2016-03-29T16:34:36-05:00 2015-09-30 461497033 EKS&H LLLP 7979 E TUFTS AVENUE SUITE 400 DENVER CO 802372521 990 2014-10-01 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 2016-03-29 1 DORI J EGGETT P00645252 3037409400 2014 2016-08-17 19:52:53Z RICHARD V ISRAEL 12121 SCRIPPS SUMMIT DRIVE NO 190 SAN DIEGO CA 92131 7368586 0 1048 X WWW.NATIONALMSSOCIETY.ORG/CHAPTERS/CAS X 1974 CA OUR VISION IS A WORLD FREE FROM MULTIPLE SCLEROSIS. 34 33 38 1600 0 0 5925749 5674964 6850 400 105166 9647 -1065596 -494091 4972169 5190920 211597 192154 0 0 1921787 1922269 0 0 435529 3657580 3688584 5790964 5803007 -818795 -612087 3128360 2542650 1898732 1969785 1229628 572865 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 1576794 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. 1297582 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. 1188898 192154 400 CLIENT PROGAMS: 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. 602287 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. 246860 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. 849147 4912421 1 0 0 0 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 54 0 1 38 1 0 0 0 0 0 1 1 0 0 0 0 X 34 33 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X JAMES WILSON 3036986194 900 SOUTH BROADWAY SUITE 200 DENVER CO 80209 RICH ISRAEL CHAPTER PRESIDENT 40.00 X X 170153 0 15555 TIM HOLL FINANCE CHAIR 2.00 X X 0 0 0 MARK MALBORN SECRETARY 2.00 X X 0 0 0 CYNTHIA PERAZZO CHAIR 2.00 X X 0 0 0 CHRIS SEROCKE IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 JUSTIN RECKERS GOVERNANCE COMMITTEE CHAIR 2.00 X X 0 0 0 ALLY MCGRORY TRUSTEE 2.00 X 0 0 0 BARBARA MAURAIS TRUSTEE 2.00 X 0 0 0 BARRY CLARKSON 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 DIANA TWADELL TRUSTEE 2.00 X 0 0 0 DIANE WARD TRUSTEE 2.00 X 0 0 0 GREG JOUMAS TRUSTEE 2.00 X 0 0 0 JAY MCCABE TRUSTEE 2.00 X 0 0 0 JERRY SANDERS TRUSTEE 2.00 X 0 0 0 JIM KESARIS AUDIT COMMITTEE CHAIR 2.00 X 0 0 0 JODY COREY-BLOOM MD PHD TRUSTEE 2.00 X 0 0 0 JOHN G MOST TRUSTEE 2.00 X 0 0 0 KAREN SEDGWICK TYLER TRUSTEE 2.00 X 0 0 0 KIMBERLY ROUSH TRUSTEE 2.00 X 0 0 0 LIZBETH NAJM TRUSTEE 2.00 X 0 0 0 NAN LUKE TRUSTEE 2.00 X 0 0 0 NORV TURNER TRUSTEE 2.00 X 0 0 0 PENNY MARTIN TRUSTEE 2.00 X 0 0 0 PHIL BRESNICK TRUSTEE 2.00 X 0 0 0 RICK HAUSMAN TRUSTEE 2.00 X 0 0 0 RICK HERSCHBERG TRUSTEE 2.00 X 0 0 0 SELINA HUDGINS TRUSTEE 2.00 X 0 0 0 SUZANNE SCHULMAN TRUSTEE 2.00 X 0 0 0 TROY PARISH TRUSTEE 2.00 X 0 0 0 WILLIAM HORNSTEIN MD 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 SAMIR MEHTA TRUSTEE 2.00 X 0 0 0 JIM PONDER TRUSTEE 2.00 X 0 0 0 ANNALIESE TRAIN TRUSTEE 2.00 X 0 0 0 170153 0 15555 1 0 1 0 0 4435543 1239421 192230 5674964 PROGRAM FEES 900099 400 400 400 18882 18882 640700 649935 -9235 -9235 -9235 1033640 4435543 1527731 -494091 -494091 5190920 400 0 -484444 192154 192154 176925 141538 17694 17693 1447041 1155542 80205 211294 24368 19457 1261 3650 143017 114214 8143 20660 130918 104564 7842 18512 20080 16037 1203 2840 19285 15403 1155 2727 88688 57524 1107 30057 147204 123988 3820 19396 168329 134444 10083 23802 66661 54709 2730 9222 157642 140968 1397 15277 2878140 2532235 307687 38218 48701 38898 2917 6886 FURNITURE AND EQUIPMENT 67474 53891 4042 9541 MISCELLANEOUS 15718 11167 1061 3490 PRIZES AND PROMOTIONAL 5955 1876 2468 1611 DUES AND MEMBERSHIP 4707 3812 242 653 5803007 4912421 455057 435529 1612777 1218701 250000 250000 295936 58974 3431 152614 164623 260220 204088 104834 56132 645719 730214 63049 64006 3128360 2542650 409634 448364 1198980 1249684 290118 271737 1898732 1969785 X 926454 265215 16449 28532 286725 279118 1229628 572865 3128360 2542650 -612087 -44676 0 X 0 1 X 1 0 X 5400070 5530642 5992817 5925749 5674964 28524242 5400070 5530642 5992817 5925749 5674964 28524242 205371 28318871 11480 8971 12341 19424 18882 71098 18265 18265 12761 15054 9388 5941 43144 28656749 29256 0.98820 0.98760 X SCH A PART II, SECTION B, LINE 10 MISCELANEOUS INCOME 2010 - $12,761 2011 - $15,054 2012 - $ 9,388 2013 - $ 5,941 2014 - $ 0 290110 519 11511 279118 36725 250000 3385 290110 35675 1050 36725 32419 3256 35675 32310 109 32419 1.00000 0 0 12482 11425 1057 123145 90011 33134 124593 102652 21941 56132 NMSS POOLED INVESTMENT FUND 730214 F 730214 DUE TO HOME OFFICE 143596 DUE TO OTHER CHAPTERS 107271 DEFERRED RENT 20870 271737 X 5748736 -44676 60000 542491 557815 5190921 0 5190921 6405499 60000 542491 602491 5803008 0 5803008 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, 2015 AND 2014, 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, 2011 UNDER FEDERAL AND CALIFORNIA AND HAWAII STATE TAX JURISDICTIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 542,491. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 542,491. SCH D, PART V LINE 4 THE INTENDED USE OF THE ENDOWMENT FUND IS TO SUPPORT THE VARIOUS PROGRAMS OF THE ORGANIZATION. MS WALK 1613028 1386315 226713 52229 102815 25425 8315 163485 MS BIKE 2493476 1999652 493824 124563 39257 201741 3550 318169 5 1362679 1049576 313103 64441 90996 135869 8627 188249 5469183 4435543 1033640 241233 233068 363035 20492 669903 1527731 -494091 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 FINANCIAL ASSISTANCE 191 192154 SCHEDULE I, PART 1, LINE 1: 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 SUBMIT A WRITTEN REQUEST AND APPLICATION, ALONG WITH DOCUMENTATION CONFIRMING THE FINANCIAL NEED AND AVAILABILITY OF OTHER COMMUNITY RESOURCES WHICH ARE USED BEFORE COMMITTING SOCIETY RESOURCES. AN APPLICANT'S DIAGNOSIS WITH MULTIPLE SCLEROSIS IS ALSO CONFIRMED. ANNUAL SPENDING CAPS ARE ESTABLISHED AND MONITORED TO MAXIMIZE THE NUMBER OF INDIVIDUALS RECEIVING ASSISTANCE. SCHEDULE I, PART III, GRANTS/ASSISTANCE: THE PURPOSE OF THESE GRANTS AND ASSISTANCE IS THE SUPPORT INDEPENDENCE, SAFETY, HEALTH, AND QUALITY OF LIFE FOR PEOPLE AFFECTED BY MULTIPLE SCLEROSIS, OFFERING GUIDANCE AND RESOURCES TO HELP CONTAIN THE FINANCIAL IMPACT OF MULTIPLE SCLEROSIS. X X X X X 0 0 0 0 0 0 0 0 0 RICH ISRAEL CHAPTER PRESIDENT 170153 0 0 0 0 0 4995 0 10560 0 185708 0 0 0 X 2 69245 FMV X DECORATIONS 2 46290 FMV X PRIZES 3 39359 FMV X EVENT ITEMS 1 37336 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 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 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 IRS FORM 990-T, IF APPLICABLE), AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE CHAPTER'S WEBSITE.