2014-03-27T18:50:58-05:00 2013-09-30 362938874 OSTROW REISIN BERK & ABRAMS LTD 455 N CITYFRONT PLAZA DRIVE SUITE 1500 CHICAGO IL 606115313 990 2012-10-01 362249887 NATIONAL MULTIPLE SCLEROSIS SOCIETY GREATER ILLINOIS CHAPTER NATI 3124214500 525 WMONROE STREET NO 900 CHICAGO IL 60661 JOHN BLAZEK 3124214500 2014-03-13 1 KENNETH L TORNHEIM P00079651 3126707444 2012 2015-11-30 17:44:51Z JOHN BLAZEK 525 WMONROE STREET NO 900 CHICAGO IL 60661 8918836 0 1048 X WWW.MSILLINOIS.ORG X 1953 IL OUR VISION IS A WORLD FREE OF MS 27 26 44 1422 0 0 6830688 8682821 1630 1671 2092 951 -613994 -608029 6220416 8077414 170290 147721 0 0 2004985 2120932 0 0 1166842 4026666 4362479 6201941 6631132 18475 1446282 3004877 4733378 1578053 1860272 1426824 2873106 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 2623666 1671 RESEARCH - TO MOVE US CLOSER TO A WORLD FREE OF MS, IN 2013, THE GREATER ILLINOIS 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. 1175435 147721 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. 657999 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. 668351 OTHER NATIONAL PROGRAMS - INCLUDES THE COSTS ASSOCIATED WITH FUNDING COMMUNITY SERVICE PROGRAMS AND PROFESSIONAL EDUCATION AND TRAINING CONDUCTED BY THE NATIONAL ORGANIZATION FOR THE BENEFIT OF INDIVIDUALS LIVING WITH MULTIPLE SCLEROSIS. 668351 5125451 1 1 0 1 0 0 0 0 0 1 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 43 0 44 1 0 0 0 0 0 1 1 0 0 0 0 X 27 26 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X MARLENE PAGAN 3124214500 525 WEST MONROE SUITE 900 CHICAGO IL 60661 SEAN GALLAGHER 1.00 X X 0 0 0 CHAD SMITH 1.00 X X 0 0 0 JAMES MCQUEEN III 1.00 X X 0 0 0 MIKE SHELTON 1.00 X X 0 0 0 JOHN BLAZEK 55.00 X X 152879 0 5949 KIM ALBIN 1.00 X 0 0 0 MATT ANDRESEN 1.00 X 0 0 0 RON BERNSTEIN 1.00 X 0 0 0 SCOTT BUCKLEY 1.00 X 0 0 0 CHARLES CONNORS SR 1.00 X 0 0 0 ELLEN CRAWLEY 1.00 X 0 0 0 ELIZABETH FORSTNEGER 1.00 X 0 0 0 BILL GILLISPIE JR 1.00 X 0 0 0 EMILY GREENBERG 1.00 X 0 0 0 JUNE GOLIN 1.00 X 0 0 0 GUILLERMO HERRERA 1.00 X 0 0 0 MAUREEN LINEHAN HOWARD 1.00 X 0 0 0 BRIAN LEDEBUHR 1.00 X 0 0 0 DAVE PEREZ 1.00 X 0 0 0 DAVID RESNICK 1.00 X 0 0 0 BRIAN ROOT 1.00 X 0 0 0 STEVEN SHAPIRO 1.00 X 0 0 0 JOSEPH SIOK 1.00 X 0 0 0 YOLANDA TREIGUTS 1.00 X 0 0 0 MARY JO VIERO 1.00 X 0 0 0 JOSEPH WEIL 1.00 X 0 0 0 JEFFREY WESSEL 1.00 X 0 0 0 152879 0 5949 1 0 1 0 0 6193339 2489482 73240 8682821 CLIENT FEES 900099 1671 1671 1671 519 519 37015 0 37015 37015 37015 39940 39508 432 432 432 156870 6193339 801914 -645044 -645044 8077414 1671 0 -607078 147721 147721 173156 86578 43289 43289 1560993 1094164 150334 316495 217313 149375 23184 44754 169470 115511 18828 35131 323505 139526 10559 173420 396579 181303 18245 197031 522368 350596 57147 114625 76212 48929 940 26343 104310 90259 506 13545 2623666 2623666 60358 41140 6706 12512 MISCELLANEOUS EXPENSES 255481 