Civic Intelligence

Lake Shore Lodge 2020 Loyal Order of Moose

EIN 59-1319012 • 501(c)8 • Jacksonville, FL

Profile

This organization unites its members in the bonds of fraternity, benevolence, & charity. This is accomplished through a year-round schedule of social & recreational activities for the members and their families, estimated to number 1520

5051 Collins RdJacksonville, FL 32244

mooseunits.com

Siviq Scores

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

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

501(c)8 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

43rd percentile

0.01x

Higher debt load relative to revenue than 43% of similar nonprofits.

501(c)8 • $500k-$1M nonprofits • Source year 2025

Net Margin

9th percentile

-26%

Higher net margin than 9% of similar nonprofits.

501(c)8 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

94th percentile

$23,400

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 12.0% of source-year revenue.

501(c)8 • $500k-$1M nonprofits • Source year 2025

Asset Growth

10th percentile

-8.3%

Faster asset growth than 10% of similar nonprofits.

501(c)8 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

16th percentile

-16%

Faster revenue growth than 16% of similar nonprofits.

501(c)8 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Down

$586,394

Down $52,929 (-8.3%) from 2024

Liabilities

Down

$2,539

Down $1,548 (-38%) from 2024

Net Assets

Down

$583,855

Down $51,381 (-8.1%) from 2024

Revenue

Down

$195,315

Down $38,498 (-16%) from 2024

Expenses

Up

$245,810

Up $32,889 (+15%) from 2024

Net Income

Down

-$50,495

Down $71,387 (-342%) from 2024

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $364,399Liabilities 2012: $29,954Net Assets 2012: $334,4452012Assets 2013: $396,159Liabilities 2013: $24,908Net Assets 2013: $371,2512013Assets 2014: $407,484Liabilities 2014: $20,308Net Assets 2014: $387,1762014Assets 2015: $475,034Liabilities 2015: $13,875Net Assets 2015: $461,1592015Assets 2016: $496,620Liabilities 2016: $9,467Net Assets 2016: $487,1532016Assets 2017: $490,793Liabilities 2017: $4,728Net Assets 2017: $486,0652017Assets 2018: $526,941Liabilities 2018: $1,585Net Assets 2018: $525,3562018Assets 2019: $560,143Liabilities 2019: $0Net Assets 2019: $560,1432019Assets 2020: $564,895Liabilities 2020: $0Net Assets 2020: $564,8952020Assets 2021: $578,777Liabilities 2021: $0Net Assets 2021: $578,7772021Assets 2022: $595,209Liabilities 2022: $0Net Assets 2022: $595,2092022Assets 2023: $620,483Liabilities 2023: $5,690Net Assets 2023: $614,7932023Assets 2024: $639,323Liabilities 2024: $4,087Net Assets 2024: $635,2362024Assets 2025: $586,394Liabilities 2025: $2,539Net Assets 2025: $583,8552025

Highlighted filing

2025

Assets$586,394
Liabilities$2,539
Net Assets$583,855

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2012: $177,0532012Expenses 2013: $154,0462013Revenue 2014: $198,347Expenses 2014: $178,039Net Income 2014: $20,3082014Revenue 2015: $202,991Expenses 2015: $169,155Net Income 2015: $33,8362015Revenue 2016: $196,200Expenses 2016: $170,206Net Income 2016: $25,9942016Revenue 2017: $199,939Expenses 2017: $205,766Net Income 2017: -$5,8272017Revenue 2018: $173,773Expenses 2018: $134,482Net Income 2018: $39,2912018Revenue 2019: $144,192Expenses 2019: $109,405Net Income 2019: $34,7872019Revenue 2020: $148,005Expenses 2020: $143,253Net Income 2020: $4,7522020Revenue 2021: $175,895Expenses 2021: $162,013Net Income 2021: $13,8822021Revenue 2022: $185,435Expenses 2022: $169,003Net Income 2022: $16,4322022Revenue 2023: $254,166Expenses 2023: $222,957Net Income 2023: $31,2092023Revenue 2024: $233,813Expenses 2024: $212,921Net Income 2024: $20,8922024Revenue 2025: $195,315Expenses 2025: $245,810Net Income 2025: -$50,4952025

Highlighted filing

2025

Revenue$195,315
Expenses$245,810
Net Income-$50,495

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.86$0.03$5.84$1.95$2.46$0.50
2024Detailed filing. Detailed filing data is available for this year.$6.39$0.04$6.35$2.34$2.13$0.21
2023Detailed filing. Detailed filing data is available for this year.$6.20$0.06$6.15$2.54$2.23$0.31
2022Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$1.85$1.69$0.16
2021Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$1.76$1.62$0.14
2020Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$1.48$1.43$0.05
2019Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$1.44$1.09$0.35
2018Detailed filing. Detailed filing data is available for this year.$5.27$0.02$5.25$1.74$1.34$0.39
2017Detailed filing. Detailed filing data is available for this year.$4.91$0.05$4.86$2.00$2.06$0.06
2016Detailed filing. Detailed filing data is available for this year.$4.97$0.09$4.87$1.96$1.70$0.26
2015Detailed filing. Detailed filing data is available for this year.$4.75$0.14$4.61$2.03$1.69$0.34
2014Detailed filing. Detailed filing data is available for this year.$4.07$0.20$3.87$1.98$1.78$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.96$0.25$3.71$1.54
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.64$0.30$3.34$1.77
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Jan 15, 2025
Return Version
2024v5.2
Gross Receipts
$276,940
Mission and Program Overview

Mission

This organization unites its members in the bonds of fraternity, benevolence, & charity. This is accomplished through a year-round schedule of social & recreational activities for the members and their families, estimated to number 1520

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$540,294$540,294→ $0
Cash and Non-Interest-Bearing Accounts$77,536$24,682▼ $52,854
Inventories for Sale or Use$20,542$21,318▲ $776
Accounts Receivable$951$100▼ $851
Total Assets$639,323$586,394▼ $52,929
Liabilities
Other Liabilities$1,883$2,539▲ $656
Accounts Payable and Accrued Expenses$2,204--
Total Liabilities$4,087$2,539▼ $1,548
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$635,236$583,855▼ $51,381
Total Net Assets Fund Balance$635,236$583,855▼ $51,381
Total Liabilities and Net Assets / Fund Balance$639,323$586,394▼ $52,929

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$448,753-$448,753
Equipment$91,541-$91,541
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Donald AdamsAdministratorFT$23,400$23,400

Board Members and Trustees

NameTitle
William FrazierPresident
Donna NorrisTrustee
Richard DionTrustee
Charles HarrisonChaplain
Richard HannaJr Governor
David GageSecretary
Edward FranksTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$34,623
Program Service Revenue
$89,686
Investment Income
$0
Other Revenue
$71,006
Change in Net Assets
$-50,495
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$167,411
Salaries, Compensation, and Employee Benefits$78,399
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$49,317--$49,317
Occupancy$34,856--$34,856
Current Officers, Directors, Trustees, and Key Employees$23,400--$23,400
Insurance$18,028--$18,028
All Other Expenses$15,843--$15,843
Other Expenses$11,142--$11,142
Office Expenses$6,586--$6,586
Payroll Taxes$5,682--$5,682
Conferences and Meetings$2,485--$2,485
Payments to Affiliates$1,176--$1,176
Total Functional Expenses$245,810$0$0$245,810
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
State Sales Tax$810
Due to Other Fraternal Units$503
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

We are a member organization

Member election for additional members Part VI line 7A

The voting members of the board of officers are elected by the membership and all new membership applications are approved by the membership

Governing body decisions Part VI line 7B

All disbursement of funds including payment of bills are voted on by the membership. The membership also approves any rule changes regarding the operation of the facility and property

Governing body meeting documentation Part VI line 8A

Minutes are kept of all official meetings of the Membership and Board of Officers

Committee meeting documentation Part VI line 8B

Minutes are kept of all official committee meetings

Form 990 governing body review Part VI line 11

Information for the 990 was reviewed with the board and approved for processing. A draft copy was submitted for final approval before transmitting to the IRS.

Form 990 availability to public Part VI line 18

All members can request to review the records which are located on-site. All non-members are directed to free websites such as irs.gov or GuideStar for viewing or they can make an appointment with the Administrator to view

Governing documents etc available to public Part VI line 19

All members can request to review the records which are located on-site. All non-members are directed to free websites such as irs.gov or GuideStar for viewing or they can make an appointment with the Administrator to view

Filing and Contact Details

Filer

Filer Name
Lake Shore Lodge 2020 Loyal Order of Moose
EIN
59-1319012
In Care Of
% Donald Adams
Phone
9042645355
Address
5051 Collins Rd, Jacksonville, FL 32244

Signing Officer

Name
Donald Adams
Title
Administrator
Phone
9042645355
Signed
2025-01-15
Discuss with paid preparer
No

Organization Details

Formed
1963
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
7
Employees
0
Volunteers
75

Preparer

Firm
SET Bookkeeping Service
Address
10703 Waxhaw Manor Dr, Waxhaw, NC 28173
Preparer
Emily Thompson
Phone
7042324373
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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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IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0448753
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0448753
IRS990ScheduleD/EquipmentGrp/BookValueAmt091541
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt091541
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt01226
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0810
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1503
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0State Sales Tax
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Due to Other Fraternal Units
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0540294
IRS990ScheduleD/TotalLiabilityAmt02539
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0We are a member organization
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The voting members of the board of officers are elected by the membership and all new membership applications are approved by the membership
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All disbursement of funds including payment of bills are voted on by the membership. The membership also approves any rule changes regarding the operation of the facility and property
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Minutes are kept of all official meetings of the Membership and Board of Officers
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Minutes are kept of all official committee meetings
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Information for the 990 was reviewed with the board and approved for processing. A draft copy was submitted for final approval before transmitting to the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6All members can request to review the records which are located on-site. All non-members are directed to free websites such as irs.gov or GuideStar for viewing or they can make an appointment with the Administrator to view
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7All members can request to review the records which are located on-site. All non-members are directed to free websites such as irs.gov or GuideStar for viewing or they can make an appointment with the Administrator to view
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing body meeting documentation Part VI line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Governing documents etc available to public Part VI line 19
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0Sole Member
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Moose International
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0361408120
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 c 8
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Fraternalism
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0155 S International Dr
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Mooseheart
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd060539
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0639323
IRS990/TotalAssetsEOYAmt0586394
IRS990/TotalAssetsGrp/BOYAmt0639323
IRS990/TotalAssetsGrp/EOYAmt0586394
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt034623
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0245810
IRS990/TotalFunctionalExpensesGrp/TotalAmt0245810
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04087
IRS990/TotalLiabilitiesEOYAmt02539
IRS990/TotalLiabilitiesGrp/BOYAmt04087
IRS990/TotalLiabilitiesGrp/EOYAmt02539
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0635236
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0583855
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0245810
IRS990/TotalProgramServiceRevenueAmt089686
IRS990/TotalReportableCompFromOrgAmt023400
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0160692
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0195315
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt075
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0639323
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0586394
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD ADAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Administrator
ReturnHeader/BusinessOfficerGrp/PhoneNum09042645355
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lake Shore Lodge 2020 Loyal Order of Moose
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0591319012
ReturnHeader/Filer/InCareOfNm0% Donald Adams
ReturnHeader/Filer/PhoneNum09042645355
ReturnHeader/Filer/USAddress/AddressLine1Txt05051 Collins Rd
ReturnHeader/Filer/USAddress/CityNm0Jacksonville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032244
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0934287035
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SET Bookkeeping Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010703 Waxhaw Manor Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Waxhaw
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028173
ReturnHeader/PreparerPersonGrp/PhoneNum07042324373
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EMILY THOMPSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-03-03T13:43:03-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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