2024-06-17T08:23:12-05:00 2023-09-30 991856619 GRANT THORNTON ADVISORS LLC 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990 2022-10-01 135661935 NATIONAL MULTIPLE SCLEROSIS SOCIETY NATI 8553721331 733 THIRD AVENUE NEW YORK NY 100173211 CINDY BERTRANDO CFO 2677655102 2024-06-17 1 CINDY BERTRANDO XXX-XX-XXXX 0 DANIEL ROMANO P00504182 2125990100 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z CYNTHIA ZAGIEBOYLO 733 THIRD AVENUE NEW YORK NY 100173211 218307597 0 1048 X WWW.NATIONALMSSOCIETY.ORG X 1946 NY WE WILL CURE MS WHILE EMPOWERING PEOPLE AFFECTED BY MS TO LIVE THEIR BEST LIVES. 31 30 968 38000 409144 0 166995681 145194411 7830 5595 3532512 3225647 1409441 1025593 171945464 149451246 35379171 35661069 0 0 78967223 89227933 2629458 2544696 32283746 42692439 45452159 159668291 172885857 12277173 -23434611 185523085 184229514 61129294 74690665 124393791 109538849 X WE WILL CURE MS WHILE EMPOWERING PEOPLE AFFECTED BY MS TO LIVE THEIR BEST LIVES.DIVERSITY, EQUITY AND INCLUSIONTHE SOCIETY HAS PRIORITIZED DIVERSITY, EQUITY AND INCLUSION. TO ENSURE ITS PRESENCE, THE FOLLOWING STATEMENT IS READ BEFORE ALL MEETINGS TO GROUND STAFF IN OUR WORK. THE NATIONAL MULTIPLE SCLEROSIS SOCIETY IS A MOVEMENT BY AND FOR ALL PEOPLE AFFECTED BY MS. OUR VOICES AND ACTIONS REFLECT DIVERSITY, EQUITY, AND INCLUSION. WE WELCOME AND VALUE DIVERSE PERSPECTIVES. WE ACTIVELY SEEK OUT AND EMBRACE DIFFERENCES. WE WANT EVERYONE TO FEEL RESPECTED AND BE EMPOWERED TO BRING THEIR WHOLE SELVES TO ENSURE WE MAKE THE BEST DECISIONS TO ACHIEVE OUR MISSION. 0 0 49201219 6280646 5595 CLIENT AND COMMUNITY SERVICES (SEE SCHEDULE O)CLIENT AND COMMUNITY SERVICES - THE SOCIETY AIMS TO EMPOWER PEOPLE AFFECTED BY MS TO SOLVE EVERYDAY CHALLENGES. WE FEEL IF PEOPLE ARE INFORMED, CONNECTED AND SUPPORTED BY LOVED ONES, THEIR COMMUNITIES, THEIR HEALTHCARE PROVIDERS AND THE SOCIETY, THEY WILL HAVE IMPROVED QUALITY OF LIFE, INCREASED CONFIDENCE, MAKE NEW CONNECTIONS AND TAKE POSITIVE ACTIONS. WE ACHIEVE THIS BY BEING A TRUSTED SOURCE OF SUPPORT FOR PEOPLE LIVING WITH MS AND HEALTH CARE PROVIDERS THROUGH OUR MS NAVIGATOR SERVICE AND THE EDUCATIONAL PROGRAMMING AND CONNECTION SITES WE OFFER ONLINE, IN PERSON AND ON DEMAND OR SELF-SERVICE. MS NAVIGATORS PARTNER WITH INDIVIDUALS TO NAVIGATE THE CHALLENGES OF MS UNIQUE TO EACH SITUATION. THEY PROVIDE: INFORMATION AND EDUCATION; EMOTIONAL SUPPORT RESOURCES; ASSIST WITH THE COMPLEXITIES OF FINDING A HEALTHCARE PROVIDER, BENEFITS, INSURANCE AND ACCESS TO COVERAGE, AND EMPLOYMENT; RESOURCES TO FACE FINANCIAL CHALLENGES AND PLAN FOR THE FUTURE; WELLNESS STRATEGIES THAT CAN MAKE AN IMPACT ON QUALITY OF LIFE WITH MS; ASSESSMENT OF PERSONALIZED CASE MANAGEMENT; AND CRISIS INTERVENTION IN TIMES OF NEED. IN 2023, MS NAVIGATORS PROVIDED SUPPORT TO 37,996 PEOPLE. OUR SELF-SERVICE APPLICATIONS ASSISTED AN ADDITIONAL 168,517 SEARCHES FOR PEOPLE FINDING DOCTORS AND OTHER RESOURCES DIRECTLY.IN ADDITION, 8,068 INDIVIDUALS PARTICIPATED IN 120 LIVE EDUCATIONAL PROGRAMS. THE PROGRAM CONTENT WAS ALSO ACCESSIBLE ON DEMAND, ENABLING AN ADDITIONAL 157,172 INDIVIDUALS FROM 82 COUNTRIES TO ENGAGE WITH THE MATERIAL. TOPICS INCLUDED PROGRESSIVE MS, MANAGING MS FATIGUE, BLADDER DYSFUNCTION IN MS AS WELL AS A VARIETY OF TOPICS RELATED TO PHYSICAL AND EMOTIONAL WELLNESS TO NAME A FEW. IN OUR EFFORTS TO CONNECT WITH MORE NEWLY DIAGNOSED, YOUNG, RURAL AND ETHNICALLY DIVERSE PEOPLE AFFECTED BY MS THE SOCIETY CONTINUED ITS NEW TO MS PROGRAM, 4TH ANNUAL BLACK MS EXPERIENCE SUMMIT AND OUR 2ND ANNUAL-HISPANIC LATINX SUMMIT.COMMUNITY PROGRAMS INCLUDE COLLABORATING WITH OTHER COMMUNITY ORGANIZATIONS, FOCUSING ON ACCESS TO HEALTHCARE, REHABILITATION, TREATMENTS AND THERAPIES; LONG-TERM CARE; DISABILITY RIGHTS ISSUES; VOCATIONAL TRAINING AND REHABILITATION, WELLNESS AND FITNESS; AND OUTREACH AND EDUCATION TO RURAL AND UNDERSERVED POPULATIONS. 35460414 0 0 PUBLIC EDUCATION (SEE SCHEDULE O)PUBLIC EDUCATION - PEOPLE WITH MS CAN BETTER MANAGE THEIR DISEASE WHEN THEY HAVE THE SUPPORT AND UNDERSTANDING OF THE PEOPLE AROUND THEM-FROM DOCTORS TO EMPLOYERS TO FAMILY MEMBERS. THAT'S WHY WE WORK RELENTLESSLY TO TELL THE WORLD WHAT IT MEANS TO LIVE WITH MS. WE EDUCATE THE PUBLIC THROUGH THE SOCIETY'S AWARENESS CAMPAIGNS, PUBLIC SERVICE ANNOUNCEMENTS, AND MOMENTUM, WHICH IS THE SOCIETY'S FLAGSHIP MAGAZINE DISTRIBUTED QUARTERLY TO NEARLY 500,000 PEOPLE LIVING WITH MS, HEALTHCARE PROVIDERS, AND SUPPORTERS OF THE SOCIETY. WE SEND BIMONTHLY EMAILS WITH NEWS AND INFORMATION ABOUT MS TO MORE THAN 900,000 AND NEARLY 7 MILLION PEOPLE VISIT THE SOCIETY'S WEBSITE EACH YEAR TO ACCESS INFORMATION AND SUPPORT AND GET INVOLVED.IN ADDITION, MANY PEOPLE GET ENGAGED IN CONVERSATIONS AND LEARN MORE ABOUT MS VIA THE SOCIETY'S SOCIAL MEDIA, WITH MORE THAN 1 MILLION FOLLOWERS. 