2026-09-04T11:39:36-05:00 2025-12-31 921479802 GRASSI ADVISORY GROUP INC 50 JERICHO QUADRANGLE JERICHO NY 11753 990 2025-01-01 237095245 SOVEREIGN MILITARY HOSPITALLER ORDER OF SAINT JOHN OF JERUSALEM OF RHODES SOVE 2123711522 122 EAST 42ND STREET 1900 NEW YORK NY 10168 KENNETH CRAIG PRESIDENT 2123711522 2026-08-31 1 DAVID ROTTKAMP P01303468 5162563500 2026-08-31 2025 X ORDER OF MALTA - AMERICAN ASSOC KENNETH CRAIG 122 EAST 42ND STREET 1900 NEW YORK NY 10168 7615606 0 X WWW.ORDEROFMALTAAMERICAN.ORG X 1922 NY 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. 13 13 10 1700 0 0 5011576 5465212 1728992 1701617 14662 44636 115440 163589 6870670 7375054 1986051 2060796 0 0 1690290 1356039 0 0 0 2941780 3145211 6618121 6562046 252549 813008 5660082 7005841 1840973 2343027 3819109 4662814 X 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. 0 0 1098185 1098185 GRANTS ARE GIVEN TO CHARITIES NATIONALLY. 1095780 887000 LOURDES PILGRIMAGE - ANNUAL PILGRIMAGE TO LOURDES, FRANCE. IN 2025, WE TOOK 357 PEOPLE TO LOURDES, WHICH INCLUDED 50 MALADES (THE SICK) AND 56 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. 1893876 962611 775367 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. 515139 39250 THE INVESTITURE PROGRAM IS THE PROCESS BY WHICH CANDIDATES, USUALLY 70TO 90 INDIVIDUALS, PREPARE TO BE ACCEPTED INTO THE ORDER. THEPREPARATION PERIOD IS ONE YEAR AND CONTAINS THREE ELEMENTS: ANEDUCATIONAL PROGRAM, OPPORTUNITIES FOR SPIRITUAL GROWTH AND DEVELOPMENTAND HANDS ON WORK WITH THE SICK AND THE POOR OVERSEEN BY THE AREACHAIRS. WHEN COMPLETED, THE CANDIDATE SUBMITS AN APPLICATION THAT ISAPPROVED BY THE BOARD AND THE SOVEREIGN COUNCIL IN ROME. THE FORMALINVESTITURE CEREMONY OCCURS ANNUALLY IN NOVEMBER. 515139 39250 4602980 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 12 0 10 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 NY CT IL MI MN NJ OH PA TX WI IN KS MA X X DEREK DELL 2123711522 122 EAST 42ND STREET NEW YORK NY 10168 KENNETH CRAIG PRESIDENT 2.00 2.00 X X 0 0 0 RORY KELLEHER SECRETARY 2.00 2.00 X X 0 0 0 ANDREW AOYAMA TREASURER 2.00 X X 0 0 0 ANNE PEACH HOSPITALLER 2.00 2.00 X X 0 0 0 WILLIAM BESGEN COUNCILLOR 2.00 2.00 X 0 0 0 FERNANDO BLANCO-DOPAZO COUNCILLOR 2.00 X 0 0 0 JEAN BRUNEL COUNCILLOR 2.00 X 0 0 0 WILLIAM FESSLER COUNCILLOR 2.00 X 0 0 0 KATHLEEN GANTZ COUNCILLOR 2.00 X 0 0 0 JOHN MITCHELL COUNCILLOR 2.00 2.00 X 0 0 0 ROBERT RITCHIE COUNCILLOR 2.00 X 0 0 0 NICOLA TEGONI COUNCILLOR 2.00 X 0 0 0 RICHARD WOLFF COUNCILLOR 2.00 2.00 X 0 0 0 JACQUELINE FINNEN ENDED 0925 CONTROLLER 35.00 X 116938 0 27164 REVEREND DR JEFFREY R TREXLER EXECUTIVE DIRECTOR (ENDED 09/25) 35.00 X 196428 0 32384 CATHY DEMEROTO STARTED 0925 EXECUTIVE DIRECTOR 35.00 X 63846 0 9346 CARLA GUNERARD PROGRAM COORDINATOR FOR MAJOR EVENTS 35.00 X 113889 0 34527 MATTHEW LAROSE IT SYSTEMS MANAGER 35.00 X 135722 0 22772 TIFFANY MAZZA-DOWD COMMUNICATIONS SPECIALIST 35.00 X 104343 0 51165 731166 0 177358 5 0 1 0 0 130824 946800 4387588 5465212 LOURDES PILGRIMAGE 900099 887000 887000 OTHER PROGRAM EVENTS 900099 775367 775367 MEMBERSHIP CONFERENCE 900099 39250 39250 1701617 44636 44636 223341 130824 240552 -17211 -17211 MANAGEMENT FEE 900099 180000 180000 800 800 180800 7375054 1701617 0 208225 2060796 2060796 446106 446106 609613 73719 535894 34896 4344 30552 195805 18037 177768 69619 5201 64418 10733 10733 149625 149625 165631 2281 163350 338635 209040 129595 48967 48967 949488 932823 16665 379943 361913 18030 1779 1779 106178 6307 99871 MEMBERSHIP ASSESSMENT 833901 833901 160331 94618 65713 6562046 4602980 1959066 0 3386206 3262827 1706776 2249904 170337 280695 84661 63908 8449 20753 250670 298440 329137 89874 611855 5660082 7005841 628455 575684 1119513 733617 93005 1033726 1840973 2343027 X 3395724 4202552 423385 460262 3819109 4662814 5660082 7005841 813008 30697 0 X X 0 1 X 1 0 X 4341883 4772768 4965130 5011576 5465212 24556569 4341883 4772768 4965130 5011576 5465212 24556569 5202980 19353589 6572 23011 45559 14662 44636 134440 250000 275578 180720 180450 180800 1067548 25758557 6432831 0.75130 0.84290 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MANAGEMENT FEE - 2021 AMOUNT: $ 250,000. 2022 AMOUNT: $ 250,000. 2023 AMOUNT: $ 180,000. 2024 AMOUNT: $ 180,000. 2025 AMOUNT: $ 180,000. MISCELLANEOUS - 2022 AMOUNT: $ 25,578. 2023 AMOUNT: $ 720. 2024 AMOUNT: $ 450. 2025 AMOUNT: $ 800. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 84661 63908 20753 20753 OPERATING RIGHT OF USE LEASE ASSETS 611855 611855 DUE TO THE ORDER OF MALTA PILGRIMAGE FOUNDATION 158011 DUE TO MALTA HUMAN SERVICES FOUNDATION 260554 OPERATING LEASE LIABILITIES 615161 1033726 X 7405751 30696 30696 7375055 0 7375055 6562046 0 6562046 0 6562046 PART X, LINE 2: THE ASSOCIATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. THE ASSOCIATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2022. ANNUAL DINNER 354165 130824 223341 240552 354165 130824 223341 240552 240552 -17211 1 ARCHDIOCESE OF NEWARK - MERCY HOUSE 171 CLIFTON AVE NEWARK NJ 07104 221487308 501(C)(3) 9500 0 GENERAL SUPPORT CATHOLIC CHARITIES OF THE ARCH OF CHICAGO 721 N LASALLE STREET 403 CHICAGO IL 60654 362170821 501(C)(3) 7240 0 GENERAL SUPPORT COLUMBIA UNIVERSITY 116TH STREET BROADWAY NEW YORK NY 10027 135598093 501(C)(3) 147368 0 GENERAL SUPPORT COMMUNITY PREGNANCY CLINICS INC 2977 GOODLETTE-FRANK RD SUITE 