2014-03-04T13:56:51-06:00 2013-09-30 311119890 Barnes Dennig & Co LTD 150 East Fourth Street Cincinnati OH 45202 990 2012-10-01 310569724 National Multiple Sclerosis Society Ohio Valley Chapter NATI 5137694400 4440 Lake Forest Drive No 120 Cincinnati OH 452423755 Edward M Rauen Jr 5137694400 2014-02-28 1 Paula Hume P00537516 5132418313 2012 2015-11-30 17:44:51Z Edward M Rauen Jr 4440 Lake Forest Drive No 120 Cincinnati OH 452423755 1969004 0 1048 X www.nationalmssociety.org/ohg X 1952 OH Our vision is a world free of MS. 19 18 13 508 0 0 1666814 1786793 0 0 1775 475 -291898 -125132 1376691 1662136 338620 73165 0 0 728127 723875 0 0 156458 572050 839548 1638797 1636588 -262106 25548 426268 503010 87884 139078 338384 363932 X We mobilize people and resources to drive research for a cure and to address the challenges of everyone affected by MS. 0 0 318876 ResearchTo move us closer to a world free of MS, in 2013, the Ohio Valley 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. 333552 Client ServicesAn 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. 252885 Community ServicesThe 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. 478575 73165 Public EducationThere 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.Society ActivitiesCosts 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.Professional Education and TrainingActivities 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. 478575 73165 1383888 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 8 0 1 13 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 19 18 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH KY X X Michelle MacCracken CPA 5137694440 4440 Lake Forest Drive Suite 120 Cincinnati OH 45242 Alan Jacobs 1.00 X 0 0 0 Bob Wylly 1.00 X 0 0 0 Carol Beirne 1.00 X 0 0 0 Jeff Carter 1.00 X 0 0 0 Jim Murphy 1.00 X 0 0 0 Julie Stewart 1.00 X 0 0 0 Lockwood Zaring 1.00 X 0 0 0 Mike Barron 1.00 X 0 0 0 Mike Freiburg 1.00 X 0 0 0 Wayne Box Miller 1.00 X 0 0 0 Haley Titus-Mitchell 1.00 X 0 0 0 Jim Ruehlmann 0.00 X 0 0 0 Joel Roediger 1.00 X 0 0 0 Maria Melanson 1.00 X 0 0 0 Bridget Hoffman 2.00 X 0 0 0 Sean Fullen 2.00 X 0 0 0 Shelia Becker 2.00 X X 0 0 0 Mark Smith 2.00 X X 0 0 0 Denise Sparks 2.00 X X 0 0 0 Andy Walter 2.00 X X 0 0 0 Kim Deaton 35.00 X X 99634 0 9550 Edward M Rauen Jr 35.00 X X 0 0 0 99634 0 9550 0 0 0 0 0 1342614 444179 38258 1786793 475 475 180788 1342614 306868 -126080 -126080 Annual Dinner 900099 948 948 948 1662136 0 0 -124657 73165 73165 109185 43674 21837 43674 514780 439390 16938 58452 11229 8758 674 1797 35694 31470 804 3420 52987 41330 3179 8478 12922 11024 552 1346 60966 52013 2602 6351 17704 13388 894 3422 97495 76046 5850 15599 19459 10355 417 8687 3955 2101 49 1805 569422 569422 5651 4408 339 904 Settlement Loss 41587 41587 Miscellaneous Expense 6789 4411 339 2039 Dues and Memberships 3566 2901 181 484 Prizes and promotional 32 32 0 1636588 1383888 96242 156458 X 308751 317381 84166 114762 1254 16188 51547 38134 0 13413 32097 41266 426268 503010 80939 133739 280 1261 6665 4078 87884 139078 X 314471 332471 23913 31461 338384 363932 426268 503010 25548 0 X X 0 1 X 1 0 X 1663290 1692360 1472138 1685822 1633976 8147586 1663290 1692360 1472138 1685822 1633976 8147586 754633 7392953 3918 2286 2307 1775 475 10761 948 948 8159295 0.90610 0.96240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 13283 0 0 13283 0 Explanation of Lobbying Activities: Part II-B, Line 1: The Ohio Valley Chapter, in partnership with the Ohio Buckeye Chapter, employs an individual whose responsibilities include consolidating information for disbursement to other MS chapters in Ohio and the general public on current issues and legislation that could affect people with MS. 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. 51547 38134 13413 13413 Contribution receivable - long term 24642 Rent deposit 7752 Due from other chapters 8872 41266 Due to National Multiple Sclerosis Society 4078 4078 X 1824750 67576 67576 1757174 -95038 -95038 1662136 1799202 67576 95038 162614 1636588 0 1636588 Description of Uncertain Tax Positions Under FIN 48: Part X, Line 2: 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. Part XI, Line 4b - Other Adjustments: Other Direct Special Event Costs -95,038. Part XII, Line 2d - Other Adjustments: Other Direct Special Event Costs 95,038. X X X X X X 1 Event 360 Inc 205 N Michigan Chicago IL 60601 MuckFest 0 61800 55000 6800 61800 55000 6800 Bike MS 638947 574768 64179 23943 24000 18457 6178 41217 Walk MS 605330 628984 -23654 19210 2267 17076 1249 35804 4 279125 138862 140263 6523 155 39046 0 71743 1523402 1342614 180788 49676 26422 74579 7427 148764 306868 -126080 Explanation of Fundraising Payments Schedule G, Part I, Line 2b, Column (v) Event 360, Inc., based out of Chicago, provided fundraising event management and consultation services for the Societys MuckFest MS event. The chapter maintained possession of $57,447 in contributions raised for the event. As agreed upon, Event 360, Inc. received $55,000 for the event management and consultation services. 1 Utilities 20 7257 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. Transportation 2 168 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. Rehab Evals/Services 2 524 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. Other Assistance 19 8486 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. Moving 1 494 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. Housing Expenses 20 8743 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. Home Modifications 5 3672 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. Durable Medical Equipment 17 5833 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. Critical ST Needs 9 3084 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. Counseling 10 1342 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. FHLB 5 32562 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. Scholarship 1 1000 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: 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 applicants diagnosis with MS is also confirmed. Annual spending caps are established and monitored to maximize the number of individuals receiving assistance. X 5 13008 FMV X 7 25250 Cost 0 0 1 0 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. Form 990, Part VI, Section A, line 7a 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 Audit Committee Chairperson reviews the Form 990 before it is filed and then a copy is provided to the Audit Committee to review and approve. The Board is given a copy of the draft prior to filing. 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. 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 and will also be provided in a hard copy format upon request. The books and records of the organization are located at National Multiple Sclerosis Society Ohio Valley Chapter, c/o Michelle MacCracken, CPA, 4440 Lake Forest Drive Suite 120, Cincinnati, OH 45242, 513-769-4440. Form 990, Part XI, Line 2c: No change from prior year. Audit committee assumes responsibility for oversight of the audit of financial statements and selection of an independent auditor.