2025-05-01T10:04:36-05:00 2024-06-30 471019942 CREATIVE PLANNING TAX LLC 220 PARK AVE S ST CLOUD MN 56301 990 2023-07-01 420327920 IND ORDER OF ODD FELLOWS GRAND LODGE INDO 5152764936 5850 OAKWOOD DR NW DES MOINES IA 50322 S SUE ZYLSTRA GRAND SECRETARY 5152764936 2025-04-07 1 0 MARIE A PRIMUS CPA P01272184 3202517010 2025-04-07 2023 2025-03-06 01:10:19Z MICHAEL GREENSLAUGH 5850 OAKWOOD DR NW DES MOINES IA 50322 1468891 0 0028 X N/A X 1846 IA PROMOTING THE GENERAL WELFARE OF THE ORDER OF THE ODD FELLOWS 7 6 4 6 0 0 11705 11278 0 89322 258215 181113 351094 -78496 621014 203217 606411 248700 0 0 114354 72197 0 0 0 287074 340445 1007839 661342 -386825 -458125 11911396 11190245 163253 159937 11748143 11030308 TO PROMOTE THE GENERAL WELFARE OF THE ORDER OF THE ODD FELLOWS, A NATIONAL FRATERNAL ORDER IN THE STATE OF IOWA, AND TO FURTHER THE CAUSE OF BENEVOLENCE AND CHARITY TO ITS MEMBERS AND THE GENERAL PUBLIC. 0 0 MEMBERSHIP SERVICE - THE ORGANIZATION WORKS TO PROMOTE THE GENERAL WELFARE OF THE ORDER OF ODD FELLOWS AND FURTHER THE CAUSE OF BENEVOLENCE AND CHARITY TO ITS MEMBERS AND THE GENERAL PUBLIC. NURSING HOME ASSISTANCE - THE ORGANIZATION PROVIDES FUNDING FOR NURSING HOME ASSISTANCE TO ITS RELATED ORGANIZATIONS IOWA ODD FELLOWS AND ORPHANS HOME CORPORATION (IOF AND OHC). THERE WAS NO FUNDING PROVIDED FOR NURSING HOME ASSISTANCE FOR THE YEAR ENDED JUNE 30, 2024. 0 0 0 0 0 0 0 0 1 1 1 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 1 1 1 0 1 0 0 4 1 0 0 0 0 0 0 0 0 X 7 6 1 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 S SUE ZYLSTRA GRAND SECRETARY 25.00 X X 29250 0 0 MARTIN ZYLSTRA GRAND TREASURER (THRU 10/19/23) 20.00 X X 33000 0 0 MICHAEL GREENSLAUGH GRAND MASTER 0.20 X X 0 0 0 MICHELLE HECKART GRAND TREASURER (BEG 2/17/24) 0.20 X X 0 0 0 ANDREW CECIL IMM. PAST GRAND MASTER 0.20 X X 0 0 0 SHIRLEY NATTRESS GRAND WARDEN 0.10 X 0 0 0 JAMI RAFTER DEPUTY GRAND MASTER 20.00 X 0 0 0 DUANE VINE SOVEREIGN GRAND LODGE REPRESENTATIVE 0.20 X 0 0 0 62250 0 0 0 0 0 0 0 10573 705 11278 EVENT FEES 561499 89322 89322 89322 467744 467744 153365 231929 -78564 -78564 -78564 747114 1033745 -286631 -286631 -286631 MISCELLANEOUS 561499 68 68 68 203217 89390 0 102549 222700 26000 58750 12249 1198 2213 16828 3834 34033 28209 199319 8693 4111 PRINTING EXPENSES 21896 OFFICERS AND COMMITTEE 19793 MISCELLANEOUS 1516 661342 126365 114674 551782 458454 135371 122042 413777 326629 363944 87148 6846507 7112405 3279952 2688047 607475 607475 11911396 11190245 7461 4145 155792 155792 163253 159937 X 8221635 7304148 3526508 3726160 11748143 11030308 11911396 11190245 -458125 -259710 0 X 1 X 0 1 0 3526508 199652 3726160 3437188 279320 190000 3526508 3548563 53817 165015 3437188 3557346 234490 243273 3548563 3472702 260 327497 243143 3557346 0.00000 1.00000 0.00000 1 0 413777 326629 87148 87148 13500 C REITS - VARIOUS 2674547 C 2688047 DUE FROM AFFLILIATES 607475 607475 FUNDS HELD IN TRUST 155792 155792 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 SOVEREIGN GRAND LODGE EDUCATIONAL FOUNDATION PO BOX 20455 WINSTONSALEM NC 27120 520363509 501(C)(8) 35000 0 GENERAL OPERATIONS THE TALBOT HOME FOR SOBER LIVING 810 TIMEA ST KEOKUK IA 52632 830588357 501(C)(3) 20000 0 GENERAL OPERATIONS CEDAR VALLEY ODD FELLOW LODGE #233 402 W 2ND ST CEDAR FALLS IA 50613 237595610 501(C)(8) 41065 0 BUILDING MAINTENANCE INDIANOLA ODD FELLOW LODGE #70 1202 S JEFFERSON ST INDIANOLA IA 50125 420328345 501(C)(8) 12000 0 BUILDING MAINTENANCE ARCTURUS ODD FELLOW LODGE #100 521 1/2 WASHINGTON AVE IOWA FALLS IA 50126 237146331 501(C)(8) 12000 0 BUILDING MAINTENANCE WINNESHIEK ODD FELLOW LODGE #58 326 WASHINGTON ST DECORAH IA 52101 237325622 501(C)(8) 10000 0 BUILDING MAINTENANCE VISUAL RESEACH FOUNDATION 422 NORTH TRADE STREET WINSTONSALEM NC 27101 520363509 501(C)(8) 10000 0 GENERAL OPERATIONS ODD FELLOW & REBEKAH ROSE FLOAT ORG PO BOX 2718 REDONDO BEACH CA 90278 237439904 501(C)(3) 10000 0 GENERAL OPERATIONS K-PLAY PLAYGROUND FOR ALL PO BOX 1233 KEOKUK IA 52632 473773032 501(C)(3) 50000 0 GENERAL OPERATIONS 3 6 SCHOLARSHIPS FOR CONTINUED EDUCATION OF FAMILY MEMBERS OF LODGE MEMBERS 13 26000 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 ORGANIZATION 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: -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; -THERE IS NO INSURANCE AVAILABLE TO COVER THE EXPENSE (E.G., PROPERTY DAMAGE, HAIL COVERAGE, ETC.); -THE APPLICANT'S NEED CANNOT BE PAID FOR BY ANOTHER ASSISTANCE PROGRAM SUCH AS: MEDICAID, THE LOW-INCOME HOME ENERGY ASSISTANCE PROGRAM, ETC.; -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; -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; -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); -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) AND 501(C)(8) ORGANIZATIONS. THESE PROPOSALS MUST BE VOTED AND APPROVED BY THE REPRESENTATIVES. FORM 990, PART VI, SECTION A, LINE 2 MARTIN ZYLSTRA, GRAND TREASURER & S. SUE ZYLSTRA, GRAND SECRETARY - FAMILY RELATIONSHIP 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 THERE ARE NO COMMITTEES WITH POWER TO ACT ON BEHALF OF THE BOARD. 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 1 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 1 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 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 IOWA ODD FELLOWS AND ORPHANS HOME CORPORATION D 607475 OUTSTANDING BALANCE