2025-10-22T09:16:16-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2024-01-01 363488423 ASSOCIATION OF DIABETES CARE & EDUCATION AND RESEARCH FOUNDATION 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 73525 0 X WWW.ADCES.ORG X 1987 IL AS THE PHILANTHROPIC ARM OF THE ASSOCIATION OF DIABETES CARE & EDUCATION SPECIALISTS, ASSOCIATION OF DIABETES CARE & EDUCATION SPECIALISTS FOUNDATION PROVIDES VITAL SUPPORT FOR THE ASSOCIATION BY ALLOCATION OF FUNDS FOR RESEARCH AND CREATING PROFESSIONAL DEVELOPMENT AND RECOGNITION OPPORTUNITIES FOR DIABETES CARE AND EDUCATION SPECIALISTS. 18 15 0 18 0 0 53590 42779 0 0 21657 30746 0 0 75247 73525 198632 73707 0 0 4872 5167 0 0 0 21270 6256 224774 85130 -149527 -11605 689242 693396 76989 80748 612253 612648 X AS THE PHILANTHROPIC ARM OF THE ASSOCIATION OF DIABETES CARE & EDUCATION SPECIALISTS, THE ADCES FOUNDATION PROVIDES VITAL SUPPORT FOR THE ASSOCIATION BY ALLOCATION OF FUNDS FOR RESEARCH AND CREATING PROFESSIONAL DEVELOPMENT AND RECOGNITION OPPORTUNITIES FOR DIABETES CARE AND EDUCATION SPECIALISTS. 0 0 50000 50000 RESEARCH: GRANTS AWARDED TO QUALIFYING RECIPIENTS TO GATHER EVIDENCE AND TRANSLATE THE BEST SCIENTIFIC FINDINGS TO SUPPORT BEHAVIOR CHANGE TO ACHIEVE OPTIMAL PATIENT HEALTH OUTCOMES. 31450 23707 SCHOLARSHIP AWARDS: AWARDS SCHOLARSHIPS TO QUALIFIED DIABETES CARE AND EDUCATION SPECIALISTS TO ASSIST THEM IN COMPLETING YEARLY CONTINUING EDUCATION REQUIREMENTS OR PREPARE THEM FOR A CAREER IN DIABETES CARE AND EDUCATION. 81450 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 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 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 15 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X MATTHEW BIECKER MBA 3126014841 125 S WACKER DRIVE SUITE 600 CHICAGO IL 60606 JANE K DICKINSON PRESIDENT 1.00 20.00 X X 0 40000 0 VERONICA BRADY PRESIDENT-ELECT 1.00 10.00 X X 0 20000 0 LUCILLE HUGHES IMMED. PAST PRES. (THRU JUNE 2024) 1.00 10.00 X X 0 10000 0 GRETCHEN YOUSSEF TREASURER 1.00 5.00 X X 0 0 0 JENNIFER N CLEMENTS DIRECTOR 1.00 5.00 X 0 0 0 MARILYN COX DIRECTOR 1.00 5.00 X 0 0 0 PATRICIA DAVIDSON DIRECTOR 1.00 5.00 X 0 0 0 JAMES R GAVIN BOARD-ELECTED DIRECTOR 1.00 5.00 X 0 0 0 SAMUEL GROSSMAN DIRECTOR 1.00 5.00 X 0 0 0 STARLIN HAYDON-GREATTING DIRECTOR 1.00 5.00 X 0 0 0 DIANA ISAACS DIRECTOR 1.00 5.00 X 0 0 0 VIRGINIA IVES DIRECTOR 1.00 5.00 X 0 0 0 GWEN KLINKNER DIRECTOR 1.00 5.00 X 0 0 0 JACQUELINE LAMANNA DIRECTOR 1.00 5.00 X 0 0 0 JANICE MACLEOD DIRECTOR 1.00 5.00 X 0 0 0 BALEANA WATTS-MCGILBERRY DIRECTOR 1.00 5.00 X 0 0 0 CLIPPER YOUNG DIRECTOR 1.00 5.00 X 0 0 0 LEIGH BAK MEMBER AFFILIATE LIASON 1.00 5.00 X 0 0 0 MATTHEW HORNBERGER CEO 2.00 37.50 X 0 392041 21815 MATTHEW BIECKER CFO 2.00 37.50 X 0 227518 27604 0 689559 49419 0 0 1 0 0 42779 42779 30746 30746 73525 0 0 30746 57950 57950 15757 15757 5167 5167 3680 3680 2576 2576 85130 81450 3680 0 6845 77053 571657 427403 110740 95340 0 93600 689242 693396 74749 80748 2240 0 76989 80748 X 354245 341305 258008 271343 612253 612648 689242 693396 X -11605 12000 X X 0 1 X 1 0 X 53025 88959 199985 53930 42779 438678 53025 88959 199985 53930 42779 438678 235420 203258 4711 21657 30746 57114 495792 0.41000 0.46400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 49275 2460 51735 47554 1721 49275 47554 47554 47554 47554 47530 24 47554 0.88910 0.11090 0 0 0 DUE FROM THE ASSOCIATION 93600 93600 X PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF TWO FUNDS ESTABLISHED TO PROVIDE SCHOLARSHIPS TO THE ASSOCIATION'S MEMBERS INTO PERPETUITY. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. NO INCOME TAX EXPENSE WAS RECOGNIZED FOR THE YEAR ENDED DECEMBER 31, 2024. THE FOUNDATION FOLLOWS THE REQUIREMENTS FOR UNCERTAIN TAX POSITIONS. THE FOUNDATION HAS DETERMINED IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024 AND 2023. 1 T-1 TODAY 8216 PRINCETON GLENDALE ROAD PMB 200 WEST CHESTER OH 45069 463074802 501C(3) 7950 0 SCHOLARSHIP CHILDREN'S HOSPITAL LA-YD MRF 4650 SUNSET BLVD MS29 LOS ANGELES CA 90027 951690977 501C(3) 50000 0 FELLOWSHIP 2 DIABETES EDUCATOR OF THE YEAR 1 5000 SCHOLARSHIP - ADCES24 12 4300 2457 FMV ADCES24 SCHOLARSHIPS SCHOLARSHIP - DIGITAL TECH CONFERENCE 2 1000 TRAVEL SCHOLARSHIPS - ADCES24 2 2000 J BETSCHART SCHOLARSHIP 1 1000 PART I, LINE 2: AWARDS ARE PAID TO RESEARCH ORGANIZATIONS IN ACCORDANCE WITH A SCHEDULE OF DELIVERABLES DEFINED IN THE AWARD AGREEMENT. AWARDS ARE PAID TO INDIVIDUALS IN ACCORDANCE WITH AN INTENSIVE APPLICATION REVIEW PROCESS. X X X 0 0 0 0 0 0 0 0 0 MATTHEW HORNBERGER CEO 0 343100 0 48941 0 0 0 20700 0 1115 0 413856 0 0 MATTHEW BIECKER CFO 0 215143 0 12375 0 0 0 14404 0 13200 0 255122 0 0 PART I, LINE 3 COMPENSATION REVIEW PROCEDURES ARE PERFORMED BY A RELATED ORGANIZATION, ASSOCIATION OF DIABETES CARE & EDUCATION SPECIALISTS (ADCES). THE CEO'S COMPENSATION IS APPROVED BY THE BOARD AT THE RECOMMENDATION OF GOVERNANCE COMMITTEE. COMPARABILITY DATA IS ALSO 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 7B THE ANNUAL BUDGET OF THE FOUNDATION MUST BE REVIEWED AND APPROVED IN ADVANCE BY THE BOARD OF DIRECTORS OF THE ADCES. 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 AND TRUSTEES ARE ANNUALLY REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT AS A PRECURSOR TO THEIR SERVICE TO THE ORGANIZATION. POTENTIAL CONFLICTS ARE DISCLOSED AND RECORDED IN BOARD OF TRUSTEES MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW PROCEDURES ARE PERFORMED BY A RELATED ORGANIZATION, ASSOCIATION OF DIABETES CARE & EDUCATION SPECIALISTS (ADCES). FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE THROUGH APPLICABLE GOVERNMENTAL AGENCIES; THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION. FORM 990, PART XI, LINE 9: RECOVERY OF PRIOR YEAR GRANT 12,000. 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 125 S WACKER DR SUITE 600 CHICAGO IL 60606 510161670 DRIVING PROFESSION TO PROMOTE HEALTHY LIVING THROUGH SELF-MGMT OF DIABETES. IL 501(C)(6) N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 ASSOCIATION OF DIABETES CARE & EDUCATION SPECIALISTS O 75612 FMV ASSOCIATION OF DIABETES CARE & EDUCATION SPECIALISTS D 93600 INTERCOMPANY RECEIVABLE