CARPENTERS HOME ESTATES INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CARPENTERS HOME ESTATES INC (EIN 59-2347336)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-23
- IRS object ID
- 201212369349300606
- Schema version
- 2011v1.2
- 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 | 2012-08-23T10:36:44-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-08-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KURT A ALTER CPA | Name |
| PTIN | P00059492 | PTIN |
| Phone | 7275314477 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | 16449413 | 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 | SEE SCHEDULE O.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 | 312 | TotalNbrEmployees |
| Total Nbr Volunteers | 221 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 31217 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 36596 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 16274003 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 16048986 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 144293 | InvestmentIncomePriorYear |
| Investment Income Current Year | 171731 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 192100 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 16449513 | TotalRevenuePriorYear |
| Total Revenue Current Year | 16449413 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 25031 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 226654 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8349439 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8235066 | 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 | 7463433 | OtherExpensePriorYear |
| Other Expenses Current Year | 7334032 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 15837903 | TotalExpensesPriorYear |
| Total Expenses Current Year | 15795752 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 611610 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 653661 | RevenuesLessExpensesCY |
| Total Assets BOY | 44365546 | TotalAssetsBOY |
| Total Assets EOY | 43839884 | TotalAssetsEOY |
| Total Liabilities BOY | 40418990 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 39231918 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3946556 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4607966 | 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 | 5450449 | Expense |
| Revenue | 4195867 | Revenue |
| Description | SEE SCHEDULE O.CARPENTER'S HOME ESTATES, INC. ("THE ESTATES") OPERATES A 72 BED SKILLED NURSING FACILITY AND PARTICIPATES IN THE MEDICARE AND MEDICAID PROGRAMS. IN 2011, 67% 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 2011, 14% OF THE TOTAL PATIENT DAYS IN THE SKILLED NURSING COMPONENT WERE FOR CARE PROVIDED TO RESIDENTS COVERED BY THE MEDICAID PROGRAM. IN THE ESTATES 26 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 | 1307536 | Expense |
| Revenue | 1250445 | Revenue |
| Description | SEE SCHEDULE O.CARPENTER'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 2011, 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 26 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 | 7265515 | Expense |
| Revenue | 10794774 | Revenue |
| Description | SEE SCHEDULE O.CARPENTER'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 25 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 | 14023500 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 43 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 312 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (8 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| 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 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | 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 | 1009638 |
| US FOOD SERVICE INC | |||||
| PO BOX 281841 | ATLANTA | GA | 30384 | FOOD VENDOR | 416700 |
| SYSCO FOOD SERVICES | |||||
| 200 WEST STORY ROAD | OCOEE | FL | 34761 | FOOD VENDOR | 294041 |
| GORDON FOOD SERVICE | |||||
| 1410 GORDON FOOD SERVICE DRIVE | PLANT CITY | FL | 33563 | FOOD VENDOR | 161614 |
| PHARMERICA | |||||
| 735B WEST HIGHWAY 434 | LONGWOOD | FL | 32750 | PHARMACY SUPPLIES | 147243 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| All Other Contributions | 36596 | AllOtherContributions |
| Total Contributions | 36596 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| APARTMENT SERVICE FEES | 623000 | 8053372 | 8053372 |
| SKILLED NURSING AND TH | 623000 | 4195867 | 4195867 |
| EARNED ENTRANCE FEES | 623000 | 2439040 | 2439040 |
| ASSISTED LIVING FEES | 623000 | 1250445 | 1250445 |
| RESIDENT SERVICES | 623000 | 110262 | 110262 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 16048986 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 171731 | TotalRevenueColumn |
| Exclusion | $171,731 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BEAUTY SHOP INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 192100 | TotalRevenueColumn |
| Related Or Exempt Function Income | 192100 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 192100 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16449413 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16241086 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $171,731 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37469 | Total |
| Program Services | 37469 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 189185 | Total |
| Program Services | 189185 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6701855 | Total |
| Program Services | 6141760 | ProgramServices |
| Management And General | 560095 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50885 | Total |
| Program Services | 42697 | ProgramServices |
| Management And General | 8188 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 975276 | Total |
| Program Services | 879293 | ProgramServices |
| Management And General | 95983 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 507050 | Total |
| Program Services | 455424 | ProgramServices |
| Management And General | 51626 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 539316 | Total |
| Program Services | 194154 | ProgramServices |
| Management And General | 345162 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78228 | Total |
| Management And General | 78228 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27000 | Total |
| Management And General | 27000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92707 | Total |
| Program Services | 56738 | ProgramServices |
| Management And General | 35969 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3207 | Total |
| Program Services | 3207 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 380576 | Total |
| Program Services | 93104 | ProgramServices |
| Management And General | 287472 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1075708 | Total |
| Program Services | 1015832 | ProgramServices |
| Management And General | 59876 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57316 | Total |
| Program Services | 38915 | ProgramServices |
| Management And General | 18401 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48595 | Total |
| Program Services | 9701 | ProgramServices |
| Management And General | 38894 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1519878 | Total |
| Program Services | 1519878 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1777365 | Total |
| Program Services | 1777365 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 262831 | Total |
| Program Services | 129815 | ProgramServices |
| Management And General | 133016 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SUPPLIES | 1333172 | 1333172 | |
| EQUIPMENT RENTAL AND MA | 48834 | 48834 | |
| DRUG TESTING & PHYSICAL | 24626 | 19144 | 5482 |
| RESIDENT ACTIVITIES | 22129 | 22129 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42544 | Total |
| Program Services | 15684 | ProgramServices |
| Management And General | 26860 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15795752 | Total |
| Program Services | 14023500 | ProgramServices |
| Management And General | 1772252 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66398 | BOY |
| EOY | 70173 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7343778 | BOY |
| EOY | 7252238 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 681583 | BOY |
| EOY | 427714 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 351741 | BOY |
| EOY | 205982 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58276 | BOY |
| EOY | 59091 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 472365 | BOY |
| EOY | 412558 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 48205238 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 21296111 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27749686 | BOY |
| EOY | 26909127 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1052642 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7641719 | BOY |
| EOY | 7450359 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44365546 | BOY |
| EOY | 43839884 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1468998 | BOY |
| EOY | 1532049 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13238004 | BOY |
| EOY | 12701931 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24855000 | BOY |
| EOY | 24205000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 856988 | BOY |
| EOY | 792938 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40418990 | BOY |
| EOY | 39231918 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3946556 | BOY |
| EOY | 4607966 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3946556 | BOY |
| EOY | 4607966 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44365546 | BOY |
| EOY | 43839884 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 653661 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 7749 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 190614 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22977 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17913 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 31217 | CurrentTaxYearMinus1Year |
| Current Tax Year | 36596 | CurrentTaxYear |
| Total | 299317 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15503198 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16834865 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16593075 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16261646 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16241086 | CurrentTaxYear |
| Total | 81433870 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15693812 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16857842 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16610988 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16292863 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16277682 | CurrentTaxYear |
| Total | 81733187 | 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 | 81733187 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 442447 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 443917 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 886169 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 144292 | CurrentTaxYearMinus1Year |
| Current Tax Year | 179480 | CurrentTaxYear |
| Total | 2096305 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 442447 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 443917 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 886169 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 144292 | CurrentTaxYearMinus1Year |
| Current Tax Year | 179480 | CurrentTaxYear |
| Total | 2096305 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16136259 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17301759 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17497157 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16437155 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16457162 | CurrentTaxYear |
| Total | 83829492 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97500 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97200 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02500 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02790 | 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 | 1917910 | OtherCostOrOtherBasis |
| Book Value | 1917910 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 41692592 | OtherCostOrOtherBasis |
| Depreciation | 18240529 | Depreciation |
| Book Value | 23452063 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2621853 | OtherCostOrOtherBasis |
| Depreciation | 1808209 | Depreciation |
| Book Value | 813644 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1972883 | OtherCostOrOtherBasis |
| Depreciation | 1247373 | Depreciation |
| Book Value | 725510 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 26909127 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEFERRED FINANCING COSTS | 625092 |
| INVESTMENTS WHOSE USE IS LIMITED | 6744152 |
| UTILITY DEPOSITS | 81115 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 7450359 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ENTRANCE FEE DEPOSITS | $237,284 |
| REFUNDABLE ENTRANCE FEES | $555,654 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 792938 | TotalOfAmounts |
| Total Revenue | 16449413 | TotalRevenue |
| Total Expenses | 15795752 | TotalExpenses |
| Excess Or Deficit For Year | 653661 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 20157 | NetUnrealizedGLOnInvestments |
| Other | -$12,408 | OtherAmount |
| Total Adjustments | 7749 | TotalAdjustments |
| Excess Or Deficit Per FS | 661410 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 16454830 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 20157 | NetUnrealizedGainsInvestments |
| Other Revenues | -12408 | OtherRevenues |
| Revenue Not Rptd F990 | 7749 | RevenueNotRptdF990 |
| Revenue Subtotal | 16447081 | RevenueSubtotal |
| Other Revenues Not Included | 2332 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2332 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 16449413 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 15793420 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 15793420 | ExpensesSubtotal |
| Other Expenses Not Included | 2332 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2332 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 15795752 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | LOSS ON EXTINGUISHMENT OF DEBT -12,408. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON EXTINGUISHMENT OF DEBT -12,408. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTIONS PAID INCLUDED IN REVENUE ON FINANCIALS 2,332. |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTIONS PAID INCLUDED IN REVENUE ON FINANCIALS 2,332. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 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 | 11500 | FINANCIAL SUPPORT OF ALZHEIMER'S ASSOCIATION |
| ASBURY THEOLOGICAL SEMINARY | |||||||
| 204 NORTH LEXINGTON AVENUE | WILMORE | KY | 40390 | 610445823 | 501(C)3 | 10000 | FINANCIAL SUPPORT OF ASBURY THEOLOGICAL SEMINARY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation |
|---|---|---|---|
| EMPLOYEE EMERGENCY ASSISTANCE | 78 | 28892 | AMOUNTS PAID DIRECTLY TO CREDITORS AND OTHER VENDORS ON BEHALF OF EMPLOYEES. |
| RESIDENT EMERGENCY ASSISTANCE | 10 | 160293 | 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
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 | 511727AH2 | CUSIPNumber |
| Date Issued | 2008-05-01 | DateIssued |
| Issue Price | 26555000 | IssuePrice |
| Description Of Purpose | SEE CONTINUATION STATEMENT BELOW | 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) |
|---|---|---|
| Amount Retired | 2350000 | AmountRetired |
| Total Proceeds | 26544437 | TotalProceeds |
| Amount In Reserve Fund | 2190968 | AmountInReserveFund |
| Capitalized Interest | 1510689 | CapitalizedInterest |
| Refunding Escrow | 13660414 | RefundingEscrow |
| Issuance Costs From Proceeds | 762333 | IssuanceCostsFromProceeds |
| Capital Expenditures | 6070033 | 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) |
|---|---|---|
| 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 |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| 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 |
| Exception To Rebate | 0 | ExceptionToRebate |
Form990 Schedule K Part VI Form990ScheduleKPartVI (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SCHEDULE K, 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 | 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 A UNDERWRITERS 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 | 1009638 | 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 (8 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. 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. 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 XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 20,157. LOSS ON EXTINGUISHMENT OF DEBT -12,408. TOTAL TO FORM 990, PART XI, LINE 5: 7,749. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| 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. THE CARPENTER'S CARES PROGRAM AT THE ESTATES IS STRUCTURED ON THREE PILLARS OF SERVICE. OUR COMMITMENT TO RESIDENTS, STAFF, AND COMMUNITY IS INSTRUMENTAL TO ENSURING THAT THE ESTATES REMAINS A GREAT PLACE TO LIVE AND WORK AND SOLIDIFIES OUR POSITION AS A COMMUNITY PARTNER COMMITTED TO SERVICE. THIS PROGRAM PROVIDES OPPORTUNITIES FOR RESIDENTS AND STAFF MEMBERS TO GIVE BACK TO THE COMMUNITY WHILE MEETING AND ENHANCING THE MISSION OF THE ORGANIZATION AND PROVIDES ASSISTANCE TO ORGANIZATIONS IN THE LOCAL COMMUNITY THROUGH FINANCIAL SUPPORT AND BY OFFERING THE TALENTS AND SERVICES OF OUR TALENTED EMPLOYEES AND RESIDENTS. THE GOAL OF THE PROGRAM IS SIMPLE . . . TO MAKE A DIFFERENCE TO OUR 275 EMPLOYEES AND APPROXIMATELY 400 RESIDENTS AND TO BE GOOD NEIGHBORS WITH OUR LOCAL COMMUNITY. THE ORGANIZATIONAL COMMITMENT TO STAFF IS DEMONSTRATED BY THE ESTABLISHMENT OF THE CARPENTER'S CARES PROGRAM, WHICH PROVIDES 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 2011, MORE THAN $21,000 OF ASSISTANCE WAS PROVIDED TO OVER 25% OF OUR EMPLOYEES THROUGH THIS PROGRAM. POLK WORKS RECOGNIZED THIS COMMITMENT TO OUR EMPLOYEES WHEN THE ESTATES RECEIVED A "BEST PLACES TO WORK" AWARD FOR THE SECOND CONSECUTIVE YEAR. THE EFFECT OF THIS PROGRAM IS BEST SUMMARIZED IN THE WORDS OF ONE OF OUR EMPLOYEES WHO WROTE "FOR ONE OF THE FEW TIMES IN MY LIFE - I AM WITHOUT THE WORDS TO SAY 'THANK YOU.' IT IS NOT A SUFFICIENT ENOUGH WORD. I AM GRATEFUL TO YOU - QUITE LITERALLY - FOR SAVING MY LIFE. FOR YOUR KINDNESS AND GOODNESS. YOU DON'T (AND NEVER DID) GET ENOUGH CREDIT FOR THE THINGS YOU DO. AT THE ESTATES IT'S NOT JUST LIP SERVICE WHEN YOU SAY 'PEOPLE MATTER.'" THIS PILLAR OF SERVICE IS ALSO REFLECTED BY THE EFFORTS OF OUR RESIDENT'S ASSOCIATION. THIS RESIDENT VOLUNTEER GROUP PROVIDES SERVICES FOR THE WELFARE OF THE RESIDENTS OF THE ESTATES AND COLLECTS AND SORTS THROUGH CLOTHING DONATIONS THROUGHOUT THE YEAR. THESE DONATIONS ARE USED TO FUND A SCHOLARSHIP PROGRAM FOR EMPLOYEES OF THE ESTATES AND DONATED TO LOCAL CHARITIES TO PROVIDE ASSISTANCE IN THE LOCAL COMMUNITY. THE ANNUAL SCHOOL SUPPLY AND CANNED FOOD DRIVES, TOY DRIVE FOR THE COPS FOR CHRISTMAS PROGRAM, AND AN ANGEL TREE BENEFITTING SENIORS ARE A FEW EXAMPLES OF THE SPIRIT OF SHARING AND CARING THAT IS SUCH A PART OF THE ESTATES. RESIDENTS, EMPLOYEES, AND THE ESTATES PROVIDE DONATIONS OF MONEY AND NEW SCHOOL SUPPLIES TO ENSURE THAT CHILDREN ARE PROPERLY EQUIPPED TO BEGIN A NEW SCHOOL YEAR. THE SUPPLIES ARE GIVEN TO LINE STAFF WITH SCHOOL AGE CHILDREN TO PROVIDE THE TOOLS THEY NEED FOR A SUCCESSFUL SCHOOL YEAR. THE FOOD DRIVE ASSISTED EMPLOYEES WITH THE INGREDIENTS FOR THEIR HOLIDAY MEAL PREPARATIONS AND PROVIDED CANNED GOODS AND NON-PERISHABLE FOOD TO LOCAL FOOD BANKS. THE TOY DRIVE BENEFITS LOCAL CHILDREN AFFECTED BY CRIME AND HELPS TO ENSURE THAT EACH CHILD HAS A PRESENT TO UNWRAP ON CHRISTMAS MORNING. THE ANGEL TREE PROGRAM PROVIDES PRESENTS FOR 100 NEEDY SENIORS. AGAIN, EVERYONE SHOULD RECEIVE A PRESENT DURING THE HOLIDAY SEASON. THE SPIRIT OF GIVING HAS BEEN EMBRACED BY THE ESTATES' EMPLOYEES THROUGH THEIR PARTICIPATION IN A SECRET SANTA PROGRAM FOR HEALTH CENTER RESIDENTS. THE EMPLOYEES PURCHASE GIFTS TO BE SHARED WITH THE RESIDENTS AT THE CHRISTMAS PARTY, MAKING SURE THAT EVERY RESIDENT HAS A GIFT TO OPEN. THE ESTATES HAS LONG BEEN A SPONSOR AND CONTRIBUTOR TO THE ALZHEIMER'S ASSOCIATION BECAUSE THIS DISEASE TOUCHES SO MANY PEOPLE IN OUR COMMUNITY. THE ESTATES IS PROUD TO HAVE BEEN CONSIDERED A PLATINUM SPONSOR FOR THE ALZHEIMER'S ASSOCIATION IN 2011. WE BELIEVE THAT THROUGH RESIDENT AND STAFF PARTICIPATING IN THE ALZHEIMER'S WALK AND OTHER COMMUNITY EVENTS IN CONJUNCTION WITH THE FINANCIAL SUPPORT WE OFFER THE ALZHEIMER'S ASSOCIATION 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. 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 * INVITING CHILDREN FROM THE FLORIDA BAPTIST'S CHILDREN'S HOME TO SEMI-ANNUAL EMPLOYEE PICNICS * 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 * FINANCIAL SUPPORT OF ASBURY THEOLOGICAL SEMINARY * COLLECTION OF NEW, UNWRAPPED TOYS AND A MONETARY DONATION TO THE COPS FOR CHRISTMAS PROGRAM HOSTED BY THE LAKELAND POLICE DEPARTMENT TO BENEFIT CHILDREN IN FOSTER CARE * FINANCIAL SUPPORT OF POLK WORKS, WHICH IS THE LOCAL ORGANIZATION COMMITTED TO SUSTAINING A QUALITY WORKFORCE FOR TODAY AND THE FUTURE * DELIVERY OF PANCAKE BREAKFASTS TWICE MONTHLY AND THANKSGIVING MEALS TO HOMEBOUND SENIORS SERVED BY VOLUNTEERS IN SERVICE TO THE ELDERLY * FINANCIAL SUPPORT TO LEADINGAGE * 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 * SPONSORSHIP OF A YOUTH SOFTBALL TEAM * 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 LAKEVIEW PLACE, A LOW-INCOME HOUSING DEVELOPMENT, 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 * HOSTED POLK WORDS STAFF RETREAT * FINANCIAL SUPPORT OF THE ROUND UP OF HOPE EVENT HELD BY LIGHTHOUSE MINISTRIES * PARTICIPATED IN AND PROVIDED FINANCIAL SUPPORT TO THE NORTH LAKELAND RELAY FOR LIFE * HOSTED AND CATERED A "SURVIVOR" DINNER FOR THE AMERICAN CANCER SOCIETY * PROVIDED MEETING SPACE FOR THE PLANNING COMMITTEE OF THE NORTH LAKELAND RELAY FOR LIFE VOLUNTEER DAYS WERE STARTED TO ENCOURAGE VOLUNTEERISM BY OUR EMPLOYEES AND TO PROVIDE SUPPORT FOR LOCAL NOT-FOR-PROFIT ORGANIZATIONS. EMPLOYEES WERE PERMITTED TO EXCHANGE A DAY AT WORK FOR A PAID DAY OF VOLUNTEERISM AT A LOCAL CHARITY. EMPLOYEES ASSISTED AT THE SALVATION ARMY, LAKELAND POLICE DEPARTMENT, VOLUNTEERS IN SERVICE TO THE ELDERLY, AND FLORIDA BAPTIST CHILDREN'S HOME. THE SUCCESS OF THIS EFFORT IN COMMUNITY SERVICES HAS RESULTED IN THE EXPANSION DAY OF VOLUNTEERISM AND AN EXPANDED NUMBER OF CHARITIES BENEFITTING FROM THE TIME AND EFFORTS OF STAFF. AS RESIDENTS OF CENTRAL FLORIDA, ESTATES' RESIDENTS AND EMPLOYEES ARE KEENLY AWARE OF THE NEEDS THAT ARISE AFTER A HURRICANE STRIKES. AS SUCH, TRANSFER AGREEMENTS WITH LICENSED NURSING HOMES AND ASSISTED LIVING FACILITIES PROVIDE THE PEACE OF MIND FOR THESE FACILITIES SHOULD A DISASTER STRIKE. TO PREPARE FOR SUCH AN OCCURRENCE, THE ESTATES INSTALLED AN EMERGENCY GENERATOR THAT WILL SUPPLY ENOUGH POWER TO RUN OUR ENTIRE HEALTH CENTER, KITCHEN AND LAUNDRY. THIS INVESTMENT IN THE SAFETY AND CARE OF OUR RESIDENTS ALLOWS US TO MEET OUR MISSION WHILE MEETING THE INDIVIDUALIZED NEEDS OF THE RESIDENTS WE SERVE. | SOCIAL ACCOUNTABILITY PROGRAM | |
| 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 THIS YEAR OF A BUSINESS AND BREAKFAST, WHICH BRINGS TIMELY EDUCATION TO LOCAL BUSINESS LEADERS TO PROVIDE THE SUPPORT AND EXPERTISE NECESSARY TO SUCCEED. IN ADDITION, SEVERAL 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' RESIDENTS AND EMPLOYEES PARTICIPATED IN A GIVING TREE PROGRAM WITH BETTER LIVING FOR SENIORS TO PROVIDE GIFTS TO SENIORS IN THE LOCAL COMMUNITY. IN ADDITION TO COLLECTING GIFTS, THE ESTATES PROVIDED SPACE FOR THE STORAGE OF COLLECTED GIFTS AND WORKED WITH THE ORGANIZATION TO FACILITATE THE DISTRIBUTION OF THESE GIFTS. THIS SPIRIT OF GIVING ALLOWED US TO PROVIDE A MERRY CHRISTMAS TO AREA SENIORS BY PROVIDING ESSENTIALS DURING THE HOLIDAYS. OTHER AREAS WHERE RESIDENTS AND EMPLOYEES GIVE BACK TO THE COMMUNITY INCLUDE SUPPORT FOR LOCAL LITTLE LEAGUE TEAMS, PARTICIPATION IN CAREER DAY ACTIVITIES FOR LOCAL SCHOOLS, AND SCHOLARSHIP SPONSORSHIPS FOR ESTATES' EMPLOYEES. 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 100 ESTATES' RESIDENTS OFFER THEIR TIME AND TALENT TO MAKE THE ESTATES A WONDERFUL, CARING PLACE TO LIVE. 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 2011, THE ESTATES WELCOMED THE FOLLOWING ORGANIZATIONS TO ITS CAMPUS: * IMPERIAL POLK COUNTY CHAPTER OF THE MILITARY OFFICERS ASSOCIATION OF AMERICA * LAKELAND CHAMBER OF COMMERCE * LAKELAND AREA MACINTOSH USERS GROUP * ALZHEIMER'S ASSOCIATION * BETTER LIVING FOR SENIORS * UNIVERSITY OF SOUTH FLORIDA * FLORIDA ASSISTED LIVING ASSOCIATION * VALLEY FORGE CHRISTIAN COLLEGE * POLK WORKS * RELAY FOR LIFE 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. IN 2011, THE ESTATES CELEBRATED 25 YEARS OF SERVICE. OUR COMMITMENT TO THE COMMUNITY CONTINUES TO GROW AND REFLECTS THE RICH TRADITION AND LONG-STANDING VALUES OF OUR COMMUNITY. AS WE BEGIN THE NEXT 25 YEARS OF SERVICE, WE WILL 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. |