CARPENTERS HOME ESTATES INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CARPENTERS HOME ESTATES INC (EIN 59-2347336)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-29
- IRS object ID
- 201403029349300020
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-29T10:21:50-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593070669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOORE STEPHENS LOVELACE PA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 311 PARK PLACE BLVD SUITE 100 | AddressLine1 |
| City | CLEARWATER | City |
| State | FL | State |
| ZIP Code | 33759 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592347336 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARPENTER'S HOME ESTATES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARP | BusinessNameControlTxt |
| Phone | 8638583847 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 CARPENTERS WAY | AddressLine1 |
| City | LAKELAND | City |
| State | FL | State |
| ZIP Code | 33809 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOU MCCRANEY | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 8638583847 | PhoneNum |
| Signature | 2014-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELANIE A MCPEAK | PreparerPersonNm |
| PTIN | P01346034 | PTIN |
| Phone | 7275314477 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LEO GILLMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 CARPENTERS WAY | AddressLine1 |
| City | LAKELAND | City |
| State | FL | State |
| ZIP Code | 33809 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,532,603 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://EACLAKELAND.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE ESTATES AT CARPENTERS IS A NOT-FOR-PROFIT CONTINUING CARE RETIREMENT COMMUNITY DEDICATED TO PROVIDING NURSING AND PERSONAL SERVICES TO MEET THE SPRITUAL, SOCIAL, EMOTIONAL, PHYSICAL AND HEALTH NEEDS OF THE RESIDENTS AND THE COMMUNITY WE SERVE. WE STRIVE TO PROMOTE AND ENHANCE AN ENVIRONMENT THAT ENCOURAGES DIGNITY, PERSONAL GROWTH, HAPPINESS AND SELF-ESTEEM WHILE VALUING A SENSE OF PURPOSE AND INDEPENDENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 405 | TotalEmployeeCnt |
| Total Volunteers | 96 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $52,900 | PYContributionsGrantsAmt |
| CY Contributions Grants | $27,447 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,411,882 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $17,236,721 | CYProgramServiceRevenueAmt |
| PY Investment Income | $174,113 | PYInvestmentIncomeAmt |
| CY Investment Income | $90,035 | CYInvestmentIncomeAmt |
| PY Other Revenue | $189,198 | PYOtherRevenueAmt |
| CY Other Revenue | $178,400 | CYOtherRevenueAmt |
| PY Total Revenue | $16,828,093 | PYTotalRevenueAmt |
| CY Total Revenue | $17,532,603 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $237,756 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $159,082 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,296,861 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,665,018 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,481,383 | PYOtherExpensesAmt |
| CY Other Expenses | $7,713,162 | CYOtherExpensesAmt |
| PY Total Expenses | $16,016,000 | PYTotalExpensesAmt |
| CY Total Expenses | $16,537,262 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $812,093 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $995,341 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $44,064,082 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,027,244 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $38,653,302 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,677,062 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,410,780 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,350,182 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ESTATES AT CARPENTERS IS A NOT-FOR-PROFIT CONTINUING CARE RETIREMENT COMMUNITY DEDICATED TO PROVIDING NURSING AND PERSONAL SERVICES TO MEET THE SPIRITUAL, SOCIAL, EMOTIONAL, PHYSICAL AND HEALTH NEEDS OF THE RESIDENTS AND THE COMMUNITY WE SERVE. WE STRIVE TO PROMOTE AND ENHANCE AN ENVIRONMENT THAT ENCOURAGES DIGNITY, PERSONAL GROWTH, HAPPINESS AND SELF-ESTEEM WHILE VALUING A SENSE OF PURPOSE AND INDEPENDENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,881,100 | ExpenseAmt |
| Revenue | $4,432,849 | RevenueAmt |
