Civic Intelligence

National Multiple Sclerosis Society

EIN 95-1727656 • 501(c)3 • Los Angeles, CA

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.

5150 Goldleaf Circle No 400Los Angeles, CA 90056

www.nationalmssociety.org/CAL

Siviq Scores

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

Liabilities / Assets

58th percentile

0.19x

Higher debt load relative to assets than 58% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

38th percentile

0.09x

Higher debt load relative to revenue than 38% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

58th percentile

8.3%

Higher net margin than 58% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

53rd percentile

$137,692

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

39th percentile

0.7%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

28th percentile

-4.5%

Faster revenue growth than 28% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Up

$3,796,393

Up $26,555 (+0.7%) from 2015

Liabilities

Down

$712,544

Down $671,176 (-49%) from 2015

Net Assets

Up

$3,083,849

Up $697,731 (+29%) from 2015

Revenue

Down

$8,043,480

Down $378,137 (-4.5%) from 2015

Expenses

Down

$7,372,428

Down $1,196,736 (-14%) from 2015

Net Income

Up

$671,052

Up $818,599 (+555%) from 2015

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $5,206,253Liabilities 2010: $2,289,347Net Assets 2010: $2,916,9062010Assets 2011: $4,316,145Liabilities 2011: $1,308,486Net Assets 2011: $3,007,6592011Assets 2012: $4,397,795Liabilities 2012: $1,830,165Net Assets 2012: $2,567,6302012Assets 2013: $3,665,841Liabilities 2013: $1,560,912Net Assets 2013: $2,104,9292013Assets 2014: $4,424,450Liabilities 2014: $1,717,091Net Assets 2014: $2,707,3592014Assets 2015: $3,769,838Liabilities 2015: $1,383,720Net Assets 2015: $2,386,1182015Assets 2016: $3,796,393Liabilities 2016: $712,544Net Assets 2016: $3,083,8492016

Highlighted filing

2016

Assets$3,796,393
Liabilities$712,544
Net Assets$3,083,849

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $9,944,7062010Revenue 2011: $10,394,826Expenses 2011: $10,156,379Net Income 2011: $238,4472011Expenses 2012: $8,481,8462012Expenses 2013: $8,609,1492013Revenue 2014: $8,711,189Expenses 2014: $8,108,575Net Income 2014: $602,6142014Revenue 2015: $8,421,617Expenses 2015: $8,569,164Net Income 2015: -$147,5472015Revenue 2016: $8,043,480Expenses 2016: $7,372,428Net Income 2016: $671,0522016

Highlighted filing

2016

Revenue$8,043,480
Expenses$7,372,428
Net Income$671,052

Filings

Latest Detailed Filing

The latest 2016 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Apr 7, 2016
Return Version
2014v6.0
Gross Receipts
$11,762,774
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
Pledges and Grants Receivable$2,243,251$2,101,761▼ $141,490
Investments Other Securities$555,329$504,244▼ $51,085
Cash and Non-Interest-Bearing Accounts$983,205$471,397▼ $511,808
Prepaid Expenses and Deferred Charges$359,243$386,360▲ $27,117
Land, Buildings, and Equipment, Net$40,943$11,634▼ $29,309
Investments in Publicly Traded Securities$2,625$0▼ $2,625
Savings and Temporary Cash Investments$402$0▼ $402
Total Assets$4,424,450$3,769,838▼ $654,612
Other Assets Total$239,452$294,442▲ $54,990
Liabilities
Deferred Revenue$1,080,957$998,514▼ $82,443
Accounts Payable and Accrued Expenses$571,846$375,535▼ $196,311
Other Liabilities$64,288$9,671▼ $54,617
Total Liabilities$1,717,091$1,383,720▼ $333,371
Net Assets / Fund Balance
Temporarily Rstr Net Assets$3,399,952$3,098,605▼ $301,347
Unrestricted Net Assets$-692,593$-712,487▼ $19,894
Total Net Assets Fund Balance$2,707,359$2,386,118▼ $321,241
Total Liabilities and Net Assets / Fund Balance$4,424,450$3,769,838▼ $654,612

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,145$6,149$13,294
Other Land Buildings$2,765$4,075$6,840
Leasehold Improvements$1,724$426$2,150
Other Assets Org$188,299--
Other Securities$504,244--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan BradleyPresident Through 2/27/15FT$90,980$80,668$171,648
Denise NowackExecutive VP of ProgramsFT$136,637$12,250$148,887
Pamela ThompsonVP. Development 7/10/15FT$129,289$10,678$139,967
Kate McintoshVP of DevelopmentFT$123,913$8,119$132,032

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Op3Event FacilitatorsPO BOX 844459, Los Angeles, CA 90084$171,842
Revenue and Support

Revenue Composition

Contributions and Grants
$8,965,784
Program Service Revenue
$8,414
Investment Income
$120,067
Other Revenue
$-672,648
All Other Contributions
$4,902,468
Change in Net Assets
$-147,547

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Food Inventory3$51,777Fair Market Value
Other Non Cash Contri Table4$17,853Fair Market Value
Total Noncash Contributions7$69,630-

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,421,617
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$563,822
Total Revenue per Audited Statements
$8,985,439
Total Revenue per Form 990
$8,421,617
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,185,605
Salaries, Compensation, and Employee Benefits$2,658,506
Total Fundraising Expense$971,030
Grants and Similar Amounts Paid$725,053
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$3,997,784$385,985$48,093$4,431,862
Other Salaries and Wages$1,348,222$139,936$614,046$2,102,204
Grants to Domestic Orgs$532,588--$532,588
Occupancy$211,568$32,011$92,670$336,249
Current Officers, Directors, Trustees, and Key Employees$102,998$82,399$20,600$205,997
Grants to Domestic Individuals$192,465--$192,465
Payroll Taxes$109,777$16,610$48,084$174,471
Other Employee Benefits$91,628$12,633$40,586$144,847
Office Expenses$69,998$4,828$45,741$120,567
Fees for Services Management$58,032$3,386$10,692$72,110
Travel$38,512$3,215$10,464$52,191
Conferences and Meetings$33,199$616-$33,815
Pension Plan Contributions$20,106$1,513$9,368$30,987
Fees for Services Accounting$15,307$2,316$6,705$24,328
Fees for Services Lobbying$22,339--$22,339
Depreciation Depletion$3,860$584$1,691$6,135
Other Expenses$255$39$112$406
Total Functional Expenses$6,903,735$694,399$971,030$8,569,164

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$9,306,680
Expenses per Audited Statements$8,569,164
Total Expenses per Form 990$8,569,164
Expenses Not Reported on Form 990$737,516
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of California RegentsLos Angeles, CA501(c)(3)To Support Program Services$532,588
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,386,323
Fundraising Gross Income$713,675
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ms Walk$2,429,258$265,914$255,598$10,316
Ms Bike$1,337,313$254,300$378,285$-123,985
Total Events$4,776,991$713,675$1,386,323$-672,648
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Home Office$8,771
Due to Other Chapter$900
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 2

The following trustees have family relationships: david perren and scott perren lisa karpe and ray karpe

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 the treasurer's report of the accounts of the chapter (subject to audit and adjustment) and any other 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. 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

A compensation committee for each chapter, which is comprised of at least three but no more than five independent trustees, determines the compensation of the chapter president and other key employees. The national organization provides each chapter with internal and external salary data for the chapter president and reviews and provides input on the chapter president compensation recommendations for other key positions based upon comparable budget size and geographical location. In addition, the chapter president's performance is evaluated annually in a joint review process including the regional executive vice president and the local compensation committee of local trustees. The chapter president conducts performance evaluations for key employees and the outcome is shared with the compensation committee to inform the decisions about compensation.

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 irs form 990-t, if applicable), and financial statements are available on the chapter's website.

Filing and Contact Details

Filer

Filer Name
National Multiple Sclerosis Society
EIN
95-1727656
Phone
3104794456
Address
5150 GOLDLEAF CIRCLE NO 400, LOS ANGELES, CA 90056

Signing Officer

Name
Julie Kaufer
Title
President
Phone
3104794456
Signed
2016-04-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Kaufer
Formed
1946
Legal Domicile
CA
Voting Board Members
27
Independent Board Members
26
Employees
47
Volunteers
450

Preparer

Firm
Eks&h Lllp
Address
7979 E TUFTS AVENUE SUITE 400, DENVER, CO 80237-2521
Preparer
Dori J Eggett
Phone
3037409400
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The chapter qualifies as a charitable organization as defined by internal revenue code 501(c)(3) and, accordingly, it is exempt from federal income taxes under internal revenue code section 501(a). Additionally, since the chapter is publicly supported, contributions made to the chapter qualify for the maximum charitable contributions deduction under the internal revenue code. The chapter is also exempt from california and nevada state and los angeles city income tax. Management analyzed the tax positions taken by the chapter and concluded that, as of september 30, 2015 and 2014, there were no uncertain tax positions taken or 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 audit for any tax period is currently in progress. Management believes that the chapter is no longer subject to such audits for years ended on or prior to september 30, 2010 under federal and california and nevada state tax jurisdictions.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Special events expenses 737,516.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Special events expenses 737,516.

Raw XML AppendixShowing 400 of 802 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.

Path#Value
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IRS990/Desc0RESEARCH - TO MOVE US CLOSER TO A WORLD FREE OF MS, IN 2015, THE NATIONAL MULTIPLE SCLEROSIS SOCIETY INVESTED IN EXCESS OF $53 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.
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IRS990/Form990PartVIISectionAGrp/PersonNm1DON FRACCHIA
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IRS990/Form990PartVIISectionAGrp/PersonNm5BARRY ENGELMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6DR BARBARA GIESSER
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVID M GOLDSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm8JOYCE HENDERSON JEFFRIES
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IRS990/Form990PartVIISectionAGrp/PersonNm10RAY KARPE
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IRS990/Form990PartVIISectionAGrp/PersonNm13PHIL KEOGHAN
IRS990/Form990PartVIISectionAGrp/PersonNm14SIMPSON C SIM LEONARD JR
IRS990/Form990PartVIISectionAGrp/PersonNm15STANLEY E STAN MARON
IRS990/Form990PartVIISectionAGrp/PersonNm16LARRY MCEWEN
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2AUDIT CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT AS OF 4/27/15
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt27PRESIDENT THROUGH 2/27/15
IRS990/Form990PartVIISectionAGrp/TitleTxt28EXECUTIVE VP OF PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt29VP OF DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt30VP. DEVELOPMENT 7/10/15
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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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