Civic Intelligence

Orchard Valley Apartments Inc

990 • Fiscal year 2023 • EIN 39-1338423

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 29, 2024

Organization ProfileN/A
2375 State Road 44 AOshkosh, WI 54904

(920) 966-9905

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

97th percentile

1.17x

Higher debt load relative to assets than 97% of similar nonprofits.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

94th percentile

1.84x

Higher debt load relative to revenue than 94% of similar nonprofits.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2023

Net Margin

83rd percentile

37%

Higher net margin than 83% of similar nonprofits.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2023

Asset Growth

84th percentile

26%

Faster asset growth than 84% of similar nonprofits.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

61st percentile

14%

Faster revenue growth than 61% of similar nonprofits.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$680,050

Up $139,059 (+26%) from 2022

Net Assets

Up

-$117,613

Up $161,593 (+58%) from 2022

Liabilities

Down

$797,663

Down $22,534 (-2.7%) from 2022

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin83rd percentile

Revenue

Up

$432,752

Up $52,708 (+14%) from 2022

Expenses

Down

$271,159

Down $31,580 (-10%) from 2022

Net Income

Up

$161,593

Up $84,288 (+109%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0-$500KAssets 2011: $690,734Liabilities 2011: $972,570Net Assets 2011: -$281,8362011Assets 2012: $675,751Liabilities 2012: $963,924Net Assets 2012: -$288,1732012Assets 2013: $662,712Liabilities 2013: $942,364Net Assets 2013: -$279,6522013Assets 2014: $639,764Liabilities 2014: $946,173Net Assets 2014: -$306,4092014Assets 2015: $585,727Liabilities 2015: $919,769Net Assets 2015: -$334,0422015Assets 2016: $556,156Liabilities 2016: $918,361Net Assets 2016: -$362,2052016Assets 2017: $454,996Liabilities 2017: $876,708Net Assets 2017: -$421,7122017Assets 2018: $452,766Liabilities 2018: $854,046Net Assets 2018: -$401,2802018Assets 2019: $468,543Liabilities 2019: $827,381Net Assets 2019: -$358,8382019Assets 2020: $451,866Liabilities 2020: $796,272Net Assets 2020: -$344,4062020Assets 2021: $462,917Liabilities 2021: $819,428Net Assets 2021: -$356,5112021Assets 2022: $540,991Liabilities 2022: $820,197Net Assets 2022: -$279,2062022Assets 2023: $680,050Liabilities 2023: $797,663Net Assets 2023: -$117,6132023Assets 2024: $842,495Liabilities 2024: $897,754Net Assets 2024: -$55,2592024

Highlighted filing

2023

Assets$680,050
Liabilities$797,663
Net Assets-$117,613
Open 2023 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $245,5302011Revenue 2012: $242,630Expenses 2012: $248,967Net Income 2012: -$6,3372012Revenue 2013: $243,092Expenses 2013: $234,571Net Income 2013: $8,5212013Revenue 2014: $238,859Expenses 2014: $265,616Net Income 2014: -$26,7572014Revenue 2015: $247,475Expenses 2015: $275,108Net Income 2015: -$27,6332015Revenue 2016: $276,305Expenses 2016: $304,468Net Income 2016: -$28,1632016Revenue 2017: $314,804Expenses 2017: $374,311Net Income 2017: -$59,5072017Revenue 2018: $325,774Expenses 2018: $305,342Net Income 2018: $20,4322018Revenue 2019: $333,271Expenses 2019: $290,829Net Income 2019: $42,4422019Revenue 2020: $362,743Expenses 2020: $348,311Net Income 2020: $14,4322020Revenue 2021: $379,216Expenses 2021: $391,321Net Income 2021: -$12,1052021Revenue 2022: $380,044Expenses 2022: $302,739Net Income 2022: $77,3052022Revenue 2023: $432,752Expenses 2023: $271,159Net Income 2023: $161,5932023Revenue 2024: $401,014Expenses 2024: $338,660Net Income 2024: $62,3542024

Highlighted filing

2023

Revenue$432,752
Expenses$271,159
Net Income$161,593
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 29, 2024
Return Version
2022v5.0
Gross Receipts
$432,752
Mission and Program Overview

Mission

Provide elderly & handicapped persons with housing and services designed to meet their needs and promote health, security & happiness in longer living.

Provide affordable housing to low income, elderly and handicapped individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$224,193$332,248▲ $108,055
Savings and Temporary Cash Investments$78,132$70,504▼ $7,628
Prepaid Expenses and Deferred Charges$8,909$7,024▼ $1,885
Accounts Receivable$2,013$3,356▲ $1,343
Cash and Non-Interest-Bearing Accounts$200$200→ $0
Total Assets$540,991$680,050▲ $139,059
Other Assets Total$227,544$266,718▲ $39,174
Liabilities
Mortgage Notes Payable Secured by Investment Property$719,000$693,864▼ $25,136
Other Liabilities$88,187$53,381▼ $34,806
Accounts Payable and Accrued Expenses$12,263$49,187▲ $36,924
Deferred Revenue$747$1,231▲ $484
Total Liabilities$820,197$797,663▼ $22,534
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-279,206$-117,613▲ $161,593
Total Net Assets Fund Balance$-279,206$-117,613▲ $161,593
Total Liabilities and Net Assets / Fund Balance$540,991$680,050▲ $139,059

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$127,337$1,118,094$1,245,431
Other Land Buildings$88,790$105,174$193,964
Equipment$47,131$124,144$171,275
Land$68,990-$68,990
Other Assets Org$81,267--
Compensation and Service Providers
Top Officer Pay71st percentile

Board Members and Trustees

NameTitle
Joyce KramerPresident
Stephen JohnsonVice-president
Stewart FettDirector
Theresa FettDirector
David ValentineSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$205,225
Program Service Revenue
$186,588
Investment Income
$107
Other Revenue
$40,832
Change in Net Assets
$161,593

Audited Revenue Reconciliation

Revenue per Audited Statements
$432,752
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$432,752
Total Revenue per Form 990
$432,752
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$271,159
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$70,655--$70,655
Fees for Services Management$20,688$34,110-$54,798
Fees for Services Other$34,807--$34,807
Interest$29,369--$29,369
Office Expenses$28,940--$28,940
Insurance$22,543--$22,543
Depreciation Depletion$14,590--$14,590
Fees for Services Accounting-$12,700-$12,700
Information Technology$2,230--$2,230
Other Expenses-$427-$427
Advertising-$100-$100
Total Functional Expenses$223,822$47,337$0$271,159

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$271,159
Total Expenses per Audited Statements$271,159
Total Expenses per Form 990$271,159
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Hud - Residual Receipts$37,317
Tenant Security Deposits$16,064
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Stewart fett and theresa fett - family relationship.”

Form 990, Part VI, Section A, Line 3

“Acc management group performs the management duties for this organization.”

Form 990, Part VI, Section B, Line 11B

“The managing agent reviews the form 990 prior to filing with the internal revenue service.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request. The organization does not have a conflict of interest policy.”

Filing and Contact Details

Filer

Filer Name
Orchard Valley Apartments Inc
EIN
39-1338423
Phone
9209669905
Address
2375 STATE ROAD 44 A, OSHKOSH, WI 54904

Signing Officer

Name
Joyce Kramer
Title
President
Phone
9209669905
Signed
2024-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joyce Kramer
Formed
1979
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Baker Tilly US Llp
Address
790 N WATER ST SUITE 2000, MILWAUKEE, WI 53202
Preparer
Troy Marine CPA
Phone
4147775500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contracts: program service expenses 34,807. Total expenses 34,807.”

Financial Statement Notes

PART X, LINE 2:

“No provision or benefit for income taxes has been included in these financial statements since the organization is exempt from federal income taxes, except for tax on unrelated business income, under section 501(a) of the internal revenue code as an organization described in section 501 (c)(3). The organization had no unrelated business income for the years ended june 30, 2023 and 2022.”

Raw XML Appendix376 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt012263
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt049187
IRS990/AccountsReceivableGrp/BOYAmt02013
IRS990/AccountsReceivableGrp/EOYAmt03356
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE AFFORDABLE HOUSING TO LOW INCOME, ELDERLY AND HANDICAPPED INDIVIDUALS.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0100
IRS990/AdvertisingGrp/TotalAmt0100
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOYCE KRAMER
IRS990/BooksInCareOfDetail/PhoneNum09209669905
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02375 STATE ROAD 44 A
IRS990/BooksInCareOfDetail/USAddress/CityNm0OSHKOSH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054904
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0200
IRS990/CashNonInterestBearingGrp/EOYAmt0200
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0205225
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0107
IRS990/CYOtherExpensesAmt0271159
IRS990/CYOtherRevenueAmt040832
IRS990/CYProgramServiceRevenueAmt0186588
IRS990/CYRevenuesLessExpensesAmt0161593
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0271159
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0432752
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0747
IRS990/DeferredRevenueGrp/EOYAmt01231
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt014590
IRS990/DepreciationDepletionGrp/TotalAmt014590
IRS990/Desc0THE ORGANIZATION OWNS AND OPERATES A 50-UNIT APARTMENT HOUSING PROJECT IN STURGEON BAY, WISCONSIN.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0223822
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt012700
IRS990/FeesForServicesAccountingGrp/TotalAmt012700
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt034110
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt020688
IRS990/FeesForServicesManagementGrp/TotalAmt054798
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt034807
IRS990/FeesForServicesOtherGrp/TotalAmt034807
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0JOYCE KRAMER
IRS990/Form990PartVIISectionAGrp/PersonNm1STEPHEN JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID VALENTINE
IRS990/Form990PartVIISectionAGrp/PersonNm3STEWART FETT
IRS990/Form990PartVIISectionAGrp/PersonNm4THERESA FETT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt0205225
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0432752
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt02230
IRS990/InformationTechnologyGrp/TotalAmt02230
IRS990/InsuranceGrp/ProgramServicesAmt022543
IRS990/InsuranceGrp/TotalAmt022543
IRS990/InterestGrp/ProgramServicesAmt029369
IRS990/InterestGrp/TotalAmt029369
IRS990/InvestmentIncomeGrp/ExclusionAmt0107
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0107
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01347412
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0224193
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0332248
IRS990/LandBldgEquipCostOrOtherBssAmt01679660
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF ORCHARD VALLEY APARTMENTS, INC. IS TO PROVIDE ELDERLY AND HANDICAPPED PERSONS WITH HOUSING AND SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS, AND PROMOTE THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0719000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0693864
IRS990/NetAssetsOrFundBalancesBOYAmt0-279206
IRS990/NetAssetsOrFundBalancesEOYAmt0-117613
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-279206
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-117613
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt070655
IRS990/OccupancyGrp/TotalAmt070655
IRS990/OfficeExpensesGrp/ProgramServicesAmt028940
IRS990/OfficeExpensesGrp/TotalAmt028940
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0227544
IRS990/OtherAssetsTotalGrp/EOYAmt0266718
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0427
IRS990/OtherExpensesGrp/TotalAmt0427
IRS990/OtherLiabilitiesGrp/BOYAmt088187
IRS990/OtherLiabilitiesGrp/EOYAmt053381
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1531390
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0FORGIVENESS OF DUE TO
IRS990/OtherRevenueMiscGrp/Desc1LAUNDRY & VENDING REV.
IRS990/OtherRevenueMiscGrp/Desc2OTHER REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt036082
IRS990/OtherRevenueMiscGrp/ExclusionAmt14208
IRS990/OtherRevenueMiscGrp/ExclusionAmt2542
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt036082
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt14208
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2542
IRS990/OtherRevenueTotalAmt040832
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08909
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07024
IRS990/PrincipalOfficerNm0JOYCE KRAMER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0186588
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0186588
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0201281
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt059
IRS990/PYOtherExpensesAmt0302739
IRS990/PYOtherRevenueAmt05874
IRS990/PYProgramServiceRevenueAmt0172830
IRS990/PYRevenuesLessExpensesAmt077305
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0302739
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0380044
IRS990/ReconcilationRevenueExpnssAmt0161593
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0186588
IRS990/SavingsAndTempCashInvstGrp/BOYAmt078132
IRS990/SavingsAndTempCashInvstGrp/EOYAmt070504
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0127337
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01118094
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01245431
IRS990ScheduleD/EquipmentGrp/BookValueAmt047131
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0124144
