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National Multiple Sclerosis Society, Pacific South Coast Chapter

 1121 East Dyer Road, Suite 140
 Santa Ana, CA 92705
[P] (800) 486-6762
[F] (760) 804-9266
www.nationalmssociety.org
[email protected]
Erich Foeckler
FOUNDED: 1954
INCORPORATED: 1954
 Printable 1 Page Summary
 Printable Profile
Organization DBA --
Former Names --
Organization received a competitive grant from the community foundation in the past five years No
Employer Identification Number 95-2633200 00000

Summary


Mission StatementMORE »

Working toward a world free of multiple sclerosis, the mission of the National Multiple Sclerosis Society is to mobilize people and resources so that everyone affected by MS can live their best lives as we stop MS in its tracks, restore what has been lost, and end MS forever. For those affected by this unpredictable and disabling disease, symptoms range from visual impairment and cognitive dysfunction, to loss of muscle coordination and paralysis. While most people are diagnosed between the ages of 20 and 50, MS is the most common neurological disease leading to disability in younger adults, and more than 80% of those diagnosed with the disease are women.

In order to achieve a world free of MS, the Society's strategic goals and related objectives for 2016-2018 include: 

People have effective treatment choices and solutions to the challenges of living with MS: 1) To expand investments and worldwide collaboration to accelerate research; 2) To seize opportunities and build pathways with government, communities, and the private sector so people with MS get what they need; and 3) To influence, lead, and collaborate to expand resources to ensure access to health care.

People affected by MS connect to the individuals, information, and resources they need to move their lives forward: 1) To connect people affected by MS to one another and share life experiences and solutions; and 2) To connect people to information and resources so that they can take fully informed actions.

Consistent with the Society’s mission, the Pacific South Coast Chapter supports MS research and delivers programs and services to an estimated 7,300 individuals with MS and their families in the Orange, San Diego, and Imperial Counties, and the state of Hawaii; more than 3,000 people with MS reside in Orange County.

Mission Statement

Working toward a world free of multiple sclerosis, the mission of the National Multiple Sclerosis Society is to mobilize people and resources so that everyone affected by MS can live their best lives as we stop MS in its tracks, restore what has been lost, and end MS forever. For those affected by this unpredictable and disabling disease, symptoms range from visual impairment and cognitive dysfunction, to loss of muscle coordination and paralysis. While most people are diagnosed between the ages of 20 and 50, MS is the most common neurological disease leading to disability in younger adults, and more than 80% of those diagnosed with the disease are women.

In order to achieve a world free of MS, the Society's strategic goals and related objectives for 2016-2018 include: 

People have effective treatment choices and solutions to the challenges of living with MS: 1) To expand investments and worldwide collaboration to accelerate research; 2) To seize opportunities and build pathways with government, communities, and the private sector so people with MS get what they need; and 3) To influence, lead, and collaborate to expand resources to ensure access to health care.

People affected by MS connect to the individuals, information, and resources they need to move their lives forward: 1) To connect people affected by MS to one another and share life experiences and solutions; and 2) To connect people to information and resources so that they can take fully informed actions.

Consistent with the Society’s mission, the Pacific South Coast Chapter supports MS research and delivers programs and services to an estimated 7,300 individuals with MS and their families in the Orange, San Diego, and Imperial Counties, and the state of Hawaii; more than 3,000 people with MS reside in Orange County.


FinancialsMORE »

Fiscal Year 2017
Projected Expenses $6,944,006.00
Projected Revenue $6,644,002.00

ProgramsMORE »

  • MS Navigator Program

Revenue vs. Expense ($000s)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview


Mission Statement

Working toward a world free of multiple sclerosis, the mission of the National Multiple Sclerosis Society is to mobilize people and resources so that everyone affected by MS can live their best lives as we stop MS in its tracks, restore what has been lost, and end MS forever. For those affected by this unpredictable and disabling disease, symptoms range from visual impairment and cognitive dysfunction, to loss of muscle coordination and paralysis. While most people are diagnosed between the ages of 20 and 50, MS is the most common neurological disease leading to disability in younger adults, and more than 80% of those diagnosed with the disease are women.

In order to achieve a world free of MS, the Society's strategic goals and related objectives for 2016-2018 include: 

People have effective treatment choices and solutions to the challenges of living with MS: 1) To expand investments and worldwide collaboration to accelerate research; 2) To seize opportunities and build pathways with government, communities, and the private sector so people with MS get what they need; and 3) To influence, lead, and collaborate to expand resources to ensure access to health care.

People affected by MS connect to the individuals, information, and resources they need to move their lives forward: 1) To connect people affected by MS to one another and share life experiences and solutions; and 2) To connect people to information and resources so that they can take fully informed actions.

Consistent with the Society’s mission, the Pacific South Coast Chapter supports MS research and delivers programs and services to an estimated 7,300 individuals with MS and their families in the Orange, San Diego, and Imperial Counties, and the state of Hawaii; more than 3,000 people with MS reside in Orange County.


Background Statement

The National Multiple Sclerosis Society was founded in New York by Sylvia Lawry, a young lawyer whose brother Bernard suffered from visual and balance problems that proved to be early symptoms of multiple sclerosis. After receiving multiple responses to a classified ad in The New York Times soliciting information regarding MS, Sylvia realized the need for an organized effort to stimulate and finance research of this disease. In 1946, she gathered 20 of the nation's most prominent research scientists, and the following year founded what would be named the National Multiple Sclerosis Society. The Orange County and San Diego Area Chapters—in operation since 1954 and 1973, respectively—joined forces to form the Pacific South Coast Chapter in 2005, which now supports 7,300 individuals with MS in their families in the Orange, San Diego, and Imperial Counties of California as well as the state of Hawaii.


Impact Statement

During FY 2015 (10/1/14-9/30/15), the Chapter provided in-person or virtual education to 7,300 people with MS. More than 2,300 people participated in a program, self-help support groups, physical wellness classes, or received services.

1) The Chapter fielded more than 2,650 local requests for information and/or referrals;

2) Four issues of the quarterly MS Connection magazine were sent to 68,000 total recipients and more than 200,000 email recipients;
 
3) Nearly 600 people received support by attending one of 31 self-help groups, led by 40 volunteers; and
 
4) More than $169,000 in financial assistance was provided to people and their families toward modifications for homes, utility relief during the hot summer months, emergency assistance to avoid homelessness, transportation assistance, equipment assistance, and respite care.

For 2016, the Chapter’s top three goals include:

1) Connect people affected by MS to information, resources, and others to ensure they have what they need to live their best livesPeople affected by MS, including those isolated and at risk, can more easily locate, access, and connect to information; resources such as connection and wellness programs; and people to move their lives forward, regardless of the channel they choose: in person, in print, online, or by telephone.
 
2) Deliver one-to-one support—People affected by MS have guidance and partnership in finding the information, resources, and support they need to live their best lives, including MS education, community resources and services, and last-resort financial assistance.
 
3) Increase access to MS care—People with MS are connected to the best available resources and healthcare professionals who provide high quality specialty MS care; this is achieved through the Chapter’s efforts to increase number of local medical professionals who are knowledgeable about MS, provide better quality care, and refer patients to the Society.

Needs Statement

The most pressing needs facing the Society’s Pacific South Coast Chapter include:

· Increased volunteers to assist with a range of duties, including organizational governance through the Board of Trustees; fundraising via special event and committee participation; medical volunteers to assist at events; general office and administrative volunteers, including pro bono services in the areas of marketing, social media, and public relations.
 
· Enhanced corporate connections, resulting in increased corporate sponsorships of event fundraisers, corporate grant revenue, and representation on the Board of Trustees.
 
· Additional service management staff to work one-on-one with the MS client population in areas such as case management.

CEO Statement

Dear Friends,

On behalf of the National Multiple Sclerosis Society’s Pacific South Coast Chapter, we are proud to serve the Orange County community. The many achievements that we share reflect the steadfast commitment of a collective of passionate individuals that are working together and building connections—connections that raise awareness of MS and the crucial support needed to stop MS, restore lost function, and end MS forever.

The women and men who face the challenges of living with MS with humor, determination, and hope continually inspire us. We are equally inspired by the generosity of our donors, whose gifts support the Chapter’s programs and services that improve lives today and the promising research that will one day lead to a cure.

Thank you to every donor, volunteer, and champion of this cause. U.S. Olympic gold medalist and civil rights activist Wilma Rudolph said, “Never underestimate the power of dreams and the influence of the human spirit.” Your influence has made a significant impact—let’s continue our momentum by taking advantage of every opportunity to connect and making every connection count. Together our dream of a world free of MS will become a reality.

With appreciation,

Richard V. Israel, President

Cynthia Perazzo, Board Chair


Board Chair Statement

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Other Ways to Donate/Volunteer

A number of donation options are available and can be accessed via the Chapter’s website on its donation page: http://www.nationalmssociety.org/Chapters/CAS/Donate.

These options include the following: 1) Supporting event participants of Walk MS or Bike MS; 2) Making a donation online in any amount and doubling that donation if employer has a matching gift program; 3) Donating through tribute and memorial gifts to honor loved ones; 4) Donating through Corporate Employee Giving Programs—Combined Federal Campaign, State/Local Public Sector Campaigns, and the United Way; 5) Donating gifts of stock or securities; 6) Becoming a member of a Society Giving Circle—Golden Circle ($1,000 or more), Circle of Distinction ($1M or more), or Lawry Circle (deferred gift such as estate plan or trust); 7) Joining the Mission Possible Club through annual donations of $10,000 or more; and 8) Making a planned gift.
 
Volunteer opportunities are available across the following categories: 1) Administrative: Board of Trustees; 2) Development: data entry/events accounting, Bike MS—committee & volunteer day, Challenge Walk committees, Walk MS—committee & volunteer day, event volunteers (Walk MS, Bike MS, Challenge Walk, Auction, Golf), medical volunteers, HAM operators/communications committee, office clerical volunteers, volunteer call team, event photographers, and Corporate Volunteer Service day; 3) Information Systems: Data Entry Team; 4) Marketing: MS Ambassador Program/trained spokespeople with MS, Marketing Task Force, and volunteer content writers; 5) Programs & Services: advocacy network, Government Relations Committee, Angel Visitors to long-term care facilities, volunteers for Day at the Bay, Holiday Party, and Thanksgiving turkey delivery program, Self-Help Group peer leaders with MS, and exercise instructors; and 6) Strategic Philanthropy: Auction, Golf, and Bubbles & Brunch event committees and volunteers, Do It Yourself fundraising event hosts, and Donor Relations Committee.

Geographic Area Served

In a specific U.S. city, cities, state(s) and/or region.
Central Orange County
West Orange County
South Orange County
North Orange County

The Chapter serves all of Orange County, where an estimated 3,000 people with the disease and their families reside; additionally, it serves individuals affected by MS in the San Diego and Imperial Counties and the state of Hawaii.

Organization Categories

  1. Diseases Disorders & Medical Disciplines - Specifically Named Diseases
  2. -
  3. -

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Programs


MS Navigator Program

We respond to the complex challenges that people affected by MS face through a nationwide network of MS Navigators who:

- Serve as partners in connecting people to lasting solutions needed to move their lives forward such as services, benefits and entitlements

  • Provide support ranging from information & referrals to personal contact & needs assessment conducted by case managers
  • Provide services to all people affected by MS regardless of  location and preferred engagement method

MS Navigators may seek add'l resources/services & provide more in-depth help thru phone calls, research, and follow-up. For example, MS creates a range of challenges that can result in short-term financial crises and diminished capacity to pay for goods or services to manage the disease, and Navigators will evaluate the need for last-resort financial help. Areas of support range from durable medical equipment & respite care services, to emergency support to avoid crisis such as eviction or utility disconnection.



Budget  $0.00
Category  Diseases, Disorders & Medical Disciplines, General/Other Multiple Sclerosis
Population Served People/Families with of People with Disabilities At-Risk Populations General/Unspecified
Program Short-Term Success   People with MS can live their best lives and realize true life-changing breakthroughs when they are equipped with the tools to feel powerful, connected, supported and informed. People affected by MS know they can rely on the National MS Society as a supportive partner - today.  And have the best information to make life choices - today. People with MS have hope and optimism for the future, equipped with what they need to navigate the challenges of MS.
Program Long-Term Success   For too many people living with MS, significant challenges and roadblocks prevent them from living their best lives. Disease progression, social systems, and financial and environmental factors can present seemingly insurmountable obstacles to needed home care, medical equipment, insurance and other benefits. They can also have a significant, negative impact on necessary housing, support systems and community resources. We know these issues exist for many people living with MS.  By creating a comprehensive communication and outreach program that addresses any challenge faced by those with MS we provide a meaningful and reliable place to find the support and connections necessary to live their best life.
Program Success Monitored By  To be completed
Examples of Program Success  To be completed

Management


CEO/Executive Director Richard Israel
CEO Term Start --
CEO Email [email protected]
CEO Experience

The Pacific South Coast Chapter is led by its Chapter President, Richard Israel, who has served in this role since May 2008; Richard brought more than 20 years of experience in management and sales and marketing working for the San Diego Chargers, eBranded Solutions, San Diego Sockers, and Promark Sports. As the leader of the Chapter, the President ensures that operations are aligned to the National MS Society’s priorities and strategic plan, and provides leadership among the Chapter’s Board of Trustees, region colleagues, and staff members to implement the strategic plan. Further, he ensures that all board members are engaged and contributing per the board engagement and fundraising expectations, and works to leverage their influence and connections. The Chapter President is also responsible to identifying talent for the National Board of Directors and other Society committees and task forces.

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
Karen Hooper Executive Vice President --
Sarah Janssen Vice President, Development --

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

--

Staff Information

Number of Full Time Staff 23
Number of Part Time Staff 0
Number of Volunteers 15,000
Number of Contract Staff 2
Staff Retention Rate % 20%
Staff Professional Development --

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 20
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 1
Other (if specified): 1; two or more races
Gender Female: 18
Male: 4
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers --
Management Succession Plan No
Organization Policies And Procedures Yes
Business Continuity of Operations Plan --

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually

Government Licenses

--

CEO Comments

--

Foundation Comments

--

Governance


Board Chair Cynthia Perazzo
Board Chair Company Affiliation --
Board Chair Term -
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term Oct -

Board Members

Name Company Affiliations Status
Tricia Bothmer First Vice President, Financial Advisor, RBC Wealth Management --
Phil Bresnick Senior Vice President, Investments, Morgan Stanley Voting
Barry Clarkson Attorney/Partner, Latham & Watkins Voting
Jody Corey-Bloom, MD, PhD Neurologist, Professor of Neurosciences, UCSD Voting
Paul Dechary Senior Vice President and Senior Legal Counsel, Monster Energy --
Cecelia Garr Community Leader Voting
Charlotte Hayes Community Leader Voting
Rick Herschberg Business Consultant, Senior Manager, Deloitte Voting
Tim Holl Finance Chair; Partner, Ernst & Young LLP Voting
Barbara Katz Community Leader Voting
Jim Kesaris Audit Committee Chair; CFO/COO, CliniComp International Voting
Nick Locke President & CEO, Madiba, Inc. Voting
Nan Luke Attorney, Johnson, Cebula & Rygh Voting
Mark Mahigian Community Leader --
Mark Malbon Secretary; Executive VP, COO and CFO, Roland Corporation U.S. Voting
Penny Martin Community Leader Voting
Jay McCabe SVP, Commercial Loan Officer, First Bank Voting
Ally McGrory La Jolla MJ Management, LLC Voting
Samir Mehta M&A Marketing Integration Executive, IBM --
John G. Most President & CEO, MOST Brand Development + Advertising Voting
Lizbeth Najm, RN Whittier Hospital Medical Center Voting
Troy Parish VP, Service Providers, Shoretel Voting
Cynthia Perazzo Chair; SVP Strategy and Business Development, Hoag Hospital Voting
Jim Ponder CEO, Turnkey Strategic Relations Voting
Justin Reckers Governance Committee Chair; Director of Financial Planning, Pacific Wealth Management Voting
Kimberly Roush Founder and CEO, All-Star Executive Coaching Voting
Jerry Sanders CEO, San Diego Regional Chamber of Commerce Voting
Suzanne Schulman Educator, Grossmont Union High School District Voting
Karen Sedgwick Tyler VP Audit Services, Sempra Energy Voting
Ari Segal President, Anaheim Ducks and San Diego Gulls --
Chris Serocke Immediate Past Chair; Chief Operating Officer, Cianna Medical Voting
Annaliese Train Real Estate Agent, HOM GROUP Sotheby’s International Realty Voting
Norv Turner Offensive Coordinator, Minnesota Vikings Voting
Diana Twadell Barney & Barney, a Marsh & McLennan Agency Voting
Craig Walsh PhD Co-Director, UCI Institute for Immunology --
Diane Ward CPA, Ward & Associates CPAs, LLC Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 35
Hispanic/Latino: 0
Native American/American Indian: 0
Other: --
Other (if specified): 1
Gender Female: 15
Male: 21
Not Specified 0

Board Information

Board Term Lengths --
Board Term Limits --
Board Meeting Attendance % 95%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 81%
Percentage of In-Kind Contributions 3%
Board Orientation Yes

CEO Comments

--

Foundation Comments

--

Standing Committees

  • Audit
  • Executive
  • Finance
  • Legislative

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Fiscal Year Oct 01, 2016 to Sept 30, 2017
Projected Revenue $6,644,002.00
Projected Expenses $6,944,006.00
Form 990s

2015 Form 990

2014 IRS 990

2013 IRS 990

Audit Documents

2015 Audited Financial Statements

2014 Audited Financial Statements

2013 Audited Financial Statements

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2015 2014 2013
Total Revenue $5,190,920 $4,972,169 $6,043,166
Total Expenses $5,803,007 $5,790,964 $5,182,016

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2015 2014 2013
Foundation and
Corporation Contributions
$1,239,421 $1,124,309 $1,880,162
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $0 -- $0
Individual Contributions -- -- --
Indirect Public Support $0 -- $669
Earned Revenue $400 $6,850 $3,865
Investment Income, Net of Losses $18,882 $105,166 $12,341
Membership Dues $0 -- $0
Special Events $3,941,452 $3,628,741 $4,094,846
Revenue In-Kind $192,230 $101,162 $18,945
Other $494,091 $5,941 $32,338

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2015 2014 2013
Program Expense $4,912,421 $5,073,980 $4,186,669
Administration Expense $455,057 $104,633 $179,061
Fundraising Expense $435,529 $612,351 $816,286
Payments to Affiliates $2,878,140 -- --
Total Revenue/Total Expenses 0.89 0.86 1.17
Program Expense/Total Expenses 85% 88% 81%
Fundraising Expense/Contributed Revenue 8% 13% 14%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2015 2014 2013
Total Assets $2,542,650 $3,128,360 $3,633,830
Current Assets $1,692,298 $2,314,758 $2,882,526
Long-Term Liabilities $271,737 $290,118 $198,234
Current Liabilities $1,698,048 $1,608,614 $1,645,491
Total Net Assets $572,865 $1,229,628 $1,790,105

Short Term Solvency

Fiscal Year 2015 2014 2013
Current Ratio: Current Assets/Current Liabilities 1.00 1.44 1.75

Long Term Solvency

Fiscal Year 2015 2014 2013
Long-term Liabilities/Total Assets 11% 9% 5%
Endowment Value --
Spending Policy --
Percentage(If selected) --
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? --

CEO Comments

--

Foundation Comments

Summary financial data is per the Form 990s and consultation with the organization. Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.

Documents


Other Documents

No Other Documents currently available.