2025-08-19T01:53:02-05:00 2024-10-31 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2023-11-01 941156564 MASONIC HOMES OF CALIFORNIA MASO 4157767000 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 CAROL HUNTER VP & CHIEF FINANCIAL OFFICER 4157767000 2025-08-18 1 1 MATTHEW PETROSKI P00853132 9257902600 2025-08-07 2023 2025-03-06 01:10:19Z TERRY QUIGLEY 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 155400907 0 X WWW.MASONICHOME.ORG X 1918 CA 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. 13 12 523 14 0 0 1899731 4868088 22488897 24288936 12825123 87366686 274139 65963 37487890 116589673 6358964 6650675 0 0 40519664 44264520 0 0 1088429 35629893 45148075 82508521 96063270 -45020631 20526403 1087352812 1170735764 72788805 54323127 1014564007 1116412637 X 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. 0 0 76542432 3967661 23084239 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. 4981331 2598599 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. 4476283 1204697 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. 382904 84415 GRANT TO DISTRESSED WORTHY BROTHER, SCHOLARSHIP, AND COMMUNITY SPONSORSHIP 382904 84415 86382950 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 91 0 1 523 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X MARIBEL PASAMIC 4152929126 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 ARA MALAYON CHAIRMAN 1.00 0.00 X X 0 0 0 SEAN MANTUCCA VICE CHAIRMAN 1.00 0.00 X X 0 0 0 MARIO A BALBIANI TRUSTEE 1.00 0.00 X 0 0 0 JEFFREY L BEAR TRUSTEE (THRU 10/24) 1.00 0.00 X 0 0 0 BRIAN P BEZNER TRUSTEE 1.00 0.00 X 0 0 0 GARRETT S CHAN TRUSTEE 1.00 0.00 X 0 0 0 ROBERTO DIAZ JR TRUSTEE 1.00 0.00 X 0 0 0 ERIC D HATFIELD TRUSTEE 1.00 0.00 X 0 0 0 RONALD G HOPKINS TRUSTEE 1.00 0.00 X 0 0 0 SCOTT A MORRISON JR TRUSTEE 1.00 0.00 X 0 0 0 PATRICK I MULDOON TRUSTEE 1.00 0.00 X 0 0 0 MARK R PARINAS TRUSTEE (THRU 10/24) 1.00 0.00 X 0 0 0 GARY A PEARE TRUSTEE 1.00 0.00 X 0 0 0 BRUCE R RICK TRUSTEE 1.00 0.00 X 0 0 0 ARTHUR L SALAZAR JR TRUSTEE (THRU 10/24) 1.00 3.00 X 0 0 0 CHRISTOPHER D SMITH CTO AND TRUSTEE 31.07 8.93 X 0 233090 41812 TERRY QUIGLEY PRESIDENT AND CEO (START 07/23) 40.00 0.00 X 252850 0 10857 ALLAN L CASALOU GRAND SECRETARY 12.18 27.82 X 0 415212 51453 CAROL R HUNTER VP & CHIEF FINANCIAL OFFICER 17.45 22.55 X 0 326961 37145 ANDREW D CAMERON GENERAL COUNSEL 27.41 12.59 X 0 239541 56641 DOUGLAS ISMAIL CHIEF PHILANTHROPY OFFICER 29.88 10.12 X 0 335058 48186 CHARLES P CROSS TREASURER 1.00 5.00 X 0 0 0 JOSEPH PRITCHARD CHIEF OPERATING OFFICER 40.00 0.00 X 313550 0 50261 ANDREW R UEHLING CHIEF HUMAN RESOURCES OFFICER 8.00 32.00 X 0 271030 29417 VINCENT GONZAGA EXECUTIVE DIRECTOR 40.00 0.00 X 237136 0 20166 CHRISTINE GERSHTEIN VP OF CLINICAL SERVICES 40.00 0.00 X 225841 0 43249 SOLEDAD V MARTINEZ RESIDENT SERVICES ADMINISTRATOR 40.00 0.00 X 209896 0 42740 SABRINA MONTES VP OF COMMUNITY-BASED SERVICES 40.00 0.00 X 199518 0 31815 YVONNE WONG PHARMACY DIRECTOR 40.00 0.00 X 221259 0 21710 KIMBERLY RICH ADMINISTRATOR OF MCYAF 40.00 0.00 X 197566 0 44618 CYNTHIA CRUZ ADMINISTRATOR 40.00 0.00 X 197418 0 44290 ETHAN ORNSTEIN DIR. OF FAMILY SERVICES (THRU 01/24) 40.00 0.00 X 170825 0 50417 LISA GOODWIN SENIOR DIRECTOR 40.00 0.00 X 163756 0 35696 GARY CHARLAND PRESIDENT AND CEO (THRU 10/23) 40.00 0.00 X 608187 0 50873 2997802 1820892 711346 45 1 1 0 MASON BUILDING & DESIGN 1400 S STREET SACRAMENTO CA 95811 CONSTRUCTION AND PROJECT MANAGEMENT SERV 8719280 QUIRING GENERAL LLC 5118 E CLINTON WAY SUITE 201 FRESNO CA 93727 CONSTRUCTION AND ENGINEERING SERVICES 5492020 BURKE WILLIAMS & SORENSEN LLP 444 SOUTH FLOWER STREET STE 2400 LOS ANGELES CA 90071 LEGAL SERVICES 684149 SECURITAS SECURITY SERVICES USA INC PO BOX 57220 LOS ANGELES CA 90074 SECURITY SERVICES 536703 LESCURE COMPANY INC 2301 ARNOLD INDUSTRIAL WAY STE C CONCORD CA 94520 MECHANICAL SERVICES 430458 33 364821 167643 4335624 4868088 RESIDENCY REVENUE 623990 18001806 18001806 MEDICARE PAYMENTS 623990 6287130 6287130 24288936 12161473 12161473 65963 0 65963 65963 65963 114016447 38811234 75205213 75205213 75205213 116589673 24288936 0 87432649 4019401 4019401 2631274 2631274 3366291 2062534 1007623 296134 30073372 26037886 3707497 327989 1934743 1657996 250794 25953 6584618 5886623 631829 66166 2305496 1950194 313752 41550 1753261 1753261 123806 123806 5109706 3873471 1236235 1351566 486358 713148 152060 141317 141317 1994319 1778644 125654 90021 321472 91728 229523 221 6486215 6411124 74951 140 465069 331428 83718 49923 1014507 1014507 10200529 10136777 63752 2096755 2096755 RESIDENT CARE SERVICES 13439058 13439058 DUES AND LICENSES 332310 330675 1070 565 MISCELLANEOUS EXPENSES 318185 269450 11028 37707 96063270 86382950 8591891 1088429 4221602 3817956 28273976 22376748 3340781 4458950 10000000 10000000 1219270 1339744 371144550 170842765 204864286 200301785 611409263 158586781 193412853 751608074 30610781 18245726 1087352812 1170735764 8792513 4466322 16661135 2860208 0 556572 45768584 43657378 1566573 2782647 72788805 54323127 X 834388958 934661269 180175049 181751368 1014564007 1116412637 1087352812 1170735764 X 20526403 79827812 1494415 X 0 1 X 1 0 X 15768413 11419061 16095066 8114617 4868088 56265245 15768413 11419061 16095066 8114617 4868088 56265245 1617788 54647457 11564106 18610056 15051172 12799380 12227436 70252150 58680 16293 74973 126592368 107055639 0.43170 0.47060 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: RESIDENT REIMBURSEMENT - 2019 AMOUNT: $ 58,635. 2020 AMOUNT: $ 16,293. MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 45. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 96063270 96063270 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 0 250000 250000 250000 250000 1000000 1500000 0 0 0 0 319537 X FOR THE ENJOYMENT OF RESIDENTS 0 427216453 2856842 87269608 13225 24847198 2649156 489833324 426368013 1249774 23425144 2519425 19300646 2006407 427216453 512829424 8702623 -70188624 2286884 20230191 2368335 426458013 417448637 3970625 116223117 3281922 18752410 2778623 512829424 419223755 5882570 17077235 3928429 18837617 1968877 417448637 0.62895 0.32891 0.04214 0 0 7188407 7188407 287841966 131057496 156784470 244541 231828 12713 24823772 19101189 5722583 51045864 20452252 30593612 200301785 EQUITY MUTUAL FUNDS 312080584 F FIXED INCOME MUTUAL FUNDS 182855004 F PRIVATE MARKETS 121029283 F ALTERNATIVE INVESTMENTS 94319002 F TREASURY NOTE 41324201 F 751608074 LIABILITY TO BENEFICIARIES TO SPLIT-INTEREST AGREEMENTS 1880388 ADVANCED DEPOSITS 773322 INTERCOMPANY PAYABLES 128937 2782647 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. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENT 3125127 0 0 0 0 0 0 3125127 0 3125127 1 0 1 0 1 0 1 LEADING AGE CALIFORNIA 1315 I ST SACRAMENTO CA 95814 952383463 501(C)(3) 24167 0 COMMUNITY DONATION WASHINGTON HOSPITAL HEALTHCARE 2000 MOWRY AVENUE FREMONT CA 94538 942886219 501(C)(3) 7500 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) 3967661 0 GENERAL SUPPORT 3 0 MASONIC OUTREACH PROGRAM 150 2300110 0 DISTRESSED WORTHY BROTHER GRANT 67 298489 0 SCHOLARSHIP 2 32675 0 PART I, LINE 2: 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). X X X 0 0 0 0 0 0 0 0 0 GARY CHARLAND PRESIDENT AND CEO (THRU 10/23) 608187 0 0 0 0 0 32326 0 18547 0 659060 0 0 0 ALLAN L CASALOU GRAND SECRETARY 0 415212 0 0 0 0 0 26331 0 25122 0 466665 0 0 DOUGLAS ISMAIL CHIEF PHILANTHROPY OFFICER 0 335058 0 0 0 0 0 37047 0 11139 0 383244 0 0 CAROL R HUNTER VP & CHIEF FINANCIAL OFFICER 0 326961 0 0 0 0 0 26006 0 11139 0 364106 0 0 JOSEPH PRITCHARD CHIEF OPERATING OFFICER 313550 0 0 0 0 0 22497 0 27764 0 363811 0 0 0 ANDREW R UEHLING CHIEF HUMAN RESOURCES OFFICER 0 271030 0 0 0 0 0 18278 0 11139 0 300447 0 0 ANDREW D CAMERON GENERAL COUNSEL 0 239541 0 0 0 0 0 19101 0 37540 0 296182 0 0 CHRISTOPHER D SMITH CTO AND TRUSTEE 0 233090 0 0 0 0 0 16690 0 25122 0 274902 0 0 CHRISTINE GERSHTEIN VP OF CLINICAL SERVICES 225841 0 0 0 0 0 18221 0 25028 0 269090 0 0 0 TERRY QUIGLEY PRESIDENT AND CEO (START 07/23) 252850 0 0 0 0 0 9000 0 1857 0 263707 0 0 0 VINCENT GONZAGA EXECUTIVE DIRECTOR 237136 0 0 0 0 0 10557 0 9609 0 257302 0 0 0 SOLEDAD V MARTINEZ RESIDENT SERVICES ADMINISTRATOR 209896 0 0 0 0 0 24193 0 18547 0 252636 0 0 0 YVONNE WONG PHARMACY DIRECTOR 221259 0 0 0 0 0 19815 0 1895 0 242969 0 0 0 KIMBERLY RICH ADMINISTRATOR OF MCYAF 197566 0 0 0 0 0 8307 0 36311 0 242184 0 0 0 CYNTHIA CRUZ ADMINISTRATOR 197418 0 0 0 0 0 16526 0 27764 0 241708 0 0 0 SABRINA MONTES VP OF COMMUNITY-BASED SERVICES 199518 0 0 0 0 0 7939 0 23876 0 231333 0 0 0 ETHAN ORNSTEIN DIR. OF FAMILY SERVICES (THRU 01/24) 170825 0 0 0 0 0 12915 0 37502 0 221242 0 0 0 LISA GOODWIN SENIOR DIRECTOR 163756 0 0 0 0 0 13676 0 22020 0 199452 0 0 0 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. 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) LINE 12B, II CALIFORNIA MASONIC FOUNDATION 0 CALIFORNIA MASONIC FOUNDATION 1111 CALIFORNIA ST SAN FRANCISCO CA 94108 237013074 CHARITABLE FOUNDATION SUPPORTING EDUCATIONAL AND COMMUNITY-BASED PROGRAMS CA 501(C)(3) LINE 7 GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA 0 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) LINE 11 MASONIC HOMES OF CALIFORNIA 1 NOB HILL MASONIC CENTER INC 1111 CALIFORNIA ST SAN FRANCISCO CA 94108 611511651 OPERATION OF CMMT PARKING GARAGE CA N/A C 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 1 ACACIA CREEK A MASONIC SENIOR LIVING COMMUNITY AT UNION CITY D 68788586 BOOK/ACTUAL VALUE