2014-02-14T19:37:29-06:00 2013-09-30 COHNREZNICK LLP 1900 AVENUE OF THE STARS 28TH FLOOR LOS ANGELES CA 90067 990 2012-10-01 951727656 NATIONAL MULTIPLE SCLEROSIS SOCIETY SOUTHERN CALIFORNIA & NEVADA CHAPTER % JAMES WILSON NATI 3104794456 5150 GOLDLEAF CIRCLE Suite 400 LOS ANGELES CA 90056 SUSAN BRADLEY 3104794456 2014-02-13 true 3108439700 2012 2015-11-30 17:44:51Z X SUSAN BRADLEY 5150 GOLDLEAF CIRCLE LOS ANGELES CA 90056 9228826 false 1048 X WWW.NATIONALMSSOCIETY.ORG/CAL X 1946 CA WE MOBILIZE PEOPLE AND RESOURCES TO DRIVE RESEARCH FOR A CURE AND TO ADDRESS THE CHALLENGES OF EVERYONE AFFECTED BY MULTIPLE SCLEROSIS. 50 50 56 421 0 0 8745521 8497926 22399 16215 -19173 96216 0 -503939 8748747 8106418 249387 215964 0 0 3437996 3363961 0 0 1435263 4794463 5029224 8481846 8609149 266901 -502731 4397795 3665841 1830165 1560912 2567630 2104929 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 MULTIPLE SCLEROSIS. false false 1883462 RESEARCH: TO MOVE US CLOSER TO A WORLD FREE OF MULTIPLE SCLEROSIS, IN 2013 THE NATIONAL MULTIPLE SCLEROSIS SOCIETY OF SOUTHERN CALIFORNIA AND NEVADA 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 MULTIPLE SCLEROSIS IN ITS TRACKS, RESTORING FUNCTION, AND ENDING THE DISEASE FOREVER. THE SOCIETY COLLABORATES WORLDWIDE TO DEVELOP SOLUTIONS FOR EVERYONE AFFECTED BY MULTIPLE SCLEROSIS, INCLUDING A RECENTLY LAUNCHED INTERNATIONAL PROGRESSIVE MULTIPLE SCLEROSIS ALLIANCE, AND ACCLERATES COMMERCIAL DEVELOPMENT OF PROMISING RESEARCH DISCOVERIES, NEW MULTIPLE SCLEROSIS THERAPIES AND RESEARCH TOOLS THROUGH FAST FORWARD. 1469433 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. HEALTH FACILITIES, CONDUCTING REHABILITATIVE AND SIMILAR TYPE PROGRAMS, PLUS ALL OTHER EXPENSES INCURRED IN PERFORMING FUNCTIONS WHICH, DIRECTLY OR INDIRECTLY, BENEFIT THE MULTIPLE SCLEROSIS COMMUNITY. 1405967 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 MULTIPLE SCLEROSIS RECEIVED INFORMATION, EMOTIONAL SUPPORT, AND CONNECTIONS TO RESOURCES AND PROGRAMS THROUGH THE SOCIETY'S MULTIPLE SCLEROSIS 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. SEE SCHEDULE O 2114769 215964 16215 6873631 true true false true false false false false false true true true false false true true true false false false false false false false true false false false true false false false false false false false false false true false false false false false false false false true 69 0 true 56 true false false false false false true true false false false false X 50 50 true false false false true true false true true false true true true true true true true true true true false CA X X JAMES WILSON 3036986194 900 SOUTH BROADWAY SUITE 200 DENVER CO 80209 BYRON ALLEN 1.0 X 0 0 0 RHONA BADER 1.0 X 0 0 0 JOHN V BOCK JR 1.0 X 0 0 0 ANTHONY BRIGHT 1.0 X 0 0 0 RICHARD CORGEL 1.0 X 0 0 0 BRUCE C CORWIN 1.0 X 0 0 0 BARRY ENGELMAN 1.0 X 0 0 0 DAVID FORD 1.0 X 0 0 0 BRIAN D FOX 1.0 X 0 0 0 DON A FRACCHIA 1.0 X X 0 0 0 DR BARBARA GIESSER 1.0 X 0 0 0 WENDY GILMORE 1.0 X 0 0 0 KEVIN GOETZ 1.0 X 0 0 0 DAVID M GOLDSTEIN 1.0 X 0 0 0 ROBERT E HARPER 1.0 X 0 0 0 BRUCE HECKER 1.0 X 0 0 0 JOYCE HENDERSON JEFFRIE 1.0 X 0 0 0 LISA KARPE 1.0 X 0 0 0 RAY KARPE 1.0 X 0 0 0 JULIE KAUFER ESQ 1.0 X 0 0 0 PHIL KEOGHAN 1.0 X 0 0 0 ANNIS KISHNER 1.0 X 0 0 0 JASON LEN 1.0 X 0 0 0 SIMPSON C LEONARD JR 1.0 X 0 0 0 ROBERT MANCINI 1.0 X 0 0 0 STANLEY E MARON 1.0 X 0 0 0 LARRY MCEWEN 1.0 X X 0 0 0 ROLAND MESA 1.0 X 0 0 0 CHRIS OJAKIAN 1.0 X 0 0 0 DAVID PERREN 1.0 X 0 0 0 SCOTT PERREN CPA 1.0 X 0 0 0 KIM PHILLIPS 1.0 X X 0 0 0 JAMES D POWER IV 1.0 X 0 0 0 THOMAS REGAL 1.0 X 0 0 0 SHERI SAFAN 1.0 X 0 0 0 ARTHUR E SCHRAM JR 1.0 X 0 0 0 BRITTA SCHRAM 1.0 X 0 0 0 SUE SCHROEDER 1.0 X X 0 0 0 FERN SEIZER 1.0 X 0 0 0 MADELEINE SHERAK PHD 1.0 X 0 0 0 THOMAS SHERAK 1.0 X 0 0 0 ERIC L SMALL 1.0 X 0 0 0 DINA TECIMER ESQ 1.0 X X 0 0 0 TIMUR TECIMER 1.0 X 0 0 0 BILL TODMAN JR 1.0 X 0 0 0 KARIM WEBB 1.0 X 0 0 0 CHET WIDOM 1.0 X 0 0 0 STACY WILDER 1.0 X 0 0 0 LARRY WINTER 1.0 X 0 0 0 SUSAN BRADLEY 35.0 X 138754 0 10213 JAY SCHOENAU 35.0 X 115262 0 4239 DENISE NOWACK 35.0 X 113761 0 11587 PAMELA THOMPSON 35.0 X 113207 0 7980 KATE MCINTOSH 35.0 X 97776 0 12625 578760 0 46644 4 false false false 0 4349544 4148382 196131 8497926 PROGRAM FEES 900099 16215 16215 16215 32313 32313 0 0 0 0 0 546793 482890 63903 63903 63903 130369 4349544 639518 -509149 -509149 5210 5210 5210 0 0 8106418 16215 -407723 0 215964 215964 0 0 156000 109200 10920 35880 0 2717487 1902241 190224 625022 70087 49061 4906 16120 202909 142036 14204 46669 217478 152235 15223 50020 0 10750 4544 213 5993 30245 12784 600 16861 38253 16168 759 21326 0 0 452883 191421 8985 252477 0 273599 132860 6962 133777 0 0 442460 309722 30972 101766 100672 44486 2768 53418 0 77588 57105 840 19643 0 3289429 3289429 12276 8592 861 2823 1509 1056 106 347 AWARDS AND GRANTS 115075 115075 MISCELLANEOUS EXPENSES 113080 70200 6779 36101 FURNITURE AND EQUIPMENT 70006 49040 4892 16074 PRIZES AND PROMOTIONAL 1399 412 41 946 8609149 6873631 300255 1435263 679528 560239 321571 787 1627674 1701782 38979 0 0 0 0 0 0 0 0 0 15400 44185 138000 87688 62588 50312 0 0 1652055 1240831 0 0 0 0 0 67705 4397795 3665841 466076 479107 0 0 800233 792993 0 0 0 0 0 0 0 0 0 0 563856 288812 1830165 1560912 X 268440 -594606 2299190 2699535 0 0 2567630 2104929 4397795 3665841 -502731 40030 X false true X true false X 6593897 10940988 9306472 9671149 8497926 45010432 0 0 6593897 10940988 9306472 9671149 8497926 45010432 3819724 41190708 44046 99014 40187 35884 32313 251444 0 0 45261876 16215 0.91005 0.95310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false true 62 false false true 6700 false true 38253 45015 false SCHEDULE C, PART II-B, LINE 1, LOBBYING ACTIVITIES: LINE 1D: THE ORGANIZATION SENDS OUT MAILINGS TO MEMBERS, LEGISLATORS, AND/OR THE PUBLIC ELECTRONICALLY, THEREFORE COST IS VIRTUALLY ZERO. LINE 1G: THE VICE PRESIDENT ATTENDS A CONFERENCE IN WASHINGTON, D.C. AND A LOBBYING DAY IN SACRAMENTO, CA. THE AMOUNT SHOWN REPRESENTS THE TOTAL TRAVEL COST FOR BOTH. LINE 1I: THE ORGANIZATION PAID $38,253 IN PROFESSIONAL FEES FOR LOBBYING. 519666 39829 20792 538703 1133402 127546 741282 519666 1148686 -15284 1133402 1.00000 false false 5807 5421 386 132193 82267 49926 50312 NMSS POOLED INVESTMENT FUND 1240831 C 1240831 0 PAYABLES DUE TO NATIONAL 34136 REMITTANCE DUE TO NATIONAL 254676 288812 8322572 40030 176124 216154 8106418 8106418 8785273 176124 176124 8609149 8609149 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 CALIFORNIA STATE AND LOS ANGELES CITY INCOME TAX. MANAGEMENT ANALYZED THE TAX POSITIONS TAKEN BY THE CHAPTER AND CONCLUDED THAT, AS OF SEPTEMBER 30, 2013 AND 2012, 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. THIS 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, 2009 UNDER FEDERAL AND CALIFORNIA STATE TAX JURISDICTIONS. MS WALK 2555390 2555390 69945 34425 169111 3176 44937 MS BIKE 1339912 1339912 33161 21935 11223 8542 157659 6 584611 454242 130369 3521 12608 20076 11774 37425 4479913 4349544 130369 106627 68968 200410 23492 240021 639518 -509149 SCHEDULE G, PART II, LINE 11: ALTHOUGH THE FUNDRAISING EVENTS SHOW A NET LOSS AS PRESENTED ON SCHEDULE G, WHEN CONSIDERED IN TOTAL, THE GROSS RECEIPTS FROM THESE EVENTS REDUCED BY DIRECT EXPENSES NET OUT TO A GAIN FOR THE ORGANIZATION. WE CONDUCT SUCH EVENTS THROUGHOUT THE YEAR IN ORDER TO CREATE A PLATFORM TO GENERATE A SUBSTANTIAL AMOUNT OF REVENUE/CONTRIBUTIONS FROM THE GENERAL PUBLIC IN A WAY THAT WOULD NOT BE POSSIBLE BY OTHER METHODS SUCH AS DIRECT MAIL SOLICITATIONS. THESE FUNDS ARE THEN USED TO FURTHER OUR MISSION TO DRIVE RESEARCH FOR A CURE AND TO ADDRESS THE CHALLENGES OF THOSE AFFECTED BY MULTIPLE SCLEROSIS. true GRANTS/ASSISTANCE 515 215964 N/A SCHEDULE I, PART I, LINE 1: GRANTEES ARE REQUIRED TO SUBMIT FINANCIAL AND PROGRAM PROGRESS REPORTS THAT ARE REVIEWED AND APPROVED BEFORE ADDITIONAL FUNDING IS PROVIDED. SCHEDULE I, PART I, LINE 2: IN ORDER TO SECURE FINANCIAL ASSISTANCE, AN INDIVIDUAL MUST SUBMIT A WRITTEN REQUEST AND APPLICATION, ALONG WITH DOCUMENTATION CONFIRMING THE FINANCIAL NEED AND AVAILABILITY OF OTHER COMMUNITY RESOURCES WHICH ARE USED BEFORE COMMITTING SOCIETY RESOURCES. AN APPLICANT'S DIAGNOSIS WITH MULTIPLE SCLEROSIS IS ALSO CONFIRMED. ANNUAL SPENDING CAPS ARE ESTABLISHED AND MONITORED TO MAXIMIZE THE NUMBER OF INDIVIDUALS