Form 990 for tax year 2023
Filed by AMERICAN ASSOCIATION OF CLINICAL ENDOCRINOLOGISTS.
Totals
- Total revenue
- $816,714
- Total expenses
- $348,925
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $756,517
- Investment income
- $60,197
- Other revenue
- $0
- Total assets, end of year
- $10,161,396
- Total liabilities, end of year
- $358,672
- Net assets or fund balances, end of year
- $9,802,724
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: MEMBER DUES
total $756,517 · related or exempt $756,517
-
3 · Investment income
total $216,779 · excluded $216,779
-
7a · Gross sales of assets other than inventory
securities $2,069,616
-
7b · Less cost or other basis and sales expenses
securities $2,226,198
-
7c · Gain or loss
securities -$156,582
-
7d · Net gain or loss
total -$156,582 · excluded -$156,582
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $162,515
-
7 · Other salaries and wages
total $21,752
-
9 · Other employee benefits
total $9,849
-
10 · Payroll taxes
total $10,598
-
11a · Fees: management
total $12,194
-
11b · Fees: legal
total $5,505
-
11c · Fees: accounting
total $5,969
-
11f · Fees: investment management
total $21,428
-
11g · Fees: other
total $37,911
-
12 · Advertising and promotion
total $2,412
-
13 · Office expenses
total $5,833
-
14 · Information technology
total $35,322
-
17 · Travel
total $7,648
-
19 · Conferences, conventions and meetings
total $6,213
-
20 · Interest
total $715
-
22 · Depreciation, depletion and amortization
total $786
-
23 · Insurance
total $426
-
24e · All other expenses
total $1,849
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $150,324 · end of year $99,594
-
2 · Savings and temporary cash investments
beginning of year $37,502 · end of year $86,637
-
9 · Prepaid expenses and deferred charges
beginning of year $76,695 · end of year $77,056
-
10a · Land, buildings and equipment: cost or other basis
$284,661
-
10b · Land, buildings and equipment: accumulated depreciation
$274,324
-
10c · Land, buildings and equipment, net
beginning of year $34,325 · end of year $10,337
-
11 · Investments: publicly traded securities
beginning of year $5,359,636 · end of year $4,598,646
-
12 · Investments: other securities
beginning of year $1,000 · end of year $1,000
-
15 · Other assets
beginning of year $4,649,785 · end of year $5,288,126
-
17 · Accounts payable and accrued expenses
beginning of year $338,561 · end of year $358,672
-
24 · Unsecured notes and loans payable
beginning of year $1,258,000 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $8,712,706 · end of year $9,802,724
Mission and programs · 2023
Mission
OUR MISSION IS ELEVATING THE PRACTICE OF CLINICAL ENDOCRINOLOGY TO IMPROVE GLOBAL HEALTH.
-
COMMUNITY ENGAGEMENT - AACE IS THE WORLD'S LARGEST ORGANIZATION REPRESENTING CLINICAL ENDOCRINOLOGY, WORKING TO ELEVATE THE PRACTICE OF CLINICAL ENDOCRINOLOGY AND IMPROVE GLOBAL HEALTH. MEMBERSHIP PROVIDES ACCESS TO AACE'S PROFESSIONAL JOURNAL, COMMUNICATIONS, COMMITTEES AND DISEASE STATE NETWORKS.
As filed on the 2023 return.
Listed in Part VII
-
Paul A MarkowskiPAUL A MARKOWSKI
CEO (TO MAY '23)
- Total calculated
- $475,853
- From this org
- $436,433
- From related orgs
- $0
- Other
- $39,420
- Hours/week
- 3.75 + 33.75 related
Schedule J breakdown matched by us
- Base
- $257,491
- Bonus
- $3,942
- Other
- $175,000
- Deferred
- $25,115
- Nontaxable benefits
- $14,305
- Filer's total
- $475,853
-
Thomas P ConwayTHOMAS P CONWAY
CFO/CIO
- Total calculated
- $310,459
- From this org
- $267,505
- From related orgs
- $0
- Other
- $42,954
- Hours/week
- 3.75 + 33.75 related
Schedule J breakdown matched by us
- Base
- $254,306
- Bonus
- $13,199
- Other
- $0
- Deferred
- $11,047
- Nontaxable benefits
- $31,907
- Filer's total
- $310,459
-
Pamela WoodPAMELA WOOD
CHIEF STRATEGY & ORG DEVELOP. OFFICER
- Total calculated
- $288,744
- From this org
- $252,480
- From related orgs
- $0
- Other
- $36,264
- Hours/week
- 3.75 + 33.75 related
Schedule J breakdown matched by us
- Base
- $240,635
- Bonus
- $11,845
- Other
- $0
- Deferred
- $10,315
- Nontaxable benefits
- $25,949
- Filer's total
- $288,744
-
Elizabeth LepkowskiELIZABETH LEPKOWSKI
CHIEF LEARNING OFFICER
- Total calculated
- $284,357
- From this org
- $237,147
- From related orgs
- $0
- Other
- $47,210
- Hours/week
- 3.75 + 33.75 related
Schedule J breakdown matched by us
- Base
- $224,839
- Bonus
- $12,308
- Other
- $0
- Deferred
- $9,196
- Nontaxable benefits
- $38,014
- Filer's total
- $284,357
-
Kayce HalsteadKAYCE HALSTEAD
DIRECTOR OF FINANCE
- Total calculated
- $174,952
- From this org
- $124,132
- From related orgs
- $0
- Other
- $50,820
- Hours/week
- 3.75 + 33.75 related
Schedule J breakdown matched by us
- Base
- $124,132
- Bonus
- $0
- Other
- $0
- Deferred
- $5,559
- Nontaxable benefits
- $45,261
- Filer's total
- $174,952
-
Carla StecCARLA STEC
DIRECTOR OF GUIDELINES
- Total calculated
- $164,017
- From this org
- $131,086
- From related orgs
- $0
- Other
- $32,931
- Hours/week
- 3.75 + 33.75 related
Schedule J breakdown matched by us
- Base
- $131,086
- Bonus
- $0
- Other
- $0
- Deferred
- $5,559
- Nontaxable benefits
- $27,372
- Filer's total
- $164,017
-
Sara MorrisSARA MORRIS
DIRECTOR OF MEETINGS AND EVENTS
- Total calculated
- $146,102
- From this org
- $132,972
- From related orgs
- $0
- Other
- $13,130
- Hours/week
- 3.75 + 33.75 related
-
Diane AlbersonDIANE ALBERSON
DIRECTOR OF EDUCATION DEVELOPMENT
- Total calculated
- $146,065
- From this org
- $136,472
- From related orgs
- $0
- Other
- $9,593
- Hours/week
- 3.75 + 33.75 related
-
Deborah BlancoDEBORAH BLANCO
DIRECTOR OF LEADERSHIP SERVICES
- Total calculated
- $136,405
- From this org
- $129,345
- From related orgs
- $0
- Other
- $7,060
- Hours/week
- 3.75 + 33.75 related
-
S Sethu Reddy MDS SETHU REDDY MD
PRESIDENT
- Total calculated
- $115,083
- From this org
- $115,083
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1.5 + 5 related
-
Susan L Samson MD PhDSUSAN L SAMSON MD PHD
PRESIDENT-ELECT
- Total calculated
- $25,500
- From this org
- $25,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1.5 + 2 related
-
Scott D Isaacs MDSCOTT D ISAACS MD
TREASURER
- Total calculated
- $500
- From this org
- $500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 2 related
-
Dace L Trence MDDACE L TRENCE MD
SECRETARY
- Total calculated
- $500
- From this org
- $500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 2 related
-
Joumana T Chaiban MDJOUMANA T CHAIBAN MD
TRUSTEE
- Total calculated
- $500
- From this org
- $500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Ricardo Correa MDRICARDO CORREA MD
TRUSTEE
- Total calculated
- $500
- From this org
- $500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Navtika R Desai DoNAVTIKA R DESAI DO
TRUSTEE
- Total calculated
- $500
- From this org
- $500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Gary W Edelson MDGARY W EDELSON MD
TRUSTEE
- Total calculated
- $500
- From this org
- $500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Leslie S Eldeiry MDLESLIE S ELDEIRY MD
TRUSTEE
- Total calculated
- $500
- From this org
- $500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Geetha Gopalakrishnan MDGEETHA GOPALAKRISHNAN MD
TRUSTEE
- Total calculated
- $500
- From this org
- $500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Kenneth E Izuora MDKENNETH E IZUORA MD
TRUSTEE
- Total calculated
- $500
- From this org
- $500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Armand Krikorian MDARMAND KRIKORIAN MD
TRUSTEE (TO AUG '23)
- Total calculated
- $500
- From this org
- $500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Janet Leung MDJANET LEUNG MD
TRUSTEE
- Total calculated
- $500
- From this org
- $500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Matthew J Levine MDMATTHEW J LEVINE MD
TRUSTEE
- Total calculated
- $500
- From this org
- $500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Cheyrl R Rosenfeld DoCHEYRL R ROSENFELD DO
TRUSTEE
- Total calculated
- $500
- From this org
- $500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Archana R Sadhu MDARCHANA R SADHU MD
TRUSTEE
- Total calculated
- $500
- From this org
- $500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Elias S Siraj MDELIAS S SIRAJ MD
TRUSTEE
- Total calculated
- $500
- From this org
- $500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Melissa G Young MDMELISSA G YOUNG MD
TRUSTEE
- Total calculated
- $500
- From this org
- $500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Michelle D Lundholm MDMICHELLE D LUNDHOLM MD
FELLOW IN TRAINING (TO JUN '23)
- Total calculated
- $250
- From this org
- $250
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Sandy Bassin MDSANDY BASSIN MD
FELLOW IN TRAINING (FROM JUL '23)
- Total calculated
- $250
- From this org
- $250
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Suzanne BerrySUZANNE BERRY
INTERIM CEO (FROM JUL '23)
- Total calculated
- $0
- Hours/week
- 3.75 + 33.75 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
Answered no
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
The filer's explanations (Part III)
- 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 VIII, STATEMENT OF FUNCTIONAL EXPENSES. THE COMPENSATION EXPENSE REPORTED ON AACE C6'S FORM 990 PART VIII, STATEMENT OF FUNCTIONAL EXPENSES IS REDUCED BY A CORRESPONDING AMOUNT.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
AMERICAN COLLEGE OF ENDOCRINOLOGY
501(C)(3) · EDUCATION · FL · controlled entity
Directly controlled by AACE
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
AACECORP INC
C · DIGITAL SALES · FL · 100% owned · share of income $227,677 · share of assets $25,362 · controlled entity
Directly controlled by AACE
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 19 August 2024
- IRS schema version
- 2023v5.1
- Source object
- 202402339349300015
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