2015-03-31T12:22:44-05:00 2014-09-30 362938874 OSTROW REISIN BERK & ABRAMS LTD 455 N CITYFRONT PLAZA DR SUITE 1500 CHICAGO IL 60611 990 2013-10-01 362249887 NATIONAL MULTIPLE SCLEROSIS SOCIETY GREATER ILLINOIS CHAPTER NATI 3124214500 525 W MONROE STREET NO 900 CHICAGO IL 60661 HOLLY MESSICK CHAPTER PRESIDENT 3124214500 2015-03-27 1 KENNETH L TORNHEIM P00079651 3126707444 2015-03-27 2013 2016-02-25 16:41:14Z HOLLY MESSICK 525 W MONROE STREET NO 900 CHICAGO IL 60661 9686807 0 1048 X WWW.MSILLINOIS.ORG X 1953 IL OUR VISION IS A WORLD FREE OF MS 29 28 42 1502 0 0 8682821 9470486 1671 210 951 9225 -608029 -908037 8077414 8571884 147721 170264 0 0 2120932 2169847 0 0 1324582 4362479 6022459 6631132 8362570 1446282 209314 4733378 4425330 1860272 1318618 2873106 3106712 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 4210661 210 RESEARCH: TO MOVE US CLOSER TO A WORLD FREE OF MS, IN 2014, THE GREATER ILLINOIS CHAPTER CONTRIBUTED TOWARDS THE NATIONAL MULTIPLE SCLEROSIS SOCIETYS INVESTMENT OF AN ESTIMATED $50.6 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. 1180236 170264 CLIENT PROGRAMS: PEOPLE LIVING WITH MS, FAMILY MEMBERS, CAREGIVERS AND OTHER MEMBERS OF THEIR SUPPORT SYSTEMS CONNECT TO EACH OTHER AND TO AN EXTENSIVE VARIETY OF PROGRAMS, SERVICES AND RESOURCES. MANY COMMUNITY BASED PROGRAMS FACILITATE EDUCATION, RECREATION, PHYSICAL AND EMOTIONAL WELLNESS, CONNECTION WITH OTHERS WITH MS, AND FAMILY COMMUNICATION. OTHER PROGRAMS, SUCH AS THE FINANCIAL ASSISTANCE PROGRAM, SUPPORT INDEPENDENCE, SAFETY, HEALTH AND QUALITY OF LIFE FOR PEOPLE LIVING WITH MS AND THEIR FAMILIES BY OFFERING GUIDANCE AND RESOURCES TO HELP CONTAIN THE FINANCIAL AND OTHER IMPACTS OF MS. 633308 PUBLIC EDUCATION: THERE ARE MANY WAYS THE SOCIETY EDUCATES THE PUBLIC ABOUT MULTIPLE SCLEROSIS INCLUDING THE SOCIETYS ANNUAL MS AWARENESS CAMPAIGN, PUBLIC SERVICE ANNOUNCEMENTS, MOMENTUM, THE SOCIETYS 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 1.6 MILLION PEOPLE RECEIVE SOCIETY PUBLICATIONS, NEWSLETTERS AND MOMENTUM EACH YEAR. 662816 OTHER NATIONAL PROGRAMS - INCLUDES THE COSTS ASSOCIATED WITH FUNDING COMMUNITY SERVICE PROGRAMS AND PROFESSIONAL EDUCATION AND TRAINING CONDUCTED BY THE NATIONAL ORGANIZATION FOR THE BENEFIT OF INDIVIDUALS LIVING WITH MULTIPLE SCLEROSIS. 662816 6687021 1 1 0 1 0 0 0 0 0 1 1 0 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 26 0 42 1 0 0 0 0 0 1 1 0 0 0 0 X 29 28 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X MARLENE PAGAN 3124214500 525 WEST MONROE SUITE 900 CHICAGO IL 60661 BRIAN LEDEBUHR TRUSTEE 1.00 X 0 0 0 BRIAN ROOT TRUSTEE 1.00 X 0 0 0 CHAD SMITH TRUSTEE 1.00 X 0 0 0 CHARLES CONNORS SR TRUSTEE 1.00 X 0 0 0 DAVE PEREZ TRUSTEE 1.00 X 0 0 0 DAVID RESNICK TRUSTEE 1.00 X 0 0 0 DAVID TJHIO TRUSTEE 1.00 X 0 0 0 ELIZABETH FORSTNEGER TRUSTEE 1.00 X 0 0 0 ELLEN CRAWLEY TRUSTEE 1.00 X 0 0 0 EMILY GREENBERG TRUSTEE 1.00 X 0 0 0 GUILLERMO HERRERA TRUSTEE 1.00 X 0 0 0 JEFFREY WESSEL TRUSTEE 1.00 X 0 0 0 JOSEPH SIOK TRUSTEE 1.00 X 0 0 0 JOSEPH WEIL TRUSTEE 1.00 X 0 0 0 KIM ALBIN TRUSTEE 1.00 X 0 0 0 MARY JO VIERO TRUSTEE 1.00 X 0 0 0 MATT ANDRESEN TRUSTEE 1.00 X 0 0 0 MAUREEN LINEHAN HOWARD TRUSTEE 1.00 X 0 0 0 NANCY KULICK TRUSTEE 1.00 X 0 0 0 RONALD BERNSTEIN TRUSTEE 1.00 X 0 0 0 SCOTT BUCKLEY TRUSTEE 1.00 X 0 0 0 STEVEN SHAPIRO TRUSTEE 1.00 X 0 0 0 SUSAN RUBIN TRUSTEE 1.00 X 0 0 0 YOLANDA TREIGUTS TRUSTEE 1.00 X 0 0 0 MIKE SHELTON TREASURER 1.00 X X 0 0 0 SEAN GALLAGHER BOARD CHAIR 1.00 X X 0 0 0 WILLIAM GILLESPIE JR VICE CHAIR 1.00 X X 0 0 0 JAMES MCQUEEN III SECRETARY 1.00 X X 0 0 0 JOHN BLAZEK CHAPTER PRESIDENT - FORMER 55.00 X X 165391 0 6720 165391 0 6720 1 0 1 0 0 6820369 2650117 46855 9470486 CLIENT FEES 900099 210 210 210 8983 8983 34432 0 34432 34432 34432 22257 22015 242 242 242 150439 6820369 1092908 -942469 -942469 8571884 210 0 -898812 170264 170264 157764 78882 39441 39441 1613541 1109774 157592 346175 39302 26395 4355 8552 193781 131096 20698 41987 165459 111122 18333 36004 367191 87940 12389 266862 351003 184784 22042 144177 534997 352590 58170 124237 76050 43958 2707 29385 121887 104539 3172 14176 4210661 4210661 59998 40295 6647 13056 MISCELLANEOUS EXPENSES 300672 34721 5421 260530 8362570 6687021 350967 1324582 X 354 354 0 0 3596830 3524305 817056 304007 86542 23870 687538 514586 232950 172952 400196 4733378 4425330 377776 601512 502985 43272 979511 673834 1860272 1318618 X 2445623 2674568 57483 62144 370000 370000 2873106 3106712 4733378 4425330 209314 24292 0 X 0 1 X 1 0 X 6987737 7556744 6784615 8682821 9470486 39482403 6987737 7556744 6784615 8682821 9470486 39482403 39482403 12553 13637 43876 37534 43657 151257 14439 10492 24931 39658591 755465 0.99560 0.99470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 PART II-B, LINE 1: IN 2014, THE GREATER ILLINOIS CHAPTER DID NOT UTILIZE THE SERVICES OF A CONTRACT LOBBYIST. NO MONEY WAS SPENT ON ANY TYPE OF LOBBYING ACTIVITIES. 377675 32227 39902 370000 827924 392 450641 377675 827449 1524 1049 827924 826147 4454 3152 827449 884954 10785 69592 826147 1.00000 0 0 442106 357491 84615 245432 157095 88337 172952 DEFERRED RENT AND LEASE INCENTIVE 557112 DUE TO OTHER CHAPTERS 51829 CAPITAL LEASE OBLIGATION 64893 673834 X 8666426 24292 70250 94542 8571884 0 8571884 8432820 70250 70250 8362570 0 8362570 PART V, LINE 4: THE ORGANIZATION ENDOWMENT FUND IS USED FOR DIRECT ASSISTANCE TO INDIVIDUALS LIVING WITH MULTIPLE SCLEROSIS. PART X, LINE 2: SOCIETY MANAGEMENT HAS ANALYZED THE TAX POSITIONS IT HAS TAKEN AND HAS CONCLUDED THAT, AS OF SEPTEMBER 30, 2014, THERE WERE NO UNCERTAIN TAX POSITIONS TAKEN OR ARE 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 AUDITS FOR ANY TAX PERIODS ARE CURRENTLY IN PROGRESS. MANAGEMENT BELIEVES THAT THE CHAPTER IS NO LONGER SUBJECT TO SUCH AUDITS FOR YEARS ENDED ON OR PRIOR TO SEPTEMBER 30, 2010 UNDER FEDERAL AND OTHER STATE TAX JURISDICTIONS. WALK 2764340 2764340 96977 15788 3165 191924 BIKE 1512064 1512064 6465 73930 3400 169493 8 2694404 2543965 150439 5097 33722 310572 63230 119145 6970808 6820369 150439 5097 137164 400290 69795 480562 1092908 -942469 1 COUNSELING 2 3400 0 MEDICAL EQUIPMENT & HOME MODIFICATION 43 39076 0 HOME CARE 18 25937 0 TRAVEL ASSISTANCE 38 23921 0 EMERGENCY FINANCIAL ASSISTANCE 15 7717 0 MEDICAL SUPPLIES AND WELLNESS 73 55213 0 SCHOLARSHIP 15 15000 0 PART I, LINE 2: DIRECT ASSISTANCE IS PROVIDED TO INDIVIDUALS LIVING WITH MULTIPLE SCLEROSIS. THE ORGANIZATION PAYS THE SERVICE PROVIDERS FOR THE GRANT RECIPIENTS DIRECTLY. INVOICES ARE CAREFULLY MONITORED TO ENSURE THAT EXPENSES ARE IN COMPLIANCE WITH THE OBJECTIVES OF THE GRANT. X X X X X 0 0 0 0 0 0 0 0 0 MIKE SHELTON TREASURER 0 0 0 0 0 0 0 0 0 0 0 0 JOHN BLAZEK CHAPTER PRESIDENT - FORMER 165391 0 0 0 0 0 0 0 6720 0 172111 0 0 0 X 3 12397 STOCK QUOTE X SPECIAL EVENT 3 34458 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, THE AUDIT COMMITTEE REVIEWS THE CONFLICT OF INTEREST FORMS FILED BY THE TRUSTEES, OFFICERS AND EMPLOYEES FOR POTENTIAL CONFLICTS. WHERE POTENTIAL CONFLICTS EXIST, 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 WHICH IS COMPRISED OF AT LEAST THREE BUT NO MORE THAN FIVE INDEPENDENT TRUSTEES DETERMINES THE COMPENSATION OF THE PRESIDENT AND OTHER KEY EMPLOYEES. THE NATIONAL ORGANIZATION PROVIDES EACH CHAPTER WITH COMPARABLE SALARY DATA FOR PRESIDENTS AND OTHER KEY POSITIONS AT NATIONAL MULTIPLE SCLEROSIS SOCIETY CHAPTERS AND OTHER VOLUNTARY HEALTH AGENCIES OF SIMILAR BUDGET SIZE(S) AND GEOGRAPHICAL LOCATION(S). IN ADDITION, THE CHAPTER PRESIDENT'S PERFORMANCE IS EVALUATED ANNUALLY IN A JOINT REVIEW PROCESS BY THE NATIONAL ORGANIZATION'S CEO OR A DESIGNEE AND THE LOCAL COMMITTEE OF INDEPENDENT TRUSTEES. THE PRESIDENT CONDUCTS PERFORMANCE EVALUATIONS FOR THE OTHER KEY EMPLOYEES THE OUTCOME OF WHICH IS SHARED WITH THE COMPENSATION COMMITTEE TO HELP INFORM THEIR 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 AND WILL ALSO BE PROVIDED IN A HARD COPY FORMAT UPON REQUEST.