2023-11-14T11:01:25-06:00 2022-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2022-01-01 391817686 WISCONSIN PHARMACY FOUNDATION INC WISC 6088279200 701 HEARTLAND TRL MADISON WI 537171916 SARAH SORUM TREASURER & SECRETARY 6088279200 2023-11-13 1 SARAH SORUM 999009999 0 JASON STEPHENS CPA P01263225 6082744020 2023-11-10 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z SARAH SORUM 701 HEARTLAND TRL MADISON WI 537171916 382045 0 X WWW.PSWI.ORG X 1969 WI SUPPORT PROFESSIONAL EDUCATION & RESEARCH PROGRAMS TO ADVANCE THE SCIENCE & PRACTICE OF PHARMACY. 9 9 0 9 0 0 131514 219100 0 0 119323 60855 0 -10037 250837 269918 0 28000 0 0 0 0 0 0 50 138915 259091 138915 287091 111922 -17173 1753084 1531481 18124 75260 1734960 1456221 X THE 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 PSW MEMBERS, RESEARCH GRANTS, AND OTHER CHARITABLE GIFTS TO ENABLE THE ORGANIZATION TO CONTRACT FOR SERVICES AND PURSUE ITS PROGRAMS. 0 0 223145 28000 0 MENTAL HEALTH PROGRAM: A CLINICAL PSYCHOLOGIST LEAD 19 WEEKLY GROUP DISCUSSIONS FOR PHARMACY PERSONNEL EXPERIENCING POOR MENTAL HEALTH CAUSED BY THE PANDEMIC. SESSIONS - UNDERSTANDING AND MANAGING ANXIETY, FEAR AND FATIGUE, DEVELOPING RESILIENCY, DEVELOPING EMOTIONAL STAMINA WHILE PROVIDING CARE DURING A PANDEMIC, UNDERSTANDING AND MANAGING COMPASSION FATIGUE, MANAGING FEAR WHILE PROVIDING CARE DURING A PANDEMIC, MANAGING STRESS DURING PHARMACY EDUCATION, PROVIDING QUALITY CARE DURING A WORKFORCE SHORTAGE. HOSTED THE "MENTAL HEALTH FIRST AID" TRAINING CERTIFICATE PROGRAM FOR 20 PHARMACISTS, AN 8-HOUR COURSE DISCUSSING SUBSTANCE USE DISORDERS, DEPRESSION, ANXIETY, TRAUMA, AND PSYCHOSIS AND TAUGHT RECOVERY AND RESILIENCY. CONDUCTED 3 EDUCATIONAL PRESENTATIONS ON - AN OVERVIEW OF RESOURCES IN SPANISH, INCLUDING MENTAL HEALTH / WELLNESS RESOURCES, CREATING A "CONTENTMENT ETHIC", FINANCIAL CONSIDERATIONS FOR ACCEPTING A NEW POSITIONS / UPON GRADUATION (FINANCES ARE MAJOR SOURCE OF STRESS). DEVELOPED AN ONLINE WEBPAGE WITH A LIST OF MENTAL HEALTH / WELLNESS SUPPORT RESOURCES. COVID 2.0 -SERVED MINORITY POPULATIONS IN 17 COUNTIES. SUPPORTED THE ORGANIZATION AND DISSEMINATION OF EDUCATIONAL PROGRAMMING FOR PHARMACY PERSONNEL TO ACTIVATE VACCINATORS TO CLOSE EQUITY GAPS IN VACCINE CONFIDENCE, MISINFORMATION, CDC RECOMMENDATIONS. REACHED OVER 300 LONG TERM CARE FACILITIES TO ASSIST IN SCHEDULING VACCINATION CLINICS IN FALL 2022; 28 FACILITIES WERE MATCHED WITH PHARMACIES TO ADMINISTER COVID BOOSTERS AND/OR FLU SHOTS. COMMUNICATION WITH OVER 4,500 PHARMACY PERSONNEL ACROSS WISCONSIN. CARDINAL PROGRAM -SUPPORTED THE DISSEMINATION OF FINDINGS AND LESSONS LEARNED FROM WORK ON OPTIMAL PRESCRIBING FOR PAIN MANAGEMENT (OPPM). CONTENT EXPERTS WERE ENGAGED TO PREPARE A TOOLKIT FOR PHARMACISTS AND COMMUNITIES LOOKING TO ENGAGE PHARMACISTS IN OPIOID ABATEMENT, MITIGATION PROGRAMS AND IN OPPM. A TOOLKIT WILL BE PUBLISHED AND DISTRIBUTED IN 2023. 223145 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 0 0 0 WI X SARAH SORUM 6088279200 701 HEARTLAND TRL MADISON WI 537171916 MIKE GILLARD OFFICER 0.70 X X 0 0 0 NICHOLAS OLSON BOARD CHAIR 0.70 X X 0 0 0 DEAN GRUBER DIRECTOR 0.70 X 0 0 0 LYNNAE MAHANEY DIRECTOR 0.70 X 0 0 0 STEVE ROUGH DIRECTOR 0.70 X 0 0 0 MATTHEW MABIE OFFICER 0.70 X X 0 0 0 MELISSA THEESFELD OFFICER 0.70 1.00 X X 0 0 0 RICHARD SMITH DIRECTOR 0.70 X 0 0 0 SARAH SORUM TREASURER & SECRETARY 5.00 40.00 X 0 200437 32778 0 200437 32778 0 0 1 0 0 54129 118617 46354 219100 46108 46108 97067 82320 14747 14747 14747 19770 54129 29807 -10037 -10037 269918 0 0 50818 X 23000 23000 5000 5000 15000 15000 6800 6800 8102 8102 139127 139127 126 71 50 5 70345 55317 15028 900 630 225 45 BAD DEBT 16331 16331 2360 2360 287091 223145 63896 50 332094 272346 35903 56579 1386 924 1000 18000 8998 900 0 8098 1308436 1097706 74265 77828 1753084 1531481 5793 75260 12331 0 18124 75260 X 1396417 1092919 338543 363302 1734960 1456221 1753084 1531481 -17173 -261566 0 X 0 1 X 1 0 X X 1 PHARMACY SOCIETY OF WISCONSIN INC 390714490 10 1 0 0 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8998 900 8098 8098 CASH SURRENDER VALUE OF LIFE INSURANCE 77828 77828 GOLF OUTING 73899 54129 19770 250 8616 7225 8010 5706 73899 54129 19770 250 8616 7225 8010 5706 29807 -10037 X X X X 0 1 0 0 0 0 0 0 0 SARAH SORUM TREASURER & SECRETARY 0 170309 0 26530 0 3598 0 18354 0 14424 0 233215 0 0 PART I, LINE 3 THE INDEPENDENT MEMBERSHIP OF THE BOARD OF DIRECTORS OF PHARMACY SOCIETY OF WISCONSIN ANNUALLY CONDUCTS A PERFORMANCE REVIEW OF THE CEO. THE CEO'S COMPENSATION IS REVIEWED AND COMPARED TO PUBLIC INFORMATION ABOUT COMPENSATION IN POSITIONS AT SIMILAR ORGANIZATIONS. THE PSW BOARD APPROVES COMPENSATION FOR THE CEO WITH AN OFFICIAL VOTE WITH DISCUSSION AND RESULTS RECORDED IN MINUTES. PART I, LINE 4B SARAH SORUM, CONTRIBUTION OF $14,286 TO THE 457(F) PLAN FORM 990, PART VI, SECTION A, LINE 8B THE 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 11B THE FORM 990 IS REVIEWED PRIOR TO SIGNATURE BY THE ORGANIZATION'S SECRETARY/TREASURER FORM 990, PART VI, SECTION B, LINE 12C THE 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 EXECUTIVE VICE PRESIDENT & CEO 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 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G EXPANDING IMMUNIZATION ACCESS PROGRAM SERVICES: PROGRAM SERVICE EXPENSES 8,179. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,179. OPTIMIZE PRESCIBING OF PAIN MEDICATIONS PROGRAM SERVICES: PROGRAM SERVICE EXPENSES 12,331. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,331. MENTAL HEALTH PROGRAM EXPENSES: PROGRAM SERVICE EXPENSES 64,596. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64,596. EXPANDING VACCINATION ACCESS PROGRAM SERVICES: PROGRAM SERVICE EXPENSES 42,219. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 42,219. MOBILIZING COMMUNITIES PROGRAM SERVICES: PROGRAM SERVICE EXPENSES 11,802. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,802. PHARMACY SOCIETY OF WISCONSIN INC 701 HEARTLAND TRL MADISON WI 537171916 390714490 MEMBERSHIP SERVICES WI 501(C)(6) 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0