2022-08-08T20:18:56-05:00 2021-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2021-01-01 593215539 AMERICAN COLLEGE OF ENDOCRINOLOGY INC AMER 9043537878 7643 GATE PKWY STE 104-328 JACKSONVILLE FL 32256 PAUL A MARKOWSKI CEO 9043537878 2022-08-08 1 PAUL MARKOWSKI 999009999 J CALVIN MARKS P01226973 9197196400 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z AMER ASSO OF CLINICAL ENDOCRINOLOGY PAUL A MARKOWSKI 7643 GATE PKWY STE 104-328 JACKSONVILLE FL 32256 9836762 0 X WWW.AACE.COM X 1992 FL OUR MISSION IS ELEVATING THE PRACTICE OF CLINICAL ENDOCRINOLOGY TO IMPROVE GLOBAL HEALTH. 23 20 0 27 0 0 1353266 4097969 374850 2554034 144086 270756 10291 586199 1882493 7508958 0 4000 0 0 910945 5196901 0 0 0 1238316 3592225 2149261 8793126 -266768 -1284168 6455686 6652790 4907018 5913986 1548668 738804 X OUR MISSION IS ELEVATING THE PRACTICE OF CLINICAL ENDOCRINOLOGY TO IMPROVE GLOBAL HEALTH. 1 0 1164289 1099975 ANNUAL MEETING - CONDUCTED TO PRESENT SCIENTIFIC AND EDUCATIONAL TOPICS TO MEMBERS AND ATTENDEES AND TO CONDUCT BUSINESS IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS 439085 201000 ENDOCRINE UNIVERSITY IS A SCIENTIFICALLY RIGOROUS, CLINICALLY ORIENTED EDUCATIONAL PROGRAM, DESIGNED TO PROVIDE A FORUM FOR ENDOCRINOLOGY FELLOWS-IN-TRAINING TO ENHANCE THEIR ENDOCRINE CURRICULUM, PARTICULARLY IN NEW TECHNOLOGY, WHICH HAS BECOME ESSENTIAL TO THE PRACTICE OF ENDOCRINOLOGY. PARTICIPANTS TAKE PART IN CLINICAL TRAINING AND LABORATORY SESSIONS, AS WELL AS THE OPPORTUNITY TO MEET EXPERTS IN CLINICAL ENDOCRINOLOGY. THE PROGRAM TAKES A CASE-BASED APPROACH TO THE DIAGNOSIS AND MANAGEMENT OF ENDOCRINE-RELATED DISORDERS AND IS SPECIFICALLY DESIGNED TO HELP PREPARE FELLOWS FOR ENTERING CLINICAL PRACTICE. 406336 0 SCOPE IS AN EDUCATIONAL INITIATIVE DESIGNED TO PROVIDE THE PRIMARY CARE TEAM WITH THE NECESSARY KNOWLEDGE AND SKILLS TO CARE FOR COMMON ENDOCRINE DISORDERS. THE ACTIVITY PREPARES PRIMARY CARE MEDICAL PROFESSIONALS FOR THE CO-MANAGEMENT OF DIABETES, OBESITY, THYROID DISORDERS, DYSLIPIDEMIA, AND OSTEOPOROSIS. 4260549 4000 1253059 PROGRAMS INCLUDE ACCME REACCREDITATION; ACCR; ASAP; ACTIVATING OBESITY DIAGNOSIS; BOARD; BONE RESOURCE CENTER; CGM; CARDIO-METABOLIC; CLINICAL CONVERSATIONS; COMMUNITY ENGAGEMENT; CONTRIBUTIONS; CORPORATE ADVISORY PARTNERSHIP; DEI INITIATIVE; DIABETES RESOURCE CENTER; DIGITAL ADS AND SPONSORSHIPS; ELT; ENDOCRINE EXCHANGE CONFERENCE; ENDOCRINE PRACTICE; EXECUTIVE COMMITTEE; FEATURED CONTENT; GENERAL NON CME; GUIDELINES AND CONSENSUS STATEMENTS; IDEA PHASE 2; IMPROVING ADULT IMMUNIZATION; INTERNATIONAL PROGRAMMING; LOWDOWN ON LOW BLOOD SUGAR; MY DIABETES EMERGENCY PLAN; NOMINATING COMMITTEE; OBESITY CONFERENCE; OBESITY CONSENSUS PANEL; OBESITY MANAGEMENT SURVEY; OBESITY RESOURCE CENTER; ONLINE EDUCATION; OPERATIONS; OTHER LIAISON; PGAN RESOURCE CENTER; PATIENT JOURNEY 1 THYROID; PRESCRIPTION HELP; SHARED DECISION MAKING SURVEYS; STRATEGIC PLANNING; THYROID AWARENESS; THYROID RESOURCE CENTER; UP TO THE CHALLENGE. 4260549 4000 1253059 6270259 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 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 0 0 1 0 1 0 1 26 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 23 20 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT FL GA HI IL KS KY LA ME MA MD MN MI MS NH NJ NM NC ND OH OK OR PA RI SC TN VA WA WV WI X THOMAS CONWAY 9043537878 7643 GATE PKWY STE 104-328 JACKSONVILLE FL 32256 PAUL A MARKOWSKI CHIEF EXECUTIVE OFFICER 33.75 3.75 X 0 404256 54173 THOMAS CONWAY CHIEF FINANCIAL OFFICER 33.75 3.75 X 0 262314 31833 PAMELA WOOD CHIEF STRTGY. AND ORG. DVLP. OFFICER 33.75 3.75 X 0 235961 36770 ELIZABETH LEPKOWSKI CHIEF LEARNING OFFICER 33.75 3.75 X 0 214935 21261 KAYCE HALSTEAD DIRECTOR OF FINANCE 33.75 3.75 X 0 126890 32646 KATIE MAASSEN DIRECTOR OF MARKETING & ENGAGEMENT 33.75 3.75 X 0 142777 14978 MICHELLE MCNEILLY DIRECTOR OF ONLINE LEARNING & TECH 33.75 3.75 X 0 130087 6598 SARA MORRIS DIRECTOR OF MEETINGS & EVENTS 33.75 3.75 X 0 129000 6613 STEPHANIE ADAMS DIR., CLINICAL PRACTICE GUIDELINES 33.75 3.75 X 0 121422 5729 FELICE A CALDARELLA MD PRESIDENT 5.00 1.50 X X 0 93267 0 HOWARD M LANDO MD IMMEDIATE PAST PRESIDENT 2.00 1.50 X X 0 42467 0 S SETHU REDDY MD PRESIDENT ELECT 2.00 1.50 X X 0 17536 0 ELIAS S SIRAJ MD DIRECTOR 1.00 1.00 X 3000 0 0 W TIMOTHY GARVEY MD VICE PRESIDENT 2.00 1.50 X X 0 0 0 SUSAN L SAMSON MD PHD TREASURER 2.00 1.50 X X 0 0 0 SCOTT D ISAACS MD SECRETARY 2.00 1.00 X X 0 0 0 DANIEL L HURLEY MD CHANCELLOR (TO MAY '21) 2.00 1.50 X X 0 0 0 SANDRA L WEBER MD CHANCELLOR 2.00 1.50 X X 0 0 0 DAVID S H BELL MB DIRECTOR (TO MAY '21) 1.00 1.00 X 0 0 0 JOUMANA T CHAIBAN MD DIRECTOR 1.00 1.00 X 0 0 0 RICARDO CORREA MD DIRECTOR (FROM MAY '21) 1.00 1.00 X 0 0 0 NAVTIKA R DESAI DO DIRECTOR (FROM MAY '21) 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 (FROM MAY '21) 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 MATTHEW J LEVINE MD DIRECTOR 1.00 1.00 X 0 0 0 JANET LEUNG MD DIRECTOR (FROM MAY '21) 1.00 1.00 X 0 0 0 RACHEL PESSAH-POLLACK MD DIRECTOR 1.00 1.00 X 0 0 0 GREGORY RANDOLPH MD DIRECTOR (TO MAY '21) 1.00 1.00 X 0 0 0 CHEYRL R ROSENFELD DO DIRECTOR 1.00 1.00 X 0 0 0 DACE L TRENCE MD DIRECTOR 1.00 1.00 X 0 0 0 CHRISTINE L TWINING MD DIRECTOR (TO MAY '21) 1.00 1.00 X 0 0 0 WILLIAM D ZIGRANG MD DIRECTOR (TO MAY '21) 1.00 1.00 X 0 0 0 MELISSA G YOUNG MD DIRECTOR (FROM JULY '21) 1.00 1.00 X 0 0 0 ELIZABETH M BAUER MD FELLOW-IN-TRAINING (TO MAY '21) 1.00 1.00 X 0 0 0 SAIF BORGAN MD FELLOW IN TRAINING (FROM JUN '21) 1.00 1.00 X 0 0 0 3000 1920912 210601 0 0 1 0 THE FRANCE FOUNDATION 84 LYME ST OLD LYME CT 06371 HEALTHCARE CONTINUING EDUCATION 652881 CADMIUMCD LLC 19 NEWPORT DR 101 FOREST HILL MD 21050 EVENT TECHNOLOGY 253871 DQ&A MARKET RESEARCH INC 804 HAIGHT ST SAN FRANCISCO CA 94177 RESEARCH PROVIDER 160000 SPARGO 11208 WAPLES MILL RD STE 112 FAIRFAX VA 22030 EVENT MANAGEMENT 156496 GOOGLE 1600 AMPHITHEATRE PKWY MOUNTAIN VIEW CA 94043 ADVERTISING 121994 6 4097969 4097969 CAP DUES 900099 885000 885000 REGISTRATION FEES 900099 841564 841564 EXHIBITS 900099 651695 651695 MEMBER DUES 900099 175775 175775 2554034 76904 76904 577643 577643 2521656 2327804 193852 193852 193852 8556 8556 8556 7508958 2554034 0 856955 X 4000 4000 1192356 786813 405543 3254484 2006534 1247950 104859 69195 35664 361318 238426 122892 283884 187330 96554 79933 67193 12740 48903 41108 7795 18288 18288 1775236 1668592 106644 341783 337157 4626 214047 129669 84378 468265 304339 163926 226364 150122 76242 69745 16283 53462 42514 4971 37543 50578 37656 12922 27208 18044 9164 PR COMMUNICATION 141707 139789 1918 PROFESSIONAL DVLPMNT 17386 11421 5965 HONORARIA/AWARDS 12188 11816 372 MEDICAL WRITING 10300 8658 1642 47780 31143 16637 8793126 6270259 2522867 0 265624 461669 241221 91133 10000 135000 104462 94397 6949 6949 0 0 2551938 2878120 3282441 2992471 6455686 6652790 153711 285662 28750 1243887 4724557 4384437 4907018 5913986 X 289323 -547386 1259345 1286190 1548668 738804 6455686 6652790 X -1284168 -76072 550376 X 0 1 X 1 0 X 1356130 1563295 2076634 1353266 4097969 10447294 282944 302800 430275 374850 2554034 3944903 1639074 1866095 2506909 1728116 6652003 14392197 27427 4291 1950 150 400 34218 0 27427 4291 1950 150 400 34218 14357979 17302 34060 44256 50247 654547 800412 17302 34060 44256 50247 654547 800412 26148 757 13152 10291 8556 58904 1682524 1900912 2564317 1788654 7315106 15251513 0.94140 0.97200 0.05250 0.01710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6949 6949 0 0 ANNUITY PLAN ASSETS 2992471 2992471 ANNUITY PLAN LIABILITIES 3683679 DUE TO AFFILIATE 700758 4384437 X PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT AACEC6, AACEC3 AND AACECORP HAVE NOT TAKEN ANY UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2021. 