ODD FELLOW REBEKAH HOME ASSOCIATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ODD FELLOW REBEKAH HOME ASSOCIATION INC (EIN 39-0838135)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-07
- IRS object ID
- 201311279349301026
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-05-07T12:05:02-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390838135 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ODD FELLOW REBEKAH HOME ASSOCIATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ODDF | NameControl |
| Phone | 9205937000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1207 SOUTH JACKSON STREET | AddressLine1 |
| City | GREEN BAY | City |
| State | WI | State |
| ZIP Code | 54301 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLENE EVERETT | Name |
| Title | CEO | Title |
| Phone | 9205937000 | Phone |
| Date Signed | 2013-05-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GORDON J VETSCH | Name |
| PTIN | P00047306 | PTIN |
| Phone | 6123764500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CHARLENE EVERETT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1207 SOUTH JACKSON STREET | AddressLine1 |
| City | GREEN BAY | City |
| State | WI | State |
| ZIP Code | 54301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7017662 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.OFRHA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1889 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | ELDERLY AND DISABLED HOUSING AND HEALTH SERVICES | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 207 | TotalNbrEmployees |
| Total Nbr Volunteers | 30 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5329 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2653 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5998621 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6771474 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 309958 | InvestmentIncomePriorYear |
| Investment Income Current Year | 117273 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6313908 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6891400 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4015869 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4289514 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2221030 | OtherExpensePriorYear |
| Other Expenses Current Year | 2897801 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6236899 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7187315 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 77009 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -295915 | RevenuesLessExpensesCY |
| Total Assets BOY | 14957342 | TotalAssetsBOY |
| Total Assets EOY | 14580167 | TotalAssetsEOY |
| Total Liabilities BOY | 7128854 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6804544 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7828488 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7775623 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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 PLACED TENANTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5005287 | Expense |
| Grants | 0 | Grants |
| Revenue | 5319718 | Revenue |
| Description | ODD FELLOW HOME:A 74-BED SKILLED NURSING AND REHABILITATION FACILITY FOR THE ELDERLY OF BROWN COUNTY, WISCONSIN AND THE SURROUNDING AREA. A FOUR-STAR CMS PROGRAM, WITH THE MAJORITY OF THE CLIENTS BEING MEDICAID UNDERFUNDED. REHAB SEES A LARGE PERCENTAGE OF OUR CLIENTS RETURNING TO THEIR HOMES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 680261 | Expense |
| Grants | 0 | Grants |
| Revenue | 670869 | Revenue |
| Description | HERITAGE GARDENS: AN 18-BED MEMORY CARE COMMUNITY BASED RESIDENTIAL FACILITY. IT FEATURES 24-HOUR STAFF AND HEALTH MONITORING BY LICENSED NURSES IN A CALMING RESIDENTIAL ATMOSPHERE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 597158 | Expense |
| Grants | 0 | Grants |
| Revenue | 780887 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 6282706 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 30 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 207 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMIE STROHSCHEIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9205937000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1207 SOUTH JACKSON STREET | AddressLine1 |
| City | GREEN BAY | City |
| State | WI | State |
| ZIP Code | 54301 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|---|
| TOM REED | |||||||
| BOARD PRESIDENT | 1.00 | 0.00 | X | X | 0 | 0 | 0 |
| BONNIE OLSON | |||||||
| VICE PRESIDENT | 1.00 | 0.00 | X | X | 0 | 0 | 0 |
| PATRICIA MOTT | |||||||
| SECRETARY | 1.00 | 0.00 | X | X | 0 | 0 | 0 |
| SHARON CUNNINGHAM | |||||||
| GRAND MASTER/BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| ROBERTA BIERHALS | |||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| LOREN CUNNINGHAM | |||||||
| BOARD MEMBER | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| LINDA ENGSTROM | |||||||
| ASSEMBLY PRESIDENT/BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| RICHARD PROULX | |||||||
| BOARD MEMBER | 5.00 | 0.00 | X | 0 | 0 | 0 | |
| CHARLENE EVERETT | |||||||
| CEO (AS OF 10/6/12) | 40.00 | 0.00 | X | 88616 | 0 | 2395 | |
| TRUDEY PETERSON | |||||||
| FORMER CEO (UNTIL 10/19/12) | 40.00 | 0.00 | X | 140297 | 0 | 3733 | |
| JAMIE STROHSCHEIN | |||||||
| CFO (AS OF 10/29/12) | 32.00 | 0.00 | X | 11187 | 0 | 52 | |
| JENNIFER KLASEN | |||||||
| FORMER FINANCE DIRECTOR (UNTIL 6/6/12) | 40.00 | 0.00 | X | 30738 | 0 | 105 | |
| BETTY BAHRINGER | |||||||
| FORMER FINANCE DIRECTOR (7/6/12-10/22/12) | 40.00 | 0.00 | X | 22883 | 0 | 23 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 293721 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 6308 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MJ CARE INC | |||||
| 2448 SOUTH 102ND STREET 340 | MILWAUKEE | WI | 53227 | CONTRACTED THERAPY | 330102 |
| BSG MAINTENANCE INC | |||||
| PO BOX 165 | NEWBURG | WI | 53060 | CONTRACTED LAUNDRY & HOUSEKEEPING | 186372 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 2653 | AllOtherContributions |
| Total Contributions | 2653 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RESIDENCY FEES | 623000 | 6751866 | 6751866 |
| AUXILIARY REVENUES | 623000 | 19608 | 19608 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6771474 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 123195 | TotalRevenueColumn |
| Exclusion | $123,195 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 120340 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 126262 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -5922 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -5922 | TotalRevenueColumn |
| Exclusion | -$5,922 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6891400 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6771474 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $117,273 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 300029 | Total |
| Program Services | 2350 | ProgramServices |
| Management And General | 297679 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3544983 | Total |
| Program Services | 3257855 | ProgramServices |
| Management And General | 287128 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38318 | Total |
| Program Services | 35215 | ProgramServices |
| Management And General | 3103 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121461 | Total |
| Program Services | 105779 | ProgramServices |
| Management And General | 15682 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 284723 | Total |
| Program Services | 241810 | ProgramServices |
| Management And General | 42913 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58556 | Total |
| Management And General | 58556 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23734 | Total |
| Management And General | 23734 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 589881 | Total |
| Program Services | 550798 | ProgramServices |
| Management And General | 39083 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54842 | Total |
| Program Services | 53670 | ProgramServices |
| Management And General | 1172 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 318870 | Total |
| Program Services | 263112 | ProgramServices |
| Management And General | 55758 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 277181 | Total |
| Program Services | 271259 | ProgramServices |
| Management And General | 5922 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13739 | Total |
| Management And General | 13739 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 276175 | Total |
| Program Services | 270275 | ProgramServices |
| Management And General | 5900 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 500442 | Total |
| Program Services | 489751 | ProgramServices |
| Management And General | 10691 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66351 | Total |
| Program Services | 64934 | ProgramServices |
| Management And General | 1417 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| FOOD | 186616 | 186616 |
| HOUSEKEEPING | 182205 | 182205 |
| BED TAX | 163200 | 163200 |
| BAD DEBT | 140797 | 140797 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45212 | Total |
| Program Services | 3080 | ProgramServices |
| Management And General | 42132 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7187315 | Total |
| Program Services | 6282706 | ProgramServices |
| Management And General | 904609 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 273662 | BOY |
| EOY | 121476 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67285 | BOY |
| EOY | 63447 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 545836 | BOY |
| EOY | 587646 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84440 | BOY |
| EOY | 31338 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 14664802 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4706197 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10286156 | BOY |
| EOY | 9958605 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3646944 | BOY |
| EOY | 3767489 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53019 | BOY |
| EOY | 50166 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14957342 | BOY |
| EOY | 14580167 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 389598 | BOY |
| EOY | 479851 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6733028 | BOY |
| EOY | 6318546 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6228 | BOY |
| EOY | 6147 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7128854 | BOY |
| EOY | 6804544 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7692785 | BOY |
| EOY | 7639920 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135703 | BOY |
| EOY | 135703 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7828488 | BOY |
| EOY | 7775623 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14957342 | BOY |
| EOY | 14580167 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -295915 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 243050 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1400 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5897 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1134 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5329 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2653 | CurrentTaxYear |
| Total | 16413 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5718644 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5997500 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6143788 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5998621 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6771474 | CurrentTaxYear |
| Total | 30630027 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5720044 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6003397 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6144922 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6003950 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6774127 | CurrentTaxYear |
| Total | 30646440 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 290946 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 306687 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 692132 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 787555 | CurrentTaxYearMinus1Year |
| Current Tax Year | 215700 | CurrentTaxYear |
| Total | 2293020 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 290946 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 306687 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 692132 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 787555 | CurrentTaxYearMinus1Year |
| Current Tax Year | 215700 | CurrentTaxYear |
| Total | 2293020 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 28353420 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 82280 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 109411 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 112854 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 110958 | CurrentTaxYearMinus1Year |
| Current Tax Year | 123195 | CurrentTaxYear |
| Total | 538698 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 82280 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 109411 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 112854 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 110958 | CurrentTaxYearMinus1Year |
| Current Tax Year | 123195 | CurrentTaxYear |
| Total | 538698 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2382 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | -18129 | CurrentTaxYearMinus3Years |
| Total | -15747 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5804706 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6094679 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6257776 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6114908 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6897322 | CurrentTaxYear |
| Total | 31169391 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.90970 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.90540 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01730 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01700 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME FROM VARIOUS SOURCES LOSS ON DEBT REFINANCING | GeneralExplanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 135703 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 15298 | InvestmentEarningsOrLosses |
| Other Expenditures | -15298 | OtherExpenditures |
| End Of Year Balance | 135703 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 135703 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -14467 | InvestmentEarningsOrLosses |
| Other Expenditures | -14467 | OtherExpenditures |
| End Of Year Balance | 135703 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 135703 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 15326 | InvestmentEarningsOrLosses |
| Other Expenditures | 15326 | OtherExpenditures |
| End Of Year Balance | 135703 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 135703 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 25513 | InvestmentEarningsOrLosses |
| Other Expenditures | 25513 | OtherExpenditures |
| End Of Year Balance | 135703 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 135703 | BeginningOfYearBalance |
| End Of Year Balance | 135703 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 244464 | OtherCostOrOtherBasis |
| Book Value | 244464 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12724760 | OtherCostOrOtherBasis |
| Depreciation | 3481374 | Depreciation |
| Book Value | 9243386 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 94368 | OtherCostOrOtherBasis |
| Depreciation | 63124 | Depreciation |
| Book Value | 31244 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1537860 | OtherCostOrOtherBasis |
| Depreciation | 1099131 | Depreciation |
| Book Value | 438729 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 63350 | OtherCostOrOtherBasis |
| Depreciation | 62568 | Depreciation |
| Book Value | 782 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 9958605 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 6771474 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 6771474 | RevenueSubtotal |
| Investment Expenses Not Included | 23734 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 96192 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 119926 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6891400 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7163581 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7163581 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 23734 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 23734 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7187315 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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: | TO SUPPORT THE HEALTH CARE SERVICES AT ODD FELLOW HOME. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| 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 ACCOUNTING STANDARD FOR UNCERTAIN TAX POSITIONS AND 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 IRS. THE ORGANIZATION'S 2009, 2010, AND 2011 TAX YEARS ARE OPEN TO EXAMINATION BY THE IRS. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| CONTRIBUTIONS 2,653. INVESTMENT INCOME 93,539. | PART XI, LINE 4B - OTHER ADJUSTMENTS: |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 391337855 | IssuerEIN |
| Date Issued | 2010-08-01 | DateIssued |
| Issue Price | 7075000 | IssuePrice |
| Description Of Purpose | NEW CONSTRUCTION AND REFINANCE EXISTING BOND AND DEBT | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 756454 | AmountRetired |
| Total Proceeds | 7075000 | TotalProceeds |
| Capitalized Interest | 89314 | CapitalizedInterest |
| Issuance Costs From Proceeds | 57061 | IssuanceCostsFromProceeds |
| Capital Expenditures | 5292654 | CapitalExpenditures |
| Other Spent Proceeds | 1635971 | OtherSpentProceeds |
| Year Of Subst Completion | 2011 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 1 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Iss Meet Prvt Security Pay Test | 0 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 0 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 1 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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 2 | LOREN CUNNINGHAM AND SHIRLEY CUNNINGHAM - FAMILY RELATIONSHIP |
| FORM 990, PART VI, SECTION A, LINE 6 | THE CORPORATION HAS TWO CLASSES OF MEMBERS: 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 | CORPORATE MEMBERS IN GOOD STANDING VOTE FOR ALL BOARD POSITIONS. |
| FORM 990, PART VI, SECTION A, LINE 7B | AMENDMENTS TO THE ARTICLES OR INCORPORATION AND BYLAWS ARE SUBJECT TO MEMBERSHIP APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED AT A BOARD MEETING. COPIES ARE MAILED TO ALL BOARD MEMBERS PRIOR TO THE MEETING WITH THE AGENDA. |
| 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. THE PROCESS WAS LAST UNDERTAKEN FOR THE CEO IN OCTOBER, 2012. 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GRAND LODGE OF THE STATE OF WI INDEP ORDER OF ODD FELLOWS | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 490 TYROLIAN DRIVE | AddressLine1 |
| City | GREEN BAY | City |
| State | WI | State |
| ZIP Code | 54302 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390366558 | EIN |
| Primary Activities | FRATERNAL SOCIETY | PrimaryActivities |
| Legal Domicile State | WI | LegalDomicileState |
| Exempt Code Section | 501(C)(8) | ExemptCodeSection |
| Public Charity Status | N/A | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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