2024-05-09T23:15:56-05:00 2023-06-30 471019942 CREATIVE PLANNING TAX LLC 12100 MEREDITH DR SUITE 200 URBANDALE IA 50323 990 2022-07-01 420327920 IND ORDER OF ODD FELLOWS GRAND LODGE INDO 5152764936 5850 OAKWOOD DR NW DES MOINES IA 50322 S SUE ZYLSTRA GRAND SECRETARY 5152764936 2024-05-07 1 S SUE ZYLSTRA 999009999 0 BRENT L ALEXANDER CPA P00075113 5157275700 2024-05-07 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z LAWRENCE SHILLING 5850 OAKWOOD DR NW DES MOINES IA 50322 2293756 0 0028 X N/A X 1846 IA PROMOTING THE GENERAL WELFARE OF THE ORDER OF THE ODDFELLOWS 6 4 4 0 0 0 11774 11705 0 0 1179738 258215 299240 351094 1490752 621014 359268 606411 0 0 112634 114354 0 0 0 321279 287074 793181 1007839 697571 -386825 12335736 11911396 200768 163253 12134968 11748143 TO PROMOTE THE GENERAL WELFARE OF THE ORDER OF THE ODDFELLOWS 0 0 RETIREMENT HOME - FACILITY TO PROVIDE SKILLED NURSING CARE AND RESIDENTIAL CARE MEMBER SERVICES 0 0 0 0 0 0 0 0 1 1 1 0 0 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 1 0 0 1 0 0 4 1 0 0 0 0 0 0 0 0 X 6 4 0 0 0 0 1 1 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 X GRAND LODGE OF IOWA 5152764936 5850 NW OAKWOOD DR DES MOINES IA 50322 LAWRENCE SHILLING GRAND SECRETARY 25.00 X X 42000 0 0 MARTY ZYLSTRA GRAND TREASURER 20.00 X X 36000 0 0 ANDREW CECIL GRAND MASTER 0.20 X X 0 0 0 MIKE GREENSLAUGH DEPUTY GRAND MASTER 0.20 X 0 0 0 VIRGIL DODSON IMM. PAST GRAND MASTER 0.20 X 0 0 0 JAMI RAFTER GRAND WARDEN 0.10 X 0 0 0 78000 0 0 0 0 0 0 0 11705 11705 547274 547274 548950 245495 303455 303455 303455 1138188 1427247 -289059 -289059 -289059 EVENT FEES 561499 47993 47993 ASSET SALES - SURRENDERS 561499 -354 -354 47639 621014 47639 0 561670 589411 17000 78000 28100 8254 22071 19500 11334 30424 25584 100454 9548 4315 OFFICERS AND COMMITTEE 45994 PRINTING EXPENSES 17997 MISCELLANEOUS -147 1007839 60780 219265 451677 458882 806254 742846 673487 309543 384562 363944 6871958 6846507 3760505 3279952 12335736 11911396 200768 163253 200768 163253 X 8697780 8221635 3437188 3526508 12134968 11748143 12335736 11911396 -386825 0 X 1 X 0 1 0 3437188 279320 190000 3526508 3548563 53817 165015 3437188 3557346 234490 243273 3548563 3472702 260 327497 243143 3557346 3338971 225 346840 213334 3472702 1.00000 1 0 259710 259710 413777 309543 104234 363944 13500 C REITS - VARIOUS 3266452 C 3279952 FUNDS HELD IN TRUST 155792 PAYROLL LIABILITIES 7461 163253 PART V, LINE 4: NET INTERST AND DIVIDEND INCOME IS TO BE CONTRIBUTED TO IOWA ODD FELLOWS AND ORPHANS HOME CORPORATION FOR THEIR USE IN OPERATING A SKILLED NURSING FACILITY. 1 IOWA ODD FELLOWS AND ORPHANS HOME CORPORATION 1037 19TH ST SW MASON CITY IA 50401 420818810 501(C)(3) 400000 0 GENERAL OPERATIONS KEOKUK ODD FELLOW LODGE #13 1720 BLONDEAU STREET KEOKUK IA 52632 426058712 501(C)(8) 7650 0 PAINTING FOR LODGE THE TALBOT HOME FOR SOBER LIVING 810 TIMEA ST KEOKUK IA 52632 830588357 501(C)(3) 20000 0 GENERAL OPERATIONS STUART POLICE DEPARTMENT 119 E FRONT STREET STUART IA 50250 882860339 6000 0 ROBOTICS DRONE CLEAR LAKE ODD FELLOW LODGE #187 309 B- PO BOX 383 CLEAR LAKE IA 50428 421160198 501(C)(8) 30000 0 WINDOWS FOR LODGE SOVEREIGN GRAND LODGE EDUCATIONAL FOUNDATION PO BOX 20455 WINSTONSALEM NC 27120 520363509 501(C)(8) 100000 0 IOWA EDUCATIONAL FOUNDATION GRINNELL ODD FELLOW LODGE #358 905 1/2 MAIN ST GRINNELL IA 50112 426068359 501(C)(8) 12615 0 BUILDING MAINTENANCE 3 4 SCHOLARSHIPS FOR CONTINUED EDUCATION OF FAMILY MEMBERS OF LODGE MEMBERS 17 17000 ACTUAL CASH PAID PART I, LINE 2: SCHOLARSHIPS TO DOMESTIC INDIVIDUALS: THE ORGANIZATION ANNUALLY GRANTS SCHOLARSHIPS TO FAMILY MEMBERS OF LODGE MEMBERS TO BE UTILIZED FOR CONTINUED EDUCATION. THE ORGANIZATIONS REQUIRES A FINANCIAL REPORT AND WRITTEN ESSAY FOR APPLICANTS. OTHER ASSISTANCE TO DOMESTIC INDIVIDUALS: THE ORGANIZATION RECOGNIZES THAT PART OF ITS MISSION IS TO ASSIST ITS MEMBERS WHO MAY BE IN DISTRESS OR OTHERWISE NEED ASSISTANCE. APPLICATIONS ARE TO BE MADE TO THE ORGANIZATION, WHO WILL REVIEW THE RECEIVED APPLICATIONS, APPLYING THE GUIDELINES LISTED BELOW. THE DECISIONS ARE MADE BY THE EXECUTIVE COMMITTEE ON A DISCRETIONARY BASIS. THE GUIDELINES FOR FINANCIAL ASSISTANCE ARE AS FOLLOWS: -THE APPLICANT MUST BE A MEMBER OF A LODGE IN GOOD STANDING. -THE APPLICANT MUST DEMONSTRATE FINANCIAL HARDSHIP AND URGENT NEED. THE APPLICANT MUST PROVIDE A WRITTEN ATTESTATION THAT THEY HAVE INSUFFICIENT CASH, RESOURCES, OR OTHER LIQUID ASSETS REASONABLY AVAILABLE TO SATISFY THEIR NEED DUE TO SUCH HARDSHIP. THE APPLICANT MUST DEMONSTRATE OR ATTEST TO THE FOLLOWING FACTORS THAT ARE APPLICABLE TO THEIR REQUEST: O THE APPLICANT DOES NOT AND WILL NOT HAVE THE FINANCIAL MEANS OR RESOURCES TO AFFORD THE REQUESTED RELIEF THEMSELVES IN THE NEXT THREE -SIX MONTHS. A COPY OF THE APPLICANT'S MOST RECENT TAX RETURN SHALL BE PROVIDED WITH THE APPLICATION; O THERE IS NO INSURANCE AVAILABLE TO COVER THE EXPENSE (E.G., PROPERTY DAMAGE, HAIL COVERAGE, ETC.); O THE APPLICANT'S NEED CANNOT BE PAID FOR BY ANOTHER ASSISTANCE PROGRAM SUCH AS: MEDICAID, THE LOW-INCOME HOME ENERGY ASSISTANCE PROGRAM, ETC.; O A REQUEST FOR FINANCIAL ASSISTANCE FOR MEDICAL CARE OR MEDICAL EQUIPMENT MUST BE MEDICALLY NECESSARY AND URGENT. THE MEDICAL EXPENSE MUST BE ONE THAT IS NOT REIMBURSED BY ANY HEALTH CARE COVERAGE OR OTHER INSURANCE; O THERE IS AN URGENT NEED TO PREVENT PENDING EVICTION FROM OR FORECLOSURE ON THE MORTGAGE OF THEIR PRIMARY RESIDENCE, OR ONGOING OR IMMEDIATE DAMAGE TO THE HOME; O THERE IS URGENT NEED TO MAKE THE PRIMARY RESIDENCE HABITABLE OR USABLE DUE TO DAMAGE AS A RESULT OF A NATURAL DISASTER DECLARED BY THE FEDERAL EMERGENCY MANAGEMENT AGENCY OR ITS SUCCESSOR (WHICH MEET CERTAIN REQUIREMENTS OF THE INTERNAL REVENUE CODE); O THERE IS URGENT NEED TO MAKE THE PRIMARY RESIDENCE HABITABLE OR USABLE DUE TO THE APPLICANT'S DISABILITY. -HAS THE APPLICANT PREVIOUSLY BEEN AWARDED FINANCIAL ASSISTANCE IN THE PAST? WERE THE FUNDS SPENT ACCORDING TO THE REQUEST? -HOW MANY LODGE OR FAMILY MEMBERS ARE BEING HELPED BY THE FINANCIAL ASSISTANCE? -WHAT CHANGES WILL BE AFFECTED IN THE LIFE OF THE LODGE MEMBER SERVED? -HOW ACTIVE HAS THE APPLICANT/LODGE MEMBER BEEN IN THEIR LODGE OR LODGE ACTIVITIES? -HAS THE APPLICANT PROVIDED THE ORGANIZATION WITH AT LEAST 3 BIDS FOR ANY WORK TO BE COMPLETED OR EQUIPMENT TO BE PURCHASED? -IS THERE AN OPTION TO MEET THE NEED WITH PARTIAL FUNDING OR BY PARTIALLY COMPLETING THE REQUEST? AN EXAMPLE WOULD BE WHETHER THE APPLICANT NEEDS A NEW ENTRYWAY AND A RAMP OR JUST A RAMP NOW. -HOW MANY OTHER APPLICATIONS FOR FINANCIAL ASSISTANCE HAS THE ORGANIZATION RECEIVED? -WHAT IS THE BUDGET AVAILABLE FOR FINANCIAL ASSISTANCE FOR THE YEAR? -ARE THERE ANY REASONS OR EXTENUATING CIRCUMSTANCES THE ORGANIZATION BELIEVES SUPPORTS A DECISION TO DEVIATE FROM THESE FACTORS TO GRANT OR DENY THE FINANCIAL ASSISTANCE REQUESTED? GRANTS TO DOMESTIC ORGANIZATIONS: THE ORGANIZATION ANNUALLY SUPPORTS ITS AFFILIATED 501(C)(3) ORGANIZATION, IOWA ODD FELLOWS AND ORPHANS HOME CORPORATION, THROUGH APPROPRIATIONS OF ENDOWMENT EARNINGS. IN ADDITION, REPRESENTATIVES MAY ALSO MAKE PROPOSALS FOR CHARITABLE DONATION TO OTHER 501(C)(3) ORGANIZATIONS. THESE PROPOSALS MUST BE VOTED AND APPROVED BY THE REPRESENTATIVES. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ARE A REQUIREMENT TO BE A FRATERNAL ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS FORM LOCAL LODGES SELECT INDIVIDUALS TO BE REPRESENTATIVES AT THE ANNUAL SESSION OF THE GRAND LODGE OF IOWA WHERE THEY ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE ORGANIZATION'S CONSTITUTION MUST BE APPROVED BY THE REPRESENTATIVES THAT WERE SELECETED BY THE MEMEBERS. FORM 990, PART VI, SECTION A, LINE 8B MINUTES ARE EVENTUALLY WRITTEN AND INCLUDED IN THE ANNUAL MEETING DOCUMENT AND A COPY IS FILED AT THE OFFICE. FORM 990, PART VI, SECTION B, LINE 10B THERE ARE NO WRITTEN POLICIES ON LOCAL LODGE ACTIVITIES, HOWEVER, THE ORGANIZATION REQUIRES THEM TO HOLD A MINIMUM OF TWO MEETINGS PER MONTH. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE GRAND SECRETARY PRIOR TO FILING. THE EXECUTIVE AND FINANCE COMMITTEES REVIEW THE 990 AFTER FILING. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC IOWA ODD FELLOWS HOUSING CORPORATION 1200 VALLEY WEST DR SUITE 108 WEST DES MOINES IA 50266 480818810 PROVIDE LOW RENT HOUSING FOR THE ELDERLY AND/OR HANDICAPPED. IA 501(C)(4) N/A 0 IOWA ODD FELLOWS AND ORPHANS HOME CORPORATION 1037 19TH STREET SW MASON CITY IA 50401 420818810 PROVIDE NURSING CARE, HOUSING, & LONG TERM CARE TO MEMBERS & THE GEN PUBLIC IA 501(C)(3) 9 N/A 0 IOOF MASON CITY HOUSING CORPORATION 1033 19TH STREET SW MASON CITY IA 50401 391877240 PROVIDE LOW RENT HOUSING FOR THE ELDERLY AND/OR HANDICAPPED. IA 501(C)(3) 9 N/A 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 IOWA ODD FELLOWS AND ORPHANS HOME CORPORATION B 400000 CASH PAID IOWA ODD FELLOWS AND ORPHANS HOME CORPORATION D 607475 CASH ADVANCED