Sovereign Order Of Malta-Western Association
- Assets
- $14.9m
- Revenue
- $6.0m
- Investments
- $0.0
- Employees
- 10
- Location
- Oakland, CA
- Founding
- 05/1976
- Data as of
- 06/2021
- EIN
- 23-7450840
Organization Overview
Sovereign Order Of Malta-Western Association is located in Oakland, CA. The organization was established in 1976. According to its NTEE Classification (P20) the organization is classified as: Human Service Organizations, under the broad grouping of Human Services and related organizations. As of 06/2021, Sovereign Order Of Malta-Western Association employed 10 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Sovereign Order Of Malta-Western Association is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Sovereign Order Of Malta-Western Association generated $6.0m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 3.0% each year. All expenses for the organization totaled $3.4m during the year ending 06/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Sovereign Order Of Malta-Western Association has awarded 396 individual grants totaling $9,259,861. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
SERVING THE POOR AND SICK AND PROMOTING THEIR GOD-GIVEN DIGNITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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 MALTACONTRIBUTES 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 TOHELP SUPPORT CENTERS BUILT BY AND SUPPORTED LARGELY BY THE ORDER OF MALTA WITHIN AND OUTSIDE THE UNITED STATES.
INVESTITURE AND MEMBERSHIP FORMATIONTHE 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 GOODFIT 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.
PILGRIMAGESTHE LOURDES AND YOUTH PILGRIMAGE PROGRAMS ARE 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. IN THE SUMMER, THE ORDER TAKES A NUMBER OF CHILDREN TO LOURDES WITH THE PURPOSE OF GIVING THEM THE EXPERIENCE OF HELPING THE POOR AND SICK AT TRAIN STATIONS, FOR EXAMPLE, AND OTHER ASSISTANCE RELATED SUPPORT SERVICES. 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.
OTHER SERVICES INCLUDE THE PARISH NURSE PROGRAM AND GROWING THE FAITH.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jo Ann Vesco Executive Director | Officer | 50 | $151,934 |
Rosemary Hallacy Project Manager | 40 | $107,964 | |
Michael Grace To April 2021 President | OfficerTrustee | 30 | $0 |
David Barca Chancellor | OfficerTrustee | 7 | $0 |
John Madden Treasurer | OfficerTrustee | 5 | $0 |
Gene Kates Secretary | OfficerTrustee | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $3,786,007 |
| Noncash contributions included in lines 1a–1f | $68,358 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $3,786,007 |
| Total Program Service Revenue | $0 |
| Investment income | $176,583 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $1,970,563 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $5,954,274 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $1,204,687 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $100,000 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $164,452 |
| Compensation of current officers, directors, key employees. | $92,093 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $527,833 |
| Pension plan accruals and contributions | $13,540 |
| Other employee benefits | $97,181 |
| Payroll taxes | $50,982 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $39,346 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $67,088 |
| Fees for services: Other | $155,269 |
| Advertising and promotion | $0 |
| Office expenses | $289,094 |
| Information technology | $30,840 |
| Royalties | $0 |
| Occupancy | $142,521 |
| Travel | $1,723 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $317,066 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $33,341 |
| All other expenses | $0 |
| Total functional expenses | $3,393,254 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,697,150 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $2,168 |
| Prepaid expenses and deferred charges | $396,313 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $11,786,227 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $14,881,858 |
| Accounts payable and accrued expenses | $292,250 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $19,533 |
| Total liabilities | $311,783 |
| Net assets without donor restrictions | $3,106,055 |
| Net assets with donor restrictions | $11,464,020 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $14,881,858 |
Grants Awarded
Over the last fiscal year, Sovereign Order Of Malta-Western Association has awarded $1,155,465 in support to 39 organizations.
| Grant Recipient | Amount |
|---|---|
Oakland, CA PURPOSE: HEALTH CARE | $310,000 |
Oakland, CA PURPOSE: HOMELESS | $110,000 |
New York, NY PURPOSE: DISASTER RELIEF | $100,000 |
Washington, DC PURPOSE: HEALTH CARE | $100,000 |
Phoenix, AZ PURPOSE: HEALTH CARE | $40,500 |
ORDER OF MALTA - LEGAL CLINIC PURPOSE: LEGAL CLINIC | $30,000 |
Grants Recieved
Over the last fiscal year, we have identified 24 grants that Sovereign Order Of Malta-Western Association has recieved totaling $699,435.
| Awarding Organization | Amount |
|---|---|
Food Forward Inc North Hollywood, CA PURPOSE: FRESH PRODUCE DONATION | $351,146 |
Organization Name not Listed PURPOSE: Program Support | | $67,445 |
Silicon Valley Community Foundation Mountain View, CA PURPOSE: Human Services | $50,000 |
Catholic Community Foundation Of Los Angeles Los Angeles, CA PURPOSE: YEARLY CONTRIBUTION, YEARLY CONTRIBUTION,2021 ANNUAL CHARITABLE APPEAL, UNRESTRICTED FOR 2021 APPEAL | $37,400 |
Schwab Charitable Fund San Francisco, CA PURPOSE: HUMAN SERVICES | $35,900 |
Outrageous Foundation Inc San Francisco, CA PURPOSE: FOR GENERAL OPERATING SUPPORT | $30,000 |
Endowment Analysis
| Beg. Balance | $8,420,823 |
| Earnings | $1,835,013 |
| Admin Expense | $383,000 |
| Net Contributions | $46,903 |
| Ending Balance | $9,919,739 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Catholic Community Services Of The Mid Willamette Valley & Central Salem, OR | $4,444,104 | $18,908,977 |
The Davis Street Community Center Incorporated San Leandro, CA | $4,867,189 | $19,457,614 |
Community Action Team Incorporated Of St Helens, OR | $13,623,146 | $18,435,042 |
Outside In Portland, OR | $20,557,070 | $19,364,010 |
Yamhill Community Action Partnership Mcminnville, OR | $6,898,009 | $17,038,077 |
California Human Development Corp Santa Rosa, CA | $9,372,537 | $16,167,799 |
Lutheran Social Services Of Northern California Concord, CA | $7,407,903 | $15,266,538 |
Global Support And Development Redwood City, CA | $35,645,225 | $48,473,756 |
Oregon Human Development Corporation Gresham, OR | $1,006,372 | $15,394,021 |
Louis And Gladyce Foster Family Foundation Stockton, CA | $0 | $100,317 |
Union Of Pan Asian Communities San Diego, CA | $5,542,645 | $15,801,296 |
Psa Behavioral Health Agency Phoenix, AZ | $11,491,382 | $16,032,932 |