FURP.ORG / PUBLIC DATA EXPLORER

AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION (EIN 44-6013671)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-10-30
IRS object ID
201933039349300723
Schema version
2018v3.1
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)
Return2019-10-30T09:41:27-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonApril Arnold CPAPreparerPersonNm
PTINP01559426PTIN
Phone8162216300PhoneNum
Preparation2019-11-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.126.162IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id43372220193035000000FederalOriginalSubmissionId
Federal Original Submission Id2019-10-30FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD0FFC0E4C70CD344405AC32D245AF8ED03D3919AAtSubmissionCreationDeviceId
At Submission Filing Device IdB63AEF58A3948584CFC9994E7E12F4E53EEB27F2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

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$9,826,528GrossReceiptsAmt
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 Body20VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers125TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$2,681,391PYContributionsGrantsAmt
CY Contributions Grants$1,746,095CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,194,025PYInvestmentIncomeAmt
CY Investment Income$2,440,863CYInvestmentIncomeAmt
PY Other Revenue-$3,527PYOtherRevenueAmt
CY Other Revenue$3,875CYOtherRevenueAmt
PY Total Revenue$4,871,889PYTotalRevenueAmt
CY Total Revenue$4,190,833CYTotalRevenueAmt
PY Grants And Similar Paid$1,993,395PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$961,845CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$30,375PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$32,400CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$730,967CYTotalFundraisingExpenseAmt
PY Other Expenses$2,348,953PYOtherExpensesAmt
CY Other Expenses$2,212,866CYOtherExpensesAmt
PY Total Expenses$4,372,723PYTotalExpensesAmt
CY Total Expenses$3,207,111CYTotalExpensesAmt
PY Revenues Less Expenses$499,166PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$983,722CYRevenuesLessExpensesAmt
Total Assets BOY$19,061,591TotalAssetsBOYAmt
Total Assets EOY$17,646,065TotalAssetsEOYAmt
Total Liabilities BOY$1,207,727TotalLiabilitiesBOYAmt
Total Liabilities EOY$772,891TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$17,853,864NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$16,873,174NetAssetsOrFundBalancesEOYAmt
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$1,028,230ExpenseAmt
Grant$645,721GrantAmt
Revenue$0RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$352,616ExpenseAmt
Grant$176,400GrantAmt
Revenue$0RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$324,246ExpenseAmt
Grant$137,706GrantAmt
Revenue$0RevenueAmt
DescSEE SCHEDULE ODesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$190,950TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$2,018TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$1,896,042TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
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 With Officer EntfalseBusinessRlnWithOfficerEntInd
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 Document283IRPDocumentCnt
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 Members20GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
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
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
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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 (28 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
TOMAS P OWENS MD
BOARD MEMBER\CHAPTER 20191.00.0Yes (X)$1,800$0$0
MARTIN DEVINE MD FAAFP
BOARD MEMBER\AT-LARGE 20201.00.0Yes (X)$1,050$0$0
P BRENT SMITH MD
BOARD MEMBER\PRESIDENT8.01.0Yes (X)$6,525$900$0Yes (X)
ADA STEWART MD FAAFP
BOARD MEMBER\ACADEMY 20191.015.0Yes (X)$0$26,242$0
JOHN BENDER MD MBA FAAFP
BOARD MEMBER\RESIGNED-SEP 20181.015.0Yes (X)$0$0$0
GRETCHEN IRWIN MD MBA FAAFP
BOARD MEMBER\CHAPTER 20181.00.0Yes (X)$0$0$0
DAVID R SMITH MD MPH FAAFP
BOARD MEMBER\AT-LARGE 20191.00.0Yes (X)$900$0$0
REBECCA JAFFE MD MPH FAAFP
BOARD MEMBER\TREASURER2.01.0Yes (X)$1,575$900$0Yes (X)
BARBARA E KAY
BOARD MEMBER\CORPORATE 20191.00.0Yes (X)$900$0$0
CHRISTY SKIBIKI MD
BOARD MEMBER\CORPORATE 20201.00.0Yes (X)$0$0$0
RICHARD E SMITH JR
BOARD MEMBER\PUBLIC 20191.00.0Yes (X)$1,500$0$0
E J HOLLAND JR
BOARD MEMBER\PUBLIC 20201.00.0Yes (X)$900$0$0
DOUGLAS A SPOTTS MD FAAFP
BOARD MEMBER\PRESIDENT ELECT8.01.0Yes (X)$6,525$900$0Yes (X)
JULIE KAY ANDERSON MD FAAFP
BOARD MEMBER\VICE PRESIDENT2.02.0Yes (X)$2,700$3,200$0Yes (X)
RENEE MARKOVICH MD
BOARD MEMBER\CHAPTER 20201.00.0Yes (X)$1,050$0$0
DOUGLAS HENLEY MD
BOARD MEMBER\EX-OFFICIO1.039.0Yes (X)$0$803,374$113,438
JAY-SHEREE ALLEN MD
BOARD MEMBER\RESIGNED-AUG 20181.01.0Yes (X)$1,650$300$0
KRISTINA LAGUERRE MD
BOARD MEMBER\RESIDENT 20191.01.0Yes (X)$600$300$0
WINDEL STRACENER MD FAAFP
BOARD MEMBER\ACADEMY 20201.015.0Yes (X)$0$25,273$0
CARRIE A JOHNSON
BOARD MEMBER\CORPORATE 20181.00.0Yes (X)$0$0$0
DAVID A GOVAKER
BOARD MEMBER\RESIGNED-MAR 20181.00.0Yes (X)$0$0$0
WARREN E JONES MD FAAFP
BOARD MEMBER\PUBLIC 20181.00.0Yes (X)$1,050$0$0
MICHAEL KELLER
BOARD MEMBER\STUDENT 20191.00.0Yes (X)$1,800$0$0
CRAIG M DOANE
EXEC. DIR.\RESIGNED-FEB 201816.024.0$0$200,151$12,631Yes (X)
HEATHER PALMER MBA MA
EXECUTIVE DIRECTOR32.08.0$0$120,640$24,886Yes (X)
BRENDA GASTON
ASSISTANT CONTROLLER10.030.0$0$108,132$58,234Yes (X)
PHYLLIS NARAGON
DIRECTOR FOUNDATION PROGRAMS40.00.0$0$122,517$42,816Yes (X)
BRENDA CHERPITEL
DIR. DEVELOP\RESIGNED AUG 201840.00.0$0$107,951$36,839Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$30,525TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,520,780TotReportableCompRltdOrgAmt
Total Other Compensation$288,844TotalOtherCompensationAmt
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$1,674,461CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Fundraising$51,104FundraisingAmt
Related Organizations$127,024RelatedOrganizationsAmt
All Other Contributions$1,567,967AllOtherContributionsAmt
Total Contributions$1,746,095TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,589,344TotalRevenueColumnAmt
Exclusion$1,589,344ExclusionAmt

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$6,446,345SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,594,826SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$851,519SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$851,519TotalRevenueColumnAmt
Exclusion$851,519ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$44,744FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$51,104ContriRptFundraisingEventAmt
Fundraising Direct Expenses$40,869FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,875TotalRevenueColumnAmt
Exclusion$3,875ExclusionAmt
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$4,190,833TotalRevenueColumnAmt
Exclusion$2,444,738ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$771,707TotalAmt
Program Services$771,707ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$185,418TotalAmt
Program Services$185,418ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$4,720TotalAmt
Program Services$4,720ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$32,400TotalAmt
Program Services$7,250ProgramServicesAmt
Management And General$18,950ManagementAndGeneralAmt
Fundraising$6,200FundraisingAmt

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$818TotalAmt
Management And General$818ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$27,296TotalAmt
Management And General$27,296ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$87,082TotalAmt
Program Services$17,586ProgramServicesAmt
Management And General$69,496ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,513,482TotalAmt
Program Services$795,178ProgramServicesAmt
Management And General$318,205ManagementAndGeneralAmt
Fundraising$400,099FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$40,090TotalAmt
Program Services$13,728ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$26,362FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,663TotalAmt
Program Services$1,933ProgramServicesAmt
Management And General$791ManagementAndGeneralAmt
Fundraising$2,939FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$37,434TotalAmt
Program Services$432ProgramServicesAmt
Management And General$336ManagementAndGeneralAmt
Fundraising$36,666FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$120,508TotalAmt
Program Services$34,943ProgramServicesAmt
Management And General$64,949ManagementAndGeneralAmt
Fundraising$20,616FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$183,237TotalAmt
Program Services$18,359ProgramServicesAmt
Management And General$61,566ManagementAndGeneralAmt
Fundraising$103,312FundraisingAmt

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$13,883TotalAmt
Program Services$6,371ProgramServicesAmt
Management And General$7,512ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MAILING SERVICES AND POSTAGE$47,332$830$443$46,059
DESIGN AND PRINTING$84,341$6,773$5,102$72,466
OTHER PROGRAM EXPENSES$14,718$11,115$1,945$1,658
BANK CHARGES$15,945$0$1,906$14,039

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,195TotalAmt
Program Services$857ProgramServicesAmt
Management And General$787ManagementAndGeneralAmt
Fundraising$551FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,207,111TotalAmt
Program Services$1,896,042ProgramServicesAmt
Management And General$580,102ManagementAndGeneralAmt
Fundraising$730,967FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$328,290BOYAmt
EOY$375,259EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$143,397BOYAmt
EOY$193,745EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$146,393BOYAmt
EOY$177,907EOYAmt

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$45,722BOYAmt
EOY$46,576EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$356,276LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$312,312LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$62,806BOYAmt
EOY$43,964EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$16,837,328BOYAmt
EOY$15,157,538EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,497,655BOYAmt
EOY$1,651,076EOYAmt

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$19,061,591BOYAmt
EOY$17,646,065EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$700,560BOYAmt
EOY$446,509EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$251,327BOYAmt
EOY$133,173EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$50,849BOYAmt
EOY$11,073EOYAmt

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$204,991BOYAmt
EOY$182,136EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,207,727BOYAmt
EOY$772,891EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,676,143BOYAmt
EOY$12,812,367EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,982,251BOYAmt
EOY$1,982,251EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,195,470BOYAmt
EOY$2,078,556EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,853,864BOYAmt
EOY$16,873,174EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,061,591BOYAmt
EOY$17,646,065EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$983,722ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$2,117,833NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$153,421OtherChangesInNetAssetsAmt
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$4,451,153CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,029,925CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,458,444CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,681,391CurrentTaxYearMinus1YearAmt
Current Tax Year$1,746,095CurrentTaxYearAmt
Total$14,367,008TotalAmt

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$4,451,153CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,029,925CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,458,444CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,681,391CurrentTaxYearMinus1YearAmt
Current Tax Year$1,746,095CurrentTaxYearAmt
Total$14,367,008TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$4,911,631SubstantialContributorsTotAmt
Public Support Total170$9,455,377PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,324,068CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,437,016CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,379,762CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,402,418CurrentTaxYearMinus1YearAmt
Current Tax Year$1,589,344CurrentTaxYearAmt
Total$7,132,608TotalAmt

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$21,499,616TotalSupportAmt
Public Support CY1700.43979PublicSupportCY170Pct
Public Support PY1700.40376PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,646,039BeginningYearBalanceAmt
Contributions$310,224ContributionsAmt
Investment Earnings Or Losses$587,512InvestmentEarningsOrLossesAmt
Other Expenditures$20,635OtherExpendituresAmt
Administrative Expenses$84,898AdministrativeExpensesAmt
End Year Balance$13,438,242EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.76150BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.18841PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.05009TermEndowmentBalanceEOYPct
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$312,312DepreciationAmt
Book Value$43,964BookValueAmt
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildingsGrp
Total Book Value Land Buildings$43,964TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescINVESTMENT IN AFFILIATEDesc
Book Value$1,651,076BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$1,651,076TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLIABILITY TO LIFE BENEFICIARYDesc
Amt$182,136Amt
FieldValueIRS element (for citing)
Total Liability$182,136TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$4,529,895TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$2,117,833NetUnrealizedGainsInvstAmt
Other Revenue$3,744,977OtherRevenueAmt
Revenue Not Reported$1,627,144RevenueNotReportedAmt
Revenue Subtotal$2,902,751RevenueSubtotalAmt
Investment Expenses Not Incld$87,082InvestmentExpensesNotIncldAmt
Other Revenues Not Included$1,201,000OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$1,288,082RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,190,833TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,510,585TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$2,390,556OtherExpensesIncludedAmt
Expenses Not Reported$2,390,556ExpensesNotReportedAmt
Expenses Subtotal$3,120,029ExpensesSubtotalAmt
Investment Expenses Not Incld2$87,082InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$87,082ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,207,111TotalExpensesPerForm990Amt

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 $ 3,744,977
SCHEDULE D, PART XI, LINE 4BDIVIDEND RECEIVED FROM RELATED ORGANIZATION $ 1,201,000
SCHEDULE D, PART XII, LINE 2DRELATED ORGANIZATION EXPENSE $ 2,390,556

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1VIP BENEFITEvent1Nm
Gross Receipts Event1$58,800GrossReceiptsEvent1Amt
Charitable Contri Event1$29,400CharitableContriEvent1Amt
Gross Revenue Event1$29,400GrossRevenueEvent1Amt
Rent Facility Costs Event1$25,500RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$25OtherDirectExpensesEvent1Amt
Event2MINI AUCTIONEvent2Nm
Gross Receipts Event2$25,423GrossReceiptsEvent2Amt
Charitable Contri Event2$12,238CharitableContriEvent2Amt
Gross Revenue Event2$13,185GrossRevenueEvent2Amt
Non Cash Prizes Event2$13,185NonCashPrizesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$11,625GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$9,466CharitableContriOtherEventsAmt
Gross Revenue Other Events$2,159GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$2,159NonCashPrizesOtherEventsAmt
Gross Receipts Total$95,848GrossReceiptsTotalAmt
Charitable Contributions Tot$51,104CharitableContributionsTotAmt
Gross Revenue Total Events$44,744GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$15,344NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$25,500RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$25OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$40,869DirectExpenseSummaryEventsAmt
Net Income Summary$3,875NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Heart to Heart International
401 S Clairborne Suite 300OlatheKS66062481108359501(c)(3)$10,221Disaster Relief
International Medical Corps
1919 Santa Monica BlvdSanta MonicaCA90404953949646501(c)(3)$10,221Intl Disaster Relief
Kansas AFP Foundation
7570 W 21st N Bldg 1046 CWichitaKS67205680962251501(c)(3)$12,500EXTERNSHIPS, FMPC GRANTS
The Curators of the Univ of Missouri
Office of Sponsored Programs AdminiColumbiaMO65211436003859Govt/Educ Inst$10,000FAMILY MEDICINE CARES
DULUTH GRADUATE MED ED COUNCIL INC
330 N 8TH AVE EDULUTHMN55805237456795501(C)(3)$11,500FAMILY MEDICINE CARES
TRUSTEES OF COLUMBIA UNIVERSITY
630 W 168TH ST BOX 49NEW YORKNY100323702135598093501(C)(3)$9,998FAMILY MEDICINE CARES
CLINICA TEPATI
MED SCHI 1C-144 UC DAVISDAVISCA95616942324682501(C)(3)$9,983FAMILY MEDICINE CARES
INDIAN AMERICAN MEDICAL ASSOCIATION CHARITABLE FOU
2645 W PETERSON AVECHICAGOIL60659363910201501(C)(3)$9,133FAMILY MEDICINE CARES
HEALTHCARE FOR THE HOMELESS-HOUSTON
1934 CAROLINE STREETHOUSTONTX77002760647934501(C)(3)$9,055FAMILY MEDICINE CARES
VANDERBILT UNIVERSITY MEDICAL CENTER - SHADE TREE
3322 W END AVE SUITE 900NASHVILLETN37203352528741501(C)(3)$7,667FAMILY MEDICINE CARES
VIMDOS CLINIC DBA DEARBORN CLINIC
PO BOX 3429LAWRENCEBURGIN47025822231722501(C)(3)$7,649FAMILY MEDICINE CARES
ADVENTHEALTH FOUNDATION CENTRAL FLORDIA
550 E ROLLINS STREET 6TH FLOORORLANDOFL32803592219301501(C)(3)$7,010FAMILY MEDICINE CARES
DETROIT HEALTH DEPARTMENT
3245 EAST JEFFERSON STE 100DETROITMI48207386004606GOVT/EDUC INST$6,500FAMILY MEDICINE CARES
FAMILY HEALTH MINISTRIES
PO BOX 16783CHAPEL HILLNC27516562206165501(C)(3)$29,707INTL DISASTER RELIEF
AMERICAN ACADEMY OF FAMILY PHYSICIANS
11400 TOMAHAWK CREEK PARKWAYLEAWOODKS66211440536051501(C)(3)$510,433VAR PROGRAM SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org15Total501c3OrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
CHFM FELLOWSHIP2$2,018
DISASTER ASSISTANCE2$4,000
DPC SUMMIT2$1,000
WORLD HEALTH ORGANIZATION CONFERENCE1$2,000
FAMILY MEDICINE LEADS257$176,400

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. Immunization Awards - is a competitive award program available only to Family Medicine residency programs achieving high or improved immunization rates or implementing a system to improve childhood or adult immunization rates in medically underserved areas. A slate of award recipients is determined by a 7-member Immunization Awards Committee, which reviews and scores all applications. The slate receives final approval by AAFP Foundation Board of Trustees. Disbursement of the monetary award is made upon announcement of the awards. Highlight on Vaccinations 4 Teens (HoV4T) - is a Chapter award program to provide a one-time grant to 15 Chapters to host a non-CME panel event addressing under-vaccination in adolescents, and provide HOV4T Resource Library materials to their members. Applications are approved by the Family Medicine Philanthropic Committee Convener who is a member of the AAFP Foundation Board of Trustees. Recipients receive 80% of the grant funds following approval of the application and the remaining 20% following submission of required reporting and end of project survey. 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. Research Grant Awards - includes Joint Grant Awards Program (JGAP), Resident Research Grant Awards, Research Stimulation Grants, and Practice Based Research Stimulation Grants. These grants are awarded to Family Medicine physicians, Family Medicine organizations or associations, Departments of Family Medicine, or health care institutions in support of research of value to the practicing family physician. Applications with a detailed budget are received and reviewed by the AAFP Foundation Research Committee (RC). Final approval is given by the Foundation's Board of Trustees. Once approved, Foundation's Program Administrator will review submission of written reports received at the midpoint and upon completion of the project. Ninety percent (90%) of the grant funds are distributed periodically if timeline is over six months. The first installment is distributed upon receipt of an acceptance letter, and IRB approval, and a Substitute W-9 form. The remaining ten percent will be distributed upon review of final financial and progress reports. If funds have not all been used, they must be returned 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 PaymentYes (true)SeverancePaymentInd
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 Rltd OrgsCompReportPrior990RltdOrgsAmt
CRAIG M DOANE
EXEC. DIR.\RESIGNED-FEB 2018$0$38,952$0$0$0$161,199$0$7,378$0$5,253$0$212,782$693
DOUGLAS HENLEY MD
BOARD MEMBER\EX-OFFICIO$0$682,555$0$75,000$0$45,819$0$89,058$0$24,380$0$916,812$35,405
BRENDA GASTON
ASSISTANT CONTROLLER$0$97,949$0$10,000$0$183$0$28,196$0$30,038$0$166,366
PHYLLIS NARAGON
DIRECTOR FOUNDATION PROGRAMS$0$109,766$0$10,000$0$2,751$0$30,963$0$11,853$0$165,333

Supplemental Information Detail SupplementalInformationDetail (3 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 4ACRAIG DOANE $ 136,638 BRENDA CHERPITEL $ 34,638
SCHEDULE J, PART I, LINE 4BREPORTABLE DEFERRED CRAIG DOANE $ 693 $ 0 DOUGLAS HENLY $ 35,405 $ 37,558 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 2018, AWARDS AND GRANTS IMPACTED 32 STATE AFP CHAPTERS, 127 ORGANIZATIONS, NEARLY 1,600 RESIDENTS, RESEARCH FELLOWS, FAMILY MEDICINE RESEARCHERS AND MEDICAL STUDENTS, 281 HEALTH PROFESSIONALS, AND 40 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 2018, 243 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. HTTP://WWW.AAFPFOUNDATION.ORG/FOUNDATION/OUR-WORK/PROGRAMS/EDUCATION.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 A TOTAL OF $490,828 TO 47 FREE CLINICS (NINE IN 2018) REPORTING A VALUE OF MORE THAN $53 MILLION IN SERVICES DURING APPROXIMATELY 268,000 PATIENT VISITS. IN 2018 CLINICS REPORTED 1988 VOLUNTEERS AND 20,384 VOLUNTEER HOURS BY FAMILY MEDICINE (STUDENTS, RESIDENTS, ACTIVE AND RETIRED FAMILY PHYSICIANS). IN 2018 THE FMC USA RESIDENT SERVICE AWARD PROGRAM SUPPORTED TWO PROJECTS: 1) THE LARC INITIATIVE: A COLLABORATION WITH THE DETROIT HEALTH DEPARTMENT AND 2) FINDING RESPITE FOR DULUTH'S HOMELESS. DURING 2018, FMCI IMPACTED OVER 320+ CHILDREN BY PROVIDING WELL-CHILD EXAMS TO EACH CHILD IN THE SCHOOL/ORPHANGE AND APPROXIMATELY 800 OTHER INDIVIDUALS RECEIVED CARE IN FREE COMMUNITY CLINICS. FURTHERMORE, MORE THAN 35 YOUTH WHO RECEIVED PRESCRIPTIONS DURING THE WELL-CHILD EXAMS RETURNED TO THE CLOSEST CLINIC TO RECEIVE FREE MEDICATION AND/OR ADDITIONAL CARE DURING THE WEEK OF THE DELEGATION TRIP. HTTP://WWW.AAFPFOUNDATION.ORG/FOUNDATION/OUR-WORK/PROGRAMS/HUMANITARIAN.HT ML
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 2018, THE CENTER HANDLED A TOTAL OF 1,093 ENGAGEMENTS, WHICH INVOLVED GIVING TOURS AND PRESENTATIONS, HANDLING LOANS, EXHIBITS, ANNIVERSARIES, MEETINGS AND CONFERENCES, AS WELL AS RESPONDING TO REFERENCE REQUESTS FROM ORGANIZATIONS, UNIVERSITIES, RESIDENCY PROGRAMS AND INDIVIDUALS, INCLUDING PRACTICING AND RETIRED PHYSICIANS, STUDENTS, RESIDENTS AND PRIVATE RESEARCHERS. THIS REPRESENTS A 68.7% INCREASE FROM THE PREVIOUS YEAR, AND THE MOST ENGAGEMENTS EVER SINCE RECORDS HAVE BEEN KEPT ON THE CENTER BEGINNING IN 1993. CHFM VOLUNTEERS ALSO CONTRIBUTED A TOTAL OF 157 HOURS VOLUNTEERING FOR THE CENTER, VALUED AT $3,876.33. (VALUATION BASED ON A RATE $24.69 PER HOUR, ACCORDING TO THE NATIONAL NONPROFIT INDEPENDENT SECTOR.) 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. HTTP://AAFPFOUNDATION.ORG/FOUNDATION/CHFM.HTML
FORM 990, PART VI, SECTION A, LINE 2P. BRENT SMITH, DOUGLAS A SPOTTS, JULIE K ANDERSON, JOHN BENDER, ADA STEWART, WINDEL STRACENER, REBECCA JAFFE, DOUGLAS HENLEY, JAY-SHEREE ALLEN, KRISTINA LAGUERRE, HEATHER PALMER, CRAIG DOANE, PHYLLIS NARAGON, BRENDA CHERPITEL AND BRENDA GASTON HAVE BUSINESS RELATIONSHIPS.
FORM 990, PART VI, SECTION A, LINE 4THE BY-LAWS WERE AMENDED TO: - COMBINE THE AT-LARGE TRUSTEE CLASS AND CHAPTER TRUSTEE CLASS, FORMING THE PHYSICAN TRUSTEE CLASS. - CLARIFY THE PROCESS SURROUNDING FILLING SEATS THAT ARE VACATED BY TRUSTEES OFF-CYCLE.
FORM 990, PART VI, SECTION A, LINE 6THE FOUNDATION HAS THREE CLASSES OF MEMBERS. THE MEMBERS CONSIST OF VOTING MEMBERS, NON-VOTING CORPORATE MEMBERS, AND NON-VOTING INDIVIDUAL MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7ATHE PRICIPAL DUTIES OF THE VOTING MEMBERS ARE TO ELECT EACH YEAR NEW TRUSTEES TO REPLACE THOSE TRUSTEES OF THE FOUNDATION WHOSE TERMS EXPIRE.
FORM 990, PART VI, SECTION A, LINE 7BTHE BYLAWS MAY BE AMENDED BY THE VOTING MEMBERS OF THE FOUNDATION.
FORM 990, PART VI, SECTION B, LINE 11BTHE 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING (CPA) FIRM AND REVIEWED BY THE ASSISTANT CONTROLLER. ANY QUESTIONS ARE ADDRESSED AND CORRECTIONS MADE, IF NECESSARY. A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE FOUNDATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY PROVIDING A COPY OF THE POLICY TO ALL BOARD TRUSTEES, OFFICERS, MEMBER REPRESENTATIVES AND EMPLOYEES. THE ABOVE INDIVIDUALS ARE REQUIRED TO COMPLETE AND SIGN THE ACKNOWLEDGEMENT STATEMENT AND THE ANNUAL DISCLOSURE INFORMATION FORM. IF THE BOARD DETERMINES THAT AN INTERESTED PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE PERSONAL OR PRIVATE INTEREST OR ENGAGEMENT, OR A PROHIBITED ACTION, THE BOARD MAY DO ONE OR MORE OF THE FOLLOWING: COUNSEL THE INTERESTED PERSON, EXCLUDE THE INTERESTED PERSON FROM FURTHER DISCUSSIONS AND VOTING ON THE MATTER, AND SUCH OTHER ACTIONS NOT INCONSISTENT WITH THE FOUNDATION BYLAWS AND AS DETERMINED BY THE BOARD.
FORM 990, PART VI, SECTION B, LINE 15ATHE AMERICAN ACADEMY OF FAMILY PHYSICIANS (THE ACADEMY) ACTS ON BEHALF OF THE FOUNDATION IN THE INSTANCE OF DETERMINING COMPENSATION FOR THE EXECUTIVE DIRECTOR, UNDER THEIR POLICIES FOR EXECUTIVE EMPLOYEES. THE EXECUTIVE VICE PRESIDENT OF THE ACADEMY IS A MEMBER OF THE FOUNDATION'S EXECUTIVE COMMITTEE AND BOARD OF TRUSTEES, AND REPORTS TO THE EXECUTIVE COMMITTEE THIS INFORMATION DURING THE ANNUAL PERFORMANCE REVIEW FOR THE EXECUTIVE DIRECTOR. THE DISCUSSION IS DOCUMENTED IN THE EXECUTIVE COMMITTEE MINUTES. SEE SCHEDULE J REGARDING THE ACADEMY'S POLICY FOR EXECUTIVE COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. ADDITIONALLY, THE FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE VIA THE FOUNDATION'S WEBSITE.
FORM 990, PART XI, LINE 9DIVIDEND FROM SUBSIDIARY $( 1,2001,000) EQUITY IN SUBSIDIARY EARNINGS $ 1,354,451 ----------- TOTAL OTHER CHANGES IN NET ASSETS $ 154,421 ============
FORM 990, PART XII, LINE 2CFINANCE COMMITTEE ABSORBED ROLES OF DISSOLVED AUDIT COMMITTEE.
FORM 990 PART IX LINE 11GDESCRIPTION:CONTRACTED SERVICES - ASA TOTAL FEES:1182585
FORM 990 PART IX LINE 11GDESCRIPTION:OTHER FEES FOR SERVICES TOTAL FEES:330897

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 TypeEXCLUDEDPredominantIncomeTypeTxt
Share Of Total Income$101,345ShareOfTotalIncomeAmt
Share Of EOY Assets$1,305,132ShareOfEOYAssetsAmt
Disproportionate AllocationsfalseDisproportionateAllocationsInd
General Or Managing PartnerfalseGeneralOrManagingPartnerInd
Ownership0.01239OwnershipPct

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$3,744,567$4,962,4651.00000Yes (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
AMERICAN ACADEMY OF FAMILY PHYSICIANS
C$127,024CASH
AAFP INSURANCE SERVICES
F$1,201,000CASH
AMERICAN ACADEMY OF FAMILY PHYSICIANS
P$1,674,461CASH
AMERICAN ACADEMY OF FAMILY PHYSICIANS
B$510,433CASH