2012-11-07T16:25:23-06:00 2012-06-30 521511275 RAFFA PC 1899 L STREET NW SUITE 900 WASHINGTON DC 20036 990 2011-07-01 221912812 MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA INC MULT 8564884500 706 HADDONFIELD ROAD CHERRY HILL NJ 080022652 DOUGLAS G FRANKLIN 8564884500 2012-11-07 1 FRANK H SMITH P00639053 2028225000 2012-11-07 2011 2016-02-24 21:20:13Z DOUGLAS G FRANKLIN 706 HADDONFIELD ROAD CHERRY HILL NJ 080022652 11075945 0 X WWW.MSASSOCIATION.ORG X 1970 NJ TO ENRICH THE QUALITY OF LIFE FOR EVERYONE AFFECTED BY MULTIPLE SCLEROSIS. 12 11 39 73 0 0 7632826 8577252 0 0 377121 261407 219997 198018 8229944 9036677 955803 1206279 0 0 2253164 2282940 1077289 1024611 2103454 3580893 4339278 7867149 8853108 362795 183569 5963328 6271966 1575834 1895882 4387494 4376084 X TO ENRICH THE QUALITY OF LIFE OF EVERYONE AFFECTED BY MULTIPLE SCLEROSIS. MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA'S (MSAA) WIDE ARRAY OF PROGRAMS BRINGS ONGOING SUPPORT AND DIRECT SERVICES TO PEOPLE WITH MS AND THEIR FAMILIES THROUGHOUT THE UNITED STATES. 0 0 5040650 1203930 PATIENT SERVICES: ALL SERVICES ARE PROVIDED FREE OF CHARGE AND ARE TARGETED TO ENRICHING THE QUALITY OF LIFE FOR EVERYONE AFFECTED BY MS. PROGRAMS AND SERVICES INCLUDE THE FOLLOWING: MSAA'S COOLING EQUIPMENT DISTRIBUTION PROGRAM HELPS INDIVIDUALS WITH MS WHOSE SYMPTOMS WORSEN FROM HEAT. THIS PROGRAM PROVIDES SPECIAL COOLING APPAREL PRODUCTS AT NO CHARGE TO INDIVIDUALS WITH MS WHO ARE SENSITIVE TO HEAT. THESE INCLUDE VESTS, COLLARS, AND WRIST WRAPS. FOR THE 12 MONTH PERIOD OF FY 11-12 (JULY 11 - JUNE 12), 2,331 PEOPLE RECEIVED COOLING ITEMS.MSAA'S MRI INSTITUTE ASSISTS UNINSURED, UNDER-INSURED AND INDIVIDUALS WITH MODEST INCOMES ACQUIRE MRI SCANS FOR THE PURPOSE OF PROVIDING AN MS DIAGNOSIS OR TO TRACK THE PROGRESSION OF THE DISEASE. ELIGIBLE PARTICIPANTS CAN HAVE THEIR SCANS UNDERWRITTEN BY MSAA. MSAA HAS NEGOTIATED LOW COST SCANS WITH ORGANIZATIONS REPRESENTING SOME 1200 IMAGING CENTERS NATIONWIDE. DURING THE PERIOD JULY 2011 THROUGH JUNE 2012, 1,223 SCANS WERE SUPPORTED BY MSAA. 886149 0 PUBLIC EDUCATION, REFERRAL AND COUNSELING: THROUGH PUBLICATIONS, OUR WEBSITE, A HELPLINE AND IN PERSON EDUCATION PROGRAMS, MSAA EDUCATES THOSE WITH MS AND A WIDER PUBLIC ABOUT THE DISEASE, THE MANAGEMENT OF SYMPTOMS AND BREAKTHROUGHS IN RESEARCH. INDIVIDUAL CLIENT NEEDS ARE MET THROUGH MSAA'S TOLL-FREE HELPLINE. CONSULTANTS ANSWER INDIVIDUAL CLIENT QUESTIONS AND LINK THEM TO APPROPRIATE SERVICES THROUGHOUT THE NATION. THROUGH DIRECT INFORMATIONAL CAMPAIGNS, MSAA HELPS THE GENERAL PUBLIC TO BETTER UNDERSTAND THE DISABILITY AND THE NEEDS OF THE DISABLED, THE OBJECTIVE BEING TO MAKE THE WORLD MORE WELCOMING AND ACCEPTING TO PEOPLE WITH MS.MSAA HAD MEDIA PLACEMENT VALUED AT $4,877,953. THIS COVERAGE HELPS CREATE AWARENESS OF MS TO THE GENERAL PUBLIC TO BETTER UNDERSTAND THE DISEASE AND ALSO PROMOTES MSAA PROGRAM INFORMATION, PROVIDING ASSISTANCE TO INDIVIDUALS IN NEED.MSAA RECEIVED A GOOGLE GRANT VALUED AT $312,449. THIS ALLOWED MSAA TO ASSIST INDIVIDUALS SEARCHING FOR INFORMATION RELATED TO MS, INCLUDING PROGRAMS AND SERVICES OFFERED BY MSAA, VIA KEYWORDS THROUGH GOOGLE'S SEARCH ENGINE. 59396 2349 HOUSING: MSAA HAS CONSTRUCTED FIVE INDIVIDUAL BARRIER FREE HOUSING COMPLEXES WITH A TOTAL OF 125 APARTMENTS FOR DISABLED INDIVIDUALS. DUE TO HUD AND IRS REQUIREMENTS, THE FIVE HOUSING COMPLEXES ARE REQUIRED TO BE SEPARATE CORPORATIONS AND ISSUE SEPARATE FEDERAL FORM 990S. MSAA CONSOLIDATES THE HOUSING CORPORATIONS IN THE ANNUAL AUDIT. PUBLIC EDUCATION, REFERRAL AND COUNSELING: THROUGH PUBLICATIONS, OUR WEBSITE, A HELPLINE AND IN PERSON EDUCATION PROGRAMS, MSAA EDUCATES THOSE WITH MS AND A WIDER PUBLIC ABOUT THE DISEASE, THE MANAGEMENT OF SYMPTOMS AND BREAKTHROUGHS IN RESEARCH. INDIVIDUAL CLIENT NEEDS ARE MET THROUGH MSAA'S TOLL-FREE HELPLINE. CONSULTANTS ANSWER INDIVIDUAL CLIENT QUESTIONS AND LINK THEM TO APPROPRIATE SERVICES THROUGHOUT THE NATION. THROUGH DIRECT INFORMATIONAL CAMPAIGNS, MSAA HELPS THE GENERAL PUBLIC TO BETTER UNDERSTAND THE DISABILITY AND THE NEEDS OF THE DISABLED, THE OBJECTIVE BEING TO MAKE THE WORLD MORE WELCOMING AND ACCEPTING TO PEOPLE WITH MS.MSAA HAD MEDIA PLACEMENT VALUED AT $4,877,953. THIS COVERAGE HELPS CREATE AWARENESS OF MS TO THE GENERAL PUBLIC TO BETTER UNDERSTAND THE DISEASE AND ALSO PROMOTES MSAA PROGRAM INFORMATION, PROVIDING ASSISTANCE TO INDIVIDUALS IN NEED.MSAA RECEIVED A GOOGLE GRANT VALUED AT $312,449. THIS ALLOWED MSAA TO ASSIST INDIVIDUALS SEARCHING FOR INFORMATION RELATED TO MS, INCLUDING PROGRAMS AND SERVICES OFFERED BY MSAA, VIA KEYWORDS THROUGH GOOGLE'S SEARCH ENGINE. 5986195 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 153 0 1 39 1 0 0 0 0 0 0 0 0 0 1 0 X 12 11 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK AL AR AZ CA CO CT FL GA HI IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NY OH OK OR PA RI SC TN UT VT WA WI WV WY X X DONNA MCFADDEN 8564884500 706 HADDONFIELD ROAD CHERRY HILL NJ 080022652 THOMAS J VASSALLO 1.00 X X 0 0 0 ROBERT MANLEY 1.00 X X 0 0 0 WILLIAM SAUNDERS 1.00 X X 0 0 0 SUE REHMUS 1.00 X X 0 0 0 JIM ANDERSON 1.00 X 0 0 0 BOB BARTH 1.00 X 0 0 0 MONICA DEBES GIBSON 1.00 X 0 0 0 ANNETTE M HOWARD MD 1.00 X 14000 0 0 JOHN MCCORRY 1.00 X 0 0 0 ERIC SIMONS 1.00 X 0 0 0 CHRISTINE SNYDER 1.00 X 0 0 0 ROBERT SOILEAU 1.00 X 0 0 0 DOUGLAS G FRANKLIN 37.50 X 220722 0 14323 GARY WALLACE 37.50 X 131510 0 5074 ROBERT RAPP 37.50 X 139080 0 11120 ANDREA GRIESE 37.50 X 94113 0 10509 599425 0 41026 3 0 1 0 HERITAGE PUBLISHING COMPANY 2402 WILDWOOD AVENUE SHERWOOD AR 72116 TELEMARKETING 1389122 SOUTHWEST PUBLISHING 2600 NW TOPEKA BOULEVARD TOPEKA KS 66617 MAIL HOUSE 610066 STRATEGIC FUNDRAISING 7591 9TH STREET NORTH ST PAUL MN 55114 TELEMARKETING 328057 DIRECT MAIL PROCESSORS 1150 CONRAD COURT HAGERSTOWN MD 21740 CAGING COMPANY 119872 BLACKBAUD PO BOX 930256 ATLANTA GA 31193 DONOR DATABASE 100348 5 279868 8297384 149917 8577252 97507 97507 43456 43456 54440 48747 5693 5693 5693 2154421 1990521 163900 163900 163900 FEES FOR SERVICES 900099 76700 76700 ADVERTISING REVENUE 900099 42579 42579 MAILING LIST RENTAL 900099 18590 18590 11000 11000 148869 9036677 0 0 459425 1206279 1206279 647923 507590 124446 15887 1262557 956630 182217 123710 39446 28536 7247 3663 201770 146134 49581 6055 131244 99672 20828 10744 44804 26371 5657 12776 70500 39240 30383 877 1024611 1024611 858513 718833 130605 9075 7745 7234 511 870579 493696 88071 288812 13364 8272 4895 197 50332 31945 13831 4556 59749 33605 24537 1607 30305 16791 13136 378 22290 13962 6186 2142 35116 21878 12833 405 PATIENT ASSISTANCE 1411898 1411898 DIRECT MAIL COST 336296 145029 25284 165983 CLOTHING RECOGNITION 269427 269427 LICENSES AND FEES 149147 48536 18337 82274 109213 24064 4874 80275 8853108 5986195 763459 2103454 X 2838145 1214462 180130 1443553 1011934 755832 750399 1006184 452953 595152 49585 36867 18764 24371 1572661 656844 888011 915817 2782256 2929341 9426 8402 5963328 6271966 704008 983433 869343 863028 2483 49421 1575834 1895882 X 2128442 2736609 2259052 1639475 4387494 4376084 5963328 6271966 X 183569 -194979 X 0 1 1 X 0 X 10775471 10063798 7948686 7632826 8577252 44998033 10775471 10063798 7948686 7632826 8577252 44998033 7634522 37363511 282790 233530 226960 213410 213993 1170683 47964 52593 59173 130843 130279 420852 46589568 2020 0.80200 0.81360 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME FEES FOR SERVICE ADVERTISING REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 356000 356000 819843 319025 500818 396818 337819 58999 915817 TENANT SECURITY DEPOSITS 2483 CAPITAL LEASE OBIGATIONS 46938 49421 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: MSAA PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2012, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. X X X X 1 HERITAGE PUBLISHING COMPANY 2402 WILDWOOD AVENUE SHERWOOD AR 72116 TELEPHONE CALL-TO-ACTION CAMPAIGNS 0 2866680 1764975 1101705 STRATEGIC FUNDRAISING 7591 9TH STREET N ST PAUL MN 55128 TELEPHONE CALL-TO-ACTION CAMPAIGNS 0 5770 11419 -5649 121 DIRECT RESPONSE 9350 ASHTON ROAD SUITE 202 PHILADELPHIA PA 19114 TELEPHONE CALL-TO-ACTION CAMPAIGNS 0 70 286 -216 2872520 1776680 1095840 AK AL AR AZ CA CO CT DC FL GA HI IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NY OH OK OR PA RI SC TN UT VT WA WI WV WY EXPLANATION OF FUNDRAISING PAYMENTS SCHEDULE G, PART I, LINE 2B, COLUMN (V) HERITAGE AND STRATEGIC'S TELEMARKETING FEES ARE BASED ON THE NUMBER OF CALLER HOURS WORKED. THE AGREEMENT REQUIRES THAT THE TELEMARKETER ARE PAID ON A PER MAILER BASIS/CALLER HOURS WORKED AND NOT BASED ON CONTRIBUTIONS RECEIVED. WITH RESPECT TO THE HERITAGE PUBLISHING COMPANY, THE FEES ARE ALL INCLUSIVE, AND INCLUDE THE MANAGEMENT OF THE CALL, THE PRINTING OF REMINDERS, THE MAILING OFFULFILLMENT REMINDERS, VERIFICATION OF PLEDGES, LONG DISTANCE TELEPHONE FEES, COMPUTER FEES ASSOCIATED WITH CAMPAIGN SETUP AND MANIPULATION OF DATA FOR THE PURPOSE OF REMINDER PERSONALIZATION AND REPORTING, AND ALL OTHER SERVICES SPECIFIED. FOR THE STRATEGIC FUNDRAISING, THE FEES ARE ALSO ALL INCLUSIVE WHICH INCLUDES TRAINING, CREATIVE, STRATEGY, MODELING AND ANALYTICS, AND SENDING UP TO THREE FULFILLMENT LETTERS TO COLLECT EACH PLEDGE, INCLUDING POSTAGE, PRINTING AND STANDARD STOCK. 1 DIAGNOSTIC MRI PROGRAMS 97 85903 FAIR MARKET VALUE DIAGNOSTIC MRI'S MRI INSTITUTE 1126 710104 FAIR MARKET VALUE BRAIN AND/OR CERVICAL SPINE MRI'S COOLING PROGRAM 2331 313178 FAIR MARKET VALUE COOL SUIT/DEVICE DISTRIBUTION EQUIPMENT DISTRIBUTION PROGRAM 607 94745 FAIR MARKET VALUE EQUIPMENT DISTRIBUTION BARRIER FREE HOUSING 1 2349 FAIR MARKET VALUE AIR-CONDITIONING UNIT PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: APPLICANTS COMPLETE AN APPLICATION FORM WHICH IS SUBMITTED TO MSAA. MSAA DETERMINES IF THE INDIVIDUAL IS ELIGIBLE TO RECEIVE THE AWARD. PAYMENTS ARE MADE DIRECTLY TO THE VARIOUS CENTERS THAT PROVIDE THE SERVICES TO THE INDIVIDUALS WHO MEET THE QUALIFICATIONS. X X X X 0 0 0 0 0 0 0 0 0 DOUGLAS G FRANKLIN 220722 0 0 0 0 0 6622 0 7701 0 235045 0 0 0 ROBERT RAPP 139080 0 0 0 0 0 4189 0 6931 0 150200 0 0 0 X 47 47685 FAIR MARKET VALUE X 1 102232 FAIR MARKET VALUE 0 1 1 THIRD PARTY USE: PART I, LINE 32B: MSAA USES A THIRD PARTY TO HANDLE THE COLLECTIONS AND OTHER PAPERWORK RELATED TO THE DONATED VEHICLES. FORM 990, PART VI, SECTION B, LINE 11 ONCE MSAA'S INDEPENDENT AUDITING FIRM COMPLETES THE FEDERAL FORM 990, THE ACCOUNTING DEPARTMENT VERIFIES THE ACCURACY OF THE NUMBERS. THE FEDERAL FORM 990 IS THEN SENT TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENTS. THE BOARD OF DIRECTORS HAS DESIGNATED THE AUDIT COMMITTEE TO HAVE THE FINAL APPROVAL BEFORE THE FEDERAL FORM 990 IS SUBMITTED TO THE INTERNAL REVENUE SERVICE BY THE CFO. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS ADMINISTERED BY THE BOARD OF DIRECTORS. ON AN ANNUAL BASIS, DIRECTORS, OFFICERS, AND SENIOR STAFF DESIGNATED BY THE PRESIDENT AND CEO MUST CERTIFY THAT THEY ARE IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. ANNUALLY, ALL OTHER EMPLOYEES RECEIVE A COPY OF THE POLICY FOR THEIR REVIEW. IF AN INCIDENT ARISES ABOUT A CONFLICT, IT WILL BE REFERRED TO THE BOARD OF DIRECTORS TO DETERMINE IF A CONFLICT HAS OCCURRED. ALL EMPLOYEES ARE ENCOURAGED TO BRING TO THE ATTENTION OF THE PRESIDENT AND CEO IF THEY FEEL A CONFLICT OF INTEREST MAY HAVE OCCURRED. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS AUTHORIZES A SALARY COMPENSATION STUDY BY AN INDEPENDENT COMPANY TO BE DONE EVERY THREE TO FIVE YEARS TO DETERMINE SALARY LEVELS FOR STAFF. SALARY ADJUSTMENTS AND RANGES ARE BASED UPON THE RECOMMENDATIONS FROM A SURVEY. ANNUAL COMPENSATION IS BASED ON THESE RANGES: JOB PERFORMANCE, INFLATION, AND BUDGETARY CONSIDERATIONS. THE PRESIDENT AND CEO'S COMPENSATION IS DIRECTLY DETERMINED BY THE BOARD OF DIRECTORS BASED UPON THE SAME CRITERIA. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, FORM 1023, AND GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FEDERAL FORM 990 IS POSTED ON MSAA'S WEB SITE. THE ANNUAL SUMMARY OF THE ASSOCIATION'S PROGRAMS AND FINANCES ARE PUBLISHED IN AN ANNUAL REPORT WHICH IS DISTRIBUTED TO MAJOR DONORS, CORPORATE SPONSORS, FOUNDATIONS AND THE GENERAL PUBLIC AND IS ALSO POSTED ON OUR WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -194,979. MSAA HOUSING FOR INDEPENDENT LIVING INC 706 HADDONFIELD ROAD CHERRY HILL NJ 080022652 543219877 ACQUIRE REAL PROPERTY FOR THE ELDERLY & HANDICAPPED. NJ 501(C)(3) N/A MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA INC 1 MSAA HOUSING FOR THE DISABLED INC 706 HADDONFIELD ROAD CHERRY HILL NJ 080022652 521812308 ACQUIRE REAL PROPERTY FOR THE ELDERLY & HANDICAPPED. NJ 501(C)(3) N/A MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA INC 1 MULTIPLE SCLEROSIS HOUSING INC 706 HADDONFIELD ROAD CHERRY HILL NJ 080022652 222464653 ACQUIRE REAL PROPERTY FOR THE ELDERLY & HANDICAPPED. NJ 501(C)(3) LINE 7 MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA INC 1 MULTIPLE SCLEROSIS HANDICAPPED HOUSING INC 706 HADDONFIELD ROAD CHERRY HILL NJ 080022652 222994497 ACQUIRE REAL PROPERTY FOR THE ELDERLY & HANDICAPPED. NJ 501(C)(3) LINE 7 MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA INC 1 MSAA JACKSONVILLE INC 706 HADDONFIELD ROAD CHERRY HILL NJ 080022652 562004972 ACQUIRE REAL PROPERTY FOR THE ELDERLY & HANDICAPPED. NJ 501(C)(3) LINE 7 MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0