Civic Intelligence

Chera Inc.

990 • Fiscal year 2020 • EIN 59-2961522

Apr 01, 2019 to Mar 31, 2020 • Filed on Jun 23, 2020

Organization ProfileN/A
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.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

89th percentile

48%

Higher net margin than 89% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

33rd percentile

-0.1%

Faster asset growth than 33% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

30%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$570,140

Down $422 (-0.1%) from 2019

Net Assets

Down

$570,140

Down $422 (-0.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin89th percentile

Revenue

Up

$84,397

Up $19,672 (+30%) from 2019

Expenses

Up

$43,641

Up $7,581 (+21%) from 2019

Net Income

Up

$40,756

Up $12,091 (+42%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

2020

Assets$570,140
Liabilities$0
Net Assets$570,140
Open 2020 Filing

Operations Trend

Revenue Growth80th percentile

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

2020

Revenue$84,397
Expenses$43,641
Net Income$40,756
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Jun 23, 2020
Return Version
2019v5.1
Gross Receipts
$542,065
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$314,384$277,394▼ $36,990
Savings and Temporary Cash Investments$231,258$271,380▲ $40,122
Cash and Non-Interest-Bearing Accounts$24,920$21,366▼ $3,554
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$570,562$570,140▼ $422
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$336,856$306,222▼ $30,634
Net Assets Without Donor Restrictions$233,706$263,918▲ $30,212
Total Net Assets Fund Balance$570,562$570,140▼ $422
Total Liabilities and Net Assets / Fund Balance$570,562$570,140▼ $422

Asset Categories

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

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$336,856$9,774▼ $17,884-$306,222
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
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Dean SarbaughPast President
Tom AustinPresident
Phyllis WatsonVice President
Robert WhittakerBuilding Representative
Sarah ChaneyBuilding Representative
Theodora FitzwaterBuilding Representative
Jane MillerCorresponding Secretary
Jill BurgessParliamentarian
Phil BrownResident Club Treasurer
Robin MasdenSecretary
Kathleen KarstedtTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$52,141
Program Service Revenue
$0
Investment Income
$32,059
Other Revenue
$197
All Other Contributions
$52,141
Change in Net Assets
$40,756

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeReported AmountValuation Method
Clothing and Household Goods$26,143Thrift Shop Value
Total Noncash Contributions$26,143-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$26,846
Other Expenses$16,795
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$18,646--$18,646
Grants to Domestic Orgs$8,200--$8,200
Other Expenses$5,750--$5,750
Fees for Service Investment Mgmnt Fees$3,844--$3,844
Office Expenses$2,599$288-$2,887
Fees for Services Accounting$1,950--$1,950
Conferences and Meetings$1,368$152-$1,520
Insurance$844--$844
Total Functional Expenses$43,201$440$0$43,641
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$28,134
Fundraising Direct Expenses$27,937
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Flea Market$28,134$28,134$27,937$197
Total Events$28,134$28,134$27,937$197
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 35% controlled entity
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 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
Wyanda J Mitchell
Title
Treasurer
Phone
9412764207
Signed
2020-06-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wyanda J 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 484 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.

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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
IRS990/Form990PartVIISectionAGrp/TitleTxt7BUILDING REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt8BUILDING REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt9BUILDING REPRESENTATIVE
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IRS990/PrincipalOfficerNm0WYANDA J 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, EAC GOOD SAMARITAN FUND AND K9'S FOR COPS).
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt018805
IRS990/ProgSrvcAccomActy2Grp/GrantAmt08200
IRS990/ProgSrvcAccomActy3Grp/Desc0ARRANGING AND CONDUCTING IN HOUSE NON DENOMINATIONAL RELIGIOUS SERVICES FOR ALL RESIDENTS OF THE ESTATES AT CARPENTERS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt05750
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt052727
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt016629
IRS990/PYInvestmentIncomeAmt012601
IRS990/PYOtherExpensesAmt019431
IRS990/PYOtherRevenueAmt0-603
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt028665
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt036060
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt064725
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt040756
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0231258
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0271380
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt04897
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt04243
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt04095
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt01385
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt01310
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt015930
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2015 AMOUNT: $ 80. 2017 AMOUNT: $ 1,795. 2018 AMOUNT: $ 715.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt052141
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt052727
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt064582
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt049162
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt056633
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0275245
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt020664
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt018005
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010548
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt08946
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06104
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt064267
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt028134
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt023011
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt036129
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt023881
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt033794
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0144949
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt020664
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt018005
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010548
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt08946
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06104
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt064267
IRS990ScheduleA/InvestmentIncomeCYPct00.13200
IRS990ScheduleA/InvestmentIncomePYPct00.11210
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0715
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01795
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt080
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02590
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.83000
IRS990ScheduleA/PublicSupportPY509Pct00.85350
IRS990ScheduleA/PublicSupportTotal509Amt0404264
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt04897
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt04243
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt04095
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt01385
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt01310
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt015930
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt080275
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt075738
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0100711
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt073043
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt090427
IRS990ScheduleA/Total509Grp/TotalAmt0420194
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0100939
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt094458
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0113054
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt081989
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt096611
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0487051
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt03878
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0336856
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt09774
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0306222
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt018646
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-17884
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04781
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0330514
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt05221
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0336856
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt08629
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt014531
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt04893
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0324483
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt05167
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0330514
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt05525
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011282
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt04550
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0298694
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt04920
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0324483
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt09761
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt035180
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt04863
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0343010
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt06625
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0298694
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt012470
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-33608
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/DirectExpenseSummaryEventsAmt027937
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FLEA MARKET
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028134
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028134
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028134
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028134
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0197
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027937
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt027937
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt018646
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0HIGHER EDUCATION ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
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
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/MethodOfDeterminingRevenuesTxt0THRIFT SHOP VALUE
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NoncashContributionsRptF990Amt026143
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 LOCATED IN THE ESTATES LIBRARY.
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

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$570,140
Liabilities
$0
Net assets
$570,140
Revenue
$84,397
Expenses
$43,641
Net income
$40,756
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
2020Detailed filing. Detailed filing data is available for this year.$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. 2020 filings • 501(c)3 • $500k-$1M nonprofits