2011-08-02T14:54:50-05:00 2010-12-31 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2010-01-01 390977801 AMERICAN ASSOCIATION FOR CLINICAL CHEMISTRY AMER 2028358751 1850 K STREET NW NO 625 WASHINGTON DC 20006 NORI C JONES 2028358751 2011-08-01 1 FREDERICK LONGWOOD 2022932200 2010 2016-02-24 21:20:13Z AACC RICHARD G FLAHERTY 1850 K STREET NW NO 625 WASHINGTON DC 20006 17352226 0 X WWW.AACC.ORG X 1948 NY AACC IS DEDICATED TO IMPROVING HEALTHCARE THROUGH LABORATORY MEDICINE. 11 11 67 126 880028 50846 1139112 203477 14768811 15955845 -105298 422141 353605 762741 16156230 17344204 264500 167625 0 0 6082857 6371504 0 0 82438 9947030 9956848 16294387 16495977 -138157 848227 20341251 22810186 5277833 6074821 15063418 16735365 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 6173992 1000 11043555 CONVENTIONS, MEETINGS AND EXHIBITS - THESE ACTIVITIES PROVIDE FOR EDUCATION IN THE FIELD OF CLINICAL CHEMISTRY THROUGH THE USE OF CONFERENCES AND EXHIBITS. 2340263 2201847 PUBLICATIONS - JOURNALS AND BOOKS, AND OTHER PUBLICATIONS WHICH DISSEMINATE SCIENTIFIC INFORMATION AND EDUCATION THROUGH SUBMITTED ARTICLES. DISTRIBUTED IN THE US, CANADA, AND INTERNATIONALLY. 1406325 1533839 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. 794476 605368 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. 759834 MARKETING 123481 18100 161031 DIVISIONS 407446 3500 613803 EDUCATIONAL PROGRAMS 120959 27000 25000 COMMITTEES 118025 118025 15100 VAN SLYKE FOUNDATION 49192 49192 MANAGEMENT SERVICES 170356 7286 COULTER FUND 2543769 166625 1476780 12464349 1 1 0 1 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 1 148 0 1 67 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 CATHERINE A HAMMETT-STABLER PHD 2.00 X 0 0 0 ANN M GRONOWSKI PHD 2.00 X 0 0 0 BARBARA M GOLDSMITH PHD 2.00 X 0 0 0 ANTHONY W BUTCH PHD 2.00 X 0 0 0 D ROBERT DUFOUR MD 2.00 X 0 0 0 J DANIEL BUTLER 2.00 X 0 0 0 GREG MILLER PHD 2.00 X 0 0 0 ROSEMARIE ROMEO PHD 2.00 X 0 0 0 DAVID E BRUNS MD 2.00 X 0 0 0 ELIZABETH L FRANK PHD 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 PAULA J SANTRACH MD 2.00 X 0 0 0 RICHARD FLAHERTY 35.00 X 321499 0 41471 NORI C JONES 35.00 X 183412 0 33225 PENELOPE JONES 35.00 X 178159 0 37274 CHRISTINA ELDER 35.00 X 146414 0 34377 LOUIS M FANCHER 35.00 X 142109 0 33885 GEORGE LINZER 35.00 X 144040 0 35912 JEAN RHAME 35.00 X 138330 0 24654 VINCE STINE 35.00 X 137737 0 38193 1391700 0 278991 14 0 1 0 INTERNATIONAL SQUARE LP PO BOX 905423 CHARLOTTE NC 28290 LANDLORD 693072 UNITED HEALTHCARE INSURANCE DEPT CH 10151 PALATINE IL 60055 HEALTH INSURANCE 692339 CADMUS JOURNAL SERVICES PO BOX 751898 CHARLOTTE NC 28275 PRINTER 479992 ANAHEIM CONVENTION CENTER 800 W KATELLA AVENUE ANAHEIM CA 92802 CONVENTION CENTER 458651 THE AUDIO VISUAL MGMT GROUP 3310 MATRIX DRIVE RICHARDSON TX 75082 AV CONSULTANT 367054 17 203477 203477 CONFERENCES & MEETINGS 900099 11059598 10967848 91750 PUBLICATIONS 900099 3398480 2654095 744385 MEMBERSHIP DUES 900099 1448575 1448575 MANAGEMENT SERVICES 561000 49192 49192 15955845 278701 278701 191377 191377 143440 143440 143440 143440 22915 8022 14893 14893 OTHER 900099 512578 512578 JOB LISTING SERVICE 900099 43893 43893 556471 17344204 15119710 880028 1140989 159600 159600 8025 8025 795041 507228 279191 8622 4142774 2679294 1415723 47757 364809 210881 150354 3574 731491 433270 296015 2206 337389 226151 107102 4136 50183 40601 9582 35485 35485 46025 46025 2772101 2739668 32433 8423 8423 1231862 1116147 113069 2646 297335 207709 89626 60215 60215 699772 195697 501747 2328 1692468 1459769 222539 10160 286889 24493 262396 99693 42887 56806 UBI TAX 13453 13453 EQUIPMENT RENTAL 1160216 1024183 136033 PRODUCTION EXPENSES 623995 605008 18802 185 HONORARIA 273044 273044 MISCELLANEOUS 249489 242303 7293 -107 356200 186300 168969 931 16495977 12464349 3949190 82438 1200 1200 6573114 7365462 947583 1341919 3189875 3021922 238920 238511 1177750 1205031 2030896 1347913 729970 682983 7482839 8953158 20341251 22810186 964086 1074742 3986779 4666412 326968 333667 5277833 6074821 X 10655995 12064373 1576788 1782419 2830635 2888573 15063418 16735365 20341251 22810186 X 848227 823720 X X 0 1 1 X 0 X 2632833 2737622 6080582 2615156 1652052 15718245 12003784 12160198 12959177 12321693 13694050 63138902 14636617 14897820 19039759 14936849 15346102 78857147 0 0 0 78857147 597099 1107519 204827 354320 613518 2877283 597099 1107519 204827 354320 613518 2877283 13040 45357 48952 33076 43134 183559 199835 104599 132921 230906 512578 1180839 15446591 16155295 19426459 15555151 16515332 83098828 0.94900 0.95370 0.03460 0.03450 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 12120 12120 15824845 15836965 941848 235462 0 0 919021 950260 935270 941848 3746399 5619599 24508 20437 20078 12120 77143 229755 237565 233818 235462 936600 1404900 2974165 57938 28108 3060211 2855792 57938 60435 2974165 671284 2194607 -10099 2855792 0.00000 0.95000 0.05000 0 0 132862 66011 66851 1898034 1281902 616132 682983 DEFERRED RENT LIABILITY 333667 333667 17344204 16495977 848227 823720 823720 1671947 18129921 823720 8022 831742 17298179 46025 46025 17344204 16457974 8022 8022 16449952 46025 46025 16495977 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ASSOCIATION IS EXEMPT FROM THE PAYMENT OF INCOMES 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 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 YEARS BEFORE 2007. PART XII, LINE 2D - OTHER ADJUSTMENTS: SILENT AUCTION EXPENSES 8,022. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SILENT AUCTION EXPENSES 8,022. 