2025-10-20T10:13:44-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2024-01-01 510161670 ASSOCIATION OF DIABETES CARE & EDUCATION SPECIALISTS ASSO 3124242426 125 S WACKER DRIVE 600 CHICAGO IL 60606 MATTHEW HORNBERGER CEO/CORPORATE SECRETARY 3124242426 2025-10-19 1 1 MELISSA STRUCK P01310867 6305738600 2025-10-19 2024 2025-03-06 01:10:19Z JANE K DICKINSON RN PH 125 S WACKER DRIVE 600 CHICAGO IL 60606 19755539 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 74 167 173586 130643 6985837 8496694 7393633 7325674 833547 388831 799706 720183 16012723 16931382 18197 18025 0 0 7368806 8193607 0 0 0 8634186 10026129 16021189 18237761 -8466 -1306379 21705093 22077668 6486192 6860944 15218901 15216724 EMPOWER DIABETES CARE AND EDUCATION SPECIALISTS TO EXPAND THE HORIZONS OF INNOVATIVE EDUCATION, MANAGEMENT AND SUPPORT. 0 0 THE 2024 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 1 401 0 74 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 JANE K DICKINSON PRESIDENT 20.00 1.00 X X 40000 0 0 VERONICA BRADY PRESIDENT-ELECT 10.00 1.00 X X 20000 0 0 LUCILLE HUGHES IMMEDIATE PAST PRESIDENT 10.00 1.00 X X 10000 0 0 GRETCHEN YOUSSEF TREASURER 5.00 1.00 X X 0 0 0 JENNIFER N CLEMENTS DIRECTOR 5.00 1.00 X 0 0 0 MARILYN COX DIRECTOR 5.00 1.00 X 0 0 0 PATRICIA DAVIDSON DIRECTOR 5.00 1.00 X 0 0 0 JAMES R GAVIN BOARD-ELECTED DIRECTOR 5.00 1.00 X 0 0 0 SAMUEL GROSSMAN DIRECTOR 5.00 1.00 X 0 0 0 STARLIN HAYDON-GREATTING 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 GWEN KLINKNER DIRECTOR 5.00 1.00 X 0 0 0 JACQUELINE LAMANNA DIRECTOR 5.00 1.00 X 0 0 0 JANICE MACLEOD DIRECTOR 5.00 1.00 X 0 0 0 BALEANA WATTS-MCGILBERRY DIRECTOR 5.00 1.00 X 0 0 0 CLIPPER YOUNG DIRECTOR 5.00 1.00 X 0 0 0 LEIGH BAK MEMBER AFFILIATE LIASON 5.00 1.00 X 0 0 0 MATTHEW HORNBERGER CEO 37.50 2.00 X X 392041 0 21815 MATTHEW BIECKER CFO 37.50 2.00 X 227518 0 27604 LESLIE KOLB COO 37.50 X 272253 0 31448 PAULINA DUKER VICE PRESIDENT OF PRACTICE & LEARNING 37.50 X 205990 0 21007 CHRISTINE CARTER-EGGERS DIRECTOR OF HUMAN RESOURCES 37.50 X 193013 0 22577 DIANA PIHOS DIRECTOR OF MARKETING AND COMMUNICATIONS 37.50 X 177011 0 11562 NADINE MERKER DIRECOTR OF MISSION AND MEMBER ENGAGEMENT 37.50 X 163532 0 20840 JODI LAVIN TOMPKINS DIRECTOR OF ACCREDITATION/ CONTENT DEVELOPMENT 37.50 X 153958 0 20356 EUGENE BERAN DIRECTOR OF IT 37.50 X 146631 0 23589 JULIA SOCKE DIRECTOR OF DIABETES EDUCATION & PREVENTION PROGRA 37.50 X 146456 0 19774 2148403 0 220572 20 0 1 0 ON SVCS PO BOX 4458 DEPT 312 HOUSTON TX 77210 AUDIO VISUAL SVCS 552845 EMI ADVISORS LLC 4133 WOODBINE STREET CHEVY CHASE MD 20815 MATCH CONSULTANT 515275 CONVENTUS MEDIA 1 CORPORATE PLACE 55 FERNCROFT RD S DANVERS MA 01923 CONFERENCE MANAGEMENT FEES 285553 AMER ACADEMY OF PEDIATRICS INC PO BOX 7526 CAROL STREAM IL 60197 MATCH CONSULTANT 241424 EMORY UNIVERSITY PO BOX 935084 ATLANTA GA 31193 DELTA CONSULTANT 187000 17 4859802 3636892 8496694 MEMBER SERVICES 900099 2379522 2370624 8898 ANNUAL MEETING 541800 2208053 2062108 145945 MEMBERSHIP DUES AND VOLUNTEER SER 900099 1719808 1719808 EDUCATION 611600 1018291 1018291 7325674 444724 444724 218815 18743 200072 2656932 2712825 -55893 -55893 -55893 513458 111332 402126 402126 MISCELLANEOUS REVENUE 900099 99242 99242 99242 16931382 7672199 173586 588903 X 3000 15025 1485266 5419892 298380 518478 471591 59200 78448 120000 77625 2906782 265302 127046 533069 13933 867409 643927 3283145 21178 462529 91275 UBI TAX 23060 SUBSCRIPTION/MEMBERSHIP 245271 PROGRAM ACCREDIATION 107116 CREDIT LOSS EXPENSE 92330 7484 18237761 1315635 1134326 1510662 2104866 87854 19454 424658 254792 6810388 4735822 2412981 2074566 14432138 15046312 1521165 1443352 21705093 22077668 1079980 1680306 2162352 1523377 600000 3243860 3057261 6486192 6860944 X 14838901 15216724 380000 0 15218901 15216724 21705093 22077668 -1306379 1304202 0 X X 0 1 X 1 1 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1719808 249506 249506 257971 -8465 2484848 1131006 1353842 232576 232576 0 4092964 3372240 720724 2074566 RIGHT OF USE OPERATING LEASE ASSET 1335506 RIGHT OF USE FINANCING LEASE ASSET 107846 1443352 RIGHT OF USE OPERATING LEASE LIABILITY 2856018 RIGHT OF USE FINANCING LEASE LIABILITY 107643 DUE TO FOUNDATION 93600 3057261 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, 2024 AND 2023. 1 SCHOLARSHIPS AND AWARDS 27 15025 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 343100 0 48941 0 0 0 20700 0 1115 0 413856 0 0 0 LESLIE KOLB COO 252844 0 19409 0 0 0 17233 0 14215 0 303701 0 0 0 MATTHEW BIECKER CFO 215143 0 12375 0 0 0 14404 0 13200 0 255122 0 0 0 PAULINA DUKER VICE PRESIDENT OF PRACTICE & LEARNIN 191657 0 14333 0 0 0 12727 0 8280 0 226997 0 0 0 CHRISTINE CARTER-EGGERS DIRECTOR OF HUMAN RESOURCES 179846 0 13167 0 0 0 11692 0 10885 0 215590 0 0 0 DIANA PIHOS DIRECTOR OF MARKETING AND COMMUNICAT 172012 0 4999 0 0 0 10599 0 963 0 188573 0 0 0 NADINE MERKER DIRECOTR OF MISSION AND MEMBER ENGAG 158781 0 4751 0 0 0 10071 0 10769 0 184372 0 0 0 JODI LAVIN TOMPKINS DIRECTOR OF ACCREDITATION/ CONTENT D 149445 0 4513 0 0 0 9568 0 10788 0 174314 0 0 0 EUGENE BERAN DIRECTOR OF IT 142103 0 4528 0 0 0 9599 0 13990 0 170220 0 0 0 JULIA SOCKE DIRECTOR OF DIABETES EDUCATION & PRE 145956 0 500 0 0 0 9030 0 10744 0 166230 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. FORM 990, PART IX, LINE 11G CONSULTANT EXPENSE FOR FEDERAL GRANT 529,750. SUBCONTRACTOR EXPENSE 1,485,952. OTHER CONSULTANT EXPENSE 891,080. 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 1 0 0 0 0 0 0 1 0 1 1 0 1 0 0 ASSOCIATION OF DIABETES CARE & EDUCATION SPECIALISTS FOUNDATION O 75612 FMV ASSOCIATION OF DIABETES CARE & EDUCATION SPECIALISTS FOUNDATION E 93600 INTERCOMPANY PAYABLE