Civic Intelligence

California Masonic Foundation

990 • Fiscal year 2021 • EIN 23-7013074

Nov 01, 2020 to Oct 31, 2021 • Filed on Jul 25, 2022

1111 California StreetSan Francisco, CA 94108

(415) 776-7000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

20th percentile

0.03x

Higher debt load relative to assets than 20% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

51st percentile

0.28x

Higher debt load relative to revenue than 51% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

70th percentile

25%

Higher net margin than 70% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$357,013

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

70th percentile

19%

Faster asset growth than 70% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

90th percentile

117%

Faster revenue growth than 90% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Assets

Up

$48,503,177

Up $7,783,606 (+19%) from 2020

Net Assets

Up

$47,209,266

Up $8,122,265 (+21%) from 2020

Liabilities

Down

$1,293,911

Down $338,659 (-21%) from 2020

Revenue

Up

$4,696,928

Up $2,537,126 (+117%) from 2020

Expenses

Up

$3,542,917

Up $1,053,720 (+42%) from 2020

Net Income

Up

$1,154,011

Up $1,483,406 (+450%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2010: $21,355,792Liabilities 2010: $122,768Net Assets 2010: $21,233,0242010Assets 2011: $21,679,517Liabilities 2011: $210,680Net Assets 2011: $21,468,8372011Assets 2012: $24,125,816Liabilities 2012: $130,566Net Assets 2012: $23,995,2502012Assets 2013: $28,198,439Liabilities 2013: $124,856Net Assets 2013: $28,073,5832013Assets 2014: $29,590,081Liabilities 2014: $150,705Net Assets 2014: $29,439,3762014Assets 2015: $28,998,976Liabilities 2015: $100,127Net Assets 2015: $28,898,8492015Assets 2016: $30,710,628Liabilities 2016: $345,738Net Assets 2016: $30,364,8902016Assets 2017: $35,384,856Liabilities 2017: $260,435Net Assets 2017: $35,124,4212017Assets 2018: $37,212,721Liabilities 2018: $2,290,207Net Assets 2018: $34,922,5142018Assets 2019: $39,770,370Liabilities 2019: $2,088,787Net Assets 2019: $37,681,5832019Assets 2020: $40,719,571Liabilities 2020: $1,632,570Net Assets 2020: $39,087,0012020Assets 2021: $48,503,177Liabilities 2021: $1,293,911Net Assets 2021: $47,209,2662021Assets 2022: $40,519,240Liabilities 2022: $1,005,694Net Assets 2022: $39,513,5462022Assets 2023: $40,260,183Liabilities 2023: $783,940Net Assets 2023: $39,476,2432023Assets 2024: $46,019,821Liabilities 2024: $892,985Net Assets 2024: $45,126,8362024

Highlighted filing

2021

Assets$48,503,177
Liabilities$1,293,911
Net Assets$47,209,266

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $2,035,7492010Expenses 2011: $1,458,9772011Expenses 2012: $1,812,9062012Expenses 2013: $1,698,5532013Revenue 2014: $3,632,194Expenses 2014: $2,366,974Net Income 2014: $1,265,2202014Revenue 2015: $2,804,708Expenses 2015: $1,865,490Net Income 2015: $939,2182015Revenue 2016: $3,422,321Expenses 2016: $2,167,086Net Income 2016: $1,255,2352016Revenue 2017: $5,682,778Expenses 2017: $2,024,533Net Income 2017: $3,658,2452017Revenue 2018: $6,154,926Expenses 2018: $4,228,721Net Income 2018: $1,926,2052018Revenue 2019: $3,421,474Expenses 2019: $2,752,758Net Income 2019: $668,7162019Revenue 2020: $2,159,802Expenses 2020: $2,489,197Net Income 2020: -$329,3952020Revenue 2021: $4,696,928Expenses 2021: $3,542,917Net Income 2021: $1,154,0112021Revenue 2022: $5,019,859Expenses 2022: $2,732,327Net Income 2022: $2,287,5322022Revenue 2023: $1,619,049Expenses 2023: $3,546,390Net Income 2023: -$1,927,3412023Revenue 2024: $3,998,936Expenses 2024: $3,329,176Net Income 2024: $669,7602024

