2026-08-21T09:01:32-05:00 2025-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2025-01-01 593215539 AMERICAN COLLEGE OF ENDOCRINOLOGY INC AMER 9043537878 7643 GATE PKWY STE 104-328 JACKSONVILLE FL 32256 JOHNNIE WHITE CHIEF EXECUTIVE OFFICER 9043537878 2026-08-21 1 J CALVIN MARKS P01226973 9197196400 2025 2025-03-06 01:10:19Z AMER ASSO OF CLINICAL ENDOCRINOLOGY JOHNNIE WHITE 7643 GATE PKWY STE 104-328 JACKSONVILLE FL 32256 13467931 0 X WWW.AACE.COM X 1992 FL OUR MISSION IS ELEVATING THE PRACTICE OF CLINICAL ENDOCRINOLOGY TO IMPROVE GLOBAL HEALTH. 20 18 0 0 0 0 5598521 7613777 3942426 4558014 92915 174693 816521 830795 10450383 13177279 5000 9233 0 0 6082803 6212712 0 0 0 5447750 6011724 11535553 12233669 -1085170 943610 6749071 8649440 10671124 11456119 -3922053 -2806679 X OUR MISSION IS ELEVATING THE PRACTICE OF CLINICAL ENDOCRINOLOGY TO IMPROVE GLOBAL HEALTH. 0 0 3599425 1000 3024516 ANNUAL MEETING - CONDUCTED TO PRESENT SCIENTIFIC AND EDUCATIONAL TOPICS TO MEMBERS AND ATTENDEES AND TO CONDUCT BUSINESS IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS 1185729 SPECIALTY SOCIETIES ADVANCING ADULT IMMUNIZATION - CDC GRANT FUNDED COLLABORATIVE TO ADDRESS HOW SPECIALISTS CAN IMPROVE IMMUNIZATION RATES IN PATIENTS LIVING WITH CHRONIC DISEASE. 466933 GUIDELINES AND CONSENSUS STATEMENT DEVELOPMENT REPRESENT THE MISSION AND POSITION OF AACE ON TOPICS IN CLINICAL ENDOCRINOLOGY AND SUPPORT CLINICAL DECISION-MAKING ABOUT CARE OF PATIENTS WITH ENDOCRINE DISORDERS 3929764 8233 1533498 ENDOCRINE UNIVERSITY; INTERNATIONAL PROGRAMMING; ENDOCRINE PRACTICE; CERTIFICATES DEVELOPMENT; EXECUTIVE COMMITTEE; PATIENT JOURNEY 2 - OBESITY; PATIENT JOURNEY 1 - THYROID; BRANDED AND SPONSORED CONTENT; GLP-1 RA'S ROLE IN THE MANAGEMENT OF DIABETES; ONLINE EDUCATION; ADVOCACY TRAINING PROGRAM; CERTIFICATES PROGRAM; PATIENT JOURNEY 3 - DIABETES TECHNOLOGY; CLINICAL GUIDANCE FORUM; RARE DISEASES SERIES; AACE ENDOCRINOLOGY AND DIABETES; REFRAMING OBESITY TREATMENT SERIES; MASLD AND MASH - EARLY IDENTIFICATION; COMMUNITY RELATIONS; DIABETES, CKD, AND CVD PATHWAYS; AACE CENTER OF EXCELLENCE; PATIENT GUIDE - MASLD & MASH; COMPREHENSIVE OSTEOPOROSIS CARE IN PRIMARY PRACTICE; PATIENT GUIDE - CUSHING SYNDROME; INTERPLAY BETWEEN OBESITY AND MASLD AND MASH WEBINAR SERIES; PREVENTING DIABETIC KETOACIDOSIS; DIABETES TECHNOLOGY; MASH AND MASLD; TRANSFORMING PATIENT CARE WITH THE OBESITY ALGORITHM; ASAP PORTFOLIO DEVELOPMENT, AND DIABETES MATCH. 3929764 8233 1533498 9181851 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 129 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20 18 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CT FL GA ID IL KS KY MD MA MI MN MS NH NJ NM NY NC OH OK OR PA RI SC TN VA WA WV X KAYCE HALSTEAD 9043537878 7643 GATE PKWY STE 104-328 JACKSONVILLE FL 32256 JOHNNIE WHITE CEO 33.75 3.75 X 0 427379 95553 ELIZABETH LEPKOWSKI CHIEF LEARNING OFFICER 33.75 3.75 X 0 246212 64396 PAMELA WOOD CHIEF STRATEGY & ORG DEVELOP OFFICER 33.75 3.75 X 0 261107 44632 DEBORAH GREIF CHIEF BUSINESS DEV OFFICER 33.75 3.75 X 0 253456 16108 KAYCE HALSTEAD CFO 33.75 3.75 X 0 178473 66365 SARA MORRIS DIRECTOR OF MEETINGS 33.75 3.75 X 0 142363 59705 CARLA STEC DIRECTOR OF GUIDELINES 33.75 3.75 X 0 142519 42685 DWIGHT CHEATHAM DIR, TECH OPS & DIGITAL STRATEGY 33.75 3.75 X 0 126593 53016 DIANE ALBERSON DIRECTOR OF EDUCATION 33.75 3.75 X 0 148903 10762 SCOTT D ISAACS MD PRESIDENT 5.00 1.50 X X 1500 142900 0 ANGELA SIMONETTA HUMAN RESOURCE MANAGER 33.75 3.75 X 0 122399 21208 THOMAS P CONWAY CFO (TO APR '25) 33.75 3.75 X 0 94243 17322 DACE L TRENCE MD PRESIDENT-ELECT 2.00 1.00 X X 0 25500 0 RICARDO CORREA MD TRUSTEE 1.00 1.00 X 1000 500 0 RODOLFO J GALINDO MD TRUSTEE 1.00 1.00 X 1000 500 0 KENNETH E IZUORA MD SECRETARY 2.00 1.00 X X 750 500 0 RAJESH K GARG MD TRUSTEE 1.00 1.00 X 750 500 0 GEETHA GOPALAKRISHNAN MD TRUSTEE 1.00 1.00 X 750 500 0 RIFKA SCHULMAN-ROSENBAUM MD TRUSTEE 1.00 1.00 X 500 500 0 SUSAN L SAMSON MD PHD IMMEDIATE PAST PRESIDENT 2.00 1.50 X X 0 500 0 LESLIE S ELDEIRY MD TREASURER 2.00 1.00 X X 0 500 0 WILLIAM C BIGGS MD TRUSTEE 1.00 1.00 X 0 500 0 NAVTIKA R DESAI DO TRUSTEE 1.00 1.00 X 0 500 0 NATALIA FRETES MD FELLOW IN TRAINING (FROM JUNE 25) 1.00 1.00 X 0 500 0 MATTHEW J LEVINE MD TRUSTEE 1.00 1.00 X 0 500 0 DAVID C LIEB MD TRUSTEE 1.00 1.00 X 0 500 0 JOANNA MIRAGAYA MD TRUSTEE 1.00 1.00 X 0 500 0 CHERYL R ROSENFELD DO TRUSTEE 1.00 1.00 X 0 500 0 ARCHANA R SADHU MD TRUSTEE 1.00 1.00 X 0 500 0 ELIAS S SIRAJ MD TRUSTEE 1.00 1.00 X 0 500 0 MIHAIL ZILBERMINT MD TRUSTEE 1.00 1.00 X 0 500 0 KAYLA PATEL MD FELLOW IN TRAINING (TO JUN '25) 1.00 1.00 X 0 0 0 6250 2321047 491752 0 0 1 0 FREEMAN 14221 DALLAS PKWY STE 200 DALLAS TX 75254 EVENT SERVICES 931218 HHC ORLANDO CONVENTION HOTELS LLC 6001 DESTINATION PKWY ORLANDO FL 32819 EVENT SERVICES 788950 SPARGO INC 11208 WAPLES MILL RD 112 FAIRFAX VA 22030 EVENT SERVICES 501890 THE METHODIST HOSPITAL RESEARCH INSTITUT 6670 BERTNER AVE HOUSTON TX 77030 QUALITY IMPLEMENTATION 252759 RHODE ISLAND HOSPITAL 593 EDDY ST PROVIDENCE RI 02903 QUALITY IMPLEMENTATION 175637 13 1294580 6319197 7613777 REGISTRATION FEES 900099 1827897 1827897 EXHIBITS 900099 1601500 1601500 CAP DUES 900099 997342 997342 MEMBER DUES/FACE FEES 900099 131275 131275 4558014 175669 175669 830795 830795 289676 290652 -976 -976 -976 13177279 4558014 0 1005488 X 9233 9233 1833460 1294082 539378 3300449 2273661 1026788 147736 101147 46589 557315 381565 175750 373752 255889 117863 80055 70602 9453 94168 83049 11119 17309 17309 2646352 2330862 315490 335535 310733 24802 186906 131102 55804 531933 216600 315333 334529 145632 188897 1420325 1278413 141912 