Civic Intelligence

Chera Inc.

990 • Fiscal year 2015 • EIN 59-2961522

Apr 01, 2014 to Mar 31, 2015 • Filed on Jun 12, 2015

1001 Carpenters WayLakeland, 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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

91st percentile

49%

Higher net margin than 91% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

63rd percentile

10.0%

Faster asset growth than 63% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

75th percentile

24%

Faster revenue growth than 75% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$470,488

Up $42,612 (+10.0%) from 2014

Net Assets

Up

$470,488

Up $42,612 (+10.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$68,616

Up $13,142 (+24%) from 2014

Expenses

Down

$35,131

Down $7,232 (-17%) from 2014

Net Income

Up

$33,485

Up $20,374 (+155%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$470,488
Liabilities$0
Net Assets$470,488

Operations Trend

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

2015

Revenue$68,616
Expenses$35,131
Net Income$33,485
Jump To
Filing Snapshot
Filing Period
Apr 1, 2014 to Mar 31, 2015
Signed
Jun 12, 2015
Return Version
2014v5.0
Gross Receipts
$262,459
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.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$280,763$317,230▲ $36,467
Savings and Temporary Cash Investments$143,047$127,295▼ $15,752
Cash and Non-Interest-Bearing Accounts$100$23,309▲ $23,209
Land, Buildings, and Equipment, Net$3,966$2,654▼ $1,312
Total Assets$427,876$470,488▲ $42,612
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$316,958$343,010▲ $26,052
Unrestricted Net Assets$110,918$127,478▲ $16,560
Total Net Assets Fund Balance$427,876$470,488▲ $42,612
Total Liabilities and Net Assets / Fund Balance$427,876$470,488▲ $42,612

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,654$3,907$6,561

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$316,958$13,067▲ $23,004-$343,010
2013$309,922$8,420▲ $17,471-$316,958
2012$291,832$21,712▲ $10,811-$309,922
2011$277,353$12,480▲ $8,668-$291,832
2010$174,868$92,735▲ $18,042-$277,353
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bill FisackerlyPast President
Ralph PoseyPresident
Harlene VerklerVice President
Bill FrakerBuilding Representative
Cb GambrellBuilding Representative
Pat HartleyBuilding Representative
Lola SwygertCorresponding Secretary
Janet ArmstrongParliamentarian
Joanne CottonResident Club Treasurer
Laurie MccraneySecretary
Blanche PugleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$54,104
Program Service Revenue
$0
Investment Income
$14,363
Other Revenue
$149
All Other Contributions
$54,104
Change in Net Assets
$33,485

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Clothing and Household Goods$26,922Selling Price
Total Noncash Contributions$26,922-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,361
Grants and Similar Amounts Paid$15,770
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,632--$10,632
Office Expenses$5,908$656-$6,564
Grants to Domestic Individuals$5,138--$5,138
Fees for Services Management$4,848--$4,848
Other Expenses$3,198--$3,198
Fees for Services Accounting$2,250$250-$2,500
Depreciation Depletion$1,312--$1,312
Insurance$896--$896
Advertising$43--$43
Total Functional Expenses$34,225$906$0$35,131
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$27,128
Fundraising Gross Income$26,922
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Flea Market$26,922$26,922$27,128$-206
Total Events$26,922$26,922$27,128$-206
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
Yes
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 4

The amended bylaws add voting board positions for an addiitional building representative and a health center representative.

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

Filer Name
Chera Inc
EIN
59-2961522
Phone
8638587662
Address
1001 CARPENTERS WAY, LAKELAND, FL 33809

Signing Officer

Name
Blanche Pugley
Title
Treasurer
Phone
8638595622
Signed
2015-06-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Blanche Pugley
Formed
1989
Legal Domicile
Fl
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
169

