Independent Order Of Foresters Group Return is located in null. The organization was established in 1966. According to its NTEE Classification (Y41) the organization is classified as: Fraternal Beneficiary Societies, under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is a subordinate organization within an affiliated group for tax-exemption purposes. Independent Order Of Foresters Group Return is a 501(c)(8) and as such, is described as a "Fraternal Beneficiary Society and/or Association" by the IRS.
For the year ending 12/2020, Independent Order Of Foresters Group Return generated $2.2m in total revenue. The organization has seen a slow decline revenue. Over the past 5 years, revenues have fallen by an average of (2.9%) each year. All expenses for the organization totaled $1.4m during the year ending 12/2020. As we would expect to see with falling revenues, expenses have declined by (14.2%) per year over the past 5 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2020
Describe the Organization's Mission:
Part 3 - Line 1
THE INDEPENDENT ORDER OF FORESTERS (FORESTERS) IS A FRATERNAL BENEFIT SOCIETY THAT PROVIDES FINANCIAL SERVICES PRODUCTS AND UNIQUE BENEFITS TO ITS MEMBERS AND THEIR FAMILIES. THROUGH ITS MEMBER-GOVERNED BRANCH NETWORK, FORESTERS MEMBERS ARE PROVIDED OPPORTUNITIES TO ORGANIZE AND PARTICIPATE IN LOCAL VOLUNTEER ACTIVITIES AND FAMILY-FOCUSED EVENTS. WITHIN THIS MODEL OF COMMUNITY SERVICE, FORESTERS LIVES ITS PURPOSE OF ENHANCING THE WELL-BEING OF ITS MEMBERS, THEIR FAMILIES AND THEIR LOCAL COMMUNITIES. FORESTERS COMMUNITY GRANTS PROGRAM IS THE PRIMARY MEANS BY WHICH FORESTERS DELIVERS ON THE MEMBER NETWORK STRATEGY. MEMBERS ARE ENCOURAGED TO ORGANIZE AND ATTEND "COMMUNITY VOLUNTEER" ACTIVITIES AND "FUN FAMILY" EVENTS IN THEIR LOCAL AREAS TO SUPPORT LOCAL ORGANIZATIONS AND INITIATIVES. FOR THE 2020 PROGRAM YEAR $1,367,952 WAS GRANTED TO LOCAL VOLUNTEER AND FUN FAMILY ACTIVITIES. A TOTAL OF 2,124 ACTIVITIES WERE HELD ACROSS THE U.S., ENGAGING NEARLY 8,943 MEMBERS AND THEIR FAMILIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
COMMUNITY INVOLVEMENT ACTIVITIES (CI): EACH OF THE 35 U.S. BRANCHES ALLOCATES FUNDS TOWARDS LOCAL VOLUNTEER ACTIVITIES THAT MAKE A DIFFERENCE IN MEMBER COMMUNITIES, REFERRED TO AS COMMUNITY VOLUNTEER (CI) ACTIVITIES. IN 2020, THERE WERE A TOTAL OF 1,848 CI EVENTS ACROSS THE U.S., RECEIVING $979,707 IN BRANCH FUNDING, WHICH ENGAGED THOUSANDS OF LOCAL MEMBERS IN VOLUNTEERISM AND COMMUNITY SERVICE. THESE ACTIVITIES ALL SERVED A REAL NEED IN LOCAL COMMUNITIES AND / OR SUPPORTED CHARITABLE ORGANIZATIONS SUCH AS LOCAL SCHOOLS, SHELTERS AND CHILDREN'S HOSPITALS. A FEW EXAMPLES OF COMMUNITY VOLUNTEER ACTIVITIES INCLUDE: BUILDING AND CLEANING PLAYGROUNDS, CREATING CARE KITS FOR SHELTERS, COOKING MEALS AT SENIOR RESIDENCES AND RUNNING ARTS AND CRAFTS ACTIVITIES FOR FAMILIES STAYING IN CHILDREN'S HOSPITALS. THE IMPACT OF THESE ACTIVITIES EXTENDS BEYOND OUR MEMBERS AND EXEMPLIFIES FORESTERS COMMITMENT TO ITS PURPOSE OF SERVING LOCAL COMMUNITIES.
FUN FAMILY ACTIVITIES (MI): FORESTERS ALSO GIVES ITS MEMBERS THE OPPORTUNITY TO APPLY FOR FUNDING THROUGH THEIR LOCAL BRANCHES TO ORGANIZE OR PARTICIPATE IN FUN FAMILY ACTIVITIES WITH THE GOAL OF CREATING FAMILY TIME, WHICH IS ANOTHER WAY FORESTERS CONTRIBUTES TO BUILDING STRONGER FAMILIES AND COMMUNITIES. IN 2020, 78 FUN FAMILY (MI) ACTIVITIES WERE HELD ACROSS THE US, PROVIDING FAMILIES WITH THE OPPORTUNITY TO SPEND QUALITY TIME TOGETHER AT AMUSEMENT PARKS, MOVIES, ZOOS ETC. FORESTERS ALLOCATED $344,840 IN FUNDING, WHICH RESULTED IN THOUSANDS OF MEMBERS ENGAGED IN FORESTERS PURPOSE.
LEGACY ACTIVITIES (L) LEGACY FUNDING IS PROVIDED TO SUPPORT ACTIVITIES THAT ARE IMPORTANT TO THE CORE GROUP OF ACTIVE MEMBERS IN THE FORMER BRANCH SYSTEM. THESE BRANCHES HAVE HISTORICAL ROOTS WITHIN FORESTERS AS THE ORIGINAL BRANCHES OF THE FRATERNAL ORGANIZATION. LEGACY LEADERS HAVE BEEN GRANTED A SET AMOUNT OF MONEY FROM 2012 TO 2015 TO PROMOTE AND ENGAGE IN THE FORESTERS PURPOSE. IN 2018 THIS PROGRAM WAS REVIEWED AND APPROVED TO CONTINUE AT THE SAME FUNDING LEVEL AS IT WAS IN PREVIOUS YEARS. IN 2020, FORESTERS ALLOCATED $43,421 IN FUNDING TO 35 LEGACY BRANCHES. THE 97 LEGACY ACTIVITIES HELD ACROSS THE US RESULTED IN THOUSANDS OF MEMBERS ENGAGED IN THE FORESTERS PURPOSE.
COMMUNITY INVOLVEMENT ACTIVITIES (CI): EACH OF THE 35 U.S. BRANCHES ALLOCATES FUNDS TOWARDS LOCAL VOLUNTEER ACTIVITIES THAT MAKE A DIFFERENCE IN MEMBER COMMUNITIES, REFERRED TO AS COMMUNITY VOLUNTEER (CI) ACTIVITIES. IN 2020, THERE WERE A TOTAL OF 1,848 CI EVENTS ACROSS THE U.S., RECEIVING $979,707 IN BRANCH FUNDING, WHICH ENGAGED THOUSANDS OF LOCAL MEMBERS IN VOLUNTEERISM AND COMMUNITY SERVICE. THESE ACTIVITIES ALL SERVED A REAL NEED IN LOCAL COMMUNITIES AND / OR SUPPORTED CHARITABLE ORGANIZATIONS SUCH AS LOCAL SCHOOLS, SHELTERS AND CHILDREN'S HOSPITALS. A FEW EXAMPLES OF COMMUNITY VOLUNTEER ACTIVITIES INCLUDE: BUILDING AND CLEANING PLAYGROUNDS, CREATING CARE KITS FOR SHELTERS, COOKING MEALS AT SENIOR RESIDENCES AND RUNNING ARTS AND CRAFTS ACTIVITIES FOR FAMILIES STAYING IN CHILDREN'S HOSPITALS. THE IMPACT OF THESE ACTIVITIES EXTENDS BEYOND OUR MEMBERS AND EXEMPLIFIES FORESTERS COMMITMENT TO ITS PURPOSE OF SERVING LOCAL COMMUNITIES.
FUN FAMILY ACTIVITIES (MI): FORESTERS ALSO GIVES ITS MEMBERS THE OPPORTUNITY TO APPLY FOR FUNDING THROUGH THEIR LOCAL BRANCHES TO ORGANIZE OR PARTICIPATE IN FUN FAMILY ACTIVITIES WITH THE GOAL OF CREATING FAMILY TIME, WHICH IS ANOTHER WAY FORESTERS CONTRIBUTES TO BUILDING STRONGER FAMILIES AND COMMUNITIES. IN 2020, 78 FUN FAMILY (MI) ACTIVITIES WERE HELD ACROSS THE US, PROVIDING FAMILIES WITH THE OPPORTUNITY TO SPEND QUALITY TIME TOGETHER AT AMUSEMENT PARKS, MOVIES, ZOOS ETC. FORESTERS ALLOCATED $344,840 IN FUNDING, WHICH RESULTED IN THOUSANDS OF MEMBERS ENGAGED IN FORESTERS PURPOSE.
LEGACY ACTIVITIES (L) LEGACY FUNDING IS PROVIDED TO SUPPORT ACTIVITIES THAT ARE IMPORTANT TO THE CORE GROUP OF ACTIVE MEMBERS IN THE FORMER BRANCH SYSTEM. THESE BRANCHES HAVE HISTORICAL ROOTS WITHIN FORESTERS AS THE ORIGINAL BRANCHES OF THE FRATERNAL ORGANIZATION. LEGACY LEADERS HAVE BEEN GRANTED A SET AMOUNT OF MONEY FROM 2012 TO 2015 TO PROMOTE AND ENGAGE IN THE FORESTERS PURPOSE. IN 2018 THIS PROGRAM WAS REVIEWED AND APPROVED TO CONTINUE AT THE SAME FUNDING LEVEL AS IT WAS IN PREVIOUS YEARS. IN 2020, FORESTERS ALLOCATED $43,421 IN FUNDING TO 35 LEGACY BRANCHES. THE 97 LEGACY ACTIVITIES HELD ACROSS THE US RESULTED IN THOUSANDS OF MEMBERS ENGAGED IN THE FORESTERS PURPOSE.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Shelly Ann Herman Regional President, Central Us Region | Trustee | 1 | $0 |
Linda G Foster Regional Vice President, Central Us Region | Trustee | 1 | $0 |
Cynthia Worley Regional President, Eastern Us Region | Trustee | 1 | $0 |
Phillip Kelsey Regional Vice President, Eastern Us Region | Trustee | 1 | $0 |
Debbie Mcmillen Regional President, Western Us Region | Trustee | 1 | $0 |
Gwendolyn Hicks Regional Vice President, Western Region | Trustee | 1 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $2,206,000 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $0 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $2,206,000 |
Total Program Service Revenue | $0 |
Investment income | $0 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $0 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $2,208,080 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $0 |
Grants and other assistance to domestic individuals. | $1,367,968 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $0 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $0 |
Payroll taxes | $0 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $0 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $0 |
Advertising and promotion | $0 |
Office expenses | $0 |
Information technology | $0 |
Royalties | $0 |
Occupancy | $0 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $0 |
Insurance | $0 |
All other expenses | $47 |
Total functional expenses | $1,368,015 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $3,627,504 |
Savings and temporary cash investments | $0 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $20,047 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $0 |
Net Land, buildings, and equipment | $0 |
Investments—publicly traded securities | $0 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $3,647,551 |
Accounts payable and accrued expenses | $0 |
Grants payable | $0 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $0 |
Total liabilities | $0 |
Net assets without donor restrictions | $3,647,551 |
Net assets with donor restrictions | $0 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $3,647,551 |
Over the last fiscal year, we have identified 1 grants that Independent Order Of Foresters Group Return has recieved totaling $2,626,724.
Awarding Organization | Amount |
---|---|
$2,626,724 |
Organization Name | Assets | Revenue |
---|---|---|
Joseph Rowntree Foundation | $422,657,604 | $8,163,690 |
American School Of Milan | $34,975,339 | $18,900,429 |
Shalva Israel Assoc To Relieve The Handicapped Child And Family | $89,694,654 | $19,416,096 |
Cuso International | $17,986,190 | $25,338,532 |
West Africa Rice Development Association | $23,999,248 | $19,439,683 |
Merton College | $449,219,486 | $18,363,821 |
Cooperativa De Ahorro Y Credito De Vega Alta | $355,977,126 | $21,743,565 |
Ivey Business School Foundation | $20,172,840 | $19,210,645 |
Tula Foundation | $43,438,708 | $5,288,962 |
Allgemeine Anthroposophische | $21,895,649 | $16,689,603 |
Master & Fellows Of Peterhouse | $470,069,266 | $14,639,374 |
Bermuda Institute Of Ocean Sciences Bios Inc | $48,144,596 | $11,893,948 |