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Nonprofiteer
← MASONIC HOMES OF CALIFORNIA

Form 990 for tax year 2023

Filed by MASONIC HOMES OF CALIFORNIA.

Totals

Total revenue
$116,589,673
Total expenses
$96,063,270
Contributions and grants received
$4,868,088
Grants paid
$6,650,675
Program service revenue
$24,288,936
Investment income
$87,366,686
Other revenue
$65,963
Total assets, end of year
$1,170,735,764
Total liabilities, end of year
$54,323,127
Net assets or fund balances, end of year
$1,116,412,637
Program services expenses (Part IX)
$86,382,950
Management and general expenses
$8,591,891
Fundraising expenses
$1,088,429
Program service expenses (Part III)
$86,382,950

Program services were 89.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $364,821

  • 1e · Government grants (contributions)

    $167,643

  • 1f · All other contributions, gifts and grants

    $4,335,624

  • 2a · Program service revenue: RESIDENCY REVENUE

    total $18,001,806 · related or exempt $18,001,806

  • 2b · Program service revenue: MEDICARE PAYMENTS

    total $6,287,130 · related or exempt $6,287,130

  • 3 · Investment income

    total $12,161,473 · excluded $12,161,473

  • 6a · Gross rents

    real property $65,963

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $65,963

  • 6d · Net rental income or loss

    total $65,963 · excluded $65,963

  • 7a · Gross sales of assets other than inventory

    securities $114,016,447

  • 7b · Less cost or other basis and sales expenses

    securities $38,811,234

  • 7c · Gain or loss

    securities $75,205,213

  • 7d · Net gain or loss

    total $75,205,213 · excluded $75,205,213

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,019,401 · program services $4,019,401

  • 2 · Grants to domestic individuals

    total $2,631,274 · program services $2,631,274

  • 5 · Compensation of officers, directors and key employees

    total $3,366,291 · program services $2,062,534 · management and general $1,007,623 · fundraising $296,134

  • 7 · Other salaries and wages

    total $30,073,372 · program services $26,037,886 · management and general $3,707,497 · fundraising $327,989

  • 8 · Pension plan contributions

    total $1,934,743 · program services $1,657,996 · management and general $250,794 · fundraising $25,953

  • 9 · Other employee benefits

    total $6,584,618 · program services $5,886,623 · management and general $631,829 · fundraising $66,166

  • 10 · Payroll taxes

    total $2,305,496 · program services $1,950,194 · management and general $313,752 · fundraising $41,550

  • 11b · Fees: legal

    total $1,753,261 · program services $1,753,261

  • 11c · Fees: accounting

    total $123,806 · program services $123,806

  • 11f · Fees: investment management

    total $5,109,706 · program services $3,873,471 · management and general $1,236,235

  • 11g · Fees: other

    total $1,351,566 · program services $486,358 · management and general $713,148 · fundraising $152,060

  • 12 · Advertising and promotion

    total $141,317 · management and general $141,317

  • 13 · Office expenses

    total $1,994,319 · program services $1,778,644 · management and general $125,654 · fundraising $90,021

  • 14 · Information technology

    total $321,472 · program services $91,728 · management and general $229,523 · fundraising $221

  • 16 · Occupancy

    total $6,486,215 · program services $6,411,124 · management and general $74,951 · fundraising $140

  • 17 · Travel

    total $465,069 · program services $331,428 · management and general $83,718 · fundraising $49,923

  • 20 · Interest

    total $1,014,507 · program services $1,014,507

  • 22 · Depreciation, depletion and amortization

    total $10,200,529 · program services $10,136,777 · management and general $63,752

  • 23 · Insurance

    total $2,096,755 · program services $2,096,755

  • 24a · Other expenses: RESIDENT CARE SERVICES

    total $13,439,058 · program services $13,439,058

  • 24b · Other expenses: DUES AND LICENSES

    total $332,310 · program services $330,675 · management and general $1,070 · fundraising $565

  • 24c · Other expenses: MISCELLANEOUS EXPENSES

    total $318,185 · program services $269,450 · management and general $11,028 · fundraising $37,707

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,221,602 · end of year $3,817,956

  • 2 · Savings and temporary cash investments

    beginning of year $28,273,976 · end of year $22,376,748

  • 4 · Accounts receivable

    beginning of year $3,340,781 · end of year $4,458,950

  • 7 · Other notes and loans receivable

    beginning of year $10,000,000 · end of year $10,000,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,219,270 · end of year $1,339,744

  • 10a · Land, buildings and equipment: cost or other basis

    $371,144,550

  • 10b · Land, buildings and equipment: accumulated depreciation

    $170,842,765

  • 10c · Land, buildings and equipment, net

    beginning of year $204,864,286 · end of year $200,301,785

  • 11 · Investments: publicly traded securities

    beginning of year $611,409,263 · end of year $158,586,781

  • 12 · Investments: other securities

    beginning of year $193,412,853 · end of year $751,608,074

  • 15 · Other assets

    beginning of year $30,610,781 · end of year $18,245,726

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,792,513 · end of year $4,466,322

  • 19 · Deferred revenue

    beginning of year $16,661,135 · end of year $2,860,208

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $556,572

  • 24 · Unsecured notes and loans payable

    beginning of year $45,768,584 · end of year $43,657,378

  • 25 · Other liabilities

    beginning of year $1,566,573 · end of year $2,782,647

  • 27 · Net assets without donor restrictions

    beginning of year $834,388,958 · end of year $934,661,269

  • 28 · Net assets with donor restrictions

    beginning of year $180,175,049 · end of year $181,751,368

Mission and programs · 2023

Mission

IN KEEPING WITH THE TENETS OF FREEMASONRY, THE MASONIC HOMES OF CALIFORNIA PROMOTES THE QUALITY OF LIFE BY EMPOWERING OUR MEMBERS, THEIR FAMILIES AND OUR COMMUNITIES TO LIVE WELL AND ACHIEVE MEANINGFUL AND REWARDING LIVES. (CONTINUED ON SCH. O)THE MASONIC HOMES OF CALIFORNIA SERVES SENIORS, YOUTH AND FAMILIES FOR THE BETTER BY PROVIDING SOLUTIONS TO THE CHALLENGES FACED BY MASONS, THEIR FAMILIES AND OUR SURROUNDING COMMUNITIES.

Activities or mission (Part I)

THE MASONIC HOMES OF CALIFORNIA PROMOTES THE QUALITY OF LIFE (CONTINUED ON SCH. O)BY EMPOWERING OUR MEMBERS, THEIR FAMILIES AND THE OUTSIDE COMMUNITIES WITH RESIDENTIAL CARE, CARE MANAGEMENT AND SUPPORT AS WELL AS MENTAL HEALTH SERVICES.

  • OPERATION OF HOMES FOR THE ELDERLY (ADULT RESIDENTIAL SERVICE): MASONIC HOMES PROVIDES A CONTINUUM OF SERVICES TO RESIDENTS, INCLUDING AN "AGING IN PLACE" APPROACH TO CARE AND SERVICES WHENEVER POSSIBLE. THIS MEANS WE TRY TO BRING NEEDED SERVICES TO RESIDENTS WHERE THEY RESIDE. RESIDENTS ALSO HAVE THE SECURITY OF KNOWING THAT MULTIPLE LEVELS OF CARE WILL BE AVAILABLE TO THEM ON THE SAME CAMPUS AS THEIR NEEDS CHANGE. THE MASONIC HOMES OF CALIFORNIA OFFER THE FOLLOWING LEVELS OF RESIDENTIAL SERVICE:INDEPENDENT LIVING - RESIDENTS WHO QUALIFY FOR INDEPENDENT LIVING ARE ABLE TO PROVIDE MOST OR ALL OF THEIR OWN CARE, (CONTINUED ON SCH.O)EVEN THOUGH SOME USE WALKERS OR CANES. ASSISTED LIVING - RESIDENTS ARE ABLE TO LIVE INDEPENDENTLY WHILE RECEIVING ASSISTANCE WITH ACTIVITIES OF DAILY LIVING, SUCH AS BATHING, TAKING MEDICATIONS AND DRESSING. SKILLED NURSING LOCATED IN BOTH UNION CITY AND COVINA, THIS LEVEL OF SUPPORT INCLUDES AROUND-THE-CLOCK NURSING, SHORT TERM REHABILITATION, AND CUSTODIAL CARE AVAILABLE TO RESIDENTS. MEMORY CARE - A SPECIALIZED AND SECURE LEVEL OF CARE CALLED TRADITIONS, IS LOCATED ON THE UNION CITY CAMPUS. IT ALLOWS STAFF TO PROVIDE OPTIMAL CARE AND A SAFE ENVIRONMENT FOR THE RESIDENTS.

