2025-07-24T10:56:13-05:00 2024-09-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2023-10-01 520942322 American Society of Consultant Pharmacists AMER 7037391300 1240 N Pitt St 300 Alexandria VA 223145601 Chad Worz CEO 7037391300 2025-07-23 1 1 Amanda E Waterhouse P02014004 7038930300 2025-07-22 2023 2025-03-06 01:10:19Z ASCP Chad Worz 1240 N Pitt St 300 Alexandria VA 223145601 7282114 0 X https://www.ascp.com/ X 1969 MA To promote healthy aging by empowering pharmacists with education, resources, and innovative opportunities. 13 13 27 100 158096 3306 1574654 2821256 3790069 4304087 119021 153365 42239 3406 5525983 7282114 28179 28930 0 0 2736325 2857247 0 0 0 2576635 3907746 5341139 6793923 184844 488191 5635734 7396446 2867060 3705311 2768674 3691135 X Promote healthy aging by empowering pharmacists with education, resources, and innovative opportunities. 0 0 Member services: This program consists of activities to promote and improve pharmacy practice in health care institutions, long-term facilities, assisted living, home and community settings and other senior care settings as a service to ASCP's members. This program also includes production of publications which pertain to consultant pharmacy that are published as a service to members and nonmembers of the Society. Meetings and Conferences: This program consists of meetings and conferences held for the education and professional development of members. Advocacy: This program consists of governmental relations activities that focus on increasing medication accessibility making medications more affordable and educating lawmakers on the critical management services that ASCP's members provide. Research and Education projects: This program consists of activities such as developing new educational programs, promoting the value of senior care and consultant pharmacy services and enabling continued innovation. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 80 0 1 27 1 1 1 0 0 0 1 1 0 0 0 X 13 13 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 0 0 X The Organization 7037391300 1240 N Pitt St 300 Alexandria VA 223145601 Hedva Levy Chair (Until 11/2023) 1.00 X X 0 0 0 Jeanne Manzi Chair (As of 11/2023) 1.00 X X 0 0 0 Deborah Milto President (As of 11/2023) 1.00 1.00 X X 0 0 0 Marsha Meyer President-elect (As of 11/2023) 1.00 1.00 X X 0 0 0 Rolf Schrader Treasurer 1.00 1.00 X X 0 0 0 Rob Leffler Director 1.00 X 0 0 0 Rob Accetta Director 1.00 X 0 0 0 Jessica Androff Director 1.00 X 0 0 0 Flora Bessey Director 1.00 1.00 X 0 0 0 Jennifer Divinney Director 1.00 1.00 X 0 0 0 Carrie McClaughry Director 1.00 X 0 0 0 Christina Polomoff Director 1.00 X 0 0 0 Scott Blaszcyzk Director 1.00 X 0 0 0 Jeffery Schneider Director 1.00 1.00 X 0 0 0 Jason Sutton Director (Until 11/2023) 1.00 X 0 0 0 Teri Fagan Director (Until 11/2023) 1.00 X 0 0 0 Chad Worz CEO/Secretary 37.00 3.00 X 371799 0 14987 Chuck Molina CFO 40.00 X 146824 0 6266 Christine Holder Sr Dir of Strategic Growth 40.00 X 183849 0 8703 Avra Thomas Sr Dir of Pharmacy Practice 40.00 X 138668 0 8534 Arnold Clayman VP, Professional Affairs 40.00 X 141957 0 9423 Jing Wu Dir of Pharmacy Data Strategy 40.00 X 128318 0 7930 James Lewis Sr Dir of Policy & Advocacy 40.00 X 142891 0 7234 1254306 0 63077 7 0 1 0 0 50000 2771256 2821256 Conventions & Conferences 611710 2098566 499606 49760 1549200 Membership Dues 900099 926462 926462 Educational 611710 676088 676088 Online Continuing Ed. 611710 387478 387478 Publications & Product Sales 541800 215493 107157 108336 4304087 124392 124392 354 354 28973 0 28973 28973 28973 Other Revenue 900099 3052 3052 3052 7282114 2599843 158096 1702919 X 22034 6896 937242 1575370 61968 117361 165306 5965 8089 21486 2118710 9037 86114 190288 126427 288834 738124 3008 26261 53838 Journal Fees 144909 Dues and Subscriptions 64510 Other Misc. expenses 22146 6793923 1415970 2301016 469616 107000 102474 288877 187126 327700 265795 229714 51593 36081 3036785 3975283 372170 360489 5635734 7396446 392067 386709 1865370 2775691 609623 542911 2867060 3705311 X 2650652 3691135 118022 0 2768674 3691135 5635734 7396446 488191 434270 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 926462 61559 42747 104306 46323 57983 43815 37139 6676 175505 149306 26199 46475 43269 3206 36081 Loan Payable-Paycheck Protection Program 310051 Lease Liability - Operating leases 223148 Employee 401k Payable 9712 542911 1 University of Maryland PO Box 41428 Baltimore MD 21203 526002033 Gov't 14430 0 Award for Fellowship 1 0 Scholarships 12 6896 Part I, Line 2: The Organization monitors the grant to make sure it was used for the intended purpose. X X X X X 0 0 0 Chad Worz CEO/Secretary 351661 0 20000 0 138 0 11796 0 3191 0 386786 0 0 0 Christine Holder Sr Dir of Strategic Growth 156000 0 27591 0 258 0 5807 0 2896 0 192552 0 0 0 Chuck Molina CFO 145400 0 1000 0 424 0 3415 0 2851 0 153090 0 0 0 Arnold Clayman VP, Professional Affairs 139721 0 1000 0 1236 0 6584 0 2839 0 151380 0 0 0 James Lewis Sr Dir of Policy & Advocacy 141816 0 1000 0 75 0 4460 0 2774 0 150125 0 0 0 Form 990, Part VI, Section A, line 1a The President, President-elect, Treasurer, Immediate Past President, Secretary, and one member from the Board of Directors