728 179 549 44242 30733 13509 HONORARIA/AWARDS 193024 164941 28083 PR COMMUNICATION 42373 39241 3132 DUES & SUBSCRIPTIONS 36035 25370 10665 TAXES, LICENCES & FEES 21620 17944 3676 26590 20873 5717 12233669 9181851 3051818 0 151302 295626 15399 42350 291624 180000 151541 295129 224039 230383 3306251 4962998 2608915 2642954 6749071 8649440 336155 78645 4056057 5533586 6278912 5843888 10671124 11456119 X -5320324 -4210341 1398271 1403662 -3922053 -2806679 6749071 8649440 X 943610 369313 -197549 X 0 1 X 1 1 1 X 4097969 3406179 4627363 5598521 7613777 25343809 2554034 3699274 3714786 3942426 4558014 18468534 6652003 7105453 8342149 9540947 12171791 43812343 400 272 150500 15000 3245 169417 497458 389392 334789 79868 1301507 400 497730 539892 349789 83113 1470924 42341419 654547 1000772 982108 926358 1006464 4570249 654547 1000772 982108 926358 1006464 4570249 8556 480 9036 7315106 8106705 9324257 10467305 13178255 48391628 0.87500 0.86430 0.09440 0.09770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 ANNUITY PLAN ASSETS 2517954 DEPOSITS 125000 2642954 DUE TO AFFILIATE 3499165 ANNUITY PLAN LIABILITIES 2344723 5843888 X PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT AACEC6, AACEC3 AND AACECORP HAVE NOT TAKEN ANY UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2025 AND 2024. MIDDLE EAST & NORTH AFRICA 0 0 PROGRAM SERVICES PRESENTED SCIENTIFIC AND EDUCATIONAL TOPICS TO MEMBERS AND ATTENDEES THROUGH COLLABORATIONS 148000 SOUTH AMERICA 0 0 PROGRAM SERVICES PRESENTED SCIENTIFIC AND EDUCATIONAL TOPICS TO MEMBERS AND ATTENDEES THROUGH COLLABORATIONS 135000 SOUTH ASIA 0 0 PROGRAM SERVICES PRESENTED SCIENTIFIC AND EDUCATIONAL TOPICS TO MEMBERS AND ATTENDEES THROUGH COLLABORATIONS 123000 NORTH AMERICA 0 0 PROGRAM SERVICES PRESENTED SCIENTIFIC AND EDUCATIONAL TOPICS TO MEMBERS AND ATTENDEES THROUGH COLLABORATIONS 26000 0 0 0 0 0 0 432000 0 432000 0 0 0 0 0 1 1 TRAVEL GRANTS 20 9233 PART I, LINE 2: DR. LEWIS E. BRAVERMAN TRAVEL GRANTS ARE MONITORED THROUGHOUT THE GRANT PROGRAM PROCESS, AND RECIPIENTS SUBMIT A WRITTEN REFLECTION OF THEIR EXPERIENCE THAT IS PUBLISHED ON AACE'S WEBSITE ANNUAL MEETING TRAVEL GRANTS ARE MONITORED THROUGH APPROPRIATE COMMUNICATION WITH THE GRANTEE AND VERIFICATION OF MEETING ATTENDANCE. 0 0 0 0 0 0 0 0 0 JOHNNIE WHITE CEO 0 396129 0 31250 0 0 0 43250 0 52303 0 522932 0 0 ELIZABETH LEPKOWSKI CHIEF LEARNING OFFICER 0 239962 0 6250 0 0 0 10295 0 54101 0 310608 0 0 PAMELA WOOD CHIEF STRATEGY & ORG DEVELOP OFFICER 0 254857 0 6250 0 0 0 10688 0 33944 0 305739 0 0 DEBORAH GREIF CHIEF BUSINESS DEV OFFICER 0 247206 0 6250 0 0 0 10215 0 5893 0 269564 0 0 KAYCE HALSTEAD CFO 0 172223 0 6250 0 0 0 7782 0 58583 0 244838 0 0 SARA MORRIS DIRECTOR OF MEETINGS 0 136863 0 5500 0 0 0 6283 0 53422 0 202068 0 0 CARLA STEC DIRECTOR OF GUIDELINES 0 138019 0 4500 0 0 0 6076 0 36609 0 185204 0 0 DWIGHT CHEATHAM DIR, TECH OPS & DIGITAL STRATEGY 0 122093 0 4500 0 0 0 5421 0 47595 0 179609 0 0 DIANE ALBERSON DIRECTOR OF EDUCATION 0 144403 0 4500 0 0 0 6076 0 4686 0 159665 0 0 SCHEDULE J, PART II: AACE C3 CONDUCTS MANY OF THE PROGRAM ACTIVITIES PREVIOUSLY PERFORMED BY AACE C6. THE PAYROLL FUNCTION CONTINUES TO BE PERFORMED BY AACE C6, AND IS REPORTED ON THIS SCHEDULE. MUCH OF THE COMPENSATION REPORTED HERE IS ALLOCATED TO AACE C3 AND IS REPORTED ON AACE C3'S FORM 990 PART IX, STATEMENT OF FUNCTIONAL EXPENSES. THE COMPENSATION EXPENSE REPORTED ON AACE C6'S FORM 990 PART IX, STATEMENT OF FUNCTIONAL EXPENSES IS REDUCED BY A CORRESPONDING AMOUNT. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF AACE C3 SHALL BE THE AMERICAN ASSOCIATION OF CLINICAL ENDOCRINOLOGISTS (AACE C6), A FLORIDA, NOT FOR PROFIT, 501(C)(6) CORPORATION, FOCUSED ON ENHANCING THE PRACTICE OF ENDOCRINOLOGY. FORM 990, PART VI, SECTION A, LINE 7A AACE C3'S BOARD OF TRUSTEES SHALL BE THE SAME AS THE BOARD OF DIRECTORS OF AACE C6. THE OFFICERS OF AACE C6 HOLD EQUIVALENT POSITIONS AT AACE C3. 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 TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C AACE C3 MAINTAINS A COMPREHENSIVE CONFLICT OF INTEREST POLICY, WHICH IS APPLICABLE TO TO ANY AND ALL INDIVIDUALS INVOLVED WITH AACE, INCLUDING BUT NOT LIMITED TO ALL PERSONS WHO PARTICIPATE ON AACE'S BOARDS, LEADERSHIP, COMMITTEES, TASK FORCES, AND STAFF, OR IN ANY VOLUNTEER ACTIVITY, WHETHER OR NOT THE ACTIVITY INCLUDES A STIPEND, IN AN OFFICIAL CAPACITY FOR AACE. ALL COVERED INDIVIDUALS ARE COLLECTIVELY REFERRED TO AS "VOLUNTEERS." 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 C6 EMPLOYEES; EVALUATE STIPENDS, AND OTHER COMPENSATION, PAID TO AACE OFFICERS; REVIEW AACE C3 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 OUTSOURCED SERVICES: PROGRAM SERVICE EXPENSES 1,778,288. MANAGEMENT AND GENERAL EXPENSES 238,086. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,016,374. CONSULTING FEES: PROGRAM SERVICE EXPENSES 540,629. MANAGEMENT AND GENERAL EXPENSES 72,382. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 613,011. OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 11,945. MANAGEMENT AND GENERAL EXPENSES 5,022. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,967. FORM 990, PART XI, LINE 9: ACTUARIAL LOSS -190,895. RETURNED CONTRIBUTIONS -6,654. AMERICAN ASSOCIATION OF CLINICAL ENDOCRINOLOGISTS 7643 GATE PKWY STE 104-328 JACKSONVILLE FL 32256 593063956 PROFESSIONAL ASSOCIATION FL 501(C)(6) N/A 0 AACECORP INC 7643 GATE PKWY STE 104-328 JACKSONVILLE FL 32256 593341037 DIGITAL SALES FL N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 AACE C6 N 315138 FMV AACE C6 O 5944968 FMV AACE C6 P 9742259 FMV AACE C6 Q 1296742 FMV AACECORP Q 80000 FMV