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ASSOCIATION FOR DIAGNOSTICS & LABORATORY MEDICINE INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ASSOCIATION FOR DIAGNOSTICS & LABORATORY MEDICINE INC (EIN 39-0977801)
Tax period
2024-04-01 to 2025-03-31
Filed
2025-11-03
IRS object ID
202533079349300923
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-03T09:39:13-06:00ReturnTs
Tax Period End2025-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1901 NORTH GLEBE ROAD SUITE 200AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22203ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN390977801EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASSOCIATION FOR DIAGNOSTICS & LABORATORYBusinessNameLine1Txt
Business Name Line2MEDICINEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlASSOBusinessNameControlTxt
Phone2028570717PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1900 SEVENTH STREET NW 400AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARITEL DASCOPersonNm
Person TitleCFOPersonTitleTxt
Phone2024207614PhoneNum
Signature2025-10-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT WILLIAMSPreparerPersonNm
PTINP01345960PTIN
Phone5712279500PhoneNum
Preparation2025-10-29PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1AACCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerMARITEL DASCOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1900 SEVENTH STREET NW 400AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$30,374,330GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MYADLM.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1948FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionBETTER HEALTH FOR ALL THROUGH LABORATORY MEDICINE.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee71TotalEmployeeCnt
Total Volunteers196TotalVolunteersCnt
Total Gross UBI$1,061,021TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$1,552NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,687,559PYContributionsGrantsAmt
CY Contributions Grants$1,775,265CYContributionsGrantsAmt
PY Program Service Revenue$20,091,012PYProgramServiceRevenueAmt
CY Program Service Revenue$20,386,608CYProgramServiceRevenueAmt
PY Investment Income$773,573PYInvestmentIncomeAmt
CY Investment Income$1,276,906CYInvestmentIncomeAmt
PY Other Revenue$1,289,263PYOtherRevenueAmt
CY Other Revenue$1,393,903CYOtherRevenueAmt
PY Total Revenue$23,841,407PYTotalRevenueAmt
CY Total Revenue$24,832,682CYTotalRevenueAmt
PY Grants And Similar Paid$118,107PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$118,288CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$9,414,232PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$10,287,719CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$13,930,694PYOtherExpensesAmt
CY Other Expenses$13,632,297CYOtherExpensesAmt
PY Total Expenses$23,463,033PYTotalExpensesAmt
CY Total Expenses$24,038,304CYTotalExpensesAmt
PY Revenues Less Expenses$378,374PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$794,378CYRevenuesLessExpensesAmt
Total Assets BOY$38,603,281TotalAssetsBOYAmt
Total Assets EOY$40,440,390TotalAssetsEOYAmt
Total Liabilities BOY$22,030,610TotalLiabilitiesBOYAmt
Total Liabilities EOY$22,810,146TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$16,572,671NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$17,630,244NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionADLM (ASSOCIATION FOR DIAGNOSTICS & LABORATORY MEDICINE), FORMERLY THE AMERICAN ASSOCIATION FOR CLINICAL CHEMISTRY, PROVIDES GLOBAL LEADERSHIP IN ADVANCING THE PRACTICE AND PROFESSION OF CLINICAL LABORATORY SCIENCE AND MEDICINE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$7,695,435ExpenseAmt
Grant$8,000GrantAmt
Revenue$16,959,796RevenueAmt
DescANNUAL MEETINGS AND EXPOS - ADLM'S ANNUAL MEETING SHOWCASES VITAL RESEARCH IN LABORATORY MEDICINE AND IMPORTANT UPDATES IN THE FIELD. ATTENDED BY ALMOST 18,000 ATTENDEES IN-PERSON IN FISCAL YEAR 2025, THE ANNUAL MEETING INCLUDES EDUCATIONAL OPPORTUNITIES IN THE FORM OF LECTURES, PLENARY SESSIONS, SCIENTIFIC SESSIONS, AND ROUNDTABLE SESSIONS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$4,380,853ExpenseAmt
Grant$1,250GrantAmt
Revenue$916,337RevenueAmt
DescMARKETING AND COMMUNICATIONS - THIS PROGRAM ENHANCES THE AWARENESS OF LABORATORY MEDICINE, PROMOTES ADLM'S PROGRAMS AND MEMBERSHIP, SUPPORTS PROFESSIONAL GROWTH AND CAREER DEVELOPMENT FOR MEMBERS, AND INCLUDES CLINICAL LABORATORY NEWS, THE LEADING NONPROFIT MONTHLY NEWS MAGAZINE IN THE FIELD, WHICH PROVIDES TRUSTED NEWS ANALYSIS IN LABORATORY MEDICINE TO BOTH MEMBER AND NONMEMBER SUBSCRIBERS. MYADLM.ORG RECEIVES NEARLY 1.1 MILLION VISITORS ANNUALLY, AND IN FISCAL YEAR 2025, ADLM'S PRESS PROGRAM PUT OUT 34 PRESS RELEASES TO RAISE PUBLIC AWARENESS ABOUT THE ESSENTIAL ROLE THAT LABORATORY MEDICINE PROFESSIONALS PLAY IN ENSURING THAT PATIENTS RECEIVE HIGH QUALITY HEALTHCARE. THESE RELEASES LED TO 95 NEWS ARTICLES AND TV/RADIO SEGMENTS ABOUT ADLM.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$2,245,151ExpenseAmt
Grant$34,800GrantAmt
DescADLM'S SCIENCE & PRACTICE PROGRAMS, GOVERNMENT AFFAIRS, AND THE GLOBAL LAB QUALITY INITIATIVE (GLQI), WHICH PARTNERS WITH NATIONAL SOCIETIES TO IMPROVE THE QUALITY OF LABORATORY TESTING WORLDWIDE.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (5 entries)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$1,095,717$74,238$1,077,028MEMBERSHIP - GROWS AND SUSTAINS A VIBRANT AND ENGAGED MEMBERSHIP OF OVER 6,000 CLINICAL LABORATORY PROFESSIONALS, PHYSICIANS, RESEARCH SCIENTISTS, AND OTHERS INVOLVED IN DEVELOPING TESTS AND DIRECTING LABORATORY OPERATIONS, AND SUPPORTS PROFESSIONAL GROWTH AND CAREERDEVELOPMENT FOR ITS MEMBERS.
$1,172,920$108,846EDUCATION & CONFERENCES - BEYOND ADLM'S ANNUAL MEETING AND EXPOS, ADLM STRIVES TO IMPROVE HEALTHCARE THROUGH LABORATORY MEDICINE BY OFFERING EDUCATION AND CONFERENCE OPPORTUNITIES.
$74,932ADLM'S MANAGEMENT SERVICES - ADLM PROVIDES BACK OFFICE SERVICES TO LIKE MINDED EXEMPT ORGANIZATIONS.
$999,368$207,701PUBLICATIONS - ADLM HAS TWO PRIMARY PUBLICATIONS:CLINICAL CHEMISTRY IS A MONTHLY JOURNAL THAT DISSEMINATES SCIENTIFIC INFORMATION AND EDUCATION THROUGH PEER REVIEWED ARTICLES AND IS DISTRIBUTED THROUGHOUT THE UNITED STATES AS WELL AS INTERNATIONALLY. THE JOURNAL OF APPLIED LABORATORY MEDICINE IS AN INTERNATIONAL, PEER-REVIEWED JOURNAL THAT SHOWCASES APPLIED RESEARCH ON CLINICALLY RELEVANT LABORATORY TOPICS AS WELL AS COMMENTARY ON THE PRACTICE OF CLINICAL CHEMISTRY AND LABORATORY MEDICINE. IT IS PUBLISHED BIMONTHLY ONLINE.
$262,114UNIVERSAL SAMPLE BANK PROGRAM - SUPPORTS CLINICAL STUDIES.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$3,268,005TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$74,238TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$1,730,621TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$17,589,444TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document87IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee71EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMARITEL DASCOPersonNm
Phone2028570717PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1900 7TH STREET NW SUITE 400AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
CHRISTINA LOCKWOOD
DIRECTOR2.00Yes (X)$4,250$0$0
ANTHONY KILLEEN
PRESIDENT4.00Yes (X)$0$0$0Yes (X)
CHRISTOPHER MCCUDDEN
SECRETARY2.00Yes (X)$0$0$0Yes (X)
Y VICTORIA ZHANG
TREASURER2.00Yes (X)$0$0$0Yes (X)
PAUL JANNETTO
PRESIDENT-ELECT (BEGAN 8/24)4.00Yes (X)$0$0$0Yes (X)
OCTAVIA M PECK PALMER
PAST PRESIDENT4.00Yes (X)$0$0$0Yes (X)
SHANNON HAYMOND
PAST PRESIDENT (THRU 7/24)4.00Yes (X)$0$0$0Yes (X)
JOE EL-KHOURY
DIRECTOR (THRU 7/24)2.00Yes (X)$0$0$0
ALLISON CHAMBLISS
DIRECTOR (THRU 7/24)2.00Yes (X)$0$0$0
DANIEL T HOLMES
DIRECTOR2.00Yes (X)$0$0$0
STANLEY F LO
DIRECTOR2.00Yes (X)$0$0$0
M LAURA PARNAS
DIRECTOR2.00Yes (X)$0$0$0
KACY PETERSON
DIRECTOR (THRU 7/24)2.00Yes (X)$0$0$0
BONNY LEWIS VAN
DIRECTOR (THRU 7/24)2.00Yes (X)$0$0$0
MARK A CERVINSKI
DIRECTOR (BEGAN 8/24)2.00Yes (X)$0$0$0
JANE DICKERSON
DIRECTOR (BEGAN 8/24)2.00Yes (X)$0$0$0
QING MENG
DIRECTOR (BEGAN 8/24)2.00Yes (X)$0$0$0
REID ROSEHILL
DIRECTOR (BEGAN 8/24)2.00Yes (X)$0$0$0
MARK GOLDEN
CEO35.00$452,326$0$56,888Yes (X)
MARITEL DASCO
CFO35.00$246,140$0$43,697Yes (X)
STEPHEN POSTON
CHIEF TECH. & EVENTS OFFICER35.00$294,090$0$39,187Yes (X)
MARYANNE ELMA
CHIEF SCIENCE & POLICY OFFICER35.00$263,315$0$53,377Yes (X)
SAMANTHA ROSENBERG
CHIEF PEOPLE & GOVERNANCE OFFICER35.00$227,507$0$51,011Yes (X)
BETH HAMPTON
CHIEF ENGMT & MEM OFF (THRU 5/2024)35.00$176,821$0$28,516Yes (X)
VINCENT STINE
SR. DIR. GOV./GLOBAL AFFAIRS35.00$251,855$0$53,141Yes (X)
SURANGA SILVA
SR. DIR. IT35.00$223,615$0$50,232Yes (X)
MOLLY POLEN
SR. DIR. COMMS/PR (THRU 3/2025)35.00$218,475$0$29,366Yes (X)
TERESA FAVERO
SR. DIR. CORP. REL. (THRU 3/2025)35.00$210,152$0$20,768Yes (X)
JOHN MATTHEW BOYLE
SR. DIR. PUBLICATIONS35.00$201,966$0$30,110Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,770,512TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$456,293TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K32IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
FREEMAN
PO BOX 734596DALLASTX75373ANNUAL MEETING A/V, SIGNAGE, & DECORATIN$2,194,001
J SPARGO & ASSOCIATES
11208 WAPLES MILL ROADFAIRFAXVA22030ANNUAL MEETING MANAGEMENT$1,596,540
MCCORMICK PLACE (METROPOLITAN PIER & EXP
301 E CERMAK ROADCHICAGOIL60616ANNUAL MEETING FACILITY RENTAL AND EQUIP$1,075,862
SYNERGY CREATIVE INC
1039 W LAKE STREETCHICAGOIL60607ANNUAL MEETING MARKETING$575,343
OVATIONS FOOD SERVICES DBA OVG HOSPITALI
150 ROUSE STPHILADELPHIAPA19112ANNUAL MEETINGCATERINGFOROPENINGMIXER,EX$445,762
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K23CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,775,265AllOtherContributionsAmt
Total Contributions$1,775,265TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
CONFERENCES, MEETINGS & EDUCATION900099$18,110,211$17,964,086$146,125
MEMBERSHIP DUES900099$1,077,027$1,077,027
MARKETING & COMMUNICATIONS541800$916,337$20,494$895,843
PUBLICATIONS900099$208,101$208,101
MANAGEMENT SERVICES561000$74,932$74,932
FieldValueIRS element (for citing)
Total Program Service Revenue$20,386,608TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,162,514TotalRevenueColumnAmt
Exclusion$1,162,514ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,127,242TotalRevenueColumnAmt
Unrelated Business Revenue$19,053UnrelatedBusinessRevenueAmt
Exclusion$1,108,189ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,656,040SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,541,648SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$114,392SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$114,392TotalRevenueColumnAmt
Exclusion$114,392ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescUNIVERSAL SAMPLE BANKDesc
Business900099BusinessCd
Total Revenue Column$262,114TotalRevenueColumnAmt
Related Or Exempt Func Income$262,114RelatedOrExemptFuncIncomeAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,547TotalRevenueColumnAmt
Exclusion$4,547ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$266,661OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,832,682TotalRevenueColumnAmt
Related Or Exempt Func Income$19,606,754RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,061,021UnrelatedBusinessRevenueAmt
Exclusion$2,389,642ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$54,188TotalAmt
Program Services$54,188ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$60,200TotalAmt
Program Services$60,200ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$3,900TotalAmt
Program Services$3,900ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,006,492TotalAmt
Program Services$747,763ProgramServicesAmt
Management And General$1,258,729ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$6,469,719TotalAmt
Program Services$4,502,106ProgramServicesAmt
Management And General$1,967,613ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$560,613TotalAmt
Program Services$389,918ProgramServicesAmt
Management And General$170,695ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$661,081TotalAmt
Program Services$442,952ProgramServicesAmt
Management And General$218,129ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$589,814TotalAmt
Program Services$369,947ProgramServicesAmt
Management And General$219,867ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$106,753TotalAmt
Management And General$106,753ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$53,926TotalAmt
Management And General$53,926ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$108,000TotalAmt
Program Services$108,000ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$106,079TotalAmt
Management And General$106,079ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,275,274TotalAmt
Program Services$1,146,691ProgramServicesAmt
Management And General$128,583ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$660,612TotalAmt
Program Services$660,612ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$542,277TotalAmt
Program Services$120,123ProgramServicesAmt
Management And General$422,154ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,515,930TotalAmt
Program Services$489,148ProgramServicesAmt
Management And General$1,026,782ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,202,937TotalAmt
Program Services$929,279ProgramServicesAmt
Management And General$273,658ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,470,524TotalAmt
Program Services$1,233,179ProgramServicesAmt
Management And General$237,345ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,015,835TotalAmt
Program Services$3,853,271ProgramServicesAmt
Management And General$162,564ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$252,338TotalAmt
Program Services$233,945ProgramServicesAmt
Management And General$18,393ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$184,770TotalAmt
Program Services$171,302ProgramServicesAmt
Management And General$13,468ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
COMMISSIONS$1,491,373$1,466,888$24,485
PRODUCTION EXPENSES$483,431$483,431
DUES, TRAINING, AND OTH$162,238$122,601$39,637

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$24,038,304TotalAmt
Program Services$17,589,444ProgramServicesAmt
Management And General$6,448,860ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,836,873BOYAmt
EOY$869,293EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,190,624BOYAmt
EOY$5,224,281EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$916,963BOYAmt
EOY$505,624EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,081,714BOYAmt
EOY$1,327,410EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,966,715LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,241,501LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$892,681BOYAmt
EOY$725,214EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$24,788,419BOYAmt
EOY$25,817,302EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$6,896,007BOYAmt
EOY$5,971,266EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$38,603,281BOYAmt
EOY$40,440,390EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,420,961BOYAmt
EOY$1,462,923EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$11,271,712BOYAmt
EOY$13,226,945EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,337,937BOYAmt
EOY$8,120,278EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$22,030,610BOYAmt
EOY$22,810,146EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,430,040BOYAmt
EOY$12,350,054EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,142,631BOYAmt
EOY$5,280,190EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,572,671BOYAmt
EOY$17,630,244EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$38,603,281BOYAmt
EOY$40,440,390EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$794,378ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$263,195NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,880,404CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,852,222CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,986,194CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,687,559CurrentTaxYearMinus1YearAmt
Current Tax Year$1,775,265CurrentTaxYearAmt
Total$12,181,644TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,729,628CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,408,561CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,269,412CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,018,443CurrentTaxYearMinus1YearAmt
Current Tax Year$19,344,640CurrentTaxYearAmt
Total$70,770,684TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,610,032CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,260,783CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,255,606CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,706,002CurrentTaxYearMinus1YearAmt
Current Tax Year$21,119,905CurrentTaxYearAmt
Total$82,952,328TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,709CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,851,191CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,141,243CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,026,478CurrentTaxYearMinus1YearAmt
Current Tax Year$2,536,757CurrentTaxYearAmt
Total$10,580,378TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,709CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,851,191CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,141,243CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,026,478CurrentTaxYearMinus1YearAmt
Current Tax Year$2,536,757CurrentTaxYearAmt
Total$10,580,378TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$72,371,950PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,945,697CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,100,563CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,845,483CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,996,962CurrentTaxYearMinus1YearAmt
Current Tax Year$2,270,703CurrentTaxYearAmt
Total$10,159,408TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,945,697CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,100,563CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,845,483CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,996,962CurrentTaxYearMinus1YearAmt
Current Tax Year$2,270,703CurrentTaxYearAmt
Total$10,159,408TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,624CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28,694CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,201CurrentTaxYearMinus2YearsAmt
Total$54,519TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$271,906CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,580CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$109,775CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$102,800CurrentTaxYearMinus1YearAmt
Current Tax Year$266,661CurrentTaxYearAmt
Total$762,722TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,834,259CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,401,620CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,230,065CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,805,764CurrentTaxYearMinus1YearAmt
Current Tax Year$23,657,269CurrentTaxYearAmt
Total$93,928,977TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.77050PublicSupportCY509Pct
Public Support PY5090.78500PublicSupportPY509Pct
Investment Income CY0.10820InvestmentIncomeCYPct
Investment Income PY0.09600InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER INCOME - 2020 AMOUNT: $ 271,906. 2021 AMOUNT: $ 11,580. 2022 AMOUNT: $ 109,775. 2023 AMOUNT: $ 102,800. 2024 AMOUNT: $ 266,661.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,049FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$395,840FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$396,889FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$17,192,915FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$17,589,804FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$261,703CurrentYearMinus3Amt
Current Year Minus2$472,770CurrentYearMinus2Amt
Current Year Minus1$440,043CurrentYearMinus1Amt
Current Year$396,889CurrentYearAmt
Total$1,571,405TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus2$6,035CurrentYearMinus2Amt
Current Year Minus1$1,385CurrentYearMinus1Amt
Current Year$1,049CurrentYearAmt
Total$8,469TotalAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,043,867BeginningYearBalanceAmt
Investment Earnings Or Losses$283,933InvestmentEarningsOrLossesAmt
Other Expenditures$135,124OtherExpendituresAmt
End Year Balance$5,192,676EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,475,675BeginningYearBalanceAmt
Investment Earnings Or Losses$683,183InvestmentEarningsOrLossesAmt
Other Expenditures$114,991OtherExpendituresAmt
End Year Balance$5,043,867EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,799,940BeginningYearBalanceAmt
Investment Earnings Or Losses-$264,286InvestmentEarningsOrLossesAmt
Other Expenditures$59,979OtherExpendituresAmt
End Year Balance$4,475,675EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,670,135BeginningYearBalanceAmt
Investment Earnings Or Losses$153,752InvestmentEarningsOrLossesAmt
Other Expenditures$23,947OtherExpendituresAmt
End Year Balance$4,799,940EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,040,994BeginningYearBalanceAmt
Investment Earnings Or Losses$647,410InvestmentEarningsOrLossesAmt
Other Expenditures$18,269OtherExpendituresAmt
End Year Balance$4,670,135EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.68910PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.31090TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,894,660OtherCostOrOtherBasisAmt
Depreciation$1,505,986DepreciationAmt
Book Value$388,674BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$699,699OtherCostOrOtherBasisAmt
Depreciation$572,953DepreciationAmt
Book Value$126,746BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$372,356OtherCostOrOtherBasisAmt
Depreciation$162,562DepreciationAmt
Book Value$209,794BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$725,214TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescRIGHT OF USE ASSETDesc
Book Value$5,971,266BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$5,971,266TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLEASE LIABILITYDesc
Amt$8,120,278Amt
FieldValueIRS element (for citing)
Total Liability$8,120,278TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationTARGET AMOUNTS TO BE RETAINED WITHIN EACH ENDOWMENT ARE ESTABLISHED DURING THE ANNUAL BUDGET PROCESS. ASSOCIATION STAFF DISBURSES ALLOWABLE FUNDS FOR EXPENDITURES IN ACCORDANCE WITH DONOR STIPULATIONS. IN ESTABLISHING THIS POLICY, THE ASSOCIATION CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENTS. ACCORDINGLY, OVER THE LONG TERM, THE ASSOCIATION EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO GROW AT A REASONABLE RATE EACH YEAR. THIS IS CONSISTENT WITH THE ASSOCIATION'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY OR FOR A SPECIFIED TERM AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN.ExplanationTxt

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESGLQI CHINA WORKSHOP - QUALITY CONTROL$20,228
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICESDIRECT EXPENSES RELATED TO PLANNING AND EXECUTION OF THE 2024 ADLM MIDDLE EAST CONFERENCE$291,927
SUB-SAHARAN AFRICA00PROGRAM SERVICESGLQI ETHIOPIA AND ZAMBIA WORKSHOP$39,731
SOUTH AMERICA00PROGRAM SERVICESGLQI COLOMBIA WORKSHOP$11,710
RUSSIA AND NEIGHBORING STATES00PROGRAM SERVICESGLQI KAZAKHSTAN WORKSHOP$56,565
EUROPE00GRANTS TO RECIPIENTS$1,050
NORTH AMERICA00GRANTS TO RECIPIENTS$1,150
SOUTH AMERICA00GRANTS TO RECIPIENTS$1,000
EAST ASIA AND THE PACIFIC00GRANTS TO RECIPIENTS$700
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$423,361SubtotalSpentAmt
Continuation Spent$700ContinuationSpentAmt
Total Spent$424,061TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationADLM PRESENTS SEVERAL AWARDS EACH YEAR TO CLINICAL CHEMISTS AND OTHER CLINICAL SCIENTISTS WHO WORK IN THE FIELD OF CLINICAL LABORATORY SCIENCE. THESE AWARDS ARE PRESENTED TO: -RECOGNIZE THE OUTSTANDING ACHIEVEMENTS BY THESE INDIVIDUALS -MAKE THE SCIENTIFIC COMMUNITY AND GENERAL PUBLIC AWARE OF EXCEPTIONAL CONTRIBUTIONS BY CLINICAL CHEMISTS TO THE DEVELOPMENT OF THE SCIENCE OF CLINICAL CHEMISTRY AND THE IMPROVEMENT OF HEALTH CARE -STIMULATE AND ENCOURAGE OTHER SCIENTISTS TO ACCELERATE THEIR EFFORTS TO CONTRIBUTE TO THE ADVANCEMENT OF THE FIELD OF CLINICAL LABORATORY SCIENCEExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
GRANTS/AWARDS67$57,200N/AN/A
STUDENT RESEARCH AWARDS8$3,000N/AN/A

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationADLM PRESENTS SEVERAL AWARDS EACH YEAR TO CLINICAL CHEMISTS AND OTHER CLINICAL SCIENTISTS WHO WORK IN THE FIELD OF CLINICAL LABORATORY SCIENCE. THESE AWARDS ARE PRESENTED TO: -RECOGNIZE THE OUTSTANDING ACHIEVEMENTS BY THESE INDIVIDUALS -MAKE THE SCIENTIFIC COMMUNITY AND GENERAL PUBLIC AWARE OF EXCEPTIONAL CONTRIBUTIONS BY CLINICAL CHEMISTS TO THE DEVELOPMENT OF THE SCIENCE OF CLINICAL CHEMISTRY AND THE IMPROVEMENT OF HEALTH CARE -STIMULATE AND ENCOURAGE OTHER SCIENTISTS TO ACCELERATE THEIR EFFORTS TO CONTRIBUTE TO THE ADVANCEMENT OF THE FIELD OF CLINICAL LABORATORY SCIENCE GENERAL RESEARCH GRANT APPLICATIONS WILL BE EVALUATED USING THE FOLLOWING SCIENTIFIC CRITERIA: -ORIGINALITY; -SCOPE; -SCIENTIFIC SIGNIFICANCE; -SOUNDNESS OF RESEARCH PLAN; -DEGREE OF ACHIEVABILITY; -POTENTIAL FOR THE PROJECT TO LEAD TO FURTHER EXPLORATION BEYOND GRANT PERIOD; AND -TRANSFERABILITY OF RESEARCH FINDINGS TO ACTUAL PRACTICE. ADMINISTRATIVE CRITERIA USED WILL INCLUDE: -DEGREE TO WHICH THE RESEARCH PROPOSAL IS CRITICAL TO THE CAREER OF THE APPLICANT; -DEGREE TO WHICH ADLM FUNDING IS CRITICAL TO THE START OF THE PROJECT; -ADEQUACY OF THE FACILITY PROPOSED; AND -SATISFACTORY BUDGET. PREFERENCE FOR RESEARCH GRANTS WILL BE GIVEN TO YOUNG INVESTIGATORS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MARK GOLDEN
CEO$439,249$0$13,077$0$0$0$34,500$0$22,388$0$509,214$0$0$0
STEPHEN POSTON
CHIEF TECH. & EVENTS OFFICER$286,590$0$7,500$0$0$0$29,453$0$9,734$0$333,277$0$0$0
MARYANNE ELMA
CHIEF SCIENCE & POLICY OFFICER$255,815$0$7,500$0$0$0$22,496$0$30,881$0$316,692$0$0$0
VINCENT STINE
SR. DIR. GOV./GLOBAL AFFAIRS$246,855$0$5,000$0$0$0$26,066$0$27,075$0$304,996$0$0$0
MARITEL DASCO
CFO$238,640$0$7,500$0$0$0$25,690$0$18,007$0$289,837$0$0$0
SAMANTHA ROSENBERG
CHIEF PEOPLE & GOVERNANCE OFFICER$222,507$0$5,000$0$0$0$23,936$0$27,075$0$278,518$0$0$0
SURANGA SILVA
SR. DIR. IT$218,615$0$5,000$0$0$0$23,157$0$27,075$0$273,847$0$0$0
MOLLY POLEN
SR. DIR. COMMS/PR (THRU 3/2025)$208,102$0$10,373$0$0$0$19,632$0$9,734$0$247,841$0$0$0
JOHN MATTHEW BOYLE
SR. DIR. PUBLICATIONS$196,966$0$5,000$0$0$0$20,376$0$9,734$0$232,076$0$0$0
TERESA FAVERO
SR. DIR. CORP. REL. (THRU 3/2025)$200,026$0$10,126$0$0$0$20,768$0$0$0$230,920$0$0$0
BETH HAMPTON
CHIEF ENGMT & MEM OFF (THRU 5/2024)$169,321$0$7,500$0$0$0$17,877$0$10,639$0$205,337$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ATRAVEL FOR THE BOARD PRESIDENT'S SPOUSE OR COMPANION TO THE ANNUAL MEETING. THE POLICY OF THE ASSOCIATION IS NOT TO PAY FOR SPOUSAL OR COMPANION TRAVEL EXPENSES. TWO EXCEPTIONS ARE MADE - THE ASSOCIATION PAYS TRAVEL EXPENSES FOR THE BOARD PRESIDENT'S SPOUSE OR COMPANION TO THE ANNUAL MEETING, AND MAY WAIVE INCIDENTAL, DE MINIMUS, EXPENSES.
PART I, LINE 3THE PERFORMANCE & COMPENSATION COMMITTEE (P&CC) IS CHARGED WITH DETERMINING COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1ATHE BOARD OF DIRECTORS SHALL HAVE AN EXECUTIVE COMMITTEE CONSISTING OF THE OFFICERS OF THE ASSOCIATION. THE PRESIDENT SHALL SERVE AS CHAIR OF THIS COMMITTEE AND THE CHIEF EXECUTIVE OFFICER SHALL FUNCTION, WITHOUT VOTE, AS ITS SECRETARY. A QUORUM OF THE EXECUTIVE COMMITTEE SHALL CONSIST OF A MAJORITY OF ITS MEMBERS, AND ITS FORMAL ACTIONS SHALL REQUIRE A MAJORITY VOTE UNLESS OTHERWISE PROVIDED IN THE BYLAWS. THE EXECUTIVE COMMITTEE SHALL BE EMPOWERED TO ACT FOR AND ON BEHALF OF THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE BOARD, EXCEPT AS OTHERWISE PROVIDED IN THE BYLAWS OR PROHIBITED BY LAW. ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO THE FULL BOARD OF DIRECTORS AS SOON AS PRACTICABLE, SHALL BE SUBJECT TO REVIEW BY THE BOARD, AND SHALL BE RECORDED IN THE MINUTES OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 4DURING THE FISCAL YEAR, THE ORGANIZATION UNDERWENT CHANGES TO ITS BYLAWS AND CERTIFICATION OF INCORPORATION. THE CHANGES INCLUDED: USING THE CORRECT NAME OF THE ACADEMY OF DIAGNOSTICS & LABORATORY MEDICINE THROUGHOUT. MORE FULLY EXPLAINING THE ABILITY OF THE BOARD TO CREATE COMMITTEES AND SPECIFY THEIR AUTHORITY, IN A MANNER CONSISTENT WITH ESTABLISHED PRACTICE. ALLOWING FLEXIBILITY FOR IN-PERSON, VIRTUAL, AND HYBRID MEMBER MEETINGS WHILE ENSURING COMPLIANCE WITH NY STATE LAW. ADDING PROVISIONS DOCUMENTING THE RIGHTS OF MEMBERS TO PARTICIPATE VIA PROXY AT MEMBERSHIP MEETINGS. INCORPORATING UPDATES TO REFLECT NY STATE LAW REGARDING OFFICER REMOVAL, QUORUM REQUIREMENTS, AND OTHER PROCEDURAL MATTERS. UPDATING THE PROCESS TO ALLOW THE BOARD TO PROVISIONALLY APPROVE BYLAW AMENDMENTS SUBJECT TO POTENTIAL MEMBER REVERSAL OR REVISION,
FORM 990, PART VI, SECTION A, LINE 6MEMBERSHIP IN THE ASSOCIATION SHALL BE AVAILABLE TO ALL INDIVIDUALS WHO ARE ACTIVE AND/OR INTERESTED IN THE FIELD OF CLINICAL CHEMISTRY AND LABORATORY MEDICINE. MEMBERS OF THE ASSOCIATION SHALL CONDUCT THEMSELVES IN ACCORDANCE WITH THE ASSOCIATION'S CODE OF ETHICS. THE CLASSES OF MEMBERS ARE AS FOLLOWS: PROFESSIONAL MEMBERS: INDIVIDUALS WHO HAVE EARNED A BACCALAUREATE OR HIGHER DEGREE IN SCIENCE OR MEDICINE OR THE ACADEMIC EQUIVALENT OF THE ABOVE AND ARE ENGAGED IN PROFESSIONAL ACTIVITIES COMMONLY ASSOCIATED WITH THE PRACTICE OF CLINICAL CHEMISTRY AND LABORATORY MEDICINE MAY BE ADMITTED AS PROFESSIONAL MEMBERS. THE PROFESSIONAL MEMBER SHALL HAVE THE RIGHT TO VOTE, TO MAKE NOMINATIONS, TO HOLD ELECTED OFFICE, AND TO CHAIR, SERVE AND VOTE ON COMMITTEES, AND OTHER PRIVILEGES AS DETERMINED BY THE BOARD OF DIRECTORS. PROFESSIONAL AFFILIATE MEMBERS: INDIVIDUALS WHO HAVE AN INTEREST IN THE FIELD OF CLINICAL CHEMISTRY AND LABORATORY MEDICINE MAY BE ADMITTED AS PROFESSIONAL AFFILIATE MEMBERS. THE PROFESSIONAL AFFILIATE MEMBER SHALL NOT HAVE THE RIGHT TO VOTE, TO MAKE NOMINATIONS, TO HOLD ELECTED OFFICE, NOR TO CHAIR COMMITTEES, BUT MAY BE ENTITLED TO OTHER PRIVILEGES AS DETERMINED BY THE BOARD OF DIRECTORS. TRAINEE MEMBERS: INDIVIDUALS WHO ARE ENGAGED IN FORMAL FULL TIME UNDERGRADUATE, GRADUATE, OR POST-GRADUATE STUDY MAY BE ADMITTED AS TRAINEE MEMBERS. "FULL TIME" IS TO REPRESENT ANY COMBINATION OF COURSE WORK, TEACHING AND/OR RESEARCH ASSISTANTSHIPS, OR FELLOWSHIPS THAT THE RESPECTIVE INSTITUTION CONSIDERS A FULL-TIME LOAD. THE TRAINEE MEMBER SHALL NOT HAVE THE RIGHT TO VOTE, TO MAKE NOMINATIONS, TO HOLD ELECTED OFFICE OR TO CHAIR COMMITTEES, BUT MAY BE ENTITLED TO OTHER PRIVILEGES AS DETERMINED BY THE BOARD OF DIRECTORS. TRANSITIONAL MEMBER: TRAINEE MEMBERS AND INDIVIDUALS SEEKING FIRST-TIME MEMBERSHIP WHO HAVE COMPLETED FORMAL UNDERGRADUATE, GRADUATE, OR POST-GRADUATE STUDY MAY BE ADMITTED AS TRANSITIONAL MEMBERS FOR A PERIOD OF TWO YEARS. THE TRANSITIONAL MEMBER SHALL HAVE THE RIGHT TO VOTE, TO MAKE NOMINATIONS, TO HOLD ELECTED