2025-11-06T12:42:19-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2024-01-01 390838135 ODD FELLOW REBEKAH HOME ASSOCIATION INC ODDF 9205937000 1207 SOUTH JACKSON STREET GREEN BAY WI 54301 DAN-A KOHN CEO 9205937000 2025-11-05 1 1 KRISTEN DONLEVY P01670215 4144761880 2025-10-27 2024 2025-03-06 01:10:19Z DAN-A KOHN 1207 SOUTH JACKSON STREET GREEN BAY WI 54301 13353072 0 X WWW.OFRHA.ORG X 1889 WI ELDERLY AND DISABLED HOUSING AND HEALTH SERVICES 10 10 185 10 0 0 6731 6025 9090884 9318563 148968 604205 226901 75623 9473484 10004416 0 0 0 0 4700880 4313924 0 0 0 5325500 6824263 10026380 11138187 -552896 -1133771 20135409 19766748 11397314 12176988 8738095 7589760 ELDERLY AND DISABLED HOUSING AND HEALTH SERVICES AT OR BELOW THE LOW/LOW-MEDIAN RATES FOR OUR CONSUMER AREA. INCLUDES UNDER FUNDED CARE FOR LOW INCOME COUNTY MEDICAID AND FAMILY CARE PLACED TENANTS. 0 0 7970804 8261838 ODD FELLOW HOME:AN 88 BED SKILLED NURSING AND REHABILITATION FACILITY FOR THE ELDERLY OF BROWN COUNTY, WISCONSIN AND SURROUNDING AREA. A HIGHLY RATED CMS PROGRAM, WITH THE MAJORITY OF THE CLIENTS BEING MEDICAID UNDERFUNDED. REHAB SEES A LARGE PERCENTAGE OF OUR CLIENTS RETURNING TO THEIR HOMES. 1019501 1056725 REBEKAH HAVEN:A 20 BED CERTIFIED RESIDENTIAL CARE APARTMENT COMPLEX, IN GREEN BAY, WISCONSIN. SENIOR PRIVATE APARTMENTS WITH 24 HOUR SERVICES PROVIDED, TO ALLOW INDEPENDENCE, CHOICE AND QUALITY OF LIFE IN A SAFE ENVIRONMENT. COUNTY FUNDING HELPS COVER TENANTS WITHOUT FUNDS FOR SERVICES. 8990305 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 26 0 1 185 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X DAN-A KOHN 9205931640 1207 S JACKSON ST GREEN BAY WI 54301 LOREN CUNNINGHAM DIRECTOR 1.00 X 0 0 0 DENISE OLSEN VICE PRESIDENT 1.00 X X 0 0 0 RICHARD PROULX BOARD PRESIDENT 5.00 X X 0 0 0 JEFFREY JONES GRAND MASTER/DIRECTOR 1.00 X 0 0 0 ELLEN TEWS SECRETARY/TREASURER 1.00 X 0 0 0 RICHARD SMITH DIRECTOR 1.00 X 0 0 0 THOMAS HEINS DIRECTOR 1.00 X 0 0 0 TAMI ADAMS DIRECTOR 1.00 X 0 0 0 DALE STEVENSON DIRECTOR 1.00 X 0 0 0 DAN-A KOHN CEO 40.00 X 134768 0 1897 SHERRI STOCK RN NURSE MANAGER 40.00 X 114358 0 1610 249126 0 3507 2 0 0 0 ELITE NURSES PO BOX 664051 DALLAS TX 752664051 CONTRACTED NURSING 306965 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 554021436 ACCOUNTING SERVICES 211809 PRO ED CONTINUUM 12919 W GREENFIELD AVE NEW BERLIN WI 53151 MEDICAL RECORDS 184628 HEALTHDIRECT PO BOX 988 BUFFALO NY 14240 CONTRACTED PHARMACY SERVICES 163675 4 6025 6025 RESIDENCY FEES 623000 9318563 9318563 9318563 151022 151022 3801839 3347867 789 453972 -789 453183 453183 OTHER REVENUE 900099 75623 75623 75623 10004416 9318563 0 679828 X 3683966 2816974 866992 27312 27312 320104 244880 75224 282542 216145 66397 7952 7952 21955 21955 3744337 3744337 107328 107328 245619 245619 7792 7792 434772 344522 90250 8507 8507 37394 37394 611697 496146 115551 566925 523597 43328 186286 186286 LEGAL SETTLEMENTS 230780 230780 SUPPLIES 196780 196780 BED TAX 179520 179520 DUES AND SUBSCRIPTIONS 153034 153034 83585 66383 17202 11138187 8990305 2147882 0 133123 60445 65479 100 981593 1477962 73594 71834 19741826 6888095 13249007 12853731 5081910 4751973 550703 550703 20135409 19766748 938009 1658775 10459305 10518213 11397314 12176988 X 8602392 7454057 135703 135703 8738095 7589760 20135409 19766748 -1133771 -14564 0 X 0 1 X 1 0 X 1133624 591073 4588 6731 6025 1742041 9068649 8522950 8836767 9090884 9313645 44832895 10202273 9114023 8841355 9097615 9319670 46574936 0 0 0 46574936 85674 97771 2230 125801 151022 462498 85674 97771 2230 125801 151022 462498 926235 34829 60548 226901 75623 1324136 11214182 9246623 8904133 9450317 9546315 48361570 0.96310 0.96560 0.00960 0.00840 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MEAL REVENUE - 2020 AMOUNT: $ 167. 2021 AMOUNT: $ 37. OTHER INCOME - 2020 AMOUNT: $ 13,933. 2021 AMOUNT: $ 29,872. 2022 AMOUNT: $ 60,548. 2023 AMOUNT: $ 226,901. 2024 AMOUNT: $ 75,623. CABLE/TV/PHONE - 2020 AMOUNT: $ 4,935. 2021 AMOUNT: $ 4,920. GAIN ON EXTINGUISHMENT OF DEBT - 2020 AMOUNT: $ 907,200. 135703 15767 15767 135703 135703 22701 22701 135703 135703 16199 16199 135703 135703 -8370 8370 135703 135703 -1923 1923 135703 1.00000 0 0 612338 612338 17483292 6295337 11187955 84919 30577 54342 1386255 499159 887096 175022 63022 112000 12853731 X 9968686 -14564 789 -13775 9982461 21955 21955 10004416 11117021 789 789 11116232 21955 21955 11138187 PART V, LINE 4: THE ORGANIZATION HAS ADOPTED AN INVESTMENT POLICY FOR THE ENDOWMENT FUND THAT ATTEMPTS TO PROVIDE A BALANCE OF LONG-TERM CAPITAL APPRECIATION, PRESERVATION OF CAPITAL, AND INCOME PRODUCTION TO SUPPORT ADDITIONAL RESOURCES FOR THE CONTINUATION AND EXPANSION OF THE CHARITABLE MISSION OF THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND WISCONSIN STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. NO LIABILITY IS RECOGNIZED BY THE ORGANIZATION BY APPLICATION OF THIS STANDARD. THE ORGANIZATION FILES INFORMATIONAL RETURNS AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSET 789. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSET 789. A WISCONSIN HEALTH & EDUCATIONAL FACILITIES AUTHORITY 391337855 97712DWU6 2017-05-31 12675000 NEW CONSTRUCTION AND REFUND OF 2010 BOND ISSUE 0 0 0 A 290065 12675000 415000 98762 253500 7921713 3986025 2018 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 1 0 1 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD PRESIDENT HAS THE AUTHORITY TO BREAK A TIE VOTE. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS TWO CLASSES OF MEMBERS WHO HAVE THE RIGHT TO ELECT MEMBERS OF THE GOVERNING BODY AND APPROVE SIGNIFICANT DECISONS OF THE GOVERNING BODY: 1. ALL THIRD-DEGREE ODD FELLOWS IN GOOD STANDING IN THE STATE OF WISCONSIN. 2. ALL REBEKAHS IN GOOD STANDING IN THE STATE OF WISCONSIN. FORM 990, PART VI, SECTION A, LINE 7A THE GRAND MASTER OF THE GRAND LODGE OF THE STATE OF WISCONSIN IS ELECTED AS A DIRECTOR BY VIRTUE OF OFFICE. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS ARE SUBJECT TO MEMBERSHIP APPROVAL. EACH MEMBER PRESENT SHALL BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE. FORM 990, PART VI, SECTION B, LINE 11B COPIES OF THE 990 ARE MAILED TO ALL BOARD MEMBERS WITH THE AGENDA PRIOR TO THE APRIL BOARD MEETING. THE 990 IS REVIEWED BY THE PARTNER OF OUR ACCOUNTING FIRM WITH THE BOARD OF DIRECTORS AND APPROVED AT THE BOARD MEETING PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS THE BOARD OF DIRECTORS AND KEY MANAGEMENT STAFF. TRANSACTIONS WITH PARTIES WITH WHOM A CONFLICTING INTEREST EXISTS MAY BE UNDERTAKEN ONLY IF ALL OF THE FOLLOWING ARE OBSERVED: 1. THE CONFLICTING INTEREST IS FULLY DISCLOSED; 2. THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION; 3. A COMPETITIVE BID OR COMPARABLE VALUATION EXISTS; AND 4. THE BOARD HAS DECIDED THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. DISCLOSURE IN THIS ORGANIZATION SHOULD BE MADE TO THE CEO, WHO SHALL BRING THE MATTER TO THE BOARD. DISCLOSURES INVOLVING THE BOARD MEMBERS WILL BE BROUGHT TO THE BOARD PRESIDENT, OR TO THE VICE-PRESIDENT IN HIS OR HER ABSENCE, THEN TO THE BOARD. THE BOARD SHALL DETERMINE IF A CONFLICT EXISTS AND IN THE CASE OF A CONFLICT, WHETHER THE TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE. THE DECISION OF THE BOARD ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION AND THEIR CONCERN MUST BE THE WELFARE OF THE ORGANIZATION. ALL PROCEEDINGS ARE DOCUMENTED IN THE MEETING MINUTES OR AS OTHERWISE APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS APPROVED ANNUALLY BY THE BOARD OF DIRECTORS. THE PROCESS INCLUDES REVIEWING SALARIES IN COMPARISON TO LOCAL WAGE PREVALENCE RATES AND LEADING AGE WISCONSIN WAGE SURVEY BASED ON THE LONG TERM CARE HEALTH INDUSTRY. OTHER EMPLOYEES SALARIES ARE COMPARED TO LEADING AGE WISCONSIN AND LOCAL LONG TERM CARE DATABASES. THE CFO AND OTHER EMPLOYEE SALARIES ARE APPROVED BY THE CEO BASED ON DIRECTIVE OF PERCENTAGE INCREASE AND COMPARISON RANGE THE BOARD OF DIRECTORS WANTS TO MEET. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE POSTED IN FACILITIES, NEWSLETTERS, ANNUAL REPORTS AND IN CONTRACT PARTICIPATION. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 3,744,337. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,744,337. GRAND LODGE OF THE STATE OF WI INDEP ORDER OF ODD FELLOWS 1304 S WEBSTER AVENUE GREEN BAY WI 543012502 390366558 FRATERNAL SOCIETY WI 501(C)(8) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0