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Independent Order Of Odd Fellows

The Sovereign Grand Lodge
  • Winston Salem, NC
  • Tax-exempt since July 1940
  • EIN: 52-0363509

Organization summary

Type of Nonprofit

Designated as a Fraternal beneficiary societies and associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.61M (2023)

Expenses
$1.45M (2023)

Total Assets
$18.5M (2023)

Total Liabilities
$522k (2023)

Years with missing data
Source: Form 990 tax filings from 2012 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,606,825
Expenses
$1,447,976
Net Income
$158,849
Net Assets
$17,937,955
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,232,799
76.7%
Program Services $0
Investment Income $252,661
15.7%
Bond Proceeds $0
Royalties $22,467
1.4%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $13,750
0.9%
Net Inventory Sales $52,914
3.3%
Other Revenue $32,234
2.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $68,613
4.7%
Professional Fundraising Fees $0
Other Salaries and Wages $187,450
12.9%
Assets/Debt
Total Assets $18,459,599
Total Liabilities $521,644
Net Assets $17,937,955
Compensation
Key Employees and Officers Compensation Related Other
Terry L Barrett (Sov Grand Se) $61,388 $0 $0
Harrell D Ward Jr (Sov Grand Tr) $7,225 $0 $0
Thomas J Calabrese (Sov Gr Warde) $0 $0 $0
Michelle L Heckardt (Past Sov Gr) $0 $0 $0
John S Cupp Jr (Sov Grand Ma) $0 $0 $0
Gerald W Workman (Dep Sov Gr M) $0 $0 $0
+ View more people

Document Links

990
Filed on June 13, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Aug.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,267,497
Expenses
$1,551,935
Net Income
$715,562
Net Assets
$17,616,951
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,488,820
65.7%
Program Services $0
Investment Income $449,947
19.8%
Bond Proceeds $0
Royalties $31,495
1.4%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $2,476
0.1%
Other Revenue $294,759
13.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $66,275
4.3%
Professional Fundraising Fees $0
Other Salaries and Wages $196,712
12.7%
Assets/Debt
Total Assets $18,309,056
Total Liabilities $692,105
Net Assets $17,616,951
Compensation
Key Employees and Officers Compensation Related Other
Terry L Barrett (Sov Grand Se) $59,275 $0 $0
Harrell D Ward Jr (Sov Grand Tr) $7,000 $0 $0
Michelle L Heckardt (Sov Grand Ma) $0 $0 $0
John S Cupp Jr (Dep Sov Gr M) $0 $0 $0
Charles E Lusk (Past Sov Gr) $0 $0 $0
Gerald W Workman (Sovereign Gr) $0 $0 $0
+ View more people

Document Links

990
Filed on June 13, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML
View Filing (2 of 2)

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,368,095
Expenses
$1,142,149
Net Income
$1,225,946
Net Assets
$18,230,910
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,239,446
52.3%
Program Services $0
Investment Income $1,070,410
45.2%
Bond Proceeds $0
Royalties $24,297
1.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $22,150
0.9%
Other Revenue $11,792
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $64,162
5.6%
Professional Fundraising Fees $0
Other Salaries and Wages $208,054
18.2%
Assets/Debt
Total Assets $18,851,421
Total Liabilities $620,511
Net Assets $18,230,910
Compensation
Key Employees and Officers Compensation Related Other
Terry L Barrett (Sov Gr Secre) $57,165 $0 $0
Harless L Turner (Sov Gr Treas) $7,000 $0 $0
Michelle L Heckart (Sov. Gr Ward) $0 $0 $0
Charles E Lusk (Deputy Sov G) $0 $0 $0
E Wesley Nelson (Sov Gr Maste) $0 $0 $0
Douglas E Pittman (Past Sov Gr) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 11, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML
View Filing (2 of 2)

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,903,563
Expenses
$1,105,792
Net Income
$1,797,771
Net Assets
$16,970,729
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,832,126
63.1%
Program Services $0
Investment Income $914,288
31.5%
Bond Proceeds $0
Royalties $111,770
3.8%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $30,650
1.1%
Other Revenue $14,729
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $64,556
5.8%
Professional Fundraising Fees $0
Other Salaries and Wages $256,237
23.2%
Assets/Debt
Total Assets $17,497,156
Total Liabilities $526,427
Net Assets $16,970,729
Compensation
Key Employees and Officers Compensation Related Other
Terry L Barrett (Sov Gr Secre) $56,973 $0 $0
Harless L Turner (Sov Gr Treas) $7,583 $0 $0
Michelle L Heckart (Sov. Gr Ward) $0 $0 $0
Charles E Lusk (Deputy Sov G) $0 $0 $0
E Wesley Nelson (Sov Gr Maste) $0 $0 $0
Douglas E Pittman (Past Sov Gr) $0 $0 $0
+ View more people

Document Links

990
Filed on July 14, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,996,623
Expenses
$1,970,679
Net Income
$25,944
Net Assets
$15,172,958
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,032,449
51.7%
Program Services $0
Investment Income $779,752
39.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $46,276
2.3%
Other Revenue $138,146
6.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $103,058
5.2%
Professional Fundraising Fees $0
Other Salaries and Wages $396,517
20.1%
Assets/Debt
Total Assets $15,758,759
Total Liabilities $585,801
Net Assets $15,172,958
Compensation
Key Employees and Officers Compensation Related Other
Terry L Barrett (Sov Gr Secre) $96,058 $0 $0
Harless L Turner (Sov Gr Treas) $11,667 $0 $0
E Wesley Nelson (Sov Gr Warde) $0 $0 $0
John A Miller Sr (Sov Gr Maste) $0 $0 $0
Douglas E Pittman (Deputy Sov G) $0 $0 $0
W Larry Ferguson (Past Sov. Gr) $0 $0 $0
+ View more people

Document Links

990
Filed on July 15, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Aug.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,688,174
Expenses
$1,442,123
Net Income
$1,246,051
Net Assets
$15,147,014
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,171,736
80.8%
Program Services $0
Investment Income $310,167
11.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $10,249
0.4%
Other Revenue $196,022
7.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $62,500
4.3%
Professional Fundraising Fees $0
Other Salaries and Wages $227,110
15.7%
Assets/Debt
Total Assets $15,763,818
Total Liabilities $616,804
Net Assets $15,147,014
Compensation
Key Employees and Officers Compensation Related Other
Terry L Barrett (Sov Gr Secre) $55,500 $0 $0
Harless L Turner (Sov Gr Treas) $7,000 $0 $0
E Wesley Nelson (Sov Gr Warde) $0 $0 $0
John A Miller Sr (Sov Gr Maste) $0 $0 $0
Douglas E Pittman (Deputy Sov G) $0 $0 $0
W Larry Ferguson (Past Sov. Gr) $0 $0 $0
+ View more people

Document Links

990
Filed on July 12, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Aug.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,680,282
Expenses
$1,310,810
Net Income
$369,472
Net Assets
$13,900,963
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,139,507
67.8%
Program Services $0
Investment Income $316,162
18.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $95,934
5.7%
Other Revenue $128,679
7.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $62,212
4.7%
Professional Fundraising Fees $0
Other Salaries and Wages $231,901
17.7%
Assets/Debt
Total Assets $14,582,759
Total Liabilities $681,796
Net Assets $13,900,963
Compensation
Key Employees and Officers Compensation Related Other
Terry L Barrett (Sov Gr Secre) $55,577 $0 $0
Harless L Turner (Sov Gr Treas) $6,635 $0 $0
E Wesley Nelson (Sov Gr Warde) $0 $0 $0
John A Miller Sr (Sov Gr Maste) $0 $0 $0
Douglas E Pittman (Deputy Sov G) $0 $0 $0
W Larry Ferguson (Past Sov. Gr) $0 $0 $0
+ View more people

Document Links

990
Filed on July 13, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Aug.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,489,226
Expenses
$1,217,274
Net Income
$271,952
Net Assets
$13,520,628
Notable Sources of Revenue Percent of Total Revenue
Contributions $141,379
9.5%
Program Services $988,778
66.4%
Investment Income $337,881
22.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $9,738
0.7%
Other Revenue $11,450
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $267,859
22.0%
Assets/Debt
Total Assets $14,200,025
Total Liabilities $679,397
Net Assets $13,520,628
Compensation
Key Employees and Officers Compensation Related Other
Terry L Barrett (Sov Gr Secre) $54,488 $0 $0
Harless L Turner (Sov Gr Treas) $7,083 $0 $0
Danny M Wood (Past. Sov Gr) $0 $0 $0
John A Miller Sr (Deputy Sov G) $0 $0 $0
Douglas E Pittman (Sov Gr Warde) $0 $0 $0
W Larry Ferguson (Sov. Grand M) $0 $0 $0
+ View more people

Document Links

990
Filed on July 13, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Aug.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,037,085
Expenses
$1,365,611
Net Income
-$328,526
Net Assets
$13,248,678
Notable Sources of Revenue Percent of Total Revenue
Contributions $136,905
13.2%
Program Services $1,035,860
99.9%
Investment Income -$183,741
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $36,151
3.5%
Other Revenue $11,910
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $61,571
4.5%
Professional Fundraising Fees $0
Other Salaries and Wages $221,043
16.2%
Assets/Debt
Total Assets $13,975,662
Total Liabilities $726,984
Net Assets $13,248,678
Compensation
Key Employees and Officers Compensation Related Other
Terry L Barrett (Sov Gr Secre) $54,488 $0 $0
Harless L Turner (Sov Gr Treas) $7,083 $0 $0
Danny M Wood (Dep. Sov Gr) $0 $0 $0
Jimmy C Humphrey (Sov Gr Maste) $0 $0 $0
Robert W Smith (Past Sov Gr) $0 $0 $0
W Larry Ferguson (Sov. Grand W) $0 $0 $0
+ View more people

Document Links

990
Filed on July 13, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,780,337
Expenses
$1,478,384
Net Income
$301,953
Net Assets
$13,577,205
Notable Sources of Revenue Percent of Total Revenue
Contributions $208,469
11.7%
Program Services $1,126,614
63.3%
Investment Income $398,903
22.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$331
Net Inventory Sales $21,991
1.2%
Other Revenue $24,691
1.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $59,315
4.0%
Professional Fundraising Fees $0
Other Salaries and Wages $252,868
17.1%
Assets/Debt
Total Assets $14,390,819
Total Liabilities $813,614
Net Assets $13,577,205
Compensation
Key Employees and Officers Compensation Related Other
Terry L Barrett (Sov Gr Secre) $52,540 $0 $0
Harless L Turner (Sov Gr Treas) $6,775 $0 $0
Danny M Wood (Sov Gr Warde) $0 $0 $0
Jimmy C Humphrey (Deputy Sov G) $0 $0 $0
Robert W Smith (Sov Gr Maste) $0 $0 $0
+ View more people

Document Links

990
Filed on July 9, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Aug.
2013

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990
Filed on July 28, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,807,837
Expenses
$1,490,195
Net Income
$317,642
Net Assets
$13,046,711
Notable Sources of Revenue Percent of Total Revenue
Contributions $213,520
11.8%
Program Services $1,305,288
72.2%
Investment Income $216,069
12.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$700
Net Inventory Sales $22,707
1.3%
Other Revenue $50,953
2.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $292,371
19.6%
Assets/Debt
Total Assets $13,891,720
Total Liabilities $845,009
Net Assets $13,046,711

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Aug.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated