2013-08-08T15:34:05-05:00 2012-12-31 390758449 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990 2012-01-01 391176591 SPECIAL OLYMPICS WISCONSIN INC SPEC 6082221324 2310 CROSSROADS DRIVE NO 1000 MADISON WI 53718 CAROL ELLIS 6082221324 2013-08-05 1 JEAN CHRISTENSEN P00368719 6082741980 2013-08-05 2012 2016-02-24 21:20:13Z CAROL ELLIS 2310 CROSSROADS DRIVE NO 1000 MADISON WI 53718 5745245 0 X WWW.SPECIALOLYMPICSWISCONSIN.ORG X 1972 WI TO PROVIDE SPORTS TRAINING AND COMPETITION FOR CHILDREN AND ADULTS WITH INTELLECTUAL DISABILITIES. 21 21 42 6008 0 0 4493438 4950165 207677 47195 52458 60863 -479109 -361137 4274464 4697086 0 0 0 0 2210265 2207865 284510 167357 891630 2066536 2208166 4561311 4583388 -286847 113698 3196187 3534969 118913 125234 3077274 3409735 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 1176141 47195 GAMES & COMPETITIONSPECIAL OLYMPICS WISCONSIN PROVIDES YEAR-ROUND SPORTS TRAINING AND ATHLETIC COMPETITION IN 17 OLYMPIC-TYPE SPORTS FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES EIGHT YEARS OF AGE OR OLDER. ATHLETES MUST FILL OUT A MEDICAL REGISTRATION FORM BEFORE THEY PARTICIPATE IN SPECIAL OLYMPICS COMPETITION. ATHLETES TRAIN IN THEIR SPORT, COMPETE AT AN AREA LEVEL AND MAY PROGRESS TO THE STATE LEVEL OF COMPETITION. THERE ARE FIVE SPORTS SEASONS FOR SPECIAL OLYMPICS WISCONSIN: WINTER GAMES--ALPINE SKIING, CROSS COUNTRY SKIING, SNOWBOARDING, AND SNOWSHOE RACING; INDOOR SPORTS TOURNAMENT--BASKETBALL AND GYMNASTICS; SUMMER GAMES--AQUATICS (SWIMMING), ATHLETICS (TRACK & FIELD), SOCCER AND POWER LIFTING; OUTDOOR SPORTS TOURNAMENT--BOCCE, GOLF, TENNIS AND SOFTBALL/TEE BALL; AND FALL SPORTS TOURNAMENT--BOWLING AND VOLLEYBALL. ATHLETES ALSO HAVE THE OPPORTUNITY TO COMPETE AT THE NATIONAL GAMES (EVERY FOUR YEARS) AND/OR THE WORLD GAMES (EVERY TWO YEARS ALTERNATING BETWEEN SUMMER AND WINTER GAMES). SPECIAL OLYMPICS WISCONSIN HELD OVER 513 COMPETITIONS IN 2012 FOR OUR NEARLY 10,000 ATHLETES. 735738 TRAININGSPECIAL OLYMPICS WISCONSIN (SOWI) OFFERS A WIDE VARIETY OF TRAINING OPPORTUNITIES FOR BOTH COACHES AND ATHLETES. THE GOAL OF SOWI IS TO PROVIDE COACHES AND ATHLETES WITH THE BEST POSSIBLE EXPERIENCES AND TO ELEVATE THE RECOGNITION OF SPECIAL OLYMPICS TRAINING TO THAT OF ANY OTHER REPUTABLE SPORTS ORGANIZATION. SOWI STRIVES TO ACHIEVE THIS BY PROVIDING QUALITY CLINICIANS AND FACILITIES FOR CLINICS, TRAINING SCHOOLS AND COMPETITIONS. OFTEN SOWI TRAINING IS COORDINATED WITH CURRENT PRACTICES OF THE APPROPRIATE NATIONAL GOVERNING BODY (NGB) FOR EACH SPORT. BECAUSE SOWI STRIVES TO PROVIDE THE BEST POSSIBLE SPORT EXPERIENCES FOR EACH ATHLETE, DURING COMPETITIONS WE STRICTLY ADHERE TO NGB RULES. SOWI FEEL THAT OUR SPORTS ORGANIZATION SHOULD BE NO DIFFERENT THAN ANY OTHER ORGANIZATION IN TERMS OF THE QUALITY OF COMPETITION AND THE TRAINING EXPERIENCES OFFERED TO OUR ATHLETES. THIS QUALITY IS ENHANCED AND MAINTAINED THROUGH QUALITY TRAINING OF OUR COACHES AND ATHLETES IN THE FOLLOWING CATEGORIES: GENERAL SESSION ORIENTATION IS AN APPROXIMATELY 20-MINUTE VIDEO PRESENTATION ON THE BACKGROUND, PHILOSOPHY, AND MISSION OF SPECIAL OLYMPICS; CLINICS AND SEMINARS PROVIDE COACHES WITH INFORMATION ABOUT A PARTICULAR ASPECT OF A SPORT OR A BRIEF INTRODUCTION AND OVERVIEW; COACHES CERTIFICATION OFFERED IN EACH OFFICIAL SPORT; TRAINING CAMPS AND TRAINING DAYS WHICH OFFER A UNIQUE OPPORTUNITY FOR COACHES AND ATHLETES TO TRAIN AND LEARN UNDER NON-COMPETITION CONDITIONS OR TO TRY NEW SPORTS; THE PRINCIPLES OF COACHING CERTIFICATION TO PROVIDE COACHES WITH A COMPLETE OVERVIEW OF COACHING FOR ANY SPORT; AND INVITATIONALS OR MULTI-AGENCY COMPETITIONS DESIGNED TO GIVE ATHLETES THE OPPORTUNITY TO PRACTICE THEIR SKILLS IN A COMPETITIVE SITUATION BEFORE THEY GO TO THEIR AREA OR DISTRICT COMPETITIONS. IN 2012, SOWI HAD 1,294 CERTIFIED COACHES. 513243 PUBLIC EDUCATIONPUBLIC 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. 352539 OUTREACHEXPENSES RELATED TO THE RECRUITMENT OF ATHLETES AND THE RECRUITMENT AND SCREENING OF VOLUNTEERS. 624722 AGENCYEXPENSE RELATED TO THE OPERATIONS OF LOCAL AGENCIES. 977261 3402383 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 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 67 0 1 42 1 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 1 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 ANGELA ACHENBACH 1.00 X 0 0 0 TIFFANY BEAN 1.00 X 0 0 0 MIKE BUCK 1.00 X 0 0 0 BILL CAROLLO 1.00 X 0 0 0 JOHN CAYER 1.00 X 0 0 0 PHIL CHAVEZ 1.00 X 0 0 0 ROBERT GOOZE 1.00 X 0 0 0 ANN HELLMUTH 1.00 X 0 0 0 GARY KARNER 1.00 X 0 0 0 BRIAN KESSELER 1.00 X 0 0 0 ASHLEY KOBEL 1.00 X 0 0 0 JEFFREY MAHLOCH 1.00 X 0 0 0 BRITTANY OGDEN 1.00 X 0 0 0 CAROLYN S SMITH 1.00 X 0 0 0 JERRY VITE 1.00 X 0 0 0 VINCE VITRANO 1.00 X 0 0 0 CHARLES A TUBBS 1.00 X 0 0 0 STEVE HOLZHUETER 1.00 X X 0 0 0 PAUL BANIEL 1.00 X X 0 0 0 RANDY DEAN 1.00 X X 0 0 0 LISA WALTER 1.00 X X 0 0 0 DENNIS ALLDRIDGE 40.00 X 141855 0 12733 CAROL ELLIS 40.00 X 106122 0 6015 247977 0 18748 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 2413994 2536171 95794 4950165 REGISTRATION FEES 711300 47195 47195 47195 52448 52448 98566 98566 367984 359569 8415 8415 8415 171738 2413994 619053 -447315 -447315 55305 69537 -14232 -14232 OTHER 900099 1844 1844 1844 4697086 47195 0 -300274 266725 178705 18671 69349 1562362 1046782 109366 406214 73431 49199 5140 19092 145443 97447 10181 37815 159904 107136 11193 41575 11600 11600 167357 167357 9145 9145 124975 101620 23355 4990 3512 1478 447293 340473 43691 63129 349165 333111 16054 122178 99354 22824 17450 17450 7987 5591 479 1917 56844 48751 1547 6546 COMPETITION AND TRAININ 617235 617235 FUNDRAISING EDUCATION 189383 110747 78636 IN KIND GOODS 90865 90865 RECOGNITION AND AWARDS 90207 85556 4651 68849 68849 4583388 3402383 289375 891630 X 1343753 1630975 22992 24208 46459 139844 38297 27175 188600 145676 37401 42924 1682009 1669843 25276 0 3196187 3534969 118913 117893 0 7341 118913 125234 X 2911712 3291125 145267 97115 20295 21495 3077274 3409735 3196187 3534969 X 113698 136274 82489 X X 0 1 X 1 0 X 4040783 4218795 4304595 4493438 4950165 22007776 4040783 4218795 4304595 4493438 4950165 22007776 253254 21754522 206861 221757 220386 182621 151014 982639 22990415 1524809 0.94620 0.89460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 34164 0 0 34164 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: PAYMENTS TO A LOBBYIST WORKING DIRECTLY WITH THE STATE OF WISCONSIN GOVERNMENT TO SECURE MORE FUNDING. 20295 1200 21495 19595 700 20295 18445 1150 19595 17175 1270 18445 14775 2400 17175 0.00000 1.00000 0.00000 1 0 188600 145676 42924 42924 X 6720591 136274 1199362 697014 2032650 4687941 9145 9145 4697086 6434647 1199362 661042 1860404 4574243 9145 9145 4583388 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUND IS INTENDED TO EARN REVENUE TO SUPPORT THE ACTIVITIES OF THE ORGANIZATION. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 2009, AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE OF AFFILIATES INCLUDED IN FINANCIAL STATEMENTS 77,961. DIRECT FUNDRAISING EXPENSES 619,053. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF AFFILIATES INCLUDED IN FINANCIAL STATEMENTS 41,989. DIRECT FUNDRAISING EXPENSES 619,053. X X X X X X X 1 THE HERITAGE COMPANY 2402 WILDWOOD AVENUE NORTH LITTLE ROCK AR 72120 TELEMARKETING 1 402019 167357 234662 402019 167357 234662 WI POLAR PLUNGE 1935411 1869674 65737 43 95122 8049 267642 TORCH RUN 251123 179997 71126 727 1651 11185 36520 7 399198 364323 34875 268 35929 7114 154803 2585732 2413994 171738 1038 132702 26348 458965 619053 -447315 EXPLANATION OF FUNDRAISING PAYMENTS SCHEDULE G, PART I, LINE 2B, COLUMN (V) PAYMENTS TO THE HERITAGE COMPANY ARE FOR SOLICITATION OF CONTRIBUTIONS FROM DONORS VIA TELEMARKETING. X GOODS AND FOOD FOR EVENTS 327 95794 FMV 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS OF THE ORGANIZATION WERE UPDATED IN 2012. IN THE BYLAWS, ARTICLE IV - OFFICES OF THE BOARD OF DIRECTORS, SECTION 1: OFFICERS, WAS CHANGED TO UPDATE THE TERMS OF THE BOARD, MAXIMUM NUMBER OF CONSECUTIVE YEARS ON THE BOARD, AND ADDITIONAL-INSIGNIFICANT CHANGES. 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 DURING THE YEAR. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: TRANSFER OF AFFILIATES NET ASSETS 82,489. 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.