SOVEREIGN ORDER OF MALTA-WESTERN ASSOCIATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SOVEREIGN ORDER OF MALTA-WESTERN ASSOCIATION (EIN 23-7450840)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202431369349300713
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T23:44:36-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 CAMINO RAMON STE 350 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945835004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237450840 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOVEREIGN MILITARY ORDER OF MALTA | BusinessNameLine1Txt |
| Business Name Line2 | WESTERN ASSOCIATION-USA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOVE | BusinessNameControlTxt |
| Phone | 4157884550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 MIDDLEFIELD ROAD | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEN OLSEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4157884550 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KEN | PersonFirstNm |
| Person Last | OLSEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW PETROSKI | PreparerPersonNm |
| PTIN | P00853132 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2024-05-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | ROBERT R REDWITZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 MIDDLEFIELD ROAD | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,894,377 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | ORDEROFMALTAWESTERN.US | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SERVING THE POOR AND SICK AND PROMOTING THEIR GOD-GIVEN DIGNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 800 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,380,742 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,679,082 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $298,720 | PYInvestmentIncomeAmt |
| CY Investment Income | $233,401 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$14,508 | PYOtherRevenueAmt |
| CY Other Revenue | $26,878 | CYOtherRevenueAmt |
| PY Total Revenue | $5,664,954 | PYTotalRevenueAmt |
| CY Total Revenue | $3,939,361 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,568,879 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,378,028 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $802,084 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $750,459 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $248,699 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,651,219 | PYOtherExpensesAmt |
| CY Other Expenses | $2,215,281 | CYOtherExpensesAmt |
| PY Total Expenses | $6,022,182 | PYTotalExpensesAmt |
| CY Total Expenses | $4,343,768 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$357,228 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$404,407 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,683,531 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,621,332 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $606,225 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $827,968 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,077,306 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,793,364 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO REDUCE THE MISERY OF THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,329,306 | ExpenseAmt |
| Desc | PILGRIMAGESTHE LOURDES PILGRIMAGE PROGRAM IS AN ANNUAL EVENTS WHEREIN THE ORDER OF MALTA TAKES SEVERELY ILL (E.G., CANCER PATIENTS) TO LOURDES, FRANCE FOR A 10 DAY SPIRITUAL RETREAT. ALL EXPENSE ARE PAID FOR BY THE ORDER. DUE TO COVID, THERE WERE NO LOURDES PILGRIMAGES DURING 2020. DURING 2021, THERE WERE TWO LOURDES PILGRIMAGES. THE GUADALUPE PILGRIMAGE PROGRAM IS AN ANNUAL EVENT WHEREIN THE ORDER OF MALTA TRAVELS TO MEXICO CITY TO PARTICIPATE WITH THE ORDER OF MALTA MEXICAN ASSOCIATION TO WORK WITH FAMILIES AND CHILDREN IN VARIOUS CHARITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,378,028 | ExpenseAmt |
| Grant | $1,378,028 | GrantAmt |
| Revenue | $13,503 | RevenueAmt |
| Desc | GRANTSTHE HOSPITALLER PROGRAM DISTRIBUTES MONEY RAISED FOR FEEDING, CLOTHING AND CARING FOR THE POOR, ELDERLY, AND SICK. AFTER THE HOSPITALLER COMMITTEE REVIEWS THE REQUESTS FOR FUNDING, MONEY IS GRANTED TO VARIOUS ORGANIZATIONS THAT SUBMITTED THEIR APPLICATIONS. THE ORDER OF MALTA CONTRIBUTES ADDITIONAL FUNDS OVER WHAT IS RAISED DURING THEIR FUND RAISING DRIVE. IN ADDITION, INDIVIDUALS SENT FUNDS SEPARATELY REQUESTING THE ORDER TO SEND FUNDS TO ORGANIZATIONS SUPPORTED AND APPROVED OF BY THE ORDER. THE ORDER ALSO PROVIDES ADDITIONAL MONEY TO HELP SUPPORT CENTERS BUILT BY AND SUPPORTED LARGELY BY THE ORDER OF MALTA WITHIN AND OUTSIDE THE UNITED STATES. THE ORGANIZATION FUNDS THE INTERNATIONAL ORGANIZATIONS THROUGH US BASED ORGANIZATIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $279,657 | ExpenseAmt |
