2026-06-01T08:59:29-05:00 2025-09-30 991856619 GRANT THORNTON ADVISORS LLC 757 THIRD AVENUE 9TH FLOOR NEW YORK NY 100172013 990 2024-10-01 135661935 NATIONAL MULTIPLE SCLEROSIS SOCIETY NATI 8553721331 733 THIRD AVENUE 3RD FLOOR NEW YORK NY 100173211 CINDY BERTRANDO CHIEF FINANCIAL OFFICER 2677655102 2026-05-22 1 1 DANIEL ROMANO P00504182 2125990100 2026-05-21 2024 2025-03-06 01:10:19Z TIMOTHY COETZEE 733 THIRD AVENUE 3RD FLOOR NEW YORK NY 100173211 308408498 0 1048 X WWW.NATIONALMSSOCIETY.ORG X 1946 NY WE WILL CURE MS WHILE EMPOWERING PEOPLE AFFECTED BY MS TO LIVE THEIR BEST LIVES. 26 25 789 30000 834426 0 164094474 138491006 0 0 6657527 21727386 998636 1748431 171750637 161966823 30200989 26584095 0 0 94295974 84308355 2400997 2406140 32196875 42178454 42405754 169076414 155704344 2674223 6262479 201117763 189195287 73624690 66611316 127493073 122583971 X WE WILL CURE MS WHILE EMPOWERING PEOPLE AFFECTED BY MS TO LIVE THEIR BEST LIVES. 0 0 40872775 277402 0 CLIENT AND COMMUNITY SERVICES (SEE SCHEDULE O)CLIENT AND COMMUNITY SERVICES - THE SOCIETY EMPOWERS PEOPLE AFFECTED BY MS TO SOLVE EVERYDAY CHALLENGES. WE BELIEVE THAT WHEN INDIVIDUALS ARE INFORMED, CONNECTED AND SUPPORTED BY LOVED ONES, COMMUNITIES, HEALTHCARE PROVIDERS AND THE SOCIETY, THEY EXPERIENCE AN IMPROVED QUALITY OF LIFE, INCREASED CONFIDENCE, NEW CONNECTIONS, AND TAKE POSITIVE ACTIONS TOWARD LIVING THEIR BEST LIVES. WE ACHIEVE THIS BY SERVING AS A TRUSTED SOURCE OF SUPPORT, OFFERING EDUCATIONAL PROGRAMS, RELIABLE INFORMATION, AND ONE-ON-ONE GUIDANCE THROUGH MS NAVIGATORS. WE ALSO FOSTER CONNECTIONS BETWEEN PEOPLE IMPACTED BY MS, PROVIDING EMOTIONAL SUPPORT AND A SENSE OF COMMUNITY. IN FISCAL 2025, MS NAVIGATORS ASSISTED 22,980 INDIVIDUALS IN CONNECTING TO CRITICAL RESOURCES SUCH AS MS EDUCATION AND INFORMATION, HEALTHCARE, FINANCIAL, EMOTIONAL, AND PERSONALIZED CASE MANAGEMENT SUPPORT. THE SOCIETY DELIVERED OVER 96 VIRTUAL AND IN-PERSON EDUCATIONAL PROGRAMS, REACHING 1,786 ATTENDEES. PROGRAMS WERE MADE AVAILABLE ON DEMAND, ALLOWING AN ADDITIONAL 268,996 INDIVIDUALS TO ENGAGE WITH THE CONTENT. TOPICS INCLUDED SYMPTOM MANAGEMENT, TREATMENT OPTIONS, AND WELLNESS STRATEGIES. APPROXIMATELY 654 ACTIVE SUPPORT GROUP LEADERS SPANNED THE COUNTRY, HELPING PROVIDE CONNECTIONS BOTH IN-PERSON AND WITHIN VIRTUAL SETTING FOR PEOPLE LIVING WITH MS AND THEIR LOVED ONES. 1,042 INDIVIDUALS WERE REFERRED BY THEIR HEALTHCARE PROVIDER TO THE NATIONAL MS SOCIETY TO RECEIVE INFORMATION AND SUPPORT IN MANAGING MS.AS A RESULT OF THESE CLIENT AND COMMUNITY SERVICES, 72% OF PARTICIPATING INDIVIDUALS FEEL MORE CONFIDENT IN ADDRESSING CHALLENGES OF MS, AND 78% OF INDIVIDUALS MADE NEW CONNECTIONS TO INFORMATION, PEOPLE, AND OTHER SOURCES OF SUPPORT.THESE PROGRAMS AND SUPPORT DIRECTLY ADVANCE OUR MISSION TO CURE MS WHILE ENPOWERING PEOPLE AFFECTED BY MS TO LIVE THEIR BEST LIVES. 33633411 0 0 PUBLIC EDUCATION (SEE SCHEDULE O)PUBLIC EDUCATION - PEOPLE WITH MS CAN BETTER MANAGE THEIR DISEASE WHEN THEY HAVE THE SUPPORT AND UNDERSTANDING OF THE PEOPLE AROUND THEM-FROM DOCTORS TO EMPLOYERS TO FAMILY MEMBERS. THAT'S WHY WE WORK RELENTLESSLY TO TELL THE WORLD WHAT IT MEANS TO LIVE WITH MS. WE EDUCATE THE PUBLIC THROUGH THE SOCIETY'S AWARENESS CAMPAIGNS, PUBLIC SERVICE ANNOUNCEMENTS, AND MOMENTUM, WHICH IS THE SOCIETY'S FLAGSHIP MAGAZINE DISTRIBUTED QUARTERLY TO NEARLY 550,000 PEOPLE LIVING WITH MS, HEALTHCARE PROVIDERS, AND SUPPORTERS OF THE SOCIETY. WE SEND BIMONTHLY EMAILS WITH NEWS AND INFORMATION ABOUT MS TO 700,000 PEOPLE AND MORE THAN 5.6 MILLION PEOPLE VISIT THE SOCIETY'S WEBSITE EACH YEAR TO ACCESS INFORMATION AND SUPPORT AND GET INVOLVED.IN ADDITION, MANY PEOPLE GET ENGAGED IN CONVERSATIONS AND LEARN MORE ABOUT MS VIA THE SOCIETY'S SOCIAL MEDIA, WITH MORE THAN 1.15 MILLION FOLLOWERS. 29267742 24394743 0 RESEARCH AND SCIENTIFIC STUDIES (SEE SCHEDULE O)RESEARCH AND SCIENTIFIC STUDIES - IN FISCAL 2025, THE SOCIETY INVESTED NEARLY $30 MILLION TO SUPPORT 311 NEW AND ONGOING RESEARCH PROJECTS AROUND THE WORLD AIMED AT STOPPING MS IN ITS TRACKS, RESTORING FUNCTION, AND ENDING THE DISEASE FOREVER. THE SOCIETY ENGAGED 100 EXPERT SCIENTIFIC AND PEER REVIEWERS TO EVALUATE 312 PROPOSALS FOR RESEARCH GRANTS, FELLOWSHIPS AND EARLY CAREER AWARDS, COMMERCIAL RESEARCH AND DEVELOPMENT AGREEMENTS, AND TARGETED RESEARCH GRANTS. WE ALSO ENGAGED 14 LAY COMMUNITY REVIEWERS TO HELP THE SOCIETY IDENTIFY THE MOST PROMISING AND APPROPRIATE RESEARCH INVESTMENTS.RESEARCH PRIORITY AREAS TO DRIVE BREAKTHROUGHS TO A CURE INCLUDE: ACCELERATING PROMISING RESEARCH TO EMPOWER PEOPLE AFFECTED BY MS TO LIVE THEIR BEST LIVES AND ADVANCE THE PATHWAYS TO MS CURES ROADMAP, INCLUDING: STOPPING DISEASE ACTIVITY AND PROGRESSION THROUGH PRECISION MEDICINE AND EARLY DETECTION; RESTORING WHAT'S BEEN LOST BY REVERSING SYMPTOMS AND DISABILITY THROUGH REGENERATION AND FUNCTIONAL RECOVERY ENHANCED BY REHABILITATION AND WELLNESS; AND ENDING THE DISEASE THROUGH PREVENTION BY LIMITING EXPOSURE TO RISK FACTORS ACROSS THE POPULATION AND FOR THOSE MOST AT-RISK. 6019245 1911950 0 PROFESSIONAL