Civic Intelligence

Dillon Complex for Independent Living Inc.

990 • Fiscal year 2018 • EIN 38-2209509

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 04, 2018

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

88th percentile

0.78x

Higher debt load relative to assets than 88% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

92nd percentile

2.42x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

18th percentile

-13%

Higher net margin than 18% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

24th percentile

-4.9%

Faster asset growth than 24% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

46th percentile

2.4%

Faster revenue growth than 46% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$2,108,809

Down $107,899 (-4.9%) from 2017

Net Assets

Down

$469,872

Down $89,420 (-16%) from 2017

Liabilities

Down

$1,638,937

Down $18,479 (-1.1%) from 2017

Revenue

Up

$675,970

Up $15,899 (+2.4%) from 2017

Expenses

Up

$765,390

Up $48,153 (+6.7%) from 2017

Net Income

Down

-$89,420

Down $32,254 (-56%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$2,108,809
Liabilities$1,638,937
Net Assets$469,872

Operations Trend

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

2018

Revenue$675,970
Expenses$765,390
Net Income-$89,420
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 4, 2018
Return Version
2017v2.3
Gross Receipts
$677,866
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$1,495,554$1,375,399▼ $120,155
Savings and Temporary Cash Investments$491,279$556,203▲ $64,924
Cash and Non-Interest-Bearing Accounts$199,863$171,880▼ $27,983
Prepaid Expenses and Deferred Charges$29,133$4,414▼ $24,719
Accounts Receivable$879$913▲ $34
Total Assets$2,216,708$2,108,809▼ $107,899
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,590,863$1,562,627▼ $28,236
Other Liabilities$41,640$43,757▲ $2,117
Accounts Payable and Accrued Expenses$22,890$32,350▲ $9,460
Deferred Revenue$2,023$203▼ $1,820
Total Liabilities$1,657,416$1,638,937▼ $18,479
Net Assets / Fund Balance
Unrestricted Net Assets$559,292$469,872▼ $89,420
Total Net Assets Fund Balance$559,292$469,872▼ $89,420
Total Liabilities and Net Assets / Fund Balance$2,216,708$2,108,809▼ $107,899

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,216,961$4,006,908$5,223,869
Equipment$133,263$306,840$440,103
Leasehold Improvements$25,175$116,158$141,333
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$409,450
Program Service Revenue
$267,038
Investment Income
$-518
Other Revenue
$0
Change in Net Assets
$-89,420

Audited Revenue Reconciliation

Revenue per Audited Statements
$675,970
Revenue Not Reported on Form 990
$1,896
Total Revenue per Audited Statements
$677,866
Total Revenue per Form 990
$675,970
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$577,605
Salaries, Compensation, and Employee Benefits$187,785
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$191,275--$191,275
Other Salaries and Wages$58,782$105,182-$163,964
Occupancy$107,925$3,098-$111,023
Interest$68,007--$68,007
Fees for Services Management-$38,052-$38,052
Payroll Taxes$18,763--$18,763
Office Expenses-$14,088-$14,088
Advertising-$13,313-$13,313
All Other Expenses$1,965$10,947-$12,912
Other Expenses$12,776--$12,776
Fees for Services Accounting-$7,725-$7,725
Other Employee Benefits$5,058--$5,058
Insurance$1,869--$1,869
Fees for Services Legal-$476-$476
Total Functional Expenses$572,509$192,881$0$765,390

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$767,286
Expenses per Audited Statements$765,390
Total Expenses per Form 990$765,390
Expenses Not Reported on Form 990$1,896
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$23,486
Incentive Performance Fee$20,271
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
2018-12-04
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
17

Preparer

Firm
Seber Tans Plc
Address
555 W CROSSTOWN PARKWAY STE 304, KALAMAZOO, MI 49008
Preparer
Thomas J Horwath
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.

Form 990, Part XI, Line 9

Loss on sale of assets 1,896 loss on sale of assets -1,896

Financial Statement Notes

Schedule D, Page 3, Part X

The internal revenue service has determined the project to be exempt from federal income taxes under section 501(c)(3) of the internal revenue code. Management of the project considers the likelihood of changes by taxing authorities in its exempt organization returns and discloses potential significant changes that management believes are more likely than not to occur upon examination by taxing authorities. Mangament has not identified any uncertain tax positions in filed return that require disclosure in the accompanying financial statements.

Schedule D, Page 4, Part XI, Line 2D

Loss on sale of assets 1,896

Schedule D, Page 4, Part XII, Line 2D

Loss on sale of assets 1,896

Raw XML AppendixShowing 400 of 477 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/BOYAmt022890
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt032350
IRS990/AccountsReceivableGrp/BOYAmt0879
IRS990/AccountsReceivableGrp/EOYAmt0913
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE SAFE, AFFORDABLE HOUSING TO INCOME QUALIFIED SENIORS WITHIN A CARING, RESPECTFUL AND HOMELIKE ATMOSPHERE.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt013313
IRS990/AdvertisingGrp/TotalAmt013313
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt010947
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01965
IRS990/AllOtherExpensesGrp/TotalAmt012912
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/BOYAmt0199863
IRS990/CashNonInterestBearingGrp/EOYAmt0171880
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0409450
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-518
IRS990/CYOtherExpensesAmt0577605
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0267038
IRS990/CYRevenuesLessExpensesAmt0-89420
IRS990/CYSalariesCompEmpBnftPaidAmt0187785
IRS990/CYTotalExpensesAmt0765390
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0675970
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt02023
IRS990/DeferredRevenueGrp/EOYAmt0203
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0191275
IRS990/DepreciationDepletionGrp/TotalAmt0191275
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/ExpenseAmt0572509
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07725
IRS990/FeesForServicesAccountingGrp/TotalAmt07725
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0476
IRS990/FeesForServicesLegalGrp/TotalAmt0476
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt038052
IRS990/FeesForServicesManagementGrp/TotalAmt038052
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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/PersonNm0ROBERT COPELAND
IRS990/Form990PartVIISectionAGrp/PersonNm1JERRY CARLEY
IRS990/Form990PartVIISectionAGrp/PersonNm2STEVEN HASSEVOORT
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES F LOOMIS
IRS990/Form990PartVIISectionAGrp/PersonNm4ELMA G MAYE
IRS990/Form990PartVIISectionAGrp/PersonNm5SANDRA MELANSON CSJ
IRS990/Form990PartVIISectionAGrp/PersonNm6EILEEN RUTTEN
IRS990/Form990PartVIISectionAGrp/PersonNm7BENJAMIN ULMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8JAY YELTON
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/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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0-1896
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt0409450
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0677866
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InsuranceGrp/ProgramServicesAmt01869
IRS990/InsuranceGrp/TotalAmt01869
IRS990/InterestGrp/ProgramServicesAmt068007
IRS990/InterestGrp/TotalAmt068007
IRS990/InvestmentIncomeGrp/ExclusionAmt01378
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01378
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04429906
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01495554
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01375399
IRS990/LandBldgEquipCostOrOtherBssAmt05805305
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01896
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/BOYAmt01590863
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01562627
IRS990/NetAssetsOrFundBalancesBOYAmt0559292
IRS990/NetAssetsOrFundBalancesEOYAmt0469872
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-1896
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1896
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt03098
IRS990/OccupancyGrp/ProgramServicesAmt0107925
IRS990/OccupancyGrp/TotalAmt0111023
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014088
IRS990/OfficeExpensesGrp/TotalAmt014088
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt05058
IRS990/OtherEmployeeBenefitsGrp/TotalAmt05058
IRS990/OtherExpensesGrp/Desc0CONTRACTS
IRS990/OtherExpensesGrp/Desc1ENTITY EXP
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3MAINTENANCE AND REPAIRS
IRS990/OtherExpensesGrp/ProgramServicesAmt045317
IRS990/OtherExpensesGrp/ProgramServicesAmt140312
IRS990/OtherExpensesGrp/ProgramServicesAmt220460
IRS990/OtherExpensesGrp/ProgramServicesAmt312776
IRS990/OtherExpensesGrp/TotalAmt045317
IRS990/OtherExpensesGrp/TotalAmt140312
IRS990/OtherExpensesGrp/TotalAmt220460
IRS990/OtherExpensesGrp/TotalAmt312776
IRS990/OtherLiabilitiesGrp/BOYAmt041640
IRS990/OtherLiabilitiesGrp/EOYAmt043757
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0105182
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt058782
IRS990/OtherSalariesAndWagesGrp/TotalAmt0163964
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt018763
IRS990/PayrollTaxesGrp/TotalAmt018763
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt029133
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04414
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/Desc1TENANT DAMAGES
IRS990/ProgramServiceRevenueGrp/Desc2LAUNDRY INCOME
IRS990/ProgramServiceRevenueGrp/Desc3MISCELLANEOUS INCOME
IRS990/ProgramServiceRevenueGrp/Desc4VACANCIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0269832
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12970
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22793
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3623
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4-9180
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0269832
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12970
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22793
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3623
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4-9180
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0391644
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01235
IRS990/PYOtherExpensesAmt0537705
IRS990/PYProgramServiceRevenueAmt0267192
IRS990/PYRevenuesLessExpensesAmt0-57166
IRS990/PYSalariesCompEmpBnftPaidAmt0179532
IRS990/PYTotalExpensesAmt0717237
IRS990/PYTotalRevenueAmt0660071
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-89420
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0267038
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0491279
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0556203
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0409450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0391644
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0378677
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0159410
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0366707
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01705888
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01378
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0779
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0673
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0179
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0765
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03774
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01240003
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99780
IRS990ScheduleA/PublicSupportPY170Pct00.99800
IRS990ScheduleA/PublicSupportTotal170Amt01705888
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0409450
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0391644
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0378677
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0159410
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0366707
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01705888
IRS990ScheduleA/TotalSupportAmt01709662
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt01216961
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04006908
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05223869
IRS990ScheduleD/EquipmentGrp/BookValueAmt0133263
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0306840
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0440103
IRS990ScheduleD/ExpensesNotReportedAmt01896
IRS990ScheduleD/ExpensesSubtotalAmt0765390
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt025175
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0116158
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0141333
IRS990ScheduleD/OtherExpensesIncludedAmt01896
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt023486
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt120271
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INCENTIVE PERFORMANCE FEE
IRS990ScheduleD/OtherRevenueAmt01896
IRS990ScheduleD/RevenueNotReportedAmt01896
IRS990ScheduleD/RevenueSubtotalAmt0675970
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE HAS DETERMINED THE PROJECT TO BE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT OF THE PROJECT CONSIDERS THE LIKELIHOOD OF CHANGES BY TAXING AUTHORITIES IN ITS EXEMPT ORGANIZATION RETURNS AND DISCLOSES POTENTIAL SIGNIFICANT CHANGES THAT MANAGEMENT BELIEVES ARE MORE LIKELY THAN NOT TO OCCUR UPON EXAMINATION BY TAXING AUTHORITIES. MANGAMENT HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS IN FILED RETURN THAT REQUIRE DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1LOSS ON SALE OF ASSETS 1,896
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2LOSS ON SALE OF ASSETS 1,896
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01375399
IRS990ScheduleD/TotalExpensesPerForm990Amt0765390
IRS990ScheduleD/TotalLiabilityAmt043757
IRS990ScheduleD/TotalRevenuePerForm990Amt0675970
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0677866
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0767286
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/ExplanationTxt7LOSS ON SALE OF ASSETS 1,896 LOSS ON SALE OF ASSETS -1,896
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9
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
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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