2024-04-12T16:06:12-05:00 2023-05-31 FORVIS LLP 1551 N WATERFRONT PKWY STE 300 WICHITA KS 672066601 990 2022-06-01 440536051 AMERICAN ACADEMY OF FAMILY PHYSICIANS % JENNY CLEMONS AMER 9139066000 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 662112672 CHARLOTTE KERNER CFO 9139066000 2024-04-15 true CHARLOTTE KERNER 999009999 SHAWNELL LINOT P01663908 3162652811 2 2022 2023-04-26 12:10:37Z R SHAWN MARTIN 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 662112672 87057010 false 1077 X WWW.AAFP.ORG X 1947 IL THE MISSION OF AAFP IS TO IMPROVE THE HEALTH OF PATIENTS, FAMILIES, AND COMMUNITIES BY SERVING THE NEEDS OF MEMBERS WITH PROFESSIONALISM AND CREATIVITY. 17 17 429 0 5445941 0 33517803 34067143 40231434 44035313 3394435 4210926 9084701 4051253 86228373 86364635 296760 428354 0 0 48854195 49545877 0 0 0 32626930 45151773 81777885 95126004 4450488 -8761369 105697691 96025059 51378643 54862353 54319048 41162706 THE MISSION OF THE AMERICAN ACADEMY OF FAMILY PHYSICIANS IS TO IMPROVE THE HEALTH OF PATIENTS, FAMILIES, AND COMMUNITIES BY SERVING THE NEEDS OF MEMBERS WITH PROFSSIONALISM AND CREATIVITY. false false THE PROMOTION OF COMMON BUSINESS INTEREST OF FAMILY PHYSICIANS THROUGH CONTINUING MEDICAL EDUCATIONAL PROGRAMS, CONFERENCES, AND OTHER METHODS OF ENHANCING THE PRACTICE OF FAMILY MEDICINE. false true true true false false false false false true true false true true true false true false false true false false false false false false true false true false false false false false false false false false false false true true true true true 881 0 true 429 true true true false false false true true false false false X 17 17 false false true false true true false true true false true true true true true true true true true true false KS X JENNY CLEMONS 9139066000 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 X RONALD SHAWN MARTIN CEO/EVP 40.0 1.0 X 806212 0 104974 SHANNON SCOTT CSO/DEVP 40.0 1.0 X 587203 0 116097 JULIE WOOD SVP 40.0 0.0 X 395457 0 103407 CHARLOTTE KERNER CFO 40.0 1.0 X 353169 0 98803 STEPHANIE QUINN SVP 40.0 0.0 X 354294 0 96349 MARGOT SAVOY SVP 40.0 0.0 X 376203 0 56904 HEATHER LEITH SVP 40.0 1.0 X 361284 0 64940 KAREN MITCHELL VP 40.0 0.0 X 309382 0 88196 STEVEN WALDREN VP 40.0 0.0 X 314770 0 78656 HEATHER PALMER VP 40.0 0.0 X 278002 0 82367 YALDA JABBARPOUR DIRECTOR 40.0 0.0 X 263669 0 47310 STERLING RANSON BOARD CHAIR BEG 9/22 27.0 0.0 X X 298190 0 0 KAREN JOHNSON VP 40.0 0.0 X 267001 0 13493 TOCHI IROKU-MALIZE PRESIDENT BEG 9/22 40.0 0.0 X X 258561 0 0 ADA STEWART BOARD CHAIR END 9/22 27.0 0.0 X X 189216 0 0 STEVEN FURR PRESIDENT-ELECT BEG 9/22 24.0 0.0 X X 111642 0 0 KAREN SMITH DIRECTOR 15.0 0.0 X 24425 0 0 AMANDA STISHER DIRECTOR END 9/22 15.0 0.0 X 22572 0 0 AMY HOFFMAN DIRECTOR END 9/22 15.0 0.0 X 22447 0 0 DARON GERSCH VICE SPEAKER 15.0 0.0 X X 22364 0 0 TODD SHAFFER DIRECTOR 15.0 0.0 X 22085 0 0 JAY LEE DIRECTOR BEG 9/22 15.0 0.0 X 21600 0 0 ANDREW CARROLL DIRECTOR END 9/22 15.0 0.0 X 20350 0 0 SARAH NOSAL DIRECTOR 15.0 0.0 X 19470 0 0 SAMUEL MATHIS DIRECTOR END 9/22 15.0 0.0 X 19055 0 0 RUSSELL KOHL SPEAKER 18.0 0.0 X X 18172 0 0 JENNIFER BRULL DIRECTOR 15.0 0.0 X 17816 0 0 GAIL GUERRERO-TUCKER DIRECTOR 15.0 0.0 X 16190 0 0 TERESA LOVINS DIRECTOR 15.0 0.0 X 15141 0 0 CHASE MUSSARD DIRECTOR BEG 9/22 15.0 0.0 X 14817 0 0 MARY CAMPAGNOLO DIRECTOR 15.0 0.0 X 9000 0 0 RUPAL BHINGRADIA DIRECTOR BEG 9/22 15.0 0.0 X 8900 0 0 RICHARD EASTERLING DIRECTOR BEG 9/22 15.0 0.0 X 6300 0 0 KISHA DAVIS DIRECTOR BEG 9/22 15.0 0.0 X 4251 0 0 5718623 0 951496 97 false true false QUADGRAPHICS 500 1ST AVE PITTSBURGH PA 15264 PRINTING SERVICES 1280948 ON SERVICES PO BOX 74007063 CHICAGO IL 60674 MEDIA SERVICES 1173813 IFTHEN DIGITAL LLC 150 INTERSTATE NORTH PKWY ATLANTA GA 30339 MKT/COMM CONSULTING 1007586 DANIEL J EDELMAN INC 111 N CANAL ST STE 1100 CHICAGO IL 60606 PR SERVICES 1896063 FREEMAN PO BOX 734596 DALLAS TX 75373 CONVENTION SERVICES 1600039 51 32266766 1800377 0 34067143 Publications 541800 8088262 2817466 5270796 Subscription Income 561499 3476046 3476046 Courses & Program 561499 15850742 15850742 Meeting 561499 504828 504828 Exhibit Income 561499 3003150 3003150 13112285 13112285 44035313 2202448 2202448 0 2989719 175145 2814574 282118 0 282118 0 282118 282118 2200120 0 119299 72343 2080821 -72343 2008478 2008478 0 0 0 0 0 0 974995 500733 474262 474262 Miscellaneous Revenue 900099 305154 305154 305154 86364635 39238779 5445941 7612772 428354 0 0 0 6676793 0 31694865 3585925 4990618 2597676 0 283048 87046 3139094 0 119299 8140736 931424 1612236 3789058 0 4668224 3223427 0 10306522 343245 0 793966 289594 Production 4155165 Repairs & Maintenance 307115 Gifts & Contributions 205263 Dues 710160 2047151 95126004 2319897 1728694 0 0 9500 108188 5102883 5477794 0 0 0 0 0 0 0 0 3217239 3169092 21100643 19267283 1572204 1833360 20208704 18253662 69328602 57889691 0 0 550000 550000 3388662 7014578 105697691 96025059 14445389 14965564 0 0 27687872 27608903 0 0 0 0 0 0 7000000 6500000 0 0 2245382 5787886 51378643 54862353 X 54075545 40908538 243503 254168 54319048 41162706 105697691 96025059 -8761369 -4394973 X false true X true true true RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false AAFP PAC 1133 CONNECTICUT NW S WASHINGTON DC 20036 562512251 0 0 false false true 32266766 3139094 3139094 4840015 0 493789 493789 0 20606854 18773493 1833360 1833360 INVESTMENT IN POOLED FUND 57889691 F 57889691 Right of Use Lease Asset 3354150 Deferred Comp Plan (457) 2141962 Due from Academy 1740 1518466 7014578 0 Right of Use Lease Liability 3645924 Deferred Compensation Plan 457 2141962 5787886 83884370 -4394981 2034015 -2360966 86245336 119299 119299 86364635 96237226 1230521 1230521 95006705 119299 119299 95126004 SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D RELATED ORGANIZATION REVENUES $4,818,208 COST OF GOODS SOLD 500,733 ELIMINATIONS (3,284,926) ------------ $2,034,015 SCHEDULE D, PART XII, LINE 2D RELATED ORGANIZATION REVENUES $ 4,014,714 COST OF GOODS SOLD 500,733 ELIMINATIONS (3,284,926) ------------ $1,230,521 North America Program Services SEE PART V 156261 Central America and the Caribbean Program Services SEE PART V 133594 Europe (Including Iceland and Greenland) Program Services SEE PART V 122992 East Asia and the Pacific Program Services SEE PART V 170 413017 413017 false false false false false false SCHEDULE F, PART I, LINE 2 ACTIVITIES CONDUCTED OUTSIDE THE UNITED STATES ARE TO SUPPORT PROGRAM SERVICES AND ARE NOT CONSIDERED GRANT FUNDS. ACTIVITIES ARE GENERALLY MILESTONE RELATED, PER A CONTRACT OR FEE FOR SERVICES. true ANNALS OF FAMILY MEDICINE 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 010576305 501(C)(3) 226354 SUPPORT AMERICAN ACADEMY OF FAMILY PHYSICIANS FND 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 446013671 501(C)(3) 43000 MATCHING GRANT FUNDS UNITED WAY OF GREATER KC 801 W 47TH STREET SUITE 500 KANSAS CITY MO 64112 440545812 501(C)(3) 28000 MATCHING CONTRIB. NATIONAL ACADEMY OF SCIENCES 500 FIFTH ST NW KECK 1057 WASHINGTON DC 20001 530196932 501(C)(3) 100000 SUPPORT 4 0 SCHEDULE I, PART I, LINE 2 THE AAFP PROVIDES SUPPORT AND GRANTS TO ORGANIZATIONS WHICH ARE RECOGNIZED PUBLIC CHARITIES AND RECOGNIZED PROFESSIONAL ASSOCIATIONS PRIMARILY ASSOCIATED WITH THE FAMILY MEDICINE DISCIPLINE, MEDICAL AND HEALTH CARE FIELD THAT THE AAFP MAINTAINS CONTACT WITH THE GRANTEES THROUGH ITS EXEMPT ACTIVITIES PERFORMANCE. X X true true X X X X X false true false MARGOT SAVOY SVP 340393 0 35000 0 810 0 47150 0 9754 0 433107 0 0 0 JULIE WOOD SVP 345912 0 35000 0 14545 0 69588 0 33819 0 498864 0 10415 0 STEPHANIE QUINN SVP 321096 0 30000 0 3198 0 62530 0 33819 0 450643 0 5658 0 HEATHER PALMER VP 260499 0 16261 0 1242 0 52458 0 29909 0 360369 0 0 0 KAREN JOHNSON VP 252888 0 10549 0 3564 0 2844 0 10649 0 280494 0 0 0 KAREN MITCHELL VP 286343 0 18769 0 4270 0 60312 0 27884 0 397578 0 706 0 STEVEN WALDREN VP 295075 0 17826 0 1869 0 53082 0 25574 0 393426 0 1059 0 YALDA JABBARPOUR DIRECTOR 256735 0 6431 0 503 0 47310 0 0 0 310979 0 0 0 RONALD SHAWN MARTIN CEO/EVP 681187 0 85500 0 39525 0 95694 0 9280 0 911186 0 35900 0 CHARLOTTE KERNER CFO 313587 0 30000 0 9582 0 65060 0 33743 0 451972 0 7260 0 HEATHER LEITH SVP 323667 0 30000 0 7617 0 64940 0 0 0 426224 0 5295 0 SHANNON SCOTT CSO/DEVP 501813 0 60000 0 25390 0 83788 0 32309 0 703300 0 23040 0 STERLING RANSON BOARD CHAIR BEG 9/22 298190 0 0 0 0 0 0 0 0 0 298190 0 0 0 TOCHI IROKU-MALIZE PRESIDENT BEG 9/22 258561 0 0 0 0 0 0 0 0 0 258561 0 0 0 ADA STEWART BOARD CHAIR END 9/22 189216 0 0 0 0 0 0 0 0 0 189216 0 0 0 SCHEDULE J, PART I, LINE 1A THE OFFICERS ARE PROVIDED FIRST-CLASS TRAVEL. THE AMOUNT IS NOT INCLUDED AS REPORTABLE COMPENSATION ON THE DIRECTOR'S FORM 1099 NOR THE OFFICER'S FORM W-2. THE BOARD OF DIRECTORS, OFFICERS, AND KEY EMPLOYEES ARE PROVIDED COMPANION TRAVEL. THE AMOUNT IS INCLUDED AS REPORTABLE COMPENSATION ON THE DIRECTOR'S FORM 1099 AND THE OFFICER'S AND KEY EMPLOYEE'S FORM W-2. SCHEDULE J, PART I, LINE 4B REPORTABLE DEFERRED R SHAWN MARTIN $ 35,900 $ 36,594 SHANNON SCOTT $ 23,040 $ 24,688 CHARLOTTE KERNER $ 7,260 $ 5,960 HEATHER LEITH $ 5,295 $ 5,840 JULIE WOOD $ 10,415 $ 10,488 STEPHANIE QUINN $ 5,658 $ 6,107 MARGOT SAVOY $ NONE $ 2,911 STEVEN WALDREN $ 1,059 $ 1,972 KAREN MITCHELL $ 706 $ 1,314 THE SUPPLEMENTAL RETIREMENT PLAN IS A NONQUALIFIED PLAN FOR THOSE WHO EXCEED THE IRS MAXIMUM RETIREMENT COMPENSATION. THE INTENT IS TO MATCH THE RETIREMENT CONTRIBUTIONS HAD THE MAXIMUMS NOT BEEN IN PLACE. SECTION 457F COMPENSATION IS TAXED IN THE YEAR OF THE VESTING, BUT THE RECIPIENT CANNOT ACCESS THE FUNDS UNTIL RETIREMENT. FORM 990, PART VI, SECTION A, LINE 4 EFFECTIVE DATE OF MOST RECENT BYLAWS: 09/21/2022 THE BYLAWS WERE CHANGED TO CLARIFY THAT THE BOARD HAS THE AUTHORITY TO CONVERT THE ANNUAL MEETING TO A VIRTUAL MEETING IF DEEMED NECESSARY, AND DOCUMENTS THE COMMUNICATION PROCESS REGARDING THE DECISION MADE. THERE WAS ALSO A CHANGE TO REMOVE THE REFERENCE TO AOA ACCREDIDATION IN THE RESIDENT ELIGIBILITY CRITERIA. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A MEMBERSHIP ASSOCIATION OF FAMILY PHYSICIANS. THE CLASSES OF MEMBERSHIP INCLUDE ACTIVE, INACTIVE, LIFE, HONORARY, RESIDENT, STUDENT, SUPPORTING, INTERNATIONAL AND TRANSITIONAL. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS MEMBERS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING (CPA) FIRM AND REVIEWED BY THE CFO, OR ITS DESIGNEE. ANY QUESTIONS ARE ADDRESSED AND CORRECTIONS MADE, IF NECESSARY. A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS AND THE COMMISSION ON FINANCE AND INSURANCE PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY PROVIDING A COPY OF THE POLICY TO ALL BOARD MEMBERS, OFFICERS, MEMBER REPRESENTATIVES AND EMPLOYEES. THE ABOVE MENTIONED INDIVIDUALS ARE REQUIRED TO COMPLETE AND SIGN THE ACKNOWLEDGEMENT STATEMENT AND THE ANNUAL DISCLOSURE INFORMATION FORM. IF THE BOARD DETERMINES THAT AN INTERESTED PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE PERSONAL OR PRIVATE INTEREST OR ENGAGED IN A PROHIBITED ACTION, THE BOARD MAY DO ONE OR MORE OF THE FOLLOWING: COUNSEL THE INTERESTED PERSON, EXCLUDE THE INTERESTED PERSON FROM FURTHER DISCUSSIONS AND VOTING ON THE MATTER, AND SUCH OTHER ACTIONS NOT INCONSISTENT WITH THE ACADEMY BY-LAWS AND AS DETERMINED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A & 15B THE ORGANIZATION HAS A POLICY ON THE PROCESS FOR DETERMINING EXECUTIVE COMPENSATION. THE POLICY COVERS THE EXECUTIVE VICE PRESIDENT, OFFICERS OF THE ORGANIZATION, AND KEY EMPLOYEES OF THE ORGANIZATION. IT CONTAINS A SEPARATE REVIEW AND APPROVAL PROCESS, USE OF DATA AS TO COMPARABLE COMPENSATION, AND CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING FOR EACH PERSON COVERED BY THE POLICY. EXECUTIVE COMPENSATION IS REVIEWED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ACADEMY 1740 INC 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 431485548 TITLE HOLDING MO 501(C)(2) N/A AAFP true AMERICAN ACADEMY OF FAMILY PHYS FDN 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 446013671 GRANTS KS 501(C)(3) 7 AAFP true AMER ACADEMY OF FAMILY PHYSICIANS PAC 1133 CONNECTICUT NW STE 1100 WASHINGTON DC 20036 562512251 PAC IL 527 N/A AAFP true AAFP POOLED INV FD 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 431695097 ASSET MGMT MO NA EXCLUDED FROM TAX 3454804 46027589 false true 0.56456 AAFP INSURANCE SERVICES 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 431226253 INSURANCE ADMIN KS NA C CORP true true true true true false false false false false false true false false true true false true true true AMERICAN ACADEMY OF FAMILY PHYSICIANS FDN C 1800377 FMV ACADEMY 1740 INC D 12225068 FMV AAFP POOLED INVESTMENT FUND A 1578123 FMV AAFP POOLED INVESTMENT FUND S 11000000 FMV AAFP INSURANCE SERVICES A 175145 FMV ACADEMY 1740 INC K 3035758 FMV AMERICAN ACADEMY OF FAMILY PHYSICIANS FND Q 1752188 FMV