2024-10-21T09:59:19-05:00 2023-12-31 593070669 MSL PA 255 S ORANGE AVENUE SUITE 600 ORLANDO FL 32801 990 2023-01-01 592347336 CARPENTER'S HOME ESTATES INC CARP 8638583847 1001 CARPENTERS WAY LAKELAND FL 33809 LOU MCCRANEY SECRETARY/TREASURER 8638583847 2024-10-21 1 0 HARRY E HARP CPA P00176471 4077405400 2023 2024-10-15 13:58:12Z THE ESTATES AT CARPENTERS LEO GILLMAN 1001 CARPENTERS WAY LAKELAND FL 33809 23478086 0 X WWW.ESTATESATCARPENTERS.COM X 1984 FL THE ORGANIZATION DEDICATES A VARIETY OF SERVICES TO MEET THE NEEDS OF ITS RESIDENTS. 8 8 356 100 0 0 2956 324599 18142419 22330641 186379 771377 38018 8620 18369772 23435237 223314 618356 0 0 9193565 10014974 0 0 0 11024963 10940564 20441842 21573894 -2072070 1861343 62224590 65338075 55143858 55793175 7080732 9544900 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 921164 0 1084041 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 2023, 40% OF THE TOTAL PATIENT DAYS SERVICED 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 DEMONSTRATE COMMITMENT TO THE SERVICE AND SUPPORT OF THE INDIGENT ELDERLY POPULATION OF THE LOCAL COMMUNITY. IN 2023, 21% OF THE TOTAL PATIENT DAYS IN THE SKILLED NURSING COMPONENT WERE FOR CARE PROVIDED TO RESIDENTS COVERED BY THE MEDICAID PROGRAM. IN THE ESTATES' 38-YEAR HISTORY, NO RESIDENT HAS EVER BEEN ASKED TO LEAVE DUE TO THEIR INABILITY TO MEET THEIR FINANCIAL OBLIGATIONS TO THE ORGANIZATION. 4911191 608356 5779572 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 ENABLES 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 2023, 90% 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' 38-YEAR HISTORY, NO RESIDENT HAS EVER BEEN ASKED TO LEAVE DUE TO THEIR INABILITY TO MEET THEIR FINANCIAL OBLIGATIONS TO THE ORGANIZATION. 13143106 10000 15467028 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 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' 38-YEAR HISTORY, NO RESIDENT HAS EVER BEEN ASKED TO LEAVE DUE TO THEIR INABILITY TO MEET THEIR FINANCIAL OBLIGATIONS TO THE ORGANIZATION. 18975461 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 11 0 1 356 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 FL X BRIAN ROBARE 8638583847 1001 CARPENTERS WAY LAKELAND FL 33809 LEO GILLMAN PRESIDENT 2.00 X X 0 0 0 DAVID VESPA VICE PRESIDENT 2.00 X X 0 0 0 LOU MCCRANEY SECRETARY/TREASURER 2.00 X X 0 0 0 DAVID SCRUGGS BOARD MEMBER 2.00 X 0 0 0 HARVEY MABE BOARD MEMBER 2.00 X 0 0 0 JASON PENROD BOARD MEMBER 2.00 X 0 0 0 MARK DICKSON BOARD MEMBER 2.00 X 0 0 0 WALTER LAIDLER BOARD MEMBER 2.00 X 0 0 0 BRIAN ROBARE CEO & EXECUTIVE DIRECTOR 40.00 X 0 