2017-03-29T10:28:35-05:00 2016-09-30 461497033 EKS&H LLLP 7979 E TUFTS AVENUE SUITE 400 DENVER CO 802372521 990 2015-10-01 952633200 NATIONAL MULTIPLE SCLEROSIS SOCIETY PACIFIC SOUTH COAST CHAPTER NATI 7604488400 12121 SCRIPPS SUMMIT DRIVE NO 190 SAN DIEGO CA 92131 RICHARD V ISRAEL CHAPTER PRESIDENT 7604488400 2017-03-27 1 DORI J EGGETT P00645252 3037409400 2015 2021-01-29 14:40:06Z RICHARD V ISRAEL 12121 SCRIPPS SUMMIT DRIVE NO 190 SAN DIEGO CA 92131 5972711 0 1048 X WWW.NATIONALMSSOCIETY.ORG/CHAPTERS/CAS X 1974 CA OUR VISION IS A WORLD FREE FROM MULTIPLE SCLEROSIS. 35 35 37 1600 0 0 5674964 5151235 400 0 9647 47705 -494091 -342152 5190920 4856788 192154 177201 0 0 1922269 1703122 0 0 866971 3688584 3889100 5803007 5769423 -612087 -912635 2542650 1547328 1969785 1876648 572865 -329320 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 1481384 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. 1131411 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. 1114259 177201 CLIENT PROGAMS: 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. 591049 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. 243449 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. 834498 4561552 1 0 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 1 0 0 0 0 0 0 0 0 1 56 0 1 37 1 0 0 0 0 0 1 1 0 0 0 0 X 35 35 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X ALTHEA SAMUELS 2124760401 733 THIRD AVENUE NEW YORK NY 10017 RICH ISRAEL CHAPTER PRESIDENT 40.00 X X 176496 0 15716 CYNTHIA PERAZZO IMMEDIATE PAST CHAIR 2.00 X 0 0 0 CHRIS SEROCKE TERM END 91316 TRUSTEE 2.00 X X 0 0 0 TIM HOLL FINANCE CHAIR 2.00 X X 0 0 0 MARK MALBON SECRETARY 2.00 X X 0 0 0 JUSTIN RECKERS CHAIR 2.00 X X 0 0 0 PHIL BRESNICK TRUSTEE 2.00 X 0 0 0 JIM KESARIS AUDIT COMMITTEE CHAIR 2.00 X 0 0 0 BARRY CLARKSON TRUSTEE 2.00 X 0 0 0 JODY COREY-BLOOM MD PHD TRUSTEE 2.00 X 0 0 0 CECELIA GARR TRUSTEE 2.00 X 0 0 0 CHARLOTTE HAYES TRUSTEE 2.00 X 0 0 0 RICK HERSCHBERG TRUSTEE 2.00 X 0 0 0 SELINA HUDGINS TERM END JAN 16 TRUSTEE 2.00 X 0 0 0 GREG JOUMAS TERM END MAR 16 TRUSTEE 2.00 X 0 0 0 BARBARA KATZ TRUSTEE 2.00 X 0 0 0 NICK LOCKE TRUSTEE 2.00 X 0 0 0 NAN LUKE TRUSTEE 2.00 X 0 0 0 PENNY MARTIN TERM END MAR 16 TRUSTEE 2.00 X 0 0 0 JAY MCCABE TRUSTEE 2.00 X 0 0 0 ALLY MCGRORY TRUSTEE 2.00 X 0 0 0 SAMIR MEHTA TRUSTEE 2.00 X 0 0 0 JOHN G MOST TRUSTEE 2.00 X 0 0 0 LIZBETH NAJM TRUSTEE 2.00 X 0 0 0 TROY PARISH TRUSTEE 2.00 X 0 0 0 JIM PONDER TRUSTEE 2.00 X 0 0 0 KIMBERLY ROUSH TRUSTEE 2.00 X 0 0 0 JERRY SANDERS TRUSTEE 2.00 X 0 0 0 SUZANNE SCHULMAN TRUSTEE 2.00 X 0 0 0 KAREN SEDGWICK TYLER TRUSTEE 2.00 X 0 0 0 ANNALIESE TRAIN TRUSTEE 2.00 X 0 0 0 NORV TURNER TRUSTEE 2.00 X 0 0 0 DIANA TWADELL TRUSTEE 2.00 X 0 0 0 DIANE WARD TRUSTEE 2.00 X 0 0 0 TRICIA BOTHMER TRUSTEE 2.00 X 0 0 0 MONIQUE CANONICO MD BEG JAN 16 TRUSTEE 2.00 X 0 0 0 PAUL DECHARY TRUSTEE 2.00 X 0 0 0 MARK MAHIGIAN TRUSTEE 2.00 X 0 0 0 ARI SEGAL TERM OCT - DEC 15 TRUSTEE 2.00 X 0 0 0 CRAIG WALSH TRUSTEE 2.00 X 0 0 0 176496 0 15716 1 0 1 0 0 4218794 932441 156221 5151235 20635 20635 250000 222930 27070 27070 27070 539591 4218794 892993 -353402 -353402 OTHER REVENUE 900099 11250 11250 11250 4856788 0 0 -294447 177201 177201 196361 157090 19636 19635 1276400 1013827 62004 200569 118508 94143 5880 18485 111853 88923 6152 16778 17708 14078 974 2656 4927 3917 271 739 286885 74975 1958 209952 182811 85656 4563 92592 187438 149013 10309 28116 96797 65908 2792 28097 141868 92771 1246 47851 2762708 2491420 217419 53869 32100 25519 1766 4815 MISCELLANEOUS 141061 3816 1360 135885 FURNITURE AND EQUIPMENT 25678 19989 1383 4306 PRIZES AND PROMOTIONAL 5846 1626 2111 2109 DUES AND MEMBERSHIP 3273 1680 1076 517 5769423 4561552 340900 866971 1218701 243280 250000 250000 58974 229126 164623 192859 260220 236188 56132 24032 730214 534884 64006 73147 2542650 1547328 448364 168090 1249684 1677912 271737 30646 1969785 1876648 X 265215 -654720 28532 47699 279118 277701 572865 -329320 2542650 1547328 -912635 10450 0 X 0 1 X 1 0 X 5530642 5992817 5925749 5674964 5151235 28275407 5530642 5992817 5925749 5674964 5151235 28275407 210195 28065212 8971 12341 19424 18882 20635 80253 18265 18265 15054 9388 5941 11250 41633 28415558 0.98770 0.98820 X SCH A PART II, SECTION B, LINE 10 MISCELANEOUS INCOME 2011 - $15,054 2012 - $ 9,388 2013 - $ 5,941 2014 - $ 0 2015 - $ 11,250 1 1 0 0 0 0 1 25997 1 25684 0 51681 0 PART II, SECTION 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. 279118 2750 4167 277701 290110 519 11511 279118 36725 250000 3385 290110 35675 1050 36725 32419 3256 35675 1.00000 1 0 12482 12482 0 123145 109057 14088 124593 114649 9944 24032 NMSS POOLED INVESTMENT FUND 534884 F 534884 DUE TO OTHER CHAPTERS 10752 DEFERRED RENT 19894 30646 X 4874833 10450 7595 18045 4856788 0 4856788 5777018 7595 7595 5769423 0 5769423 PART X, LINE 2: THE CHAPTER QUALIFIES AS A CHARITABLE ORGANIZATION AS DEFINED BY INTERNAL REVENUE CODE 501(C)(3), AND, ACCORDINGLY, IT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(A). ADDITIONALLY, SINCE THE CHAPTER IS PUBLICLY SUPPORTED, CONTRIBUTIONS MADE TO THE CHAPTER QUALIFY FOT THE MAXIMUM CHARITABLE CONTRIBUTION DEDUCTION UNDER THE INTERNAL REVENUE CODE. THE CHAPTER IS ALSO EXEMPT FROM CALIFORNIA AND HAWAII STATE AND SAN DIEGO CITY INCOME TAX. MANAGEMENT ANALYZED THE TAX POSITIONS TAKEN BY THE CHAPTER AND CONCLUDED THAT, AS OF SEPTEMBER 30, 2016 AND 2015, THERE WERE NO UNCERTAIN TAX POSITIONS TAKEN OR 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 AUDIT FOR ANY TAX PERIOD IS CURRENTLY IN PROGRESS. MANAGEMENT BELIEVES THAT THE CHAPTER IS NO LONGER SUBJECT TO SUCH AUDITS FOR YEARS ENDED IN OR PRIOR TO SEPTEMBER 30, 2012 UNDER FEDERAL AND CALIFORNIA AND HAWAII STATE TAX JURISDICTIONS. SCH D, PART V LINE 4 THE INTENDED USE OF THE ENDOWMENT FUND IS TO SUPPORT THE VARIOUS PROGRAMS OF THE ORGANIZATION. MS WALK 1458087 1457047 1040 39758 71564 71426 5130 43768 MS BIKE 2486549 2426018 60531 129931 76492 192866 1223 63595 6 813749 335729 478020 41747 9146 109646 800 35901 4758385 4218794 539591 211436 157202 373938 7153 143264 892993 -353402 SCH G, PART II, LINE 11 ALTHOUGH THE FUNDRAISING EVENTS SHOW 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/CONTRIBUTIONS FROM THE GENERAL PUBLIC IN A WAY THAT WOULD NOT BE POSSIBLE BY OTHER METHODS SUCH AS DIRECT MAIL SOLICITATIONS. 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 FINANCIAL ASSISTANCE 309 177201 PART I, LINE 2: GRANTEES ARE REQUIRED TO SUBMIT FINANCIAL AND PROGRAM PROGRESS REPORTS THAT ARE REVIEWED AND APPROVED BEFORE ADDITIONAL FUNDING IS PROVIDED. SCHEDULE I, PART 1, LINE 2: 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 RICH ISRAEL CHAPTER PRESIDENT 176496 0 0 0 0 0 5297 0 10419 0 192212 0 0 0 X EVENT ITEMS 1 156221 FMV 0 1 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 15 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.