Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 10-01-2011 and ending 09-30-2012
BCheck if applicable:
CName of organization
National Multiple Sclerosis Society
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
733 third avenue
 
Room/suite
City or town, state or country, and ZIP + 4
new york, NY100173288
D Employer identification number

13-5661935
E Telephone number

G Gross receipts $ 116,208,277
F Name and address of principal officer:
Cynthia Zagieboylo
733 THIRD AVENUE
NEW YORK,NY100173288
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.nmss.org
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1946
M State of legal domicile: NY
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: National Multiple Sclerosis Society (NMSS) mobilizes people and resources to drive research for a cure and to address the challenges of everyone affected by Multiple sclerosis (MS).
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a)..... 3 33
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 32
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 251
6 Total number of volunteers (estimate if necessary) .... 6 500
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 1,418,601
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b -129,499
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 94,112,574 97,248,883
9 Program service revenue (Part VIII, line 2g) ......... 305,161 864,665
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 28,827 -838,435
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 2,765,698 2,231,673
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 97,212,260 99,506,786
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 35,272,837 39,839,720
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 22,765,919 24,260,065
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 4,779,405
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet11,902,661    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 40,108,545 32,262,348
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 98,147,301 101,141,538
19 Revenue less expenses. Subtract line 18 from line 12....... -935,041 -1,634,752
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 76,020,323 78,420,407
21 Total liabilities (Part X, line 26)............. 51,558,467 53,280,149
22 Net assets or fund balances. Subtract line 21 from line 20..... 24,461,856 25,140,258
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid preparer use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
Firm's address Right pointing arrowhead image



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III .........
1
Briefly describe the organization’s mission: WE MOBILIZE PEOPLE AND RESOURCES TO DRIVE RESEARCH FOR A CURE AND TO ADDRESS THE CHALLENGES OF EVERYONE AFFECTED BY MS.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 42,157,320 including grants of $ 38,348,183 ) (Revenue $ 0 )
Research & Research fellowships - represents grants to support scientific studies or investigation plus all other costs or expenses incurred while conducting a program in which new knowledge is being sought to find cures or alleviations of multiple sclerosis.
4b (Code:   ) (Expenses $ 9,660,856 including grants of $ 1,491,537 ) (Revenue $ 328,825 )
Client and Community Services - represents programs for detecting multiple sclerosis, improving community health practices, supporting clinics, providing physicians and other healthcare providers and other assistances to individuals who have multiple sclerosis.
4c (Code:   ) (Expenses $ 25,110,098 including grants of $ 0 ) (Revenue $ 535,840 )
Services to chapters - includes the costs associated with providing support for chapter development, campaign development, fund-raising material and supplies and chapter services as provided under the related arrangements.
4d Other program services (Describe in Schedule O.)
(Expenses $ 5,576,544 including grants of $ 0 ) (Revenue $ 669,259 )
4e Total program service expensesMediumBullet$ 82,504,818
Form 990 (2011)
Form 990 (2011)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? ........
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part IIClick to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part IIIClick to see attachment........................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment....................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part IClick to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II.......... Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements.
20b
 
