2013-02-22T16:30:48-06:00 2012-09-30 362938874 OSTROW REISIN BERK & ABRAMS LTD 455 N CITYFRONT PLAZA DRIVE SUITE 1 CHICAGO IL 606115313 990 2011-10-01 362249887 NATIONAL MULTIPLE SCLEROSIS SOCIETY GREATER ILLINOIS CHAPTER NATI 3124214500 525 WMONROE STREET NO 900 CHICAGO IL 60661 JOHN BLAZEK 3124214500 2013-02-13 1 KENNETH L TORNHEIM P00079651 3126707444 2011 2016-03-07 17:11:31Z JOHN BLAZEK 525 WMONROE STREET NO 900 CHICAGO IL 60661 7047414 0 1048 X WWW.MSILLINOIS.ORG X 1953 IL WE MOBILIZE PEOPLE AND RESOURCES TO DRIVE RESEARCH FOR A CURE AND TO ADDRESS THE CHALLENGES OF EVERYONE AFFECTED BY MS. 26 25 45 1660 0 0 7556744 6830688 895 1630 5902 2092 -487239 -613994 7076302 6220416 163565 170290 0 0 2027154 2004985 0 0 1002090 4031724 4026666 6222443 6201941 853859 18475 3723831 3004877 2315482 1578053 1408349 1426824 X WE MOBILIZE PEOPLE AND RESOURCES TO DRIVE RESEARCH FOR A CURE AND TO ADDRESS THE CHALLENGES OF EVERYONE AFFECTED BY MS. 0 0 2262573 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. 1321805 170290 1630 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. 612478 PUBLIC EDUCATION - REPRESENTS PROGRAMS CONDUCTED FOR THE PURPOSE OF INFORMING AND ALERTING THE 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 OF PHYSICAL CONDITIONS, PLUS ALL OTHER COSTS OR EXPENSES WHICH DIRECTLY RELATE TO THE PERFORMANCE OF HEALTH EDUCATION SERVICES. 682383 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. 682383 4879239 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 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 52 0 1 45 1 0 0 0 0 0 1 1 0 0 0 0 X 26 25 0 0 0 0 0 0 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 RONALD BERNSTEIN 1.00 X X 0 0 0 MIKE SHELTON 1.00 X X 0 0 0 KIM ALBIN 1.00 X 0 0 0 MATT ANDRESEN 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 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 JAMES MCQUEEN III 1.00 X 0 0 0 DAVE PEREZ 1.00 X 0 0 0 DAVID RESNICK 1.00 X 0 0 0 S 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 JOHN BLAZEK 55.00 X 145230 0 5924 145230 0 5924 1 0 1 0 0 8284 5103448 137041 1581915 67675 6830688 CLIENT FEES 900099 1630 1630 1630 4017 4017 39859 0 39859 39859 39859 106460 108385 -1925 -1925 -1925 64760 5103448 718613 -653853 -653853 6220416 1630 0 -611902 170290 170290 157424 78712 39356 39356 1454824 1031687 136302 286835 230865 160612 23951 46302 161872 111627 17531 32714 417388 293504 12051 111833 369398 187174 18212 164012 502005 346183 54367 101455 84203 47226 2068 34909 97906 83918 556 13432 2262573 2262573 60363 41627 6537 12199 47568 32803 5152 9613 MISCELLANEOUS EXPENSES 185262 31303 4529 149430 6201941 4879239 320612 1002090 X 1395 56 0 1339 1998047 2337437 1380751 274650 22574 91373 743671 442254 235676 301417 86783 0 3723831 3004877 315415 240029 34100 242999 1965967 1095025 2315482 1578053 X 414732 511559 623617 545265 370000 370000 1408349 1426824 3723831 3004877 18475 0 X 0 1 1 X 0 X 8168252 7462539 6987737 7556744 6784615 36959887 8168252 7462539 6987737 7556744 6784615 36959887 36959887 117548 61001 12553 13637 43876 248615 17818 5550 14439 10492 48299 37256801 766945 0.99200 0.96330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 1 0 1 1271 0 0 1 32311 0 0 33582 0 PART IV, SUPPLEMENTAL INFORMATION: THE NATIONAL MULTIPLE SCLEROSIS SOCIETY PAYS FOR ALL LOBBYIST CONTRACT FEES FOR THE YEAR INCLUDING THE ANNUAL LOBBYIST REGISTRATION FEE. THE LOBBYING SERVICE WAS RENDERED BY LIZ BROWN-REEVES CONSULTING WHO WORKED IN PARTNERSHIP WITH THE ORGANIZATION'S STAFF AND ADVOCACY COMMITTEE OF VOLUNTEERS TO FULFILL ITS ADVOCACY ACTIVITIES FOR THE YEAR. AT THE BEGINNING OF THE FISCAL YEAR, THE STAFF AND ADVOCACY COMMITTEE MEMBERS SURVEYED OUR CONSTITUENTS TO DEVELOP PRIORITY ISSUES THAT THE CHAPTER WILL FOCUS ON. THEN, THE LOBBYIST ASSISTED THE ORGANIZATION IN DEVELOPING STRATEGIES TO PURSUE VIA LEGISLATIVE AND EDUCATIONAL EFFORTS. THE PRIORITY ISSUES FOR 2012 ARE: 1) IMPROVE SAFE PATIENT HANDLING IN HOSPITALS AND 2) IMPROVE ACCESSIBILITY FOR PEOPLE WITH MOBILITY DISABILITIES WHEN REFUELING AT GAS STATIONS. IN ADDITION TO THE LEGISLATIVE SESSION PLANNING AND ATTENDANCE, THE LOBBYIST ALSO SENDS MONTHLY REPORTS DURING THE RECESS AND BI-WEEKLY REPORTS DURING SESSION. THE LOBBYIST ALSO MEETS WITH OUR ADVOCACY COMMITTEE MEMBERS AS NEEDED. THE LOBBYIST ALSO CALLS IN FOR MEETINGS WITH THE ADVOCACY COMMITTEE LEADERSHIP AND STAFF DURING SESSION AND EVERY TWO WEEKS DURING RECESS. IN COLLABORATION WITH AN ADVOCACY PLANNING COMMITTEE, THE LOBBYIST ASSISTS WITH TRAINING OUR MS ACTIVISTS AND MEETING WITH LEGISLATORS IN SPRINGFIELD DURING OUR ANNUAL MS ACTION DAY (VISIT TO THE CAPITOL). LASTLY, THEY WORK WITH US ON COMMUNICATION TOOLS (E.G. LETTERS TO LEGISLATOR/INTEREST GROUPS, EMAILS/CALLS) TO FURTHER OUR GOALS ALONG. 827449 1524 1049 827924 826147 4454 3152 827449 884954 10785 69592 826147 879539 40270 34855 884954 0.45000 0.55000 0 0 500858 334077 166781 242813 108177 134636 301417 DUE TO NATIONAL HEADQUARTERS 371756 DEFERRED RENT AND LEASE INCENTIVE 615100 DUE TO OTHER CHAPTERS 4841 CAPITAL LEASE OBLIGATION 103328 1095025 6220416 6201941 18475 18475 6220416 0 6220416 0 6220416 6201941 0 6201941 0 6201941 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. WALK 2735730 2735730 14315 31395 1462 164869 BIKE 1541755 1541755 6150 61796 4800 180654 9 890723 825963 64760 3275 172964 6810 70123 5168208 5103448 64760 23740 266155 13072 415646 718613 -653853 1 SCHOLARSHIP 10 10000 COUNSELING 3 3751 MEDICAL EQUIPMENT & HOME MODIFICATION 28 22254 HOME CARE 17 25794 TRAVEL ASSISTANCE 60 50180 EMERGENCY FINANCIAL ASSISTANCE 10 4139 MEDICAL SUPPLIES AND WELLNESS 78 54172 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 145230 0 0 0 0 0 0 0 5924 0 151154 0 0 0 X 4 21602 STOCK QUOTE X SPECIAL EVENT GOODS 3 46073 0 0 1 0 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 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. 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. NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVENUE NEW YORK NY 10017 135661935 UTILIZES THE SERVICES OF THE NATIONAL ORGANIZATION NY 501(C)(3) 509(A)(1) NO 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1