2024-11-02T06:14:59-05:00 2023-12-31 951777440 GREEN HASSON & JANKS LLP 700 S FLOWER STREET SUITE 3300 LOS ANGELES CA 90017 990 2023-01-01 954538450 SPECIAL OLYMPICS SOUTHERN CALIFORNIA INC SPEC 5625021100 1600 FORBES WAY 200 LONG BEACH CA 90810 JANET ROSE CFO 5625021100 2024-11-01 1 1 LIZBETH G NEVAREZ P01399868 3108731600 2024-11-01 2023 2024-10-15 13:58:12Z KELLY POND 1600 FORBES WAY 200 LONG BEACH CA 90810 14194618 0 X WWW.SOSC.ORG X 1995 CA TO ENABLE INDIVIDUALS WITH INTELLECTUAL DISABILITIES TO LIVE BETTER LIVES THROUGH SPORTS. 50 50 85 4198 0 0 23767191 7732915 0 0 245070 1067705 2162666 1579555 26174927 10380175 161803 172966 0 0 5547417 5843606 95700 0 1467428 3667115 6731513 9472035 12748085 16702892 -2367910 37505831 36904404 2264570 2409289 35241261 34495115 X THE MISSION OF SPECIAL OLYMPICS SOUTHERN CALIFORNIA IS TO PROVIDE YEAR-ROUND SPORTS TRAINING AND ATHLETIC 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. OUR VISION IS TO PROMOTE ACCEPTANCE, INCLUSION, AND WELL-BEING FOR PEOPLE WITH INTELLECTUAL DISABILITIES THROUGH SPORTS. 0 0 6151865 0 0 SPORTS AND HEALTH PROGRAMS:SPECIAL OLYMPICS SOUTHERN CALIFORNIA PROVIDES YEAR-ROUND SPORTS TRAINING AND COMPETITIONS FOR INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. ATHLETES HAVE OPPORTUNITIES TO COMPETE IN 12 SPORTS AT THE LOCAL AND SOUTHERN CALIFORNIA LEVEL ANNUALLY AND TO COMPETE NATIONALLY OR INTERNATIONALLY DURING YEARS IN WHICH USA GAMES OR WORLD GAMES ARE TAKING PLACE. INDIVIDUALS CAN PARTICIPATE AS YOUNG AS TWO YEARS OLD AND THROUGHOUT THEIR LIFETIMES. THROUGH THE YOUNG ATHLETES PROGRAM, ATHLETES, AGES 2-7, DEVELOP THEIR MOTOR, SOCIAL AND COGNITIVE SKILLS THROUGH FOUNDATIONAL SPORTS PLAY.SPECIAL OLYMPICS IS THE WORLD'S LARGEST PUBLIC HEALTH ORGANIZATION FOR PEOPLE WITH INTELLECTUAL DISABILITIES. THE HEALTHY ATHLETES PROGRAM PROVIDES ACCESS TO FREE HEALTH SERVICES FOR A POPULATION WITH SIGNIFICANT, UNMET HEALTH NEEDS. AT EVENTS THROUGHOUT SOUTHERN CALIFORNIA, THE ORGANIZATION OFFERS ATHLETES FREE ACCESS TO MEDICAL TEAMS ACROSS PRIMARY CARE, OPTOMETRY, PODIATRY, MENTAL HEALTH, AND MORE. THROUGHOUT THE YEAR, SPECIAL OLYMPICS SOUTHERN CALIFORNIA OFFERS FIT 5, WHICH IS A FITNESS PROGRAM DESIGNED TO HELP THE ATHLETES BECOME THE BEST ATHLETE THEY CAN BE BY CREATING HEALTHY LIFESTYLE CHANGES. THESE RESOURCES ARE AIMED AT IMPROVING AN ATHLETE'S OVERALL HEALTH THROUGH PHYSICAL ACTIVITY, NUTRITION, AND HYDRATION. SOSC ALSO OFFERS MEDFESTS, WHICH PROVIDE ATHLETES WITH PHYSICAL EXAMS; HEALTH BOOTHS; REGULAR ONLINE WORKOUTS; AND MORE.IN 2023, THE ORGANIZATION SERVED SIGNIFICANTLY