Civic Intelligence

American Assoication of Endocrine Surgeons

990 • Fiscal year 2016 • EIN 11-3824510

Jul 01, 2015 to Jun 30, 2016 • Filed on May 01, 2017

Organization Profilewww.endocrinesurgery.org
201 E MainLexington, KY 40507

(859) 514-9150

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

70th percentile

12%

Higher net margin than 70% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

38th percentile

-1.5%

Faster asset growth than 38% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

46th percentile

1.0%

Faster revenue growth than 46% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$453,621

Down $6,833 (-1.5%) from 2015

Net Assets

Up

$453,621

Up $63,065 (+16%) from 2015

Liabilities

Down

$0

Down $69,898 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin70th percentile

Revenue

Up

$512,992

Up $5,055 (+1.0%) from 2015

Expenses

Up

$449,927

Up $50,710 (+13%) from 2015

Net Income

Down

$63,065

Down $45,655 (-42%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2013: $213,744Liabilities 2013: $4,201Net Assets 2013: $209,5432013Assets 2014: $287,548Liabilities 2014: $5,712Net Assets 2014: $281,8362014Assets 2015: $460,454Liabilities 2015: $69,898Net Assets 2015: $390,5562015Assets 2016: $453,621Liabilities 2016: $0Net Assets 2016: $453,6212016Assets 2017: $517,844Liabilities 2017: $53,095Net Assets 2017: $464,7492017Assets 2018: $761,136Liabilities 2018: $190,470Net Assets 2018: $570,6662018Assets 2020: $712,539Liabilities 2020: $85,992Net Assets 2020: $626,5472020Assets 2021: $808,216Liabilities 2021: $69,635Net Assets 2021: $738,5812021Assets 2022: $984,678Liabilities 2022: $332,668Net Assets 2022: $652,0102022Assets 2023: $1,061,809Liabilities 2023: $204,261Net Assets 2023: $857,5482023Assets 2024: $1,221,147Liabilities 2024: $116,685Net Assets 2024: $1,104,4622024Assets 2025: $1,524,718Liabilities 2025: $122,750Net Assets 2025: $1,401,9682025

Highlighted filing

2016

Assets$453,621
Liabilities$0
Net Assets$453,621
Open 2016 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2013: $377,134Expenses 2013: $386,359Net Income 2013: -$9,2252013Revenue 2014: $482,772Expenses 2014: $410,479Net Income 2014: $72,2932014Revenue 2015: $507,937Expenses 2015: $399,217Net Income 2015: $108,7202015Revenue 2016: $512,992Expenses 2016: $449,927Net Income 2016: $63,0652016Revenue 2017: $466,113Expenses 2017: $454,985Net Income 2017: $11,1282017Revenue 2018: $649,126Expenses 2018: $543,209Net Income 2018: $105,9172018Revenue 2020: $195,147Expenses 2020: $267,750Net Income 2020: -$72,6032020Revenue 2021: $376,272Expenses 2021: $331,444Net Income 2021: $44,8282021Revenue 2022: $659,014Expenses 2022: $683,584Net Income 2022: -$24,5702022Revenue 2023: $719,913Expenses 2023: $532,197Net Income 2023: $187,7162023Revenue 2024: $895,554Expenses 2024: $685,526Net Income 2024: $210,0282024Revenue 2025: $878,244Expenses 2025: $619,759Net Income 2025: $258,4852025

Highlighted filing

2016

Revenue$512,992
Expenses$449,927
Net Income$63,065
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 1, 2017
Return Version
2015v3.0
Gross Receipts
$512,992
Mission and Program Overview

Mission

Advance the science and art of endocrine surgery through education.

Advance the science and art of endocrine surgery through education

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$423,941$442,899▲ $18,958
Pledges and Grants Receivable$30,000--
Prepaid Expenses and Deferred Charges$1,563$10,722▲ $9,159
Total Assets$460,454$453,621▼ $6,833
Other Assets Total$4,950--
Liabilities
Accounts Payable and Accrued Expenses$45,398--
Other Liabilities$24,500--
Total Liabilities$69,898$0▼ $69,898
Net Assets / Fund Balance
Unrestricted Net Assets$390,556$453,621▲ $63,065
Total Net Assets Fund Balance$390,556$453,621▲ $63,065
Total Liabilities and Net Assets / Fund Balance$460,454$453,621▼ $6,833
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Gerard M DohertyPast President
Sally E CartyPast President
Steven K LibuttiPresident
Peter AngelosPresident Elect
Douglas FrakerVice President
James LeeCouncil Member
Kepal N PatelCouncil Member
Linwah YipCouncil Member
Miguel HerreraCouncil Member
Sanziana RomanCouncil Member
Sonia SuggCouncil Member
Tracy S Wang MD MPHCouncil Member
Cord SturgeonRecorder
Rebecca S SippelSecretary Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
BSC ManagementAssociation Mgmt11300 W Olympic Blvd Ste 600, Los Angeles, CA 90064$126,900
Revenue and Support

Revenue Composition

Contributions and Grants
$92,200
Program Service Revenue
$419,419
Investment Income
$0
Other Revenue
$1,373
All Other Contributions
$92,200
Change in Net Assets
$63,065
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$449,927
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$254,064$11,519-$265,583
Fees for Services Management$54,700$53,250-$107,950
Other Expenses$32,274--$32,274
All Other Expenses-$17,865-$17,865
Information Technology-$7,190-$7,190
Insurance-$7,008-$7,008
Fees for Services Legal-$5,800-$5,800
Office Expenses-$4,354-$4,354
Travel-$1,053-$1,053
Fees for Services Accounting-$850-$850
Total Functional Expenses$341,038$108,889$0$449,927
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Management duties delegation Part VI line 3

“AAES contracted with BSC Management, Inc for association management.”

Members or stockholder classes and rights Part VI line 6

“The organization allows membership for those in the endocrine surgeon field. Membership is obtained through the remittance of dues.”

Member election for additional members Part VI line 7A

“Annually officers are elected per the bylaws”

Governing body decisions Part VI line 7B

“Members who are in good standings are allowed to vote on the governing body.”

Form 990 governing body review Part VI line 11

“The governing body is provided a copy of the 990.”

Conflict of interest policy compliance Part VI line 12C

“The organizations conflict of interest policy addresses issues relating to the governing body and to related parties. The policy is on file for anyone to view.”

Governing documents etc available to public Part VI line 19

“Any member of the organization or the general public may request a copy of the 990.”

Filing and Contact Details

Filer

Filer Name
American Association of Endocrine Surgeons
EIN
11-3824510
Address
201 E Main, Lexington, KY 40507

Signing Officer

Name
Rebecca S Sippel
Title
Secretary Treas
Phone
8595149150
Signed
2017-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Angelos MDPhD
Formed
2006
Legal Domicile
Il
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
14

Preparer

Firm
Meridian Business Services LLC
Address
303 S Olive, Louisburg, KS 66053
Preparer
Michele Martin
Phone
9138374230
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IRS990/PrincipalOfficerNm0Peter Angelos MDPhD
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IRS990/ReconcilationRevenueExpnssAmt063065
IRS990/RegularMonitoringEnfrcInd0true
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IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt083152
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt078879
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0558048
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02246
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0316440
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0383079
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0299880
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0199661
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IRS990ScheduleA/OtherIncome509Grp/TotalAmt020279
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98930
IRS990ScheduleA/PublicSupportPY509Pct00.98740
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02171844
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Other
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Fidelity Investments
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AAES contracted with BSC Management, Inc for association management.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization allows membership for those in the endocrine surgeon field. Membership is obtained through the remittance of dues.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Annually officers are elected per the bylaws
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Members who are in good standings are allowed to vote on the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The governing body is provided a copy of the 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The organizations conflict of interest policy addresses issues relating to the governing body and to related parties. The policy is on file for anyone to view.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Any member of the organization or the general public may request a copy of the 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Management duties delegation Part VI line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Governing documents etc available to public Part VI line 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0453621
IRS990/TotalAssetsGrp/BOYAmt0460454
IRS990/TotalAssetsGrp/EOYAmt0453621
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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$453,621
Liabilities
$0
Net assets
$453,621
Revenue
$512,992
Expenses
$449,927
Net income
$63,065
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.12$1.40$0.88$0.62$0.26
2024Detailed filing. Detailed filing data is available for this year.$1.22$0.12$1.10$0.90$0.69$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.06$0.20$0.86$0.72$0.53$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.33$0.65$0.66$0.68$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.07$0.74$0.38$0.33$0.04
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.09$0.63$0.20$0.27$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.19$0.57$0.65$0.54$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.05$0.46$0.47$0.45$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.51$0.45$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.46$0.07$0.39$0.51$0.40$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.29$0.01$0.28$0.48$0.41$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.00$0.21$0.38$0.39$0.01