Civic Intelligence

Chera Inc.

990 • Fiscal year 2019 • EIN 59-2961522

Apr 01, 2018 to Mar 31, 2019 • Filed on Aug 06, 2019

1001 Carpenters Way No C-118Lakeland, 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.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

90th percentile

44%

Higher net margin than 90% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

58th percentile

6.4%

Faster asset growth than 58% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

10th percentile

-30%

Faster revenue growth than 10% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$570,562

Up $34,299 (+6.4%) from 2018

Net Assets

Up

$570,562

Up $34,299 (+6.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$64,725

Down $28,211 (-30%) from 2018

Expenses

Down

$36,060

Down $4,506 (-11%) from 2018

Net Income

Down

$28,665

Down $23,705 (-45%) from 2018

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

2019

Assets$570,562
Liabilities$0
Net Assets$570,562

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

2019

Revenue$64,725
Expenses$36,060
Net Income$28,665
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Aug 6, 2019
Return Version
2018v3.1
Gross Receipts
$372,040
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$305,314$314,384▲ $9,070
Savings and Temporary Cash Investments$207,785$231,258▲ $23,473
Cash and Non-Interest-Bearing Accounts$23,164$24,920▲ $1,756
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$536,263$570,562▲ $34,299
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$330,514$336,856▲ $6,342
Unrestricted Net Assets$205,749$233,706▲ $27,957
Total Net Assets Fund Balance$536,263$570,562▲ $34,299
Total Liabilities and Net Assets / Fund Balance$536,263$570,562▲ $34,299

Asset Categories

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

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$330,514$5,221▲ $14,531-$336,856
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
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mike LeaguePast President
Dean SarbaughPresident
Tom AustinVice President
Elaine HowellBuilding Representative
Faye DrewBuilding Representative
Robert WhittakerBuilding Representative
Jane MillerCorresponding Secretary
Joanne CottonParliamentarian
Phil BrownResident Club Treasurer
Joan QuinnSecretary
Wyanda MitchellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$52,727
Program Service Revenue
$0
Investment Income
$12,601
Other Revenue
$-603
All Other Contributions
$52,727
Change in Net Assets
$28,665
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,431
Grants and Similar Amounts Paid$16,629
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$8,629--$8,629
Grants to Domestic Orgs$8,000--$8,000
Other Expenses$5,600--$5,600
Office Expenses$4,617$513-$5,130
Fees for Service Investment Mgmnt Fees$4,782--$4,782
Fees for Services Accounting$1,950--$1,950
Conferences and Meetings$1,013$112-$1,125
Insurance$844--$844
Total Functional Expenses$35,435$625$0$36,060
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$24,329
Fundraising Gross Income$23,011
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Flea Market$23,011$23,011$24,329$-1,318
Total Events$23,011$23,011$24,329$-1,318
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

The voting members of the board directors have been changed to remove the chairpersons of the building representatives and add the east and west wing bulding representatives and the health center representative. The residents club treasurer duties have been amended to include the duties of the treasurer when the latter is absent or unable to act. The corresponding secretary duties have been amended to include the duties of the secretary when the latter is absent or unable to act. Duties and meetings of the executive committee were specified. For any special meetings requested by the residents, the president must call and proceed within two (2) weeks to notify all residents as to the date, time, and purpose of such meeting. The eac resident representatives must now be held by one female and one male; and the candidates' names will not be disclosed outside of the nominating committee nor subject to a vote by the residents.

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 located in the estates library.

Filing and Contact Details

Filer

Filer Name
Chera Inc
EIN
59-2961522
Phone
8638583847
Address
1001 CARPENTERS WAY NO C-118, LAKELAND, FL 33809

Signing Officer

Name
Kathleen a Karstedt
Title
Treasurer
Phone
8634302902
Signed
2019-08-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathleen a Karstedt
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

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt6PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7BUILDING REPRESENTATIVE
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IRS990/PrincipalOfficerNm0KATHLEEN A KARSTEDT
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, EAC GOOD SAMARITAN FUND AND K9'S FOR COPS).
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt029835
IRS990/ProgSrvcAccomActy2Grp/GrantAmt08000
IRS990/ProgSrvcAccomActy3Grp/Desc0ARRANGING AND CONDUCTING IN HOUSE NON DENOMINATIONAL RELIGIOUS SERVICES FOR ALL RESIDENTS OF THE ESTATES AT CARPENTERS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt05600
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt064582
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt021567
IRS990/PYInvestmentIncomeAmt029128
IRS990/PYOtherExpensesAmt018999
IRS990/PYOtherRevenueAmt0-774
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt052370
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt040566
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt092936
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt028665
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0207785
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0231258
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt04243
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt04095
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt01385
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt01310
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt02450
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt013483
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2014 AMOUNT: $ 355. 2015 AMOUNT: $ 80. 2017 AMOUNT: $ 1,795. 2018 AMOUNT: $ 715.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt052727
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt064582
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt049162
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt056633
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt054104
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0277208
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt018005
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010548
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08946
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06104
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt09919
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt053522
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt023011
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt036129
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt023881
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt033794
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt026922
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0143737
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt018005
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt010548
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08946
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06104
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt09919
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt053522
IRS990ScheduleA/InvestmentIncomeCYPct00.11210
IRS990ScheduleA/InvestmentIncomePYPct00.09610
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0715
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt01795
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt080
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0355
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02945
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.85350
IRS990ScheduleA/PublicSupportPY509Pct00.87780
IRS990ScheduleA/PublicSupportTotal509Amt0407462
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt04243
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt04095
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt01385
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt01310
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt02450
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt013483
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt075738
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0100711
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt073043
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt090427
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt081026
IRS990ScheduleA/Total509Grp/TotalAmt0420945
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt094458
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0113054
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt081989
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt096611
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt091300
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0477412
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt04781
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0330514
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt05221
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0336856
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt08629
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt014531
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04893
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0324483
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt05167
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0330514
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt05525
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011282
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt04550
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0298694
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt04920
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0324483
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt09761
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt035180
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt04863
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0343010
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt06625
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0298694
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt012470
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-33608
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt04881
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0316958
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt013067
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0343010
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt05138
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023004
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/TotalBookValueLandBuildingsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024329
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FLEA MARKET
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023011
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023011
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023011
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023011
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1318
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024329
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt024329
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt08629
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/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
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE VOTING MEMBERS OF THE BOARD DIRECTORS HAVE BEEN CHANGED TO REMOVE THE CHAIRPERSONS OF THE BUILDING REPRESENTATIVES AND ADD THE EAST AND WEST WING BULDING REPRESENTATIVES AND THE HEALTH CENTER REPRESENTATIVE. THE RESIDENTS CLUB TREASURER DUTIES HAVE BEEN AMENDED TO INCLUDE THE DUTIES OF THE TREASURER WHEN THE LATTER IS ABSENT OR UNABLE TO ACT. THE CORRESPONDING SECRETARY DUTIES HAVE BEEN AMENDED TO INCLUDE THE DUTIES OF THE SECRETARY WHEN THE LATTER IS ABSENT OR UNABLE TO ACT. DUTIES AND MEETINGS OF THE EXECUTIVE COMMITTEE WERE SPECIFIED. FOR ANY SPECIAL MEETINGS REQUESTED BY THE RESIDENTS, THE PRESIDENT MUST CALL AND PROCEED WITHIN TWO (2) WEEKS TO NOTIFY ALL RESIDENTS AS TO THE DATE, TIME, AND PURPOSE OF SUCH MEETING. THE EAC RESIDENT REPRESENTATIVES MUST NOW BE HELD BY ONE FEMALE AND ONE MALE; AND THE CANDIDATES' NAMES WILL NOT BE DISCLOSED OUTSIDE OF THE NOMINATING COMMITTEE NOR SUBJECT TO A VOTE BY THE RESIDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EVERY RESIDENT OF "THE ESTATES AT CARPENTERS" OF LAKELAND, FLORIDA, IS A MEMBER OF THE RESIDENTS ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVERY 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/ExplanationTxt3THE GOVERNING BODY WILL REVIEW THE FORM 990 AT THE MONTHLY MEETING PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING 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 LOCATED IN THE ESTATES LIBRARY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $500k-$1M nonprofits