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Special Olympics Southern California

 1600 Forbes Way, Suite 200
 Long Beach, CA 90810
[P] (562) 502-1100
[F] --
[email protected]
Kelly Pond
 Printable 1 Page Summary
 Printable Profile
Organization DBA Special Olympics Orange County
Former Names Special Olymipcs California (1995)
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 95-4538450 00000


Mission StatementMORE »

The mission of Special Olympics is to provide year-round sports training and 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 share their gifts, skills and friendship with their families, other Special Olympics athletes and the community.

Mission Statement

The mission of Special Olympics is to provide year-round sports training and 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 share their gifts, skills and friendship with their families, other Special Olympics athletes and the community.

FinancialsMORE »

Fiscal Year 2019
Projected Expenses $11,243,177.00
Projected Revenue $11,243,177.00

ProgramsMORE »

  • Sports Training and Competition
  • Schools Program
  • Young Athletes
  • Healthy Athletes

Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Mission Statement

The mission of Special Olympics is to provide year-round sports training and 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 share their gifts, skills and friendship with their families, other Special Olympics athletes and the community.

Background Statement

Eunice Kennedy Shriver created Special Olympics in 1968 for people with intellectual disabilities to provide them with the therapeutic benefits of physical fitness and sports. That year, she organized the first International Special Olympics Games, where 1,000 athletes from the United States, Canada and France competed in the sports of Track & Field and Swimming. The first Annual Western Regional Special Olympics was held on July 26, 1969 at the Los Angeles Memorial Coliseum. More than 900 athletes from Arizona, California, Colorado, Hawaii, New Mexico, Nevada and Utah participated in the softball throw, the 50- and 300-yard dashes and 25- and 50-yard swims. With the success of this event, each western state began to formulate plans to organize its own chapter program. The California Chapter was co-founded in 1969 by Olympic Gold Medalist Rafer Johnson. In the following years, the program was expanded to include opportunities for multi-sports training, a multi-level competition structure and year-round programming. On July 1, 1995, California Special Olympics was divided into two separately incorporated Chapters -- Special Olympics Southern California and Special Olympics Northern California. This division was a first in the history of the Special Olympics movement. The change afforded each new California Chapter a dramatic opportunity to greatly expand outreach efforts and better serve the athletes in their territories. The Southern California Chapter is bounded by San Luis Obispo and Kern Counties in the north, and San Diego and Imperial Counties in the south. Orange County has been part of our movement since the beginning, growing to more than 5,640 athletes. We look forward to further expansion in Orange County, continuing to champion the vision of Eunice Kennedy Shriver, and bringing respect and positive recognition to our athletes.

Impact Statement

Special Olympics Southern California experienced tremendous growth in the last few years in our programming, especially in Orange County. A major source of expansion was through our Schools Program. By expanding our reach to new areas and schools, we are able to enroll more students with intellectual disabilities as well as engage students without intellectual disabilities as athletes and tournament volunteers. We serve 5,640 children and adults with intellectual disabilities county-wide. 

Our main goal at this time is ensuring quality and consistency for all of our programs. As we bring in younger athletes, we hope to set them on a path of success and independence in their life by building on a set of skills and abilities developed in Special Olympics. Our secondary goal is to increase coach recruitment, creating more opportunities for teams and local programs to grow and emerge. Thirdly, we strive to continue to grow awareness about our movement for the benefit of our athletes and the Orange County community as a whole.  

Needs Statement

Our first major need is for financial or in-kind support for our local Community Program. All Special Olympics programming is provided free of charge to our athletes and their families. We have many wonderful sponsors and partners throughout Orange County, providing funds and in-kind donations for our programs. However, as we grow and expand, we require additional support to be able to meet the needs of our athletes as they enter our programming.

Our second major need is for coaches. With over 4,900 athletes in Orange County and growing, we have to continue increasing our base of trained, passionate coaches to ensure all athletes can participate on a team.

The third on our list of major needs is local district partners for our Schools and Yong Athletes programs. We cannot carry out either of those programs on our own and so partners, be they community organizations or schools, are invaluable to the success of these programs. 

Fourth is our need for leadership volunteers. These individuals will serve in long-term positions and coordinate games and tournaments throughout the county.

Finally, our fifth major need is that of facility partners. One of our major expenses in sports programming is facility rentals for practices and competitions. It is a great help to receive these rentals as in-kind or at a reduced rate for our athletes.

CEO Statement

Board Chair Statement


Other Ways to Donate/Volunteer

For more information about donation and volunteer opportunities in Orange County, contact our Orange County regional office at (714) 564-8374 or our website at

Geographic Area Served

In a specific U.S. city, cities, state(s) and/or region.
Central Orange County
West Orange County
South Orange County
North Orange County
Special Olympics Orange County focuses on providing free quality sports programming to children and adults with intellectual disabilities throughout Orange County. 

Organization Categories

  1. Recreation & Sports - Special Olympics
  2. Human Services - Developmentally Disabled Services/Centers
  3. Health Care -



Sports Training and Competition

Special Olympics provides year-round sports training and competition programs to children and adults with intellectual disabilities in two seasons: spring and fall. Athletes are placed on teams based on their location, age, and ability level to ensure an equitable experience for all involved. Teams are led by volunteer coaches, trained in working with individuals with intellectual disabilities as well as in sports specific rules and modifications. Practices are held weekly for 8-12 weeks and are a time for athletes to train and hone sports skills while also learning and developing healthy living and nutrition habits.

Practices prepare athletes for competitions at the local and regional level and culminate at Southern California-wide competitions when athletes from all over our footprint compete in their sport in tournaments. These conclude with awards ceremonies in which honored guests present our athletes with medals as recognition of their hard work and incredible competition performance.

Budget  $2,270,181.00
Category  Recreation & Sports, General/Other Special Olympics Progams
Population Served People/Families with People of Developmental Disabilities
Program Short-Term Success 

In the short-term, success is defined by athletes completing the season. This is defined as attendance at practices as well as at competitions. Our goal is for 80% of athletes signed up at the beginning of the season to successfully complete practices and competitions with their team. This is a number we are able to consistently reach by providing transportation to competitions in an effort to take away barriers hindering our athletes from fully participating. Subjective measurement tools include athlete and family testimonies, coaches’ interviews and witnessing our athletes’ joy as they compete in our events. These are not measurable per say, but hold incredible value to our staff.

Program Long-Term Success  Special Olympics has been offering sports programming for 46 years in Orange County. Our long-term success is seen through continued athlete participation and skill development in our programs. We track this through sports skills assessments, the results of which are housed in our Games Management System database. Sports skills assessments are taken at the beginning, middle and end of every season by coaches and measure various relevant aspects of an athlete’s physical fitness and sports skill. By taking these assessments three times per season, we are able to see athlete growth within one season as well as progress in an athlete through multiple seasons of the same sport. Additionally, many of our athletes have been participating for a few seasons; some have been with us for 10 years or more. This is a clear long-term success as it shows that our programs warrant commitment and passion from our athletes and that we become a part of their life.
Program Success Monitored By  Success in our Sports Training and Competition programs is measured through objective and subjective means. Coaches conduct sports skill assessments at the beginning, middle and end of each season, measuring individual athletes on their fitness levels and skills. In addition, athletes and their families complete surveys at the end of each season regarding all aspects of their sporting experience that season. These surveys are compiled and used to further improve our programs and look for any problems.
Examples of Program Success 

In Orange County, one of our most passionate athletes is named Joseph. He lives in Mission Viejo and has been involved for over 12 years during which time his mother has been trained as a coach and Joseph has even coached some teams himself. When Joseph was born, doctors told his mother that it was unlikely Joseph would ever walk or develop his motor skills. Through Special Olympics sports programs, Joseph uncovered his strengths and abilities in sports, while also learning life skills of perseverance and hard work in the company of new friends. These skills have helped Joseph reach new heights of independence that doctors did not believe he could reach. Joseph currently works in the credit and debt collection department of Mission Hospital and even coaches a Special Olympics bowling team. Joseph is also a member of our Athlete Leadership Program and has learned to speak publically and be a great advocate for Special Olympics in Orange County.

Schools Program

Our Schools Program brings Special Olympics sports curriculum into schools for students with intellectual disabilities. By partnering with 17 local districts in Orange County, we have been able to provide programming for more than 4,665 students.

The program is run collaboratively by Special Olympics and local K-12 schools. Adaptive physical education teachers are trained by Special Olympics staff in our curriculum to serve as coaches. Students train for 8 – 10 weeks in the sports of track and field and basketball, culminating in School Games competitions at the end of each season.

This program not only teaches students about athletics. Students learn about healthy habits, nutrition, team work, personal responsibility, and adaptability. These skills provide a foundation of lifetime learning that increases their chances of employment and independent living. By also engaging students without disabilities in our programs, we cultivate an inclusive community on school campuses and help to curb bullying.

Budget  $410,000.00
Category  Education, General/Other Extracurricular Sports
Population Served People/Families with People of Developmental Disabilities Children and Youth (0 - 19 years)
Program Short-Term Success  Student’s successes in their athletic performance are tracked by teachers during qualifying rounds at their schools. In order to properly division students for school games competitions, we must have accurate indicators of each athlete’s ability level. This ensures that competition is fair and equitable for all involved. For many athletes, this is the first time they have been able to shine. Our programs serve to increase not only physical health and well-being, but also athletes’ confidence and social skills as they work with their teams to succeed. The Schools Program also serves to cultivate a culture of acceptance and tolerance in schools by engaging disabled and non-disabled students. By forming friendships with athletes at their school, our non-disabled student volunteers learn the adverse effects of bullying and can take a stand against it, a paradigm shift that affects our athletes as well as all other students at the school that are victims of bullying.
Program Long-Term Success 

A study from Yale School of Business found that Special Olympics athletes were twice as likely to be employed than their peers with that did not participate in Special Olympics. Our athlete’s definition of success looks different from their non-disabled peers and by learning these life skills from a young age, we are setting them on a path to achieving their versions of success. There is an important connection between children’s physical fitness and their academic performance. Success in school is another factor that can shape our athletes for a more independent life as adults. Together, these provide students a foundation for a successful future. Our hope for athletes in the Schools Program is that their involvement with Special Olympics does not end when they graduate from school, but that they are life-long participants and have a smooth transition into our community based programs and reap the benefits for years to come.

Program Success Monitored By 

Our Schools Program is evaluated through various methods. Surveys are given to teachers, school administrators, and family members involved with the program at the end of each season. This survey provides us insight into perspectives from all angles of our program and provides feedback for the following year. Parents are able to report any progress they have seen in their specific athletes. Teachers and administrators are able to relay feedback from an administrative perspective about program design and implementation.

Another measurement of success is commitment to participate from school districts. This is based on return sign ups of districts each school year. So far, we have a 100% return enrollment rate for Orange County schools. This measure is especially important because it tells us that the schools view the this program as an important tool and Special Olympics as an essential partner in serving the physical and emotional needs of their students with intellectual disabilities.

Examples of Program Success 

At a recent school games event, our sports manager met a parent of an athlete. On the outset, this mother had a somber look on her face. Our sports manager figured something negative had happened to her child or that she was unhappy. Her story was quite the opposite. Before school games, her son had not been included in sports or other activities with classmates. She had never seen her son so happy and or seen so many people there to cheer him on. She confessed that she simply did not believe it was possible that her son could play basketball like he did. She said, “This is the best day we have had in a long, long time.” School games not only changed her son’s life, but also empowered her in her job as the mother of a special needs son.

Young Athletes

The Young Athletes program is designed to train children ages 2- to 7-years with and without intellectual disabilities in development skills and fundamentals for participation in sports. These skills include dexterity, flexibility, agility, and balance as well as general mobility. During the nteractive sessions, children are taught how to throw a ball, hold their balance, or do a jumping jack. Many children with intellectual disabilities have not mastered these skills and by learning them while they are in a key developmental period, they are able to retain and apply them for years to come. Orange County piloted the program in 2010 in partnership with the Anaheim Unified School District. Today we serve more than 1,200 students. Twice a year, we host a Young Athletes demonstration where parents are invited to cheer on their athletes as they show off the skills they’ve learned in the program.
Budget  $62,785.00
Category  Recreation & Sports, General/Other Special Olympics Progams
Population Served People/Families with People of Developmental Disabilities Infants to Preschool (under age 5) Children Only (5 - 14 years)
Program Short-Term Success  Short-term successes are seen in the progress of our young athletes. One form of success would be seeing increased motor development in participating athletes. This is a key developmental period and it is our goal that our program would facilitate growth in skills relating to sports but also related to everyday life. The second form of success relates to the joining of athletes with and without disabilities. By forming friendships during the program, we hope that the differences between those with and without intellectual disabilities would become irrelevant for a generation of children. We hope that these children grow up being loving and accepting of those that are different from them and that this shift would start during our program.
Program Long-Term Success  As a relatively new program, long term successes have not yet been observed. The goal we have for athletes participating in the program is that they are able to transition into another Special Olympics program, be it traditional sports training or school programming. This would provide them a seamless continuum of care and consistent physical exercise and sports participation, setting them up for a happy and healthy life.
Program Success Monitored By  Success will be measured in terms of enrollment growth. Serving young athletes between ages 2-7-years, we seek to increase their motor skills and introduce them to the physical activities that are utilized in sports, speeding up their development and setting them up for success in the future. Success will be measured by increased numbers of athletes participating and each of those athletes gaining skills and confidence through our curriculum.
Examples of Program Success 
Young Athletes began in a single classroom at Olive Elementary School in Anaheim through the efforts of Scott Jensen, Program Specialist at Anaheim City School District. Jensen says, "The program enhances social, communicative and attention skills in addition to their dexterity, which has been a nice byproduct." Having implemented the program himself, he saw great benefit for the students in his class. "What's exciting about the program is to see the progress in the students, especially in their ability to be confident and participate in group recess activities."
Prior to beginning the program, many students were unable to navigate a simple obstacles course, as they lacked the core muscle strength to stabilize themselves. After a few months, these same students were flying through the course as they have learned to combine muscle movements, performing more difficult tasks such as walking sideways or throwing a ball at a target. In addition, they had grown to understand the social aspects of recess and play-time. All of these affects increased our athletes' risk-taking willingness, in turn, increasing possibilities for growth. 

Healthy Athletes

Healthy Athletes provides free health screenings in a fun, welcoming environment that removes the anxiety people with intellectual disabilities often experience at a doctor or dentist. These screenings are provided in multiple health disciplines (optometry, dentistry, nutrition, physical fitness, podiatry, audiology) at our School Games and chapter-wide competitions. The Healthy Athletes program across all Special Olympics chapters has become the largest global public health service provider dedicated to serving individuals with intellectual disabilities. In order for our athletes to perform to their best ability during competition, they have to be healthy year-round. It is also the goal of Healthy Athletes to create an army of health professionals equipped to work with persons with intellectual disabilities. Only 1 out of 5 doctors has familiarity with treating patients with intellectual disabilities, a rate we hope to increase in our footprint. This serves to benefit not only our athletes, but also the medical community of Southern California.
Budget  $50,000.00
Category  Health Care, General/Other Public Health
Population Served People/Families with People of Developmental Disabilities
Program Short-Term Success  A major marker of success in the short-term is the expansion of volunteers from more schools including four cohorts from Orange County: Chapman University Audiology and Physical Therapy, Southern California College of Optometry, and Cal State Fullerton Audiology. Increasing the amount of students from these schools gives us the ability to serve more athletes while expanding our reach to more medical schools and disciplines. As previously described, many doctors do not have experience or familiarity with our athletes. By bringing in students from these fields, we are helping to usher in a generation of medical professionals with experience working with our population.
Program Long-Term Success  Our program long-term successes are based on the expansion of health screenings to involve more and to offer at more local competitions within Orange County. From our parent organization, Special Olympics Incorporated, we receive data on how we can expand based on our resources, medical volunteers, and our time frame. We have seen an increase in available screenings in the last few years and long-term success would be to see an increase in available screenings as well as an increase in participating clinical volunteers. This gives athletes one-on-one attention and in depth screening in each discipline.
Program Success Monitored By  Our parent organization, Special Olympics Inc. tracks our historical rates of service along with other factors tied to our performance and capabilities through surveys and specific Healthy Athletes forms. At their office, they compile our rates and give us projections for the following season. At year-end, we are able to track Healthy Athletes volunteers in our volunteer database and therefore are able to see if we have had growth in volunteer numbers.
Examples of Program Success  Healthy Athletes serves as a tool for athletes to improve their health and their athletic performance. For one athlete, Dustin, it proved to be even more pivotal than as a method of improving his sports performance. Dustin grew up moving from family member to family member, none of them quite sure how to care for a little boy with a cleft palate. This meant his medical care was inconsistent at best. Ten years ago, Dustin went through a Healthy Athletes screenings at one of our competitions. He was new to Special Olympics at the time and thankful for the opportunity. When he reached the dental screening, the dentist found something alarming. In Dustin’s mouth, there were signs of gum cancer. Dustin was immediately referred to a medical professional who treated it and, thankfully, Dustin is now in remission. If Dustin had not received treatment, he could have fallen to this fatal disease.


CEO/Executive Director Mr. Bill Shumard
CEO Term Start June 2005
CEO Email [email protected]
CEO Experience Prior to taking over his current position, Bill Shumard served for five years on the SOSC Board of Directors. Shumard has had a long and successful career in sports management at the professional and collegiate levels. After receiving his Bachelor's degree in journalism from California State University, Long Beach in 1972, Shumard was named CSULB's Sports Information Director. One year later, he moved to CSU Los Angeles to assume the same position for two years. He joined the Los Angeles Dodgers in 1975 and was there for 12 years. During that span, the Dodgers won a World Championship and participated in three World Series; hosted the 1980 All-Star Game and the 1984 Olympic Baseball competition. In 1988, Shumard left the Dodgers to become the Executive Director of USC's Athletic Centennial, later becoming an assistant athletic director. He was named Director of Athletics at CSU Fullerton in 1991 and held the position until 1994. He then moved back to CSULB where he served as Executive Director of Athletics until coming to SOSC in 2005. 

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
Mr. David Armendariz Regional Director, Orange County Our Orange County Regional Director, David Armendariz, brings a wealth of knowledge to his position. In his 8 years as Regional Director, David has grown the regional leadership council to include professionals and community volunteers that bring great experience and passion for our movement. He has also taken our Orange County office through years of program growth and revenue increase through special events and donor cultivation. With extensive experience in Orange County health-related nonprofits, he has grown our Orange County region to new heights and strengthened our presence throughout the county.


Award Awarding Organization Year
-- -- --


Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --


We collaborate across Southern California with parks departments, cities, disability support groups, and school districts as well as various other organizations serving those with intellectual disabilities. Orange County, specifically, has many collaborative partners including 17 schools districts: Anaheim Union High Schools, Buena Park, Capistrano Unified, Fullerton Union High Schools, Garden Grove Unified, Huntington Beach Unified, Newport Mesa Unified, Orange Unified, Saddleback Valley Unified, Santa Ana Unified, Santa Margarita High School, and Tustin Unified. Another source of collaborative partners is with local companies, who sponsor events and provide volunteers and donations to support our mission in Orange County and throughout Southern California. Sponsors in Orange County include PIMCO, Wells Fargo, Cox Communications, and Ingram Micro. We also have the support of local civic groups such as Knights of Columbus, Kiwanis, National Charity League, and various churches and groups.

Staff Information

Number of Full Time Staff 5
Number of Part Time Staff 0
Number of Volunteers 1,667
Number of Contract Staff 0
Staff Retention Rate % 80%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: --
Asian American/Pacific Islander: --
Caucasian: 2
Hispanic/Latino: 2
Native American/American Indian: --
Other: 1
Other (if specified): --
Gender Female: 2
Male: 3
Not Specified --

Plans & Policies

Organization has Fundraising Plan? Under Development
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 4
Management Succession Plan Under Development
Organization Policies And Procedures Yes
Business Continuity of Operations Plan Yes

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually

Government Licenses


CEO Comments


Foundation Comments



Board Chair Mr. Kelly Johnson
Board Chair Company Affiliation Charles Schwab Investment Advisory
Board Chair Term -
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Debi Anderson Special Olympics Athlete and Global Messenger Voting
Dann Angeloff The Angeloff Company Voting
Andy Barker Von's Voting
Dave Bowman -- --
Amy Brutto -- Voting
Bill Bryan Consultant Voting
Steven Bushong ABC Entertainment Voting
Bill Caswell Kaiser Permanente Voting
Leo Chu Bicycle Casino Voting
Ken Dami Tesoro Voting
Brian Erickson Mattel Voting
Robert Friedman Lionsgate Voting
Rhonda Glasscock Toyota Voting
Blanca Gonzalez -- Voting
Anita Green Consultant Voting
Larry Green Westfield Voting
Joshua Grode Liner, Grode, Stein, LLP Voting
Jinx Hack-Ring Consultant Voting
Lew Handelsman Unisource Services, Inc. Voting
Tim Harrington Bank of America Voting
Tim Heinen Coca-Cola Voting
Vince Herron Abelson, Herron, Halpern, LLP Voting
Martin Hewett Morgan Samuels Company Voting
Marsha Hirano-Nakanishi Consultant Voting
Kelly Johnson PIMCO Voting
Rafer Johnson Special Olympics Southern California Founder Voting
Megan Jordan Southern California Edison Voting
Jeffrey Krieger Greenberg Glusker Voting
Dr. April Lopez -- Voting
Dr. Rolanda Maxim-Gott -- --
Jerry McGee -- --
Jane Netherton -- Exofficio
Adam Parrish -- Voting
John Peetz Consultant Voting
Alex Posada City of Santa Maria Voting
Caren Roberson Wells Fargo Voting
Michael Roth STAPLES Center Voting
Meredith Shumard NFL Media Group Voting
Thomas Stevens Los Angeles Capital Management and Equity Voting
Ed Tarle Edwards Lifesciences Voting
Andy Tymkiw Consultant Voting
Cpt. Kimberly Unland Los Angeles County Sheriffs Department Voting
Ann Van Dormolen Philanthropic Administration, Inc. Voting
Richard Villa TCW --
William Vogt Jones Lang LaSalle, Inc. Voting
Justin Wong -- Voting
Dr Ramin Zolfagari Kaiser Permanente Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
Mrs Susan Adams Community Volunteer Voting
Harry Adler Community Volunteer Voting
Mr Don Barnes Orange County Sheriff Voting
Kelly Bennett Bennett Productions Unlimited, LLC Voting
Steve Bolton Knights of Columbus Voting
Joe Cover Kushner, Smith, Joanou, & Gregson, LLP Voting
Jeanne Dennis Community Volunteer Voting
Bill Dickerson Community Volunteer Voting
Ticky Gorin Special Olympics Coach, Community Volunteer Voting
Mike Hallinan Irvine Police Department Voting
Richard Hardy Community Volunteer Voting
Jerry Hime Education Consultant Voting
Nouha Hreish Retired Voting
Charlene Immell Community Volunteer Voting
Kelly Johnson PIMCO Voting
Mrs Susan Katzen Susan Katzen Law Voting
James Knight Law Offices of James Knight Voting
Jacqui Knudsen Orange County Regional Center Voting
Alan Martin Sheppard Mullin Voting
Carole McDonald Community Volunteer Voting
Mr Joseph McKnight Cole & McKnight Voting
Rick Mielke Prudential Voting
Judy Montgomery Chapman University Voting
Julie Nerney Community Volunteer Voting
Josh Raphael OmniSport Fitness Voting
Harold Rudnick Community Volunteer Voting
Marilyn Skinner Community Volunteer Voting
Jeff Snow Rainbow Environmental Voting
Chief Paul Sorrell Retired Fountain Valley Chief of Police Voting
Nancy Swanson Community Volunteer Voting
Lee Trigonis NAI Capital Voting
Joann Waldron Community Volunteer Voting
Mr Kevin Winters PIMCO Voting
Dr Ramin Zolfagari Kaiser Permanent Voting

Board Demographics

Ethnicity African American/Black: 2
Asian American/Pacific Islander: 4
Caucasian: 35
Hispanic/Latino: 4
Native American/American Indian: 0
Other: --
Other (if specified): 2
Gender Female: 15
Male: 32
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 3
Board Meeting Attendance % 63%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 87%
Board Orientation Yes

CEO Comments

The Board of Directors oversees all Special Olympics Southern California. The individuals listed under Advisory Board Members represent the Orange County Regional Leadership Council, which assists with programming and fundraising within Orange County only.

Foundation Comments


Standing Committees

  • Board Governance
  • Communications / Promotion / Publicity / Public Relations
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Executive
  • Finance
  • Human Resources / Personnel
  • Legislative
  • Nominating
  • Program / Program Planning


Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Fiscal Year Jan 01, 2019 to Dec 31, 2019
Projected Revenue $11,243,177.00
Projected Expenses $11,243,177.00
Form 990s

2017 SOSC Form 990

2016 SOSC Form 990

2015 SOSC Form 990

2014 SOSC Form 990

Audit Documents

2017 SOSC Audited Financials

2016 SOSC Audited Financials

2015 SOSC Audited Financials

2014 SOSC Audited Financials

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2017 2016 2015
Total Revenue $10,853,399 $10,875,089 $11,131,416
Total Expenses $11,029,255 $10,584,450 $10,025,179

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
$5,414,361 $5,817,403 $5,586,073
Government Contributions $363,601 $186,781 $51,960
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $363,601 $186,781 $51,960
Individual Contributions -- -- --
Indirect Public Support -- -- $0
Earned Revenue $2,148,378 $1,585,791 $0
Investment Income, Net of Losses $146,304 $122,348 $100,839
Membership Dues -- -- $0
Special Events $2,307,316 $2,648,668 $2,764,716
Revenue In-Kind $470,589 $505,456 $1,592,971
Other $2,850 $8,642 $2,623,063

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2017 2016 2015
Program Expense $9,916,670 $9,412,511 $8,923,022
Administration Expense $341,431 $307,776 $354,722
Fundraising Expense $771,154 $864,163 $747,435
Payments to Affiliates -- -- $199,987
Total Revenue/Total Expenses 0.98 1.03 1.11
Program Expense/Total Expenses 90% 89% 89%
Fundraising Expense/Contributed Revenue 10% 10% 9%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2017 2016 2015
Total Assets $9,015,408 $8,759,078 $7,589,782
Current Assets $4,198,240 $3,393,373 $3,299,059
Long-Term Liabilities -- -- $0
Current Liabilities $1,152,591 $1,265,944 $643,844
Total Net Assets $7,862,817 $7,493,134 $6,945,938

Short Term Solvency

Fiscal Year 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities 3.64 2.68 5.12

Long Term Solvency

Fiscal Year 2017 2016 2015
Long-term Liabilities/Total Assets 0% 0% 0%
Endowment Value --
Spending Policy Income Only
Percentage(If selected) --
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? --

CEO Comments


Foundation Comments

Summary financial data is per the Form 990s and consultation with the organization. Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.