2016-03-31T15:42:24-05:00 2015-09-30 461497033 EKS&H LLLP 7979 E TUFTS AVENUE SUITE 400 DENVER CO 802372521 990 2014-10-01 941294935 NATIONAL MULTIPLE SCLEROSIS SOCIETY NORTHERN CALIFORNIA NATI 4152306678 1700 OWENS STREET NO 190 SAN FRANCISCO CA 94158 JANELLE DEL CARLO CHAPTER PRESIDENT 4152306678 2016-03-29 1 DORI J EGGETT P00645252 3037409400 2014 2016-08-17 19:52:53Z JANELLE DEL CARLO 1700 OWENS STREET NO 190 SAN FRANCISCO CA 94158 6754980 0 1048 X WWW.NATIONALMSSOCIETY.ORG/CAN X 1954 CA OUR VISION IS A WORLD FREE OF MS 24 23 28 1600 0 0 8812191 5322844 3567 3278 90930 41363 -775967 -353799 8130721 5013686 132636 130454 0 0 1386748 1576053 0 0 347634 6107322 3122676 7626706 4829183 504015 184503 4221089 3760271 1263291 769039 2957798 2991232 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 1363970 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. 985457 130454 3278 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. 972813 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. 583537 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. 234361 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 12,000 PROFESSIONALS, AND THE SOCIETY'S DIAGNOSTIC AND SYMPTOM MANAGEMENT SMARTPHONE APP HAS BEEN DOWNLOADED MORE THAN 62,300 TIMES. 817898 4140138 1 0 0 1 0 0 0 0 0 0 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 41 0 1 28 1 0 0 0 0 0 1 1 0 0 0 0 X 24 23 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 BROADWAY SUITE 200 DENVER CO 80209 JAY THAYER CHAIR 2.00 X X 0 0 0 NATALIE L BRISBIN SECRETARY 2.00 X X 0 0 0 KATHERINE BOCK TREASURER 2.00 X X 0 0 0 THOMAS M GALIZIA GOVERNANCE COMMITTEE CHAIR 2.00 X X 0 0 0 ROBERT G WELLNER BOARD MEMBER 2.00 X 0 0 0 ANGELA E LAI BOARD MEMBER 2.00 X 0 0 0 WILL BRYANT BOARD MEMBER 2.00 X 0 0 0 NANCY N BYL PT PHD BOARD MEMBER 2.00 X 0 0 0 JONAH R CHAN PHD BOARD MEMBER 1.00 X 0 0 0 C BUDD COLBY PHD BOARD MEMBER 2.00 X 0 0 0 ELIZABETH CRABTREE-HARTMAN MD BOARD MEMBER 1.00 X 0 0 0 MICHELLE DENNEDY BOARD MEMBER 1.00 X 0 0 0 HEATHER FARGO BOARD MEMBER 2.00 X 0 0 0 MATT FRINZI BOARD MEMBER 2.00 X 0 0 0 DOUGLAS S GOODIN MD BOARD MEMBER 1.00 X 0 0 0 DAVID R HULTMAN BOARD MEMBER 2.00 X 0 0 0 WARREN KIST BOARD MEMBER 2.00 X 0 0 0 DAVID LARSON BOARD MEMBER 2.00 X 0 0 0 CHUCK ROBBINS BOARD MEMBER 1.00 X 0 0 0 JOHN A SCHAFER MD BOARD MEMBER 2.00 X 0 0 0 DAN STOKES BOARD MEMBER 2.00 X 0 0 0 ANKIT SHAH BOARD MEMBER 2.00 X 0 0 0 JOANNA SOFFA BOARD MEMBER 2.00 X 0 0 0 JANELLE DEL CARLO PRESIDENT 40.00 X X 176774 0 12321 JACLYN SMOCZYNSKI VP OF PROGRAMS AND SERVICE 40.00 X 104651 0 8558 281425 0 20879 2 0 1 0 OP3 PO BOX 844459 LOS ANGELES CA 90084 EVENT FACILITATORS 154647 1 3477253 1845591 135617 5322844 PROGRAM FEES 900099 3278 3278 3278 47065 47065 627042 632744 -5702 -5702 -5702 747004 3477253 1108550 -361546 -361546 OTHER NON-CAMPAIGN INC 900099 7747 7747 7747 5013686 3278 0 -312436 130454 130454 135281 106872 14881 13528 1176084 954162 41479 180443 24387 19838 675 3874 105308 85378 3922 16008 134993 109250 5710 20033 22782 18437 964 3381 23849 19301 1009 3539 19498 19498 73721 65534 7619 568 90873 78073 1323 11477 279689 226352 11831 41506 57920 48683 364 8873 73044 69391 549 3104 2406225 2126673 249044 30508 22007 17810 931 3266 FURNITURE & EQUIPMENT 41046 37148 865 3033 MISCELLANEOUS EXPENSES 5746 3323 170 2253 DUES & MEMBERSHIPS 4855 2639 53 2163 PRIZES & PROMOTIONS 1421 1322 22 77 4829183 4140138 341411 347634 1663008 1131324 311823 476679 70487 49752 270516 253815 37576 16701 2121359 2010338 16836 75477 4221089 3760271 420794 398281 86601 100907 755896 269851 1263291 769039 X 2952451 2935368 5347 55864 2957798 2991232 4221089 3760271 184503 -151069 0 X 0 1 X 1 0 X 5170775 5356713 5496608 8812191 5322844 30159131 5170775 5356713 5496608 8812191 5322844 30159131 505739 29653392 83 191 140 13301 47065 60780 27873 7747 35620 30255531 26234 0.98010 0.98000 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2013 AMOUNT: $ 27,873. 2014 AMOUNT: $ 7,747. 1 1 0 1 9 1 1135 0 1 600 0 1 32731 34475 0 PART II-B, LINE 1: TRAVEL - $6,085 MEETINGS - $6,729 SUPPLIES - $126 PROFESSIONAL SERVICES - $19,498 PRIZES - $293 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 CHANGES 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 AND ORGANIZATIONAL PROCESS AND BY ADVOCACY STAFF AND GOVERNMENT RELATIONS VOLUNTEERS. 15000 15000 0 164680 148739 15941 90836 90076 760 16701 POOLED INVESTMENTS 2010338 F 2010338 DUE TO HOME OFFICE 236818 DEFERRED RENT 21838 DUE TO OTHER CHAPTERS 11195 269851 X 5338763 -151069 114600 361546 325077 5013686 0 5013686 5305329 114600 361546 476146 4829183 0 4829183 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). ADDTIONALLY, SINCE THE CHAPTER IS PUBLICLY SUPPORTED, CONTRIBUTIONS DEDUCTION UNDER THE INTERNAL REVENUE CODE. THE CHAPTER IS ALSO EXEMPT FROM CALIFORNIA STATE FRANCHISE AND SAN FRANCISCO CITY INCOME TAXES. MANAGEMENT ANALYZED THE TAX POSITION 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 ON OR PRIOR TO SEPTEMBER 30, 2011 UNDER FEDERAL AND CALIFORNIA STATE TAX JURISDICTIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS 361,546. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS 361,546. MS WALK 1634335 1462121 172214 13098 83076 44512 3321 142944 MS BIKE 2390093 1909372 480721 122575 108675 73477 2600 370008 4 199829 105760 94069 88369 3669 207 52019 4224257 3477253 747004 224042 195420 118196 5921 564971 1108550 -361546 SCHEDULE G, PART II, LINE 11: ALTHOUGH THE FUNRASING 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/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 207 130454 SCHEDULE I, 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, HELATH AND QUALITY OF LIFE FOR PEOPLE AFFECTED BY MS, OFFERING GUIDANCE AND RESOURCES TO HELP CONTAIN THE FINANCIAL IMPACT OF MS. X X X X X 0 0 0 0 0 0 0 0 0 JANELLE DEL CARLO PRESIDENT 165274 0 11500 0 0 0 5277 0 7044 0 189095 0 0 0 X EVENT ITEMS SPECIAL 2 135617 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 FINANCIAL STATEMENTS ARE AVAILABLE ON THE CHAPTER'S WEBSITE.