2023-04-18T08:57:28-05:00 2022-05-31 FORVIS LLP 1551 N WATERFRONT PKWY STE 300 WICHITA KS 672066601 990 2021-06-01 440536051 AMERICAN ACADEMY OF FAMILY PHYSICIANS % JENNY CLEMONS AMER 9139066000 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 662112672 CHARLOTTE KERNER CFO 9139066000 2023-04-15 true CHARLOTTE KERNER 999009999 SHAWNELL LINOT P01663908 3162652811 3 2021 2023-04-26 12:10:37Z R SHAWN MARTIN 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 662112672 87143253 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 17 419 0 4584221 0 33542990 33517803 38786138 40231434 4558538 3394435 3733911 9084701 80621577 86228373 251827 296760 0 0 48929402 48854195 0 0 0 38281277 32626930 87462506 81777885 -6840929 4450488 101712707 105697691 42200660 51378643 59512047 54319048 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 false 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 521 0 true 419 true true true false false false true true false false false X 17 17 false false false 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 773737 0 92801 SHANNON SCOTT CSO/DEVP 40.0 1.0 X 534540 0 108380 JULIE WOOD SVP 40.0 0.0 X 376539 0 97387 CHARLOTTE KERNER CFO 40.0 1.0 X 343183 0 94934 STEPHANIE QUINN SVP 40.0 0.0 X 336470 0 88082 HEATHER LEITH SVP 40.0 1.0 X 336447 0 59595 JACK WESTFALL DIRECTOR 40.0 0.0 X 305716 0 74577 AMY MULLINS MED DIR - QS TO 3/22 40.0 0.0 X 285230 0 87627 KAREN MITCHELL VP 40.0 0.0 X 288705 0 82023 STEVEN E WALDREN VP 40.0 0.0 X 291406 0 75942 HOLLY MCCOY VP TO 12/21 40.0 0.0 X 263756 0 81279 TODD DICUS COO/DEVP TO 2/21 40.0 1.0 X 303994 0 26806 STERLING RANSONE PRESIDENT 40.0 0.0 X X 254095 0 0 ADA DENISE STEWART BOARD CHAIR 27.0 0.0 X X 232000 0 0 MARGOT SAVOY SVP 40.0 0.0 X 185685 0 4001 GARY L LEROY BOARD CHAIR TO 9/21 27.0 0.0 X X 137308 0 0 TOCHI IROKU-MALIZE PRESIDENT ELECT 24.0 0.0 X X 72250 0 0 STEVEN FURR DIRECTOR 15.0 0.0 X 15489 0 0 ALAN I SCHWARTZSTEIN SPEAKER TO 9/21 18.0 0.0 X X 14871 0 0 ANDREW CARROLL DIRECTOR 15.0 0.0 X 13091 0 0 TODD SHAFFER DIRECTOR 15.0 0.0 X 12827 0 0 ANNA ASKARI DIRECTOR TO 9/21 15.0 0.0 X 12194 0 0 DENNIS GINGRICH DIRECTOR TO 9/21 15.0 0.0 X 11673 0 0 JENNIFER BRULL DIRECTOR 15.0 0.0 X 11641 0 0 CYNTHIA CICCOTELLI DIRECTOR TO 9/21 15.0 0.0 X 11500 0 0 MARY CAMPAGNOLO DIRECTOR 15.0 0.0 X 11470 0 0 RUSSELL KOHL SPEAKER 18.0 0.0 X X 11020 0 0 DANIELLE CARTER DIRECTOR TO 9/21 15.0 0.0 X 10500 0 0 DOUGLAS HENLEY CEO/EVP TO 8/20 40.0 1.0 X 6671 0 0 HARRY C KNIGHT SVP - TO 11/20 40.0 0.0 X 6445 0 0 JAMES ELLZY DIRECTOR TO 9/21 15.0 0.0 X 5750 0 0 MARGOT SAVOY DIRECTOR TO 6/21 15.0 0.0 X 5500 0 0 SAMUEL MATHIS DIRECTOR 15.0 0.0 X 5270 0 0 AMANDA STISHER DIRECTOR 15.0 0.0 X 4229 0 0 DARON GERSCH VICE SPEAKER 15.0 0.0 X X 2179 0 0 AMY HOFFMAN DIRECTOR 15.0 0.0 X 1500 0 0 SARAH NOSAL DIRECTOR 15.0 0.0 X 0 0 0 GAIL GUERRERO-TUCKER DIRECTOR 15.0 0.0 X 0 0 0 KAREN SMITH DIRECTOR 15.0 0.0 X 0 0 0 TERESA LOVINS DIRECTOR 15.0 0.0 X 0 0 0 5424347 0 973434 90 false true false QUADGRAPHICS 500 1ST AVE PITTSBURGH PA 15264 PRINTING SERVICES 1124887 ON SERVICES PO BOX 74007063 CHICAGO IL 60674 MEDIA SERVICES 685850 VML LLC 250 RICHARDS RD KANSAS CITY MO 60693 MKT/COMM CONSULTING 484348 DANIEL J EDELMAN INC 111 N CANAL ST STE 1100 CHICAGO IL 60606 PR SERVICES 1472806 JUNO LIVE 815 E ST 122469 SAN DIEGO CA 92112 MEDIA SERVICES 465815 36 31684515 1833288 0 33517803 Publications 541800 5985554 1491521 4494033 Subscription Income 561499 3543432 3543432 Courses & Program 561499 15636410 15636410 Exhibit Income 561499 1307868 1307868 _ 13758170 13758170 40231434 2240582 2240582 0 2923927 90188 2833739 290335 0 290335 0 290335 290335 1320106 0 113067 53185 1207039 -53185 1153853 1153853 0 0 0 0 0 0 1394111 748628 645484 645484 Miscellaneous Revenue 900099 69489 69489 Unclaimed Property Receipt 900099 5155466 5155466 5224955 86228373 36382885 4584221 11743464 296760 0 0 0 6812570 0 30931347 3507422 5072551 2530305 0 96779 86640 3483965 0 113067 6608870 360451 1678109 3883243 0 4722738 1277400 0 3661187 22902 0 845680 355313 Production 3401005 Repairs & Maintenance 307049 Gifts & Contributions 300962 Dues 699265 722305 81777885 3001326 2319897 0 0 84843 9500 5753729 5102883 0 0 0 0 0 0 0 0 3176113 3217239 20368338 18796134 1733902 1572204 21701509 20208704 62148082 69328602 0 0 550000 550000 3563203 3388662 101712707 105697691 13757891 14445389 0 0 25763286 27687872 0 0 0 0 0 0 0 7000000 0 0 2679483 2245382 42200660 51378643 X 58891521 54075545 620526 243503 59512047 54319048 101712707 105697691 4450488 -9643487 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 31684515 3483965 141062 3625027 4567851 0 485770 485770 0 19882568 18310364 1572204 1572204 INVESTMENT IN POOLED FUND 69328602 F 69328602 0 Deferred Compensation Plan 457 2245382 2245382 77925951 -9643487 1454132 -8189355 86115306 113067 113067 86228373 83246967 1582149 1582149 81664818 113067 113067 81777885 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 $3,982,921 COST OF GOODS SOLD 748,628 ELIMINATIONS (3,227,417) ------------ $1,454,132 SCHEDULE D, PART XII, LINE 2D RELATED ORGANIZATION REVENUES $ 4,110,938 COST OF GOODS SOLD 748,628 ELIMINATIONS (3,277,417) ------------ $1,582,149 North America 0 0 Program Services SEE PART V 481289 Europe (Including Iceland and Greenland) 0 0 Program Services SEE PART V 266238 0 0 0 0 747527 747527 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) 245260 SUPPORT AMERICAN ACADEMY OF FAMILY PHYSICIANS FND 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 446013671 501(C)(3) 21000 SUPPORT - CHFM UNITED WAY OF GREATER KC 801 W 47TH STREET SUITE 500 KANSAS CITY MO 64112 440545812 501(C)(3) 25000 MATCHING CONTRIB. 3 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 true true false STERLING RANSONE PRESIDENT 254095 0 0 0 0 0 0 0 0 0 254095 0 0 0 ADA DENISE STEWART BOARD CHAIR 232000 0 0 0 0 0 0 0 0 0 232000 0 0 0 CHARLOTTE KERNER CFO 293761 0 45000 0 4422 0 61560 0 33374 0 438117 0 2100 0 RONALD SHAWN MARTIN CEO/EVP 663154 0 80000 0 30583 0 90200 0 2601 0 866538 0 26739 0 HOLLY MCCOY VP TO 12/21 225209 0 17112 0 21435 0 47905 0 33374 0 345035 0 0 0 STEVEN E WALDREN VP 284076 0 5000 0 2330 0 49925 0 26017 0 367348 0 1520 0 KAREN MITCHELL VP 276141 0 9000 0 3564 0 55006 0 27017 0 370728 0 0 0 AMY MULLINS MED DIR - QS TO 3/22 274420 0 10000 0 810 0 54955 0 32672 0 372857 0 0 0 JACK WESTFALL DIRECTOR 291667 0 4000 0 10049 0 54050 0 20527 0 380293 0 0 0 TODD DICUS COO/DEVP TO 2/21 36385 0 0 0 267609 0 23702 0 3104 0 330800 0 21697 0 JULIE WOOD SVP 330758 0 35000 0 10781 0 64715 0 32672 0 473926 0 9077 0 HARRY C KNIGHT SVP - TO 11/20 0 0 0 0 6445 0 0 0 0 0 6445 0 6445 0 SHANNON SCOTT CSO/DEVP 456011 0 65250 0 13279 0 77340 0 31040 0 642920 0 7864 0 STEPHANIE QUINN SVP 300930 0 35000 0 540 0 59652 0 28430 0 424552 0 0 0 HEATHER LEITH SVP 304115 0 30000 0 2332 0 59595 0 0 0 396042 0 0 0 MARGOT SAVOY SVP 166543 0 0 0 19142 0 0 0 4001 0 189686 0 0 0 SCHEDULE J, PART I, LINE 1A THE BOARD OF DIRECTORS AND 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 SPOUSAL 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 4A TODD DICUS - $32,560 HOLLY MCCOY - $17,667 SCHEDULE J, PART I, LINE 4B ACCRUED PAID DOUGLAS HENLEY, M.D. $ NONE $ 6,671 R SHAWN MARTIN $ 35,900 $ 26,739 TODD DICUS $ NONE $ 21,697 SHANNON SCOTT $ 23,040 $ 7,864 CHARLOTTE KERNER $ 7,260 $ 2,100 HARRY CLIF KNIGHT $ NONE $ 6,445 JULIE WOOD $ 10,415 $ 9,077 STEVEN WALDREN $ 1,059 $ 1,520 KAREN MITCHELL $ 706 $ NONE AMY MULLINS $ 655 $ NONE STEPHANIE QUINN $ 5,658 $ NONE HEATHER LEITH $ 5,295 $ NONE JACK WESTFALL $ 8,600 $ NONE 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 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 A COPY OF THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT WAS FILED. THE FORM 990 WAS REVIEWED BY THE BOARD OF DIRECTORS AND THE COMMISSION ON FINANCE AND INSURANCE PRIOR TO FILING WITH THE IRS. AFTER THIS REVIEW, COMMENTS AND/OR CORRECTIONS WERE PROVIDED TO THE ACCOUNTANT. THE FORM 990 IS THEN FINALIZED AND FILED 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 1888956 53674019 false true 0.61302 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 1833288 FMV ACADEMY 1740 INC D 13819642 FMV AAFP POOLED INVESTMENT FUND A 1735711 FMV AAFP POOLED INVESTMENT FUND S 3431585 FMV AAFP INSURANCE SERVICES A 90188 FMV ACADEMY 1740 INC K 3035758 FMV AAFP POOLED INVESTMENT FUND R 18431585 FMV AMERICAN ACADEMY OF FAMILY PHYSICIANS FND Q 1597794 FMV