2014-04-07T22:45:11-05:00 2013-09-30 770051130 ABBOTT STRINGHAM & LYNCH 1550 LEIGH AVE SAN JOSE CA 95125 990 2012-10-01 930551147 NATIONAL MULTIPLE SCLEROSIS SOCIETY OREGON CHAPTER NATI 5032239511 5331 SW MACADAM AVE NO 290 PORTLAND OR 972393847 LISA ROTH 5032239511 2014-03-26 1 SHEBA B DALANEY P00351252 4083778700 2014-03-26 2012 2015-11-30 17:44:51Z LISA ROTH 5331 SW MACADAM AVE NO 290 PORTLAND OR 972393847 1642462 0 X WWW.DEFEATMS.COM X 1963 OR OUR VISION IS A WORLD FREE OF MS. 21 20 14 800 0 0 1457961 1633353 0 0 200 73 -26686 -207002 1431475 1426424 58046 52090 0 0 629468 567388 0 0 215486 1042316 850257 1729830 1469735 -298355 -43311 343070 292352 898825 891416 -555755 -599064 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 331298 52090 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. 274761 RESEARCH -TO MOVE US CLOSER TO A WORLD FREE OF MS, IN 2013, THE OREGON CHAPTER CONTRIBUTED TOWARDS THE NATIONAL MULTIPLE SCLEROSIS SOCIETY'S INVESTMENT OF AN ESTIMATED $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. 236252 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 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 SERVICES, AND MORE. IN TOTAL, MORE THAN ONE MILLION PEOPLE RECEIVE SOCIETY PUBLICATIONS, NEWSLETTERS AND MOMENTUM EACH YEAR. 98500 COMMUNITY SERVICES -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. 216713 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. 2839 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 PROFESSIONAL, 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 NEARLY 12,000 TIMES. 318052 1160363 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 17 0 14 1 0 0 0 0 0 1 1 0 0 0 0 X 21 20 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 ALISA BRAKE 1.00 X 0 0 0 BRENT NAGY 1.00 X 0 0 0 BRIE STOIANOFF 1.00 X 0 0 0 CHAD RHEINGOLD 1.00 X 0 0 0 DATTON KHUU 1.00 X 0 0 0 DAVID KELLEHER 1.00 X 0 0 0 DINA GLASSMAN 1.00 X 0 0 0 LEE SHAVER 1.00 X 0 0 0 LISA WELCH 1.00 X 0 0 0 MICHELE SMELLER 1.00 X 0 0 0 MICHELLE WADDELL TREASURER 1.00 X X 0 0 0 MIKE PONGON IMMEDIATE PAST BOARD CH 1.00 X X 0 0 0 NANETTE REID BOARD SECRETARY 1.00 X X 0 0 0 RALPH COLE VICE CHAIR 1.00 X X 0 0 0 ROBERT MOORE 1.00 X 0 0 0 RON MERRYMAN BOARD CHAIR 1.00 X X 0 0 0 RUSTY GRIM 1.00 X 0 0 0 RYAN DUCHENE 1.00 X 0 0 0 STANLEY COHAN MD 1.00 X 0 0 0 VIJAYSHREE YADAV MD 1.00 X 0 0 0 LISA ROTH 40.00 X 111498 0 9972 111498 0 9972 1 0 0 0 0 4444 1327141 301768 42210 1633353 73 73 6596 1327141 216038 -209442 -209442 MISCELLANEOUS 900099 2440 2440 2440 1426424 2513 0 -209442 52090 52090 115001 86227 10822 17952 354954 266145 55408 33401 52755 39556 4964 8235 44678 33500 4204 6974 110129 36338 3821 69970 17635 11815 1873 3947 74125 55579 6975 11571 18760 12134 808 5818 22426 18174 231 4021 491474 491474 10498 7871 988 1639 PRINTING 41010 24245 1013 15752 MISCELLANEOUS 32147 2847 776 28524 POSTAGE AND SHIPPING 19641 13062 835 5744 SMALL FURNITURE AND EQU 12412 9306 1168 1938 1469735 1160363 93886 215486 31091 57888 106988 109346 122619 72904 14388 11692 29687 17733 48720 25931 33287 22789 5010 343070 292352 102762 90521 1296 2870 794767 798025 898825 891416 X -566286 -608749 10531 9685 -555755 -599064 343070 292352 X -43311 2 X 0 1 X 1 0 X 1733802 1417314 1562905 1457961 1633353 7805335 1733802 1417314 1562905 1457961 1633353 7805335 7805335 3284 376 351 200 73 4284 1167 9947 17874 -1092 2440 30336 7839955 0.99560 0.99300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 0 0 1 0 1 737 737 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: MS ACTIVITS 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 STORIRES 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 DETERMED BY BOTH AN ORGANIZATIONAL PROCESS AND BY ADVOCACY STAFF AND GOVERNMENT RELATIONS VOLUNTEERS. 8701 1243 7458 40019 24688 15331 22789 DUE TO NATIONAL MULTIPLE SCLEROSIS SOCIETY 779844 DEFERRED RENT 18181 798025 X 1453556 27132 27132 1426424 0 1426424 1496865 27132 27132 1469733 2 2 1469735 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE FASB ISSUED ASC SECTION 740-10 (FORMERLY KNOWN AS FASB INTERPRETATION NO. 48). ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES-AN INTERPRETATION OF FASB NO. 109. THIS INTERPRETATION CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM STANDARD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. THE CHAPTER HAS NOT TAKEN ANY UNCERTAIN TAX POSITIONS THAT SHOULD BE ACCOUNTED FOR UNDER ASC SECTION 740-10. ACCORDINGLY, NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS HAVE BEEN ACCRUED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING BENEFIT TO DONOR COSTS 216,038 WALK MS 549883 549883 11371 17037 16336 3146 18735 BIKE MS 572680 566084 6596 19055 16652 35253 1900 34923 1 211174 211174 7971 16798 4450 12411 1333737 1327141 6596 30426 41660 68387 9496 66069 216038 -209442 1 CLIENT ASSISTANCE 135 52090 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. PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: MS-RELATED ORGANIZATION GRANTEES ARE REQUIRED TO SUBMIT FINANCIAL AND PROGRAM PROGRESS REPORTS THAT ARE REVIEWED AND APPROVED BEFORE ADDITIONAL FUNDING IS PROVIDED. 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. X 19 31299 FMV X WRENCHING SUPPORT 11 6999 FMV X PRIZES 1 2013 FMV X SUPPLIES 4 1900 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 WITH 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 OF INTEREST 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 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, 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. VOTING RIGHTS FORM 990, PART VI, LINE 1A CHAPTER PRESIDENT IS NOT ALLOWED TO VOTE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: ROUNDING 2.