2026-05-12T17:55:08-05:00 2025-06-30 814234542 BPM LLP 3800 KILROY AIRPORT WAY SUITE 250 LONG BEACH CA 908066865 990 2024-07-01 946078728 CALIFORNIA SCOTTISH RITE FOUNDATION CALI 7145477325 303 W LINCOLN AVENUE SUITE 150 ANAHEIM CA 92805 ARTHUR L SALAZAR PRESIDENT & CHAIRMAN 7145477325 2026-05-01 1 1 CYNTHIA SCHOELEN P00073604 5624203100 2026-05-01 2024 2025-03-06 01:10:19Z ARTHUR L SALAZAR 303 W LINCOLN AVENUE SUITE 150 ANAHEIM CA 92805 120869969 0 X WWW.CASRF.ORG X 1958 CA SUPPORT AND ASSIST THE CHILDREN IN CALIFORNIA TO DEVELOP THEIR FULL POTENTIAL BY PROVIDING CHILDHOOD LANGUAGE SERVICES, SCHOLARSHIPS, AND OTHER CHARITABLE PROGRAMS. 23 22 21 149 0 0 1977780 1798855 0 0 3389015 4026737 -55287 -25884 5311508 5799708 212913 173919 0 0 1305815 2047562 0 0 0 2948596 2885503 4467324 5106984 844184 692724 60828007 64451931 425223 564656 60402784 63887275 X THE MISSION OF THE CALIFORNIA SCOTTISH RITE FOUNDATION (CSRF) IS DEDICATED TO SUPPORT AND ASSIST THE CHILDREN IN CALIFORNIA TO DEVELOP THEIR FULL POTENTIAL BY PROVIDING CHILDHOOD LANGUAGE SERVICES, SCHOLARSHIPS AND OTHER CHARITABLE PROGRAMS. CSRF SUPPORTS STUDENT AND PROFESSIONAL EDUCATION AND TRAINING IN PREVENTION AND TREATMENT OF CHILDHOOD LANGUAGE DISORDERS. 0 0 3296445 15919 THE FOUNDATION OPERATES 19 CHILDHOOD LANGUAGE CENTERS THROUGHOUT THE STATE OF CALIFORNIA WHICH PROVIDED 30,782 HOURS OF ASSESSMENT AND TREATMENT DURING FISCAL YEAR ENDED JUNE 2025 TO AN AVERAGE MONTHLY CASELOAD OF 478 CHILDREN. 158000 158000 THE FOUNDATION AWARDS SCHOLARSHIPS TO UNDERGRADUATE AND GRADUATE COLLEGE STUDENTS. THE SCHOLARSHIP COMMITTEE REVIEWS APPLICATIONS CONSIDERING THE FOLLOWING FINANCIAL NEED, ANTICIPATED COLLEGE EXPENSES, ACADEMIC ACHIEVEMENT, APPLICANT GOALS, INVOLVEMENT IN EXTRACURRICULAR ACTIVITIES, WORK HISTORY AND LETTERS OF RECOMMENDATION. DURING FISCAL YEAR ENDED JUNE 2025, 62 SCHOLARSHIPS WERE AWARDED. 3454445 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 21 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 22 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X CHARLES CROSS 7145477325 303 W LINCOLN AVENUE SUITE 150 ANAHEIM CA 92805 ARTHUR L SALAZAR PRESIDENT & CHAIRMAN 40.00 X X 225000 0 0 RALPH C SHELTON VICE PRESIDENT & SECRETARY 1.00 X X 0 0 0 FULGENCIO QUIMPO VICE PRESIDENT 1.00 X X 0 0 0 SAL TANDOC DIRECTOR 1.00 X 0 0 0 ROLF HAAS DIRECTOR 1.00 X 0 0 0 SCOTT MORRISON DIRECTOR 1.00 X 0 0 0 RICHARD A FONSECA DIRECTOR 1.00 X 0 0 0 ROGER MOORE DIRECTOR 1.00 X 0 0 0 JOE CAMPBELL DIRECTOR 1.00 X 0 0 0 ROBERTO DIAZ DIRECTOR 1.00 X 0 0 0 DOUGLAS BROWN DIRECTOR 1.00 X 0 0 0 NATHAN WILLIAMS DIRECTOR 1.00 X 0 0 0 RONALD RITTER DIRECTOR 1.00 X 0 0 0 RONALD PRESTON DIRECTOR 1.00 X 0 0 0 JUSTIN DAZA-RITCHIE DIRECTOR 1.00 X 0 0 0 DAVID F BEAN DIRECTOR 1.00 X 0 0 0 LEONARD MANOUKIAN DIRECTOR 1.00 X 0 0 0 STEVEN KLEIN DIRECTOR 1.00 X 0 0 0 RONALD DRAKE DIRECTOR 1.00 X 0 0 0 JOSE RAUL CIFUENTES DIRECTOR 1.00 X 0 0 0 BARRY MCKINLEY DIRECTOR 1.00 X 0 0 0 ROY POOL DIRECTOR 1.00 X 0 0 0 BRUCE LISELL DIRECTOR 1.00 X 0 0 0 CHARLES P CROSS CFO & TREASURER 40.00 X 104748 0 0 329748 0 0 2 0 1 0 SPEECH LANGUAGE LEARNING ASSOCIATES PO BOX 191240 SACRAMENTO CA 95819 SPEECH PATHOLOGY 483793 CSULB 49ER FOUNDATION 6300 E STATE UNIVERSITY DRIVE SUIT LONG BEACH CA 90840 SPEECH PATHOLOGY 278000 SPEECH GOALS 1265 MISSION ROAD SOUTH SAN FRANCISCO CA 94080 SPEECH PATHOLOGY 270375 MOONBEAM STUDIOS INC 22922 AVENIDA EMPRESA RANCHO SANTA MARGARITA CA 92688 MARKETING 262607 UNIVERSITY OF THE PACIFIC 3601 PACIFIC AVENUE STOCKTON CA 95211 SPEECH PATHOLOGY 177105 9 786109 1012746 6806 1798855 4572079 4572079 114499025 115044367 -545342 -545342 -545342 0 786109 25894 -25894 -25894 OTHER INCOME 900099 10 10 10 5799708 0 0 4000853 X 173919 173919 329748 199735 130013 1465384 887614 577770 37071 24933 12138 72755 40041 32714 142604 89206 53398 400 400 371556 371556 1720703 1684210 36493 208625 19695 188930 82132 34631 47501 227897 179481 48416 18629 10447 8182 92342 24248 68094 23528 16531 6997 PUBLICATION 82020 18517 63503 RECRUITING 16393 14868 1525 BANK FEES 11849 11083 766 TELEPHONE 10756 9503 1253 18673 15783 2890 5106984 3454445 1652539 0 169150 106396 680327 515129 37803 141464 164044 352919 187442 195996 165477 48427574 52557524 10937498 4085296 238195 6858065 60828007 64451931 425223 375312 0 189344 425223 564656 X 49424212 53928433 10978572 9958842 60402784 63887275 60828007 64451931 692724 3538099 -746332 0 X 0 1 X 1 0 X 2166733 2269537 1403195 1977780 1798855 9616100 2166733 2269537 1403195 1977780 1798855 9616100 1137067 8479033 1538300 5465423 2943838 2684540 4572080 17204181 34548 34548 26704 13915 10 40629 26895458 0.31530 0.33600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8551727 619073 9170800 7933758 617969 8551727 7624613 309145 7933758 8170047 -545434 7624613 6619779 1638771 88503 8170047 0.00000 0.54000 0.46000 0 0 17876 234 17642 40445 40445 294598 187208 107390 165477 OTHER SECURITIES 4085296 F 4085296 SECURITY DEPOSITS 6730 BENEFICIAL INTEREST IN PERPET TRUST 231465 RIGHT-OF-USE ASSETS 126245 DUE FROM REDEEMED INVESTMENTS & OTHER FUNDS 6493625 6858065 LEASE LIABILITIES 124140 OTHER LIABILITIES 65204 189344 8992145 3538099 25894 3563993 5428152 371556 371556 5799708 4761322 25894 25894 4735428 371556 371556 5106984 PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE PART V, LINE 4 ENDOWMENTS ARE FOR THE BENEFIT OF LANGUAGE CENTERS AND SCHOLARSHIPS. SPECIAL EVENTS 786109 786109 25894 786109 786109 25894 25894 -25894 1 SCHOLARSHIPS 62 173919 PART I, LINE 2: THE FOUNDATION REQUIRES CONFIRMATION FROM RECIPIENT OF USE OF FUNDS. X 0 1 X X X X 0 0 0 0 0 0 0 0 0 ARTHUR L SALAZAR PRESIDENT & CHAIRMAN 225000 0 0 0 0 0 0 0 0 0 225000 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 ALL DIRECTORS OF THE FOUNDATION SHALL BE MEMBERS OF THE FOUNDATION. EACH MEMBER WHO IS A MEMBER BECAUSE HE IS A DIRECTOR OF THE FOUNDATION SHALL CONTINUE FOR SUCH TERM AS HE CONTINUES TO HOLD OFFICE AS A DIRECTOR OF THE FOUNDATION. THE REMAINING MEMBERS OF THE FOUNDATION SHALL BE CHOSEN IN THE FOLLOWING MANNER: EACH OF THE LODGES OF PERFECTION OF SCOTTISH RITE BODIES CHARTERED IN THE STATE OF CALIFORNIA BY THE SUPREME COUNCIL OF THIRTY-THIRD DEGREE OF ANCIENT AND ACCEPTED SCOTTISH RITE OF FREE MASONRY, SOUTHERN JURISDICTION, UNITED STATES OF AMERICA, SHALL APPOINT ONE MEMBER ANNUALLY UPON THE DAY PROVIDED IN THE STATUTES OF THE SUPREME COUNCIL FOR ELECTIONS IN LODGES OF PERFECTION. EACH MEMBER APPOINTED AS PROVIDED IN THE PRECEDING SENTENCE SHALL BE A MEMBER FOR ONE YEAR, OR FOR SUCH SHORTER PERIOD AS HE MAY BE APPOINTED, AND UNTIL HIS SUCCESSOR IS APPOINTED AND QUALIFIED. FORM 990, PART VI, SECTION A, LINE 7A PER THE ARTICLES OF INCORPORATION, THE MEMBERS SHALL HAVE THE EXCLUSIVE RIGHT TO CHANGE THE NUMBER OF DIRECTORS OF THE FOUNDATION AS WELL AS REMOVE ANY MEMBER EITHER WITH OR WITHOUT CAUSE BY A MAJORITY VOTE OF THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS SHALL HAVE THE EXCLUSIVE RIGHT TO ALTER, AMEND OR REPEAL THE ARTICLES OF INCORPORATION; TO CHANGE THE NUMBER OF DIRECTORS OF THE FOUNDATION; TO ADOPT A PLAN OF MERGER OR PLAN OF CONSOLIDATION WITH ANOTHER CORPORATION; TO AUTHORIZE THE SALE, LEASE, EXCHANGE OR MORTGAGE OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY OR ASSETS OF THE FOUNDATION; AND TO AUTHORIZE THE DISSOLUTION OF THE FOUNDATION, WHETER VOLUNTARY OR INVOLUNTARY. FURTHER, THE MEMBERS SHALL HAVE THE EXCLUSIVE RIGHT TO VOTE ON ALL MATTERS PERTAINING TO THE AFFAIRS OF THE FOUNDATION ON WHICH A VOTE OF THE MEMBERS IS REQUIRED BY THESE BYLAWS OR IS DEEMED DESIRABLE BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE FOUNDATION OFFICERS AND THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS REAFFIRMED, IN WRITING, ANNUALLY, AT THE TRUSTEES MEETING. THE ORGANIZATION HAS AN OPEN DOOR POLICY AND RESPECTS INPUT FROM ANY AND ALL PERSONS WITH CONCERNS. IN ADDITION, WITH THE CENTRALIZATION OF CASH DISBURSEMENTS, THE FOUNDATION OFFICE IS ABLE TO DETECT ANY SITUATION THAT MIGHT HAVE THE APPEARANCE OF A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE DIRECTORS RETAINED AN INDEPENDENT COUNSEL TO PERFORM A COMPARABILITY STUDY OF REPRESENTATIVES OF NON-PROFIT ORGANIZATIONS SIMILAR TO THE FOUNDATION. THE DIRECTORS MAKE AN INDEPENDENT EVALUATION, INCLUDING INDEPENDENT COUNSEL INPUT, TO EVALUATE COMPENSATION. THE DIRECTORS THEN MEET OUTSIDE OF THE PRESENCE OF THE AFFECTED OFFICERS TO ESTABLISH THE COMPENSATION. THE EVP AND SECRETARY PERFORMED COMPARABILITY STUDIES BASED ON A SALARY STUDY SERVICE. FORM 990, PART VI, SECTION C, LINE 18 AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS ARE POSTED TO OUR WEBSITE. ADDITIONALLY, THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT LABOR: PROGRAM SERVICE EXPENSES 870,170. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 870,170. CONSULTANTS: PROGRAM SERVICE EXPENSES 814,040. MANAGEMENT AND GENERAL EXPENSES 36,493. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 850,533.