2023-10-03T05:42:54-05:00 2022-12-31 951777440 GREEN HASSON & JANKS LLP 700 SOUTH FLOWER STREET SUITE 3300 LOS ANGELES CA 90017 990 2022-01-01 954538450 SPECIAL OLYMPICS SOUTHERN CALIFORNIA INC SPEC 5625021100 1600 FORBES WAY 200 LONG BEACH CA 90810 JANET ROSE CFO 5625021100 2023-09-29 1 JANET ROSE 999009999 0 LIZBETH G NEVAREZ P01399868 3108731600 2023-09-29 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KELLY POND 1600 FORBES WAY 200 LONG BEACH CA 90810 29608282 0 X WWW.SOSC.ORG X 1995 CA TO ENABLE INDIVIDUALS WITH INTELLECTUAL DISABILITIES TO LIVE BETTER LIVES THROUGH SPORTS. 57 57 65 2657 0 0 10806700 23767191 0 0 166627 245070 4003155 2162666 14976482 26174927 7555 161803 0 0 4160579 5547417 142620 95700 1376780 2442407 3667115 6753161 9472035 8223321 16702892 22014782 37505831 1432992 2264570 20581790 35241261 X THE MISSION OF SPECIAL OLYMPICS SOUTHERN CALIFORNIA IS TO PROVIDE YEAR-ROUND SPORTS TRAINING AND ATHLETIC 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. OUR VISION IS TO PROMOTE ACCEPTANCE, INCLUSION, AND WELL-BEING FOR PEOPLE WITH INTELLECTUAL DISABILITIES THROUGH SPORTS. 0 0 4496048 0 0 SPORTS AND HEALTH PROGRAMS:SPECIAL OLYMPICS SOUTHERN CALIFORNIA PROVIDES SPORTS TRAINING AND COMPETITIONS IN 12 SPORTS, HEALTH AND WELLNESS PROGRAMS, AND LEADERSHIP TRAINING TO PEOPLE WITH INTELLECTUAL DISABILITIES. ATHLETES HAVE OPPORTUNITIES TO COMPETE LOCALLY THROUGHOUT THE YEAR AND COULD EVEN COMPETE NATIONALLY AND INTERNATIONALLY.IN 2022, SOSC BEGAN ITS RETURN TO SPORTS TRAINING AND COMPETITION IN COMMUNITY PROGRAMS. THROUGH AUGUST, ATHLETES PARTICIPATED IN SPORTS SKILLS TRAINING, AS THEY HAD DURING MOST OF THE PANDEMIC, BUT THE FALL FEATURED A TRADITIONAL SEASON OF SPORTS TRAINING AND COMPETITIONS, INCLUDING THE FALL GAMES CHAMPIONSHIPS. IN THE WINTER, WE KICKED OFF A NEW SPORT: FLOORBALL. THIS SPORT REPLACED FLOOR HOCKEY AND WILL ALLOW ATHLETES TO HAVE MORE OPPORTUNITIES TO COMPETE AT USA GAMES AND WORLD GAMES. SOSC'S IMPACT IS AS STRONG AS EVER. WE CONTINUED TO BUILD UPON OUR CURRENT PROGRAMMING IN 2022. WE ADDED VIRTUAL PROGRAMMING, SUCH AS THE HEALTHY LIFESTYLE CHALLENGE; INCREASED THE NUMBER OF MEDFESTS WE HOST; PREPARED TO EXPAND UNIFIED SPORTS TO COMMUNITY PROGRAMS IN 2023; AND MORE. THE RESULTS FROM SOSC'S SPORTS AND BEYOND SPORTS PROGRAMMING ARE PROVEN. IT IMPROVES THE QUALITY OF HEALTH IN PEOPLE WITH INTELLECTUAL DISABILITIES, EMPOWERS THE ATHLETES TO LIVE MORE FULFILLING LIVES, AND CREATES MORE INCLUSIVE COMMUNITIES. 