EDUCATION AND TRAINING - THE SOCIETY WANTS SCIENTISTS AND HEALTHCARE PROFESSIONALS TO BE AWARE OF AND TRAINED IN MS SO THAT THE VERY BEST EXPERTISE WORLDWIDE IS ENGAGED IN FINDING TREATMENTS AND SOLUTIONS FOR EVERYONE WITH MS. THIS INCLUDES ACTIVITIES AND PROGRAMS DESIGNED TO IMPROVE THE KNOWLEDGE, SKILLS, AND CRITICAL JUDGEMENT OF SCIENTISTS, PHYSICIANS AND OTHER HEALTHCARE PROFESSIONALS ENGAGED (DIRECTLY OR INDIRECTLY) IN PROVIDING SERVICES TO PEOPLE LIVING WITH MS BY KEEPING THEM ABREAST OF NEW DIAGNOSTIC TECHNIQUES AND THERAPIES. IN FISCAL 2025, 41 ECHO-TRAINED CLINICIANS, WHO PROVIDE CARE FOR APPROXIMATELY 3,620 PEOPLE WITH MS, PARTICIPATED IN ECHO MS, WHICH IS A CONTINUING MEDICAL EDUCATION PROGRAM THAT ESTABLISHES A PEER-TO-PEER KNOWLEDGE SHARING NETWORK TO IMPROVE OVERALL HEALTH OUTCOMES FOR INDIVIDUALS WITH MS. 88% OF PARTICIPANTS REPORTED THAT THEY WILL BE MAKING A CHANGE TO THEIR CLINICAL PRACTICE AS A RESULT OF THE PROGRAM. AS OF 2025, THE SOCIETY HAS FUNDED THE TRAINING OF 285 PHYSICIANS TO BECOME MS SPECIALISTS WHO ARE NOW PROVIDING CARE FOR NEARLY 50,620 PEOPLE LIVING WITH MS. 6019245 1911950 0 109793173 1 1 0 1 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 1 1 0 1 1 1 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 989 4 1 789 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 26 25 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X X CYNTHIA BERTRANDO CFO 8003444867 733 THIRD AVENUE NEW YORK NY 100173211 TIMOTHY COETZEE PRESIDENT & CEO (AS OF 07/2024) 40.00 0.00 X X 505332 0 61301 PETER PORRINO CHAIR 5.00 0.00 X X 0 0 0 DANA M FOOTE VICE CHAIR (THRU 11/2024) 5.00 0.00 X X 0 0 0 BONNIE HIGGINS VICE CHAIR 5.00 0.00 X X 0 0 0 CAROLINE WHITACRE VICE CHAIR 5.00 0.00 X X 0 0 0 CHRIS CAMPBELL DIRECTOR 5.00 0.00 X 0 0 0 HAFIZ CHANDIWALA DIRECTOR 5.00 0.00 X 0 0 0 MICHELE DINN DIRECTOR 5.00 0.00 X 0 0 0 KASSAUNDRA ESCALERA DIRECTOR (THRU 11/2024) 5.00 0.00 X 0 0 0 DON FRACCHIA DIRECTOR 5.00 0.00 X 0 0 0 PETER GALLIGAN DIRECTOR (THRU 11/2024) 5.00 0.00 X 0 0 0 SHYAM GIDUMAL DIRECTOR 5.00 0.00 X 0 0 0 ANDY HARRIS DIRECTOR 5.00 0.00 X 0 0 0 IAN HARRIS DIRECTOR 5.00 0.00 X 0 0 0 WILLIAM HOLLEY DIRECTOR (THRU 11/2024) 5.00 0.00 X 0 0 0 TIMOTHY HUSKEY DIRECTOR 5.00 0.00 X 0 0 0 JAMIE LARSEN DIRECTOR 5.00 0.00 X 0 0 0 ANDREA LINDSLEY DIRECTOR 5.00 0.00 X 0 0 0 MARK LIVINGSTON DIRECTOR 5.00 0.00 X 0 0 0 LINDA MCALEER DIRECTOR (THRU 11/2024) 5.00 0.00 X 0 0 0 RICK MCDERMOTT DIRECTOR 5.00 0.00 X 0 0 0 HELEN MYERS DIRECTOR 5.00 0.00 X 0 0 0 OMOSEDE OGIAMIEN DIRECTOR (AS OF 11/2024) 5.00 0.00 X 0 0 0 RUSSELL PARKER DIRECTOR 5.00 0.00 X 0 0 0 TOBI ROGOWSKY DIRECTOR (THRU 11/2024) 5.00 0.00 X 0 0 0 DAVID M ROTTKAMP DIRECTOR 5.00 0.00 X 0 0 0 ROBERT SHIN DIRECTOR 5.00 0.00 X 0 0 0 JASON SIBLEY DIRECTOR (AS OF 11/2024) 5.00 0.00 X 0 0 0 NANCY SICOTTE DIRECTOR 5.00 0.00 X 0 0 0 JAMI STEWART DIRECTOR 5.00 0.00 X 0 0 0 DIANA TWADELL DIRECTOR 5.00 0.00 X 0 0 0 WENDI WASIK DIRECTOR 5.00 0.00 X 0 0 0 CYNTHIA BERTRANDO CHIEF FINANCIAL OFFICER 40.00 0.00 X 399744 0 66149 STEPHANIE DAVIDSON - CHIEF PPL & CULTURE OFFICER (AS OF 11/24) 40.00 0.00 X 46154 0 1231 LAUREN HALL AS OF 012025 CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 0 0 0 FRANCESCO DE FLAVIS - CHIEF MKTING & COMMS OFF. (AS OF 05/2025) 40.00 0.00 X 0 0 0 JENNIFER LEE EVP, DEVELOPMENT (THRU 10/2024) 40.00 0.00 X 316387 0 23977 BRUCE BEBO EVP, RESEARCH 40.00 0.00 X 231578 0 36455 RONDA KRIER EVP, TECHNOLOGY 40.00 0.00 X 213993 0 55506 KAREN MARINER EVP, PROGRAMS & SUPPORT 40.00 0.00 X 197901 0 23439 MISTY FLOWERS EVP, FINANCE & OPERATIONS 40.00 0.00 X 176062 0 50028 PHYLLIS ROBSHAM THRU 072024 FMR. EVP, COMMUNITY LEADERSHIP 0.00 0.00 X 300343 0 17064 WHITNIE GLADDEN GENERAL COUNSEL (THRU 02/2025) 40.00 0.00 X 275913 0 11463 BARI TALENTE EVP, ADVOCACY & HEALTHCARE ACCESS 40.00 0.00 X 268405 0 58148 RON ZWERIN THRU 062024 FMR. EVP, MKT, BRAND & COMMUNICATIONS 0.00 0.00 X 176875 0 27487 REBECCA FEHLIG THRU 072024 SVP, INNOVATIONS & OPERATIONS 40.00 0.00 X 162319 0 30772 CYNTHIA ZAGIEBOYLO FMR. PRESIDENT & CEO(THRU 07/2024) 0.00 0.00 X 404427 0 14997 LISA GOLDFARB THRU 052024 FMR. CHIEF PPL, VOL & COMM ENG OFF. 0.00 0.00 X 306462 0 9647 3981895 0 487664 114 1 1 0 MERKLE INC 7001 COLUMBIA GATEWAY DRIVE COLUMBIA MD 21046 DIRECT MARKETING 2886811 SLALOM INC 255 S KING ST STE 1800 SEATTLE WA 98104 IT PROFESSIONAL SERVICES 2750405 GLOBAL CLOUD LTD 30 WEST THIRD STREET CINCINNATI OH 45202 IT/PROCESSING SERVICES 1482746 SOUND COMMUNICATIONS INC 3474 PARK STREET GROVE CITY OH 43123 DIGITAL MARKETING 1108852 CLOUD FOR GOOD HOLDINGS INC 1854A HENDERSONVILLE RD 252 ASHEVILLE NC 28803 IT PROFESSIONAL SERVICES 1015373 36 78720782 553398 59216826 2169236 138491006 4290462 4290462 7681 0 7681 7681 7681 138635934 121199010 17436924 17436924 17436924 25241774 78720782 25241774 0 77281 891 76390 76390 ADVERTISING INCOME 900099 834426 834426 ADJUSTMENT OF RESEARCH 900099 678337 678337 151597 151597 1664360 161966823 0 834426 22641391 23191902 23191902 387601 387601 3004592 3004592 2578374 1843220 271385 463769 62151181 44430439 6541684 11179058 2014328 1439996 212017 362315 12538673 8963607 1319750 2255316 5025799 3592827 528987 903985 296662 296662 754044 754044 185707 185707 69044 69044 2406140 2406140 161910 161910 5501170 4030281 1470889 3465985 1128920 170415 2166650 3603734 93259 69894 3440581 9499856 7131647 699624 1668585 5129543 3585550 974613 569380 1211099 600661 108007 502431 1907784 1485551 157441 264792 1258143 879442 139654 239047 1050719 733822 116840 200057 PRINTING, PUB., & POST. 7216445 2349976 890481 3975988 AWARDS & PRIZES 319230 305098 833 13299 EQUIPMENT RENTAL 210370 146976 23421 39973 BAD DEBTS 147731 38011 73747 35973 416578 360751 17180 38647 155704344 109793173 13714296 32196875 X 5565195 691878 964329 3908988 22733586 36610655 10993676 9305870 343656 513405 6471020 5212633 8298353 5648898 3885974 2649455 111852609 118215976 154480 18091 44682762 16669202 201117763 189195287 14142448 13910239 24049274 23054207 8624082 8018940 14564199 13355149 12244687 8272781 73624690 66611316 X 54418000 65444665 73075073 57139306 127493073 122583971 201117763 189195287 X 6262479 -12958679 1787098 X 0 1 X 1 0 X 139286957 166995681 145194411 164094474 138491006 754062529 139286957 166995681 145194411 164094474 138491006 754062529 7431094 746631435 2907536 3602458 4712323 4141331 4298143 19661791 1262718 760548 409144 642657 834426 3909493 8188509 19870045 22796887 23807077 26148989 100811507 878445320 13425 0.84990 0.86990 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING - 2020 AMOUNT: $ 8,057,964. 2021 AMOUNT: $ 19,793,927. 2022 AMOUNT: $ 22,412,256. 2023 AMOUNT: $ 23,465,772. 2024 AMOUNT: $ 25,241,774. GROSS RECEIPT FROM GAMING - 2022 AMOUNT: $ 201,720. 2023 AMOUNT: $ 74,985. 2024 AMOUNT: $ 77,281. MISCELLANEOUS INCOME - 2020 AMOUNT: $ 130,545. 2021 AMOUNT: $ 76,118. 2022 AMOUNT: $ 182,911. 2023 AMOUNT: $ 266,320. 2024 AMOUNT: $ 829,934. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 479526 1 23976 0 1 679329 1 415589 0 1598420 0 PART II-B, LINE 1: APPROXIMATELY 45,000 MS ACTIVISTS WITH PERSONAL CONNECTIONS TO MULTIPLE SCLEROSIS ARE ON THE FRONTLINE, MOVING TOGETHER AND SPEAKING WITH ONE VOICE TO CREATE LEGISLATIVE AND REGULATORY CHANGES THAT BENEFIT PEOPLE LIVING WITH MS AND THEIR FAMILIES. THEIR ACTIONS DRIVE CHANGE IN PUBLIC POLICIES TO BRING POSITIVE IMPACT FOR PEOPLE AFFECTED BY MS. VOLUNTEERS SHARE STORIES ABOUT LIVING WITH MS, CONNECT WITH DECISION MAKERS, WORK WITH LIKE-MINDED PARTNERS AND CREATE SYSTEMIC CHANGE TO IMPACT THE GREATEST NUMBER OF PEOPLE POSSIBLE. STATE AND FEDERAL POLICY PRIORITIES ARE DETERMINED BY BOTH AN ORGANIZATIONAL PROCESS AND BY STAFF AND ADVOCACY VOLUNTEERS. TOP AREAS OF FOCUS IN FISCAL 2025 INCLUDED ADVOCATING FOR ACCESS TO QUALITY, AFFORDABLE HEALTH COVERAGE; ACCESS TO AFFORDABLE MEDICATION (PHARMACY BENEFIT MANAGER REFORM); EXTENDING BENEFITS OF TELEHEALTH SERVICES; DECREASING THE IMPACT OF MEDICAL DEBT; AND INCREASED FUNDING FOR MS RESEARCH. 0 1 X 23657330 5000 2915631 958168 23159 25596634 19860478 4561084 703347 60885 23657330 18296930 5000 2600261 1011097 30616 19860478 23355758 553 -4254137 734562 70682 18296930 20280605 211969 5090737 2182798 44755 23355758 0.64986 0.35014 0 0 1332869 593031 739838 4350886 2446856 1904030 2614598 2609011 5587 2649455 OPERATING LEASE RIGHT-OF-USE ASSETS 5833443 OTHER NON-CURRENT ASSETS 5680866 BENEFICIAL INTERESTS IN TRUSTS 5154893 16669202 LEASE LIABILITIES 6785738 DUE TO ANNUITANTS 1112643 OTHER LIABILITIES 374400 8272781 X 160037380 -12958679 10704049 487097 -1767533 161804913 161910 161910 161966823 164946482 10704049 -1300001 9404048 155542434 161910 161910 155704344 PART IV, LINE 2B: ESCROW LIABILITY ARRANGEMENT EXPLANATION THE SOCIETY IS THE LEAD AGENCY AND A MANAGING MEMBER OF THE PROGRESSIVE MS ALLIANCE, ALONG WITH ASSOCIANZIONE ITALIANA SCLEROSI MULTIPLA (ITALY), MS AUSTRALIA, MULTIPLE SCLEROSIS INTERNATIONAL FEDERATION, MS SOCIETY (UNITED KINGDOM), AND THE MULTIPLE SCLEROSIS SOCIETY OF CANADA. THE ALLIANCE IS OPEN TO MS ORGANIZATIONS FROM AROUND THE WORLD AND IT IS CONTINUALLY SEEKING NEW MEMBER ORGANIZATIONS FROM THE GLOBAL MS COMMUNITY. THE ALLIANCE MADE A JOINT COMMITMENT TO ACCELERATE THE DEVELOPMENT OF TREATMENT FOR PROGRESSIVE MS. THE ALLIANCE HAS THREE PRIORITY OBJECTIVES WHICH INCLUDE: UNDERSTAND, PREVENT AND REVERSE PROGRESSION, SPEED UP AND IMPROVE CLINICAL TRIALS, AND IMPROVE WELL-BEING THROUGH PROVEN THERAPEUTIC APPROACHES. OUR FOCUS AND MISSION REMAIN CLEAR: TO ACCELERATE THE DEVELOPMENT OF EFFECTIVE TREATMENTS FOR PEOPLE WITH PROGRESSIVE MULTIPLE SCLEROSIS WORLDWIDE. THE ALLIANCE INVESTS IN RESEARCH THAT ADVANCES OUR UNDERSTANDING OF PROGRESSIVE MS, IDENTIFIES POTENTIAL NEW TREATMENTS, AND CREATES TOOLS TO SPEED UP AND IMPROVE CLINICAL TRIALS. AS A MANAGING MEMBER, THE SOCIETY CONTRIBUTED $14,850,980 THROUGH FISCAL 2025 AND HAS COMMITTED $1,975,169 OVER THE NEXT SIX YEARS, CONDITIONAL ON VARIOUS FACTORS. IN ADDITION, AS THE LEAD AGENCY, THE SOCIETY MAINTAINS CUSTODY OF THE POOLED FUNDS CONTRIBUTED FROM OTHER ALLIANCE MEMBERS. THE DISBURSEMENT OF FUNDS FOR PROGRESSIVE MS RESEARCH INITIATIVES IS APPROVED BY THE EXECUTIVE COMMITTEE, MADE UP OF THE CEOS OF THE MANAGING MEMBER ORGANIZATIONS. THE SOCIETY RECEIVED A TOTAL OF $2,146,353 DURING THE YEAR ENDING SEPTEMBER 30, 2025, FROM ALLIANCE MEMBERS, WHICH WILL BE HELD UNTIL SUCH TIME THE FUNDS ARE APPROVED FOR EXPENDITURE. AS OF SEPTEMBER 30, 2025, THE SOCIETY RECORDED UNSPENT DONATED FUNDS, CONSISTING OF BOTH SOCIETY AND OTHER ALLIANCE MEMBERS' MONIES, TOTALING $13,355,149 AS A LIABILITY. PART V, LINE 4: INTENDED USES OF ENDOWMENT FUND THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER INTENDED TO PRESERVE THEIR VALUE CONSISTENT WITH SUCH DONOR STIPULATIONS, MINIMIZE THE EFFECT OF HIGH ECONOMIC VOLATILITY AND/OR LOW INVESTMENT RETURN AND PROVIDE FUNDING FOR THE PROGRAMS SPECIFIED BY THE DONORS, INCLUDING THE MARILYN HILTON MS ACHIEVEMENT CENTER, DIRECT FINANCIAL ASSISTANCE, RESEARCH, AND OTHER GENERAL SERVICES, PROGRAMS AND OPERATIONS. PART X, LINE 2: FIN 48 FOOTNOTE GUIDANCE IN "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" UNDER THE ASC OF THE FASB CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS STANDARD PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE STANDARD ALSO PROVIDES GUIDANCE ON MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURE. THE SOCIETY HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND, TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE SOCIETY HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN TRUST 462,583. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 24,514. PART XII, LINE 2D - OTHER ADJUSTMENTS: ADJUSTMENT FOR DONATED SERVICES -1,300,001. RECORDED TO PREPAID EXPENSES 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 11 GRANTMAKING 1832222 NORTH AMERICA 0 5 GRANTMAKING 601383 EAST ASIA AND THE PACIFIC 0 4 GRANTMAKING 570987 0 20 0 0 0 20 3004592 0 3004592 EAST ASIA AND THE PACIFIC RESEARCH 69600 WIRE 0 EAST ASIA AND THE PACIFIC RESEARCH 160363 WIRE 0 EAST ASIA AND THE PACIFIC RESEARCH 193315 WIRE 0 EAST ASIA AND THE PACIFIC RESEARCH 147709 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 379491 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 97980 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 121429 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 138032 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 27027 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 342000 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 24750 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 190618 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 71246 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 258850 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 180800 WIRE 0 NORTH AMERICA RESEARCH 74564 WIRE 0 NORTH AMERICA RESEARCH 182571 WIRE 0 NORTH AMERICA RESEARCH 144250 WIRE 0 NORTH AMERICA RESEARCH 99998 WIRE 0 NORTH AMERICA RESEARCH 100000 WIRE 0 20 0 0 0 0 0 0 0 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS THE SOCIETY HAS INDEPENDENT RESEARCH AND CLINICAL ADVISORY COMMITTEES THAT EVALUATE ALL GRANT APPLICATIONS AND RECOMMEND GRANTS TO BE FUNDED BY THE SOCIETY BASED UPON THE QUALIFICATIONS OF THE INSTITUTION AND RESEARCHER(S), AND THE PROPOSAL'S SCIENTIFIC OR ACADEMIC MERIT AND POTENTIAL APPLICABILITY TO MS. QUALIFIED SCIENTIFIC AND PROGRAMMATIC STAFF PREPARE FINAL RECOMMENDATIONS FOR CEO APPROVAL. ONCE A GRANT HAS BEEN APPROVED, ALL GRANTEES ARE REQUIRED TO PROVIDE PROGRESS AND FINANCIAL REPORTS ON A REGULAR BASIS WHICH ARE REVIEWED BY QUALIFIED STAFF. X X X X X X X 1 MERKLE GROUP 7001 COLUMBIA GATEWAY DRIVE COLUMBIA MD 21046 DONOR DATA 0 7617235 2299787 5317448 CLINTON MATTHEW BELL 3262 WALDEN GLEN ESCONDIDO CA 92027 EVENT AUCTIONEER 0 631648 34261 597387 REVEL ROUSER EVENTS 4542 S LUCILE STREET SEATTLE WA 98118 EVENT AUCTIONEER 0 223427 5000 218427 SAFER & COMPANY INC 23415 RIO DEL MAR DRIVE BOCA RATON FL 33486 EVENT AUCTIONEER 0 107905 7500 100405 BEN FARRELL AUCTION & REAL ESTATE LLC 920 GREEN VALLEY DRIVE NASHVILLE TN 37220 EVENT AUCTIONEER 0 101451 9992 91460 KERRY SAYERS DOUCET 385 N OAK STREET ELMHURST IL 60126 EVENT AUCTIONEER 0 86996 6000 80996 SCOTT ROBERTSON PA 2759 JANET STREET MATLACHA FL 33993 EVENT AUCTIONEER 0 81000 7800 73200 HUNT AUCTIONEERS 2 GOLD STREET 4503 NEW YORK NY 10038 EVENT AUCTIONEER 0 31083 7500 23583 MATTHEW WALTER NEWSOM 1901 KILMONACK LANE CHARLOTTE NC 28270 EVENT AUCTIONEER 0 15574 5250 10324 8896319 2383090 6513230 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI BIKE MS (50) 53173014 38763957 14409057 1588470 1485451 2635023 289156 8410957 WALK MS (218) 32102731 25984445 6118286 956241 924214 353239 234913 3649679 101 18686811 13972380 4714431 112525 618857 2150543 559639 1272867 103962556 78720782 25241774 2657236 3028522 5138805 1083708 13333503 25241774 0 77281 891 0 77281 891 891 76390 MA NC PA TX 1 0 1 0 0.00000 1.00000 CYNTHIA BERTRANDO CFO 733 THIRD AVENUE 3RD FLOOR NEW YORK NY 100173211 0 CYNTHIA BERTRANDO CFO 0 CYNTHIA BERTRANDO, THE CHIEF FINANCIAL OFFICER, PREPARES THE BOOKS AND RECORDS FOR THE ORGANIZATION'S GAMING/SPECIAL EVENTS AND OVERSEES THE MANAGEMENT OF THE GAMING OPERATION. THESE RESPONSIBILITIES ARE PART OF HER ROLE AS CFO. SHE DOES NOT RECEIVE SEPARATE COMPENSATION RELATED TO MANAGEMENT OF THE GAMING ACTIVITIES. X 1 72625 SCHEDULE G, PART I, LINE 2B, COLUMN (V) PROFESSIONAL FUNDRAISERS THE SOCIETY USED MERKLE FOR THE MAJORITY OF ITS DIRECT MAIL CAMPAIGNS IN FY2025. THESE CAMPAIGNS COLLECTIVELY RAISED $7,617,235 IN REVENUE FOR FY2025. ADDITIONALLY, EVENT AUCTIONEERS ASSIST THE SOCIETY IN ACQUIRING MERCHANDISE TO BE AUCTIONED. COLLECTIVELY, THEY RAISED $1,792,811 IN REVENUE FOR 2025. SCHEDULE G, PART II FUNDRAISING EVENTS BIKE MS BIKE MS IS THE LARGEST CHARITY CYCLING SERIES IN THE WORLD. BIKE MS HAS 49 RIDES ACROSS THE U.S. WITH EXPERIENCES THAT ARE UNIQUE TO EACH RIDE FOR CASUAL, NOVICE, AND EXPERIENCED CYCLISTS. IN FISCAL 2025, OVER 35,000 CYCLISTS AND MORE THAN 3,500 TEAMS RODE AND PROVIDED FUNDRAISING SUPPORT FOR THE SOCIETY. WALK MS WALK MS UNITES THE MS COMMUNITY IN THE LARGEST GATHERING OF ITS KIND TO RAISE FUNDS AND MAKE A DIFFERENCE FOR EVERYONE LIVING WITH MS. IN FISCAL YEAR 2025, WALK MS HOSTED MORE THAN 14,250 TEAMS AND 119,000 PARTICIPANTS WHO RAISED A COLLECTIVE $29.6M. WALK YOUR WAY, A DO-IT-YOURSELF APPROACH TO WALK MS, WELCOMED ALMOST 3000 PARTICIPANTS ACROSS 647 TEAMS AND RAISED $498,000. 1 ACCELERATED CURE PROJECT FOR MS 460 TOTTEN POND ROAD SUITE 420 WALTHAM MA 02452 043555864 501(C)(3) 332688 0 RESEARCH AMERICAN BRAIN FOUNDATION 201 CHICAGO AVE MINNEAPOLIS MN 55415 411717098 501(C)(3) 150000 0 RESEARCH BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA HOUSTON TX 77030 741613878 501(C)(3) 44779 0 RESEARCH BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 1201 9TH AVENUE SEATTLE WA 98101 910653422 501(C)(3) 314851 0 RESEARCH BREAKTHROUGH T1D 200 VESEY STREET 28TH FLOOR NEW YORK NY 10281 231907729 501(C)(3) 224584 0 RESEARCH BRIGHAM & WOMEN'S HOSPITAL 60 FENWOOD RD 10TH FL STE 10002J BOSTON MA 02115 042312909 501(C)(3) 635345 0 RESEARCH BRIGHAM & WOMEN'S HOSPITAL 60 FENWOOD RD 10TH FL STE 10002J BOSTON MA 02115 042312909 501(C)(3) 116875 0 CLINICAL CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVENUE CLEVELAND OH 44106 341018992 501(C)(3) 518246 0 RESEARCH CEDARS SINAI MEDICAL CENTER 8700 BEVERLY BLVD LOS ANGELES CA 90048 951644600 501(C)(3) 98664 0 RESEARCH CEDARS SINAI MEDICAL CENTER 8700 BEVERLY BLVD LOS ANGELES CA 90048 951644600 501(C)(3) 18750 0 CLINICAL CHILDREN'S HOSPITAL OF PHILADELPHIA 3401 CIVIC CENTER BLVD PHILADELPHIA PA 19104 231352166 501(C)(3) 34375 0 RESEARCH CHILDREN'S HOSPITAL OF PHILADELPHIA 3401 CIVIC CENTER BLVD PHILADELPHIA PA 19104 231352166 501(C)(3) 117375 0 CLINICAL CHILDRENS HOSPITAL CORPORATION 300 LONGWOOD AVE BOSTON MA 02115 042774441 501(C)(3) 109647 0 RESEARCH CHILDRENS HOSPITAL MEDICAL CENTER 3333 BURNET AVENUE CINCINNATI OH 45229 310833936 501(C)(3) 50000 0 RESEARCH CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVENUE CLEVELAND OH 44195 340714585 501(C)(3) 966543 0 RESEARCH CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVENUE CLEVELAND OH 44195 340714585 501(C)(3) 213481 0 CLINICAL COLORADO STATE UNIVERSITY MOBY B 201A 1582 CAMPUS DELIVERY ATTN BRETT FLING FORT COLLINS CO 80523 846000545 GOV 223380 0 RESEARCH COLUMBIA UNIVERSITY 615 WEST 131ST STREET 3RD FLOOR NEW YORK NY 10027 135598093 501(C)(3) 1280874 0 RESEARCH COLUMBIA UNIVERSITY 615 WEST 131ST STREET 3RD FLOOR NEW YORK NY 10027 135598093 501(C)(3) 117425 0 CLINICAL DIGNITY HEALTH 350 WEST THOMAS ROAD PHOENIX AZ 85013 941196203 501(C)(3) 100000 0 RESEARCH DUKE UNIVERSITY BOX 104132 CHARLOTTE NC 28260 560532129 501(C)(3) 30000 0 RESEARCH EMORY UNIVERSITY PO BOX 935084 ATLANTA GA 31193 580566256 501(C)(3) 225342 0 RESEARCH EMORY UNIVERSITY PO BOX 935084 ATLANTA GA 31193 580566256 501(C)(3) 56250 0 CLINICAL EMPIRE DISCOVERY INSTITUTE INC 601 ELMWOOD AVE BOX EDI ROCHESTER NY 14642 823993697 501(C)(3) 245499 0 RESEARCH GEORGETOWN UNIVERSITY 37TH AND O STREETS NW WASHINGTON DC 20057 530196603 501(C)(3) 315168 0 RESEARCH GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION INC 58 EDGEWOOD AVENUE 3RD FLOOR ATLANTA GA 30303 581845423 501(C)(3) 89690 0 RESEARCH HENRY FORD HEALTH SYSTEM 2799 WEST GRAND BLVD DETROIT MI 48202 381357020 501(C)(3) 99725 0 RESEARCH ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI ONE GUSTAVE L LEVY PLACE NEW YORK NY 10029 136171197 501(C)(3) 137296 0 RESEARCH ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI ONE GUSTAVE L LEVY PLACE NEW YORK NY 10029 136171197 501(C)(3) 85606 0 CLINICAL JOHNS HOPKINS UNIVERSITY 1101 EAST 33RD STREET STE D200 BALTIMORE MD 21218 520595110 501(C)(3) 1615407 0 RESEARCH JOHNS HOPKINS UNIVERSITY 1101 EAST 33RD STREET STE D200 BALTIMORE MD 21218 520595110 501(C)(3) 140194 0 CLINICAL KESSLER FOUNDATION RESEARCH CENTER 120 EAGLE ROCK AVENUE SUITE 100 EAST HANOVER NJ 07936 311562134 501(C)(3) 599688 0 RESEARCH LOYOLA UNIVERSITY OF CHICAGO 820 N MICHIGAN AVE LT 1300 CHICAGO IL 60611 361408475 501(C)(3) 137500 0 RESEARCH MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 042697983 501(C)(3) 184694 0 RESEARCH MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 042697983 501(C)(3) 18750 0 CLINICAL MEDSTAR GEORGETOWN MEDICAL CENTER INC 3800 RESERVOIR ROAD NW 7TH FLOOR WASHINGTON DC 20007 522218584 501(C)(3) 18750 0 CLINICAL MOUNT SINAI REHABILITATION HOSPITAL INC 114 WOODLAND STREET MS 510358 HARTFORD CT 06112 061422973 501(C)(3) 147294 0 RESEARCH MYROBALAN THERAPEUTICS INC 200 BOSTON AVE STE G750 MEDFORD ME 02155 871322045 N/A 425482 0 RESEARCH NAT'L INST OF HEALTHNAT'L INST OF NEUROLOGICAL DISORDERS & STROKE 9000 ROCKVILLE PIKE BETHESDA MD 20892 520858115 501(C)(3) 294817 0 RESEARCH NEW YORK UNIVERSITY 545 FIRST AVENUE NEW YORK NY 10016 135562308 501(C)(3) 75000 0 CLINICAL NEW YORK UNIVERSITY LANGONE MEDICAL CENTER 550 FIRST AVENUE NEW YORK NY 10016 135562308 501(C)(3) 180980 0 RESEARCH NORTHWESTERN UNIVERSITY 633 CLARK STREET EVANSTON IL 60208 362167817 501(C)(3) 117622 0 RESEARCH NORTHWESTERN UNIVERSITY 633 CLARK STREET EVANSTON IL 60208 362167817 501(C)(3) 18750 0 CLINICAL OREGON HEALTH & SCIENCE UNIVERSITY 2525 SW 3RD AVE SUITE 245 PORTLAND OR 97201 931176109 501(C)(3) 200000 0 RESEARCH REGENTS OF THE UNIVERSITY OF MICHIGAN 1109 GEDDES AVENUE ANN ARBOR MI 48109 386006309 GOV 474490 0 RESEARCH REGENTS OF THE UNIVERSITY OF MICHIGAN 1109 GEDDES AVENUE ANN ARBOR MI 48109 386006309 GOV 173125 0 CLINICAL REHABILITION INSTITUTE OF CHICAGO 355 E ERIE STREET CHICAGO IL 60611 362256036 501(C)(3) 237286 0 RESEARCH RHODE ISLAND HOSPITAL 593 EDDY STREET PROVIDENCE RI 02903 050258954 501(C)(3) 18750 0 CLINICAL STANFORD UNIVERSITY 3145 PORTER DRIVE PALO ALTO CA 94304 941156365 501(C)(3) 910753 0 RESEARCH STATE OF MARYLAND 220 ARCH ST BOWIE MD 20715 526002033 GOV 97620 0 RESEARCH THE J DAVID GLADSTONE INSTITUTES 1650 OWENS ST SAN FRANCISCO CA 94158 237203666 501(C)(3) 20066 0 RESEARCH THE MEDICAL COLLEGE OF WISCONSIN 8701 WATERTOWN PLANK RD MILWAUKEE WI 53226 390806261 501(C)(3) 18750 0 CLINICAL THE MGH INSTITUTE OF HEALTH PROFESSIONS 36 1ST AVENUE CHARLESTOWN MA 02129 042868893 501(C)(3) 400085 0 RESEARCH THE OHIO STATE UNIVERSITY 901 WOODY HAYES DRIVE COLUMBUS OH 43210 316025986 GOV 170348 0 RESEARCH THE OHIO STATE UNIVERSITY 901 WOODY HAYES DRIVE COLUMBUS OH 43210 316025986 GOV 75000 0 CLINICAL THE UNIVERSITY OF IOWA 105 JESSUP HALL IOWA CITY IA 52242 426004813 GOV 116122 0 RESEARCH THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON 7000 FANNIN STREET HOUSTON TX 77030 741761309 GOV 18750 0 CLINICAL THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD MC 9029 DALLAS TX 75390 756002868 501(C)(3) 221873 0 RESEARCH THE UNIVERSITY OF VERMONT 85 SO PROSPECT ST 333 WATERMAN BLDG BURLINGTON VT 05405 030179440 501(C)(3) 118844 0 RESEARCH TRUSTEES OF DARTMOUTH COLLEGE 7 LEBANON STREET SUITE 302 HANOVER NH 03755 020222111 501(C)(3) 67662 0 RESEARCH UNIVERSITY OF ALABAMA 701 20TH STREET S - AB 921 BIRMINGHAM AL 35294 636005396 GOV 112595 0 CLINICAL UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE LA JOLLA CA 92093 956006144 GOV 295713 0 RESEARCH UNIVERSITY OF CALIFORNIA SAN FRANCISCO 1855 FOLSOM STREET BOX 0812 SAN FRANCISCO CA 94143 946036493 GOV 1310088 0 RESEARCH UNIVERSITY OF CALIFORNIA SAN FRANCISCO 1855 FOLSOM STREET BOX 0812 SAN FRANCISCO CA 94143 946036493 GOV 17531 0 CLINICAL UNIVERSITY OF CALIFORNIA RIVERSIDE 900 UNIVERSITY AVE RIVERSIDE CA 92521 956006142 GOV 271156 0 RESEARCH UNIVERSITY OF COLORADO DENVER AMC BLDG 500 13001 E 17TH PL BOULDER CO 80309 846000555 GOV 601810 0 RESEARCH UNIVERSITY OF COLORADO DENVER AMC BLDG 500 13001 E 17TH PL BOULDER CO 80309 846000555 GOV 161019 0 CLINICAL UNIVERSITY OF CONNECTICUT HEALTH CENTER 263 FARMINGTON AVENUE FARMINGTON CT 06030 521725543 GOV 6000 0 RESEARCH UNIVERSITY OF FLORIDA BOARD OF TRUSTEES PO BOX 24736 NEW YORK NY 10087 596002052 GOV 66844 0 RESEARCH UNIVERSITY OF ILLINOIS AT CHICAGO 800 SOUTH MARSHFIELD AVENUE 511MB CHICAGO IL 60612 376000511 GOV 261932 0 RESEARCH UNIVERSITY OF KANSAS CENTER FOR RESEARCH INC 2385 IRVING HILL ROAD LAWRENCE KS 66045 480680117 501(C)(3) 301673 0 RESEARCH UNIVERSITY OF KANSAS MEDICAL CENTER RESEARCH INSTITUTE INC 3901 RAINBOW BLVD MAIL STOP 1039 KANSAS CITY KS 66160 481108830 501(C)(3) 242482 0 RESEARCH UNIVERSITY OF MASSACHUSETTS 100 MORRISSEY BOULEVARD WESTBOROUGH MA 01581 043167352 GOV 239800 0 RESEARCH UNIVERSITY OF MASSACHUSETTS CHAN MEDICAL SCHOOL 55 LAKE AVE NORTH WORCESTER MA 01605 043167352 GOV 67662 0 RESEARCH UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL PO BOX 402420 ATLANTA NC 30384 566001393 GOV 68496 0 RESEARCH UNIVERSITY OF NOTRE DAME DU LAC 724 GRACE HALL NOTRE DAME IN 46556 350868188 501(C)(3) 137500 0 RESEARCH UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET P221 FRANKLIN BUILDING PHILADELPHIA PA 19103 231352685 GOV 278281 0 RESEARCH UNIV OF PITTSBURGH - OF THE CMLTH SYSTEM OF HIGHER EDU 3600 FORBES AVE AT MEYRAN FORBES TOWER SUITE 3010 PITTSBURGH PA 15264 250965591 501(C)(3) 192708 0 RESEARCH UNIVERSITY OF PITTSBURGH PHYSICIANS US STEEL TOWER 600 GRANT ST 58TH FLOOR PITTSBURGH PA 15219 232919472 501(C)(3) 18750 0 CLINICAL UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY GARDENS SUITE 205 LOS ANGELES CA 90089 951642394 GOV 228367 0 RESEARCH UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY GARDENS SUITE 205 LOS ANGELES CA 90089 951642394 GOV 72188 0 CLINICAL UNIVERSITY OF TEXAS AT AUSTIN 110 INNER CAMPUS DR STOP K5300 AUSTIN TX 78712 746000203 GOV 56250 0 CLINICAL UNIVERSITY OF UTAH 201 S PRESIDENTS CIRCLE ROOM 411 SALT LAKE CITY UT 84112 876000525 GOV 836987 0 RESEARCH UNIVERSITY OF WASHINGTON 4300 ROOSEVELT WAY NE SUITE 300 SEATTLE WA 98105 916001537 GOV 263920 0 RESEARCH UNIVERSITY OF WASHINGTON 4300 ROOSEVELT WAY NE SUITE 300 SEATTLE WA 98105 916001537 GOV 56250 0 CLINICAL VANDERBILT UNIVERSITY MEDICAL CENTER 1161 21ST AVE SOUTH SUITE D3300MCN NASHVILLE TN 37232 352528741 501(C)(3) 221476 0 RESEARCH VIRGINIA COMMONWEALTH UNIVERSITY PO BOX 843035 RICHMOND VA 23284 546001758 GOV 386077 0 RESEARCH WASHINGTON UNIVERSITY 700 ROSEDALE AVENUE CB 1034 ST LOUIS MO 63110 430653611 GOV 494655 0 RESEARCH WASHINGTON UNIVERSITY 700 ROSEDALE AVENUE CB 1034 ST LOUIS MO 63110 430653611 GOV 117975 0 CLINICAL WAYNE STATE UNIVERSITY 5057 WOODWARD AVENUE 13TH FL DETROIT MI 48202 386028429 GOV 408831 0 RESEARCH WEILL CORNELL MEDICAL COLLEGE 1300 YORK AVENUE NEW YORK NY 10065 311623978 501(C)(3) 590898 0 RESEARCH YALE UNIVERSITY 2 WHITNEY AVENUE 6TH FLOOR NEW HAVEN CT 06510 060646973 501(C)(3) 539079 0 RESEARCH 74 1 FINANCIAL ASSISTANCE 898 277402 RESEARCH GRANT 11 110199 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS RESEARCH GRANTS THE SOCIETY HAS INDEPENDENT RESEARCH AND CLINICAL ADVISORY COMMITTEES THAT EVALUATE ALL GRANT APPLICATIONS AND RECOMMEND GRANTS TO BE FUNDED BY THE SOCIETY BASED UPON THE QUALIFICATIONS OF THE INSTITUTION AND RESEARCHER(S), AND THE PROPOSAL'S SCIENTIFIC OR ACADEMIC MERIT AND POTENTIAL APPLICABILITY TO MS. QUALIFIED SCIENTIFIC AND PROGRAMMATIC STAFF PREPARE FINAL RECOMMENDATIONS FOR CEO APPROVAL. ONCE A GRANT HAS BEEN APPROVED, GRANTEE RECIPIENTS IN THE UNITED STATES RECEIVING MORE THAN 10K IN FUNDING ARE REQUIRED TO PROVIDE PROGRESS AND FINANCIAL REPORTS ON A REGULAR BASIS WHICH ARE REVIEWED BY QUALIFIED STAFF. FINANCIAL SUPPORT GRANTS THE SOCIETY'S FINANCIAL SUPPORT PROGRAM PROVIDES DIRECT ASSISTANCE TO HELP INDIVIDUALS ACCESS MS RELATED CARE AND/OR IMPROVE QUALITY OF LIFE. RECIPIENTS ARE ISSUED PREPAID PEX CARDS TO PAY VENDORS DIRECTLY FOR ELIGIBLE EXPENSES, INCLUDING MEDICAL EQUIPMENT AND OTHER TREATMENT-RELATED COSTS. X X X X X 1 0 0 0 0 0 0 0 0 TIMOTHY COETZEE PRESIDENT & CEO (AS OF 07/2024) 505332 0 0 0 0 0 13800 0 47501 0 566633 0 0 0 CYNTHIA BERTRANDO CHIEF FINANCIAL OFFICER 399744 0 0 0 0 0 12488 0 53661 0 465893 0 0 0 CYNTHIA ZAGIEBOYLO FMR. PRESIDENT & CEO(THRU 07/2024) 332311 0 0 0 72116 0 13800 0 1197 0 419424 0 0 0 JENNIFER LEE EVP, DEVELOPMENT (THRU 10/2024) 272331 0 0 0 44056 0 10560 0 13417 0 340364 0 0 0 BARI TALENTE EVP, ADVOCACY & HEALTHCARE ACCESS 268405 0 0 0 0 0 11552 0 46596 0 326553 0 0 0 PHYLLIS ROBSHAM THRU 072024 FMR. EVP, COMMUNITY LEADERSHIP 131974 0 0 0 168369 0 6524 0 10540 0 317407 0 0 0 LISA GOLDFARB THRU 052024 FMR. CHIEF PPL, VOL & COMM ENG OFF. 174043 0 0 0 132419 0 8580 0 1067 0 316109 0 0 0 WHITNIE GLADDEN GENERAL COUNSEL (THRU 02/2025) 275913 0 0 0 0 0 10358 0 1105 0 287376 0 0 0 RONDA KRIER EVP, TECHNOLOGY 213993 0 0 0 0 0 9391 0 46115 0 269499 0 0 0 BRUCE BEBO EVP, RESEARCH 231578 0 0 0 0 0 8770 0 27686 0 268034 0 0 0 MISTY FLOWERS EVP, FINANCE & OPERATIONS 176062 0 0 0 0 0 7458 0 42570 0 226090 0 0 0 KAREN MARINER EVP, PROGRAMS & SUPPORT 197901 0 0 0 0 0 7991 0 15448 0 221340 0 0 0 RON ZWERIN THRU 062024 FMR. EVP, MKT, BRAND & COMMUNICATION 103175 0 0 0 73700 0 5454 0 22033 0 204362 0 0 0 REBECCA FEHLIG THRU 072024 SVP, INNOVATIONS & OPERATIONS 93086 0 0 0 69233 0 4832 0 25940 0 193091 0 0 0 PART I, LINE 4A LISA GOLDFARB RECEIVED A SEVERANCE PAYMENT IN CALENDAR YEAR 2024 OF $89,549 THAT IS INCLUDED IN HER WAGES IN SCHEDULE J, PART II, COLUMN (B)(III). JENNIFER LEE RECEIVED A SEVERANCE PAYMENT IN CALENDAR YEAR 2024 OF $11,455 THAT IS INCLUDED IN HER WAGES IN SCHEDULE J, PART II, COLUMN (B)(III). PHYLLIS ROBSHAM RECEIVED A SEVERANCE PAYMENT IN CALENDAR YEAR 2024 OF $136,800 THAT IS INCLUDED IN HER WAGES IN SCHEDULE J, PART II, COLUMN (B)(III). RON ZWERIN RECEIVED A SEVERANCE PAYMENT IN CALENDAR YEAR 2024 OF $46,062 THAT IS INCLUDED IN HIS WAGES IN SCHEDULE J, PART II, COLUMN (B)(III). REBECCA FEHLIG RECEIVED A SEVERANCE PAYMENT IN CALENDAR YEAR 2024 OF $48,462 THAT IS INCLUDED IN HER WAGES IN SCHEDULE J, PART II, COLUMN (B)(III). X 227 2166266 FMV X CRYPTO 1 2970 FMV 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF NONCASH CONTRIBUTIONS RECEIVED, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS THERE IS ONLY ONE CLASS OF VOTING MEMBERS OF THE SOCIETY, ALL OF WHOM SERVE ON THE DELEGATE ASSEMBLY. FORM 990, PART VI, SECTION A, LINE 7A ELECTION OF MEMBERS AND THEIR RIGHTS THERE IS ONLY ONE CLASS OF VOTING MEMBERS OF THE DELEGATE ASSEMBLY, AND THEY EACH HAVE AN EQUAL VOTE ON ELECTING THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS SUBJECT TO APPROVAL OF MEMBERS THE DELEGATE ASSEMBLY ELECTS THE GOVERNING BODY, APPROVES ANY BY-LAW CHANGES AND APPROVES THE SOCIETY'S STRATEGIC PLAN. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 THE FORM 990 AND ACCOMPANYING SCHEDULES ARE PREPARED BY AN EXTERNAL INDEPENDENT ACCOUNTING FIRM IN CONJUNCTION WITH MANAGEMENT. IT IS THEN PROVIDED TO THE AUDIT COMMITTEE MEMBERS FOR REVIEW, COMMENTS, CORRECTIONS, AND EDITS. A MEETING OF THE AUDIT COMMITTEE IS HELD TO DISCUSS ANY EDITS, APPROVE THE REVISED FORM 990, AND APPROVE DISTRIBUTION TO THE SOCIETY BOARD OF DIRECTORS. THE SOCIETY BOARD IS GIVEN A TWO-WEEK PERIOD TO REVIEW AND COMMENT ON FORM 990 BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY EACH DIRECTOR MUST COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE PRIOR TO BECOMING A DIRECTOR AND ANNUALLY THEREAFTER. EACH OFFICER, KEY PERSON OR COVERED INDIVIDUAL MUST COMPLETE A CONFLICT OF INTEREST QUESTIONAIRE WHEN ASSUMING THE RELEVANT POSITION AND ANNUALLY THEREAFTER. ALL INFORMATION IN COMPLETED QUESTIONNAIRES OR SUBSEQUENT DISCLOSURES SHALL BE COMPILED AND REPORTED BY MANAGEMENT TO THE BOARD OF DIRECTORS. A LIST OF INDIVIDUALS AND ORGANIZATIONS IDENTIFIED AS RELATED PARTIES THROUGH THE ANNUAL DISCLOSURE PROCESS ("RELATED PARTY LIST") SHALL BE ASSEMBLED AND PROVIDED TO EMPLOYEES OF THE SOCIETY OR OTHER INDIVIDUALS WHO HAVE AUTHORITY TO SIGN CONTRACTS, ENTER INTO TRANSACTIONS, OR SIGN CHECKS ON BEHALF OF THE SOCIETY. SUCH INDIVIDUALS SHALL BE RESPONSIBLE FOR REVIEWING THE RELATED PARTY LIST BEFORE ENTERING INTO A TRANSACTION OR SIGNING A CHECK TO CONFIRM WHETHER IT IS A POTENTIAL RELATED PARTY TRANSACTION. IN ADDITION, TO PROACTIVELY IDENTIFY POTENTIAL CONFLICTS, WE INQUIRE THE BOARD AT THE START OF EACH BOARD MEETING. IF A POTENTIAL RELATED PARTY TRANSACTION IS IDENTIFIED, INFORMATION REGARDING THE PROPOSED TRANSACTION MUST BE PROVIDED TO THE EVP, GENERAL COUNSEL, FOR REVIEW. SUCH INDIVIDUAL SHALL BE RESPONSIBLE FOR CONFIRMING WHETHER THE PROPOSED TRANSACTION IS A RELATED PARTY TRANSACTION AND MAY CONSULT WITH OUTSIDE LEGAL COUNSEL TO ASSIST WITH THIS REVIEW. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION PROCESS THE COMPENSATION COMMITTEE IS COMPRISED OF AT LEAST THREE (3) INDEPENDENT BOARD MEMBERS, INCLUDING THE BOARD CHAIR. ON AN ANNUAL BASIS, THE COMMITTEE IS PROVIDED WITH COMPARABLE SALARY INFORMATION AND DATA FOR EXECUTIVE POSITIONS AT OTHER VOLUNTARY HEALTHCARE AGENCIES OF SIMILAR SIZE AND NATIONAL INFLUENCE. THIS INFORMATION IS USED TO EVALUATE THE PERFORMANCE OF AND DETERMINE ANY COMPENSATION CHANGES FOR THE PRESIDENT AND CEO AS WELL AS ENSURE THE EQUITABILITY OF SOCIETY OFFICERS. RESULTS OF THE PRESIDENT AND CEO'S COMPENSATION ARE REVIEWED WITH THE BOARD DURING EXECUTIVE SESSION. FORM 990, PART VI, LINE 17 & SCHEDULE G, PART I, LINE 3 THE SOCIETY IS REGISTERED OR LICENSED TO SOLICIT IN THE FOLLOWING STATES AND JURISDICTIONS: AL, AK, AR, CA, CO, CT, D.C., FL, GA, HI, IL, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WA, WV, WI. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION THE SOCIETY'S IRS FORM 990, IRS FORM 990-T AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE AT WWW.NATIONALMSSOCIETY.ORG, AND ON THE CHARITY NAVIGATOR WEBSITE. THE SOCIETY'S GOVERNING DOCUMENTS, RECORD RETENTION AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART VII-A: STRATEGIC DECISIONS WERE MADE TO ESTABLISH AN ORGANIZATIONAL STRUCTURE THAT ALLOWS THE SOCIETY TO ACHIEVE AS MUCH IMPACT AS POSSIBLE WITH THE AVAILABLE RESOURCES. THE RESTRUCTURING RESULTED IN SOCIETY LEADERSHIP POSITION CHANGES AND TRANSITIONS. FORM 990, PART VII-B, THE PROFESSIONAL SERVICES FROM INDEPENDENT CONTRACTOR, MERKLE INC. MERKLE INC. SUPPORTS THE SOCIETY BY DEVELOPING STRATEGIES, SEGMENTATION PLANS, AND TACTICAL APPROACHES FOR ITS DIRECT MARKETING INITIATIVES. THESE EFFORTS ENCOMPASS FUNDRAISING AND STEWARDSHIP THROUGH VARIOUS CHANNELS SUCH AS DIRECT MAIL, EMAIL, AND WEB ASSET CAMPAIGNS. BEYOND STRATEGIC PLANNING, MERKLE ALSO MANAGES THE EXECUTION OF THE SOCIETY'S COMPREHENSIVE DIRECT MARKETING PROGRAM, ENCOMPASSING OVER TWENTY-ONE ACQUISITION CAMPAIGNS EACH YEAR, MONTHLY RENEWAL CAMPAIGNS, MONTHLY EMAIL COMMUNICATIONS, AND ONGOING ACKNOWLEDGMENT AND TAX RECEIPTING OF DONOR GIFTS. FORM 990, PART XI, LINE 9: EXPENSE TIMING ADJUSTMENT 1,300,001. CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN TRUST 462,583. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 24,514. FAST FORWARD LLC 733 THIRD AVENUE NEW YORK NY 100173822 261933619 RESEARCH DE 78574 218348 NMSS SCHEDULE R, PART I: DISREGARDED ENTITIES FAST FORWARD LLC ("FAST FORWARD"), A CONSOLIDATED NOT-FOR-PROFIT AFFILIATE OF THE SOCIETY DERIVES ITS TAX EXEMPTION FROM THE SOCIETY AND IS TREATED AS A "DISREGARDED ENTITY" FOR TAX PURPOSES. FAST FORWARD PARTNERS WITH SELECTED BIOTECHNOLOGY COMPANIES AND ACADEMIC INSTITUTIONS ENGAGED IN RESEARCH AND DEVELOPMENT PROJECTS AIMED AT IDENTIFYING AND DEVELOPING THERAPIES AND/OR DIAGNOSTICS TO IMPROVE THE TREATMENT OF MS.