SPECIAL OLYMPICS WISCONSIN INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SPECIAL OLYMPICS WISCONSIN INC (EIN 39-1176591)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-09-11
- IRS object ID
- 201702549349300530
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-11T11:01:06-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wipfli LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 8700 | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537088700 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391176591 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Special Olympics Wisconsin Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPEC | BusinessNameControlTxt |
| Phone | 6082221324 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2310 Crossroads Drive No 1000 | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53718 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN ROACH | PersonNm |
| Person Title | President/CEO | PersonTitleTxt |
| Phone | 6082221324 | PhoneNum |
| Signature | 2017-08-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jean Christensen | PreparerPersonNm |
| PTIN | P00368719 | PTIN |
| Phone | 6082741980 | PhoneNum |
| Preparation | 2017-08-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.54.158.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-25 | IPDt |
| IP Tm | 09:57:38 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C15F953D2FC2D15D07C5931C0B7FB20A6CFE8AB3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Kathleen Roach | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2310 Crossroads Drive No 1000 | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,797,865 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.specialolympicswisconsin.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE individuals with intellectual disabilities year-round sports training & athletic competition. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 44 | TotalEmployeeCnt |
| Total Volunteers | 9043 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,978,644 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,245,004 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $34,866 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $28,468 | CYProgramServiceRevenueAmt |
| PY Investment Income | $135,080 | PYInvestmentIncomeAmt |
| CY Investment Income | $82,044 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$483,914 | PYOtherRevenueAmt |
| CY Other Revenue | -$535,180 | CYOtherRevenueAmt |
| PY Total Revenue | $4,664,676 | PYTotalRevenueAmt |
| CY Total Revenue | $4,820,336 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $23,672 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,072,430 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,104,598 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $128,734 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $144,722 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $684,242 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,266,158 | PYOtherExpensesAmt |
| CY Other Expenses | $2,199,135 | CYOtherExpensesAmt |
| PY Total Expenses | $4,490,994 | PYTotalExpensesAmt |
| CY Total Expenses | $4,448,455 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $173,682 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $371,881 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,550,990 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,011,767 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $122,604 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $188,987 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,428,386 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,822,780 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,176,429 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $28,468 | RevenueAmt |
| Desc | Games & Competition: Special Olympics Wisconsin (SOWI) provides free year-round training and competitions in 18 Olympic-style sports to 10,058 athletes, of any age and skill level, across the state. Athletes have opportunities to compete at 702 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 train for, and are eligible to progress to, advanced competition at the national and world level. In 2016, Wisconsin athletes trained for joining Special Olympics Team USA to represent our nation at the 2017 World Winter Games.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." | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $663,559 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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 public's 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 Unified Champion Schools Project. In 2016, SOWI teamed with 48 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 entirely through corporate funding and individual giving and foundation gifts. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $684,917 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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 screenings 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 14 clinics, staffed by 119 volunteer licensed health professionals and provided 1,382 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 2016, 2,613 dedicated coaches and 9,043 devoted volunteers supported our athletes. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $660,385 | $0 | $0 | Agency:Expense related to the operations of local agencies. |
| $208,922 | $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; and Athlete Leadership Program, where athletes are trained for leadership positions in Special Olympics Wisconsin and their communities. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $869,307 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,394,212 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 76 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 44 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mary Beaty | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6082221324 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2310 Crossroad Drive Suite 1000 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53718 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| Paul Baniel | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mike Buck | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Judge Phil Chavez | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Michael Clark | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Teresa Clark | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Beverly DeGroot | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Michael Grubich | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Martha Hill | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ronald Irwin | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Bill Jones | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Gary Karner | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Israel Lopez | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Marta Newhart | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Brittany Ogden | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Sheriff Kurt Picknell | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Chief Ronald Tischer | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jerry Vite | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ed Wall | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| George Whitely | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jeffrey Mahloch | ||||||
| Board Chair | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| John Cayer | ||||||
| Board Chair-Elect | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Angela Achenbach | ||||||
| Board Treasurer (Thru September) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Marc Cadieux | ||||||
| Board Treasurer (Beg October) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Vince Vitrano | ||||||
| Board Secretary | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Dennis Alldridge | ||||||
| President/CEO (THRU JULY) | 40.00 | $74,074 | $0 | $2,191 | Yes (X) | |
| KATHLEEN ROACH | ||||||
| President/CEO (Beg April) | 40.00 | $83,777 | $0 | $2,278 | Yes (X) | |
| CAROL ELLIS | ||||||
| CHIEF OPERATING OFFICER (THRU OCT) | 40.00 | $110,697 | $0 | $1,936 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $268,548 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,405 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| The Heritage Company | |||||
| 2402 wildwood avenue | North Little Rock | AR | 72120 | professional fundraising | $144,722 |
| Information Technology Professionals | |||||
| 345 W Washington Avenue 403 | Madison | WI | 53703 | Technology Consulting | $125,539 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $20,305 | FederatedCampaignsAmt |
| Fundraising | $2,574,448 | FundraisingAmt |
| Government Grants | $163,817 | GovernmentGrantsAmt |
| All Other Contributions | $2,486,434 | AllOtherContributionsAmt |
| Noncash Contributions | $92,395 | NoncashContributionsAmt |
| Total Contributions | $5,245,004 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | registration fees | Desc |
| Business | 711300 | BusinessCd |
| Total Revenue Column | $28,468 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,468 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $28,468 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,079 | TotalRevenueColumnAmt |
| Exclusion | $28,079 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,789 | TotalRevenueColumnAmt |
| Exclusion | $20,789 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $207,393 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $153,428 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $53,965 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,965 | TotalRevenueColumnAmt |
| Exclusion | $53,965 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $191,730 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,574,448 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $746,269 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$554,539 | TotalRevenueColumnAmt |
| Exclusion | -$554,539 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $14,769 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $1,051 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,718 | TotalRevenueColumnAmt |
| Exclusion | $13,718 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $61,587 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $76,781 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$15,194 | TotalRevenueColumnAmt |
| Exclusion | -$15,194 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46 | TotalRevenueColumnAmt |
| Exclusion | $46 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $46 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,820,336 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,468 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$453,136 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,952 | TotalAmt |
| Program Services | $179,315 | ProgramServicesAmt |
| Management And General | $29,765 | ManagementAndGeneralAmt |
| Fundraising | $65,872 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,461,754 | TotalAmt |
| Program Services | $953,308 | ProgramServicesAmt |
| Management And General | $158,242 | ManagementAndGeneralAmt |
| Fundraising | $350,204 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,010 | TotalAmt |
| Program Services | $17,615 | ProgramServicesAmt |
| Management And General | $2,924 | ManagementAndGeneralAmt |
| Fundraising | $6,471 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,314 | TotalAmt |
| Program Services | $131,943 | ProgramServicesAmt |
| Management And General | $21,901 | ManagementAndGeneralAmt |
| Fundraising | $48,470 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,568 | TotalAmt |
| Program Services | $90,369 | ProgramServicesAmt |
| Management And General | $15,001 | ManagementAndGeneralAmt |
| Fundraising | $33,198 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,431 | TotalAmt |
| Program Services | $5,431 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,200 | TotalAmt |
| Management And General | $11,200 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,722 | TotalAmt |
| Fundraising | $144,722 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,595 | TotalAmt |
| Management And General | $8,595 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,836 | TotalAmt |
| Program Services | $189,961 | ProgramServicesAmt |
| Management And General | $9,875 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,884 | TotalAmt |
| Program Services | $112,067 | ProgramServicesAmt |
| Management And General | $1,817 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,980 | TotalAmt |
| Program Services | $257,391 | ProgramServicesAmt |
| Management And General | $39,589 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428,699 | TotalAmt |
| Program Services | $401,906 | ProgramServicesAmt |
| Management And General | $26,793 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,357 | TotalAmt |
| Program Services | $97,838 | ProgramServicesAmt |
| Management And General | $16,519 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,629 | TotalAmt |
| Program Services | $11,629 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,513 | TotalAmt |
| Program Services | $6,073 | ProgramServicesAmt |
| Management And General | $789 | ManagementAndGeneralAmt |
| Fundraising | $2,651 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,282 | TotalAmt |
| Program Services | $39,107 | ProgramServicesAmt |
| Management And General | $23,175 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| Competition and trainin | $549,612 | $549,612 | ||
| Fundraising Education | $117,034 | $84,380 | $32,654 | |
| Recognition and Awards | $103,395 | $100,251 | $3,144 | |
| National Fee Assessment | $73,581 | $73,581 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,107 | TotalAmt |
| Program Services | $92,435 | ProgramServicesAmt |
| Management And General | $672 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,448,455 | TotalAmt |
| Program Services | $3,394,212 | ProgramServicesAmt |
| Management And General | $370,001 | ManagementAndGeneralAmt |
| Fundraising | $684,242 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,759,438 | BOYAmt |
| EOY | $2,191,605 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $549,355 | BOYAmt |
| EOY | $591,884 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,774 | BOYAmt |
| EOY | $142,007 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,525 | BOYAmt |
| EOY | $51,532 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $195,899 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $183,501 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,442 | BOYAmt |
| EOY | $12,398 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,033,456 | BOYAmt |
| EOY | $1,022,341 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,550,990 | BOYAmt |
| EOY | $4,011,767 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,323 | BOYAmt |
| EOY | $176,757 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,716 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,565 | BOYAmt |
| EOY | $12,230 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,604 | BOYAmt |
| EOY | $188,987 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,177,160 | BOYAmt |
| EOY | $3,580,475 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,031 | BOYAmt |
| EOY | $220,110 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,195 | BOYAmt |
| EOY | $22,195 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,428,386 | BOYAmt |
| EOY | $3,822,780 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,550,990 | BOYAmt |
| EOY | $4,011,767 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $371,881 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $22,513 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,950,165 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,360,379 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,999,850 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,978,644 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,245,004 | CurrentTaxYearAmt |
| Total | $25,534,042 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,950,165 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,360,379 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,999,850 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,978,644 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,245,004 | CurrentTaxYearAmt |
| Total | $25,534,042 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $168,165 | SubstantialContributorsTotAmt |
| Public Support Total170 | $25,365,877 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $151,014 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $126,511 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $107,410 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,815 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,868 | CurrentTaxYearAmt |
| Total | $495,618 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $26,029,660 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,456,095 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97450 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97520 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,195 | BeginningYearBalanceAmt |
| End Year Balance | $22,195 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,195 | BeginningYearBalanceAmt |
| End Year Balance | $22,195 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,195 | BeginningYearBalanceAmt |
| End Year Balance | $22,195 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,495 | BeginningYearBalanceAmt |
| Contributions | $700 | ContributionsAmt |
| End Year Balance | $22,195 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,295 | BeginningYearBalanceAmt |
| Contributions | $1,200 | ContributionsAmt |
| End Year Balance | $21,495 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $195,899 | OtherCostOrOtherBasisAmt |
| Depreciation | $183,501 | DepreciationAmt |
| Book Value | $12,398 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,398 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other liabilities | Desc |
| Amt | $12,230 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,230 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,437,449 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $22,513 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,855,875 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$8,595 | OtherRevenueAmt |
| Revenue Not Reported | $1,869,793 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,567,656 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$747,320 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$747,320 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,820,336 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,043,055 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,855,875 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $747,320 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,603,195 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,439,860 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $8,595 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $8,595 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,448,455 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2d - Other Adjustments: | Investment Fees -8,595. |
| Part XI, Line 4b - Other Adjustments: | Direct Fundraising Expenses -747,320. |
| Part XII, Line 2d - Other Adjustments: | direct fundraising expenses 747,320. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Heritage Company | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2402 Wildwood Avenue | AddressLine1Txt |
| City | North Little Rock | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | telemarketing | ActivityTxt |
| Fundraiser Control Of Funds | Yes (1) | FundraiserControlOfFundsInd |
| Gross Receipts | $270,563 | GrossReceiptsAmt |
| Retained By Contractor | $144,722 | RetainedByContractorAmt |
| Net To Organization | $125,841 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $270,563 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $144,722 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $125,841 | TotalNetToOrganizationAmt |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Polar Plunge | Event1Nm |
| Gross Receipts Event1 | $1,925,666 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,847,679 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $77,987 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $16,901 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $465,916 | OtherDirectExpensesEvent1Amt |
| Event2 | Torch Run | Event2Nm |
| Gross Receipts Event2 | $417,168 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $340,559 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $76,609 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $360 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $126,962 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $420,636 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $383,502 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $37,134 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $37,839 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $95,028 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,763,470 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,571,740 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $191,730 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $55,100 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $687,906 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $743,006 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$551,276 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule G, Part I, Line 2b, Column (v) | FormAndLineReferenceDesc |
| Explanation | Payments to The Heritage Company are for solicitation of contributions from donors via telemarketing. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Goods and Food for events | Desc |
| Contribution | 249 | ContributionCnt |
| Noncash Contributions Rpt F990 | $92,395 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost of donated prop | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |