2016-05-16T15:21:58-05:00 2015-09-30 461497033 EKS&H LLLP 7979 E TUFTS AVENUE SUITE 400 DENVER CO 802372521 990 2014-10-01 930551147 NATIONAL MULTIPLE SCLEROSIS SOCIETY OREGON CHAPTER NATI 5032239511 5331 SW MACADAM AVE NO 290 PORTLAND OR 97239 LISA ROTH PRESIDENT 3036986194 2016-05-14 1 DORI J EGGETT P00645252 3037409400 2014 2016-08-17 19:52:53Z LISA ROTH 5331 SW MACADAM AVE NO 290 PORTLAND OR 97239 2882964 0 X WWW.DEFEATMS.COM X 1963 OR OUR VISION IS A WORLD FREE OF MS. 19 18 13 800 0 0 2453972 2536388 0 0 6 0 -226493 -152069 2227485 2384319 71337 66100 0 0 607717 683414 0 0 120271 873483 895726 1552537 1645240 674948 739079 262585 973215 186701 158251 75884 814964 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 408283 66100 CLIENT PROGRAMS - PEOPLE AFFECTED BY MS CONNECT TO EACH OTHER AND AN EXTENSIVE VARIETY OF SERVICES AND RESOURCES. MANY PROGRAMS FACILITATE EDUCATION, RECREATION, PHYSICAL AND EMOTIONAL WELLNESS, AND CONNECTION WITH OTHERS. OTHER PROGRAMS SUPPORT INDEPENDENCE, SAFETY, HEALTH AND QUALITY OF LIFE. THE MS NAVIGATOR PROGRAM PROVIDED MORE THAN 172,000 PEOPLE INFORMATION, EMOTIONAL SUPPORT, AND CONNECTIONS TO RESOURCES. IN ADDITION, MORE THAN 160,000 PEOPLE ATTENDED GROUPS AND PROGRAMS. MORE THAN 800,000 PEOPLE ENGAGED IN CONVERSATIONS AND ACCESSED INFORMATION AND SUPPORT ON THE SOCIETY'S ONLINE COMMUNITY AND SOCIAL MEDIA CHANNELS. 326246 RESEARCH - TO MOVE US CLOSER TO A WORLD FREE OF MS, IN 2015, THE NATIONAL MULTIPLE SCLEROSIS SOCIETY INVESTED IN EXCESS OF $53 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, INCLUDING THOSE WITH PROGRESSIVE MS, THROUGH THE ACCELERATED DISCOVERY AND COMMERCIAL DEVELOPMENT OF PROMISING RESEARCH DISCOVERIES, NEW MS THERAPIES, AND RESEARCH TOOLS. 451379 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, SUPPORTERS OF THE SOCIETY AND MORE. IN ADDITION TO A NATION-WIDE E-NEWSLETTER, CHAPTERS ALSO DISTRIBUTE A LOCAL NEWSLETTER, MS CONNECTION, TO THEIR CONSTITUENTS THAT INCLUDES LOCAL ANNOUNCEMENTS AND INFORMATION ON UPCOMING PROGRAMS AND SERVICES, AND MORE. IN TOTAL, MORE THAN 1.8 MILLION PEOPLE RECEIVE SOCIETY PUBLICATIONS, NEWSLETTERS AND MOMENTUM EACH YEAR. 180596 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. 36009 PROFESSIONAL EDUCATION AND TRAINING - ACTIVITIES OR PROGRAMS DESIGNEDTO IMPROVE THE KNOWLEDGE, SKILLS AND CRITICAL JUDGMENT OF PHYSICIANSAND OTHER HEALTHCARE PROFESSIONALS ENGAGED (DIRECTLY OR INDIRECTLY) INPROVIDING CLIENT SERVICES BY KEEPING THEM ABREAST OF NEW DIAGNOSTICTECHNIQUES, THERAPIES, ETC. THE SOCIETY PROVIDES INFORMATION ANDEDUCATION TO THOUSANDS OF HEALTH CARE PROFESSIONALS THROUGH THESOCIETY'S CLINICAL CARE NETWORK AND WEBSITE, THE SOCIETY'S MD ON CALLPROGRAM, AND EDUCATIONAL MATERIALS FOR PHYSICAL AND OCCUPATIONALTHERAPISTS, MENTAL HEALTH PROFESSIONAL, NURSES AND CNAS AND OTHERS. AFREE ELECTRONIC NEWSLETTER IS DISTRIBUTED QUARTERLY TO MORE THAN 10,000HEALTH CARE PROFESSIONALS, AND THE SOCIETY'S DIAGNOSTIC AND SYMPTOMMANAGEMENT SMARTPHONE APP HAS BEEN DOWNLOADED NEARLY 45,000 TIMES. 216605 1402513 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 17 0 1 13 1 0 0 0 0 0 1 1 0 0 0 0 X 19 18 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X JAMES WILSON 3036986194 900 S BROADWAY 200 DENVER CO 80209 RON MERRYMAN EXECUTIVE CHAIR 2.00 X X 0 0 0 RALPH COLE VICE CHAIR 2.00 X X 0 0 0 NANETTE REID SECRETARY 2.00 X X 0 0 0 ALISA BRAKE TRUSTEE 2.00 X 0 0 0 STANLEY COHAN MD TRUSTEE 2.00 X 0 0 0 DINA GLASSMAN TRUSTEE 2.00 X 0 0 0 RUSTY GRIM TRUSTEE 2.00 X 0 0 0 DAVID KELLEHER TRUSTEE 2.00 X 0 0 0 DATTON KHUU TRUSTEE 2.00 X 0 0 0 ROBERT MOORE TRUSTEE 2.00 X 0 0 0 BRENT NAGY TRUSTEE 2.00 X 0 0 0 CHAD RHEINGOLD TRUSTEE 2.00 X 0 0 0 LEE SHAVER TRUSTEE 2.00 X 0 0 0 BRIE STOIANOFF TRUSTEE 2.00 X 0 0 0 MICHELLE WADDELL TREASURER 2.00 X X 0 0 0 LISA WELCH TRUSTEE 2.00 X 0 0 0 VIJAYSHREE YADAV TRUSTEE 2.00 X 0 0 0 LISA ROTH PRESIDENT 40.00 X X 111319 0 10426 MIKE PONGON PAST CHAIR 2.00 X X 0 0 0 111319 0 10426 1 0 0 0 0 1454817 1081571 80538 2536388 328576 1454817 498645 -170069 -170069 MISCELLANEOUS INCOME 900099 18000 18000 18000 2384319 0 0 -152069 66100 66100 123792 99033 12378 12381 444685 365944 18282 60459 7968 6584 257 1127 55419 45493 2570 7356 51550 42184 2732 6634 15523 11918 764 2841 14658 11995 777 1886 1267 1267 11324 9818 1116 390 59390 52939 3480 2971 74140 60669 3929 9542 30018 27006 925 2087 37493 35968 431 1094 626757 544713 73305 8739 3363 2752 178 433 MISCELLANEOUS 10792 8489 528 1775 DUES & MEMBERSHIPS 10174 9418 610 146 FURNITURE AND EQUIPMENT 486 53 23 410 PRIZES AND PROMOTIONAL 341 170 171 1645240 1402513 122456 120271 136116 382446 95017 556109 9499 15848 45770 35533 13600 10237 8353 8575 262585 973215 166112 136766 2791 20589 18694 186701 158251 X 74652 355346 1232 459618 75884 814964 262585 973215 739079 0 X 0 1 X 1 0 X 1562905 1457961 1633353 2453972 2536388 9644579 1562905 1457961 1633353 2453972 2536388 9644579 9644579 351 200 73 6 630 17874 -1092 2440 18000 37222 9682431 0.99610 0.99650 X SCH A PART II, SECTION B, LINE 10 MISCELANEOUS INCOME 2010 - $17,874 2011 - $-1,092 2012 - $ 2,440 2013 - $ 0 2014 - $18,000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 0 0 0 0 1 1267 1267 0 PART II-B, LINE 1: MS ACTIVISTS ARE ON THE FRONTLINE, 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. TOGETHER ON THE FRONTLINE, ACTIVISTS SHARE THE 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. OTHER ACTIVITIES: TRAVEL: $855 MEETING: $247 PROFESSIONAL SERVICES: $115 MISCELLANEOUS: $50 8701 3729 4972 37069 31804 5265 10237 DEFERRED RENT 18694 18694 X 2580889 26500 170070 196570 2384319 0 2384319 1841809 26500 170070 196570 1645239 0 1645239 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 FOR THE MAXIMUM CHARITABLE CONTRIBUTIONS DEDUCTION UNDER THE INTERNAL REVENUE CODE. THE CHAPTER IS ALSO EXEMPT FROM OREGON STATE AND CITY INCOME TAX. MANAGEMENT ANALYZED THE TAX POSITIONS TAKEN BY THE CHAPTER AND CONCLUDED THAT, AS OF SEPTEMBER 30, 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 ON OR PRIOR TO SEPTEMBER 30, 2011 UNDER FEDERAL AND OREGON STATE TAX JURISDICTIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 170,070. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 170,070. WALK 683774 575904 107870 32609 28330 20429 10675 64117 BIKE 762321 626547 135774 35177 9106 46775 3575 115870 2 337298 252366 84932 29202 5893 30006 11975 54906 1783393 1454817 328576 96988 43329 97210 26225 234893 498645 -170069 SCH 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 FINANCIAL ASSISTANCE 135 66100 PART I, LINE 2: WRITTEN APPLICATIONS ARE REQUIRED FROM PERSONS REQUESTING FINANCIAL ASSISTANCE, ALONG WITH DOCUMENTATION CONFIRMING THE FINANCIAL NEED AND THE AVAILABILITY OF OTHER COMMUNITY RESOURCES WHICH ARE USED BEFORE COMMITTING SOCIETY RESOURCES. APPLICANT'S DIAGNOSIS WITH MS IS ALSO CONFIRMED. WHEN ASSISTANCE IS PROVIDED TO INDIVIDUALS, THE FUNDS ARE NOT GIVEN TO THE INDIVIDUALS, BUT ARE PAID DIRECTLY TO THOSE WHO ARE PROVIDING THE ASSISTANCE. THE ORGANIZATION IS THEREFORE ABLE TO ENSURE THAT THE FUNDS ARE USED FOR THEIR INTENDED PURPOSE. NON-CASH ASSISTANCE TO INDIVIDUALS AFFECTED BY MS: SUPPORT INDEPENDENCE, SAFETY, HEALTH & QUALITY OF LIFE FOR PEOPLE AFFECTED BY MS, OFFERING GUIDANCE AND RESOURCES TO HELP CONTAIN THE FINANCIAL IMPACT OF MS. X 5 35284 FMV X PRIZES 1 27917 FMV X RENTALS 1 8413 FMV X EVENT SUPPLIES 1 5774 FMV X ENTERTAINMENT 1 3150 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 THE CHAPTER HOLDS A MEETING OF ITS MEMBERS ANNUALLY FOR THE PURPOSES OF ELECTING A BOARD OF TRUSTEES, CONSIDERING THE TREASURER'S REPORT OF THE ACCOUNTS OF THE CHAPTER (SUBJECT TO AUDIT AND ADJUSTMENT) AND ANY OTHER 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 A, LINE 7A 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 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. 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 A COMPENSATION COMMITTEE FOR EACH CHAPTER, WHICH IS COMPRISED OF AT LEAST THREE BUT NO MORE THAN FIVE INDEPENDENT TRUSTEES, DETERMINES THE COMPENSATION OF THE CHAPTER PRESIDENT AND OTHER KEY EMPLOYEES. THE NATIONAL ORGANIZATION PROVIDES EACH CHAPTER WITH INTERNAL AND EXTERNAL SALARY DATA FOR THE CHAPTER PRESIDENT AND REVIEWS AND PROVIDES INPUT ON THE CHAPTER PRESIDENT COMPENSATION RECOMMENDATIONS FOR OTHER KEY POSITIONS BASED UPON COMPARABLE BUDGET SIZE AND GEOGRAPHICAL LOCATION. IN ADDITION, THE CHAPTER PRESIDENT'S PERFORMANCE IS EVALUATED ANNUALLY IN A JOINT REVIEW PROCESS INCLUDING THE REGIONAL EXECUTIVE VICE PRESIDENT AND THE LOCAL COMPENSATION COMMITTEE OF LOCAL TRUSTEES. THE CHAPTER PRESIDENT CONDUCTS PERFORMANCE EVALUATIONS FOR KEY EMPLOYEES AND THE OUTCOME IS SHARED WITH THE COMPENSATION COMMITTEE TO INFORM THE DECISIONS ABOUT COMPENSATION. 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.