2016-05-11T16:18:45-05:00 2015-12-31 431594752 MUELLER PROST LC 7733 FORSYTH BLVD SUITE 1200 ST LOUIS MO 63105 990 2015-01-01 201295769 SOMO ENDOWMENT FUND INC SOMO 5736351660 1001 DIAMOND RIDGE NO 800 JEFFERSON CITY MO 65109 MARK MUSSO PRESIDENT / CEO 5736351660 2016-05-11 1 KARYN A NUNN P00958489 3148622070 2016-05-11 2015 2016-09-27 15:27:22Z MARK MUSSO 1001 DIAMOND RIDGE NO 800 JEFFERSON CITY MO 65109 1351821 0 X WWW.SOMOGIFT.ORG X 2005 MO SOMO ENDOWMENT FUND, INC. (THE FOUNDATION) WAS FORMED BY SPECIAL OLYMPICS MISSOURI, INC. TO ACT EXCLUSIVELY AS A SUPPORTING ORGANIZATION TO SPECIAL OLYMPICS MISSOURI, INC. 7 7 0 0 0 0 1208092 1338405 0 0 11230 13416 0 0 1219322 1351821 352903 428840 0 0 0 0 120460 60540 125822 44938 69743 518301 559123 701021 792698 2622091 3416449 0 0 2622091 3416449 X SOMO ENDOWMENT FUND, INC. (THE FOUNDATION) WAS FORMED BY SPECIAL OLYMPICS MISSOURI, INC. TO ACT EXCLUSIVELY AS A SUPPORTING ORGANIZATION TO SPECIAL OLYMPICS MISSOURI, INC. 0 0 428840 428840 THE FUNCTION OF THE FOUNDATION IS TO RAISE FUNDS ON BEHALF OF SPECIAL OLYMPICS MISSOURI, INC., IN ORDER TO ALLOW THEM TO MEET THEIR SHORT TERM GOALS OF PROVIDING SPORTS TRAINING AND ATHLETIC COMPETITION SERVICES TO ITS ATHLETES LOCATED THROUGHOUT THE STATE AND THEIR LONG TERM GOALS OF ESTABLISHING A VIABLE FOUNDATION TO PROVIDE SUPPORT TO SOMO AND ITS ATHLETES IN THE YEARS TO COME. TO THIS END, SOMO WILL SUBSTANTIALLY INCREASE ITS CAPACITY TO SERVE INDIVIDUALS THROUGH A STATE-OF-THE-ART TRAINING FOR LIFE CAMPUS. THIS WORLD-CLASS, 44,000 SQUARE-FOOT FACILITY WILL BE BUILT ON 16.5 ACRES IN JEFFERSON CITY, MO, CENTRALLY LOCATED FOR THE 15,000 SOMO ATHLETES AND THE 108,824 WHO ARE NOT YET PARTICIPATING IN THE PROGRAM. AS OF DECEMBER 31, 2015, SEF IS 3.6 MILLION AWAY FROM THEIR GOAL, HAVING ALREADY RAISED OVER TWELVE MILLION FOR THE TRAINING FOR LIFE CAMPUS. SOMO IS OFFERING MDFB CREDITS (MINIMUM $10,000 DONATION) AND NAP CREDITS (MINIMUM $2,500 DONATION), TO INDIVIDUALS MEETING THE CREDIT CRITERIA. ALMOST $1.6 MILLION MDFB CREDITS REMAIN ($800,000 VALUE) AND $588,000 NAP CREDITS REMAIN ($294,000 VALUE). IN ADDITION, SOMO WAS AWARDED A CHALLENGE GRANT BY THE MABEE FOUNDATION, IF ALL FUNDS ARE RAISED BY APRIL 15, 2016. CURRENTLY, SOMO HAS RECEIVED AN EXTENSION TO MAY 27, 2016. FOR MORE INFORMATION, PLEASE VISIT WWW.SOMOCAMPUS.ORG. 428840 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X MARK MUSSO 5736351660 1001 DIAMOND RIDGE SUITE 800 JEFFERSON CITY MO 65109 DON SPEARS CHAIR 2.00 1.00 X X 0 0 0 TIM COX VICE-CHAIR 1.00 X X 0 0 0 RALPH BIELE SECRETARY/TREASURER 1.00 X X 0 0 0 LARRY ELROD BOARD MEMBER 1.00 X 0 0 0 RANDY REDDICK BOARD MEMBER 1.00 0.80 X 0 0 0 DAVE PUDLOWSKI BOARD MEMBER 1.00 0.50 X 0 0 0 GARY WILBERS BOARD MEMBER 12.50 0.80 X 0 0 0 MARK MUSSO PRESIDENT / CEO 5.00 40.00 X 0 177440 18373 0 177440 18373 0 0 1 0 0 1338405 1338405 13416 13416 1351821 0 0 13416 428840 428840 4461 4461 60540 60540 20979 20979 20194 20194 MISCELLANEOUS EXPENSES 21972 21972 AWARDS 1907 1907 MEMBERSHIP DUES 230 230 559123 428840 4461 125822 648352 472244 207913 113450 971152 1305392 6500 6500 6500 757361 1489927 30813 28936 2622091 3416449 0 0 X 504130 482451 2117961 2933998 2622091 3416449 2622091 3416449 792698 1660 0 X X 0 1 X 1 0 X X 1 SPECIAL OLYMPICS MISSOURIINC 237328374 7 1 428840 0 1 428840 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6500 6500 6500 X PART X, LINE 2: THE FOUNDATION IS A QUALIFIED NOT-FOR-PROFIT ORGANIZATION UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION FOLLOWS FASB ACCOUNTING STANDARDS CODIFICATION 740-10, INCOME TAXES - OVERALL. THE ORGANIZATION HAS ASSESSED THEIR FEDERAL AND STATE TAX POSITIONS AND DETERMINED THAT THERE WERE NO UNRELATED BUSINESS INCOME TAXES AND NO UNCERTAINTIES OR POSSIBLE RELATED EFFECTS THAT NEED TO BE RECORDED AS OF OR FOR THE YEARS ENDED DECEMBER 31, 2015 AND 2014. THE RETURNS OF THE ORGANIZATION FOR 2015, 2014, 2013, AND 2012 ARE SUBJECT TO EXAMINATION BY THE RESPECTIVE TAXING AUTHORITIES GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. X X X X X X 1 JEFFREY BYRNE & ASSOCIATES 4042 CENTRAL STREET KANSAS CITY MO 64111 CAPITAL CAMPAIGN CONSULTANT 0 0 60540 0 60540 MO 1 SPECIAL OLYMPICS MISSOURI INC 1001 DIAMOND RIDGE JEFFERSON CITY MO 65109 237328374 501(C)(3) 428840 CASH SEF IS A SUPPORTING ORGANIZATION OF SPECIAL OLYMPICS MISSOURI, INC. 1 PART I, LINE 2: SOMO ENDOWMENT FUND, INC. (SEF) IS A SUPPORTING ORGANIZATION OF SPECIAL OLYMPICS MISSOURI, INC. (SOMO). SEF ONLY PROVIDES SUPPORT TO SOMO. MANAGEMENT REVIEWS AND APPROVES SUPPORT PRIOR TO ISSUANCE. 0 0 0 0 0 0 0 0 0 MARK MUSSO PRESIDENT / CEO 0 177440 0 0 0 0 0 0 0 18373 0 195813 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF SOMO ENDOWMENT FUND, INC. (SEF) IS SPECIAL OLYMPICS MISSOURI, INC. (SOMO). SOMO IS THE SUPPORTED ORGANIZATION THAT SEF SUPPORTS, AND IS THE BASIS FOR WHICH SEF HAS IT'S TAX EXEMPTION. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF DIRECTORS REVIEWS THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C AT THE FIRST BOARD MEETING OF THE YEAR, BOARD MEMBERS ARE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY. THEY ARE ASKED TO READ IT, MAKE DISCLOSURES IF NECESSARY AND SIGN IT. DISCLOSURES OF ANY CONFLICTS ARE ALSO MADE ORALLY AT THE MEETING. SIGNED COPIES OF THE POLICY ARE MAINTAINED AT SOMO HEADQUARTERS. FORM 990, PART VI, SECTION C, LINE 18 THE AUDIT REPORT, ALONG WITH FORM 990, ARE AVAILABLE ON SOMO'S WEBSITE AT ALL TIMES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY AND INTERIM FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT SOMO'S HEADQUARTERS. THE AUDIT REPORT, ALONG WITH THE FORM 990, ARE AVAILABLE ON SOMO'S WEBSITE AT ALL TIMES. FORM 990 XII, LINE 2C OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. SELECTION OF INDEPENDENT ACCOUNTANT/FIRM IS RECOMMENDED BY THE FINANCE COMMITTEE TO THE FULL BOARD FOR APPROVAL EVERY THREE YEARS. OVERSIGHT OF THE AUDIT PROCESS, BY THE AUDIT COMMITTEE, HAS NOT CHANGED DURING THE CURRENT YEAR. SPECIAL OLYMPICS MISSOURI INC 1001 DIAMOND RIDGE SUITE 800 JEFFERSON CITY MO 65109 237328374 THROUGH SPORTS, PERSONS W/INTELL DISAB GAIN ACCEPTANCE & INCLUSION MO 501(C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0