33367330 26994116 0 RESEARCH AND SCIENTIFIC STUDIES (SEE SCHEDULE O)RESEARCH AND SCIENTIFIC STUDIES - IN FISCAL 2023, THE SOCIETY INVESTED $33.9 MILLION TO SUPPORT 279 NEW AND ONGOING RESEARCH PROJECTS AROUND THE WORLD AIMED AT STOPPING MS IN ITS TRACKS, RESTORING FUNCTION, AND ENDING THE DISEASE FOREVER. THE SOCIETY ENGAGED 108 EXPERT SCIENTIFIC AND PEER REVIEWERS TO EVALUATE 313 PROPOSALS FOR RESEARCH GRANTS, FELLOWSHIPS AND EARLY CAREER AWARDS, COMMERCIAL RESEARCH AND DEVELOPMENT AGREEMENTS, AND TARGETED RESEARCH GRANTS. WE ALSO ENGAGED 16 LAY COMMUNITY REVIEWERS TO HELP THE SOCIETY IDENTIFY THE MOST PROMISING AND APPROPRIATE RESEARCH INVESTMENTS.RESEARCH PRIORITY AREAS TO DRIVE BREAKTHROUGHS TO A CURE INCLUDE: ACCELERATING PROMISING RESEARCH TO EMPOWER PEOPLE AFFECTED BY MS TO LIVE THEIR BEST LIVES AND ADVANCE THE PATHWAYS TO MS CURES ROADMAP, INCLUDING: STOPPING DISEASE ACTIVITY AND PROGRESSION THROUGH PRECISION MEDICINE AND EARLY DETECTION; RESTORING WHAT'S BEEN LOST BY REVERSING SYMPTOMS AND DISABILITY THROUGH REGENERATION AND FUNCTIONAL RECOVERY ENHANCED BY REHABILITATION AND WELLNESS; AND ENDING THE DISEASE THROUGH PREVENTION BY LIMITING EXPOSURE TO RISK FACTORS ACROSS THE POPULATION AND FOR THOSE MOST AT-RISK. 7264915 2386307 0 PROFESSIONAL EDUCATION AND TRAINING - THE SOCIETY WANTS SCIENTISTS AND HEALTHCARE PROFESSIONALS TO BE AWARE OF AND TRAINED IN MS SO THAT THE VERY BEST EXPERTISE WORLDWIDE IS ENGAGED IN FINDING TREATMENTS AND SOLUTIONS FOR EVERYONE WITH MS. THIS INCLUDES ACTIVITIES AND PROGRAMS DESIGNED TO IMPROVE THE KNOWLEDGE, SKILLS, AND CRITICAL JUDGEMENT OF SCIENTISTS, PHYSICIANS AND OTHER HEALTHCARE PROFESSIONALS ENGAGED (DIRECTLY OR INDIRECTLY) IN PROVIDING SERVICES TO PEOPLE LIVING WITH MS BY KEEPING THEM ABREAST OF NEW DIAGNOSTIC TECHNIQUES AND THERAPIES - 154 CLINICIANS, WHO PROVIDE CARE FOR APPROXIMATELY 5,300 PEOPLE WITH MS, PARTICIPATED IN THE ECHO MS PROGRAM IN 2023. 98% REPORTED THEY WOULD ATTEND ANOTHER PROGRAM SPONSORED BY THE SOCIETY. 7264915 2386307 0 125293878 1 0 0 1 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 1 1 0 1 1 1 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 1700 0 1 968 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 31 30 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 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 X X X CYNTHIA BERTRANDO CFO 2677655102 733 THIRD AVENUE NEW YORK NY 100173211 CYNTHIA ZAGIEBOYLO PRESIDENT & CEO 40.00 0.00 X X 590389 0 12200 PETER PORRINO TREASURER (THRU 11/22)/CHAIR 5.00 0.00 X X 0 0 0 DANA M FOOTE VICE CHAIR (AS OF 11/2022) 5.00 0.00 X X 0 0 0 BONNIE HIGGINS VICE CHAIR 5.00 0.00 X X 0 0 0 LAURA VACCARO VICE CHAIR (THRU 11/2022) 5.00 0.00 X X 0 0 0 CAROLINE WHITACRE VICE CHAIR 5.00 0.00 X X 0 0 0 EUGENE MAY SECRETARY (THRU 11/2022) 5.00 0.00 X X 0 0 0 DIANA TWADELL SECRETARY (AS OF 11/2022) 5.00 0.00 X X 0 0 0 HAFIZ CHANDIWALA TREASURER (AS OF 11/2022) 5.00 0.00 X X 0 0 0 MINDY B ALPERT DIRECTOR (THRU 11/2022) 5.00 0.00 X 0 0 0 GREGORY R BISHOP DIRECTOR (THRU 11/2022) 5.00 0.00 X 0 0 0 MICHAEL BOGDONOFF DIRECTOR 5.00 0.00 X 0 0 0 CHRIS CAMPBELL DIRECTOR 5.00 0.00 X 0 0 0 MICHELE DINN DIRECTOR 5.00 0.00 X 0 0 0 KASSAUNDRA ESCALERA DIRECTOR 5.00 0.00 X 0 0 0 PETER GALLIGAN DIRECTOR 5.00 0.00 X 0 0 0 SHYAM GIDUMAL DIRECTOR 5.00 0.00 X 0 0 0 PETER HARBILAS DIRECTOR (THRU 11/2022) 5.00 0.00 X 0 0 0 ANDY HARRIS DIRECTOR 5.00 0.00 X 0 0 0 IAN HARRIS DIRECTOR 5.00 0.00 X 0 0 0 LILY JUNG HENSON DIRECTOR (THRU 11/2022) 5.00 0.00 X 0 0 0 WILLIAM HOLLEY DIRECTOR 5.00 0.00 X 0 0 0 TIMOTHY HUSKEY DIRECTOR (AS OF 11/2022) 5.00 0.00 X 0 0 0 RICHARD KNUTSON CHAIR (THRU 11/2022)/DIRECTOR 5.00 0.00 X 0 0 0 MARK LIVINGSTON DIRECTOR 5.00 0.00 X 0 0 0 LINDA MCALEER DIRECTOR 5.00 0.00 X 0 0 0 RICK MCDERMOTT DIRECTOR 5.00 0.00 X 0 0 0 WILLIAM T MONAHAN VICE CHAIR (THRU 11/2022)/DIRECTOR 5.00 0.00 X 0 0 0 ELIZABETH PAGE DIRECTOR 5.00 0.00 X 0 0 0 RUSSELL PARKER DIRECTOR 5.00 0.00 X 0 0 0 CHET POREMBSKI DIRECTOR 5.00 0.00 X 0 0 0 ELIZABETH RODRIGUEZ DIRECTOR (THRU 11/2022) 5.00 0.00 X 0 0 0 NANETTE REID DIRECTOR (THRU 11/2022) 5.00 0.00 X 0 0 0 TOBI ROGOWSKY DIRECTOR 5.00 0.00 X 0 0 0 DAVID M ROTTKAMP DIRECTOR 5.00 0.00 X 0 0 0 ROBERT SHIN DIRECTOR 5.00 0.00 X 0 0 0 JAMI STEWART DIRECTOR 5.00 0.00 X 0 0 0 WENDI WASIK DIRECTOR 5.00 0.00 X 0 0 0 MALCOLM P WATTMAN ESQ DIRECTOR 5.00 0.00 X 0 0 0 MITZI WILLIAMS DIRECTOR (THRU 12/2022) 5.00 0.00 X 0 0 0 LISA GOLDFARB CHIEF PPL, VOL & COMM ENG OFFICER 40.00 0.00 X 375095 0 12200 TIM COETZEE CHIEF ADVOC, SVC & SCIENCE OFFICER 40.00 0.00 X 367375 0 63114 TAMI CAESAR CHIEF OPERATING OFFICER 40.00 0.00 X 367137 0 33025 CYNTHIA BERTRANDO CFO (AS OF 02/2023) 40.00 0.00 X 0 0 0 BRUCE BEBO EVP, RESEARCH 40.00 0.00 X 222487 0 34015 RONDA KRIER EVP, TECHNOLOGY 40.00 0.00 X 217442 0 32946 REBECCA FEHLIG EVP, OPERATIONS 40.00 0.00 X 211624 0 8395 KAREN MARINER EVP, MS NAVIGATOR 40.00 0.00 X 178806 0 20345 JENNIFER LEE EVP, DEVELOPMENT 40.00 0.00 X 275455 0 34539 PHYLLIS ROBSHAM EVP, COMMUNITY LEADERSHIP 40.00 0.00 X 272256 0 28972 WHITNIE GLADDEN GENERAL COUNSEL 40.00 0.00 X 263740 0 8385 BARI TALENTE EVP, ADVOCACY & HEALTHCARE ACCESS 40.00 0.00 X 260043 0 65084 RON ZWERIN EVP, MKT, BRAND & COMMUNICATIONS 40.00 0.00 X 222551 0 50050 3824400 0 403270 126 0 1 0 MERKLE INC 7001 COLUMBIA GATEWAY DRIVE COLUMBIA MD 21046 SEE SCHEDULE O 9588065 GLOBAL CLOUD LTD 30 WEST THIRD STREET CINCINNATI OH 45202 IT PROFESSIONAL SERVICES 1618380 PWC HOLDINGS NO 21 LLC PO BOX 7247-8001 PHILADELPHIA PA 191708001 CONSULTING 1100328 ROYLE PRINTING CO 745 S BIRD STREET SUN PRAIRIE WI 53590 PRINTING 623757 PROMOTER LINE INC 4218 GATEWAY DRIVE SUITE 140 COLLEYVILLE TX 76034 EVENT LOGISTIC SERVICES 497522 37 80910699 825625 63458087 3208656 145194411 PROGRAM REGISTR. FEES 900099 5595 5595 5595 4479229 4479229 233094 0 233094 233094 233094 45189237 46442819 -1253582 -1253582 -1253582 22412256 80910699 22412256 0 201720 1276 200444 200444 ADVERTISING INCOME 900099 409144 409144 MISCELLANEOUS INCOME 900099 182911 182911 592055 149451246 5595 409144 3842096 25769559 25769559 6286446 6286446 3605064 3605064 3169132 2259052 368774 541306 65498472 46689264 7621687 11187521 2120885 1511830 246795 362260 13244703 9441219 1541211 2262273 5194741 3702966 604483 887292 90351 90351 183849 183849 167939 167939 54130 54130 2544696 2544696 279780 279780 8984882 6696364 752902 1535616 3211337 1548316 115563 1547458 3060545 112478 33937 2914130 6664523 4487614 665939 1510970 6678559 4568802 810777 1298980 1180512 593224 64835 522453 3644686 3186907 114234 343545 811095 554870 98467 157758 1241828 849301 150717 241810 PRINTING, PUB., & POST. 7277424 2223030 941276 4113118 BAD DEBTS 580017 142800 282526 154691 AWARDS & PRIZES 351203 330545 5450 15208 EQUIPMENT RENTAL 310280 212263 37668 60349 679219 467834 129073 82312 172885857 125293878 15308233 32283746 X 5518649 690405 978406 3849838 70424239 45147637 13440209 16179235 521148 426663 4751400 4743599 9182356 6156432 1924791 3025924 90907847 97185609 487892 153584 3065559 17367263 185523085 184229514 15181436 14683244 25071575 24307666 6487165 6422973 10639366 13687461 3749752 15589321 61129294 74690665 X 75857659 59017006 48536132 50521843 124393791 109538849 185523085 184229514 X -23434611 8479827 99842 X 0 1 X 1 0 X 191054088 150008066 139286957 166995681 145194411 792539203 191054088 150008066 139286957 166995681 145194411 792539203 792539203 3845510 3899079 2907536 3602458 4712323 18966906 1468467 1190061 1262718 760548 409144 5090938 23943974 7629516 8188509 19870045 22796887 82428931 899025978 106856 0.88160 0.87960 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING - 2018 AMOUNT: $ 23,864,719. 2019 AMOUNT: $ 7,531,945. 2020 AMOUNT: $ 8,057,964. 2021 AMOUNT: $ 19,793,927. 2022 AMOUNT: $ 22,412,256. GROSS RECEIPT FROM GAMING - 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 201,720. MISCELLANEOUS INCOME - 2018 AMOUNT: $ 79,255. 2019 AMOUNT: $ 97,571. 2020 AMOUNT: $ 130,545. 2021 AMOUNT: $ 76,118. 2022 AMOUNT: $ 182,911. 1 1 0 1 376259 1 18813 0 1 533034 1 326091 0 1254197 0 PART II-B, LINE 1: APPROXIMATELY 40,000 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. ACTIVISTS SHARE STORIES ABOUT LIVING WITH MS, CONNECT WITH DECISION-MAKERS, WORK WITH LIKE-MINDED PARTNERS AND CREATE SYSTEMIC 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. TOP AREAS OF FOCUS FOR MS ACTIVISTS IN 2023 INCLUDED ADVOCATING FOR ACCESS TO QUALITY, AFFORDABLE HEALTH COVERAGE; ACCESS TO AFFORDABLE MEDICATION (PHARMACY BENEFIT MANAGER REFORM); INCREASING AIR TRAVEL ACCESSIBILITY THROUGH THE REAUTHORIZATION OF THE FEDERAL AVIATION ADMINISTRATION; AND INCREASED FUNDING FOR MS RESEARCH. 0 1 X 18296930 5000 2600261 1011097 30616 19860478 23355758 553 -4254137 734562 70682 18296930 20280605 211969 5090737 2182798 44755 23355758 21446141 291990 -870352 193288 393886 20280605 20596603 256566 1007744 219134 195638 21446141 0.83450 0.16550 0 0 1539984 454528 1085456 2978748 1415557 1563191 4663624 4286347 377277 3025924 OPERATING LEASE RIGHT-OF-USE ASSETS 12149173 OTHER NON-CURRENT ASSETS 2863210 BENEFICIAL INTERESTS IN TRUSTS 2354880 17367263 LEASE LIABILITIES 13771708 DUE TO ANNUITANTS 1471377 OTHER LIABILITIES 346236 15589321 X 170653673 8479827 12902538 99842 21482207 149171466 279780 279780 149451246 185508615 12902538 12902538 172606077 279780 279780 172885857 PART IV, LINE 2B: ESCROW LIABILITY ARRANGEMENT EXPLANATION THE SOCIETY IS THE LEAD AGENCY AND A MANAGING MEMBER OF THE PROGRESSIVE MS ALLIANCE, ALONG WITH ASSOCIANZIONE ITALIANA SCLEROSI MULTIPLA (ITALY), MS AUSTRALIA, MULTIPLE SCLEROSIS INTERNATIONAL FEDERATION, MS SOCIETY (UNITED KINGDOM), AND THE MULTIPLE SCLEROSIS SOCIETY OF CANADA. 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. THE ALLIANCE HAS THREE PRIORITY OBJECTIVES WHICH INCLUDE: UNDERSTAND, PREVENT AND REVERSE PROGRESSION, SPEED UP AND IMPROVE CLINICAL TRIALS, AND IMPROVE WELL-BEING THROUGH PROVEN THERAPEUTIC APPROACHES. OUR FOCUS AND MISSION REMAIN CLEAR: TO ACCELERATE THE DEVELOPMENT OF EFFECTIVE TREATMENTS FOR PEOPLE WITH MULTIPLE SCLEROSIS WORLDWIDE. THE ALLIANCE INVESTS IN RESEARCH THAT ADVANCES OUR UNDERSTANDING OF PROGRESSIVE MS, IDENTIFIES POTENTIAL NEW TREATMENTS, AND CREATES TOOLS TO SPEED UP AND IMPROVE CLINICAL TRIALS. AS A MANAGING MEMBER, THE SOCIETY CONTRIBUTED $14,027,868 THROUGH FISCAL 2023 AND HAS COMMITTED $5,711,264 OVER THE NEXT TWO YEARS, CONDITIONAL ON VARIOUS FACTORS. IN ADDITION, AS THE LEAD AGENCY, THE SOCIETY MAINTAINS CUSTODY OF THE POOLED FUNDS CONTRIBUTED FROM OTHER ALLIANCE MEMBERS. THE DISBURSEMENT OF FUNDS FOR PROGRESSIVE MS RESEARCH INITIATIVES IS APPROVED BY THE EXECUTIVE COMMITTEE, MADE UP OF THE CEOS OF THE MANAGING MEMBER ORGANIZATIONS. THE SOCIETY RECEIVED A TOTAL OF $4,549,359 DURING THE YEAR ENDING SEPTEMBER 30, 2023 FROM ALLIANCE MEMBERS, WHICH WILL BE HELD UNTIL SUCH TIME THE FUNDS ARE APPROVED FOR EXPENDITURE. AS OF SEPTEMBER 30, 2023, THE SOCIETY RECORDED UNSPENT DONATED FUNDS, CONSISTING OF BOTH SOCIETY AND OTHER ALLIANCE MEMBERS' MONIES, TOTALING $13,687,461, AS A LIABILITY. PART V, LINE 4: INTENDED USES OF ENDOWMENT FUND 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, INCLUDING THE MARILYN HILTON MS ACHIEVEMENT CENTER, DIRECT FINANCIAL ASSISTANCE, RESEARCH, AND OTHER GENERAL SERVICES, PROGRAMS AND OPERATIONS. PART X, LINE 2: FIN 48 FOOTNOTE GUIDANCE IN "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" UNDER THE ASC OF THE FASB CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING 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. THE SOCIETY HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. FOR THE YEAR ENDING SEPTEMBER 30, 2023, THE SOCIETY RECORDED $4,000 AS A PROVISION FOR INCOME TAXES FROM UNRELATED BUSINESS INCOME ACTIVITIES WHICH IS REFLECTED WITHIN ACCOUNTS PAYABLE AND ACCRUED LIABILITIES ON THE ACCOMPANYING CONSOLIDATED STATEMENT OF FINANCIAL POSITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN TRUST 229,862. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -130,020. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 14 GRANTMAKING 2157068 EAST ASIA AND THE PACIFIC 0 5 GRANTMAKING 816549 NORTH AMERICA 0 5 GRANTMAKING 631447 0 24 0 0 0 24 3605064 0 3605064 EAST ASIA AND THE PACIFIC RESEARCH 133480 WIRE 0 EAST ASIA AND THE PACIFIC RESEARCH 98678 WIRE 0 EAST ASIA AND THE PACIFIC RESEARCH 80881 WIRE 0 EAST ASIA AND THE PACIFIC RESEARCH 203510 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 81311 WIRE 0 NORTH AMERICA RESEARCH 100260 WIRE 0 NORTH AMERICA RESEARCH 16377 WIRE 0 NORTH AMERICA RESEARCH 229976 WIRE 0 NORTH AMERICA RESEARCH 181333 WIRE 0 NORTH AMERICA RESEARCH 100000 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 258460 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 58650 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 84913 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 117886 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 149250 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 309846 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 33000 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 180227 WIRE 0 EAST ASIA AND THE PACIFIC RESEARCH 300000 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 153664 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 147480 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 196475 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 176974 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 208932 WIRE 0 24 0 0 0 0 0 0 0 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS THE SOCIETY HAS INDEPENDENT RESEARCH ADVISORY COMMITTEES THAT EVALUATE ALL GRANT APPLICATIONS AND RECOMMEND 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 MS. ONCE A GRANT HAS BEEN APPROVED, GRANTEES ARE REQUIRED TO SUBMIT PROGRESS REPORTS ON AN ANNUAL OR MORE FREQUENT BASIS BEFORE ADDITIONAL FUNDING IS AUTHORIZED. PART III ACCOUNTING METHOD: X X X X X X X 1 MERKLE GROUP 7001 COLUMBIA GATEWAY DRIVE COLUMBIA MD 21046 DONOR DATA 0 7962325 2427496 5534829 CLINT BELL PRODUCTIONS 3262 WALDEN GLEN ESCONDIDO CA 92027 EVENT AUCTIONEER 0 512559 17000 495559 CLINTON SWETT 544 UNION AVE 4J BROOKLYN NY 11211 EVENT AUCTIONEER 0 285450 5000 280450 LAURA MICHALEK 1216 N ANDERSON ST TACOMA WA 98406 EVENT AUCTIONEER 0 266375 7000 259375 SAYRE AND JONES AUCTIONEERS 1836 NORTH RIDGE AVE ARLINGTON HEIGHTS IL 60004 EVENT AUCTIONEER 0 182350 6300 176050 MENISH PRODUCTIONS PO BOX 221066 LOUISVILLE KY 40252 EVENT AUCTIONEER 0 175743 25600 150143 CUSTOM BENEFIT AUCTIONS 19375 US HIGHWAY 19N 102 CLEARWATER FL 33764 EVENT AUCTIONEER 0 120192 10750 109442 MORGAN ELIZABETH HOPSON 220 W SAM RAYBURN DRIVE BONHAM TX 75418 EVENT AUCTIONEER 0 108250 5000 103250 BENEFIT AUCTIONS 360 PO BOX 12633 PORTLAND OR 97212 EVENT AUCTIONEER 0 79550 5500 74050 MATTHEW WALTER NEWSOM 1901 KILMONACK LN CHARLOTTE NC 28270 EVENT AUCTIONEER 0 62154 7500 54654 9754948 2517146 7237802 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 BIKE MS (53) 51397552 38331833 13065719 1877502 1362593 2470868 302780 7051975 WALK MS (222) 33719139 28664416 5054723 1046836 747061 349711 170800 2740315 101 18206264 13914450 4291814 43339 575163 1874269 592371 1206673 103322955 80910699 22412256 2967677 2684817 4694848 1065951 10998963 22412256 0 201720 1276 0 201720 1276 1276 200444 AZ CA FL IL MD MA MI MN NY NC OH OK OR PA WA 0 THE SOCIETY MONITORS ITS FILING AND REGISTRATION REQUIREMENTS IN ALL STATES WHERE WE OPERATE OR SOLICIT FUNDS. IN MOST STATES WHERE THE SOCIETY CONDUCTED RAFFLES, PROPER LICENSES WERE EITHER OBTAINED OR WERE NOT REQUIRED BY LAW. MOVING FORWARD, THE SOCIETY WILL OBTAIN ALL REQUIRED LICENSES. 0 1 0 0.00000 1.00000 CYNTHIA BERTRANDO CFO 733 THIRD AVENUE NEW YORK NY 100173211 0 CYNTHIA BERTRANDO CFO 0 CYNTHIA BERTRANDO, THE CFO, PREPARES THE BOOKS AND RECORDS FOR THE ORGANIZATION'S GAMING/SPECIAL EVENTS AND OVERSEES THE MANAGEMENT OF THE GAMING OPERATION. THESE RESPONSIBILITIES ARE PART OF HER ROLE AS CFO. SHE DOES NOT RECEIVE SEPARATE COMPENSATION RELATED TO MANAGEMENT OF THE GAMING ACTIVITIES. X 1 158507 SCHEDULE G, PART I, LINE 2B, COLUMN (V) PROFESSIONAL FUNDRAISERS THE SOCIETY USED MERKLE FOR THE MAJORITY OF ITS DIRECT MAIL CAMPAIGNS IN FY2023. THESE CAMPAIGNS COLLECTIVELY RAISED $7,962,325 IN REVENUE FOR FY2023. ADDITIONALLY, EVENT AUCTIONEERS ASSIST THE SOCIETY IN ACQUIRING MERCHANDISE TO BE AUCTIONED. COLLECTIVELY, THEY RAISED $2,443,926 IN REVENUE FOR 2023. SCHEDULE G, PART II FUNDRAISING EVENTS BIKE MS BIKE MS IS THE LARGEST FUNDRAISING BIKE SERIES IN THE WORLD. WITH BIKE MS RIDES ACROSS THE COUNTRY, ANYONE, ANYWHERE, CAN FUEL PROGRESS. DURING FY2023, 3,800 TEAMS AND MORE THAN 41,000 CHOSE BIKE MS DURING THE 53 BIKE EVENTS HELD. WALK MS 123,000 PEOPLE PARTICIPATED IN WALK MS EVENTS IN FY2023. WALK MS IS THE PERFECT PLACE TO CONNECT TO THE SERVICES AND SUPPORT OFFERED BY THE NATIONAL MS SOCIETY. THERE WERE 222 VIRTUAL AND IN-PERSON WALK EVENTS HELD DURING FY2023. 1 ACCELERATED CURE PROJECT FOR MS 460 TOTTEN POND ROAD SUITE 420 WALTHAM MA 02452 043555864 501(C)(3) 580345 0 RESEARCH BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA HOUSTON TX 770303411 741613878 501(C)(3) 108915 0 RESEARCH BENAROYA RESEARCH INSTITUTE 1201 9TH AVE ATTN ACCOUNTS RECEIVABLE SEATTLE WA 981012795 910653422 501(C)(3) 17249 0 RESEARCH BRIGHAM & WOMEN'S HOSPITAL 60 FENWOOD RD 10TH FL STE 10002J BOSTON MA 02115 042312909 501(C)(3) 677708 0 RESEARCH BRIGHAM & WOMEN'S HOSPITAL 60 FENWOOD RD 10TH FL STE 10002J BOSTON MA 02115 042312909 501(C)(3) 116875 0 CLINICAL CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVENUE CLEVELAND OH 441067015 341018992 501(C)(3) 239278 0 RESEARCH CEDARS SINAI MEDICAL CENTER 8700 BEVERLY BLVD ATTN FINANCE DEPT LOS ANGELES CA 90048 951644600 501(C)(3) 357637 0 RESEARCH CHILDRENS HOSPITAL CORPORATION 300 LONGWOOD AVE BOSTON MA 02115 042774441 501(C)(3) 24608 0 RESEARCH CHILDREN'S HOSPITAL LOS ANGELES 4650 SUNSET BOULEVARD LOS ANGELES CA 90027 951690977 501(C)(3) 56250 0 CLINICAL CHILDRENS HOSPITAL MEDICAL CENTER 3333 BURNET AVENUE CINCINNATI OH 45229 310833936 501(C)(3) 200000 0 RESEARCH CHILDREN'S HOSPITAL OF PHILADELPHIA 3401 CIVIC CENTER BLVD PHILADELPHIA PA 191044318 231352166 501(C)(3) 117375 0 CLINICAL CHILDRENS RESEARCH INSTITUTE 111 MICHIGAN AVENUE NW SUITE 5400 WASHINGTON DC 20010 521654453 501(C)(3) 27355 0 RESEARCH CLENE NANOMEDICINE INC 6550 S MILLROCK DRIVE SUITE G50 SALT LAKE CITY UT 84121 320446164 N/A 218263 0 RESEARCH CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVENUE CLEVELAND OH 44195 340714585 501(C)(3) 189656 0 CLINICAL CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVENUE CLEVELAND OH 44195 340714585 501(C)(3) 762584 0 RESEARCH COLORADO STATE UNIVERSITY MOBY B 201A 1582 CAMPUS DELIVERY FORT COLLINS CO 805231582 846000545 GOV 176991 0 RESEARCH COLUMBIA UNIVERSITY 615 WEST 131ST STREET 3RD FLOOR NEW YORK NY 10027 135598093 501(C)(3) 1761092 0 RESEARCH COLUMBIA UNIVERSITY 615 WEST 131ST STREET 3RD FLOOR NEW YORK NY 10027 135598093 501(C)(3) 75000 0 CLINICAL DIGNITY HEALTH 350 WEST THOMAS ROAD PHOENIX AZ 85013 941196203 501(C)(3) 418673 0 RESEARCH GEORGETOWN UNIVERSITY 37TH AND O STREETS NW WASHINGTON DC 20057 530196603 501(C)(3) 159376 0 RESEARCH HENRY FORD HEALTH SYSTEM 2799 WEST GRAND BLVD DETROIT MI 48202 381357020 501(C)(3) 198350 0 RESEARCH HENRY M JACKSON FOUNDATION 6720 - A ROCKLEDGE DRIVE STE 100 BETHESDA MD 20817 521317896 501(C)(3) 88506 0 RESEARCH ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI ONE GUSTAVE L LEVY PLACE NEW YORK NY 100296574 136171197 501(C)(3) 251250 0 RESEARCH ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI ONE GUSTAVE L LEVY PLACE NEW YORK NY 100296574 136171197 501(C)(3) 164844 0 CLINICAL JOHNS HOPKINS UNIVERSITY 1101 EAST 33RD STREET STE D200 BALTIMORE MD 21218 520595110 501(C)(3) 1712105 0 RESEARCH JOHNS HOPKINS UNIVERSITY 1101 EAST 33RD STREET STE D200 BALTIMORE MD 21218 520595110 501(C)(3) 130675 0 CLINICAL KESSLER FOUNDATION RESEARCH CENTER 120 EAGLE ROCK AVENUE SUITE 100 EAST HANOVER NJ 07936 311562134 501(C)(3) 94858 0 RESEARCH LOYOLA UNIVERSITY OF CHICAGO 820 N MICHIGAN AVE LT 1300 CHICAGO IL 60611 361408475 501(C)(3) 103125 0 RESEARCH MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 042697983 501(C)(3) 132058 0 RESEARCH MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 042697983 501(C)(3) 86539 0 CLINICAL MAYO CLINIC ROCHESTER PO BOX 1658 MINNEAPOLIS MN 554801658 416011702 501(C)(3) 50681 0 RESEARCH MCKING CONSULTING CORP 2810 OLD LEE HWY SUITE 300 FAIRFAX VA 22031 542006067 N/A 59359 0 RESEARCH MEDSTAR GEORGETOWN MEDICAL CENTER INC 3800 RESERVOIR ROAD NW WASHINGTON DC 20007 522218584 501(C)(3) 56250 0 CLINICAL MONTCLAIR STATE UNIVERSITY 1 NORMAL AVE MONTCLAIR NJ 07043 222912682 GOV 177856 0 RESEARCH MOUNT SINAI REHABILITATION HOSPITAL INC 114 WOODLAND STREET MS 510358 HARTFORD CT 06105 061422973 501(C)(3) 135794 0 RESEARCH NAT'L INST OF HEALTHNAT'L INST OF NEUROLOGICAL DISORDERS & STROKE 9000 ROCKVILLE PIKE BETHESDA MD 20892 520858115 501(C)(3) 338057 0 RESEARCH NEW YORK UNIVERSITY 545 FIRST AVENUE NEW YORK NY 10016 135562308 501(C)(3) 14231 0 RESEARCH NEW YORK UNIVERSITY 545 FIRST AVENUE NEW YORK NY 10016 135562308 501(C)(3) 56250 0 CLINICAL NEW YORK UNIVERSITY LANGONE MEDICAL CENTER 550 FIRST AVENUE NEW YORK NY 10016 135562308 501(C)(3) 305032 0 RESEARCH NEW YORK UNIVERSITY LANGONE MEDICAL CENTER 550 FIRST AVENUE NEW YORK NY 10016 135562308 501(C)(3) 11539 0 CLINICAL NORTHWESTERN UNIVERSITY 633 CLARK STREET EVANSTON IL 60208 362167817 501(C)(3) 75000 0 CLINICAL OREGON HEALTH & SCIENCE UNIVERSITY 2525 SW 3RD AVE SUITE 245 PORTLAND OR 97201 931176109 501(C)(3) 337166 0 RESEARCH OREGON HEALTH & SCIENCE UNIVERSITY 2525 SW 3RD AVE SUITE 245 PORTLAND OR 97201 931176109 501(C)(3) 116875 0 CLINICAL PRESIDENT AND FELLOWS OF HARVARD COLLEGE 1033 MASSACHUSETTS AVE 2ND FLOOR CAMBRIDGE MA 02138 042103580 501(C)(3) 140092 0 RESEARCH REGENTS OF THE UNIVERSITY OF MICHIGAN 5082 WOLVERINE TOWER 3003 SOUTH STATE STREET ANN ARBOR MI 481091287 386006309 GOV 104219 0 CLINICAL REGENTS OF THE UNIVERSITY OF MICHIGAN 5082 WOLVERINE TOWER 3003 SOUTH STATE STREET ANN ARBOR MI 481091287 386006309 GOV 119328 0 RESEARCH RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NY 230 WEST 41ST STREET 7TH FLOOR NEW YORK NY 10036 131988190 501(C)(3) 50680 0 RESEARCH RHODE ISLAND HOSPITAL 593 EDDY STREET PROVIDENCE RI 02903 050258954 501(C)(3) 56250 0 CLINICAL RUTGERS THE STATE OF UNIVERSITY OF NEW JERSEY 33 KNIGHTSBRIDGE ROAD PISCATAWAY NJ 08854 462354111 GOV 87656 0 RESEARCH SAINT LOUIS UNIVERSITY 3545 LINDELL BOULEVARD ST LOUIS MO 63103 430654872 501(C)(3) 149801 0 RESEARCH STANFORD UNIVERSITY 3145 PORTER DRIVE PALO ALTO CA 94304 941156365 501(C)(3) 323236 0 RESEARCH STATE OF MARYLAND 220 ARCH ST BALTIMORE MD 21201 526002033 GOV 195973 0 RESEARCH TEMPLE UNIVERSITY OF THE COMMONWEALTH SYSTEM OF HIGHER EDUCATION 1852 N 10TH STREET PHILADELPHIA PA 19122 231365971 501(C)(3) 45503 0 RESEARCH THE CURATORS OF THE UNIVERSITY OF MISSOURI ONE UNIVERSITY BOULEVARD ST LOUIS MO 63121 436003859 GOV 225955 0 RESEARCH THE UNIVERSITY OF IOWA 105 JESSUP HALL IOWA CITY IA 52242 426004813 GOV 23899 0 RESEARCH THE UNIVERSITY OF SOUTH FLORIDA BOARD OF TRUSTEES 4202 E FOWLER AVE ALN147 TAMPA FL 336205800 593102112 501(C)(3) 65000 0 RESEARCH THE UNIVERSITY OF SOUTH FLORIDA BOARD OF TRUSTEES 4202 E FOWLER AVE ALN147 TAMPA FL 336205800 593102112 501(C)(3) 18750 0 CLINICAL THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON 7000 FANNIN STREET HOUSTON TX 77030 741761309 501(C)(3) 75000 0 CLINICAL THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD MC 9029 DALLAS TX 75390 756002868 501(C)(3) 575680 0 RESEARCH UNIVERSITY OF ALABAMA 701 20TH STREET S - AB 921 BIRMINGHAM AL 352940109 636005396 GOV 44668 0 RESEARCH UNIVERSITY OF ALABAMA 701 20TH STREET S - AB 921 BIRMINGHAM AL 352940109 636005396 GOV 112500 0 CLINICAL UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE LA JOLLA CA 92093 956006144 GOV 106415 0 RESEARCH UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE LA JOLLA CA 92093 956006144 GOV 18750 0 CLINICAL UNIVERSITY OF CALIFORNIA SAN FRANCISCO 1855 FOLSOM STREET BOX 0812 SAN FRANCISCO CA 94143 946036493 GOV 1352084 0 RESEARCH UNIVERSITY OF CALIFORNIA SAN FRANCISCO 1855 FOLSOM STREET BOX 0812 SAN FRANCISCO CA 94143 946036493 GOV 116875 0 CLINICAL UNIVERSITY OF CALIFORNIA BERKELEY 2195 HEARST AVENUE ROOM 159 BERKELEY CA 947201101 946002123 GOV 84723 0 RESEARCH UNIVERSITY OF CALIFORNIA RIVERSIDE 900 UNIVERSITY AVE RIVERSIDE CA 92521 956006142 GOV 420082 0 RESEARCH UNIVERSITY OF CHICAGO 5801 S ELLIS AVENUE CHICAGO IL 60637 362177139 GOV 56250 0 CLINICAL UNIVERSITY OF COLORADO DENVER AMC BLDG 500 13001 E 17TH PL RM W1126 AURORA CO 800452571 846000555 GOV 18750 0 CLINICAL UNIVERSITY OF COLORADO DENVER AMC BLDG 500 13001 E 17TH PL RM W1126 AURORA CO 800452571 846000555 GOV 767750 0 RESEARCH UNIVERSITY OF FLORIDA PO BOX 113201 GAINESVILLE FL 326113201 596002052 GOV 16481 0 RESEARCH UNIVERSITY OF ILLINOIS AT CHICAGO 800 SOUTH MARSHFIELD AVENUE 511MB CHICAGO IL 606127205 376000511 GOV 504644 0 RESEARCH UNIVERSITY OF KANSAS MEDICAL CENTER RESEARCH INSTITUTE INC 3901 RAINBOW BLVD MAIL STOP 1039 KANSAS CITY KS 66160 481108830 501(C)(3) 85147 0 RESEARCH UNIVERSITY OF MIAMI PO BOX 248106 CONTROLLERS OFFICE CORAL GABLES FL 331242912 590624458 501(C)(3) 47987 0 RESEARCH UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET P221 FRANKLIN BUILDING PHILADELPHIA PA 191046205 231352685 GOV 626435 0 RESEARCH UNIVERSITY OF ROCHESTER 518 HYLAN BUILDING ROCHESTER NY 146270140 160743209 501(C)(3) 116875 0 CLINICAL UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY GARDENS SUITE 205 LOS ANGELES CA 900898006 951642394 GOV 166634 0 RESEARCH UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY GARDENS SUITE 205 LOS ANGELES CA 900898006 951642394 GOV 96250 0 CLINICAL UNIVERSITY OF TEXAS AT AUSTIN 110 INNER CAMPUS DR STOP K5300 AUSTIN TX 78712 746000203 GOV 59999 0 CLINICAL UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO 7703 FLOYD CURL DRIVE SAN ANTONIO TX 78229 741586031 GOV 146193 0 RESEARCH UNIVERSITY OF UTAH 201 S PRESIDENTS CIRCLE ROOM 411 SALT LAKE CITY UT 841120922 876000525 GOV 1555087 0 RESEARCH UNIVERSITY OF UTAH 201 S PRESIDENTS CIRCLE ROOM 411 SALT LAKE CITY UT 841120922 876000525 GOV 56250 0 CLINICAL UNIVERSITY OF WASHINGTON 4300 ROOSEVELT WAY NE SUITE 300 SEATTLE WA 98105 916001537 GOV 56250 0 CLINICAL UNIVERSITY OF WASHINGTON 4300 ROOSEVELT WAY NE SUITE 300 SEATTLE WA 98105 916001537 GOV 303908 0 RESEARCH UPMC 3600 FORBES AVE AT MEYRAN AVE STE 300 PITTSBURGH PA 15213 251423657 501(C)(3) 56250 0 CLINICAL VANDERBILT UNIVERSITY MEDICAL CENTER 1161 21ST AVE SOUTH SUITE D3300MCN NASHVILLE TN 372325545 352528741 501(C)(3) 37500 0 CLINICAL VANDERBILT UNIVERSITY MEDICAL CENTER 1161 21ST AVE SOUTH SUITE D3300MCN NASHVILLE TN 372325545 352528741 501(C)(3) 295572 0 RESEARCH VIRGINIA COMMONWEALTH UNIVERSITY PO BOX 843035 RICHMOND VA 23284 546001758 GOV 122375 0 CLINICAL VIRGINIA COMMONWEALTH UNIVERSITY PO BOX 843035 RICHMOND VA 23284 546001758 GOV 143464 0 RESEARCH WASHINGTON UNIVERSITY 700 ROSEDALE AVENUE CB 1034 ST LOUIS MO 63112 430653611 GOV 316121 0 RESEARCH WASHINGTON UNIVERSITY 700 ROSEDALE AVENUE CB 1034 ST LOUIS MO 63112 430653611 GOV 58988 0 CLINICAL WAYNE STATE UNIVERSITY 5057 WOODWARD AVENUE 13TH FL DETROIT MI 48202 386028429 GOV 328849 0 RESEARCH WEILL CORNELL MEDICAL COLLEGE 1300 YORK AVENUE NEW YORK NY 10065 311623978 501(C)(3) 426902 0 RESEARCH YALE UNIVERSITY 2 WHITNEY AVENUE 6TH FLOOR NEW HAVEN CT 06510 060646973 501(C)(3) 629615 0 RESEARCH 92 2 FINANCIAL ASSISTANCE 5149 6280646 0 RESEARCH GRANT 1 5800 0 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS RESEARCH GRANTS THE SOCIETY UTILIZES VOLUNTEER COMMITTEES 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 REGULAR BASIS WHICH ARE REVIEWED BY QUALIFIED STAFF. FINANCIAL ASSISTANCE GRANTS MS NAVIGATORS WORK WITH EACH INDIVIDUAL TOWARD A CUSTOMIZED AND SUSTAINABLE SOLUTION THAT SOMETIMES INCLUDES FINANCIAL ASSISTANCE. APPROVED REQUESTS RESULT IN PAYMENTS MADE DIRECTLY TO THE VENDOR DETERMINED TO BE BEST SUITED TO ADDRESS THE NEED. X X X X X 0 0 0 0 0 0 0 0 0 CYNTHIA ZAGIEBOYLO PRESIDENT & CEO 590389 0 0 0 0 0 12200 0 1758 0 604347 0 0 0 TIM COETZEE CHIEF ADVOC, SVC & SCIENCE OFFICER 367375 0 0 0 0 0 12200 0 50914 0 430489 0 0 0 TAMI CAESAR CHIEF OPERATING OFFICER 367137 0 0 0 0 0 12200 0 20825 0 400162 0 0 0 LISA GOLDFARB CHIEF PPL, VOL & COMM ENG OFFICER 375095 0 0 0 0 0 12200 0 2307 0 389602 0 0 0 BARI TALENTE EVP, ADVOCACY & HEALTHCARE ACCESS 260043 0 0 0 0 0 11055 0 54029 0 325127 0 0 0 JENNIFER LEE EVP, DEVELOPMENT 275455 0 0 0 0 0 11242 0 23297 0 309994 0 0 0 PHYLLIS ROBSHAM EVP, COMMUNITY LEADERSHIP 272256 0 0 0 0 0 10944 0 18028 0 301228 0 0 0 WHITNIE GLADDEN GENERAL COUNSEL 263740 0 0 0 0 0 8385 0 1634 0 273759 0 0 0 RON ZWERIN EVP, MKT, BRAND & COMMUNICATIONS 222551 0 0 0 0 0 9212 0 40838 0 272601 0 0 0 BRUCE BEBO EVP, RESEARCH 222487 0 0 0 0 0 9135 0 24880 0 256502 0 0 0 RONDA KRIER EVP, TECHNOLOGY 217442 0 0 0 0 0 8424 0 24522 0 250388 0 0 0 REBECCA FEHLIG EVP, OPERATIONS 211624 0 0 0 0 0 8395 0 1957 0 221976 0 0 0 KAREN MARINER EVP, MS NAVIGATOR 178806 0 0 0 0 0 7185 0 13160 0 199151 0 0 0 X 146 3207359 FMV X CRYPTO 7 1297 FMV 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF NONCASH CONTRIBUTIONS RECEIVED, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS THE VOTING MEMBERS OF THE SOCIETY SERVE ON THE DELEGATE ASSEMBLY AND ARE COMPRISED OF CHAIRS OF THE BOARDS OF TRUSTEES AND GOVERNANCE AND COMMUNITY ENGAGEMENT COMMITTEE CHAIRS FROM EACH OF THE 31 CHAPTERS OF THE NATIONAL MS SOCIETY, THE NATIONAL BOARD OF DIRECTORS, AND THE CEO ADVISORY COMMITTEE CHAIRS. FORM 990, PART VI, SECTION A, LINE 7A ELECTION OF MEMBERS AND THEIR RIGHTS ALL MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY THE DELEGATE ASSEMBLY, WHICH IS COMPRISED OF VOTING MEMBERS OF THE ORGANIZATION, AS OUTLINED IN THE BYLAWS. THE DELEGATE ASSEMBLY IS COMPRISED OF (1) THE DIRECTORS OF THE SOCIETY; (2) THE CHAIR OF THE BOARD OF TRUSTEES FOR EACH CHAPTER OF THE SOCIETY; (3) THE CHAIR OF EACH CHAPTER'S COMMUNITY ENGAGEMENT COMMITTEE; (4) THE CHAIR OF EACH CHAPTER'S GOVERNANCE COMMITTEE; AND (5) THE CHAIR OF EACH CEO ADVISORY COMMITTEE. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS SUBJECT TO APPROVAL OF MEMBERS THE DELEGATE ASSEMBLY ELECTS THE GOVERNING BODY, APPROVES ANY BY-LAW CHANGES AND APPROVES THE SOCIETY'S STRATEGIC PLAN. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 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. A MEETING OF THE AUDIT COMMITTEE IS HELD TO DISCUSS ANY EDITS, APPROVE THE REVISED FORM 990, AND APPROVE DISTRIBUTION TO THE SOCIETY BOARD OF DIRECTORS. THE SOCIETY BOARD IS GIVEN A TWO-WEEK PERIOD TO REVIEW AND COMMENT ON THE FORM 990 BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY 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 LEGAL TEAM 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, PART VI, SECTION B, LINE 15A COMPENSATION PROCESS THE COMPENSATION COMMITTEE IS COMPRISED OF AT LEAST THREE (3) INDEPENDENT BOARD MEMBERS, INCLUDING THE BOARD CHAIR. ON AN ANNUAL BASIS, THE COMMITTEE IS PROVIDED WITH COMPARABLE SALARY INFORMATION AND DATA FOR EXECUTIVE POSITIONS AT OTHER VOLUNTARY HEALTHCARE AGENCIES OF SIMILAR SIZE AND NATIONAL INFLUENCE. THIS INFORMATION IS USED TO EVALUATE THE PERFORMANCE OF AND DETERMINE ANY COMPENSATION CHANGES FOR THE PRESIDENT AND CEO AS WELL AS ENSURE THE EQUITABILTY OF SOCIETY OFFICERS. RESULTS OF THE PRESIDENT AND CEO'S COMPENSATION ARE REVIEWED WITH THE BOARD DURING EXECUTIVE SESSION. FORM 990, PART VI, LINE 17 & SCHEDULE G, PART I, LINE 3 THE SOCIETY IS REGISTERED OR LICENSED TO SOLICIT IN THE FOLLOWING STATES AND JURISDICTIONS: AL, AK, AR, CA, CO, CT, D.C., 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. THE SOCIETY ALSO SOLICITS IN THE FOLLOWING STATES, BUT THE STATE DOES NOT REQUIRE REGISTRATION OR A LICENSE: AZ, DE, ID, IN, IA, MT, NE, SD, TX, VT, WY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION THE SOCIETY'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. FORM 990, PART VII-B, THE PROFESSIONAL SERVICES FROM INDEPENDENT CONTRACTOR, MERKLE INC. MERKLE INC. SUPPORTS THE SOCIETY BY DEVELOPING STRATEGIES, SEGMENTATION PLANS, AND TACTICAL APPROACHES FOR ITS DIRECT MARKETING INITIATIVES. THESE EFFORTS ENCOMPASS FUNDRAISING AND STEWARDSHIP THROUGH VARIOUS CHANNELS SUCH AS DIRECT MAIL, EMAIL CAMPAIGNS, DIGITAL DISPLAY ADS, PAID SOCIAL MEDIA, AND SEARCH ENGINE ADVERTISING. BEYOND STRATEGIC PLANNING, MERKLE ALSO MANAGES THE EXECUTION A COMPREHENSIVE DIRECT MAIL PROGRAM, ENCOMPASSING OVER SIX ACQUISITION CAMPAIGNS EACH YEAR, MONTHLY RENEWAL MAILINGS, EMAIL COMMUNICATIONS, ACKNOWLEDGMENTS, RECEIPTS, TRIBUTES/MEMORIALS, AND TAX DOCUMENTATION FOR ALL DONORS. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN TRUST 229,862. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -130,020. FAST FORWARD LLC 733 THIRD AVENUE NEW YORK NY 100173822 261933619 RESEARCH DE -262025 1160346 NMSS SCHEDULE R, PART I DISREGARDED ENTITIES FAST FORWARD LLC ("FAST FORWARD"), A CONSOLIDATED NOT-FOR-PROFIT AFFILIATE OF THE SOCIETY, DERIVES ITS TAX EXEMPTION FROM THE 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 MS.