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Ocala Lodge No 1014 FY2021 filing

Tax-deductible

Belleview, FL501(c)(8)Mutual / membership EIN 59-1106860Revenue $175K in FY2021Latest return filed Aug 20, 2025

On file with the IRS10035 Se US Highway 441, 34420-2800 · Belleview, FLTax-exempt since Aug 1935

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The Lodge unites its members in the bonds of fraternity, benevolence and charity, this is accomplished by a year round schedule of social and recreational

501(c)(8) fraternal beneficiary society; the IRS lists gifts to it as tax-deductible.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(8)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $93K a year · 46% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
12 mo
of spending, in cash
Looks good: 11.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$74K
11% of total assets
Looks good: liabilities are 11% of assets; 50% or less.
Pt X · Ln 26
Independent board members
262
of 262 voting members
Looks good: 262 of 262 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$175K
Spent
$88K
To programs
0%
Net assets
$616K
By yearFY2021–FY2025
Revenue
$175K
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$175K
FY2022$181K
FY2023$114K
FY2024$239K
FY2025$293K
Expenses
$88K
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$88K
FY2022$63K
FY2023$56K
FY2024$122K
FY2025$211K
Net assets
$616K
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$616K
FY2022$593K
FY2023$618K
FY2024$571K
FY2025$653K

From the FY2021 Form 990 (year ending April 2021) · see the original

990 PDF Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1935.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

8 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Jayme
Nichols
$0Pt VII · Sec A
Clark
Clinton
$0Pt VII · Sec A
Aaron
Karaban
$0Pt VII · Sec A
Andrew
Edwards
$0Pt VII · Sec A
Peter
Will, JR
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Ocala Lodge No 1014 executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Unites members through fraternity, benevolence, and charity with social and recreational events.

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Provided by the organization

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1 program · in their own filed words · FY2020
01

Revenue from gaming

Pt IX · col B

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$175K
Ln 12
Other incomeLn 4–11$141K
Gifts and grantsLn 1h$35K
Money outPt IX
$88K
Ln 25
Owns and owesPt X
$616K
net assets · Ln 32
Cash and savingsLn 1–2$86K
Total assetsLn 16$691K
LiabilitiesLn 26$74K
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a262
IndependentVI 1b262
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$35K
Fundraising eventsLn 1c$2K
Other incomeLn 4–11$141K
Total revenueLn 12$175K
Assets in detailPt X, end of year
CashLn 1$86K
Cash and savings togetherLn 1–2$86K
Land, buildings, equipmentLn 10c$593K
Total assetsLn 16$691K
LiabilitiesLn 26$74K
Net assetsLn 32$616K
OperationsPt I, VI
EmployeesI 50
VolunteersI 650
Fiscal year endsHeaderApril
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$410$86K
Land, buildings, equipmentLn 10c$279K$593K
Total assetsLn 16$286K$691K
LiabilitiesLn 26$286K$74K
Net assetsLn 32$0$616K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$7K$0$0$0
OccupancyLn 16$35K$0$0$0
TravelLn 17$524$0$0$0
Conferences, conventions and meetingsLn 19$2K$0$0$0
Other expenses (24a–d)Ln 24$44K$0$0$0
Total functional expensesLn 25$88K$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Aug 20, 2025 $293K$211K$82K$653K 990 PDF
FY2024Filed with the IRS May 17, 2024 $239K$122K$117K$571K 990 PDF
FY2023Filed with the IRS Sep 15, 2023 $114K$56K$59K$618K 990 PDF
FY2022Filed with the IRS Mar 14, 2023 $181K$63K$118K$593K 990 PDF
FY2021 ViewingFiled with the IRS Oct 12, 2021 $175K$88K$88K$616K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $175,404 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $23,562$34,507
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenuePrior year $130,186$140,897
I-12 Total revenuePrior year $153,748$175,404
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $43,072$6,517
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $115,283$81,286
I-18 Total expensesPrior year $158,355$87,803
I-19 Revenue less expensesPrior year −$4,607$87,601
Part VI · Governance 262 of 262 board members independent, 2 to look at
VI-1a Voting members of the governing body262
VI-1b Independent voting members262
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $175,404 across 6 lines filed
Lines not itemized here account for $138,617 of total revenue; see the IRS return.
VIII-1b Membership dues$4,528
VIII-1c Fundraising events$2,280
VIII-1f All other contributions, gifts and grants$29,979
VIII-1h Total contributions, gifts and grants$34,507
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $2,280$2,280
VIII-12 Total revenueRelated to mission $138,617 · Unrelated business $0 · Excluded from tax $2,280$175,404
Part IX · Statement of functional expenses $87,803 across 5 lines filed
IX-7 Other salaries and wagesPrograms $0 · Management $0 · Fundraising $0$6,517
IX-16 OccupancyPrograms $0 · Management $0 · Fundraising $0$34,748
IX-17 TravelPrograms $0 · Management $0 · Fundraising $0$524
IX-19 Conferences, conventions and meetingsPrograms $0 · Management $0 · Fundraising $0$2,005
IX-24 Other expenses (24a–d)Programs $0 · Management $0 · Fundraising $0$44,009
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$87,803
Part X · Balance sheet $690,537 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $410$86,391
X-8 Inventories for sale or useStart of year $7,511$10,863
X-10c Land, buildings and equipment, netStart of year $278,525$593,283
X-16 Total assetsStart of year $286,446$690,537
X-26 Total liabilitiesStart of year $286,446$74,449
X-28 Net assets with donor restrictions$616,088
X-32 Total net assets or fund balancesStart of year $0$616,088
X-33 Total liabilities and net assetsStart of year $286,446$690,537
Part XI · Reconciliation of net assets $616,088 net assets at year end
XI-1 Total revenue$175,404
XI-2 Total expenses$87,803
XI-3 Revenue less expenses$87,601
XI-4 Net assets at start of year$0
XI-10 Net assets at end of year$616,088

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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