2014-05-13T17:33:42-05:00 2013-12-31 431594752 MUELLER PROST PC 7733 FORSYTH BLVD SUITE 1200 ST LOUIS MO 63105 990 2013-01-01 201295769 SOMO ENDOWMENT FUND INC SOMO 5736351660 1001 DIAMOND RIDGE NO 800 JEFFERSON CITY MO 65109 MARK MUSSO PRESIDENT / CEO 5736351660 2014-05-12 1 JEANETTE BAX-KURTZ P00096490 3148622070 2014-05-12 2013 2015-11-30 17:44:51Z MARK MUSSO 1001 DIAMOND RIDGE NO 800 JEFFERSON CITY MO 65109 680589 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 7 0 0 51664 670486 0 0 7247 10103 0 0 58911 680589 0 178670 0 0 0 0 0 171719 187306 106691 29240 106691 379629 -47780 300960 1497572 1870062 0 300 1497572 1869762 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 178670 178670 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 11 ACRES IN MID-MISSOURI, CENTRALLY LOCATED FOR MORE THAN 120,400 INDIVIDUALS IN THE STATE WHO QUALIFY FOR AND WOULD BENEFIT FROM SOMO PROGRAMS.SOMO HAS BEEN APPROVED BY THE STATE OF MISSOURI TO OFFER NAP (NEIGHBORHOOD ASSISTANCE PROGRAM) AND MDFB (MISSOURI DEVELOPMENT FINANCE BOARD) TAX CREDITS. FOR MORE INFORMATION, PLEASE VISIT WWW.SOMOCAMPUS.ORG. 178670 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 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 PHIL COOK CHAIR 4.00 4.00 X X 0 0 0 LAWRENCE WADSACK BOARD MEMBER 4.00 4.00 X 0 0 0 DON SPEARS BOARD MEMBER 4.00 4.00 X 0 0 0 CHARLES BERNSKOETTER BOARD MEMBER 4.00 5.00 X 0 0 0 RALPH BIELE SECRETARY/TREASURER 4.00 X X 0 0 0 TIM COX VICE-CHAIR 4.00 X X 0 0 0 MARK MUSSO PRESIDENT / CEO 5.00 40.00 X 0 148069 14435 0 148069 14435 0 0 0 0 0 670486 670486 10103 10103 680589 0 0 10103 178670 178670 12653 12653 1000 1000 171719 171719 770 770 14817 14817 379629 178670 13653 187306 75302 285971 182695 87273 796578 861386 6500 6500 6500 409363 581086 27134 47846 1497572 1870062 0 300 0 300 X 376855 99631 1120717 1770131 1497572 1869762 1497572 1870062 300960 71230 0 X X 0 1 X 1 0 X X X 0 0 0 SPECIAL OLYMPICS MO INC 237328374 7 1 1 1 178670 1 178670 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6500 6500 6500 OTHER INVESTMENTS 581086 C 581086 DUE TO AFFILIATES 300 300 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, 2013 AND 2012. THE RETURNS OF THE ORGANIZATION FOR 2013, 2012, 2011, AND 2010 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 158024 0 158024 MO 1 SPECIAL OLYMPICS MISSOURI INC 1001 DIAMOND RIDGE JEFFERSON CITY MO 65109 237328374 501(C)(3) 178670 FMV SEF IS A SUPPORTING ORGANIZATION OF SPECIAL OLYMPICS MISSOURI, INC. 1 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 0 0 1 1 0 0 0 0 SPECIAL OLYMPICS MISSOURI INC B 178670 CASH AMOUNT