2024-08-13T11:32:59-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 201 N RIVERFRONT DR SUITE 300 MANKATO MN 56001 990 2023-01-01 411431455 MINNESOTA ODD FELLOWS HOME FOUNDATION MINN 5076648800 815 FOREST AVENUE NORTHFIELD MN 55057 CHRIS KENNELLY BOARD CHAIR 5076648800 2024-06-03 1 1 JOSH SHERBURNE P02039400 5073868800 2024-06-03 2023 2024-08-08 14:25:15Z THREE LINKS FOUNDATION CHRIS KENNELLY 815 FOREST AVENUE NORTHFIELD MN 55057 1767622 0 X WWW.THREELINKS.ORG X 1982 MN BENEFIT & ASSIST THREE LINKS HEALTH SERVICES IN THE COMMUNITIES OF NORTHFIELD AND LONSDALE, MN. 6 6 0 6 0 0 139649 1649723 0 0 421177 67438 0 0 560826 1717161 1541000 350000 0 0 90133 0 0 0 0 139574 118153 1770707 468153 -1209881 1249008 2821537 4355623 8861 2834 2812676 4352789 TO PROVIDE SUPPORT AND BENEFITS TO MINNESOTA ODD FELLOWS HOME, A 501(C)(3) ORGANIZATION, AND ITS TAX EXEMPT AFFILIATES IN ORDER TO ASSIST THEM IN PROVIDING CARE AND HOUSING TO THE ELDERLY. 0 0 355649 350000 0 BENEFIT AND ASSIST THREE LINKS HEALTH SERVICES IN THE COMMUNITIES OF NORTHFIELD, MN AND LONSDALE, MN. 355649 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 1 1 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 0 0 MN X GERALD PIZINGER JR 6514083233 3958 HADLEY AVENUE NORTH OAKDALE MN 55128 CHRIS KENNELLY CHAIR 0.50 0.00 X X 0 0 0 STANLEY WHITNEY VICE CHAIR 1.00 0.50 X X 0 0 0 DON PAVEK SECRETARY 0.50 0.00 X X 0 0 0 ROBERT ARTHUR DIRECTOR 0.50 0.00 X 0 0 0 KATY HUBRED DIRECTOR 1.00 0.50 X 0 0 0 BOB THACKER DIRECTOR 0.50 0.00 X 0 0 0 JAY PIZINGER CEO/CFO - MN ODD FELLOWS 1.00 40.00 X 0 247502 54495 SHERI PRIEBE COO 0.00 40.00 X 0 173781 4530 0 421283 59025 0 0 1 0 0 1441362 208361 1649723 29291 29291 88608 50461 38147 38147 38147 1717161 0 0 67438 350000 350000 10188 10188 5649 5649 5969 5969 MANAGEMENT FEE TO CARE 82292 82292 SUPPLIES AND OTHER 14055 14055 468153 355649 112504 0 364243 50880 65588 192390 2606 36139 27107 13435 9032 821510 2389845 78743 72651 1478018 1638219 2821537 4355623 2834 8861 0 8861 2834 X 1341367 2722565 1471309 1630224 2812676 4352789 2821537 4355623 X 1249008 137270 153835 X 0 1 X 1 0 X 87300 172192 133224 139649 1649174 2181539 87300 172192 133224 139649 1649174 2181539 293299 1888240 64488 61492 49818 33233 29291 238322 62526 62526 550 550 2482937 0.76050 0.34250 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2023 AMOUNT: $ 550. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1471309 153835 1625144 1862347 -391038 1471309 1724028 138319 1862347 1540475 183553 1724028 1300091 240384 1540475 0.00000 1.00000 0.00000 1 0 36139 27107 9032 9032 INTEREST AND DIVIDEND RECEIVABLE 13075 BENEFICIAL INTEREST IN PERPETUAL TRUST 1625144 1638219 X 1998078 137270 153835 291105 1706973 10188 10188 1717161 457965 0 457965 10188 10188 468153 PART V, LINE 4: THE INTEREST EARNED FROM THE ENDOWMENT FUND CAN BE USED FOR UNRESTRICTED PURPOSES. PART X, LINE 2: MINNESOTA ODD FELLOWS HOME AND ITS AFFILIATES ARE TAX-EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND NOT PRIVATE FOUNDATIONS AS DESCRIBED IN SECTION 509(A) FOR FEDERAL PURPOSES. THE ORGANIZATION AND AFFILIATES ARE ALSO TAX-EXEMPT UNDER MINNESOTA STATUTES SECTION 290.05, SUBDIVISION 1, FOR STATE PURPOSES. CONSEQUENTLY, THE ORGANIZATION RECORDS NO PROVISION FOR INCOME TAXES. THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. NO LIABILITY HAS BEEN RECOGNIZED AS A RESULT OF THIS STANDARD. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN PER REST NA 153,835. 1 MINNESOTA ODD FELLOWS HOME INC 815 FOREST AVE NORTHFIELD MN 55057 410713909 501(C)(3) 350000 0 PROGRAM EXPENSES 1 0 PART I, LINE 2: GRANTS ARE GIVEN TO A RELATED ORGANIZATION FOR EXPENDITURES. X X X 0 0 0 0 0 0 0 0 0 JAY PIZINGER CEO/CFO - MN ODD FELLOWS 0 182502 0 65000 0 0 0 6900 0 47595 0 301997 0 0 SHERI PRIEBE COO 0 146781 0 27000 0 0 0 4530 0 0 0 178311 0 0 PART I, LINE 3 THE FOUNDATION HAS CONTRACTED FOR AN EXECUTIVE DIRECTOR AND HAS USED LEGAL SERVICES TO PREPARE A INDEPENDENT CONSULTANT AGREEMENT BEGINNING 11/2/2023 GERALD PIZINGER JR EXECUTIVE DIRECTOR 2815 COMPENSATION FOR ORGANIZATION SERVICES 0 FORM 990, PART VI, SECTION A, LINE 3 GERALD PIZINGER JR - EXECUTIVE DIRECTOR (INDEPENDENT CONTRACTOR) EFFECTIVE 11/1/2023. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED TO REMOVE MINNESOTA ODD FELLOWS HOME AS THE SOLE MEMBER OF THE FOUNDATION AND TO GIVE THE FOUNDATION A SELF-PERPETUATING BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE BOARD OF DIRECTORS. THE REVIEW WILL TAKE PLACE AFTER THE FORMS ARE PREPARED BY AN OUTSIDE ACCOUNTING FIRM. THE REVIEW WILL BE DETAILED AND ANY QUESTIONS RESOLVED AT THAT TIME. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ARE REQUIRED TO DISCLOSE ANNUALLY ANY KNOWN CONFLICTS OF INTEREST. IF A CONFLICT OF INTEREST EXISTS, THE MEMBER IS TO ABSTAIN FROM VOTING ON ANY ISSUE RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE CEO & CFO WERE PAID BY THE RELATED ORGANIZATION, THREE LINKS CARE CENTER. THE CEO COMPENSATION DECISION IS TAKEN TO THE BOARD OF DIRECTORS FOR APPROVAL. RESOURCES ARE USED TO GAIN INFORMATION AND AN UNDERSTANDING OF WHAT IS APPROPRIATE FOR THE WORK DONE AND IN THE REGION OF THE COUNTRY THE WORK IS LOCATED. INFLATION FACTORS ARE TAKEN IN TO ACCOUNT. THIS PROCESS IS NOT DOCUMENTED, BUT PERFORMED ANNUALLY. THREE LINKS HOME BOARD USED SHERRY HOLTZ BOARD HR CONSULTANT TO SET RANGES FOR THE CEO SALARY AND BONUS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANICAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN PER. REST NA 153,835. FORM 990, PART VI, LINE 15: THE FOUNDATION DOES NOT HAVE ANY EMPLOYEES. FORM 990, PART IX, LINE 7 AND LINE 9: THE FOUNDATION DOES NOT HAVE ANY EMPLOYEES, HOWEVER A PORTION OF THE SALARY AND BENEFITS EXPENSES FROM THE CARE CENTER IS ALLOCATED TO THE FOUNDATION. MINNESOTA ODD FELLOWS HOME INC 815 FOREST AVE NORTHFIELD MN 55057 410713909 CARE CENTER MN 501(C)3 LINE 11 N/A 0 MINNESOTA ODD FELLOWS HOUSING FOR THE ELDERLY 815 FOREST AVE NORTHFIELD MN 55057 411485688 HOUSING FOR THE ELDERLY MN 501(C)3 LINE 11 MINNESOTA ODD FELLOWS HOME INC 0 PARK RIDGE HOUSING 815 FOREST AVE NORTHFIELD MN 55057 411826735 HOUSING FOR THE ELDERLY MN 501(C)3 LINE 11 MINNESOTA ODD FELLOWS HOME INC 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0