2025-11-03T09:39:13-06:00 2025-03-31 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2024-04-01 390977801 ASSOCIATION FOR DIAGNOSTICS & LABORATORY MEDICINE ASSO 2028570717 900 SEVENTH STREET NW 400 WASHINGTON DC 20001 MARITEL DASCO CFO 2024207614 2025-10-29 1 0 ROBERT WILLIAMS P01345960 5712279500 2025-10-29 2024 2025-03-06 01:10:19Z AACC MARITEL DASCO 900 SEVENTH STREET NW 400 WASHINGTON DC 20001 30374330 0 X WWW.MYADLM.ORG X 1948 NY BETTER HEALTH FOR ALL THROUGH LABORATORY MEDICINE. 13 13 71 196 1061021 1552 1687559 1775265 20091012 20386608 773573 1276906 1289263 1393903 23841407 24832682 118107 118288 0 0 9414232 10287719 0 0 0 13930694 13632297 23463033 24038304 378374 794378 38603281 40440390 22030610 22810146 16572671 17630244 X ADLM (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. 0 0 7695435 8000 16959796 ANNUAL 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. 4380853 1250 916337 MARKETING 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. 2245151 34800 ADLM'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. 1095717 74238 1077028 MEMBERSHIP - 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. 1172920 108846 EDUCATION & CONFERENCES - BEYOND ADLM'S ANNUAL MEETING AND EXPOS, ADLM STRIVES TO IMPROVE HEALTHCARE THROUGH LABORATORY MEDICINE BY OFFERING EDUCATION AND CONFERENCE OPPORTUNITIES. 74932 ADLM'S MANAGEMENT SERVICES - ADLM PROVIDES BACK OFFICE SERVICES TO LIKE MINDED EXEMPT ORGANIZATIONS. 999368 207701 PUBLICATIONS - 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. 262114 UNIVERSAL SAMPLE BANK PROGRAM - SUPPORTS CLINICAL STUDIES. 3268005 74238 1730621 17589444 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 87 0 1 71 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 1 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 NY X MARITEL DASCO 2028570717 900 7TH STREET NW SUITE 400 WASHINGTON DC 20001 CHRISTINA LOCKWOOD DIRECTOR 2.00 X 4250 0 0 ANTHONY KILLEEN PRESIDENT 4.00 X X 0 0 0 CHRISTOPHER MCCUDDEN SECRETARY 2.00 X X 0 0 0 Y VICTORIA ZHANG TREASURER 2.00 X X 0 0 0 PAUL JANNETTO PRESIDENT-ELECT (BEGAN 8/24) 4.00 X X 0 0 0 OCTAVIA M PECK PALMER PAST PRESIDENT 4.00 X X 0 0 0 SHANNON HAYMOND PAST PRESIDENT (THRU 7/24) 4.00 X X 0 0 0 JOE EL-KHOURY DIRECTOR (THRU 7/24) 2.00 X 0 0 0 ALLISON CHAMBLISS DIRECTOR (THRU 7/24) 2.00 X 0 0 0 DANIEL T HOLMES DIRECTOR 2.00 X 0 0 0 STANLEY F LO DIRECTOR 2.00 X 0 0 0 M LAURA PARNAS DIRECTOR 2.00 X 0 0 0 KACY PETERSON DIRECTOR (THRU 7/24) 2.00 X 0 0 0 BONNY LEWIS VAN DIRECTOR (THRU 7/24) 2.00 X 0 0 0 MARK A CERVINSKI DIRECTOR (BEGAN 8/24) 2.00 X 0 0 0 JANE DICKERSON DIRECTOR (BEGAN 8/24) 2.00 X 0 0 0 QING MENG DIRECTOR (BEGAN 8/24) 2.00 X 0 0 0 REID ROSEHILL DIRECTOR (BEGAN 8/24) 2.00 X 0 0 0 MARK GOLDEN CEO 35.00 X 452326 0 56888 MARITEL DASCO CFO 35.00 X 246140 0 43697 STEPHEN POSTON CHIEF TECH. & EVENTS OFFICER 35.00 X 294090 0 39187 MARYANNE ELMA CHIEF SCIENCE & POLICY OFFICER 35.00 X 263315 0 53377 SAMANTHA ROSENBERG CHIEF PEOPLE & GOVERNANCE OFFICER 35.00 X 227507 0 51011 BETH HAMPTON CHIEF ENGMT & MEM OFF (THRU 5/2024) 35.00 X 176821 0 28516 VINCENT STINE SR. DIR. GOV./GLOBAL AFFAIRS 35.00 X 251855 0 53141 SURANGA SILVA SR. DIR. IT 35.00 X 223615 0 50232 MOLLY POLEN SR. DIR. COMMS/PR (THRU 3/2025) 35.00 X 218475 0 29366 TERESA FAVERO SR. DIR. CORP. REL. (THRU 3/2025) 35.00 X 210152 0 20768 JOHN MATTHEW BOYLE SR. DIR. PUBLICATIONS 35.00 X 201966 0 30110 2770512 0 456293 32 0 1 0 FREEMAN PO BOX 734596 DALLAS TX 75373 ANNUAL MEETING A/V, SIGNAGE, & DECORATIN 2194001 J SPARGO & ASSOCIATES 11208 WAPLES MILL ROAD FAIRFAX VA 22030 ANNUAL MEETING MANAGEMENT 1596540 MCCORMICK PLACE (METROPOLITAN PIER & EXP 301 E CERMAK ROAD CHICAGO IL 60616 ANNUAL MEETING FACILITY RENTAL AND EQUIP 1075862 SYNERGY CREATIVE INC 1039 W LAKE STREET CHICAGO IL 60607 ANNUAL MEETING MARKETING 575343 OVATIONS FOOD SERVICES DBA OVG HOSPITALI 150 ROUSE ST PHILADELPHIA PA 19112 ANNUAL MEETINGCATERINGFOROPENINGMIXER,EX 445762 23 1775265 1775265 CONFERENCES, MEETINGS & EDUCATION 900099 18110211 17964086 146125 MEMBERSHIP DUES 900099 1077027 1077027 MARKETING & COMMUNICATIONS 541800 916337 20494 895843 PUBLICATIONS 900099 208101 208101 MANAGEMENT SERVICES 561000 74932 74932 20386608 1162514 1162514 1127242 19053 1108189 5656040 5541648 114392 114392 114392 UNIVERSAL SAMPLE BANK 900099 262114 262114 4547 4547 266661 24832682 19606754 1061021 2389642 54188 54188 60200 60200 3900 3900 2006492 747763 1258729 6469719 4502106 1967613 560613 389918 170695 661081 442952 218129 589814 369947 219867 106753 106753 53926 53926 108000 108000 106079 106079 1275274 1146691 128583 660612 660612 542277 120123 422154 1515930 489148 1026782 1202937 929279 273658 1470524 1233179 237345 4015835 3853271 162564 252338 233945 18393 184770 171302 13468 COMMISSIONS 1491373 1466888 24485 PRODUCTION EXPENSES 483431 483431 DUES, TRAINING, AND OTH 162238 122601 39637 24038304 17589444 6448860 0 1836873 869293 2190624 5224281 916963 505624 1081714 1327410 2966715 2241501 892681 725214 24788419 25817302 6896007 5971266 38603281 40440390 1420961 1462923 11271712 13226945 9337937 8120278 22030610 22810146 X 11430040 12350054 5142631 5280190 16572671 17630244 38603281 40440390 794378 263195 0 X 0 1 X 1 0 X 2880404 3852222 1986194 1687559 1775265 12181644 5729628 10408561 16269412 19018443 19344640 70770684 8610032 14260783 18255606 20706002 21119905 82952328 0 24709 2851191 3141243 2026478 2536757 10580378 24709 2851191 3141243 2026478 2536757 10580378 72371950 1945697 2100563 1845483 1996962 2270703 10159408 1945697 2100563 1845483 1996962 2270703 10159408 6624 28694 19201 54519 271906 11580 109775 102800 266661 762722 10834259 16401620 20230065 22805764 23657269 93928977 0.77050 0.78500 0.10820 0.09600 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 271,906. 2021 AMOUNT: $ 11,580. 2022 AMOUNT: $ 109,775. 2023 AMOUNT: $ 102,800. 2024 AMOUNT: $ 266,661. 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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. 1 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES GLQI CHINA WORKSHOP - QUALITY CONTROL 20228 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES DIRECT EXPENSES RELATED TO PLANNING AND EXECUTION OF THE 2024 ADLM MIDDLE EAST CONFERENCE 291927 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES GLQI ETHIOPIA AND ZAMBIA WORKSHOP 39731 SOUTH AMERICA 0 0 PROGRAM SERVICES GLQI COLOMBIA WORKSHOP 11710 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES GLQI KAZAKHSTAN WORKSHOP 56565 EUROPE 0 0 GRANTS TO RECIPIENTS 1050 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS 1150 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS 1000 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS 700 0 0 0 0 0 0 423361 700 424061 0 0 0 0 0 0 PART I, LINE 2: ADLM 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 1 GRANTS/AWARDS 67 57200 N/A N/A STUDENT RESEARCH AWARDS 8 3000 N/A N/A PART I, LINE 2: ADLM 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. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 MARK GOLDEN CEO 439249 0 13077 0 0 0 34500 0 22388 0 509214 0 0 0 STEPHEN POSTON CHIEF TECH. & EVENTS OFFICER 286590 0 7500 0 0 0 29453 0 9734 0 333277 0 0 0 MARYANNE ELMA CHIEF SCIENCE & POLICY OFFICER 255815 0 7500 0 0 0 22496 0 30881 0 316692 0 0 0 VINCENT STINE SR. DIR. GOV./GLOBAL AFFAIRS 246855 0 5000 0 0 0 26066 0 27075 0 304996 0 0 0 MARITEL DASCO CFO 238640 0 7500 0 0 0 25690 0 18007 0 289837 0 0 0 SAMANTHA ROSENBERG CHIEF PEOPLE & GOVERNANCE OFFICER 222507 0 5000 0 0 0 23936 0 27075 0 278518 0 0 0 SURANGA SILVA SR. DIR. IT 218615 0 5000 0 0 0 23157 0 27075 0 273847 0 0 0 MOLLY POLEN SR. DIR. COMMS/PR (THRU 3/2025) 208102 0 10373 0 0 0 19632 0 9734 0 247841 0 0 0 JOHN MATTHEW BOYLE SR. DIR. PUBLICATIONS 196966 0 5000 0 0 0 20376 0 9734 0 232076 0 0 0 TERESA FAVERO SR. DIR. CORP. REL. (THRU 3/2025) 200026 0 10126 0 0 0 20768 0 0 0 230920 0 0 0 BETH HAMPTON CHIEF ENGMT & MEM OFF (THRU 5/2024) 169321 0 7500 0 0 0 17877 0 10639 0 205337 0 0 0 PART I, LINE 1A TRAVEL 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 3 THE PERFORMANCE & COMPENSATION COMMITTEE (P&CC) IS CHARGED WITH DETERMINING COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION A, LINE 1A THE 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 4 DURING 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 6 MEMBERSHIP 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 6 MEMBERSHIP 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 7A THE 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 7B AMENDMENTS 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 11B THE 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 12C OFFICERS, 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 15A THE 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 19 GOVERNING 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. ADLM BOARD OF CERTIFICATION 900 SEVENTH STREET NW SUITE 400 WASHINGTON DC 20001 831293702 CERTIFICATION DC 501(C)(6) ASSOCIATION FOR DIAGNOSTICS & LABORATORY MEDICINE 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0