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NATIONAL MULTIPLE SCLEROSIS SOCIETY: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
NATIONAL MULTIPLE SCLEROSIS SOCIETY (EIN 13-5661935)
Tax period
2016-10-01 to 2017-09-30
Filed
2018-07-06
IRS object ID
201811879349300436
Schema version
2016v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-07-06T14:17:23-05:00ReturnTs
Tax Period End2017-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1757 THIRD AVENUE 3RD FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172013ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN135661935EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL MULTIPLE SCLEROSIS SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% TAMI CAESAR CFOInCareOfNm
Business Name ControlNATIBusinessNameControlTxt
Phone2129863240PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1733 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100174057ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTAMI CAESARPersonNm
Person TitleCFOPersonTitleTxt
Phone2129863240PhoneNum
Signature2018-07-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonQi Wen LiangPreparerPersonNm
PTINP01270238PTIN
Phone2125990100PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCYNTHIA ZAGIEBOYLOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1733 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100174057ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$234,882,122GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Group Exemption1048GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.NATIONALMSSOCIETY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1946FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionPEOPLE AFFECTED BY MS CAN LIVE THEIR BEST LIVES AS WE STOP MS IN ITS TRACKS, RESTORE WHAT HAS BEEN LOST AND END MS FOREVER.ActivityOrMissionDesc
Voting Members Governing Body35VotingMembersGoverningBodyCnt
Voting Members Independent34VotingMembersIndependentCnt
Total Employee1086TotalEmployeeCnt
Total Volunteers50000TotalVolunteersCnt
Total Gross UBI$2,213,290TotalGrossUBIAmt
PY Contributions Grants$106,277,577PYContributionsGrantsAmt
CY Contributions Grants$175,698,717CYContributionsGrantsAmt
PY Program Service Revenue$646,108PYProgramServiceRevenueAmt
CY Program Service Revenue$77,872CYProgramServiceRevenueAmt
PY Investment Income-$481,577PYInvestmentIncomeAmt
CY Investment Income$2,271,702CYInvestmentIncomeAmt
PY Other Revenue$1,993,708PYOtherRevenueAmt
CY Other Revenue$3,199,580CYOtherRevenueAmt
PY Total Revenue$108,435,816PYTotalRevenueAmt
CY Total Revenue$181,247,871CYTotalRevenueAmt
PY Grants And Similar Paid$46,986,745PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$44,109,446CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$35,773,829PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$83,608,658CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$3,042,702PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$3,472,372CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$38,001,609CYTotalFundraisingExpenseAmt
PY Other Expenses$31,714,496PYOtherExpensesAmt
CY Other Expenses$54,334,569CYOtherExpensesAmt
PY Total Expenses$117,517,772PYTotalExpensesAmt
CY Total Expenses$185,525,045CYTotalExpensesAmt
PY Revenues Less Expenses-$9,081,956PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$4,277,174CYRevenuesLessExpensesAmt
Total Assets BOY$110,314,180TotalAssetsBOYAmt
Total Assets EOY$155,990,278TotalAssetsEOYAmt
Total Liabilities BOY$86,285,441TotalLiabilitiesBOYAmt
Total Liabilities EOY$73,547,574TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$24,028,739NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$82,442,704NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPEOPLE AFFECTED BY MS CAN LIVE THEIR BEST LIVES AS WE STOP MS IN ITS TRACKS, RESTORE WHAT HAS BEEN LOST AND END MS FOREVER. Effective 10/1/16, the Society consolidated the 36 chapters and the national headquarters into a single entity under one EIN. See Sch. O.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$47,713,049ExpenseAmt
Grant$3,314,555GrantAmt
Revenue$0RevenueAmt
DescCLIENT AND COMMUNITY SERVICES - PEOPLE AFFECTED BY MS CONNECT TO EACH OTHER AND AN EXTENSIVE VARIETY OF PROGRAMS, SERVICES AND RESOURCES. MANY PROGRAMS FACILITATE EDUCATION, RECREATION, PHYSICAL AND EMOTIONAL WELLNESS, AND CONNECTION WITH OTHERS, ONLINE AND IN PERSON. OTHER PROGRAMS SUPPORT INDEPENDENCE, SAFETY, HEALTH AND QUALITY OF LIFE. THE MS NAVIGATOR PROGRAM PROVIDED MORE THAN 155,000 PEOPLE INFORMATION, EMOTIONAL SUPPORT, AND CONNECTIONS TO RESOURCES. IN ADDITION, MORE THAN 34,000 PEOPLE ATTENDED GROUP PROGRAMS. COMMUNITY PROGRAMS - CONTINUED ON SCH O.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$43,783,411ExpenseAmt
Grant$39,064,441GrantAmt
Revenue$0RevenueAmt
DescRESEARCH - IN 2017, THE NATIONAL MULTIPLE SCLEROSIS SOCIETY INVESTED NEARLY $44 MILLION TO SUPPORT MORE THAN 350 RESEARCH PROJECTS AROUND THE WORLD AIMED AT STOPPING MS IN ITS TRACKS, RESTORING FUNCTION, AND ENDING THE DISEASE FOREVER. THE SOCIETY STIMULATES STUDIES WORLDWIDE, LEVERAGES OPPORTUNITIES, FOSTERS COLLABORATION, AND SHAPES THE RESEARCH LANDSCAPE TO ADDRESS THE URGENT NEEDS OF PEOPLE WITH MS. RESEARCH BREAKTHROUGHS FUEL THE TREATMENTS AND SOLUTIONS PEOPLE WITH MS NEED TO OVERCOME THE CHALLENGES OF MS TODAY WITH CONFIDENCE AND HOPE FOR A WORLD FREE OF MS TOMORROW.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$33,363,071ExpenseAmt
Grant$29,772GrantAmt
Revenue$0RevenueAmt
DescPUBLIC EDUCATION - THERE ARE MANY WAYS THE SOCIETY EDUCATES THE PUBLIC ABOUT MULTIPLE SCLEROSIS INCLUDING THE SOCIETY'S ANNUAL MS AWARENESS CAMPAIGN, PUBLIC SERVICE ANNOUNCEMENTS, NEWSLETTERS, EMAIL, WEBSITE, ONLINE COMMUNITY, SOCIAL MEDIA AND PUBLIC RELATIONS ACTIVITIES ACROSS ALL MEDIA CHANNELS. MS CONNECTION NEWSLETTERS (LOCAL ANNOUNCEMENTS AND INFORMATION ON UPCOMING PROGRAMS AND SERVICES) AND MOMENTUM (THE SOCIETY'S MAGAZINE DISTRIBUTED TO PEOPLE WITH MS, HEALTH CARE PROVIDERS, SUPPORTERS OF THE SOCIETY) REACH 450,000 EACH QUARTER. PUBLIC EDUCATION - CONTINUED ON SCH O.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$5,905,502ExpenseAmt
Grant$1,700,678GrantAmt
Revenue$77,872RevenueAmt
DescPROFESSIONAL EDUCATION AND TRAININGDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$5,905,502TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$1,700,678TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$77,872TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$130,765,033TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document416IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee1086EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members35GoverningBodyVotingMembersCnt
Independent Voting Member34IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldIDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldIAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldLAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTXStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWYStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTAMI CAESAR CFOPersonNm
Phone2124760424PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1733 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100173288ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (49 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
CYNTHIA ZAGIEBOYLO
PRESIDENT & CEO40.00.0Yes (X)Yes (X)$527,970$0$10,600
PETER A GALLIGAN
CHAIRMAN5.00.0Yes (X)Yes (X)$0$0$0
LINDA MCALEER
SECRETARY5.00.0Yes (X)Yes (X)$0$0$0
RICHARD KNUTSON
TREASURER5.00.0Yes (X)Yes (X)$0$0$0
MINDY B ALPERT
DIRECTOR5.00.0Yes (X)$0$0$0
Rick Anderson
DIRECTOR5.00.0Yes (X)$0$0$0
Valli Baldassano
DIRECTOR5.00.0Yes (X)$0$0$0
Gregory R Bishop
DIRECTOR5.00.0Yes (X)$0$0$0
Michael Bogdonoff Esq
DIRECTOR5.00.0Yes (X)$0$0$0
Ron Boire
DIRECTOR5.00.0Yes (X)$0$0$0
Doug Coy
DIRECTOR5.00.0Yes (X)$0$0$0
Dana M Foote
DIRECTOR5.00.0Yes (X)$0$0$0
Shyam Gidumal
DIRECTOR5.00.0Yes (X)$0$0$0
Peter Harbilas
DIRECTOR5.00.0Yes (X)$0$0$0
Lily Jung Henson MD MMM FAAN
Director (Thru 11/2016)5.00.0Yes (X)$0$0$0
Bonnie Higgins
DIRECTOR5.00.0Yes (X)$0$0$0
William Holley
DIRECTOR5.00.0Yes (X)$0$0$0
Mary Hughes MD
DIRECTOR5.00.0Yes (X)$0$0$0
Craig T Lynch
DIRECTOR5.00.0Yes (X)$0$0$0
Daniel Messina
Director (Thru 11/2016)5.00.0Yes (X)$0$0$0
Aaron E Miller MD
DIRECTOR5.00.0Yes (X)$0$0$0
William T Monahan
DIRECTOR5.00.0Yes (X)$0$0$0
Russell Parker
DIRECTOR5.00.0Yes (X)$0$0$0
Cynthia Harris Perazzo
DIRECTOR5.00.0Yes (X)$0$0$0
Mike Pongon
DIRECTOR5.00.0Yes (X)$0$0$0
PETER PORRINO
DIRECTOR5.00.0Yes (X)$0$0$0
Tobi Rogowsky
DIRECTOR5.00.0Yes (X)$0$0$0
David M Rottkamp
DIRECTOR5.00.0Yes (X)$0$0$0
Eli Rubenstein
Director (Thru 11/2016)5.00.0Yes (X)$0$0$0
LARRY SCHMID
DIRECTOR5.00.0Yes (X)$0$0$0
David B Schulman
DIRECTOR5.00.0Yes (X)$0$0$0
Richard B Slifka
Director5.00.0Yes (X)$0$0$0
Robert L Sowinski
DIRECTOR5.00.0Yes (X)$0$0$0
Peter G Tarricone
Director5.00.0Yes (X)$0$0$0
Laura Vaccaro
DIRECTOR5.00.0Yes (X)$0$0$0
Malcolm P Wattman Esq
DIRECTOR5.00.0Yes (X)$0$0$0
Jeffrey Wessel
DIRECTOR5.00.0Yes (X)$0$0$0
Caroline Whitacre
DIRECTOR5.00.0Yes (X)$0$0$0
PAUL WEISS
CHIEF OPERATING OFFICER40.00.0Yes (X)$325,586$0$47,613
Tami Caesar
Chief Financial Officer40.00.0Yes (X)$233,036$0$46,606
Eric Hilty
Chief Legal Officer40.00.0Yes (X)$220,706$0$45,050
TIM COETZEE
CHIEF RESEARCH OFFICER40.00.0$320,656$0$45,864Yes (X)
GRAHAM MCREYNOLDS
CHIEF M & D OFFICER40.00.0$311,049$0$34,289Yes (X)
JOHN SCOTT
CHIEF FIELD OFFICER40.00.0$315,806$0$22,479Yes (X)
MAUREEN REEDER
REGIONAL EVP40.00.0$269,252$0$11,921Yes (X)
Jennifer Lee
Regional EVP40.00.0$233,310$0$29,453Yes (X)
Phyllis Robsham
Regional EVP40.00.0$238,273$0$23,326Yes (X)
Kay Julian
EVP, Services40.00.0$221,276$0$23,138Yes (X)
Lisa Goldfarb
EVP, Human Resources40.00.0$231,301$0$9,257Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,448,221TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$349,596TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K66IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Merkle Inc
8400 CORPORATE DRIVELANHAMMD207852238DIRECT MARKETING$8,609,031
Blackbaud
PO BOX 930256ATLANTAGA31193FUNDRAISING SOFTWARE$2,505,736
Event 360 INC
205 N MICHIGAN AVENUE SUITE 2640CHICAGOIL60601EVENT PRODUCTION$1,905,311
EPSILON DATA MANAGEMENT
601 EDGEWATER DRIVEWAKEFIELDMA01880DATA ADMIN/SUPPORT$1,119,025
THE DOYLE GROUP LLC
PO BOX 204653DALLASTX75320IT CONSULTING$736,554
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K25CntrctRcvdGreaterThan100KCnt
Fundraising$114,493,487FundraisingAmt
Government Grants$74,727GovernmentGrantsAmt
All Other Contributions$61,130,503AllOtherContributionsAmt
Noncash Contributions$2,586,934NoncashContributionsAmt
Total Contributions$175,698,717TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM REGISTRATION FEESDesc
Business900099BusinessCd
Total Revenue Column$77,872TotalRevenueColumnAmt
Related Or Exempt Func Income$77,872RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$77,872TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,402,900TotalRevenueColumnAmt
Exclusion$1,402,900ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$784,040RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$784,040RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$784,040TotalRevenueColumnAmt
Exclusion$784,040ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$31,750,822SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$30,882,020SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$868,802SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$868,802TotalRevenueColumnAmt
Exclusion$868,802ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$22,752,231FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$114,493,487ContriRptFundraisingEventAmt
Fundraising Direct Expenses$22,752,231FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
ADVERTISING INCOME900099$2,213,290$2,213,290
LEGAL SETTLEMENT900099$181,347$181,347
MISCELLANEOUS900099$20,903$20,903
FieldValueIRS element (for citing)
Other Revenue Total$2,415,540OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$181,247,871TotalRevenueColumnAmt
Related Or Exempt Func Income$77,872RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,213,290UnrelatedBusinessRevenueAmt
Exclusion$3,257,992ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$38,032,489TotalAmt
Program Services$38,032,489ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$3,234,894TotalAmt
Program Services$3,234,894ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$2,842,063TotalAmt
Program Services$2,842,063ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,510,223TotalAmt
Program Services$1,735,932ProgramServicesAmt
Management And General$312,061ManagementAndGeneralAmt
Fundraising$462,230FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$64,906,676TotalAmt
Program Services$44,885,889ProgramServicesAmt
Management And General$8,068,954ManagementAndGeneralAmt
Fundraising$11,951,833FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,193,103TotalAmt
Program Services$825,084ProgramServicesAmt
Management And General$148,322ManagementAndGeneralAmt
Fundraising$219,697FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$10,725,166TotalAmt
Program Services$7,416,935ProgramServicesAmt
Management And General$1,333,310ManagementAndGeneralAmt
Fundraising$1,974,921FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$4,273,490TotalAmt
Program Services$2,955,311ProgramServicesAmt
Management And General$531,263ManagementAndGeneralAmt
Fundraising$786,916FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$25,641TotalAmt
Management And General$25,641ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$256,700TotalAmt
Management And General$256,700ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$767,972TotalAmt
Program Services$341,503ProgramServicesAmt
Management And General$82,853ManagementAndGeneralAmt
Fundraising$343,616FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$3,472,372TotalAmt
Fundraising$3,472,372FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$248,518TotalAmt
Management And General$248,518ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$7,512,371TotalAmt
Program Services$4,220,088ProgramServicesAmt
Management And General$946,240ManagementAndGeneralAmt
Fundraising$2,346,043FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,905,831TotalAmt
Program Services$865,880ProgramServicesAmt
Management And General$223,592ManagementAndGeneralAmt
Fundraising$1,816,359FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,325,097TotalAmt
Program Services$82,494ProgramServicesAmt
Management And General$155,044ManagementAndGeneralAmt
Fundraising$4,087,559FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,086,794TotalAmt
Program Services$2,607,493ProgramServicesAmt
Management And General$427,882ManagementAndGeneralAmt
Fundraising$1,051,419FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$10,247,127TotalAmt
Program Services$6,763,104ProgramServicesAmt
Management And General$1,434,598ManagementAndGeneralAmt
Fundraising$2,049,425FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,164,686TotalAmt
Program Services$1,895,152ProgramServicesAmt
Management And General$161,271ManagementAndGeneralAmt
Fundraising$1,108,263FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,480,770TotalAmt
Program Services$1,958,356ProgramServicesAmt
Management And General$68,842ManagementAndGeneralAmt
Fundraising$453,572FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,720,339TotalAmt
Program Services$1,795,424ProgramServicesAmt
Management And General$380,847ManagementAndGeneralAmt
Fundraising$544,068FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,383,011TotalAmt
Program Services$912,787ProgramServicesAmt
Management And General$193,622ManagementAndGeneralAmt
Fundraising$276,602FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PRNTG, PUBLICATION & POSTAGE$7,946,887$3,507,507$663,024$3,776,356
AWARDS AND PRIZES$623,749$505,601$12,582$105,566
TELEPHONE$2,363,209$1,560,239$329,415$473,555
EQUIPMENT RENTAL$950,834$627,998$132,932$189,904

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,325,033TotalAmt
Program Services$1,192,810ProgramServicesAmt
Management And General$620,890ManagementAndGeneralAmt
Fundraising$511,333FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$185,525,045TotalAmt
Program Services$130,765,033ProgramServicesAmt
Management And General$16,758,403ManagementAndGeneralAmt
Fundraising$38,001,609FundraisingAmt
FieldValueIRS element (for citing)
Joint CostsYes (X)JointCostsInd

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$4,246,047TotalAmt
Program Services$1,108,454ProgramServicesAmt
Management And General$2,525,178ManagementAndGeneralAmt
Fundraising$612,415FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$34,708,519BOYAmt
EOY$52,730,544EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,977,443BOYAmt
EOY$15,161,184EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,221,976BOYAmt
EOY$787,082EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$282,709BOYAmt
EOY$205,994EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,018,575BOYAmt
EOY$5,974,958EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$24,984,587LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$18,128,602LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$6,114,646BOYAmt
EOY$6,855,985EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$61,917,472BOYAmt
EOY$72,343,871EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$155,791BOYAmt
EOY$136,934EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$917,049BOYAmt
EOY$1,793,726EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$110,314,180BOYAmt
EOY$155,990,278EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,316,975BOYAmt
EOY$14,264,728EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$45,255,779BOYAmt
EOY$37,500,928EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$215,000BOYAmt
EOY$8,594,230EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$2,676,470BOYAmt
EOY$7,684,478EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$32,821,217BOYAmt
EOY$5,503,210EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$86,285,441BOYAmt
EOY$73,547,574EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$17,008,510BOYAmt
EOY$56,040,027EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,128,244BOYAmt
EOY$19,844,640EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,891,985BOYAmt
EOY$6,558,037EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$24,028,739BOYAmt
EOY$82,442,704EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$110,314,180BOYAmt
EOY$155,990,278EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$4,277,174ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,206,138NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts-$114,001DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets$57,599,002OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$99,409,632CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$108,092,743CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$110,102,818CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$106,277,577CurrentTaxYearMinus1YearAmt
Current Tax Year$175,698,717CurrentTaxYearAmt
Total$599,581,487TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$99,409,632CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$108,092,743CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$110,102,818CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$106,277,577CurrentTaxYearMinus1YearAmt
Current Tax Year$175,698,717CurrentTaxYearAmt
Total$599,581,487TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$599,581,487PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$611,305CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$698,913CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$970,403CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,020,380CurrentTaxYearMinus1YearAmt
Current Tax Year$2,186,940CurrentTaxYearAmt
Total$5,487,941TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,412,472CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,787,944CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,922,671CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,605,654CurrentTaxYearMinus1YearAmt
Current Tax Year$2,213,290CurrentTaxYearAmt
Total$8,942,031TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$203,070CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,044CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$352,073CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,908CurrentTaxYearMinus1YearAmt
Current Tax Year$22,954,481CurrentTaxYearAmt
Total$23,535,576TotalAmt
FieldValueIRS element (for citing)
Total Support$637,547,035TotalSupportAmt
Gross Receipts Rltd Activities$3,500,054GrossReceiptsRltdActivitiesAmt
Public Support CY1700.94045PublicSupportCY170Pct
Public Support PY1700.97586PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersYes (true)VolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsYes (true)MediaAdvertisementsInd
Media Advertisements$5,000MediaAdvertisementsAmt
Mailings MembersYes (true)MailingsMembersInd
Mailings Members$260,936MailingsMembersAmt
Publications Or BroadcastYes (true)PublicationsOrBroadcastInd
Publications Or Broadcast$11,445PublicationsOrBroadcastAmt
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$247,966DirectContactLegislatorsAmt
Rallies DemonstrationsYes (true)RalliesDemonstrationsInd
Rallies Demonstrations$242,625RalliesDemonstrationsAmt
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$767,972TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE C, PART II-B, LINE 1FormAndLineReferenceDesc
ExplanationMS ACTIVISTS 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. MS ACTIVISM DRIVES CHANGE IN PUBLIC POLICIES TO BRING POSITIVE IMPACT FOR PEOPLE AFFECTED BY MS. ACTIVISTS SHARE STORIES ABOUT LIVING WITH MS, CONNECT WITH DECISION-MAKERS, WORK WITH LIKE-MINDED PARTNERS AND CREATE SYSTEMATIC CHANGE TO IMPACT THE GREATEST NUMBER OF PEOPLE POSSIBLE. STATE AND LOCAL ACTIVISM PRIORITIES ARE DETERMINED BY BOTH AN ORGANIZATIONAL PROCESS AND BY ADVOCACY STAFF AND GOVERNMENT RELATIONS VOLUNTEERS.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,464,959BeginningYearBalanceAmt
Contributions$5,496,277ContributionsAmt
Investment Earnings Or Losses$1,286,554InvestmentEarningsOrLossesAmt
Other Expenditures$104,316OtherExpendituresAmt
End Year Balance$9,143,474EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,402,557BeginningYearBalanceAmt
Investment Earnings Or Losses$62,402InvestmentEarningsOrLossesAmt
End Year Balance$2,464,959EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,584,378BeginningYearBalanceAmt
Investment Earnings Or Losses-$181,821InvestmentEarningsOrLossesAmt
End Year Balance$2,402,557EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,685,483BeginningYearBalanceAmt
Investment Earnings Or Losses$1,170,982InvestmentEarningsOrLossesAmt
Grants Or Scholarships$272,087GrantsOrScholarshipsAmt
End Year Balance$2,584,378EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,064,173BeginningYearBalanceAmt
Contributions$384,479ContributionsAmt
Investment Earnings Or Losses$82,835InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,846,004GrantsOrScholarshipsAmt
End Year Balance$1,685,483EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.71720PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.28280TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
BuildingsBuildingsGrp

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,536,332OtherCostOrOtherBasisAmt
Depreciation$4,179,351DepreciationAmt
Book Value$1,356,981BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,677,314OtherCostOrOtherBasisAmt
Depreciation$10,653,704DepreciationAmt
Book Value$23,610BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,770,941OtherCostOrOtherBasisAmt
Depreciation$3,295,547DepreciationAmt
Book Value$5,475,394BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$6,855,985TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
LONG-TERM DEFFERRED RENT$2,784,612
DUE TO ANNUITANTS$1,619,848
OTHER LIABILITIES$1,098,750
FieldValueIRS element (for citing)
Total Liability$5,503,210TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$208,114,589TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$5,206,138NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$15,392,483DonatedServicesAndUseFcltsAmt
Other Revenue$6,516,615OtherRevenueAmt
Revenue Not Reported$27,115,236RevenueNotReportedAmt
Revenue Subtotal$180,999,353RevenueSubtotalAmt
Investment Expenses Not Incld$248,518InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$248,518RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$181,247,871TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$200,783,011TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$15,506,484DonatedServicesUseFcltsAmt
Expenses Not Reported$15,506,484ExpensesNotReportedAmt
Expenses Subtotal$185,276,527ExpensesSubtotalAmt
Investment Expenses Not Incld2$248,518InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$248,518ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$185,525,045TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
ESCROW LIABILITY ARRANGEMENT EXPLANATIONSCHEDULE D, PART IV, LINE 2B THE SOCIETY IS A MANAGING MEMBER, ALONG WITH ASSOCIANZIONE ITALIANA SCLEROSI MULTIPLA (ITALY), MS RESEARCH AUSTRALIA, MULTIPLE SCLEROSIS INTERNATIONAL FEDERATION, MS SOCIETY (UNITED KINGDOM), AND THE MULTIPLE SCLEROSIS SOCIETY OF CANADA, OF THE PROGRESSIVE MS ALLIANCE (THE "ALLIANCE"). THE ALLIANCE IS OPEN TO MS ORGANIZATIONS FROM AROUND THE WORLD AND 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 BY REMOVING SCIENTIFIC AND TECHNOLOGICAL BARRIERS. THE ALLIANCE HAS FOUR STRATEGIC OBJECTIVES WHICH INCLUDE: RAISE PROFILE AND ACCELERATE PROGRESS, SECURE RESOURCES AND GLOBALIZE RESEARCH FUNDING, INSPIRE, GALVANIZE AND ENGAGE AMONG PRIORITY STAKEHOLDERS AND DELIVER OPERATIONAL EXCELLENCE BY ALIGNING RESOURCES. AS A MANAGING MEMBER, THE SOCIETY COMMITTED TO PROVIDING FUNDS OF APPROXIMATELY $25,377,000 OVER THE FOLLOWING EIGHT YEARS CONDITIONAL ON VARIOUS FACTORS, WITH $5,362,877 PAID TO THE ALLIANCE OVER EIGHT YEARS AS WELL AS PROFESSIONAL AND SCIENTIFIC STAFF TO SUPPORT THE ALLIANCE. IN ADDITION, THE SOCIETY MAINTAINS CUSTODY OF THE POOLED FUNDS CONTRIBUTED FROM OTHER ALLIANCE MEMBERS. THE DISBURSEMENT OF FUNDS FOR VARIOUS PROGRESSIVE MS RESEARCH INITIATIVES ARE APPROVED BY VOTING ALLIANCE MEMBERS. THE SOCIETY RECEIVED A TOTAL OF $5,923,941 ENDING SEPTEMBER 30, 2017 FROM ALLIANCE MEMBERS, WHICH WILL BE HELD UNTIL SUCH TIME THE FUNDS ARE APPROVED AND FOR EXPENDITURE. AS OF SEPTEMBER 30, 2017, THE SOCIETY RECORDED UNSPENT DONATED FUNDS, CONSISTING OF BOTH SOCIETY AND OTHER ALLIANCE MEMBERS' MONIES, TOTALING $7,684,478 AS A LIABILITY. INTENDED USES OF ENDOWMENT FUND SCHEDULE D, PART V 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.
FIN 48 FOOTNOTESCHEDULE D, PART X, LINE 2 GUIDANCE IN "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" UNDER THE FINANCIAL ACCOUNTING STANDARDS BOARD (THE "FASB") ACCOUNTING STANDARDS CODIFICATION, CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATED 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.
INCOME AMOUNTS INCLUDED IN FINANCIALS - OTHERSCHEDULE D, PART XI, LINE 2D Change in fair value of beneficial interest in trust $ 26,248 Change in value of split-interest agreements $181,041 Adjustment of research grant liability $6,309,326 ---------- Total $6,516,615
Donated services and use of facilitiesPart XII, Line 2a Due to timing differences, donated advertising expense includes $114,001 of current year expense related to donated advertising revenue that was pledged in prior year.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxtEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)10Grantmaking$1,731,837
North America7Grantmaking$820,227
East Asia and the Pacific2Grantmaking$290,000
East Asia and the PacificInvestments$1,000
FieldValueIRS element (for citing)
Subtotal Employees19SubtotalEmployeesCnt
Total Employee19TotalEmployeeCnt
Subtotal Spent$2,843,064SubtotalSpentAmt
Total Spent$2,843,064TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (19 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
North AmericaFast Forward$255,050Wire
Europe (Including Iceland and Greenland)Fast Forward$25,908Wire
Europe (Including Iceland and Greenland)Fast Forward$247,130Wire
Europe (Including Iceland and Greenland)Fast Forward$75,000Wire
East Asia and the PacificResearch$76,000Wire
East Asia and the PacificResearch$214,000Wire
North AmericaResearch$70,400Wire
North AmericaResearch$40,000Wire
North AmericaResearch$118,104Wire
North AmericaResearch$110,589Wire
North AmericaResearch$137,050Wire
North AmericaResearch$89,034Wire
Europe (Including Iceland and Greenland)Research$197,436Wire
Europe (Including Iceland and Greenland)Research$402,380Wire
Europe (Including Iceland and Greenland)Research$83,323Wire
Europe (Including Iceland and Greenland)Research$229,371Wire
Europe (Including Iceland and Greenland)Research$157,039Wire
Europe (Including Iceland and Greenland)Research$58,333Wire
Europe (Including Iceland and Greenland)Research$255,917Wire
FieldValueIRS element (for citing)
Total501c3 Org19Total501c3OrgCnt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2 - PROCEDURES FOR MONITORING THE USE OF GRANT FUNDSFormAndLineReferenceDesc
ExplanationTHE NATIONAL MULTIPLE SCLEROSIS SOCIETY HAS AN INDEPENDENT RESEARCH ADVISORY COMMITTEE THAT EVALUATES ALL GRANT APPLICATIONS AND RECOMMENDS 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 MULTIPLE SCLEROSIS. ONCE A GRANT HAS BEEN APPROVED, GRANTEES ARE REQUIRED TO SUBMIT PROGRESS REPORTS BEFORE ADDITIONAL FUNDING IS AUTHORIZED.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
Merkle
PO Box 64897BaltimoreMD21264Donor Datafalse$8,919,712$3,307,557$5,612,155
Infocision
325 Springside DriveAkronOH44333Telemarketfalse$170,456$164,815$5,641
FieldValueIRS element (for citing)
Total Gross Receipts$9,090,168TotalGrossReceiptsAmt
Total Retained By Contractors$3,472,372TotalRetainedByContractorsAmt
Total Net To Organization$5,617,796TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1BIKE MS (86)Event1Nm
Gross Receipts Event1$68,658,241GrossReceiptsEvent1Amt
Charitable Contri Event1$56,399,622CharitableContriEvent1Amt
Gross Revenue Event1$12,258,619GrossRevenueEvent1Amt
Non Cash Prizes Event1$1,273,233NonCashPrizesEvent1Amt
Rent Facility Costs Event1$1,904,711RentFacilityCostsEvent1Amt
Food And Beverage Event1$2,308,999FoodAndBeverageEvent1Amt
Entertainment Event1$205,790EntertainmentEvent1Amt
Other Direct Expenses Event1$6,565,886OtherDirectExpensesEvent1Amt
Event2WALK MS (536)Event2Nm
Gross Receipts Event2$43,856,466GrossReceiptsEvent2Amt
Charitable Contri Event2$39,266,360CharitableContriEvent2Amt
Gross Revenue Event2$4,590,106GrossRevenueEvent2Amt
Non Cash Prizes Event2$585,655NonCashPrizesEvent2Amt
Rent Facility Costs Event2$1,398,546RentFacilityCostsEvent2Amt
Food And Beverage Event2$308,720FoodAndBeverageEvent2Amt
Entertainment Event2$138,663EntertainmentEvent2Amt
Other Direct Expenses Event2$2,158,522OtherDirectExpensesEvent2Amt
Other Events Total90OtherEventsTotalCnt
Gross Receipts Other Events$24,731,011GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$18,827,505CharitableContriOtherEventsAmt
Gross Revenue Other Events$5,903,506GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$1,177,373NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$532,329RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$1,805,371FoodAndBeverageOtherEventsAmt
Entertainment Other Events$88,284EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$2,300,149OthDirectExpnssOtherEventsAmt
Gross Receipts Total$137,245,718GrossReceiptsTotalAmt
Charitable Contributions Tot$114,493,487CharitableContributionsTotAmt
Gross Revenue Total Events$22,752,231GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$3,036,261NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$3,835,586RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$4,423,090FoodAndBeverageTotalEventsAmt
Entertainment Total Events$432,737EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$11,024,557OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$22,752,231DirectExpenseSummaryEventsAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE G, PART I, LINE 2BTHE SOCIETY USED MERKLE AND INFOCISION FOR THE MAJORITY OF ITS DIRECT MAIL CAMPAIGNS IN FY2017. THESE CAMPAIGNS COLLECTIVELY RAISED $9,090,168 IN REVENUE FOR FY2017. The relationship with InfoCision ended on 8/31/2017.
Schedule G, Part IIBike MS Bike MS is the largest fundraising bike series in the world. With Bike MS rides across the country, anyone, anywhere, can fuel progress. Each year, 7,500 teams and nearly 100,000 cyclists choose Bike MS. There were 86 bike events during FY2017. Walk MS Each year, 300,000 people participate in Walk MS events. Each walk is fully-accessible, includes multiple distance options, and features support for walkers by our outstanding volunteers. Walk MS is also the perfect place to connect to the services and support offered by the National MS Society. There were 536 walk events during FY2017.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (101 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Mount Sinai School of Medicine
One Gustave L Levy PlaceNew YorkNY10029136171197501(C)(3)$115,476Clinical
University of Chicago Medical Center
5841 S Maryland AveChicagoIL60637363488183501(C)(3)$165,625Clinical
University of TX Southwestern Medical Ctr
5323 Harry Hines BlvdDallasTX75390756002868501(C)(3)$116,875Clinical
Cleveland Clinic Foundation
9500 Euclid AvenueClevelandOH44195912153073501(C)(3)$116,875Clinical
Progressive MS Alliance
733 Third AvenueNew YorkNY10017135661935501(C)(3)$577,243program support
Trustees of Dartmouth College
6010 Parkhurst Hall Suite 204HanoverNH03755020222111501(C)(3)$326,526Research
University of Vermont
85 South Prospect StreeBurlingtonVT05405030179440501(C)(3)$261,070Research
Massachusetts General Hospital
55 Fruit StBostonMA02114041564655501(C)(3)$537,041Research
Harvard Medical School
25 Shattuck StBostonMA02115042103580501(C)(3)$183,626Research
Brigham & Women's Hospital
PO Box 3149 Research ManagementBostonMA02241042312909501(C)(3)$2,603,837Research
Boston Children's Hospital
300 Longwood AveBostonMA02115042774441501(C)(3)$266,126Research
MGH Institute of Health Professions
36 1st AveCharlestownMA02129042868893501(C)(3)$19,688Research
Accelerated Cure Project
460 Totten Pond RoadWalthamMA02451043555864501(C)(3)$62,500Research
Yale University
333 Cedar StNew HavenCT06510060646973501(C)(3)$797,214Research
State University of NY at Stony Brook
100 Nicolls RdNew HavenNY11794116077945501(C)(3)$439,814Research
Weill Cornell Medical College
1300 York AvenueStony BrookNY10065131623978501(C)(3)$358,931Research
Research Foundation of CUNY-ASRC
230 West 41st Street 7th FlrNew YorkNY10036131988190501(C)(3)$58,956Research
NYU School of Medicine
545 First AvenueNew YorkNY10016135562308501(C)(3)$823,994Research
Columbia University
16th St BroadwayNew YorkNY10027135598093501(C)(3)$201,202Research
Icahn School of Medicine at Mount Sinai
One Gustave L Levy PlaceNew YorkNY10029136171197501(C)(3)$818,328Research
University of Rochester Medical Center
601 Elmwood AveNew YorkNY14642160743209501(C)(3)$419,674Research
The State University of New York at Buffalo
12 Capen HallRochesterNY14260161514621501(c)(3)$897,958Research
Rutgers The State University of New Jersey
57 US Highway 1BuffaloNJ08901226001086501(C)(3)$219,057Research
Children's Hospital of Philadelphia
3401 Civic Center BlvdNew BrunswickPA19104231352166501(C)(3)$308,755Research
Drexel University
3141 Chestnut StPhiladelphiaPA19104231352630501(C)(3)$95,937Research
Thomas Jefferson University
125 S 9th StreetPhiladelphiaPA19107231352651501(C)(3)$448,592Research
University of Pennsylvania
3451 Walnut StreetPhiladelphiaPA19104231352685501(C)(3)$221,455Research
Temple University
1801 N Broad StreetPhiladelphiaPA19122231365971501(C)(3)$177,400Research
The J David Gladstone Institutes
1650 Owens StreetPhiladelphiaCA94158237203666501(C)(3)$58,956Research
Children's Hospital Medical Ctr-Cincinnati
3333 BURNET AVE ML 490San FranciscoOH45229310833936501(C)(3)$358,916Research
Kessler Foundation Research Center
300 Executive Drive Suite 70CincinnatiNJ07936311562134501(C)(3)$973,385Research
Ohio State University
1960 Kenny RoadWest OrangeOH43210316025986501(C)(3)$457,435Research
Cleveland Clinic Foundation
9500 Euclid AvenueColumbusOH44195340714585501(C)(3)$542,197Research
Case Western Reserve University
10900 Euclid AvenueClevelandOH44106341018992501(C)(3)$310,548Research
Northwestern University
633 Clark StreetClevelandIL60208362167817501(C)(3)$141,177Research
University Medical Center
1700 West Van Buren StreetEvanstonIL60612362174823501(C)(3)$56,776Research
University of Chicago
5801 S Ellis AveChicagoIL60615362177139501(C)(3)$293,097Research
CARES
5000 S 5th Avenue Bldg 1 Rm C303ChicagoIL60141363334177501(C)(3)$43,993Research
University of Illinois at Urbana-Champaign
1200 West Harrison StHinesIL61801376000511501(C)(3)$704,605Research
Regents of the University of Michigan
5082 Wolverine Tower 333 South StaChampaignMI48109386006309501(C)(3)$256,404Research
Wayne State University
42 W Warren AveAnn ArborMI48202386028429501(C)(3)$245,946Research
BloodCenter of Wisconsin
638 N 18th StreetDetroitWI53233390807235501(C)(3)$235,220Research
University of Wisconsin-Madison
1308 W Dayton StMilwaukeeWI53706396006492501(C)(3)$319,079Research
Mayo Clinic Rochester
200 First Street NWMadisonMN55905416011702501(C)(3)$410,769Research
University of Iowa
5 W Jefferson StRochesterIA52242426004813501(C)(3)$436,585Research
Washington University School of Medicine
660 S Euclid AveIowa CityMO63110430653611501(C)(3)$1,051,963Research
Albert Einstein College of Medicine
1300 Morris Park AvenueSaint LouisNY10461472209056501(C)(3)$113,723Research
University of Ks Medical Ctr-Kansas City
3901 RAINBOW BLVDBronxKS66160481108830501(C)(3)$132,000Research
Johns Hopkins University
600 North Wolfe StreetKansas CityMD21287520595110501(C)(3)$1,870,679Research
National Institute of Neurological Disorders
9000 Rockville PikeBaltimoreMD20792520858115501(C)(3)$65,344Research
Henry M Jackson Foundation
6720-A Rockledge DrBethesdaMD20817521317896501(C)(3)$396,276Research
Institute for Clinical Research Inc
50 Irving Street NW RM 1F-134BethesdaDC20422521336656501(C)(3)$283,885Research
The Children's National Medical Center
111 Michigan Avenue NWWashingtonDC20010521640403501(C)(3)$180,148Research
National Institutes of Health
9000 Rockville PikeWashingtonMD20814521986675501(C)(3)$49,415Research
University of Maryland Baltimore
4100 Chesapeake BuildingBethesdaMD20742526002033501(C)(3)$510,311Research
Virginia Commonwealth University
800 East Leigh StreetCollege ParkVA23298546001758501(C)(3)$418,818Research
University of Virginia
400 Emmet Street SouthRichmondVA23903546001796501(C)(3)$449,292Research
RTI International
Research Triangle InstituteCharlottesvilleNC27675560686338501(C)(3)$49,931Research
Duke University Medical Center
8 Duke University Medical Center GrRaleighNC27703562070036501(C)(3)$187,659Research
University of North Carolina at Chapel Hill
153A Country Club RoadDurhamNC27514566001393501(C)(3)$461,484Research
University of Miami
1320 S Dixie HwyChapel HillFL33146590624458501(C)(3)$199,024Research
University of Florida
201 Criser HallCoral GablesFL32611599002052501(C)(3)$94,941Research
Oregon State University
1500 SW Jefferson StGainesvilleOR97331611730890501(C)(3)$200,626Research
University of Kentucky
109 Kinkead HallCorvallisKY40526616033693501(C)(3)$43,080Research
Vanderbilt University
1211 Medical Center DrLexingtonTN37232620476822501(C)(3)$111,017Research
St Judes Childrens Hospital
262 Danny Thomas PlNashvilleTN38105620646012501(C)(3)$330,000Research
University of Alabama at Birmingham
1720 2nd Ave SMemphisAL35294636005396501(C)(3)$761,873Research
Oklahoma Medial Research Foundation
825 NE 13th SBirgminghamOK73104730580274501(C)(3)$211,200Research
Baylor College of Medicine
One Baylor Plaza Rm 600DOklahoma CityTX77030741613878501(C)(3)$410,909Research
The University of Texas at San Antonio
One UTSA CircleHoustonTX78249741717115501(C)(3)$220,076Research
University of Texas Center at Houston
7000 Fannin St 120San AntonioTX77030741761309501(C)(3)$44,000Research
The University of Texas at Dallas
800 W Campbell RdHoustonTX75080751305566501(C)(3)$166,706Research
University of Colorado Denver
1800 Grant Street Suite 500RichardsonCO80203846000555501(C)(3)$934,570Research
University of New Mexico
1 University of New MexicoDenverNM87131856000642501(C)(3)$44,000Research
St Joseph's Hospital and Medical Center
703 Main StAlbuquerqueAZ85013860174371501(C)(3)$146,300Research
University of Utah
201 South Presidents CirclePhoenixUT84112876000525501(C)(3)$1,443,501Research
University of Nevada Reno
Mailstop 0124Salt Lake CityNV89557886000024501(C)(3)$43,628Research
Benaroya Research Institute
1201 9th AvenueRenoWA98101910653422501(C)(3)$206,273Research
University of Washington
1410 NE Campus ParkwaySeattleWA98105916001537501(C)(3)$595,450Research
Oregon Health & Science University
3181 SW Sam Jackson Park RdSeattleOR97239931176109501(C)(3)$1,450,126Research
Stanford University
450 Serra MallPortlandCA94305941156365501(C)(3)$224,591Research
University of California San Francisco
505 Parnassus AveStanfordCA94143942829914501(C)(3)$2,767,409Research
University of California Davis
1850 Research Park DriveSan FranciscoCA95618946036494501(C)(3)$214,587Research
University of California-Berkeley
2227 Piedmont AvenueDavisCA94720946090626501(C)(3)$272,417Research
University of Southern California
University Garden Suite 205BerkeleyCA90089951642394501(C)(3)$1,038,879Research
Cedars-Sinai Medical Center
8700 Beverly BlvdLos AngelesCA90048951644600501(C)(3)$43,990Research
University of California Riverside
900 University AveLos AngelesCA92521956006142501(C)(3)$44,000Research
University of California Los Angeles
10889 Wilshire BlvdRiversideCA90095956006143501(C)(3)$166,317Research
University of California San Diego
9500 Gilman DrLos AngelesCA92093956006144501(C)(3)$189,826Research
University of Massachusetts Medical School
55 N Lake AveLa JollaMA01655043167352Gov$121,000Clinical
University of Cincinnati
2600 Clifton AveWorcesterOH45220316000989GOV$65,000Clinical
University of Connecticut
343 Mansfield Rd U-1074CincinnatiCT06269060772160GOV$206,981Research
University of Wisconsin-Milwaukee
3203 N Downer AvenueStorrs MansfieldWI53211391805963GOV$44,000Research
Winona State University
1312 Harmon PlaceMilwaukeeMN55403411687554GOV$44,000Research
University of Connecticut Health Center
263 Farmington AvenueMinneapolisCT06030521725543GOV$225,038Research
Texas A&M AgriLife Research
2147 TAMUSFarmingtonTX77843746000541Gov$356,767Research
Longevity Biotech Inc
3001 Market Street Suite 140College StationPA19104272351016N/A$90,584Fast Forward
Annexon Biosciences Inc
280 Utah Avenue Suite 110PhiledelphiaCA94080275414423N/A$230,825Fast Forward
TG Therapeutics Inc
2 Gansevoort Street 9th floorSouth San FranciscoNY10014363898269N/A$84,817Fast Forward
Truven Health Analytics Inc
100 Phoenix DriveNew YorkMI48108061467923N/A$42,440Research
Westat Inc
1650 Research BlvdAnn ArborMD20850840529566N/A$195,931Research
FieldValueIRS element (for citing)
Total501c3 Org96Total501c3OrgCnt
Total Other Org5TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeFinancial AssistanceGrantTypeTxt
Recipient4166RecipientCnt
Cash Grant$3,234,894CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePROCEDURES FOR MONITORING THE USE OF GRANT FUNDSFormAndLineReferenceDesc
ExplanationSCHEDULE I, PART I, LINE 2 Research Grants THE NATIONAL MULTIPLE SCLEROSIS SOCIETY UTILIZED A VOLUNTEER COMMITTEE 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 QUARTERLY BASIS WHICH ARE REVIEWED BY QUALIFIED STAFF. UPON ACCEPTANCE OF THE PROGRESS REPORTS, PAYMENTS ARE DISTRIBUTED TO GRANTEES. Financial Assistance Grants MS NAVIGATORS WORK WITH EACH INDIVIDUAL TO DEVELOP AN ASSISTANCE REQUEST THAT WOULD LEAD TO A CUSTOMIZED AND SUSTAINABLE SOLUTION. OTHER POTENTIAL RESOURCES ARE EXPLORED AND A DETERMINATION IS MADE WHETHER THE ASSISTANCE REEQUEST MEETS THE CRITERIA ESTABLISHED IN THE SOCIETY'S FINANCIAL ASSISTANCE GUIDELINES. APPROVED REQUESTS RESULT IN PAYEMNTS MADE DIRECTLY TO THE VENDOR SPECIFIED IN THE REQUEST.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
CYNTHIA ZAGIEBOYLO
PRESIDENT & CEO$524,135$0$0$0$3,835$0$10,600$0$3,325$0$541,895$0$0$0
PAUL WEISS
CHIEF OPERATING OFFICER$322,116$0$0$0$3,470$0$10,600$0$39,614$0$375,800$0$0$0
TIM COETZEE
CHIEF RESEARCH OFFICER$318,520$0$0$0$2,136$0$10,600$0$37,835$0$369,091$0$0$0
GRAHAM MCREYNOLDS
CHIEF M & D OFFICER$307,612$0$0$0$3,437$0$10,600$0$26,565$0$348,214$0$0$0
JOHN SCOTT
CHIEF FIELD OFFICER$312,370$0$0$0$3,436$0$10,600$0$14,411$0$340,817$0$0$0
MAUREEN REEDER
REGIONAL EVP$266,248$0$0$0$3,004$0$9,790$0$4,738$0$283,780$0$0$0
Tami Caesar
Chief Financial Officer$231,808$0$0$0$1,228$0$9,593$0$39,100$0$281,729$0$0$0
Eric Hilty
Chief Legal Officer$219,161$0$0$0$1,545$0$8,037$0$39,358$0$268,101$0$0$0
Jennifer Lee
Regional EVP$231,718$0$0$0$1,592$0$9,345$0$22,495$0$265,150$0$0$0
Phyllis Robsham
Regional EVP$235,600$0$0$0$2,673$0$9,615$0$16,140$0$264,028$0$0$0
Kay Julian
EVP, Services$218,808$0$0$0$2,468$0$8,908$0$16,550$0$246,734$0$0$0
Lisa Goldfarb
EVP, Human Resources$229,724$0$0$0$1,577$0$9,257$0$2,030$0$242,588$0$0$0

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution195ContributionCnt
Noncash Contributions Rpt F990$2,586,934NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE M, PART I, LINE 9FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS REPORTING THE NUMBER OF NONCASH CONTRIBUTIONS RECEIVED, NOT THE NUMBER OF ITEMS CONTRIBUTED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Realignment of ChaptersForm 990, Part III, Line 1 Continued... The Society completed an organizational realignment effective October 1, 2016. Up until then the Society had a group 501(c)(3) exemption and each of the 36 chapters had subordinate status with a separate EIN. As a result, prior to this year, separate 990s were filed for each chapter. Some of the chapters also were set up as a separately incorporated entity in the state in which they were located. Those separately incorporated entities have all been dissolved, and the separate EINs are no longer being used. Effective October 1, 2016, all Society activities are now conducted as one entity under the Society's EIN. The unified entity has issued one set of audited statements and filed a single tax return. This transition better aligns the Societys resources so that the organization can maximize its impact so that each person affected by MS can live their best life while we relentlessly pursue a cure for everyone with MS. For accounting purposes, the transition was treated as an acquisition of 100% of the assets and liabilities of the 36 chapters by the Society. Total assets acquired from the 36 chapters were approximately $73.7 million and net assets acquired were approximately $51 million. No consideration was given in exchange for these interests. PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINE 4A CONTINUED... COMMUNITY PROGRAMS - THE SOCIETY COLLABORATES WITH DOZENS OF OTHER COMMUNITY ORGANIZATIONS, FOCUSING ON ACCESS TO HEALTH CARE, REHABILITATION, TREATMENTS AND THERAPIES; LONG-TERM CARE; DISABILITY RIGHTS ISSUES; VOCATIONAL TRAINING AND REHAB, WELLNESS AND FITNESS; AND OUTREACH AND EDUCATION TO RURAL AND UNDERSERVED POPULATIONS. FORM 990, PART III, LINE 4C CONTINUED... PUBLIC EDUCATION - IN ADDITION TO NATIONWIDE EMAIL NEWSLETTERS SHARED TWICE MONTHLY WITH 1.3 MILLION RECIPIENTS (ONE MESSAGE RELATED TO SERVICES, THE OTHER TO OVERALL NEWS), MANY PEOPLE ENGAGE IN CONVERSATIONS VIA THE SOCIETYS ONLINE COMMUNITY (50,000 MEMBERS), AND SOCIAL MEDIA (OVER ONE MILLION FOLLOWERS). MORE THAN 500,000 PEOPLE VISIT THE SOCIETYS WEBSITE EACH MONTH TO ACCESS INFORMATION AND SUPPORT. FORM 990, PART III, LINE 4D PROFESSIONAL EDUCATION AND TRAINING - THE SOCIETY KEEPS HEALTHCARE PROVIDERS ENGAGED IN PATIENT CARE BY KEEPING THEM ABREAST OF NEW DIAGNOSTIC TECHNIQUES, THERAPIES, ETC. INFORMATION AND EDUCATION IS PROVIDED TO THOUSANDS OF PROFESSIONALS THROUGH THE SOCIETY'S PARTNERS IN MS CARE NETWORK, NATIONAL WEBINARS, IN-SERVICES AND OUTREACH, AND EDUCATIONAL MATERIALS FOR PHYSICIANS. A FREE QUARTERLY NEWSLETTER IS EMAILED TO MORE THAN 14,000 HEALTH CARE PROFESSIONALS.
CLASSES OF MEMBERS OR STOCKHOLDERSFORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE NATIONAL MULTIPLE SCLEROSIS SOCIETY ARE COMPRISED OF THE MEMBERS OF THE 36 CHAPTERS WHO ARE NON-VOTING MEMBERS, AND THOSE CHAPTERS CHOOSE VOTING MEMBERS WHO COMPRISE THE DELEGATE ASSEMBLY.
ELECTION OF MEMBERS AND THEIR RIGHTSFORM 990, PART VI, SECTION A, LINE 7A ALL MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY THE DELEGATE ASSEMBLY WHICH IS COMPRISED OF VOTING MEMBERS OF THE ORGANIZATION. EACH CHAPTER IS ALLOCATED A NUMBER OF VOTING MEMBERS BASED ON A FORMULA. VOTING MEMBERS ARE THE VOLUNTEER LEADERS OF THE CHAPTER AND THE NATIONAL BOARD OF DIRECTORS.
DECISIONS SUBJECT TO APPROVAL OF MEMBERSFORM 990, PART VI, SECTION A, LINE 7B THE DELEGATE ASSEMBLY ELECTS THE GOVERNING BODY, APPROVES ANY BY-LAW CHANGES AND APPROVES THE SOCIETY'S STRATEGIC PLAN.
ORGANIZATION'S PROCESS TO REVIEW FORM 990FORM 990, PART VI, SECTION B, LINE 11B 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. THE REVIEW COMMENTS OF THE AUDIT COMMITTEE ARE INCORPORATED INTO THE FORM 990 BY THE CFO. A MEETING OF THE AUDIT COMMITTEE IS HELD TO APPROVE THE REVISED FORM 990, AND TO APPROVE DISTRIBUTION TO THE ENTIRE NATIONAL MULTIPLE SCLEROSIS SOCIETY BOARD OF DIRECTORS. THE SOCIETY BOARD OF DIRECTORS IS GIVEN A PERIOD OF TIME TO REVIEW AND COMMENT ON THE FORM 990 BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE.
ENFORCEMENT OF CONFLICTS POLICYFORM 990, PART VI, SECTION B, LINE 12C ALL STAFF AND MEMBERS OF THE NATIONAL BOARD OF DIRECTORS AND VOLUNTEERS SERVING ON KEY COMMITTEES MUST REVIEW THE CONFLICT OF INTEREST POLICY & MAKE ANY APPROPRIATE DISCLOSURES. IF AN INDIVIDUAL DISCLOSES AN ACTUAL OR POTENTIAL CONFLICT, THE CHIEF LEGAL OFFICER REVIEWS THE DISCLOSURE AND DRAFTS A CONFLICT RESOLUTION REPORT TO ADDRESS THE ACTUAL OR POTENTIAL CONFLICT. THE RESOLUTION REPORT IS PRESENTED TO THE AUDIT COMMITTEE AND THE AUDIT COMMITTEE EDITS AND ULTIMATELY APPROVES A RESOLUTION REPORT FOR EACH OF THE DISCLOSED CONFLICTS. THE RESOLUTION REPORT ENSURES THAT THE INDIVIDUAL DOES NOT PARTICIPATE IN ANY DISCUSSIONS OR VOTES RELATED TO THE CONFLICT. THE INDIVIDUAL WHO DISCLOSED THE CONFLICT IS PROVIDED A COPY OF THE RESOLUTION REPORT AND COMPLIES WITH IT.
COMPENSATION PROCESSFORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION COMMITTEE IS COMPRISED OF AT LEAST THREE (3) INDEPENDENT BOARD MEMBERS THAT DETERMINE THE COMPENSATION OF THE PRESIDENT AND CEO, OFFICERS AND OTHER KEY EMPLOYEES. THE COMMITTEE IS PROVIDED WITH COMPARABLE SALARY INFORMATION AND DATA FOR ALL POSITIONS AT OTHER VOLUNTARY HEALTHCARE AGENCIES OF SIMILAR SIZE AND NATIONAL INFLUENCE. THE PRESIDENT AND CEO'S PERFORMANCE IS EVALUATED ON AN ANNUAL BASIS BY THE MEMBERS OF THE COMPENSATION COMMITTEE. THE PRESIDENT AND CEO COMPENSATION IS THEN RATIFIED BY THE FULL BOARD DURING EXECUTIVE SESSION. THE PRESIDENT AND CEO OR HER DESIGNEE CONDUCTS PERFORMANCE EVALUATIONS FOR OFFICERS AND OTHER KEY EMPLOYEES. THE OUTCOME OF THESE EVALUATIONS IS SHARED WITH THE COMPENSATION COMMITTEE TO PROVIDE INFORMATION ON THEIR DECISIONS ABOUT COMPENSATION AND IS THEN RATIFIED BY THE FULL BOARD DURING EXECUTIVE SESSION.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATIONFORM 990, PART VI, SECTION C, LINE 19 THE NATIONAL MULTIPLE SCLEROSIS'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. DONATED SERVICES AND USE OF FACILITIES Part XI, Line 6 Due to timing differences, donated advertising expense includes $114,001 of current year expense related to donated advertising revenue that was pledged in prior year.
OTHER CHANGES IN NET ASSETS EXPLANATIONFORM 990, PART XI, LINE 9 Inherent contribution acquired through realignment $ 51,082,387 Adjustment of research grant liability $ 6,309,326 Change in fair value of beneficial interest in trust $ 26,248 Change in value of split-interest agreements $ 181,041 ------------ Total $ 57,599,002

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1FAST FORWARD LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1733 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100173822ZIPCd
FieldValueIRS element (for citing)
EIN261933619EIN
Primary ActivitiesRESEARCHPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd
Total Income$781,998TotalIncomeAmt
End Of Year Assets$1,037,090EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NMSSBusinessNameLine1Txt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE R, PART I, DISREGARDED ENTITIESFormAndLineReferenceDesc
ExplanationFAST FORWARD LLC ("FAST FORWARD"), A CONSOLIDATED NOT-FOR-PROFIT AFFILIATE OF NATIONAL MULTIPLE SCLEROSIS SOCIETY, DERIVES ITS TAX EXEMPTION FROM NATIONAL MULTIPLE SCLEROSIS 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 multiple sclerosis.ExplanationTxt