Civic Intelligence

Ocala Elks Association Inc

EIN 59-0913231 • 501(c)8 • Ocala, FL

Profile

The ocala elks lodge provides a facility to its members for dining and entertainment purposes. The facility is also used for meetings and social events for its members.

702 NE 25th AveOcala, FL 34470

www.elks.org/LODGES

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.05x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)8 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.13x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)8 • $1M-$5M nonprofits • Source year 2025

Net Margin

59th percentile

12%

Higher net margin than 59% of similar nonprofits.

501(c)8 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

50th percentile

3.0%

Faster asset growth than 50% of similar nonprofits.

501(c)8 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

13th percentile

-18%

Faster revenue growth than 13% of similar nonprofits.

501(c)8 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Assets

Up

$1,810,619

Up $70,639 (+4.1%) from 2024

Liabilities

Up

$90,157

Up $1,964 (+2.2%) from 2024

Net Assets

Up

$1,720,462

Up $68,675 (+4.2%) from 2024

Revenue

Up

$675,033

Up $10,385 (+1.6%) from 2024

Expenses

Down

$596,074

Down $21,732 (-3.5%) from 2024

Net Income

Up

$78,959

Up $32,117 (+69%) from 2024

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,502,560Liabilities 2012: $92,584Net Assets 2012: $1,409,9762012Assets 2013: $1,485,523Liabilities 2013: $124,737Net Assets 2013: $1,360,7862013Assets 2014: $1,377,392Liabilities 2014: $119,655Net Assets 2014: $1,257,7372014Assets 2015: $1,409,143Liabilities 2015: $108,347Net Assets 2015: $1,300,7962015Assets 2016: $1,435,093Liabilities 2016: $105,385Net Assets 2016: $1,329,7082016Assets 2017: $1,428,533Liabilities 2017: $98,006Net Assets 2017: $1,330,5272017Assets 2018: $1,406,405Liabilities 2018: $89,753Net Assets 2018: $1,316,6522018Assets 2019: $1,412,384Liabilities 2019: $102,667Net Assets 2019: $1,309,7172019Assets 2020: $1,335,513Liabilities 2020: $101,640Net Assets 2020: $1,233,8732020Assets 2021: $1,472,800Liabilities 2021: $189,676Net Assets 2021: $1,283,1242021Assets 2022: $1,483,804Liabilities 2022: $172,162Net Assets 2022: $1,311,6422022Assets 2023: $1,707,223Liabilities 2023: $101,148Net Assets 2023: $1,606,0752023Assets 2024: $1,739,980Liabilities 2024: $88,193Net Assets 2024: $1,651,7872024Assets 2025: $1,810,619Liabilities 2025: $90,157Net Assets 2025: $1,720,4622025

Highlighted filing

2025

Assets$1,810,619
Liabilities$90,157
Net Assets$1,720,462

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2012: $729,367Expenses 2012: $784,471Net Income 2012: -$55,1042012Revenue 2013: $749,241Expenses 2013: $800,148Net Income 2013: -$50,9072013Revenue 2014: $687,920Expenses 2014: $775,217Net Income 2014: -$87,2972014Revenue 2015: $794,034Expenses 2015: $745,273Net Income 2015: $48,7612015Revenue 2016: $741,449Expenses 2016: $712,537Net Income 2016: $28,9122016Revenue 2017: $360,738Expenses 2017: $359,919Net Income 2017: $8192017Revenue 2018: $363,401Expenses 2018: $377,276Net Income 2018: -$13,8752018Revenue 2019: $821,689Expenses 2019: $828,624Net Income 2019: -$6,9352019Revenue 2020: $866,431Expenses 2020: $942,275Net Income 2020: -$75,8442020Revenue 2021: $596,617Expenses 2021: $553,732Net Income 2021: $42,8852021Revenue 2022: $650,329Expenses 2022: $596,843Net Income 2022: $53,4862022Revenue 2023: $992,188Expenses 2023: $666,707Net Income 2023: $325,4812023Revenue 2024: $664,648Expenses 2024: $617,806Net Income 2024: $46,8422024Revenue 2025: $675,033Expenses 2025: $596,074Net Income 2025: $78,9592025

Highlighted filing

2025

Revenue$675,033
Expenses$596,074
Net Income$78,959

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.09$1.72$0.68$0.60$0.08
2024Detailed filing. Detailed filing data is available for this year.$1.74$0.09$1.65$0.66$0.62$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.71$0.10$1.61$0.99$0.67$0.33
2022Detailed filing. Detailed filing data is available for this year.$1.48$0.17$1.31$0.65$0.60$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.47$0.19$1.28$0.60$0.55$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.34$0.10$1.23$0.87$0.94$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.41$0.10$1.31$0.82$0.83$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.41$0.09$1.32$0.36$0.38$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.43$0.10$1.33$0.36$0.36$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.44$0.11$1.33$0.74$0.71$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.11$1.30$0.79$0.75$0.05
2014Summary only. Only limited summary data is available for this year.$1.38$0.12$1.26$0.69$0.78$0.09
2013Summary only. Only limited summary data is available for this year.$1.49$0.12$1.36$0.75$0.80$0.05
2012Summary only. Only limited summary data is available for this year.$1.50$0.09$1.41$0.73$0.78$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Aug 24, 2025
Return Version
2024v5.0
Gross Receipts
$676,171
Mission and Program Overview

Mission

The ocala elks lodge provides a facility to its members for dining and entertainment purposes. The facility is also used for meetings and social events for its members.

The elks lodge provides a facility to its members for dining and entertainment purposes. The facility is also used for meetings and social events for its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$927,292$1,003,648▲ $76,356
Investments in Publicly Traded Securities$651,312$607,225▼ $44,087
Cash and Non-Interest-Bearing Accounts$147,621$183,908▲ $36,287
Inventories for Sale or Use$11,207$14,040▲ $2,833
Accounts Receivable$1,550$800▼ $750
Total Assets$1,739,980$1,810,619▲ $70,639
Other Assets Total$998$998→ $0
Liabilities
Deferred Revenue$69,089$66,403▼ $2,686
Accounts Payable and Accrued Expenses$19,104$23,754▲ $4,650
Total Liabilities$88,193$90,157▲ $1,964
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,644,998$1,707,565▲ $62,567
Net Assets With Donor Restrictions$6,789$12,897▲ $6,108
Total Net Assets Fund Balance$1,651,787$1,720,462▲ $68,675
Total Liabilities and Net Assets / Fund Balance$1,739,980$1,810,619▲ $70,639

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$630,862$953,854$1,584,716
Land$317,596-$317,596
Equipment$55,190$216,839$272,029
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Bobbi KassickSecretaryPT$8,961$8,961
Connie DavisTreasurerPT$7,662$7,662

Board Members and Trustees

NameTitle
Dan HicksChairman
Alan MayTrustee
Barbara ShepardTrustee
Kevin GageTrustee
Vinnie CrispinoTrustee
David ClaytonExalted Rule
Emery ShepardLeading Knig
Carlos QuilesLecturing Kn
Patricia GilbertLoyal Knight
Revenue and Support

Revenue Composition

Contributions and Grants
$195,670
Program Service Revenue
$314,793
Investment Income
$30,354
Other Revenue
$134,216
All Other Contributions
$74,688
Change in Net Assets
$78,959
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$454,332
Salaries, Compensation, and Employee Benefits$141,742
Total Fundraising Expense$17,158
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$92,310$32,488-$124,798
Occupancy$69,122$49,694-$118,816
Office Expenses$9,444$40,638-$50,082
Depreciation Depletion$47,491--$47,491
Other Expenses$33,547$11,059-$33,547
All Other Expenses--$17,158$17,158
Payroll Taxes$12,504$4,440-$16,944
Insurance$10,580$5,269-$15,849
Fees for Services Accounting$6,086$4,165-$10,251
Information Technology-$5,910-$5,910
Total Functional Expenses$425,253$153,663$17,158$596,074
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The members elect the board of trustees, committees and elected officers. The members approve significant decisions of the governing body.

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

The ocala elks association members elect the board of trustees, committees and elected officers. All members have equal voting rights.

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

The members approve significant decisions of the governing body. All members have equal voting rights.

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

The lodge reviews the information with the audit committee and governing body and reads the form 990 and financial information prior to the filing of form 990. The lodge reviews the form 990 and financial information with the membership after filing. Additionally, the form 990 and related reports are available for inspection by the membership upon request.

Form 990, Page 6, Part VI, Line 12C

Annual conflict of interest disclosures are reviewed by the board of trustees.

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

The compensation process for top officials is set and annually reviewed by the board of trustees.

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

The compensation process for officers is set and annually reviewed by the board of trustees.

Form 990, Page 6, Part VI, Line 19

Form 990 and related reports are available for inspection by the membership upon request. Additionally, a copy is filed with the grand lodge for review.

Filing and Contact Details

Filer

Filer Name
Ocala Elks Association Inc
EIN
59-0913231
Phone
3527327091
Address
702 NE 25TH AVE, OCALA, FL 34470
Doing Business As
Ocala Elks Lodge No 286

Signing Officer

Name
Connie Davis
Title
Treasurer
Phone
3527327091
Signed
2025-08-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Hicks
Formed
1958
Legal Domicile
Fl
Voting Board Members
11
Independent Board Members
11
Employees
15
Volunteers
43

Preparer

Firm
Collier Jernigan Eastman & Zublick Pa
Address
550 NE 25TH AVE, OCALA, FL 34470-7035
Preparer
Jacquelyn L Eastman CPA
Phone
3527325601
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Book / tax depreciation difference -1

Raw XML Appendix377 raw XML fields

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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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01707565
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IRS990/OccupancyGrp/ManagementAndGeneralAmt049694
IRS990/OccupancyGrp/ProgramServicesAmt069122
IRS990/OccupancyGrp/TotalAmt0118816
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt040638
IRS990/OfficeExpensesGrp/ProgramServicesAmt09444
IRS990/OfficeExpensesGrp/TotalAmt050082
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IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
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IRS990/OtherAssetsTotalGrp/EOYAmt0998
IRS990/OtherChangesInNetAssetsAmt0-1
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IRS990/OtherExpensesGrp/Desc1OTHER PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc2CHARITABLE DONATIONS
IRS990/OtherExpensesGrp/Desc3COGS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011059
IRS990/OtherExpensesGrp/ProgramServicesAmt064596
IRS990/OtherExpensesGrp/ProgramServicesAmt135002
IRS990/OtherExpensesGrp/ProgramServicesAmt244571
IRS990/OtherExpensesGrp/ProgramServicesAmt333547
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IRS990/OtherExpensesGrp/TotalAmt146061
IRS990/OtherExpensesGrp/TotalAmt244571
IRS990/OtherExpensesGrp/TotalAmt333547
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt092310
IRS990/OtherSalariesAndWagesGrp/TotalAmt0124798
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04440
IRS990/PayrollTaxesGrp/ProgramServicesAmt012504
IRS990/PayrollTaxesGrp/TotalAmt016944
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IRS990/PrincipalOfficerNm0DAN HICKS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0722320
IRS990/ProgramServiceRevenueGrp/Desc0CLUB REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1FOOD & BEVERAGE 990T
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0207191
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0207191
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1107602
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IRS990/PYInvestmentIncomeAmt026512
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IRS990/PYOtherRevenueAmt0145706
IRS990/PYProgramServiceRevenueAmt0312587
IRS990/PYRevenuesLessExpensesAmt046842
IRS990/PYSalariesCompEmpBnftPaidAmt0166263
IRS990/PYTotalExpensesAmt0617806
IRS990/PYTotalRevenueAmt0664648
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0314793
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0953854
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IRS990ScheduleD/EquipmentGrp/BookValueAmt055190
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0216839
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0272029
IRS990ScheduleD/LandGrp/BookValueAmt0317596
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0317596
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEMBERS ELECT THE BOARD OF TRUSTEES, COMMITTEES AND ELECTED OFFICERS. THE MEMBERS APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OCALA ELKS ASSOCIATION MEMBERS ELECT THE BOARD OF TRUSTEES, COMMITTEES AND ELECTED OFFICERS. ALL MEMBERS HAVE EQUAL VOTING RIGHTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY. ALL MEMBERS HAVE EQUAL VOTING RIGHTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE LODGE REVIEWS THE INFORMATION WITH THE AUDIT COMMITTEE AND GOVERNING BODY AND READS THE FORM 990 AND FINANCIAL INFORMATION PRIOR TO THE FILING OF FORM 990. THE LODGE REVIEWS THE FORM 990 AND FINANCIAL INFORMATION WITH THE MEMBERSHIP AFTER FILING. ADDITIONALLY, THE FORM 990 AND RELATED REPORTS ARE AVAILABLE FOR INSPECTION BY THE MEMBERSHIP UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUAL CONFLICT OF INTEREST DISCLOSURES ARE REVIEWED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE COMPENSATION PROCESS FOR TOP OFFICIALS IS SET AND ANNUALLY REVIEWED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE COMPENSATION PROCESS FOR OFFICERS IS SET AND ANNUALLY REVIEWED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FORM 990 AND RELATED REPORTS ARE AVAILABLE FOR INSPECTION BY THE MEMBERSHIP UPON REQUEST. ADDITIONALLY, A COPY IS FILED WITH THE GRAND LODGE FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BOOK / TAX DEPRECIATION DIFFERENCE -1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XI, LINE 9
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IRS990/TaxExemptBondsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0425253
IRS990/TotalFunctionalExpensesGrp/TotalAmt0596074
IRS990/TotalGrossUBIAmt0107602
IRS990/TotalLiabilitiesBOYAmt088193
IRS990/TotalLiabilitiesEOYAmt090157
IRS990/TotalLiabilitiesGrp/BOYAmt088193
IRS990/TotalLiabilitiesGrp/EOYAmt090157
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01651787
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01720462
IRS990/TotalProgramServiceExpensesAmt0425253
IRS990/TotalProgramServiceRevenueAmt0314793
IRS990/TotalReportableCompFromOrgAmt016623
IRS990/TotalRevenueGrp/ExclusionAmt0371761
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0675033
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0107602
IRS990/TotalVolunteersCnt043
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01739980
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01810619
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.ELKS.ORG/LODGES
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CONNIE DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03527327091
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OCALA ELKS ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0OCAL
ReturnHeader/Filer/EIN0590913231
ReturnHeader/Filer/PhoneNum03527327091
ReturnHeader/Filer/USAddress/AddressLine1Txt0702 NE 25TH AVE
ReturnHeader/Filer/USAddress/CityNm0OCALA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034470
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593612220
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COLLIER JERNIGAN EASTMAN & ZUBLICK PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0550 NE 25TH AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OCALA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0344707035
ReturnHeader/PreparerPersonGrp/PhoneNum03527325601
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACQUELYN L EASTMAN CPA
ReturnHeader/ReturnTs02025-09-05T09:33:50-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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