CALIFORNIA MASONIC FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA MASONIC FOUNDATION (EIN 23-7013074)
- Tax period
- 2013-11-01 to 2014-10-31
- Filed
- 2015-07-28
- IRS object ID
- 201512099349300646
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-28T13:27:53-05:00 | ReturnTs |
| Tax Period End | 2014-10-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 WEST MARCH LANE SUITE 100 | AddressLine1 |
| City | STOCKTON | City |
| State | CA | State |
| ZIP Code | 95219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237013074 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA MASONIC FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 4157767000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 CALIFORNIA STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94108 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS BOYER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4157767000 | PhoneNum |
| Signature | 2015-07-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY PAGLIA | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ARTHUR H WEISS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 CALIFORNIA STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,982,708 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FREEMASON.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | APPLICATION OF MASONIC PRINCIPLES IN SUPPORT OF EDUCATION, LEADERSHIP, AND COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,911,228 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,773,292 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,329,154 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,849,499 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,619 | PYOtherRevenueAmt |
| CY Other Revenue | $9,403 | CYOtherRevenueAmt |
| PY Total Revenue | $3,248,001 | PYTotalRevenueAmt |
| CY Total Revenue | $3,632,194 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $911,815 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,148,317 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $351,687 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $426,098 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $169,176 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $435,051 | PYOtherExpensesAmt |
| CY Other Expenses | $792,559 | CYOtherExpensesAmt |
| PY Total Expenses | $1,698,553 | PYTotalExpensesAmt |
| CY Total Expenses | $2,366,974 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,549,448 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,265,220 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,198,439 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,590,081 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $124,856 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $150,705 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,073,583 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,439,376 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE CALIFORNIA MASONIC FOUNDATION'S MISSION IS TO APPLY MASONIC PRINCIPLES IN SUPPORT OF EDUCATION, LEADERSHIP, AND COMMUNITIES THROUGH SEVERAL IMPORTANT PROGRAMS THAT TOUCH THE LIVES OF THOUSANDS EACH YEAR. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $355,150 | ExpenseAmt |
| Grant | $305,150 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | ANNUAL COLLEGE SCHOLARSHIP HELPS MAKE THE DREAM OF COLLEGE A REALITY FOR HUNDREDS OF TOMORROW'S LEADERS. SINCE 1970 MORE THAN 2,000 STUDENTS HAVE BEEN ASSISTED WITH SCHOLARSHIP AWARDS RANGING FROM $10,000 TO $40,000 PER STUDENT OVER FOUR YEARS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $483,320 | ExpenseAmt |
| Grant | $483,320 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | RAISING A READER - THE MASONS OF CALIFORNIA AND RAISING A READER WILL BRING A NATIONALLY-ACCLAIMED LITERACY PROGRAM TO THOSE WHO NEED IT MOST: CHILDREN IN THE STATE'S LOWEST-PERFORMING PUBLIC ELEMENTARY SCHOOLS, WHO ARE AT THE HIGHEST RISK FOR EDUCATIONAL FAILURE. WE CIRCULATE CHILDREN'S BOOKS TO HOMES, ENGAGE FAMILIES IN SHARED READING OF THOSE BOOKS, AND HELP THOUSANDS OF CHILDREN DEVELOP READING READINESS SKILLS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $80,744 | ExpenseAmt |
| Grant | $67,140 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | MASONIC EDUCATION AND LEADERSHIP TRAINING (MELT) DEVELOPS FUTURE MASONIC LEADERS AND ENRICHES MASONIC EDUCATION THROUGH SPONSORSHIP OF THE WARDENS LEADERSHIP RETREATS, LODGE MANAGEMENT CERTIFICATION PROGRAM AND ENHANCED EDUCATION OPPORTUNITIES. THE FOUNDATION UNDERWRITES A GREAT PORTION OF THE PROGRAM EXPENSES EACH YEAR. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,098,201 | ExpenseAmt |
| Grant | $292,707 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES INCLUDE: 1. MANAGEMENT OF SCHOLARSHIPS FOR OTHER ORGANIZATIONS AND CHARITIES, INCLUDING FUND MANAGEMENT, APPLICATION PROCESSING AND CHECK DISTRIBUTION2. OVERSIGHT AND ENCOURAGEMENT TO THE 350 LOCAL MASONIC LODGES TO ENGAGE THEIR COMMUNITIES IN COMMUNITY SERVICE, SCHOOL SUPPORT AND PUBLIC SERVICE3. A SPONSOR OF THE ANNUAL CALIFORNIA TEACHERS OF THE YEAR PROGRAM, THE ORGANIZATION PAYS TRIBUTE TO EXTRAORDINARY EDUCATORS EACH YEAR4. ANNUAL LEADERSHIP GRANT TO MASONIC YOUTHS TO SUPPORT THEIR LEADERSHIP TRAINING PROGRAMS5. GRANT TO CALIFORNIA MASONIC MEMORIAL TEMPLE FOR THE PRESERVATION AND RESTORATION OF MASONIC BUILDINGS AND ARTIFACTS6. UNIVERSITY PARTNERSHIP PROGRAM - THIS PROGRAM FUNDS A SCHOLARLY PARTNERSHIP BETWEEN THE MASONIC FOUNDATION AND THE UNIVERSITY OF CALIFORNIA LOS ANGELES TO ADVANCE THE STUDY AND UNDERSTANDING OF FREEMASONRY.7. MASONIC PUBLIC EDUCATION PROGRAM - THIS PROGRAM ADDRESSES THE HISTORIC ROLE MASONS HAVE PLAYED IN SUPPORTING PUBLIC EDUCATION, INCLUDING PRIMARY PROGRAM SUPPORT FOR PRIORITIES OF THE FOUNDATION.8. BY YOUR SIDE - A CALIFORNIA MASONRY PROJECT TO RAISE AWARENESS OF CANCER AND ASSISTING THOSE WHO ARE BATTLING IT BY PROVIDING THEM WITH THE QUALITY CARE THEY DESERVE. THE PROJECT PUT MORE CERTIFIED ONCOLOGY NURSES INTO CALIFORNIA'S HOSPITALS, CLINICS AND CARE FACILITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,098,201 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $292,707 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,017,415 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | 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 | 0 | 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 | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIBEL PASAMIC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4152929126 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 CALIFORNIA STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94108 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 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 |
|---|---|---|---|---|---|---|---|
| ARTHUR H WEISS | |||||||
| PRESIDENT | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLIAM J BRAY III | |||||||
| VICE PRESIDENT | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | 1.00 |
| A RAYMOND SCHMALZ | |||||||
| TREASURER | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | 4.00 |
| ALLAN L CASALOU | |||||||
| SECRETARY | 4.80 | Yes (X) | Yes (X) | $0 | $245,917 | $22,410 | 28.80 |
| ERYC K BRANHAM | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| RANDALL L BRILL | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOHN R HEISNER | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | 3.00 | |
| EDMOND M LIM | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| ALAN K PAK | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT A WHITFIELD | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| REUBEN B ZARI | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARK E PRESSEY | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| MARTIN D PERRY | |||||||
| TRUSTEE (THROUGH 10/2014) | 0.50 | Yes (X) | $0 | $0 | $0 | 3.50 | |
| THOMAS BOYER | |||||||
| CHIEF FINANCIAL OFFICER | 0.80 | Yes (X) | $0 | $232,517 | $48,493 | 37.60 | |
| DOUGLAS ISMAIL | |||||||
| EXECUTIVE VICE PRESIDENT | 11.40 | Yes (X) | $0 | $209,288 | $24,345 | 0.10 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $687,722 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $95,248 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARG CONSERVATION SERVICES | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PIER 9 THE EMBARCADERO | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | BUILDING RESTORATION | ServicesDesc |
| Compensation | $367,281 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,773,292 | AllOtherContributionsAmt |
| Total Contributions | $1,773,292 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $645,974 | TotalRevenueColumnAmt |
| Exclusion | $645,974 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,554,039 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,350,514 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,203,525 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,203,525 | TotalRevenueColumnAmt |
| Exclusion | $1,203,525 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SYMPOSIUM RECEIPTS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $9,403 | TotalRevenueColumnAmt |
| Exclusion | $9,403 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,403 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,632,194 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,858,902 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $771,558 | TotalAmt |
| Program Services | $771,558 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376,759 | TotalAmt |
| Program Services | $376,759 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,154 | TotalAmt |
| Program Services | $28,654 | ProgramServicesAmt |
| Management And General | $10,494 | ManagementAndGeneralAmt |
| Fundraising | $68,006 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,868 | TotalAmt |
| Program Services | $127,119 | ProgramServicesAmt |
| Management And General | $9,246 | ManagementAndGeneralAmt |
| Fundraising | $33,503 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,188 | TotalAmt |
| Program Services | $43,221 | ProgramServicesAmt |
| Management And General | $44,691 | ManagementAndGeneralAmt |
| Fundraising | $6,276 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,341 | TotalAmt |
| Program Services | $17,135 | ProgramServicesAmt |
| Management And General | $5,766 | ManagementAndGeneralAmt |
| Fundraising | $14,440 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,547 | TotalAmt |
| Program Services | $8,052 | ProgramServicesAmt |
| Management And General | $3,237 | ManagementAndGeneralAmt |
| Fundraising | $6,258 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,691 | TotalAmt |
| Program Services | $6,214 | ProgramServicesAmt |
| Management And General | $4,439 | ManagementAndGeneralAmt |
| Fundraising | $38 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,050 | TotalAmt |
| Management And General | $22,050 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,553 | TotalAmt |
| Program Services | $83,938 | ProgramServicesAmt |
| Management And General | $25,615 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $493,263 | TotalAmt |
| Program Services | $474,503 | ProgramServicesAmt |
| Management And General | $2,826 | ManagementAndGeneralAmt |
| Fundraising | $15,934 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,490 | TotalAmt |
| Program Services | $13,991 | ProgramServicesAmt |
| Management And General | $16,499 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,575 | TotalAmt |
| Program Services | $19,003 | ProgramServicesAmt |
| Management And General | $2,406 | ManagementAndGeneralAmt |
| Fundraising | $20,166 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,193 | TotalAmt |
| Program Services | $1,006 | ProgramServicesAmt |
| Management And General | $1,187 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,427 | TotalAmt |
| Program Services | $3,058 | ProgramServicesAmt |
| Management And General | $3,369 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,826 | TotalAmt |
| Program Services | $8,645 | ProgramServicesAmt |
| Management And General | $13,872 | ManagementAndGeneralAmt |
| Fundraising | $4,309 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,948 | TotalAmt |
| Management And General | $6,948 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,359 | TotalAmt |
| Program Services | $5,476 | ProgramServicesAmt |
| Management And General | $3,883 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SYMPOSIUM AND DOCENTS | $13,941 | $13,941 | ||
| DUES AND LICENSES | $128 | $59 | $48 | $21 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,115 | TotalAmt |
| Program Services | $15,083 | ProgramServicesAmt |
| Management And General | $3,807 | ManagementAndGeneralAmt |
| Fundraising | $225 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,366,974 | TotalAmt |
| Program Services | $2,017,415 | ProgramServicesAmt |
| Management And General | $180,383 | ManagementAndGeneralAmt |
| Fundraising | $169,176 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,979 | BOYAmt |
| EOY | $167,748 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,102,274 | BOYAmt |
| EOY | $829,681 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,047 | BOYAmt |
| EOY | $939 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,444 | BOYAmt |
| EOY | $30,863 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $40,367 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $35,820 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,730 | BOYAmt |
| EOY | $4,547 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,191,528 | BOYAmt |
| EOY | $25,675,655 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,661,833 | BOYAmt |
| EOY | $2,870,438 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $604 | BOYAmt |
| EOY | $10,210 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,198,439 | BOYAmt |
| EOY | $29,590,081 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,851 | BOYAmt |
| EOY | $8,516 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,005 | BOYAmt |
| EOY | $142,189 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,856 | BOYAmt |
| EOY | $150,705 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,429,132 | BOYAmt |
| EOY | $10,250,483 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,636,008 | BOYAmt |
| EOY | $5,180,450 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,008,443 | BOYAmt |
| EOY | $14,008,443 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,073,583 | BOYAmt |
| EOY | $29,439,376 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,198,439 | BOYAmt |
| EOY | $29,590,081 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,265,220 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $100,573 | NetUnrlzdGainsLossesInvstAmt |
| 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 | $1,230,128 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,486,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,380,011 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,911,228 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,773,292 | CurrentTaxYearAmt |
| Total | $8,781,244 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,230,128 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,486,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,380,011 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,911,228 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,773,292 | CurrentTaxYearAmt |
| Total | $8,781,244 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,384,110 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,397,134 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $524,668 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $490,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $517,229 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $649,278 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $645,974 | CurrentTaxYearAmt |
| Total | $2,827,149 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,441 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,800 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,340 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,619 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,403 | CurrentTaxYearAmt |
| Total | $28,603 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,636,996 | TotalSupportAmt |
| Public Support CY170 | 0.54970 | PublicSupportCY170Pct |
| Public Support PY170 | 0.56420 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | SYMPOSIUM REVENUE - 2009 AMOUNT: $ 2,200. 2010 AMOUNT: $ 1,800. 2011 AMOUNT: $ 4,340. 2012 AMOUNT: $ 7,619. 2013 AMOUNT: $ 9,403. OTHER INCOME - 2009 AMOUNT: $ 3,241. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,497,013 | BeginningYearBalanceAmt |
| Contributions | $3,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,137,282 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $515,049 | GrantsOrScholarshipsAmt |
| Other Expenditures | $55,814 | OtherExpendituresAmt |
| End Year Balance | $18,066,432 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,843,352 | BeginningYearBalanceAmt |
| Contributions | $678,882 | ContributionsAmt |
| Investment Earnings Or Losses | $2,512,743 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $584,688 | GrantsOrScholarshipsAmt |
| Other Expenditures | $933,477 | OtherExpendituresAmt |
| Administrative Expenses | $19,799 | AdministrativeExpensesAmt |
| End Year Balance | $17,497,013 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,302,527 | BeginningYearBalanceAmt |
| Contributions | $1,750 | ContributionsAmt |
| Investment Earnings Or Losses | $1,278,277 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $737,476 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,726 | AdministrativeExpensesAmt |
| End Year Balance | $15,843,352 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,967,507 | BeginningYearBalanceAmt |
| Contributions | $2,000 | ContributionsAmt |
| Investment Earnings Or Losses | $185,398 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $851,409 | GrantsOrScholarshipsAmt |
| Other Expenditures | $969 | OtherExpendituresAmt |
| End Year Balance | $15,302,527 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,603,132 | BeginningYearBalanceAmt |
| Contributions | $1,750 | ContributionsAmt |
| Investment Earnings Or Losses | $1,893,575 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $620,036 | GrantsOrScholarshipsAmt |
| Other Expenditures | $558,654 | OtherExpendituresAmt |
| Administrative Expenses | $352,260 | AdministrativeExpensesAmt |
| End Year Balance | $15,967,507 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02070 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.77540 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.20390 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,435 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,435 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,932 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,385 | DepreciationAmt |
| Book Value | $4,547 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,547 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ROBECO AND MAN MANAGED FUTURES | $1,441,339 | F |
| UBS REIT | $1,429,099 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,870,438 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO OTHER MASONIC ENTITIES | $2,253 |
| DUE TO GRAND LODGE | $40,128 |
| ADVANCED DEPOSITS | $99,808 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $142,189 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | PRIMARILY COLLEGE SCHOLARSHIPS AND OTHER EDUCATIONAL ACTIVITIES. IN ADDITION, PORTIONS ARE USED FOR THE MASONIC LEADERSHIP TRAINING AND THE ONGOING MAINTENANCE OF CALIFORNIA MASONIC MEMORIAL TEMPLE. |
| PART X, LINE 2: | IN JULY 2006, THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ISSUED ACCOUNTING STANDARDS CODIFICATION ("ASC") 740, "INCOME TAXES," WHICH CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM PROBABILITY THRESHOLD THAT A TAX POSITION MUST MEET BEFORE A FINANCIAL STATEMENT BENEFIT IS RECOGNIZED. THE MINIMUM THRESHOLD IS DEFINED IN ASC 740 AS A TAX POSITION THAT IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT TO BE RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE FOUNDATION IS GENERALLY NO LONGER SUBJECT TO TAX EXAMINATIONS RELATING TO FEDERAL AND STATE TAX RETURNS FOR YEARS PRIOR TO 2010. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ASSOCIATION OF CALIFORNIA NURSE LEADERS | |||||||
| 2520 VENTURE OAKS WAY 210 | SACRAMENTO | CA | 95833 | 942910850 | 501 C3 | $8,900 | NURSING SCHOLARSHIPS |
| CSULA FOUNDATION | |||||||
| 5151 STATE UNIVERSITY DRIVE | LOS ANGELES | CA | 90032 | 954044252 | 501 C3 | $20,000 | SCHOLARSHIPS |
| RAISING A READER | |||||||
| 2440 W EL CAMINO REAL | MOUNTAIN VIEW | CA | 94040 | 943390149 | 501 C3 | $483,320 | SUPPORT THE CHILD LITERACY PROGRAM |
| THE GRAND LODGE OF CALIFORNIA | |||||||
| 1111 CALIFORNIA STREET | SAN FRANCISCO | CA | 94108 | 940487790 | 501 C10 | $47,140 | ENRICHMENT OF EDUCATION AND LEADERSHIP SKILLS AMONG MASTER MASONS |
| CALIFORNIA MASONIC MEMORIAL TEMPLE | |||||||
| 1111 CALIFORNIA STREET | SAN FRANCISCO | CA | 94108 | 941266937 | 501 C3 | $60,268 | GENERAL SUPPORT |
| NATIONAL MASONIC FOUNDATIION FOR CHILDREN | |||||||
| PO BOX 41540 | ARLINGTON | VA | 22204 | 550731354 | 501 C3 | $10,000 | GENERAL SUPPORT FOR ANNUAL CONFERENCE OF GRAND MASTERS |
| THE UCLA FOUNDATION OF LOS ANGELES | |||||||
| 1309 MURPHY HALL | LOS ANGELES | CA | 90095 | 952250801 | 501C3 | $96,500 | GRADUATE STUDIES FOR SUPPORT OF PROGRAM IN MASONIC STUDIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 364 | $371,759 |
| TEACHER OF THE YEAR AWARDS | 5 | $5,000 |
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 APPROPRIATE COMMITTEES OF THE ORGANIZATION. THE APPROPRIATE COMMITTEES SET GUIDELINES ON HOW FUNDS ARE USED. A) MASONIC FOUNDATION SCHOLARSHIP PROGRAM - THIS PROGRAM PROVIDES COLLEGE SCHOLARSHIPS TO MORE THAN 250 STUDENTS EACH YEAR. THE APPLICATION IS WEIGHED MOST HEAVILY ON ACADEMIC PERFORMANCE AND FINANCIAL NEEDS PRIOR TO GRANTING OF SCHOLARSHIP TO THE SCHOLAR STUDENTS. DURING THE SCHOLARSHIP PERIOD, THERE IS A VERIFICATION PROCESS OF THEIR GRADE POINT AVERAGE. THE SCHOLAR STUDENTS SUBMIT A TRANSCRIPT OF RECORDS THAT SHOWS THEIR SCHOOL ACADEMIC PERFORMANCE. THE SCHOLAR STUDENTS ALSO NEED TO COMPLETE AN APPLICATION FORM OR A RENEWAL FORM, ATTACHING SUPPORTING DOCUMENTATION (E.G., TRANSCRIPT OF RECORD). ONCE DOCUMENTATION IS COMPLETE, THE MASONIC FOUNDATION STAFF IN CHARGE OF THE SCHOLARSHIP PROGRAM WILL UPDATE THE SCHOLARSHIP DATABASE TO INCLUDE THEM IN THE SCHOLARSHIP REPORT FOR SCHOLARSHIP COMMITTEE APPROVAL. B) MASONIC EDUCATION LEADERSHIP PROGRAM - THE GRANT IS BASED ON ACTUAL EXPENSES MONITORED MONTHLY BY THE GRAND LODGE EXECUTIVE COMMITTEE. THE GRAND LODGE EXECUTIVE COMMITTEE DETERMINES AND APPROVES THE LEADERSHIP TRAININGS FOR THE PROGRAM AND APPROVES THE NECESSARY BUDGET. C) GRANT TO MASONIC TEMPLE FOR BUILDING RENOVATION, REPAIRS AND MAINTENANCE - THE GRANT IS BASED ON ACTUAL EXPENSES MONITORED AND REVIEWED MONTHLY BY THE GRAND LODGE AND MASONIC FOUNDATION AND TEMPLE EXECUTIVE COMMITTEE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (3 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 | $242,012 | $0 | $0 | $0 | $3,905 | $0 | $14,770 | $0 | $7,640 | $0 | $268,327 | $0 | $0 |
| THOMAS BOYER | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $0 | $226,517 | $0 | $0 | $0 | $6,000 | $0 | $24,255 | $0 | $24,238 | $0 | $281,010 | $0 | $0 |
| DOUGLAS ISMAIL | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $0 | $203,288 | $0 | $0 | $0 | $6,000 | $0 | $14,983 | $0 | $9,362 | $0 | $233,633 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION RELIED ON A RELATED ORGANIZATION, GRAND LODGE OF FREE AND ACCEPTED MASONS OF CALIFORNIA, TO ESTABLISH THE COMPENSATION AND BENEFITS OF THE TOP MANAGEMENT OFFICIAL USING ONE OR MORE OF THE METHODS DESCRIBED IN SCHEDULE J, PART I, LINE 3. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE SENIOR ACCOUNTANTS 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 BOARD EXECUTES AND SIGNS A CONFLICT OF INTEREST DISCLOSURE STATEMENT. IN THIS STATEMENT, THE BOARD AND THE BOARD LEVEL COMMITTEE 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 PRESIDENT OF THE BOARD OF DIRECTORS. IN THE EVENT THE INTERESTED PARTY IN QUESTION IS THE PRESIDENT 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 PRESIDENT 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 PRESIDENT TO 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 C, LINE 19 | THE AUDITED FINANCIAL STATEMENTS, GOVERNING/ORGANIZING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE AT THE CORPORATE OFFICE. |
| FORM 990, PART IX, LINE 11G | ALL OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 28,629. MANAGEMENT AND GENERAL EXPENSES 2,826. FUNDRAISING EXPENSES 15,934. TOTAL EXPENSES 47,389. COLUMBIA LODGE RESTORATION: PROGRAM SERVICE EXPENSES 395,874. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 395,874. SCHOLARSHIP ADMINISTRATION FEE: PROGRAM SERVICE EXPENSES 50,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,000. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CALIFORNIA MASONIC MEMORIAL TEMPLE | |||||||||||
| 1111 CALIFORNIA STREET | SAN FRANCISCO | CA | 94108 | 941266937 | SUPPORTING ORGANIZATION | CA | 501(C)(3) | 11-II | GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA | Yes (1) | |
| GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA | |||||||||||
| 1111 CALIFORNIA STREET | SAN FRANCISCO | CA | 94108 | 940487790 | FRATERNAL ORGANIZATION | CA | 501(C)(10) | 0 | N/A | ||
| 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 | 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) | 9 | MASONIC HOMES OF CALIFORNIA | 0 | |
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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 CALIFORNIA STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611511651 | EIN |
| Primary Activities | OPERATION OF MASONIC TEMPLE PARKING FACILITY | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| GRAND LODGE OF FREE AND ACCEPTED MASONS OF CALIFORNIA | ||
| M | $169,175 | BOOK/ACTUAL VALUE |
| GRAND LODGE OF FREE AND ACCEPTED MASONS OF CALIFORNIA | ||
| O | $301,050 | BOOK/ACTUAL VALUE |
| GRAND LODGE OF FREE AND ACCEPTED MASONS OF CALIFORNIA | ||
| P | $86,788 | BOOK/ACTUAL VALUE |
| CALIFORNIA MASONIC TEMPLE | ||
| B | $60,268 | BOOK/ACTUAL VALUE |
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