CALIFORNIA MASONIC FOUNDATION

EIN: 237013074 501(c)(3)

SAN FRANCISCO, CA

Total Revenue
$3,998,936
Total Expenses
$3,329,176
Total Assets
$46,019,821
Net Assets
$45,126,836
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1969
Legal Domicile
CA
Principal Officer
DOUGLAS D ISMAIL
Phone
4157767000
Tax Period
2023-11-01 to 2024-10-31

CALIFORNIA MASONIC FOUNDATION, founded in 1969, is a community nonprofit that reported $4.0M in total revenue in fiscal year 2023. Revenue surged 147% from the prior year, signaling strong growth momentum. The organization ran a surplus of $670K, a strong 17% operating margin.

Mission

APPLICATION OF MASONIC PRINCIPLES IN SUPPORT OF EDUCATION, LEADERSHIP, AND COMMUNITIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,039,911
Program Service Revenue $0
Investment Income $2,951,119
Other Revenue $7,906
TOTAL REVENUE $3,998,936

Expense Breakdown

Grants Paid $1,989,603
Salaries & Benefits $701,482
Fundraising Expenses $243,962
Program Expenses $2,679,989
Other Expenses $638,091
TOTAL EXPENSES $3,329,176

Year-over-Year Comparison

2023 2022 Change
Revenue $3,998,936 $1,619,049 +1.5%
Expenses $3,329,176 $3,546,390 -0.1%
Net Income $669,760 $-1,927,341 -1.3%
Key Indicators
✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
12
Independent Members
11
Employees
5
Volunteers
12

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
10
$2,085,546
Total Directors
14
$274,902
Key Employees
2
$377,583
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHRISTOPHER SMITH CTO AND TRUSTEE 0.53
Officer Director
$0 $41,812 $274,902
MICHAEL D THIBODEAUX CHAIRMAN OF THE BOARD 1.00
Officer Director
$0 $0 $0
MARK J MCNEE VICE CHAIRMAN OF THE BOARD 1.00
Officer Director
$0 $0 $0
THOMAS T ALBERS THRU 1024 TRUSTEE 1.00
Officer Director
$0 $0 $0
PAUL B BAZERKANIAN TRUSTEE 1.00
Director
$0 $0 $0
WALTER J CAMPBELL TRUSTEE 1.00
Director
$0 $0 $0
CARLOS MANUEL DIEZ JR TRUSTEE 1.00
Director
$0 $0 $0
CHRISTOPHER HERWEGH TRUSTEE 1.00
Director
$0 $0 $0
ARA MALOYAN THRU 1024 TRUSTEE 1.00
Director
$0 $0 $0
MARK E PRESSEY TRUSTEE 1.00
Director
$0 $0 $0
RALPH C SHELTON II TRUSTEE 1.00
Director
$0 $0 $0
ALEXANDER J TEODORO TRUSTEE 1.00
Director
$0 $0 $0
ARTHUR HAROLD WEISS TRUSTEE 1.00
Director
$0 $0 $0
JONATHAN L WONG TRUSTEE 1.00
Director
$0 $0 $0
DOUGLAS D ISMAIL PRESIDENT/CHIEF PHILANTHROPY OFFICER 10.12
Officer
$335,058 $48,186 $383,244
ALLAN L CASALOU GRAND SECRETARY 4.45
Officer
$0 $51,453 $466,665
CAROL R HUNTER CHIEF FINANCIAL OFFICER 1.48
Officer
$0 $37,145 $364,106
ANDREW CAMERON GENERAL COUNSEL 2.71
Officer
$0 $56,641 $296,182
ANDREW R UEHLING CHIEF HUMAN RESOURCES OFFICER 0.34
Officer
$0 $29,417 $300,447
CHARLES P CROSS TREASURER 1.00
Officer
$0 $0 $0
CANDLER GIBSON DIRECTOR OF MASONIC PHILANTHROPY 10.12
Key Emp
$160,473 $41,269 $201,742
GREGORY CHERRY DIRECTOR OF MASONIC PHILANTHROPY 2.49
Key Emp
$155,971 $19,870 $175,841
DENISE AVILA SENIOR MANAGER OF THE ANNUAL FUND 10.12
Highest
$118,247 $25,256 $143,503
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $3,998,936 $3,329,176 $46,019,821 $669,760
2023 $1,619,049 $3,546,390 $40,260,183 $-1,927,341
2022 $5,019,859 $2,732,327 $40,519,240 $2,287,532
2021 $4,696,928 $3,542,917 $48,503,177 $1,154,011
2020 $2,159,802 $2,489,197 $40,719,571 $-329,395
2019 $3,421,474 $2,752,758 $39,770,370 $668,716
2018 $6,154,926 $4,228,721 $37,212,721 $1,926,205
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