2014-07-25T12:43:23-05:00 2013-12-31 390758449 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990 2013-01-01 391176591 SPECIAL OLYMPICS WISCONSIN INC SPEC 6082221324 2310 CROSSROADS DRIVE NO 1000 MADISON WI 53718 CAROL ELLIS COO 6082221324 2014-07-22 1 HEIDI KONKEL P00503121 6082741980 2014-07-22 2013 2015-11-30 17:44:51Z CAROL ELLIS 2310 CROSSROADS DRIVE NO 1000 MADISON WI 53718 6032676 0 8028 X WWW.SPECIALOLYMPICSWISCONSIN.ORG X 1972 WI TO PROVIDE SPORTS TRAINING AND COMPETITION FOR CHILDREN AND ADULTS WITH INTELLECTUAL DISABILITIES. 20 20 41 11360 0 0 4950165 5360379 47195 46723 60863 61290 -361137 -250249 4697086 5218143 0 16000 0 0 2207865 2327031 167357 142305 936350 2208166 2518999 4583388 5004335 113698 213808 3534969 4132137 125234 220802 3409735 3911335 X THE MISSION OF SPECIAL OLYMPICS WISCONSIN IS TO PROVIDE YEAR-ROUND SPORTS TRAINING AND 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. 0 0 1300910 46723 GAMES & COMPETITION: THROUGH PARTICIPATION IN 670 LOCAL COMPETITIONS AND 6 STATE CHAMPIONSHIPS, OVER 10,000 SPECIAL OLYMPIC ATHLETES FROM WISCONSIN HAVE AMPLE OPPORTUNITY TO PRACTICE AND HONE THEIR SKILLS. WITH 17 DIFFERENT OLYMPIC-TYPE SPORTS OFFERED YEAR-ROUND, INCLUDING NATIONAL AND WORLD GAMES EVERY TWO TO FOUR YEARS, THERE IS SOMETHING FOR EVERYONE. THROUGH THE HEALTHY ATHLETES PROGRAM, ATHLETES RECEIVE FREE ACCESS TO BASIC HEALTH CARE SCREENINGS TO ENSURE 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. 802108 TRAINING & EDUCATION:THE AVAILABILITY OF QUALITY COACHES ENSURES GROWTH OF THE PROGRAM'S ATHLETE BASE AND PROVIDES QUALITY EXPERIENCES. THROUGH ANNUAL TRAINING FORUMS, SPECIAL OLYMPIC COACHES ARE TRAINED ON CURRENT PRACTICES FOR EACH SPORT PER THE NATIONAL GOVERNING BODY (NGB). EACH YEAR, NEARLY 300 VOLUNTEER COACHES AND OFFICIALS ARE CERTIFIED TO DELIVER AUTHENTIC, COMPETITIVE SPORTING EVENTS, MIRRORING AN ATHLETE'S EXPERIENCE OF OTHER REPUTABLE SPORTS ORGANIZATIONS. COLLECTIVELY, SPECIAL OLYMPICS WI HAS OVER 1,100 CERTIFIED COACHES. 615613 PUBLIC EDUCATION:PUBLIC RELATIONS AND THE MEDIA PLAY A HUGE ROLE IN THE SUCCESS OF SPECIAL OLYMPICS. FROM BRINGING ATTENTION TO OUR SPORTING AND FUND RAISING EVENTS TO COVERING OUR INSPIRING STORIES IN THE MEDIA, THE ATHLETES APPRECIATE AND DESERVE TO BE IN THE SPOTLIGHT FOR THEIR ACCOMPLISHMENTS. THE PUBLIC RELATIONS AREA FOCUSES ON DRAWING ATTENTION TO OUR FIVE STATE GAMES FOR NOT ONLY MEDIA COVERAGE, BUT VOLUNTEER RECRUITMENT. THIS ALSO APPLIES TO ANY NATIONAL GAMES OR WORLD GAMES TAKING PLACE TO LINE UP ATHLETE APPEARANCES, MEDIA INTERVIEWS, ETC. THE PR AREA ALSO ORGANIZES ALL OPENING/CLOSING CEREMONIES FOR ALL FIVE STATE GAMES. LASTLY, THE DEPARTMENT DRAWS IN MEDIA AND THE PUBLIC TO ALL FUNDRAISING EVENTS THROUGH PR CAMPAIGNS AND DESIGNING OF BROCHURES, POSTERS, AND OTHER MARKETING PROJECTS AS WELL AS MARKETING/CROSS PROMOTIONS FOR SPONSOR-RELATED EVENTS. OUTSIDE OF EVENTS, THE DEPARTMENT TAKES THE LEAD ON THE WEBSITE, VIDEO PRODUCTION, INTERNAL STAFF FUNCTIONS, THE CRISIS PLAN, NEWSLETTER AND ARTICLE WRITING, GOVERNMENT RELATIONS, AND OTHER EVENT PLANNING AND MARKETING NEEDED. 379519 16000 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 WI AND THEIR COMMUNITIES. 654552 AGENCYEXPENSE RELATED TO THE OPERATIONS OF LOCAL AGENCIES. 1034071 16000 3752702 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 72 0 1 41 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 WI X X CAROL ELLIS 6082221324 2310 CROSSROADS DRIVE 1000 MADISON WI 53718 TIFFANY BEAN MEMBER 1.00 X 0 0 0 MIKE BUCK MEMBER 1.00 X 0 0 0 BILL CAROLLO MEMBER 1.00 X 0 0 0 JOHN CAYER MEMBER 1.00 X 0 0 0 DR MICHAEL CLARK MEMBER 1.00 X 0 0 0 ROBERT GOOZE MEMBER 1.00 X 0 0 0 MARTHA HILL MEMBER 1.00 X 0 0 0 GARY KARNER MEMBER 1.00 X 0 0 0 BRIAN KESSELER MEMBER 1.00 X 0 0 0 ASHLEY KOBEL MEMBER 1.00 X 0 0 0 BRITTANY OGDEN MEMBER 1.00 X 0 0 0 CAROLYN S SMITH MEMBER 1.00 X 0 0 0 JERRY VITE MEMBER 1.00 X 0 0 0 VINCE VITRANO MEMBER 1.00 X 0 0 0 ED WALL MEMBER 1.00 X 0 0 0 GEORGE WHITELY MEMBER 1.00 X 0 0 0 PAUL BANIEL CHAIR 1.00 X X 0 0 0 JEFFREY MAHLOCH CHAIR-ELECT 1.00 X X 0 0 0 ANGELA ACHENBACH TREASURER 1.00 X X 0 0 0 LISA WALTER SECRETARY 1.00 X X 0 0 0 DENNIS ALLDRIDGE PRESIDENT 40.00 X 133996 0 13553 CAROL ELLIS CHIEF OPERATIONS OFFICER 40.00 X 109073 0 6142 243069 0 19695 2 0 0 0 THE HERITAGE COMPANY 2402 WILDWOOD AVENUE NORTH LITTLE ROCK AR 72120 PROFESSIONAL FUNDRAISING 167357 UNIVERSITY OF WISCONSIN STEVENS POINT 1015 RESERVE STREET STEVENS POINT WI 54481 HOUSING, FOOD, EQUIPMENT FOR SUMMER GAME 161195 2 2274304 3086075 178404 5360379 REGISTRATION FEES 711300 46723 46723 46723 54657 54657 71854 71854 207411 200778 6633 6633 6633 161560 2274304 547285 -385725 -385725 130045 66470 63575 63575 47 47 47 5218143 46723 0 -188959 16000 16000 262764 178680 18393 65691 1672029 1136980 117042 418007 72657 49407 5086 18164 157716 107247 11040 39429 161865 110068 11331 40466 6700 6700 142305 142305 12392 12392 173333 163545 9788 10968 9565 1403 527488 356416 59047 112025 403723 387108 16615 117384 97440 19944 44874 44874 16960 11872 1018 4070 56892 34451 21841 600 COMPETITION AND TRAININ 645820 645820 IN KIND GOODS 178404 178404 FUNDRAISING EDUCATION 172600 77007 95593 RECOGNITION AND AWARDS 86398 82755 3643 65063 65063 5004335 3752702 315283 936350 X 1630975 1978212 24208 24820 139844 97766 27175 51326 208599 162635 42924 45964 1669843 1934049 3534969 4132137 117893 114579 7341 106223 125234 220802 X 3291125 3763656 97115 125484 21495 22195 3409735 3911335 3534969 4132137 X 213808 257577 30215 X X 0 1 X 1 0 X 4218795 4304595 4493438 4950165 5360379 23327372 4218795 4304595 4493438 4950165 5360379 23327372 193205 23134167 221757 220386 182621 151014 126511 902289 24229661 1679432 0.95480 0.94620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 34483 0 0 34483 0 PART II-B, LINE 1: PAYMENTS TO A LOBBYIST WORKING DIRECTLY WITH THE STATE OF WISCONSIN GOVERNMENT TO SECURE MORE FUNDING. 21495 700 22195 20295 1200 21495 19595 700 20295 18445 1150 19595 17175 1270 18445 0.00000 1.00000 0.00000 1 0 208599 162635 45964 45964 X 7695079 257577 1684468 547283 2489328 5205751 12392 12392 5218143 7223694 1684468 547283 2231751 4991943 12392 12392 5004335 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: SOWI 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. SOWI HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. FEDERAL RETURNS FOR TAX YEARS 2010, AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 547,283. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 547,283. X X X X X X X 1 THE HERITAGE COMPANY 2402 WILDWOOD AVENUE NORTH LITTLE ROCK AR 72120 TELEMARKETING 1 327710 142305 185405 327710 142305 185405 WI POLAR PLUNGE 1813126 1751107 62019 152 94058 5412 250439 TORCH RUN 242645 176655 65990 976 9484 44674 7 380093 346542 33551 2018 33500 6439 100133 2435864 2274304 161560 2170 128534 21335 395246 547285 -385725 SCHEDULE G, PART I, LINE 2B, COLUMN (V) PAYMENTS TO THE HERITAGE COMPANY ARE FOR SOLICITATION OF CONTRIBUTIONS FROM DONORS VIA TELEMARKETING. 0 MADISON METROPLITAN SCHOOL DISTRICT MADISON SCHOOL COMMUNITY RECREATION 3802 REGENT STREET MADISON WI 53705 396003202 CITY OF MADISON, WI 16000 PROJECT UNITY GRANT ASSISTANCE TO SUPPORT PROGRAMS OF BRINGING UNIFIED SPORTS AND LEADERSHIP OPPORTUNITIES TO MADISON SCHOOLS 1 0 X GOODS AND FOO 288 178404 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING. 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. 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 FALL 2009. 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. FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS FROM AFFILIATE ORGANIZATIONS 30,215. FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS OF THE ORGANIZATION ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS HAS NOT CHANGED FROM PRIOR YEAR.