Highlighted filing

2021

Revenue$4,696,928
Expenses$3,542,917
Net Income$1,154,011
Jump To
Filing Snapshot
Filing Period
Nov 1, 2020 to Oct 31, 2021
Signed
Jul 25, 2022
Return Version
2020v4.2
Gross Receipts
$21,591,920
Mission and Program Overview

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.

Application of masonic principles in support of education, leadership, and communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$32,643,276$41,062,419▲ $8,419,143
Investments Other Securities$5,247,088$5,176,028▼ $71,060
Pledges and Grants Receivable$2,316,070$1,742,514▼ $573,556
Savings and Temporary Cash Investments$336,686$324,160▼ $12,526
Cash and Non-Interest-Bearing Accounts$161,249$179,581▲ $18,332
Prepaid Expenses and Deferred Charges$14,852$16,862▲ $2,010
Land, Buildings, and Equipment, Net$350$1,613▲ $1,263
Total Assets$40,719,571$48,503,177▲ $7,783,606
Liabilities
Grants Payable$1,372,938$1,075,133▼ $297,805
Accounts Payable and Accrued Expenses$142,391$124,021▼ $18,370
Other Liabilities$117,241$94,757▼ $22,484
Total Liabilities$1,632,570$1,293,911▼ $338,659
Net Assets / Fund Balance
Net Assets With Donor Restrictions$25,308,014$30,135,264▲ $4,827,250
Net Assets Without Donor Restrictions$13,778,987$17,074,002▲ $3,295,015
Total Net Assets Fund Balance$39,087,001$47,209,266▲ $8,122,265
Total Liabilities and Net Assets / Fund Balance$40,719,571$48,503,177▲ $7,783,606

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$28,932$28,932
Equipment$1,613$11,987$13,600
Other Securities$5,176,028--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$18,766,888$450▲ $4,806,020$549,431$22,637,592
2019$18,755,215$300▲ $184,004$-194,714$18,766,888
2018$17,956,196$900▲ $224,419$-932,054$18,755,215
2017$18,831,922$3,000▲ $55,544$446,741$17,956,196
2016$17,114,326$3,000▲ $2,580,808$541,555$18,831,922
Compensation and Service Providers

Board Members and Trustees

NameTitle
John R HeisnerChairman of the Board
Douglas D IsmailPresident & Chief Philanthropy
Michael D ThibodeauxVice Chairman of the Board
Thomas J BoyerVice President/CFO
Alan K PakTrustee
Alexander J TeodoroTrustee
Dennis R MahoneyTrustee
G Sean MetrokaTrustee
Mark E PresseyTrustee
Mark J McneeTrustee
Paul B BazerkanianTrustee
Ralph C SheltonTrustee
Reuben B ZariTrustee
Thomas T AlbersTrustee
Walter J CampbellTrustee
Andrew D CameronGeneral Counsel
Allan L CasalouSecretary
Arthur L Salazar JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,428,646
Program Service Revenue
$0
Investment Income
$3,260,014
Other Revenue
$8,268
All Other Contributions
$1,428,646
Change in Net Assets
$1,154,011
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,383,828
Salaries, Compensation, and Employee Benefits$598,046
Other Expenses$561,043
Total Fundraising Expense$265,174
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,988,857--$1,988,857
Grants to Domestic Individuals$394,971--$394,971
Other Salaries and Wages$194,969$34,720$116,634$346,323
Fees for Service Investment Mgmnt Fees-$271,006-$271,006
Current Officers, Directors, Trustees, and Key Employees-$79,535$63,055$142,590
Fees for Services Other$101,587$6,864$11,677$120,128
Other Employee Benefits$23,491$7,248$22,070$52,809
Office Expenses$33,184$72$7,151$40,407
Payroll Taxes$15,226$6,750$11,482$33,458
Fees for Services Accounting$26,706--$26,706
Advertising$7,328$6,374$10,842$24,544
Pension Plan Contributions$13,701$1,567$7,598$22,866
Travel$17,859$1,599$2,719$22,177
All Other Expenses$7,848$5,887$2,985$16,720
Information Technology$9,032$1,755$2,985$13,772
Conferences and Meetings$9,000--$9,000
Occupancy$2,337$2,032$3,457$7,826
Depreciation Depletion$2,254$1,481$2,519$6,254
Fees for Services Legal$2,503--$2,503
Total Functional Expenses$2,850,853$426,890$265,174$3,542,917
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Masonic Homes of CaliforniaSan Francisco, CA501 (c)(3)Distressed Worthy Brother Relief Fund$935,022
Raising a ReaderRedwood City, CA501 (c)(3)To Improve Child Literacy, Strengthen Families, and Inspire a New Generation of Californias Children to Read, Learn and Succeed.$512,000
Masonic Homes of CaliforniaSan Francisco, CA501 (c)(3)Lets Write the Future - Advance Care$240,900
Grand Lodge of CaliforniaSan Francisco, CA501 (c)(10)Enrichment of Education and Leadership Skills Among Master Masons$131,709
California Masonic Memorial TempleSan Francisco, CA501 (c)(3)General Support$103,927
Grand Lodge of CaliforniaSan Francisco, CA501 (c)(10)172th Annual Communication Grant for Gala$20,000
Masonic Foundation for Children IncWest Chester, PA501 (c)(3)Conference Contribution$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Grand Lodge$94,757
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The treasury manager prepares 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.

Filing and Contact Details

Filer

Filer Name
California Masonic Foundation
EIN
23-7013074
Phone
4157767000
Address
1111 CALIFORNIA STREET, SAN FRANCISCO, CA 94108

Signing Officer

Name
Thomas Boyer
Title
CFO
Phone
4157767000
Signed
2022-07-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Arthur H Weiss
Formed
1969
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Firm
Moss Adams Llp
Address
3121 WEST MARCH LANE SUITE 100, STOCKTON, CA 95219
Preparer
Tracy Paglia
Phone
2099556100
Supplemental Narrative

Financial Statement Notes

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:

The foundation 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm10MARK J MCNEE
IRS990/Form990PartVIISectionAGrp/PersonNm11G SEAN METROKA
IRS990/Form990PartVIISectionAGrp/PersonNm12ALAN K PAK
IRS990/Form990PartVIISectionAGrp/PersonNm13MARK E PRESSEY
IRS990/Form990PartVIISectionAGrp/PersonNm14RALPH C SHELTON
IRS990/Form990PartVIISectionAGrp/PersonNm15ALEXANDER J TEODORO
IRS990/Form990PartVIISectionAGrp/PersonNm16REUBEN B ZARI
IRS990/Form990PartVIISectionAGrp/PersonNm17ARTHUR L SALAZAR JR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0314598
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1283401
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2245856
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3220591
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2GENERAL COUNSEL
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT & CHIEF PHILANTHROPY
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01969
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt02559710
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt0935022
IRS990/GrantsPayableGrp/BOYAmt01372938
IRS990/GrantsPayableGrp/EOYAmt01075133
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0394971
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0394971
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01988857
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01988857
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt019454702
IRS990/GrossReceiptsAmt021591920
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02985
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01755
IRS990/InformationTechnologyGrp/ProgramServicesAmt09032
IRS990/InformationTechnologyGrp/TotalAmt013772
IRS990/InvestmentIncomeGrp/ExclusionAmt0700304
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0700304
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05247088
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05176028
IRS990/InvestmentsPubTradedSecGrp/BOYAmt032643276
IRS990/InvestmentsPubTradedSecGrp/EOYAmt041062419
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt040919
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0350
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01613
IRS990/LandBldgEquipCostOrOtherBssAmt042532
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt016894992
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt039087001
IRS990/NetAssetsOrFundBalancesEOYAmt047209266
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02559710
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02559710
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt06968254
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt013778987
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt017074002
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt03457
IRS990/OccupancyGrp/ManagementAndGeneralAmt02032
IRS990/OccupancyGrp/ProgramServicesAmt02337
IRS990/OccupancyGrp/TotalAmt07826
IRS990/OfficeExpensesGrp/FundraisingAmt07151
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt072
IRS990/OfficeExpensesGrp/ProgramServicesAmt033184
IRS990/OfficeExpensesGrp/TotalAmt040407
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt022070
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07248
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt023491
IRS990/OtherEmployeeBenefitsGrp/TotalAmt052809
IRS990/OtherLiabilitiesGrp/BOYAmt0117241
IRS990/OtherLiabilitiesGrp/EOYAmt094757
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISC. INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt08268
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08268
IRS990/OtherRevenueTotalAmt08268
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0116634
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt034720
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0194969
IRS990/OtherSalariesAndWagesGrp/TotalAmt0346323
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt011482
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06750
IRS990/PayrollTaxesGrp/ProgramServicesAmt015226
IRS990/PayrollTaxesGrp/TotalAmt033458
IRS990/PensionPlanContributionsGrp/FundraisingAmt07598
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01567
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt013701
IRS990/PensionPlanContributionsGrp/TotalAmt022866
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02316070
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01742514
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014852
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016862
IRS990/PrincipalOfficerNm0ARTHUR H WEISS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0MASONIC PUBLIC EDUCATION PROGRAM - RAISING A READER -THE CALIFORNIA MASONIC FOUNDATION HAS PARTNERED WITH ONE OF THE NATION'S LARGEST AND MOST SUCCESSFUL LITERACY ORGANIZATIONS, RAISING A READER, TO BRING ITS AWARD-WINNING LITERACY PROGRAM TO PUBLIC SCHOOLS FOR THE FIRST TIME IN THE U.S. BY PROVIDING CALIFORNIA FAMILIES WITH THE TOOLS THEY NEED, THE MASONS OF CALIFORNIA PUBLIC EDUCATION PROGRAM AND RAISING A READER ARE STRENGTHENING FAMILIES AND INSPIRING A NEW GENERATION OF CHILDREN TO READ, LEARN, AND SUCCEED - ONE BOOK AT A TIME. THANKS TO THE GENEROUS SUPPORT OF MASONS THROUGHOUT CALIFORNIA. THE PARTNERSHIP BETWEEN THE TWO ORGANIZATIONS, AND THE GIFT THAT CAME ALONG WITH IT, HAS ALLOWED FOR THE EXPANSION OF THE RAISING A READER PROGRAM INTO PUBLIC ELEMENTARY SCHOOL CLASSROOMS FOR THE FIRST TIME IN ITS HISTORY. THE MASONIC PUBLIC EDUCATION PROGRAM HELPED TO SIGNIFICANTLY IMPROVE CHILD LITERACY, STRENGTHEN FAMILIES, AND INSPIRE A NEW GENERATION OF CALIFORNIA'S CHILDREN TO READ, LEARN AND SUCCEED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0512000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0512000
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0ANNUAL COLLEGE SCHOLARSHIP HELPS MAKE THE DREAM OF COLLEGE A REALITY FOR HUNDREDS OF TOMORROW'S LEADERS. SINCE 1970 MORE THAN 2,500 STUDENTS HAVE BEEN ASSISTED WITH SCHOLARSHIP AWARDS RANGING FROM $10,000 TO $20,000 PER STUDENT OVER FOUR YEARS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0434287
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0394335
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAM SERVICES INCLUDE: 1. MANAGEMENT OF SCHOLARSHIPS FOR OTHER ORGANIZATIONS AND CHARITIES, INCLUDING FUND MANAGEMENT, APPLICATION PROCESSING AND CHECK DISTRIBUTION2. OVERSIGHT AND ENCOURAGEMENT TO MORE THAN 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 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 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.8. MASONS FOR MITTS - THROUGH MASONS4MITTS, THE CALIFORNIA MASONIC FOUNDATION PARTNERS WITH POPULAR BASEBALL TEAMS TO HELP UNDERSERVED YOUTH. EACH BASEBALL SEASON, TEAMS OF LODGES FACE OFF IN FRIENDLY COMPETITION TO PURCHASE BASEBALL MITTS FOR CHILDREN IN NEED. EACH MITT IS EMBOSSED WITH THE MASONS OF CALIFORNIA LOGO. OVER THE PAST 10 YEARS, THE MASONS OF CALIFORNIA HAVE PROVIDED MORE THAN $1,000,000 IN GIFTS TO SUPPORT UNDER-RESOURCED YOUTH. 9. MASONIC PUBLIC EDUCATION PROGRAM - THIS PROGRAM ADDRESSES THE HISTORIC ROLE MASONS HAVE PLAYED IN SUPPORTING PUBLIC EDUCATION, INCLUDING PRIMARY PROGRAM FOR PRIORITIES OF THE FOUNDATION.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0969544
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0542471
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01961653
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01464344
IRS990/PYInvestmentIncomeAmt0190805
IRS990/PYOtherExpensesAmt0447070
IRS990/PYOtherRevenueAmt07344
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-329395
IRS990/PYSalariesCompEmpBnftPaidAmt0577783
IRS990/PYTotalExpensesAmt02489197
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02159802
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01154011
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0336686
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0324160
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SYMPOSIUM REVENUE - 2016 AMOUNT: $ 12,795. 2017 AMOUNT: $ 8,370. TEMPORARY PROJECT 1-HISTORY COURSES - 2016 AMOUNT: $ 12,181. 2017 AMOUNT: $ 1,594. MISC REVENUE - 2018 AMOUNT: $ 7,897. 2019 AMOUNT: $ 7,344. 2020 AMOUNT: $ 8,268.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01428646
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01961653
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01906591
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03921930
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01796130
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011014950
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0700304
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0376142

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$46.0$0.89$45.1$4.00$3.33$0.67
2023Detailed filing. Detailed filing data is available for this year.$40.3$0.78$39.5$1.62$3.55$1.93
2022Detailed filing. Detailed filing data is available for this year.$40.5$1.01$39.5$5.02$2.73$2.29
2021Detailed filing. Detailed filing data is available for this year.$48.5$1.29$47.2$4.70$3.54$1.15
2020Detailed filing. Detailed filing data is available for this year.$40.7$1.63$39.1$2.16$2.49$0.33
2019Detailed filing. Detailed filing data is available for this year.$39.8$2.09$37.7$3.42$2.75$0.67
2018Detailed filing. Detailed filing data is available for this year.$37.2$2.29$34.9$6.15$4.23$1.93
2017Detailed filing. Detailed filing data is available for this year.$35.4$0.26$35.1$5.68$2.02$3.66
2016Detailed filing. Detailed filing data is available for this year.$30.7$0.35$30.4$3.42$2.17$1.26
2015Detailed filing. Detailed filing data is available for this year.$29.0$0.10$28.9$2.80$1.87$0.94
2014Detailed filing. Detailed filing data is available for this year.$29.6$0.15$29.4$3.63$2.37$1.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.2$0.12$28.1$1.70
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.1$0.13$24.0$1.81
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.7$0.21$21.5$1.46
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.4$0.12$21.2$2.04