2026-08-21T11:25:34-05:00 2025-10-31 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2024-11-01 204688615 ACACIA CREEK A MASONIC SENIOR LIVING COMMUNITY AT UNION CITY ACAC 5104296479 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 CAROL HUNTER VP & CHIEF FINANCIAL OFFICER 4157767000 2026-08-19 1 1 MATTHEW PETROSKI P00853132 9257902600 2026-08-05 2024 2025-03-06 01:10:19Z TERRY QUIGLEY 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 23609473 0 X WWW.ACACIACREEK.ORG X 2006 CA ACACIA CREEK ENRICHES THE INDEPENDENCE, WELL-BEING AND SECURITY OF SENIOR RESIDENTS THROUGH EXCEPTIONAL SERVICES AND EXCELLENT CARE BASED ON MASONIC VALUES. 6 5 104 7 0 0 3967661 4115544 8449709 9757215 1678657 529189 21 16 14096048 14401964 0 0 0 0 5694877 5925353 0 0 0 10636441 11105079 16331318 17030432 -2235270 -2628468 79270832 84429696 150446812 155990386 -71175980 -71560690 ACACIA CREEK ENRICHES THE INDEPENDENCE, WELL-BEING AND SECURITY OF SENIOR RESIDENTS THROUGH EXCEPTIONAL SERVICES AND EXCELLENT CARE BASED ON MASONIC VALUES. 0 0 15733216 9757215 OPERATION OF CONTINUING CARE RETIREMENT COMMUNITY (ADULT RESIDENTIAL SERVICE): ACACIA CREEK FOLLOWS AN "AGING IN PLACE" APPROACH TO CARE AND SERVICES. THIS MEANS WE TRY TO BRING NEEDED SERVICES TO RESIDENTS INSTEAD OF HAVING THEM GO TO THE SERVICES. RESIDENTS ENJOY THE SECURITY OF KNOWING THAT MULTIPLE LEVELS OF CARE WILL BE AVAILABLE TO THEM ON THE SAME CAMPUS. ACACIA CREEK OFFERS A VARIETY OF LIVING ACCOMMODATIONS, FINE AMENITIES, A COMPREHENSIVE WELLNESS PROGRAM AND SEVERAL TYPES OF SUPPORT AND HEALTH CARE. 15733216 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 22 0 1 104 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X MARIBEL PASAMIC 4152929126 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 NARBEH BAGDASARIAN CHAIRMAN 1.00 1.00 X X 0 0 0 CHARLES P CROSS TREASURER (THRU 10/25) 1.00 5.00 X X 0 0 0 STEVEN LESLIE YEFFA TREASURER (START 10/25) 1.00 X X 0 0 0 PETER A ACKERET DIRECTOR 1.00 X 0 0 0 HRAG BEKERIAN DIRECTOR 1.00 X 0 0 0 GARRETT S CHAN DIRECTOR (THRU 10/25) 1.00 2.00 X 0 0 0 MARTY M CUSING DIRECTOR 1.00 X 0 0 0 STEPHAN DOOMANIS DIRECTOR 1.00 X 0 0 0 ALLAN L CASALOU GRAND SECRETARY 2.83 37.17 X 0 381040 48957 CAROL R HUNTER VP & CHIEF FINANCIAL OFFICER 2.87 37.13 X 0 329025 39808 CHARLES W MAJOR PRESIDENT (THRU 11/24) 40.00 X 257637 0 36091 ANDREW D CAMERON GENERAL COUNSEL 2.57 37.43 X 0 225189 58591 CHRISTOPHER SMITH CHIEF TECHNOLOGY OFFICER 5.44 34.56 X 0 231584 44450 ANDREW UEHLING CHIEF HUMAN RESOURCES OFFICER 5.31 34.69 X 0 223620 34848 SANDRA SIMON EXECUTIVE DIRECTOR 40.00 X 37581 0 0 TERRY QUIGLEY PRESIDENT & CEO 4.00 36.00 X 0 546944 59233 CAROLEE RODRIGO LIFESTYLES MANAGER 40.00 X 112320 0 8625 407538 1937402 330603 2 0 1 0 REDWOOD ELECTRIC GROUP INC 2775 NORTHWESTERN PKWY SANTA CLARA CA 95051 ANTENNA SYSTEM 198213 1 4112712 2832 2832 4115544 RESIDENT REVENUE 623990 9757215 9757215 9757215 284198 284198 9452500 9207509 244991 244991 244991 MISCELLANEOUS REVENUE 900099 16 16 16 14401964 9757215 0 529205 415516 257862 157654 3987971 3363922 624049 247884 204961 42923 961178 847689 113489 312804 259223 53581 3856 3856 39887 39887 164629 164629 299096 193367 105729 408144 389533 18611 762275 707727 54548 86017 6528 79489 1304928 1291304 13624 43628 27685 15943 2995065 2995065 2976379 2966858 9521 660815 660815 RESIDENT CARE & SERVICE 1286083 1286083 LICENSES AND DUES 37358 37232 126 MISCELLANEOUS 30105 28990 1115 ANNUAL COMMUNICATION 6814 6814 17030432 15733216 1297216 0 177656 865932 409926 651394 45234 17366 484742 478471 100842036 43116109 59860823 57725927 3402981 4556520 14034104 19812930 855366 321156 79270832 84429696 712621 706557 62570342 72688194 69489755 65589630 3193237 2996237 14480857 14009768 150446812 155990386 X -71175980 -71560690 -71175980 -71560690 79270832 84429696 -2628468 2243758 0 X 0 1 X 1 0 X 0 0 3839539 3967661 4112712 11919912 8416049 8097686 7589181 8449709 9760047 42312672 8416049 8097686 11428720 12417370 13872759 54232584 0 0 0 54232584 360218 251690 200966 263802 284198 1360874 360218 251690 200966 263802 284198 1360874 21 16 37 8776267 8349376 11629686 12681193 14156973 55593495 0.97550 0.97500 0.02450 0.02500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 95346986 38576057 56770929 2663944 1811032 852912 2831106 2729020 102086 57725927 PRIVATE MARKETS 3478282 C FIXED INCOME MUTUAL FUNDS 5137194 C EQUITY MUTUAL FUNDS 8321144 C ALTERNATIVE INVESTMENTS 2876310 C 19812930 NOTES PAYABLE - RELATED PARTY 10000000 INTERCOMPANY PAYABLES 3688612 ADVANCED DEPOSITS 321156 14009768 X X X 0 0 0 0 0 0 0 0 0 TERRY QUIGLEY PRESIDENT & CEO 0 546944 0 0 0 0 0 46416 0 12817 0 606177 0 0 ALLAN L CASALOU GRAND SECRETARY 0 381040 0 0 0 0 0 21199 0 27758 0 429997 0 0 CAROL R HUNTER VP & CHIEF FINANCIAL OFFICER 0 329025 0 0 0 0 0 26991 0 12817 0 368833 0 0 CHARLES W MAJOR PRESIDENT (THRU 11/24) 257637 0 0 0 0 0 19407 0 16684 0 293728 0 0 0 ANDREW D CAMERON GENERAL COUNSEL 0 225189 0 0 0 0 0 17130 0 41461 0 283780 0 0 CHRISTOPHER SMITH CHIEF TECHNOLOGY OFFICER 0 231584 0 0 0 0 0 16692 0 27758 0 276034 0 0 ANDREW UEHLING CHIEF HUMAN RESOURCES OFFICER 0 223620 0 0 0 0 0 17257 0 17591 0 258468 0 0 A CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 2023-05-01 76962410 REFUNDING 2013 ISSUE 0 0 0 A 11366912 76962410 76962410 2023 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 0 A 1 SCHEDULE K, PART I, BOND ISSUES: (A) ISSUER NAME: CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY SCHEDULE K, PART IV, LINE 2C NOT APPLICABLE. NO ARBITRAGE RELATED TO CURRENT ISSUE. SCHEDULE K, PART V NOT APPLICABLE - CURRENT 2023 BOND ISSUE DID NOT INVOLVE A GIC NOR WAS THERE ANY APPLICABLE ARBITRAGE. PROCEED OF THE ISSUE WERE USED IMMEDIATELY UPON FUNCING TO RETIRE THE ACACIA CREEK VARIABLE RATE REVENUE BONDS, 2013A ISSUED ON OCTOBER 29, 2013. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE MEMBER, MASONIC HOMES OF CALIFORNIA, A SECTION 501(C)(3) CALIFORNIA NON-PROFIT PUBLIC BENEFIT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE DIRECTORS OF THIS ORGANIZATION, EXCEPT FOR TWO RESIDENT DIRECTORS, SHALL BE ELECTED BY THE MEMBER AT THE ANNUAL MEETING OF THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER'S APPROVAL SHALL BE REQUIRED BEFORE THIS ORGANIZATION MAY TAKE ANY OF THE FOLLOWING ACTIONS: ADOPT OF AMEND THE ARTICLES OF INCORPORATION OR BYLAWS OF THE ORGANIZATION ADOPT OF MATERIALLY REVISE THE ANNUAL BUDGET OR LONG RANGE PLAN ADOPT OR REVISE THE ORGANIZATION'S MISSION STATEMENT INCUR ANY DEBT OR ENTER INTO ANY CONTRACT NOT CONTEMPLATED BY THE ANNUAL BUDGET, IF THE DOLLAR AMOUNT EXCEEDS A SUM SPECIFIED BY THE MEMBER, FROM TIME TO TIME, BY RESOLUTION. CREATE A TAXABLE OR TAX-EXEMPT SUBSIDIARY ACQUIRE A CONTROLLING INTEREST IN ANOTHER ENTITY APPOINT OUTSIDE AUDITORS MERGE, DISSOLVE, OR TRANSFER ALL OR SUBSTANTIALLY ALL OF THE ORGANIZATION'S ASSETS. FORM 990, PART VI, SECTION B, LINE 11B THE ACCOUNTING/TREASURY MANAGER PREPARES THE SUPPORTING SCHEDULES AND DATA FOR FORM 990. ONCE COMPLETED, THE CONTROLLER REVIEWS THE MATERIALS AND SUBMITS THEM TO THE TAX CONSULTANT FOR PREPARATION OF FORM 990. THE TAX CONSULTANT THEN PROVIDES THE COMPLETED DRAFT TO BOTH THE CONTROLLER AND THE CHIEF FINANCIAL OFFICER (CFO) FOR REVIEW AND APPROVAL. AFTER THEIR REVIEW, THE CFO AND TAX CONSULTANT PRESENT THE DRAFT FORM 990 TO THE AUDIT COMMITTEE FOR FURTHER REVIEW AND APPROVAL. THE GENERAL COUNSEL ALSO REVIEWS THE FORM BEFORE IT IS FINALIZED. FOLLOWING APPROVAL BY THE AUDIT COMMITTEE, THE FINALIZED FORM 990 IS POSTED TO AN INTERNAL WEBSITE ACCESSIBLE TO ALL VOTING MEMBERS OF THE BOARD FOR FINAL REVIEW AND APPROVAL. ONCE APPROVED, THE CFO SIGNS THE E-SIGN FORM, AND THE TAX CONSULTANT E-FILES THE RETURNS. FORM 990, PART VI, SECTION B, LINE 12C AS REQUIRED, ANNUALLY, EACH MEMBER OF THE BOARD EXECUTES AND SIGNS A CONFLICT OF INTEREST DISCLOSURE STATEMENT. IN THIS STATEMENT, THE BOARD AND THE BOARD LEVEL COMMITTEE DISCLOSES 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 BOARD ACTION. THE INTERESTED PARTY DISCLOSES THE CIRCUMSTANCES TO THE PRESIDENT OF THE BOARD OF DIRECTORS. IN THE EVENT THE INTERESTED PARTY IN QUESTION IS THE PRESIDENT OF THE BOARD, THE POTENTIAL CONFLICT IS DISCLOSED TO THE FULL BOARD. THE CONFLICT OF INTEREST DISCLOSURE STATEMENT FOR BOARD AND NON-BOARD COMMITTEE MEMBERS IS SUBMITTED TO THE PRESIDENT OF THE BOARD FOR REVIEW. THE PLANS FOR MITIGATION OF ANY CONFLICT RELATING TO BOARD MEMBERS OR NON-BOARD COMMITTEE MEMBERS ARE PRESENTED BY THE PRESIDENT OF THE BOARD AND THE GRAND MASTER. 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 TRUSTESS AND APPROVED BY 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. COMPENSATION IS SET BY THIS ORGANIZATION FOR THE TOP MANAGEMENT OFFICIAL. COMPENSATION FOR THE OTHER OFFICERS IS ESTABLISHED BY A RELATED ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS, GOVERNING/ORGANIZING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC AT THE CORPORATE OFFICE. GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA 1111 CALIFORNIA ST SAN FRANCISCO CA 94108 940487790 FRATERNAL ORGANIZATION CA 501(C)(10) N/A 0 CALIFORNIA MASONIC MEMORIAL TEMPLE 1111 CALIFORNIA ST SAN FRANCISCO CA 94108 941266937 SUPPORTING ORGANIZATION CA 501(C)(3) LINE 12B, II CALIFORNIA MASONIC FOUNDATION 0 CALIFORNIA MASONIC FOUNDATION 1111 CALIFORNIA ST SAN FRANCISCO CA 94108 237013074 CHARITABLE FOUNDATION SUPPORTING EDUCATIONAL AND COMMUNITY-BASED PROGRAMS CA 501(C)(3) LINE 7 GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA 0 MASONIC HOMES OF CALIFORNIA 34400 MISSION BLVD UNION CITY CA 94587 941156564 CONTINUING CARE AND RETIREMENT ACTIVITY CA 501(C)(3) LINE 7 GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA 0 NOB HILL MASONIC CENTER INC 1111 CALIFORNIA ST SAN FRANCISCO CA 94108 611511651 OPERATION OF MASONIC TEMPLE PARKING FACILITY CA N/A C 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA O 982550 BOOK / ACTUAL VALUE GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA P 262433 BOOK / ACTUAL VALUE GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA M 55525 BOOK / ACTUAL VALUE