2015-06-15T09:43:23-05:00 2014-09-30 NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 3RD AVENUE NEW YORK NY 10017 990 2013-10-01 135661935 NATIONAL MULTIPLE SCLEROSIS SOCIETY NATI 2129863240 733 THIRD AVENUE NEW YORK NY 100174057 PAUL WEISS CHIEF OPERATING OFFICER 2129863240 2015-06-08 2015-06-15 2013 2016-03-07 17:11:31Z MS CYNTHIA ZAGIEBOYLO 733 THIRD AVENUE 3RD FL NEW YORK NY 100173288 190532243 false 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 35 34 266 500 1787944 -9963 99199342 108092743 849766 637827 4052046 5430878 1644792 1810988 105745946 115972436 45158102 47679660 0 25574604 26362556 4022564 3935588 10465876 29536131 30850659 104291401 108828463 1454545 7143973 87051124 104343829 59776103 71929154 27275021 32414675 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 49784156 45137197 RESEARCH - TO MOVE US CLOSER TO A WORLD FREE OF MS, IN 2014, THE NATIONAL MULTIPLE SCLEROSIS SOCIETY'S INVESTED AN ESTIMATED 50.6 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. 21846528 637827 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 CENTRALIZED FUNCTIONS CARRIED OUT BY EACH OF THE SOCIETY'S DEPARTMENTS. 9947594 1196555 CLIENT PROGRAMS - PEOPLE LIVING WITH MS, FAMILY MEMBERS, CAREGIVERS AND OTHER MEMBERS OF THEIR SUPPORT SYSTEMS CONNECT TO EACH OTHER AND TO AN EXTENSIVE VARIETY OF PROGRAMS, SERVICES AND RESOURCES. MANY COMMUNITY BASED PROGRAMS FACILITATE EDUCATION, RECREATION, PHYSICAL AND EMOTIONAL WELLNESS, CONNECTION WITH OTHERS WITH MS, AND FAMILY COMMUNICATION. OTHER PROGRAMS, SUCH AS THE FINANCIAL ASSISTANCE PROGRAM, SUPPORT INDEPENDENCE, SAFETY, HEALTH AND QUALITY OF LIFE FOR PEOPLE LIVING WITH MS AND THEIR FAMILIES BY OFFERING GUIDANCE AND RESOURCES TO HELP CONTAIN THE FINANCIAL AND OTHER IMPACTS OF MS. 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. 7269577 1345908 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 1.6 MILLION PEOPLE RECEIVE SOCIETY PUBLICATIONS, NEWSLETTERS AND MOMENTUM EACH YEAR. SOCIETY ACTIVITIES - COSTS ASSOCIATED WITH FUNDING CONSTITUENT AND COMMUNITY SERVICE, PUBLIC EDUCATION, AND PROFESSIONAL EDUCATION CONDUCTED NATIONWIDE (BEYOND THE CHAPTER'S TERRITORY) FOR THE BENEFIT OF INDIVIDUALS LIVING WITH MS. THIS PAST YEAR, MORE THAN 200,000 PEOPLE LIVING WITH MS RECEIVED INFORMATION, EMOTIONAL SUPPORT, AND CONNECTIONS TO RESOURCES AND PROGRAMS THROUGH THE SOCIETY'S MS NAVIGATOR PROGRAM. IN ADDITION, MORE THAN 100,000 PEOPLE ATTENDED GROUPS AND PROGRAMS, AND OVER 1.1 MILLION PEOPLE ENGAGED IN CONVERSATIONS AND ACCESSED INFORMATION AND SUPPORT THROUGH THE SOCIETY'S SOCIAL MEDIA CHANNELS. PROFESSIONAL EDUCATION AND TRAINING - ACTIVITIES OR PROGRAMS DESIGNED TO IMPROVE THE KNOWLEDGE, SKILLS AND CRITICAL JUDGMENT OF PHYSICIANS AND OTHER HEALTHCARE PROFESSIONALS ENGAGED (DIRECTLY OR INDIRECTLY) IN PROVIDING PATIENT CARE BY KEEPING THEM ABREAST OF NEW DIAGNOSTIC TECHNIQUES, THERAPIES, ETC. THE SOCIETY PROVIDES INFORMATION AND EDUCATION TO THOUSANDS OF HEALTH CARE PROFESSIONALS THROUGH THE SOCIETY'S CLINICAL CARE NETWORK AND WEBSITE, THE SOCIETY'S MD ON CALL PROGRAM, AND EDUCATIONAL MATERIALS FOR PHYSICAL AND OCCUPATIONAL THERAPISTS, MENTAL HEALTH PROFESSIONAL, NURSES AND CNAS AND OTHERS. A FREE ELECTRONIC NEWSLETTER IS DISTRIBUTED QUARTERLY TO MORE THAN 10,000 HEALTH CARE PROFESSIONALS, AND THE SOCIETY'S DIAGNOSTIC AND SYMPTOM MANAGEMENT SMARTPHONE APP HAS BEEN DOWNLOADED MORE THAN 45,000 TIMES. 7269577 1345908 88847855 true false false true false false false false true true true false false false true true false 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 121 0 true 266 true true true false false false false false false false false false X 35 34 false false false false true true true true true false true true true true true true true true true true false AK AL AR CA CO CT DC FL GA HI IL KS KY LA MA MD MI MN MO NC NH NJ NM NV NY OK OR PA RI SC UT VA WI WV X X PAUL WEISS COO NATIONAL MULTIPLE SCLEROSIS SOCIETY 2124760424 733 THIRD AVENUE NEW YORK NY 100173288 CYNTHIA ZAGIEBOYLO PRESIDENT & 40.00 X X 430826 0 8774 MINDY B ALPERT DIRECTOR 5.00 X 0 0 0 TIMOTHY L BARNES ESQ DIRECTOR 5.00 X 0 0 0 MICHAEL A BOGDONOFF ESQ DIRECTOR 5.00 X 0 0 0 DOUG COY DIRECTOR 5.00 X 0 0 0 DANA M FOOTE DIRECTOR 5.00 X 0 0 0 LILY JUNG HENSON MD MMM FAAN DIRECTOR 5.00 X 0 0 0 MARY HUGHES MD DIRECTOR 5.00 X 0 0 0 JULIE KAUFER DIRECTOR 5.00 X 0 0 0 RICHARD KNUTSON DIRECTOR 5.00 X 0 0 0 FRED D LUBLIN MD DIRECTOR 5.00 X 0 0 0 CRAIG T LYNCH DIRECTOR 5.00 X 0 0 0 DANIEL MESSINA DIRECTOR 5.00 X 0 0 0 AARON E MILLER MD DIRECTOR 5.00 X 0 0 0 KIMBERLY PHILLIPS DIRECTOR 5.00 X 0 0 0 DAN RATTNER DIRECTOR 5.00 X 0 0 0 BRAD W ROBBINSTHRU 110813 DIRECTOR 5.00 X 0 0 0 DAVID M ROTTKAMP DIRECTOR 5.00 X 0 0 0 CHRIS SEROCKE DIRECTOR 5.00 X 0 0 0 JOHN A SIMONETTI DIRECTOR 5.00 X 0 0 0 RICHARD B SLIKFA DIRECTOR 5.00 X 0 0 0 ROBERT L SOWINKSKI DIRECTOR 5.00 X 0 0 0 PETER G TARRICONE DIRECTOR 5.00 X 0 0 0 MALCOLM P WATTMAN ESQ DIRECTOR 5.00 X 0 0 0 JEFFREY WESSEL DIRECTOR 5.00 X 0 0 0 ELI RUBENSTEIN CHAIRMAN OF 5.00 X X 0 0 0 PETER A GALLIGAN VICE CHAIR O 5.00 X X 0 0 0 JULIUS WHOBSONJRVC THRU 11514 DIRECTOR 5.00 X X 0 0 0 WILLIAM T MONAHAN VC THRU 11514 DIRECTOR 5.00 X X 0 0 0 LINDA MCALEER SECRETARY 5.00 X X 0 0 0 JIM E CANTALUPO TREASURER 5.00 X X 0 0 0 VALLI BALDASSANO DIRECTOR 5.00 X 0 0 0 PETER PORRINO DIRECTOR 5.00 X 0 0 0 JEANNIE UNRUH DIRECTOR 5.00 X 0 0 0 LAURA VACCARO DIRECTOR 5.00 X 0 0 0 CAROLINE WHITACRE DIRECTOR 5.00 X 0 0 0 JEFF GENTRY THRU 020314 CFO 40.00 X 206156 0 37374 JAMES NANGLE FROM 051914 CFO X 0 0 0 PAUL WEISS COO 40.00 X 285597 0 47546 ERIC HILTY CHIEF LEGAL 40.00 X 188171 0 42400 GRAHAM MCREYNOLDS EVP, MARKETI 40.00 X 277472 0 16409 JOHN SCOTT EVP, FIELD O 40.00 X 268501 0 20834 TIM COETZEE EVP, RESEARC 40.00 X 267293 0 42528 MARK NEAGLI REGIONAL EVP 40.00 X 248916 0 33646 MAUREEN REEDER REGIONAL EVP 40.00 X 246820 0 1999 MICHAEL ELKOWTHRU 110613 REGIONAL EVP 40.00 X 240912 0 35502 2660664 287012 51 true true false MERKLE INC PO BOX 64897 BALTIMORE MD 21264 DIRECT MKTG 9671013 EPSILON 11 WEST 19TH STREET NEW YORK NY 10016 PROFESSIONAL 3173218 BLACKBAUD PO BOX 930256 ATLANTA GA 31193 WEB USAGE/ADMIN 1615283 CHARITY DYNAMICS 3721 EXECUTIVE CENTER DRIVE AUSTIN TX 78731 MOBILE APP SERV 370170 GENERAL LEARNING COMMUNICATIONS 900 SKOKIE BLVD NORTHBROOK IL 60062 PUBLICATION 264123 24 108092743 108092743 RENTAL INCOME FROM CHAPTERS 900099 637827 637827 637827 698913 698913 79291772 74559807 4731965 4731965 4731965 ADVERTISING INCOME 541800 1787944 1787944 MISCELLANEOUS REVENUE 900099 23044 23044 1810988 115972436 637827 1787944 5453922 40982313 40982313 1196555 1196555 5500792 5500792 1132073 939864 150728 41481 19937676 16552600 2654523 730553 513917 436066 60554 17297 3191589 2708110 376056 107423 1587301 1346848 187027 53426 11942 7899 2285 1758 250572 165721 47960 36891 22126 14632 4236 3258 3935588 3935588 186092 123075 35620 27397 2126487 1406395 407015 313077 8872101 2550256 2753906 3567939 7575998 5010539 1450067 1115392 2962255 2655658 237437 69160 2181818 1819478 279280 83060 1664499 1401623 166085 96791 1580607 1378968 157138 44501 1478618 1192375 243317 42926 DUES AND SUBSCRIPTIONS 1035493 804686 164058 66749 SUNDRY 598313 390454 111023 96836 TELEPHONE 212567 188712 17403 6452 AWARDS 91171 74236 9014 7921 108828463 88847855 9514732 10465876 X 10077000 1107000 2889000 6081000 29518550 35858523 7337306 21451415 711721 410251 8339557 4189460 240917 200877 4323565 2980835 10137801 5193282 4454106 4944519 31173991 33244937 377690 426625 573721 636387 87051124 104343829 8444803 7862188 39460258 43695526 955887 686757 1378128 10915155 18306555 59776103 71929154 X 22080213 27195062 3052823 3327628 2141985 1891985 27275021 32414675 87051124 104343829 7143973 -1697208 -307111 X false true X true false X 99033988 94112574 97248883 99409632 108092743 497897820 99033988 94112574 97248883 99409632 108092743 497897820 497897820 799703 28827 193668 611305 698913 2332416 1065424 1040132 1418601 1412472 1787944 6724573 663126 1725566 669259 203070 23044 3284065 510238874 3884922 0.97580 0.97840 X PART II, LINE 10 MISCELLANEOUS REVENUE (2009) 663,126 MISCELLANEOUS REVENUE (2010) 1,725,566 MISCELLANEOUS REVENUE (2011) 624,763 NET SALES OF INVENTORIES (2011) 42,406 OTHER INCOME (2011) 2,090 GROSS SALES OF INVENTORIES (2012) 194,885 MISCELLANEOUS REVENUE (2012) 8,185 MISCELLANEOUS REVENUE (2013) 23,044 true true false true 318125 true 13953 false true 302312 true 295800 false 930190 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 1685483 1170982 272087 2584378 3064173 384479 82835 1846004 1685483 2797983 366190 100000 3064173 2559985 250000 -12002 2797983 2449604 250381 140000 2559985 0.73200 0.26800 false false 3189530 1669971 1519559 5491372 2640661 2850711 1456899 882650 574249 4944519 AMOUNTS HELD IN CUSTODY FOR CHAPTERS 12874727 DUE TO ANNUITANTS 2057511 DEFERRED RENT 2049152 DUE TO CHAPTERS 1325165 18306555 X 123621711 -1697208 9532575 7835367 115786344 186092 186092 115972436 118174946 9532575 9532575 108642371 186092 186092 108828463 SCHEDULE D, PAGE 2, PART IV, LINE 2B DURING FISCAL 2014,THE SOCIETY BECAME 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 FORMALIZED ITS PURPOSE, STRUCTURE AND MEMBERSHIP IN FISCAL 2014 AND ALSO AGREED TO ITS 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 1,250,000 OVER THREE YEARS WHICH IS CONDITIONAL ON VARIOUS FACTORS, WITH 570,419 PAID TO THE PROGRESS MS ALLIANCE IN YEAR ONE AS WELL AS PROFESSIONAL AND SCIENTIFIC STAFF TO SUPPORT THE ALLIANCE. IN ADDITION, THE SOCIETY CONTROLS 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. DURING FISCAL 2014, THE SOCIETY RECEIVED A TOTAL OF 1,468,997 FROM ALLIANCE MEMBERS WHICH WILL BE HELD UNTIL SUCH TIME THE FUNDS ARE APPROVED FOR EXPENDITURE. AS OF SEPTEMBER 30, 2014, THE SOCIETY RECORDED UNSPENT DONATED FUNDS, CONSISTING OF BOTH SOCIETY AND OTHER ALLIANCE MEMBERS' MONIES, OF APPROXIMATELY 1,378,000. SCHEDULE D, PAGE 2, PART V, LINE 4 THE ENDOWMENT FUND REPRESENTS THOSE FUNDS THAT ARE DESIGNATED FOR THE LONG-TERM BENEFIT OF THE SOCIETY AND ARE NOT TO BE USED FOR OPERATING OR CAPITAL PURPOSES. HOWEVER, ENDOWMENT FUND EARNINGS MAY BE USED FOR OPERATING OR CAPITAL PURPOSES. SCHEDULE D, PAGE 3, 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 2011, 2012, 2013 AND 2014 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. true EUROPE 18 GRANTMAKING N/A 2675506 EAST ASIA/PACIFIC 6 GRANTMAKING N/A 1121495 NORTH AMERICA 9 GRANTMAKING N/A 1703791 EAST ASIA/PACIFIC INVESTMENT N/A 35000 33 33 5535792 5535792 FAST FORWARD-FOREIGN 430578 CHECK RESEARCH GRANT 37340 CHECK RESEARCH GRANT 187975 CHECK RESEARCH GRANT 42900 CHECK RESEARCH GRANT 208701 CHECK RESEARCH GRANT 214000 CHECK FAST FORWARD-FOREIGN 43059 CHECK FAST FORWARD-FOREIGN 275911 CHECK FAST FORWARD-FOREIGN 125000 CHECK FAST FORWARD-FOREIGN 462929 CHECK FAST FORWARD-FOREIGN 11634 CHECK FAST FORWARD-FOREIGN 79652 CHECK RESEARCH GRANT 211834 CHECK RESEARCH GRANT 199851 CHECK RESEARCH GRANT 40000 CHECK RESEARCH GRANT 200000 CHECK RESEARCH GRANT 58250 CHECK RESEARCH GRANT 175000 CHECK RESEARCH GRANT 51529 CHECK RESEARCH GRANT 138920 CHECK RESEARCH GRANT 79162 CHECK RESEARCH GRANT 38440 CHECK RESEARCH GRANT 181114 CHECK RESEARCH GRANT 303222 CHECK RESEARCH GRANT 194779 CHECK RESEARCH GRANT 30395 CHECK RESEARCH GRANT 192196 CHECK RESEARCH GRANT 177095 CHECK RESEARCH GRANT 40000 CHECK RESEARCH GRANT 863222 CHECK RESEARCH GRANT 14206 CHECK RESEARCH GRANT 41898 CHECK RESEARCH GRANT 150000 CHECK 28 5 false false true false false false SCHEDULE F, PAGE 1, PART I, LINE 2 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. SCHEDULE F, PAGE 1, PART I, LINE 3 EUROPE 2,675,506 0 EAST ASIA/PACIFIC 1,121,495 0 NORTH AMERICA 1,703,791 0 EAST ASIA/PACIFIC 0 35,000 X X X X X X true MERKLE INC PO BOX 64897 BALTIMORE MD 21264 DONOR DATA false 2082341 -2082341 EVENT 360 205 N MICHIGAN AVE CHICAGO IL 60601 EVENT MAN. false 1418104 -1418104 DONOR CARE 4535 STRAUSSER ST NORTH CATON OH 44720 TELEMARKET false 222316 -222316 INFOCISION 325 SPRINGSIDE DRIVE AKRON OH 44333 TELEMARKET false 145559 -145559 DONOR VOICE 11710 PLAZA AMERICA DRIVE RESTON VA 20190 TELEMARKET false 67268 -67268 3935588 SCHEDULE G, PART IV PART I- LINE 2B THE SOCIETY USED MERKLE, INFOCISION AND EVENT 360 FOR THE MAJORITY OF ITS DIRECT MAIL CAMPAIGNS IN FY2014. THESE CAMPAIGNS RAISED 15,480,619 IN REVENUE FOR FY2014. true ABT ASSOCIATES 55 WHEELER ST CAMBRIDGE MA 02138 042347643 25000 N/A RESEARCH GRANT ACADIA 3911 SORRENTO VALLEY BLVD SAN DIEGO CA 92121 613766510 35589 N/A FAST FORWARD-DOMESTI ACCERLATED CURE PROJECT 460 TOTTEN POND ROAD WALTHEM MA 02451 043555864 501C3 75000 N/A RESEARCH GRANT ALBANY MEDICAL COLLEGE 47 NEW SCOTLAND AVE CIMD MC 151 ALBANY NY 12208 141338310 501C3 313744 N/A RESEARCH GRANT ALBERT EINSTEIN COLLEGE OF MEDICINE 1300 MORRIS PARK AVENUE NEW YORK NY 10461 204933752 501C3 65000 N/A CLINICAL GRANT ATHERSYS INC 3201 CARNEGIE AVENUE CLEVELAND OH 44115 204864095 163420 N/A FAST FORWARD-DOMESTI AUBURN UNIVERSITY 208 M WHITE SMITH HALL CONTRACT AUBURN AL 36849 636000724 501C3 44000 N/A RESEARCH GRANT BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA HOUSTON TX 77030 741613878 501C3 499550 N/A RESEARCH GRANT BENAROYA RESEARCH INSTITUTE 1201 9TH AV SEATTLE WA 98101 910653422 501C3 245691 N/A RESEARCH GRANT BLOODCENTER OF WISCONSIN 8278 WATERTOWN PLANK RD MILWAUKEE WI 53201 390807235 501C3 113852 N/A RESEARCH GRANT BOSTON COLLEGE 31 LAWRENCE AVE CHESNUT HILL MA 02467 042103545 501C3 44000 N/A RESEARCH GRANT BRIGHAM AND WOMEN'S HOSPITAL 45 FRANCIS ST BOSTON MA 02115 042312909 501C3 1989528 N/A RESEARCH GRANT BRIGHAM AND WOMEN'S HOSPITAL 45 FRANCIS ST BOSTON MA 02115 042312909 501C3 146093 N/A CLINICAL GRANT BROWN UNIVERSITY 164 ANGELL STREET PROVIDENCE RI 02912 500390989 501C3 39600 N/A RESEARCH GRANT CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVENUE CLEVELAND OH 44106 341018992 501C3 323002 N/A RESEARCH GRANT CHILDREN'S HOSPITAL OF CINCINNATI 3333 BURNETT AVE MLC 5000 CINCINNATI OH 45229 310833936 501C3 162850 N/A RESEARCH GRANT CHILDREN'S HOSPITAL OF PHILADELPHIA 34TH STREET CIVIC CENTER BLVD PHILADELPHIA PA 19104 231352166 501C3 135000 N/A RESEARCH GRANT CHILDREN'S HOSPITAL OF PHILADELPHIA 34TH STREET CIVIC CENTER BLVD PHILADELPHIA PA 19104 231352166 501C3 146094 N/A CLINICAL GRANT CHILDREN'S NATIONAL MEDICAL CENTER 111 MICHIGAN AVENUE WASHINGTON DC 20010 521640403 501C3 217748 N/A RESEARCH GRANT CHILDREN'S RESEARCH INSTITUTE 111 MICHICGAN AVE NW RM5340 WASHINGTON DC 20010 521654453 501C3 223881 N/A RESEARCH GRANT CLEVELAND CLINIC FOUNDATION PO 931531 OFFICE OF GRANTS CONTRA CLEVELAND OH 44193 912153073 501C3 1199689 N/A RESEARCH GRANT CLEVELAND CLINIC FOUNDATION PO 931531 OFFICE OF GRANTS CONTRA CLEVELAND OH 44193 912153073 501C3 211094 N/A CLINICAL GRANT COLUMBIA UNIVERSITY 615 W 131 STREET NEW YORK NY 10027 135998093 501C3 204864 N/A RESEARCH GRANT CORNELL UNIVERSITY MEDICAL COLLEGE 1300 YORK AVENUE NEW YORK NY 10021 131623978 501C3 144125 N/A RESEARCH GRANT CRITICAL PATH INSTITUTE 1730 E RIVER RD TUCSON AZ 85718 201991334 501C3 816680 N/A RESEARCH GRANT DIOGENIX INC 50 WEST WATKINS MILL ROAD GAITHERSBURG MD 20878 261414582 229000 N/A FAST FORWARD-DOMESTI DREXEL UNIVERSITY 3141 CHESTNUT ST PHILADELPHIA PA 19104 231352630 501C3 166628 N/A RESEARCH GRANT DUKE UNIVERSITY 200 TRENT DR DURHAM NC 27710 560532129 501C3 364927 N/A RESEARCH GRANT EMORY UNIVERSITY 201 DOWMAN DRIVE ATLANTA GA 30322 580566256 501C3 100410 N/A RESEARCH GRANT EMORY UNIVERSITY 1599 CLIFTON ROAD NE 4TH FL ATLANTA GA 30322 580566256 501C3 185636 N/A FAST FORWARD-DOMESTI ENDECE LLC 1001 WEST GLEN OAKS LANE 105B MEQUON WI 53092 141968413 199055 N/A FAST FORWARD-DOMESTI EZOSE 25 RIVERSIDE DRIVE PINE BROOK NJ 07058 264390281 170000 N/A FAST FORWARD-DOMESTI FIVEPRIME 2 CORPORATE DRIVE S SAN FRANCISCO CA 94080 260038620 56437 N/A FAST FORWARD-DOMESTI GENERAL HOSPITAL CORPORATION 50 STANIFORD ST STE1001 BOSTON MA 02114 042697983 501C3 237323 N/A RESEARCH GRANT GEORGETOWN UNIVERSITY 3800 RESERVOIR RD NW WASHINGTON DC 20007 530196603 501C3 228741 N/A RESEARCH GRANT GEORGIA HEALTH SCIENCES UNIVERSITY 1120 15TH S AUGUSTA GA 30912 586002053 501C3 78395 N/A RESEARCH GRANT GLIALOGIX INC 150 TIOGA LANE GREENBRAE CA 94904 262171757 39891 N/A FAST FORWARD-DOMESTI HARVARD MEDICAL SCHOOL 1350 MASSACHUSETTS AVENUE CAMBRIDGE MA 02138 421035800 501C3 101520 N/A RESEARCH GRANT HARVARD SCHOOL OF PUBLIC HEALTH 677 HUNTINGTON AVENUE BOSTON MA 02115 421035800 501C3 318628 N/A RESEARCH GRANT HARVARD UNIVERSITY 1350 MASSACHUSETTS AVE CAMBRIDGE MA 02138 421035800 501C3 149391 N/A RESEARCH GRANT HENRY FORD HEALTH SCIENCES CENTER 2799 WEST GRAND BOULEVARD DETRIOT MI 48202 381357020 501C3 141786 N/A RESEARCH GRANT HENRY M JACKSON FOUNDATION 1401 ROCKVILLE PIKE ROCKVILLE MD 20852 521317896 501C3 236452 N/A RESEARCH GRANT ICAHN SCHOOL OF MEDICINE AT MOUNT S 1 GUSTAVE L LEVY PLACE NEW YORK NY 10029 136171197 501C3 78372 N/A RESEARCH GRANT JOHNS HOPKINS UNIVERSITY 1101 EAST 33RD STREET SUITE D200 BALTIMORE MD 21218 520595110 501C3 1178286 N/A RESEARCH GRANT KAISER FOUNDATION HOSPITALS 1800 HARRISON STREET 16TH FLOOR OAKLAND CA 94612 941105628 501C3 174952 N/A RESEARCH GRANT KENT STATE UNIVERSITY 232 SCHWARTZ CENTER KENT OH 44242 316402079 501C3 239113 N/A RESEARCH GRANT KESSLER FOUNDATION RESEARCH CENTER 300 EXECUTIVE DRIVE SUITE 150 WEST ORANGE NJ 07052 760637670 501C3 897052 N/A RESEARCH GRANT KRYPOPHARM 2 MERCER ROAD NATICK MA 01760 263931704 250000 N/A FAST FORWARD-DOMESTI LINEAGEN INC 423 WAKARA WAY SUITE 200 SALT LAKE CITY UT 84108 204508128 220432 N/A FAST FORWARD-DOMESTI MASSACHUSETTS INSTITUTE OF TECHNOLO 7 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 042103594 501C3 187591 N/A RESEARCH GRANT MAYO CLINIC COLLEGE OF MEDICINE 200 FIRST STREET SW ROCHESTER MN 55905 411937751 501C3 170829 N/A RESEARCH GRANT MEDICAL COLLEGE OF WISCONSIN 8701 WATERTOWN PLANK ROAD MILWAUKEE WI 53226 390807235 501C3 217800 N/A RESEARCH GRANT MOUNT SINAI SCHOOL OF MEDICINE 185 S ORANGE AVENUE MSB F607D NEWARK NJ 07103 136171197 501C3 478131 N/A RESEARCH GRANT MOUNT SINAI SCHOOL OF MEDICINE 185 S ORANGE AVENUE MSB F607D NEWARK NJ 07103 136171197 501C3 144345 N/A CLINICAL GRANT NEW YORK UNIVERSITY 70 WASHINGTON SQ SO NEW YORK NY 10012 135562308 501C3 422184 N/A RESEARCH GRANT NEW YORK UNIVERSITY MEDICAL CENTER 1 PARK AVENUE NEW YORK NY 10016 135562308 501C3 702777 N/A RESEARCH GRANT NORTHWESTERN UNIVERSITY 633 CLARK STREET CROWN ROOM G-547 EVANSTON IL 60208 362167817 501C3 631189 N/A RESEARCH GRANT OHIO STATE UNIVERSITY 1960 KENNY ROAD 4TH FLOOR COLUMBUS OH 43210 316025986 501C3 282909 N/A RESEARCH GRANT OHIO STATE UNIVERSITY 1960 KENNY ROAD 4TH FLOOR COLUMBUS OH 43210 316025986 501C3 65000 N/A CLINICAL GRANT OREGON HEALTH & SCIENCE UNIVERSITY 2525 SW FIRST AVENUE SUITE 220 PORTLAND OR 97201 931176109 501C3 678860 N/A RESEARCH GRANT PROGRESSIVE MS ALLIANCE 733 THIRD AVENUE NEW YORK NY 10017 135661935 501C3 570419 RESEARCH GRANT PURDUE UNIVERSITY 401 S GRANT STREET WEST LAFAYETTE IN 47907 356002041 501C3 116022 N/A RESEARCH GRANT RUTGERS UNIVERSITY 65 DAVIDSON ROAD ROOM 306 PISCATAWAY NJ 08854 462354111 501C3 127546 N/A RESEARCH GRANT SAINT FRANCIS CARE MANDELL MS CENTE 490 BLUE HILL AVENUE HARTFORD CT 06112 050440574 501C3 166426 N/A RESEARCH GRANT SEATTLE CHILDREN'S RESEARCH INSTITU PO BOX 50020 M/S 2000 SEATTLE WA 98145 911156519 501C3 205148 N/A RESEARCH GRANT SOUTHERN METHODIST UNIVERSITY PO BOX 750294 DALLAS TX 75275 750800689 501C3 94522 N/A RESEARCH GRANT ST JUDE CHILDREN'S RESEARCH HOSPIT 332 NORTH LAUDERDALE MEMPHIS TN 38105 620646012 501C3 220000 N/A RESEARCH GRANT ST LOUIS UNIVERSITY 3545 LINDELL BLVD ST LOUIS MO 63103 430654872 501C3 300994 N/A RESEARCH GRANT STANFORD UNIVERSITY 326 GALVEZ ST STANFORD CA 94305 941156365 501C3 1213737 N/A RESEARCH GRANT STATE UNIVERSITY OF NEW YORK AT STO W5510 MELVILLE LIBRARY STONY BROOK NY 11794 116077945 501C3 307895 N/A RESEARCH GRANT THE BURNHAM INSTITUTE 10901 N TORREY PINES RD LA JOLLA CA 92037 510197108 501C3 188570 N/A RESEARCH GRANT THE J DAVID GLADSTONE INSTITUTES GRANTS AND CONTRACTS OFFICER SAN FRANCISCO CA 94158 237203666 501C3 283711 N/A RESEARCH GRANT THE RESEARCH FOUNDATION OF SUNY 80 MAIDEN LN ALBANY NY 12201 141368361 501C3 436541 N/A RESEARCH GRANT THE SALK INSTITUTE FOR BIOLOGICAL S 10010 N TORREY PINES RD SAN DIEGO CA 92037 952160097 501C3 162119 N/A RESEARCH GRANT THE UNIVERSITY OF IOWA JESSUP HALL IOWA CITY IA 52242 420796760 501C3 25781 N/A RESEARCH GRANT THE UNIVERSITY OF TEXAS AT EL PASO 500 W UNIVERSITY AVENUE EL PASO TX 79968 746000813 501C3 43297 N/A RESEARCH GRANT THE UNIVERSITY OF TEXAS SOUTHWESTER 5323 HARRY HINES BLVD DALLAS TX 75235 756002868 501C3 214718 N/A RESEARCH GRANT THOMAS JEFFERSON UNIVERSITY 1020 WALNUT STREET 525 SCOTT BLDG PHILADELPHIA PA 19107 231352651 501C3 302137 N/A RESEARCH GRANT TRUSTEES OF DARTMOUTH COLLEGE 11 ROPE FERRY ROAD 6120 HANOVER NH 03775 020222111 501C3 380999 N/A RESEARCH GRANT UNIFORMED SERVICES OF HEALTH SCIENC 4301 JONES BRIDGE ROAD RMB2050 BETHESDA MD 20814 530207336 501C3 37732 N/A RESEARCH GRANT UNIV OF TEXAS HEALTH SCIENCE CENTER 6431 FANNIN STREET SUITE 7044 HOUSTON TX 77030 741761309 501C3 125503 N/A RESEARCH GRANT UNIV OF TEXAS HEALTH SCIENCE CENTER 1 UTSA CIRCLE FINANCIAL SERV SAN ANTONIO TX 78249 741717115 501C3 292283 N/A RESEARCH GRANT UNIVERSITY AT BUFFALO STATE UNIVER 35 STATE STREET ALBANY NY 12207 141368361 501C3 489585 N/A RESEARCH GRANT UNIVERSITY OF ALABAMA AT BIRMINGHAM 701 20TH STREET SOUTH AB 1170 BIRMINGHAM AL 35294 636005396 501C3 383475 N/A RESEARCH GRANT UNIVERSITY OF CALIFORNIA IRVINE 111 ACADEMY WAY SUITE 210 IRVINE CA 92697 952540117 501C3 451825 N/A RESEARCH GRANT UNIVERSITY OF CALIFORNIA SAN DIEGO- 9500 GILMAN DR LA JOLLA CA 92093 952544535 501C3 330000 N/A RESEARCH GRANT UNIVERSITY OF CALIFORNIA DAVIS 1441 RESEARCH PARK DRIVE DAVIS CA 95616 946036494 501C3 264000 N/A RESEARCH GRANT UNIVERSITY OF CALIFORNIA LOS ANGEL 405 HILGARD AVE LOS ANGELES CA 90095 956006143 501C3 439642 N/A RESEARCH GRANT UNIVERSITY OF CALIFORNIA LOS ANGEL 405 HILGARD AVE LOS ANGELES CA 90095 956006143 501C3 219137 N/A RESEARCH GRANT UNIVERSITY OF CALIFORNIA SAN FRANC 1855 FOLSOM STREET SAN FRANCISCO CA 94143 946036493 501C3 1394230 N/A RESEARCH GRANT UNIVERSITY OF CALIFORNIA SAN FRANC 1855 FOLSOM STREET SAN FRANCISCO CA 94143 946036493 501C3 595289 N/A RESEARCH GRANT UNIVERSITY OF CALIFORNIA SAN FRANC 1855 FOLSOM STREET SAN FRANCISCO CA 94143 946036493 501C3 211094 N/A CLINICAL GRANT UNIVERSITY OF CALIFORNIA- SAN DIEGO 9500 GILLMAN DRIVE LA JOLLA CA 92093 952544535 501C3 119672 N/A FAST FORWARD-DOMESTI UNIVERSITY OF CHICAGO 970 EAST 58TH STREET CHICAGO IL 60637 362177139 501C3 515895 N/A RESEARCH GRANT UNIVERSITY OF CHICAGO 970 EAST 58TH STREET CHICAGO IL 60637 362177139 501C3 65000 N/A CLINICAL GRANT UNIVERSITY OF CHICAGO-M 970 EAST 58TH STREET CHICAGO IL 60637 362177139 501C3 146094 N/A CLINICAL GRANT UNIVERSITY OF COLORADO AT BOULDER 13001 E 17TH PL BOULDER CO 80309 846000555 501C3 237408 N/A RESEARCH GRANT UNIVERSITY OF COLORADO DENVER 13001 E 17TH PL AURORA CO 80045 846000555 501C3 225597 N/A RESEARCH GRANT UNIVERSITY OF COLORADO DENVER - ANS ANSHUTZ MEDICAL CAMPUS BLGD 500 AURORA CO 80045 846000555 501C3 150652 N/A RESEARCH GRANT UNIVERSITY OF COLORADO HEALTH SCIEN ANSHUTZ MEDICAL CAMPUS BLGD 500 AURORA CO 80045 846000555 501C3 511157 N/A RESEARCH GRANT UNIVERSITY OF COLORADO SCHOOL OF ME ANSHUTZ MEDICAL CAMPUS BLGD 500 AURORA CO 80045 846000555 501C3 148002 N/A RESEARCH GRANT UNIVERSITY OF CONNECTICUT HEALTH CE 263 FARMINGTON AVENUE FARMINGTON CT 06030 237187838 501C3 399239 N/A RESEARCH GRANT UNIVERSITY OF FLORIDA 123 GRINTER HALL POB 113001 GAINSVILLE FL 32611 599002052 501C3 44000 N/A RESEARCH GRANT UNIVERSITY OF GEORGIA 279 WILLIAMST CONTRACT GRANTS ATHENS GA 30602 581353149 501C3 44000 N/A RESEARCH GRANT UNIVERSITY OF ILLINOIS 901 WEST ILLINOIS STREET URBANA IL 61801 376000511 501C3 58434 N/A RESEARCH GRANT UNIVERSITY OF ILLINOIS AT CHICAGO PO BOX 20787 SPRINGFIELD IL 62708 362177139 501C3 231804 N/A RESEARCH GRANT UNIVERSITY OF ILLINOIS AT CHICAGO-M 700 S HALSTED ST CHICAGO IL 60607 362177139 501C3 81655 N/A RESEARCH GRANT UNIVERSITY OF ILLINOIS AT URBANA-CH 901 WEST ILLINOIS STREET URBANA IL 61801 376000511 501C3 879423 N/A RESEARCH GRANT UNIVERSITY OF KANSAS MEDICAL CENTER 3901 RAINBOW BLVD MS 1039 KANSAS CITY KS 66160 481108830 501C3 539949 N/A RESEARCH GRANT UNIVERSITY OF KENTUCKY 109 KINKEAD HALL LEXINGTON KY 40506 616033693 501C3 179290 N/A RESEARCH GRANT UNIVERSITY OF MASSACHUESETTS AMHERS 405 GOODELL BLDG AMHERST MA 01003 542084125 501C3 154000 N/A RESEARCH GRANT UNIVERSITY OF MIAMI 1320 S DIXIE HWY CORAL GABLES FL 33146 590624458 501C3 250243 N/A RESEARCH GRANT UNIVERSITY OF MIAMI 1320 S DIXIE HWY CORAL GABLES FL 33146 590624458 501C3 68071 N/A FAST FORWARD-DOMESTI UNIVERSITY OF MICHIGAN PO BOX 223131 PITTSBURGH PA 15251 386006309 501C3 67261 N/A RESEARCH GRANT UNIVERSITY OF MINNESOTA 1300 SOUTH 2ND STREET MINNEAPOLIS MN 55454 416007513 501C3 437907 N/A RESEARCH GRANT UNIVERSITY OF NEW MEXICO 1 UNIVERSITY FO NEW MEXICO MSC 09 ALBURQUERQUE NM 87131 856000642 501C3 303098 N/A RESEARCH GRANT UNIVERSITY OF NORTH CAROLINA AT CHA 220 E CAMERON AVE CHAPEL HILL NC 27514 566001393 501C3 673075 N/A RESEARCH GRANT UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET FRANKLIN BUILDI PHILADELPHIA PA 19104 311538725 501C3 214916 N/A RESEARCH GRANT UNIVERSITY OF PITTSBURGH 4200 FIFTH AVE PITTSBURGH PA 15260 250965591 501C3 445110 N/A RESEARCH GRANT UNIVERSITY OF ROCHESTER 500 WILSON BLVD ROCHESTER NY 14627 160743209 501C3 67659 N/A RESEARCH GRANT UNIVERSITY OF ROCHESTER MEDICAL CEN 518 HYLAN BLDG BOX 270140 ROCHESTER NY 14627 160743209 501C3 206012 N/A RESEARCH GRANT UNIVERSITY OF ROCHESTER MEDICAL CEN 518 HYLAN BLDG BOX 270140 ROCHESTER NY 14627 160743209 501C3 146094 N/A CLINICAL GRANT UNIVERSITY OF SOUTHERN CALIFORNIA CONTRACTS AND GRANTS 2250 ALCAZAR LOS ANGELES CA 90033 576001153 501C3 131910 N/A RESEARCH GRANT UNIVERSITY OF TEXAS AT DALLAS 800 W CAMPBELL RD RICHARDSON TX 75080 751305566 501C3 346165 N/A RESEARCH GRANT UNIVERSITY OF UTAH 201 PRESIDENTS CIR SALT LAKE CITY UT 84112 876000525 501C3 430596 N/A RESEARCH GRANT UNIVERSITY OF VERMONT 353 WATERMAN BUILDING BURLINGTON VT 05405 030179440 501C3 80500 N/A RESEARCH GRANT UNIVERSITY OF WASHINGTON 4333 BROOKLYN AVE NE BOX 359472 SEATTLE WA 98195 916001537 501C3 1066434 N/A RESEARCH GRANT UT SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD DALLAS TX 75235 756002868 501C3 38234 N/A RESEARCH GRANT VETERANS ADMINISTRATION MEDICAL CEN PO BOX 69539 PORTLAND OR 97239 943090170 501C3 59029 N/A RESEARCH GRANT VETERANS ADMINISTRATION MEDICAL CEN 10 NORTH GREENE ST BALTIMORE MD 21201 521705976 501C3 348960 N/A RESEARCH GRANT VETERANS ADMINISTRATION MEDICAL CEN 830 CHALKSTONE AVENUE BLDG 35 PROVIDENCE RI 02908 050440574 501C3 37556 N/A RESEARCH GRANT WASHINGTON STATE UNIVERSITY PO BOX 641025 240 FRENCH ADMIN BLD PULLMAN WA 99164 916001537 501C3 44000 N/A RESEARCH GRANT WASHINGTON UNIVERSITY SCHOOL OF MED 700 ROSEDALE AVENUE SAINT LOUIS MO 63112 237060605 501C3 914525 N/A RESEARCH GRANT WASHINGTON UNIVERSTIY IN ST LOUIS 702 ROSEDALE AVENUE SAINT LOUIS MO 63112 237060605 501C3 58646 N/A RESEARCH GRANT WAYNE STATE UNIVERSITY 5057 WOODWARD AVENUE SUITE 13202 DETROIT MI 48202 386028429 501C3 423433 N/A RESEARCH GRANT WEILL CORNELL MEDICAL COLLEGE 1300 YORK AVENUE NEW YORK NY 10021 131623978 501C3 423122 N/A RESEARCH GRANT WEST VIRGINIA 886 CHESNUT RIDGE RD RM 202 SECOND MORGANTOWN WV 26506 550665758 501C3 44000 N/A RESEARCH GRANT WINTHROP UNIVERSITY 700 HICKSVILLE RD STE 205 BETHPAGE NY 11714 111633486 501C3 44000 N/A RESEARCH GRANT YALE UNIVERSITY PO BOX 1873 NEW HAVEN CT 06508 060646973 501C3 559377 N/A RESEARCH GRANT YALE UNIVERSITY SCHOOL OF MEDICINE 333 CEDAR ST NEW HAVEN CT 06510 060646973 501C3 117596 N/A RESEARCH GRANT 118 10 SCHOLARSHIPS 724 1081211 N/A STEP. STONES PATIENT ASST 83 115344 N/A SCHEDULE I, PAGE 1, 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 true false false false false false false false false CYNTHIA ZAGIEBOYLO PRESIDENT & CEO 430826 7650 1124 439600 JEFF GENTRY THRU 020314 CFO 206156 6300 31074 243530 PAUL WEISS COO 285597 7650 39896 333143 ERIC HILTY CHIEF LEGAL OFFICER 188171 5751 36649 230571 GRAHAM MCREYNOLDS EVP, MARKETING & DEV 277472 7650 8759 293881 JOHN SCOTT EVP, FIELD OPERATION 268501 7650 13184 289335 TIM COETZEE EVP, RESEARCH 267293 7650 34878 309821 MARK NEAGLI REGIONAL EVP 248916 7455 26191 282562 MAUREEN REEDER REGIONAL EVP 239783 7037 1999 248819 MICHAEL ELKOWTHRU 110613 REGIONAL EVP 240912 7332 28170 276414 SCHEDULE J, PAGE 1, PART I, LINE 4 MICHAEL ELKOW(THRU 11/06/13) 170,166 0 0 FORM 990, PAGE 2, PART III, LINE 4C 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, PAGE 2, 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 1.6 MILLION PEOPLE RECEIVE SOCIETY PUBLICATIONS, NEWSLETTERS AND MOMENTUM EACH YEAR. SOCIETY ACTIVITIES - COSTS ASSOCIATED WITH FUNDING CONSTITUENT AND COMMUNITY SERVICE, PUBLIC EDUCATION, AND PROFESSIONAL EDUCATION CONDUCTED NATIONWIDE (BEYOND THE CHAPTER'S TERRITORY) FOR THE BENEFIT OF INDIVIDUALS LIVING WITH MS. THIS PAST YEAR, MORE THAN 200,000 PEOPLE LIVING WITH MS RECEIVED INFORMATION, EMOTIONAL SUPPORT, AND CONNECTIONS TO RESOURCES AND PROGRAMS THROUGH THE SOCIETY'S MS NAVIGATOR PROGRAM. IN ADDITION, MORE THAN 100,000 PEOPLE ATTENDED GROUPS AND PROGRAMS, AND OVER 1.1 MILLION PEOPLE ENGAGED IN CONVERSATIONS AND ACCESSED INFORMATION AND SUPPORT THROUGH THE SOCIETY'S SOCIAL MEDIA CHANNELS. PROFESSIONAL EDUCATION AND TRAINING - ACTIVITIES OR PROGRAMS DESIGNED TO IMPROVE THE KNOWLEDGE, SKILLS AND CRITICAL JUDGMENT OF PHYSICIANS AND OTHER HEALTHCARE PROFESSIONALS ENGAGED (DIRECTLY OR INDIRECTLY) IN PROVIDING PATIENT CARE BY KEEPING THEM ABREAST OF NEW DIAGNOSTIC TECHNIQUES, THERAPIES, ETC. THE SOCIETY PROVIDES INFORMATION AND EDUCATION TO THOUSANDS OF HEALTH CARE PROFESSIONALS THROUGH THE SOCIETY'S CLINICAL CARE NETWORK AND WEBSITE, THE SOCIETY'S MD ON CALL PROGRAM, AND EDUCATIONAL MATERIALS FOR PHYSICAL AND OCCUPATIONAL THERAPISTS, MENTAL HEALTH PROFESSIONAL, NURSES AND CNAS AND OTHERS. A FREE ELECTRONIC NEWSLETTER IS DISTRIBUTED QUARTERLY TO MORE THAN 10,000 HEALTH CARE PROFESSIONALS, AND THE SOCIETY'S DIAGNOSTIC AND SYMPTOM MANAGEMENT SMARTPHONE APP HAS BEEN DOWNLOADED MORE THAN 45,000 TIMES. FORM 990, PAGE 6, PART VI, LINE 6 THE MEMBERS OF THE NATIONAL MULTIPLE SCLEROSIS SOCIETY ARE COMPRISED OF THE MEMBERS OF THE 44 LOCAL CHAPTERS. FORM 990, PAGE 6, PART VI, LINE 7A ALL MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY THE DELEGATE ASSEMBLY, WHICH IS COMPRISED OF ELECTED MEMBERS OF THE SOCIETY'S LOCAL AFFILIATED CHAPTER MEMBERS. FORM 990, PAGE 6, PART VI, LINE 7B THE DELEGATE ASSEMBLY ELECTS THE GOVERNING BODY, APPROVES ANY BY-LAW CHANGES AND APPROVES THE SOCIETY'S STRATEGIC RESPONSE. FORM 990, PAGE 6, PART VI, 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 VICE-PRESIDENT OF FINANCE. 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. FORM 990, PAGE 6, PART VI, 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. FORM 990, PAGE 6, PART VI, 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. FORM 990, PAGE 6, PART VI, 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. FORM 990, PAGE 6, PART VI, LINE 17 LOUISIANA, MASSACHUSETTS, MARYLAND, MICHIGAN, MINNESOTA, MISSOURI, NORTH CAROLINA, NEW HAMPSHIRE, NEW JERSEY, NEW MEXICO, NEVADA, NEW YORK, OKLAHOMA, OREGON, PENNSYLVANIA, RHODE ISLAND, SOUTH CAROLINA, UTAH, VIRGINIA, WISCONSIN, WEST VIRGINIA FORM 990, PAGE 6, PART VI, 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 XI, LINE 9 TRANSFER OF NET ASSETS TO CHAPTER 307,111 FAST FORWARD LLC 733 THIRD AVENUE NEW YORK NY 100173822 261933619 RESEARCH DE 1694559 1557805 NMSS