2014-08-25T08:13:13-05:00 2013-12-31 043108635 LEONARD MULHERIN & GREENE PC 625 GROVE STREET BRAINTREE MA 02184 990 2013-01-01 237242294 SPECIAL OLYMPICS MASSACHUSETTS INC SPEC 5084850986 512 FOREST STREET MARLBOROUGH MA 01752 JOHN BOGOSIAN CHAIR 5084850986 2014-08-18 1 STEPHEN M SNOW P00641289 7813564800 2013 2015-11-30 17:44:51Z MARY BETH MCMAHON 512 FOREST STREET MARLBOROUGH MA 01752 6464402 0 X WWW.SPECIALOLYMPICSMA.ORG X 1971 MA TO PROVIDE YEAR-ROUND SPORTS TRAINING AND ATHLETICS COMPETITION IN A VARIETY OF OLYMPIC-TYPE SPORTS FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES OF ALL AGES BY PROVIDING THEM WITH CONTINUING OPPORTUNITIES TO DEVELOP PHYSICAL FITNESS, PREPARE FOR ENTRY INTO SCHOOL AND COMMUNITY PROGRAMMING, EXPRESS COURAGE, EXPERIENCE JOY AND PARTICIPATE IN A SHARING OF GIFTS, SKILLS AND FRIENDSHIP WITH THEIR FAMILIES, OTHER SPECIAL OLYMPICS ATHLETES, THEIR PEERS AND THE COMMUNITY. 21 21 35 10296 0 0 4845569 4578074 90209 90329 334819 414255 -394923 -451464 4875674 4631194 0 0 0 0 2045203 1885496 24524 0 708557 3226667 2911746 5296394 4797242 -420720 -166048 15964109 15726574 5555382 5285422 10408727 10441152 X TO PROVIDE YEAR-ROUND SPORTS TRAINING AND ATHLETICS COMPETITION IN A VARIETY OF OLYMPIC-TYPE SPORTS FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES OF ALL AGES BY PROVIDING THEM WITH CONTINUING OPPORTUNITIES TO DEVELOP PHYSICAL FITNESS, PREPARE FOR ENTRY INTO SCHOOL AND COMMUNITY PROGRAMMING, EXPRESS COURAGE, EXPERIENCE JOY AND PARTICIPATE IN A SHARING OF GIFTS, SKILLS AND FRIENDSHIP WITH THEIR FAMILIES, OTHER SPECIAL OLYMPICS ATHLETES, THEIR PEERS AND THE COMMUNITY. 0 0 3603312 90329 WITH THE ASSISTANCE OF 10,296 VOLUNTEERS, IN 2013, SPECIAL OLYMPICS MASSACHUSETTS PROVIDED TRAINING AND COMPETITION IN 24 INDIVIDUAL AND TEAM SPORTS AND STAGED 106 ATHLETICS EVENTS. THESE EVENTS INVOLVED 12,889 CHILDREN AND ADULTS WITH AND WITHOUT INTELLECTUAL DISABILITIES. IN 2013, THE ORGANIZATION LAUNCHED AN INITIATIVE IN SCHOOLS TO ENGAGE ALL YOUTH IN THE SPECIAL OLYMPICS MOVEMENT. THE ORGANIZATION OFFERS A PROGRAM TO ENGAGE THE WHOLE SCHOOL IN SPORTS, LEADERSHIP AND EDUCATION PROGRAMS. THE SPORTS PROGRAM IS KNOWN AS UNIFIED SPORTS, A PROGRAM WHICH STUDENTS WITH AND WITHOUT DISABILITIES TRAIN AND COMPETE SIDE BY SIDE ON THE SAME TEAM. THE LEADERSHIP PROGRAMS INVOLVED YOUTH ORGANIZING SPORTING AND EDUCATION EVENTS SUCH AS A TRACK & FIELD MEET OR AN ANTI-BULLYING CAMPAIGN AIMED AT EDUCATING STUDENTS AT THE DEROGATORY USE OF THE WORD "RETARDED". IN 2013, THE ORGANIZATION STARTED A PARTNERSHIP WITH THE MASSACHUSETTS INTERSCHOLASTIC ATHLETIC ASSOCIATION (MIAA) AND THE MASSACHUSETTS ASSOCIATION OF STUDENT COUNCILS (MASC) TO HELP GROW OUR SCHOOL PROGRAMS ACROSS THE STATE. 