1901981 161803 0 UNIFIED CHAMPION SCHOOLS PROGRAM:SPECIAL OLYMPICS SOUTHERN CALIFORNIA'S UNIFIED CHAMPION SCHOOLS PROGRAM (UCS) IS SHAPING A GENERATION OF YOUNG PEOPLE WHO WILL LEAD US INTO A FUTURE OF INCLUSION. THE PROGRAM SPREADS ACCEPTANCE, INCLUSION, AND AN ACTIVE LIFESTYLE FOR STUDENTS WITH AND WITHOUT INTELLECTUAL DISABILITIES; REDUCES BULLYING BY 94% IN HUNDREDS OF SCHOOLS IN SOUTHERN CALIFORNIA; AND BUILDS HEALTHY HABITS.IN 2022, WE HAD 75 SCHOOLS MAKE A COMMITMENT TO CREATING A MORE INCLUSIVE AND ACCEPTING ENVIRONMENT FOR ALL STUDENTS, PARTICULARLY THOSE WITH INTELLECTUAL DISABILITIES. THIS INCLUDES THREE COMPONENTS:1. UNIFIED SPORTS IS A PROGRAM IN WHICH PEOPLE WITH INTELLECTUAL DISABILITIES (ATHLETES) AND THOSE WITHOUT (PARTNERS) TRAIN AND COMPETE TOGETHER ON SPORTS TEAMS. IT IS INSPIRED BY A SIMPLE PRINCIPLE: PLAYING TOGETHER IS A QUICK PATH TO FRIENDSHIP AND UNDERSTANDING.2. INCLUSIVE YOUTH LEADERSHIP - STUDENTS WITH AND WITHOUT INTELLECTUAL DISABILITIES WORK TOGETHER TO LEAD AND PLAN ADVOCACY, AWARENESS, AND OTHER INCLUSIVE ACTIVITIES THROUGHOUT THE SCHOOL YEAR.3. WHOLE SCHOOL ENGAGEMENT INCORPORATES AWARENESS AND EDUCATION ACTIVITIES THAT PROMOTE INCLUSION, REACH THE ENTIRE SCHOOL, AND ALIGN WITH THE UNIFIED CHAMPION SCHOOLS MISSION.THESE COMPONENTS PROVIDE THE MOST OPPORTUNITY FOR CREATING POSITIVE SCHOOL CLIMATES. THROUGH THEIR COMMITMENT TO INCLUSION AND AWARENESS, UNIFIED CHAMPION SCHOOLS ENSURE THAT ALL STUDENTS, PARTICULARLY THOSE WITH INTELLECTUAL DISABILITIES, BECOME PART OF THE SCHOOL'S SOCIAL FABRIC. 973357 0 0 SPECIAL OLYMPICS SOUTHERN CALIFORNIA'S OTHER PROGRAM COSTS INCLUDE:PUBLIC EDUCATION SOSC COMMUNICATES STRATEGICALLY TO BUILD ON SPECIAL OLYMPICS STRONG BRAND RECOGNITION, WITH THE GOAL OF BETTER EDUCATING THE PUBLIC ON OUR PROGRAMS AND MISSION. SOSC PROMOTES ITS MISSION AND PROGRAMS THROUGH A VARIETY OF MARKETING CHANNELS, INCLUDING DIRECT MAIL, PRINTED AND DIGITAL GRAPHICS, EMAIL MARKETING, SOCIAL MEDIA, TRADITIONAL MEDIA OUTREACH, CONTENT CREATION, AND MORE. THE CURRENT FOCUS HAS BEEN ON CULTIVATING SOSC'S CURRENT DATABASE OF SUPPORTERS (ATHLETES, VOLUNTEERS, DONORS, AND SPONSORS) AND NEW AUDIENCES TO REACH OUR FUNDRAISING, SPORTS & PROGRAMS, AND VOLUNTEER GOALS. ATHLETE LEADERSHIP SPECIAL OLYMPICS SOUTHERN CALIFORNIA'S ATHLETE LEADERSHIP GIVES ATHLETES OPPORTUNITIES BEYOND SPORTS TRAINING AND COMPETITION. ATHLETES CAN BECOME COACHES, OFFICIALS, TEAM CAPTAINS, SPOKESPEOPLE, BOARD OF DIRECTORS, AND COMMITTEE MEMBERS. ATHLETES HELP GUIDE THE DIRECTION OF THE MOVEMENT AND ARE ADVOCATES OF ACCEPTANCE AND INCLUSION FOR ALL.PROFESSIONAL DEVELOPMENT FOR STAFF, INCLUDING STAFF CONFERENCES PART OF SOSC'S SUCCESS IS THROUGH BUILDING A STRONG TEAM CULTURE AND ENCOURAGING EMPLOYEES TO GROW SO THEY ARE EQUIPPED WITH THE TOOLS TO ADVANCE SOSC'S SPORTS, WELLNESS, AND LEADERSHIP PROGRAMS. THIS SUPPORT OF EMPLOYEES INCLUDES YEAR-ROUND PROFESSIONAL DEVELOPMENT OPPORTUNITIES AND AN ANNUAL STAFF CONFERENCE TO DEVELOP STRATEGIC PLANS, CREATE CONSISTENCY WITHIN PROGRAM IMPLEMENTATION, PROVIDE PROFESSIONAL DEVELOPMENT, AND BUILD TEAM MORALE. RECRUITMENT VOLUNTEERS TO EMPOWER ATHLETES TO REACH THEIR GOALS ON AND OFF THE SPORTS FIELD, WE NEED TO BECOME A STAFF LEAD, VOLUNTEER DRIVEN ORGANIZATION. THE DEVASTATING IMPACT OF COVID-19 HAS AFFECTED VOLUNTEER PARTICIPATION IN SOSC'S PROGRAMMING. TO REACH MORE PEOPLE WITH INTELLECTUAL DISABILITIES, SCHOOLS, AND COMMUNITIES, WE NEED MORE COACHES AND ONGOING VOLUNTEERS. EMPLOYEES ARE DEVELOPING AND IMPLEMENTING A STRATEGIC VOLUNTEER ENGAGEMENT PLAN, WHICH INCLUDES INCREASING THE AMOUNT OF SKILLED AND CAPACITY-BUILDING ROLES FOR VOLUNTEERS WITHIN SPORTS, WELLNESS, AND LEADERSHIP PROGRAMMING AND BUILDING RESOURCES TO EMPOWER VOLUNTEERS. WITH MORE VOLUNTEERS SUPPORTING THE MISSION, WE KNOW WE CAN CONTINUE TO GROW AND SERVE MORE ATHLETES. 7371386 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 47 16 1 65 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 57 57 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X JANET ROSE SR VICE PRESIDENT ADMINISTRATION & CFO 5625021100 1600 FORBES WAY SUITE 200 LONG BEACH CA 90810 CALVIN LYONS PRESIDENT & CEO (LEFT 9/22) 40.00 0.00 X 286392 0 17591 WILLIAM SHUMARD INTERIM PRESIDENT & CEO (EFF. 10/22) 40.00 0.00 X 279159 0 4072 JAN L PALCHIKOFF SR. VP SPORTS/PROGRAMS (LEFT 10/22) 40.00 0.00 X 226296 0 16706 WAYNE STICKNEY VP, DEVELOPMENT 40.00 0.00 X 146059 0 4877 JANET ROSE SR. VP, ADMINSTRATION & CFO 40.00 0.00 X 123921 0 4269 LAURA SECKEL VP 40.00 0.00 X 113319 0 15365 LAURA MAYO COO (EFF. 9/22) 40.00 0.00 X 102742 0 14915 RICHARD VILLA CHAIRMAN 1.00 0.00 X X 0 0 0 KELLY JOHNSON TREASURER (LEFT 10/22) 1.00 0.00 X X 0 0 0 ROGER NIEVES TREASURER (EFF. 10/22) 1.00 0.00 X X 0 0 0 WILLIAM VOGT SECRETARY 1.00 0.00 X X 0 0 0 ANDY BARKER BOARD MEMBER 1.00 0.00 X 0 0 0 AARON BATTISTA BOARD MEMBER (LEFT 11/22) 1.00 0.00 X 0 0 0 TROY BEETZ BOARD MEMBER (JOINED 6/22) 1.00 0.00 X 0 0 0 STEPHEN BOLTON BOARD MEMBER 1.00 0.00 X 0 0 0 JAMES BRIGGS BOARD MEMBER (JOINED 1/22) 1.00 0.00 X 0 0 0 AMY BRUTTO BOARD MEMBER 1.00 0.00 X 0 0 0 BILL BRYAN BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID CARTER BOARD MEMBER 1.00 0.00 X 0 0 0 MACK CALVIN BOARD MEMBER 1.00 0.00 X 0 0 0 BILL CASWELL BOARD MEMBER 1.00 0.00 X 0 0 0 KENNY CHRISTMAS BOARD MEMBER (JOINED 3/22) 1.00 0.00 X 0 0 0 BLAKE CHOW BOARD MEMBER (JOINED 1/22) 1.00 0.00 X 0 0 0 CAMMY STARKS DUPONT BOARD MEMBER 1.00 0.00 X 0 0 0 KEVIN FARR BOARD MEMBER (JOINED 1/22) 1.00 0.00 X 0 0 0 BILL FIELDS BOARD MEMBER 1.00 0.00 X 0 0 0 RON FRIERSON BOARD MEMBER (JOINED 1/22) 1.00 0.00 X 0 0 0 TODD GOLDSTEIN BOARD MEMBER 1.00 0.00 X 0 0 0 BLANCA GONZALEZ BOARD MEMBER 1.00 0.00 X 0 0 0 JOSEPH GORIN BOARD MEMBER 1.00 0.00 X 0 0 0 LARRY GREEN BOARD MEMBER 1.00 0.00 X 0 0 0 STAN GREEN BOARD MEMBER 1.00 0.00 X 0 0 0 SCOTT GREGORY BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID HALBERSTADTER BOARD MEMBER 1.00 0.00 X 0 0 0 LEWIS HANDELSMAN BOARD MEMBER 1.00 0.00 X 0 0 0 MARGIE HARRIER BOARD MEMBER (JOINED 3/22) 1.00 0.00 X 0 0 0 TIM HARRINGTON BOARD MEMBER 1.00 0.00 X 0 0 0 NEILO HARRIS BOARD MEMBER 1.00 0.00 X 0 0 0 TIM HEINEN BOARD MEMBER 1.00 0.00 X 0 0 0 VINCE HERRON BOARD MEMBER 1.00 0.00 X 0 0 0 MARSHA HIRANO-NAKANISHI BOARD MEMBER 1.00 0.00 X 0 0 0 KARA JOHNSON BOARD MEMBER (JOINED 3/22) 1.00 0.00 X 0 0 0 KRYSTAL JOHNSON BOARD MEMBER 1.00 0.00 X 0 0 0 JESSIE KERNAN BOARD MEMBER (JOINED 1/22) 1.00 0.00 X 0 0 0 AUDREY LEE BOARD MEMBER 1.00 0.00 X 0 0 0 DR R DOUGLAS MANNING BOARD MEMBER (JOINED 1/22) 1.00 0.00 X 0 0 0 ALAN MARTIN BOARD MEMBER 1.00 0.00 X 0 0 0 ROLANDA MAXIM-GOTT BOARD MEMBER 1.00 0.00 X 0 0 0 LISA MAZZOCCO BOARD MEMBER (JOINED 3/22) 1.00 0.00 X 0 0 0 MICAH OHLMAN BOARD MEMBER 1.00 0.00 X 0 0 0 ADAM PARRISH BOARD MEMBER (LEFT 7/22) 1.00 0.00 X 0 0 0 JENNIFER PETTIT BOARD MEMBER 1.00 0.00 X 0 0 0 ALEX POSADA BOARD MEMBER 1.00 0.00 X 0 0 0 KATHERINE REVOREDO BOARD MEMBER 1.00 0.00 X 0 0 0 CAREN ROBERSON BOARD MEMBER 1.00 0.00 X 0 0 0 VALERIE SEPARA RUIZ BOARD MEMBER (JOINED 3/22) 1.00 0.00 X 0 0 0 LARRY SEYMOUR BOARD MEMBER 1.00 0.00 X 0 0 0 MEREDITH SHUMARD BOARD MEMBER 1.00 0.00 X 0 0 0 CHRISTINE SPINO BOARD MEMBER (JOINED 1/22) 1.00 0.00 X 0 0 0 THOMAS STEVENS BOARD MEMBER 1.00 0.00 X 0 0 0 NANCY SWANSON BOARD MEMBER 1.00 0.00 X 0 0 0 ED TARLE BOARD MEMBER 1.00 0.00 X 0 0 0 ANDY TYMKIW BOARD MEMBER 1.00 0.00 X 0 0 0 KIMBERLY UNLAND BOARD MEMBER 1.00 0.00 X 0 0 0 RICK VAN KIRK BOARD MEMBER 1.00 0.00 X 0 0 0 JUSTIN WONG BOARD MEMBER 1.00 0.00 X 0 0 0 RAMIN ZOLFAGARI BOARD MEMBER 1.00 0.00 X 0 0 0 1277888 0 77795 7 0 1 0 ADVANTAGE COLORGRAPHICS LLC PO BOX 66013 ANAHEIM CA 92816 PRINTING & FREIGHT 334484 US INTERNATIONAL MEDIA LOS ANGELES 3415 S SEPULVEDA BLVD LOS ANGELES CA 90034 TV MARKETING 175203 NETREADY SYSTEMS 251 S LAKE AVE PASADENA CA 91101 IT SERVICES 165307 MAILING SYSTEMS INC 1464 ENTERPIRSE BLVD WEST SACRAMENTO CA 95691 PRINTING & MAILING SERVICES 144259 4 1310096 15947950 6509145 52294 23767191 245070 245070 271995 1310096 271995 0 5318925 3158181 2160744 2160744 4075 3179 896 896 OTHER INCOME 900099 1026 1026 1026 26174927 0 0 2407736 161803 161803 833061 636155 64699 132207 4025703 3071137 313649 640917 64101 49413 4826 9862 296347 228442 22312 45593 328205 250439 25552 52214 326349 162049 130514 33786 5000 5000 54360 54360 25006 25006 95700 95700 296236 240572 15190 40474 23258 20433 5 2820 526178 392923 31133 102122 118383 90333 9217 18833 658568 545064 37189 76315 339047 282443 3333 53271 193431 193431 2304 2304 201083 192510 2120 6453 EVENT SUPPLIES 592351 584399 1840 6112 UNIFORMS 112102 108964 41 3097 MEALS 77006 70739 977 5290 REGISTRATION/EVENT FEES 15257 14656 97 504 101196 73177 1815 26204 9472035 7371386 723869 1376780 5251536 2461325 2875210 6824278 1559935 16503884 246833 298798 199282 199282 2030 0 11964338 10135844 1168068 114900 113634 22014782 37505831 532992 1096803 900000 0 1167767 1432992 2264570 X 19250778 22196316 1331012 13044945 20581790 35241261 22014782 37505831 16702892 -2043421 0 X 0 1 X 1 0 X 9603276 11594345 5907505 10806700 23767191 61679017 9603276 11594345 5907505 10806700 23767191 61679017 3545911 58133106 143324 195558 172154 166627 245070 922733 1505000 1864842 2029672 3986239 2160744 11546497 1137 16322 1026 18485 74166732 188711 0.78380 0.71730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1 0 0 1 0 1 25006 25006 0 PART II-B, LINE 1: THE ORGANIZATION RETAINED THE SERVICES OF CANYON SNOW CONSULTING LLC TO LOBBY ON ITS BEHALF FOR CALIFORNIA STATE FUNDING. 