2014-03-26T17:49:37-05:00 2013-09-30 STEVENS POWELL & COMPANY PA 8382 BAYMEADOWS RD STE 2 JACKSONVILLE FL 32256 990 2012-10-01 596167728 NATIONAL MULTIPLE SCLEROSIS SOCIETY NORTH FLORIDA CHAPTER NATI 9043326810 4237 SALISBURY ROAD BLDG 4 ST 406 ROOM/SUITE 406 JACKSONVILLE FL 32216 CORRINA STEIGER 9043326810 2014-03-26 true JOHN P STEVENS CPA 9044489791 2014-03-26 2012 2015-11-30 17:44:51Z CORRINA STEIGER 4237 SALISBURY RD BLDG 4 JACKSONVILLE FL 32216 1722972 false X WWW.NATIONALMSSOCIETY.ORG/FLN X 1973 FL 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. 27 27 13 290 0 2051806 1385728 5590 18061 -1131 33101 -190638 54931 1865627 1491821 51896 21111 0 749761 626022 92290 380470 1116465 1071435 1918122 1810858 -52495 -319037 1645887 1025176 536680 226405 1109207 798771 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. false false 461238 RESEARCH 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. 362401 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. 178725 21111 3894 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. 227182 14167 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. (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) 227182 14167 1229546 true true false true false false false false false false true false false true true true true false false false false false false true true false false false true false false false false false false false false false false false false false false false false false false true 11 0 true 13 true false false false false false true true false false false false X 27 27 false false false false true true false true true false false true true true true true true true true false FL X X SUZANNE TODD VP FINANCE 9043326810 4237 SALISBURY RD BLD 4 406 JACKSONVILLE FL 32216 JEFF LOTT 2.50 X 0 0 0 JAMES CHIPPS 2.50 X 0 0 0 JULIA EDMONSTON 2.50 X X 0 0 0 KEVIN FLANIGAN 2.50 X X 0 0 0 JANE ESTES 2.50 X 0 0 0 MITCHELL OWENS 2.50 X 0 0 0 DAN BAKER 2.50 X 0 0 0 MICHAEL AMMIANO 2.50 X X 0 0 0 ANDY BRAGG 2.50 X 0 0 0 IRIS YOUNG 2.50 X 0 0 0 LISA HATHAWAY 2.50 X 0 0 0 DANIEL GLOD JR 2.50 X 0 0 0 MARGEE MICHAELIS 2.50 X 0 0 0 ERIK HENDERSON 2.50 X 0 0 0 WALT PFEIL 2.50 X 0 0 0 BRUCE REID 2.50 X 0 0 0 TOM SNYDER MD 2.50 X 0 0 0 WALTER STEELE 2.50 X 0 0 0 HAROLD TOOL 2.50 X X 0 0 0 JOHN TYRRELL 2.50 X 0 0 0 TOM WADE 2.50 X 0 0 0 HOWARD HALLE 2.50 X 0 0 0 MARC JACKSON 2.50 X 0 0 0 DONALD HORNER III 2.50 X 0 0 0 KEITH LECHWAR 2.50 X 0 0 0 PETE MITCHELL 2.50 X 0 0 0 KALINA SANDERS MD 2.50 X 0 0 0 CORRINA STEIGER 50.00 X 89780 0 9818 89780 9818 false false false 1209579 176149 5559 1385728 ADVOCACY INCOME 14167 14167 STEPPING STONES 2614 2614 PROGRAM SERVICE REVENUE 1030 1030 WOMENS RETREAT 250 250 18061 14287 14287 63852 45038 18814 18814 18814 241044 1209579 186113 54931 1491821 18061 33101 21111 21111 91911 20220 37684 34007 417682 209097 99906 108679 12376 5569 3341 3466 62896 28304 16982 17610 41157 18521 11112 11524 92290 92290 20150 8168 3018 8964 56014 25260 2382 28372 60236 26126 15675 18435 15594 6780 1505 7309 24130 18058 575 5497 823639 823639 9878 4444 2667 2767 BANK CHARGES/MISC FEES 42341 4525 2960 34856 FURNITURE AND EQUIPMENT 7211 3245 1947 2019 PROFESSIONAL DEVELOPMENT 3939 2934 397 608 PRIZES/PROMOTIONAL ITEMS 3749 2061 40 1648 4554 1484 651 2419 1810858 1229546 200842 380470 X 10520 1247 9273 569227 235572 293500 212445 211640 100425 11928 18488 92576 70976 31478 21600 528114 436646 1645887 1025176 159252 189150 7745 32000 369683 5255 536680 226405 X 815707 587016 293500 211755 1109207 798771 1645887 1025176 -319037 8601 X false true X true false X 1470984 2065682 2267987 2051806 1385728 9242187 1470984 2065682 2267987 2051806 1385728 9242187 9242187 23439 6403 1315 14627 14287 60071 9302258 259105 0.99350 0.99100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false false false false true 10258 false false 10258 false SCHEDULE C, PART II-B, LINE 1 TRAVEL, 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 10,258 585 146 439 91991 70830 21161 21600 INTEREST IN NATIONAL CHAPTERS 436646 POOLED INVESTMENTS 436646 DUE TO NATIONAL MULTIPLE SCELEROSIS: 5255 LOANS, ADVANCES, SUPPLIES, AND INCOME ALLOCATION 5255 X 1463132 8601 8601 1454531 37290 37290 1491821 1773568 -37290 -37290 1810858 1810858 LIABILITY UNDER FIN 48 FOOTNOTE SCHEDULE D, PAGE 3, PART X 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 REVENUE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 4B RETAINED BY GOOD 2 GO 37,290 EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 2D RETAINED BY GOOD TO GO -37,290 X X X X X X true EVENT 360 INC 205 N MICHIGAN AVE CHICAGO IL 60601 EVENT PLAN false 145789 55000 90789 GOOD 2 GO EVENT MGMT INC 1718 KENNEDY POINT STE 1008 OVIEDO FL 32765 EVENT LOGI false 37290 -37290 145789 92290 53499 FL BIKE MS 1020088 864319 155769 37881 15050 28784 8752 53938 WALK MS 212642 178963 33679 3718 785 730 1677 12829 5 217893 166297 51596 907 2550 14183 12 4317 1450623 1209579 241044 42506 18385 43697 10441 71084 186113 54931 FUNDRAISING VS REIMBURSEMENT EXPLANATION SCHEDULE G PAGE 1 PART I LINE 2B COLUMN V GOOD 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 true DFA FOR PEOPLE WITH MS 34 21111 SEE PART IV PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES SCHEDULE I, PAGE 1, PART I, LINE 2 PROCEDURES 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 INFORMATION SCHEDULE I, PAGE 4, PART IV SCHEDULE 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. ALL OTHER ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4D 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. (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 STOCKHOLDERS FORM 990, PAGE 6, PART VI, 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. ELECTION OF MEMBERS AND THEIR RIGHTS FORM 990, PAGE 6, PART VI, 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. ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B THE 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 POLICY FORM 990, PAGE 6, PART VI, LINE 12C ON 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 OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A 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. COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B 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. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 THE 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.