2018-07-06T14:17:23-05:00 2017-09-30 GRANT THORNTON LLP 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990 2016-10-01 135661935 NATIONAL MULTIPLE SCLEROSIS SOCIETY % TAMI CAESAR CFO NATI 2129863240 733 THIRD AVENUE NEW YORK NY 100174057 TAMI CAESAR CFO 2129863240 2018-07-05 true Qi Wen Liang P01270238 2125990100 2016 2022-09-23 18:48:47Z CYNTHIA ZAGIEBOYLO 733 THIRD AVENUE NEW YORK NY 100174057 234882122 false 1048 X WWW.NATIONALMSSOCIETY.ORG X 1946 NY PEOPLE AFFECTED BY MS CAN LIVE THEIR BEST LIVES AS WE STOP MS IN ITS TRACKS, RESTORE WHAT HAS BEEN LOST AND END MS FOREVER. 35 34 1086 50000 2213290 106277577 175698717 646108 77872 -481577 2271702 1993708 3199580 108435816 181247871 46986745 44109446 0 0 35773829 83608658 3042702 3472372 38001609 31714496 54334569 117517772 185525045 -9081956 -4277174 110314180 155990278 86285441 73547574 24028739 82442704 X PEOPLE AFFECTED BY MS CAN LIVE THEIR BEST LIVES AS WE STOP MS IN ITS TRACKS, RESTORE WHAT HAS BEEN LOST AND END MS FOREVER. Effective 10/1/16, the Society consolidated the 36 chapters and the national headquarters into a single entity under one EIN. See Sch. O. false false 47713049 3314555 0 CLIENT AND COMMUNITY SERVICES - PEOPLE AFFECTED BY MS CONNECT TO EACH OTHER AND AN EXTENSIVE VARIETY OF PROGRAMS, SERVICES AND RESOURCES. MANY PROGRAMS FACILITATE EDUCATION, RECREATION, PHYSICAL AND EMOTIONAL WELLNESS, AND CONNECTION WITH OTHERS, ONLINE AND IN PERSON. OTHER PROGRAMS SUPPORT INDEPENDENCE, SAFETY, HEALTH AND QUALITY OF LIFE. THE MS NAVIGATOR PROGRAM PROVIDED MORE THAN 155,000 PEOPLE INFORMATION, EMOTIONAL SUPPORT, AND CONNECTIONS TO RESOURCES. IN ADDITION, MORE THAN 34,000 PEOPLE ATTENDED GROUP PROGRAMS. COMMUNITY PROGRAMS - CONTINUED ON SCH O. 43783411 39064441 0 RESEARCH - IN 2017, THE NATIONAL MULTIPLE SCLEROSIS SOCIETY INVESTED NEARLY $44 MILLION TO SUPPORT MORE THAN 350 RESEARCH PROJECTS AROUND THE WORLD AIMED AT STOPPING MS IN ITS TRACKS, RESTORING FUNCTION, AND ENDING THE DISEASE FOREVER. THE SOCIETY STIMULATES STUDIES WORLDWIDE, LEVERAGES OPPORTUNITIES, FOSTERS COLLABORATION, AND SHAPES THE RESEARCH LANDSCAPE TO ADDRESS THE URGENT NEEDS OF PEOPLE WITH MS. RESEARCH BREAKTHROUGHS FUEL THE TREATMENTS AND SOLUTIONS PEOPLE WITH MS NEED TO OVERCOME THE CHALLENGES OF MS TODAY WITH CONFIDENCE AND HOPE FOR A WORLD FREE OF MS TOMORROW. 33363071 29772 0 PUBLIC EDUCATION - THERE ARE MANY WAYS THE SOCIETY EDUCATES THE PUBLIC ABOUT MULTIPLE SCLEROSIS INCLUDING THE SOCIETY'S ANNUAL MS AWARENESS CAMPAIGN, PUBLIC SERVICE ANNOUNCEMENTS, NEWSLETTERS, EMAIL, WEBSITE, ONLINE COMMUNITY, SOCIAL MEDIA AND PUBLIC RELATIONS ACTIVITIES ACROSS ALL MEDIA CHANNELS. MS CONNECTION NEWSLETTERS (LOCAL ANNOUNCEMENTS AND INFORMATION ON UPCOMING PROGRAMS AND SERVICES) AND MOMENTUM (THE SOCIETY'S MAGAZINE DISTRIBUTED TO PEOPLE WITH MS, HEALTH CARE PROVIDERS, SUPPORTERS OF THE SOCIETY) REACH 450,000 EACH QUARTER. PUBLIC EDUCATION - CONTINUED ON SCH O. 5905502 1700678 77872 PROFESSIONAL EDUCATION AND TRAINING 5905502 1700678 77872 130765033 true false false true false false false false true true true false false false true true false true false false true true false true true false false true true true false false false false false false false false true false false false true false false false false true 416 0 true 1086 true true true false false false false true true false false false false X 35 34 false false false false true true true true true false true true true true true true true true true true false AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X X X TAMI CAESAR CFO 2124760424 733 THIRD AVENUE NEW YORK NY 100173288 CYNTHIA ZAGIEBOYLO PRESIDENT & CEO 40.0 0.0 X X 527970 0 10600 PETER A GALLIGAN CHAIRMAN 5.0 0.0 X X 0 0 0 LINDA MCALEER SECRETARY 5.0 0.0 X X 0 0 0 RICHARD KNUTSON TREASURER 5.0 0.0 X X 0 0 0 MINDY B ALPERT DIRECTOR 5.0 0.0 X 0 0 0 Rick Anderson DIRECTOR 5.0 0.0 X 0 0 0 Valli Baldassano DIRECTOR 5.0 0.0 X 0 0 0 Gregory R Bishop DIRECTOR 5.0 0.0 X 0 0 0 Michael Bogdonoff Esq DIRECTOR 5.0 0.0 X 0 0 0 Ron Boire DIRECTOR 5.0 0.0 X 0 0 0 Doug Coy DIRECTOR 5.0 0.0 X 0 0 0 Dana M Foote DIRECTOR 5.0 0.0 X 0 0 0 Shyam Gidumal DIRECTOR 5.0 0.0 X 0 0 0 Peter Harbilas DIRECTOR 5.0 0.0 X 0 0 0 Lily Jung Henson MD MMM FAAN Director (Thru 11/2016) 5.0 0.0 X 0 0 0 Bonnie Higgins DIRECTOR 5.0 0.0 X 0 0 0 William Holley DIRECTOR 5.0 0.0 X 0 0 0 Mary Hughes MD DIRECTOR 5.0 0.0 X 0 0 0 Craig T Lynch DIRECTOR 5.0 0.0 X 0 0 0 Daniel Messina Director (Thru 11/2016) 5.0 0.0 X 0 0 0 Aaron E Miller MD DIRECTOR 5.0 0.0 X 0 0 0 William T Monahan DIRECTOR 5.0 0.0 X 0 0 0 Russell Parker DIRECTOR 5.0 0.0 X 0 0 0 Cynthia Harris Perazzo DIRECTOR 5.0 0.0 X 0 0 0 Mike Pongon DIRECTOR 5.0 0.0 X 0 0 0 PETER PORRINO DIRECTOR 5.0 0.0 X 0 0 0 Tobi Rogowsky DIRECTOR 5.0 0.0 X 0 0 0 David M Rottkamp DIRECTOR 5.0 0.0 X 0 0 0 Eli Rubenstein Director (Thru 11/2016) 5.0 0.0 X 0 0 0 LARRY SCHMID DIRECTOR 5.0 0.0 X 0 0 0 David B Schulman DIRECTOR 5.0 0.0 X 0 0 0 Richard B Slifka Director 5.0 0.0 X 0 0 0 Robert L Sowinski DIRECTOR 5.0 0.0 X 0 0 0 Peter G Tarricone Director 5.0 0.0 X 0 0 0 Laura Vaccaro DIRECTOR 5.0 0.0 X 0 0 0 Malcolm P Wattman Esq DIRECTOR 5.0 0.0 X 0 0 0 Jeffrey Wessel DIRECTOR 5.0 0.0 X 0 0 0 Caroline Whitacre DIRECTOR 5.0 0.0 X 0 0 0 PAUL WEISS CHIEF OPERATING OFFICER 40.0 0.0 X 325586 0 47613 Tami Caesar Chief Financial Officer 40.0 0.0 X 233036 0 46606 Eric Hilty Chief Legal Officer 40.0 0.0 X 220706 0 45050 TIM COETZEE CHIEF RESEARCH OFFICER 40.0 0.0 X 320656 0 45864 GRAHAM MCREYNOLDS CHIEF M & D OFFICER 40.0 0.0 X 311049 0 34289 JOHN SCOTT CHIEF FIELD OFFICER 40.0 0.0 X 315806 0 22479 MAUREEN REEDER REGIONAL EVP 40.0 0.0 X 269252 0 11921 Jennifer Lee Regional EVP 40.0 0.0 X 233310 0 29453 Phyllis Robsham Regional EVP 40.0 0.0 X 238273 0 23326 Kay Julian EVP, Services 40.0 0.0 X 221276 0 23138 Lisa Goldfarb EVP, Human Resources 40.0 0.0 X 231301 0 9257 3448221 0 349596 66 false true false Merkle Inc 8400 CORPORATE DRIVE LANHAM MD 207852238 DIRECT MARKETING 8609031 Blackbaud PO BOX 930256 ATLANTA GA 31193 FUNDRAISING SOFTWARE 2505736 Event 360 INC 205 N MICHIGAN AVENUE SUITE 2640 CHICAGO IL 60601 EVENT PRODUCTION 1905311 EPSILON DATA MANAGEMENT 601 EDGEWATER DRIVE WAKEFIELD MA 01880 DATA ADMIN/SUPPORT 1119025 THE DOYLE GROUP LLC PO BOX 204653 DALLAS TX 75320 IT CONSULTING 736554 25 114493487 74727 61130503 2586934 175698717 PROGRAM REGISTRATION FEES 900099 77872 77872 77872 1402900 1402900 0 0 784040 784040 0 784040 784040 31750822 30882020 868802 868802 868802 22752231 114493487 22752231 0 0 0 0 0 0 0 0 ADVERTISING INCOME 900099 2213290 2213290 LEGAL SETTLEMENT 900099 181347 181347 MISCELLANEOUS 900099 20903 20903 2415540 181247871 77872 2213290 3257992 38032489 38032489 3234894 3234894 2842063 2842063 0 2510223 1735932 312061 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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 SYSTEMATIC 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. false true X 2464959 5496277 1286554 104316 9143474 2402557 62402 2464959 2584378 -181821 2402557 1685483 1170982 272087 2584378 3064173 384479 82835 1846004 1685483 0.00000 0.71720 0.28280 false false 0 0 5536332 4179351 1356981 10677314 10653704 23610 8770941 3295547 5475394 6855985 0 LONG-TERM DEFFERRED RENT 2784612 DUE TO ANNUITANTS 1619848 OTHER LIABILITIES 1098750 5503210 X 208114589 5206138 15392483 6516615 27115236 180999353 248518 248518 181247871 200783011 15506484 15506484 185276527 248518 248518 185525045 ESCROW LIABILITY ARRANGEMENT EXPLANATION SCHEDULE D, PART IV, LINE 2B THE SOCIETY IS A MANAGING MEMBER, 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, OF THE PROGRESSIVE MS ALLIANCE (THE "ALLIANCE"). 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 BY REMOVING SCIENTIFIC AND TECHNOLOGICAL BARRIERS. THE ALLIANCE HAS FOUR STRATEGIC OBJECTIVES WHICH INCLUDE: RAISE PROFILE AND ACCELERATE PROGRESS, SECURE RESOURCES AND GLOBALIZE RESEARCH FUNDING, INSPIRE, GALVANIZE AND ENGAGE AMONG PRIORITY STAKEHOLDERS AND DELIVER OPERATIONAL EXCELLENCE BY ALIGNING RESOURCES. AS A MANAGING MEMBER, THE SOCIETY COMMITTED TO PROVIDING FUNDS OF APPROXIMATELY $25,377,000 OVER THE FOLLOWING EIGHT YEARS CONDITIONAL ON VARIOUS FACTORS, WITH $5,362,877 PAID TO THE ALLIANCE OVER EIGHT YEARS AS WELL AS PROFESSIONAL AND SCIENTIFIC STAFF TO SUPPORT THE ALLIANCE. 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 ARE APPROVED BY VOTING ALLIANCE MEMBERS. THE SOCIETY RECEIVED A TOTAL OF $5,923,941 ENDING SEPTEMBER 30, 2017 FROM ALLIANCE MEMBERS, WHICH WILL BE HELD UNTIL SUCH TIME THE FUNDS ARE APPROVED AND FOR EXPENDITURE. AS OF SEPTEMBER 30, 2017, THE SOCIETY RECORDED UNSPENT DONATED FUNDS, CONSISTING OF BOTH SOCIETY AND OTHER ALLIANCE MEMBERS' MONIES, TOTALING $7,684,478 AS A LIABILITY. INTENDED USES OF ENDOWMENT FUND SCHEDULE D, PART V 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. FIN 48 FOOTNOTE SCHEDULE D, PART X, LINE 2 GUIDANCE IN "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" UNDER THE FINANCIAL ACCOUNTING STANDARDS BOARD (THE "FASB") ACCOUNTING STANDARDS CODIFICATION, CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATED 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. INCOME AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PART XI, LINE 2D Change in fair value of beneficial interest in trust $ 26,248 Change in value of split-interest agreements $181,041 Adjustment of research grant liability $6,309,326 ---------- Total $6,516,615 Donated services and use of facilities Part XII, Line 2a Due to timing differences, donated advertising expense includes $114,001 of current year expense related to donated advertising revenue that was pledged in prior year. true Europe (Including Iceland and Greenland) 10 Grantmaking 1731837 North America 7 Grantmaking 820227 East Asia and the Pacific 2 Grantmaking 290000 East Asia and the Pacific Investments 1000 19 19 2843064 2843064 North America Fast Forward 255050 Wire Europe (Including Iceland and Greenland) Fast Forward 25908 Wire Europe (Including Iceland and Greenland) Fast Forward 247130 Wire Europe (Including Iceland and Greenland) Fast Forward 75000 Wire East Asia and the Pacific Research 76000 Wire East Asia and the Pacific Research 214000 Wire North America Research 70400 Wire North America Research 40000 Wire North America Research 118104 Wire North America Research 110589 Wire North America Research 137050 Wire North America Research 89034 Wire Europe (Including Iceland and Greenland) Research 197436 Wire Europe (Including Iceland and Greenland) Research 402380 Wire Europe (Including Iceland and Greenland) Research 83323 Wire Europe (Including Iceland and Greenland) Research 229371 Wire Europe (Including Iceland and Greenland) Research 157039 Wire Europe (Including Iceland and Greenland) Research 58333 Wire Europe (Including Iceland and Greenland) Research 255917 Wire 19 false false true false false false PART I, LINE 2 - PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS THE NATIONAL MULTIPLE SCLEROSIS SOCIETY HAS AN INDEPENDENT RESEARCH ADVISORY COMMITTEE THAT EVALUATES ALL GRANT APPLICATIONS AND RECOMMENDS 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 MULTIPLE SCLEROSIS. ONCE A GRANT HAS BEEN APPROVED, GRANTEES ARE REQUIRED TO SUBMIT PROGRESS REPORTS BEFORE ADDITIONAL FUNDING IS AUTHORIZED. X X X X X X X true Merkle PO Box 64897 Baltimore MD 21264 Donor Data false 8919712 3307557 5612155 Infocision 325 Springside Drive Akron OH 44333 Telemarket false 170456 164815 5641 9090168 3472372 5617796 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY BIKE MS (86) 68658241 56399622 12258619 1273233 1904711 2308999 205790 6565886 WALK MS (536) 43856466 39266360 4590106 585655 1398546 308720 138663 2158522 90 24731011 18827505 5903506 1177373 532329 1805371 88284 2300149 137245718 114493487 22752231 3036261 3835586 4423090 432737 11024557 22752231 SCHEDULE G, PART I, LINE 2B THE SOCIETY USED MERKLE AND INFOCISION FOR THE MAJORITY OF ITS DIRECT MAIL CAMPAIGNS IN FY2017. THESE CAMPAIGNS COLLECTIVELY RAISED $9,090,168 IN REVENUE FOR FY2017. The relationship with InfoCision ended on 8/31/2017. Schedule G, Part II 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. Each year, 7,500 teams and nearly 100,000 cyclists choose Bike MS. There were 86 bike events during FY2017. Walk MS Each year, 300,000 people participate in Walk MS events. Each walk is fully-accessible, includes multiple distance options, and features support for walkers by our outstanding volunteers. Walk MS is also the perfect place to connect to the services and support offered by the National MS Society. There were 536 walk events during FY2017. true Mount Sinai School of Medicine One Gustave L Levy Place New York NY 10029 136171197 501(C)(3) 115476 Clinical University of Chicago Medical Center 5841 S Maryland Ave Chicago IL 60637 363488183 501(C)(3) 165625 Clinical University of TX Southwestern Medical Ctr 5323 Harry Hines Blvd Dallas TX 75390 756002868 501(C)(3) 116875 Clinical Cleveland Clinic Foundation 9500 Euclid Avenue Cleveland OH 44195 912153073 501(C)(3) 116875 Clinical Progressive MS Alliance 733 Third Avenue New York NY 10017 135661935 501(C)(3) 577243 program support Trustees of Dartmouth College 6010 Parkhurst Hall Suite 204 Hanover NH 03755 020222111 501(C)(3) 326526 Research University of Vermont 85 South Prospect Stree Burlington VT 05405 030179440 501(C)(3) 261070 Research Massachusetts General Hospital 55 Fruit St Boston MA 02114 041564655 501(C)(3) 537041 Research Harvard Medical School 25 Shattuck St Boston MA 02115 042103580 501(C)(3) 183626 Research Brigham & Women's Hospital PO Box 3149 Research Management Boston MA 02241 042312909 501(C)(3) 2603837 Research Boston Children's Hospital 300 Longwood Ave Boston MA 02115 042774441 501(C)(3) 266126 Research MGH Institute of Health Professions 36 1st Ave Charlestown MA 02129 042868893 501(C)(3) 19688 Research Accelerated Cure Project 460 Totten Pond Road Waltham MA 02451 043555864 501(C)(3) 62500 Research Yale University 333 Cedar St New Haven CT 06510 060646973 501(C)(3) 797214 Research State University of NY at Stony Brook 100 Nicolls Rd New Haven NY 11794 116077945 501(C)(3) 439814 Research Weill Cornell Medical College 1300 York Avenue Stony Brook NY 10065 131623978 501(C)(3) 358931 Research Research Foundation of CUNY-ASRC 230 West 41st Street 7th Flr New York NY 10036 131988190 501(C)(3) 58956 Research NYU School of Medicine 545 First Avenue New York NY 10016 135562308 501(C)(3) 823994 Research Columbia University 16th St Broadway New York NY 10027 135598093 501(C)(3) 201202 Research Icahn School of Medicine at Mount Sinai One Gustave L Levy Place New York NY 10029 136171197 501(C)(3) 818328 Research University of Rochester Medical Center 601 Elmwood Ave New York NY 14642 160743209 501(C)(3) 419674 Research The State University of New York at Buffalo 12 Capen Hall Rochester NY 14260 161514621 501(c)(3) 897958 Research Rutgers The State University of New Jersey 57 US Highway 1 Buffalo NJ 08901 226001086 501(C)(3) 219057 Research Children's Hospital of Philadelphia 3401 Civic Center Blvd New Brunswick PA 19104 231352166 501(C)(3) 308755 Research Drexel University 3141 Chestnut St Philadelphia PA 19104 231352630 501(C)(3) 95937 Research Thomas Jefferson University 125 S 9th Street Philadelphia PA 19107 231352651 501(C)(3) 448592 Research University of Pennsylvania 3451 Walnut Street Philadelphia PA 19104 231352685 501(C)(3) 221455 Research Temple University 1801 N Broad Street Philadelphia PA 19122 231365971 501(C)(3) 177400 Research The J David Gladstone Institutes 1650 Owens Street Philadelphia CA 94158 237203666 501(C)(3) 58956 Research Children's Hospital Medical Ctr-Cincinnati 3333 BURNET AVE ML 490 San Francisco OH 45229 310833936 501(C)(3) 358916 Research Kessler Foundation Research Center 300 Executive Drive Suite 70 Cincinnati NJ 07936 311562134 501(C)(3) 973385 Research Ohio State University 1960 Kenny Road West Orange OH 43210 316025986 501(C)(3) 457435 Research Cleveland Clinic Foundation 9500 Euclid Avenue Columbus OH 44195 340714585 501(C)(3) 542197 Research Case Western Reserve University 10900 Euclid Avenue Cleveland OH 44106 341018992 501(C)(3) 310548 Research Northwestern University 633 Clark Street Cleveland IL 60208 362167817 501(C)(3) 141177 Research University Medical Center 1700 West Van Buren Street Evanston IL 60612 362174823 501(C)(3) 56776 Research University of Chicago 5801 S Ellis Ave Chicago IL 60615 362177139 501(C)(3) 293097 Research CARES 5000 S 5th Avenue Bldg 1 Rm C303 Chicago IL 60141 363334177 501(C)(3) 43993 Research University of Illinois at Urbana-Champaign 1200 West Harrison St Hines IL 61801 376000511 501(C)(3) 704605 Research Regents of the University of Michigan 5082 Wolverine Tower 333 South Sta Champaign MI 48109 386006309 501(C)(3) 256404 Research Wayne State University 42 W Warren Ave Ann Arbor MI 48202 386028429 501(C)(3) 245946 Research BloodCenter of Wisconsin 638 N 18th Street Detroit WI 53233 390807235 501(C)(3) 235220 Research University of Wisconsin-Madison 1308 W Dayton St Milwaukee WI 53706 396006492 501(C)(3) 319079 Research Mayo Clinic Rochester 200 First Street NW Madison MN 55905 416011702 501(C)(3) 410769 Research University of Iowa 5 W Jefferson St Rochester IA 52242 426004813 501(C)(3) 436585 Research Washington University School of Medicine 660 S Euclid Ave Iowa City MO 63110 430653611 501(C)(3) 1051963 Research Albert Einstein College of Medicine 1300 Morris Park Avenue Saint Louis NY 10461 472209056 501(C)(3) 113723 Research University of Ks Medical Ctr-Kansas City 3901 RAINBOW BLVD Bronx KS 66160 481108830 501(C)(3) 132000 Research Johns Hopkins University 600 North Wolfe Street Kansas City MD 21287 520595110 501(C)(3) 1870679 Research National Institute of Neurological Disorders 9000 Rockville Pike Baltimore MD 20792 520858115 501(C)(3) 65344 Research Henry M Jackson Foundation 6720-A Rockledge Dr Bethesda MD 20817 521317896 501(C)(3) 396276 Research Institute for Clinical Research Inc 50 Irving Street NW RM 1F-134 Bethesda DC 20422 521336656 501(C)(3) 283885 Research The Children's National Medical Center 111 Michigan Avenue NW Washington DC 20010 521640403 501(C)(3) 180148 Research National Institutes of Health 9000 Rockville Pike Washington MD 20814 521986675 501(C)(3) 49415 Research University of Maryland Baltimore 4100 Chesapeake Building Bethesda MD 20742 526002033 501(C)(3) 510311 Research Virginia Commonwealth University 800 East Leigh Street College Park VA 23298 546001758 501(C)(3) 418818 Research University of Virginia 400 Emmet Street South Richmond VA 23903 546001796 501(C)(3) 449292 Research RTI International Research Triangle Institute Charlottesville NC 27675 560686338 501(C)(3) 49931 Research Duke University Medical Center 8 Duke University Medical Center Gr Raleigh NC 27703 562070036 501(C)(3) 187659 Research University of North Carolina at Chapel Hill 153A Country Club Road Durham NC 27514 566001393 501(C)(3) 461484 Research University of Miami 1320 S Dixie Hwy Chapel Hill FL 33146 590624458 501(C)(3) 199024 Research University of Florida 201 Criser Hall Coral Gables FL 32611 599002052 501(C)(3) 94941 Research Oregon State University 1500 SW Jefferson St Gainesville OR 97331 611730890 501(C)(3) 200626 Research University of Kentucky 109 Kinkead Hall Corvallis KY 40526 616033693 501(C)(3) 43080 Research Vanderbilt University 1211 Medical Center Dr Lexington TN 37232 620476822 501(C)(3) 111017 Research St Judes Childrens Hospital 262 Danny Thomas Pl Nashville TN 38105 620646012 501(C)(3) 330000 Research University of Alabama at Birmingham 1720 2nd Ave S Memphis AL 35294 636005396 501(C)(3) 761873 Research Oklahoma Medial Research Foundation 825 NE 13th S Birgmingham OK 73104 730580274 501(C)(3) 211200 Research Baylor College of Medicine One Baylor Plaza Rm 600D Oklahoma City TX 77030 741613878 501(C)(3) 410909 Research The University of Texas at San Antonio One UTSA Circle Houston TX 78249 741717115 501(C)(3) 220076 Research University of Texas Center at Houston 7000 Fannin St 120 San Antonio TX 77030 741761309 501(C)(3) 44000 Research The University of Texas at Dallas 800 W Campbell Rd Houston TX 75080 751305566 501(C)(3) 166706 Research University of Colorado Denver 1800 Grant Street Suite 500 Richardson CO 80203 846000555 501(C)(3) 934570 Research University of New Mexico 1 University of New Mexico Denver NM 87131 856000642 501(C)(3) 44000 Research St Joseph's Hospital and Medical Center 703 Main St Albuquerque AZ 85013 860174371 501(C)(3) 146300 Research University of Utah 201 South Presidents Circle Phoenix UT 84112 876000525 501(C)(3) 1443501 Research University of Nevada Reno Mailstop 0124 Salt Lake City NV 89557 886000024 501(C)(3) 43628 Research Benaroya Research Institute 1201 9th Avenue Reno WA 98101 910653422 501(C)(3) 206273 Research University of Washington 1410 NE Campus Parkway Seattle WA 98105 916001537 501(C)(3) 595450 Research Oregon Health & Science University 3181 SW Sam Jackson Park Rd Seattle OR 97239 931176109 501(C)(3) 1450126 Research Stanford University 450 Serra Mall Portland CA 94305 941156365 501(C)(3) 224591 Research University of California San Francisco 505 Parnassus Ave Stanford CA 94143 942829914 501(C)(3) 2767409 Research University of California Davis 1850 Research Park Drive San Francisco CA 95618 946036494 501(C)(3) 214587 Research University of California-Berkeley 2227 Piedmont Avenue Davis CA 94720 946090626 501(C)(3) 272417 Research University of Southern California University Garden Suite 205 Berkeley CA 90089 951642394 501(C)(3) 1038879 Research Cedars-Sinai Medical Center 8700 Beverly Blvd Los Angeles CA 90048 951644600 501(C)(3) 43990 Research University of California Riverside 900 University Ave Los Angeles CA 92521 956006142 501(C)(3) 44000 Research University of California Los Angeles 10889 Wilshire Blvd Riverside CA 90095 956006143 501(C)(3) 166317 Research University of California San Diego 9500 Gilman Dr Los Angeles CA 92093 956006144 501(C)(3) 189826 Research University of Massachusetts Medical School 55 N Lake Ave La Jolla MA 01655 043167352 Gov 121000 Clinical University of Cincinnati 2600 Clifton Ave Worcester OH 45220 316000989 GOV 65000 Clinical University of Connecticut 343 Mansfield Rd U-1074 Cincinnati CT 06269 060772160 GOV 206981 Research University of Wisconsin-Milwaukee 3203 N Downer Avenue Storrs Mansfield WI 53211 391805963 GOV 44000 Research Winona State University 1312 Harmon Place Milwaukee MN 55403 411687554 GOV 44000 Research University of Connecticut Health Center 263 Farmington Avenue Minneapolis CT 06030 521725543 GOV 225038 Research Texas A&M AgriLife Research 2147 TAMUS Farmington TX 77843 746000541 Gov 356767 Research Longevity Biotech Inc 3001 Market Street Suite 140 College Station PA 19104 272351016 N/A 90584 Fast Forward Annexon Biosciences Inc 280 Utah Avenue Suite 110 Philedelphia CA 94080 275414423 N/A 230825 Fast Forward TG Therapeutics Inc 2 Gansevoort Street 9th floor South San Francisco NY 10014 363898269 N/A 84817 Fast Forward Truven Health Analytics Inc 100 Phoenix Drive New York MI 48108 061467923 N/A 42440 Research Westat Inc 1650 Research Blvd Ann Arbor MD 20850 840529566 N/A 195931 Research 96 5 Financial Assistance 4166 3234894 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS SCHEDULE I, PART I, LINE 2 Research Grants THE NATIONAL MULTIPLE SCLEROSIS SOCIETY UTILIZED A VOLUNTEER COMMITTEE 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 QUARTERLY BASIS WHICH ARE REVIEWED BY QUALIFIED STAFF. UPON ACCEPTANCE OF THE PROGRESS REPORTS, PAYMENTS ARE DISTRIBUTED TO GRANTEES. Financial Assistance Grants MS NAVIGATORS WORK WITH EACH INDIVIDUAL TO DEVELOP AN ASSISTANCE REQUEST THAT WOULD LEAD TO A CUSTOMIZED AND SUSTAINABLE SOLUTION. OTHER POTENTIAL RESOURCES ARE EXPLORED AND A DETERMINATION IS MADE WHETHER THE ASSISTANCE REEQUEST MEETS THE CRITERIA ESTABLISHED IN THE SOCIETY'S FINANCIAL ASSISTANCE GUIDELINES. APPROVED REQUESTS RESULT IN PAYEMNTS MADE DIRECTLY TO THE VENDOR SPECIFIED IN THE REQUEST. X X X X X false false false false false false false false false CYNTHIA ZAGIEBOYLO PRESIDENT & CEO 524135 0 0 0 3835 0 10600 0 3325 0 541895 0 0 0 PAUL WEISS CHIEF OPERATING OFFICER 322116 0 0 0 3470 0 10600 0 39614 0 375800 0 0 0 TIM COETZEE CHIEF RESEARCH OFFICER 318520 0 0 0 2136 0 10600 0 37835 0 369091 0 0 0 GRAHAM MCREYNOLDS CHIEF M & D OFFICER 307612 0 0 0 3437 0 10600 0 26565 0 348214 0 0 0 JOHN SCOTT CHIEF FIELD OFFICER 312370 0 0 0 3436 0 10600 0 14411 0 340817 0 0 0 MAUREEN REEDER REGIONAL EVP 266248 0 0 0 3004 0 9790 0 4738 0 283780 0 0 0 Tami Caesar Chief Financial Officer 231808 0 0 0 1228 0 9593 0 39100 0 281729 0 0 0 Eric Hilty Chief Legal Officer 219161 0 0 0 1545 0 8037 0 39358 0 268101 0 0 0 Jennifer Lee Regional EVP 231718 0 0 0 1592 0 9345 0 22495 0 265150 0 0 0 Phyllis Robsham Regional EVP 235600 0 0 0 2673 0 9615 0 16140 0 264028 0 0 0 Kay Julian EVP, Services 218808 0 0 0 2468 0 8908 0 16550 0 246734 0 0 0 Lisa Goldfarb EVP, Human Resources 229724 0 0 0 1577 0 9257 0 2030 0 242588 0 0 0 X 195 2586934 FMV false true false SCHEDULE M, PART I, LINE 9 THE ORGANIZATION IS REPORTING THE NUMBER OF NONCASH CONTRIBUTIONS RECEIVED, NOT THE NUMBER OF ITEMS CONTRIBUTED. Realignment of Chapters Form 990, Part III, Line 1 Continued... The Society completed an organizational realignment effective October 1, 2016. Up until then the Society had a group 501(c)(3) exemption and each of the 36 chapters had subordinate status with a separate EIN. As a result, prior to this year, separate 990s were filed for each chapter. Some of the chapters also were set up as a separately incorporated entity in the state in which they were located. Those separately incorporated entities have all been dissolved, and the separate EINs are no longer being used. Effective October 1, 2016, all Society activities are now conducted as one entity under the Society's EIN. The unified entity has issued one set of audited statements and filed a single tax return. This transition better aligns the Societys resources so that the organization can maximize its impact so that each person affected by MS can live their best life while we relentlessly pursue a cure for everyone with MS. For accounting purposes, the transition was treated as an acquisition of 100% of the assets and liabilities of the 36 chapters by the Society. Total assets acquired from the 36 chapters were approximately $73.7 million and net assets acquired were approximately $51 million. No consideration was given in exchange for these interests. PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINE 4A CONTINUED... COMMUNITY PROGRAMS - THE SOCIETY COLLABORATES WITH DOZENS OF OTHER COMMUNITY ORGANIZATIONS, FOCUSING ON ACCESS TO HEALTH CARE, REHABILITATION, TREATMENTS AND THERAPIES; LONG-TERM CARE; DISABILITY RIGHTS ISSUES; VOCATIONAL TRAINING AND REHAB, WELLNESS AND FITNESS; AND OUTREACH AND EDUCATION TO RURAL AND UNDERSERVED POPULATIONS. FORM 990, PART III, LINE 4C CONTINUED... PUBLIC EDUCATION - IN ADDITION TO NATIONWIDE EMAIL NEWSLETTERS SHARED TWICE MONTHLY WITH 1.3 MILLION RECIPIENTS (ONE MESSAGE RELATED TO SERVICES, THE OTHER TO OVERALL NEWS), MANY PEOPLE ENGAGE IN CONVERSATIONS VIA THE SOCIETYS ONLINE COMMUNITY (50,000 MEMBERS), AND SOCIAL MEDIA (OVER ONE MILLION FOLLOWERS). MORE THAN 500,000 PEOPLE VISIT THE SOCIETYS WEBSITE EACH MONTH TO ACCESS INFORMATION AND SUPPORT. FORM 990, PART III, LINE 4D PROFESSIONAL EDUCATION AND TRAINING - THE SOCIETY KEEPS HEALTHCARE PROVIDERS ENGAGED IN PATIENT CARE BY KEEPING THEM ABREAST OF NEW DIAGNOSTIC TECHNIQUES, THERAPIES, ETC. INFORMATION AND EDUCATION IS PROVIDED TO THOUSANDS OF PROFESSIONALS THROUGH THE SOCIETY'S PARTNERS IN MS CARE NETWORK, NATIONAL WEBINARS, IN-SERVICES AND OUTREACH, AND EDUCATIONAL MATERIALS FOR PHYSICIANS. A FREE QUARTERLY NEWSLETTER IS EMAILED TO MORE THAN 14,000 HEALTH CARE PROFESSIONALS. CLASSES OF MEMBERS OR STOCKHOLDERS FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE NATIONAL MULTIPLE SCLEROSIS SOCIETY ARE COMPRISED OF THE MEMBERS OF THE 36 CHAPTERS WHO ARE NON-VOTING MEMBERS, AND THOSE CHAPTERS CHOOSE VOTING MEMBERS WHO COMPRISE THE DELEGATE ASSEMBLY. ELECTION OF MEMBERS AND THEIR RIGHTS FORM 990, PART VI, SECTION A, LINE 7A ALL MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY THE DELEGATE ASSEMBLY WHICH IS COMPRISED OF VOTING MEMBERS OF THE ORGANIZATION. EACH CHAPTER IS ALLOCATED A NUMBER OF VOTING MEMBERS BASED ON A FORMULA. VOTING MEMBERS ARE THE VOLUNTEER LEADERS OF THE CHAPTER AND THE NATIONAL BOARD OF DIRECTORS. DECISIONS SUBJECT TO APPROVAL OF MEMBERS FORM 990, PART VI, SECTION A, LINE 7B THE DELEGATE ASSEMBLY ELECTS THE GOVERNING BODY, APPROVES ANY BY-LAW CHANGES AND APPROVES THE SOCIETY'S STRATEGIC PLAN. ORGANIZATION'S PROCESS TO REVIEW FORM 990 FORM 990, PART VI, SECTION B, LINE 11B 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 CFO. A MEETING OF THE AUDIT COMMITTEE IS HELD TO APPROVE THE REVISED FORM 990, AND TO APPROVE DISTRIBUTION TO THE ENTIRE NATIONAL MULTIPLE SCLEROSIS 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. ENFORCEMENT OF CONFLICTS POLICY FORM 990, PART VI, SECTION B, LINE 12C 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 CHIEF LEGAL OFFICER 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. COMPENSATION PROCESS FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION COMMITTEE IS COMPRISED OF AT LEAST THREE (3) INDEPENDENT BOARD MEMBERS THAT DETERMINE THE COMPENSATION OF THE PRESIDENT AND CEO, OFFICERS AND OTHER KEY EMPLOYEES. 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 THEN RATIFIED BY THE FULL 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 THEN RATIFIED BY THE FULL BOARD DURING EXECUTIVE SESSION. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PART VI, SECTION C, LINE 19 THE NATIONAL MULTIPLE SCLEROSIS'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. DONATED SERVICES AND USE OF FACILITIES Part XI, Line 6 Due to timing differences, donated advertising expense includes $114,001 of current year expense related to donated advertising revenue that was pledged in prior year. OTHER CHANGES IN NET ASSETS EXPLANATION FORM 990, PART XI, LINE 9 Inherent contribution acquired through realignment $ 51,082,387 Adjustment of research grant liability $ 6,309,326 Change in fair value of beneficial interest in trust $ 26,248 Change in value of split-interest agreements $ 181,041 ------------ Total $ 57,599,002 FAST FORWARD LLC 733 THIRD AVENUE NEW YORK NY 100173822 261933619 RESEARCH DE 781998 1037090 NMSS SCHEDULE R, PART I, DISREGARDED ENTITIES FAST FORWARD LLC ("FAST FORWARD"), A CONSOLIDATED NOT-FOR-PROFIT AFFILIATE OF NATIONAL MULTIPLE SCLEROSIS SOCIETY, DERIVES ITS TAX EXEMPTION FROM NATIONAL MULTIPLE SCLEROSIS 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 multiple sclerosis.