Nonprofit · EIN 39-1338423
ORCHARD VALLEY APTS INC
Tax-exempt · OSHKOSH, WI 54904
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $514,135 | $369,747 | $144,388 | $819,573 | $730,444 | $89,129 |
| June 30, 2024 | 990 | $401,014 | $338,660 | $62,354 | $842,495 | $897,754 | -$55,259 |
| June 30, 2023 | 990 | $432,752 | $271,159 | $161,593 | $680,050 | $797,663 | -$117,613 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $241,764
- of which government grants
- $241,764
- Program service revenue
- $211,787
- Investment income
- $752
- Other revenue
- $59,832
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $167
- Accounting fees
- $15,225
- Occupancy
- $98,019
- Depreciation
- $27,210
- Program services (functional)
- $308,986
- Management and general (functional)
- $60,761
Balance sheet and other
- Total assets, start of year
- $842,495
- Total assets, end of year
- $819,573
- Total liabilities, end of year
- $730,444
- Net assets, end of year
- $89,129
- Land, buildings and equipment
- $427,295
- Net assets without donor restrictions
- $89,129
- Gross receipts
- $514,135
- Employees
- 0
- Volunteers
- 5
- Year formed
- 1979
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOYCE KRAMER | PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| STEPHEN JOHNSON | VICE-PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| DAVID VALENTINE | SECRETARY/TREASURER Trustee or director, Officer | 0.5 | $0 |
| STEWART FETT | DIRECTOR Trustee or director | 0.5 | $0 |
| THERESA FETT | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOYCE KRAMER | PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| STEPHEN JOHNSON | VICE-PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| DAVID VALENTINE | SECRETARY/TREASURER Trustee or director, Officer | 0.5 | $0 |
| STEWART FETT | DIRECTOR Trustee or director | 0.5 | $0 |
| THERESA FETT | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOYCE KRAMER | PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| STEPHEN JOHNSON | VICE-PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| DAVID VALENTINE | SECRETARY/TREASURER Trustee or director, Officer | 0.5 | $0 |
| STEWART FETT | DIRECTOR Trustee or director | 0.5 | $0 |
| THERESA FETT | DIRECTOR Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 2375 STATE ROAD 44 A, OSHKOSH, WI 54904-0000
- Principal officer (990 for 2024)
- JOYCE KRAMER, 2375 STATE ROAD 44 A, OSHKOSH, WI 54904
- Signed the 990
- JOYCE KRAMER, PRESIDENT
- Phone
- (920) 966-9905
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
THE 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.
Program accomplishments
- THE ORGANIZATION OWNS AND OPERATES A 50-UNIT APARTMENT HOUSING PROJECT IN STURGEON BAY, WISCONSIN.Expenses $308,986 · revenue $211,787
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1338423
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1979
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $819,573
- Income (IRS master file)
- $514,135
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $514,135 | $369,747 | $819,573 | XML |
| 990 | June 2024 | $401,014 | $338,660 | $842,495 | IRS |
| 990 | June 2023 | $432,752 | $271,159 | $680,050 | XML |
| 990 | June 2022 | $380,044 | $302,739 | $540,991 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1338423).
Questions about ORCHARD VALLEY APTS INC
- What is the EIN of ORCHARD VALLEY APTS INC?
- The employer identification number (EIN) of ORCHARD VALLEY APTS INC is 39-1338423.
- Is ORCHARD VALLEY APTS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1979.
- Are donations to ORCHARD VALLEY APTS INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ORCHARD VALLEY APTS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ORCHARD VALLEY APTS INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ORCHARD VALLEY APTS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ORCHARD VALLEY APTS INC?
- The 990 for the year ended June 30, 2025 names JOYCE KRAMER.
- Who are the officers and directors of ORCHARD VALLEY APTS INC?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does ORCHARD VALLEY APTS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $514,135, expenses of $369,747 and total assets of $819,573 at year end.
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