Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 10-01-2019 , and ending 09-30-2020
BCheck if applicable:
CName of organization
NATIONAL MULTIPLE SCLEROSIS SOCIETY
 
% TAMI CAESAR CFO & COO
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 province, country, and ZIP or foreign postal code
NEW YORK, NY100173211
D Employer identification number

13-5661935
E Telephone number

G Gross receipts $ 265,925,664
F Name and address of principal officer:
CYNTHIA ZAGIEBOYLO
733 THIRD AVENUE
NEW YORK,NY100173211
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.NATIONALMSSOCIETY.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet1048
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: WE WILL CURE MS WHILE EMPOWERING PEOPLE AFFECTED BY MS TO LIVE THEIR BEST LIVES.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 36
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 35
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 1,136
6 Total number of volunteers (estimate if necessary) ............. 6 35,000
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 1,190,061
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 191,054,088 150,008,066
9 Program service revenue (Part VIII, line 2g) ......... 68,661 24,770
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 3,350,822 2,859,446
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 2,416,266 2,338,232
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 196,889,837 155,230,514
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 41,056,076 31,812,020
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) 84,199,757 80,367,312
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 3,227,503 2,196,878
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet29,825,360    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 52,810,366 44,217,459
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 181,293,702 158,593,669
19 Revenue less expenses. Subtract line 18 from line 12....... 15,596,135 -3,363,155
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 184,662,971 173,433,035
21 Total liabilities (Part X, line 26)............. 66,108,264 57,601,368
22 Net assets or fund balances. Subtract line 21 from line 20..... 118,554,707 115,831,667
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 MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2019)
Form 990 (2019)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: WE WILL CURE MS WHILE EMPOWERING PEOPLE AFFECTED BY MS TO LIVE THEIR BEST LIVES.
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 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 $ 44,396,018 including grants of $ 2,905,302 ) (Revenue $ 0 )
CLIENT AND COMMUNITY SERVICES - THE SOCIETY PROVIDES INFORMATION, RESOURCES, AND SUPPORT THAT SEEKS TO MEET THE NEEDS OF PEOPLE AFFECTED BY MS AS A WHOLE AND INDIVIDUALLY. THE SOCIETY IS COMMITTED TO OFFERING PROGRAMS FOR ALL PEOPLE REGARDLESS OF WHERE THEY LIVE OR WHERE THEY ARE IN THEIR MS JOURNEY. PROGRAMS, SERVICES AND RESOURCES FOR PEOPLE AFFECTED BY MS FACILITATE EDUCATION, RECREATION, PHYSICAL AND EMOTIONAL WELLNESS, PROVIDE FINANCIAL RESOURCES AND A CONNECTION FOR PEOPLE AFFECTED BY MS. MS NAVIGATORS PARTNER WITH INDIVIDUALS TO NAVIGATE THE CHALLENGES OF MS UNIQUE TO EACH SITUATION. THEY PROVIDE: INFORMATION AND EDUCATION; EMOTIONAL SUPPORT RESOURCES; ASSIST WITH THE COMPLEXITIES OF FINDING A HEALTHCARE PROVIDER, BENEFITS, INSURANCE AND ACCESS TO COVERAGE, AND EMPLOYMENT; RESOURCES TO FACE FINANCIAL CHALLENGES AND PLAN FOR THE FUTURE; WELLNESS STRATEGIES THAT CAN MAKE AN IMPACT ON QUALITY OF LIFE WITH MS; ASSESSMENT OF PERSONALIZED CASE MANAGEMENT; AND CRISIS INTERVENTION IN TIMES OF NEED. IN 2020, MS NAVIGATORS PROVIDED SUPPORT TO 41,045 PEOPLE. IN ADDITION, MORE THAN 21,100 PEOPLE PARTICIPATED IN 159 SOCIETY PROGRAMS (IN PERSON, PHONE BASED, AND ONLINE) ON TOPICS SUCH AS: COVID & MS, MS EDUCATION; HEALTH AND WELLNESS; FAMILY AND RELATIONSHIPS; FINANCIAL RESOURCES; MOBILITY AND ACCESSIBILITY; SOCIAL AND EMOTIONAL SUPPORT; AND RESEARCH AND CLINICAL TRIAL UPDATES. COMMUNITY PROGRAMS INCLUDE COLLABORATING WITH OTHER COMMUNITY ORGANIZATIONS, FOCUSING ON ACCESS TO HEALTHCARE, REHABILITATION, TREATMENTS AND THERAPIES; LONG-TERM CARE; DISABILITY RIGHTS ISSUES; VOCATIONAL TRAINING AND REHABILITATION, WELLNESS AND FITNESS; AND, OUTREACH AND EDUCATION TO RURAL AND UNDERSERVED POPULATIONS.
4b (Code:   ) (Expenses $ 32,060,082 including grants of $ 0 ) (Revenue $ 0 )
PUBLIC EDUCATION - THE SOCIETY SEEKS TO EXPAND AND DEEPEN THE INDIVIDUAL AND COLLECTIVE EXPERIENCES OF THE MS MOVEMENT. THIS INCLUDES EDUCATING THE PUBLIC ABOUT MULTIPLE SCLEROSIS INCLUDING THE SOCIETY'S AWARENESS CAMPAIGNS, PUBLIC SERVICE ANNOUNCEMENTS, MOMENTUM, WHICH IS THE SOCIETY'S FLAGSHIP MAGAZINE DISTRIBUTED QUARTERLY TO 550,000 PEOPLE LIVING WITH MULTIPLE SCLEROSIS, HEALTHCARE PROVIDERS, AND SUPPORTERS OF THE SOCIETY. THE COMMUNICATIONS PLAN INCLUDES OUTREACH ACROSS ONLINE AND OFFLINE CHANNELS AND WEEKLY EMAILS FROM THE CEO. IN ADDITION TO NATIONWIDE EMAIL NEWSLETTERS SHARED TWICE MONTHLY WITH APPROXIMATELY 1.1 MILLION RECIPIENTS , MANY PEOPLE ENGAGED IN CONVERSATIONS VIA THE SOCIETY'S ONLINE COMMUNITY (55,000 ACTIVE MEMBERS), AND SOCIAL MEDIA (OVER 867,000 FOLLOWERS). MORE THAN 450,000 PEOPLE VISIT THE SOCIETY'S WEBSITE EACH MONTH TO ACCESS INFORMATION AND SUPPORT.
4c (Code:   ) (Expenses $ 31,784,643 including grants of $ 27,082,679 ) (Revenue $ 0 )
RESEARCH AND SCIENTIFIC STUDIES - IN FISCAL 2020, THE SOCIETY INVESTED $32.1 MILLION TO SUPPORT NEARLY 400 NEW AND ONGOING RESEARCH PROJECTS AROUND THE WORLD AIMED AT STOPPING MS IN ITS TRACKS, RESTORING FUNCTION, AND ENDING THE DISEASE FOREVER. THE SOCIETY ENGAGED 112 EXPERT PEER REVIEWERS TO EVALUATE 566 RESEARCH GRANTS, FELLOWSHIPS AND PILOT GRANT PROPOSALS TO HELP THE SOCIETY IDENTIFY THE MOST PROMISING RESEARCH INVESTMENTS. RESEARCH PRIORITY AREAS TO DRIVE BREAKTHROUGHS TO A CURE INCLUDE: DEFINING THE CONTRIBUTION OF GENETICS AND THE RISK FOR DEVELOPING MS AND DISEASE COURSE; UNDERSTANDING MS PATHOLOGY AND PATHOPHYSIOLOGY; UNDERSTANDING AND TREATING MS PROGRESSION; IDENTIFYING STRATEGIES FOR NEUROPROTECTION AND NERVOUS SYSTEM REPAIR; AND, ELUCIDATING THE CAUSE OF MS SYMPTOMS, THE IMPACT OF COMORBIDITIES, AND IDENTIFYING REHABILITATION, WELLNESS BEHAVIORS AND LIFESTYLE APPROACHES THAT IMPACT DISEASE COURSE, SYMPTOMS AND OVERALL HEALTH.
(Code:   ) (Expenses $ 5,849,026 including grants of $ 1,824,039 ) (Revenue $ 24,770 )
PROFESSIONAL EDUCATION AND TRAINING
4d Other program services (Describe in Schedule O.)
(Expenses $ 5,849,026 including grants of $ 1,824,039 ) (Revenue $ 24,770 )
4e Total program service expensesMediumBullet114,089,769
Form 990 (2019)
Form 990 (2019)
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 (see instructions)? Click to see attachment...
2
Yes
 
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, or have a section 501(h) election in effect during the tax year? 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 IIIClick to see attachment..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; 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
Yes
 
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, line 10? 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 VIIClick 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 VIIIClick 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 IXClick 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 XClick to see attachment
11e
Yes
 
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 XClick 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 and XII
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 and XII 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, Parts I and IV.........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 other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....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 other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...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 I(see instructions) ....Click 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 hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals 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, line 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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
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), 501(c)(4), and 501(c)(29) 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
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) 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, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? 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..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
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, Part II, III, or IV, and Part 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 ...
35b
 
 
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 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
1,407
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
 
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
1,136
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” to line 3b, 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, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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 as charitable contributions? ...
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. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring 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. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
Form 990 (2019)
Form 990 (2019)
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 or note to any line 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
1a
36
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
35
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 this 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 , 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 , 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-A 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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletTAMI CAESAR CFO COO733 THIRD AVENUE   NEW YORK,NY100173211 (212) 476-0424
Form 990 (2019)
Form 990 (2019)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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. 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.

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) CYNTHIA ZAGIEBOYLO......................................................................
PRESIDENT & CEO
40.0
.................
0.0
X   X       570,915 0 11,200
(2) PAUL WEISS THRU 11220......................................................................
CHIEF CRM, MKT & TECH OFFICER
40.0
.................
0.0
      X     343,839 0 42,893
(3) TIM COETZEE......................................................................
CHIEF ADVOC, SVC & RSRCH OFFCR
40.0
.................
0.0
      X     335,983 0 49,237
(4) JOHN SCOTT......................................................................
CHIEF DEV & COMM LEAD. OFFICER
40.0
.................
0.0
      X     345,012 0 27,643
(5) TAMI CAESAR......................................................................
CFO & COO
40.0
.................
0.0
    X       300,378 0 46,826
(6) LISA GOLDFARB......................................................................
CHIEF HR & VOL ENG OFFICER
40.0
.................
0.0
      X     312,801 0 11,200
(7) MAUREEN REEDER......................................................................
EVP, LEAD & ORG(THRU 01/25/19)
40.0
.................
0.0
        X   290,484 0 2,430
(8) JENNIFER LEE......................................................................
EVP, FUNDRAISING EVENTS
40.0
.................
0.0
        X   257,154 0 34,213
(9) PHYLLIS ROBSHAM......................................................................
EVP, COMMUNITY LEADERSHIP
40.0
.................
0.0
        X   258,254 0 24,316
(10) ERIC HILTY......................................................................
CHIEF LEGAL OFF.(THRU 11/6/20)
40.0
.................
0.0
    X       236,833 0 39,272
(11) BARI TALENTE......................................................................
EVP, ADVOCACY
40.0
.................
0.0
        X   225,666 0 46,762
(12) KAY JULIAN......................................................................
EVP, SERVICES (THRU 11/02/20)
40.0
.................
0.0
        X   241,504 0 26,050
(13) BRUCE BEBO......................................................................
EVP, RESEARCH PROGRAMS
40.0
.................
0.0
      X     209,849 0 39,878
(14) RON ZWERIN......................................................................
EVP, MARKETING
40.0
.................
0.0
      X     212,028 0 32,247
(15) ELIZABETH CRITES......................................................................
EVP, INDIV GIVING & CORP REL
40.0
.................
0.0
      X     208,705 0 7,754
(16) REBECCA FEHLIG......................................................................
EVP, OPERATIONS
40.0
.................
0.0
      X     191,466 0 6,430
(17) GRAHAM MCREYNOLDS......................................................................
FMR AVP, GLOBAL INITIATIVES
40.0
.................
0.0
          X 101,308 0 24,071
Form 990 (2019)
Form 990 (2019)
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 (list any hours for related organizations below dotted line)
(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) PETER A GALLIGAN........................................................................
CHAIR
5.0
.......................0.0
X   X       0 0 0
(19) RICHARD KNUTSON........................................................................
CHAIR ELECT
5.0
.......................0.0
X   X       0 0 0
(20) WILLIAM T MONAHAN........................................................................
VICE CHAIR
5.0
.......................0.0
X   X       0 0 0
(21) LAURA VACCARO........................................................................
VICE CHAIR
5.0
.......................0.0
X   X       0 0 0
(22) CAROLINE WHITACRE........................................................................
VICE CHAIR
5.0
.......................0.0
X   X       0 0 0
(23) LINDA MCALEER........................................................................
SECRETARY
5.0
.......................0.0
X   X       0 0 0
(24) PETER PORRINO........................................................................
TREASURER
5.0
.......................0.0
X   X       0 0 0
(25) MINDY B ALPERT........................................................................
DIRECTOR
5.0
.......................0.0
X           0 0 0
(26) RICK ANDERSON........................................................................
DIRECTOR (Thru 11/20/19)
5.0
.......................0.0
X           0 0 0
(27) GREGORY R BISHOP........................................................................
DIRECTOR
5.0
.......................0.0
X           0 0 0
(28) MICHAEL BOGDONOFF........................................................................
DIRECTOR
5.0
.......................0.0
X           0 0 0
(29) RON BOIRE........................................................................
DIRECTOR (Thru 11/20/19)
5.0
.......................0.0
X           0 0 0
(30) HAFIZ CHANDIWALA........................................................................
DIRECTOR
5.0
.......................0.0
X           0 0 0
(31) DOUG COY........................................................................
DIRECTOR
5.0
.......................0.0
X           0 0 0
(32) KASSAUNDRA ESCALERA........................................................................
DIRECTOR (As of 11/20/19)
5.0
.......................0.0
X           0 0 0
(33) DANA M FOOTE........................................................................
DIRECTOR
5.0
.......................0.0
X           0 0 0
(34) ELIZABETH FORSTNEGER........................................................................
DIRECTOR
5.0
.......................0.0
X           0 0 0
(35) BRENDON GALLAGHER........................................................................
DIRECTOR (As of 11/20/19)
5.0
.......................0.0
X           0 0 0
(36) SHYAM GIDUMAL........................................................................
DIRECTOR
5.0
.......................0.0
X           0 0 0
(37) PETER HARBILAS........................................................................
DIRECTOR
5.0
.......................0.0
X           0 0 0
(38) ANDY HARRIS........................................................................
DIRECTOR
5.0
.......................0.0
X           0 0 0
(39) IAN HARRIS........................................................................
DIRECTOR
5.0
.......................0.0
X           0 0 0
(40) BONNIE HIGGINS........................................................................
DIRECTOR
5.0
.......................0.0
X           0 0 0
(41) WILLIAM HOLLEY........................................................................
DIRECTOR
5.0
.......................0.0
X           0 0 0
(42) MARY HUGHES MD........................................................................
DIRECTOR (Thru 11/20/19)
5.0
.......................0.0
X           0 0 0
(43) WILLIAM MARRACCINI........................................................................
DIRECTOR (Thru 11/20/19)
5.0
.......................0.0
X           0 0 0
(44) EUGENE MAY........................................................................
DIRECTOR
5.0
.......................0.0
X           0 0 0
(45) RICK MCDERMOTT........................................................................
DIRECTOR (As of 11/20/19)
5.0
.......................0.0
X           0 0 0
(46) ELIZABETH PAGE........................................................................
DIRECTOR
5.0
.......................0.0
X           0 0 0
(47) RUSSEL PARKER........................................................................
DIRECTOR
5.0
.......................0.0
X           0 0 0
(48) MIKE PONGON........................................................................
DIRECTOR
5.0
.......................0.0
X           0 0 0
(49) CHET POREMBSKI........................................................................
DIRECTOR
5.0
.......................0.0
X           0 0 0
(50) ELIZABETH RODRIGUEZ........................................................................
DIRECTOR (As of 11/20/19)
5.0
.......................0.0
X           0 0 0
(51) NANETTE REID........................................................................
DIRECTOR (As of 11/20/19)
5.0
.......................0.0
X           0 0 0
(52) TOBI ROGOWSKY........................................................................
DIRECTOR
5.0
.......................0.0
X           0 0 0
(53) DAVID M ROTTKAMP........................................................................
DIRECTOR
5.0
.......................0.0
X           0 0 0
(54) LARRY SCHMID........................................................................
DIRECTOR (Thru 11/20/19)
5.0
.......................0.0
X           0 0 0
(55) RICHARD B SLIFKA........................................................................
DIRECTOR (Thru 11/20/19)
5.0
.......................0.0
X           0 0 0
(56) PETER G TARRICONE........................................................................
DIRECTOR (Thru 11/20/19)
5.0
.......................0.0
X           0 0 0
(57) DIANA TWADELL........................................................................
DIRECTOR
5.0
.......................0.0
X           0 0 0
(58) MALCOLM P WATTMAN ESQ........................................................................
DIRECTOR
5.0
.......................0.0
X           0 0 0
(59) MITZI WILLIAMS........................................................................
DIRECTOR (As of 11/20/19)
5.0
.......................0.0
X           0 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 4,642,179 0 472,422
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet124
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
Yes
 
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
Merkle Inc,
29432 Network Place
CHICAGO,IL60673
Direct Marketing 7,854,733
blackbaud,
po box 930256
ATLANTA,GA311930256
fundraising software 2,970,966
EVENT 360 INC,
55 E JACKSON BOULEVARD SUITE 1010
CHICAGO,IL60604
event production 2,385,446
ROYLE PRINTING,
745 S BIRD STREET
SUN PRAIRIE,WI53590
PRINTING 871,963
promotor line inc,
4218 gateway drive suite 140
COLLEYVILLE,TX76034
event production 800,012
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet45
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 68,118,410
d Related organizations1d  
e Government grants (contributions)1e 437,120
f All other contributions, gifts, grants, and similar amounts not included above1f 81,452,536
g Noncash contributions included in lines 1a - 1f:$ 1g 2,289,940
h Total. Add lines 1a-1f.......MediumBullet 150,008,066
 Program Service RevenueAmt Business Code
2a PROGRAM REGISTRATION FEES 900099 24,770 24,770    
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 24,770
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 2,848,479     2,848,479
4 Income from investment of tax-exempt bond proceedsMediumBullet 0      
5 Royalties...........MediumBullet 0      
(ii) Personal (i) Real
6a Gross rents   1,050,600 6a
b Less: rental expenses     6b
c Rental income or (loss) 0 1,050,600 6c
d Net rental income or (loss).......MediumBullet 1,050,600     1,050,600
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   103,174,172 7a
b Less: cost or other basis and sales expenses   103,163,205 7b
c Gain or (loss)   10,967 7c
d Net gain or (loss).........MediumBullet 10,967     10,967
8a Gross income from fundraising events (not including $ 68,118,410of contributions reported on line 1c). See Part IV, line 18 ....
8a 7,531,945
b Less: direct expenses ... 8b 7,531,945
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 0
b Less: direct expenses ... 9b 0
c Net income or (loss) from gaming activities..MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances ..
10a 0
b Less: cost of goods sold .. 10b 0
c Net income or (loss) from sales of inventory..MediumBullet 0      
Business Code Miscellaneous Revenue
11a ADVERTISING INCOME 900099 1,190,061 0 1,190,061 0
b MISC. REVENUE 900099 97,571 0 0 97,571
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 1,287,632
12 Total revenue. See instructions.....MediumBullet 155,230,514 24,770 1,190,061 4,007,617
Form 990 (2019)
Form 990 (2019)
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).Check if Schedule O contains a response or note to any line 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 domestic organizations and domestic governments. See Part IV, line 21 .... 26,121,771 26,121,771
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 2,905,802 2,905,802
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 2,784,447 2,784,447
4 Benefits paid to or for members ....... 0  
5 Compensation of current officers, directors, trustees, and key employees ........... 3,186,282 2,255,580 386,858 543,844
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........ 59,332,395 42,001,607 7,203,753 10,127,035
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 1,783,988 1,262,891 216,600 304,497
9 Other employee benefits ....... 10,733,609 7,598,359 1,303,205 1,832,045
10 Payroll taxes ........... 5,331,038 3,773,860 647,260 909,918
11 Fees for services (non-employees):        
a Management ...... 35,908   35,908  
b Legal ......... 38,696   38,696  
c Accounting ........... 155,636   155,636  
d Lobbying ........... 334,399 334,399    
e Professional fundraising services. See Part IV, line 17 2,196,878 2,196,878
f Investment management fees ...... 271,772   271,772  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 7,479,217 5,139,184 650,671 1,689,362
12 Advertising and promotion .... 1,862,887 436,252 48,471 1,378,164
13 Office expenses ....... 2,513,315 208,540 70,555 2,234,220
14 Information technology ...... 6,758,187 4,434,009 818,476 1,505,702
15 Royalties .. 0      
16 Occupancy ........... 10,003,666 6,788,488 1,266,464 1,948,714
17 Travel ............ 1,436,392 965,225 99,796 371,371
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 2,285,298 1,934,014 114,087 237,197
20 Interest ........... 0      
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 1,607,077 1,090,562 203,456 313,059
23 Insurance ... 1,147,972 779,015 145,332 223,625
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a PRINTING, PUBLICATION, AND POS 6,729,451 2,196,331 779,022 3,754,098
b EQUIPMENT RENTAL 543,757 368,986 68,820 105,951
c DUES 327,633 295,293 11,190 21,150
d AWARDS AND PRIZES 211,151 172,245 985 37,921
e All other expenses 475,045 242,909 141,527 90,609
25 Total functional expenses. Add lines 1 through 24e 158,593,669 114,089,769 14,678,540 29,825,360
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). 4,587,221 541,671 744,149 3,301,401
Form 990 (2019)
Form 990 (2019)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 0 1 0
2 Savings and temporary cash investments ......... 62,786,233 2 71,802,303
3 Pledges and grants receivable, net ...... 11,504,081 3 13,736,856
4 Accounts receivable, net ............. 1,779,167 4 1,186,539
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 0 7 0
8 Inventories for sale or use ............ 0 8 0
9 Prepaid expenses and deferred charges ...... 6,333,401 9 5,027,379
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 15,166,212
b Less: accumulated depreciation 10b 12,940,508 3,781,209 10c 2,225,704
11 Investments—publicly traded securities . 95,165,057 11 75,690,296
12 Investments—other securities. See Part IV, line 11 ..... 152,704 12 52,243
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 ........... 3,161,119 15 3,711,715
16 Total assets. Add lines 1 through 15 (must equal line 33)... 184,662,971 16 173,433,035
Liabilities 17 Accounts payable and accrued expenses ..... 11,019,663 17 11,680,963
18 Grants payable ... 31,424,423 18 27,666,761
19 Deferred revenue ......... 8,175,570 19 4,239,000
20 Tax-exempt bond liabilities ......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D 10,030,005 21 7,842,574
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
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 5,458,603 25 6,172,070
26 Total liabilities. Add lines 17 through 25.. 66,108,264 26 57,601,368
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 68,662,718 27 60,336,737
28 Net assets with donor restrictions ........... 49,891,989 28 55,494,930
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 118,554,707 32 115,831,667
33 Total liabilities and net assets/fund balances ........ 184,662,971 33 173,433,035
Form 990 (2019)
Form 990 (2019)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
155,230,514
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
158,593,669
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-3,363,155
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
118,554,707
5
Net unrealized gains (losses) on investments ...............
5
368,948
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
271,167
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
115,831,667
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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 (2019)
Form 990 (2019)
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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (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
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 2
Part II
Support Schedule for Organizations Described in Sections 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 failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 106,277,577 175,698,717 189,707,218 191,054,088 150,008,066 812,745,666
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 3 106,277,577 175,698,717 189,707,218 191,054,088 150,008,066 812,745,666
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).. 8,771,258
6 Public support. Subtract line 5 from line 4. 803,974,408
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
7 Amounts from line 4.. 106,277,577 175,698,717 189,707,218 191,054,088 150,008,066 812,745,666
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 1,020,380 2,186,940 2,842,090 3,845,510 3,899,079 13,793,999
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 1,605,654 2,213,290 1,669,341 1,468,467 1,190,061 8,146,813
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 2,908 22,954,181 22,220,034 23,943,974 7,629,516 76,750,613
11 Total support. Add lines 7 through 10 911,437,091
12
12
902,899
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
88.209 %
15
15
88.518 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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.)..            
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
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
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
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 2019 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-2019
(iii)
Distributable
Amount for 2019
1 Distributable amount for 2019 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2019:
a From 2014.......  
b From 2015.......  
c From 2016.......  
d From 2017.......  
e From 2018.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2019 distributable amount  
i Carryover from 2014 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2019 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2019 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2019, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2019. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2020. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2015.....  
b Excess from 2016.....  
c Excess from 2017.....  
d Excess from 2018.....  
e Excess from 2019.....  
Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2019


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Name of the organization
NATIONAL MULTIPLE SCLEROSIS SOCIETY
 
Employer identification number

13-5661935
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
NATIONAL MULTIPLE SCLEROSIS SOCIETY
 
Employer identification number
13-5661935
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 3
Name of organization
NATIONAL MULTIPLE SCLEROSIS SOCIETY
 
Employer identification number

13-5661935
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 4
Name of organization
NATIONAL MULTIPLE SCLEROSIS SOCIETY
 
Employer identification number

13-5661935
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

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 BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), 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 (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2019

Schedule C (Form 990 or 990-EZ) 2019
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 SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) Total
2a Lobbying nontaxable 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) 2019


Schedule C (Form 990 or 990-EZ) 2019
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 on 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? ...................................................................................................
Yes
 
5,726
d
Mailings to members, legislators, or the public? .............................................................................
Yes
 
298,849
e
Publications, or published or broadcast statements? ...........................................................
Yes
 
13,108
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
283,994
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
Yes
 
277,877
i
Other activities? ...................................................................................................................
 
No
 
j
Total. Add lines 1c through 1i ....................................................................................................
879,554
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
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
LOBBYING ACTIVITIES SCHEDULE C, PART II-B, LINE 1 35,937 MS ACTIVISTS ARE ON THE FRONTLINE, MOVING TOGETHER AND SPEAKING WITH ONE VOICE TO CREATE LEGISLATIVE AND REGULATORY CHANGES THAT BENEFIT PEOPLE LIVING WITH MS AND THEIR FAMILIES. MS ACTIVISM DRIVES CHANGE IN PUBLIC POLICIES TO BRING POSITIVE IMPACT FOR PEOPLE AFFECTED BY MS. ACTIVISTS SHARE STORIES ABOUT LIVING WITH MS, CONNECT WITH DECISION-MAKERS, WORK WITH LIKE-MINDED PARTNERS AND CREATE SYSTEMIC CHANGE TO IMPACT THE GREATEST NUMBER OF PEOPLE POSSIBLE. STATE AND LOCAL ACTIVISM PRIORITIES ARE DETERMINED BY BOTH AN ORGANIZATIONAL PROCESS AND BY ADVOCACY STAFF AND GOVERNMENT RELATIONS VOLUNTEERS. TOP AREAS OF FOCUS FOR MS ACTIVISTS IN 2020 INCLUDED INCREASED FUNDING FOR MS RESEARCH, ENDING SURPRISE MEDICAL BILLING, AND ENSURING PEOPLE WITH MS GOT WHAT THEY NEED IN THE CONGRESSIONAL COVID-19 RELIEF PACKAGES INCLUDING H.R. 6202, THE FAMILIES FIRST CORONAVIRUS RESPONSE ACT, S.3548, THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT (CARES ACT) AND H.R. 133, THE CONSOLIDATED APPROPRIATIONS ACT OF 2021.
Schedule C (Form 990 or 990EZ) 2019


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," on 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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of 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" on 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 7/25/06, 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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 section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, 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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB 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 XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB 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)
Revenue included on 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 FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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" on 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 XIII 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, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on 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 .... 21,446,141 20,596,603 9,143,474 2,464,959 2,402,557
b Contributions ... 291,990 256,566 10,413,196 5,496,277  
c Net investment earnings, gains, and losses -870,352 1,007,744 1,507,782 1,286,554 62,402
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
193,288 219,134 145,245 104,316  
f Administrative expenses .... 393,886 195,638 322,604    
g End of year balance ...... 20,280,605 21,446,141 20,596,603 9,143,474 2,464,959
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet85.850 %
c
Term endowment SchDMd Bullet14.150 %
The percentages on 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" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. 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 0 4,117,962 3,549,805 568,157
d Equipment .... 0 4,697,722 3,987,206 710,516
e Other ..... 0 6,350,528 5,403,497 947,031
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 2,225,704
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 3
Part VII
Investments—Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. 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........    
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes 0
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 6,172,070
2. Liability for uncertain tax positions. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 160,978,864
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 368,948
b Donated services and use of facilities ......... 2b 5,380,007
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 271,167
e Add lines 2a through 2d ..................... 2e 6,020,122
3 Subtract line 2e from line 1.................. 3 154,958,742
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 271,772
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c 271,772
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 155,230,514
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 163,701,904
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a 5,380,007
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e 5,380,007
3 Subtract line 2e from line 1................... 3 158,321,897
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 271,772
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c 271,772
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 158,593,669
Part XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
ESCROW LIABILITY ARRANGEMENT EXPLANATION SCHEDULE D, PART IV, LINE 2B THE SOCIETY IS A MANAGING MEMBER, ALONG WITH ASSOCIANZIONE ITALIANA SCLEROSI MULTIPLA (ITALY), MS RESEARCH AUSTRALIA, MULTIPLE SCLEROSIS INTERNATIONAL FEDERATION, MS SOCIETY (UNITED KINGDOM), AND THE MULTIPLE SCLEROSIS SOCIETY OF CANADA. THE ALLIANCE IS OPEN TO MS ORGANIZATIONS FROM AROUND THE WORLD AND IS CONTINUALLY SEEKING NEW MEMBER ORGANIZATIONS FROM THE GLOBAL MS COMMUNITY. THE ALLIANCE MADE A JOINT COMMITMENT TO ACCELERATE THE DEVELOPMENT OF TREATMENT FOR PROGRESSIVE MS. THE ALLIANCE HAS FOUR STRATEGIC OBJECTIVES WHICH INCLUDE: BETTER UNDERSTAND PROGRESSION SO TREATMENTS CAN BE IDENTIFIED AND TESTED, DESIGN SHORTER, FASTER TRAILS THAT MEASURE PATIENT OUTCOMES, CONDUCT TRAILS TO TEST AGENTS, DEVELOP AND EVALUATE NEW THERAPIES TO MANAGE SYMPTOMS. AS A MANAGING MEMBER, THE SOCIETY COMMITTED TO PROVIDING FUNDS OF $7,691,526 THROUGH 2020 AND HAS COMMITTED $12,993,082 OVER THE FOLLOWING FIVE YEARS, CONDITIONAL ON VARIOUS FACTORS. IN ADDITION, THE SOCIETY MAINTAINS CUSTODY OF THE POOLED FUNDS CONTRIBUTED FROM OTHER ALLIANCE MEMBERS. THE DISBURSEMENT OF FUNDS FOR VARIOUS PROGRESSIVE MS RESEARCH INITIATIVES IS APPROVED BY VOTING ALLIANCE MEMBERS. THE SOCIETY RECEIVED A TOTAL OF $1,153,017 DURING THE YEAR ENDING SEPTEMBER 30, 2020 FROM ALLIANCE MEMBERS, WHICH WILL BE HELD UNTIL SUCH TIME THE FUNDS ARE APPROVED FOR EXPENDITURE. AS OF SEPTEMBER 30, 2020, THE SOCIETY RECORDED UNSPENT DONATED FUNDS, CONSISTING OF BOTH SOCIETY AND OTHER ALLIANCE MEMBERS MONIES, TOTALING $7,842,574, AS A LIABILITY. SCHEDULE D, PART V INTENDED USES OF ENDOWMENT FUND THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER INTENDED TO PRESERVE THEIR VALUE CONSISTENT WITH SUCH DONOR STIPULATIONS, MINIMIZE THE EFFECT OF HIGH ECONOMIC VOLATILITY AND/OR LOW INVESTMENT RETURN AND PROVIDE FUNDING FOR THE PROGRAMS SPECIFIED BY THE DONORS. SCHEDULE D, PART V, LINE 1C prior period adjustments CERTAIN AMOUNTS IN THE 2019 SUMMARIZED COMPARATIVE INFORMATION HAVE BEEN RECLASSIFIED TO CONFORM TO THE 2020 PRESENTATION. THE PRIOR YEAR ADJUSTMENTS AS REFLECTED ON SCHEDULE D, PART V, LINE 1C ARE LISTED AS FOLLOWS: NET REALIZED AND UNREALIZED GAIN $1,778,250 PRIOR YEAR ADJUSTMENTS $(2,648,602) --------- NET AMOUNT $(870,352)
FIN 48 FOOTNOTE SCHEDULE D, PART X, LINE 2 GUIDANCE IN "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" UNDER THE ASC OF THE FASB CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX PROVISION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS STANDARD PROVDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY IF THE POSITION IS MORE LIKELY THAT NOT TO BE SUSTAINED, IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE STANDARD ALSO PROVIDES GUIDANCE ON MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURE. THE SOCIETY HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS: TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS: AND, TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE SOCIETY HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIALS STATEMENTS. IN ADDITION, THE SOCIETY HAS NOT RECORDED A PROVISION FOR INCOME TAXES AS IT HAS NO MATERIAL TAX LIABILITY FROM UNRELATED BUSINESS INCOME ACTIVITIES.
INCOME AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PART XI, LINE 2D Other non-operating income $11,543 Change in fair value of beneficial interest in trust $64,079 Change in value of split-interest agreements $195,545 ---------- Total $271,167
Schedule D (Form 990) 2019


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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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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" on 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. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, 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 the region
(f) Total expenditures
for and investments
in the region
East Asia and the Pacific   4 Grantmaking   293,421
Europe (Including Iceland and Greenland)   12 Grantmaking   1,791,458
Middle East and North Africa   2 Grantmaking   109,366
North America   3 Grantmaking   590,202
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ....   21 2,784,447
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)   21 2,784,447
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated 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 noncash
assistance
(h) Description
of noncash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
Europe (Including Iceland and Greenland) Research 120,109 WIRE 0    
East Asia and the Pacific Research 83,521 WIRE 0    
Europe (Including Iceland and Greenland) Research 107,419 WIRE 0    
Middle East and North Africa Research 78,116 WIRE 0    
East Asia and the Pacific Research 49,833 WIRE 0    
Europe (Including Iceland and Greenland) Research 669,604 WIRE 0    
Europe (Including Iceland and Greenland) Research 33,476 WIRE 0    
Middle East and North Africa Research 31,250 WIRE 0    
East Asia and the Pacific Research 125,627 WIRE 0    
North America Research 282,232 WIRE 0    
Europe (Including Iceland and Greenland) Research 50,803 WIRE 0    
Europe (Including Iceland and Greenland) Research 104,039 WIRE 0    
Europe (Including Iceland and Greenland) Research 50,544 WIRE 0    
Europe (Including Iceland and Greenland) Research 162,351 WIRE 0    
Europe (Including Iceland and Greenland) Research 115,417 WIRE 0    
North America Research 218,328 WIRE 0    
Europe (Including Iceland and Greenland) Research 98,733 WIRE 0    
Europe (Including Iceland and Greenland) Research 81,532 WIRE 0    
North America Research 89,642 WIRE 0    
East Asia and the Pacific Research 34,440 WIRE 0    
Europe (Including Iceland and Greenland) Fast Forward 197,431 WIRE 0    
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
 
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated 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
noncash
assistance
(g) Description
of noncash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
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, Return by a U.S. Transferor of Property to a Foreign Corporation (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 separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
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, Information 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 separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 5
Part V
Supplemental Information
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.
ReturnReference Explanation
PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS SCHEDULE F, PART I, LINE 2 THE SOCIETY HAS INDEPENDENT RESEARCH ADVISORY COMMITTEES THAT EVALUATE ALL GRANT APPLICATIONS AND RECOMMEND GRANTS TO BE FUNDED BY THE SOCIETY BASED UPON THE QUALIFICATIONS OF THE INSTITUTION AND RESEARCHER(S), AND THE RESEARCH PROJECT'S SCIENTIFIC MERIT AND POTENTIAL APPLICABILITY TO MS. ONCE A GRANT HAS BEEN APPROVED, GRANTEES ARE REQUIRED TO SUBMIT PROGRESS REPORTS ON A QUARTERLY BASIS BEFORE ADDITIONAL FUNDING IS AUTHORIZED.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2019
Additional Data


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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" on 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 arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
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 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(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
PO BOX 64897
 
BALTIMORE, MD21264
DONOR DATA   No 8,932,845 2,185,128 6,747,717
CUSTOM BENEFIT AUCTIONS
2330 DULLES STATION BLVD 2110
 
HERNDON, VA20171
AUCTIONEER   No 120,145 4,750 115,395
IMPACT AUCTIONS
1717 SUTTER CREED DRIVE
 
WAXHAW, NC28173
AUCTIONEER   No 67,419 2,500 64,919
CROWNOVER ENTERPRISES LLC
1194 BERKELEY RD
 
AVONDALE ESTATES, GA30002
AUCTIONEER   No 179,542 4,500 175,042
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow 9,299,951 2,196,878 7,103,073
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
AL, AK, AZ, AR, CA, CO, CT, DE, 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, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2019
Schedule G (Form 990 or 990-EZ) 2019
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.









VerticalRevenue
(a) Event #1

Bike MS (36)
(event type)
(b) Event #2

Walk MS (353)
(event type)
(c) Other events

39
(total number)
(d) Total events
(add col. (a) through col. (c))

1

Gross receipts . . . . .

35,786,208

25,290,318

14,573,829

75,650,355

2

Less: Contributions . . . .

31,766,290

23,872,917

12,479,203

68,118,410
3 Gross income (line 1 minus
line 2) . . . . . .

4,019,918

1,417,401

2,094,626

7,531,945



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . . 1,032,456 697,596 58,388 1,788,440
6 Rent/facility costs . . . . 345,583 124,059 177,310 646,952
7 Food and beverages . . . 498,480 121,510 640,890 1,260,880
8 Entertainment . . . . 73,382 13,726 197,656 284,764
9 Other direct expenses . . . 2,070,017 460,510 1,020,382 3,550,909
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 7,531,945
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow  
Part III
Gaming. Complete if the organization answered "Yes" on 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

Noncash 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. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct 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:
 
Schedule G (Form 990 or 990-EZ) 2019
Schedule G (Form 990 or 990-EZ) 2019
Page 3
11
Does the organization conduct 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? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter 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 of the third party:
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
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
Professional Fundraisers SCHEDULE G, PART I, LINE 2B THE SOCIETY USED MERKLE FOR THE MAJORITY OF ITS DIRECT MAIL CAMPAIGNS IN FY2020. THESE CAMPAIGNS COLLECTIVELY RAISED $8,932,845 IN REVENUE FOR FY2020. ADDITIONALLY, CROWNOVER ENTERPRISES, LLC, CUSTOM BENEFIT AUCTIONS AND IMPACT AUCTIONS ASSIST THE SOCIETY IN ACQUIRING MERCHANDISE TO BE AUCTIONED. COLLECTIVELY, THEY RAISED $367,105 IN REVENUE FOR FY2020.
Fundraising Events Schedule G, Part II BIKE MS BIKE MS IS THE LARGEST FUNDRAISING BIKE SERIES IN THE WORLD. WITH BIKE MS RIDES ACROSS THE COUNTRY, ANYONE, ANYWHERE, CAN FUEL PROGRESS. DURING FY2020, 4,700 TEAMS AND MORE THAN 45,000 CYCLISTS CHOSE BIKE MS DURING THE 36 VIRTUAL AND IN-PERSON BIKE EVENTS HELD. WALK MS OVER 81,000 PEOPLE PARTICIPATE IN WALK MS EVENTS IN FY2020. WALK MS IS THE PERFECT PLACE TO CONNECT TO THE SERVICES AND SUPPORT OFFERRED BY THE NATIONAL MS SOCIETY. THERE WERE 353 VIRTUAL AND IN-PERSON WALK EVENTS HELD DURING FY2020.
Schedule G (Form 990 or 990-EZ) 2019
Additional Data


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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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC 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
noncash assistance
(h) Purpose of grant
or assistance
(1) Accelerated Cure Project
460 Totten Pond Road
Waltham,MA02452
04-3555864 501(C)(3) 338,195 0     Research
(2) Albert Einstein College of Medicine
1300 Morris Park Avenue
Bronx,NY10461
47-2209056 501(C)(3) 90,129 0     Research
(3) Baylor College of Medicine
One Baylor Plaza Rm 600D
Houston,TX77030
74-1613878 501(C)(3) 99,504 0     Research
(4) Benaroya Research Institute
1201 9th Avenue
Seattle,WA98101
91-0653422 501(C)(3) 165,939 0     Research
(5) Berry College Inc
2277 Martha Berry Hwy NW
Mt Berry,GA30149
58-0566133 501(C)(3) 54,996 0     Research
(6) Beth Israel Deaconess Medical Center
330 Brookline Ave
Boston,MA02215
04-2103881 501(C)(3) 75,724 0     Research
(7) Boston Children's Hospital
300 Longwood Ave
Boston,MA02115
04-2774441 501(C)(3) 51,990 0     Research
(8) Brentwood Biomedical Research Institute
11301 Wilshire Blvd
Los Angeles,CA90073
95-4183712 501(C)(3) 70,215 0     Research
(9) Brigham & Women's Hospital
60 FENWOOD ROAD
Boston,MA02115
04-2312909 501(C)(3) 1,319,578 0     Research
(10) Brown University
Controllers off box J
Providence,RI02912
05-0258809 501(C)(3) 20,000 0     Research
(11) Case Western Reserve University
10900 Euclid Avenue
Cleveland,OH44106
34-1018992 501(C)(3) 206,048 0     Research
(12) Children's Hospital of Philadelphia
3401 Civic Cntr Blvd
Philadelphia,PA19104
23-1352166 501(C)(3) 225,118 0     Research
(13) Cleveland Clinic Foundation
9500 Euclid Avenue
Cleveland,OH44195
91-2153073 501(C)(3) 1,020,723 0     Research
(14) Colorado State University
555 South Howes
Fort Collins,CO80523
84-6000545 GOV. 34,490 0     Research
(15) Columbia University
615 W 131st St 3rd Fl
New York,NY10027
13-5598093 501(C)(3) 348,013 0     Research
(16) Duke University
PO box 602651
Durham,NC27710
56-0532129 501(C)(3) 205,711 0     Research
(17) Emory University
PO Box 935084
Atlanta,GA31193
58-0566256 501(C)(3) 55,000 0     Research
(18) Georgetown University
37th and O Street NW
Washington,DC20057
53-0196603 501(C)(3) 140,863 0     Research
(19) Georgia State University Research FDN Inc
PO Box 4030
Atlanta,GA30302
58-1845423 GOV. 54,483 0     Research
(20) Gryphon Scientific
6930 Carroll Ave
Takoma Park,MD20912
20-2858377 501(C)(3) 201,609 0     Research
(21) Henry Ford Health System
2799 West Grand Boulevard
Detroit,MI48202
38-1357020 501(C)(3) 180,789 0     Research
(22) Henry M Jackson Foundation
6720-A Rockledge Dr
Bethesda,MD20817
52-1317896 501(C)(3) 125,402 0     Research
(23) Hugo W Moser Research Institute at Kennedy Kriege
707 North Broadway
Baltimore,MD21205
52-1524967 501(C)(3) 55,000 0     Research
(24) Icahn School of Medicine at Mount Sinai
One Gustave L Levy Pl
New York,NY10029
13-6171197 501(C)(3) 352,681 0     Research
(25) Johns Hopkins University
1101 E 33rd St
Baltimore,MD21218
52-0595110 501(C)(3) 1,331,934 0     Research
(26) Kent State University
800 East Summit St
Kent,OH44242
31-6402079 GOV. 99,815 0     Research
(27) Kessler Foundation Research Center
120 Eagle Rock Ave
East Hanover,NJ07936
31-1562134 501(C)(3) 383,422 0     Research
(28) Massachusetts General Hospital
55 Fruit St
Boston,MA02114
04-1564655 501(C)(3) 643,458 0     Research
(29) Mayo Clinic Rochester
PO box 1658
Minneapolis,MN55480
41-6011702 501(C)(3) 458,897 0     Research
(30) Medical University of South Carolina
19 Hagood Ave 505
Charleston,SC29425
57-6000722 501(C)(3) 55,000 0     Research
(31) Montclair State University
1 Normal Ave
Montclair,NJ07043
22-2912682 GOV. 200,783 0     Research
(32) NAT'L Cancer Inst NAT'L Inst of Health
9000 Rockville Pike
Bethesda,MD20892
52-0858115 501(C)(3) 89,063 0     Research
(33) NATIONAL INSTITUTE OF NEUROLOGICAL DISORDER
9000 Rockville Pike
Bethesda,MD20892
52-0858115 501(C)(3) 94,338 0     Research
(34) National Institutes of Health
9000 Rockville Pike
Bethesda,MD20892
52-1986675 501(C)(3) 23,842 0     Research
(35) NAT'L Inst of HealthNAT'L Inst of Neurological Di
9000 Rockville Pike
Bethesda,MD20892
52-0858115 501(C)(3) 90,645 0     Research
(36) New York University
550 First Avenue
New York,NY10016
13-5562308 501(C)(3) 308,511 0     Research
(37) New York University School of Medicine
545 First Avenue
New York,NY10016
13-5562308 501(C)(3) 15,263 0     Research
(38) Northwestern University
633 Clark Street
Evanston,IL60208
36-2167817 501(C)(3) 101,781 0     Research
(39) Oregon Health & Science University
2525 SW 3rd Ave Ste 245
Portland,OR97201
93-1176109 501(C)(3) 1,091,408 0     Research
(40) Oregon State University
A312 KERR ADMIN
Corvallis,OR97331
61-1730890 GOV. 55,156 0     Research
(41) REGENTS UNIVERSITY OF CALIFNORNIA LA
10889 Wilshire Blvd
Los Angeles,CA90095
95-6006143 GOV. 353,757 0     Research
(42) Research Foundation of CUNY-ASRC
230 W 41st St 7th Fl
New York,NY10036
13-1988190 501(C)(3) 31,891 0     Research
(43) Rocky Mountain MS Center Tissue Bank
8845 Wagner Street
Westminster,CO80031
84-0795455 501(C)(3) 386,504 0     Research
(44) Rutgers The State University of New Jersey
33 knightsbridge Road
Piscataway,NJ08854
46-2354111 GOV. 655,424 0     Research
(45) Saint Louis University
3545 Lindell Boulevard
St Louis,MO63103
43-0654872 501(C)(3) 238,278 0     Research
(46) Seattle Institute for Biomedical and Clinical Rese
1660 S CLB Way S-151F
Seattle,WA98108
91-1452438 501(C)(3) 55,000 0     Research
(47) Shepherd Center
2020 Peachtree Rd NW
Atlanta,GA30309
51-0141601 501(C)(3) 112,500 0     Research
(48) Southern California Permanente Medical
100 S Los Robles Ave
Pasadena,CA91101
95-1750445 501(C)(3) 17,526 0     Research
(49) St Jude Children's Research Hospital
262 Danny Thomas Pl
Memphis,TN38105
62-0646012 501(C)(3) 110,000 0     Research
(50) Stanford University
3145 Porter Drive
Palo Alto,CA94304
94-1156365 501(C)(3) 492,511 0     Research
(51) State University of New York at Stony Brook
100 Nicolls Rd
Stony Brook,NY11794
14-1368361 GOV. 97,046 0     Research
(52) Texas A&M AgriLife Research
400 Harvey Mitchell Pkwy
Clg Stn,TX77845
74-9000541 GOV. 131,416 0     Research
(53) The Curators of the University of Missouri
1 University Boulevard
St Louis,MO63121
43-6003859 GOV. 203,382 0     Research
(54) The J David Gladstone Institutes
1650 Owens Street
San Francisco,CA94158
23-7203666 501(C)(3) 59,027 0     Research
(55) The State University of New York at Buffalo
12 Capen Hall
Buffalo,NY14260
16-1514621 GOV. 370,981 0     Research
(56) The University of Iowa
105 Jessup Hall
Iowa City,IA52242
42-6004813 501(C)(3) 106,037 0     Research
(57) The University of Texas at San Antonio
One UTSA Circle
San Antonio,TX78249
74-1717115 GOV. 55,391 0     Research
(58) Thomas Jefferson University
1020 Walnut Street
Philadelphia,PA19107
23-1352651 501(C)(3) 296,448 0     Research
(59) Tisch MS Research Center
521 W 57th St 4th Fl
New York,NY10019
25-1922851 501(C)(3) 250,000 0     Research
(60) University of Alabama at Birmingham
701 20th ST S-AB 921
Birmingham,AL35294
63-6005396 GOV. 547,671 0     Research
(61) University of California San Diego
9500 Gilman Dr
La Jolla,CA92093
95-6006144 GOV. 311,361 0     Research
(62) University of California Berkeley
2227 Piedmont Avenue
Berkeley,CA94720
94-6090626 GOV. 117,744 0     Research
(63) University of California Davis
1850 Research Park Drive
Davis,CA95618
94-6036494 GOV. 165,391 0     Research
(64) University of California Riverside
900 University Ave
Riverside,CA92521
95-6006142 GOV. 158,830 0     Research
(65) University of California San Francisco
1855 Folsom Street
San Francisco,CA94143
94-6036493 GOV. 1,969,292 0     Research
(66) University of Chicago
5801 South Ellis Avenue
Chicago,IL60637
36-2177139 GOV. 239,614 0     Research
(67) University of Colorado Denver
1800 Grant St Ste 500
Denver,CO80203
84-6000555 GOV. 388,486 0     Research
(68) University of Connecticut
343 Mansfield RD
Storrs Mansfield,CT06269
06-0772160 GOV. 101,677 0     Research
(69) University of Connecticut Health Center
263 Farmington Avenue
CB 8501
Farmington,CT06030
52-1725543 GOV. 398,825 0     Research
(70) University of Florida
PO box 113201
Gainesville,FL32611
59-6002052 GOV. 54,313 0     Research
(71) University of Illinois at Chicago
800 S Marshfld Ave 511MB
Chicago,IL60612
37-6000511 GOV. 152,862 0     Research
(72) University of Illinois at Urbana-Champaign
1200 West Harrison St
Urbana,IL61801
37-6000511 GOV. 642,802 0     Research
(73) University of Maryland Baltimore
4100 Chesapeake Bldg
College Park,MD20742
52-6002033 GOV. 55,000 0     Research
(74) University of Massachusetts Medical School
55 N Lake Ave
Worcester,MA01655
04-3167352 GOV. 77,698 0     Research
(75) University of Michigan
5082 Wolverine Tower
Ann Arbor,MI48109
38-6006309 GOV. 81,711 0     Research
(76) University of North Carolina at Chapel Hill
153A Cntry Clb Rd
Chapel Hill,NC27514
56-6001393 GOV. 488,167 0     Research
(77) University of Pennsylvania
3451 Walnut Street
Philadelphia,PA19104
23-1352685 GOV. 259,112 0     Research
(78) University of Southern California
University Gardens
Los Angeles,CA90089
95-1642394 GOV. 345,919 0     Research
(79) University of Utah
201S Prsdnts Cir
Salt Lake City,UT84112
87-6000525 GOV. 1,553,513 0     Research
(80) University of Vermont
85 S Prospect St
Burlington,VT05405
03-0179440 GOV. 32,269 0     Research
(81) University of Virginia
PO Box 400195
Charlottesville,VA22904
54-6001796 GOV. 61,160 0     Research
(82) University of Washington
4300 Roosevelt Way NE
Seattle,WA98195
91-6001537 GOV. 771,312 0     Research
(83) Vanderbilt University
2301 Vanderbilt Plc
Nashville,TN37240
62-0476822 501(C)(3) 53,689 0     Research
(84) Vanderbilt University Medical Center
1161 21st Ave Ste
Nashville,TN37232
35-2528741 501(C)(3) 217,981 0     Research
(85) Versiti Wisconsin Inc
638 N 18th Street
Milwaukee,WI53233
39-0807235 501(C)(3) 225,777 0     Research
(86) Virginia Commonwealth University
PO Box 843035
Richmond,VA23284
54-6001758 GOV. 246,929 0     Research
(87) Washington University School of Medicine
660 Euclid Ave CB8501
St Louis,MO63110
43-0653611 GOV. 1,302,326 0     Research
(88) Weill Cornell Medical College
1300 York Avenue
New York,NY10065
13-1623978 501(C)(3) 294,175 0     Research
(89) Westat
1600 Research Boulevard
Rockville,MD20850
84-0529566 501(C)(3) 10,069 0     Research
(90) Yale University
2 Whitney Ave 6th Fl
New Haven,CT06510
06-0646973 501(C)(3) 393,333 0     Research
(91) Brainstrom Cell Therapeutics Inc
1325 Ave of the Amer
New York,NY10019
20-7273918 N/A 321,965 0     RESEARCH
(92) Cashel Neural Inc
10000 Cedar Avenue
Cleveland,OH44106
82-4625105 501(C)(3) 174,154 0     RESEARCH
(93) Clene Nanomedicine Inc
3165 E MillrOck Dr
Salt Lake City,UT84121
32-0446164 N/A 322,270 0     RESEARCH
(94) Longevity Biotech Inc
3001 Market St
Philadelphia,PA19104
27-2351016 N/A 10,310 0     RESEARCH
(95) TG Therapeutics Inc
2 Gansevoort St 9th fl
New York,NY10014
36-3898269 501(C)(3) 12,723 0     RESEARCH
(96) Therini Bio Inc
1080 Marsh Rd
Menlo Park,CA94025
81-4579978 N/A 61,940 0     RESEARCH
(97) University of California Riverside
900 University Ave
Riverside,CA92521
95-6006142 GOV. 130,706 0     RESEARCH
(98) Brigham and Women's Hospital
75 Francis Street
Boston,MA02115
04-2312909 501(C)(3) 18,750 0     Clinical
(99) Children's Hospital of Philadelphia
3401 Civic Ctr Bldg
Philadelphia,PA19104
23-1352166 501(C)(3) 95,500 0     Clinical
(100) Cleveland Clinic Foundation
9500 Euclid Avenue
Cleveland,OH44195
91-2153073 501(C)(3) 177,300 0     Clinical
(101) Icahn School of Medicine at Mount Sinai
1 Gustave L Levy Place
New York,NY10029
13-6171197 501(C)(3) 112,250 0     Clinical
(102) Johns Hopkins University
1101E 33rd St Ste D200
Baltimore,MD21218
52-0595110 501(C)(3) 112,111 0     Clinical
(103) New York University
550 First Avenue
New York,NY10016
13-5562308 501(C)(3) 75,000 0     Clinical
(104) Oregon Health & Science University
2525 SW 3rd Ave Ste 245
Portland,OR97201
93-1176109 501(C)(3) 93,500 0     Clinical
(105) The Uni of Texas Southwestern Medical Ctr
5323 Harry Hines Blvd
Dallas,TX75390
75-6002868 501(C)(3) 109,570 0     Clinical
(106) University of Alabama at Birmingham
701 20th St S-AB 921
Birmingham,AL35294
63-6005396 GOV. 18,750 0     Clinical
(107) University of California San Diego
9500 Gilman Dr
La Jolla,CA92093
95-6006144 GOV. 18,750 0     Clinical
(108) University of California San Francisco
1855 Folsom Street
San Francisco,CA94143
94-6036493 GOV. 29,219 0     Clinical
(109) University of Colorado Denver
1800 Grant St Ste 500
Denver,CO80203
84-6000555 GOV. 56,250 0     Clinical
(110) University of Massachusetts Medical School
55 N Lake Ave
Worcester,MA01655
04-3167352 GOV. 90,750 0     Clinical
(111) University of Rochester Medical Center
518 Hylan Building
Rochester,NY14627
16-0743209 501(C)(3) 93,500 0     Clinical
(112) University of Southern California
University Gardens
Los Angeles,CA90089
95-1642394 GOV. 99,063 0     Clinical
(113) University of Texas at Austin
110 Inner Campus Dr
Austin,TX78712
74-6000203 GOV. 75,000 0     Clinical
(114) University of Washington
4300 Roosevelt Way NE
Seattle,WA98195
91-6001537 GOV. 107,869 0     Clinical
(115) Vanderbilt University Medical Center
1161 21st Ave
Nashville,TN37232
35-2528741 501(C)(3) 75,000 0     Clinical
(116) Virginia Commonwealth University
PO Box 843035
Richmond,VA23284
54-6001758 501(C)(3) 136,448 0     Clinical
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
112
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
4
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2019

Schedule I (Form 990) 2019
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1) FINANCIAL ASSISTANCE 3438 2,905,802      
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS SCHEDULE I, PART I, LINE 2 RESEARCH GRANTS THE SOCIETY UTILIZES VOLUNTEER COMMITTEES OF RENOWNED SCIENTISTS AND NEUROLOGISTS TO SELECT RESEARCH GRANTS FOR FUNDING IN THE UNITED STATES AND ABROAD. ALL GRANTEES ARE TO PROVIDE SCIENTIFIC AND FINANCIAL PROGRESS REPORTS ON A QUARTERLY BASIS WHICH ARE REVIEWED BY QUALIFIED STAFF. FINANCIAL ASSISTANCE GRANTS MS NAVIGATORS WORK WITH EACH INDIVIDUAL TO DEVELOP AN ASSISTANCE REQUEST THAT WOULD LEAD TO A CUSTOMIZED AND SUSTAINABLE SOLUTION. OTHER POTENTIAL RESOURCES ARE EXPLORED AND A DETERMINATION IS MADE WHETHER THE ASSISTANCE REQUEST MEETS THE CRITERIA ESTABLISHED IN THE SOCIETY'S FINANCIAL ASSISTANCE GUIDELINES. approved requests result in payments made directly to the vendor specified in the request.
Schedule I (Form 990) 2019



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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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 on 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 on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of 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
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used 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 on 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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on 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" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
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 on 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 (E) amounts for that individual.
(A) Name and Title (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 in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1CYNTHIA ZAGIEBOYLO
PRESIDENT & CEO
(i)

(ii)
570,915
-------------
0
0
-------------
0
0
-------------
0
11,200
-------------
0
1,715
-------------
0
583,830
-------------
0
0
-------------
0
2TAMI CAESAR
CFO & COO
(i)

(ii)
300,378
-------------
0
0
-------------
0
0
-------------
0
11,200
-------------
0
35,626
-------------
0
347,204
-------------
0
0
-------------
0
3ERIC HILTY
CHIEF LEGAL OFF.(THRU 11/6/20)
(i)

(ii)
236,833
-------------
0
0
-------------
0
0
-------------
0
9,191
-------------
0
30,081
-------------
0
276,105
-------------
0
0
-------------
0
4PAUL WEISS THRU 11220
CHIEF CRM, MKT & TECH OFFICER
(i)

(ii)
343,839
-------------
0
0
-------------
0
0
-------------
0
11,200
-------------
0
31,693
-------------
0
386,732
-------------
0
0
-------------
0
5TIM COETZEE
CHIEF ADVOC, SVC & RSRCH OFFCR
(i)

(ii)
335,983
-------------
0
0
-------------
0
0
-------------
0
11,200
-------------
0
38,037
-------------
0
385,220
-------------
0
0
-------------
0
6JOHN SCOTT
CHIEF DEV & COMM LEAD. OFFICER
(i)

(ii)
345,012
-------------
0
0
-------------
0
0
-------------
0
11,200
-------------
0
16,443
-------------
0
372,655
-------------
0
0
-------------
0
7LISA GOLDFARB
CHIEF HR & VOL ENG OFFICER
(i)

(ii)
312,801
-------------
0
0
-------------
0
0
-------------
0
11,200
-------------
0
2,867
-------------
0
326,868
-------------
0
0
-------------
0
8BRUCE BEBO
EVP, RESEARCH PROGRAMS
(i)

(ii)
209,849
-------------
0
0
-------------
0
0
-------------
0
18,651
-------------
0
21,227
-------------
0
249,727
-------------
0
0
-------------
0
9RON ZWERIN
EVP, MARKETING
(i)

(ii)
212,028
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
32,247
-------------
0
244,275
-------------
0
0
-------------
0
10ELIZABETH CRITES
EVP, INDIV GIVING & CORP REL
(i)

(ii)
208,705
-------------
0
0
-------------
0
0
-------------
0
7,754
-------------
0
4,672
-------------
0
221,131
-------------
0
0
-------------
0
11REBECCA FEHLIG
EVP, OPERATIONS
(i)

(ii)
191,466
-------------
0
0
-------------
0
0
-------------
0
6,430
-------------
0
1,814
-------------
0
199,710
-------------
0
0
-------------
0
12MAUREEN REEDER
EVP, LEAD & ORG(THRU 01/25/19)
(i)

(ii)
290,484
-------------
0
0
-------------
0
0
-------------
0
2,430
-------------
0
415
-------------
0
293,329
-------------
0
0
-------------
0
13JENNIFER LEE
EVP, FUNDRAISING EVENTS
(i)

(ii)
257,154
-------------
0
0
-------------
0
0
-------------
0
10,400
-------------
0
23,813
-------------
0
291,367
-------------
0
0
-------------
0
14PHYLLIS ROBSHAM
EVP, COMMUNITY LEADERSHIP
(i)

(ii)
258,254
-------------
0
0
-------------
0
0
-------------
0
10,328
-------------
0
13,988
-------------
0
282,570
-------------
0
0
-------------
0
15BARI TALENTE
EVP, ADVOCACY
(i)

(ii)
225,666
-------------
0
0
-------------
0
0
-------------
0
6,932
-------------
0
39,830
-------------
0
272,428
-------------
0
0
-------------
0
16KAY JULIAN
EVP, SERVICES (THRU 11/02/20)
(i)

(ii)
241,504
-------------
0
0
-------------
0
0
-------------
0
9,760
-------------
0
16,290
-------------
0
267,554
-------------
0
0
-------------
0
17GRAHAM MCREYNOLDS
FMR AVP, GLOBAL INITIATIVES
(i)

(ii)
101,308
-------------
0
0
-------------
0
0
-------------
0
4,101
-------------
0
19,970
-------------
0
125,379
-------------
0
0
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
SCHEDULE J, PART II, COMPENSATION The compensation information reported on part VII and Schedule J is based on the 2019 calendar year and predates the COVID pandemic that has greatly impacted the Societys operations. Salary reductions for highly compensated employees were implemented in 2020 as part of the COVID-19 Contingency Plan to reduce expenses while retaining employees and delivering on our mission. Those reductions will be reflected in next years filing.
Schedule J (Form 990) 2019

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
NATIONAL MULTIPLE SCLEROSIS SOCIETY
 
Employer identification number

13-5661935
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 177 2,289,940 FMV
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2019)
Schedule M (Form 990) (2019)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
NUMBER OF CONTRIBUTIONS SCHEDULE M, PART I, LINE 9 THE ORGANIZATION IS REPORTING THE NUMBER OF NONCASH CONTRIBUTIONS RECEIVED, NOT THE NUMBER OF ITEMS CONTRIBUTED.
Schedule M (Form 990) (2019)

Additional Data


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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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
NATIONAL MULTIPLE SCLEROSIS SOCIETY
 
Employer identification number

13-5661935
Return Reference Explanation
COVID-19 IMPACT In early 2020, an outbreak of the novel strain of coronavirus ("COVID-19") EMERGED ON A GLOBAL SCALE. IN REACTION TO THE OUTBREAK, FEDERAL, state, and local governments issued mandates that disrupted businesses and resulted in an overall decline in economic activity. Despite the operating challenges it presented, the Society remained focused on delivering its core mission. The pandemic caused the Society to close offices across the country and shift its operations, events and community programs to a remote status, which remained in effect through the end of fiscal 2020 and into fiscal 2021. Donor-based revenues have been materially impacted, as in-person fundraising events moved to virtual events and connections with donors and people affected by MS turned to online formats. Overall, the impact was a reduction of 21% of total revenues for the year ended September 30, 2020, as compared to the prior year. An expense contingency plan was developed, INCLUDING COMPENSATION REDUCTIONS TO THOSE PAID OVER $100,000, and the Societys research and other operating expenses were reduced focusing on the least disruption to the mission until the effects of the pandemic lessen. PROGRAM SERVICE ACCOMPLISHMENTS OTHER PROGRAM SERVICES FORM 990, PART III, LINE 4D PROFESSIONAL EDUCATION AND TRAINING THE SOCIETY WANTS SCIENTISTS AND HEALTHCARE PROFESSIONALS TO BE AWARE OF AND TRAINED IN MS SO THAT THE VERY BEST EXPERTISE WORLDWIDE IS ENGAGED IN FINDING TREATMENTS AND SOLUTIONS FOR EVERYONE WITH MS. THIS INCLUDES ACTIVITIES AND PROGRAMS DESIGNED TO IMPROVE THE KNOWLEDGE, SKILLS, AND CRITICAL JUDGEMENT OF SCIENTISTS, PHYSICIANS AND OTHER HEALTHCARE PROFESSIONALS ENGAGED (DIRECTLY OR INDIRECTLY) IN PROVIDING SERVICES TO PEOPLE LIVING WITH MS BY KEEPING THEM ABREAST OF NEW DIAGNOSTIC TECHNIQUES AND THERAPIES - 5,743 HEALTHCARE PROVIDERS PARTICIPATED IN THESE PROGRAMS DURING 2020. OF THOSE WHO ATTENDED, 86% REPORTED INCREASED KNOWLEDGE ABOUT MS CARE. IN 2020, HEALTHCARE PROVIDERS MADE 8,711 REFERRALS TO THE SOCIETY.
CLASSES OF MEMBERS OR STOCKHOLDERS FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE SOCIETY ARE COMPRISED OF THE MEMBERS OF THE 34 MARKETS WHO ARE NON-VOTING MEMBERS, AND THOSE MARKETS CHOOSE VOTING MEMBERS WHO COMPRISE THE DELEGATE ASSEMBLY.
ELECTION OF MEMBERS AND THEIR RIGHTS FORM 990, PART VI, SECTION A, LINE 7A ALL MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY THE DELEGATE ASSEMBLY WHICH IS COMPRISED OF VOTING MEMBERS OF THE ORGANIZATION. EACH MARKET IS ALLOCATED A NUMBER OF VOTING MEMBERS BASED ON A FORMULA. VOTING MEMBERS ARE THE VOLUNTEER LEADERS OF THE MARKET AND THE NATIONAL BOARD OF DIRECTORS.
DECISIONS SUBJECT TO APPROVAL OF MEMBERS FORM 990, PART VI, SECTION A, LINE 7B THE DELEGATE ASSEMBLY ELECTS THE GOVERNING BODY, APPROVES ANY BY-LAW CHANGES AND APPROVES THE SOCIETY'S STRATEGIC PLAN.
ORGANIZATION'S PROCESS TO REVIEW FORM 990 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 AND ACCOMPANYING SCHEDULES ARE PREPARED BY AN EXTERNAL INDEPENDENT ACCOUNTING FIRM IN CONJUNCTION WITH MANAGEMENT. IT IS THEN PROVIDED TO THE AUDIT COMMITTEE MEMBERS FOR REVIEW, COMMENTS, CORRECTIONS, AND EDITS. THE REVIEW COMMENTS OF THE AUDIT COMMITTEE ARE INCORPORATED INTO THE FORM 990 BY THE CFO. A MEETING OF THE AUDIT COMMITTEE IS HELD TO APPROVE THE REVISED FORM 990, AND TO APPROVE DISTRIBUTION TO THE ENTIRE SOCIETY BOARD OF DIRECTORS. THE SOCIETY BOARD OF DIRECTORS IS GIVEN A PERIOD OF TIME TO REVIEW AND COMMENT ON THE FORM 990 BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE.
ENFORCEMENT OF CONFLICTS POLICY FORM 990, PART VI, SECTION B, LINE 12C ALL STAFF AND MEMBERS OF THE NATIONAL BOARD OF DIRECTORS AND VOLUNTEERS SERVING ON KEY COMMITTEES MUST REVIEW THE CONFLICT OF INTEREST POLICY & MAKE ANY APPROPRIATE DISCLOSURES. IF AN INDIVIDUAL DISCLOSES AN ACTUAL OR POTENTIAL CONFLICT, THE LEGAL TEAM REVIEWS THE DISCLOSURE AND DRAFTS A CONFLICT RESOLUTION REPORT TO ADDRESS THE ACTUAL OR POTENTIAL CONFLICT. THE RESOLUTION REPORT IS PRESENTED TO THE AUDIT COMMITTEE AND THE AUDIT COMMITTEE EDITS AND ULTIMATELY APPROVES A RESOLUTION REPORT FOR EACH OF THE DISCLOSED CONFLICTS. THE RESOLUTION REPORT ENSURES THAT THE INDIVIDUAL DOES NOT PARTICIPATE IN ANY DISCUSSIONS OR VOTES RELATED TO THE CONFLICT. THE INDIVIDUAL WHO DISCLOSED THE CONFLICT IS PROVIDED A COPY OF THE RESOLUTION REPORT AND COMPLIES WITH IT.
COMPENSATION PROCESS FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION COMMITTEE IS COMPRISED OF AT LEAST THREE (3) INDEPENDENT BOARD MEMBERS THAT DETERMINE THE COMPENSATION OF THE PRESIDENT AND CEO, OFFICERS AND OTHER KEY EMPLOYEES. THE COMMITTEE IS PROVIDED WITH COMPARABLE SALARY INFORMATION AND DATA FOR ALL POSITIONS AT OTHER VOLUNTARY HEALTHCARE AGENCIES OF SIMILAR SIZE AND NATIONAL INFLUENCE. THE PRESIDENT AND CEO'S PERFORMANCE IS EVALUATED ON AN ANNUAL BASIS BY THE MEMBERS OF THE COMPENSATION COMMITTEE. THE PRESIDENT AND CEO COMPENSATION IS reviewed with THE BOARD DURING EXECUTIVE SESSION. THE PRESIDENT AND CEO OR HER DESIGNEE CONDUCTS PERFORMANCE EVALUATIONS FOR OFFICERS AND OTHER KEY EMPLOYEES. THE OUTCOME OF THESE EVALUATIONS IS SHARED WITH THE COMPENSATION COMMITTEE TO PROVIDE INFORMATION ON THEIR DECISIONS ABOUT COMPENSATION AND IS REVIEWED WITH THE BOARD DURING EXECUTIVE SESSION.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PART VI, SECTION C, LINE 19 THE SOCIETYS IRS FORM 990, IRS FORM 990-T AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE AT WWW.NATIONALMSSOCIETY.ORG, AND ON THE CHARITY NAVIGATOR WEBSITE. THE SOCIETY'S GOVERNING DOCUMENTS, RECORD RETENTION AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.
OTHER CHANGES IN NET ASSETS EXPLANATION FORM 990, PART XI, LINE 9 Other non-operating income $ 11,543 Change in fair value of beneficial interest in trust $ 64,079 Change in value of split-interest agreements $ 195,545 ------------ Total $ 271,167
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


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" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2019
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 (if applicable) 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,NY100173822
26-1933619
RESEARCH DE 590,897 1,550,427 NMSS
 










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 entity?
Yes No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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
(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
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, or (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 Dividends from related organization(s) ............................
1f
 
 
g Sale of assets to related organization(s) ............................
1g
 
 
h Purchase of assets from related organization(s) ............................
1h
 
 
i Exchange of assets with related organization(s) ............................
1i
 
 
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
 
o Sharing of paid employees with related organization(s) ............................
1o
 
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
 
r Other transfer of cash or property to related organization(s) ............................
1r
 
 
s Other transfer of cash or property from related organization(s) ............................
1s
 
 
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 related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved





Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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) 2019
Schedule R (Form 990) 2019
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. (see instructions).
Return Reference Explanation
DISREGARDED ENTITIES SCHEDULE R, PART I, FAST FORWARD LLC ("FAST FORWARD"), A CONSOLIDATED NOT-FOR-PROFIT AFFILIATE OF THE SOCIETY, DERIVES ITS TAX EXEMPTION FROM THE SOCIETY AND IS TREATED AS A "DISREGARDED ENTITY" FOR TAX PURPOSES. FAST FORWARD PARTNERS WITH SELECTED BIOTECHNOLOGY COMPANIES AND ACADEMIC INSTITUTIONS ENGAGED IN RESEARCH AND DEVELOPMENT PROJECTS AIMED AT IDENTIFYING AND DEVELOPING THERAPIES AND/OR DIAGNOSTICS TO IMPROVE THE TREATMENT OF MS.
Schedule R (Form 990) 2019

Additional Data


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