MORE ATHLETES. IT WAS THE FIRST FULL YEAR OF IN-PERSON ACTIVITY POST PANDEMIC. THEY HOSTED OVER 50 COMPETITIONS AND PROVIDED ATHLETES WITH 2,238 HEALTH SCREENINGS.THEY ALSO LAUNCHED NEW OPPORTUNITIES FOR THE ATHLETES. THEY ADDED UNIFIED BOCCE AND UNIFIED FLOORBALL, WHERE PEOPLE WITH AND WITHOUT INTELLECTUAL DISABILITIES TRAIN AND COMPETE ON THE SAME TEAM. THEY HOSTED THE FIRST CHEERLEADING CLINIC AND LAUNCHED THE HEALTHY ATHLETES STRONG MINDS DISCIPLINE.THE ORGANIZATION DID THIS WHILE KEEPING ALL ELEMENTS OF THE SPORTS, COMPETITIONS AND HEALTH PROGRAMS FREE OF CHARGE TO ATHLETES AND THEIR FAMILIES.SPECIAL OLYMPICS SOUTHERN CALIFORNIA CHANGES THE LIVES OF PEOPLE WITH INTELLECTUAL DISABILITIES THROUGH THE POWER OF SPORTS AND SO MUCH MORE. THROUGH ITS PROGRAMS, ATHLETES IMPROVE THEIR HEALTH AND SELF-ESTEEM AND FIND A SENSE OF BELONGING. AND BY CELEBRATING THE ATHLETES' ABILITIES, WE ARE OPENING HEARTS AND MINDS AND CREATING COMMUNITIES OF ACCEPTANCE AND INCLUSION. 3202163 172966 0 UNIFIED CHAMPION SCHOOLS:SPECIAL OLYMPICS SOUTHERN CALIFORNIA'S UNIFIED CHAMPION SCHOOLS (UCS) IS SHAPING A GENERATION OF YOUNG PEOPLE WHO WILL LEAD US INTO A FUTURE OF INCLUSION. THE PROGRAM SPREADS ACCEPTANCE, INCLUSION, AND AN ACTIVE LIFESTYLE FOR STUDENTS WITH AND WITHOUT INTELLECTUAL DISABILITIES. NINETY-ONE PERCENT OF GENERAL EDUCATION STUDENTS WHO PARTICIPATED IN SPECIAL OLYMPICS PROGRAMS REPORTED STANDING UP FOR THEIR TEAMMATES WITH INTELLECTUAL DISABILITIES, AND 94% OF UCS LIAISONS REPORTED LESS BULLYING.IN 2023, WE HAD MORE THAN 100 SCHOOLS MAKE A COMMITMENT TO CREATING A MORE INCLUSIVE AND ACCEPTING ENVIRONMENT FOR ALL STUDENTS, PARTICULARLY THOSE WITH INTELLECTUAL DISABILITIES. THIS INCLUDES THREE COMPONENTS:1. UNIFIED SPORTS IS A PROGRAM IN WHICH PEOPLE WITH INTELLECTUAL DISABILITIES (ATHLETES) AND THOSE WITHOUT (PARTNERS) TRAIN AND COMPETE TOGETHER ON SPORTS TEAMS. IT IS INSPIRED BY A SIMPLE PRINCIPLE: PLAYING TOGETHER IS A QUICK PATH TO FRIENDSHIP AND UNDERSTANDING.2. INCLUSIVE YOUTH LEADERSHIP - STUDENTS WITH AND WITHOUT INTELLECTUAL DISABILITIES WORK TOGETHER TO LEAD AND PLAN ADVOCACY, AWARENESS, AND OTHER INCLUSIVE ACTIVITIES THROUGHOUT THE SCHOOL YEAR.3. WHOLE SCHOOL ENGAGEMENT INCORPORATES AWARENESS AND EDUCATION ACTIVITIES THAT PROMOTE INCLUSION, REACH THE ENTIRE SCHOOL, AND ALIGN WITH THE UNIFIED CHAMPION SCHOOLS MISSION.THESE COMPONENTS PROVIDE THE MOST OPPORTUNITY FOR CREATING POSITIVE SCHOOL CLIMATES. THROUGH THEIR COMMITMENT TO INCLUSION AND AWARENESS, UNIFIED CHAMPION SCHOOLS ENSURE THAT ALL STUDENTS, PARTICULARLY THOSE WITH INTELLECTUAL DISABILITIES, BECOME PART OF THE SCHOOL'S SOCIAL FABRIC.THE ORGANIZATION CHANGES THE LIVES OF MORE THAN 100,000 STUDENTS THROUGH UCS, AND 96% OF THOSE ATHLETES EXPERIENCED IMPROVED SELF-CONFIDENCE. 1167490 0 OTHER PROGRAM ACTIVITIES: LEADERSHIP, AWARENESS AND COMMUNITY ENGAGEMENT:SPECIAL OLYMPICS SOUTHERN CALIFORNIA'S OTHER PROGRAM COSTS INCLUDE BROADENING OPPORTUNITIES FOR LEADERSHIP, EDUCATION, AWARENESS AND COMMUNITY ENGAGEMENT. ATHLETE AND YOUTH LEADERSHIP PROGRAMS: SPECIAL OLYMPICS SOUTHERN CALIFORNIA PROVIDES ATHLETES WITH TRAINING TO DEVELOP THEIR LEADERSHIP SKILLS AND USE THEIR VOICES AND ABILITIES TO INSPIRE OTHERS, INFLUENCE CHANGE AND CREATE INCLUSIVE COMMUNITIES. ATHLETES CAN BECOME COACHES, OFFICIALS, TEAM CAPTAINS, SPOKESPEOPLE, BOARD OF DIRECTORS, AND COMMITTEE MEMBERS. ATHLETES HELP GUIDE THE DIRECTION OF THE MOVEMENT AND ARE ADVOCATES OF ACCEPTANCE AND INCLUSION FOR ALL. PUBLIC EDUCATION AND AWARENESS: THE ORGANIZATION WORKS TO ADVOCATE AND EDUCATE TO SPREAD THE MESSAGE ABOUT THE IMPORTANCE OF INCLUSION AND THE WAYS IN WHICH IT BENEFITS THE LIVES OF EVERYONE AND OUR WORLD. WITH THE GOAL OF BETTER EDUCATING THE PUBLIC ON OUR PROGRAMS AND MISSION, THE ORGANIZATION PROMOTES ITS MISSION AND PROGRAMS THROUGH A VARIETY OF CHANNELS, INCLUDING DIRECT MAIL, PRINTED AND DIGITAL GRAPHICS, EMAIL MARKETING, SOCIAL MEDIA, TRADITIONAL MEDIA OUTREACH, CONTENT CREATION, AND MORE.PROFESSIONAL DEVELOPMENT FOR STAFF, INCLUDING STAFF CONFERENCES AND TEAM TRAININGS, IS PART OF SOSC'S SUCCESS. THROUGH BUILDING A STRONG TEAM CULTURE AND ENCOURAGING EMPLOYEES TO GROW, THEY ARE EQUIPPED WITH THE TOOLS TO ADVANCE SOSC'S SPORTS, WELLNESS, AND LEADERSHIP PROGRAMS. THIS SUPPORT OF EMPLOYEES INCLUDES YEAR-ROUND PROFESSIONAL DEVELOPMENT OPPORTUNITIES AND AN ANNUAL STAFF CONFERENCE TO DEVELOP STRATEGIC PLANS, CREATE CONSISTENCY WITHIN PROGRAM IMPLEMENTATION, PROVIDE PROFESSIONAL DEVELOPMENT, AND BUILD TEAM MORALE.RECRUITMENT SOSC RECRUITS VOLUNTEERS TO EMPOWER ATHLETES TO REACH THEIR GOALS ON AND OFF THE SPORTS FIELD, BUILDING A STAFF-LEAD, VOLUNTEER-DRIVEN ORGANIZATION. THE DEVASTATING IMPACT OF COVID-19 CONTINUES TO AFFECT VOLUNTEER PARTICIPATION IN SOSC'S PROGRAMMING. TO REACH MORE PEOPLE WITH INTELLECTUAL DISABILITIES, SCHOOLS, AND COMMUNITIES, WE NEED MORE COACHES AND ONGOING VOLUNTEERS. EMPLOYEES ARE DEVELOPING AND IMPLEMENTING A STRATEGIC VOLUNTEER ENGAGEMENT PLAN, WHICH INCLUDES INCREASING THE AMOUNT OF SKILLED AND CAPACITY-BUILDING ROLES FOR VOLUNTEERS WITHIN SPORTS, WELLNESS, AND LEADERSHIP PROGRAMMING AND BUILDING RESOURCES TO EMPOWER VOLUNTEERS. WITH