2015-03-27T15:35:53-05:00 2014-09-30 461497033 EKS&H LLLP 7979 E TUFTS AVENUE SUITE 400 DENVER CO 802372521 990 2013-10-01 930551147 NATIONAL MULTIPLE SCLEROSIS SOCIETY OREGON CHAPTER NATI 5032239511 5331 SW MACADAM AVE NO 290 PORTLAND OR 97239 LISA ROTH PRESIDENT 3036986194 2015-03-26 1 DORI J EGGETT P00645252 3037409400 2013 2016-02-25 16:41:14Z LISA ROTH 900 S BROADWAY 200 DENVER CO 80209 2567350 0 X WWW.DEFEATMS.COM X 1963 OR OUR VISION IS A WORLD FREE OF MS. 19 18 13 800 0 0 1633353 2453972 0 0 73 6 -207002 -226493 1426424 2227485 52090 71337 0 0 567388 607717 0 0 99245 850257 873483 1469735 1552537 -43311 674948 292352 262585 891416 186701 -599064 75884 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 345279 71337 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. 320672 RESEARCH - TO MOVE US CLOSER TO A WORLD FREE OF MS, IN 2014, THE OREGON 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 THE ACCELERATED DISCOVERY AND COMMERCIAL DEVELOPMENT OF PROMISING RESEARCH DISCOVERIES, NEW MS THERAPIES, AND RESEARCH TOOLS. 278359 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 MS. 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. 17480 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. 143842 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. 300808 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. 462130 1406440 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 1 13 1 0 0 0 0 0 1 1 0 0 0 0 X 19 18 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X JAMES WILSON 3036986194 900 S BROADWAY 200 DENVER CO 80209 MIKE PONGON IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 RON MERRYMAN EXECUTIVE CHAIR 2.00 X X 0 0 0 RALPH COL VICE CHAIR 2.00 X X 0 0 0 NANETTE REID SECRETARY 2.00 X X 0 0 0 ALISA BRAKE TRUSTEE 2.00 X 0 0 0 STANLEY COHAN MD TRUSTEE 2.00 X 0 0 0 DINA GLASSMAN TRUSTEE 2.00 X 0 0 0 RUSTY GRIM TRUSTEE 2.00 X 0 0 0 DAVID KELLEHER TRUSTEE 2.00 X 0 0 0 DATTON KHUU TRUSTEE 2.00 X 0 0 0 ROBERT MOORE TRUSTEE 2.00 X 0 0 0 BRENT NAGY TRUSTEE 2.00 X 0 0 0 CHAD RHEINGOLD TRUSTEE 2.00 X 0 0 0 LEE SHAVER TRUSTEE 2.00 X 0 0 0 BRIE STOIANOFF TRUSTEE 2.00 X 0 0 0 MICHELLE WADDELL TRUSTEE 2.00 X 0 0 0 LISA WELCH TRUSTEE 2.00 X 0 0 0 VIJAYSHREE YADAV TRUSTEE 2.00 X 0 0 0 LISA ROTH PRESIDENT 40.00 X X 115000 0 10507 115000 0 10507 1 0 0 0 0 1356419 1097553 41999 2453972 6 6 113372 1356419 339865 -226493 -226493 2227485 0 0 -226487 71337 71337 125507 103098 6927 15482 380834 312836 21018 46980 11425 9385 631 1409 41124 33781 2270 5073 48827 40109 2695 6023 21937 14575 938 6424 433 433 39987 37543 2444 54454 48675 2744 3035 73575 60438 4061 9076 16185 14620 507 1058 29025 28008 463 554 599031 599031 10310 8469 569 1272 FURNITURE AND EQUIPMENT 16065 13196 887 1982 MISCELLANEOUS 11416 9953 610 853 PRIZES AND PROMOTIONAL 823 786 37 0 DUES & MEMBERSHIPS 242 167 51 24 1552537 1406440 46852 99245 11163 982 0 10181 57888 0 109346 136116 72904 95017 10890 9499 49841 36241 22789 13600 18535 8353 292352 262585 90521 166112 2870 798025 20589 891416 186701 X -608749 74652 9685 1232 -599064 75884 292352 262585 674948 0 X 0 1 X 1 0 X 1417314 1562905 1457961 1633353 2453972 8525505 1417314 1562905 1457961 1633353 2453972 8525505 8525505 376 351 200 73 6 1006 9947 17874 -1092 2440 29169 8555680 0.99650 0.99560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 39 0 0 0 0 1 394 433 0 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. OTHER ACTIVITIES: TRAVEL: $394 8701 2486 6215 41140 33755 7385 13600 DUE TO NATIONAL MULTIPLE SCLEROSIS SOCIETY 1112 DEFERRED RENT 19477 20589 X 2365545 44132 93928 138060 2227485 0 2227485 1690597 44132 93928 138060 1552537 0 1552537 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 FOR THE MAXIMUM CHARITABLE CONTRIBUTIONS DEDUCTION UNDER THE INTERNAL REVENUE CODE. THE CHAPTER IS ALSO EXEMPT FROM OREGON STATE AND CITY INCOME TAX. MANAGEMENT ANALYZED THE TAX POSITIONS TAKEN BY THE CHAPTER AND CONCLUDED THAT, AS OF SEPTEMBER 30, 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, 2010 UNDER FEDERAL AND OREGON STATE TAX JURISDICTIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 93,928. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 93,928. WALK 603030 579034 23996 9219 18613 18523 3569 48486 BIKE 654415 646124 8291 20278 11908 36193 2500 110236 2 212346 131261 81085 8036 25097 6350 20857 1469791 1356419 113372 29497 38557 79813 12419 179579 339865 -226493 1 FINANCIAL ASSISTANCE 153 71337 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, HEALTH & QUALITY OF LIFE FOR PEOPLE AFFECTED BY MS, OFFERING GUIDANCE AND RESOURCES TO HELP CONTAIN THE FINANCIAL IMPACT OF MS. X 17 33630 FMV X PRIZES 1 5500 FMV X OTHER 30 2869 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 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 A, 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. 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.