FURP.ORG / PUBLIC DATA EXPLORER

AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION (EIN 44-6013671)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-06
IRS object ID
202313109349302226
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-06T12:13:07-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FORVIS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11551 N WATERFRONT PKWY STE 300AddressLine1Txt
CityWICHITACityNm
State AbbreviationKSStateAbbreviationCd
ZIP672066601ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN446013671EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ACADEMY OF FAMILY PHYSICIANS FDNBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% BRENDA GASTONInCareOfNm
Business Name ControlAMERBusinessNameControlTxt
Phone9139066000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111400 TOMAHAWK CREEK PKWY Suite 440AddressLine1Txt
CityLEAWOODCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHEATHER PALMERPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone9139066000PhoneNum
Signature2023-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHEATHERPersonFirstNm
Person LastPALMERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHAWNELL LINOTPreparerPersonNm
PTINP01663908PTIN
Phone3162652811PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerHEATHER PALMERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line111400 TOMAHAWK CREEK PKWY 440AddressLine1Txt
CityLEAWOODCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,952,224GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AAFPFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1958FormationYr
Legal Domicile StateKSLegalDomicileStateCd
Activity Or MissionTHE AAFP FOUNDATION ADVANCES THE VALUES OF FAMILY MEDICINE BY PROMOTING HUMANITARIAN, EDUCATIONAL AND SCIENTIFIC INITIATIVES THAT IMPROVE THE HEALTH OF ALL PEOPLE.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers395TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$2,804,603PYContributionsGrantsAmt
CY Contributions Grants$3,629,470CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,587,494PYInvestmentIncomeAmt
CY Investment Income$2,007,728CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue-$704CYOtherRevenueAmt
PY Total Revenue$5,392,097PYTotalRevenueAmt
CY Total Revenue$5,636,494CYTotalRevenueAmt
PY Grants And Similar Paid$2,154,646PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,328,328CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$6,825PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$21,000CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,025,528CYTotalFundraisingExpenseAmt
PY Other Expenses$2,122,967PYOtherExpensesAmt
CY Other Expenses$2,586,459CYOtherExpensesAmt
PY Total Expenses$4,284,438PYTotalExpensesAmt
CY Total Expenses$4,935,787CYTotalExpensesAmt
PY Revenues Less Expenses$1,107,659PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$700,707CYRevenuesLessExpensesAmt
Total Assets BOY$25,207,430TotalAssetsBOYAmt
Total Assets EOY$23,445,539TotalAssetsEOYAmt
Total Liabilities BOY$604,349TotalLiabilitiesBOYAmt
Total Liabilities EOY$977,147TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$24,603,081NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$22,468,392NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION ADVANCES THE VALUES OF FAMILY MEDICINE BY PROMOTING HUMANITARIAN, EDUCATIONAL AND SCIENTIFIC INITIATIVES THAT IMPROVE THE HEALTH OF ALL PEOPLE.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$2,212,333ExpenseAmt
Grant$1,881,252GrantAmt
Revenue$0RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$278,659ExpenseAmt
Grant$175,600GrantAmt
Revenue$0RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$417,297ExpenseAmt
Grant$188,476GrantAmt
Revenue$0RevenueAmt
DescSEE SCHEDULE ODesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$465,465TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$83,000TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$3,373,754TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document301IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
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Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBRENDA GASTONPersonNm
Phone9139066000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111400 TOMAHAWK CREEK PARKWAYAddressLine1Txt
CityLEAWOODCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
R Shawn Martin
Board Member\Ex-Officio1.039.0Yes (X)$0$806,212$101,974
Heather E Palmer MBA MA
Executive Director32.08.0$0$278,002$79,367Yes (X)
Brenda Gaston
Assistant Controller10.030.0$0$123,817$75,084Yes (X)
Andrew JP Carroll MD FAAFP
Board Member-Resigned Oct 20221.016.0Yes (X)$0$20,350$0
Gail Guerrero-Tucker MD FAAFP
Board Member\Academy 20231.015.0Yes (X)$0$16,190$0
Mary F Campagnolo MD MBA FAAFP
Board Member\Academy 20231.015.0Yes (X)$0$9,000$0
David R Smith MD MPH FAAFP
Board Member\President8.01.0Yes (X)$5,175$900$0Yes (X)
Tomas P Owens MD
Board Member\President Elect8.01.0Yes (X)$4,950$900$0Yes (X)
Jay-Sheree Allen MD
Board Member\Treasurer2.01.0Yes (X)$2,025$900$0Yes (X)
Dominique Munroe MS-4
Board Member-Resigned Aug 20221.00.0Yes (X)$1,650$0$0
Renee Markovich MD
Board Member\Physician 20231.00.0Yes (X)$1,500$0$0
Andrea Gavin MD
Board Member\Physician 20241.00.0Yes (X)$1,200$0$0
Marci Nielsen PhD MPH
Board Member\Public 20231.00.0Yes (X)$1,050$0$0
Justin Bartos MD
Board Member\Physician 20221.00.0Yes (X)$1,050$0$0
Jake Sangster MHA
Board Member\Public 20241.00.0Yes (X)$750$0$0
Kristina Laguerre MD MBS MPH
Board Member\Physician 20241.00.0Yes (X)$600$0$0
Keith Callahan MD PC
Board Member\Physician 20231.00.0Yes (X)$450$0$0
Madeline Standbridge MS-3
Board Member\Student 20231.00.0Yes (X)$450$0$0
Christina Pedro MD MBA
Board Member-Resigned Aug 20221.00.0Yes (X)$150$0$0
Nada Mlinarevich MPH BSN
Board Member\Corporate 20231.00.0Yes (X)$0$0$0
Angela Bricco BS MBA
Board Member/Corporate 20241.00.0Yes (X)$0$0$0
Joseph Laterza MD
Board Member\Resident 20231.01.0Yes (X)$0$0$0
Knitasha Washington DHA FACHE
Board Member-Resigned Mar 20221.00.0Yes (X)$0$0$0
Martin Devine MD FAAFP
Board Member-Resigned June 2022.01.0Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$21,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,256,271TotReportableCompRltdOrgAmt
Total Other Compensation$256,425TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

FieldValueIRS element (for citing)
PersonAMERICAN ACADEMY OF FAMILY PHYSPersonNm

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line111400 TOMAHAWK CREEK PARKWAYAddressLine1Txt
CityLEAWOODCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd
FieldValueIRS element (for citing)
ServicesADMIN AND MANAGEMENTServicesDesc
Compensation$1,984,311CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Fundraising$63,145FundraisingAmt
Related Organizations$114,638RelatedOrganizationsAmt
All Other Contributions$3,451,687AllOtherContributionsAmt
Total Contributions$3,629,470TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,008,752TotalRevenueColumnAmt
Exclusion$2,008,752ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$249,887SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$250,911SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$1,024SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,024TotalRevenueColumnAmt
Exclusion-$1,024ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$63,278FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$63,145ContriRptFundraisingEventAmt
Fundraising Direct Expenses$64,819FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,541TotalRevenueColumnAmt
Exclusion-$1,541ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS REVENUEDesc
Business900099BusinessCd
Total Revenue Column$837TotalRevenueColumnAmt
Exclusion$837ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$837TotalRevenueColumnAmt
Exclusion$837ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$837OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,636,494TotalRevenueColumnAmt
Exclusion$2,007,024ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,140,378TotalAmt
Program Services$2,140,378ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$187,950TotalAmt
Program Services$187,950ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$21,000TotalAmt
Program Services$3,550ProgramServicesAmt
Management And General$12,900ManagementAndGeneralAmt
Fundraising$4,550FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$5,429TotalAmt
Program Services$2,745ProgramServicesAmt
Fundraising$2,684FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$30,408TotalAmt
Management And General$30,408ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$38,296TotalAmt
Program Services$13,861ProgramServicesAmt
Management And General$24,435ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,850,671TotalAmt
Program Services$905,048ProgramServicesAmt
Management And General$366,718ManagementAndGeneralAmt
Fundraising$578,905FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$27,469TotalAmt
Program Services$4,237ProgramServicesAmt
Fundraising$23,232FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,283TotalAmt
Program Services$481ProgramServicesAmt
Management And General$997ManagementAndGeneralAmt
Fundraising$805FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$65,182TotalAmt
Program Services$4,266ProgramServicesAmt
Management And General$1,719ManagementAndGeneralAmt
Fundraising$59,197FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$105,952TotalAmt
Program Services$41,572ProgramServicesAmt
Management And General$38,749ManagementAndGeneralAmt
Fundraising$25,631FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$189,255TotalAmt
Program Services$18,569ProgramServicesAmt
Management And General$38,731ManagementAndGeneralAmt
Fundraising$131,955FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$38,612TotalAmt
Program Services$38,612ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$11,195TotalAmt
Program Services$3,767ProgramServicesAmt
Management And General$7,428ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MAILING SERVICES AND POSTAGE$59,073$834$615$57,624
DESIGN AND PRINTING$109,716$3,200$2,867$103,649
OTHER PROGRAM EXPENSES$33,391$4,534$8,331$20,526
BANK CHARGES$19,527$150$2,607$16,770

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,935,787TotalAmt
Program Services$3,373,754ProgramServicesAmt
Management And General$536,505ManagementAndGeneralAmt
Fundraising$1,025,528FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,839,670BOYAmt
EOY$2,251,649EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$148,188BOYAmt
EOY$155,529EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$119,624BOYAmt
EOY$218,630EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$73,067BOYAmt
EOY$136,003EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$457,378LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$349,068LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$141,181BOYAmt
EOY$108,310EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$20,456,999BOYAmt
EOY$18,176,375EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,428,701BOYAmt
EOY$2,399,043EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$25,207,430BOYAmt
EOY$23,445,539EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$328,401BOYAmt
EOY$732,456EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$87,891BOYAmt
EOY$55,155EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$29,600EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$188,057BOYAmt
EOY$159,936EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$604,349BOYAmt
EOY$977,147EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$18,234,040BOYAmt
EOY$16,679,675EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,369,041BOYAmt
EOY$5,788,717EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$24,603,081BOYAmt
EOY$22,468,392EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$25,207,430BOYAmt
EOY$23,445,539EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$700,707ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$2,782,989NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$52,407OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,746,095CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,322,183CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,239,743CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,804,603CurrentTaxYearMinus1YearAmt
Current Tax Year$3,629,470CurrentTaxYearAmt
Total$14,742,094TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,746,095CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,322,183CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,239,743CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,804,603CurrentTaxYearMinus1YearAmt
Current Tax Year$3,629,470CurrentTaxYearAmt
Total$14,742,094TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,443,775SubstantialContributorsTotAmt
Public Support Total170$11,298,319PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,589,344CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,919,059CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,731,784CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,460,619CurrentTaxYearMinus1YearAmt
Current Tax Year$2,008,752CurrentTaxYearAmt
Total$9,709,558TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$837CurrentTaxYearAmt
Total$837TotalAmt
FieldValueIRS element (for citing)
Total Support$24,452,489TotalSupportAmt
Public Support CY1700.46205PublicSupportCY170Pct
Public Support PY1700.46986PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,766,398BeginningYearBalanceAmt
Contributions$230,819ContributionsAmt
Investment Earnings Or Losses-$1,859,828InvestmentEarningsOrLossesAmt
Grants Or Scholarships$69,750GrantsOrScholarshipsAmt
Other Expenditures$633,011OtherExpendituresAmt
Administrative Expenses$30,993AdministrativeExpensesAmt
End Year Balance$15,403,635EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,383,655BeginningYearBalanceAmt
Contributions$158,450ContributionsAmt
Investment Earnings Or Losses$2,870,267InvestmentEarningsOrLossesAmt
Grants Or Scholarships$34,650GrantsOrScholarshipsAmt
Other Expenditures$579,302OtherExpendituresAmt
Administrative Expenses$32,022AdministrativeExpensesAmt
End Year Balance$17,766,398EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,569,686BeginningYearBalanceAmt
Contributions$320,964ContributionsAmt
Investment Earnings Or Losses$1,082,670InvestmentEarningsOrLossesAmt
Grants Or Scholarships$84,379GrantsOrScholarshipsAmt
Other Expenditures$479,186OtherExpendituresAmt
Administrative Expenses$26,100AdministrativeExpensesAmt
End Year Balance$15,383,655EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,464,940BeginningYearBalanceAmt
Contributions$107,622ContributionsAmt
Investment Earnings Or Losses$2,536,493InvestmentEarningsOrLossesAmt
Grants Or Scholarships$13,905GrantsOrScholarshipsAmt
Other Expenditures$489,328OtherExpendituresAmt
Administrative Expenses$36,136AdministrativeExpensesAmt
End Year Balance$14,569,686EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,566,013BeginningYearBalanceAmt
Contributions$158,273ContributionsAmt
Investment Earnings Or Losses-$703,571InvestmentEarningsOrLossesAmt
Grants Or Scholarships$18,917GrantsOrScholarshipsAmt
Other Expenditures$459,110OtherExpendituresAmt
Administrative Expenses$77,748AdministrativeExpensesAmt
End Year Balance$12,464,940EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.70484BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.09323PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.20193TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp
BuildingsBuildingsGrp
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$457,378OtherCostOrOtherBasisAmt
Depreciation$349,068DepreciationAmt
Book Value$108,310BookValueAmt
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildingsGrp
Total Book Value Land Buildings$108,310TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
INVESTMENT IN AFFILIATE$910,451C
ALTERNATIVE INVESTMENTS$744,296F
FieldValueIRS element (for citing)
Total Book Value Securities$1,654,747TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLIABILITY TO LIFE BENEFICIARYDesc
Amt$159,936Amt
FieldValueIRS element (for citing)
Total Liability$159,936TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$5,086,558TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$2,782,989NetUnrealizedGainsInvstAmt
Other Revenue$3,696,349OtherRevenueAmt
Revenue Not Reported$913,360RevenueNotReportedAmt
Revenue Subtotal$4,173,198RevenueSubtotalAmt
Investment Expenses Not Incld$38,296InvestmentExpensesNotIncldAmt
Other Revenues Not Included$1,425,000OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$1,463,296RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,636,494TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$7,221,247TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$2,323,756OtherExpensesIncludedAmt
Expenses Not Reported$2,323,756ExpensesNotReportedAmt
Expenses Subtotal$4,897,491ExpensesSubtotalAmt
Investment Expenses Not Incld2$38,296InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$38,296ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,935,787TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART V, LINE 4MEDICAL RESEARCH BENEFITING FAMILY PRACTICE THROUGH THE ROBERT GRAHAM CENTER. SUPPORT OF FAMILY PRACTICE MEDICAL RESIDENTS AND STUDENTS THROUGH SCHOLARSHIPS, GRANT FUNDING AND OTHER. GRANTS TO SUPPORT RESEARCH THAT IMPACTS FAMILY PHYSICIAN PATIENT CARE. SUPPORT OF THE CENTER FOR THE HISTORY OF FAMILY MEDICINE. PROVIDE SUPPORT FOR PHILANTHROPIC WORK BENEFITING THE HEALTH OF CHILDREN IN THE U.S. AND/OR INTERNATIONALLY.
