2026-06-15T10:14:28-05:00 2025-07-31 471019942 CREATIVE PLANNING TAX LLC 220 PARK AVE S ST CLOUD MN 56301 990 2024-08-01 420818810 IOWA ODD FELLOWS AND ORPHANS HOME CORP IOWA 6414230428 1037 19TH STREET SW MASON CITY IA 50401 MICHAEL DAVIS ADMINISTRATOR 6414230428 2026-06-12 1 0 MARIE A PRIMUS P00075113 3202517010 2026-06-12 2024 2025-03-06 01:10:19Z IOOF HOME AND COMMUNITY THERAPY CENTER MICHAEL DAVIS 1037 19TH STREET SW MASON CITY IA 50401 8231117 0 X WWW.IOOFHOME.NET X 1992 IA PROVIDING NURSING, HOUSING, AND LONG TERM CARE TO MEMBERS OF THE ORDER OF ODD FELLOWS AND OTHERS. 5 5 159 9 0 0 78523 161281 7290856 8042110 1358 2318 29033 25408 7399770 8231117 0 0 0 0 4905351 5503797 0 0 0 3444435 3476005 8349786 8979802 -950016 -748685 11253773 10669881 1884579 1814261 9369194 8855620 PROVIDING NURSING CARE, HOUSING, AND LONG TERM CARE TO MEMBERS OF THE ORDER OF ODD FELLOWS AND THE GENERAL PUBLIC. 0 0 7988192 8057838 PROVIDING NURSING CARE, ANCILLARY SERVICES, AND HOUSING TO THE ELDERLY TOTALING 24,771 BED DAYS. 7988192 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 22 0 1 159 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 1 0 0 0 X THE ORGANIZATION 6414230428 1037 19TH STREET SW MASON CITY IA 50401 SCOTT HELGESON BOARD CHAIR 1.00 X X 0 0 0 TOM RICE VICE CHAIR 1.00 X X 0 0 0 KAREN LOW SECRETARY 1.00 X X 0 0 0 MICHELLE HECKART BOARD MEMBER 1.00 X 0 0 0 STEPHANIE KNOCH BOARD MEMBER 1.00 X 0 0 0 MICHAEL DAVIS ADMINISTRATOR 40.00 X 127437 0 10180 STEPHANIE HAROUTUNIAN EMPLOYEE 40.00 X 100820 0 10390 228257 0 20570 2 0 0 0 HEALTHCARE SERVICES GROUP 3220 TILLMAN DRIVE SUITE 300 BENSALEM PA 19020 DIETARY SERVICES 395810 ONR NATIONAL SPEECH PATHOLOGY INC 1335 STRASSNER DR ST LOUIS MO 63144 THERAPY SERVICES 318889 2 105000 56281 161281 RESIDENT ROUTINE CARE 623000 7887720 7887720 ANCILLARY SERVICES 623000 154390 154390 8042110 2318 2318 9680 0 9680 9680 9680 OTHER MISC REVENUE 561499 15728 15728 15728 8231117 8057838 0 11998 X 144529 144529 4598451 4376257 222194 8127 6257 1870 393861 352283 41578 358829 332768 26061 17878 17878 31204 31204 1356143 1356143 61919 61919 199677 199677 68654 68654 265956 191593 74363 2517 2517 29628 29628 354989 354989 36311 36311 BAD DEBTS 446568 446568 SUPPLIES 412666 397357 15309 REPAIRS AND MAINTENANCE 34076 34076 STAFF DEVELOPMENT 29535 17954 11581 128284 56008 72276 8979802 7988192 991610 0 302704 35621 116640 246940 1304368 881251 50037 33713 10496931 6629124 4069000 3867807 25431 24283 5385593 5580266 11253773 10669881 1121341 795836 16355 351633 746883 666792 1884579 1814261 X 4119240 3369407 5249954 5486213 9369194 8855620 11253773 10669881 X -748685 -1148 236259 X 1 X 0 1 0 X 1114273 721932 1371952 78523 161281 3447961 6459359 7021148 6981669 7308099 8057838 35828113 7573632 7743080 8353621 7386622 8219119 39276074 240000 160000 400000 105000 905000 322281 594010 478778 1558761 1644236 4598066 562281 754010 878778 1558761 1749236 5503066 33773008 1034 1868 95485 13148 11998 123533 1034 1868 95485 13148 11998 123533 7574666 7744948 8449106 7399770 8231117 39399607 0.85720 0.88480 0.00310 0.00290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5249954 236259 5486213 4714665 535289 5249954 4640310 74355 4714665 4730819 -90509 4640310 4028739 702080 4730819 0.00000 1.00000 0.00000 0 1 1 89446 89446 6609194 3784835 2824359 1502364 968550 533814 2256467 1875739 380728 39460 39460 3867807 BENEFICIAL INTEREST IN ENDOWMENT FUND HELD BY GRAND LODGE 5486213 RIGHT OF USE ASSET 94053 5580266 MORTGAGE PAYABLE TO RELATED PARTY 567334 FINANCE LEASE LIABILITY 99458 666792 PART V, LINE 4: ENDOWMENT FUNDS HELD BY RELATED ENTITY WITH THE NET INCOME AVAILABLE FOR GENERAL USE. FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMEBERS ARE APPOINTED BY THE GRAND MASTER AND EXECUTIVE COMMITTEE OF THE GRAND LODGE OF IOWA, INDEPENDENT ORDER OF ODD FELLOWS FORM 990, PART VI, SECTION A, LINE 8B GOVERNING BODY DOES NOT HAVE COMMITTEES. ALL ACTIONS ARE UNDERTAKEN BY THE ENTIRE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B EACH MEMBER IS GIVEN A DRAFT COPY OF THE FORM 990 AND REVIEWED AND APPROVED BY ALL AT A REGULARLY SCHEDULED BOARD MEETING PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC FORM 990, PART IX, LINE 11G MEDICAL AND NURSING SERVICES: PROGRAM SERVICE EXPENSES 460,389. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 460,389. THERAPY SERVICES: PROGRAM SERVICE EXPENSES 345,569. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 345,569. HOUSEKEEPING SERVICES: PROGRAM SERVICE EXPENSES 361,591. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 361,591. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 188,594. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 188,594. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ENDOWMENT ASSETS 236,259. INDEPENDENT ORDER OF ODD FELLOWS GRAND LODGE OF IOWA 5850 OAKWOOD DR NW DES MOINES IA 50322 420327920 PROMOTING THE GENERAL WELFARE OF THE ORDER OF THE ODDFELLOWS IA 501(C)(8) 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 GRAND LODGE OF IOWA INDEPENDENT ORDER OF ODD FELLOWS E 567334 OUTSTANDING BALANCE GRAND LODGE OF IOWA INDEPENDENT ORDER OF ODD FELLOWS R 40140 MORTGAGE PAYMENTS GRAND LODGE OF IOWA INDEPENDENT ORDER OF ODD FELLOWS C 105000 CASH CONTRIBUTION