CALIFORNIA MASONIC MEMORIAL TEMPLE: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CALIFORNIA MASONIC MEMORIAL TEMPLE (EIN 94-1266937)
Tax period
2024-11-01 to 2025-10-31
Filed
2026-08-21
IRS object ID
202622339349300972
Schema version
2024v5.5
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

FieldValueIRS element (for citing)
Return2026-08-21T09:28:19-05:00ReturnTs
Tax Period End2025-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN946214841PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARMANINO ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12700 CAMINO RAMON STE 350AddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP945835004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN941266937EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA MASONIC MEMORIAL TEMPLEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCALIBusinessNameControlTxt
Phone4157767000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11111 CALIFORNIA STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL HUNTERPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone4157767000PhoneNum
Signature2026-08-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW PETROSKIPreparerPersonNm
PTINP00853132PTIN
Phone9257902600PhoneNum
Preparation2026-07-22PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJONATHAN WONGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11111 CALIFORNIA STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94108ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,417,557GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FREEMASON.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1954FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO OPERATE EXCLUSIVELY AS A SUPPORTING ORGANIZATION OF THE CALIFORNIA MASONIC FOUNDATIONActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers6TotalVolunteersCnt
Total Gross UBI$739,392TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$237,697PYContributionsGrantsAmt
CY Contributions Grants$352,637CYContributionsGrantsAmt
PY Program Service Revenue$2,632,869PYProgramServiceRevenueAmt
CY Program Service Revenue$2,697,114CYProgramServiceRevenueAmt
PY Investment Income$433,329PYInvestmentIncomeAmt
CY Investment Income$326,708CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$3,303,895PYTotalRevenueAmt
CY Total Revenue$3,376,459CYTotalRevenueAmt
PY Grants And Similar Paid$10,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$735,902PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$756,123CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,458,132PYOtherExpensesAmt
CY Other Expenses$2,477,176CYOtherExpensesAmt
PY Total Expenses$3,204,034PYTotalExpensesAmt
CY Total Expenses$3,233,299CYTotalExpensesAmt
PY Revenues Less Expenses$99,861PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$143,160CYRevenuesLessExpensesAmt
Total Assets BOY$12,608,837TotalAssetsBOYAmt
Total Assets EOY$13,114,551TotalAssetsEOYAmt
Total Liabilities BOY$1,215,245TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,394,884TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$11,393,592NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,719,667NetAssetsOrFundBalancesEOYAmt
MissionTO OPERATE EXCLUSIVELY FOR CHARITABLE OR EDUCATIONAL PURPOSES AS A SUPPORTING ORGANIZATION AND FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF, THE CALIFORNIA MASONIC FOUNDATION, A CALIFORNIA NON-PROFIT PUBLIC BENEFIT CORPORATION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,774,558ExpenseAmt
Revenue$112,304RevenueAmt
DescCALIFORNIA MASONIC MEMORIAL TEMPLE OPERATES EXCLUSIVELY AS A SUPPORTING ORGANIZATION AND FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF, THE CALIFORNIA MASONIC FOUNDATION, A CALIFORNIA NON-PROFIT ORGANIZATION. ANY EXCESS OF CALIFORNIA MASONIC TEMPLE INCOME, LESS OPERATING EXPENSES AND RESERVES, IS TRANSFERRED TO THE FOUNDATION AT THE END OF EACH FISCAL YEAR.Desc
Total Program Service Expenses$2,774,558TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document19IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members4GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARIBEL PASAMICBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4157767000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11111 CALIFORNIA STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94108ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
CHRISTOPHER L SMITH
DIRECTOR & CTO (THRU 10/25)0.4839.52Yes (X)Yes (X)$0$231,584$44,450
MARK E PRESSEY
CHAIRMAN & PRESIDENT (THRU 10/25)1.001.00Yes (X)Yes (X)$0$0$0
JONATHAN L WONG
VICE CHAIR; CHAIR/PRES (AS OF 10/25)1.001.00Yes (X)Yes (X)$0$0$0
CHARLES P CROSS
DIRECTOR; TREASURER (THRU 10/25)1.003.00Yes (X)Yes (X)$0$0$0
JAIRO GOMEZ
DIRECTOR1.001.00Yes (X)$0$0$0
DENNIS R MAHONEY
DIRECTOR (THRU 10/25)1.00Yes (X)$0$0$0
ALEXANDER J TEODORO
DIRECTOR1.001.00Yes (X)$0$0$0
ALLAN L CASALOU
GRAND SECRETARY8.2531.75Yes (X)$0$381,040$48,957
CAROL R HUNTER
CHIEF FINANCIAL OFFICER1.9838.02Yes (X)$0$329,025$39,808
ANDREW CAMERON
GENERAL COUNSEL2.3337.67Yes (X)$0$225,189$58,591
ANDREW R UEHLING
CHIEF HUMAN RESOURCES OFFI0.1939.81Yes (X)$0$223,620$34,848
STEVEN LESLIE YEFFA
TREASURER (AS OF 10/25)1.002.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,390,458TotReportableCompRltdOrgAmt
Total Other Compensation$226,654TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
OTIS ELEVATOR COMPANY
DEPT LA 21684PASADENACA91185ELEVATOR MODERNIZATION SERVICES$854,823
UNITED FACILITIES GROUP INC
2415 DE LA CRUZ BLVDSANTA CLARACA95050BUILDING MAINTENANCE AND FACILITIES SERV$164,836
UNITED CALIFORNIA ACCESS & SECURITY
745 CESAR CHAVEZSAN FRANCISCOCA94124GLASS AND DOOR SERVICES$145,213
SECURITAS SECURITY SERVICES
455 MARKET STREETSAN FRANCISCOCA94105SECURITY SERVICES$142,475
MCGINNIS CHEN ASSOCIATES INC
1019 MISSION STREETSAN FRANCISCOCA94103REMEDIAL ARCHITECTURAL SERVICES$106,749
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Related Organizations$344,870RelatedOrganizationsAmt
All Other Contributions$7,767AllOtherContributionsAmt
Total Contributions$352,637TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescRENTAL OF FACILITIESDesc
Business532000BusinessCd
Total Revenue Column$2,697,114TotalRevenueColumnAmt
Related Or Exempt Func Income$112,304RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$731,822UnrelatedBusinessRevenueAmt
Exclusion$1,852,988ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,697,114TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$62,381TotalRevenueColumnAmt
Unrelated Business Revenue$7,570UnrelatedBusinessRevenueAmt
Exclusion$54,811ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,305,425SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,041,098SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$264,327SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$264,327TotalRevenueColumnAmt
Exclusion$264,327ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,376,459TotalRevenueColumnAmt
Related Or Exempt Func Income$112,304RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$739,392UnrelatedBusinessRevenueAmt
Exclusion$2,172,126ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$139,134TotalAmt
Program Services$19,179ProgramServicesAmt
Management And General$119,955ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$440,407TotalAmt
Program Services$342,324ProgramServicesAmt
Management And General$98,083ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$25,347TotalAmt
Program Services$20,767ProgramServicesAmt
Management And General$4,580ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$113,059TotalAmt
Program Services$77,050ProgramServicesAmt
Management And General$36,009ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$38,176TotalAmt
Program Services$24,424ProgramServicesAmt
Management And General$13,752ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$35,492TotalAmt
Management And General$35,492ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$34,659TotalAmt
Management And General$34,659ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$107,295TotalAmt
Program Services$94,267ProgramServicesAmt
Management And General$13,028ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$599,008TotalAmt
Program Services$580,468ProgramServicesAmt
Management And General$18,540ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,810TotalAmt
Program Services$1,798ProgramServicesAmt
Management And General$1,012ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$544,580TotalAmt
Program Services$543,326ProgramServicesAmt
Management And General$1,254ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$27,059TotalAmt
Program Services$11,563ProgramServicesAmt
Management And General$15,496ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$40,820TotalAmt
Management And General$40,820ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$488,851TotalAmt
Program Services$486,527ProgramServicesAmt
Management And General$2,324ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$567,871TotalAmt
Program Services$567,871ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS EXPENSESDesc
Total$28,731TotalAmt
Program Services$4,994ProgramServicesAmt
Management And General$23,737ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,233,299TotalAmt
Program Services$2,774,558ProgramServicesAmt
Management And General$458,741ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$520,439BOYAmt
EOY$423,958EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$117,379BOYAmt
EOY$94,315EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$122,503BOYAmt
EOY$268,754EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$284,590BOYAmt
EOY$291,383EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$27,943,037LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$19,553,960LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$6,840,546BOYAmt
EOY$8,389,077EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,325,486BOYAmt
EOY$2,457,918EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,086,357BOYAmt
EOY$898,881EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$311,537BOYAmt
EOY$290,265EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$12,608,837BOYAmt
EOY$13,114,551EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$215,834BOYAmt
EOY$484,380EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$999,411BOYAmt
EOY$910,504EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,215,245BOYAmt
EOY$1,394,884EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,393,592BOYAmt
EOY$11,719,667EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,393,592BOYAmt
EOY$11,719,667EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,608,837BOYAmt
EOY$13,114,551EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$143,160ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$182,915NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type2Yes (X)SupportingOrgType2Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CA MASONIC FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN237013074EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd
FieldValueIRS element (for citing)
Majority Dir Trst Supported OrgYes (1)MajorityDirTrstSupportedOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$734,304OtherCostOrOtherBasisAmt
Book Value$734,304BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$20,477,427OtherCostOrOtherBasisAmt
Depreciation$16,392,613DepreciationAmt
Book Value$4,084,814BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,690,392OtherCostOrOtherBasisAmt
Depreciation$1,321,121DepreciationAmt
Book Value$369,271BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,040,914OtherCostOrOtherBasisAmt
Depreciation$1,840,226DepreciationAmt
Book Value$3,200,688BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$8,389,077TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ALTERNATIVE INVESTMENTS$406,865F
PRIVATE MARKETS$492,016F
FieldValueIRS element (for citing)
Total Book Value Securities$898,881TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO RELATED ENTITIES$909,374
ADVANCED DEPOSITS$1,130
FieldValueIRS element (for citing)
Total Liability$910,504TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN UNDER FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") 740, INCOME TAXES, AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ALLAN L CASALOU
GRAND SECRETARY$0$381,040$0$0$0$0$0$21,199$0$27,758$0$429,997$0$0
CAROL R HUNTER
CHIEF FINANCIAL OFFICER$0$329,025$0$0$0$0$0$26,991$0$12,817$0$368,833$0$0
ANDREW CAMERON
GENERAL COUNSEL$0$225,189$0$0$0$0$0$17,130$0$41,461$0$283,780$0$0
CHRISTOPHER L SMITH
DIRECTOR & CTO (THRU 10/25)$0$231,584$0$0$0$0$0$16,692$0$27,758$0$276,034$0$0
ANDREW R UEHLING
CHIEF HUMAN RESOURCES OFFI$0$223,620$0$0$0$0$0$17,257$0$17,591$0$258,468$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION HAS ONE MEMBER, CALIFORNIA MASONIC FOUNDATION, A SECTION 501(C)(3) CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. THE EARNINGS (LESS EXPENSES & APPROPRIATE RESERVES), IF ANY, OF THE CALIFORNIA MASONIC MEMORIAL TEMPLE ARE TRANSFERRED TO THE CALIFORNIA MASONIC FOUNDATION.
FORM 990, PART VI, SECTION B, LINE 11BTHE ACCOUNTING/TREASURY MANAGER PREPARES THE SUPPORTING SCHEDULES AND DATA FOR FORM 990. ONCE COMPLETED, THE CONTROLLER REVIEWS THE MATERIALS AND SUBMITS THEM TO THE TAX CONSULTANT FOR PREPARATION OF FORM 990. THE TAX CONSULTANT THEN PROVIDES THE COMPLETED DRAFT TO BOTH THE CONTROLLER AND THE CHIEF FINANCIAL OFFICER (CFO) FOR REVIEW AND APPROVAL. AFTER THEIR REVIEW, THE CFO AND TAX CONSULTANT PRESENT THE DRAFT FORM 990 TO THE AUDIT COMMITTEE FOR FURTHER REVIEW AND APPROVAL. THE GENERAL COUNSEL ALSO REVIEWS THE FORM BEFORE IT IS FINALIZED. FOLLOWING APPROVAL BY THE AUDIT COMMITTEE, THE FINALIZED FORM 990 IS POSTED TO AN INTERNAL WEBSITE ACCESSIBLE TO ALL VOTING MEMBERS OF THE BOARD FOR FINAL REVIEW AND APPROVAL. ONCE APPROVED, THE CFO SIGNS THE E-SIGN FORM, AND THE TAX CONSULTANT E-FILES THE RETURNS.
FORM 990, PART VI, SECTION B, LINE 12CAS REQUIRED, ANNUALLY, EACH MEMBER OF THE BOARD EXECUTES AND SIGNS A CONFLICT OF INTEREST DISCLOSURE STATEMENT. IN THIS STATEMENT, BOARD MEMBERS 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 BOARD ACTION. THE INTERESTED PARTY DISCLOSES THE CIRCUMSTANCES TO THE CHAIR OF THE BOARD OF DIRECTORS. IN THE EVENT THE INTERESTED PARTY IN QUESTION IS THE CHAIR OF THE BOARD, THE POTENTIAL CONFLICT IS DISCLOSED TO THE FULL BOARD. THE PLANS FOR MITIGATION OF ANY CONFLICT RELATING TO BOARD MEMBERS ARE PRESENTED BY THE CHAIR OF THE BOARD. FOLLOWING REVIEW, ALL CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE KEPT ON FILE WITH THE GRAND SECRETARY.
FORM 990, PART VI, SECTION B, LINE 15PROCESS FOR DETERMINING COMPENSATION: IN ACCORDANCE WITH IRS INSTRUCTIONS, FORM990, PART VI, LINES 15A AND 15B HAVE BEEN CHECKED "NO" AS THE ORGANIZATION DOES NOT HAVE PAID EMPLOYEES. IN ADDITION, ALL COMPENSATION PAID TO THE CFO AND SECRETARY IS PAID BY A RELATED ORGANIZATION AND IS NOT DETERMINED BY THIS ORGANIZATION.
FORM 990, PART VI, SECTION C, LINE 19THE 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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA
1111 CALIFORNIA STREETSAN FRANCISCOCA94108940487790FRATERNAL ORGANIZATIONCA501(C)(10)N/A0
MASONIC HOMES OF CALIFORNIA
1111 CALIFORNIA STREETSAN FRANCISCOCA94108941156564CONTINUING CARE AND RETIREMENT ACTIVTIYCA501(C)(3)0LINE 7GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA
CALIFORNIA MASONIC FOUNDATION
1111 CALIFORNIA STREETSAN FRANCISCOCA94108237013074A CHARITABLE FOUNDATION SUPPORTING EDUCATIONAL AND COMMUNITY-BASED PROGRAMSCA501(C)(3)0LINE 7GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA
ACACIA CREEK A MASONIC SENIOR LIVING COMMUNITY AT UNION CITY
34400 MISSION BLVDUNION CITYCA94587204688615CONTINUING CARE AND RETIREMENT ACTIVTIYCA501(C)(3)0LINE 10MASONIC HOMES OF CALIFORNIA

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1NOB HILL MASONIC CENTER INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11111 CALIFORNIA STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94108ZIPCd
FieldValueIRS element (for citing)
EIN611511651EIN
Primary ActivitiesOPERATION OF MASONIC TEMPLE PARKING FACILTYPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Entity TypeCEntityTypeTxt
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA
E$665,115BOOK / ACTUAL VALUE
GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA
J$112,305BOOK / ACTUAL VALUE
NOB HILL MASONIC CENTER INC
J$731,822BOOK / ACTUAL VALUE
GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA
O$772,596BOOK / ACTUAL VALUE
GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA
P$50,537BOOK / ACTUAL VALUE

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