ODD FELLOW REBEKAH HOME ASSOCIATION INC: Form 990, tax year 2022
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- Organization
- ODD FELLOW REBEKAH HOME ASSOCIATION INC (EIN 39-0838135)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-12-18
- IRS object ID
- 202303529349300645
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-12-18T13:29:41-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10401 W INNOVATION DR STE 300 | AddressLine1Txt |
| City | WAUWATOSA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390838135 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ODD FELLOW REBEKAH HOME ASSOCIATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ODDF | BusinessNameControlTxt |
| Phone | 9205937000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1207 SOUTH JACKSON STREET | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAN-A KOHN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 9205937000 | PhoneNum |
| Signature | 2023-12-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAN-A | PersonFirstNm |
| Person Last | KOHN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN DONLEVY | PreparerPersonNm |
| PTIN | P01670215 | PTIN |
| Phone | 4144761880 | PhoneNum |
| Preparation | 2023-12-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAN-A KOHN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1207 SOUTH JACKSON STREET | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,645,721 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OFRHA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1889 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | ELDERLY AND DISABLED HOUSING AND HEALTH SERVICES | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 144 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $591,073 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,588 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,522,950 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,836,767 | CYProgramServiceRevenueAmt |
| PY Investment Income | $375,136 | PYInvestmentIncomeAmt |
| CY Investment Income | -$46,859 | CYInvestmentIncomeAmt |
| PY Other Revenue | $34,829 | PYOtherRevenueAmt |
| CY Other Revenue | $60,548 | CYOtherRevenueAmt |
| PY Total Revenue | $9,523,988 | PYTotalRevenueAmt |
| CY Total Revenue | $8,855,044 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,691,677 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,882,837 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,687,692 | PYOtherExpensesAmt |
| CY Other Expenses | $4,849,904 | CYOtherExpensesAmt |
| PY Total Expenses | $10,379,369 | PYTotalExpensesAmt |
| CY Total Expenses | $9,732,741 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$855,381 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$877,697 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,114,897 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,461,525 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,498,664 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,753,442 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,616,233 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,708,083 | NetAssetsOrFundBalancesEOYAmt |
| Mission | ELDERLY AND DISABLED HOUSING AND HEALTH SERVICES AT OR BELOW THE LOW/LOW-MEDIAN RATES FOR OUR CONSUMER AREA. INCLUDES UNDER FUNDED CARE FOR LOW INCOME COUNTY MEDICAID AND FAMILY CARE PLACED TENANTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,472,795 | ExpenseAmt |
| Revenue | $7,820,936 | RevenueAmt |
| Desc | ODD FELLOW HOME:AN 88 BED SKILLED NURSING AND REHABILITATION FACILITY FOR THE ELDERLY OF BROWN COUNTY, WISCONSIN AND SURROUNDING AREA. A HIGHLY RATED CMS PROGRAM, WITH THE MAJORITY OF THE CLIENTS BEING MEDICAID UNDERFUNDED. REHAB SEES A LARGE PERCENTAGE OF OUR CLIENTS RETURNING TO THEIR HOMES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $955,485 | ExpenseAmt |
| Revenue | $1,015,831 | RevenueAmt |
| Desc | REBEKAH HAVEN:A 20 BED CERTIFIED RESIDENTIAL CARE APARTMENT COMPLEX, IN GREEN BAY, WISCONSIN. SENIOR PRIVATE APARTMENTS WITH 24 HOUR SERVICES PROVIDED, TO ALLOW INDEPENDENCE, CHOICE AND QUALITY OF LIFE IN A SAFE ENVIRONMENT. COUNTY FUNDING HELPS COVER TENANTS WITHOUT FUNDS FOR SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,428,280 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 144 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBORAH WALTERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9205937000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1207 SOUTH JACKSON STREET | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54301 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| LOREN CUNNINGHAM | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA MOTT | ||||||||
| VICE PRESIDENT | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DENISE OLSEN | ||||||||
| VICE PRESIDENT | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RICHARD PROULX | ||||||||
| BOARD PRESIDENT | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JEFFREY JONES | ||||||||
| GRAND MASTER/DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN TEWS | ||||||||
| SECRETARY/TREASURER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD SMITH | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS HEINS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TAMI ADAMS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DALE STEVENSON | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMIE STROHSCHEIN | ||||||||
| CFO (THRU JULY 2021) | 32.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| DAN-A KOHN | ||||||||
| CEO | 40.00 | 0.00 | $58,541 | $0 | $0 | Yes (X) | ||
| NANCY GERING-GRALEWSKI | ||||||||
| DIRECTOR OF NURSING | 40.00 | 0.00 | $99,840 | $0 | $0 | Yes (X) | ||
| ALAN RUNDE | ||||||||
| FINANCE DIRECTOR THRU 12/22 | 40.00 | 0.00 | $83,460 | $0 | $0 | Yes (X) | ||
| CODY KIVISTO | ||||||||
| NH ADMINISTRATOR THRU 12/22 | 40.00 | 0.00 | $98,067 | $0 | $2,215 | Yes (X) | ||
| CHARLENE EVERETT | ||||||||
| CEO THRU 6/15/22 | 40.00 | 0.00 | $129,420 | $0 | $7,881 | Yes (X) | ||
| RABIHAH HANKS | ||||||||
| ASSISTANT DIRECTOR OF NURSING | 40.00 | 0.00 | $65,287 | $0 | $2,237 | Yes (X) | ||
| JENNIFER KORNOWSKI | ||||||||
| HR DIRECTOR | 40.00 | 0.00 | $104,453 | $0 | $0 | Yes (X) | ||
| TIFFANY DUENAS | ||||||||
| RN | 40.00 | 0.00 | $103,764 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $742,832 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $12,333 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BSG MAINTENANCE INC | |||||
| PO BOX 165 | NEWBURG | WI | 53060 | CONTRACTED LAUNDRY & HOUSEKEEPING | $1,154,102 |
| SLECT REHABILITATION | |||||
| 2600 COMPASS RD | GLENVIEW | IL | 60026 | CONTRACTED THERAPY | $177,951 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,588 | AllOtherContributionsAmt |
| Total Contributions | $4,588 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENCY FEES | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $8,836,767 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,836,767 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,836,767 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,230 | TotalRevenueColumnAmt |
| Exclusion | $2,230 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,739,088 | SecuritiesAmt |
| Other | $2,500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,786,423 | SecuritiesAmt |
| Other | $4,254 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$47,335 | SecuritiesAmt |
| Other | -$1,754 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$49,089 | TotalRevenueColumnAmt |
| Exclusion | -$49,089 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $60,548 | TotalRevenueColumnAmt |
| Exclusion | $60,548 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $60,548 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,855,044 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,836,767 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,689 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $548,118 | TotalAmt |
| Management And General | $548,118 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,655,721 | TotalAmt |
| Program Services | $3,632,592 | ProgramServicesAmt |
| Management And General | $23,129 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $678,998 | TotalAmt |
| Program Services | $600,237 | ProgramServicesAmt |
| Management And General | $78,761 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,266 | TotalAmt |
| Program Services | $85,598 | ProgramServicesAmt |
| Management And General | $169,668 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,134,951 | TotalAmt |
| Program Services | $1,980,807 | ProgramServicesAmt |
| Management And General | $154,144 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,278,464 | TotalAmt |
| Program Services | $1,106,127 | ProgramServicesAmt |
| Management And General | $172,337 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $575,863 | TotalAmt |
| Program Services | $498,237 | ProgramServicesAmt |
| Management And General | $77,626 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $605,360 | TotalAmt |
| Program Services | $524,682 | ProgramServicesAmt |
| Management And General | $80,678 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,732,741 | TotalAmt |
| Program Services | $8,428,280 | ProgramServicesAmt |
| Management And General | $1,304,461 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $382,246 | BOYAmt |
| EOY | $760,019 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,197 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $725,912 | BOYAmt |
| EOY | $999,098 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,515 | BOYAmt |
| EOY | $145,541 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $19,446,347 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,812,390 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,956,045 | BOYAmt |
| EOY | $13,633,957 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,224,762 | BOYAmt |
| EOY | $4,235,444 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $687,220 | BOYAmt |
| EOY | $687,466 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,114,897 | BOYAmt |
| EOY | $20,461,525 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $602,663 | BOYAmt |
| EOY | $1,077,388 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,887,804 | BOYAmt |
| EOY | $10,676,054 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,197 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,498,664 | BOYAmt |
| EOY | $11,753,442 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,480,530 | BOYAmt |
| EOY | $8,572,380 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,703 | BOYAmt |
| EOY | $135,703 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,616,233 | BOYAmt |
| EOY | $8,708,083 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,114,897 | BOYAmt |
| EOY | $20,461,525 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$877,697 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,030,453 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $93,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,133,624 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $591,073 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,588 | CurrentTaxYearAmt |
| Total | $1,823,250 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,125,739 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,106,710 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,068,649 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,522,950 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,836,767 | CurrentTaxYearAmt |
| Total | $45,660,815 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,218,779 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,107,635 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,202,273 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,114,023 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,841,355 | CurrentTaxYearAmt |
| Total | $47,484,065 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,727 | CurrentTaxYearMinus4YearsAmt |
| Total | $44,727 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,727 | CurrentTaxYearMinus4YearsAmt |
| Total | $44,727 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $47,439,338 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $98,120 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $101,411 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $85,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $97,771 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,230 | CurrentTaxYearAmt |
| Total | $385,206 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $98,120 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $101,411 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $85,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $97,771 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,230 | CurrentTaxYearAmt |
| Total | $385,206 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,578 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,863 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $926,235 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,829 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,548 | CurrentTaxYearAmt |
| Total | $1,068,053 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,339,477 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,232,909 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,214,182 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,246,623 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,904,133 | CurrentTaxYearAmt |
| Total | $48,937,324 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96940 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96770 | PublicSupportPY509Pct |
| Investment Income CY | 0.00790 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00990 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MEAL REVENUE - 2018 AMOUNT: $ 3,121. 2019 AMOUNT: $ 665. 2020 AMOUNT: $ 167. 2021 AMOUNT: $ 37. OTHER INCOME - 2018 AMOUNT: $ 14,312. 2019 AMOUNT: $ 18,593. 2020 AMOUNT: $ 13,933. 2021 AMOUNT: $ 29,872. 2022 AMOUNT: $ 60,548. CABLE/TV/PHONE - 2018 AMOUNT: $ 5,145. 2019 AMOUNT: $ 4,605. 2020 AMOUNT: $ 4,935. 2021 AMOUNT: $ 4,920. GAIN ON EXTINGUISHMENT OF DEBT - 2020 AMOUNT: $ 907,200. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $135,703 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $0 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $135,703 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $135,703 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$8,370 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,370 | OtherExpendituresAmt |
| End Year Balance | $135,703 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $135,703 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,923 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,923 | OtherExpendituresAmt |
| End Year Balance | $135,703 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $135,703 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,825 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,825 | OtherExpendituresAmt |
| End Year Balance | $135,703 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $135,703 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$17,323 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,323 | OtherExpendituresAmt |
| End Year Balance | $135,703 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $612,338 | OtherCostOrOtherBasisAmt |
| Book Value | $612,338 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,465,107 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,925,855 | DepreciationAmt |
| Book Value | $12,539,252 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $84,919 | OtherCostOrOtherBasisAmt |
| Depreciation | $46,010 | DepreciationAmt |
| Book Value | $38,909 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,218,404 | OtherCostOrOtherBasisAmt |
| Depreciation | $788,459 | DepreciationAmt |
| Book Value | $429,945 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $65,579 | OtherCostOrOtherBasisAmt |
| Depreciation | $52,066 | DepreciationAmt |
| Book Value | $13,513 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,633,957 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,826,345 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,030,453 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,754 | OtherRevenueAmt |
| Revenue Not Reported | -$1,028,699 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,855,044 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,855,044 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,734,495 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,754 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,754 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,732,741 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,732,741 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | RESIDENT TRUST FUNDS ARE OFFERED TO ALL RESIDENTS AT ODD FELLOW HOME. THE FUNDS ARE NOT CO-MINGLED WITH ANY OTHER ORGANIZATION FUNDS. ONLY THE RESIDENT OR THE RESIDENTS AUTHORIZED INDIVIDUAL MAY ACCESS THESE FUNDS. RESIDENTS RECEIVE AT LEAST A QUARTERLY STATEMENT OF THEIR FUND ACTIVITY. FUNDS ARE KEPT IN AN INTEREST BEARING ACCOUNT. RESIDENTS WITH ACCOUNT BALANCES ABOVE $50 WILL EARN INTEREST AT THE CURRENT BANK RATE. STAFF HANDLING THE FUNDS WILL BE BONDED. THE BOND BENEFICIARY IS THE STATE OF WISCONSIN. |
| PART V, LINE 4: | THE ORGANIZATION HAS ADOPTED AN INVESTMENT POLICY FOR THE ENDOWMENT FUND THAT ATTEMPTS TO PROVIDE A BALANCE OF LONG-TERM CAPITAL APPRECIATION, PRESERVATION OF CAPITAL, AND INCOME PRODUCTION TO SUPPORT ADDITIONAL RESOURCES FOR THE CONTINUATION AND EXPANSION OF THE CHARITABLE MISSION OF THE ORGANIZATION. |
| PART X, LINE 2: | THE ORGANIZATION IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND WISCONSIN STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. NO LIABILITY IS RECOGNIZED BY THE ORGANIZATION BY APPLICATION OF THIS STANDARD. THE ORGANIZATION FILES INFORMATIONAL RETURNS AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE TAXING AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF ASSET 1,754. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF ASSET 1,754. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | BONUSES WERE PAID DUE TO ADDITIONAL COVID WORKLOAD AND HAZARD PAY. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN HEALTH & EDUCATIONAL FACILITIES AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 391337855 | BondIssuerEIN |
| CUSIP | 97712DWU6 | CUSIPNum |
| Bond Issued | 2017-05-31 | BondIssuedDt |
| Issue Price | $12,675,000 | IssuePriceAmt |
| Purpose | NEW CONSTRUCTION AND REFUND OF 2010 BOND ISSUE | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $456,750 | RetiredAmt |
| Total Proceeds | $12,675,000 | TotalProceedsAmt |
| In Reserve Fund | $415,000 | InReserveFundAmt |
| Capitalized Interest | $98,762 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $253,500 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $7,921,713 | CapitalExpendituresAmt |
| Other Spent Proceeds | $3,986,025 | OtherSpentProceedsAmt |
| Substantial Completion | 2018 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE BOARD PRESIDENT HAS THE AUTHORITY TO BREAK A TIE VOTE. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE CORPORATION HAS TWO CLASSES OF MEMBERS WHO HAVE THE RIGHT TO ELECT MEMBERS OF THE GOVERNING BODY AND APPROVE SIGNIFICANT DECISONS OF THE GOVERNING BODY: 1. ALL THIRD-DEGREE ODD FELLOWS IN GOOD STANDING IN THE STATE OF WISCONSIN. 2. ALL REBEKAHS IN GOOD STANDING IN THE STATE OF WISCONSIN. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE GRAND MASTER OF THE GRAND LODGE OF THE STATE OF WISCONSIN IS ELECTED AS A DIRECTOR BY VIRTUE OF OFFICE. |
| FORM 990, PART VI, SECTION A, LINE 7B | AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS ARE SUBJECT TO MEMBERSHIP APPROVAL. EACH MEMBER PRESENT SHALL BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE. |
| FORM 990, PART VI, SECTION B, LINE 11B | COPIES OF THE 990 ARE MAILED TO ALL BOARD MEMBERS WITH THE AGENDA PRIOR TO THE APRIL BOARD MEETING. THE 990 IS REVIEWED BY THE PARTNER OF OUR ACCOUNTING FIRM WITH THE BOARD OF DIRECTORS AND APPROVED AT THE BOARD MEETING PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY COVERS THE BOARD OF DIRECTORS AND KEY MANAGEMENT STAFF. TRANSACTIONS WITH PARTIES WITH WHOM A CONFLICTING INTEREST EXISTS MAY BE UNDERTAKEN ONLY IF ALL OF THE FOLLOWING ARE OBSERVED: 1. THE CONFLICTING INTEREST IS FULLY DISCLOSED; 2. THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION; 3. A COMPETITIVE BID OR COMPARABLE VALUATION EXISTS; AND 4. THE BOARD HAS DECIDED THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. DISCLOSURE IN THIS ORGANIZATION SHOULD BE MADE TO THE CEO, WHO SHALL BRING THE MATTER TO THE BOARD. DISCLOSURES INVOLVING THE BOARD MEMBERS WILL BE BROUGHT TO THE BOARD PRESIDENT, OR TO THE VICE-PRESIDENT IN HIS OR HER ABSENCE, THEN TO THE BOARD. THE BOARD SHALL DETERMINE IF A CONFLICT EXISTS AND IN THE CASE OF A CONFLICT, WHETHER THE TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE. THE DECISION OF THE BOARD ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION AND THEIR CONCERN MUST BE THE WELFARE OF THE ORGANIZATION. ALL PROCEEDINGS ARE DOCUMENTED IN THE MEETING MINUTES OR AS OTHERWISE APPROPRIATE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE CEO'S COMPENSATION IS APPROVED ANNUALLY BY THE BOARD OF DIRECTORS. THE PROCESS INCLUDES REVIEWING SALARIES IN COMPARISON TO LOCAL WAGE PREVALENCE RATES AND LEADING AGE WISCONSIN WAGE SURVEY BASED ON THE LONG TERM CARE HEALTH INDUSTRY. OTHER EMPLOYEES SALARIES ARE COMPARED TO LEADING AGE WISCONSIN AND LOCAL LONG TERM CARE DATABASES. THE CFO AND OTHER EMPLOYEE SALARIES ARE APPROVED BY THE CEO BASED ON DIRECTIVE OF PERCENTAGE INCREASE AND COMPARISON RANGE THE BOARD OF DIRECTORS WANTS TO MEET. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE POSTED IN FACILITIES, NEWSLETTERS, ANNUAL REPORTS AND IN CONTRACT PARTICIPATION. |
| FORM 990, PART IX, LINE 11G | OTHER: PROGRAM SERVICE EXPENSES 1,980,807. MANAGEMENT AND GENERAL EXPENSES 154,144. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,134,951. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAND LODGE OF THE STATE OF WI INDEP ORDER OF ODD FELLOWS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1304 S WEBSTER AVENUE | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 543012502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390366558 | EIN |
| Primary Activities | FRATERNAL SOCIETY | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(8) | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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