2015-02-06T18:20:38-06:00 2014-09-30 593681977 STEVENS POWELL & COMPANY PA 8382 BAYMEADOWS RD STE 2 JACKSONVILLE FL 32256 990 2013-10-01 596167728 NATIONAL MULTIPLE SCLEROSIS SOCIETY NORTH FLORIDA CHAPTER NATI 9043326810 8940 WESTERN WAY ROOM/SUITE 16 JACKSONVILLE FL 32256 CORRINA S MADRID CHAPTER PRESIDENT 9043326810 2015-02-06 true JOHN P STEVENS CPA P00382652 9044489791 2015-02-06 2013 2016-02-25 16:41:14Z X CORRINA S MADRID 8940 WESTERN WAY JACKSONVILLE FL 32256 1941617 false X WWW.NATIONALMSSOCIETY.ORG/FLN X 1973 FL 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. 27 26 12 393 0 1385728 1540349 18061 6180 33101 13013 54931 139560 1491821 1699102 21111 24723 0 626022 552126 92290 97480 418264 1071435 1140318 1810858 1814647 -319037 -115545 1025176 914713 226405 188393 798771 726320 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. false false 498637 RESEARCH TO MOVE US CLOSER TO A WORLD FREE OF MS, IN 2014, THE NORTH FLORIDA CHAPTER CONTRIBUTED TOWARDS THE NATIONAL MULTIPLE SCLEROSIS SOCIETY'S 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 ACCELERATED DISCOVERY AND COMMERCIAL DEVELOPMENT OF PROMISING RESEARCH DISCOVERIES, NEW MS THERAPIES AND RESEARCH TOOLS. 359271 SOCIETY ACTIVITIES COSTS ASSOCIATED WITH FUNDING CONSTITUENT AND COMMUNITY SERVICE, PUBLIC EDUCATION, AND PROFESSIONAL EDUCATION CONDUCTED NATIONWIDE (BEYOND THE CHAPTER'S TERRITORY) FOR THE BENEFIT OF INDIVIDUALS LIVING WITH MULTIPLE SCLEROSIS. THIS PAST YEAR, MORE THAN 200,000 PEOPLE LIVING WITH MS RECEIVED INFORMATION, EMOTIONAL SUPPORT, AND CONNECTIONS TO RESOURCES AND PROGRAMS THROUGH THE SOCIETY'S MS NAVIGATOR PROGRAM. IN ADDITION, MORE THAN 100,000 PEOPLE ATTENDED GROUPS AND PROGRAMS, AND OVER 1.1 MILLION PEOPLE ENGAGED IN CONVERSATIONS AND ACCESSED INFORMATION AND SUPPORT THROUGH THE SOCIETY'S SOCIAL MEDIA CHANNELS. 182516 24723 6180 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 IMPACT OF MS. 172226 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 1.6 MILLION PEOPLE RECEIVE SOCIETY PUBLICATIONS, NEWSLETTERS AND MOMENTUM EACH YEAR. (TOTAL EXPENSES OF 75,216) 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. (TOTAL EXPENSES OF 67,759) PROFESSIONAL EDUCATION AND TRAINING ACTIVITIES OR PROGRAMS DESIGNED TO IMPROVE THE KNOWLEDGE, SKILLS AND CRITICAL JUDGMENT OF PHYSICIANS AND OTHER HEALTHCARE PROFESSIONALS ENGAGED (DIRECTLY OR INDIRECTLY) IN PROVIDING PATIENT CARE BY KEEPING THEM ABREAST OF NEW DIAGNOSTIC TECHNIQUES, THERAPIES, ETC. THE SOCIETY PROVIDES INFORMATION AND EDUCATION TO THOUSANDS OF HEALTH CARE PROFESSIONALS THROUGH THE SOCIETY'S CLINICAL CARE NETWORK AND WEBSITE, THE SOCIETY'S MD ON CALL PROGRAM, AND EDUCATIONAL MATERIALS FOR PHYSICAL AND OCCUPATIONAL THERAPISTS, MENTAL HEALTH PROFESSIONALS, NURSES AND CNAS AND OTHERS. A FREE ELECTRONIC NEWSLETTER IS DISTRIBUTED QUARTERLY TO MORE THAN 10,000 HEALTH CARE PROFESSIONALS, AND THE SOCIETY'S DIAGNOSTIC AND SYMPTOM MANAGEMENT SMARTPHONE APP HAS BEEN DOWNLOADED MORE THAN 45,000 TIMES. (TOTAL EXPENSES OF 29,251) 172226 1212650 true true false true false false false false false false true false false true true true true false false false false false false true true false false false true false false false false false false false false false false false false false false false false false false true 16 0 true 12 true false false false false false true true false false false false X 27 26 false false false false true true false true true false false true true true true true true true true false FL X X SUZANNE TODD VP FINANCE 9043326810 8940 WESTERN WAY SUITE 16 JACKSONVILLE FL 32256 CORRINA S MADRID CHAPTER PRES 50.00 X X 92374 0 10148 JULIA EDMONSTON CPA IMMEDIATE PA 2.50 X 0 0 0 HAROLD R TOOL CHAIR 2.50 X X 0 0 0 TOM MACKIN SECRETARY 2.50 X X 0 0 0 JANE ESTES AUDIT CHAIR 2.50 X 0 0 0 MITCHELL OWENS TRUSTEE 2.50 X 0 0 0 DAN BAKER GOVERNANCE C 2.50 X 0 0 0 MICHAEL AMMIANO TREASURER 2.50 X X 0 0 0 ANDY BRAGG TRUSTEE 2.50 X 0 0 0 IRIS YOUNG TRUSTEE 2.50 X 0 0 0 LISA HATHAWAY TRUSTEE 2.50 X 0 0 0 DANIEL GLOD JR TRUSTEE 2.50 X 0 0 0 MARGEE MICHAELIS TRUSTEE 2.50 X 0 0 0 ERIK HENDERSON TRUSTEE 2.50 X 0 0 0 WALT PFEIL TRUSTEE 2.50 X 0 0 0 BRUCE REID TRUSTEE 2.50 X 0 0 0 TOM SNYDER MD TRUSTEE 2.50 X 0 0 0 WALTER STEELE TRUSTEE 2.50 X 0 0 0 JAMES JP CHIPPS TRUSTEE 2.50 X 0 0 0 LINCE JACOB TRUSTEE 2.50 X 0 0 0 TOM WADE TRUSTEE 2.50 X 0 0 0 HOWARD HALLE TRUSTEE 2.50 X 0 0 0 WILLIAM SCHAET TRUSTEE 2.50 X 0 0 0 DONALD HORNER III TRUSTEE 2.50 X 0 0 0 KEITH LECHWAR TRUSTEE 2.50 X 0 0 0 PETE MITCHELL TRUSTEE 2.50 X 0 0 0 KALINA SANDERS MD TRUSTEE 2.50 X 0 0 0 92374 10148 false false false 1272389 267960 15489 1540349 TMP REST BLUEPRINT 813212 4800 4800 STEPPING STONES 813212 1100 1100 TEEN RETREAT 813212 280 280 6180 13013 13013 378413 1272389 242515 135898 135898 3662 3662 3662 1699102 6180 152573 24723 24723 92700 26141 35504 31055 351354 155921 84391 111042 10169 4170 2745 3254 61274 25123 16544 19607 36629 15018 9890 11721 8575 1513 591 6471 97480 97480 39287 6933 2705 29649 49720 20091 4333 25296 58790 23165 15256 20369 27812 14321 2969 10522 26036 22578 337 3121 857908 857908 9159 3755 2473 2931 BANK CHARGES 40551 4096 566 35889 FURNITURE AND EQUIPMENT 11134 4565 3006 3563 PROFESSIONAL DEVELOPMENT 6796 1493 1639 3664 DUES AND MEMBERSHIPS 2179 709 462 1008 2371 427 322 1622 1814647 1212650 183733 418264 235572 166820 212445 206832 100425 600 18488 47459 71874 58388 21600 13486 436646 479516 1025176 914713 189150 174350 32000 750 5255 13293 226405 188393 X 587016 619234 211755 107086 798771 726320 1025176 914713 -115545 43094 X false true X true false X 2065682 2267987 2051806 1385728 1540349 9311552 2065682 2267987 2051806 1385728 1540349 9311552 9311552 6403 1315 14627 14287 13013 49645 2662 2662 9363859 384593 0.99440 0.99350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false false false false true 15235 false false 15235 false SCHEDULE C, 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. TRAVEL, CONFERENCES, SEMINARS, AND RELATED EXPENSES - THE CHAPTER INCURS EXPENSES ON BEHALF OF ALL THE CHAPTERS IN THE STATE OF FLORIDA IN SUPPORT OF MS ADVOCACY. APPROXIMATELY 30% OF THIS POSITION'S TIME IS DEVOTED TO CONTACTING LEGISLATORS TO SUPPORT LEGISLATION THAT WOULD IMPROVE THE QUALITY OF LIFE FOR THOSE AFFECTED BY MS. SCHEDULE C, PART II-B, LINE 1G - SALARY AND RELATED BENEFITS 11,713 DIRECT G&A EXPENSE 228 TRAVEL (INCLUDING AIRLINE TICKETS & GROUND TRANSPORTATION) 2,107 LODGING & MEALS 1,024 CONVENTION/SEMINAR REGISTRATION FEES 163 TOTAL 15,235 585 162 423 71289 58226 13063 13486 INTEREST IN NATIONAL CHAPTERS 479516 POOLED INVESTMENTS 479516 DUE TO NATIONAL/OTHER CHAPTERS 13293 LOANS, ADVANCES, SUPPLIES, AND INCOME ALLOCATION 13293 X 1707216 43094 43094 1664122 34980 34980 1699102 1779667 1779667 34980 34980 1814647 SCHEDULE D, PAGE 3, PART X 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 YEAR ENDED ON OR PRIOR TO SEPTEMBER 30, 2010 UNDER FEDERAL AND OTHER STATE TAX JURISDICTIONS. SCHEDULE D, PAGE 4, PART XI, LINE 4B GOOD 2 GO EVENT MGMT INC 34,980 SCHEDULE D, PAGE 4, PART XII, LINE 4B GOOD 2 GO EVENT MGMT INC 34,980 X X X X X X true EVENT 360 INC 205 N MICHIGAN AVE CHICAGO IL 60601 EVENT PLAN false 130473 62500 67973 GOOD 2 GO EVENT MGMT INC 1718 KENNEDY POINT STE 1008 OVIEDO FL 32765 EVENT PLAN false 34980 -34980 130473 97480 32993 FL BIKE MS 1144263 949492 194771 45065 31940 30132 9862 52470 WALK MS 147182 143682 3500 5037 4231 1242 2039 8474 9 359357 179215 180142 3765 2434 36649 2464 6711 1650802 1272389 378413 53867 38605 68023 14365 67655 242515 135898 SCHEDULE G, PART IV EVENT 360, INC., BASED OUT OF CHICAGO, IL, PROVIDED FUNDRAISING EVENT MANAGEMENT AND CONSULTATION SERVICES FOR THE SOCIETY'S MUCKFEST MS EVENT. THE CHAPTER MAINTAINED POSSESSION OF 67,973 IN CONTRIBUTIONS RAISED FOR THE EVENT. AS AGREED UPON, EVENT 360, INC. RECEIVED 62,500 FOR THE EVENT MANAGEMENT AND CONSULTATION SERVICES. GOOD 2 GO EVENT MGMT INC, BASED OUT OF OVIEDO, FL, PROVIDED FUNDRAISING EVENT LOGISTICS AND CONSULTATION SERVICES FOR THE BIKE MS EVENT. true DFA FOR PEOPLE WITH MS 31 24723 SEE PART IV SCHEDULE I, PAGE 1, PART I, LINE 2 PROCEDURES FOR MONITORING DIRECT FINANCIAL ASSISTANCE (DFA) GRANTEES ARE REQUIRED TO SUBMIT FINANCIAL AND PROGRAM PROGRESS REPORTS THAT ARE REVIEWED AND APPROVED BEFORE ADDITIONAL FUNDING IS PROVIDED. IN ORDER TO SECURE FINANCIAL ASSISTANCE, AN INDIVIDUAL MUST SUBMIT A WRITTEN REQUEST AND APPLICATION, ALONG WITH DOCUMENTATION CONFIRMING THE FINANCIAL NEED AND THE AVAILABILITY OF OTHER COMMUNITY RESOURCES WHICH ARE USED BEFORE COMMITTING SOCIETY RESOURCES. AN APPLICANT'S DIAGNOSIS WITH MS IS ALSO CONFIRMED. ANNUAL SPENDING CAPS ARE ESTABLISHED AND MONITORED TO MAXIMIZE THE NUMBER OF INDIVIDUALS RECEIVING ASSISTANCE. SCHEDULE I, PAGE 4, PART IV SCHEDULE I, PART III, LINE 1, COLUMNS (F) - SUPPORT INDEPENDENCE, SAFETY, HEALTH, AND QUALITY OF LIFE FOR PEOPLE AFFECTED BY MS, OFFERING GUIDANCE AND RESOURCES TO HELP CONTAIN THE FINANCIAL IMPACT OF MS. FORM 990, PAGE 2, PART III, LINE 4D 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 1.6 MILLION PEOPLE RECEIVE SOCIETY PUBLICATIONS, NEWSLETTERS AND MOMENTUM EACH YEAR. (TOTAL EXPENSES OF 75,216) 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. (TOTAL EXPENSES OF 67,759) PROFESSIONAL EDUCATION AND TRAINING ACTIVITIES OR PROGRAMS DESIGNED TO IMPROVE THE KNOWLEDGE, SKILLS AND CRITICAL JUDGMENT OF PHYSICIANS AND OTHER HEALTHCARE PROFESSIONALS ENGAGED (DIRECTLY OR INDIRECTLY) IN PROVIDING PATIENT CARE BY KEEPING THEM ABREAST OF NEW DIAGNOSTIC TECHNIQUES, THERAPIES, ETC. THE SOCIETY PROVIDES INFORMATION AND EDUCATION TO THOUSANDS OF HEALTH CARE PROFESSIONALS THROUGH THE SOCIETY'S CLINICAL CARE NETWORK AND WEBSITE, THE SOCIETY'S MD ON CALL PROGRAM, AND EDUCATIONAL MATERIALS FOR PHYSICAL AND OCCUPATIONAL THERAPISTS, MENTAL HEALTH PROFESSIONALS, NURSES AND CNAS AND OTHERS. A FREE ELECTRONIC NEWSLETTER IS DISTRIBUTED QUARTERLY TO MORE THAN 10,000 HEALTH CARE PROFESSIONALS, AND THE SOCIETY'S DIAGNOSTIC AND SYMPTOM MANAGEMENT SMARTPHONE APP HAS BEEN DOWNLOADED MORE THAN 45,000 TIMES. (TOTAL EXPENSES OF 29,251) FORM 990, PAGE 6, PART VI, 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. 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, PAGE 6, PART VI, 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. 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, PAGE 6, PART VI, LINE 11B THE CHAPTER'S AUDIT COMMITTEE REVIEWS AND APPROVES THE FORM 990 PRIOR TO DISTRIBUTION TO THE ENTIRE BOARD. A COPY OF THE 990 FORM 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, PAGE 6, PART VI, 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, PAGE 6, PART VI, LINE 15A AND FORM 990, PART VI, LINE 15B - COMPENSATION PROCESS FOR OFFICERS 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 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 SOCIETY'S CEO DESIGNEE, 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, PAGE 6, PART VI, LINE 15B KEY EMPLOYEE COMPENSATION IS REVIEWED IN A SIMILAR MANNER AS THE PRESIDENT (SEE ABOVE RESPONSE). FORM 990, PAGE 6, PART VI, 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.