0 0 0 0 0 0 0 0 0 PAUL A MARKOWSKI CHIEF EXECUTIVE OFFICER 0 375756 0 28500 0 0 0 34397 0 19776 0 458429 0 0 THOMAS CONWAY CHIEF FINANCIAL OFFICER 0 249814 0 12500 0 0 0 10493 0 21340 0 294147 0 0 PAMELA WOOD CHIEF STRTGY. AND ORG. DVLP. OFFICER 0 224711 0 11250 0 0 0 9438 0 27332 0 272731 0 0 ELIZABETH LEPKOWSKI CHIEF LEARNING OFFICER 0 204685 0 10250 0 0 0 8165 0 13096 0 236196 0 0 KAYCE HALSTEAD DIRECTOR OF FINANCE 0 122954 0 3936 0 0 0 5076 0 27570 0 159536 0 0 KATIE MAASSEN DIRECTOR OF MARKETING & ENGAGEMENT 0 138348 0 4429 0 0 0 5711 0 9267 0 157755 0 0 SCHEDULE J, PART II: DURING THE YEAR, AACE C3 HAS BEGUN TO CONDUCT 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 III, LINE 2 DURING THE YEAR, AACE C3 HAS BEGUN TO CONDUCT MANY OF THE PROGRAM ACTIVITIES PREVIOUSLY PERFORMED BY AACE C6. AACE AS A WHOLE HAS CONTINUED TO OPERATE THEIR NORMAL PROGRAM SERVICES. MUCH OF THE ASSOCIATED REVENUES AND EXPENSES OF THE PROGRAMS PREVIOUSLY REPORTED ON AACE C6'S FORM 990 ARE NOW REPORTED ON AACE C3'S FORM 990. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF AACE C3 SHALL BE THE AMERICAN ASSOCIATION OF CLINICAL ENDOCRINOLOGISTS (AACE C6), A FLORIDA, NOT FOR PROFIT, 501(C)(6) CORPORATION, FOCUSED ON ENHANCING THE PRACTICE OF ENDOCRINOLOGY. FORM 990, PART VI, SECTION A, LINE 7A AACE C3'S BOARD OF TRUSTEES SHALL BE THE SAME AS THE BOARD OF DIRECTORS OF AACE C6. THE OFFICERS OF AACE C6 HOLD EQUIVALENT POSITIONS AT AACE C3. 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 TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C AACE C3 MAINTAINS A COMPREHENSIVE CONFLICT OF INTEREST POLICY, WHICH IS APPLICABLE TO ALL AACE C3 SENIOR STAFF AND VOLUNTEER LEADERSHIP, INCLUDING BOARD MEMBERS, COUNCILS, COMMITTEES AND TASK FORCES, AS WELL AS THE JOURNAL EDITOR-IN-CHIEF AND JOURNAL CO-OR ASSISTANT EDITORS-IN-CHIEF. ALL COVERED INDIVIDUALS ARE COLLECTIVELY REFERRED TO AS "MEMBERS." 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 OFFICERS; REVIEW AACE C3 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 OUTSOURCED SERVICES: PROGRAM SERVICE EXPENSES 1,565,744. MANAGEMENT AND GENERAL EXPENSES 70,322. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,636,066. CONSULTING FEES: PROGRAM SERVICE EXPENSES 51,232. MANAGEMENT AND GENERAL EXPENSES 9,714. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,946. OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 51,616. MANAGEMENT AND GENERAL EXPENSES 26,608. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 78,224. FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS FROM AACE C6 628,795. ACTUARIAL LOSS -78,419. AMERICAN ASSOCIATION OF CLINICAL ENDOCRINOLOGISTS 7643 GATE PKWY STE 104-328 JACKSONVILLE FL 32256 593063956 PROFESSIONAL ASSOCIATION FL 501(C)(6) N/A 0 AACECORP INC 7643 GATE PKWY STE 104-328 JACKSONVILLE FL 32256 593341037 PUBLISHING FL N/A C 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 AACE C6 P 5541520 FMV AACE C6 C 628795 FMV