Civic Intelligence

Minnesota Odd Fellows Housing for the Elderly

EIN 41-1485688 • 501(c)3 • Morris, MN

Profile

To provide housing services for the elderly and handicapped. The complex has 84-unit apartments.

801 Nevada AveMorris, MN 56267

www.threelinks.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

84th percentile

0.61x

Higher debt load relative to assets than 84% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

1.19x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

95th percentile

76%

Higher net margin than 95% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

91st percentile

$351,847

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

96th percentile

107%

Faster asset growth than 96% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

238%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$5,462,457

Up $2,820,512 (+107%) from 2023

Liabilities

Up

$3,327,294

Up $6,847 (+0.2%) from 2023

Net Assets

Up

$2,135,163

Up $2,813,665 (+415%) from 2023

Revenue

Up

$2,805,046

Up $1,974,475 (+238%) from 2023

Expenses

Down

$669,711

Down $79,883 (-11%) from 2023

Net Income

Up

$2,135,335

Up $2,054,358 (+2537%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $2,246,009Liabilities 2010: $2,328,839Net Assets 2010: -$82,8302010Assets 2011: $2,084,158Liabilities 2011: $2,278,330Net Assets 2011: -$194,1722011Assets 2012: $1,899,046Liabilities 2012: $2,215,665Net Assets 2012: -$316,6192012Assets 2013: $1,725,498Liabilities 2013: $2,149,813Net Assets 2013: -$424,3152013Assets 2014: $1,543,005Liabilities 2014: $2,084,823Net Assets 2014: -$541,8182014Assets 2015: $1,386,618Liabilities 2015: $1,994,270Net Assets 2015: -$607,6522015Assets 2016: $3,292,931Liabilities 2016: $3,927,388Net Assets 2016: -$634,4572016Assets 2017: $3,132,390Liabilities 2017: $3,827,100Net Assets 2017: -$694,7102017Assets 2018: $2,847,164Liabilities 2018: $3,767,706Net Assets 2018: -$920,5422018Assets 2019: $2,791,027Liabilities 2019: $3,732,172Net Assets 2019: -$941,1452019Assets 2020: $3,039,777Liabilities 2020: $3,970,718Net Assets 2020: -$930,9412020Assets 2021: $2,500,075Liabilities 2021: $3,467,927Net Assets 2021: -$967,8522021Assets 2022: $2,667,927Liabilities 2022: $3,427,406Net Assets 2022: -$759,4792022Assets 2023: $2,641,945Liabilities 2023: $3,320,447Net Assets 2023: -$678,5022023Assets 2024: $5,462,457Liabilities 2024: $3,327,294Net Assets 2024: $2,135,1632024

Highlighted filing

2024

Assets$5,462,457
Liabilities$3,327,294
Net Assets$2,135,163

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $527,8722010Expenses 2011: $574,5032011Revenue 2012: $453,432Expenses 2012: $575,880Net Income 2012: -$122,4482012Revenue 2013: $490,595Expenses 2013: $598,291Net Income 2013: -$107,6962013Revenue 2014: $495,343Expenses 2014: $612,846Net Income 2014: -$117,5032014Revenue 2015: $495,261Expenses 2015: $561,095Net Income 2015: -$65,8342015Revenue 2016: $719,330Expenses 2016: $746,135Net Income 2016: -$26,8052016Revenue 2017: $766,222Expenses 2017: $826,475Net Income 2017: -$60,2532017Revenue 2018: $768,519Expenses 2018: $796,644Net Income 2018: -$28,1252018Revenue 2019: $792,541Expenses 2019: $813,144Net Income 2019: -$20,6032019Revenue 2020: $828,828Expenses 2020: $818,623Net Income 2020: $10,2052020Revenue 2021: $776,825Expenses 2021: $813,736Net Income 2021: -$36,9112021Revenue 2022: $1,040,600Expenses 2022: $832,227Net Income 2022: $208,3732022Revenue 2023: $830,571Expenses 2023: $749,594Net Income 2023: $80,9772023Revenue 2024: $2,805,046Expenses 2024: $669,711Net Income 2024: $2,135,3352024

