2017-03-28T14:34:17-05:00 2016-09-30 461497033 EKS&H LLLP 7979 E TUFTS AVENUE SUITE 400 DENVER CO 802372521 990 2015-10-01 362249887 NATIONAL MULTIPLE SCLEROSIS SOCIETY GREATER ILLINOIS CHAPTER NATI 3124214500 525 W MONROE STREET NO 900 CHICAGO IL 60661 SARAH RODRIGUEZ CHAPTER PRESIDENT CHAPTER PRESIDENT 3124214500 2017-03-28 1 DORI J EGGETT P00645252 3037409400 2015 2021-01-29 14:40:06Z SARAH RODRIGUEZ 525 W MONROE STREET NO 900 CHICAGO IL 60661 10555085 0 1048 X WWW.MSILLINOIS.ORG X 1953 IL OUR VISION IS A WORLD FREE OF MS. 30 29 36 1244 0 0 10071227 9912367 827 380 5353 50076 -834179 -263730 9243228 9699093 159081 154771 0 0 1864312 1678521 0 0 1539804 5791230 6794249 7814623 8627541 1428605 1071552 5243320 6507990 844623 966030 4398697 5541960 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. 0 0 3644903 RESEARCH: TO MOVE US CLOSER TO A WORLD FREE OF MS, IN 2016, THE NATIONAL MULTIPLE SCLEROSIS SOCIETY INVESTED $47.7 MILLION TO SUPPORT MORE THAN 380 RESEARCH PROJECTS AROUND THE WORLD AIMED AT STOPPING MS IN ITS TRACKS, RESTORING FUNCTION, AND ENDING THE DISEASE FOREVER. THE SOCIETY COLLABORATES WORLDWIDE TO DEVELOP SOLUTIONS FOR EVERYONE AFFECTED BY MS THROUGH THE ACCELERATED DISCOVERY AND COMMERCIAL DEVELOPMENT OF PROMISING RESEARCH DISCOVERIES, NEW MS THERAPIES, AND RESEARCH TOOLS - PURSUING ALL PROMISING PATHS, WHILE FOCUSING ON PRIORITY AREAS INCLUDING PROGRESSIVE MS, NERVOUS SYSTEM REPAIR, GENE/ENVIRONMENTAL RISK FACTORS AND WELLNESS AND LIFESTYLE. 1190459 154771 380 CLIENT PROGRAMS: PEOPLE AFFECTED BY MS CONNECT TO ONE ANOTHER AND AN EXTENSIVE NETWORK OF SERVICES AND RESOURCES. MANY PROGRAMS FACILITATE EDUCATION, RECREATION, PHYSICAL AND EMOTIONAL WELLNESS, AND CONNECTION WITH OTHERS AFFECTED BY MS. OTHER PROGRAMS SUPPORT INDEPENDENCE, SAFETY, HEALTH AND QUALITY OF LIFE. IN 2016, THE MS NAVIGATOR PROGRAM PROVIDED MORE THAN 162,000 PEOPLE WITH INFORMATION, EMOTIONAL SUPPORT, AND CONNECTIONS TO RESOURCES. IN ADDITION, MORE THAN 62,000 PEOPLE ATTENDED SOCIETY PROGRAMS. MORE THAN 950,000 PEOPLE ENGAGED IN CONVERSATIONS AND ACCESSED INFORMATION AND SUPPORT ON THE SOCIETY'S ONLINE COMMUNITY AND SOCIAL MEDIA CHANNELS. 1002435 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, MOMENTUM - THE SOCIETY'S QUARTERLY MAGAZINE DISTRIBUTED TO PEOPLE WITH MS, HEALTHCARE PROVIDERS AND SUPPORTERS OF THE SOCIETY - AND MORE. IN ADDITION TO A NATIONWIDE E-NEWSLETTER, A LOCAL NEWSLETTER, MS CONNECTION, INCLUDES LOCAL ANNOUNCEMENTS AND INFORMATION ABOUT UPCOMING PROGRAMS AND SERVICES, AND MORE. IN TOTAL, MORE THAN 2 MILLION PEOPLE RECEIVE SOCIETY PUBLICATIONS, NEWSLETTERS AND MOMENTUM EACH YEAR. 458498 COMMUNITY PROGRAMS: THE SOCIETY COLLABORATES WITH DOZENS OF COMMUNITY ORGANIZATIONS, FOCUSING ON ACCESS TO HEALTHCARE, 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. 