2023-05-24T13:24:25-05:00 2022-09-30 366055558 GRANT THORNTON LLP 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990 2021-10-01 135661935 NATIONAL MULTIPLE SCLEROSIS SOCIETY NATI 2129863240 733 THIRD AVENUE NEW YORK NY 100173211 TAMI CAESAR COO 2129863240 2023-05-23 1 TAMI CAESAR XXX-XX-XXXX DANIEL ROMANO P00504182 2125990100 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z CYNTHIA ZAGIEBOYLO 733 THIRD AVENUE NEW YORK NY 100173211 202831491 0 1048 X WWW.NATIONALMSSOCIETY.ORG X 1946 NY WE WILL CURE MS WHILE EMPOWERING PEOPLE AFFECTED BY MS TO LIVE THEIR BEST LIVES. 39 38 833 29380 760548 191906 139286957 166995681 0 7830 4882323 3532512 2255372 1409441 146424652 171945464 30593737 35379171 0 0 69824540 78967223 2900044 2629458 30559164 35108057 42692439 138426378 159668291 7998274 12277173 201483349 185523085 67259714 61129294 134223635 124393791 X WE WILL CURE MS WHILE EMPOWERING PEOPLE AFFECTED BY MS TO LIVE THEIR BEST LIVES.DIVERSITY, EQUITY AND INCLUSIONTHE SOCIETY HAS PRIORITIZED DIVERSITY, EQUITY AND INCLUSION. TO ENSURE ITS PRESENCE, THE FOLLOWING STATEMENT IS READ BEFORE ALL MEETINGS TO GROUND STAFF IN OUR WORK. THE NATIONAL MULTIPLE SCLEROSIS SOCIETY IS A MOVEMENT BY AND FOR ALL PEOPLE AFFECTED BY MS. OUR VOICES AND ACTIONS REFLECT DIVERSITY, EQUITY, AND INCLUSION. WE WELCOME AND VALUE DIVERSE PERSPECTIVES. WE ACTIVELY SEEK OUT AND EMBRACE DIFFERENCES. WE WANT EVERYONE TO FEEL RESPECTED AND BE EMPOWERED TO BRING THEIR WHOLE SELVES TO ENSURE WE MAKE THE BEST DECISIONS TO ACHIEVE OUR MISSION. 0 0 46086446 6814695 7830 CLIENT AND COMMUNITY SERVICES (SEE SCHEDULE O)CLIENT AND COMMUNITY SERVICES - THE SOCIETY AIMS TO ENPOWER PEOPLE AFFECTED BY MS TO SOLVE EVERYDAY CHALLENGES. WE FEEL IF PEOPLE ARE INFORMED, CONNECTED AND SUPPORTED BY LOVED ONES, THEIR COMMUNITIES, THEIR HEALTHCARE PROVIDERS AND THE SOCIETY, THEY WILL HAVE IMPROVED QUALIFY OF LIFE, INCREASED CONFIDENCE, MAKE NEW CONNECTIONS AND TAKE POSITIVE ACTIONS. WE ACHIEVE THIS BY BEING A TRUSTED SOURCE OF SUPPORT FOR PEOPLE LIVING WITH MS AND HEALTH CARE PROVIDERS THROUGH OUR MS NAVIGATOR SERVICE AND THE EDUCATIONAL PROGRAMMING AND CONNECTION SITES WE OFFER ONLINE, IN PERSON AND ON DEMAND OR SELF-SERVICE. MS NAVIGATORS PARTNER WITH INDIVIDUALS TO NAVIGATE THE CHALLENGES OF MS UNIQUE TO EACH SITUATION. THEY PROVIDE: INFORMATION AND EDUCATION; EMOTIONAL SUPPORT RESOURCES; ASSIST WITH THE COMPLEXITIES OF FINDING A HEALTHCARE PROVIDER, BENEFITS, INSURANCE AND ACCESS TO COVERAGE, AND EMPLOYMENT; RESOURCES TO FACE FINANCIAL CHALLENGES AND PLAN FOR THE FUTURE; WELLNESS STRATEGIES THAT CAN MAKE AN IMPACT ON QUALITY OF LIFE WITH MS; ASSESSMENT OF PERSONALIZED CASE MANAGEMENT; AND CRISIS INTERVENTION IN TIMES OF NEED. IN 2022, MS NAVIGATORS PROVIDED SUPPORT TO 46,799 PEOPLE. OUR SELF SERVICE APPLICATIONS ASSISTED AN ADDITIONAL 129,141 PEOPLE IN FINDING DOCTORS AND OTHER RESOURCES DIRECTLY.IN ADDITION, IN FY2022, THE SOCIETY OFFERED 84 EDUCATIONAL PROGRAMS (IN PERSON, PHONE BASED, AND ONLINE) IN WHICH 13,300 ATTENDEES ATTENDED LIVE. 514,560 PEOPLE ACCESSED THIS CONTENT ON DEMAND, AND GLOBALLY REACHED 22 INTERNATIONAL COUNTRIES OUTSIDE OF THE US. TOPICS INCLUDED EPSTEIN BARR, HOW MS AFFECTS MEN, ADAPTING TO A NEW IDENTITY, INVISIBLE SYMPTOMS, HOW SLEEP AFFECTS MS, AND, HOW AGING AFFECTS MS, TO NAME A FEW. IN OUR EFFORTS TO CONNECT WITH MORE NEWLY DIAGNOSED, YOUNG, RURAL AND ETHNICALLY DIVERSE PEOPLE AFFECTED BY MS THE SOCIETY OFFERED ITS FIRST NEW TO MS PROGRAM, 2ND ANNUAL BLACK MS EXPERIENCE SUMMIT AND OUR FIRST EVER HISPANIC LATINX SUMMIT.COMMUNITY PROGRAMS INCLUDE COLLABORATING WITH OTHER COMMUNITY ORGANIZATIONS, FOCUSING ON ACCESS TO HEALTHCARE, REHABILITATION, TREATMENTS AND THERAPIES; LONG-TERM CARE; DISABILITY RIGHTS ISSUES; VOCATIONAL TRAINING AND REHABILITATION, WELLNESS AND FITNESS; AND, OUTREACH AND EDUCATION TO RURAL AND UNDERSERVED POPULATIONS. 31904486 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 500,000 PEOPLE LIVING WITH MS, HEALTHCARE PROVIDERS, AND SUPPORTERS OF THE SOCIETY. NEARLY 800,000 PEOPLE RECEIVE BIMONTHLY EMAILS WITH NEWS AND INFORMATION ABOUT MS AND 6.8 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 MILLION FOLLOWERS. 