2018-05-15T13:21:09-05:00 2017-06-30 861065772 DELOITTE TAX LLP 1601 WEWATTA STREET SUITE 400 DENVER CO 802023942 990 2016-07-01 840795455 ROCKY MOUNTAIN MULTIPLE SCLEROSIS CENTER ROCK 3037884030 8845 WAGNER STREET WESTMINSTER CO 80031 GINA BERG ceo 3037884030 2018-05-15 1 REBECCA LYONS P01487105 3032925400 167.219.48.10 2018-05-15 10:47:24 US P 4D9038DEF4666FAD50B57FC28A6731CAECEFB596 2F86791EADEBDF2B902D7DB064ACBDD09E6504EF 2016 2021-01-29 14:40:06Z GINA BERG 8845 WAGNER STREET WESTMINSTER CO 80031 2848403 0 X http://www.mscenter.org X 1978 CO IMPROVE THE LIVES OF PEOPLE WITH MS & THEIR FAMILIES THROUGH CARE, SUPPORT, EDUCATION, AND RESEARCH 11 11 36 299 46160 0 287959 1444840 542607 1060350 -17463 30425 -16575 -33786 796528 2501829 19872 318000 0 0 659986 1360835 0 0 277576 397545 853807 1077403 2532642 -280875 -30813 3536912 3510643 488770 392543 3048142 3118100 X TO IMPROVE THE QUALITY OF LIFE OF INDIVIDUALS AND THEIR FAMILIES LIVING WITH MS AND RELATED NEUROLOGICAL DISEASES THROUGH CARE, SUPPORT, EDUCATION AND RESEARCH. 0 0 1470550 955221 SPECIALTY CARE SERVICES: SEE SCHEDULE O FOR DESCRIPTION 292829 58969 RESEARCH: SEE SCHEDULE O FOR DESCRIPTION 274249 46160 EDUCATION: SEE SCHEDULE O FOR DESCRIPTION 2037628 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 36 1 1 1 0 0 0 0 1 1 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 CO X X ELIZABETH CARROLL 3037884030 8845 WAGNER STREET WESTMINSTER CO 80031 Del Arnold CHAIR OF THE BOARD 3.00 0.00 X X 0 0 0 Michael Persichitte VICE CHAIR OF THE BOARD 2.00 0.00 X X 0 0 0 Louise Richardson Secretary 2.00 0.00 X X 0 0 0 David Geonetta Treasurer 2.00 0.00 X X 0 0 0 BRAD CILLIAN Director 1.00 0.00 X 0 0 0 Kimberly Eilber Director 2.00 0.00 X 0 0 0 Diane Kathol director 1.00 0.00 X 0 0 0 Jennifer Nelson director 1.00 0.00 X 0 0 0 Robert Shanahan director 1.00 0.00 X 0 0 0 Erica Tarpey director 1.00 0.00 X 0 0 0 Casey Tynan director 1.00 0.00 X 0 0 0 Gina Berg CHIEF EXECUTIVE OFFICER 40.00 0.00 X 152801 0 0 152801 0 0 1 0 1 0 University Physicians Inc PO Box 110247 Aurora CO 800420247 Medical 153750 1 326777 1118063 8815 1444840 KADEP & OTHER PROGRAMS 621400 955221 955221 PUBLICATIONS 621400 46160 46160 TISSUE BANK 621400 31469 31469 REGISTRATION FEES 621400 27500 27500 1060350 16723 16723 216845 203143 13702 13702 13702 109645 326777 143431 -33786 -33786 2501829 1014190 46160 -3361 X 318000 318000 152801 121782 9840 21179 1015299 809193 65385 140721 22827 18193 1470 3164 84761 67555 5459 11747 85147 67862 5483 11802 5989 5989 377178 260982 85662 30534 108456 63783 13870 30803 71115 64732 3339 3044 127382 127382 24082 8448 5513 10121 11234 5932 5112 190 68490 61962 3294 3234 31384 28046 1515 1823 Repairs & Maintenance 10274 8915 1213 146 Staff Development 6076 2842 824 2410 Banking Fees 4765 222 1700 2843 Volunteer Recognition 3325 28 20 3277 4057 1769 1750 538 2532642 2037628 217438 277576 78555 0 193436 289869 84825 71525 201414 151325 35010 20431 2014692 444339 1615639 1570353 779351 828840 548682 578300 3536912 3510643 155145 120697 89000 53500 141018 114733 103607 103613 488770 392543 X 2270503 2248795 346489 411909 431150 457396 3048142 3118100 