2014-02-13T16:37:48-06:00 2013-09-30 MCCONNELL & JONES LLP 3040 POST OAK BLVD STE 1600 HOUSTON TX 770566574 990 2012-10-01 741266225 SOUTH CENTRAL CHAPTER OF THE NATIONAL MULTIPLE SCLEROSIS SOCIETY SOUT 7133942900 8111 N STADIUM DRIVE ROOM/SUITE 100 HOUSTON TX 77054 BILL KOVACH 7133942900 2014-02-10 true TENE THOMAS 7139681600 2014-02-10 2012 2015-11-30 17:44:51Z MARK NEAGLI 8111 N STADIUM DR STE 100 HOUSTON TX 77054 29857237 false X WWW.NATIONALMSSOCIETY.ORG X 1955 TX OUR VISION IS A WORLD FREE OF MS. 43 42 141 4738 0 25178914 26086243 13205 12363 8007 261 464289 197301 25664415 26296168 1163721 1080520 0 7949193 8574318 0 3730278 16623425 16205517 25736339 25860355 -71924 435813 8984356 9899495 2810334 3289660 6174022 6609835 X OUR VISION IS A WORLD FREE OF MS. false false 7443039 RESEARCH - TO MOVE US CLOSER TO A WORLD FREE OF MS, IN 2013, THE SOUTH CENTRAL 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 PROGESSIVE MS ALLIANCE, AND ACCELERATES COMMERCIAL DEVELOPMENT OF PROMISING RESEARCH DISCOVERIES, NEW MS THERAPIES AND RESEARCH TOOLS THROUGH FAST FORWARD. 4570531 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. 3341128 495520 12363 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. 4481931 585000 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. (EXPENSES 2,442,332) (GRANTS 585,000) 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 RECIEVE SOCIETY PUBLICATIONS, NEWSLETTERS AND MOMENTUM EACH YEAR. (1,328,368) 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. (711,231) 4481931 585000 19836629 true false false true false false false false false false true false false false false false true false false false false false false false true false false true true true false false false false false false false false true false false false false false false false false true 164 0 true 141 true false false false false false true true false false false false false false X 43 42 false false false false true true false true true false false true true true true true true true true false NM X X RICK DYSON 7133942972 811 NORTH STADIUM DRIVE SUITE 100 HOUSTON TX 77054 X BRAD ROBBINS 1.00 X 0 0 0 ERNEST JOHNSON 1.00 X X 0 0 0 DON MCCORMACK 1.00 X X 0 0 0 DAVID CARDER 1.00 X X 0 0 0 DAVIS BALDWIN 1.00 X 0 0 0 PATTI BARKER 1.00 X 0 0 0 WILLIAM BYERLEY 1.00 X 0 0 0 DOUG COY 1.00 X 0 0 0 LAURA DISTEFANO 1.00 X 0 0 0 LISA DOLLINGER 1.00 X 0 0 0 SCOTT DUGGINS 1.00 X 0 0 0 PACKY EVANS 1.00 X 0 0 0 MICHAEL S FAGAN 1.00 X 0 0 0 SCOTT GALANTE 1.00 X 0 0 0 AMY GUTIERREZ MD 1.00 X 0 0 0 TREVOR HALE PHD 1.00 X 0 0 0 JIM HARVEY 1.00 X 0 0 0 JANE HEIDINGSFELDER 1.00 X 0 0 0 STEPHEN K HIGH 1.00 X 0 0 0 GEORGE HUTTON MD 1.00 X 0 0 0 THOMAS G KRENTEL 1.00 X 0 0 0 JAMIE LATHROP 1.00 X 0 0 0 MELANIE LAWSON 1.00 X 0 0 0 DOUG LEVY 1.00 X 0 0 0 JIM MORRIS 1.00 X 0 0 0 BROOK MINX 1.00 X 0 0 0 MARISHA MOORE 1.00 X 0 0 0 MIKE MURPHY 1.00 X 0 0 0 MIKE PALAMONE 1.00 X 0 0 0 GABRIEL PARDO MD 1.00 X 0 0 0 MIMI PARSONS 1.00 X 0 0 0 JOHN PEARSON 1.00 X 0 0 0 DAVID PETERS 1.00 X 0 0 0 DONALD E PRITCHARD 1.00 X 0 0 0 DWIGHT RISKEY 1.00 X 0 0 0 CARLA ROSENBERG 1.00 X 0 0 0 JODI LEE RYAN 1.00 X 0 0 0 STEPHEN S SPEIER 1.00 X 0 0 0 AUSTIN J SUMNER MD 1.00 X 0 0 0 DAVID TABOR 1.00 X 0 0 0 LAURA VACCARO 1.00 X 0 0 0 JILL WASSERSTROM 1.00 X 0 0 0 MARK NEAGLI 40.00 X X 0 0 0 DEBBIE BURCHINAL-POPE 40.00 X 152802 0 13639 KIMBERLY SUITER 40.00 X 148973 0 13884 TONY RALF 40.00 X 116014 0 20440 KELLI DREILING 40.00 X 108958 0 28982 JUDY MASSEY 40.00 X 103888 0 12232 ELAINE LISERIO 40.00 X 102825 0 21192 733460 110369 7 false true false PROMOTER LINE INC 4218 GATEWAY DRIVE SUITE 140 COLLEYVILLE TX 76034 PROMOTION 123010 WHITE OAK PLANTATION 17660 GEORGE ONEAL ROAD BATON ROUGE LA 70817 EVENTS 116470 2 60280 24322197 1703766 171351 26086243 REGISTRATION FEES 900099 12363 12363 12363 261 261 3752138 24322197 3561069 191069 SUBSIDIES 900099 5568 5568 OTHER 900099 664 664 6232 26296168 6232 12624 585000 585000 495520 495520 166441 108187 24966 33288 6342064 4089819 1157165 1095080 145536 99480 23288 22768 1408509 907696 265190 235623 511768 330398 93346 88024 29639 29639 895307 453804 51327 390176 448475 157358 45618 245499 821455 165916 331832 323707 367171 109143 42512 215516 431370 176492 30945 223933 12013570 12013570 104592 20920 41836 41836 BANK & CREDIT CARD CHARGE 676224 31520 37639 607065 FURNITURE & EQUIPMENT 131201 26312 52622 52267 TELEPHONE 100317 34256 33449 32612 SUPPLIES 98889 29447 28493 40949 87307 1791 3581 81935 25860355 19836629 2293448 3730278 626364 4657882 7271390 4014821 181412 108014 29053 31994 417884 650602 1782476 1346294 458253 436182 8984356 9899495 1068972 1479370 1735818 1810290 5544 2810334 3289660 X 5770783 6175762 403239 434073 6174022 6609835 8984356 9899495 435813 X false true X true false X 21067863 22075329 23146749 25178914 26086243 117555098 21067863 22075329 23146749 25178914 26086243 117555098 117555098 56659 17700 17940 8007 261 100567 11363 11363 6945 4725 8790 3911 6232 30603 117697631 3758370 0.99880 0.99690 X DESCRIPTION 2007 2008 2009 2010 2011 TOTAL INSURANCE PROCEEDS 4725 4690 9415 SUBSIDIES 5500 400 4100 3600 13600 UNEMPLOYMENT TAX REFUND 6545 311 6856 ------------------------------------------------------------------ TOTAL 5500 6945 4725 8790 3911 29,871 true true false false false false true 104784 false false 104784 false ADDITIONAL INFORMATION SCHEDULE C, PART IV PART I-A, LINE 1 - NO POLITICAL CAMPAIGN INVOLVEMENT OR EXPENDITURES WERE MADE. 703743 519468 184275 734061 594868 139193 344672 231958 112714 436182 26818757 522589 522589 26296168 26296168 26382944 522589 522589 25860355 25860355 BIKE MS 24044739 21014619 3030120 244713 83340 792679 41065 1972306 WALK MS 3133676 2564623 569053 57976 28824 35751 11305 157108 1 895920 742955 152965 18205 4000 94199 4250 15348 28074335 24322197 3752138 320894 116164 922629 56620 2144762 3561069 191069 true BAYLOR COLLEGE OF MEDICINE 6501 FANNIN STREET NB 100 HOUSTON TX 77030 741613878 501C3 100000 ACTUAL SEE SCHEDULE O LSU HEALTH SCIENCES CENTER - NEW ORLEANS 4333 BOLIVAR STREET 6TH FL NEW ORLEANS LA 70112 726087770 501C3 40000 ACTUAL SEE SCHEDULE O MS CLINIC OF CENTRAL TEXAS 16040 PARK VALLEY DRIVE B-100 ROUND ROCK TX 78681 742710396 N/A 75000 ACTUAL SEE SCHEDULE O MS CENTER OF SOUTH TEXAS 3603 PAESANOS PARKWAY SAN ANTONIO TX 78231 432076772 501C3 20000 ACTUAL SEE SCHEDULE O OCHSNER CLINIC FOUNDATION 4429 CLARA STREET SUITE 440 NEW ORLEANS LA 70115 720502505 501C3 40000 ACTUAL SEE SCHEDULE O OKLAHOMA MEDICAL RESEARCH FOUNDATIO 825 NE 13TH STREET OKLAHOMA CITY OK 73104 730580274 501C3 65000 ACTUAL SEE SCHEDULE O TEXAS CHILDREN'S HOSPITAL 6621 FANNIN STREET CC950 HOUSTON TX 77030 741100555 501C3 40000 ACTUAL SEE SCHEDULE O UNIVERSITY OF ARKANSAS FOR MEDICAL SCIENCE CENTER 4301 WEST MARKHAM STREET SLOT 500 LITTLE ROCK AR 72205 716046242 501C3 10000 ACTUAL SEE SCHEDULE O UNIVERSITY OF HOUSTON 4901 CALHOUN ROAD HOUSTON TX 77204 746001399 501C3 30000 ACTUAL SEE SCHEDULE O UNIVERSITY OF TEXAS HEALTH SCIENCE 6401 FANNIN STREET HOUSTON TX 77030 760459500 501C3 65000 ACTUAL SEE SCHEDULE O UNIVERSITY OF TX SW MED CENTER 5323 HARRY HINES BLVD DALLAS TX 75390 756002868 501C3 100000 ACTUAL SEE SCHEDULE O FINANCIAL ASSISTANCE 530 313520 ACTUAL SCHOLARSHIPS 135 182000 ACTUAL PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES SCHEDULE I, PAGE 1, PART I, LINE 2 EDUCATIONAL SCHOLARSHIP: AWARDS ARE GRANTED BASED ON FINANCIAL NEED, ACADEMIC RECORD, LEADERSHIP AND PARTICIPATING IN SCHOOL OR COMMUNITY ACTIVITIES, WORK EXPERIENCE, AN OUTSIDE APPRAISAL, GOALS AND ASPIRATIONS, SPECIAL CIRCUMSTANCES, AND AN ESSAY REGARDING THE IMPACT OF MS ON THEIR LIFE. FUNDING IS PROVIDED DIRECTLY TO THE ATTENDING UNIVERSITY OR COLLEGE. FINANCIAL ASSISTANCE: REQUIRES A COMPLETED APPLICATION FOR FINANCIAL ASSISTANCE EXPRESSING THE NATURE OF THE NEED, SUPPORTED BY DOCUMENTATION OF THE COST OF THE ITEM/SERVICE FOR WHICH THEY ARE SEEKING ASSISTANCE AND CONFIRMATION OF MS DIAGNOSIS. ALL FUNDS ARE PAID DIRECTLY TO VENDORS. X X X X X false false false false false false false false false DEBBIE BURCHINAL-POPE 152802 4959 8680 166441 KIMBERLY SUITER 148973 4594 9290 162857 X CONF & MEETINGS 11 151173 FAIR MARKET VALUE X PRINTING 5 20178 FAIR MARKET VALUE false true false ALL OTHER ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4D 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. (EXPENSES 2,442,332) (GRANTS 585,000) 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 RECIEVE SOCIETY PUBLICATIONS, NEWSLETTERS AND MOMENTUM EACH YEAR. (1,328,368) 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. (711,231) CLASSES OF MEMBERS OR STOCKHOLDERS FORM 990, PAGE 6, PART VI, LINE 6 MEMBERS. ELECTION OF MEMBERS AND THEIR RIGHTS FORM 990, PAGE 6, PART VI, LINE 7A MEMBERS HAVE AUTHORITY TO SELECT BOARD OF DIRECTORS. 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 FORM 990 AND ACCOMPANYING SCHEDULES IS PROVIDED TO THE ENTIRE BOARD WITH A PERIOD FOR PROVIDING COMMENTS, EDITS OR CORRECTIONS PRIOR TO SUBMISSION TO IRS. ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C ON AN ANNUAL BASIS, THE AUDIT COMMITTEE REVIEWS A REPORT PREPARED BY THE CFO THAT SUMMARIZES 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. COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A THE REGIONAL EXECUTIVE VICE PRESIDENT'S (REVP) PERFORMANCE IS EVALUATED ANNUALLY IN A JOINT REVIEW BY THE NATIONAL ORGANIZATION'S CEO OR HER DESIGNEE AND THE SOUTH CENTRAL CHAPTER'S BOARD OF TRUSTEES CHAIR. THE REVP'S COMPENSATION IS PAID BY THE NATIONAL ORGANIZATION. COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B THE NATIONAL ORGANIZATION PROVIDES EACH CHAPTER WITH COMPARABLE SALARY DATA FOR KEY POSITIONS AT NATIONAL MULTIPLE SCLEROSIS SOCIETY CHAPTERS AND OTHER VOLUNTARY HEALTH AGENCIES OF SIMILAR BUDGET SIZE(S) AND GEOGRAPHICAL LOCATION(S). IN ADDITION, THE REVP CONDUCTS PERFORMANCE EVALUATIONS FOR KEY EMPLOYEES THE OUTCOME OF WHICH IS SHARED WITH THE COMPENSATION COMMITTEE TO HELP INFORM THEIR DECISIONS ABOUT COMPENSATION. THE COMPENSATION COMMITTEE, WHICH IS COMPRISED OF AT LEAST THREE BUT NO MORE THAN SEVEN INDEPENDENT TRUSTEES, COLLABORATES WITH THE REVP TO DETERMINE COMPENSATION OF KEY EMPLOYEE. 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 FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE CHAPTER'S WEBSITE AND WILL ALSO BE PROVIDED IN A HARD COPY FORMAT UPON REQUEST.