Civic Intelligence

Dillon Complex for Independent Living Inc.

990 • Fiscal year 2017 • EIN 38-2209509

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 18, 2017

Organization ProfileN/A
2725 Airview Blvd Ste 302Kalamazoo, MI 49002

(269) 350-2040

Siviq Scores

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

Liabilities / Assets

87th percentile

0.75x

Higher debt load relative to assets than 87% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

92nd percentile

2.51x

Higher debt load relative to revenue than 92% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

22nd percentile

-8.7%

Higher net margin than 22% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

12th percentile

-9.0%

Faster asset growth than 12% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

42nd percentile

1.4%

Faster revenue growth than 42% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$2,216,708

Down $220,475 (-9.0%) from 2016

Net Assets

Down

$559,292

Down $57,166 (-9.3%) from 2016

Liabilities

Down

$1,657,416

Down $163,309 (-9.0%) from 2016

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin22nd percentile

Revenue

Up

$660,071

Up $9,100 (+1.4%) from 2016

Expenses

Up

$717,237

Up $5,048 (+0.7%) from 2016

Net Income

Up

-$57,166

Up $4,052 (+6.6%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $900,181Liabilities 2010: $1,103,273Net Assets 2010: -$203,0922010Assets 2011: $1,392,085Liabilities 2011: $1,009,105Net Assets 2011: $382,9802011Assets 2012: $1,746,474Liabilities 2012: $915,218Net Assets 2012: $831,2562012Assets 2013: $1,676,001Liabilities 2013: $860,374Net Assets 2013: $815,6272013Assets 2014: $2,842,534Liabilities 2014: $2,095,106Net Assets 2014: $747,4282014Assets 2015: $2,559,548Liabilities 2015: $1,845,704Net Assets 2015: $713,8442015Assets 2016: $2,437,183Liabilities 2016: $1,820,725Net Assets 2016: $616,4582016Assets 2017: $2,216,708Liabilities 2017: $1,657,416Net Assets 2017: $559,2922017Assets 2018: $2,108,809Liabilities 2018: $1,638,937Net Assets 2018: $469,8722018Assets 2019: $2,292,594Liabilities 2019: $1,844,340Net Assets 2019: $448,2542019Assets 2020: $1,977,459Liabilities 2020: $1,563,171Net Assets 2020: $414,2882020Assets 2021: $1,899,638Liabilities 2021: $1,524,192Net Assets 2021: $375,4462021Assets 2022: $1,860,173Liabilities 2022: $1,504,267Net Assets 2022: $355,9062022Assets 2023: $1,801,165Liabilities 2023: $1,469,169Net Assets 2023: $331,9962023Assets 2024: $1,803,560Liabilities 2024: $1,442,150Net Assets 2024: $361,4102024Assets 2025: $1,796,157Liabilities 2025: $1,416,163Net Assets 2025: $379,9942025

Highlighted filing

2017

Assets$2,216,708
Liabilities$1,657,416
Net Assets$559,292
Open 2017 Filing

Operations Trend

Revenue Growth42nd percentile

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

$1.0M$500K$0-$500KExpenses 2010: $599,0752010Expenses 2011: $603,1522011Expenses 2012: $635,4772012Revenue 2013: $635,411Expenses 2013: $651,040Net Income 2013: -$15,6292013Revenue 2014: $626,980Expenses 2014: $695,179Net Income 2014: -$68,1992014Revenue 2015: $668,952Expenses 2015: $702,536Net Income 2015: -$33,5842015Revenue 2016: $650,971Expenses 2016: $712,189Net Income 2016: -$61,2182016Revenue 2017: $660,071Expenses 2017: $717,237Net Income 2017: -$57,1662017Revenue 2018: $675,970Expenses 2018: $765,390Net Income 2018: -$89,4202018Revenue 2019: $691,439Expenses 2019: $713,057Net Income 2019: -$21,6182019Revenue 2020: $702,189Expenses 2020: $736,155Net Income 2020: -$33,9662020Revenue 2021: $707,227Expenses 2021: $746,069Net Income 2021: -$38,8422021Revenue 2022: $725,953Expenses 2022: $745,493Net Income 2022: -$19,5402022Revenue 2023: $748,277Expenses 2023: $772,187Net Income 2023: -$23,9102023Revenue 2024: $776,170Expenses 2024: $746,756Net Income 2024: $29,4142024Revenue 2025: $795,614Expenses 2025: $777,030Net Income 2025: $18,5842025

Highlighted filing

2017

Revenue$660,071
Expenses$717,237
Net Income-$57,166
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 18, 2017
Return Version
2016v3.0
Gross Receipts
$660,215
Mission and Program Overview

Mission

Provide safe, affordable housing to income qualified seniors within a caring, respectful and homelike atmosphere.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,638,867$1,495,554▼ $143,313
Savings and Temporary Cash Investments$414,664$491,279▲ $76,615
Cash and Non-Interest-Bearing Accounts$226,270$199,863▼ $26,407
Prepaid Expenses and Deferred Charges$14,029$29,133▲ $15,104
Accounts Receivable$1,720$879▼ $841
Total Assets$2,437,183$2,216,708▼ $220,475
Other Assets Total$141,633--
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,759,686$1,590,863▼ $168,823
Other Liabilities$41,982$41,640▼ $342
Accounts Payable and Accrued Expenses$18,979$22,890▲ $3,911
Deferred Revenue$78$2,023▲ $1,945
Total Liabilities$1,820,725$1,657,416▼ $163,309
Net Assets / Fund Balance
Unrestricted Net Assets$616,458$559,292▼ $57,166
Total Net Assets Fund Balance$616,458$559,292▼ $57,166
Total Liabilities and Net Assets / Fund Balance$2,437,183$2,216,708▼ $220,475

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,309,410$3,872,411$5,181,821
Equipment$162,951$268,052$431,003
Leasehold Improvements$23,193$112,340$135,533
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Robert CopelandPresident
Benjamin UlmanTrustee
Eileen RuttenTrustee
Elma G MayeTrustee
James F LoomisTrustee
Jerry CarleyTrustee
Steven HassvoortTrustee
Sandra Melanson CsjSecretary
Theresa Macintyre CsjSecretary
David RuttenTreasurer
Jay YeltonTreasurer
James E Greene JrVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$391,644
Program Service Revenue
$267,192
Investment Income
$1,235
Other Revenue
$0
All Other Contributions
$250
Change in Net Assets
$-57,166

Audited Revenue Reconciliation

Revenue per Audited Statements
$660,071
Total Revenue per Audited Statements
$660,071
Total Revenue per Form 990
$660,071
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$537,705
Salaries, Compensation, and Employee Benefits$179,532
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$199,777--$199,777
Occupancy$169,240--$169,240
Other Salaries and Wages$59,890$95,959-$155,849
Fees for Services Management-$37,350-$37,350
Payroll Taxes$19,153--$19,153
Office Expenses-$12,769-$12,769
All Other Expenses$8,829$3,769-$12,598
Advertising-$11,439-$11,439
Fees for Services Accounting-$7,575-$7,575
Other Expenses$12,118$7,283-$7,283
Other Employee Benefits$4,530--$4,530
Insurance$2,029--$2,029
Fees for Services Legal-$620-$620
Total Functional Expenses$540,473$176,764$0$717,237

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$717,237
Total Expenses per Audited Statements$717,237
Total Expenses per Form 990$717,237
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$21,930
Incentive Performance Fee$19,710
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“Lockhart management & consulting, llc - lease and manage property”

Form 990, Page 6, Part VI, Line 7A

“All of the board members and the director of dillon complex for independent living, inc., according to bylaws, are approved by the board of csj initiatives.”

Form 990, Page 6, Part VI, Line 7B

“Decisions of the governing body may be subject to approval by the board of csj initiatives.”

Form 990, Page 6, Part VI, Line 11B

“Upon completion, but no later than 7 days prior to the deadline for filing the annual 990, the draft 990 is distributed electronically or by u.s. Mail to all members of the board of directors for review. Board members are asked to submit questions, comments and changes to management no later than 3 days prior to the deadline for filing the annual 990. After making any corrections requested by board members, the annual 990 is signed by an officer of the board and submitted to the irs.”

Form 990, Page 6, Part VI, Line 12C

“An interested person has a continuing obligation to disclose (in the manner provided in this policy) the existence and nature of any actual, apparent or potential conflict of interest he/she may have. "disclosure" means promptly providing a description of the material facts of the actual, apparent or potential conflict of interest to the president of the board. Such disclosure shall be made promptly any time an actual, apparent or potential conflict of interest arises and before the consummation of the contract, transaction or arrangement that is the subject of the potential conflict of interest.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Dillon Complex for Independent
EIN
38-2209509
Phone
2693502040
Address
2725 AIRVIEW BLVD STE 302, KALAMAZOO, MI 49002
Doing Business As
Dillon Hall

Signing Officer

Name
Robert Copeland
Title
President
Phone
2693420263
Signed
2017-12-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Copeland
Formed
1978
Legal Domicile
Mi
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
21

Preparer

Firm
Seber Tans Plc
Address
555 W CROSSTOWN PARKWAY STE 304, KALAMAZOO, MI 49008
Preparer
Jennifer Holder
Phone
2693438180
Supplemental Narrative

Additional Explanations

Form 990, Part V

“Employees are contracted from lockhart management & consulting llc and forms w-2 are issued by the contracted management company. Associated expenses are reported on lines 7, 9, and 10 of the statement of functional expenses.”

Raw XML AppendixShowing 400 of 488 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt018979
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt022890
IRS990/AccountsReceivableGrp/BOYAmt01720
IRS990/AccountsReceivableGrp/EOYAmt0879
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE SAFE, AFFORDABLE HOUSING TO INCOME QUALIFIED SENIORS WITHIN A CARING, RESPECTFUL AND HOMELIKE ATMOSPHERE.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt011439
IRS990/AdvertisingGrp/TotalAmt011439
IRS990/AllOtherContributionsAmt0250
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt03769
IRS990/AllOtherExpensesGrp/ProgramServicesAmt08829
IRS990/AllOtherExpensesGrp/TotalAmt012598
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0LOCKHART MANAGEMENT CONSULTING
IRS990/BooksInCareOfDetail/PhoneNum02693502040
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02725 AIRVIEW BLVD STE 302
IRS990/BooksInCareOfDetail/USAddress/CityNm0KALAMAZOO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd049002
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0226270
IRS990/CashNonInterestBearingGrp/EOYAmt0199863
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0391644
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01235
IRS990/CYOtherExpensesAmt0537705
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0267192
IRS990/CYRevenuesLessExpensesAmt0-57166
IRS990/CYSalariesCompEmpBnftPaidAmt0179532
IRS990/CYTotalExpensesAmt0717237
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0660071
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt078
IRS990/DeferredRevenueGrp/EOYAmt02023
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0199777
IRS990/DepreciationDepletionGrp/TotalAmt0199777
IRS990/Desc0LOW-INCOME HOUSING FOR SENIOR CITIZENS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0DILLON HALL
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0540473
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07575
IRS990/FeesForServicesAccountingGrp/TotalAmt07575
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0620
IRS990/FeesForServicesLegalGrp/TotalAmt0620
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt037350
IRS990/FeesForServicesManagementGrp/TotalAmt037350
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.10
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT COPELAND
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES E GREENE JR
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID RUTTEN
IRS990/Form990PartVIISectionAGrp/PersonNm3JAY YELTON
IRS990/Form990PartVIISectionAGrp/PersonNm4THERESA MACINTYRE CSJ
IRS990/Form990PartVIISectionAGrp/PersonNm5SANDRA MELANSON CSJ
IRS990/Form990PartVIISectionAGrp/PersonNm6JERRY CARLEY
IRS990/Form990PartVIISectionAGrp/PersonNm7JAMES F LOOMIS
IRS990/Form990PartVIISectionAGrp/PersonNm8ELMA G MAYE
IRS990/Form990PartVIISectionAGrp/PersonNm9EILEEN RUTTEN
IRS990/Form990PartVIISectionAGrp/PersonNm10BENJAMIN ULMAN
IRS990/Form990PartVIISectionAGrp/PersonNm11STEVEN HASSVOORT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0456
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt0391394
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0600
IRS990/GrossReceiptsAmt0660215
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InsuranceGrp/ProgramServicesAmt02029
IRS990/InsuranceGrp/TotalAmt02029
IRS990/InvestmentIncomeGrp/ExclusionAmt0779
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0779
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04252803
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01638867
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01495554
IRS990/LandBldgEquipCostOrOtherBssAmt05748357
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0144
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE SAFE, AFFORDABLE HOUSING TO INCOME QUALIFIED SENIORS WITHIN A CARING, RESPECTFUL AND HOMELIKE ATMOSPHERE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01759686
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01590863
IRS990/NetAssetsOrFundBalancesBOYAmt0616458
IRS990/NetAssetsOrFundBalancesEOYAmt0559292
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0456
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0456
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0169240
IRS990/OccupancyGrp/TotalAmt0169240
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012769
IRS990/OfficeExpensesGrp/TotalAmt012769
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0141633
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04530
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04530
IRS990/OtherExpensesGrp/Desc0CONTRACTS
IRS990/OtherExpensesGrp/Desc1INCENTIVE PERFORMANCE FEE
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07283
IRS990/OtherExpensesGrp/ProgramServicesAmt041241
IRS990/OtherExpensesGrp/ProgramServicesAmt123666
IRS990/OtherExpensesGrp/ProgramServicesAmt212118
IRS990/OtherExpensesGrp/TotalAmt041241
IRS990/OtherExpensesGrp/TotalAmt123666
IRS990/OtherExpensesGrp/TotalAmt212118
IRS990/OtherExpensesGrp/TotalAmt37283
IRS990/OtherLiabilitiesGrp/BOYAmt041982
IRS990/OtherLiabilitiesGrp/EOYAmt041640
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt095959
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt059890
IRS990/OtherSalariesAndWagesGrp/TotalAmt0155849
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt019153
IRS990/PayrollTaxesGrp/TotalAmt019153
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014029
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt029133
IRS990/PrincipalOfficerNm0ROBERT COPELAND
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1532420
IRS990/ProgramServiceRevenueGrp/BusinessCd2531110
IRS990/ProgramServiceRevenueGrp/BusinessCd3531110
IRS990/ProgramServiceRevenueGrp/BusinessCd4531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc1LAUNDRY INCOME
IRS990/ProgramServiceRevenueGrp/Desc2TENANT DAMAGES
IRS990/ProgramServiceRevenueGrp/Desc3MISCELLANEOUS INCOME
IRS990/ProgramServiceRevenueGrp/Desc4VACANCIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0275639
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13543
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23045
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3818
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4-15853
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0275639
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13543
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23045
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3818
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4-15853
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0378677
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0-298
IRS990/PYOtherExpensesAmt0553247
IRS990/PYProgramServiceRevenueAmt0272592
IRS990/PYRevenuesLessExpensesAmt0-61218
IRS990/PYSalariesCompEmpBnftPaidAmt0158942
IRS990/PYTotalExpensesAmt0712189
IRS990/PYTotalRevenueAmt0650971
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-57166
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0267648
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0414664
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0491279
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0391644
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0378677
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0159410
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0366707
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0369363
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01665801
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0779
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0673
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0179
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0765
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01018
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03414
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01212006
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99800
IRS990ScheduleA/PublicSupportPY170Pct00.99760
IRS990ScheduleA/PublicSupportTotal170Amt01665801
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0391644
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0378677
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0159410
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0366707
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0369363
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01665801
IRS990ScheduleA/TotalSupportAmt01669215
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt01309410
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03872411
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05181821
IRS990ScheduleD/EquipmentGrp/BookValueAmt0162951
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0268052
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0431003
IRS990ScheduleD/ExpensesSubtotalAmt0717237
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt023193
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0112340
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0135533
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt021930
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt119710
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INCENTIVE PERFORMANCE FEE
IRS990ScheduleD/RevenueSubtotalAmt0660071
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01495554
IRS990ScheduleD/TotalExpensesPerForm990Amt0717237
IRS990ScheduleD/TotalLiabilityAmt041640
IRS990ScheduleD/TotalRevenuePerForm990Amt0660071
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0660071
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0717237
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EMPLOYEES ARE CONTRACTED FROM LOCKHART MANAGEMENT & CONSULTING LLC AND FORMS W-2 ARE ISSUED BY THE CONTRACTED MANAGEMENT COMPANY. ASSOCIATED EXPENSES ARE REPORTED ON LINES 7, 9, AND 10 OF THE STATEMENT OF FUNCTIONAL EXPENSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LOCKHART MANAGEMENT & CONSULTING, LLC - LEASE AND MANAGE PROPERTY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL OF THE BOARD MEMBERS AND THE DIRECTOR OF DILLON COMPLEX FOR INDEPENDENT LIVING, INC., ACCORDING TO BYLAWS, ARE APPROVED BY THE BOARD OF CSJ INITIATIVES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DECISIONS OF THE GOVERNING BODY MAY BE SUBJECT TO APPROVAL BY THE BOARD OF CSJ INITIATIVES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON COMPLETION, BUT NO LATER THAN 7 DAYS PRIOR TO THE DEADLINE FOR FILING THE ANNUAL 990, THE DRAFT 990 IS DISTRIBUTED ELECTRONICALLY OR BY U.S. MAIL TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW. BOARD MEMBERS ARE ASKED TO SUBMIT QUESTIONS, COMMENTS AND CHANGES TO MANAGEMENT NO LATER THAN 3 DAYS PRIOR TO THE DEADLINE FOR FILING THE ANNUAL 990. AFTER MAKING ANY CORRECTIONS REQUESTED BY BOARD MEMBERS, THE ANNUAL 990 IS SIGNED BY AN OFFICER OF THE BOARD AND SUBMITTED TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AN INTERESTED PERSON HAS A CONTINUING OBLIGATION TO DISCLOSE (IN THE MANNER PROVIDED IN THIS POLICY) THE EXISTENCE AND NATURE OF ANY ACTUAL, APPARENT OR POTENTIAL CONFLICT OF INTEREST HE/SHE MAY HAVE. "DISCLOSURE" MEANS PROMPTLY PROVIDING A DESCRIPTION OF THE MATERIAL FACTS OF THE ACTUAL, APPARENT OR POTENTIAL CONFLICT OF INTEREST TO THE PRESIDENT OF THE BOARD. SUCH DISCLOSURE SHALL BE MADE PROMPTLY ANY TIME AN ACTUAL, APPARENT OR POTENTIAL CONFLICT OF INTEREST ARISES AND BEFORE THE CONSUMMATION OF THE CONTRACT, TRANSACTION OR ARRANGEMENT THAT IS THE SUBJECT OF THE POTENTIAL CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CSJ INITIATIVES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0471224740
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MEMBER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03700 EAST LINCOLN STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WICHITA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0KS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd067218
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,216,708
Liabilities
$1,657,416
Net assets
$559,292
Revenue
$660,071
Expenses
$717,237
Net income
-$57,166
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.80$1.42$0.38$0.80$0.78$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.80$1.44$0.36$0.78$0.75$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.80$1.47$0.33$0.75$0.77$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.86$1.50$0.36$0.73$0.75$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$1.52$0.38$0.71$0.75$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.98$1.56$0.41$0.70$0.74$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.29$1.84$0.45$0.69$0.71$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.11$1.64$0.47$0.68$0.77$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.22$1.66$0.56$0.66$0.72$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.44$1.82$0.62$0.65$0.71$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.56$1.85$0.71$0.67$0.70$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.84$2.10$0.75$0.63$0.70$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.86$0.82$0.64$0.65$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.75$0.92$0.83$0.64
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$1.01$0.38$0.60
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$1.10$0.20$0.60