Civic Intelligence

Chera Inc.

990 • Fiscal year 2018 • EIN 59-2961522

Apr 01, 2017 to Mar 31, 2018 • Filed on Jul 31, 2018

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

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

93rd percentile

56%

Higher net margin than 93% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

63rd percentile

7.0%

Faster asset growth than 63% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

82nd percentile

36%

Faster revenue growth than 82% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$536,263

Up $34,931 (+7.0%) from 2017

Net Assets

Up

$536,263

Up $34,931 (+7.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$92,936

Up $24,789 (+36%) from 2017

Expenses

Up

$40,566

Up $5,104 (+14%) from 2017

Net Income

Up

$52,370

Up $19,685 (+60%) from 2017

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

2018

Assets$536,263
Liabilities$0
Net Assets$536,263

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

2018

Revenue$92,936
Expenses$40,566
Net Income$52,370
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Jul 31, 2018
Return Version
2017v2.3
Gross Receipts
$366,476
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$225,840$305,314▲ $79,474
Savings and Temporary Cash Investments$255,821$207,785▼ $48,036
Cash and Non-Interest-Bearing Accounts$19,641$23,164▲ $3,523
Land, Buildings, and Equipment, Net$30$0▼ $30
Total Assets$501,332$536,263▲ $34,931
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$324,483$330,514▲ $6,031
Unrestricted Net Assets$176,849$205,749▲ $28,900
Total Net Assets Fund Balance$501,332$536,263▲ $34,931
Total Liabilities and Net Assets / Fund Balance$501,332$536,263▲ $34,931

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$6,561$6,561

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$324,483$5,167▲ $11,282-$330,514
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
Compensation and Service Providers

Board Members and Trustees

NameTitle
Charles CourtoyPast President
Mike LeaguePresident
Dean SarbaughVice President
Edgar LeeBuilding Representative
Elaine HowellBuilding Representative
Robert WhittakerBuilding Representative
Jane MillerCorresponding Secretary
Janice PetersonParliamentarian
Sally PoseyResident Club Treasurer
Joan QuinnSecretary
Wyanda MitchellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$64,582
Program Service Revenue
$0
Investment Income
$29,128
Other Revenue
$-774
All Other Contributions
$64,582
Change in Net Assets
$52,370

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$35,878Thrift Shop Value
Total Noncash Contributions$35,878-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$21,567
Other Expenses$18,999
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$16,042--$16,042
Office Expenses$5,563$618-$6,181
Grants to Domestic Individuals$5,525--$5,525
Fees for Service Investment Mgmnt Fees$4,893--$4,893
Other Expenses$4,475--$4,475
Fees for Services Accounting$1,950--$1,950
Insurance$844--$844
Conferences and Meetings$563$63-$626
Depreciation Depletion$30--$30
Total Functional Expenses$39,885$681$0$40,566
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CARPENTER'S HOME ESTATES INCLakeland, FL501(c)(3)General Support$7,657
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$38,698
Fundraising Gross Income$36,129
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Flea Market$36,129$36,129$38,698$-2,569
Total Events$36,129$36,129$38,698$-2,569
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
2018-07-31
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
186

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 499 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/AllOtherContributionsAmt064582
IRS990/BooksInCareOfDetail/PersonNm0WYANDA MITCHELL TREASURER
IRS990/BooksInCareOfDetail/PhoneNum09412764207
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/BOYAmt019641
IRS990/CashNonInterestBearingGrp/EOYAmt023164
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt063
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0563
IRS990/ConferencesMeetingsGrp/TotalAmt0626
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt064582
IRS990/CYGrantsAndSimilarPaidAmt021567
IRS990/CYInvestmentIncomeAmt029128
IRS990/CYOtherExpensesAmt018999
IRS990/CYOtherRevenueAmt0-774
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt052370
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt040566
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt092936
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt030
IRS990/DepreciationDepletionGrp/TotalAmt030
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/ExpenseAmt05525
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01950
IRS990/FeesForServicesAccountingGrp/TotalAmt01950
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt04893
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04893
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/PersonNm0MIKE LEAGUE
IRS990/Form990PartVIISectionAGrp/PersonNm1DEAN SARBAUGH
IRS990/Form990PartVIISectionAGrp/PersonNm2JOAN QUINN
IRS990/Form990PartVIISectionAGrp/PersonNm3JANE MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm4WYANDA MITCHELL
IRS990/Form990PartVIISectionAGrp/PersonNm5SALLY POSEY
IRS990/Form990PartVIISectionAGrp/PersonNm6CHARLES COURTOY
IRS990/Form990PartVIISectionAGrp/PersonNm7ELAINE HOWELL
IRS990/Form990PartVIISectionAGrp/PersonNm8EDGAR LEE
IRS990/Form990PartVIISectionAGrp/PersonNm9ROBERT WHITTAKER
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/FundraisingDirectExpensesAmt038698
IRS990/FundraisingGrossIncomeAmt036129
IRS990/GainOrLossGrp/SecuritiesAmt018580
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt05525
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt05525
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt05525
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt016042
IRS990/GrantsToDomesticOrgsGrp/TotalAmt016042
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0253422
IRS990/GrossReceiptsAmt0366476
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt0844
IRS990/InsuranceGrp/TotalAmt0844
IRS990/InvestmentIncomeGrp/ExclusionAmt010548
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010548
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0225840
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0305314
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06561
IRS990/LandBldgEquipBasisNetGrp/BOYAmt030
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt06561
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0234842
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/NetAssetsOrFundBalancesBOYAmt0501332
IRS990/NetAssetsOrFundBalancesEOYAmt0536263
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt018580
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt018580
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-2569
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-2569
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-17439
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt035878
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0618
IRS990/OfficeExpensesGrp/ProgramServicesAmt05563
IRS990/OfficeExpensesGrp/TotalAmt06181
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0RELIGIOUS SVC/HONORARIA
IRS990/OtherExpensesGrp/ProgramServicesAmt04475
IRS990/OtherExpensesGrp/TotalAmt04475
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt01795
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01795
IRS990/OtherRevenueTotalAmt01795
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WYANDA MITCHELL
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/ExpenseAmt029885
IRS990/ProgSrvcAccomActy2Grp/GrantAmt016042
IRS990/ProgSrvcAccomActy3Grp/Desc0ARRANGING AND CONDUCTING IN HOUSE NON DENOMINATIONAL RELIGIOUS SERVICES FOR ALL RESIDENTS OF THE ESTATES AT CARPENTERS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt04475
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt049162
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt019767
IRS990/PYInvestmentIncomeAmt019004
IRS990/PYOtherExpensesAmt015695
IRS990/PYOtherRevenueAmt0-19
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt032685
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt035462
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt068147
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt052370
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0255821
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0207785
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt04095
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt01385
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt01310
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt02450
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0390
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt09630
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2014 AMOUNT: $ 355. 2015 AMOUNT: $ 80. 2017 AMOUNT: $ 1,795.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt064582
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt049162
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt056633
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt054104
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt042286
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0266767
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010548
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08946
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06104
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt09919
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt08181
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt043698
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt036129
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt023881
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt033794
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt026922
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt021121
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0141847
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010548
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08946
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06104
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt09919
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt08181
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt043698
IRS990ScheduleA/InvestmentIncomeCYPct00.09610
IRS990ScheduleA/InvestmentIncomePYPct00.10180
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01795
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt080
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0355
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02230
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.87780
IRS990ScheduleA/PublicSupportPY509Pct00.88310
IRS990ScheduleA/PublicSupportTotal509Amt0398984
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt04095
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt01385
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt01310
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt02450
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0390
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt09630
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0100711
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt073043
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt090427
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt081026
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt063407
IRS990ScheduleA/Total509Grp/TotalAmt0408614
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0113054
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt081989
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt096611
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt091300
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt071588
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0454542
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt04893
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0324483
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt05167
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0330514
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt05525
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt011282
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04550
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0298694
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt04920
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0324483
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt09761
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt035180
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt04863
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0343010
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt06625
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0298694
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt012470
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-33608
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt04881
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0316958
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt013067
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0343010
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt05138
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023004
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt03914
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0309922
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt08420
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0316958
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt014941
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt017471
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06561
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06561
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0HIGHER EDUCATION SCHOLARSHIPS FOR THE ESTATES AT CARPENTERS EMPLOYEES
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt038698
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FLEA MARKET
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036129
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036129
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt036129
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036129
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-2569
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt038698
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt038698
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt05525
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0HIGHER EDUCATION ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt06
IRS990ScheduleI/RecipientTable/CashGrantAmt07657
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CARPENTER'S HOME ESTATES INC
IRS990ScheduleI/RecipientTable/RecipientEIN0592347336
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01001 CARPENTERS WAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LAKELAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd033809
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/ExplanationTxt1THE CHERA SCHOLARSHIP COMMITTEE ACCEPTS APPLICATIONS FROM EMPLOYEES OF THE ESTATES AT CARPENTER'S HOME. APPLICANTS MUST HAVE A LETTER OF RECOMMENDATION FROM THEIR SUPERVISOR THAT INCLUDES CONFIRMATION OF EMPLOYMENT BY 'THE ESTATES' FOR 6 MONTHS OR MORE. ADDITIONALLY, THE APPLICANT MUST AGREE TO WORK A MINIMUM OF 15 HOURS PER WEEK FOR THE DURATION OF THE GRANT, BE INTERVIEWED BY THE SCHOLARSHIP COMMITTEE, PROVIDE HIGH SCHOOL TRANSCRIPTS AND GRADES FOR ANY CLASSES COMPLETED AFTER HIGH SCHOOL, TWO NON-FAMILY CHARACTER REFERENCES AND A LETTER OF ACCEPTANCE FROM THE EDUCATIONAL INSTITUTION. RECIPIENTS MUST MAINTAIN A 2.0 AVERAGE FOR THE PREVIOUS ACADEMIC TERM TO RECEIVE A GRANT RENEWAL. ALL APPLICATIONS ARE MAINTAINED BY THE SCHOLARSHIP COMMITTEE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 1
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/MethodOfDeterminingRevenuesTxt0THRIFT SHOP VALUE
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NonCashCheckboxInd0X

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
2018Detailed filing. Detailed filing data is available for this year.$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