0 0 JOHN THOMPSON CFO 40.00 X 0 0 0 LILYBETH LUCAS THERAPY DIRECTOR 40.00 X 139153 0 19151 TERESIA KAMAU RN - UNIT MANAGER 40.00 X 122868 0 8352 CRISTINE ROYER DIRECTOR OF SALES & MARKETING 40.00 X 116219 0 0 SHERI TURNER DIRECTOR OF FINANCE 40.00 X 108328 0 12187 ALFREADO DEVORA LPN 40.00 X 105209 0 9947 591777 0 49637 6 0 1 0 SCHMID CONSTRUCTION 15690 W COLONIAL DRIVE WINTER GARDEN FL 34787 CONTRACTOR 5022874 EVANGELISTO CONSTRUCTION LLC 2426 EDENFIELD PLACE LAKELAND FL 33801 CONTRACTOR 1426483 HMS OF LAKELAND INC 6512 EMERALD WOODS LANE LAKELAND FL 33811 MANAGEMENT SERVICES 1052141 SYSCO - CENTRAL FLORIDA PO BOX 40 OCOEE FL 34761 FOOD SERVICES 537488 MABE PRODUCTION AND INSTALLATION INC 924 FAIRLAND DRIVE UNIT 2 LAKELAND FL 33809 AUDIO/VISUAL EQUIPMENT 509234 21 15417 309182 324599 APARTMENT SERVICE FEES 623000 11844590 11844590 SKILLED NURSING 623000 5779572 5779572 EARNED ENTRANCE FEES 623000 3148662 3148662 ASSISTED LIVING FEES 623000 1084041 1084041 OTHER RESIDENT SERVICE 623000 473776 473776 22330641 771377 771377 51469 15417 42849 8620 8620 23435237 22330641 0 779997 10000 10000 608356 608356 8590998 7750106 840892 55981 50755 5226 727154 668740 58414 640841 580496 60345 593374 365672 227702 53253 53174 79 14 14 94579 94579 357440 1771 355669 241875 114394 127481 1761110 1351888 409222 62667 31331 31336 1510937 1510937 3712250 3624678 87572 604470 313142 291328 DIETARY 1259648 1245911 13737 SUPPLIES 469838 395509 74329 PRESCRIPTIONS 110549 110549 BARBER AND BEAUTY 45190 45190 63370 48283 15087 21573894 18975461 2598433 0 683643 613242 5407791 1367111 691609 984042 125910 284345 111707 97758 805966 943898 85267735 50714741 28800767 34552994 17808304 18619459 7788893 7875226 62224590 65338075 2840456 1934973 17998032 20024394 33845870 33367308 390000 410000 69500 56500 55143858 55793175 X 7080732 9544900 7080732 9544900 62224590 65338075 1861343 602825 0 X X 0 1 X 1 0 X 14385 1783515 454921 2956 324599 2580376 19232057 19164542 18178435 17925201 21856865 96357100 19246442 20948057 18633356 17928157 22181464 98937476 0 0 0 98937476 419994 397314 114838 186379 771377 1889902 419994 397314 114838 186379 771377 1889902 235472 738421 279248 217218 473776 1944135 19901908 22083792 19027442 18331754 23426617 102771513 0.96270 0.96780 0.01840 0.01280 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: RESIDENT SERVICE REVENUE - 2019 AMOUNT: $ 235,472. 2020 AMOUNT: $ 738,421. 2021 AMOUNT: $ 279,248. 2022 AMOUNT: $ 217,218. 2023 AMOUNT: $ 473,776. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2123749 2123749 61298927 43919677 17379250 7847778 6748819 1098959 13997281 46245 13951036 34552994 CASH AND CASH EQUIVALENTS 12667430 F DOMESTIC CORPORATE BONDS 1813811 F U.S. GOVERNMENT OBLIGATIONS 2011575 F ASSET-BACKED SECURITIES 2126643 F 18619459 INVESTMENTS WHOSE USE IS LIMITED 7609396 UTILITY DEPOSITS 81115 CONTRACT ACQUISITION COSTS 184715 7875226 ENTRANCE FEE DEPOSITS 56500 56500 X 23520612 602825 -560299 42526 23478086 -42849 -42849 23435237 21056444 42849 42849 21013595 560299 560299 21573894 PART X, LINE 2: THE ESTATES IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION UNDER THE LAWS OF THE STATE OF FLORIDA AND HAS BEEN GRANTED RECOGNITION OF ITS TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, NO INCOME TAX LIABILITY OR PROVISION FOR INCOME TAXES IS REFLECTED IN THESE FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2023, WITH FEW EXCEPTIONS, THE ESTATES IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS ON ITS FEDERAL INCOME TAX RETURNS PRIOR TO 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: GRANT EXPENSES -560,299. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING DIRECT COSTS -42,849. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING DIRECT COSTS 42,849. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANT EXPENSES 560,299. K9 FOR COPS 66886 15417 51469 18599 9750 14500 66886 15417 51469 18599 9750 14500 42849 8620 1 VOLUNTEERS IN SERVICE TO THE ELDERLY INC 1232 EAST MAGNOLIA ST LAKELAND FL 33801 592625297 501(C)3 10000 0 VISTEBALL DONATION 1 SUBSIDY 9 154228 TO HELP SUBSIDIZE MONTHLY LIFECARE MAINENANCE FEE ADVANTAGE 18 454128 TO HELP LESS ADVANTAGE RENTERS BE ABLE TO LIVE HERE PART I, LINE 2: PLEASE SEE SCHEDULE O FOR THE SOCIAL ACCOUNTABILITY PROGRAM. 0 0 0 0 0 0 0 0 0 LILYBETH LUCAS THERAPY DIRECTOR 139153 0 0 0 0 0 5531 0 13620 0 158304 0 0 0 A POLK COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY (FLORIDA) 73112JAD2 2019-06-12 32800000 SEE SUPPLEMENTAL INFORMATION 0 0 0 A 1210000 38985785 3661320 1076203 17416924 16831338 1 0 1 1 A 0 0 0 0 0 0 0 A 0 1 1 1 0 0 0 0 0 A 1 SCHEDULE K, ROW B, PART I(F) THE SERIES 2019 BONDS WERE ISSUED TO REFINANCE THE EXISTING SERIES 2008 BONDS, CONSTRUCT AND EQUIPPING CERTAIN IMPROVEMENTS CONSISTING OF BUT NOT LIMITED TO: ELEVATOR IMPROVEMENTS, REMODELING THE DINING ROOM, NEW WIRELESS INTERNET MODERNIZATION, AND VARIOUS OUTDOOR COMMUNITY IMPROVEMENTS. SCHEDULE K, ROW B IN JUNE 2019, THE ESTATES ISSUED THE POLK COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY RETIREMENT FACILITY REVENUE REFUNDING AND IMPROVEMENT BONDS (CARPENTER'S HOME ESTATES, INC. PROJECT), SERIES 2019 (THE "SERIES 2019 BONDS"), WITH YEARLY PRINCIPAL PAYMENTS DUE IN VARYING INCREASING INSTALLMENTS IN THE AMOUNT OF $100,000 BEGINNING ON JANUARY 1, 2020 TO $1,930,000 IN JANUARY 1, 2055. SCHEDULE K, PART I(C) THE SERIES 2019 BOND ISSUE CONSISTS OF THE FOLLOWING: CUSIP NO. 73112JAA8, $4,005,000 5.00% TERM BONDS DUE JANUARY 1, 2029 CUSIP NO. 73112JAB6, $7,000,000 5.00% TERM BONDS DUE JANUARY 1, 2039 CUSIP NO. 73112JAC4, $11,540,000 5.00% TERM BONDS DUE JANUARY 1, 2049 CUSIP NO. 73112JAD2, $10,255,000 5.00% TERM BONDS DUE JANUARY 1, 2055 SCHEDULE K, PART II, LINE 3 THE TOTAL PROCEEDS FOR SERIES 2019 BOND ISSUE ARE NOT IDENTICAL TO THE ISSUE PRICE LISTED IN PART I, COLUMN (E), THE DIFFERENCE IS AN ORIGINAL ISSUE PREMIUM OF $3,551,405; FUNDS RELEASED FROM PRIOR INDENTURE OF $2,285,205; AND AN EQUITY CONTRIBUTION OF $349,175. HMS OF LAKELAND INC MANAGEMENT COMPANY 1048280 MANAGEMENT FEES AND ALLOCATION OF OTHER EXPENSE: HMS PROVIDES OPERATIONAL MANAGEMENT SERVICES TO THE ORGANIZATION. IT IS OWNED 75% BY THE ORGANIZATION'S EXECUTIVE DIRECTOR AND CEO, HEALTHCARE ADMINISTRATOR, AND CFO. THE SERVICES OF EXECUTIVE DIRECTOR AND THE HEALTH CARE ADMINISTRATOR ARE PROVIDED UNDER THE TERMS OF THE MANAGEMENT AGREEMENT.HMS OF LAKELAND, INC. WITHDREW AS THE MANAGEMENT COMPANY AS OF 12/31/2023. 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, CFO, AND ADMINISTRATOR ARE THREE OF THE FOUR OWNERS OF HMS. BRIAN ROBARE, SERVING AS THE ORGANIZATION'S EXECUTIVE DIRECTOR, IS PAID $293,214 VIA HMS OF LAKELAND, INC. MATTHEW THOMPSON, THE ORGANIZATION'S ADMINISTRATOR, IS PAID $29,454 VIA HMS OF LAKELAND, INC. SHAWN TAYLOR, SERVING AS THE ORGANIZATION'S ADMINISTRATOR, IS PAID $38,400 VIA HMS OF LAKELAND, INC. JOHN THOMPSON, SERVES AS THE ORGANIZATIONS CFO. THESE AMOUNTS INCLUDE SALARY AND BENEFITS. 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. HMS OF LAKELAND, INC. WITHDREW AS THE MANAGEMENT COMPANY AS OF 12/31/2023. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS SENT TO THE ENTIRE BOARD VIA EMAIL, COMMENTS ARE TAKEN INTO CONSIDERATION AND THE RETURN IS MODIFIED AS NECESSARY. A COPY OF THE FINAL RETURN IS PROVIDED TO ALL OF THE VOTING MEMBERS OF ORGANIZATION'S BOARD BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED WITH THE BOARD OF DIRECTORS AND KEY EMPLOYEES ON AN ANNUAL BASIS. AT THIS TIME, INDIVIDUALS ARE REQUESTED TO DECLARE AREAS OF POTENTIAL CONFLICT. IF ANY POTENTIAL CONFLICTS ARE IDENTIFIED, THE BOARD APPROVED POLICY IS FOLLOWED. FORM 990, PART VI, SECTION C, LINE 19 THE UNAUDITED MONTHLY FINANCIAL STATEMENTS ARE PROVIDED TO OUR BOARD OF DIRECTORS, THE PRESIDENT OF THE RESIDENT ASSOCIATION (CHERA), AND TWO RESIDENT REPRESENTATIVES TO OUR BOARD OF DIRECTORS. THE UNAUDITED QUARTERLY AND ANNUAL FINANCIAL STATEMENTS ARE PROVIDED TO ALL EXISTING RESIDENTS OF THE COMMUNITY, POSTED QUARTERLY ON MUNICIPAL SECURITIES RULEMAKING BOARD (MSRB) WEBSITE, AND POSTED ON THE FLORIDA OFFICE OF INSURANCE REGULATION WEBSITE. THE AUDITED ANNUAL FINANCIAL STATEMENTS ARE FILED WITH THE MSRB AND THE FLORIDA OFFICE OF INSURANCE. A COPY OF THE AUDITED ANNUAL FINANCIAL STATEMENTS IS PROVIDED TO EACH BOARD MEMBER, THE TWO RESIDENT REPRESENTATIVES TO THE BOARD AND THE PRESIDENT OF THE CHERA, THE RESIDENT ASSOCIATION FOR THE COMMUNITY. IN ADDITION, A SUMMARY OF THE ANNUAL FINANCIAL STATEMENTS IS POSTED ON OUR BULLETIN BOARD AND A COPY IS AVAILABLE IN THE BUSINESS OFFICE FOR INSPECTION BY THE GENERAL PUBLIC UPON REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE GENERAL PUBLIC AT OUR BUSINESS LOCATION UPON REQUEST. FORM 990, PART XII, LINE 2C OVERSIGHT OF AUDIT: THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS HAS RESPONSIBILITY FOR OVERSIGHT OF AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SOCIAL ACCOUNTABILITY PROGRAM CARPENTER'S HOME ESTATES, INC. (THE "ESTATES") DEMONSTRATES COMMITMENT TO THE MISSION OF THE ORGANIZATION AND THE LOCAL COMMUNITY THROUGH OUR SOCIAL ACCOUNTABILITY EFFORTS. OUR ORGANIZATION BELIEVES THAT, AS A NOT-FOR-PROFIT, WE HAVE A RESPONSIBILITY TO MAKE A DIFFERENCE IN OUR LOCAL COMMUNITY. OUR CARPENTER'S CARES PROGRAM COMMITS TIME AND FINANCIAL RESOURCES TO MAKING A DIFFERENCE IN THE LIVES OF OUR RESIDENTS, STAFF, FAMILIES, AND COMMUNITY THAT WE ARE PRIVILEGED TO SERVE. THE ESTATES BELIEVES THAT ANY COMMITMENT TO MAKING A DIFFERENCE IN THE LOCAL COMMUNITY MUST FIRST ENSURE THAT THEIR DEDICATED STAFF IS APPRECIATED AND SUPPORTED. OUR EMPLOYEE ENGAGEMENT PROGRAM IS DESIGNED TO SAY, "THANK YOU," BUT 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 AIDED WITH UNEXPECTED MEDICAL BILLS, GROCERIES, RENT AND MORTGAGE PAYMENTS, AND ELECTRIC BILLS. IN 2023, $977 OF ASSISTANCE WAS PROVIDED TO EMPLOYEES THROUGH THIS PROGRAM AND SINCE THE INCEPTION OF THIS PROGRAM OVER $45,808. POLK WORKS RECOGNIZED THIS COMMITMENT TO OUR EMPLOYEES WHEN THE ESTATES RECEIVED A "BEST PLACES TO WORK" AWARD FOR THE 14TH CONSECUTIVE YEAR. IN ADDITION, HOLIDAY FOOD DRIVES AND SCHOOL SUPPLY DRIVES ENSURE THAT OUR EMPLOYEES CAN ENJOY A HOLIDAY MEAL WITH THEIR FAMILY AND SEND THEIR CHILD TO SCHOOL PREPARED. OUR RESIDENT'S ASSOCIATION COLLECTS AND SORTS THROUGH FURNITURE AND CLOTHING DONATIONS THROUGHOUT THE YEAR. THESE DONATIONS HELP TO FUND AN EMPLOYEE SCHOLARSHIP PROGRAM AND HELP CHARITIES IN THE LOCAL COMMUNITY. BENEFICIARIES OF OUR GIVING INCLUDE PEACE RIVER CENTER, LIGHTHOUSE MINISTRIES, LAKELAND HABITAT FOR HUMANITY, FLORIDA BAPTIST CHILDREN'S HOME, CLARK'S HOUSE, AND SHRINER'S HOSPITAL FOR CHILDREN. A SAMPLE OF THE ORGANIZATION'S SUPPORT FOR LOCAL COMMUNITY EFFORTS INCLUDE: - FINANCIAL SUPPORT OF THE POLK SENIOR GAMES AND HOST OF THE CHESS TOURNAMENT - FINANCIAL SUPPORT FOR THE ANNUAL FUNDRAISER OF VOLUNTEERS IN SERVICE TO THE ELDERLY - THE DONATION OF "GOODIE" BAGS TO THE POLK SENIOR GAMES FOR THE ANNUAL INFORMATIONAL HEALTH EXPO - THE DONATION OF WOODEN TOYS MADE BY RESIDENTS TO OUR LOCAL FIRE DEPARTMENT AND POLICE AND SHERIFF'S OFFICES. - SPONSORSHIP OF THE LAKELAND AND WINTER HAVEN SENIOR SOFTBALL TEAMS - FINANCIAL SUPPORT AND EMPLOYEE AND RESIDENT PARTICIPATION IN THE WALK TO END ALZHEIMERS - HOSTED A NATIONAL NIGHT OUT EVENT TO RAISE AWARENESS IN THE LOCAL COMMUNITY - HOSTED A BREAKFAST MEETING OF BETTER LIVING FOR SENIORS, A COALITION OF ORGANIZATIONS THAT PROVIDE SERVICES TO SENIORS THE HOLIDAYS ARE ALWAYS SUCH AN ENJOYABLE TIME FOR THE ESTATES' FAMILY AND PROVIDE THE PERFECT OPPORTUNITY TO SHARE WITH THE COMMUNITY. IN 2023, THE ESTATES PROVIDED 320 THANKSGIVING MEALS TO PROJECT CARE OUTREACH. THIS PROGRAM OFFERS THESE MEALS TO SHUT-INS AND THOSE LESS FORTUNATE. EVERY YEAR, THE ESTATES SPONSORS A COLLECTION OF NEW, UNWRAPPED TOYS FOR THE LAKELAND POLICE DEPARTMENT'S "COPS FOR KIDS" CAMPAIGN AND PROVIDES FINANCIAL SUPPORT FOR THIS WONDERFUL PROGRAM THAT BENEFITS CHILDREN FROM THE LOCAL COMMUNITY AND HELPS TO ENSURE THAT EACH CHILD HAS A PRESENT TO UNWRAP ON CHRISTMAS MORNING. 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 FLORIDA CHAMBER OF COMMERCE, THE LAKELAND AREA CHAMBER OF COMMERCE, AND OTHER FUNCTIONS IN THE CITY OF LAKELAND. THE ESTATES PURCHASED A FOOD TRUCK FOR COMMUNITY OUTREACH AND IN 2023 PROVIDED MEALS TO THE FOLLOWING ORGANIZATIONS: - LAKELAND FIRE DEPARTMENT - RESURRECTION CATHOLIC SCHOOL - NORTH LAKELAND ELEMENTARY - LAKELAND SR SOFTBALL TEAM - VICTORY CHURCH - LAKELAND ROTARY CLUB GOLF TOURNAMENT FUNDRAISER FOR THE FREEDOM FLIGHT - VISTE SNACKS FOR VOLUNTEERS WHO DELIVER THANKSGIVING MEALS - LAKELAND VOLUNTEERS IN MEDICINE 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 HEALTH CARE ASSOCIATION, UNIVERSITY OF SOUTH FLORIDA, AND THE CITY OF LAKELAND LEADERSHIP COUNCIL FOR SENIORS. THE ESTATES PROVIDES MEETING SPACE TO MANY ORGANIZATIONS THAT SERVE THE LOCAL COMMUNITY. IN 2023, THE ESTATES WELCOMED THE FOLLOWING ORGANIZATIONS TO ITS CAMPUS: - ALZHEIMER'S ASSOCIATION - GIDEON'S - K9S FOR COPS - POLK COUNTY EMERGENCY MANAGEMENT BECAUSE CHARITY DOES BEGIN AT HOME, ESTATES' RESIDENTS HAVE A SPECIAL AFFINITY TO VOLUNTEERING WITHIN THE ESTATES' COMMUNITY ITSELF. WHETHER IT IS RESIDENTS WHO VISIT OTHER RESIDENTS IN THE HEALTH CENTER OR RESIDENTS WHO VOLUNTEER BY ANSWERING PHONES, THE ESTATES IS THE GRATEFUL RECIPIENT OF THEIR SPIRIT OF GIVING. OVER 150 ESTATES' RESIDENTS OFFER THEIR TIME AND TALENT TO MAKE THE ESTATES A WONDERFUL, CARING PLACE TO LIVE. THE "ADVANTAGE PROGRAM" WAS DEVELOPED TO OPEN THE COMMUNITY TO INDIVIDUALS WHO WOULD NOT OTHERWISE BE ABLE TO LIVE AT THE ESTATES. WORKING WITH AREA CHURCHES AND MINISTERS, THIS PROGRAM DESIGNATES TWENTY-FIVE APARTMENTS FOR THIS PURPOSE. THE INDIVIDUALS SELECTED ENJOY THE SAME ACCESS TO SERVICES AND AMENITIES AND BECOME A PART OF THE COMMUNITY. IN 2023, THE MONTHLY FEES FOR THESE 18 RESIDENTS WERE DISCOUNTED BY FIFTY-EIGHT PERCENT, WHICH AMOUNTED TO $454,128 OFF THE PREVAILING FEE SCHEDULE. THE CARPENTER'S CARES PROGRAM IS IMMENSELY PROUD OF A JOINT EFFORT WITH THE POLK COUNTY SHERIFF'S OFFICE CALLED K9S FOR COPS. THIS PROGRAM RECOGNIZES THE VALUE OF LAW ENFORCEMENT TO THE GREATER COMMUNITY AND RAISES MONEY TO PURCHASE K9S FOR THE SHERIFF'S OFFICE. TO DATE, OVER $391,123.05 HAS BEEN RAISED AND TWENTY-EIGHT DOGS HAVE BEEN PURCHASED AND PLACED INTO SERVICE. THE FUTURE OF THE CARPENTER'S CARES PROGRAM IS EXCITING AND THE ROLE OF CARPENTER'S HOME ESTATES IN THE COMMUNITY MIRRORS OUR CORPORATE MISSION STATEMENT: THE ESTATES AT CARPENTERS IS A NOT-FOR-PROFIT CONTINUING CARE RETIREMENT COMMUNITY DEDICATED TO PROVIDING CARE AND SERVICES TO MEET THE SPIRITUAL, SOCIAL, EMOTIONAL, PHYSICAL, AND HEALTH NEEDS OF THE RESIDENTS AND COMMUNITY WE SERVE. WE STRIVE TO PROMOTE AND ENHANCE AN ENVIRONMENT THAT ENCOURAGES DIGNITY, PERSONAL GROWTH, HAPPINESS, AND SELF-ESTEEM WHILE VALUING A SENSE OF PURPOSE AND INDEPENDENCE. THE COMMITMENT TO CARING PROGRAM CONTINUES TO GROW AND EXPAND AS WE IDENTIFY ADDITIONAL WAYS TO SERVE AND BENEFIT THE LOCAL COMMUNITY, OUR RESIDENTS, AND OUR STAFF MEMBERS. OVER OUR 36 PLUS YEARS OF SERVICE, OUR COMMITMENT TO THE COMMUNITY CONTINUES TO GROW AND REFLECTS THE RICH TRADITION AND LONG-STANDING VALUES OF OUR COMMUNITY. OUR GOAL IS SIMPLEWE WANT TO CONTINUE TO EMPHASIZE QUALITY AND SERVICE TO OUR RESIDENTS, STAFF, AND THE COMMUNITY AT LARGE. WE WILL CONTINUE TO BE A COMMUNITY "WHERE QUALITY OF LIFE IS CELEBRATED AND A COMMUNITY PARTNER COMMITTED TO MAKING A DIFFERENCE.