2025-05-21T15:20:37-05:00 2024-09-30 991856619 GRANT THORNTON ADVISORS LLC 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990 2023-10-01 135661935 NATIONAL MULTIPLE SCLEROSIS SOCIETY NATI 8553721331 733 THIRD AVENUE NEW YORK NY 100173211 CINDY BERTRANDO CHIEF FINANCIAL OFFICER 2677655102 2025-05-21 1 1 DANIEL ROMANO P00504182 2125990100 2023 2025-03-06 01:10:19Z TIMOTHY COETZEE 733 THIRD AVENUE NEW YORK NY 100173211 213116583 0 1048 X WWW.NATIONALMSSOCIETY.ORG X 1946 NY WE WILL CURE MS WHILE EMPOWERING PEOPLE AFFECTED BY MS TO LIVE THEIR BEST LIVES. 30 29 1035 34000 642657 0 145194411 164094474 5595 0 3225647 6657527 1025593 998636 149451246 171750637 35661069 30200989 0 0 89227933 94295974 2544696 2400997 33798958 45452159 42178454 172885857 169076414 -23434611 2674223 184229514 201117763 74690665 73624690 109538849 127493073 X WE WILL CURE MS WHILE EMPOWERING PEOPLE AFFECTED BY MS TO LIVE THEIR BEST LIVES. 0 0 47201303 2963901 0 CLIENT AND COMMUNITY SERVICES (SEE SCHEDULE O)CLIENT AND COMMUNITY SERVICES - THE SOCIETY EMPOWERS PEOPLE AFFECTED BY MS TO SOLVE EVERYDAY CHALLENGES. WE BELIEVE THAT WHEN INDIVIDUALS ARE INFORMED, CONNECTED AND SUPPORTED BY LOVED ONES, COMMUNITIES, HEALTHCARE PROVIDERS AND THE SOCIETY, THEY EXPERIENCE AN IMPROVED QUALITY OF LIFE, INCREASED CONFIDENCE, NEW CONNECTIONS, AND TAKE POSITIVE ACTIONS TOWARD LIVING THEIR BEST LIVES. WE ACHIEVE THIS BY SERVING AS A TRUSTED SOURCE OF SUPPORT, OFFERING EDUCATIONAL PROGRAMS, RELIABLE INFORMATION, AND ONE-ON-ONE GUIDANCE THROUGH MS NAVIGATORS. WE ALSO FOSTER CONNECTIONS BETWEEN PEOPLE IMPACTED BY MS, PROVIDING EMOTIONAL SUPPORT AND A SENSE OF COMMUNITY. IN FISCAL 2024, MS NAVIGATORS ASSISTED 28,129 INDIVIDUALS IN CONNECTING TO CRITICAL RESOURCES SUCH AS MS EDUCATION AND INFORMATION, HEALTHCARE, FINANCIAL, EMOTIONAL, AND PERSONALIZED CASE MANAGEMENT SUPPORT. THE SOCIETY DELIVERED OVER 106 VIRTUAL AND IN-PERSON EDUCATIONAL PROGRAMS, REACHING 5,912 ATTENDEES. PROGRAMS WERE MADE AVAILABLE ON DEMAND, ALLOWING AN ADDITIONAL 225,493 INDIVIDUALS TO ENGAGE WITH THE CONTENT. TOPICS INCLUDED SYMPTOM MANAGEMENT, TREATMENT OPTIONS, AND WELLNESS STRATEGIES. APPROXIMATELY 780 ACTIVE SUPPORT GROUP LEADERS SPANNED THE COUNTRY, HELPING PROVIDE CONNECTIONS BOTH IN-PERSON AND WITHIN VIRTUAL SETTING FOR PEOPLE LIVING WITH MS AND THEIR LOVED ONES. 1,900 INDIVIDUALS WERE REFERRED BY THEIR HEALTHCARE PROVIDER TO THE NATIONAL MS SOCIETY TO RECEIVE INFORMATION AND SUPPORT IN MANAGING MS.AS A RESULT OF THESE CLIENT AND COMMUNITY SERVICES, 78% OF PARTICIPATING INDIVIDUALS FEEL MORE CONFIDENT IN ADDRESSING CHALLENGES OF MS, 76% FEEL THE NATIONAL MS SOCIETY IS A TRUSTED SOURCE OF SUPPORT, AND 85% OF INDIVIDUALS MADE NEW CONNECTIONS TO INFORMATION, PEOPLE, AND OTHER SOURCES OF SUPPORT.THESE PROGRAMS AND SUPPORT DIRECTLY ADVANCE OUR MISSION TO CURE MS WHILE ENPOWERING PEOPLE AFFECTED BY MS TO LIVE THEIR BEST LIVES. 35715880 0 0 PUBLIC EDUCATION (SEE SCHEDULE O)PUBLIC EDUCATION - PEOPLE WITH MS CAN BETTER MANAGE THEIR DISEASE WHEN THEY HAVE THE SUPPORT AND UNDERSTANDING OF THE PEOPLE AROUND THEM-FROM DOCTORS TO EMPLOYERS TO FAMILY MEMBERS. THAT'S WHY WE WORK RELENTLESSLY TO TELL THE WORLD WHAT IT MEANS TO LIVE WITH MS. WE EDUCATE THE PUBLIC THROUGH THE SOCIETY'S AWARENESS CAMPAIGNS, PUBLIC SERVICE ANNOUNCEMENTS, AND MOMENTUM, WHICH IS THE SOCIETY'S FLAGSHIP MAGAZINE DISTRIBUTED QUARTERLY TO NEARLY 500,000 PEOPLE LIVING WITH MS, HEALTHCARE PROVIDERS, AND SUPPORTERS OF THE SOCIETY. WE SEND BIMONTHLY EMAILS WITH NEWS AND INFORMATION ABOUT MS TO 850,000 PEOPLE AND MORE THAN 6.2 MILLION PEOPLE VISIT THE SOCIETY'S WEBSITE EACH YEAR TO ACCESS INFORMATION AND SUPPORT AND GET INVOLVED.IN ADDITION, MANY PEOPLE GET ENGAGED IN CONVERSATIONS AND LEARN MORE ABOUT MS VIA THE SOCIETY'S SOCIAL MEDIA, WITH MORE THAN 1.1 MILLION FOLLOWERS. 30721142 25529051 RESEARCH AND SCIENTIFIC STUDIES (SEE SCHEDULE O)RESEARCH AND SCIENTIFIC STUDIES - IN FISCAL 2024, THE SOCIETY INVESTED $31.2 MILLION TO SUPPORT 271 NEW AND ONGOING RESEARCH PROJECTS AROUND THE WORLD AIMED AT STOPPING MS IN ITS TRACKS, RESTORING FUNCTION, AND ENDING THE DISEASE FOREVER. THE SOCIETY ENGAGED 104 EXPERT SCIENTIFIC AND PEER REVIEWERS TO EVALUATE 369 PROPOSALS FOR RESEARCH GRANTS, FELLOWSHIPS AND EARLY CAREER AWARDS, COMMERCIAL RESEARCH AND DEVELOPMENT AGREEMENTS, AND TARGETED RESEARCH GRANTS. WE ALSO ENGAGED 15 LAY COMMUNITY REVIEWERS TO HELP THE SOCIETY IDENTIFY THE MOST PROMISING AND APPROPRIATE RESEARCH INVESTMENTS.RESEARCH PRIORITY AREAS TO DRIVE BREAKTHROUGHS TO A CURE INCLUDE: ACCELERATING PROMISING RESEARCH TO EMPOWER PEOPLE AFFECTED BY MS TO LIVE THEIR BEST LIVES AND ADVANCE THE PATHWAYS TO MS CURES ROADMAP, INCLUDING: STOPPING DISEASE ACTIVITY AND PROGRESSION THROUGH PRECISION MEDICINE AND EARLY DETECTION; RESTORING WHAT'S BEEN LOST BY REVERSING SYMPTOMS AND DISABILITY THROUGH REGENERATION AND FUNCTIONAL RECOVERY ENHANCED BY REHABILITATION AND WELLNESS; AND ENDING THE DISEASE THROUGH PREVENTION BY LIMITING EXPOSURE TO RISK FACTORS ACROSS THE POPULATION AND FOR THOSE MOST AT-RISK. 6563759 1708037 0 PROFESSIONAL EDUCATION AND TRAINING - THE SOCIETY WANTS SCIENTISTS AND HEALTHCARE PROFESSIONALS TO BE AWARE OF AND TRAINED IN MS SO THAT THE VERY BEST EXPERTISE WORLDWIDE IS ENGAGED IN FINDING TREATMENTS AND SOLUTIONS FOR EVERYONE WITH MS. THIS INCLUDES ACTIVITIES AND PROGRAMS DESIGNED TO IMPROVE THE KNOWLEDGE, SKILLS, AND CRITICAL JUDGEMENT OF SCIENTISTS, PHYSICIANS AND OTHER HEALTHCARE PROFESSIONALS ENGAGED (DIRECTLY OR INDIRECTLY) IN PROVIDING SERVICES TO PEOPLE LIVING WITH MS BY KEEPING THEM ABREAST OF NEW DIAGNOSTIC TECHNIQUES AND THERAPIES. IN FISCAL 2024, 86 CLINICIANS, WHO PROVIDE CARE FOR APPROXIMATELY 12,500 PEOPLE WITH MS, PARTICIPATED IN ECHO MS, WHICH IS A CONTINUING MEDICAL EDUCATION PROGRAM THAT ESTABLISHES A PEER-TO-PEER KNOWLEDGE SHARING NETWORK TO IMPROVE OVERALL HEALTH OUTCOMES FOR INDIVIDUALS WITH MS. 91% OF PARTICIPANTS REPORTED THAT THEY WILL BE MAKING A CHANGE TO THEIR CLINICAL PRACTICE AS A RESULT OF THE PROGRAM. AS OF 2024, THE SOCIETY HAS FUNDED THE TRAINING OF 115 PHYSICIANS TO BECOME MS SPECIALISTS WHO ARE NOW PROVIDING CARE FOR NEARLY 18,000 PEOPLE LIVING WITH MS. 6563759 1708037 0 120202084 1 1 0 1 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 1 1 0 1 1 1 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 1794 0 1 1035 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 30 29 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X X CYNTHIA BERTRANDO CFO 8003444867 733 THIRD AVENUE NEW YORK NY 100173211 CYNTHIA ZAGIEBOYLO PRESIDENT & CEO (THRU 07/2024) 40.00 0.00 X X 630435 0 13200 TIMOTHY COETZEE PRESIDENT & CEO (AS OF 07/2024) 40.00 0.00 X X 385380 0 63156 PETER PORRINO CHAIR 5.00 0.00 X X 0 0 0 DANA M FOOTE VICE CHAIR 5.00 0.00 X X 0 0 0 BONNIE HIGGINS VICE CHAIR 5.00 0.00 X X 0 0 0 CAROLINE WHITACRE VICE CHAIR 5.00 0.00 X X 0 0 0 DIANA TWADELL SECRETARY 5.00 0.00 X X 0 0 0 HAFIZ CHANDIWALA TREASURER 5.00 0.00 X X 0 0 0 MICHAEL BOGDONOFF DIRECTOR (THRU 11/2023) 5.00 0.00 X 0 0 0 CHRIS CAMPBELL DIRECTOR 5.00 0.00 X 0 0 0 MICHELE DINN DIRECTOR 5.00 0.00 X 0 0 0 KASSAUNDRA ESCALERA DIRECTOR 5.00 0.00 X 0 0 0 DON FRACCHIA DIRECTOR (AS OF 11/2023) 5.00 0.00 X 0 0 0 PETER GALLIGAN DIRECTOR 5.00 0.00 X 0 0 0 SHYAM GIDUMAL DIRECTOR 5.00 0.00 X 0 0 0 ANDY HARRIS DIRECTOR 5.00 0.00 X 0 0 0 IAN HARRIS DIRECTOR 5.00 0.00 X 0 0 0 WILLIAM HOLLEY DIRECTOR 5.00 0.00 X 0 0 0 TIMOTHY HUSKEY DIRECTOR 5.00 0.00 X 0 0 0 RICHARD KNUTSON DIRECTOR (THRU 11/2023) 5.00 0.00 X 0 0 0 JAMIE LARSEN DIRECTOR (AS OF 11/2023) 5.00 0.00 X 0 0 0 ANDREA LINDSLEY DIRECTOR (AS OF 11/2023) 5.00 0.00 X 0 0 0 MARK LIVINGSTON DIRECTOR 5.00 0.00 X 0 0 0 LINDA MCALEER DIRECTOR 5.00 0.00 X 0 0 0 RICK MCDERMOTT DIRECTOR 5.00 0.00 X 0 0 0 WILLIAM T MONAHAN DIRECTOR (THRU 11/2023) 5.00 0.00 X 0 0 0 HELEN MYERS DIRECTOR (AS OF 11/2023) 5.00 0.00 X 0 0 0 ELIZABETH PAGE DIRECTOR (THRU 11/2023) 5.00 0.00 X 0 0 0 RUSSELL PARKER DIRECTOR 5.00 0.00 X 0 0 0 CHET POREMBSKI DIRECTOR (THRU 11/2023) 5.00 0.00 X 0 0 0 TOBI ROGOWSKY DIRECTOR 5.00 0.00 X 0 0 0 DAVID M ROTTKAMP DIRECTOR 5.00 0.00 X 0 0 0 ROBERT SHIN DIRECTOR 5.00 0.00 X 0 0 0 NANCY SICOTTE DIRECTOR (AS OF 11/2023) 5.00 0.00 X 0 0 0 JAMI STEWART DIRECTOR 5.00 0.00 X 0 0 0 WENDI WASIK DIRECTOR 5.00 0.00 X 0 0 0 MALCOLM P WATTMAN ESQ DIRECTOR (THRU 11/2023) 5.00 0.00 X 0 0 0 CYNTHIA BERTRANDO CHIEF FINANCIAL OFFICER 40.00 0.00 X 275591 0 52587 LISA GOLDFARB THRU 052024 CHIEF PPL, VOL & COMM ENG OFFICER 40.00 0.00 X 391879 0 13200 TAMI CAESAR THRU 122023 CHIEF OPERATING OFFICER 40.00 0.00 X 704634 0 33730 JENNIFER LEE EVP, DEVELOPMENT 40.00 0.00 X 292165 0 34237 BRUCE BEBO EVP, RESEARCH 40.00 0.00 X 233185 0 37795 RONDA KRIER EVP, TECHNOLOGY 40.00 0.00 X 217874 0 61568 KAREN MARINER EVP, PROGRAMS & SUPPORT 40.00 0.00 X 194331 0 22048 MISTY FLOWERS AS OF 062024 EVP, FINANCE & OPERATIONS 40.00 0.00 X 163811 0 47585 PHYLLIS ROBSHAM THRU 072024 EVP, COMMUNITY LEADERSHIP 40.00 0.00 X 277045 0 30177 WHITNIE GLADDEN GENERAL COUNSEL 40.00 0.00 X 270835 0 25810 BARI TALENTE EVP, ADVOCACY & HEALTHCARE ACCESS 40.00 0.00 X 271742 0 64698 RON ZWERIN THRU 062024 EVP, MKT, BRAND & COMMUNICATIONS 40.00 0.00 X 230421 0 54341 REBECCA FEHLIG EVP, OPERATIONS (THRU 07/2024) 40.00 0.00 X 222208 0 8815 GRAHAM MCREYNOLDS FORMER AVP, GLOBAL INITIATIVES 0.00 0.00 X 122590 0 4931 4884126 0 567878 155 1 1 0 MERKLE INC 7001 COLUMBIA GATEWAY DRIVE COLUMBIA MD 21046 SEE SCHEDULE O 9988394 SLALOM INC 255 S KING ST STE 1800 SEATTLE WA 98104 IT PROFESSIONAL SERVICES 3424178 GLOBAL CLOUD LTD 30 WEST THIRD STREET CINCINNATI OH 45202 IT/PROCESSING SERVICES 1568667 PROVIDENT CONTRUCTION INC 12424 E WEAVER PLACE CENTENNIAL CO 80111 CONSTRUCTION 849159 INTECROWD LLC 8927 HYPOLUXO ROAD STE A4-330 LAKE WORTH FL 33467 IT PROFESSIONAL SERVICES 754004 36 79917639 358012 83818823 2511664 164094474 4121225 4121225 20106 0 20106 20106 20106 20431044 17894742 2536302 2536302 2536302 23465772 79917639 23465772 0 74985 5432 69553 69553 ADVERTISING INCOME 900099 642657 642657 MISCELLANEOUS INCOME 900099 266320 266320 908977 171750637 0 642657 7013506 23849553 23849553 2972701 2972701 3378735 3378735 4169243 2964189 480919 724135 68233910 48511984 7870726 11851200 2175478 1546691 250940 377847 14279185 10152013 1647092 2480080 5438158 3866345 627287 944526 65444 65444 620418 620418 179230 179230 72567 72567 2400997 2400997 292609 292609 6027307 4504109 39549 1483649 3361682 841901 120281 2399500 3439444 96582 71601 3271261 9823660 6962681 1012090 1848889 5794244 3978077 694219 1121948 887201 420837 35583 430781 1554220 1306081 41859 206280 1025420 704427 122587 198406 1312107 900715 157284 254108 PRINTING, PUB., & POST. 6480071 2188112 613791 3678168 AWARDS & PRIZES 439110 421990 3513 13607 EQUIPMENT RENTAL 229649 157705 27490 44454 BAD DEBTS 58856 18169 30359 10328 515215 385920 70501 58794 169076414 120202084 15075372 33798958 X 5077088 608713 668475 3799900 45147637 22733586 16179235 10993676 426663 343656 4743599 6471020 9439020 5553046 3025924 3885974 97185609 111852609 153584 154480 17367263 44682762 184229514 201117763 14683244 14142448 24307666 24049274 6422973 8624082 13687461 14564199 15589321 12244687 74690665 73624690 X 59017006 54418000 50521843 73075073 109538849 127493073 184229514 201117763 X 2674223 14976095 303906 X 0 1 X 1 0 X 150008066 139286957 166995681 145194411 164094474 765579589 150008066 139286957 166995681 145194411 164094474 765579589 7572010 758007579 3899079 2907536 3602458 4712323 4141331 19262727 1190061 1262718 760548 409144 642657 4265128 7629516 8188509 19870045 22796887 23807077 82292034 871399478 38195 0.86990 0.88160 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING - 2019 AMOUNT: $ 7,531,945. 2020 AMOUNT: $ 8,057,964. 2021 AMOUNT: $ 19,793,927. 2022 AMOUNT: $ 22,412,256. 2023 AMOUNT: $ 23,465,772. GROSS RECEIPT FROM GAMING - 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 201,720. 2023 AMOUNT: $ 74,985. MISCELLANEOUS INCOME - 2019 AMOUNT: $ 97,571. 2020 AMOUNT: $ 130,545. 2021 AMOUNT: $ 76,118. 2022 AMOUNT: $ 182,911. 2023 AMOUNT: $ 266,320. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 385749 1 19287 0 1 546477 1 334316 0 1285829 0 PART II-B, LINE 1: APPROXIMATELY 45,000 MS ACTIVISTS WITH PERSONAL CONNECTIONS TO MULTIPLE SCLEROSIS ARE ON THE FRONTLINE, MOVING TOGETHER AND SPEAKING WITH ONE VOICE TO CREATE LEGISLATIVE AND REGULATORY CHANGES THAT BENEFIT PEOPLE LIVING WITH MS AND THEIR FAMILIES. THEIR ACTIONS DRIVE CHANGE IN PUBLIC POLICIES TO BRING POSITIVE IMPACT FOR PEOPLE AFFECTED BY MS. VOLUNTEERS SHARE STORIES ABOUT LIVING WITH MS, CONNECT WITH DECISION MAKERS, WORK WITH LIKE-MINDED PARTNERS AND CREATE SYSTEMIC CHANGE TO IMPACT THE GREATEST NUMBER OF PEOPLE POSSIBLE. STATE AND FEDERAL POLICY PRIORITIES ARE DETERMINED BY BOTH AN ORGANIZATIONAL PROCESS AND BY STAFF AND GOVERNMENT RELATIONS VOLUNTEERS. TOP AREAS OF FOCUS IN FISCAL 2024 INCLUDED ADVOCATING FOR ACCESS TO QUALITY, AFFORDABLE HEALTH COVERAGE; ACCESS TO AFFORDABLE MEDICATION (PHARMACY BENEFIT MANAGER REFORM); EXTENDING BENEFITS OF TELEHEALTH SERVICES; AND INCREASED FUNDING FOR MS RESEARCH. 0 1 X 19860478 4561084 703347 60885 23657330 18296930 5000 2600261 1011097 30616 19860478 23355758 553 -4254137 734562 70682 18296930 20280605 211969 5090737 2182798 44755 23355758 21446141 291990 -870352 193288 393886 20280605 0.70292 0.29708 0 0 1527792 619253 908539 5127436 2158301 2969135 2783792 2775492 8300 3885974 BENEFICIAL INTERESTS IN TRUSTS 29509660 OPERATING LEASE RIGHT-OF-USE ASSETS 9239016 OTHER NON-CURRENT ASSETS 5934086 44682762 LEASE LIABILITIES 10551044 DUE TO ANNUITANTS 1308174 OTHER LIABILITIES 385469 12244687 X 196824341 14976095 10086312 303906 25366313 171458028 292609 292609 171750637 178870117 10086312 10086312 168783805 292609 292609 169076414 PART IV, LINE 2B: ESCROW LIABILITY ARRANGEMENT EXPLANATION THE SOCIETY IS THE LEAD AGENCY AND A MANAGING MEMBER OF THE PROGRESSIVE MS ALLIANCE, ALONG WITH ASSOCIANZIONE ITALIANA SCLEROSI MULTIPLA (ITALY), MS AUSTRALIA, MULTIPLE SCLEROSIS INTERNATIONAL FEDERATION, MS SOCIETY (UNITED KINGDOM), AND THE MULTIPLE SCLEROSIS SOCIETY OF CANADA. THE ALLIANCE IS OPEN TO MS ORGANIZATIONS FROM AROUND THE WORLD AND IT IS CONTINUALLY SEEKING NEW MEMBER ORGANIZATIONS FROM THE GLOBAL MS COMMUNITY. THE ALLIANCE MADE A JOINT COMMITMENT TO ACCELERATE THE DEVELOPMENT OF TREATMENT FOR PROGRESSIVE MS. THE ALLIANCE HAS THREE PRIORITY OBJECTIVES WHICH INCLUDE: UNDERSTAND, PREVENT AND REVERSE PROGRESSION, SPEED UP AND IMPROVE CLINICAL TRIALS, AND IMPROVE WELL-BEING THROUGH PROVEN THERAPEUTIC APPROACHES. OUR FOCUS AND MISSION REMAIN CLEAR: TO ACCELERATE THE DEVELOPMENT OF EFFECTIVE TREATMENTS FOR PEOPLE WITH MULTIPLE SCLEROSIS WORLDWIDE. THE ALLIANCE INVESTS IN RESEARCH THAT ADVANCES OUR UNDERSTANDING OF PROGRESSIVE MS, IDENTIFIES POTENTIAL NEW TREATMENTS, AND CREATES TOOLS TO SPEED UP AND IMPROVE CLINICAL TRIALS. AS A MANAGING MEMBER, THE SOCIETY CONTRIBUTED $14,331,769 THROUGH FISCAL 2024 AND HAS COMMITTED $558,036 OVER THE NEXT YEAR, CONDITIONAL ON VARIOUS FACTORS. IN ADDITION, AS THE LEAD AGENCY, THE SOCIETY MAINTAINS CUSTODY OF THE POOLED FUNDS CONTRIBUTED FROM OTHER ALLIANCE MEMBERS. THE DISBURSEMENT OF FUNDS FOR PROGRESSIVE MS RESEARCH INITIATIVES IS APPROVED BY THE EXECUTIVE COMMITTEE, MADE UP OF THE CEOS OF THE MANAGING MEMBER ORGANIZATIONS. THE SOCIETY RECEIVED A TOTAL OF $2,912,489 DURING THE YEAR ENDING SEPTEMBER 30, 2024 FROM ALLIANCE MEMBERS, WHICH WILL BE HELD UNTIL SUCH TIME THE FUNDS ARE APPROVED FOR EXPENDITURE. AS OF SEPTEMBER 30, 2024, THE SOCIETY RECORDED UNSPENT DONATED FUNDS, CONSISTING OF BOTH SOCIETY AND OTHER ALLIANCE MEMBERS' MONIES, TOTALING $14,564,199, AS A LIABILITY. PART V, LINE 4: INTENDED USES OF ENDOWMENT FUND THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER INTENDED TO PRESERVE THEIR VALUE CONSISTENT WITH SUCH DONOR STIPULATIONS, MINIMIZE THE EFFECT OF HIGH ECONOMIC VOLATILITY AND/OR LOW INVESTMENT RETURN AND PROVIDE FUNDING FOR THE PROGRAMS SPECIFIED BY THE DONORS, INCLUDING THE MARILYN HILTON MS ACHIEVEMENT CENTER, DIRECT FINANCIAL ASSISTANCE, RESEARCH, AND OTHER GENERAL SERVICES, PROGRAMS AND OPERATIONS. PART X, LINE 2: FIN 48 FOOTNOTE GUIDANCE IN "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" UNDER THE ASC OF THE FASB CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS STANDARD PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE STANDARD ALSO PROVIDES GUIDANCE ON MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURE. THE SOCIETY HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND, TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE SOCIETY HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. FOR THE YEAR ENDING SEPTEMBER 30, 2024, THE SOCIETY RECORDED $8,600 AS A PROVISION FOR INCOME TAXES FROM UNRELATED BUSINESS INCOME ACTIVITIES WHICH IS REFLECTED WITHIN ACCOUNTS PAYABLE AND ACCRUED LIABILITIES ON THE ACCOMPANYING CONSOLIDATED STATEMENT OF FINANCIAL POSITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN TRUST 379,089. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -75,183. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 14 GRANTMAKING 1787068 EAST ASIA AND THE PACIFIC 0 5 GRANTMAKING 1051271 NORTH AMERICA 0 6 GRANTMAKING 540396 0 25 0 0 0 25 3378735 0 3378735 EAST ASIA AND THE PACIFIC RESEARCH 65380 WIRE 0 EAST ASIA AND THE PACIFIC RESEARCH 297356 WIRE 0 EAST ASIA AND THE PACIFIC RESEARCH 161762 WIRE 0 EAST ASIA AND THE PACIFIC RESEARCH 226773 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 162623 WIRE 0 NORTH AMERICA RESEARCH 25781 WIRE 0 NORTH AMERICA RESEARCH 65509 WIRE 0 NORTH AMERICA RESEARCH 129009 WIRE 0 NORTH AMERICA RESEARCH 175167 WIRE 0 NORTH AMERICA RESEARCH 100000 WIRE 0 NORTH AMERICA RESEARCH 44930 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 160740 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 250544 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 119624 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 193746 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 33000 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 223131 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 18457 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 100000 WIRE 0 EAST ASIA AND THE PACIFIC RESEARCH 300000 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 84594 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 24495 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 147102 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 23158 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 245854 WIRE 0 25 0 0 0 0 0 0 0 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS THE SOCIETY HAS INDEPENDENT RESEARCH ADVISORY COMMITTEES THAT EVALUATE ALL GRANT APPLICATIONS AND RECOMMEND GRANTS TO BE FUNDED BY THE SOCIETY BASED UPON THE QUALIFICATIONS OF THE INSTITUTION AND RESEARCHER(S), AND THE RESEARCH PROJECT'S SCIENTIFIC MERIT AND POTENTIAL APPLICABILITY TO MS. ONCE A GRANT HAS BEEN APPROVED, GRANTEES ARE REQUIRED TO SUBMIT PROGRESS REPORTS ON AN ANNUAL OR MORE FREQUENT BASIS BEFORE ADDITIONAL FUNDING IS AUTHORIZED. X X X X X X X 1 MERKLE GROUP 7001 COLUMBIA GATEWAY DRIVE COLUMBIA MD 21046 DONOR DATA 0 8113445 2272601 5840844 CLINTON MATTHEW BELL 3262 WALDEN GLEN ESCONDIDO CA 92027 EVENT AUCTIONEER 0 601813 36570 565243 MATTHEW WALTER NEWSOM 1901 KILMONACK LANE CHARLOTTE NC 28270 EVENT AUCTIONEER 0 189892 12150 177742 SCOTT ROBERTSON PA 2759 JANET STREET MATLACHA FL 33993 EVENT AUCTIONEER 0 77900 5800 72100 BEN FARRELL AUCTION & REAL ESTATE LLC 920 GREEN VALLEY DRIVE NASHVILLE TN 37220 EVENT AUCTIONEER 0 62228 14971 47257 BENEFIT AUCTIONS 360 LLC PO BOX 12633 PORTLAND OR 97212 EVENT AUCTIONEER 0 49750 7000 42750 MENISH PRODUCTIONS INC PO BOX 221066 LOUISVILLE KY 40252 EVENT AUCTIONEER 0 37445 5600 31845 SUSAN L JOHNSON 7393 NORTH DEARBORN RD GUILFORD IN 47022 EVENT AUCTIONEER 0 29897 6275 23622 HUNT AUCTIONEERS 2 GOLD STREET 4503 NEW YORK NY 10038 EVENT AUCTIONEER 0 23606 5500 18106 9185976 2366467 6819509 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI BIKE MS (50) 51813064 38551089 13261975 1539045 1331701 2483465 286268 7621496 WALK MS (218) 33645011 27694542 5950469 1004590 964354 384423 229992 3367110 96 17925336 13672008 4253328 72601 732456 1903026 635891 909354 103383411 79917639 23465772 2616236 3028511 4770914 1152151 11897960 23465772 0 74985 5432 0 74985 5432 5432 69553 DE FL MA MI MO NC OR PA TX 1 0 1 0 0.00000 1.00000 CYNTHIA BERTRANDO CFO 733 THIRD AVENUE NEW YORK NY 100173211 0 CYNTHIA BERTRANDO CFO 0 CYNTHIA BERTRANDO, THE CHIEF FINANCIAL OFFICER, PREPARES THE BOOKS AND RECORDS FOR THE ORGANIZATION'S GAMING/SPECIAL EVENTS AND OVERSEES THE MANAGEMENT OF THE GAMING OPERATION. THESE RESPONSIBILITIES ARE PART OF HER ROLE AS CFO. SHE DOES NOT RECEIVE SEPARATE COMPENSATION RELATED TO MANAGEMENT OF THE GAMING ACTIVITIES. X 1 62230 SCHEDULE G, PART I, LINE 2B, COLUMN (V) PROFESSIONAL FUNDRAISERS THE SOCIETY USED MERKLE FOR THE MAJORITY OF ITS DIRECT MAIL CAMPAIGNS IN FY2024. THESE CAMPAIGNS COLLECTIVELY RAISED $8,113,445 IN REVENUE FOR FY2024. ADDITIONALLY, EVENT AUCTIONEERS ASSIST THE SOCIETY IN ACQUIRING MERCHANDISE TO BE AUCTIONED. COLLECTIVELY, THEY RAISED $1,072,531 IN REVENUE FOR 2024. SCHEDULE G, PART II FUNDRAISING EVENTS BIKE MS BIKE MS IS THE LARGEST CHARITY CYCLING SERIES IN THE WORLD. BIKE MS HAS 50 RIDES ACROSS THE U.S. WITH EXPERIENCES THAT ARE UNIQUE TO EACH RIDE FOR CASUAL, NOVICE, AND EXPERIENCED CYCLISTS. IN FISCAL 2024, NEARLY 40,000 CYCLISTS AND MORE THAN 4,000 TEAMS RODE AND PROVIDED FUNDRAISING SUPPORT FOR THE SOCIETY. WALK MS 136,000 PEOPLE PARTICIPATED IN WALK MS EVENTS IN FISCAL 2024. WALK MS IS THE PERFECT PLACE TO RAISE FUNDS AND CONNECT TO THE SERVICES AND SUPPORT OFFERED BY THE NATIONAL MS SOCIETY. THERE WERE 218 HOSTED EVENTS AND 1,600 PARTICIPANTS IN OUR VIRTUAL WALK MS YOUR WAY PROGRAM. 1 ACCELERATED CURE PROJECT FOR MS 460 TOTTEN POND ROAD SUITE 420 WALTHAM MA 02452 043555864 501(C)(3) 479172 0 RESEARCH AMERICAN BRAIN FOUNDATION 201 CHICAGO AVE MINNEAPOLIS MN 55415 411717098 501(C)(3) 150000 0 RESEARCH BENAROYA RESEARCH INSTITUTE 1201 9TH AVE ATTN ACCOUNTS RECEIVABLE SEATTLE WA 981012795 910653422 501(C)(3) 190819 0 RESEARCH BRIGHAM & WOMEN'S HOSPITAL 60 FENWOOD RD 10TH FL STE 10002J BOSTON MA 02115 042312909 501(C)(3) 116875 0 CLINICAL BRIGHAM & WOMEN'S HOSPITAL 60 FENWOOD RD 10TH FL STE 10002J BOSTON MA 02115 042312909 501(C)(3) 714496 0 RESEARCH CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVENUE CLEVELAND OH 441067015 341018992 501(C)(3) 210335 0 RESEARCH CEDARS SINAI MEDICAL CENTER 8700 BEVERLY BLVD LOS ANGELES CA 90048 951644600 501(C)(3) 197327 0 RESEARCH CHILDRENS HOSPITAL CORPORATION 300 LONGWOOD AVE BOSTON MA 02115 042774441 501(C)(3) 98432 0 RESEARCH CHILDRENS HOSPITAL MEDICAL CENTER 3333 BURNET AVENUE CINCINNATI OH 45229 310833936 501(C)(3) 200000 0 RESEARCH CLENE NANOMEDICINE INC 6550 S MILLROCK DRIVE SUITE G50 SALT LAKE CITY UT 84121 320446164 N/A 427031 0 RESEARCH CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVENUE CLEVELAND OH 44195 340714585 501(C)(3) 163219 0 CLINICAL CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVENUE CLEVELAND OH 44195 340714585 501(C)(3) 1360586 0 RESEARCH COLORADO STATE UNIVERSITY MOBY B 201A 1582 CAMPUS DELIVERY ATTN BRETT FLING FORT COLLINS CO 805231582 846000545 GOV 256508 0 RESEARCH COLUMBIA UNIVERSITY 615 WEST 131ST STREET 3RD FLOOR NEW YORK NY 10027 135598093 501(C)(3) 85606 0 CLINICAL COLUMBIA UNIVERSITY 615 WEST 131ST STREET 3RD FLOOR NEW YORK NY 10027 135598093 501(C)(3) 1160387 0 RESEARCH DIGNITY HEALTH 350 WEST THOMAS ROAD PHOENIX AZ 85013 941196203 501(C)(3) 254668 0 RESEARCH EMORY UNIVERSITY 201 DOWMAN DRIVE ATLANTA GA 30322 580566256 501(C)(3) 18750 0 CLINICAL EMORY UNIVERSITY 202 DOWMAN DRIVE ATLANTA GA 30322 580566256 501(C)(3) 112671 0 RESEARCH EMPIRE DISCOVERY INSTITUTE INC 601 ELMWOOD AVE BOX EDI ROCHESTER NY 14642 823993697 501(C)(3) 506837 0 RESEARCH GEORGETOWN UNIVERSITY 37TH AND O STREETS NW WASHINGTON DC 20057 530196603 501(C)(3) 123046 0 RESEARCH HENRY FORD HEALTH SYSTEM 2799 WEST GRAND BLVD DETROIT MI 48202 381357020 501(C)(3) 199450 0 RESEARCH ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI ONE GUSTAVE L LEVY PLACE NEW YORK NY 100296574 136171197 501(C)(3) 191875 0 CLINICAL ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI ONE GUSTAVE L LEVY PLACE NEW YORK NY 100296574 136171197 501(C)(3) 151875 0 RESEARCH JOHNS HOPKINS UNIVERSITY 1101 EAST 33RD STREET STE D200 BALTIMORE MD 21218 520595110 501(C)(3) 186925 0 CLINICAL JOHNS HOPKINS UNIVERSITY 1101 EAST 33RD STREET STE D200 BALTIMORE MD 21218 520595110 501(C)(3) 1149283 0 RESEARCH KESSLER FOUNDATION RESEARCH CENTER 120 EAGLE ROCK AVENUE SUITE 100 EAST HANOVER NJ 07936 311562134 501(C)(3) 434893 0 RESEARCH LOYOLA UNIVERSITY OF CHICAGO 820 N MICHIGAN AVE LT 1300 CHICAGO IL 60611 361408475 501(C)(3) 137500 0 RESEARCH MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 042697983 501(C)(3) 56250 0 CLINICAL MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 042697983 501(C)(3) 114259 0 RESEARCH MCKING CONSULTING CORP 2810 OLD LEE HWY SUITE 300 FAIRFAX VA 22031 542006067 N/A 146377 0 RESEARCH MOUNT SINAI REHABILITATION HOSPITAL INC 114 WOODLAND STREET MS 510358 HARTFORD CT 06105 061422973 501(C)(3) 141562 0 RESEARCH NAT'L INST OF HEALTHNAT'L INST OF NEUROLOGICAL DISORDERS & STROKE 9000 ROCKVILLE PIKE BETHESDA MD 20892 520858115 501(C)(3) 312447 0 RESEARCH NEUROGENESIS BIO INC 410 WHITE SPRUCE BLVD ROCHESTER NY 146231608 874502118 N/A 120000 0 RESEARCH NEW YORK UNIVERSITY LANGONE MEDICAL CENTER 545 FIRST AVENUE NEW YORK NY 10016 135562308 501(C)(3) 18750 0 CLINICAL NEW YORK UNIVERSITY LANGONE MEDICAL CENTER 550 FIRST AVENUE NEW YORK NY 10016 135562308 501(C)(3) 130763 0 RESEARCH NORTHWESTERN UNIVERSITY 633 CLARK STREET EVANSTON IL 60208 362167817 501(C)(3) 56250 0 CLINICAL OREGON HEALTH & SCIENCE UNIVERSITY 2525 SW 3RD AVE SUITE 245 PORTLAND OR 97201 931176109 501(C)(3) 116875 0 CLINICAL OREGON HEALTH & SCIENCE UNIVERSITY 2525 SW 3RD AVE SUITE 245 PORTLAND OR 97201 931176109 501(C)(3) 418299 0 RESEARCH REGENTS OF THE UNIVERSITY OF MICHIGAN 5082 WOLVERINE TOWER 3003 SOUTH STATE STREET ANN ARBOR MI 481091287 386006309 GOV 191875 0 CLINICAL REGENTS OF THE UNIVERSITY OF MICHIGAN 5082 WOLVERINE TOWER 3003 SOUTH STATE STREET ANN ARBOR MI 481091287 386006309 GOV 384235 0 RESEARCH REHABILITION INSTITUTE OF CHICAGO 355 E ERIE STREET CHICAGO IL 60611 362256036 501(C)(3) 118643 0 RESEARCH STANFORD UNIVERSITY 3145 PORTER DRIVE PALO ALTO CA 94304 941156365 501(C)(3) 741761 0 RESEARCH STATE OF MARYLAND 220 ARCH ST BALTIMORE MD 21201 526002033 GOV 195240 0 RESEARCH THE CURATORS OF THE UNIVERSITY OF MISSOURI ONE UNIVERSITY BOULEVARD ST LOUIS MO 63121 436003859 GOV 53955 0 RESEARCH THE MGH INSTITUTE OF HEALTH PROFESSIONS 36 1ST AVENUE CHARLESTOWN MA 02129 042868893 501(C)(3) 240276 0 RESEARCH THE OHIO STATE UNIVERSITY 901 WOODY HAYES DRIVE COLUMBUS OH 43210 316025986 GOV 18750 0 CLINICAL THE OHIO STATE UNIVERSITY 901 WOODY HAYES DRIVE COLUMBUS OH 43210 316025986 GOV 39587 0 RESEARCH THE POPULATION COUNCIL INC 1230 YORK AVE ONE DAG HAMMARSKJLD PLAZA 3 RD FLOOR NEW YORK NY 10017 131687001 501(C)(3) 330000 0 RESEARCH THE UNIVERSITY OF IOWA 105 JESSUP HALL IOWA CITY IA 52242 426004813 GOV 205596 0 RESEARCH THE UNIVERSITY OF SOUTH FLORIDA BOARD OF TRUSTEES 4202 E FOWLER AVE ALN147 TAMPA FL 336205800 593102112 501(C)(3) 56250 0 CLINICAL THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD MC 9029 DALLAS TX 75390 756002868 501(C)(3) 281202 0 RESEARCH TRUSTEES OF DARTMOUTH COLLEGE 7 LEBANON STREET SUITE 302 HANOVER NH 03755 020222111 501(C)(3) 16916 0 RESEARCH UNIVERSITY OF ALABAMA 701 20TH STREET S - AB 921 BIRMINGHAM AL 352940109 636005396 GOV 28149 0 CLINICAL UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE LA JOLLA CA 92093 956006144 GOV 56250 0 CLINICAL UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE LA JOLLA CA 92093 956006144 GOV 229954 0 RESEARCH UNIVERSITY OF CALIFORNIA SAN FRANCISCO 1855 FOLSOM STREET BOX 0812 SAN FRANCISCO CA 94143 946036493 GOV 29219 0 CLINICAL UNIVERSITY OF CALIFORNIA SAN FRANCISCO 1855 FOLSOM STREET BOX 0812 SAN FRANCISCO CA 94143 946036493 GOV 1170335 0 RESEARCH UNIVERSITY OF CALIFORNIA BERKELEY 2195 HEARST AVENUE ROOM 159 BERKELEY CA 947201101 946002123 GOV 41490 0 RESEARCH UNIVERSITY OF CALIFORNIA RIVERSIDE 900 UNIVERSITY AVE RIVERSIDE CA 92521 956006142 GOV 368803 0 RESEARCH UNIVERSITY OF COLORADO DENVER AMC BLDG 500 13001 E 17TH PL AURORA CO 800452571 846000555 GOV 93750 0 CLINICAL UNIVERSITY OF COLORADO DENVER AMC BLDG 500 13001 E 17TH PL AURORA CO 800452571 846000555 GOV 721158 0 RESEARCH UNIVERSITY OF FLORIDA PO BOX 113201 GAINESVILLE FL 326113201 596002052 GOV 65923 0 RESEARCH UNIVERSITY OF ILLINOIS AT CHICAGO 800 SOUTH MARSHFIELD AVENUE 511MB CHICAGO IL 606127205 376000511 GOV 482342 0 RESEARCH UNIVERSITY OF KANSAS MEDICAL CENTER RESEARCH INSTITUTE INC 3901 RAINBOW BLVD MAIL STOP 1039 KANSAS CITY KS 66160 481108830 501(C)(3) 186719 0 RESEARCH UNIVERSITY OF MASSACHUSETTS 100 MORRISSEY BOULEVARD BOSTON MA 02125 043167352 GOV 239799 0 RESEARCH UNIVERSITY OF MASSACHUSETTS CHAN MEDICAL SCHOOL 55 LAKE AVE NORTH WORCESTER MA 01605 043167352 GOV 16916 0 RESEARCH UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 145 E CAMERON STREET CHAPEL HILL NC 27514 566001393 GOV 17124 0 RESEARCH UNIVERSITY OF NOTRE DAME DU LAC 724 GRACE HALL NOTRE DAME IN 46556 350868188 501(C)(3) 222933 0 RESEARCH UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET P221 FRANKLIN BUILDING PHILADELPHIA PA 191046205 231352685 GOV 537646 0 RESEARCH UNIVERSITY OF ROCHESTER 518 HYLAN BUILDING ROCHESTER NY 146270140 160743209 501(C)(3) 116875 0 CLINICAL UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY GARDENS SUITE 205 LOS ANGELES CA 900898006 951642394 GOV 96250 0 CLINICAL UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY GARDENS SUITE 205 LOS ANGELES CA 900898006 951642394 GOV 206731 0 RESEARCH UNIVERSITY OF TEXAS AT AUSTIN 110 INNER CAMPUS DR STOP K5300 AUSTIN TX 78712 746000203 GOV 18750 0 CLINICAL UNIVERSITY OF UTAH 201 S PRESIDENTS CIRCLE ROOM 411 SALT LAKE CITY UT 841120922 876000525 GOV 1285905 0 RESEARCH UNIVERSITY OF WASHINGTON 4300 ROOSEVELT WAY NE SUITE 300 SEATTLE WA 98105 916001537 GOV 18750 0 CLINICAL UNIVERSITY OF WASHINGTON 4300 ROOSEVELT WAY NE SUITE 300 SEATTLE WA 98105 916001537 GOV 432194 0 RESEARCH VANDERBILT UNIVERSITY MEDICAL CENTER 1161 21ST AVE SOUTH SUITE D3300MCN NASHVILLE TN 372325545 352528741 501(C)(3) 112500 0 CLINICAL VANDERBILT UNIVERSITY MEDICAL CENTER 1161 21ST AVE SOUTH SUITE D3300MCN NASHVILLE TN 372325545 352528741 501(C)(3) 30568 0 RESEARCH VERSITI WISCONSIN INC 638 N 18TH STREET MILWAUKEE WI 53233 390807235 501(C)(3) 110000 0 RESEARCH VIRGINIA COMMONWEALTH UNIVERSITY PO BOX 843035 RICHMOND VA 23284 546001758 GOV 97900 0 CLINICAL VIRGINIA COMMONWEALTH UNIVERSITY PO BOX 843035 RICHMOND VA 23284 546001758 GOV 286929 0 RESEARCH WASHINGTON UNIVERSITY 700 ROSEDALE AVENUE CB 1034 ST LOUIS MO 63112 430653611 GOV 176963 0 CLINICAL WASHINGTON UNIVERSITY 700 ROSEDALE AVENUE CB 1034 ST LOUIS MO 63112 430653611 GOV 277019 0 RESEARCH WAYNE STATE UNIVERSITY 5057 WOODWARD AVENUE 13TH FL DETROIT MI 48202 386028429 GOV 398074 0 RESEARCH WEILL CORNELL MEDICAL COLLEGE 1300 YORK AVENUE NEW YORK NY 10065 311623978 501(C)(3) 564561 0 RESEARCH YALE UNIVERSITY 2 WHITNEY AVENUE 6TH FLOOR NEW HAVEN CT 06510 060646973 501(C)(3) 883888 0 RESEARCH 83 3 FINANCIAL ASSISTANCE 3938 2963901 RESEARCH GRANT 1 8800 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS RESEARCH GRANTS THE SOCIETY UTILIZES VOLUNTEER COMMITTEES OF RENOWNED SCIENTISTS AND NEUROLOGISTS TO SELECT RESEARCH GRANTS FOR FUNDING IN THE UNITED STATES AND ABROAD. ALL GRANTEES ARE TO PROVIDE SCIENTIFIC AND FINANCIAL PROGRESS REPORTS ON A REGULAR BASIS WHICH ARE REVIEWED BY QUALIFIED STAFF. FINANCIAL ASSISTANCE GRANTS MS NAVIGATORS WORK WITH EACH INDIVIDUAL TOWARD A CUSTOMIZED AND SUSTAINABLE SOLUTION THAT SOMETIMES INCLUDES FINANCIAL ASSISTANCE. APPROVED REQUESTS RESULT IN PAYMENTS MADE DIRECTLY TO THE VENDOR DETERMINED TO BE BEST SUITED TO ADDRESS THE NEED. X X X X X 1 0 0 0 0 0 0 0 0 TAMI CAESAR THRU 122023 CHIEF OPERATING OFFICER 393122 0 0 0 311512 0 13200 0 20530 0 738364 0 0 0 CYNTHIA ZAGIEBOYLO PRESIDENT & CEO (THRU 07/2024) 630435 0 0 0 0 0 13200 0 1758 0 645393 0 0 0 TIMOTHY COETZEE PRESIDENT & CEO (AS OF 07/2024) 385380 0 0 0 0 0 13200 0 49956 0 448536 0 0 0 LISA GOLDFARB THRU 052024 CHIEF PPL, VOL & COMM ENG OFFICER 391879 0 0 0 0 0 13200 0 2791 0 407870 0 0 0 BARI TALENTE EVP, ADVOCACY & HEALTHCARE ACCESS 271742 0 0 0 0 0 11552 0 53146 0 336440 0 0 0 CYNTHIA BERTRANDO CHIEF FINANCIAL OFFICER 275591 0 0 0 0 0 11308 0 41279 0 328178 0 0 0 JENNIFER LEE EVP, DEVELOPMENT 292165 0 0 0 0 0 11913 0 22324 0 326402 0 0 0 PHYLLIS ROBSHAM THRU 072024 EVP, COMMUNITY LEADERSHIP 277045 0 0 0 0 0 11004 0 19173 0 307222 0 0 0 WHITNIE GLADDEN GENERAL COUNSEL 270835 0 0 0 0 0 10958 0 14852 0 296645 0 0 0 RON ZWERIN THRU 062024 EVP, MKT, BRAND & COMMUNICATIONS 230421 0 0 0 0 0 9581 0 44760 0 284762 0 0 0 RONDA KRIER EVP, TECHNOLOGY 217874 0 0 0 0 0 9391 0 52177 0 279442 0 0 0 BRUCE BEBO EVP, RESEARCH 233185 0 0 0 0 0 9500 0 28295 0 270980 0 0 0 REBECCA FEHLIG EVP, OPERATIONS (THRU 07/2024) 222208 0 0 0 0 0 8815 0 1968 0 232991 0 0 0 KAREN MARINER EVP, PROGRAMS & SUPPORT 194331 0 0 0 0 0 7807 0 14241 0 216379 0 0 0 MISTY FLOWERS AS OF 062024 EVP, FINANCE & OPERATIONS 163811 0 0 0 0 0 6854 0 40731 0 211396 0 0 0 GRAHAM MCREYNOLDS FORMER AVP, GLOBAL INITIATIVES 122590 0 0 0 0 0 4931 0 3289 0 130810 0 0 0 PART I, LINE 4A TAMI CAESAR RECEIVED A SEVERANCE PAYMENT IN CALENDAR YEAR 2023 OF $311,512 THAT IS INCLUDED IN HER WAGES IN SCHEDULE J, PART II, COLUMN (B)(III). X 222 2511664 FMV 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF NONCASH CONTRIBUTIONS RECEIVED, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS THE VOTING MEMBERS OF THE SOCIETY SERVE ON THE DELEGATE ASSEMBLY AND ARE COMPRISED OF CHAIRS OF THE BOARDS OF TRUSTEES AND GOVERNANCE AND COMMUNITY ENGAGEMENT COMMITTEE CHAIRS FROM EACH OF THE 31 CHAPTERS OF THE NATIONAL MS SOCIETY, THE NATIONAL BOARD OF DIRECTORS, AND THE CEO ADVISORY COMMITTEE CHAIRS. FORM 990, PART VI, SECTION A, LINE 7A ELECTION OF MEMBERS AND THEIR RIGHTS ALL MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY THE DELEGATE ASSEMBLY, WHICH IS COMPRISED OF VOTING MEMBERS OF THE ORGANIZATION, AS OUTLINED IN THE BYLAWS. THE DELEGATE ASSEMBLY IS COMPRISED OF (1) THE DIRECTORS OF THE SOCIETY; (2) THE CHAIR OF THE BOARD OF TRUSTEES FOR EACH CHAPTER OF THE SOCIETY; (3) THE CHAIR OF EACH CHAPTER'S COMMUNITY ENGAGEMENT COMMITTEE; (4) THE CHAIR OF EACH CHAPTER'S GOVERNANCE COMMITTEE; AND (5) THE CHAIR OF EACH CEO ADVISORY COMMITTEE. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS SUBJECT TO APPROVAL OF MEMBERS THE DELEGATE ASSEMBLY ELECTS THE GOVERNING BODY, APPROVES ANY BY-LAW CHANGES AND APPROVES THE SOCIETY'S STRATEGIC PLAN. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 THE FORM 990 AND ACCOMPANYING SCHEDULES ARE PREPARED BY AN EXTERNAL INDEPENDENT ACCOUNTING FIRM IN CONJUNCTION WITH MANAGEMENT. IT IS THEN PROVIDED TO THE AUDIT COMMITTEE MEMBERS FOR REVIEW, COMMENTS, CORRECTIONS, AND EDITS. A MEETING OF THE AUDIT COMMITTEE IS HELD TO DISCUSS ANY EDITS, APPROVE THE REVISED FORM 990, AND APPROVE DISTRIBUTION TO THE SOCIETY BOARD OF DIRECTORS. THE SOCIETY BOARD IS GIVEN A TWO-WEEK PERIOD TO REVIEW AND COMMENT ON FORM 990 BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY EACH DIRECTOR MUST COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE PRIOR TO BECOMING A DIRECTOR AND ANNUALLY THEREAFTER. EACH OFFICER, KEY PERSON OR COVERED INDIVIDUAL MUST COMPLETE A CONFLICT OF INTEREST QUESTIONAIRE WHEN ASSUMING THE RELEVANT POSITION AND ANNUALLY THEREAFTER. ALL INFORMATION IN COMPLETED QUESTIONNAIRES OR SUBSEQUENT DISCLOSURES SHALL BE COMPILED AND REPORTED BY MANAGEMENT TO THE BOARD OF DIRECTORS. A LIST OF INDIVIDUALS AND ORGANIZATIONS IDENTIFIED AS RELATED PARTIES THROUGH THE ANNUAL DISCLOSURE PROCESS ("RELATED PARTY LIST") SHALL BE ASSEMBLED AND PROVIDED TO EMPLOYEES OF THE SOCIETY OR OTHER INDIVIDUALS WHO HAVE AUTHORITY TO SIGN CONTRACTS, ENTER INTO TRANSACTIONS, OR SIGN CHECKS ON BEHALF OF THE SOCIETY. SUCH INDIVIDUALS SHALL BE RESPONSIBLE FOR REVIEWING THE RELATED PARTY LIST BEFORE ENTERING INTO A TRANSACTION OR SIGNING A CHECK TO CONFIRM WHETHER IT IS A POTENTIAL RELATED PARTY TRANSACTION. IN ADDITION, TO PROACTIVELY IDENTIFY POTENTIAL CONFLICTS, WE INQUIRE THE BOARD AT THE START OF EACH BOARD MEETING. IF A POTENTIAL RELATED PARTY TRANSACTION IS IDENTIFIED, INFORMATION REGARDING THE PROPOSED TRANSACTION MUST BE PROVIDED TO THE EVP, GENERAL COUNSEL, FOR REVIEW. SUCH INDIVIDUAL SHALL BE RESPONSIBLE FOR CONFIRMING WHETHER THE PROPOSED TRANSACTION IS A RELATED PARTY TRANSACTION AND MAY CONSULT WITH OUTSIDE LEGAL COUNSEL TO ASSIST WITH THIS REVIEW. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION PROCESS THE COMPENSATION COMMITTEE IS COMPRISED OF AT LEAST THREE (3) INDEPENDENT BOARD MEMBERS, INCLUDING THE BOARD CHAIR. ON AN ANNUAL BASIS, THE COMMITTEE IS PROVIDED WITH COMPARABLE SALARY INFORMATION AND DATA FOR EXECUTIVE POSITIONS AT OTHER VOLUNTARY HEALTHCARE AGENCIES OF SIMILAR SIZE AND NATIONAL INFLUENCE. THIS INFORMATION IS USED TO EVALUATE THE PERFORMANCE OF AND DETERMINE ANY COMPENSATION CHANGES FOR THE PRESIDENT AND CEO AS WELL AS ENSURE THE EQUITABILITY OF SOCIETY OFFICERS. RESULTS OF THE PRESIDENT AND CEO'S COMPENSATION ARE REVIEWED WITH THE BOARD DURING EXECUTIVE SESSION. FORM 990, PART VI, LINE 17 & SCHEDULE G, PART I, LINE 3 THE SOCIETY IS REGISTERED OR LICENSED TO SOLICIT IN THE FOLLOWING STATES AND JURISDICTIONS: AL, AK, AR, CA, CO, CT, D.C., FL, GA, HI, IL, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WA, WV, WI. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION THE SOCIETY'S IRS FORM 990, IRS FORM 990-T AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE AT WWW.NATIONALMSSOCIETY.ORG, AND ON THE CHARITY NAVIGATOR WEBSITE. THE SOCIETY'S GOVERNING DOCUMENTS, RECORD RETENTION AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART VII/SCHEDULE J TIM COETZEE WAS PROMOTED TO CEO AS OF JULY 2024. THE CALENDAR YEAR 2023 COMPENSATION REFLECTED ON BOTH PART VII AND SCHEDULE J CORRESPONDS TO HIS PREVIOUS ROLE AS CHIEF ADVOCACY, SERVICES & SCIENCE OFFICER. MISTY FLOWERS WAS PROMOTED TO EVP, FINANCE AND OPERATIONS AS OF JUNE 2024. THE CALENDAR YEAR 2023 COMPENSATION REFLECTED ON BOTH PART VII AND SCHEDULE J CORRESPONDS TO HER PREVIOUS ROLE AS VP, FINANCIAL PLANNING AND ENTERPRISE ANALYTICS. FORM 990, PART VII-B, THE PROFESSIONAL SERVICES FROM INDEPENDENT CONTRACTOR, MERKLE INC. MERKLE INC. SUPPORTS THE SOCIETY BY DEVELOPING STRATEGIES, SEGMENTATION PLANS, AND TACTICAL APPROACHES FOR ITS DIRECT MARKETING INITIATIVES. THESE EFFORTS ENCOMPASS FUNDRAISING AND STEWARDSHIP THROUGH VARIOUS CHANNELS SUCH AS DIRECT MAIL, EMAIL, AND WEB ASSET CAMPAIGNS. BEYOND STRATEGIC PLANNING, MERKLE ALSO MANAGES THE EXECUTION OF THE SOCIETY'S COMPREHENSIVE DIRECT MARKETING PROGRAM, ENCOMPASSING OVER TWENTY-ONE ACQUISITION CAMPAIGNS EACH YEAR, MONTHLY RENEWAL CAMPAIGNS, MONTHLY EMAIL COMMUNICATIONS, AND ONGOING ACKNOWLEDGMENT AND TAX RECEIPTING OF DONOR GIFTS. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN TRUST 379,089. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -75,183. FAST FORWARD LLC 733 THIRD AVENUE NEW YORK NY 100173822 261933619 RESEARCH DE 28133 1573397 NMSS SCHEDULE R, PART I: DISREGARDED ENTITIES FAST FORWARD LLC ("FAST FORWARD"), A CONSOLIDATED NOT-FOR-PROFIT AFFILIATE OF THE SOCIETY DERIVES ITS TAX EXEMPTION FROM THE SOCIETY AND IS TREATED AS A "DISREGARDED ENTITY" FOR TAX PURPOSES. FAST FORWARD PARTNERS WITH SELECTED BIOTECHNOLOGY COMPANIES AND ACADEMIC INSTITUTIONS ENGAGED IN RESEARCH AND DEVELOPMENT PROJECTS AIMED AT IDENTIFYING AND DEVELOPING THERAPIES AND/OR DIAGNOSTICS TO IMPROVE THE TREATMENT OF MS.