2025-10-01T10:34:29-05:00 2024-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2024-01-01 593063956 AMERICAN ASSOCIATION OF CLINICAL ENDOCRINOLOGISTS INC AMER 9043537878 7643 GATE PKWY STE 104-328 JACKSONVILLE FL 32256 JOHNNIE WHITE CHIEF EXECUTIVE OFFICER 9043537878 2025-09-29 1 0 J CALVIN MARKS P01226973 9197196400 2024 2025-03-06 01:10:19Z JOHNNIE WHITE 7643 GATE PKWY STE 104-328 JACKSONVILLE FL 32256 2531464 0 X WWW.AACE.COM X 1992 FL OUR MISSION IS ELEVATING THE PRACTICE OF CLINICAL ENDOCRINOLOGY TO IMPROVE GLOBAL HEALTH. 19 17 46 18 0 0 0 0 756517 731082 60197 82463 0 0 816714 813545 0 0 0 0 520636 526738 0 0 0 224272 191962 744908 718700 71806 94845 9765413 10033317 358672 280777 9406741 9752540 OUR MISSION IS ELEVATING THE PRACTICE OF CLINICAL ENDOCRINOLOGY TO IMPROVE GLOBAL HEALTH. 0 0 COMMUNITY ENGAGEMENT - AACE IS THE WORLD'S LARGEST ORGANIZATION REPRESENTING CLINICAL ENDOCRINOLOGY, WORKING TO ELEVATE THE PRACTICE OF CLINICAL ENDOCRINOLOGY AND IMPROVE GLOBAL HEALTH. MEMBERSHIP PROVIDES ACCESS TO AACE'S PROFESSIONAL JOURNAL, COMMUNICATIONS, COMMITTEES AND DISEASE STATE NETWORKS. 0 0 0 1 0 0 0 0 0 1 0 0 1 0 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 7 0 1 46 1 0 0 0 0 1 1 0 0 0 X 19 17 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X KAYCE HALSTEAD 9043537878 7643 GATE PKWY STE 104-328 JACKSONVILLE FL 32256 JOHNNIE WHITE CEO (FROM MARCH '24) 3.75 33.75 X 320988 0 42826 THOMAS P CONWAY CFO/CIO 3.75 33.75 X 276725 0 44328 PAMELA WOOD CHIEF STRATEGY & ORG DEVELOPMENT 3.75 33.75 X 260322 0 47294 ELIZABETH LEPKOWSKI CHIEF LEARNING OFFICER 3.75 33.75 X 244718 0 46477 DEBORAH GREIF CHIEF BUSINESS DEVELOPMENT OFFICER 3.75 33.75 X 241435 0 14269 KAYCE HALSTEAD DIRECTOR OF FINANCE 3.75 33.75 X 128877 0 53018 SARA MORRIS DIRECTOR OF MEETINGS AND EVENTS 3.75 33.75 X 129711 0 50091 CARLA STEC DIRECTOR OF GUIDELINES 3.75 33.75 X 135056 0 35527 DWIGHT CHEATHAM DIGITAL STRATEGY DIRECTOR 3.75 33.75 X 119429 0 43714 DIANE ALBERSON DIRECTOR OF EDUCATION DEVELOPMENT 3.75 33.75 X 141731 0 9850 SUSAN L SAMSON MD PHD PRESIDENT 1.50 5.00 X X 127900 0 0 SCOTT D ISAACS MD PRESIDENT-ELECT 1.50 2.00 X X 25500 500 0 RICARDO CORREA MD TRUSTEE 1.00 1.00 X 500 500 0 MATTHEW J LEVINE MD TRUSTEE 1.00 1.00 X 500 500 0 DAVID C LIEB MD TRUSTEE (FROM MAR '24) 1.00 1.00 X 500 500 0 CHERYL R ROSENFELD DO TRUSTEE 1.00 1.00 X 500 500 0 ARCHANA R SADHU MD TRUSTEE 1.00 1.00 X 500 500 0 ELIAS S SIRAJ MD TRUSTEE 1.00 1.00 X 500 500 0 S SETHU REDDY MD IMMEDIATE PAST PRESIDENT 1.50 2.00 X X 500 0 0 DACE L TRENCE MD TREASURER 1.00 2.00 X X 500 0 0 WILLIAM C BIGGS MD TRUSTEE (FROM MAR '24) 1.00 1.00 X 500 0 0 NAVTIKA R DESAI DO TRUSTEE 1.00 1.00 X 500 0 0 GARY W EDELSON MD TRUSTEE 1.00 1.00 X 500 0 0 GEETHA GOPALAKRISHNAN MD TRUSTEE 1.00 1.00 X 500 0 0 KENNETH E IZUORA MD TRUSTEE 1.00 1.00 X 500 0 0 JANET LEUNG MD TRUSTEE 1.00 1.00 X 500 0 0 MELISSA G YOUNG MD TRUSTEE 1.00 1.00 X 500 0 0 KAYLA PATEL MD FELLOW IN TRAINING (FROM JUN '24) 1.00 1.00 X 500 0 0 LESLIE S ELDEIRY MD SECRETARY 1.00 2.00 X X 500 0 0 SANDY BASSIN MD FELLOW IN TRAINING (TO JUN '24) 1.00 1.00 X 0 0 0 SUZANNE BERRY INTERIM CEO (TO MARCH '24) 3.75 33.75 X 0 0 0 2160892 3500 387394 14 0 1 0 GRAND HYATT DFW 2337 S INTERNATIONAL PKWY DALLAS TX 75261 EVENT SERVICES 114231 NIMBLEUSER 360 CENTRAL AVE STE 1120 ST PETERSBURG FL 33701 PLATFORM LICENSING 111223 2 MEMBER DUES 900099 731082 731082 731082 141189 141189 1659193 1717919 -58726 -58726 -58726 813545 731082 0 82463 119387 318928 59355 29068 2669 5133 18226 23578 27613 24417 32467 28907 22039 808 3837 HONORARIA/AWARDS 1354 LICENSES 914 718700 99594 214909 86637 11278 77056 68111 311480 284368 10337 27112 4598646 4369195 1000 1000 4892143 5341712 9765413 10033317 358672 280777 358672 280777 X 9406741 9752540 9406741 9752540 9765413 10033317 X 94845 255954 -5000 X 0 1 X 1 1 1 0 0 1 731082 123437 123437 123437 311480 284368 27112 27112 DUE FROM AFFILIATES 5341712 5341712 X PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT AACEC6, AACEC3 AND AACECORP HAVE NOT TAKEN ANY UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024 AND 2023. X X 0 0 0 JOHNNIE WHITE CEO (FROM MARCH '24) 320988 0 0 0 0 0 10961 0 31865 0 363814 0 0 0 THOMAS P CONWAY CFO/CIO 275725 0 1000 0 0 0 10998 0 33330 0 321053 0 0 0 PAMELA WOOD CHIEF STRATEGY & ORG DEVELOPMENT 259322 0 1000 0 0 0 10684 0 36610 0 307616 0 0 0 ELIZABETH LEPKOWSKI CHIEF LEARNING OFFICER 243718 0 1000 0 0 0 10283 0 36194 0 291195 0 0 0 DEBORAH GREIF CHIEF BUSINESS DEVELOPMENT OFFICER 240435 0 1000 0 0 0 9716 0 4553 0 255704 0 0 0 KAYCE HALSTEAD DIRECTOR OF FINANCE 127877 0 1000 0 0 0 5766 0 47252 0 181895 0 0 0 SARA MORRIS DIRECTOR OF MEETINGS AND EVENTS 128711 0 1000 0 0 0 5766 0 44325 0 179802 0 0 0 CARLA STEC DIRECTOR OF GUIDELINES 134056 0 1000 0 0 0 5766 0 29761 0 170583 0 0 0 DWIGHT CHEATHAM DIGITAL STRATEGY DIRECTOR 118429 0 1000 0 0 0 5130 0 38584 0 163143 0 0 0 DIANE ALBERSON DIRECTOR OF EDUCATION DEVELOPMENT 140731 0 1000 0 0 0 5766 0 4084 0 151581 0 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 VIII, STATEMENT OF FUNCTIONAL EXPENSES. THE COMPENSATION EXPENSE REPORTED ON AACE C6'S FORM 990 PART VIII, STATEMENT OF FUNCTIONAL EXPENSES IS REDUCED BY A CORRESPONDING AMOUNT. FORM 990, PART VI, SECTION A, LINE 3 INTERIM CEO SUZANNE BERRY WAS EMPLOYED DURING THE YEAR BY BLOCH & REED LLC, A MANAGEMENT COMPANY. AACE C6 PAID $35,000 IN MANAGEMENT FEES TO BLOCH & REED, LLC DURING THE YEAR. A PORTION OF THIS EXPENSE WAS ALLOCATED TO AACE C3. AACE MADE A REASONABLE EFFORT TO OBTAIN MS. BERRY'S COMPENSATION, AS PAID BY BLOCH & REED, LLC, THAT IS ALLOCABLE TO MS. BERRY'S SERVICES TO AACE, BUT WAS NOT ABLE TO OBTAIN THIS INFORMATION. FORM 990, PART VI, SECTION A, LINE 6 PERSONS ELIGIBLE FOR APPLICATION FOR MEMBERSHIP INCLUDE ANY PERSON INTERESTED IN ADVANCING THE AACE MISSION OF "ELEVATING THE PRACTICE OF CLINICAL ENDOCRINOLOGY TO IMPROVE GLOBAL HEALTH." SUCH PERSONS WILL BE REQUIRED TO SUBMIT A MEMBERSHIP APPLICATION. APPLICATIONS WILL BE REVIEWED IN ACCORDANCE WITH THE POLICIES SET FORTH BY THE BOARD OF DIRECTORS. MEMBERSHIP WILL BECOME EFFECTIVE WHEN THE APPLICANT IS IN WRITTEN RECEIPT OF CONFIRMATION OF MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE NOMINATING COMMITTEE IS RESPONSIBLE FOR SUBMITTING TO THE BOARD OF DIRECTORS A SINGLE SLATE OF CANDIDATES FOR OFFICER POSITIONS AND BOARD FOR APPROVAL PRIOR TO THE END OF THE ASSOCIATION YEAR, BUT MAY TAKE MEMBERSHIP INPUT INTO CONSIDERATION. 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 AACE C6 MAINTAINS A COMPREHENSIVE CONFLICT OF INTEREST POLICY, WHICH IS APPLICABLE 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 C6 OFFICERS; REVIEW AACE C6 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 XI, LINE 9: LOSS ON INSURANCE PROCEEDS -5,000. AMERICAN COLLEGE OF ENDOCRINOLOGY 7643 GATE PKWY STE 104-328 JACKSONVILLE FL 32256 593215539 EDUCATION FL 501(C)(3) LINE 10 AACE 1 AACECORP INC 7643 GATE PKWY STE 104-328 JACKSONVILLE FL 32256 593341037 DIGITAL SALES FL AACE C 156856 5716 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 AACE C3 N 292361 FMV AACE C3 O 5802037 FMV AACECORP O 92021 FMV AACE C3 Q 8122046 FMV AACECORP Q 176500 FMV