Status and standing
Is it real, and can you give to it?
Where the money goes
What each dollar paid for.
Statement of Functional Expenses
Financial health
Is it on solid ground?
Summary of the Filing
| FY2021 | $620K |
|---|---|
| FY2022 | $634K |
| FY2023 | $646K |
| FY2024 | $704K |
| FY2025 | $744K |
| FY2025 | $755K |
| FY2021 | $0 |
|---|---|
| FY2022 | $0 |
| FY2023 | $0 |
| FY2024 | $0 |
| FY2025 | $0 |
| FY2025 | $0 |
Balance Sheet
Statement of Revenue
Financial Metrics
Same NTEE category, revenue band, and state where available. Descriptive — not a grade.
| Metric | This org | Peer median | Percentile |
|---|---|---|---|
| Program ratio | 98% | — | — |
| Overhead ratio | 2% | — | — |
| Fundraising cost ratio | 0% | — | — |
| Revenue growth | 1% | — | — |
| Accounting fee ratio | 13% | — | — |
Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.
Leadership and pay
Who runs it, and what are they paid?
Officers, Directors & Key Employees
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Governance & Policies
- 10Voting board membersPt VI · Ln 1a
- 10Independent board membersPt VI · Ln 1b
- Conflict-of-interest policyPt VI · Ln 12aNo
- Whistleblower policyPt VI · Ln 13No
- Document retention policyPt VI · Ln 14No
- Top official’s pay independently reviewedPt VI · Ln 15aNo
- Family or business ties among leadersPt VI · Ln 2Yes
Mission and programs
What it does.
Improves retirement living for all residents.
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Where the work happens
Organizing and implementing charitable projects as may be worthy and practical for all residents of the estates at carpenters. This includes donations to local 501(c)(3) charities (talbot house, anchor house, lighthouse ministries, lakeland volunteers in medicine, noah's ark central florida, pace center for girls, eac good samaritan fund…
College scholarships for estates at carpenters employees to assist worthy employees who are interested in furthering their education.
Arranging and conducting in house non denominational religious services for all residents of the estates at carpenters.
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Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
Filing history
Every return on file.
| Year | Revenue | Expenses | Change | Filing |
|---|---|---|---|---|
| FY2025 | $69K | $29K | -15% | 990 PDF |
| FY2024 | $81K | $31K | +23% | 990 PDF |
| FY2023 Viewing | $66K | $33K | +1% | 990 PDF |
| FY2022 | $65K | $33K | +82% | 990 PDF |
| FY2021 | $36K | $25K | 990 PDF |
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Schedules filed Part IV
Full filing: Form 990 for FY2023
Part IX · Statement of functional expenses $33,419 across 7 lines filed
Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.
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