RECEIVING ASSISTANCE. SCHEDULE I, PART III, GRANTS/ASSISTANCE: THE PURPOSE OF THESE GRANTS AND ASSISTANCE IS THE SUPPORT INDEPENDENCE, SAFETY, HEALTH, AND QUALITY OF LIFE FOR PEOPLE AFFECTED BY MULTIPLE SCLEROSIS, OFFERING GUIDANCE AND RESOURCES TO HELP CONTAIN THE FINANCIAL IMPACT OF MULTIPLE SCLEROSIS. X 39 179210 FAIR MARKET VALUE X PROMOTIONS 2 15300 FAIR MARKET VALUE false true false FORM 990, PART VI, SECTION A, LINE 2: THE FOLLOWING TRUSTEES HAVE FAMILY RELATIONSHIPS: DINA TECIMER AND TIMUR TECIMER DAVID PERREN AND SCOTT PERREN MADELEINE SHERAK AND THOMAS SHERAK BRITTA SCHRAM AND ARTHUR SCHRAM LISA KARPE AND RAY KARPE FORM 990, PART VI, SECTION B, LINE 11B: FORM 990 IS DRAFTED BY THE CHAPTER'S OUTSIDE ACCOUNTANTS. IT IS THEN REVIEWED BY THE DIRECTOR OF FINANCE, VP OF FINANCE AND THE CHAPTER PRESIDENT, AS WELL AS THE ORGANIZATION'S AUDIT COMMITTEE. A COPY OF THE FORM 990 AND ACCOMPANYING SCHEDULES ARE 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 FILLED BY TRUSTEES, OFFICERS, AND EMPLOYEES FOR POTENTIAL CONFLICTS. WHERE POTENTIAL CONFLICTS EXIST, THE TRUSTEE, OFFICER, OR EMPLOYEE IS NOT ALLOWED TO PARTICIPATE IN ANY VOTE AND TRANSACTIONS ARE SUBJET TO COMPETITIVE BIDDING. FORM 990, PART VI, SECTION B, LINE 15A AND 15B: THE COMPENSATION COMMITTEE, WHICH IS COMPRISED OF AT LEAST THREE, BUT NO MORE THAN FIVE, INDEPENDENT TRUSTEES, DETERMINES THE COMPENSATION OF THE PRESIDENT AND REVIEWS COMPENSATION FOR OTHER KEY EMPLOYEES. THE NATIONAL ORGANIZATION PROVIDES EACH CHAPTER WITH COMPARABLE SALARY DATA FOR PRESIDENTS AND OTHER KEY POSITIONS AT NATIONAL MULTIPLE SCLEROSIS CHAPTERS AND OTHER VOLUNTARY HEALTH AGENCIES OF SIMILAR BUDGET SIZE AND GEOGRAPHIC LOCATIONS. IN ADDITION, THE PRESIDENT'S PERFORMANCE IS EVALUATED ANNUALLY IN A JOINT REVIEW PROCESS BY THE NATIONAL ORGANIZATION'S CEO OR HER DESIGNEE AND THE LOCAL COMMITTEE OF INDEPENDENT TRUSTEES. THE PRESIDENT CONDUCTS PERFORMANCE EVALUATIONS OF THE KEY EMPLOYEES, THE OUTCOME OF WHICH IS SHARED WITH THE COMPENSATION COMMITTEE. 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 AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE CHAPTER'S WEBSITE AND WILL ALSO BE PROVIDED IN A HARD COPY FORMAT UPON REQUEST. FORM 990, PART III, LINE 4D: THE ORGANIZATION'S OTHER PROGRAM SERVICES ARE: 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. 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. 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. FORM 990, PART VI, SECTION A, QUESTION 6: THE BYLAWS ALLOW FOR MEMBERS. Only members voted to the Board of Directors are able to vote upon matters pertaining to the Chapter business and governance. FORM 990, PART VI, SECTION A, QUESTION 7A: NEW BOARD MEMBERS ARE VOTED TO THE BOARD UPON RECOMMENDATION OF THE GOVERNANCE BOARD.