2018-10-30T13:08:13-05:00 2017-12-31 410746749 CLIFTONLARSONALLEN LLP 1301 W 22ND ST STE 1100 OAK BROOK IL 60523 990 2017-01-01 510161670 AMERICAN ASSOCIATION OF DIABETES EDUCATORS AMER 3124242426 200 W MADISON STREET NO 800 CHICAGO IL 60606 CHARLES MACFARLANE CEO/CORPORATE SECRETARY 3124242426 2018-10-18 1 MELISSA STRUCK P01310867 6305738600 2018-10-18 67.137.57.251 2018-10-18 14:54:25 CD P AEEFB092F20D0663DDFFCB72F896404226BA8DAE 50B5ED40640626E3ACEBEF22A0FBEFD7F66F664C 2017 2019-02-21 02:37:17Z DONNA RYAN MPH RN RD 200 W MADISON STREET NO 800 CHICAGO IL 60606 17340081 0 X WWW.DIABETESEDUCATOR.ORG X 1975 IL EMPOWER DIABETES EDUCATORS TO EXPAND THE HORIZONS OF INNOVATIVE EDUCATION, MANAGEMENT AND SUPPORT. 18 15 60 320 42245 0 2157997 1998122 10802600 10185764 171839 557223 1252195 1202095 14384631 13943204 56373 48378 0 0 5317182 5824545 0 0 0 9002516 8658613 14376071 14531536 8560 -588332 17981423 19127656 3257039 3805304 14724384 15322352 EMPOWER DIABETES EDUCATORS TO EXPAND THE HORIZONS OF INNOVATIVE EDUCATION, MANAGEMENT AND SUPPORT. 0 0 THE 2017 ANNUAL MEETING AND EXHIBITION, "KEEP YOUR DRIVE ALIVE," BROUGHT TOGETHER APPROXIMATELY 3,000 MEMBERS OF THE DIABETES EDUCATION COMMUNITY. 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 EDUCATORS. CONTINUING EDUCATION REMAINS THE KEY TO MAINTAINING BEST PRACTICES IN DIABETES CARE. AADE EDUCATION AND PROFESSIONAL DEVELOPMENT PROGRAMS PROVIDE DIABETES EDUCATORS 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 AADE'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 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 181 0 1 60 1 1 1 0 0 0 1 1 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 BRADLEY NEAL 3126014877 200 WEST MADISON STE 800 CHICAGO IL 60606 NANCY D'HONDT PRESIDENT 20.00 1.00 X X 40000 0 0 DONNA RYAN MPH RN RD CDE FAADE PRESIDENT-ELECT 10.00 1.00 X X 20000 0 0 HOPE WARSHAW IMMEDIATE PAST PRESIDENT 10.00 1.00 X X 20000 0 0 NATHAN PAINTER TREASURER 5.00 1.00 X X 671 0 0 KELLIE ANTINORI-LENT DIRECTOR 5.00 1.00 X 0 0 0 TAMMI BOIKO DIRECTOR 5.00 1.00 X 0 0 0 SANDRA BOLLINGER DIRECTOR 5.00 1.00 X 0 0 0 CONSTANCE BROWN-RIGGS DIRECTOR 5.00 1.00 X 0 0 0 DONNA FUNK DIRECTOR 5.00 1.00 X 0 0 0 JASMINE D GONZALVO DIRECTOR 5.00 1.00 X 2691 0 0 LUCILLE HUGHES DIRECTOR 5.00 1.00 X 0 0 0 KAREN KEMMIS DIRECTOR 5.00 1.00 X 0 0 0 KENNETH MORTISUGU DIRECTOR 5.00 1.00 X 0 0 0 SARA WILSON REECE DIRECTOR 5.00 1.00 X 0 0 0 KELLIE RODRIGUEZ DIRECTOR 5.00 1.00 X 0 0 0 JANE JEFFRIE SELEY DIRECTOR 5.00 1.00 X 1000 0 0 CARRIE S SWIFT DIRECTOR 5.00 1.00 X 0 0 0 CHRISTINE MEMERING EX-OFFICIO 5.00 1.00 X 0 0 0 CHARLES MACFARLANE CEO, CORPORATE SECRETARY 37.50 2.00 X 360850 0 24311 BRAD NEAL CHIEF FINANCIAL OFFICER 37.50 2.00 X 177093 0 18671 LESLIE KOLB CHIEF SCIENCE AND PRACTICE OFFICER 37.50 0.00 X 160652 0 24002 DIANA PIHOS DIRECTOR OF MARKETING COMMUNICATIONS 37.50 0.00 X 140325 0 16192 NADINE MERKER DIRECTOR OF MEMBER ENGAGEMENT 37.50 0.00 X 137500 0 16229 CRYSTAL BROJ CHIEF TECHNOLOGY AND INNOVATION OFFICER 37.50 2.00 X 159457 0 9913 GINA TASSO MCCLURE CHIEF OPERATING OFFICER 37.50 2.00 X 215574 0 20574 1435813 0 129892 13 0 1 0 MEDSCAPE LLC 111 8TH AVENUE NEW YORK NY 10011 MEDICAL EDUCATION RESOURCE 489650 PSC GROUP LLC 125 S WACKER DRIVE SUITE 2100 CHICAGO IL 60606 CONSULTING SERVICES 371245 CONVENTUS MEDIA 55 FERNCROFT RD STE 200 DANVERS MA 01923 CONSULTING SERVICES 290288 SYNERGY CREATIVE INC 1304 W WASHINGTON CHICAGO IL 60607 MARKETING AGENCY 276825 ONE SERVICE 6779 B CRESCENT DRIVE NORCROSS GA 30071 AV PRODUCTION SERVICES 274979 10 1373641 624481 1998122 ANNUAL MEETING 900099 4355515 4335587 19928 MEMBER SERVICES 900099 2355227 2355227 MEMBERSHIP DUES 900099 1739955 1739955 EDUCATION 900099 1735067 1712750 22317 10185764 302377 302377 726202 726202 3498505 3243659 254846 254846 254846 629111 153218 475893 475893 13943204 10619412 42245 1283425 45728 2650 1355887 3509496 273581 346325 339256 45333 30347 121068 33966 1429907 419939 147306 414228 11964 682942 706373 4018130 388513 65058 SUBSCRIPTION/MEMBERSHIP 104053 BAD DEBT 20114 BANK FEES 19372 14531536 1137925 520881 252720 400140 381076 887945 117445 152687 375075 967465 2998394 2019373 1274316 979021 14442866 15219517 17981423 19127656 795072 1204130 2128176 2368110 333791 233064 3257039 3805304 X 14724384 15322352 14724384 15322352 17981423 19127656 -588332 1186300 0 X X 0 1 X 1 1 1 0 0 0 1739955 121068 121068 260993 -139925 197691 78597 119094 353340 353340 0 2447363 1587436 859927 979021 DUE TO AADE FOUNDATION 628 DEFERRED RENT 232436 233064 X PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS SUBJECT TO INCOME TAXES ON ITS UNRELATED BUSINESS INCOME. NO INCOME TAX EXPENSE WAS RECOGNIZED FOR THE YEAR ENDED DECEMBER 31, 2017. THE ORGANIZATION HAS ADOPTED THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2017. EUROPE (EASD -LISBON) 0 0 PROGRAM SERVICES TRAVEL AND REGISTRATION FOR DIABETES/HEALTH MEETINGS 11344 0 0 0 0 0 0 11344 0 11344 0 0 0 0 0 0 1 AMERICAN ASSOC OF DIABETES EDUCATORS EDUCATION AND RESEARCH FOUNDATION 200 W MADISON STREET CHICAGO IL 60606 363488423 501(C)(3) 40628 FMV OCCUPANCY, EQUIPMENT USAGE, OFFICE SUPPLIES AND TELEPHONE GENERAL SUPPORT AMERICAN DIABETES ASSOCIATION 2451 CRYSTAL DRIVE SUITE 900 ARLINGTON VA 22202 131623888 501(C)(3) 5100 SCHOLARSHIP 2 PART I, LINE 2: AWARDS TO ORGANIZATIONS ARE TO AFFILIATED ORGANIZATIONS (AADE CHAPTERS AND AADE EDUCATION AND RESEARCH FOUNDATION). GRANTS OR OTHER ASSISTANCE TO INDIVIDUALS IS SUPPORTED BY THE AWARDEE PROVIDING DOCUMENTATION TO SUBSTANTIATE THE AWARD AMOUNT OR THE AADE IS INVOICED AND FORWARDS THE PAYMENT DIRECTLY. X X X 0 0 0 CHARLES MACFARLANE CEO, CORPORATE SECRETARY 306850 0 54000 0 0 0 16200 0 8111 0 385161 0 0 0 BRAD NEAL CHIEF FINANCIAL OFFICER 170293 0 6800 0 0 0 10626 0 8045 0 195764 0 0 0 LESLIE KOLB CHIEF SCIENCE AND PRACTICE OFFICER 154161 0 6491 0 0 0 9639 0 14363 0 184654 0 0 0 DIANA PIHOS DIRECTOR OF MARKETING COMMUNICATIONS 134930 0 5395 0 0 0 8420 0 7772 0 156517 0 0 0 NADINE MERKER DIRECTOR OF MEMBER ENGAGEMENT 132220 0 5280 0 0 0 8250 0 7979 0 153729 0 0 0 CRYSTAL BROJ CHIEF TECHNOLOGY AND INNOVATION OFFI 158647 0 810 0 0 0 9567 0 346 0 169370 0 0 0 GINA TASSO MCCLURE CHIEF OPERATING OFFICER 214424 0 1150 0 0 0 12934 0 7640 0 236148 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 AADE 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 AADE 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 DO 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 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. AMERICAN ASSOCIATION OF DIABETES EDUCATORS EDUCATION AND RESEARCH FOUNDATIO 200 W MADISON STREET STE 800 CHICAGO IL 60606 363488423 GRANT FUNDS TO ORG. AND INDV. TO SUPPORT DIABETES EDUCATION & RESEARCH IL 501(C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0