Civic Intelligence

National Multiple Sclerosis Society

EIN 63-0367194 • 501(c)3 • Birmingham, AL

Profile

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.

813 Shades Creek Parkway No 100-bBirmingham, AL 35209

www.nationalmssociety.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

81st percentile

0.44x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.10x

Higher debt load relative to revenue than 55% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

33rd percentile

-2.4%

Higher net margin than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

69th percentile

$106,372

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

15th percentile

-12%

Faster asset growth than 15% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

41st percentile

2.2%

Faster revenue growth than 41% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$470,098

Down $64,594 (-12%) from 2015

Liabilities

Down

$207,155

Down $21,467 (-9.4%) from 2015

Net Assets

Down

$262,943

Down $43,127 (-14%) from 2015

Revenue

Up

$2,054,892

Up $44,107 (+2.2%) from 2015

Expenses

Up

$2,104,859

Up $30,749 (+1.5%) from 2015

Net Income

Up

-$49,967

Up $13,358 (+21%) from 2015

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2010: $409,973Liabilities 2010: $330,738Net Assets 2010: $79,2352010Assets 2011: $610,454Liabilities 2011: $423,105Net Assets 2011: $187,3492011Assets 2012: $674,215Liabilities 2012: $360,195Net Assets 2012: $314,0202012Assets 2013: $720,432Liabilities 2013: $279,684Net Assets 2013: $440,7482013Assets 2014: $620,677Liabilities 2014: $240,646Net Assets 2014: $380,0312014Assets 2015: $534,692Liabilities 2015: $228,622Net Assets 2015: $306,0702015Assets 2016: $470,098Liabilities 2016: $207,155Net Assets 2016: $262,9432016

Highlighted filing

2016

Assets$470,098
Liabilities$207,155
Net Assets$262,943

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,526,6212010Expenses 2011: $1,364,8002011Revenue 2012: $1,780,806Expenses 2012: $1,654,135Net Income 2012: $126,6712012Expenses 2013: $1,822,9882013Revenue 2014: $2,022,535Expenses 2014: $2,083,252Net Income 2014: -$60,7172014Revenue 2015: $2,010,785Expenses 2015: $2,074,110Net Income 2015: -$63,3252015Revenue 2016: $2,054,892Expenses 2016: $2,104,859Net Income 2016: -$49,9672016

Highlighted filing

2016

Revenue$2,054,892
Expenses$2,104,859
Net Income-$49,967

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Feb 25, 2017
Return Version
2015v3.0
Gross Receipts
$2,402,090
Mission and Program Overview

Mission

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.

Our vision is a world free of ms.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$179,127$201,137▲ $22,010
Investments Other Securities$147,901$158,394▲ $10,493
Pledges and Grants Receivable$169,228$76,567▼ $92,661
Prepaid Expenses and Deferred Charges$18,712$20,770▲ $2,058
Land, Buildings, and Equipment, Net$16,707$13,230▼ $3,477
Total Assets$534,692$470,098▼ $64,594
Other Assets Total$3,017$0▼ $3,017
Liabilities
Accounts Payable and Accrued Expenses$212,818$162,943▼ $49,875
Deferred Revenue$15,804$44,057▲ $28,253
Other Liabilities$0$155▲ $155
Total Liabilities$228,622$207,155▼ $21,467
Net Assets / Fund Balance
Unrestricted Net Assets$299,521$260,379▼ $39,142
Temporarily Rstr Net Assets$6,549$2,564▼ $3,985
Total Net Assets Fund Balance$306,070$262,943▼ $43,127
Total Liabilities and Net Assets / Fund Balance$534,692$470,098▼ $64,594

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,648$26,763$38,411
Other Land Buildings$531$23,280$23,811
Leasehold Improvements$1,051$9,454$10,505
Other Securities$158,394--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$6,549--$3,985$2,564
2015$8,803--$2,254$6,549
2014$13,510--$4,707$8,803
2013$23,341$20,972-$30,803$13,510
2012$22,913$23,471-$23,043$23,341
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrew BellPresidentFT$98,045$8,327$106,372

Board Members and Trustees

NameTitle
George TribleChairman of the Board
Lynn LoveladyVice Chairman
Charley LongBoard Member
Christopher LeechBoard Member
Craig SnellBoard Member
Dave SmithBoard Member
Debbie KingBoard Member
Doug JonesBoard Member
Edmond HughesBoard Member
Emily RiserBoard Member
Frank McphillipsBoard Member
Hafiz ChandiwalaBoard Member
Inge JohnstoneBoard Member
John BentleyBoard Member
John DukesBoard Member
Khurram BashirBoard Member
Lee WeathersBoard Member
Mark TarrBoard Member
Marshall MorrissetteBoard Member
Mitch WhiteBoard Member
Pat WylieBoard Member
Scott CrawfordBoard Member
Shannon ClemonsBoard Member
Stacie PropstBoard Member
Steve ReedBoard Member
Terry BrownBoard Member
Thomas RockwellBoard Member
Todd LankfordBoard Member
Meredith CalhounSecretary
Trey CleggTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,049,817
Program Service Revenue
$1,116
Investment Income
$3,499
Other Revenue
$460
All Other Contributions
$307,385
Change in Net Assets
$-49,967

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,054,892
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$134,684
Total Revenue per Audited Statements
$2,189,576
Total Revenue per Form 990
$2,054,892
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,256,939
Salaries, Compensation, and Employee Benefits$774,392
Total Fundraising Expense$372,645
Grants and Similar Amounts Paid$73,528
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$851,091$47,219$12,955$911,265
Other Salaries and Wages$316,956$68,763$169,273$554,992
Current Officers, Directors, Trustees, and Key Employees$68,416$14,843$36,538$119,797
Occupancy$56,827$12,329$25,934$95,090
Grants to Domestic Individuals$73,528--$73,528
Other Employee Benefits$29,297$6,356$15,646$51,299
Payroll Taxes$27,586$5,985$14,733$48,304
Office Expenses$24,940$4,348$18,217$47,505
Travel$19,328$1,505$17,550$38,383
Fees for Services Other$25,549$2,949$9,564$38,062
Conferences and Meetings$23,170$809$12,101$36,080
Depreciation Depletion$4,036$876$2,156$7,068
Advertising$3,166$96$799$4,061
Other Expenses$1,944$357$918$3,219
Total Functional Expenses$1,561,318$170,896$372,645$2,104,859

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,232,703
Expenses per Audited Statements$2,104,859
Total Expenses per Form 990$2,104,859
Expenses Not Reported on Form 990$127,844
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$345,607
Fundraising Gross Income$345,607
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ms 150$365,872$97,131$46,600$50,531
Ms Walk$755,936$64,789$26,339$38,450
Total Events$2,088,039$345,607$345,607$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to National Multiple Sclerosis Society$155
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Chapter membership consists of all persons who are members of the society and who reside within (or who have previously resided within and have indicated that they wish to retain their membership) the chapter's territory.

Form 990, Part VI, Section A, Line 7A

The chapter holds a meeting of its members annually for the purposes of electing a board of trustees, considering any reports that may be presented, and for the transaction of such other business as may properly come before the meeting.

Form 990, Part VI, Section B, Line 11

The chapter's audit committee reviews and approves the irs form 990 and accompanying schedules prior to distribution to the entire board. A copy of the irs form 990 and accompanying schedules is provided to the entire board with a period for providing comments, edits or corrections prior to submission to the irs.

Form 990, Part VI, Section B, Line 12C

On an annual basis, chapter management reviews the conflict of interest disclosure forms filed by trustees, officers and employees for potential conflicts. Additionally, all covered persons have an ongoing duty to disclose potential conflicts to chapter management. Potential conflicts of interest are presented to the chapter's audit committee for review. Where conflicts exist, a conflict resolution report is created and the trustee, officer or employee is not allowed to participate in any vote or discussion of the disclosed matter. At the current time, no potential conflicts of interest have been identified.

Form 990, Part VI, Section B, Line 15

The compensation committee of the national board of directors is provided with internal and external salary data for the society leadership and management team - which includes the presidents. The committee provides input to the ceo on the compensation recommendations. In addition, the president's performance is evaluated annually by executive vice president, leadership and organizational development with input provided by the president review and professional development advisory committee of the chapter board of trustees.

Form 990, Part VI, Section C, Line 19

The chapter's governing documents and conflict of interest policy are available upon request. The chapter's irs form 990 and financial statements are available on the chapter's website and will also be provided in a hard copy format upon request. The organization's audit committee assumes responsibility for oversight of the audit, review, and compilation of its financial statements and selects the independent auditor. This was the practice for the current year, as well as the former year.

Filing and Contact Details

Filer

Filer Name
National Multiple Sclerosis Society
EIN
63-0367194
Phone
2058798881
Address
813 SHADES CREEK PARKWAY NO 100-B, BIRMINGHAM, AL 35209
Doing Business As
National Multiple Sclerosis Society

Signing Officer

Name
Andrew Bell
Title
Chapter President
Phone
2058798881
Signed
2017-02-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Bell
Formed
1962
Legal Domicile
Al
Voting Board Members
31
Independent Board Members
30
Employees
17
Volunteers
1,200

Preparer

Firm
Pearce Bevill Leesburg Moore Pc
Address
110 OFFICE PARK DR, BIRMINGHAM, AL 35223
Preparer
Jeff Thornton
Phone
2053235440
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The organization has not changed the oversight process or selection process during the tax year.

Financial Statement Notes

PART X, LINE 2:

Society management has analyzed the tax positions it has taken and has concluded that, as of september 30, 2016, there were no uncertain tax positions taken or are expected to be taken. Accordingly, no interest or penalties related to uncertain tax positions have been accrued in the accompanying financial statements. The chapter is subject to audits by taxing jurisdictions; however, no audits for any tax periods are currently in progress. Management believes that the chapter is no longer subject to such audits for year ended on or prior to september 30, 2012 under federal and other state tax jurisdictions.

Raw XML AppendixShowing 400 of 735 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0RESEARCH - TO MOVE US CLOSER TO A WORLD FREE OF MS, IN 2016, THE NATIONAL MULTIPLE SCLEROSIS SOCIETY INVESTED IN EXCESS OF $47.7 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 THROUGH THE ACCELERATED DISCOVERY AND COMMERCIAL DEVELOPMENT OF PROMISING RESEARCH DISCOVERIES, NEW MS THERAPIES, AND RESEARCH TOOLS - PURSUING ALL PROMISING PATHS, WHILE FOCUSING ON PRIORITY AREAS INCLUDING PROGRESSIVE MS, NERVOUS SYSTEM REPAIR, GENE/ENVIRONMENTAL RISK FACTORS AND WELLNESS AND LIFESTYLE.
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IRS990/Form990PartVIISectionAGrp/PersonNm7HAFIZ CHANDIWALA
IRS990/Form990PartVIISectionAGrp/PersonNm8SHANNON CLEMONS
IRS990/Form990PartVIISectionAGrp/PersonNm9SCOTT CRAWFORD
IRS990/Form990PartVIISectionAGrp/PersonNm10JOHN DUKES
IRS990/Form990PartVIISectionAGrp/PersonNm11EDMOND HUGHES
IRS990/Form990PartVIISectionAGrp/PersonNm12INGE JOHNSTONE
IRS990/Form990PartVIISectionAGrp/PersonNm13DOUG JONES
IRS990/Form990PartVIISectionAGrp/PersonNm14DEBBIE KING
IRS990/Form990PartVIISectionAGrp/PersonNm15TODD LANKFORD
IRS990/Form990PartVIISectionAGrp/PersonNm16CHRISTOPHER LEECH
IRS990/Form990PartVIISectionAGrp/PersonNm17CHARLEY LONG
IRS990/Form990PartVIISectionAGrp/PersonNm18FRANK MCPHILLIPS
IRS990/Form990PartVIISectionAGrp/PersonNm19MARSHALL MORRISSETTE
IRS990/Form990PartVIISectionAGrp/PersonNm20STACIE PROPST
IRS990/Form990PartVIISectionAGrp/PersonNm21STEVE REED
IRS990/Form990PartVIISectionAGrp/PersonNm22EMILY RISER
IRS990/Form990PartVIISectionAGrp/PersonNm23THOMAS ROCKWELL
IRS990/Form990PartVIISectionAGrp/PersonNm24DAVE SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm25CRAIG SNELL
IRS990/Form990PartVIISectionAGrp/PersonNm26MARK TARR
IRS990/Form990PartVIISectionAGrp/PersonNm27LEE WEATHERS
IRS990/Form990PartVIISectionAGrp/PersonNm28MITCH WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm29PAT WYLIE
IRS990/Form990PartVIISectionAGrp/PersonNm30ANDREW BELL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt24BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt25BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt26BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt27BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt28BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt29BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt30PRESIDENT
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IRS990/FormationYr01962
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IRS990/FSAuditedInd01
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/LocalChaptersInd01
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IRS990/MembersOrStockholdersInd01
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0PEOPLE AFFECTED BY MS CAN LIVE THEIR BEST LIVES AS WE STOP MS IN ITS TRACKS, RESTORE WHAT HAS BEEN LOST AND END MS FOREVER.
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IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt00
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IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/Desc1PRINTING & ARTWORK
IRS990/OtherExpensesGrp/Desc2DUES & MEMBERSHIPS
IRS990/OtherExpensesGrp/FundraisingAmt021777
IRS990/OtherExpensesGrp/FundraisingAmt114484

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