Independent Order Of Odd Fellows, 5 Home Ldg in Corsicana, Texas (TX)

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Independent Order Of Odd Fellows, 5 Home Ldg
Employer Identification Number (EIN)750354561
Name of OrganizationIndependent Order Of Odd Fellows
Secondary Name5 Home Ldg
In Care of NameJames Daniel
Address3440 W 2nd Ave, Corsicana, TX 75110-2414
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 Period03/2014
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$22,944,013
Amount of Income$8,590,132
Form 990 Revenue Amount$7,319,738
National Taxonomy of Exempt Entities (NTEE)Mutual/Membership Benefit Organizations, Other:


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Amount of income in 2014: $8,590,132
This organization: 

 $8,590,132
Other organizations performing similar types of work: 

 $639,893

Assets in 2014: $22,944,013
This organization: 

 $22,944,013
Other organizations performing similar types of work: 

 $1,368,093

Expenses in 2014: $7,483,131
This organization: 

 $7,483,131
Other organizations performing similar types of work: 

 $324,076

Income to expenses ratio in 2014: 1.1
Independent Order Of Odd Fellows, 5 Home Ldg: 

 1.1
Other organizations performing similar types of work: 

 1.3

Number of employees in 2014: 257
Independent Order Of Odd Fellows, 5 Home Ldg: 

 257
Other organizations performing similar types of work: 

 9

Grants share in income in 2014: 0.8%
Independent Order Of Odd Fellows, 5 Home Ldg: 

 0.8%
Other organizations performing similar types of work: 

 1.2%

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Functional expenses for 2014

Checklist
201220132014
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?NoNoNo
Is the organization required to complete Schedule B, Schedule of Contributors?NoNoNo
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?NoNoNo
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?NoNoNo
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?NoNoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNoNo
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?NoNoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?NoNoNo
Did the organization report an amount for land, buildings, and equipment?NoYesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?NoNoNo
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoYesYes
Did the organization report an amount for other liabilities?NoYesYes
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)?NoNoNo
Did the organization obtain separate, independent audited financial statements for the tax year?NoNoNo
Was the organization included in consolidated, independent audited financial statements for the tax year?NoNoNo
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNoNo
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?NoNoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?NoNoNo
Did the organization report more than $15,000 total of fundraising event gross income and contributions?NoNoNo
Did the organization report more than $15,000 of gross income from gaming activities?NoNoNo
Did the organization operate one or more hospital facilities?NoNoNo
Did the organization attach a copy of its audited financial statements?NoNoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?NoNoNo
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?NoNoNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?NoNoNo
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?NoNoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNoNo
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?NoNoNo
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?NoNoNo
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?NoNoNo
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?NoNoNo
A family member of a current or former officer, director, trustee, or key employee?NoNoNo
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?NoNoNo
Did the organization receive more than $25,000 in non-cash contributions?NoNoNo
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?NoNoNo
Was the organization related to any tax-exempt or taxable entity?NoNoNo
Did the organization have a controlled entity within the meaning of section 512(b)(13)?NoNoNo
Did the organization make any transfers to an exempt non-charitable related organization?NoNoNo
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?NoNoNo
Statements Regarding Other IRS Filings and Tax Compliance
2011201220132014
The number reported in Box 3 of Form 109603838
The number of Forms W-2G000
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?YesNoNo
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 return125257257
Did the organization file all required federal employment tax returns?YesYesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?YesNoYesYes
Has it filed a Form 990-T for this year?NoNoNo
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)?NoNoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNoNo
Did the organization file Form 8886-T?NoNoNo
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?NoNoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNoNo
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?NoNoNo
Did the organization notify the donor of the value of the goods or services provided?NoNoNo
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNoNo
Initiation fees and capital contributions$0$0$0$0
Gross receipts for public use of club facilities $0$0$0$0
Gross income from members or shareholders$0$0$0$0
Gross income from other sources$0$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNoNo
The amount of tax-exempt interest received or accrued during the year$0$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNoNo
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$0
The amount of reserves on hand$0$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNoNo
Has it filed a Form 720 to report these payments?NoNoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
201220132014
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$303,963$190,807$38,883
Total reportable compensation from related organizations$0$0$0
Total estimated amount of other compensation from the organization and related organizations$0$0$0
Total number of individuals who received more than $100,000 of reportable compensation from the organization000
Total number of independent contractors who received more than $100,000 of compensation from the organization000
Statement of Revenue
2011201220132014
Total revenue$6,871,978$6,473,844$6,566,566$7,319,738
Contributions, Gifts, Grants and Other Similar Amounts$45,950$295,252$118,448$57,879
Program Service Revenue$5,307,922$4,521,181$5,907,170$6,340,558
0$1,677,752$766,245$290,178
0$1,666,966$1,949,653$5,359,419
0$834,100$2,863,930$690,961
All other program service revenue$0$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$566,948$816,818$498,016$623,505
Income from investment of tax-exempt bond proceeds$0$0$0$0
Royalties$0$0$0$0
Net rental loss$157,083$39,270$-843,631$-878,567
Gross rents (Real / Personal)$171,606 / $0$39,270 / $0$338,545 / $0$254,271 / $0
Less: rental expenses (Real / Personal)$14,523 / $0$0 / $0$1,182,176 / $0$1,132,838 / $0
Rental income or (loss) (Real / Personal)$157,083 / $0$39,270 / $0$-843,631 / $0$-878,567 / $0
Net gain/loss from sales of assets other than inventory$0$85,000$0$167,760
Gross amount from sales of assets other than inventory (Securities / Other)$0 / $0$0 / $85,000$0 / $0$0 / $323,788
Less: cost or other basis and sales expenses (Securities / Other)$0 / $0$0 / $0$0 / $0$0 / $156,028
Gain or (loss) (Securities / Other)$0 / $0$0 / $85,000$0 / $0$0 / $167,760
Net income/loss from fundraising events$0$0$0$0
Net income/loss from gaming activities$0$0$0$0
Net income/loss from sales of inventory$1,061$7,064$6,189$22,993
Gross sales of inventory, less returns and allowances$5,856$7,064$6,189$4,521
Less: cost of goods sold$4,795$0$0$-18,472
Miscellaneous Revenue$793,014$709,259$880,374$985,610
0$527,206$278,489$576,500
0$174,547$31,250$198,837
0$7,506$542,200$160,933
All other revenue$0$28,435$49,340
Statement of Functional Expenses
2011201220132014
Total functional expenses$7,242,060$7,338,575$7,262,517$7,483,131
Grants and other assistance to domestic organizations and domestic governments$0$0$0
Grants and other assistance to domestic individuals$0$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0$0
Benefits paid to or for members$0$0$0
Compensation of current officers, directors, trustees, and key employees$190,517$303,963$130,043$38,883
Compensation not included above, to disqualified persons$0$0$0
Other salaries and wages$331,787$2,949,333$3,154,290$3,234,790
Pension plan accruals and contributions$0$0$0
Other employee benefits$0$0$0
Payroll taxes$35,172$41,299$37,370$269,141
Fees for services (non-employees)
Management$0$0$0
Legal$3,000$0$0
Accounting$12,000$15,671$22,029
Lobbying$0$0$0
Professional fundraising services$0$0$0$0
Investment management fees$0$0$0
Other$0$23,442$0
Advertising and promotion$39,239$30,929$31,249
Office expenses$332,577$61,043$0
Information technology$0$0$0
Royalties$0$0$0
Occupancy$210,753$586,344$438,273
Travel$878$2,970$7,831
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0$0
Conferences, conventions, and meetings$1,551$361$6,328
Interest$269,442$229,933$188,354
Payments to affiliates$0$0$0
Depreciation, depletion, and amortization$141,556$264,057$272,317
Insurance$415,747$0$100,915
Other expenses$599,178$353,457$1,020,678
Other expenses$553,879$368,770$576,867
Other expenses$379,466$545,529$413,407
Other expenses$321,679$714,237$363,976
Other expenses$0$744,071$498,093
Balance Sheet
2011201220132014
Total assets$18,489,423$24,863,716$24,142,377$22,944,013
Cash - non-interest-bearing$0$757,960$766,705
Savings and temporary cash investments$948,921$0$0
Pledges and grants receivable, net$0$0$0
Accounts receivable, net$514,856$904,616$1,172,769
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$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$0
Notes and loans receivable, net$224,910$219,008$222,048
Inventories for sale or use$24,442$0$24,442
Prepaid expenses and deferred charges$0$0$0
Land, buildings, and equipment: cost or other basis$15,551,284$14,305,444$13,516,714
Investments - publicly traded securities$6,821,032$5,645,350$5,250,003
Investments - other securities$0$20,000$20,000
Investments - program-related$0$0$0
Intangible assets$0$6,285$4,201
Other assets$778,271$2,283,714$1,967,131
Total liabilities$6,062,543$10,990,459$11,424,643$10,912,194
Accounts payable and accrued expenses$45,215$65,910$363,620
Grants payable$0$0$0
Deferred revenue$0$0$0
Tax-exempt bond liabilities$0$0$0$0
Escrow or custodial account liability$0$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0$0
Secured mortgages and notes payable to unrelated third parties$5,406,223$10,218,492$10,673,240$10,086,492
Unsecured notes and loans payable to unrelated third parties$0$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$72,651$685,493$462,082
Total net assets or fund balances$12,426,880$13,873,257$12,717,734$12,031,819
Unrestricted net assets$1,185,400$490,850$-2,620,026
Temporarily restricted net assets$767,364$767,362$3,174,311
Permanently restricted net assets$11,920,493$11,459,522$11,477,534
Capital stock or trust principal, or current funds$0$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0$0
Reason for Public Charity Status (for 2014)
The organization is not a private foundation because it is:Not provided
Number of organizations supported0
Sum of amounts of support$0
Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220062007
Total revenue$4,137,006$4,873,218$4,639,137$6,961,072$7,061,255
Contributions, gifts, grants, and similar amounts received$866,539$471,966$142,151$26,643$15,109
Contributions to donor advised funds$0$0
Direct public support$866,539$471,966$142,151$26,643$15,109
Indirect public support$0$0$0$0$0
Government contributions (grants)$0$0$0$0$0
Program service revenue including government fees and contracts$2,614,713$3,650,891$3,799,033$5,753,145$5,966,356
Membership dues and assessments$39,782$29,597$44,511$36,329$36,305
Interest on savings and temporary cash investments$178,291$29$201,560$0$0
Dividends and interest from securities$6,024$220,949$5,391$406,755$563,515
Net rental income or (loss)$96,738$104,701$45,650$34,300$34,000
Gross rents$96,738$104,701$45,650$34,300$34,000
Less: rental expenses$0$0$0$0$0
Other investment income$119,583$49,095$98,919$0$0
Gain or (loss) from sales of assets other than inventory$30,057$65,187$27,064$37,601$38,094
Gross amount from sales of assets other than inventory$30,057$65,187$27,064$37,601$38,094
Less: cost or other basis and sales expenses$0$0$0$0$0
Net income or (loss) from special events and activities$0$0$0$0$0
Gross revenue$0$0$0$0$0
Less: direct expenses other than fundraising expenses$0$0$0$0$0
Gross profit or (loss) from sales of inventory$4,988$7,199$4,768$7,981$5,579
Gross sales of inventory, less returns and allowances$4,988$7,199$4,768$7,981$5,579
Less: cost of goods sold$0$0$0$0$0
Other revenue$180,291$273,604$270,090$658,318$402,297
Total expenses$3,621,722$4,262,824$4,171,732$5,546,120$5,612,638
Program services$0$0$0$0$0
Management and general$0$0$0$0$0
Fundraising$0$0$0$0$0
Payments to affiliates$0$0$0$16,871$18,038
Net assets or fund balances at end of year$3,742,279$4,352,673$4,821,114$8,781,095$10,677,393
Excess or (deficit) for the year$515,284$610,394$467,405$1,414,952$1,448,617
Net assets or fund balances at beginning of year$3,066,291$3,742,279$4,352,673$7,367,924$9,314,567
Other changes in net assets or fund balances$160,704$0$1,036$-1,781$-85,791
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$5,594,600$0$0$0
Grants paid from donor advised funds$0
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$0$0$0$0
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$393,381$0$0$0
Pension plan contributions not included above$0$0$0$0
Employee benefits not included above$0$0$0$0
Payroll taxes$17,515$0$0$0
Professional fundraising fees$0$0$0$0
Accounting fees$0$0$0$0
Legal fees$0$0$0$0
Supplies$173,301$0$0$0
Telephone$0$0$0$0
Postage and shipping$0$0$0$0
Occupancy$425,130$0$0$0
Equipment rental and maintenance$0$0$0$0
Printing and publications$0$0$0$0
Travel$5,008$0$0$0
Conferences, conventions, and meetings$6,192$0$0$0
Interest$71,327$0$0$0
Depreciation, depletion, etc.$142,849$0$0$0
Other expenses not covered above$4,359,897$0$0$0
Balance Sheets
20002001200220062007
Total assets$6,771,011$7,657,308$7,778,987$11,038,611$12,681,167
Cash - non-interest-bearing$316,540$453,601$328,486$0$0
Savings and temporary cash investments$1,434,198$1,529,780$1,051,447$1,666,677$1,843,340
Accounts receivable less allowance for doubtful accounts$532,962$507,838$926,034$1,615,839$1,282,867
Pledges receivable less allowance for doubtful accounts$0$0$0$0$0
Grants receivable$0$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$522,965$514,894$481,448$402,245$409,384
Inventories for sale or use$24,442$24,442$24,442$24,442$24,442
Prepaid expenses and deferred charges$0$0$0$128,971$169,241
Investments - publicly-traded securities$275,876$288,978
Investments - other securities$213,877$162,353$127,613$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0$0$0
Investments - other$822,233$1,458,418$1,785,694$4,187,887$4,815,549
Land, buildings, and equipment less accumulated depreciation$2,887,987$2,991,765$3,040,643$2,727,634$2,830,145
Other assets, including program-related investments$15,807$14,217$13,180$9,040$1,017,221
Total liabilities$3,028,732$3,304,635$2,957,873$2,257,516$2,003,774
Accounts payable and accrued expenses$456,091$692,517$391,775$165,673$185,190
Grants payable$0$0$0$0$0
Deferred revenue$0$0$0$0$0
Loans from officers, directors, trustees, and key employees$0$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0$0
Mortgages and other notes payable$2,572,174$2,611,653$2,512,765$1,304,070$927,534
Other liabilities$467$465$53,333$787,773$891,050
Total liabilities and net assets/fund balances$6,771,011$7,657,308$7,778,987$11,038,611$12,681,167
Total net assets or fund balances$3,742,279$4,352,673$4,821,114$8,781,095$10,677,393
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220062007
Total revenue$4,137,006$4,873,218$4,639,137$6,961,072$7,061,255
Total revenue, gains, and other support per audited financial statements$4,137,006$4,873,218$4,639,137$6,961,072$7,061,255
Other expenses$0$0$0$0$0
Net unrealized gains on investments$0$0$0$0$0
Donated services and use of facilities$0$0$0$0$0
Recoveries of prior year grants$0$0$0$0$0
Other$0$0$0$0$0
Other revenue$0$0$0$0$0
Investment expenses$0$0$0$0$0
Other$0$0$0$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220062007
Total expenses$3,619,692$4,261,316$4,170,696$5,404,291$5,469,790
Total expenses and losses per audited financial statements$3,619,692$4,261,316$4,170,696$5,404,291$5,469,790
Other revenue$0$0$0$0$0
Donated services and use of facilities$0$0$0$0$0
Prior year adjustments$0$0$0$0$0
Losses$0$0$0$0$0
Other$0$0$0$0$0
Other expenses$0$0$0$0$0
Investment expenses$0$0$0$0$0
Other$0$0$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings13
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?Yes
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?No
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 20060
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$39,579$7,006,567
Program service revenue
Program service revenue 1000000$000$0$1,181,501
Program service revenue 2000000$000$0$451,692
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$4,333,163
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$36,305
Interest on savings and temporary cash investments000000$000$0$0
Dividends and interest from securities000000$000$0$563,515
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$0Section 501(c)(3) organization - Income from an activity carried on primarily for the convenience of the organization's members, students, patients, visitors, officers, or employees (hospital parking lot or museum cafeteria, for example) (section 513(a)(2))$34,000$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$000$0$38,094
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$0Section 501(c)(3) organization - Income from an activity carried on primarily for the convenience of the organization's members, students, patients, visitors, officers, or employees (hospital parking lot or museum cafeteria, for example) (section 513(a)(2))$5,579$0
Other revenue000000$000$0$402,297
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization maintain any donor advised funds?
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it is
Support Schedule
19992000200120052006
Total$0$0$0$0$0
Gifts, grants, and contributions received$0$0$0$0$0
Membership fees received$0$0$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0$0$0$0$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$0$0$0$0$0
Net income from unrelated business activities not included above$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0
Other income$0$0$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
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Organizations performing similar types of work
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1Thrivent Financial For Lutherans625 Fourth Avenue South, Minneapolis, MN 55415-1624MN1965-03$42,158,261,064
2Woodmen Of The World Omaha Woodmen Life Insurance Society, 5-Ky1305 Sanderson Dr, Hopkinsville, KY 42240KY1941-12$2,479,007,093
3Modern Woodmen Of America1701 1st Ave, Rock Island, IL 61201-8724IL1961-05$1,711,501,686
4Independent Order Of Foresters, Redwood Empire Branch #01596905 Bennett Valley Road, Santa Rosa, CA 95404CA1966-04$362,052,691
5Gleaner Life Insurance Society, Gleaner Life Insurance Society 275 HarrisonC/0 Gleaner Life Insurance Society 5200 West U S Highway 223, Adrian, MI 49221MI1967-03$331,768,581
6Gbu Financial Life4254 Clairton Blvd, Pittsburgh, PA 15227-3330PA1940-11$300,115,417
7Catholic Financial Life1100 W Wells, Milwaukee, WI 53233-2332WI1941-11$257,185,462
8Catholic Life InsurancePO BOX 659527, San Antonio, TX 78265-9527TX1969-04$186,611,549
9Slavonic Benevolent Order Of The State Of TexasPO BOX 100, Temple, TX 76503TX1941-09$62,021,480
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13Catholic Union Of Texas The Kjt214 E Colorado St, La Grange, TX 78945-2244TX1940-11$9,688,766
14Independent Order Of Odd Fellows, 5 Home Ldg3440 W 2nd Ave, Corsicana, TX 75110-2414TX1962-05$8,590,132
15Order Of Eastern Star Of Texas, Kirbyville No 11431503 West Division Street, Arlington, TX 76012TX1941-01$3,503,129
16Portuguese Fraternal Society Of America, Boa Ventura209 Devonwood, Hurcules, CA 94547CA1954-07$1,265,505
17Royal Arch Masons Of Texas Grand Chapter, Nacogdoches 13 Ram129 N Fredonia, Nacogdoches, TX 75961TX1940-10$166,504
18International Association Of Fire Fighter, 0886l San AngeloPO BOX 1422, San Angelo, TX 76902-1422TX1940-10$125,672
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Number of organizations performing similar types of work
Alaska1
Alabama2
Arkansas2
Arizona7
California26
Colorado6
Connecticut1
District of Columbia2
Florida13
Georgia1
Hawaii1
Iowa3
Idaho1
Illinois22
Indiana11
Kansas2
Kentucky2
Louisiana2
Massachusetts8
Maryland4
Maine1
Michigan11
Minnesota7
Missouri7
Mississippi2
Montana1
North Carolina3
Nebraska2
New Jersey6
New Mexico2
Nevada2
New York16
Ohio21
Oklahoma2
Oregon3
Pennsylvania26
South Carolina2
South Dakota2
Tennessee1
Texas12
Utah2
Virginia3
Washington8
Wisconsin8
West Virginia4
Wyoming1
Total272
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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