SCHEDULE D, PART X, LINE 2MANAGEMENT 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 2DRELATED ORGANIZATION REVENUE $3,696,349
SCHEDULE D, PART XI, LINE 4BDIVIDEND RECEIVED FROM RELATED ORGANIZATION $1,425,000
SCHEDULE D, PART XII, LINE 2DRELATED ORGANIZATION EXPENSE $2,323,756

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1VIP BENEFITEvent1Nm
Gross Receipts Event1$41,100GrossReceiptsEvent1Amt
Charitable Contri Event1$20,550CharitableContriEvent1Amt
Gross Revenue Event1$20,550GrossRevenueEvent1Amt
Rent Facility Costs Event1$19,922RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$2,169OtherDirectExpensesEvent1Amt
Event2MINI AUCTIONEvent2Nm
Gross Receipts Event2$85,323GrossReceiptsEvent2Amt
Charitable Contri Event2$42,595CharitableContriEvent2Amt
Gross Revenue Event2$42,728GrossRevenueEvent2Amt
Non Cash Prizes Event2$42,728NonCashPrizesEvent2Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Total$126,423GrossReceiptsTotalAmt
Charitable Contributions Tot$63,145CharitableContributionsTotAmt
Gross Revenue Total Events$63,278GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$42,728NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$19,922RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$2,169OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$64,819DirectExpenseSummaryEventsAmt
Net Income Summary-$1,541NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (23 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
AMERICAN ACADEMY OF FAMILY PHYSICIANS
11400 TOMAHAWK CREEK PARKWAYATTN GRANT CONTRACT ACCOUNTINGLEAWOODKS66211440536051501(C)(6)$1,649,377VAR PROGRAM SUPPORT
HENRY M JACKSON FOUNDATION FOR THE ADVANCEMENT OF
6720A ROCKLEDGE DR STE 100BETHESDAMD20817521317896501(C)(3)$40,000FAM MED DISCOVERS
PROVIDENCE HEALTH & SERVICES WASHINGTON
3300 PROVIDENCE DR SUITE B301ANCHORAGEAK99508611591533501(C)(3)$40,000FAM MED DISCOVERS
LANDER FREE MEDICAL CLINIC
860 S 3RD STREETLANDERWY82520873205378501(C)(3)$23,260FAMILY MEDICINE CARE
MUNCIE MISSION MINISTRIES INC
1725 S LIBERTY STMUNCIEIN47302350869061501(C)(3)$19,982FAMILY MEDICINE CARE
TALLAHASSEE MEMORIAL HEALTHCARE FOUNDATION
1331 EAST 6TH AVETALLAHASSEEFL32303591727645501(C)(3)$16,500FAMILY MEDICINE CARE
THE BOTHERHOOD SISTER SOL
512 WEST 143RD STNEW YORKNY10031133857387501(C)(3)$16,500FAMILY MEDICINE CARE
SAVIE HEALTH
PO BOX 140LOMPOCCA93438861668790501(C)(3)$13,573FAMILY MEDICINE CARE
OHIO AFP
4075 N HIGH STCOLUMBUSOH43214314398155501(C)(6)$10,225FMPC GRANTS
COMMUNITY HEALTH SERVICES OF UNION COUNTY INC
1338 EAST SUNSET DRIVE SUITE CMONROENC28112460495947501(C)(3)$10,000FAMILY MEDICINE CARE
CASA EL BUEN SAMARITANO
PO BOX 20487HOUSTONTX77225371546805501(C)(3)$10,000FAMILY MEDICINE CARE
WYANDOTTE CLINIC FOR THE WORKING UNINSURED
3333 BIDDLE AVENUE STE AWYANDOTTEMI48192204485963501(C)(3)$10,000FAMILY MEDICINE CARE
THE UNIVERSITY OF ARIZONA
PO BOX 41867TUCSONAZ85717742652689501(C)(3)$10,000FAMILY MEDICINE CARE
MALTA HOUSE OF CARE INC
136 FARMINGTON AVENUEHARTFORDCT06105203562424501(C)(3)$9,957FAMILY MEDICINE CARE
GREENVILLE COMMUNITY SHELTER CLINIC INC
207 MANHATTAN AVEGREENVILLENC27834561738440501(C)(3)$9,955FAMILY MEDICINE CARE
OPEN M
941 PRINCETON STREETAKRONOH44311341046107501(C)(3)$9,846FAMILY MEDICINE CARE
CHERRY HILL FREE CLINIC
5 ESTERBROOK LANESCHOOL OF MEDICINE HSC LEVEL 4 RCHERRY HILLNJ08003833944840501(C)(3)$9,434FAMILY MEDICINE CARE
OREGON AFP
ATTN LOUISE MERRIGANPORTLANDOR97232930423900501(C)(6)$7,475FMPC GRANTS,EXTERNSH
FAMILY HEALTH FOUNDATION OF ILLINOIS
747 E BOUGHTON ROAD STE 253BOUGHTONIL60440363453953501(C)(3)$7,250FMPC GRANTS,EXTERNSH
COMMUNITY CARE CLINICS
5755 MONCLOVA ROADMAUMEEOH43537274077912501(C)(3)$7,091FAMILY MEDICINE CARE
AVICENNA COMMUNITY HEALTH CENTER
PO BOX 218URBANAIL61803270267757501(C)(3)$6,378FAMILY MEDICINE CARE
INTERNATIONAL MEDICAL CORPS
1919 SANTA MONICA BLVDSANTA MONICACA90404953949646501(c)(3)$55,000DISASTER RELIEF
HEART TO HEART INTERNATIONAL
401 S CLAIRBORNE SUITE 300OLATHEKS66062481108359501(C)(3)$55,000DISASTER RELIEF
FieldValueIRS element (for citing)
Total501c3 Org20Total501c3OrgCnt
Total Other Org3TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
FAMILY MEDICINE LEADS SCHOLARSHIPS266$175,600
CHFM FELLOWSHIP1$3,000
DIRECT PRIMARY CARE SUMMIT SCHOLARSHIPS13$7,800
DISASTER ASSISTANCE1$1,550

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationThe Foundation administers several grant and award programs to achieve its goals. Based on the type of program, the procedures may vary slightly as follows: Board-Approved and Fiscal Sponsor Grants - primarily provides support for AAFP programs. A Letter of Agreement (LOA) is created between the grantee and the Foundation to set forth the terms and conditions for receipt of grant funds. A fully executed LOA is required before any funds are disbursed and one or more financial and progress reports (depending on length of program) are required for disbursement of funds. The Foundation's Program Administration Manager reviews the report for compliance with reporting requirements as stated in the LOA, and in accordance with guidelines regulating non-profit agencies. Student Externship Matching Grants - are available only to AAFP Constituent Chapters and Chapter Foundations. Matching grants are used to stimulate interest among medical students to pursue a career in Family Medicine. Constituent chapters/chapter foundations submit a Letter of Intent which serves as verification of matching funds to support clinical and/or research medical student externships in their state. Matching grants are awarded in April and disbursement of the funds to chapters/chapter foundations is contingent upon submission of a Request for Payment form, which verifies the externship activities. The completed Request for Payment is reviewed and approved by the Program Specialist and all funds are distributed prior to December 31 of each year. Family Medicine Philanthropic Consortium (FMPC) Grant Awards - provide grants to AAFP Constituent Chapters and Chapter Foundations. Applications are received and reviewed by the FMPC Review Committee which is made up of the FMPC Steering Committee. Each application is reviewed and scored by four Reviewers, with at least one physician Reviewer. Once final approval is received from the FMPC, it must be approved by the Foundation's Board of Trustees. Grant awards are announced in late May early June. The grant cycle runs from June to July of the year following the announcement. An FMPC Grant Award Agreement is created and signed by all parties. A final report summarizing program implementation and final budget is due the following August. The Foundation's Program Specialist reviews all reports and financial submission. Any extension of the grant period requires a written request no later than 30 days prior to the grant period end date. Any amounts unspent must be repaid to the Foundation. FMPC Chapter Engagement Grant Awards -- This new pilot project is to help address the downward trend in FMPC revenue, build FMPC brand identity, and to increase member engagement and program awareness on the chapter level. Starting in 2020, FMPC will provide each AAFP Constituent Chapter or Chapter Foundation with the opportunity for $750 to showcase a program or initiative that promotes engagement in one of the three FMPC core areas of focus: Students & Residents, Member Outreach or Public Health. When the projects are complete, each Constituent Chapter or Chapter Foundation will be responsible for reporting how the grant was utilized. Family Medicine Cares USA - Launched in 2011, this humanitarian program is helping to establish new and existing free clinics to care for the uninsured in areas of need across the U.S. Grants are provided to new clinics for the purchase of tangible items-such as exam tables, EHR systems and medical equipment-needed to open their doors. Family Medicine Cares also gives AAFP members, residents and students the opportunity to volunteer their time and talents. Grant awards are for as much as $25,000. Grants are applied for annually (July). The proposals are reviewed and grants awarded by the Family Medicine Cares USA Work Group. The selections are then sent to the Board of Trustees for final approval. Funds are distributed on a 80%-20% basis. The initial 80% is distributed upon receipt of the free clinic's letter of acceptance, a signed applicant agreement and the Substitute W-9 form. The final 20% distribution is allocated upon receipt of the grant fund reconciliation form documenting the use of the Family Medicine Cares grant funds and receipts for expenditures. Family Medicine Cares Resident Service Award - Launched in 2013, this $16,500 competitive award provides an opportunity for first-or second-year Family Medicine residents to address health disparities by conducting a project in a free clinic or similar venue to enhance the services already offered. The proposals are reviewed and the slate of up to two recipients is recommended by the members of the Family Medicine Cares Work Group. The recommendation is then sent to the Board of Trustees for final approval. The $16,500 award consists of multiple elements: $10,000 to the resident to cover program costs; $5,000 to the free clinic (or other health care facility) where the service award is implemented; $1,000 travel award for the resident to attend the National Conference of Family medicine Residents and Medical Students to present the results of the project; and a $500 stipend to the residency program to celebrate and recognize the resident award recipient. Following announcement of the award the residency program and health clinic are sent the Award Payment & 990 Information form for completion. The funds are distributed in installments beginning after receipt of this information and as reporting requirements are met. Family Medicine Discovers Scholarships/Grants - Family Medicine Discovers officially debuted in January 2019, with the launch of Family Medicine Discovers Rapid Cycle Scientific Discovery and Innovation (FMD RapSDI). FMD RapSDI is a collaboration between the AAFP Foundation and the AAFP National Research Network (AAFP NRN) that seeks to build research capacity for scientific discovery and innovation in family medicine by funding practicing family physicians to generate new evidence and innovative models for "what works" in real-world primary care settings. FMD RapSDI seeks to attract and support practicing family physicians who are inexperienced researchers but interested in contributing to the knowledge base of family medicine. Unlike most research programs, this program does not require prior research experience and is not intended to be a stepping off point for those interested in a research career. The hope is that applicants who are not selected as FMD RapSDI Scholars also benefit from feedback and mentorship that could advance their ideas into fundable projects in the future. FMD RapSDI funding supports short-term innovative and high-impact projects led by practicing family physicians in real-world settings. The infrastructure created November 2018, allows AAFP members to submit ideas and questions that are relevant and responsive to AAFP and AAFP NRN members' current priorities and interests. Since May 2019, AAFP NRN and AAFP Foundation staff have worked in conjunction with a Work Group comprised of representatives from family medicine organizations and AAFP Foundation Trustees to build the FMD RapSDI program. This group has defined and operationalized program objectives, including metrics, processes/procedures, timelines, and marketing strategy. Ultimately, we elected to implement a two-tiered application, in which four applicants ("finalists") would advance from an initial low-burden application ("first round") to a second round. In the second round, finalists complete an in-depth research project application with assistance from a mentorship team comprised of AAFP NRN leadership and external content or methods experts. As of January 5th, 2022, the third program cycle ("Cycle 3") application process is underway. During the previous two cycles, the Work Group selected and nominated two FMD RapSDI scholars per cycle, which were subsequently approved by the AAFP Foundation's Board of Trustees.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Heather E Palmer MBA MA
Executive Director$0$260,499$0$16,261$0$1,242$0$49,458$0$29,909$0$357,369$0$0
R Shawn Martin
Board Member\Ex-Officio$0$681,187$0$85,500$0$39,525$0$92,694$0$9,280$0$908,186$0$35,900
Brenda Gaston
Assistant Controller$0$119,746$0$3,805$0$266$0$36,265$0$38,819$0$198,901$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART I, LINE 3THE ACADEMY 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. PERIODICALLY, THE HR STAFF REVIEW CURRENT MARKET COMPENSATION DATA ABOUT SIMILAR POSITIONS IN THE RELEVANT GEOGRAPHIC AREA. BASED ON THE MOST RECENT ANALYSIS, THE HR STAFF BELIEVE THAT THE COMPENSATION LEVEL IS APPROPRIATE FOR THE POSITIONS.
SCHEDULE J, PART I, LINE 4BREPORTABLE DEFERRED R SHAWN MARTIN $ 35,900 $ 36,529 THE AMERICAN ACADEMY OF FAMILY PHYSICIANS' SUPPLEMENTAL RETIREMENT PLAN IS A NON-QUALIFIED 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.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 4AAWARDS AND GRANTS SUPPORT AND RECOGNIZE INDIVIDUALS, GROUPS, ORGANIZATIONS AND RESIDENCY PROGRAMS WHO ARE MAKING AN IMPACT IN FAMILY MEDICINE AND IMPROVING THE HEALTH OF ALL PEOPLE THROUGH HUMANITARIAN, EDUCATIONAL AND SCIENTIFIC PROJECTS. THESE PROJECTS ENHANCE HEALTHCARE QUALITY, STIMULATE FAMILY MEDICINE RESEARCH, SUPPORT EDUCATIONAL SEMINARS, AND PROMOTE INTEREST IN THE SPECIALTY OF FAMILY MEDICINE. DURING 2022, AWARDS AND GRANTS IMPACTED 41 STATE AFP CHAPTERS, 89 ORGANIZATIONS, NEARLY 1,500 RESIDENTS AND MEDICAL STUDENTS, 740 HEALTH PROFESSIONALS, AND AN AVERAGE OF 35 STATE AFP CHAPTER EXECUTIVES. WWW.AAFPFOUNDATION.ORG
FORM 990, PART III, LINE 4BFAMILY MEDICINE LEADS FOCUSES ON ENSURING THE FUTURE OF THE FAMILY MEDICINE SPECIALTY BY SUPPORTING EFFORTS TO FILL THE WORKFORCE PIPELINE WITH BOTH THE QUANTITY AND QUALITY OF FAMILY PHYSICIANS NEEDED TO IMPROVE THE HEALTH OF ALL PEOPLE, AS WELL AS BY SUPPORTING THE DEVELOPMENT OF FUTURE FAMILY MEDICINE LEADERS. IN 2022, 296 SCHOLARSHIPS WERE PROVIDED FOR FAMILY MEDICINE RESIDENTS AND MEDICAL STUDENTS TO ATTEND NATIONAL CONFERENCE VIRTUALLY, WITH THE GOAL OF INFLUENCING STUDENTSRESIDENTS' COMMITMENT TO THE SPECIALTY OF FAMILY MEDICINE. FAMILY MEDICINE LEADS EMERGING LEADER INSTITUTE IS A YEAR-LONG LEADERSHIP DEVELOPMENT PROGRAM THAT BRINGS TOGETHER 30 PARTICIPANTS FOLLOWING A COMPETITIVE APPLICATION PROCESS. IT TARGETS FAMILY MEDICINE RESIDENTS AND MEDICAL STUDENTS WHO DISPLAY LEADERSHIP POTENTIAL BUT MAY OR MAY HAVE NOT HAD AN OPPORTUNITY TO SERVE IN A LEADERSHIP ROLE. https://www.aafpfoundation.org/our-programs/education-initiatives.html
FORM 990, PART III, LINE 4CFAMILY MEDICINE CARES WAS CREATED TO ADDRESS THE HEALTH CARE NEEDS OF UNDERSERVED POPULATIONS, BOTH DOMESTICALLY AND INTERNATIONALLY. FAMILY MEDICINE CARES USA (FMC USA) AND FAMILY MEDICINE CARES INTERNATIONAL (FMCI) PROVIDE PATIENT CARE, DELIVER MEDICAL EDUCATION AND TRAINING IN FAMILY MEDICINE, SUPPORT THE OPENING OF FREE CLINICS, AND WORK TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF MEN, WOMEN, AND CHILDREN IN NEED. FMC PROGRAMS BOTH OFFER OPPORTUNITIES FOR PHYSICIANS, RESIDENTS, AND MEDICAL STUDENTS TO VOLUNTEER OR PARTICIPATE IN HUMANITARIAN PROJECTS. SINCE 2011, FMC USA HAS GRANTED IN EXCESS OF $1.8 MILLION TO FREE HEALTH CLINICS IN 34 STATES AND ONE US TERRITORY. IN 2022, 12 CLINICS RECEIVED FUNDING. THE GRANTS PROVIDE GRANTS TO NEW FREE HEALTH CLINICS AND EXISTING FREE HEALTH CLINICS FOR DURABLE MEDICAL INSTRUMENTS AND EQUIPMENT, TARGETED TO COMMUNITIES WITH HIGH NEED AND SOCIOECONOMIC INDICATORS KNOWN TO CONTRIBUTE TO HEALTH DISPARITY. CLINICS WERE ABLE TO USE THE FUNDING TO COVER THE COST OF DURABLE AND NON-DURABLE MEDICAL EQUIPMENT, INCLUDING MUCH-NEEDED PPE. IN 2022, FMCI RESUMED ANNUAL DELEGATION TRIPS TO DELIVER IT'S THREE PROGRAM COMPONENTS (MEDICAL EDUCATION, PATIENT CARE, AND CHILDREN'S SERVICE PROJECT) IN DOMINICAN REPUBLIC. DURING THIS TRIP, APPROXIMATELY 135 FAMILY PHYSICIANS ATTENDED A ONE-DAY MEDICAL EDUCATION SYMPOSIUM, A MEDICAL EDUCATION WORKSHOP WAS CONDUCTED WITH OVER 60 MEDICAL STUDENTS IN ATTENDANCE, NEARLY 400 PATIENTS WERE SEEN IN OUTREACH CLINICS, AND SCHOOL SHOES WERE PURCHASED FOR 130 CHILDREN. IN 2022 THE FMC USA RESIDENT SERVICE AWARD PROGRAM SUPPORTED TWO PROJECTS: 1) ADDRESSING MENTAL, NUTRITIONAL, AND PHYSICAL HEALTH THROUGH WEEKLY LESSONS AIMED AT TEACHING YOUTH, AGES 8-22, WHAT CONTRIBUTES TO OVERALL MENTAL HEALTH, AND 2) FEEDING OUR COMMUNITY FOCUSES ON EDUCATION OF HEALTH CARE WORKERS ON HOW TO SCREEN FOR FOOD INSECURITY AND DEVELOP AN EFFECTIVE REFERRAL SYSTEM. https://www.aafpfoundation.org/our-programs/humanitarian-initiatives.html
FORM 990, PART III, LINE 4DCENTER FOR HISTORY OF FAMILY MEDICINE: ESTABLISHED IN 1992, THE CENTER FOR THE HISTORY OF FAMILY MEDICINE (CHFM) PRESERVES AND SHARES THE HISTORY OF FAMILY MEDICINE WITHIN THE UNITED STATES. THE CHFM SERVES THREE IMPORTANT ROLES IN ONE, AS A HISTORICAL RESEARCH LIBRARY, ARCHIVE, AND MUSEUM. THE CHFM ALSO SERVES AS THE OFFICIAL REPOSITORY FOR THE 8 ORGANIZATIONS WHICH COMPRISE THE "FAMILY" OF FAMILY MEDICINE. ACTING AS THE SCRIBE FOR THE SPECIALTY, THE CENTER FOR THE HISTORY OF FAMILY MEDICINE (CHFM) IS DEDICATED TO SERVING AS THE COLLECTIVE MEMORY AS WELL AS INFORMING THE FUTURE. IN 2022, THE CENTER: 1) HELD SECOND ANNUAL CHFM STUDENT AND RESIDENT ESSAY CONTEST TO ENCOURAGE FUTURE PHYSICIANS TO ENGAGE WITH THE SPECIALTY'S HISTORY TO DIRECT THE FUTURE; 2) INCREASED THE AWARD AMOUNT FOR THE FELLOWSHIP AWARD FROM $2,000 TO $3,000; AND 3) THE NUMBER OF TOURS, REFERENCE REQUESTS, AND OTHER ENGAGEMENTS REACHED 944. https://www.aafpfoundation.org/our-programs/center-history-family-medicine .html FAMILY MEDICINE DISCOVERS THE AAFP FOUNDATION'S SCIENTIFIC PROGRAM, IN PARTNERSHIP WITH AAFP NATIONAL RESEARCH NETWORK, FOCUSES ON BUILDING A ROBUST FAMILY MEDICINE RESEARCH INFRASTRUCTURE BY CULTIVATING SCHOLARSHIP AND ENGAGEMENT AMONG COMMUNITY FAMILY PHYSICIANS. FAMILY MEDICINE DISCOVERS RAPID CYCLE SCIENTIFIC DISCOVERY AND INNOVATION (FMD RAPSDI) PROGRAM SEEKS PRACTICING FAMILY PHYSICIANS WITH LITTLE OR NO RESEARCH EXPERIENCE TO GENERATE NEW EVIDENCE AND INNOVATIVE MODELS FOR "WHAT WORKS" IN REAL-WORLD PRIMARY CARE SETTINGS. IN 2022, TWO SCHOLARS OF THE FMD RAPSDI PROGRAM STARTED THEIR RESPECTIVE PROJECTS: 1) EXAMINING METHODS THAT COMBINE TRADITIONAL VISITS WITH TELEHEALTH STRATEGIES TO INCREASE AND IMPROVE PRENATAL CARE AMONG PREGNANT WOMEN FACING SOCIOECONOMIC CHALLENGES, IN PARTICULAR THOSE EXPERIENCING SUBSTANCE USE DISORDERS, AND 2) LOOKING AT THE BENEFIT FROM WOMEN APPLYING TOPICAL ANESTHETIC TO THE CERVIX USING A TAMPON 30 MINUTES PRIOR TO AN IUD INSERTION PROCEDURE. https://www.aafpfoundation.org/our-programs/scientific-initiatives.html
FORM 990, PART VI, SECTION A, LINE 2DAVID SMITH, TOMAS OWENS, MARTIN DEVINE, JAY SHEREE ALLEN, ANDREW CARROLL, MARY CAMPAGNOLO, R. SHAWN MARTIN, JOSEPH LATERZA, MARCI NIELSEN, MADELINE STANDBRIDGE, HEATHER PALMER, AND BRENDA GASTON HAVE BUSINESS RELATIONSHIPS.
