2026-06-29T10:48:46-05:00 2025-12-31 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVENUE SUITE 300 WATERLOO IA 50703 990 2025-01-01 510176029 SPECIAL OLYMPICS IOWA INC SPEC 5159865520 551 SE DOVETAIL ROAD GRIMES IA 50111 JOHN KLIEGL PRESIDENT/CEO 5159865520 2026-06-11 1 BRIAN ARONSON P01425251 3192346885 2026-05-19 2025 2025-03-06 01:10:19Z JOHN KLIEGL 551 SE DOVETAIL ROAD GRIMES IA 50111 3461845 0 X WWW.SOIOWA.ORG X 1975 IA SPORTS TRAINING AND ATHLETIC COMPETITION FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES. 17 17 24 3748 0 0 2797846 3073431 114895 111429 235258 130252 -112701 -39236 3035298 3275876 0 0 0 0 1142234 1363787 0 0 537642 1905958 1877812 3048192 3241599 -12894 34277 4961494 5201422 207452 290751 4754042 4910671 X THE MISSION OF SPECIAL OLYMPICS IOWA IS TO PROVIDE YEAR-ROUND SPORTS TRAINING AND ATHLETIC COMPETITION IN A VARIETY OF OLYMPIC-TYPE SPORTS FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES BY GIVING THEM CONTINUING OPPORTUNITIES TO DEVELOP PHYSICAL FITNESS, DEMONSTRATE COURAGE, EXPERIENCE JOY, AND PARTICIPATE IN SHARING OF GIFTS, SKILLS, AND FRIENDSHIP WITH THEIR FAMILIES, OTHER SPECIAL OLYMPICS ATHLETES, AND THE COMMUNITY. 0 0 1713254 111429 GAMES AND COMPETITION PROVIDES OLYMPIC STYLE TRAINING AND COMPETITION IN TWENTY-THREE DIFFERENT SPORTS THROUGHT THE YEAR FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES. 628834 UNIFIED CHAMPION SCHOOLS BRINGS TOGETHER ATHLETES WITH AND WITHOUT INTELLECTUAL DISABILITIES THROUGH EDUCATION, SPORTS, AND YOUTH LEADERSHIP TO PROVIDE THEM WITH THE KNOWLEDGE, ATTITUDES AND SKILLS NECESSARY TO CREATE AND SUSTAIN SCHOOL COMMUNITIES THAT PROMOTE ACCEPTANCE AND RESPECT. 77216 HEALTHY ATHLETES IS A PROGRAM DESIGNED TO HELP SPECIAL OLYMPICS ATHLETES IMPROVE THEIR HEALTH AND FITNESS. THIS CAN LEAD TO A BETTER SPORTS EXPERIENCE AND IMPROVED WELL-BEING. ATHLETES RECEIVE A VARIETY OF HEALTH SERVICES THROUGH CLINICS CONDUCTED IN WELCOMING ENVIRONMENTS AT SPECIAL OLYMPICS COMPETITIONS. 130011 YOUNG ATHLETES PLAY DAYS ARE AN INTRODUCTION TO SPECIAL OLYMPICS. CHILDREN PARTICIPATE IN ELEVEN DIFFERENT ACTIVITIES, REPRESENTING ELEVEN DIFFERENT SPORTS OFFERED BY SPECIAL OLYMPICS. THE PROGRAM HELPS INCREASE THE YOUNG CHILDREN'S STRENGTH AND COORDINATION FOR SPORTS WHILE INTRODUCING THEM TO GROUP PLAY, COOPERATION, AND AWARENESS OF RULES.MOTOR ACTIVITY TRAINING INTRODUCE TEAM SPORTS ADAPTED FOR THE SEVERE AND PROFOUND AS WELL AS THOSE WHO ARE UNABLE TO PARTICIPATE IN THE TRADITIONAL SPECIAL OLYMPICS PROGRAMS. ACTIVITIES, SUCH AS BOCCE, RAMP BOWLING, BALLOON VOLLEYBALL, TEAM BASKETBALL, BASKETBALL SHOOT, BATTING, BALL DARTS, GOLF, SHOT PUT, RACE WALK, AND WALL PASS ARE MODIFIED TO ALLOW YOUTH AND ADULTS TO PARTICIPATE IN A TEAM OR AS AN INDIVIDUAL. VOLUNTEERS AND SWITCH ACTIVATED EQUIPMENT ARE ON SITE TO ASSIST THE ATHLETES AS THEY PARTICIPATE IN EACH EVENT.ATHLETE LEADERSHIP PROVIDES AN EDUCATION PROGRAM TO TRAIN INDIVIDUALS WITH INTELLECTUAL DISABILITIES IN LITERACY, LEADERSHIP, AND SPEAKING SKILLS. 130011 2549315 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 24 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X DAN LAWSON 7037259225 551 SE DOVETAIL ROAD PO BOX 620 GRIMES IA 50111 THOMAS CUNNINGHAM CHAIR 0.50 X X 0 0 0 MARY BUSCHER SECRETARY 0.50 X X 0 0 0 KATHLEEN RASMUSSEN TREASURER 0.50 X X 0 0 0 JASON FOLLETT VICE CHAIR 0.50 X X 0 0 0 MICHAEL BACA DIRECTOR 0.50 X 0 0 0 MATT DECKLEVER DIRECTOR 0.50 X 0 0 0 RAY DIRKSEN DIRECTOR 0.50 X 0 0 0 MATT DOUGAN DIRECTOR 0.50 X 0 0 0 CHRISTINE GOSCH DIRECTOR 0.50 X 0 0 0 PATRICK GULBRANSON DIRECTOR 0.50 X 0 0 0 RYAN JOHNSON DIRECTOR 0.50 X 0 0 0 JOLENE LENSING DIRECTOR 0.50 X 0 0 0 DEB MIDDLE DIRECTOR 0.50 X 0 0 0 MAGGIE PICKETT DIRECTOR 0.50 X 0 0 0 JOHN SCALLON DIRECTOR 0.50 X 0 0 0 LISA SPENCER DIRECTOR 0.50 X 0 0 0 DANA UHLENHOPP DIRECTOR 0.50 X 0 0 0 JOHN KLIEGL PRESIDENT/CEO 40.00 X 155098 0 29906 STUART STEFFY VICE PRESIDENT OF DEVELOPMENT 40.00 X 104060 0 13443 259158 0 43349 2 0 1 0 0 705688 680458 1687285 3073431 SPORTING EVENTS AND PR 624310 111429 111429 111429 131244 131244 62892 63884 -992 -992 -992 0 705688 109892 -109892 -109892 82849 12193 70656 70656 3275876 111429 0 91016 185004 120253 46251 18500 957945 667531 48557 241857 39166 27059 1957 10150 97906 79221 4467 14218 83766 57616 6580 19570 2643 881 881 881 25500 19635 1275 4590 5773 4024 289 1460 4115 2868 206 1041 94172 65637 4710 23825 39478 27516 1974 9988 95886 66832 4795 24259 42922 29916 2147 10859 24861 17328 1243 6290 41825 41825 134732 97856 10888 25988 60438 43896 4884 11658 EVENTS & GAME SUPPLIES 1169555 1169555 FUNDRAISING 67278 67278 68634 9866 13538 45230 3241599 2549315 154642 537642 179075 237638 2212566 2012268 63934 41968 1390 15125 84591 3010213 1482586 1574709 1527627 755182 1121249 160903 174691 4961494 5201422 131728 143885 75724 146866 207452 290751 X 4593139 4735980 160903 174691 4754042 4910671 4961494 5201422 X 34277 100523 21829 X 0 1 X 1 0 X 2815045 2592463 2810002 2797846 3073431 14088787 2815045 2592463 2810002 2797846 3073431 14088787 62213 14026574 133815 29128 86031 99687 131244 479905 70656 70656 14639348 286581 0.95810 0.96620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 160903 24710 8041 2881 174691 155602 15169 7776 2092 160903 182495 19398 44319 1972 155602 218826 3105 -27112 9642 2682 182495 202340 2092 26345 9094 2857 218826 0.79510 0.20490 1 0 230012 230012 1821314 774600 1046714 181824 132379 49445 777063 575607 201456 1527627 4971808 100523 1457268 143914 1701705 3270103 5773 5773 3275876 4815179 1457268 122085 1579353 3235826 5773 5773 3241599 PART V, LINE 4: SPECIAL OLYMPICS IOWA, INC. HAS ADOPTED A DISTRIBUTION AND SPENDING POLICY TO ENSURE ADHERENCE TO DONOR RESTRICTIONS AND TO ALLOW USE OF A PORTION OF THE ENDOWMENT TO SUPPORT THE OPERATIONS OF SPECIAL OLYMPICS IOWA, INC. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT BENEFIT TO DONORS 122,085. CHANGE IN BENEFICIAL INTEREST 21,829. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT BENEFIT TO DONORS 122,085. AMES POLAR PLUNGE 371252 371252 2144 9960 32732 TAILGATE FOR TEAMMATES 56541 56541 7202 7202 1594 14 277895 277895 14425 16196 18437 705688 705688 23771 33358 52763 109892 -109892 82849 10000 2193 1 1.00000 82849 10000 2193 12193 70656 IA 1 0 1 0 1.00000 DAN LAWSON 551 SE DOVETAIL RD PO BOX 620 GRIMES IA 50111 0 0 X X X 0 0 0 0 0 0 0 0 0 JOHN KLIEGL PRESIDENT/CEO 155098 0 0 0 0 0 6545 0 23361 0 185004 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FIRST REVIEWED IN DETAIL BY THE CEO AND DIRECTOR OF FINANCE AND THEN SUBMITTED TO THE FINANCE COMMITTEE FOR REVIEW. ONCE REVIEWED BY THE FINANCE COMMITTEE, THE FORM 990 IS PROVIDED TO THE FULL BOARD FOR THEIR APPROVAL PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST STATEMENTS ARE COMPLETED ON AN ANNUAL BASIS BY THE BOARD MEMBERS AND REVIEWED FOR ANY CONFLICTS. IF THERE IS A CONFLICT, THE BOARD MEMBER WILL NOT HAVE ANY AUTHORITY ON THE TRANSACTION OR IF IT IS MORE SUBSTANTIAL THE BOARD MEMBER MAY BE REMOVED FROM THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S SALARY IS SET AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS, WHO ARE ALL INDEPENDENT. NATIONAL EXECUTIVE SALARY INFORMATION PROVIDED BY SPECIAL OLYMPICS, INC. IS USED AS A GUIDELINE IN ESTABLISHING SALARY AND BENEFIT AMOUNTS. PUBLIC DATA AND COMPARISONS OF LIKE-KIND JOBS ARE ALSO USED TO DETERMINATION COMPENSATION. THE BOARD OF DIRECTORS, WHO ARE ALL INDEPENDENT, APPROVED A SALARY POOL FOR EMPLOYEES OF THE ORGANIZATION. THE CEO HAS THE AUTHORITY TO SET EACH EMPLOYEE'S SALARY AS LONG AS HE DOESN'T EXCEED THE APPROVED POOL AMOUNT. THE BOARD AND CEO USE SALARY COMPARISONS PROVIDED BY SPECIAL OLYMPICS, INC. AND OTHER FACTORS, SUCH AS PERFORMANCE, TO DETERMINE THE SALARIES. FORM 990, PART VI, SECTION C, LINE 18 ALL GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THESE DOCUMENTS ARE AVAILABLE FOR THE SAME PERIOD OF TIME AS DESCRIBED IN INTERNAL REVENUE CODE SECTION 6104(D) FOR OTHER PUBLIC DISCLOSURE DOCUMENTS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST 21,829.