MASONIC HOMES OF CALIFORNIA: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MASONIC HOMES OF CALIFORNIA (EIN 94-1156564)
- Tax period
- 2017-11-01 to 2018-10-31
- Filed
- 2019-08-15
- IRS object ID
- 201902279349303455
- Schema version
- 2017v2.3
- 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 | 2019-08-15T17:04:00-05:00 | ReturnTs |
| Tax Period End | 2018-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND STREET SUITE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-11-01 | 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 | TOM BOYER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4157767000 | PhoneNum |
| Signature | 2019-08-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY S PAGLIA | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2019-08-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.4.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-09 | IPDt |
| IP Tm | 18:51:07 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BE861C6778D90A5D3E7861ABDDE45BE6309F51A4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN F LOWE | 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 | $112,698,441 | 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 BY EMPOWERING OUR MEMBERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 498 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $3,783 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,759,646 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,128,704 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,482,008 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $22,502,451 | CYProgramServiceRevenueAmt |
| PY Investment Income | $121,177,780 | PYInvestmentIncomeAmt |
| CY Investment Income | $49,565,273 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,235,127 | PYOtherRevenueAmt |
| CY Other Revenue | -$51,053 | CYOtherRevenueAmt |
| PY Total Revenue | $149,654,561 | PYTotalRevenueAmt |
| CY Total Revenue | $80,145,375 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,241,783 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,977,787 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $32,296,542 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $34,504,426 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $952,528 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $26,655,409 | PYOtherExpensesAmt |
| CY Other Expenses | $32,466,055 | CYOtherExpensesAmt |
| PY Total Expenses | $63,193,734 | PYTotalExpensesAmt |
| CY Total Expenses | $70,948,268 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $86,460,827 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,197,107 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,084,286,322 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,044,719,526 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $84,463,946 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $82,934,115 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $999,822,376 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $961,785,411 | 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. THE MASONIC HOMES OF CALIFORNIA WILL PROFOUNDLY CHANGE THE WORLD FOR THE BETTER BY PROVIDING CUTTING-EDGE SOLUTIONS TO THE CHALLENGES FACED BY MASONS, THEIR FAMILIES AND OUR COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $50,991,347 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $22,040,634 | RevenueAmt |
| Desc | OPERATION OF HOMES FOR THE ELDERLY (ADULT RESIDENTIAL SERVICE): MASONIC HOMES FOLLOWS AN "AGING IN PLACE" APPROACH TO CARE AND SERVICES. THIS MEANS WE TRY TO BRING NEEDED SERVICES TO RESIDENTS INSTEAD OF HAVING THEM GO TO THE SERVICES. RESIDENTS ENJOY THE SECURITY OF KNOWING THAT MULTIPLE LEVELS OF CARE WILL BE AVAILABLE TO THEM ON THE SAME CAMPUS. THE MASONIC HOMES OF CALIFORNIA OFFER THE FOLLOWING LEVELS OF SERVICE:- INDEPENDENT LIVING - RESIDENTS WHO QUALIFY FOR INDEPENDENT LIVING ARE ABLE TO PROVIDE ALL OF THEIR OWN CARE, 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 - THE MEDICAL FACILITY AT UNION CITY MAKES AROUND-THE-CLOCK NURSING AND CUSTODIAL CARE AVAILABLE TO RESIDENTS. RESIDENTS OF COVINA RECEIVE THIS LEVEL OF CARE IN FACILITIES OF COMMUNITY PARTNERS OR ON THE UNION CITY CAMPUS, DEPENDING UPON THEIR CHOICES.- MEMORY CARE - A 16-BED SECURE UNIT NAMED TRADITIONS IS LOCATED ON THE UNION CITY CAMPUS. IT ALLOWS STAFF TO PROVIDE OPTIMAL CARE AND A PROTECTIVE ENVIRONMENT FOR THE RESIDENTS. - HOSPICE - BOTH HOMES IN UNION CITY AND COVINA OFFER A HOSPICE PROGRAM INTENDED FOR RESIDENTS WHO ARE SUFFERING FROM A TERMINAL ILLNESS OR ARE IN NEED OF PAIN MANAGEMENT. HOSPICE ALLOWS RESIDENTS TO STAY IN THEIR OWN HOMES AS LONG AS POSSIBLE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,599,069 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE MASONIC HOMES IN 2016/2017 BEGAN PLANNING FOR THE DEVELOPMENT OF A NEW SKILLED NURSING BUILDING AND UNDERGROUND PARKING GARAGE ON ITS UNION CITY CAMPUS. AFTER SIGNIFICANT PRE-DEVELOPMENT WORK IT BECAME CLEAR THE FEASIBILITY AND ESTIMATED COST OF THE PROJECT WAS FAR IN EXCESS OF ORIGINAL EXPECTATIONS. AS A CONSEQUENCE, THE ENTIRE AMOUNT OF THE ACCUMULATED COSTS OF THE PROJECT OF APPROXIMATELY $5 MILLION WAS WRITTEN OFF IN 2018. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,927,570 | ExpenseAmt |
| Grant | $3,886,888 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | MASONIC OUTREACH PROGRAM: MASONIC HOMES OF CALIFORNIA KNOWS THAT MANY OF OUR CONSTITUENTS PREFER TO LIVE OUT 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 HAS EXPANDED THE 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 FOR THOSE ON THE WAITING LIST FOR THE MASONIC HOMES OF CALIFORNIA 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 Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,169,926 | ExpenseAmt |
| Grant | $90,899 | GrantAmt |
| Revenue | $461,817 | RevenueAmt |
| Desc | MASONIC CENTER FOR YOUTH AND FAMILIES IS A PLACE WHERE YOUNG PEOPLE WHO STRUGGLE WITH BEHAVIORAL, LEARNING, AND PSYCHOLOGICAL PROBLEMS CAN UNLOCK THEIR FULL POTENTIAL. WE HELP YOUNG PEOPLE FIND THEIR VOICES AND THEN THEMSELVES. THE MISSION OF THIS PROGRAM IS TO OFFER MENTAL HEALTH SERVICES BY OUR PATIENT'S NEEDS RATHER THAN BY ARTIFICIALLY-IMPOSED LIMITATIONS; AND TO ADD OUR VOICE AND EXPERIENCE TO THE PUBLIC DEBATE ABOUT EFFECTIVE ASSESSMENT AND TREATMENT OF CHILDREN WITH BEHAVIORAL AND MENTAL HEALTH ISSUES.COMMUNITY SPONSORSHIP AND SCHOLARSHIPS FOR CHILDREN'S PROGRAMS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,169,926 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $90,899 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $461,817 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $62,687,912 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 252 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 498 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BEN LAM | PersonNm |
| Phone | 5104296491 | 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 (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JOHN F LOWE | |||||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL J CORNEL | |||||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| LARRY L ADAMSON | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DANIEL J DAILEY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| D JEANNE FERSHLEISER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN A LINDELL | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARC A NEWMAN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GLENN D WOODY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RUSSELL E CHARVONIA | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD W HOPPER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GARRETT S CHAN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |||
| STUART A WRIGHT | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | 2.00 | |||
| JOHN E TRAUNER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | 2.00 | |||
| ARTHUR L SALAZAR JR | |||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | 5.00 | |||
| ALLAN L CASALOU | |||||||||
| SECRETARY | 9.30 | Yes (X) | $0 | $297,754 | $29,763 | 30.70 | |||
| GARY CHARLAND | |||||||||
| PRESIDENT AND CEO | 40.00 | Yes (X) | $478,991 | $0 | $57,631 | ||||
| THOMAS J BOYER | |||||||||
| VP AND CFO | 18.70 | Yes (X) | $0 | $269,866 | $51,185 | 21.30 | |||
| ANDREW D CAMERON | |||||||||
| GENERAL COUNSEL | 32.10 | Yes (X) | $0 | $220,042 | $50,677 | 7.90 | |||
| PAMELA FRIEDMAN | |||||||||
| VP, COMMUNITY BASED SERVICES (THRU 08/18) | 40.00 | $233,815 | $0 | $35,750 | Yes (X) | ||||
| FRANCO DIAMOND | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | $159,047 | $0 | $39,085 | Yes (X) | ||||
| YVONNE WONG | |||||||||
| DIRECTOR, PHARMACY | 40.00 | $179,344 | $0 | $26,162 | Yes (X) | ||||
| JOHN FAHY | |||||||||
| ASSESSMENT DIRECTOR (THRU 10/18) | 35.00 | $172,344 | $0 | $26,854 | Yes (X) | ||||
| KIMBERLY RICH | |||||||||
| ADMINISTRATOR, MCYAF | 40.00 | $158,782 | $0 | $41,165 | Yes (X) | ||||
| CHRISTINE GERSHTEIN | |||||||||
| DIRECTOR, QUALITY IMPROVEM | 40.00 | $157,508 | $0 | $47,587 | Yes (X) | ||||
| JESSICA HERBOLD | |||||||||
| ASSESSMENT PSYCHOLOGIST | 35.00 | $166,515 | $0 | $24,043 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,706,346 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $787,662 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $429,902 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 25 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 |
|---|---|---|---|---|---|
| WF CONSTRUCTION INC | |||||
| 620 ARROW HIGHWAY | LAVERNE | CA | 91750 | CONSTRUCTION FEE | $1,219,552 |
| SMITHGROUP JJR INC | |||||
| 301 BATTERY STREET 7TH FLOOR | SAN FRANCISCO | CA | 94111 | CONSTRUCTION FEE | $1,143,130 |
| CAMBRIDGE CM | |||||
| 420 OLIVE AVENUE | PALO ALTO | CA | 94306 | CONSTRUCTION FEE | $1,118,305 |
| ONR INC | |||||
| 1101 S CAPITAL OF TEXAS HWY B STE | AUSTIN | TX | 78746 | TEMP LABOR/MEDICARE COST | $730,868 |
| SECURITAS SECURITY SERVICES USA INC | |||||
| 4981 N IRWINDALE AVE | IRWINDALE | CA | 91706 | SECURITY SERVICES | $353,744 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $8,128,704 | AllOtherContributionsAmt |
| Total Contributions | $8,128,704 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT REVENUE | 623990 | $18,169,350 | $18,169,350 |
| MEDICARE PAYMENTS | 623990 | $4,333,101 | $4,333,101 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $22,502,451 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,929,968 | TotalRevenueColumnAmt |
| Exclusion | $14,929,968 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,538 | TotalRevenueColumnAmt |
| Exclusion | $71,538 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $28,686 | 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 | $28,686 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,686 | TotalRevenueColumnAmt |
| Exclusion | $28,686 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $67,171,675 | SecuritiesAmt |
| Other | $16,696 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,553,066 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,618,609 | SecuritiesAmt |
| Other | $16,696 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,635,305 | TotalRevenueColumnAmt |
| Exclusion | $34,635,305 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| RESIDENT REIMBURSEMENTS | 623990 | $154,638 | $154,638 |
| MISCELLANEOUS REVENUE | 900099 | $1,133 | $1,133 |
| SPLIT INT. AGREEMENT | 525990 | -$307,048 | -$307,048 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$151,277 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80,145,375 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,502,451 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $49,514,220 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,972 | TotalAmt |
| Program Services | $51,972 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,925,815 | TotalAmt |
| Program Services | $3,925,815 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,224,015 | TotalAmt |
| Program Services | $991,742 | ProgramServicesAmt |
| Management And General | $232,273 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,529,819 | TotalAmt |
| Program Services | $20,403,596 | ProgramServicesAmt |
| Management And General | $3,631,208 | ManagementAndGeneralAmt |
| Fundraising | $495,015 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,531,610 | TotalAmt |
| Program Services | $1,261,450 | ProgramServicesAmt |
| Management And General | $237,266 | ManagementAndGeneralAmt |
| Fundraising | $32,894 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,466,822 | TotalAmt |
| Program Services | $4,834,835 | ProgramServicesAmt |
| Management And General | $577,567 | ManagementAndGeneralAmt |
| Fundraising | $54,420 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,752,160 | TotalAmt |
| Program Services | $1,463,354 | ProgramServicesAmt |
| Management And General | $256,406 | ManagementAndGeneralAmt |
| Fundraising | $32,400 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,794 | TotalAmt |
| Program Services | $104,794 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,651,308 | TotalAmt |
| Program Services | $3,454,154 | ProgramServicesAmt |
| Management And General | $1,197,154 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $803,833 | TotalAmt |
| Program Services | $232,053 | ProgramServicesAmt |
| Management And General | $458,215 | ManagementAndGeneralAmt |
| Fundraising | $113,565 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,540 | TotalAmt |
| Management And General | $163,540 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,512,897 | TotalAmt |
| Program Services | $1,202,946 | ProgramServicesAmt |
| Management And General | $156,609 | ManagementAndGeneralAmt |
| Fundraising | $153,342 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,213 | TotalAmt |
| Program Services | $80,445 | ProgramServicesAmt |
| Management And General | $153,768 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,187,718 | TotalAmt |
| Program Services | $3,086,646 | ProgramServicesAmt |
| Management And General | $101,072 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $422,243 | TotalAmt |
| Program Services | $329,671 | ProgramServicesAmt |
| Management And General | $52,331 | ManagementAndGeneralAmt |
| Fundraising | $40,241 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,096,287 | TotalAmt |
| Program Services | $1,096,287 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,544,777 | TotalAmt |
| Program Services | $5,475,385 | ProgramServicesAmt |
| Management And General | $69,392 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,042,420 | TotalAmt |
| Program Services | $1,042,420 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RESIDENT CARE SERVICES | $7,642,255 | $7,642,255 | ||
| WRITE-OFF OF DISCONTINU | $5,599,069 | $5,599,069 | ||
| DUES & LICENSES | $230,212 | $227,903 | $2,041 | $268 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,489 | TotalAmt |
| Program Services | $181,120 | ProgramServicesAmt |
| Management And General | $18,986 | ManagementAndGeneralAmt |
| Fundraising | $30,383 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,948,268 | TotalAmt |
| Program Services | $62,687,912 | ProgramServicesAmt |
| Management And General | $7,307,828 | ManagementAndGeneralAmt |
| Fundraising | $952,528 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,372,383 | BOYAmt |
| EOY | $1,019,636 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,248,810 | BOYAmt |
| EOY | $4,506,475 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,222,624 | BOYAmt |
| EOY | $3,004,405 | 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 | $663,617 | BOYAmt |
| EOY | $643,951 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $206,960,920 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $128,571,664 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,143,009 | BOYAmt |
| EOY | $78,389,256 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $739,911,959 | BOYAmt |
| EOY | $732,466,142 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,787,463 | BOYAmt |
| EOY | $187,878,793 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,936,457 | BOYAmt |
| EOY | $26,810,868 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,084,286,322 | BOYAmt |
| EOY | $1,044,719,526 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,249,698 | BOYAmt |
| EOY | $5,994,049 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,705,339 | BOYAmt |
| EOY | $18,558,721 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,795,259 | BOYAmt |
| EOY | $55,865,111 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,713,650 | BOYAmt |
| EOY | $2,516,234 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,463,946 | BOYAmt |
| EOY | $82,934,115 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $835,375,651 | BOYAmt |
| EOY | $794,901,487 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,981,970 | BOYAmt |
| EOY | $13,462,491 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,464,755 | BOYAmt |
| EOY | $153,421,433 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $999,822,376 | BOYAmt |
| EOY | $961,785,411 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,084,286,322 | BOYAmt |
| EOY | $1,044,719,526 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $9,197,107 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$47,238,548 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $4,476 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | 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 | $10,877,203 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,027,366 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,544,008 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,039,711 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,652,403 | CurrentTaxYearAmt |
| Total | $65,140,691 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,877,203 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,027,366 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,544,008 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,039,711 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,652,403 | CurrentTaxYearAmt |
| Total | $65,140,691 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $65,140,691 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,918,747 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,212,435 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,469,794 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,486,104 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,030,192 | CurrentTaxYearAmt |
| Total | $92,117,272 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,782 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,292 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,659 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $8,733 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $796,569 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$167,371 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,209 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,159,428 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$151,277 | CurrentTaxYearAmt |
| Total | $1,660,558 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $158,927,254 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $59,304,207 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.40990 | PublicSupportCY170Pct |
| Public Support PY170 | 0.35710 | 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 | SPLIT INTEREST AGREEMENT MISCELLANEOUS - 2013 AMOUNT: $ 657,924. 2014 AMOUNT: $ -317,550. 2015 AMOUNT: $ -123,167. 2016 AMOUNT: $ 1,023,517. 2017 AMOUNT: $ -307,048. RESIDENT REIMBURSEMENT - 2013 AMOUNT: $ 138,645. 2014 AMOUNT: $ 150,179. 2015 AMOUNT: $ 146,376. 2016 AMOUNT: $ 135,911. 2017 AMOUNT: $ 154,638. MISCELLANEOUS REVENUE - 2017 AMOUNT: $ 1,133. | ExplanationTxt |
Schedule B IRS990ScheduleB
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 | $69,995,740 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $69,995,740 | 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 Minus3 | $588,503 | CurrentYearMinus3Amt |
| Total | $588,503 | TotalAmt |
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 |
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 RESIDE | 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 | $412,842,941 | BeginningYearBalanceAmt |
| Contributions | $5,723,711 | ContributionsAmt |
| Investment Earnings Or Losses | $1,271,063 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,977,787 | GrantsOrScholarshipsAmt |
| Other Expenditures | $15,778,710 | OtherExpendituresAmt |
| Administrative Expenses | $1,965,655 | AdministrativeExpensesAmt |
| End Year Balance | $398,115,563 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $375,433,668 | BeginningYearBalanceAmt |
| Contributions | $2,928,926 | ContributionsAmt |
| Investment Earnings Or Losses | $56,616,481 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,241,783 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,881,243 | OtherExpendituresAmt |
| Administrative Expenses | $4,013,108 | AdministrativeExpensesAmt |
| End Year Balance | $412,842,941 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $380,140,960 | BeginningYearBalanceAmt |
| Contributions | $2,118,160 | ContributionsAmt |
| Investment Earnings Or Losses | $11,464,819 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,377,562 | GrantsOrScholarshipsAmt |
| Other Expenditures | $12,570,039 | OtherExpendituresAmt |
| Administrative Expenses | $1,342,670 | AdministrativeExpensesAmt |
| End Year Balance | $375,433,668 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $396,055,370 | BeginningYearBalanceAmt |
| Contributions | $2,482,085 | ContributionsAmt |
| Investment Earnings Or Losses | $407,076 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,283,765 | GrantsOrScholarshipsAmt |
| Other Expenditures | $12,807,860 | OtherExpendituresAmt |
| Administrative Expenses | $1,711,946 | AdministrativeExpensesAmt |
| End Year Balance | $380,140,960 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $383,523,046 | BeginningYearBalanceAmt |
| Contributions | $604,258 | ContributionsAmt |
| Investment Earnings Or Losses | $26,839,069 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,147,068 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,289,160 | OtherExpendituresAmt |
| Administrative Expenses | $1,474,775 | AdministrativeExpensesAmt |
| End Year Balance | $396,055,370 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.58080 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.38540 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03380 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $108,405 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $7,188,407 | OtherCostOrOtherBasisAmt |
| Book Value | $7,296,812 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $151,841,173 | OtherCostOrOtherBasisAmt |
| Depreciation | $99,718,861 | DepreciationAmt |
| Book Value | $52,122,312 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $227,113 | OtherCostOrOtherBasisAmt |
| Depreciation | $152,087 | DepreciationAmt |
| Book Value | $75,026 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,198,914 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,391,887 | DepreciationAmt |
| Book Value | $2,807,027 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,396,908 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,308,829 | DepreciationAmt |
| Book Value | $16,088,079 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $78,389,256 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUND OF FUNDS | $99,358,958 | F |
| UBS REIT | $31,616,551 | F |
| GLOBAL MACRO | $19,740,092 | F |
| CREDIT LONG/SHORT | $37,163,192 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $187,878,793 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITY TO BENEFICIARIES OF SPLIT-INTEREST AGREEMENTS | $2,347,240 |
| ADVANCE DEPOSIT | $35,753 |
| DUE TO OTHER MASONIC ENTITIES | $133,241 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,516,234 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 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 NUMERIOUS HISTORICAL PIECES LOCATED IN MASONIC HOMES UNION CITY AND COVINA CAMPUSES. |
| PART V, LINE 4: | OPERATIONS OF MASONIC HOMES FOR THE ELDERLY AND CHILDREN. |
| PART X, LINE 2: | ON JULY 1, 2008, THE ORGANIZATION ADOPTED ASC 740, INCOME TAXES. THIS STATEMENT IS EFFECTIVE FOR FISCAL YEARS BEGINNING AFTER DECEMBER 15, 2006. THE INTERPRETATION ESTABLISHES A SINGLE MODEL TO ADDRESS ACCOUNTING FOR UNCERTAINTY IN INCOME TAX POSITIONS. IT PRESCRIBES A MINIMUM RECOGNITION THRESHOLD THAT AN INCOME TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. TO RECOGNIZE THE POSITION, THE FILING POSITION WOULD BE SUSTAINED UPON EXAMINATION. THE INTERPRETATION ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION OF UNCERTAIN TAX POSITIONS. THERE WAS NO IMPACT AS A RESULT OF ADOPTING THE PROVISIONS OF ASC 740. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $147,859,009 |
| EUROPE | 0 | 0 | INVESTMENTS | $18,698,113 |
| NORTH AMERICA | 0 | 0 | INVESTMENTS | $412,241 |
| 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 | $166,969,363 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $166,969,363 | 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 | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| WASHINGTON HOSPITAL HEALTHCARE | |||||||
| 2000 MOWRY AVENUE | FREMONT | CA | 94538 | 942886219 | 501(C)(3) | $12,525 | GRANT/DONATION |
| NEW HAVENS SCHOOL FOUNDATION | |||||||
| 33377 WESTERN AVENUE | UNION CITY | CA | 94587 | 942855611 | 501(C)(3) | $9,750 | COMMUNITY DONATION |
| AMERICAN CANCER SOCIETY INC | |||||||
| 2185 N CALIFORNIA BLVD | WALNUT CREEK | CA | 94596 | 131788491 | 501(C)(3) | $5,000 | COMMUNITY DONATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| MASONIC OUTREACH PROGRAM | 403 | $3,886,888 |
| SCHOLARSHIP | 12 | $38,927 |
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 IS 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 ADMISSIONS COMMITTEE. 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 TO THE DIRECTOR FOR FINAL APPROVAL. EVERY BUDGET INCREASE/DECREASE IS REPORTED IN A SUMMARY REPORT TO THE FULL BOARD OF TRUSTEES ON A QUARTERLY BASIS. THE ORIGINAL DOCUMENTATION THAT INCLUDES BANK STATEMENTS, BUDGET CALCULATIONS, RECEIPTS ARE 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 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, MH 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 (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLAN L CASALOU | ||||||||||||||
| SECRETARY | $0 | $293,987 | $0 | $0 | $0 | $3,767 | $0 | $20,281 | $0 | $9,482 | $0 | $327,517 | $0 | $0 |
| GARY CHARLAND | ||||||||||||||
| PRESIDENT AND CEO | $460,991 | $0 | $0 | $0 | $18,000 | $0 | $40,948 | $0 | $16,683 | $0 | $536,622 | $0 | $0 | $0 |
| THOMAS J BOYER | ||||||||||||||
| VP AND CFO | $0 | $263,866 | $0 | $0 | $0 | $6,000 | $0 | $27,265 | $0 | $23,920 | $0 | $321,051 | $0 | $0 |
| ANDREW D CAMERON | ||||||||||||||
| GENERAL COUNSEL | $0 | $214,042 | $0 | $0 | $0 | $6,000 | $0 | $14,675 | $0 | $36,002 | $0 | $270,719 | $0 | $0 |
| PAMELA FRIEDMAN | ||||||||||||||
| VP, COMMUNITY BASED SERVICES (THRU 0 | $228,815 | $0 | $0 | $0 | $5,000 | $0 | $23,412 | $0 | $12,338 | $0 | $269,565 | $0 | $0 | $0 |
| FRANCO DIAMOND | ||||||||||||||
| EXECUTIVE DIRECTOR | $159,047 | $0 | $0 | $0 | $0 | $0 | $16,200 | $0 | $22,885 | $0 | $198,132 | $0 | $0 | $0 |
| YVONNE WONG | ||||||||||||||
| DIRECTOR, PHARMACY | $179,344 | $0 | $0 | $0 | $0 | $0 | $13,097 | $0 | $13,065 | $0 | $205,506 | $0 | $0 | $0 |
| JOHN FAHY | ||||||||||||||
| ASSESSMENT DIRECTOR (THRU 10/18) | $172,344 | $0 | $0 | $0 | $0 | $0 | $14,516 | $0 | $12,338 | $0 | $199,198 | $0 | $0 | $0 |
| KIMBERLY RICH | ||||||||||||||
| ADMINISTRATOR, MCYAF | $158,782 | $0 | $0 | $0 | $0 | $0 | $6,871 | $0 | $34,294 | $0 | $199,947 | $0 | $0 | $0 |
| CHRISTINE GERSHTEIN | ||||||||||||||
| DIRECTOR, QUALITY IMPROVEM | $157,508 | $0 | $0 | $0 | $0 | $0 | $11,585 | $0 | $36,002 | $0 | $205,095 | $0 | $0 | $0 |
| JESSICA HERBOLD | ||||||||||||||
| ASSESSMENT PSYCHOLOGIST | $166,515 | $0 | $0 | $0 | $0 | $0 | $11,705 | $0 | $12,338 | $0 | $190,558 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE GRAND MASTER OF THE GRAND LODGE OF CALIFORNIA SHALL APPOINT 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 SHALL BE DESIGNATED BY THE GRAND MASTER OF THE GRAND LODGE OF FREE AND ACCEPTED MASONS OF CALIFORNIA FROM TIME TO TIME. |
| 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 SENIOR ACCOUNTANTS PREPARE THE FORM 990 SUPPORTING SCHEDULES/DATA, THEN THE CONTROLLER REVIEWS THE SCHEDULES/DATA AND SUBMITS TO THE TAX CONSULTANT FOR THE PREPARATION OF THE FORM 990. THE TAX CONSULTANT SUBMITS THE COMPLETED 990 TO THE CONTROLLER AND CFO FOR REVIEW AND APPROVAL. CFO AND TAX CONSULTANT PRESENTED THE FORM 990 TO 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 THE 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 DIRECTORS. 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 AND NON-BOARD COMMITTEE MEMBERS IS SUBMITTED TO THE CHAIRMAN OF THE BOARD FOR REVIEW. THE PLANS FOR MITIGATION OF ANY CONFLICT RELATING TO BOARD MEMBERS OR NON-BOARD COMMITTEE MEMBERS ARE PRESENTED BY THE CHAIRMAN OF THE BOARD AND THE GRAND MASTER. 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 TRUSTEES AND APPROVED BY THE PRESIDENT OF THE BOARD. 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. |
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 | GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA | |
| 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 | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ACACIA CREEK UNION CITY | ||
| D | $94,837,132 | BOOK/ACTUAL VALUE |
| CALIFORNIA MASONIC MEMORIAL TEMPLE | ||
| E | $508,919 | BOOK/ACTUAL VALUE |
| GRAND LODGE OF FREE AND ACCEPTED MASONS OF CALIFORNIA | ||
| M | $807,898 | BOOK/ACTUAL VALUE |
| GRAND LODGE OF FREE AND ACCEPTED MASONS OF CALIFORNIA | ||
| O | $5,211,265 | BOOK/ACTUAL VALUE |
| GRAND LODGE OF FREE AND ACCEPTED MASONS OF CALIFORNIA | ||
| P | $1,032,918 | BOOK/ACTUAL VALUE |