2013-04-04T20:14:37-05:00 2012-09-30 952302617 SINGERLEWAK LLP 10960 WILSHIRE BLVD SUITE 700 LOS ANGELES CA 900243783 990 2011-10-01 941294935 NATIONAL MULTIPLE SCLEROSIS SOCIETY NORTHERN CALIFORNIA NATI 4152306678 1700 OWENS STREET NO 190 SAN FRANCISCO CA 94158 JANELLE DEL CARLO 4152306678 2013-03-25 1 LIOR TEMKIN P00748170 3104773924 2013-03-15 2011 2016-03-07 17:11:31Z JANELLE DEL CARLO 1700 OWENS STREET NO 190 SAN FRANCISCO CA 94158 5662019 0 1048 X WWW.NATIONALMSSOCIETY.ORG/CAN X 1954 CA WE MOBILIZE PEOPLE AND RESOURCES TO DRIVE RESEARCH FOR A CURE AND TO ADDRESS THE CHALLENGES OF EVERYONE AFFECTED BY MULTIPLE SCLEROSIS. 23 22 22 2000 0 0 5170775 5356713 7235 6790 83 191 0 -282378 5178093 5081316 117753 112887 0 0 1502682 1666004 0 0 769988 2356903 3066563 3977338 4845454 1200755 235862 2789577 2990284 660166 525011 2129411 2465273 X WE MOBILIZE PEOPLE AND RESOURCES TO DRIVE RESEARCH FOR A CURE AND TO ADDRESS THE CHALLENGES OF EVERYONE AFFECTED BY MULTIPLE SCLEROSIS. 0 0 975582 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. 938749 112882 6790 CLIENT SERVICES:ARE THOSE PROGRAMS AND SERVICES PROVIDED DIRECTLY TO INDIVIDUALS WHO ARE LIVING WITH MULTIPLE SCLEROSIS. THE PURSPOSE OF THESE SERVICES IS TO PROVIDE PHYSICAL, EMOTIONAL, OR ASSISTIVE DEVICE SUPPORT. IT ALSO INCLUDES FURNISHING OF EQUIPMENT AND OTHER TANGIBLE ITEMS TO THOSE IN NEED PLUS ALL OTHER COSTS OR EXPENSES INCURRED AS A RESULT OF LIVING WITH MULTIPLE SCLEROSIS." 687957 OTHER NATIONAL PROGRAMS:INCLUDES 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. 1312489 COMMUNITY SERVICES:INCLUDES 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.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.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. 1312489 3914777 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 1 0 0 0 0 1 21 0 1 22 1 0 0 0 0 0 1 1 0 0 0 0 0 X 23 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X KATHIE WIDNER 4152306678 1700 OWENS STREET SUITE 190 SAN FRANCISCO CA 94158 ANGELA E LAI 2.00 X X 0 0 0 KATHERINE BOCK 1.00 X X 0 0 0 DAVID LARSON 2.00 X X 0 0 0 LAURA BLACK 0.50 X X 0 0 0 DOUG RICHARDSON 0.50 X X 0 0 0 ANTHONY DELIZZA 0.50 X X 0 0 0 H PENNY KNUFF 0.50 X 0 0 0 THOMAS GALIZIA 1.00 X 0 0 0 NATALIE L BRISBIN 0.50 X 0 0 0 NANCY BYL 0.30 X 0 0 0 JONAH CHAN 0.30 X 0 0 0 C BUDD COLBY 0.30 X 0 0 0 ELIZABETH CRABTREE-HARTMAN 0.00 X 0 0 0 MICHELLE DENNEDY 0.00 X 0 0 0 HEATHER FARGO 0.50 X 0 0 0 MATT FRINZI 0.30 X 0 0 0 DOUGLAS S GOODIN 0.00 X 0 0 0 DAVID R HULTMAN 0.30 X 0 0 0 DAVID KORN 0.30 X 0 0 0 CHUCK ROBBINS 0.00 X 0 0 0 JOHN A SCHAFER 1.00 X 0 0 0 DAN STOKES 0.50 X 0 0 0 JAY THAYER 1.00 X 0 0 0 JANELLE DEL CARLO 40.00 X 155638 0 6563 KATHIE WIDNER 40.00 X 111648 0 1726 267286 0 8289 2 0 1 0 0 106033 3577302 1673378 143286 5356713 PROGRAM SERVICE FEE 900099 6790 6790 6790 191 191 298325 3577302 580703 -282378 -282378 5081316 6790 0 -282187 112887 112887 295219 224396 19691 51132 1144318 869796 76326 198196 126264 95973 8422 21869 100203 76164 6684 17355 29785 14891 669 14225 29200 29200 339016 169109 8915 160992 174360 68988 3295 102077 170392 118451 3039 48902 385232 292815 25695 66722 127304 57468 1683 68153 55814 50755 416 4643 1664279 1664279 38116 28972 2542 6602 22305 16954 1488 3863 EQUIPMENT PURCHASE 21867 16621 1459 3787 MISCELLANEOUS EXPENSE 7224 6007 325 892 DUES AND MEMBERSHIPS 1669 1051 40 578 4845454 3914777 160689 769988 1814537 2512087 763835 226286 89500 95866 252356 165813 77025 86543 44680 69502 2789577 2990284 389046 499072 271120 25939 660166 525011 X 2065837 2417654 63574 47619 2129411 2465273 2789577 