2013-11-13T17:00:18-06:00 2012-12-31 450250958 EIDE BAILLY LLP 5299 DTC BLVD STE 1000 GREENWOOD VILLAGE CO 801113329 990 2012-01-01 840795455 ROCKY MOUNTAIN MULTIPLE SCLEROSIS CENTER ROCK 3037884030 8845 WAGNER STREET WESTMINSTER CO 80031 RENELLE DARR 3037884030 2013-11-12 1 KYLE FRITCH CPA P01313374 3037705700 2013-11-12 2012 2016-02-25 16:41:14Z RENELLE DARR 8845 WAGNER STREET WESTMINSTER CO 80031 2363544 0 X WWW.MSCENTER.ORG X 1978 CO IMPROVE THE LIVES OF PEOPLE WITH MS & THEIR FAMILIES THROUGH CARE, SUPPORT, EDUCATION AND RESEARCH 27 27 28 850 22450 0 1252521 794718 1073568 1097602 6282 5726 9578 161151 2341949 2059197 0 0 0 0 927417 1034583 0 0 188890 984158 1119254 1911575 2153837 430374 -94640 3240393 2744082 812733 360689 2427660 2383393 X TO IMPROVE THE LIVES OF PEOPLE WITH MULTIPLE SCLEROSIS AND THEIR FAMILIES THROUGH CARE, SUPPORT, EDUCATION AND RESEARCH. 0 0 1081619 882555 MS SPECIALTY CARE: THROUGH ITS AFFILIATION WITH THE MS CENTER AT THE ANSCHUTZ MEDICAL CAMPUS ("MS CENTER AT AMC"), THE UNIVERSITY OF COLORADO AT DENVER AND THE UNIVERSITY OF COLORADO HOSPITAL HAVE JOINED TOGETHER TO FORM AN 'MS CENTER OF EXCELLENCE' TO PROVIDE PATIENT CARE, EDUCATION, SUPPORT AND CUTTING-EDGE RESEARCH TO SERVE THE ROCKY MOUNTAIN REGION. STATE OF THE ART MEDICAL CARE IS PROVIDED BY MS SPECIALTY NEUROLOGISTS. UNINSURED OR UNDERINSURED PATIENTS MAY RECEIVE SPECIALTY CARE ONE DAY PER WEEK AT THE MS CENTER AT AMC THROUGH AN AFFILIATION WITH METRO COMMUNITY PROVIDERS NETWORK.SPECIALIZED ADULT DAY CARE SERVICES: THE KING ADULT DAY ENRICHMENT PROGRAM ("KADEP") SERVES YOUNGER ADULTS WHO HAVE MODERATE TO SEVERE DISABILITY CAUSED BY NEUROLOGICAL ILLNESSES OR TRAUMA. KADEP IS DESIGNED TO ENHANCE WELLNESS, MAINTAIN OR IMPROVE FUNCTIONAL STATUS, AND PROVIDE OPPORTUNITIES FOR SOCIALIZATION, PERSONAL DEVELOPMENT AND ENJOYMENT.SPECIALTY CARE CLINICS: THE MS CENTER IS AFFILIATED WITH SPECIALTY-CARE CLINICS, DESIGNED TO HELP MULTIPLE SCLEROSIS PATIENTS MANAGE SPECIFIC ISSUES RELATED TO MULTIPLE SCLEROSIS. THE MS DISABILITY CLINIC PROVIDES EVALUATIONS FOR INDIVIDUALS ANTICIPATING DISABILITY APPLICATIONS AND ASSISTANCE NAVIGATING THIS CHALLENGING PROCESS. FATIGUE MANAGEMENT IS A SIX WEEK COURSE OFFERED QUARTERLY TO TEACH A VARIETY OF ENERGY CONSERVATION STRATEGIES. THE MS CENTER ALSO OFFERS MS HYDROTHERAPY PROGRAMS PROVIDING MAINTENANCE REHABILITATION TO INDIVIDUALS LIVING WITH MS. 396779 4630 EDUCATION: THE MS CENTER CONDUCTS A VARIETY OF PROGRAMS TO EDUCATE THOSE WITH MULTIPLE SCLEROSIS, THEIR FAMILIES, THE GENERAL PUBLIC AND PROFESSIONALS PROVIDING SERVICES AND CARE FOR INDIVIDUALS WITH MULTIPLE SCLEROSIS. THE MS CENTER CONDUCTS A VARIETY OF PUBLIC SEMINARS AND MAINTAINS AN INTERACTIVE INTERNET WEBSITE AT WWW.MSCENTER.ORG FEATURING A LIVING WELL LANDING PAGE, WHICH PROVIDES CURRENT PATIENT EDUCATION INFORMATION. THE MS CENTER HAS PRODUCED SEVERAL PATIENT HANDBOOKS AND PUBLICATIONS ON MULTIPLE SCLEROSIS. THE "MS NAVIGATOR" IS A PUBLICATION THAT PROVIDES PATIENTS WITH A PERSONALIZED HEALTH RECORD TO HELP THEM MORE EFFECTIVELY MANAGE THEIR HEALTHCARE. AN ANNUAL PROVIDERS SUMMIT RESULTS IN AN MS PROVIDERS DIRECTORY. ADDITIONAL EDUCATIONAL RESOURCES INCLUDE PAMPHLETS, WRITTEN MATERIALS AND VIDEOS. THE MS CENTER PUBLISHES A QUARTERLY MAGAZINE, "INFORMS", WHICH IS AVAILABLE IN BOTH PRINT AND ELECTRONIC VERSION, AND DISTRIBUTES AN ELECTRONIC NEWSLETTER CALLED "E.MS NEWS" WHICH FEATURES BREAKING RESEARCH INFORMATION AND OPPORTUNITIES TO PARTICIPATE IN CLINICAL RESEARCH IN MS. 261062 183686 RESEARCH: CLINICAL TRIALS - THE MS CENTER ENGAGES IN A VARIETY OF RESEARCH PROJECTS DESIGNED TO IMPROVE THE LIVES OF INDIVIDUALS LIVING WITH MULTIPLE SCLEROSIS. FACULTY INITIATED CLINICAL RESEARCH FUELS THE SEARCH FOR SAFER AND MORE EFFECTIVE TREATMENTS AND COMBINATION THERAPIES TO TREAT MS.BRAIN AND TISSUE BANK: THE MS CENTER HOUSES ONE OF THE WORLD'S LARGEST FRESH BRAIN-TISSUE BANKS, ESSENTIAL TO RESEARCH INTO THE CAUSE AND THE CURE OF MULTIPLE SCLEROSIS CONDUCTED AROUND THE WORLD. THE TISSUE IS RETRIEVED, STORED AND PROVIDED TO RESEARCHERS FROM AROUND THE WORLD STUDYING MS. 92467 4281 COUNSELING & SUPPORT SERVICES: THE MS CENTER PROVIDES COUNSELING AND SUPPORT SERVICES FOR PEOPLE WITH MS AND THEIR FAMILIES. THROUGH INDIVIDUAL AND FAMILY COUNSELING, SUPPORT GROUPS AND SEMINARS, THE CENTER OFFERS A RANGE OF RESOURCES TO ADDRESS INDIVIDUAL NEEDS. EVERY MONTH A MS 101 CLASS IS OFFERED TO THE NEWLY DIAGNOSED PATIENT AND THEIR FAMILIES. THE MS CENTER CALL CENTER PROVIDES A CENTRALIZED PLACE FOR INDIVIDUALS TO GET QUESTIONS ANSWERED AND REFERRALS PROVIDED. 92467 4281 1831927 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 1 28 1 1 1 0 0 0 0 1 1 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 CO X X X ELIZABETH MOSSER CPA 3037884030 8845 WAGNER STREET WESTMINSTER CO 80031 DEREK SEVIER 1.00 X X 0 0 0 BRETT HANSELMAN 1.00 X X 0 0 0 PAUL WISOR 1.00 X X 0 0 0 DAVID DECOLATI 1.00 X X 0 0 0 SYLVIA ANGELL 1.00 X 0 0 0 AARON AZARI 1.00 X 0 0 0 SCOTT BAKER 1.00 X 0 0 0 WENDY BOOTH 1.00 X 0 0 0 RYAN CHASE 1.00 X 0 0 0 RENELLE DARR 1.00 X 0 0 0 MARTHA DE ULIBARRI 1.00 X 0 0 0 JENNIFER FACKLER 1.00 X 0 0 0 MICHAEL KNOELKER 1.00 X 0 0 0 BRIAN LUPTOWSKI 1.00 X 0 0 0 JENNIFER MAYES 1.00 X 0 0 0 JAMES A MILLS 1.00 X 0 0 0 CASEY NIKOLORIC 1.00 X 0 0 0 RYAN ORRELL 1.00 X 0 0 0 CHRIS PLANT 1.00 X 0 0 0 STEPHEN ROESINGER 1.00 X 0 0 0 JASON SMITH 1.00 X 0 0 0 JAMES TARPEY 1.00 X 0 0 0 SANDRA WALLING 1.00 X 0 0 0 JEFF WREN 1.00 X 0 0 0 TOD BAKER 1.00 X 0 0 0 JERRY BUCK 1.00 X 0 0 0 CHRIS FICKEL 1.00 X 0 0 0 KAREN WENZEL 40.00 X 87395 0 13673 87395 0 13673 0 0 0 0 UNIVERSITY OF COLORADO DENVER 1250 14TH STREET DENVER CO 80204 MEDICAL 155957 UNIVERSITY PHYSICIANS INC 13611 E COLFAX AVE AURORA CO 80045 MEDICAL 154950 2 135296 659422 21222 794718 KADEP & OTHER PROGRAMS 621400 881701 881701 TISSUE BANK 621400 183686 183686 PUBLICATIONS 621400 22605 155 22450 HYDROTHERAPY 621400 4017 4017 RECUITMENT TRIALS 621400 2200 2200 3393 3393 1097602 5876 5876 664 664 6766 0 6766 6766 6766 225408 225558 -150 -150 -150 232510 135296 78789 153721 153721 2059197 1075152 22450 166877 X 101068 50534 30320 20214 776629 710015 17399 49215 18315 17006 235 1074 76323 70640 1131 4552 62248 54301 3142 4805 27579 16513 5090 5976 7590 7590 433585 395437 17548 20600 5927 3457 2470 270172 195564 14497 60111 12422 8148 4274 33302 29972 1665 1665 207679 190081 12117 5481 10469 7663 2428 378 63134 56820 3157 3157 23346 20078 1215 2053 BAD DEBTS 6159 5909 250 17890 5698 9577 2615 2153837 1831927 133020 188890 X 63911 63568 0 343 263868 52093 97389 108622 323000 58850 106231 94030 15705 9015 1866578 167269 1735804 1699309 216230 207476 482166 514687 3240393 2744082 102408 121737 130325 129897 580000 105000 0 4055 812733 360689 X 1875578 1806799 197244 198308 354838 378286 2427660 2383393 3240393 2744082 -94640 50373 0 X 0 1 X 1 0 X 1114089 991034 1491935 1252521 794718 5644297 1114089 991034 1491935 1252521 794718 5644297 381747 5262550 23497 16056 11355 18391 13306 82605 14460 8609 12600 35669 5762571 5932251 0.91320 0.88800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 638910 47084 143959 3728 538307 314676 347312 -19841 3237 638910 321479 -1430 2319 3054 314676 503741 45103 225000 2365 321479 754178 -121323 125000 4114 503741 0.30000 0.70000 1 0 595006 595006 1101910 104448 997462 50608 50608 119054 62821 56233 1699309 BENEFICIAL INTEREST - COMMUNITY FIRST FOUNDATION ENDOWMENT 348739 BENEFICIAL INTEREST CHARITABLE REMAINDER TRUST 161893 FUNDS HELD IN TRUST FOR OTHER ENTITIES 4055 514687 FUNDS HELD IN TRUST FOR OTHER ENTITIES 4055 4055 X 2147248 50373 39815 90188 2057060 7590 -5453 2137 2059197 2191515 39815 5453 45268 2146247 7590 7590 2153837 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE MS CENTER'S BOARD-DESIGNATED AND PERMANENTLY RESTRICTED NET ASSETS HELD BY THE MS CENTER, AND PERMANENTLY RESTRICTED NET ASSET HELD BY COMMUNITY FIRST FOUNDATION, AN UNRELATED PUBLIC CHARITY, ARE INVESTED IN ENDOWMENT FUNDS ESTABLISHED TO PROVIDE DISCRETIONARY OPERATING INCOME TO THE MS CENTER ON AN AS-NEEDED BASIS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE MS CENTER IS ORGANIZED AS A COLORADO NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3), QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(VI), AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). THE MS CENTER IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE MS CENTER IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSES. THE MS CENTER HAD AN INSIGNIFICANT AMOUNT OF UNRELATED BUSINESS INCOME AND HAS NOT ACCRUED A PROVISION FOR INCOME TAX EXPENSE. THE MS CENTER FILES AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS TO REPORT ITS UNRELATED BUSINESS TAXABLE INCOME. THE MS CENTER BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE MS CENTER WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. THE MS CENTER'S FORMS 990-T ARE NO LONGER SUBJECT TO TAX EXAMINATION FOR YEARS BEFORE 2009. PART XI, LINE 4B - OTHER ADJUSTMENTS: ($5,453) - SPECIAL EVENT EXPENSES NETTED WITH INCOME ON THE 990 PART XII, LINE 2D - OTHER ADJUSTMENTS: $5,453 - SPECIAL EVENT EXPENSES NETTED WITH INCOME ON FORM 990 ANNUAL GALA 201371 37976 163395 3501 33649 4150 15983 MULTIPLE SUMMIT FOR MS 71514 69386 2128 5453 3 94921 27934 66987 16053 367806 135296 232510 19554 33649 4150 21436 78789 153721 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, THE FINANCE COMMITTEE AND EXECUTIVE COMMITTEE. THE FILING IS THEN PRESENTED TO THE GOVERNING BODY FOR RATIFICATION/APPROVAL BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C DURING ORIENTATION, ALL BOARD MEMBERS AND KEY EMPLOYEES REVIEW THE CONFLICT OF INTEREST POLICY. ALL ARE REQUIRED TO SIGN A DOCUMENT INDICATING THAT THEY HAVE READ AND UNDERSTAND THE POLICY AND THAT THEY MUST DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS IN WRITING. THE DOCUMENT IS UPDATED ANNUALLY. DIRECTORS AND OFFICERS ARE REQUIRED TO PROTECT THE INTERESTS OF THE MS CENTER AND TO INFORM THE BOARD OF ANY MATTERS OR AFFILIATIONS THAT MAY CREATE ACTUAL OR APPARENT CONFLICTS. FURTHER, THEY ARE REQUIRED TO REFRAIN FROM USING THEIR POSITION OR INFORMATION THEY RECEIVE BY REASON OF SERVING THE MS CENTER FOR PRIVATE GAIN OR FOR THE BENEFIT OF A THIRD PARTY, EVEN IF THE THIRD PARTY IS ANOTHER NONPROFIT ORGANIZATION. DIRECTORS AND OFFICERS ARE REQUIRED TO COMPLETE A FORM TO IDENTIFY THEIR AFFILIATIONS, SO THAT THE BOARD IS INFORMED AND CAN DISCUSS AND HANDLE POTENTIAL CONFLICTS BEFORE THEY ARISE. DIRECTORS MUST ALSO REVIEW AND UNDERSTAND THE FIDUCIARY RESPONSIBILITY STATEMENT. ALONG WITH THE AFFILIATIONS FORM, THIS SHOULD HELP TO IDENTIFY POTENTIAL CONFLICTS THAT MIGHT OTHERWISE INCREASE PERSONAL LIABILITY FOR THE DIRECTORS AND OFFICERS, AND POSSIBLY OVERALL LIABILITY FOR THE MS CENTER. IDENTIFYING CONFLICTS MAY ALSO HELP ENSURE COMPLIANCE WITH ANTITRUST LAWS. UPON DISCLOSURE OF A POSSIBLE CONFLICT OF INTEREST, A DETERMINATION SHALL BE MADE BY THE BOARD AS TO THE PARTICIPATION OF THE INDIVIDUAL IN THE MATTER AND, IN THE CASE OF A DIRECTOR, AS TO PARTICIPATION IN THE VOTING MATTER. A DIRECTOR MAY DISQUALIFY HIMSELF OR HERSELF FROM VOTING ON ANY ISSUE THAT MAY BE PERCEIVED AS AN APPARENT OR ACTUAL CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A A PERFORMANCE REVIEW IS CONDUCTED ANNUALLY BY THE BOARD OF DIRECTORS REGARDING PERFORMANCE AND COMPENSATION OF THE EXECUTIVE DIRECTOR. A MINIMUM OF THREE INDEPENDENT DATA SOURCES RELATED TO NONPROFIT EMPLOYEE COMPENSATION ARE USED. TYPICALLY, THE EXECUTIVE DIRECTOR'S PERFORMANCE REVIEW IS DONE IN AN EXECUTIVE SESSION. THE RESULTS OF THE PERFORMANCE REVIEW ARE WRITTEN BY THE CHAIRMAN OF THE BOARD. THE BOARD OF DIRECTORS CONDUCTS THE PERFORMANCE REVIEW FOR THE EXECUTIVE DIRECTOR. A PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR WAS LAST CONDUCTED IN MAY OF 2013. THE EXECUTIVE DIRECTOR DOES PERFORMANCE REVIEWS ON OTHER KEY STAFF. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990, AUDITED FINANCIAL STATEMENTS, AND GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE BY REQUEST TO ANY INTERESTED PARTY VIA THE ORGANIZATION'S WEBSITE. IT IS ALSO POSTED ON THE GIVING FIRST WEBSITE AND THE COLORADO SECRETARY OF STATE WEBSITE. OTHER FEES FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 395,437. MANAGEMENT AND GENERAL EXPENSES 17,548. FUNDRAISING EXPENSES 20,600. TOTAL EXPENSES 433,585.