2025-10-30T15:21:12-05:00 2025-06-30 881478669 CBIZ ADVISORS LLC 1601 MARKET ST 4TH FLOOR PHILADELPHIA PA 19103 990 2024-07-01 221912812 MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA INC MULT 8564884500 375 KINGS HIGHWAY NORTH CHERRY HILL NJ 08034 WILLIAM J SCRENCI VICE PRESIDENT OF FINANCE 8564884500 2025-10-30 1 1 FRANK SMITH P00639053 2152972100 2025-10-30 2024 2025-03-06 01:10:19Z WILLIAM J SCRENCI 375 KINGS HIGHWAY NORTH CHERRY HILL NJ 08034 20753656 0 X WWW.MYMSAA.ORG X 1970 NJ THE MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA,INC. IMPROVES LIVES TODAY FOR THE ENTIRE MS COMMUNITY THROUGH VITAL SERVICES AND SUPPORT. 15 15 31 31 117700 0 7206960 10345434 66480 115525 467113 414756 108338 40923 7848891 10916638 791357 486947 0 0 2821501 3190937 57610 52000 2786210 4564134 7529452 8234602 11259336 -385711 -342698 7425426 7772877 627569 1113377 6797857 6659500 X THE MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA, INC. (THE ASSOCIATION) IS A LEADING RESOURCE FOR THE ENTIRE MS COMMUNITY, IMPROVING LIVES TODAY THROUGH VITAL SERVICES AND SUPPORT. 0 0 486947 486947 115525 PATIENT SERVICES: MSAA'S MRI ACCESS PROGRAM PROVIDES ASSISTANCE FOR MS PATIENTS OR INDIVIDUALS WHO HAVE A SUSPECTED MS DIAGNOSIS OR WHO HAVE AN MS DIAGNOSIS AND NEED MRI SCANS FOR THE PURPOSE OF PROVIDING A DIAGNOSIS OR TRACKING PROGRESSION. MSAA'S MRI, COOLING AND EQUIPMENT PROGRAM SERVES INDIVIDUALS WHOSE INCOME IS BELOW 300% OF THE FEDERAL POVERTY GUIDELINES AND ARE OTHERWISE UNABLE TO AFFORD MRI'S, COOLING VESTS AND SAFETY EQUIPMENT ITEMS. DURING FY24-25, MSAA APPROVED MORE THAN 144 ELIGIBLE INDIVIDUALS FOR MRI SCANS WITH A VALUE IN EXCESS OF $155,549.MSAA'S EQUIPMENT DISTRIBUTION PROGRAM HELPS INDIVIDUALS WITH MS OBTAIN EQUIPMENT ITEMS THAT THEY NEED IN ORDER TO BEST MANAGE THEIR MS. MSAA'S COOLING PROGRAM PROVIDES COOLING APPAREL THAT HELPS TO ALLEVIATE HEAT SENSITIVITY ISSUES FOR MS PATIENTS THROUGHOUT THE COUNTRY. DURING FY24-25 MSAA DELIVERED NEARLY 2,200 PIECES OF SAFETY, MOBILITY, AND COOLING PRODUCTS TO INDIVIDUALS AFFECTED BY MS WITH A VALUE IN EXCESS OF $269,000. MSAA'S NATIONAL TOLL-FREE HELPLINE IS AVAIBLE MONDAY-FRIDAY 8:30AM-8PM EST. PROGRAM APPLICATIONS FOR OUR COOLING AND EQUIPMENT PROGRAMS ARE AVAILABLE AS PDF DOWNLOADS IN BOTH ENGLISH AND SPANISH FROM THE WEBSITE AND YOU CAN ALSO APPLY DIRECTLY ON OUR WEBSITE. THROUGHOUT THE FISCAL YEAR, MSAA HOSTED WELL-ATTENDED VIRTUAL AND IN-PERSON EDUCATIONAL PROGRAMS ACROSS THE COUNTRY TO ADDRESS VITAL TOPICS TO THE MS COMMUNITY. SOME TOPICS INCLUDE: HEALTH DISPARITIES AMONG THE AFRICAN AMERICAN AND HISPANIC AMERICAN POPULATIONS, MS RESEARCH, NUTRITION, AND WELLNESS, AS WELL AS OTHER IMPORTANT TOPICS. 6702285 PUBLIC EDUCATION, INFORMATION & REFERRAL: MSAA'S NATIONAL EDUCATIONAL PROGRAMS DELIVER HIGH-QUALITY, INFORMATIVE PROGRAMMING TO INDIVIDUALS WITH MS, CARE PARTNERS, AND HEALTHCARE PROFESSIONALS NATIONWIDE. THESE PROGRAMS COVER A VARIETY OF TOPICS ALL AIMED AT IMPROVING HEALTH OUTCOMES FOR INDIVIDUALS LIVING WITH MS. MSAA PARTNERS WITH A NATIONAL NETWORK OF HEALTHCARE PROFESSIONALS TO PRESENT PROGRAMS OF SCIENTIFIC AND EDUCATIONAL VALUE. THESE IN-PERSON AND VIRTUAL EDUCATIONAL PROGRAMS COVER A WIDE BREADTH OF TOPICS, RANGING FROM ADVANCES IN DISEASE RESEARCH AND SYMPTOM MANAGEMENT, TO NUTRITION AND WELLNESS ACTIVITIES, AS WELL AS PROGRAMS FOR UNDERSERVED POPULATIONS. (CONTINUE IN SCHEDULE O)MSAA ALSO REGULARLY OFFERS VIRTUAL AND DIGITAL PROGRAMMING FOCUSED ON SCIENTIFIC UPDATES IN DISEASE MANAGEMENT AND BEST PRACTICES IN TREATMENT PROTOCOL FOR HEALTHCARE PROFESSIONALS WHO TREAT THOSE LIVING WITH MS. IN 2019, MSAA DEVELOPED AN AFRICAN AMERICAN ADVISORY BOARD AND A HISPANIC/LATINX ADVISORY BOARD COMPRISED OF MS HEALTHCARE PROFESSIONALS, INDIVIDUALS LIVING WITH MS, AND CARE PARTNERS, TO DEVELOP INITIATIVES TO SERVE THE AFRICAN AMERICAN AND HISPANIC/LATINX MS PATIENT COMMUNITIES. THROUGH PUBLICATIONS, WEBINARS, VIDEOS, PODCASTS, THE ORGANIZATION'S WEBSITE, A HELPLINE, AND EDUCATIONAL PROGRAMS, THE ASSOCIATION PROVIDES THE MS COMMUNITY AND THE GENERAL PUBLIC WITH VITAL INFORMATION ABOUT THE DISEASE, THE MANAGEMENT OF SYMPTOMS, RESEARCH UPDATES, AND WELLNESS STRATEGIES. THE ASSOCIATION PUBLISHES A NATIONAL MAGAZINE, THE MOTIVATOR, WHICH IS DISTRIBUTED BIANNUALLY WITH A CIRCULATION OF APPROXIMATELY 90,000. THE MAGAZINE IS ALSO AVAILABLE AS A DIGITAL EDITION. INDIVIDUAL CLIENT NEEDS ARE MET THROUGH THE ASSOCIATION'S NATIONAL TOLL-FREE HELPLINE. OUR TRAINED CLIENT SERVICES SPECIALISTS RESPONDED TO MORE THAN 15,000 CLIENT INQUIRIES IN FY25 AND PROVIDED CLIENTS WITH CONTACTS TO APPROPRIATE SERVICES THROUGHOUT THE NATION. MSAA'S WEBSITE HAD MORE THAN 560,000 SESSIONS DURING THE YEAR ENDED JUNE 30, 2025. THE ASSOCIATION OFFERS A MOBILE PHONE APPLICATION TO ASSIST ITS CLIENTS IN MONITORING, TRACKING, AND MANAGING THEIR MS AS WELL AS SHARING DATA WITH THEIR PHYSICIANS. THE ASSOCIATION EMPLOYS VARIOUS DIGITAL TACTICS TO COMMUNICATE WITH ITS CONSTITUENTS. THE ASSOCIATION IS ACTIVE ON 7 DIFFERENT SOCIAL MEDIA PLATFORMS. THE ASSOCIATION ALSO HOSTS A BLOG, OFFERS AN ONLINE PEER-TO-PEER COMMUNITY, AND ANSWERS QUESTIONS THROUGH ITS MS QUESTIONS EMAIL OPTION AND WEBSITE CHAT FEATURE. THE ASSOCIATION RECEIVED A GOOGLE GRANT VALUED AT $89,235 IN FY25. THIS ALLOWED THE ASSOCIATION TO PROMOTE THE ORGANIZATION'S PROGRAMS AND SERVICES VIA KEYWORDS THROUGH GOOGLE'S SEARCH ENGINE IN AN EFFORT TO ASSIST INDIVIDUALS SEARCHING FOR INFORMATION ONLINE RELATED TO MS. MSAA RECEIVED THE FOLLOWING AWARDS DURING FY25: SILVER DIGITAL HEALTH AWARD IN THE WEB-BASED DIGITAL HEALTH CATEGORY FOR MSAA'S 2024 ART SHOWCASE; SILVER DIGITAL HEALTH AWARD IN THE DIGITAL HEALTH MEDIA AND PUBLICATIONS CATEGORY FOR MSAA'S EDUCATIONAL VIDEO, YOUR MS AND THE FAMILY JOURNEY; MERIT DIGITAL HEALTH AWARD IN THE DIGITAL HEALTH MEDIA AND PUBLICATIONS CATEGORY FOR MSAA'S SUMMER/FALL 2024 EDITION OF THE MOTIVATOR MAGAZINE; APEX AWARD IN THE SOCIAL MEDIA AND CONTENT CREATION CATEGORY FOR BEST SERIES OF BLOG POSTS FOR MSAA'S ASK THE EXPERT SERIES; APEX AWARD FOR MSAA'S ABOUT MS PUBLICATION IN THE ONE-OF-A-KIND PUBLICATIONS CATEGORY; BRONZE NATIONAL HEALTH INFORMATION AWARD FOR THE COVER STORY, "SEEKING BALANCE IN MS," IN THE SUMMER/FALL 2024 EDITION THE MOTIVATOR MAGAZINE. IN ADDITION, THERE WERE MORE THAN 465,000 CUMULATIVE VIEWS OF MSAA'S 199 ON-DEMAND VIDEO PROGRAMS; 72,000+ TOTAL CUMULATIVE DOWNLOADS OF MSAA'S MOBILE APP, MY MS MANAGER; MORE THAN 3,600 TOTAL DOWNLOADS OF EPISODES OF MSAA'S PODCAST; AND MORE THAN 9,800 CUMULATIVE MEMBERS ON MY MSAA COMMUNITY, MSAA'S ONLINE PEER-TO-PEER FORUM. IN 2022, MSAA DEVELOPED THE ULTIMATE MS TREATMENT GUIDE, A FIRST-OF-ITS-KIND COMPREHENSIVE TOOL THAT AIDES THOSE LIVING WITH MS AND THEIR LOVED ONES IN BETTER UNDERSTANDING THE WIDE ARRAY OF DISEASE-MODIFYING THERAPIES AVAILABLE TO THE MS COMMUNITY. THE ULTIMATE MS TREATMENT GUIDE PROVIDES INFORMATION ABOUT EACH DISEASE-MODIFYING THERAPY AND IS INTERACTIVE, ALLOWING USERS TO FILTER AVAILABLE THERAPY OPTIONS BY TYPE OF MS, MODE OF ADMINISTRATION, AND ALPHABETICALLY OR BY MOST RECENTLY APPROVED BY THE FDA. THE TOOL ALSO INCLUDES A COMPARISON OPTION, ALLOWING USERS TO COMPARE TWO OR MORE TREATMENT OPTIONS. IN ADDITION, THE ULTIMATE MS TREATMENT GUIDE FEATURES EDUCATIONAL VIDEOS FROM HEALTHCARE PROFESSIONALS AS WELL AS PATIENT ADVOCATES. THE LATEST RESEARCH AND BEST PRACTICES IN TREATING AND MANAGING MS SERIES DURING FY25, MSAA EXPANDED ITS EDUCATIONAL SERIES TO 12 IN-PERSON PROGRAMS, REACHING MEDICALLY UNDERSERVED COMMUNITIES ACROSS CALIFORNIA, PUERTO RICO, TEXAS, ARIZONA, LOUISIANA, MISSISSIPPI, KENTUCKY, ILLINOIS, ARKANSAS, OKLAHOMA, AND NEW HAMPSHIRE. THESE PROGRAMS WERE DESIGNED TO ADDRESS THE UNIQUE CHALLENGES FACED BY INDIVIDUALS LIVING WITH MS AND THEIR SUPPORT NETWORKS IN RURAL AND UNDERSERVED AREAS. LED BY EXPERT MS NEUROLOGISTS, EACH SESSION PROVIDED COMPREHENSIVE GUIDANCE ON BEST PRACTICES IN MS MANAGEMENT, WELLNESS STRATEGIES, AND THE LATEST RESEARCH DEVELOPMENTSINCLUDING UPDATES TO THE MCDONALD DIAGNOSTIC CRITERIA AND ONGOING MS STUDIES. PROGRAMS ALSO FOCUSED ON STRATEGIES FOR BUILDING CARE SUPPORT IN RURAL SETTINGS AND IMPROVING ACCESS TO CRITICAL SERVICES. EACH SESSION WAS TAILORED TO THE NEEDS OF ITS PARTICIPANTS AND CONCLUDED WITH INTERACTIVE Q&A DISCUSSIONS, FOSTERING COMMUNITY ENGAGEMENT, KNOWLEDGE-SHARING, AND PEER SUPPORT. MS ECOSYSTEM FRAMEWORKMSAA LAUNCHED THE FIRST INTERVENTION OF PHASE 3 WITH AN MS PUBLIC AWARENESS EDUCATIONAL CAMPAIGN. OVER A THREE-WEEK PERIOD, THE PILOT CAMPAIGN TESTED A VARIETY OF VIDEO-BASED ADVERTISEMENTS AND CALLS TO ACTION (CTAS) ACROSS FACEBOOK, LINKEDIN, AND PAID SEARCH ADS, TARGETING UPSTATE NEW YORK AND ATLANTA. THE PILOT REVEALED NOTABLE REGIONAL DIFFERENCESATLANTA GENERATED THE HIGHEST VISIBILITY, WHILE UPSTATE NEW YORK DROVE DEEPER ENGAGEMENTHIGHLIGHTING THE IMPORTANCE OF LOCALIZED STRATEGIES. VIDEO-DRIVEN, HUMAN-CENTERED STORYTELLING, PARTICULARLY VOICE-ACTED CONTENT ON LINKEDIN, OUTPERFORMED OTHER FORMATS, BOOSTING BOTH EMOTIONAL RESONANCE AND TIME SPENT ON SITE, WHILE RETARGETING EFFORTS INCREASED RETURN ON INVESTMENT (ROI) AND MID-CAMPAIGN ENGAGEMENT. THESE FINDINGS PROVIDE A STRONG FOUNDATION FOR NATIONAL SCALING. THESE FINDINGS NOT ONLY LAID A STRONG FOUNDATION FOR NATIONAL SCALING BUT ALSO GUIDED US IN MAXIMIZING ENGAGEMENT THROUGH HIGH-IMPACT VIDEOS, INCREASING VISIBILITY, REINFORCING KEY MESSAGES, AND TAILORING HEALTH LITERACY INITIATIVES TO REGIONAL AND COMMUNITY-SPECIFIC CONCERNS. MULTIPLE SCLEROSIS IMPLEMENTATION NETWORK (MSIN)THE MULTIPLE SCLEROSIS IMPLEMENTATION NETWORK (MSIN) IS AN INNOVATIVE, PATIENT-DRIVEN RESEARCH NETWORK THAT CONNECTS PARTICIPATING MULTIPLE SCLEROSIS (MS) CARE CENTERS ACROSS THE COUNTRY. IN SHARING DATA AND EXPERIENCES, PARTICIPATING CENTERS CAN LEARN FROM EACH OTHER WITH THE GOAL OF IMPROVING CARE FOR PEOPLE LIVING WITH MULTIPLE SCLEROSIS. THIS PATIENT-CENTRIC INITIATIVE IS FOCUSED ON CREATING A PRACTICE-BASED RESEARCH NETWORK (PBRN) FOR MEDICAL PROFESSIONALS TO BEST SUPPORT INDIVIDUALS WITH MS. MSIN IS GUIDED BY TWO ADVISORY BOARDS ONE OF WHICH IS COMPRISED OF PEOPLE LIVING WITH MS AND THEIR CARE PARTNERS. THE OTHER ADVISORY BOARD IS COMPRISED OF HEALTHCARE PROFESSIONALS, RESEARCH SCIENTISTS, AND ADVOCACY PARTNERS. 7189232 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 63 0 1 31 1 1 1 0 0 0 0 1 1 0 0 0 1 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CT FL GA HI KY MA MI IL KS MA MD MS MN NC ND NH NJ NM NY OR PA RI SC TN VA WI WV X X DONNA MCFADDEN 8564884500 375 KINGS HIGHWAY NORTH CHERRY HILL NJ 08034 JENNIFER SCHWARTZ ESQUIRE CHAIRPERSON (TO 06/2025) 1.00 X X 0 0 0 MERYL RAVITZ CPA TREASURER 1.00 X X 0 0 0 ERIC K BOSSARD VICE CHAIRPERSON (TO 06/2025) 1.00 X X 0 0 0 WENDY B SCOTT SECRETARY 1.00 X X 0 0 0 AUDREY ALLSOPP DIRECTOR 1.00 X 0 0 0 ANN BAIRD BISHOP DIRECTOR 1.00 X 0 0 0 JULIAN GAMBOA DIRECTOR 1.00 X 0 0 0 MICHAEL SCHOENHAUT DIRECTOR 1.00 X 0 0 0 MARTHA BAIRD SENTURIA DIRECTOR 1.00 X 0 0 0 BARRY A SINGER MD DIRECTOR (TO 06/2025) 1.00 X 0 0 0 JASON SLATTERY DIRECTOR 1.00 X 0 0 0 ANDREW WOO MD PHD DIRECTOR 1.00 X 0 0 0 GELEANA ALSTON PHD DIRECTOR (AS OF 01/2025) 1.00 X 0 0 0 KELLY THOMAS NOJAIM DIRECTOR (AS OF 01/2025) 1.00 X 0 0 0 DR AUGUSTO MIRAVALLE MD FAAN DIRECTOR (AS OF 01/2025) 1.00 X 0 0 0 GINA R MURDOCH PRESIDENT & CEO 37.50 X 310658 0 41774 ANDREA GRIFFIN VP OF COMMUNICATIONS & MAR 37.50 X 155393 0 17781 AMANDA MONTAGUE CHIEF MISSION OFFICER 37.50 X 216680 0 29561 WILLIAM SCRENCI VICE PRESIDENT OF FINANCE 22.50 X 75660 0 2198 MELISSA YOUNG ASSOC. VP MD-CLIENT IMPACT 37.50 X 117917 0 26856 ALEXIS KLINE ASSOC. VP MD-PATIENT-CENTERED RESEARCH & HEALTH ED 37.50 X 122117 0 13482 998425 0 131652 5 0 1 0 RKD GROUP LLC 35 PARKWOOD DRIVE SUITE 160 HOPKINTON MA 01748 DIRECT MAIL 1321093 THE UNIVERSITY OF TEXAS HEALTH SCIENCE C PO BOX 301418 DALLAS TX 75303 DEVELOPMENT & PLAN FOR SITE SELECTION & 213064 ALLEGIANCE GROUP 3064 49TH STREET S FARGO ND 58104 DIGITAL FUNDRAISING 184480 FOX ROTHSCHILD LLP PO BOX 931091 ATLANTA GA 31193 LEGAL CONSULTING 154955 POLAR PRODUCTS 3380 CAVALIER TR STOW OH 44224 EQUIPMENT 130717 6 31738 460154 9853542 962435 10345434 PATIENT SERVICES 541900 115525 115525 115525 154300 154300 9754006 9493550 260456 260456 260456 266691 460154 343468 -76777 -76777 ADVERTISING 541800 117700 117700 117700 10916638 115525 117700 337979 486947 486947 919924 532332 255488 132104 1671012 1028404 465954 176654 14971 279 8739 5953 383027 27135 210951 144941 202003 117466 58555 25982 257286 161890 61665 33731 48052 30131 11584 6337 52000 52000 35924 22526 8661 4737 491913 219150 30136 242627 3260 2044 786 430 6209 4207 1294 708 117784 75376 27413 14995 55123 32736 8399 13988 68489 52297 10467 5725 66996 35615 19419 11962 19475 12212 4695 2568 PATIENT ASSISTANCE 3865718 3865718 PRINTING 1074690 175894 33237 865559 POSTAGE 822430 142406 27692 652332 DIRECT MAIL COST 463676 75449 14354 373873 132427 89018 24405 19004 11259336 7189232 1283894 2786210 X 2340541 380851 72455 1887235 67427 77857 669939 901928 1003190 1883002 570866 256152 544127 477194 133929 66933 4909040 4544068 71035 42937 7425426 7772877 559607 1073208 67962 40169 627569 1113377 X 5389324 4835949 1408533 1823551 6797857 6659500 7425426 7772877 -342698 204341 0 X X 0 1 X 1 0 X 7770132 8720632 8039358 7206960 10345434 42082516 7770132 8720632 8039358 7206960 10345434 42082516 7232444 34850072 166382 150438 141631 238459 154300 851210 99855 83198 64261 105674 117700 470688 43404414 596399 0.80290 0.85080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 203190 200049 3141 340937 277145 63792 66933 OPERATING LEASE LIABILITY 40169 40169 X 11428523 204341 343468 547809 10880714 35924 35924 10916638 11566880 343468 343468 11223412 35924 35924 11259336 PART X, LINE 2: MANAGEMENT OF MSAA CONSIDERS THE LIKELIHOOD OF CHANGES BY TAXING AUTHORITIES IN ITS INCOME TAX RETURNS AND RECOGNIZES A LIABILITY FOR OR DISCLOSES POTENTIAL SIGNIFICANT CHANGES THAT MANAGEMENT BELIEVES ARE MORE LIKELY THAN NOT TO OCCUR UPON EXAMINATION BY TAX AUTHORITIES, INCLUDING CHANGES TO MSAA'S STATUS AS A NOT-FOR-PROFIT ENTITY. MANAGEMENT BELIEVES MSAA MET THE REQUIREMENTS TO MAINTAIN ITS TAX-EXEMPT STATUS AND HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS IN FILED INCOME TAX RETURNS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE MSAA'S FINANCIAL STATEMENTS. THERE ARE CURRENTLY NO EXAMINATIONS PENDING OR IN PROCESS. MSAA ENGAGED IN CERTAIN ACTIVITIES THAT DID NOT CONTRIBUTE DIRECTLY TO ITS EXEMPT PURPOSES. UNDER THE INTERNAL REVENUE CODE, A CORPORATE INCOME TAX IS IMPOSED ON THE NET INCOME GENERATED BY THESE UNRELATED BUSINESS ACTIVITIES. THE TAX ON UNRELATED BUSINESS INCOME WAS $0 FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT COSTS 343,468. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT COSTS 343,468. X X X X 1 BRIAN S HURWITZ LLC 10564 PALACIO RIDGE COURT BOYNTON BEACH FL 33473 FUNDRAISING EVENT MANAGEMENT 0 241405 52000 189405 241405 52000 189405 AK AL AR CA CO CT DC FL GA HI IL KS KY LA MA MD ME MI MN MS NC NH NJ NM NY OH OK OR PA RI SC TN UT WA WI WV NV FY25 IMPROVING LIVES BENEFIT 271047 146365 124682 42958 58476 7500 19866 FY25 MS SPRING GOLF CLASSIC 241405 166569 74836 65200 68011 6 214393 147220 67173 61068 20389 726845 460154 266691 169226 58476 7500 108266 343468 -76777 1 EQUIPMENT DISTRIBUTION PROGRAM 1432 75624 FAIR MARKET VALUE MEDICAL EQUIPMENT MRI ACCESS FUND 144 155549 FAIR MARKET VALUE MRIS COOLING PROGRAM 2240 255774 FAIR MARKET VALUE COOL SUITE DEVICE DISTRIBUTION PART I, LINE 2: THE ASSOCIATION PROVIDES ASSISTANCE TO INDIVIDUALS AFFECTED BY MULTIPLE SCLEROSIS (MS). THE EQUIPMENT, COOLING, AND MRI PROGRAMS REQUIRE APPLICANTS TO COMPLETE AN APPLICATION FORM WHICH IS SUBMITTED TO THE ASSOCIATION. THE ASSOCIATION DETERMINES IF THE INDIVIDUAL IS ELIGIBLE TO RECEIVE THE SERVICE BASED ON IF THE INCOME REQUIREMENT IS BELOW 300% OF THE FEDERAL POVERTY GUIDELINES. PAYMENTS ARE MADE DIRECTLY TO THE VARIOUS GROUPS/VENDORS THAT PROVIDE THE SERVICES TO THE INDIVIDUALS WHO MEET THE QUALIFICATIONS. NO FUNDS ARE PROVIDED DIRECTLY TO AN INDIVIDUAL PATIENT, THOUGH THE ASSOCIATION DOES PROVIDE HONORARIA TO PHYSICIANS WHO SPEAK AT THE ASSOCIATION'S EDUCATIONAL PROGRAMS. GRANT FUNDING RECEIVED BY THE ASSOCIATION IS UTILIZED TO HOST EDUCATIONAL PROGRAMMING TAILORED TO ADDRESS RELEVANT NEEDS WITHIN THE MS COMMUNITY, IN TERMS OF PATIENTS AND HEALTHCARE PROFESSIONALS. THROUGH THIS FUNDING, THE ASSOCIATION DEVELOPS A NUMBER OF NATIONAL SERIES AIMED AT ADDRESSING THE NEEDS AND CHALLENGES OF THE MS PATIENT, THEIR FAMILIES AND CARE PARTNERS, AS WELL AS DELIVERING OPPORTUNITIES TO AFFECT CHANGE IN THE CLINICAL SETTING THROUGH ITS PROFESSIONAL EDUCATION EFFORTS AIMED AT NEUROLOGISTS, NURSES AND NURSE PRACTITIONERS. THE ASSOCIATION ALSO DEVELOPS A NUMBER OF ONLINE PRESENTATIONS AS WELL AS TOOLS AND DECISION AIDES TO BENEFIT THIS COMMUNITY. THE ACCOUNTING DEPARTMENT TRACKS ALL EXPENSES AND REQUIRES RECEIPTS FOR EXPENSES. GRANTS ARE RECONCILED WITH THE FUNDER UPON THE FUNDER'S PROCEDURE OR REQUESTS. X X X X X 0 0 0 0 0 0 0 1 0 GINA R MURDOCH PRESIDENT & CEO 302244 0 8414 0 0 0 9165 0 32609 0 352432 0 0 0 AMANDA MONTAGUE CHIEF MISSION OFFICER 199680 0 17000 0 0 0 6626 0 22935 0 246241 0 0 0 ANDREA GRIFFIN VP OF COMMUNICATIONS & MAR 155393 0 0 0 0 0 4589 0 13192 0 173174 0 0 0 PART I, LINE 7 AMANDA MONTAGUE (CHIEF MISSION OFFICER) RECEIVED PERFORMANCE BONUS OF $17,000; GINA MURDOCH (PRESIDENT & CEO) RECEIVED PERFOMANCE BONUS OF $8,414; ALEXIS KLINE (ASSOCIATE VP MISSION DELIVERY, PATIENT CENTERED RESEARCH & HEALTH EDUCATION) RECEIVED PERFORMANCE BONUS OF $7500. X 30 28048 PROCEEDS FROM AUCTION X 11 934387 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B ONCE THE ASSOCIATION'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 ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT-OF-INTEREST POLICY IS ADMINISTERED BY THE BOARD OF DIRECTORS. ON AN ANNUAL BASIS, BOARD OF 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 ANY ISSUE OF A CONFLICT OF INTEREST HAS OCCURRED. WHEN A COVERED PERSON BECOMES AWARE OF A PROPOSED OR EXISTING COVERED TRANSACTION, HE OR SHE SHALL HAVE A DUTY TO TAKE THE FOLLOWING ACTIONS: (1) IMMEDIATELY DISCLOSE THE EXISTENCE AND CIRCUMSTANCES OF SUCH COVERED TRANSACTION TO THE CHAIRPERSON OR, IN THE CASE OF AN EMPLOYEE, TO THE PRESIDENT AND CEO. (2) REFRAIN FROM USING HIS OR HER PERSONAL INFLUENCE TO ENCOURAGE THE ASSOCIATION TO ENTER INTO THE COVERED TRANSACTION AND (3) PHYSICALLY RECUSE HIMSELF OR HERSELF FROM PARTICIPATION IN ANY DISCUSSIONS REGARDING THE COVERED TRANSACTION WITH DIRECTORS, OFFICERS AND/OR EMPLOYEES OF THE ASSOCIATION AND AT MEETINGS OF THE BOARD OF DIRECTORS, EXCEPT TO RESPOND TO REQUESTS FOR INFORMATION ABOUT THE COVERED TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 ANNUAL COMPENSATION IS REVIEWED BASED ON SEVERAL FACTORS INCLUDING JOB PERFORMANCE, INFLATION, BUDGETARY CONSIDERATIONS, AND SURVEY OF THE MARKET. THE PRESIDENT AND CEO'S COMPENSATION IS BASED UPON SIMILAR CRITERIA AND IN ADDITION AN OUTSIDE CONSULTANT WAS ENGAGED DURING THE FISCAL YEAR TO ASSURE PROPER ALIGNMENT WITH THE MARKET. FINAL APPROVAL RESTS WITH THE BOARD OF DIRECTORS AND COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, FEDERAL FORM 1023, AND GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS AS WELL AS FEDERAL FORM 990 ARE POSTED ON THE ASSOCIATION'S WEBSITE. 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. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.