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II.........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV...................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV..
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
35b
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V .........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
126
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
251
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2011)
Form 990 (2011)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI .........
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
33
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
32
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ..........
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes," to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
AL , AK , AZ , AR , CA , CO , CT , DE , DC , FL , GA , HI , ID , IL , IN , IA , KS , KY , LA , ME , MD , MA , MI , MN , MS , MO , MT , NE , NV , NH , NJ , NM , NY , NC , ND , OH , OK , OR , PA , PR , RI , SC , SD , TN , TX , UT , VT , VA , WA , WV , WI , WY
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
JEFF GENTRY CFO
733 THIRD AVENUE
NEW YORK,NY100173288
(212) 476-0424
Form 990 (2011)
Form 990 (2011)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII .........
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) MINDY ALPERT
DIRECTOR
 5.0 X           0 0 0
(2) TIMOTHY L BARNES ESQ
DIRECTOR
 5.0 X           0 0 0
(3) JOHN BJORNSON
DIRECTOR
 5.0 X           0 0 0
(4) MICHAEL A BOGDONOFF ESQ
DIRECTOR
 5.0 X           0 0 0
(5) RONALD D BOIRE
DIRECTOR
 5.0 X           0 0 0
(6) DOUG COY
DIRECTOR
 5.0 X           0 0 0
(7) DANA M FOOTE
DIRECTOR
 5.0 X           0 0 0
(8) PETER A GALLIGAN
vice chair
 5.0 X   X       0 0 0
(9) LILY JUNG HENSON MD MMM FFAAN
DIRECTOR
 5.0 X           0 0 0
(10) JULIUS HOBSON
vice chair
 5.0 X   X       0 0 0
(11) MARY HUGHES MD
DIRECTOR
 5.0 X           0 0 0
(12) JULIE KAUFER
DIRECTOR
 5.0 X           0 0 0
(13) RICHARD KNUTSON
DIRECTOR
 5.0 X           0 0 0
(14) THOMAS R KUHN
DIRECTOR
 5.0 X           0 0 0
(15) FRED D LUBLIN MD
DIRECTOR
 5.0 X           0 0 0
(16) CRAIG T LYNCH
DIRECTOR
 5.0 X           0 0 0
(17) DANIEL J MESSINA PHD
DIRECTOR
 5.0 X           0 0 0
Form 990 (2011)
Form 990 (2011)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) AARON E MILLER MD
DIRECTOR
 5.0 X           0 0 0
(19) WILLIAM MONAHAN
vice chair
 5.0 X   X       0 0 0
(20) KIMBERLY PHILLIPS
DIRECTOR
 5.0 X           0 0 0
(21) DAN RATTNER
DIRECTOR
 5.0 X           0 0 0
(22) BRAD W ROBBINS
DIRECTOR
 5.0 X           0 0 0
(23) JOHN A SIMMONETTI
DIRECTOR
 5.0 X           0 0 0
(24) RICHARD B SLIFKA
DIRECTOR
 5.0 X           0 0 0
(25) Robert Sowinski
DIRECTOR
 5.0 X           0 0 0
(26) PETER G TARRICONE
DIRECTOR
 5.0 X           0 0 0
(27) Jim Tidwell
DIRECTOR
 5.0 X           0 0 0
(28) MALCOLM WATTMAN
DIRECTOR
 5.0 X           0 0 0
(29) JEFF WESSEL
DIRECTOR
 5.0 X           0 0 0
(30) ELI RUBENSTEIN
CHAIR OF BOD
 5.0 X   X       0 0 0
(31) LINDA J McALEER
SECRETARY OF BOD
 5.0 X   X       0 0 0
(32) JIM E CANTALUPO
TREASURER OF BOD
 5.0 X   X       0 0 0
(33) Cynthia Zagieboylo
PRESIDENT & CEO
 40.0 X   X       286,430 0 8,380
(34) JOYCE NELSON
FORMER PRESIDENT & CEO
 40.0     X       411,883 0 21,150
(35) JEFF GENTRY
CFO
 40.0     X       148,134 0 13,792
(36) LISA RISI
FORMER CFO
 40.0     X       213,886 0 15,607
(37) TIM COETZEE
EVP, CHIEF RESEARCH OFFICER
 40.0         X   272,003 0 32,008
(38) PAUL WEISS
COO
 40.0         X   282,730 0 9,269
(39) GRAHAM McREYNOLDS
EVP MARKETING & DEVELOPMENT
 40.0         X   256,162 0 16,051
(40) MICHAEL ELKOW
REGIONAL EVP
 40.0         X   232,839 0 30,756
(41) MARK NEAGLI
REGIONAL EVP
 40.0         X   239,094 0 21,983
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 2,343,161 0 168,996
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet50
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
Convio Inc
11400 Burmet Rd Bldg 5 Ste 200
AUSTIN,TX78752 		Fundraising Software 1,922,053
Epsilon Data Management
L2751
COLUMBUS,OH43260 		Donor Data Processin 3,304,706
Merkle Inc
PO Box 64897
BALTIMORE,MD21264 		Direct Mail 9,202,511
ACT Inc
101 Act Dr PO Box 4030
IOWA CITY,IA52243 		Scholarship Services 1,170,105
Event 360
205 N Michigan Avenue
CHICAGO,IL60601 		Event Planning 2,331,459
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet26
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a 16,080
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		97,232,803
g Noncash contributions included in lines 1a-1f:$  
h Total. Add lines 1a-1f.......MediumBullet 97,248,883
Program Service Revenue Business Code
2a CONFERENCE REGISTRATION 900,099 328,825 328,825    
b RENTAL INCOME 532,000 535,840 535,840    
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 864,665
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 193,668     193,668
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 15,524,609  
b Less: cost or other basis and sales expenses 16,556,712  
c Gain or (loss) -1,032,103  
d Net gain or (loss)..........MediumBullet -1,032,103     -1,032,103
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a 159,143
b Less: direct expenses ...b 15,330
c Net income or (loss) from fundraising events..MediumBullet 143,813   143,813
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a 171,855
b Less: cost of goods sold ..b 129,449
c Net income or (loss) from sales of inventory..MediumBullet 42,406 42,406    
Miscellaneous Revenue Business Code
11a MOMENTUM ADVERTISING 511,120 1,418,601   1,418,601  
b OTHER INCOME RECD AT NATL-NATL SYMPTOM VIDEO 900,099 2,090 2,090    
c MISCELLANEOUS REVENUE 900,099 624,763 624,763    
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 2,045,454
12 Total revenue. See Instructions....MediumBullet 99,506,786 1,533,924 1,418,601 -694,622
Form 990 (2011)
Form 990 (2011)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Check if Schedule O contains a response to any question in this Part IX. .........
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 34,966,369 34,966,369
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 1,283,537 1,283,537
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 3,589,814 3,589,814
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 782,070 668,838 94,660 18,572
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 18,791,562 16,070,841 2,274,475 446,246
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 496,127 431,600 54,080 10,447
9 Other employee benefits ....... 2,787,009 2,424,526 303,798 58,685
10 Payroll taxes ........... 1,403,297 1,220,781 152,967 29,549
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 115,556 84,853 15,820 14,883
c Accounting ........... 190,247 139,695 26,050 24,502
d Lobbying ........... 37,506 27,541 5,135 4,830
e Professional fundraising. See Part IV, line 17.. 4,779,405 4,779,405
f Investment management fees ...... 163,752 120,242 22,420 21,090
g Other .......... 2,382,794 1,749,665 326,247 306,882
12 Advertising and promotion .... 0      
13 Office expenses ....... 144,998 127,810 14,581 2,607
14 Information technology ...... 5,579,560 4,013,079 815,097 751,384
15 Royalties .. 0      
16 Occupancy ........... 2,416,558 2,168,443 212,556 35,559
17 Travel ............ 2,273,260 1,976,724 244,977 51,559
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 1,205,237 1,018,461 149,040 37,736
20 Interest ........... 0      
21 Payments to affiliates ....... 3,830,709 3,830,709 0 0
22 Depreciation, depletion, and amortization ..... 1,888,426 1,663,071 189,972 35,383
23 Insurance .............. 257,467 225,944 26,537 4,986
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a AWARD 32,686 30,870 1,394 422
b DUES AND SUBSCRIPTIONS 1,033,402 460,122 184,302 388,978
c PRINTING 5,015,543 1,508,274 794,169 2,713,100
d POSTAGE 3,661,026 974,475 601,314 2,085,237
e
f All other expenses 2,033,621 1,728,534 224,468 80,619
25 Total functional expenses. Add lines 1 through 24f 101,141,538 82,504,818 6,734,059 11,902,661
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720). 9,086,690 631,525 1,780,991 6,674,174
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 26,828,002 1 30,644,373
2 Savings and temporary cash investments ....... 4,701,753 2 4,827,660
3 Pledges and grants receivable, net ......... 511,655 3 133,416
4 Accounts receivable, net ......... 9,106,691 4 7,430,992
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 0 5 0
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L .......... 0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 247,048 8 293,599
9 Prepaid expenses and deferred charges ............ 2,999,026 9 2,175,329
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 37,082,526
b Less: accumulated depreciation. ..... 10b 32,250,806 5,329,662 10c 4,831,720
11 Investments—publicly traded securities .......... 24,459,309 11 27,159,413
12 Investments—other securities. See Part IV, line 11 ...... 1,737,950 12 801,073
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ......... 0 14 0
15 Other assets. See Part IV, line 11 ........... 99,227 15 122,832
16 Total assets. Add lines 1 through 15 (must equal line 34)... 76,020,323 16 78,420,407
Liabilities 17 Accounts payable and accrued expenses . 16,709,033 17 16,463,015
18 Grants payable .......... 34,118,322 18 36,251,123
19 Deferred revenue .......... 666,298 19 566,011
20 Tax-exempt bond liabilities .......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D..... 64,814 25 0
26 Total liabilities. Add lines 17 through 25..... 51,558,467 26 53,280,149
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 13,450,687 27 15,360,468
28 Temporarily restricted net assets ..... 7,266,336 28 6,134,957
29 Permanently restricted net assets ..... 3,744,833 29 3,644,833
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 24,461,856 33 25,140,258
34 Total liabilities and net assets/fund balances ..... 76,020,323 34 78,420,407
Form 990 (2011)
Form 990 (2011)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI .........
1
Total revenue (must equal Part VIII, column (A), line 12) ...
1
99,506,786
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
101,141,538
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
-1,634,752
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
24,461,856
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
2,313,154
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) ....
6
25,140,258
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII .........
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?....
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. ...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2011)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
National Multiple Sclerosis Society
 
Employer identification number

13-5661935
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
No
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
No
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
No
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 103,431,903 88,974,301 99,033,988 94,112,574 97,248,883 482,801,649
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3.. 103,431,903 88,974,301 99,033,988 94,112,574 97,248,883 482,801,649
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.           482,801,649
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
7 Amounts from line 4.. 103,431,903 88,974,301 99,033,988 94,112,574 97,248,883 482,801,649
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 684,444 86,935 799,703 28,827 193,668 1,793,577
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 36,673 0 1,065,424 1,040,132 1,418,601 3,560,830
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets.. 1,930,407 634,346 663,126 1,725,566 669,259 5,622,704
11 Total support (Add lines 7 through 10).           493,778,760
12
12
6,618,861
13
Section C. Computation of Public Support Percentage
14
14
97.777 %
15
15
97.756 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
If the organization answered “Yes” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
National Multiple Sclerosis Society
 
Employer identification number

13-5661935
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2011

Schedule C (Form 990 or 990-EZ) 2011
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check expenses, and share of excess lobbying expenditures).
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) Total
             
2a Lobbying non-taxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		         
             
c Total lobbying expenditures          
             
d Grassroots nontaxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		          
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2011


Schedule C (Form 990 or 990-EZ) 2011
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
Yes
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
Yes
 
336,370
e
Publications, or published or broadcast statements? .......................
Yes
 
14,416
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
320,080
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
Yes
 
312,941
i
Other activities? ..........................
 
No
 
j
Total. Add lines 1c through 1i ...............................
983,807
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2 are answered “No” OR (b) Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, Part II-A; line 5; and Part ll-B, line 1.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
Form 990, Schedule C, Part II-B   MS activism drives change in public policies to bring positive impact for people affected by MS. Together on the frontline, the National MS Society and MS activists nationwide share the stories of those living with MS, connect with decision makers, work with like-minded partners and create systems change to impact the greatest number of people possible. To make this work possible, the National MS Society's home office and chapters work in partnership. In Washington, DC, the Society's Advocacy Department, also referred to as the public policy office, guides our federal policy priorities. State and local activism priorities are determined by both an organizational process and by advocacy staff and government relations volunteers with our 50-state chapter network. Federal Advocacy. The advocacy department is a component of our home office and carries the primary responsibility for federal advocacy, with guidance from the society's federal activism council and input from other interested society members and partners. This office conducts legislative and regulatory issue research on pending issues, sets priorities, develops positions and advocacy strategies for key priority issues, monitors the progress of important bills and proposed regulations, communicates this information to the chapters and MS activists, and manages the advocacy action required to support or oppose various matters. Each spring, the department hosts the national MS society public policy conference in Washington, DC. For the participating chapter volunteers and staff, the conference provides background information on important federal issues, as well as training in advocacy techniques. One of the annual highlights is when conference participants visit their elected federal legislators to gain support for the society's priority issues. The conference is an excellent opportunity for volunteers and chapter staff to engage as ms activists. The Washington, dc office also follows activity in the executive branch agencies that have jurisdiction over important health policy issues. In the federal executive branch, we closely watch any recommendations from the white house on our issues. In addition, we monitor activity in the following departments and programs: department of health and human services (national institutes of Health, Medicare and Medicaid), the social security administration, the food and drug administration (critical path initiatives), and the justice department (equal employment opportunity commission and other offices enforcing the Americans with disabilities act).
Schedule C (Form 990 or 990EZ) 2011

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
National Multiple Sclerosis Society
 
Employer identification number

13-5661935
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958), relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 2,797,983 2,559,985 2,449,604 2,393,545
b Contributions ........   250,000    
c Net investment earnings, gains, and losses ... 366,190 -12,002 250,381 56,059
d Grants or scholarships .....        
e Other expenditures for facilities
and programs ........ 		100,000   140,000  
f Administrative expenses ....        
g End of year balance ...... 3,064,173 2,797,983 2,559,985 2,449,604
2
Provide the estimated percentage of the year end balance (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet100.000 %
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............   2,315,455 1,268,039 1,047,416
d Equipment ................   33,258,933 30,010,470 3,248,463
e Other .................   1,508,138 972,297 535,841
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 4,831,720
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Book value
Federal Income Taxes 0








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 0
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 99,506,786
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 101,141,538
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 -1,634,752
4 Net unrealized gains (losses) on investments .......................... 4 2,313,154
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV.) ................................. 8  
9 Total adjustments (net). Add lines 4 through 8 ......................... 9 2,313,154
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 678,402
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 106,138,910
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 2,313,154
b Donated services and use of facilities ......... 2b 4,467,391
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d ..................... 2e 6,780,545
3 Subtract line 2e from line 1..................... 3 99,358,365
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 163,751
b Other (Describe in Part XIV.) ........... 4b -15,330
c Add lines 4a and 4b....................... 4c 148,421
5 Total Revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 99,506,786
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 105,460,508
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 4,467,391
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV.) ............ 2d 15,330
e Add lines 2a through 2d...................... 2e 4,482,721
3 Subtract line 2e from line 1..................... 3 100,977,787
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 163,751
b Other (Describe in Part XIV.) ............ 4b  
c Add lines 4a and 4b....................... 4c 163,751
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 101,141,538
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
Schdeule D, 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 and capital purposes.
Schedule D, Part X, Line 2   Society management has analyzed the tax positions it has taken and has concluded that, as of September 30, 2012, 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 consolidated financial statements. National Headquarters is subject to audits by taxing jurisdictions; however, no audits for any tax periods are currently in progress. Management believes that the National Headquarters is no longer subject to such audits for years ended on or prior to September 30, 2008 under federal and other state tax jurisdictions.
Form 990, Schedule D, Part XII, Line 2b and Part XIII, Line 2a   Donated services: $403,920 Donated public service announcements: $4,063,471 Total donated services: $4,467,391
Form 990, Schedule D, Part XII 4b and Part XIII, Line 2d   HAWAII CHAPTER SPECIAL EVENT Direct expenses: $15,330
Schedule D (Form 990) 2011

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
National Multiple Sclerosis Society
 
Employer identification number

13-5661935
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants
and other assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ..............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other
assistance outside the United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total
expenditures for region/investments
in region
Europe (Including Iceland and Greenland) 0 0 Grantmaking n/a 2,371,183
East Asia and the Pacific 0 0 Grantmaking n/a 592,438
North America 0 0 Grantmaking n/a 488,712
South America 0 0 Grantmaking n/a 137,481
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 3,589,814
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 0 0 3,589,814
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
East Asia/Pacific   170,185 check   n/a ACCRUAL
East Asia/Pacific Research 174,753 check   n/a ACCRUAL
East Asia/Pacific Fast Forward 247,500 check   n/a ACCRUAL
Europe/Iceland/Greenland research 91,474 check   n/a ACCRUAL
Europe/Iceland/Greenland Research 19,275 check   n/a ACCRUAL
Europe/Iceland/Greenland Fast Forward 282,000 check   n/a ACCRUAL
Europe/Iceland/Greenland Research 153,496 check   n/a ACCRUAL
Europe/Iceland/Greenland Research 40,000 check   n/a ACCRUAL
Europe/Iceland/Greenland Research 69,000 check   n/a ACCRUAL
Europe/Iceland/Greenland Research 39,953 check   n/a ACCRUAL
Europe/Iceland/Greenland Fast Forward 239,085 check   n/a ACCRUAL
Europe/Iceland/Greenland Research 134,746 check   n/a ACCRUAL
Europe/Iceland/Greenland Research 175,000 check   n/a ACCRUAL
Europe/Iceland/Greenland Research 283,286 check   n/a ACCRUAL
Europe/Iceland/Greenland Research 581,693 check   n/a ACCRUAL
Europe/Iceland/Greenland Fast Forward 120,000 check   n/a ACCRUAL
Middle East/North Africa Fast Forward 142,176 check   n/a ACCRUAL
North America Research 147,737 check   n/a ACCRUAL
North America Research 190,975 check   n/a ACCRUAL
North America Research 150,000 check   n/a ACCRUAL
South America Research 137,480 check   n/a ACCRUAL
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
21
3
Enter total number of other organizations or entities ........................MediumBullet
0
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 5
Part V
Supplemental Information
Complete this part to provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
Identifier ReturnReference Explanation
Form 990, Schedule F, Part I, Line 2   The 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 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 provided.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2011
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,or if the organization entered more than $15,000 on Form 990-EZ, line 6a.right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
National Multiple Sclerosis Society
 
Employer identification number

13-5661935
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
Merkle Donor Data base manage   No   1,974,096  
Infocision Telemarketi   No   473,850  
Event 360 Event Plan   No   2,331,459  
Total .................right arrow   4,779,405  
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2011
Schedule G (Form 990 or 990-EZ) 2011
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

MS BIKE
(event type) 		(b) Event #2

MS WALKS
(event type) 		(c) Other Events

1
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 41,956 81,567 35,620 159,143
2 Less: Charitable
contributions . . . 		       
3 Gross income (line 1
minus line 2) . . . 		41,956 81,567 35,620 159,143
VerticalDirectExpenses 4 Cash prizes . . .        
5 Non-cash prizes . . 2,034 483 4,110 6,627
6 Rent/facility costs . . 1,594 64   1,658
7 Food and beverages . .   682 5,018 5,700
8 Entertainment . . .     157 157
9 Other direct expenses .   1,188   1,188
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 15,330
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow 143,813
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
Schedule G (Form 990 or 990-EZ) 2011
Schedule G (Form 990 or 990-EZ) 2011
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
Part I-Line 2B   The society used Merkle, Infocision, and Blackbaud on all the majority of its direct mail campaigns in FY 2012. These campaigns raised $16,976,905 in revenue for FY 2012.
Schedule G (Form 990 or 990-EZ) 2011
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
National Multiple Sclerosis Society
 
Employer identification number
13-5661935
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) Abt Associates Inc55 Wheeler St
Cambridge,MA02138 		04-2347643   424,375       Research Grant
(2) Albert Einstein College of Medicine1300 Morris Park Ave
New York,NY10461 		20-4933752 501(c)(3) 195,756       Research Grant
(3) Alzheimers Drug Discovery Foundation57 West 57th St
New York,NY10019 		20-1082179 501(c)(3) 40,000       Research Grant
(4) Baylor College of MedicineOne Baylor Plaza
Houston,TX77030 		74-1613878 501(c)(3) 432,620       Research Grant
(5) Benaroya Research Institute1201 9th Ave
Seattle,WA98101 		91-0653422 501(c)(3) 191,668       Research Grant
(6) Beth Israel Deaconess Medical Center330 Brookline Ave
Boston,MA02215 		42-1038811 501(c)(3) 94,392       Research Grant
(7) BloodCenter of Wisconsin8278 Watertown Plank Rd
Milwaukee,WI53201 		39-0807235 501(c)(3) 318,337       Research Grant
(8) Brentwood Biomedical Research Institute11301 Wilshire Blvd
Los Angeles,CA90073 		95-4183712 501(c)(3) 280,863       Research Grant
(9) Brigham and Women's Hospital45 Francis St
Boston,MA02115 		04-2312909 501(c)(3) 2,326,648       Research Grant
(10) Brown University164 Angell St
Providence,RI02912 		05-0258809 501(c)(3) 343,449       Research Grant
(11) Buffalo General Hospital55 Fruit Street
Boston,MA02114 		04-1564655 501(c)(3) 94,952       Research Grant
(12) Case Western Reserve University10900 Euclid Ave
Cleveland,OH44106 		34-1018992 501(c)(3) 316,200       Research Grant
(13) Cedars-Sinai Medical Center8700 Beverly Blvd
Los Angeles,CA90048 		95-1644600 501(c)(3) 300,542       Research Grant
(14) Center for Social Innovation189 Wells Ave
Newton Centre,MA02459 		87-0763049   36,725       Research Grant
(15) Children's Hospital of PA34th St Civic Center Blvd
Philadelphia,PA19104 		23-1352166 501(c)(3) 207,000       Research Grant
(16) Cleveland Clinic FoundationOffice of Grants Contracts
Cleveland,OH44193 		91-2153073 501(c)(3) 1,129,385       Research Grant
(17) Columbia University615 W 131 St
New York,NY10027 		13-5998093 501(c)(3) 44,000       Research Grant
(18) Cornell University Medical College1300 York Ave
New York,NY10021 		13-1623978 501(c)(3) 204,569       Research Grant
(19) Critical Path Institute1730 E River Rd
Tucson,AZ85718 		20-1991334 501(c)(3) 652,500       Research Grant
(20) Dana Farber Cancer Institute44 Binney St
Boston,MA02115 		04-2263040 501(c)(3) 57,114       Research Grant
(21) Dartmouth Medical School11 Rope Ferry Rd
Hanover,NH03755 		02-0222111 501(c)(3) 74,250       Research Grant
(22) Drexel University3141 Chestnut St
Philadelphia,PA19104 		23-1352630 501(c)(3) 196,647       Research Grant
(23) Duke University Medical Center200 Trent Dr
Durham,NC27710 		56-0532129 501(c)(3) 179,518       Research Grant
(24) Emory University201 Dowman Drive
Atlanta,GA30322 		58-0566256 501(c)(3) 221,448       Research Grant
(25) Fred Hutchinson Cancer Research CenterPO Box 19024
Seattle,WA98109 		23-7156071 501(c)(3) 56,251       Research Grant
(26) Georgetown University Medical Center3800 Reservoir Rd NW
Washington,DC20007 		53-0196603 501(c)(3) 83,878       Research Grant
(27) Georgia Health Sciences University1120 15th S
Augusta,GA30912 		58-6002053 501(c)(3) 137,388       Research Grant
(28) Harvard Medical School1350 Massachusetts Ave
Cambridge,MA02138 		04-2103580 501(c)(3) 52,434       Research Grant
(29) Harvard School of Public Health677 Huntington Ave
Boston,MA02115 		42-1035800 501(c)(3) 99,947       Research Grant
(30) Harvard University1350 Massachusetts Ave
Cambridge,MA02138 		42-1035800 501(c)(3) 155,605       Research Grant
(31) Henry Ford Health Sciences Center2799 W Grand Boulevard
Detriot,MI48202 		38-1357020 501(c)(3) 210,438       Research Grant
(32) Henry M Jackson Foundation1401 Rockville Pike
Rockville,MD20852 		52-1317896 501(c)(3) 192,573       Research Grant
(33) Johns Hopkins University1101 E 33rd St Suite D200
Baltimore,MD21218 		52-0595110 501(c)(3) 1,552,468       Research Grant
(34) Kaiser Foundation Hospitals1800 Harrison St 16th Fl
Oakland,CA94612 		94-1105628 501(c)(3) 167,136       Research Grant
(35) Kessler Foundation Research Center300 Executive Dr Suite 150
West Orange,NJ07052 		76-0637670 501(c)(3) 182,373       Research Grant
(36) Louisiana State University Health Sciences Center433 Bolivar St
New Orleans,LA70112 		72-6087770 501(c)(3) 159,534       Research Grant
(37) Massachusetts General Hospital50 Staniford St Suite 1001
Boston,MA02114 		04-1564655 501(c)(3) 121,231       Research Grant
(38) Mayo Clinic College of Medicine200 First St SW
Rochester,MN55905 		41-1937751 501(c)(3) 207,140       Research Grant
(39) Mayo Clinic Scottsdale13400 East Shea Blvd
Scootsdale,AZ85259 		86-0800150 501(c)(3) 183,784       Research Grant
(40) MD Anderson Cancer Center1515 Holcombe Boulevard
Houston,TX77030 		74-6001118 501(c)(3) 39,039       Research Grant
(41) Mississippi State University75 B S Hood Rd
Mississippi State,MS39762 		64-6000819 501(c)(3) 63,850       Research Grant
(42) Mount Sinai School of Medicine185 S Orange Ave MSB F607D
Newark,NJ07103 		13-6171197 501(c)(3) 308,263       Research Grant
(43) National Cancer Institute National Institutes of9609 Medical Center Dr
Bethesda,MD20892 		52-0858115 501(c)(3) 44,000       Research Grant
(44) New York University70 Washington Sq So
