2022-09-12T12:50:58-05:00 2021-12-31 390758449 WIPFLI LLP 170 N RADNOR-CHESTER RD SUITE 200 RADNOR PA 19087 990 2021-01-01 232078543 SPECIAL OLYMPICS PENNSYLVANIA INC SPEC 6106309450 2750 BLVD OF THE GENERALS 124 NORRISTOWN PA 19403 MATTHEW B AARON PRESIDENT & CEO 6106309450 2022-09-12 1 MATTHEW AARON 999009999 SOLOMON MARDAKHAEV P01806552 6105653930 2022-09-07 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MATTHEW B AARON 2750 BLVD OF THE GENERALS 124 NORRISTOWN PA 19403 8847935 0 X WWW.SPECIALOLYMPICSPA.ORG X 1970 PA THE MISSION OF SPECIAL OLYMPICS IS TO PROVIDE YEAR-ROUND SPORTS TRAINING AND COMPETITION IN A VARIETY OF OLYMPIC-TYPE SPORTS FOR CHILDREN AND ADULTS WITH INTELLECTUAL DISABILITIES, GIVING THEM CONTINUING OPPORTUNITIES TO DEVELOP PHYSICAL FITNESS, DEMONSTRATE COURAGE, EXPERIENCE JOY, AND PARTICIPATE IN A SHARING OF GIFTS, SKILLS, AND FRIENDSHIP WITH THEIR FAMILIES, OTHER SPECIAL OLYMPICS ATHLETES, AND THE COMMUNITY. 27 27 61 42000 0 0 7132411 7745933 32318 30564 85394 149269 -376205 485224 6873918 8410990 0 0 0 0 3796813 3904307 6352 0 1191824 2936802 3105949 6739967 7010256 133951 1400734 10787138 13239510 720960 1043130 10066178 12196380 X THE MISSION OF SPECIAL OLYMPICS IS TO PROVIDE YEAR-ROUND SPORTS TRAINING AND COMPETITION IN A VARIETY OF OLYMPIC-TYPE SPORTS FOR CHILDREN AND ADULTS WITH INTELLECTUAL DISABILITIES, GIVING THEM CONTINUING OPPORTUNITIES TO DEVELOP PHYSICAL FITNESS, DEMONSTRATE COURAGE, EXPERIENCE JOY, AND PARTICIPATE IN A SHARING OF GIFTS, SKILLS, AND FRIENDSHIP WITH THEIR FAMILIES, OTHER SPECIAL OLYMPICS ATHLETES, AND THE COMMUNITY. 0 0 2015314 0 30564 SPORTS TRAINING AND COMPETITION: DESPITE THE COVID-19 PANDEMIC, SPECIAL OLYMPICS PENNSYLVANIA (SOPA) OFFERED 334 TRADITIONAL AND UNIFIED COMPETITIONS IN 54 LOCAL PROGRAMS WITH 42,000 VOLUNTEERS. COMPETITION IS OFFERED IN A VARIETY OF OLYMPIC-TYPE SPORTS FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES, ATHLETES, 8 YEARS OR OLDER. ALL TRAINING AND COMPETITION OPPORTUNITIES ARE PROVIDED FREE OF CHARGE TO THE ATHLETES AND THEIR FAMILIES, ENABLING EVERYONE TO EXPERIENCE THE BENEFITS OF SPECIAL OLYMPICS THAT EXTEND WELL BEYOND THE PLAYING FIELD. THE SPECIAL OLYMPICS EXPERIENCE FILLS A CRITICAL NEED IN THE LIVES OF PEOPLE WITH INTELLECTUAL DISABILITIES BY PROVIDING OPPORTUNITIES FOR PHYSICAL ACTIVITY, SOCIAL INTERACTION, AND THE DEMONSTRATION OF COMPETENCE TO THEMSELVES, THEIR FAMILIES AND THE COMMUNITY. ATHLETES LEARN DEVELOPMENTAL AND LIFE SKILLS AS THE BENEFITS OF PARTICIPATION TRANSLATE BEYOND SPORTS, HELPING THEM TO LIVE MORE INDEPENDENT AND REWARDING LIVES. SPECIAL OLYMPICS ALSO PROVIDES A POSITIVE VENUE FOR FAMILIES, VOLUNTEERS, AND DONORS TO BECOME PART OF A CARING COMMUNITY, AND TO BECOME INVOLVED IN THE MOVEMENT. 1731758 0 SPECIAL OLYMPICS UNIFIED SPORTS CREATES AN OPPORTUNITY FOR INDIVIDUALS WITH AND WITHOUT INTELLECTUAL DISABILITIES TO TRAIN AND COMPETE TOGETHER AS TEAMMATES. IN 2021 SOPA HOSTED 206 UNIFIED COMPETITIONS. INTERSCHOLASTIC UNIFIED SPORTS IS A SCHOOL-BASED UNIFIED SPORTS PROGRAM WHERE STUDENTS WITH AND WITHOUT INTELLECTUAL DISABILITIES ARE COMBINED FOR SCHOOL ACTIVITIES, YOUTH LEADERSHIP PROGRAMS, AND ATHLETIC COMPETITIONS. AT COMPLETION OF THE 2020-2021 SCHOOL YEAR, SOPA WAS IN 234 SCHOOLS WHICH IS AN INCREASE OF 44 SCHOOLS FROM 2019-2020 SCHOOL YEAR. 865958 0 SPECIAL OLYMPICS IS THE WORLD'S LARGEST PUBLIC HEALTH ORGANIZATION FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES (ID), PROVIDING ACCESS TO FREE HEALTH SERVICES FOR A POPULATION WITH SIGNIFICANT, UNMET HEALTH NEEDS. WE HAVE A DIABETES INITIATIVE IN PARTNERSHIP WITH THE PENNSYLVANIA DEPARTMENT OF HEALTH THAT AIMS TO REACH ATHLETES WHO MAY BE AT RISK FOR OR HAVE DIABETES. THIS PROGRAM REFERS ATHLETES TO A 'DIABETES SELF-MANAGEMENT EDUCATION AND SUPPORT' SITE WITHIN THEIR COMMUNITY TO FACILITATE FURTHER ASSESSMENT AND PROVIDE RESOURCES TO SUPPORT OPTIMAL HEALTH MANAGEMENT. DATA COLLECTED BY THE MOVE CHALLENGE AND FITNESS HEPTATHLON, INCLUDING HEIGHT AND WEIGHT/ BMI AND BLOOD PRESSURE IS EVALUATED AND THEN DETERMINED IF ATHLETE IS AT RISK OR HAS DIABETES. IF ATHLETE FALLS UNDER CATEGORY OF AT RISK OR DIABETIC, A REFERRAL TO A DSME SITE FOLLOWS. 4613030 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 61 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 PA X X X DANIEL REARDON 6103221164 2750 BLVD OF THE GENERALS SUITE 124 NORRISTOWN PA 19403 JAMES WENNER CHAIRMAN (LEFT NOV 2021) 5.00 X X 0 0 0 TOM HINDMAN CHAIRMAN 5.00 X X 0 0 0 JOHANNA SCHOENECK SECRETARY 5.00 X X 0 0 0 C SHANNON BARRY TREASURER 5.00 X X 0 0 0 KRISTI BOCCELLA BOARD MEMBER 5.00 X 0 0 0 MARC BRUNO BOARD MEMBER 5.00 X 0 0 0 RICH BILLMAN BOARD MEMBER 5.00 X 0 0 0 CARL BURGESS BOARD MEMBER (LEFT NOV 2021) 5.00 X 0 0 0 BRAD CAVEN BOARD MEMBER 5.00 X 0 0 0 MELISSA CHRISTIAN BOARD MEMBER 5.00 X 0 0 0 CARRIE COLLINS BOARD MEMBER (LEFT OCT 2021) 5.00 X 0 0 0 TERRILL DRAKE BOARD MEMBER 5.00 X 0 0 0 TONY GILLESPIE BOARD MEMBER 5.00 X 0 0 0 DR JONATHAN GLEASON BOARD MEMBER 5.00 X 0 0 0 ALICIA HICKOK BOARD MEMBER 5.00 X 0 0 0 TANYA JARRETT BOARD MEMBER 5.00 X 0 0 0 DAN KOLB BOARD MEMBER 5.00 X 0 0 0 DIERDRE KRAMER BOARD MEMBER 5.00 X 0 0 0 JIM LAUGHMAN BOARD MEMBER 5.00 X 0 0 0 BOB LOPEZ BOARD MEMBER (LEFT NOV 2021) 5.00 X 0 0 0 STEVE MATSICK BOARD MEMBER 5.00 X 0 0 0 MARY MEDER BOARD MEMBER 5.00 X 0 0 0 SUE PATERNO BOARD MEMBER 5.00 X 0 0 0 JOHN PAPAZOGLOU BOARD MEMBER 5.00 X 0 0 0 DAILLARD PARIS JR BOARD MEMBER 5.00 X 0 0 0 JAMES PETERS BOARD MEMBER (LEFT NOV 2021) 5.00 X 0 0 0 ERNIE ROUNDTREE BOARD MEMBER 5.00 X 0 0 0 SCOTT SCHUBERT BOARD MEMBER 5.00 X 0 0 0 DAVID SIMONETTI BOARD MEMBER 5.00 X 0 0 0 MICHAEL TRETTEL BOARD MEMBER 5.00 X 0 0 0 DENNIS WILSON BOARD MEMBER 5.00 X 0 0 0 JAYNE JAMISON BOARD MEMBER 5.00 X 0 0 0 MATTHEW B AARON PRESIDENT & CEO 40.00 X 210627 0 37438 CLARE WALSH MILLER CHIEF PROGRAM OFFICER 40.00 X 103414 0 14041 TIM KERRIHARD CHIEF DEVELOPMENT OFFICER 40.00 X 133188 0 25347 447229 0 76826 3 0 1 0 MIKE BOVINO 2111 WISCONSIN AVENUE WASHINGTON DC 20007 PROGRAM EXPANSION 107163 1 103167 1957146 561066 5124554 7745933 REGISTRATION 711300 30564 30564 30564 144852 144852 4417 0 4417 4417 4417 904989 1957146 410945 494044 494044 14985 26000 -11015 -11015 MISCELLANEOUS REVENUE 900099 2195 2195 2195 8410990 30564 0 634493 X 246834 144480 57112 45242 3044144 1756849 742313 544982 150191 95150 26359 28682 251701 162601 40086 49014 211437 133120 38190 40127 60000 60000 807297 545522 18418 243357 9221 9221 339554 247852 74904 16798 81033 42347 7349 31337 404233 271090 99882 33261 265492 245587 4868 15037 41 41 89518 79464 10054 49111 29719 10966 8426 125120 88478 11782 24860 EDUCATION MATERIALS 466184 466184 SPORTS EQUIPMENT 106325 90146 16179 UNIFORMS 71240 70406 834 0 REGISTRATION 64010 41677 2064 20269 167570 102358 50959 14253 7010256 4613030 1205402 1191824 X 721460 465868 0 255592 3084727 4429166 285846 243079 820961 929377 84877 106044 8828 60542 776690 709860 50710 66830 6451189 7404472 10787138 13239510 121203 408213 599757 634917 720960 1043130 X 9486385 11496061 579793 700319 10066178 12196380 10787138 13239510 1400734 729468 0 X 0 0 0 X 7627352 9252891 8957418 7132411 7745932 40716004 7627352 9252891 8957418 7132411 7745932 40716004 2205441 38510563 75250 94394 124887 127718 144852 567101 494044 494044 5375 3548 1377 823 2195 13318 41790467 702119 0.92150 0.93890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 60000 60000 0 PART II-B, LINE 1: SPECIAL OLYMPICS PENNSYLVANIA ENTERED INTO AN AGREEMENT WITH KSA GROUP, A CONSULTING AND LEGISLATIVE SERVICE FIRM, TO LOBBY ON BEHALF OF SPECIAL OLYMPICS PENNSYLVANIA. 403870 181116 33840 618826 342160 89623 21533 49446 403870 2232103 1889943 342160 2576336 344233 2232103 2433273 16597 247877 121411 2576336 1.00000 0 0 776690 709860 66830 66830 REFUNDABLE ADVANCE LIABILITY 634917 634917 X 10199235 729468 621832 436945 1788245 8410990 0 8410990 8069033 621832 436945 1058777 7010256 0 7010256 PART V, LINE 4: THE BOARD OF DIRECTORS HAS DESIGNATED A PORTION OF THE UNRESTRICTED NET ASSETS AS AN ENDOWMENT FUND FOR SUPPORT OF CAPITAL PROJECTS NECESSARY TO ASSIST PARTICIPATING ATHLETES, THE ATHLETE LEADERSHIP FUND TO SUPPORT