2024-05-13T15:46:54-05:00 2023-06-30 814234542 BPM LLP 5000 E SPRING STREET SUITE 200 LONG BEACH CA 908155215 990 2022-07-01 946078728 CALIFORNIA SCOTTISH RITE FOUNDATION CALI 7145477325 303 W LINCOLN AVENUE ANAHEIM CA 92805 ARTHUR L SALAZAR EVP AND SECRETARY 7145477325 2024-05-09 1 ARTHUR SALAZAR 999009999 0 CYNTHIA SCHOELEN P00073604 5624203100 2024-05-09 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z ARTHUR L SALAZAR 303 W LINCOLN AVENUE ANAHEIM CA 92805 4902450 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. 41 40 25 150 0 0 2269538 1403195 0 0 7320235 3485340 26704 -43647 9616477 4844888 279971 201500 0 0 1774248 1016815 0 0 0 1996768 2522994 4050987 3741309 5565490 1103579 53092201 55445970 300880 282906 52791321 55163064 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 2593661 THE FOUNDATION OPERATES 16 CHILDHOOD LANGUAGE CENTERS THROUGHOUT THE STATE OF CALIFORNIA WHICH PROVIDED 23,510 HOURS OF ASSESSMENT AND TREATMENT DURING FISCAL YEAR ENDED JUNE 2023 TO AN AVERAGE MONTHLY CASELOAD OF 423 CHILDREN. 201500 201500 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 2023, 55 SCHOLARSHIPS WERE AWARDED. 2795161 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 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 4 0 25 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 41 40 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 ANAHEIM CA 92805 ARTHUR L SALAZAR EVP AND SECRETARY 40.00 X X 193732 0 6781 FRANK LOUI PRESIDENT AND CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 RONALD DRAKE TREASURER 1.00 X X 0 0 0 FULGENCIO QUIMPO VICE PRESIDENT 1.00 X X 0 0 0 RALPH C SHELTON II VICE PRESIDENT & GENERAL COUNSEL 1.00 X X 0 0 0 RUFO MACARAEG DIRECTOR 1.00 X 0 0 0 ALBERT CUA DIRECTOR 1.00 X 0 0 0 ROLF HAAS DIRECTOR 1.00 X 0 0 0 GUY HAAS DIRECTOR 1.00 X 0 0 0 MIKE PERRY DIRECTOR 1.00 X 0 0 0 ANTHONY RUSSELL DIRECTOR 1.00 X 0 0 0 RICHARD A FONSECA DIRECTOR 1.00 X 0 0 0 STEVEN P CHRISTENSEN DIRECTOR 1.00 X 0 0 0 JAMES LINNERMAN DIRECTOR 1.00 X 0 0 0 TOSHIAKI SARUWATARI DIRECTOR 1.00 X 0 0 0 GREGG HALL DIRECTOR 1.00 X 0 0 0 HOWARD RAMSEY DIRECTOR 1.00 X 0 0 0 CHRISTOPHER SMITH DIRECTOR 1.00 X 0 0 0 ROBERTO DIAZ JR DIRECTOR 1.00 X 0 0 0 HALBY GARRISON DIRECTOR 1.00 X 0 0 0 JAMES WILSON DIRECTOR 1.00 X 0 0 0 DAVID PITTS DIRECTOR 1.00 X 0 0 0 ANDREW PIPPIN DIRECTOR 1.00 X 0 0 0 ROY PRICE DIRECTOR 1.00 X 0 0 0 CLINTON BEAR DIRECTOR 1.00 X 0 0 0 CLOIS STEPHENS DIRECTOR 1.00 X 0 0 0 HENRY AZINFAR DIRECTOR 1.00 X 0 0 0 SAM HOUSE DIRECTOR 1.00 X 0 0 0 EDWARD COLLINS DIRECTOR 1.00 X 0 0 0 DAVID F BEAN DIRECTOR 1.00 X 0 0 0 ARTHUR ZABOUNIAN DIRECTOR 1.00 X 0 0 0 GREGORY GABRIEL DIRECTOR 1.00 X 0 0 0 WYATT BRIXY DIRECTOR 1.00 X 0 0 0 MICHAEL STOVALL DIRECTOR 1.00 X 0 0 0 ROY PRICE DIRECTOR 1.00 X 0 0 0 JOSE RAUL CIFUENTES DIRECTOR 1.00 X 0 0 0 TODD HERSCHBERG DIRECTOR 1.00 X 0 0 0 MARK FLINT DIRECTOR 1.00 X 0 0 0 ARMAN ORDIAN DIRECTOR 1.00 X 0 0 0 LELAND CELESTRE DIRECTOR 1.00 X 0 0 0 MOSES GAZAZIAN DIRECTOR 1.00 X 0 0 0 CHARLES P CROSS CHIEF FINANCIAL OFFICER 40.00 X 97214 0 0 290946 0 6781 1 0 1 0 SPEECH LANGUAGE LEARNING ASSOCIATES PO BOX 191240 SACRAMENTO CA 95819 SPEECH PATHOLOGY 409214 SPEECH GOALS 1265 MISSION ROAD SOUTH SAN FRANCISCO CA 94080 SPEECH PATHOLOGY 282000 MOONBEAM STUDIOS INC 22922 AVENIDA EMPRESA RANCHO SANTA MARGARITA CA 92688 MARKETING 274704 CSULB 49ER FOUNDATION 6300 E STATE UNIVERSITY DRIVE SUIT LONG BEACH CA 90840 SPEECH PATHOLOGY 243294 UNIVERSITY OF THE PACIFIC 3601 PACIFIC AVENUE STOCKTON CA 95211 SPEECH PATHOLOGY 162197 6 93748 1309447 1403195 2943838 2943838 541502 0 541502 541502 541502 0 93748 57562 -57562 -57562 OTHER INCOME 900099 13915 13915 13915 4844888 0 0 3441693 X 201500 201500 297727 133066 164661 601059 419109 181950 15306 10586 4720 32515 28082 4433 70208 44670 25538 20500 20500 312513 276457 36056 1680050 1367010 313040 80509 52571 27938 22013 16745 5268 312206 200781 111425 4187 3283 904 23462 6751 16711 38658 6931 31727 PRINTING/PHOTOGRAPHY 19421 19421 EQUIPMENT RENTAL 5168 5168 POSTAGE 1923 1537 386 EVENTS EXPENSE 1693 849 844 691 644 47 3741309 2795161 946148 0 202279 153481 585540 748201 20667 11136 85284 62628 362481 286514 34676 75967 40925668 43974648 11001112 10180814 236975 239095 53092201 55445970 300880 282906 300880 282906 X 9295481 8724802 43495840 46438262 52791321 55163064 53092201 55445970 1103579 1320904 -52740 0 X 0 0 0 X 1841021 1200273 2166733 2269537 1403195 8880759 1841021 1200273 2166733 2269537 1403195 8880759 950979 7929780 1022549 1715239 1538300 5465423 2943838 12685349 45552 138573 34548 218673 26704 13915 40619 21825400 0.36330 0.48650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7624613 7624613 8170047 -545434 7624613 6619779 1638771 88503 8170047 6777316 -77635 79902 6619779 6423468 426938 73090 6777316 0.00000 0.64000 0.36000 0 0 29954 10611 19343 189606 188636 970 142921 87267 55654 75967 OTHER SECURITIES 10180814 F 10180814 PART V, LINE 4 ENDOWMENTS ARE FOR THE BENEFIT OF LANGUAGE CENTERS AND SCHOLARSHIPS. SPECIAL EVENTS 93748 93748 8362 400 48800 93748 93748 8362 400 48800 57562 -57562 1 SCHOLARSHIPS 55 201500 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 EVP AND SECRETARY 193732 0 0 0 0 0 6781 0 0 0 200513 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 754,745. MANAGEMENT AND GENERAL EXPENSES 75. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 754,820. WORK THERAPY: PROGRAM SERVICE EXPENSES 612,265. MANAGEMENT AND GENERAL EXPENSES 312,965. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 925,230.