2990284 X 235862 100000 X X 0 1 1 X 0 X 4217678 4075409 4394252 5170775 5356713 23214827 4217678 4075409 4394252 5170775 5356713 23214827 1973471 21241356 4302 737 93 83 191 5406 461487 500000 961487 24181720 3766036 0.87840 0.88550 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SUBSIDY FROM NATIONAL RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 1093 0 0 1 2664 1 8039 1 28600 40396 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: LOBBYING CONSULTANTS: IN ORDER TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE, A CONSULTING FIRM WAS HIRED TO ADVOCATE THE IMPORTANCE OF HEALTH RELATED ISSUES. 15000 11250 3750 237356 154563 82793 86543 DUE TO NATIONAL MS SOCIETY 25939 25939 5081316 4845454 235862 100000 100000 335862 5292707 211391 211391 5081316 0 5081316 4956845 111391 111391 4845454 0 4845454 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 BEING 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. PART XI, LINE 8 - OTHER ADJUSTMENTS: DONATED MS WALK MEDIA ADS FOR MS AWARENESS 100,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT ADDITIONAL EXPENSES 111,391. DONATED MS WALK MEDIA ADS FOR MS AWARENESS 100,000. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT ADDITIONAL EXPENSES 111,391. MS BIKE RIDE 2325362 2048658 276704 46576 7380 8376 101032 2967 230753 MS WALK 1501228 1490882 10346 53482 13854 22173 4481 80778 2 49037 37762 11275 124 336 3987 4404 3875627 3577302 298325 100182 7380 22566 127192 7448 315935 580703 -282378 1 CASH DISBURSEMENT TO PEOPLE WITH MULTIPLE SCLEROSIS 163 112887 BOOK 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. PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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. APPLICANTS DIAGNOSIS WITH MS IS ALSO CONFIRMED. X X X X X 0 0 0 0 0 0 0 0 0 JANELLE DEL CARLO 135638 0 20000 0 0 0 665 0 5898 0 162201 0 0 0 X 8 6300 FAIR MARKET VALUE X 2 4480 SALES PRICE X 15 38495 COST X 1 1250 COST X PRIZES 8 7350 COST X BIKE TUBES/PUMP/SUNSCREEN 5 1622 COST X WASTE MANAGEMENT 1 5000 COST X ADVERTISING 2 34440 COST X ENTERTAINMENT 1 1194 COST X COMPUTER SOFTWARE 1 39035 COST X COMPUTER EQUIPMENT 1 4120 COST 0 1 1 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): NON CASH CONTRIBUTIONS ARE LISTED BY TOTAL NUMBER OF DONORS. THIRD PARTY USE: PART I, LINE 32B: THE VEHICLE DONATION PROGRAM IS OPERATED BY AN OUTSIDE THIRD PARTY - CAR PROGRAM, INC. 3755 OMEC CIRCLE #4 RANCHO CORDOVA, CA 95742 FORM 990, PART VI, SECTION B, LINE 11 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 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 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 AND GEOGRAPHICAL LOCATION. 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 THE 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 FORM 990, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE CHAPTER'S OWN WEBSITE AND WILL BE PROVIDED IN A HARD COPY FORMAT UPON REQUEST. FORM 990, PART VIII, LINE 8A: TOTAL EVENT GROSS REVENUE RECEIPTS FOR THE YEAR IS $3,875,627 WITH DIRECT EXPENSES OF $580,703 FOR A NET REVENUE OF $3,294,924 CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: DONATED MS WALK MEDIA ADS FOR MS AWARENESS 100,000. TOTAL TO FORM 990, PART XI, LINE 5: 100,000. FORM 990, PART XII, LINE 2C: NO CHANGES WERE MADE TO THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR, AS COMPARED TO THE PRIOR TAX YEAR. NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVENUE NEW YORK NY 10017 135661935 UTILIZE SERVICES OF THE NATIONAL ORGANIZATION NY 501(C)(3) 509(A)(1) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0