2024-09-12T11:46:14-05:00 2023-12-31 390758449 WIPFLI LLP 170 N RADNOR-CHESTER RD SUITE 200 RADNOR PA 19087 990 2023-01-01 232078543 SPECIAL OLYMPICS PENNSYLVANIA INC SPEC 6106309450 2750 BLVD OF THE GENERALS 124 NORRISTOWN PA 19403 MATTHEW B AARON PRESIDENT & CEO 6106309450 2024-08-08 1 0 SOLOMON MARDAKHAEV P01806552 6105653930 2024-08-08 2023 2024-08-08 14:25:15Z MATTHEW B AARON 2750 BLVD OF THE GENERALS 124 NORRISTOWN PA 19403 11335954 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. 30 30 74 14000 0 0 9630452 10387746 46640 2615 140039 235243 345650 11289 10162781 10636893 0 0 0 0 4484575 5282846 0 0 2001590 5608914 6602254 10093489 11885100 69292 -1248207 14122341 12812266 2821918 2340277 11300423 10471989 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 4433716 0 2615 SPECIAL OLYMPICS PENNSYLVANIA (SOPA) IS TRANSFORMING LIVES THROUGH THE POWER OF SPORT. LAST YEAR, WE DELIVERED A REMARKABLE INCREASE OF 289 COMPETITIONS, BRINGING OUR TOTAL TO 794 TRADITIONAL AND UNIFIED EVENTS. THESE OPPORTUNITIES ARE OPEN TO ATHLETES AGED EIGHT AND OLDER WITH INTELLECTUAL DISABILITIES, AND ALL TRAINING AND COMPETITION ARE PROVIDED FREE OF CHARGE.BEYOND THE MEDALS, SPECIAL OLYMPICS EMPOWERS ATHLETES TO DEVELOP ESSENTIAL LIFE SKILLS, BUILD CONFIDENCE, AND FORGE LASTING FRIENDSHIPS. OUR PROGRAMS CREATE A SUPPORTIVE COMMUNITY FOR ATHLETES, FAMILIES, AND VOLUNTEERS, FOSTERING A SENSE OF BELONGING AND SHARED PURPOSE.BY PROVIDING ACCESS TO SPORTS AND PHYSICAL ACTIVITY, WE'RE NOT ONLY IMPROVING THE HEALTH AND WELL-BEING OF OUR ATHLETES BUT ALSO CHALLENGING PERCEPTIONS AND BUILDING A MORE INCLUSIVE SOCIETY. 2149553 0 0 SPECIAL OLYMPICS UNIFIED SPORTS IS BREAKING DOWN BARRIERS AND BUILDING INCLUSIVE COMMUNITIES. BY BRINGING TOGETHER INDIVIDUALS WITH AND WITHOUT INTELLECTUAL DISABILITIES AS TEAMMATES, WE'RE CREATING OPPORTUNITIES FOR FRIENDSHIP, UNDERSTANDING, AND SHARED EXPERIENCES. IN 2023, SOPA HOSTED AN IMPRESSIVE 619 UNIFIED COMPETITIONS, DEMONSTRATING THE GROWING DEMAND FOR THESE INSPIRING PROGRAMS.OUR INTERSCHOLASTIC UNIFIED SPORTS PROGRAM IS EXPERIENCING REMARKABLE GROWTH, WITH A 126 INCREASE IN PARTICIPATING SCHOOLS SINCE THE PREVIOUS YEAR. THESE PARTNERSHIPS ARE FOSTERING A MORE INCLUSIVE SCHOOL CULTURE AND EMPOWERING YOUNG PEOPLE TO BECOME LEADERS IN THEIR COMMUNITIES. 1014369 0 0 HEALTHY ATHLETES IS A CORNERSTONE OF SPECIAL OLYMPICS, PROVIDING ESSENTIAL HEALTHCARE SERVICES TO OUR ATHLETES AT NO COST. THROUGH SEVEN SPECIALIZED PROGRAMS FIT FEET, FUN FITNESS, OPENING EYES, HEALTH PROMOTION, SPECIAL SMILES, HEALTHY HEARING, AND STRONG MINDS WE ADDRESS CRITICAL HEALTH NEEDS AND IMPROVE OVERALL WELL-BEING. BY OFFERING PODIATRY, PHYSICAL THERAPY, VISION, DENTAL, AUDIOLOGY, AND MENTAL HEALTH SCREENINGS, AS WELL AS HEALTH EDUCATION, HEALTHY ATHLETES EMPOWERS INDIVIDUALS WITH INTELLECTUAL DISABILITIES TO REACH THEIR FULL POTENTIAL ON AND OFF THE PLAYING FIELD. 676976 0 0 SPECIAL OLYMPICS PENNSYLVANIA IS COMMITTED TO ENHANCING THE HEALTH AND FITNESS OF OUR ATHLETES. THROUGH PROGRAMS LIKE ATHLETE PERFORMANCE TRAINING, UNIFIED FITNESS, AND ATHLETE-LED WALKING CLUBS, WE ARE EMPOWERING INDIVIDUALS WITH INTELLECTUAL DISABILITIES TO LEAD MORE ACTIVE AND FULFILLING LIVES. BY INCORPORATING FITNESS EVALUATIONS, HEALTH EDUCATION, AND INCLUSIVE TRAINING OPPORTUNITIES, WE ARE NOT ONLY IMPROVING ATHLETIC PERFORMANCE BUT ALSO FOSTERING OVERALL WELL-BEING AND INDEPENDENCE. 676976 0 0 8274614 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 19 0 74 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 30 30 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 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 MELISSA CHRISTIAN BOARD MEMBER 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 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 JIM PETERS 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 MOLLY ARBOGAST BOARD MEMBER 5.00 X 0 0 0 NICK BITZER BOARD MEMBER 5.00 X 0 0 0 KEVIN CONLEY BOARD MEMBER 5.00 X 0 0 0 JEN KAVANAUGH BOARD MEMBER 5.00 X 0 0 0 BILL OLDSEY BOARD MEMBER 5.00 X 0 0 0 MATTHEW B AARON PRESIDENT & CEO 40.00 X 230995 0 41244 TIM KERRIHARD CHIEF DEVELOPMENT OFFICER 40.00 X 150079 0 27000 DAN REARDON CHIEF FINANCIAL OFFICER 40.00 X 154538 0 14920 NATE GARLAND CHIEF MISSION OFFICER 40.00 X 156950 0 7979 PAMELA VELASQUEZ CHIEF PEOPLE OFFICER 40.00 X 105713 0 19845 REGINA REID VP-REGIONAL GROWTH (THRU 10/13) 40.00 X 110119 0 7804 908394 0 118792 6 0 1 0 MIKE BOVINO 2111 WISCONSIN AVE WASHINGTON DC 20007 PROGRAM EXPANSION 114400 1 138889 1986758 2495938 5766161 10387746 REGISTRATION 711300 2615 2615 2615 235243 235243 662253 1986758 673329 -11076 -11076 21972 4155 17817 17817 24508 21577 2931 2931 MISCELLANEOUS REVENUE 900099 1617 1617 1617 10636893 2615 0 246532 272239 158067 55083 59089 4054015 2784102 300162 969751 205473 68437 100631 36405 430640 162246 193973 74421 320479 103285 170437 46757 60000 60000 1151652 847751 70070 233831 674457 496391 51234 126832 112660 5636 107024 914314 521487 392827 1670969 1528187 47880 94902 56509 34694 11940 9875 160346 106375 19329 34642 SPORTS EQUIPMENT & UNIF 989986 914309 28203 47474 EDUCATION MATERIALS 376911 376911 SERVICE CHARGES 192103 37924 39679 114500 SOI ACCREDIATION FEE 134291 88873 15532 29886 108056 39939 4892 63225 11885100 8274614 1608896 2001590 X 578783 376811 0 201972 4878923 2145795 509096 1346085 117795 51573 39554 74027 1035547 869163 194038 166384 6723753 7112895 1659182 1915507 14122341 12812266 492092 502166 652467 318099 1677359 1520012 2821918 2340277 X 10514178 9407527 786245 1064462 11300423 10471989 14122341 12812266 X -1248207 399378 20395 X 0 1 X 1 0 X 8957418 7132411 7745932 9630452 10387746 43853959 8957418 7132411 7745932 9630452 10387746 43853959 2257653 41596306 124887 127718 144852 140039 235243 772739 494044 376932 20748 891724 1377 823 2195 1617 6012 45524434 399947 0.91370 0.91630 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. 797738 412660 22911 1233309 618826 213705 -34793 797738 403870 181116 33840 618826 342160 89623 21533 49446 403870 2232103 1889943 342160 1.00000 0.00000 0.00000 1 0 1035547 869163 166384 166384 RIGHT OF USE ASSETS 1484510 BENEFICIAL INTEREST IN ASSETS HELD BY A COMMUNITY FOUNDATION 430997 1915507 OPERATING LEASE LIABILITY 1520012 1520012 X 12162132 399378 406406 719455 1525239 10636893 0 10636893 12990566 406406 699060 1105466 11885100 0 11885100 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 $1,233,309 AND $797,738, AT DECEMBER 31, 2023 AND 2022, 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 673,328. COST OF GOODS SOLD 21,577. COST OF GAMING 4,155. CHANGE IN BENEFICIAL INTEREST HELD BY COMMUNITY FOUNDATION 20,395. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SPECIAL EVENTS 673,328. COST OF GOODS SOLD 21,577. COST OF GAMING 4,155. POLAR BEAR PLUNGES 1485039 1113779 371260 64739 10775 19202 334607 BEAVER STADIUM RUN 371531 278648 92883 23901 3312 911 29879 15 792441 594331 198110 27649 32981 20383 104990 2649011 1986758 662253 116289 47068 40496 469476 673329 -11076 11960 1188 1 1.00000 10012 2775 192 1 1.00000 21972 2775 1380 4155 17817 1 0 0 0 1.00000 MATTHEW B AARON 2570 BLVD OF THE GENERALS NORRISTOWN PA 19403 0 0 X X X X X 0 0 0 0 0 0 0 0 0 MATTHEW B AARON PRESIDENT & CEO 226515 0 0 0 4480 0 16299 0 24945 0 272239 0 0 0 TIM KERRIHARD CHIEF DEVELOPMENT OFFICER 147992 0 0 0 2087 0 10776 0 16224 0 177079 0 0 0 DAN REARDON CHIEF FINANCIAL OFFICER 152218 0 0 0 2320 0 7598 0 7322 0 169458 0 0 0 NATE GARLAND CHIEF MISSION OFFICER 154927 0 0 0 2023 0 7739 0 240 0 164929 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. ADDITIONALLY, IN 2022 WE HIRED AN OUTSIDE CONSULTANT TO REVIEW THE SALARIES OF ALL STAFF (IN ADDITION TO TOP MANAGEMENT AND CEO). 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. THE ANNUAL ADUTIED FINANCIAL STATEMENTS ARE PUBLISHED ON OUR WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST HELD BY COMMUNITY FOUNDATION 20,395.