2023-08-30T15:04:27-05:00 2022-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990 2022-01-01 351262574 INDIANA SPECIAL OLYMPICS INC INDI 3173282000 6200 TECHNOLOGY CENTER DRIVE 105 INDIANAPOLIS IN 46278 JEFF MOHLER PRESIDENT/CEO 3173282000 2023-08-14 1 JEFF MOHLER 999009999 0 CASSE TATE P01271193 3175802000 2023-08-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEFF MOHLER 6200 TECHNOLOGY CENTER DRIVE 105 INDIANAPOLIS IN 46278 6037193 0 X WWW.SOINDIANA.ORG X 1971 IN PROVIDE OLYMPIC SPORTS TRAINING/COMPETITION FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES. 24 24 31 9500 0 0 3948059 4819636 8855 15994 584766 263873 187174 68325 4728854 5167828 248047 269212 0 0 973467 1585283 7050 0 682999 1955148 3056524 3183712 4911019 1545142 256809 12294417 11210542 551503 1232908 11742914 9977634 X TO PROVIDE YEAR-ROUND SPORTS TRAINING AND ATHLETIC COMPETITION IN A VARIETY OF OLYMPIC-TYPE SPORTS FOR CHILDREN AND ADULTS WITH INTELLECTUAL DISABILITIES, OFFERING 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 1719395 GAMES: TO ORGANIZE, OPERATE, PROMOTE AND CONDUCT ATHLETIC COMPETITION IN A VARIETY OF OLYMPIC-TYPE SPORTS FOR CHILDREN AND ADULTS WITH INTELLECTUAL DISABILITIES. SPECIAL OLYMPICS INDIANA (SOIN) PROVIDES YEAR-ROUND SPORTS TRAINING AND ATHLETIC COMPETITION IN MORE THAN 20 OLYMPIC TYPE SPORTS, REACHING MORE THAN 18,000 ATHLETES ACROSS INDIANA. 581151 TRAINING AND VOLUNTEER MANAGEMENT: SOIN PROVIDES TRAINING AND LEADERSHIP OPPORTUNITIES FOR OUR ATHLETES AND VOLUNTEERS IN A VARIETY OF WAYS, INCLUDING AN ANNUAL STATE CONFERENCE, TRAINING CAMPS, LEADERSHIP RETREATS, AND RETREATS, AND CONTINUOUS COMMUNICATION WITH OUR INCREDIBLE VOLUNTEERS. SOIN ALSO PROVIDES ONGOING TRAINING TO VOLUNTEER COACHES TO EMPOWER PEOPLE WITH INTELLECTUAL DISABILITIES TO REALIZE THEIR FULL POTENTIAL AND DEVELOP THEIR SKILLS THROUGH YEAR-ROUND SPORTS TRAINING AND COMPETITION. THE ANNUAL SOIN STATE CONFERENCE TARGETS PROGRAM LEADERS, VOLUNTEERS, COACHES, AND FAMILIES. THE STATE CONFERENCE EXISTS TO PROVIDE VALUABLE TRAINING IN SPECIAL OLYMPICS SPORTS AND PROGRAM MANAGEMENT. SOIN WOULD NOT EXIST TODAY AND COULD NOT HAVE BEEN CREATED WITHOUT THE TIME, ENERGY, COMMITMENT, AND ENTHUSIASM OF MORE THAN 9,000 SOIN VOLUNTEERS THROUGHOUT THE STATE. SOIN RELIES ON VOLUNTEERS AT ALL LEVELS OF THE SPECIAL OLYMPICS MOVEMENT TO ENSURE THAT EVERY ATHLETE IS OFFERED A QUALITY SPORTS TRAINING AND COMPETITION EXPERIENCE. 1332514 269212 15994 PROGRAM INITIATIVES: SOIN CONDUCTS ACTIVITIES DESIGNED TO PROMOTE THE GROWTH OF SPECIAL OLYMPICS PROGRAMS SO THAT THE ORGANIZATION CAN BETTER SERVE EXISTING ATHLETES AND REACH OUT TO THOSE ATHLETES WHO HAVE NOT YET HAD AN OPPORTUNITY TO PARTICIPATE IN SPECIAL OLYMPICS. THIS INCLUDES THE UNIFIED CHAMPIONS SCHOOLS PROGRAM, HEALTHY ATHLETES INITIATIVES, AND THE ATHLETE LEADERSHIP PROGRAMS. UNIFIED CHAMPIONS SCHOOLS IS A COLLABORATIVE PARTNERSHIP BETWEEN THE INDIANA HIGH SCHOOL ATHLETIC ASSOCIATION AND SPECIAL OLYMPICS INDIANA THAT PROMOTES SERVANT LEADERSHIP AMONG STUDENT ATHLETES WHILE CHANGING THEIR LIVES AS WELL AS THE LIVES OF THOSE WITH INTELLECTUAL DISABILITIES. THIS PROGRAM IS ALSO EXPANDING TO INCLUDE MIDDLE AND ELEMENTARY SCHOOL STUDENTS. UNIFIED CHAMPIONS SCHOOLS' GOAL IS TO ACTIVATE YOUTH IN AN EFFORT TO DEVELOP SCHOOL COMMUNITIES WHERE ALL YOUNG PEOPLE ARE AGENTS OF CHANGE, FOSTERING RESPECT, DIGNITY, AND ADVOCACY FOR PEOPLE WITH INTELLECTUAL DISABILITIES. THE SPECIAL OLYMPICS HEALTHY ATHLETES INITIATIVE IS DESIGNED TO HELP SPECIAL OLYMPICS ATHLETES IMPROVE THEIR HEALTH AND FITNESS. DEVELOPED IN 1996, THE MISSION OF HEALTHY ATHLETES IS TO IMPROVE EACH ATHLETE'S ABILITY TO TRAIN AND COMPETE IN SPECIAL OLYMPICS AS WELL AS LIFE. THE GOAL OF ALL HEALTHY ATHLETE INITIATIVES IS TO CREATE COMMUNITIES WHERE SPECIAL OLYMPICS ATHLETES AND OTHERS WITH INTELLECTUAL DISABILITIES HAVE THE SAME ACCESS TO HEALTH AND WELLNESS RESOURCES AND HAVE THE OPPORTUNITY TO ATTAIN THE SAME LEVEL OF GOOD HEALTH AS ALL COMMUNITY MEMBERS AND WHERE THERE IS NO "WRONG DOOR" FOR SOMEONE WITH AN INTELLECTUAL DISABILITY TO WALK THROUGH. THIS INITIATIVE INCLUDES THE FOLLOWING DISCIPLINES: HEALTHY HEARING, OPENING EYES, SPECIAL SMILES, HEALTH PROMOTION, FIT FEET, AND FUN FITNESS. ATHLETE LEADERSHIP PROGRAMS (ALPS) PROVIDE TRAINING AND SUPPORT FOR ATHLETES WHO DESIRE TO EXPAND THEIR PARTICIPATION IN SPECIAL OLYMPICS BOTH ON AND OFF THE COMPETITION FIELD. THROUGH ALPS, ATHLETES RECEIVE LEADERSHIP TRAINING AND HAVE OPPORTUNITIES TO HOLD POSITIONS OF LEADERSHIP AND INFLUENCE. IN THESE ROLES, ATHLETES HELP DETERMINE POLICY AND SET DIRECTION FOR SPECIAL OLYMPICS. ULTIMATELY, ALPS HELPS TO CREATE A "CULTURE OF WELCOME" THROUGHOUT THE ORGANIZATION AS ATHLETES ARE WELCOMED INTO THEIR LEADERSHIP ROLES AND SERVE ALONGSIDE OTHER VOLUNTEERS. 3633060 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 56 0 1 31 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IN X KAREN A KENNELLY 3173282000 6200 TECHNOLOGY CENTER DRIVE STE INDIANAPOLIS IN 46278 CARRIE LEIBERING CHAIRPERSON 3.00 X X 0 0 0 LAYLA SPANENBERG VICE CHAIR 3.00 X X 0 0 0 MARK SHERMAN TREASURER 3.00 X X 0 0 0 KRISTIN HUGHES SROUR SECRETARY 3.00 X X 0 0 0 ANITA VICTORIAN-MORROW BOARD MEMBER 2.00 X X 0 0 0 BILL BENNER BOARD MEMBER 2.00 X 0 0 0 MITCH BONAR BOARD MEMBER 2.00 X 0 0 0 PAT CARNEY BOARD MEMBER 2.00 X 0 0 0 MATT DIXON BOARD MEMBER 2.00 X 0 0 0 DEB EASTERDAY BOARD MEMBER 2.00 X 0 0 0 CICELY HART BOARD MEMBER 2.00 X 0 0 0 WILLIAM HOWARD BOARD MEMBER 2.00 X 0 0 0 VICKI JAMES BOARD MEMBER 2.00 X 0 0 0 ROB LOUTHAIN BOARD MEMBER 2.00 X 0 0 0 PAUL REIS BOARD MEMBER 2.00 X 0 0 0 DR KIMBERLY ROOP BOARD MEMBER 2.00 X 0 0 0 MELONY SALLA BOARD MEMBER 2.00 X 0 0 0 TRENT SANDIFUR BOARD MEMBER 2.00 X 0 0 0 TOMMY WALKER BOARD MEMBER 2.00 X 0 0 0 JAKE ZUPANCIC BOARD MEMBER 2.00 X 0 0 0 JOHN DICKERSON BOARD MEMBER TO 6/30/22 2.00 X 0 0 0 MARTY POSCH BOARD MEMBER TO 6/30/22 2.00 X 0 0 0 DR RICHARD SCHREINER BOARD MEMBER TO 6/30/22 2.00 X 0 0 0 BEN TROCKMAN BOARD MEMBER TO 6/30/22 2.00 X 0 0 0 MATT GOINS BOARD MEMBER TO 6/30/22 2.00 X 0 0 0 KENDRA FRANKLIN BOARD MEMBER AS OF 7/1/22 2.00 X 0 0 0 ELIJAH HAMMANS BOARD MEMBER AS OF 7/1/22 2.00 X 0 0 0 GIL PERI BOARD MEMBER AS OF 7/1/22 2.00 X 0 0 0 DOUG TODD BOARD MEMBER AS OF 7/1/22 2.00 X 0 0 0 JEFF MOHLER PRESIDENT/CEO 50.00 X 128835 0 24525 128835 0 24525 1 0 1 0 0 1377785 3441851 23942 4819636 PROGRAM INITIATIVES 900099 15994 15994 15994 128328 128328 652633 517088 135545 135545 135545 255964 1377785 248542 7422 7422 164638 103735 60903 60903 5167828 15994 0 332198 269212 269212 153360 98539 19459 35362 1191297 765451 151159 274687 20001 12851 2538 4612 121603 78134 15430 28039 99022 63626 12564 22832 20885 20885 1338 1338 23424 23424 449434 259336 129037 61061 161778 92012 1768 67998 324669 153990 54593 116086 182190 73213 82909 26068 700248 677442 7123 15683 37148 6408 23387 7353 75058 54111 10926 10021 TRAINING & COMPETITION 681657 681657 AWARDS 147710 147710 PROGRAM SUPPLIES 146403 121520 11686 13197 STATE PROGRAM ASSESMENT 76510 76510 28072 28072 4911019 3633060 594960 682999 719695 573521 607093 3456888 1172808 290459 47010 90233 527646 409408 79315 118238 9661781 5877178 6715 804025 12294417 11210542 399455 362338 152048 870570 551503 1232908 X 10724849 9843887 1018065 133747 11742914 9977634 12294417 11210542 256809 -1455742 -566347 0 X X 0 1 X 1 1 1 X 4469463 4600701 3587187 3948059 4819636 21425046 4469463 4600701 3587187 3948059 4819636 21425046 73039 21352007 115591 138336 109330 165482 128328 657067 268517 82100 157173 7422 515212 724 724 22598049 1031658 0.94490 0.93670 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 724. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1338 1338 4909681 4911019 395551 98888 0 0 395551 395551 593327 1338 1338 98888 98888 148332 3750033 291606 -486552 3555087 3148535 230000 371498 3750033 2394855 390000 363680 3148535 2087990 306865 2394855 2194811 -106821 2087990 1.00000 0.00000 0.00000 0 0 527646 409408 118238 118238 INTEREST RECEIVABLE 21185 RIGHT OF USE ASSET 782840 804025 DEFERRED INCOME 84629 RIGHT OF USE LIABILITY 785941 870570 X 3814130 -1455742 125468 -1330274 5144404 23424 23424 5167828 5013063 125468 125468 4887595 23424 23424 4911019 PART V, LINE 4: THE INVESTMENT OBJECTIVE OF THE BOARD-DESIGNATED ENDOWMENT - GENERAL FUND IS THE PRESERVATION OF PRINCIPAL AND A GROWTH RATE, AFTER DISTRIBUTION, OF THE RATE OF INFLATION MEASURED AT SEPTEMBER 30. THE INVESTMENT OBJECTIVE OF THE BOARD-DESIGNATED - COUNTY-DESIGNATED ENDOWMENT FUNDS IS THE PRESERVATION OF PRINCIPAL AMOUNTS AND A GROWTH RATE, AFTER DISTRIBUTION, OF THE RATE OF INFLATION MEASURED. IF AN INDIVIDUAL COUNTY-DESIGNATED ENDOWMENT FUND WERE TO BE DEPLETED OR REACHES A LEVEL BELOW THE MINIMUM REQUIRED TO GENERATE SUFFICIENT EARNINGS TO SUPPORT THE DESIGNATED DISBURSEMENT, THEN THE FUND WILL BE DISSOLVED, AND ANY REMAINING ASSETS ARE TRANSFERRED TO THE RESPECTIVE COUNTY'S RESERVE FUNDS. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE INTERNAL REVENUE CODE. IN ADDITION, THE ORGANIZATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED BUSINESS INCOME TAX FOR 2022 AND 2021. THE ORGANIZATION FILES U.S. FEDERAL AND STATE OF INDIANA INFORMATION TAX RETURNS. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2019. MANAGEMENT BELIEVES THAT THE ORGANIZATION'S INCOME TAX FILING POSITIONS WILL BE SUSTAINED ON AUDIT AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WILL RESULT IN MATERIAL CHANGE. POLAR PLUNGE 967508 907701 59807 6843 51296 PLANE PULL 135900 111565 24335 7879 6795 48 530341 358519 171822 1750 1042 172937 1633749 1377785 255964 1750 15764 231028 248542 7422 1 INDIANA HIGH SCHOOL ATHLETICS ASSOCIATION 9150 N MERIDIAN ST INDIANAPOLIS IN 46202 350905952 501(C)(3) 269212 0 TO USE IN THEIR UNIFIED CHAMPIONS SCHOOLS INITIATIVES 1 PART I, LINE 2: SOIN PARTNERS WITH IHSAA AND VARIOUS SCHOOL CORPORATIONS TO MONITOR THE USE OF GRANT FUNDS. IHSAA GRANTS $1,500 TO EACH HIGH SCHOOL THAT FORMS A UNIFIED TEAM AND SENDS ITS COACH THROUGH TRAINING. SOIN GRANTS $1,000 TO EACH SCHOOL CORPORATION FOR DISTRIBUTION TO ELEMENTARY AND MIDDLE SCHOOLS THAT MEET THE SAME REQUIREMENTS. SCHOOLS THEN QUALIFY TO PARTICIPATE IN SECTIONALS AND STATE COMPETITION. IHSAA OR THE RESPECTIVE SCHOOL CORPORATION DOCUMENTS THE QUALIFICATION AND PARTICIPATION OF EACH RECIPIENT AND REPORTS BACK TO SOIN. X X X 0 0 0 0 0 0 0 0 0 JEFF MOHLER PRESIDENT/CEO 128835 0 0 0 0 0 5785 0 18740 0 153360 0 0 0 PART I, LINE 3 THE BOARD CHAIR AND ONE OTHER MEMBER OF THE EXECUTIVE COMMITTEE CONDUCT AN ANNUAL PERFORMANCE REVIEW OF THE PRESIDENT/CEO AND MAKE COMPENSATION RECOMMENDATIONS FOR APPROVAL BY THE EXECUTIVE COMMITTEE OF THE BOARD. WHEN AVAILABLE, COMPENSATION STUDIES ARE USED TO PROVIDE INSIGHT INTO THE APPROPRIATE LEVEL OF COMPENSATION FOR THE PRESIDENT/CEO. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE PRESIDENT/CEO, CFO AND FINANCE COMMITTEE OF THE BOARD. THE BOARD IS PROVIDED AN OVERVIEW AND COPY OF THE FORM 990 IN ADVANCE OF ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST QUESTIONNAIRE, WHICH IS ALIGNED WITH THE POLICY, IS DISTRIBUTED TO THE BOARD AND KEY EMPLOYEES ON AN ANNUAL BASIS. ALL FORMS ARE REVIEWED BY THE PRESIDENT/CEO AND, AS NECESSARY, THE BOARD CHAIR, FOR POTENTIAL CONFLICTS. ANY POTENTIAL CONFLICTS INVOLVING THE STAFF ARE MANAGED BY THE PRESIDENT/CEO. ANY POTENTIAL CONFLICTS INVOLVING THE BOARD OR THE PRESIDENT/CEO ARE DISCUSSED WITH AND MANAGED BY THE BOARD CHAIR. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD CHAIR AND ONE OTHER MEMBER OF THE EXECUTIVE COMMITTEE CONDUCT AN ANNUAL PERFORMANCE REVIEW OF THE PRESIDENT/CEO AND MAKE COMPENSATION RECOMMENDATIONS FOR APPROVAL BY THE EXECUTIVE COMMITTEE OF THE BOARD. WHEN AVAILABLE, COMPENSATION STUDIES ARE USED TO PROVIDE INSIGHT INTO THE APPROPRIATE LEVEL OF COMPENSATION FOR THE PRESIDENT/CEO. KEY EMPLOYEES REVIEW THEIR ESTABLISHED GOALS AND PERFORMANCE WITH THE PRESIDENT/CEO ON AT LEAST AN ANNUAL BASIS. SALARY INCREASES FOR KEY EMPLOYEES ARE DETERMINED BY THE PRESIDENT/CEO BASED UPON PERFORMANCE AND APPROVED BUDGET PARAMETERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES AVAILABLE UPON REQUEST ALL DOCUMENTS REQUIRED TO BE PROVIDED FOR PUBLIC INSPECTION. FORM 990, PART XIII, LINE 2C THERE HAS BEEN NO CHANGE IN THE PROCESS FOR THE OVERSIGHT OF THE AUDIT. THE ORGANIZATION'S TREASURER AND BOARD OF DIRECTORS ARE RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR.