2024-11-06T14:23:48-06:00 2024-03-31 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2023-04-01 390977801 ASSOCIATION FOR DIAGNOSTICS & LABORATORY MEDICINE ASSO 2028570717 900 SEVENTH STREET NW 400 WASHINGTON DC 20001 MARITEL DASCO CFO 2024207614 2024-11-05 1 0 ROBERT WILLIAMS P01345960 5712279500 2024-11-05 2023 2024-10-15 13:58:12Z AACC MARITEL DASCO 900 SEVENTH STREET NW 400 WASHINGTON DC 20001 25352591 0 X WWW.MYADLM.ORG X 1948 NY ADVANCING THE PRACTICE AND PROFESSION OF CLINICAL LABORATORY SCIENCE AND MEDICINE. 13 13 73 195 1092853 0 1986194 1687559 17622427 20091012 385347 773573 1367880 1289263 21361848 23841407 122531 118107 0 0 9129138 9414232 0 0 0 13083582 13930694 22335251 23463033 -973403 378374 37658902 38603281 24280462 22030610 13378440 16572671 X ADLM (ASSOCIATION FOR DIAGNOSTICS & LABORATORY MEDICINE), FORMERLY THE AMERICAN ASSOCIATION FOR CLINICAL CHEMISTRY, PROVIDES GLOBAL LEADERSHIP IN ADVANCING THE PRACTICE AND PROFESSION OF CLINICAL LABORATORY SCIENCE AND MEDICINE. 0 0 8002646 8000 17606649 ANNUAL MEETINGS AND EXPOS - ADLM'S ANNUAL SCIENTIFIC MEETING SHOWCASES VITAL RESEARCH IN LABORATORY MEDICINE AND IMPORTANT UPDATES IN THE FIELD. ATTENDED BY MORE THAN 19,000 ATTENDEES IN-PERSON IN FISCAL YEAR 2024, THE ANNUAL SCIENTIFIC MEETING INCLUDES EDUCATIONAL OPPORTUNITIES IN THE FORM OF LECTURES, PLENARY SESSIONS, SCIENTIFIC SESSIONS, AND ROUNDTABLE SESSIONS. 4606552 1000 958409 MARKETING AND COMMUNICATIONS - THIS PROGRAM ENHANCES THE AWARENESS OF LABORATORY MEDICINE, PROMOTES ADLM'S PROGRAMS AND MEMBERSHIP, SUPPORTS PROFESSIONAL GROWTH AND CAREER DEVELOPMENT FOR MEMBERS, AND INCLUDES CLINICAL LABORATORY NEWS, THE LEADING NONPROFIT MONTHLY NEWS MAGAZINE IN THE FIELD, WHICH PROVIDES TRUSTED NEWS ANALYSIS IN LABORATORY MEDICINE TO BOTH MEMBER AND NONMEMBER SUBSCRIBERS. MYADLM.ORG RECEIVES NEARLY 1.7 MILLION VISITORS ANNUALLY, AND IN FISCAL YEAR 2024, ADLM'S PRESS PROGRAM PUT OUT 28 PRESS RELEASES TO RAISE PUBLIC AWARENESS ABOUT THE ESSENTIAL ROLE THAT LABORATORY MEDICINE PROFESSIONALS PLAY IN ENSURING THAT PATIENTS RECEIVE HIGH QUALITY HEALTHCARE. THESE RELEASES REACHED 6.43 BILLION VISITORS THROUGH A PICK UP IN ONLINE OUTLETS, AND LED TO 68 NEWS ARTICLES AND TV/RADIO SEGMENTS ABOUT ADLM. 1905662 29800 ADLM'S SCIENCE & PRACTICE PROGRAMS, GOVERNMENT AFFAIRS, AND THE GLOBAL LAB QUALITY INITIATIVE (GLQI), WHICH PARTNERS WITH NATIONAL SOCIETIES TO IMPROVE THE QUALITY OF LABORATORY TESTING WORLDWIDE. 982229 212384 PUBLICATIONS - ADLM HAS TWO PRIMARY PUBLICATIONS:CLINICAL CHEMISTRY IS A MONTHLY JOURNAL THAT DISSEMINATES SCIENTIFIC INFORMATION AND EDUCATION THROUGH PEER REVIEWED ARTICLES AND IS DISTRIBUTED THROUGHOUT THE UNITED STATES AS WELL AS INTERNATIONALLY. THE JOURNAL OF APPLIED LABORATORY MEDICINE IS AN INTERNATIONAL, PEER-REVIEWED JOURNAL THAT SHOWCASES APPLIED RESEARCH ON CLINICALLY RELEVANT LABORATORY TOPICS AS WELL AS COMMENTARY ON THE PRACTICE OF CLINICAL CHEMISTRY AND LABORATORY MEDICINE. IT IS PUBLISHED BIMONTHLY ONLINE. 980893 79307 1103964 MEMBERSHIP - GROWS AND SUSTAINS A VIBRANT AND ENGAGED MEMBERSHIP OF OVER 6,000 CLINICAL LABORATORY PROFESSIONALS, PHYSICIANS, RESEARCH SCIENTISTS, AND OTHERS INVOLVED IN DEVELOPING TESTS AND DIRECTING LABORATORY OPERATIONS, AND SUPPORTS PROFESSIONAL GROWTH AND CAREERDEVELOPMENT FOR ITS MEMBERS. 88743 ADLM'S MANAGEMENT SERVICES - ADLM PROVIDES BACK OFFICE SERVICES TO LIKE MINDED EXEMPT ORGANIZATIONS. 953917 120867 EDUCATION & CONFERENCES - BEYOND ADLM'S ANNUAL MEETING AND EXPOS, ADLM STRIVES TO IMPROVE HEALTHCARE THROUGH LABORATORY MEDICINE BY OFFERING EDUCATION AND CONFERENCE OPPORTUNITIES. 102800 UNIVERSAL SAMPLE BANK PROGRAM - SUPPORTS CLINICAL STUDIES. 2917039 79307 1628758 17431899 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 113 0 73 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 1 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 NY X MARITEL DASCO 2028570717 900 7TH STREET NW SUITE 400 WASHINGTON DC 20001 MARK GOLDEN CEO 35.00 X 452206 0 53996 BETH HAMPTON CHIEF ENGAGEMENT & MEM. OF 35.00 X 328651 0 56767 STEPHEN POSTON CHIEF TECH. & EVENTS OFFICER 35.00 X 283131 0 37422 VINCENT STINE SR. DIR. GOV./GLOBAL AFFAIRS 35.00 X 245786 0 50742 SURANGA SILVA SR. DIR. IT 35.00 X 212756 0 47001 MARITEL DASCO CFO 35.00 X 199617 0 46636 MOLLY POLEN SR. DIR. COMMS/PR 35.00 X 204530 0 30555 JOHN MATTHEW BOYLE SR. DIR. PUBLICATIONS 35.00 X 197786 0 28801 TERESA FAVERO SR. DIR. CORP. RELATIONS 35.00 X 195789 0 19580 SUSAN MEDICK UNTIL JUNE 2023 CHIEF FINANCIAL & OPS OFFICER 35.00 X 181893 0 22440 MARYANNE ELMA CHIEF SCIENCE & POLICY OFF 35.00 X 157144 0 27487 JOE M EL-KHOURY PHD DABCC FADLM DIRECTOR 2.00 X 3500 0 0 CHRISTOPHER MCCUDDEN PHD DABCC FAC SECRETARY 2.00 X X 1500 0 0 CHRISTINA LOCKWOOD PHD DABCC DABMG DIRECTOR (BEGAN 8/23) 2.00 X 1500 0 0 OCTAVIA M PECK PALMER PHD FADLM PRESIDENT 4.00 X X 500 0 0 PAUL JANNETTO PHD DABCC FADLM THR SECRETARY (THRU 7/23) 2.00 X X 0 0 0 STEPHEN MASTER MD PHD FADLM THRU PAST PRESIDENT (THRU 7/23) 4.00 X X 0 0 0 ANTHONY KILLEEN MD BCH PHD DABCC PRESIDENT-ELECT (BEG. 8/23) 4.00 X X 0 0 0 SHANNON HAYMOND PHD DABCC FADLM PAST PRESIDENT 4.00 X X 0 0 0 Y VICTORIA ZHANG MBA PHD DABCC F TREASURER 2.00 X X 0 0 0 M LAURA PARNAS PHD DABCC FADLM B DIRECTOR (BEGAN 8/23) 2.00 X 0 0 0 BONNY LEWIS VAN PHD FADLM HCLDABB DIRECTOR 2.00 X 0 0 0 ALLISON CHAMBLISS PHD DABCC FADLM DIRECTOR (BEGAN 8/23) 2.00 X 0 0 0 KACY PETERSON MBA MLS ASCPCM DLM DIRECTOR (BEGAN 8/23) 2.00 X 0 0 0 DANIEL T HOLMES MD FRCPC DIRECTOR 2.00 X 0 0 0 STANLEY F LO PHD DABCC FADLM DIRECTOR 2.00 X 0 0 0 CHRISTINE SCHMOTZER MD DIRECTOR (THRU 7/23) 2.00 X 0 0 0 ERIKA DEATON-MOHNEY BS MTASCP THR DIRECTOR (THRU 7/23) 2.00 X 0 0 0 YUSHENG ZHU PHD DABCC FADLM THRU DIRECTOR (THRU 7/23) 2.00 X 0 0 0 2666289 0 421427 28 0 1 0 FREEMAN PO BOX 734596 DALLAS TX 75373 ANNUAL MEETING A/V, SIGNAGE, & DECORATIN 1919206 J SPARGO & ASSOCIATES 11208 WAPLES MILL ROAD FAIRFAX VA 22030 ANNUAL MEETING MANAGEMENT 1292754 ANAHEIM CONVENTION CENTER 800 WEST KATELLA ANAHEIM CA 92802 ANNUAL MEETING FACILITY RENTAL AND EQUIP 647514 SYNERGY CREATIVE INC 1039 W LAKE STREET CHICAGO IL 60607 ANNUAL MEETING MARKETING 586108 ARAMARK SPORTS & ENTERTAINMENT 2400 MARKET ST PHILADELPHIA PA 19103 ANNUAL MEETING CATERINGFOROPENINGMIXER,E 477504 24 62457 1625102 1687559 CONFERENCES, MEETINGS & EDUCATION 900099 17727516 17576266 151250 MEMBERSHIP DUES 900099 1103964 1103964 MARKETING & COMMUNICATIONS 541800 958408 37089 921319 PUBLICATIONS 900099 212381 212381 MANAGEMENT SERVICES 561000 88743 88743 20091012 830783 830783 1186463 20284 1166179 1453974 1511184 -57210 -57210 -57210 UNIVERSAL SAMPLE BANK 900099 102800 102800 102800 23841407 19121243 1092853 1939752 56807 56807 54400 54400 6900 6900 1808690 814814 993876 6012248 4204881 1807367 501492 350458 151034 569451 335076 234375 522351 334317 188034 176635 56501 120134 50115 50115 96000 96000 113725 113725 1979591 1774598 204993 194073 194073 924407 745445 178962 1235396 400177 835219 1166454 814052 352402 970634 696931 273703 5205033 4972066 232967 227026 157869 69157 216105 132059 84046 PRINTING & PRODUCTION 1094873 1094873 DUES, TRAINING, AND OTH 280627 139602 141025 23463033 17431899 6031134 0 1431151 1836873 3301232 2190624 1549988 916963 1317541 1081714 4010336 3117655 959950 892681 21308036 24788419 7791004 6896007 37658902 38603281 1380870 1420961 12405294 11271712 10494298 9337937 24280462 22030610 X 8791101 11430040 4587339 5142631 13378440 16572671 37658902 38603281 378374 2815857 0 X 0 1 X 1 0 X 1440741 2880404 3852222 1986194 1687559 11847120 18391247 5729628 10408561 16269412 19018443 69817291 19831988 8610032 14260783 18255606 20706002 81664411 0 1618864 24709 2851191 3141243 2026478 9662485 1618864 24709 2851191 3141243 2026478 9662485 72001926 914639 1945697 2100563 1845483 1996962 8803344 914639 1945697 2100563 1845483 1996962 8803344 3064 6624 28694 19201 0 57583 704266 271906 11580 109775 102800 1200327 21453957 10834259 16401620 20230065 22805764 91725665 0.78500 0.80780 0.09600 0.08490 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 704,266. 2020 AMOUNT: $ 271,906. 2021 AMOUNT: $ 11,580. 2022 AMOUNT: $ 109,775. 2023 AMOUNT: $ 102,800. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1385 438658 440043 22909265 23349308 1000000 250000 0 0 866163 1000000 1000000 1000000 3866163 5799245 335750 261703 472770 440043 1510266 216541 250000 250000 250000 966541 1449812 6035 1385 7420 4475675 683183 114991 5043867 4799940 -264286 59979 4475675 4670135 153752 23947 4799940 4040994 647410 18269 4670135 3703127 2344 452882 117359 4040994 0.70940 0.29060 0 0 1866597 1346363 520234 841520 657236 184284 1302219 1114056 188163 892681 RIGHT OF USE ASSET 6896007 6896007 LEASE LIABILITY 9337937 9337937 X PART V, LINE 4: TARGET AMOUNTS TO BE RETAINED WITHIN EACH ENDOWMENT ARE ESTABLISHED DURING THE ANNUAL BUDGET PROCESS. ASSOCIATION STAFF DISBURSES ALLOWABLE FUNDS FOR EXPENDITURES IN ACCORDANCE WITH DONOR STIPULATIONS. IN ESTABLISHING THIS POLICY, THE ASSOCIATION CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENTS. ACCORDINGLY, OVER THE LONG TERM, THE ASSOCIATION EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO GROW AT A REASONABLE RATE EACH YEAR. THIS IS CONSISTENT WITH THE ASSOCIATION'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY OR FOR A SPECIFIED TERM AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM PAYMENT OF INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, THE ASSOCIATION IS SUBJECT TO AND PAYS UNRELATED BUSINESS INCOME TAXES ON ITS ADVERTISING INCOME. THE ASSOCIATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. 1 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICES DIRECT EXPENSES RELATED TO PLANNING AND EXECUTION OF THE 2023 AACC MIDDLE EAST CONFERENCE 418819 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES GLQI MAGNOLIA WORKSHOP - QUALITY CONTROL 52561 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES GLQI COLOMBIA WORKSHOP 6319 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 PROGRAM SERVICES GLQI ZAMBIA & CAMEROON WORKSHOP 33638 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTS/AWARDS TWO AWARD PAID TO INDIVIDUALS BY WIRE 750 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTS/AWARDS FOUR AWARRDS PAID INDIVIDUALS BY CHECK 2750 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 GRANTS/AWARDS TWO GRANTS PAID TO ORGANIZATIONS BY WIRE 2000 SOUTH ASIA 0 0 GRANTS/AWARDS EIGHT AWARDS PAID TO INDIVIDUALS BY CASH AND WIRE 1400 0 0 0 0 0 0 518237 0 518237 PROGRAM GRANT EUROPE (INCLUDING ICELAND & GREENLAND) 2 750 WIRE 0 PROGRAM GRANT NORTH AMERICA 4 2750 CHECK 0 PROGRAM GRANT SOUTH AMERICA 8 1400 WIRE 0 PROGRAM GRANT EAST ASIA AND THE PACIFIC 8 2000 WIRE 0 0 0 0 0 0 0 PART I, LINE 2: ADLM PRESENTS SEVERAL AWARDS EACH YEAR TO CLINICAL CHEMISTS AND OTHER CLINICAL SCIENTISTS WHO WORK IN THE FIELD OF CLINICAL LABORATORY SCIENCE. THESE AWARDS ARE PRESENTED TO: -RECOGNIZE THE OUTSTANDING ACHIEVEMENTS BY THESE INDIVIDUALS -MAKE THE SCIENTIFIC COMMUNITY AND GENERAL PUBLIC AWARE OF EXCEPTIONAL CONTRIBUTIONS BY CLINICAL CHEMISTS TO THE DEVELOPMENT OF THE SCIENCE OF CLINICAL CHEMISTRY AND THE IMPROVEMENT OF HEALTH CARE -STIMULATE AND ENCOURAGE OTHER SCIENTISTS TO ACCELERATE THEIR EFFORTS TO CONTRIBUTE TO THE ADVANCEMENT OF THE FIELD OF CLINICAL LABORATORY SCIENCE 1 MIDWEST SECTION OF THE AMERICAN ASSOCIATION FOR CLINICAL CHEMISTRY INC 900 SEVENTH STREET NW 400 WASHINGTON DC 20001 411771611 501(C)3 5205 0 CONTRIBUTION FOR ADLM LOCAL SECTION 1 0 GRANTS/AWARDS 52 52400 STUDENT RESEARCH AWARDS 7 2000 PART I, LINE 2: ADLM PRESENTS SEVERAL AWARDS EACH YEAR TO CLINICAL CHEMISTS AND OTHER CLINICAL SCIENTISTS WHO WORK IN THE FIELD OF CLINICAL LABORATORY SCIENCE. THESE AWARDS ARE PRESENTED TO: -RECOGNIZE THE OUTSTANDING ACHIEVEMENTS BY THESE INDIVIDUALS -MAKE THE SCIENTIFIC COMMUNITY AND GENERAL PUBLIC AWARE OF EXCEPTIONAL CONTRIBUTIONS BY CLINICAL CHEMISTS TO THE DEVELOPMENT OF THE SCIENCE OF CLINICAL CHEMISTRY AND THE IMPROVEMENT OF HEALTH CARE -STIMULATE AND ENCOURAGE OTHER SCIENTISTS TO ACCELERATE THEIR EFFORTS TO CONTRIBUTE TO THE ADVANCEMENT OF THE FIELD OF CLINICAL LABORATORY SCIENCE GENERAL RESEARCH GRANT APPLICATIONS WILL BE EVALUATED USING THE FOLLOWING SCIENTIFIC CRITERIA: -ORIGINALITY; -SCOPE; -SCIENTIFIC SIGNIFICANCE; -SOUNDNESS OF RESEARCH PLAN; -DEGREE OF ACHIEVABILITY; -POTENTIAL FOR THE PROJECT TO LEAD TO FURTHER EXPLORATION BEYOND GRANT PERIOD; AND -TRANSFERABILITY OF RESEARCH FINDINGS TO ACTUAL PRACTICE. ADMINISTRATIVE CRITERIA USED WILL INCLUDE: -DEGREE TO WHICH THE RESEARCH PROPOSAL IS CRITICAL TO THE CAREER OF THE APPLICANT; -DEGREE TO WHICH ADLM FUNDING IS CRITICAL TO THE START OF THE PROJECT; -ADEQUACY OF THE FACILITY PROPOSED; AND -SATISFACTORY BUDGET. PREFERENCE FOR RESEARCH GRANTS WILL BE GIVEN TO YOUNG INVESTIGATORS. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 MARK GOLDEN CEO 422868 0 29338 0 0 0 33000 0 20996 0 506202 0 0 0 BETH HAMPTON CHIEF ENGAGEMENT & MEM. OF 318651 0 10000 0 0 0 33000 0 23767 0 385418 0 0 0 STEPHEN POSTON CHIEF TECH. & EVENTS OFFICER 273131 0 10000 0 0 0 28294 0 9128 0 320553 0 0 0 VINCENT STINE SR. DIR. GOV./GLOBAL AFFAIRS 235786 0 10000 0 0 0 25348 0 25394 0 296528 0 0 0 SURANGA SILVA SR. DIR. IT 207756 0 5000 0 0 0 21607 0 25394 0 259757 0 0 0 MARITEL DASCO CFO 194617 0 5000 0 0 0 21242 0 25394 0 246253 0 0 0 MOLLY POLEN SR. DIR. COMMS/PR 199530 0 5000 0 0 0 19481 0 11074 0 235085 0 0 0 JOHN MATTHEW BOYLE SR. DIR. PUBLICATIONS 187786 0 10000 0 0 0 19673 0 9128 0 226587 0 0 0 TERESA FAVERO SR. DIR. CORP. RELATIONS 190789 0 5000 0 0 0 19580 0 0 0 215369 0 0 0 SUSAN MEDICK UNTIL JUNE 2023 CHIEF FINANCIAL & OPS OFFICER 171893 0 10000 0 0 0 17875 0 4565 0 204333 0 0 0 MARYANNE ELMA CHIEF SCIENCE & POLICY OFF 157144 0 0 0 0 0 8325 0 19162 0 184631 0 0 0 PART I, LINE 1A TRAVEL FOR THE BOARD PRESIDENT'S SPOUSE OR COMPANION TO THE ANNUAL MEETING. THE POLICY OF THE ASSOCIATION IS NOT TO PAY FOR SPOUSAL OR COMPANION TRAVEL EXPENSES. TWO EXCEPTIONS ARE MADE - THE ASSOCIATION PAYS TRAVEL EXPENSES FOR THE BOARD PRESIDENT'S SPOUSE OR COMPANION TO THE ANNUAL MEETING, AND MAY WAIVE INCIDENTAL, DE MINIMUS, EXPENSES. PART I, LINE 3 THE PERFORMANCE & COMPENSATION COMMITTEE (P&CC) IS CHARGED WITH DETERMINING COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION A, LINE 4 DURING THE FISCAL YEAR, THE ORGANIZATION UNDERWENT A SIGNIFICANT CHANGE TO ITS BYLAWS RELATED TO A NAME CHANGE. SPECIFICALLY, THE ORGANIZATION'S LEGAL NAME WAS CHANGED FROM AMERICAN ASSOCIATION FOR CLINICAL CHEMISTRY TO ASSOCIATION FOR DIAGNOSTICS & LABORATORY MEDICINE. DETAILS OF CHANGE: NATURE OF CHANGE: THE NAME CHANGE REFLECTS THE ORGANIZATION'S UPDATED BRANDING AND STRATEGIC FOCUS. THE BYLAWS WERE AMENDED TO INCORPORATE THE NEW NAME TO ENSURE CONSISTENCY ACROSS ALL ORGANIZATIONAL DOCUMENTS AND LEGAL FILINGS. DATE OF CHANGE: THE BYLAWS WERE AMENDED ON APRIL 21, 2023. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE ASSOCIATION SHALL BE AVAILABLE TO ALL INDIVIDUALS WHO ARE ACTIVE AND/OR INTERESTED IN THE FIELD OF CLINICAL CHEMISTRY AND LABORATORY MEDICINE. MEMBERS OF THE ASSOCIATION SHALL CONDUCT THEMSELVES IN ACCORDANCE WITH THE ASSOCIATION'S CODE OF ETHICS. THE CLASSES OF MEMBERS ARE AS FOLLOWS: PROFESSIONAL MEMBERS: INDIVIDUALS WHO HAVE EARNED A BACCALAUREATE OR HIGHER DEGREE IN SCIENCE OR MEDICINE OR THE ACADEMIC EQUIVALENT OF THE ABOVE AND ARE ENGAGED IN PROFESSIONAL ACTIVITIES COMMONLY ASSOCIATED WITH THE PRACTICE OF CLINICAL CHEMISTRY AND LABORATORY MEDICINE MAY BE ADMITTED AS PROFESSIONAL MEMBERS. THE PROFESSIONAL MEMBER SHALL HAVE THE RIGHT TO VOTE, TO MAKE NOMINATIONS, TO HOLD ELECTED OFFICE, AND TO CHAIR, SERVE AND VOTE ON COMMITTEES, AND OTHER PRIVILEGES AS DETERMINED BY THE BOARD OF DIRECTORS. PROFESSIONAL AFFILIATE MEMBERS: INDIVIDUALS WHO HAVE AN INTEREST IN THE FIELD OF CLINICAL CHEMISTRY AND LABORATORY MEDICINE MAY BE ADMITTED AS PROFESSIONAL AFFILIATE MEMBERS. THE PROFESSIONAL AFFILIATE MEMBER SHALL NOT HAVE THE RIGHT TO VOTE, TO MAKE NOMINATIONS, TO HOLD ELECTED OFFICE, NOR TO CHAIR COMMITTEES, BUT MAY BE ENTITLED TO OTHER PRIVILEGES AS DETERMINED BY THE BOARD OF DIRECTORS. TRAINEE MEMBERS: INDIVIDUALS WHO ARE ENGAGED IN FORMAL FULL TIME UNDERGRADUATE, GRADUATE, OR POST-GRADUATE STUDY MAY BE ADMITTED AS TRAINEE MEMBERS. "FULL TIME" IS TO REPRESENT ANY COMBINATION OF COURSE WORK, TEACHING AND/OR RESEARCH ASSISTANTSHIPS, OR FELLOWSHIPS THAT THE RESPECTIVE INSTITUTION CONSIDERS A FULL-TIME LOAD. THE TRAINEE MEMBER SHALL NOT HAVE THE RIGHT TO VOTE, TO MAKE NOMINATIONS, TO HOLD ELECTED OFFICE OR TO CHAIR COMMITTEES, BUT MAY BE ENTITLED TO OTHER PRIVILEGES AS DETERMINED BY THE BOARD OF DIRECTORS. TRANSITIONAL MEMBER: TRAINEE MEMBERS AND INDIVIDUALS SEEKING FIRST-TIME MEMBERSHIP WHO HAVE COMPLETED FORMAL UNDERGRADUATE, GRADUATE, OR POST-GRADUATE STUDY MAY BE ADMITTED AS TRANSITIONAL MEMBERS FOR A PERIOD OF TWO YEARS. THE TRANSITIONAL MEMBER SHALL HAVE THE RIGHT TO VOTE, TO MAKE NOMINATIONS, TO HOLD ELECTED OFFICE, AND TO CHAIR, SERVE AND VOTE ON COMMITTEES, AND OTHER PRIVILEGES AS DETERMINED BY THE BOARD OF DIRECTORS. EXPRESS MEMBER: INDIVIDUALS WHO PRACTICE LABORATORY MEDICINE IN AN EMERGING ECONOMY COUNTRY OR INDIVIDUALS FROM ANY COUNTRY WHO HOLD A LABORATORY-RELATED POSITION IN THE HEALTH CARE INDUSTRY ARE ELIGIBLE FOR EXPRESS MEMBERSHIP. THE EXPRESS MEMBER SHALL NOT HAVE THE RIGHT TO VOTE, TO MAKE NOMINATIONS, TO HOLD ELECTED OFFICE, NOR TO CHAIR OR SIT ON COMMITTEES, BUT MAY BE ENTITLED TO OTHER PRIVILEGES AS DETERMINED BY THE BOARD OF DIRECTORS. EMERITUS MEMBER: INDIVIDUALS 65 YEARS OR OLDER WHO HAVE BEEN FULL MEMBERS IN GOOD STANDING FOR A PERIOD OF TWENTY OR MORE YEARS, AND WHO ARE RETIRED FROM THE ACTIVE PRACTICE OF CLINICAL CHEMISTRY AND LABORATORY MEDICINE MAY, UPON WRITTEN REQUEST TO THE ASSOCIATION, BECOME EMERITUS MEMBERS. THE EMERITUS MEMBER SHALL RETAIN ALL THE RIGHTS OF A FULL MEMBER EXCEPT THE RIGHT TO HOLD ELECTED OFFICE AND IS EXEMPT FROM THE PAYMENT OF DUES BUT MAY BE ENTITLED TO OTHER PRIVILEGES AS DETERMINED BY THE BOARD OF DIRECTORS. HONORARY MEMBER: INDIVIDUALS WHO HAVE ATTAINED DISTINCTION BY THEIR CONTRIBUTIONS TO CLINICAL CHEMISTRY AND LABORATORY MEDICINE MAY BE NAMED HONORARY MEMBERS OF THE ASSOCIATION BY THE BOARD OF DIRECTORS. THE HONORARY MEMBER SHALL NOT HAVE THE RIGHT TO VOTE NOR HOLD ELECTED OFFICE IN THE ASSOCIATION NOR BE REQUIRED TO PAY DUES BUT MAY BE ENTITLED TO OTHER PRIVILEGES AS DETERMINED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS SHALL CONSIST OF THE OFFICERS OF THE ASSOCIATION AND SIX (6) MEMBERS ELECTED FROM AND BY THE VOTING MEMBERS OF THE ASSOCIATION. THE CHAIR OF THE ACADEMY COUNCIL AND THE CHAIR OF THE CLINICAL LABORATORY SCIENTISTS COUNCIL SHALL SERVE ON THE BOARD OF DIRECTORS AS EX OFFICIO MEMBERS WITH VOTE. PROFESSIONAL MEMBERS HAVE THE RIGHT TO VOTE, MAKE NOMINATIONS, TO HOLD ELECTED OFFICE, AND TO CHAIR, SERVE AND VOTE ON COMMITTEES. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE BYLAWS, IN WHOLE OR IN PART, SHALL BE PROPOSED BY THE BOARD OF DIRECTORS OR BY AT LEAST TEN (10) PERCENT OF VOTING MEMBERS OF THE ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE FILING IS AVAILABLE, IT IS PROVIDED TO MANAGEMENT, FINANCE COMMITTEE, AND THE BOARD FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY. DESIGNATED BOARD MEMBERS ARE ASSIGNED RESPONSIBILITY TO CONTINUOSLY MONITOR COMPLIANCE WITH THE CONFLICT-OF-INTEREST POLICY. WHEN A TOPIC FOR WHICH AN INDIVIDUAL HAS A POTENTIAL CONFLICT IS UNDER DISCUSSION, THE INDIVIDUAL IS EXPECTED TO DECLARE THE POTENTIAL CONFLICT, AND AT THE DISCRETION OF THE PRESIDING INDIVIDUAL, ABSTAIN FROM DISCUSSION AND/OR VOTING. FORM 990, PART VI, SECTION B, LINE 15A THE PERFORMANCE & COMPENSATION COMMITTEE (P&CC) IS CHARGED WITH DETERMINING COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER. THE P&CC BASED THE POSITION'S SALARY ON INPUT FROM THE SEARCH FIRM, USING MARKET DATA OF EXECUTIVE SEARCHES FOR SIMILAR ORGANIZATIONS AS WELL AS DATA OBTAINED FROM CEO UPDATE. THE P&CC DOCUMENTED ITS DECISION WITH A WRITTEN EMPLOYMENT CONTRACT. OTHER OFFICERS OR KEY EMPLOYEES: ADLM HAS A FORMAL SALARY ADMINISTRATION PROGRAM WITH SALARIES BASED ON GRADES AND INCREASES BASED ON FORMAL EVALUATIONS. THE SALARY RANGES FOR GRADES ARE EVALUATED BY AN OUTSIDE CONSULTANT PERIODICALLY WITH SELECTED BENCHMARK POSITIONS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS: BYLAWS ARE POSTED ON MYADLM.ORG UNDER ABOUT ADLM'S GOVERNANCE. CONFLICT OF INTEREST POLICY: THIS POLICY IS POSTED ON MYADLM.ORG UNDER ABOUT ADLM'S GOVERNANCE. ADLM BOARD OF CERTIFICATION 900 SEVENTH STREET NW SUITE 400 WASHINGTON DC 20001 831293702 CERTIFICATION DC 501(C)(6) ASSOCIATION FOR DIAGNOSTICS & LABORATORY MEDICINE 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0