MINNESOTA ACADEMY OF FAMILY PHYSICIANS FOUNDATION: Form 990EZ, tax year 2019
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- Organization
- MINNESOTA ACADEMY OF FAMILY PHYSICIANS FOUNDATION (EIN 36-3611238)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-04-23
- IRS object ID
- 202141139349200324
- Schema version
- 2019v5.2
- 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
- Form 990-EZ
- Schedule A
- Schedule B
- Schedule O
- Compensation Explanation
- Transfer Prsnl Bnft Contracts Decl
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-23T12:04:53-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411534805 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARPENTER EVERT & ASSOCIATES LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7760 FRANCE AVE S SUITE 940 | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55435 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363611238 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINNESOTA ACADEMY OF FAMILY PHYSICIANS | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MINN | BusinessNameControlTxt |
| Phone | 9525420130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 VAN BUREN ST NE NO 215 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55413 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA HUNTLEY | PersonNm |
| Person Title | EXECUTIVE VICE | PersonTitleTxt |
| Phone | 9525420130 | PhoneNum |
| Signature | 2021-03-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NEAL EVERT | PreparerPersonNm |
| PTIN | P00046853 | PTIN |
| Phone | 9528310085 | PhoneNum |
| Preparation | 2021-03-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | WWW.MAFP.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $90,190 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $83,957 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $6,233 | InvestmentIncomeAmt |
| Total Revenue | $90,190 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $15,335 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $27,574 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $44,906 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $1,000 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $106 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $621 | OtherExpensesTotalAmt |
| Total Expenses | $89,542 | TotalExpensesAmt |
| Excess Or Deficit For Year | $648 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $321,224 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $321,872 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,786 | BOYAmt |
| EOY | $312,354 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,170 | BOYAmt |
| EOY | $28,335 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $347,956 | BOYAmt |
| EOY | $340,689 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,732 | BOYAmt |
| EOY | $18,817 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $321,224 | BOYAmt |
| EOY | $321,872 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO SUPPORT FAMILY PHYSICIAN HEALTH CARE DELIVERY, RESEARCH AND EDUCATION, AND TODEVELOP PATIENT CARE PROGRAMS, PROVIDE EDUCATION TO PATIENTS AND PROFESSIONALS,SUPPORT PRACTICE-BASED RESEARCH INTIATIVES, AND INTRODUCE MEDICAL STUDENTS TO THESPECIALTY OF FAMILY MEDICINE. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | MEDICAL STUDENTS: DAVID MERSY, M.D. STUDENT EXTERNSHIP PROGRAM- GRANTS ARE AWARDED TO MEDICAL STUDENTS WHO WANT TO GAIN CAREER EXPERIENCE AND KNOWLEDGE OF THE SPECIALTY OF FAMILY MEDICINE BY SPENDING THE SUMMER AT A FAMILY MEDICINE CLINIC CONDUCTING A CLINICAL RESEARCH OR NON-RESEARCH PROJECT WITH A FAMILY PHYSICIAN MENTOR.RESIDENT RESEARCH GRANT PROGRAM: GRANTS ARE AWARDED TO FAMILY MEDICINE RESIDENTS TO DESIGN A RESEARCH PROJECT AND GAIN REAL-WORLD RESEARCH EXPERIENCE, DEVELOP SKILLS IN BASIC RESEARCH METHODS AND UNDERSTAND THE IMPORTANCE OF FAMILY MEDICINE RESEARCH. RESIDENTS ARE MATCHED WITH A FAMILY PHYSICIAN RESEARCH MENTOR.INNOVATION GRANT PROGRAM GRANTS AWARDED TO MEMBERS WORKING TO IMPROVE PATIENT CARE THROUGH COMMUNITY AND CLINIC INNOVATION PROJECTS. OTHER PROGRAM EXPENSES: THE NEW PROGRAM DEVELOPMENT INITIATIVE INVITES HEALTHCARE ORGANIZATIONS TO PARTNER WITH THE MAFP FOUNDATION AND EXPLORE FUTURE PROGRAM OPPORTUNITIES THAT WILL IMPROVE THE HEALTH OF MINNESOTANS. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $36,636 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $36,636 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| LYNNE BALFOUR | ||||
| EXECUTIVE VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ROSA MARROQUIN MD | ||||
| PRESIDENT | 1.00 | $0 | $0 | $0 |
| PAT FONTAINE MD | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRITTA REIERSON MD | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUE INOUE MD | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| CAROLYN KAMPA MD | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| EDUARDO MEDINA MD | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAUL STADEM MD | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| ADRIANNE WESTMORELAND MD | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARIA HUNTLEY | ||||
| CHIEF EXECUTIVE OFFICER | 40.00 | $0 | $0 | $0 |
| LINDSEY CHMIELEWSKIMD | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIA HUNTLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 VAN BUREN ST NE STE 215 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55413 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9525420130 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,052 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,768 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $96,244 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $107,595 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,957 | CurrentTaxYearAmt |
| Total | $305,616 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,052 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,768 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $96,244 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $107,595 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,957 | CurrentTaxYearAmt |
| Total | $305,616 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $305,616 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $918 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,268 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,589 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,815 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,233 | CurrentTaxYearAmt |
| Total | $37,823 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $918 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,268 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,589 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,815 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,233 | CurrentTaxYearAmt |
| Total | $37,823 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,648 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,640 | CurrentTaxYearMinus3YearsAmt |
| Total | $94,288 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $85,618 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,676 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $105,833 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $118,410 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,190 | CurrentTaxYearAmt |
| Total | $437,727 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.69820 | PublicSupportCY509Pct |
| Public Support PY509 | 0.62180 | PublicSupportPY509Pct |
| Investment Income CY | 0.08640 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06800 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | DUES ALLOCATION INCOME FROM MAFP - 2015 AMOUNT: $ 50,503. 2016 AMOUNT: $ 43,640. MISCELLANEOUS - 2015 AMOUNT: $ 145. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: . AMOUNT: 6,233. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: VARIOUS INDIVIDUALS - NONE OVER $5,000. AMOUNT GIVEN: 15,335. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: BANK AND CREDIT CARD FEES. AMOUNT: 270. DESCRIPTION: TRAVEL AND CONFERENCES. AMOUNT: 351. TOTAL TO FORM 990-EZ, LINE 16: 621. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 18,170. END OF YEAR AMOUNT: 8,335. DESCRIPTION: DUE FROM RELATED ENTITY. BEG. OF YEAR AMOUNT: 20,000. END OF YEAR AMOUNT: 20,000. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 1,001. END OF YEAR AMOUNT: 0. DESCRIPTION: DUE TO RELATED ENTITY. BEG. OF YEAR AMOUNT: 25,731. END OF YEAR AMOUNT: 18,817. |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA HUNTLEY | PersonNm |
| Short Explanation | COMPENSATION FROM RELATED ORGANIZATION. | ShortExplanationTxt |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |
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