3536912 3510643 X -30813 94525 6246 X 0 1 X 1 0 X 2523912 981199 1172079 287959 1444840 6409989 2523912 981199 1172079 287959 1444840 6409989 3138529 3271460 14055 21232 22532 8451 24701 90971 6500960 5893590 0.50320 0.47100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 638531 500 85285 15209 5989 703118 624960 17007 3436 638531 645183 1458 4145 15047 10779 624960 609305 16506 45285 14209 11704 645183 538307 12500 85739 19089 8152 609305 0.28640 0.71360 1 0 595006 595006 1104263 444339 659924 91010 91010 224413 224413 1570353 Beneficial Interest - Community First Foundation Endowment 398114 Beneficial Interest Charitable Remainder Trust 180186 578300 LINE OF CREDIT 103613 103613 X 2596610 94525 11299 105824 2490786 11042 11042 2501828 2526562 -11042 -11042 2537604 5989 -10951 -4962 2532642 Part V, Line 4: THE MS CENTER IS ORGANIZED AS A COLORADO NONPROFIT CORPORATION AND HAS THE MS CENTER'S BOARD-DESIGNATED AND PERMANENTLY RESTRICTED NET ASSESTS HELD BY THE MS CENTER, AND PERMANENTLY RESTRICTED NET ASSET HELD BY COMMUNITY FIRST FOUNDATION, AN UNRELATED PUBLIC CHARITY, ARE INVESTED IN ENDOWMENT FUNDS ESTABLISHED TO PROVIDE DISCRETIONARY OPERATING INCOME TO THE MS CENTER ON AN AS-NEEDED BASIS. Part X, Line 2: The MS Center is organized as a Colorado nonprofit corporation and has been recognized by the Internal Revenue Service (IRS) as exempt from federal income taxes under Section 501(a) of the Internal Revenue Code as an organization described in Section 501(c)(3), qualifies for the charitable contribution deduction under Section 170(b)(1)(A)(vi), and has been determined not to be a private foundation under Section 509(a)(1). The MS Center is annually required to file a Return of Organization Exempt from Income Tax (Form 990) with the IRS. In addition, the MS Center is subject to income tax on net income that is derived from business activities that are unrelated to its exempt purposes and files an Exempt Organization Business Income Tax Return (Form 990-T) with the IRS to report its unrelated business taxable income. The MS Center had an insignificant amount of unrelated business income and has not accrued a provision for income tax expense at June 30, 2017. Part XI, Line 2d - Other Adjustments: Additional interest and dividends not on IS 7,979. Additional capital gains not on IS 3,320. Part XI, Line 4b - Other Adjustments: Other 11,042. Part XII, Line 4b - Other Adjustments: OTHER -10,951. Gala 321174 223594 97580 18868 33219 5000 71702 MS4MS 83519 80614 2905 0 0 0 11042 2 31729 22569 9160 3600 0 0 0 436422 326777 109645 22468 33219 5000 82744 143431 -33786 0 0 0 0 0 0 0 0 0 Gina Berg CHIEF EXECUTIVE OFFICER 127125 0 25676 0 0 0 0 0 0 0 152801 0 0 0 FORM 990, PART III, LINE 4A: SPECIALTY CARE SERVICES: KADEP: THE KING ADULT DAY ENRICHMENT PROGRAM (KADEP) SERVES YOUNGER ADULTS WHO HAVE MODERATE TO SEVERE DISABILITY CAUSED BY NEUROLOGICAL ILLNESSES OR TRAUMA. KADEP IS DESIGNED TO ENHANCE WELLNESS, MAINTAIN OR IMPROVE FUNCTIONAL STATUS, AND PROVIDE OPPORTUNITIES FOR SOCIALIZATION, PERSONAL DEVELOPMENT AND ENJOYMENT. MS SPECIALTY CARE: THROUGH ITS AFFILIATION WITH THE ROCKY MOUNTAIN MS CENTER AT UNIVERSITY OF COLORADO (RMMSC@CU), THE UNIVERSITY OF COLORADO AT DENVER AND THE UNIVERSITY OF COLORADO HOSPITAL HAVE JOINED TOGETHER TO FORM AN "MS CENTER OF EXCELLENCE", WHICH SERVES THE ROCKY MOUNTAIN REGION THROUGH PATIENT CARE, EDUCATION, SUPPORT AND CUTTING-EDGE RESEARCH. STATE-OF-THE-ART MEDICAL CARE IS PROVIDED BY MS FELLOWSHIP TRAINED NEUROLOGISTS, AND INCLUDES A PEDIATRIC PROGRAM THAT SPECIALIZES IN TREATING CHILDREN AND TEENS WITH MS. THE MS CENTER ALSO HAS AFFILIATED MS-SPECIALTY CLINICS AT THE DENVER VETERAN'S ADMINISTRATION HOSPITAL AND DENVER HEALTH MEDICAL CENTER. SPECIALTY-SUPPORT PROGRAMS: THE MS CENTER PROVIDES PROGRAMS THAT ARE DESIGNED TO HELP MS PATIENTS AND THEIR FAMILIES MANAGE SPECIFIC ISSUES RELATED TO MULTIPLE SCLEROSIS. THE MS DISABILITY ASSESSMENT PROGRAM HELPS INDIVIDUALS NAVIGATE THE CHALLENGING PROCESS OF APPLYING FOR SOCIAL SECURITY DISABILITY INSURANCE. THE MS CENTER ALSO OFFERS HYDROTHERAPY PROGRAMS, WHICH PROVIDE MAINTENANCE REHABILITATION TO INDIVIDUALS LIVING WITH MS AND OTHER NEUROLOGICAL CONDITIONS. THE MS CENTER PROVIDES COUNSELING AND SUPPORT SERVICES FOR PEOPLE WITH MS AND THEIR FAMILIES. THROUGH INDIVIDUAL AND FAMILY COUNSELING SESSIONS, AS WELL AS SEMINARS, THE CENTER OFFERS A RANGE OF RESOURCES TO ADDRESS INDIVIDUAL NEEDS. EVERY MONTH MS 101 CLASSES ARE OFFERED TO NEWLY DIAGNOSED PATIENTS AND THEIR FAMILIES. FORM 990, PART III, LINE 4B: RESEARCH: CLINICAL TRIALS: THE MS CENTER, THROUGH ITS PARTNERSHIP WITH RMMSC@CU, SUPPORTS A VARIETY OF RESEARCH PROJECTS DESIGNED TO IMPROVE THE LIVES OF INDIVIDUALS LIVING WITH MULTIPLE SCLEROSIS. FACULTY INITIATED CLINICAL RESEARCH FUELS THE SEARCH FOR SAFER AND MORE EFFECTIVE TREATMENTS AND COMBINATION THERAPIES TO TREAT MS. BRAIN AND TISSUE BANK: THE MS CENTER, THROUGH ITS PARTNERSHIP WITH RMMSC@CU, ADMINISTERS ONE OF THE WORLD'S LARGEST FRESH BRAIN TISSUE BANKS. THE TISSUE IS RETRIEVED, STORED AND PROVIDED TO MS RESEARCHERS FROM AROUND THE WORLD, AND IS ESSENTIAL TO THE GLOBAL EFFORT TO FIND THE CAUSE OF, AND CURE FOR, MS. RESEARCH: THE MS CENTER RAISES FUNDS FOR RESEARCH AT THE UNIVERSITY OF COLORADO. THIS RESEARCH APPLIES THE CLINICAL KNOWLEDGE GAINED OVER THE LAST 20 YEARS AND ACTIVELY MOVES US TOWARD IMPROVED THERAPIES AND A CURE. FORM 990, PART III, LINE 4C: EDUCATION: THE MS CENTER CONDUCTS A VARIETY OF PROGRAMS TO EDUCATE THOSE WITH MULTIPLE SCLEROSIS, THEIR FAMILIES, THE GENERAL PUBLIC, AND PROFESSIONALS PROVIDING SERVICES AND CARE FOR INDIVIDUALS WITH MS. THE MS CENTER CONDUCTS A VARIETY OF PUBLIC SEMINARS AND WEBINARS, PRODUCES EDUCATIONAL MATERIALS, AND MAINTAINS AN INFORMATIVE WEBSITE AT WWW.MSCENTER.ORG. THE MS CENTER PUBLISHES A QUARTERLY MAGAZINE, "INFORMS", WHICH IS AVAILABLE IN BOTH PRINT AND ELECTRONIC VERSIONS, AND DISTRIBUTES AN ELECTRONIC NEWSLETTER, "EMS NEWS", WHICH FEATURES RESEARCH INFORMATION, OPPORTUNITIES TO PARTICIPATE IN MS CLINICAL RESEARCH, AND INFORMATION ON UPCOMING EVENTS. Form 990, Part VI, Section A, line 8b THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS CAN ACT ON BEHALF OF THE BOARD, EXCEPT AS SPECIFICALLY EXCLUDED IN THE BYLAWS. Form 990, Part VI, Section B, line 11b THE FORM 990 IS REVIEWED BY THE CHIEF EXECUTIVE OFFICER, THE FINANCE COMMITTEE AND EXECUTIVE COMMITTEE. THE FILING IS THEN PRESENTED TO THE GOVERNING BODY FOR RATIFICATION/APPROVAL BEFORE FILING. Form 990, Part VI, Section B, line 12c DURING ORIENTATION, ALL BOARD MEMBERS REVIEW THE CONFLICT OF INTEREST POLICY. ALL ARE REQUIRED TO SIGN A DOCUMENT INDICATING THAT THEY HAVE READ AND UNDERSTAND THE POLICY, AND THAT THEY MUST DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS IN WRITING. THE DOCUMENT IS UPDATED ANNUALLY. DIRECTORS AND OFFICERS ARE REQUIRED TO PROTECT THE INTERESTS OF THE MS CENTER AND TO INFORM THE BOARD OF ANY MATTERS OR AFFILIATIONS THAT MAY CREATE ACTUAL OR APPARENT CONFLICTS. FURTHER, THEY ARE REQUIRED TO REFRAIN FROM USING THEIR POSITION OR INFORMATION THEY RECEIVE BY REASON OF SERVING THE MS CENTER FOR PRIVATE GAIN OR FOR THE BENEFIT OF A THIRD PARTY - EVEN IF THE THIRD PARTY IS ANOTHER NONPROFIT ORGANIZATION. DIRECTORS AND OFFICERS ARE REQUIRED TO COMPLETE A FORM TO IDENTIFY THEIR AFFILIATIONS, SO THAT THE BOARD IS INFORMED AND CAN DISCUSS AND HANDLE POTENTIAL CONFLICTS BEFORE THEY ARISE. DIRECTORS MUST ALSO REVIEW AND UNDERSTAND THE FIDUCIARY RESPONSIBILITY STATEMENT. ALONG WITH THE AFFILIATIONS FORM, THIS SHOULD HELP TO IDENTIFY POTENTIAL CONFLICTS THAT MIGHT OTHERWISE INCREASE PERSONAL LIABILITY FOR THE DIRECTORS AND OFFICERS, AND POSSIBLY OVERALL LIABILITY OF THE MS CENTER. IDENTIFYING CONFLICTS MAY ALSO HELP ENSURE COMPLIANCE WITH ANTITRUST LAWS. UPON DISCLOSURE OF A POSSIBLE CONFLICT OF INTEREST, A DETERMINATION SHALL BE MADE BY THE BOARD AS TO THE PARTICIPATION OF THE INDIVIDUAL IN THE MATTER AND, IN THE CASE OF A DIRECTOR, AS TO PARTICIPATION IN THE VOTING MATTER. A DIRECTOR MAY DISQUALIFY HIMSELF OR HERSELF FROM VOTING ON ANY ISSUE THAT MAY BE PERCEIVED AS AN APPARENT OR ACTUAL CONFLICT OF INTEREST. Form 990, Part VI, Section B, line 15a A PERFORMANCE REVIEW IS CONDUCTED ANNUALLY BY THE BOARD OF DIRECTORS REGARDING PERFORMANCE AND COMPENSATION OF THE CEO. INDEPENDENT DATA SOURCES RELATED TO NONPROFIT EMPLOYEE COMPENSATION ARE USED. TYPICALLY, THE CEO'S PERFORMANCE REVIEW IS REVIEWED BY THE EXECUTIVE COMMITTEE AND SHARED WITH THE FULL BOARD DURING THE EXECUTIVE SESSION. THE RESULTS OF THE PERFORMANCE REVIEW ARE WRITTEN BY THE CHAIR OF THE BOARD. A PERFORMANCE REVIEW OF THE CEO WAS LAST CONDUCTED IN MARCH OF 2017. Form 990, Part VI, Section C, line 19 THE ORGANIZATION'S FORM 990 AND GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE BY REQUEST TO ANY INTERESTED PARTY VIA THE ORGANIZATION'S WEBSITE. THE FORM 990 IS ALSO POSTED ON THE GIVING FIRST WEBSITE AND THE COLORADO SECRETARY OF STATE WEBSITE. Form 990, Part IX, line 11g MEDICAL DIRECTOR: Program service expenses 153,750. Management and general expenses 0. Fundraising expenses 0. Total expenses 153,750. DONATED PROF. SERVICES: Program service expenses 7,589. Management and general expenses 13,300. Fundraising expenses 6,526. Total expenses 27,415. OTHER: Program service expenses 99,643. Management and general expenses 72,362. Fundraising expenses 24,008. Total expenses 196,013. Form 990, Part XI, line 9: Other 6,246.