2022-04-15T17:35:56-05:00 2021-05-31 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2020-06-01 440536051 AMERICAN ACADEMY OF FAMILY PHYSICIANS % JENNY CLEMONS AMER 9139066000 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 662112672 CHARLOTTE KERNER CFO 9139066000 2022-04-15 true CHARLOTTE KERNER 999009999 Michael J Engle P00482834 8162216300 2022-04-15 3 2020 2022-09-23 18:48:47Z R SHAWN MARTIN 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 662112672 81521825 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 17 460 0 5397316 0 31479970 33542990 45590277 38786138 4175384 4558538 4013419 3733911 85259050 80621577 292247 251827 0 0 49157424 48929402 0 0 0 43486326 38281277 92935997 87462506 -7676947 -6840929 86975881 101712707 47011430 42200660 39964451 59512047 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 false true 576 0 true 460 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 DOUGLAS HENLEY CEO/EVP TO 8/20 40.0 1.0 X 788074 0 44045 RONALD SHAWN MARTIN CEO/EVP 40.0 1.0 X 590662 0 83100 TODD DICUS COO/DEVP 40.0 1.0 X 517349 0 98117 HARRY C KNIGHT SVP - TO 11/20 40.0 0.0 X 402805 0 72479 SHANNON SCOTT CSO/DEVP 40.0 1.0 X 376128 0 88630 JULIE WOOD SVP 40.0 0.0 X 359623 0 94393 CHARLOTTE KERNER CFO 40.0 1.0 X 312026 0 69460 STEVEN E WALDREN VP 40.0 0.0 X 291388 0 73968 AMY MULLINS MED DIR - QS 40.0 0.0 X 272045 0 84347 KAREN MITCHELL DIV DIR 40.0 0.0 X 274978 0 79502 JACK WESTFALL DIRECTOR 40.0 0.0 X 289856 0 46360 HEATHER PALMER VP 8.0 32.0 X 254213 0 77720 HEATHER LEITH SVP 40.0 1.0 X 266242 0 51300 STEPHANIE QUINN SVP 40.0 0.0 X 263408 0 53556 ADA DENISE STEWART PRESIDENT 40.0 0.0 X X 239229 0 0 GARY L LEROY BOARD CHAIR 40.0 0.0 X X 206723 0 0 JOHN CULLEN BOARD CHAIR TO 10/20 27.0 0.0 X X 174431 0 0 STERLING RANSONE PRESIDENT-ELECT 24.0 0.0 X X 77332 0 0 DALE CULVER CFO TO 2/20 40.0 0.0 X 43450 0 28180 WINDEL STRACENER DIRECTOR TO 10/20 15.0 0.0 X 29104 0 0 DENNIS GINGRICH DIRECTOR 15.0 0.0 X 16500 0 0 STEVEN FURR DIRECTOR 15.0 0.0 X 14056 0 0 BRENT SUGIMOTO DIRECTOR TO 10/20 15.0 0.0 X 13778 0 0 ERICA SWEGLER DIRECTOR TO 10/20 15.0 0.0 X 13349 0 0 MARGARET MILLER DIRECTOR TO 10/20 15.0 0.0 X 13133 0 0 ANDREW CARROLL DIRECTOR 15.0 0.0 X 12929 0 0 KELLY THIBERT DIRECTOR TO 10/20 15.0 0.0 X 12850 0 0 ALAN I SCHWARTZSTEIN SPEAKER 18.0 0.0 X X 10601 0 0 RUSSELL KOHL VICE SPEAKER 15.0 0.0 X X 10051 0 0 JAMES ELLZY DIRECTOR 15.0 0.0 X 9750 0 0 MARGOT SAVOY DIRECTOR 15.0 0.0 X 8667 0 0 TOCHI IROKU-MALIZE DIRECTOR 15.0 0.0 X 5800 0 0 DANIELLE CARTER DIRECTOR 15.0 0.0 X 2250 0 0 JENNIFER BRULL DIRECTOR 15.0 0.0 X 2250 0 0 CYNTHIA CICCOTELLI DIRECTOR 15.0 0.0 X 2200 0 0 ANNA ASKARI DIRECTOR 15.0 0.0 X 1000 0 0 TODD SHAFFER DIRECTOR 15.0 0.0 X 900 0 0 MARY CAMPAGNOLO DIRECTOR 15.0 0.0 X 800 0 0 6099882 0 1045157 