| Desc | SEE SCHEDULE OCARPENTER'S HOME ESTATES, INC. ("THE ESTATES") OPERATES A 72 BED SKILLED NURSING FACILITY AND PARTICIPATES IN THE MEDICARE AND MEDICAID PROGRAMS. IN 2013, 48% OF THE TOTAL PATIENT DAYS SERVED IN THE NURSING HOME WERE RECEIVING LIFECARE BENEFITS. THROUGH THEIR RESIDENT AGREEMENT, THESE RESIDENTS RECEIVE A GUARANTEE FOR THE PROVISION OF SERVICES REGARDLESS OF THEIR ABILITY TO PAY, AS LONG AS THEY HAVE NOT DISPOSED OF THEIR ASSETS AT LESS THAN FAIR MARKET VALUE. IN ADDITION, THE ESTATES DEMONSTRATES COMMITMENT TO THE SERVICE AND SUPPORT OF THE INDIGENT ELDERLY POPULATION OF THE LOCAL COMMUNITY. IN 2013, 18% OF THE TOTAL PATIENT DAYS IN THE SKILLED NURSING COMPONENT WERE FOR CARE PROVIDED TO RESIDENTS COVERED BY THE MEDICAID PROGRAM. IN THE ESTATES 28 YEAR HISTORY, NO RESIDENT HAS EVER BEEN ASKED TO LEAVE DUE TO THEIR INABILITY TO MEET THEIR FINANCIAL OBLIGATIONS TO THE ORGANIZATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,390,760 | ExpenseAmt |
| Revenue | $1,271,049 | RevenueAmt |
| Desc | SEE SCHEDULE OCARPENTER'S HOME ESTATES, INC. OPERATES A 49 UNIT ASSISTED LIVING FACILITY WITH A LICENSED OCCUPANCY OF 52 RESIDENTS. THE FACILITY HOLDS AN EXTENDED CONGREGATE CARE LICENSE TO ALLOW FOR THE PROVISION OF NURSING SERVICES TO THE RESIDENTS. THIS SPECIALTY LICENSE ALLOWS THE FACILITY TO EXPAND THE NUMBER AND TYPES OF SERVICES PROVIDED TO THE RESIDENTS WITH THE INTENT OF ALLOWING THEM TO "AGE IN PLACE." THIS LICENSE AND STAFFING PATTERN, WHICH INCLUDES 24-HOUR A DAY NURSING COVERAGE, PERMITS THE RESIDENTS TO AGE WITH DIGNITY AND POSTPONES THEIR TRANSFER TO SKILLED NURSING, WHICH HAS A HIGHER COST THAN ASSISTED LIVING. IN 2013, 94% OF THE RESIDENTS SERVED IN THE ASSISTED LIVING FACILITY WERE RECEIVING LIFECARE BENEFITS. THROUGH THEIR RESIDENT AGREEMENT, THESE RESIDENTS RECEIVE A GUARANTEE FOR THE PROVISION OF SERVICES AND SUPPORT REGARDLESS OF THEIR ABILITY TO PAY, AS LONG AS THEY HAVE NOT DISPOSED OF THEIR ASSETS AT LESS THAN FAIR MARKET VALUE. IN THE ESTATES 28 YEAR HISTORY, NO RESIDENT HAS EVER BEEN ASKED TO LEAVE DUE TO THEIR INABILITY TO MEET THEIR FINANCIAL OBLIGATIONS TO THE ORGANIZATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,436,098 | ExpenseAmt |
| Grant | $159,081 | GrantAmt |
| Revenue | $11,711,223 | RevenueAmt |
| Desc | SEE SCHEDULE OCARPENTER'S HOME ESTATES, INC. OPERATES 372 INDEPENDENT LIVING APARTMENTS AS PART OF THE CONTINUING CARE RETIREMENT COMMUNITY. THE INDEPENDENT LIVING APARTMENTS PROVIDE FINANCIAL SUPPORT TO THE OPERATING ACTIVITIES OF THE SKILLED NURSING FACILITY AND THE ASSISTED LIVING FACILITY. THE ESTATES OPERATES A WELLNESS CLINIC STAFFED BY LICENSED NURSES TO PROVIDE OVERSIGHT OF RESIDENT HEALTH CONCERNS, COMMUNICATE WITH MEDICAL PROVIDERS TO IMPROVE CARE AND MINIMIZE WASTE, AND TO ASSIST IN THE COORDINATION OF OUTSIDE MEDICAL SERVICES. THE RESIDENT AGREEMENT EXECUTED AT ADMISSION TO THE COMMUNITY PROVIDES RESIDENTS WITH A SENSE OF SECURITY AND PEACE OF MIND BY GUARANTEEING THE PROVISIONS OF SERVICES AND SUPPORT FOR THE REST OF THEIR LIVES AND REGARDLESS OF THEIR ABILITY TO PAY, AS LONG AS THEY HAVE NOT DISPOSED OF THEIR ASSETS AT LESS THAN FAIR MARKET VALUE. IN THE ESTATES 28 YEAR HISTORY, NO RESIDENT HAS EVER BEEN ASKED TO LEAVE DUE TO THEIR INABILITY TO MEET THEIR FINANCIAL OBLIGATIONS TO THE ORGANIZATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $14,707,958 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 41 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 405 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN ROBARE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8638583847 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 CARPENTERS WAY | AddressLine1 |
| City | LAKELAND | City |
| State | FL | State |
| ZIP Code | 33809 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| LEO GILLMAN | |||||||
| PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LOU MCCRANEY | |||||||
| VICE PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SAMMY TAYLOR | |||||||
| SECRETARY/TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR RILEY SHORT | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MALLORY JOHNSON | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNNE BREIDENBACH | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| REV DWIGHT EDWARDS | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB WHITTAKER | |||||||
| RESIDENT REPRESENTATIVE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN ROBARE | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN THOMPSON | |||||||
| CFO | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| LILYBETH LUCAS | |||||||
| DIRECTOR OF THERAPY | 40.00 | $109,649 | $0 | $20,852 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $109,649 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $20,852 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HMS OF LAKELAND INC | |||||
| 1009 CARPENTERS WAY | LAKELAND | FL | 33809 | MANAGEMENT SERVICES | $1,083,336 |
| US FOODSERVICE INC | |||||
| PO BOX 281841 | ATLANTA | GA | 30384 | FOOD VENDOR | $590,459 |
| RONNIE'S CARPETS INC | |||||
| 12348 US HWY 98 N | LAKELAND | FL | 33809 | CARPET | $277,223 |
| BROWN AND BROWN INC | |||||
| PO BOX 15519 | TAMPA | FL | 33602 | INSURANCE SERVICES | $239,980 |
| SYSCO FOOD SERVICES | |||||
| 200 WEST STORY ROAD | OCOEE | FL | 34761 | FOOD VENDOR | $206,183 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $27,447 | AllOtherContributionsAmt |
| Total Contributions | $27,447 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| APARTMENT SERVICE FEES | 623000 | $9,064,686 | $9,064,686 |
| SKILLED NURSING AND THERAPY SERVI | 623000 | $4,433,276 | $4,433,276 |
| EARNED ENTRANCE FEES | 623000 | $2,379,618 | $2,379,618 |
| ASSISTED LIVING FEES | 623000 | $1,270,622 | $1,270,622 |
| RESIDENT SERVICES | 623000 | $88,519 | $88,519 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $17,236,721 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,035 | TotalRevenueColumnAmt |
| Exclusion | $90,035 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BEAUTY SHOP INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $178,400 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $178,400 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $178,400 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,532,603 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,415,121 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $90,035 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,647 | TotalAmt |
| Program Services | $91,647 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,435 | TotalAmt |
| Program Services | $67,435 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,222,345 | TotalAmt |
| Program Services | $6,615,263 | ProgramServicesAmt |
| Management And General | $607,082 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,495 | TotalAmt |
| Program Services | $38,904 | ProgramServicesAmt |
| Management And General | $11,591 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $842,326 | TotalAmt |
| Program Services | $760,118 | ProgramServicesAmt |
| Management And General | $82,208 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $549,852 | TotalAmt |
| Program Services | $494,010 | ProgramServicesAmt |
| Management And General | $55,842 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $557,040 | TotalAmt |
| Program Services | $200,520 | ProgramServicesAmt |
| Management And General | $356,520 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,601 | TotalAmt |
| Management And General | $41,601 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,412 | TotalAmt |
| Management And General | $31,412 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,631 | TotalAmt |
| Program Services | $76,441 | ProgramServicesAmt |
| Management And General | $16,190 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,160 | TotalAmt |
| Program Services | $4,227 | ProgramServicesAmt |
| Management And General | $59,933 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $425,393 | TotalAmt |
| Program Services | $110,499 | ProgramServicesAmt |
| Management And General | $314,894 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,076,729 | TotalAmt |
| Program Services | $1,015,602 | ProgramServicesAmt |
| Management And General | $61,127 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,185 | TotalAmt |
| Program Services | $30,530 | ProgramServicesAmt |
| Management And General | $18,655 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,899 | TotalAmt |
| Program Services | $12,142 | ProgramServicesAmt |
| Management And General | $20,757 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,487,238 | TotalAmt |
| Program Services | $1,487,238 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,940,361 | TotalAmt |
| Program Services | $1,940,361 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,043 | TotalAmt |
| Program Services | $105,921 | ProgramServicesAmt |
| Management And General | $132,122 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES | $1,500,194 | $1,500,194 | |
| EQUIPMENT RENTAL AND MA | $86,814 | $76,777 | $10,037 |
| RESIDENT ACTIVITIES | $27,504 | $27,504 | |
| PHARMACY AND LAB | $25,005 | $25,005 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,953 | TotalAmt |
| Program Services | $27,620 | ProgramServicesAmt |
| Management And General | $9,333 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,537,262 | TotalAmt |
| Program Services | $14,707,958 | ProgramServicesAmt |
| Management And General | $1,829,304 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,888,235 | BOYAmt |