SOPA'S VISION OF BEING THE "GLOBAL LEADER" IN ATHLETE LEADERSHIP, AND THE AL SENAVITIS MISSION IMPACT FUND TO PROVIDE RESOURCES TO ENSURE ATHLETES IN EVERY PART OF THE STATE ARE BEING SERVED WITH OPPORTUNITIES, PROGRAMS AND COMPETITIONS. THE BALANCE OF BOARD DESIGNATED NET ASSETS WAS $618,826 AND $403,870, AT DECEMBER 31, 2021 AND 2020, RESPECTIVELY. PART X, LINE 2: THE ORGANIZATION IS INCORPORATED UNDER THE COMMONWEALTH OF PENNSYLVANIA (COMMONWEALTH) NOT-FOR-PROFIT CORPORATION LAW AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS REGISTERED AS REQUIRED WITH THE PENNSYLVANIA BUREAU OF CHARITABLE ORGANIZATIONS. TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. OPEN PERIODS SUBJECT TO AUDIT FOR FEDERAL PURPOSES ARE GENERALLY THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SPECIAL EVENTS 410,945. COST OF GOODS SOLD 26,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SPECIAL EVENTS 410,945. COST OF GOODS SOLD 26,000. POLAR BEAR PLUNGES 1595673 857976 737697 23792 7435 2111 149130 BEAVER STADIUM RUN 332541 257701 74840 16514 15945 12 933921 841469 92452 14589 41490 8238 131701 2862135 1957146 904989 54895 48925 10349 296776 410945 494044 1 1.00000 MATTHEW B AARON 2570 BLVD OF THE GENERALS NORRISTOWN PA 19403 X X X X 0 0 0 0 0 0 0 0 0 MATTHEW B AARON PRESIDENT & CEO 210479 0 0 0 148 0 14961 0 22477 0 248065 0 0 0 TIM KERRIHARD CHIEF DEVELOPMENT OFFICER 133045 0 0 0 143 0 9686 0 15661 0 158535 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS AND FINANCE COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION DISTRIBUTES A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY TO OFFICERS, DIRECTORS, AND KEY EMPLOYEES. IF A POTENTIAL CONFLICT OF INTEREST IS DISCOVERED, THE BOARD OF DIRECTORS WILL REVIEW THE POTENTIAL CONFLICT AND MAKE A DETERMINATION IF A CONFLICT EXISTS. THE PERSONS WITH A POTENTIAL CONFLICT ARE PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATION AND DECISION IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE INDEPENDENT BOARD OF DIRECTORS ESTABLISHES COMPENSATION FOR THE CEO BASED ON A FORMAL ANNUAL REVIEW PROCESS. THE PROCESS INCLUDES A REVIEW OF JOB DUTIES, PERFORMANCE AND COMPARABILITY DATA IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE CEO FOLLOWS A SIMILAR ANNUAL PERFORMANCE REVIEW PROCESS FOR ALL OTHER STAFF MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 189,439. MANAGEMENT AND GENERAL EXPENSES 1,901. FUNDRAISING EXPENSES 18,247. TOTAL EXPENSES 209,587. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 356,083. MANAGEMENT AND GENERAL EXPENSES 16,517. FUNDRAISING EXPENSES 29,518. TOTAL EXPENSES 402,118. TELEMARKETING EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 195,592. TOTAL EXPENSES 195,592.