2019-11-12T11:53:52-06:00 2018-12-31 390758449 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990 2018-01-01 391176591 SPECIAL OLYMPICS WISCONSIN INC SPEC 6082221324 2310 CROSSROADS DRIVE NO 1000 MADISON WI 53718 KATHLEEN ROACH PRESIDENT/CEO 6082221324 2019-10-30 1 JEAN CHRISTENSEN P00368719 6082741980 2019-10-30 108.67.179.172 2019-10-30 09:05:26 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 B5AD917698A966612AE7A77B4536F2DC0D4C4089 2018 2020-01-14 16:20:31Z KATHLEEN ROACH 2310 CROSSROADS DRIVE NO 1000 MADISON WI 53718 5514578 0 X WWW.SPECIALOLYMPICSWISCONSIN.ORG X 1972 WI TO PROVIDE INDIVIDUALS WITH INTELLECTUAL DISABILITIES YEAR-ROUND SPORTS TRAINING & ATHLETIC COMPETITION. 27 27 47 8192 0 0 4780927 4907584 82033 84278 23468 51889 -326692 -321479 4559736 4722272 0 65948 0 0 2162233 2227917 122991 97091 861790 2268987 2382673 4554211 4773629 5525 -51357 4370358 4110533 411189 313808 3959169 3796725 X THE MISSION OF SPECIAL OLYMPICS WISCONSIN, INC. 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.USING SPORTS AS THE CATALYST, SPECIAL OLYMPICS WORKS TO END INACTIVITY, INJUSTICE AND INTOLERANCE, THUS LEADING TO A MORE RESPECTFUL AND INCLUSIVE SOCIETY FOR ALL. 0 0 1188147 65948 84278 GAMES & COMPETITION:SPECIAL OLYMPICS WISCONSIN (SOWI) PROVIDES FREE YEAR-ROUND TRAINING AND COMPETITIONS IN 18 OLYMPIC-STYLE SPORTS TO MORE THAN 10,000 ATHLETES, OF ANY AGE AND SKILL LEVEL, ACROSS THE STATE. ATHLETES HAVE OPPORTUNITIES TO COMPETE AT 700 LOCAL COMPETITIONS, REGIONAL TOURNAMENTS AND STATE-LEVEL GAMES WHERE THEY PUSH HARD AND PLAY HARDER. THEY STRIVE TO BEAT THEIR PERSONAL BESTS AND BUILD A POSITIVE SELF-IMAGE WHICH CARRIES OVER INTO THE HOME, CLASSROOM, WORKPLACE AND COMMUNITY.ATHLETES MAY ALSO PROGRESS TO ADVANCED COMPETITION AT THE NATIONAL AND WORLD LEVEL. REGARDLESS OF THE LEVEL OF COMPETITION, ATHLETES ARE CONTINUALLY ENCOURAGED TO CARRY OUT THE ATHLETE OATH: "LET ME WIN. BUT IF I CANNOT WIN, LET ME BE BRAVE IN THE ATTEMPT." 594163 0 0 PUBLIC EDUCATION:EVERY ATHLETE HAS A STORY. WITH OVER 10,000 ATHLETES IN THE SPECIAL OLYMPICS WISCONSIN PROGRAM, THERE ARE OVER 10,000 STORIES ABOUT COURAGE, TRIUMPH, PRIDE AND JOY. SOWI'S GOAL IS TO EMPOWER INDIVIDUALS WITH INTELLECTUAL DISABILITIES TO BECOME PHYSICALLY FIT, PRODUCTIVE AND RESPECTED MEMBERS OF SOCIETY USING SPORTS AS THE CATALYST; AND INCREASE THE PUBLICS AWARENESS OF THEIR CAPABILITIES AND NEEDS.BY ENGAGING INDIVIDUALS IN THE SPECIAL OLYMPICS EXPERIENCE THROUGH EARNED, OWNED AND PAID MEDIA, COMMUNITIES FOSTER A SUPPORTIVE ENVIRONMENT FOR ENABLING ATHLETES, EMPOWERING FAMILIES, ACTIVATING YOUTH, REVOLUTIONIZING SERVICES AND BUILDING EXEMPLARY COMMUNITIES OF CHANGE.IN ADDITION TO MEDIA OUTLETS, SOWI ENGAGES WITH SCHOOLS AND YOUTH LEADERS TO PROMOTE SOCIAL INCLUSION THROUGH DISABILITY AWARENESS AND UNIFIED SPORTS ACTIVITIES THROUGH PROJECT UNIFY. IN 2018, SOWI TEAMED WITH 67 SCHOOLS ACROSS THE STATE TO BUILD ACCEPTANCE, INSTILL CHANGE AND CREATE LEADERSHIP OPPORTUNITIES FOR STUDENTS WITH AND WITHOUT DISABILITIES.TO DELIVER THE MISSION TO MORE THAN 10,000 ATHLETES ACROSS THE STATE, AT NO COST TO THEM OR THEIR CAREGIVER, SPECIAL OLYMPICS WISCONSIN IS SUPPORTED ALMOST ENTIRELY THROUGH CORPORATE FUNDING AND INDIVIDUAL GIFTS. 628313 0 0 TRAINING:SPECIAL OLYMPICS WISCONSIN OFFERS A VARIETY OF TRAINING AND EDUCATION OPPORTUNITIES FOR ATHLETES, COACHES AND OFFICIALS.AT EACH OF THE STATE GAMES, ATHLETES RECEIVE FREE EDUCATION AND HEALTH CARE SCREENING THROUGH THE HEALTHY ATHLETES PROGRAM, ENSURING OPTIMAL HEALTH AND PERFORMANCE DURING COMPETITION. HEALTH DISCIPLINES INCLUDE ORAL, VISION, AUDIOLOGY, PODIATRY, STRENGTH AND FLEXIBILITY, NUTRITION AND HEALTHY HABITS, AS WELL AS GENERAL HEALTH. SOWI HELD 15 CLINICS, STAFFED BY 122 VOLUNTEER LICENSED HEALTH PROFESSIONALS AND PROVIDED 1,903 FREE HEALTH SCREENINGS TO ATHLETES.FEW PEOPLE IMPACT OUR ATHLETES' SUCCESS MORE THAN OUR COACHES. FROM OVERSEEING SPORTS SKILLS AND PRACTICES TO TEACHING ABOUT SPORTSMANSHIP, COURAGE AND PERSONAL GROWTH; THEY SERVE AN IMPORTANT ROLE IN OUR ATHLETES' LIVES. TO ENSURE THEY HAVE THE TOOLS NEEDED TO SUCCEED, SOWI HOSTS ANNUAL TRAINING FORUMS ON CURRENT PRACTICES FOR EACH SPORT PER THE NATIONAL GOVERNING BODY (NGB). EACH YEAR, VOLUNTEER COACHES AND OFFICIALS ARE CERTIFIED TO DELIVER AUTHENTIC, COMPETITIVE SPORTING EVENTS, MIRRORING AN ATHLETE'S EXPERIENCE OF OTHER REPUTABLE SPORTS ORGANIZATIONS. SOWI ATHLETES MAY ALSO BECOME COACHES AND PURSUE OTHER LEADERSHIP AND TRAINING OPPORTUNITIES. IN ADDITION TO COACHES, DAY-OF EVENT VOLUNTEERS ARE ALSO TRAINED TO ENSURE ATHLETES EXPERIENCE A SAFE, POSITIVE EVENT. IN 2018, 3,177 DEDICATED COACHES AND 2,315 DEVOTED VOLUNTEERS SUPPORTED OUR ATHLETES. 644535 AGENCY:EXPENSE RELATED TO THE OPERATIONS OF LOCAL AGENCIES. 442056 0 0 OUTREACH:BY ENGAGING INDIVIDUALS IN THE SPECIAL OLYMPICS EXPERIENCE, COMMUNITIES FOSTER A SUPPORTIVE ENVIRONMENT FOR ENABLING ATHLETES, EMPOWERING FAMILIES, ACTIVATING YOUTH, REVOLUTIONIZING SERVICES AND BUILDING EXEMPLARY COMMUNITIES OF CHANGE.ANNUAL PROGRAMMING EFFORTS INCLUDE UNIFIED SPORTS, WHICH COMBINES ATHLETES WITH AND WITHOUT INTELLECTUAL DISABILITIES TO FORM TEAMS FOR TRAINING AND COMPETITION; YOUNG ATHLETES, WHERE ALL CHILDREN AGE TWO TO SEVEN LEARN SPORTS SKILLS; CAMP SHRIVER, OFFERS HUNDREDS OF CHILDREN WITH AND WITHOUT DISABILITIES TO ENJOY A CAMP EXPERIENCE; AND ATHLETE LEADERSHIP PROGRAM, WHERE ATHLETES ARE TRAINED FOR LEADERSHIP POSITIONS IN SPECIAL OLYMPICS WISCONSIN AND THEIR COMMUNITIES. 1086591 0 0 3497214 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 1 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 72 0 47 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 WI X X ROBIN VAN FLEET BERGAN 6082221324 2310 CROSSROAD DRIVE SUITE 1000 MADISON WI 53718 STACEY ALEXEJUN BOARD MEMBER 1.00 X 0 0 0 MIKE BUCK BOARD MEMBER 1.00 X 0 0 0 JAKE CASPER BOARD MEMBER 1.00 X 0 0 0 MIKE CARR BOARD MEMBER 1.00 X 0 0 0 JUDGE PHIL CHAVEZ BOARD MEMBER 1.00 X 0 0 0 DR MICHAEL CLARK BOARD MEMBER 1.00 X 0 0 0 TERESA CLARK BOARD MEMBER 1.00 X 0 0 0 DR BEVERLY DEGROOT BOARD MEMBER 1.00 X 0 0 0 MARTHA HILL BOARD MEMBER 1.00 X 0 0 0 STEPHANIE IMHOFF BOARD MEMBER 1.00 X 0 0 0 RONALD IRWIN BOARD MEMBER 1.00 X 0 0 0 BILL JONES BOARD MEMBER 1.00 X 0 0 0 DAVID KRIETE BOARD MEMBER 1.00 X 0 0 0 ISRAEL LOPEZ BOARD MEMBER 1.00 X 0 0 0 JEFFREY MAHLOCH BOARD MEMBER 1.00 X 0 0 0 MARTA NEWHART BOARD MEMBER 1.00 X 0 0 0 SHERIFF KURT PICKNELL BOARD MEMBER 1.00 X 0 0 0 BRAD SCHIMEL BOARD MEMBER 1.00 X 0 0 0 TOM SHAFRANSKI BOARD MEMBER 1.00 X 0 0 0 CHIEF RONALD TISCHER BOARD MEMBER 1.00 X 0 0 0 JERRY VITE BOARD MEMBER 1.00 X 0 0 0 GEORGE WHITELY BOARD MEMBER 1.00 X 0 0 0 CHIMENG YANG BOARD MEMBER 1.00 X 0 0 0 JOHN CAYER BOARD CHAIR 1.00 X X 0 0 0 VINCE VITRANO BOARD CHAIR-ELECT 1.00 X X 0 0 0 MARC CADIEUX BOARD TREASURER 1.00 X X 0 0 0 MICHAEL GRUBICH BOARD SECRETARY 1.00 X X 0 0 0 KATHLEEN ROACH PRESIDENT/CEO 40.00 X 156545 0 12990 ROBIN VAN FLEET BERGAN DIRECTOR OF ACCOUNTING 40.00 X 84310 0 1653 240855 0 14643 1 0 1 0 INFORMATION TECHNOLOGY PROFESSIONALS IN 345 W WASHINGTON AVE SUITE 403 MADISON WI 53703 TECHNOLOGY SERVICES 119764 1 2179018 164879 2563687 43629 4907584 REGISTRATION FEES 711300 84278 84278 84278 36125 36125 10175 10175 30551 0 30551 30551 30551 148203 132439 15764 15764 15764 147115 2179018 607677 -460562 -460562 34889 0 34889 34889 114180 52190 61990 61990 1478 1478 1478 4722272 84278 0 -269590 59523 59523 6425 6425 255498 157994 34548 62956 1660358 1026729 224510 409119 37050 22911 5010 9129 130363 80614 17627 32122 144648 89447 19559 35642 9507 9507 10000 10000 6667 6667 97091 97091 9798 9798 241020 175336 3298 62386 58279 58279 295503 277478 18025 448309 421529 26780 151772 143513 8259 62345 62345 1967 1161 156 650 56073 23833 32240 COMPETITION AND TRAININ 580158 580158 FUNDRAISING EDUCATION 206218 53367 156 152695 RECOGNITION AND AWARDS 99580 96532 3048 NATIONAL FEE ASSESSMENT 97310 97310 48167 46556 1611 4773629 3497214 414625 861790 X 831874 687963 1690282 1678010 248953 221064 83909 74786 204871 190816 16022 14055 1499318 1434655 4370358 4110533 221541 196471 112200 72318 77448 45019 411189 313808 X 3791857 3710324 145117 64206 22195 22195 3959169 3796725 4370358 4110533 -51357 -111087 0 X 0 1 X 1 0 X 4999850 4978644 5245004 4780927 4907584 24912009 4999850 4978644 5245004 4780927 4907584 24912009 368429 24543580 107410 61815 48868 40008 46300 304401 25216410 1588913 0.97330 0.97200 X 0 0 0 0 0 0 1 6667 0 0 6667 0 PART II-B, LINE 1: PAYMENTS TO A LOBBYIST WORKING DIRECTLY WITH THE STATE OF WISCONSIN GOVERNMENT TO SECURE MORE FUNDING. 22195 22195 22195 22195 22195 22195 22195 22195 22195 22195 0.00000 1.00000 0.00000 1 0 204871 190816 14055 14055 OTHER LIABILITIES 45019 45019 X 7412210 -111087 2203146 2092059 5320151 9798 -607677 -597879 4722272 7574654 2203146 607677 2810823 4763831 9798 9798 4773629 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUND IS INTENDED TO EARN REVENUE TO SUPPORT THE ACTIVITIES OF THE ORGANIZATION. PART X, LINE 2: SPECIAL OLYMPICS WISCONSIN, INC. IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. SPECIAL OLYMPICS WISCONSIN, INC. HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES -607,677. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 607,677. X X X X X X X 1 THE HERITAGE COMPANY 2402 WILDWOOD AVENUE NORTH LITTLE ROCK AR 72120 TELEMARKETING 1 202034 105245 96789 202034 105245 96789 WI POLAR PLUNGE 1650501 1600137 50364 1894 100098 333148 TORCH RUN 386194 310692 75502 3214 2442 101167 5 285273 264023 21250 1054 22955 37896 2321968 2174852 147116 6162 125495 472211 603868 -456752 34889 0 34889 34889 WI 1 0 1 0 0.00000 1.00000 ANN CERNE 2310 CROSSROADS DRIVE STE 1000 MADISON WI 53718 0 ANN CERNE 0 FILING OF STATE PAPERWORK FOR RAFFLE ACTIVITIES, CONDUCTING RAFFLE X 0 SCHEDULE G, PART I, LINE 2B, COLUMN (V) PAYMENTS TO THE HERITAGE COMPANY ARE FOR SOLICITATION OF CONTRIBUTIONS FROM DONORS VIA TELEMARKETING. 1 MADISON METROPOLITAN SCHOOL DISTRICT MADISON SCHOOL COMMUNITY RECREATION 3802 REGENT STREET MADISON WI 53705 396003202 CITY OF MADISON 25000 UCS ACTIVITIES CITY OF LA CROSSE PARKS & RECREATION 400 LA CROSSE STREET LA CROSSE WI 54601 396005490 CITY OF LA CROSSE 20735 UCS ACTIVITIES 2 0 INDIVIDUAL ASSISTANCE INCLUDING STIPENDS 15 6425 PART I, LINE 2: GRANTS GIVEN TO AGENCY ARE BASED ON REQUESTS. AGENCY REQUESTS ARE REVIEWED AND APPROVED BY COMMITTEE. UCS GRANTS FOR SCHOOLS AND TEACHERS ARE REQUESTED AND APPROVED BASED ON REQUESTS BY THE UCS DIRECTOR. X X 0 0 0 0 0 0 0 0 0 KATHLEEN ROACH PRESIDENT/CEO 156545 0 0 0 0 0 4055 0 8935 0 169535 0 0 0 X GOODS AND FOOD FOR EVENTS 155 43629 COST OF DONATED PROP 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION REPORTS THE ACTUAL NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE DUTY OF ALL BOARD MEMBERS AND STAFF TO BE AWARE OF THE CONFLICT OF INTEREST POLICY, AND TO IDENTIFY CONFLICTS OF INTEREST AND SITUATIONS THAT MAY RESULT IN THE APPEARANCE OF A CONFLICT AND TO DISCLOSE THOSE SITUATIONS/CONFLICTS/OR POTENTIAL CONFLICTS TO THE APPROPRIATE PERSON. ANY INDIVIDUAL WITH AN ACTUAL OR PERCEIVED CONFLICT OF INTEREST IS RECUSED FROM DISCUSSION AND VOTING RELATED TO THE TOPIC WITH WHICH THEY HAVE A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 SALARIES FOR EACH JOB TITLE ARE COMMENSURATE WITH THE NATURE OF THE POSITION. THE ORGANIZATION TAKES INTO CONSIDERATION THE DIVERSITY AND COMPLEXITY OF DUTIES, THE AMOUNT OF RESPONSIBILITY AND JUDGMENT EXCERCISED, LOCATIONS OF POSITION WITHIN THE ORGANIZATIONAL CHART AND QUALIFICATIONS REQUIRED. EACH EMPLOYEE'S SALARY IS REVIEWED ANNUALLY BY THE PRESIDENT. THE BOARD OF DIRECTORS APPROVE THE PRESIDENT'S COMPENSATION. THESE REVIEWS TAKE INTO ACCOUNT THE EMPLOYEE'S PERFORMANCE, COMMUNITY CONDITIONS, COMPARISON BETWEEN SIMILAR TYPES OF POSITIONS, NATIONAL TRENDS AND THE FINANCIAL POSITION OF SPECIAL OLYMPICS WISCONSIN. A COMPLETE MARKET SURVEY PRICING OF ALL JOBS OCCURED IN 2014. THE SURVEY WAS PERFORMED BY A THIRD PARTY. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.