272126 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 CLINICAL CARE NETWORK, MD ON CALL PROGRAM, AND EDUCATIONAL MATERIALS FOR PHYSICAL AND OCCUPATIONAL THERAPISTS, MENTAL HEALTH PROFESSIONAL, NURSES AND OTHERS. A FREE QUARTERLY NEWSLETTER IS EMAILED TO MORE THAN 18,000 PROFESSIONALS, AND THE SOCIETY'S DIAGNOSTIC AND SYMPTOM MANAGEMENT MOBILE APP HAS BEEN DOWNLOADED MORE THAN 66,300 TIMES. 730624 6568421 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 30 0 1 36 1 0 0 0 0 0 1 1 0 0 0 0 X 30 29 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IL X X ALTHEA SAMUELS CONTROLLER 2124760401 733 THIRD AVENUE NEW YORK NY 10017 BILL GILLISPIE JR CHAIR 1.00 X X 0 0 0 JOSEPH SIOK VICE CHAIR 1.00 X X 0 0 0 KIM ALBIN TRUSTEE 1.00 X 0 0 0 MATT ANDRESEN TRUSTEE 1.00 X 0 0 0 RON A BERNSTEIN TRUSTEE 1.00 X 0 0 0 ELEN CRAWLEY TRUSTEE 1.00 X 0 0 0 ELIZABETH K FORSTNEGER TRUSTEE 1.00 X 0 0 0 JESSICA FREIBURG SECRETARY 1.00 X X 0 0 0 SEAN GALLAGHER TRUSTEE 1.00 X 0 0 0 EMILY J GREENSBERG TRUSTEE 1.00 X 0 0 0 GUILLERMO A HERRERA TRUSTEE 1.00 X 0 0 0 MAUREEN LINEHAN HOWARD CHAIR ADV & GOV RELATIONS COMMITTEE 1.00 X 0 0 0 BRIAN W LEDEBUHR TRUSTEE 1.00 X 0 0 0 GERALD MALLOY TRUSTEE 1.00 X 0 0 0 DAVID F MILLER TRUSTEE 1.00 X 0 0 0 DAVE PEREZ TRUSTEE 1.00 X 0 0 0 DAVID P RESNICK TRUSTEE 1.00 X 0 0 0 S BRIAN ROOT TRUSTEE 1.00 X 0 0 0 BILL SANCHEZ TRUSTEE 1.00 X 0 0 0 STEVEN SHAPIRO TRUSTEE 1.00 X 0 0 0 MIKE SHELTON CHAIR BOARD FIN COMMITTEE & TREASURER 1.00 X X 0 0 0 CHAD M SMITH TRUSTEE 1.00 X 0 0 0 DAVID TJHIO TRUSTEE 1.00 X 0 0 0 YOLANDA TREIGUTS TRUSTEE 1.00 X 0 0 0 MARY JO VIERO CHAIR PROGRAM & SVC COMMITTEE 1.00 X 0 0 0 JOSEPH P WEIL TRUSTEE 1.00 X 0 0 0 JEFFREY H WESSEL TRUSTEE 1.00 X 0 0 0 HOLLY MESSICK CHAPTER PRESIDENT 55.00 X X 146669 0 14599 SUSAN RUBIN TRUSTEE 1.00 X 0 0 0 BILL ANDRICHIK TRUSTEE 1.00 X 0 0 0 146669 0 14599 1 0 1 0 0 6616427 3295940 14288 9912367 PROGRAM SERVICES 813212 380 380 380 40691 40691 35102 0 35102 35102 35102 9413 0 28 9413 -28 9385 9385 555818 6616427 855964 -300146 -300146 SUBSIDIES 900099 1314 1314 1314 9699093 1694 0 -214968 154771 154771 164423 82211 41106 41106 1214981 591052 135976 487953 171833 83655 19881 68297 127284 62108 16161 49015 68353 68353 359054 89965 31880 237209 129836 67547 6157 56132 340994 160029 41642 139323 50895 29680 1586 19629 120938 93596 1481 25861 5263960 4994117 197885 71958 57617 28114 7316 22187 MISCELLANEOUS 302549 15517 4016 283016 FURNITURE AND EQUIPMENT 92179 45149 11662 35368 DUES AND MEMBERSHIPS 4828 2475 470 1883 PRIZES AND PROMOTIONS 3046 82 2097 867 8627541 6568421 519316 1539804 2816881 3694673 582343 839685 36364 85610 400069 336088 116475 63981 1691257 1813041 0 11000 5243320 6507990 214683 432261 35925 17060 594015 516709 844623 966030 X 3979951 5120845 48746 51115 370000 370000 4398697 5541960 5243320 6507990 1071552 71711 0 X 0 1 X 1 0 X 6830688 8682821 9470486 10071227 9912367 44967589 6830688 8682821 9470486 10071227 9912367 44967589 44967589 43876 37534 43415 92965 75793 293583 3600 1314 4914 45266086 4718 0.99340 0.98630 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2014 AMOUNT: $ 3,600. 2015 AMOUNT: $ 1,314. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 24533 0 0 24533 0 PART II-B, LINE 1: MS ACTIVISTS ARE HELPING CHANGE THE WORLD, 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, SHARING POWERFUL STORIES ABOUT LIVING WITH MS, CONNECTING WITH DECISION-MAKERS, WORKING WITH LIKE-MINDED PARTNERS AND CREATING SYSTEMATIC CHANGE TO IMPACT THE GREATEST NUMBER OF PEOPLE POSSIBLE. 345482 2006 347488 370000 -24518 345482 377675 32227 39902 370000 827924 392 450641 377675 827449 1524 1049 827924 1.00000 1 0 154636 129776 24860 245433 206312 39121 63981 POOLED INVESTMENTS 1813041 F 1813041 DEFERRED RENT AND LEASE INCENTIVES 260438 DUE TO OTHER CHAPTERS/HOME OFFICE 239870 CAPITAL LEASE OBLIGATIONS 16401 516709 X 9788279 71711 17475 89186 9699093 0 9699093 8645016 17475 17475 8627541 0 8627541 PART V, LINE 4: THE ENDOWMENT FUND CONSISTS OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. PART X, LINE 2: SOCIETY MANAGEMENT HAS ANALYZED THE TAX POSITIONS IT HAS TAKEN AND HAS CONCLUDED THAT, AS OF SEPTEMBER 30, 2016, THERE WERE NO UNCERTAIN TAX POSITIONS TAKEN OR ARE EXPECTED TO BE TAKEN. ACCORDINGLY, NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS HAVE BEEN ACCRUED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE CHAPTER IS SUBJECT TO AUDITS BY TAXING JURISDICTIONS; HOWEVER, NO AUDITS FOR ANY TAX PERIODS ARE CURRENTLY IN PROGRESS. MANAGEMENT BELIEVES THAT THE CHAPTER IS NO LONGER SUBJECT TO SUCH AUDITS FOR YEAR ENDED ON OR PRIOR TO SEPTEMBER 30, 2012 UNDER FEDERAL AND OTHER STATE TAX JURISDICTIONS. BIKE MS 1468041 1413677 54364 3567 43046 57629 1620 93146 WALK MS 2546706 2546706 26903 97432 12648 3411 56097 6 3157498 2656044 501454 24644 58065 250881 6610 120265 7172245 6616427 555818 55114 198543 321158 11641 269508 855964 -300146 SCHEDULE G, PART II, LINE 11 ALTHOUGH THE FUNDRAISING EVENTS SHOW A NET LOSS AS PRESENTED ON SCHEDULE G, WHEN CONSIDERED IN TOTAL, THE GROSS RECEIPTS FROM THESE EVENTS REDUCED BY DIRECT EXPENSES NET OUT TO A GAIN FOR THE ORGANIZATION. WE CONDUCT SUCH EVENTS THROUGHOUT THE YEAR IN ORDER TO CREATE A PLATFORM TO GENERATE A SUBSTANTIAL AMOUNT OF REVENUE/CONTRIBUTONS FROM THE GENERAL PUBLIC IN A WAY THAT WOULD NOT BE POSSIBLE BY OTHER METHODS SUCH AS DIRECT MAIL SOLICIATIONS. THESE FUNDS ARE THEN USED TO FURTHER THE MISSION TO DRIVE RESEARCH FOR A CURE AND TO ADDRESS THE CHALLENGES OF THOSE AFFECTED BY MULTIPLE SCLEROSIS. 