3603312 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 17 0 35 1 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X X THE ORGANIZATION 5084850986 512 FOREST STREET MARLBOROUGH MA 01752 JOHN BOGOSIAN CHAIR 5.00 X X 0 0 0 DOUGLAS KEITH VICE CHAIR 5.00 X X 0 0 0 ELIZABETH TAURO VICE CHAIR 5.00 X X 0 0 0 STEPHEN SNOW TREASURER 5.00 X X 0 0 0 JOHN SMOLAK CLERK 5.00 X X 0 0 0 GREG BELOFF DIRECTOR 5.00 X 0 0 0 DENISE CARRIERE DIRECTOR 5.00 X 0 0 0 KATHARINE CHANDLER DIRECTOR 5.00 X 0 0 0 VIRGINIA DAVIDSON DIRECTOR 5.00 X 0 0 0 FRITZ FERBERT DIRECTOR 5.00 X 0 0 0 LAUREN FOYE DIRECTOR 5.00 X 0 0 0 ROBERT FRIEDMAN DIRECTOR 5.00 X 0 0 0 FRANK QUIGLEY DIRECTOR 5.00 X 0 0 0 DR ELLIOT GREENBERG DIRECTOR 5.00 X 0 0 0 JOANNE JAXTIMER DIRECTOR 5.00 X 0 0 0 CHARLES JOHNSON DIRECTOR 5.00 X 0 0 0 MATTHEW MILLETT DIRECTOR 5.00 X 0 0 0 DEBORAH MILLEN DIRECTOR 5.00 X 0 0 0 GERRY MORRISSEY DIRECTOR 5.00 X 0 0 0 BRIAN OATES DIRECTOR 5.00 X 0 0 0 LORRAINE PARKER CLEGG DIRECTOR 5.00 X 0 0 0 JULIE SANTOSUS DIRECTOR 5.00 X 0 0 0 ERIC WALTERS DIRECTOR 5.00 X 0 0 0 PETER WYMAN DIRECTOR 5.00 X 0 0 0 ROBERT JOHNSON PRESIDENT AND CEO THROUGH 3/22/2013 40.00 X 43879 0 23113 MARY BETH MCMAHON PRESIDENT AND CEO EFFECTIVE 2/1/2013 40.00 X 137307 0 13338 GAYLE FEHLMANN CFO 40.00 X 97908 0 5070 TERRY KEILTY VP OF PROGRAMS 40.00 X 109192 0 13450 388286 0 54971 2 0 1 0 THE HERITAGE COMPANY 2402 WILDWOOD AVENUE SHERWOOD AK 72120 TELEMARKETING 475376 1 2232386 2345688 4578074 PROGRAM FEES 713940 90329 90329 90329 118141 118141 1667741 1371627 296114 296114 296114 0 2232386 461581 -461581 -461581 OTHER 900099 10117 10117 10117 4631194 396560 0 -343440 320615 88546 143523 88546 1261120 947965 166600 146555 32392 22350 10042 152484 103536 13229 35719 118885 74898 11889 32098 41781 41781 16228 13047 581 2600 59169 38827 10520 9822 132813 119532 2656 10625 67757 39424 10850 17483 43394 34554 7681 1159 213172 191855 4263 17054 350485 315437 7009 28039 66464 59819 1328 5317 COMPETITIONS 1158676 1158676 TELEMARKETING FEES 475376 190150 285226 SOI - CHAPTER FEE 85914 42957 42957 SECTION OFFICES 56105 56105 144412 105634 20506 18272 4797242 3603312 485373 708557 1091241 891902 291567 228317 494101 570517 41094 45909 10442866 1845229 8951818 8597637 4185094 4469089 909194 923203 15964109 15726574 288461 272296 70399 34100 5071522 4979026 125000 0 5555382 5285422 X 10117160 10212835 291567 228317 10408727 10441152 15964109 15726574 -166048 198473 0 X 0 1 X 1 0 X 4809236 5391609 7430509 4845569 4578074 27054997 4809236 5391609 7430509 4845569 4578074 27054997 27054997 116230 115835 122753 127481 118141 600440 39635 56039 48864 52489 10117 207144 27862581 0.97100 0.97090 X 407116 407116 9003796 970822 8032974 685532 534345 151187 346422 340062 6360 8597637 CSV OF LIFE INSURANCE POLICY 854518 DEFERRED FINANCING FEES, NET OF ACCUM. AMORT. 68685 923203 X 13288312 198473 7997064 461581 8657118 4631194 0 4631194 13255887 7997064 461581 8458645 4797242 0 4797242 PART X, LINE 2: THE ORGANIZATION FOLLOWS ASC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS NO MATERIAL UNCERTAINTIES IN INCOME TAXES AS OF DECEMBER 31, 2013. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2010. THE ORGANIZATION WILL ACCOUNT FOR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF TAX EXPENSE. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES NETTED WITH EVENT REVENUE ON FORM 990: 461,581. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES NETTED WITH EVENT REVENUE ON FORM 990: 461,581. X X X X X X 1 THE HERITAGE COMPANY 2402 WILDWOOD AVENUE SHERWOOD AR 72120 TELEMARKETING 1 950376 475376 475000 OVER THE EDGE 121 HUBLEY MILL LAKE ROAD UPPER TANTALLON NOVA SCOTIA CA OVER THE EDGE 0 182267 45750 136517 1132643 521126 611517 MA PASSION PLUNGE 428595 428595 66356 OVER THE EDGE 182267 182267 89440 57 1621524 1621524 305785 2232386 2232386 461581 461581 -461581 X X X X X 1 1 0 0 0 0 0 0 0 MARY BETH MCMAHON PRESIDENT AND CEO EFFECTIVE 2/1/2013 130007 0 0 0 7300 0 7043 0 6295 0 150645 0 0 0 PART I, LINES 4A-B ROBERT A. JOHNSON: SERP - $928 A MA DEVELOPMENT FINANCE AGENCY 043431814 NONEAVAIL 2008-08-21 9444000 BUILDING CONSTRUCTION 0 1 0 A 9365698 147180 9218518 2009 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 X 288 114589 RESALE VALUE X 47903 COST 0 0 1 PART I, LINE 32B: THE ORGANIZATION'S "RECYCLE FOR GOLD" CAR DONATION PROGRAM IS OPERATED BY PICK-N-PULL (HTTP://RECYCLEFORGOLD.ORG/). FORM 990, PART VI, SECTION B, LINE 11 THE COMPLETED FORM 990 IS PRESENTED TO THE FINANCE AND EXECUITVE COMMITTEES OF THE BOARD OF DIRECTORS FOR REVIEW AND POSSIBLE REVISION. IT IS THEN PRESENTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS IN CONNECTION WITH A FULL BOARD MEETING. ONCE APPROVED BY ALL BODIES, THE FORM 990 IS SIGNED AND SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE ADVISED OF THE CONFLCIT OF INTEREST POLICY PRIOR TO THEIR APPOINTMENT AND DURING THEIR ORIENTATION SESSION, WHICH IS HELD PRIOR TO THEIR ATTENDING A FULL BOARD MEETING. EACH BOARD MEMBER IS ASKED TO DISCLOSE ANY CONFLICTS OF INTEREST ON AN ANNUAL BASIS. MANAGEMENT AND THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS ARE VIGILANT WITH REGARD TO ALL FINANCIAL TRANSACTIONS TO ENSURE COMPLIANCE AND/OR FULL DISCLOSURE. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION'S PRESIDENT/CEO IS EVALUATED ON A QUARTERLY BASIS AGAINST GOALS WHICH ARE ESTABLISHED AT THE BEGINNING OF EACH CALENDAR YEAR AND APPROVED BY THE FULL BOARD OF DIRECTORS. THE GOALS ARE "WEIGHTED" AND EVALUATED BASED ON THE PERCENTAGE OF COMPLETION AT THE END OF THE CALENDAR YEAR. THE PRESIDENT/CEO'S SALARY IS BASED ON SALARY SURVEYS GENERATED FROM WITHIN THE SPECIAL OLYMPICS MOVEMENT AND NOT-FOR-PROFIT INDUSTRY. FORM 990, PART VI, SECTION C, LINE 19 ALL OFFICIAL DOCUMENTS OF SPECIAL OLYMPICS MASSACHUSETTS ARE AVAILABLE TO THE GENERAL PUBLIC THROUGH THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE OR UPON REQUEST DIRECTLY FROM SPECIAL OLYMPICS MASSACHUSETTS.