    Expenses $76,542,432 · Grants $3,967,661 · Revenue $23,084,239

  • MASONIC OUTREACH PROGRAM: MASONIC HOMES OF CALIFORNIA KNOWS THAT MANY OF OUR CONSTITUENTS PREFER TO LIVE THEIR LIVES IN THEIR OWN HOMES OR HOME COMMUNITIES. YET MANY NEED HELP COPING WITH THE CHALLENGES AND ISSUES ASSOCIATED WITH AGING. IN RESPONSE, THE MASONIC HOMES OF CALIFORNIA OFFERS MASONIC OUTREACH SERVICES (MOS) PROGRAM TO BETTER MEET THE NEEDS OF OUR ELDERLY CONSTITUENTS WHO WISH TO REMAIN IN THEIR OWN HOME OR COMMUNITY. MASONIC HOMES' GOAL IS TO PROVIDE OUR FRATERNAL FAMILY MEMBERS ACCESS TO THE SERVICES AND RESOURCES THEY NEED TO STAY HEALTHY AND SAFE IN THEIR OWN HOMES OR IN RETIREMENT FACILITIES IN THEIR HOME COMMUNITIES. MASONIC OUTREACH SERVICES INCLUDE, ONGOING FINANCIAL AND CARE SUPPORT FOR THOSE WITH DEMONSTRATED NEED, INTERIM FINANCIAL AND CARE SUPPORT (CONTINUED ON SCH. O)FOR THOSE ON THE WAIT LIST FOR THE MASONIC HOMES OF CALIFORNIA, AND INFORMATION AND REFERRALS TO COMMUNITY-BASED SENIOR PROVIDERS ACROSS CALIFORNIA. SOME CLIENTS NEED HELP IDENTIFYING APPROPRIATE SERVICE PROVIDERS IN THEIR AREA. OTHERS NEED HELP DEVELOPING A COMPREHENSIVE CARE PLAN THAT ADDRESSES THEIR PHYSICAL, EMOTIONAL AND FINANCIAL NEEDS. MOS TAILORS ITS SERVICES TO THE NEEDS OF THE CLIENT. FOR THOSE CLIENTS WHO NEED FINANCIAL ASSISTANCE, A CARE PLAN AND BUDGET IS DEVELOPED THAT SUPPORTS THEIR PHYSICAL, EMOTIONAL AND SOCIAL WELLBEING. THE AMOUNT OF SUPPORT CLIENTS RECEIVE IS DETERMINED BY THEIR NEEDS. AS NEEDS CHANGE, SO DOES THE AMOUNT OF SUPPORT. MOS ALSO PROVIDES FINANCIAL AND CARE MANAGEMENT SUPPORT TO THOSE WITH IMMEDIATE AND PRESSING NEEDS WHO ARE ON THE WAITING LIST FOR THE MASONIC HOMES OF CALIFORNIA. WE KNOW WAITING CAN BE DIFFICULT WHEN YOUR NEEDS ARE URGENT.

    Expenses $4,981,331 · Grants $2,598,599

  • MASONIC CENTER FOR YOUTH AND FAMILIES (MCYAF) IS A PLACE WHERE YOUNG PEOPLE AND FAMILIES WHO STRUGGLE WITH BEHAVIORAL, LEARNING, AND PSYCHOLOGICAL PROBLEMS CAN IMPROVE FUNCTION AND UNLOCK POTENTIAL. MCYAF ALSO PROVIDES COUNSELING AND SUPPORT TO RESIDENTS IN OUR RESIDENTIAL COMMUNITIES.

    Expenses $4,476,283 · Revenue $1,204,697

  • GRANT TO DISTRESSED WORTHY BROTHER, SCHOLARSHIP, AND COMMUNITY SPONSORSHIP

    Expenses $382,904 · Grants $84,415

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Ara Malayon

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1
  • Sean Mantucca

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1
  • Mario A Balbiani

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jeffrey L Bear

    TRUSTEE (THRU 10/24)

    Total calculated
    $0
    Hours/week
    1
  • Brian P Bezner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Garrett S Chan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Roberto Diaz Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Eric D Hatfield

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Ronald G Hopkins

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Scott A Morrison Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Patrick I Muldoon

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Mark R Parinas

    TRUSTEE (THRU 10/24)

    Total calculated
    $0
    Hours/week
    1
  • Gary A Peare

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Bruce R Rick

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Arthur L Salazar Jr

    TRUSTEE (THRU 10/24)

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • Christopher D Smith

    CTO AND TRUSTEE

    Total calculated
    $274,902
    From this org
    $0
    From related orgs
    $233,090
    Other
    $41,812
    Hours/week
    31.07 + 8.93 related

    Schedule J breakdown matched by us

    Base
    $0 + $233,090 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $16,690 related
    Nontaxable benefits
    $0 + $25,122 related
    Filer's total
    $0 + $274,902 related
  • Terry Quigley

    PRESIDENT AND CEO (START 07/23)

    Total calculated
    $263,707
    From this org
    $252,850
    From related orgs
    $0
    Other
    $10,857
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $252,850
    Bonus
    $0
    Other
    $0
    Deferred
    $9,000
    Nontaxable benefits
    $1,857
    Filer's total
    $263,707
  • Allan L Casalou

    GRAND SECRETARY

    Total calculated
    $466,665
    From this org
    $0
    From related orgs
    $415,212
    Other
    $51,453
    Hours/week
    12.18 + 27.82 related

    Schedule J breakdown matched by us

    Base
    $0 + $415,212 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $26,331 related
    Nontaxable benefits
    $0 + $25,122 related
    Filer's total
    $0 + $466,665 related
  • Carol R Hunter

    VP & CHIEF FINANCIAL OFFICER

    Total calculated
    $364,106
    From this org
    $0
    From related orgs
    $326,961
    Other
    $37,145
    Hours/week
    17.45 + 22.55 related

    Schedule J breakdown matched by us

    Base
    $0 + $326,961 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $26,006 related
    Nontaxable benefits
    $0 + $11,139 related
    Filer's total
    $0 + $364,106 related
  • Andrew D Cameron

    GENERAL COUNSEL

    Total calculated
    $296,182
    From this org
    $0
    From related orgs
    $239,541
    Other
    $56,641
    Hours/week
    27.41 + 12.59 related

    Schedule J breakdown matched by us

    Base
    $0 + $239,541 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $19,101 related
    Nontaxable benefits
    $0 + $37,540 related
    Filer's total
    $0 + $296,182 related
  • Douglas Ismail

    CHIEF PHILANTHROPY OFFICER

    Total calculated
    $383,244
    From this org
    $0
    From related orgs
    $335,058
    Other
    $48,186
    Hours/week
    29.88 + 10.12 related

    Schedule J breakdown matched by us

    Base
    $0 + $335,058 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $37,047 related
    Nontaxable benefits
    $0 + $11,139 related
    Filer's total
    $0 + $383,244 related
  • Charles P Cross

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Joseph Pritchard

    CHIEF OPERATING OFFICER

    Total calculated
    $363,811
    From this org
    $313,550
    From related orgs
    $0
    Other
    $50,261
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $313,550
    Bonus
    $0
    Other
    $0
    Deferred
    $22,497
    Nontaxable benefits
    $27,764
    Filer's total
    $363,811
  • Andrew R Uehling

    CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $300,447
    From this org
    $0
    From related orgs
    $271,030
    Other
    $29,417
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $0 + $271,030 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $18,278 related
    Nontaxable benefits
    $0 + $11,139 related
    Filer's total
    $0 + $300,447 related
  • Vincent Gonzaga

    EXECUTIVE DIRECTOR

    Total calculated
    $257,302
    From this org
    $237,136
    From related orgs
    $0
    Other
    $20,166
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $237,136
    Bonus
    $0
    Other
    $0
    Deferred
    $10,557
    Nontaxable benefits
    $9,609
    Filer's total
    $257,302
  • Christine Gershtein

    VP OF CLINICAL SERVICES

    Total calculated
    $269,090
    From this org
    $225,841
    From related orgs
    $0
    Other
    $43,249
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,841
    Bonus
    $0
    Other
    $0
    Deferred
    $18,221
    Nontaxable benefits
    $25,028
    Filer's total
    $269,090
  • Soledad V Martinez

    RESIDENT SERVICES ADMINISTRATOR

    Total calculated
    $252,636
    From this org
    $209,896
    From related orgs
    $0
    Other
    $42,740
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,896
    Bonus
    $0
    Other
    $0
    Deferred
    $24,193
    Nontaxable benefits
    $18,547
    Filer's total
    $252,636
  • Sabrina Montes

    VP OF COMMUNITY-BASED SERVICES

    Total calculated
    $231,333
    From this org
    $199,518
    From related orgs
    $0
    Other
    $31,815
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,518
    Bonus
    $0
    Other
    $0
    Deferred
    $7,939
    Nontaxable benefits
    $23,876
    Filer's total
    $231,333
  • Yvonne Wong

    PHARMACY DIRECTOR

    Total calculated
    $242,969
    From this org
    $221,259
    From related orgs
    $0
    Other
    $21,710
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $221,259
    Bonus
    $0
    Other
    $0
    Deferred
    $19,815
    Nontaxable benefits
    $1,895
    Filer's total
    $242,969
  • Kimberly Rich

    ADMINISTRATOR OF MCYAF

    Total calculated
    $242,184
    From this org
    $197,566
    From related orgs
    $0
    Other
    $44,618
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $197,566
    Bonus
    $0
    Other
    $0
    Deferred
    $8,307
    Nontaxable benefits
    $36,311
    Filer's total
    $242,184
  • Cynthia Cruz

    ADMINISTRATOR

    Total calculated
    $241,708
    From this org
    $197,418
    From related orgs
    $0
    Other
    $44,290
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $197,418
    Bonus
    $0
    Other
    $0
    Deferred
    $16,526
    Nontaxable benefits
    $27,764
    Filer's total
    $241,708
  • Ethan Ornstein

    DIR. OF FAMILY SERVICES (THRU 01/24)

    Total calculated
    $221,242
    From this org
    $170,825
    From related orgs
    $0
    Other
    $50,417
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,825
    Bonus
    $0
    Other
    $0
    Deferred
    $12,915
    Nontaxable benefits
    $37,502
    Filer's total
    $221,242
  • Lisa Goodwin

    SENIOR DIRECTOR

    Total calculated
    $199,452
    From this org
    $163,756
    From related orgs
    $0
    Other
    $35,696
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,756
    Bonus
    $0
    Other
    $0
    Deferred
    $13,676
    Nontaxable benefits
    $22,020
    Filer's total
    $199,452
  • Gary Charland

    PRESIDENT AND CEO (THRU 10/23)

    Total calculated
    $659,060
    From this org
    $608,187
    From related orgs
    $0
    Other
    $50,873
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $608,187
    Bonus
    $0
    Other
    $0
    Deferred
    $32,326
    Nontaxable benefits
    $18,547
    Filer's total
    $659,060

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • NOB HILL MASONIC CENTER INC

    C · OPERATION OF CMMT PARKING GARAGE · CA

Provenance

Return type
form_990
Tax year
2023
Filed
18 August 2025
IRS schema version
2023v6.0
Source object
202502319349300005

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