30094930 26040550 0 RESEARCH AND SCIENTIFIC STUDIES (SEE SCHEDULE O)RESEARCH AND SCIENTIFIC STUDIES - IN FISCAL 2022, THE SOCIETY INVESTED $30.4 MILLION TO SUPPORT 308 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 80 EXPERT PEER REVIEWERS TO EVALUATE 286 PROPOSALS FOR RESEARCH GRANTS, FELLOWSHIPS AND EARLY CAREER AWARDS, COMMERCIAL RESEARCH AND DEVELOPMENT AGREEMENTS, AND TARGETED RESEARCH GRANTS. WE ALSO ENGAGED 13 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. 6791475 2523926 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 - 154 CLINICIANS, WHO PROVIDE CARE FOR APPROXIMATELY 5,300 PEOPLE WITH MS, PARTICIPATED IN THE ECHO MS PROGRAM IN 2022. 98% REPORTED INCREASED KNOWLEDGE ABOUT PATIENT RESOURCES. 6791475 2523926 0 114877337 1 1 0 1 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 1 1 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 1090 0 1 833 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 39 38 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 TAMI CAESAR COO 2124760424 733 THIRD AVENUE NEW YORK NY 100173211 CYNTHIA ZAGIEBOYLO PRESIDENT & CEO 40.00 0.00 X X 473993 0 33351 RICHARD KNUTSON CHAIR 5.00 0.00 X X 0 0 0 WILLIAM T MONAHAN VICE CHAIR 5.00 0.00 X X 0 0 0 LAURA VACCARO VICE CHAIR 5.00 0.00 X X 0 0 0 CAROLINE WHITACRE VICE CHAIR 5.00 0.00 X X 0 0 0 BONNIE HIGGINS DIRECTOR/VICE CHAIR (AS OF 11/17/21) 5.00 0.00 X X 0 0 0 EUGENE MAY SECRETARY 5.00 0.00 X X 0 0 0 PETER PORRINO CHAIR ELECT & TREASURER 5.00 0.00 X X 0 0 0 MINDY B ALPERT DIRECTOR 5.00 0.00 X 0 0 0 GREGORY R BISHOP DIRECTOR 5.00 0.00 X 0 0 0 MICHAEL BOGDONOFF DIRECTOR 5.00 0.00 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 (AS OF 11/17/21) 5.00 0.00 X 0 0 0 KASSAUNDRA ESCALERA DIRECTOR 5.00 0.00 X 0 0 0 DANA M FOOTE DIRECTOR 5.00 0.00 X 0 0 0 ELIZABETH FORSTNEGER DIRECTOR (THRU 11/17/21) 5.00 0.00 X 0 0 0 BRENDON GALLAGHER DIRECTOR (THRU 11/17/21) 5.00 0.00 X 0 0 0 PETER GALLIGAN DIRECTOR (AS OF 11/17/21) 5.00 0.00 X 0 0 0 SHYAM GIDUMAL DIRECTOR 5.00 0.00 X 0 0 0 PETER HARBILAS 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 LILY JUNG HENSON DIRECTOR 5.00 0.00 X 0 0 0 WILLIAM HOLLEY DIRECTOR 5.00 0.00 X 0 0 0 MARK LIVINGSTON DIRECTOR 5.00 0.00 X 0 0 0 LINDA MCALEER DIRECTOR (AS OF 11/17/21) 5.00 0.00 X 0 0 0 RICK MCDERMOTT DIRECTOR 5.00 0.00 X 0 0 0 ELIZABETH PAGE DIRECTOR 5.00 0.00 X 0 0 0 RUSSELL PARKER DIRECTOR 5.00 0.00 X 0 0 0 CHET POREMBSKI DIRECTOR 5.00 0.00 X 0 0 0 ELIZABETH RODRIGUEZ DIRECTOR 5.00 0.00 X 0 0 0 NANETTE REID DIRECTOR 5.00 0.00 X 0 0 0 TOBI ROGOWSKY DIRECTOR 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 JAMI STEWART DIRECTOR (AS OF 11/17/21) 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 MALCOLM P WATTMAN ESQ DIRECTOR 5.00 0.00 X 0 0 0 MITZI WILLIAMS DIRECTOR 5.00 0.00 X 0 0 0 TAMI CAESAR CHIEF OPERATING OFFICER 40.00 0.00 X 322722 0 50248 TIM COETZEE CHIEF ADVOC, SVC & SCIENCE OFFICER 40.00 0.00 X 317479 0 76385 JOHN SCOTT THRU 2422 CHIEF MKT & DEVELOPMENT OFFICER 40.00 0.00 X 325645 0 50221 LISA GOLDFARB CHIEF PPL, VOL & COMM ENG OFFICER 40.00 0.00 X 331191 0 34536 ELIZABETH CRITES THRU 4822 EVP, INDIV GIVING & CORP ENG. 40.00 0.00 X 203541 0 43774 REBECCA FEHLIG EVP, OPERATIONS 40.00 0.00 X 192705 0 28945 RONDA KRIER EVP, TECHNOLOGY (AS OF 3/22/21) 40.00 0.00 X 162283 0 18160 PHYLLIS ROBSHAM EVP, COMMUNITY LEADERSHIP 40.00 0.00 X 255966 0 46451 JENNIFER LEE EVP, DEVELOPMENT 40.00 0.00 X 249808 0 60084 BARI TALENTE EVP, ADVOCACY & HEALTHCARE ACCESS 40.00 0.00 X 247237 0 55037 BRUCE BEBO EVP, RESEARCH 40.00 0.00 X 207462 0 50112 RON ZWERIN EVP, MKT, BRAND & COMMUNICATIONS 40.00 0.00 X 206352 0 44295 3496384 0 591599 118 0 1 0 MERKLE INC 7001 COLUMBIA GATEWAY DRIVE COLUMBIA MD 21046 DIRECT MARKETING 9025392 GLOBAL CLOUD LTD 30 WEST THIRD STREET CINCINNATI OH 45202 FUNDRAISING SOFTWARE 1335472 BLACKBAUD 65 FAIRCHILD STREET CHARLESTON SC 29492 FUNDRAISING SOFTWARE 1130927 ROYLE PRINTING CO 745 S BIRD STREET SUN PRAIRIE WI 53590 PRINTING 825702 DOYLE GROUP LLC PO BOX 204653 DALLAS TX 753204653 TEMPORARY HELP FEES 723631 28 79203238 10611099 77181344 2363027 166995681 PROGRAM REGISTR. FEES 900099 7830 7830 7830 3029683 3029683 572775 0 572775 572775 572775 11594929 11092100 502829 502829 502829 19793927 79203238 19793927 0 ADVERTISING INCOME 900099 760548 760548 MISCELLANEOUS INCOME 900099 76118 76118 836666 171945464 7830 760548 4181405 26400157 26400157 6819095 6819095 2159919 2159919 2578241 1825216 309993 443032 58653139 41522351 7052124 10078664 1932218 1367876 232319 332023 11178493 7913597 1344039 1920857 4625132 3274272 556100 794760 64694 64694 94217 94217 159433 159433 46021 46021 2629458 2629458 313849 313849 9555131 6924603 872413 1758115 2783910 1214274 33037 1536599 3578736 166449 57245 3355042 6261468 4131853 700547 1429068 8087565 5522189 999623 1565753 766689 398300 48404 319985 1098016 846812 101148 150056 825593 563715 102043 159835 1209152 825387 149411 234354 PRINTING, PUB., & POST. 6302622 1926885 758113 3617624 EQUIPMENT RENTAL 412977 281981 51044 79952 AWARDS & PRIZES 260424 253837 2460 4127 DUES 241167 217595 13825 9747 630775 274953 215709 140113 159668291 114877337 14231790 30559164 X 4604866 402530 821899 3380437 69719306 70424239 12985774 13440209 564364 521148 4947845 4751400 9096234 7171443 1185527 1924791 107677857 90907847 54759 487892 4347917 3065559 201483349 185523085 12851339 15181436 25753043 25071575 5792357 6487165 7301323 10639366 15561652 3749752 67259714 61129294 X 74684207 75857659 59539428 48536132 134223635 124393791 201483349 185523085 X 12277173 -20939706 -1167311 X 0 1 X 1 0 X 189707218 191054088 150008066 139286957 166995681 837052010 189707218 191054088 150008066 139286957 166995681 837052010 8152962 828899048 2842090 3845510 3899079 2907536 3602458 17096673 1669341 1468467 1190061 1262718 760548 6351135 22220034 23943974 7629516 8188509 19870045 81852078 942351896 186749 0.87960 0.87810 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2017 AMOUNT: $ 20,909. 2018 AMOUNT: $ 79,255. 2019 AMOUNT: $ 97,571. 2020 AMOUNT: $ 130,545. 2021 AMOUNT: $ 76,118. GROSS INCOME FROM FUNDRAISING - 2017 AMOUNT: $ 22,199,125. 2018 AMOUNT: $ 23,864,719. 2019 AMOUNT: $ 7,531,945. 2020 AMOUNT: $ 8,057,964. 2021 AMOUNT: $ 19,793,927. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 1 3518 1 263876 1 13194 0 1 370306 1 228693 0 879587 0 PART II-B, LINE 1: APPROXIMATELY 34,000 MS ACTIVISTS 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. MS ACTIVISM DRIVES CHANGE IN PUBLIC POLICIES TO BRING POSITIVE IMPACT FOR PEOPLE AFFECTED BY MS. ACTIVISTS 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 LOCAL ACTIVISM PRIORITIES ARE DETERMINED BY BOTH AN ORGANIZATIONAL PROCESS AND BY ADVOCACY STAFF AND GOVERNMENT RELATIONS VOLUNTEERS. TOP AREAS OF FOCUS FOR MS ACTIVISTS IN 2022 INCLUDED ADVOCATING FOR ACCESS TO AFFORDABLE MEDICATION AND QUALITY HEALTHCARE WITHIN THE INFLATION REDUCTION ACT (PUB. L. 117-169), INCREASED FUNDING FOR MS RESEARCH AND THE LIFESPAN RESPITE PROGRAM, AND EXTENSIONS FOR MEDICARE TELEHEALTH FLEXIBILITIES ENACTED DURING THE COVID-19 PANDEMIC UNTIL 2024 IN THE FY22 OMNIBUS SPENDING BILL (117-103). 0 1 X 23355758 553 -4254137 734562 70682 18296930 20280605 211969 5090737 2182798 44755 23355758 21446141 291990 -870352 193288 393886 20280605 20596603 256566 1007744 219134 195638 21446141 9143474 10413196 1507782 145245 322604 20596603 0.90560 0.09440 0 0 632534 415056 217478 3328431 2020086 1308345 5135269 4736301 398968 1924791 DUE TO ANNUITANTS 1591180 LONG TERM DEFERRED RENT 1086042 OTHER LIABILITIES 1072530 3749752 X 158818621 -20939706 9294022 -1167311 -12812995 171631616 313848 313848 171945464 168648465 9294022 9294022 159354443 313848 313848 159668291 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 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. TO DATE, THE ALLIANCE HAS FUNDED 3 COLLABORATIVE NETWORK RESEARCH AWARDS AND 19 RESEARCH CHALLENGE AWARDS FOCUSED ON NEW INSIGHTS INTO PROGRESSION. THE GOAL IS TO ACHIEVE BREAKTHROUGHS THROUGH GLOBAL COLLABORATION, ACCELERATE APPROVALS AND IMPROVE THE HEALTH OF PEOPLE WITH PROGRESSIVE MS. AS A MANAGING MEMBER, THE SOCIETY CONTRIBUTED $11,098,505 THROUGH FISCAL 2022 AND HAS COMMITTED $7,937,286 OVER THE FOLLOWING FOUR 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 $4,937,912 DURING THE YEAR ENDING SEPTEMBER 30, 2022 FROM ALLIANCE MEMBERS, WHICH WILL BE HELD UNTIL SUCH TIME THE FUNDS ARE APPROVED FOR EXPENDITURE. AS OF SEPTEMBER 30, 2022, THE SOCIETY RECORDED UNSPENT DONATED FUNDS, CONSISTING OF BOTH SOCIETY AND OTHER ALLIANCE MEMBERS' MONIES, TOTALING $10,639,366, 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. FOR THE YEAR ENDING SEPTEMBER 30, 2022, THE SOCIETY RECORDED $26,341 AS A PROVISION FOR INCOME TAXES FROM UNRELATED BUSINESS INCOME ACTIVITIES WHICH IS REFLECTED WITHIN ACCOUNTS PAYABLE AND ACCRUED LIABILITIES ON THE ACCOMPANYING CONSOLIDATED STATEMENT OF FINANCIAL POSITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN TRUST -1,026,851. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -140,460. 1 NORTH AMERICA 0 4 GRANTMAKING 635215 EUROPE (INCLUDING ICELAND & GREENLAND) 0 10 GRANTMAKING 1093628 EAST ASIA AND THE PACIFIC 0 3 GRANTMAKING 431076 0 17 0 0 0 17 2159919 0 2159919 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 61913 WIRE 0 EAST ASIA AND THE PACIFIC RESEARCH 157119 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 112692 WIRE 0 NORTH AMERICA RESEARCH 259961 WIRE 0 EAST ASIA AND THE PACIFIC RESEARCH 228722 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 207247 WIRE 0 NORTH AMERICA RESEARCH 91667 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 79962 WIRE 0 NORTH AMERICA RESEARCH 51842 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 63661 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 8250 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 76832 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 150560 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 184762 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 147750 WIRE 0 NORTH AMERICA RESEARCH 231745 WIRE 0 EAST ASIA AND THE PACIFIC RESEARCH 45235 WIRE 0 17 0 0 0 0 0 0 0 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS THE SOCIETY HAS INDEPENDENT RESEARCH 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 RESEARCH PROJECT'S SCIENTIFIC MERIT AND POTENTIAL APPLICABILITY TO MS. ONCE A GRANT HAS BEEN APPROVED, GRANTEES ARE REQUIRED TO SUBMIT PROGRESS REPORTS ON AN ANNUAL OR MORE FREQUENT BASIS BEFORE ADDITIONAL FUNDING IS AUTHORIZED. PART III ACCOUNTING METHOD: X X X X X X X 1 MERKLE GROUP 7001 COLUMBIA GATEWAY DR COLUMBIA MD 21046 DONOR DATA 0 9030169 2534808 6495361 CLINT BELL PRODUCTIONS 3262 WALDEN GLEN ESCONDIDO CA 92027 EVENT AUCTIONEER 0 436122 17500 418622 LAURA MICHALEK 1216 N ANDERSON ST TACOMA WA 98406 EVENT AUCTIONEER 0 196825 6000 190825 HUNT AUCTIONEERS 2 GOLD ST APT 4503 NEW YORK NY 10038 EVENT AUCTIONEER 0 186200 10250 175950 CUSTOM BENEFIT AUCTIONS 19375 US HIGHWAY 19 N APT 102 CLEARWATER FL 33764 EVENT AUCTIONEER 0 173270 15000 158270 BENEFIT AUCTIONS 360 LLC PO BOX 12633 PORTLAND OR 97212 EVENT AUCTIONEER 0 122817 6000 116817 MENISH PRODUCTIONS INC PO BOX 221066 LOUISVILLE KY 40252 EVENT AUCTIONEER 0 59350 10600 48750 10204753 2600158 7604595 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 (57) 49395470 37683699 11711771 1477170 1830376 2064813 256285 6083127 WALK MS (236) 32563330 28170853 4392477 935839 1505364 217579 131111 1602583 93 17038365 13348686 3689679 41099 499073 1678437 544317 926754 98997165 79203238 19793927 2454108 3834813 3960829 931713 8612464 19793927 0 SCHEDULE G, PART I, LINE 2B, COLUMN (V) PROFESSIONAL FUNDRAISERS THE SOCIETY USED MERKLE FOR THE MAJORITY OF ITS DIRECT MAIL CAMPAIGNS IN FY2022. THESE CAMPAIGNS COLLECTIVELY RAISED $9,030,169 IN REVENUE FOR FY2022. ADDITIONALLY, EVENT AUCTIONEERS ASSIST THE SOCIETY IN ACQUIRING MERCHANDISE TO BE AUCTIONED. COLLECTIVELY, THEY RAISED $1,858,456 IN REVENUE FOR 2022. SCHEDULE G, PART II FUNDRAISING EVENTS BIKE MS BIKE MS IS THE LARGEST FUNDRAISING BIKE SERIES IN THE WORLD. WITH BIKE MS RIDES ACROSS THE COUNTRY, ANYONE, ANYWHERE, CAN FUEL PROGRESS. DURING FY2022, 3,900 TEAMS AND MORE THAN 38,000 CYCLISTS CHOSE BIKE MS DURING THE 57 VIRTUAL AND IN-PERSON BIKE EVENTS HELD. WALK MS 102,000 PEOPLE PARTICIPATED IN WALK MS EVENTS IN FY2022. WALK MS IS THE PERFECT PLACE TO CONNECT TO THE SERVICES AND SUPPORT OFFERED BY THE NATIONAL MS SOCIETY. THERE WERE 236 VIRTUAL AND IN-PERSON WALK EVENTS HELD DURING FY2022. 1 ACCELERATED CURE PROJECT FOR MS 460 TOTTEN POND ROAD SUITE 420 WALTHAM MA 02452 043555864 501(C)(3) 488793 0 RESEARCH BARROW NEUROLOGICAL INSTITUTE 350 WEST THOMAS ROAD PHOENIX AZ 85013 941196203 501(C)(3) 100000 0 RESEARCH BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA HOUSTON TX 770303411 741613878 501(C)(3) 382694 0 RESEARCH BETH ISRAEL DEACONESS MEDICAL CENTER 330 BROOKLINE AVE BOSTON MA 02215 042103881 501(C)(3) 28312 0 RESEARCH BRIGHAM & WOMEN'S HOSPITAL 60 FENWOOD RD 10TH FL STE 10002J BOSTON MA 02115 042312909 501(C)(3) 1153080 0 RESEARCH BRIGHAM & WOMEN'S HOSPITAL 60 FENWOOD RD 10TH FL STE 10002J BOSTON MA 02115 042312909 501(C)(3) 29219 0 CLINICAL CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVENUE CLEVELAND OH 441067015 341018992 501(C)(3) 44974 0 RESEARCH CASHEL NEURAL INC 10000 CEDAR AVE CLEVELAND OH 44106 824625105 501(C)(3) 20000 0 RESEARCH CEDARS SINAI MEDICAL CENTER 8700 BEVERLY BLVD LOS ANGELES CA 90048 951644600 501(C)(3) 370067 0 RESEARCH CEDARS SINAI MEDICAL CENTER 8700 BEVERLY BLVD LOS ANGELES CA 90048 951644600 501(C)(3) 56250 0 CLINICAL CHILDREN'S HOSPITAL MEDICAL CENTER - CINCINNATI 3333 BURNET AVENUE CINCINNATI OH 45229 310833936 501(C)(3) 100000 0 RESEARCH CHILDREN'S HOSPITAL OF LOS ANGELES 4650 SUNSET BOULEVARD LOS ANGELES CA 90027 951690977 501(C)(3) 18750 0 CLINICAL CHILDREN'S HOSPITAL OF PHILADELPHIA 3401 CIVIC CENTER BLVD PHILADELPHIA PA 191044318 231352166 501(C)(3) 192812 0 RESEARCH CHILDREN'S HOSPITAL OF PHILADELPHIA 3401 CIVIC CENTER BLVD PHILADELPHIA PA 191044318 231352166 501(C)(3) 119375 0 CLINICAL CHILDRENS RESEARCH INSTITUTE 111 MICHIGAN AVENUE NW SUITE 5400 WASHINGTON DC 20010 521654453 501(C)(3) 98204 0 RESEARCH CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVENUE CLEVELAND OH 44195 340714585 501(C)(3) 437880 0 RESEARCH CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVENUE CLEVELAND OH 44195 340714585 501(C)(3) 259125 0 CLINICAL COLORADO STATE UNIVERSITY 6003 CAMPUS DELIVERY FORT COLLINS CO 805236003 846000545 GOV 146518 0 RESEARCH COLUMBIA UNIVERSITY 615 WEST 131ST STREET 3RD FLOOR NEW YORK NY 10027 135598093 501(C)(3) 598778 0 RESEARCH COLUMBIA UNIVERSITY 615 WEST 131ST STREET 3RD FLOOR NEW YORK NY 10027 135598093 501(C)(3) 75000 0 CLINICAL DUKE UNIVERSITY PO BOX 104132 DURHAM NC 27710 560532129 501(C)(3) 165000 0 RESEARCH ESUPPORT HEALTH PBC 620 EIGHTH AVENUE NEW YORK NY 10018 843695226 N/A 30000 0 RESEARCH GEORGETOWN UNIVERSITY 37TH AND O STREET NW WASHINGTON DC 20057 530196603 501(C)(3) 153205 0 RESEARCH HENRY FORD HEALTH SYSTEM 1150 ELIJAH MCCOY DRIVE DETROIT MI 48202 381357020 501(C)(3) 180419 0 RESEARCH HENRY M JACKSON FOUNDATION 6720 - A ROCKLEDGE DRIVE SUITE 100 BETHESDA MD 20817 521317896 501(C)(3) 177872 0 RESEARCH ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI ONE GUSTAVE L LEVY PLACE NEW YORK NY 100296574 136171197 501(C)(3) 348262 0 RESEARCH ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI ONE GUSTAVE L LEVY PLACE NEW YORK NY 100296574 136171197 501(C)(3) 87656 0 CLINICAL JOHNS HOPKINS UNIVERSITY 1101 EAST 33RD STREET STE D200 BALTIMORE MD 21218 520595110 501(C)(3) 1727835 0 RESEARCH JOHNS HOPKINS UNIVERSITY 1101 EAST 33RD STREET STE D200 BALTIMORE MD 21218 520595110 501(C)(3) 168175 0 CLINICAL KESSLER FOUNDATION RESEARCH CENTER 120 EAGLE ROCK AVENUE SUITE 100 EAST HANOVER NJ 07936 311562134 501(C)(3) 187632 0 RESEARCH MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 042697983 501(C)(3) 528137 0 RESEARCH MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 042697983 501(C)(3) 75000 0 CLINICAL MAYO CLINIC ROCHESTER PO BOX 1658 MINNEAPOLIS MN 554801658 416011702 501(C)(3) 316988 0 RESEARCH MEDSTAR GEORGETOWN UNIVERSITY HOSPITAL 3800 RESERVOIR ROAD NW WASHINGTON DC 20007 522218584 501(C)(3) 18750 0 CLINICAL MONTCLAIR STATE UNIVERSITY 1 NORMAL AVE MONTCLAIR NJ 07043 222912682 GOV 171342 0 RESEARCH MOUNT SINAI REHABILITATION HOSPITAL INC 114 WOODLAND STREET MS 510358 HARTFORD CT 06105 061422973 501(C)(3) 129864 0 RESEARCH NAT'L INST OF HEALTH NAT'L INST OF NEUROLOGICAL DISORDERS & STROKE 9000 ROCKVILLE PIKE BETHESDA MD 20892 520858115 501(C)(3) 151487 0 RESEARCH NEW YORK UNIVERSITY 545 FIRST AVENUE NEW YORK NY 10016 135562308 501(C)(3) 18750 0 CLINICAL NEW YORK UNIVERSITY SCHOOL OF MEDICINE 550 FIRST AVENUE NEW YORK NY 10016 135562308 501(C)(3) 247562 0 RESEARCH NORTHWESTERN UNIVERSITY 633 CLARK STREET EVANSTON IL 60208 362167817 501(C)(3) 223152 0 RESEARCH NORTHWESTERN UNIVERSITY 633 CLARK STREET EVANSTON IL 60208 362167817 501(C)(3) 75000 0 CLINICAL OREGON HEALTH & SCIENCE UNIVERSITY 2525 SW 3RD AVE SUITE 245 PORTLAND OR 97201 931176109 501(C)(3) 615555 0 RESEARCH OREGON HEALTH & SCIENCE UNIVERSITY 2525 SW 3RD AVE SUITE 245 PORTLAND OR 97201 931176109 501(C)(3) 116875 0 CLINICAL PRESIDENT AND FELLOWS OF HARVARD COLLEGE 1033 MASSACHUSETTS AVE 2ND FLOOR CAMBRIDGE MA 02138 042103580 501(C)(3) 142001 0 RESEARCH REGENTS OF THE UNIVERSITY OF MICHIGAN 5082 WOLVERINE TOWER 3003 SOUTH STATE STREET ANN ARBOR MI 481091287 386006309 GOV 85307 0 RESEARCH REGENTS OF THE UNIVERSITY OF MICHIGAN 5082 WOLVERINE TOWER 3003 SOUTH STATE STREET ANN ARBOR MI 481091287 386006309 GOV 18750 0 CLINICAL REGENTS UNIVERSITY OF CALIFORNIA LOS ANGELES 710 WESTWOOD PLAZA STE 1-155 LOS ANGELES CA 900951769 956006143 GOV 183180 0 RESEARCH RESEARCH FOUNDATION FOR MENTAL HYGIENE INC 150 BROADWAY SUITE 301 MENANDS NY 12204 141410842 501(C)(3) 83851 0 RESEARCH RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NY 230 WEST 41ST STREET 7TH FLOOR NEW YORK NY 10036 131988190 501(C)(3) 65902 0 RESEARCH RHODE ISLAND HOSPITAL 593 EDDY STREET PROVIDENCE RI 02903 050258954 501(C)(3) 18750 0 CLINICAL RUTGERS THE STATE OF UNIVERSITY OF NEW JERSEY 33 KNIGHTSBRIDGE ROAD PISCATAWAY NJ 08854 462354111 GOV 272371 0 RESEARCH SAINT LOUIS UNIVERSITY 3545 LINDELL BOULEVARD ST LOUIS MO 63103 430654872 501(C)(3) 366604 0 RESEARCH STANFORD UNIVERSITY 3145 PORTER DRIVE PALO ALTO CA 94304 941156365 501(C)(3) 337483 0 RESEARCH THE CURATORS OF THE UNIVERSITY OF MISSOURI ONE UNIVERSITY BOULEVARD ST LOUIS MO 63121 436003859 GOV 237634 0 RESEARCH THE STATE UNIVERSITY OF NEW YORK AT BUFFALO PO BOX BUFFALO NY 14260 141368361 GOV 118338 0 RESEARCH THE UNIVERSITY OF SOUTH FLORIDA BOARD OF TRUSTEES 4202 E FOWLER AVE ALN147 TAMPA FL 336205800 593102112 501(C)(3) 56250 0 CLINICAL THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD MC 9029 DALLAS TX 75390 756002868 501(C)(3) 379113 0 RESEARCH THE UNIVERSITY OF VERMONT 85 SO PROSPECT ST 333 WATERMAN BLDG BURLINGTON VT 05405 030179440 501(C)(3) 131376 0 RESEARCH THOMAS JEFFERSON UNIVERSITY 1020 WALNUT STREET PHILADELPHIA PA 19107 231352651 501(C)(3) 124572 0 RESEARCH TISCH MS RESEARCH CENTER OF NEW YORK 521 WEST 57TH STREET FL 4 NEW YORK NY 10019 251922851 501(C)(3) 83333 0 RESEARCH UNIVERSITY OF ALABAMA 701 20TH STREET S - AB 921 BIRMINGHAM AL 352940109 636005396 GOV 37500 0 CLINICAL UNIVERSITY OF CALIFORNIA SAN FRANCISCO 1855 FOLSOM STREET BOX 0812 SAN FRANCISCO CA 94143 946036493 GOV 2101846 0 RESEARCH UNIVERSITY OF CALIFORNIA SAN FRANCISCO 1855 FOLSOM STREET BOX 0812 SAN FRANCISCO CA 94143 946036493 GOV 204531 0 CLINICAL UNIVERSITY OF CALIFORNIA BERKELEY 2195 HEARST AVENUE ROOM 159 BERKELEY CA 947201101 946002123 GOV 277867 0 RESEARCH UNIVERSITY OF CALIFORNIA RIVERSIDE 900 UNIVERSITY AVE RIVERSIDE CA 92521 956006142 GOV 398109 0 RESEARCH UNIVERSITY OF CHICAGO 5801 S ELLIS AVENUE CHICAGO IL 60637 362177139 GOV 18750 0 CLINICAL UNIVERSITY OF COLORADO DENVER GRANTS AND CONTRACTS MS F428 AMC BLDG 500 13001 E 17TH PL RM W1126 AURORA CO 800452571 846000555 GOV 616087 0 RESEARCH UNIVERSITY OF CONNECTICUT 343 MANSFIELD RD U-1074 STORRS MANSFIELD CT 062691074 060772160 GOV 42882 0 RESEARCH UNIVERSITY OF CONNECTICUT HEALTH CENTER 263 FARMINGTON AVENUE FARMINGTON CT 060305335 521725543 GOV 150000 0 RESEARCH UNIVERSITY OF ILLINOIS AT CHICAGO 800 SOUTH MARSHFIELD AVENUE 511MB CHICAGO IL 606127205 376000511 GOV 267755 0 RESEARCH UNIVERSITY OF ILLINOIS AT URBANA-CHAMPAIGN 506 S WRIGHT STREET 209 HAB MC-339 URBANA IL 61801 376000511 GOV 87061 0 RESEARCH UNIVERSITY OF KANSAS MEDICAL CENTER RESEARCH INSTITUTE INC 3901 RAINBOW BLVD MAIL STOP 1039 KANSAS CITY KS 66160 481108830 501(C)(3) 128061 0 RESEARCH UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION 109 KINKEAD HALL LEXINGTON KY 405060057 616033693 501(C)(3) 134164 0 RESEARCH UNIVERSITY OF MARYLAND BALTIMORE 220 ARCH ST BALTIMORE MD 21201 526002033 GOV 97987 0 RESEARCH UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL 333 SOUTH STREET SUITE 450 SHREWSBURY MA 01545 043167352 GOV 103807 0 RESEARCH UNIVERSITY OF MIAMI PO BOX 248106 CONTROLLERS OFFICE CORAL GABLES FL 331242912 590624458 501(C)(3) 63661 0 RESEARCH UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL PO BOX 402420 ATLANTA GA 303842420 566001393 GOV 163070 0 RESEARCH UNIVERSITY OF NORTH TEXAS 1155 UNION CIRCLE 311247 DENTON TX 762035017 756002149 501(C)(3) 19074 0 RESEARCH UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET P221 FRANKLIN BUILDING PHILADELPHIA PA 191046205 231352685 GOV 266061 0 RESEARCH UNIVERSITY OF ROCHESTER 518 HYLAN BUILDING ROCHESTER NY 146270140 160743209 501(C)(3) 116875 0 CLINICAL UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY GARDENS SUITE 205 LOS ANGELES CA 900898006 951642394 GOV 247149 0 RESEARCH UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY GARDENS SUITE 205 LOS ANGELES CA 900898006 951642394 GOV 96250 0 CLINICAL UNIVERSITY OF TEXAS AT AUSTIN 110 INNER CAMPUS DR STOP K5300 AUSTIN TX 78712 746000203 GOV 79999 0 CLINICAL UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO 7703 FLOYD CURL DRIVE SAN ANTONIO TX 78229 741586031 GOV 256193 0 RESEARCH UNIVERSITY OF UTAH 201 S PRESIDENTS CIRCLE ROOM 411 SALT LAKE CITY UT 841120922 876000525 GOV 1718985 0 RESEARCH UNIVERSITY OF UTAH 201 S PRESIDENTS CIRCLE ROOM 411 SALT LAKE CITY UT 841120922 876000525 GOV 18750 0 CLINICAL UNIVERSITY OF VERMONT MEDICAL CENTER INC PO BOX 1902 BURLINGTON VT 05402 030219309 501(C)(3) 36359 0 CLINICAL UNIVERSITY OF WASHINGTON 4300 ROOSEVELT WAY NE BOX 354965 SEATTLE WA 98195 916001537 GOV 832802 0 RESEARCH UNIVERSITY OF WASHINGTON 4300 ROOSEVELT WAY NE BOX 354965 SEATTLE WA 98195 916001537 GOV 18750 0 CLINICAL UPMC 3600 FORBES AVE AT MEYRAN AVE PITTSBURGH PA 15213 251423657 501(C)(3) 18750 0 CLINICAL VANDERBILT UNIVERSITY MEDICAL CENTER 1161 21ST AVE SOUTH SUITE D3300MCN NASHVILLE TN 372325545 352528741 501(C)(3) 196712 0 RESEARCH VERSITI WISCONSIN INC 638 N 18TH STREET MILWAUKEE WI 532332121 390807235 501(C)(3) 210100 0 RESEARCH VIRGINIA COMMONWEALTH UNIVERSITY PO BOX 843035 RICHMOND VA 23284 546001758 GOV 146851 0 CLINICAL WASHINGTON UNIVERSITY 700 ROSEDALE AVENUE CB 1034 ST LOUIS MO 63112 430653611 GOV 1069483 0 RESEARCH WASHINGTON UNIVERSITY 700 ROSEDALE AVENUE CB 1034 ST LOUIS MO 63112 430653611 GOV 29494 0 CLINICAL WAYNE STATE UNIVERSITY 5057 WOODWARD AVENUE 13TH FL DETROIT MI 48202 386028429 GOV 82212 0 RESEARCH WEILL CORNELL MEDICAL COLLEGE 1300 YORK AVENUE NEW YORK NY 10065 311623978 501(C)(3) 194743 0 RESEARCH YALE UNIVERSITY 2 WHITNEY AVENUE 6TH FLOOR NEW HAVEN CT 06510 060646973 501(C)(3) 350001 0 RESEARCH 97 1 FINANCIAL ASSISTANCE 4595 6808684 SCHOLARSHIPS 10 6011 RESEARCH GRANT 1 4400 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS RESEARCH GRANTS THE SOCIETY UTILIZES VOLUNTEER COMMITTEES OF RENOWNED SCIENTISTS AND NEUROLOGISTS TO SELECT RESEARCH GRANTS FOR FUNDING IN THE UNITED STATES AND ABROAD. ALL GRANTEES ARE TO PROVIDE SCIENTIFIC AND FINANCIAL PROGRESS REPORTS ON A REGULAR BASIS WHICH ARE REVIEWED BY QUALIFIED STAFF. FINANCIAL ASSISTANCE GRANTS MS NAVIGATORS WORK WITH EACH INDIVIDUAL TOWARD A CUSTOMIZED AND SUSTAINABLE SOLUTION THAT SOMETIMES INCLUDES FINANCIAL ASSISTANCE. APPROVED REQUESTS RESULT IN PAYMENTS MADE DIRECTLY TO THE VENDOR DETERMINED TO BE BEST SUITED TO ADDRESS THE NEED. X X X X X 0 0 0 0 0 0 0 0 0 CYNTHIA ZAGIEBOYLO PRESIDENT & CEO 473993 0 0 0 0 0 11600 0 21751 0 507344 0 0 0 TIM COETZEE CHIEF ADVOC, SVC & SCIENCE OFFICER 317479 0 0 0 0 0 11600 0 64785 0 393864 0 0 0 JOHN SCOTT THRU 2422 CHIEF MKT & DEVELOPMENT OFFICER 325645 0 0 0 0 0 11600 0 38621 0 375866 0 0 0 TAMI CAESAR CHIEF OPERATING OFFICER 322722 0 0 0 0 0 11600 0 38648 0 372970 0 0 0 LISA GOLDFARB CHIEF PPL, VOL & COMM ENG OFFICER 331191 0 0 0 0 0 11600 0 22936 0 365727 0 0 0 JENNIFER LEE EVP, DEVELOPMENT 249808 0 0 0 0 0 10259 0 49825 0 309892 0 0 0 PHYLLIS ROBSHAM EVP, COMMUNITY LEADERSHIP 255966 0 0 0 0 0 10287 0 36164 0 302417 0 0 0 BARI TALENTE EVP, ADVOCACY & HEALTHCARE ACCESS 247237 0 0 0 0 0 7228 0 47809 0 302274 0 0 0 BRUCE BEBO EVP, RESEARCH 207462 0 0 0 0 0 8494 0 41618 0 257574 0 0 0 RON ZWERIN EVP, MKT, BRAND & COMMUNICATIONS 206352 0 0 0 0 0 8566 0 35729 0 250647 0 0 0 ELIZABETH CRITES THRU 4822 EVP, INDIV GIVING & CORP ENG. 203541 0 0 0 0 0 7805 0 35969 0 247315 0 0 0 REBECCA FEHLIG EVP, OPERATIONS 192705 0 0 0 0 0 7176 0 21769 0 221650 0 0 0 RONDA KRIER EVP, TECHNOLOGY (AS OF 3/22/21) 162283 0 0 0 0 0 6285 0 11875 0 180443 0 0 0 X 154 2362657 FMV X CRYPTO 1 370 FMV 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF NONCASH CONTRIBUTIONS RECEIVED, NOT THE NUMBER OF ITEMS CONTRIBUTED. COVID-19 IMPACT THE COVID-19 PANDEMIC SIGNIFICANTLY AFFECTED SOCIETY OPERATIONS THROUGHOUT FISCAL YEARS 2020 AND 2021. IN FISCAL YEAR 2022, THE SOCIETY RESUMED NORMAL OPERATIONS. OFFICES ARE OPEN; EVENTS AND PROGRAMS OFFER IN-PERSON AND VIRTUAL OPTIONS TO ENGAGE PEOPLE AFFECTED BY MS IN THE WAYS THEY ARE MOST COMFORTABLE. IN FY21 THE SOCIETY BECAME ELIGIBLE AND WAS GRANTED A LOAN TO COVER QUALIFYING EXPENSES IN THE AMOUNT OF $10,000,000, PURSUANT TO THE PAYCHECK PROTECTION PROGRAM (PPP). USE OF THE FUNDS WERE VERIFIED AND ON JUNE 1, 2022, THE SOCIETY WAS NOTIFIED THAT THE PPP LOAN WAS FORGIVEN. A GAIN IN FULL WAS RECORDED ON THE FY22 FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS THE VOTING MEMBERS OF THE SOCIETY SERVE ON THE DELEGATE ASSEMBLY AND ARE COMPRISED OF CHAIRS OF THE BOARDS OF TRUSTEES AND GOVERNANCE AND COMMUNITY ENGAGEMENT COMMITTEE CHAIRS FROM EACH OF THE 31 CHAPTERS OF THE NATIONAL MS SOCIETY, THE NATIONAL BOARD OF DIRECTORS, AND THE CEO ADVISORY COMMITTEE CHAIRS. FORM 990, PART VI, SECTION A, LINE 7A ELECTION OF MEMBERS AND THEIR RIGHTS ALL MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY THE DELEGATE ASSEMBLY WHICH IS COMPRISED OF VOTING MEMBERS OF THE ORGANIZATION, AS OUTLINED IN THE BYLAWS. VOTING MEMBERS ARE THE VOLUNTEER LEADERS OF THE MARKET AND THE NATIONAL 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. THE REVIEW COMMENTS OF THE AUDIT COMMITTEE ARE INCORPORATED INTO THE FORM 990 BY THE COO. A MEETING OF THE AUDIT COMMITTEE IS HELD TO APPROVE THE REVISED FORM 990, AND TO APPROVE DISTRIBUTION TO THE ENTIRE SOCIETY BOARD OF DIRECTORS. THE SOCIETY BOARD OF DIRECTORS IS GIVEN A PERIOD OF TIME TO REVIEW AND COMMENT ON THE FORM 990 BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY ALL STAFF AND MEMBERS OF THE NATIONAL BOARD OF DIRECTORS AND VOLUNTEERS SERVING ON KEY COMMITTEES MUST REVIEW THE CONFLICT OF INTEREST POLICY & MAKE ANY APPROPRIATE DISCLOSURES. IF AN INDIVIDUAL DISCLOSES AN ACTUAL OR POTENTIAL CONFLICT, THE LEGAL TEAM REVIEWS THE DISCLOSURE AND DRAFTS A CONFLICT RESOLUTION REPORT TO ADDRESS THE ACTUAL OR POTENTIAL CONFLICT. THE RESOLUTION REPORT IS PRESENTED TO THE AUDIT COMMITTEE AND THE AUDIT COMMITTEE EDITS AND ULTIMATELY APPROVES A RESOLUTION REPORT FOR EACH OF THE DISCLOSED CONFLICTS. THE RESOLUTION REPORT ENSURES THAT THE INDIVIDUAL DOES NOT PARTICIPATE IN ANY DISCUSSIONS OR VOTES RELATED TO THE CONFLICT. THE INDIVIDUAL WHO DISCLOSED THE CONFLICT IS PROVIDED A COPY OF THE RESOLUTION REPORT AND COMPLIES WITH IT. 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, THAT DETERMINE THE COMPENSATION OF THE PRESIDENT AND CEO. THE COMPENSATION COMMITTEE PROVIDES INPUT TO THE PRESIDENT AND CEO ON THE COMPENSATION OF THE CEO LEADERSHIP TEAM AND OTHER KEY EMPLOYEES AS DETERMINED BY THE PRESIDENT AND CEO. THE COMMITTEE IS PROVIDED WITH COMPARABLE SALARY INFORMATION AND DATA FOR EXECUTIVE POSITIONS AT OTHER VOLUNTARY HEALTHCARE AGENCIES OF SIMILAR SIZE AND NATIONAL INFLUENCE. THE PRESIDENT AND CEO'S PERFORMANCE IS EVALUATED ON AN ANNUAL BASIS BY THE MEMBERS OF THE COMPENSATION COMMITTEE. THE PRESIDENT AND CEO COMPENSATION IS 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. THE SOCIETY ALSO SOLICITS IN THE FOLLOWING STATES, BUT THE STATE DOES NOT REQUIRE REGISTRATION OR A LICENSE: AZ, DE, ID, IN, IA, MT, NE, SD, TX, VT, WY. 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 XI, LINE 9: CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN TRUST -1,026,851. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -140,460. FAST FORWARD LLC 733 THIRD AVENUE NEW YORK NY 100173822 261933619 RESEARCH DE 37975 1511918 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.