NATIONAL MULTIPLE SCLEROSIS SOCIETY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL MULTIPLE SCLEROSIS SOCIETY (EIN 95-1727656)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-02-13
- IRS object ID
- 201340449349300769
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-13T12:09:51-06:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221478099 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11755 WILSHIRE BLVD STE 1700 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951727656 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL MULTIPLE SCLEROSIS SOCIETY | BusinessNameLine1 |
| Business Name Line2 | SOUTHERN CALIFORNIA & NEVADA CHAPTER | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NATI | NameControl |
| Phone | 3104794456 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2440 S SEPULVEDA BLVD NO 115 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90064 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN BRADLEY | Name |
| Title | CHAPTER PRESIDENT | Title |
| Phone | 3104794456 | Phone |
| Date Signed | 2013-02-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN M DAY | Name |
| PTIN | P00227737 | PTIN |
| Phone | 3104773722 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SUSAN BRADLEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2440 S SEPULVEDA BLVD 215 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90064 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10119264 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 1048 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NATIONALMSSOCIETY.ORG/CAL | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1946 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | WE MOBILIZE PEOPLE AND RESOURCES TO DRIVE RESEARCH FOR A CURE AND TO ADDRESS THE CHALLENGES OF EVERYONE AFFECTED BY MS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 55 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 54 | NbrIndependentVotingMembers |
| Total Nbr Employees | 72 | TotalNbrEmployees |
| Total Nbr Volunteers | 3073 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10232100 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8745521 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 39284 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 22399 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 123442 | InvestmentIncomePriorYear |
| Investment Income Current Year | -19173 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10394826 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8748747 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 772346 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 249387 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4336797 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3437996 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1274456 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5047236 | OtherExpensePriorYear |
| Other Expenses Current Year | 4794463 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10156379 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8481846 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 238447 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 266901 | RevenuesLessExpensesCY |
| Total Assets BOY | 4316145 | TotalAssetsBOY |
| Total Assets EOY | 4397795 | TotalAssetsEOY |
| Total Liabilities BOY | 2234114 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1830165 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2082031 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2567630 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | WE MOBILIZE PEOPLE AND RESOURCES TO DRIVE RESEARCH FOR A CURE AND TO ADDRESS THE CHALLENGES OF EVERYONE AFFECTED BY MS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1601907 | Expense |
| Description | RESEARCH:RESEARCH PROGRAM PROVIDES GRANTS AND TRAINING FELLOWSHIPS ON A BROAD RANGE OF TOPICS RELEVANT TO MS, INCLUDING IMMUNE ASPECTS, NERVE TISSUE REPAIR, CLINICAL TRIALS, REHABILITATION, ETC. THE PURPOSE OF THIS PROGRAM IS TO FIND THE PREVENTION, TREATMENT, AND CURE OF MULTIPLE SCLEROSIS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1508080 | Expense |
| Revenue | 22399 | Revenue |
| Description | CLIENT SERVICES: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, 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1372305 | Expense |
| Grants | 249387 | Grants |
| Description | COMMUNITY SERVICES: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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2396202 | Expense |
| Description | SEE SCHEDULE O | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2396202 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 6878494 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 92 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 72 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 55 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 54 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CHERI LOPEZ | NamePerson |
| Telephone Number | 3104794456 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2440 S SEPULVEDA BLVD 115 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90064 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (52 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| BYRON ALLEN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RHONA BADER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN V BOCK JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD CORGEL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BRUCE C CORWIN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BARRY ENGELMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BRIAN D FOX | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DON A FRACCHIA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DR BARBARA GIESSER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WENDY GILMORE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KEVIN GOETZ | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAVID M GOLDSTEIN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT E HARPER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BRUCE HECKER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOYCE HENDERSON JEFFRIE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LISA KARPE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RAY KARPE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JULIE KAUFER ESQ | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PHIL KEOGHAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ANNIS KISHNER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SIMPSON C LEONARD JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PAUL M MAHONEY ESQ | |||||||
| BOARD CHAIR | 1.00 | X | 0 | 0 | 0 | X | |
| ROBERT MANCINI | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STANLEY E MARON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LARRY MCEWEN | |||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X | |
| ROLAND MESA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHRIS OJAKIAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAVID PERREN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SCOTT PERREN CPA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KIM PHILLIPS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES D POWER IV | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SHERI SAFAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ARTHUR E SCHRAMM JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BRITTA SCHRAMM | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SUE SCHROEDER | |||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X | |
| FERN SEIZER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MADELEINE SHERAK PHD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS SHERAK | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ERIC L SMALL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DINA TECIMER ESQ | |||||||
| BOARD CHAIR | 1.00 | X | 0 | 0 | 0 | X | |
| TIMUR TECIMER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BILL TODMAN JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHET WIDOM | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STACY WILDER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LARRY WINTER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LEON LEBUFFE | |||||||
| FORMER CHAPTER PRESIDENT | 35.00 | X | 222529 | 0 | 6718 | X | |
| SUSAN BRADLEY | |||||||
| CHAPTER PRESIDENT | 35.00 | 148782 | 0 | 9198 | X | ||
| JAY SCHOENAU | |||||||
| VICE PRESIDENT OF FINANCE & ADMINISTRATION | 35.00 | 73412 | 0 | 1497 | X | ||
| DENISE NOWACK | |||||||
| EXECUTIVE VP OF PROGRAMS, SERVICES & ADVOCACY | 35.00 | 141422 | 0 | 9172 | X | ||
| PAMELA THOMPSON | |||||||
| VICE PRESIDENT, DEVELOPMENT, SPECIAL EVENTS | 35.00 | 127257 | 0 | 7603 | X | ||
| MARNI DECKTER | |||||||
| VICE PRESIDENT OF COMMUNICATION | 35.00 | 108372 | 0 | 6462 | X | ||
| KATE MCINTOSH | |||||||
| VICE PRESIDENT OF DEVELOPMENT | 35.00 | 103594 | 0 | 6687 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 925368 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 47337 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OP3 INC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 MARINE STREET SUITE 2 | AddressLine1 |
| City | SANTA MONICA | City |
| State | CA | State |
| ZIP Code | 90405 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | EVENT CONSULTING | DescriptionOfServices |
| Compensation | 126275 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 5828926 | FundraisingEvents |
| All Other Contributions | 2916595 | AllOtherContributions |
| Noncash Contributions | 473674 | NoncashContributions |
| Total Contributions | 8745521 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SERVICE PROGRAM FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 22399 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22399 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 22399 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35884 | TotalRevenueColumn |
| Exclusion | $35,884 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 391933 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 446554 | Securities |
| Other | 436 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -54621 | Securities |
| Other | -436 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -55057 | TotalRevenueColumn |
| Exclusion | -$55,057 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 923527 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 5828926 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 923527 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8748747 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22399 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$19,173 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 249387 | Total |
| Program Services | 249387 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 428415 | Total |
| Program Services | 308459 | ProgramServices |
| Management And General | 29989 | ManagementAndGeneral |
| Fundraising | 89967 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2470618 | Total |
| Program Services | 1778845 | ProgramServices |
| Management And General | 172943 | ManagementAndGeneral |
| Fundraising | 518830 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75214 | Total |
| Program Services | 54154 | ProgramServices |
| Management And General | 5265 | ManagementAndGeneral |
| Fundraising | 15795 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185945 | Total |
| Program Services | 133881 | ProgramServices |
| Management And General | 13015 | ManagementAndGeneral |
| Fundraising | 39049 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 277804 | Total |
| Program Services | 200019 | ProgramServices |
| Management And General | 19446 | ManagementAndGeneral |
| Fundraising | 58339 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31160 | Total |
| Program Services | 25059 | ProgramServices |
| Management And General | 1062 | ManagementAndGeneral |
| Fundraising | 5039 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58773 | Total |
| Program Services | 47265 | ProgramServices |
| Management And General | 2004 | ManagementAndGeneral |
| Fundraising | 9504 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 552439 | Total |
| Program Services | 444270 | ProgramServices |
| Management And General | 18835 | ManagementAndGeneral |
| Fundraising | 89334 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 405723 | Total |
| Program Services | 233926 | ProgramServices |
| Management And General | 17238 | ManagementAndGeneral |
| Fundraising | 154559 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 460146 | Total |
| Program Services | 331305 | ProgramServices |
| Management And General | 32210 | ManagementAndGeneral |
| Fundraising | 96631 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96218 | Total |
| Program Services | 49502 | ProgramServices |
| Management And General | 3348 | ManagementAndGeneral |
| Fundraising | 43368 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2860549 | Total |
| Program Services | 2860549 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12468 | Total |
| Program Services | 8977 | ProgramServices |
| Management And General | 873 | ManagementAndGeneral |
| Fundraising | 2618 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53867 | Total |
| Program Services | 38784 | ProgramServices |
| Management And General | 3771 | ManagementAndGeneral |
| Fundraising | 11312 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MISCELLANEOUS EXPENSES | 215332 | 79868 | 7741 | 127723 |
| MEETINGS | 46217 | 33543 | 1102 | 11572 |
| PRIZES AND PROMOTIONAL | 1426 | 556 | 54 | 816 |
| AWARDS AND GRANTS | 145 | 145 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8481846 | Total |
| Program Services | 6878494 | ProgramServices |
| Management And General | 328896 | ManagementAndGeneral |
| Fundraising | 1274456 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 399640 | BOY |
| EOY | 679528 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 321571 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1985337 | BOY |
| EOY | 1627674 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20763 | BOY |
| EOY | 38979 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1664 | BOY |
| EOY | 15400 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 141151 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 78563 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64715 | BOY |
| EOY | 62588 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1844026 | BOY |
| EOY | 1652055 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4316145 | BOY |
| EOY | 4397795 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 541319 | BOY |
| EOY | 466076 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 925628 | BOY |
| EOY | 800233 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 767167 | BOY |
| EOY | 563856 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2234114 | BOY |
| EOY | 1830165 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 565423 | BOY |
| EOY | 268440 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1516608 | BOY |
| EOY | 2299190 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2082031 | BOY |
| EOY | 2567630 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4316145 | BOY |
| EOY | 4397795 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 266901 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 218699 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8930026 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6593897 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10940988 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9306472 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9671149 | CurrentTaxYear |
| Total | 45442532 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8930026 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6593897 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10940988 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9306472 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9671149 | CurrentTaxYear |
| Total | 45442532 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1848290 | AmountsSubstContributorsTotal |
| Public Support Total170 | 43594242 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 79531 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 44046 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 99014 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 40187 | CurrentTaxYearMinus1Year |
| Current Tax Year | 35884 | CurrentTaxYear |
| Total | 298662 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 45741194 | TotalSupport |
| Public Support Pertcentage170 | 0.95310 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.93000 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 1 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 1 | MailingsMembers |
| Mailings Members | $98 | MailingsMembersAmount |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $6,603 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 6701 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | LINE 1D: THE ORGANIZATION SENDS OUT MAILINGS TO MEMBERS, LEGISLATORS, AND/OR THE PUBLIC ELECTRONICALLY, THEREFORE COST IS VIRTUALLY ZERO. LINE 1G: THE VICE PRESIDENT ATTENDS A CONFERENCE IN WASHINGTON, D.C. AND A LOBBYING DAY IN SACRAMENTO, CA. THE AMOUNT SHOWN REPRESENTS THE TOTAL TRAVEL COST FOR BOTH. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1133402 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 127546 | InvestmentEarningsOrLosses |
| Other Expenditures | 741282 | OtherExpenditures |
| End Of Year Balance | 519666 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1148686 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -15284 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1133402 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment EOY Balance | 1.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5807 | OtherCostOrOtherBasis |
| Depreciation | 4260 | Depreciation |
| Book Value | 1547 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 135344 | OtherCostOrOtherBasis |
| Depreciation | 74303 | Depreciation |
| Book Value | 61041 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 62588 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NMSS POOLED INVESTMENT FUND | Description |
| Book Value | 1652055 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1652055 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LONG-TERM DUE TO NATIONAL | $250,000 |
| PAYABLES DUE TO NATIONAL | $45,420 |
| REMITTANCE DUE TO NATIONAL | $268,436 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 563856 | TotalOfAmounts |
| Total Revenue | 8748747 | TotalRevenue |
| Total Expenses | 8481846 | TotalExpenses |
| Excess Or Deficit For Year | 266901 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 218699 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 218699 | TotalAdjustments |
| Excess Or Deficit Per FS | 485600 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 9504199 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 218699 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 68382 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 468371 | OtherRevenues |
| Revenue Not Rptd F990 | 755452 | RevenueNotRptdF990 |
| Revenue Subtotal | 8748747 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8748747 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9018600 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 68382 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 468371 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 536753 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8481847 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8481847 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE CHAPTER IS A NOT-FOR-PROFIT PUBLIC BENEFIT ORGANIZATION ORGANIZED UNDER THE LAWS OF CALIFORNIA AND, AS SUCH, IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND CORRESPONDING STATE PROVISIONS. THE CHAPTER'S FEDERAL INCOME TAX AND INFORMATIONAL RETURNS FOR TAX YEARS ENDING SEPTEMBER 30, 2009, AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE RETURNS FOR CALIFORNIA, THE CHAPTER'S ONLY SIGNIFICANT STATE TAX JURISDICTION, REMAIN SUBJECT TO EXAMINATION BY THE CALIFORNIA FRANCHISE TAX BOARD FOR TAX YEARS ENDING SEPTEMBER 30, 2008, AND SUBSEQUENT. THE NEVADA TAX FILING REQUIREMENT IS THE ANNUAL FILING OF A LIST OF OFFICERS, DIRECTORS, AND REGISTERED AGENTS OF THE ORGANIZATION. |
| SCHEDULE D, PART XII, LINE 2D DIRECT COSTS OF SPECIAL EVENTS................................$468,371 SCHEDULE D, PART XIII, LINE 2D DIRECT COSTS OF SPECIAL EVENTS................................$468,371 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | MS WALK | NameOfEvent1 |
| Gross Receipts Event1 | 2691435 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 2323330 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 368105 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 61994 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 39262 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 137068 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 1449 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 114290 | OtherDirectExpensesEvent1 |
| Name Of Event2 | DINNER OF CHAMPIONS | NameOfEvent2 |
| Gross Receipts Event2 | 2303709 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 1988633 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 315076 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 53645 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 1667 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 209641 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 140546 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 11015 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 4 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 1757309 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 1516963 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 240346 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 45155 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 41364 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 25254 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 2125 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 39052 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 6752453 | GrossReceiptsTotal |
| Charitable Contributions Total | 5828926 | CharitableContributionsTotal |
| Gross Revenue Total Events | 923527 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 160794 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 82293 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 371963 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 144120 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 164357 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 923527 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | GRANTS/ASSISTANCE | TypeOfGrant |
| Number Of Recipients | 469 | NumberOfRecipients |
| Amount Of Cash Grant | 249387 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | BOOK | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | 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 MULTIPLE SCLEROSIS IS ALSO CONFIRMED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LEON LEBUFFE | |||||||||||||
| 162529 | 0 | 60000 | 0 | 0 | 0 | 6718 | 0 | 0 | 0 | 229247 | 0 | 0 | 0 |
| SUSAN BRADLEY | |||||||||||||
| 119462 | 0 | 25000 | 0 | 4320 | 0 | 4602 | 0 | 4596 | 0 | 157980 | 0 | 0 | 0 |
| DENISE NOWACK | |||||||||||||
| 121422 | 0 | 20000 | 0 | 0 | 0 | 4576 | 0 | 4596 | 0 | 150594 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4A | ReturnReference |
| Explanation | LEON LEBUFFE, PH.D. - $48,241.41. PAID IN 2012, AND WAS INCLUDED IN HIS 2012 FORM W-2. | Explanation |
Schedule M IRS990ScheduleM
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 23 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 123699 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (9 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | ADVERTISING | 15 | 173799 | FAIR MARKET VALUE |
| X | DECORATIONS | 1 | 2025 | FAIR MARKET VALUE |
| X | ENTERTAINMENT | 6 | 74316 | FAIR MARKET VALUE |
| X | EVENT SUPPORT | 3 | 2980 | FAIR MARKET VALUE |
| X | FACILITY RENTALS | 5 | 7590 | FAIR MARKET VALUE |
| X | LODGING | 1 | 1031 | FAIR MARKET VALUE |
| X | PRIZES | 4 | 5900 | FAIR MARKET VALUE |
| X | PROMOTIONS | 2 | 13950 | FAIR MARKET VALUE |
| X | LEGAL WORK - PRO BONO | 1 | 68382 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOLLOWING TRUSTEES HAVE FAMILY RELATIONSHIPS: BRITTA AND ART SCHRAMM, DAVE AND SCOTT PERREN, DINA AND TIMUR TECIMER, THOMAS AND MADELINE SHERAK. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS DRAFTED BY THE CHAPTER'S OUTSIDE ACCOUNTANTS. IT IS THEN REVIEWED BY THE DIRECTOR OF FINANCE, VP OF FINANCE AND THE CHAPTER PRESIDENT, AS WELL AS THE ORGANIZATION'S AUDIT COMMITTEE. A COPY OF THE FORM 990 AND ACCOMPANYING SCHEDULES ARE 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 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 REVIEWS COMPENSATION FOR OTHER KEY EMPLOYEES. THE NATIONAL ORGANIZATION PROVIDES EACH CHAPTER WITH COMPARABLE SALARY DATA FOR PRESIDENTS AND OTHER KEY POSITIONS AT NATIONAL MULTIPLE SCLEROSIS CHAPTERS AND OTHER VOLUNTARY HEALTH AGENCIES OF SIMILAR BUDGET SIZE AND GEOGRAPHIC 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 OF THE KEY EMPLOYEES, THE OUTCOME OF WHICH IS SHARED WITH THE COMPENSATION COMMITTEE. | |
| 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. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 218,699. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 3115 - CHANGE OF ACCOUNTING METHOD | MEMBERSHIP AND CONTRIBUTIONS ARE RECORDED AS REVENUE WHEN RECEIVED OR PROMISED (PLEDGED) UNCONDITIONALLY, AT THEIR NET REALIZABLE VALUE IF COLLECTION IS EXPECTED WITHIN ONE YEAR AND AT NET PRESENT VALUE WHEN COLLECTION IS EXPECTED IN GREATER THAN ONE YEAR. THE NET PRESENT VALUE OF LONG-TERM CONTRIBUTIONS RECEIVABLE ARE MEASURED BASED ON THE PRESENT VALUE OF FUTURE CASH FLOWS, WITH CONSIDERATION OF EXPECTATION ABOUT POSSIBLE VARIATIONS IN THE AMOUNT AND/OR TIMING OF THE CASH FLOWS AND OTHER SPECIFIC FACTORS THAT WOULD BE CONSIDERED BY MARKET PARTICIPANTS INCLUDING DONORS' CREDIT RISK. GIFTS RECEIVED WITH DONOR STIPULATIONS THAT LIMIT THE USE OF THE DONATED ASSETS ARE REPORTED AS TEMPORARILY RESTRICTED SUPPORT. THE CHAPTER RECOGNIZES INCOME FROM LEGACIES AND BEQUESTS WHEN AN UNASSAILABLE RIGHT TO THE GIFT HAS BEEN ESTABLISHED BY THE COURT AND THE PROCEEDS ARE MEASURABLE IN AMOUNT. WHEN A DONOR RESTRICTION EXPIRES, THAT IS, WHEN A TIME RESTRICTION ENDS OR PURPOSE RESTRICTION IS FULFILLED, TEMPORARILY RESTRICTED NET ASSETS ARE RECLASSIFIED AS UNRESTRICTED NET ASSETS AND REPORTED IN THE STATEMENT OF ACTIVITIES AS NET ASSETS RELEASED FROM RESTRICTIONS. CONDITIONAL CONTRIBUTIONS ARE RECOGNIZED AS REVENUE WHEN THE CONDITIONS ON WHICH THEY DEPEND HAVE BEEN SUBSTANTIALLY MET. IT IS THE CHAPTER'S POLICY TO RECORD TEMPORARILY RESTRICTED CONTRIBUTIONS RECEIVED AND FULFILLED IN THE SAME ACCOUNTING PERIOD IN THE UNRESTRICTED NET ASSET CLASS. ALL REVENUE RECEIVED IN ADVANCE FOR SPECIAL EVENTS THAT ARE HELD SUBSEQUENT TO YEAR END IS DEFERRED UNTIL THE EVENT TAKES PLACE. | REVENUE RECOGNITION AND DEFERRED REVENUE |
| FORM 990, PART X | THE BEGINNING BALANCE SHEET WAS RESTATED TO PROPERLY REPORT SPECIAL EVENTS REVENUE. IN ORDER TO CONFORM TO ACCOUNTING POLICIES OF THE NATIONAL MULTIPLE SCLEROSIS SOCIETY, THE CHAPTER HAS CHANGED ITS ACCOUNTING TREATMENT FOR CASH COLLECTED FOR EVENTS WHEN THE CASH COLLECTION PROCESS SPANS ACROSS FISCAL YEAR ENDS, AND THE EVENT IS HELD IN THE SUBSEQUENT FISCAL YEAR. ALL CASH COLLECTED PRIOR TO THE END OF THE FISCAL YEAR FOR AN EVENT OCCURRING IN THE SUBSEQUENT FISCAL YEAR WILL NOW BE RECORDED AS DEFERRED REVENUE AT THE END OF THE FISCAL YEAR, AND RECOGNIZED AS INCOME IN THE SUBSEQUENT FISCAL YEAR AT THE TIME WHEN THE EVENT IS HELD. THE PREVIOUS TREATMENT WAS TO RECOGNIZE THE INCOME IN THE YEAR IT WAS COLLECTED. CASH COLLECTED AS OF SEPTEMBER 30, 2011 FOR SPECIAL EVENTS OCCURRING SUBSEQUENT TO THAT DATE AMOUNTED TO $925,628. AS A RESULT OF THIS CHANGE, THE DEFERRED REVENUE BALANCE AT SEPTEMBER 30, 2011 WAS INCREASED BY $925,628, AND THE NET ASSETS BALANCE AS OF THE SAME DATE WAS DECREASED BY THE SAME AMOUNT. | PRIOR PERIOD RESTATEMENT |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL MULTIPLE SCLEROSIS SOCIETY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | UTILIZE SERVICES OF THE NATIONAL ORGANIZATION | PrimaryActivities |
| Legal Domicile State | NY | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 509(A)(1) | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (10 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| PACIFIC SOUTH COAST | ||
| P | 207507 | FMV |
| NMSS NYR | ||
| O | 300 | FMV |
| NMSS AZ | ||
| O | 3946 | FMV |
| NMSS CAN | ||
| O | 77031 | FMV |
| NMSS GNE | ||
| O | 97 | FMV |
| NMSS LS | ||
| O | 75 | FMV |
| NMSS MOS | ||
| O | 243 | FMV |
| NMSS NY | ||
| O | 452551 | FMV |
| NMSS NYRSRCH | ||
| O | 1687317 | FMV |
| NMSS PC | ||
| O | 14160 | FMV |
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