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Nonprofit · EIN 52-0363509

INDEPENDENT ORDER OF ODD FELLOWS

Also known as THE SOVEREIGN GRAND LODGE

Tax-exempt · WINSTON SALEM, NC 27101

Financials

$2.3M$1.6M2021$1.6M$1.4M2022$1.8M$1.4M2023
Revenue Expenses · by fiscal year end
Financials of INDEPENDENT ORDER OF ODD FELLOWS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2024990$1,800,279$1,399,070$401,209$19,843,681$576,565$19,267,116
August 31, 2023990$1,606,825$1,447,976$158,849$18,459,599$521,644$17,937,955
August 31, 2022990 (amended)$2,267,497$1,551,935$715,562$18,309,056$692,105$17,616,951
Financial details: 990 for the year ended August 31, 2024

Revenue

Contributions, gifts and grants
$1,099,225
Membership dues
$926,172
Program service revenue
$0
Investment income
$627,093
Net gain from sales of assets
$307,054
Net income from sales of inventory
$32,106
Other revenue
$73,961

Expenses

Grants and similar amounts paid
$167,787
Compensation of officers, directors and key employees
$71,403
Other salaries and wages
$224,415
Salaries, compensation and benefits (total)
$372,563
Professional fundraising fees
$0
Accounting fees
$9,330
Occupancy
$12,663
Depreciation
$42,092

Balance sheet and other

Total assets, start of year
$18,459,599
Total assets, end of year
$19,843,681
Total liabilities, end of year
$576,565
Net assets, end of year
$19,267,116
Land, buildings and equipment
$618,946
Publicly traded securities
$12,462,867
Net assets without donor restrictions
$13,456,491
Net assets with donor restrictions
$5,810,625
Gross receipts
$1,922,993
Employees
6
Volunteers
0
Year formed
2015
State of legal domicile
NC

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended August 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Terry L BarrettSOV Grand Secretary
Trustee or director, Officer
40$63,903
Harrell D Ward JrSOV Grand Treasurer
Trustee or director, Officer
10$7,500
Thomas J CalabreseSOV Grand Warden
Trustee or director, Officer
10$0
Michelle L HeckardtPast SOV Grand Master
Trustee or director, Officer
5$0
John S Cupp JrSOV Grand Master
Trustee or director, Officer
10$0
Gerald W WorkmanDep SOV Grand Master
Trustee or director, Officer
10$0
990 for the year ended August 31, 2023: 6 people
NameTitleHours / weekCompensation
TERRY L BARRETTSOV GRAND SE
Trustee or director, Officer
40$61,388
HARRELL D WARD JRSOV GRAND TR
Trustee or director, Officer
10$7,225
THOMAS J CALABRESESOV GR WARDE
Trustee or director, Officer
10$0
MICHELLE L HECKARDTPAST SOV GR
Trustee or director, Officer
5$0
JOHN S CUPP JRSOV GRAND MA
Trustee or director, Officer
10$0
GERALD W WORKMANDEP SOV GR M
Trustee or director, Officer
10$0
990 for the year ended August 31, 2022: 6 people
NameTitleHours / weekCompensation
TERRY L BARRETTSOV GRAND SE
Trustee or director, Officer
40$59,275
HARRELL D WARD JRSOV GRAND TR
Trustee or director, Officer
5$7,000
MICHELLE L HECKARDTSOV GRAND MA
Trustee or director, Officer
2$0
JOHN S CUPP JRDEP SOV GR M
Trustee or director, Officer
2$0
CHARLES E LUSKPAST SOV GR
Trustee or director, Officer
2$0
GERALD W WORKMANSOVEREIGN GR
Trustee or director, Officer
2$0

Address and contacts

Address (IRS master file)
422 N TRADE ST, WINSTON SALEM, NC 27101-2830
In care of
% TERRY L BARRETT
Mailing address (990-N for 2013)
Route 1 Box 27A, Ewing VA 24248
Principal officer (990 for 2023)
Terry L Barrett, 422 Trade Street, Winston Salem, NC 271012830
Principal officer (990-N for 2013)
Shirley Howard, Route 1 Box 27A, Ewing VA 24248
Signed the 990
Terry L Barrett, SOV Grand Secretary
Phone
(336) 725-5955
Return prepared by
EDWARDS FALLS RENEGAR PLLC

Mission

To provide benefits to members under the lodge system and to improve and elevate the character of members through friendship, love and truth.

990 for the year ended August 31, 2024

Program accomplishments

  • To provide benefits to members under the lodge system and to improve and elevate the character of members through friendship, love and truth.
    Expenses $1,374,864

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026Not on file
2023August 31, 2024January 15, 2025990 on file

IRS record

EIN
52-0363509
Tax-exempt status
501(c)(8): Fraternal beneficiary society
Donations deductible (Pub 78)
Organization other than a public charity or private foundation; Group exemption; Fraternal lodge, deductible only for charitable purposes
Exempt since
1940
Accounting year ends
August
Files
Form 990 or 990-EZ
Group exemption
0028 (758 member organizations)
Assets (IRS master file)
$19,843,681
Income (IRS master file)
$1,922,993

Filing history

FormYear endedRevenueExpensesAssetsReturn
990August 2024$1,800,279$1,399,070$19,843,681XML
990August 2023$1,606,825$1,447,976$18,459,599XML
990August 2022$2,267,497$1,551,935$18,309,056XML
990August 2021$2,319,443$1,132,631$18,666,497IRS
990August 2020–––IRS
990August 2018–––IRS
990-N for 2013
Officer: Shirley Howard
August 31, 2014≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-0363509).

Questions about INDEPENDENT ORDER OF ODD FELLOWS

What is the EIN of INDEPENDENT ORDER OF ODD FELLOWS?
The employer identification number (EIN) of INDEPENDENT ORDER OF ODD FELLOWS is 52-0363509.
Is INDEPENDENT ORDER OF ODD FELLOWS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(8) since 1940.
Are donations to INDEPENDENT ORDER OF ODD FELLOWS tax-deductible?
Yes. It is listed in IRS Publication 78 (Organization other than a public charity or private foundation; Group exemption; Fraternal lodge, deductible only for charitable purposes).
Which annual return does INDEPENDENT ORDER OF ODD FELLOWS file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of INDEPENDENT ORDER OF ODD FELLOWS due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did INDEPENDENT ORDER OF ODD FELLOWS last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended August 2024.
Who is the principal officer of INDEPENDENT ORDER OF ODD FELLOWS?
The 990 for the year ended August 31, 2024 names Terry L Barrett.
Who are the officers and directors of INDEPENDENT ORDER OF ODD FELLOWS?
The 990 for the year ended August 31, 2024 lists 6 people; 2 received compensation from the organization, the highest $63,903 (Terry L Barrett, SOV Grand Secretary).
How much revenue does INDEPENDENT ORDER OF ODD FELLOWS have?
On its 990 for the year ended August 31, 2024 it reported revenue of $1,800,279, expenses of $1,399,070 and total assets of $19,843,681 at year end.

Organizations in its group exemption (758)

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