MASONIC HOMES OF CALIFORNIA: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MASONIC HOMES OF CALIFORNIA (EIN 94-1156564)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2025-08-19
- IRS object ID
- 202502319349300005
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-19T01:53:02-05:00 | ReturnTs |
| Tax Period End | 2024-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 CAMINO RAMON STE 350 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945835004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941156564 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASONIC HOMES OF CALIFORNIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MASO | BusinessNameControlTxt |
| Phone | 4157767000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 CALIFORNIA STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL HUNTER | PersonNm |
| Person Title | VP & CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 4157767000 | PhoneNum |
| Signature | 2025-08-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW PETROSKI | PreparerPersonNm |
| PTIN | P00853132 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2025-08-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TERRY QUIGLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 CALIFORNIA STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $155,400,907 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MASONICHOME.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1918 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE MASONIC HOMES OF CALIFORNIA PROMOTES THE QUALITY OF LIFE (CONTINUED ON SCH. O)BY EMPOWERING OUR MEMBERS, THEIR FAMILIES AND THE OUTSIDE COMMUNITIES WITH RESIDENTIAL CARE, CARE MANAGEMENT AND SUPPORT AS WELL AS MENTAL HEALTH SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 523 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,899,731 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,868,088 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $22,488,897 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,288,936 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,825,123 | PYInvestmentIncomeAmt |
| CY Investment Income | $87,366,686 | CYInvestmentIncomeAmt |
| PY Other Revenue | $274,139 | PYOtherRevenueAmt |
| CY Other Revenue | $65,963 | CYOtherRevenueAmt |
| PY Total Revenue | $37,487,890 | PYTotalRevenueAmt |
| CY Total Revenue | $116,589,673 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,358,964 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,650,675 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $40,519,664 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $44,264,520 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,088,429 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $35,629,893 | PYOtherExpensesAmt |
| CY Other Expenses | $45,148,075 | CYOtherExpensesAmt |
| PY Total Expenses | $82,508,521 | PYTotalExpensesAmt |
| CY Total Expenses | $96,063,270 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$45,020,631 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $20,526,403 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,087,352,812 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,170,735,764 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $72,788,805 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $54,323,127 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,014,564,007 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,116,412,637 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | IN KEEPING WITH THE TENETS OF FREEMASONRY, THE MASONIC HOMES OF CALIFORNIA PROMOTES THE QUALITY OF LIFE BY EMPOWERING OUR MEMBERS, THEIR FAMILIES AND OUR COMMUNITIES TO LIVE WELL AND ACHIEVE MEANINGFUL AND REWARDING LIVES. (CONTINUED ON SCH. O)THE MASONIC HOMES OF CALIFORNIA SERVES SENIORS, YOUTH AND FAMILIES FOR THE BETTER BY PROVIDING SOLUTIONS TO THE CHALLENGES FACED BY MASONS, THEIR FAMILIES AND OUR SURROUNDING COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $76,542,432 | ExpenseAmt |
| Grant | $3,967,661 | GrantAmt |
| Revenue | $23,084,239 | RevenueAmt |
| Desc | OPERATION OF HOMES FOR THE ELDERLY (ADULT RESIDENTIAL SERVICE): MASONIC HOMES PROVIDES A CONTINUUM OF SERVICES TO RESIDENTS, INCLUDING AN "AGING IN PLACE" APPROACH TO CARE AND SERVICES WHENEVER POSSIBLE. THIS MEANS WE TRY TO BRING NEEDED SERVICES TO RESIDENTS WHERE THEY RESIDE. RESIDENTS ALSO HAVE THE SECURITY OF KNOWING THAT MULTIPLE LEVELS OF CARE WILL BE AVAILABLE TO THEM ON THE SAME CAMPUS AS THEIR NEEDS CHANGE. THE MASONIC HOMES OF CALIFORNIA OFFER THE FOLLOWING LEVELS OF RESIDENTIAL SERVICE:INDEPENDENT LIVING - RESIDENTS WHO QUALIFY FOR INDEPENDENT LIVING ARE ABLE TO PROVIDE MOST OR ALL OF THEIR OWN CARE, (CONTINUED ON SCH.O)EVEN THOUGH SOME USE WALKERS OR CANES. ASSISTED LIVING - RESIDENTS ARE ABLE TO LIVE INDEPENDENTLY WHILE RECEIVING ASSISTANCE WITH ACTIVITIES OF DAILY LIVING, SUCH AS BATHING, TAKING MEDICATIONS AND DRESSING. SKILLED NURSING LOCATED IN BOTH UNION CITY AND COVINA, THIS LEVEL OF SUPPORT INCLUDES AROUND-THE-CLOCK NURSING, SHORT TERM REHABILITATION, AND CUSTODIAL CARE AVAILABLE TO RESIDENTS. MEMORY CARE - A SPECIALIZED AND SECURE LEVEL OF CARE CALLED TRADITIONS, IS LOCATED ON THE UNION CITY CAMPUS. IT ALLOWS STAFF TO PROVIDE OPTIMAL CARE AND A SAFE ENVIRONMENT FOR THE RESIDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,981,331 | ExpenseAmt |
| Grant | $2,598,599 | GrantAmt |
| Desc | MASONIC OUTREACH PROGRAM: MASONIC HOMES OF CALIFORNIA KNOWS THAT MANY OF OUR CONSTITUENTS PREFER TO LIVE THEIR LIVES IN THEIR OWN HOMES OR HOME COMMUNITIES. YET MANY NEED HELP COPING WITH THE CHALLENGES AND ISSUES ASSOCIATED WITH AGING. IN RESPONSE, THE MASONIC HOMES OF CALIFORNIA OFFERS MASONIC OUTREACH SERVICES (MOS) PROGRAM TO BETTER MEET THE NEEDS OF OUR ELDERLY CONSTITUENTS WHO WISH TO REMAIN IN THEIR OWN HOME OR COMMUNITY. MASONIC HOMES' GOAL IS TO PROVIDE OUR FRATERNAL FAMILY MEMBERS ACCESS TO THE SERVICES AND RESOURCES THEY NEED TO STAY HEALTHY AND SAFE IN THEIR OWN HOMES OR IN RETIREMENT FACILITIES IN THEIR HOME COMMUNITIES. MASONIC OUTREACH SERVICES INCLUDE, ONGOING FINANCIAL AND CARE SUPPORT FOR THOSE WITH DEMONSTRATED NEED, INTERIM FINANCIAL AND CARE SUPPORT (CONTINUED ON SCH. O)FOR THOSE ON THE WAIT LIST FOR THE MASONIC HOMES OF CALIFORNIA, AND INFORMATION AND REFERRALS TO COMMUNITY-BASED SENIOR PROVIDERS ACROSS CALIFORNIA. SOME CLIENTS NEED HELP IDENTIFYING APPROPRIATE SERVICE PROVIDERS IN THEIR AREA. OTHERS NEED HELP DEVELOPING A COMPREHENSIVE CARE PLAN THAT ADDRESSES THEIR PHYSICAL, EMOTIONAL AND FINANCIAL NEEDS. MOS TAILORS ITS SERVICES TO THE NEEDS OF THE CLIENT. FOR THOSE CLIENTS WHO NEED FINANCIAL ASSISTANCE, A CARE PLAN AND BUDGET IS DEVELOPED THAT SUPPORTS THEIR PHYSICAL, EMOTIONAL AND SOCIAL WELLBEING. THE AMOUNT OF SUPPORT CLIENTS RECEIVE IS DETERMINED BY THEIR NEEDS. AS NEEDS CHANGE, SO DOES THE AMOUNT OF SUPPORT. MOS ALSO PROVIDES FINANCIAL AND CARE MANAGEMENT SUPPORT TO THOSE WITH IMMEDIATE AND PRESSING NEEDS WHO ARE ON THE WAITING LIST FOR THE MASONIC HOMES OF CALIFORNIA. WE KNOW WAITING CAN BE DIFFICULT WHEN YOUR NEEDS ARE URGENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,476,283 | ExpenseAmt |
| Revenue | $1,204,697 | RevenueAmt |
| Desc | MASONIC CENTER FOR YOUTH AND FAMILIES (MCYAF) IS A PLACE WHERE YOUNG PEOPLE AND FAMILIES WHO STRUGGLE WITH BEHAVIORAL, LEARNING, AND PSYCHOLOGICAL PROBLEMS CAN IMPROVE FUNCTION AND UNLOCK POTENTIAL. MCYAF ALSO PROVIDES COUNSELING AND SUPPORT TO RESIDENTS IN OUR RESIDENTIAL COMMUNITIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $382,904 | ExpenseAmt |
| Grant | $84,415 | GrantAmt |
| Desc | GRANT TO DISTRESSED WORTHY BROTHER, SCHOLARSHIP, AND COMMUNITY SPONSORSHIP | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $382,904 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $84,415 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $86,382,950 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 91 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 523 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIBEL PASAMIC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4152929126 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 CALIFORNIA STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ARA MALAYON | ||||||||||
| CHAIRMAN | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SEAN MANTUCCA | ||||||||||
| VICE CHAIRMAN | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MARIO A BALBIANI | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEFFREY L BEAR | ||||||||||
| TRUSTEE (THRU 10/24) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRIAN P BEZNER | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| GARRETT S CHAN | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERTO DIAZ JR | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ERIC D HATFIELD | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RONALD G HOPKINS | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SCOTT A MORRISON JR | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICK I MULDOON | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK R PARINAS | ||||||||||
| TRUSTEE (THRU 10/24) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| GARY A PEARE | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRUCE R RICK | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ARTHUR L SALAZAR JR | ||||||||||
| TRUSTEE (THRU 10/24) | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER D SMITH | ||||||||||
| CTO AND TRUSTEE | 31.07 | 8.93 | Yes (X) | $0 | $233,090 | $41,812 | ||||
| TERRY QUIGLEY | ||||||||||
| PRESIDENT AND CEO (START 07/23) | 40.00 | 0.00 | Yes (X) | $252,850 | $0 | $10,857 | ||||
| ALLAN L CASALOU | ||||||||||
| GRAND SECRETARY | 12.18 | 27.82 | Yes (X) | $0 | $415,212 | $51,453 | ||||
| CAROL R HUNTER | ||||||||||
| VP & CHIEF FINANCIAL OFFICER | 17.45 | 22.55 | Yes (X) | $0 | $326,961 | $37,145 | ||||
| ANDREW D CAMERON | ||||||||||
| GENERAL COUNSEL | 27.41 | 12.59 | Yes (X) | $0 | $239,541 | $56,641 | ||||
| DOUGLAS ISMAIL | ||||||||||
| CHIEF PHILANTHROPY OFFICER | 29.88 | 10.12 | Yes (X) | $0 | $335,058 | $48,186 | ||||
| CHARLES P CROSS | ||||||||||
| TREASURER | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH PRITCHARD | ||||||||||
| CHIEF OPERATING OFFICER | 40.00 | 0.00 | $313,550 | $0 | $50,261 | Yes (X) | ||||
| ANDREW R UEHLING | ||||||||||
| CHIEF HUMAN RESOURCES OFFICER | 8.00 | 32.00 | $0 | $271,030 | $29,417 | Yes (X) | ||||
| VINCENT GONZAGA | ||||||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | $237,136 | $0 | $20,166 | Yes (X) | ||||
| CHRISTINE GERSHTEIN | ||||||||||
| VP OF CLINICAL SERVICES | 40.00 | 0.00 | $225,841 | $0 | $43,249 | Yes (X) | ||||
| SOLEDAD V MARTINEZ | ||||||||||
| RESIDENT SERVICES ADMINISTRATOR | 40.00 | 0.00 | $209,896 | $0 | $42,740 | Yes (X) | ||||
| SABRINA MONTES | ||||||||||
| VP OF COMMUNITY-BASED SERVICES | 40.00 | 0.00 | $199,518 | $0 | $31,815 | Yes (X) | ||||
| YVONNE WONG | ||||||||||
| PHARMACY DIRECTOR | 40.00 | 0.00 | $221,259 | $0 | $21,710 | Yes (X) | ||||
| KIMBERLY RICH | ||||||||||
| ADMINISTRATOR OF MCYAF | 40.00 | 0.00 | $197,566 | $0 | $44,618 | Yes (X) | ||||
| CYNTHIA CRUZ | ||||||||||
| ADMINISTRATOR | 40.00 | 0.00 | $197,418 | $0 | $44,290 | Yes (X) | ||||
| ETHAN ORNSTEIN | ||||||||||
| DIR. OF FAMILY SERVICES (THRU 01/24) | 40.00 | 0.00 | $170,825 | $0 | $50,417 | Yes (X) | ||||
| LISA GOODWIN | ||||||||||
| SENIOR DIRECTOR | 40.00 | 0.00 | $163,756 | $0 | $35,696 | Yes (X) | ||||
| GARY CHARLAND | ||||||||||
| PRESIDENT AND CEO (THRU 10/23) | 40.00 | 0.00 | $608,187 | $0 | $50,873 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,997,802 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,820,892 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $711,346 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 45 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MASON BUILDING & DESIGN | |||||
| 1400 S STREET | SACRAMENTO | CA | 95811 | CONSTRUCTION AND PROJECT MANAGEMENT SERV | $8,719,280 |
| QUIRING GENERAL LLC | |||||
| 5118 E CLINTON WAY SUITE 201 | FRESNO | CA | 93727 | CONSTRUCTION AND ENGINEERING SERVICES | $5,492,020 |
| BURKE WILLIAMS & SORENSEN LLP | |||||
| 444 SOUTH FLOWER STREET STE 2400 | LOS ANGELES | CA | 90071 | LEGAL SERVICES | $684,149 |
| SECURITAS SECURITY SERVICES USA INC | |||||
| PO BOX 57220 | LOS ANGELES | CA | 90074 | SECURITY SERVICES | $536,703 |
| LESCURE COMPANY INC | |||||
| 2301 ARNOLD INDUSTRIAL WAY STE C | CONCORD | CA | 94520 | MECHANICAL SERVICES | $430,458 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 33 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $364,821 | RelatedOrganizationsAmt |
| Government Grants | $167,643 | GovernmentGrantsAmt |
| All Other Contributions | $4,335,624 | AllOtherContributionsAmt |
| Total Contributions | $4,868,088 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENCY REVENUE | 623990 | $18,001,806 | $18,001,806 |
| MEDICARE PAYMENTS | 623990 | $6,287,130 | $6,287,130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,288,936 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,161,473 | TotalRevenueColumnAmt |
| Exclusion | $12,161,473 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $65,963 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $65,963 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,963 | TotalRevenueColumnAmt |
| Exclusion | $65,963 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $114,016,447 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $38,811,234 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $75,205,213 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,205,213 | TotalRevenueColumnAmt |
| Exclusion | $75,205,213 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $116,589,673 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,288,936 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $87,432,649 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,019,401 | TotalAmt |
| Program Services | $4,019,401 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,631,274 | TotalAmt |
| Program Services | $2,631,274 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,366,291 | TotalAmt |
| Program Services | $2,062,534 | ProgramServicesAmt |
| Management And General | $1,007,623 | ManagementAndGeneralAmt |
| Fundraising | $296,134 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,073,372 | TotalAmt |
| Program Services | $26,037,886 | ProgramServicesAmt |
| Management And General | $3,707,497 | ManagementAndGeneralAmt |
| Fundraising | $327,989 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,934,743 | TotalAmt |
| Program Services | $1,657,996 | ProgramServicesAmt |
| Management And General | $250,794 | ManagementAndGeneralAmt |
| Fundraising | $25,953 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,584,618 | TotalAmt |
| Program Services | $5,886,623 | ProgramServicesAmt |
| Management And General | $631,829 | ManagementAndGeneralAmt |
| Fundraising | $66,166 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,305,496 | TotalAmt |
| Program Services | $1,950,194 | ProgramServicesAmt |
| Management And General | $313,752 | ManagementAndGeneralAmt |
| Fundraising | $41,550 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,753,261 | TotalAmt |
| Program Services | $1,753,261 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,806 | TotalAmt |
| Program Services | $123,806 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,109,706 | TotalAmt |
| Program Services | $3,873,471 | ProgramServicesAmt |
| Management And General | $1,236,235 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,351,566 | TotalAmt |
| Program Services | $486,358 | ProgramServicesAmt |
| Management And General | $713,148 | ManagementAndGeneralAmt |
| Fundraising | $152,060 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,317 | TotalAmt |
| Management And General | $141,317 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,994,319 | TotalAmt |
| Program Services | $1,778,644 | ProgramServicesAmt |
| Management And General | $125,654 | ManagementAndGeneralAmt |
| Fundraising | $90,021 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,472 | TotalAmt |
| Program Services | $91,728 | ProgramServicesAmt |
| Management And General | $229,523 | ManagementAndGeneralAmt |
| Fundraising | $221 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,486,215 | TotalAmt |
| Program Services | $6,411,124 | ProgramServicesAmt |
| Management And General | $74,951 | ManagementAndGeneralAmt |
| Fundraising | $140 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $465,069 | TotalAmt |
| Program Services | $331,428 | ProgramServicesAmt |
| Management And General | $83,718 | ManagementAndGeneralAmt |
| Fundraising | $49,923 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,014,507 | TotalAmt |
| Program Services | $1,014,507 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,200,529 | TotalAmt |
| Program Services | $10,136,777 | ProgramServicesAmt |
| Management And General | $63,752 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,096,755 | TotalAmt |
| Program Services | $2,096,755 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RESIDENT CARE SERVICES | $13,439,058 | $13,439,058 | ||
| DUES AND LICENSES | $332,310 | $330,675 | $1,070 | $565 |
| MISCELLANEOUS EXPENSES | $318,185 | $269,450 | $11,028 | $37,707 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,063,270 | TotalAmt |
| Program Services | $86,382,950 | ProgramServicesAmt |
| Management And General | $8,591,891 | ManagementAndGeneralAmt |
| Fundraising | $1,088,429 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,221,602 | BOYAmt |
| EOY | $3,817,956 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,273,976 | BOYAmt |
| EOY | $22,376,748 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,340,781 | BOYAmt |
| EOY | $4,458,950 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000,000 | BOYAmt |
| EOY | $10,000,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,219,270 | BOYAmt |
| EOY | $1,339,744 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $371,144,550 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $170,842,765 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,864,286 | BOYAmt |
| EOY | $200,301,785 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $611,409,263 | BOYAmt |
| EOY | $158,586,781 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,412,853 | BOYAmt |
| EOY | $751,608,074 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,610,781 | BOYAmt |
| EOY | $18,245,726 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,087,352,812 | BOYAmt |
| EOY | $1,170,735,764 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,792,513 | BOYAmt |
| EOY | $4,466,322 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,661,135 | BOYAmt |
| EOY | $2,860,208 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $556,572 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,768,584 | BOYAmt |
| EOY | $43,657,378 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,566,573 | BOYAmt |
| EOY | $2,782,647 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,788,805 | BOYAmt |
| EOY | $54,323,127 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $834,388,958 | BOYAmt |
| EOY | $934,661,269 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,175,049 | BOYAmt |
| EOY | $181,751,368 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,014,564,007 | BOYAmt |
| EOY | $1,116,412,637 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,087,352,812 | BOYAmt |
| EOY | $1,170,735,764 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $20,526,403 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $79,827,812 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,494,415 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,768,413 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,419,061 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,095,066 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,114,617 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,868,088 | CurrentTaxYearAmt |
| Total | $56,265,245 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,768,413 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,419,061 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,095,066 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,114,617 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,868,088 | CurrentTaxYearAmt |
| Total | $56,265,245 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,617,788 | SubstantialContributorsTotAmt |
| Public Support Total170 | $54,647,457 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,564,106 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,610,056 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,051,172 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,799,380 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,227,436 | CurrentTaxYearAmt |
| Total | $70,252,150 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,680 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,293 | CurrentTaxYearMinus3YearsAmt |
| Total | $74,973 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $126,592,368 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $107,055,639 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.43170 | PublicSupportCY170Pct |
| Public Support PY170 | 0.47060 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | RESIDENT REIMBURSEMENT - 2019 AMOUNT: $ 58,635. 2020 AMOUNT: $ 16,293. MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 45. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $96,063,270 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $96,063,270 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $319,537 | AssetsIncludedAmt |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | FOR THE ENJOYMENT OF RESIDENTS | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $427,216,453 | BeginningYearBalanceAmt |
| Contributions | $2,856,842 | ContributionsAmt |
| Investment Earnings Or Losses | $87,269,608 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,225 | GrantsOrScholarshipsAmt |
| Other Expenditures | $24,847,198 | OtherExpendituresAmt |
| Administrative Expenses | $2,649,156 | AdministrativeExpensesAmt |
| End Year Balance | $489,833,324 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $426,368,013 | BeginningYearBalanceAmt |
| Contributions | $1,249,774 | ContributionsAmt |
| Investment Earnings Or Losses | $23,425,144 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,519,425 | GrantsOrScholarshipsAmt |
| Other Expenditures | $19,300,646 | OtherExpendituresAmt |
| Administrative Expenses | $2,006,407 | AdministrativeExpensesAmt |
| End Year Balance | $427,216,453 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $512,829,424 | BeginningYearBalanceAmt |
| Contributions | $8,702,623 | ContributionsAmt |
| Investment Earnings Or Losses | -$70,188,624 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,286,884 | GrantsOrScholarshipsAmt |
| Other Expenditures | $20,230,191 | OtherExpendituresAmt |
| Administrative Expenses | $2,368,335 | AdministrativeExpensesAmt |
| End Year Balance | $426,458,013 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $417,448,637 | BeginningYearBalanceAmt |
| Contributions | $3,970,625 | ContributionsAmt |
| Investment Earnings Or Losses | $116,223,117 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,281,922 | GrantsOrScholarshipsAmt |
| Other Expenditures | $18,752,410 | OtherExpendituresAmt |
| Administrative Expenses | $2,778,623 | AdministrativeExpensesAmt |
| End Year Balance | $512,829,424 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $419,223,755 | BeginningYearBalanceAmt |
| Contributions | $5,882,570 | ContributionsAmt |
| Investment Earnings Or Losses | $17,077,235 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,928,429 | GrantsOrScholarshipsAmt |
| Other Expenditures | $18,837,617 | OtherExpendituresAmt |
| Administrative Expenses | $1,968,877 | AdministrativeExpensesAmt |
| End Year Balance | $417,448,637 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.62895 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.32891 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04214 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,188,407 | OtherCostOrOtherBasisAmt |
| Book Value | $7,188,407 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $287,841,966 | OtherCostOrOtherBasisAmt |
| Depreciation | $131,057,496 | DepreciationAmt |
| Book Value | $156,784,470 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $244,541 | OtherCostOrOtherBasisAmt |
| Depreciation | $231,828 | DepreciationAmt |
| Book Value | $12,713 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,823,772 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,101,189 | DepreciationAmt |
| Book Value | $5,722,583 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,045,864 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,452,252 | DepreciationAmt |
| Book Value | $30,593,612 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $200,301,785 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EQUITY MUTUAL FUNDS | $312,080,584 | F |
| FIXED INCOME MUTUAL FUNDS | $182,855,004 | F |
| PRIVATE MARKETS | $121,029,283 | F |
| ALTERNATIVE INVESTMENTS | $94,319,002 | F |
| TREASURY NOTE | $41,324,201 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $751,608,074 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITY TO BENEFICIARIES TO SPLIT-INTEREST AGREEMENTS | $1,880,388 |
| ADVANCED DEPOSITS | $773,322 |
| INTERCOMPANY PAYABLES | $128,937 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,782,647 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | VARIOUS DONATED ITEMS FROM MEMBERS OF THE MASONIC FRATERNITY IN CALIFORNIA AND ELSEWHERE. THE COLLECTIONS INCLUDE WORKS OF ARTS, MASONIC REGALIA, AND NUMEROUS HISTORICAL PIECES LOCATED IN MASONIC HOMES UNION CITY AND COVINA CAMPUSES. |
| PART V, LINE 4: | OPERATIONS OF MASONIC HOMES FOR THE ELDERLY AND CHILDREN. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENT | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $3,125,127 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $3,125,127 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $3,125,127 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| LEADING AGE CALIFORNIA | ||||||||
| 1315 I ST | SACRAMENTO | CA | 95814 | 952383463 | 501(C)(3) | $24,167 | $0 | COMMUNITY DONATION |
| WASHINGTON HOSPITAL HEALTHCARE | ||||||||
| 2000 MOWRY AVENUE | FREMONT | CA | 94538 | 942886219 | 501(C)(3) | $7,500 | $0 | COMMUNITY DONATION |
| ACACIA CREEK A MASONIC SENIOR LIVING COMMUNITY LIVING AT UNION CITY | ||||||||
| 1111 CALIFORNIA STREET | SAN FRANCISCO | CA | 94108 | 204688615 | 501(C)(3) | $3,967,661 | $0 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| MASONIC OUTREACH PROGRAM | 150 | $2,300,110 | $0 |
| DISTRESSED WORTHY BROTHER GRANT | 67 | $298,489 | $0 |
| SCHOLARSHIP | 2 | $32,675 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT FUNDS ARE MONITORED BY THE BOARD, THE APPROPRIATE COMMITTEES AND KEY EMPLOYEES OF THE ORGANIZATION. THE BOARD AND THE APPROPRIATE COMMITTEES SET GUIDELINES ON HOW FUNDS ARE USED. FOR MOS CLIENT - A CARE PLAN AND BUDGET ARE DEVELOPED THAT SUPPORTS THEIR PHYSICAL, EMOTIONAL AND SOCIAL WELL-BEING. THE AMOUNT OF SUPPORT CLIENTS RECEIVE IS DETERMINED BY THEIR NEEDS. AS NEEDS CHANGE, SO DOES THE AMOUNT OF SUPPORT. FOLLOWING ARE THE MOS PROCEDURES: THE APPLICATION FOR FINANCIAL ASSISTANCE IS INITIALLY APPROVED BY THE CEO/PRESIDENT OF THE MASONIC HOMES. EACH YEAR THE CLIENT GOES THROUGH A RECERTIFICATION PROCESS IN WHICH THEY NEED TO PRODUCE NEW BANK STATEMENTS, FINANCIAL RECORDS, ETC AND THEIR BUDGET IS VERIFIED. THE CASE MANAGER RECOMMENDS ANY CHANGES TO THE BUDGET TO THE MOS MANAGER. THE MANAGER THEN FORWARDS IT TO THE DIRECTOR FOR FINAL APPROVAL. THE ORIGINAL DOCUMENTATION INCLUDING BANK STATEMENTS, BUDGET CALCULATIONS, RECEIPTS IS KEPT IN THE CLIENT FILE. ALL CHANGES TO THE BUDGET ARE SUBSTANTIATED WITH BACK-UP DOCUMENTATION (E.G., DOCUMENTS SHOWING RENT INCREASES, ETC). EACH YEAR THE CLIENT PRODUCES NEW DOCUMENTATION DURING THEIR RECERTIFICATION PROCESS. THE CLIENT'S MONTHLY BUDGET AND CARE PLANS ARE REVIEWED EACH MONTH BY THE MANAGER AND/OR THE DIRECTOR OF THE PROGRAM. CLIENTS BECOME FINANCIAL CLIENT OF THE MOS PROGRAM WHEN THEY DO NOT HAVE ENOUGH INCOME TO SUSTAIN THEIR DAILY COST OF LIVING, WHICH IS "NEED-BASED AND THEY DO NOT HAVE MORE THAT $2,000 IN LIQUID ASSETS. IF THEY OWN A HOME, MHC TAKES OVER THE DEED OF THEIR PROPERTY OR OWNERSHIP OF POLICIES (LIFE INSURANCE, ETC). | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GARY CHARLAND | ||||||||||||||
| PRESIDENT AND CEO (THRU 10/23) | $608,187 | $0 | $0 | $0 | $0 | $0 | $32,326 | $0 | $18,547 | $0 | $659,060 | $0 | $0 | $0 |
| ALLAN L CASALOU | ||||||||||||||
| GRAND SECRETARY | $0 | $415,212 | $0 | $0 | $0 | $0 | $0 | $26,331 | $0 | $25,122 | $0 | $466,665 | $0 | $0 |
| DOUGLAS ISMAIL | ||||||||||||||
| CHIEF PHILANTHROPY OFFICER | $0 | $335,058 | $0 | $0 | $0 | $0 | $0 | $37,047 | $0 | $11,139 | $0 | $383,244 | $0 | $0 |
| CAROL R HUNTER | ||||||||||||||
| VP & CHIEF FINANCIAL OFFICER | $0 | $326,961 | $0 | $0 | $0 | $0 | $0 | $26,006 | $0 | $11,139 | $0 | $364,106 | $0 | $0 |
| JOSEPH PRITCHARD | ||||||||||||||
| CHIEF OPERATING OFFICER | $313,550 | $0 | $0 | $0 | $0 | $0 | $22,497 | $0 | $27,764 | $0 | $363,811 | $0 | $0 | $0 |
| ANDREW R UEHLING | ||||||||||||||
| CHIEF HUMAN RESOURCES OFFICER | $0 | $271,030 | $0 | $0 | $0 | $0 | $0 | $18,278 | $0 | $11,139 | $0 | $300,447 | $0 | $0 |
| ANDREW D CAMERON | ||||||||||||||
| GENERAL COUNSEL | $0 | $239,541 | $0 | $0 | $0 | $0 | $0 | $19,101 | $0 | $37,540 | $0 | $296,182 | $0 | $0 |
| CHRISTOPHER D SMITH | ||||||||||||||
| CTO AND TRUSTEE | $0 | $233,090 | $0 | $0 | $0 | $0 | $0 | $16,690 | $0 | $25,122 | $0 | $274,902 | $0 | $0 |
| CHRISTINE GERSHTEIN | ||||||||||||||
| VP OF CLINICAL SERVICES | $225,841 | $0 | $0 | $0 | $0 | $0 | $18,221 | $0 | $25,028 | $0 | $269,090 | $0 | $0 | $0 |
| TERRY QUIGLEY | ||||||||||||||
| PRESIDENT AND CEO (START 07/23) | $252,850 | $0 | $0 | $0 | $0 | $0 | $9,000 | $0 | $1,857 | $0 | $263,707 | $0 | $0 | $0 |
| VINCENT GONZAGA | ||||||||||||||
| EXECUTIVE DIRECTOR | $237,136 | $0 | $0 | $0 | $0 | $0 | $10,557 | $0 | $9,609 | $0 | $257,302 | $0 | $0 | $0 |
| SOLEDAD V MARTINEZ | ||||||||||||||
| RESIDENT SERVICES ADMINISTRATOR | $209,896 | $0 | $0 | $0 | $0 | $0 | $24,193 | $0 | $18,547 | $0 | $252,636 | $0 | $0 | $0 |
| YVONNE WONG | ||||||||||||||
| PHARMACY DIRECTOR | $221,259 | $0 | $0 | $0 | $0 | $0 | $19,815 | $0 | $1,895 | $0 | $242,969 | $0 | $0 | $0 |
| KIMBERLY RICH | ||||||||||||||
| ADMINISTRATOR OF MCYAF | $197,566 | $0 | $0 | $0 | $0 | $0 | $8,307 | $0 | $36,311 | $0 | $242,184 | $0 | $0 | $0 |
| CYNTHIA CRUZ | ||||||||||||||
| ADMINISTRATOR | $197,418 | $0 | $0 | $0 | $0 | $0 | $16,526 | $0 | $27,764 | $0 | $241,708 | $0 | $0 | $0 |
| SABRINA MONTES | ||||||||||||||
| VP OF COMMUNITY-BASED SERVICES | $199,518 | $0 | $0 | $0 | $0 | $0 | $7,939 | $0 | $23,876 | $0 | $231,333 | $0 | $0 | $0 |
| ETHAN ORNSTEIN | ||||||||||||||
| DIR. OF FAMILY SERVICES (THRU 01/24) | $170,825 | $0 | $0 | $0 | $0 | $0 | $12,915 | $0 | $37,502 | $0 | $221,242 | $0 | $0 | $0 |
| LISA GOODWIN | ||||||||||||||
| SENIOR DIRECTOR | $163,756 | $0 | $0 | $0 | $0 | $0 | $13,676 | $0 | $22,020 | $0 | $199,452 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE GRAND MASTER OF THE GRAND LODGE OF CALIFORNIA APPOINTS TWO MEMBERS OF THE EXECUTIVE COMMITTEE OF THE GRAND LODGE TO SERVE AS TRUSTEES OF MASONIC HOMES OF CALIFORNIA (THE EX OFFICIO TRUSTEES), WITH ALL THE RIGHTS AND RESPONSIBILITIES APPURTENANT THERETO. THE REMAINING TRUSTEES OF MASONIC HOMES OF CALIFORNIA, WITH THE EXCEPTION OF RESIDENT TRUSTEE, SHALL BE DESIGNATED BY THE GRAND LODGE OF FREE AND ACCEPTED MASONS OF CALIFORNIA FROM TIME TO TIME. THE MASONIC HOMES BOARD APPOINTS THE RESIDENT TRUSTEE. |
| FORM 990, PART VI, SECTION A, LINE 7B | NO AMENDMENT TO THE BYLAWS SHALL BE VALID OR BECOME EFFECTIVE WITHOUT THE WRITTEN CONSENT OF THE GRAND MASTER OF THE FREE AND ACCEPTED MASONS OF CALIFORNIA. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ACCOUNTING MANAGER PREPARES THE FORM 990 SUPPORTING SCHEDULES/DATA, THEN THE CONTROLLER REVIEWS THE SCHEDULE/DATA AND SUBMITS IT TO THE TAX CONSULTANT FOR THE PREPARATION OF FORM 990. THE TAX CONSULTANT SUBMITS THE COMPLETED 990 TO THE CONTROLLER AND CFO FOR REVIEW AND APPROVAL. THE CFO AND TAX CONSULTANT PRESENT THE FORM 990 TO THE PRESIDENT AND THE AUDIT COMMITTEE FOR FINAL APPROVAL. THE FORM IS THEN POSTED TO AN INTERNAL WEBSITE ACCESSIBLE TO ALL VOTING MEMBERS OF THE BOARD. ONCE APPROVED, THE CFO SIGNS FORM 990 AND FILES WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, EACH MEMBER OF THE BOARD EXECUTES AND SIGNS A CONFLICT OF INTEREST DISCLOSURE STATEMENT. IN THIS STATEMENT, THE BOARD MEMBER DISCLOSES KNOWN, EXISTING, POTENTIAL AND POSSIBLE CONFLICTS OF INTEREST. IF NO SUCH INTERESTS OR ACTIVITIES EXIST, THE PARTY WRITES THE WORD "NONE" IN THE SPACE PROVIDED. IN ADDITION, THESE STATEMENTS ARE UPDATED WHEN AN INTERESTED PARTY SUBSEQUENTLY BECOMES A MATTER OF BOARD ACTION. THE INTERESTED PARTY DISCLOSES THE CIRCUMSTANCES TO THE CHAIRMAN OF THE BOARD OF TRUSTEES. IN THE EVENT THE INTERESTED PARTY IN QUESTION IS THE CHAIRMAN OF THE BOARD, THE POTENTIAL CONFLICT IS DISCLOSED TO THE FULL BOARD. THE CONFLICT OF INTEREST DISCLOSURE STATEMENT FOR BOARD IS SUBMITTED TO THE CHAIRMAN OF THE BOARD FOR REVIEW. THE PLANS FOR MITIGATION OF ANY CONFLICT RELATING TO BOARD MEMBERS ARE PRESENTED BY THE CHAIRMAN OF THE BOARD. FOLLOWING THEIR REVIEW, ALL CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE KEPT ON FILE WITH THE GRAND SECRETARY. |
| FORM 990, PART VI, SECTION B, LINE 15 | BENCHMARKING IS COMPLETED ON ALL POSITIONS BY AN INDEPENDENT THIRD PARTY COMPENSATION CONSULTANT. REVIEW IS DONE BY THE INDEPENDENT VOLUNTEER LEADERSHIP BOARD OF TRUSTESS AND APPROVED BY GRAND LODGE EXECUTIVE COMMITTEE HEADED BY THE GRAND MASTER. SALARY BENCHMARKING IS CONDUCTED BY AN INDEPENDENT THIRD PARTY COMPENSATION CONSULTANT UTILIZING NUMEROUS PUBLISHED SALARY SURVEYS FOR EACH POSITION BASED ON TITLE AND JOB DESCRIPTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE AUDITED FINANCIAL STATEMENTS, GOVERNING/ORGANIZING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC AT THE CORPORATE OFFICE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 1,494,415. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA | |||||||||||
| 1111 CALIFORNIA ST | SAN FRANCISCO | CA | 94108 | 940487790 | FRATERNAL ORGANIZATION | CA | 501(C)(10) | N/A | 0 | ||
| CALIFORNIA MASONIC MEMORIAL TEMPLE | |||||||||||
| 1111 CALIFORNIA ST | SAN FRANCISCO | CA | 94108 | 941266937 | SUPPORTING ORGANIZATION | CA | 501(C)(3) | 0 | LINE 12B, II | CALIFORNIA MASONIC FOUNDATION | |
| CALIFORNIA MASONIC FOUNDATION | |||||||||||
| 1111 CALIFORNIA ST | SAN FRANCISCO | CA | 94108 | 237013074 | CHARITABLE FOUNDATION SUPPORTING EDUCATIONAL AND COMMUNITY-BASED PROGRAMS | CA | 501(C)(3) | 0 | LINE 7 | GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA | |
| ACACIA CREEK A MASONIC SENIOR LIVING COMMUNITY AT UNION CITY | |||||||||||
| 34400 MISSION BLVD | UNION CITY | CA | 94587 | 204688615 | CONTINUING CARE AND RETIREMENT ACTIVITY | CA | 501(C)(3) | Yes (1) | LINE 11 | MASONIC HOMES OF CALIFORNIA | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOB HILL MASONIC CENTER INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 CALIFORNIA ST | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611511651 | EIN |
| Primary Activities | OPERATION OF CMMT PARKING GARAGE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACACIA CREEK A MASONIC SENIOR LIVING COMMUNITY AT UNION CITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionTypeTxt |
| Involved | $68,788,586 | InvolvedAmt |
| Method Of Amount Determination | BOOK/ACTUAL VALUE | MethodOfAmountDeterminationTxt |