2015-07-28T13:12:31-05:00 2014-10-31 910189318 MOSS ADAMS LLP 3121 W MARCH LANE SUITE 100 STOCKTON CA 95219 990 2013-11-01 941156564 MASONIC HOMES OF CALIFORNIA MASO 4157767000 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 TOM BOYER CFO 4157767000 2015-07-22 1 TRACY PAGLIA P00366884 2099556100 2013 2016-02-25 16:41:14Z JOHN F LOWE 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 130679795 0 X WWW.MASONICHOME.ORG X 1918 CA IN KEEPING WITH THE TENETS OF FREEMASONRY, THE MASONIC HOMES OF CALIFORNIA WILL PROMOTE 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. 14 13 394 13 4091 2782 4321544 4247942 12508418 17228385 49530507 60169284 1159808 1202430 67520277 82848041 3648836 4147068 0 0 24538955 26522214 0 0 891949 22020448 22156502 50208239 52825784 17312038 30022257 951736094 964898542 37928419 25424474 913807675 939474068 X IN KEEPING WITH THE TENETS OF FREEMASONRY, THE MASONIC HOMES OF CALIFORNIA WILL PROMOTE 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. 0 0 38228976 16946347 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.- ALZHEIMER'S/DEMENTIA - A NEW 16-BED SECURE UNIT NAMED TRADITIONS RECENTLY OPENED ON THE UNION CITY CAMPUS. IT HAS BEEN RENOVATED AND REFURBISHED TO ALLOW 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. 5238504 3953899 0 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. 2525839 0 282038 MASONIC CENTER FOR YOUTH AND FAMILY 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; TO RESEARCH CLINICAL EFFECTIVENESS OF A THOUGHTFUL, INTEGRATED TREATMENT APPROACH TO ACTUAL AND DIVERSE PATIENT POPULATIONS; AND TO ADD OUR VOICE AND EXPERIENCE TO THE PUBLIC DEBATE ABOUT EFFECTIVE ASSESSMENT AND TREATMENT OF CHILDREN WITH BEHAVIORAL AND MENTAL HEALTH ISSUES. 193169 193169 COMMUNITY SPONSORSHIP AND SCHOLARSHIPS FOR CHILDREN'S PROGRAMS 193169 193169 46186488 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 246 0 1 394 1 1 1 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X YOLANDA WASNIEWSKI 5104296491 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 JOHN F LOWE PRESIDENT 1.00 X X 0 0 0 STUART A WRIGHT VICE PRESIDENT 1.00 X X 0 0 0 A RAYMOND SCHMALZ TREASURER 1.00 3.50 X X 0 0 0 ALLAN L CASALOU SECRETARY 6.40 27.20 X X 0 245917 22410 FRED L AVERY TRUSTEE 1.00 X 0 0 0 GARRETT S CHAN TRUSTEE 1.00 X 0 0 0 MICHAEL J CORNELL TRUSTEE 1.00 X 0 0 0 DAVID R DOAN TRUSTEE 1.00 X 0 0 0 BRUCE R GALLOWAY TRUSTEE 1.00 1.00 X 0 0 0 RICHARD W HOPPER TRUSTEE 1.00 X 0 0 0 JOHN A LINDELL TRUSTEE 1.00 X 0 0 0 MARC A NEWMAN TRUSTEE 1.00 X 0 0 0 MARTIN D PERRY TRUSTEE 1.00 3.00 X 0 0 0 GLENN D WOODY TRUSTEE 1.00 X 0 0 0 THOMAS BOYER CHIEF FINANCIAL