Carpenter'S Home Estates Inc

“The organization delegates control over management duties that are customarily performed by or under the direct supervision of officers, directors, trustees or key employees to hms of lakeland, inc. The organization's executive director and ceo, cfo, and administrator are three of the four owners of hms. Brian robare, serving as the organization's executive director is paid from hms of lakeland, inc. $197,256. John thompson, serving as the organization's cfo is paid from hms of lakeland, inc. $80,836. These amounts include salary and benefits. The board of directors believes that the management fee is reasonable based on the duties that are performed by the management company. The board of directors also believes that the management fee does not result in private inurement or an excess benefit transaction.”

“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.”

“Carpenter's home estates, inc. (the "estates") believes that we share the responsibility to make a difference in our local community. Our carpenter's cares program commits time and financial resources to make a difference in the lives of our residents, staff, families, and community that we are privileged to serve. It recognizes our responsibility to contribute to the identification of and participation in areas of need within our local community. Our annual goal is to increase our outreach and make the 2014 carpenter's cares program a success! The carpenter's cares program at the estates focuses on service and financial support to residents, staff, and the local community. This ensures that the estates remains a great place to live and work, solidifies our position as a community partner committed to service, and provides opportunities for residents and staff members to give back to the community. Our efforts focus on meeting and enhancing the mission of the organization by supporting and financially assisting organizations in the local community and by offering the talents and services of our talented employees and residents. An organization committed 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 provided assistance with unexpected medical bills, groceries, rent and mortgage payments, and electric bills. In 2014, more than $2,800 of assistance was provided to employees through this program and since the inception of this program over $17,000. Polk works recognized this commitment to our employees when the estates received an "employer of distinction" award. This award is reserved for a select group of employers who received a "best places to work" award for three consecutive years. In addition, holiday food drives and school supply drives ensure that our employees are able to enjoy a holiday meal with their family and send their child to school prepared. Health and wellness is an integral part of the estates philosophy. Many residents and employees have been touched by illness and the estates joins together to celebrate victories and memories and to raise funds for research. Estates residents and employees participate in the annual walk for a cure and memory walk in support of the american cancer society and the alzheimer's association. Our financial support helps to support research to fight the diseases that touch so many in our community. As an exclusive platinum sponsor for the alzheimer's association in 2014, we have become a vital contributor to their organization and the accomplishment of their mission - to care for those afflicted with this disease and support the search for a cure. This wellness philosophy extends further into our community. Our financial support of the lakeland regional cancer center and the watson clinic foundation continues our commitment to cancer research, education for patients and families, and improving the wellness of the local community. Our annual support of the watson clinic's "toast for the cure" event provides funds for much needed cancer research and supports cancer patients here in the lakeland community. Our resident's association collects and sorts through clothing donations throughout the year. These donations help to fund an employee scholarship program and provide assistance to charities in the local community. Beneficiaries of our giving include peace river center, the salvation army, talbot house ministries, all saint's episcopal church, lighthouse ministries, habitat for humanity, a”