2022-08-31T19:17:15-05:00 2021-10-31 910189318 MOSS ADAMS LLP 3121 W MARCH LANE SUITE 200 STOCKTON CA 95219 990 2020-11-01 940487790 GRAND LODGE OF FREE AND ACCEPTED MASONS OF CALIFORNIA GRAN 4157767000 1111 CALIFORNIA ST SAN FRANCISCO CA 94108 THOMAS BOYER CFO 4157767000 2022-07-25 1 THOMAS BOYER 999009999 TRACY PAGLIA P00366884 2099556100 2022-07-25 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z ARTHUR H WEISS 1111 CALIFORNIA ST SAN FRANCISCO CA 94108 20105305 0 0214 X HTTP://WWW.FREEMASON.ORG X FRATERNAL ORGANIZATION 1936 CA THE MISSION OF THE MASONS OF CA IS TO FOSTER PERSONAL GROWTH AND IMPROVE THE LIVES OF OTHERS. 4 4 77 30 0 0 73759 200720 2366487 2453707 472988 1067658 2316023 4214341 5229257 7936426 86477 72390 0 0 1516415 1610907 0 0 0 1384163 1879590 2987055 3562887 2242202 4373539 25985354 37945101 17033325 23053891 8952029 14891210 X A MAN WHO STRIVES TO IMPROVE HIMSELF CAN ALSO IMPROVE HIS COMMUNITY AND THE WORLD AT LARGE. THIS IS THE MISSION OF THE MASONS OF CALIFORNIA. THROUGH MASONIC PRINCIPLES AND TRADITION, WE FOSTER PERSONAL GROWTH AND IMPROVE THE LIVES OF OTHERS. MASONRY IN CALIFORNIA IS A RELEVANT AND RESPECTED ORGANIZATION - BOTH INSIDE AND OUTSIDE OF THE FRATERNITY. WE MAKE A PROFOUND DIFFERENCE IN THE LIVES OF OUR MEMBERS AND IN CALIFORNIA COMMUNITIES. WE ARE ENGAGED IN THE WORLDWIDE PRINCIPLES AND FELLOWSHIP OF FREEMASONRY. 0 0 CURRENTLY, THERE ARE MORE THAN 325 LODGES THROUGHOUT CALIFORNIA WITH MORE THAN 40,000 MEMBERS. THE GRAND LODGE PROVIDES PROGRAMS, EDUCATION, TRAINING AND SUPPORT SERVICES TO THE LODGES, THEIR OFFICERS AND INDIVIDUAL MASONS. THESE SERVICES INCLUDE INSURANCE COVERAGE FOR LODGES, CERTIFICATION PROGRAMS FOR LODGE OFFICERS, MASONIC EDUCATION FOR MEMBERS, AND NUMEROUS OTHER SERVICES AND EDUCATION OPPORTUNITIES. THE GRAND LODGE ALSO PROVIDES DIRECT MONETARY SUPPORT IN THE FORM OF GRANTS TO AFFILIATED YOUTH ORGANIZATIONS, INCLUDING DEMOLAY, JOB'S DAUGHTERS AND RAINBOW GIRLS AND TO OTHER MASONIC ORGANIZATIONS AND INDIVIDUAL MASONS IN TIME OF NEED. FINALLY, THE GRAND LODGE PROVIDES SUPPORT, EDUCATION, AND ADMINISTRATIVE SERVICES TO ITS RELATED ENTITIES. 0 1 0 0 0 0 1 1 1 1 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 40 0 1 77 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X MARIBEL PASAMIC 4152929126 1111 CALIFORNIA ST SAN FRANCISCO CA 94108 ARTHUR H WEISS GRAND MASTER 1.00 1.00 X X 0 0 0 JEFFREY M WILKINS DEPUTY GRAND MASTER 1.00 2.00 X 0 0 0 RANDALL L BRILL SENIOR GRAND WARDEN 1.00 3.00 X 0 0 0 G SEAN METROKA JUNIOR GRAND WARDEN 1.00 3.00 X 0 0 0 ALLAN L CASALOU GRAND SECRETARY 6.70 33.30 X 314598 0 42415 THOMAS J BOYER VP & CHIEF FINANCIAL OFFIC 13.10 26.90 X 283401 0 56584 ANDREW CAMERON GENERAL COUNSEL 3.10 36.90 X 245856 0 62750 DOUGLAS ISMAIL CHIEF PHILANTHROPY OFFICER 0.00 40.00 X 220591 0 28740 ANDREW R UEHLING CHIEF HR OFFICER 2.20 37.80 X 203551 0 24102 CHRISTOPHER SMITH CHIEF TECHNOLOGY OFFICER 2.10 37.90 X 98459 0 14374 ARTHUR L SALAZAR JR GRAND TREASURER 1.00 5.00 X 0 0 0 KHALIL SWEIDY DIR OF FINANCIAL PLANNING 40.00 X 217692 0 40943 EMILY LIMON VP OF COMMUNICATIONS 40.00 X 190783 0 40143 MARIBEL PASAMIC CONTROLLER/VP FINANCE 40.00 X 177591 0 41219 ALAN DAVIES IT DIRECTOR 40.00 X 156054 0 10947 CANDLER M GIBSON DIR. OF MASONIC PHILANTROP 40.00 X 152151 0 42171 2260727 0 404388 24 0 1 0 MOSS ADAMS LLP P O BOX 101822 PASADENA CA 91189 ACCOUNTING, TAX AND CONSULTING SERVICES 271672 QUADGRAPHICS INC PO BOX 644840 PITTSBURGH PA 15264 MARKETING STRATEGY & MGMT SERVICES 109908 2 151709 49011 200720 MEMBERSHIP DUES 900099 2191610 2191610 AC RECEIPTS 900099 166707 166707 WARDEN'S RETREAT 900099 86450 86450 APPLICATION FEES 900099 8940 8940 2453707 581576 581576 12654961 12168879 486082 486082 486082 12 0 12 12 MONROVIA MASONIC RECEIPTS 900099 3352147 3352147 REIMB TO MANAGE INVESTMENTS 900099 806330 806330 TAX PREP FEES FROM HALL ASSOCIATI 900099 16000 16000 39852 39852 4214329 7936426 2453719 0 5281987 72390 229918 1108226 66582 91776 114405 2069 31245 59002 171920 127672 101741 111104 22132 14625 661600 26399 20605 86199 SUPPORT AND DEVELOPMENT 237201 OFFICER & INSPECTOR EXP 195997 DUES, LICENSES, PERMITS 4714 REGALIA 1944 3421 3562887 765019 885189 529079 1700293 206489 501627 665115 665115 403367 1838333 2736810 2486910 294412 249900 21677883 30138549 1180538 1557165 263452 408930 25985354 37945101 1243192 1985881 2143294 2104237 1424612 13646839 17539161 17033325 23053891 X 8739389 14645272 212640 245938 8952029 14891210 25985354 37945101 4373539 1565642 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 28368 0 0 X USED IN LODGE CEREMONIES 0 0 0 2475469 678826 107898 3046397 2515167 66714 106412 2475469 2389398 230125 104356 2515167 2435953 -4648 41907 2389398 2171315 363841 99203 2435953 1.00000 0.00000 0.00000 0 0 209993 185976 24017 2341880 2141194 200686 184937 159740 25197 249900 DUE TO GEORGE WASHINGTON MEMORIAL FUND 810 ADVANCED DEPOSITS 28544 ASSETS HELD FOR LODGE LIFE MEMBERSHIP 17204390 DUE TO RELATED ENTITIES 305417 17539161 PART III, LINE 4: GRAND LODGE PARAPHERNALIA GRAND MASTER JEWEL AND ALTAR JEWELS PART V, LINE 4: TO SUPPORT MASONIC FRATERNAL ACTIVITIES OF CALIFORNIA MASONS. CENTRAL AMERICA AND THE CARIBBEAN INVESTMENT 144748049 EUROPE INVESTMENT 13519999 NORTH AMERICA INVESTMENT 5179511 0 0 0 0 0 0 163447559 0 163447559 1 0 1 0 1 0 PART III ACCOUNTING METHOD: 0 GEORGE WASHINGTON NATIONAL MASONIC MEMORIAL ASSOCIATION 101 CALLAHAN DRIVE ALEXANDRIA VA 22301 540545202 501(C)(3) 40440 LODGE PER CAPITA BENICIA MASONIC TEMPLE ASSOCIATION 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 680073350 501(C)(2) 19950 BUILDING OPERATION AND MAINTENANCE 1 1 PART I, LINE 2: GRANTS ARE MONITORED AND APPROVED BY THE APPROPRIATE GRAND LODGE COMMITTEE AND ARE PROPERLY DOCUMENTED. GRANT TO GEORGE WASHINGTON MASONIC NATIONAL MEMORIAL IS BASED ON THE $1 PER CAPITA ASSESSMENT AS APPROVED BY THE GRAND LODGE EXECUTIVE COMMITTEE AND ITS MEMBERS. X X X X X 0 0 0 ALLAN L CASALOU GRAND SECRETARY 311481 0 0 0 3117 0 22720 0 19695 0 357013 0 0 0 THOMAS J BOYER VP & CHIEF FINANCIAL OFFIC 278151 0 0 0 5250 0 28783 0 27801 0 339985 0 0 0 ANDREW CAMERON GENERAL COUNSEL 240606 0 0 0 5250 0 19060 0 43690 0 308606 0 0 0 KHALIL SWEIDY DIR OF FINANCIAL PLANNING 217692 0 0 0 0 0 14360 0 26583 0 258635 0 0 0 DOUGLAS ISMAIL CHIEF PHILANTHROPY OFFICER 215591 0 0 0 5000 0 18813 0 9927 0 249331 0 0 0 EMILY LIMON VP OF COMMUNICATIONS 190783 0 0 0 0 0 12868 0 27275 0 230926 0 0 0 ANDREW R UEHLING CHIEF HR OFFICER 203551 0 0 0 0 0 14230 0 9872 0 227653 0 0 0 MARIBEL PASAMIC CONTROLLER/VP FINANCE 177591 0 0 0 0 0 12880 0 28339 0 218810 0 0 0 CANDLER M GIBSON DIR. OF MASONIC PHILANTROP 152151 0 0 0 0 0 13832 0 28339 0 194322 0 0 0 ALAN DAVIES IT DIRECTOR 156054 0 0 0 0 0 10885 0 62 0 167001 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 VOTING MEMBERS INCLUDE ELECTIVE AND APPOINTIVE GRAND LODGE OFFICERS EXCEPT THE GRAND TILER AND THE ASSISTANT GRAND TILER; PAST GRAND OFFICERS; MASTERS, SENIOR WARDENS AND JUNIOR WARDENS OF CHARTERED LODGES; AND PAST MASTERS COLLECTIVELY OF EACH CHARTERED LODGE. MEMBERS OF GRAND LODGE SHALL MEET IN COMMUNICATIONS TO CONDUCT WHATEVER BUSINESS MAY PROPERLY COME BEFORE THEM. FORM 990, PART VI, SECTION A, LINE 7A ELECTED OFFICERS SHALL BE ELECTED BY WRITTEN BALLOT AS THE FINAL ITEM OF BUSINESS BEFORE THE INSTALLATION OF SAID OFFICERS AT EACH ANNUAL COMMUNICATION. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS OF GRAND LODGE SHALL MEET IN ANNUAL COMMUNICATIONS TO CONDUCT WHATEVER BUSINESS MAY PROPERLY COME BEFORE THEM. THE OFFICERS OR REPRESENTATIVES OF AT LEAST 20% OF THE LODGES CHARTERED AND CONSTITUTED BY THIS GRAND LODGE SHALL BE PRESENT IN ORDER TO TRANSACT ANY BUSINESS IN GRAND LODGE AT AN ANNUAL OR SPECIAL COMMUNICATION. EXCEPT AS PROVIDED IN SECTION 50.000 OF THE CONSTITUTION REGARDING THE VOTE REQUIRED TO AMEND THE CONSTITUTION OF GRAND LODGE, IN SECTION 402.020 REGARDING THE VOTE REQUIRED TO AMEND THE RITUAL OR IN SECTION 1500.000 REGARDING THE VOTE REQUIRED TO AMEND THESE ORDINANCES, THE TRANSACTION OF BUSINESS SHALL BE DECIDED BY A MAJORITY OF THE VOTES CAST. PROPOSED AMENDMENTS TO THE CONSTITUTION OF THE GRAND LODGE OF CALIFORNIA MUST BE ADOPTED AT AN ANNUAL OR SPECIAL COMMUNICATION OF GRAND LODGE BY FIVE-SIXTHS OF THE VOTES CAST. FORM 990, PART VI, SECTION B, LINE 11B THE ACCOUNTING SENIOR MANAGER PREPARE THE FORM 990 SUPPORTING SCHEDULES/DATA, THEN THE CONTROLLER REVIEWS THE SCHEDULES/DATA AND SUBMITS TO THE TAX CONSULTANT FOR 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 AS REQUIRED, ANNUALLY, EACH MEMBER OF THE EXECUTIVE COMMITTEE OF THE GRAND LODGE SIGNS A CONFLICT OF INTEREST DISCLOSURE STATEMENT. IN THIS STATEMENT, THE EXECUTIVE COMMITTEE AND MEMBERS OF OTHER GRAND LODGE COMMITTEES DISCLOSE 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 EXECUTIVE COMMITTEE ACTION. THE INTERESTED PARTY DISCLOSES THE CIRCUMSTANCES TO THE GRAND MASTER. IN THE EVENT THE INTERESTED PARTY IN QUESTION IS THE GRAND MASTER, THE POTENTIAL CONFLICT IS DISCLOSED TO THE FULL EXECUTIVE COMMITTEE. THE CONFLICT OF INTEREST DISCLOSURE STATEMENT FOR EXECUTIVE COMMITTEE MEMBERS AND OTHER COMMITTEE MEMBERS ARE SUBMITTED TO THE GRAND MASTER FOR REVIEW. THE PLAN FOR MITIGATION OF ANY CONFLICT OF AN EXECUTIVE COMMITTEE MEMBER IS PRESENTED BY THE GRAND MASTER TO THE EXECUTIVE COMMITTEE. 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, CONFLICT OF INTEREST POLICY, AND GOVERNING/ORGANIZING DOCUMENTS ARE AVAILABLE TO THE PUBLIC AT THE CORPORATE OFFICE. MASONIC HOMES OF CALIFORNIA 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 941156564 CONTINUING CARE AND RETIREMENT ACTIVITY CA 501(C)(3) 7 GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA 1 CALIFORNIA MASONIC MEMORIAL TEMPLE 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 941266937 SUPPORTING ORGANIZATION CA 501(C)(3) 12-II GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA 1 CALIFORNIA MASONIC FOUNDATION 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 237013074 A CHARITABLE FOUNDATION SUPPORTING EDUCATIONAL AND COMMUNITY-BASED PROGRAMS CA 501(C)(3) 7 GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA 1 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) 9 MASONIC HOMES OF CALIFORNIA 1 THE BENICIA MASONIC TEMPLE ASSOCIATION 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 680073350 HALL ASSOCIATION CA 501(C)(2) GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA 1 PLUMAS MASONIC BUILDING ASSOCIATION 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 680452812 HALL ASSOCIATION CA 501(C)(2) GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA 1 MONROVIA MASONIC BUILDING CORPORATION 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 950980442 HALL ASSOCIATION CA 501(C)(2) GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA 1 POMONA VALLEY MASONIC TEMPLE ASSOCIATON 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 950980448 HALL ASSOCIATION CA 501(C)(2) GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA 1 KING SOLOMON'S MORENO VALLEY TEMPLE 24740 SUNNYMEAD BLVD MORENO VALLEY CA 92553 510154987 HALL ASSOCIATION CA 501(C)(2) GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA 1 NOB HILL MASONIC CENTER INC 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 611511651 OPERATION OF MASONIC TEMPLE PARKING FACILITY CA GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA C 1612338 1667112 1.00000 1 0 1 1 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 CALIFORNIA MASONIC MEMORIAL TEMPLE D 665115 BOOK/ACTUAL VALUE CALIFORNIA MASONIC MEMORIAL TEMPLE K 64980 BOOK/ACTUAL VALUE CALIFORNIA MASONIC HOMES L 844571 BOOK/ACTUAL VALUE CALIFORNIA MASONIC FOUNDATION L 145189 BOOK/ACTUAL VALUE CALIFORNIA MASONIC HOMES O 5407140 BOOK/ACTUAL VALUE ACACIA CREEK A MASONIC SENIOR LIVING COMMUNITY AT UNION CITY O 884665 BOOK/ACTUAL VALUE CALIFORNIA MASONIC FOUNDATION O 408135 BOOK/ACTUAL VALUE ACACIA CREEK A MASONIC SENIOR LIVING COMMUNITY AT UNION CITY Q 199114 BOOK/ACTUAL VALUE CALIFORNIA MASONIC HOMES Q 423836 BOOK/ACTUAL VALUE CALIFORNIA MASONIC MEMORIAL TEMPLE O 447018 BOOK/ACTUAL VALUE NOB HILL MASONIC CENTER O 246840 BOOK/ACTUAL VALUE MONROVIA MASONIC BUILDING CORPORATION S 3352147 CASH CALIFORNIA MASONIC FOUNDATION C 151709 BOOK/ACTUAL VALUE