Form 990 for tax year 2024
Filed by SOVEREIGN ORDER OF MALTA-WESTERN ASSOCIATION.
Totals
- Total revenue
- $5,283,104
- Total expenses
- $5,006,982
- Contributions and grants received
- $4,702,395
- Grants paid
- $1,220,571
- Program service revenue
- $75,850
- Investment income
- $373,205
- Other revenue
- $131,654
- Total assets, end of year
- $16,936,264
- Total liabilities, end of year
- $199,654
- Net assets or fund balances, end of year
- $16,736,610
- Program services expenses (Part IX)
- $3,370,221
- Management and general expenses
- $1,580,443
- Fundraising expenses
- $56,318
- Program service expenses (Part III)
- $3,370,221
Program services were 67.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$4,702,395
-
1g · Noncash contributions included above
$41,453
-
2a · Program service revenue: INVESTITURE GALA
total $75,850 · related or exempt $75,850
-
3 · Investment income
total $313,852 · excluded $313,852
-
7a · Gross sales of assets other than inventory
securities $115,134
-
7b · Less cost or other basis and sales expenses
securities $55,781
-
7c · Gain or loss
securities $59,353
-
7d · Net gain or loss
total $59,353 · excluded $59,353
-
10a · Gross sales of inventory
$9,920
-
10b · Cost of goods sold
$6,680
-
10c · Net income from sales of inventory
total $3,240 · excluded $3,240
-
11a · Other revenue: RETREAT INCOME
total $128,414 · excluded $128,414
-
11e · Other revenue, total
$128,414
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,069,249 · program services $1,069,249
-
2 · Grants to domestic individuals
total $141,322 · program services $141,322
-
3 · Grants to foreign organizations and individuals
total $10,000 · program services $10,000
-
7 · Other salaries and wages
total $519,325 · program services $135,552 · management and general $345,487 · fundraising $38,286
-
8 · Pension plan contributions
total $19,244 · program services $5,849 · management and general $12,222 · fundraising $1,173
-
9 · Other employee benefits
total $73,927 · program services $22,807 · management and general $46,102 · fundraising $5,018
-
10 · Payroll taxes
total $45,382 · program services $11,166 · management and general $30,742 · fundraising $3,474
-
11b · Fees: legal
total $12,568 · management and general $12,568
-
11c · Fees: accounting
total $82,669 · management and general $82,669
-
11f · Fees: investment management
total $80,565 · management and general $80,565
-
11g · Fees: other
total $149,605 · program services $82,307 · management and general $58,931 · fundraising $8,367
-
13 · Office expenses
total $165,905 · program services $44,133 · management and general $121,772
-
14 · Information technology
total $40,145 · management and general $40,145
-
16 · Occupancy
total $48,514 · program services $10,492 · management and general $38,022
-
17 · Travel
total $1,381,381 · program services $1,376,303 · management and general $5,078
-
22 · Depreciation, depletion and amortization
total $57,802 · management and general $57,802
-
23 · Insurance
total $41,039 · management and general $41,039
-
24a · Other expenses: EVENT COSTS
total $550,127 · program services $420,996 · management and general $129,131
-
24b · Other expenses: MAGISTRY DUES
total $275,792 · management and general $275,792
-
24c · Other expenses: BANK AND CC FEES
total $74,587 · management and general $74,587
-
24d · Other expenses: OTHER PROGRAM EXPENSES
total $35,233 · program services $35,233
-
24e · All other expenses
total $132,601 · program services $4,812 · management and general $127,789
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,310,590 · end of year $1,258,028
-
2 · Savings and temporary cash investments
end of year $109,131
-
3 · Pledges and grants receivable
beginning of year $201,552 · end of year $192,395
-
4 · Accounts receivable
beginning of year $1,156,000 · end of year $1,132,000
-
8 · Inventories for sale or use
beginning of year $26,100 · end of year $26,497
-
9 · Prepaid expenses and deferred charges
beginning of year $193,624 · end of year $97,192
-
10a · Land, buildings and equipment: cost or other basis
$883,005
-
10b · Land, buildings and equipment: accumulated depreciation
$107,589
-
10c · Land, buildings and equipment, net
beginning of year $781,742 · end of year $775,416
-
11 · Investments: publicly traded securities
beginning of year $12,069,694 · end of year $13,345,605
-
17 · Accounts payable and accrued expenses
beginning of year $331,178 · end of year $181,321
-
19 · Deferred revenue
beginning of year $7,212 · end of year $18,333
-
25 · Other liabilities
beginning of year $19,533 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $4,062,859 · end of year $4,482,098
-
28 · Net assets with donor restrictions
beginning of year $11,318,520 · end of year $12,254,512
Mission and programs · 2024
Mission
SERVING THE POOR AND SICK AND PROMOTING THEIR GOD-GIVEN DIGNITY.
-
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.
Expenses $1,672,327
-
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.
Expenses $1,124,482 · Grants $1,089,249
-
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.
Expenses $375,821 · Revenue $75,850
-
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.
Expenses $197,591 · Grants $131,322
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Timothy JeffriesTIMOTHY JEFFRIES
CHANCELLOR (THRU 12/24)
- Total calculated
- $0
- Hours/week
- 3
-
John SylviaJOHN SYLVIA
PRESIDENT
- Total calculated
- $0
- Hours/week
- 25
-
Ken OlsenKEN OLSEN
PRESIDENT (THRU 12/24)
- Total calculated
- $0
- Hours/week
- 25
-
Robert R RedwitzROBERT R REDWITZ
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Wade HughanWADE HUGHAN
SECRETARY GENERAL
- Total calculated
- $0
- Hours/week
- 10
-
Gene KatesGENE KATES
SECRETARY (THRU 12/24)
- Total calculated
- $0
- Hours/week
- 10
-
Chris AldersCHRIS ALDERS
BOARD MEMBER (THRU 12/24)
- Total calculated
- $0
- Hours/week
- 3
-
Alma ArredondoALMA ARREDONDO
BOARD MEMBER (THRU 12/24)
- Total calculated
- $0
- Hours/week
- 3
-
David BarcaDAVID BARCA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Mike BlachMIKE BLACH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 15
-
Randy DevotoRANDY DEVOTO
BOARD MEMBER (THRU 12/24)
- Total calculated
- $0
- Hours/week
- 3
-
Tim DunnTIM DUNN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Fr Thomas Alfred EnnekingFR THOMAS ALFRED ENNEKING
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Dan FieldDAN FIELD
BOARD MEMBER (THRU 12/24)
- Total calculated
- $0
- Hours/week
- 3
-
Vic GiacaloneVIC GIACALONE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Miriam GreaneyMIRIAM GREANEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Steve JeromeSTEVE JEROME
BOARD MEMBER (THRU 12/24)
- Total calculated
- $0
- Hours/week
- 3
-
Charlotte KieselCHARLOTTE KIESEL
BOARD MEMBER (THRU 12/24)
- Total calculated
- $0
- Hours/week
- 3
-
Jeanne O'BrienJEANNE O'BRIEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Mike PsomasMIKE PSOMAS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 15
-
Anne RyanANNE RYAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Kenneth RyanKENNETH RYAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
James SangiacomoJAMES SANGIACOMO
BOARD MEMBER (THRU 12/24)
- Total calculated
- $0
- Hours/week
- 3
-
Miriam ScholteMIRIAM SCHOLTE
BOARD MEMBER (THRU 12/24)
- Total calculated
- $0
- Hours/week
- 3
-
Mark TiernanMARK TIERNAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Rosemary HallacyROSEMARY HALLACY
PROGRAM DIRECTOR
- Total calculated
- $145,652
- From this org
- $114,559
- From related orgs
- $0
- Other
- $31,093
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
HEALTHCARE SERVICES
-
$100,000
HEALTHCARE SERVICES
-
$100,000
GLOBAL MEDICAL AID AND MAJOR DISASTER RELIEF
-
HEALTHCARE SERVICES
-
$50,000
EDUCATION
-
$30,000
FOOD SERVICES
-
CROSIER FATHERS AND BROTHERS
$25,000
PRISON MINISTRY
-
$25,000
HEALTHCARE SERVICES
-
$25,000
HEALTHCARE SERVICES
-
FOOD SERVICES
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 4 February 2026
- IRS schema version
- 2024v5.5
- Source object
- 202620369349301307
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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