2013-03-18T17:26:58-05:00 2012-09-30 STEVENS POWELL & COMPANY PA 8382 BAYMEADOWS RD STE 2 JACKSONVILLE FL 32256 990 2011-10-01 596167728 NATIONAL MULTIPLE SCLEROSIS SOCIETY NORTH FLORIDA CHAPTER NATI 9043326810 4237 SALISBURY RD BLDG 4 ROOM/SUITE 406 JACKSONVILLE FL 32216 CORRINA STEIGER 9043326810 2013-03-12 true JOHN P STEVENS CPA 9044489791 2013-03-18 2011 2016-02-25 16:41:14Z CORRINA STEIGER 4237 SALISBURY RD BLDG 4 JACKSONVILLE FL 32216 2537214 false X WWW.NATIONALMSSOCIETY.ORG/FLN X 1973 FL WE MOBILIZE PEOPLE AND RESOURCES TO DRIVE RESEARCH FOR A CURE AND TO ADDRESS THE CHALLENGES OF EVERYONE AFFECTED BY MS. 24 24 15 1350 0 2267987 2051806 6475 5590 289 -1131 -131766 -190638 2142985 1865627 58738 51896 0 613950 749761 0 359887 1644243 1116465 2316931 1918122 -173946 -52495 1546542 1645887 445963 536680 1100579 1109207 X WE MOBILIZE PEOPLE AND RESOURCES TO DRIVE RESEARCH FOR A CURE AND TO ADDRESS THE CHALLENGES OF EVERYONE AFFECTED BY MS. false false 383801 51896 26313 CLIENT SERVICES ARE THOSE PROGRAMS AND SERVICES PROVIDED DIRECTLY TO INDIVIDUALS WHO ARE LIVING WITH MULTIPLE SCLEROSIS. THE PURPOSE OF THESE SERVICES IS TO PROVIDE PHYSICAL, EMOTIONAL, AND ASSISTIVE DEVICE SUPPORT. IT ALSO INCLUDES FURNISHING OF EQUIPMENT AND OTHER TANGIBLE ITEMS TO THOSE IN NEED PLUS ALL OTHER COSTS AND EXPENSES INCURRED AS A RESULT OF LIVING WITH MULTIPLE SCLEROSIS. 191241 COMMUNITY SERVICES INCLUDE NETWORKING AND COLLABORATING WITH OTHER COMMUNITY ORGANIZATIONS THAT CAN AND DO HAVE AN IMPACT ON THOSE AFFECTED BY MULTIPLE SCLEROSIS, INCLUDING PROGRAMS DESIGNED TO DETECT DISEASE OR HEALTH PROBLEMS, PLANNING AND IMPROVING COMMUNITY HEALTH PRACTICES, SUPPORTING CLINICS OR OTHER PUBLIC HEALTH FACILITIES, CONDUCTING REHABILITATIVE AND SIMILAR-TYPE PROGRAMS, PLUS ALL OTHER EXPENSES INCURRED IN PERFORMING FUNCTIONS WHICH, DIRECTLY OR INDIRECTLY, BENEFIT THE MULTIPLE SCLEROSIS COMMUNITY. 172216 PUBLIC EDUCATION REPRESENTS PROGRAMS CONDUCTED FOR THE PURPOSE OF INFORMING AND ALERTING THE GENERAL PUBLIC ABOUT MULTIPLE SCLEROSIS AND ITS EFFECTS, THE DISTRIBUTION OF LITERATURE AND OTHER MATERIALS DESIGNED TO INCREASE THE PUBLIC'S AWARENESS AND KNOWLEDGE ABOUT THIS DISEASE, INCLUDING COMPLEXITY AND VARIETY OF SYMPTOMS OR PHYSICAL CONDITIONS, PLUS ALL OTHER COSTS OR EXPENSES WHICH DIRECTLY RELATE TO THE PERFORMANCE OF HEALTH EDUCATIONAL SERVICE. 672053 1. RESEARCH RESEARCH REPRESENTS COSTS INCURRED TO SUPPORT SCIENTIFIC STUDIES OR INVESTIGATIONS PLUS ALL OTHER COSTS OR EXPENSES INCURRED WHILE CONDUCTING A PROGRAM IN WHICH NEW KNOWLEDGE IS BEING SOUGHT TO FIND CAUSES OF THE DISEASE, TREATMENT, AND PREVENTION OF MULTIPLE SCLEROSIS. (TOTAL EXPENSES OF 350,173 INCLUDING GRANTS OF 0)(REVENUE 406,435) 2. OTHER NATIONAL PROGRAM EXPENSES OTHER NATIONAL PROGRAMS INCLUDE THE COSTS ASSOCIATED WITH FUNDING CLIENT AND COMMUNITY SERVICE, PUBLIC EDUCATION, AND PROFESSIONAL EDUCATION CONDUCTED BY THE NATIONAL ORGANIZATION FOR THE BENEFIT OF INDIVIDUALS LIVING WITH MULTIPLE SCLEROSIS. (TOTAL EXPENSES OF 275,136) 3. PROFESSIONAL EDUCATION AND TRAINING PROFESSIONAL EDUCATION AND TRAINING REPRESENTS 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. (TOTAL EXPENSES OF 46,744) 672053 1419311 true true false true false false false false false false true false false true true false true false false false false false false false true false false false true false false false false false false false false false true false false false false true false false false false true 9 0 15 true false false false false false false false false false false false false false false false X 24 24 false false false false false false 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 DWIGHT COOPER 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 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 ROBERT MORGAN 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 KELLI O'LEARY 2.50 X 0 0 0 CORRINA STEIGER 50.00 X 96550 0 9582 96550 9582 false false false EVENT 360 INC 205 N MICHIGAN AVENUE STE 2640 CHICAGO IL 60601 EVENT PLANNING 135682 1 1505751 546055 78049 2051806 PROGRAM SERVICE REVENUE 5590 5590 5590 14627 14627 81568 97309 17 -15741 -17 -15758 -15758 353827 1505751 574261 -220434 -220434 ADVOCACY INCOME 27701 27701 STEPPING STONES 2095 2095 29796 1865627 19628 -205807 51896 51896 171754 84444 65433 21877 432862 290418 25259 117185 8370 5189 1256 1925 85735 53156 12860 19719 51040 31645 7656 11739 128486 59347 4405 64734 98297 57747 2424 38126 62658 36738 8888 17032 39870 22430 2980 14460 68203 62927 1111 4165 625309 625309 9115 5652 1367 2096 8447 5237 1267 1943 BANK CHARGES/MISC FEES 47418 6932 1351 39135 PROFESSIONAL DEVELOPMENT 9517 7088 959 1470 FURNITURE AND EQUIPMENT 8742 5420 1311 2011 DUES AND MEMBERSHIPS 5295 4290 397 608 5108 3446 1662 1918122 1419311 138924 359887 X 2272 246 2026 839390 569227 293500 186727 211640 16095 11928 92576 61098 33114 31478 471216 528114 1546542 1645887 178685 159252 7745 267278 369683 445963 536680 X 1100579 815707 293500 1100579 1109207 1546542 1645887 X -52495 61123 X false true true X false X 1804434 1470984 2065682 2267987 2051806 9660893 1804434 1470984 2065682 2267987 2051806 9660893 9660893 42141 23439 6403 1315 14627 87925 9748818 35386 0.99100 0.98690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false true true false false false false true 24400 true 4271 false 28671 false false false false 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 22,542 LOBBYIST REGISTRATION FEE 50 STATE TRAVEL FOR DIRECT CONTACT WITH LEGISLATORS: GROUND TRANSPORTATION 980 MEALS & LODGING 522 CONFERENCES & MEETINGS 306 TOTAL 24,400 SCHEDULE C, PART II-B, LINE 1H - PUBLIC POLICY CONFERENCES: TRAVEL (INCLUDING AIRLINE TICKETS & GROUND TRANSPORTATION) 1,871 LODGING & MEALS 825 CONVENTION/SEMINAR REGISTRATION FEES 1,575 TOTAL 4,271 false false false false false false false false false false 585 132 453 91991 60966 31025 31478 INTEREST IN NATIONAL CHAPTERS 528114 POOLED INVESTMENTS 528114 DUE TO NATIONAL MULTIPLE SCELEROSIS: 369683 LOANS, ADVANCES, SUPPLIES, AND INCOME ALLOCATION 369683 1865627 1918122 -52495 61123 61123 8628 1926750 61123 61123 1865627 1865627 1918122 1918122 1918122 FL BIKE MS 1087837 943943 143894 171086 MUCKRUCKUS 493955 341660 152295 361577 3 277786 220148 57638 41598 1859578 1505751 353827 574261 574261 -220434 true DISB. FOR PEOPLE WITH MS 65 51896 SEE PART IV PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES SCHEDULE I, PAGE 1, PART I, LINE 2 WRITTEN APPLICATIONS ARE REQUIRED FROM PERSONS REQUESTING FINANCIAL ASSISTANCE, ALONG WITH DOCUMENTATION CONFIRMING THE FINANCIAL NEED AND THE AVAILABILITY OF OTHER COMMUNITY RESOURCES WHICH ARE USED BEFORE COMMITTING SOCIETY RESOURCES. APPLICANT'S DIAGNOSIS WITH MS IS ALSO CONFIRMED. 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. X LODGING FOOD SU 1 30000 FAIR MARKET VALUE X VEHICLE RENTAL 1 7000 FAIR MARKET VALUE X EQUIP RENTAL 1 31449 FAIR MARKET VALUE X TRANSPORTATION 1 9600 FAIR MARKET VALUE false true false ALL OTHER ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4D 1. RESEARCH RESEARCH REPRESENTS COSTS INCURRED TO SUPPORT SCIENTIFIC STUDIES OR INVESTIGATIONS PLUS ALL OTHER COSTS OR EXPENSES INCURRED WHILE CONDUCTING A PROGRAM IN WHICH NEW KNOWLEDGE IS BEING SOUGHT TO FIND CAUSES OF THE DISEASE, TREATMENT, AND PREVENTION OF MULTIPLE SCLEROSIS. (TOTAL EXPENSES OF 350,173 INCLUDING GRANTS OF 0)(REVENUE 406,435) 2. OTHER NATIONAL PROGRAM EXPENSES OTHER NATIONAL PROGRAMS INCLUDE THE COSTS ASSOCIATED WITH FUNDING CLIENT AND COMMUNITY SERVICE, PUBLIC EDUCATION, AND PROFESSIONAL EDUCATION CONDUCTED BY THE NATIONAL ORGANIZATION FOR THE BENEFIT OF INDIVIDUALS LIVING WITH MULTIPLE SCLEROSIS. (TOTAL EXPENSES OF 275,136) 3. PROFESSIONAL EDUCATION AND TRAINING PROFESSIONAL EDUCATION AND TRAINING REPRESENTS 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. (TOTAL EXPENSES OF 46,744) 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 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 SIZES AND GEOGRAPHICAL LOCATIONS. IN ADDITION, THE PRESIDENT'S PERFORMANCE IS EVALUATED ANNUALLY IN A JOINT REVIEW PROCESS BY THE NATIONAL ORGANIZATION'S CEO OR HER 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. COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B 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 SIZES AND GEOGRAPHICAL LOCATIONS. IN ADDITION, THE PRESIDENT'S PERFORMANCE IS EVALUATED ANNUALLY IN A JOINT REVIEW PROCESS BY THE NATIONAL ORGANIZATION'S CEO OR HER 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. 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. THE BOOKS AND RECORDS OF THE ORGANIZATION ARE LOCATED AT 4237 SALISBURY ROAD, SUITE 406, JACKSONVILLE, FL 32073, 904-332-6810, IN CARE OF SUZANNE TODD, VICE PRESIDENT OF FINANCE. ADDITIONAL INFORMATION FORM 990, PART XI NET UREALIZED GAIN/(LOSS) FROM POOLED INVESTMENT NATIONAL MULITPLE SCLEROSIS SOCIETY 733 THIRD AVENUE NEW YORK NY 10017 135661935 NAT. ORG NY 501C3 N/A false false false false false false false false false false false false false false false false false false false