Annual Report 2009 ORDER of MALTA ® FEDERAL ASSOCIATION, U.S.A
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ORDER OF MALTA ® FEDERAL ASSOCIATION, U.S.A. Annual Report 2009 ORDER OF MALTA ® FEDERAL ASSOCIATION, U.S.A. Officers and Directors of Table of Contents the Federal Association President Vice President J. Paul McNamara (2012) Edward J. Festa (2012) President’s Message 3 Chancellor Hospitaller Gregory J. Granitto, Esq. (2012) Michele Bowe (2012) Treasurer’s Report 4–5 Treasurer Historian Robert Easby-Smith (2011) Henry Lane Hull Haiti Task Force Responds 6–7 to 2010 Earthquake Relief Principal Chaplain Chaplain to the Most Reverend Donald Wuerl Board of Directors Archbishop of Washington Rev. Msgr. John Enzler Lourdes Pilgrimage – 8–9 Grand Cross Conventual Chaplain ad honorem A Year in Retrospective Board of Directors Columbus – Charles Mifsud Fra’ Thomas Mulligan 10 Term Expiring 2010 Dallas – Theresa Martter Professes Final Vows Eugene R. Croisant Hartford – Jean-Pierre Van Rooy D. Geoffrey Gamble, Esq. Houston – Robert Signorelli Federal Association 11–13 Patrick J. McCarthy, MD Jacksonville – Gerald Weedon Grants in Action Rowena Muller Morris Kansas City - John Massman Richard B. Perry, MD Lafayette, LA – Dan Bouligny Joseph A. Tronco, Jr. Lancaster, PA – Patrick Whalen From the Chaplain 14–15 Memphis – Robert Hutton Term Expiring 2011 Montgomery County, MD – Pro Merito 16–17 James K. Abney Michael Conley Melitensi Awards Valencia Y. Camp New Orleans – Dr. Nicolas Bazan Edward J. Festa Northern Virginia – Bertha Braddock Six Chaplains, 65 New 18 Thomas C. Gaspard Pittsburgh – Thomas Celli Members Invested in 2009 Thomas E. Weiford Southern Maryland – Susan Malone St. Joseph, MO – Joseph Mazur Requiescat in Pace 19 Term Expiring 2012 Syracuse – Kathleen Mezzalingua John D. Becker Tallahassee – Gary Printy Thomas J.M. Freyvogel Washington, DC - Ann Fox Donors & Contributors 20–23 Robert B. Lively Wilmington, DE – Dorcas Gamble Margaret B. Melady, PhD Pauline Olsen, MD Office Staff James O. Pickard Joseph Dempsey – Margaret K. Riehl Executive Director Lourdes Iglesias – Regional Hospitallers Director for Hospitaller Programs Atlanta – Diane Festa Gretchen Koch – 2009 Annual Report Editorial Committee Baltimore – Patrick Monaghan Director of Development With grateful thanks to the members of the Order Charlotte – Jerry Schmitt Alaina Coffee – Karen Burgio Hoy, DM whose time, talent and treasure contributed to the Editor and Chair, Communications Committee works mentioned and photos included in Chicago – Fra’ Thomas Mulligan Administrative Assistant this publication Michele Burke Bowe, DM Hospitaller, Federal Association Order of Malta Federal Association, USA 1730 M Street, NW, Suite 403 Joseph Dempsey Washington, DC 20036 Executive Director 202.331.2494 www.orderofmalta-federal.org Printed on paper that is 10% Post Consumer recycled and is Joan Frawley Desmond, DM FSC Chain of Custody certified. This guarantees that trees used © Copyright 2010 to produce this publication were harvested from responsibly Margaret B. Melady, PhD, DM Order of Malta Federal Association, USA managed forests. Board Member; Communications Committee Member All Rights Reserved Designed and printed by Cover: Photo from the 2009 Investiture Mass, Donald W. Wuerl, Archbishop of Washington and Grand Cross Pemcor, LLC, Lancaster, PA Conventual Chaplain ad honorem, Principal Celebrant Order of Malta President’s Message ear Fellow Members of the financial gift we make. Not only do Federal Association: we purchase pharmaceuticals at D cost to extend the contributions We each have heard it said to us, we make, but we members work in either at our parishes or when the clinics and volunteer hours of meeting acquaintances. Somehow, service in these same organizations. during the conversation some asks, These contributions serve the sick “I hear you’re in the Order of Malta. and the poor and provide support in What does the Order do?” many places where they would be none. Each of us has had that conversation, and explained the Another activity which touches history of the Order; the spiritual hundreds in our Association each and service work of the Order or year is the annual pilgrimage to the annual Lourdes pilgrimage. You Lourdes; we also include our special may have explained the work that efforts in response to the Haitian we do in your own community: the earthquake. Much of the work we do work of the Order in medical clinics, in our communities is done in a very in prisons, in hospital ministry, in quiet, unassuming way, with great nursing homes and the work of concern for the infirmed and poor the Federal Association is that the our international relief organization whom we serve. We do it with great work mentioned here is multiplied Malteser International. And you have generosity and with great humility, exponentially by our members talked about the defense of the calling upon the human model of our and the impact we make in our Catholic faith—work which the Order patron St. John the Baptist and the communities is significant beyond has done for over 900 years. way in which he served our Lord. these pages. And so, perhaps a For every story and photo which simple way we can explain our work This report to our members and appears in these pages there are to those who ask us about the work friends is a snapshot of our past hundreds of other servant leaders of the Order is by offering the words year; it is by no means a report in the Order whose names are not of our Daily Prayer: to promote on all of the activities our Federal mentioned and whose photos are God’s glory, the World’s peace and Association members have touched, not included. Each of us contributes all that may benefit the Order of St. and it provides a brief overview of to the work of our Order. Each of John of Jerusalem. the work of our members. We focus us needs to go beyond what we on the works which are supported have done thus far, always with With warmest personal regards, by our Annual Appeal through the mantle of humility in service, funds which are distributed by our because there is so much more member-led Grants Program. Every to do. dollar we contribute to our Malta- funded projects goes beyond the The true story of our Order and J. Paul McNamara, KM Treasurer’s Report he Federal Association Operational Revenue 2009 finished 2009 in a good Dues $ 732,333 T financial position. With the Hurricane Katrina/New Orleans Home Rebuilding Program $ 49,862 economic headwinds still blowing Lourdes Pilgrimage $ 735,180 Investiture $ 148,020 from 2008, our Annual Appeal raised Investment Revenue $ 85,837 over $679,000. The Appeal was Merchandise/Other Sales $ 11,718 supported by 490 of our members Spiritual Activities $ 72,197 which represented 57% of our Total Operational Income $ 1,835,147 membership and the average gift was Operational Expense 2009 $1,500. Our goal is to have 100% Operations / Administration $ 655,012 participation of our membership in Spiritual Activities $ 103,754 the Annual Appeal; everyone’s gift is Hospitaller Committee $ 2,764 needed. We also welcome planned Lourdes Pilgrimage $ 718,949 giving gifts and our new Development Investiture $ 159,646 Director Gretchen Koch can assist Admissions/Formation $ 23,293 Assessment to Rome $ 116,988 members in this area. Publications/Communications/Distribution $ 87,510 Auxiliary $ 1,693 The Annual Appeal remains the Total Operational Expense $ 1,869,609 vehicle by which we support our Grants program—the Federal Net (operational revenue over expenses) $ (34,462) Association’s primary program Grants Program Revenue & Source of Funds 2009 to financially support our mission Annual Fund $ 679,064 of helping the sick and the poor International Projects $ 39,095 and defending our Catholic faith. Transfer from the Blessed Gerard Fund $ 481,185 In-kind Contributions $ 1,782,530 Fortunately, contributions to our Total Grants Program Revenue & Source of Funds $ 2,981,874 Grants program went farther than ever before because of the leverage Grants Program Expenses 2009 of our purchasing programs. This Grants $ 2,933,590 combination of at-cost and in-kind Total Grants Program Expenses $ 2,933,590 contributions of medicines and Net (grants program revenue & source of funds over expenses) $ 48,284 supplies is how we make our dollars work harder for the Order. In 2009, Other Revenue 2009 Testamentary/Memorial $ 255,000 our medical purchases had a market Change in Value (Charitable Trust) $ 9,674 value of almost $1,800,000, yet it cost Total Other Revenue $ 264,674 us only a quarter of that amount. This program permits us to serve more Total Revenue & Source of Funds in Excess of Expenses $ 278,496 in need. Investment Accounts 12/31/2009 Merrill Lynch-operating $ 11,605 In 2009, the Federal Association Lourdes Fund $ 858,595 received a testamentary gift of Blessed Gerard Fund $ 2,303,300 $250,000 from a deceased member’s Malta House Fund $ 94,498 estate—a gift which was designated Total $3,267,998 ORDER OF MALTA® 4 FEDORDERERAL ASSOCIATION, OF U.S.A . MALTA – FEDERAL ASSOCIATION, USA ® The Order’s International Relief agency Malteser International set up emergency clinics in urban areas near the Haiti earthquake’s epicenter. to be used to support the Lourdes year over year. Listed on page 4 are pilgrimage. We are very grateful to all the revenues and expenses for the of our members who have included the Operations and Grants programs of Order of Malta – Federal Association as the Association. Also listed are the part of their planned giving. balances of our investment accounts as of December 31, 2009. The Association improved its financial position over 2008 because of the Councilor, Buchanan, & Mitchell correction in the stock market from conducted the audit of the Federal the previous year’s decline. The Association’s statement of financial Federal Association’s investment position and the related statements portfolio posted a market value of activities and cash flows for the of $3,267,998 at year end, which year ended December 31, 2009 and represents a gain of 17.4% for 2009.