Civic Intelligence

Chera Inc.

990 • Fiscal year 2017 • EIN 59-2961522

Apr 01, 2016 to Mar 31, 2017 • Filed on Jul 05, 2017

1001 Carpenters WayLakeland, FL 33809

(863) 858-3847

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.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

43%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$501,332

Up $49,265 (+11%) from 2016

Net Assets

Up

$501,332

Up $49,265 (+11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$68,147

Up $20,379 (+43%) from 2016

Expenses

Down

$35,462

Down $5,702 (-14%) from 2016

Net Income

Up

$32,685

Up $26,081 (+395%) from 2016

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

2017

Assets$501,332
Liabilities$0
Net Assets$501,332

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

2017

Revenue$68,147
Expenses$35,462
Net Income$32,685
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Jul 5, 2017
Return Version
2016v3.0
Gross Receipts
$99,870
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
Savings and Temporary Cash Investments$159,024$255,821▲ $96,797
Investments in Publicly Traded Securities$273,442$225,840▼ $47,602
Cash and Non-Interest-Bearing Accounts$18,259$19,641▲ $1,382
Land, Buildings, and Equipment, Net$1,342$30▼ $1,312
Total Assets$452,067$501,332▲ $49,265
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$298,694$324,483▲ $25,789
Unrestricted Net Assets$153,373$176,849▲ $23,476
Total Net Assets Fund Balance$452,067$501,332▲ $49,265
Total Liabilities and Net Assets / Fund Balance$452,067$501,332▲ $49,265

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$30$6,531$6,561

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$298,694$4,920▲ $35,180-$324,483
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
Compensation and Service Providers

Board Members and Trustees

NameTitle
Harlene VerklerPast President
Charles CourtoyPresident
Mike LeagueVice President
Bill FrakerBuilding Representative
Cb Gambrell Thru 1016Building Representative
Pat HartleyBuilding Representative
Robert Whittaker 1116-317Building Representative
Jane MillerCorresponding Secretary
Janice PetersonParliamentarian
Sally PoseyResident Club Treasurer
Joan QuinnSecretary
Blanche PugleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$49,162
Program Service Revenue
$0
Investment Income
$19,004
Other Revenue
$-19
All Other Contributions
$49,162
Change in Net Assets
$32,685
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$19,767
Other Expenses$15,695
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,007--$10,007
Grants to Domestic Individuals$9,760--$9,760
Fees for Service Investment Mgmnt Fees$4,550--$4,550
Other Expenses$3,565--$3,565
Office Expenses$3,085$343-$3,428
Fees for Services Accounting$1,950--$1,950
Depreciation Depletion$1,312--$1,312
Insurance$844--$844
Advertising$46--$46
Total Functional Expenses$35,119$343$0$35,462
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$23,900
Fundraising Gross Income$23,881
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Flea Market$23,881$23,881$23,900$-19
Total Events$23,881$23,881$23,900$-19
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 11B

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
8638583847
Address
1001 CARPENTERS WAY, LAKELAND, FL 33809

Signing Officer

Name
Wyanda Mitchell
Title
Treasurer
Phone
9412764207
Signed
2017-07-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wyanda Mitchell
Formed
1989
Legal Domicile
Fl
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
155

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

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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
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IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt010007
IRS990/ProgSrvcAccomActy2Grp/GrantAmt010007
IRS990/ProgSrvcAccomActy3Grp/Desc0ARRANGING AND CONDUCTING IN HOUSE NON DENOMINATIONAL RELIGIOUS SERVICES FOR ALL RESIDENTS OF THE ESTATES AT CARPENTERS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt03565
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt056633
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt022785
IRS990/PYInvestmentIncomeAmt0-8327
IRS990/PYOtherExpensesAmt018379
IRS990/PYOtherRevenueAmt0-538
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt06604
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt041164
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt047768
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt032685
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0159024
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0255821
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt01385
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt01310
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt02450
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0390
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0453
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt05988
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2014 AMOUNT: $ 355. 2015 AMOUNT: $ 80.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt049162
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt056633
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt054104
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt042286
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt054982
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0257167
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08946
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06104
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt09919
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt08181
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt010083
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt043233
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt023881
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt033794
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt026922
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt021121
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt018166
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0123884
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08946
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06104
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt09919
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt08181
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt010083
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt043233
IRS990ScheduleA/InvestmentIncomeCYPct00.10180
IRS990ScheduleA/InvestmentIncomePYPct00.10860
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt080
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0355
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0435
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.88310
IRS990ScheduleA/PublicSupportPY509Pct00.87720
IRS990ScheduleA/PublicSupportTotal509Amt0375063
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt01385
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt01310
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt02450
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0390
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0453
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt05988
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt073043
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt090427
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt081026
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt063407
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt073148
IRS990ScheduleA/Total509Grp/TotalAmt0381051
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt081989
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt096611
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt091300
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt071588
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt083231
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0424719
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt04550
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0298694
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt04920
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0324483
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt09761
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt035180
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04863
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0343010
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt06625
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0298694
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt012470
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-33608
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt04881
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0316958
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt013067
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0343010
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt05138
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023004
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt03914
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0309922
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt08420
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0316958
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt014941
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt017471
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt02881
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0291832
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt021712
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0309922
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt011552
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010811
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt030
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06531
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06561
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0HIGHER EDUCATION SCHOLARSHIPS FOR THE ESTATES AT CARPENTERS EMPLOYEES
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt030
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023900
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FLEA MARKET
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023881
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023881
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023881
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023881
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-19
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt023900
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt023900
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt09760
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0HIGHER EDUCATION ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt07
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
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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00

Document Assets

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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