shall constitute the Executive Committee of the Society. The Executive Committee shall serve as a leadership team to advise and assist the President in execution of his/her duties, including setting Board agendas, reviewing budgets, and making recommendations to the Board for action. The Executive Committee shall make no policy without Board approval. The Executive Committee may make decisions requiring action only in emergency situations when a quorum of the Board of Directors cannot be arranged in a timely fashion. Actions of the Executive Committee shall be reported to the Board of Directors within 5 working days and in all cases at the Board's next meeting. Form 990, Part VI, Section A, line 6 The Society has dues paying members. The Society has eleven (11) classes of membership: Active, Senior Health Care Professional, Technician, Student, Active Spouse, Retired, Life, Honorary, International, New Practitioner, and Graduate Member. The Board may establish subcategories within these membership categories from time to time to provide greater opportunity or clarity in its membership offerings. Active, Geriatric Health Care Professional, Technician, Active Spouse, Retired, Life and Honorary Members shall be entitled to vote in the Society or its chapters. Form 990, Part VI, Section A, line 7a Voting members elect the Board of Directors. Form 990, Part VI, Section A, line 7b Each voting member shall be entitled to cast one (1) vote upon each and every question properly coming before any membership vote of the Society. Form 990, Part VI, Section B, line 11b The Organization engages an outside accounting firm to prepare the draft of the form 990 and necessary schedules. The Chief Financial Officer (CFO) validates and approves the final version of form 990. The CFO goes over the information line by line with the Executive Director. The review involves showing the underlying source documents, explaining the policies & procedures and answering any questions. The whole process takes place after the annual audit is completed. Form 990, Part VI, Section B, line 12c Disclosure of bias or potential conflicts of interest and related party transactions whereas securing members who have a wide variety of professionally related experiences to serve on the Board of Directors furthers the interest of ASCP by providing valuable perspectives on policy development, professional and ASCP issues, and provides various means to communicate ASCP policies, standards, and activities to different publics, and ASCP recognizes that it would be unreasonable to expect its volunteer members to give up other individual professional activities and financial interests while serving on the Board of Directors, and such service must meet certain legal and ethical principles which, recognizing the fiduciary nature thereof, requires members to act honestly, in good faith and in the best interests of ASCP, and when such other professional activity and financial interests of a member may diverge from the interests of ASCP, the member should act in accordance with the ASCP policy governing the disclosure of bias and potential conflicts of interest, and the concept of fiduciary duty is especially pertinent to "related party transactions", therefore the Board of Directors resolves, that the following policy be adopted for current and all future members of the Board of Directors. Bias or potential conflicts of interest, 1. Members who serve on the Board of Directors are expected to exercise their best judgement to further the interest of ASCP, this judgement must be exercised in light of their experiences, perspectives, and expertise. 2. Annually, a member serving on the Board of Directors shall disclose all potential conflicts of interest and employment, professional activities, and financial interests to the Executive Director of ASCP on the attached ASCP disclosure statement. Members of the Board of Directors will review and update their disclosure statement prior to each meeting of the Board of Directors and/or Executive Committee. 3. If any question shall arise as to whether a particular activity or organizational affiliation constitutes a conflict of interest for a member of the Board of Directors, the question shall be submitted to the Board of Directors for a decision. A majority vote of the Board of Directors shall decide such questions. However, if a member believes he/she may have a conflict of interest, he/she may excuse himself/herself from the discussion of a particular matter and/or the vote. In cases where the Board of Directors determines the conflict is a problem relative to continued service, the member shall take the action required under #7. If the member fails to take the action required under #7, the Board of Directors may remove the member from office as permitted in Article IX, Section 12 of the ASCP by-laws. 4. If a member of the Board of Directors finds that he/she is in competition with the Society in any activity or business, or in any specific business proposal, the member must disclose this in a timely manner. 5. No member of the Board of Directors shall disclose to others or use for his/her own benefit, or the benefit of others, any information owned, possessed or used by the Society that is identified as "confidential," except as authorized by the Society and for its benefit. 6. Any member of the Board of Directors having a potential conflict of the matter, and he/she should not be counted in determining the quorum for the meeting, even when permitted by law. The minutes of the meeting shall reflect that a disclosure was made, the abstention from voting, and quorum situation by majority vote of the Board of Directors, any individual with a potential conflict of interest may, in addition to being excluded from voting on the matter in question, be excluded from any participation in the matter and/or may be excluded from the meeting during consideration and voting upon the matter in question. 7. In the event a member of the Board of Directors is involved in activities or organizations which constitute an actual conflict of interest that affects his/her continued service, he/she shall take prompt action to resolve the conflict by (a) terminating the conflicting activity or organizational affiliation, or (b) by resigning from the ASCP Board of Directors. 8. The foregoing requirements should not be construed as preventing the member from briefly stating his/her position in the matter, nor from answering pertinent questions of Board members since his/her knowledge may be of great assistance related party transactions. 9. The ASCP operating policy for IRS intermediate sanctions compliance will apply for the approval of all related party transactions. All related party transactions must be approved in advance by the executive committee of ASCP annually, a member serving on the Board of Directors shall disclose all approved related party transactions to the Executive Director of ASCP on the attached ASCP disclosure statement. Members of the Board of Directors will review and update their disclosure statement prior to each meeting of the Board of Directors and/or executive committee. This policy will be provided on an annual basis to all members of the ASCP Board of Directors. New board members will be advised of the policy upon taking office. This policy will be provided to any individual read at the beginning of all meetings of the ASCP Board of Directors, and the executive committee. "It is my duty as chair of the American Society of Consultant Pharmacists to remind you, the Board of Directors for the Society, of your fiduciary responsibility and duty to the Association. At times during board deliberations, we will be engaged in conversations, which may involve ASCP proprietary and/or sensitive issues of a confidential or non-confidential nature. As board members you are entrusted by the membership and your fellow board members to safeguard sensitive information and to act in the best interest of the association. As board members you also have a duty to disclose any actual, potential or perceived conflicts of interest that may impact your ability to fulfill your board duties. If at any time during our deliberations on an issue or agenda item, a potential conflict becomes apparent to you, you should immediately bring the issue to the attention of the chair and recuse yourself from further participation in said issue. At this time I'll ask does anyone have any disclosures." The Chairman of the Board of Directors and the Executive Director are authorized and directed to see that the foregoing policies are implemented. Form 990, Part VI, Section B, line 15a The Board has established a compensation committee. The compensation committee members are the same persons who serve on the executive committee of the organization. The compensation committee approves the compensation. Of the top management official, namely Executive Director, the committee uses the compensation survey of similar sized organizations in the Washington metropolitan area to ensure that employees are paid fairly relative to the external job market. The surveyed organizations are similar in terms of number of employees, size of budget and type of members. The compensation contract is reviewed and adjusted every three years for the Executive Director. The Executive Director is not present while committee discusses his compensation. The compensation committee discloses the information with the Board of Directors. The Executive Director determines the compensation of key employees. 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 in compliance for the period of disclosure as set forth in section 6104(d). The public can request them by either sending an email to info@ascp.com or writing to Chad Worz, Executive Director, ASCP, 1240 N Pitt street, Suite 300, Alexandria, VA 22314. Form 990, Part IX, line 11g Consulting & Other Professional fees 1,543,907. Product Development 52,154. Stipends 207,341. Author and Other fees 315,308. American Society of Consultant Pharmacists Foundation 1240 N Pitt St Suite 300 Alexandria VA 22314 541358129 Research & Education DC 501(c)(3) Line 12a, I ASCP 1 ASCP - PAC 1240 N Pitt St Suite 300 Alexandria VA 22314 542006355 Political Action Committee DC 527 ASCP 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 ASCP Foundation C 50000 Cash ASCP Foundation Q 100000 Cash