SOVEREIGN ORDER OF MALTA-WESTERN ASSOCIATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SOVEREIGN ORDER OF MALTA-WESTERN ASSOCIATION (EIN 23-7450840)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-02-05
- IRS object ID
- 202620369349301307
- Schema version
- 2024v5.5
- 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 | 2026-02-05T10:30:00-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | 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 ADVISORY LLC | 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 | 2024-07-01 | 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 | JOHN SYLVIA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4157884550 | PhoneNum |
| Signature | 2026-02-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | 2026-02-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN SYLVIA | 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 | $5,345,565 | 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 | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 900 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,460,984 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,702,395 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $75,850 | CYProgramServiceRevenueAmt |
| PY Investment Income | $208,916 | PYInvestmentIncomeAmt |
| CY Investment Income | $373,205 | CYInvestmentIncomeAmt |
| PY Other Revenue | $83,141 | PYOtherRevenueAmt |
| CY Other Revenue | $131,654 | CYOtherRevenueAmt |
| PY Total Revenue | $4,753,041 | PYTotalRevenueAmt |
| CY Total Revenue | $5,283,104 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,166,548 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,220,571 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $641,264 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $657,878 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $7,904 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $56,318 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,990,482 | PYOtherExpensesAmt |
| CY Other Expenses | $3,128,533 | CYOtherExpensesAmt |
| PY Total Expenses | $4,806,198 | PYTotalExpensesAmt |
| CY Total Expenses | $5,006,982 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$53,157 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $276,122 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,739,302 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,936,264 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $357,923 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $199,654 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,381,379 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,736,610 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SERVING THE POOR AND SICK AND PROMOTING THEIR GOD-GIVEN DIGNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,672,327 | ExpenseAmt |
| Desc | PILGRIMAGESIN FY25, FIVE PILGRIMAGES TOOK PLACE: LOURDES, TEEN LOURDES, GUADALUPE, LADY OF CHAMPION, AND EL CAMINO PILGRIMAGE.THE 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.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.THE LADY OF CHAMPION PILGRIMAGE IS AN ANNUAL, 3-DAY SPIRITUAL RETREAT COORDINATED BY OUR MEMBERS AND STAFF IN AUGUST TO CHAMPION, WI. THE EL CAMINO PILGRIMAGE IS A 10-DAY SPIRITUAL RETREAT TO MADRID, SPAIN IN SEPTEMBER. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,124,482 | ExpenseAmt |
| Grant | $1,089,249 | GrantAmt |
| 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $375,821 | ExpenseAmt |
| Revenue | $75,850 | RevenueAmt |
| 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 | $197,591 | ExpenseAmt |
| Grant | $131,322 | GrantAmt |
| Desc | OTHER DIRECT PROGRAMSTHE HYGIENE KIT PROGRAM TAKES PLACE ALL YEAR. MEMBERS GET TOGETHER AT THE LOCAL LEVEL TO PUT TOGETHER HYGIENE KITS AND DISTRIBUTE THEM TO THE HOMELESS WITHIN THEIR COMMUNITY. WORLD DAY OF THE SICK IS AN ANNUAL EVENT IN JANUARY, MEMBERS ORGANIZE LOCAL MASSES AND EVENTS FOR THE SICK AND DISTRIBUTE HOLY WATER TO ALL PARISHIONERS. MEMBERS ALSO DISTRIBUTE ADVENT REFLECTIONS DURING DECEMBER. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $197,591 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $131,322 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $3,370,221 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | Yes (1) | 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 | 29 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 9 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT R REDWITZ | PersonNm |
| 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 (26 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 |
|---|---|---|---|---|---|---|---|
| TIMOTHY JEFFRIES | |||||||
| CHANCELLOR (THRU 12/24) | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN SYLVIA | |||||||
| PRESIDENT | 25.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KEN OLSEN | |||||||
| PRESIDENT (THRU 12/24) | 25.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT R REDWITZ | |||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WADE HUGHAN | |||||||
| SECRETARY GENERAL | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GENE KATES | |||||||
| SECRETARY (THRU 12/24) | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHRIS ALDERS | |||||||
| BOARD MEMBER (THRU 12/24) | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ALMA ARREDONDO | |||||||
| BOARD MEMBER (THRU 12/24) | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID BARCA | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE BLACH | |||||||
| BOARD MEMBER | 15.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDY DEVOTO | |||||||
| BOARD MEMBER (THRU 12/24) | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM DUNN | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| FR THOMAS ALFRED ENNEKING | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN FIELD | |||||||
| BOARD MEMBER (THRU 12/24) | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| VIC GIACALONE | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MIRIAM GREANEY | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE JEROME | |||||||
| BOARD MEMBER (THRU 12/24) | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLOTTE KIESEL | |||||||
| BOARD MEMBER (THRU 12/24) | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JEANNE O'BRIEN | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE PSOMAS | |||||||
| BOARD MEMBER | 15.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE RYAN | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH RYAN | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES SANGIACOMO | |||||||
| BOARD MEMBER (THRU 12/24) | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MIRIAM SCHOLTE | |||||||
| BOARD MEMBER (THRU 12/24) | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK TIERNAN | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSEMARY HALLACY | |||||||
| PROGRAM DIRECTOR | 40.00 | $114,559 | $0 | $31,093 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $114,559 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $31,093 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AUDIT PREP SERVCIES LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4660 LA JOLLA VILLAGE DRIVE SUITE | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ACCOUNTING SERVICES | ServicesDesc |
| Compensation | $153,143 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,702,395 | AllOtherContributionsAmt |
| Noncash Contributions | $41,453 | NoncashContributionsAmt |
| Total Contributions | $4,702,395 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTITURE GALA | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $75,850 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $75,850 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $75,850 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $313,852 | TotalRevenueColumnAmt |
| Exclusion | $313,852 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $115,134 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $55,781 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $59,353 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,353 | TotalRevenueColumnAmt |
| Exclusion | $59,353 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $9,920 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $6,680 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,240 | TotalRevenueColumnAmt |
| Exclusion | $3,240 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETREAT INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $128,414 | TotalRevenueColumnAmt |
| Exclusion | $128,414 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $128,414 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,283,104 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $75,850 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $504,859 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,069,249 | TotalAmt |
| Program Services | $1,069,249 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,322 | TotalAmt |
| Program Services | $141,322 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $519,325 | TotalAmt |
| Program Services | $135,552 | ProgramServicesAmt |
| Management And General | $345,487 | ManagementAndGeneralAmt |
| Fundraising | $38,286 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,244 | TotalAmt |
| Program Services | $5,849 | ProgramServicesAmt |
| Management And General | $12,222 | ManagementAndGeneralAmt |
| Fundraising | $1,173 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,927 | TotalAmt |
| Program Services | $22,807 | ProgramServicesAmt |
| Management And General | $46,102 | ManagementAndGeneralAmt |
| Fundraising | $5,018 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,382 | TotalAmt |
| Program Services | $11,166 | ProgramServicesAmt |
| Management And General | $30,742 | ManagementAndGeneralAmt |
| Fundraising | $3,474 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,568 | TotalAmt |
| Management And General | $12,568 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,669 | TotalAmt |
| Management And General | $82,669 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,565 | TotalAmt |
| Management And General | $80,565 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,605 | TotalAmt |
| Program Services | $82,307 | ProgramServicesAmt |
| Management And General | $58,931 | ManagementAndGeneralAmt |
| Fundraising | $8,367 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,905 | TotalAmt |
| Program Services | $44,133 | ProgramServicesAmt |
| Management And General | $121,772 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,145 | TotalAmt |
| Management And General | $40,145 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,514 | TotalAmt |
| Program Services | $10,492 | ProgramServicesAmt |
| Management And General | $38,022 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,381,381 | TotalAmt |
| Program Services | $1,376,303 | ProgramServicesAmt |
| Management And General | $5,078 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,802 | TotalAmt |
| Management And General | $57,802 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,039 | TotalAmt |
| Management And General | $41,039 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EVENT COSTS | $550,127 | $420,996 | $129,131 |
| MAGISTRY DUES | $275,792 | $275,792 | |
| BANK AND CC FEES | $74,587 | $74,587 | |
| OTHER PROGRAM EXPENSES | $35,233 | $35,233 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,601 | TotalAmt |
| Program Services | $4,812 | ProgramServicesAmt |
| Management And General | $127,789 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,006,982 | TotalAmt |
| Program Services | $3,370,221 | ProgramServicesAmt |
| Management And General | $1,580,443 | ManagementAndGeneralAmt |
| Fundraising | $56,318 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,310,590 | BOYAmt |
| EOY | $1,258,028 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $109,131 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,552 | BOYAmt |
| EOY | $192,395 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,156,000 | BOYAmt |
| EOY | $1,132,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,100 | BOYAmt |
| EOY | $26,497 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,624 | BOYAmt |
| EOY | $97,192 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $883,005 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $107,589 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $781,742 | BOYAmt |
| EOY | $775,416 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,069,694 | BOYAmt |
| EOY | $13,345,605 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,739,302 | BOYAmt |
| EOY | $16,936,264 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $331,178 | BOYAmt |
| EOY | $181,321 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,212 | BOYAmt |
| EOY | $18,333 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,533 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $357,923 | BOYAmt |
| EOY | $199,654 | 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 | $4,062,859 | BOYAmt |
| EOY | $4,482,098 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,318,520 | BOYAmt |
| EOY | $12,254,512 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,381,379 | BOYAmt |
| EOY | $16,736,610 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,739,302 | BOYAmt |
| EOY | $16,936,264 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $276,122 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,079,109 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| 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 | $3,786,007 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,380,742 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,679,082 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,460,984 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,702,395 | CurrentTaxYearAmt |
| Total | $22,009,210 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,786,007 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,380,742 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,679,082 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,460,984 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,702,395 | CurrentTaxYearAmt |
| Total | $22,009,210 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $494,297 | SubstantialContributorsTotAmt |
| Public Support Total170 | $21,514,913 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $176,583 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $230,171 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $256,204 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $272,819 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $313,852 | CurrentTaxYearAmt |
| Total | $1,249,629 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,121 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,631 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,434 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $89,582 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $128,414 | CurrentTaxYearAmt |
| Total | $287,182 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $23,546,021 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $111,516 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.91370 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89230 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,010,311 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,092,117 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $410,000 | OtherExpendituresAmt |
| End Year Balance | $10,692,428 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,123,777 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,328,534 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $442,000 | OtherExpendituresAmt |
| End Year Balance | $10,010,311 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
| End Year Balance | $9,123,777 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| 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 |
| Other Expenditures | $383,000 | OtherExpendituresAmt |
| End Year Balance | $9,809,101 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00670 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.65700 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.33630 | 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 | $859,165 | OtherCostOrOtherBasisAmt |
| Depreciation | $104,374 | DepreciationAmt |
| Book Value | $754,791 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,840 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,215 | DepreciationAmt |
| Book Value | $20,625 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $775,416 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,281,648 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,079,109 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,079,109 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,202,539 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $80,565 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $80,565 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,283,104 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,926,417 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,926,417 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $80,565 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $80,565 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,006,982 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | 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. |
| PART X, LINE 2: | THE ORDER IS A QUALIFIED RELIGIOUS ORGANIZATION EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. ACCORDINGLY, IT IS EXEMPT FROM FEDERAL AND CALIFORNIA INCOME TAXES AND IS NOT LIABLE FOR FEDERAL UNEMPLOYMENT TAXES. THE ORDER HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2025, THE ORDER DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM | HEAD TAX PAYMENTS TO GRAND MAGISTRY | $275,792 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTS | $10,000 |
| 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 | $285,792 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $285,792 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | RegionTxt |
| Purpose Of Grant | FOREIGN DISASTER RELIEF THROUGH A DOMESTIC CHARITY TO FOREIGN ASSOCIATE | PurposeOfGrantTxt |
| Cash Grant | $10,000 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | BOOK | ValuationMethodUsedDesc |
| 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 (2 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 PART I OF SCHEDULE F ARE REPORTED USING THE ACCRUAL BASIS OF ACCOUNTING WHICH IS THE SAME METHOD OF ACCOUNTING USED IN THE FINANCIAL STATEMENTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (38 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| ANDRE HOUSE | ||||||||||
| PO BOX 2014 | PHOENIX | AZ | 85001 | 860717841 | 501(C)(3) | $30,000 | $0 | FOOD SERVICES | ||
| BISHOP GALLEGOS MATERNITY HOME | ||||||||||
| PO BOX 221155 | SACRAMENTO | CA | 95822 | 680315971 | 501(C)(3) | $7,600 | $0 | WOMEN'S SERVICES | ||
| CARMEL MISSION - BITTEN FALGE PROGRAM | ||||||||||
| 3080 RIO ROAD | CARMEL | CA | 93923 | 941658139 | 501(C)(3) | $20,000 | $0 | FOOD PANTRY | ||
| CATHOLIC CHARITIES OF ORANGE COUNTY-DORIS | ||||||||||
| 12141 S LEWIS ST | GARDEN GROVE | CA | 92840 | 953031389 | 501(C)(3) | $12,000 | $0 | FOOD SERVICES | ||
| CHRIST IN THE CITY | ||||||||||
| 3401 NORTH PECOS ST | DENVER | CO | 80211 | 274663181 | 501(C)(3) | $17,000 | $0 | FOOD SERVICES | ||
| CIRCLE THE CITY | ||||||||||
| 300 W CLARENDON AVE SUITE 200 | PHOENIX | AZ | 85013 | 262420730 | 501(C)(3) | $20,000 | $0 | HEALTHCARE SERVICES | ||
| CROSIER FATHERS AND BROTHERS | ||||||||||
| 717 E SOUTHERN AVE | PHOENIX | AZ | 85040 | 351300292 | 501(C)(3) | $25,000 | $0 | PRISON MINISTRY | ||
| HOLY FAMILY CATHOLIC CLINIC | ||||||||||
| 21810 WILLAMETTE DRIVE SUITE 200 | WEST LINN | OR | 97068 | 850736611 | 501(C)(3) | $25,000 | $0 | HEALTHCARE SERVICES | ||
| HOLY FAMILY DAY HOMES OF SAN FRANCISCO | ||||||||||
| 299 DOLORES ST | SAN FRANCISCO | CA | 94103 | 941156492 | 501(C)(3) | $10,000 | $0 | FOOD PANTRY | ||
| HOLY FAMILY HOSPITAL | ||||||||||
| 2000 P ST NW STE 310 | WASHINGTON | DC | 20036 | 522050117 | 501(C)(3) | $100,000 | $0 | HEALTHCARE SERVICES | ||
| HOME FIRST SERVICES | ||||||||||
| 507 VALLEY WAY | MILPITAS | CA | 94035 | 942684272 | 501(C)(3) | $15,000 | $0 | FOOD SERVICES | ||
| LIFEMOVES | ||||||||||
| 181 CONSTITUTION | MENLO PARK | CA | 94025 | 770160469 | 501(C)(3) | $17,500 | $0 | HOMELESS | ||
| MALTESER INTERNATIONAL | ||||||||||
| 1011 FIRST AVENUE SUITE 1322 | NEW YORK | NY | 10022 | 263701623 | 501(C)(3) | $10,000 | $0 | POLIST DISASTER RELIEF | ||
| MALTESER INTL - AMERICAS | ||||||||||
| 1010 FIRST AVE STE 1350 | NEW YORK | NY | 100224134 | 263701623 | 501(C)(3) | $100,000 | $0 | GLOBAL MEDICAL AID AND MAJOR DISASTER RELIEF | ||
| MAPLE STREET SHELTER | ||||||||||
| 1580 MAPLE STREET | REDWOOD CITY | CA | 94063 | GOV | $0 | $27,904 | GIFT CARDS PROVIDED TO CLIENTS OF THE SHELTER DURING CHRISTMAS EVENT - SF REGION EVENT | COST | GIFT CARDS | |
| MARTHA'S KITCHEN | ||||||||||
| 311 WILLOW ST | SAN JOSE | CA | 95110 | 912091094 | 501(C)(3) | $15,000 | $0 | FOOD SERVICES | ||
| MISSIONARIES OF CHARITY | ||||||||||
| 164 MILAGRA D | PACIFICA | CA | 94044 | 061013589 | 501(C)(3) | $10,000 | $0 | DIGNITY OUTREACH | ||
| MISSIONARIES OF CHARITY | ||||||||||
| 236 17TH ST | RICHMOND | CA | 94801 | 061013589 | 501(C)(3) | $10,000 | $0 | HOMELESS | ||
| MOST HOLY REDEEMER | ||||||||||
| 100 DIAMOND ST | SAN FRANCISCO | CA | 94114 | 941156774 | 501(C)(3) | $15,000 | $0 | FOOD SERVICES | ||
| ORDER OF MALTA - LEGAL CLINIC (1) | ||||||||||
| 2121 HARRISON ST 100 | OAKLAND | CA | 94612 | 850981887 | 501(C)(3) | $20,000 | $0 | LEGAL CLINIC SERVICES | ||
| ORDER OF MALTA - MOBILE MINISTRIES INC | ||||||||||
| 1039 N BROADWAY | LOS ANGELES | CA | 90012 | 843738231 | 501(C)(3) | $72,500 | $0 | HEALTHCARE SERVICES | ||
| ORDER OF MALTA NORTHERN CALIFORNIA CLINIC | ||||||||||
| 2121 HARRISON ST 110 | OAKLAND | CA | 94612 | 205969389 | 501(C)(3) | $150,000 | $0 | HEALTHCARE SERVICES | ||
| REACHOUT WOMEN'S CENTER | ||||||||||
| 2648 N CAMPBELL AVE | TUCSON | AZ | 85710 | 866086733 | 501(C)(3) | $7,000 | $0 | WOMEN'S SERVICES | ||
| SANTA TERESITA MANOR | ||||||||||
| 819 BUENA VISTA ST | DUARTE | CA | 91010 | 951878859 | 501(C)(3) | $18,500 | $0 | ELDERLY SERVICES | ||
| SERRA'S PANTRY & OUTREACH MINISTRY | ||||||||||
| 31520 CAMINO CAPISTRANO | SAN JUAN CAPISTRANO | CA | 92675 | 951904079 | 501(C)(3) | $15,000 | $0 | FOOD SERVICES | ||
| ST ANTHONY'S CATHOLIC CHURCH | ||||||||||
| 3500 MIDDLEFIELD ROAD | MENLO PARK | CA | 94025 | 943151091 | 501(C)(3) | $10,000 | $0 | FOOD SERVICES | ||
| ST DOMINIC'S CATHOLIC CHURCH | ||||||||||
| 2390 BUSH STREET | SAN FRANCISCO | CA | 94115 | 940830425 | 501(C)(3) | $20,000 | $0 | DIGNITY OUTREACH | ||
| ST FRANCIS CENTER UNHOUSED BRUNCH PROGRA | ||||||||||
| 1835 S HOPE ST | LOS ANGELES | CA | 90015 | 954479271 | 501(C)(3) | $22,000 | $0 | FOOD SERVICES | ||
| ST JAMES CATHEDRAL | ||||||||||
| 804 NINTH AVENUE | SEATTLE | WA | 98104 | 910567738 | 501(C)(3) | $20,000 | $0 | HOMELESS | ||
| ST JAMES CATHOLIC CHURCH | ||||||||||
| C/O FR R CHINCHILLA 625 S NARDO | SOLANA BEACH | CA | 92075 | 273961078 | 501(C)(3) | $7,000 | $0 | HEALTHCARE SERVICES | ||
| ST NORBERT CHRISTIAN SERVICE | ||||||||||
| 300 E TAFT AVE | ORANGE | CA | 92865 | 952407525 | 501(C)(3) | $16,000 | $0 | FOOD PANTRY | ||
| ST PATRICK'S SEMINARY | ||||||||||
| 320 MIDDLEFIELD RD | MENLO PARK | CA | 94025 | 941156604 | 501(C)(3) | $50,000 | $0 | EDUCATION | ||
| ST PETER ITALIAN CHURCH | ||||||||||
| 1039 N BROADWAY | LOS ANGELES | CA | 90012 | 952225770 | 501(C)(3) | $19,500 | $0 | HOMELESS | ||
| ST VINCENT DE PAUL PHARMACY | ||||||||||
| PO BOX 13600 | PHOENIX | AZ | 850023600 | 860096789 | 501(C)(3) | $25,000 | $0 | HEALTHCARE SERVICES | ||
| SVDP - PHOENIX OZANAM MANOR | ||||||||||
| 420 W WATKINS RD PO BOX 13600 | PHOENIX | AZ | 85003 | 860096789 | 501(C)(3) | $18,000 | $0 | HOMELESS | ||
| SVDP CONTRA COSTA COUNTY | ||||||||||
| 2210 GLADSTONE DR | PITTSBURG | CA | 94565 | 941448777 | 501(C)(3) | $10,000 | $0 | FOOD SERVICE | ||
| THE INSTITUTE FOR HUMAN SERVICES INC | ||||||||||
| 546 KAAAHI ST | HONOLULU | HI | 96817 | 990199107 | 501(C)(3) | $10,000 | $0 | FOOD SERVICES | ||
| WELLSPRING WOMEN'S CENTER | ||||||||||
| PO BOX 5728 | SACRAMENTO | CA | 95817 | 911752615 | 501(C)(3) | $12,400 | $0 | WOMEN'S SERVICES | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 37 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| LA FIRE RELIEF | 2 | $10,000 | |||
| HYGIENE KITS | 22000 | $131,322 | COST | HYGIENE KITS FOR HOMELESS POPULATIONS |
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 M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $39,972 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PUBLICLY TRADED EXCHANGE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | EVENT SUPPLIES | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,481 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS RATHER THAN THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
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 | 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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