2013-10-15T10:34:14-05:00 2012-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2012-01-01 510161670 AMERICAN ASSOCIATION OF DIABETES EDUCATORS AMER 3124242426 200 WEST MADISON ST NO 800 CHICAGO IL 60606 KENNETH J WIDELKA 3124242426 2013-10-09 1 LU ANN TRAPP P01506476 3122071040 2013-10-09 2012 2016-03-07 17:11:31Z TAMI A ROSS RD LD CDE 200 WEST MADISON ST NO 800 CHICAGO IL 60606 15162694 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 16 53 160 225772 4806 1389859 1391628 10809360 9592410 932980 254103 1250772 1695486 14382971 12933627 53529 70990 0 0 4067533 4409143 0 0 0 7539124 7723469 11660186 12203602 2722785 730025 14560166 15943509 3523004 3291117 11037162 12652392 EMPOWER HEALTHCARE PROFESSIONALS WITH THE KNOWLEDGE AND SKILLS TO DELIVER EXCEPTIONAL DIABETES EDUCATION, MANAGEMENT AND SUPPORT. 0 0 THE 2012 ANNUAL MEETING AND EXHIBITION, "POWER OF PARTNERSHIP" BROUGHT TOGETHER APPROXIMATELY 6,000 MEMBERS OF THE DIABETES EDUCATION COMMUNITY. THIS IS CONSIDERED THE PREMIER EVENT FOR DIABETES EDUCATION, CARE AND DELIVERY, MEETING THE ORGANIZATION OBJECTIIVES 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-MANAGEMENT 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 NONPROFIT MEDICAL ORGANIZATIONS FOR THE PURPOSE OF FURTHERING DIABETES EDUCATION AND PREVENTION. THIS INCLUDES: PARTNERSHIPS WITH RELATED ORGANIZATIONS 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 0 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 1 169 0 1 53 1 1 1 0 0 0 1 1 0 X 19 16 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 SANDRA BURKE 35.00 0.00 X X 40000 0 0 TAMI ROSS 20.00 1.00 X X 20000 0 0 DONNA TOMKY 10.00 0.00 X X 20000 0 0 JOAN BARDSLEY 5.00 1.00 X X 0 0 0 ADEOLA AKINDANA 5.00 0.00 X 0 0 0 DEBORAH GREENWOOD 5.00 0.00 X 0 0 0 JANINE FREEMAN 5.00 0.00 X 0 0 0 CHARLOTTE A HAYES 5.00 0.00 X 0 0 0 KAREN KEMMIS 5.00 0.00 X 0 0 0 TERRY LUMBER 5.00 0.00 X 0 0 0 JAN PEARSON 5.00 0.00 X 0 0 0 CAROL RASMUSSEN 5.00 0.00 X 0 0 0 BARB SCHREINER 5.00 0.00 X 0 0 0 JANE JEFFRIE SELEY 5.00 0.00 X 0 0 0 EVA M VIVIAN 5.00 0.00 X 0 0 0 HOPE S WARSHAW 5.00 0.00 X 0 0 0 DONNA RYAN 5.00 0.00 X 0 0 0 JIM FAIN 5.00 0.00 X 0 0 0 DONNA RICE 5.00 1.00 X 0 0 0 DAVID WESTMAN 37.50 2.00 X 130500 0 3245 CHARLES MCFARLANE 37.50 2.00 X 77655 0 6481 KENNETH WIDELKA 37.50 1.00 X 212962 0 19791 LAURA DOWNES 37.50 0.00 X 218423 0 23397 MARTHA RINKER 37.50 0.00 X 159893 0 27267 RUTH LIPMAN 37.50 0.00 X 127082 0 18815 DIANA PIHOS 37.50 0.00 X 118900 0 20775 NADINE MERKER 37.50 0.00 X 116628 0 21123 LESLIE KOLB 37.50 0.00 X 109976 0 12967 1352019 0 153861 8 0 1 0 MARKETING GENERAL 625 N WASHINGTON ST SUITE 450 ALEXANDRIA VA 22314 MEMBERSHIP MARKETING SERVICES 528016 PRODUCTION RESOURCE GROUP 90 RAWLS RD DES PLAINES IL 60018 AUDIO VISUAL SERVICES 327803 CENTERPLATE 100 S CAPITOL INDIANAPOLIS IN 46225 CATERING SERVICE 231694 DS HOWARD & ASSOCIATES 2 RAVINIA DR STE 600 ATLANTA GA 30346 MARKETING, RESEARCH AND CREATIVE DESIGN 196700 HALL ERICKSON 98 E NAPERVILLE ROAD WESTMONT IL 60559 EXHIBIT MANAGEMENT SERVICES 175573 7 1391628 1391628 ANNUAL MEETING 900099 3967797 3773452 194345 MEMBERSHIP DUES 900099 3545871 3545871 EDUCATION 900099 2075637 2044210 31427 LOCAL NETWORKING GROUP TRANSFERS 900099 3105 3105 9592410 279774 279774 988661 988661 2165457 2191128 -25671 -25671 -25671 744764 37939 706825 706825 12933627 10073463 225772 1242764 X 61000 9990 772274 2933091 206939 204323 292516 43652 30300 136402 21162 1532699 973445 394756 311344 505839 800992 2459068 110104 55542 BANK FEES 25194 TAXES -41906 364876 12203602 3908917 3860627 519491 821485 361964 326972 64606 58516 310470 422732 1158426 636152 270141 522274 9090501 9883742 34076 47161 14560166 15943509 907433 718617 2614271 2572500 1300 3523004 3291117 X 11037162 12652392 11037162 12652392 14560166 15943509 730025 885205 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 2063451 296295 181533 477828 617208 -139380 7977 1995 5982 538193 205062 333131 612256 429095 183161 522274 X 13835609 885205 37939 923144 12912465 21162 21162 12933627 12220379 37939 37939 12182440 21162 21162 12203602 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2012 AND 2011, 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 2009. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 37,939. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 37,939. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES TRAVEL AND REGISTRATION FOR DIABETES/HEALTH MEETINGS 17345 NORTH AMERICA 0 0 PROGRAM SERVICES TRAVEL AND REGISTRATION FOR DIABETES/HEALTH MEETINGS 1644 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES TRAVEL AND REGISTRATION FOR DIABETES/HEALTH MEETINGS 718 NORTH AMERICA 0 0 PROGRAM REVENUE INTERNATIONAL MEMBERSHIP DUES EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM REVENUE INTERNATIONAL MEMBERSHIP DUES SOUTH ASIA 0 0 PROGRAM REVENUE INTERNATIONAL MEMBERSHIP DUES SUB-SAHARAN AFRICA 0 0 PROGRAM REVENUE INTERNATIONAL MEMBERSHIP DUES CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM REVENUE INTERNATIONAL MEMBERSHIP DUES MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM REVENUE INTERNATIONAL MEMBERSHIP DUES EAST ASIA AND THE PACIFIC 0 0 PROGRAM REVENUE INTERNATIONAL MEMBERSHIP DUES 0 0 0 0 0 0 19707 0 19707 0 0 0 0 0 0 1 DIABETES EDUCATION RESEARCH FOUNDATION 200 W MADISON ST CHICAGO IL 60606 363488423 501(C)(3) 54000 FMV OCCUPANCY, EQUIPMENT USAGE, OFFICE SUPPLIES AND TELEPHONE SERVICE GENERAL SUPPORT DIABETES EDUCATION RESEARCH FOUNDATION 200 W MADISON ST CHICAGO IL 60606 363488423 501(C)(3) 7000 GENERAL SUPPORT 1 DISTINGUISHED SERVICE AWARD 1 5000 ANNUAL MEETING ATTENDEE AWARDS 12 4990 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 KENNETH WIDELKA 177972 0 34990 0 0 0 17000 0 2791 0 232753 0 0 0 LAURA DOWNES 182797 0 35626 0 0 0 17590 0 5807 0 241820 0 0 0 MARTHA RINKER 149932 0 9961 0 0 0 22500 0 4767 0 187160 0 0 0 CAROLE MENSING PAST BOARD MEMBER/CURRENT CHAIR OF THE MA COORDINATING BODY 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. 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 CFO'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. OTHER FEES FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: TOTAL EXPENSES 340,797. CONSULTANT FEES : TOTAL EXPENSES 796,633. CREDIT CARD FEES : TOTAL EXPENSES 141,240. HONORARIUM/SPEAKER FEES : TOTAL EXPENSES 254,029. DIABETES EDUCATION RESEARCH FOUNDATION 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 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0