2014-03-31T18:50:12-05:00 2013-09-30 770051130 ABBOTT STRINGHAM & LYNCH 1550 LEIGH AVE SAN JOSE CA 95125 990 2012-10-01 941294935 NATIONAL MULTIPLE SCLEROSIS SOCIETY NORTHERN CALIFORNIA NATI 4152306678 1700 OWENS STREET NO 190 SAN FRANCISCO CA 94158 JANELLE DEL CARLO 4152306678 2014-03-25 1 SHEBA B DALANEY P00351252 4083778700 2014-03-25 2012 2015-11-30 17:44:51Z JANELLE DEL CARLO 1700 OWENS STREET NO 190 SAN FRANCISCO CA 94158 5502460 0 1048 X WWW.NATIONALMSSOCIETY.ORG/CAN X 1954 CA OUR VISION IS A WORLD FREE OF MS. 23 22 31 1635 0 0 5356713 5496608 6790 5364 191 140 -282378 -462488 5081316 5039624 112887 107167 0 0 1666004 1672164 0 0 762184 3066563 3202905 4845454 4982236 235862 57388 2990284 3133632 525011 610979 2465273 2522653 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 1127523 RESEARCH -TO MOVE US CLOSER TO A WORLD FREE OF MS, IN 2013, THE NORTHERN CALIFORNIA 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. 816435 107167 5364 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. 810223 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. 547196 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. 592017 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. 147386 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. 1286599 4040780 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 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 42 0 31 1 0 0 0 0 0 1 1 1 0 1 0 X 23 22 0 0 0 0 1 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X JAMES WILSON 3036986194 900 BROADWAY 200 DENVER CO 80209 ANGELA E LAI 2.00 X 0 0 0 KATHERINE BOCK 2.00 X X 0 0 0 DAVID LARSON 2.00 X X 0 0 0 THOMAS GALIZIA 2.00 X 0 0 0 LAURA BLACK 2.00 X 0 0 0 NATALIE L BRISBIN 1.00 X 0 0 0 NANCY BYL 1.00 X 0 0 0 JONAH CHAN 1.00 X 0 0 0 C BUDD COLBY 1.00 X 0 0 0 ELIZABETH CRABTREE-HARTMAN 1.00 X 0 0 0 ANTHONY DELIZZA 1.00 X 0 0 0 MICHELLE DENNEDY 1.00 X 0 0 0 MATT FRINZI 1.00 X 0 0 0 HEATHER FARGO 1.00 X 0 0 0 DOUGLAS S GOODIN 1.00 X 0 0 0 DAVID R HULTMAN 1.00 X 0 0 0 H PENNY KNUFF 1.00 X 0 0 0 DOUG RICHARDSON 2.00 X 0 0 0 CHUCK ROBBINS 1.00 X 0 0 0 JOHN A SCHAFER 1.00 X 0 0 0 DAN STOKES 1.00 X 0 0 0 JAY THAYER 1.00 X 0 0 0 DAVID KORN 1.00 X 0 0 0 WARREN KIST 1.00 X 0 0 0 GARY RYNESS 1.00 X 0 0 0 FILLMORE MARKS 1.00 X 0 0 0 JANELLE DEL CARLO 40.00 X 157581 0 11714 KATHIE WIDNER 40.00 X 110857 0 12897 268438 0 24611 3 1 1 0 0 11122 4048136 1437350 65530 5496608 PROGRAM SERVICE FEE 900099 5364 5364 5364 140 140 348 4048136 462836 -462488 -462488 5039624 5364 0 -462348 107167 107167 401772 302615 30454 68703 993835 748556 75333 169946 164334 123776 12457 28101 112223 84527 8506 19190 25501 11911 837 12753 23150 10813 760 11577 306009 142930 10043 153036 38702 18077 1270 19355 158685 97569 2663 58453 400447 301617 30354 68476 101245 53027 1116 47102 48821 44130 127 4564 1937746 1937746 38214 28783 2896 6535 MISCELLANEOUS 103619 11853 1005 90761 EQUIPMENT PURCHASES 18151 13671 1376 3104 DUES AND MEMBERSHIPS 2615 2012 75 528 4982236 4040780 179272 762184 2512087 2640060 226286 241290 95866 95755 252873 204027 86543 48846 69502 107681 2990284 3133632 499072 466701 4805 25939 139473 525011 610979 X 2417654 2431173 47619 91480 2465273 2522653 2990284 3133632 X 57388 -8 X 0 1 X 1 0 X 4075409 4394252 5170775 5356713 5496608 24493757 4075409 4394252 5170775 5356713 5496608 24493757 24493757 737 93 83 191 140 1244 500000 500000 24995001 0.97990 0.87840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 47304 1 1 0 1 4804 1 1934 0 1 24813 1 14411 1 7738 53700 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. 15000 15000 0 237873 189027 48846 48846 DUE TO NATIONAL MS SOCIETY 117173 DEFERRED RENT 20953 DUE TO CHAPTERS 1347 139473 X 5322666 283042 283042 5039624 0 5039624 5265286 283050 283050 4982236 0 4982236 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 FRANCHISE AND SAN FRANCISCO CITY INCOME TAXES. 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 RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC SECTION 740-10 IS EFFECTIVE FOR FISCAL YEARS BEGINNING AFTER DECEMBER 15, 2007. THE CHAPTER HAS NOT TAKEN ANY UNCERTAIN TAX POSITIONS THAT SHOULD BE ACCOUNTED FOR UNDER ASC SECTION 740-10. BENEFITS TO DONOR COSTS 426,836 MS BIKE RIDE 2433119 2432771 348 41527 39912 109694 2421 117492 MS WALK 1546245 1546245 51792 24758 20921 3404 45971 2 69120 69120 2987 1231 130 596 4048484 4048136 348 96306 65901 130615 5955 164059 462836 -462488 1 GRANTS ARE PROVIDED TO SUPPORT THE INDEPENDENCE, SAFETY, HEALTH AND QUALITY OF LIFE FOR PEOPLE AFFECTED BY MS, OFFERING GUIDANCE AND RESOURCES TO HELP CONTAIN THE FINANCIAL IMPACT OF MS. 165 107167 BOOK 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: 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. 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 JANELLE DEL CARLO 157581 0 0 0 0 0 0 0 11714 0 169295 0 0 0 KATHIE WIDNER 110857 0 0 0 0 0 0 0 12897 0 123754 0 0 0 X 21 18275 FMV X 2 6674 FMV X 34 45393 FMV X PRIZES FOR EVENTS 7 3118 FMV X SUPPLIES FOR EVENTS 4 1106 FMV 10 0 1 1 THIRD PARTY USE: PART I, LINE 32B: THE ORGANIZATION USES CAR PROGRAM INC. AS ITS EXPEDITER FOR VEHICLE DONATIONS AND SUBSEQUENT SALES OF THE VEHICLES. CAR PROGRAM, INC. 3755 OMEC CIRCLE, STE. 4 RANCHO CORDOVA, CA 95742 FORM 8282 FORM 990, PART V, LINE 7D THE ORGANIZATION WAS NOT AWARE OF THE FILING REQUIREMENTS FOR FORM 8282 DONEE INFORMATION RETURN UNTIL RECENTLY. DURING THE CURRENT YEAR THERE WERE 10 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 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: ROUNDING -8 -8.