Form 990 for tax year 2023

Filed by SPECIAL OLYMPICS INC.

Totals

Total revenue: $152,233,363
Total expenses: $160,530,033
Contributions and grants received: $142,892,537
Grants paid: $57,897,548
Program service revenue: $5,023,587
Investment income: $3,382,430
Other revenue: $934,809
Total assets, end of year: $150,264,447
Total liabilities, end of year: $30,128,231
Net assets or fund balances, end of year: $120,136,216
Program services expenses (Part IX): $134,980,202
Management and general expenses: $7,405,582
Fundraising expenses: $18,144,249
Program service expenses (Part III): $134,980,202

Program services were 84.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1d · Related organizations

$362,869
1e · Government grants (contributions)

$47,823,459
1f · All other contributions, gifts and grants

$94,706,209
1g · Noncash contributions included above

$10,120,788
2a · Program service revenue: ACCREDITATION FEES

total $4,051,290 · related or exempt $4,051,290
2b · Program service revenue: CONFERENCES & MEETINGS

total $972,297 · related or exempt $972,297
3 · Investment income

total $5,106,464 · unrelated business -$41,416 · excluded $5,147,880
5 · Royalties

total $892,336 · excluded $892,336
7a · Gross sales of assets other than inventory

securities $5,451,850
7b · Less cost or other basis and sales expenses

securities $7,175,884
7c · Gain or loss

securities -$1,724,034
7d · Net gain or loss

total -$1,724,034 · excluded -$1,724,034
10a · Gross sales of inventory

$33,323
10b · Cost of goods sold

$0
10c · Net income from sales of inventory

total $33,323 · excluded $33,323
11a · Other revenue: OTHER INCOME

total $9,150 · excluded $9,150
11e · Other revenue, total

$9,150

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $47,231,076 · program services $47,231,076
3 · Grants to foreign organizations and individuals

total $10,666,472 · program services $10,666,472
5 · Compensation of officers, directors and key employees

total $1,783,302 · program services $743,222 · management and general $713,286 · fundraising $326,794
6 · Compensation of disqualified persons

total $115,544 · program services $115,544
7 · Other salaries and wages

total $28,738,018 · program services $24,198,700 · management and general $2,247,653 · fundraising $2,291,665
8 · Pension plan contributions

total $852,521 · program services $639,791 · management and general $114,417 · fundraising $98,313
9 · Other employee benefits

total $2,441,327 · program services $1,832,143 · management and general $327,650 · fundraising $281,534
10 · Payroll taxes

total $1,974,093 · program services $1,481,498 · management and general $264,942 · fundraising $227,653
11b · Fees: legal

total $2,402,565 · program services $1,801,924 · management and general $600,641
11c · Fees: accounting

total $328,781 · program services $108,498 · management and general $220,283
11d · Fees: lobbying

total $152,599 · program services $152,599
11e · Fees: professional fundraising services

total $8,158,339 · fundraising $8,158,339
11f · Fees: investment management

total $293,428 · program services $214,264 · management and general $79,164
11g · Fees: other

total $15,375,618 · program services $14,497,580 · management and general $878,038
12 · Advertising and promotion

total $754,761 · program services $606,876 · management and general $11,851 · fundraising $136,034
14 · Information technology

total $6,150,526 · program services $5,056,834 · management and general $418,067 · fundraising $675,625
16 · Occupancy

total $2,044,778 · program services $1,623,524 · management and general $271,782 · fundraising $149,472
17 · Travel

total $7,199,296 · program services $6,836,074 · management and general $114,553 · fundraising $248,669
22 · Depreciation, depletion and amortization

total $1,098,140 · program services $1,004,797 · management and general $93,343
23 · Insurance

total $519,418 · program services $697 · management and general $518,721
24a · Other expenses: PRINTING

total $8,271,643 · program services $4,226,393 · management and general $2,976 · fundraising $4,042,274
24b · Other expenses: POSTAGE AND SHIPPING

total $5,941,008 · program services $4,864,331 · management and general $12,193 · fundraising $1,064,484
24c · Other expenses: DONATED GOODS

total $4,190,862 · program services $4,190,862
24d · Other expenses: SUPPLIES

total $1,048,705 · program services $787,017 · management and general $140,749 · fundraising $120,939
24e · All other expenses

total $2,797,213 · program services $2,099,486 · management and general $375,273 · fundraising $322,454
26 · Joint costs (an allocation of the lines above)

total $28,087,236 · program services $14,106,438 · management and general $0 · fundraising $13,980,798

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $5,000,140 · end of year $951,119
2 · Savings and temporary cash investments

beginning of year $54,389,520 · end of year $48,378,199
3 · Pledges and grants receivable

beginning of year $12,240,970 · end of year $11,468,261
4 · Accounts receivable

beginning of year $13,371,342 · end of year $14,438,288
8 · Inventories for sale or use

beginning of year $361,372 · end of year $359,385
9 · Prepaid expenses and deferred charges

beginning of year $3,214,364 · end of year $3,042,672
10a · Land, buildings and equipment: cost or other basis

$8,560,206
10b · Land, buildings and equipment: accumulated depreciation

$7,017,625
10c · Land, buildings and equipment, net

beginning of year $3,068,244 · end of year $1,542,581
11 · Investments: publicly traded securities

beginning of year $55,022,003 · end of year $62,631,450
15 · Other assets

beginning of year $7,942,504 · end of year $7,452,492
17 · Accounts payable and accrued expenses

beginning of year $12,021,270 · end of year $14,943,684
18 · Grants payable

beginning of year $140,000 · end of year $163,299
19 · Deferred revenue

beginning of year $8,021,998 · end of year $8,724,911
25 · Other liabilities

beginning of year $7,058,022 · end of year $6,296,337
27 · Net assets without donor restrictions

beginning of year $82,370,541 · end of year $85,210,627
28 · Net assets with donor restrictions

beginning of year $44,998,628 · end of year $34,925,589

Mission and programs · 2023

Mission

SPECIAL OLYMPICS STRIVES TO CREATE A BETTER WORLD BY FOSTERING THE ACCEPTANCE AND INCLUSION OF PEOPLE OF ALL ABILITIES THROUGH SPORTS, HEALTH AND EDUCATION PROGRAMS.

Activities or mission (Part I)

THE MISSION OF SPECIAL OLYMPICS 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.

HEALTH WORKDESPITE SEVERE NEED AND HIGHER HEALTH RISKS, PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (IDD) ARE OFTEN UNABLE TO ACCESS THE QUALITY CARE THAT THEY NEED TO MAINTAIN OPTIMAL HEALTH. SPECIAL OLYMPICS HEALTH PROGRAMS PROACTIVELY ADDRESS THE HEALTH RISKS AND BARRIERS THAT INDIVIDUALS WITH IDD FACE, THROUGH PROGRAMMING THAT IS OPERATIONALIZED THROUGH FOUR FOCI - PREVENTION, ASSESSMENT, TRAINING, AND HEALTH SYSTEMS STRENGTHENING (THE P.A.T.H TO HEALTH EQUITY). IN EACH AREA, SPECIAL OLYMPICS HAS EXPANDED EXISTING PROGRAMMING AND RESOURCES, INTEGRATED RECENT TECHNOLOGY AND INNOVATIONS, AND GARNERED SUPPORT FOR CONTINUED GROWTH. WITHIN THE AREA OF PREVENTION, OVER 256,000 CHILDREN WITH AND WITHOUT IDD, BENEFITTED FROM THE YOUNG ATHLETES PROGRAM IN 2023. THIS EARLY CHILDHOOD DEVELOPMENT PROGRAM IMPROVES MOTOR SKILLS AND SOCIAL AND COGNITIVE DEVELOPMENT. IN ADDITION, A RESOURCE OF YEAR-LONG LESSON PLANS WAS DEVELOPED AND PILOTED FOR YOUNG ATHLETES, FILLING A MUCH-NEEDED GAP IN KINDERGARTEN CURRICULA. TO COMPLEMENT THESE EFFORTS, THE YOUNG ATHLETES APP UNDERWENT A ROUND OF ENHANCEMENTS AND LAUNCHED IN SIX LANGUAGES WITHIN GOOGLE PLAY AND APPLE APP STORES GLOBALLY. OVER 7,800 FAMILY MEMBERS AND ATHLETES PARTICIPATED IN 67 FAMILY HEALTH FORUMS WHERE THEY GAINED VALUABLE HEALTH EDUCATION FROM SUBJECT MATTER EXPERTS ON A RANGE OF TOPICS INCLUDING NUTRITION, DIABETES, MENTAL HEALTH, AND HEALTHY RELATIONSHIPS. SPECIAL OLYMPICS FITNESS, WHICH ENGAGES ATHLETES IN ONGOING PHYSICAL ACTIVITY, NUTRITION, AND HYDRATION PROGRAMMING, CONTINUED TO GROW SUBSTANTIALLY AND REACHED OVER 300,000 PARTICIPANTS IN 2023. THIS INTERVENTION CONTINUES TO HELP MANY ATHLETES ACHIEVE PHYSICAL ACTIVITY LEVELS GREATER THAN THE GENERAL POPULATION, REDUCE THEIR BLOOD PRESSURE LEVELS AND WEIGHT, AND ADOPT HEALTHY BEHAVIORS. WITHIN THE DOMAIN OF ASSESSMENTS, A REVISION TO SCREENING PROTOCOLS IN 2023 ENSURED THAT THE HEALTHY ATHLETES PROGRAM REMAINS ABREAST OF CLINICAL ADVANCEMENTS AND NOW INCLUDES QUESTIONS FROM NATIONAL HEALTH SURVEILLANCE INSTRUMENTS. IN ADDITION, 93,928 SCREENINGS WERE CONDUCTED WITH 61,000+ INDIVIDUAL DIGITAL RECORDS CAPTURED TO AID TRACKING FOLLOW-UP CARE, MONITORING IMPROVEMENTS IN HEALTH OUTCOMES AND SUPPORT SURVEILLANCE AND ADVOCACY EFFORTS. OVER 5,500 PAIRS OF PRESCRIPTION EYEWEAR AND 1,500 PRESCRIPTION GOGGLES WERE PROVIDED TO CORRECT ATHLETES' VISION, WHILE 300 AND ONE INDIVIDUALS HAD THEIR HEARING RESTORED THROUGH HEARING AIDS PROVIDED BY PARTNER, STARKEY CARES. DEVELOPING A WORKFORCE EQUIPPED WITH THE APPROPRIATE KNOWLEDGE, SKILLS, AND ATTITUDES TO PROVIDE QUALITY CARE TO PEOPLE WITH IDD IS CRITICAL TO REDUCING HEALTH DISPARITIES FOR THIS POPULATION. WITHIN THIS AREA OF TRAINING, OVER 14,000 CLINICIANS AND STUDENTS GAINED PRACTICUM EXPERIENCE AS PART OF THE HEALTHY ATHLETES PROGRAM IN 2023, WHILE A FURTHER 16,202 CLINICIANS AND STUDENTS WERE TRAINED THROUGH ONLINE TRAINING RESOURCES OR PROGRAM-LED INITIATIVES. DEMAND FOR ONLINE TRAINING ROSE SIGNIFICANTLY IN 2023 AS THE FIRST FIVE MODULES, INCLUSIVE HEALTH FUNDAMENTALS, WERE UPGRADED AND SOFTLY LAUNCHED IN THREE REGIONS IN THE FINAL QUARTER OF THE YEAR. IN THIS BRIEF PERIOD, OVER 750 STUDENTS FROM 25+ UNIVERSITIES COMPLETED THE FULL SET OF MODULES, WHILE HEALTH PROFESSIONALS FROM OVER 600 UNIQUE INSTITUTIONS COMPLETED MODULES THROUGH OUR PARTNERSHIP WITH HEALTHSTREAM - THE LARGEST ONLINE TRAINING PLATFORM FOR HEALTH SYSTEMS ACROSS THE US, CANADA, AND THE CARIBBEAN. WITHIN THE DOMAIN OF HEALTH SYSTEMS REFORM, SPECIAL OLYMPICS CONTINUES TO BUILD THE CASE AND TOOLS FOR INCLUSIVE HEALTH SYSTEMS AND IS A KEY PLAYER IN DISABILITY-INCLUSIVE HEALTH. IN 2023, SPECIAL OLYMPICS BEGAN WORK ON A MULTI-YEAR, MULTI-COUNTRY PROJECT KNOWN AS THE ROSEMARY COLLABORATIVE WHICH WILL GIVE RISE TO THE FIRST EVER GLOBAL REPORT ON THE HEALTH OF PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, TO BE LAUNCHED IN 2025. COUPLED WITH THE 2,500+ UNIQUE PARTNERSHIPS BEING NURTURED AT LOCAL AND COUNTRY LEVELS, AND THE GROWING CADRE OF OVER 1,000 HEALTH MESSENGERS WHO SERVED AS VOCAL ADVOCATES FOR HEALTH EQUITY IN 2023, SPECIAL OLYMPICS IS WELL POSITIONED TO ENSURE THAT THE HEALTH NEEDS OF INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES ARE ETCHED WITHIN THE GLOBAL HEALTH AGENDA. THE 2023 SPECIAL OLYMPICS WORLD GAMES SERVED AS A FITTING BACKDROP FOR THE 2023 GLOBAL GOLISANO HEALTH LEADERSHIP AWARDS EVENT. THIS EVENT HONORED THE REMARKABLE WORK OF SEVEN INDIVIDUALS AND ORGANIZATIONS FROM ACROSS THE GLOBE THAT HAVE SERVED AS CHAMPIONS OF INCLUSIVE HEALTH IN THEIR COUNTRIES. THESE INDIVIDUALS ACTIVELY IMPROVED ACCESS TO QUALITY SERVICES FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. IN ADDITION TO AWARDING ACCOLADES, SPECIAL OLYMPICS WAS THE RECIPIENT OF THE SHARECARE EMMY AWARD FOR THE SECOND CONSECUTIVE YEAR FOR THE VIDEO, "SCHOOL OF STRENGTH: CLASS IS NOW IN SESSION." THE SHARECARE AWARDS PROGRAM INSPIRES AND UPLIFTS INDIVIDUALS AND ORGANIZATIONS WHO UTILIZE MEDIA TO EMPOWER PEOPLE WORLDWIDE IN LEADING HEALTHIER LIVES. IN ADDITION, SPECIAL OLYMPICS RECEIVED THE 2023 PARDES HUMANITARIAN PRIZE IN MENTAL HEALTH BESTOWED BY THE BRAIN & BEHAVIOR RESEARCH FOUNDATION. THIS AWARD RECOGNIZES SPECIAL OLYMPICS' CONTRIBUTIONS TO ADVANCING THE UNDERSTANDING OF MENTAL HEALTH AND IMPROVING THE LIVES OF PEOPLE WHO ARE AT RISK OF OR LIVING WITH MENTAL ILLNESS.

