2025-09-09T15:12:37-05:00 2024-12-31 390758449 WIPFLI LLP 170 N RADNOR-CHESTER RD SUITE 200 RADNOR PA 19087 990 2024-01-01 232078543 SPECIAL OLYMPICS PENNSYLVANIA INC SPEC 6106309450 2750 BLVD OF THE GENERALS 124 NORRISTOWN PA 19403 MATTHEW B AARON PRESIDENT & CEO 6106309450 2025-08-27 1 0 SOLOMON MARDAKHAEV P01806552 6105653930 2025-08-27 2024 2025-03-06 01:10:19Z MATTHEW B AARON 2750 BLVD OF THE GENERALS 124 NORRISTOWN PA 19403 13741140 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. 26 26 84 14000 0 0 10387746 12310531 2615 0 235243 251656 11289 211755 10636893 12773942 0 0 0 0 5282846 5532118 0 0 1870296 6602254 7642144 11885100 13174262 -1248207 -400320 12812266 14104286 2340277 3572111 10471989 10532175 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 5963797 0 0 SPECIAL OLYMPICS PENNSYLVANIA'S REACH ACROSS THE COMMONWEALTH CONTINUES ITS REMARKABLE GROWTH, DEMONSTRATING OUR ENDURING COMMITMENT TO INDIVIDUALS WITH INTELLECTUAL DISABILITIES THROUGH OUR ROBUST REGIONAL OPERATING MODEL. IN 2024, OUR PROGRAMS EXPERIENCED EXPANSION, ENGAGING 16,326 INDIVIDUALS THROUGHOUT PENNSYLVANIA. THIS REPRESENTS AN INCREASE FROM THE 11,697 PARTICIPANTS SERVED IN 2023, HIGHLIGHTING OUR GROWING IMPACT AND THE DEDICATION OF OUR 9 REGIONS AND OVER 50 LOCAL TEAMS/COUNTIES. THESE REGIONAL TEAMS WORK TIRELESSLY TO DELIVER YEAR-ROUND SPORTS TRAINING AND COMPETITION DIRECTLY WITHIN COMMUNITIES, ENSURING LOCALIZED SUPPORT AND ENGAGEMENT. 1860929 0 0 SPECIAL OLYMPICS PENNSYLVANIA IS DEDICATED TO A HOLISTIC APPROACH TO ATHLETE WELL-BEING, PROVIDING ESSENTIAL HEALTHCARE SERVICES AND CONTRIBUTING TO SYSTEMIC HEALTH IMPROVEMENTS. IN NOVEMBER, OUR CORNERSTONE HEALTHY ATHLETES PROGRAM PROUDLY CELEBRATED OVER 15,000 FREE HEALTH SCREENINGS DELIVERED TO SPECIAL OLYMPICS ATHLETES ACROSS THE COMMONWEALTH, ADDRESSING CRITICAL HEALTH NEEDS AT NO COST.BEYOND DIRECT SERVICE, OUR COMMITMENT TO ATHLETE HEALTH IS SIGNIFICANTLY AMPLIFIED THROUGH INNOVATIVE INITIATIVES LIKE PROJECT ALL STAR, A COLLABORATIVE RESEARCH ENDEAVOR. THIS PROJECT RIGOROUSLY EXAMINES THE LONG-TERM POSITIVE IMPACT OF SPECIAL OLYMPICS PARTICIPATION ON ATHLETES' PHYSICAL, SOCIAL-EMOTIONAL, AND MENTAL HEALTH, GENERATING EVIDENCE TO INFORM AND ENHANCE OUR PROGRAMS FOR EVEN GREATER IMPACT.FURTHER EXTENDING OUR REACH, THE NEWLY LAUNCHED ROSEMARY COLLABORATORY LEVERAGES DATA, INCLUDING INSIGHTS FROM INITIATIVES LIKE THE MISSING BILLION, TO STRATEGICALLY INFORM EFFORTS TO IMPROVE HEALTH OUTCOMES FOR INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. WORKING CLOSELY WITH PARTNER ORGANIZATIONS, THE COLLABORATORY FOCUSES ON SUPPORTING POLICY CHANGES, ENHANCING WORKFORCE DEVELOPMENT, AND CONTRIBUTING TO ADVOCACY FOR IMPROVED GOVERNANCE AND DATA COLLECTION. THROUGH THESE PARTNERSHIPS, IT AIMS TO DISMANTLE HEALTHCARE BARRIERS AND PROMOTE HEALTH EQUITY.TOGETHER, THESE INITIATIVES, FROM DIRECT SCREENINGS TO IN-DEPTH RESEARCH AND COLLABORATIVE EFFORTS TOWARD SYSTEMIC CHANGE, UNDERSCORE OUR UNWAVERING COMMITMENT TO EMPOWERING ATHLETES TO REACH THEIR FULL POTENTIAL AND ESTABLISHING SPECIAL OLYMPICS AS A GLOBAL LEADER IN ENHANCING THE HEALTH OF INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. 1019159 0 0 SPECIAL OLYMPICS PENNSYLVANIA IS DEEPLY COMMITTED TO ENHANCING THE HEALTH AND FITNESS OF OUR ATHLETES YEAR-ROUND, BOTH ON AND OFF THE FIELD, THROUGH TARGETED AND INCLUSIVE PROGRAMS.OUR ATHLETE PERFORMANCE TRAINING (APT) PROGRAM, AN 8-WEEK IN-SEASON FITNESS INITIATIVE EMBEDDED DIRECTLY INTO SPORTS PRACTICES, CONTINUES TO SHOW SIGNIFICANT POSITIVE TRENDS. SINCE ITS INCEPTION IN 2022, NEARLY 600 INSTANCES OF ATHLETES HAVING FULLY COMPLETED APT, DEMONSTRATE CONSISTENT POSITIVE OR STABLE HEALTH OUTCOMES. NOTABLY, 28% OF PARTICIPANTS HAVE SHOWN IMPROVEMENT IN CARDIO FITNESS (WITH 63.3% MAINTAINING LEVELS), AND 88.1% HAVE MAINTAINED THEIR BMI LEVELS, WITH REPEAT PARTICIPANTS OFTEN CONTINUING TO IMPROVE OR MAINTAIN.COMPLEMENTING THIS, UNIFIED FITNESS, OUR OFF-SEASON, 12-WEEK PROGRAM, IS FORGING INCLUSIVE COMMUNITIES BY BRINGING TOGETHER ATHLETES AND UNIFIED PARTNERS FOR REGULAR TRAINING. LAUNCHED IN SPRING 2024, EARLY RESULTS ARE HIGHLY PROMISING: PARTICIPANTS ARE SHOWING AVERAGE IMPROVEMENTS ACROSS MEASURES OF STRENGTH, BALANCE, AND ENDURANCE. BEYOND PHYSICAL GAINS, UNIFIED FITNESS IS SUCCESSFULLY FOSTERING NEW, VALUABLE PARTNERSHIPS AND EXPANDING ACCESS TO VITAL COMMUNITY-BASED FITNESS OPPORTUNITIES.TOGETHER, APT AND UNIFIED FITNESS UNDERSCORE OUR DEDICATION TO PROVIDING COMPREHENSIVE FITNESS PATHWAYS THAT EMPOWER ATHLETES, PROMOTE HEALTHY LIFESTYLES, AND BUILD TRULY INCLUSIVE COMMUNITIES ACROSS THE COMMONWEALTH. 880354 0 0 SPECIAL OLYMPICS PENNSYLVANIA IS DEDICATED TO PROVIDING YEAR-ROUND SPORTS TRAINING AND COMPETITION OPPORTUNITIES FOR ATHLETES AND UNIFIED PARTNERS ACROSS THE COMMONWEALTH. IN 2024, WE PROUDLY HOSTED 933 TOTAL COMPETITIVE EVENTS, A SUBSTANTIAL INCREASE FROM THE 794 COMPETITIONS DELIVERED IN 2023. THIS GROWTH, ENCOMPASSING BOTH TRADITIONAL AND UNIFIED SPORTS, WAS PRIMARILY DRIVEN BY EXPANDED UNIFIED COMPETITION SPORTS (UCS) OFFERINGS, DIRECTLY SUPPORTED BY OUR GROWTH IN THE NUMBER OF SCHOOLS ENGAGED WITH 511 SCHOOLS PARTICIPATING IN 2024 COMPARED TO 441 IN 2023. 0 0 0 THE TRANSFORMATIVE WORK OF SPECIAL OLYMPICS PENNSYLVANIA IS POWERED BY THE UNWAVERING DEDICATION OF OUR VOLUNTEERS, WHO ARE THE BACKBONE OF OUR PROGRAMS. IN 2024, OUR VOLUNTEER FORCE GREW TO 10,265 INDIVIDUALS, MARKING A REMARKABLE INCREASE FROM THE 6,464 VOLUNTEERS WHO SUPPORTED OUR MISSION IN 2023. THIS GROWTH IS A TESTAMENT TO OUR ENHANCED DATA MANAGEMENT, AS THE IMPLEMENTATION OF A SINGLE CRM SYSTEM NOW ALLOWS US TO MORE COMPREHENSIVELY TRACK ALL OUR CONSTITUENTS, INCLUDING VOLUNTEERS, IN ONE CENTRALIZED SYSTEM. THIS BROADER CAPTURE OF VOLUNTEER ENGAGEMENT, NOTABLY INCLUDING 5,152 YOUTH VOLUNTEERS (AGED 8-25), ALSO HIGHLIGHTS OUR SUCCESS IN FOSTERING A PIPELINE WHERE UNIFIED PARTNERS AND ATHLETES TRANSITION FROM SCHOOL-BASED PROGRAMS INTO VITAL COMMUNITY VOLUNTEERS, REINFORCING A LIFELONG COMMITMENT TO THE SPECIAL OLYMPICS MOVEMENT. 880354 0 0 9724239 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 1 0 0 0 0 0 0 0 0 1 28 0 84 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 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 KEVIN CONLEY BOARD MEMBER 5.00 X 0 0 0 SCOTT SCHUBERT BOARD MEMBER 5.00 X 0 0 0 MICHAEL TRETTEL BOARD MEMBER (THRU JAN 24) 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 STEVE NOLDER 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 DAVID SIMONETTI BOARD MEMBER 5.00 X 0 0 0 CAITLIN BARAN BOARD MEMBER 5.00 X 0 0 0 LISA BARBOUR BOARD MEMBER 5.00 X 0 0 0 BARB BOWKER BOARD MEMBER 5.00 X 0 0 0 JACQUELINE FODERARO BOARD MEMBER 5.00 X 0 0 0 SUE PATERNO BOARD MEMBER 5.00 X 0 0 0 C SHANNON BARRY TREASURER 5.00 X X 0 0 0 STEVE MATSICK BOARD MEMBER 5.00 X 0 0 0 KRISTI BOCCELLA SECRETARY 5.00 X X 0 0 0 MARC BRUNO BOARD MEMBER 5.00 X 0 0 0 RICH BILLMAN BOARD MEMBER 5.00 X 0 0 0 MARY MEDER BOARD MEMBER 5.00 X 0 0 0 TERRILL DRAKE BOARD MEMBER 5.00 X 0 0 0 TONY GILLESPIE BOARD MEMBER (THRU NOV 24) 5.00 X 0 0 0 MELISSA CHRISTIAN BOARD MEMBER 5.00 X 0 0 0 ALICIA HICKOK BOARD MEMBER 5.00 X 0 0 0 TANYA JARRETT BOARD MEMBER (THRU JUNE 24) 5.00 X 0 0 0 DAN KOLB BOARD MEMBER (THRU NOV 24) 5.00 X 0 0 0 DEIRDRE KRAMER BOARD MEMBER 5.00 X 0 0 0 JIM LAUGHMAN BOARD MEMBER 5.00 X 0 0 0 DR JONATHAN GLEASON BOARD MEMBER 5.00 X 0 0 0 TOM HINDMAN CHAIRMAN (THRU NOV 24) 5.00 X X 0 0 0 MATTHEW B AARON PRESIDENT & CEO 40.00 X 242565 0 40904 NATE GARLAND CHIEF OPERATING OFFICER 40.00 X 168532 0 8436 DAN REARDON CHIEF FINANCIAL OFFICER 40.00 X 160597 0 15759 PAMELA VELASQUEZ CHIEF PEOPLE OFFICER 40.00 X 147287 0 10295 ANDREW FEE VP STRATEGIC PARTNERSHIPS 40.00 X 111351 0 13720 JULIE BENJAMIN REGIONAL EXECUTIVE DIRECTOR 40.00 X 100115 0 23975 930447 0 113089 6 0 1 0 MIKE BOVINO 2111 WISCONSIN AVE WASHINGTON DC 20007 PROGRAM EXPANSION 118976 1 120837 2886074 3920098 5383522 76810 12310531 251656 251656 962025 2886074 923377 38648 38648 60207 13480 46727 46727 98032 30341 67691 67691 MISCELLANEOUS REVENUE 900099 58689 58689 58689 12773942 0 0 463411 283211 204094 23245 55872 4137272 3003306 342061 791905 199878 73394 102433 24051 583007 206642 285634 90731 328750 115232 176595 36923 60000 60000 1283059 822101 104040 356918 909009 585198 222154 101657 65010 39839 16109 9062 682102 652921 15925 13256 2341251 2098540 137143 105568 96101 56064 21924 18113 198996 127654 31687 39655 SPORTS EQUIPMENT & UNIF 1266547 1140522 37986 88039 EDUCATION MATERIALS 448529 448426 103 SOI ACCREDIATION FEE 146267 93549 22496 30222 SERVICE CHARGES 120601 38647 36165 45789 24672 18110 4027 2535 13174262 9724239 1579727 1870296 X 2145795 3622330 1346085 534159 51573 31175 74027 210021 1127596 965264 166384 162332 7112895 7718369 1915507 1825900 12812266 14104286 502166 687868 318099 1581441 1520012 1302802 2340277 3572111 X 9407527 9362705 1064462 1169470 10471989 10532175 12812266 14104286 X -400320 407769 52737 X 0 1 X 1 0 X 7132411 7745932 9630452 10387746 12310531 47207072 7132411 7745932 9630452 10387746 12310531 47207072 2273177 44933895 127718 144852 140039 235243 251656 899508 494044 376932 20748 153066 1044790 823 2195 1617 58689 63324 49214694 219886 0.91300 0.91370 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. 1233309 540235 30669 315737 1488476 797738 412660 22911 1233309 618826 213705 -34793 797738 403870 181116 33840 618826 342160 89623 21533 49446 403870 1.00000 1 0 1127596 965264 162332 162332 RIGHT OF USE ASSETS 1254467 BENEFICIAL INTEREST IN ASSETS HELD BY A COMMUNITY FOUNDATION 571433 1825900 OPERATING LEASE LIABILITY 1302802 1302802 X 14834156 407769 632511 1019934 2060214 12773942 0 12773942 14773970 632511 967197 1599708 13174262 0 13174262 PART V, LINE 4: THE BOARD OF DIRECTORS HAS DESIGNATED A PORTION OF THE UNRESTRICTED NET ASSETS AS AN ENDOWMENT FUND TO SUPPORT CAPITAL PROJECTS NECESSARY TO ASSIST PARTICIPATING ATHLETES AND TO SUPPORT THE ATHLETE LEADERSHIP FUND FUFILLING SOPA'S VISION OF BEING THE "GLOBAL LEADER" IN ATHLETE LEADERSHIP. THESE FUNDS ALSO SUPPORT INCLUSION ACTIVITIES IN AREA SCHOOLS ACROSS THE STATE OF PENNSYLVANIA WHERE OUR ATHLETES PARTICIPATE IN SPORTING ACTIVITIES WITH STUDENTS ATTENDING THESE SCHOOLS. THE BALANCE OF BOARD DESIGNATED NET ASSETS WAS $1,488,476 AND $1,233,309, AT DECEMBER 31, 2024 AND 2023, 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 923,376. COST OF GOODS SOLD 30,341. COST OF GAMING 13,480. CHANGE IN BENEFICIAL INTEREST HELD BY COMMUNITY FOUNDATION 52,737. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SPECIAL EVENTS 923,376. COST OF GOODS SOLD 30,341. COST OF GAMING 13,480. POLAR BEAR PLUNGES 2505044 1878783 626261 62605 21142 9823 554126 BEAVER STADIUM RUN 512509 384382 128127 21603 1500 1344 32045 14 830546 622909 207637 40785 38876 21402 118126 3848099 2886074 962025 124993 61518 32569 704297 923377 38648 44870 1785 6285 0 15337 4270 1140 0 60207 6055 7425 13480 46727 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 236897 0 0 0 5668 0 15871 0 25033 0 283469 0 0 0 NATE GARLAND CHIEF OPERATING OFFICER 166098 0 0 0 2434 0 8298 0 138 0 176968 0 0 0 DAN REARDON CHIEF FINANCIAL OFFICER 157788 0 0 0 2809 0 7876 0 7883 0 176356 0 0 0 PAMELA VELASQUEZ CHIEF PEOPLE OFFICER 145856 0 0 0 1431 0 10203 0 92 0 157582 0 0 0 X 1 52049 FAIR MARKET VALUE X MATERIALS AND SUPPLIES 1 24761 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B). 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 52,737.