51 NAPLES FL 34103 510204833 501(C)(3) 20000 0 GENERAL SUPPORT DAMES AND KNIGHTS OF THE ORDER OF MALTA DENTAL AND MEDICAL CLINIC OF SOUTHE 10301 WOODWARD AVENUE DETROIT MI 48202 472493707 501(C)(3) 7500 0 GENERAL SUPPORT DISMAS HOUSE OF NH INC 102 FOURTH STREET MANCHESTER NH 03102 472722752 501(C)(3) 15000 0 GENERAL SUPPORT HOLY FAMILY HOSPITAL FOUNDATION 2000 P ST NW SUITE 310 WASHINGTON DC 20036 522050117 501(C)(3) 100000 0 GENERAL SUPPORT LINKAGES - CATHOLIC CHARITIES DIOCESE OF TRENTON 4261 NJ-33 TINTON FALLS NJ 07753 210634494 501(C)(3) 5500 0 GENERAL SUPPORT LITTLE SISTERS OF THE POOR CHICAGO INC 2325 N LAKEWOOD AVENUE CHICAGO IL 60614 362482272 501(C)(3) 7240 0 GENERAL SUPPORT MALTA CAMP USA 85 E INDIA ROW 40H BOSTON MA 02110 923685832 501(C)(3) 28000 0 GENERAL SUPPORT MALTA HOUSE INC 139 WEST ROCKS RD NORWALK CT 06851 061604710 501(C)(3) 8613 0 GENERAL SUPPORT MALTESER INTERNATIONAL - AMERICAS 1011 FIRST AVE SUITE 1322 NEW YORK NY 10022 263701623 501(C)(3) 100000 0 GENERAL SUPPORT MARY MANNING WALSH HOME 205 LEXINGTON AVENUE 2ND FL NEW YORK NY 10016 136220617 501(C)(3) 10000 0 GENERAL SUPPORT NEW COVENANT CENTER 174 RICHMOND HILL AVENUE STAMFORD CT 06902 060653053 501(C)(3) 5930 0 GENERAL SUPPORT ORDER OF MALTA MOBILE MINISTRIES INC 28 HUNTLEIGH WOODS ST LOUIS MO 63101 843738231 501(C)(3) 29304 0 GENERAL SUPPORT PARTNERSHIP TO END HUMAN TRAFFICKING 152 E PUTNAM AVE PO BOX 23 COS COB CT 06807 812175815 501(C)(3) 12000 0 GENERAL SUPPORT SAINT CATHERINE CENTER FOR SPECIAL NEEDS 760 TAHMORE DRIVE FAIRFIELD CT 06825 472207552 501(C)(3) 9500 0 GENERAL SUPPORT SHEPHERDS INC 299 WASHINGTON AVENUE BRIDGEPORT CT 06604 311724639 501(C)(3) 8400 0 GENERAL SUPPORT SISTERS OF LIFE 38 MONTEBELLO ROAD SUFFERN NY 10901 061579167 501(C)(3) 7057 0 GENERAL SUPPORT ST ANN'S PLACE OUTREACH CENTER (SAPOC) 2107 N DIXIE HIGHWAY WEST PALM BEACH FL 33407 883414120 501(C)(3) 15000 0 GENERAL SUPPORT ST GIANNA CLINIC 1716 LAWRENCE DRIVE DE PERE WI 54115 390808438 501(C)(3) 6245 0 GENERAL SUPPORT ST MARTHA'S PARISH SOCIAL MINISTRY PROGR 546 GREENGROVE AVENUE UNIONDALE NY 11553 111681123 501(C)(3) 11280 0 GENERAL SUPPORT ST PATRICK CENTER 800 N TUCKER BLVD ST LOUIS MO 63101 431263499 501(C)(3) 10000 0 GENERAL SUPPORT ST VINCENT DE PAUL CINCINNATI DISTRICT COUNCIL 1125 BANK STREET CINCINNATI OH 45214 310537510 501(C)(3) 7000 0 GENERAL SUPPORT TERENCE CARDINAL COOKE HEALTH CARE CENTER 1249 FIFTH AVE NEW YORK NY 10029 133007801 501(C)(3) 20000 0 GENERAL SUPPORT THE SOCIETY OF ST VINCENT DE PAUL 3826 GILBERT AVENUE DALLAS TX 752194346 263273175 501(C)(3) 13392 0 GENERAL SUPPORT THE THOMAS MERTON CENTER 1406 STATE STREET BRIDGEPORT CT 06605 060653053 501(C)(3) 12000 0 GENERAL SUPPORT THRIVE FOR LIFE PRISON PROJECT INC 30 W 16TH STREET NEW YORK NY 10011 815342358 501(C)(3) 10000 0 GENERAL SUPPORT 28 PART I, LINE 2: THE ASSOCIATION HAS A GRANT COMMITTEE WHO OVERSEES ALL GRANTS TO ENSURE THE GRANTS ISSUED ARE WITHIN OUR GUIDELINES. THE ASSOCIATION REQUIRES REPORTS FROM THE GRANTEES, OUTLINING THE USE OF THE GRANT FUNDS PRIOR TO ANY SUBSEQUENT GRANT APPROVAL OR RENEWAL. X 0 0 0 0 0 0 0 1 0 REVEREND DR JEFFREY R TREXLER EXECUTIVE DIRECTOR (ENDED 09/25) 196428 0 0 0 0 0 14190 0 18194 0 228812 0 0 0 MATTHEW LAROSE IT SYSTEMS MANAGER 125722 0 10000 0 0 0 9097 0 13675 0 158494 0 0 0 TIFFANY MAZZA-DOWD COMMUNICATIONS SPECIALIST 94343 0 10000 0 0 0 7379 0 43786 0 155508 0 0 0 PART I, LINE 7 BONUSES ARE PAID TO EMPLOYEES AT THE DISCRETION OF THE BOARD OF COUNCILLORS FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS APPROXIMATELY 1,700 MEMBERS. THERE IS ONE CLASS OF SUCH PERSONS, EACH WITH EQUAL VOTING RIGHTS. A MEMBER CAN EITHER BE KNIGHT OR DAME OF MALTA BASED ON THEIR RESPECTIVE GENDER. FORM 990, PART VI, SECTION A, LINE 7A THERE WERE APPROXIMATELY 1,700 MEMBERS ELIGIBLE TO VOTE IN BOARD ELECTIONS. AS A KNIGHT OR DAME OF MALTA, THEY ARE ALLOWED TO CAST ONE VOTE FOR ELECTION OF NEW BOARD MEMBERS, INCLUDING THE PRESIDENT, EVERY THREE YEARS, AS WELL AS IF IN AN AMENDMENT TO THE BY-LAWS COMES UP. FORM 990, PART VI, SECTION A, LINE 7B APPROVAL OF BY-LAWS ARE SUBJECT TO APPROVAL BY MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, TREASURER AND PRESIDENT PRIOR TO FILING. AFTER THIS REVIEW, WE PROVIDE THE BOARD WITH THE 990 PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ONLY OFFICERS AND MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO FILE A CONFLICT OF INTEREST STATEMENT. DURING 2025, ALL OFFICERS AND BOARD MEMBERS WERE REQUIRED TO SIGN THIS STATEMENT. WE MONITOR ITEMS THAT COULD HAVE THE POTENTIAL TO HAVE A CONFLICT OF INTEREST. THOSE WHO DO NOT ADHERE TO THE CONFLICT OF INTEREST POLICY ARE BROUGHT BEFORE THE DISCIPLINARY COMMITTEE TO ASCERTAIN WHETHER THERE IS EVIDENCE OF A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 TOP MANAGEMENT ARE REVIEWED YEARLY TO DETERMINE RAISE IN COMPENSATION BY OFFICERS OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE ORGANIZATION'S BY-LAWS AND FINANCIAL STATEMENTS ARE AVAILABLE IN THE MEMBERS ONLY SECTION OF THE WEBSITE. COPIES ARE AVAILABLE UPON REQUEST TO THE PUBLIC BY EITHER WRITTEN OR ORAL REQUEST. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. MALTA HUMAN SERVICES FOUNDATION 1011 FIRST AVE NEW YORK NY 10022 133623325 FUNDRAISING NY 501(C)(3) 11 TYPE II N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0