| EOY | $1,313,388 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,836,329 | BOYAmt |
| EOY | $6,160,594 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $670,880 | BOYAmt |
| EOY | $725,724 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,511 | BOYAmt |
| EOY | $549,067 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,852 | BOYAmt |
| EOY | $59,306 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $424,206 | BOYAmt |
| EOY | $395,586 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $50,055,061 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,170,946 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,359,784 | BOYAmt |
| EOY | $25,884,115 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,030,727 | BOYAmt |
| EOY | $2,005,824 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,620,558 | BOYAmt |
| EOY | $7,933,640 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,064,082 | BOYAmt |
| EOY | $45,027,244 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,590,792 | BOYAmt |
| EOY | $1,635,137 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,169,011 | BOYAmt |
| EOY | $12,828,570 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,205,000 | BOYAmt |
| EOY | $23,860,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $688,499 | BOYAmt |
| EOY | $353,355 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,653,302 | BOYAmt |
| EOY | $38,677,062 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,410,780 | BOYAmt |
| EOY | $6,350,182 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,410,780 | BOYAmt |
| EOY | $6,350,182 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,064,082 | BOYAmt |
| EOY | $45,027,244 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $995,341 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$55,939 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,913 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,217 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,596 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,900 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,447 | CurrentTaxYearAmt |
| Total | $166,073 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,593,075 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,261,646 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,241,086 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,411,882 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,236,721 | CurrentTaxYearAmt |
| Total | $82,744,410 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,610,988 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,292,863 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,277,682 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,464,782 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,264,168 | CurrentTaxYearAmt |
| Total | $82,910,483 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $82,910,483 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $886,169 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $144,292 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $179,480 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $174,113 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $90,035 | CurrentTaxYearAmt |
| Total | $1,474,089 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $886,169 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $144,292 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $179,480 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $174,113 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $90,035 | CurrentTaxYearAmt |
| Total | $1,474,089 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $192,100 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $189,198 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $178,400 | CurrentTaxYearAmt |
| Total | $559,698 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,497,157 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,437,155 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,649,262 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,828,093 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,532,603 | CurrentTaxYearAmt |
| Total | $84,944,270 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97610 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97390 | PublicSupportPY509Pct |
| Investment Income CY | 0.01740 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02160 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,031,024 | OtherCostOrOtherBasisAmt |