56683 9101 189697 6631132 5125451 338839 1166842 X 10124 1236 0 8888 2337437 3596830 274650 817056 91373 86542 687538 454588 301417 232950 3004877 4733378 240029 377776 242999 502985 1095025 979511 1578053 1860272 X 511559 2445623 545265 57483 370000 370000 1426824 2873106 3004877 4733378 1446282 0 X 0 1 X 1 0 X 7462539 6987737 7556744 6784615 8682821 37474456 7462539 6987737 7556744 6784615 8682821 37474456 37474456 61001 12553 13637 43876 37534 168601 5550 14439 10492 30481 37673538 722480 0.99470 0.99200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 0 0 1 30977 0 0 30977 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: IN 2013, THE GREATER ILLINOIS CHAPTER DID NOT UTILIZE THE SERVICES OF A CONTRACT LOBBYIST. HOWEVER, THE CHAPTER'S PUBLIC POLICY MANAGER, SCOTT BELSKY, DID REGISTER WITH THE SECRETARY OF STATE'S OFFICE TO BE A REGISTERED LOBBYIST IN ORDER TO ADHERE TO STATE LAW THAT REQUIRES ANYONE PAID BY AN ORGANIZATION WHO SEEKS TO INFLUENCE POLICY ON BEHALF OF THAT ORGANIZATION BE REGISTERED AS SUCH. IN THIS CAPACITY, THE NATIONAL MULTIPLE SCLEROSIS SOCIETY, GREATER ILLINOIS CHAPTER DID PAY THE $600 ANNUAL LOBBYIST REGISTRATION FEE TO THE SECRETARY OF STATE'S OFFICE IN APRIL 2013. NO OTHER LOBBYING EXPENSES WERE ACCRUED DURING THE 2013 CALENDAR YEAR, AND ALL NECESSARY BI-WEEKLY AND MONTHLY FILINGS WERE COMPLETED ONLINE WITH THEIR OFFICE. IN HIS ROLE WITH THE CHAPTER, SCOTT WORKED CLOSELY WITH THE BOARD'S GOVERNMENT RELATIONS COMMITTEE AND THE SOCIETY'S NATIONAL OFFICE TO DETERMINE PRIORITY STATEWIDE LEGISLATIVE ISSUES TO PURSUE FOR 2013. THE PRIORITY ISSUES FOR 2013 WERE: 1) IMPLEMENTATION OF A STATEWIDE MS TASK FORCE; 2) MEDICAID EXPANSION; 3) INCREASED ALLOCATIONS FROM THE ILLINOIS LOTTERY FUND TO STATEWIDE MS RESEARCHERS. SCOTT ALSO WORKED ON PLANNING OF THE CHAPTER'S MS ACTION DAY IN SPRINGFIELD, WHERE 40 VOLUNTEERS AND STAFF TRAVEL TO THE STATE CAPITOL TO MEET WITH LEGISLATORS; PLANNING OF THE PUBLIC POLICY CONFERENCE IN WASHINGTON, D.C., WHERE A DELEGATION OF SIX STAFF AND VOLUNTEERS FROM THE CHAPTER MEET WITH THEIR U.S. REPRESENTATIVES AND SENATORS; OTHER RESPONSIBILITIES INCLUDED DEVELOPING A PROGRAM FOR IN-DISTRICT VISITS IN ILLINOIS; MONITORING STATEWIDE LEGISLATION THAT IMPACTS THE MS COMMUNITY; HOLDING QUARTERLY MEETINGS OF THE GOVERNMENT RELATIONS COMMITTEE; AND ARRANGING FOR PUBLICLY ELECTED OFFICIALS TO ATTEND MS-RELATED FUNDRAISING EVENTS, INCLUDING WALK MS AND BIKE MS. 827924 392 450641 377675 827449 1524 1049 827924 826147 4454 3152 827449 884954 10785 69592 826147 879539 40270 34855 884954 0.98000 0.02000 0 0 442106 322102 120004 245432 132486 112946 232950 DUE TO NATIONAL HEADQUARTERS 258623 DEFERRED RENT AND LEASE INCENTIVE 590031 DUE TO OTHER CHAPTERS 45631 CAPITAL LEASE OBLIGATION 85226 979511 X 8087414 10000 10000 8077414 0 8077414 6641132 10000 10000 6631132 0 6631132 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION HAS TWO ENDOWMENT FUNDS. ONE OF THE FUNDS IS USED TO PAY EXPENSES RELATED TO THE ANNUAL RESEARCH SYMPOSIUM. THE OTHER FUND IS USED FOR DIRECT ASSISTANCE TO INDIVIDUALS LIVING WITH MULTIPLE SCLEROSIS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: MANAGEMENT ANALYZED THE TAX POSITIONS TAKEN BY THE CHAPTER AND CONCLUDED THAT, AS OF SEPTEMBER 30, 2013 AND 2012, THERE WERE NO UNCERTAIN TAX POSITIONS TAKEN OR 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 AUDIT FOR ANY TAX PERIOD IS CURRENTLY IN PROGRESS. MANAGEMENT BELIEVES THAT THE CHAPTER IS NO LONGER SUBJECT TO SUCH AUDITS FOR YEARS ENDED ON OR PRIOR TO SEPTEMBER 30, 2009 UNDER FEDERAL AND ILLINOIS STATE TAX JURISDICTIONS. WALK 2727416 2727416 6941 16810 5244 169262 BIKE 1614089 1614089 6100 82541 5297 161614 8 2008704 1851834 156870 5332 35400 279632 6300 21441 6350209 6193339 156870 5332 48441 378983 16841 352317 801914 -645044 1 SCHOLARSHIP 10 10000 COUNSELING 1 2000 0 MEDICAL EQUIPMENT & HOME MODIFICATION 37 23579 0 HOME CARE 12 18450 0 TRAVEL ASSISTANCE 43 29151 0 EMERGENCY FINANCIAL ASSISTANCE 13 5746 0 MEDICAL SUPPLIES AND WELLNESS 81 58795 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: DIRECT ASSISTANCE IS PROVIDED TO INDIVIDUALS LIVING WITH MULTIPLE SCLEROSIS. THE ORGANIZATION PAYS THE SERVICE PROVIDERS FOR THE GRANT RECIPIENTS DIRECTLY. INVOICES ARE CAREFULLY MONITORED TO ENSURE THAT EXPENSES ARE IN COMPLIANCE WITH THE OBJECTIVES OF THE GRANT. X X X X X 0 0 0 0 0 0 0 0 0 JOHN BLAZEK 152879 0 0 0 0 0 0 0 5949 0 158828 0 0 0 X 4 49610 STOCK QUOTE X SPECIAL EVENT GOODS 3 33630 FMV 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 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 AND 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, THE AUDIT COMMITTEE REVIEWS THE CONFLICT OF INTEREST FORMS FILED BY THE 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. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE WHICH IS COMPRISED OF AT LEAST THREE BUT NO MORE THAN FIVE INDEPENDENT TRUSTEES DETERMINES THE COMPENSATION OF THE PRESIDENT AND OTHER KEY EMPLOYEES. THE NATIONAL ORGANIZATION PROVIDES EACH CHAPTER WITH COMPARABLE SALARY DATA FOR PRESIDENTS AND OTHER 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 PRESIDENT'S PERFORMANCE IS EVALUATED ANNUALLY IN A JOINT REVIEW PROCESS BY THE NATIONAL ORGANIZATION'S CEO OR A DESIGNEE AND THE LOCAL COMMITTEE OF INDEPENDENT TRUSTEES. THE PRESIDENT CONDUCTS PERFORMANCE EVALUATIONS FOR THE OTHER KEY EMPLOYEES THE OUTCOME OF WHICH IS SHARED WITH THE COMPENSATION COMMITTEE TO HELP INFORM THEIR DECISIONS ABOUT COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 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 FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE CHAPTER'S WEBSITE AND WILL ALSO BE PROVIDED IN A HARD COPY FORMAT UPON REQUEST.