MASONIC HOMES OF CALIFORNIA

EIN: 941156564 501(c)(3) Human Services

SAN FRANCISCO, CA

Total Revenue
$116,589,673
Total Expenses
$96,063,270
Total Assets
$1,170,735,764
Net Assets
$1,116,412,637
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1918
Legal Domicile
CA
Principal Officer
TERRY QUIGLEY
Phone
4157767000
Tax Period
2023-11-01 to 2024-10-31

MASONIC HOMES OF CALIFORNIA, founded in 1918, is a major nonprofit in the Human Services sector that reported $116.6M in total revenue in fiscal year 2023. Revenue surged 211% from the prior year, signaling strong growth momentum. The organization ran a surplus of $20.5M, a strong 18% operating margin.

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.

Program Service Accomplishments

Program 1
Expenses: $76,542,432 Revenue: $23,084,239

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...

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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.

Program 2
Expenses: $4,981,331

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...

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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.

Program 3
Expenses: $4,476,283 Revenue: $1,204,697

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...

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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.

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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 $4,868,088
Program Service Revenue $24,288,936
Investment Income $87,366,686
Other Revenue $65,963
TOTAL REVENUE $116,589,673

Expense Breakdown

Grants Paid $6,650,675
Salaries & Benefits $44,264,520
Fundraising Expenses $1,088,429
Program Expenses $86,382,950
Other Expenses $45,148,075
TOTAL EXPENSES $96,063,270

Year-over-Year Comparison

2023 2022 Change
Revenue $116,589,673 $37,487,890 +2.1%
Expenses $96,063,270 $82,508,521 +0.2%
Net Income $20,526,403 $-45,020,631 -1.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
13
Independent Members
12
Employees
523
Volunteers
14

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
8
$1,773,904
Total Directors
16
$274,902
Key Employees
6
$1,674,619
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ARA MALAYON CHAIRMAN 1.00
Officer Director
$0 $0 $0
SEAN MANTUCCA VICE CHAIRMAN 1.00
Officer Director
$0 $0 $0
MARIO A BALBIANI TRUSTEE 1.00
Director
$0 $0 $0
JEFFREY L BEAR TRUSTEE (THRU 10/24) 1.00
Director
$0 $0 $0
BRIAN P BEZNER TRUSTEE 1.00
Director
$0 $0 $0
GARRETT S CHAN TRUSTEE 1.00
Director
$0 $0 $0
ROBERTO DIAZ JR TRUSTEE 1.00
Director
$0 $0 $0
ERIC D HATFIELD TRUSTEE 1.00
Director
$0 $0 $0
RONALD G HOPKINS TRUSTEE 1.00
Director
$0 $0 $0
SCOTT A MORRISON JR TRUSTEE 1.00
Director
$0 $0 $0
PATRICK I MULDOON TRUSTEE 1.00
Director
$0 $0 $0
MARK R PARINAS TRUSTEE (THRU 10/24) 1.00
Director
$0 $0 $0
GARY A PEARE TRUSTEE 1.00
Director
$0 $0 $0
BRUCE R RICK TRUSTEE 1.00
Director
$0 $0 $0
ARTHUR L SALAZAR JR TRUSTEE (THRU 10/24) 1.00
Director
$0 $0 $0
CHRISTOPHER D SMITH CTO AND TRUSTEE 31.07
Director
$0 $41,812 $274,902
TERRY QUIGLEY PRESIDENT AND CEO (START 07/23) 40.00
Officer
$252,850 $10,857 $263,707
ALLAN L CASALOU GRAND SECRETARY 12.18
Officer
$0 $51,453 $466,665
CAROL R HUNTER VP & CHIEF FINANCIAL OFFICER 17.45
Officer
$0 $37,145 $364,106
ANDREW D CAMERON GENERAL COUNSEL 27.41
Officer
$0 $56,641 $296,182
DOUGLAS ISMAIL CHIEF PHILANTHROPY OFFICER 29.88
Officer
$0 $48,186 $383,244
CHARLES P CROSS TREASURER 1.00
Officer
$0 $0 $0
JOSEPH PRITCHARD CHIEF OPERATING OFFICER 40.00
Key Emp
$313,550 $50,261 $363,811
ANDREW R UEHLING CHIEF HUMAN RESOURCES OFFICER 8.00
Key Emp
$0 $29,417 $300,447
VINCENT GONZAGA EXECUTIVE DIRECTOR 40.00
Key Emp
$237,136 $20,166 $257,302
CHRISTINE GERSHTEIN VP OF CLINICAL SERVICES 40.00
Key Emp
$225,841 $43,249 $269,090
SOLEDAD V MARTINEZ RESIDENT SERVICES ADMINISTRATOR 40.00
Key Emp
$209,896 $42,740 $252,636
SABRINA MONTES VP OF COMMUNITY-BASED SERVICES 40.00
Key Emp
$199,518 $31,815 $231,333
YVONNE WONG PHARMACY DIRECTOR 40.00
Highest
$221,259 $21,710 $242,969
KIMBERLY RICH ADMINISTRATOR OF MCYAF 40.00
Highest
$197,566 $44,618 $242,184
CYNTHIA CRUZ ADMINISTRATOR 40.00
Highest
$197,418 $44,290 $241,708
ETHAN ORNSTEIN DIR. OF FAMILY SERVICES (THRU 01/24) 40.00
Highest
$170,825 $50,417 $221,242
LISA GOODWIN SENIOR DIRECTOR 40.00
Highest
$163,756 $35,696 $199,452
GARY CHARLAND PRESIDENT AND CEO (THRU 10/23) 40.00
$608,187 $50,873 $659,060
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 $116,589,673 $96,063,270 $1,170,735,764 $20,526,403
2023 $37,487,890 $82,508,521 $1,087,352,812 $-45,020,631
2022 $110,751,854 $73,632,419 $1,099,830,680 $37,119,435
2021 $106,681,116 $72,020,293 $1,287,767,891 $34,660,823
2020 $41,944,438 $70,817,598 $1,081,181,439 $-28,873,160
2019 $68,997,929 $67,479,642 $1,089,339,517 $1,518,287
2018 $80,145,375 $70,948,268 $1,044,719,526 $9,197,107
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