2017-07-17T09:59:21-05:00 2016-12-31 464046371 CERRONE GRAHAM & SHEPHERD PC 446 MAIN ST 10TH FL WORCESTER MA 01608 990 2016-01-01 042104414 ODD FELLOWS HOME OF MASSACHUSETTS INC ODDF 5088536687 104 RANDOLPH ROAD WORCESTER MA 01606 CLARENCE PLANT BOARD SECRETARY 5088536687 2017-06-22 1 MARIE M SHEPHERD CPA P00516248 5087548512 2017-06-22 96.39.71.14 2017-06-22 13:24:01 ED P 5EE2037F5E03DD1FECEA15977725EAED467EDCBE D77FD168CAD33CF44C0DB8524DF9FE0F8440E899 2016 2021-01-29 14:40:06Z CLARENCE PLANT 104 RANDOLPH ROAD WORCESTER MA 01606 7984852 0 X WWW.ODDFELLOWSHOMEMA.COM X 1898 MA TO PROVIDE OUR RESIDENTS WITH THE FINEST SKILLED NURSING AND REHABILITATIVE SERVICES. 14 13 230 0 0 0 91286 60087 7670782 7856189 49800 51976 0 -7012 7811868 7961240 0 0 0 0 4638598 4942603 0 0 0 2938080 2746419 7576678 7689022 235190 272218 2960049 3250723 2358238 2376787 601811 873936 TO PROVIDE OUR RESIDENTS WITH THE FINEST SKILLED NURSING AND REHABILITATIVE SERVICES. DEDICATED TO THE BASIC TENENTS OF FRIENDSHIP, LOVE AND TRUTH, OUR HIGHLY TRAINED STAFF PROVIDES COMPASSIONATE CARE IN A COMFORTABLE, SECURE ENVIRONMENT. 0 0 6831622 7856189 PROVIDE QUALITY SKILLED NURSING CARE AND THERAPY FOR 100 ELDERLY RESIDENTS. 6831622 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 19 0 230 1 0 0 0 0 0 1 1 0 0 X 14 13 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X CLARENCE PLANT 5088536687 104 RANDOLPH ROAD WORCESTER MA 01606 SAMUEL C WHITE TRUSTEE 1.00 X 0 0 0 CLARENCE PLANT SECRETARY 40.00 X X 42723 0 0 DAVID LABONTE TREASURER 1.00 X X 0 0 0 ROBERT WALSH VICE PRESIDENT 1.00 X X 0 0 0 WENDY E BAKER PREISDENT 1.00 X X 0 0 0 GERARD GILMORE JR TRUSTEE 1.00 X 0 0 0 JOHN SLANEY TRUSTEE 1.00 X 0 0 0 MARY G VITIELLO TRUSTEE 1.00 X 0 0 0 CHARLES TEAGUE JR TRUSTEE 1.00 X 0 0 0 FRANCIS LATANOWICH TRUSTEE 1.00 X 0 0 0 FRANK GAYTON TRUSTEE 1.00 X 0 0 0 CHRISTOPHER PROVO TRUSTEE 1.00 X 0 0 0 WAYNE LEBLANC TRUSTEE 1.00 X 0 0 0 DWIGHT CROW TRUSTEE 1.00 X 0 0 0 DOREEN SLANEY TRUSTEE 1.00 X 0 0 0 42723 0 0 3 0 0 0 ALLIANCE REHAB 1520 KENSINGTON RD OAK BROOK IL 60523 PHYSICAL THERAPY 306862 1 44148 15939 60087 PATIENT REVENUE 623000 7856189 7856189 7856189 51976 51976 16600 44148 23612 -7012 -7012 7961240 7856189 0 44964 X 4305049 3793930 511119 257779 226837 30942 379775 334627 45148 18721 18721 39855 39855 31226 31226 26350 26350 24022 24022 3750 3750 49163 49163 173866 153197 20669 101579 89503 12076 USER FEE EXPENSE 643072 643072 SUPPLIES AND EXPENSES 478635 478635 THERAPY SERVICES 272026 272026 MEDICAL SUPPLIES AND DR 232128 232128 652026 576441 75585 7689022 6831622 857400 0 405473 939692 515971 411591 47641 39586 5845326 4037067 1925460 1808259 25199 25106 9800 0 30505 26489 2960049 3250723 1125613 913295 74144 40871 279007 555962 879474 866659 2358238 2376787 X 576612 848830 25199 25106 601811 873936 2960049 3250723 272218 -93 0 X X 0 1 X 1 0 X 57853 5740 7477 69121 15939 156130 5822237 6314721 6981144 7692947 7861330 34672379 5880090 6320461 6988621 7762068 7877269 34828509 0 0 0 34828509 65853 77507 45245 49800 51976 290381 65853 77507 45245 49800 51976 290381 5945943 6397968 7033866 7811868 7929245 35118890 0.99170 0.99070 0.00830 0.00930 X 1 74144 33273 40871 1 X 25199 -93 25106 25664 -465 25199 24967 697 25664 26790 -1823 24967 26326 464 26790 1.00000 0 0 45080 45080 4058124 2666370 1391754 750452 536192 214260 896099 761760 134339 95571 72745 22826 1808259 X 7961240 0 7961240 0 7961240 7689022 0 7689022 0 7689022 PART IV, LINE 1B: THE ORGANIZATION IS THE CUSTODIAN OF THE RESIDENTS PERSONAL NEEDS ACCOUNT. PART IV, LINE 2B: RESIDENTS HAVE FUNDS DEPOSITED INTO ACCOUNT AND WITHDRAW FOR PERSONAL EXPENSES. PART V, LINE 4: THE ENDOWMENT FUNDS WERE ESTABLISHED TO PROVIDE INCOME TO THE ORGANIZATION OVER TIME. PART X, LINE 2: ODD FELLOWS HOME OF MASSACHUSETTS IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION IS REQUIRED TO RECOGNIZE IN ITS FINANCIAL STATEMENTS THE IMPACT OF A TAX POSITION, IF THAT POSITION IS MORE LIKELY THAN NOT OF NOT BEING SUSTAINED ON AUDIT BASED ON THE TECHNICAL MERITS OF THE POSITION. THE ORGANIZATION FILES FEDERAL AND MASSACHUSETTS INCOME TAX RETURNS. THE INCOME TAX RETURNS FOR TAX YEARS 2014 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE MASSACHUSETTS DEPARTMENT OF REVENUE. THE ORGANIZATION DID NOT HAVE UNRECOGNIZED TAX BENEFITS AS OF DECEMBER 31, 2016 AND 2015 AND DOES NOT EXPECT THIS TO CHANGE SIGNIFICANTLY OVER THE NEXT 12 MONTHS. THE ORGANIZATION WILL RECOGNIZE INTEREST AND PENALTIES ACCRUED ON ANY UNRECOGNIZED TAX BENEFITS AS A COMPONENT OF INCOME TAX EXPENSE. GOLF TOURNAMENT 24151 18301 5850 3115 1654 2479 BLACK TIE GALA 36597 25847 10750 7032 9332 60748 44148 16600 3115 8686 11811 23612 -7012 X 0 0 0 0 0 0 0 0 0 FORM 990, PART V, LINE 13A MA FORM 990, PART VI, SECTION A, LINE 2 TRUSTEES JOHN SLANEY AND DOREAN SLANEY ARE MARRIED. FORM 990, PART VI, SECTION B, LINE 11B THE 2016 FORM 990 WAS PRESENTED TO AND APPROVED BY THE EXECUTIVE COMMITTEE AND THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES SHALL NOT HAVE ANY UNDISCLOSED CONFLICTS OF INTEREST WITH THE CORPORATION. ANY CONFLICT OF INTEREST ON THE PART OF ANY TRUSTEE SHALL BE DISCLOSED TO THE OTHER TRUSTEES AND MADE A MATTER OF RECORD WHEN ANY MATTER TO WHICH THE INTEREST RELATES BECOMES THE SUBJECT OF ACTION BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMMITTEE HOLDS AN ANNUAL MEETING WITH THE BOARD OF TRUSTEES TO DISCUSS THE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 24E UTILITIES: PROGRAM SERVICE EXPENSES 171,236. MANAGEMENT AND GENERAL EXPENSES 23,103. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 194,339. BAD DEBT EXPENSE: PROGRAM SERVICE EXPENSES 108,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 108,000. REPAIRS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 91,900. MANAGEMENT AND GENERAL EXPENSES 12,570. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 104,470. WORKERS COMPENSATION: PROGRAM SERVICE EXPENSES 79,007. MANAGEMENT AND GENERAL EXPENSES 10,660. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 89,667. CONSULTING: PROGRAM SERVICE EXPENSES 40,941. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,941. TRASH REMOVAL: PROGRAM SERVICE EXPENSES 26,360. MANAGEMENT AND GENERAL EXPENSES 3,557. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,917. RENT: PROGRAM SERVICE EXPENSES 12,641. MANAGEMENT AND GENERAL EXPENSES 1,615. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,256. LAUNDRY: PROGRAM SERVICE EXPENSES 12,690. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,690. LICENSE AND PERMITS: PROGRAM SERVICE EXPENSES 10,991. MANAGEMENT AND GENERAL EXPENSES 1,483. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,474. TELEPHONE: PROGRAM SERVICE EXPENSES 9,683. MANAGEMENT AND GENERAL EXPENSES 1,307. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,990. PAYROLL SERVICE FEE: PROGRAM SERVICE EXPENSES 8,389. MANAGEMENT AND GENERAL EXPENSES 1,132. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,521. POSTAGE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,106. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,106. TRAINING: PROGRAM SERVICE EXPENSES 4,603. MANAGEMENT AND GENERAL EXPENSES 100. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,703. TRUSTEE EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,753. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,753. BANK CHARGES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,687. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,687. AUTO EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,339. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,339. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,572. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,572. DONATIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,550. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,550. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,051. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,051. 990 PART XII, 2C NO CHANGE IN OVERSIGHT OF SELECTION PROCESS. GRAND LODGE OF THE INDEPENDENT ORDER OF ODD FELLOWS 104 RANDOLPH ROAD WORCESTER MA 01606 041383604 FRATERNAL ORGANIZATION MA 501(C)(8) & (C)(10) 0 INDEPENDENT ORDER OF ODD FELLOWS WORCESTER LODGE # 56 104 RANDOLPH ROAD WORCESTER MA 01606 237144681 FRATERNAL ORGANIZATION MA 501(C)(8) & (C)(10) 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 GRAND LODGE OF THE INDEPENDENT ORDER OF ODD FELLOWS E 517519 LOAN DOCUMENTS INDEPENDENT ORDER OF ODD FELLOWS WORCESTER LODGE # 56 E 349140 LOAN DOCUMENTS