FORM 990, PART VI, SECTION A, LINE 6THE FOUNDATION HAS THREE CLASSES OF MEMBERS. THE MEMBERS CONSIST OF VOTING MEMBERS, NON-VOTING CORPORATE MEMBERS, AND NON-VOTING INDIVIDUAL MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7ATHE PRICIPAL DUTIES OF THE VOTING MEMBERS ARE TO ELECT EACH YEAR NEW TRUSTEES TO REPLACE THOSE TRUSTEES OF THE FOUNDATION WHOSE TERMS EXPIRE.
FORM 990, PART VI, SECTION A, LINE 7BTHE BYLAWS MAY BE AMENDED BY THE VOTING MEMBERS OF THE FOUNDATION.
FORM 990, PART VI, SECTION B, LINE 11BTHE 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING (CPA) FIRM AND REVIEWED BY THE ASSISTANT CONTROLLER. ANY QUESTIONS ARE ADDRESSED AND CORRECTIONS MADE, IF NECESSARY. A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE FOUNDATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY PROVIDING A COPY OF THE POLICY TO ALL BOARD TRUSTEES, OFFICERS, MEMBER REPRESENTATIVES AND EMPLOYEES. THE ABOVE 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 ENGAGEMENT, OR 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 FOUNDATION BYLAWS AND AS DETERMINED BY THE BOARD.
FORM 990, PART VI, SECTION B, LINE 15ATHE AMERICAN ACADEMY OF FAMILY PHYSICIANS (THE ACADEMY) ACTS ON BEHALF OF THE FOUNDATION IN THE INSTANCE OF DETERMINING COMPENSATION FOR THE EXECUTIVE DIRECTOR, UNDER THEIR POLICIES FOR EXECUTIVE EMPLOYEES. THE EXECUTIVE VICE PRESIDENT OF THE ACADEMY IS A MEMBER OF THE FOUNDATION'S EXECUTIVE COMMITTEE AND BOARD OF TRUSTEES, AND REPORTS TO THE EXECUTIVE COMMITTEE THIS INFORMATION DURING THE ANNUAL PERFORMANCE REVIEW FOR THE EXECUTIVE DIRECTOR. THE DISCUSSION IS DOCUMENTED IN THE EXECUTIVE COMMITTEE MINUTES. SEE SCHEDULE J REGARDING THE ACADEMY'S POLICY FOR EXECUTIVE COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. ADDITIONALLY, THE FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE VIA THE FOUNDATION'S WEBSITE.
FORM 990, PART XI, LINE 9DIVIDEND FROM SUBSIDIARY $( 1,425,000) EQUITY IN SUBSIDIARY EARNINGS $ 1,372,593 ------------ TOTAL OTHER CHANGES IN NET ASSETS $ (52,407) ============
FORM 990 PART IX LINE 11GDESCRIPTION:CONTRACTED SERVICES TOTAL FEES:1778946
FORM 990 PART IX LINE 11GDESCRIPTION:OTHER INDIRECT FEES TOTAL FEES:71725

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
AMERICAN ACADEMY OF FAMILY PHYSICIANS
11400 TOMAHAWK CREEK PARKWAYLEAWOODKS66211440536051MEDICAL ASSOCKS501(C)(6)N/ANAfalse
ACADEMY 1740 INC
11400 TOMAHAWK CREEK PARKWAYLEAWOODKS66211431485548TITLE HOLDINGKS501(C)(2)N/AAAFPYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1AAFP POOLED INV FDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line111400 TOMAHAWK CREEK PARKWAYAddressLine1Txt
CityLEAWOODCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd
FieldValueIRS element (for citing)
EIN431695097EIN
Primary ActivitiesASSET MANAGEMENTPrimaryActivitiesTxt
Legal Domicile StateMOLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1AAFPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Predominant Income TypeN/APredominantIncomeTypeTxt

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
AAFP INSURANCE SERVICES
11400 TOMAHAWK CREEK PARKWAYLEAWOODKS66211431226253INSURANCE ADMINKSAAFP FDNC CORP$3,689,394$4,627,1571.00000Yes (true)
CHARITABLE REMAINER TRUSTS (2)
CHARITABLE TRUSTKSNAYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationYes (true)DivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
AAFP INSURANCE SERVICES
F$1,425,000CASH
AMERICAN ACADEMY OF FAMILY PHYSICIANS
C$114,638CASH
AMERICAN ACADEMY OF FAMILY PHYSICIANS
B$1,649,377CASH
AMERICAN ACADEMY OF FAMILY PHYSICIANS
P$1,984,311CASH