2012-06-28T15:41:23-05:00 2011-12-31 450250958 EIDE BAILLY LLP 5299 DTC BLVD STE 1000 GREENWOOD VILLAGE CO 801113329 990 2011-01-01 840795455 ROCKY MOUNTAIN MULTIPLE SCLEROSIS CENTER ROCK 3037884030 8845 WAGNER STREET WESTMINSTER CO 80031 KAREN WENZEL 3037884030 2012-06-26 1 KIM C HUNWARDSEN CPA P00484560 3037705700 2012-06-26 2011 2016-02-24 21:20:13Z KAREN WENZEL 8845 WAGNER STREET WESTMINSTER CO 80031 2407361 0 X WWW.MSCENTER.ORG X 1978 CO IMPROVE THE LIVES OF PEOPLE WITH MS & THEIR FAMILIES THROUGH CARE, SUPPORT, EDUCATION AND RESEARCH 25 25 27 551 0 0 1491935 1252521 1032707 1073568 2345 6282 79812 9578 2606799 2341949 0 0 0 0 891363 927417 0 0 128286 1066572 984158 1957935 1911575 648864 430374 3057263 3240393 1039499 812733 2017764 2427660 X TO IMPROVE THE LIVES OF PEOPLE WITH MULTIPLE SCLEROSIS AND THEIR FAMILIES THROUGH CARE, SUPPORT, EDUCATION AND RESEARCH. 0 0 1011597 864048 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. 327903 35120 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. 170074 151490 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. 139557 22910 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. 139557 22910 1649131 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 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 0 1 20 0 1 27 1 0 0 0 0 0 1 1 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 CO X X X DEE-ANN FAILING 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 JR 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 KAREN WENZEL 40.00 X 84587 0 11743 84587 0 11743 0 0 0 0 UNIVERSITY PHYSICIANS INC 13611 E COLFAX AVE AURORA CO 80045 MEDICAL 153750 UNIVERSITY OF COLORADO DENVER 1250 14TH STREET DENVER CO 80204 MEDICAL 114582 2 128820 1123701 5052 1252521 KADEP & OTHER PROGRAMS 621400 864048 864048 TISSUE BANK 621400 151490 151490 PUBLICATIONS 621400 26655 26655 RECUITMENT TRIALS 621400 18360 18360 HYDROTHERAPY 621400 5193 5193 7822 7822 1073568 6069 6069 1241 1241 11081 11081 11081 11081 3889 3676 213 213 213 58992 128820 61736 -2744 -2744 2341949 1073568 0 15860 96330 80763 6522 9045 689651 606876 41213 41562 4616 4031 215 370 80455 69927 3351 7177 56365 48831 3412 4122 90 90 36466 8318 26479 1669 3889 3889 383875 370459 1850 11566 598 598 182454 132781 16324 33349 9757 4915 4842 94734 85294 4945 4495 117783 117783 35844 18037 11749 6058 30267 23109 5874 1284 54311 49390 4921 16272 14482 930 860 BAD DEBT 5484 5484 DUES & SUBSCRIPTIONS 4066 2213 1167 686 8268 6438 1227 603 1911575 1649131 134158 128286 84611 263868 235348 97389 258250 323000 99189 106231 18304 15705 1909455 173651 1683767 1735804 79328 216230 598466 482166 3057263 3240393 52812 102408 46132 130325 790000 580000 100000 50555 0 1039499 812733 X 1440643 1875578 200262 197244 376859 354838 2017764 2427660 3057263 3240393 X 430374 -20478 X 0 1 1 X 0 X 925229 1114089 991034 1491935 1252521 5774808 925229 1114089 991034 1491935 1252521 5774808 529154 5245654 22708 23497 16056 11355 18391 92007 4702 14460 8609 12600 40371 5907186 4602138 0.88800 0.88840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 314676 347312 -19841 3237 638910 321479 -1430 2319 3054 314676 503741 45103 225000 2365 321479 754178 -121323 125000 4114 503741 0.44000 0.56000 1 0 595006 595006 1101910 59797 1042113 43108 838 42270 169431 113016 56415 1735804 BENEFICIAL INTEREST - COMMUNITY FIRST FOUNDATION ENDOWMENT 325291 BENEFICIAL INTEREST CHARITABLE REMAINDER TRUST 156875 482166 2341949 1911575 430374 -20478 -20478 409896 2386379 -20478 47761 27283 2359096 3889 -21036 -17147 2341949 1976483 47761 21036 68797 1907686 3889 3889 1911575 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: MANAGEMENT PERFORMS AN ANNUAL ANALYSIS OF THE MS CENTER'S VARIOUS TAX POSITIONS, ASSESSING THE LIKELIHOOD OF THOSE POSITIONS BEING UPHELD UPON EXAMINATION BY RELEVANT TAX AUTHORITIES. MANAGEMENT BELIEVES THAT IT HAS CONDUCTED ITS OPERATIONS IN ACCORDANCE WITH, AND HAS PROPERLY MAINTAINED, ITS TAX-EXEMPT STATUS, AND THAT IT HAS TAKEN NO MATERIAL UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE MS CENTER IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL, OR NON-U.S. INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2008. PART XII, LINE 4B - OTHER ADJUSTMENTS: ($21,036) - SPECIAL EVENT EXPENSES NETTED WITH INCOME ON FORM 990 PART XIII, LINE 2D - OTHER ADJUSTMENTS: $21,036 - SPECIAL EVENT EXPENSES NETTED WITH INCOME ON FORM 990 ANNUAL GALA 119436 86633 32803 5281 25021 2500 12057 MULITPLE SUMMIT FOR MS 38561 34735 3826 2993 833 2 16777 7452 9325 10397 2654 174774 128820 45954 2993 16511 25021 2500 14711 61736 -15782 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 DECEMBER, 2011. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -20,478.