NATIONAL MULTIPLE SCLEROSIS SOCIETY: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
NATIONAL MULTIPLE SCLEROSIS SOCIETY (EIN 59-6167728)
Tax period
2012-10-01 to 2013-09-30
Filed
2014-03-26
IRS object ID
201410859349300036
Schema version
2012v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-03-26T17:49:37-05:00Timestamp
Tax Period End Date2013-09-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1STEVENS POWELL & COMPANY PABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line18382 BAYMEADOWS RD STE 2AddressLine1
CityJACKSONVILLECity
StateFLState
ZIP Code32256ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN596167728EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1NATIONAL MULTIPLE SCLEROSIS SOCIETYBusinessNameLine1
Business Name Line2NORTH FLORIDA CHAPTERBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlNATINameControl
Phone9043326810Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line14237 SALISBURY ROAD BLDG 4 ST 406AddressLine1
Address Line2ROOM/SUITE 406AddressLine2
CityJACKSONVILLECity
StateFLState
ZIP Code32216ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCORRINA STEIGERName
TitleCHAPTER PRESIDENTTitle
Phone9043326810Phone
Date Signed2014-03-26DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJOHN P STEVENS CPAName
Phone9044489791Phone
Date Prepared2014-03-26DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonCORRINA STEIGERNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line14237 SALISBURY RD BLDG 4AddressLine1
CityJACKSONVILLECity
StateFLState
ZIP Code32216ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1722972GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.NATIONALMSSOCIETY.ORG/FLNWebSite
Type Of Organization AssociationXTypeOfOrganizationAssociation
Year Formation1973YearFormation
State Legal DomicileFLStateLegalDomicile
Activity Or Mission DescriptionTHE NATIONAL MULTIPLE SCLEROSIS SOCIETY MOBILIZES PEOPLE AND RESOURCES TO DRIVE RESEARCH FOR A CURE AND TO ADDRESS THE CHALLENGES OF EVERYONE AFFECTED BY MS.ActivityOrMissionDescription
Nbr Voting Members Governing Body27NbrVotingMembersGoverningBody
Nbr Independent Voting Members27NbrIndependentVotingMembers
Total Nbr Employees13TotalNbrEmployees
Total Nbr Volunteers290TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year2051806ContributionsGrantsPriorYear
Contributions Grants Current Year1385728ContributionsGrantsCurrentYear
Program Service Revenue Prior Year5590ProgramServiceRevenuePriorYear
Program Service Revenue CY18061ProgramServiceRevenueCY
Investment Income Prior Year-1131InvestmentIncomePriorYear
Investment Income Current Year33101InvestmentIncomeCurrentYear
Other Revenue Prior Year-190638OtherRevenuePriorYear
Other Revenue Current Year54931OtherRevenueCurrentYear
Total Revenue Prior Year1865627TotalRevenuePriorYear
Total Revenue Current Year1491821TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year51896GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY21111GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year749761SalariesEtcPriorYear
Salaries Etc Current Year626022SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY92290TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year380470TotalFundrsngExpCurrentYear
Other Expense Prior Year1116465OtherExpensePriorYear
Other Expenses Current Year1071435OtherExpensesCurrentYear
Total Expenses Prior Year1918122TotalExpensesPriorYear
Total Expenses Current Year1810858TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-52495RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-319037RevenuesLessExpensesCY
Total Assets BOY1645887TotalAssetsBOY
Total Assets EOY1025176TotalAssetsEOY
Total Liabilities BOY536680TotalLiabilitiesBOY
Total Liabilities EOY226405TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1109207NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY798771NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE NATIONAL MULTIPLE SCLEROSIS SOCIETY MOBILIZES PEOPLE AND RESOURCES TO DRIVE RESEARCH FOR A CURE AND TO ADDRESS THE CHALLENGES OF EVERYONE AFFECTED BY MS.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense461238Expense
DescriptionRESEARCH TO MOVE US CLOSER TO A WORLD FREE OF MS, IN 2013, THE NORTH FLORIDA 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.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense362401Expense
DescriptionSOCIETY 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.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense178725Expense
Grants21111Grants
Revenue3894Revenue
DescriptionCLIENT 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.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense227182Expense
Revenue14167Revenue
DescriptionPUBLIC 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. (TOTAL EXPENSES OF 98,584) 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. (TOTAL EXPENSES OF 91,402) 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. (TOTAL EXPENSES OF 37,196)Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp227182TotalOfOtherProgramServiceExp
Total Of Other Program Service Rev14167TotalOfOtherProgramServiceRev
Total Program Service Expense1229546TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetstrueReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingtrueProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With109611NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees13NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members27NbrVotingGoverningBodyMembers
Number Independent Voting Members27NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholderstrueMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledFLStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonSUZANNE TODD VP FINANCENamePerson
Telephone Number9043326810TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line14237 SALISBURY RD BLD 4 406AddressLine1
CityJACKSONVILLECity
StateFLState
ZIP Code32216ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (28 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
JEFF LOTT
IMMEDIATE PA2.50X000
JAMES CHIPPS
TRUSTEE2.50X000
JULIA EDMONSTON
CHAIR2.50X000X
KEVIN FLANIGAN
SECRETARY2.50X000X
JANE ESTES
AUDIT CHAIR2.50X000
MITCHELL OWENS
DEVELOPMENT2.50X000
DAN BAKER
TRUSTEE2.50X000
MICHAEL AMMIANO
BD GOVERNANC2.50X000X
ANDY BRAGG
TRUSTEE2.50X000
IRIS YOUNG
TRUSTEE2.50X000
LISA HATHAWAY
TRUSTEE2.50X000
DANIEL GLOD JR
TRUSTEE2.50X000
MARGEE MICHAELIS
TRUSTEE2.50X000
ERIK HENDERSON
TRUSTEE2.50X000
WALT PFEIL
TRUSTEE2.50X000
BRUCE REID
TRUSTEE2.50X000
TOM SNYDER MD
TRUSTEE2.50X000
WALTER STEELE
TRUSTEE2.50X000
HAROLD TOOL
TREASURER2.50X000X
JOHN TYRRELL
TRUSTEE2.50X000
TOM WADE
TRUSTEE2.50X000
HOWARD HALLE
TRUSTEE2.50X000
MARC JACKSON
TRUSTEE2.50X000
DONALD HORNER III
TRUSTEE2.50X000
KEITH LECHWAR
TRUSTEE2.50X000
PETE MITCHELL
TRUSTEE2.50X000
KALINA SANDERS MD
TRUSTEE2.50X000
CORRINA STEIGER
CHAPTER PRES50.008978009818X
FieldValueIRS element (for citing)
Total Reportable Comp From Org89780TotalReportableCompFromOrg
Total Other Compensation9818TotalOtherCompensation
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Fundraising Events1209579FundraisingEvents
All Other Contributions176149AllOtherContributions
Noncash Contributions5559NoncashContributions
Total Contributions1385728TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
ADVOCACY INCOME1416714167
STEPPING STONES26142614
PROGRAM SERVICE REVENUE10301030
WOMENS RETREAT250250
FieldValueIRS element (for citing)
Total Program Service Revenue18061TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column14287TotalRevenueColumn
Exclusion$14,287ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities63852Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities45038Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities18814Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column18814TotalRevenueColumn
Exclusion$18,814ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events241044GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events1209579CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses186113FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column54931TotalRevenueColumn

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1491821TotalRevenueColumn
Related Or Exempt Function Income18061RelatedOrExemptFunctionIncome
Exclusion$33,101ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total21111Total
Program Services21111ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total91911Total
Program Services20220ProgramServices
Management And General37684ManagementAndGeneral
Fundraising34007Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total417682Total
Program Services209097ProgramServices
Management And General99906ManagementAndGeneral
Fundraising108679Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total12376Total
Program Services5569ProgramServices
Management And General3341ManagementAndGeneral
Fundraising3466Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total62896Total
Program Services28304ProgramServices
Management And General16982ManagementAndGeneral
Fundraising17610Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total41157Total
Program Services18521ProgramServices
Management And General11112ManagementAndGeneral
Fundraising11524Fundraising

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total92290Total
Fundraising92290Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total20150Total
Program Services8168ProgramServices
Management And General3018ManagementAndGeneral
Fundraising8964Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total56014Total
Program Services25260ProgramServices
Management And General2382ManagementAndGeneral
Fundraising28372Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total60236Total
Program Services26126ProgramServices
Management And General15675ManagementAndGeneral
Fundraising18435Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total15594Total
Program Services6780ProgramServices
Management And General1505ManagementAndGeneral
Fundraising7309Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total24130Total
Program Services18058ProgramServices
Management And General575ManagementAndGeneral
Fundraising5497Fundraising

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total823639Total
Program Services823639ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total9878Total
Program Services4444ProgramServices
Management And General2667ManagementAndGeneral
Fundraising2767Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
BANK CHARGES/MISC FEES423414525296034856
FURNITURE AND EQUIPMENT7211324519472019
PROFESSIONAL DEVELOPMENT39392934397608
PRIZES/PROMOTIONAL ITEMS37492061401648

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total4554Total
Program Services1484ProgramServices
Management And General651ManagementAndGeneral
Fundraising2419Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1810858Total
Program Services1229546ProgramServices
Management And General200842ManagementAndGeneral
Fundraising380470Fundraising
FieldValueIRS element (for citing)
Joint CostsXJointCosts

Total Joint Costs TotalJointCosts

FieldValueIRS element (for citing)
Total10520Total
Program Services1247ProgramServices
Fundraising9273Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY569227BOY
EOY235572EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY293500BOY
EOY212445EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY211640BOY
EOY100425EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY11928BOY
EOY18488EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis92576LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec70976LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY31478BOY
EOY21600EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY528114BOY
EOY436646EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1645887BOY
EOY1025176EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY159252BOY
EOY189150EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY7745BOY
EOY32000EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY369683BOY
EOY5255EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY536680BOY
EOY226405EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY815707BOY
EOY587016EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY293500BOY
EOY211755EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1109207BOY
EOY798771EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1645887BOY
EOY1025176EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-319037ReconcilationRevenueExpenses
Reconciliation Unrealized Invest8601ReconciliationUnrealizedInvest
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1470984CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2065682CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2267987CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2051806CurrentTaxYearMinus1Year
Current Tax Year1385728CurrentTaxYear
Total9242187Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1470984CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2065682CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2267987CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2051806CurrentTaxYearMinus1Year
Current Tax Year1385728CurrentTaxYear
Total9242187Total
FieldValueIRS element (for citing)
Public Support Total1709242187PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years23439CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years6403CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1315CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year14627CurrentTaxYearMinus1Year
Current Tax Year14287CurrentTaxYear
Total60071Total
FieldValueIRS element (for citing)
Total Support9302258TotalSupport
Gross Receipts From Admissions Etc259105GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.99350PublicSupportPertcentage170
Public Support Pertcent Prior Year0.99100PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteerstrueVolunteers
Paid Staff Or ManagementtruePaidStaffOrManagement
Media AdvertisementsfalseMediaAdvertisements
Mailings MembersfalseMailingsMembers
Publications Or BroadcastfalsePublicationsOrBroadcast
Grants Other OrganizationsfalseGrantsOtherOrganizations
Direct Contact LegislatorstrueDirectContactLegislators
Direct Contact Legislators$10,258DirectContactLegislatorsAmount
Rallies DemonstrationsfalseRalliesDemonstrations
Other ActivitiesfalseOtherActivities
Total Lobbying Expenditures IIB10258TotalLobbyingExpendituresIIB
Not Described In501c3falseNotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
Return ReferenceSCHEDULE C, PART II-B, LINE 1ReturnReference
ExplanationTRAVEL, 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 8,879 STATE TRAVEL FOR DIRECT CONTACT WITH LEGISLATORS: TRAVEL 58 TRAVEL (INCLUDING AIRLINE TICKETS & GROUND TRANSPORTATION) 536 LODGING & MEALS 335 CONVENTION/SEMINAR REGISTRATION FEES 450 TOTAL 10,258Explanation

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis585OtherCostOrOtherBasis
Depreciation146Depreciation
Book Value439BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis91991OtherCostOrOtherBasis
Depreciation70830Depreciation
Book Value21161BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings21600TotalOfBookValueLandBuildings

Other Assets OtherAssets (2 entries)

DescriptionDescriptionBook ValueBookValue
INTEREST IN NATIONAL CHAPTERS436646
POOLED INVESTMENTS
FieldValueIRS element (for citing)
Total Book Value Other Assets436646TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
DUE TO NATIONAL MULTIPLE SCELEROSIS:$5,255
LOANS, ADVANCES, SUPPLIES, AND
INCOME ALLOCATION
FieldValueIRS element (for citing)
Total Of Amounts5255TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt1463132TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments8601NetUnrealizedGainsInvestments
Revenue Not Rptd F9908601RevenueNotRptdF990
Revenue Subtotal1454531RevenueSubtotal
Other Revenues Not Included37290OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt37290RevenueNotRptdOnFinStmt
Total Revenue Per Form9901491821TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt1773568TotExpensesEtcAuditedFinclStmt
Other Expenses Included-37290OtherExpensesIncluded
Expenses Not Rptd F990-37290ExpensesNotRptdF990
Expenses Subtotal1810858ExpensesSubtotal
Total Expenses Per Form9901810858TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
LIABILITY UNDER FIN 48 FOOTNOTESCHEDULE D, PAGE 3, PART XSOCIETY 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
REVENUE AMOUNTS INCLUDED ON RETURN - OTHERSCHEDULE D, PAGE 4, PART XI, LINE 4BRETAINED BY GOOD 2 GO 37,290
EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHERSCHEDULE D, PAGE 4, PART XII, LINE 2DRETAINED BY GOOD TO GO -37,290

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Special Fundraising EventsXSpecialFundraisingEvents
Agreement Ref FundraisingtrueAgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation (2 entries)

Name Of IndividualNameOfIndividualAddress Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeActivityActivityFundraiser Control Of FundsFundraiserControlOfFundsGross ReceiptsGrossReceiptsAmount Retained By ContractorAmountRetainedByContractorNet To OrganizationNetToOrganization
EVENT 360 INC205 N MICHIGAN AVECHICAGOIL60601EVENT PLANfalse1457895500090789
GOOD 2 GO EVENT MGMT INC1718 KENNEDY POINT STE 1008OVIEDOFL32765EVENT LOGIfalse37290-37290
FieldValueIRS element (for citing)
Total Gross Receipts145789TotalGrossReceipts
Total Retained By Contractors92290TotalRetainedByContractors
Total Net To Organization53499TotalNetToOrganization
Licensed StatesFLLicensedStates

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1BIKE MSNameOfEvent1
Gross Receipts Event11020088GrossReceiptsEvent1
Charitable Contributions Event1864319CharitableContributionsEvent1
Gross Revenue Event1155769GrossRevenueEvent1
Non Cash Prizes Event137881NonCashPrizesEvent1
Rent Facility Costs Event115050RentFacilityCostsEvent1
Food And Beverage Event128784FoodAndBeverageEvent1
Entertainment Event18752EntertainmentEvent1
Other Direct Expenses Event153938OtherDirectExpensesEvent1
Name Of Event2WALK MSNameOfEvent2
Gross Receipts Event2212642GrossReceiptsEvent2
Charitable Contributions Event2178963CharitableContributionsEvent2
Gross Revenue Event233679GrossRevenueEvent2
Non Cash Prizes Event23718NonCashPrizesEvent2
Rent Facility Costs Event2785RentFacilityCostsEvent2
Food And Beverage Event2730FoodAndBeverageEvent2
Entertainment Event21677EntertainmentEvent2
Other Direct Expenses Event212829OtherDirectExpensesEvent2
Total Number Of Other Events5TotalNumberOfOtherEvents
Gross Receipts Other Events217893GrossReceiptsOtherEvents
Charitable Contrib Other Events166297CharitableContribOtherEvents
Gross Revenue Other Events51596GrossRevenueOtherEvents
Non Cash Prizes Other Events907NonCashPrizesOtherEvents
Rent Facility Costs Other Events2550RentFacilityCostsOtherEvents
Food And Beverage Other Events14183FoodAndBeverageOtherEvents
Entertainment Other Events12EntertainmentOtherEvents
Other Direct Expenses Other Events4317OtherDirectExpensesOtherEvents
Gross Receipts Total1450623GrossReceiptsTotal
Charitable Contributions Total1209579CharitableContributionsTotal
Gross Revenue Total Events241044GrossRevenueTotalEvents
Non Cash Prizes Total Events42506NonCashPrizesTotalEvents
Rent Facility Costs Total Events18385RentFacilityCostsTotalEvents
Food And Beverage Total Events43697FoodAndBeverageTotalEvents
Entertainment Total Events10441EntertainmentTotalEvents
Other Direct Expenses Total Events71084OtherDirectExpensesTotalEvents
Direct Expense Summary Events186113DirectExpenseSummaryEvents
Net Income Summary54931NetIncomeSummary

Form990 Schedule G Part IV Form990ScheduleGPartIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
FUNDRAISING VS REIMBURSEMENT EXPLANATIONSCHEDULE G PAGE 1 PART I LINE 2B COLUMN VGOOD 2 GO EVENT MGMT INC LOGISTICS SUPPORT FOR BIKE MS
EVENT 360 INC BASED OUT OF CHICAGO IL PROVIDED FUNDRAISING EVENT MANAGEMENT AND CONSULTATION SERVICES FOR THE SOCIETYS MUCKFEST MS EVENT THE CHAPTER MAINTAINED POSSESSION OF 90789 IN CONTRIBUTIONS RAISED FOR THE EVENT AS AGREED UPON EVENT 360 INC RECEIVED 55000 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

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantDFA FOR PEOPLE WITH MSTypeOfGrant
Number Of Recipients34NumberOfRecipients
Amount Of Cash Grant21111AmountOfCashGrant
Description Of Non Cash AssistanceSEE PART IVDescriptionOfNonCashAssistance

Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATESSCHEDULE I, PAGE 1, PART I, LINE 2PROCEDURES 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
ADDITIONAL INFORMATIONSCHEDULE I, PAGE 4, PART IVSCHEDULE 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.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ALL OTHER ACCOMPLISHMENT DESCRIPTIONFORM 990, PAGE 2, PART III, LINE 4DPUBLIC 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. (TOTAL EXPENSES OF 98,584) 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. (TOTAL EXPENSES OF 91,402) 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. (TOTAL EXPENSES OF 37,196)
CLASSES OF MEMBERS OR STOCKHOLDERSFORM 990, PAGE 6, PART VI, LINE 6CHAPTER 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.
ELECTION OF MEMBERS AND THEIR RIGHTSFORM 990, PAGE 6, PART VI, LINE 7ACHAPTER 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.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990FORM 990, PAGE 6, PART VI, LINE 11BTHE 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.
ENFORCEMENT OF CONFLICTS POLICYFORM 990, PAGE 6, PART VI, LINE 12CON AN ANNUAL BASIS, THE AUDIT COMMITTEE REVIEWS THE CONFLICT OF INTEREST FORMS FILED 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 SUBJECT TO COMPETITIVE BIDDING. AT THE CURRENT TIME, NO POTENTIAL CONFLICTS OF INTEREST HAVE BEEN INDENTIFIED.
COMPENSATION PROCESS FOR TOP OFFICIALFORM 990, PAGE 6, PART VI, LINE 15AA 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.
COMPENSATION PROCESS FOR OFFICERSFORM 990, PAGE 6, PART VI, LINE 15BA 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.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATIONFORM 990, PAGE 6, PART VI, LINE 19THE 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. AND WILL ALSO BE PROVIDED IN A HARD COPY FORMAT UPON REQUEST. THE BOOKS AND RECORDS OF THE CHAPTER ARE LOCATED AT 4237 SALISBURY ROAD, SUITE 406, JACKSONVILLE, FL 32216, 904-332-6810, IN CARE OF SUZANNE TODD, VICE PRESIDENT OF FINANCE.

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