2020-10-30T09:35:13-05:00 2019-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2019-01-01 593063956 AMERICAN ASSOCIATION OF CLINICAL ENDOCRINOLOGISTS INC AMER 9043537878 245 RIVERSIDE AVE NO 200 JACKSONVILLE FL 32202 PAUL A MARKOWSKI CHIEF EXECUTIVE OFFICER 9043537878 2020-10-30 1 J CALVIN MARKS P01226973 9197196400 34.206.232.202 2020-10-30 09:35:08 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 75F1779BA68A735F9CB0B3115F257B873EEC838E 2019 2021-04-22 16:20:28Z PAUL A MARKOWSKI 245 RIVERSIDE AVE NO 200 JACKSONVILLE FL 32202 14807785 0 X WWW.AACE.COM X 1992 FL ENHANCING THE PRACTICE OF CLINICAL ENDOCRINOLOGY AND PROVIDING SUPPORT BY INVOLVEMENT IN THE DEVELOPMENT AND PRACTICE PARAMETERS AND GUIDELINES FOR ENDOCRINOLOGISTS 26 23 60 23 0 0 0 0 12482109 7235464 179760 324659 487162 252712 13149031 7812835 0 0 0 0 4185108 4022674 0 0 0 9620502 7014898 13805610 11037572 -656579 -3224737 12058555 8868070 4412622 3987091 7645933 4880979 THE AMERICAN ASSOCIATION OF CLINICAL ENDOCRINOLOGISTS IS A PROFESSIONAL COMMUNITY OF PHYSICIANS SPECIALIZING IN ENDOCRINOLOGY, DIABETES, AND METABOLISM COMMITTED TO ENHANCING THE ABILITY OF ITS MEMBERS TO PROVIDE THE HIGHEST QUALITY OF PATIENT CARE. 0 0 ANNUAL MEETING/EXHIBITORS - CONDUCTED TO PRESENT SCIENTIFIC AND EDUCATIONAL TOPICS TO MEMBERS AND TO CONDUCT BUSINESS IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS SATELLITE SYMPOSIA - THESE CME-ACCREDITED PROGRAMS ARE SUPPORTED BY EDUCATIONAL GRANTS AND ARE HELD EITHER BEFORE OR AFTER OFFICIAL SESSIONS AT THE ANNUAL MEETING. SCOPE - IS AN ACCREDITED EDUCATION PROGRAM CONSISTING OF A SERIES OF REGIONAL MEETINGS AND ONLINE EDUCATION, TARGETING PRIMARY CARE PHYSICIANS, NURSE PRACTITIONERS, PHYSICIAN ASSISTANTS, AND OTHER ALLIED HEALTH PROVIDERS DELIVERING CARE TO PATIENTS LIVING WITH ENDOCRINE DISEASE. 0 0 0 1 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 1 0 0 1 85 0 1 60 1 0 0 0 0 1 1 0 0 0 X 26 23 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X THOMAS CONWAY 9043537878 245 RIVERSIDE AVE NO 200 JACKSONVILLE FL 32202 PAUL A MARKOWSKI CHIEF EXECUTIVE OFFICER 37.50 X 367500 0 53833 THOMAS CONWAY CHIEF FINANCIAL OFFICER 37.50 X 248482 0 42772 KATE SULLIVAN HARE CHIEF PUBLIC AFFAIRS OFFICER 37.50 X 240769 0 34669 MICHELE LENTZ CHIEF STRATEGIC ALLIANCE OFFICER 37.50 X 221930 0 34263 PAMELA WOOD CHIEF STRATEGY AND ORG. DEVELOPMENT OFFICER 37.50 X 215723 0 12210 ELIZABETH LEPKOWSKI CHIEF LEARNING OFFICER 37.50 X 188400 0 9455 MICHAEL WILLIAMS GENERAL COUNSEL 37.50 X 132200 0 27612 ANTHONY GUCCIONE CONTROLLER 37.50 X 113780 0 30139 KERRI LEO DIRECTOR OF EDUCATION DEVELOPMENT 37.50 X 120192 0 16346 ROBIN SHELLY CHIEF MARKETING OFFICER 37.50 X 120180 0 9949 STEPHANIE ADAMS DIRECTOR OF CLINICAL PRACTICE GUIDELINES 37.50 X 114500 0 5452 SANDRA L WEBER MD PRESIDENT 5.00 1.50 X X 91183 0 0 DANIEL HURLEY MD IMMEDIATE PAST PRESIDENT 2.00 1.00 X X 18100 1500 0 HOWARD M LANDO MD PRESIDENT-ELECT 2.00 1.50 X X 16667 0 0 MARK A LUPO MD DIRECTOR 1.00 1.00 X 4000 5000 0 ELISE M BRETT MD DIRECTOR 1.00 1.00 X 1800 0 0 GREGORY RANDOLPH MD DIRECTOR 1.00 1.00 X 1500 0 0 SUSAN L SAMSON MD PHD DIRECTOR 1.00 1.00 X 0 1500 0 VIN TANGPRICHA MD PHD DIRECTOR 1.00 1.00 X 0 1500 0 W TIMOTHY GARVEY MD SECRETARY 2.00 1.50 X X 0 1500 0 FELICE A CALDARELLA MD VICE PRESIDENT 2.00 1.50 X X 0 0 0 PAULINE CAMACHO CHANCELLOR (TO APR '19) 2.00 1.50 X X 0 0 0 JONATHAN LEFFERT MD CHANCELLOR 2.00 1.50 X X 0 0 0 S SETHU REDDY MD TREASURER 2.00 1.50 X X 0 0 0 DAVID S H BELL MB DIRECTOR 1.00 1.00 X 0 0 0 SPANDANA BROWN MD FELLOW-IN-TRAINING (FROM JUL '19) 1.00 1.00 X 0 0 0 MICHAEL A BUSH MD DIRECTOR (TO APR '19) 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 (FROM APRIL '19) 1.00 1.00 X 0 0 0 VIVIAN A FONSECA MD DIRECTOR (TO JAN '19) 1.00 1.00 X 0 0 0 VED V GOSSAIN MD DIRECTOR (TO MAY '19) 1.00 1.00 X 0 0 0 CHRIS K GUERIN MD DIRECTOR 1.00 1.00 X 0 0 0 ELIZABETH H HOLT MD DIRECTOR 1.00 1.00 X 0 0 0 SCOTT D ISAACS MD DIRECTOR 1.00 1.00 X 0 0 0 ARMAND KRIKORIAN MD DIRECTOR (FROM APRIL '19) 1.00 1.00 X 0 0 0 JANET B MCGILL MD DIRECTOR (TO MAY '19) 1.00 1.00 X 0 0 0 RONG MEI ZHANG MD FELLOW IN TRAINING REP (TO APR '19) 1.00 1.00 X 0 0 0 RACHEL PESSAH-POLLACK MD DIRECTOR 1.00 1.00 X 0 0 0 CHEYRL R ROSENFELD DO DIRECTOR (FROM APRIL '19) 1.00 1.00 X 0 0 0 CHRISTINE L TWINING MD DIRECTOR 1.00 1.00 X 0 0 0 GUILLERMO E UMPIERREZ MD DIRECTOR 1.00 1.00 X 0 0 0 AARON I VINIK MD PHD DIRECTOR 1.00 1.00 X 0 0 0 WILLIAM D ZIGRANG MD DIRECTOR 1.00 1.00 X 0 0 0 2216906 11000 276700 14 0 1 0 FREEMAN AUDIO VISUAL INC 210 N UNION ST STE 210 ALEXANDRIA VA 22314 EVENT TECHNOLOGY SERVICES 1302959 PRECISION MEETINGS 301 N FAIRFAX ST STE 104 ALEXANDRIA VA 22314 EVENT MANAGEMENT COMPANY 696422 MARIOTT BUSINESS SERVICES 10400 FERNWOOD RD BETHESDA MD 20817 CONFERENCE SERVICES/ACCOMODATIONS 562123 ORGSOURCE 251 LASALLE ST VERNON HILLS IL 60061 NFP CONSULTING 373684 MEDSCAPE 395 HUDSON ST 3RD FLOOR NEW YORK NY 10014 MEDICAL INFORMATION PROVIDOR 288412 13 ANNUAL MEETING 900099 3112171 3112171 MEMBER DUES 900099 1256937 1256937 CME FEES 900099 972862 972862 SATELLITE SYMPOSIUM 900099 355419 355419 DISEASE INITIATIVES AND AWARENESS 900099 325000 325000 1213075 1213075 7235464 184760 184760 250995 250995 7134449 400 6994950 0 139499 400 139899 139899 1717 1717 1717 7812835 7235464 0 577371 X 1803256 1526566 56751 355863 280238 3593 35533 65082 36669 2796904 27653 328631 287499 374323 920016 1626455 64754 73908 MEDICAL WRITING 190759 HONORARIA 118800 DUES & SUBSCRIPTIONS 50187 EMPLOYEE RECRUITMENT 8797 5335 11037572 1165523 760094 1678216 839577 306234 75598 333890 93618 936466 737843 78898 198623 6963918 5300507 1000 1000 1530876 1599053 12058555 8868070 1945062 1653916 2130921 2307278 336639 25897 4412622 3987091 X 7645933 4880979 7645933 4880979 12058555 8868070 -3224737 459783 0 X 0 1 X 1 0 0 0 1 2147138 78605 127790 206395 82958 123437 72445 72445 0 864021 665398 198623 198623 DUE FROM AFFILIATES 1516209 DEPOSITS 82844 1599053 DEFERRED RENT 25897 25897 X PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT AACE, COLLEGE AND AACECORP HAVE NOT TAKEN ANY UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2019. X X 0 0 0 PAUL A MARKOWSKI CHIEF EXECUTIVE OFFICER 350000 0 17500 0 0 0 20633 0 33200 0 421333 0 0 0 THOMAS CONWAY CHIEF FINANCIAL OFFICER 232102 0 16380 0 0 0 32833 0 9939 0 291254 0 0 0 KATE SULLIVAN HARE CHIEF PUBLIC AFFAIRS OFFICER 240769 0 0 0 0 0 27361 0 7308 0 275438 0 0 0 MICHELE LENTZ CHIEF STRATEGIC ALLIANCE OFFICER 206700 0 15230 0 0 0 25386 0 8877 0 256193 0 0 0 PAMELA WOOD CHIEF STRATEGY AND ORG. DEVELOPMENT 200723 0 15000 0 0 0 3583 0 8627 0 227933 0 0 0 ELIZABETH LEPKOWSKI CHIEF LEARNING OFFICER 180000 0 8400 0 0 0 1919 0 7536 0 197855 0 0 0 MICHAEL WILLIAMS GENERAL COUNSEL 123600 0 8600 0 0 0 25320 0 2292 0 159812 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 PERSONS ELIGIBLE FOR MEMBERSHIP INCLUDE ANY PHYSICIAN WITH AN ACTIVE, UNENCUMBERED LICENSE TO PRACTICE MEDICINE WHO IS ENGAGED, AT LEAST 50% OF THEIR WORK TIME, IN THE TREATMENT OF PATIENTS WITH ENDOCRINE DISEASE OR INVOLVED IN RESEARCH OR EDUCATIONAL ACTIVITIES RELATING TO ENDOCRINE DISEASE; FELLOWS ENROLLED IN A POSTGRADUATE TRAINING PROGRAM FOR THE TREATMENT OR INVESTIGATION OF ENDOCRINE DISEASE; RESIDENTS IN INTERNAL MEDICINE OR PEDIATRICS; AND MEDICAL STUDENTS ENROLLED IN A MEDICAL SCHOOL ACCREDITED BY THE ASSOCIATION OF AMERICAN MEDICAL COLLEGES. FORM 990, PART VI, SECTION A, LINE 7A THE NOMINATING COMMITTEE SUBMITS A SLATE OF CANDIDATES FOR THE BOARD OF DIRECTORS FOR VOTE BY THE AACE MEMBERSHIP PRIOR TO THE AACE ANNUAL BUSINESS MEETING. FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS MAY BE AMENDED OR REPEALED OR NEW BYLAWS ADOPTED UPON APPROVAL OF AT LEAST TWO-THIRDS OF THE AACE VOTING MEMBERSHIP IN GOOD STANDING. 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 MAINTAINS A COMPREHENSIVE CONFLICT OF INTEREST POLICY, WHICH IS APPLICABLE TO ALL AACE 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 EMPLOYEES; EVALUATE STIPENDS, AND OTHER COMPENSATION, PAID TO AACE OFFICERS; REVIEW AACE 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 ANNUAL MEETING SERVICES 921,186. BOARD DESGINATED SERVICES 797,219. CME SERVICES 662,554. NON-CME SERVICES 77,696. ALL OTHER FEES FOR SERVICES 338,249. AMERICAN COLLEGE OF ENDOCRINOLOGY 245 RIVERSIDE AVE STE 200 JACKSONVILLE FL 32202 593215539 EDUCATION FL 501(C)(3) LINE 10 AACE 0 AACECORP INC 245 RIVERSIDE AVE STE 200 JACKSONVILLE FL 32202 593341037 PUBLISHING FL AACE C 225300 366302 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 AMERICAN COLLEGE OF ENDOCRINOLOGY Q 843376 FMV