Civic Intelligence

California Masonic Foundation

990 • Fiscal year 2022 • EIN 23-7013074

Nov 01, 2021 to Oct 31, 2022 • Filed on Jul 19, 2023

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

18th percentile

0.02x

Higher debt load relative to assets than 18% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

41st percentile

0.20x

Higher debt load relative to revenue than 41% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Net Margin

88th percentile

46%

Higher net margin than 88% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

73rd percentile

$371,668

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

8th percentile

-16%

Faster asset growth than 8% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

55th percentile

6.9%

Faster revenue growth than 55% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Assets

Down

$40,519,240

Down $7,983,937 (-16%) from 2021

Net Assets

Down

$39,513,546

Down $7,695,720 (-16%) from 2021

Liabilities

Down

$1,005,694

Down $288,217 (-22%) from 2021

Revenue

Up

$5,019,859

Up $322,931 (+6.9%) from 2021

Expenses

Down

$2,732,327

Down $810,590 (-23%) from 2021

Net Income

Up

$2,287,532

Up $1,133,521 (+98%) from 2021

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

2022

Assets$40,519,240
Liabilities$1,005,694
Net Assets$39,513,546

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

2022

Revenue$5,019,859
Expenses$2,732,327
Net Income$2,287,532
Jump To
Filing Snapshot
Filing Period
Nov 1, 2021 to Oct 31, 2022
Signed
Jul 19, 2023
Return Version
2021v4.2
Gross Receipts
$22,948,454
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$41,062,419$34,725,135▼ $6,337,284
Investments Other Securities$5,176,028$4,307,222▼ $868,806
Pledges and Grants Receivable$1,742,514$937,264▼ $805,250
Cash and Non-Interest-Bearing Accounts$179,581$286,093▲ $106,512
Savings and Temporary Cash Investments$324,160$219,839▼ $104,321
Prepaid Expenses and Deferred Charges$16,862$35,801▲ $18,939
Land, Buildings, and Equipment, Net$1,613$7,886▲ $6,273
Total Assets$48,503,177$40,519,240▼ $7,983,937
Liabilities
Grants Payable$1,075,133$592,173▼ $482,960
Accounts Payable and Accrued Expenses$124,021$268,201▲ $144,180
Other Liabilities$94,757$145,320▲ $50,563
Total Liabilities$1,293,911$1,005,694▼ $288,217
Net Assets / Fund Balance
Net Assets With Donor Restrictions$30,135,264$25,421,201▼ $4,714,063
Net Assets Without Donor Restrictions$17,074,002$14,092,345▼ $2,981,657
Total Net Assets Fund Balance$47,209,266$39,513,546▼ $7,695,720
Total Liabilities and Net Assets / Fund Balance$48,503,177$40,519,240▼ $7,983,937

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$28,932$28,932
Equipment$7,886$14,484$22,370
Other Securities$4,307,222--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$22,637,592$830▼ $2,868,226$442,764$18,816,530
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Douglas D Ismail President& Chief Philanthropy OfficerPT$194,155$20,612$214,767
Gregory CherryDirector of Masonic PhilanthropyPT$85,327$57,874$143,201
Candler GibsonDirector of Masonic PhilanthropyPT$109,471$30,607$140,078