Highlighted filing

2024

Revenue$2,805,046
Expenses$669,711
Net Income$2,135,335

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.46$3.33$2.14$2.81$0.67$2.14
2023Detailed filing. Detailed filing data is available for this year.$2.64$3.32$0.68$0.83$0.75$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.67$3.43$0.76$1.04$0.83$0.21
2021Detailed filing. Detailed filing data is available for this year.$2.50$3.47$0.97$0.78$0.81$0.04
2020Detailed filing. Detailed filing data is available for this year.$3.04$3.97$0.93$0.83$0.82$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.79$3.73$0.94$0.79$0.81$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.85$3.77$0.92$0.77$0.80$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.13$3.83$0.69$0.77$0.83$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.29$3.93$0.63$0.72$0.75$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.39$1.99$0.61$0.50$0.56$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.54$2.08$0.54$0.50$0.61$0.12
2013Detailed filing. Detailed filing data is available for this year.$1.73$2.15$0.42$0.49$0.60$0.11
2012Summary only. Only limited summary data is available for this year.$1.90$2.22$0.32$0.45$0.58$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$2.28$0.19$0.57
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$2.33$0.08$0.53
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Sep 30, 2024
Signed
May 8, 2025
Return Version
2024v5.0
Gross Receipts
$2,805,046
Mission and Program Overview

Mission

To provide housing services for the elderly and handicapped.

To provide housing for the elderly and handicapped. The complex has 84-unit apartments.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,859,418$4,499,531▲ $2,640,113
Cash and Non-Interest-Bearing Accounts$200,062$472,378▲ $272,316
Savings and Temporary Cash Investments$222,973$223,226▲ $253
Accounts Receivable$18,185$8,021▼ $10,164
Total Assets$2,641,945$5,462,457▲ $2,820,512
Other Assets Total$341,307$259,301▼ $82,006
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,276,779$3,218,677▼ $58,102
Other Liabilities$-7,022$52,505▲ $59,527
Escrow Account Liability$33,778$36,682▲ $2,904
Accounts Payable and Accrued Expenses$16,912$19,430▲ $2,518
Total Liabilities$3,320,447$3,327,294▲ $6,847
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-678,502$2,135,163▲ $2,813,665
Total Net Assets Fund Balance$-678,502$2,135,163▲ $2,813,665
Total Liabilities and Net Assets / Fund Balance$2,641,945$5,462,457▲ $2,820,512

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,964,049$219,232$4,183,281
Land$503,000-$503,000
Equipment$15,679$1,653$17,332
Other Land Buildings$16,803-$16,803
Compensation and Service Providers

Employees

NameTitleOtherTotal
Mari B ChambersVP of Financ$208,661$208,661
Michelle M HannekenSnf Director$173,441$173,441
Chad MeyerVP of Beh-de$170,206$170,206
Lucas KoehntopPrinciple It$160,804$160,804
Roxanne HejhalVP of Hr$148,305$148,305
Lois BittnerDirector of$146,737$146,737
Sherry WagnerController I$142,942$142,942
Reed P HofmannVP of Iss$132,390$132,390
Ben RyanConstruction$112,131$112,131
Brian P BurkeExecutive Pr$101,578$101,578

Board Members and Trustees

NameTitle
Jennifer Ann GoodnoughChair
Patrick NelsonVice Chair
Daniel DrippsDirector
Doug EhlersDirector
Father Todd SchneiderDirector
Gary MiesslerDirector
Jennifer Jeanne SealesDirector
Joan ReicoskyDirector
John LuetmerDirector
Laura RentzDirector
Paul RentzDirector
Timothy GrammDirector
Christine M BakkeRegional Director
Geoffrey RyanRegional Director
Michelle M HannekenSnf Director of Qual
Carol RawCEO
Lucas KoehntopPrinciple It Analyst
Lorraine WieseSecr. / Tres
Chad MeyerVP of Beh-dev Servic
Curtis BachVP of Financ
Mari B ChambersVP of Finance/CFO
Camilla Peterson-devriesVP of Ss
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$791,724
Investment Income
$3,567
Other Revenue
$2,009,755
Change in Net Assets
$2,135,335

