Civic Intelligence

Chera Inc.

990 • Fiscal year 2014 • EIN 59-2961522

Apr 01, 2013 to Mar 31, 2014 • Filed on Aug 12, 2014

Organization ProfileN/A
1001 Carpenters WayLakleand, FL 33809

(863) 858-7662

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

55th percentile

4.9%

Faster asset growth than 55% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

37th percentile

-6.0%

Faster revenue growth than 37% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$427,876

Up $19,897 (+4.9%) from 2013

Net Assets

Up

$427,876

Up $19,897 (+4.9%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin80th percentile

Revenue

Down

$55,474

Down $3,523 (-6.0%) from 2013

Expenses

Up

$42,363

Up $6,610 (+18%) from 2013

Net Income

Down

$13,111

Down $10,133 (-44%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$800K$600K$400K$200K$0Assets 2011: $347,735Liabilities 2011: $0Net Assets 2011: $347,7352011Assets 2012: $376,220Liabilities 2012: $0Net Assets 2012: $376,2202012Assets 2013: $407,979Liabilities 2013: $0Net Assets 2013: $407,9792013Assets 2014: $427,876Liabilities 2014: $0Net Assets 2014: $427,8762014Assets 2015: $470,488Liabilities 2015: $0Net Assets 2015: $470,4882015Assets 2016: $452,067Liabilities 2016: $0Net Assets 2016: $452,0672016Assets 2017: $501,332Liabilities 2017: $0Net Assets 2017: $501,3322017Assets 2018: $536,263Liabilities 2018: $0Net Assets 2018: $536,2632018Assets 2019: $570,562Liabilities 2019: $0Net Assets 2019: $570,5622019Assets 2020: $570,140Liabilities 2020: $0Net Assets 2020: $570,1402020Assets 2021: $619,899Liabilities 2021: $0Net Assets 2021: $619,8992021Assets 2022: $634,330Liabilities 2022: $0Net Assets 2022: $634,3302022Assets 2023: $645,688Liabilities 2023: $0Net Assets 2023: $645,6882023Assets 2024: $703,963Liabilities 2024: $0Net Assets 2024: $703,9632024Assets 2025: $743,510Liabilities 2025: $0Net Assets 2025: $743,5102025

Highlighted filing

2014

Assets$427,876
Liabilities$0
Net Assets$427,876
Open 2014 Filing

Operations Trend

Revenue Growth37th percentile

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

$100K$50K$0Expenses 2011: $25,4872011Expenses 2012: $24,9502012Revenue 2013: $58,997Expenses 2013: $35,753Net Income 2013: $23,2442013Revenue 2014: $55,474Expenses 2014: $42,363Net Income 2014: $13,1112014Revenue 2015: $68,616Expenses 2015: $35,131Net Income 2015: $33,4852015Revenue 2016: $47,768Expenses 2016: $41,164Net Income 2016: $6,6042016Revenue 2017: $68,147Expenses 2017: $35,462Net Income 2017: $32,6852017Revenue 2018: $92,936Expenses 2018: $40,566Net Income 2018: $52,3702018Revenue 2019: $64,725Expenses 2019: $36,060Net Income 2019: $28,6652019Revenue 2020: $84,397Expenses 2020: $43,641Net Income 2020: $40,7562020Revenue 2021: $35,846Expenses 2021: $24,634Net Income 2021: $11,2122021Revenue 2022: $65,206Expenses 2022: $33,336Net Income 2022: $31,8702022Revenue 2023: $65,901Expenses 2023: $33,419Net Income 2023: $32,4822023Revenue 2024: $80,856Expenses 2024: $30,907Net Income 2024: $49,9492024Revenue 2025: $68,692Expenses 2025: $29,145Net Income 2025: $39,5472025

Highlighted filing

2014

Revenue$55,474
Expenses$42,363
Net Income$13,111
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
Aug 12, 2014
Return Version
2013v3.0
Gross Receipts
$359,554
Mission and Program Overview

Mission

Enhance retirement living for all residents of the estates at carpenters in a manner that will protect their residential rights and privileges plus establish and define their responsibilities. Arrange and conduct non denominational religious services for all residents of the estates at carpenters.interact with the estates at carpenters board of directors and estates at carpenters management on behalf of all residents to promote improvements to our continuing care community and achieve a lifestyle that our residents desire, within affordable financial limits.

Enhance retirement living for all residents of the estates at carpenters.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$262,742$280,763▲ $18,021
Savings and Temporary Cash Investments$139,859$143,047▲ $3,188
Land, Buildings, and Equipment, Net$5,278$3,966▼ $1,312
Cash and Non-Interest-Bearing Accounts$100$100→ $0
Total Assets$407,979$427,876▲ $19,897
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$309,922$316,958▲ $7,036
Unrestricted Net Assets$98,057$110,918▲ $12,861
Total Net Assets Fund Balance$407,979$427,876▲ $19,897
Total Liabilities and Net Assets / Fund Balance$407,979$427,876▲ $19,897

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,966$2,595$6,561

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$309,922$8,420▲ $17,471-$316,958
2013$291,832$21,712▲ $10,811-$309,922
2012$277,353$12,480▲ $8,668-$291,832
2011$174,868$92,735▲ $18,042-$277,353
2010$146,680$36,696▲ $7,705-$174,868
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
RORY 'O MOREPast President
Bill FisackerlyPresident
Bill Fraker Thru 812Former Vice President
Ralph Posey From 912Vice President
Lola SwygertAssistant Secretary
Joanne CottonAssistant Treasurer
Bill Fraker From Dec 18Building Representative
Harvey Hester Thru Dec 17Building Representative
Janet ArmstrongParliamentarian
Peggy PeppersSecretary
Blanche PugleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$42,286
Program Service Revenue
$0
Investment Income
$13,317
Other Revenue
$-129
All Other Contributions
$42,286
Change in Net Assets
$13,111
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$28,861
Other Expenses$13,502
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$14,941--$14,941
Grants to Domestic Orgs$13,920--$13,920
Fees for Service Investment Mgmnt Fees$3,914--$3,914
Other Expenses$3,575--$3,575
Fees for Services Accounting$2,250$250-$2,500
Office Expenses$1,981$220-$2,201
Depreciation Depletion$1,312--$1,312
Total Functional Expenses$41,893$470$0$42,363
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
59-2347336-501(c)3PURCHASE OF VAN AND SUPPORT OF EAC'S GOOD SAMARITAN FUND AND K9S FOR COPS.$6,545
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$21,250
Fundraising Gross Income$21,121
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$21,121$21,121$21,250$-129
Total Events$21,121$21,121$21,250$-129
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Every resident of "the estates at carpenters" of lakeland, florida, is a member of the residents association.”

Form 990, Part VI, Section A, Line 7A

“Every member is entitled to vote at the annual meeting, a quarterly meeting or special called meeting for such matters as shall call for a vote. A quorum for the meetings of the residents shall consist of those attending the meeting. Annual elections are held on the second tuesday in march. Nominations of potential candidates are made by and voted on by the organization's members.”

Form 990, Part VI, Section B, Line 11

“The governing body will review the form 990 at the monthly meeting prior to filing.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are available to the residents and public at all times. The documents are stored in a notebook that is placed in a glass bookcase located in the chera library. In addition the minutes and treasurer's report are posted in a glass display case outside the dining room.”

Filing and Contact Details

Filer

EIN
59-2961522
Phone
8638587662

Signing Officer

Name
Blanche Pugley
Title
Treasurer
Phone
8638595622
Signed
2014-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Blanche Pugley
Formed
1989
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
249

Preparer

Preparer
Nancy M Noe
Phone
8636888841
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Higher education scholarships for the estates at carpenters employees”

Raw XML AppendixShowing 400 of 470 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/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2FORMER VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4ASSISTANT SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8BUILDING REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt9BUILDING REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt10PARLIAMENTARIAN
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IRS990/MissionDesc0ENHANCE RETIREMENT LIVING FOR ALL RESIDENTS OF THE ESTATES AT CARPENTERS IN A MANNER THAT WILL PROTECT THEIR RESIDENTIAL RIGHTS AND PRIVILEGES PLUS ESTABLISH AND DEFINE THEIR RESPONSIBILITIES. ARRANGE AND CONDUCT NON DENOMINATIONAL RELIGIOUS SERVICES FOR ALL RESIDENTS OF THE ESTATES AT CARPENTERS.INTERACT WITH THE ESTATES AT CARPENTERS BOARD OF DIRECTORS AND ESTATES AT CARPENTERS MANAGEMENT ON BEHALF OF ALL RESIDENTS TO PROMOTE IMPROVEMENTS TO OUR CONTINUING CARE COMMUNITY AND ACHIEVE A LIFESTYLE THAT OUR RESIDENTS DESIRE, WITHIN AFFORDABLE FINANCIAL LIMITS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0ARRANGING AND CONDUCTING IN HOUSE NON DENOMINATIONAL RELIGIOUS SERVICES FOR ALL RESIDENTS OF THE ESTATES AT CARPENTERS.
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IRS990/PYContributionsGrantsAmt054982
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt011552
IRS990/PYInvestmentIncomeAmt04045
IRS990/PYOtherExpensesAmt024201
IRS990/PYOtherRevenueAmt0-30
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt023244
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt035753
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt058997
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt013111
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0139859
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0143047
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0390
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0453
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0318
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0327
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt01488
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt042286
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt054982
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt027825
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt032818
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt036696
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0194607
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08181
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010083
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08733
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06775
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05135
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt038907
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt016626
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt09210
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07141
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt032977
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt021121
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt018166
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt039287
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08181
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt010083
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08733
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06775
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05135
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt038907
IRS990ScheduleA/InvestmentIncomeCYPct00.12710
IRS990ScheduleA/InvestmentIncomePYPct00.13490
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0295
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0295
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.86710
IRS990ScheduleA/PublicSupportPY509Pct00.86000
IRS990ScheduleA/PublicSupportTotal509Amt0265383
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0390
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0453
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0318
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0327
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01488
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063407
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt073148
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt044451
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt042028
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt043837
IRS990ScheduleA/Total509Grp/TotalAmt0266871
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt071588
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt083231
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt053479
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt048803
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt048972
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0306073
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt03914
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0309922
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt08420
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0316958
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt014941
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt017471
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt02881
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0291832
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt021712
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0309922
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt011552
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010811
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt02555
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0277353
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt012480
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0291832
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt04114
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08668
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0174868
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt092735
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0277353
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt08292
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt018042
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0146680
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt036696
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0174868
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt016213
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07705
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt03966
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02595
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06561
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0HIGHER EDUCATION SCHOLARSHIPS FOR THE ESTATES AT CARPENTERS EMPLOYEES
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03966
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021121
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021121
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021121
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021121
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0FLEA MARKET
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-129
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021250
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021250
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt014941
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0HIGHER EDUCATION ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
IRS990ScheduleI/RecipientTable/CashGrantAmt06545
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PURCHASE OF VAN AND SUPPORT OF EAC'S GOOD SAMARITAN FUND AND K9S FOR COPS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10CARPENTERS HOME ESTATES INC
IRS990ScheduleI/RecipientTable/RecipientEIN0592347336
IRS990ScheduleI/RecipientTable/USAddress/AddressLine101001 CARPENTERS WAY
IRS990ScheduleI/RecipientTable/USAddress/City0LAKELAND
IRS990ScheduleI/RecipientTable/USAddress/State0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode033809
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT MONITOR THE USE OF GRANT FUNDS AS THE FUNDS ARE PAID DIRECTLY TO THE COLLEGE OR UNIVERSITY FOR THE BENEFIT OF THE INDIVIDUAL.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EVERY RESIDENT OF "THE ESTATES AT CARPENTERS" OF LAKELAND, FLORIDA, IS A MEMBER OF THE RESIDENTS ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EVERY MEMBER IS ENTITLED TO VOTE AT THE ANNUAL MEETING, A QUARTERLY MEETING OR SPECIAL CALLED MEETING FOR SUCH MATTERS AS SHALL CALL FOR A VOTE. A QUORUM FOR THE MEETINGS OF THE RESIDENTS SHALL CONSIST OF THOSE ATTENDING THE MEETING. ANNUAL ELECTIONS ARE HELD ON THE SECOND TUESDAY IN MARCH. NOMINATIONS OF POTENTIAL CANDIDATES ARE MADE BY AND VOTED ON BY THE ORGANIZATION'S MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING BODY WILL REVIEW THE FORM 990 AT THE MONTHLY MEETING PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE RESIDENTS AND PUBLIC AT ALL TIMES. THE DOCUMENTS ARE STORED IN A NOTEBOOK THAT IS PLACED IN A GLASS BOOKCASE LOCATED IN THE CHERA LIBRARY. IN ADDITION THE MINUTES AND TREASURER'S REPORT ARE POSTED IN A GLASS DISPLAY CASE OUTSIDE THE DINING ROOM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0309922
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0316958
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$427,876
Liabilities
$0
Net assets
$427,876
Revenue
$55,474
Expenses
$42,363
Net income
$13,111
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$0.69$0.29$0.40
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.04$0.00$7.04$0.81$0.31$0.50
2023Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$0.66$0.33$0.32
2022Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.65$0.33$0.32
2021Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$0.36$0.25$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.70$0.00$5.70$0.84$0.44$0.41
2019Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.65$0.36$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.36$0.00$5.36$0.93$0.41$0.52
2017Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.68$0.35$0.33
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.52$0.00$4.52$0.48$0.41$0.07
2015Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.69$0.35$0.33
2014Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.55$0.42$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.08$0.00$4.08$0.59$0.36$0.23
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.76$0.00$3.76$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.48$0.00$3.48$0.25