2014-03-25T00:20:04-05:00 2013-09-30 953864890 LESLEY THOMAS SCHWARZ & POSTMA INC 2 SAN JOAQUIN PLAZA SUITE 250 NEWPORT BEACH CA 92660 990 2012-10-01 952633200 NATIONAL MULTIPLE SCLEROSIS SOCIETY PACIFIC SOUTH COAST CHAPTER NATI 7604488400 12121 SCRIPPS SUMMIT DRIVE NO 190 SAN DIEGO CA 92131 RICHARD V ISRAEL 7604488400 2014-03-19 1 JOHN POSTMA II P00078629 9496502771 2012 2015-11-30 17:44:51Z RICHARD V ISRAEL 12121 SCRIPPS SUMMIT DRIVE 190 SAN DIEGO CA 92131 6911237 0 1048 X HTTP://WWW.NATIONALMSSOCIETY.ORG/CHARTERS/CAS X 1974 CA OUR VISION IS A WORLD FREE OF MS. 38 37 39 1671 22950 15460 1202897 5992817 4200 3865 8971 12341 4338599 34143 5554667 6043166 219563 157794 0 0 1868067 1687787 0 59868 816286 3720158 3276567 5807788 5182016 -253121 861150 2691283 3633830 1778951 1843725 912332 1790105 X THE NATIONAL MULTIPLE SCLEROSIS SOCIETY MOBILIZES PEOPLE AND RESOURCES TO DRIVE RESEARCH FOR A CURE AND TO ADDRESS THE CHALLENGES OF EVERYONE AFFECTED BY MS. 0 0 1234631 RESEARCH - TO MOVE US CLOSER TO A WORLD FREE OF MS, IN 2013, THE PACIFIC SOUTH COAST CHAPTER CONTRIBUTED TOWARDS THE NATIONAL MULTIPLE SCLEROSIS SOCIETY'S INVESTMENT OF AN ESTIMATED OF $48.3 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 A RECENTLY LAUNCHED INTERNATIONAL PROGRESSIVE MS ALLIANCE, AND ACCELERATES COMMERCIAL DEVELOPMENT OF PROMISING RESEARCH DISCOVERIES, NEW MS THERAPIES AND RESEARCH TOOLS THROUGH FAST FORWARD. 973305 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 300,000 PEOPLE ENGAGED IN CONVERSATIONS AND ACCESSED INFORMATION AND SUPPORT THROUGH THE SOCIETY'S SOCIAL MEDIA CHANNELS. 897432 157794 8487 CLIENT SERVICES - AN EXTENSIVE VARIETY OF PROGRAMS, SERVICES AND RESOURCES ARE PROVIDED FOR PEOPLE LIVING WITH MS AND AFFECTED BY MS, INCLUDING FAMILY MEMBERS, CAREGIVERS AND OTHER MEMBERS OF THEIR SUPPORT SYSTEMS. MANY COMMUNITY BASED PROGRAMS ARE AVAILABLE TO FACILITATE EDUCATION, RECREATION, PHYSICAL AND EMOTIONAL WELLNESS, CONNECTION WITH OTHERS WITH MS, AND FAMILY COMMUNICATION. THE FINANCIAL ASSISTANCE PROGRAM IS COMPRISED OF A RANGE OF INITIATIVES THAT SUPPORT INDEPENDENCE, SAFETY, HEALTH AND QUALITY OF LIFE FOR PEOPLE LIVING WITH MS, AS WELL AS THEIR FAMILIES. THE PROGRAM OFFERS GUIDANCE AND RESOURCES TO HELP CONTAIN THE FINANCIAL IMPACT OF MS. 464259 PUBLIC EDUCATION - THERE ARE MAY WAYS THE SOCIETY EDUCATES THE PUBLIC ABOUT MULTIPLE SCLEROSIS INCLUDING THE SOCIETY'S ANNUAL CAMPAIN, PUBLIC SERVICE ANNOUCEMENTS, MOMENTUM, THE SOCIETY'S FLAGSHIP MAGAZINE DISTRIBUTED QUARTERLY TO PEOPLE WITH MS, HEALTHCARE PROVIDERS, SUPPORTERS OF THE SOCIETY AND MORE. CHAPTERS ALSO DISTRIBUTE MS CONNECTION TO THEIR CONSTITUENTS, A REGULAR NEWSLETTER THAT INCLUDES LOCAL ANNOUNCEMENTS AND INFORMATION ON UPCOMING PROGRAMS AND SERVICCCES, AND MORE. IN TOTAL, MORE THAN ONE MILLION PEOPLE RECEIVE SOCIETY PUBLICATIONS, NEWSLETTER AND MOMENTUM EACH YEAR. 423854 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. 193188 4766 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 CLIENT SERVICES 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 NESWLETTER IS DISTRIBUTED QUARTERLY TO MORE THAN 10,000 HEALTH CARE PROFESSIONALS, AND THE SOCIETY'S DIAGNOSTIC AND SYMPTOM MANAGEMENT SMARTPHONE APP HAS BEEN DOWNLOADED NEARLY 12,000 TIMES. 1081301 4766 4186669 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 X 29 0 39 1 1 1 0 0 0 0 1 1 1 0 0 0 1 0 0 0 0 X 38 37 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 3036986100 C/O NMSS 900 SO BROADWAY DENVER CO 80209 CHRIS SEROCKE 0.00 X 0 0 0 CYNTHIA PERAZZO 0.00 X 0 0 0 BARRY CLARKSON 0.00 X 0 0 0 TIM HOLL 0.00 X 0 0 0 MARK MALBON 0.00 X 0 0 0 JUSTIN RECKERS 0.00 X 0 0 0 KAREN SEDGWICK TYLER 0.00 X 0 0 0 ELLIE BARNARD 0.00 X 0 0 0 DAWN BEATTIE 0.00 X 0 0 0 PHIL BRESNICK 0.00 X 0 0 0 SAM BRUSCO 0.00 X 0 0 0 JODY COREY-BLOOM MD PHD 0.00 X 0 0 0 CECELIA GARR 0.00 X 0 0 0 FRANKLYN GOTTBETTER 0.00 X 0 0 0 JAYNE HANCOCK 0.00 X 0 0 0 RICK HAUSMAN 0.00 X 0 0 0 CHARLOTTE HAYES 0.00 X 0 0 0 WILLIAM HORNSTEIN MD 0.00 X 0 0 0 ZUZANA HOSTOMSKA PHD 0.00 X 0 0 0 SELINA HUDGINS 0.00 X 0 0 0 GREG JOUMAS 0.00 X 0 0 0 JIM KESARIS 0.00 X 0 0 0 NAN LUKE 0.00 X 0 0 0 PENNY MARTIN 0.00 X 0 0 0 BARBARA MAURAIS 0.00 X 0 0 0 JOHN MOST 0.00 X 0 0 0 LIZBETH NAJM 0.00 X 0 0 0 JOHN PLATON 0.00 X 0 0 0 KIMBERLY ROUSH 0.00 X 0 0 0 JERRY SANDERS 0.00 X 0 0 0 SUZANNE SCHULMAN 0.00 X 0 0 0 NORV TURNER 0.00 X 0 0 0 DIANA TWADELL 0.00 X 0 0 0 TOM KARLO 0.00 X 0 0 0 DIANE WARD 0.00 X 0 0 0 RICH HERSCHBERG 0.00 X 0 0 0 JAY MCCABE 0.00 X 0 0 0 RICHARD ISRAEL 40.00 X X 176031 0 9990 176031 0 9990 1 0 1 0 0 669 4093041 1899107 18945 5992817 SERVICE REVENUE 900099 3865 3865 3865 12341 12341 869876 4093041 868071 1805 1805 ADVERTISING INCOME 511120 22950 22950 MISCELLANEOUS INCOME 900099 9388 9388 32338 6043166 13253 22950 14146 157794 157794 174700 174700 1255273 869181 85798 300294 145985 106569 8759 30657 111829 81635 6710 23484 27304 27304 59868 59868 257469 145316 5033 107120 142890 104310 8573 30007 63559 24983 982 37594 127345 121472 551 5322 2207936 2207936 51969 37938 3118 10913 MISCELLANEOUS EXPENSE 169653 5936 50626 113091 POSTAGE AND SHIPPING 69007 24755 352 43900 EQUIPMENT RENTAL 51604 37671 3096 10837 PRINTING AND ARTWORK 49753 21965 369 27419 58078 37204 5094 15780 5182016 4186669 179061 816286 X 37289 1961 0 35328 1630970 2343485 139277 291874 1825 8831 154731 238336 282828 186412 147421 96416 364896 0 187375 587989 64788 66899 2691283 3633830 332090 352338 1180954 1293153 265907 198234 1778951 1843725 X 769949 1705139 106708 48241 35675 36725 912332 1790105 2691283 3633830 861150 16623 0 X X 0 1 X 1 0 X 5653602 5786318 5400070 5530642 5992817 28363449 5653602 5786318 5400070 5530642 5992817 28363449 206711 28156738 23470 19262 11480 8971 12341 75524 89662 20834 12761 15054 12453 150764 28589737 0.98490 0.98970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 1 1 0 1 2457 1 819 0 1 12833 1 7372 1 3823 27304 0 EXPLANATION OF LOBBYING ACTIVITIES: 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. 35675 1050 36725 32419 3256 35675 32310 109 32419 30136 2174 32310 32147 -2011 30136 1.00000 0 0 282828 186412 96416 96416 INVESTMENTS IN NATIONAL MULTIPLE SCLEROSIS SOCIETY'S POOLED INVESTMENTS 587989 F 587989 DUE TO CHAPTERS 184829 DUE TO N.M.S.S. 13405 198234 X 6156519 16623 96730 113353 6043166 0 6043166 5278746 96730 96730 5182016 0 5182016 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: SOCIETY MANAGEMENT HAS ANALYZED THE TAX POSITIONS IT HAS TAKEN AND HAS CONCLUDED THAT, AS OF SEPTEMBER 30, 2013, 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 20, 2009 UNDER FEDERAL AND OTHER STATE TAX JURISDICTIONS. X X X X X X 1 THE GAVEL GROUP INC 20472 CRESCENT BAY DRIVE 102 LAKE FOREST CA 92630 FUNDRAISING 0 627186 59868 567318 627186 59868 567318 CA MS 150 BIKE TOUR 2280579 1879644 400935 62202 20861 141050 1800 174000 MS WALK 1477898 1295420 182478 51944 12521 9035 3800 104913 5 1204440 917977 286463 67189 19902 89708 4800 104346 4962917 4093041 869876 181335 53284 239793 10400 383259 868071 1805 1 DIRECT FINANCIAL ASSISTANCE 206 157794 FMV SUPPORTS INDEPENDENCE, SAFETY, HEALTH AND QUALITY OF LIFE FOR PEOPLE AFFECTED BY MS, OFFERING GUIDANCE AND RESOURCES TO HELP CONTAIN THE FINANCIAL IMPACT OF MS. 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. PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTEES ARE REQUIRED TO SUBMIT FINANCIAL AND PROGRAM PROGRESS REPORTS THAT ARE REVIEWED AND APPROVED BEFORE ADDITIONAL FUNDING IS PROVIDED. X X X X X 0 0 0 0 0 0 0 0 0 RICHARD ISRAEL 176031 0 0 0 0 0 0 0 9990 0 186021 0 0 0 PHILIP BRESNICK BOARD MEMBER PHILIP BRESNIC WORKS AT MORGAN STANLEY WHERE SOME OF THE ORGANIZATIONS INVESTMENTS WERE LOCATED. MR. BRESNIC HANDLED SOME MINOR TRANSACTIONS LIKE CASHING OUT STOCK DONATIONS. THAT WORK IS NOW BEING DONE BY THE HOME OFFICE. PRIOR TO SENDING THE ORGANIZATIONS RESERVES TO THE UBS MASTER ACCOUNT, A SMALL PORTION OF THE RESERVES (ABOUT 10%) WERE INVESTED BY MORGAN STANLEY. 0 X 6 3023 FAIR MARKET VALUE X 5 2686 FAIR MARKET VALUE X 21 93735 COST X 180 ARM WARMERS, 24 JERSEY, 8H ART DESIGN 1 5180 COST X EQUIPMENT STAFFING DISCOUNT FOR TRAFFIC CONTR 1 2000 COST X 2500 GOODIE BAGS 1 1040 COST X RADIOS 1 168 COST X DISCOUNTED BALLOON RATES 1 31 COST X 175 PAIRS OF SOCKS 1 691 COST X 100 MEDIUM POINSETTIAS FOR HOLIDAY PARTY 1 600 COST X 50 RIDE MARSHALL VESTS AND SOCKS 1 500 COST X 4, $100 GIFT CERTIFICATES, SUNSCREEN AND LIP BALM 1 500 COST X 100 POINTSETTIAS 1 600 COST 0 1 0 LINE 7D EXPLANATION: THE ORGANIZATION WAS NOT AWARE OF THE FILING REQUIREMENT FOR FORM 8282 DONEE INFORMATION RETURN UNTIL RECENTLY. DURING THE CURRENT YEAR THERE WERE 6 INSTANCES WHERE THE FORM SHOULD HAVE BEEN FILED. AS OF THIS POINT FORWARD, THE FORM WILL BE FILED AS REQUIRED BY THE IRS. 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. 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. 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 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 FORMS FILED BY TRUSTEES, OFFICERS AND EMPLOYEES FOR POTENTIAL CONFLICTS. POTENTIAL CONFLICTS ARE PRESENTED TO THE CHAPTER'S AUDIT COMMITTEE FOR REVIEW. WHERE CONFLICTS EXIST, THE TRUSTEE, OFFICER OR EMPLOYEE IS NOT ALLOWED TO PARTICIPATE IN ANY VOTE AND TRANSACTIONS ARE SUBJECT TO COMPETITIVE BIDDING. 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 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 BY 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, PART VI, SECTION C, LINE 19 THE CHAPTER'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE CHAPTER'S FORM 990, FORM 990-T AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE CHAPTER'S WEBSITE AND WILL ALSO BE PROVIDED IN A HARD COPY FORMAT UPON REQUEST. THE BOOKS AND RECORDS OF THE ORGANIZATION ARE LOCATED AT C/O NMSS, 900 SO. BROADWAY, DENVER, CO 80209,(303)698-6100 IN CARE OF JAMES WILSON. THE SOCIETY HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.