2024-10-21T12:00:10-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2023-01-01 510161670 ASSOCIATION OF DIABETES CARE & EDUCATION SPECIALISTS ASSO 3124242426 125 S WACKER DRIVE 600 CHICAGO IL 60606 MATTHEW HORNBERGER CEO/CORPORATE SECRETARY 3124242426 2024-10-06 1 0 MELISSA STRUCK P01310867 6305738600 2024-10-06 2023 2024-10-15 13:58:12Z LUCILLE HUGHES DNP MSN 125 S WACKER DRIVE 600 CHICAGO IL 60606 18507252 0 X WWW.ADCES.ORG X 1975 IL EMPOWER DIABETES CARE AND EDUCATION SPECIALISTS TO EXPAND THE HORIZONS OF INNOVATIVE EDUCATION, MANAGEMENT AND SUPPORT. 18 15 72 167 125623 88965 5505109 6985837 7669711 7393633 -23034 833547 747229 799706 13899015 16012723 14572 18197 0 0 6932513 7368806 0 0 0 8008562 8634186 14955647 16021189 -1056632 -8466 20202303 21705093 6188793 6486192 14013510 15218901 EMPOWER DIABETES CARE AND EDUCATION SPECIALISTS TO EXPAND THE HORIZONS OF INNOVATIVE EDUCATION, MANAGEMENT AND SUPPORT. 0 0 THE 2023 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 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 239 0 72 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 LUCILLE HUGHES PRESIDENT 20.00 1.00 X X 40000 0 0 JANE DICKINSON PRESIDENT-ELECT 10.00 1.00 X X 20000 0 0 JAN KAVOOKJIAN IMMEDIATE PAST PRESIDENT 10.00 1.00 X X 20000 0 0 KATHERINE O'NEAL 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 MARILYN COX DIRECTOR 5.00 1.00 X 0 0 0 VERONICA BRADY DIRECTOR 5.00 1.00 X 0 0 0 STARLIN HAYDON-GREATTING 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 GWEN KLINKER DIRECTOR 5.00 1.00 X 0 0 0 JACQUELINE LAMANNA DIRECTOR 5.00 1.00 X 0 0 0 CLIPPER YOUNG 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 365702 0 20916 MATTHEW BIECKER CFO 37.50 2.00 X 153081 0 22385 LESLIE KOLB COO 37.50 X 256451 0 36930 CHRISTINE CARTER-EGGERS DIRECTOR OF HUMAN RESOURCE 37.50 X 183906 0 21812 PAULINA DUKER VICE PRESIDENT OF PRACTICE 37.50 X 195505 0 20949 DIANA PIHOS DIRECTOR OF MARKETING AND 37.50 X 170995 0 11178 NADINE MERKER DIRECTOR OF MISSION AND ME 37.50 X 158263 0 20163 STEVEN RAUCHENECKER DIRECTOR OF MEMBER AND VOL 37.50 X 163841 0 20609 JODI LAVIN TOMPKINS DIRECTOR OF ACCREDITATION/ 37.50 X 148731 0 19704 EUGENE BERAN DIRECTOR OF IT 37.50 X 140494 0 22247 2016969 0 216893 20 0 1 0 CONVENTUS MEDIA 1 CORPORATE PLACE 55 FERNCROFT RD S DANVERS MA 01923 CONFERENCE MANAGEMENT FEES 276951 BAKER DONELSON BERMAN CALDWELL & BERKOWI 901 K ST NW STE 900 WASHINGTON DC 20001 ADVOCACY SERVICES 120000 2 2648469 4337368 6985837 ANNUAL MEETING 900099 3203226 3103351 99875 MEMBERSHIP DUES AND VOLUNTEER SER 900099 1646792 1646792 MEMBER SERVICES 900099 1549364 1540729 8635 EDUCATION 900099 994251 994251 7393633 400692 400692 349997 17113 332884 2802802 2369947 432855 432855 432855 574291 124582 449709 449709 16012723 7734832 125623 1166431 1100 17097 1357638 4860862 452572 364889 332845 27350 49164 137000 77127 1472464 318046 176012 477092 6429 860380 665465 3563382 417673 113015 UBI TAX 13489 SUBSCRIPTION/MEMBERSHIP 181816 CREDIT LOSS EXPENSE 67751 BANK FEES 7826 2705 16021189 1556547 1315635 860601 1510662 28373 87854 468446 424658 6704824 4291843 2386628 2412981 13211907 14432138 1689801 1521165 20202303 21705093 951564 1079980 1630704 2162352 3606525 3243860 6188793 6486192 X 14013510 14838901 380000 14013510 15218901 20202303 21705093 -8466 1213857 0 X X 0 1 X 1 1 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1646792 137000 137000 247019 -110019 2484848 908457 1576391 232576 189936 42640 3987400 3193450 793950 2412981 RIGHT OF USE OPERATING LEASE ASSET 1485767 RIGHT OF USE FINANCING LEASE ASSET 33158 DUE FROM FOUNDATION 2240 1521165 RIGHT OF USE OPERATING LEASE LIABILITY 3207401 RIGHT OF USE FINANCING LEASE LIABILITY 36459 3243860 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, 2023 AND 2022. 1 SCHOLARSHIPS AND AWARDS 40 17097 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 325402 0 40300 0 0 0 19800 0 1116 0 386618 0 0 0 LESLIE KOLB COO 240583 0 15868 0 0 0 15387 0 21543 0 293381 0 0 0 PAULINA DUKER VICE PRESIDENT OF PRACTICE 183692 0 11813 0 0 0 11730 0 9219 0 216454 0 0 0 CHRISTINE CARTER-EGGERS DIRECTOR OF HUMAN RESOURCE 173106 0 10800 0 0 0 11034 0 10778 0 205718 0 0 0 STEVEN RAUCHENECKER DIRECTOR OF MEMBER AND VOL 160057 0 3784 0 0 0 9830 0 10779 0 184450 0 0 0 DIANA PIHOS DIRECTOR OF MARKETING AND 166989 0 4006 0 0 0 10260 0 918 0 182173 0 0 0 NADINE MERKER DIRECTOR OF MISSION AND ME 154447 0 3816 0 0 0 9496 0 10667 0 178426 0 0 0 MATTHEW BIECKER CFO 153081 0 0 0 0 0 9185 0 13200 0 175466 0 0 0 JODI LAVIN TOMPKINS DIRECTOR OF ACCREDITATION/ 145115 0 3616 0 0 0 8924 0 10780 0 168435 0 0 0 EUGENE BERAN DIRECTOR OF IT 136866 0 3628 0 0 0 8430 0 13817 0 162741 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, ASSOCIATE MEMBERS, STUDENT MEMBERS, AND INTERNATIONAL MEMBERS ARE THE 5 CATEGORIES WHO HAVE THE RIGHT TO VOTE. INDUSTRY MEMBERS 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 DIRECTORS, AND D) 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 75612 FMV