Nonprofit · EIN 20-4688615
ACACIA CREEK A MASONIC SENIOR LIVING COMMUNITY AT UNION CITY
Tax-exempt · SAN FRANCISCO, CA 94108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $14,401,964 | $17,030,432 | -$2,628,468 | $84,429,696 | $155,990,386 | -$71,560,690 |
| October 31, 2024 | 990 | $14,096,048 | $16,331,318 | -$2,235,270 | $79,270,832 | $150,446,812 | -$71,175,980 |
| October 31, 2023 | 990 | $11,779,532 | $15,848,335 | -$4,068,803 | $81,515,656 | $152,566,139 | -$71,050,483 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $4,115,544
- Program service revenue
- $9,757,215
- Investment income
- $529,189
- Net gain from sales of assets
- $244,991
- Other revenue
- $16
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $415,516
- Other salaries and wages
- $3,987,971
- Salaries, compensation and benefits (total)
- $5,925,353
- Professional fundraising fees
- $0
- Legal fees
- $3,856
- Accounting fees
- $39,887
- Occupancy
- $1,304,928
- Travel
- $43,628
- Depreciation
- $2,976,379
- Program services (functional)
- $15,733,216
- Management and general (functional)
- $1,297,216
Balance sheet and other
- Total assets, start of year
- $79,270,832
- Total assets, end of year
- $84,429,696
- Total liabilities, end of year
- $155,990,386
- Net assets, end of year
- -$71,560,690
- Land, buildings and equipment
- $57,725,927
- Publicly traded securities
- $4,556,520
- Net assets without donor restrictions
- -$71,560,690
- Gross receipts
- $23,609,473
- Employees
- 104
- Volunteers
- 7
- Year formed
- 2006
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TERRY QUIGLEY | PRESIDENT & CEO Officer | 4 | $0 | $546,944 | $59,233 |
| ALLAN L CASALOU | GRAND SECRETARY Officer | 2.83 | $0 | $381,040 | $48,957 |
| CAROL R HUNTER | VP & CHIEF FINANCIAL OFFICER Officer | 2.87 | $0 | $329,025 | $39,808 |
| CHARLES W MAJOR | PRESIDENT (THRU 11/24) Officer | 40 | $257,637 | $0 | $36,091 |
| ANDREW D CAMERON | GENERAL COUNSEL Officer | 2.57 | $0 | $225,189 | $58,591 |
| CHRISTOPHER SMITH | CHIEF TECHNOLOGY OFFICER Officer | 5.44 | $0 | $231,584 | $44,450 |
| ANDREW UEHLING | CHIEF HUMAN RESOURCES OFFICER Officer | 5.31 | $0 | $223,620 | $34,848 |
| CAROLEE RODRIGO | LIFESTYLES MANAGER Highest-paid employee | 40 | $112,320 | $0 | $8,625 |
| SANDRA SIMON | EXECUTIVE DIRECTOR Officer | 40 | $37,581 | $0 | $0 |
| NARBEH BAGDASARIAN | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHARLES P CROSS | TREASURER (THRU 10/25) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STEVEN LESLIE YEFFA | TREASURER (START 10/25) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PETER A ACKERET | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HRAG BEKERIAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GARRETT S CHAN | DIRECTOR (THRU 10/25) Trustee or director | 1 | $0 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARTY M CUSING | DIRECTOR Trustee or director | 1 | $0 |
| STEPHAN DOOMANIS | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended October 31, 2024: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ALLAN L CASALOU | GRAND SECRETARY Officer | 2.63 | $0 | $415,212 | $51,453 |
| CAROL R HUNTER | VP & CHIEF FINANCIAL OFFICER Officer | 2.89 | $0 | $326,961 | $37,145 |
| CHARLES W MAJOR | PRESIDENT Officer | 40 | $276,399 | $0 | $34,241 |
| ANDREW UEHLING | CHIEF HUMAN RESOURCES OFFICER Officer | 5.31 | $0 | $271,030 | $29,417 |
| ANDREW D CAMERON | GENERAL COUNSEL Officer | 2.61 | $0 | $239,541 | $56,641 |
| CHRISTOPHER SMITH | CHIEF TECHNOLOGY OFFICER Officer | 5.59 | $0 | $233,090 | $41,812 |
| FERNANDO GAETA | CHEF DE CUISINE Highest-paid employee | 40 | $106,046 | $0 | $31,884 |
| CAROLEE RODRIGO | LIFESTYLES MANAGER Highest-paid employee | 40 | $110,815 | $0 | $8,361 |
| JEFFREY M SCHIMSKY | CHAIRMAN (THRU 10/24) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| NARBEH BAGDASARIAN | CHAIRMAN (START 10/24) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PETER A ACKERET | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID M ANDERSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HRAG BEKERIAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GARRETT S CHAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT PAUL CRUMMEY | DIRECTOR (THRU 04/24) Trustee or director | 1 | $0 | $0 | $0 |
| MARTY M CUSING | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEPHAN DOOMANIS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SUE FARROW | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SOPHIE HUDNUT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ARTHUR L SALAZAR JR | DIRECTOR (THRU 10/24) Trustee or director | 1 | $0 | $0 | $0 |
| SALLY WARD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHARLES P CROSS | TREASURER Officer | 1 | $0 | $0 | $0 |
990 for the year ended October 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ALLAN L CASALOU | SECRETARY Officer | 2.7 | $0 | $342,507 | $47,348 |
| ANDREW D CAMERON | GENERAL COUNSEL Officer | 2.6 | $0 | $260,702 | $56,587 |
| CHARLES W MAJOR | PRESIDENT Officer | 40 | $274,327 | $0 | $32,857 |
| THOMAS J BOYER THRU 0622 | CHIEF FINANCIAL OFFICER Key employee | 3 | $0 | $235,468 | $40,939 |
| MARTIN HERTER THRU 1222 | VICE PRESIDENT Officer | 40 | $181,901 | $0 | $26,881 |
| CAROL R HUNTER | CHIEF FINANCIAL OFFICER Officer | 3 | $0 | $164,195 | $10,090 |
| JEFFREY M SCHIMSKY | CHAIRMAN OF THE BOARD Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KENDALL R MILLS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID M ANDERSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARTY M CUSING | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SOPHIE HUDNUT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT PAUL CRUMMEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NARBEH BAGDASARIAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEPHAN P DOOMANIS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| G SEAN METROKA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PETER A ACKERET | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHARLES P CROSS | TREASURER Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1111 CALIFORNIA ST, SAN FRANCISCO, CA 94108-2252
- In care of
- % MASONIC HOMES OF CALIFORNIA
- Mailing address (990-N for 2008)
- 34400 MISSION BLVD, UNION CITY CA 94587
- Principal officer (990 for 2024)
- TERRY QUIGLEY, 1111 CALIFORNIA STREET, SAN FRANCISCO, CA 94108
- Principal officer (990-N for 2008)
- THOMAS BOYER, 1111 CALIFORNIA STREET, SAN FRANCISCO CA 94108
- Signed the 990
- CAROL HUNTER, VP & CHIEF FINANCIAL OFFICER
- Phone
- (510) 429-6479
- Website
- WWW.ACACIACREEK.ORG
- Return prepared by
- ARMANINO ADVISORY LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 20-4688615 or by the name ACACIA CREEK A MASONIC SENIOR LIVING COMMUNITY AT UNION CITY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
ACACIA CREEK ENRICHES THE INDEPENDENCE, WELL-BEING AND SECURITY OF SENIOR RESIDENTS THROUGH EXCEPTIONAL SERVICES AND EXCELLENT CARE BASED ON MASONIC VALUES.
Program accomplishments
- 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.Expenses $15,733,216 · revenue $9,757,215
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990 on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990 on file |
IRS record
- EIN
- 20-4688615
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2007
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P75)
- Assets (IRS master file)
- $84,429,696
- Income (IRS master file)
- $23,609,473
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $14,401,964 | $17,030,432 | $84,429,696 | XML |
| 990 | October 2024 | $14,096,048 | $16,331,318 | $79,270,832 | XML |
| 990 | October 2023 | $11,779,532 | $15,848,335 | $81,515,656 | XML |
| 990 | October 2022 | $9,473,125 | $12,985,080 | $80,273,874 | IRS |
| 990 | October 2021 | – | – | – | IRS |
| 990 | October 2020 | – | – | – | IRS |
| 990 | October 2019 | – | – | – | IRS |
| 990 | October 2018 | – | – | – | IRS |
| 990-N for 2008 Officer: THOMAS BOYER | December 31, 2008 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-4688615).
Questions about ACACIA CREEK A MASONIC SENIOR LIVING COMMUNITY AT UNION CITY
- What is the EIN of ACACIA CREEK A MASONIC SENIOR LIVING COMMUNITY AT UNION CITY?
- The employer identification number (EIN) of ACACIA CREEK A MASONIC SENIOR LIVING COMMUNITY AT UNION CITY is 20-4688615.
- Is ACACIA CREEK A MASONIC SENIOR LIVING COMMUNITY AT UNION CITY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to ACACIA CREEK A MASONIC SENIOR LIVING COMMUNITY AT UNION CITY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ACACIA CREEK A MASONIC SENIOR LIVING COMMUNITY AT UNION CITY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ACACIA CREEK A MASONIC SENIOR LIVING COMMUNITY AT UNION CITY due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ACACIA CREEK A MASONIC SENIOR LIVING COMMUNITY AT UNION CITY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended October 2025.
- Who is the principal officer of ACACIA CREEK A MASONIC SENIOR LIVING COMMUNITY AT UNION CITY?
- The 990 for the year ended October 31, 2025 names TERRY QUIGLEY.
- Who are the officers and directors of ACACIA CREEK A MASONIC SENIOR LIVING COMMUNITY AT UNION CITY?
- The 990 for the year ended October 31, 2025 lists 17 people; 3 received compensation from the organization.
- How much revenue does ACACIA CREEK A MASONIC SENIOR LIVING COMMUNITY AT UNION CITY have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $14,401,964, expenses of $17,030,432 and total assets of $84,429,696 at year end.
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