2019-05-30T14:48:29-05:00 2018-08-31 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 777 E WISCONSIN AVENUE 32ND FLOOR MILWAUKEE WI 53202 990 2017-09-01 391534049 AIDS RESOURCE CENTER OF WISCONSIN INC AIDS 4142731991 PO BOX 510498 MILWAUKEE WI 532030092 TIMOTHY DYER SECRETARY/TREASURER 4142731991 2019-05-21 1 TROY E MARINE CPA P00187863 4147775500 2019-05-21 38.122.82.115 2019-05-21 10:40:28 CD P 793A1E00ACF041F16FD41A7A782950CAF62641F6 F6719D0144B06E6FC05F7FF323A3B40607EDAFB2 2017 2019-02-21 02:37:17Z TIMOTHY DYER PO BOX 510498 MILWAUKEE WI 532030092 100747582 0 X WWW.ARCW.ORG X 1986 WI THE AIDS RESOURCE CENTER OF WISCONSIN IS AT THE FOREFRONT OF HIV PREVENTION, CARE, AND TREATMENT AND IS DEDICATED TO PROVIDING QUALITY MEDICAL, DENTAL, MENTAL HEALTH AND SOCIAL SERVICES FOR ALL PEOPLE WITH HIV DISEASE. 18 18 288 310 0 128538 13856206 15391581 2667128 2447993 26868 46252 15734562 15556760 32284764 33442586 2151880 2637587 0 0 15794382 16215004 30000 30000 728085 9074115 6318175 27050377 25200766 5234387 8241820 27465961 35966039 2658739 2942738 24807222 33023301 X THE AIDS RESOURCE CENTER OF WISCONSIN IS AT THE FOREFRONT OF HIV PREVENTION, CARE, AND TREATMENT AND IS DEDICATED TO PROVIDING QUALITY MEDICAL, DENTAL, MENTAL HEALTH AND SOCIAL SERVICES FOR ALL PEOPLE WITH HIV DISEASE. 0 0 8578401 995892 17821317 FOLLOWING SUCCESSFUL MERGER WITH ROCKY MOUNTAIN CARES (CARES) AND DENVER INFECTIOUS DISEASE CONSULTANTS IN FEBRUARY 2017, ARCW NOW OPERATES IN DENVER, COLORADO AND THROUGHOUT THE STATE OF WISCONSIN. ACROSS BOTH STATES, ARCW NOW SERVES MORE THAN 5,259 PATIENTS AND CLIENTS. IN WISCONSIN, THE ARCW MEDICAL CENTER AND THE ARCW PHARMACY SERVE THE LARGEST NUMBER OF INDIGENT HIV PATIENTS, HIV PATIENTS OF COLOR, WOMEN WITH HIV, AND GAY MEN WITH HIV IN THE STATE. EVERYONE WITH HIV DISEASE IS ABLE TO ACCESS THE INTEGRATED MEDICAL, DENTAL, MENTAL HEALTH AND SOCIAL SERVICES, REGARDLESS OF THEIR ABILITY TO PAY. IN FY 2018, ARCW PROVIDED $3,587,279 OF UNCOMPENSATED CARE. MORE THAN 90% OF PATIENTS RATE THE CARE THEY RECEIVE AS GOOD OR VERY GOOD. THE ARCW MEDICAL CENTER IS WISCONSIN'S LARGEST AND MOST COMPREHENSIVE PROVIDER OF HEALTH CARE TO HIV PATIENTS. RECOGNIZED BY THE NATIONAL COMMITTEE ON QUALITY ASSURANCE (NCQA) AS A LEVEL 3 PATIENT-CENTERED MEDICAL HOME, THE ARCW MEDICAL CENTER OFFERS A UNIQUE SET OF INTEGRATED MEDICAL, DENTAL, MENTAL HEALTH AND PHARMACY SERVICES THAT ARE HELPING PATIENTS ACHIEVE SUPERIOR HEALTH OUTCOMES. THE ARCW MEDICAL CENTER PROVIDES PATIENTS WITH THE FOLLOWING: MEDICAL CARE THAT INCLUDES MEDICAL MANAGEMENT OF HIV DISEASE, PRIMARY CARE FOR GENERAL HEALTH CONDITIONS, DIAGNOSIS AND TREATMENT OF OTHER CHRONIC AND CO-MORBID CONDITIONS, PSYCHIATRY, INCLUDING TELEPSYCHIATRY FOR THE PATIENTS LIVING CONSIDERABLE DISTANCES FROM THEIR MENTAL HEALTH PROVIDER, MEDICATION ADHERENCE COUNSELING INCLUDING DRUG INTERACTION AND SIDE EFFECT COUNSELING, HIV PREVENTION EDUCATION AND COUNSELING INCLUDING PRE EXPOSURE PROPHYLAXIS FOR HIV-NEGATIVE INDIVIDUALS, AND REFERRALS AND CLOSE MONITORING FOR NEEDED SPECIALTY CARE; DENTAL CARE SERVICES THAT INCLUDE PREVENTATIVE AND RESTORATIVE CARE, ORAL HEALTH EDUCATION, CLEANINGS, FILLINGS AND DENTAL PROSTHETICS, PARTIAL AND FULL DENTURES AND ORAL SURGERY; BEHAVIORAL HEALTH CARE SERVICES THAT INCLUDE MENTAL HEALTH SCREENINGS AND TREATMENT, NEUROPSYCHOLOGICAL TESTING, ALCOHOL AND OTHER DRUG TREATMENT AND INDIVIDUAL AND GROUP COUNSELING AND WELLNESS PROGRAMS; MEDICAL CASE MANAGEMENT THAT ASSURES SUCCESSFUL HEALTH OUTCOMES BY ENROLLING PATIENTS INTO CARE, IDENTIFYING AND SECURING HEALTH CARE PAYER SOURCES WHEN AVAILABLE, PROVIDING MEDICATION AND APPOINTMENT ADHERENCE COUNSELING, ENSURING PATIENT REFERRALS TO SPECIALTY CARE ARE COMPLETED, CONDUCTING HIV PREVENTION COUNSELING AND ASSISTING PATIENTS IN ACCESSING OTHER NEEDED SERVICES; ARCW PHARMACY DISPENSES MEDICATIONS AND MEDICATION ADHERENCE COUNSELING IS AVAILABLE TO MORE THAN 3,400 HIV PATIENTS, REGARDLESS OF ABILITY TO PAY THROUGH THE INTEGRATED ARCW PHARMACY AND ITS MEDICATION ASSISTANCE PROGRAM. HEALTH CARE PROVIDERS ARE ALSO ABLE TO UTILIZE THE EXPERTISE OF ARCW PHARMACISTS IN PROVIDING CARE TO THEIR PATIENTS. IN 2018, ARCW ALSO EXPANDED ACCESS TO PRE-EXPOSURE PROPHYLAXIS - A BIOMEDICAL INTERVENTION THAT IS MORE THAN 95% EFFECTIVE AT PREVENTING HIV UPTAKE- TO MORE THAN 700 PATIENTS. IN DENVER, ARCW IS NOW PROVIDING MEDICAL CARE THAT INCLUDES MEDICAL MANAGEMENT OF HIV DISEASE, PRIMARY CARE FOR GENERAL HEALTH CONDITIONS, DIAGNOSIS AND TREATMENT OF OTHER CHRONIC AND CO-MORBID CONDITIONS, MEDICATION ADHERENCE COUNSELING INCLUDING DRUG INTERACTION AND SIDE EFFECT COUNSELING, HIV PREVENTION EDUCATION AND COUNSELING INCLUDING PRE EXPOSURE PROPHYLAXIS FOR HIV-NEGATIVE INDIVIDUALS, AND REFERRALS AND CLOSE MONITORING FOR NEEDED SPECIALTY CARE.; MEDICAL CASE MANAGEMENT THAT ASSURES SUCCESSFUL HEALTH OUTCOMES BY ENROLLING PATIENTS INTO CARE, IDENTIFYING AND SECURING HEALTH CARE PAYER SOURCES WHEN AVAILABLE, PROVIDING MEDICATION AND APPOINTMENT ADHERENCE COUNSELING, ENSURING PATIENT REFERRALS TO SPECIALTY CARE ARE COMPLETED, CONDUCTION HIV PREVENTION COUNSELING AND ASSISTING PATIENTS IN ACCESSING OTHER NEEDED SERVICES; ARCW PHARMACY DISPENSES MEDICATIONS AND MEDICATION ADHERENCE COUNSELING IS AVAILABLE TO MORE ALL HIV PATIENTS, REGARDLESS OF ABILITY TO PAY THROUGH THE INTEGRATED ARCW PHARMACY AND ITS MEDICATION ASSISTANCE PROGRAM. HEALTH CARE PROVIDERS ARE ALSO ABLE TO UTILIZE THE EXPERTISE OF ARCW PHARMACISTS IN PROVIDING CARE TO THEIR PATIENTS. 7453016 1313820 ARCW PROVIDES SOCIAL SERVICES INCLUDING SOCIAL WORK CASE MANAGEMENT, LEGAL SERVICES, HOUSING PROGRAMS, RENT AND UTILITY ASSISTANCE AND ACCESS TO FOOD PANTRIES THAT ARE INTEGRATED WITH THE HEALTH CARE SERVICES PROVIDED TO HIV PATIENTS. IN 2018 MORE THAN 3,600 CLIENTS ACCESSED ARCW SOCIAL SERVICES. ARCW OFFERS INTEGRATED SOCIAL SERVICES TO HELP HIV PATIENTS OVERCOME SERIOUS SOCIAL DETERMINANTS OF HEALTH THAT ARE OFTEN THE DIFFERENCE BETWEEN SUCCESSFUL DISEASE MANAGEMENT AND A LONG, HEALTHY LIFE OR RAPID DISEASE PROGRESSION. IN 2018, ARCW HANDLED 948 LEGAL MATTERS, PROVIDED MORE THAN 794,925 MEALS TO HIV PATIENTS AND ENSURED INDIVIDUALS WITH HIV RECEIVED MORE THAN 87,493 SAFE HOUSING OVERNIGHT STAYS. BY HELPING PATIENTS OVERCOME BARRIERS TO HEALTH CARE RELATED TO POVERTY, DISCRIMINATION, HOMELESSNESS AND HUNGER, ARCW SOCIAL SERVICES ALLOWS PATIENTS TO FOCUS ON SUCCESSFULLY ADHERING TO COMPLEX TREATMENT REGIMENS THAT AFFORD THEM THE BEST OPPORTUNITY FOR HEALTH. IN DENVER, ARCW PROVIDES SOCIAL WORK CASE MANAGEMENT, TRANSPORTATION ASSISTANCE, HOUSING ASSISTANCE, AND REFERRAL TO SERVICES PROVIDED BY OTHER ORGANIZATIONS SO AS TO AVOID DUPLICATION OF SERVICE DELIVERY. 4238078 327875 IN WISCONSIN, ARCW PROVIDES AGGRESSIVE, TARGETED EDUCATION, PREVENTION AND TESTING SERVICES TO INDIVIDUALS AT HIGHEST-RISK FOR CONTRACTING HIV. IN 2018, ARCW PROVIDED MORE THAN 177,500 HIV PREVENTION CONTACTS ACROSS THE STATE OF WISCONSIN UTILIZING HIV AND STD PREVENTION AND RISK REDUCTION COUNSELING FOR GAY MEN AND MEN WHO HAVE SEX WITH MEN THROUGH PERSONAL INTERVENTIONS, THE INTERNET AND SOCIAL MEDIA; HIV AND HEPATITIS C COUNSELING AND TESTING SERVICES FOR INJECTION DRUG USERS AND THEIR PARTNERS; CLEAN NEEDLE EXCHANGE AND RISK REDUCTION COUNSELING FOR INJECTION DRUG USERS; OPIATE OVERDOSE PREVENTION EDUCATION; PREVENTION AND TESTING SERVICES FOR WOMEN AND YOUTH AT-RISK FOR HIV AND HIV AWARENESS, EDUCATION AND REFERRAL SERVICES. IN DENVER, ARCW IS OFFERING HIV COUNSELING, TESTING AND REFERRAL SERVICES PRIMARILY MEETING THE HIV AND STI PREVENTION NEEDS OF MEN WHO HAVE SEX WITH MEN. 825048 ARCW'S PUBLIC POLICY PROGRAM CONDUCTED ADVOCACY TO THE LOCAL, STATE, AND FEDERAL LEVELS OF GOVERNMENT AND ITS VOLUNTEER SERVICES DEPARTMENT RECRUITED, TRAINED, AND PLACED MORE THAN 350 VOLUNTEERS IN THE SUPPORT OF ALL AREAS OF AGENCY OPERATIONS. 825048 21094543 1 1 0 1 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 247 4 1 288 1 1 1 0 0 0 0 1 1 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X ROBERT WEDEL 4142251626 648 N PLANKINTON AVENUE MILWAUKEE WI 53203 MIKE ANDERES BOARD MEMBER 1.00 2.00 X 0 0 0 BRETT DAVIS BOARD MEMBER 1.00 2.00 X 0 0 0 RONALD DUNN VICE CHAIR 1.00 2.00 X 0 0 0 NANCY FLAGG BOARD MEMBER 1.00 2.00 X 0 0 0 BOOKER GATSON BOARD MEMBER 1.00 2.00 X 0 0 0 ELDONNA HAZEN BOARD MEMBER 1.00 2.00 X 0 0 0 MIKE HUGHES BOARD MEMBER 1.00 2.00 X 0 0 0 JERRY JANIS CHAIR 1.00 2.00 X 0 0 0 JACKIE JOSEPH-SILVERSTEIN BOARD MEMBER 1.00 2.00 X 0 0 0 BRAD KALSCHEUR BOARD MEMBER 1.00 2.00 X 0 0 0 GEORGE MACKINNON BOARD MEMBER 1.00 2.00 X 0 0 0 VICTOR MIRANDA BOARD MEMBER 1.00 2.00 X 0 0 0 PETER NEWCOMER BOARD MEMBER 1.00 2.00 X 0 0 0 CHRIS PRICE BOARD MEMBER 1.00 2.00 X 0 0 0 TAMIM SIFRI BOARD MEMBER 1.00 2.00 X 0 0 0 LISA VANLERBERGHE BOARD MEMBER 1.00 2.00 X 0 0 0 PORTIA YOUNG BOARD MEMBER 1.00 2.00 X 0 0 0 DAN KAPLAN BOARD MEMBER 1.00 2.00 X 0 0 0 MICHAEL J GIFFORD PRESIDENT & CEO 40.00 2.00 X 383900 0 65212 TIMOTHY DYER SEC/TREAS 40.00 2.00 X 254766 0 27605 DEBRA ENDEAN VP COO 40.00 2.00 X 254460 0 30679 DAN MUELLER VICE PRESIDENT & CDO 40.00 2.00 X 188182 0 13188 RICK FONS VICE PRESIDENT OF PHARMACY SERVICES 40.00 2.00 X 222430 0 14494 NICHOLAS OLSON DIRECTOR OF CLINICAL PHARMACY 40.00 2.00 X 164536 0 26000 JASON JENDERS DIRECTOR OF PHARMACY SERVICES 40.00 2.00 X 167252 0 11481 SCOTT GREATENS DIRECTOR OF DENTAL SERVICES 40.00 2.00 X 178721 0 8564 ASMA IQBAL PSYCHIATRIST 40.00 2.00 X 145668 0 27241 1959915 0 224464 22 0 1 0 MEDICAL COLLEGE OF WISCONSIN 8701 W WATERTOWN PLANK RD MILWAUKEE WI 53226 PHYSICIAN SERVICES 480915 BARTELS LIMITED PARTNERSHIP 826 N PLANKINTON AVENUE MILWAUKEE WI 53203 OFFICE/FACILITY RENT 286983 ROSE MEDICAL PLAZA CO CBRE PO BOX 176202 DENVER CO 80220 OFFICE/FACILITY RENT 277517 DENVER INFECTIOUS DISEASE CENTER 4545 E 9TH AVENUE SUITE 120 DENVER CO 80220 PHYSICIAN SERVICES 227763 GATEWAY ASSOCIATES CO CUSTOM REAL ESTAT W WILSON STREET SUITE 301 MADISON WI 53703 OFFICE/FACILITY RENT 209375 10 364332 337450 13055841 1633958 499814 15391581 MEDICARE/MEDICAID PAYMENT 621399 1534104 1534104 3RD PARTY HEALTH CARE REIMBURSEME 621399 575732 575732 CONTRACT PHARMACY 621399 338157 338157 2447993 40944 40944 24694 0 24694 24694 24694 5008 300 0 0 5008 300 5308 5308 476342 337450 360942 115400 115400 41781 25800 15981 15981 82291578 66918254 15373324 15373324 MISCELLANEOUS 621399 27361 27361 27361 33442586 17821317 0 229688 390390 390390 2247197 2247197 1217992 274738 747202 196052 11549566 9487680 1801193 260693 386728 332645 49140 4943 2175856 1633324 503596 38936 884862 711062 142524 31276 87297 87297 54834 54834 30000 30000 30000 30000 1044386 375922 660399 8065 174568 79162 83306 12100 552780 141335 385900 25545 594092 164566 390894 38632 1660329 1032124 605104 23101 445220 347608 85268 12344 76425 18099 45892 12434 6 6 819515 729368 90147 156329 35523 120806 UBIT - FEDERAL AND STAT 37148 37148 PROGRAM MATERIALS 1735801 1735034 767 CONTRACTED PROGRAM SERV 1413041 1413041 MISCELLANEOUS 138054 64929 39161 33964 -2701650 -261335 -2440315 25200766 21094543 3378138 728085 12141871 13999804 159352 171357 3818755 3249852 4566932 4811956 2070532 2099923 335388 338612 9497629 5327571 4236737 4170058 6196413 136394 928064 27465961 35966039 2615767 2826029 703 0 40251 42269 76458 2658739 2942738 X 24392413 32198904 414809 824397 24807222 33023301 27465961 35966039 X 8241820 -33465 7724 X X 0 1 X 1 1 1 X 12100729 12873614 13974432 13856206 15391581 68196562 12100729 12873614 13974432 13856206 15391581 68196562 68196562 36494 33709 37992 42211 65638 216044 26744 17656 21815 59220 27361 152796 68565402 286047989 0.99460 0.98880 X 0 0 0 0 0 0 0 0 0 0 1 30000 30000 0 PART II-B, LINE 1: ARCW ACTIVELY ADVOCATES IN SUPPORT OF PUBLIC POLICY PROGRAMS THAT PROVIDE ACCESS TO HEALTH CARE AND SOCIAL SERVICES THAT ALLOW PEOPLE LIVING WITH HIV TO ACHIEVE OPTIMAL HEALTH. ARCW ALSO ADVOCATES IN SUPPORT OF PUBLIC POLICY THAT SUPPORTS AGGRESSIVE HIV PREVENTION PROGRAMS. ADVOCACY IS CARRIED OUT BY PAID STAFF AND CONSULTANTS WHO REGISTER AND COMPLY WITH ALL REGULATIONS RELATED TO LOBBYING, AS WELL AS GRASSROOTS LOBBYING CARRIED OUT BY VOLUNTEERS. 0 1 X 603005 70569 3271 670303 541464 61716 175 603005 494115 47369 20 541464 12954 503262 -22101 494115 12941 13 12954 0.77000 0.23000 0 1 1 6032813 2676954 3355859 2252501 1750207 502294 1212315 900410 311905 4170058 DEFERRED COMPENSATION 76458 76458 X 100335099 -33465 7724 -25741 100360840 -66918254 -66918254 33442586 92119020 0 92119020 -66918254 -66918254 25200766 PART IV, LINE 2B: ARCW ACTS AS A FISCAL AGENT FOR THE LATINO HEALTH COUNCIL. ARCW COORDINATES THE FINANCIAL ACTIVITIES ON BEHALF OF THE LATINO HEALTH COUNCIL THROUGH RECEIPT AND DISBURSEMENT OF FUNDS. CASH RECEIPTS IN EXCESS OF DISBURSEMENTS ARE REFLECTED IN THE LIABILITIES IN THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. PART V, LINE 4: ARCW USES INCOME AND REALIZED GAINS FROM ENDOWMENT FUNDS FOR GENERAL PURPOSES. PART X, LINE 2: ARCW, MAHC, AND THE ENDOWMENT ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, ARCW, MAHC, AND THE ENDOWMENT QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAVE BEEN CLASSIFIED AS ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS UNDER SECTION 509(A)(2). ARCW, MAHC, AND THE ENDOWMENT ARE ALSO EXEMPT FROM WISCONSIN INCOME TAXES. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED GAIN ON DEFERRED COMPENSATION PLAN 7,724. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -66,918,254. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -66,918,254. X X X X X X X 1 G STRATEGIES 234 W FLORIDA STREET MILWAUKEE WI 53204 FUNDRAISING 0 0 30000 -30000 30000 -30000 WI CO AIDS WALK 404712 124000 280712 9446 4051 901 20655 97478 MAKE A PROMISE 314797 179450 135347 23130 49940 32851 71816 2 94283 34000 60283 8975 8182 4545 28972 813792 337450 476342 18421 35363 55386 53506 198266 360942 115400 25741 6000 7657 1 1.00000 16040 8020 4123 1 1.00000 41781 14020 11780 25800 15981 WI 1 0 0 0 0.00000 1.00000 MARY ALT 648 NORTH PLANKINTON AVE SUITE 200 MILWAUKEE WI 53203 0 CARRIE SWEET 0 OVERSEE AND COORDINATE GAMING ACTIVITIES X 1 15981 1 COMMON GROUND MINISTRYELENA'S HOUSE PO BOX 26916 WAUWATOSA WI 53226 392005369 501 C 3 21034 TO PROVIDE HIV/AIDS RELATED SERVICES PROJECT HOME FOR RODNEY SCHEEL HOUSE FOUNDATION 1966 S STOUGHTON ROAD MADISON WI 53716 391742330 501 C 3 41481 TO PROVIDE HIV/AIDS RELTAED SERVICES BLACK HEALTH COALITION 3020 VLIET STREET MILWAUKEE WI 53208 391691744 501 C 3 94739 TO PROVIDE HIV/AIDS RELATED SERVICES DIVERSE AND RESILIENT 2439 N HOLTON STREET MILWAUKEE WI 53212 300084919 501 C 3 33136 TO PROVIDE HIV/AIDS RELATED SERVICES MOTHER KATHRYN DANIELS WAY 3500 W MOTHER DANIELS WAY MILWAUKEE WI 53209 202502626 501 C 3 50000 TO PROVIDE HIV/AIDS RELATED SERVICES PATHFINDERS MILWAUKEE INC 4200 N HOLTON ST SUITE 400 MILWAUKEE WI 53212 391185304 501 C 3 50000 TO PROVIDE HIV/AIDS RELATED SERVICES PLANNED PARENTHOOD OF WI INC 302 N JACKSON ST MILWAUKEE WI 53202 390863391 501 C 3 50000 TO PROVIDE HIV/AIDS RELATED SERVICES RUNNING REBELS 225 W CAPITOL DR MILWAUKEE WI 53212 393910464 501 C 3 50000 TO PROVIDE HIV/AIDS RELATED SERVICES 8 0 FINANCIAL ASSISTANCE FOR PATIENTS 803 1298144 FOOD ASSISTANCE FOR PATIENTS 1661 203064 MEDICATION ASSISTANCE FOR PATIENTS 1437 745989 PART I, LINE 2: ARCW GRANTS FUNDS TO OTHER ORGANIZATIONS IN ONE OF TWO WAYS. ARCW MAY PARTNER WITH ANOTHER ORGANIZATION AS A SUB GRANTEE. IN THAT CASE A FORMAL CONTRACT IS ISSUED WITH SPECIFIC PROGRAM ACTIVITIES REQUIRED TO QUALIFY FOR THE FUNDS. THESE SUB GRANTEES ARE REQUIRED TO SUBMIT GRANT BUDGETS FOR PRIOR APPROVAL AND THEN TO BILL FOR ACTUAL EXPENSES INCURRED ACCORDING TO THE APPROVED BUDGET. ARCW PROGRAM STAFF ARE RESPONSIBLE FOR MONITORING THE SUB GRANTEES PERFORMANCE AGAINST THEIR SCOPE OF ACTIVITIES. IN ADDITION, FROM TIME TO TIME ARCW MAY ALSO GRANT UNRESTRICTED FUNDS TO ORGANIZATIONS TO SPONSOR AN EVENT OR ACTIVITY. THESE ARE ONE-TIME GRANTS AUTHORIZED FOR PAYMENT IN ADVANCE. X X X X X 0 1 0 0 0 1 0 0 0 MICHAEL J GIFFORD PRESIDENT & CEO 313900 0 70000 0 0 0 47689 0 17523 0 449112 0 0 0 TIMOTHY DYER SEC/TREAS 222825 0 31941 0 0 0 11466 0 16139 0 282371 0 0 0 DEBRA ENDEAN VP COO 227935 0 26525 0 0 0 13156 0 17523 0 285139 0 0 0 DAN MUELLER VICE PRESIDENT & CDO 163144 0 25038 0 0 0 9431 0 3757 0 201370 0 0 0 RICK FONS VICE PRESIDENT OF PHARMACY SERVICES 192930 0 29500 0 0 0 7958 0 6536 0 236924 0 0 0 NICHOLAS OLSON DIRECTOR OF CLINICAL PHARMACY 150939 0 13597 0 0 0 8580 0 17420 0 190536 0 0 0 JASON JENDERS DIRECTOR OF PHARMACY SERVICES 160680 0 6572 0 0 0 8371 0 3110 0 178733 0 0 0 SCOTT GREATENS DIRECTOR OF DENTAL SERVICES 172712 0 6009 0 0 0 0 0 8564 0 187285 0 0 0 ASMA IQBAL PSYCHIATRIST 145668 0 0 0 0 0 7824 0 19417 0 172909 0 0 0 PART I, LINE 4B THE PRESIDENT & CEO, MICHAEL J. GIFFORD, PARTICIPATES IN A 457(F) PLAN SPONSORED BY ARCW. FOR FY2018, THE ACCRUED AMOUNT UNDER THE PLAN WAS $34,189. PART I, LINE 6 ALL STAFF HAVE PAY FOR PERFORMANCE GOALS EACH YEAR, AND AS PART OF THOSE GOALS, SOME SENIOR STAFF HAVE A NET EARNINGS TARGET AS ONE OF THEIR GOALS. HOWEVER, COMPENSATION IS NOT CALCULATED BASED ON THE NET EARNINGS, BUT ON THE ACHIEVEMENT OF THE NET EARNINGS GOAL ITSELF. X PHARMACEUTICAL SUPPLIES 1 390320 FMV X MEDICAL SERVICES 1 62654 FMV X FURNITURE 1 46840 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE ARCW BOARD OF DIRECTORS HAS DESIGNATED THE FINANCE COMMITTEE OF THE BOARD TO ACT AS THE AUDIT COMMITTEE. AS PART OF THAT ROLE, THE COMMITTEE CONDUCTS A DETAILED REVIEW OF THE 990 PRIOR TO ITS FILING. THE COMMITTEE PROVIDES A REPORT OF THE RESULTS OF THAT REVIEW ALONG WITH A COPY OF THE 990 TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING THE FORM. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE FINANCE AND PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE CURRENT WRITTEN CONFLICT OF INTEREST POLICY AND MAKES RECOMMENDATIONS FOR ANY NECESSARY CHANGE TO THE FULL BOARD OF DIRECTORS FOR ADOPTION. THE CORPORATE SECRETARY DISTRIBUTES AND COLLECTS THE CONFLICT OF INTEREST POLICY AND QUESTIONNAIRE TO OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES. THE QUESTIONNAIRES ARE THEN REVIEWED BY EXECUTIVE MANAGEMENT FOR POSSIBLE CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE CEO IS DETERMINED BY THE BOARD OF DIRECTORS. ON AN ANNUAL BASIS, THE EXECUTIVE COMMITTEE MEETS IN EXECUTIVE SESSION TO REVIEW THE PREVIOUS YEAR'S PERFORMANCE OF THE CEO, AND SETS HIS COMPENSATION FOR THE NEXT YEAR USING VARIOUS COMPENSATION DATA AVAILABLE FOR THEIR USE. THE CHAIR OF THE BOARD COMMUNICATES IN WRITING TO THE VICE PRESIDENT OF PROGRAMS AND HUMAN RESOURCES THE COMPENSATION TO BE AWARDED FOR THE CEO FOR THE NEXT YEAR. THE AGENCY HAS A FORMAL PERFORMANCE REVIEW PROCESS FOR ALL STAFF INCLUDING OFFICERS AND KEY EMPLOYEES THAT IS CONDUCTED ON AN ANNUAL BASIS, USING A PAY FOR PERFORMANCE SYSTEM. EXECUTIVE MANAGEMENT PROVIDES GUIDANCE ON THE RANGE OF SALARY INCREASES THAT ARE AVAILABLE TO STAFF UTILIZING VARIOUS DATA INCLUDING THE ANNUAL CPI, INFLATION RATE, AND A NATIONAL NON-PROFIT SALARY SURVEY CONDUCTED ON AN BI-ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC IN TWO WAYS, ELECTRONICALLY THROUGH GUIDESTAR.ORG AND ON ITS OWN WEBSITE. THE VICE PRESIDENT & CFO MAINTAINS BOTH ELECTRONIC AND HARDCOPY FILES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, AUDITS, AND FORMS 990 AND 1023. THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: UNREALIZED GAIN ON DEFERRED COMPENSATION PLAN 7,724. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR THE PROCESS USED TO SELECT AN INDEPENDENT ACCOUNTANT. ARCW PHARMACY LLC PO BOX 510498 MILWAUKEE WI 53203 273785751 RETAIL PHARAMACY WI 66249709 14233219 AIDS RESOURCE CENTER OF WISCONSIN INC CARES PHARMACY LLC 4500 E 9TH AVE DENVER CO 80220 371741557 RETAIL PHARAMACY CO 16041869 2428533 AIDS RESOURCE CENTER OF WISCONSIN INC MILWAUKEE AIDS HOUSING CORPORATION PO BOX 510498 MILWAUKEE WI 53203 391779442 HOUSING FOR HIV POSITIVE INDIVIDUALS WI 501(C)(3) LINE 7 AIDS RESOURCE CENTER OF WISCONSIN INC 1 ARCW ENDOWMENT FUND INC PO BOX 510498 MILWAUKEE WI 53203 391963731 RAISING FUNDS FOR ARCW'S EXEMPT PURPOSE WI 501(C)(3) LINE 7 AIDS RESOURCE CENTER OF WISCONSIN INC 1 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 MILWAUKEE AIDS HOUSING CORPORATION D 92180 FMV MILWAUKEE AIDS HOUSING CORPORATION D 735931 FMV