2023-11-13T09:29:38-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2022-01-01 510161670 ASSOCIATION OF DIABETES CARE & EDUCATION SPECIALISTS ASSO 3124242426 125 S WACKER DRIVE 600 CHICAGO IL 60606 MATTHEW HORNBERGER CEO/CORPORATE SECRETARY 3124242426 2023-11-09 1 MATTHEW HORNBERGER 999009999 1 MELISSA STRUCK P01310867 6305738600 2023-11-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAN KAVOOKJIAN PHD MBA 125 S WACKER DRIVE 600 CHICAGO IL 60606 17340037 0 X WWW.DIABETESEDUCATOR.ORG X 1975 IL EMPOWER DIABETES CARE AND EDUCATION SPECIALISTS TO EXPAND THE HORIZONS OF INNOVATIVE EDUCATION, MANAGEMENT AND SUPPORT. 18 15 65 167 116556 71291 5238606 5505109 6352781 7669711 532802 -23034 688070 747229 12812259 13899015 18950 14572 0 0 6994373 6932513 0 0 0 5946006 8008562 12959329 14955647 -147070 -1056632 25105148 20202303 7581669 6188793 17523479 14013510 EMPOWER DIABETES CARE AND EDUCATION SPECIALISTS TO EXPAND THE HORIZONS OF INNOVATIVE EDUCATION, MANAGEMENT AND SUPPORT. 0 0 THE 2022 ANNUAL MEETING AND EXHIBITION BROUGHT TOGETHER MEMBERS OF THE DIABETES CARE AND EDUCATION SPECIALISTS COMMUNITY BOTH IN-PERSON AND ON-DEMAND. THIS IS CONSIDERED THE PREMIER EVENT FOR DIABETES EDUCATION, CARE AND DELIVERY, MEETING THE ORGANIZATION OBJECTIVES TO PROVIDE PROFESSIONAL EDUCATION WITH AN EMPHASIS ON THE PRACTICE GUIDELINES AND COMPETENCIES FOR DIABETES CARE AND EDUCATION SPECIALISTS. CONTINUING EDUCATION REMAINS THE KEY TO MAINTAINING BEST PRACTICES IN DIABETES CARE. ADCES EDUCATION AND PROFESSIONAL DEVELOPMENT PROGRAMS PROVIDE DIABETES CARE AND EDUCATIONAL SPECIALISTS THE TOOLS, TRAINING AND RESOURCES NECESSARY TO HELP THEIR PATIENTS ACCOMPLISH DIABETES SELF-MAINTENANCE GOALS. MULTIDISCIPLINARY EDUCATION PROGRAMS ARE CAREER PATH TARGETED AND INCLUDE COURSES, SEMINARS, WEBINARS, PUBLICATIONS, PRINT MATERIALS AND ONLINE RESOURCES. EXECUTIVE AFFAIRS ENCOMPASSES LIAISON EFFORTS WITH OTHER NON-PROFIT MEDICAL ORGANIZATIONS FOR THE PURPOSE OF FURTHERING DIABETES EDUCATION AND PREVENTION. THIS INCLUDES: PARTNERSHIP WITH RELATED ORGANIZATION AND INDUSTRY FURTHER ADCES'S MISSION, INCLUDING SEVERAL NON-PROFIT AND INTERNATIONAL COLLABORATION INITIATIVES; DEVELOPMENT OF PATIENT EDUCATION AND OUTREACH MATERIALS; MEMBERSHIP, BOARD AND COMMITTEE COMMUNICATIONS; AND OVERSIGHT OF BOARD APPROVED PROGRAMS. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 180 0 65 1 1 1 0 0 0 1 1 0 0 0 X 18 15 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X MATTHEW BIECKER MBA 3126014841 125 S WACKER DRIVE STE 600 CHICAGO IL 60606 JAN KAVOOKJIAN PRESIDENT 20.00 1.00 X X 40000 0 0 LUCILLE HUGHES PRESIDENT-ELECT 10.00 1.00 X X 20000 0 0 KELLY RODRIGUEZ IMMEDIATE PAST PRESIDENT 10.00 1.00 X X 20000 0 0 CHRISTINE MEMERING TREASURER 5.00 1.00 X X 0 0 0 JAMES R GAVIN III BOARD ELECTED DIRECTOR 5.00 1.00 X 0 0 0 DEB BJORSNESS DIRECTOR 5.00 1.00 X 0 0 0 VERONICA BRADY DIRECTOR 5.00 1.00 X 0 0 0 JANE DICKINSON DIRECTOR 5.00 1.00 X 0 0 0 NICHOLAS GALLOWAY DIRECTOR 5.00 1.00 X 0 0 0 DIANA ISAACS DIRECTOR 5.00 1.00 X 0 0 0 VIRGINIA IVES DIRECTOR 5.00 1.00 X 0 0 0 BARBARA KOCUREK DIRECTOR 5.00 1.00 X 0 0 0 MICHELLE MAGEE DIRECTOR 5.00 1.00 X 0 0 0 DAWN NOE DIRECTOR 5.00 1.00 X 0 0 0 KATHERINE O'NEAL DIRECTOR 5.00 1.00 X 0 0 0 DANIEL RUCK DIRECTOR 5.00 1.00 X 0 0 0 GRETCHEN YOUSSEF DIRECTOR 5.00 1.00 X 0 0 0 TAMMIE PAYNE MEMBER AFFILIATE LIASON 5.00 1.00 X 0 0 0 MATTHEW HORNBERGER CEO 37.50 2.00 X X 309777 0 19325 BRADLEY NEAL CFAO (TERM OCT 2022) 37.50 2.00 X 205470 0 19739 LESLIE KOLB CHIEF SCIENCE, PRACTICE & LEARNING OFFICER 37.50 X 227087 0 35489 KATE THOMAS CHIEF ADVOCACY & EXTERNAL AFFAIRS OFFICER 37.50 X 188185 0 21300 CHRISTINE CARTER-EGGERS DIRECTOR OF HUMAN RESOURCE 37.50 X 162711 0 20021 PAULINA DUKER VICE PRESIDENT OF PRACTICE & LEARNING 37.50 X 154457 0 18501 DIANA PIHOS DIRECTOR OF MARKETING AND COMMUNICATIONS 37.50 X 162566 0 16551 NADINE MERKER DIRECTOR OF MISSION AND MEMBER ENGAGEMENT 37.50 X 154495 0 19434 STEVEN RAUCHENECKER DIRECTOR OF MEMBER AND VOLUNTEER SERVICES 37.50 X 150042 0 21880 JODI LAVIN TOMPKINS DIRECTOR OF ACCREDITATION/CONTENT DEVELOPMENT 37.50 X 142451 0 19392 EUGENE BERAN DIRECTOR OF IT 37.50 X 139144 0 20531 2076385 0 232163 16 0 1 0 ON SERVICES PO BOX 74007063 CHICAGO IL 60674 CONSULTING SERVICES 446900 CONVENTUS MEDIA 1 CORPORATE PLACE 55 FERNCROFT RD S DANVERS MA 01923 CONSULTING SERVICES 303352 CATALYST FIRE 65376 NEW CASTLE ROAD NAPERVILLE IL 60540 CONSULTING SERVICES - APPLICATION DEVELO 295571 ABILA 10800 PECON PARK BLVD SUITE 400 AUSTIN TX 78750 ASSOCIATION MEMBERSHIP PROVIDER 150830 DQ&A MARKET RESEARCH 804 HAIGHT ST SAN FRANCISCO CA 94117 CONSULTING SERVICES 124950 9 1512013 3993096 5505109 ANNUAL MEETING 900099 3440536 3404836 35700 MEMBER SERVICES 900099 1683102 1671064 12038 MEMBERSHIP DUES AND VOLUNTEER SER 900099 1629183 1629183 EDUCATION 900099 916890 916890 7669711 280783 280783 238922 68818 170104 3076072 3379889 -303817 -303817 -303817 569440 61133 508307 508307 13899015 8130280 116556 147070 5600 8972 1462063 4440571 244801 404552 380526 18263 39184 133000 74386 1479658 346479 146745 446815 7318 913898 456761 3086705 451017 84559 UBI TAX 27116 SUBSCRIPTION/MEMBERSHIP 225452 BAD DEBT 45401 BANK FEES 21168 4637 14955647 2627647 1556547 1138484 860601 66377 28373 670281 468446 6265637 3879009 2370108 2386628 16362933 13211907 1869318 1689801 25105148 20202303 996031 951564 2652658 1630704 3932980 3606525 7581669 6188793 X 17523479 14013510 17523479 14013510 25105148 20202303 -1056632 -2453337 0 X X 0 1 X 1 1 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1629183 133000 133000 244377 -111377 2484848 685908 1798940 232576 143422 89154 3548213 3049679 498534 2386628 RIGHT OF USE OPERATING LEASE ASSET 1620471 RIGHT OF USE FINANCING LEASE ASSET 69330 1689801 RIGHT OF USE OPERATING LEASE LIABILITY 3529973 RIGHT OF USE FINANCING LEASE LIABILITY 74302 DUE TO FOUNDATION 2250 3606525 X PART X, LINE 2: THE ASSOCIATION HAS ADOPTED THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ASSOCIATION HAS DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022 AND 2021. 1 SCHOLARSHIPS AND AWARDS 17 8972 PART I, LINE 2: AWARDS TO ORGANIZATIONS ARE TO AFFILIATED ORGANIZATIONS (ADCES CHAPTERS AND ADCES FOUNDATION). GRANTS OR OTHER ASSISTANCE TO INDIVIDUALS IS SUPPORTED BY THE AWARDEE PROVIDING DOCUMENTATION TO SUBSTANTIATE THE AWARD AMOUNT OR THE ADCES IS INVOICED AND FORWARDS THE PAYMENT DIRECTLY. X X X 0 0 0 MATTHEW HORNBERGER CEO 309777 0 0 0 0 0 18300 0 1025 0 329102 0 0 0 LESLIE KOLB CHIEF SCIENCE, PRACTICE & LEARNING O 205287 0 21800 0 0 0 13625 0 21864 0 262576 0 0 0 BRADLEY NEAL CFAO (TERM OCT 2022) 184603 0 20867 0 0 0 12328 0 7411 0 225209 0 0 0 KATE THOMAS CHIEF ADVOCACY & EXTERNAL AFFAIRS OF 171985 0 16200 0 0 0 11291 0 10009 0 209485 0 0 0 CHRISTINE CARTER-EGGERS DIRECTOR OF HUMAN RESOURCE 157095 0 5616 0 0 0 9763 0 10258 0 182732 0 0 0 DIANA PIHOS DIRECTOR OF MARKETING AND COMMUNICAT 156343 0 6223 0 0 0 9754 0 6797 0 179117 0 0 0 NADINE MERKER DIRECTOR OF MISSION AND MEMBER ENGAG 148539 0 5956 0 0 0 9270 0 10164 0 173929 0 0 0 PAULINA DUKER VICE PRESIDENT OF PRACTICE & LEARNIN 154457 0 0 0 0 0 9267 0 9234 0 172958 0 0 0 STEVEN RAUCHENECKER DIRECTOR OF MEMBER AND VOLUNTEER SER 144192 0 5850 0 0 0 9003 0 12877 0 171922 0 0 0 JODI LAVIN TOMPKINS DIRECTOR OF ACCREDITATION/CONTENT DE 136833 0 5618 0 0 0 8547 0 10845 0 161843 0 0 0 EUGENE BERAN DIRECTOR OF IT 133744 0 5400 0 0 0 8348 0 12183 0 159675 0 0 0 PART I, LINE 3 THE OFFICER'S COMPENSATION IS APPROVED BY THE BOARD AT THE RECOMMENDATION OF THE GOVERNANCE COMMITTEE. COMPARABILITY DATA IS USED. OTHER KEY EMPLOYEES' COMPENSATION IS AT THE DISCRETION OF THE CEO BASED ON ESTABLISHED COMPENSATION RANGES FOR EACH POSITION USING RELEVANT SALARY SURVEYS TO DETERMINE APPROPRIATENESS OF RANGES AND MATCHING JOB DESCRIPTIONS TO POSITIONS. EVERY THREE YEARS AN OUTSIDE CONSULTANT IS USED TO DO A SALARY STUDY. FORM 990, PART VI, SECTION A, LINE 6 ADCES HAS 6 CATEGORIES OF MEMBERS. ACTIVE MEMBERS, RETIRED MEMBERS AND LIFE MEMBERSHIPS ARE THE 3 CATEGORIES WHO HAVE THE RIGHT TO VOTE. ASSOCIATE MEMBERS, STUDENT MEMBERS AND HONORARY MEMBERSHIP DO NOT. FORM 990, PART VI, SECTION A, LINE 7A ADCES MEMBERSHIP HOLDS AN ANNUAL ELECTION FOR THE BOARD OF DIRECTORS AND OFFICERS. FORM 990, PART VI, SECTION A, LINE 7B POWERS RESERVED TO THE MEMBERSHIP ASSEMBLED AT THE ANNUAL OR SPECIAL MEETING INCLUDE: A) AMEND THE BYLAWS UPON RECOMMENDATION OF THE BOARD OF DIRECTORS, B) REVIEW AND COMMENT ON THE ANNUAL REPORT OF THE BOARD OF DIRECTORS, C) REMOVE OFFICERS UPON RECOMMENDATIONS OF THE BOARD OF DIRECTORS D) REMOVE DIRECTORS, AND E) CONDUCT OTHER BUSINESS THAT MAY PROPERLY COME BEFORE IT. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE THE ORGANIZATION'S FORM 990. MANAGEMENT REVIEWS THE COMPLETED FORM 990 AND PROVIDES A FULL COPY TO ALL VOTING MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. THE GOVERNING BODY IS PROVIDED A REASONABLE AMOUNT OF TIME TO REVIEW THE RETURN AND ASK QUESTIONS DIRECTLY TO ORGANIZATION MANAGEMENT OR THE CONTACT AT THE INDEPENDENT CPA FIRM PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES ARE ANNUALLY REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT AS A PRECURSOR TO THEIR SERVICE TO THE ORGANIZATION. THE POLICY IS DISTRIBUTED AT QUARTERLY BOARD MEETINGS. INTERESTS THAT COULD GIVE RISE TO CONFLICTS ARE DISCLOSED AT THE BEGINNING OF EACH BOARD MEETING AND RECORDED IN THE MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS APPROVED BY THE BOARD AT THE RECOMMENDATION OF THE GOVERNANCE COMMITTEE. COMPARABILITY DATA IS ALSO USED. EVERY THREE YEARS AN OUTSIDE CONSULTANT IS USED TO CONDUCT A SALARY STUDY. THE OTHER KEY EMPLOYEES' COMPENSATION IS AT THE DISCRETION OF THE CEO BASED ON ESTABLISHED COMPENSATION RANGES FOR EACH GRADE USING RELEVANT SALARY SURVEYS TO DETERMINE THE APPROPRIATENESS OF RANGES AND MATCHING JOB DESCRIPTIONS TO GRADES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE AVAILABLE ON THE ASSOCIATION'S WEBSITE. THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. PART XII, LINE 2C THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. PROPOSALS ARE REQUESTED AS DETERMINED NECESSARY, REVIEWED AND APPROVED BY GOVERNANCE. ASSOCIATION OF DIABETES CARE & EDUCATION SPECIALISTS FOUNDATION 125 S WACKER DR SUITE 600 CHICAGO IL 60606 363488423 GRANT FUNDS TO ORG. AND INDV. TO SUPPORT DIABETES EDUCATION & RESEARCH IL 501(C)(3) LINE 7 ASSOCIATION OF DIABETES CARE & EDUCATION SPECIALISTS 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 ASSOCIATION OF DIABETES CARE & EDUCATION SPECIALISTS FOUNDATION O 74124 FMV