2025-08-18T11:27:21-05:00 2024-10-31 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2023-11-01 940487790 GRAND LODGE OF FREE AND ACCEPTED MASONS OF CALIFORNIA GRAN 4157767000 1111 CALIFORNIA ST SAN FRANCISCO CA 94108 CAROL R HUNTER VP AND CHIEF FINANCIAL OFFICER 4157767000 2025-08-14 1 1 MATTHEW PETROSKI P00853132 9257902600 2025-08-04 2023 2025-03-06 01:10:19Z ARTHUR L SALAZAR JR 1111 CALIFORNIA ST SAN FRANCISCO CA 94108 24014571 0 0214 X HTTP://WWW.FREEMASON.ORG X FRATERNAL ORGANIZATION 1936 CA WE BUILD STRONG COMMUNITIES THROUGH FRIENDSHIP, SERVICE AND SELF-IMPROVEMENT. 4 3 85 31 -73176 0 483900 379284 2884510 2945165 504425 1318554 259238 366965 4132073 5009968 58153 357750 0 0 1832933 1972968 0 0 0 3068652 3348731 4959738 5679449 -827665 -669481 42465492 53179963 28680170 38547600 13785322 14632363 WE BUILD IN OUR MEMBERS A FOUNDATION OF VALUES FOCUSED ON SERVICE, INTEGRITY AND A SENSE OF BELONGING. BY STRENGTHENING OUR MORAL CHARACTER, WE ARE ABLE TO AFFECT POSITIVE CHANGE IN THE WIDER WORLD. 0 0 CURRENTLY, THERE ARE MORE THAN 310 LODGES THROUGHOUT CALIFORNIA WITH MORE THAN 34,000 MEMBERS. THE GRAND LODGE PROVIDES PROGRAMS, EDUCATION, TRAINING AND SUPPORT SERVICES TO THE LODGES, THEIR OFFICERS AND INDIVIDUAL MASONS. THESE SERVICES INCLUDE INSURANCE COVERAGE FOR LODGES, CERTIFICATION PROGRAMS FOR LODGE OFFICERS, MASONIC EDUCATION FOR MEMBERS, AND NUMEROUS OTHER SERVICE AND EDUCATION OPPORTUNITIES. THE GRAND LODGE ALSO PROVIDES DIRECT MONETARY SUPPORT IN THE FORM OF GRANTS TO AFFILIATED YOUTH ORGANIZATIONS, INCLUDING DEMOLAY, JOB'S DAUGHTERS AND RAINBOW GIRLS AND TO OTHER MASONIC ORGANIZATIONS AND INDIVIDUAL MASONS IN TIME OF NEED. FINALLY, THE GRAND LODGE PROVIDES SUPPORT, EDUCATION, AND ADMINISTRATIVE SERVICES TO ITS RELATED ENTITIES. 0 1 0 0 0 0 1 1 1 1 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 68 0 1 85 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X MARIBEL PASAMIC 4152929126 1111 CALIFORNIA ST SAN FRANCISCO CA 94108 CHRISTOPHER SMITH CTO AND JUNIOR GRAND WARDEN 2.24 37.76 X X 233090 0 41812 G SEAN METROKA GRAND MASTER (THRU 10/24) 1.00 0.00 X X 0 0 0 ARTHUR L SALAZAR JR GRAND MASTER (AS OF 10/24) 1.00 0.00 X X 0 0 0 GARRET S CHAN DEPUTY GRAND MASTER 1.00 2.00 X 0 0 0 ARA MALOYAN SENIOR GRAND WARDEN 1.00 2.00 X 0 0 0 ALLAN L CASALOU GRAND SECRETARY 5.74 34.26 X 415212 0 51453 CAROL R HUNTER VP AND CHIEF FINANCIAL OFFICER 14.24 25.76 X 326961 0 37145 ANDREW D CAMERON GENERAL COUNSEL 3.58 36.42 X 239541 0 56641 ANDREW R UEHLING CHIEF HUMAN RESOURCES OFFICER 2.23 37.77 X 271030 0 29417 CHARLES P CROSS TREASURER 1.00 5.00 X 0 0 0 EMILY LIMON CHIEF COMMUNICATIONS OFFICER 10.00 30.00 X 227710 0 43147 KHALIL SWEIDY DIRECTOR OF FINANCIAL PLANNING 14.30 25.70 X 256762 0 26770 MARIBEL PASAMIC CONTROLLER/VP FINANCE 14.30 25.70 X 228085 0 44208 JORDAN YELINEK DIR. OF MEMBER SVCS & LODGE DEV. 22.00 18.00 X 193142 0 31346 ALAN DAVIES SENIOR IT DIRECTOR (THRU 10/24) 2.14 37.86 X 188499 0 40065 2580032 0 402004 26 0 1 0 IDEA HALL 611 ANTON BLVD 140 COSTA MESA CA 92626 PR, ADVERTISING AND MARKETING SERVICES 260951 MOSS ADAMS LLP PO BOX 101822 PASADENA CA 911891822 ACCOUNTING, TAX AND CONSULTING SERVICES 251004 DIGITEK 3 DORMAN AVENUE SAN FRANCISCO CA 94124 PRINTING/MAILING SERVICES 164232 JOURNAL GRAPHICS INC 2840 NW 35TH AVENUE PORTLAND OR 97210 PRINTING/MAILING SERVICES 129801 4 353646 25638 379284 MEMBERSHIP DUES 900099 2241353 2241353 WARDEN'S RETREAT 900099 326479 326479 AC RECEIPTS 900099 212618 212618 LEADERSHIP DEVELOPMENT 900099 132465 132465 APPLICATION FEES 900099 32250 32250 2945165 468252 -73176 541428 19851905 3000 19004603 0 847302 3000 850302 850302 12 0 12 12 REIMB TO MANAGE INVEST 900099 258610 258610 OTHER 900099 32410 32410 INSURANCE RECOVERY PRO 900099 27230 27230 48703 48703 366953 5009968 2945177 -73176 1758683 357750 266285 1300267 87558 184414 134444 58529 36847 50695 444105 169403 123277 103760 8927 59936 923393 20269 94980 SUPPORT AND DEVELOPMENT 794671 OFFICERS AND INSPECTORS 442247 REGALIA 17692 5679449 822125 492102 2348562 1941090 201274 282047 665115 665115 1218873 791942 2982007 2791317 252606 190690 34834600 2149413 1525399 45581961 596938 1085603 42465492 53179963 3106049 3122160 2155365 2272877 23418756 33152563 28680170 38547600 X 13622980 14468842 162342 163521 13785322 14632363 42465492 53179963 -669481 1516522 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28368 X USED IN LODGE CEREMONIES 0 0 0 2509449 512774 120647 2901576 2505991 121736 118278 2509449 3046397 -429471 110935 2505991 2475469 678826 107898 3046397 2515167 66714 106412 2475469 1.00000 0.00000 0.00000 0 0 209993 204097 5896 2772014 2587220 184794 190690 EQUITY MUTUAL FUNDS 28768428 F ALTERNATIVE INVESTMENTS 1251526 F FIXED INCOME MUTUAL FUNDS 12699817 F PRIVATE MARKETS 398436 F OTHER SECURITIES/INVESTMENTS 2463754 F 45581961 ADVANCED DEPOSITS 12656 DUE TO GEORGE WASHINGTON MEMORIAL FUND 14550 ASSETS HELD IN TRUST FOR THE LODGES LIFE MEMBERSHIP AND GENERAL FUNDS 33125357 33152563 PART III, LINE 4: GRAND LODGE PARAPHERNALIA GRAND MASTER JEWEL AND ALTAR JEWELS PART V, LINE 4: TO SUPPORT MASONIC FRATERNAL ACTIVITIES OF CALIFORNIA MASONS CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENT 8448915 EUROPE 0 0 INVESTMENT 6351968 EAST ASIA AND THE PACIFIC 0 0 INVESTMENT 6260387 NORTH AMERICA 0 0 INVESTMENT 3492716 0 0 0 0 0 0 24553986 0 24553986 1 0 1 1 1 0 1 ACACIA MASONIC BUILDING ASSOCIATION 625 N NORMA STREET RIDGECREST CA 93555 956116037 501(C)(2) 50000 0 BUILDING REPAIR AND IMPROVEMENT GEORGE WASHINGTON NATIONAL MASONIC MEMORIAL ASSOCIATION 101 CALLAHAN DRIVE ALEXANDRIA VA 22301 540545202 501(C)(3) 35633 0 GENERAL SUPPORT VITRUVIUS MASONIC TEMPLE ASSOCIATION 7820 MEDALLION WAY ROHNERT PARK CA 94928 454524614 501(C)(2) 35000 0 BUILDING REPAIR AND IMPROVEMENT SAN BENITO MASONIC BUILDING ASSOCIATION 347 SAN BENITO STREET HOLLISTER CA 95023 940487790 501(C)(2) 32000 0 BUILDING REPAIR AND IMPROVEMENT TEXAS LODGE NO 46 MASONIC HALL ASSOCIATION 407 SECOND ST SAN JUAN BAUTISTA CA 95045 342036700 501(C)(2) 30000 0 BUILDING REPAIR AND IMPROVEMENT SAN DIMAS MASONIC TEMPLE ASSOCIATION 220 N MONTE VISTA AVENUE SAN DIMAS CA 91773 952784182 501(C)(2) 23000 0 BUILDING REPAIR AND IMPROVEMENT FAIRFIELD-SUISUN MASONIC BUILDING ASSOCIATION PO BOX 697 FAIRFIELD CA 94533 946102195 501(C)(2) 20000 0 BUILDING REPAIR AND IMPROVEMENT PITTSBURG MASONIC TEMPLE ASSOCIATION 185 SCHOOL STREET PITTSBURG CA 94565 911761698 501(C)(2) 19000 0 BUILDING REPAIR AND IMPROVEMENT VACAVILLE LODGE 134 MASONIC TEMPLE ASSOCIATION PO BOX 3022 VACAVILLE CA 95696 930674528 501(C)(2) 16488 0 BUILDING REPAIR AND IMPROVEMENT BIG BEAR MASONIC TEMPLE ASSOCIATION PO BOX 1349 BIG BEAR LAKE CA 92315 911864142 501(C)(2) 16000 0 BUILDING REPAIR AND IMPROVEMENT TORRANCE MASONIC TEMPLE ASSOCIATION 2326 CABRILLO AVENUE TORRANCE CA 90501 951593238 501(C)(2) 14000 0 BUILDING REPAIR AND IMPROVEMENT BLYTHE MASONIC TEMPLE ASSOCIATION 100 E MURPHY BLYTHE CA 92225 237108369 501(C)(2) 11429 0 BUILDING REPAIR AND IMPROVEMENT ANTIOCH-BRENTWOOD MASONIC HALL ASSOCIATION PO BOX 464 ANTIOCH CA 94509 237156576 501(C)(2) 10000 0 BUILDING REPAIR AND IMPROVEMENT AUBURN MASONIC HALL ASSOCIATION 956 1/2 LINCOLN STREET AUBURN CA 95603 940296560 501(C)(2) 9000 0 BUILDING REPAIR AND IMPROVEMENT GLENDORA MASONIC TEMPLE ASSOCIATION PO BOX 636 GLENDORA CA 91740 371566200 501(C)(2) 8000 0 BUILDING REPAIR AND IMPROVEMENT BENICIA HALL ASSOCIATION 110 W J ST BENICIA CA 94510 680073350 501(C)(2) 10200 0 BUILDING REPAIR AND IMPROVEMENT 1 15 PART I, LINE 2: GRANTS ARE MONITORED AND APPROVED BY THE APPROPRIATE GRAND LODGE COMMITTEE AND ARE PROPERLY DOCUMENTED. GRANT TO GEORGE WASHINGTON MASONIC NATIONAL MEMORIAL IS BASED ON THE $1 PER CAPITA ASSESSMENT AS APPROVED BY THE GRAND LODGE EXECUTIVE COMMITTEE AND ITS MEMBERS. X X X X X 0 0 0 ALLAN L CASALOU GRAND SECRETARY 415212 0 0 0 0 0 26331 0 25122 0 466665 0 0 0 CAROL R HUNTER VP AND CHIEF FINANCIAL OFFICER 326961 0 0 0 0 0 26006 0 11139 0 364106 0 0 0 ANDREW R UEHLING CHIEF HUMAN RESOURCES OFFICER 271030 0 0 0 0 0 18278 0 11139 0 300447 0 0 0 ANDREW D CAMERON GENERAL COUNSEL 239541 0 0 0 0 0 19101 0 37540 0 296182 0 0 0 KHALIL SWEIDY DIRECTOR OF FINANCIAL PLANNING 256762 0 0 0 0 0 15631 0 11139 0 283532 0 0 0 CHRISTOPHER SMITH CTO AND JUNIOR GRAND WARDEN 233090 0 0 0 0 0 16690 0 25122 0 274902 0 0 0 MARIBEL PASAMIC CONTROLLER/VP FINANCE 228085 0 0 0 0 0 16444 0 27764 0 272293 0 0 0 EMILY LIMON CHIEF COMMUNICATIONS OFFICER 227710 0 0 0 0 0 16128 0 27019 0 270857 0 0 0 ALAN DAVIES SENIOR IT DIRECTOR (THRU 10/24) 188499 0 0 0 0 0 14943 0 25122 0 228564 0 0 0 JORDAN YELINEK DIR. OF MEMBER SVCS & LODGE DEV. 193142 0 0 0 0 0 12508 0 18838 0 224488 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 VOTING MEMBERS INCLUDE ELECTIVE AND APPOINTIVE GRAND LODGE OFFICERS EXCEPT THE GRAND TILER AND THE ASSISTANT GRAND TILER; PAST GRAND OFFICERS; MASTERS, SENIOR WARDENS AND JUNIOR WARDENS OF CHARTERED LODGES; AND PAST MASTERS COLLECTIVELY OF EACH CHARTERED LODGE. MEMBERS OF GRAND LODGE MEET IN COMMUNICATIONS TO CONDUCT WHATEVER BUSINESS MAY PROPERLY COME BEFORE THEM. FORM 990, PART VI, SECTION A, LINE 7A OFFICERS ARE ELECTED BY WRITTEN BALLOT AS THE FINAL ITEM OF BUSINESS BEFORE THEIR INSTALLATION AT EACH ANNUAL COMMUNICATION. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS OF GRAND LODGE MEET IN ANNUAL COMMUNICATIONS TO CONDUCT WHATEVER BUSINESS MAY PROPERLY COME BEFORE THEM. THE OFFICERS OR REPRESENTATIVES OF AT LEAST 20% OF THE LODGES CHARTERED AND CONSTITUTED BY GRAND LODGE MUST BE PRESENT IN ORDER TO TRANSACT ANY BUSINESS IN GRAND LODGE AT AN ANNUAL OR SPECIAL COMMUNICATION. EXCEPT AS PROVIDED IN SECTION 50.000 OF THE CONSTITUTION REGARDING THE VOTE REQUIRED TO AMEND THE CONSTITUTION OF GRAND LODGE, IN SECTION 402.020 REGARDING THE VOTE REQUIRED TO AMEND THE RITUAL OR IN SECTION 1500.000 REGARDING THE VOTE REQUIRED TO AMEND THESE ORDINANCES, THE TRANSACTION OF BUSINESS SHALL BE DECIDED BY A MAJORITY OF THE VOTES CAST. PROPOSED AMENDMENTS TO THE CONSTITUTION OF THE GRAND LODGE OF CALIFORNIA MUST BE ADOPTED AT AN ANNUAL OR SPECIAL COMMUNICATION OF GRAND LODGE BY FIVE-SIXTHS OF THE VOTES CAST. FORM 990, PART VI, SECTION B, LINE 11B THE ACCOUNTING MANAGER PREPARES THE FORM 990 SUPPORTING SCHEDULES/DATA, THEN THE CONTROLLER REVIEWS THE SCHEDULES/DATA AND SUBMITS TO THE TAX CONSULTANT FOR PREPARATION OF FORM 990. THE TAX CONSULTANT SUBMITS THE COMPLETED 990 TO THE CONTROLLER AND CFO FOR REVIEW AND APPROVAL. 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 GRAND LODGE EXECUTIVE COMMITTEE. ONCE APPROVED, THE CFO SIGNS THE FORM 990 AND FILES WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE EXECUTIVE COMMITTEE OF THE GRAND LODGE SIGNS A CONFLICT OF INTEREST DISCLOSURE STATEMENT. IN THIS STATEMENT, THE EXECUTIVE COMMITTEE AND MEMBERS OF OTHER GRAND LODGE COMMITTEES 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 EXECUTIVE COMMITTEE ACTION. THE INTERESTED PARTY DISCLOSES THE CIRCUMSTANCES TO THE GRAND MASTER. IN THE EVENT THE INTERESTED PARTY IN QUESTION IS THE GRAND MASTER, THE POTENTIAL CONFLICT IS DISCLOSED TO THE FULL EXECUTIVE COMMITTEE. THE CONFLICT OF INTEREST DISCLOSURE STATEMENT FOR EXECUTIVE COMMITTEE MEMBERS AND OTHER COMMITTEE MEMBERS ARE SUBMITTED TO THE GRAND MASTER FOR REVIEW. THE PLAN FOR MITIGATION OF ANY CONFLICT OF AN EXECUTIVE COMMITTEE MEMBER IS PRESENTED BY THE GRAND MASTER TO THE EXECUTIVE COMMITTEE. FOLLOWING THEIR REVIEW, ALL CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE KEPT ON FILE WITH THE GRAND SECRETARY. FORM 990, PART VI, SECTION B, LINE 15 BENCHMARKING IS COMPLETED ON ALL POSITIONS BY AN INDEPENDENT THIRD PARTY COMPENSATION CONSULTANT. REVIEW IS DONE BY THE INDEPENDENT VOLUNTEER LEADERSHIP BOARD OF TRUSTEES AND APPROVED BY THE 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, CONFLICT OF INTEREST POLICY, AND GOVERNING/ORGANIZING DOCUMENTS ARE AVAILABLE TO THE PUBLIC AT THE CORPORATE OFFICE. MASONIC HOMES OF CALIFORNIA 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 941156564 CONTINUING CARE AND RETIREMENT ACTIVITY CA 501(C)(3) LINE 7 GRAND LODGE OF THE FREE & ACCEPTED MASONS 1 CALIFORNIA MASONIC MEMORIAL TEMPLE 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 941266937 SUPPORTING ORGANIZATION CA 501(C)(3) LINE 12B, II CALIFORNIA MASONIC FOUNDATION 1 CALIFORNIA MASONIC FOUNDATION 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 237013074 A CHARITABLE FOUNDATION SUPPORTING EDUCATIONAL AND COMMUNITY-BASED PROGRAMS CA 501(C)(3) LINE 7 GRAND LODGE OF THE FREE & ACCEPTED MASONS 1 ACACIA CREEK A MASONIC SENIOR LIVING COMMUNITY AT UNION CITY 34400 MISSION BLVD UNION CITY CA 94587 204688615 CONTINUING CARE AND RETIREMENT ACTIVITY CA 501(C)(3) LINE 9 MASONIC HOMES OF CALIFORNIA 1 THE BENICIA MASONIC TEMPLE ASSOCIATION 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 680073350 HALL ASSOCIATION CA 501(C)(2) GRAND LODGE OF THE FREE & ACCEPTED MASONS 1 SIERRA MASONIC CENTER ASSOCIATION 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 510676791 HALL ASSOCIATION CA 501(C)(2) GRAND LODGE OF THE FREE & ACCEPTED MASONS 1 PLUMAS MASONIC BUILDING ASSOCIATION 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 680452812 HALL ASSOCIATION CA 501(C)(2) GRAND LODGE OF THE FREE & ACCEPTED MASONS 1 SONORA MASONIC TEMPLE ASSOCIATION 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 770152312 HALL ASSOCIATION CA 501(C)(2) GRAND LODGE OF THE FREE & ACCEPTED MASONS 1 NOB HILL MASONIC CENTER INC 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 611511651 OPERATION MASONIC TEMPLE PARKING FACILITY CA GRAND LODGE OF THE FREE & ACCEPTED MASONS C 3916444 1886043 1.00000 1 0 1 1 1 0 1 0 0 0 0 1 1 0 0 1 0 1 0 1 CALIFORNIA MASONIC FOUNDATION C 353646 BOOK/ACTUAL VALUE CALIFORNIA MASONIC MEMORIAL TEMPLE D 665115 BOOK/ACTUAL VALUE CALIFORNIA MASONIC MEMORIAL TEMPLE K 69633 BOOK/ACTUAL VALUE MASONIC HOMES OF CALIFORNIA L 243767 BOOK/ACTUAL VALUE CALIFORNIA MASONIC FOUNDATION L 108040 BOOK/ACTUAL VALUE ACACIA CREEK A MASONIC SENIOR LIVING COMMUNITY AT UNION CITY O 969822 BOOK/ACTUAL VALUE MASONIC HOMES OF CALIFORNIA O 6032239 BOOK/ACTUAL VALUE CALIFORNIA MASONIC FOUNDATION O 413362 BOOK/ACTUAL VALUE CALIFORNIA MASONIC MEMORIAL TEMPLE O 827954 BOOK/ACTUAL VALUE NOB HILL MASONIC CENTER INC O 492849 BOOK/ACTUAL VALUE MASONIC HOMES OF CALIFORNIA Q 1086170 BOOK/ACTUAL VALUE CALIFORNIA MASONIC MEMORIAL TEMPLE Q 53700 BOOK/ACTUAL VALUE CALIFORNIA MASONIC FOUNDATION Q 115792 BOOK/ACTUAL VALUE ACACIA CREEK A MASONIC SENIOR LIVING COMMUNITY AT UNION CITY Q 237156 BOOK/ACTUAL VALUE THE BENICIA MASONIC TEMPLE ASSOCIATION Q 124267 BOOK/ACTUAL VALUE SONORA MASONIC TEMPLE ASSOCIATION Q 472077 BOOK/ACTUAL VALUE