2019-11-12T10:15:36-06:00 2018-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2018-01-01 593063956 AMERICAN ASSOCIATION OF CLINICAL ENDOCRINOLOGISTS INC AMER 9043537878 245 RIVERSIDE AVE NO 200 JACKSONVILLE FL 32202 PAUL A MARKOWSKI CHIEF EXECUTIVE OFFICER 9043537878 2019-11-12 1 J CALVIN MARKS P01226973 9197196400 34.206.232.202 2019-11-12 10:15:33 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 9C238F1B6484ABD2E08FB3ED1A4A2692AD2A909B 2018 2020-03-31 21:24:44Z PAUL A MARKOWSKI 245 RIVERSIDE AVE NO 200 JACKSONVILLE FL 32202 13912594 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 28 22 58 12 0 0 0 0 10225430 12482109 498363 179760 1848247 487162 12572040 13149031 0 0 0 0 3843746 4185108 0 0 0 7750351 9620502 11594097 13805610 977943 -656579 14165744 12058555 5106769 4412622 9058975 7645933 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. 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 1 168 0 1 58 1 0 0 0 0 1 1 0 0 0 X 28 22 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 DANIEL HURLEY MD PRESIDENT 5.00 1.50 X X 53633 2500 0 HOWARD M LANDO MD VICE PRESIDENT 2.00 1.50 X X 3000 0 0 SANDRA L WEBER MD PRESIDENT-ELECT 2.00 1.50 X X 16667 0 0 JONATHAN LEFFERT MD IMMEDIATE PAST PRESIDENT 2.00 1.00 X X 25800 0 0 S SETHU REDDY MD SECRETARY 2.00 1.50 X X 12500 0 0 FELICE A CALDARELLA MD TREASURER 2.00 1.50 X X 1500 0 0 PAULINE CAMACHO CHANCELLOR 2.00 1.50 X X 3500 0 0 DAVID S H BELL MD DIRECTOR 1.00 1.00 X 0 0 0 ELISE M BRETT MD DIRECTOR 1.00 1.00 X 3900 0 0 MICHAEL A BUSH MD DIRECTOR 1.00 1.00 X 0 0 0 GARY EDELSON MD DIRECTOR 1.00 1.00 X 1500 0 0 VIVIAN A FONSECA MD DIRECTOR 1.00 1.00 X 2000 0 0 W TIMOTHY GARVEY MD DIRECTOR 1.00 1.00 X 2000 2000 0 VED V GOSSAIN MD DIRECTOR 1.00 1.00 X 0 0 0 GEORGE GRUNBERGER MD DIRECTOR (TO MAY '18) 1.00 1.00 X 43000 2000 0 CHRIS K GUERIN MD DIRECTOR 1.00 1.00 X 21000 1500 0 RICHARD A HAAS MD DIRECTOR (TO MAY '18) 1.00 X 0 0 0 R MACK HARRELL MD DIRECTOR (TO MAY '18) 1.00 1.50 X 3500 2000 0 ELIZABETH HOLT MD DIRECTOR 1.00 1.00 X 0 0 0 SCOTT ISAACS MD DIRECTOR 1.00 1.00 X 13500 0 0 W REID LITCHFIELD MD DIRECTOR (TO MAY '18) 1.00 X 0 0 0 MARK A LUPO MD DIRECTOR 1.00 1.00 X 9000 2000 0 JANET B MCGILL MD DIRECTOR 1.00 1.00 X 0 0 0 JEFFREY I MECHANICK MD DIRECTOR (TO MAY '18) 1.00 1.00 X 3500 10500 0 RACHEL PESSAH-POLLACK MD DIRECTOR 1.00 1.00 X 0 0 0 GREGORY RANDOLPH MD DIRECTOR 1.00 1.00 X 4000 0 0 SUSAN L SAMSON MD DIRECTOR 1.00 1.00 X 7500 0 0 JAD SFEIR MD DIRECTOR (TO MAY '18) 1.00 X 0 0 0 VIN TANGPRICHA MD PHD DIRECTOR 1.00 1.00 X 0 1500 0 CHRISTINE L TWINING MD DIRECTOR 1.00 1.00 X 0 0 0 GUILLERMO UMPIERREZ MD DIRECTOR 1.00 1.00 X 3500 4000 0 AARON I VINIK MD DIRECTOR 1.00 1.00 X 1500 0 0 RONG MEI ZHANG MD