2022-08-08T11:42:49-05:00 2021-12-31 420714325 RSM US LLP 1861 INTERNATIONAL DRIVE SUITE 400 MCLEAN VA 22102 990 2021-01-01 520889518 SPECIAL OLYMPICS INC SPEC 2026283630 1133 19TH STREET NW WASHINGTON DC 20036 MARY DAVIS CEO 2026283630 2022-08-03 1 MARY DAVIS 999009999 YONG ZHANG CPA P01249785 7033366400 2022-08-03 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z MARY DAVIS 1133 19TH STREET NW WASHINGTON DC 20036 157761700 0 X WWW.SPECIALOLYMPICS.ORG X 1968 DC THE MISSION OF SPECIAL OLYMPICS IS TO PROVIDE SPORTS TRAINING AND COMPETITION IN A VARIETY OF SPORTS FOR CHILDREN AND ADULTS WITH INTELLECTUAL DISABILITIES, GIVING THEM 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. 41 38 260 527001 408000 0 111391767 134396219 7003214 3649273 6820570 8767483 815810 1508129 126031361 148321104 37963773 50489563 0 0 25512350 28002086 5184360 5877500 14343052 41177170 41651318 109837653 126020467 16193708 22300637 129814982 155208967 19858701 22499063 109956281 132709904 X SPECIAL OLYMPICS STRIVES TO CREATE A BETTER WORLD BY FOSTERING THE ACCEPTANCE AND INCLUSION OF PEOPLE OF ALL ABILITIES THROUGH SPORTS, HEALTH AND EDUCATION PROGRAMS. 0 0 64752151 32779865 3266273 HEALTH WORKDESPITE SEVERE NEED AND HIGHER HEALTH RISKS INCLUDING AS A RESULT OF COVID, PEOPLE WITH INTELLECTUAL DISABILITIES (ID) ARE OFTEN UNABLE TO ACCESS THE QUALITY CARE THAT THEY NEED TO MAINTAIN OPTIMAL HEALTH. SPECIAL OLYMPICS HEALTH PROGRAMS PROACTIVELY ADDRESS THE HEALTH RISKS AND BARRIERS THAT INDIVIDUALS WITH ID FACE, CREATING A WORLD WHERE PEOPLE WITH INTELLECTUAL DISABILITIES HAVE EVERY OPPORTUNITY TO BE HEALTHY. IN THE FIRST HALF OF 2021, WITH THE PANDEMIC STILL IN PLACE, VIRTUAL INTERVENTIONS REMAINED A PRIORITY INCLUDING APP-BASED FITNESS CHALLENGES AND VIRTUAL HEALTH EDUCATION MODELS. WITH THE REDUCTION IN RESTRICTIONS IN THE LATTER PART OF THE YEAR, IN-PERSON ACTIVITIES INCLUDING HEALTH SCREENINGS, FITNESS AND EARLY CHILDHOOD DEVELOPMENT PROGRAMMING RESUMED, ALBEIT AT LOWER LEVELS OF PARTICIPATION THAN PRIOR TO THE PANDEMIC. DURING THE COURSE OF THE YEAR, THE HEALTH PROGRAMMING CONTINUED TO EVOLVE AND BE RESPONSIVE TO THE SHIFTING CONTEXT. AS A RESULT, A NEW PEDIATRIC HEALTH SCREENING WAS DEVELOPED AND PILOTED, MODIFICATIONS WERE MADE TO EXISTING SCREENING PROTOCOLS, DEDICATED WEBINARS FOR HEALTH CARE PROFESSIONALS WERE CREATED AND PROMOTED AND A VIRTUAL HEALTH SUMMIT WAS STAGED TO ENGAGE KEY AUDIENCES AROUND OUR CURRENT AND FUTURE HEALTH PROGRAMS. RECOGNIZING THE PARTICULAR VULNERABILITY OF INDIVIDUALS WITH INTELLECTUAL DISABILITIES TO CONTRACTING AND DYING FROM COVID AND THE EMERGENCE OF VIABLE VACCINES FOR THE PUBLIC, SPECIAL OLYMPICS HEALTH PLAYED AT AN ACTIVE ROLE IN PROMOTING VACCINE UPTAKE AMONGST PARTICIPATING ATHLETES. THESE EFFORTS INCLUDED REGULAR SURVEYING OF ATHLETE POPULATIONS TO DETERMINE VACCINATION RATES, DEDICATED COMMUNICATION EFFORTS TO ADDRESS HESITANCY, PROTOCOLS DESIGNED TO REDUCE RISK AND PROMOTE VACCINE UPTAKE AND SPECIFIC RISK REDUCTION STRATEGIES SUCH AS MASK DISTRIBUTION INITIATIVES 36388452 15282052 PUBLIC EDUCATION AND COMMUNICATIONSTHERE ARE AS MANY AS 200 MILLION PEOPLE WITH INTELLECTUAL DISABILITIES AROUND THE WORLD. OUR GOAL IS TO REACH OUT TO EVERY ONE OF THEM AND THEIR FAMILIES AS WELL. SPECIAL OLYMPICS DOES THIS THROUGH A WIDE RANGE OF TRAININGS, COMPETITIONS, HEALTH SCREENINGS AND FUND-RAISING EVENTS. WE ALSO CREATE OPPORTUNITIES FOR FAMILIES, COMMUNITY MEMBERS, LOCAL LEADERS, BUSINESSES, LAW ENFORCEMENT, CELEBRITIES, DIGNITARIES AND OTHERS TO BAND TOGETHER TO CHANGE ATTITUDES AND SUPPORT ATHLETES.IN 2021, COVID-19 CONTINUED TO CAUSE SCHOOL CLOSURES AROUND THE WORLD; OVER THE COURSE OF THE PANDEMIC, OVER 1.2 BILLION CHILDREN AND YOUTH HAVE BEEN OUT OF SCHOOL GLOBALLY. THIS HAS RESULTED IN SPECIAL OLYMPICS PROGRAMS ADJUSTING TO BE MORE CREATIVE, RESOURCEFUL AND INNOVATIVE, USING VIRTUAL ENGAGEMENT, TO WORK YOUTH WITH AND WITHOUT INTELLECTUAL DISABILITIES. PROGRAMS HAVE DEVELOPED A WIDE RANGE OF VIRTUAL TALENT SHOWS, ESPORTS ACTIVITIES, DIGITAL UNIFIED SPORTS CHALLENGES, SOCIALLY DISTANT IN-PERSON EVENTS, AND VIRTUAL FITNESS CLASSES. EVEN GIVEN THE VIRTUAL NATURE RESULTING FROM QUARANTINE AND LOCKDOWNS, SPECIAL OLYMPICS HAS BEEN ABLE TO FORGE AND ACTIVATE AN INTERNATIONAL TEAM OF YOUTH LEADERS, TEACHERS, COMMUNITY ORGANIZERS AND COACHES, WHO ARE BRINGING THE POWER OF SOCIAL INCLUSION TO SCHOOLS AND COMMUNITIES AROUND THE WORLD.FURTHER, WE'VE INCREASED AUDIENCE INTERACTION TO GROW THE MOVEMENT BY ATTRACTING NEW STAKEHOLDERS TO OUR MISSION. WHILE PRIMARILY REMOTE, OUR COMMUNICATIONS AND EFFORTS, HAVE LED TO REACHING NEW CONSUMERS AND POLICYMAKERS THROUGH COORDINATED EFFORTS TO ELEVATE SPECIAL OLYMPICS AS A GLOBAL THOUGHT LEADER WITHIN INCLUSION AND EDUCATION. MOST NOTABLY, SPECIAL OLYMPICS LAUNCHED THE GLOBAL CENTER FOR INCLUSION IN EDUCATION IN ADU DHABI WHICH FOCUSES ON THE INTERSECTION OF POLICY, PRACTICE AND RESEARCH. THE GLOBAL CENTER PUBLISHES RESEARCH AND POLICY BRIEFS THAT ILLUMINATE OUR WORK ON INCLUSION IN EDUCATION, ALONG WITH CASE STUDIES SHOWCASING THE EXEMPLARY WORK OF SPECIAL OLYMPICS STAFF, COACHES, VOLUNTEERS, ATHLETES, AND YOUTH. 5616483 2427646 383000 SPORTS TRAINING AND COMPETITIONTHROUGH THE POWER OF SPORTS, PEOPLE WITH INTELLECTUAL DISABILITIES DISCOVER NEW STRENGTHS AND ABILITIES, SKILLS AND SUCCESS. OUR ATHLETES FIND JOY, CONFIDENCE AND FULFILLMENTON THE PLAYING FIELD AND IN LIFE. THEY ALSO INSPIRE PEOPLE IN THEIR COMMUNITIES AND ELSEWHERE TO OPEN THEIR HEARTS TO A WIDER WORLD OF HUMAN TALENTS AND POTENTIAL.IN 2021, THE SPECIAL OLYMPICS SPORT AND COMPETITION CONTINUED EFFORTS TO DIGITIZE EDUCATIONAL RESOURCES INCLUDING THE CONDUCT OF A GLOBAL COACH WEBINAR SERIES, DEVELOPMENT OF ON-LINE DATA SHARING PLATFORM FOR OUR SPORT SPECIFIC RESOURCE TEAMS, AND CREATION OF AN E-LEARNING TECHNICAL DELEGATE EDUCATION MODULE. OVER 4800 INDIVIDUALS REPRESENTING OVER 120 COUNTRIES REGISTERED FOR THE GLOBAL COACH WEBINAR SERIES. 39% OF THE ATTENDEES WERE FROM OUTSIDE ORGANIZATIONS INDICATING THE SERIES CONTRIBUTED TO A BROADER COACH RECRUITMENT EFFORT WHILE INFLUENCING OTHER ORGANIZATIONS TO PROMOTE INCLUSION FOR INDIVIDUALS WITH ID.IN PREPARATION FOR POST PANDEMIC RE-ACTIVATION A NEW FORMAT FOR OPERATING AND PRESENTING OUR WORLD GAMES COMPETITION A SET OF SPORT IMPACT STANDARDS FOR PRIORITY SPORTS WAS FINALIZED. THESE SPORT IMPACT STANDARDS WILL PROVIDE SPECIAL OLYMPICS WITH AN OPTIMUM ENVIRONMENT TO PERFORM AT THEIR BEST WHILE CREATING A PATHWAY FOR INSPIRING SPORT STORY CONTENT. ADDITIONALLY, THROUGH OUR SPORT PARTNERSHIP WORK WE LAUNCHED A TRAINING PLEDGE PROGRAM WITH THE BWF FOCUSED ON NATIONAL FEDERATION TRAINING SUPPORT FOR SPECIAL OLYMPICS ATHLETES ATTENDING THE WORLD GAMES IN 2023. THIS PRECEDENT SETTING SUPPORT FROM AN INTERNATIONAL SPORT FEDERATION WILL ENSURE SPECIAL OLYMPICS ATHLETES WILL RECEIVE THE VERY BEST TRAINING ASSISTANCE POSSIBLE WHILE FURTHER INTEGRATING INDIVIDUALS WITH INTELLECTUAL DISABILITIES INTO MAINSTREAM FEDERATION WORK AT THE NATIONAL LEVEL. OVERALL, 2021 SAW A DECREASE OF TOTAL NATIONAL LEVEL SPORT PARTNERSHIPS OF 2.5% BUT HIGHER ENGAGED PARTNERSHIPS YIELDED A MILLION DOLLAR INCREASE IN ANNUAL VALUE IN KIND SUPPORT.IN THE MAJOR GAMES ARENA, SPECIAL OLYMPICS SELECTED BIDS FOR FUTURE WORLD WINTER GAMES IN 2025 ITALY AND 2029 SWITZERLAND. THIS SEQUENTIAL AWARDING OF TWO WORLD GAMES WAS A FIRST FOR THE SPECIAL OLYMPICS MOVEMENT AND WILL PROVIDE A UNIQUE OPPORTUNITY TO INVEST RESOURCES INTO SUSTAINABLE LEGACY PROGRAMS AT THE NATIONAL AND REGIONAL LEVEL IN EUROPE.SPORT AND COMPETITION WORK IS LED BY A STRONG EMBRACE OF DATA DRIVEN PRIORITIZATION ENABLING EXPANDED SERVICES AND EVENTS WHILE BUILDING EVIDENCE-BASED CONTENT DEMONSTRATING HOW POSITIVE INCLUSIVE SPORT TRAINING COMPETITION CAN SERVE AS A CRITICAL PHYSICAL, SOCIAL, AND EMOTIONAL HEALTH INTERVENTION FOR INDIVIDUALS WITH AN INTELLECTUAL DISABILITY AND THEIR BROADER COMMUNITY. 106757086 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 1 1 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 X 121 0 1 260 1 1 1 1 BE PL EG AE SN EI PM CH 0 0 0 0 0 0 0 0 0 0 X 41 38 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK AL AR CA CO CT FL GA IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI AZ DE HI ID IN IA MT NE NV SD TX VT WY DC X X BRANDON FITZGERALD VP AND ASSOC GE 2026283630 1133 19TH STREET NW WASHINGTON DC 20036 X DR TIMOTHY SHRIVER CHAIRMAN 5.00 1.00 X X 0 0 0 MR WILLIAM ALFORD LEAD DIRECTOR AND VICE CHAIR 6.00 X X 0 0 0 MS LORETTA CLAIBORNE VICE CHAIR, CHIEF INSPIRATION OFFICER 10.00 X X 32000 0 0 MR ANGELO MORATTI VICE CHAIR 1.60 X X 0 0 0 MS MICHELLE KWAN TREASURER 1.60 X X 0 0 0 MR JAIME ALEMN DIRECTOR 0.80 X 0 0 0 MR NICHOLAS BURNS DIRECTOR 0.80 X 0 0 0 MR YOUSEF AL OTAIBA DIRECTOR 0.80 X 0 0 0 DR CLEMENT CHILESHE DIRECTOR 0.80 X 0 0 0 DR ELENI ROSSIDES DIRECTOR 0.80 X 0 0 0 DR JIM P CLEMENTS DIRECTOR 0.80 X 0 0 0 DR KAROLY MIRNICS DIRECTOR 0.80 X 0 0 0 DR SHI DERONG DIRECTOR 0.80 X 0 0 0 MR BART CONNER DIRECTOR 0.80 X 0 0 0 MR BENJAMIN HAACK DIRECTOR 0.80 X 14860 0 0 MR BOBBY SHRIVER DIRECTOR 0.80 6.00 X 0 0 0 MR DALE JONES DIRECTOR 0.80 X 0 0 0 MR DAVID SABLE DIRECTOR 0.80 X 0 0 0 MR DIKEMBE MUTOMBO DIRECTOR 0.80 X 0 0 0 MR ERNEST Z BOWER DIRECTOR 0.80 X 0 0 0 MR GLENN LYON DIRECTOR 0.80 X 0 0 0 MR JAMES QUINCEY DIRECTOR 0.80 X 0 0 0 MR LI RUIGANG DIRECTOR 0.80 X 0 0 0 MR MARK SHRIVER DIRECTOR 0.80 X 0 0 0 MR MUHTAR KENT DIRECTOR 0.80 X 0 0 0 MR NILS KASTBERG DIRECTOR 0.80 X 0 0 0 MR NYASHA DERERA DIRECTOR 0.80 X 5900 0 0 MR RAY LANE DIRECTOR 0.80 X 0 0 0 MR SATISH PILLAI DIRECTOR 0.80 X 0 0 0 MS ANNE FINUCANE DIRECTOR 0.80 X 0 0 0 MS CAROLINA PICASSO DIRECTOR 0.80 X 0 0 0 MS GLORIA TORRUCO DIRECTOR 0.80 X 0 0 0 MS JENNIFER FORTNER DIRECTOR 0.80 X 0 0 0 MS KIM SAMUEL DIRECTOR 0.80 X 0 0 0 MS MARIA GABRIELA SIGALA DIRECTOR 0.80 X 0 0 0 MS NATALIA VODIANOVA DIRECTOR 0.80 X 0 0 0 MS RONAK LAKHANI DIRECTOR 0.80 X 0 0 0 MS SHARON BOLLENBACH DIRECTOR 0.80 X 0 0 0 MS SUJING ZHAO DIRECTOR 0.80 X 0 0 0 MS YANG LAN DIRECTOR 0.80 X 0 0 0 MS YOLANDA ELETA DE VARELA DIRECTOR 0.80 X 0 0 0 MS ANGELA CICCOLO CLO/SECRETARY 40.00 1.00 X X 284885 0 22955 MS MARY DAVIS CEO 40.00 X 490848 0 35153 DR ALICIA BAZZANO CHIEF MEDICAL OFFICER 40.00 X 381564 0 20891 MR JAMES BARBEE CFO 40.00 X 195378 0 34229 MS KELLI SEELY CHIEF MARKETING & DEVELOPMENT OFFICER 40.00 X 320273 0 48471 DR JOHN DOW CHIEF, REGIONAL & PROGRAM OPERATIONS 40.00 X 292062 0 24486 MS PRIANKA NANDY CHIEF INFORMATION OFFICER 40.00 X 254773 0 19955 MS FREDA FUNG RPMD, SOEA 40.00 X 254311 0 0 MR ANTHONY WYLIE RPMD, SONA 40.00 X 246754 0 29934 2773608 0 236074 46 0 1 0 PRODUCTION SOLUTIONS 1953 GALLOWS RD SUITE 600 VIENNA VA 22182 FUNDRAISING/MAILING SERVICES 13191745 MDS COMMUNICATIONS CORP 545 WEST JUANITA AVE MESA AZ 85210 FUNDRAISING SERVICES 1577223 CLICK ON MEDIA LIMITED 35 SUNSET AVE VENICE CA 60654 DIGITAL TECHNOLOGY CONTENT 1256696 GIVEBRIDGE INC 525 W MONROE ST SUITE 2350 CHICAGO IL 60661 FUNDRAISING SERVICES 1179704 FUSESPORT INC 415 N TEJON ST COLORADO SPRINGS CO 80903 TECHNOLOGY DEVELOPMENT/IMPLEMENTATION 1100000 38 35796345 98599874 5071202 134396219 ACCREDITATION FEES 900099 3266273 3266273 WORLD GAMES SANCT FEE 900099 280000 280000 CONFERENCES & MEETINGS 900099 103000 103000 3649273 8777763 408000 8369763 1230645 1230645 9430316 9440596 -10280 -10280 -10280 OTHER INCOME 900099 277484 277484 277484 148321104 3649273 408000 9867612 43251371 43251371 7238192 7238192 1702897 712805 643498 346594 22178364 18735931 1400779 2041654 693277 517279 89727 86271 1930200 1440191 249816 240193 1497348 1117225 193794 186329 207819 155864 51955 234339 77332 157007 142091 142091 5877500 5877500 487989 452824 35165 11162194 10999427 162767 325633 259805 10433 55395 3739212 2721246 432158 585808 1943374 1565196 265958 112220 388952 343344 33314 12294 1744601 1568821 175306 474 429732 23097 406635 POSTAGE AND SHIPPING 6756210 5174535 7263 1574412 PRINTING 6503973 3622903 197 2880873 DONATED GOODS 5071202 5071202 SUPPLIES 830022 619279 107405 103338 1683975 947126 497152 239697 126020467 106757086 4920329 14343052 X 24261955 13441123 0 10820832 9747891 11908596 25657282 44337993 17304235 13578730 8313270 12301248 451929 392487 2508458 1982543 14232251 9860781 5702132 4371470 58935204 65305850 1194581 1030050 129814982 155208967 6727269 8169790 5020726 6682101 8087482 7431060 23224 216112 19858701 22499063 X 71173250 90923655 38783031 41786249 109956281 132709904 129814982 155208967 X 22300637 546072 -93086 X X 0 1 X 1 1 1 X 116214209 126016795 121611154 111391767 134396219 609630144 116214209 126016795 121611154 111391767 134396219 609630144 8777972 600852172 7317989 1729236 7158364 7095621 9600408 32901618 352000 313000 408000 1073000 119096 60802 200238 80212 277484 737832 644342594 30158664 0.93250 0.93280 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2017 AMOUNT: $ 119,096. 2018 AMOUNT: $ 60,802. 2019 AMOUNT: $ 200,238. 2020 AMOUNT: $ 80,212. 2021 AMOUNT: $ 277,484. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 142091 142091 125878376 126020467 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 116879 100000 112000 142091 470970 250000 250000 250000 250000 1000000 1500000 3641805 2234272 219685 6095762 3498584 143221 3641805 1498584 2000000 3498584 198584 1300000 1498584 198584 198584 1.00000 0 0 376268 332873 43395 13030300 8714701 4315599 825683 813207 12476 4371470 DEFERRED RENT 216112 216112 X 149543853 546072 1185562 -20896 1710738 147833115 487989 487989 148321104 126983610 1185562 265570 1451132 125532478 487989 487989 126020467 PART V, LINE 4: NET ASSETS WITH DONOR RESTRICTIONS, IN PERPETUITY, OF $6,095,762 AND $3,641,805 AT DECEMBER 31, 2021 AND 2020, RESPECTIVELY, CONSISTS OF THE SPECIAL OLYMPICS, INC. INTERNAL ENDOWMENT FUND AND THE GLOBAL UNIFIED CHAMPION SCHOOLS FUND (ESTABLISHED JUNE 25, 2019). THE INTERNAL ENDOWMENT FUND WAS ESTABLISHED TO GENERATE INCOME TO FINANCE SPECIAL PROJECTS OR UNUSUAL EXPENDITURES THAT WILL ENHANCE THE MISSION OF SOI. THE INVESTMENT INCOME EARNED IS WITHOUT DONOR RESTRICTIONS. THE GLOBAL UNIFIED CHAMPION SCHOOLS FUND WAS ESTABLISHED AS PART OF A MULTI-YEAR COMMITMENT WITH 30% OF THAT COMMITMENT GOING TOWARD THE ENDOWMENT FUND. THE FIRST $2,000,000 WAS CONTRIBUTED TO THE ENDOWMENT IN 2019. THE INVESTMENT INCOME EARNED MUST BE USED IN SUPPORT OF THE SPECIAL OLYMPICS GLOBAL CENTRE FOR INCLUSION IN EDUCATION (TO BE CREATED BY THE DONATION AND LOCATED IN ABU DHABI, UAE) AND UNIFIED CHAMPION SCHOOLS AROUND THE WORLD PER DONOR-IMPOSED RESTRICTIONS. SOI'S ENDOWMENT CONSISTS OF AMOUNTS HELD IN MONEY MARKET FUNDS AND FIXED INCOME FUNDS WITH THE OBJECTIVE OF PRESERVING THE CORPUS OF THE ENDOWMENT FUND. AS REQUIRED BY GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART X, LINE 2: SOI HAS RECEIVED A FAVORABLE DETERMINATION LETTER DESIGNATING IT AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN DESIGNATED AS A PUBLICLY SUPPORTED ORGANIZATION UNDER SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI). THE TRUST IS A GRANTOR TRUST THAT IS A NOT-FOR-PROFIT ORGANIZATION AND IS QUALIFIED UNDER THE EXEMPTION OF SOI AS THE TRUST'S SPONSOR ORGANIZATION. SOAP LTD. IS SUBJECT TO INCOME TAX UNDER THE LAWS OF THE COUNTRY OF SINGAPORE, BUT DID NOT INCUR ANY TAX. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY SOI AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF SOI HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY SOI AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2021 AND 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS. GENERALLY, SOI IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2018. THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE OF RELATED ORGS INCLUDED IN CONSOL. FIN. STATEMENTS 412,933. FOREIGN CURRENCY TRANSLATION ADJUSTMENT -93,086. AMOUNTS ELIMINATED IN CONSOLIDATION -340,743. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF RELATED ORGS INCLUDED IN CONSOL. FIN. STATEMENTS 606,313. AMOUNTS ELIMINATED IN CONSOLIDATION -340,743. 1 CENTRAL AMERICA AND THE CARIBBEAN GRANTS TO RECIPIENTS LOCATED IN REGION 285199 CENTRAL AMERICA AND THE CARIBBEAN 1 10 PROGRAM SERVICES SPORTS TRAINING AND PUBLIC EDUCATION 675413 EAST ASIA AND THE PACIFIC GRANTS TO RECIPIENTS LOCATED IN REGION 1646363 EAST ASIA AND THE PACIFIC 1 30 PROGRAM SERVICES SPORTS TRAINING AND PUBLIC EDUCATION 1995433 EUROPE (INCLUDING ICELAND & GREENLAND) GRANTS TO RECIPIENTS LOCATED IN REGION 1603486 EUROPE (INCLUDING ICELAND & GREENLAND) 1 25 PROGRAM SERVICES SPORTS TRAINING, HEALTHY COMMUNITIES AND PUBLIC EDUCATION 2744598 MIDDLE EAST AND NORTH AFRICA GRANTS TO RECIPIENTS LOCATED IN REGION 365012 MIDDLE EAST AND NORTH AFRICA 1 20 PROGRAM SERVICES SPORTS TRAINING, HEALTHY COMMUNITIES AND PUBLIC EDUCATION 920697 NORTH AMERICA GRANTS TO RECIPIENTS LOCATED IN REGION 392531 NORTH AMERICA 0 2 PROGRAM SERVICES SPORTS TRAINING, HEALTHY COMMUNITIES AND PUBLIC EDUCATION 213964 RUSSIA AND NEIGHBORING STATES GRANTS TO RECIPIENTS LOCATED IN REGION 215978 SOUTH AMERICA GRANTS TO RECIPIENTS LOCATED IN REGION 594900 SOUTH ASIA 0 4 PROGRAM SERVICES SPORTS TRAINING, HEALTHY COMMUNITIES AND PUBLIC EDUCATION 1735 SOUTH ASIA GRANTS TO RECIPIENTS LOCATED IN REGION 580688 SUB-SAHARAN AFRICA GRANTS TO RECIPIENTS LOCATED IN REGION 1599341 SUB-SAHARAN AFRICA 1 14 PROGRAM SERVICES SPORTS TRAINING, HEALTHY COMMUNITIES AND PUBLIC EDUCATION 830201 SOUTH AMERICA PROGRAM SERVICES SPORTS TRAINING, HEALTHY COMMUNITIES AND PUBLIC EDUCATION 372368 4 85 1 20 5 105 10236201 4801706 15037907 CENTRAL AMERICA AND THE CARIBBEAN PROGRAM ASSISTANCE 131556 WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN PROGRAM ASSISTANCE 56046 WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN PROGRAM ASSISTANCE 29000 WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN PROGRAM ASSISTANCE 25000 WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN PROGRAM ASSISTANCE 34462 WIRE 0 EAST ASIA AND THE PACIFIC PROGRAM ASSISTANCE 227500 WIRE 0 EAST ASIA AND THE PACIFIC PROGRAM ASSISTANCE 24700 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GREENLAND) PROGRAM ASSISTANCE 34661 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM ASSISTANCE 70230 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM ASSISTANCE 20635 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM ASSISTANCE 20718 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM ASSISTANCE 85953 WIRE 0 MIDDLE EAST AND NORTH AFRICA PROGRAM ASSISTANCE 10000 WIRE 0 MIDDLE EAST AND NORTH AFRICA PROGRAM ASSISTANCE 77477 WIRE 0 MIDDLE EAST AND NORTH AFRICA PROGRAM ASSISTANCE 67952 WIRE 0 MIDDLE EAST AND NORTH AFRICA PROGRAM ASSISTANCE 21750 WIRE 0 MIDDLE EAST AND NORTH AFRICA PROGRAM ASSISTANCE 11000 WIRE 0 MIDDLE EAST AND NORTH AFRICA PROGRAM ASSISTANCE 56983 WIRE 0 MIDDLE EAST AND NORTH AFRICA PROGRAM ASSISTANCE 53915 WIRE 0 MIDDLE EAST AND NORTH AFRICA PROGRAM ASSISTANCE 57297 WIRE 0 NORTH AMERICA PROGRAM ASSISTANCE 305338 WIRE 0 NORTH AMERICA PROGRAM ASSISTANCE 87193 WIRE 0 RUSSIA AND NEIGHBORING STATES PROGRAM ASSISTANCE 8113 WIRE 0 RUSSIA AND NEIGHBORING STATES PROGRAM ASSISTANCE 25486 WIRE 0 RUSSIA AND NEIGHBORING STATES PROGRAM ASSISTANCE 14227 WIRE 0 RUSSIA AND NEIGHBORING STATES PROGRAM ASSISTANCE 7000 WIRE 0 RUSSIA AND NEIGHBORING STATES PROGRAM ASSISTANCE 16964 WIRE 0 RUSSIA AND NEIGHBORING STATES PROGRAM ASSISTANCE 10022 WIRE 0 RUSSIA AND NEIGHBORING STATES PROGRAM ASSISTANCE 43000 WIRE 0 RUSSIA AND NEIGHBORING STATES PROGRAM ASSISTANCE 12964 WIRE 0 RUSSIA AND NEIGHBORING STATES PROGRAM ASSISTANCE 59721 WIRE 0 RUSSIA AND NEIGHBORING STATES PROGRAM ASSISTANCE 13480 WIRE 0 SOUTH AMERICA PROGRAM ASSISTANCE 101866 WIRE 0 SOUTH AMERICA PROGRAM ASSISTANCE 12000 WIRE 0 SOUTH AMERICA PROGRAM ASSISTANCE 123865 WIRE 0 SOUTH AMERICA PROGRAM ASSISTANCE 186848 WIRE 0 SOUTH AMERICA PROGRAM ASSISTANCE 5857 WIRE 0 SOUTH AMERICA PROGRAM ASSISTANCE 63466 WIRE 0 SOUTH AMERICA PROGRAM ASSISTANCE 64098 WIRE 0 SOUTH AMERICA PROGRAM ASSISTANCE 36900 WIRE 0 SOUTH ASIA PROGRAM ASSISTANCE 25276 WIRE 0 SOUTH ASIA PROGRAM ASSISTANCE 348991 WIRE 0 SOUTH ASIA PROGRAM ASSISTANCE 10850 WIRE 0 SOUTH ASIA PROGRAM ASSISTANCE 155070 WIRE 0 SOUTH ASIA PROGRAM ASSISTANCE 17500 WIRE 0 SOUTH ASIA PROGRAM ASSISTANCE 20000 WIRE 0 SUB-SAHARAN AFRICA PROGRAM ASSISTANCE 9300 WIRE 0 SUB-SAHARAN AFRICA PROGRAM ASSISTANCE 18280 WIRE 0 SUB-SAHARAN AFRICA PROGRAM ASSISTANCE 22000 WIRE 0 SUB-SAHARAN AFRICA PROGRAM ASSISTANCE 9212 WIRE 0 SUB-SAHARAN AFRICA PROGRAM ASSISTANCE 11250 WIRE 0 SUB-SAHARAN AFRICA PROGRAM ASSISTANCE 51445 WIRE 0 SUB-SAHARAN AFRICA PROGRAM ASSISTANCE 6000 WIRE 0 SUB-SAHARAN AFRICA PROGRAM ASSISTANCE 21955 WIRE 0 SUB-SAHARAN AFRICA PROGRAM ASSISTANCE 20164 WIRE 0 SUB-SAHARAN AFRICA PROGRAM ASSISTANCE 266363 WIRE 0 SUB-SAHARAN AFRICA PROGRAM ASSISTANCE 8962 WIRE 0 SUB-SAHARAN AFRICA PROGRAM ASSISTANCE 6106 WIRE 0 SUB-SAHARAN AFRICA PROGRAM ASSISTANCE 61600 WIRE 0 SUB-SAHARAN AFRICA PROGRAM ASSISTANCE 33699 WIRE 0 SUB-SAHARAN AFRICA PROGRAM ASSISTANCE 47184 WIRE 0 SUB-SAHARAN AFRICA PROGRAM ASSISTANCE 168220 WIRE 0 SUB-SAHARAN AFRICA PROGRAM ASSISTANCE 120360 WIRE 0 SUB-SAHARAN AFRICA PROGRAM ASSISTANCE 122208 WIRE 0 SUB-SAHARAN AFRICA PROGRAM ASSISTANCE 7850 WIRE 0 SUB-SAHARAN AFRICA PROGRAM ASSISTANCE 231058 WIRE 0 SUB-SAHARAN AFRICA PROGRAM ASSISTANCE 29365 WIRE 0 SUB-SAHARAN AFRICA PROGRAM ASSISTANCE 141911 WIRE 0 SUB-SAHARAN AFRICA PROGRAM ASSISTANCE 62692 WIRE 0 SUB-SAHARAN AFRICA PROGRAM ASSISTANCE 23641 WIRE 0 SUB-SAHARAN AFRICA PROGRAM ASSISTANCE 68165 WIRE 0 121 0 0 0 0 0 0 1 PART I, LINE 2: SPECIAL OLYMPICS GRANT MANAGERS ROUTINELY REVIEW AND MONITOR EXPENSE-TO-BUDGET REPORTS FROM GRANTEES DURING A GRANT PERIOD. SPECIAL OLYMPICS REQUIRES THAT ALL GRANTEES SUBMIT MONTHLY OR QUARTERLY FINANCIAL AND PROGRAMMATIC REPORTS SHOWING IN DETAIL THE GRANTEES' GRANT ACTIVITY. SPECIAL OLYMPICS MAY REQUIRE GRANTEES TO PERFORM AN AUDIT IF NECESSARY BASED ON THE SIZE OF THE AWARD AND TAKE CORRECTIVE ACTION, IF DIRECTED BY SPECIAL OLYMPICS. IF CITED BY THE AUDITOR, GRANTEES THAT ARE NOT SUBJECTED TO FINANCIAL AUDITS (FEDERAL GOVERNMENT OMB CIRCULAR A-133) ARE REQUIRED TO MAINTAIN AND PROVIDE SUPPORTING DOCUMENTATION IN THE FORM OF ORIGINAL RECEIPTS, COPIES OF ANY TIMESHEETS AND PAYROLL RECORDS, AUDITS OR COMPILATIONS AND ANY OTHER VITAL FORM OF DOCUMENTATION AS DETERMINED BY GRANT GUIDELINES. PART I, LINE 3: THE ORGANIZATION USES GAAP TO REPORT EXPENDITURES IN FOREIGN REGIONS. PART III ACCOUNTING METHOD: X X X X X X X 1 NNE MARKETING LLC 1666 MASSACHUSETTS AVE SUITE 14 LEXINGTON MA 02420 NNE PLANS, MANAGES AND CONDUCTS DIRECT MAIL CAMPAIGNS IN ALL 0 43612089 764232 42847857 BLUE STATE DIGITAL 41 FLATBUSH AVENUE 8TH FL NEW YORK NY 11217 ONLINE CONSULTANTS 0 5606347 330000 5276347 MDS COMMUNICATIONS CORP 545 W JUANITA AVENUE MESA OH 72120 TELEMARKETING 0 2973209 1577223 1395986 INTERACTIVE STRATEGIES 1133 CONNECTICUT AVENUE NW SUITE 60 WASHINGTON DC 20036 ONLINE CONSULTANTS 0 2784468 1011004 1773464 GIVEBRIDGE INC 525 W MONROE ST SUITE 900 CHICAGO IL 60661 CANVASSING 0 1617564 1179704 437860 ONE & ALL INC 2 N LAKE AVE 700 PASADENA CA 91101 ONLINE CONSULTANTS 0 1236520 560703 675817 INFOCISION MANAGEMENT CORP 325 SPRINGSIDE DRIVE AKRON OH 44333 TELEMARKETING 0 319878 204241 115637 SD&A TELESERVICES INC 5757 WEST CENTURY BLVD SUITE 300 LOS ANGELES CA 90045 TELEMARKETING 0 175720 77822 97898 INKIND DBA GOOD UNITED 796 MEETING STREET CHARLESTON SC 29403 ONLINE CONSULTANTS 0 123826 16838 106988 TELEFUND 186 LINCOLN STREET STE 100 BOSTON MA 02111 TELEMARKETING 0 54643 113732 -59089 58504264 5835499 52668765 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC SCHEDULE G, PART I, LINE 2B, LIST OF TEN HIGHEST PAID FUNDRAISERS: 1 AMERICAN INSTITUTES FOR RESEARCH C/O JP MORGAN CHASEPO BOX 28126 NEW YORK NY 10087 250965219 501(C) (3) 71687 0 PROGRAM ASSISTANCE GRASSROOT SOCCER INC P O BOX 712 NORWICH CT 05055 431957920 501(C) (3) 20993 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS ALABAMA 880 SOUTH COURT STREET MONTGOMERY AL 36104 999999999 501(C) (3) 132256 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS ALASKA 3200 MOUNTAIN VIEW DRIVE ANCHORAGE AK 99501 920057197 501(C) (3) 368461 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS ARIZONA 2100 S 75 TH AVE PHOENIX AZ 85043 860307564 501(C) (3) 1096426 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS ARKANSAS 2115 MAIN ST NORTH LITTLE ROCK AR 72114 710666671 501(C) (3) 515338 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS COLORADO 384 IVERNESS DRIVE ENGLEWOOD CO 80112 840713739 501(C) (3) 1196824 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS CONNECTICUT 2666- STATE STREET HAMDEN CT 06517 237099756 501(C) (3) 851422 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS DC 900 2ND STREET NE WASHINGTON DC 20002 237162877 501(C) (3) 379624 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS DELAWARE UNIVERSITY OF DELAWARE NEWARK DE 19716 520967608 501(C) (3) 294716 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS FLORIDA 1915 DON WICKHAM DRIVE CLERMONT FL 34711 237181560 501(C) (3) 1548479 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS GEORGIA 4000 DEKALB TECHNOLOGY PARKWAY ATLANTA GA 30340 237210676 501(C) (3) 499158 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS HAWAII PO BOX 3295 HONOLULU HI 96801 237173957 501(C) (3) 462100 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS IDAHO 199 E 52ND ST BOISE ID 83714 237185185 501(C) (3) 221767 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS ILLINOIS 605 EAST WILLOW STREET NORMAL IL 61761 362922811 501(C) (3) 1880700 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS INDIANA 6200 TECHNOLOGY CTR INDIANAPOLIS IN 46278 351262574 501(C) (3) 1019341 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS IOWA PO BOX 620 GRIMES IA 50111 510176029 501(C) (3) 641871 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS KANSAS 5280 FOXRIDGE DRIVE MISSION KS 66202 480890981 501(C) (3) 528235 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS KENTUCKY 105 LAKEVIEW COURT FRANKFORT KY 40601 610954571 501(C) (3) 481156 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS LOUISIANA 1000 EAST MORRIS AVENUE HAMMOND LA 70403 720706608 501(C) (3) 715231 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS MAINE 125 JOHN ROBERTS ROAD SOUTH PORTLAND ME 04106 010355822 501(C) (3) 337427 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS MARYLAND 3701 COMMERCE DRIVE BALTIMORE MD 21227 237089144 501(C) (3) 754227 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS MASSACHUSETTS 512 FOREST STREET MARLBOROUGH MA 01752 237242294 501(C) (3) 1034847 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS MICHIGAN 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PROGRAM ASSISTANCE SPECIAL OLYMPICS NEW MEXICO 6600 PALOMAS NE ALBUQUERQUE NM 87109 850268084 501(C) (3) 351454 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS NEW YORK 504 BALLTOWN ROAD SCHENECTADY NY 12304 237061382 501(C) (3) 1617167 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS NORTH CAROLINA 2200 GATEWAY CENTRE BLVD MORRISVILLE NC 27560 561149607 501(C) (3) 1384789 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS NORTH DAKOTA 2616 26TH STREET SOUTH GRAND FORKS ND 58201 450355704 501(C) (3) 138796 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS NORTHERN CALIFORNIA 3480 BUSKIRK AVENUE PLEASANT HILL CA 94523 680363121 501(C) (3) 1325476 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS OHIO 3303 WINCHESTER PIKE COLUMBUS OH 43232 510183468 501(C) (3) 1193620 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS OKLAHOMA 6835 SOUTH CANTON AVENUE TULSA OK 74136 237174120 501(C) (3) 426093 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS OREGON 5901 SW MACADAM AVENUE PORTLAND OR 97239 930752969 501(C) (3) 704900 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS PENNSYLVANIA 124 WASHINGTON SQUARE NORRISTOWN PA 19403 232078543 501(C) (3) 1667808 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS PUERTO RICO AVE ROOSEVELT 1510 SAN PATRICIO GUAYNABO RQ 660761797 501(C) (3) 241235 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS RHODE ISLAND 370 GEORGE WASHINGTON HIGHWAY SMITHFIELD RI 02917 050377867 501(C) (3) 335589 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS SOUTH CAROLINA 1276 ASSEMBLY STREET COLUMBIA SC 29201 570680248 501(C) (3) 899529 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS SOUTH DAKOTA 800 E- I 90 LANE SIOUX FALLS SD 57104 460359776 501(C) (3) 295147 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS SOUTHERN CALIFORNIA 1600 FORBES WAY LONG BEACH CA 90810 954538450 501(C) (3) 1626125 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS TENNESSEE 461 CRAIGHEAD ST NASHVILL TN 37204 237348136 501(C) (3) 633829 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS TEXAS 1804 RUTHERFORD LANE AUSTIN TX 78754 741998367 501(C) (3) 1480660 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS USA 7658 MUNICIPAL DRIVE ORLANDO FL 32819 520889518 501(C) (3) 2000000 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS UTAH 243 EAST 400 SOUTH SALT LAKE CITY UT 84111 870367185 501(C) (3) 357650 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS VERMONT 16 GREGORY DRIVE SO BURLINGTON VT 05403 237231535 501(C) (3) 240792 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS VIRGIN ISLANDS PO BOX 3712 KINGSHILL VI 00851 501(C) (3) 6992 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS VIRGINIA 3212 SKIPWITH ROAD RICHMOND VA 23294 541013637 501(C) (3) 1030497 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS WASHINGTON 1809 - 7TH AVENUE SEATTLE WA 98101 910962383 501(C) (3) 991585 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS WEST VIRGINA 1206 VIRGINIA STREET EAST SUITE 100 CHARLESTON WV 25301 550596975 501(C) (3) 189510 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS WISCONSIN 2310 CROSSROADS DR MADISON WI 53718 550596975 501(C) (3) 1056807 0 PROGRAM ASSISTANCE SPECIAL OLYMPICS WYOMING 232 E 2ND STREET CASPER WY 82601 391176591 501(C) (3) 190098 0 PROGRAM ASSISTANCE UNIVERSITY OF MASSACHUSETTS BOSTON 100 WILLIAM T MORRISSEY BLVD BOSTON MA 02125 043167352 501(C) (3) 679885 0 PROGRAM ASSISTANCE 58 0 PART I, LINE 2: MONTHLY AND/OR QUARTERLY DETAILED EXPENDITURE REPORTS AND SUPPORTING DOCUMENTATION OF FUNDS USED ARE PROVIDED TO SPECIAL OLYMPICS, INC BY THE ACCREDITED PROGRAMS ("PROGRAMS"). SPECIAL OLYMPICS PROCEDURES FOR MONITORING GRANTS INCLUDE (1) EACH GRANT RECIPIENT AND ITS KEY PERSONNEL ARE SCREENED AGAINST THE OFAC AND EU WATCH LISTS, (2) A GRANT AWARD IS GENERALLY FOR A 12 MONTH PERIOD AND REQUIRES A MINIMUM OF A 6-MONTH INTERIM REPORT AS WELL AS A FINAL REPORT, (3) SPECIAL OLYMPICS RESERVES THE RIGHTS TO AUDIT FINANCIAL REPORTS AT ANY TIME, (4)THE PROGRAMS ARE REQUIRED TO COMPLETE A BUDGET TEMPLATE INDICATING HOW GRANT FUNDS ARE SPENT, (5) EACH REPORT MUST BE REVIEWED AND ENDORSED BY THE REGIONAL MANAGING DIRECTOR BEFORE IT IS SENT TO SPECIAL OLYMPICS FOR REVIEW AND SUPPORT. X X X X X 0 0 0 0 0 0 0 0 0 MS ANGELA CICCOLO CLO/SECRETARY 281321 0 0 0 3564 0 22505 0 450 0 307840 0 0 0 MS MARY DAVIS CEO 483990 0 0 0 6858 0 25000 0 10153 0 526001 0 0 0 DR ALICIA BAZZANO CHIEF MEDICAL OFFICER 380754 0 0 0 810 0 7826 0 13065 0 402455 0 0 0 MR JAMES BARBEE CFO 192534 0 0 0 2844 0 0 0 34229 0 229607 0 0 0 MS KELLI SEELY CHIEF MARKETING & DEVELOPMENT OFFICE 317951 0 0 0 2322 0 25000 0 23471 0 368744 0 0 0 DR JOHN DOW CHIEF, REGIONAL & PROGRAM OPERATIONS 287118 0 0 0 4944 0 23019 0 1467 0 316548 0 0 0 MS PRIANKA NANDY CHIEF INFORMATION OFFICER 254233 0 0 0 540 0 6554 0 13401 0 274728 0 0 0 MS FREDA FUNG RPMD, SOEA 254311 0 0 0 0 0 0 0 0 0 254311 0 0 0 MR ANTHONY WYLIE RPMD, SONA 245515 0 0 0 1239 0 10129 0 19805 0 276688 0 0 0 X 2500 FMV OR ACTUAL DONOR COST X 2 31010 FMV OR ACTUAL DONOR COST X 5 4390633 FMV OR ACTUAL DONOR COST X SOFTWARE LICENSES 4 647059 FMV OR ACTUAL DONOR 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 TIMOTHY P SHRIVER, CHAIRMAN, AND BOBBY SHRIVER, DIRECTOR AND MARK SHRIVER, DIRECTOR HAVE A FAMILY RELATIONSHIP. CHAIRMAN, TIMOTHY SHRIVER AND DIRECTOR, ANGELO MORATTI INDIVIDUALLY OWN INTERESTS THAT TOGETHER CONTROL LOVIN SCOOPFUL, LLC, WHOSE PURPOSES ARE (1) TO MERCHANDISE ICE CREAM AND (2) TO USE ITS PROFITS TO SUPPORT CHARITIES (PARTICULARLY SPECIAL OLYMPICS). FORM 990, PART VI, SECTION B, LINE 11B THE SPECIAL OLYMPICS FEDERAL FORM 990 IS PREPARED BY AN EXTERNAL FIRM, RSM, AND REVIEWED INTERNALLY BY SENIOR MANAGEMENT. AFTER WHICH, IT IS SUBMITTED BY THE CHIEF FINANCIAL OFFICER AND CHIEF LEGAL OFFICER TO THE BOARD OF DIRECTORS' AUDIT AND RISK COMMITTEE FOR REVIEW AND APPROVAL. THE FINAL FEDERAL FORM 990 IS SENT TO EACH BOARD MEMBER BY EMAIL PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C SPECIAL OLYMPICS' CONFLICT OF INTEREST POLICY APPLIES TO ALL SPECIAL OLYMPICS DIRECTORS, OFFICERS, AND EMPLOYEES AND REQUIRES THE AVOIDANCE OF THE APPEARANCE OF A CONFLICT AS WELL AS ACTUAL CONFLICTS. SPECIAL OLYMPICS' CHIEF LEGAL OFFICER IS CHARGED WITH ENFORCING THE CONFLICT OF INTEREST POLICY. POTENTIAL OR ACTUAL CONFLICTS ARE DEALT WITH ACCORDING TO WHETHER THE CONFLICT INVOLVES A DIRECTOR OR CEO (IN WHICH CASE THE MATTER IS SUBMITTED TO THE BOARD OF DIRECTORS) OR INVOLVES ANOTHER OFFICER OR EMPLOYEE (IN WHICH CASE THE MATTER IS SUBMITTED TO THE CEO). VIOLATIONS MAY RESULT IN SANCTIONS UP TO TERMINATION. EACH SPRING, SPECIAL OLYMPICS ASKS EACH OFFICER, DIRECTOR, TRUSTEE, AND KEY EMPLOYEE TO COMPLETE AND SIGN A QUESTIONNAIRE THAT INCLUDES A COPY OF THE SPECIAL OLYMPICS CONFLICT OF INTEREST POLICY, AN ACKNOWLEDGMENT THAT THE RECIPIENT HAS READ THE POLICY, CONFIRMATION THAT THE RECIPIENT COMPLIED WITH THE POLICY DURING THE PRECEDING YEAR AND UP TO THE DATE OF COMPLETING THE QUESTIONNAIRE, A STATEMENT THAT THE RECIPIENT HAS NO CONFLICTS TO REPORT OR HAS REPORTED THEM ON THE QUESTIONNAIRE, AND AN UNDERTAKING TO PROMPTLY ADVISE THE CEO OF SPECIAL OLYMPICS UPON BECOMING AWARE OF ANY CONFLICT. NO SPECIAL OLYMPICS DIRECTOR, OFFICER, OR EMPLOYEE WHO HAS A CONFLICT OF INTEREST MAY VOTE OR OTHERWISE PARTICIPATE IN ANY FINAL DELIBERATION OR DECISION ON BEHALF OF SPECIAL OLYMPICS REGARDING ANY CONTRACT, TRANSACTION, OR OTHER MATTER IN WHICH THE DIRECTOR, OFFICER, OR EMPLOYEE HAS A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 SPECIAL OLYMPICS' BYLAWS PROVIDE THAT THE BOARD OF DIRECTORS COMPENSATION COMMITTEE SHALL, SUBJECT TO APPROVAL OF THE BOARD OF DIRECTORS, ANNUALLY REVIEW, SET, AND DOCUMENT THE REASONABLENESS OF THE TOTAL COMPENSATION (INCLUDING BENEFITS AND DEFERRED COMPENSATION) FOR THE CHAIR (IF COMPENSATED) AND THE CHIEF EXECUTIVE OFFICER AND REVIEW, APPROVE, AND DOCUMENT THE TOTAL COMPENSATION (INCLUDING BENEFITS AND DEFERRED COMPENSATION) FOR THE SENIOR EXECUTIVES WHO REPORT DIRECTLY TO THE CHIEF EXECUTIVE OFFICER. AT LEAST ONCE EVERY TWO YEARS, THE COMPENSATION COMMITTEE PRESENTS TO THE BOARD OF DIRECTORS A WRITTEN EVALUATION OF THE CHIEF EXECUTIVE OFFICER'S PERFORMANCE. NO MEMBER OF THE BOARD OF DIRECTORS WHO RECEIVES COMPENSATION FROM SPECIAL OLYMPICS SERVES ON THE COMPENSATION COMMITTEE. IN 2018 COMPENSATION OF THE BOARD CHAIR, CHIEF EXECUTIVE OFFICER, AND EACH POSITION REPORTING TO THE CHIEF EXECUTIVE OFFICER WAS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE BASED ON 2017 PERFORMANCE. POSITIONS REPORTING TO THE CHIEF EXECUTIVE OFFICER ARE: CHIEF LEGAL OFFICER, CHIEF FINANCIAL OFFICER, CHIEF INFORMATION & TECHNOLOGY OFFICER, CHIEF HEALTH OFFICER, CHIEF HUMAN RESOURCES OFFICER, CHIEF OF ORGANIZATIONAL EXCELLENCE, CHIEF MARKETING, DEVELOPMENT & COMMUNICATIONS OFFICER, CHIEF OF REGIONAL AND PROGRAM OPERATIONS, CHIEF OF SPORT AND COMPETITION AND SENIOR VICE PRESIDENT, GLOBAL YOUTH AND EDUCATION. SPECIAL OLYMPICS INTERNATIONAL'S COMPENSATION COMMITTEE USES A MARKET ANALYSIS OF THE COMPENSATION AND BENEFITS PACKAGES PROVIDED TO EXECUTIVES OF COMPARABLE ORGANIZATIONS. THIS REVIEW IS USED AS BENCHMARKING INFORMATION FOR DETERMINING THE MARKET VALUE OF POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 SPECIAL OLYMPICS MAKES ITS ARTICLES OF INCORPORATION, BYLAWS, GENERAL RULES, AND CONFLICT OF INTEREST POLICY DOCUMENTS AVAILABLE TO THE PUBLIC ON ITS WEBSITE AT WWW SPECIALOLYMPICS.ORG AND UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART VII SOI COMPENSATES THREE BOARD MEMBERS WHO ARE CURRENT/FORMER SPECIAL OLYMPICS ATHLETES. THE COMPENSATION IS NOT FOR THEIR SERVICE AS BOARD MEMBERS AS SOI DOES NOT COMPENSATE BOARD MEMBERS FOR THEIR SERVICES AS SUCH. THE COMPENSATION OF MS. LORETTA CLAIBORNE, MR. BEN HAACK, AND MR. NYASHA DERERA IS FOR THEIR SERVICES PROMOTING, SPEAKING, AND ENGAGING IN EVENTS OF SOI AS ATHLETES. THESE THREE MEMBERS RECEIVE A FORM 1099-MISC REPORTING THE COMPENSATION FOR THEIR SERVICES. FORM 990, PART XI, LINE 9: FOREIGN CURRENCY TRANSLATION -93,086. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. CHRISTMAS RECORDS TRUST 1133 19TH STREET NW WASHINGTON DC 20036 INVESTMENTS OF ROYALITY INCOME TO BENEFIT SPECIAL OLYMPICS MOVEMENT DC 9686777 62681615 SPECIAL OLYMPICS INC SPECIAL OLYMPICS MIDDLE EAST NORTH AFRICA (MENA) FZ LLC FZ LLC OFFICE 320 BUILDING 8 MEDIA CITY AE FUNDRAISING VEHICLE FOR SPECIAL OLYMPICS MENA AE SPECIAL OLYMPICS INC SPECIAL OLYMPICS ASIA PACIFIC (LTD) 354 TANGLIN RD TANGLIN INTL CENTR TANGLIN BLOCK SN 247672 FUNDRAISING VEHICLE AND REGIONAL OFFICE FOR SPECIAL OLYMPICS ASIA PACIFIC SN 1630863 3529274 SPECIAL OLYMPICS INC SO EUROPE EURASIA (SOEE) FOUNDATION MORRISON CHAMBERS 32 3RD FL DUBLIN EI FUNDRAISING VEHICLE FOR SPECIAL OLYMPICS EUROPE/EURASIA EI NGO SPECIAL OLYMPICS INC 1 SPECIAL OLYMPICS ENTERTAINMENT CORPORATION 1133 19TH ST NW WASHINGTON DC 20036 834376683 MANAGES PRODUCTION OF FILM PRESENTING SPECIAL OLYMPICS ATHLETES DE 501(C)(3) LINE 12A, I SPECIAL OLYMPICS INC 1 SPECIAL OLYMPICS COMMUNITY SERVICES LTD 354 TANGLIN ROAD 01-11/12 SINGAPORE SN 247672 TO RAISE FUND TO SUPPORT SPECIAL OLYMPICS PROGRAMS & ORGANISING COMMITTEES SN SOI C 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 SO EUROPE EURASIA (SOEE) FOUNDATION O 126728 GAAP