← SPECIAL OLYMPICS SOUTHERN CALIFORNIA INC

Form 990 for tax year 2022

Filed by SPECIAL OLYMPICS SOUTHERN CALIFORNIA INC.

Totals

Total revenue: $26,174,927
Total expenses: $9,472,035
Contributions and grants received: $23,767,191
Grants paid: $161,803
Program service revenue: $0
Investment income: $245,070
Other revenue: $2,162,666
Total assets, end of year: $37,505,831
Total liabilities, end of year: $2,264,570
Net assets or fund balances, end of year: $35,241,261
Program services expenses (Part IX): $7,371,386
Management and general expenses: $723,869
Fundraising expenses: $1,376,780
Program service expenses (Part III): $7,371,386

Program services were 77.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

CALVIN LYONS

PRESIDENT & CEO (LEFT 9/22)

Total calculated

$303,983

From this org

$286,392

From related orgs

$0

Other

$17,591

Hours/week

40

Schedule J breakdown matched by us

Base

$209,335

Bonus

$0

Other

$77,057

Deferred

$5,905

Nontaxable benefits

$11,686

Filer's total

$303,983
WILLIAM SHUMARD

INTERIM PRESIDENT & CEO (EFF. 10/22)

Total calculated

$283,231

From this org

$279,159

From related orgs

$0

Other

$4,072

Hours/week

40

Schedule J breakdown matched by us

Base

$112,756

Bonus

$0

Other

$166,403

Deferred

$3,865

Nontaxable benefits

$207

Filer's total

$283,231
JAN L PALCHIKOFF

SR. VP SPORTS/PROGRAMS (LEFT 10/22)

Total calculated

$243,002

From this org

$226,296

From related orgs

$0

Other

$16,706

Hours/week

40

Schedule J breakdown matched by us

Base

$139,144

Bonus

$0

Other

$87,152

Deferred

$3,732

Nontaxable benefits

$12,974

Filer's total

$243,002
WAYNE STICKNEY

VP, DEVELOPMENT

Total calculated

$150,936

From this org

$146,059

From related orgs

$0

Other

$4,877

Hours/week

40

Schedule J breakdown matched by us

Base

$146,059

Bonus

$0

Other

$0

Deferred

$4,613

Nontaxable benefits

$264

Filer's total

$150,936
JANET ROSE

SR. VP, ADMINSTRATION & CFO

Total calculated

$128,190

From this org

$123,921

From related orgs

$0

Other

$4,269

Hours/week

40
LAURA SECKEL

VP

Total calculated

$128,684

From this org

$113,319

From related orgs

$0

Other

$15,365

Hours/week

40
LAURA MAYO

COO (EFF. 9/22)

Total calculated

$117,657

From this org

$102,742

From related orgs

$0

Other

$14,915

Hours/week

40
RICHARD VILLA

CHAIRMAN

Total calculated

$0

Hours/week

1
KELLY JOHNSON

TREASURER (LEFT 10/22)

Total calculated

$0

Hours/week

1
ROGER NIEVES

TREASURER (EFF. 10/22)

Total calculated

$0

Hours/week

1
WILLIAM VOGT

SECRETARY

Total calculated

$0

Hours/week

1
ANDY BARKER

BOARD MEMBER

Total calculated

$0

Hours/week

1
AARON BATTISTA

BOARD MEMBER (LEFT 11/22)

Total calculated

$0

Hours/week

1
TROY BEETZ

BOARD MEMBER (JOINED 6/22)

Total calculated

$0

Hours/week

1
STEPHEN BOLTON

BOARD MEMBER

Total calculated

$0

Hours/week

1
JAMES BRIGGS

BOARD MEMBER (JOINED 1/22)

Total calculated

$0

Hours/week

1
AMY BRUTTO

BOARD MEMBER

Total calculated

$0

Hours/week

1
BILL BRYAN

BOARD MEMBER

Total calculated

$0

Hours/week

1
DAVID CARTER

BOARD MEMBER

Total calculated

$0

Hours/week

1
MACK CALVIN

BOARD MEMBER

Total calculated

$0

Hours/week

1
BILL CASWELL

BOARD MEMBER

Total calculated

$0

Hours/week

1
KENNY CHRISTMAS

BOARD MEMBER (JOINED 3/22)

Total calculated

$0

Hours/week

1
BLAKE CHOW

BOARD MEMBER (JOINED 1/22)

Total calculated

$0

Hours/week

1
CAMMY STARKS DUPONT

BOARD MEMBER

Total calculated

$0

Hours/week

1
KEVIN FARR

BOARD MEMBER (JOINED 1/22)

Total calculated

$0

Hours/week

1
BILL FIELDS

BOARD MEMBER

Total calculated

$0

Hours/week

1
RON FRIERSON

BOARD MEMBER (JOINED 1/22)

Total calculated

$0

Hours/week

1
TODD GOLDSTEIN

BOARD MEMBER

Total calculated

$0

Hours/week

1
BLANCA GONZALEZ

BOARD MEMBER

Total calculated

$0

Hours/week

1
JOSEPH GORIN

BOARD MEMBER

Total calculated

$0

Hours/week

1
LARRY GREEN

BOARD MEMBER

Total calculated

$0

Hours/week

1
STAN GREEN

BOARD MEMBER

Total calculated

$0

Hours/week

1
SCOTT GREGORY

BOARD MEMBER

Total calculated

$0

Hours/week

1
DAVID HALBERSTADTER

BOARD MEMBER

Total calculated

$0

Hours/week

1
LEWIS HANDELSMAN

BOARD MEMBER

Total calculated

$0

Hours/week

1
MARGIE HARRIER

BOARD MEMBER (JOINED 3/22)

Total calculated

$0

Hours/week

1
TIM HARRINGTON

BOARD MEMBER

Total calculated

$0

Hours/week

1
NEILO HARRIS

BOARD MEMBER

Total calculated

$0

Hours/week

1
TIM HEINEN

BOARD MEMBER

Total calculated

$0

Hours/week

1
VINCE HERRON

BOARD MEMBER

Total calculated

$0

Hours/week

1
MARSHA HIRANO-NAKANISHI

BOARD MEMBER

Total calculated

$0

Hours/week

1
KARA JOHNSON

BOARD MEMBER (JOINED 3/22)

Total calculated

$0

Hours/week

1
KRYSTAL JOHNSON

BOARD MEMBER

Total calculated

$0

Hours/week

1
JESSIE KERNAN

BOARD MEMBER (JOINED 1/22)

Total calculated

$0

Hours/week

1
AUDREY LEE

BOARD MEMBER

Total calculated

$0

Hours/week

1
DR R DOUGLAS MANNING

BOARD MEMBER (JOINED 1/22)

Total calculated

$0

Hours/week

1
ALAN MARTIN

BOARD MEMBER

Total calculated

$0

Hours/week

1
ROLANDA MAXIM-GOTT

BOARD MEMBER

Total calculated

$0

Hours/week

1
LISA MAZZOCCO

BOARD MEMBER (JOINED 3/22)

Total calculated

$0

Hours/week

1
MICAH OHLMAN

BOARD MEMBER

Total calculated

$0

Hours/week

1
ADAM PARRISH

BOARD MEMBER (LEFT 7/22)

Total calculated

$0

Hours/week

1
JENNIFER PETTIT

BOARD MEMBER

Total calculated

$0

Hours/week

1
ALEX POSADA

BOARD MEMBER

Total calculated

$0

Hours/week

1
KATHERINE REVOREDO

BOARD MEMBER

Total calculated

$0

Hours/week

1
CAREN ROBERSON

BOARD MEMBER

Total calculated

$0

Hours/week

1
VALERIE SEPARA RUIZ

BOARD MEMBER (JOINED 3/22)

Total calculated

$0

Hours/week

1
LARRY SEYMOUR

BOARD MEMBER

Total calculated

$0

Hours/week

1
MEREDITH SHUMARD

BOARD MEMBER

Total calculated

$0

Hours/week

1
CHRISTINE SPINO

BOARD MEMBER (JOINED 1/22)

Total calculated

$0

Hours/week

1
THOMAS STEVENS

BOARD MEMBER

Total calculated

$0

Hours/week

1
NANCY SWANSON

BOARD MEMBER

Total calculated

$0

Hours/week

1
ED TARLE

BOARD MEMBER

Total calculated

$0

Hours/week

1
ANDY TYMKIW

BOARD MEMBER

Total calculated

$0

Hours/week

1
KIMBERLY UNLAND

BOARD MEMBER

Total calculated

$0

Hours/week

1
RICK VAN KIRK

BOARD MEMBER

Total calculated

$0

Hours/week

1
JUSTIN WONG

BOARD MEMBER

Total calculated

$0

Hours/week

1
RAMIN ZOLFAGARI

BOARD MEMBER

Total calculated

$0

Hours/week

1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

3 · Compensation committee
3 · Form 990 of other organizations
3 · Compensation survey or study
3 · Approval by the board or compensation committee
4a · Severance or change-of-control payment
4c · Equity-based compensation arrangement

Answered no

4b · Supplemental nonqualified retirement plan
5a · Pay contingent on this organization's revenues
5b · Pay contingent on a related organization's revenues
6a · Pay contingent on this organization's net earnings
6b · Pay contingent on a related organization's net earnings
7 · Other non-fixed payments
8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

CLAREMONT HIGH SCHOOL CO UNIFIED CHAMPIONS PROGRAM

$9,576

SUPPORTS ACTIVITIES THAT CREATE INCLUSIVE SCHOOL COMMUNITIES FOR YOUTH WITH INTELLECTUAL DISABILITIES.
MURRIETA VALLEY HIGH SCHOOL-UCS

$8,000

SUPPORTS ACTIVITIES THAT CREATE INCLUSIVE SCHOOL COMMUNITIES FOR YOUTH WITH INTELLECTUAL DISABILITIES.
SHIVELA MIDDLE SCHOOL - UCS

$8,000

SUPPORTS ACTIVITIES THAT CREATE INCLUSIVE SCHOOL COMMUNITIES FOR YOUTH WITH INTELLECTUAL DISABILITIES.
DOROTHY MCELHINNEY MIDDLE SCHOOL - UCS

$6,750

SUPPORTS ACTIVITIES THAT CREATE INCLUSIVE SCHOOL COMMUNITIES FOR YOUTH WITH INTELLECTUAL DISABILITIES.
CHAPARRAL HIGH SCHOOL - UCS

$6,500

SUPPORTS ACTIVITIES THAT CREATE INCLUSIVE SCHOOL COMMUNITIES FOR YOUTH WITH INTELLECTUAL DISABILITIES.
TEMECULA VALLEY HIGH SCHOOL-UCS

$6,400

SUPPORTS ACTIVITIES THAT CREATE INCLUSIVE SCHOOL COMMUNITIES FOR YOUTH WITH INTELLECTUAL DISABILITIES.
MURRIETA VALLEY UNIFIED SCHOOL DISTRICT - USC

$6,200

SUPPORTS ACTIVITIES THAT CREATE INCLUSIVE SCHOOL COMMUNITIES FOR YOUTH WITH INTELLECTUAL DISABILITIES.
WARM SPRINGS MIDDLE SCHOOL - UCS

$6,100

SUPPORTS ACTIVITIES THAT CREATE INCLUSIVE SCHOOL COMMUNITIES FOR YOUTH WITH INTELLECTUAL DISABILITIES.

Provenance

Return type: form_990
Tax year: 2022
Filed: 29 September 2023
IRS schema version: 2022v5.0
Source object: 202312769349300206

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.