84 false true false QUADGRAPHICS 500 1ST AVE PITTSBURGH PA 15264 PRINTING SERVICES 1557258 ON SERVICES PO BOX 74007063 CHICAGO IL 60674 MEDIA SERVICES 473423 VML LLC 250 RICHARDS RD KANSAS CITY MO 60693 MKT/COMM CONSULTING 477185 DANIEL J EDELMAN INC 111 N CANAL ST STE 1100 CHICAGO IL 60606 PR SERVICES 1138901 FONTEVA INC 4420 FAIRFAX DR STE 500 ARLINGTON VA 08628 SOFTWARE CONSULTANTS 1155495 36 31483242 2059748 0 33542990 Publications 541800 6853372 1546850 5306522 Subscription Income 561499 3270227 3270227 Courses & Program 561499 14440322 14440322 Exhibit Income 561499 1063325 1063325 _ 13158892 13158892 38786138 2196744 2196744 0 2647562 90794 2556768 290202 0 290202 0 290202 290202 2550840 74 114630 74490 2436210 -74416 2361794 2361794 0 0 0 0 0 0 1311752 711128 600624 600624 Miscellaneous Revenue 900099 195523 195523 195523 80621577 34080240 5397316 7601031 251827 0 0 0 6428584 0 31497249 3377529 5143454 2482586 0 116668 94702 3683744 0 114630 4181916 327491 2468592 3402798 0 4639620 404348 0 2577090 38817 0 874395 229446 Production 3901545 PENSION TERMINATION COSTS 9183255 Gifts & Contributions 619282 Dues 655596 767342 87462506 956564 3001326 0 0 292549 84843 5342093 5753729 0 0 0 0 0 0 0 0 2641296 3176113 19815293 18081391 1931574 1733902 5405299 21701509 66678282 62148082 0 0 550000 550000 3178224 3563203 86975881 101712707 11931548 13757891 0 0 25156784 25763286 0 0 0 0 0 0 143230 0 0 0 9779868 2679483 47011430 42200660 X 39522020 58891521 442431 620526 39964451 59512047 86975881 101712707 X -6840929 13702192 12686333 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 false false true 31483242 3683744 864972 4548716 4407654 141062 485770 428380 57390 19329523 17653011 1676512 1733902 INVESTMENT IN POOLED FUND 62148082 F 62148082 0 Deferred Compensation Plan 457 2679483 2679483 99571985 13702192 5362846 19065038 80506947 114630 114630 80621577 88789495 1441619 1441619 87347876 114630 114630 87462506 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 $ 7,871,963 COST OF GOODS SOLD 711,128 ELIMINATIONS (3,220,245) ------------ $ 5,362,846 SCHEDULE D, PART XII, LINE 2D RELATED ORGANIZATION REVENUES $ 3,950,736 COST OF GOODS SOLD 711,128 ELIMINATIONS (3,220,245) ------------ $ 1,441,619 NORTH AMERICA PROGRAM SERVICES SEE PART V 228714 EUROPE (ICELAND AND GREENLAND) PROGRAM SERVICES SEE PART V 391895 EAST ASIA AND THE PACIFIC PROGRAM SERVICES SEE PART V 60 CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SERVICES SEE PART V 126856 747525 747525 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) 178277 SUPPORT AMERICAN ACADEMY OF FAMILY PHYSICIANS FND 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 446013671 501(C)(3) 26300 MATCHING GRANT FUNDS UNITED WAY OF GREATER KC 801 W 47TH STREET SUITE 500 KANSAS CITY MO 64112 440545812 501(C)(3) 26000 MATCHING CONTRIB. PRIMARY CARE COLLABORATIVE 601 NW 13TH STREET SUITE 430N WASHINGTON DC 20005 262012436 501(C)(3) 7500 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 true true false GARY L LEROY BOARD CHAIR 206723 0 0 0 0 0 0 0 0 0 206723 0 ADA DENISE STEWART PRESIDENT 239229 0 0 0 0 0 0 0 0 0 239229 0 JOHN CULLEN BOARD CHAIR TO 10/20 174431 0 0 0 0 0 0 0 0 0 174431 0 DOUGLAS HENLEY CEO/EVP TO 8/20 426129 0 76000 0 285945 0 43271 0 774 0 832119 0 40665 CHARLOTTE KERNER CFO 289361 0 20000 0 2665 0 38400 0 31060 0 381486 0 RONALD SHAWN MARTIN CEO/EVP 530637 0 50000 0 10025 0 80439 0 2661 0 673762 0 8229 HEATHER PALMER VP 247971 0 5000 0 1242 0 50654 0 27066 0 331933 0 STEVEN E WALDREN VP 281629 0 7500 0 2259 0 50066 0 23902 0 365356 0 1449 KAREN MITCHELL DIV DIR 272604 0 0 0 2374 0 53490 0 26012 0 354480 0 52 AMY MULLINS MED DIR - QS 271235 0 0 0 810 0 53321 0 31026 0 356392 0 JACK WESTFALL DIRECTOR 287921 0 0 0 1935 0 29825 0 16535 0 336216 0 TODD DICUS COO/DEVP 415934 0 75000 0 26415 0 75397 0 22720 0 615466 0 19557 JULIE WOOD SVP 324446 0 25000 0 10177 0 62777 0 31616 0 454016 0 8197 HARRY C KNIGHT SVP - TO 11/20 338877 0 15000 0 48928 0 43045 0 29434 0 475284 0 17118 SHANNON SCOTT CSO/DEVP 344416 0 25000 0 6712 0 61564 0 27066 0 464758 0 5902 STEPHANIE QUINN SVP 262893 0 0 0 515 0 26250 0 27306 0 316964 0 HEATHER LEITH SVP 257502 0 7500 0 1240 0 51300 0 0 0 317542 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 DOUGLAS HENLEY M.D. $182,850 SCHEDULE J, PART I, LINE 4B ACCRUED PAID DOUGLAS HENLEY, M.D. $ 6,671 $ 40,665 R SHAWN MARTIN $ 26,739 $ 8,229 TODD DICUS $ 21,697 $ 19,557 SHANNON SCOTT $ 7,864 $ 5,902 CHARLOTTE KERNER $ 2,100 $ NONE HARRY CLIF KNIGHT $ 6,445 $ 17,118 JULIE WOOD $ 9,077 $ 8,197 STEVEN WALDREN $ 1,520 $ 1,449 KAREN MITCHELL $ NONE $ 52 DALE CULVER $ NONE $ 1,016 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 THE UNIFORMED SERVICES MEMBERSHIP CLASSIFICATION AND ELIGIBILITY REQUIREMENTS WERE UPDATED TO INCLUDE ALL BRANCHES OF THE ARMED SERVICES AS CURRENTLY DEFINED BY UNITED STATES LAW. EXTENDED THE MEMBER CONSTITUENCY REPRESENTATION SEATS REMAIN THROUGH THE 2025 ANNUAL MEETING OF THE CONGRESS OF DELEGATES. 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. FORM 990, PART XI, LINE 9 CHANGE IN DEFINED PENSION OBLIGATION $ 12,686,333 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 4075886 36874366 false true 0.57626 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 2059748 FMV ACADEMY 1740 INC D 15414217 FMV AAFP POOLED INVESTMENT FUND A 2026100 FMV AAFP POOLED INVESTMENT FUND S 33800000 FMV AAFP INSURANCE SERVICES A 90794 FMV ACADEMY 1740 INC K 3035758 FMV AAFP POOLED INVESTMENT FUND R 13000000 FMV AMERICAN ACADEMY OF FAMILY PHYSICIANS FND Q 1584211 FMV