Board Members and Trustees

NameTitle
Michael D ThibodeauxChairman of the Board
Mark J McneeVice Chairman of the Board
Carol R HunterVice President/CFO (as of 06/22)
Thomas J BoyerVice President/CFO (thru 06/22)
Alexander J TeodoroTrustee
Arthur L Salazar JrTrustee
Dennis R MahoneyTrustee
Mark E PresseyTrustee
Paul B BazerkanianTrustee
Ralph C SheltonTrustee
Reuben B ZariTrustee
Thomas T AlbersTrustee
Walter J CampbellTrustee
Andrew D CameronGeneral Counsel
Allan L CasalouSecretary
Charles P CrossTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,162,526
Program Service Revenue
$0
Investment Income
$3,848,971
Other Revenue
$8,362
All Other Contributions
$1,162,526
Change in Net Assets
$2,287,532
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,441,663
Salaries, Compensation, and Employee Benefits$645,554
Other Expenses$645,110
Total Fundraising Expense$363,085
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,112,386--$1,112,386
Current Officers, Directors, Trustees, and Key Employees-$83,605$292,448$376,053
Grants to Domestic Individuals$329,277--$329,277
Fees for Service Investment Mgmnt Fees-$283,465-$283,465
Other Salaries and Wages$83,577$88,041-$171,618
Fees for Services Other$85,959$21,014$17,137$124,110
Travel$50,944$7,455$6,079$64,478
Other Employee Benefits$20,987$20,042$11,134$52,163
Office Expenses$42,359$227$4,189$46,775
Payroll Taxes$13,000$11,807$9,629$34,436
Fees for Services Accounting-$27,886-$27,886
Advertising$1,313$13,617$11,105$26,035
All Other Expenses$9,652$8,705$3,092$21,449
Information Technology$10,066$3,081$2,512$15,659
Pension Plan Contributions$5,581$5,703-$11,284
Fees for Services Legal$9,709--$9,709
Occupancy$270$4,486$3,659$8,415
Depreciation Depletion$2,744$2,576$2,101$7,421
Conferences and Meetings$6,260--$6,260
Insurance$3,448--$3,448
Total Functional Expenses$1,787,532$581,710$363,085$2,732,327
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Masonic Homes of CaliforniaSan Francisco, CA501(c)(3)Distressed Worthy Brother Relief Fund$330,283
California Masonic Memorial TempleSan Francisco, CA501(c)(3)General Support$155,708
Raising a ReaderRedwood City, CA501(c)(3)TO IMPROVE CHILD LITERACY, STRENGTHEN FAMILIES, AND INSPIRE A NEW GENERATION OF CALIFORNIA'S CHILDREN TO READ, LEARN AND SUCCEED.$149,900
Grand Lodge of CaliforniaSan Francisco, CA501(c)(10)Enrichment of Education and Leadership Skills Among Master Masons$134,344
Giant Community FundSan Francisco, CA501(c)(3)General Support$82,660
Masonic Homes of CaliforniaSan Francisco, CA501(c)(3)Lets Write the Future - Advance Care$57,752
San Diego Padres FoundationSan Diego, CA501(c)(3)General Support$50,780
Los Angleles Dodger FoundationLos Angeles, CA501(c)(3)General Support$40,000
Angels Rbi LeagueAnaheim, CA501(c)(3)General Support$28,960
Grand Lodge of CaliforniaSan Francisco, CA501(c)(10)172th Annual Communication Grant for Gala$25,000
Masonic Foundation for Children IncWest Chester, PA501(c)(3)Conference Contribution$10,000
Spark Sf Public SchoolsSan Francisco, CA501(c)(3)General Support$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$129,097
Due to Other Masonic Entities$16,223
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
Yes
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. The cfo and tax consultant present 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 15A

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 grand lodge executive committee headed by the grand master. 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 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
Carol R Hunter
Title
VP and CFO
Phone
4157767000
Signed
2023-07-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Douglas D Ismail
Formed
1969
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
5
Volunteers
11

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/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/PersonNm0ALLAN L CASALOU
IRS990/Form990PartVIISectionAGrp/PersonNm1THOMAS J BOYER
IRS990/Form990PartVIISectionAGrp/PersonNm2ANDREW D CAMERON
IRS990/Form990PartVIISectionAGrp/PersonNm3DOUGLAS D ISMAIL PRESIDENT
IRS990/Form990PartVIISectionAGrp/PersonNm4CANDLER GIBSON
IRS990/Form990PartVIISectionAGrp/PersonNm5GREGORY CHERRY
IRS990/Form990PartVIISectionAGrp/PersonNm6CAROL R HUNTER
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL D THIBODEAUX
IRS990/Form990PartVIISectionAGrp/PersonNm8MARK J MCNEE
IRS990/Form990PartVIISectionAGrp/PersonNm9CHARLES P CROSS
IRS990/Form990PartVIISectionAGrp/PersonNm10THOMAS T ALBERS
IRS990/Form990PartVIISectionAGrp/PersonNm11PAUL B BAZERKANIAN
IRS990/Form990PartVIISectionAGrp/PersonNm12WALTER J CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm13DENNIS R MAHONEY
IRS990/Form990PartVIISectionAGrp/PersonNm14MARK E PRESSEY
IRS990/Form990PartVIISectionAGrp/PersonNm15ARTHUR L SALAZAR JR
IRS990/Form990PartVIISectionAGrp/PersonNm16RALPH C SHELTON
IRS990/Form990PartVIISectionAGrp/PersonNm17ALEXANDER J TEODORO
IRS990/Form990PartVIISectionAGrp/PersonNm18REUBEN B ZARI
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3194155
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4109471
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt585327
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/ReportableCompFromOrgAmt180
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1295366
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2256096
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt374461
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt457872
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt541568
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/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT/CFO (THRU 06/22)
IRS990/Form990PartVIISectionAGrp/TitleTxt2GENERAL COUNSEL
IRS990/Form990PartVIISectionAGrp/TitleTxt3& CHIEF PHILANTHROPY OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR OF MASONIC PHILANTHROPY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR OF MASONIC PHILANTHROPY
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT/CFO (AS OF 06/22)
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
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IRS990/GamingActivitiesInd00
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IRS990/IndoorTanningServicesInd00
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IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03081
IRS990/InformationTechnologyGrp/ProgramServicesAmt010066
IRS990/InformationTechnologyGrp/TotalAmt015659
IRS990/InsuranceGrp/ProgramServicesAmt03448
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05176028
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt04307222
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt034725135
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IRS990/LandBldgEquipCostOrOtherBssAmt051302
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt017928595
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/NetAssetsOrFundBalancesBOYAmt047209266
IRS990/NetAssetsOrFundBalancesEOYAmt039513546
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03237067
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03237067
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-9983252
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt017074002
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt014092345
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt03659
IRS990/OccupancyGrp/ManagementAndGeneralAmt04486
IRS990/OccupancyGrp/ProgramServicesAmt0270
IRS990/OccupancyGrp/TotalAmt08415
IRS990/OfficeExpensesGrp/FundraisingAmt04189
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0227
IRS990/OfficeExpensesGrp/ProgramServicesAmt042359
IRS990/OfficeExpensesGrp/TotalAmt046775
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt011134
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt020042
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt020987
IRS990/OtherEmployeeBenefitsGrp/TotalAmt052163
IRS990/OtherLiabilitiesGrp/BOYAmt094757
IRS990/OtherLiabilitiesGrp/EOYAmt0145320
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISC. INCOME
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IRS990/OtherRevenueTotalAmt08362
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt088041
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt083577
IRS990/OtherSalariesAndWagesGrp/TotalAmt0171618
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09629
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011807
IRS990/PayrollTaxesGrp/ProgramServicesAmt013000
IRS990/PayrollTaxesGrp/TotalAmt034436
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05703
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05581
IRS990/PensionPlanContributionsGrp/TotalAmt011284
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01742514
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0937264
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016862
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt035801
IRS990/PrincipalOfficerNm0DOUGLAS D ISMAIL
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/ExpenseAmt0149900
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0149900
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/ExpenseAmt0413935
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0310250
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/ExpenseAmt0893414
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0651230
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01428646
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02383828
IRS990/PYInvestmentIncomeAmt03260014
IRS990/PYOtherExpensesAmt0561043
IRS990/PYOtherRevenueAmt08268
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01154011
IRS990/PYSalariesCompEmpBnftPaidAmt0598046
IRS990/PYTotalExpensesAmt03542917
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04696928
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02287532
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0324160
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0219839
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SYMPOSIUM REVENUE - 2017 AMOUNT: $ 8,370. TEMPORARY PROJECT 1-HISTORY COURSES - 2017 AMOUNT: $ 1,594. MISC REVENUE - 2018 AMOUNT: $ 7,897. 2019 AMOUNT: $ 7,344. 2020 AMOUNT: $ 8,268. 2021 AMOUNT: $ 8,362.

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