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← SOVEREIGN MILITARY HOSPITALLER ORDER OF ST JOHN OF JERUSALEM OF

Form 990 for tax year 2023

Filed by SOVEREIGN MILITARY HOSPITALLER ORDER OF ST JOHN OF JERUSALEM OF.

Totals

Total revenue
$6,817,953
Total expenses
$7,242,785
Contributions and grants received
$4,965,130
Grants paid
$2,394,729
Program service revenue
$1,634,831
Investment income
$45,559
Other revenue
$172,433
Total assets, end of year
$4,853,428
Total liabilities, end of year
$1,302,709
Net assets or fund balances, end of year
$3,550,719
Program services expenses (Part IX)
$5,151,592
Management and general expenses
$2,091,193
Fundraising expenses
$0
Program service expenses (Part III)
$5,151,592

Program services were 71.1% 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.

  • 1c · Fundraising events

    $3,100

  • 1d · Related organizations

    $1,734,611

  • 1f · All other contributions, gifts and grants

    $3,227,419

  • 2a · Program service revenue: LOURDES PILGRIMAGE

    total $784,417 · related or exempt $784,417

  • 2b · Program service revenue: OTHER PROGRAM EVENTS

    total $753,987 · related or exempt $753,987

  • 2c · Program service revenue: MEMBERSHIP CONFERENCE

    total $96,427 · related or exempt $96,427

  • 3 · Investment income

    total $45,559 · excluded $45,559

  • 8a · Fundraising events: gross income

    $121,800

  • 8a · Fundraising events: contributions included on line 1c

    $3,100

  • 8b · Fundraising events: direct expenses

    $130,087

  • 8c · Net income from fundraising events

    total -$8,287 · excluded -$8,287

  • 11a · Other revenue: MANAGEMENT FEE

    total $180,000 · excluded $180,000

  • 11d · All other revenue

    total $720 · excluded $720

  • 11e · Other revenue, total

    $180,720

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,394,729 · program services $2,394,729

  • 5 · Compensation of officers, directors and key employees

    total $444,759 · management and general $444,759

  • 7 · Other salaries and wages

    total $657,869 · program services $24,839 · management and general $633,030

  • 8 · Pension plan contributions

    total $70,307 · program services $2,397 · management and general $67,910

  • 9 · Other employee benefits

    total $213,643 · program services $6,303 · management and general $207,340

  • 10 · Payroll taxes

    total $90,176 · program services $2,181 · management and general $87,995

  • 11c · Fees: accounting

    total $51,648 · management and general $51,648

  • 11f · Fees: investment management

    total $450 · management and general $450

  • 11g · Fees: other

    total $13,625 · program services $13,625

  • 13 · Office expenses

    total $338,465 · program services $277,611 · management and general $60,854

  • 14 · Information technology

    total $106,286 · management and general $106,286

  • 16 · Occupancy

    total $125,152 · management and general $125,152

  • 17 · Travel

    total $1,144,168 · program services $1,056,662 · management and general $87,506

  • 19 · Conferences, conventions and meetings

    total $460,305 · program services $384,060 · management and general $76,245

  • 22 · Depreciation, depletion and amortization

    total $11,416 · management and general $11,416

  • 23 · Insurance

    total $60,485 · management and general $60,485

  • 24a · Other expenses: BAD DEBTS AND ALLOWANCE

    total $488,650 · program services $488,650

  • 24b · Other expenses: MEMBERSHIP ASSESSMENT

    total $351,459 · program services $351,459

  • 24c · Other expenses: PASSAGE FEES

    total $133,950 · program services $133,950

  • 24e · All other expenses

    total $85,243 · program services $15,126 · management and general $70,117

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $622 · end of year $622

  • 2 · Savings and temporary cash investments

    beginning of year $2,417,951 · end of year $2,305,629

  • 3 · Pledges and grants receivable

    beginning of year $1,917,142 · end of year $1,917,667

  • 9 · Prepaid expenses and deferred charges

    beginning of year $329,210 · end of year $297,796

  • 10a · Land, buildings and equipment: cost or other basis

    $146,996

  • 10b · Land, buildings and equipment: accumulated depreciation

    $97,881

  • 10c · Land, buildings and equipment, net

    beginning of year $60,531 · end of year $49,115

  • 11 · Investments: publicly traded securities

    beginning of year $184,663

  • 12 · Investments: other securities

    beginning of year $258,011 · end of year $282,599

  • 17 · Accounts payable and accrued expenses

    beginning of year $381,489 · end of year $186,431

  • 19 · Deferred revenue

    beginning of year $453,314 · end of year $724,419

  • 25 · Other liabilities

    beginning of year $382,364 · end of year $391,859

  • 27 · Net assets without donor restrictions

    beginning of year $3,508,552 · end of year $3,100,701

  • 28 · Net assets with donor restrictions

    beginning of year $442,411 · end of year $450,018

Mission and programs · 2023

Mission

THE ORDER OF MALTA IS A WORLDWIDE, LAY, RELIGIOUS ORDER OF THE ROMAN CATHOLIC CHURCH, WHICH SEEKS TO GLORIFY GOD BY PROMOTING THE SANCTIFICATION OF EACH MEMBER THROUGH HIS OR HER WORK WITH THE SICK AND THE POOR AND WITNESS TO THE CATHOLIC FAITH.

Activities or mission (Part I)

THE ORDER OF MALTA IS A WORLDWIDE, LAY, RELIGIOUS ORDER OF THE ROMAN CATHOLIC CHURCH, WHICH SEEKS TO GLORIFY GOD BY PROMOTING THE SANCTIFICATION OF EACH MEMBER THROUGH HIS OR HER WORK WITH THE SICK AND THE POOR AND WITNESS OF THE CATHOLIC FAITH.

  • GRANTS ARE GIVEN TO CHARITIES NATIONALLY.

    Expenses $1,422,185 · Grants $1,421,799

  • LOURDES PILGRIMAGE - ANNUAL PILGRIMAGE TO LOURDES, FRANCE. IN 2023, WE TOOK 292 PEOPLE TO LOURDES, WHICH INCLUDED 38 MALADES (THE SICK) AND 44 CAREGIVERS. ALSO ATTENDING WERE MEDICAL TEAMS, KNIGHTS AND DAMES OF MALTA, MEMBERS OF THE CLERGY, CANDIDATES FOR THE ORDER OF MALTA AND OTHER VOLUNTEERS. THE PILGRIMAGE IS AIMED AT PROVIDING SPIRITUAL AND POSSIBLE PHYSICAL HEALING.

    Expenses $1,092,960 · Revenue $784,417

  • OTHER PROGRAM ACTIVITIES INCLUDE A VARIETY OF PROGRAMS HELD THROUGHOUT THE YEAR AMONG OUR TWENTY-NINE VOLUNTEER-LED AREAS, THROUGHOUT THE COUNTRY. THESE ACTIVITIES INCLUDE EVENTS AND PROGRAMS HELD TO RAISE AWARENESS AND FUNDS USED TO SUPPORT OUR CHARITABLE AND RELIGIOUS ACTIVITIES. OTHER PROGRAMS INCLUDE SUB-PRIORY, PRISON MINISTRY, COMMUNICATIONS, SPIRITUALITY IN ACTION, OUR LADY OF GOOD HELP AND OTHER MEMBERSHIP RELATED ACTIVITIES.

    Expenses $2,346,593 · Grants $972,930 · Revenue $753,987

  • THE INVESTITURE PROGRAM IS THE PROCESS BY WHICH CANDIDATES, USUALLY 70 TO 90 INDIVIDUALS, PREPARE TO BE ACCEPTED INTO THE ORDER. THE PREPARATION PERIOD IS ONE YEAR AND CONTAINS THREE ELEMENTS: AN EDUCATIONAL PROGRAM, OPPORTUNITIES FOR SPIRITUAL GROWTH AND DEVELOPMENT AND HANDS ON WORK WITH THE SICK AND THE POOR OVERSEEN BY THE AREA CHAIRS. WHEN COMPLETED, THE CANDIDATE SUBMITS AN APPLICATION THAT IS APPROVED BY THE BOARD AND THE SOVEREIGN COUNCIL IN ROME. THE FORMAL INVESTITURE CEREMONY OCCURS ANNUALLY IN NOVEMBER.

    Expenses $289,854 · Revenue $96,427

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Dr Peter Kelly

    PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Thomas Reedy

    CHANCELLOR

    Total calculated
    $0
    Hours/week
    4

  • Laure Aubuchon

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • Gail Bernadino

    COUNCILLOR

    Total calculated
    $0
    Hours/week
    4

  • Fernando Blanco-Dopazo

    COUNCILLOR

    Total calculated
    $0
    Hours/week
    4

  • Kenneth Craig

    COUNCILLOR

    Total calculated
    $0
    Hours/week
    4

  • David Dempsey

    COUNCILLOR

    Total calculated
    $0
    Hours/week
    4

  • Michael Donoghue

    COUNCILLOR

    Total calculated
    $0
    Hours/week
    4

  • Joseph Dutkowsky

    COUNCILLOR

    Total calculated
    $0
    Hours/week
    4

  • Virginia Dwyer-Aoyama

    COUNCILLOR

    Total calculated
    $0
    Hours/week
    4

  • Thomas Egan

    COUNCILLOR

    Total calculated
    $0
    Hours/week
    4

  • Mary Beth Fessler

    COUNCILLOR

    Total calculated
    $0
    Hours/week
    4

  • H Stephen Fletcher

    COUNCILLOR

    Total calculated
    $0
    Hours/week
    4

  • Anthony Gagliardi

    COUNCILLOR

    Total calculated
    $0
    Hours/week
    4

  • Kathleen Gantz

    COUNCILLOR

    Total calculated
    $0
    Hours/week
    4

  • Nancy Graebe

    COUNCILLOR

    Total calculated
    $0
    Hours/week
    4

  • Rory Kelleher

    COUNCILLOR

    Total calculated
    $0
    Hours/week
    4

  • Margaret M Lyons

    COUNCILLOR

    Total calculated
    $0
    Hours/week
    4

  • John Mitchell

    COUNCILLOR

    Total calculated
    $0
    Hours/week
    4

  • George Molinsky

    COUNCILLOR

    Total calculated
    $0
    Hours/week
    4

  • Deborah O'Hara-Rusckowski

    COUNCILLOR

    Total calculated
    $0
    Hours/week
    4

  • Gregory Oussani

    COUNCILLOR

    Total calculated
    $0
    Hours/week
    4

  • Anne G Peach

    COUNCILLOR

    Total calculated
    $0
    Hours/week
    4

  • Nicola Tegoni

    COUNCILLOR

    Total calculated
    $0
    Hours/week
    4

  • Richard Wolff

    COUNCILLOR

    Total calculated
    $0
    Hours/week
    4

  • Jacqueline Finnen

    CONTROLLER

    Total calculated
    $155,912
    From this org
    $122,852
    From related orgs
    $0
    Other
    $33,060
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $122,852
    Bonus
    $0
    Other
    $0
    Deferred
    $9,600
    Nontaxable benefits
    $23,460
    Filer's total
    $155,912

  • Reverend Dr Jeffrey R Trexler

    EXECUTIVE DIRECTOR

    Total calculated
    $288,847
    From this org
    $246,211
    From related orgs
    $0
    Other
    $42,636
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $246,211
    Bonus
    $0
    Other
    $0
    Deferred
    $19,176
    Nontaxable benefits
    $23,460
    Filer's total
    $288,847

  • David Sellery

    DIRECTOR OF DEVELOPMENT AND MEMBERSHIP ENGAGEMENT

    Total calculated
    $231,033
    From this org
    $178,414
    From related orgs
    $0
    Other
    $52,619
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $178,414
    Bonus
    $0
    Other
    $0
    Deferred
    $14,400
    Nontaxable benefits
    $38,219
    Filer's total
    $231,033

  • Carla L Gunerard

    PROGRAMS DIRECTOR

    Total calculated
    $139,092
    From this org
    $109,050
    From related orgs
    $0
    Other
    $30,042
    Hours/week
    35

  • Raymond Larose

    ASST. EXECUTIVE DIRECTOR

    Total calculated
    $196,714
    From this org
    $160,600
    From related orgs
    $0
    Other
    $36,114
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $160,600
    Bonus
    $0
    Other
    $0
    Deferred
    $12,654
    Nontaxable benefits
    $23,460
    Filer's total
    $196,714

  • Matthew Larose

    IT SYSTEMS MGR/ASST. CONTR

    Total calculated
    $139,889
    From this org
    $119,836
    From related orgs
    $0
    Other
    $20,053
    Hours/week
    35

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
25 October 2024
IRS schema version
2023v5.1
Source object
202402999349301675

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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