AMERICAN COLLEGE OF ENDOCRINOLOGY INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN COLLEGE OF ENDOCRINOLOGY INC (EIN 59-3215539)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201803189349306970
- Schema version
- 2017v2.3
- 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 | 2018-11-14T13:49:18-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 RD STE 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 | 2017-01-01 | 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 | 245 RIVERSIDE AVE NO 200 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL MARKOWSKI | PersonNm |
| Person Title | CHEIF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 9043537878 | PhoneNum |
| Signature | 2018-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN HUSKINS | PreparerPersonNm |
| PTIN | P01081531 | PTIN |
| Phone | 9197196400 | PhoneNum |
| Preparation | 2018-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.77.128.118 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-14 | IPDt |
| IP Tm | 14:49:01 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E5619E479CD30322FD9833C0D8D7236C09A5A283 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0300F7440FFCAFEE97AE10E69CBFFC829D088163 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAUL A MARKOWSKI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 RIVERSIDE AVE NO 200 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,003,290 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AACE.COM/COLLEGE | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | PROMOTING THE ART AND SCIENCE OF CLINICAL ENDOCRINOLOGY, DIABETES, AND METABOLISM FOR THE IMPROVEMENT OF PATIENT CARE AND PUBLIC HEALTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,555,856 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,356,130 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $69,385 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $282,944 | CYProgramServiceRevenueAmt |
| PY Investment Income | $26,686 | PYInvestmentIncomeAmt |
| CY Investment Income | $33,025 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$8,366 | PYOtherRevenueAmt |
| CY Other Revenue | -$2,061 | CYOtherRevenueAmt |
| PY Total Revenue | $1,643,561 | PYTotalRevenueAmt |
| CY Total Revenue | $1,670,038 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,200 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $20,000 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $65,025 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,555,019 | PYOtherExpensesAmt |
| CY Other Expenses | $1,908,565 | CYOtherExpensesAmt |
| PY Total Expenses | $1,555,019 | PYTotalExpensesAmt |
| CY Total Expenses | $1,936,765 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $88,542 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$266,727 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,188,789 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,135,438 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,825,716 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,315,398 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,363,073 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $820,040 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE AMERICAN COLLEGE OF ENDOCRINOLOGY IS THE PREMIER ORGANIZATION ADVANCING THE CARE AND PREVENTION OF ENDOCRINE, DIABETES, AND METABOLIC DISORDERS BY PROVIDING PROFESSIONAL EDUCATION AND RELIABLE PUBLIC HEALTH INFORMATION, RECOGNIZING EXCELLENCE IN EDUCATION, RESEARCH, AND SERVICE, PROMOTING CLINICAL RESEARCH, AND GUIDING THE FUTURE OF CLINICAL ENDOCRINOLOGY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $471,004 | ExpenseAmt |
| Desc | ENDOCRINE UNIVERSITY - SINCE 2002, OVER 3,700 ENDOCRINE FELLOWS, REPRESENTING MORE THAN 130 PROGRAMS ACROSS THE COUNTRY, HAVE ATTENDED THE COURSE, WHICH IS HELD AT THE MAYO CLINIC IN ROCHESTER, MN. THE CURRICULUM IS SPECIALLY DESIGNED TO HELP PREPARE FINAL YEAR FELLOWS FOR ENTERING CLINICAL PRACTICE BY ENHANCING THEIR EXPOSURE TO KEY AREAS OF CLINICAL ENDOCRINOLOGY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $466,218 | ExpenseAmt |
| Revenue | $134,929 | RevenueAmt |
| Desc | EMPOWER PROGRAM - EMPOWERING PATIENTS TO TAKE CONTROL OF THEIR ENDOCRINE HEALTH. THE EMPOWER PROGRAM IS A PATIENT'S ONE-STOP SOURCE FOR ENDOCRINOLOGY EDUCATION FEATURING EMPOWER MAGAZINE AND ITS ASSOCIATED WEBSITE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $166,035 | ExpenseAmt |
| Desc | ACTE IS AN INITIATIVE OF THE AMERICAN COLLEGE OF ENDOCRINOLOGY TO OPTIMIZE CLINICAL ENDOCRINE CARE ACROSS DIFFERENT REGIONS, NATIONS, ETHNICITIES, AND CULTURES. ACTE WILL TRANSLATE EVIDENCE-BASED WHITE PAPERS FROM ONE SOURCE POPULATION INTO ACTIONABLE RECOMMENDATIONS FOR DOMESTIC AND INTERNATIONAL POPULATIONS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $112,983 | ExpenseAmt |
| Grant | $8,200 | GrantAmt |
| Revenue | $49,515 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $112,983 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $8,200 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $49,515 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,216,240 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | 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 | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 51 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | AK | 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 | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | 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 | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | 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 | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | 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 | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | 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 | TN | 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 | WI | 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 | 245 RIVERSIDE AVE NO 200 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| PAULINE CAMACHO MD | |||||||
| COLLEGE CHANCELLOR (FROM MAY '17) | 1.50 | 2.00 | Yes (X) | Yes (X) | $4,500 | $39,250 | $0 |
| R MACK HARRELL MD | |||||||
| COLLEGE PRESIDENT | 1.50 | 1.00 | Yes (X) | Yes (X) | $2,000 | $3,000 | $0 |
| GEORGE GRUNBERGER MD | |||||||
| COLLEGE PRESIDENT-ELECT | 1.50 | 1.00 | Yes (X) | Yes (X) | $2,000 | $43,000 | $0 |
| JEFFREY I MECHANICK MD | |||||||
| IMMEDIATE PAST PRESIDENT | 1.50 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HOWARD M LANDO MD | |||||||
| TREASURER (FROM MAY '17) | 1.50 | 2.00 | Yes (X) | Yes (X) | $0 | $4,800 | $0 |
| DANIEL EINHORN MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VIVIAN A FONSECA MD | |||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $2,000 | $0 | |
| ALAN J GARBER MD | |||||||
| TRUSTEE (TO MAY '17) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY R GARBER MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $3,000 | $0 | $0 | ||
| HOSSEIN GHARIB MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $1,500 | $0 | $0 | ||
| VED V GOSSAIN MD | |||||||
| TRUSTEE (TO MAY '17) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| YEHUDA HANDELSMAN MD | |||||||
| TRUSTEE (FROM MAY '17) | 1.00 | Yes (X) | $7,000 | $0 | $0 | ||
| S SETHU K REDDY MD | |||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE L LEDDY MD | |||||||
| TRUSTEE (FROM MAY '17) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JONATHAN D LEFFERT MD | |||||||
| EX OFFICIO (FROM MAY '17) | 1.00 | 5.00 | Yes (X) | $0 | $71,600 | $0 | |
| DEREK LEROITH MD | |||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DACE L TRENCE MD | |||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDRA L WEBER MD | |||||||
| TRUSTEE (TO MAY '17) | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DONALD C JONES | |||||||
| CHIEF EXECUTIVE OFFICER (TO MAY '17) | 1.00 | 39.00 | Yes (X) | $0 | $281,002 | $7,213 | |
| PAUL A MARKOWSKI | |||||||
| CHIEF EXECUTIVE OFFICER (FROM MAY '17) | 1.00 | 39.00 | Yes (X) | $0 | $272,500 | $21,858 | |
| MICHAEL A AVALLONE | |||||||
| CHIEF FINANCIAL OFFICER (TO AUG '17) | 1.00 | 39.00 | Yes (X) | $0 | $92,641 | $1,421 | |
| THOMAS CONWAY | |||||||
| CHIEF FINANCIAL OFFICER (FROM AUG '17) | 1.00 | 39.00 | Yes (X) | $0 | $60,577 | $3,700 | |
| DANIEL KELSEY | |||||||
| DEPUTY CEO (TO OCT '17) | 1.00 | 39.00 | Yes (X) | $0 | $178,846 | $11,335 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $20,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,049,216 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $45,527 | 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 |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $8,320 | FundraisingAmt |
| All Other Contributions | $1,347,810 | AllOtherContributionsAmt |
| Total Contributions | $1,356,130 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPOWER | 900099 | $134,929 | $134,929 |
| REGISTRATION FEES | 900099 | $101,265 | $101,265 |
| EXHIBITS | 900099 | $31,250 | $31,250 |
| INDUCTION FEES | 900099 | $15,500 | $15,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $282,944 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,302 | TotalRevenueColumnAmt |
| Exclusion | $17,302 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $309,416 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $293,693 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,723 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,723 | TotalRevenueColumnAmt |
| Exclusion | $15,723 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $11,350 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $8,320 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $39,559 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$28,209 | TotalRevenueColumnAmt |
| Exclusion | -$28,209 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,148 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,148 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $26,148 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,670,038 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $309,092 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,816 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,200 | TotalAmt |
| Program Services | $8,200 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,000 | TotalAmt |
| Program Services | $20,000 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $511 | TotalAmt |
| Management And General | $511 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,750 | TotalAmt |
| Management And General | $3,750 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,332 | TotalAmt |
| Management And General | $2,332 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,580 | TotalAmt |
| Program Services | $218,787 | ProgramServicesAmt |
| Management And General | $803 | ManagementAndGeneralAmt |
| Fundraising | $18,990 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,390 | TotalAmt |
| Program Services | $46,390 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,385 | TotalAmt |
| Program Services | $393,278 | ProgramServicesAmt |
| Management And General | $5,826 | ManagementAndGeneralAmt |
| Fundraising | $4,281 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,725 | TotalAmt |
| Program Services | $536 | ProgramServicesAmt |
| Management And General | $1,165 | ManagementAndGeneralAmt |
| Fundraising | $24 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,166 | TotalAmt |
| Management And General | $1,166 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,756 | TotalAmt |
| Program Services | $80,906 | ProgramServicesAmt |
| Fundraising | $15,850 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $464,438 | TotalAmt |
| Program Services | $440,595 | ProgramServicesAmt |
| Management And General | $83 | ManagementAndGeneralAmt |
| Fundraising | $23,760 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $633,399 | TotalAmt |
| Management And General | $633,399 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000 | TotalAmt |
| Management And General | $1,000 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXES, LICENSES, & FEES | Desc |
| Total | $3,895 | TotalAmt |
| Management And General | $123 | ManagementAndGeneralAmt |
| Fundraising | $3,772 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,238 | TotalAmt |
| Program Services | $7,548 | ProgramServicesAmt |
| Management And General | $5,342 | ManagementAndGeneralAmt |
| Fundraising | -$1,652 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,936,765 | TotalAmt |
| Program Services | $1,216,240 | ProgramServicesAmt |
| Management And General | $655,500 | ManagementAndGeneralAmt |
| Fundraising | $65,025 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,155,923 | BOYAmt |
| EOY | $1,558,410 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $621,388 | BOYAmt |
| EOY | $440,549 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,935 | BOYAmt |
| EOY | $24,995 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,741 | BOYAmt |
| EOY | $5,992 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,382 | BOYAmt |
| EOY | $24,698 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,949 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,171 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,778 | BOYAmt |
| EOY | $778 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $377,177 | BOYAmt |
| EOY | $379,296 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,961,465 | BOYAmt |
| EOY | $3,700,720 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,188,789 | BOYAmt |
| EOY | $6,135,438 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,647 | BOYAmt |
| EOY | $183,414 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,556,720 | BOYAmt |
| EOY | $944,900 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,137,349 | BOYAmt |
| EOY | $4,187,084 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,825,716 | BOYAmt |
| EOY | $5,315,398 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,152,998 | BOYAmt |
| EOY | $525,065 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,075 | BOYAmt |
| EOY | $294,975 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,363,073 | BOYAmt |
| EOY | $820,040 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,188,789 | BOYAmt |
| EOY | $6,135,438 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$266,727 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$276,306 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | 0 | FederalGrantAuditRequiredInd |
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 | $1,454,575 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,370,039 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,420,125 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,555,856 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,356,130 | CurrentTaxYearAmt |
| Total | $8,156,725 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $90,400 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $63,417 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $73,478 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $76,110 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $282,944 | CurrentTaxYearAmt |
| Total | $586,349 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,544,975 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,433,456 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,493,603 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,631,966 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,639,074 | CurrentTaxYearAmt |
| Total | $8,743,074 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $775 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,340 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,328 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,427 | CurrentTaxYearAmt |
| Total | $87,870 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $775 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,340 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,328 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,427 | CurrentTaxYearAmt |
| Total | $87,870 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $8,655,204 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,812 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,141 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,608 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,797 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,302 | CurrentTaxYearAmt |
| Total | $68,660 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,812 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,141 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,608 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,797 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,302 | CurrentTaxYearAmt |
| Total | $68,660 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $26,148 | CurrentTaxYearAmt |
| Total | $26,148 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,552,787 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,444,597 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,508,211 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,649,763 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,682,524 | CurrentTaxYearAmt |
| Total | $8,837,882 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97930 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93760 | PublicSupportPY509Pct |
| Investment Income CY | 0.00780 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,949 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,171 | DepreciationAmt |
| Book Value | $778 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $778 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY PLAN ASSETS | Desc |
| Book Value | $3,700,720 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,700,720 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY PLAN LIABILITIES | $3,908,323 |
| DUE FROM AFFILIATE | $278,761 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,187,084 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,430,959 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$276,306 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $39,559 | OtherRevenueAmt |
| Revenue Not Reported | -$236,747 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,667,706 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,332 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $2,332 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,670,038 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,973,992 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $39,559 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $39,559 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,934,433 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,332 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $2,332 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,936,765 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | MANAGEMENT HAS CONCLUDED THAT ACE, COLLEGE AND AACECORP HAVE NOT TAKEN ANY UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2017. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | GALA EXPENSES 39,559. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | GALA EXPENSES 39,559. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $19,670 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $8,320 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $11,350 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $39,559 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $19,670 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $8,320 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $11,350 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $39,559 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $39,559 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$28,209 | NetIncomeSummaryAmt |
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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DONALD C JONES | ||||||||||||||
| CHIEF EXECUTIVE OFFICER (TO MAY '17) | $0 | $272,759 | $0 | $0 | $0 | $8,243 | $0 | $0 | $0 | $7,213 | $0 | $288,215 | $0 | $0 |
| PAUL A MARKOWSKI | ||||||||||||||
| CHIEF EXECUTIVE OFFICER (FROM MAY '1 | $0 | $262,500 | $0 | $10,000 | $0 | $0 | $0 | $10,000 | $0 | $11,858 | $0 | $294,358 | $0 | $0 |
| DANIEL KELSEY | ||||||||||||||
| DEPUTY CEO (TO OCT '17) | $0 | $178,846 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $11,335 | $0 | $190,181 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | DANIEL KELCEY SEVERANCE $53,654 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION AMENDED ITS BYLAWS DURING THE YEAR TO: -MODIFY AND CLARIFY THE OPERATION OF THE NOMINATING COMMITTEE -INCREASE THE MAXIMUM NUMBER OF DIRECTORS FROM FOURTEEN TO FIFTEEN. |
| FORM 990, PART VI, SECTION A, LINE 6 | ALL AMERICAN COLLEGE OF ENDOCRINOLOGY MEMBERS MUST BE MEMBERS OF THE AMERICAN ASSOCIATION OF CLINICAL ENDOCRINOLOGISTS (AACE), THE VOTING MEMBERS OF THE BOARD OF DIRECTORS OF AACE, AND THE VOTING MEMBERS OF THE BOARD OF TRUSTEES OF THE AMERICAN COLLEGE OF ENDOCRINOLOGY SHALL, BY VIRTUE OF SUCH POSITIONS, BE MEMBERS OF THIS CORPORATION. ANY PERSON WHO CEASES TO HOLD SUCH A POSITION SHALL CEASE TO BE A MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE AMERICAN COLLEGE OF ENDOCRINOLOGY (THE COLLEGE) HAS A NOMINATING COMMITTEE WHICH SOLICITS NOMINATIONS FROM, BUT NOT LIMITED TO, THE MEMBERSHIP OF THE COLLEGE FOR THE FOLLOWING OFFICES TO BE VOTED ON BY THE MEMBERS OF THE COLLEGE AT THE MEETING OF THE COLLEGE THAT PRECEDES THE ANNUAL MEETING: PRESIDENT ELECT OF THE COLLEGE AND SIX (6) AT-LARGE POSITIONS ON THE COLLEGE BOARD OF TRUSTEES. MEMBERS SERVING ON THE NOMINATING COMMITTEE ARE SUBJECT TO CERTAIN ELIGIBILITY REQUIREMENTS ASSOCIATED WITH NOMINATIONS FOR THESE POSITIONS. |
| FORM 990, PART VI, SECTION A, LINE 7B | MEMBER APPROVAL IS REQUIRED FOR BYLAWS CHANGES, ELECTION OF BOARD MEMBERS, AND DISSOLUTION OF THE CORPORATION. MEMBERSHIP INCLUDES THE VOTING MEMBERS OF THE AMERICAN ASSOCIATION OF CLINICAL ENDOCRINOLOGISTS, INC BOARD OF DIRECTORS AND THE AMERICAN COLLEGE OF ENDOCRINOLOGY, INC BOARD OF TRUSTEES, EACH WITH EQUAL VOTING RIGHTS. THERE IS ONLY ONE CLASS OF MEMBERSHIP FOR THE AMERICAN COLLEGE OF ENDOCRINOLOGY, INC. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED BY THE ADMINISTRATIVE CFO, THE CEO, AND THE COLLEGE BOARD OF TRUSTEES PRIOR TO FILING OF THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | MEMBERS OF THE BOARD OF TRUSTEES AND ANY COMMITTEE OR TASK FORCE ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICT OR MULTIPLICITY OF INTEREST AT THE START OF EACH MEETING. THE CHAIR OF THE COMMITTEE WILL DETERMINE APPROPRIATE ACTION TO MITIGATE ANY CONFLICTS. |
| 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 EMPLOYEES; EVALUATE STIPENDS, AND OTHER COMPENSATION, PAID TO AACE OFFICERS; REVIEW AACE 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 | ENDOCRINE UNIVERSITY CONTRACTORS: PROGRAM SERVICE EXPENSES 86,018. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 86,018. ACTE CONTRACTORS: PROGRAM SERVICE EXPENSES 66,941. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 66,941. EMPOWER CONTRACTORS: PROGRAM SERVICE EXPENSES 40,368. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,368. ALL OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 25,460. MANAGEMENT AND GENERAL EXPENSES 803. FUNDRAISING EXPENSES 18,990. TOTAL EXPENSES 45,253. |
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 | 245 RIVERSIDE AVE STE 200 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32202 | 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 | 245 RIVERSIDE AVE STE 200 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593341037 | EIN |
| Primary Activities | PUBLICATIONS | 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 | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AACE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | P | TransactionTypeTxt |
| Involved | $618,602 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |