2024-06-13T17:09:53-05:00 2023-07-31 471019942 CREATIVE PLANNING TAX LLC 12100 MEREDITH DR SUITE 200 URBANDALE IA 50323 990 2022-08-01 420818810 IOWA ODD FELLOWS AND ORPHANS HOME CORP IOWA 6414230428 1037 19TH STREET SW MASON CITY IA 50401 MICHAEL DAVIS ADMINISTRATOR 6414230428 2024-06-10 1 MICHAEL DAVIS 999009999 0 BRENT L ALEXANDER CPA P00075113 5157275700 2024-05-10 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z IOOF HOME AND COMMUNITY THERAPY CENTER MICHAEL DAVIS 1037 19TH STREET SW MASON CITY IA 50401 8459346 0 X WWW.IOOFHOME.NET X 1992 IA OPERATION OF A 88 BED LONG-TERM CARE FACILITY, INCLUDING A 29 BED ALZHEIMERS WING,DESIGNED TO MEET THE NEEDS OF THE AGED, INCLUDING MEMBERS OF THE ORDER OF ODD FELLOWS. 5 5 161 5 0 0 721932 1371952 6949546 6907083 -13619 73309 71602 84826 7729461 8437170 0 0 0 0 4422525 4737696 0 0 0 3197004 3815072 7619529 8552768 109932 -115598 11105448 11817103 1276641 2025505 9828807 9791598 PROVIDING NURSING CARE, HOUSING, AND LONG TERM CARE TO MEMBERS OF THE ORDER OF ODD FELLOWS AND THE GENERAL PUBLIC. 0 0 7639049 6981669 PROVIDING NURSING CARE, ANCILLARY SERVICES, AND HOUSING TO THE ELDERLY TOTALING 25,220 BED DAYS. 7639049 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 18 0 1 161 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 IOWA ODD FELLOWS AND ORPHANS HOME C 6414230428 1037 19TH STREET SW MASON CITY IA 50401 SCOTT N HELGESON BOARD MEMBER 1.00 X 0 0 0 SANDIE DODSON SECRETARY 1.00 X X 0 0 0 ROGER L SMITH BOARD MEMBER 1.00 X 0 0 0 TOM RICE BEG MAY 2023 BOARD MEMBER 1.00 X 0 0 0 SHIRLEY NATTRESS BOARD CHAIR 1.00 X X 0 0 0 RICHARD CORK END APRIL 2023 BOARD MEMBER 1.00 X 0 0 0 MICHAEL DAVIS ADMINISTRATOR 40.00 X 90788 0 9431 90788 0 9431 0 0 0 0 HEALTHCARE SERVICES GROUP 3220 TILLMAN DRIVE SUITE 300 BENSALEM PA 19020 DIETARY SERVICES 670296 GRAPETREE MEDICAL STAFFING LLC 2501 BOJI BEND DR SUITE 100 MILFORD IA 51351 STAFFING AGENCY 353029 ONESTAFF MEDICAL 10802 FARNAM DR OMAHA NE 68154 STAFFING AGENCY 183026 MERCYONE LTC PHARMACY 910 N EISENHOWER AVE MASON CITY IA 50401 PHARMACY 101573 4 400000 895464 76488 1371952 RESIDENT ROUTINE CARE 623000 6672220 6672220 ANCILLARY SERVICES 623000 234863 234863 6907083 95485 95485 10240 0 10240 10240 10240 22176 -22176 -22176 -22176 OTHER MISC REVENUE 561499 74586 74586 74586 8437170 6981669 0 83549 X 108601 108601 4022368 3809031 213337 6530 4831 1699 285240 264769 20471 314957 291443 23514 4484 4484 11442 11442 1968845 1968845 50194 50194 195889 195889 119832 119832 202926 202926 14352 14352 6258 6258 327257 327257 88104 24966 63138 SUPPLIES 386514 373577 12937 BAD DEBT 234237 234237 MISCELLANEOUS 117119 58172 58947 REPAIRS & MAINTENANCE 56958 56958 30661 15779 14882 8552768 7639049 913719 0 436155 586691 143967 482189 1212305 1481845 36277 38468 10324037 5992334 4615549 4331703 20885 24919 4640310 4871288 11105448 11817103 628425 1231853 35980 648216 757672 1276641 2025505 X 5188497 5076933 4640310 4714665 9828807 9791598 11105448 11817103 X -115598 4034 74355 X 1 X 0 1 0 X 218416 687418 1114273 721932 1371952 4113991 6444829 6847175 6459359 7021148 6981669 33754180 6663245 7534593 7573632 7743080 8353621 37868171 145000 240000 240000 160000 400000 1185000 334724 353744 322281 594010 478778 2083537 479724 593744 562281 754010 878778 3268537 34599634 998 1431 1034 1868 95485 100816 998 1431 1034 1868 95485 100816 6664243 7536024 7574666 7744948 8449106 37968987 0.91130 0.97410 0.00270 0.00020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4640310 74355 4714665 4730819 -90509 4640310 4028739 702080 4730819 4220123 -191384 4028739 4126827 93296 4220123 1.00000 0 1 1 89446 89446 6609194 3464423 3144771 1445594 779236 666358 2174803 1748675 426128 5000 5000 4331703 BENEFICIAL INTEREST IN ENDOWMENT FUND HELD BY GRAND LODGE 4714665 RIGHT OF USE ASSET 156623 4871288 MORTGAGE PAYABLE TO RELATED PARTY 599286 FINANCE LEASE LIABILITY 158386 757672 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 855,359. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 855,359. THERAPY SERVICES: PROGRAM SERVICE EXPENSES 418,268. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 418,268. ENVIRONMENTAL SERVICES: PROGRAM SERVICE EXPENSES 342,391. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 342,391. OTHER SERVICES: PROGRAM SERVICE EXPENSES 352,827. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 352,827. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ENDOWMENT ASSETS 74,355. 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 599286 OUTSTANDING BALANCE GRAND LODGE OF IOWA INDEPENDENT ORDER OF ODD FELLOWS R 55187 PRINCIPAL & INTEREST PAID GRAND LODGE OF IOWA INDEPENDENT ORDER OF ODD FELLOWS C 400000 CASH CONTRIBUTION