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← ASSOCIATION OF DIABETES CARE & EDUCATION SPECIALISTS FOUNDATION

Form 990 for tax year 2022

Filed by ASSOCIATION OF DIABETES CARE & EDUCATION SPECIALISTS FOUNDATION.

Totals

Total revenue
$199,985
Total expenses
$202,014
Contributions and grants received
$199,985
Grants paid
$177,244
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$767,738
Total liabilities, end of year
$5,958
Net assets or fund balances, end of year
$761,780
Program services expenses (Part IX)
$194,010
Management and general expenses
$8,004
Fundraising expenses
$0
Program service expenses (Part III)
$194,010

Program services were 96.0% 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

    $199,985

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $158,174 · program services $158,174

  • 2 · Grants to domestic individuals

    total $19,070 · program services $19,070

  • 7 · Other salaries and wages

    total $4,788 · program services $4,788

  • 11c · Fees: accounting

    total $6,740 · management and general $6,740

  • 13 · Office expenses

    total $8,242 · program services $6,978 · management and general $1,264

  • 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 $883,348 · end of year $80,248

  • 2 · Savings and temporary cash investments

    end of year $650,000

  • 4 · Accounts receivable

    beginning of year $6,310 · end of year $35,240

  • 15 · Other assets

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

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,364 · end of year $5,958

  • 19 · Deferred revenue

    beginning of year $100,000

  • 25 · Other liabilities

    beginning of year $24,485 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $530,354 · end of year $520,563

  • 28 · Net assets with donor restrictions

    beginning of year $233,455 · end of year $241,217

Mission and programs · 2022

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 $158,174 · Grants $158,174

  • SCHOLARSHIP AWARDS: AWARDS SCHOLARSHIPS TO QUALIFIED DIABETES CARE AND EDUCATION PROFESSIONALS TO ASSIST THEM IN COMPLETING YEARLY CONTINUING EDUCATION REQUIREMENTS OR PREPARE THEM FOR A CAREER IN DIABETES CARE AND EDUCATION.

    Expenses $19,070 · Grants $19,070

  • Expenses $16,766

As filed on the 2022 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

  • Jan Kavookjian

    PRESIDENT

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

    PRESIDENT-ELECT

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

    IMMEDIATE PAST PRESIDENT

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

    TREASURER

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

    BOARD ELECTED DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Deb Bjorsness

    DIRECTOR

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

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Jane Dickinson

    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
  • Dawn Noe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Katherine O'Neal

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Daniel Ruck

    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
    $329,102
    From this org
    $0
    From related orgs
    $309,777
    Other
    $19,325
    Hours/week
    2 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $309,777 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $1,025 related
    Filer's total
    $0 + $329,102 related
  • Bradley Neal

    CFAO (TERM OCT 2022)

    Total calculated
    $225,209
    From this org
    $0
    From related orgs
    $205,470
    Other
    $19,739
    Hours/week
    2 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $184,603 related
    Bonus
    $0 + $20,867 related
    Other
    $0
    Deferred
    $0 + $12,328 related
    Nontaxable benefits
    $0 + $7,411 related
    Filer's total
    $0 + $225,209 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
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202343189349303079

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

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