2014-11-12T16:49:36-06:00 2013-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2013-01-01 510161670 AMERICAN ASSOCIATION OF DIABETES EDUCATORS AMER 3124242426 200 WEST MADISON ST NO 800 CHICAGO IL 60606 KENNETH J WIDELKA CHIEF ADMINISTRATION OFFICER 3124242426 2014-11-10 1 LU ANN TRAPP P01506476 3122071040 2014-11-10 2013 2015-11-30 17:44:51Z TAMI A ROSS RD LD CDE 200 WEST MADISON ST NO 800 CHICAGO IL 60606 19623090 0 X WWW.DIABETESEDUCATOR.ORG X 1975 IL EMPOWER HEALTHCARE PROFESSIONALS WITH THE KNOWLEDGE AND SKILLS TO DELIVER EXCEPTIONAL DIABETES EDUCATION, MANAGEMENT AND SUPPORT. 19 15 54 160 105954 4230 1391628 1038752 9592410 9787885 254103 687871 1695486 1697595 12933627 13212103 70990 98077 0 0 4409143 4572331 0 0 0 7723469 7684655 12203602 12355063 730025 857040 15943509 18211525 3291117 4038794 12652392 14172731 EMPOWER HEALTHCARE PROFESSIONALS WITH THE KNOWLEDGE AND SKILLS TO DELIVER EXCEPTIONAL DIABETES EDUCATION, MANAGEMENT AND SUPPORT. 0 0 THE 2013 ANNUAL MEETING AND EXHIBITION, "THE POINT OF POSSIBLE" BROUGHT TOGETHER APPROXIMATELY 5,000 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 TO 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 1 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 168 0 1 54 1 1 1 0 0 0 1 1 0 X 19 15 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X KENNETH J WIDELKA 8003383633 200 WEST MADISON STE 800 CHICAGO IL 60606 TAMI ROSS PRESIDENT 20.00 0.00 X X 40000 0 0 JOAN BARDSLEY PRESIDENT-ELECT 10.00 0.00 X X 20000 0 0 SANDRA BURKE IMMEDIATE PAST PRESIDENT 10.00 0.00 X X 20000 0 0 TERRY LUMBER TREASURER 5.00 1.00 X X 0 0 0 ADEOLA AKINDANA DIRECTOR 5.00 0.00 X 0 0 0 TERRY BLAIS-COMPTON DIRECTOR 5.00 0.00 X 0 0 0 JANINE FREEMAN DIRECTOR 5.00 0.00 X 0 0 0 MARY ANN HODOROWICZ DIRECTOR 5.00 0.00 X 0 0 0 KAREN KEMMIS DIRECTOR 5.00 0.00 X 0 0 0 DANIEL J KENT DIRECTOR 5.00 0.00 X 0 0 0 CAROL RASMUSSEN DIRECTOR 5.00 0.00 X 0 0 0 BARB SCHREINER DIRECTOR 5.00 0.00 X 0 0 0 JANE JEFFRIE SELEY DIRECTOR 5.00 0.00 X 0 0 0 EVA M VIVIAN DIRECTOR 5.00 0.00 X 0 0 0 HOPE S WARSHAW DIRECTOR 5.00 0.00 X 0 0 0 ANN S WILLIAMS DIRECTOR 5.00 0.00 X 0 0 0 DONNA RYAN DIRECTOR 5.00 0.00 X 0 0 0 JIM FAIN DIRECTOR 5.00 0.00 X 30000 0 0 DONNA RICE DIRECTOR 5.00 1.00 X 0 0 0 CHARLES MACFARLANE CEO/CORPORATE SECRETARY 37.50 2.00 X 255701 0 22585 KENNETH WIDELKA CHIEF ADMINISTRATION OFFICER 37.50 1.00 X 201322 0 12932 LAURA DOWNES CHIEF OPERATING OFFICER 37.50 0.00 X 213161 0 18684 MARTHA RINKER CHIEF ADVOCACY OFFICER 37.50 0.00 X 155691 0 15301 RUTH LIPMAN CHIEF SCIENCE OFFICER 37.50 0.00 X 132772 0 13620 DIANA PIHOS DIRECTOR OF COMMUNICATIONS 37.50 0.00 X 121551 0 12847 NADINE MERKER DIRECTOR OF VOLUNTEER SERVICES 37.50 0.00 X 122078 0 13117 TERRY MERKLEY VICE PRESIDENT OF IT 37.50 0.00 X 131154 0 19464 1443430 0 128550 10 0 1 0 MARKETING GENERAL 625 N WASHINGTON ST SUITE 450 ALEXANDRIA VA 22314 MEMBERSHIP MARKETING SERVICES 502408 PRODUCTION RESOURCE GROUP 90 RAWLS RD DES PLAINES IL 60018 AUDIO VISUAL SERVICES 473844 ARAMARK 1101 MARKET STREET PHILADELPHIA PA 19107 AMERICAN FOOD SERVICE 253293 AVECTRA 10 SOUTH WACKER CHICAGO IL 60606 SOFTWARE SERVICE 204329 MINDING YOUR BUSINESS 200 EAST OHIO CHICAGO IL 60611 CONSULTING / STRATEGIC PLANNING 184350 11 1038752 1038752 MEMBERSHIP DUES 900099 3841329 3841329 ANNUAL MEETING 900099 3695100 3620083 75017 EDUCATION 900099 2251456 2220519 30937 9787885 274746 274746 924213 924213 6782363 6369238 413125 413125 413125 815131 41749 773382 773382 13212103 10455313 105954 1612084 85851 12226 834464 3123361 211116 155817 247573 30009 31900 155813 13595 1090745 920076 295578 316273 518019 726703 2581335 121827 62386 BANK FEES 22173 UBI TAX 635 797588 12355063 3860627 2290025 821485 255016 326972 821900 58516 78179 422732 469723 2027604 757979 522274 1269625 9883742 13027057 47161 0 15943509 18211525 718617 830794 2572500 3205593 0 2407 3291117 4038794 X 12652392 14172731 12652392 14172731 15943509 18211525 857040 663299 0 X 0 1 X 1 1 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 2198084 293748 -139380 154368 655579 -501211 9096 3405 5691 538193 259536 278657 1480315 495038 985277 1269625 DUE TO AADE FOUNDATION 2407 2407 X 13890056 663299 41749 705048 13185008 27095 27095 13212103 12369717 41749 41749 12327968 27095 27095 12355063 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE A TAX LIABILITY IF THE ASSOCIATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ASSOCIATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2013 AND 2012, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2010. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 41,749. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 41,749. EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES TRAVEL AND REGISTRATION FOR DIABETES/HEALTH MEETINGS 49035 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES TRAVEL AND REGISTRATION FOR DIABETES/HEALTH MEETINGS 21501 NORTH AMERICA 0 0 PROGRAM SERVICES TRAVEL AND REGISTRATION FOR DIABETES/HEALTH MEETINGS 1740 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM REVENUE INTERNATIONAL MEMBERSHIP DUES 0 0 0 0 0 0 72276 0 72276 0 0 0 0 0 0 1 AMERICAN ASSOC OF DIABETES EDUCATORS EDUCATION AND RESEARCH FOUNDATION 200 W MADISON ST CHICAGO IL 60606 363488423 501(C)(3) 85851 FMV OCCUPANCY, EQUIPMENT USAGE, OFFICE SUPPLIES AND TELEPHONE SERVICE GENERAL SUPPORT 1 DISTINGUISHED SERVICE AWARD 2 5500 ANNUAL MEETING ATTENDEE AWARDS 17 6726 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 240701 0 15000 0 0 0 16200 0 6385 0 278286 0 0 0 KENNETH WIDELKA CHIEF ADMINISTRATION OFFICER 193579 0 7743 0 0 0 11909 0 1023 0 214254 0 0 0 LAURA DOWNES CHIEF OPERATING OFFICER 204962 0 8199 0 0 0 13006 0 5678 0 231845 0 0 0 MARTHA RINKER CHIEF ADVOCACY OFFICER 149703 0 5988 0 0 0 9548 0 5753 0 170992 0 0 0 TERRY MERKLEY VICE PRESIDENT OF IT 131154 0 0 0 0 0 8450 0 11014 0 150618 0 0 0 DONNA TOMKY PAST AADE PRESIDENT 5000 DISTINGUISHED SERVICE AWARD 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 B, LINE 11 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.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. ALSO COMPARABILITY DATA IS USED. THE CHIEF ADMINISTRATION OFFICER'S AND 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. AMERICAN ASSOCIATION OF DIABETES EDUCATORS EDUCATION AND RESEARCH FOUNDATIO 200 W MADISON SUITE 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 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0