CARPENTERS HOME ESTATES INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CARPENTERS HOME ESTATES INC (EIN 59-2347336)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-28
- IRS object ID
- 201323019349300817
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-10-28T12:18:32-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593070669 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOORE STEPHENS LOVELACE PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592347336 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARPENTER'S HOME ESTATES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CARP | NameControl |
| Phone | 8638583847 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SAMMY TAYLOR | Name |
| Title | SECRETARY/TREASURER | Title |
| Phone | 8638583847 | Phone |
| Date Signed | 2013-10-28 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MELANIE A MCPEAK | Name |
| PTIN | P01346034 | PTIN |
| Phone | 7275314477 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LEO GILLMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 16828093 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://EACLAKELAND.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 391 | TotalNbrEmployees |
| Total Nbr Volunteers | 75 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 36596 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 52900 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 16048986 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 16411882 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 171731 | InvestmentIncomePriorYear |
| Investment Income Current Year | 174113 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 192100 | OtherRevenuePriorYear |
| Other Revenue Current Year | 189198 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 16449413 | TotalRevenuePriorYear |
| Total Revenue Current Year | 16828093 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 226654 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 237756 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8235066 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8296861 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7334032 | OtherExpensePriorYear |
| Other Expenses Current Year | 7481383 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 15795752 | TotalExpensesPriorYear |
| Total Expenses Current Year | 16016000 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 653661 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 812093 | RevenuesLessExpensesCY |
| Total Assets BOY | 43839884 | TotalAssetsBOY |
| Total Assets EOY | 44064082 | TotalAssetsEOY |
| Total Liabilities BOY | 39231918 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 38653302 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4607966 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5410780 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5525586 | Expense |
| Revenue | 3991102 | Revenue |
| Description | 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 2012, 64% 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 2012, 13% OF THE TOTAL PATIENT DAYS IN THE SKILLED NURSING COMPONENT WERE FOR CARE PROVIDED TO RESIDENTS COVERED BY THE MEDICAID PROGRAM. IN THE ESTATES 27 YEAR HISTORY, NO RESIDENT HAS EVER BEEN ASKED TO LEAVE DUE TO THEIR INABILITY TO MEET THEIR FINANCIAL OBLIGATIONS TO THE ORGANIZATION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1309807 | Expense |
| Revenue | 1251820 | Revenue |
| Description | 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 2012, 98% 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 27 YEAR HISTORY, NO RESIDENT HAS EVER BEEN ASKED TO LEAVE DUE TO THEIR INABILITY TO MEET THEIR FINANCIAL OBLIGATIONS TO THE ORGANIZATION. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7374963 | Expense |
| Revenue | 11358158 | Revenue |
| Description | 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 27 YEAR HISTORY, NO RESIDENT HAS EVER BEEN ASKED TO LEAVE DUE TO THEIR INABILITY TO MEET THEIR FINANCIAL OBLIGATIONS TO THE ORGANIZATION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 14210356 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 38 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 391 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN THOMPSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8638583847 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| LEO GILLMAN | |||||||
| PRESIDENT | 3.00 | X | X | 0 | 0 | 0 | |
| LOU MCCRANEY | |||||||
| VICE PRESIDENT | 3.00 | X | X | 0 | 0 | 0 | |
| SAMMY TAYLOR | |||||||
| SECRETARY/TREASURER | 3.00 | X | X | 0 | 0 | 0 | |
| DR RILEY SHORT | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| MALLORY JOHNSON | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| LYNNE BREIDENBACH | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| REV DWIGHT EDWARDS | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| JOHN THOMPSON | |||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 0 | 0 | 0 | ||
| LILYBETH LUCAS | |||||||
| DIRECTOR OF THERAPY | 40.00 | 105703 | 0 | 4175 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 105703 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 4175 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| HMS OF LAKELAND INC | |||||
| 1009 CARPENTERS WAY | LAKELAND | FL | 33809 | MANAGEMENT SERVICES | 1057398 |
| US FOOD SERVICE INC | |||||
| PO BOX 281841 | ATLANTA | GA | 30384 | FOOD VENDOR | 590459 |
| RONNIE'S CARPETS INC | |||||
| 12348 US HWY 98 N | LAKELAND | FL | 33809 | CARPET | 277223 |
| BROWN AND BROWN INC | |||||
| PO BOX 15519 | TAMPA | FL | 33602 | INSURANCE SERVICES | 239980 |
| SYSCO FOOD SERVICES | |||||
| 200 WEST STORY ROAD | OCOEE | FL | 34761 | FOOD VENDOR | 206183 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| All Other Contributions | 52900 | AllOtherContributions |
| Noncash Contributions | 5976 | NoncashContributions |
| Total Contributions | 52900 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| APARTMENT SERVICE FEES | 623000 | 8686664 | 8686664 |
| SKILLED NURSING AND THERAPY SERVI | 623000 | 3991124 | 3991124 |
| EARNED ENTRANCE FEES | 623000 | 2465520 | 2465520 |
| ASSISTED LIVING FEES | 623000 | 1251820 | 1251820 |
| RESIDENT SERVICES | 623000 | 16754 | 16754 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 16411882 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 174113 | TotalRevenueColumn |
| Exclusion | $174,113 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BEAUTY SHOP INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 189198 | TotalRevenueColumn |
| Related Or Exempt Function Income | 189198 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 189198 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16828093 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16601080 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $174,113 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54541 | Total |
| Program Services | 54541 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183215 | Total |
| Program Services | 183215 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6945297 | Total |
| Program Services | 6330863 | ProgramServices |
| Management And General | 614434 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49313 | Total |
| Program Services | 39563 | ProgramServices |
| Management And General | 9750 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 775486 | Total |
| Program Services | 696286 | ProgramServices |
| Management And General | 79200 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 526765 | Total |
| Program Services | 469182 | ProgramServices |
| Management And General | 57583 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 565745 | Total |
| Program Services | 203669 | ProgramServices |
| Management And General | 362076 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49699 | Total |
| Management And General | 49699 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29207 | Total |
| Management And General | 29207 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80395 | Total |
| Program Services | 79250 | ProgramServices |
| Management And General | 1145 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4288 | Total |
| Program Services | 3430 | ProgramServices |
| Management And General | 858 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 425073 | Total |
| Program Services | 87650 | ProgramServices |
| Management And General | 337423 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1039709 | Total |
| Program Services | 982821 | ProgramServices |
| Management And General | 56888 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59878 | Total |
| Program Services | 40565 | ProgramServices |
| Management And General | 19313 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44546 | Total |
| Program Services | 11617 | ProgramServices |
| Management And General | 32929 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1507506 | Total |
| Program Services | 1507506 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1837699 | Total |
| Program Services | 1837699 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 216228 | Total |
| Program Services | 102999 | ProgramServices |
| Management And General | 113229 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SUPPLIES | 1446860 | 1446860 | |
| EQUIPMENT RENTAL AND MA | 98659 | 66939 | 31720 |
| RESIDENT ACTIVITIES | 29785 | 29785 | |
| DRUG TESTING AND PHYSIC | 18172 | 18003 | 169 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27934 | Total |
| Program Services | 17913 | ProgramServices |
| Management And General | 10021 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16016000 | Total |
