2017-04-14T19:30:52-05:00 2016-10-01 461497033 EKS&H LLLP 7979 E TUFTS AVENUE SUITE 400 DENVER CO 802372521 990EZ 2016-10-01 951727656 NATIONAL MULTIPLE SCLEROSIS SOCIETY SOUTHERN CALIFORNIA & NEVADA CHAPTER NATI 3104794456 5150 GOLDLEAF CIRCLE NO 400 LOS ANGELES CA 90056 JULIE KAUFER PRESIDENT 3104794456 2017-04-12 1 DORI J EGGETT P00645252 3037409400 208.42.238.132 2017-04-14 19:30:07 MD P 3219C133BAC39E5E3E55A8AEB9925CDB4F54441C 6C9A4D55F0535A1B84EC5BE30753E78B71251E1A 2016 2021-01-29 14:40:06Z X 1048 X X WWW.NATIONALMSSOCIETY.ORG/CAL X X 0 X 0 0 0 0 0 3083849 -3083849 0 X 156426 0 3639967 0 3796393 0 712544 0 3083849 0 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. 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. 0 0 0 X KIM PHILLIPS CHAIR 1.00 0 0 0 DON FRACCHIA TREASURER 1.00 0 0 0 DAVE PERREN AUDIT CHAIR 1.00 0 0 0 SUE SCHROEDER SECRETARY 1.00 0 0 0 LARRY WINTER GOVERNANCE CHAIR 1.00 0 0 0 JOHN V BOCK JR TRUSTEE 1.00 0 0 0 BARRY ENGELMAN TRUSTEE 1.00 0 0 0 DAVID M GOLDSTEIN TRUSTEE 1.00 0 0 0 BRUCE HECKER TRUSTEE 1.00 0 0 0 LISA KARPE TRUSTEE 1.00 0 0 0 RAY KARPE TRUSTEE 1.00 0 0 0 PAM KEHALY TRUSTEE 1.00 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 CA ALTHEA SAMUELS 733 THIRD AVENUE NEW YORK NY 10017 2124637787 0 0 0 0 0 0 0 0 0 0 NONE 0 NONE 0 1 X 8497926 9328408 8965784 7650494 0 34442612 8497926 9328408 8965784 7650494 34442612 4525606 29917006 32313 22641 27317 13286 0 95557 376386 376386 300 300 34914855 50950 0.85690 0.89740 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2013 AMOUNT: $ 300. 2016 AMOUNT: $ 0. PART II, COLUMN E THE ORGANIZATION TRANSITIONED TO A SINGLE SOCIETY ENTITY, WHICH WILL PERFORM ONE AUDIT AND FILE A SINGLE IRS FORM 990 UNDER ONE FEDERAL EMPLOYER'S IDENTIFICATION NUMBER (EIN) EFFECTIVE OCTOBER 1, 2016. CASH 2016-10-01 156426 CASH 135661935 NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVE 3RD FLOOR NEW YORK NY 10017 601(C)3 CONTRIBUTIONS RECEIVABLE 2016-10-01 2884659 BOOK VALUE 135661935 NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVE 3RD FLOOR NEW YORK NY 10017 601(C)3 PREPAID EXPENSES 2016-10-01 140652 BOOK VALUE 135661935 NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVE 3RD FLOOR NEW YORK NY 10017 601(C)3 EQUIPMENT 2016-10-01 12984 BOOK VALUE 135661935 NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVE 3RD FLOOR NEW YORK NY 10017 601(C)3 INTEREST IN POOLED FUNDS 2016-10-01 540010 BOOK VALUE 135661935 NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVE 3RD FLOOR NEW YORK NY 10017 601(C)3 DUE FROM OTHER CHAPTERS 2016-10-01 61662 BOOK VALUE 135661935 NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVE 3RD FLOOR NEW YORK NY 10017 601(C)3 0 1 0 0 0 1 1 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: JULIE KAUFER PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: JULIE KAUFER, THE CHAPTER'S PRESIDENT, IS EMPLOYED BY THE TRANSFEREE ORGANIZATION. SCHEDULE N, PART I THE ORGANIZATION TRANSITIONED TO A SINGLE SOCIETY ENTITY, WHICH WILL PERFORM ONE AUDIT AND FILE A SINGLE IRS FORM 990 UNDER ONE FEDERAL EMPLOYER'S IDENTIFICATION NUMBER (EIN) EFFECTIVE OCTOBER 1, 2016. THE TRANSITION BETTER ALIGNS SOCIETY RESOURCES SO THAT THE ORGANIZATION CAN MAXIMIZE ITS IMPACT. FOR ACCOUNTING PURPOSES, THE TRANSITION IS TREATED AS AN ACQUISITION OF 100% OF THE ASSETS AND LIABILITIES OF THE SOUTHERN CALIFORNIA AND NEVADA CHAPTER BY THE SOCIETY. NO CONSIDERATION WAS GIVEN IN EXCHANGE FOR THE INTERESTS.THE ASSETS AND LIABILITIES OF THE GATEWAY AREA CHAPTER WERE RECORDED AT FAIR VALUES AS OF OCTOBER 1, 2016, WHICH WERE ESTIMATED TO APPROXIMATE BOOK VALUE AS RECORDED ON THE SOUTHERN CALIFORNIA AND NEVADA AREA CHAPTER'S BOOKS. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: LIQUIDATING TRANSFER TO CONSOLIDATED ORGANIZATION. AMOUNT: -3,083,849. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: PLEDGES RECEIVABLE. BEG. OF YEAR AMOUNT: 2,884,659. END OF YEAR AMOUNT: 0. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 140,652. END OF YEAR AMOUNT: 0. DESCRIPTION: INTEREST IN POOLED ASSETS. BEG. OF YEAR AMOUNT: 540,010. END OF YEAR AMOUNT: 0. DESCRIPTION: DUE FROM OTHER CHAPTERS. BEG. OF YEAR AMOUNT: 61,662. END OF YEAR AMOUNT: 0. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 12,984. END OF YEAR AMOUNT: 0. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 434,689. END OF YEAR AMOUNT: 0. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 135,668. END OF YEAR AMOUNT: 0. DESCRIPTION: DUE TO HOME OFFICE. BEG. OF YEAR AMOUNT: 11,507. END OF YEAR AMOUNT: 0. DESCRIPTION: DEFERRED RENT. BEG. OF YEAR AMOUNT: 130,680. END OF YEAR AMOUNT: 0.