2025-11-14T12:33:08-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 950 NORTH GLEBE ROAD SUITE 1200 ARLINGTON VA 22203 990 2024-01-01 843694182 MED-PROJECT USA MED- 8446337765 1800 M STREET NW SUITE 400 SOUTH WASHINGTON DC 20036 MICHAEL VAN WINKLE EXECUTIVE DIRECTOR 8446337765 2025-11-13 1 0 ROBERT WILLIAMS P01345960 5712279500 2025-11-13 2024 2025-03-06 01:10:19Z MICHAEL VAN WINKLE 1800 M STREET NW SUITE 400 SOUTH WASHINGTON DC 20036 35380302 0 X WWW.MED-PROJECTUSA.ORG; WWW.MED-PROJECT.ORG X 2019 DC ON BEHALF OF PARTICIPATING COMPANIES FROM THE PHARMACEUTICAL INDUSTRY, MED-PROJECT PROVIDES SAFE, EFFECTIVE, AND COMPLIANT PHARMACEUTICAL PRODUCT TAKEBACK PROGRAMS MANDATED BY STATE AND LOCAL GOVERNMENTS FOR UNWANTED HOUSEHOLD MEDICINES AND SHARPS. 8 8 0 8 0 0 0 0 33796652 34061603 773783 1127222 78397 175242 34648832 35364067 156000 169650 0 0 0 0 0 0 0 35348618 36284392 35504618 36454042 -855786 -1089975 60581567 67829476 45629035 53966919 14952532 13862557 X MED-PROJECT USA WAS ESTABLISHED TO DEVELOP, IMPLEMENT AND OPERATE COMMUNITY LEVEL PHARMACEUTICAL PRODUCT STEWARDSHIP TAKE-BACK PROGRAMS IN COMPLIANCE WITH AND AS MANDATED BY LEGISLATION, AS WELL AS PROGRAM ACTIVITIES PERFORMED ON A DISCRETIONARY BASIS AS REQUESTED OR APPROVED BY ITS PARENT COMPANY PHARMACEUTICAL PRODUCT STEWARDSHIP WORK GROUP (PPSWG). 0 0 31065441 169650 34061603 COLLECTION AND DISPOSAL: ACTIVITIES INCLUDE, BUT ARE NOT LIMITED TO: (I) PUBLIC OUTREACH AND EDUCATION TO PATIENTS, HEALTH CARE PROVIDERS, AND OTHER RELEVANT STAKEHOLDERS ON THE SAFE STORAGE OF MEDICATIONS AND THE APPROPRIATE, SAFE AND SECURE DISPOSAL OF HOUSEHOLD-GENERATED UNWANTED PHARMACEUTICAL PRODUCTS; (II) THE COLLECTION AND DISPOSAL OF HOUSEHOLD-GENERATED UNWANTED PHARMACEUTICAL PRODUCTS; (III) PROGRAM ADMINISTRATION RELATED TO AND REQUIRED BY (I) AND (II) ABOVE. 31065441 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 0 X KIMBERLY PETERSON 2028926504 1800 M ST NW SUITE 400S WASHINGTON DC 20036 X X RACHEL YOUNG CHAIR 1.00 X X 0 0 0 STEPHANIE BARLOW VICE CHAIR 1.00 X X 0 0 0 ROB SOMERS DIRECTOR 1.00 X 0 0 0 LORRAINE CANCRO DIRECTOR 1.00 X 0 0 0 PETER WILSON DIRECTOR 1.00 X 0 0 0 BILL P'POOL DIRECTOR (AS OF 01/24) 1.00 X 0 0 0 TRAVIS SHAW DIRECTOR (AS OF 01/24) 1.00 X 0 0 0 MATT BADALUCCO DIRECTOR (AS OF 08/24) 1.00 X 0 0 0 MICHAEL VAN WINKLE EXEC. DIR. (EX-OFFICIO/NON-VOTING DIR.) 40.00 X 0 0 0 VICTORIA TRAVIS NATIONAL PROGRAM DIRECTOR 40.00 X 0 0 0 KIMBERLY PETERSON EX OFFICIO OFFICER 40.00 X 0 0 0 JAMES ANDREW DAVENPORT DIR, ACCOUNT SVCS AND RETAILER EXP 40.00 X 0 0 0 ADAM BURKHARDT S DIR, DATA SERV & PROJECT MGMT. 40.00 X 0 0 0 JAMES WILSON LEAD DIR, LEGAL AND COMPLIANCE 40.00 X 0 0 0 CARLY ANDREWS OPERATIONS DIVISION LEADER 40.00 X 0 0 0 0 0 0 47 0 0 0 ADP TOTALSOURCE GROUP INC 10200 SUNSET DRIVE MIAMI FL 33173 PROFESSIONAL EMPLOYMENT ORGANIZATION 9556251 STERICYCLE ENVIRONMENTAL SOLUTIONS 2355 WAUKEGAN ROAD BANNOCKBURN IL 60015 COLLECTION AND DISPOSAL 4221066 PUREWAY COMPLIANCE INC 2716 OCEAN PARK BOULEVARD SUITE 308 SANTA MONICA CA 90405 COLLECTION AND DISPOSAL 3720343 MOSAIC SALES SOLUTIONS US OPERATING CO L 451 A STREET SAN DIEGO CA 92101 TEMPORARY STAFFING 1657082 CIVILIAN AGENCY 451 A STREET SUITE 150 SAN DIEGO CA 92101 MEDIA SERVICES 1636459 23 PROGRAM SERVICE FEES 900099 34061603 34061603 34061603 1143457 1143457 16235 -16235 -16235 -16235 MISCELLANEOUS INCOME 900099 175242 175242 175242 35364067 34061603 0 1302464 169650 169650 10928751 7285834 3642917 843348 562232 281116 144195 144195 2005599 1337066 668533 2918099 2918099 1354286 902857 451429 10057 10057 615553 488031 127522 1265433 1265433 181878 121252 60626 COLLECTION VENDOR 13827317 13827317 JURISDICTIONAL FEES 1303978 1303978 KIOSK MAINTENANCE 465946 465946 COMPLIANCE SUPPORT 383162 383162 36790 24527 12263 36454042 31065441 5388601 0 8813233 14049593 26730491 29033431 3153970 2764965 730140 552467 9649561 6623134 3941388 3026427 17212345 18402593 60581567 67829476 9787562 8705281 7247708 13878313 28593765 31383325 45629035 53966919 X 14952532 13862557 14952532 13862557 60581567 67829476 -1089975 0 X 0 1 X 1 0 X 28021622 32742554 35701596 33875049 34236845 164577666 28021622 32742554 35701596 33875049 34236845 164577666 0 13485678 24965309 11683868 10420320 11738222 72293397 13485678 24965309 11683868 10420320 11738222 72293397 92284269 25097 295 52652 795011 1143457 2016512 25097 295 52652 795011 1143457 2016512 392644 392644 28439363 32742849 35754248 34670060 35380302 166986822 0.55260 0.01210 X 0 0 0 31065441 31065441 1000000 250000 0 0 1000000 0 1000000 1500000 8000 0 8000 250000 0 250000 375000 116320 28738 87582 9533241 6594396 2938845 3026427 RESERVE FUND LIABILITY 31383325 31383325 X 35380302 0 35380302 -16235 -16235 35364067 36470277 16235 16235 36454042 0 36454042 PART X, LINE 2: MED-PROJECT USA IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM ACTIVITIES NOT DIRECTLY RELATED TO MED-PROJECT USA'S TAX-EXEMPT PURPOSES, IF ANY, WOULD BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE EIGHT MED-PROJECT LLCS ARE CONSIDERED "DISREGARDED ENTITIES" FOR FEDERAL INCOME TAX PURPOSES. THEIR ACTIVITIES AND PURPOSES ARE FULLY CONSISTENT WITH THOSE OF MED-PROJECT USA, AND THE ACTIVITIES OF THE LLCS ARE REPORTED ON A CONSOLIDATED BASIS WITH MED-PROJECT USA'S FEDERAL INFORMATION RETURN FILING (IRS FORM 990). THE LLCS ARE SUBJECT TO APPLICABLE STATE INCOME TAXES AS FOR-PROFIT LIMITED LIABILITY COMPANIES. MED-PROJECT RECORDED STATE INCOME TAX EXPENSE TOTALING $26,525 FOR THE YEAR ENDING DECEMBER 31,2024 INCLUDED IN THE JURISDICTIONAL FEES LINE OF THE STATEMENT OF FUNCTIONAL EXPENSES. MED-PROJECT'S TAX RETURNS AND FILINGS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES FOR A PERIOD OF THREE TO FOUR YEARS DEPENDING ON THE JURISDICTION. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSET -16,235. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSET 16,235. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE ONE VOTING MEMBER, WHICH SHALL BE THE PHARMACEUTICAL PRODUCT STEWARDSHIP WORK GROUP, A DISTRICT OF COLUMBIA NONPROFIT CORPORATION, AND WHOSE RIGHTS SHALL BE PROVIDED FOR IN THE BYLAWS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A PER THE ORGANIZATION'S BYLAWS, THE ORGANIZATION SHALL HAVE ONLY ONE VOTING MEMBER, WHICH SHALL BE THE PHARMACEUTICAL PRODUCT STEWARDSHIP WORK GROUP (PPSWG), A DISTRICT OF COLUMBIA NONPROFIT CORPORATION. THE CORPORATION SHALL HAVE NO OTHER MEMBERS. THE AFFAIRS OF THE ORGANIZATION SHALL BE MANAGED BY THE BOARD OF DIRECTORS, RECOGNIZING THE EXPRESS RIGHTS RESERVED FOR THE ORGANIZATION'S VOTING MEMBER (PPSWG). DIRECTORS SHALL BE APPOINTED BY THE BOARD OF DIRECTORS OF THE ORGANIZATION'S VOTING MEMBER (PPSWG). FORM 990, PART VI, SECTION A, LINE 7B THE SOLE VOTING MEMBER HAS CERTAIN RIGHTS RESERVED FOR IT, INCLUDING BUT NOT LIMITED TO THE RIGHT TO AMEND MED-PROJECT USA'S BYLAWS AND APPROVE THE MED-PROJECT USA ANNUAL BUDGET. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B ALL REVIEW OF THE FORM 990 IS COMPLETED PRIOR TO FILING WITH THE IRS. THE FORM 990 IS REVIEWED BY MANAGEMENT AND THE BOARD OF DIRECTORS. THE EXECUTIVE DIRECTOR GIVES FINAL APPROVAL PRIOR TO FILING THE FORM WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ADP TOTALSOURCE STAFF IS RESPONSIBLE FOR ENTERPRISE RISK MONITORING COMPLIANCE WITH THE MED-PROJECT'S CONFLICT OF INTEREST (COI) POLICY. WITHIN THIS GROUP, THE SENIOR MANAGER, ETHICS, COMPLIANCE, & TRAINING, REQUESTS ANNUAL ACKNOWLEDGEMENT OF THE COI ONCE A YEAR FROM ALL ADP TOTALSOURCE STAFF EMPLOYED FOR MED-PROJECT. ALL NEW STAFF HIRED FOR MED-PROJECT ARE REQUIRED TO SIGN THE COI UPON HIRE. REPORTING OF CONFLICT OF INTEREST: ALL POTENTIAL CONFLICTS OF INTEREST (INCLUDING PRE-EXISTING CONFLICTS OF INTEREST THAT HAVE NOT BEEN PREVIOUSLY APPROVED OR RATIFIED) WILL BE PROMPTLY REPORTED TO: (I) THE EXECUTIVE DIRECTOR; OR (II) THE LEAD DIRECTOR, LEGAL AND COMPLIANCE, AS APPROPRIATE. (III) WHERE THE CONFLICT ARISES WITH RESPECT TO THE EXECUTIVE DIRECTOR, IT WILL BE PROMPTLY REPORTED TO THE MED-PROJECT USA BOARD OF DIRECTORS ("BOARD") CHAIR. ALL PERSONS (EMPLOYED ON BEHALF OF MED-PROJECT) COVERED BY THE COI WILL ANNUALLY ACKNOWLEDGE THAT THEY HAVE EITHER NO CONFLICTS OR HAVE DISCLOSED/WILL DISCLOSE THEM BY FOLLOWING THE COI PROCEDURE. FORM 990, PART VI, SECTION B, LINE 15 DURING THE 2024 FISCAL YEAR A 3RD PARTY VENDOR WAS UTILIZED TO ANALYZE THE LEADERSHIP COMPENSATION FOR A GENERAL MARKET COMPARISON. PER MED-PROJECT USA BYLAWS THE EX-OFFICIO OFFICER POSITIONS ARE REVIEWED BY THE EXECUTIVE COMMITTEE ANNUALLY. IN ADDITION TO THIS THERE IS A REVIEW OF THE EXECUTIVE DIRECTOR'S POSITION, AND THE COMMITTEE DETERMINES COMPENSATION. ALL OTHER POSITIONS ARE REVIEWED BY LEADERSHIP ANNUALLY. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. 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 VII, SECTION A: THE ORGANIZATION ENTERED A CLIENT SERVICES AGREEMENT WITH A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) - ADP TOTALSOURCE, INC. TO PERFORM WORK FOR THE ORGANIZATION. THE TERMS OF THE AGREEMENT STATE THAT THE PEO WILL SHARE CERTAIN EMPLOYER RESPONSIBILITIES. THE ORGANIZATION IS RESPONSIBLE FOR THE DAY TO DAY MANAGING OF THE EMPLOYEES. BOTH PEO AND THE ORGANIZATION HAVE A RIGHT TO HIRE (AND TERMINATE) EMPLOYEES AND HIRED EMPLOYEES MUST COMPLETE THE PEO'S NEW HIRE FORMS. THE EMPLOYEES ARE PAID EXCLUSIVELY THROUGH THE PEO. COMPENSATION PAID TO THE PEO IS TREATED LIKE COMPENSATION TO A MANAGEMENT COMPANY FOR PURPOSES OF FORM 990 COMPENSATION REPORTING. THE FOLLOWING INDIVIDUALS HOLD OFFICER, KEY EMPLOYEE, AND HIGHEST COMPENSATED EMPLOYEE POSITIONS WITH THE ORGANIZATION AND ARE COMPENSATED BY ADP: MICHAEL VAN WINKLE: REPORTABLE COMPENSATION $542,938, OTHER COMPENSATION $13,800 VICTORIA TRAVIS: REPORTABLE COMPENSATION $546,364, OTHER COMPENSATION $13,800 JAMES WILSON: REPORTABLE COMPENSATION $415,811, OTHER COMPENSATION $12,578 KIMBERLY PETERSON: REPORTABLE COMPENSATION $344,163, OTHER COMPENSATION $13,109 ADAM BURKHARDT: REPORTABLE COMPENSATION $292,666, OTHER COMPENSATION $10,603 JAMES ANDREW DAVENPORT: REPORTABLE COMPENSATION $194,090, OTHER COMPENSATION $6,566 CARLY ANDREWS: REPORTABLE COMPENSATION $193,029, OTHER COMPENSATION $7,870 MED-PROJECT LLC 1800 M STREET NW S400 WASHINGTON DC 20036 813029521 PERFORM ACTIVITIES OF MED-PROJECT USA IN THE STATES OF CA AND MA DC 6516947 7621477 MED-PROJECT USA MED-PROJECT NY LLC 1800 M STREET NW S400 WASHINGTON DC 20036 842258584 PERFORM ACTIVITIES OF MED-PROJECT USA IN THE STATE OF NEW YORK DC 6084757 4304289 MED-PROJECT USA MED-PROJECT WA LLC 1800 M STREET NW S400 WASHINGTON DC 20036 842251546 PERFORM ACTIVITIES OF MED-PROJECT USA IN THE STATE OF WASHINGTON DC 2767502 248544 MED-PROJECT USA MED-PROJECT CA LLC 1800 M STREET NW S400 WASHINGTON DC 20036 843720183 PERFORM ACTIVITIES OF MED-PROJECT USA IN THE STATE OF CALIFORNIA DC 14546616 1265255 MED-PROJECT USA MED-PROJECT OR LLC 1800 M STREET NW S400 WASHINGTON DC 20036 843725727 PERFORM ACTIVITIES OF MED-PROJECT USA IN THE STATE OF OREGON DC 1453802 129775 MED-PROJECT USA MED-PROJECT ME LLC 1800 M ST NW SUITE S400 WASHINGTON DC 20036 882977622 PERFORM ACTIVITIES OF MED-PROJECT USA IN THE STATE OF MAINE DC 742690 35652 MED-PROJECT USA MED-PROJECT IL LLC 1800 M ST NW SUITE S400 WASHINGTON DC 20036 882930427 PERFORM ACTIVITIES OF MED-PROJECT USA IN THE STATE OF ILLINOIS DC 3092747 422368 MED-PROJECT USA MED-PROJECT FL LLC 1800 M ST NW SUITE S400 WASHINGTON DC 20036 991754611 PERFORM ACTIVITIES OF MED-PROJECT USA IN THE STATE OF FLORIDA DC 126170 -135794 MED-PROJECT USA PHARMACEUTICAL PRODUCT STEWARDSHIP WORK GROUP 1800 M STREET NW S400 WASHINGTON DC 20036 464555214 IMPLEMENT & OPERATE PRODUCT STEWARDSHIP DC 501 (C)(6) 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 PHARMACEUTICAL PRODUCT STEWARDSHIP WORK GROUP L 32213032 COST OF SERVICES PHARMACEUTICAL PRODUCT STEWARDSHIP WORK GROUP M 159317 COST OF SERVICES