ORCHARD VALLEY APARTMENTS INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1979

Legal Domicile

Principal Officer

JOYCE KRAMER

Phone

9209669905

Tax Period

2024-07-01 to 2025-06-30

ORCHARD VALLEY APARTMENTS INC, founded in 1979, is a small nonprofit that reported $514K in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $144K, a strong 28% operating margin.

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 Service Accomplishments

Program 1

Expenses: $308,986 Revenue: $211,787

THE ORGANIZATION OWNS AND OPERATES A 50-UNIT APARTMENT HOUSING PROJECT IN STURGEON BAY, WISCONSIN.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $241,764

Program Service Revenue $211,787

Investment Income $752

Other Revenue $59,832

TOTAL REVENUE $514,135

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $308,986

Other Expenses $369,747

TOTAL EXPENSES $369,747

Year-over-Year Comparison

	2024	2023	Change
Revenue	$514,135	$401,014	+0.3%
Expenses	$369,747	$338,660	+0.1%
Net Income	$144,388	$62,354	+1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOYCE KRAMER	PRESIDENT	0.50	Officer Director	$0	$0	$0
STEPHEN JOHNSON	VICE-PRESIDENT	0.50	Officer Director	$0	$0	$0
DAVID VALENTINE	SECRETARY/TREASURER	0.50	Officer Director	$0	$0	$0
STEWART FETT	DIRECTOR	0.50	Director	$0	$0	$0
THERESA FETT	DIRECTOR	0.50	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$514,135	$369,747	$819,573	$144,388
2024	No data	No data	No data	No data
2023	$432,752	$271,159	$680,050	$161,593
2022	$380,044	$302,739	$540,991	$77,305
2021	$379,216	$391,321	$462,917	$-12,105
2020	$362,743	$348,311	$451,866	$14,432
2019	$333,271	$290,829	$468,543	$42,442
2018	$325,774	$305,342	$452,766	$20,432