1 0 DISBURSEMENTS TO PEOPLE AFFECTED BY MS 241 154771 PART I, LINE 2: GRANTEES ARE REQUIRED TO SUBMIT FINANCIAL AND PROGRAM PROGRESS REPORTS THAT ARE REVIEWED AND APPROVED BEFORE ADDITIONAL FUNDING IS PROVIDED. IN ORDER TO SECURE FINANCIAL ASSISTANCE, AN INDIVIDUAL MUST WORK WITH AN MS NAVIGATOR TO RESEARCH AND OBTAIN OTHER COMMUNITY RESOURCES AND SUSTAINABLE SOLUTIONS WHERE POSSIBLE. DOCUMENTATION INCLUDES A FINANCIAL ASSISTANCE AGREEMENT, CONFIRMATION OF AN MS DIAGNOSIS, AND WHERE APPLICABLE A PHYSICIAN'S PRESCRIPTION AND/OR ESTIMATES FROM VENDORS FOR SERVICES PROVIDED. ANNUAL SPENDING CAPS ARE ESTABLISHED AND MONITORED TO MAXIMIZE THE NUMBER OF INDIVIDUALS RECEIVING ASSISTANCE. X X X X X 0 0 0 0 0 0 0 0 0 HOLLY MESSICK CHAPTER PRESIDENT 146669 0 0 0 0 0 4500 0 10099 0 161268 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 CHAPTER MEMBERSHIP CONSISTS OF ALL PERSONS WHO ARE MEMBERS OF THE SOCIETY AND WHO RESIDE WITHIN (OR WHO HAVE PREVIOUSLY RESIDED WITHIN AND HAVE INDICATED THAT THEY WISH TO RETAIN THEIR MEMBERSHIP) THE CHAPTER'S TERRITORY. FORM 990, PART VI, SECTION A, LINE 7A THE CHAPTER HOLDS A MEETING OF ITS MEMBERS ANNUALLY FOR THE PURPOSES OF ELECTING A BOARD OF TRUSTEES, CONSIDERING ANY REPORTS THAT MAY BE PRESENTED, AND FOR THE TRANSACTION OF SUCH OTHER BUSINESS AS MAY PROPERLY COME BEFORE THE MEETING. FORM 990, PART VI, SECTION B, LINE 11 THE CHAPTER'S AUDIT COMMITTEE REVIEWS AND APPROVES THE IRS FORM 990 AND ACCOMPANYING SCHEDULES PRIOR TO DISTRIBUTION TO THE ENTIRE BOARD. A COPY OF THE IRS FORM 990 AND ACCOMPANYING SCHEDULES IS PROVIDED TO THE ENTIRE BOARD WITH A PERIOD FOR PROVIDING COMMENTS, EDITS OR CORRECTIONS PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, CHAPTER MANAGEMENT REVIEWS THE CONFLICT OF INTEREST DISCLOSURE FORMS FILED BY TRUSTEES, OFFICERS AND EMPLOYEES FOR POTENTIAL CONFLICTS. ADDITIONALLY, ALL COVERED PERSONS HAVE AN ONGOING DUTY TO DISCLOSE POTENTIAL CONFLICTS TO CHAPTER MANAGEMENT. POTENTIAL CONFLICTS OF INTEREST ARE PRESENTED TO THE CHAPTER'S AUDIT COMMITTEE FOR REVIEW. WHERE CONFLICTS EXIST, A CONFLICT RESOLUTION REPORT IS CREATED AND THE TRUSTEE, OFFICER OR EMPLOYEE IS NOT ALLOWED TO PARTICIPATE IN ANY VOTE OR DISCUSSION OF THE DISCLOSED MATTER. AT THE CURRENT TIME, NO POTENTIAL CONFLICTS OF INTEREST HAVE BEEN IDENTIFIED. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION COMMITTEE OF THE NATIONAL BOARD OF DIRECTORS IS PROVIDED WITH INTERNAL AND EXTERNAL SALARY DATA FOR SOCIETY LEADERSHIP AND MANAGEMENT TEAM - WHICH INCLUDES THE PRESIDENTS. THE COMMITTEE PROVIDES INPUT TO THE CEO ON THE COMPENSATION RECOMMENDATIONS. IN ADDITION, THE PRESIDENT'S PERFORMANCE IS EVALUATED ANNUALLY BY EXECUTIVE VICE PRESIDENT, LEADERSHIP AND ORGANIZATIONAL DEVELOPMENT WITH INPUT PROVIDED BY THE PRESIDENT REVIEW AND PROFESSIONAL DEVELOPMENT ADVISORY COMMITTEE OF THE CHAPTER BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE CHAPTER'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE CHAPTER'S IRS FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE CHAPTER'S WEBSITE.