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← ASSOCIATION OF DIABETES CARE & EDUCATION SPECIALISTS FOUNDATION

Form 990 for tax year 2023

Filed by ASSOCIATION OF DIABETES CARE & EDUCATION SPECIALISTS FOUNDATION.

Totals

Total revenue
$75,247
Total expenses
$224,774
Contributions and grants received
$53,590
Grants paid
$198,632
Program service revenue
$0
Investment income
$21,657
Other revenue
$0
Total assets, end of year
$689,242
Total liabilities, end of year
$76,989
Net assets or fund balances, end of year
$612,253
Program services expenses (Part IX)
$213,590
Management and general expenses
$11,184
Fundraising expenses
$0
Program service expenses (Part III)
$213,590

Program services were 95.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $53,590

  • 3 · Investment income

    total $21,657 · excluded $21,657

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $180,247 · program services $180,247

  • 2 · Grants to domestic individuals

    total $18,385 · program services $18,385

  • 7 · Other salaries and wages

    total $4,872 · management and general $4,872

  • 11c · Fees: accounting

    total $2,873 · management and general $2,873

  • 11g · Fees: other

    total $2,500 · program services $2,500

  • 13 · Office expenses

    total $748 · management and general $748

  • 17 · Travel

    total $10,149 · program services $7,458 · management and general $2,691

  • 19 · Conferences, conventions and meetings

    total $5,000 · program services $5,000

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $80,248 · end of year $6,845

  • 2 · Savings and temporary cash investments

    beginning of year $650,000 · end of year $571,657

  • 4 · Accounts receivable

    beginning of year $35,240 · end of year $110,740

  • 15 · Other assets

    beginning of year $2,250 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,958 · end of year $74,749

  • 25 · Other liabilities

    beginning of year $0 · end of year $2,240

  • 27 · Net assets without donor restrictions

    beginning of year $520,563 · end of year $354,245

  • 28 · Net assets with donor restrictions

    beginning of year $241,217 · end of year $258,008

Mission and programs · 2023

Mission

AS THE PHILANTHROPIC ARM OF THE ASSOCIATION OF DIABETES CARE & EDUCATIONAL 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.

Activities or mission (Part I)

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.

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $180,247 · Grants $180,247

  • 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.

    Expenses $33,343 · Grants $18,385

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Lucille Hughes

    PRESIDENT

    Total calculated
    $40,000
    From this org
    $0
    From related orgs
    $40,000
    Other
    $0
    Hours/week
    1 + 20 related
  • Jane Dickinson

    PRESIDENT-ELECT

    Total calculated
    $20,000
    From this org
    $0
    From related orgs
    $20,000
    Other
    $0
    Hours/week
    1 + 10 related
  • Jan Kavookjian

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $20,000
    From this org
    $0
    From related orgs
    $20,000
    Other
    $0
    Hours/week
    1 + 10 related
  • Katherine O'Neal

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • James R Gavin III

    BOARD ELECTED DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Marilyn Cox

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Veronica Brady

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Starlin Haydon-Greatting

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Nicholas Galloway

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Diana Isaacs

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Virginia Ives

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Barbara Kocurek

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Michelle Magee

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Gwen Klinker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Jacqueline Lamanna

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Clipper Young

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Gretchen Youssef

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Tammie Payne

    MEMBER AFFILIATE LIASON

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Matthew Hornberger

    CEO

    Total calculated
    $386,618
    From this org
    $0
    From related orgs
    $365,702
    Other
    $20,916
    Hours/week
    2 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $325,402 related
    Bonus
    $0 + $40,300 related
    Other
    $0
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $1,116 related
    Filer's total
    $0 + $386,618 related
  • Matthew Biecker

    CFO

    Total calculated
    $175,466
    From this org
    $0
    From related orgs
    $153,081
    Other
    $22,385
    Hours/week
    2 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $153,081 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,185 related
    Nontaxable benefits
    $0 + $13,200 related
    Filer's total
    $0 + $175,466 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
27 August 2024
IRS schema version
2023v5.1
Source object
202432429349300708

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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