AMERICAN COLLEGE OF ENDOCRINOLOGY INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN COLLEGE OF ENDOCRINOLOGY INC (EIN 59-3215539)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-09-01
- IRS object ID
- 202522449349300502
- Schema version
- 2023v6.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-01T06:22:56-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521446779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON LAMBERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4242 SIX FORKS ROAD SUITE 1500 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593215539 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN COLLEGE OF ENDOCRINOLOGY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 9043537878 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7643 GATE PKWY STE 104-328 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32256 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHNNIE WHITE | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 9043537878 | PhoneNum |
| Signature | 2025-08-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J CALVIN MARKS | PreparerPersonNm |
| PTIN | P01226973 | PTIN |
| Phone | 9197196400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMER ASSO OF CLINICAL ENDOCRINOLOGY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHNNIE WHITE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7643 GATE PKWY STE 104-328 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32256 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,061,004 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AACE.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | OUR MISSION IS ELEVATING THE PRACTICE OF CLINICAL ENDOCRINOLOGY TO IMPROVE GLOBAL HEALTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,406,179 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,627,363 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,699,274 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,714,786 | CYProgramServiceRevenueAmt |
| PY Investment Income | $27,441 | PYInvestmentIncomeAmt |
| CY Investment Income | $26,619 | CYInvestmentIncomeAmt |
| PY Other Revenue | $892,015 | PYOtherRevenueAmt |
| CY Other Revenue | $897,742 | CYOtherRevenueAmt |
| PY Total Revenue | $8,024,909 | PYTotalRevenueAmt |
| CY Total Revenue | $9,266,510 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,787,530 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,590,866 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,496,059 | PYOtherExpensesAmt |
| CY Other Expenses | $5,606,483 | CYOtherExpensesAmt |
| PY Total Expenses | $10,288,589 | PYTotalExpensesAmt |
| CY Total Expenses | $11,202,349 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,263,680 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,935,839 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,209,693 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,679,611 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,797,600 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,460,763 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$1,587,907 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$2,781,152 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS ELEVATING THE PRACTICE OF CLINICAL ENDOCRINOLOGY TO IMPROVE GLOBAL HEALTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,982,966 | ExpenseAmt |
| Revenue | $2,451,531 | RevenueAmt |
| Desc | ANNUAL MEETING - CONDUCTED TO PRESENT SCIENTIFIC AND EDUCATIONAL TOPICS TO MEMBERS AND ATTENDEES AND TO CONDUCT BUSINESS IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,472,425 | ExpenseAmt |
| Desc | SPECIALTY SOCIETIES ADVANCING ADULT IMMUNIZATION - CDC GRANT FUNDED COLLABORATIVE TO ADDRESS HOW SPECIALISTS CAN IMPROVE IMMUNIZATION RATES IN PATIENTS LIVING WITH CHRONIC DISEASE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $488,686 | ExpenseAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,839,892 | ExpenseAmt |
| Grant | $5,000 | GrantAmt |
| Revenue | $1,263,255 | RevenueAmt |
| Desc | COMMUNITY RELATIONS; ENDOCRINE UNIVERSITY; ENDOCRINE PRACTICE; CORPORATE ADVISORY PARTNERSHIP; CERTIFICATES PROGRAM; PATIENT JOURNEY 2 - OBESITY; PATIENT JOURNEY 1 - THYROID, INTERNATIONAL PROGRAMMING, ACCR; DIABETES TECHNOLOGY; INTENSIFYING DIABETES THERAPIES; IMPROVING OBESITY DIAGNOSIS AND TREATMENT; ONLINE EDUCATION; PATIENT JOURNEY 3 - DIABETES TECHNOLOGY; MANAGING NAFLD AND NASH; BRANDED AND SPONSORED CONTENT; GUIDE FOR PATIENTS WITH GHD FROM CHILDHOOD TO ADULTHOOD; SUPPLEMENTAL - SPECIALTY SOCIETIES ADV. ADULT IMMUNIZATION; OPTIMIZING INSULIN THERAPY IN TYPE 2 DIABETES; DIABETES PRODUCTS; AND OTHERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,839,892 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $5,000 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,263,255 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $7,783,969 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS CONWAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9043537878 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7643 GATE PKWY STE 104-328 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32256 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| PAUL A MARKOWSKI | |||||||||
| CEO (TO MAY '23) | 33.75 | 3.75 | Yes (X) | $0 | $436,433 | $39,420 | |||
| THOMAS P CONWAY | |||||||||
| CFO/CIO | 33.75 | 3.75 | Yes (X) | $0 | $267,505 | $42,954 | |||
| PAMELA WOOD | |||||||||
| CHIEF STRATEGY & ORG DEVELOP. OFFICER | 33.75 | 3.75 | $0 | $252,480 | $36,264 | Yes (X) | |||
| ELIZABETH LEPKOWSKI | |||||||||
| CHIEF LEARNING OFFICER | 33.75 | 3.75 | $0 | $237,147 | $47,210 | Yes (X) | |||
| KAYCE HALSTEAD | |||||||||
| DIRECTOR OF FINANCE | 33.75 | 3.75 | $0 | $124,132 | $50,820 | Yes (X) | |||
| CARLA STEC | |||||||||
| DIRECTOR OF GUIDELINES | 33.75 | 3.75 | $0 | $131,086 | $32,931 | Yes (X) | |||
| SARA MORRIS | |||||||||
| DIRECTOR OF MEETINGS AND EVENTS | 33.75 | 3.75 | $0 | $132,972 | $13,130 | Yes (X) | |||
| DIANE ALBERSON | |||||||||
| DIRECTOR OF EDUCATION DEVELOPMENT | 33.75 | 3.75 | $0 | $136,472 | $9,593 | Yes (X) | |||
| DEBORAH BLANCO | |||||||||
| DIRECTOR OF LEADERSHIP SERVICES | 33.75 | 3.75 | $0 | $129,345 | $7,060 | Yes (X) | |||
| S SETHU REDDY MD | |||||||||
| PRESIDENT | 5.00 | 1.50 | Yes (X) | $0 | $115,083 | $0 | Yes (X) | ||
| SUSAN L SAMSON MD PHD | |||||||||
| PRESIDENT-ELECT | 2.00 | 1.50 | Yes (X) | $0 | $25,500 | $0 | Yes (X) | ||
| SCOTT D ISAACS MD | |||||||||
| TREASURER | 2.00 | 1.00 | Yes (X) | $0 | $500 | $0 | Yes (X) | ||
| DACE L TRENCE MD | |||||||||
| SECRETARY | 2.00 | 1.00 | Yes (X) | $0 | $500 | $0 | Yes (X) | ||
| JOUMANA T CHAIBAN MD | |||||||||
| TRUSTEE | 1.00 | 1.00 | $0 | $500 | $0 | Yes (X) | |||
| RICARDO CORREA MD | |||||||||
| TRUSTEE | 1.00 | 1.00 | $0 | $500 | $0 | Yes (X) | |||
| NAVTIKA R DESAI DO | |||||||||
| TRUSTEE | 1.00 | 1.00 | $0 | $500 | $0 | Yes (X) | |||
| GARY W EDELSON MD | |||||||||
| TRUSTEE | 1.00 | 1.00 | $0 | $500 | $0 | Yes (X) | |||
| LESLIE S ELDEIRY MD | |||||||||
| TRUSTEE | 1.00 | 1.00 | $0 | $500 | $0 | Yes (X) | |||
| GEETHA GOPALAKRISHNAN MD | |||||||||
| TRUSTEE | 1.00 | 1.00 | $0 | $500 | $0 | Yes (X) | |||
| KENNETH E IZUORA MD | |||||||||
| TRUSTEE | 1.00 | 1.00 | $0 | $500 | $0 | Yes (X) | |||
| ARMAND KRIKORIAN MD | |||||||||
| TRUSTEE (TO AUG '23) | 1.00 | 1.00 | $0 | $500 | $0 | Yes (X) | |||
| JANET LEUNG MD | |||||||||
| TRUSTEE | 1.00 | 1.00 | $0 | $500 | $0 | Yes (X) | |||
| MATTHEW J LEVINE MD | |||||||||
| TRUSTEE | 1.00 | 1.00 | $0 | $500 | $0 | Yes (X) | |||
| CHEYRL R ROSENFELD DO | |||||||||
| TRUSTEE | 1.00 | 1.00 | $0 | $500 | $0 | Yes (X) | |||
| ARCHANA R SADHU MD | |||||||||
| TRUSTEE | 1.00 | 1.00 | $0 | $500 | $0 | Yes (X) | |||
| ELIAS S SIRAJ MD | |||||||||
| TRUSTEE | 1.00 | 1.00 | $0 | $500 | $0 | Yes (X) | |||
| MELISSA G YOUNG MD | |||||||||
| TRUSTEE | 1.00 | 1.00 | $0 | $500 | $0 | Yes (X) | |||
| MICHELLE D LUNDHOLM MD | |||||||||
| FELLOW IN TRAINING (TO JUN '23) | 1.00 | 1.00 | $0 | $250 | $0 | Yes (X) | |||
| SANDY BASSIN MD | |||||||||
| FELLOW IN TRAINING (FROM JUL '23) | 1.00 | 1.00 | $0 | $250 | $0 | Yes (X) | |||
| SUZANNE BERRY | |||||||||
| INTERIM CEO (FROM JUL '23) | 33.75 | 3.75 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,996,655 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $279,382 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FREEMAN | |||||
| 11 CANAL CENTER PLAZA STE 100 | ALEXANDRIA | VA | 22314 | EVENT SERVICES | $885,646 |
| SEATTLE CONVENTION CENTER | |||||
| 705 PIKE ST | SEATTLE | WA | 98101 | EVENT SERVICES | $578,882 |
| SPARGO INC | |||||
| 11208 WAPLES MILL RD 112 | FAIRFAX | VA | 22030 | EVENT SERVICES | $250,455 |
| THE CLEVELAND CLINIC FOUNDATION | |||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | CLINICAL PARTNER SERVICES | $187,501 |
| CADMIUM LLC | |||||
| 19 NEWPORT DR 101 | FOREST HILL | MD | 21050 | EVENT SERVICES | $175,110 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,627,363 | AllOtherContributionsAmt |
| Total Contributions | $4,627,363 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EXHIBITS | 900099 | $1,411,500 | $1,411,500 |
| REGISTRATION FEES | 900099 | $1,390,942 | $1,390,942 |
| CAP DUES | 900099 | $767,500 | $767,500 |
| MEMBER DUES/FACE FEES | 900099 | $144,844 | $144,844 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,714,786 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,366 | TotalRevenueColumnAmt |
| Exclusion | $84,366 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $897,742 | TotalRevenueColumnAmt |
| Exclusion | $897,742 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $736,747 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $794,494 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$57,747 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$57,747 | TotalRevenueColumnAmt |
| Exclusion | -$57,747 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,266,510 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,714,786 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $924,361 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
| Program Services | $5,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,489,555 | TotalAmt |
| Program Services | $847,022 | ProgramServicesAmt |
| Management And General | $642,533 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,218,397 | TotalAmt |
| Program Services | $1,921,037 | ProgramServicesAmt |
| Management And General | $1,297,360 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,246 | TotalAmt |
| Program Services | $61,134 | ProgramServicesAmt |
| Management And General | $44,112 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $484,860 | TotalAmt |
| Program Services | $285,085 | ProgramServicesAmt |
| Management And General | $199,775 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,808 | TotalAmt |
| Program Services | $173,579 | ProgramServicesAmt |
| Management And General | $119,229 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,506 | TotalAmt |
| Program Services | $175,530 | ProgramServicesAmt |
| Management And General | $17,976 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,754 | TotalAmt |
| Program Services | $2,918 | ProgramServicesAmt |
| Management And General | $55,836 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,149 | TotalAmt |
| Management And General | $67,149 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,367 | TotalAmt |
| Management And General | $10,367 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,508,523 | TotalAmt |
| Program Services | $2,142,526 | ProgramServicesAmt |
| Management And General | $365,997 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,982 | TotalAmt |
| Program Services | $288,809 | ProgramServicesAmt |
| Management And General | $27,173 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,418 | TotalAmt |
| Program Services | $146,802 | ProgramServicesAmt |
| Management And General | $106,616 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,820 | TotalAmt |
| Program Services | $133,273 | ProgramServicesAmt |
| Management And General | $257,547 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,251 | TotalAmt |
| Program Services | $29,315 | ProgramServicesAmt |
| Management And General | $12,936 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,170 | TotalAmt |
| Program Services | $182,162 | ProgramServicesAmt |
| Management And General | $82,008 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,255,834 | TotalAmt |
| Program Services | $1,185,929 | ProgramServicesAmt |
| Management And General | $69,905 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,044 | TotalAmt |
| Management And General | $8,044 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PR COMMUNICATION | $133,373 | $129,063 | $4,310 |
| HONORARIA/AWARDS | $52,318 | $52,145 | $173 |
| TAXES, LICENSES, AND FE | $20,493 | $20,493 | |
| MEDICAL WRITING | $9,761 | $9,761 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,720 | TotalAmt |
| Program Services | $12,879 | ProgramServicesAmt |
| Management And General | $8,841 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,202,349 | TotalAmt |
| Program Services | $7,783,969 | ProgramServicesAmt |
| Management And General | $3,418,380 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,988 | BOYAmt |
| EOY | $531,448 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,591 | BOYAmt |
| EOY | $49,402 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $321,105 | BOYAmt |
| EOY | $289,912 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,865 | BOYAmt |
| EOY | $300,417 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,349 | BOYAmt |
| EOY | $165,855 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,523,606 | BOYAmt |
| EOY | $2,589,758 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,880,189 | BOYAmt |
| EOY | $2,752,819 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,209,693 | BOYAmt |
| EOY | $6,679,611 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $333,443 | BOYAmt |
| EOY | $347,834 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,005,253 | BOYAmt |
| EOY | $3,425,060 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,458,904 | BOYAmt |
| EOY | $5,687,869 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,797,600 | BOYAmt |
| EOY | $9,460,763 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,518,482 | BOYAmt |
| EOY | -$4,114,477 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $930,575 | BOYAmt |
| EOY | $1,333,325 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,587,907 | BOYAmt |
| EOY | -$2,781,152 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,209,693 | BOYAmt |
| EOY | $6,679,611 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,935,839 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $298,522 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $444,072 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,076,634 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,353,266 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,097,969 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,406,179 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,627,363 | CurrentTaxYearAmt |
| Total | $15,561,411 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $430,275 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $374,850 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,554,034 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,699,274 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,714,786 | CurrentTaxYearAmt |
| Total | $10,773,219 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,506,909 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,728,116 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,652,003 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,105,453 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,342,149 | CurrentTaxYearAmt |
| Total | $26,334,630 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,950 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $150 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $400 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $272 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $150,500 | CurrentTaxYearAmt |
| Total | $153,272 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $497,458 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $389,392 | CurrentTaxYearAmt |
| Total | $886,850 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,950 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $150 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $400 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $497,730 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $539,892 | CurrentTaxYearAmt |
| Total | $1,040,122 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $25,294,508 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,256 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,247 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $654,547 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,000,772 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $982,108 | CurrentTaxYearAmt |
| Total | $2,731,930 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,256 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,247 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $654,547 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,000,772 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $982,108 | CurrentTaxYearAmt |
| Total | $2,731,930 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,152 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,291 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,556 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $480 | CurrentTaxYearMinus1YearAmt |
| Total | $32,479 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,564,317 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,788,654 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,315,106 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,106,705 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,324,257 | CurrentTaxYearAmt |
| Total | $29,099,039 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.86930 | PublicSupportCY509Pct |
| Public Support PY509 | 0.91580 | PublicSupportPY509Pct |
| Investment Income CY | 0.09390 | InvestmentIncomeCYPct |
| Investment Income PY | 0.08230 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ANNUITY PLAN ASSETS | $2,724,075 |
| DEPOSITS | $28,744 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,752,819 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATE | $3,279,907 |
| ANNUITY PLAN LIABILITIES | $2,407,962 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,687,869 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT HAS CONCLUDED THAT AACEC6, AACEC3 AND AACECORP HAVE NOT TAKEN ANY UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023 AND 2022. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | PRESENTED SCIENTIFIC AND EDUCATIONAL TOPICS TO MEMBERS AND ATTENDEES THROUGH COLLABORATIONS | $73,000 |
| MIDDLE EAST & NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | PRESENTED SCIENTIFIC AND EDUCATIONAL TOPICS TO MEMBERS AND ATTENDEES THROUGH COLLABORATIONS | $57,000 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | PRESENTED SCIENTIFIC AND EDUCATIONAL TOPICS TO MEMBERS AND ATTENDEES THROUGH COLLABORATIONS | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $133,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $133,000 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAUL A MARKOWSKI | ||||||||||||||
| CEO (TO MAY '23) | $0 | $257,491 | $0 | $3,942 | $0 | $175,000 | $0 | $25,115 | $0 | $14,305 | $0 | $475,853 | $0 | $0 |
| THOMAS P CONWAY | ||||||||||||||
| CFO/CIO | $0 | $254,306 | $0 | $13,199 | $0 | $0 | $0 | $11,047 | $0 | $31,907 | $0 | $310,459 | $0 | $0 |
| PAMELA WOOD | ||||||||||||||
| CHIEF STRATEGY & ORG DEVELOP. OFFICE | $0 | $240,635 | $0 | $11,845 | $0 | $0 | $0 | $10,315 | $0 | $25,949 | $0 | $288,744 | $0 | $0 |
| ELIZABETH LEPKOWSKI | ||||||||||||||
| CHIEF LEARNING OFFICER | $0 | $224,839 | $0 | $12,308 | $0 | $0 | $0 | $9,196 | $0 | $38,014 | $0 | $284,357 | $0 | $0 |
| KAYCE HALSTEAD | ||||||||||||||
| DIRECTOR OF FINANCE | $0 | $124,132 | $0 | $0 | $0 | $0 | $0 | $5,559 | $0 | $45,261 | $0 | $174,952 | $0 | $0 |
| CARLA STEC | ||||||||||||||
| DIRECTOR OF GUIDELINES | $0 | $131,086 | $0 | $0 | $0 | $0 | $0 | $5,559 | $0 | $27,372 | $0 | $164,017 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | PAUL A. MARKOWSKI RECEIVED SEVERANCE IN THE AMOUNT OF $175,000 FROM AACE C6. A PORTION OF THIS EXPENSE WAS ALLOCATED TO AACE C3. |
| 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 $245,000 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 | 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 1,773,882. MANAGEMENT AND GENERAL EXPENSES 182,639. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,956,521. CONSULTING FEES: PROGRAM SERVICE EXPENSES 368,644. MANAGEMENT AND GENERAL EXPENSES 183,358. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 552,002. |
| FORM 990, PART XI, LINE 9: | ACTUARIAL GAIN 444,072. |
| FORM 990: | FORM 990 HAS BEEN AMENDED TO REPORT ADJUSTED SHARED COSTS FOR OUR MEMBERSHIP EFFORTS. THE ADJUSTMENT WAS TO ALLOCATE A PORTION OF PROGRAM EXPENSES RELATED TO STAFFING, PROMOTIONS, AND OVERHEAD EXPENSES TO THE C6, FROM THE C3, IN KEEPING WITH THE ALLOCATION METHOD USED IN PRIOR YEARS. THE PORTIONS OF THE TAX RETURN IMPACTED ARE AS FOLLOWS: FORM 990, PART I: REFLECTS THE ALLOCATION IMPACT ON THE SUMMARY FINANCIAL INFORMATION FORM 990, PART III: REFLECTS THE RESTATED PROGRAM EXPENSES FORM 990, PART IX: REFLECTS THE RESTATED PROGRAM AND TOTAL EXPENSES FORM 990, PART X: REFLECTS THE RESTATED AMOUNT DUE TO AFFILIATE, AND ADJUSTED ENDING NET ASSETS FORM 990, PART XI: REFLECTS THE ADJUSTED RECONCILIATION OF NET ASSETS FORM 990, SCHEDULE D, PART X: REFLECTS THE RESTATED AMOUNT DUE TO AFFILIATE FORM 990, SCHEDULE R, PART V: REFLECTS RESTATED TRANSACTION TYPES N AND O |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ASSOCIATION OF CLINICAL ENDOCRINOLOGISTS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7643 GATE PKWY STE 104-328 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32256 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593063956 | EIN |
| Primary Activities | PROFESSIONAL ASSOCIATION | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(6) | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AACECORP INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7643 GATE PKWY STE 104-328 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32256 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593341037 | EIN |
| Primary Activities | DIGITAL SALES | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AACE C6 | ||
| N | $390,512 | FMV |
| AACE C6 | ||
| O | $5,957,045 | FMV |
| AACE C6 | ||
| P | $5,486,292 | FMV |
| AACE C6 | ||
| Q | $85,000 | FMV |