STRATEGY STUDIO / PUBLIC DATA EXPLORER

WISCONSIN PHARMACY FOUNDATION INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WISCONSIN PHARMACY FOUNDATION INC (EIN 39-1817686)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-21
IRS object ID
202422959349301967
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-21T16:05:28-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390974031PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEGNER CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12921 LANDMARK PL STE 300AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537134236ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391817686EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WISCONSIN PHARMACY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWISCBusinessNameControlTxt
Phone6088279200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 HEARTLAND TRLAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53717ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARAH SORUMPersonNm
Person TitleSECRETARY-TREASURERPersonTitleTxt
Phone6088279200PhoneNum
Signature2024-10-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJASON STEPHENS CPAPreparerPersonNm
PTINP01263225PTIN
Phone6082744020PhoneNum
Preparation2024-10-16PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSARAH SORUMPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 HEARTLAND TRLAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53717ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$905,072GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PSWI.ORG/WPFWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1969FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTO ADVANCE, IMPROVE, AND PROMOTE THE PROFESSION OF PHARMACY; TO SUPPORT OPPORTUNITIES FOR THE EXCHANGE OF EXPERTISE, EXPERIENCES AND OPINIONS THROUGH MEETINGS, COMMUNICATIONS, EDUCATION, RESEARCH, AND PUBLICATIONS FOR PHARMACY PROFESSIONALS; TO SUPPORT THE EDUCATIONAL NEEDS AND LEADERSHIP DEVELOPMENT OF PHARMACY PROFESSIONALS; TO PROMOTE KNOWLEDGE AND UNDERSTANDING AMONG THE GENERAL PUBLIC OF THE PROFESSION OF PHARMACY; AND, TO RAISE AND MAINTAIN FUNDS TO SUPPORT AND ADVANCE THE OTHER PURPOSES DESCRIBED HEREIN.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers8TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$219,100PYContributionsGrantsAmt
CY Contributions Grants$215,838CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$60,855PYInvestmentIncomeAmt
CY Investment Income$47,960CYInvestmentIncomeAmt
PY Other Revenue-$10,037PYOtherRevenueAmt
CY Other Revenue$13,854CYOtherRevenueAmt
PY Total Revenue$269,918PYTotalRevenueAmt
CY Total Revenue$277,652CYTotalRevenueAmt
PY Grants And Similar Paid$28,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$11,641CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$102CYTotalFundraisingExpenseAmt
PY Other Expenses$259,091PYOtherExpensesAmt
CY Other Expenses$335,388CYOtherExpensesAmt
PY Total Expenses$287,091PYTotalExpensesAmt
CY Total Expenses$347,029CYTotalExpensesAmt
PY Revenues Less Expenses-$17,173PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$69,377CYRevenuesLessExpensesAmt
Total Assets BOY$1,531,481TotalAssetsBOYAmt
Total Assets EOY$1,543,023TotalAssetsEOYAmt
Total Liabilities BOY$75,260TotalLiabilitiesBOYAmt
Total Liabilities EOY$30,953TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,456,221NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,512,070NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE WISCONSIN PHARMACY FOUNDATION IS A NON-PROFIT, TAX-EXEMPT ORGANIZATION TO SUPPORT AND PURSUE PROFESSIONAL EDUCATION AND RESEARCH PROGRAMS TO ADVANCE THE SCIENCE AND PRACTICE OF PHARMACY. WORKING IN COORDINATION WITH PSW, THE FOUNDATION SUPPORTS UNIQUE EDUCATIONAL OPPORTUNITIES AND LEADERSHIP DEVELOPMENT FOR WISCONSIN PHARMACISTS AND STUDENT PHARMACISTS AND PURSUES PRACTICE-BASED RESEARCH PROJECTS. THE FOUNDATION ALSO PURSUES FUNDRAISING EFFORTS THROUGH GIFTS FROM PHARMACY SOCIETY OF WISCONSIN (PSW) MEMBERS, RESEARCH GRANTS, AND OTHER CHARITABLE GIFTS TO ENABLE THE ORGANIZATION TO CONTRACT FOR SERVICES AND PURSUE ITS PROGRAMS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$230,881ExpenseAmt
Grant$11,641GrantAmt
Revenue$0RevenueAmt
DescTHE WISCONSIN PHARMACY FOUNDATION IS A NON-PROFIT, TAX-EXEMPT ORGANIZATION TO SUPPORT AND PURSUE PROFESSIONAL EDUCATION AND RESEARCH PROGRAMS TO ADVANCE THE SCIENCE AND PRACTICE OF PHARMACY.WORKING IN COORDINATION WITH THE PHARMACY SOCIETY OF WISCONSIN, THE FOUNDATION PROMOTES INNOVATION TO ACCELERATE THE DEVELOPMENT OF LEADERS AND THE WORKFORCE THAT ADVANCE PHARMACY.HWPP/AHW - PROMOTING WISCONSIN INFLUENZA VACCINE EQUITY THROUGH PHARMACY ENGAGEMENT - USING A POPULATION HEALTH APPROACH, THIS PROGRAM INVESTIGATED AND ADDRESSED LOW INFLUENZA VACCINATION RATES AMONG ALL PEOPLE IN WISCONSIN AGED 6 MONTHS AND OLDER. ENGAGED PARTNERS CHARACTERIZED INFLUENZA VACCINE BARRIERS AND FACILITATORS. SIX INDIVIDUAL INTERVIEWS AND THREE FOCUS GROUPS WERE COMPLETED AND TRANSCRIBED TO IDENTIFY THEMES. WISCONSIN IMMUNIZATION REGISTRY (WIR) DATA FROM THE 2022-2023 INFLUENZA VACCINE SEASON WERE RECEIVED. DATA WAS ANALYZED BY COUNTY, AGE, GENDER, RACE/ETHNICITY, AND SITE OF ADMINISTRATION TO CHARACTERIZE THE INVOLVEMENT BY PHARMACIES IN VACCINATION EFFORTS. THEMES AND WIR DATA WERE SUMMARIZED AND PRESENTED TO TWO DISTINCT IMMUNIZATION GROUPS. TO ADDRESS LOW VACCINATION RATES, HWPP FACILITATED THE TRAINING AND ENGAGEMENT OF PHARMACIST AND PHARMACY TECHNICIAN VACCINATORS IN THE STATE OF WISCONSIN. DURING THE PROGRAM, 15 ADDITIONAL PHARMACISTS AND 65 PHARMACY TECHNICIANS COMPLETED THE IMMUNIZATION CERTIFICATE PROGRAM. DIDACTIC CONTINUING EDUCATION SESSIONS WERE PROVIDED EMPHASIZING MOTIVATIONAL INTERVIEWING, HEALTH LITERACY, AND VACCINE HESITANCY AND VACCINE EQUITY. ADDITIONALLY, PARTNERING WITH THREE COMMUNITY PHARMACIES AND THREE COMMUNITY-BASED ORGANIZATIONS IN THREE DISTINCT COUNTIES ACROSS WISCONSIN RESULTED IN SUPPORTING 20 PLACE-BASED EDUCATIONAL SESSIONS ABOUT VACCINES IN A CULTURALLY COMPETENT MANNER.MOBILIZING COMMUNITIES FOR A JUST RESPONSE - THIS PROGRAM IMPLEMENTED PHARMACIST-PROVIDED, COMMUNITY-BASED, CULTURALLY SENSITIVE VACCINE AND IMMUNIZATION EDUCATION. EDUCATIONAL SESSIONS WERE PROVIDED AS PART OF REGULARLY SCHEDULED EVENTS AND ROUTINE OPERATING PRACTICES OF THE PARTNERING COMMUNITY-BASED ORGANIZATIONS (CBOS) (E.G., COMMUNITY PICNICS, HEALTH FAIRS, HEALTH RISK ASSESSMENTS, HMONG NEW YEAR, DIABETES SUPPORT GROUP, FOOD PANTRY, COMMUNITY DINNERS, AND A HOLIDAY GIFT EXCHANGE/PARTY). THIS PROGRAM INCLUDED PARTNERING WITH SIX COMMUNITY PHARMACIES AND SIX CBOS ACROSS FOUR DISTINCT COUNTIES WITHIN WISCONSIN. A TOTAL OF 58 EDUCATIONAL SESSIONS WERE CONDUCTED ACROSS THE SIX DAYS. PARTNERS PARTICIPATED IN NINE COHORT MEETINGS, FACILITATED BY THE WPF/PSW STAFF, TO COLLABORATIVELY DISCUSS EDUCATIONAL PROGRAM SUCCESSES AND CHALLENGES. IMPLEMENTING THIS INTEGRATED EDUCATIONAL MODEL INTO THE COMMUNITY, BUILT TRUST AND SUPPORTED SUSTAINABILITY, FACILITATED BI-DIRECTIONAL COMMUNICATION BETWEEN THE CBOS AND PHARMACIES WHILE CONTINUING TO IMPROVE PARTICIPANT HEALTH LITERACY, CREATED A PHARMACY HOME AND ULTIMATELY DECREASED VACCINE HESITANCY TO IMPROVE VACCINATION RATES IN UNDERSERVED POPULATIONS.DECKER-TEMPLE LEADERSHIP PHARMACY CONFERENCE - PROVIDE CONFERENCE PARTICIPANTS WITH STRONG LEADERSHIP TRAINING. INCREASE AWARENESS OF ISSUES IMPACTING THE PROFESSION OF PHARMACY NATIONALLY AND IN THEIR OWN STATE. ENCOURAGE THE INVOLVEMENT OF ALL NEW PRACTITIONERS IN PROFESSIONAL AND COMMUNITY ACTIVITIES. DEVELOP NEW PRACTITIONERS FOR LEADERSHIP POSITIONS WITHIN THE PROFESSION.Desc
Total Program Service Expenses$230,881TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSARAH SORUMPersonNm
Phone6088279200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 HEARTLAND TRLAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53717ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
MIKE GILLARD
OFFICER0.70Yes (X)Yes (X)$0$0$0
MATTHEW MABIE
CHAIR0.70Yes (X)Yes (X)$0$0$0
MELISSA THEESFELD
OFFICER0.70Yes (X)Yes (X)$0$0$0
STEVE ROUGH
DIRECTOR0.70Yes (X)$0$0$0
DEAN GRUBER
DIRECTOR0.70Yes (X)$0$0$0
RUSSELL JENSEN
DIRECTOR0.70Yes (X)$0$0$0
LYNNAE MAHANEY
DIRECTOR0.70Yes (X)$0$0$0
SARAH SORUM
SECRETARY-TREASURER5.00Yes (X)$0$327,326$33,24140.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$327,326TotReportableCompRltdOrgAmt
Total Other Compensation$33,241TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$14,043FundraisingAmt
Government Grants$75,360GovernmentGrantsAmt
All Other Contributions$126,435AllOtherContributionsAmt
Total Contributions$215,838TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$49,602TotalRevenueColumnAmt
Exclusion$49,602ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$605,356SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$606,998SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$1,642SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,642TotalRevenueColumnAmt
Exclusion-$1,642ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$34,276FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$14,043ContriRptFundraisingEventAmt
Fundraising Direct Expenses$20,422FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,854TotalRevenueColumnAmt
Exclusion$13,854ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$277,652TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$61,814ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$6,607TotalAmt
Program Services$6,607ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$5,034TotalAmt
Program Services$5,034ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$73,125TotalAmt
Management And General$73,125ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$7,800TotalAmt
Management And General$7,800ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$7,907TotalAmt
Management And General$7,907ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$162,185TotalAmt
Program Services$162,185ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$327TotalAmt
Program Services$174ProgramServicesAmt
Management And General$141ManagementAndGeneralAmt
Fundraising$12FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$82,244TotalAmt
Program Services$55,621ProgramServicesAmt
Management And General$26,623ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,800TotalAmt
Program Services$1,260ProgramServicesAmt
Management And General$450ManagementAndGeneralAmt
Fundraising$90FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$347,029TotalAmt
Program Services$230,881ProgramServicesAmt
Management And General$116,046ManagementAndGeneralAmt
Fundraising$102FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$272,346BOYAmt
EOY$154,599EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$56,579BOYAmt
EOY$30,712EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$924BOYAmt
EOY$274EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$18,000BOYAmt
EOY$15,382EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$8,998LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,699LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$8,098BOYAmt
EOY$6,299EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,097,706BOYAmt
EOY$1,241,207EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$12,719EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$77,828BOYAmt
EOY$81,831EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,531,481BOYAmt
EOY$1,543,023EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$75,260BOYAmt
EOY$5,500EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$25,453EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$75,260BOYAmt
EOY$30,953EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,092,919BOYAmt
EOY$1,127,516EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$363,302BOYAmt
EOY$384,554EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,456,221BOYAmt
EOY$1,512,070EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,531,481BOYAmt
EOY$1,543,023EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$69,377ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$125,226NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1PHARMACY SOCIETY OF WISCONSIN INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN390714490EIN
Organization Type10OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C456Yes (1)SupportedOrgSectionC456Ind
Supported Org QualifiedYes (1)SupportedOrgQualifiedInd
Suprt Exclusively Sec170c2 BYes (1)SuprtExclusivelySec170c2BInd
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 3B:THE SUPPORTED ORGANIZATION RECEIVES NO MORE THAN ONE-THIRD OF ITS SUPPORT FROM GROSS INVESTMENT INCOME AND MORE THAN ONE-THIRD OF ITS SUPPORT FROM CONTRIBUTIONS, MEMBERSHIP FEES, AND GROSS RECEIPTS FROM ACTIVITIES RELATED TO ITS EXEMPT FUNCTIONS.
PART IV, LINE 3C:THE RELATIONSHIP BETWEEN THE SUPPORTED ORGANIZATION(S) AND THE SUPPORTING ORGANIZATION IS SIMILAR TO A PARENT-SUBSIDIARY RELATIONSHIP AND AS SUCH THE SUPPORTING ORGANIZATION IS INTRICATELY AWARE OF THE BUSINESS PROCEEDINGS OF THE SUPPORTED ORGANIZATION.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,998OtherCostOrOtherBasisAmt
Depreciation$2,699DepreciationAmt
Book Value$6,299BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$6,299TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
CASH SURRENDER VALUE OF LIFE INSURANCE$81,488
DUE TO PHARMACY SOCIETY OF WISCONSIN, INC.$343
FieldValueIRS element (for citing)
Total Book Value Other Assets$81,831TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE FROM PHARMACY SOCIETY OF WISCONSIN, INC.Desc
Amt$25,453Amt
FieldValueIRS element (for citing)
Total Liability$25,453TotalLiabilityAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF OUTINGEvent1Nm
Gross Receipts Event1$48,319GrossReceiptsEvent1Amt
Charitable Contri Event1$14,043CharitableContriEvent1Amt
Gross Revenue Event1$34,276GrossRevenueEvent1Amt
Non Cash Prizes Event1$1,018NonCashPrizesEvent1Amt
Rent Facility Costs Event1$15,076RentFacilityCostsEvent1Amt
Food And Beverage Event1$117FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$4,211OtherDirectExpensesEvent1Amt
Gross Receipts Total$48,319GrossReceiptsTotalAmt
Charitable Contributions Tot$14,043CharitableContributionsTotAmt
Gross Revenue Total Events$34,276GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$1,018NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$15,076RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$117FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$4,211OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$20,422DirectExpenseSummaryEventsAmt
Net Income Summary$13,854NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeCHRISTOPHER DECKER SCHOLARSHIPGrantTypeTxt
Recipient1RecipientCnt
Cash Grant$5,034CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationONCE GRANT FUNDS ARE DISBURSED, THE ORGANIZATION DOES NOT HAVE ANY PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSARAH SORUMPersonNm
TitleSECRETARY-TREASURERTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$180,421CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$28,570BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$118,335OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$19,381DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$13,860NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$360,567TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$100,000CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3THE INDEPENDENT MEMBERSHIP OF THE BOARD OF DIRECTORS OF PHARMACY SOCIETY OF WISCONSIN ANNUALLY CONDUCTS A PERFORMANCE REVIEW OF THE EXECUTIVE VICE PRESIDENT & CEO. THE EXECUTIVE VICE PRESIDENT & CEO'S COMPENSATION IS REVIEWED AND COMPARED TO PUBLIC INFORMATION ABOUT COMPENSATION IN POSITIONS AT SIMILAR ORGANIZATIONS. THE PSW BOARD APPROVES COMPENSATION FOR THE EXECUTIVE VICE PRESIDENT & CEO WITH AN OFFICIAL VOTE WITH DISCUSSION AND RESULTS RECORDED IN MINUTES.
PART I, LINE 4BSARAH SORUM, RECEIVED A FULL PAYOUT FROM PHARMACY SOCIETY OF WISCONSIN, INC. OF $100,000 FROM HER 457(F) PLAN.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATHE BOARD OF DIRECTORS CONSISTS OF THE PRIOR THREE CHAIRMEN OF PHARMACY SOCIETY OF WISCONSIN AND FOUR DIRECTORS WHO ARE APPOINTED BY THE BOARD OF DIRECTORS OF THE PHARMACY SOCIETY OF WISCONSIN.
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED PRIOR TO SIGNATURE BY THE ORGANIZATION'S SECRETARY-TREASURER.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY AND DISCLOSURE FORM ARE PROVIDED TO BOARD MEMBERS ANNUALLY AT THE BOARD PLANNING RETREAT. NEW BOARD MEMBERS ARE EXPLAINED THE PURPOSE OF THE POLICY AND THE RESPONSIBILITY OF BOARD MEMBERS TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST. ANY POTENTIAL BOARD MEMBER CONFLICT OF INTEREST IS ADDRESSED BY THE SECRETARY-TREASURER AND THE CHAIRMAN OF THE BOARD AND BOARD MEMBERS ARE EXCUSED FROM BOARD ACTION IF A POTENTIAL OF CONFLICT EXISTS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11GHWPP EXPENSE: PROGRAM SERVICE EXPENSES 86,825. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 86,825. MOBILIZING COMMUNITIES PROGRAM SERVICES: PROGRAM SERVICE EXPENSES 75,360. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75,360.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1PHARMACY SOCIETY OF WISCONSIN INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 HEARTLAND TRLAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53717ZIPCd
FieldValueIRS element (for citing)
EIN390714490EIN
Primary ActivitiesADVANCE THE PHARMACY PROFESSIONPrimaryActivitiesTxt
Legal Domicile StateWILegalDomicileStateCd
Exempt Code Section501(C)(6)ExemptCodeSectionTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd