2014-05-13T17:33:02-05:00 2013-12-31 431594752 MUELLER PROST PC 7733 FORSYTH BLVD SUITE 1200 ST LOUIS MO 63105 990 2013-01-01 237328374 SPECIAL OLYMPICS MISSOURI INC SPEC 5736351660 1001 DIAMOND RIDGE NO 800 JEFFERSON CITY MO 65109 MARK MUSSO PRESIDENT / CEO 5736351660 2014-05-12 1 JEANETTE BAX-KURTZ P00096490 3148622070 2014-05-08 2013 2015-11-30 17:44:51Z MARK MUSSO 1001 DIAMOND RIDGE NO 800 JEFFERSON CITY MO 65109 4026811 0 X WWW.SOMO.ORG X 1971 MO THROUGH YEAR-ROUND SPORTS, PERSONS WITH INTELLECTUAL DISABILITIES GAIN ACCEPTANCE & INCLUSION. 18 18 46 20221 0 0 3553053 3105396 0 0 50344 28197 663451 673613 4266848 3807206 3000 0 0 0 1843033 1977801 50912 90021 332659 2428444 2262428 4325389 4330250 -58541 -523044 3486816 3182998 504277 483938 2982539 2699060 X THROUGH YEAR-ROUND SPORTS AND TRAINING, INDIVIDUALS WITH INTELLECTUAL DISABILITIES ARE GIVEN THE CHANCE TO GAIN CONFIDENCE, SEEK OPPORTUNITIES TO IMPROVE THEIR PHYSICAL FITNESS, DEMONSTRATE PRIDE, AND PARTICIPATE IN THEIR COMMUNITIES. 0 0 3825838 883 SPECIAL OLYMPICS MISSOURI (SOMO) SERVES INDIVIDUALS WITH INTELLECTUAL DISABILITIES EACH YEAR, BY COMBINING THE HEALTH, FITNESS, SOCIAL, AND EMOTIONAL BENEFITS THAT RESULT FROM PARTICIPATION IN SPORTS. SOMO WILL SUBSTANTIALLY INCREASE ITS CAPACITY TO SERVE THESE INDIVIDUALS THROUGH A STATE-OF-THE ART TRAINING FOR LIFE CAMPUS. THIS WORLD-CLASS, 44,000-SQUARE-FOOT FACILITY WILL BE BUILT ON 11 ACRES IN MID-MISSOURI, CENTRALLY LOCATED FOR MORE THAN 120,400 INDIVIDUALS IN THE STATE WHO QUALIFY FOR AND WOULD BENEFIT FROM SOMO PROGRAMS.RESEARCH SHOWS DEVELOPED ECONOMIES LIKE THE UNITED STATES HAVE REDUCED PHYSICAL ACTIVITY LEVELS BY AS MUCH AS 32% IN FEWER THAN TWO GENERATIONS. THE SCIENCE IS CLEAR. PHYSICAL ACTIVITY DOES MORE THAN CREATE GOOD HEALTH. IT CONTRIBUTES TO LEADERSHIP, PRODUCTIVITY AND INNOVATION. SPECIAL OLYMPICS PROVIDES TRAINING FOR LIFE.ONE-THIRD OF SOMO ATHLETES HAVE AUTISM SPECTRUM DISORDER AND ANOTHER THIRD HAVE DOWN SYNDROME. THERE ARE AN ESTIMATED 120,400 INDIVIDUALS WITH INTELLECTUAL DISABILITIES IN MISSOURI.ATHLETES WHO PARTICIPATE IN SPECIAL OLYMPICS CAN DOUBLE THE LIKELIHOOD TO FIND AND KEEP EMPLOYMENT, MAKING IT FAR MORE THAN A SPORTS ORGANIZATION.THE MOTOR SKILLS OF OUR CHILDREN PARTICIPATING IN THE YOUNG ATHLETES PROGRAM IMPROVED AT TWICE THE RATE OF CHILDREN WHO WERE NOT INVOLVED.SPECIAL OLYMPICS IS THE LARGEST PUBLIC HEALTH PLATFORM FOR PEOPLE WITH ID IN THE WORLD, PARTNERING WITH HEALTHCARE PROFESSIONALS IN MISSOURI TO OFFER FREE SCREENINGS.SPECIAL OLYMPICS PROVIDES SERVICES TO MORE THAN 17,000 ATHLETES WITH THE ASSISTANCE OF APPROXIMATELY 20,221 VOLUNTEERS. 28609 THE HEALTHY ATHLETES PROGRAM IS AN INITIATIVE DEVELOPED BY SPECIAL OLYMPICS, INC., WITH A MISSION OF IMPROVING THE OVERALL HEALTH OF OUR ATHLETES THROUGH VARIOUS HEALTH SCREENINGS. THIS PROGRAM OFFERS ATHLETES THE OPPORTUNITY TO IMPROVE THEIR HEALTH IN AN ENVIRONMENT THAT IS FOCUSED ON THE NEEDS OF INDIVIDUALS WITH INTELLECTUAL DISABILITIES. SCREENING PROGRAMS INCLUDE FUNFITNESS, HEALTHY HEARING, FIT FEET, HEALTH PROMOTION, OPENING EYES, SPECIAL SMILES, AND MEDFEST. WITH THE HELP OF LOCAL VOLUNTEER HEALTH PROFESSIONALS, MEDFEST PROVIDES ATHLETES WITH PHYSICAL EXAMINATIONS. MEDFEST EXAMS ALSO ADDRESS QUESTIONS AND CONCERNS OF ATHLETES' PARENTS AND GUARDIANS. ALL HEALTHY ATHLETES PROGRAMS ARE PROVIDED FREE OF CHARGE TO ALL SPECIAL OLYMPICS ATHLETES. 1,164 ATHLETES WERE SCREENED DURING 2013. $1 OF HEALTHY ATHLETE EXPENSE RESULTS IN $5 OF SERVICE (PRO BONO). IF CONTRIBUTED SERVICES ARE FACTORED, SOMO WOULD SHOW 90% PROGRAM EXPENSES FOR 2013. 3854447 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 34 0 46 1 0 0 0 0 0 0 0 0 0 0 X 18 18 1 0 1 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X MARK MUSSO 5736351660 1001 DIAMOND RIDGE SUITE 800 JEFFERSON CITY MO 65109 RANDY REDDICK CHAIRMAN 4.00 X X 0 0 0 LEEANN BARRETT TREASURER 4.00 X X 0 0 0 JEANIE BYLAND SECRETARY 4.00 X X 0 0 0 PHIL COOK VICE CHAIR 4.00 4.00 X X 0 0 0 ROBYN KAUFMAN BOARD MEMBER 4.00 X 0 0 0 COLLEEN LAMOND BOARD MEMBER 4.00 X 0 0 0 LAWRENCE WADSACK FORMER BOARD MEMBER 4.00 4.00 X 0 0 0 BEA WEBB BOARD MEMBER 4.00 X 0 0 0 GARY WILBERS BOARD MEMBER 4.00 X 0 0 0 DAVID KEUNE BOARD MEMBER 4.00 X 0 0 0 ANDREW MUNDWILLER BOARD MEMBER 4.00 X 0 0 0 AMY WURST BOARD MEMBER 4.00 X 0 0 0 GREG BROWN FORMER BOARD MEMBER 4.00 X 0 0 0 DON SPEARS BOARD MEMBER 4.00 4.00 X 0 0 0 BERNARD SIMONS BOARD MEMBER 4.00 X 0 0 0 MELISSA VIGHI BOARD MEMBER 4.00 X 0 0 0 MARTY WILLADSEN BOARD MEMBER 4.00 X 0 0 0 RANDY BOEHM IMMEDIATE PAST CHAIR 4.00 X 0 0 0 CHARLES BERNSKOETTER BOARD MEMBER 5.00 4.00 X 0 0 0 ROB EICHELBERGER BOARD MEMBER 4.00 X 0 0 0 MARK MUSSO PRESIDENT / CEO 40.00 5.00 X 148069 0 14435 148069 0 14435 1 0 1 0 D SPORT 1034 WALNUT COLUMBIA MO 65202 T-SHIRT PRINTING 236474 UNIVERSITY OF MISSOURI 213 ROTHWELL GYMNASIUM COLUMBIA MO 65211 USE OF RECREATIONAL CENTER 174425 UNITED HEALTHCARE DEPT CH 10151 PALATINE IL 600550151 HEALTH INSURANCE 164678 3 15366 492785 384046 2213199 64119 3105396 28197 28197 857360 184630 672730 672730 35858 34975 883 883 3807206 883 0 700927 171678 120175 30902 20601 1451142 1206236 82287 162619 62928 53244 1569 8115 181272 156641 6118 18513 110781 96800 13981 5000 5000 14500 14500 90021 90021 220783 218253 1880 650 112696 111981 715 101082 100563 239 280 159257 154005 1628 3624 398835 396589 2246 130471 130471 16540 16540 63382 63382 49869 47895 997 977 46626 44826 1246 554 RECOGNITION 273529 273529 FOOD 218039 215926 2113 PRINTING & PUBLICATIONS 177520 173628 137 3755 VENUES 99621 99621 174678 169142 926 4610 4330250 3854447 143144 332659 X 229828 82491 233277 224271 65444 38933 13563 7060 42188 80604 1281976 421878 865377 860098 2037139 1889541 3486816 3182998 99049 133150 62940 22048 342288 308884 0 19856 504277 483938 X 2808724 2423119 173815 275941 2982539 2699060 3486816 3182998 -523044 239565 0 X X 0 1 X 1 0 X 3205855 3731997 3476691 3553053 3105396 17072992 3205855 3731997 3476691 3553053 3105396 17072992 208463 16864529 46668 44278 52293 50344 28197 221780 51298 647936 888309 893218 2480761 19775533 0.85280 0.88860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 716355 716355 13938 13938 507708 410670 97038 43975 11208 32767 860098 AMERICAN GENERAL FINANCE 6% 50831 F SPARTAN INT'L INDEX FUND 76797 F LOOMIS SAYLES SM CAP VALUE 26771 F VANGUARD INSTITUTIONAL INDEX 327170 F VANGUARD MID-CAP INDEX SIGNAL SHARES 60575 F VANGUARD TOTAL STOCK MARKET INDEX FUND SIGNAL SH 423183 F ACCRUED INCOME ON INVESTMENTS 5978 F FEDERAL HOME LOAN BANK 1.0% 98298 F FEDERAL HOME LOAN BANKS DEB 1.5% 90001 F FEDERAL HOME LOAN BANK STEP 1.0% 94037 F FEDERAL NATL MTG ASSN FRNT 3% 114857 F FEDERAL NATIONAL MORTGAGE 2% 113120 F FANNIE MAE 3% 135380 F FEDERAL NATIONAL MORTGAGE 3% 141902 F MORGAN STANLEY D W DISC SRMT MTNF 3% 102637 F VANGUARD EXPLORER FD INC ADMIRAL SHARES 26950 F EXPRESS SCRIPTS HLDG CO COM 1054 F 1889541 DUE TO AFFILIATED ORGANIZATION 19856 19856 X 7348593 239565 3082217 219605 3541387 3807206 0 3807206 7632072 3082217 219605 3301822 4330250 0 4330250 PART X, LINE 2: SOMO FOLLOWS "FASB ACCOUNTING STANDARDS CODIFICATION 740-10, INCOME TAXES - OVERALL". THE ORGANIZATION HAS ASSESSED ITS FEDERAL AND STATE TAX POSITIONS AND DETERMINED THAT THERE WERE NO UNRELATED BUSINESS INCOME TAXES AND NO UNCERTAINTIES OR POSSIBLE RELATED EFFECTS THAT NEED TO BE RECORDED AS OF OR FOR THE YEARS ENDED DECEMBER 31, 2013 AND 2012. THE RETURN OF THE ORGANIZATION FOR 2013, 2012, 2011, AND 2010 ARE SUBJECT TO EXAMINATION BY THE RESPECTIVE TAXING AUTHORITIES GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: REDUCTION IN REVENUE FOR COST OF GOODS SOLD 34,975. REDUCTION IN REVENUE FOR DIRECT FUNDRAISING EVENT EXPENSE 184,630. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD, INCLUDED WITH REVENUE 34,975. DIRECT FUNDRAISING EVENT EXPENSE, INCLUDED WITH REVENUE 184,630. X X X X X X X 1 OLYMPIA INC 2215 E OAK STREET STE 1 CONWAY AR 72032 PHONE AND MAIL FUNDRAISING SERVICES 0 132920 86398 46522 ALLIANCE ICOMMUNICATIONS INC 53702 GENERATIONS DRIVE SOUTH BEND IN 46635 PHONE AND MAIL FUNDRAISING SERVICES 0 5574 3623 1951 138494 90021 48473 MO GATEWAY GOLF TOURNAMENT 276758 276758 15050 34160 23302 12237 TR SUPER PLUNGES 139117 139117 2281 221 426 12 441485 441485 61564 1896 1606 31887 857360 857360 78895 36056 25129 44550 184630 672730 1 X X X X 0 0 0 0 0 0 0 0 0 MARK MUSSO PRESIDENT / CEO 148069 0 0 0 0 0 0 0 14435 0 162504 0 0 0 X MEALS FOR EVE 86 41447 FMV X SUPPLIES 18 11924 FMV X TELEPHONE 2 6000 FMV X AWARDS 2 2881 FMV X PRINTING/PROD 4 1867 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 LAWRENCE WADSACK (FORMER BOARD MEMBER) IS DAVID KEUNE'S (BOARD MEMBER) FATHER IN LAW. FORM 990, PART VI, SECTION A, LINE 4 SPECIAL OLYMPICS AMENDED AND RESTATED ITS BYLAWS ON APRIL 19, 2013, TO BETTER REPRESENT THE PURPOSE, POLICIES, AND PROCEDURES OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE 990 WILL BE PROVIDED TO ALL BOARD MEMBERS, FOR REVIEW, AT THEIR MAY BOARD MEETING. THEY WILL BE GIVEN A CHANCE TO ASK QUESTIONS AT THE ACTUAL BOARD MEETING PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AT THE FIRST BOARD MEETING OF THE YEAR, BOARD MEMBERS ARE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY. THEY ARE TO READ IT, MAKE DISCLOSURES IF NECESSARY AND SIGN IT. DISCLOSURES OF ANY CONFLICT ARE ALSO MADE ORALLY AT THE MEETING. SIGNED COPIES OF THE POLICY ARE MAINTAINED AT SOMO HEADQUARTERS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE CEO IS BASED UPON AVERAGE PEER DATA FROM A NATIONAL SPECIAL OLYMPICS CEO SALARY SURVEY. THIS NATIONAL STUDY IS DONE BI-ANNUALLY TO DETERMINE THE AVERAGE COMPENSATION OF OTHER CEOS. THE CEO THEN SHARES WITH THE SOMO EXECUTIVE COMMITTEE, WHO PRESENTS TO THE FULL BOARD FOR APPROVAL OF CEO COMPENSATION. THE CEO IS RATED ANNUALLY BY THE EXECUTIVE COMMITTEE. ALL STAFF HAVE AN ANNUAL PERFORMANCE EXPECTATION REVIEW. AT THE END OF THE YEAR, THEY ARE GRADED ON THEIR YEARLY PERFORMANCE GOALS BY THEIR SUPERVISOR. A RATING OF "BELOW EXPECTATIONS" MAY RESULT IN NO RAISE, WHILE AN "ABOVE EXPECTATIONS" MAY EARN A RAISE, DEPENDING ON THE SOMO SALARY ADMINISTRATION PLAN. THE BOARD OF DIRECTORS APPROVES THE OVERALL SALARY POOL FOR ALL STAFF ANNUALLY, AND SAID POOL IS USED TO FUND THE SALARY ADMINISTRATION PLAN ACCORDINGLY. DURING 2013, THE CEO RECEIVED A LONGEVITY AWARD OF $952.50, PER THE STAFF LONGEVITY POLICY. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 IS AVAILABLE ON SPECIAL OLYMPICS' WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT SOMO HEADQUARTERS. THE ANNUAL AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON SPECIAL OLYMPICS' WEBSITE. FORM 990 XII, LINE 2C SELECTION OF INDEPENDENT ACCOUNTANT/FIRM IS RECOMMENDED BY THE AUDIT COMMITTEE TO THE FULL BOARD FOR APPROVAL EVERY THREE YEARS. PRIOR TO 2013, THE FINANCE COMMITTE MADE THE RECOMMENDATION. THE OVERSIGHT PROCESS OF THE AUDIT, BY THE AUDIT COMMITTEE, HAS NOT CHANGED DURING THE CURRENT YEAR. SOMO ENDOWMENT FUND INC 1001 DIAMOND RIDGE SUITE 800 JEFFERSON CITY MO 65109 201295769 A SUPPORTING ORGANIZATION TO SOMO MO 501 (C) (3) 11A TYPE I 0 SPECIAL OLYMPICS INC 1133 19TH STREET NW WASHINGTON DC 20036 520889518 INTERNATIONAL ORGANIZATION DC 501 (C) (3) 7 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 SPECIAL OLYMPICS INC C 314115 CASH SPECIAL OLYMPICS INC R 63382 CASH SOMO ENDOWMENT FUND INC C 178670 CASH