Independent Order Of Odd Fellows, Odd Fellows Cemetery Assc Santa Ros in Santa Rosa, California (CA)

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Independent Order Of Odd Fellows, Odd Fellows Cemetery Assc Santa Ros
Employer Identification Number (EIN)940729614
Name of OrganizationIndependent Order Of Odd Fellows
Secondary NameOdd Fellows Cemetery Assc Santa Ros
In Care of NameLaura Neisius
AddressPO BOX 998, Santa Rosa, CA 95402-0998
ActivitiesFraternity or sorority
SubsectionFraternal Beneficiary Society, Order or Association
Ruling Date05/1962
DeductibilityContributions are deductible
FoundationAll organizations except 501(c)(3)
OrganizationAssociation
Exempt Organization StatusUnconditional Exemption
Tax Period10/2013
Assets$10,000,000 to $49,999,999
Income$5,000,000 to $9,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$11,613,537
Amount of Income$7,487,514
Form 990 Revenue Amount$1,691,054


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Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?NoNo
Is the organization required to complete Schedule B, Schedule of Contributors?NoNo
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?NoNo
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?YesYes
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?YesYes
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoNo
Did the organization report an amount for other liabilities?YesYes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?NoNo
Did the organization obtain separate, independent audited financial statements for the tax year?YesYes
Was the organization included in consolidated, independent audited financial statements for the tax year?NoNo
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?NoNo
Did the organization report more than $15,000 total of fundraising event gross income and contributions?NoNo
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?NoNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?YesYes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?NoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNo
A family member of a current or former officer, director, trustee, or key employee?NoNo
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?NoNo
Did the organization receive more than $25,000 in non-cash contributions?NoNo
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?NoNo
Was the organization related to any tax-exempt or taxable entity?YesYes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?YesYes
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 109699
The number of Forms W-2G00
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?YesYes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return2019
Did the organization file all required federal employment tax returns?YesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?YesYesYes
Has it filed a Form 990-T for this year?YesYes
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?NoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?NoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNo
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?NoNo
Did the organization notify the donor of the value of the goods or services provided?NoNo
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$93,502$88,778
Total reportable compensation from related organizations$90,136$117,221
Total estimated amount of other compensation from the organization and related organizations$7,750$0
Total number of individuals who received more than $100,000 of reportable compensation from the organization00
Total number of independent contractors who received more than $100,000 of compensation from the organization00
Statement of Revenue
201120122013
Total revenue$1,890,203$1,709,897$1,691,054
Contributions, Gifts, Grants and Other Similar Amounts$13,326$3,643$0
Program Service Revenue$0$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$264,792$221,906$417,638
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$0$0$0
Net rental income$337,548$334,580$337,546
Gross rents (Real / Personal)$337,548 / $0$334,580 / $0$337,546 / $0
Less: rental expenses (Real / Personal)$0 / $0$0 / $0$0 / $0
Rental income or (loss) (Real / Personal)$337,548 / $0$334,580 / $0$337,546 / $0
Net gain/loss from sales of assets other than inventory$88,629$0$-311,273
Gross amount from sales of assets other than inventory (Securities / Other)$1,579,186 / $0$0 / $0$5,174,972 / $0
Less: cost or other basis and sales expenses (Securities / Other)$1,490,557 / $0$0 / $0$5,486,245 / $0
Gain or (loss) (Securities / Other)$88,629 / $0$0 / $0$-311,273 / $0
Net income/loss from fundraising events$0$0$0
Net income/loss from gaming activities$0$0$0
Net income/loss from sales of inventory$1,181,361$1,104,078$1,145,285
Gross sales of inventory, less returns and allowances$1,483,177$1,379,074$1,455,500
Less: cost of goods sold$301,816$274,996$310,215
Miscellaneous Revenue$4,547$45,690$101,858
900099$45,690$93,393
900099$0$8,465
All other revenue$0$0
Statement of Functional Expenses
201120122013
Total functional expenses$1,837,797$1,793,479$1,456,739
Grants and other assistance to domestic organizations and domestic governments$0$0
Grants and other assistance to domestic individuals$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$93,702$95,502$88,778
Compensation not included above, to disqualified persons$0$0
Other salaries and wages$691,251$679,226$694,933
Pension plan accruals and contributions$0$1,624
Other employee benefits$2,052$1,723
Payroll taxes$68,340$64,109$82,888
Fees for services (non-employees)
Management$0$0
Legal$0$14,695
Accounting$10,600$0
Lobbying$0$0
Professional fundraising services$0$0$0
Investment management fees$0$0
Other$0$19,666
Advertising and promotion$77,647$46,201
Office expenses$0$0
Information technology$0$5,262
Royalties$0$0
Occupancy$0$0
Travel$0$0
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$0$0
Interest$138,434$121,745
Payments to affiliates$0$0
Depreciation, depletion, and amortization$143,711$147,391
Insurance$175,844$178,460
Other expenses$17,338$20,230
Other expenses$190,820$88,877
Other expenses$40,660$42,664
Other expenses$25,789$29,870
Other expenses$131,747$-128,268
Balance Sheet
201120122013
Total assets$11,187,689$11,200,393$11,613,537
Cash - non-interest-bearing$228,291$311,694
Savings and temporary cash investments$0$0
Pledges and grants receivable, net$0$0
Accounts receivable, net$255,316$252,727
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$0$0
Inventories for sale or use$1,884,094$1,817,165
Prepaid expenses and deferred charges$0$0
Land, buildings, and equipment: cost or other basis$2,926,652$3,070,749
Investments - publicly traded securities$0$0
Investments - other securities$5,869,965$6,125,949
Investments - program-related$0$0
Intangible assets$16,793$15,602
Other assets$19,282$19,651
Total liabilities$5,190,027$5,238,065$5,412,712
Accounts payable and accrued expenses$122,435$156,550
Grants payable$0$0
Deferred revenue$3,209,166$3,461,635
Tax-exempt bond liabilities$0$0$0
Escrow or custodial account liability$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$0$0$0
Unsecured notes and loans payable to unrelated third parties$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$1,906,464$1,794,527
Total net assets or fund balances$5,997,662$5,962,328$6,200,825
Unrestricted net assets$2,924,295$3,158,611
Temporarily restricted net assets$-32,569$132,979
Permanently restricted net assets$3,070,602$2,909,235
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:Not provided
Number of organizations supported0
Sum of amounts of support$0
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Other organizations in California
IdNameAddressStateEstablishedTotal Income
1Independent Order Of Odd Fellows, 7 Auburn LodgePO BOX 4, Auburn, CA 95604-0004CA1962-05$52,783
2Independent Order Of Odd Fellows, 70 Cupertino LodgePO BOX 6, Cupertino, CA 95015-0006CA1962-05$68,012
3Independent Order Of Odd Fellows, 71 Bay City Lodge26 7th St, San Francisco, CA 94103-1508CA1962-05$35,016
4Independent Order Of Odd Fellows, 83 Vacaville LodgePO BOX 5241, Vacaville, CA 95696-5241CA1962-05$63,213
5Independent Order Of Odd Fellows, 94 Four Creeks LodgePO BOX 1228, Visalia, CA 93279-1228CA1962-05$58,017
6Independent Order Of Odd FellowsPo Box 3912, Santa Cruz, CA 95061CA1962-05$62,503
7Independent Order Of Odd Fellows, Alisal Lodge 1631927 Ocean Street Ext, Santa Cruz, CA 95060-1722CA1972-11$657,701
8Independent Order Of Odd Fellows330 4th St, Holister, CA 95023CA1972-11$12,945
9Independent Order Of Odd Fellows, Hall Association Of San Francisco26 7th St, San Francisco, CA 94103-1508CA1962-05$465,033
10Independent Order Of Odd FellowsPo Box 116, Georgetown, CA 95634CA1962-05$0
11Independent Order Of Odd Fellows, Odd Fellows Cemetery Assc Santa RosPO BOX 998, Santa Rosa, CA 95402-0998CA1962-05$7,487,514
12Independent Paths To Learning, Pathways Charter School150 Professional Center Dr Ste C, Rohnert Park, CA 94928-2148CA2003-05$3,479,430
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14Independent Pharmacists Association11125 Texas River Ct, Rncho Cordova, CA 95670-2819CA1966-01$118,018
15Independent Pool & Spa Service AssoPO BOX 1617, Rocklin, CA 95677-7617CA1998-02$1,606,263
16Independent Press Association100 Pine St Ste 475, San Francisco, CA 94111-5120CA1998-03$3,325,866
17Independent Producers Association10203 Santa Monica Blvd 5th Flr, Los Angeles, CA 90067-6405CA1996-03$3,549
18Independent Refiners Association Of California Inc11355 West Olympic Blvd, Los Angeles, CA 90064-1631CA1942-08$0
19Independent Resident Council Of Piedmont Gardens110 41st St, Oakland, CA 94611-5250CA1997-12$135,204
20Independent Roofing Contractors Of California Inc1408 W Main St Ste D, Ripon, CA 95366-3013CA1988-12$364,862
20 biggest affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
CentralIndependent Order Of Odd FellowsRoute 1 Box 27a, Ewing, VA 24248VA1940-07$1,979,179
SubordinateIndependent Order Of Odd Fellows, Washington Gd Ldg & State Ldg No S1PO BOX 377, Buckley, WA 98321-0377WA1962-05$13,288,943
SubordinateIndependent Order Of Odd Fellows, 1 Of & Reb Nursing Home Inc104 Old Niagara Rd, Lockport, NY 14094-1500NY1962-05$12,442,760
SubordinateIndependent Order Of Odd Fellows, Meadows Of Napa Valley1800 Atrium Pkwy, Napa, CA 94559-4837CA1962-05$10,186,492
SubordinateIndependent Order Of Odd Fellows, 4 Ca Gl & Gene J Bianchi14414 Oak St Ste B, Saratoga, CA 95070-6186CA1962-05$9,406,307
SubordinateIndependent Order Of Odd Fellows, 5 Home Ldg3440 W 2nd Ave, Corsicana, TX 75110-2414TX1962-05$8,590,132
SubordinateIndependent Order Of Odd Fellows, Ioof Home Oh404 E Mccreight Ave, Springfield, OH 45503-3653OH1962-05$4,074,521
SubordinateIndependent Order Of Odd Fellow Odd Fellow-Rebekah Housing Inc, Odd Fellow-Rebekah Housing Inc845 Wyatt Ave, Lincoln, IL 62656IL1962-05$2,705,214
SubordinateIndependent Order Of Odd Fellows, Of Home Of Or3102 Se Holgate Blvd, Portland, OR 97202-3416OR1962-05$2,393,903
SubordinateIndependent Order Of Odd Fellows, Of Home 1 501 C3600 Elmwood Ave, Lynchburg, VA 24503-4414VA1962-05$1,598,629
SubordinateIndependent Order Of Odd Fellows296 Ioof Ave, Gilroy, CA 95021CA1940-07$1,575,415
SubordinateIndependent Order Of Odd Fellows, 1 Arizona Of Reb Housing Inc1215 E Vista Cir, Globe, AZ 85501-1537AZ1962-05$1,363,328
SubordinateIndependent Order Of Odd Fellows, The Of And Reb Home Of Nd1107 Walnut St E, Devils Lake, ND 58301-3240ND1962-05$1,154,683
SubordinateIndependent Order Of Odd Fellows, 217 Kearsarge LodgePO BOX 704, Marblehead, MA 01945-0704MA1962-05$745,555
SubordinateIndependent Order Of Odd Fellows320 E Market, Havana, IL 62644IL1962-05$732,779
SubordinateIndependent Order Of Odd Fellows, Alisal Lodge 1631927 Ocean Street Ext, Santa Cruz, CA 95060-1722CA1972-11$657,701
SubordinateIndependent Order Of Odd Fellows, Maine-Ra24 Nealley St, So Berwick, ME 03908-1316ME1962-05$647,714
SubordinateIndependent Order Of Odd Fellows, Gd Ldg S Dakota & 0 Juris Ld1140 N Main St Ste 15, Spearfish, SD 57783-1553SD1962-05$462,096
SubordinateIndependent Order Of Odd Fellows, 1 Excelsior Lodge & Pu Ulu Hana Uyg1134 1st Ave, Honolulu, HI 96816-5802HI1962-05$451,878
SubordinateIndependent Order Of Odd Fellows, 5 St Louis Lodge3765 Lindell Blvd, St Louis, MO 63108-3411MO1962-05$361,735
Number of affiliated organizations
Alaska2
Alabama49
Arkansas33
Arizona36
California363
Colorado130
Connecticut34
District of Columbia18
Delaware33
Florida65
Georgia44
Hawaii6
Iowa130
Idaho90
Illinois177
Indiana147
Kansas113
Kentucky91
Louisiana26
Massachusetts78
Maryland67
Maine109
Michigan162
Minnesota65
Missouri156
Mississippi25
Montana53
North Carolina51
North Dakota22
Nebraska89
New Hampshire80
New Jersey63
New Mexico51
Nevada28
New York205
Ohio180
Oklahoma111
Oregon153
Pennsylvania196
Rhode Island25
South Carolina22
South Dakota50
Tennessee41
Texas152
Utah30
Virginia155
Vermont28
Washington148
Wisconsin74
West Virginia156
Wyoming76
International3
Total4,491

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