Civic Intelligence

Chera Inc.

990 • Fiscal year 2016 • EIN 59-2961522

Apr 01, 2015 to Mar 31, 2016 • Filed on Jul 19, 2016

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

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

28th percentile

-3.9%

Faster asset growth than 28% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-30%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$452,067

Down $18,421 (-3.9%) from 2015

Net Assets

Down

$452,067

Down $18,421 (-3.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$47,768

Down $20,848 (-30%) from 2015

Expenses

Up

$41,164

Up $6,033 (+17%) from 2015

Net Income

Down

$6,604

Down $26,881 (-80%) from 2015

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

2016

Assets$452,067
Liabilities$0
Net Assets$452,067

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

2016

Revenue$47,768
Expenses$41,164
Net Income$6,604
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Jul 19, 2016
Return Version
2015v2.1
Gross Receipts
$507,821
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$317,230$273,442▼ $43,788
Savings and Temporary Cash Investments$127,295$159,024▲ $31,729
Cash and Non-Interest-Bearing Accounts$23,309$18,259▼ $5,050
Land, Buildings, and Equipment, Net$2,654$1,342▼ $1,312
Total Assets$470,488$452,067▼ $18,421
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$343,010$298,694▼ $44,316
Unrestricted Net Assets$127,478$153,373▲ $25,895
Total Net Assets Fund Balance$470,488$452,067▼ $18,421
Total Liabilities and Net Assets / Fund Balance$470,488$452,067▼ $18,421

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,342$5,219$6,561

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$343,010$6,625▼ $33,608-$298,694
2015$316,958$13,067▲ $23,004-$343,010
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
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ralph PoseyPast President
Harlene VerklerPresident
Charles CourtoyVice President
Bill FrakerBuilding Representative
Cb GambrellBuilding Representative
Pat HartleyBuilding Representative
Kay LeagueCorresponding Secretary
Janice PetersonParliamentarian
Joanne CottonResident Club Treasurer
Anne HelzerSecretary
Blanche PugleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$56,633
Program Service Revenue
$0
Investment Income
$-8,327
Other Revenue
$-538
All Other Contributions
$56,633
Change in Net Assets
$6,604

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$33,794Selling Price
Total Noncash Contributions$33,794-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$22,785
Other Expenses$18,379
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$12,470--$12,470
Grants to Domestic Orgs$10,315--$10,315
Office Expenses$4,689$521-$5,210
Fees for Service Investment Mgmnt Fees$4,863--$4,863
Other Expenses$3,850--$3,850
Fees for Services Accounting$2,300--$2,300
Depreciation Depletion$1,312--$1,312
Insurance$844--$844
Total Functional Expenses$40,643$521$0$41,164
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$34,412
Fundraising Gross Income$33,794
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Flea Market$33,794$33,794$34,412$-618
Total Events$33,794$33,794$34,412$-618
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

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
2016-07-19
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
135

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 479 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/AllOtherContributionsAmt056633
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/BOYAmt023309
IRS990/CashNonInterestBearingGrp/EOYAmt018259
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt056633
IRS990/CYGrantsAndSimilarPaidAmt022785
IRS990/CYInvestmentIncomeAmt0-8327
IRS990/CYOtherExpensesAmt018379
IRS990/CYOtherRevenueAmt0-538
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt06604
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt041164
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt047768
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/ExpenseAmt026478
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt02300
IRS990/FeesForServicesAccountingGrp/TotalAmt02300
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt04863
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04863
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/PersonNm0HARLENE VERKLER
IRS990/Form990PartVIISectionAGrp/PersonNm1CHARLES COURTOY
IRS990/Form990PartVIISectionAGrp/PersonNm2ANNE HELZER
IRS990/Form990PartVIISectionAGrp/PersonNm3KAY LEAGUE
IRS990/Form990PartVIISectionAGrp/PersonNm4BLANCHE PUGLEY
IRS990/Form990PartVIISectionAGrp/PersonNm5JOANNE COTTON
IRS990/Form990PartVIISectionAGrp/PersonNm6RALPH POSEY
IRS990/Form990PartVIISectionAGrp/PersonNm7PAT HARTLEY
IRS990/Form990PartVIISectionAGrp/PersonNm8BILL FRAKER
IRS990/Form990PartVIISectionAGrp/PersonNm9CB GAMBRELL
IRS990/Form990PartVIISectionAGrp/PersonNm10JANICE PETERSON
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/FundraisingDirectExpensesAmt034412
IRS990/FundraisingGrossIncomeAmt033794
IRS990/GainOrLossGrp/SecuritiesAmt0-14431
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt012470
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt012470
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt012470
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt010315
IRS990/GrantsToDomesticOrgsGrp/TotalAmt010315
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0411210
IRS990/GrossReceiptsAmt0507821
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt0844
IRS990/InsuranceGrp/TotalAmt0844
IRS990/InvestmentIncomeGrp/ExclusionAmt06104
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06104
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0317230
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0273442
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05219
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02654
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01342
IRS990/LandBldgEquipCostOrOtherBssAmt06561
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0425641
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/NetAssetsOrFundBalancesBOYAmt0470488
IRS990/NetAssetsOrFundBalancesEOYAmt0452067
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-14431
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-14431
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-618
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-618
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-25025
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt033794
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0521
IRS990/OfficeExpensesGrp/ProgramServicesAmt04689
IRS990/OfficeExpensesGrp/TotalAmt05210
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0RELIGIOUS SVC/HONORARIA
IRS990/OtherExpensesGrp/ProgramServicesAmt03850
IRS990/OtherExpensesGrp/TotalAmt03850
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt080
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt080
IRS990/OtherRevenueTotalAmt080
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/ExpenseAmt010315
IRS990/ProgSrvcAccomActy2Grp/GrantAmt010315
IRS990/ProgSrvcAccomActy3Grp/Desc0ARRANGING AND CONDUCTING IN HOUSE NON DENOMINATIONAL RELIGIOUS SERVICES FOR ALL RESIDENTS OF THE ESTATES AT CARPENTERS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt03850
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt054104
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt015770
IRS990/PYInvestmentIncomeAmt014363
IRS990/PYOtherExpensesAmt019361
IRS990/PYOtherRevenueAmt0149
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt033485
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt035131
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt068616
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt06604
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0127295
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0159024
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt01310
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt02450
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0390
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0453
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0318
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt04921
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MSSB 121413 JPM OTHER PAYMENTS - 2011 AMOUNT: $ 295. OTHER INCOME - 2014 AMOUNT: $ 355. 2015 AMOUNT: $ 80.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt056633
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt054104
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt042286
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt054982
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt027825
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0235830
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt06104
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt09919
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08181
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt010083
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt08733
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt043020
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt016626
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt016626
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt033794
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt026922
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt021121
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt018166
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0100003
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt06104
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt09919
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08181
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt010083
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt08733
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt043020
IRS990ScheduleA/InvestmentIncomeCYPct00.10860
IRS990ScheduleA/InvestmentIncomePYPct00.12540
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt080
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0355
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0295
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0730
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.87720
IRS990ScheduleA/PublicSupportPY509Pct00.86140
IRS990ScheduleA/PublicSupportTotal509Amt0347538
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt01310
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt02450
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0390
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0453
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0318
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt04921
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt090427
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt081026
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt063407
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt073148
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt044451
IRS990ScheduleA/Total509Grp/TotalAmt0352459
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt096611
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt091300
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt071588
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt083231
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt053479
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0396209
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt04863
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0343010
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt06625
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0298694
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt012470
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-33608
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04881
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0316958
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt013067
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0343010
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt05138
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023004
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt03914
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0309922
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt08420
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0316958
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt014941
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt017471
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt02881
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0291832
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt021712
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0309922
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt011552
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010811
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt02555
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0277353
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt012480
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0291832
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt04114
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08668
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt01342
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05219
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06561
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0HIGHER EDUCATION SCHOLARSHIPS FOR THE ESTATES AT CARPENTERS EMPLOYEES
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01342
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt034412
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FLEA MARKET
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033794
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033794
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033794
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033794
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-618
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt034412
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt034412
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt012470
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0HIGHER EDUCATION ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt010
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/NoncashContributionsRptF990Amt033794
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
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

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
2016Detailed filing. Detailed filing data is available for this year.$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