OFFICER 21.60 16.80 X 0 232517 48493 GARY CHARLAND EXECUTIVE VP 40.00 X 0 72635 0 STEFFANI L KIZZIAR VP- OUTREACH & FAM SVCS (THRU 11/13) 40.00 X 267367 0 15740 DIXIE LEE REEVE ED- MASONIC HOMES UC (THRU 05/14) 40.00 X 163051 0 25220 PAMELA FRIEDMAN VP - COMMUNITY BASED SERVICES 40.00 X 134901 0 0 TERRENCE OWENS DIRECTOR, CLINICAL 40.00 X 200744 0 38782 JOHN FAHY DIRECTOR, ASSESSMENT 40.00 X 152520 0 15719 YVONNE WONG DIRECTOR, PHARMACY 40.00 X 150742 0 35558 JAMES HAAS CHIEF ENGINEER 40.00 X 141195 0 31402 1210520 551069 233324 15 0 1 0 MILLER AND OLSON LLP 20 PARK ROAD SUITE E BURLINGAME CA 94010 LEGAL SERVICES 450000 ONR INC 1101 S CAPITAL OF TEXAS HWY B AUSTIN TX 78746 CONTRACT SERVICES 408210 ANDRE LANDSCAPE SERVICE INC P O BOX 1333 AZUSA CA 91702 REPAIR 151052 FLORY CONSTRUCTION INC 2325 VERNA COURT SAN LEANDRO CA 94577 CONSTRUCTION 124240 ALLIED LANDSCAPE SERVICES INC 1647 WILLOW PASS ROAD STE355 CONCORD CA 94520 LANDSCAPE MAINTENACE 109884 6 4247942 4247942 RESIDENT REVENUE 623990 15363504 15363504 MEDICARE PAYMENTS 623990 1864881 1864881 17228385 21516977 4091 21512886 357096 357096 48765 0 48765 48765 48765 86484061 47831754 38652307 38652307 38652307 SPLIT INT. AGREEMENT 525990 657924 657924 RESIDENT REIMBURSEMENTS 623990 138645 138645 796569 82848041 17228385 4091 61367623 55543 55543 4091525 4091525 896158 698441 197717 18667544 15329625 2816075 521844 1122432 904768 186902 30762 4534730 3969825 483813 81092 1301350 1067514 198471 35365 244964 213809 30996 159 9020 9020 3327877 2483094 844783 1220051 742128 368026 109897 166420 166420 816722 629678 93232 93812 200721 74840 125881 2591104 2523576 67528 356577 279941 58425 18211 5467557 5382289 85268 1146981 1146981 RESIDENT CARE SERVICES 6343508 6343508 DUES & LICENSES 114700 112242 2368 90 150300 137161 12422 717 52825784 46186488 5747347 891949 1304868 1326619 3321839 27014926 673026 1345992 10000000 10000000 696208 1394022 181698819 106755826 78323230 74942993 704327177 692426046 128097839 134441749 24991907 22006195 951736094 964898542 7411439 3862946 21300834 18603465 9216146 2958063 37928419 25424474 X 753267165 777307720 12977921 14065009 147562589 148101339 913807675 939474068 951736094 964898542 X 30022257 -733352 -3622512 X 0 1 X 1 0 X 5765898 9143450 14016978 6388497 8495013 43809836 5765898 9143450 14016978 6388497 8495013 43809836 890762 42919074 17643725 16653912 16754701 20656728 21918747 93627813 1569 1393437 2877 3782 1401665 974703 104736 767851 749720 796569 3393579 142232893 53509421 0.30180 0.30250 X UNDER IRC REG. SECTION 1.170A-9(F)(3), IF AN ORGANIZATION FAILS TO MEET THE 33 1/3 PERCENT-OF-SUPPORT TEST UNDER SUBPARAGRAPH (2), IT CAN STILL QUALIFY AS A PUBLICLY SUPPORTED ORGANIZATION UNDER IRC SECTION 170(B)(1)(A)(VI) IF IT MEETS THE "FACTS AND CIRCUMSTANCES" TEST UNDER SUBPARAGRAPH (3).REQUIREMENT 1: SUBSTANTIAL PUBLIC SUPPORT:THE ORGANIZATION DERIVES LESS THAN 33 1/3% FROM DIRECT CONTRIBUTION FROM THE GENERAL PUBLIC, BUT MORE THAN 10%.REQUIREMENT 2: ATTRACTION OF PUBLIC SUPPORT:THE CALIFORNIA MASONIC HOMES HAS AN ANNUAL FUND CAMPAIGN WHERE IT SOLICITS 60,000 PLUS POTENTIAL DONORS EACH YEAR. PARTICIPATION IS IN THE 10-13% RANGE. TOTAL GIVING EACH YEAR RANGES BETWEEN $600,000 AND $800,000, DEPENDING ON THE NATURE OF THE PROGRAM. THE ORGANIZATION ALSO SOLICIT AND RECEIVE PLANNED GIFTS, SUCH AS CHARITABLE TRUSTS, AND CHARITABLE GIFT ANNUITIES. THIS IS A FULL TIME AND CONTINUOUS PART OF OUR FUNDRAISING STRATEGY. THE ORGANIZATION DOES NOT TYPICALLY SEEK FUNDS FROM GOVERNMENT UNITS OR OTHER PUBLIC CHARITIES.ADDITIONAL FACTS:PERCENTAGE OF SUPPORT DERIVED BY THE ORGANIZATION FROM THE PUBLIC OR FROM GOVERNMENTAL UNITS: 30.18%THE ORGANIZATION'S SUPPORT IS SOURCED FROM THE GENERAL PUBLIC, A FEW LARGE DONORS AND INVESTMENT INCOME.CALIFORNIA MASONIC HOMES SOLICITS DONATION THROUGH DIRECT MAIL, MASONIC HOMES WEBSITE AND FACE-TO-FACE COMMUNICATION WITH PROSPECTIVE DONORS.OVER THE PAST SEVERAL YEARS, CALIFORNIA MASONIC HOMES HAS SOLICITED AND RAISED FUNDS FROM MORE THAN 8,000 DIFFERENT DONORS. THE AVERAGE GIFT IS APPROXIMATELY $150. THIS BROAD LEVEL OF GIVING CONTRASTS THE MAJOR GIFT PORTION OF THE PROGRAM, WHERE A SMALL GROUP OF DONORS HAS MADE GIFTS OR PLEDGES IN THE $25,000 TO $100,000 RANGE.THE ORGANIZATION HAS A GOVERNING BODY THAT IS DIVERSE AND IS MADE UP OF INDIVIDUALS ELECTED PURSUANT TO THE ORGANIZATION'S GOVERNING BYLAWS BY A BROAD MEMBERSHIP BASE. PLEASE SEE FORM 990, PART VII FOR A FULL LIST OF BOARD MEMBERS.IN CARRYING OUT ITS EXEMPT PURPOSES, THE ORGANIZATION PROVIDES THE FOLLOWING SERVICES AND/OR FUNCTIONS:CALIFORNIA MASTER MASONS FOUNDED THE MASONIC HOMES OF CALIFORNIA OVER 100 YEARS AGO TO PROVIDE ORGANIZED RELIEF TO THOSE IN NEED. INSPIRED BY BROTHERLY LOVE, THEY BUILT MAGNIFICENT AND SOUND BUILDINGS TO LAST CENTURIES AND TO SHELTER OUR FRATERNAL FAMILY. TODAY, IN RESIDENTIAL AND COMMUNITY-BASED PROGRAMS, THE MASONIC HOMES CARES FOR SENIORS AND CHILDREN IN THE NAME OF EVERY MASON IN CALIFORNIA -- PAST, PRESENT AND FUTURE. WE CONTINUALLY STRIVE FOR EXCELLENCE IN ALL THAT WE DO TO ENSURE THAT OUR SERVICES ARE DELIVERED IN A MANNER BEFITTING OUR FOUNDING IDEALS.THE MASONIC HOMES OF CALIFORNIA OFFER A RANGE OF SERVICES THAT INCLUDE: 1. ADULT RESIDENT SERVICETHE FOLLOWING ARE THE RANGE OF SERVICES THAT WE OFFER TO OUR RESIDENTS IN UNION CITY AND COVINA CAMPUSES.HEALTH SERVICES THAT INCLUDE ON-SITE MEDICAL AND DENTAL CLINICS, REHABILITATION SERVICES AND HYDROTHERAPY POOL SERVICES. OUR WELLNESS PROGRAMS OFTEN INCLUDE YOGA, MASSAGE, T'AI CHI, LECTURES AND NUTRITIONAL COUNSELING. THE UNION CITY CAMPUS HAS AN ONSITE PHARMACY, AND THE COVINA CAMPUS HAS AN ESTABLISHED RELATIONSHIP WITH A COMMUNITY PHARMACY.THREE PROFESSIONALLY PREPARED MEALS A DAY ARE SERVED IN SPACIOUS AND ATTRACTIVE DINING ROOMS. RESIDENTS ENJOY SHARING MEALS TOGETHER, AND TABLES SET WITH CHINA AND LINEN IS THE NORM. DAILY SALAD BARS AND AN ELEGANT SUNDAY BUFFET BRUNCH AT BOTH HOMES ARE AMONG THE WEEK'S DINING HIGHLIGHTS. RESIDENTS' SPECIAL DIETARY NEEDS ARE ACCOMMODATED.OUR HOMES FOLLOW 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:A) INDEPENDENT LIVING -- RESIDENTS WHO QUALIFY FOR INDEPENDENT LIVING ARE ABLE TO PROVIDE ALL OF THEIR OWN CARE, EVEN THOUGH SOME USE WALKERS OR CANES.B) ASSISTED LIVING -- RESIDENTS ARE ABLE TO LIVE INDEPENDENTLY WHILE RECEIVING ASSISTANCE WITH ACTIVITIES OF DAILY LIVING, SUCH AS BATHING, TAKING MEDICATIONS AND DRESSING.C) 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.D) ALZHEIMER'S/DEMENTIA -- A NEW 16-BED SECURE UNIT NAMED TRADITIONS RECENTLY OPENED ON THE UNION CITY CAMPUS. IT HAS BEEN RENOVATED AND REFURBISHED TO ALLOW STAFF TO PROVIDE OPTIMAL CARE -- AND A PROTECTIVE ENVIRONMENT -- FOR THE RESIDENTS.E) HOSPICE -- BOTH HOMES 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.2. MASONIC SENIOR OUTREACH SERVICESWE KNOW 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: A) ONGOING FINANCIAL AND CARE SUPPORT FOR THOSE WITH DEMONSTRATED NEED B) INTERIM FINANCIAL AND CARE SUPPORT FOR THOSE ON THE WAITING LIST FOR THE MASONIC HOMES OF CALIFORNIA C) INFORMATION AND REFERRALS TO COMMUNITY-BASED SENIOR PROVIDERS ACROSS CALIFORNIA3. MASONIC FAMILY OUTREACH SERVICESIN RESPONSE TO THE CHANGING NEEDS OF MASONIC FAMILIES, THE HOMES TRANSITIONED OUT OF RESIDENTIAL CARE FOR CHILDREN IN 2009 AND EXPANDED THE MASONIC FAMILY OUTREACH.WE IDENTIFY RESOURCES FOR FAMILIES STRUGGLING WITH COMPLEX ISSUES, SUCH AS THE IMPACT OF DIVORCE, THE STRESSES OF A SPECIAL NEEDS CHILD, AND OTHER SIGNIFICANT LIFE CHALLENGES. OUR CASE MANAGEMENT SERVICES ARE BROAD, FLEXIBLE AND ABLE TO SERVE FAMILIES IN THEIR OWN COMMUNITIES. MASONIC FAMILY OUTREACH ALSO PROVIDES SERVICES AND PROGRAMS SPECIFICALLY TO SUPPORT FAMILIES NEGATIVELY IMPACTED BY ECONOMIC EVENTS, SUCH AS JOB LOSS, FORECLOSURE, AND OTHER DIFFICULTIES. WE IDENTIFY RESOURCES FOR FAMILIES STRUGGLING WITH COMPLEX ISSUES, SUCH AS THE IMPACT OF DIVORCE, THE STRESSES OF A SPECIAL NEEDS CHILD, AND OTHER SIGNIFICANT LIFE CHALLENGES.PART OF THE MASONIC FAMILY OUTREACH IS THE MASONIC CENTER FOR YOUTH AND FAMILIES. THE CENTER SERVES YOUTH AGE 4 TO 17 STRUGGLING WITH LEARNING, BEHAVIORAL AND PSYCHOLOGICAL PROBLEMS. OUR MULTI-DISCIPLINARY TEAM OF EXPERTS ASSESSES THE COMPLETE CHILD - FROM COGNITIVE, PERSONALITY, AND NEUROPSYCHOLOGICAL TESTS TO CONVERSATIONS WITH TEACHERS, COACHES, AND MINISTERS. FOR THIS, WE DEVELOP A COMPREHENSIVE TREATMENT PLAN THAT ADDRESSES THE CHILD'S AND FAMILY'S NEEDS. THIS INTEGRATED, SINGLE-POINT-OF-SERVICE APPROACH IS NOT AVAILABLE ANYWHERE ELSE IN THE COUNTRY. OUR SERVICES ARE BASED ON A CHILD-FIRST PHILOSOPHY, AND AIM TO HELP YOUTH LEARN ABOUT THEMSELVES AND REALIZE THEIR POTENTIAL. LOCATED IN SAN FRANCISCO, THE CENTER IS DESIGNATED TO SERVE MASONIC AND NON-MASONIC FAMILIES THROUGHOUT THE STATE. MASONIC FAMILIES WILL ALWAYS BE GRANTED PRIORITY AND TRAVEL REIMBURSEMENT MAY BE AVAILABLE. AFTER INITIAL ON-SITE ASSESSMENT, WE IDENTIFY TREATMENT RESOURCES IN THE FAMILY'S HOME COMMUNITY AND MAINTAIN ONGOING CONTACT WITH THE FAMILY. SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPLIT INTEREST AGREEMENT MISCELLANEOUS - 2009 AMOUNT: $ 830,719. 2011 AMOUNT: $ 663,748. 2012 AMOUNT: $ 647,731. 2013 AMOUNT: $ 657,924. RESIDENT REIMBURSEMENT - 2009 AMOUNT: $ 143,984. 2010 AMOUNT: $ 104,736. 2011 AMOUNT: $ 104,103. 2012 AMOUNT: $ 101,989. 2013 AMOUNT: $ 138,645. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 25274 25274 0 51908561 51933835 0 1000000 0 250000 0 0 0 1000000 1000000 1500000 25274 25274 250000 250000 375000 0 0 0 319537 X FOR THE ENJOYMENT OF RESIDE 0 383523046 604258 26839069 4147068 9289160 1474775 396055370 346510465 782384 51455163 3648836 9810803 1765327 383523046 326818396 5968396 32855182 3685511 13871032 1574966 346510465 334140844 4202049 4478148 3554999 10995459 1452187 326818396 293787130 2612187 40319439 2056920 520992 334140844 0.59060 0.37390 0.03550 1 0 108406 7188406 7296812 144241594 83262751 60978843 189904 73954 115950 15476532 12321404 3155128 14493977 11097717 3396260 74942993 HEDGE FUND OF FUNDS 41638185 F MANAGED FUTURES 49615412 F UBS REIT 43188152 F 134441749 LIABILITY TO BENEFICIARIES OF SPLIT-INTEREST AGREEMENTS 2943310 ADVANCE DEPOSIT 14753 2958063 X 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 THE INTERPRETATION. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 22939022 0 0 0 0 0 0 22939022 0 22939022 1 0 0 0 1 0 1 NEW HAVENS SCHOOL FOUNDATION 33377 WESTERN AVENUE UNION CITY CA 94587 942855611 501(C)(3) 8500 COMMUNITY DONATIONS LEADING AGE CALIFORNIA 1315 I-STREET SUITE 100 SACRAMENTO CA 95814 352509858 501(C)(3) 11000 COMMUNITY DONATIONS 2 0 MASONIC OUTREACH PROGRAM 236 3953899 SCHOLARSHIP 31 137626 PART I, LINE 2: GRANT FUNDS ARE MONITORED BY THE BOARD, THE APPROPRIATE COMMITTEES AND KEY EMPLOYEES OF THE ORGANIZATION. THE BOARD AND THE APPROPRIATE COMMITTEES SET GUIDELINES ON HOW FUNDS ARE USED. FOR MOS CLIENT - A CARE PLAN AND BUDGET 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 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 CLIENTS 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). X X X 0 0 0 0 0 1 0 0 0 ALLAN L CASALOU SECRETARY 0 242012 0 0 0 3905 0 14770 0 7640 0 268327 0 0 THOMAS BOYER CHIEF FINANCIAL OFFICER 0 226517 0 0 0 6000 0 24255 0 24238 0 281010 0 0 STEFFANI L KIZZIAR VP- OUTREACH & FAM SVCS (THRU 11/13) 227742 0 33625 0 6000 0 15740 0 0 0 283107 0 0 0 DIXIE LEE REEVE ED- MASONIC HOMES UC (THRU 05/14) 154403 0 8648 0 0 0 15509 0 9711 0 188271 0 0 0 TERRENCE OWENS DIRECTOR, CLINICAL 200744 0 0 0 0 0 14549 0 24233 0 239526 0 0 0 JOHN FAHY DIRECTOR, ASSESSMENT 152520 0 0 0 0 0 6121 0 9598 0 168239 0 0 0 YVONNE WONG DIRECTOR, PHARMACY 143605 0 7137 0 0 0 11325 0 24233 0 186300 0 0 0 JAMES HAAS CHIEF ENGINEER 141195 0 0 0 0 0 12858 0 18544 0 172597 0 0 0 PART I, LINE 6 THE ORGANIZATION HAS A MANAGEMENT INCENTIVE PROGRAM PRIMARILY FOR EXEMPT EMPLOYEES BASED UPON DEPARTMENT RESPONSIBILITIES. THIS PROGRAM IS BASED ON A) NET EARNINGS PERFORMANCE AGAINST BUDGET B) SAFETY - WORKERS COMP INCIDENT C) RESIDENT SURVEY SATISFACTION. 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 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 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 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. FORM 990, PART XI, LINE 9: CHANGE IN MINIMUM PENSION LIABILITY -3,618,421. INCOME FROM PASSTHROUGH ENTITIES -4,091. 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) 11-II GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA 0 CALIFORNIA MASONIC FOUNDATION 1111 CALIFORNIA ST SAN FRANCISCO CA 94108 237013074 CHARITABLE FOUNDATION SUPPORTING EDUCATIONAL AND COMMUNITY-BASED PROGRAMS 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 1 NOB HILL MASONIC CENTER INC 1111 CALIFORNIA ST SAN FRANCISCO CA 94108 611511651 OPERATION OF CMMT PARKING GARAGE CA N/A C 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 ACACIA CREEK UNION CITY D 104263319 BOOK/ACTUAL VALUE GRAND LODGE OF FREE AND ACCEPTED MASONS OF CALIFORNIA M 891949 BOOK/ACTUAL VALUE GRAND LODGE OF FREE AND ACCEPTED MASONS OF CALIFORNIA O 4949883 BOOK/ACTUAL VALUE GRAND LODGE OF FREE AND ACCEPTED MASONS OF CALIFORNIA P 852711 BOOK/ACTUAL VALUE