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,805,046
Total Revenue per Audited Statements
$2,805,046
Total Revenue per Form 990
$2,805,046
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$542,453
Salaries, Compensation, and Employee Benefits$127,258
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$218,599$6,627-$225,226
Other Salaries and Wages$103,943$229-$104,172
Interest$97,938$3,029-$100,967
Occupancy$54,968$3,509-$58,477
Fees for Services Management-$33,000-$33,000
Insurance$30,528--$30,528
Office Expenses-$15,658-$15,658
Fees for Services Legal-$14,749-$14,749
Other Employee Benefits$9,926$2,800-$12,726
Fees for Services Accounting-$9,000-$9,000
Payroll Taxes$6,852$1,933-$8,785
Pension Plan Contributions$1,228$347-$1,575
Conferences and Meetings-$960-$960
Fees for Services Other-$646-$646
Other Expenses$5,767$629-$629
All Other Expenses$267$299-$566
Travel$114--$114
Advertising-$17-$17
Total Functional Expenses$576,279$93,432$0$669,711

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$669,711
Total Expenses per Audited Statements$669,711
Total Expenses per Form 990$669,711
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Elizabeth Letich - Daughter ofCarol Raw, CEOEmpl -admin FhsNo$131,619
Samuel Blevins - Son of RoseanneBlevins, DonEmpl - ChsNo$2,317
Vicki Koschak - Sibling of ChesterFischel, DhsEmpl - DhsNo$1,920
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$110,771
Asset Retirement Obligation$57,920
Operating Lease Payable$16,803
Capitalized Finance Costs$-132,989
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

Minnesota odd fellows home is the sole member of the organization. As the sole member, minnesota odd fellows home is a nonprofit corporation that elects the governing body and approves significant decisions of the governing body.

Form 990, Page 6, Part VI, Line 7A

Board members are nominated and elected by the sole member.

Form 990, Page 6, Part VI, Line 7B

There are various governance decisions that cannot be made without approval from minnesota odd fellows home, the sole member. Decisions such as incur long-term debt, add or delete major services, dispose of all or substantially all property and assets, voluntarily dissolve, loan money or other assetsto or guarantee the obligations of any person or entity, and other various governance decisions that must have member approval.

Form 990, Page 6, Part VI, Line 9

Timothy gramm 22999 460th ave morris , mn 56267 daniel dripps 505 lyndale ave morris , mn 56267 jennifer ann goodnough 901 park ave morris , mn 56267 father todd schneider box 287 morris , mn 56267 doug ehlers 18391 430th ave morris , mn 56267 gary miessler 12405 edwards way northfield , mn 55057 joan reicosky 24 e brook ave morris , mn 56267 patrick nelson 18704 county road 22 glenwood , mn 56334 paul rentz 23041 469th ave morris , mn 56267 lorraine wiese 252 south columbia ave morris , mn 56267 john luetmer 202 east 2nd street morris , mn 56267 jennifer jeanne seales 23132 469th ave morris , mn 56267 laura rentz 3 pomme de terre lane morris , mn 56267

Form 990, Page 6, Part VI, Line 11B

The board of directors has delegated the responsibility of review to the finance committee. The form 990 was reviewed by the members of the finance committee with the cfo prior to filing. The cfo also offers to provide a copy of the completed form 990 to the board of directors prior to filing.

Form 990, Page 6, Part VI, 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 issues related to the conflict.

Form 990, Page 6, Part VI, Line 15A

This organization does not have any employees, however a portion of the salary expense from the care center is allocated to this organization.

Form 990, Page 6, Part VI, Line 15B

The ceo & cfo are 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.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents, conflict of interest policy, or finanical statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Minnesota Odd Fellows Housing for
EIN
41-1485688
Phone
3205892004
Address
801 NEVADA AVE, MORRIS, MN 56267

Signing Officer

Name
Curtis Bach
Title
VP of Finance/CFO
Signed
2025-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carol Raw
Formed
1984
Legal Domicile
Mn
Voting Board Members
13
Independent Board Members
13
Employees
0

Preparer

Firm
Conway Deuth & Schmiesing Pllp
Address
401 ATLANTIC AVE, MORRIS, MN 56267-1324
Preparer
Kelly M Demuth
Phone
3202353311
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Fmv adjustment on purchase 678,330

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 1B

The organization acts as a custodian for the funds of the residents.

Schedule D, Page 2, Part IV, Line 2B

The organization acts as a custodian for the funds of the residents.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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