2012-11-14T13:58:30-06:00 2011-12-31 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2011-01-01 390977801 AMERICAN ASSOCIATION FOR CLINICAL CHEMISTRY AMER 2028358751 1850 K STREET NW NO 625 WASHINGTON DC 20006 NORI C JONES 2028358751 2012-11-14 1 FREDERICK LONGWOOD P00439715 2022932200 2011 2016-02-24 21:20:13Z AACC NORI C JONES 1850 K STREET NW NO 625 WASHINGTON DC 20006 18224217 0 X WWW.AACC.ORG X 1948 NY AACC IS DEDICATED TO IMPROVING HEALTHCARE THROUGH LABORATORY MEDICINE. 11 11 63 128 1061897 19262 203477 154912 15955845 16865367 422141 537562 762741 659941 17344204 18217782 167625 224713 0 0 6371504 6678794 0 0 66279 9956848 10271049 16495977 17174556 848227 1043226 22810186 22603753 6074821 5500677 16735365 17103076 X AACC IS A LEADING PROFESSIONAL SOCIETY DEDICATED TO IMPROVING HEALTHCARE THROUGH LABORATORY MEDICINE. ITS NEARLY 9,000 MEMBERS ARE CLINICAL LABORATORY PROFESSIONALS, PHYSICIANS, RESEARCH SCIENTISTS, AND OTHERS INVOLVED IN DEVELOPING TESTS AND DIRECTING LABORATORY OPERATIONS. AACC BRINGS THIS COMMUNITY TOGETHER WITH PROGRAMS THAT ADVANCE KNOWLEDGE, EXPERTISE AND INNOVATION. AACC IS BEST KNOWN FOR THE RESPECTED SCIENTIFIC JOURNAL CLINICAL CHEMISTRY, THE AWARD WINNING PATIENT-CENTERED WEBSITE LAB TESTS ONLINE, AND THE WORLD'S LARGEST CONFERENCE IN LABORATORY MEDICINE AND TECHNOLOGY. THROUGH THESE AND OTHER PROGRAMS, AACC ADVANCES LABORATORY MEDICINE AND THE QUALITY OF PATIENT CARE. 0 0 6353873 500 11827763 CONVENTIONS, MEETINGS AND EXHIBITS - THESE ACTIVITIES PROVIDE FOR EDUCATION IN THE FIELD OF CLINICAL CHEMISTRY THROUGH THE USE OF CONFERENCES AND EXHIBITS. 2271266 5000 2204032 PUBLICATIONS - JOURNALS AND BOOKS, PUBLICATIONS AND PUBLICATION BASED PROGRAMS WHICH DISSEMINATE SCIENTIFIC INFORMATION AND EDUCATION THROUGH SUBMITTED ARTICLES. DISTRIBUTED IN THE US, CANADA, AND INTERNATIONALLY 1467353 1619114 MEMBERSHIP AND GOVERNMENT AFFAIRS - AACC KEEPS MEMBERS INFORMED ABOUT ISSUES IN THE LEGISLATIVE AND REGULATORY AREA. AACC ALSO OFFERS VARIOUS MEMBERSHIP SERVICES THAT HELP KEEP MEMBERS ABREAST OF NEW DEVELOPMENTS. 707443 719867 CLINICAL LABORATORY NEWS - THIS IS A MONTHLY NEWS MAGAZINE WHICH PROVIDES TIMELY INFORMATION IN THE FIELD OF CLINICAL CHEMISTRY IN ORDER TO EDUCATE AND INFORM. 864077 38151 MARKETING 125677 17675 165395 DIVISIONS 401288 3500 493836 EDUCATIONAL PROGRAMS 145640 27000 37965 COMMITTEES 171038 171038 14100 VAN SLYKE FOUNDATION 64986 64947 MANAGEMENT SERVICES 138671 3905 COULTER FUND 2618820 219213 1538166 12711312 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 141 0 1 63 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 0 1 1 1 1 0 NY X THE ASSOCIATION 2028570717 1850 K STREET NW STE 625 WASHINGTON DC 20006 ANN M GRONOWSKI PHD 2.00 X X 0 0 0 GREG MILLER PHD 2.00 X X 0 0 0 CATHERINE A HAMMETT-STABLER PHD 2.00 X X 0 0 0 ELIZABETH L FRANK PHD 2.00 X X 0 0 0 D ROBERT DUFOUR MD 2.00 X X 0 0 0 ROSEMARIE ROMEO PHD 2.00 X 0 0 0 PAULA J SANTRACH MD 2.00 X 0 0 0 PAUL J JANNETTO PHD 2.00 X 0 0 0 DAVID E BRUNS MD 2.00 X 0 0 0 DAVID D KOCH PHD 2.00 X 0 0 0 ROBERT L MURRAY PHD JD 2.00 X 0 0 0 GREGORY J TSONGALIS PHD 2.00 X 0 0 0 DAVID G GRENACHE PHD 2.00 X 0 0 0 PATRICIA M JONES PHD 2.00 X 0 0 0 RICHARD FLAHERTY 35.00 X 385978 0 41217 NORI JONES 35.00 X 194381 0 34293 PENELOPE JONES 35.00 X 180354 0 37981 GARY MYERS 35.00 X 200177 0 13801 CHRISTINA ELDER 35.00 X 153276 0 32457 LOUIS M FANCHER 35.00 X 147242 0 23984 GEORGE LINZER 35.00 X 150644 0 36447 JEAN RHAME 35.00 X 144830 0 23797 VINCENT STINE 35.00 X 144866 0 36811 1701748 0 280788 15 0 1 0 UNITED HEALTHCARE INSURANCE DEPT CH 10151 PALATINE IL 60055 HEALTH INSURANCE 763999 INTERNATIONAL SQUARE LP PO BOX 905423 CHARLOTTE NC 28290 LANDLORD 708816 WATKINS INFORMATION TECHNOLOGY GROUP 6720-B ROCKLEDGE DRIVE SUITE 710 BETHESDA MD 20817 IT CONSULTANT 529711 PRESENTING ATLANTA LLC 3216 PACES FERRY PLACE ATLANTA GA 30305 ANNUAL MEETING TRANSPORTATION SERVICES 446872 CADMUS JOURNAL SERVICES PO BOX 751898 CHARLOTTE NC 28275 PRINTER 386035 16 154912 154912 CONFERENCES & MEETINGS 900099 11839753 11680203 159550 PUBLICATIONS 900099 3396279 2532083 864196 MEMBERSHIP DUES 900099 1564349 1564349 MANAGEMENT SERVICES 561000 64986 64986 16865367 537562 537562 201054 201054 21841 6435 15406 15406 OTHER 900099 405330 405330 JOB CENTER 900099 38151 38151 443481 18217782 15841621 1061897 1159352 207941 207941 16772 16772 1095479 689261 398309 7909 4070785 2586433 1453895 30457 376211 216587 157312 2312 781735 464561 313602 3572 354584 223031 128672 2881 54062 29502 23528 1032 37185 37185 51457 51457 3030534 2929547 100987 3515 3515 1158365 1052268 102866 3231 426655 330216 96439 40068 40068 690170 195287 492502 2381 1605103 1361904 232131 11068 309950 49362 260588 86467 31798 54669 FEDERAL AND DC UBI TAX 5134 5134 EQUIPMENT RENTAL 1182641 1013668 168973 PRODUCTION EXPENSES 654485 635683 18802 0 HONORARIA 236202 236202 699056 392572 305048 1436 17174556 12711312 4396965 66279 1200 1203 7365462 5149999 1341919 552315 3021922 2847701 238511 222202 1205031 1240201 2324536 1641657 682983 682879 8953158 11907253 22810186 22603753 1074742 1076523 4666412 4109133 333667 315021 6074821 5500677 X 12064373 12611184 1782419 1545381 2888573 2946511 16735365 17103076 22810186 22603753 X 1043226 -675515 X X 0 1 1 X 0 X 2737622 6080582 2615156 1652052 1719261 14804673 12160198 12959177 12321693 13694050 14299113 65434231 14897820 19039759 14936849 15346102 16018374 80238904 0 0 0 80238904 1107519 204827 354320 613518 738616 3018800 1107519 204827 354320 613518 738616 3018800 45357 48952 33076 43134 16373 186892 104599 132921 230906 512578 405331 1386335 16155295 19426459 15555151 16515332 17178694 84830931 0.94590 0.94900 0.03560 0.03460 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: INCOME FROM ACTIVITIES NOT REGULARLY CARRIED ON RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14682 14682 17116153 17130835 1000000 250000 0 0 950260 935270 941848 1000000 3827378 5741067 20437 20078 12120 14682 67317 237565 233818 235462 250000 956845 1435268 3060211 57938 15814 3133963 2974165 57938 28108 3060211 2855792 57938 60435 2974165 671284 2194607 -10099 2855792 0.00000 0.94020 0.05980 0 0 132862 93831 39031 2191674 1547826 643848 682879 DEFERRED RENT LIABILITY 315021 315021 18217782 17174556 1043226 -675515 -675515 367711 17497245 -675515 6435 -669080 18166325 51457 51457 18217782 17129534 6435 6435 17123099 51457 51457 17174556 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ASSOCIATION IS EXEMPT FROM PAYMENT OF INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, THE ASSOCIATION IS SUBJECT TO AND PAYS UNRELATED BUSINESS INCOME TAXES ON ITS ADVERTISING INCOME. THE ASSOCIATION ALSO QUALIFIES FOR CHARITABLE CONTRIBUTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. THE ASSOCIATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND THEREFORE, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ASSOCIATION BELIEVES IT IS NO LONGER SUBJECT TO FEDERAL, STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR THE YEARS BEFORE 2008. PART XII, LINE 2D - OTHER ADJUSTMENTS: SILENT AUCTION EXPENSES 6,435. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SILENT AUCTION EXPENSES 6,435. 1 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 8572 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 5250 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 1100 NORTH AMERICA 0 0 GRANTMAKING 1100 RUSSIA & THE NEWLY INDEPENDENT STATES 0 0 GRANTMAKING 750 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES MEETINGS AND RELATED TRAVEL 29056 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES MEETINGS 15786 SOUTH AMERICA 0 0 PROGRAM SERVICES MEETINGS 4313 RUSSIA & THE NEWLY INDEPENDENT STATES 0 0 PROGRAM SERVICES MEETINGS AND RELATED TRAVEL 7170 0 0 0 0 0 0 65927 7170 73097 GRANTS & AWARDS EAST ASIA 9 8572 CHECK GRANTS & AWARDS EUROPE 4 5250 CHECK GRANTS & AWARDS MIDDLE EAST 1 1100 CHECK GRANTS & AWARDS NORTH AMERICA 3 1100 CHECK GRANTS & AWARDS RUSSIA 1 750 CHECK 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: AACC PRESENTS SEVERAL AWARDS EACH YEAR TO CLINICAL CHEMISTS AND OTHER CLINICAL SCIENTISTS WHO WORK IN THE FIELD OF CLINICAL LABORATORY SCIENCE. THESE AWARDS ARE PRESENTED TO: RECOGNIZE THE OUTSTANDING ACHIEVEMENTS BY THESE INDIVIDUALS MAKE THE SCIENTIFIC COMMUNITY AND GENERAL PUBLIC AWARE OF EXCEPTIONAL CONTRIBUTIONS BY CLINICAL CHEMISTS TO THE DEVELOPMENT OF THE SCIENCE OF CLINICAL CHEMISTRY AND THE IMPROVEMENT OF HEALTH CARE STIMULATE AND ENCOURAGE OTHER SCIENTISTS TO ACCELERATE THEIR EFFORTS TO CONTRIBUTE TO THE ADVANCEMENT OF THE FIELD OF CLINICAL LABORATORY SCIENCE SILENT AUCTION 21841 21841 5048 1387 21841 21841 5048 1387 6435 15406 1 GRANTS & AWARDS 40 149191 SYCL TRAVEL GRANTS 5 10000 VSF STUDENT TRAVEL GRANT 9 2250 INTERNATIONAL TRAVEL GRANTS 19 46500 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: INTERNATIONAL, SYCL, AND STUDENT TRAVEL GRANT RECIPIENTS MUST APPEAR AT THE AACC ANNUAL MEETING IN PERSON AND PROVIDE IDENTIFICATION IN ORDER TO RECEIVE THEIR TRAVEL GRANT. THAT WAY WE KNOW THEY CAN/WILL/DID TRAVEL TO THE ANNUAL MEETING. GENERAL RESEARCH GRANT APPLICATIONS WILL BE EVALUATED USING THE FOLLOWING SCIENTIFIC CRITERIA: ORIGINALITY; SCOPE; SCIENTIFIC SIGNIFICANCE; SOUNDNESS OF RESEARCH PLAN; DEGREE OF ACHIEVABILITY; POTENTIAL FOR THE PROJECT TO LEAD TO FURTHER EXPLORATION BEYOND GRANT PERIOD; AND TRANSFERABILITY OF RESEARCH FINDINGS TO ACTUAL PRACTICE. ADMINISTRATIVE CRITERIA USED WILL INCLUDE: DEGREE TO WHICH THE RESEARCH PROPOSAL IS CRITICAL TO THE CAREER OF THE APPLICANT; DEGREE TO WHICH AACC FUNDING IS CRITICAL TO THE START OF THE PROJECT; ADEQUACY OF THE FACILITY PROPOSED; AND SATISFACTORY BUDGET. PREFERENCE FOR RESEARCH GRANTS WILL BE GIVEN TO YOUNG INVESTIGATORS. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 RICHARD FLAHERTY 320168 0 40000 0 25810 0 24500 0 18577 0 429055 0 0 0 NORI JONES 167356 0 7500 0 19525 0 19376 0 16724 0 230481 0 0 0 PENELOPE JONES 157200 0 5000 0 18154 0 17870 0 21879 0 220103 0 0 0 GARY MYERS 189268 0 5000 0 5909 0 4896 0 10765 0 215838 0 0 0 CHRISTINA ELDER 136458 0 0 0 16818 0 15740 0 21051 0 190067 0 0 0 LOUIS M FANCHER 131276 0 0 0 15966 0 15080 0 13242 0 175564 0 0 0 GEORGE LINZER 134660 0 0 0 15984 0 15136 0 23010 0 188790 0 0 0 JEAN RHAME 122362 0 0 0 22468 0 14892 0 13347 0 173069 0 0 0 VINCENT STINE 135616 0 0 0 9250 0 14900 0 26247 0 186013 0 0 0 PART I, LINE 1A THE POLICY OF THE ASSOCIATION IS NOT TO PAY FOR SPOUSAL OR COMPANION TRAVEL EXPENSES. TWO EXCEPTIONS ARE MADE - THE ASSOCIATION PAYS TRAVEL EXPENSES FOR THE PRESIDENT'S SPOUSE TO THE ANNUAL MEETING, AND MAY WAIVE INCIDENTAL, DE MINIMIS EXPENSES IN CERTAIN INSTANCES. FORM 990, PART VI, SECTION A, LINE 6 PERSONS ADMITTED AS MEMBERS SHALL A) POSSESS AN EARNED BACCALAUREATE OR HIGHER DEGREE IN SCIENCE OR MEDICINE OR THE ACADEMIC EQUIVALENT OF THE ABOVE, AND B) BE ENGAGED IN PROFESSIONAL ACTIVITIES COMMONLY ASSOCIATED WITH THE PRACTICE OF CLINICAL CHEMISTRY. ONLY MEMBERS WHO ARE IN GOOD STANDING SHALL HAVE ANY RIGHT, TITLE, OR INTEREST IN THE PROPERTY AND FUNDS OF THE ASSOCIATION. ONLY MEMBERS MAY HOLD ASSOCIATION OFFICE OR ASSOCIATION BOARD, COMMISSION, COMMITTEE, OR TASK FORCE MEMBERSHIPS, AND VOTE IN ELECTIONS OF THE ASSOCIATION OR ANY OF ITS UNITS. ONLY MEMBERS MAY REPRESENT THE ASSOCIATION IN PROFESSIONAL MATTERS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS CONSISTS OF THE OFFICERS OF THE ASSOCIATION AND SIX (6) MEMBERS-AT-LARGE, WHICH ARE ELECTED FROM AND BY THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE AACC CONSTITUTION AND BYLAWS MAY BE PROPOSED, IN PART, BY PETITION SIGNED BY AT LEAST 10% OF ALL MEMBERS IN GOOD STANDING. UPON RECEIPT OF A DULY PROPOSED AMENDMENT OR REVISION, THE ASSOCIATION SECRETARY SHALL, WITHIN 45 DAYS, MAIL A LETTER BALLOT TO EACH MEMBER IN GOOD STANDING. A PROPOSED AMENDMENT OR REVISION SHALL BECOME EFFECTIVE AT THE TIME SPECIFIED, UPON RECEIVING TWO-THIRDS AFFIRMATIVE VOTE OF ALL VALID BALLOTS CAST. FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE HAS AN OPPORTUNITY TO REVIEW THE FORM 990 WITH AACC STAFF PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15 THE BASE SALARY OF THE EXECUTIVE VP SHALL BE BASED ON MARKET VALUE FOR THE POSITION. THE FINANCE COMMITTEE IS CHARGED WITH DETERMINING MARKET VALUE FOR THE POSITION BASED ON APPROPRIATE DATA. THE DATA SHALL CONSIST OF REVIEW OF AT LEAST TWO SOURCES OF STATISTICLA DATA ON SALARY FOR COMPARABLE POSITIONS AND MAY INCLUDE INPUT FROM A COMPENSATION CONSULTANT. ANNUAL SALARY SHALL BE BASED ON THE BASE SALARY PLUS THE OPTION OF MERIT INCREASE. A MERIT INCREASE SHALL BE BASED ON THE DEGREE OF ACHIEVEMENT OF AGREED UPON GOALS AND A RECOMMENDATION FROM THE PRESIDENT. THE RANGE FOR A MERIT INCREASE SHALL BE ESTABLISHED EACH YEAR DURING THE BUDGETING PROCESS. AN OPTIONAL BONUS MAY BE AWARDDED BASED ON EXCEPTIONAL PERFORMANCE WHICH IS NOT ADEQUATELY COMPENSATED FOR BY THE MERIT INCREASE AND THE FINANCIAL STATUS OF AACC. THE AMOUNT OF SUCH A BONUS SHALL BE DETERMINED BASED ON DEGREE OF ACHIEVEMENT OF AGREED UPON GOALS AND A RECOMMENDATION FROM THE PRESIDENT. OTHER OFFICERS OR KEY EMPLOYEES: AACC HAS A FORMAL SALARY ADMINISTRATION PROGRAM WITH SALARIES BASED ON GRADES AND INCREASES BASED ON FORMAL EVALUATIONS. THE SALARY RANGES FOR GRADES ARE EVALUATED BY AN OUTSIDE CONSULTANT EVERY THREE YEARS WITH SELECTED BENCHMARK POSITIONS. THE LAST EVALUATION WAS CONDUCTED IN 2010 AND THE BENCHMARKED POSITIONS INCLUDED THE CFO. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS: CONSTITUTION AND BYLAWS ARE POSTED ON AACC.ORG UNDER ABOUT AACC'S GOVERNANCE. CONFLICT OF INTEREST: AACC ADDRESSES CONFLICT OF INTEREST FOR GENERAL MEMBERS UNDER THE ETHICS GUIDELINES ON AACC.ORG UNDER ABOUT AACC ETHICS GUIDELINES AND FOR BOD MEMBERS AS ONE OF THE BOD POLICIES LISTED UNDER THE PASSWORD PROTECTED AACC LEADERSHIP SECTION ON AACC.ORG FINANCIAL STATEMENTS: AACC'S BALANCE SHEET AND STATEMENT OF ACTIVITIES ARE POSTED ON AACC.ORG AS A PART OF THE ANNUAL REPORT. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -675,515. FORM 990, PART XI, LINE 2C THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED.