2015-11-16T10:18:45-06:00 2015-06-30 521511275 RAFFA PC 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2014-07-01 221912812 MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA INC MULT 8564884500 375 KINGS HIGHWAY NORTH CHERRY HILL NJ 08034 DOUGLAS G FRANKLIN PRESIDENT AND CEO 8564884500 2015-11-16 1 FRANK H SMITH P00639053 2028225000 2015-11-13 2014 2016-02-25 16:41:14Z X DOUGLAS G FRANKLIN 375 KINGS HIGHWAY NORTH CHERRY HILL NJ 08034 15638693 0 X WWW.MYMSAA.ORG X 1970 NJ MSAA IMPROVES LIVES TODAY FOR THE ENTIRE MS COMMUNITY THROUGH VITAL SERVICES AND SUPPORT. 12 12 33 67 0 0 9291783 9636248 0 0 148461 1278313 192491 173734 9632735 11088295 1067727 1025929 0 0 2400108 2511866 1566018 1717839 2377731 4387606 4461028 9421459 9716662 211276 1371633 6366402 7613628 1070171 1060289 5296231 6553339 X THE MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA, INC. (MSAA) IS A LEADING RESOURCE FOR THE ENTIRE MS COMMUNITY IMPROVING LIVES TODAY THROUGH VITAL SERVICES AND SUPPORT. 0 0 5027324 1025929 PATIENT SERVICES: ALL SERVICES ARE PROVIDED FREE OF CHARGE AND DIRECTED TO IMPROVING THE LIVES OF THE MS COMMUNITY, TODAY. PROGRAMS AND SERVICES INCLUDE THE FOLLOWING:MSAA'S COOLING EQUIPMENT DISTRIBUTION PROGRAM HELPS INDIVIDUALS WITH MS WHOSE SYMPTOMS WORSEN FROM HEAT AND/OR ARE IN NEED OF SAFETY OR DURABLE MEDICAL EQUIPMENT. THIS PROGRAM PROVIDES SPECIAL COOLING APPAREL PRODUCTS TO INDIVIDUALS WITH MS WHO ARE SENSITIVE TO HEAT AND OTHER ITEMS SUCH AS WHEELCHAIRS, GRAB BARS AND WALKERS AT NO CHARGE. FOR THE 12 MONTH PERIOD OF FY 14-15 (JULY 2014 - JUNE 2015), 3,075 PEOPLE RECEIVED 4,021 COOLING AND EQUIPMENT ITEMS. (SEE CONTINUATION ON PAGE 38) MSAA'S MRI ACCESS FUND (FORMERLY MRI INSTITUTE) ASSISTS UNINSURED, UNDER-INSURED AND INDIVIDUALS WITH MODEST INCOMES ACQUIRE MRI SCANS FOR THE PURPOSE OF PROVIDING AN MS DIAGNOSIS OR TO TRACK THE PROGRESSION OF THE DISEASE. ELIGIBLE PARTICIPANTS CAN HAVE THEIR SCANS UNDERWRITTEN BY MSAA. MSAA HAS NEGOTIATED LOW COST SCANS WITH ORGANIZATIONS REPRESENTING SOME 1,200 IMAGING CENTERS NATIONWIDE. DURING THE PERIOD JULY 2014 THROUGH JUNE 2015, 1,014 SCANS WERE SUPPORTED BY MSAA. 1519485 PUBLIC EDUCATION, REFERRAL AND COUNSELING: THROUGH PUBLICATIONS, OUR WEBSITE, A HELPLINE AND IN PERSON EDUCATION PROGRAMS, MSAA EDUCATES THOSE WITH MS AND A WIDER PUBLIC ABOUT THE DISEASE, THE MANAGEMENT OF SYMPTOMS AND BREAKTHROUGHS IN RESEARCH. INDIVIDUAL CLIENT NEEDS ARE MET THROUGH MSAA'S TOLL-FREE HELPLINE. CLIENT SERVICE SPEACIALISTS ANSWER OVER 10,000 INDIVIDUAL CLIENT QUESTIONS ANNUALLY AND LINK THEM TO APPROPRIATE SERVICES THROUGHOUT THE NATION. THROUGH DIRECT INFORMATIONAL CAMPAIGNS, MSAA HELPS THE GENERAL PUBLIC TO BETTER UNDERSTAND THE DISABILITY AND THE NEEDS OF THE DISABLED, THE OBJECTIVE BEING TO MAKE THE WORLD MORE WELCOMING AND ACCEPTING TO PEOPLE WITH MS. MSAA RECEIVED 1.2 MILLION VISITS IN THE YEAR ENDED JUNE 30, 2015.(SEE CONTINUATION ON PAGE 38)MSAA HAD PUBLIC SERVICE ANNOUNCEMENTS (PSA'S) AND OTHER MEDIA PLACEMENT VALUED AT $62,627,271. THIS COVERAGE HELPS CREATE AWARENESS OF MS TO THE GENERAL PUBLIC TO BETTER UNDERSTAND THE DISEASE AND ALSO PROMOTES MSAA PROGRAM INFORMATION, PROVIDING ASSISTANCE TO INDIVIDUALS IN NEED.MSAA CREATED A MOBILE APPLICATION TO ASSIST OUR CLIENTS MONITOR AND MANAGE THEIR MS AND TO HAVE A RECORD TO DISCUSS WITH THEIR PHYSICIAN. MSAA EMPLOYS VARIED TECHNOLOGICAL TACTICS TO COMMUNICATE WITH ITS CONSTITUENTS BEING ACTIVE ON 7 DIFFERENT SOCIAL MEDIA PLATFORMS, HOSTING A BLOG AND TAKING AND ANSWERING QUESTIONS THROUGH ITS MS QUESTIONS PORTAL.MSAA RECEIVED A GOOGLE GRANT VALUED AT $460,168 IN A PRIOR YEAR. THIS ALLOWED MSAA TO ASSIST INDIVIDUALS SEARCHING FOR INFORMATION RELATED TO MS, INCLUDING PROGRAMS AND SERVICES OFFERED BY MSAA, VIA KEYWORDS THROUGH GOOGLE'S SEARCH ENGINE. 6546809 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 114 0 1 33 1 0 0 0 0 0 0 0 0 0 1 0 X 12 12 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK AL AR AZ CA CO CT FL GA HI IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NY OH OK OR PA RI SC TN UT VT WA WI WV WY X X DONNA MCFADDEN 8564884500 375 KINGS HIGHWAY NORTH CHERRY HILL NJ 08034 JAMES M ANDERSON ESQUIRE CHAIR 1.00 X X 0 0 0 SUE REHMUS CHAIR - UNTIL 05/2015 1.00 X X 0 0 0 JOHN MCCORRY VICE CHAIR 1.00 X X 0 0 0 WILLIAM SAUNDERS TREASURER 1.00 X X 0 0 0 MONICA DERBES GIBSON SECRETARY 1.00 X X 0 0 0 ROBERT J BARTH PHD DIRECTOR 1.00 X 0 0 0 TIMOTHY GARRETT DIRECTOR 1.00 X 0 0 0 ANNETTE M HOWARD MD DIRECTOR - UNTIL 05/2015 1.00 X 0 0 0 LAURA KIMBALL DIRECTOR - UNTIL 01/2015 1.00 X 0 0 0 ROBERT MANLEY DIRECTOR 1.00 X 0 0 0 CHRISTINE SNYDER DIRECTOR 1.00 X 0 0 0 ROBERT SOILEAU DIRECTOR 1.00 X 0 0 0 W FREDERICK UEHLEIN ESQUIRE DIRECTOR 1.00 X 0 0 0 THOMAS J VASSALLO DIRECTOR 1.00 X 0 0 0 MARY ALISSA WILLIS MD DIRECTOR 1.00 X 0 0 0 DOUGLAS G FRANKLIN PRESIDENT AND CEO 37.50 X 288334 0 15843 ROBERT RAPP CHIEF OPERATING OFFICER 37.50 X 164645 0 12790 ANDREA GRIESE VP - COMMUNICATIONS & MARKETING 37.50 X 106938 0 11181 KIMBERLY GOODRICH SENIOR DIRECTOR OF DEVELOPMENT 37.50 X 100850 0 10876 PETER DAMIRI VP - PROGRAMS & SERVICES 37.50 X 96380 0 10818 757147 0 61508 4 0 1 0 HERITAGE PUBLISHING COMPANY 2402 WILDWOOD AVENUE SHERWOOD AR 72116 TELEMARKETING 1738318 SOUTHWEST PUBLISHING 2600 NW TOPEKA BOULEVARD TOPEKA KS 66617 MAIL HOUSE 562963 BLACKBAUD PO BOX 930256 ATLANTA GA 31193 DONOR DATABASE 330296 MARY ELIZABETH GRANGER & ASSOC 110 WEST ROAD STE 235 BALTIMORE MD 21204 LIST RENTAL 163008 WALSWORTH PUBLISHING COMPANY PO BOX 310287 DES MOINES IA 50331 PUBLISHING 129060 11 217525 9418723 40490 9636248 58591 58591 29218 29218 20627 58219 -37592 -37592 -37592 3761901 1950000 3614503 877676 147398 1072324 1219722 1219722 REIMB.