Civic Intelligence

Sierra Vista Lodge No 2065

EIN 86-0146779 • 501(c)8 • Sierra Vista, AZ

Profile

Programs for charitable contributions/scholarships community services bulletin distribution fundraiser funds for charitable contributions donation scholarshipssupport club brotherhood fraternal order activities

1 Elks LaneSierra Vista, AZ 85635

n/A

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.06x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)8 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

80th percentile

0.19x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)8 • <$500k nonprofits • Source year 2025

Net Margin

48th percentile

0.4%

Higher net margin than 48% of similar nonprofits.

501(c)8 • <$500k nonprofits • Source year 2025

Top Officer Pay

95th percentile

$6,000

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

501(c)8 • <$500k nonprofits • Source year 2025

Asset Growth

46th percentile

-1.3%

Faster asset growth than 46% of similar nonprofits.

501(c)8 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

48th percentile

-0.7%

Faster revenue growth than 48% of similar nonprofits.

501(c)8 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$429,363

Down $5,782 (-1.3%) from 2024

Liabilities

Down

$27,291

Down $8,735 (-24%) from 2024

Net Assets

Up

$402,072

Up $2,953 (+0.7%) from 2024

Revenue

Down

$141,677

Down $967 (-0.7%) from 2024

Expenses

Up

$141,069

Up $1,651 (+1.2%) from 2024

Net Income

Down

$608

Down $2,618 (-81%) from 2024

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $330,587Liabilities 2011: $55,8372011Assets 2012: $361,854Liabilities 2012: $52,730Net Assets 2012: $309,1242012Assets 2013: $344,339Liabilities 2013: $42,048Net Assets 2013: $302,2912013Assets 2017: $399,954Liabilities 2017: $28,280Net Assets 2017: $371,6742017Assets 2018: $406,441Liabilities 2018: $38,160Net Assets 2018: $368,2812018Assets 2019: $403,211Liabilities 2019: $29,854Net Assets 2019: $373,3572019Assets 2020: $409,964Liabilities 2020: $27,062Net Assets 2020: $382,9022020Assets 2021: $412,640Liabilities 2021: $23,858Net Assets 2021: $388,7822021Assets 2022: $441,237Liabilities 2022: $33,094Net Assets 2022: $408,1432022Assets 2023: $427,986Liabilities 2023: $33,211Net Assets 2023: $394,7752023Assets 2024: $435,145Liabilities 2024: $36,026Net Assets 2024: $399,1192024Assets 2025: $429,363Liabilities 2025: $27,291Net Assets 2025: $402,0722025

Highlighted filing

2025

Assets$429,363
Liabilities$27,291
Net Assets$402,072

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $160,124Expenses 2011: $157,673Net Income 2011: $2,4512011Revenue 2012: $250,389Expenses 2012: $253,426Net Income 2012: -$3,0372012Revenue 2013: $263,978Expenses 2013: $189,726Net Income 2013: $74,2522013Revenue 2017: $147,995Expenses 2017: $165,055Net Income 2017: -$17,0602017Revenue 2018: $152,471Expenses 2018: $153,676Net Income 2018: -$1,2052018Revenue 2019: $123,910Expenses 2019: $120,052Net Income 2019: $3,8582019Revenue 2020: $133,015Expenses 2020: $104,889Net Income 2020: $28,1262020Revenue 2021: $53,829Expenses 2021: $67,483Net Income 2021: -$13,6542021Revenue 2022: $151,276Expenses 2022: $129,269Net Income 2022: $22,0072022Revenue 2023: $138,205Expenses 2023: $136,989Net Income 2023: $1,2162023Revenue 2024: $142,644Expenses 2024: $139,418Net Income 2024: $3,2262024Revenue 2025: $141,677Expenses 2025: $141,069Net Income 2025: $6082025

Highlighted filing

2025

Revenue$141,677
Expenses$141,069
Net Income$608

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Aug 14, 2025
Return Version
2024v5.2
Gross Receipts
$395,724
Mission and Program Overview

