2012-08-08T13:52:31-05:00 2011-12-31 431594752 MUELLER PROST PC 7733 FORSYTH BLVD SUITE 1200 ST LOUIS MO 63105 990 2011-01-01 237328374 SPECIAL OLYMPICS MISSOURI INC SPEC 5736351660 1001 DIAMOND RIDGE NO 800 JEFFERSON CITY MO 65109 MARK MUSSO 5736351660 2012-08-06 1 JEANETTE BAX-KURTZ P00096490 3148622070 2012-08-06 2011 2016-02-24 21:20:13Z MARK MUSSO 1001 DIAMOND RIDGE NO 800 JEFFERSON CITY MO 65109 4403336 0 X WWW.SOMO.ORG X 1971 MO THROUGH YEAR-ROUND SPORTS, PERSONS WITH INTELLECTUAL DISABILITIES GAIN ACCEPTANCE & INCLUSION. 20 20 33 31496 0 0 3731997 3476691 0 0 47931 52293 68311 647936 3848239 4176920 0 75000 0 0 1403268 1599338 255597 108634 672976 1769325 2163534 3428190 3946506 420049 230414 3491087 3786593 769321 745513 2721766 3041080 X THROUGH YEAR-ROUND SPORTS AND TRAINING, INDIVIDUALS WITH INTELLECTUAL DISABILITIES ARE GIVEN THE CHANCE TO GAIN CONFIDENCE, SEEK OPPORTUNITIES TO IMPROVE THEIR PHYSICAL FITNESS, DEMONSTRATE PRIDE, AND PARTICIPATE IN THEIR COMMUNITIES. 0 0 3109301 8083 SPECIAL OLYMPICS MISSOURI (SOMO) PROVIDES CHILDREN AND ADULTS WITH INTELLECTUAL DISABILITIES YEAR-ROUND SPORTS TRAINING AND ATHLETIC COMPETITION IN 21 OLYMPIC-STYLE SPORTS. SOMO ACTIVITIES REFLECT THE VALUES, STANDARDS, TRADITIONS, CEREMONIES AND EVENTS EMBODIED IN THE MODERN OLYMPIC MOVEMENT. THROUGH SPORTS AND THESE OLYMPIC-TYPE EVENTS, IT IS THE GOAL OF SOMO TO HELP BRING ALL PERSONS WITH INTELLECTUAL DISABILITIES INTO THE LARGER SOCIETY UNDER CONDITIONS WHEREBY THEY ARE ACCEPTED, RESPECTED, AND GIVEN A CHANCE TO BECOME PRODUCTIVE CITIZENS. IF CONTRIBUTED SERVICES ARE FACTORED, SOMO WOULD SHOW 82% PROGRAM EXPENSES FOR 2011. OF WORKING AGE ATHLETES 52% HELD JOBS, VERSUS 10% OUTSIDE THE REALM OF SPECIAL OLYMPICS INC. SOMO IS NOT ONLY ABOUT SPORTS AND COMPETITION, BUT IT IS ABOUT SELF-ESTEEM, LEADERSHIP, INCLUSION, PHYSICAL FITNESS, NUTRITION, DISABILITY AWARENESS, AND MOBILIZING THOUSANDS OF ENTHUSIASTIC VOLUNTEERS EVERY YEAR. SOMO CURRENTLY PROVIDES SERVICES TO MORE THAN 15,250 ATHLETES WITH THE ASSISTANCE OF APPROXIMATELY 31,000 VOLUNTEERS. 37795 THE HEALTHY ATHLETES PROGRAM IS AN INITIATIVE DEVELOPED BY SPECIAL OLYMPICS, INC. WITH A MISSION OF IMPROVING THE OVERALL HEALTH OF OUR ATHLETES THROUGH VARIOUS HEALTH SCREENINGS. THIS PROGRAM OFFERS ATHLETES THE OPPORTUNITY TO IMPROVE THEIR HEALTH IN AN ENVIRONMENT THAT IS FOCUSED ON THE NEEDS OF INDIVIDUALS WITH INTELLECTUAL DISABILITIES. SCREENING PROGRAMS INCLUDE FUNFITNESS, HEALTHY HEARING, HEALTH PROMOTION, OPENING EYES, SPECIAL SMILES, AND MEDFEST. WITH THE HELP OF LOCAL VOLUNTEER HEALTH PROFESSIONALS, MEDFEST PROVIDES ATHLETES WITH PHYSICAL EXAMINATIONS. MEDFEST EXAMS ALSO ADDRESS QUESTIONS AND CONCERNS OF ATHLETES' PARENTS AND GUARDIANS. ALL HEALTHY ATHLETES PROGRAMS ARE PROVIDED FREE OF CHARGE TO ALL SPECIAL OLYMPICS ATHLETES. 702 ATHLETES WERE SCREENED DURING 2011. $1 OF HEALTHY ATHLETE EXPENSE RESULTS IN $5 OF SERVICE. 3147096 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 1 35 0 1 33 1 0 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 X X MARK MUSSO 5736351660 1001 DIAMOND RIDGE SUITE 800 JEFFERSON CITY MO 65109 TERRY BRIGGS 4.00 X X 0 0 0 RANDY BOEHM 4.00 X X 0 0 0 RAY LAUER 4.00 X X 0 0 0 RANDY REDDICK 4.00 X X 0 0 0 JERALD ANDREWS 4.00 X 0 0 0 CHARLES BERNSKOETTER 5.00 X 0 0 0 JEANIE BYLAND 4.00 X 0 0 0 PHIL COOK 4.00 X X 0 0 0 ROB EICHELBERGER 4.00 X 0 0 0 LARRY ELROD 4.00 X 0 0 0 ROBYN KAUFMAN 4.00 X 0 0 0 COLLEEN LAMOND 4.00 X 0 0 0 DAVID PUDLOWSKI 4.00 X 0 0 0 KRYSTAL RUSSELL 4.00 X 0 0 0 LAWRENCE WADSACK 4.00 X 0 0 0 BEA WEBB 4.00 X 0 0 0 GARY WILBERS 4.00 X 0 0 0 DAVID KEUNE 4.00 X 0 0 0 ANDREW MUNDWILLER 4.00 X 0 0 0 AMY WURST 4.00 X 0 0 0 MARK MUSSO 40.00 X 130319 0 30156 130319 0 30156 1 0 1 0 0 16308 5972 488599 2965812 293158 3476691 52293 52293 827492 5972 187639 639853 639853 46860 38777 8083 8083 4176920 8083 0 692146 75000 75000 160475 133194 8024 19257 1130761 938532 56538 135691 52831 43849 2642 6340 161522 134063 8076 19383 93749 77812 4687 11250 16828 16828 108634 108634 304583 215090 1366 88127 137009 117133 1187 18689 14957 14904 35 18 129711 122488 1995 5228 517699 488267 29432 139059 119423 19636 22802 22802 56475 56475 48858 47392 977 489 43114 40825 672 1617 RECOGNITION 184124 112554 71570 PRINTING & PRODUCTION 171300 117056 107 54137 FOOD 149924 115151 34773 EQUIPMENT RENTAL/MAINTE 82925 70659 300 11966 144166 107229 198 36739 3946506 3147096 126434 672976 X 863664 702791 55621 313809 171183 138769 29455 438 7315 1728 59577 45357 1249351 344729 873694 904622 0 1430578 1679079 3491087 3786593 217877 234270 88900 75842 462544 435401 769321 745513 X 2492831 2722017 228935 319063 2721766 3041080 3491087 3786593 X 230414 88900 X X 0 1 1 X 0 X 1756498 3138224 3205855 3731997 2025151 13857725 1756498 3138224 3205855 3731997 2025151 13857725 649698 13208027 74054 65456 46668 44278 52293 282749 404 15577 51298 199834 267113 14407587 0.91670 0.90050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 668195 668195 498714 341163 157551 82442 3566 78876 904622 AMERICAN GENERAL FINANCE 6% 37305 F FEDERAL HOME LOAN BANK 5% 151341 F FEDERAL HOME LOAN MTG CORP MTNV 2% 50051 F FEDERAL NATL MTG ASSN FRNT 1% 100086 F FEDERAL NATL MTG ASSN FRNT 3% 150276 F FEDERAL NATL MTG ASSN FRNT 2% 100058 F FEDERAL NATL MTG ASSN FRNT 1.25% 100109 F INTL LEASE FINANCE CORP 5.9% 48154 F MORGAN STANLEY D W DISC SRMT MTNF 4.5% 90820 F BLACKROCK FDS II SML CAP SVC 36858 F SPARTAN INT'L INDEX FUND 56177 F LOOMIS SAYLES SM CAP VALUE 36829 F VANGUARD INSTITUTIONAL INDEX 485007 F VANGUARD MID-CAP INDEX SIGNAL SHARES 80365 F VANGUARD TOTAL STOCK MARKET INDEX FUND SIGNAL SH 150299 F ACCRUED INCOME 5344 C 1679079 4176920 3946506 230414 88900 88900 319314 6811213 2407877 226416 2634293 4176920 0 4176920 6580799 2407877 226416 2634293 3946506 0 3946506 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: SOMO FOLLOWS FASB ACCOUNTING STANDARDS CODIFICATION 740-10, INCOME TAXES OVERALL, AND HAS ASSESSED ITS 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, 2011 AND 2010. THE RETURNS OF THE ORGANIZATION FOR 2011, 2010, 2009, AND 2008 ARE SUBJECT TO EXAMINATION BY THE RESPECTIVE TAXING AUTHORITIES GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 8 - OTHER ADJUSTMENTS: PRIOR PERIOD ADJUSTMENT RELATED TO PRIOR YEAR DEFERRED REVENUE 88,900. PART XII, LINE 2D - OTHER ADJUSTMENTS: REDUCTION IN REVENUE FOR COST OF GOODS SOLD 38,777. REDUCTION IN REVENUE FOR DIRECT FUNDRAISING EVENT EXPENSE 187,639. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD, INCLUDED WITH REVENUE 38,777. DIRECT FUNDRAISING EVENT EXPENSE, INCLUDED WITH REVENUE 187,639. X X X X X X X 1 OLYMPIA INC 2215 E OAK STREET STE 1 CONWAY AR 72032 PHONE AND MAIL FUNDRAISING SERVICES 1 192616 34421 158195 THE HERITAGE COMPANY 2402 WILDWOOD AVE STE 500 NORTH LITTLE ROCK AR 72120 PHONE AND MAIL FUNDRAISING SERVICES 1 137598 73636 63962 330214 108057 222157 MO GATEWAY GOLF TOURNAMENT 358518 0 358518 41905 32049 18081 TR RAFFLE 148634 0 148634 32935 495 298 6899 12 326312 5972 320340 13165 5833 35979 833464 5972 827492 32935 55565 38180 60959 187639 639853 0 SOMO ENDOWMENT FUND INC 1001 DIAMOND RIDGE SUITE 800 JEFFERSON CITY MO 65109 201295769 501 (C) (3) 75000 CASH CAPITAL CAMPAIGN SUPPORTTRAINING FOR LIFE CAMPUS 1 0 1 X X X X 0 0 0 0 0 0 0 0 0 MARK MUSSO 128319 0 2000 0 0 0 12838 0 17318 0 160475 0 0 0 MATT LAUER MATT LAUER IS THE SON OF RAY LAUER, SOMO BOARD SECRETARY 9464 SALARY 0 X LODGING & TRANSPORTATION 10 208344 FMV X MEALS FOR EVENTS 15 24818 FMV X EQUIPMENT MAINTENANCE 3 26564 FMV X POSTAGE 1 2500 FMV X PRINTING/PRODUCTION 2 5500 FMV X SUPPLIES 17 25432 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE 990 WILL BE PROVIDED TO ALL BOARD MEMBERS, FOR REVIEW, IN THEIR BOARD PACKETS PRIOR TO THE AUGUST MEETING. THEY WILL BE GIVEN A CHANCE TO ASK QUESTIONS AT THE ACTUAL BOARD MEETING PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AT THE ANNUAL SPRING BOARD MEETING BOARD MEMBERS ARE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY. THEY ARE TO READ IT, MAKE DISCLOSURES IF NECESSARY AND SIGN IT. DISCLOSURES OF ANY CONFLICT ARE ALSO MADE ORALLY AT THE MEETING. SIGNED COPIES OF THE POLICY ARE MAINTAINED AT SOMO HEADQUARTERS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE CEO IS BASED UPON AVERAGE PEER DATA FROM A NATIONAL SPECIAL OLYMPICS CEO SALARY SURVEY. THIS NATIONAL STUDY IS DONE BI-ANNUALLY TO DETERMINE THE AVERAGE COMPENSATION OF OTHER CEOS. THE CEO THEN SHARES WITH THE SOMO EXECUTIVE COMMITTEE, WHO PRESENTS TO THE FULL BOARD FOR APPROVAL OF CEO COMPENSATION. THE CEO IS RATED ANNUALLY BY THE EXECUTIVE COMMITTEE. ALL STAFF HAVE AN ANNUAL PERFORMANCE EXPECTATION REVIEW. AT THE END OF THE YEAR, THEY ARE GRADED ON THEIR PERFORMANCE GOALS FOR THE YEAR BY THEIR SUPERVISOR. A RATING OF "BELOW EXPECTATIONS" MAY RESULT IN NO RAISE, WHILE AN "ABOVE EXPECTATIONS" MAY EARN A RAISE, DEPENDING ON THE SOMO SALARY ADMINISTRATION PLAN. THE BOARD OF DIRECTORS APPROVES THE OVERALL SALARY POOL FOR ALL STAFF ANNUALLY, AND SAID POOL IS USED TO FUND THE SALARY ADMINISTRATION PLAN ACCORDINGLY. DURING 2011, THE CEO RECEIVED A LONGEVITY AWARD OF $2,000, PER THE STAFF LONGEVITY POLICY. FORM 990, PART VI, SECTION C, LINE 18 THE CURRENT AUDIT REPORT ALONG WITH THE 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 ANNUAL FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT SOMO'S HEADQUARTERS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: PRIOR PERIOD ADJUSTMENT RELATED TO PRIOR YEAR DEFERRED REVENUE 88,900. TOTAL TO FORM 990, PART XI, LINE 5: 88,900. COMMITTEE AUDIT PROCEDURES: FORM 990 XII, LINE 2C SELECTION OF INDEPENDENT ACCOUNTANT/FIRM, IS RECOMMENDED BY THE FINANCE COMMITTEE TO THE FULL BOARD FOR APPROVAL EVERY THREE YEARS. OVERSIGHT OF THE AUDIT, BY THE AUDIT COMMITTEE, PROCESS HAS NOT CHANGED DURING THE CURRENT YEAR. SOMO ENDOWMENT FUND INC 1001 DIAMOND RIDGE SUITE 800 JEFFERSON CITY MO 65109 201295769 A SUPPORTING ORGANIZATION TO SOMO MO 501 (C) (3) 11A TYPE I 0 SPECIAL OLYMPICS INC 1133 19TH STREET NW WASHINGTON DC 20036 520889518 INTERNATIONAL ORGANIZATION DC 501 (C) (3) 7 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 SOMO ENDOWMENT FUND INC B 75000 CASH SPECIAL OLYMPICS INC C 674145 CASH