Civic Intelligence

Carleton Non Profit Housing Corporation

EIN 38-2906105 • 501(c)3 • Warren, MI

Profile

To provide housing facilities for low income senior citizens.

8425 E Twelve Mile RoadWarren, MI 48093

www.csi.coop

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

41st percentile

0.03x

Higher debt load relative to assets than 41% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

53rd percentile

0.09x

Higher debt load relative to revenue than 53% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

24th percentile

-7.9%

Higher net margin than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

96th percentile

$368,043

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 69.3% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

32nd percentile

-2.0%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

49th percentile

6.5%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$1,724,918

Down $35,851 (-2.0%) from 2024

Liabilities

Up

$47,803

Up $6,186 (+15%) from 2024

Net Assets

Down

$1,677,115

Down $42,037 (-2.4%) from 2024

Revenue

Up

$531,067

Up $32,269 (+6.5%) from 2024

Expenses

Up

$573,104

Up $21,959 (+4.0%) from 2024

Net Income

Up

-$42,037

Up $10,310 (+20%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $2,241,593Liabilities 2011: $165,298Net Assets 2011: $2,076,2952011Assets 2012: $2,066,546Liabilities 2012: $23,896Net Assets 2012: $2,042,6502012Assets 2013: $2,075,328Liabilities 2013: $24,654Net Assets 2013: $2,050,6742013Assets 2014: $2,073,538Liabilities 2014: $35,152Net Assets 2014: $2,038,3862014Assets 2015: $2,042,645Liabilities 2015: $36,040Net Assets 2015: $2,006,6052015Assets 2016: $2,025,911Liabilities 2016: $48,423Net Assets 2016: $1,977,4882016Assets 2017: $1,986,697Liabilities 2017: $53,216Net Assets 2017: $1,933,4812017Assets 2018: $1,940,746Liabilities 2018: $59,180Net Assets 2018: $1,881,5662018Assets 2019: $1,913,108Liabilities 2019: $54,883Net Assets 2019: $1,858,2252019Assets 2020: $1,870,123Liabilities 2020: $56,078Net Assets 2020: $1,814,0452020Assets 2021: $1,801,079Liabilities 2021: $35,872Net Assets 2021: $1,765,2072021Assets 2022: $1,834,636Liabilities 2022: $61,830Net Assets 2022: $1,772,8062022Assets 2023: $1,856,904Liabilities 2023: $85,405Net Assets 2023: $1,771,4992023Assets 2024: $1,760,769Liabilities 2024: $41,617Net Assets 2024: $1,719,1522024Assets 2025: $1,724,918Liabilities 2025: $47,803Net Assets 2025: $1,677,1152025

Highlighted filing

2025

Assets$1,724,918
Liabilities$47,803
Net Assets$1,677,115

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $460,1982011Expenses 2012: $328,3042012Revenue 2013: $341,678Expenses 2013: $333,654Net Income 2013: $8,0242013Revenue 2014: $331,060Expenses 2014: $343,348Net Income 2014: -$12,2882014Revenue 2015: $319,211Expenses 2015: $350,992Net Income 2015: -$31,7812015Revenue 2016: $326,548Expenses 2016: $355,665Net Income 2016: -$29,1172016Revenue 2017: $338,520Expenses 2017: $382,527Net Income 2017: -$44,0072017Revenue 2018: $376,475Expenses 2018: $428,390Net Income 2018: -$51,9152018Revenue 2019: $392,216Expenses 2019: $415,557Net Income 2019: -$23,3412019Revenue 2020: $416,905Expenses 2020: $461,085Net Income 2020: -$44,1802020Revenue 2021: $415,319Expenses 2021: $464,157Net Income 2021: -$48,8382021Revenue 2022: $471,508Expenses 2022: $463,909Net Income 2022: $7,5992022Revenue 2023: $502,286Expenses 2023: $503,593Net Income 2023: -$1,3072023Revenue 2024: $498,798Expenses 2024: $551,145Net Income 2024: -$52,3472024Revenue 2025: $531,067Expenses 2025: $573,104Net Income 2025: -$42,0372025

Highlighted filing

2025

Revenue$531,067
Expenses$573,104
Net Income-$42,037

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.05$1.68$0.53$0.57$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.04$1.72$0.50$0.55$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.09$1.77$0.50$0.50$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.83$0.06$1.77$0.47$0.46$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.04$1.77$0.42$0.46$0.05
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.06$1.81$0.42$0.46$0.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.05$1.86$0.39$0.42$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.06$1.88$0.38$0.43$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.05$1.93$0.34$0.38$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.05$1.98$0.33$0.36$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.04$2.01$0.32$0.35$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.07$0.04$2.04$0.33$0.34$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$0.02$2.05$0.34$0.33$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.07$0.02$2.04$0.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.24$0.17$2.08$0.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 2, 2025
Return Version
2024v5.2
Gross Receipts
$531,067
Mission and Program Overview

Mission

To provide housing facilities for low income senior citizens.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,212,224$1,125,775▼ $86,449
Investments Program Related$524,782$571,485▲ $46,703
Prepaid Expenses and Deferred Charges$7,744$7,683▼ $61
Accounts Receivable$1,038$3,990▲ $2,952
Cash and Non-Interest-Bearing Accounts$5,140$3,143▼ $1,997
Total Assets$1,760,769$1,724,918▼ $35,851
Other Assets Total$9,841$12,842▲ $3,001
Liabilities
Accounts Payable and Accrued Expenses$23,818$27,421▲ $3,603
Other Liabilities$11,857$14,788▲ $2,931
Deferred Revenue$5,942$5,594▼ $348
Total Liabilities$41,617$47,803▲ $6,186
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,719,152$1,677,115▼ $42,037
Total Net Assets Fund Balance$1,719,152$1,677,115▼ $42,037
Total Liabilities and Net Assets / Fund Balance$1,760,769$1,724,918▼ $35,851

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,027,339$2,135,100$3,162,439
Leasehold Improvements$56,467$15,989$72,456
Land$41,969-$41,969
Equipment$0$14,421$14,421
Investment Program Related Org$22,096--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Annie MitchellFormer President
Sheryle MoreyPresident
Gloria ParrisFormer Vice President
Mary DalessandroVice President
Catherine PowellDirector
Deanie RobinsonDirector
Ethel YoungDirector
Gerald Mahom JrDirector
Gina CarterDirector
Gloria HarrisDirector
Judy RobertsFormer Director
Marietta MartinFormer Director
Anne SackrisonAssistant Secretary
Cindy LambAssistant Treasurer
Tim BraunscheidalChief Operations Officer
Mel HudsonNational Construction Manager
Diane SmithNational Development Manager
Darla HuttingerRegional Manager
Marguerite D AngeloRegional Manager
Jeri DraughonSecretary
Shirley MorelandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$284,054
Program Service Revenue
$226,971
Investment Income
$17,476
Other Revenue
$2,566
Change in Net Assets
$-42,037

Audited Revenue Reconciliation

Revenue per Audited Statements
$531,067
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$531,067
Total Revenue per Form 990
$531,067
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$573,104
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$254,891--$254,891
Depreciation Depletion$86,448--$86,448
Fees for Services Management-$37,051-$37,051
Insurance$36,992--$36,992
Other Expenses$35,549$45,266-$35,549
Office Expenses-$32,130-$32,130
Fees for Services Accounting-$12,980-$12,980
Advertising-$2,731-$2,731
Total Functional Expenses$442,946$130,158$0$573,104

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$573,104
Total Expenses per Audited Statements$573,104
Total Expenses per Form 990$573,104
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$10,673
Accrued Mgmt Fee Payable$3,114
Residual Receipts Avail for Recaptu$1,001
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 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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The apartment project is managed by a related entity, csi support & development services. The management contract encompasses the day to day operations of the project including, but not limited to, collection of rents, maintenance of facilities, supervision of staff, and ongoing support for both the owners and tenants as needed in order to establish a safe, sanitary and affordable environment. Listed in part vii, section a, csi support & development services compensates all highest compensated employees along with 90% of anne sackrison's and 95% of cindy lamb's wages, respectively.

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

The form 990 is presented at a board of directors meeting before it is signed and submitted.

Form 990, Part VI, Section B, Line 12C

An annual conflict of interest statement is filled out by board members and upper management employees, then submitted. A control is maintained as to the receipt of this annual form.

Form 990, Part VI, Section B, Line 15A

The board periodically conducts compensation studies and determines the compensation of the general manager.

Form 990, Part VI, Section C, Line 19

The form 990 and all related financial and policy information are made available to the public upon written request.

FORM 990, PART VII, SECTION A, LINE 1A, COLUMN B:

Description of hours worked for related organizations all of the officers, directors, and employees listed in part vii, section a perform similar duties and have similar responsibilities for related organizations as they do for this organization. Their total hours worked per week for this organization are similar to their hours worked for related organizations both in terms of number of hours and type of work performed.

Filing and Contact Details

Filer

Filer Name
Carleton Non-profit Housing Corporation
EIN
38-2906105
Phone
5867539002
Address
8425 E TWELVE MILE ROAD, WARREN, MI 48093

Signing Officer

Name
Cindy Lamb
Title
Assistant Treasurer
Phone
5867539002
Signed
2025-10-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cindy Lamb
Formed
1989
Legal Domicile
Mi
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
5

Preparer

Firm
DAUBY O'CONNOR & ZALESKI LLC
Address
501 CONGRESSIONAL BLVD 300, CARMEL, IN 46032
Preparer
Lucas Autry
Phone
3178485700
Supplemental Narrative

Additional Explanations

FORM 990, PAGE 12, PART XII, LINE 2C:

Overview of audit function the audit committee assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant.

Financial Statement Notes

PART X, LINE 2:

The corporation is exempt from federal income tax under section 501(c)(3) of the internal revenue code and state income tax and has been classified as an other than private foundation. Accordingly, no provision for federal and state taxes on revenue and income has been recognized in the accompanying financial statements. Generally, the federal and state tax returns are subject to examinations for the three years after the later of the original or extended due date or the date filed with the applicable tax authority.

Raw XML AppendixShowing 400 of 1,795 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.

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IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08425 E TWELVE MILE ROAD
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IRS990/Desc0CARLETON NON-PROFIT HOUSING CORPORATION, IS A MICHIGAN NON-PROFIT HOUSING CORPORATION ORGANIZED ON A NON-STOCK BASIS BY COOPERATIVE SERVICES, INC., A MICHIGAN NON-PROFIT COOPERATIVE. THE CORPORATION WAS FORMED IN NOVEMBER 1989 TO ACQUIRE AN INTEREST IN REAL PROPERTY LOCATED IN CARLETON, MICHIGAN AND TO CONSTRUCT AND OPERATE THEREON AN APARTMENT PROJECT OF 47 UNITS. HOUSING IS PROVIDED TO LOW INCOME SENIORS IN COOPERATION WITH THE US DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5ASSISTANT SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12REGIONAL MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt13REGIONAL MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt14NATIONAL DEVELOPMENT MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt15NATIONAL CONSTRUCTION MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHIEF OPERATIONS OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt17FORMER PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18FORMER VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19FORMER DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20FORMER DIRECTOR
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12:
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