-MAILING SVCS. 900099 95623 95623 ADVERTISING REVENUE 900099 69020 69020 MAILING LIST RENTAL 900099 17465 17465 182108 11088295 0 0 1452047 1025929 1025929 862552 624139 178878 59535 1123488 852977 202147 68364 59428 46237 10180 3011 336395 255699 59099 21597 130003 98498 22434 9071 41306 34376 4826 2104 131162 100089 21639 9434 1717839 1717839 363136 293135 48748 21253 790 609 126 55 1310402 654323 68239 587840 16233 14246 1384 603 320120 172683 125617 21820 83705 65330 12796 5579 13783 10518 2274 991 10415 7486 2524 405 44532 33982 7347 3203 PATIENT ASSISTANCE 1858331 1858331 DIRECT MAIL COST 423992 197540 15830 210622 EVENTS 340421 340421 LICENSES AND FEES 98135 45892 1736 50507 -595435 154790 6298 -756523 9716662 6546809 792122 2377731 X 3226718 941103 88731 2196884 497252 1817988 1557765 3187940 470544 468238 95520 639159 15089 41448 1407884 204664 844140 1203220 2886092 255635 6366402 7613628 535225 693409 6750 6250 501492 346492 26704 14138 1070171 1060289 X 4083327 4212436 1212904 2340903 5296231 6553339 6366402 7613628 1371633 -114525 0 X 0 1 X 1 0 X 7632826 8577252 13433962 9291783 9636248 48572071 7632826 8577252 13433962 9291783 9636248 48572071 11870747 36701324 213410 213993 210350 153985 125901 917639 130843 130279 178634 152211 164643 756610 50246320 0.73040 0.74100 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2010 AMOUNT: $ 46,559. 2011 AMOUNT: $ 11,000. FEES FOR SERVICES - 2010 AMOUNT: $ 84,284. 2011 AMOUNT: $ 76,700. 2012 AMOUNT: $ 117,359. 2013 AMOUNT: $ 99,524. 2014 AMOUNT: $ 95,623. ADVERTISING REVENUE - 2011 AMOUNT: $ 42,579. 2012 AMOUNT: $ 61,275. 2013 AMOUNT: $ 52,687. 2014 AMOUNT: $ 69,020. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 433000 433000 754728 754728 220156 204664 15492 1203220 CAPITAL LEASE OBLIGATIONS 14138 14138 X PART X, LINE 2: MSAA PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2015, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. X X X 1 HERITAGE PUBLISHING COMPANY 2402 WILDWOOD AVENUE SUITE 500 SHERWOOD AR 72116 TELEPHONE CALL-TO-ACTION CAMPAIGNS 0 2605804 1697428 908376 2605804 1697428 908376 AK AL AR AZ CA CO CT DC FL GA HI IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NY OH OK OR PA RI SC TN UT VT WA WI WV WY SCHEDULE G, PART I, LINE 2B, COLUMN (V) HERITAGE AND STRATEGIC'S TELEMARKETING FEES ARE BASED ON THE NUMBER OF CALLER HOURS WORKED. THE AGREEMENT REQUIRES THAT THE TELEMARKETERS ARE PAID ON A PER MAILER BASIS/CALLER HOURS WORKED AND NOT BASED ON CONTRIBUTIONS RECEIVED. WITH RESPECT TO THE HERITAGE PUBLISHING COMPANY, THE FEES ARE ALL INCLUSIVE, AND INCLUDE THE MANAGEMENT OF THE CALL, THE PRINTING OF REMINDERS, THE MAILING OF FULFILLMENT REMINDERS, VERIFICATION OF PLEDGES, LONG DISTANCE TELEPHONE FEES, COMPUTER FEES ASSOCIATED WITH CAMPAIGN SETUP AND MANIPULATION OF DATA FOR THE PURPOSE OF REMINDER PERSONALIZATION AND REPORTING, AND ALL OTHER SERVICES SPECIFIED. 1 MRI DIAGNOSTIC PROGRAM 55 52924 FAIR MARKET VALUE DIAGNOSTIC MRI'S MRI INSTITUTE 447 476208 FAIR MARKET VALUE BRAIN AND/OR CERVICAL SPINE MRI'S COOLING PROGRAM 2364 335307 FAIR MARKET VALUE SPECIAL COOLING APPAREL EQUIPMENT DISTRIBUTION PROGRAM 711 152496 FAIR MARKET VALUE MEDICAL EQUIPMENT MRI ACCESS FUND 518 8994 FAIR MARKET VALUE MRIS PART I, LINE 2: MSAA PROVIDES ASSISTANCE TO INDIVIDUALS AFFECTED BY MULTIPLE SCLEROSIS. APPLICANTS COMPLETE AN APPLICATION FORM WHICH IS SUBMITTED TO MSAA. MSAA DETERMINES IF THE INDIVIDUAL IS ELIGIBLE TO RECEIVE THE AWARD. PAYMENTS ARE MADE DIRECTLY TO THE VARIOUS GROUPS/VENDORS THAT PROVIDE THE SERVICES TO THE INDIVIDUALS WHO MEET THE QUALIFICATIONS. NO FUNDS ARE PROVIDED DIRECTLY TO AN INDIVIDUAL. THE ACCOUNTING DEPARTMENT TRACKS ALL EXPENSES AND REQUIRES RECEIPTS FOR EXPENSES. GRANTS ARE RECONCILED WITH THE FUNDER UPON THE FUNDER'S PROCEDURE OR REQUESTS. X X X X 0 0 0 0 0 0 0 0 0 DOUGLAS G FRANKLIN PRESIDENT AND CEO 288334 0 0 0 0 0 7722 0 8121 0 304177 0 0 0 ROBERT RAPP CHIEF OPERATING OFFICER 164645 0 0 0 0 0 4669 0 8121 0 177435 0 0 0 X 20925 X 19565 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 ONCE MSAA'S INDEPENDENT AUDITING FIRM COMPLETES THE FEDERAL FORM 990, THE ACCOUNTING DEPARTMENT VERIFIES THE ACCURACY OF THE NUMBERS. THE FEDERAL FORM 990 IS THEN SENT TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENTS. THE BOARD OF DIRECTORS HAS DESIGNATED THE AUDIT COMMITTEE TO HAVE THE FINAL APPROVAL BEFORE THE FEDERAL FORM 990 IS ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS ADMINISTERED BY THE BOARD OF DIRECTORS. ON AN ANNUAL BASIS, BOARD OF DIRECTORS, OFFICERS, AND SENIOR STAFF DESIGNATED BY THE PRESIDENT AND CEO MUST CERTIFY THAT THEY ARE IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. ANNUALLY, ALL OTHER EMPLOYEES RECEIVE A COPY OF THE POLICY FOR THEIR REVIEW. IF AN INCIDENT ARISES ABOUT A CONFLICT, IT WILL BE REFERRED TO THE BOARD OF DIRECTORS TO DETERMINE IF A CONFLICT HAS OCCURRED. ALL EMPLOYEES ARE ENCOURAGED TO BRING TO THE ATTENTION OF THE PRESIDENT AND CEO IF THEY FEEL A CONFLICT OF INTEREST MAY HAVE OCCURRED. WHEN A COVERED PERSON BECOMES AWARE OF A PROPOSED OR EXISTING COVERED TRANSACTION, HE OR SHE SHALL HAVE A DUTY TO TAKE THE FOLLOWING ACTIONS: (1) IMMEDIATELY DISCLOSE THE EXISTENCE AND CIRCUMSTANCES OF SUCH COVERED TRANSACTION TO THE CHAIRPERSON OR, IN THE CASE OF AN EMPLOYEE, TO THE PRESIDENT AND CEO; (2) REFRAIN FROM USING HIS OR HER PERSONAL INFLUENCE TO ENCOURAGE MSAA TO ENTER INTO THE COVERED TRANSACTION; AND (3) PHYSICALLY RECUSE HIMSELF OR HERSELF FROM PARTICIPATION IN ANY DISCUSSIONS REGARDING THE COVERED TRANSACTION WITH DIRECTORS, OFFICERS AND/OR EMPLOYEES OF MSAA AND AT MEETINGS OF THE BOARD OF DIRECTORS, EXCEPT TO RESPOND TO REQUESTS FOR INFORMATION ABOUT THE COVERED TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS PERIODICALLY AUTHORIZES A SALARY COMPENSATION STUDY TO BE COMPLETED BY AN INDEPENDENT COMPANY. INDEPENDENT, EXTERNAL COMPENSATION RESOURCES ARE REVIEWED ANNUALLY TO DETERMINE SALARY RANGES AND LEVELS FOR STAFF. ANNUAL COMPENSATION IS BASED ON THESE RANGES: JOB PERFORMANCE, INFLATION, AND BUDGETARY CONSIDERATIONS. THE PRESIDENT AND CEO'S COMPENSATION IS DIRECTLY DETERMINED BY THE BOARD OF DIRECTORS BASED UPON THE SAME CRITERIA. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, FEDERAL FORM 1023, AND GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FEDERAL FORM 990 IS POSTED ON MSAA'S WEB SITE. THE ANNUAL SUMMARY OF MSAA'S PROGRAMS AND FINANCES ARE PUBLISHED IN AN ANNUAL REPORT WHICH IS DISTRIBUTED TO MAJOR DONORS, CORPORATE SPONSORS, FOUNDATIONS AND THE GENERAL PUBLIC AND IS ALSO POSTED ON OUR WEBSITE. MSAA HOUSING FOR INDEPENDENT LIVING INC 375 KINGS HIGHWAY NORTH CHERRY HILL NJ 08034 521812306 ACQUIRE REAL PROPERTY FOR THE ELDERLY & HANDICAPPED. NJ 501(C)(3) PF MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA INC 1 MSAA HOUSING FOR THE DISABLED INC 375 KINGS HIGHWAY NORTH CHERRY HILL NJ 08034 521812308 ACQUIRE REAL PROPERTY FOR THE ELDERLY & HANDICAPPED. NJ 501(C)(3) PF MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA INC 1 MULTIPLE SCLEROSIS HOUSING INC 375 KINGS HIGHWAY NORTH CHERRY HILL NJ 08034 222464653 ACQUIRE REAL PROPERTY FOR THE ELDERLY & HANDICAPPED. NJ 501(C)(3) LINE 7 MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA INC 1 MULTIPLE SCLEROSIS HANDICAPPED HOUSING INC 375 KINGS HIGHWAY NORTH CHERRY HILL NJ 08034 222994497 ACQUIRE REAL PROPERTY FOR THE ELDERLY & HANDICAPPED. NJ 501(C)(3) LINE 7 MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA INC 1 MSAA JACKSONVILLE INC 375 KINGS HIGHWAY NORTH CHERRY HILL NJ 08034 562004972 ACQUIRE REAL PROPERTY FOR THE ELDERLY & HANDICAPPED. NJ 501(C)(3) LINE 7 MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0