2022-06-28T15:58:46-05:00 2021-09-30 366055558 GRANT THORNTON LLP 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990 2020-10-01 135661935 NATIONAL MULTIPLE SCLEROSIS SOCIETY NATI 2129863240 733 THIRD AVENUE NEW YORK NY 100173211 TAMI CAESAR COO 2129863240 2022-04-13 1 TAMI CAESAR XXX-XX-XXXX DANIEL ROMANO P00504182 2125990100 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z CYNTHIA ZAGIEBOYLO 733 THIRD AVENUE NEW YORK NY 100173211 180094550 0 1048 X WWW.NATIONALMSSOCIETY.ORG X 1946 NY WE WILL CURE MS WHILE EMPOWERING PEOPLE AFFECTED BY MS TO LIVE THEIR BEST LIVES. 37 36 1001 45000 1262718 68643 150008066 139286957 24770 0 2859446 4882323 2338232 2255372 155230514 146424652 31812020 30593737 0 0 80367312 69824540 2196878 2900044 25526402 44217459 35108057 158593669 138426378 -3363155 7998274 173433035 201483349 57601368 67259714 115831667 134223635 X WE WILL CURE MS WHILE EMPOWERING PEOPLE AFFECTED BY MS TO LIVE THEIR BEST LIVES. 0 0 38580871 3792118 0 SEE SCHEDULE OCLIENT AND COMMUNITY SERVICES - THE SOCIETY PROVIDES INFORMATION, RESOURCES, AND SUPPORT THAT SEEKS TO MEET THE NEEDS OF PEOPLE AFFECTED BY MS AS A WHOLE AND INDIVIDUALLY. THE SOCIETY IS COMMITTED TO OFFERING PROGRAMS FOR ALL PEOPLE REGARDLESS OF WHERE THEY LIVE OR WHERE THEY ARE IN THEIR MS JOURNEY. PROGRAMS, SERVICES AND RESOURCES FOR PEOPLE AFFECTED BY MS FACILITATE EDUCATION, RECREATION, PHYSICAL AND EMOTIONAL WELLNESS, PROVIDE FINANCIAL RESOURCES AND A CONNECTION FOR PEOPLE AFFECTED BY MS.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 2021, MS NAVIGATORS PROVIDED SUPPORT TO 34,376 PEOPLE. OUR SELF SERVICE APPLICATIONS ASSISTED AN ADDITIONAL 114,000 PEOPLE IN FINDING DOCTORS AND OTHER RESOURCES DIRECTLY.IN ADDITION, MORE THAN 20,000 PEOPLE PARTICIPATED IN 113 SOCIETY PROGRAMS (IN PERSON, PHONE BASED, AND ONLINE) ON TOPICS SUCH AS: COVID & MS, MS EDUCATION; HEALTH AND WELLNESS; FAMILY AND RELATIONSHIPS; FINANCIAL RESOURCES; MOBILITY AND ACCESSIBILITY; SOCIAL AND EMOTIONAL SUPPORT; AND RESEARCH AND CLINICAL TRIAL UPDATES.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. 28697414 25032315 0 SEE SCHEDULE ORESEARCH AND SCIENTIFIC STUDIES - IN FISCAL 2021, THE SOCIETY INVESTED $28.8 MILLION TO SUPPORT 355 NEW AND ONGOING RESEARCH PROJECTS AROUND THE WORLD AIMED AT STOPPING MS IN ITS TRACKS, RESTORING FUNCTION, AND ENDING THE DISEASE FOREVER. THE SOCIETY ALSO PROVIDED RESCUE FUNDING TO QUALIFYING GRANTEES TO ENABLE WORK THAT HAD BEEN DISRUPTED BY COVID-19 TO CONTINUE WITH ADDITIONAL TIME AND FUNDING. THE SOCIETY ENGAGED 80 EXPERT PEER REVIEWERS TO EVALUATE 218 RESEARCH GRANTS, FELLOWSHIPS, AND TARGETED RESEARCH GRANT PROPOSALS, AND ENGAGED 10 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. 28006408 0 0 SEE SCHEDULE OPUBLIC EDUCATION - THE SOCIETY SEEKS TO EXPAND AND DEEPEN THE INDIVIDUAL AND COLLECTIVE EXPERIENCES OF THE MS MOVEMENT. THIS INCLUDES EDUCATING THE PUBLIC ABOUT MULTIPLE SCLEROSIS INCLUDING THE SOCIETY'S AWARENESS CAMPAIGNS, PUBLIC SERVICE ANNOUNCEMENTS, MOMENTUM, WHICH IS THE SOCIETY'S FLAGSHIP MAGAZINE DISTRIBUTED QUARTERLY TO 556,000 PEOPLE LIVING WITH MULTIPLE SCLEROSIS, HEALTHCARE PROVIDERS, AND SUPPORTERS OF THE SOCIETY. THE COMMUNICATIONS PLAN INCLUDES OUTREACH ACROSS ONLINE AND OFFLINE CHANNELS AND BIWEEKLY EMAILS FROM THE CHIEF EXECUTIVE OFFICER WHICH REACH NEARLY 700,000 RECIPIENTS.IN ADDITION, MANY PEOPLE GET ENGAGED IN CONVERSATIONS VIA THE SOCIETY'S SOCIAL MEDIA, WITH MORE THAN 1 MILLION FOLLOWERS. 6.5 MILLION PEOPLE VISIT THE SOCIETY'S WEBSITE EACH YEAR TO ACCESS INFORMATION AND SUPPORT. 5349465 1769304 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 - 7,772 HEALTHCARE PROVIDERS PARTICIPATED IN THESE PROGRAMS DURING 2021. OF THOSE WHO ATTENDED, 94% REPORTED INCREASED KNOWLEDGE ABOUT MS CARE. IN 2021, HEALTHCARE PROVIDERS MADE 8,259 REFERRALS TO THE SOCIETY. 