| Program Services | 14210356 | ProgramServices |
| Management And General | 1805644 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70173 | BOY |
| EOY | 1888235 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7252238 | BOY |
| EOY | 5836329 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 427714 | BOY |
| EOY | 670880 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 205982 | BOY |
| EOY | 173511 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59091 | BOY |
| EOY | 59852 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 412558 | BOY |
| EOY | 424206 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 48653309 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 22293525 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26909127 | BOY |
| EOY | 26359784 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1052642 | BOY |
| EOY | 1030727 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7450359 | BOY |
| EOY | 7620558 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43839884 | BOY |
| EOY | 44064082 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1532049 | BOY |
| EOY | 1590792 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12701931 | BOY |
| EOY | 12169011 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24205000 | BOY |
| EOY | 24205000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 792938 | BOY |
| EOY | 688499 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39231918 | BOY |
| EOY | 38653302 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4607966 | BOY |
| EOY | 5410780 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4607966 | BOY |
| EOY | 5410780 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43839884 | BOY |
| EOY | 44064082 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 812093 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -9279 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22977 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17913 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 31217 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 36596 | CurrentTaxYearMinus1Year |
| Current Tax Year | 52900 | CurrentTaxYear |
| Total | 161603 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16834865 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16593075 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16261646 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16241086 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16411882 | CurrentTaxYear |
| Total | 82342554 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16857842 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16610988 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16292863 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16277682 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16464782 | CurrentTaxYear |
| Total | 82504157 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 82504157 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 443917 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 886169 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 144292 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 179480 | CurrentTaxYearMinus1Year |
| Current Tax Year | 174113 | CurrentTaxYear |
| Total | 1827971 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 443917 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 886169 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 144292 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 179480 | CurrentTaxYearMinus1Year |
| Current Tax Year | 174113 | CurrentTaxYear |
| Total | 1827971 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 192100 | CurrentTaxYearMinus1Year |
| Current Tax Year | 189198 | CurrentTaxYear |
| Total | 381298 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17301759 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17497157 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16437155 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16649262 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16828093 | CurrentTaxYear |
| Total | 84713426 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97390 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97500 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02160 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02500 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1417344 | OtherCostOrOtherBasis |
| Book Value | 1417344 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 42510027 | OtherCostOrOtherBasis |
| Depreciation | 19351388 | Depreciation |
| Book Value | 23158639 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2835582 | OtherCostOrOtherBasis |
| Depreciation | 1815726 | Depreciation |
| Book Value | 1019856 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1890356 | OtherCostOrOtherBasis |
| Depreciation | 1126411 | Depreciation |
| Book Value | 763945 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 26359784 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEFERRED FINANCING COSTS | 605069 |
| INVESTMENTS WHOSE USE IS LIMITED | 6934374 |
| UTILITY DEPOSITS | 81115 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 7620558 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ENTRANCE FEE DEPOSITS | $226,995 |
| REFUNDABLE ENTRANCE FEES | $461,504 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 688499 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 16803509 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -9279 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -9279 | RevenueNotRptdF990 |
| Revenue Subtotal | 16812788 | RevenueSubtotal |
| Other Revenues Not Included | 15305 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 15305 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 16828093 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 16000695 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 16000695 | ExpensesSubtotal |
| Other Expenses Not Included | 15305 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 15305 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 16016000 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTIONS PAID INCLUDED IN REVENUE ON FINANCIALS 15,305. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTIONS PAID INCLUDED IN REVENUE ON FINANCIALS 15,305. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | 363463656 | 501(C)3 | 15000 | 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 | 22922 | SPONSORSHIP OF MONTHLY PANCAKE BREAKFAST |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | 131788491 | 501(C)3 | 5225 | RELAY FOR LIFE SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation |
|---|---|---|---|
| EMPLOYEE EMERGENCY ASSISTANCE, EMPLOYEE FOOD DRIVE, EMPLOYEE SCHOOL SUPPLIES | 40 | 9795 | AMOUNTS PAID DIRECTLY TO CREDITORS AND OTHER VENDORS ON BEHALF OF EMPLOYEES. |
| RESIDENT EMERGENCY ASSISTANCE | 8 | 75367 | MONTHLY MAINTENANCE FEE CREDITS GIVEN TO RESIDENTS IN NEED. |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: PLEASE SEE SCHEDULE O FOR THE SOCIAL ACCOUNTABILITY PROGRAM. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| 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) |
|---|---|---|
| Issuer EIN | 596000354 | IssuerEIN |
| CUSIP Number | 511727AK5 | CUSIPNumber |
| Date Issued | 2008-05-01 | DateIssued |
| Issue Price | 26555000 | IssuePrice |
| Description Of Purpose | SEE SUPPLEMENTAL INFORMATION | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 2350000 | AmountRetired |
| Total Proceeds | 26544437 | TotalProceeds |
| Amount In Reserve Fund | 2172238 | AmountInReserveFund |
| Capitalized Interest | 2285925 | CapitalizedInterest |
| Refunding Escrow | 13660414 | RefundingEscrow |
| Issuance Costs From Proceeds | 531100 | IssuanceCostsFromProceeds |
| Capital Expenditures | 5544760 | CapitalExpenditures |
| Year Of Subst Completion | 2009 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 1 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00050 | PrcntgePrvtBusinessUseByOthers |
| Total Private Business Use | 0.00050 | TotalPrivateBusinessUse |
| Bond Iss Meet Prvt Security Pay Test | 0 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 0 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 0 | RebateNotDueYet |
| Exception To Rebate | 0 | ExceptionToRebate |
| No Rebate Due | 0 | NoRebateDue |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | 0 | ProcToUndertkCorrectiveAction |
Form990 Schedule K Part VI Form990ScheduleKPartVI (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SCHEDULE K, ROW A, PART I(F) | PURPOSE OF SERIES 2008 BONDS: | 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 | ADDITIONAL INFORMATION RELATED TO BOND ISSUANCE: | 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) | INFORMATION PERTAINING TO CUSIP OF 2008 SERIES BOND ISSUE: | 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 | ADDITIONAL INFORMATION RELATED TO BOND ISSUANCE: | 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
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HMS OF LAKELAND INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | MANAGEMENT COMPANY | Relationship |
| Amount Of Transaction | 1057398 | AmountOfTransaction |
| Description Of 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 COO. TWO OF THE THREE POSITIONS ARE PROVIDED UNDER THE TERMS OF THE MANAGEMENT AGREEMENT. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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, COO, AND ADMINISTRATOR ARE THREE OF THE FOUR OWNERS OF HMS. JOHN THOMPSON, SERVING AS THE ORGANIZATION'S EXECUTIVE DIRECTOR IS PAID FROM HMS OF LAKELAND, INC. $156,135. 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 | 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. | OVERSIGHT OF AUDIT |
| 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 2012 CARPENTER'S CARES PROGRAM WAS 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 2012, MORE THAN $8,400 OF ASSISTANCE WAS PROVIDED TO EMPLOYEES THROUGH THIS PROGRAM. POLK WORKS RECOGNIZED THIS COMMITMENT TO OUR EMPLOYEES WHEN THE ESTATES RECEIVED A "BEST PLACES TO WORK" AWARD FOR THE THIRD CONSECUTIVE YEAR. HEALTH AND WELLNESS IS AN INTEGRAL PART OF THE 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, RELAY FOR LIFE, 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. OUR TEAM FOR THE RELAY FOR LIFE EVENT WAS RECOGNIZED AS THE "TOP FUNDRAISING TEAM" AND AS AN EXCLUSIVE PLATINUM SPONSOR FOR THE ALZHEIMER'S ASSOCIATION IN 2012, WE HAVE BECOME A VITAL CONTRIBUTOR TO THEIR ORGANIZATION AND THE ACCOMPLISHMENT OF THEIR MISSION. THIS WELLNESS PHILOSOPHY EXTENDS FURTHER INTO OUR COMMUNITY. THE ESTATES HOSTED A SURVIVOR AND CAREGIVER DINNER FOR THE AMERICAN CANCER SOCIETY TO CELEBRATE WITH THOSE WHO ARE WINNING THE BATTLE AGAINST CANCER. 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. IN 2012, VOLUNTEERS IN SERVICE FOR THE ELDERLY ANNOUNCED A SHORTAGE OF PEANUT BUTTER IN THEIR FOOD PANTRY DUE TO RISING PRICES. THEY PUT OUT A CALL TO ACTION ASKING THE COMMUNITY TO DONATE JARS AND EMPHASIZED THAT PEANUT BUTTER WAS AN EXCELLENT SOURCE OF PROTEIN FOR SENIORS. WITH THE EFFORTS OF OUR EMPLOYEES AND RESIDENTS, THE ESTATES ANSWERED THE CALL AND DELIVERED 1,109 JARS OF PEANUT BUTTER TO THE FOOD BANK ALONG WITH OVER 300 CANS OF TUNA FISH OF CANNED MEATS. 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 * PROVIDING "BELL RINGERS" FOR THE SALVATION ARMY DURING THE HOLIDAY SEASON * 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 * EMPLOYEE AND RESIDENT PARTICIPATION IN PAINT YOUR HEART OUT LAKELAND, INCLUDING THE PURCHASE OF SUPPLIES TO MAKE NECESSARY REPAIRS AND LANDSCAPING IMPROVEMENTS TO THE PROPERTY * 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 NORTH LAKELAND RELAY FOR LIFE * HOSTED AND CATERED A "SURVIVOR" DINNER FOR THE AMERICAN CANCER SOCIETY * FINANCIAL SUPPORT OF THE RAY BOLT CLASSIC THAT BENEFITS THE AMERICAN CANCER SOCIETY AND PROVIDES SCHOLARSHIPS TO DESERVING STUDENTS AT UNIVERSITIES THROUGHOUT FLORIDA. * PROVIDED MEETING SPACE FOR THE PLANNING COMMITTEE OF THE NORTH LAKELAND RELAY FOR LIFE * PROVIDED MEETING SPACE FOR CLASS V OF THE LEADINGAGE FLORIDA LEADERSHIP ACADEMY * PROVIDED MEETING SPACE FOR MONTHLY ALZHEIMER SUPPORT GROUPS 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 MORE THAN 75 NEEDY SENIORS AND CONTINUED OUR COMMITMENT AS AN ORGANIZATION TO MAKING THE HOLIDAYS A TIME OF GIVING. 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. STUDENTS FROM KEISER UNIVERSITY COMPLETED ROTATIONS IN OUR THERAPY DEPARTMENT TO GAIN EXPERIENCE IN WORKING WITH A GERIATRIC POPULATIONS AND TO LEARN FROM OUR TALENTED STAFF. IN ALL CASES, OUR TALENTED STAFF SHARED THEIR KNOWLEDGE AND EXPERTISE WITH THESE INTERNS AND GAVE THEIR TIME TO THIS IMPORTANT TASK. VOLUNTEER DAYS ENCOURAGE VOLUNTEERISM BY OUR EMPLOYEES AND PROVIDE SUPPORT FOR LOCAL NOT-FOR-PROFIT ORGANIZATIONS. EMPLOYEES EXCHANGE A DAY AT WORK FOR A PAID DAY OF VOLUNTEERISM AT A LOCAL CHARITY. EMPLOYEES ASSISTED AT VOLUNTEERS IN SERVICE TO THE ELDERLY, FLORIDA BAPTIST CHILDREN'S HOME, THE SPCA, AND THE LAKELAND POLICE DEPARTMENT. TOGETHER WE MADE A DIFFERENCE IN OUR LOCAL COMMUNITY AND SHARED THE TIME AND TALENTS OF OUR STAFF. | SOCIAL ACCOUNTABILITY PROGRAM | |
| 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, FLORIDA GOVERNOR'S ASSISTED LIVING WORKGROUP, UNIVERSITY OF SOUTH FLORIDA, 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 2012, 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 * RELAY FOR LIFE 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 ESTATES WILL ALWAYS TAKE CARE OF THEIR FAMILY OF RESIDENTS IN GRANTING MORE THAN $89,700 IN 2012 TO OUR RESIDENTS WHO HAD DIFFICULTY PAYING THEIR MONTHLY MAINTENANCE FEES. IN ADDITION, AS A SERVICE TO OUR COMMUNITY, THE ESTATES CREATED THE ADVANTAGE PROGRAM AND DESIGNATED TEN APARTMENTS TO SERVE RESIDENTS WHO DO NOT QUALIFY FINANCIALLY TO MOVE INTO THE ESTATES. THESE RESIDENTS ARE RECOMMENDED BY PASTORS OF OUR LOCAL CHURCHES. IN 2012, THIS AMOUNTED TO MORE THAN $142,000 IN DISCOUNTED MONTHLY MAINTENANCE FEES. THE FUTURE OF THE CARPENTER'S CARES PROGRAM IS EXCITING. OUR K9S FOR COPS INITIATIVE IS A NEW PARTNERSHIP BETWEEN THE ESTATES AND THE POLK COUNTY SHERIFF'S OFFICE THAT IS RAISING MONEY TO PURCHASE, TRAIN, AND CARE FOR THE CANINE MEMBERS OF LOCAL LAW ENFORCEMENT. IT IS YET ANOTHER EFFORT THAT HIGHLIGHTS 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 26 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 SIMPLE...WE 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. |