2025-09-23T16:17:14-05:00 2024-12-31 951777440 GREEN HASSON & JANKS LLP 700 S FLOWER STREET SUITE 3300 LOS ANGELES CA 90017 990 2024-01-01 954538450 SPECIAL OLYMPICS SOUTHERN CALIFORNIA INC SPEC 5625021100 1600 FORBES WAY 200 LONG BEACH CA 90810 JANET ROSE CFO 5625021100 2025-09-22 1 1 LIZBETH G NEVAREZ P01399868 3108731600 2025-09-22 2024 2025-03-06 01:10:19Z KELLY POND 1600 FORBES WAY 200 LONG BEACH CA 90810 13637721 0 X WWW.SOSC.ORG X 1995 CA TO ENABLE INDIVIDUALS WITH INTELLECTUAL DISABILITIES TO LIVE BETTER LIVES THROUGH SPORTS. 42 42 89 9178 0 0 7732915 6603450 0 0 1067705 1297557 1579555 1912833 10380175 9813840 172966 284114 0 0 5843606 7019475 0 0 1501415 6731513 5690005 12748085 12993594 -2367910 -3179754 36904404 34423836 2409289 1882673 34495115 32541163 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 8297853 SPORTS AND HEALTH PROGRAMS:SPECIAL OLYMPICS SOUTHERN CALIFORNIA PROVIDES YEAR-ROUND SPORTS TRAINING AND COMPETITIONS FOR INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. ATHLETES HAVE OPPORTUNITIES TO COMPETE IN 12 SPORTS AT THE LOCAL AND SOUTHERN CALIFORNIA LEVEL ANNUALLY AND TO COMPETE NATIONALLY OR INTERNATIONALLY DURING YEARS IN WHICH USA GAMES OR WORLD GAMES ARE TAKING PLACE. INDIVIDUALS CAN PARTICIPATE AS YOUNG AS TWO YEARS OLD AND THROUGHOUT THEIR LIFETIMES. THROUGH THE YOUNG ATHLETES PROGRAM, ATHLETES AGED 2-7 DEVELOP THEIR MOTOR, SOCIAL, AND COGNITIVE SKILLS THROUGH FOUNDATIONAL SPORTS PLAY.SPECIAL OLYMPICS IS THE WORLD'S LARGEST PUBLIC HEALTH ORGANIZATION FOR PEOPLE WITH INTELLECTUAL DISABILITIES. THE HEALTHY ATHLETES PROGRAM PROVIDES ACCESS TO FREE HEALTH SERVICES FOR A POPULATION WITH SIGNIFICANT, UNMET HEALTH NEEDS. AT EVENTS THROUGHOUT SOUTHERN CALIFORNIA, THE ORGANIZATION OFFERS ATHLETES FREE ACCESS TO MEDICAL TEAMS ACROSS PRIMARY CARE, OPTOMETRY, PODIATRY, MENTAL HEALTH, AND MORE. THROUGHOUT THE YEAR, SPECIAL OLYMPICS SOUTHERN CALIFORNIA OFFERS FIT 5, WHICH IS A FITNESS PROGRAM DESIGNED TO HELP ATHLETES BECOME THE BEST THEY CAN BE BY CREATING HEALTHY LIFESTYLE CHANGES. THESE RESOURCES ARE AIMED AT IMPROVING AN ATHLETE'S OVERALL HEALTH THROUGH PHYSICAL ACTIVITY, NUTRITION, AND HYDRATION. SOSC ALSO OFFERS MEDFESTS, WHICH PROVIDE ATHLETES WITH PHYSICAL EXAMS; HEALTH BOOTHS; REGULAR ONLINE WORKOUTS; AND MORE.IN 2024, SOSC LAUNCHED A NEW THREE-YEAR STRATEGIC PLAN THAT HELPED GUIDE GROWTH. THE ORGANIZATION DEVELOPED 26 NEW LOCAL PROGRAMS AND UNIFIED CHAMPION SCHOOLS. THEY PROVIDED 2,739 HEALTH SCREENINGS TO ATHLETES, WHICH IS A 17% INCREASE COMPARED TO 2023. THEY ALSO UNVEILED POWER UP, WHICH IS AN INCLUSIVE, VIRTUAL WORKOUT DESIGNED FOR PEOPLE WITH AND WITHOUT INTELLECTUAL DISABILITIES. THE ORGANIZATION ACHIEVED THIS WHILE KEEPING ALL ELEMENTS OF THE SPORTS, COMPETITIONS, AND HEALTH PROGRAMS FREE OF CHARGE TO ATHLETES AND THEIR FAMILIES.SPECIAL OLYMPICS SOUTHERN CALIFORNIA CHANGES THE LIVES OF PEOPLE WITH INTELLECTUAL DISABILITIES THROUGH THE POWER OF SPORTS AND SO MUCH MORE. THROUGH ITS PROGRAMS, ATHLETES IMPROVE THEIR HEALTH AND SELF-ESTEEM AND FIND A SENSE OF BELONGING. AND BY CELEBRATING THE ATHLETES' ABILITIES, WE ARE OPENING HEARTS AND MINDS AND CREATING COMMUNITIES OF ACCEPTANCE AND INCLUSION. 1244894 284114 UNIFIED CHAMPION SCHOOLS:SPECIAL OLYMPICS SOUTHERN CALIFORNIA'S UNIFIED CHAMPION SCHOOLS (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. NINETY-ONE PERCENT OF GENERAL EDUCATION STUDENTS WHO PARTICIPATED IN SPECIAL OLYMPICS PROGRAMS REPORTED STANDING UP FOR THEIR TEAMMATES WITH INTELLECTUAL DISABILITIES, AND 94% OF UCS LIAISONS REPORTED LESS BULLYING.IN 2024, WE HAD MORE THAN 150 SCHOOLS COMMIT 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.THE ORGANIZATION CHANGES THE LIVES OF MORE THAN 100,000 STUDENTS THROUGH UCS, AND 96% OF THOSE ATHLETES EXPERIENCED IMPROVED SELF-CONFIDENCE. 817204 OTHER PROGRAM ACTIVITIES: LEADERSHIP, AWARENESS, AND COMMUNITY ENGAGEMENT:SPECIAL OLYMPICS SOUTHERN CALIFORNIA'S OTHER PROGRAM COSTS INCLUDE BROADENING OPPORTUNITIES FOR LEADERSHIP, EDUCATION, AWARENESS, AND COMMUNITY ENGAGEMENT. ATHLETE AND YOUTH LEADERSHIP PROGRAMS: SPECIAL OLYMPICS SOUTHERN CALIFORNIA PROVIDES ATHLETES WITH TRAINING TO DEVELOP THEIR LEADERSHIP SKILLS AND USE THEIR VOICES AND ABILITIES TO INSPIRE OTHERS, INFLUENCE CHANGE, AND CREATE INCLUSIVE COMMUNITIES. ATHLETES CAN BECOME COACHES, OFFICIALS, TEAM CAPTAINS, SPOKESPEOPLE, BOARD OF DIRECTORS MEMBERS, AND COMMITTEE MEMBERS. ATHLETES HELP GUIDE THE DIRECTION OF THE MOVEMENT AND ARE ADVOCATES OF ACCEPTANCE AND INCLUSION FOR ALL. IN 2024, THEY TRAINED MORE ATHLETE LEADERS THAN THEY HAVE IN THE PAST EIGHT YEARS, AND THEY CREATED FOUR NEW ATHLETE LEADERSHIP COUNCILS. PUBLIC EDUCATION AND AWARENESS: THE ORGANIZATION WORKS TO ADVOCATE AND EDUCATE TO SPREAD THE MESSAGE ABOUT THE IMPORTANCE OF INCLUSION AND THE WAYS IN WHICH IT BENEFITS THE LIVES OF EVERYONE AND OUR WORLD. WITH THE GOAL OF BETTER EDUCATING THE PUBLIC ON OUR PROGRAMS AND MISSION, THE ORGANIZATION PROMOTES ITS MISSION AND PROGRAMS THROUGH A VARIETY OF CHANNELS, INCLUDING DIRECT MAIL, PRINTED AND DIGITAL GRAPHICS, EMAIL MARKETING, SOCIAL MEDIA, TRADITIONAL MEDIA OUTREACH, CONTENT CREATION, AND MORE. PROFESSIONAL DEVELOPMENT FOR STAFF: THIS INCLUDES STAFF CONFERENCES AND TEAM TRAININGS, WHICH ARE PART OF SOSC'S SUCCESS. BY BUILDING A STRONG TEAM CULTURE AND ENCOURAGING EMPLOYEES TO GROW, THEY ARE EQUIPPED WITH THE TOOLS TO ADVANCE SOSC'S SPORTS, WELLNESS, AND LEADERSHIP PROGRAMS. THIS SUPPORT FOR 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: SOSC RECRUITS VOLUNTEERS TO EMPOWER ATHLETES TO REACH THEIR GOALS ON AND OFF THE SPORTS FIELD, BUILDING A STAFF-LED, VOLUNTEER-DRIVEN ORGANIZATION. IN 2024, SOSC GREW VOLUNTEER SUPPORT BY 123% COMPARED TO 2023. EVEN WITH THIS INCREASE, THE ORGANIZATION NEEDS MORE COACHES AND ONGOING VOLUNTEERS TO REACH MORE PEOPLE WITH INTELLECTUAL DISABILITIES, SCHOOLS, AND COMMUNITIES. EMPLOYEES ARE DEVELOPING AND IMPLEMENTING A STRATEGIC VOLUNTEER ENGAGEMENT PLAN, WHICH INCLUDES INCREASING THE NUMBER OF SKILLED AND CAPACITY-BUILDING ROLES FOR VOLUNTEERS WITHIN SPORTS, WELLNESS, AND LEADERSHIP PROGRAMMING, AS WELL AS BUILDING RESOURCES TO EMPOWER VOLUNTEERS. WITH MORE VOLUNTEERS SUPPORTING THE MISSION, WE KNOW WE CAN CONTINUE TO GROW AND SERVE MORE ATHLETES.WHILE 2024 WAS VERY IMPACTFUL, SOSC IS ALSO PREPARING FOR THE FUTURE. THEY ARE SHIFTING THEIR FUNDRAISING APPROACH TO ONE THAT IS PARTNERSHIP-BASED RATHER THAN TRANSACTIONAL. THEY PLAN TO CONSOLIDATE THEIR CUSTOMER RELATIONSHIP MANAGEMENT SOFTWARE SYSTEMS FROM THREE INTO ONE. THEY CREATED A TECHNOLOGY COMMITTEE, ACQUIRED NEW MEDIA MONITORING SOFTWARE, DEVELOPED CUTTING-EDGE COACH TRAINING VIDEOS, AND ARE IN THE PROCESS OF LAUNCHING A NEW WEBSITE. ALL OF THIS AND MORE SET THE FOUNDATION FOR CONTINUED GROWTH IN SPORTS, HEALTH, AND LEADERSHIP PROGRAMS IN THE YEARS TO COME.THE IMPACT SOSC MAKES THROUGH THE POWER OF SPORTS IS LIFE-CHANGING. WHEN THEY IMPACT ONE ATHLETE'S LIFE, IT HAS A RIPPLE EFFECT THAT POSITIVELY AFFECTS THEIR FAMILY, VOLUNTEERS, SCHOOLS, AND THE ENTIRE COMMUNITY. IN FACT, IT HELPS BUILD A MORE ACCEPTING AND INCLUSIVE WORLD, WHICH BENEFITS ALL OF US. 10359951 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 86 16 1 89 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 42 42 0 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 KELLY POND PRESIDENT & CEO 40.00 0.00 X 268779 0 14700 JANET ROSE SVP, ADMINISTRATION/CFO 40.00 0.00 X 172694 0 5723 LAURA MAYO CHIEF GROWTH OFFICER 40.00 0.00 X 159650 0 18466 BRANDON TANNER VP, DEVELOPMENT 40.00 0.00 X 143416 0 4798 JODY WATTY DIRECTOR DEVELOPMENT 40.00 0.00 X 133045 0 1291 ALLYSON LAUGHLIN VP, MARKETING & COMMUNICATIONS 40.00 0.00 X 127997 0 8459 GINA GONZALES CARBAJAL DIRECTOR DEVELOPMENT 40.00 0.00 X 122919 0 12371 MELISSA ERDMANN VP, PROGRAMS 40.00 0.00 X 117180 0 11317 AMIE BISIUP ASST. SECRETARY 40.00 0.00 X 73204 0 10469 RICHARD VILLA CHAIRMAN 1.00 0.00 X X 0 0 0 RICK VAN KIRK VICE CHAIRPERSON 1.00 0.00 X X 0 0 0 ROGER NIEVES TREASURER 1.00 0.00 X X 0 0 0 NANCY SWANSON SECRETARY 1.00 0.00 X X 0 0 0 STEPHEN BOLTON BOARD MEMBER 1.00 0.00 X 0 0 0 AMY BRUTTO BOARD MEMBER 1.00 0.00 X 0 0 0 STEVEN BUSHONG BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID CARTER BOARD MEMBER 1.00 0.00 X 0 0 0 BILL CASWELL BOARD MEMBER 1.00 0.00 X 0 0 0 NOLAN CHANG BOARD MEMBER 1.00 1.00 X 0 0 0 BLAKE CHOW BOARD MEMBER 1.00 0.00 X 0 0 0 KENNY CHRISTMAS BOARD MEMBER 1.00 0.00 X 0 0 0 BRIAN ERICKSON BOARD MEMBER 1.00 0.00 X 0 0 0 BILL FIELDS BOARD MEMBER 1.00 0.00 X 0 0 0 JOSEPH GORIN BOARD MEMBER 1.00 0.00 X 0 0 0 STAN GREEN BOARD MEMBER 1.00 1.00 X 0 0 0 SCOTT GREGORY BOARD MEMBER 1.00 1.00 X 0 0 0 DAVID HALBERSTADTER BOARD MEMBER 1.00 1.00 X 0 0 0 MARGIE HARRIER BOARD MEMBER 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 MARSHA HIRANO-NAKANISHI BOARD MEMBER 1.00 0.00 X 0 0 0 KARA JOHNSON BOARD MEMBER 1.00 0.00 X 0 0 0 KRYSTAL JOHNSON BOARD MEMBER 1.00 0.00 X 0 0 0 JESSIE KERNAN BOARD MEMBER 1.00 0.00 X 0 0 0 AUDREY LEE BOARD MEMBER 1.00 0.00 X 0 0 0 DOUG MANNING BOARD MEMBER 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 MICAH OHLMAN BOARD MEMBER 1.00 0.00 X 0 0 0 JESSICA PARKER BOARD MEMBER 1.00 1.00 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 1.00 X 0 0 0 VALERIE SEPARA RUIZ BOARD MEMBER 1.00 0.00 X 0 0 0 LARRY SEYMOUR BOARD MEMBER 1.00 0.00 X 0 0 0 CHRISTINE SPINO BOARD MEMBER 1.00 0.00 X 0 0 0 ED TARLE BOARD MEMBER 1.00 0.00 X 0 0 0 KAREN VAN KIRK BOARD MEMBER 1.00 0.00 X 0 0 0 JASON WILLIAMSON BOARD MEMBER 1.00 0.00 X 0 0 0 JUSTIN WONG BOARD MEMBER 1.00 0.00 X 0 0 0 TROY BEETZ BOARD MEMBER (LEFT 11/24) 1.00 0.00 X 0 0 0 BILL BRYAN BOARD MEMBER (LEFT 12/24) 1.00 0.00 X 0 0 0 CAMMY STARKS DUPONT BOARD MEMBER (LEFT 6/24) 1.00 0.00 X 0 0 0 BLANCA GONZALEZ BOARD MEMBER (END 11/24) 1.00 0.00 X 0 0 0 DARREN JAMISON BOARD MEMBER (END 12/24) 1.00 0.00 X 0 0 0 LISA MAZZOCCO BOARD MEMBER (END 12/24) 1.00 1.00 X 0 0 0 KIMBERLY UNLAND BOARD MEMBER (END 12/24) 1.00 0.00 X 0 0 0 1318884 0 87594 13 0 1 0 ADVANTAGE COLORGRAPHICS LLC 1600 N KRAEMER BLVD ANAHEIM CA 92816 PRINTING & FREIGHT ON DBR BROCHURES 624195 AURUM LEADERSHIP INSTITUTE 160 W VALLERI ANN RD PAULDEN AZ 86334 PROFESSIONAL DEVELOPMENT/TRAINING 319875 US INTERNATIONAL MEDIA LOS ANGELES 3415 S SEPULVEDA BLVD LOS ANGELES CA 90034 TV MARKETING DREAM BIG RAFFLE 182601 NETREADY SYSTEMS 251 S LAKE AVE PASADENA CA 91101 IT MONTHLY SERVICES 167341 TEG STAFFING SERVICES PO BOX 512126 LOS ANGELES CA 90051 STAFFING AGENCY 159440 5 1570188 10000 5023262 198068 6603450 1297557 1297557 442437 1570188 442437 0 5210077 3316978 1893099 1893099 82649 64466 18183 18183 OTHER INCOME 900099 1551 1551 1551 9813840 0 0 3210390 284114 284114 723685 558839 70483 94363 5343019 4122686 521776 698557 74443 57858 7091 9494 435830 338730 41517 55583 442498 341445 43207 57846 489189 155033 307891 26265 50226 38756 4904 6566 71285 71285 499150 454845 5570 38735 8143 3143 5000 769637 609478 40250 119909 152323 117537 14873 19913 991308 866235 52637 72436 883769 813234 1887 68648 178756 178756 12962 12962 284128 272924 3294 7910 MEALS 434520 392765 4319 37436 EVENT SUPPLIES 344076 343747 329 0 UNIFORMS 184237 108866 6480 68891 AWARDS AND RECOGNITION 65243 60363 1533 3347 271053 227635 4187 39231 12993594 10359951 1132228 1501415 671305 1399434 21792295 17182869 452283 433242 279198 428454 221469 176103 58328 45366 12204414 13789305 1303308 1011821 143273 133345 36904404 34423836 1052534 799227 5305 20400 1351450 1063046 2409289 1882673 X 26353934 29304899 8141181 3236264 34495115 32541163 36904404 34423836 -3179754 1225802 0 X X 0 1 X 1 0 X 5907505 10806700 23767191 7732915 6603450 54817761 5907505 10806700 23767191 7732915 6603450 54817761 2640095 52177666 172154 166627 245070 1067705 1297557 2949113 2029672 3986239 2160744 1555448 1893099 11625202 1137 16322 1026 10156 1551 30192 69422268 166426 0.75160 0.77360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1 0 0 1 0 1 71285 71285 0 PART II-B, LINE 1: THE ORGANIZATION RETAINED THE SERVICES OF BROWNSTEIN HYATT FARBER SCHRECK LLP TO LOBBY ON ITS BEHALF FOR CALIFORNIA STATE FUNDING. 448758 55892 504650 390727 58031 448758 111745 300000 5492 26510 390727 99230 12515 111745 94566 4664 99230 0.00000 0.74309 0.25691 0 0 63756 63756 0 157713 112347 45366 45366 LEASE LIABILITIES 1063046 1063046 X 18362856 1225802 5215928 6441730 11921126 -2107286 -2107286 9813840 20316808 5215928 2107286 7323214 12993594 0 12993594 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, 2024, 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 -64,466. RECLASSIFICATION OF RAFFLE EXPENSE -2,042,820. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASSIFICATION OF COST OF GOODS SOLD 64,466. RECLASSIFICATION OF RAFFLE EXPENSE 2,042,820. DINNER/GALA 238768 140150 98618 5388 87889 5341 IN-PERSON PLANE PULL 225004 203954 21050 21050 15 1548853 1226084 322769 33593 77822 211354 2012625 1570188 442437 38981 165711 237745 442437 0 5210077 1060000 214158 2042820 0 5210077 1060000 214158 2042820 3316978 1893099 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 38602 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 4689069 1 CLAIREMONT HIGH SCHOOL FOUNDATION 4150 UTE DRIVE SAN DIEGO CA 92117 330551164 501(C)(3) 25000 0 SUPPORTS ACTIVITIES THAT CREATE INCLUSIVE SCHOOL COMMUNITIES FOR YOUTH WITH INTELLECTUAL DISABILITIES. CLAIREMONT HIGH SCHOOL 4150 UTE DRIVE SAN DIEGO CA 92117 956002781 GOVT 17000 0 SUPPORTS ACTIVITIES THAT CREATE INCLUSIVE SCHOOL COMMUNITIES FOR YOUTH WITH INTELLECTUAL DISABILITIES. SVUSD UNIFIED SPORTS 25631 PETER A HARTMAN WAY MISSION VIEGO CA 92691 952823596 GOVT 9000 0 SUPPORTS ACTIVITIES THAT CREATE INCLUSIVE SCHOOL COMMUNITIES FOR YOUTH WITH INTELLECTUAL DISABILITIES. GARDEN GROVE UNIFIED SCHOOL DISTRICT 10331 STANFORD AVE GARDEN GROVE CA 92840 952378800 GOVT 7500 0 SUPPORTS ACTIVITIES THAT CREATE INCLUSIVE SCHOOL COMMUNITIES FOR YOUTH WITH INTELLECTUAL DISABILITIES. 4 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 X 1 0 0 0 0 0 0 0 0 KELLY POND PRESIDENT & CEO 268779 0 0 0 0 0 7462 0 7238 0 283479 0 0 0 JANET ROSE SVP, ADMINISTRATION/CFO 172694 0 0 0 0 0 5423 0 300 0 178417 0 0 0 LAURA MAYO CHIEF GROWTH OFFICER 159650 0 0 0 0 0 5062 0 13404 0 178116 0 0 0 PART I, LINE 4A JODY WATTY, DIRECTOR DEVELOPMENT, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $48,000. GINA GONZALES CARBAJAL, DIRECTOR DEVELOPMENT, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $34,722. X 42423 FMV X 39 71442 FMV X EVENT SUPPLIES 11 59368 FMV X EQUIPMENT 16 24835 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 I, LINE 19, REVENUE LESS EXPENSES: SOSC'S EXPENSES EXCEEDED REVENUE BECAUSE THE ORGANIZATION USED SURPLUS FUNDS CARRIED OVER FROM PREVIOUS YEARS. THESE SURPLUSES WERE LARGELY DUE TO STATE OF CALIFORNIA FUNDING RECEIVED IN A PRIOR YEAR, WHICH WAS INTENDED FOR USE IN CURRENT AND SUBSEQUENT YEARS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPOSED OF THE FOLLOWING MEMBERS: RICHARD VILLA, BOARD CHAIR RICK VAN KIRK, VICE CHAIR ROGER NIEVES, TREASURER NANCY SWANSON, SECRETARY KELLY POND, PRESIDENT & CEO JANET ROSE, CFO JENNIFER PETTIT, BOARD MEMBER AMIE BISIUP, ASSISTANT SECRETARY JOSEPH GORIN, BOARD MEMBER CAREN ROBERSON, BOARD MEMBER CHRISTINE SPINO, BOARD MEMBER SCOTT GREGORY, BOARD MEMBER ALAN MARTIN, BOARD MEMBER DAVID HALBERSTADTER, BOARD MEMBER JUSTIN WONG, BOARD MEMBER KAREN VAN KIRK, BOARD MEMBER ROB FRIEDMAN, WORLD GAMES LEGACY 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. COMPENSATION DATA FROM OTHER SO CHAPTERS IS USED TO DETERMINE THE COMPENSATION OF THE CEO INDEPENDENTLY, WITHOUT THE PARTICIPATION OF INTERESTED PERSONS. KELLY POND WAS HIRED IN FEBRUARY 2023 AND AT THE TIME OF HIRING THERE WAS A OFFER LETTER THAT WAS CREATED BY THE BOARD. AMOUNT OF COMPENSATION WAS DETERMINED USING INFORMATION FROM THE SALARY SURVEY THAT WAS COMPLETED AT THE END OF 2022. SALARY WAS ADJUSTED FOR 2024 BASED UPON PERFORMANCE AND COMPARISON TO CEO SALARY AT OTHER SO CHAPTERS. 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 INTER ESTED PERSONS. ANY SALARY INCREASES ARE BASED ON PERFORMANCE REVIEWS AND MARKET INFORMATION WHERE AVAILABLE. 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. FORM 990, PART XII, LINE 2C: NO PROCESSES HAVE CHANGED FROM THE PRIOR YEAR.