Carpenter'S Home Estates Inc

“The return is sent to the entire board via email, comments are taken into consideration and the return is modified as necessary. A copy of the final return is provided to all of the voting members of organization's board before it is filed with the irs.”

“The conflict of interest policy is reviewed with the board of directors and key employees on an annual basis. At this time, individuals are requested to declare areas of potential conflict. If any potential conflicts are identified, the board approved policy is followed.”

“The unaudited monthly financial statements are provided to our board of directors, the president of the resident association (chera), and two resident representatives to our board of directors. The unaudited quarterly and annual financial statements are provided to all existing residents of the community, posted quarterly on municipal securities rulemaking board (msrb) website, and posted on the florida office of insurance regulation website. The audited annual financial statements are filed with the msrb and the florida office of insurance. A copy of the audited annual financial statements is provided to each board member, the two resident representatives to the board and the president of the chera, the resident association for the community. In addition, a summary of the annual financial statements is posted on our bulletin board and a copy is available in the business office for inspection by the general public upon request. The governing documents and conflict of interest policy are available to the general public at our business location upon request.”

“Oversight of audit: the audit committee of the board of directors has responsibility for oversight of audit and selection of an independent accountant. The process has not changed from the prior year. Social accountability program carpenter's home estates, inc. (the "estates") demonstrates commitment to the mission of the organization and the local community through our social accountability efforts. Our organization believes that, as a not-for-profit, we have a responsibility to make a difference in our local community. Our carpenter's cares program commits time and financial resources to making a difference in the lives of our residents, staff, families, and community that we are privileged to serve. The estates believes that any commitment to making a difference in the local community must first ensure that their dedicated staff is appreciated and supported. Our employee engagement program is designed to say, "thank you," but instances do arise when a staff member encounters an unexpected hardship. Following the adage that "charity begins at home," the carpenters cares program offers financial support to employees facing a financial, health, or other personal crisis that severely impacts their ability to maintain their day-to-day activities and responsibilities. This program has aided with unexpected medical bills, groceries, rent and mortgage payments, and electric bills. In 2024, $4,015.30 of assistance was provided to employees through this program and since the inception of this program over $49,823.30. Polk works recognized this commitment to our employees when the estates received a "best places to work" award for the 14th consecutive year. In addition, holiday food drives and school supply drives ensure that our employees can enjoy a holiday meal with their family and send their child to school prepared. Our resident's association collects and sorts through furniture and clothing donations throughout the year. These donations help to fund an employee scholarship program and help charities in the local community. Beneficiaries of our giving include peace river center, lighthouse ministries, lakeland habitat for humanity, florida baptist children's home, clark's house, and shriner's hospital for children. A sample of the organization's support for local community efforts include: - financial support of the polk senior games and host of the chess tournament - financial support for the annual fundraiser of volunteers in service to the elderly - the donation of "goodie" bags to the polk senior games for the annual informational health expo - the donation of wooden toys made by residents to our local fire department and police and sheriff's offices. - sponsorship of the lakeland and winter haven senior softball teams - financial support and employee and resident participation in the walk to end alzheimers - hosted a national night out event to raise awareness in the local community - hosted a breakfast meeting of better living for seniors, a coalition of organizations that provide services to seniors the holidays are always such an enjoyable time for the estates' family and provide the perfect opportunity to share with the community. In 2024, the estates provided 342 thanksgiving meals to project care outreach. This program offers these meals to shut-ins and those less fortunate. Every year, the estates sponsors a collection of new, unwrapped toys for the lakeland police department's "cops for kids" campaign and provides financial support for this wonderful program that benefits children from the local community and helps to ensure that each child has a present to unwrap on christmas morning. Estates' employees through a secret santa program embrace the spirit of giving for health center residents. The employees purchase gifts for our residents and santa makes a special visit at the annual christmas party. The smiles are priceless! As a member of the business community, the estates actively participates in the florida cham”