Mission

Programs for charitable contributions/scholarships community services bulletin distribution fundraiser funds for charitable contributions donation scholarshipssupport club brotherhood fraternal order activities

Charitable and community service, fraternal order club brotherhood

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$154,771$160,408▲ $5,637
Land, Buildings, and Equipment, Net$147,274$148,483▲ $1,209
Cash and Non-Interest-Bearing Accounts$97,906$94,379▼ $3,527
Savings and Temporary Cash Investments$23,627$15,741▼ $7,886
Inventories for Sale or Use$11,567$10,352▼ $1,215
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$435,145$429,363▼ $5,782
Other Assets Total-$0-
Liabilities
Deferred Revenue$33,154$25,928▼ $7,226
Accounts Payable and Accrued Expenses$2,872$1,363▼ $1,509
Total Liabilities$36,026$27,291▼ $8,735
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$296,122$294,211▼ $1,911
Net Assets With Donor Restrictions$102,997$107,861▲ $4,864
Total Net Assets Fund Balance$399,119$402,072▲ $2,953
Total Liabilities and Net Assets / Fund Balance$435,145$429,363▼ $5,782

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$62,180$255,041$317,221
Equipment$41,303$167,233$208,536
Land$45,000-$45,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Cheryl StoneSecretaryPT$6,000$6,000
William CallaghanTreasurerPT$4,200$4,200
Jennifer HarmanSecretaryPT$3,850$3,850
Barry Carlile JrSecretaryPT$350$350

Board Members and Trustees

NameTitle
Ben GranadoTrustee 1 yr
Cheryl GillespieTrustee 2 Yr
Renee ConcodoraTrustee 3 yr
Sherry SimonChaplain
Ed StoneExalted Ruler
Ed Mealy JrLeading Knight
Bethney FerrillLecturingKnight
Mark ThibodeauLoyal Knight
Jeff HeathTiler
Renee OlejnicakTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$99,230
Program Service Revenue
$0
Investment Income
$7,905
Other Revenue
$34,542
All Other Contributions
$46,717
Change in Net Assets
$608
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$116,184
Salaries, Compensation, and Employee Benefits$24,885
Total Fundraising Expense$3,664
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$12,983$3,246-$16,229
Current Officers, Directors, Trustees, and Key Employees$10,200$4,200-$14,400
Depreciation Depletion$11,848$242-$12,090
Other Expenses$7,661-$3,664$11,325
All Other Expenses$7,069$3,767-$10,836
Other Salaries and Wages$8,450--$8,450
Office Expenses$2,382$2,382-$4,764
Conferences and Meetings$4,386--$4,386
Insurance$2,534$634-$3,168
Fees for Services Accounting-$2,390-$2,390
Payroll Taxes$1,526$509-$2,035
Fees for Services Management-$109-$109
Total Functional Expenses$119,926$17,479$3,664$141,069
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$211,503
Gaming Direct Expenses$203,302
Fundraising Gross Income$7,224
Fundraising Direct Expenses$4,642
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Octoberfest$7,224$7,224$4,642$2,582
Total Events$7,224$7,224$4,642$2,582
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Sierra Vista Lodge No 2065
EIN
86-0146779
Phone
5204582065
Address
1 ELKS LANE, SIERRA VISTA, AZ 85635

Signing Officer

Name
Ed Stone
Title
Exalted Ruler
Signed
2025-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ed Stone
Formed
1958
Legal Domicile
Az
Voting Board Members
8
Independent Board Members
0
Employees
4
Volunteers
60

Preparer

Firm
Larry D Moeller Pc
Address
1807 W Thatcher Blvd PO Box 32, Safford, AZ 85548
Preparer
Larry D Moeller CPA
Phone
9284281122
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt0160408
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0422274
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0147274
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0148483
IRS990/LandBldgEquipCostOrOtherBssAmt0570757
IRS990/LegalDomicileStateCd0AZ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03366
IRS990/LessRentalExpensesGrp/RealAmt0235
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt045256
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROGRAMS FOR CHARITABLE CONTRIBUTIONS/SCHOLARSHIPS COMMUNITY SERVICES BULLETIN DISTRIBUTION FUNDRAISER FUNDS FOR CHARITABLE CONTRIBUTIONS DONATION SCHOLARSHIPSSUPPORT CLUB BROTHERHOOD FRATERNAL ORDER ACTIVITIES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0399119
IRS990/NetAssetsOrFundBalancesEOYAmt0402072
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0322
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0322
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt02582
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt02582
IRS990/NetIncomeFromGamingGrp/ExclusionAmt08201
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt08201
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt010987
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt010987
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt012772
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt012772
IRS990/NetUnrlzdGainsLossesInvstAmt02345
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0296122
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0294211
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt03246
IRS990/OccupancyGrp/ProgramServicesAmt012983
IRS990/OccupancyGrp/TotalAmt016229
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02382
IRS990/OfficeExpensesGrp/ProgramServicesAmt02382
IRS990/OfficeExpensesGrp/TotalAmt04764
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0LOCAL CHARITY & SCHOLARSHIPS
IRS990/OtherExpensesGrp/Desc1PER CAPITA GL
IRS990/OtherExpensesGrp/Desc2ELKS NATIONAL CHARITY
IRS990/OtherExpensesGrp/Desc3COMMITTEES
IRS990/OtherExpensesGrp/FundraisingAmt03664
IRS990/OtherExpensesGrp/ProgramServicesAmt021315
IRS990/OtherExpensesGrp/ProgramServicesAmt115219
IRS990/OtherExpensesGrp/ProgramServicesAmt214353
IRS990/OtherExpensesGrp/ProgramServicesAmt37661
IRS990/OtherExpensesGrp/TotalAmt021315
IRS990/OtherExpensesGrp/TotalAmt115219
IRS990/OtherExpensesGrp/TotalAmt214353
IRS990/OtherExpensesGrp/TotalAmt311325
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08450
IRS990/OtherSalariesAndWagesGrp/TotalAmt08450
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0509
IRS990/PayrollTaxesGrp/ProgramServicesAmt01526
IRS990/PayrollTaxesGrp/TotalAmt02035
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0ED STONE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS, VETERANS EVENTS, RITUAL TEAM, LOCAL CHARITIES
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt019332
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt017630
IRS990/ProgSrvcAccomActy3Grp/Desc0CHARITABLE INCOME RESTRICTED FOR ELKS NATIONAL FUNDS, ARIZONA ELKS MAJOR PROJECTS, AND BULLETINS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt019245
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt018317
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt095461
IRS990/PYInvestmentIncomeAmt06997
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0117763
IRS990/PYOtherRevenueAmt040186
IRS990/PYRevenuesLessExpensesAmt03226
IRS990/PYSalariesCompEmpBnftPaidAmt021655
IRS990/PYTotalExpensesAmt0139418
IRS990/PYTotalRevenueAmt0142644
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0608
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt012772
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt063283
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt023627
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015741
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt062180
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0255041
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0317221
IRS990ScheduleD/EquipmentGrp/BookValueAmt041303
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0167233
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0208536
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt045000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt045000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0148483
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04642
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OCTOBERFEST
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07224
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt07224
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07224
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt07224
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02582
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04642
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04642
IRS990ScheduleG/GamingInformationGrp/CashPrizesBingoAmt0128041
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt0128041
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt0203302
IRS990ScheduleG/GamingInformationGrp/GrossRevenueBingoAmt0174150
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt026294
IRS990ScheduleG/GamingInformationGrp/GrossRevenuePullTabsAmt011059
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt0211503
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt08201
IRS990ScheduleG/GamingInformationGrp/NonCashPrizesBingoAmt02942
IRS990ScheduleG/GamingInformationGrp/NonCashPrizesTotalGamingAmt02942
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt024196
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt042567
IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesBingoAmt012953
IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesPullTabsAmt05418

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