2021-05-13T15:26:04-05:00 2020-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2020-01-01 390838135 ODD FELLOW REBEKAH HOME ASSOCIATION INC ODDF 9205937000 1207 SOUTH JACKSON STREET GREEN BAY WI 54301 CHARLENE EVERETT CEO 9205937000 2021-05-12 1 CHARLENE EVERETT 999009999 KIMBERLY ANDERSON P00188889 6086628600 2021-05-12 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z CHARLENE EVERETT 1207 SOUTH JACKSON STREET GREEN BAY WI 54301 13155777 0 X WWW.OFRHA.ORG X 1889 WI ELDERLY AND DISABLED HOUSING AND HEALTH SERVICES 8 7 160 6 0 0 925 1133624 10106710 9068649 135680 53406 23863 926235 10267178 11181914 0 0 0 0 4902169 5277508 0 0 0 4966471 4878652 9868640 10156160 398538 1025754 21789228 23458170 11974286 12211789 9814942 11246381 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. 0 0 8139555 8094989 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. 911409 973660 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. 9050964 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 29 0 1 160 1 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 1 0 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X X JAMIE STROHSCHEIN 9205937000 1207 SOUTH JACKSON STREET GREEN BAY WI 54301 LOREN CUNNINGHAM BOARD PRESIDENT 1.00 X X 0 0 0 PATRICIA MOTT VICE PRESIDENT 1.00 X X 0 0 0 DENISE OLSEN SECRETARY 1.00 X X 0 0 0 MARY CURTIS DIRECTOR 1.00 X 0 0 0 TOM REED DIRECTOR 1.00 X X 0 0 0 RICHARD PROULX DIRECTOR 5.00 25.00 X 0 6300 0 JEFFREY JONES GRAND MASTER/DIRECTOR 1.00 X 0 0 0 ELLEN TEWS DIRECTOR 1.00 X 0 0 0 RICHARD SMITH DIRECTOR 1.00 X 0 0 0 CHARLENE EVERETT CEO 40.00 X 176450 0 6021 JAMIE STROHSCHEIN CFO 32.00 X 98489 0 0 JENNY KORNOWSKI HR DIRECTOR 40.00 X 111310 0 0 SHERRI STOCK MANAGER REBEKAH HAVEN 40.00 X 106224 0 0 TIFFANY DUENAS RN 40.00 X 107589 0 0 600062 6300 6021 4 0 1 0 BSG MAINTENANCE INC PO BOX 165 NEWBURG WI 53060 CONTRACTED LAUNDRY & HOUSEKEEPING 1017591 GREENFIELD REHABILITATION AGENCY 19395 W CAPITOL DR SUITE 200 BROOKFIELD WI 53045 CONTRACTED THERAPY 838406 HEALTH DIRECT PO BOX 988 BUFFALO NY 14240 CONTRACTED PHARMACY 338034 TWEET GAROT MECHANICAL INC PO BOX 8706 CAROL STREAM IL 601978706 CONTRACTED HVAC 115194 ELITE NURSES 808 BAYLAND CT GREEN BAY WI 54304 TEMP STAFFING 107579 5 1133624 1133624 RESIDENCY FEES 623000 9068649 9068649 9068649 85674 85674 1941595 1896513 77350 45082 -77350 -32268 -32268 GAIN ON EXTINGUISHMENT OF DEBT 900099 907200 907200 OTHER REVENUE 900099 13933 13933 CABLE/TV/PHONE 900099 4935 4935 167 167 926235 11181914 9068649 0 979641 X 280960 280960 4310422 3988211 322211 53170 50852 2318 286982 250239 36743 345974 300918 45056 3268 3268 42734 42734 20103 20103 2137155 2101619 35536 17721 15332 2389 112047 40960 71087 261430 228211 33219 33742 33742 591318 511594 79724 577905 499989 77916 86483 74823 11660 MEDICAL SUPPLIES/DRUGS 639433 639433 BED TAX 179520 179520 EQUIPMENT RENTAL & REPA 129988 112461 17527 RESIDENT GIFTS 11121 11121 34684 10800 23884 10156160 9050964 1105196 0 837608 1977945 4313 7020 1120946 621431 109757 155183 19132230 4754867 14743912 14377363 4207930 5630731 764762 688497 21789228 23458170 683669 1110215 11286304 11094554 4313 7020 11974286 12211789 X 9679239 11110678 135703 135703 9814942 11246381 21789228 23458170 1025754 405685 0 X 0 1 X 1 0 X 19140 826 93040 925 1133624 1247555 8293000 7896216 9125739 10106710 9068649 44490314 8312140 7897042 9218779 10107635 10202273 45737869 0 904231 44727 948958 904231 44727 948958 44788911 98067 93319 98120 101411 85674 476591 98067 93319 98120 101411 85674 476591 19917 22679 22578 23863 926235 1015272 8430124 8013040 9339477 10232909 11214182 47229732 0.94830 0.94700 0.01010 0.01100 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MEAL REVENUE - 2016 AMOUNT: $ 1,395. 2017 AMOUNT: $ 1,755. 2018 AMOUNT: $ 3,121. 2019 AMOUNT: $ 665. 2020 AMOUNT: $ 167. OTHER INCOME - 2016 AMOUNT: $ 18,117. 2017 AMOUNT: $ 15,929. 2018 AMOUNT: $ 14,312. 2019 AMOUNT: $ 18,593. 2020 AMOUNT: $ 13,933. CABLE/TV/PHONE - 2016 AMOUNT: $ 405. 2017 AMOUNT: $ 4,995. 2018 AMOUNT: $ 5,145. 2019 AMOUNT: $ 4,605. 2020 AMOUNT: $ 4,935. GAIN ON EXTINGUISHMENT OF DEBT - 2020 AMOUNT: $ 907,200. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 135703 1923 -1923 139549 135703 1825 -1825 135703 135703 -17323 17323 135703 135703 135703 135703 135703 1.00000 0 0 612338 612338 17371940 3981202 13390738 60924 38009 22915 1087028 735656 351372 14377363 X 11567496 405685 405685 11161811 20103 20103 11181914 10136057 0 10136057 20103 20103 10156160 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. X X X 0 0 0 0 0 0 0 0 0 CHARLENE EVERETT CEO 176450 0 0 0 0 0 5296 0 725 0 182471 0 0 0 A WISCONSIN HEALTH & EDUCATIONAL FACILITIES AUTHORITY 391337855 97712DWU6 2017-05-31 12675000 NEW CONSTRUCTION AND REFUND OF 2010 BOND ISSUE 0 0 0 A 230000 12675000 415000 98762 253500 7921713 3986025 2018 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 1 0 1 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 1 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 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 2,101,619. MANAGEMENT AND GENERAL EXPENSES 35,536. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,137,155. THE GRAND LODGE OF THE STATE OF WI INDEP ORDER OF ODD FELLOWS INC 1304 S WEBSTER AVENUE GREEN BAY WI 543012502 390366558 FRATERNAL SOCIETY WI 501(C)(8) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0