Preparer

Firm
Baylis & Company Pa Cpas
Address
53 LAKE MORTON DRIVE, LAKELAND, FL 33801-5344
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 490 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/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ENHANCE RETIREMENT LIVING FOR ALL RESIDENTS OF THE ESTATES AT CARPENTERS.
IRS990/AdvertisingGrp/ProgramServicesAmt043
IRS990/AdvertisingGrp/TotalAmt043
IRS990/AllOtherContributionsAmt054104
IRS990/BooksInCareOfDetail/PersonNm0BLANCHE PUGLEY TREASURER
IRS990/BooksInCareOfDetail/PhoneNum08638595622
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01001 CARPENTERS WAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0LAKELAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033809
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0100
IRS990/CashNonInterestBearingGrp/EOYAmt023309
IRS990/ChangeToOrgDocumentsInd01
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt054104
IRS990/CYGrantsAndSimilarPaidAmt015770
IRS990/CYInvestmentIncomeAmt014363
IRS990/CYOtherExpensesAmt019361
IRS990/CYOtherRevenueAmt0149
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt033485
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt035131
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt068616
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01312
IRS990/DepreciationDepletionGrp/TotalAmt01312
IRS990/Desc0COLLEGE SCHOLARSHIPS FOR ESTATES AT CARPENTERS EMPLOYEES TO ASSIST WORTHY EMPLOYEES WHO ARE INTERESTED IN FURTHERING THEIR EDUCATION.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt020395
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0250
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt02250
IRS990/FeesForServicesAccountingGrp/TotalAmt02500
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt04848
IRS990/FeesForServicesManagementGrp/TotalAmt04848
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt018.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt218.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt36.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt412.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt54.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
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/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
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/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0RALPH POSEY
IRS990/Form990PartVIISectionAGrp/PersonNm1HARLENE VERKLER
IRS990/Form990PartVIISectionAGrp/PersonNm2LAURIE MCCRANEY
IRS990/Form990PartVIISectionAGrp/PersonNm3LOLA SWYGERT
IRS990/Form990PartVIISectionAGrp/PersonNm4BLANCHE PUGLEY
IRS990/Form990PartVIISectionAGrp/PersonNm5JOANNE COTTON
IRS990/Form990PartVIISectionAGrp/PersonNm6BILL FISACKERLY
IRS990/Form990PartVIISectionAGrp/PersonNm7PAT HARTLEY
IRS990/Form990PartVIISectionAGrp/PersonNm8BILL FRAKER
IRS990/Form990PartVIISectionAGrp/PersonNm9CB GAMBRELL
IRS990/Form990PartVIISectionAGrp/PersonNm10JANET ARMSTRONG
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/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
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/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3CORRESPONDING SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5RESIDENT CLUB TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7BUILDING REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt8BUILDING REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt9BUILDING REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt10PARLIAMENTARIAN
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt027128
IRS990/FundraisingGrossIncomeAmt026922
IRS990/GainOrLossGrp/SecuritiesAmt04444
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt05138
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt05138
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt05138
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt010632
IRS990/GrantsToDomesticOrgsGrp/TotalAmt010632
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0171159
IRS990/GrossReceiptsAmt0262459
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt0896
IRS990/InsuranceGrp/TotalAmt0896
IRS990/InvestmentIncomeGrp/ExclusionAmt09919
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09919
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0280763
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0317230
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03907
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03966
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02654
IRS990/LandBldgEquipCostOrOtherBssAmt06561
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0166715
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0427876
IRS990/NetAssetsOrFundBalancesEOYAmt0470488
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04444
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04444
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-206
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-206
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt09127
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt026922
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0656
IRS990/OfficeExpensesGrp/ProgramServicesAmt05908
IRS990/OfficeExpensesGrp/TotalAmt06564
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0RELIGIOUS SVC/HONORARIA
IRS990/OtherExpensesGrp/ProgramServicesAmt03198
IRS990/OtherExpensesGrp/TotalAmt03198
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0355
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0355
IRS990/OtherRevenueTotalAmt0355
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BLANCHE PUGLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0ORGANIZING AND IMPLEMENTING CHARITABLE PROJECTS AS MAY BE WORTHY AND PRACTICAL FOR ALL RESIDENTS OF THE ESTATES AT CARPENTERS. THIS INCLUDES DONATIONS TO LOCAL 501(C)3 CHARITIES (TALBOT HOUSE, ANCHOR HOUSE, TEEN CHALLENGE, LIGHTHOUSE MINISTRIES, LAKELAND VOLUNTEERS IN MEDICINE, FLORIDA BAPTIST CHILDRENS' HOME AND EAC GOOD SAMARITAN FUND).
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt010632
IRS990/ProgSrvcAccomActy2Grp/GrantAmt010632
IRS990/ProgSrvcAccomActy3Grp/Desc0ARRANGING AND CONDUCTING IN HOUSE NON DENOMINATIONAL RELIGIOUS SERVICES FOR ALL RESIDENTS OF THE ESTATES AT CARPENTERS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt03198
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt042286
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt028861
IRS990/PYInvestmentIncomeAmt013317
IRS990/PYOtherExpensesAmt013502
IRS990/PYOtherRevenueAmt0-129
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt013111
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt042363
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt055474
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt033485
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0143047
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0127295
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt02450
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0390
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0453
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0318
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0327
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt03938
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MSSB 121413 JPM OTHER PAYMENTS - 2011 AMOUNT: $ 295. OTHER INCOME - 2014 AMOUNT: $ 355.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt054104
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt042286
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt054982
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt027825
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt032818
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0212015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09919
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08181
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010083
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt08733
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06775
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt043691
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt016626
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt09210
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt025836
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt026922
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt021121
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt018166
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt066209
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09919
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08181
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010083
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt08733
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06775
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt043691
IRS990ScheduleA/InvestmentIncomeCYPct00.12540
IRS990ScheduleA/InvestmentIncomePYPct00.12710
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0355
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0295
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0650
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.86140
IRS990ScheduleA/PublicSupportPY509Pct00.86710
IRS990ScheduleA/PublicSupportTotal509Amt0300122
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt02450
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0390
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0453
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0318
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0327
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt03938
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt081026
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt063407
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt073148
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt044451
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt042028
IRS990ScheduleA/Total509Grp/TotalAmt0304060
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt091300
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt071588
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt083231
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt053479
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt048803
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0348401
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt04881
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0316958
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt013067
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0343010
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt05138
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt023004
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt03914
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0309922
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt08420
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0316958
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt014941
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt017471
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt02881
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0291832
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt021712
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0309922
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt011552
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010811
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt02555
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0277353
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt012480
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0291832
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt04114
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08668
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0174868
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt092735
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0277353
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt08292
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt018042
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt02654
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03907
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06561
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0HIGHER EDUCATION SCHOLARSHIPS FOR THE ESTATES AT CARPENTERS EMPLOYEES
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02654
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027128
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FLEA MARKET
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026922
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026922
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026922
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt026922
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-206
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027128
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt027128
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt05138
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0HIGHER EDUCATION ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt05
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:
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/MethodOfDeterminingRevenuesTxt0SELLING PRICE
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NoncashContributionsRptF990Amt026922
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE AMENDED BYLAWS ADD VOTING BOARD POSITIONS FOR AN ADDIITIONAL BUILDING REPRESENTATIVE AND A HEALTH CENTER REPRESENTATIVE.

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.$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