2026-02-05T10:30:00-06:00 2025-06-30 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2024-07-01 237450840 SOVEREIGN MILITARY ORDER OF MALTA WESTERN ASSOCIATION-USA SOVE 4157884550 324 MIDDLEFIELD ROAD MENLO PARK CA 94025 JOHN SYLVIA PRESIDENT 4157884550 2026-02-04 1 1 MATTHEW PETROSKI P00853132 9257902600 2026-02-04 2024 2025-03-06 01:10:19Z JOHN SYLVIA 324 MIDDLEFIELD ROAD MENLO PARK CA 94025 5345565 0 X ORDEROFMALTAWESTERN.US X 1953 CA SERVING THE POOR AND SICK AND PROMOTING THEIR GOD-GIVEN DIGNITY. 14 14 9 900 0 0 4460984 4702395 0 75850 208916 373205 83141 131654 4753041 5283104 1166548 1220571 0 0 641264 657878 7904 0 56318 2990482 3128533 4806198 5006982 -53157 276122 15739302 16936264 357923 199654 15381379 16736610 X SERVING THE POOR AND SICK AND PROMOTING THEIR GOD-GIVEN DIGNITY. 0 0 1672327 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. 1124482 1089249 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. 375821 75850 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. 197591 131322 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. 197591 131322 3370221 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 29 0 1 9 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X ROBERT R REDWITZ 4157884550 324 MIDDLEFIELD ROAD MENLO PARK CA 94025 X TIMOTHY JEFFRIES CHANCELLOR (THRU 12/24) 3.00 X X 0 0 0 JOHN SYLVIA PRESIDENT 25.00 X X 0 0 0 KEN OLSEN PRESIDENT (THRU 12/24) 25.00 X X 0 0 0 ROBERT R REDWITZ TREASURER 5.00 X X 0 0 0 WADE HUGHAN SECRETARY GENERAL 10.00 X X 0 0 0 GENE KATES SECRETARY (THRU 12/24) 10.00 X X 0 0 0 CHRIS ALDERS BOARD MEMBER (THRU 12/24) 3.00 X 0 0 0 ALMA ARREDONDO BOARD MEMBER (THRU 12/24) 3.00 X 0 0 0 DAVID BARCA BOARD MEMBER 3.00 X 0 0 0 MIKE BLACH BOARD MEMBER 15.00 X 0 0 0 RANDY DEVOTO BOARD MEMBER (THRU 12/24) 3.00 X 0 0 0 TIM DUNN BOARD MEMBER 3.00 X 0 0 0 FR THOMAS ALFRED ENNEKING BOARD MEMBER 3.00 X 0 0 0 DAN FIELD BOARD MEMBER (THRU 12/24) 3.00 X 0 0 0 VIC GIACALONE BOARD MEMBER 3.00 X 0 0 0 MIRIAM GREANEY BOARD MEMBER 3.00 X 0 0 0 STEVE JEROME BOARD MEMBER (THRU 12/24) 3.00 X 0 0 0 CHARLOTTE KIESEL BOARD MEMBER (THRU 12/24) 3.00 X 0 0 0 JEANNE O'BRIEN BOARD MEMBER 3.00 X 0 0 0 MIKE PSOMAS BOARD MEMBER 15.00 X 0 0 0 ANNE RYAN BOARD MEMBER 3.00 X 0 0 0 KENNETH RYAN BOARD MEMBER 3.00 X 0 0 0 JAMES SANGIACOMO BOARD MEMBER (THRU 12/24) 3.00 X 0 0 0 MIRIAM SCHOLTE BOARD MEMBER (THRU 12/24) 3.00 X 0 0 0 MARK TIERNAN BOARD MEMBER 3.00 X 0 0 0 ROSEMARY HALLACY PROGRAM DIRECTOR 40.00 X 114559 0 31093 114559 0 31093 1 0 0 0 AUDIT PREP SERVCIES LLC 4660 LA JOLLA VILLAGE DRIVE SUITE SAN DIEGO CA 92122 ACCOUNTING SERVICES 153143 1 4702395 41453 4702395 INVESTITURE GALA 900099 75850 75850 75850 313852 313852 115134 55781 59353 59353 59353 9920 6680 3240 3240 RETREAT INCOME 900099 128414 128414 128414 5283104 75850 0 504859 1069249 1069249 141322 141322 10000 10000 519325 135552 345487 38286 19244 5849 12222 1173 73927 22807 46102 5018 45382 11166 30742 3474 12568 12568 82669 82669 80565 80565 149605 82307 58931 8367 165905 44133 121772 40145 40145 48514 10492 38022 1381381 1376303 5078 57802 57802 41039 41039 EVENT COSTS 550127 420996 129131 MAGISTRY DUES 275792 275792 BANK AND CC FEES 74587 74587 OTHER PROGRAM EXPENSES 35233 35233 132601 4812 127789 5006982 3370221 1580443 56318 1310590 1258028 109131 201552 192395 1156000 1132000 26100 26497 193624 97192 883005 107589 781742 775416 12069694 13345605 15739302 16936264 331178 181321 7212 18333 19533 0 357923 199654 X 4062859 4482098 11318520 12254512 15381379 16736610 15739302 16936264 276122 1079109 0 X 0 1 X 1 0 X 3786007 5380742 3679082 4460984 4702395 22009210 3786007 5380742 3679082 4460984 4702395 22009210 494297 21514913 176583 230171 256204 272819 313852 1249629 21121 29631 18434 89582 128414 287182 23546021 111516 0.91370 0.89230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10010311 1092117 410000 10692428 9123777 1328534 442000 10010311 8756870 471526 104619 9123777 9809101 763332 -1414563 401000 8756870 8420823 46903 1724375 383000 9809101 0.00670 0.65700 0.33630 0 0 859165 104374 754791 23840 3215 20625 775416 X 6281648 1079109 1079109 5202539 80565 80565 5283104 4926417 0 4926417 80565 80565 5006982 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. 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM HEAD TAX PAYMENTS TO GRAND MAGISTRY 275792 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS 10000 0 0 0 0 0 0 285792 0 285792 EUROPE (INCLUDING ICELAND & GREENLAND) FOREIGN DISASTER RELIEF THROUGH A DOMESTIC CHARITY TO FOREIGN ASSOCIATE 10000 WIRE 0 BOOK 0 0 0 0 0 0 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. 1 ANDRE HOUSE PO BOX 2014 PHOENIX AZ 85001 860717841 501(C)(3) 30000 0 FOOD SERVICES BISHOP GALLEGOS MATERNITY HOME PO BOX 221155 SACRAMENTO CA 95822 680315971 501(C)(3) 7600 0 WOMEN'S SERVICES CARMEL MISSION - BITTEN FALGE PROGRAM 3080 RIO ROAD CARMEL CA 93923 941658139 501(C)(3) 20000 0 FOOD PANTRY CATHOLIC CHARITIES OF ORANGE COUNTY-DORIS 12141 S LEWIS ST GARDEN GROVE CA 92840 953031389 501(C)(3) 12000 0 FOOD SERVICES CHRIST IN THE CITY 3401 NORTH PECOS ST DENVER CO 80211 274663181 501(C)(3) 17000 0 FOOD SERVICES CIRCLE THE CITY 300 W CLARENDON AVE SUITE 200 PHOENIX AZ 85013 262420730 501(C)(3) 20000 0 HEALTHCARE SERVICES CROSIER FATHERS AND BROTHERS 717 E SOUTHERN AVE PHOENIX AZ 85040 351300292 501(C)(3) 25000 0 PRISON MINISTRY HOLY FAMILY CATHOLIC CLINIC 21810 WILLAMETTE DRIVE SUITE 200 WEST LINN OR 97068 850736611 501(C)(3) 25000 0 HEALTHCARE SERVICES HOLY FAMILY DAY HOMES OF SAN FRANCISCO 299 DOLORES ST SAN FRANCISCO CA 94103 941156492 501(C)(3) 10000 0 FOOD PANTRY HOLY FAMILY HOSPITAL 2000 P ST NW STE 310 WASHINGTON DC 20036 522050117 501(C)(3) 100000 0 HEALTHCARE SERVICES HOME FIRST SERVICES 507 VALLEY WAY MILPITAS CA 94035 942684272 501(C)(3) 15000 0 FOOD SERVICES LIFEMOVES 181 CONSTITUTION MENLO PARK CA 94025 770160469 501(C)(3) 17500 0 HOMELESS MALTESER INTERNATIONAL 1011 FIRST AVENUE SUITE 1322 NEW YORK NY 10022 263701623 501(C)(3) 10000 0 POLIST DISASTER RELIEF MALTESER INTL - AMERICAS 1010 FIRST AVE STE 1350 NEW YORK NY 100224134 263701623 501(C)(3) 100000 0 GLOBAL MEDICAL AID AND MAJOR DISASTER RELIEF MAPLE STREET SHELTER 1580 MAPLE STREET REDWOOD CITY CA 94063 GOV 0 27904 COST GIFT CARDS GIFT CARDS PROVIDED TO CLIENTS OF THE SHELTER DURING CHRISTMAS EVENT - SF REGION EVENT MARTHA'S KITCHEN 311 WILLOW ST SAN JOSE CA 95110 912091094 501(C)(3) 15000 0 FOOD SERVICES MISSIONARIES OF CHARITY 164 MILAGRA D PACIFICA CA 94044 061013589 501(C)(3) 10000 0 DIGNITY OUTREACH MISSIONARIES OF CHARITY 236 17TH ST RICHMOND CA 94801 061013589 501(C)(3) 10000 0 HOMELESS MOST HOLY REDEEMER 100 DIAMOND ST SAN FRANCISCO CA 94114 941156774 501(C)(3) 15000 0 FOOD SERVICES ORDER OF MALTA - LEGAL CLINIC (1) 2121 HARRISON ST 100 OAKLAND CA 94612 850981887 501(C)(3) 20000 0 LEGAL CLINIC SERVICES ORDER OF MALTA - MOBILE MINISTRIES INC 1039 N BROADWAY LOS ANGELES CA 90012 843738231 501(C)(3) 72500 0 HEALTHCARE SERVICES ORDER OF MALTA NORTHERN CALIFORNIA CLINIC 2121 HARRISON ST 110 OAKLAND CA 94612 205969389 501(C)(3) 150000 0 HEALTHCARE SERVICES REACHOUT WOMEN'S CENTER 2648 N CAMPBELL AVE TUCSON AZ 85710 866086733 501(C)(3) 7000 0 WOMEN'S SERVICES SANTA TERESITA MANOR 819 BUENA VISTA ST DUARTE CA 91010 951878859 501(C)(3) 18500 0 ELDERLY SERVICES SERRA'S PANTRY & OUTREACH MINISTRY 31520 CAMINO CAPISTRANO SAN JUAN CAPISTRANO CA 92675 951904079 501(C)(3) 15000 0 FOOD SERVICES ST ANTHONY'S CATHOLIC CHURCH 3500 MIDDLEFIELD ROAD MENLO PARK CA 94025 943151091 501(C)(3) 10000 0 FOOD SERVICES ST DOMINIC'S CATHOLIC CHURCH 2390 BUSH STREET SAN FRANCISCO CA 94115 940830425 501(C)(3) 20000 0 DIGNITY OUTREACH ST FRANCIS CENTER UNHOUSED BRUNCH PROGRA 1835 S HOPE ST LOS ANGELES CA 90015 954479271 501(C)(3) 22000 0 FOOD SERVICES ST JAMES CATHEDRAL 804 NINTH AVENUE SEATTLE WA 98104 910567738 501(C)(3) 20000 0 HOMELESS ST JAMES CATHOLIC CHURCH C/O FR R CHINCHILLA 625 S NARDO SOLANA BEACH CA 92075 273961078 501(C)(3) 7000 0 HEALTHCARE SERVICES ST NORBERT CHRISTIAN SERVICE 300 E TAFT AVE ORANGE CA 92865 952407525 501(C)(3) 16000 0 FOOD PANTRY ST PATRICK'S SEMINARY 320 MIDDLEFIELD RD MENLO PARK CA 94025 941156604 501(C)(3) 50000 0 EDUCATION ST PETER ITALIAN CHURCH 1039 N BROADWAY LOS ANGELES CA 90012 952225770 501(C)(3) 19500 0 HOMELESS ST VINCENT DE PAUL PHARMACY PO BOX 13600 PHOENIX AZ 850023600 860096789 501(C)(3) 25000 0 HEALTHCARE SERVICES SVDP - PHOENIX OZANAM MANOR 420 W WATKINS RD PO BOX 13600 PHOENIX AZ 85003 860096789 501(C)(3) 18000 0 HOMELESS SVDP CONTRA COSTA COUNTY 2210 GLADSTONE DR PITTSBURG CA 94565 941448777 501(C)(3) 10000 0 FOOD SERVICE THE INSTITUTE FOR HUMAN SERVICES INC 546 KAAAHI ST HONOLULU HI 96817 990199107 501(C)(3) 10000 0 FOOD SERVICES WELLSPRING WOMEN'S CENTER PO BOX 5728 SACRAMENTO CA 95817 911752615 501(C)(3) 12400 0 WOMEN'S SERVICES 37 0 LA FIRE RELIEF 2 10000 HYGIENE KITS 22000 131322 COST HYGIENE KITS FOR HOMELESS POPULATIONS PART I, LINE 2: 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. X 6 39972 PUBLICLY TRADED EXCHANGE X EVENT SUPPLIES 2 1481 COMPARABLE SALES 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS RATHER THAN THE NUMBER OF ITEMS CONTRIBUTED. 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.