Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (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 listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 3,316,977 | 4,171,690 | 4,045,551 | 3,548,698 | 2,738,433 | 17,821,349 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | 0 | |||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 0 | |||||
| 4 | Total. Add lines 1 through 3 | 3,316,977 | 4,171,690 | 4,045,551 | 3,548,698 | 2,738,433 | 17,821,349 |
| 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).. | 362,295 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 17,459,054 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 3,316,977 | 4,171,690 | 4,045,551 | 3,548,698 | 2,738,433 | 17,821,349 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 1,683 | 461 | 905 | 1,119 | 291 | 4,459 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 49,238 | 309,300 | 45,000 | 3,945 | 2,856 | 410,339 |
| 11 | Total support Add lines 7 through 10. | 18,236,147 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (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 VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 4D | PUBLIC EDUCATION - THERE ARE MANY WAYS THE SOCIETY EDUCATES THE PUBLIC ABOUT MULTIPLE SCLEROSIS INCLUDING THE SOCIETY'S ANNUAL MS AWARENESS CAMPAIGN, PUBLIC SERVICE ANNOUNCEMENTS, MOMENTUM; THE SOCIETY'S QUARTERLY MAGAZINE DISTRIBUTED TO PEOPLE WITH MS, HEALTHCARE PROVIDERS, SUPPORTERS OF THE SOCIETY AND MORE. IN ADDITION TO A NATION-WIDE E-NEWSLETTER, CHAPTERS ALSO DISTRIBUTE A LOCAL NEWLETTER; MS CONNECTION, TO THEIR CONSTITUENTS THAT INCLUDES LOCAL ANNOUNCEMENTS AND INFORMATION ON UPCOMING PROGRAMS, SERVICES AND MORE. IN TOTAL, MORE THAN 1.8 MILLION PEOPLE RECEIVE SOCIETY PUBLICATIONS, NEWLETTERS AND MOMENTUM EACH YEAR. ($591,432) PROFESSIONAL EDUCATION AND TRAINING - THE SOCIETY KEEPS HEALTHCARE PROVIDERS ENGAGED IN PATIENT CARE BY KEEPING THEM ABREAST OF NEW DIAGNOSTIC TECHNIQUES, THERAPIES, ETC. INFORMATION AND EDUCATION IS PROVIDED TO THOUSANDS OF PROFESSIONALS THROUGH THE SOCIETY'S CLINICAL CARE NETWORK, MD ON CALL PROGRAMS, AND EDUCATIONAL MATERIALS FOR PHYSICAL AND OCCUPATIONAL THERAPISTS, MENTAL HEALTH PROFESSIONALS, NURSES AND OTHERS. A FREE NEWSLETTER IS DISTRIBUTED QUARTERLY TO MORE THAN 12,000 HEALTH CARE PROFESSIONALS, AND THE SOCIETYS DIAGNOSTIC AND SYMPTOM MANAGEMENT SMARTPHONE APP HAS BEEN DOWNLOADED MORE THAN 62,300 TIMES. ($121,594) |
| FORM 990, PART VI, SECTION A, LINE 6 | CHAPTER MEMBERSHIP CONSISTS OF ALL PERSONS WHO ARE MEMBERS OF THE SOCIETY AND WHO RESIDE WITHIN (OR WHO HAVE PREVIOUSLY RESIDED WITHIN AND HAVE INDICATED THAT THEY WISH TO RETAIN THEIR MEMBERSHIP) THE CHAPTER'S TERRITORY. THE CHAPTER HOLDS A MEETING OF ITS MEMBERS ANNUALLY FOR THE PURPOSE OF ELECTING A BOARD OF TRUSTEES, CONSIDERING ANY REPORTS THAT MAY BE PRESENTED, AND FOR THE TRANSACTION OF SUCH OTHER BUSINESS AS MAY PROPERLY COME BEFORE THE MEETING. |
| FORM 990, PART VI, SECTION A, LINE 7A | CHAPTER MEMBERSHIP CONSISTS OF ALL PERSONS WHO ARE MEMBERS OF THE SOCIETY AND WHO RESIDE WITHIN (OR WHO HAVE PREVIOUSLY RESIDED WITHIN AND HAVE INDICATED THAT THEY WISH TO RETAIN THEIR MEMBERSHIP) THE CHAPTER'S TERRITORY. THE CHAPTER HOLDS A MEETING OF ITS MEMBERS ANNUALLY FOR THE PURPOSE OF ELECTING A BOARD OF TRUSTEES, CONSIDERING ANY REPORTS THAT MAY BE PRESENTED, AND FOR THE TRANSACTION OF SUCH OTHER BUSINESS AS MAY PROPERLY COME BEFORE THE MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CHAPTER'S AUDIT COMMITTEE REVIEWS AND APPROVES THE IRS FORM 990 AND ACCOMPANYING SCHEDULES PRIOR TO DISTRIBUTION TO THE ENTIRE BOARD. A COPY OF THE IRS FORM 990 AND ACCOMPANYING SCHEDULES IS PROVIDED TO THE ENTIRE BOARD WITH A PERIOD FOR PROVIDING COMMENTS, EDITS, OR CORRECTIONS PRIOR TO SUBMISSION TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, CHAPTER MANAGEMENT REVIEWS THE CONFLICT OF INTEREST DISCLOSURE FORMS FILED BY TRUSTEES, OFFICERS AND EMPLOYEES FOR POTENTIAL CONFLICTS. POTENTIAL CONFLICTS OF INTEREST ARE PRESENTED TO THE CHAPTER'S AUDIT COMMITTEE FOR REVIEW. WHERE CONFLICTS EXISTS, A CONFLICT RESOLUTION REPORT IS CREATED AND THE TRUSTEE, OFFICER OR EMPLOYEE IS NOT ALLOWED TO PARTICIPATE IN ANY VOTE OR DISCUSSION OF THE DISCLOSED MATTER. AT THE CURRENT TIME, NO POTENTIAL CONFLICTS OF INTEREST HAVE BEEN IDENTIFIED. |
| FORM 990, PART VI, SECTION B, LINES 15A & B | A COMPENSATION COMMITTEE FOR EACH CHAPTER, WHICH IS COMPRISED OF AT LEAST THREE BUT NO MORE THAN FIVE INDEPENDENT TRUSTEES, DETERMINES THE COMPENSATION OF THE CHAPTER PRESIDENT AND OTHER KEY EMPLOYEES. THE NATIONAL ORGANIZATION PROVIDES EACH CHAPTER WITH INTERNAL AND EXTERNAL SALARY DATA FOR THE CHAPTER PRESIDENT AND REVIEWS AND PROVIDES INPUT ON THE CHAPTER PRESIDENT COMPENSATION RECOMMENDATIONS FOR OTHER KEY POSITIONS BASED UPON COMPARABLE BUDGET SIZE AND GEOGRAPHICAL LOCATION. IN ADDITION, THE CHAPTER PRESIDENT'S PERFORMANCE IS EVALUATED ANNUALLY IN A JOINT REVIEW PROCESS INCLUDING THE REGIONAL EXECUTIVE VICE PRESIDENT AND THE LOCAL COMPENSATION COMMITTEE OF LOCAL TRUSTEES. THE CHAPTER PRESIDENT CONDUCTS PERFORMANCE EVALUATIONS FOR KEY EMPLOYEES AND THE OUTCOME IS SHARED WITH THE COMPENSATION COMMITTEE TO INFORM THE DECISIONS ABOUT COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CHAPTER'S GOVERNING DOCUMENTS AND CODE OF CONDUCT FORMS ARE AVAILABLE UPON REQUEST. THE CHAPTER'S FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE CHAPTER'S WEBSITE AND WILL ALSO BE PROVIDED IN A HARD COPY FORMAT UPON REQUEST. THE BOOKS AND RECORDS OF THE ORGANIZATION ARE LOCATED AT THE NATIONAL MULTIPLE SCLEROSIS SOCIETY, MID-AMERICA CHAPTER, 7611 STATE LINE ROAD SUITE 100, KANSAS CITY, MO 64114. 913-432-3926 |
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