2017-05-19T11:31:52-05:00 2016-09-30 GRANT THORNTON LLP 757 THIRD AVE 4TH FLOOR NEW YORK NY 100172013 990 2015-10-01 135661935 National Multiple Sclerosis Society % TAMI CAESAR CFO NATI 2129863240 733 third avenue new york NY 100174057 TAMI CAESAR cfo 2124760424 2017-05-18 true Qi Wen Liang P01270238 2125990100 2017-05-19 2015 2021-01-29 14:40:06Z cynthia zagieboylo 733 third avenue new york NY 100173288 158487757 false 1048 X www.nationalmssociety.org X 1946 NY people affected by ms can live their best lives as we stop ms in its tracks, restore what has been lost and end ms forever. 33 32 302 500 1605654 110102818 106277577 604323 646108 249573 -481577 2623877 1993708 113580591 108435816 53328203 46986745 0 0 28887509 35773829 3378723 3042702 9881668 31728648 31714496 117323083 117517772 -3742492 -9081956 120813206 110314180 94409691 86285441 26403515 24028739 X people affected by ms can live their best lives as we stop ms in its tracks, restore what has been lost and end ms forever. false false 50969812 44164483 0 RESEARCH - To move us closer to a world free of MS, in 2016, the National Multiple Sclerosis Society's invested an estimated $51 million to support more than 380 research projects around the world aimed at stopping MS in its tracks, restoring function, and ending the disease forever. The Society collaborates worldwide to develop solutions for everyone affected by MS, including those with progressive MS, through the accelerated discovery and commercial development of promising research discoveries, new MS therapies, and research tools. 25148091 0 646108 SERVICES TO CHAPTERS - Include costs incurred by the Home Office to support the activities of its chapters. These costs include but are not limited to the following centralized functions: Information Technology, Finance, Human Resources, Legal and Communications and Marketing. IN 2016, THE ACCOUNTING AND FINANCE FUNCTION FOR THE HOME OFFICE AND ALL OF THE SOCIETY'S CHAPTERS WAS CONSOLIDATED INTO A SINGLE FUNCTION MANAGED CENTRALLY BY THE HOME OFFICE. ALSO, IN 2016, THE SOCIETY MOVED TO A CENTRALLY MANAGED 401(K) PLAN FOR ALL SOCIETY EMPLOYEES. COSTS RELATED TO THESE CHANGES SHIFTED FROM 36 CHAPTERS TO THE HOME OFFICE. 11027987 1134317 0 Client programs - people affected by MS connect to each other and extensive variety of programs, services and resources. Many programs facilitate education, recreation, physical and emotional wellness, connection with others. Other programs support independence, safety, health and quality of life. The MS navigator program provided more than 172,000 people information, emotional support, and connections to resources. In addition, more than 160,000 people attended groups and programs. More than 800,000 people engaged in conversations and accessed information and support on the society's online community and social media channels. COMMUNITY PROGRAMS - Continued on SCH O. 9932659 1687945 0 97078549 true false false true false false false false true true true false false false true true true true false false true true false true false false false true true true false false false false false false false false false false false false true false false false false true 116 0 true 302 true true true false false false false false false false false false X 33 32 false false false false true true true true true false true true true true true true true true true true false AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X X TAMI CAESAR CFO 2124760424 733 THIRD AVENUE new york NY 100173288 X CYNTHIA ZAGIEBOYLO president & ceo 40.0 0.0 X X 501300 0 9090 MINDY b ALPERT Director 5.0 0.0 X 0 0 0 BONNIE HIGGINS From 11615 Director 5.0 0.0 X 0 0 0 MICHAEL A BOGDONOFF ESQ Director 5.0 0.0 X 0 0 0 DOUG COY Director 5.0 0.0 X 0 0 0 DANA M FOOTE Director 5.0 0.0 X 0 0 0 SHYAM GIDUMAL Director 5.0 0.0 X 0 0 0 LILY JUNG HENSON MD MMMFAAN Director 5.0 0.0 X 0 0 0 WILLIAM HOLLEY Director 5.0 0.0 X 0 0 0 MARY HUGHES MD Director 5.0 0.0 X 0 0 0 JULIUS HOBSON JR Director 5.0 0.0 X 0 0 0 RICHARD KNUTSON Treasurer 5.0 0.0 X X 0 0 0 CRAIG T LYNCH Director 5.0 0.0 X 0 0 0 DANIEL MESSINA Director 5.0 0.0 X 0 0 0 AARON E MILLER MD Director 5.0 0.0 X 0 0 0 KIMBERLY PHILLIPSthru 11615 Director 5.0 0.0 X 0 0 0 RUSSEL PARKER From 11615 Director 5.0 0.0 X 0 0 0 DAVID M ROTTKAMP Director 5.0 0.0 X 0 0 0 CHRIS SEROCKE thru 91316 Director 5.0 0.0 X 0 0 0 FRED LUBLIN Thru 11615 Director 5.0 0.0 X 0 0 0 RICHARD B SLIFKA Director 5.0 0.0 X 0 0 0 ROBERT L SOWINKSKI Director 5.0 0.0 X 0 0 0 PETER G TARRICONE Director 5.0 0.0 X 0 0 0 MALCOLM P WATTMAN ESQ Director 5.0 0.0 X 0 0 0 JEFFREY WESSEL Director 5.0 0.0 X 0 0 0 ELI RUBENSTEIN DIRECTOR 5.0 0.0 X 0 0 0 PETER A GALLIGAN Chairman of BOD 5.0 0.0 X X 0 0 0 cynthia PERRAZOFrom 11615 Director 5.0 0.0 X 0 0 0 WILLIAM T MONAHAN Director 5.0 0.0 X 0 0 0 LINDA McALEER SECRETARY 5.0 0.0 X X 0 0 0 MIKE PONGON From 11615 Director 5.0 0.0 X 0 0 0 VALLI BALDASSANO Director 5.0 0.0 X 0 0 0 PETER PORRINO Director 5.0 0.0 X 0 0 0 DAVID SCHULMAN From 11615 Director 5.0 0.0 X 0 0 0 LAURA VACCARO Director 5.0 0.0 X 0 0 0 CAROLINE WHITACRE Director 5.0 0.0 X 0 0 0 PAUL WEISS COO 40.0 0.0 X 310854 0 38084 ERIC HILTY CHIEF LEGAL OFFICER 40.0 0.0 X 211252 0 36370 TAMI CAESAR From 92815 CFO 40.0 0.0 X 54336 0 6875 TIM COETZEE CHIEF RESEARCH OFFICER 40.0 0.0 X 307794 0 37985 GRAHAM McREYNOLDS CHIEF M & D Officer 40.0 0.0 X 305039 0 25398 JOHN SCOTT chief field officer 40.0 0.0 X 300310 0 18323 MARK NEAGLI regional evp 40.0 0.0 X 262682 0 27085 MAUREEN REEDER regional evp 40.0 0.0 X 258899 0 9664 2512466 0 208874 64 false true false MERKLE INC PO BOX 64897 BALTIMORE MD 21264 DIRECT MKTG 7341172 BLACKBAUD PO 930256 ATLANTA GA 31193 FUND. SOFTWARE 2492735 EPSILON 11 WEST 19TH STREET NEW YORK NY 10016 DATA.ADMIN/SUPP 1565535 EVENT 360 INC 205 N MICHIGAN AVE CHICAGO IL 60601 EVENT PROD 1395001 BULLY PULPIT INTERACTIVE LLC 915 BROADWAY NEW YORK NY 10010 STRATEGIC COMMU. 778538 29 106277577 106277577 RENTAL INCOME FROM CHAPTERS 900099 646108 646108 646108 1020380 1020380 0 0 385146 385146 0 385146 385146 48549984 50051941 -1501957 -1501957 -1501957 0 0 0 ADVERTISING INCOME 900099 1605654 1605654 MISCELLANEOUS REVENUE 541800 2908 2908 1608562 108435816 646108 1605654 -93523 40711436 40711436 1134317 1134317 5140992 5140992 0 1353071 1074482 204107 74482 0 25667732 20382885 3871924 1412923 2278895 1811273 340265 127357 4636904 3685427 692341 259136 1837227 1460234 274318 102675 0 24526 16473 4151 3902 138003 92687 23359 21957 144781 97239 24507 23035 3042702 3042702 151047 101449 25567 24031 7305434 4906578 1236543 1162313 0 5637201 2707920 1058147 1871134 6028785 4049137 1020453 959195 0 3156166 2450368 513009 192789 2196200 1796725 283121 116354 0 1069738 863982 130237 75519 0 0 1862949 1499148 264445 99356 1271625 1003791 206393 61441 SUNDRY 909955 587665 188190 134100 DUES AND SUBSCRIPTIONS 715136 470430 158827 85879 APPROPRIATED RESEARCH EXP 557404 557404 TELEPHONE 236247 217650 15436 3161 309299 258857 22215 28227 117517772 97078549 10557555 9881668 X 7457553 2035914 1722690 3698949 0 0 28410259 34708519 5174057 2977443 1486992 1221976 0 0 0 0 0 0 206897 282709 1974521 2018575 13845785 7731139 6065568 6114646 76275638 61917472 151708 155791 0 0 0 0 1067566 917049 120813206 110314180 8488426 5316975 50372928 45255779 412578 215000 0 0 658139 2676470 0 0 0 0 0 0 34477620 32821217 94409691 86285441 X 20103473 17008510 4408057 5128244 1891985 1891985 26403515 24028739 120813206 110314180 X -9081956 4041224 2665956 X false true X true false X 97248883 99409632 108092743 110102818 106277577 521131653 0 0 97248883 99409632 108092743 110102818 106277577 521131653 0 521131653 193668 611305 698913 970403 1020380 3494669 1418601 1412472 1787944 1922671 1605654 8147342 669259 203070 23044 352073 2908 1250354 534024018 2360539 0.97586 0.97500 X true true false true 250965 true 11007 false true 238491 true 233354 false 733817 false Schedule C, Part II-B, Line 1 MS 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. Together on the frontline, activists share the 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. false true X 2402557 62402 2464959 2584378 -181821 2402557 1685483 1170982 272087 2584378 3064173 384479 82835 1846004 1685483 2797983 366190 100000 3064173 0.76760 0.23240 false false 3254819 2221024 1033795 9136076 4700581 4435495 1454890 809534 645356 6114646 0 AMOUNTS HELD IN CUSTODY FOR CHAPTERS 27474202 DUE TO ANNUITANTS 2093996 DEFERRED RENT 1827545 DUE TO CHAPTERS 1425474 32821217 X 127576880 4041224 12778364 2472523 19292111 108284769 151047 151047 108435816 129951656 12778364 -193433 12584931 117366725 151047 151047 117517772 Escrow Liability Arrangement Explanation Schedule 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 speed up the development of treatment for progressive MS by removing scientific and technology 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 $9,305,000 over the following three years which is conditional on various factors, with $1,428,000 paid to the Alliance over three 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 within its region. The disbursement of funds for various progressive MS research initiatives are approved by voting Alliance members. The Society received a total of $2,882,000 and $2,338,000 during the years ending September 30, 2016 and 2015, respectively from Alliance members, which will be held until such time the funds are approved for expenditure. As of September 30, 2016 and 2015, the Society recorded unspent donated funds, consisting of both Society and other Alliance members' monies, of approximately $2,676,000 and $658,000, respectively. FIN 48 Footnote Schedule d, Part X Guidance in the area of "Accounting for Uncertainty in Income Taxes" under Financial Accounting Standards Board (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. The 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 fiscal years ended 2013, 2014, 2015 and 2016 are still open to audit for both federal and state purposes. The National Multiple Sclerosis 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. Expense Amounts Included in Financials - Other schedule d, Part XII, Line 2d Grant refunds $ -193,433 true Europe (Including Iceland and Greenland) 18 Program Services grantmaking 3640686 East Asia and the Pacific 4 Program Services grantmaking 672025 North America 6 Program Services grantmaking 828281 East Asia and the Pacific Investments N/A 35000 28 28 5175992 5175992 East Asia and the Pacific Research Grant 39968 WIRE East Asia and the Pacific Research Grant 205965 WIRE EAST ASIA PACIFIC Research Grant 214000 WIRE EAST ASIA PACIFIC Research Grant 212092 WIRE Europe (Including Iceland and Greenland) fast forward-foreign 47908 WIRE Europe (Including Iceland and Greenland) fast forward-foreign 261711 WIRE Europe (Including Iceland and Greenland) fast forward-foreign 468294 WIRE Europe (Including Iceland and Greenland) Research Grant 312958 WIRE Europe (Including Iceland and Greenland) Research Grant 755755 WIRE Europe (Including Iceland and Greenland) Research Grant 164645 WIRE Europe (Including Iceland and Greenland) Research Grant 39820 WIRE Europe (Including Iceland and Greenland) Research Grant 58875 WIRE Europe (Including Iceland and Greenland) Research Grant 363846 WIRE Europe (Including Iceland and Greenland) Research Grant 40000 WIRE Europe (Including Iceland and Greenland) Research Grant 70000 WIRE Europe (Including Iceland and Greenland) Research Grant 40000 WIRE Europe (Including Iceland and Greenland) Research Grant 40000 WIRE Europe (Including Iceland and Greenland) Research Grant 157039 WIRE Europe (Including Iceland and Greenland) Research Grant 58333 WIRE Europe (Including Iceland and Greenland) Research Grant 269494 WIRE Europe (Including Iceland and Greenland) Research Grant 202148 WIRE Europe (Including Iceland and Greenland) research grants 289859 WIRE North America research grants 77419 WIRE North America research grants 70590 WIRE North America research grants 543077 WIRE North America research grants 22220 WIRE North America research grants 70400 WIRE North America research grant 44576 WIRE 25 3 false false true false false false Part I, Line 2 - Procedures for Monitoring the Use of Grant Funds The National Multiple Sclerosis Society has an independent research committee that evaluates all grant applications and selects grants 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. X X X X X X true MERKLE PO BOX 64897 BALTIMORE MD 21264 DONOR DATA false 12475946 2920666 9555280 INFOCISION 325 SPRINGSIDE DRIVE AKRON OH 44333 TELEMARKET false 240856 122036 118820 12716802 3042702 9674100 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI SCHEDULE G, PAGE 3, PART IV - ADDITIONAL INFORMATION PART I- LINE 2B The Society used Merkle and Infocision for the majority of its Direct Mail campaigns in FY2016. These campaigns collectively raised $12,475,946 in revenue for FY2016. true Trustees of Dartmouth College 6010 Parkhurst Hall 204 Hanover NH 03755 020222111 501(C)(3) 54299 Research Grant University of Vermont 85 S Prospect St Burlington VT 05405 030179440 501(C)(3) 330003 Research Grant Massachusetts General Hospital 55 Fruit Street Boston MA 02114 041564655 501(C)(3) 570900 Research Grant Harvard Medical School 25 Shattuck Street Boston MA 02115 042103580 501(C)(3) 160817 Research Grant Brigham and Women's Hospital 75 Francis Street Boston MA 02115 042312909 501(C)(3) 2629192 Research Grant Boston Children's Hospital 300 Longwood Avenue Boston MA 02115 042774441 501(C)(3) 279951 Research Grant MGH Institute of Health Professions 36 First Avenue Charleston MA 02129 042868893 501(C)(3) 151425 Research Grant University of Massachussetts Amherst 300 Massachusetts Avenue Amherst MA 01003 043167352 501(C)(3) 154000 Research Grant Accelerated Cure Project 460 Totten Pond Road Waltham MA 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University of New York at Buffalo 12 Capen Hall Buffalo NY 14260 161514621 Gov 452489 Research Grant The New York Stem Cell Foundation 619 W 54th Street New York NY 10019 202905531 501(C)(3) 43607 Research Grant Rutgers The State University of New Jersey 57 US Highway 1 New Brunswick NJ 08901 226001086 501(C)(3) 438618 Research Grant Children's Hospital of Philadelphia 3401 Civic Ctr Blvd Philadelphia PA 19104 231352166 501(C)(3) 297320 Research Grant Drexel University 3141 Chestnut Street Philadelphia PA 19104 231352630 501(C)(3) 191324 Research Grant Thomas Jefferson University 125 S 9th Street Philadelphia PA 19107 231352651 501(C)(3) 275080 Research Grant University of Pennsylvania 3451 Walnut Street Philadelphia PA 19104 231352685 501(C)(3) 356772 Research Grant J David Gladstone Institutes 1650 Owens Street San Francisco CA 94158 237203666 501(C)(3) 165694 Research Grant University of Pittsburgh 4200 Fifth Avenue Pittsburgh PA 15260 250965591 501(C)(3) 191884 Research Grant University of Utah Medical Center 561 E 1860 S Provo UT 84606 262476719 501(C)(3) 647671 Research Grant Children's Hospital Medical Center 3333 BURNET AVE ML 490 Cincinnati OH 45229 310833936 501(C)(3) 600354 Research Grant Kessler Foundation Research Center 300 Executive Dr 70 West Orange NJ 07936 311562134 501(C)(3) 1110836 Research Grant Ohio State University 1960 Kenny Road Columbus OH 43210 316025986 Gov 493037 Research Grant The Cleveland Clinic 681 Brescksville Rd Independence OH 44131 340714585 501(C)(3) 78766 Research Grant Case Western Reserve University 10900 Euclid Avenue Cleveland OH 44106 341018992 501(C)(3) 105467 Research Grant Indiana University 107 S Indiana Avenue Bloomington IN 47405 356001673 501(C)(3) 33000 Research Grant Northwestern University 633 Clark Street Evanston IL 60208 362167817 501(C)(3) 241928 Research Grant Illinois Institute of Technology 3300 S Federal Street Chicago IL 60616 362170136 501(C)(3) 43316 Research Grant University Medical Center 1700 W Van Buren Street Chicago IL 60612 362174823 501(C)(3) 73393 Research Grant University of Chicago 5235 S Harper Ct4 fl Chicago IL 60615 362177139 501(C)(3) 250671 Research Grant Northwestern University Feinberg School of Medicin 680 N Lake Shore Dr Chicago IL 60611 363097297 501(C)(3) 54174 Research Grant University of Chicago Medical Center 5841 S Maryland Avenue Chicago IL 60637 363488183 501(C)(3) 81250 Research Grant University of Illinois at Chicago 1200 W Harrison St Chicago IL 60607 376000511 501(C)(3) 1327225 Research Grant Henry Ford Health Sciences Center 2799 W Grand Boulevard Detroit MI 48202 381357020 501(C)(3) 92564 Research Grant University of Michigan 500 S State Street Ann Arbor MI 48109 386006309 501(C)(3) 257527 Research Grant Wayne State University 42 W Warren Avenue Detroit MI 48202 386028429 Gov 436287 Research Grant Marquette University 1250 W Wisconsin Ave Milwaukee WI 53233 390806251 501(C)(3) 44000 Research Grant Medical College of Wisconsin PO Box 2178 Milwaukee WI 53201 390807235 501(C)(3) 446131 Research Grant University of Wisconsin 1308 W Dayton Street Madison WI 53706 396006492 501(C)(3) 421195 Research Grant Mayo Clinic Rochester 201 First Street SW Rochester MN 55905 410944601 501(C)(3) 202370 Research Grant University of Minnesota Ms National River Minneapolis MN 55455 416007513 501(C)(3) 187297 Research Grant Mayo Clinic College of Medicine 200 First Street NW Rochester MN 55905 416011702 501(C)(3) 436767 Research Grant University of Iowa 5 W Jefferson St Iowa City IA 52242 426004813 501(C)(3) 315392 Research Grant Washington University School of Medicine 660 S Euclid Ave Saint Louis MO 63110 430653611 501(C)(3) 905127 Research Grant St Louis University 1 N Grand Blvd St Louis MO 63103 430654872 501(C)(3) 204417 Research Grant South Dakota State University 940 Administration Ln Brookings SD 57007 466000364 501(C)(3) 117878 Research Grant Albert Einstein College of Medicine 1300 Morris Park Avenue Bronx NY 10461 472209056 501(C)(3) 227456 Research Grant University of Kansas Medical Center 3901 RAINBOW BLVD Kansas City KS 66160 481108830 501(C)(3) 277112 Research Grant Johns Hopkins University 600 North Wolfe Street Baltimore MD 21287 520595110 501(C)(3) 1814408 Research Grant National Institute of Neurological Disorders and S Attn Susan Free Bethesda MD 20792 520858115 501(C)(3) 78766 Research Grant Henry M Jackson Foundation 6720-A Rockledge Dr Bethesda MD 20817 521317896 501(C)(3) 498426 Research Grant Hugo W Moser Research Institute at Kennedy Kriege 707 North Broadway Baltimore MD 21205 521524965 501(C)(3) 66747 Research Grant The Children's National Medical Center 111 Michigan Ave NW Washington DC 20010 521640403 501(C)(3) 404966 Research Grant National Institutes of Health 9000 Rockville Pike Bethesda MD 20814 521986675 501(C)(3) 64213 Research Grant University of Maryland - College Park 4100 Chesapeake Bldg College Park MD 20742 526002033 501(C)(3) 587570 Research Grant Georgetown University 3700 O St NW Washington DC 20057 530196603 501(C)(3) 264196 Research Grant Virginia Commonwealth University 800 East Leigh Street Richmond VA 23298 546001758 501(C)(3) 261589 Research Grant University of Virginia 400 Emmet St S Charlottesville VA 23903 546001796 501(C)(3) 388223 Research Grant West Virginia University 886 Chestnut Ridge Morgantown WV 26506 556000842 501(C)(3) 103125 Research Grant RTI International Research Trgl Institute Raleigh NC 27675 560686338 501(C)(3) 96834 Research Grant Duke University Medical Center 8 Duke University Durham NC 27703 562070036 501(C)(3) 637786 Research Grant University of North Carolina at Chapel Hill 153A Ctry Club Rd Chapel Hill NC 27514 566001393 501(C)(3) 165000 Research Grant August University 1120 15th Street Augusta GA 30912 581418202 501(C)(3) 76899 Research Grant University of Miami 1320 S Dixie Hwy Coral Gables FL 33146 590624458 501(C)(3) 287672 Research Grant University of Florida 123 Grinter Hall Gainsville FL 32611 599002052 501(C)(3) 189882 Research Grant Oregon State University 8308 Building Corvallis GA 97331 611730890 501(C)(3) 210526 Research Grant Vanderbilt University 1211 Medical Center Dr Nashville TN 37232 620476822 501(C)(3) 419356 Research Grant University of Alabama at Birmingham 701 20th St S AB 1170 Birmingham AL 35294 636005396 501(C)(3) 81992 Research Grant Oklahoma Medial Research Foundation 825 NE 13th S Oklahoma City OK 73104 730580274 501(C)(3) 211200 Research Grant Baylor College of Medicine One Baylor Plaza Rm 600D Houston TX 77030 741613878 501(C)(3) 340973 Research Grant The University of Texas at San Antonio One UTSA Circle San Antonio TX 78249 741717115 501(C)(3) 218631 Research Grant The University of Texas Health Science Center at 7000 Fannin St 120 Houston TX 77030 741761309 501(C)(3) 48908 Research Grant The University of Texas Health Science Center at S PO BOX 100674 San Antonio TX 78201 742461806 501(C)(3) 200890 Research Grant Texas A&M AgriLife Research 2147 TAMUS College Station TX 77843 746000541 501(C)(3) 276407 Research Grant Southern Methodist University University Dallas TX 75275 750800689 501(C)(3) 16403 Research Grant The University of Texas at Dallas 800 W Campbell Rd Richardson TX 75080 751305566 501(C)(3) 247521 Research Grant University of Texas at Dallas 800 West Campbell Road Richardson TX 75080 751305566 501(C)(3) 115388 Research Grant UT Southwestern Medical Center 5323 Harry Hines Blvd Dallas TX 75390 756002868 501(C)(3) 53608 Research Grant Westat 1650 Research Blvd Rockville MD 20850 840529566 499799 Research Grant University of Colorado Denver 2010 Willard Loop Dr Denver CO 80209 846000555 501(C)(3) 703196 Research Grant University of New Mexico 1 Univof New Mexico Albuquerque NM 87131 856000642 501(C)(3) 89100 Research Grant St Joseph's Hospital and Medical Center 703 Main St Phoenix AZ 85013 860174371 501(C)(3) 219450 Research Grant University of Utah 201 Presidents Cir Salt Lake City UT 84112 876000525 501(C)(3) 1084676 Research Grant Seattle Institute for biomedical and Clinical Rese 1100 Olive Way 940 Seattle WA 98101 911452438 501(C)(3) 44000 Research Grant Cleveland Clinic Foundation 9500 Euclid Avenue Cleveland OH 44195 912153073 501(C)(3) 1691256 Research Grant University of Washington 4333 Brooklyn Ave NE Box 359472 Seattle WA 98195 916001537 501(C)(3) 621123 Research Grant Oregon Health & Science University 3181 SW Sam Jackson Rd Portland OR 97239 931176109 501(C)(3) 617521 Research Grant Stanford University 450 Serra Mall Stanford CA 94305 941156365 501(C)(3) 545716 Research Grant University of California San Francisco 505 Parnassus Ave San Francisco CA 94143 942829914 501(C)(3) 2312193 Research Grant University of California Davis 1850 Research Park Drive Davis CA 95618 946036494 Gov 200521 Research Grant University of California-Berkeley 2227 Piedmont Avenue Berkeley CA 94720 946090626 501(C)(3) 111133 Research Grant University of California Los Angeles 10889 Wilshire Blvd Los Angeles CA 90095 956006143 501(C)(3) 209648 Research Grant University of California San Diego 9500 Gilman Dr La Jolla CA 92093 956006144 501(C)(3) 412467 Research Grant American Academy of Neurology Institute 1080 Montreal Ave Saint Paul MN 55116 410726167 501(C)(3) 24691 Research Grant Department of State Health Services 1100 W 49th Street Austin TX 78714 320113643 501(C)(3) 12000 Research Grant Io Therapeutics Inc 1805 E Garry Avenue Santa Ana CA 92705 135661935 132000 Fast Forward-Domestic Emory - RH 3585 Atlanta Avenue Hapeville GA 30322 560566256 501(C)(3) 47133 Fast Forward-Domestic University of MiamiAccera (92812) PO Box 405803 Atlanta GA 30384 590624458 501(C)(3) 155000 Fast Forward-Domestic University of California San Diego 9500 Gillman Drive La Jolla CA 92093 952544535 501(C)(3) 28500 Fast Forward-Domestic Brigham and Women's Hospital 75 Francis St Boston MA 02115 042312909 501(C)(3) 181875 Clinical Grant University of Massachusetts Medical School 55 N Lake Ave Worcester MA 01655 043167352 501(C)(4) 121000 Clinical Grant Mount Sinai School of Medicine One Gustave Levy Pl New York NY 10029 136171197 501(C)(3) 115476 Clinical Grant University of Rochester Medical Center 601 Elmwood Ave Rochester NY 14642 160743209 501(C)(3) 116875 Clinical Grant Children's Hospital of Philadelphia 3401 Civic Ctr Blvd Philadelphia PA 19104 231352166 501(C)(3) 116875 Clinical Grant University of Chicago Medical Center 5841 S Maryland Ave Chicago IL 60637 363488183 501(C)(3) 116875 Clinical Grant Johns Hopkins University 600 North Wolfe Street Baltimore MD 21287 520595110 501(C)(3) 112173 Clinical Grant Vanderbilt University Medical Center MS Ctr 1211 Medical Center Dr Nashville TN 37232 620476822 501(C)(3) 65000 Clinical Grant University of Texas Southwestern Medical Center 5323 Harry Hines Blvd Dallas TX 75390 756002868 501(C)(3) 146094 Clinical Grant University of Colorado Denver 2010 Willard Loop Dr Denver CO 80209 846000555 501(C)(3) 65000 Clinical Grant University of Utah 201 Presidents Cir Salt Lake City UT 84112 876000525 501(C)(3) 65000 Clinical Grant Cleveland Clinic Foundation 9500 Euclid Avenue Cleveland OH 44195 912153073 501(C)(3) 116875 Clinical Grant University of Washington 4333 Brooklyn Ave NE Seattle WA 98195 916001537 501(C)(3) 143825 Clinical Grant University of California San Francisco 1855 Folsom Street San Francisco CA 94143 946036493 501(C)(3) 116875 Clinical Grant UCLA David Geffin School of Medicine 10889 Wilshire Blvd Los Angeles CA 90095 956006143 501(C)(3) 65000 Clinical Grant Progressive MS Alliance 733 Third Avenue New York NY 10017 135661935 501(C)(3) 526815 Progressive MS Alliance McKing Consulting Corporation 2810 Old Lee Highway Fairfax VA 22031 542006067 21887 Research Grant 119 5 Scholarships 821 1134317 n/a Procedures for Monitoring the Use of Grant Funds SCHEDULE I, Part I, Line 2 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. X X X X X false false false false false false false false false CYNTHIA ZAGIEBOYLO president & ceo 498462 0 0 0 2838 0 7950 0 1140 0 510390 0 0 0 PAUL WEISS COO 309336 0 0 0 1518 0 7950 0 30134 0 348938 0 0 0 ERIC HILTY CHIEF LEGAL OFFICER 210555 0 0 0 697 0 6486 0 29884 0 247622 0 0 0 TIM COETZEE CHIEF RESEARCH OFFICER 306276 0 0 0 1518 0 7950 0 30035 0 345779 0 0 0 GRAHAM McREYNOLDS CHIEF M & D Officer 302207 0 0 0 2832 0 7950 0 17448 0 330437 0 0 0 JOHN SCOTT chief field officer 298796 0 0 0 1514 0 7950 0 10373 0 318633 0 0 0 MARK NEAGLI regional evp 260172 0 0 0 2510 0 7950 0 19135 0 289767 0 0 0 MAUREEN REEDER regional evp 256503 0 0 0 2396 0 7634 0 2030 0 268563 0 0 0 program service accomplishments Form 990, Part III, Line 4c 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 4D Public education - there are many ways the society educates the public about multiple sclerosis including the society's annual MS awareness campaign, public service announcements, momentum, the society's quarterly magazine distributed to people with MS, healthcare providers, supporters of the society and more. In addition to a nation-wide e-newsletter, chapters also distribute a local newsletter, MS connection, to their constituents that includes local announcements and information on upcoming programs and services, and more. In total, more than 1.8 million people receive society publications, newsletters and momentum each year. 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 clinical care network, md on call program, and educational materials for physical and occupational therapists, mental health professional, nurses and others. A free quarterly newsletter is emailed to more than 12,000 professionals, and the society's diagnostic and symptom management smartphone app has been downloaded more than 62,300 times. Classes of Members or Stockholders Form 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 Rights Form 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 members Form 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 response. Organization's Process to Review Form 990 Form 990, Part VI, SECTION B, Line 11b The Form 990 and accompanying schedules are reviewed by management and an external independent accounting firm. They are 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 are 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 Policy Form 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 and 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 Process for Top Official Form 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. Compensation Process for Officers Form 990, Part VI, Section B, Line 15b The Compensation Committee is comprised of at least three (3) independent board members that determine compensation of the President and CEO, officers and 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 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 Explanation Form 990, Part VI, SECTION C, Line 19 The National Multiple Sclerosis IRS Form 990, IRS Form 990-T and audited financial statements are available at www.nmss.org, and on the charity navigator website. The Society's governing documents, record retention and conflict of interest policy is available upon request. FoRm 990, Part VII Additional Information Effective October 1, 2016 the Society consolidated the 36 chapters and the national headquarters into a single entity under one federal employer's identification number. This transition will better align the Society's resources so that the organization can maximize its impact to drive Research for a cure and to address the challenges of everyone affected by MS. As part of the Society's implementation plan for this consolidation, numerous activities and changes were completed during the fiscal year ending September 30, 2016. Many of these changes resulted in the transfer of costs, from what had been the Society's long standing practice to be expensed by the chapters, to the national headquarters. The largest of these transfers in cost are salaries and employee benefits. Specifically in fiscal 2016 the departments that support the Society's organizational infrastructure including Finance and Benefits Administration increased at the national headquarters to manage the consolidation. In addition, prior to October 1, 2016 employee pension expense was accounted for at the chapter level and the national headquarters. As of October 1, 2016 all pension expense is accounted for at the national headquarters. Other Changes in Net Assets Explanation Form 990, Part XI, Line 9 RECOVERIES OF PRIOR YEAR GRANTS $ 2,472,523 GRANT REFUNDS $ 193,433 -------------- Total $ 2,665,956 FAST FORWARD LLC 733 THIRD AVENUE NEW YORK NY 100173822 261933619 RESEARCH DE 1198199 1695084 NMSS