2023-08-31T10:58:28-05:00 2022-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2022-01-01 593063956 AMERICAN ASSOCIATION OF CLINICAL ENDOCRINOLOGISTS INC AMER 9043537878 7643 GATE PKWY STE 104-328 JACKSONVILLE FL 32256 SCOTT ISSACS TREASURER 9043537878 2023-08-28 1 SCOTT ISSACS 999009999 0 J CALVIN MARKS P01226973 9197196400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DR S SETHU REDDY 7643 GATE PKWY STE 104-328 JACKSONVILLE FL 32256 7271149 0 X WWW.AACE.COM X 1992 FL OUR MISSION IS ELEVATING THE PRACTICE OF CLINICAL ENDOCRINOLOGY TO IMPROVE GLOBAL HEALTH. 19 17 48 20 0 0 776600 744958 803491 783966 502513 212519 0 5 2082604 1741448 0 0 0 0 540961 507169 0 0 0 328882 348282 869843 855451 1212761 885997 8952241 10309267 259811 1596561 8692430 8712706 OUR MISSION IS ELEVATING THE PRACTICE OF CLINICAL ENDOCRINOLOGY TO IMPROVE GLOBAL HEALTH. 0 0 COMMUNITY ENGAGEMENT - AACE IS THE WORLD'S LARGEST ORGANIZATION REPRESENTING CLINICAL ENDOCRINOLOGY, WORKING TO ELEVATE THE PRACTICE OF CLINICAL ENDOCRINOLOGY AND IMPROVE GLOBAL HEALTH. MEMBERSHIP PROVIDES ACCESS TO AACE'S PROFESSIONAL JOURNAL, COMMUNICATIONS, COMMITTEES AND DISEASE STATE NETWORKS. 0 1 0 1 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 11 0 1 48 1 0 0 0 0 1 1 0 0 0 X 19 17 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THOMAS CONWAY 9043537878 7643 GATE PKWY STE 104-328 JACKSONVILLE FL 32256 PAUL A MARKOWSKI CHIEF EXECUTIVE OFFICER 3.75 33.75 X 426130 0 55465 THOMAS CONWAY CHIEF FINANCIAL OFFICER 3.75 33.75 X 246956 0 32749 COLLEEN NOLAN CHIEF STRAT ALL & GLOB BUSI (TO OCT '22) 3.75 33.75 X 231953 0 32496 PAMELA WOOD CHIEF STRATEGY & ORG DEV OFFICER 3.75 33.75 X 233455 0 28373 ELIZABETH LEPKOWSKI CHIEF LEARNING OFFICER 3.75 33.75 X 217860 0 38119 KAYCE HALSTEAD DIRECTOR OF FINANCE 3.75 33.75 X 119948 0 34472 KATIE MAASSEN DIRECTOR OF MARKETING & ENGAGEMENT 3.75 33.75 X 138419 0 15828 CARLA STEC DIRECTOR OF CLINICAL PRAC GUIDELINES DEV 3.75 33.75 X 126907 0 23160 DIANE ALBERSON DIRECTOR OF EDU DEVELOPMENT 3.75 33.75 X 133308 0 6926 MICHELLE MCNEILLY DIRECTOR OF LIVE & ONLINE LEARNING 3.75 33.75 X 129239 0 6641 S SETHU REDDY MD PRESIDENT 1.50 5.00 X X 91666 0 0 FELICE A CALDARELLA MD PRESIDENT (TO MAY '22) 1.50 5.00 X X 42467 0 0 SUSAN L SAMSON MD PHD PRESIDENT-ELECT 1.50 2.00 X X 12500 0 0 ELIAS S SIRAJ MD DIRECTOR 1.00 1.00 X 0 3000 0 W TIMOTHY GARVEY MD VICE PRESIDENT (TO MAY '22) 1.50 2.00 X X 2083 0 0 HOWARD M LANDO MD IMMEDIATE PAST PRESIDENT (TO MAY '22) 1.50 2.00 X X 0 0 0 SANDRA L WEBER MD CHANCELLOR (TO MAY '22) 1.50 2.00 X X 0 0 0 SCOTT D ISAACS MD TREASURER 1.00 2.00 X X 0 0 0 DACE L TRENCE MD SECRETARY 1.00 2.00 X X 0 0 0 JOUMANA T CHAIBAN MD DIRECTOR 1.00 1.00 X 0 0 0 RICARDO CORREA MD DIRECTOR 1.00 1.00 X 0 0 0 NAVTIKA R DESAI DO DIRECTOR 1.00 1.00 X 0 0 0 GARY W EDELSON MD DIRECTOR 1.00 1.00 X 0 0 0 LESLIE S ELDEIRY MD DIRECTOR 1.00 1.00 X 0 0 0 GEETHA GOPALAKRISHNAN MD DIRECTOR 1.00 1.00 X 0 0 0 KENNETH E IZUORA MD DIRECTOR 1.00 1.00 X 0 0 0 ARMAND KRIKORIAN MD DIRECTOR 1.00 1.00 X 0 0 0 JANET LEUNG MD DIRECTOR 1.00 1.00 X 0 0 0 MATTHEW J LEVINE MD DIRECTOR 1.00 1.00 X 0 0 0 RACHEL PESSAH-POLLACK MD DIRECTOR (TO MAY '22) 1.00 1.00 X 0 0 0 CHEYRL R ROSENFELD DO DIRECTOR 1.00 1.00 X 0 0 0 ARCHANA R SADHU MD DIRECTOR (FROM JUN '22) 1.00 1.00 X 0 0 0 MELISSA G YOUNG MD DIRECTOR 1.00 1.00 X 0 0 0 SAIF BORGAN MD FELLOW IN TRAINING (TO MAY '22) 1.00 1.00 X 0 0 0 MICHELLE D LUNDHOLM MD FELLOW IN TRAINING (FROM JUN '22) 1.00 1.00 X 0 0 0 2152891 3000 274229 15 0 1 0 HILTON - SAN DIEGO BAYFRONT 1 PARK BLVD SAN DIEGO CA 92101 EVENT SERVICES 110459 NIMBLEUSER 1100 PITTSFORD-VICTOR RD PITTSFORD NY 14534 SOFTWARE SERVICES 100703 2 744958 744958 MEMBER DUES 900099 783966 783966 783966 219576 219576 5 5 5522644 5529701 -7057 -7057 -7057 1741448 783966 0 212524 X 132464 306466 8813 35295 24131 7699 5330 20743 117413 30654 17907 83018 40420 8133 2946 4523 3135 6361 855451 105128 150324 748720 37502 75150 76695 354410 320085 94299 34325 5343639 5359636 1000 1000 2584305 4649785 8952241 10309267 259811 338561 0 1258000 259811 1596561 X 8692430 8712706 8692430 8712706 8952241 10309267 885997 -865721 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 783967 123437 123437 123437 354410 320085 34325 34325 DUE FROM AFFILIATES 3991146 EMPLOYEE RETENTION CREDIT RECEIVABLE 572913 DEPOSITS 85726 4649785 X PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT AACEC6, AACEC3 AND AACECORP HAVE NOT TAKEN ANY UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022 AND 2021. X X 0 0 0 PAUL A MARKOWSKI CHIEF EXECUTIVE OFFICER 390403 0 35727 0 0 0 34646 0 20819 0 481595 0 0 0 THOMAS CONWAY CHIEF FINANCIAL OFFICER 246956 0 0 0 0 0 10247 0 22502 0 279705 0 0 0 COLLEEN NOLAN CHIEF STRAT ALL & GLOB BUSI (TO OCT 231953 0 0 0 0 0 7778 0 24718 0 264449 0 0 0 PAMELA WOOD CHIEF STRATEGY & ORG DEV OFFICER 233455 0 0 0 0 0 9549 0 18824 0 261828 0 0 0 ELIZABETH LEPKOWSKI CHIEF LEARNING OFFICER 217860 0 0 0 0 0 8321 0 29798 0 255979 0 0 0 KAYCE HALSTEAD DIRECTOR OF FINANCE 119948 0 0 0 0 0 5391 0 29081 0 154420 0 0 0 KATIE MAASSEN DIRECTOR OF MARKETING & ENGAGEMENT 138419 0 0 0 0 0 5673 0 10155 0 154247 0 0 0 CARLA STEC DIRECTOR OF CLINICAL PRAC GUIDELINES 126907 0 0 0 0 0 5379 0 17781 0 150067 0 0 0 SCHEDULE J, PART II: AACE C3 CONDUCTS MANY OF THE PROGRAM ACTIVITIES PREVIOUSLY PERFORMED BY AACE C6. THE PAYROLL FUNCTION CONTINUES TO BE PERFORMED BY AACE C6, AND IS REPORTED ON THIS SCHEDULE. MUCH OF THE COMPENSATION REPORTED HERE IS ALLOCATED TO AACE C3 AND IS REPORTED ON AACE C3'S FORM 990 PART VIII, STATEMENT OF FUNCTIONAL EXPENSES. THE COMPENSATION EXPENSE REPORTED ON AACE C6'S FORM 990 PART VIII, STATEMENT OF FUNCTIONAL EXPENSES IS REDUCED BY A CORRESPONDING AMOUNT FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED TO REFLECT THE FOLLOWING: EXCEPT FOR THE FELLOW-IN-TRAINING (FIT), CANDIDATES FOR POSITIONS ON THE BOD MUST BE AT THE HIGHEST MEMBERSHIP TIER AS DETERMINED BY THE BOD FOR 1 YEAR PRIOR TO TAKING OFFICE AND MUST REMAIN IN GOOD STANDING AND AT THE HIGHEST MEMBERSHIP TIER DURING THEIR TERM ON THE BOARD. ANY DIRECTOR WHO DOES NOT MAINTAIN THE HIGHEST MEMBERSHIP TIER AND REMAIN IN GOOD STANDING DURING THEIR TERM AS A DIRECTOR SHALL BE AUTOMATICALLY REMOVED AS A BOD. FORM 990, PART VI, SECTION A, LINE 6 PERSONS ELIGIBLE FOR APPLICATION FOR MEMBERSHIP INCLUDE ANY PERSON INTERESTED IN ADVANCING THE AACE MISSION OF "ELEVATING THE PRACTICE OF CLINICAL ENDOCRINOLOGY TO IMPROVE GLOBAL HEALTH." SUCH PERSONS WILL BE REQUIRED TO SUBMIT A MEMBERSHIP APPLICATION. APPLICATIONS WILL BE REVIEWED IN ACCORDANCE WITH THE POLICIES SET FORTH BY THE BOARD OF DIRECTORS. MEMBERSHIP WILL BECOME EFFECTIVE WHEN THE APPLICANT IS IN WRITTEN RECEIPT OF CONFIRMATION OF MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE NOMINATING COMMITTEE IS RESPONSIBLE FOR SUBMITTING TO THE BOARD OF DIRECTORS A SINGLE SLATE OF CANDIDATES FOR OFFICER POSITIONS AND BOARD FOR APPROVAL PRIOR TO THE END OF THE ASSOCIATION YEAR, BUT MAY TAKE MEMBERSHIP INPUT INTO CONSIDERATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW, WHICH HAS BEEN CHARGED WITH THIS RESPONSIBILITY BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C AACE C6 MAINTAINS A COMPREHENSIVE CONFLICT OF INTEREST POLICY, WHICH IS APPLICABLE TO TO ANY AND ALL INDIVIDUALS INVOLVED WITH AACE, INCLUDING BUT NOT LIMITED TO ALL PERSONS WHO PARTICIPATE ON AACE'S BOARDS, LEADERSHIP, COMMITTEES, TASK FORCES, AND STAFF, OR IN ANY VOLUNTEER ACTIVITY, WHETHER OR NOT THE ACTIVITY INCLUDES A STIPEND, IN AN OFFICIAL CAPACITY FOR AACE. ALL COVERED INDIVIDUALS ARE COLLECTIVELY REFERRED TO AS "VOLUNTEERS." A CONFLICT OF INTEREST FORM IS SIGNED ANNUALLY BY EACH MEMBER. MEMBERS WHO HAVE A CONFLICT OF INTEREST ARE REQUIRED TO REPORT IT ON A SPECIFIED FORM WHEN THE CONFLICT HAS ARISEN, IN ADDITION TO THE ANNUAL DISCLOSURE REQUIREMENT. THE CONFLICT OF INTEREST FORMS ARE REVIEWED BY VOLUNTEERS AND COMPARED WITH PUBLICLY AVAILABLE INFORMATION TO DETERMINE ACCURACY. THE PROFESSIONAL STANDARDS COMMITTEE (PSC) WILL WORK WITH STAFF TO ENSURE THAT CONFLICTS ARE MANAGED APPROPRIATELY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE ANNUALLY EVALUATES AND MAKES RECOMMENDATIONS TO THE BOARD OF DIRECTORS REGARDING THE TOTAL COMPENSATION, INCLUDING INCENTIVES AND BENEFITS, PAID TO THE CEO; REVIEW THE AGGREGATE COMPENSATION, INCLUDING INCENTIVES AND BENEFITS, PAID TO ALL AACE C6 EMPLOYEES; EVALUATE STIPENDS, AND OTHER COMPENSATION, PAID TO AACE C6 OFFICERS; REVIEW AACE C6 HONORARIUM POLICY AND MAKE RECOMMENDATIONS REGARDING CHANGES TO EXISTING POLICIES AND COMPENSATION LEVELS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING SERVICES 114,676. CME & OTHER FEES FOR SERVICES 2,737. FORM 990, SCHEDULE B, PART I, LINE 1: EMPLOYEE RETENTION CREDIT INCOME IN THE AMOUNT OF $744,958 IS BEING REPORTED AS GOVERNMENT GRANTS ON FORM 990, PART VIII, LINE 1E, AND IS REFLECTED ON SCHEDULE B, PART I, LINE 1, WITH THE NAME, ADDRESS, AND ZIP + 4 NOT LISTED, IN ACCORDANCE WITH THE INSTRUCTIONS FOR FORM 990. AMERICAN COLLEGE OF ENDOCRINOLOGY 7643 GATE PKWY STE 104-328 JACKSONVILLE FL 32256 593215539 EDUCATION FL 501(C)(3) LINE 10 AACE 0 AACECORP INC 7643 GATE PKWY STE 104-328 JACKSONVILLE FL 32256 593341037 DIGITAL SALES FL AACE C 174645 20585 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 AACE C3 O 5655780 FMV AACE C3 Q 5142381 FMV AACECORP Q 182218 FMV AACE C3 N 57693 FMV