5349465 1769304 0 100634158 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 1 738 0 1 1001 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 37 36 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 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 478104 0 11400 MAUREEN REEDER FORMER EVP, LEAD & ORG 0.00 0.00 X 369476 0 0 TAMI CAESAR CHIEF OPERATING OFFICER 40.00 0.00 X 284048 0 55642 ERIC HILTY CHIEF LEGAL OFFICER (THRU 11/6/20) 40.00 0.00 X 212642 0 39237 TIM COETZEE CHIEF ADVOC, SVC & SCIENCE OFFICER 40.00 0.00 X 304314 0 52829 JOHN SCOTT CHIEF MKT & DEVELOPMENT OFFICER 40.00 0.00 X 317903 0 25867 PAUL WEISS THRU 11220 CHIEF CRM, MKT & TECH OFFICER 40.00 0.00 X 293001 0 41390 LISA GOLDFARB CHIEF PPL, VOL & COMM ENG OFFICER 40.00 0.00 X 300242 0 11400 JENNIFER LEE EVP, FUNDRAISING EVENTS 40.00 0.00 X 239392 0 36541 BARI TALENTE EVP, ADVOCACY & HEALTHCARE ACCESS 40.00 0.00 X 223985 0 51467 PHYLLIS ROBSHAM EVP, COMMUNITY LEADERSHIP 40.00 0.00 X 244943 0 25056 KAY JULIAN EVP, SERVICES (THRU 11/2/20) 40.00 0.00 X 221221 0 25037 RON ZWERIN EVP, MKT, BRAND & COMMUNICATIONS 40.00 0.00 X 197704 0 41155 BRUCE BEBO EVP, RESEARCH 40.00 0.00 X 200351 0 31310 ELIZABETH CRITES EVP, INDIV GIVING & CORP ENG. 40.00 0.00 X 197262 0 32978 BETH OVERHULS EVP, TECHNOLOGY (THRU 11/25/20) 40.00 0.00 X 210863 0 8330 REBECCA FEHLIG EVP, OPERATIONS 40.00 0.00 X 184382 0 7162 GRAHAM MCREYNOLDS AVP, GLOBAL INITIATIVES 40.00 0.00 X 104611 0 15603 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 EUGENE MAY DIRECTOR/SECRETARY (AS OF 11/20/20) 5.00 0.00 X X 0 0 0 LINDA MCALEER SECRETARY (THRU 11/20/20) 5.00 0.00 X X 0 0 0 PETER PORRINO 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 (AS OF 11/20/20) 5.00 0.00 X 0 0 0 HAFIZ CHANDIWALA DIRECTOR 5.00 0.00 X 0 0 0 DOUG COY DIRECTOR (THRU 11/20/20) 5.00 0.00 X 0 0 0 KASSAUNDRA ESCALERA DIRECTOR 5.00 0.00 X 0 0 0 CAROLINE WHITACRE VICE CHAIR 5.00 0.00 X X 0 0 0 DANA M FOOTE DIRECTOR 5.00 0.00 X 0 0 0 ELIZABETH FORSTNEGER DIRECTOR 5.00 0.00 X 0 0 0 BRENDON GALLAGHER DIRECTOR 5.00 0.00 X 0 0 0 PETER A GALLIGAN DIRECTOR (THRU 11/20/20) 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 (AS OF 11/20/20) 5.00 0.00 X 0 0 0 BONNIE HIGGINS DIRECTOR 5.00 0.00 X 0 0 0 WILLIAM HOLLEY DIRECTOR 5.00 0.00 X 0 0 0 DIANE KRAMER DIRECTOR (FROM 11/20 THRU 02/21) 5.00 0.00 X 0 0 0 MARK LIVINGSTON DIRECTOR (AS OF 11/20/20) 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 MIKE PONGON DIRECTOR (THRU 11/20/20) 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 (AS OF 11/20/20) 5.00 0.00 X 0 0 0 DIANA TWADELL DIRECTOR 5.00 0.00 X 0 0 0 WENDI WASIK DIRECTOR (AS OF 11/20/20) 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 4584444 0 512404 128 1 1 0 MERKLE INC 7001 COLUMBIA GATEWAY DRIVE COLUMBIA MD 21046 DIRECT MARKETING 7624477 BLACKBAUD 65 FAIRCHILD STREET CHARLESTON SC 29492 FUNDRAISING SOFTWARE 1496006 ACCENTURE LLP 161 N CLARK STREET CHICAGO IL 606013206 CONSULTING 939511 GLOBAL CLOUD LTD 30 WEST THIRD STREET CINCINNATI OH 45202 FUNDRAISING SOFTWARE 762813 EVENT 360 INC 55 E JACKSON BOULEVARD SUITE 1010 CHICAGO IL 60604 EVENT PRODUCTION 758177 30 73540290 368594 65378073 1665354 139286957 2045427 2045427 862109 0 862109 862109 862109 28448830 25611934 2836896 2836896 2836896 8057964 73540290 8057964 0 ADVERTISING INCOME 900099 1262718 1262718 MISCELLANEOUS INCOME 900099 130545 130545 1393263 146424652 0 1262718 5874977 24337763 24337763 3798518 3798518 2457456 2457456 3321305 2360725 399136 561444 50882621 36166466 6114796 8601359 1702718 1210262 204623 287833 9904499 7039942 1190269 1674288 4013397 2852652 482308 678437 26705 26705 257507 257507 142980 142980 66658 66658 2900044 2900044 295710 295710 6864207 5267208 455591 1141408 2326516 1138171 11700 1176645 2790984 209388 58227 2523369 6013544 4002443 641195 1369906 8636875 5976307 1022643 1637925 106386 24729 4380 77277 55581 37052 1461 17068 1200254 828858 143135 228261 997428 689701 118213 189514 PRINTING, PUB., & POST. 4214720 1470306 531141 2213273 EQUIPMENT RENTAL 285356 197613 33689 54054 DUES 261490 232382 3549 25559 AWARDS & PRIZES 130249 124423 2352 3474 434907 145135 124508 165264 138426378 100634158 12265818 25526402 X 3411931 350888 605373 2455670 71802303 69719306 13736856 12985774 1186539 564364 5027379 4947845 15288473 14102946 2225704 1185527 75690296 107677857 52243 54759 3711715 4347917 173433035 201483349 11680963 12851339 27666761 25753043 4239000 5792357 7842574 7301323 6172070 15561652 57601368 67259714 X 60336737 74684207 55494930 59539428 115831667 134223635 173433035 201483349 X 7998274 9968541 425153 X 0 1 X 1 0 X 175698717 189707218 191054088 150008066 139286957 845755046 175698717 189707218 191054088 150008066 139286957 845755046 7916474 837838572 2186940 2842090 3845510 3899079 2907536 15681155 2213290 1669341 1468467 1190061 1262718 7803877 22954181 22220034 23943974 7629516 8188509 84936214 954176292 256791 0.87810 0.88210 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2016 AMOUNT: $ 202,050. 2017 AMOUNT: $ 20,909. 2018 AMOUNT: $ 79,255. 2019 AMOUNT: $ 97,571. 2020 AMOUNT: $ 130,545. GROSS INCOME FROM FUNDRAISING - 2016 AMOUNT: $ 22,752,131. 2017 AMOUNT: $ 22,199,125. 2018 AMOUNT: $ 23,864,719. 2019 AMOUNT: $ 7,531,945. 2020 AMOUNT: $ 8,057,964. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 1 2742 1 205638 1 10282 0 1 288578 1 178219 0 685459 0 PART II-B, LINE 1: 34,317 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 2021 INCLUDED INCREASED FUNDING FOR MS RESEARCH, ADVOCATING FOR ACCESS TO AFFORDABLE MEDICATION AND QUALITY HEALTHCARE WITHIN THE BUILD BACK BETTER ACT (H.R. 5376), AND INCREASING ACCESS TO BROADBAND AND ACCESSIBLE TRAVEL AND INFRASTRUCTURE WITHIN THE INFRASTRUCTURE INVESTMENT AND JOBS ACT (H.R. 3684). 0 1 X 20280605 211969 5090737 2182798 44755 23355758 21446141 291990 -870352 193288 393886 20280605 20596603 256566 1007744 219134 195638 21446141 9143474 10413196 1507782 145245 322604 20596603 2464959 5496277 1286554 104316 9143474 0.72460 0.27540 0 0 4098149 3765963 332186 4840376 4362135 478241 6349948 5974848 375100 1185527 OTHER LIABILITIES 12676049 DUE TO ANNUITANTS 1693288 LONG TERM DEFERRED RENT 1192315 15561652 X 160576066 9968541 4053430 425153 14447124 146128942 295710 295710 146424652 142184098 4053430 4053430 138130668 295710 295710 138426378 PART IV, LINE 2B: ESCROW LIABILITY ARRANGEMENT EXPLANATION THE SOCIETY IS A MANAGING MEMBER OF THE PROGRESSIVE MS ALLIANCE, ALONG WITH ASSOCIANZIONE ITALIANA SCLEROSI MULTIPLA (ITALY), MS RESEARCH 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. AS A MANAGING MEMBER, THE SOCIETY CONTRIBUTED $8,035,575 THROUGH 2021 AND HAS COMMITTED $12,517,385 OVER THE FOLLOWING FOUR YEARS, CONDITIONAL ON VARIOUS FACTORS. IN ADDITION, THE SOCIETY MAINTAINS CUSTODY OF THE POOLED FUNDS CONTRIBUTED FROM OTHER ALLIANCE MEMBERS. THE DISBURSEMENT OF FUNDS FOR VARIOUS PROGRESSIVE MS RESEARCH INITIATIVES IS APPROVED BY VOTING ALLIANCE MEMBERS. THE SOCIETY RECEIVED A TOTAL OF $3,052,593 DURING THE YEAR ENDING SEPTEMBER 30, 2021 FROM ALLIANCE MEMBERS, WHICH WILL BE HELD UNTIL SUCH TIME THE FUNDS ARE APPROVED FOR EXPENDITURE. AS OF SEPTEMBER 30, 2021, THE SOCIETY RECORDED UNSPENT DONATED FUNDS, CONSISTING OF BOTH SOCIETY AND OTHER ALLIANCE MEMBERS' MONIES, TOTALING $7,301,323, 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 PROVISION 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 THAT 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 FINANCIALS STATEMENTS. IN ADDITION, THE SOCIETY HAS NOT RECORDED A PROVISION FOR INCOME TAXES AS IT HAS NO MATERIAL TAX LIABILITY FROM UNRELATED BUSINESS INCOME ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN TRUST 990,817. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 212,441. REPAYMENT OF RESTRICTED CONTRIBUTIONS -778,105. 1 EAST ASIA AND THE PACIFIC 0 4 GRANTMAKING 996074 EUROPE (INCLUDING ICELAND & GREENLAND) 0 9 GRANTMAKING 911951 MIDDLE EAST AND NORTH AFRICA 0 1 GRANTMAKING 57968 NORTH AMERICA 0 6 GRANTMAKING 491463 0 20 0 0 0 20 2457456 0 2457456 EAST ASIA AND THE PACIFIC RESEARCH 95076 WIRE NORTH AMERICA RESEARCH 60730 WIRE EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 84650 WIRE EAST ASIA AND THE PACIFIC RESEARCH 163190 WIRE EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 95228 WIRE NORTH AMERICA RESEARCH 214340 WIRE EAST ASIA AND THE PACIFIC RESEARCH 445050 WIRE EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 222326 WIRE EAST ASIA AND THE PACIFIC RESEARCH 292758 WIRE NORTH AMERICA RESEARCH 56405 WIRE MIDDLE EAST AND NORTH AFRICA RESEARCH 57968 WIRE NORTH AMERICA RESEARCH 6500 WIRE EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 17704 WIRE EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 211795 WIRE EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 52268 WIRE EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 103269 WIRE NORTH AMERICA RESEARCH 50000 WIRE NORTH AMERICA RESEARCH 103488 WIRE EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 88643 WIRE EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 36068 WIRE 20 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 8599135 2859844 5739291 MENISH PROD INC PO BOX 221066 LOUISVILLE KY 40252 EVENT AUCTIONEER 0 193967 9200 184767 CLINT BELL PRODUCTIONS 3262 WALDEN GLEN ESCONDIDO CA 92027 EVENT AUCTIONEER 0 188620 4250 184370 FRANCO FINN PRODUCTIONS 1483 FUNSTON AVE SAN FRANCISCO CA 94122 EVENT AUCTIONEER 0 156638 5000 151638 GREG DELLINGER 133 CLYDE DRIVE NAPERVILLE IL 60565 EVENT AUCTIONEER 0 78834 3750 75084 IMPACT AUCTIONS 1717 SUTTER CREEK DR WAXHAW NC 28173 EVENT AUCTIONEER 0 72250 2500 69750 CLINTON KENNETH SWETT 544 UNION AVE APT5I BROOKLYN NY 11211 EVENT AUCTIONEER 0 63600 3500 60100 CROWNOVER ENTERPRISES LLC 1194 BERKELEY RD AVONDALE ESTATES GA 30002 EVENT AUCTIONEER 0 58015 5000 53015 BENEFIT AUCTIONS 360 PO BOX 12633 PORTLAND OR 97212 EVENT AUCTIONEER 0 55636 5500 50136 ADAM'S AUCTION & REAL ESTATE SERVICES INC 1550 E RT 15 BELLEVILLE IL 62221 EVENT AUCTIONEER 0 47920 1500 46420 9514615 2900044 6614571 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) 44450496 39195674 5254822 552220 720414 912592 79652 2989944 WALK MS (353) 23988321 22940453 1047868 829004 33366 25017 6220 154261 73 13159437 11404163 1755274 19761 276342 649782 247652 561737 81598254 73540290 8057964 1400985 1030122 1587391 333524 3705942 8057964 0 SCHEDULE G, PART I, LINE 2B, COLUMN (V) PROFESSIONAL FUNDRAISERS THE SOCIETY USED MERKLE FOR THE MAJORITY OF ITS DIRECT MAIL CAMPAIGNS IN FY2021. THESE CAMPAIGNS COLLECTIVELY RAISED $8,599,135 IN REVENUE FOR FY2021. ADDITIONALLY, EVENT AUCTIONEERS ASSIST THE SOCIETY IN ACQUIRING MERCHANDISE TO BE AUCTIONED. COLLECTIVELY, THEY RAISED $915,480 IN REVENUE FOR 2021. 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 FY2021, 4,900 TEAMS AND MORE THAN 46,000 CYCLISTS CHOSE BIKE MS DURING THE 50 VIRTUAL AND IN-PERSON BIKE EVENTS HELD. WALK MS 40,000 PEOPLE PARTICIPATED IN WALK MS EVENTS IN FY2021. WALK MS IS THE PERFECT PLACE TO CONNECT TO THE SERVICES AND SUPPORT OFFERED BY THE NATIONAL MS SOCIETY. THERE WERE 353 VIRTUAL AND IN-PERSON WALK EVENTS HELD DURING FY2021. 1 ACCELERATED CURE PROJECT FOR MS 460 TOTTEN POND ROAD SUITE 420 WALTHAM MA 02452 043555864 501(C)(3) 420554 RESEARCH ANNEXON INC 280 UTAH AVE SOUTH SAN FRANCISCO CA 94080 275414423 501(C)(3) 134633 RESEARCH BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA HOUSTON TX 770303411 741613878 501(C)(3) 274545 RESEARCH BETH ISRAEL DEACONESS MEDICAL CENTER 330 BROOKLINE AVE BOSTON MA 02215 042103881 501(C)(3) 57196 RESEARCH BRAINSTORM CELL THERAPEUTICS INC 1325 AVENUE OF AMERICAS 28TH FL NEW YORK NY 10019 207273918 501(C)(3) 74300 RESEARCH BRIGHAM & WOMEN'S HOSPITAL 60 FENWOOD RD 10TH FL STE 10002J BOSTON MA 02115 042312909 501(C)(3) 2341538 RESEARCH BRIGHAM & WOMEN'S HOSPITAL 60 FENWOOD RD 10TH FL STE 10002J BOSTON MA 02115 042312909 501(C)(3) 56250 CLINICAL CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVENUE CLEVELAND OH 441067015 341018992 501(C)(3) 22487 RESEARCH CASHEL NEURAL INC 10000 CEDAR AVE CLEVELAND OH 44106 824625105 501(C)(3) 86043 RESEARCH CEDARS SINAI MEDICAL CENTER 8700 BEVERLY BLVD LOS ANGELES CA 90048 951644600 501(C)(3) 18750 CLINICAL CHILDREN'S HOSPITAL OF PHILADELPHIA 3401 CIVIC CENTER BLVD PHILADELPHIA PA 191044318 231352166 501(C)(3) 189684 RESEARCH CHILDREN'S HOSPITAL OF PHILADELPHIA 3401 CIVIC CENTER BLVD PHILADELPHIA PA 191044318 231352166 501(C)(3) 117375 CLINICAL CHILDRENS RESEARCH INSTITUTE 111 MICHIGAN AVENUE NW SUITE 5400 WASHINGTON DC 20010 521654453 501(C)(3) 24551 RESEARCH CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVENUE CLEVELAND OH 44195 340714585 501(C)(3) 621311 RESEARCH CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVENUE CLEVELAND OH 44195 340714585 501(C)(3) 221625 CLINICAL COLORADO STATE UNIVERSITY 555 SOUTH HOWES 6003 CAMPUS DELIVERY FORT COLLINS CO 805236003 846000545 GOV. 137959 RESEARCH COLUMBIA UNIVERSITY 615 WEST 131ST STREET 3RD FLOOR NEW YORK NY 10027 135598093 501(C)(3) 18750 CLINICAL COLUMBIA UNIVERSITY 615 WEST 131ST STREET 3RD FLOOR NEW YORK NY 10027 135598093 501(C)(3) 709832 RESEARCH DUKE UNIVERSITY PO BOX 104132 DURHAM NC 27710 560532129 501(C)(3) 182256 RESEARCH ESUPPORT HEALTH PBC 620 EIGHTH AVENUE NEW YORK NY 10018 843695226 N/A 270000 RESEARCH GEORGETOWN UNIVERSITY 37TH AND O STREET NW WASHINGTON DC 20057 530196603 501(C)(3) 147134 RESEARCH GREATER LOS ANGELES VETERANS RESEARCH AND EDUCATION FOUNDATION 11301 WILSHIRE BLVD BLDG 114 ROOM 218 LOS ANGELES CA 90073 832316783 501(C)(3) 115528 RESEARCH HENRY FORD HEALTH SYSTEM 1150 ELIJAH MCCOY DRIVE DETROIT MI 48202 381357020 501(C)(3) 170296 RESEARCH HENRY M JACKSON FOUNDATION 6720 - A ROCKLEDGE DRIVE STE 100 BETHESDA MD 20817 521317896 501(C)(3) 290902 RESEARCH ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI ONE GUSTAVE L LEVY PLACE NEW YORK NY 100296574 136171197 501(C)(3) 195958 RESEARCH ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI ONE GUSTAVE L LEVY PLACE NEW YORK NY 100296574 136171197 501(C)(3) 173125 CLINICAL INSTITUTE FOR CLINICAL RESEARCH INC 50 IRVING STREET NW ROOM 1F-134 WASHINGTON DC 20422 521336656 501(C)(3) 39465 RESEARCH JOHNS HOPKINS UNIVERSITY 1101 EAST 33RD STREET STE D200 BALTIMORE MD 21218 520595110 501(C)(3) 1707513 RESEARCH JOHNS HOPKINS UNIVERSITY 1101 EAST 33RD STREET STE D200 BALTIMORE MD 21218 520595110 501(C)(3) 130675 CLINICAL KESSLER FOUNDATION RESEARCH CENTER 120 EAGLE ROCK AVENUE SUITE 100 EAST HANOVER NJ 07936 311562134 501(C)(3) 181973 RESEARCH LONGEVITY BIOTECH INC 3001 MARKET STREET SUITE 140 PHILADELPHIA PA 19104 272351016 501(C)(3) 1671 RESEARCH MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 042697983 501(C)(3) 18750 CLINICAL MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 042697983 501(C)(3) 536747 RESEARCH MAYO CLINIC ROCHESTER PO BOX 1658 MINNEAPOLIS MN 554801658 416011702 501(C)(3) 294242 RESEARCH MONTCLAIR STATE UNIVERSITY 1 NORMAL AVE MONTCLAIR NJ 07043 222912682 GOV. 102018 RESEARCH MOUNT SINAI REHABILITATION HOSPITAL INC 114 WOODLAND STREET MS 510358 HARTFORD CT 06105 061422973 501(C)(3) 32466 RESEARCH NATIONAL CANCER INSTITUTE 9000 ROCKVILLE PIKE BETHESDA MD 20892 520858115 501(C)(3) 26563 RESEARCH NAT'L INST OF HEALTH NAT'L INST OF NEUROLOGICAL DISORDERS & STROKE 9000 ROCKVILLE PIKE BETHESDA MD 20892 520858115 501(C)(3) 290164 RESEARCH NEW YORK UNIVERSITY 550 FIRST AVENUE NEW YORK NY 10016 135562308 501(C)(3) 241384 RESEARCH NEW YORK UNIVERSITY 550 FIRST AVENUE NEW YORK NY 10016 135562308 501(C)(3) 56250 CLINICAL NORTHWESTERN UNIVERSITY 633 CLARK STREET EVANSTON IL 60208 362167817 501(C)(3) 18750 CLINICAL NORTHWESTERN UNIVERSITY 633 CLARK STREET EVANSTON IL 60208 362167817 501(C)(3) 559011 RESEARCH OREGON HEALTH & SCIENCE UNIVERSITY 2525 SW 3RD AVE SUITE 245 PORTLAND OR 97201 931176109 501(C)(3) 116875 CLINICAL OREGON HEALTH & SCIENCE UNIVERSITY 2525 SW 3RD AVE SUITE 245 PORTLAND OR 97201 931176109 501(C)(3) 829612 RESEARCH PRESIDENT AND FELLOWS OF HARVARD COLLEGE 1033 MASSACHUSETTS AVE 2ND FL CAMBRIDGE MA 02138 042103580 501(C)(3) 55000 RESEARCH REGENTS OF THE UNIVERSITY OF MICHIGAN 5082 WOLVERINE TOWER 3003 SOUTH STATE STREET ANN ARBOR MI 481091287 386006309 GOV. 83206 RESEARCH REGENTS UNIVERSITY OF CALIFORNIA LOS ANGELES 710 WESTWOOD PLAZA STE 1-155 LOS ANGELES CA 900951769 956006143 GOV. 183180 RESEARCH RESEARCH FOUNDATION FOR MENTAL HYGIENE INC 150 BROADWAY SUITE 301 MENANDS NY 12204 141410842 501(C)(3) 20963 RESEARCH RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NY 230 WEST 41ST STREET 7TH FLOOR NEW YORK NY 10036 131988190 501(C)(3) 63782 RESEARCH RUTGERS THE STATE OF UNIVERSITY OF NEW JERSEY 33 KNIGHTSBRIDGE ROAD PISCATAWAY NJ 08854 462354111 GOV. 783356 RESEARCH SAINT LOUIS UNIVERSITY 3545 LINDELL BOULEVARD ST LOUIS MO 63103 430654872 501(C)(3) 214572 RESEARCH SOUTHERN CALIFORNIA PERMANENTE MEDICAL 100 S LOS ROBLES AVE 2ND FLOOR PASADENA CA 91101 951750445 501(C)(3) 62706 RESEARCH STANFORD UNIVERSITY 3145 PORTER DRIVE PALO ALTO CA 94304 941156365 501(C)(3) 498927 RESEARCH TEXAS A&M AGRILIFE RESEARCH 400 HARVEY MITCHELL PARKWAY SOUTH SUITE 300 COLLEGE STATION TX 77845 749000541 GOV. 43805 RESEARCH THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS 506 S WRIGHT STREET 209 HAB MC-339 URBANA IL 61801 376000511 GOV. 355125 RESEARCH THE CURATORS OF THE UNIVERSITY OF MISSOURI ONE UNIVERSITY BOULEVARD ST LOUIS MO 63121 436003859 GOV. 238514 RESEARCH THE J DAVID GLADSTONE INSTITUTES 1650 OWENS ST SAN FRANCISCO CA 94158 237203666 501(C)(3) 45511 RESEARCH THE STATE UNIVERSITY OF NEW YORK AT BUFFALO PO BOX BUFFALO NY 14260 141368361 GOV. 403167 RESEARCH THE UNIVERSITY OF IOWA 105 JESSUP HALL IOWA CITY IA 52242 426004813 GOV. 102073 RESEARCH THE UNIVERSITY OF SOUTH FLORIDA BOARD OF TRUSTEES 4202 E FOWLER AVE ALN147 TAMPA FL 336205800 593102112 501(C)(3) 18750 CLINICAL THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD MC 9029 DALLAS TX 75390 756002868 501(C)(3) 65742 CLINICAL THE UNIVERSITY OF VERMONT 85 SO PROSPECT ST333 WATERMAN BLDG BURLINGTON VT 05405 030179440 GOV. 106076 RESEARCH THOMAS JEFFERSON UNIVERSITY 1020 WALNUT STREET PHILADELPHIA PA 19107 231352651 501(C)(3) 124264 RESEARCH TISCH MS RESEARCH CENTER OF NEW YORK 521 WEST 57TH STREET FL 4 NEW YORK NY 10019 251922851 501(C)(3) 416667 RESEARCH UNIVERSITY OF ALABAMA 701 20TH STREET S-AB 921 BIRMINGHAM AL 352940109 636005396 GOV. 56250 CLINICAL UNIVERSITY OF ALABAMA 701 20TH STREET S-AB 921 BIRMINGHAM AL 352940109 636005396 GOV. 223723 RESEARCH UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE LA JOLLA CA 92093 956006144 GOV. 56250 CLINICAL UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE LA JOLLA CA 92093 956006144 GOV. 179444 RESEARCH UNIVERSITY OF CALIFORNIA SAN FRANCISCO 1855 FOLSOM STREET PO BOX 0812 SAN FRANCISCO CA 94143 946036493 GOV. 1868713 RESEARCH UNIVERSITY OF CALIFORNIA SAN FRANCISCO 1855 FOLSOM ST PO BOX 0812 SAN FRANCISCO CA 94143 946036493 GOV. 29219 CLINICAL UNIVERSITY OF CALIFORNIA BERKELEY 2195 HEARST AVENUE ROOM 159 BERKELEY CA 947201101 946002123 GOV. 237330 RESEARCH UNIVERSITY OF CALIFORNIA DAVIS OFFICE OF RESEARCH 1850 RESEARCH PARK DRIVE SUITE300 DAVIS CA 95618 946036494 GOV. 55130 RESEARCH UNIVERSITY OF CALIFORNIA RIVERSIDE 900 UNIVERSITY AVE RIVERSIDE CA 92521 956006142 GOV. 136712 RESEARCH UNIVERSITY OF COLORADO DENVER BLDG 500 13001 E 17TH PL AURORA CO 800452571 846000555 GOV. 352694 RESEARCH UNIVERSITY OF CONNECTICUT 343 MANSFIELD RD U-1074 STORRS MANSFIELD CT 062691074 060772160 GOV. 43213 RESEARCH UNIVERSITY OF CONNECTICUT HEALTH CENTER 263 FARMINGTON AVENUE FARMINGTON CT 060305335 521725543 GOV. 252004 RESEARCH UNIVERSITY OF KANSAS MEDICAL CENTER RESEARCH INSTITUTE INC 3901 RAINBOW BLVD MAIL STOP 1039 KANSAS CITY KS 66160 481108830 501(C)(3) 95970 RESEARCH UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION 109 KINKEAD HALL LEXINGTON KY 405060057 616033693 501(C)(3) 326335 RESEARCH UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL 55 LAKE AVENUE NORTH WORCESTER MA 01655 043167352 GOV. 90790 RESEARCH UNIVERSITY OF MIAMI PO BOX 248106 CORAL GABLES FL 331242912 590624458 501(C)(3) 15915 RESEARCH UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL PO BOX 402420 ATLANTA GA 303842420 566001393 GOV. 176676 RESEARCH UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET P221 FRANKLIN BUILDING PHILADELPHIA PA 191046205 231352685 GOV. 149796 RESEARCH UNIVERSITY OF ROCHESTER 518 HYLAN BUILDING ROCHESTER NY 146270140 160743209 501(C)(3) 116875 CLINICAL UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY GARDENS SUITE 205 LOS ANGELES CA 900898006 951642394 GOV. 96250 CLINICAL UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY GARDENS SUITE 205 LOS ANGELES CA 900898006 951642394 GOV. 217844 RESEARCH UNIVERSITY OF TEXAS AT AUSTIN 110 INNER CAMPUS DR STOP K5300 AUSTIN TX 78712 746000203 GOV. 60000 CLINICAL UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO 7703 FLOYD CURL DRIVE SAN ANTONIO TX 78229 741586031 GOV. 143498 RESEARCH UNIVERSITY OF UTAH 201 S PRESIDENTS CIRCLE ROOM 411 SALT LAKE CITY UT 841120922 876000525 GOV. 1053219 RESEARCH UNIVERSITY OF VERMONT MEDICAL CENTER INC PO BOX 1902 BURLINGTON VT 05402 030219309 501(C)(3) 12120 CLINICAL UNIVERSITY OF VIRGINIA PO BOX 400195 CHARLOTTESVILLE VA 229044195 546001796 GOV. 46948 RESEARCH UNIVERSITY OF WASHINGTON 4300 ROOSEVELT WAY NE BOX 354965 SEATTLE WA 98195 916001537 GOV. 64722 CLINICAL UNIVERSITY OF WASHINGTON 4300 ROOSEVELT WAY NE BOX 354965 SEATTLE WA 98195 916001537 GOV. 754617 RESEARCH VANDERBILT UNIVERSITY MEDICAL CENTER 1161 21ST AVE SOUTH SUITE D3300MCN NASHVILLE TN 372325545 352528741 501(C)(3) 194375 RESEARCH VERSITI WISCONSIN INC 638 N 18TH STREET MILWAUKEE WI 532332121 390807235 501(C)(3) 205612 RESEARCH VIRGINIA COMMONWEALTH UNIVERSITY PO BOX 843035 RICHMOND VA 23284 546001758 GOV. 82310 RESEARCH VIRGINIA COMMONWEALTH UNIVERSITY PO BOX 843035 RICHMOND VA 23284 546001758 GOV. 24475 CLINICAL WASHINGTON UNIVERSITY 700 ROSEDALE AVENUE CB 1034 ST LOUIS MO 63112 430653611 GOV. 1364542 RESEARCH WAYNE STATE UNIVERSITY 5057 WOODWARD AVENUE 13TH FL DETROIT MI 48202 386028429 GOV. 54999 RESEARCH WEILL CORNELL MEDICAL COLLEGE 1300 YORK AVENUE NEW YORK NY 10065 311623978 501(C)(3) 374462 RESEARCH YALE UNIVERSITY 2 WHITNEY AVENUE 6TH FLOOR NEW HAVEN CT 06510 060646973 501(C)(3) 344768 RESEARCH 99 1 FINANCIAL ASSISTANCE 3010 3700118 SCHOLARSHIPS 58 92000 RESEARCH GRANT 1 6400 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 1 0 0 0 0 0 0 0 CYNTHIA ZAGIEBOYLO PRESIDENT & CEO 478104 0 0 0 0 0 11400 0 1715 0 491219 0 0 0 MAUREEN REEDER FORMER EVP, LEAD & ORG 0 0 0 0 369476 0 0 0 0 0 369476 0 0 0 TAMI CAESAR CHIEF OPERATING OFFICER 284048 0 0 0 0 0 11400 0 44242 0 339690 0 0 0 ERIC HILTY CHIEF LEGAL OFFICER (THRU 11/6/20) 212642 0 0 0 0 0 8713 0 30524 0 251879 0 0 0 TIM COETZEE CHIEF ADVOC, SVC & SCIENCE OFFICER 304314 0 0 0 0 0 11400 0 41429 0 357143 0 0 0 JOHN SCOTT CHIEF MKT & DEVELOPMENT OFFICER 317903 0 0 0 0 0 11400 0 14467 0 343770 0 0 0 PAUL WEISS THRU 11220 CHIEF CRM, MKT & TECH OFFICER 293001 0 0 0 0 0 11400 0 29990 0 334391 0 0 0 LISA GOLDFARB CHIEF PPL, VOL & COMM ENG OFFICER 300242 0 0 0 0 0 11400 0 2847 0 314489 0 0 0 JENNIFER LEE EVP, FUNDRAISING EVENTS 239392 0 0 0 0 0 9825 0 26716 0 275933 0 0 0 BARI TALENTE EVP, ADVOCACY & HEALTHCARE ACCESS 223985 0 0 0 0 0 7252 0 44215 0 275452 0 0 0 PHYLLIS ROBSHAM EVP, COMMUNITY LEADERSHIP 244943 0 0 0 0 0 9847 0 15209 0 269999 0 0 0 KAY JULIAN EVP, SERVICES (THRU 11/2/20) 221221 0 0 0 0 0 8957 0 16080 0 246258 0 0 0 RON ZWERIN EVP, MKT, BRAND & COMMUNICATIONS 197704 0 0 0 0 0 8200 0 32955 0 238859 0 0 0 BRUCE BEBO EVP, RESEARCH 200351 0 0 0 0 0 8129 0 23181 0 231661 0 0 0 ELIZABETH CRITES EVP, INDIV GIVING & CORP ENG. 197262 0 0 0 0 0 7813 0 25165 0 230240 0 0 0 BETH OVERHULS EVP, TECHNOLOGY (THRU 11/25/20) 210863 0 0 0 0 0 8330 0 2044 0 221237 0 0 0 REBECCA FEHLIG EVP, OPERATIONS 184382 0 0 0 0 0 7162 0 1757 0 193301 0 0 0 GRAHAM MCREYNOLDS AVP, GLOBAL INITIATIVES 104611 0 0 0 0 0 4276 0 11327 0 120214 0 0 0 PART I, LINE 3 COMPENSATION THE COMPENSATION INFORMATION REPORTED ON PART VII AND SCHEDULE J IS BASED ON THE 2020 CALENDAR YEAR WHEN THE COVID PANDEMIC BEGAN. THE SOCIETY'S OPERATIONS WERE GREATLY IMPACTED. SALARY REDUCTIONS FOR HIGHLY COMPENSATED EMPLOYEES WERE IMPLEMENTED IN 2020 AS PART OF THE COVID-19 CONTINGENCY PLAN TO REDUCE EXPENSES WHILE RETAINING EMPLOYEES AND DELIVERING ON OUR MISSION. PART I, LINE 4B DISTRIBUTION FROM A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN MAUREEN REEDER, A FORMER EVP, RETIRED IN JANUARY 2019. OTHER REPORTABLE COMPENSATION INCLUDES A LUMP SUM DISTRIBUTION IN CALENDAR 2020 FROM A 457(F) DEFERRED COMPENSATION PLAN. X 159 1665354 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 IN EARLY 2020, AN OUTBREAK OF THE NOVEL STRAIN OF CORONAVIRUS ("COVID-19") EMERGED ON A GLOBAL SCALE. IN FISCAL 2020, OFFICES WERE CLOSED, EVENTS AND COMMUNITY PROGRAMS WERE MOVED TO A REMOTE STATUS. THE PANDEMIC CONTINUES TO PRESENT OPERATING CHALLENGES, BUT THE SOCIETY REMAINS FOCUSED ON DELIVERING ITS CORE MISSION. WHILE OFFICES REMAIN CLOSED ACROSS THE COUNTRY, THE SOCIETY BEGAN TO HOLD SOME IN PERSON EVENTS AGAIN IN MAY 2021, WHEN STRICT SAFETY PROTOCOLS COULD BE FOLLOWED. EVENT PARTICIPATION AND DONOR-BASED REVENUES HAVE STABILIZED BUT HAVE NOT RETURNED TO PRE-PANDEMIC LEVELS. AS A RESULT, CASH AND OPERATING EXPENSES CONTINUE TO BE MONITORED CLOSELY. THE SOCIETY BECAME ELIGIBLE AND WAS GRANTED A LOAN IN THE AMOUNT OF $10,000,000, PURSUANT TO THE PAYCHECK PROTECTION PROGRAM (PPP). THE SOCIETY BELIEVES THAT IT HAS USED THE ENTIRE PPP LOAN AMOUNT FOR QUALIFYING EXPENSES UNDER THE TERMS OF THE PPP LOAN. THE SOCIETY IS AWAITING A DECISION ON LOAN FORGIVENESS. FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS THE MEMBERS OF THE SOCIETY ARE COMPRISED OF THE MEMBERS OF THE 31 MARKETS WHO ARE NON-VOTING MEMBERS, AND THOSE MARKETS CHOOSE VOTING MEMBERS WHO COMPRISE THE DELEGATE ASSEMBLY. 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. EACH MARKET IS ALLOCATED A NUMBER OF VOTING MEMBERS BASED ON A FORMULA. 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 THAT DETERMINE THE COMPENSATION OF THE PRESIDENT AND CEO. THE COMMITTEE IS PROVIDED WITH COMPARABLE SALARY INFORMATION AND DATA FOR ALL 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. THE PRESIDENT AND CEO OR HER DESIGNEE CONDUCTS PERFORMANCE EVALUATIONS FOR OFFICERS AND OTHER KEY EMPLOYEES. THE OUTCOME OF THESE EVALUATIONS IS SHARED WITH THE COMPENSATION COMMITTEE TO PROVIDE INFORMATION ON THEIR DECISIONS ABOUT COMPENSATION AND 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 990,817. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 212,441. REPAYMENT OF RESTRICTED CONTRIBUTIONS -778,105. FAST FORWARD LLC 733 THIRD AVENUE NEW YORK NY 100173822 261933619 RESEARCH DE 6516 1297597 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.