| Book Value | $1,031,024 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $43,796,408 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,840,708 | DepreciationAmt |
| Book Value | $22,955,700 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,292,614 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,080,468 | DepreciationAmt |
| Book Value | $1,212,146 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,935,015 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,249,770 | DepreciationAmt |
| Book Value | $685,245 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $25,884,115 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEFERRED FINANCING COSTS | $585,046 |
| INVESTMENTS WHOSE USE IS LIMITED | $7,267,479 |
| UTILITY DEPOSITS | $81,115 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $7,933,640 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ENTRANCE FEE DEPOSITS | $102,478 |
| REFUNDABLE ENTRANCE FEES | $250,877 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $353,355 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $17,472,240 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$55,939 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$55,939 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,528,179 | RevenueSubtotalAmt |
| Other Revenues Not Included | $4,424 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $4,424 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,532,603 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,532,838 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $16,532,838 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $4,424 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $4,424 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,537,262 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES INCLUDED IN REVENUE 4,424. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES INCLUDED IN REVENUE 4,424. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | 363463656 | 501(C)3 | $15,000 | FINANCIAL SUPPORT OF ALZHEIMER'S ASSOCIATION |
| VOLUNTEERS IN SERVICE TO THE ELDERLY INC (VISTE) | |||||||
| 1232 E MAGNOLIA STREET | LAKELAND | FL | 33801 | 592625297 | 501(C)3 | $10,000 | SPONSORSHIP |
| DOWNTOWN LAKELAND PARTNERSHIP INC | |||||||
| 1 LAKE MORTON DRIVE | LAKELAND | FL | 33801 | 593186443 | 501(C)3 | $5,000 | SPONSORSHIP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| EMPLOYEE EMERGENCY ASSISTANCE, EMPLOYEE FOOD DRIVE, EMPLOYEE SCHOOL SUPPLIES | 10 | $6,015 | AMOUNTS PAID DIRECTLY TO CREDITORS AND OTHER VENDORS ON BEHALF OF EMPLOYEES. |
| RESIDENT EMERGENCY ASSISTANCE | 6 | $61,420 | MONTHLY MAINTENANCE FEE CREDITS GIVEN TO RESIDENTS IN NEED. |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PLEASE SEE SCHEDULE O FOR THE SOCIAL ACCOUNTABILITY PROGRAM. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF LAKELAND REV AND REF BONDS 2008 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 596000354 | BondIssuerEIN |
| CUSIP | 511727AK5 | CUSIPNum |
| Bond Issued | 2008-05-01 | BondIssuedDt |
| Issue Price | $26,555,000 | IssuePriceAmt |
| Purpose | SEE SUPPLEMENTAL INFORMATION | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $2,695,000 | RetiredAmt |
| Total Proceeds | $26,544,437 | TotalProceedsAmt |
| In Reserve Fund | $2,172,238 | InReserveFundAmt |
| Capitalized Interest | $2,285,925 | CapitalizedInterestAmt |
| Refunding Escrow | $13,315,414 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $531,100 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $5,544,760 | CapitalExpendituresAmt |
| Substantial Completion | 2009 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | Yes (1) | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00050 | PrivateBusUseByOthersPct |
| Total Private Business Use | 0.00050 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, ROW A, PART I(F) | THE PROCEEDS FROM THE SERIES 2008 BONDS WERE USED TO FINANCE CERTAIN EXPANSIONS TO THE FACILITIES ON CARPENTER'S HOME ESTATE'S CAMPUS, ADVANCE REFUND THE SERIES 1998 BONDS, AND PAY CERTAIN EXPENSES RELATED TO THE FINANCING OF THE SERIES 2008 BONDS. |
| SCHEDULE K, ROW A | IN APRIL 2008, THE ESTATES ISSUED THE CITY OF LAKELAND, FLORIDA, RETIREMENT COMMUNITY FIRST MORTGAGE REVENUE AND REFUNDING BONDS, SERIES 2008 (THE "SERIES 2008 BONDS"), WITH YEARLY PRINCIPAL PAYMENTS DUE IN VARYING INCREASING INSTALLMENTS IN THE AMOUNT OF $550,000 BEGINNING JANUARY 1, 2012, TO $2,735,000 IN JANUARY 1, 2043. THE SERIES 2008 BONDS WERE ISSUED TO REFINANCE THE EXISTING SERIES 1998 BONDS, CONSTRUCT AND EQUIP AN ADDITIONAL 32 INDEPENDENT LIVING UNITS, AND PAY THE COST OF ISSUING THE SERIES 2008 BONDS. THE 32 INDEPENDENT LIVING UNITS WERE COMPLETED DURING THE YEAR ENDED DECEMBER 31, 2009. |
