FURP.ORG / PUBLIC DATA EXPLORER

AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION (EIN 44-6013671)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-29
IRS object ID
202033039349301338
Schema version
2019v5.1
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)
Return2020-10-29T11:06:10-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BKD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11201 Walnut Suite 1700AddressLine1Txt
CityKansas CityCityNm
State AbbreviationMOStateAbbreviationCd
ZIP641062246ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

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 PARKWAY SuiteAddressLine1Txt
CityLEAWOODCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHEATHER PALMERPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone9139066000PhoneNum
Signature2020-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonApril Arnold CPAPreparerPersonNm
PTINP01559426PTIN
Phone8162216300PhoneNum
Preparation2020-11-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.126.162IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id43372220203025000012FederalOriginalSubmissionId
Federal Original Submission Id2020-10-28FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id5DFABEC250EE38674078CD427FA38FB9A71AD85DAtSubmissionCreationDeviceId
At Submission Filing Device IdACC7D5BC0A0E3C70341A77BCD8C6458D4AF6AC14AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

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$22,635,494GrossReceiptsAmt
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 Body21VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers125TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$1,746,095PYContributionsGrantsAmt
CY Contributions Grants$2,322,183CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,440,863PYInvestmentIncomeAmt
CY Investment Income$3,922,279CYInvestmentIncomeAmt
PY Other Revenue$3,875PYOtherRevenueAmt
CY Other Revenue-$5,600CYOtherRevenueAmt
PY Total Revenue$4,190,833PYTotalRevenueAmt
CY Total Revenue$6,238,862CYTotalRevenueAmt
PY Grants And Similar Paid$961,845PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,595,108CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$32,400PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$31,425CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$821,387CYTotalFundraisingExpenseAmt
PY Other Expenses$2,212,866PYOtherExpensesAmt
CY Other Expenses$2,313,100CYOtherExpensesAmt
PY Total Expenses$3,207,111PYTotalExpensesAmt
CY Total Expenses$3,939,633CYTotalExpensesAmt
PY Revenues Less Expenses$983,722PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,299,229CYRevenuesLessExpensesAmt
Total Assets BOY$17,646,065TotalAssetsBOYAmt
Total Assets EOY$20,616,552TotalAssetsEOYAmt
Total Liabilities BOY$772,891TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,493,359TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$16,873,174NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$19,123,193NetAssetsOrFundBalancesEOYAmt
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$1,793,058ExpenseAmt
Grant$1,292,784GrantAmt
Revenue$0RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$331,904ExpenseAmt
Grant$177,000GrantAmt
Revenue$0RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$256,042ExpenseAmt
Grant$122,824GrantAmt
Revenue$0RevenueAmt
DescSEE SCHEDULE ODesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$197,798TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$2,500TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$2,578,802TotalProgramServiceExpensesAmt
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 Document287IRPDocumentCnt
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 Members21GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
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 FldKSStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
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 (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
DOUGLAS HENLEY MD
BOARD MEMBER\EX-OFFICIO1.039.0Yes (X)$0$867,797$112,528
HEATHER PALMER MBA M
EXECUTIVE DIRECTOR32.08.0$0$249,667$63,324Yes (X)
BRENDA GASTON
ASSISTANT CONTROLLER10.030.0$0$120,020$65,295Yes (X)
PHYLLIS NARAGON
DIRECTOR FOUNDATION PROGRAMS40.00.0$0$115,759$45,184Yes (X)
ADA STEWART MD FAAFP
BOARD MEMBER\RESIGNED 20191.015.0Yes (X)$0$83,289$0
WINDEL STRACENER MD
BOARD MEMBER\ACADEMY 20201.015.0Yes (X)$0$13,775$0
DENNIS GINGRICH MD F
BOARD MEMBER\ACADEMY 20201.015.0Yes (X)$0$11,000$0
DOUGLAS A SPOTTS MD
BOARD MEMBER\PRESIDENT8.01.0Yes (X)$8,325$900$0Yes (X)
JULIE KAY ANDERSON MD
BOARD MEMBER\PRESIDENT ELECT8.01.0Yes (X)$5,175$900$0Yes (X)
DAVID R SMITH MD MP
BOARD MEMBER\TREASURER2.01.0Yes (X)$1,800$900$0Yes (X)
KRISTINA LAGUERRE MD
BOARD MEMBER\RESIDENT 20201.01.0Yes (X)$1,950$570$0
ANDREA GAVIN MD
BOARD MEMBER\AT-LARGE 20211.01.0Yes (X)$1,200$966$0
TOMAS P OWENS MD
BOARD MEMBER\CHAPTER 20191.00.0Yes (X)$1,650$0$0
CHRISTY SKIBIKI MD
BOARD MEMBER\CORPORATE 20201.00.0Yes (X)$1,200$0$0
RICHARD E SMITH JR
BOARD MEMBER\PUBLIC 20191.00.0Yes (X)$1,200$0$0
RENEE MARKOVICH MD
BOARD MEMBER\CHAPTER 20201.00.0Yes (X)$1,200$0$0
WARREN E JONES MD FA
BOARD MEMBER\PUBLIC 20211.00.0Yes (X)$1,200$0$0
MICHAEL KELLER
BOARD MEMBER\RESIGNED AUG 20191.00.0Yes (X)$1,200$0$0
BARBARA E KAY
BOARD MEMBER\CORPORATE 20191.00.0Yes (X)$900$0$0
E J HOLLAND JR
BOARD MEMBER\PUBLIC 20201.00.0Yes (X)$900$0$0
JAY-SHEREE ALLEN MD
BOARD MEMBER\AT-LARGE 20191.00.0Yes (X)$900$0$0
MARTIN DEVINE MD FAA
BOARD MEMBER\AT-LARGE 20201.00.0Yes (X)$600$0$0
GRETCHEN IRWIN MD MB
BOARD MEMBER\CHAPTER 20211.00.0Yes (X)$600$0$0
ANGELA BRICCO
BOARD MEMBER\CORPORATE 20211.00.0Yes (X)$600$0$0
IAN COKER
BOARD MEMBER\STUDENT 20201.00.0Yes (X)$600$0$0
REBECCA JAFFE MD MPH
BOARD MEMBER\VICE PRESIDENT2.02.0Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$31,200TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,465,543TotReportableCompRltdOrgAmt
Total Other Compensation$286,331TotalOtherCompensationAmt
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$1,721,819CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Fundraising$44,710FundraisingAmt
Related Organizations$337,526RelatedOrganizationsAmt
All Other Contributions$1,939,947AllOtherContributionsAmt
Total Contributions$2,322,183TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,919,059TotalRevenueColumnAmt
Exclusion$1,919,059ExclusionAmt

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$18,351,110SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$16,347,890SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,003,220SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,003,220TotalRevenueColumnAmt
Exclusion$2,003,220ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$43,142FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$44,710ContriRptFundraisingEventAmt
Fundraising Direct Expenses$48,742FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$5,600TotalRevenueColumnAmt
Exclusion-$5,600ExclusionAmt
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
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,238,862TotalRevenueColumnAmt
Exclusion$3,916,679ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,405,413TotalAmt
Program Services$1,405,413ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$189,695TotalAmt
Program Services$189,695ProgramServicesAmt

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$31,425TotalAmt
Program Services$5,650ProgramServicesAmt
Management And General$19,525ManagementAndGeneralAmt
Fundraising$6,250FundraisingAmt

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$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$3,809TotalAmt
Program Services$3,484ProgramServicesAmt
Management And General$325ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$30,119TotalAmt
Management And General$30,119ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$40,541TotalAmt
Program Services$8,611ProgramServicesAmt
Management And General$31,930ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,723,106TotalAmt
Program Services$848,526ProgramServicesAmt
Management And General$356,197ManagementAndGeneralAmt
Fundraising$518,383FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$33,128TotalAmt
Program Services$9,853ProgramServicesAmt
Fundraising$23,275FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,759TotalAmt
Program Services$879ProgramServicesAmt
Management And General$967ManagementAndGeneralAmt
Fundraising$913FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$41,169TotalAmt
Program Services$1,176ProgramServicesAmt
Management And General$336ManagementAndGeneralAmt
Fundraising$39,657FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$119,147TotalAmt
Program Services$31,572ProgramServicesAmt
Management And General$57,653ManagementAndGeneralAmt
Fundraising$29,922FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$151,351TotalAmt
Program Services$21,143ProgramServicesAmt
Management And General$22,643ManagementAndGeneralAmt
Fundraising$107,565FundraisingAmt

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$18,842TotalAmt
Program Services$18,842ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$13,921TotalAmt
Program Services$6,391ProgramServicesAmt
Management And General$7,530ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MAILING SERVICES AND POSTAGE$8,812$1,377$1,668$5,767
DESIGN AND PRINTING$83,596$13,597$3,350$66,649
OTHER PROGRAM EXPENSES$27,206$12,593$7,149$7,464
BANK CHARGES$13,303$52$13,251

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,291TotalAmt
Fundraising$2,291FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,939,633TotalAmt
Program Services$2,578,802ProgramServicesAmt
Management And General$539,444ManagementAndGeneralAmt
Fundraising$821,387FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$375,259BOYAmt
EOY$2,445,324EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$193,745BOYAmt
EOY$128,950EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$177,907BOYAmt
EOY$130,848EOYAmt

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$46,576BOYAmt
EOY$34,901EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$356,276LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$331,154LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$43,964BOYAmt
EOY$25,122EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$15,157,538BOYAmt
EOY$15,814,495EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,651,076BOYAmt
EOY$2,036,912EOYAmt

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$17,646,065BOYAmt
EOY$20,616,552EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$446,509BOYAmt
EOY$1,148,014EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$133,173BOYAmt
EOY$146,500EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$11,073BOYAmt
EOY$4,073EOYAmt

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$182,136BOYAmt
EOY$194,772EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$772,891BOYAmt
EOY$1,493,359EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$12,812,367BOYAmt
EOY$14,279,060EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,060,807BOYAmt
EOY$4,844,133EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,873,174BOYAmt
EOY$19,123,193EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,646,065BOYAmt
EOY$20,616,552EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,299,229ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$325,256NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$435,889PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$61,423OtherChangesInNetAssetsAmt
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$3,029,925CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,458,444CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,681,391CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,746,095CurrentTaxYearMinus1YearAmt
Current Tax Year$2,322,183CurrentTaxYearAmt
Total$12,238,038TotalAmt

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$3,029,925CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,458,444CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,681,391CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,746,095CurrentTaxYearMinus1YearAmt
Current Tax Year$2,322,183CurrentTaxYearAmt
Total$12,238,038TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,195,840SubstantialContributorsTotAmt
Public Support Total170$9,042,198PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,437,016CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,379,762CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,402,418CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,589,344CurrentTaxYearMinus1YearAmt
Current Tax Year$1,919,059CurrentTaxYearAmt
Total$7,727,599TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$19,965,637TotalSupportAmt
Public Support CY1700.45289PublicSupportCY170Pct
Public Support PY1700.43979PublicSupportPY170Pct
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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,360,158BeginningYearBalanceAmt
Contributions$250,279ContributionsAmt
Investment Earnings Or Losses$1,910,426InvestmentEarningsOrLossesAmt
Grants Or Scholarships$414,700GrantsOrScholarshipsAmt
Other Expenditures$463,481OtherExpendituresAmt
Administrative Expenses$76,669AdministrativeExpensesAmt
End Year Balance$13,566,013EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,383,863BeginningYearBalanceAmt
Contributions$101,099ContributionsAmt
Investment Earnings Or Losses$785,636InvestmentEarningsOrLossesAmt
Grants Or Scholarships$379,125GrantsOrScholarshipsAmt
Other Expenditures$455,666OtherExpendituresAmt
Administrative Expenses$75,649AdministrativeExpensesAmt
End Year Balance$12,360,158EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,438,242BeginningYearBalanceAmt
Contributions$145,330ContributionsAmt
Investment Earnings Or Losses$95,307InvestmentEarningsOrLossesAmt
Grants Or Scholarships$800,600GrantsOrScholarshipsAmt
Other Expenditures$412,276OtherExpendituresAmt
Administrative Expenses$82,140AdministrativeExpensesAmt
End Year Balance$12,383,863EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.74976BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.17210PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.07814TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp
BuildingsBuildingsGrp
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$356,276OtherCostOrOtherBasisAmt
Depreciation$331,154DepreciationAmt
Book Value$25,122BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$25,122TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
INVESTMENT IN AFFILIATE$1,276,610C
ALTERNATIVE INVESTMENTS$760,302F
FieldValueIRS element (for citing)
Total Book Value Securities$2,036,912TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLIABILITY TO LIFE BENEFICIARYDesc
Amt$194,772Amt
FieldValueIRS element (for citing)
Total Liability$194,772TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$8,973,768TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$325,256NetUnrealizedGainsInvstAmt
Other Revenue$3,775,191OtherRevenueAmt
Revenue Not Reported$4,100,447RevenueNotReportedAmt
Revenue Subtotal$4,873,321RevenueSubtotalAmt
Investment Expenses Not Incld$40,541InvestmentExpensesNotIncldAmt
Other Revenues Not Included$1,325,000OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$1,365,541RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$6,238,862TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$6,287,860TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$2,388,768OtherExpensesIncludedAmt
Expenses Not Reported$2,388,768ExpensesNotReportedAmt
Expenses Subtotal$3,899,092ExpensesSubtotalAmt
Investment Expenses Not Incld2$40,541InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$40,541ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,939,633TotalExpensesPerForm990Amt

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 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 $ 3,755,191
SCHEDULE D, PART XI, LINE 4BDIVIDEND RECEIVED FROM RELATED ORGANIZATION $ 1,325,000
SCHEDULE D, PART XII, LINE 2DRELATED ORGANIZATION EXPENSE $ 2,388,768

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1VIP BENEFITEvent1Nm
Gross Receipts Event1$36,600GrossReceiptsEvent1Amt
Charitable Contri Event1$18,300CharitableContriEvent1Amt
Gross Revenue Event1$18,300GrossRevenueEvent1Amt
Rent Facility Costs Event1$23,596RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$75OtherDirectExpensesEvent1Amt
Event2MINI AUCTIONEvent2Nm
Gross Receipts Event2$47,167GrossReceiptsEvent2Amt
Charitable Contri Event2$24,154CharitableContriEvent2Amt
Gross Revenue Event2$23,013GrossRevenueEvent2Amt
Non Cash Prizes Event2$23,013NonCashPrizesEvent2Amt
Other Direct Expenses Event2$104OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$4,085GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$2,256CharitableContriOtherEventsAmt
Gross Revenue Other Events$1,829GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$1,829NonCashPrizesOtherEventsAmt
Oth Direct Expnss Other Events$125OthDirectExpnssOtherEventsAmt
Gross Receipts Total$87,852GrossReceiptsTotalAmt
Charitable Contributions Tot$44,710CharitableContributionsTotAmt
Gross Revenue Total Events$43,142GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$24,842NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$23,596RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$304OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$48,742DirectExpenseSummaryEventsAmt
Net Income Summary-$5,600NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
AMERICAN ACADEMY OF FAMILY PHYSICIANS
11400 TOMAHAWK CREEK PARKWAYLEAWOODKS66211440536051501(C)(6)$1,184,339VAR PROGRAM SUPPORT
LATINO LEADERSHIP INC
8617 E COLONIAL DR STE 1600ORLANDOFL328173937593702613501(C)(3)$24,792FAMILY MEDICINE CARE
ST PETER COMMUNITY FREE CLINIC
PO BOX 405SAINT PETERMN560820405834579016501(C)(3)$19,055FAMILY MEDICINE CARE
PONCE MEDICAL SCHOOL FOUNDATION INC
388 DR LUIS SALA STREETPONCEPR00717660379122501(C)(3)$17,265FAMILY MEDICINE CARE
EMANATE HEALTH
115 S SUNSET AVENUEWEST COVINACA91790953885523501(C)(3)$11,500RESEIDENT SERVICE AW
STANFORD HEALTH CARE
455 OCONNOR DRIVE STE 250SAN JOSECA95138946174066501(C)(3)$11,500RESEIDENT SERVICE AW
JUST IN TIME MEDICAL CLINIC
8730 CINCINNATI DAYTON RD UNIT 1189WEST CHESTEROH450699100814050379501(C)(3)$7,518FAMILY MEDICINE CARE
MINNESOTA AFP
1400 VAN BUREN STREET NE 215MINNEAPOLISMN55413410804400501(C)(6)$7,000FMPC GRANTS
DISTRICT OF COLUMBIA AFP
520 W STREET NW SUITE 2400WASHINGTONDC20059526054439501(C)(6)$7,000FMPC GRANTS
HEALTH FOR ALL INC
3030 E 29TH STE 111BRYANTX778022740742624477501(C)(3)$6,370FAMILY MEDICINE CARE
GEORGIA AFP
3760 LAVISTA ROAD 100TUCKERGA30084586044158501(C)(6)$5,500FMPC GRANTS
FAMILY HEALTH MINISTRIES
PO BOX 16783CHAPEL HILLNC27516562206165501(C)(3)$14,824INTL DISASTER RELIEF
FieldValueIRS element (for citing)
Total501c3 Org8Total501c3OrgCnt
Total Other Org4TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
DPC SUMMIT SCHOLARSHIPS27$6,900
FAMILY MEDICINE LEADS SCHOLARSHIPS289$177,000
ALSO SCHOLARSHIPS1$1,795
CHFM SCHOLARSHIPS1$2,500
GLOBAL HEALTH SUMMIT SCHOLARSHIPS3$1,500

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 Grant Specialist 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 February 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 for 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 December. The grant cycle runs from February to January 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 March. 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. 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 two times a year (March and September). 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 one recipient is recommended by the 11 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.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 (4 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
DOUGLAS HENLEY MD
BOARD MEMBER\EX-OFFICIO$0$714,010$0$100,000$0$53,787$0$93,265$0$19,263$0$980,325$0$37,558
HEATHER PALMER MBA MA
EXECUTIVE DIRECTOR$0$243,435$0$5,000$0$1,232$0$38,681$0$24,643$0$312,991$0$0
BRENDA GASTON
ASSISTANT CONTROLLER$0$107,317$0$12,500$0$203$0$34,758$0$30,537$0$185,315$0$0
PHYLLIS NARAGON
DIRECTOR FOUNDATION PROGRAMS$0$112,909$0$0$0$2,850$0$33,147$0$12,037$0$160,943$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 DOUGLAS HENLY $ 37,558 $ 40,665 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 (17 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 2019, AWARDS AND GRANTS IMPACTED 37 STATE AFP CHAPTERS, 131 ORGANIZATIONS, NEARLY 1,500 RESIDENTS, RESEARCH FELLOWS, FAMILY MEDICINE RESEARCHERS AND MEDICAL STUDENTS, 412 HEALTH PROFESSIONALS, AND 43 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 2019, 245 SCHOLARSHIPS WERE PROVIDED FOR FAMILY MEDICINE RESIDENTS AND MEDICAL STUDENTS TO ATTEND NATIONAL CONFERENCE, 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 NOT HAVE SERVED 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 $565,000 TO 51 FREE CLINICS (FIVE IN 2019). A VALUE OF MORE THAN $14.5 MILLION IN SERVICES DURING REPORTING YEAR 2019 WERE PROVIDED BY FAMILY MEDICINE COLLEAGUES (STUDENTS, RESIDENTS, ACTIVE AND RETIRED FAMILY PHYSICIANS) THROUGH 3,634 VOLUNTEERS AND 47,463 VOLUNTEER HOURS FOR A TOTAL OF APPROXIMATELY 71,000 PATIENT VISITS. IN 2019 THE FMC USA RESIDENT SERVICE AWARD PROGRAM SUPPORTED TWO PROJECTS: 1) CHOICES AND LIFE-LONG SKILLS: ELEVATING ADOLESCENT CONTRACEPTION AWARENESS THROUGH THE IMPLEMENTATION OF A RESIDENT-LED SCHOOL-BASED TEEN CLINIC. A PROJECT SEEKING TO ENCOURAGE A HEALTHY LIFESTYLE AND MINIMIZE DISPARITIES IN REPRODUCTIVE HEALTH AND CONTRACEPTIVE COUNSELING/USE FOR OUR ADOLESCENT PATIENTS. AND 2) HEALTHY KIDS: ESTABLISHING PEDIATRIC OBESITY GROUP VISITS AT A FAMILY MEDICINE RESIDENCY CLINIC. THIS PROJECT AIMS AT ADDRESSING PEDIATRIC OBESITY THROUGH PREVENTION, ASSESSMENT AND TREATMENT. DURING 2019, FMCI IMPACTED OVER 900 CHILDREN BY PROVIDING HYGIENE KITS, FOCUSED ON CHILDREN FROM VULNERABLE FAMILIES AND DIVERSE COMMUNITITES AND BACKGROUNDS. https://www.aafpfoundation.org/our-programs/humanitarian-initiatives.html
FORM 990, PART III, LINE 4DESTABLISHED 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. DURING 2019, THE CENTER HANDLED A TOTAL OF 871 ENGAGEMENTS, WHICH INVOLVED GIVING TOURS AND PRESENTATIONS, HANDLING LOANS, EXHIBITS, ANNIVERSARIES, MEETINGS AND CONFERENCES, AS WELL RESPONDING TO REFERENCE REQUESTS FROM ORGANIZATIONS, UNIVERSITIES, RESIDENCY PROGRAMS AND INDIVIDUALS, INCLUDING PRACTICING AND RETIRED PHYSICIANS, STUDENTS, RESIDENTS AND PRIVATE RESEARCHERS. CHFM VOLUNTEERS ALSO CONTRIBUTED A TOTAL OF 177 HOURS VOLUNTEERING FOR THE CENTER DURING 2019. THE CHFM ALSO SPONSORS THE SANDRA L. PANTHER FELLOWSHIP IN THE HISTORY OF FAMILY MEDICINE EACH YEAR. THE FELLOWSHIP SUPPORTS RESEARCH USING THE COLLECTIONS OF THE CHFM TO ADVANCE UNDERSTANDING AND APPRECIATION OF THE HISTORY OF FAMILY MEDICINE. https://www.aafpfoundation.org/our-programs/center-history-family-medicine
FORM 990, PART VI, SECTION A, LINE 2DOUGLAS A SPOTTS, JULIE K ANDERSON, REBECCA JAFFE, DAVID SMITH, ADA STEWART, WINDEL STRACENER, DOUGLAS HENLEY, KRISTINA LAGUERRE, HEATHER PALMER, PHYLLIS NARAGON, ANDREA GAVIN 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 8THE PRIOR PERIOD ADJUSTMENT REPRESENTS THE CUMULATIVE IMPACT OF ADOPTING ACCOUNTING STANDARDS UPDATE (ASU) NO. 2014-09, REVENUE FROM CONTRACTS WITH CUSTOMERS (TOPIC 606), ON JANUARY 1, 2019. THE TOTAL ADJUSTMENT WAS A DECREASE IN RETAINED EARNINGS WITHIN STOCKHOLDER'S EQUITY OF $435,889.
FORM 990, PART XI, LINE 9DIVIDEND FROM SUBSIDIARY $( 1,325,000) EQUITY IN SUBSIDIARY EARNINGS $ 1,386,423 ------------ TOTAL OTHER CHANGES IN NET ASSETS $ 61,423 ============
FORM 990, PART XII, LINE 2CFINANCE COMMITTEE ABSORBED ROLES OF DISSOLVED AUDIT COMMITTEE.
FORM 990 PART IX LINE 11GDESCRIPTION:CONTRACTED SERVICES - ASA TOTAL FEES:1402907
FORM 990 PART IX LINE 11GDESCRIPTION:OTHER FEES FOR SERVICES TOTAL FEES:320199

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 TypeRELATEDPredominantIncomeTypeTxt
Share Of Total Income$55,094ShareOfTotalIncomeAmt
Share Of EOY Assets$0ShareOfEOYAssetsAmt
Disproportionate AllocationsfalseDisproportionateAllocationsInd
General Or Managing PartnerfalseGeneralOrManagingPartnerInd
Ownership0.00000OwnershipPct

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$3,786,423$4,609,8131.00000Yes (true)
CHARITABLE REMAINDER 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$1,325,000CASH
AMERICAN ACADEMY OF FAMILY PHYSICIANS
P$1,721,819CASH
AMERICAN ACADEMY OF FAMILY PHYSICIANS
B$1,184,339CASH
AMERICAN ACADEMY OF FAMILY PHYSICIANS
C$337,526CASH