FELLOW IN TRAINING REP (FROM JULY '18) 1.00 1.00 X 0 0 0 WILLIAM D ZIGRANG MD DIRECTOR 1.00 1.00 X 0 0 0 PAUL A MARKOWSKI CHIEF EXECUTIVE OFFICER 37.50 X 370308 0 46967 THOMAS CONWAY CHIEF FINANCIAL OFFICER 37.50 X 262000 0 33935 PAMELA WOOD CHIEF STRATEGY AND ORGANIZATIONAL DEVELOPMENT OFFI 37.50 X 205310 0 9353 MICHELE LENTZ CHIEF STRATEGIC ALLIANCE OFFICER 37.50 X 202000 0 26970 SHARYN LEE CHIEF LEARNING OFFICER (TO JUNE '18) 37.50 X 190200 0 7680 ROBIN SHELLY CHIEF MARKETING OFFICER 37.50 X 190500 0 22997 WILLIAM A HORN DIRECTOR OF IT (TO NOV '18) 37.50 X 109009 0 23095 ANTHONY GUCCIONE CONTROLLER 37.50 X 105200 0 24467 MICHAEL WILLIAMS GENERAL COUNSEL 37.50 X 105001 0 21273 GLENN SEBOLD DIRECTOR OF PUBLIC MEDIA RELATIONS 37.50 X 104701 0 26127 SARA MILO DIRECTOR OF LEGISLATION/GOV AFFAIRS 37.50 X 101001 0 12356 2181230 28000 255220 11 0 1 0 FREEMAN AUDIO VISUAL INC 210 N UNION ST 210 ALEXANDRIA VA 22314 EVENT TECHNOLOGY SERVICES 546620 PRECISION MEETINGS 301 N FAIRFAX ST 104 ALEXANDRIA VA 22314 EVENT MANAGEMENT COMPANY 448156 MARIOTT BUSINESS SERVICES 10400 FERNWOOD RD BETHESDA MD 20817 CONFERENCE SERVICES/ACCOMODATIONS 443250 ORGSOURCE 251 LASALLE STREET VERNON HILLS IL 60061 NFP CONSULTING 296810 LEVY RESTAURANTS 980 NORTH MICHIGAN AVE CHICAGO IL 606114501 CATERING 228600 20 ANNUAL MEETING 900099 3670725 3670725 INDUSTRY TRAINING PROGRAMS 900099 2570096 2570096 SATELLITE SYMPOSIA 900099 2265455 2265455 MEMBER DUES 900099 1304687 1304687 BUSINESS DEVELOPMENT 900099 632954 632954 2038192 2038192 12482109 210303 210303 325956 325956 732420 600 763563 0 -31143 600 -30543 -30543 ADMIN FEES - AFFILIATES 900099 161206 161206 161206 13149031 12643315 0 505716 X 1804220 1643726 55213 410664 271285 10104 68459 102000 54714 4558960 16425 340018 196972 530545 938579 2313200 50668 82013 DUES & SUBSCRIPTIONS 118976 EMPLOYEE RECUIRTMENT 3664 TAXES, LICENSES, & FEES 184 235021 13805610 563366 1165523 2291845 1678216 1371819 306234 335492 333890 751988 673090 102861 78898 7991693 6963918 252378 1000 1256290 1530876 14165744 12058555 754111 1945062 4334410 2130921 18248 336639 5106769 4412622 X 9058975 7645933 9058975 7645933 14165744 12058555 X -656579 -763530 7067 X 0 1 X 1 0 0 0 1 1932687 150856 57825 208681 80891 127790 72445 72445 0 679543 600645 78898 78898 DUE FROM AFFILIATES 1530876 1530876 DUE TO AFFILIATES 310742 DEFERRED RENT 25897 336639 X 12330187 -763530 -763530 13093717 54714 600 55314 13149031 13743229 0 13743229 54714 7667 62381 13805610 PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT ACE, COLLEGE AND AACECORP HAVE NOT TAKEN ANY UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2018. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS 600. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBTS EXPENSE 7,067. LOSS ON DISPOSAL OF FIXED ASSETS 600. X X 0 0 X X 1 0 0 PAUL A MARKOWSKI CHIEF EXECUTIVE OFFICER 341058 0 29250 0 0 0 30104 0 16863 0 417275 0 0 0 THOMAS CONWAY CHIEF FINANCIAL OFFICER 225000 0 27000 0 10000 0 8441 0 25494 0 295935 0 0 0 PAMELA WOOD CHIEF STRATEGY AND ORGANIZATIONAL DE 195001 0 2000 0 8309 0 7312 0 2041 0 214663 0 0 0 MICHELE LENTZ CHIEF STRATEGIC ALLIANCE OFFICER 200000 0 2000 0 0 0 7157 0 19813 0 228970 0 0 0 SHARYN LEE CHIEF LEARNING OFFICER (TO JUNE '18) 95000 0 200 0 95000 0 2931 0 4749 0 197880 0 0 0 ROBIN SHELLY CHIEF MARKETING OFFICER 190000 0 500 0 0 0 6743 0 16254 0 213497 0 0 0 PART I, LINE 1A AACE POLICIES PERMIT THE SPOUSE OF THE AACE PRESIDENT TO ATTEND PERIODIC MEETINGS OF AACE AS A GUEST. THE CHEIF EXECUTIVE OFFICER AND MEMBERS OF THE BOARD OF DIRECTORS OCCASIONALLY TRAVEL FIRST-CLASS. THESE ITEMS ARE NOT INCLUDED IN THE INDIVIDUALS' TAXABLE WAGES. PART 1, LINE 2A SHARYN LEE SEVERANCE 95,000 WILLIAM HORN SEVERANCE 32,923 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 A MULTIPLICITY OF INTERESTS FORM IS SIGNED BY EACH MEMBER AT THE FIRST BOARD MEETING OF THE ASSOCIATION YEAR. BOARD MEMBERS WHO HAVE A MULTIPLICITY OF INTEREST WITH ANY ISSUE TO BE BROUGHT BEFORE THE BOARD MUST DISCLOSE TO THE PRESIDENT SUCH CONFLICT(S) VERBALLY AND IN WRITING AT EACH MEETING OF THE BOARD OF DIRECTORS, INCLUDING COMPLETION OF THE BOARD OF DIRECTORS MULTIPLICITY OF INTERESTS FORM WHICH SHOULD BE TURNED INTO THE AACE SECRETARY AT THE TIME OF THE MEETING. THIS POLICY IS ALSO APPLICABLE TO ALL AACE COUNCILS, COMMITTEES AND TASK FORCES. THE MULTIPLICITY OF INTERESTS FORM WILL BE SUBMITTED TO THE BOARD/COUNCIL/COMMITTEE/TASK FORCE CHAIR PRIOR TO THE MEETING. PRIOR TO EACH MEETING OF THE BOARD OF DIRECTORS, COUNCILS, COMMITTEES AND/OR TASK FORCES, THE CHAIR HAS THE RESPONSIBILITY, WITH THE ASSISTANCE OF STAFF, FOR REVIEWING MULTIPLICITY OF INTERESTS FORMS IN RELATION TO THE UPCOMING MEETING AND ITEMS TO BE ADDRESSED TO DETERMINE IF THERE IS A POTENTIAL CONFLICT OF INTEREST FOR ANY MEMBER. THE COUNCIL/COMMITTEE/TASK FORCE CHAIR HAS THE RESPONSIBILITY OF ENSURING THAT A POTENTIAL MULTIPLICITY OF INTEREST IS DISCLOSED AND DETERMINE WHETHER IT IS APPROPRIATE IN THE DISCUSSION AND/OR ACTION ON THE ISSUE WHICH RAISES THE CONFLICT OF INTEREST. 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 SATELLITE SYMPOSIA 1,503,356. BUSINESS DEVELOPMENT 1,216,566. AES CONTRACTORS 57,683. ALL OTHER FEES FOR SERVICES 1,781,355. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE 7,067. 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 259786 652755 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0