MORE VOLUNTEERS SUPPORTING THE MISSION, WE KNOW WE CAN CONTINUE TO GROW AND SERVE MORE ATHLETES.WHILE 2023 WAS VERY IMPACTFUL, SOSC IS ALSO PREPARING FOR THE FUTURE. THROUGHOUT THE YEAR, SOSC BUILT A 3-YEAR STRATEGIC PLAN TO GROW ITS IMPACT. ALTHOUGH THEY ARE CHANGING THE LIVES OF SO MANY PEOPLE THROUGH SPECIAL OLYMPICS, HERE IN SOUTHERN CALIFORNIA THERE ARE HUNDREDS OF THOUSANDS OF PEOPLE WITH INTELLECTUAL DISABILITIES THAT THEY ARE NOT REACHING. BY 2026, THEY WANT TO: DEVELOP 100 NEW LOCAL PROGRAMS AND UNIFIED CHAMPION SCHOOLS PROVIDE 5,750 MORE HEALTH SCREENINGS TO ATHLETES OFFER LEADERSHIP TRAINING TO 170 NEW ATHLETES RECRUIT 3,000 MORE VOLUNTEERS AND COACHES WHEN SOSC TOUCHES ONE ATHLETE'S LIFE, IT HAS A RIPPLE EFFECT THAT POSITIVELY AFFECTS FAMILIES, SCHOOLS, AND THE ENTIRE COMMUNITY. AND BY CELEBRATING THE ATHLETES' ABILITIES, THEY ARE OPENING HEARTS AND MINDS AND SPREADING ACCEPTANCE AND INCLUSION. 10521518 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 1 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 61 17 1 85 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 50 50 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X JANET ROSE SR VICE PRESIDENT ADMINISTRATION & CFO 5625021100 1600 FORBES WAY SUITE 200 LONG BEACH CA 90810 RICHARD VILLA CHAIRMAN 1.00 0.00 X X 0 0 0 ROGER NIEVES TREASURER 1.00 0.00 X X 0 0 0 NANCY SWANSON SECRETARY 1.00 0.00 X X 0 0 0 TROY BEETZ BOARD MEMBER 1.00 0.00 X 0 0 0 STEPHEN BOLTON BOARD MEMBER 1.00 0.00 X 0 0 0 AMY BRUTTO BOARD MEMBER 1.00 0.00 X 0 0 0 BILL BRYAN BOARD MEMBER 1.00 0.00 X 0 0 0 STEVEN BUSHONG BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID CARTER BOARD MEMBER 1.00 0.00 X 0 0 0 BILL CASWELL BOARD MEMBER 1.00 0.00 X 0 0 0 BLAKE CHOW BOARD MEMBER 1.00 0.00 X 0 0 0 KENNY CHRISTMAS BOARD MEMBER 1.00 0.00 X 0 0 0 CAMMY STARKS DUPONT BOARD MEMBER 1.00 0.00 X 0 0 0 BRIAN ERICKSON BOARD MEMBER 1.00 0.00 X 0 0 0 BILL FIELDS BOARD MEMBER 1.00 0.00 X 0 0 0 BLANCA GONZALEZ BOARD MEMBER 1.00 0.00 X 0 0 0 JOSEPH GORIN BOARD MEMBER 1.00 0.00 X 0 0 0 STAN GREEN BOARD MEMBER 1.00 1.00 X 0 0 0 SCOTT GREGORY BOARD MEMBER 1.00 1.00 X 0 0 0 DAVID HALBERSTADTER BOARD MEMBER 1.00 1.00 X 0 0 0 MARGIE HARRIER BOARD MEMBER 1.00 0.00 X 0 0 0 TIM HARRINGTON BOARD MEMBER 1.00 0.00 X 0 0 0 NEILO HARRIS BOARD MEMBER 1.00 0.00 X 0 0 0 MARSHA HIRANO-NAKANISHI BOARD MEMBER 1.00 0.00 X 0 0 0 DARREN JAMISON BOARD MEMBER 1.00 0.00 X 0 0 0 KARA JOHNSON BOARD MEMBER 1.00 0.00 X 0 0 0 KRYSTAL JOHNSON BOARD MEMBER 1.00 0.00 X 0 0 0 JESSIE KERNAN BOARD MEMBER 1.00 0.00 X 0 0 0 AUDREY LEE BOARD MEMBER 1.00 0.00 X 0 0 0 DOUG MANNING BOARD MEMBER 1.00 0.00 X 0 0 0 ALAN MARTIN BOARD MEMBER 1.00 0.00 X 0 0 0 ROLANDA MAXIM-GOTT BOARD MEMBER 1.00 0.00 X 0 0 0 LISA MAZZOCCO BOARD MEMBER 1.00 1.00 X 0 0 0 MICAH OHLMAN BOARD MEMBER 1.00 0.00 X 0 0 0 JENNIFER PETTIT BOARD MEMBER 1.00 0.00 X 0 0 0 ALEX POSADA BOARD MEMBER 1.00 0.00 X 0 0 0 KATHERINE REVOREDO BOARD MEMBER 1.00 0.00 X 0 0 0 VALERIE SEPARA RUIZ BOARD MEMBER 1.00 0.00 X 0 0 0 LARRY SEYMOUR BOARD MEMBER 1.00 0.00 X 0 0 0 CHRISTINE SPINO BOARD MEMBER 1.00 0.00 X 0 0 0 ED TARLE BOARD MEMBER 1.00 0.00 X 0 0 0 KIMBERLY UNLAND BOARD MEMBER 1.00 0.00 X 0 0 0 KAREN VAN KIRK BOARD MEMBER 1.00 0.00 X 0 0 0 RICK VAN KIRK BOARD MEMBER 1.00 0.00 X 0 0 0 JASON WILLIAMSON BOARD MEMBER 1.00 0.00 X 0 0 0 JUSTIN WONG BOARD MEMBER 1.00 0.00 X 0 0 0 TIM HEINEN BOARD MEMBER (END 12/31/23) 1.00 0.00 X 0 0 0 THOMAS STEVENS BOARD MEMBER (END 12/31/23) 1.00 0.00 X 0 0 0 ANDY TYMKIW BOARD MEMBER (END 12/31/23) 1.00 0.00 X 0 0 0 RAMIN ZOLFAGARI BOARD MEMBER (END 12/31/23) 1.00 0.00 X 0 0 0 JAMES BRIGGS BOARD MEMBER (END 9/13/23) 1.00 0.00 X 0 0 0 MACK CALVIN BOARD MEMBER (END 6/30/23) 1.00 0.00 X 0 0 0 KEVIN FARR BOARD MEMBER (END 2/28/23) 1.00 0.00 X 0 0 0 TODD GOLDSTEIN BOARD MEMBER (END 8/1/23) 1.00 0.00 X 0 0 0 KELLY POND PRESIDENT & CEO (BEGIN 2/6/23) 40.00 0.00 X 221792 0 5309 LAURA MAYO COO 40.00 0.00 X 159425 0 12096 JANET ROSE SVP ADMINISTRATION & CFO 40.00 0.00 X 158754 0 300 AMIE BISIUP ASST. SECRETARY & DIR. BOARD/GOV'T RELATIONS 40.00 0.00 X 73182 0 6734 WILLIAM SHUMARD INTERIM PRESIDENT/CEO (END 2/5/23) 40.00 0.00 X 57894 0 68 LAURA SECKEL VP, HUMAN RESOURCES (END 2/3/23) 40.00 0.00 X 196238 0 2033 BRANDON TANNER VP, DEVELOPMENT 40.00 0.00 X 120759 0 279 JEFF VAN FOSSEN ASST VP, SPORTS & PROGRAMS 40.00 0.00 X 105638 0 509 MELISSA ERDMANN ASST VP, SCHOOLS PROGRAMS 40.00 0.00 X 101595 0 6537 VICTORIA TRACEY SR DIR, FINANCE & RAFFLE ADMINISTRATION 40.00 0.00 X 101380 0 5376 CALVIN LYONS FORMER CEO 40.00 0.00 X 154114 0 0 1450771 0 39241 9 1 1 0 ADVANTAGE COLORGRAPHICS LLC 1600 N KRAEMER BLVD ANAHEIM CA 92816 PRINTING & FREIGHT ON DBR BROCHURES 609514 HAUGE PRINTING COMPANY 25011 AVENUE STANFORD STE G VALENCIA CA 91355 PRINTING UNIFIED CHAMPION SCHOOL MATERIA 302623 US INTERNATIONAL MEDIA LOS ANGELES 3415 S SEPULVEDA BLVD LOS ANGELES CA 90034 TV MARKETING DBR 173910 NETREADY SYSTEMS 251 S LAKE AVE PASADENA CA 91101 IT SERVICES 155490 4 1584044 22923 6125948 96135 7732915 1067705 1067705 494893 1584044 494893 0 4825535 3270087 1555448 1555448 63414 49463 13951 13951 OTHER INCOME 900099 10156 10156 10156 10380175 0 0 2647260 172966 172966 695554 530943 60222 104389 4380891 3342077 380042 658772 82897 64012 6909 11976 306894 236980 25578 44336 377370 287856 32748 56766 347342 277874 34734 34734 95377 95377 58100 58100 238504 194962 1678 41864 11449 8817 2632 1214632 1006245 40255 168132 118138 90115 10252 17771 906643 785624 44830 76189 794949 715545 804 78600 179891 179891 6481 6481 252514 241666 2688 8160 EVENT SUPPLIES 1486942 1486934 8 0 UNIFORMS 505052 451158 19718 34176 MEALS 291410 262251 2712 26447 AWARDS AND RECOGNITION 93059 88419 16 4624 131030 90702 568 39760 12748085 10521518 759139 1467428 2461325 671305 6824278 21792295 16503884 452283 298798 279198 264091 205763 0 58328 10135844 12204414 1168068 1303308 113634 143273 37505831 36904404 1096803 1052534 5305 1167767 1351450 2264570 2409289 X 22196316 26353934 13044945 8141181 35241261 34495115 37505831 36904404 -2367910 1621764 0 X X 0 1 X 1 0 X 11594345 5907505 10806700 23767191 7732915 59808656 11594345 5907505 10806700 23767191 7732915 59808656 3121859 56686797 195558 172154 166627 245070 1067705 1847114 1864842 2029672 3986239 2160744 1555448 11596945 1137 16322 1026 10156 28641 73281356 165598 0.77360 0.78380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1 0 0 1 0 1 58100 58100 0 PART II-B, LINE 1: THE ORGANIZATION RETAINED THE SERVICES OF CANYON SNOW CONSULTING LLC AND BROWNSTEIN HYATT FARBER SCHRECK LLP TO LOBBY ON ITS BEHALF FOR CALIFORNIA STATE FUNDING. 390727 58031 448758 111745 300000 5492 26510 390727 99230 12515 111745 94566 4664 99230 83087 11479 94566 0.00000 0.83564 0.16436 0 0 63756 63756 0 200335 142007 58328 58328 LEASE LIABILITIES 1351450 1351450 X 17715372 1621764 3709680 5331444 12383928 -2003753 -2003753 10380175 18461518 3709680 2003753 5713433 12748085 0 12748085 PART V, LINE 4: THE EARNINGS OF SOSC'S ENDOWMENT FUNDS SUPPORT THE TEAM WELLNESS PROGRAM AND THE COMPREHENSIVE CAMPAIGN FOR INCLUSION & ACCESS. PART X, LINE 2: SPECIAL OLYMPICS SOUTHERN CALIFORNIA RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. DURING THE YEAR ENDED DECEMBER 31, 2023, SPECIAL OLYMPICS SOUTHERN CALIFORNIA PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DID NOT IDENTIFY ANY MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MIGHT HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASSIFICATION OF COST OF GOODS SOLD -49,463. RECLASSIFICATION OF RAFFLE EXPENSE -1,954,290. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASSIFICATION OF COST OF GOODS SOLD 49,463. RECLASSIFICATION OF RAFFLE EXPENSE 1,954,290. DINNER/GALA 268443 141600 126843 5000 84140 37703 IN-PERSON PLANE PULL 252211 219627 32584 32584 15 1558283 1222817 335466 16634 58745 260087 2078937 1584044 494893 21634 142885 330374 494893 0 4825535 1073815 241982 1954290 0 4825535 1073815 241982 1954290 3270087 1555448 CA 1 0 1 0 0.25000 0.75000 JANET ROSE SR VICE PRESIDENT ADMI 1600 FORBES WAY SUITE 200 LONG BEACH CA 90810 0 VICTORIA TRACEY SR DIRECTOR FINAN 35483 VICTORIA TRACEY, THE RAFFLE ADMINISTRATOR, IS RESPONSIBLE FOR COORDINATING AND MANAGING ALL ASPECTS OF THE DREAM RAFFLE IN ACCORDANCE WITH CALIFORNIA LAWS AND REGULATIONS GOVERNING BUSINESS PRACTICES, CHARITABLE RAFFLES, AND NON-PROFIT FUNDRAISING, INCLUDING THE REGULATIONS SET FORTH IN CALIFORNIA PENAL CODE SECTION 320. X 1 4342982 1 LOS AMIGOS HIGH SCHOOL 16566 NEWHOPE STREET FOUNTAIN VALLEY CA 92708 952378800 GOV 6500 0 SUPPORTS ACTIVITIES THAT CREATE INCLUSIVE SCHOOL COMMUNITIES FOR YOUTH WITH INTELLECTUAL DISABILITIES. MURRIETA VALLEY HIGH SCHOOL 42200 NIGHTHAWK WAY MURRIETA CA 92562 330666881 GOV 6000 0 SUPPORTS ACTIVITIES THAT CREATE INCLUSIVE SCHOOL COMMUNITIES FOR YOUTH WITH INTELLECTUAL DISABILITIES. PACIFICA HIGH SCHOOL 6851 LAMPSON GARDEN GROVE CA 92845 952378800 GOV 5900 0 SUPPORTS ACTIVITIES THAT CREATE INCLUSIVE SCHOOL COMMUNITIES FOR YOUTH WITH INTELLECTUAL DISABILITIES. SADDLEBACK VALLEY UNIFIED SCHOOL DISTRICT 27501 MUSTAN RUN MISSION VIEJO CA 92691 952823596 GOV 5300 0 SUPPORTS ACTIVITIES THAT CREATE INCLUSIVE SCHOOL COMMUNITIES FOR YOUTH WITH INTELLECTUAL DISABILITIES. 4 0 PART I, LINE 2: FINANCIAL SUPPORT IS PROVIDED TO SCHOOLS AND DISTRICTS TO SUPPORT THE WORK THEY HAVE OUTLINED AS PART OF THEIR ANNUAL UNIFIED CHAMPION SCHOOL WORK PLAN. FOLLOW-UP OCCURS VIA ACTIVITY REPORTS AND/OR DIRECT CONTACT WITH THE SCHOOLS AND SCHOOL DISTRICTS. X X X X X 1 0 0 0 0 0 0 0 0 KELLY POND PRESIDENT & CEO (BEGIN 2/6/23) 221792 0 0 0 0 0 0 0 5309 0 227101 0 0 0 LAURA SECKEL VP, HUMAN RESOURCES (END 2/3/23) 31238 0 0 0 165000 0 0 0 2033 0 198271 0 0 0 LAURA MAYO COO 159425 0 0 0 0 0 0 0 12096 0 171521 0 0 0 JANET ROSE SVP ADMINISTRATION & CFO 158754 0 0 0 0 0 0 0 300 0 159054 0 0 0 CALVIN LYONS FORMER CEO 0 0 0 0 154114 0 0 0 0 0 154114 0 0 0 PART I, LINE 4A CALVIN LYONS, FORMER CEO, RECEIVED A FINAL SEVERANCE PAYMENT IN THE AMOUNT OF $154,114. LAURA SECKEL, VP HUMAN RESOURCES, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $165,000. X 1737 FMV X 21 38314 FMV X EQUIPMENT 2 45400 FMV X EVENT SUPPLIES 4 10684 FMV 0 1 1 PART I, COLUMN (B): NONCASH CONTRIBUTIONS ARE LISTED BY TOTAL NUMBER OF CONTRIBUTORS. PART I, LINE 32B: SPECIAL OLYMPICS SOUTHERN CALIORNIA HAS A MUTUAL AGREEMENT FOR A VEHICLE DONATION PROGRAM WITH ARS (AMERICAN REMARKETING SERVICE). FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPOSED OF THE FOLLOWING MEMBERS: 1) RICHARD VILLA, CHAIR 2) ROGER NIEVES, TREASURER 3) NANCY SWANSON, SECRETARY 4) KELLY POND, PRESIDENT & CEO 5) JANET ROSE, CFO 6) ANDY TYMKIW, BOARD MEMBER 7) AMIE BISIUP, ASSISTANT SECRETARY (NOT A BOARD MEMBER) 8) JOSEPH GORIN, BOARD MEMBER 9) CAREN ROBERSON, BOARD MEMBER 10) MARSHA HIRANO-NAKANISHI, BOARD MEMBER 11) SCOTT GREGORY, BOARD MEMBER 12) ALAN MARTIN, BOARD MEMBER 13) RICK VAN KIRK, BOARD MEMBER 14) BLAKE CHOW, BOARD MEMBER 15) RAMIN ZOLFAGARI, BOARD MEMBER 16) DAVID HALBERSTADTER, BOARD MEMBER 17) JUSTIN WONG, BOARD MEMBER 18) TOM STEVENS, BOARD MEMBER 19) ROB FRIEDMAN, BOARD MEMBER FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS FIRST REVIEWED BY THE SVP AND CFO. A COPY IS THEN PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C QUESTIONNAIRES WITH THE LIST OF VENDORS OVER $5,000 AND DISCLOSURE FORMS ARE SENT ANNUALLY TO ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES BY THE CFO. THEY ARE TO READ IT, MAKE DISCLOSURES IF NECESSARY AND SIGN IT. THE FORMS ARE REVIEWED BY THE CFO. THE CFO'S CONFLICT OF INTEREST REPORT IS REVIEWED BY THE CEO. CONFLICTS WILL BE REVIEWED BY THE EXECUTIVE COMMITTEE. THE CFO MONITORS THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE FOR THE BOARD OF DIRECTORS REVIEWS AND APPROVES COMPENSATION (SALARY AND BENEFITS) OF THE CEO, INDEPENDENTLY, WITHOUT PARTICIPATION OF THE INTERESTED PERSON, TO ENSURE THAT IT IS JUST AND REASONABLE. THE REVIEW AND APPROVAL OCCURS AT THE TIME OF INITIAL HIRING, WHEN THEIR TERM IS RENEWED OR EXTENDED AND WHEN THE COMPENSATION IS MODIFIED. EXTERNAL COMPENSATION SURVEY DATA IS USED TO DETERMINE THE COMPENSATION OF THE CEO INDEPENDENTLY, WITHOUT THE PARTICIPATION OF INTERESTED PERSONS. BILL SHUMARD SERVED AS THE INTERIM PRESIDENT & CEO FROM OCTOBER 1, 2022 UNTIL FEBRUARY 5, 2023. AT THAT TIME KELLY POND WAS HIRED AS THE NEW PRESIDENT & CEO . FORM 990, PART VI, SECTION B, LINE 15B: WHEN OFFICERS ARE ORIGINALLY HIRED THE CEO USES COMPARABILITY DATA TO DETERMINE A REASONABLE COMPENSATION INDEPENDENTLY, WITHOUT THE PARTICIPATION OF INTERESTED PERSONS. ANY SALARY INCREASES ARE BASED ON PERFORMANCE REVIEWS. IN ADDITION, A SALARY SURVEY WAS COMPLETED IN 2022 AND INFORMATION FROM THAT SURVEY WAS USED TO DETERMINE INCREASES EFFECTIVE 1/2/23. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE: SOSC.ORG. CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: NO PROCESSES HAVE CHANGED FROM THE PRIOR YEAR.