2013-08-01T09:43:59-05:00 2012-12-31 043108635 LEONARD MULHERIN & GREENE PC 625 GROVE STREET BRAINTREE MA 02184 990 2012-01-01 237242294 SPECIAL OLYMPICS MASSACHUSETTS INC SPEC 5084850986 512 FOREST STREET MARLBOROUGH MA 01752 ROBERT A JOHNSON 5084850986 2013-07-31 1 STEPHEN M SNOW P00641289 7813564800 2012 2016-02-24 21:20:13Z ROBERT A JOHNSON 512 FOREST STREET MARLBOROUGH MA 01752 6494584 0 X WWW.SPECIALOLYMPICSMA.ORG X 1971 MA TO PROVIDE YEAR-ROUND SPORTS TRAINING AND ATHLETIC COMPETITION IN A VARIETY OF WELL-COACHED OLYMPIC-TYPE SPORTS FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES BY PROVIDING THEM WITH CONTINUING OPPORTUNITES TO DEVELOP PHYSICAL FITNESS, PREPARE FOR ENTRY INTO SCHOOL AND COMMUNITY PROGRAMS, EXPRESS COURAGE, EXPERIENCE JOY, AND PARTICIPATE IN A SHARING OF GIFTS, SKILLS, AND FRIENDSHIP WITH THEIR FAMILIES, OTHER SPECIAL OLYMPIC ATHLETES AND THE COMMUNITY. 21 21 34 10390 0 0 7430509 4845569 86465 90209 162428 334819 -455046 -394923 7224356 4875674 0 0 0 0 2021473 2045203 13030 24524 1141604 3373834 3226667 5408337 5296394 1816019 -420720 19199404 15964109 8518496 5555382 10680908 10408727 X TO PROVIDE YEAR-ROUND SPORTS TRAINING AND ATHLETIC COMPETITION IN A VARIETY OF WELL-COACHED OLYMPIC-TYPE SPORTS FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES BY PROVIDING THEM WITH CONTINUING OPPORTUNITES TO DEVELOP PHYSICAL FITNESS, PREPARE FOR ENTRY INTO SCHOOL AND COMMUNITY PROGRAMS, EXPRESS COURAGE, EXPERIENCE JOY, AND PARTICIPATE IN A SHARING OF GIFTS, SKILLS, AND FRIENDSHIP WITH THEIR FAMILIES, OTHER SPECIAL OLYMPIC ATHLETES AND THE COMMUNITY. 0 0 3786239 90209 WITH THE ASSISTANCE OF APPROXIMATELY 10,390 VOLUNTEERS, IN 2012, SPECIAL OLYMPICS MASSACHUSETTS PROVIDED TRAINING IN 27 DIFFERENT INDIVIDUAL AND TEAM SPORTS AND STAGED 95 ORGANIZED ATHLETIC EVENTS. THESE EVENTS INVOLVED 12,933 CHILDREN AND ADULTS WITH AND WITHOUT INTELLECTUAL DISABILITIES.WITH THE ASSISTANCE OF 221 CLINICIAN VOLUNTEERS, SPECIAL OLYMPICS MASSACHUSETTS PROVIDED A VARIETY OF MEDICAL SCREENING REFERRAL PROGRAMS FOR ITS ATHLETES THROUGH THE HEALTHY ATHLETE INITIATIVE. THE PURPOSE OF THE PROGRAM IS TO IMPROVE THE QUALITY AND AVAILABILITY OF HEALTHCARE FOR PEOPLE WITH INTELLECTUAL DISABILITIES. IN 2012, 803 ATHLETES WERE SCREENED.SPECIAL OLYMPICS MASSACHUSETTS PROVIDES MEMBERS OF THE GENERAL PUBLIC AN OPPORTUNITY TO GAIN A BETTER UNDERSTANDING AND APPRECIATION FOR PEOPLE WITH INTELLECTUAL DISABILITIES BY ACTUALLY PARTICIPATING IN UNIFIED SPORTS, A PROGRAM IN WHICH PEOPLE WITH AND WITHOUT INTELLECTUAL DISABILITIES TRAIN AND COMPETE SIDE BY SIDE ON THE SAME TEAMS. IN 2012, 1,852 UNIFIED PARTNERS COMPETED. IN ADDITION, SPECIAL OLYMPICS MASSACHUSETTS CONDUCTED 34 COACHES CLINICS AND AWARDED 759 COACHES CERTIFCATIONS. 3786239 1 1 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 19 0 34 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 THE ORGANIZATION 5084850986 512 FOREST STREET MARLBOROUGH MA 01752 VIRGINIA DAVIDSON 5.00 X X 0 0 0 JOHN BOGOSIAN 5.00 X X 0 0 0 STEPHEN SNOW 5.00 X X 0 0 0 ELIZABETH TAURO 5.00 X X 0 0 0 GREG BELOFF 5.00 X 0 0 0 DENISE CARRIERE 5.00 X 0 0 0 KATHARINE CHANDLER 5.00 X 0 0 0 FRITZ FERBERT 5.00 X 0 0 0 ROBERT FRIEDMAN 5.00 X 0 0 0 ROBERT GODDARD 5.00 X 0 0 0 DR ELLIOT GREENBERG 5.00 X 0 0 0 JOANNE JAXTIMER 5.00 X 0 0 0 CHARLES JOHNSON 5.00 X 0 0 0 DOUGLAS KEITH 5.00 X 0 0 0 MATTHEW MILLETT 5.00 X 0 0 0 DEBORAH MILLEN 5.00 X 0 0 0 GERRY MORRISSEY 5.00 X 0 0 0 GEOFFREY NOTHNAGLE 5.00 X 0 0 0 JOHN SMOLAK 5.00 X 0 0 0 ERIC WALTERS 5.00 X 0 0 0 PETER WYMAN 5.00 X 0 0 0 ROBERT JOHNSON 40.00 X 166317 0 22192 GAYLE FEHLMANN 40.00 X 96400 0 5311 MARY BETH MCMAHON 40.00 X 124208 0 12857 TERRY KEILTY 40.00 X 108208 0 12207 495133 0 52567 3 0 1 0 THE HERITAGE COMPANY 2402 WILDWOOD AVENUE SHERWOOD AK 72120 TELEMARKETING 589983 1 2026859 2818710 4845569 PROGRAM FEES 713940 90209 90209 90209 127481 127481 1378836 1171498 207338 207338 207338 0 2026859 447412 -447412 -447412 OTHER 900099 52489 52489 52489 4875674 350036 0 -319931 280026 72286 135454 72286 1452621 933817 58125 460679 40889 28213 12676 142007 89464 14201 38342 129660 81686 12966 35008 41733 41733 24524 24524 22193 21184 210 799 75651 44588 8163 22900 132237 119013 2645 10579 76739 45228 10886 20625 36079 25484 9480 1115 253720 228348 5074 20298 378111 340300 7562 30249 64067 57661 1281 5125 COMPETITIONS 1225111 1225111 TELEMARKETING FEES 589983 235993 353990 SOI - CHAPTER FEE 86814 43407 43407 VOLUNTEERS AND FAMILIES 73485 73485 170744 120971 17364 32409 5296394 3786239 368551 1141604 3389473 1091241 709930 291567 622606 494101 31986 41094 10468808 1516990 9092719 8951818 4496549 4185094 856141 909194 19199404 15964109 346099 288461 57995 70399 7682249 5071522 432153 125000 8518496 5555382 X 9967700 10117160 713208 291567 10680908 10408727 19199404 15964109 -420720 148539 0 X 0 1 X 1 0 X 6001513 4809236 5391609 7430509 4845569 28478436 6001513 4809236 5391609 7430509 4845569 28478436 28478436 157389 116230 115835 122753 127481 639688 17465 39635 56039 48864 52489 214492 29332616 0.97090 0.96320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 407116 407116 8996826 739956 8256870 718444 457384 261060 346422 319650 26772 8951818 CSV OF LIFE INSURANCE POLICY 825791 DEFERRED FINANCING FEES, NET OF ACCUM. AMORT. 83403 909194 X 13078798 148539 7607173 447412 8203124 4875674 0 4875674 13350979 7607173 447412 8054585 5296394 0 5296394 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARD, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS STANDARD 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. IT ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NO MATERIAL UNCERTAINTIES IN INCOME TAXES. 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 2009. 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: 447,412. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES NETTED WITH EVENT REVENUE ON FORM 990: 447,412. X X X X X X 1 THE HERITAGE COMPANY 2402 WILDWOOD AVENUE SHERWOOD AR 72120 TELEMARKETING 1 1064983 589983 475000 OVER THE EDGE 121 HUBLEY MILL LAKE ROAD UPPER TANTALLON NOVA SCOTIA CA OVER THE EDGE 0 161189 29250 131939 1226172 619233 606939 MA PASSION PLUNGE 345735 345735 57797 OVER THE EDGE 161189 161189 67223 47 1519935 1519935 322392 2026859 2026859 447412 447412 -447412 X X X X X 0 1 0 0 0 0 0 0 0 ROBERT JOHNSON 162417 0 0 0 3900 0 8341 0 13851 0 188509 0 0 0 PART I, LINE 4B ROBERT A. JOHNSON: SERP - $3,894 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 0.00000 0.00000 0.00000 0 0 0 A 0 0 0 0 0 0 0 0 0 X 399 165607 RESALE VALUE X 25451 COST 0 0 1 THIRD PARTY USE: PART I, LINE 32B: THE ORGANIZATION'S "RECYCLE FOR GOLD" CAR DONATION PROGRAM IS OPERATED BY MILLIS INDUSTRIES (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.