2025-10-01T10:56:55-05:00 2024-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2024-01-01 593215539 AMERICAN COLLEGE OF ENDOCRINOLOGY INC AMER 9043537878 7643 GATE PKWY STE 104-328 JACKSONVILLE FL 32256 JOHNNIE WHITE CHIEF EXECUTIVE OFFICER 9043537878 2025-09-29 1 0 J CALVIN MARKS P01226973 9197196400 2024 2025-03-06 01:10:19Z AMER ASSO OF CLINICAL ENDOCRINOLOGY JOHNNIE WHITE 7643 GATE PKWY STE 104-328 JACKSONVILLE FL 32256 11835576 0 X WWW.AACE.COM X 1992 FL OUR MISSION IS ELEVATING THE PRACTICE OF CLINICAL ENDOCRINOLOGY TO IMPROVE GLOBAL HEALTH. 19 17 0 18 0 0 4627363 5598521 3714786 3942426 26619 92915 897742 816521 9266510 10450383 5000 5000 0 0 5590866 6082803 0 0 0 5606483 5447750 11202349 11535553 -1935839 -1085170 6679611 6749071 9460763 10671124 -2781152 -3922053 X OUR MISSION IS ELEVATING THE PRACTICE OF CLINICAL ENDOCRINOLOGY TO IMPROVE GLOBAL HEALTH. 0 0 3160063 2717402 ANNUAL MEETING - CONDUCTED TO PRESENT SCIENTIFIC AND EDUCATIONAL TOPICS TO MEMBERS AND ATTENDEES AND TO CONDUCT BUSINESS IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS 1024177 SPECIALTY SOCIETIES ADVANCING ADULT IMMUNIZATION - CDC GRANT FUNDED COLLABORATIVE TO ADDRESS HOW SPECIALISTS CAN IMPROVE IMMUNIZATION RATES IN PATIENTS LIVING WITH CHRONIC DISEASE. 517226 GUIDELINES AND CONSENSUS STATEMENT DEVELOPMENT - 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. 3736165 5000 1225024 ENDOCRINE PRACTICE; ENDOCRINE UNIVERSITY; CORPORATE ADVISORY PARTNERSHIP; INTERNATIONAL PROGRAMMING; PATIENT JOURNEY 2 - OBESITY; BRANDED AND SPONSORED CONTENT; PATIENT JOURNEY 3 - DIABETES TECHNOLOGY; CERTIFICATES DEVELOPMENT; PATIENT JOURNEY 1 - THYROID; ACCR; ENDOCRINOLOGY TRAINING PROGRAM; TREATMENT OF OBESITY FOR PRIMARY CARE; CERTIFICATES PROGRAM; DIABETES TECHNOLOGY; GLP-1 RA'S ROLE IN THE MANAGEMENT OF DIABETES; RARE DISEASES SERIES; ONLINE EDUCATION; IMPROVING OBESITY DIAGNOSIS AND TREATMENT; MASLD AND MASH - EARLY IDENTIFICATION; GUIDE FOR PATIENTS WITH GHD FROM CHILDHOOD TO ADULTHOOD; COMMUNITY RELATIONS; INTENSIFYING DIABETES THERAPIES; PATIENT GUIDE - CUSHING SYNDROME; OPTIMIZING INSULIN THERAPY IN TYPE 2 DIABETES; PURPOSE RESTRICTED; DIABETES MATCH; AND MANAGING NAFLD AND NASH. 3736165 5000 1225024 8437631 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 46 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 19 17 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CT DE DC FL GA ID IL IN IA KS KY MD MA MI MN MS MT NE NH NJ NM NY NC OH OK OR PA RI SC SD TN UT VT VA WA WV WY X KAYCE HALSTEAD 9043537878 7643 GATE PKWY STE 104-328 JACKSONVILLE FL 32256 JOHNNIE WHITE CEO (FROM MARCH '24) 33.75 3.75 X 0 320988 42826 THOMAS P CONWAY CFO/CIO 33.75 3.75 X 0 276725 44328 PAMELA WOOD CHIEF STRATEGY & ORG DEVELOPMENT 33.75 3.75 X 0 260322 47294 ELIZABETH LEPKOWSKI CHIEF LEARNING OFFICER 33.75 3.75 X 0 244718 46477 DEBORAH GREIF CHIEF BUSINESS DEVELOPMENT OFFICER 33.75 3.75 X 0 241435 14269 KAYCE HALSTEAD DIRECTOR OF FINANCE 33.75 3.75 X 0 128877 53018 SARA MORRIS DIRECTOR OF MEETINGS AND EVENTS 33.75 3.75 X 0 129711 50091 CARLA STEC DIRECTOR OF GUIDELINES 33.75 3.75 X 0 135056 35527 DWIGHT CHEATHAM DIGITAL STRATEGY DIRECTOR 33.75 3.75 X 0 119429 43714 DIANE ALBERSON DIRECTOR OF EDUCATION DEVELOPMENT 33.75 3.75 X 0 141731 9850 SUSAN L SAMSON MD PHD PRESIDENT 5.00 1.50 X X 0 127900 0 SCOTT D ISAACS MD PRESIDENT-ELECT 2.00 1.50 X X 500 25500 0 RICARDO CORREA MD TRUSTEE 1.00 1.00 X 500 500 0 MATTHEW J LEVINE MD TRUSTEE 1.00 1.00 X 500 500 0 DAVID C LIEB MD TRUSTEE (FROM MAR '24) 1.00 1.00 X 500 500 0 CHERYL R ROSENFELD DO TRUSTEE 1.00 1.00 X 500 500 0 ARCHANA R SADHU MD TRUSTEE 1.00 1.00 X 500 500 0 ELIAS S SIRAJ MD TRUSTEE 1.00 1.00 X 500 500 0 S SETHU REDDY MD IMMEDIATE PAST PRESIDENT 2.00 1.50 X X 0 500 0 DACE L TRENCE MD TREASURER 2.00 1.00 X X 0 500 0 WILLIAM C BIGGS MD TRUSTEE (FROM MAR '24) 1.00 1.00 X 0 500 0 NAVTIKA R DESAI DO TRUSTEE 1.00 1.00 X 0 500 0 GARY W EDELSON MD TRUSTEE 1.00 1.00 X 0 500 0 GEETHA GOPALAKRISHNAN MD TRUSTEE 1.00 1.00 X 0 500 0 KENNETH E IZUORA MD TRUSTEE 1.00 1.00 X 0 500 0 JANET LEUNG MD TRUSTEE 1.00 1.00 X 0 500 0 MELISSA G YOUNG MD TRUSTEE 1.00 1.00 X 0 500 0 KAYLA PATEL MD FELLOW IN TRAINING (FROM JUN '24) 1.00 1.00 X 0 500 0 LESLIE S ELDEIRY MD SECRETARY 2.00 1.00 X X 0 500 0 SANDY BASSIN MD FELLOW IN TRAINING (TO JUN '24) 1.00 1.00 X 0 0 0 SUZANNE BERRY INTERIM CEO (TO MARCH '24) 33.75 3.75 X 0 0 0 3500 2160892 387394 0 0 1 0 HYATT REGENCY NEW ORLEANS PO BOX 919337 DALLAS TX 75391 EVENT SERVICES 912201 FREEMAN PO BOX 734596 DALLAS TX 75373 EVENT SERVICES 859582 SPARGO INC 11208 WAPLES MILL RD STE 112 FAIRFAX VA 22030 EVENT SERVICES 317754 MARITZ GLOBAL EVENTS-AT&L INC 1375 N HIGHWAY DR ST LOUIS MO 63099 EVENT SERVICES 181967 GOOGLE LLC 1600 AMPHITHEATRE PRKWY MOUNTAIN VIEW CA 94043 ADVERTISING SERVICES 153500 14 5598521 5598521 EXHIBITS 900099 1646500 1646500 REGISTRATION FEES 900099 1386326 1386326 CAP DUES 900099 770000 770000 MEMBER DUES/FACE FEES 900099 139600 139600 3942426 109837 109837 816521 816521 1368271 1385193 -16922 -16922 -16922 10450383 3942426 0 909436 X 5000 5000 1581113 1054415 526698 3551486 2271990 1279496 146431 93676 52755 558729 357436 201293 245044 156762 88282 38133 38133 85667 13050 72617 13837 13837 2237288 2094118 143170 369076 361749 7327 188904 162432 26472 426348 159495 266853 -865 32479 -33344 264881 99499 165382 1414629 1295864 118765 9096 5964 3132 42345 42345 PR COMMUNICATION 216522 212370 4152 HONORARIA/AWARDS 60690 60690 PROFESSIONAL DEVELOPMEN 26724 26724 DUES & SUBSCRIPTIONS 25252 25252 29223 642 28581 11535553 8437631 3097922 0 531448 151302 49402 15399 289912 291624 300417 151541 165855 224039 2589758 3306251 2752819 2608915 6679611 6749071 347834 336155 3425060 4056057 5687869 6278912 9460763 10671124 X -4114477 -5320324 1333325 1398271 -2781152 -3922053 6679611 6749071 X -1085170 188356 -244087 X 0 1 X 1 1 1 X 1353266 4097969 3406179 4627363 5598521 19083298 374850 2554034 3699274 3714786 3942426 14285370 1728116 6652003 7105453 8342149 9540947 33368668 150 400 272 150500 15000 166322 497458 389392 334789 1221639 150 400 497730 539892 349789 1387961 31980707 50247 654547 1000772 982108 926358 3614032 50247 654547 1000772 982108 926358 3614032 10291 8556 480 19327 1788654 7315106 8106705 9324257 10467305 37002027 0.86430 0.86930 0.09770 0.09390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 ANNUITY PLAN ASSETS 2608915 2608915 DUE TO AFFILIATE 3866059 ANNUITY PLAN LIABILITIES 2412853 6278912 X PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT AACEC6, AACEC3 AND AACECORP HAVE NOT TAKEN ANY UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024 AND 2023. MIDDLE EAST & NORTH AFRICA 0 0 PROGRAM SERVICES PRESENTED SCIENTIFIC AND EDUCATIONAL TOPICS TO MEMBERS AND ATTENDEES THROUGH COLLABORATIONS 166000 SOUTH ASIA 0 0 PROGRAM SERVICES PRESENTED SCIENTIFIC AND EDUCATIONAL TOPICS TO MEMBERS AND ATTENDEES THROUGH COLLABORATIONS 118000 NORTH AMERICA 0 0 PROGRAM SERVICES PRESENTED SCIENTIFIC AND EDUCATIONAL TOPICS TO MEMBERS AND ATTENDEES THROUGH COLLABORATIONS 3000 0 0 0 0 0 0 287000 0 287000 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 JOHNNIE WHITE CEO (FROM MARCH '24) 0 320988 0 0 0 0 0 10961 0 31865 0 363814 0 0 THOMAS P CONWAY CFO/CIO 0 275725 0 1000 0 0 0 10998 0 33330 0 321053 0 0 PAMELA WOOD CHIEF STRATEGY & ORG DEVELOPMENT 0 259322 0 1000 0 0 0 10684 0 36610 0 307616 0 0 ELIZABETH LEPKOWSKI CHIEF LEARNING OFFICER 0 243718 0 1000 0 0 0 10283 0 36194 0 291195 0 0 DEBORAH GREIF CHIEF BUSINESS DEVELOPMENT OFFICER 0 240435 0 1000 0 0 0 9716 0 4553 0 255704 0 0 KAYCE HALSTEAD DIRECTOR OF FINANCE 0 127877 0 1000 0 0 0 5766 0 47252 0 181895 0 0 SARA MORRIS DIRECTOR OF MEETINGS AND EVENTS 0 128711 0 1000 0 0 0 5766 0 44325 0 179802 0 0 CARLA STEC DIRECTOR OF GUIDELINES 0 134056 0 1000 0 0 0 5766 0 29761 0 170583 0 0 DWIGHT CHEATHAM DIGITAL STRATEGY DIRECTOR 0 118429 0 1000 0 0 0 5130 0 38584 0 163143 0 0 DIANE ALBERSON DIRECTOR OF EDUCATION DEVELOPMENT 0 140731 0 1000 0 0 0 5766 0 4084 0 151581 0 0 SCHEDULE J, PART II: AACE C3 CONDUCTS MANY OF THE PROGRAM ACTIVITIES PREVIOUSLY PERFORMED BY AACE C6. THE PAYROLL FUNCTION CONTINUES TO BE PERFORMED BY AACE C6, AND IS REPORTED ON THIS SCHEDULE. MUCH OF THE COMPENSATION REPORTED HERE IS ALLOCATED TO AACE C3 AND IS REPORTED ON AACE C3'S FORM 990 PART IX, STATEMENT OF FUNCTIONAL EXPENSES. THE COMPENSATION EXPENSE REPORTED ON AACE C6'S FORM 990 PART IX, STATEMENT OF FUNCTIONAL EXPENSES IS REDUCED BY A CORRESPONDING AMOUNT. FORM 990, PART VI, SECTION A, LINE 3 INTERIM CEO SUZANNE BERRY WAS EMPLOYED DURING THE YEAR BY BLOCH & REED LLC, A MANAGEMENT COMPANY. AACE C6 PAID $35,000 IN MANAGEMENT FEES TO BLOCH & REED, LLC DURING THE YEAR. A PORTION OF THIS EXPENSE WAS ALLOCATED TO AACE C3. AACE MADE A REASONABLE EFFORT TO OBTAIN MS. BERRY'S COMPENSATION, AS PAID BY BLOCH & REED, LLC, THAT IS ALLOCABLE TO MS. BERRY'S SERVICES TO AACE, BUT WAS NOT ABLE TO OBTAIN THIS INFORMATION. FORM 990, PART VI, SECTION A, LINE 6 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 1,699,799. MANAGEMENT AND GENERAL EXPENSES 117,148. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,816,947. CONSULTING FEES: PROGRAM SERVICE EXPENSES 394,319. MANAGEMENT AND GENERAL EXPENSES 5,100. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 399,419. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 20,922. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,922. FORM 990, PART XI, LINE 9: ACTUARIAL LOSS -244,087. AMERICAN ASSOCIATION OF CLINICAL ENDOCRINOLOGISTS 7643 GATE PKWY STE 104-328 JACKSONVILLE FL 32256 593063956 PROFESSIONAL ASSOCIATION FL 501(C)(6) N/A 0 AACECORP INC 7643 GATE PKWY STE 104-328 JACKSONVILLE FL 32256 593341037 DIGITAL SALES FL N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 AACE C6 N 292361 FMV AACE C6 O 5802037 FMV AACE C6 P 8122046 FMV