Liabilities / Assets
88th percentile
Higher debt load relative to assets than 88% of similar nonprofits.
Lake Stockton Elks Lodge #2858
EIN 80-0305239 • 501(c)8 • Stockton, MO
Profile
Charity justice love fidelity
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.25x
Liabilities / Revenue
94th percentile
Higher debt load relative to revenue than 94% of similar nonprofits.
Net Margin
84th percentile
Higher net margin than 84% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
Up$204,478
Up $49,093 (+32%) from 2020
Liabilities
Down$50,486
Down $13,080 (-21%) from 2020
Net Assets
Up$153,992
Up $62,173 (+68%) from 2020
Revenue
Up$69,299
Up $29,340 (+73%) from 2020
Expenses
Up$52,512
Up $7,911 (+18%) from 2020
Net Income
Up$16,787
Up $21,429 (+462%) from 2020
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $204,478
- Liabilities
- $50,486
- Net assets
- $153,992
- Revenue
- $69,299
- Expenses
- $52,512
- Net income
- $16,787
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Apr 1, 2024 to Mar 31, 2025
- Signed
- May 21, 2025
- Return Version
- 2024v5.0
- Gross Receipts
- $89,695
Mission and Program Overview
Mission
Subordinate lodge operating under the statutes, rules and regulations of the benevolent protective order of the elks of the united states of america. Performing charitable works for veterans, youth and foster fraternity with members.
Charity justice love fidelity
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE LODGE PROVIDES A SOCIAL ENVIRONMENT FOR MEMBERS AND THEIR FAMILIES AND HOLDS ACTIVITIES TO GENERATE FUNDS TO ACCOMPLISH THEIR GOALS | - | $19,085 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MARILYN ELLIS | Exalted Ruler | PT | $0 | - | - |
| CARIE DAWES | Secretary | PT | $0 | - | - |
| LISA SMITH | Treasurer | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- LAKE STOCKTON ELKS LODGE #2858
- EIN
- 80-0305239
- Address
- PO BOX 767, STOCKTON, MO 65785
Signing Officer
- Name
- Lisa Smith
- Title
- Treasurer
- Phone
- 3033322391
- Signed
- 2025-05-21
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Jerry Winfiel Tax Service
- Address
- 111 N SPRINGFIELD AVE, BOLIVAR, MO 65613-1644
- Preparer
- Curtis M Brier CPA
- Phone
- 4173263326
Supplemental Narrative
Additional Explanations
990-ez Page 1 Line 10
“To meet certain requirements elks national committee the lodge donates to local families in need as well as veterans organizations”
990-ez Page 1 Line 16
“These expenses are for meeting the requirements of being an elks lodge. Primarily, officers must attend state and national conventions and to provide for visiting dignitaries”
990-ez Page 2 Line 26
“The bulk of this liability is the mortgage on the lodge building”
990-ez Page 1 Line 21
“This reflects prior period adjustments this is the first year the lodge has had to file anything other than a 990-n”
Raw XML Appendix116 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.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | LISA SMITH |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 3033322391 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 767 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | STOCKTON |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MO |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 65785 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 40760 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 52043 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 16754 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 19085 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 16787 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1901 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 179766 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 204478 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 9913 |
| IRS990EZ/GamingGrossIncomeAmt | 0 | 3123 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 18479 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 31848 |
| IRS990EZ/GrossReceiptsAmt | 0 | 89695 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 50933 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 136130 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 136130 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 8972 |
| IRS990EZ/MethodOfAccountingOtherDesc | 0 | true |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 126577 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 153992 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 126577 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 153992 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 20997 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 20 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | MARILYN ELLIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | CARIE DAWES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | LISA SMITH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | EXALTED RULER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 2876 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 16305 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 10628 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 11135 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | CHARITY JUSTICE LOVE FIDELITY |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE LODGE PROVIDES A SOCIAL ENVIRONMENT FOR MEMBERS AND THEIR FAMILIES AND HOLDS ACTIVITIES TO GENERATE FUNDS TO ACCOMPLISH THEIR GOALS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 19085 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 1311 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 11725 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 53189 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 50486 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 52512 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 19085 |
| IRS990EZ/TotalRevenueAmt | 0 | 69299 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | TO MEET CERTAIN REQUIREMENTS ELKS NATIONAL COMMITTEE THE LODGE DONATES TO LOCAL FAMILIES IN NEED AS WELL AS VETERANS ORGANIZATIONS |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THESE EXPENSES ARE FOR MEETING THE REQUIREMENTS OF BEING AN ELKS LODGE. PRIMARILY, OFFICERS MUST ATTEND STATE AND NATIONAL CONVENTIONS AND TO PROVIDE FOR VISITING DIGNITARIES |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE BULK OF THIS LIABILITY IS THE MORTGAGE ON THE LODGE BUILDING |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THIS REFLECTS PRIOR PERIOD ADJUSTMENTS THIS IS THE FIRST YEAR THE LODGE HAS HAD TO FILE ANYTHING OTHER THAN A 990-N |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | 990-EZ PAGE 1 LINE 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | 990-EZ PAGE 1 LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | 990-EZ PAGE 2 LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | 990-EZ PAGE 1 LINE 21 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LISA SMITH |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3033322391 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-05-21 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | LAKE STOCKTON ELKS LODGE #2858 |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LAKE |
| ReturnHeader/Filer/EIN | 0 | 800305239 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 767 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | STOCKTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MO |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 65785 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 770602116 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | JERRY WINFIEL TAX SERVICE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 111 N SPRINGFIELD AVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BOLIVAR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 656131644 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4173263326 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-05-21 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CURTIS M BRIER CPA |
| ReturnHeader/ReturnTs | 0 | 2025-05-23T10:05:08-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-04-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-03-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
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