ny,NY10012 		13-5562308 501(c)(3) 617,751       Research Grant
(45) New York University Medical Center1 Park Ave
New York,NY10016 		13-5562308 501(c)(3) 221,607       Research Grant
(46) Northwestern University633 Clark St Crown Room G-547
Evanston,IL60208 		36-2167817 501(c)(3) 789,478       Research Grant
(47) Ohio State University1960 Kenny Rd 4th Fl
Columbus,OH43210 		31-6025986 501(c)(3) 439,404       Research Grant
(48) Oregon Health & Science University2525 SW First Ave Suite 220
Portland,OR97201 		93-1176109 501(c)(3) 408,076       Research Grant
(49) Pennsylvania State University408 Old Main
University Pk,PA16802 		24-6000376 501(c)(3) 42,835       Research Grant
(50) Purdue University401 S Grant St
West Lafayette,IN47907 		35-6002041 501(c)(3) 175,598       Research Grant
(51) RTI International1440 Main St Suite 310
Waltham,MA02451 		56-0686338 501(c)(3) 122,748       Research Grant
(52) Rush University Medical Center1700 W Van Buren
Chicago,IL60612 		36-2174823 501(c)(3) 182,045       Research Grant
(53) St Jude Children's Research Hospital332 N Lauderdale
Memphis,TN38105 		62-0646012 501(c)(3) 220,000       Research Grant
(54) St Louis University3700 W Pine Mall Fusz memorial Ha
St Louis,MO63108 		43-0654872 501(c)(3) 103,125       Research Grant
(55) Stanford University326 Galvez St
Stanford,CA94305 		94-1156365 501(c)(3) 516,906       Research Grant
(56) Stanford University Medical Center3172 Porter Dr
Palo Alto,CA94304 		94-1156365 501(c)(3) 165,412       Research Grant
(57) State University of New York at Stony BrookW5510 Melville Library
Stony Brook,NY11794 		11-6077945 501(c)(3) 188,580       Research Grant
(58) Texas A&M University3578 Texas AM University
College Station,TX77843 		74-1464577 501(c)(3) 186,745       Research Grant
(59) The Burnham Institute10901 N Torrey Pines Rd
La Jolla,CA92037 		51-0197108 501(c)(3) 188,570       Research Grant
(60) The Children's National Medical Center111 Michigan Ave NW Room 5340
Washington,DC20010 		52-1640403 501(c)(3) 179,192       Research Grant
(61) The J David Gladstone InstitutesGrants Contracts Officer
San Francisco,CA94158 		23-7203666 501(c)(3) 52,587       Research Grant
(62) The Research Foundation of SUNY80 Maiden LN
Albany,NY12201 		14-1368361 501(c)(3) 234,928       Research Grant
(63) The Salk Institute for Biological Studies10010 N Torrey Pines Rd
San Diego,CA92037 		95-2160097 501(c)(3) 44,000       Research Grant
(64) The Scripps Research Institute10550 N Torrey Pines Rd
La Jolla,CA92037 		33-0435954 501(c)(3) 39,039       Research Grant
(65) The University of IowaJessup Hall
Iowa City,IA52242 		42-0796760 501(c)(3) 83,477       Research Grant
(66) The University of Tennessee1331 Circle Park Dr
Knoxville,TN37916 		62-6001636 501(c)(3) 44,000       Research Grant
(67) The University of Texas Southwestern Medical Cente5323 Harry Hines Blvd
Dallas,TX75235 		75-6002868 501(c)(3) 315,068       Research Grant
(68) Trustees of Dartmouth College11 Rope Ferry Rd 6120
Hanover,NH03775 		02-0222111 501(c)(3) 371,413       Research Grant
(69) UMDNJ-New Jersey Medical School65 Bergen St SSB 5th Fl Room 550
Newark,NJ07103 		22-1775306 501(c)(3) 44,000       Research Grant
(70) Univ of Texas Health Science Center Houston6431 Fannin St Suite 7044
Houston,TX77030 		74-1761309 501(c)(3) 152,646       Research Grant
(71) University of Alabama at Birmingham701 20th St S AB 1170
Birmingham,AL35294 		63-6005396 501(c)(3) 575,413       Research Grant
(72) University of Arkansas for Medical Sciences4301 W Markham St
Little Rock,AR72205 		71-6046242 501(c)(3) 207,060       Research Grant
(73) University of California Irvine111 Academy Way Suite 210
Irvine,CA92697 		95-2226406 501(c)(3) 236,060       Research Grant
(74) University of California San Diego-M9500 Gilman Dr
La Jolla,CA92093 		95-2544535 501(c)(3) 68,383       Research Grant
(75) University of California Berkeley481 University Hall
Berkeley,CA94720 		94-6002123 501(c)(3) 36,357       Research Grant
(76) University of California Davis1441 Research Park Dr
Davis,CA95616 		94-6036494 501(c)(3) 307,040       Research Grant
(77) University of California Los Angeles-M405 Hilgard Ave
Los Angeles,CA90095 		95-6006143 501(c)(3) 842,242       Research Grant
(78) University of California Riverside900 University Ave
Riverside,CA92521 		95-6006142 501(c)(3) 44,000       Research Grant
(79) University of California San Francisco1855 Folsom St
San Francisco,CA94143 		94-6036493 501(c)(3) 1,517,398       Research Grant
(80) University of Chicago970 East 58th St
Chicago,IL60637 		36-2177139 501(c)(3) 269,755       Research Grant
(81) University of Colorado DenverPO Box 6508
Aurora,CO80045 		84-6000555 501(c)(3) 649,576       Research Grant
(82) University of Connecticut115 N Eagleville Rd
Storrs,CT06269 		06-0772160 501(c)(3) 34,375       Research Grant
(83) University of Connecticut Health Center263 Farmington Avenue
Farmington,CT06030 		23-7187838 501(c)(3) 819,912       Research Grant
(84) University of Illinois901 West Illinois Street
Urbana,IL61801 		37-6000511 501(c)(3) 348,387       Research Grant
(85) University of Illinois at Chicago-M700 S Halsted St
Chicago,IL60607 		37-6000511 501(c)(3) 441,468       Research Grant
(86) University of Illinois at Urbana-Champaign901 West Illinois Street
Urbana,IL61801 		37-6000511 501(c)(3) 482,818       Research Grant
(87) University of Kentucky109 Kinkead Hall
Lexington,KY40506 		61-6033693 501(c)(3) 31,119       Research Grant
(88) University of Maryland737 West Lombard Street
Baltimore,MD21203 		52-6002033 501(c)(3) 165,000       Research Grant
(89) University of Maryland at Baltimore22 S Greene St
Baltimore,MD21201 		52-6002033 501(c)(3) 89,412       Research Grant
(90) University of Medicine and Dentistry of New Jersey335 George Street
New Brunswick,NJ08903 		22-1775306 501(c)(3) 649,841       Research Grant
(91) University of Miami1320 S Dixie Hwy
Coral Gables,FL33146 		59-0624458 501(c)(3) 197,855       Research Grant
(92) University of Michigan3003 South State Street
Ann Arbor,MI48109 		38-6006309 501(c)(3) 236,538       Research Grant
(93) University of Minnesota1300 South 2nd Street
Minneapolis,MN55454 		41-6007513 501(c)(3) 328,174       Research Grant
(94) University of Missouri - Kansas City5100 Rockhill Road
Kansas City,MO64110 		43-6003859 501(c)(3) 149,095       Research Grant
(95) University of North Carolina at Chapel Hill220 E Cameron Ave
Chapel Hill,NC27514 		56-6001393 501(c)(3) 970,733       Research Grant
(96) University of Pennsylvania3451 Walnut Street Franklin Buildi
Philadelphia,PA19104 		31-1538725 501(c)(3) 451,326       Research Grant
(97) University of Rochester500 Wilson Blvd
Rochester,NY14627 		16-0743209 501(c)(3) 170,809       Research Grant
(98) University of Rochester Medical Center518 Hylan Bldg Box 270140
Rochester,NY14627 		16-0743209 501(c)(3) 213,748       Research Grant
(99) University of Southern CaliforniaContracts and Grants
Los Angeles,CA90033 		57-6001153 501(c)(3) 198,575       Research Grant
(100) University of Utah201 Presidents Cir
Salt Lake City,UT84112 		87-6000525 501(c)(3) 570,626       Research Grant
(101) University of Washington4333 Brooklyn Ave NE Box 359472
Seattle,WA98195 		91-6001537 501(c)(3) 60,168       Research Grant
(102) University of WisconsinResearch Sponsored Programs
Madison,WI53715 		39-6006492 501(c)(3) 44,000       Research Grant
(103) Universtiy of California San Francisco (UCSF)1855 Folsom Street
San Francisco,CA94143 		94-6036493 501(c)(3) 551,124       Research Grant
(104) UT Southwestern Medical Center at Dallas5323 Harry Hines Boulevard PO Box
Dallas,TX75284 		74-1761309 501(c)(3) 392,524       Research Grant
(105) Vanderbilt University Medical Center2201 West End Ave
Nashville,TN37235 		62-0476822 501(c)(3) 100,000       Research Grant
(106) Veterans Administration Medical CenterPO Box 69539
Portland,OR97239 		94-3090170 501(c)(3) 42,000       Research Grant
(107) Virginia Commonwealth University1111 W Broad St
Richmond,VA23220 		54-0757884 501(c)(3) 44,000       Research Grant
(108) Washington University School of Medicine700 Rosedale Avenue
Saint Louis,MO63112 		23-7060605 501(c)(3) 1,614,438       Research Grant
(109) Wayne State University5057 Woodward Avenue Suite 13202
Detroit,MI48202 		38-6028429 501(c)(3) 356,404       Research Grant
(110) Yale University School of Medicine333 Cedar St
New Haven,CT06510 		06-0646973 501(c)(3) 626,282       Research Grant
(111) Concert Pharmaceuticals Inc99 Hayden Avenue Suite 500
Lexington,MA02421 		20-4839882   705,000       Fast Forward-Domestic
(112) Athersys Inc3201 Carnegie Avenue
Cleveland,OH44115 		20-4864095   305,000       Fast Forward-Domestic
(113) Lineagen Inc423 Wakara Way Suite 200
Salt Lake City,UT84108 		20-4508128   280,000       Fast Forward-Domestic
(114) DioGenix Inc50 West Watkins Mill Road
Gaithersburg,MD20879 		26-1414582   250,000       Fast Forward-Domestic
(115) The J David Gladstone InstitutesGrants and Contracts Officer
San Francisco,CA94158 		23-7203666 501(c)(3) 128,690       Fast Forward-Domestic
(116) University of California9500 Gilman Dr
La Jolla,CA92093 		94-6006143 501(c)(3) 67,285       Fast Forward-Domestic
(117) University of Miami1320 S Dixie Hwy
Coral Gables,FL33146 		59-0624458 501(c)(3) 185,000       Fast Forward-Domestic
(118) Acadia3911 Sorrento Valley Blvd
San Diego,CA92121 		61-3766510   54,538       Fast Forward-Domestic
(119) Ezose25 Riverside Drive
Pine Brook,NJ07058 		26-4390281   150,000       Fast Forward-Domestic
(120) Oregon Health & Science University2525 SW First Avenue Suite 220
Portland,OR97201 		93-1176109 501(c)(3) 27,980       Fast Forward-Domestic
(121) The Medical Foundation of No Carolina880 Martin Luther King Jr Blvd
Chapel Hill,NC27514 		56-6057494 501(c)(3) 10,000       Clinical Grant
(122) Neuroscience Institute NWIN Methodist Hospital 200 E 89th
Merrilville,IN46410 		35-0868133 501(c)(3) 22,000       Clinical Grant
(123) NY University School of Medicine545 1st Ave GBH-SCL-47
New York,NY10016 		13-5562308 501(c)(3) 44,000       Clinical Grant
(124) Mt Sinai School of MedicineOne Gustave L Levy Place
New York,NY10029 		13-6171197 501(c)(3) 44,000       Clinical Grant
(125) West County Multiple Sclerosis Center1176 Town Country Commons
Chesterfield,MO63017 		27-0067529 501(c)(3) 44,000       Clinical Grant
(126) Johns Hopkins University1101 E 33rd Street
Baltimore,MD21218 		52-0595110 501(c)(3) 44,000       Clinical Grant
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
118
3
Enter total number of other organizations listed in the line 1 table ......................... . Bullet Image
8
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2011

Schedule I (Form 990) 2011
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) Scholarships 664 1,163,425   FMV N/A
(2) Stepping Stones Patient Assistance 101 105,112   FMV N/A
(3) Clinical Grant 1 15,000   FMV n/a









Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
Form 990, Schedule I, Part I, Line 2   The society utilized a volunteer committee of renowned scientists and neurolYgists to select research grants for funding in the U.S. and abroad all grantees are required 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 disbursed to grantees.
Schedule I (Form 990) 2011


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
National Multiple Sclerosis Society
 
Employer identification number

13-5661935
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
 
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) Cynthia Zagieboylo (i)
(ii)		 286,430
0 		0
0 		0
0 		7,350
0 		1,030
0 		294,810
0 		0
0
(2) JOYCE NELSON (i)
(ii)		 411,883
0 		0
0 		0
0 		7,350
0 		13,800
0 		433,033
0 		0
0
(3) JEFF GENTRY (i)
(ii)		 148,134
0 		0
0 		0
0 		4,588
0 		9,204
0 		161,926
0 		0
0
(4) LISA RISI (i)
(ii)		 213,886
0 		0
0 		0
0 		6,299
0 		9,308
0 		229,493
0 		0
0
(5) TIM COETZEE (i)
(ii)		 272,003
0 		0
0 		0
0 		7,350
0 		24,658
0 		304,011
0 		0
0
(6) PAUL WEISS (i)
(ii)		 282,730
0 		0
0 		0
0 		7,350
0 		1,919
0 		291,999
0 		0
0
(7) GRAHAM McREYNOLDS (i)
(ii)		 256,162
0 		0
0 		0
0 		7,350
0 		8,701
0 		272,213
0 		0
0
(8) MICHAEL ELKOW (i)
(ii)		 232,839
0 		0
0 		0
0 		6,990
0 		23,766
0 		263,595
0 		0
0
(9) MARK NEAGLI (i)
(ii)		 239,094
0 		0
0 		0
0 		7,048
0 		14,935
0 		261,077
0 		0
0







Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule J (Form 990) 2011

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
National Multiple Sclerosis Society
 
Employer identification number

13-5661935
Identifier Return Reference Explanation
Form 990, Part III, Line 4d   Public Education represents programs conducted for the purpose of informing and alerting the general public about multiple sclerosis and its effects, the distribution of literature and other materials designed to increase the public's awareness and knowledge about this disease, including complexity and variety of symptoms or physical conditions, plus all other costs or expenses which directly relate to the performance of health educational service. Professional Education and Training represents activities or programs designed to improve the knowledge, skills and critical judgment of physicians and other healthcare professionals engaged (directly or indirectly) in providing client services by keeping them abreast of new diagnostic techniques, therapies, etc.
Form 990, Part VI, Line 7b   The delegate assembly elects Governing Body, approves any by-law changes and approves the strategic response.
Form 990, Part VI, Line 11b   THE IRS FORM 990 AND ACCOMPANYING SCHEDULES are PROVIDED TO THE AUDIT COMMITTEE MEMBERS FOR REVIEW, COMMENTS,CORRECTIONS AND EDITS. THE REVIEW COMMENTS OF THE AUDIT COMMITTEE ARE INCORPORATED INTO THE IRS FORM 990 BY THE VICE PRESIDENT FINANCE. A MEETING OF THE AUDIT COMMITTEE IS HELD TO APPROVE THE IRS FORM 990, AND TO APPROVE DISTRIBUTION TO THE ENTIRE NATIONAL MULTIPLE SCLEROSIS SOCIETY BOARD OF DIRECTORS. THE BOARD OF DIRECTORS ARE GIVEN A PERIOD OF TIME TO REVIEW BEFORE AND COMMENT THE IRS FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE.
Form 990, Part VI, Line 12c   ALL STAFF AND MEMBERS OF THE NATIONAL MULTIPLE SCLEROSIS SOCIETY BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST SURVEY. THE SURVEYS ARE REVIEWED BY THE CHIEF LEGAL OFFICER FOR POTENTIAL CONFLICTS. ON A QUARTERLY BASIS, THE CHIEF LEGAL OFFICER PRESENTS ALL EXISTING CONFLICTS TO THE AUDIT COMMITTEE FOR REVIEW. WHERE CONFLICTS EXIST, THE BOARD MEMBER, TRUSTEE, OFFICER, OR EMPLOYEE ARE NOT ALLOWED TO PARTICIPATE IN ANY VOTE AND TRANSACTIONS ARE SUBJECT TO BIDDING. AS OF SEPTERMBER 30, 2012, NO CONFLICTS HAVE BEEN IDENTIFIED.
Form 990, Part VI, Line 15a and 15b   THE COMPENSATION COMMITTEE WHICH IS COMPRISED OF AT LEAST THREE (3) INDEPENDENT BOARD MEMBERS DETERMINES THE COMPENSATION OF THE PRESIDENT & CEO AND ALL OTHER KEY EMPLOYEES. THE COMMITTEE IS PROVIDED WITH COMPARABLE SALARY INFORMATION DATA FOR ALL POSTIONS AT OTHER VOLUNTARY HEALTH CARE AGENCIES OF SIMILAR BUDGET SIZE(S) AND NATIONAL INFLUENCE. THE PRESIDENT & CEO'S PERFORMANCE IS EVALUATED ON AN ANNUAL BASIS BY THE MEMBERS OF THE COMPENSATION COMMITTEE. THE PRESIDENT & CEO, OR HER DESIGNEE CONDUCT PERFORMANCE EVALUATIONS FOR THE OTHER KEY EMPLOYEES. THE OUTCOME OF THESE EVALUATIONS IS SHARED WITH THE COMPENSATION COMMITTEE TO HELP INFORM THEIR DECISIONS ABOUT COMPENSATION.
Form 990, 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 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST.
Form 990 Part X, line 12   Fast Forward Warrants $801,073-FMV
Form 990, Part X, Line 15   Israeli bonds $6,000 Charitable Gift Annuity $116,832 Total other assets: $122,832
Form 990, Part XI, Line 5   The other change in net assets is as follows as of September 30, 2012: Unrealized gains on investments $2,313,154
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
National Multiple Sclerosis Society
 
Employer identification number

13-5661935
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity







(1) Fast Forward llc
733 Third Avenue
New York,NY10017
26-1933619 		research DE 693,961 38,067 na
 










Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No












For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership












Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
 
f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
 
g Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
 
h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
 
i Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
 
j Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
 
k Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1k
 
 
l Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
 
m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1m
 
 
n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
 
 
o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
 
p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
 
q Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
 
r Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1)
(2)
(3)
(4)
(5)
(6)
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(e)
Are all
partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


Software ID:  
Software Version: