STRATEGY STUDIO / PUBLIC DATA EXPLORER

AMERICAN ASSOICATION OF ENDOCRINE SURGEONS: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
AMERICAN ASSOICATION OF ENDOCRINE SURGEONS (EIN 11-3824510)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-12-17
IRS object ID
202433529349301103
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-12-17T09:50:03-06:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN453048812PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BESTEN & DIERUF PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1190 MARKET STREETAddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40507ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN113824510EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ASSOCIATION OF ENDOCRINEBusinessNameLine1Txt
Business Name Line2SURGEONSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone8595149150PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 E MAIN ST 810AddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40507ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLINWAH YIP MDPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8595149150PhoneNum
Signature2024-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW H DIERUF CPAPreparerPersonNm
PTINP01239897PTIN
Phone8592544427PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLINWAH YIP MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 E MAIN ST 810AddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40507ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$895,554GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ENDOCRINESURGERY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2006FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionADVANCE THE SCIENCE AND ART OF ENDOCRINE SURGERY THROUGH EDUCATION.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$129,367PYContributionsGrantsAmt
CY Contributions Grants$406,497CYContributionsGrantsAmt
PY Program Service Revenue$579,495PYProgramServiceRevenueAmt
CY Program Service Revenue$459,713CYProgramServiceRevenueAmt
PY Investment Income$11,051PYInvestmentIncomeAmt
CY Investment Income$25,849CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$3,495CYOtherRevenueAmt
PY Total Revenue$719,913PYTotalRevenueAmt
CY Total Revenue$895,554CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$532,197PYOtherExpensesAmt
CY Other Expenses$685,526CYOtherExpensesAmt
PY Total Expenses$532,197PYTotalExpensesAmt
CY Total Expenses$685,526CYTotalExpensesAmt
PY Revenues Less Expenses$187,716PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$210,028CYRevenuesLessExpensesAmt
Total Assets BOY$1,061,809TotalAssetsBOYAmt
Total Assets EOY$1,221,147TotalAssetsEOYAmt
Total Liabilities BOY$204,261TotalLiabilitiesBOYAmt
Total Liabilities EOY$116,685TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$857,548NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,104,462NetAssetsOrFundBalancesEOYAmt
MissionADVANCE THE SCIENCE AND ART OF ENDOCRINE SURGERY THROUGH EDUCATION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$508,017ExpenseAmt
Revenue$463,208RevenueAmt
DescAAES HELD AN ANNUAL MEETING FOR ENDOCRINE SURGEONS TO PRESENT SCIENTIFIC PAPERS, PRACTICE INNOVATIONS, SURGICAL TECHNIQUES, AND OTHER RELATED MATTERS. AAES PUBLISHES AN ANNUAL MEETING SUMMARY FOR PHYSICIAN ATTENDEES, AND PROVIDES CONTINUING MEDICAL EDUCATION THROUGH MEDICAL JOURNAL SUBSCRIPTIONS, A WEBSITE, AFFILIATIONS WITH OTHER ENDOCRINE ORGANIZATIONS, EDUCATIONAL SEMINARS, AND RESIDENT ACHIEVEMENT AWARDS.Desc
Total Program Service Expenses$508,017TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMR MANAGEMENT SERVICESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8595149150PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 E MAIN ST STE 810AddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40507ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
REBECCA SIPPEL
PRESIDENT1.50Yes (X)Yes (X)$0$0$0
CARMEN SOLORZANO TERM ENDED 42024
FORMER PRESIDENT1.50Yes (X)$0$0$0
SAREH PARANGI
PRESIDENT-ELECT1.00Yes (X)Yes (X)$0$0$0
WEN SHEN
VICE PRESIDENT0.50Yes (X)Yes (X)$0$0$0
MICHAEL YEH TERM ENDED 42024
FORMER VICE PRESIDENT0.50Yes (X)$0$0$0
BARBRA MILLER
SECRETARY2.50Yes (X)Yes (X)$0$0$0
LINWAH YIP
TREASURER0.50Yes (X)Yes (X)$0$0$0
RACHEL KELZ
RECORDER1.00Yes (X)Yes (X)$0$0$0
THOMAS FAHEY
COUNCILOR0.50Yes (X)$0$0$0
CORD STURGEON
COUNCILOR0.50Yes (X)$0$0$0
CARMEN SOLORZANO
COUNCILOR0.50Yes (X)$0$0$0
JENNIFER KUO
COUNCILOR0.50Yes (X)$0$0$0
JOYCE SHIN
COUNCILOR0.50Yes (X)$0$0$0
DAVID SCHNEIDER
COUNCILOR0.50Yes (X)$0$0$0
SCOTT WILHELM
COUNCILOR0.50Yes (X)$0$0$0
MASHA LIVHITS
COUNCILOR0.50Yes (X)$0$0$0
BENJAMIN JAMES
COUNCILOR0.50Yes (X)$0$0$0
BRENESSA LINDEMAN TERM ENDED 42024
COUNCILOR0.50Yes (X)$0$0$0
DENISE CARNEIRO-PLA TERM ENDED 4202
COUNCILOR0.50Yes (X)$0$0$0
ALLAN SIPERSTEIN TERM ENDED 42024
COUNCILOR0.50Yes (X)$0$0$0
KEPAL PATEL TERM ENDED 42024
FORMER RECORDER1.00Yes (X)$0$0$0
RACHEL KELZ TERM ENDED 42024
COUNCILOR0.50Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
HYATT REGENCY DALLAS
300 REUNION BLVDDALLASTX75207EVENT SERVICES$213,453
AMR MANAGEMENT SERVICES
201 E MAIN STREET SUITE 810LEXINGTONKY40507ASSOCIATION MANAGEMENT SERVICES$190,568
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Membership Dues$204,276MembershipDuesAmt
All Other Contributions$202,221AllOtherContributionsAmt
Total Contributions$406,497TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
REGISTRATIONS900099$378,588$378,588
SURGERY JOURNAL900099$31,500$31,500
CONTINUING MEDICAL EDU900099$29,175$29,175
FELLOWSHIP INCOME900099$20,450$20,450
FieldValueIRS element (for citing)
Total Program Service Revenue$459,713TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,849TotalRevenueColumnAmt
Exclusion$25,849ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS REVENUEDesc
Business900099BusinessCd
Total Revenue Column$3,495TotalRevenueColumnAmt
Related Or Exempt Func Income$3,495RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,495OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$895,554TotalRevenueColumnAmt
Related Or Exempt Func Income$463,208RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$25,849ExclusionAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$190,568TotalAmt
Program Services$98,143ProgramServicesAmt
Management And General$92,425ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,454TotalAmt
Management And General$4,454ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$508TotalAmt
Management And General$508ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$308TotalAmt
Management And General$308ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,049TotalAmt
Management And General$1,049ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$14,011TotalAmt
Program Services$11,675ProgramServicesAmt
Management And General$2,336ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$10,807TotalAmt
Program Services$7,426ProgramServicesAmt
Management And General$3,381ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$70,101TotalAmt
Program Services$70,101ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$10,308TotalAmt
Program Services$2,709ProgramServicesAmt
Management And General$7,599ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
FOOD AND BEVERAGE$219,275$219,275
AUDIO VISUAL$89,232$89,232
BANK FEES$25,438$25,438
JOURNAL FEES$16,466$16,466

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$33,001TotalAmt
Program Services$9,456ProgramServicesAmt
Management And General$23,545ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$685,526TotalAmt
Program Services$508,017ProgramServicesAmt
Management And General$177,509ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$294,592BOYAmt
EOY$369,743EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$251,362BOYAmt
EOY$260,340EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$15,405BOYAmt
EOY$12,251EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$31,867BOYAmt
EOY$12,256EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$468,583BOYAmt
EOY$566,557EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,061,809BOYAmt
EOY$1,221,147EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$109,236BOYAmt
EOY$16,552EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$95,025BOYAmt
EOY$100,100EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$33EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$204,261BOYAmt
EOY$116,685EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$853,997BOYAmt
EOY$1,100,911EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,551BOYAmt
EOY$3,551EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$857,548BOYAmt
EOY$1,104,462EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,061,809BOYAmt
EOY$1,221,147EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$210,028ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$36,886NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$56,965CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$57,500CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$81,125CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$129,367CurrentTaxYearMinus1YearAmt
Current Tax Year$406,497CurrentTaxYearAmt
Total$731,454TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$134,150CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$299,317CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$566,892CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$579,495CurrentTaxYearMinus1YearAmt
Current Tax Year$463,208CurrentTaxYearAmt
Total$2,043,062TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$2,000CurrentTaxYearMinus3YearsAmt
Total$2,000TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$191,115CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$358,817CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$648,017CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$708,862CurrentTaxYearMinus1YearAmt
Current Tax Year$869,705CurrentTaxYearAmt
Total$2,776,516TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$2,776,516PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,032CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,330CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,997CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,051CurrentTaxYearMinus1YearAmt
Current Tax Year$10,306CurrentTaxYearAmt
Total$43,716TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,032CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,330CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,997CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,051CurrentTaxYearMinus1YearAmt
Current Tax Year$10,306CurrentTaxYearAmt
Total$43,716TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,000CurrentTaxYearMinus4YearsAmt
Total$1,000TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$195,147CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$367,147CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$659,014CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$719,913CurrentTaxYearMinus1YearAmt
Current Tax Year$880,011CurrentTaxYearAmt
Total$2,821,232TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.98420PublicSupportCY509Pct
Investment Income CY0.01550InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCREDIT CARD PAYABLEDesc
Amt$33Amt
FieldValueIRS element (for citing)
Total Liability$33TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$927,986TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$36,886NetUnrealizedGainsInvstAmt
Revenue Not Reported$36,886RevenueNotReportedAmt
Revenue Subtotal$891,100RevenueSubtotalAmt
Investment Expenses Not Incld$4,454InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$4,454RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$895,554TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$681,072TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$681,072ExpensesSubtotalAmt
Investment Expenses Not Incld2$4,454InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$4,454ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$685,526TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationMANAGEMENT HAS ANALYZED THE TAX POSITIONS, AND HAS CONCLUDED THAT AS OF THE END OF THE YEAR UNDER AUDIT, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3AAES OUTSOURCES MANAGEMENT AND OPERATIONAL FUNCTIONS TO AMR MANAGEMENT SERVICES, A FULL SERVICE ASSOCIATION MANAGEMENT COMPANY ACCREDITED BY THE AMC INSTITUTE.
FORM 990, PART VI, SECTION A, LINE 4BYLAWS CHANGES WERE APPROVED IN APRIL 2024. ONE MEMBER TYPE WAS REMOVED ('HONORARY'), AND ONE ADDITIONAL CERTIFICATION OPTION WAS ADDED FOR ACTIVE, ALLIED SPECIALIST, AND CORRESPONDING MEMBER TYPES.
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION ALLOWS MEMBERSHIP FOR THOSE IN THE ENDOCRINE SURGEON FIELD. MEMBERSHIP IS OBTAINED THROUGH THE REMITTANCE OF DUES.
FORM 990, PART VI, SECTION A, LINE 7AOFFICERS ARE ELECTED ANNUALLY, PER THE BYLAWS.
FORM 990, PART VI, SECTION A, LINE 7BMEMBERS WHO ARE IN GOOD STANDING ARE ALLOWED TO VOTE ON THE GOVERNING BOARD.
FORM 990, PART VI, SECTION B, LINE 11BAN ELECTRONIC COPY OF FORM 990 IS PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BODY TWO WEEKS PRIOR TO FILING OF THE RETURN UPON TAX PREPARER COMPLETION OF THE IRS FORM 990. THE FORM AND ACCOMPANYING SCHEDULES WILL BE FIRST REVIEWED BY KEY MEMBERS OF THE ASSOCIATION MANAGEMENT COMPANY'S CLIENT TEAM. THEREAFTER, AN ELECTRONIC COPY OF FORM 990 (AND ACCOMPANYING SCHEDULES) WILL ALSO BE MADE AVAILABLE BY THE ASSOCIATION TO EACH VOTING MEMBER OF THE GOVERNING BODY VIA A SECURE AREA ON AAES FOUNDATION'S WEBSITE, WITH ELECTRONIC EMAIL NOTIFICATION AND INSTRUCTIONS FOR CONTACTING ASSOCIATION HEADQUARTERS WITH COMMENTS OR QUESTIONS, IF ANY. A TWO-WEEK TIMEFRAME WILL BE PROVIDED FOR GOVERNING BODY COMMENTS. FOLLOWING THE OPEN TIMEFRAME FOR GOVERNING BODY COMMENTS AND QUESTIONS, AND FOLLOWING THE RESOLUTION OF ANY QUESTIONS OR OTHER MATTERS THAT HAVE ARISEN, THE E-FILE AUTHORIZATION FORM IS SIGNED BY THE PRESIDENT OR TREASURER AND THE FORM 990 IS ELECTRONICALLY FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION'S CONFLICT OF INTEREST POLICY ADDRESSEES ISSUES RELATING TO THE GOVERNING BODY AND TO RELATED PARTIES. THE POLICY IS ON FILE FOR ANYONE TO VIEW.
FORM 990, PART VI, SECTION C, LINE 19ALL DOCUMENTS REQUIRING PUBLIC DISCLOSURE BY THE INTERNAL REVENUE SERVICE ARE MADE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE SET FORTH IN SECTION 6104(D).
FORM 990, PART XII, LINE 2C:THE ASSOCIATION'S FINANCIAL STATEMENTS WERE NOT AUDITED IN THE PRIOR YEAR. THE AUDITOR SELECTION PROCESS AND THE AUDIT REVIEW AND APPROVAL PROCESS WERE DECIDED ON BY THE MEMBERS OF THE BOARD.