2019-04-13T11:59:25-05:00 2018-05-31 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2017-06-01 440536051 AMERICAN ACADEMY OF FAMILY PHYSICIANS % MARY DEGHELDER AMER 9139066000 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 662112672 DALE CULVER CFO 9139066000 2019-04-15 true Michael J Engle CPA P00482834 8162216300 167.68.126.162 43372220191035000102 2019-04-13 P 12BB4602E9BA9CF6AC8B11AFBB85A4887E96027D 927FF55814DC86C95206180680C8477BF714D47F 2017 2019-02-21 02:37:17Z DOUGLAS HENLEY 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 662112672 92141703 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 17 446 8720181 -2142428 29480354 30279039 52076577 50041406 14718057 6317530 4224780 4840689 100499768 91478664 241160 294849 0 0 45801478 46154823 0 0 0 45764745 44183542 91807383 90633214 8692385 845450 109057442 110691450 47050779 44807618 62006663 65883832 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 PROFESSIONALISM 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 false false false true true false true false false false false false false false false false true false true false false false false false false false false false false true true true true false true 709 0 true 446 true true true false false false true true false X 17 17 false false false false true true false true true false true true true true true true true true true true true true KS X MARY DEGHELDER 9139066000 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 662112672 X WINDEL STRACENER DIRECTOR 15.0 0.0 X 2400 0 0 ALEXA MIESES DIRECTOR 15.0 0.0 X 8000 0 0 STERLING RANSONE DIRECTOR 15.0 0.0 X 1700 0 0 MOTT PARKS BLAIR DIRECTOR TO 9/17 15.0 0.0 X 44682 0 0 LYNN MARIE B LILLIE DIRECTOR TO 9/17 15.0 0.0 X 15429 0 0 LEONARD DANIEL REEVES DIRECTOR 15.0 0.0 X 18886 0 0 ADA DENISE STEWART DIRECTOR 15.0 0.0 X 23697 0 0 STEWART DECKER DIRECTOR TO 9/17 15.0 0.0 X 21342 0 0 GARY L LEROY DIRECTOR 15.0 0.0 X 22588 0 0 CARL RAYMOND OLDEN DIRECTOR 15.0 0.0 X 25245 0 0 ERICA SWEGLER DIRECTOR 15.0 0.0 X 0 0 0 RUSSELL KOHL VICE SPEAKER 15.0 0.0 X X 2000 0 0 ROBERT RASPA DIRECTOR 15.0 0.0 X 17921 0 0 LAUREN ABDUL-MAJEED DIRECTOR TO 9/17 15.0 0.0 X 20556 0 0 JOHN S CULLEN PRESIDENT-ELECT 24.0 0.0 X X 124106 0 0 JOHN BENDER DIRECTOR 15.0 0.0 X 2080 0 0 MATTHEW THOMAS BURKE DIRECTOR TO 9/17 15.0 0.0 X 18019 0 0 WANDA FILER BOARD CHAIR TO 09/17 27.0 0.0 X X 143605 0 0 FRANKIE SIMMONS III DIRECTOR 15.0 0.0 X 5563 0 0 JOHN S MEIGS BOARD CHAIR 27.0 0.0 X X 204799 0 0 MICHAEL MUNGER PRESIDENT 40.0 0.0 X X 210785 0 0 JAVETTE C ORGAIN SPEAKER TO 9/17 18.0 0.0 X X 31349 0 0 ALAN I SCHWARTZSTEIN SPEAKER 18.0 0.0 X X 27625 0 0 JOHN HEAFNER DIRECTOR 15.0 0.0 X 8420 0 0 DOUGLAS HENLEY CEO/EVP 40.0 1.0 X 767053 0 110019 DALE CULVER CFO 40.0 1.0 X 234649 0 71168 TODD DICUS COO/DEVP 40.0 1.0 X 452234 0 89979 CRAIG DOANE SVP 40.0 0.0 X 274925 0 76806 RONALD MARTIN SVP 40.0 0.0 X 298729 0 53454 JULIE WOOD SVP 40.0 0.0 X 292141 0 82341 HARRY C KNIGHT SVP 40.0 0.0 X 401627 0 94738 SHANNON SCOTT SVP 40.0 0.0 X 295661 0 67268 STANLEY KOZAKOWSKI DIV DIR 40.0 0.0 X 231860 0 53715 STEVEN E WALDREN DIR - ALLIANCE EHEALTH INNOVAT 40.0 0.0 X 241716 0 67382 ANDREW BAZEMORE DIV DIR 40.0 0.0 X 279864 0 71613 AMY MULLINS MED DIR - QI 40.0 0.0 X 246920 0 74029 HEATHER LEITH VP - GENERAL COUNSEL 40.0 0.0 X 236712 0 46182 5254888 0 958694 78 false true false QUADGRAPHICS 500 1ST AVE PITTSBURGH PA 15264 PRINT SERVICES 1415738 FREEMAN AUDIO VISUAL PO BOX 650519 DALLAS TX 75265 A/V SERVICES 1083892 THE RK CULINARY GROUP 1220 E COMMERCE ST SAN ANTONIO TX 78205 CATERING SERVICES 546691 PSAV PRESENTATION SERVICES 23918 NETWORK PLACE CHICAGO IL 60673 A/V SYSTEMS 552456 JAMES PRINTING COMPANY 1340 TANEY ST KANSAS CITY MO 08628 PRINT SERVICES 455976 45 29813544 465495 30279039 PUBLICATIONS 541800 10833881 2113821 8720060 SUBSCRIPTION INCOME 561499 3456210 3456210 COURSES & PROGRAM 561499 18306318 18306318 MEETING 561499 613195 613195 EXHIBIT INCOME 561499 2629325 2629325 14202477 14202477 50041406 1874431 1874431 0 3457692 3457692 268851 268851 0 268851 268851 4594053 175 142059 9070 4451994 -8895 4443099 4443099 0 0 0 0 0 0 1437128 511910 925218 925218 MISCELLANEOUS REVENUE 900099 188928 121 188807 188928 91478664 39617239 8720181 12862205 294849 0 0 0 4846780 0 31368932 3008981 4536087 2394043 0 105754 84165 3118628 0 142059 7047426 1087488 2931808 2581580 0 4633220 3893513 0 10392016 67506 0 1050505 257777 PRODUCTION 3828318 REPAIRS & MAINTENANCE 510407 GIFTS & CONTRIBUTIONS 330556 DUES 728135 1392681 90633214 6331557 2748764 0 0 0 0 5496817 5540306 0 0 0 0 0 0 25763 25763 2023743 2170066 25946097 23198782 2837613 2747315 88777155 93452690 0 0 0 0 0 0 3564794 4006546 109057442 110691450 10023565 11089984 0 0 28513566 29351758 0 0 0 0 0 0 2602181 1807045 0 0 5911467 2558831 47050779 44807618 X 62006663 65883832 0 0 0 0 62006663 65883832 109057442 110691450 X 845450 965717 2066002 X false true X true false false AAFP PAC 1133 CONNECTICUT NW STE 1100 WASHINGTON DC 20036 562512251 false false true 29813544 3118628 259613 3378241 3329179 49062 3701106 3701106 22137356 19497676 2639680 107635 0 107635 2747315 0 Defined Benefit Obligation 325357 Deferred Compensation Plan 457 2233474 2558831 95080623 965717 2778301 3744018 91336605 142059 142059 91478664 91897714 1406559 1406559 90491155 142059 142059 90633214 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 EXPENSES $ 5,481,971 COST OF GOODS SOLD 511,910 ELIMINATIONS ( 3,215,580) ----------- $ 2,778,301 SCHEDULE D, PART XII, LINE 2D RELATED ORGANIZATION EXPENSES $ 4,110,229 COST OF GOODS SOLD 511,910 ELIMINATIONS ( 3,215,580) ----------- $ 1,406,559 true AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION 11400 TOMAHAWK CREEK PARKWAY SUITE LEAWOOD KS 66211 446013671 501(C)(3) 26887 SUPPORT ANNALS OF FAMILY MEDICINE 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 010576305 501(C)(3) 210165 SUPPORT ALLIANCE FOR HEALTH REFORM 1444 EYE STREET NW STE 910 WASHINGTON DC 20005 521746328 501(C)(3) 10000 SUPPORT UNITED WAY OF GREATER KANSAS CITY 801 W 47TH STREET STE 500 KANSAS CITY MO 64187 440545812 501(C)(3) 22797 SUPPORT PATIENT-CENTERED PRIMARY CARE COLLABORATIVE 601 THIRTEENTH STREET NW SUITE 43 WASHINGTON DC 20005 262012436 501(C)(3) 25000 SUPPORT 5 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 false true false JOHN S MEIGS BOARD CHAIR 0 0 0 0 204799 0 0 0 0 0 204799 0 MICHAEL MUNGER PRESIDENT 0 0 0 0 210785 0 0 0 0 0 210785 0 DOUGLAS HENLEY CEO/EVP 645175 0 75000 0 46878 0 85805 0 24214 0 877072 0 33435 DALE CULVER CFO 219591 0 10000 0 5058 0 46788 0 24380 0 305817 0 STANLEY KOZAKOWSKI DIV DIR 218145 0 0 0 13715 0 32093 0 21622 0 285575 0 1757 STEVEN E WALDREN DIR - ALLIANCE EHEALTH INNOVAT 241178 0 0 0 538 0 43986 0 23396 0 309098 0 ANDREW BAZEMORE DIV DIR 277728 0 0 0 2136 0 51303 0 20310 0 351477 0 1326 AMY MULLINS MED DIR - QI 246380 0 0 0 540 0 45990 0 28039 0 320949 0 HEATHER LEITH VP - GENERAL COUNSEL 229582 0 6000 0 1130 0 46182 0 0 0 282894 0 TODD DICUS COO/DEVP 380053 0 50000 0 22181 0 68249 0 21730 0 542213 0 17176 CRAIG DOANE SVP 259793 0 7500 0 7632 0 49640 0 27166 0 351731 0 837 RONALD MARTIN SVP 282503 0 10000 0 6226 0 52293 0 1161 0 352183 0 2131 JULIE WOOD SVP 274692 0 10000 0 7449 0 53102 0 29239 0 374482 0 2591 HARRY C KNIGHT SVP 373648 0 10000 0 17979 0 64515 0 30223 0 496365 0 14400 SHANNON SCOTT SVP 280781 0 10000 0 4880 0 44029 0 23239 0 362929 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 AND OFFICERS ARE PROVIDED SPOUSAL TRAVEL. THE AMOUNT IS INCLUDED AS REPORTABLE COMPENSATION ON THE DIRECTOR'S FORM 1099 AND THE OFFICER'S FORM W-2. SCHEDULE J, PART I, LINE 4B DOUGLAS HENLEY $ 35,405 TODD DICUS $ 17,849 HARRY C KNIGHT $ 14,994 RONALD MARTIN $ 2,684 JULIE WOOD $ 3,001 ANDREW BAZEMORE $ 1,572 SHANNON SCOTT $ 1,500 CRAIG DOANE $ 693 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. 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 AND INTERNATIONAL. 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 PENSION LIABILITY $ 2,066,002 FAMILY MEDICINE FOR AMERICA'S HEALTH LL 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 471306955 FM INITIATIVE KS 3231095 260809 AAFP ACADEMY 1740 INC 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 431485548 OWN BUILDING MO 501(C)(2) N/A AAFP true AMER ACADEMY OF FAMILY PHYSICIANS PAC 1133 CONNECTICUT NW STE 1100 WASHINGTON DC 20036 562512251 PAC MO 527 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 AAFP POOLED INV FD 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 431695097 ASSET MGMT MO NA EXCLUDED FROM TAX 6213838 72208154 false true 0.64242 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 true false true true false true false true AMERICAN ACADEMY OF FAMILY PHYSICIANS FDN C 465495 FMV ACADEMY 1740 INC K 2964022 FMV AMERICAN ACADEMY OF FAMILY PHYSICIANS PAC L 559102 FMV AMERICAN ACADEMY OF FAMILY PHYSICIANS FDN Q 1638049 FMV AAFP POOLED INVESTMENT FUND S 4400000 FMV AAFP POOLED INVESTMENT FUND A 1761844 FMV ACADEMY 1740 INC D 20197939 FMV