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0171275
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0271159
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt068990
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt068990
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt016317
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt137748
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2131386
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt381267
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RESERVE FOR REPLACEMENT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3RESIDUAL RECEIPTS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt088790
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0105174
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0193964
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt016064
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt137317
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO HUD - RESIDUAL RECEIPTS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0432752
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NO PROVISION OR BENEFIT FOR INCOME TAXES HAS BEEN INCLUDED IN THESE FINANCIAL STATEMENTS SINCE THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES, EXCEPT FOR TAX ON UNRELATED BUSINESS INCOME, UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501 (C)(3). THE ORGANIZATION HAD NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2023 AND 2022.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0332248
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0266718
IRS990ScheduleD/TotalExpensesPerForm990Amt0271159
IRS990ScheduleD/TotalLiabilityAmt053381
IRS990ScheduleD/TotalRevenuePerForm990Amt0432752
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0432752
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0271159
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STEWART FETT AND THERESA FETT - FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACC MANAGEMENT GROUP PERFORMS THE MANAGEMENT DUTIES FOR THIS ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MANAGING AGENT REVIEWS THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONTRACTS: PROGRAM SERVICE EXPENSES 34,807. TOTAL EXPENSES 34,807.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0540991
IRS990/TotalAssetsEOYAmt0680050
IRS990/TotalAssetsGrp/BOYAmt0540991
IRS990/TotalAssetsGrp/EOYAmt0680050
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0205225
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt047337
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0223822
IRS990/TotalFunctionalExpensesGrp/TotalAmt0271159
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0820197
IRS990/TotalLiabilitiesEOYAmt0797663
IRS990/TotalLiabilitiesGrp/BOYAmt0820197
IRS990/TotalLiabilitiesGrp/EOYAmt0797663
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-279206
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-117613
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0223822
IRS990/TotalProgramServiceRevenueAmt0186588
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt040939
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0186588
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0432752
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0540991
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0680050
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02375 STATE ROAD 44 A
IRS990/USAddress/CityNm0OSHKOSH
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054904
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOYCE KRAMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09209669905
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORCHARD VALLEY APARTMENTS INC
ReturnHeader/Filer/BusinessNameControlTxt0ORCH
ReturnHeader/Filer/EIN0391338423
ReturnHeader/Filer/PhoneNum09209669905
ReturnHeader/Filer/USAddress/AddressLine1Txt02375 STATE ROAD 44 A
ReturnHeader/Filer/USAddress/CityNm0OSHKOSH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054904
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0790 N WATER ST SUITE 2000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04147775500
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TROY MARINE CPA
ReturnHeader/ReturnTs02024-04-30T15:04:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOYCE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KRAMER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$680,050
Liabilities
$797,663
Net assets
-$117,613
Revenue
$432,752
Expenses
$271,159
Net income
$161,593
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.42$8.98$0.55$4.01$3.39$0.62
2023Detailed filing. Detailed filing data is available for this year.$6.80$7.98$1.18$4.33$2.71$1.62
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.41$8.20$2.79$3.80$3.03$0.77
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.63$8.19$3.57$3.79$3.91$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.52$7.96$3.44$3.63$3.48$0.14
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.69$8.27$3.59$3.33$2.91$0.42
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.53$8.54$4.01$3.26$3.05$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.55$8.77$4.22$3.15$3.74$0.60
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.56$9.18$3.62$2.76$3.04$0.28
2015Detailed filing. Detailed filing data is available for this year.$5.86$9.20$3.34$2.47$2.75$0.28
2014Detailed filing. Detailed filing data is available for this year.$6.40$9.46$3.06$2.39$2.66$0.27
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.63$9.42$2.80$2.43$2.35$0.09
2012Summary only. Only limited summary data is available for this year.$6.76$9.64$2.88$2.43$2.49$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.91$9.73$2.82$2.46