Expenses $78,190,665 · Grants $34,544,915 · Revenue $2,645,601
PUBLIC EDUCATION AND COMMUNICATIONSAT THE END OF 2023, 151 COUNTRIES HAD ADOPTED SPECIAL OLYMPICS SCHOOL PROGRAMMING ACROSS SEVEN GLOBAL REGIONS, WITH 41 COUNTRY PROGRAMS RECEIVING DIRECT GRANT-FUNDED SUPPORT FROM SPECIAL OLYMPICS HEADQUARTERS. THIS FUNDING WAS THANKS TO THE BACKING OF SIGNIFICANT CONTRIBUTORS SUCH AS THE STAVROS NIARCHOS FOUNDATION (SNF) AND HIS HIGHNESS SHEIKH MOHAMMED BIN ZAYED AL NAHYAN, PRESIDENT OF THE U.A.E., RULER OF ABU DHABI, SUPREME COMMANDER OF THE U.A.E. ARMED FORCES (MBZ), ALONG WITH PARTNERS LIKE HASBRO. WITHIN THE UNITED STATES, UNIFIED CHAMPION SCHOOLS (UCS) BEGAN ITS 16TH YEAR OF PARTNERSHIP WITH THE OFFICE OF SPECIAL EDUCATION PROGRAMS AT THE U.S. DEPARTMENT OF EDUCATION, AND AT THE END OF 2023, SPECIAL OLYMPICS NORTH AMERICA WAS POISED TO SURPASS ITS 2024 TARGET OF 10,000 SCHOOLS, PRE-K THROUGH COLLEGE, ENGAGED ACROSS THE COUNTRY. OVER ONE MILLION YOUNG PEOPLE HAVE PARTICIPATED IN INCLUSIVE EXPERIENCES THROUGH UCS AIMED AT PROMOTING SOCIAL INCLUSION THROUGH ACTIVITIES AFFECTING SYSTEMS-WIDE CHANGE. IN 2023, UCS RECEIVED THE ESTEEMED ACADEMY CHOICE AWARD FROM HUNDRED, A GLOBAL LEADER IN EDUCATION INNOVATION. HUNDRED ANNUALLY RECOGNIZES THE TOP 100 EDUCATIONAL INNOVATIONS FROM AROUND THE WORLD, AND THE ACADEMY CHOICE AWARD IS PRESENTED TO THE TOP INNOVATION OF THE YEAR. SPECIAL OLYMPICS ALSO ORGANIZED A GROUNDBREAKING GLOBAL YOUTH LEADERSHIP SUMMIT IN BERLIN DURING THE 2023 WORLD GAMES, MARKING AN HISTORIC MILESTONE AS IT WAS ENTIRELY ORGANIZED AND LED BY THE GLOBAL YOUTH LEADERSHIP COUNCIL, COMPRISED OF YOUNG LEADERS WITH AND WITHOUT INTELLECTUAL DISABILITIES FROM ACROSS THE WORLD. THIS EVENT UNITED OVER 100 YOUNG LEADERS, CULMINATING IN THE IMPLEMENTATION OF 45 YOUTH-LED PROJECTS AND 12 YOUTH LEADERSHIP SUMMITS SPANNING OVER 40 COUNTRIES. THE CULMINATION OF THE LEAD TO INCLUDE PROJECT, MADE FEASIBLE THROUGH THE GENEROUS SUPPORT OF LANE GLOBAL YOUTH LEADERSHIP, WAS CELEBRATED AS IT WRAPPED UP ITS FINAL YEAR, ENGAGING OVER 110 SPECIAL OLYMPICS PROGRAMS THROUGH 350 YOUTH LEADERSHIP SUMMITS AND OVER 600 YOUTH-LED PROJECTS FOCUSED ON FOSTERING INCLUSION THROUGHOUT ITS FIVE-YEAR DURATION. IN ADDITION, AT THE 2023 WORLD GAMES, SPECIAL OLYMPICS UKRAINE SIGNED A PARTNERSHIP WITH PROJECT MANAGEMENT INSTITUTE EDUCATIONAL FOUNDATION (PMIEF). SPECIAL OLYMPICS UKRAINE WILL WORK WITH AN ORGANIZATION NAMED REIGNITING INCLUSION ACROSS UKRAINE DURING THE THREE-YEAR GRANT TO TRAIN AND DEVELOP COACHES AND ATHLETES ON PROGRAM MANAGEMENT AND REBUILD INCLUSIVE YOUTH PROGRAMMING ACROSS UKRAINE. SPECIAL OLYMPICS IS A GLOBAL THOUGHT LEADER WITHIN INCLUSION AND EDUCATION. THE SPECIAL OLYMPICS GLOBAL CENTER FOR INCLUSION IN EDUCATION WAS FOUNDED IN 2019 BY A GENEROUS GIFT FROM HIS HIGHNESS SHEIKH MOHAMMED BIN ZAYED AL NAHYAN, PRESIDENT OF THE U.A.E., AND SERVES AS A PLATFORM OF BEST PRACTICES FOR UNIFIED CHAMPION SCHOOLS. THE CENTER HAS LAUNCHED A GLOBAL RESEARCH COLLABORATIVE, COMPRISED OF 33 GLOBAL SCHOLARS AND ATHLETES. IN ITS SECOND YEAR, THE RESEARCH COLLABORATIVE DEVELOPED A SET OF KEY RESEARCH PRINCIPLES, PARAMETERS, AND THEMES THAT SERVE AS THE FOUNDATION FOR PUBLISHING AND EXECUTING A CONSENSUS RESEARCH AGENDA TO ADVANCE RESEARCH, PRACTICE, AND POLICY RELATED TO INCLUSION IN SPORT AND EDUCATION CONTEXTS. THE CENTER HAS CONTINUED TWO IMPORTANT PARTNERSHIPS WITH RENOWNED RESEARCH INSTITUTIONS. IN COLLABORATION WITH THE EASEL LAB AT THE HARVARD GRADUATE SCHOOL OF EDUCATION, SPECIAL OLYMPICS DEVELOPED A FRAMEWORK FOR INCLUSIVE MINDSETS AND BEHAVIORS AND SEVERAL IMPORTANT RESOURCES FOR DEVELOPING NEXT GENERATION PROGRAMMING, INCLUDING A THEORY OF CHANGE, RESEARCH BRIEF, DRAFT MEASUREMENT TOOL, CASE STUDY VIGNETTES, AND EASY-READ ONE-PAGERS. IN PARTNERSHIP WITH NORTHWESTERN UNIVERSITY, THE ORGANIZATION BEGAN ITS THIRD AND FINAL YEAR OF AN EVALUATION OF UCS ACROSS SIX COUNTRIES, CONDUCTING PRE/POST SURVEYS AND FOCUS GROUPS WITH EDUCATORS, STUDENTS, AND FAMILIES TO LEARN MORE ABOUT PROGRAM IMPACTS ON SOCIAL AND EMOTIONAL WELL-BEING, SOCIAL INCLUSION, AND SCHOOL CLIMATE AND SAFETY. BECAUSE OF THESE EFFORTS, THE CENTER HAS BEEN RECOGNIZED WITH THE ACCESS, DIVERSITY, AND INCLUSION SILVER REIMAGINE EDUCATION AWARD.

Expenses $46,967,835 · Grants $22,386,055
SPORTS TRAINING AND COMPETITIONIN 2023 SPECIAL OLYMPICS HOSTED ITS FLAGSHIP SPORT EVENT, A POST PANDEMIC CELEBRATION OF GLOBAL SPORT AND COMPETITION, THE 2023 SPECIAL OLYMPICS WORLD GAMES. THE MOVEMENT'S SPORT PARTNERSHIP WORK OFFERED UNPRECEDENTED SUPPORT AND INVOLVEMENT FROM INTERNATIONAL SPORT FEDERATIONS AT THE WORLD GAMES. MANY OF THE MOVEMENT'S SPORT FEDERATION PARTNERS ASSISTED WITH THE RECRUITMENT OF TECHNICAL OFFICIALS, STORYTELLING, AND FACILITATING CONNECTIONS BETWEEN NATIONAL FEDERATIONS AND LOCAL SPECIAL OLYMPICS PROGRAMS TO SUPPORT THE TRAINING AND PREPARATION FOR THE WORLD GAMES. AT THE BERLIN WORLD GAMES, SPECIAL OLYMPICS SIGNED NEW PARTNERSHIP AGREEMENTS WITH THE INTERNATIONAL TABLE TENNIS FEDERATION FOUNDATION, THE INTERNATIONAL CYCLING FEDERATION, THE INTERNATIONAL HOCKEY FEDERATION, AND RENEWED ITS PARTNERSHIP WITH THE INTERNATIONAL VOLLEYBALL FEDERATION. SPECIAL OLYMPICS CONTINUED ITS EFFORTS IN DEVELOPING SPORT PARTNERSHIPS AS A STRATEGIC APPROACH TO SPORT DEVELOPMENT. SPECIAL OLYMPICS RENEWED ITS AGREEMENT WITH THE INTERNATIONAL BASKETBALL FEDERATION AND WORKED CLOSELY WITH MANY PARTNERS ON VARIOUS INITIATIVES TO INCREASE AND ENHANCE THE QUALITY OF SPORT TRAINING AND COMPETITION FOR SPECIAL OLYMPICS ATHLETES. IN 2023, THE SPORT PARTNERSHIP SURVEY SHOWED OVER 1,200 PARTNERSHIPS AT THE NATIONAL, REGIONAL, AND INTERNATIONAL LEVEL, WORTH OVER USD$7.32 MILLION IN VALUE-IN-KIND ACROSS THE GLOBAL SPECIAL OLYMPICS MOVEMENT. E-LEARNING ALMOST 10,000 COACH CERTIFICATIONS WERE COMPLETED IN 2023, REPRESENTING A 37% INCREASE IN THE NUMBER OF COACHES CERTIFIED BY OUR E-LEARNING PLATFORM IN 2023. GALLAGHER COACH DEVELOPMENT INITIATIVES ACROSS 11 LOCAL SPECIAL OLYMPICS PROGRAMS IN ASIA PACIFIC REGION (JAPAN, MALAYSIA, PAKISTAN, SAMOA, AUSTRALIA, NEW ZEALAND) AND AFRICA (KENYA, NIGERIA, SOUTH AFRICA, GHANA, BURKINA FASO) 39 PARTNER ORGANIZATIONS ENGAGED 88 COACH DEVELOPERS EDUCATED COACH MENTORSHIP PROGRAM IN SPECIAL OLYMPICS PAKISTAN WITH COACH+ (JUNIOR AND SENIOR COACHING PROGRAM) 84% MENTORS REPORTED SIGNIFICANT LEARNING AND MENTAL GROWTH 91% OF MENTEES AGREED THAT THEIR MENTOR WAS A PERFECT MATCH 87% MENTEES FELT THEY HAD SIGNIFICANTLY INCREASED THEIR PROFESSIONAL SKILLS 92% OF MENTEES FELT THEY RECEIVED QUALITY FEEDBACK THEY COULD USE IN THEIR COACHING 57 COACH SEMINARS, 917 NEW COACHES TRAINED, AND 595 COACHES RECEIVED THEIR RECERTIFICATION CERTIFICATES 1,654 ONLINE COACH CERTIFICATIONS COMPLETED "I WAS WELCOMED INTO A WARM AND SUPPORTIVE COMMUNITY OF COACHES, MENTORS AND MENTEES WHO SHARE AN UNSHAKEABLE COMMITMENT TO INCLUSION AND EMPOWERMENT THROUGH SPORTS. THE PROGRAM'S STRUCTURED CURRICULUM, EXPERT GUIDANCE, AND COLLABORATIVE ATMOSPHERE GAVE ME UNPARALLELED OPPORTUNITY FOR GROWTH AND LEARNING" (MENTEE) 2023 COACH WEBINAR SERIES (CWS) SUPPORTED BY GALLAGHER 3 WEBINARS, 8 LANGUAGES, 3 ATHLETE LEADER HOSTS FROM 3 REGIONS HIGHEST ATTENDANCE- COACHING MOTOR ACTIVITY TRAINING PROGRAM (MATP) ATHLETES (483) 3,398 REGISTRATIONS REPRESENTING 1,529 UNIQUE COACHES FROM 142 COUNTRIES OVER 800 INDIVIDUALS FROM 113 COUNTRIES ATTENDED AND THOSE UNABLE TO ATTEND RECEIVED LINKS TO THE RECORDINGS 20% OF ATTENDEES WERE COACHES OUTSIDE OF SPECIAL OLYMPICS 60 SOCIAL MEDIAL POSTS; 295,130 IMPRESSIONS WOMEN IN SPORT WEBINAR SERIES (WIS) SPONSORED BY AERIE - 2 WEBINARS - 8 LANGUAGES, 2 ATHLETE LEADER HOSTS FROM 2 REGIONS THE WEBINAR SERIES NOW HAS COLLECTIVELY OVER 11,000 YOUTUBE VIEWS WITH THE 2023 CWS AND WIS SERIES ACCOUNTING FOR ALMOST 4,000 OF THESE NIKE PROJECT OVERVIEW 5 LOCAL SPECIAL OLYMPICS PROGRAMS (CHILE, GUATEMALA, SERBIA, NAMIBIA, KENYA) DEVELOPING UNIFIED FOOTBALL LEAGUES FOR FEMALE FOOTBALLERS 726 ATHLETES AND 524 UNIFIED PARTNERS ENGAGED 329 COACHES ENGAGED - WITH 144 OF THESE NEW FEMALE COACHES - RECEIVED TRAINING IN COACHING FOOTBALL AND UNIFIED SPORTS OVER 200 MATCHES PLAYED AND OVER 3,000 TRAINING HOURS ACROSS ALL 5 SPECIAL OLYMPICS PROGRAMS, ENGAGING 50 COMMUNITY AND SCHOOL ORGANIZATIONS AND SPORT CLUBS SPORT ASSISTANTS WITH IDD PILOT 2023-24 ADAPTATION OF THE LEVEL 1 SPORT ASSISTANT CURRICULUM (FIRST STEP ON COACHING PATHWAY) WAS PILOTED WITH ASPIRING COACHES WITH IDD. SPECIAL OLYMPICS PROGRAMS FROM NORTH AMERICA, LATIN AMERICA AND AFRICA PILOTED THE COURSE, SHARING FEEDBACK AND RECOMMENDATIONS. THE COURSE IS NOW IN DESIGN AND WILL BE REVIEWED AND UPDATED FOR FORMAL LAUNCH LATER IN 2024.

Expenses $9,821,702 · Grants $966,578 · Revenue $2,377,986

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

DR TIMOTHY SHRIVER

CHAIRMAN

Total calculated

$0

Hours/week

5 + 1 related
MR WILLIAM ALFORD

LEAD DIRECTOR & VICE CHAIR (12/23)

Total calculated

$0

Hours/week

6
MS LORETTA CLAIBORNE

VC, CHIEF INSPIRATION OFFICER(12/23)

Total calculated

$32,000

From this org

$32,000

From related orgs

$0

Other

$0

Hours/week

10
MR ANGELO MORATTI

VICE CHAIR (12/23)

Total calculated

$0

Hours/week

1.6
MR DALE JONES

TREASURER

Total calculated

$0

Hours/week

0.8
MR YOUSEF AL OTAIBA

DIRECTOR

Total calculated

$0

Hours/week

0.8
MR JAIME ALEMAN

DIRECTOR

Total calculated

$0

Hours/week

0.8
MS KIERA BYLAND

DIRECTOR (AS OF 06/23)

Total calculated

$0

Hours/week

0.8
DR JIM P CLEMENTS

DIRECTOR

Total calculated

$0

Hours/week

0.8
MR BART CONNER

DIRECTOR

Total calculated

$0

Hours/week

0.8
MS YOLANDA ELETA DE VARELA

DIRECTOR (12/23)

Total calculated

$0

Hours/week

0.8
DR SHI DERONG

DIRECTOR

Total calculated

$0

Hours/week

0.8
MR DIDIER DROGBA

DIRECTOR

Total calculated

$0

Hours/week

0.8
MS ANNE FINUCANE

DIRECTOR

Total calculated

$0

Hours/week

0.8
MS BENITA FITZGERALD MOSLEY

DIRECTOR

Total calculated

$0

Hours/week

0.8
MS JENNIFER FORTNER

DIRECTOR

Total calculated

$0

Hours/week

0.8
MS RONAK LAKHANI

DIRECTOR

Total calculated

$0

Hours/week

0.8
MS YANG LAN

DIRECTOR

Total calculated

$0

Hours/week

0.8
MR RAY LANE

DIRECTOR

Total calculated

$0

Hours/week

0.8
MR GLENN LYON

DIRECTOR

Total calculated

$0

Hours/week

0.8
MR HAMCHETOU MAIGA BA

DIRECTOR (01/23)

Total calculated

$0

Hours/week

0.8
DR KAROLY MIRNICS

DIRECTOR

Total calculated

$0

Hours/week

0.8
MS CAROLINA PICASSO

DIRECTOR

Total calculated

$0

Hours/week

0.8
MR SATISH PILLAI

DIRECTOR

Total calculated

$0

Hours/week

0.8
MR JAMES QUINCEY

DIRECTOR

Total calculated

$0

Hours/week

0.8
DR ELENI ROSSIDES

DIRECTOR (12/23)

Total calculated

$0

Hours/week

0.8
MR LI RUIGANG

DIRECTOR

Total calculated

$0

Hours/week

0.8
MR DAVID SABLE

DIRECTOR

Total calculated

$0

Hours/week

0.8
MS KIM SAMUEL

DIRECTOR (BEG 01/23)

Total calculated

$0

Hours/week

0.8
MR BOBBY SHRIVER

DIRECTOR

Total calculated

$0

Hours/week

0.8 + 6 related
MR MARK SHRIVER

DIRECTOR

Total calculated

$0

Hours/week

0.8
MS MARIA GABRIELA SIGALA

DIRECTOR

Total calculated

$0

Hours/week

0.8
MR CHANG-WOO SOH

DIRECTOR

Total calculated

$0

Hours/week

0.8
MS NATALIA VODIANOVA

DIRECTOR

Total calculated

$0

Hours/week

0.8
MR MIKE ZAFIROVSKI

DIRECTOR (BEG 01/23)

Total calculated

$0

Hours/week

0.8
MS MARY DAVIS

CEO & PRESIDENT

Total calculated

$552,291

From this org

$516,508

From related orgs

$0

Other

$35,783

Hours/week

40

Schedule J breakdown matched by us

Base

$484,650

Bonus

$25,000

Other

$6,858

Deferred

$25,000

Nontaxable benefits

$10,783

Filer's total

$552,291
MR BRANDON FITZGERALD

CHIEF LEGAL OFFICER & SECRETARY

Total calculated

$297,296

From this org

$272,837

From related orgs

$0

Other

$24,459

Hours/week

40

Schedule J breakdown matched by us

Base

$271,595

Bonus

$0

Other

$1,242

Deferred

$10,140

Nontaxable benefits

$14,319

Filer's total

$297,296
MS ZEHRA SAYIN

CMDO

Total calculated

$326,794

From this org

$326,794

From related orgs

$0

Other

$0

Hours/week

40

Schedule J breakdown matched by us

Base

$326,794

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$0

Filer's total

$326,794
DR JOHN DOW

CHIEF, REGIONAL & PROGRAM

Total calculated

$329,004

From this org

$304,306

From related orgs

$0

Other

$24,698

Hours/week

40

Schedule J breakdown matched by us

Base

$299,362

Bonus

$0

Other

$4,944

Deferred

$23,303

Nontaxable benefits

$1,395

Filer's total

$329,004
MR JAMES BARBEE

CFO

Total calculated

$277,919

From this org

$240,867

From related orgs

$0

Other

$37,052

Hours/week

40

Schedule J breakdown matched by us

Base

$237,462

Bonus

$0

Other

$3,405

Deferred

$9,899

Nontaxable benefits

$27,153

Filer's total

$277,919
MR STEVE BORRELLI

CHIEF HUMAN RESOURCES OFFICER

Total calculated

$290,379

From this org

$280,214

From related orgs

$0

Other

$10,165

Hours/week

40

Schedule J breakdown matched by us

Base

$246,702

Bonus

$30,000

Other

$3,512

Deferred

$9,868

Nontaxable benefits

$297

Filer's total

$290,379
MR DAVID EVANGELISTA

RPMD, SOEE

Total calculated

$302,420

From this org

$260,758

From related orgs

$0

Other

$41,662

Hours/week

40

Schedule J breakdown matched by us

Base

$232,494

Bonus

$27,500

Other

$764

Deferred

$18,461

Nontaxable benefits

$23,201

Filer's total

$302,420
MR LOUIS LAURIA

CHIEF OF GAMES AND COMPETITION

Total calculated

$275,063

From this org

$241,593

From related orgs

$0

Other

$33,470

Hours/week

40

Schedule J breakdown matched by us

Base

$238,069

Bonus

$0

Other

$3,524

Deferred

$9,897

Nontaxable benefits

$23,573

Filer's total

$275,063
MR AYMAN WAHAB

RPMD, MENA

Total calculated

$217,691

From this org

$217,691

From related orgs

$0

Other

$0

Hours/week

40

Schedule J breakdown matched by us

Base

$217,691

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$0

Filer's total

$217,691
MS FREDA FUND

RPMD, SOEA

Total calculated

$236,902

From this org

$236,902

From related orgs

$0

Other

$0

Hours/week

40

Schedule J breakdown matched by us

Base

$236,902

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$0

Filer's total

$236,902
DR ALICIA BAZZANO

FORMER CHIEF MEDICAL OFFICER (10/22)

Total calculated

$115,544

From this org

$115,544

From related orgs

$0

Other

$0

Hours/week

40

Schedule J breakdown matched by us

Base

$0

Bonus

$0

Other

$115,544

Deferred

$0

Nontaxable benefits

$0

Filer's total

$115,544

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 · Independent compensation consultant
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

Answered no

4b · Supplemental nonqualified retirement plan
4c · Equity-based compensation arrangement
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, LINE 4A: ALICIA BAZZANO - SEVERANCE PAY OF $115,544

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

SPECIAL OLYMPICS ILLINOIS

$2,068,144

PROGRAM ASSISTANCE
SPECIAL OLYMPICS TEXAS

$2,003,023

PROGRAM ASSISTANCE
SPECIAL OLYMPICS NEW YORK

$1,856,252

PROGRAM ASSISTANCE
SPECIAL OLYMPICS MICHIGAN

$1,751,018

PROGRAM ASSISTANCE
SPECIAL OLYMPICS FLORIDA

$1,705,078

PROGRAM ASSISTANCE
SPECIAL OLYMPICS PENNSYLVANIA

$1,653,975

PROGRAM ASSISTANCE
SPECIAL OLYMPICS NORTH CAROLINA

$1,634,189

PROGRAM ASSISTANCE
SPECIAL OLYMPICS SOUTHERN CALIFORNIA

$1,628,473

PROGRAM ASSISTANCE
SPECIAL OLYMPICS COLORADO

$1,449,979

PROGRAM ASSISTANCE
SPECIAL OLYMPICS OHIO

$1,379,409

PROGRAM ASSISTANCE

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

SO EUROPE EURASIA (SOEE) FOUNDATION

NGO · FUNDRAISING VEHICLE FOR SPECIAL OLYMPICS EUROPE/EURASIA · EI · controlled entity

Directly controlled by SPECIAL OLYMPICS INC
SPECIAL OLYMPICS ENTERTAINMENT CORPORATION

501(C)(3) · MANAGES PRODUCTION OF FILM PRESENTING SPECIAL OLYMPICS ATHLETES · DE · controlled entity

Directly controlled by SPECIAL OLYMPICS INC

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

SPECIAL OLYMPICS ASIA PACIFIC (LTD)

FUNDRAISING VEHICLE AND REGIONAL OFFICE FOR SPECIAL OLYMPICS ASIA PACIFIC · SN · income $1,758,075 · assets $1,007,024

Directly controlled by SPECIAL OLYMPICS INC
CHRISTMAS RECORDS TRUST

INVESTMENTS OF ROYALITY INCOME TO BENEFIT SPECIAL OLYMPICS MOVEMENT · DC · income $4,853,621 · assets $57,344,048

Directly controlled by SPECIAL OLYMPICS INC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

SPECIAL OLYMPICS COMMUNITY SERVICES LTD

C · TO RAISE FUND TO SUPPORT SPECIAL OLYMPICS PROGRAMS & ORGANISING COMMITTEES · SN · 100% owned · controlled entity

Directly controlled by SOI
SPECIAL OLYMPICS GLOBAL CENTER LIMITED

C · PUBLISHES RESEARCH AND POLICY BRIEFS ON INCLUSION IN EDUCATION · AE · 100% owned · controlled entity

Directly controlled by SOI
SPECIAL OLYMPICS MIDDLE EAST NORTH AFRICA (MENA) FZ LLC

C · FUNDRAISING VEHICLE FOR SPECIAL OLYMPICS MENA · AE · 100% owned · controlled entity

Directly controlled by SOI

Provenance

Return type: form_990
Tax year: 2023
Filed: 1 November 2024
IRS schema version: 2023v5.1
Source object: 202433109349302353

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.