111745 300000 5492 26510 390727 99230 12515 111745 94566 4664 99230 83087 11479 94566 84835 -1748 83087 0.00000 0.95975 0.04025 0 0 63756 63756 0 135526 135526 0 0 LEASE LIABILITIES 1167767 1167767 X 27578562 -2043421 1604177 -439244 28017806 -1842879 -1842879 26174927 12919091 1604177 1842879 3447056 9472035 0 9472035 PART V, LINE 4: THE EARNINGS OF SOSC'S ENDOWMENT FUNDS SUPPORT THE TEAM WELLNESS PROGRAM AND THE COMPREHENSIVE CAMPAIGN FOR INCLUSION & ACCESS. PART X, LINE 2: SPECIAL OLYMPICS SOUTHERN CALIFORNIA RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. DURING THE YEAR ENDED DECEMBER 31, 2022, SPECIAL OLYMPICS SOUTHERN CALIFORNIA PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DID NOT IDENTIFY ANY MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MIGHT HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASSIFICATION OF COST OF GOODS SOLD -3,179. RECLASSIFICATION OF RAFFLE EXPENSE -1,839,700. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASSIFICATION OF COST OF GOODS SOLD 3,179. RECLASSIFICATION OF RAFFLE EXPENSE 1,839,700. X X X X X X X 1 MIRATEL SOLUTIONS INC 3-2501 STEELES AVE W TORONTO ONTARIO CA CALL CENTER FOR DREAM BIG RAFFLE 0 5318925 96083 5318925 NETZEL GRIGSBY ASSOCIATES INC PO BOX 5122 CULVER CITY CA 90231 CAMPAIGN PLANNING ASSESSMENT SERVICES 0 1219941 95700 1219941 6538866 191783 6538866 CA LETR PLANE PULL 275023 242174 32849 6725 265 1592 24267 BREAKFAST WITH CHAMPIONS 198031 197580 451 451 15 1109037 870342 238695 42176 52054 144465 1582091 1310096 271995 48901 52319 1592 169183 271995 0 5318925 1070990 247491 1839700 0 5318925 1070990 247491 1839700 3158181 2160744 CA 1 0 1 0 0.25000 0.75000 JANET ROSE SR VICE PRESIDENT ADMI 1600 FORBES WAY SUITE 200 LONG BEACH CA 90810 0 VICTORIA TRACEY SR DIRECTOR FINAN 34428 VICTORIA TRACEY, THE RAFFLE ADMINISTRATOR, IS RESPONSIBLE FOR COORDINATING AND MANAGING ALL ASPECTS OF THE DREAM RAFFLE IN ACCORDANCE WITH CALIFORNIA LAWS AND REGULATIONS GOVERNING BUSINESS PRACTICES, CHARITABLE RAFFLES, AND NON-PROFIT FUNDRAISING, INCLUDING THE REGULATIONS SET FORTH IN CALIFORNIA PENAL CODE SECTION 320. X 1 4787033 1 CLAREMONT HIGH SCHOOL CO UNIFIED CHAMPIONS PROGRAM 4532 MELISA WAY SAN DIEGO CA 92127 956002781 GOV 9576 0 SUPPORTS ACTIVITIES THAT CREATE INCLUSIVE SCHOOL COMMUNITIES FOR YOUTH WITH INTELLECTUAL DISABILITIES. MURRIETA VALLEY HIGH SCHOOL-UCS 42200 NIGHTHAWK WAY MURRIETA CA 92562 330666881 GOV 8000 0 SUPPORTS ACTIVITIES THAT CREATE INCLUSIVE SCHOOL COMMUNITIES FOR YOUTH WITH INTELLECTUAL DISABILITIES. SHIVELA MIDDLE SCHOOL - UCS 24515 LINCOLN AVENUE MURRIETA CA 92562 330666881 GOV 8000 0 SUPPORTS ACTIVITIES THAT CREATE INCLUSIVE SCHOOL COMMUNITIES FOR YOUTH WITH INTELLECTUAL DISABILITIES. DOROTHY MCELHINNEY MIDDLE SCHOOL - UCS 35125 BRIGGS RD MURRIETA CA 92563 330666881 GOV 6750 0 SUPPORTS ACTIVITIES THAT CREATE INCLUSIVE SCHOOL COMMUNITIES FOR YOUTH WITH INTELLECTUAL DISABILITIES. CHAPARRAL HIGH SCHOOL - UCS 27215 NICOLAS RD TEMECULA CA 92591 330741945 GOV 6500 0 SUPPORTS ACTIVITIES THAT CREATE INCLUSIVE SCHOOL COMMUNITIES FOR YOUTH WITH INTELLECTUAL DISABILITIES. TEMECULA VALLEY HIGH SCHOOL-UCS 31555 RANCHO VISTA RD TEMECULA CA 92592 330741945 GOV 6400 0 SUPPORTS ACTIVITIES THAT CREATE INCLUSIVE SCHOOL COMMUNITIES FOR YOUTH WITH INTELLECTUAL DISABILITIES. MURRIETA VALLEY UNIFIED SCHOOL DISTRICT - USC 41870 MCALBY COURT MURRIETA CA 92562 330666881 GOV 6200 0 SUPPORTS ACTIVITIES THAT CREATE INCLUSIVE SCHOOL COMMUNITIES FOR YOUTH WITH INTELLECTUAL DISABILITIES. WARM SPRINGS MIDDLE SCHOOL - UCS 39245 CALLE DE FOTUNA MURRIETA CA 92563 330666881 GOV 6100 0 SUPPORTS ACTIVITIES THAT CREATE INCLUSIVE SCHOOL COMMUNITIES FOR YOUTH WITH INTELLECTUAL DISABILITIES. 8 0 PART I, LINE 2: FINANCIAL SUPPORT IS PROVIDED TO SCHOOLS AND DISTRICTS TO SUPPORT THE WORK THEY HAVE OUTLINED AS PART OF THEIR ANNUAL UNIFIED CHAMPION SCHOOL WORK PLAN. FOLLOW-UP OCCURS VIA ACTIVITY REPORTS AND/OR DIRECT CONTACT WITH THE SCHOOLS AND SCHOOL DISTRICTS. X X X X 1 0 1 0 0 0 0 0 0 CALVIN LYONS PRESIDENT & CEO (LEFT 9/22) 209335 0 0 0 77057 0 5905 0 11686 0 303983 0 0 0 WILLIAM SHUMARD INTERIM PRESIDENT & CEO (EFF. 10/22) 112756 0 0 0 166403 0 3865 0 207 0 283231 0 0 0 JAN L PALCHIKOFF SR. VP SPORTS/PROGRAMS (LEFT 10/22) 139144 0 0 0 87152 0 3732 0 12974 0 243002 0 0 0 WAYNE STICKNEY VP, DEVELOPMENT 146059 0 0 0 0 0 4613 0 264 0 150936 0 0 0 PART I, LINES 4A-C CALVIN LYONS AND JAN PALCHIKOFF RECEIVED EACH A SEVERANCE PAYMENT OF $77,057 AND $87,152, RESPECTIVELY. BILL SHUMARD'S INCOME INCLUDED THE VALUE OF A SPLIT LIFE INSURANCE POLICY. THE VALUE OF THE POLICY WHEN THE ORGANIZATION TURNED IT OVER WAS $166,403. X 240 FMV X 2 7114 FMV X 7 26239 FMV X EQUIPMENT 2 9550 FMV X EVENT SUPPLIES 7 9151 FMV 0 1 1 PART I, COLUMN (B): NONCASH CONTRIBUTIONS ARE LISTED BY TOTAL NUMBER OF CONTRIBUTORS. PART I, LINE 32B: SPECIAL OLYMPICS SOUTHERN CALIORNIA HAS A MUTUAL AGREEMENT FOR A VEHICLE DONATION PROGRAM WITH ARS (AMERICAN REMARKETING SERVICE). FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPOSED OF THE FOLLOWING MEMBERS: 1) RICHARD VILLA, CHAIR 2) KELLY JOHNSON, TREASURER (LEFT 10/22) 3) ROGER NIEVES, TREASURER (JOIN 10/22) 4) WILLIAM VOGT, SECRETARY 5) CALVIN LYONS, PRESIDENT & CEO (LEFT 9/22) 6) WILLIAM SHUMARD, INTERIM PRESIDENT & CEO (JOIN 10/22) 7) JANET ROSE, CFO 8) AMIE BISIUP, ASSISTANT SECRETARY (NOT A BOARD MEMBER) 9) JOSEPH GORIN, BOARD MEMBER 10) CAREN ROBERSON, BOARD MEMBER 11) MARSHA HIRANO-NAKANISHI, BOARD MEMBER 12) RICK VAN KIRK, BOARD MEMBER 13) BLAKE CHOW, BOARD MEMBER 14) RAMIN ZOLFAGARI, BOARD MEMBER 15) DAVID HALBERSTADTER, BOARD MEMBER 16) JUSTIN WONG, BOARD MEMBER 17) TOM STEVENS, BOARD MEMBER 18) VINCE HERRON, BOARD MEMBER 19) ROB FRIEDMAN, BOARD MEMBER FORM 990, PART VI, SECTION A, LINE 2 WILLIAM SHUMARD, INTERIM CEO, AND MEREDITH BATTIN-SHUMARD, BOARD MEMBER, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS FIRST REVIEWED BY THE SVP AND CFO. A COPY IS THEN PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C QUESTIONNAIRES WITH THE LIST OF VENDORS OVER $5,000 AND DISCLOSURE FORMS ARE SENT ANNUALLY TO ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES BY THE CFO. THEY ARE TO READ IT, MAKE DISCLOSURES IF NECESSARY AND SIGN IT. THE FORMS ARE REVIEWED BY THE CFO. THE CFO'S CONFLICT OF INTEREST REPORT IS REVIEWED BY THE CEO. CONFLICTS WILL BE REVIEWED BY THE EXECUTIVE COMMITTEE. THE CFO MONITORS THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE FOR THE BOARD OF DIRECTORS REVIEWS AND APPROVES COMPENSATION (SALARY AND BENEFITS) OF THE CEO, INDEPENDENTLY, WITHOUT PARTICIPATION OF THE INTERESTED PERSON, TO ENSURE THAT IT IS JUST AND REASONABLE. THE REVIEW AND APPROVAL OCCURS AT THE TIME OF INITIAL HIRING, WHEN THEIR TERM IS RENEWED OR EXTENDED AND WHEN THE COMPENSATION IS MODIFIED. EXTERNAL COMPENSATION SURVEY DATA IS USED TO DETERMINE THE COMPENSATION OF THE CEO INDEPENDENTLY, WITHOUT THE PARTICIPATION OF INTERESTED PERSONS. WE HIRED A NEW CEO IN SEPTEMBER 2020 (CALVIN LYONS). ON OCTOBER 1, 2022 CALVIN LYONS' EMPLOYMENT WITH SOSC ENDED. BILL SHUMARD STEPPED IN AND SERVED AS INTERIM PRESIDENT & CEO UNTIL A NEW ONE WAS HIRED IN FEBRUARY 2023. FORM 990, PART VI, SECTION B, LINE 15B: WHEN OFFICERS ARE ORIGINALLY HIRED THE CEO USES COMPARABILITY DATA TO DETERMINE A REASONABLE COMPENSATION INDEPENDENTLY, WITHOUT THE PARTICIPATION OF INTERESTED PERSONS. ANY SALARY INCREASES ARE BASED ON PERFORMANCE REVIEWS. IN ADDITION, A SALARY SURVEY WAS COMPLETED IN 2022 AND INFORMATION FROM THAT SURVEY WAS USED TO DETERMINE INCREASES EFFECTIVE 1/2/23. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE: SOSC.ORG. CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.