| Desc | INVESTITURE AND MEMBERSHIPTHE MEMBERSHIP AND INVESTITURE PROGRAM TAKES PLACE ON A YEARLY BASIS. AN INDIVIDUAL INTERESTED IN MEMBERSHIP MUST BE SUPPORTED BY 2 EXISTING MEMBERS IN GOOD STANDING WITHIN THE ORDER OF MALTA. EACH APPLICATION IS REVIEWED BY THE EXECUTIVE COMMITTEE TO SEE IF THE CANDIDATE IS A GOOD FIT FOR THE ORGANIZATION. ONCE THEY ARE APPROVED, A 2 DAY ORIENTATION TAKES PLACE FOR THEM TO LEARN OF THE HISTORY, CULTURE AND RESPONSIBILITIES OF BEING A MEMBER IN OUR ORGANIZATION. ONCE THE CANDIDATE IS APPROVED BY ROME THEY ARE ABLE TO ATTEND THE INVESTITURE EVENT. EACH CANDIDATE IS THEN FORMALLY INVITED TO BE INVESTED IN TO THE ORDER OF MALTA IN AN INVESTITURE SERVICE AND MASS EACH JUNE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $170,233 | ExpenseAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $170,233 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $3,157,224 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT R REDWITZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4157884550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 MIDDLEFIELD ROAD | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| KENNETH OLSEN | |||||||
| PRESIDENT/EXECUTIVE DIRECTOR | 25.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY JEFFRIES | |||||||
| CHANCELLOR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN MADDEN | |||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GENE KATES | |||||||
| SECRETARY | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MIKE PSOMAS | |||||||
| HOSPITALLER SOUTH | 15.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE BLACH | |||||||
| HOSPITALLER NORTH | 15.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS ALDERS | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ALMA ARREDONDO | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID BARCA | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDY DEVOTO | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM DUNN | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN FIELD | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| VICTOR GIACALONE | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MIRIAM GRANEY | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN JEROME | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLOTTE KIESEL | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MSGR STEVE OTELLINI | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JON REWINSKI | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH RYAN | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM SANGIACOMO | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK TIERNAN | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL TOSETTI | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN SYLVIA | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JO ANN VESCO | |||||||
| MANAGER | 40.00 | $145,371 | $0 | $17,842 | Yes (X) | ||
| GABBY CABRERA | |||||||
| CONTROLLER | 40.00 | $101,150 | $0 | $22,850 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $246,521 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $40,692 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,679,082 | AllOtherContributionsAmt |
| Noncash Contributions | $18,411 | NoncashContributionsAmt |
| Total Contributions | $3,679,082 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $256,204 | TotalRevenueColumnAmt |
| Exclusion | $256,204 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,862,744 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,885,547 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$22,803 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$22,803 | TotalRevenueColumnAmt |
| Exclusion | -$22,803 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $64,410 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $69,469 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,059 | TotalRevenueColumnAmt |
| Exclusion | -$5,059 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $13,503 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,503 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,503 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $18,434 | TotalRevenueColumnAmt |
| Exclusion | $18,434 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $18,434 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,939,361 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,503 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $246,776 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,348,028 | TotalAmt |
| Program Services | $1,348,028 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
| Program Services | $30,000 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $587,223 | TotalAmt |
| Program Services | $199,656 | ProgramServicesAmt |
| Management And General | $340,589 | ManagementAndGeneralAmt |
| Fundraising | $46,978 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,453 | TotalAmt |
| Program Services | $40,954 | ProgramServicesAmt |
| Management And General | $69,863 | ManagementAndGeneralAmt |
| Fundraising | $9,636 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,783 | TotalAmt |
| Program Services | $14,546 | ProgramServicesAmt |
| Management And General | $24,814 | ManagementAndGeneralAmt |
| Fundraising | $3,423 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,775 | TotalAmt |
| Management And General | $68,775 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,866 | TotalAmt |
| Management And General | $65,866 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,360 | TotalAmt |
| Program Services | $73,810 | ProgramServicesAmt |
| Management And General | $6,333 | ManagementAndGeneralAmt |
| Fundraising | $39,217 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,376 | TotalAmt |
| Program Services | $24,937 | ProgramServicesAmt |
| Management And General | $75,439 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,907 | TotalAmt |
| Program Services | $14,491 | ProgramServicesAmt |
| Management And General | $130,416 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,088,027 | TotalAmt |
| Program Services | $1,086,877 | ProgramServicesAmt |
| Management And General | $1,150 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,109 | TotalAmt |
| Program Services | $80,109 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| EVENT COSTS | $362,298 | $212,853 | $149,445 | |
| MISCELLANEOUS | $132,181 | $30,963 | $101,218 | |
| BANK AND CREDIT CARD FE | $53,382 | $53,382 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,343,768 | TotalAmt |
| Program Services | $3,157,224 | ProgramServicesAmt |
| Management And General | $937,845 | ManagementAndGeneralAmt |
| Fundraising | $248,699 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,312,968 | BOYAmt |
| EOY | $1,886,937 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,863 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,542 | BOYAmt |
| EOY | $19,374 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,622 | BOYAmt |
| EOY | $110,410 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $707,700 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $707,700 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,260,399 | BOYAmt |
| EOY | $10,892,048 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,683,531 | BOYAmt |
| EOY | $13,621,332 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $586,422 | BOYAmt |
| EOY | $808,612 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,803 | BOYAmt |
| EOY | $19,356 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $606,225 | BOYAmt |
| EOY | $827,968 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,146,563 | BOYAmt |
| EOY | $3,740,826 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,930,743 | BOYAmt |
| EOY | $9,052,538 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,077,306 | BOYAmt |
| EOY | $12,793,364 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,683,531 | BOYAmt |
| EOY | $13,621,332 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$404,407 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,108,192 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $12,273 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,082,671 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,101,493 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,786,007 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,380,742 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,679,082 | CurrentTaxYearAmt |
| Total | $20,029,995 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,082,671 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,101,493 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,786,007 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,380,742 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,679,082 | CurrentTaxYearAmt |
| Total | $20,029,995 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $510,890 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,519,105 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $399,764 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $479,131 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $176,583 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $230,171 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $256,204 | CurrentTaxYearAmt |
| Total | $1,541,853 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,731 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $316,429 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,121 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,631 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,434 | CurrentTaxYearAmt |
| Total | $426,346 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $21,998,194 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $13,503 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.88730 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87850 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,756,870 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $471,526 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $104,619 | OtherExpendituresAmt |
| Administrative Expenses | $71,239 | AdministrativeExpensesAmt |
| End Year Balance | $9,052,538 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,809,101 | BeginningYearBalanceAmt |
| Contributions | $763,332 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,414,563 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $401,000 | OtherExpendituresAmt |
| End Year Balance | $8,756,870 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,420,823 | BeginningYearBalanceAmt |
| Contributions | $46,903 | ContributionsAmt |
| Investment Earnings Or Losses | $1,724,375 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $383,000 | AdministrativeExpensesAmt |
| End Year Balance | $9,809,101 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,307,008 | BeginningYearBalanceAmt |
| Contributions | $100,789 | ContributionsAmt |
| Investment Earnings Or Losses | $384,526 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $371,500 | AdministrativeExpensesAmt |
| End Year Balance | $8,420,823 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,113,604 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $568,404 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $375,000 | AdministrativeExpensesAmt |
| End Year Balance | $8,307,008 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.77010 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22990 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $707,700 | OtherCostOrOtherBasisAmt |
| Book Value | $707,700 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $707,700 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $19,356 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $19,356 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | ENDOWMENT FUNDS ARE USED TO SUPPORT PROGRAMS OFFERED BY THE ORDER. THESE PROGRAMS ARE DESIGNED TO ASSIST THE SICK OR POOR AND TO FEED THE HUNGRY. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | GRANTS | $30,000 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | PROGRAM | $80,109 | HEAD TAX PAYMENTS TO GRAND MAGISTRY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $110,109 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $110,109 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RegionTxt |
| Purpose Of Grant | DISASTER RELIEF | PurposeOfGrantTxt |
| Cash Grant | $30,000 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | ALL GRANTS OUTSIDE THE UNITED STATES ARE TO ENTITIES APPROVED BY THE SOVEREIGN ORDER OF MALTA, THE PARENT OF THE ORGANIZATION, AND SUBJECT TO FULL ACCOUNTING AND MANAGERIAL OVERSIGHT. MEMBERS OF THE ORGANIZATION SERVE WITH OTHERS ON THE GOVERNING BOARDS OF THE ORDER OF MALTA ENTITIES OUTSIDE THE UNITED STATES. |
| PART I, LINE 3: | IN ACCORDANCE WITH IRS INSTRUCTIONS, ALL AMOUNTS REPORTED IN PARTS I AND II OF SCHEDULE F ARE REPORTED USING THE ACCRUAL BASIS OF ACCOUNTING WHICH IS THE SAME METHOD OF ACCOUNTING USED IN THE FINANCIAL STATEMENTS. |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $64,410 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $64,410 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $57,699 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $8,700 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $3,070 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $64,410 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $64,410 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $57,699 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $8,700 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,070 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $69,469 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$5,059 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (37 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ANDRE HOUSE | ||||||||
| PO BOX 2014 | PHOENIX | AZ | 85001 | 860717841 | 501(C)(3) | $25,000 | $0 | FOOD SERVICES |
| CARMEL MISSION - BITTEN FALGE PROGRAM | ||||||||
| 3080 RIO ROAD | CARMEL | CA | 93923 | 941658139 | 501(C)(3) | $25,000 | $0 | FOOD PANTRY |
| CATHOLIC CHARITIES O C | ||||||||
| 1820 E 16TH ST | SANTA ANA | CA | 92701 | 953031389 | 501(C)(3) | $10,000 | $0 | FOOD SERVICES |
| CATHOLIC CHARITIES ST CLARA | ||||||||
| 2625 ZANKER ROAD | SAN JOSE | CA | 95134 | 942762269 | 501(C)(3) | $15,000 | $0 | ELDERLY |
| CIRCLE THE CITY | ||||||||
| 300 W CLARENDON AVE SUITE 200 | PHOENIX | AZ | 85013 | 262420730 | 501(C)(3) | $35,000 | $0 | HEALTHCARE SERVICES |
| CROSIER FATHERS AND BROTHERS | ||||||||
| CROSIER FATHERS AND BROTHERS | PHOENIX | AZ | 85040 | 351300292 | 501(C)(3) | $25,000 | $0 | PRISON MINISTRY |
| FR SERRA'S FOOD PANTRY | ||||||||
| 31520 CAMINO CAPISTRANO | SAN JUAN CAPISTRANO | CA | 92675 | 951904079 | 501(C)(3) | $15,000 | $0 | FOOD SERVICES |
| HOLY FAMILY CLINIC PS | ||||||||
| 21810 WILLAMETTE DRIVE SUITE 200 | WESST LINN | OR | 97068 | 850736611 | 501(C)(3) | $25,000 | $0 | HEALTHCARE SERVICES |
| HOLY FAMILY DAY HOME | ||||||||
| 299 DOLORES ST | SAN FRANCISCO | CA | 94103 | 941156492 | 501(C)(3) | $15,000 | $0 | FOOD PANTRY |
| HOLY FAMILY HOSPITAL | ||||||||
| 2000 P ST NW STE 310 | WASHINGTON | DC | 20036 | 522050117 | 501(C)(3) | $200,000 | $0 | HEALTHCARE SERVICES |
| HOME FIRST SERVICES | ||||||||
| 507 VALLEY WAY | MILPITAS | CA | 95035 | 942684272 | 501(C)(3) | $15,000 | $0 | FOOD SERVICES |
| LIFEMOVES | ||||||||
| 181 CONSTITUTION | MENLO PARK | CA | 94025 | 770160469 | 501(C)(3) | $15,000 | $0 | HOMELESS |
| LITTLE SISTERS OF THE POOR | ||||||||
| 300 LAKE STREET | SAN FRANCISCO | CA | 94118 | 941156552 | 501(C)(3) | $20,000 | $0 | ELDERLY SERVICES |
| MALTESER INTL - AMERICAS | ||||||||
| 1010 FIRST AVE STE 1350 | NEW YORK | NY | 100224134 | 263701623 | 501(C)(3) | $100,000 | $0 | DISASTER RELIEF |
| MARTHA'S KITCHEN | ||||||||
| 311 WILLOW ST | SAN JOSE | CA | 95110 | 912091094 | 501(C)(3) | $15,000 | $0 | FOOD SERVICES |
| MATT TALBOT CENTER | ||||||||
| 2313 THIRD AVE | SEATTLE | WA | 98121 | 911585652 | 501(C)(3) | $10,000 | $0 | HEALTHCARE |
| MISSIONARIES OF CHARITY | ||||||||
| 312 29TH ST | SAN FRANCISCO | CA | 94131 | 501(C)(3) | $10,000 | $0 | FOOD SERVICES | |
| MOST HOLY REDEEMER | ||||||||
| 100 DIAMOND ST | SAN FRANCISCO | CA | 94114 | 941156774 | 501(C)(3) | $10,000 | $0 | FOOD SERVICES |
| ORDER OF MALTA - LEGAL CLINIC | ||||||||
| 2121 HARRISON ST 100 | OAKLAND | CA | 94612 | 850981887 | 501(C)(3) | $25,000 | $0 | LEGAL CLINIC SERVICES |
| ORDER OF MALTA NORTHERN CALIFORNIA CLINIC | ||||||||
| 2121 HARRISON ST 110 | OAKLAND | CA | 94612 | 205969389 | 501(C)(3) | $155,000 | $0 | HEALTHCARE SERVICES |
| POVERELLO HOUSE TUCSON | ||||||||
| PO BOX 50782 | TUCSON | AZ | 85703 | 273500868 | 501(C)(3) | $10,000 | $0 | HOMELESS |
| SACRAMENTO BISHOP GALLEGOS MATERNITY HOME | ||||||||
| PO BOX 221155 | SACRAMENTO | CA | 95822 | 680315971 | 501(C)(3) | $6,969 | $0 | WOMEN'S SERVICES |
| SACRED HEART SHELTER | ||||||||
| 232 WARREN AVE NORTH | SEATTLE | WA | 98109 | 911585652 | 501(C)(3) | $18,000 | $0 | HOMELESS |
| ST DOMINIC'S PARISH | ||||||||
| 2390 BUSH STREET | SAN FRANCISCO | CA | 94115 | 940830425 | 501(C)(3) | $20,000 | $0 | DIGNITY OUTREACH |
| ST FRANCIS CENTER-LOS ANGELES | ||||||||
| 1835 SOUTH HOPE ST | LOS ANGELES | CA | 90015 | 954479271 | 501(C)(3) | $19,900 | $0 | FOOD SERVICES |
| ST FRANCIS HOUSE - SEATTLE | ||||||||
| 169 12TH AVE | SEATTLE | WA | 98112 | 910923112 | 501(C)(3) | $13,500 | $0 | HOMELESS |
| ST HILARY'S PARISH | ||||||||
| 761 HILARY DR | TIBURON | CA | 94920 | 530196617 | 501(C)(3) | $18,000 | $0 | DIGNITY OUTREACH |
| ST JAMES CATHEDRAL | ||||||||
| 804 NINTH AVENUE | SEATTLE | WA | 98104 | 910567738 | 501(C)(3) | $35,000 | $0 | HOMELESS |
| ST MARY'S CENTER - OAKLAND | ||||||||
| 925 BROCKHURST ST | OAKLAND | CA | 94608 | 680172229 | 501(C)(3) | $11,000 | $0 | ELDERLY SERVICES |
| ST NORBERT'S FOOD BAGGING & DISTRIBUTION | ||||||||
| 300 E TAFT AVE | ORANGE | CA | 92865 | 952407525 | 501(C)(3) | $10,000 | $0 | FOOD SERVICES |
| ST PETER ITALIAN CHURCH | ||||||||
| 1039 N BROADWAY | LOS ANGELES | CA | 90012 | 952225770 | 501(C)(3) | $16,000 | $0 | HOMELESS |
| SVDP - CATHERINE'S CENTER | ||||||||
| 50 NORTH B STREET | SAN MATEO | CA | 94401 | 941375833 | 501(C)(3) | $10,000 | $0 | WOMEN'S SERVICES |
| SVDP - CONTRA COSTA COUNTY | ||||||||
| 971 OHARA AVE | OAKLEY | CA | 94561 | 501(C)(3) | $11,000 | $0 | HOMELESS | |
| SVDP - PHOENIX | ||||||||
| PO BOX 13600 | PHOENIX | AZ | 85002 | 860096789 | 501(C)(3) | $25,000 | $0 | DENTAL AND PHARMACY |
| SVDP OZANAM MANOR | ||||||||
| 420 W WATKINS RD | PHOENIX | AZ | 85003 | 860096789 | 501(C)(3) | $15,500 | $0 | HOMELESS |
| THE INSTITUTE FOR HUMAN SERVICES | ||||||||
| 546 KAAAHI ST | HONOLULU | HI | 96817 | 990199107 | 501(C)(3) | $12,000 | $0 | FOOD SERVICES |
| WELLSPRING WOMEN'S CENTER | ||||||||
| PO BOX 5728 | SACRAMENTO | CA | 95817 | 911752615 | 501(C)(3) | $11,400 | $0 | WOMEN'S SERVICES |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PERFORMS DUE DILIGENCE TO ENSURE THAT EACH RECIPIENT IS QUALIFIED AS A RULE 501(C)(3) ENTITY, HAS AN EIN, AND FILES A 990 RETURN ANNUALLY. GRANT REQUEST FORMS MUST BE SUBMITTED TO THE ORGANIZATION BEFORE A GRANT REQUEST IS APPROVED. THE MEMBERS OF THE ORGANIZATION REGULARLY SERVE AS VOLUNTEERS AT ALL ENTITIES, AND MEMBERS ON THE HOSPITALLER COMMITTEE VISIT EACH GRANT APPLICANT IN PERSON TO INSPECT THEIR CHARITABLE ACTVITIES AT LEAST ANNUALLY. HOSPITALLER COMMITTEE RECOMENDATIONS MUST BE APPROVED BY THE BOARD OF DIRECTORS, WHICH ENSURES THAT THE ENTITY IS USING THE FUNDS TO SERVE THE NEEDY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JO ANN VESCO | PersonNm |
| Title | MANAGER | TitleTxt |
| Base Compensation Filing Org | $145,371 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $7,759 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $10,083 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $163,213 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORDER HAS MEMBERS. MEMBERSHIP IS LIMITED TO PERSONS OF THE ROMAN CATHOLIC FAITH WHO ARE KNIGHTS, DAMES, CHAPLAINS, OR DONATS OF THE ORDER. MEMBERS MUST BE RESIDENTS OF A STATE OF THE UNITED STATES WITHIN THE TERRITORIAL JURISDICTION OF THE CORPORATION AS SPECIFIED IN ITS CONSTITUTION AND CHARTER. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS VOTE FOR ELECTED OFFICERS WHO HOLD OFFICE FOR THREE YEARS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE VOTE OF A MAJORITY OF THE VOTES CAST BY THE MEMBERS SHALL BE NECESSARY IN ORDER TO AMEND THE BYLAWS. THE BOARD OF DIRECTORS AND A MAJORITY OF THE MEMBERS OF THE ASSOCIATION MAY VOTE TO DISSOLVE THE ASSOCIATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | A PROFESSIONAL CPA FIRM PREPARES THE FEDERAL FORM 990; THEN THE DRAFT VERSION OF THE FEDERAL FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE AND THE ORGANIZATION'S OFFICERS. THE AUDIT COMMITTEE REVIEWS IT AND IT IS MADE AVAILABLE FOR INSPECTION AND DISCUSSION AT THE BOARD OF DIRECTORS MEETING BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT THE MEETINGS OF THE BOARD OF DIRECTORS, WHICH ARE HELD AT LEAST QUARTERLY, THE OFFICERS OF THE ORGANIZATION ARE RESPONSIBLE FOR REPORTING ALL POTENTIAL CONFLICTS OF INTEREST FOR RESOLUTION BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 15 | ALL OFFICERS ARE VOLUNTEERS AND WORK WITHOUT ANY COMPENSATION. THE ORDER PERFORMS IN-DEPTH SEARCH TO FILL JOB OPENINGS AND SET COMPENSATION FOR KEY EMPLOYEES BASED ON OBJECTIVE THIRD-PARTY DATA. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORDER PUBLISHES ITS FINANCIALS TO ALL MEMBERS AND TO ANYONE WHO REQUESTS SUCH INFORMATION. POLICIES ARE REVIEWED EACH YEAR BY THE BOARD OF DIRECTORS. INFORMATION ON POLICIES AND PROCEDURES IS PROVIDED TO ALL MEMBERS. |
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