1 EAST ASIA AND THE PACIFIC GRANTMAKING 2625 EUROPE (INCLUDING ICELAND & GREENLAND) GRANTMAKING 3500 MIDDLE EAST AND NORTH AFRICA GRANTMAKING 500 NORTH AMERICA - CANADA AND MEXICO GRANTMAKING 1400 0 0 0 8025 0 8025 STUDENT POSTER WINNER EAST ASIA AND THE PACIFIC 1 500 CHECK VSF MEMBERSHIP GRANT EAST ASIA AND THE PACIFIC 1 1125 CHECK INTEL ISEF WINNER EAST ASIA AND THE PACIFIC 1 1000 CHECK BEST ABSTRACT EUROPE (INCLUDING ICELAND & GREENLAND) 1 500 CHECK O/S CONTRIBUTION EUROPE (INCLUDING ICELAND & GREENLAND) 1 2000 CHECK OUTSTANDING RESEARCH WINNER EUROPE (INCLUDING ICELAND & GREENLAND) 1 1000 CHECK BEST ABSTRACT MIDDLE EAST AND NORTH AFRICA 1 500 CHECK 2010 GENZYME AWARD SECOND PLACE NORTH AMERICA 1 300 CHECK BEST POSTER NORTH AMERICA 1 100 CHECK STUDENT POSTER WINNER NORTH AMERICA 1 500 CHECK TRAVEL GRANT CPOCT BOSTON MEETING NORTH AMERICA 1 500 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 22915 22915 6000 2022 22915 22915 6000 2022 8022 14893 1 1ST HALF OF VSF RESEARCH GRANT FOR D GRENACHE 1 2500 2010 AM POSTER AWARD 2 1000 2010 GARRY LABBE AWARD 1 1000 2010 GENZYME AWARD 5 2650 2010 HONORABLE MENTION STUDENT RESEARCH 1 100 2010 STUDENT ORAL PRENSENTATION CONTEST 1 100 2ND HALF OF VSF RESEARCH GRANT FOR D GRENACHE 1 2500 AACC/NACB AWARD FOR O/S CONTIN ED 1 3000 BEST ABSTRACT 3 1200 CARL R JOLLIFF AWARD 1 2000 CDID 2010 BEST ABSTRACT 1 1000 COULTER LEARDERSHIP AWARD 1 10000 DUNKA AWARD 1 750 DURBIN AWARD 1 3000 GARRY LABBE AWARD (NUTRITION DIVISION) 1 1000 GRANNIS AWARD 1 500 GRANT COOPER AWARD LVDD 1 1000 ISEF AWARD 4 3250 LISMI DIVISION ABSTRACT AWARD 1 100 NUTRITION 2010 SERVICE AWARD 1 100 O/S CONTRIBUTIONS 4 7000 O/S LIFETIME ACHIEVEMENT AWARD 1 5000 O/S SCIENTIFIC ACHIEVEMENT 1 1000 POCC OF THE YEAR 1 500 PPSF SCHOLARSHIP FOR LAURA BENDER 1 50000 PROETEOMICS DVS ABSTRACT AWARD 2 1000 STUDENT/YOUNG FACULTY POSTER 1 100 TDM/TOX Y1 AWARD 2 1250 THE MORTON K SCHWARTZ AWARD 1 2000 TRAVEL GRANT 1 500 SYCL TRAVEL GRANTS 7 14000 VSF STUDENT TRAVEL GRANT 14 3500 INTERNATIONAL TRAVEL GRANTS 15 37000 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 299519 0 20000 0 1980 0 24500 0 16971 0 362970 0 0 0 NORI C JONES 175070 0 5000 0 3342 0 18282 0 14943 0 216637 0 0 0 PENELOPE JONES 165825 0 10000 0 2334 0 17660 0 19614 0 215433 0 0 0 CHRISTINA ELDER 146111 0 0 0 303 0 15055 0 19322 0 180791 0 0 0 LOUIS M FANCHER 141256 0 0 0 853 0 14570 0 19315 0 175994 0 0 0 GEORGE LINZER 143738 0 0 0 302 0 14554 0 21358 0 179952 0 0 0 JEAN RHAME 137886 0 0 0 444 0 14065 0 10589 0 162984 0 0 0 VINCE STINE 137448 0 0 0 289 0 14190 0 24003 0 175930 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 REVIEWS THE FORM 990 WITH AACC STAFF DURING THE JULY FINANCE COMMITTEE MEETING. 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 GAINS ON INVESTMENTS: 823,720. FORM 990, PART XI, LINE 2C THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED.