2012-08-23T10:36:44-05:00 2011-12-31 593070669 MOORE STEPHENS LOVELACE PA 311 PARK PLACE BLVD SUITE 100 CLEARWATER FL 33759 990 2011-01-01 592347336 CARPENTER'S HOME ESTATES INC CARP 8638583847 1001 CARPENTERS WAY LAKELAND FL 33809 SAMMY TAYLOR 8638583847 2012-08-23 1 KURT A ALTER CPA P00059492 7275314477 2011 2016-02-24 21:20:13Z LEO GILLMAN 1001 CARPENTERS WAY LAKELAND FL 33809 16449413 0 X HTTP://EACLAKELAND.COM X 1984 FL 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. 7 7 312 221 0 0 31217 36596 16274003 16048986 144293 171731 0 192100 16449513 16449413 25031 226654 0 0 8349439 8235066 0 0 0 7463433 7334032 15837903 15795752 611610 653661 44365546 43839884 40418990 39231918 3946556 4607966 X 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. 0 0 5450449 4195867 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. 1307536 1250445 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. 7265515 10794774 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. 14023500 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 43 0 1 312 1 0 0 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X JOHN THOMPSON 8638583847 1001 CARPENTERS WAY LAKELAND FL 33809 X LEO GILLMAN 3.00 X X 0 0 0 LOU MCCRANEY 3.00 X X 0 0 0 SAMMY TAYLOR 3.00 X X 0 0 0 DR RILEY SHORT 3.00 X 0 0 0 MALLORY JOHNSON 3.00 X 0 0 0 LYNNE BREIDENBACH 3.00 X 0 0 0 REV DWIGHT EDWARDS 3.00 X 0 0 0 JOHN THOMPSON 40.00 X 0 0 0 0 0 0 2 0 0 0 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 8 36596 36596 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 16048986 171731 171731 BEAUTY SHOP INCOME 900099 192100 192100 192100 16449413 16241086 0 171731 37469 37469 189185 189185 6701855 6141760 560095 50885 42697 8188 975276 879293 95983 507050 455424 51626 539316 194154 345162 78228 78228 27000 27000 92707 56738 35969 3207 3207 380576 93104 287472 1075708 1015832 59876 57316 38915 18401 48595 9701 38894 1519878 1519878 1777365 1777365 262831 129815 133016 SUPPLIES 1333172 1333172 EQUIPMENT RENTAL AND MA 48834 48834 DRUG TESTING & PHYSICAL 24626 19144 5482 RESIDENT ACTIVITIES 22129 22129 42544 15684 26860 15795752 14023500 1772252 0 66398 70173 7343778 7252238 681583 427714 351741 205982 58276 59091 472365 412558 48205238 21296111 27749686 26909127 1052642 7641719 7450359 44365546 43839884 1468998 1532049 13238004 12701931 24855000 24205000 856988 792938 40418990 39231918 X 3946556 4607966 3946556 4607966 44365546 43839884 X 653661 7749 X X 0 1 1 X 0 X 190614 22977 17913 31217 36596 299317 15503198 16834865 16593075 16261646 16241086 81433870 15693812 16857842 16610988 16292863 16277682 81733187 0 0 0 81733187 442447 443917 886169 144292 179480 2096305 442447 443917 886169 144292 179480 2096305 16136259 17301759 17497157 16437155 16457162 83829492 0.97500 0.97200 0.02500 0.02790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1917910 1917910 41692592 18240529 23452063 2621853 1808209 813644 1972883 1247373 725510 26909127 DEFERRED FINANCING COSTS 625092 INVESTMENTS WHOSE USE IS LIMITED 6744152 UTILITY DEPOSITS 81115 7450359 ENTRANCE FEE DEPOSITS 237284 REFUNDABLE ENTRANCE FEES 555654 792938 16449413 15795752 653661 20157 -12408 7749 661410 16454830 20157 -12408 7749 16447081 2332 2332 16449413 15793420 0 15793420 2332 2332 15795752 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. 1 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 2 0 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. PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: PLEASE SEE SCHEDULE O FOR THE SOCIAL ACCOUNTABILITY PROGRAM. CITY OF LAKELAND REV AND REF BONDS 2008 596000354 511727AH2 2008-05-01 26555000 SEE CONTINUATION STATEMENT BELOW 0 0 0 2350000 26544437 2190968 1510689 13660414 762333 6070033 2009 0 1 1 1 0 0 0 0 0.00050 0.00050 1 0 0 0 0 0 0 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. HMS OF LAKELAND INC MANAGEMENT COMPANY 1009638 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. 0 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. CHANGES IN NET ASSETS OR FUND BALANCES: 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. OVERSIGHT OF AUDIT 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. SOCIAL ACCOUNTABILITY PROGRAM CARPENTER'S HOME ESTATES, INC. (THE "ESTATES") CONTINUES TO DEMONSTRATE OUR COMMITMENT TO THE MISSION OF THE ORGANIZATION AND THE LOCAL COMMUNITY THROUGH OUR SOCIAL ACCOUNTABILITY EFFORTS. THE CARPENTER'S CARES PROGRAM ALLOCATES THE COMMITMENT OF TIME, EXPENSE AND CAPITAL TO MAKING A DIFFERENCE IN THE LIVES OF OUR RESIDENTS, STAFF, FAMILIES, AND COMMUNITY THAT WE ARE PRIVILEGED TO SERVE. IT RECOGNIZES OUR RESPONSIBILITY TO CONTRIBUTING TO THE IDENTIFICATION OF AND PARTICIPATION IN AREAS OF NEED WITHIN OUR LOCAL COMMUNITY. 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. 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.