OFFICE, AND TO CHAIR, SERVE AND VOTE ON COMMITTEES, AND OTHER PRIVILEGES AS DETERMINED BY THE BOARD OF DIRECTORS. EXPRESS MEMBER: INDIVIDUALS WHO PRACTICE LABORATORY MEDICINE IN AN EMERGING ECONOMY COUNTRY OR INDIVIDUALS FROM ANY COUNTRY WHO HOLD A LABORATORY-RELATED POSITION IN THE HEALTH CARE INDUSTRY ARE ELIGIBLE FOR EXPRESS MEMBERSHIP. THE EXPRESS MEMBER SHALL NOT HAVE THE RIGHT TO VOTE, TO MAKE NOMINATIONS, TO HOLD ELECTED OFFICE, NOR TO CHAIR OR SIT ON COMMITTEES, BUT MAY BE ENTITLED TO OTHER PRIVILEGES AS DETERMINED BY THE BOARD OF DIRECTORS. EMERITUS MEMBER: INDIVIDUALS 65 YEARS OR OLDER WHO HAVE BEEN FULL MEMBERS IN GOOD STANDING FOR A PERIOD OF TWENTY OR MORE YEARS, AND WHO ARE RETIRED FROM THE ACTIVE PRACTICE OF CLINICAL CHEMISTRY AND LABORATORY MEDICINE MAY, UPON WRITTEN REQUEST TO THE ASSOCIATION, BECOME EMERITUS MEMBERS. THE EMERITUS MEMBER SHALL RETAIN ALL THE RIGHTS OF A FULL MEMBER EXCEPT THE RIGHT TO HOLD ELECTED OFFICE AND IS EXEMPT FROM THE PAYMENT OF DUES BUT MAY BE ENTITLED TO OTHER PRIVILEGES AS DETERMINED BY THE BOARD OF DIRECTORS. HONORARY MEMBER: INDIVIDUALS WHO HAVE ATTAINED DISTINCTION BY THEIR CONTRIBUTIONS TO CLINICAL CHEMISTRY AND LABORATORY MEDICINE MAY BE NAMED HONORARY MEMBERS OF THE ASSOCIATION BY THE BOARD OF DIRECTORS. THE HONORARY MEMBER SHALL NOT HAVE THE RIGHT TO VOTE NOR HOLD ELECTED OFFICE IN THE ASSOCIATION NOR BE REQUIRED TO PAY DUES BUT MAY BE ENTITLED TO OTHER PRIVILEGES AS DETERMINED BY THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 6MEMBERSHIP IN THE ASSOCIATION SHALL BE AVAILABLE TO ALL INDIVIDUALS WHO ARE ACTIVE AND/OR INTERESTED IN THE FIELD OF CLINICAL CHEMISTRY AND LABORATORY MEDICINE. MEMBERS OF THE ASSOCIATION SHALL CONDUCT THEMSELVES IN ACCORDANCE WITH THE ASSOCIATION'S CODE OF ETHICS. THE CLASSES OF MEMBERS ARE AS FOLLOWS: PROFESSIONAL MEMBERS: INDIVIDUALS WHO HAVE EARNED A BACCALAUREATE OR HIGHER DEGREE IN SCIENCE OR MEDICINE OR THE ACADEMIC EQUIVALENT OF THE ABOVE AND ARE ENGAGED IN PROFESSIONAL ACTIVITIES COMMONLY ASSOCIATED WITH THE PRACTICE OF CLINICAL CHEMISTRY AND LABORATORY MEDICINE MAY BE ADMITTED AS PROFESSIONAL MEMBERS. THE PROFESSIONAL MEMBER SHALL HAVE THE RIGHT TO VOTE, TO MAKE NOMINATIONS, TO HOLD ELECTED OFFICE, AND TO CHAIR, SERVE AND VOTE ON COMMITTEES, AND OTHER PRIVILEGES AS DETERMINED BY THE BOARD OF DIRECTORS. PROFESSIONAL AFFILIATE MEMBERS: INDIVIDUALS WHO HAVE AN INTEREST IN THE FIELD OF CLINICAL CHEMISTRY AND LABORATORY MEDICINE MAY BE ADMITTED AS PROFESSIONAL AFFILIATE MEMBERS. THE PROFESSIONAL AFFILIATE MEMBER SHALL NOT HAVE THE RIGHT TO VOTE, TO MAKE NOMINATIONS, TO HOLD ELECTED OFFICE, NOR TO CHAIR COMMITTEES, BUT MAY BE ENTITLED TO OTHER PRIVILEGES AS DETERMINED BY THE BOARD OF DIRECTORS. TRAINEE MEMBERS: INDIVIDUALS WHO ARE ENGAGED IN FORMAL FULL TIME UNDERGRADUATE, GRADUATE, OR POST-GRADUATE STUDY MAY BE ADMITTED AS TRAINEE MEMBERS. "FULL TIME" IS TO REPRESENT ANY COMBINATION OF COURSE WORK, TEACHING AND/OR RESEARCH ASSISTANTSHIPS, OR FELLOWSHIPS THAT THE RESPECTIVE INSTITUTION CONSIDERS A FULL-TIME LOAD. THE TRAINEE MEMBER SHALL NOT HAVE THE RIGHT TO VOTE, TO MAKE NOMINATIONS, TO HOLD ELECTED OFFICE OR TO CHAIR COMMITTEES, BUT MAY BE ENTITLED TO OTHER PRIVILEGES AS DETERMINED BY THE BOARD OF DIRECTORS. TRANSITIONAL MEMBER: TRAINEE MEMBERS AND INDIVIDUALS SEEKING FIRST-TIME MEMBERSHIP WHO HAVE COMPLETED FORMAL UNDERGRADUATE, GRADUATE, OR POST-GRADUATE STUDY MAY BE ADMITTED AS TRANSITIONAL MEMBERS FOR A PERIOD OF TWO YEARS. THE TRANSITIONAL MEMBER SHALL HAVE THE RIGHT TO VOTE, TO MAKE NOMINATIONS, TO HOLD ELECTED OFFICE, AND TO CHAIR, SERVE AND VOTE ON COMMITTEES, AND OTHER PRIVILEGES AS DETERMINED BY THE BOARD OF DIRECTORS. EXPRESS MEMBER: INDIVIDUALS WHO PRACTICE LABORATORY MEDICINE IN AN EMERGING ECONOMY COUNTRY OR INDIVIDUALS FROM ANY COUNTRY WHO HOLD A LABORATORY-RELATED POSITION IN THE HEALTH CARE INDUSTRY ARE ELIGIBLE FOR EXPRESS MEMBERSHIP. THE EXPRESS MEMBER SHALL NOT HAVE THE RIGHT TO VOTE, TO MAKE NOMINATIONS, TO HOLD ELECTED OFFICE, NOR TO CHAIR OR SIT ON COMMITTEES, BUT MAY BE ENTITLED TO OTHER PRIVILEGES AS DETERMINED BY THE BOARD OF DIRECTORS. EMERITUS MEMBER: INDIVIDUALS 65 YEARS OR OLDER WHO HAVE BEEN FULL MEMBERS IN GOOD STANDING FOR A PERIOD OF TWENTY OR MORE YEARS, AND WHO ARE RETIRED FROM THE ACTIVE PRACTICE OF CLINICAL CHEMISTRY AND LABORATORY MEDICINE MAY, UPON WRITTEN REQUEST TO THE ASSOCIATION, BECOME EMERITUS MEMBERS. THE EMERITUS MEMBER SHALL RETAIN ALL THE RIGHTS OF A FULL MEMBER EXCEPT THE RIGHT TO HOLD ELECTED OFFICE AND IS EXEMPT FROM THE PAYMENT OF DUES BUT MAY BE ENTITLED TO OTHER PRIVILEGES AS DETERMINED BY THE BOARD OF DIRECTORS. HONORARY MEMBER: INDIVIDUALS WHO HAVE ATTAINED DISTINCTION BY THEIR CONTRIBUTIONS TO CLINICAL CHEMISTRY AND LABORATORY MEDICINE MAY BE NAMED HONORARY MEMBERS OF THE ASSOCIATION BY THE BOARD OF DIRECTORS. THE HONORARY MEMBER SHALL NOT HAVE THE RIGHT TO VOTE NOR HOLD ELECTED OFFICE IN THE ASSOCIATION NOR BE REQUIRED TO PAY DUES BUT MAY BE ENTITLED TO OTHER PRIVILEGES AS DETERMINED BY THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7ATHE BOARD OF DIRECTORS SHALL CONSIST OF THE OFFICERS OF THE ASSOCIATION AND SIX (6) MEMBERS ELECTED FROM AND BY THE VOTING MEMBERS OF THE ASSOCIATION. THE CHAIR OF THE ACADEMY COUNCIL AND THE CHAIR OF THE CLINICAL LABORATORY SCIENTISTS COUNCIL SHALL SERVE ON THE BOARD OF DIRECTORS AS EX OFFICIO MEMBERS WITH VOTE. PROFESSIONAL MEMBERS HAVE THE RIGHT TO VOTE, MAKE NOMINATIONS, TO HOLD ELECTED OFFICE, AND TO CHAIR, SERVE AND VOTE ON COMMITTEES.
FORM 990, PART VI, SECTION A, LINE 7BAMENDMENTS TO THE BYLAWS, IN WHOLE OR IN PART, SHALL BE PROPOSED BY THE BOARD OF DIRECTORS OR BY AT LEAST TEN (10) PERCENT OF VOTING MEMBERS OF THE ASSOCIATION.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE FILING IS AVAILABLE, IT IS PROVIDED TO MANAGEMENT, FINANCE COMMITTEE, AND THE BOARD FOR THEIR REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12COFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY. DESIGNATED BOARD MEMBERS ARE ASSIGNED RESPONSIBILITY TO CONTINUOSLY MONITOR COMPLIANCE WITH THE CONFLICT-OF-INTEREST POLICY. WHEN A TOPIC FOR WHICH AN INDIVIDUAL HAS A POTENTIAL CONFLICT IS UNDER DISCUSSION, THE INDIVIDUAL IS EXPECTED TO DECLARE THE POTENTIAL CONFLICT, AND AT THE DISCRETION OF THE PRESIDING INDIVIDUAL, ABSTAIN FROM DISCUSSION AND/OR VOTING.
FORM 990, PART VI, SECTION B, LINE 15ATHE PERFORMANCE & COMPENSATION COMMITTEE (P&CC) IS CHARGED WITH DETERMINING COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER. THE P&CC BASED THE POSITION'S SALARY ON INPUT FROM THE SEARCH FIRM, USING MARKET DATA OF EXECUTIVE SEARCHES FOR SIMILAR ORGANIZATIONS AS WELL AS DATA OBTAINED FROM CEO UPDATE. THE P&CC DOCUMENTED ITS DECISION WITH A WRITTEN EMPLOYMENT CONTRACT. OTHER OFFICERS OR KEY EMPLOYEES: ADLM HAS A FORMAL SALARY ADMINISTRATION PROGRAM WITH SALARIES BASED ON GRADES AND INCREASES BASED ON FORMAL EVALUATIONS. THE SALARY RANGES FOR GRADES ARE EVALUATED BY AN OUTSIDE CONSULTANT PERIODICALLY WITH SELECTED BENCHMARK POSITIONS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS: BYLAWS ARE POSTED ON MYADLM.ORG UNDER ABOUT ADLM'S GOVERNANCE. CONFLICT OF INTEREST POLICY: THIS POLICY IS POSTED ON MYADLM.ORG UNDER ABOUT ADLM'S GOVERNANCE. FINANCIAL STATEMENTS: ADLM PROVIDES COPIES OF FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1ADLM BOARD OF CERTIFICATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1900 SEVENTH STREET NW SUITE 400AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd
FieldValueIRS element (for citing)
EIN831293702EIN
Primary ActivitiesCERTIFICATIONPrimaryActivitiesTxt
Legal Domicile StateDCLegalDomicileStateCd
Exempt Code Section501(C)(6)ExemptCodeSectionTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1ASSOCIATION FOR DIAGNOSTICS & LABORATORY MEDICINEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd