2015-11-16T14:51:50-06:00 2014-12-31 DELOITTE TAX LLP 555 17TH STREET SUITE 3600 DENVER CO 802023942 990 2014-01-01 840795455 ROCKY MOUNTAIN MULTIPLE SCLEROSIS CENTER % ELIZABETH CARROLL CPA ROCK 3037884030 8845 WAGNER STREET WESTMINSTER CO 80031 GINA BERG CEO 3037884030 2015-11-16 true JERRY A BUCK P00271654 3032925400 2015-11-16 2014 2016-03-07 17:11:31Z GINA BERG CEO 8845 WAGNER STREET WESTMINSTER CO 80031 2555237 false X http://www.mscenter.org X 1978 CO IMPROVE THE LIVES OF PEOPLE WITH MS & THEIR FAMILIES THROUGH CARE, SUPPORT, EDUCATION, AND RESEARCH 15 15 38 575 67150 9384 2523912 981199 1084787 1069334 2745 64325 -54026 -27236 3557418 2087622 0 95000 0 0 1115055 1248854 0 0 266742 1073204 955780 2188259 2299634 1369159 -212012 4375951 3952370 526368 323205 3849583 3629165 To improve the quality of life of individuals and their families living with MS and related neurological diseases through care, support, education and research. false false 1232920 950004 SPECIALTY CARE SERVICES: SEE SCHEDULE O FOR D ESCRIPTION 349832 77650 EDUCATION: SEE SCHEDULE O FOR DESCRIPTION 214338 41380 RESEARCH: SEE SCHEDULE O FOR DESCRIPTION 1797090 true true false false false false false false false true true false false true true true true false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false true 26 0 true 38 true true true false false false false true true false false false false X 15 15 false false false false false false false true false false false true true true true true true true false false CO X X ELIZABETH CARROLL CPA 3037884030 8845 WAGNER STREET WESTMINSTER CO 80031 Brett Hanselman Chairman of the Board 2.0 0.0 X X 0 0 0 Jerry Buck Co-Treasurer 2.0 0.0 X X 0 0 0 Jennifer Fackler Co-Treasurer 2.0 0.0 X X 0 0 0 JAMES A MILLS JR VICE CHAIRMAN/SECRETARY 2.0 0.0 X X 0 0 0 GINA BERG CHIEF EXECUTIVE OFFICER 40.0 0.0 X 140903 0 0 DEL ARNOLD DIRECTOR 2.0 0.0 X 0 0 0 SCOTT BAKER DIRECTOR 1.0 0.0 X 0 0 0 RYAN CHASE DIRECTOR 1.0 0.0 X 0 0 0 CHRIS FICKEL DIRECTOR 1.0 0.0 X 0 0 0 JENNIFER MAYES DIRECTOR 1.0 0.0 X 0 0 0 JENNIFER NELSON DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL PERSICHITTE DIRECTOR 1.0 0.0 X 0 0 0 ANNE MARIE PEWTERBAUGH DIRECTOR 1.0 0.0 X 0 0 0 ROBERT SHANAHAN DIRECTOR 1.0 0.0 X 0 0 0 James Tarpey DIRECTOR 1.0 0.0 X 0 0 0 Kevin Zwick DIRECTOR 1.0 0.0 X 0 0 0 140903 0 0 1 false false false University Physicians INC 13611 E Colfax Ave AURORA CO 80045 153750 1 168536 812663 4263 981199 KADEP & OTHER PROGRAMS 621400 950004 950004 TISSUE BANK 621400 41380 41380 PUBLICATIONS 621400 67150 67150 REGISTRATION FEES 621400 10500 10500 OTHER 621400 300 300 1069334 21232 21232 0 0 0 0 0 423530 380437 43093 43093 59942 168536 87178 -27236 0 0 0 2087622 1002184 67150 21232 X 95000 95000 0 0 0 138109 69055 34528 34526 0 1083952 914615 29297 140040 2791 1395 698 698 14747 7375 3686 3686 9255 4627 2314 2314 0 2782 2782 62093 62093 0 0 13651 13651 325461 253448 28699 43314 2991 1885 272 834 139604 95984 28163 15457 9419 5275 1032 3112 0 85828 74999 7368 3461 148092 148092 0 39441 25290 5906 8245 7437 3865 3357 215 0 61184 55208 2988 2988 37167 33587 1790 1790 OTHER 20630 4608 9960 6062 2299634 1797090 235802 266742 X 50245 32056 12913 5276 0 0 304113 217708 154237 101175 122158 190272 0 0 0 0 0 0 0 0 14764 9343 1927407 285651 1647216 1641756 1312645 1233751 0 0 0 0 0 0 820818 558365 4375951 3952370 158221 118205 0 0 0 0 0 0 0 0 0 0 105000 105000 0 0 263147 100000 526368 323205 X 3078490 2907549 337398 274956 433695 446660 3849583 3629165 4375951 3952370 -212012 -14331 5925 X false true X true false X 1491935 1252521 794718 2523912 981199 7044285 0 0 1491935 1252521 794718 2523912 981199 7044285 2843972 4200313 11355 18391 13306 14055 21232 78339 0 12600 12600 7135224 0.58867 0.69630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 609305 16506 45285 14209 11704 645183 538307 12500 85739 19089 8152 609305 638910 47084 143959 3728 538307 314676 347312 -19841 3237 638910 321479 -1430 2319 3054 314676 0.27840 0.72160 true false 0 595006 595006 0 1104259 193491 910768 0 58302 58302 0 169840 92160 77680 1641756 FOUNDATION ENDOWMENT 388106 BENE. INT. - CHART. REM. TRUST 170258 558364 0 0 X 2076734 -14331 5925 -8406 2085140 13651 -11169 2482 2087622 2297152 11169 11169 2285983 13651 13651 2299634 PART V, LINE 4 THE MS CENTER'S BOARD-DESIGNATED AND PERMANENTLY RESTRICTED NET ASSESTS HELD BY THE MS CENTER, AND PERMANENTLY RESTRICTED NET ASSET HELD BY COMMUNITY FIRST FOUNDATION, AN UNRELATED PUBLIC CHARITY, ARE INVESTED IN ENDOWMENT FUNDS ESTABLISHED TO PROVIDE DISCRETIONARY OPERATING INCOME TO THE MS CENTER ON AN AS-NEEDED BASIS. PART X, LINE 2 THE MS CENTER IS ORGANIZED AS A COLORADO NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3), QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(VI), AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). THE MS CENTER IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE MS CENTER IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSES AND FILES AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS TO REPORT ITS UNRELATED BUSINESS TAXABLE INCOME. THE MS CENTER HAD AN INSIGNIFICANT AMOUNT OF UNRELATED BUSINESS INCMOE AND HAS NOT ACCRUED A PROVISION FOR INCOME TAX EXPENSE AT DECEMBER 31, 2014. THE MS CENTER BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE MS CENTER WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. THE MS CENTER'S FORMS 990-T ARE NO LONGER SUBJECT TO TAX EXAMINATION FOR YEARS BEFORE 2010. PART XI, LINE 4B SPECIAL EVENT EXPENSES NETTED WITH REVENUE ON 990 -11,169 PART XII, LINE 2D SPECIAL EVENT EXPENSE NETTED WITH REVENUE ON 990 11,169 ANNUAL GALA 148330 101003 47327 20180 28889 6550 11771 MULTIPLE SUMMIT 56990 50540 6450 11169 1 25043 16993 8050 8469 150 230363 168536 61827 28649 28889 6550 23090 87178 -25351 FORM 990, PART III, LINE 4A: SPECIALTY CARE SERVICES: KADEP: THE KING ADULT DAY ENRICHMENT PROGRAM (KADEP) SERVES YOUNGER ADULTS WHO HAVE MODERATE TO SEVERE DISABILITY CAUSED BY NEUROLOGICAL ILLNESSES OR TRAUMA. KADEP IS DESIGNED TO ENHANCE WELLNESS, MAINTAIN OR IMPROVE FUNCTIONAL STATUS, AND PROVIDE OPPORTUNITIES FOR SOCIALIZATION, PERSONAL DEVELOPMENT AND ENJOYMENT. MS SPECIALTY CARE: THROUGH ITS AFFILIATION WITH THE ROCKY MOUTAINS MS CENTER AT UNIVERSITY OF COLORADO (RMMSC@CU), THE UNIVERSITY OF COLORADO AT DENVER AND THE UNIVERSITY OF COLORADO HOSPITAL HAVE JOINED TOGETHER TO FORM AN "MS CENTER OF EXCELLENCE," WHICH SERVES THE ROCKY MOUNTAIN REGION THROUGH PATIENT CARE, EDUCATION, SUPPORT AND CUTTING-EDGE RESEARCH. STATE-OF-THE-ART MEDICAL CARE IS PROVIDED BY MS FELLOWSHIP TRAINED NEUROLOGISTS, AND INCLUDES A PEDIATRIC PROGRAM THAT SPECIALIZES IN TREATING CHILDREN AND TEENS WITH MS. THROUGH AN AFFILIATION WITH METRO COMMUNITY PROVIDER NETWORK (MCPN), UNINSURED OR UNDERINSURED PATIENTS HAVE ACCESS TO SPECIALTY CARE TWO DAYS PER WEEK AT THE MS CENTER AT POTOMAC STREET CLINIC. THE MS CENTER ALSO HAS AFFILIATED MS-SPECIALTY CLINICS AT THE DENVER VETERAN'S ADMINISTRATION HOSPITAL AND DENVER HEALTH MEDICAL CENTER. SPECIALTY-CARE CLINICS: THE MS CENTER IS AFFILIATED WITH SPECIALTY-CARE CLINICS THAT ARE DESIGNED TO HELP MS PATIENTS MANAGE SPECIFIC ISSUES RELATED TO MULTIPLE SCLEROSIS. THE MS ASSESSMENT CLINIC HELPS INDIVIDUALS NAVIGATE THE CHALLENGING PROCESS OF APPLYING FOR SOCIAL SECURITY DISABILITY INSURANCE. THE MS CENTER ALSO OFFERS MS HYDROTHERAPY PROGRAMS, WHICH PROVIDE MAINTENANCE REHABILITATION TO INDIVIDUALS LIVING WITH MS. THE MS CENTER PROVIDES COUNSELING AND SUPPORT SERVICES FOR PEOPLE WITH MS AND THEIR FAMILIES. THROUGH INDIVIDUAL AND FAMILY COUNSELING SESSIONS, AS WELL AS SEMINARS, THE CENTER OFFERS A RANGE OF RESOURCES TO ADDRESS INDIVIDUAL NEEDS. EVERY MONTH MS 101 CLASSES ARE OFFERED TO THE NEWLY DIAGNOSED PATIENTS AND THEIR FAMILIES. FORM 990, PART III, LINE 4B: EDUCATION: THE MS CENTER CONDUCTS A VARIETY OF PROGRAMS TO EDUCATE THOSE WITH MULTIPLE SCLEROSIS, THEIR FAMILIES, THE GENERAL PUBLIC, AND PROFESSIONALS PROVIDING SERVICES AND CARE FOR INDIVIDUALS WITH MS. THE MS CENTER CONDUCTS A VARIETY OF PUBLIC SEMINARS AND WEBINARS, PRODUCES EDUCATIONAL MATERIALS, AND MAINTAINS AN INFORMATIVE WEBSITE AT WWW.MSCENTER.ORG. THE MS CENTER PUBLISHES A QUARTERLY MAGAZINE, "INFORMS," WHICH IS AVAILABLE IN BOTH PRINT AND ELECTRONIC VERSIONS, AND DISTRIBUTES AN ELECTRONIC NEWSLETTER, "EMS NEWS," WHICH FEATURES RESEARCH INFORMATION, OPPORTUNITIES TO PARTICIPATE IN MS CLINICAL RESEARCH, AND INFORMATION ON UPCOMING EVENTS. FORM 990, PART III, LINE 4C: RESEARCH: CLINICAL TRIALS: THE MS CENTER, THROUGH ITS PARTNERSHIP WITH RMMSC@CU, SUPPORTS A VARIETY OF RESEARCH PROJECTS DESIGNED TO IMPROVE THE LIVES OF INDIVIDUALS LIVING WITH MULTIPLE SCLEROSIS. FACULTY INITIATED CLINICAL RESEARCH FUELS THE SEARCH FOR SAFER AND MORE EFFECTIVE TREATMENTS AND COMBINATION THERAPIES TO TREAT MS. BRAIN AND TISSUE BANK: THE MS CENTER, THROUGH ITS PARTNERSHIP WITH RMMSC@CU, MAINTAINS ONE OF THE WORLD'S LARGEST FRESH BRAIN TISSUE BANKS. THE TISSUE IS RETRIEVED, STORED AND PROVIDED TO MS RESEARCHERS FROM AROUND THE WORLD, AND IS ESSENTIAL TO THE GLOBAL EFFORT TO FIND THE CAUSE OF, AND CURE FOR, MS. RESEARCH: IN 2012, THE MS CENTER BEGAN RAISING FUNDS FOR THE BENEFIT OF THE RESEARCH AT THE UNIVERSITY OF COLORADO. THIS RESEARCH APPLIES THE CLINICAL KNOWLEDGE GAINED OVER THE LAST 20 YEARS AND ACTIVELY MOVES US TOWARD IMPROVED THERAPIES AND A CURE. FORM 990, PART VI, SECTION A, LINE 8B: THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11: THE FORM 990 IS REVIEWED BY THE CHIEF EXECUTIVE OFFICER, THE FINANCE COMMITTEE AND EXECUTIVE COMMITTEE. THE FILING IS THEN PRESENTED TO THE GOVERNING BODY FOR RATIFICATION/APPROVAL BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C: DURING ORIENTATION, ALL BOARD MEMBERS AND KEY EMPLOYEES REVIEW THE CONFLICT OF INTEREST POLICY. ALL ARE REQUIRED TO SIGN A DOCUMENT INDICATING THAT THEY HAVE READ AND UNDERSTAND THE POLICY, AND THAT THEY MUST DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS IN WRITING. THE DOCUMENT IS UPDATED ANNUALLY. DIRECTORS AND OFFICERS ARE REQUIRED TO PROTECT THE INTERESTS OF THE MS CENTER AND TO INFORM THE BOARD OF ANY MATTERS OR AFFILIATIONS THAT MAY CREATE ACTUAL OR APPARENT CONFLICTS. FURTHER, THEY ARE REQUIRED TO REFRAIN FROM USING THEIR POSITION OR INFORMATION THEY RECEIVE BY REASON OF SERVING THE MS CENTER FOR PRIVATE GAIN OR FOR THE BENEFIT OF A THIRD PARTY - EVEN IF THE THIRD PARTY IS ANOTHER NONPROFIT ORGANIZATION. DIRECTORS AND OFFICERS ARE REQUIRED TO COMPLETE A FORM TO IDENTIFY THEIR AFFILIATIONS, SO THAT THE BOARD IS INFORMED AND CAN DISCUSS AND HANDLE POTENTIAL CONFLICTS BEFORE THEY ARISE. DIRECTORS MUST ALSO REVIEW AND UNDERSTAND THE FIDUCIARY RESPONSIBILITY STATEMENT. ALONG WITH THE AFFILIATIONS FORM, THIS SHOULD HELP TO IDENTIFY POTENTIAL CONFLICTS THAT MIGHT OTHERWISE INCREASE PERSONAL LIABILITY FOR THE DIRECTORS AND OFFICERS, AND POSSIBLY OVERALL LIABILITY OF THE MS CENTER. IDENTIFYING CONFLICTS MAY ALSO HELP ENSURE COMPLIANCE WITH ANTITRUST LAWS. UPON DISCLOSURE OF A POSSIBLE CONFLICT OF INTEREST, A DETERMINATION SHALL BE MADE BY THE BOARDAS TO THE PARTICIPATION OF THE INDIVIDUAL IN THE MATTER AND, IN THE CASE OF A DIRECTOR, AS TO PARTICIPATION IN THE VOTING MATTER. A DIRECTOR MAYDISQUALIFY HIMSELF OR HERSELF FROM VOTING ON ANY ISSUE THAT MAY BE PERCEIVED AS AN APPARENT OR ACTUAL CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A: A PERFORMANCE REVIEW IS CONDUCTED ANNUALLY BY THE BOARD OF DIRECTORS REGARDING PERFORMANCE AND COMPENSATION OF THE EXECUTIVE DIRECTOR. A MINIMUM OF THREE INDEPENDENT DATA SOURCES RELATED TO NONPROFIT EMPLOYEE COMPENSATION ARE USED. TYPICALLY, THE EXECUTIVE DIRECTOR'S PERFORMANCE REVIEW IS DONE IN AN EXECUTIVE SESSION. THE RESULTS OF THE PERFORMANCE REVIEW ARE WRITTEN BY THE CHAIRMAN OF THE BOARD. A PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR WAS LAST CONDUCTED IN DECEMBER OF 2014. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION'S FORM 990, AUDITED FINANCIAL STATEMENTS, AND GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE BY REQUEST TO ANY INTERESTED PARTY VIA THE ORGANIZATION'S WEBSITE. THE FORM 990 IS ALSO POSTED ON THE GIVING FIRST WEBSITE AND THE COLORADO SECRETARY OF STATE WEBSITE. FORM 990, PART IX, LINE 11G, OTHER FEES: MEDICAL DIRECTOR: PROGRAM SERVICE EXPENSES 153,750 MANAGEMENT AND GENERAL EXPENSES FUNDRAISING EXPENSES TOTAL EXPENSES 153,750 OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 99,698 MANAGEMENT AND GENERAL EXPENSES 28,699 FUNDRAISING EXPENSES 43,314 TOTAL EXPENSES 171,711 TOTAL OTHER FEES ON FORM 990, PART IX, LINE 11G, COL A FORM 990 PART IX LINE 11G DESCRIPTION:OTHER TOTAL FEES:325461