| SCHEDULE K, PART I(C) | THE SERIES 2008 BOND ISSUE CONSISTS OF THE FOLLOWING: CUSIP NO. 511727AH2, $8,555,000 5.875% TERM BONDS DUE JANUARY 1, 2019 CUSIP NO. 511727AJ8, $3,630,000 6.25% TERM BONDS DUE JANUARY 1, 2028 CUSIP NO. 511727AK5, $14,370,000 6.375% TERM BONDS DUE JANUARY 1, 2043 |
| SCHEDULE K, PART II, LINE 3 | THE TOTAL PROCEEDS FOR SERIES 2008 BOND ISSUE ARE NOT IDENTICAL TO THE ISSUE PRICE LISTED IN PART I, COLUMN (E), THE DIFFERENCE IS AN UNDERWRITER'S DISCOUNT OF $10,563. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HMS OF LAKELAND INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | MANAGEMENT COMPANY | RelationshipDescriptionTxt |
| Transaction | $1,083,336 | TransactionAmt |
| Transaction | MGT. FEE. HMS PROVIDES OPERATIONAL MANAGEMENT SERVICES TO THE ORGANIZATION. IT IS OWNED 75% BY THE ORGANIZATION'S EXECUTIVE DIRECTOR AND CEO, HEALTH CARE ADMINISTRATOR, AND CFO. TWO OF THE THREE POSITIONS ARE PROVIDED UNDER THE TERMS OF THE MANAGEMENT AGREEMENT. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION DELEGATES CONTROL OVER MANAGEMENT DUTIES THAT ARE CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES TO HMS OF LAKELAND, INC. THE ORGANIZATION'S EXECUTIVE DIRECTOR AND CEO, CFO, AND ADMINISTRATOR ARE THREE OF THE FOUR OWNERS OF HMS. BRIAN ROBARE, SERVING AS THE ORGANIZATION'S EXECUTIVE DIRECTOR IS PAID FROM HMS OF LAKELAND, INC. $164,851. JOHN THOMPSON, SERVING AS THE ORGANIZATION'S CFO IS PAID FROM HMS OF LAKELAND, INC. $122,509. THE BOARD OF DIRECTORS BELIEVES THAT THE MANAGEMENT FEE IS REASONABLE BASED ON THE DUTIES THAT ARE PERFORMED BY THE MANAGEMENT COMPANY. THE BOARD OF DIRECTORS ALSO BELIEVES THAT THE MANAGEMENT FEE DOES NOT RESULT IN PRIVATE INUREMENT OR AN EXCESS BENEFIT TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE RETURN IS SENT TO THE ENTIRE BOARD VIA EMAIL, COMMENTS ARE TAKEN INTO CONSIDERATION AND THE RETURN IS MODIFIED AS NECESSARY. A COPY OF THE FINAL RETURN IS PROVIDED TO ALL OF THE VOTING MEMBERS OF ORGANIZATION'S BOARD BEFORE IT IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS REVIEWED WITH THE BOARD OF DIRECTORS AND KEY EMPLOYEES ON AN ANNUAL BASIS. AT THIS TIME, INDIVIDUALS ARE REQUESTED TO DECLARE AREAS OF POTENTIAL CONFLICT. IF ANY POTENTIAL CONFLICTS ARE IDENTIFIED, THE BOARD APPROVED POLICY IS FOLLOWED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNAUDITED MONTHLY FINANCIAL STATEMENTS ARE PROVIDED TO OUR BOARD OF DIRECTORS, THE PRESIDENT OF THE RESIDENT ASSOCIATION (CHERA), AND TWO RESIDENT REPRESENTATIVES TO OUR BOARD OF DIRECTORS. THE UNAUDITED QUARTERLY AND ANNUAL FINANCIAL STATEMENTS ARE PROVIDED TO ALL EXISTING RESIDENTS OF THE COMMUNITY, POSTED QUARTERLY ON MUNICIPAL SECURITIES RULEMAKING BOARD (MSRB) WEBSITE, AND POSTED ON THE FLORIDA OFFICE OF INSURANCE REGULATION WEBSITE. THE AUDITED ANNUAL FINANCIAL STATEMENTS ARE FILED WITH THE MSRB AND THE FLORIDA OFFICE OF INSURANCE. A COPY OF THE AUDITED ANNUAL FINANCIAL STATEMENTS IS PROVIDED TO EACH BOARD MEMBER, THE TWO RESIDENT REPRESENTATIVES TO THE BOARD AND THE PRESIDENT OF THE CHERA, THE RESIDENT ASSOCIATION FOR THE COMMUNITY. IN ADDITION, A SUMMARY OF THE ANNUAL FINANCIAL STATEMENTS IS POSTED ON OUR BULLETIN BOARD AND A COPY IS AVAILABLE IN THE BUSINESS OFFICE FOR INSPECTION BY THE GENERAL PUBLIC UPON REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE GENERAL PUBLIC AT OUR BUSINESS LOCATION UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | OVERSIGHT OF AUDIT: THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS HAS RESPONSIBILITY FOR OVERSIGHT OF AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| SOCIAL ACCOUNTABILITY PROGRAM | CARPENTER'S HOME ESTATES, INC. (THE "ESTATES") CONTINUES TO DEMONSTRATE OUR COMMITMENT TO THE MISSION OF THE ORGANIZATION AND THE LOCAL COMMUNITY THROUGH OUR SOCIAL ACCOUNTABILITY EFFORTS. THE CARPENTER'S CARES PROGRAM ALLOCATES THE COMMITMENT OF TIME, EXPENSE AND CAPITAL TO MAKING A DIFFERENCE IN THE LIVES OF OUR RESIDENTS, STAFF, FAMILIES, AND COMMUNITY THAT WE ARE PRIVILEGED TO SERVE. IT RECOGNIZES OUR RESPONSIBILITY TO CONTRIBUTING TO THE IDENTIFICATION OF AND PARTICIPATION IN AREAS OF NEED WITHIN OUR LOCAL COMMUNITY. OUR ANNUAL GOAL IS TO INCREASE OUR OUTREACH EVERY YEAR AND, BY THIS MEASURE, THE 2013 CARPENTER'S CARES PROGRAM IS A SUCCESS! THE CARPENTER'S CARES PROGRAM AT THE ESTATES FOCUSES ON SERVICE AND FINANCIAL SUPPORT TO RESIDENTS, STAFF, AND COMMUNITY. THIS ENSURES THAT THE ESTATES REMAINS A GREAT PLACE TO LIVE AND WORK, SOLIDIFIES OUR POSITION AS A COMMUNITY PARTNER COMMITTED TO SERVICE, AND PROVIDES OPPORTUNITIES FOR RESIDENTS AND STAFF MEMBERS TO GIVE BACK TO THE COMMUNITY. OUR EFFORTS FOCUS ON MEETING AND ENHANCING THE MISSION OF THE ORGANIZATION BY SUPPORTING AND FINANCIALLY ASSISTING ORGANIZATIONS IN THE LOCAL COMMUNITY AND BY OFFERING THE TALENTS AND SERVICES OF OUR TALENTED EMPLOYEES AND RESIDENTS. THE COMMITMENT AND DEDICATION OF OUR STAFF IS A BIG PART OF WHAT MAKES THE ESTATES REMARKABLE. HOWEVER, INSTANCES DO ARISE WHEN A STAFF MEMBER ENCOUNTERS AN UNEXPECTED HARDSHIP. FOLLOWING THE ADAGE THAT "CHARITY BEGINS AT HOME," THE CARPENTERS CARES PROGRAM OFFERS FINANCIAL SUPPORT TO EMPLOYEES FACING A FINANCIAL, HEALTH, OR OTHER PERSONAL CRISIS THAT SEVERELY IMPACTS THEIR ABILITY TO MAINTAIN THEIR DAY TO DAY ACTIVITIES AND RESPONSIBILITIES. THIS PROGRAM HAS PROVIDED ASSISTANCE WITH UNEXPECTED MEDICAL BILLS, GROCERIES, RENT AND MORTGAGE PAYMENTS, AND ELECTRIC BILLS. IN 2013, MORE THAN $6,000 OF ASSISTANCE WAS PROVIDED TO EMPLOYEES THROUGH THIS PROGRAM. POLK WORKS RECOGNIZED THIS COMMITMENT TO OUR EMPLOYEES WHEN THE ESTATES RECEIVED AN "EMPLOYER OF DISTINCTION" AWARD. THIS AWARD IS RESERVED FOR A SELECT GROUP OF EMPLOYERS WHO RECEIVED A "BEST PLACES TO WORK" AWARD FOR THREE CONSECUTIVE YEARS. IN ADDITION, HOLIDAY FOOD DRIVES AND SCHOOL SUPPLY DRIVES ENSURE THAT OUR EMPLOYEES ARE ABLE TO ENJOY A HOLIDAY MEAL WITH THEIR FAMILY AND SEND THEIR CHILD OFF TO SCHOOL PREPARED FOR THE NEW YEAR. HEALTH AND WELLNESS IS AN INTEGRAL PART OF ESTATES PHILOSOPHY. MANY RESIDENTS AND EMPLOYEES HAVE BEEN TOUCHED BY ILLNESS AND THE ESTATES JOINS TOGETHER TO CELEBRATE VICTORIES AND MEMORIES AND TO RAISE FUNDS FOR RESEARCH. ESTATES RESIDENTS AND EMPLOYEES PARTICIPATE IN THE ANNUAL WALK FOR A CURE AND MEMORY WALK IN SUPPORT OF THE AMERICAN CANCER SOCIETY AND THE ALZHEIMER'S ASSOCIATION. OUR FINANCIAL SUPPORT HELPS TO SUPPORT RESEARCH TO FIGHT THE DISEASES THAT TOUCH SO MANY IN OUR COMMUNITY. AS AN EXCLUSIVE PLATINUM SPONSOR FOR THE ALZHEIMER'S ASSOCIATION IN 2013, WE HAVE BECOME A VITAL CONTRIBUTOR TO THEIR ORGANIZATION AND THE ACCOMPLISHMENT OF THEIR MISSION - TO CARE FOR THOSE AFFLICTED WITH THIS DISEASE AND SUPPORT THE SEARCH FOR A CURE. THIS WELLNESS PHILOSOPHY EXTENDS FURTHER INTO OUR COMMUNITY. OUR FINANCIAL SUPPORT OF THE LAKELAND REGIONAL CANCER CENTER AND THE WATSON CLINIC FOUNDATION CONTINUES OUR COMMITMENT TO CANCER RESEARCH, EDUCATION FOR PATIENTS AND FAMILIES, AND IMPROVING THE WELLNESS OF THE LOCAL COMMUNITY. OUR RESIDENT'S ASSOCIATION COLLECTS AND SORTS THROUGH CLOTHING DONATIONS THROUGHOUT THE YEAR. THESE DONATIONS HELP TO FUND AN EMPLOYEE SCHOLARSHIP PROGRAM AND PROVIDE ASSISTANCE TO CHARITIES IN THE LOCAL COMMUNITY. BENEFICIARIES OF OUR GIVING INCLUDE PEACE RIVER CENTER, THE SALVATION ARMY, TALBOT HOUSE MINISTRIES, ALL SAINT'S EPISCOPAL CHURCH, LIGHTHOUSE MINISTRIES, HABITAT FOR HUMANITY, AND FLORIDA BAPTIST CHILDREN'S HOME. A SAMPLE OF THE ORGANIZATION'S SUPPORT FOR LOCAL COMMUNITY EFFORTS INCLUDE: * FINANCIAL SUPPORT OF THE POLK SENIOR GAMES AND HOSTING THE CHESS TOURNAMENT * PROVIDING SPACE FOR A POLLING PLACE FOR THE CITY OF LAKELAND AND POLK COUNTY SUPERVISOR OF ELECTIONS * FINANCIAL SUPPORT AND EMPLOYEE AND RESIDENT PARTICIPATION IN THE MAKING STRIDES AGAINST BREAST CANCER WALK * DELIVERY OF PANCAKE BREAKFASTS TWICE MONTHLY AND THANKSGIVING MEALS TO HOMEBOUND SENIORS SERVED BY VOLUNTEERS IN SERVICE TO THE ELDERLY * THE DONATION OF CANNED GOODS TO VOLUNTEERS IN SERVICE TO THE ELDERLY * THE DONATION OF "GOODIE" BAGS TO THE POLK SENIOR GAMES FOR THE ANNUAL INFORMATIONAL HEALTH EXPO * HOSTED A NATIONAL NIGHT OUT EVENT TO RAISE AWARENESS IN THE LOCAL COMMUNITY * THE DONATION OF CLOTHING TO THE SALVATION ARMY * MONTHLY ON-SITE PARTICIPATION WITH BLOOD DRIVES BY FLORIDA BLOOD NET * PROVIDING OUR COMMUNITY BUS AND DRIVER TO TRANSPORT RESIDENTS OF FLORIDA PRESBYTERIAN APARTMENTS AND LAKEVIEW PLACE, TWO LOW-INCOME HOUSING DEVELOPMENTS, TO THEIR ANNUAL PICNIC * PROVIDED FINANCIAL SUPPORT TO THE CHIEF'S CHALLENGE, AN EVENT TO RAISE MONEY FOR THE FAMILIES OF POLICE OFFICERS KILLED IN THE LINE OF DUTY * HOSTED A BREAKFAST MEETING OF BETTER LIVING FOR SENIORS * PARTICIPATED IN AND PROVIDED FINANCIAL SUPPORT TO THE AMERICAN CANCER SOCIETY'S MAKING STRIDES AGAINST BREAST CANCER * PARTICIPATED IN AND PROVIDED FINANCIAL SUPPORT TO THE NORTH LAKELAND RELAY FOR LIFE * FINANCIAL SUPPORT OF THE RAY BOLT CLASSIC THAT BENEFITS THE AMERICAN CANCER SOCIETY AND PROVIDES SCHOLARSHIPS TO DESERVING STUDENTS AT UNIVERSITIES THROUGHOUT FLORIDA. THE HOLIDAYS ARE ALWAYS SUCH AN ENJOYABLE TIME FOR THE ESTATES' FAMILY AND PROVIDE THE PERFECT OPPORTUNITY TO SHARE WITH THE COMMUNITY. EVERY YEAR, THE ESTATES SPONSORS A COLLECTION OF NEW, UNWRAPPED TOYS FOR THE LAKELAND POLICE DEPARTMENT'S "COPS FOR CHRISTMAS" CAMPAIGN AND PROVIDES FINANCIAL SUPPORT FOR THIS WONDERFUL PROGRAM THAT BENEFITS CHILDREN IN FOSTER CARE AND HELPS TO ENSURE THAT EACH CHILD HAS A PRESENT TO UNWRAP ON CHRISTMAS MORNING. OUR SUPPORT OF BETTER SEASON FOR SENIORS ANGEL TREE PROGRAM PROVIDED PRESENTS TO OVER 30 NEEDY SENIORS. ESTATES' EMPLOYEES THROUGH A SECRET SANTA PROGRAM EMBRACE THE SPIRIT OF GIVING FOR HEALTH CENTER RESIDENTS. THE EMPLOYEES PURCHASE GIFTS FOR OUR RESIDENTS AND SANTA MAKES A SPECIAL VISIT AT THE ANNUAL CHRISTMAS PARTY. THE SMILES ARE PRICELESS! AS A MEMBER OF THE BUSINESS COMMUNITY, THE ESTATES ACTIVELY PARTICIPATES IN THE CHAMBER OF COMMERCE AND OTHER FUNCTIONS IN THE CITY OF LAKELAND. THE ESTATES WAS A PROUD SPONSOR OF A BUSINESS AND BREAKFAST, WHICH BRINGS TIMELY EDUCATION TO LOCAL BUSINESS LEADERS TO PROVIDE THE SUPPORT AND EXPERTISE NECESSARY TO SUCCEED. IN ADDITION, STUDENTS FROM THE UNIVERSITY OF SOUTH FLORIDA GERONTOLOGY PROGRAM WERE WELCOMED INTO OUR NURSING HOME INTERNSHIP PROGRAM. THESE STUDENTS SPENT OVER 650 HOURS INTERACTING WITH STAFF AND LEARNING THE RULES AND REGULATIONS NEEDED TO OPERATE A NURSING FACILITY. STAFF SHARED THEIR KNOWLEDGE AND EXPERTISE WITH THESE INTERNS AND GAVE THEIR TIME TO THIS IMPORTANT TASK. THE ESTATES CONTINUES TO OFFER THE TALENTS OF ITS EMPLOYEES TO LOCAL ORGANIZATIONS, INCLUDING BETTER LIVING FOR SENIORS AND THE ALZHEIMER'S ASSOCIATION. IN ADDITION, EMPLOYEES VOLUNTEER THEIR TIME AND EXPERTISE FOR LEADINGAGE FLORIDA, FLORIDA ASSISTED LIVING ASSOCIATION, FLORIDA HEALTH CARE ASSOCIATION, UNIVERSITY OF SOUTH FLORIDA, CITY OF LAKELAND LEADERSHIP COUNCIL FOR SENIORS, AND THE FLORIDA CHAPTER OF THE AMERICAN COLLEGE OF HEALTH CARE ADMINISTRATORS. THE ESTATES PROVIDES MEETING SPACE TO MANY ORGANIZATIONS THAT SERVE THE LOCAL COMMUNITY. IN 2013, THE ESTATES WELCOMED THE FOLLOWING ORGANIZATIONS TO ITS CAMPUS: * IMPERIAL POLK COUNTY CHAPTER OF THE MILITARY OFFICERS ASSOCIATION OF AMERICA * LAKELAND CHAMBER OF COMMERCE * ALZHEIMER'S ASSOCIATION * BETTER LIVING FOR SENIORS * UNIVERSITY OF SOUTH FLORIDA * FLORIDA ASSISTED LIVING ASSOCIATION * VALLEY FORGE CHRISTIAN COLLEGE BECAUSE CHARITY DOES BEGIN AT HOME, ESTATES' RESIDENTS HAVE A SPECIAL AFFINITY TO VOLUNTEERING WITHIN THE ESTATES' COMMUNITY ITSELF. WHETHER IT IS RESIDENTS WHO VISIT OTHER RESIDENTS IN THE HEALTH CENTER OR RESIDENTS WHO VOLUNTEER BY ANSWERING PHONES, THE ESTATES IS THE GRATEFUL RECIPIENT OF THEIR SPIRIT OF GIVING. OVER 150 ESTATES' RESIDENTS OFFER THEIR TIME AND TALENT TO MAKE THE ESTATES A WONDERFUL, CARING PLACE TO LIVE. THE "ADVANTAGE PROGRAM" WAS DEVELOPED TO OPEN THE COMMUNITY TO INDIVIDUALS WHO WOULD NOT OTHERWISE BE ABLE TO LIVE AT THE ESTATES. WORKING WITH AREA CHURCHES AND MINISTERS, THIS PROGRAM DESIGNATES TEN APARTMENTS FOR THIS PURPOSE. THE INDIVIDUALS SELECTED ENJOY THE SAME ACCESS TO SERVICES AND AMENITIES AND BECOME A PART OF THE COMMUNITY. IN 2013, THE MONTHLY FEES FOR THESE TWELVE RESIDENTS WERE DISCOUNTED BY FORTY PERCENT, WHICH AMOUNTED TO $177,795 OFF THE PREVAILING FEE SCHEDULE. |
| SOCIAL ACCOUNTABILITY PROGRAM (CONTINUED) | THE NEWEST ADDITION TO OUR CARPENTER'S CARES PROGRAM IS A JOINT EFFORT WITH THE POLK COUNTY SHERIFF'S OFFICE CALLED K9S FOR COPS. THIS PROGRAM RECOGNIZES THE VALUE OF LAW ENFORCEMENT TO THE GREATER COMMUNITY AND RAISES MONEY TO PURCHASE K9S FOR THE SHERIFF'S OFFICE. TO DATE, OVER $17,000 HAS BEEN RAISED AND TWO DOGS, HAMMER AND GUAGE, HAVE BEEN PURCHASED AND PLACED INTO SERVICE. THE FUTURE OF THE CARPENTER'S CARES PROGRAM IS EXCITING AND THE ROLE OF CARPENTER'S HOME ESTATES IN THE COMMUNITY MIRRORS OUR CORPORATE MISSION STATEMENT: THE ESTATES AT CARPENTERS IS A NOT-FOR-PROFIT CONTINUING CARE RETIREMENT COMMUNITY DEDICATED TO PROVIDING CARE AND SERVICES TO MEET THE SPIRITUAL, SOCIAL, EMOTIONAL, PHYSICAL, AND HEALTH NEEDS OF THE RESIDENTS AND COMMUNITY WE SERVE. WE STRIVE TO PROMOTE AND ENHANCE AN ENVIRONMENT THAT ENCOURAGES DIGNITY, PERSONAL GROWTH, HAPPINESS, AND SELF-ESTEEM WHILE VALUING A SENSE OF PURPOSE AND INDEPENDENCE. THE COMMITMENT TO CARING PROGRAM CONTINUES TO GROW AND EXPAND AS WE IDENTIFY ADDITIONAL WAYS TO SERVE AND BENEFIT THE LOCAL COMMUNITY, OUR RESIDENTS, AND OUR STAFF MEMBERS. OVER OUR 28 PLUS YEARS OF SERVICE, OUR COMMITMENT TO THE COMMUNITY CONTINUES TO GROW AND REFLECTS THE RICH TRADITION AND LONG-STANDING VALUES OF OUR COMMUNITY. OUR GOAL IS SIMPLEWE WANT TO CONTINUE TO EMPHASIZE QUALITY AND SERVICE TO OUR RESIDENTS, STAFF, AND THE COMMUNITY AT LARGE. WE WILL CONTINUE TO BE A COMMUNITY "WHERE QUALITY OF LIFE IS CELEBRATED" AND A COMMUNITY PARTNER COMMITTED TO MAKING A DIFFERENCE. |