2018-11-14T13:38:11-06:00 2017-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS RD STE 1500 RALEIGH NC 27609 990 2017-01-01 593063956 AMERICAN ASSOCIATION OF CLINICAL ENDOCRINOLOGISTS INC AMER 9043537878 245 RIVERSIDE AVE NO 200 JACKSONVILLE FL 32202 PAUL A MARKOWSKI CHIEF EXECUTIVE OFFICER 9043537878 2018-11-14 1 JOHN HUSKINS P01081531 9197196400 2018-11-14 66.77.128.118 2018-11-14 14:37:51 ES P E2AFCBC2CAC1A104CA8A10138DFED4C2A90A9C41 0300F7440FFCAFEE97AE10E69CBFFC829D088163 2017 2019-02-21 02:37:17Z PAUL A MARKOWSKI 245 RIVERSIDE AVE NO 200 JACKSONVILLE FL 32202 12796426 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 32 29 49 20 0 0 0 0 12484294 10225430 329486 498363 1323429 1848247 14137209 12572040 0 0 0 0 3510449 3843746 0 0 0 9592545 7750351 13102994 11594097 1034215 977943 12374282 14165744 4544949 5106769 7829333 9058975 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 1 1 0 0 0 0 0 1 0 0 1 194 0 1 49 1 0 0 0 0 1 1 0 X 32 29 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 JONATHAN D LEFFERT MD PRESIDENT 5.00 1.00 X X 71600 0 0 SANDRA L WEBER MD VICE PRESIDENT 2.00 1.00 X X 0 0 0 DANIEL L HURLEY MD PRESIDENT-ELECT 2.00 X X 2000 0 0 PAULINE CAMACHO MD IMMEDIATE PAST PRESIDENT 2.00 1.50 X X 39250 4500 0 FELICE A CALDARELLA MD SECRETARY 2.00 X X 0 0 0 HOWARD M LANDO MD TREASURER 2.00 1.50 X X 4800 0 0 DAVID S H BELL MD DIRECTOR 1.00 X 2000 0 0 ELISE M BRETT MD DIRECTOR 1.00 X 3000 0 0 MICHAEL A BUSH MD DIRECTOR 1.00 X 0 0 0 VIVIAN A FONSECA MD DIRECTOR 1.00 1.00 X 2000 0 0 ALAN J GARBER MD DIRECTOR (TO MAY '17) 1.00 1.00 X 0 0 0 W TIMOTHY GARVEY MD DIRECTOR 1.00 X 4000 0 0 VED V GOSSAIN MD DIRECTOR 1.00 1.00 X 0 0 0 GEORGE GRUNBERGER MD DIRECTOR 1.00 1.50 X 43000 2000 0 CHRIS K GUERIN MD DIRECTOR 1.00 X 0 0 0 RICHARD A HAAS MD DIRECTOR 1.00 X 0 0 0 R MACK HARRELL MD DIRECTOR 1.00 1.50 X 3000 2000 0 ELIZABETH HOLT MD DIRECTOR (FROM MAY '17) 1.00 X 0 0 0 SINA JASMIN MD DIRECTOR (FROM MAY '17) 1.00 X 0 0 0 ANNE L LEDDY MD DIRECTOR (TO MAY '17) 1.00 1.00 X 0 0 0 W REID LITCHFIELD MD DIRECTOR 1.00 X 0 0 0 MARK A LUPO MD DIRECTOR 1.00 X 4500 0 0 JANET B MCGILL MD DIRECTOR 1.00 X 2000 0 0 JEFFREY I MECHANICK MD DIRECTOR 1.00 1.50 X 0 0 0 RACHEL PESSAH-POLLACK MD DIRECTOR 1.00 X 2000 0 0 GREGORY RANDOLPH MD DIRECTOR 1.00 X 2500 0 0 S SETHU K REDDY MD DIRECTOR (FROM MAY '17) 1.00 1.00 X 0 0 0 SUSAN L SAMSON MD DIRECTOR 1.00 X 0 0 0 JAD STEFIR MD DIRECTOR (FROM MAY '17) 1.00 X 0 0 0 VIN TANGRIPCHA MD PHD DIRECTOR 1.00 X 0 0 0 CHRISTINE L TWINING MD DIRECTOR 1.00 X 0 0 0 GUILLERMO UMPIRREZ MD DIRECTOR (FROM MAY '17) 1.00 X 6500 0 0 AARON I VINIK MD DIRECTOR 1.00 X 2000 0 0 KATHLEEN WYNE MD DIRECTOR (TO MAY '17) 1.00 X 1750 0 0 WILLIAM D ZIGRANG MD DIRECTOR 1.00 X 0 0 0 DONALD C JONES CHIEF EXECUTIVE OFFICER (TO MAY '17) 39.00 1.00 X 281002 0 7213 PAUL A MARKOWSKI CHIEF EXECUTIVE OFFICER (FROM MAY '17) 39.00 1.00 X 272500 0 21858 MICHAEL A AVALLONE CHIEF FINANCIAL OFFICER (TO AUG '17) 39.00 1.00 X 92641 0 1421 THOMAS CONWAY CHIEF FINANCIAL OFFICER (FROM AUG '17) 39.00 1.00 X 60577 0 3700 DANIEL KELSEY DEPUTY CEO (TO OCT '17) 39.00 1.00 X 178846 0 11335 GLENN SEBOLD DIRECTOR OF PUBLIC MEDIA RELATIONS 40.00 X 101200 0 12631 1182666 8500 58158 4 0 1 0 MEDSCAPE LLC 12186 COLLECTIONS CENTER DR CHICAGO IL 60693 MEDICAL EDUCATION 391662 MEDLITERA 13231 SE 196TH STREET VASHON WA 98105 MEDICAL EDUCATION 200992 FREEMAN COMPANY PO BOX 650036 DALLAS TX 75265 MARKETING 167701 INSTITUTE FOR MEDICAL AND NURSING EDUCAT TWO RAVINIA DR STE 600 ATLANTA GA 30346 MEDICAL EDUCATION 166131 NOVO 800 SCUDDERS MILL RD PLAINSBORO NJ 08536 MEDICAL RESEARCH 163178 8 ANNUAL MEETING 900099 3372384 3372384 SATELLITE SYMPOSIA 900099 2045225 2045225 MEMBER DUES 900099 1330620 1330620 AES PROGRAM 900099 1195353 1195353 THYROID ACCREDITATION 900099 646626 646626 1635222 1635222 10225430 199106 199106 889181 889181 523343 300 224386 0 298957 300 299257 299257 1450 0 1450 1450 ADMIN FEES - AFFILIATES 900099 957616 957616 957616 12572040 11183046 0 1388994 X 1126993 2121461 55411 325180 214701 13938 13125 102000 51353 2954211 107138 347894 53912 332274 1013582 2563372 33833 70039 DUES & SUBSCRIPTIONS 79048 EMPLOYEE RECUIRTMENT 3978 TAXES, LICENSES, & FEES 1348 9306 11594097 1348003 563366 3158546 2291845 47687 1371819 298966 335492 809593 706732 83115 102861 6664657 7991693 252378 252378 520930 1256290 12374282 14165744 816481 754111 3633990 4334410 94478 18248 4544949 5106769 X 7829333 9058975 7829333 9058975 12374282 14165744 977943 251699 0 X 0 1 X 1 0 0 0 1 1916920 146977 146977 89152 57825 72445 72445 0 737148 634287 102861 102861 DUE FROM AFFILIATES 1207120 DUE FROM CHAPTERS 49170 1256290 DEFERRED RENT 18248 18248 X 12772086 251699 251699 12520387 51353 300 51653 12572040 11542444 0 11542444 51353 300 51653 11594097 PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT ACE, COLLEGE AND AACECORP HAVE NOT TAKEN ANY UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2017. PART XI, LINE 4B - OTHER ADJUSTMENTS: DISPOSAL OF FIXED ASSETS 300. PART XII, LINE 4B - OTHER ADJUSTMENTS: DISPOSAL OF FIXED ASSETS 300. X X 0 0 X X 1 0 0 DONALD C JONES CHIEF EXECUTIVE OFFICER (TO MAY '17) 272759 0 0 0 8243 0 0 0 7213 0 288215 0 0 0 PAUL A MARKOWSKI CHIEF EXECUTIVE OFFICER (FROM MAY '1 262500 0 10000 0 0 0 10000 0 11858 0 294358 0 0 0 DANIEL KELSEY DEPUTY CEO (TO OCT '17) 178846 0 0 0 0 0 0 0 11335 0 190181 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 I, LINE 4A DANIEL KELCEY SEVERANCE $53,654 AMY BRUNS FAMILY MEMBER OF OUTGOING CEO 67846 EMPLOYMENT 0 CYCLEHERE MEDIA ENTITY OWNED MORE THAN 35% BY FAMILY MEMBERS OF OUTGOING CEO 26200 INDEPENDENT CONTRACTOR 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 REVIEWED BY THE ENTIRE BOARD OF DIRECTORS AND THE CHIEF EXECUTIVE OFFICER. 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 AES CONTRACTORS 338,257. SATELLITE SYMPOSIA 1,348,595. BUSINESS DEVELOPMENT 216,837. ALL OTHER FEES FOR SERVICES 1,050,522. 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 496301 884614 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0