AMERICAN ACADEMY OF FAMILY PHYSICIANS: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
AMERICAN ACADEMY OF FAMILY PHYSICIANS (EIN 94-1149565)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201813189349305636
Schema version
2017v2.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-14T10:54:14-08:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN813893909PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1McAvoy Co CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1115 S La Cumbre Lane Suite 100AddressLine1Txt
CitySanta BarbaraCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93105ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN941149565EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1California Academy of Family PhysiciansBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCALIBusinessNameControlTxt
Phone4153458667PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11520 Pacific AvenueAddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94109ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLisa FolbergPersonNm
Person TitleExec. V. Pres.PersonTitleTxt
Signature2018-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonArjun S McAvoyPreparerPersonNm
PTINP01289867PTIN
Phone8052696770PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSusan Hogeland CAEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11520 Pacific AvenueAddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94109ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,433,276GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
Organization501cYes (X)Organization501cInd
Website Addresswww.familydocs.orgWebsiteAddressTxt
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Formation1948FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionPROMOTION OF EXCELLENCE IN THE PRACTICE OF FAMILY MEDICINE.ActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee12TotalEmployeeCnt
Total Volunteers100TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$2,463,262PYContributionsGrantsAmt
CY Contributions Grants$2,918,716CYContributionsGrantsAmt
PY Program Service Revenue$130,625PYProgramServiceRevenueAmt
CY Program Service Revenue$187,003CYProgramServiceRevenueAmt
PY Investment Income$81,627PYInvestmentIncomeAmt
CY Investment Income$101,057CYInvestmentIncomeAmt
PY Other Revenue$236,400PYOtherRevenueAmt
CY Other Revenue$226,500CYOtherRevenueAmt
PY Total Revenue$2,911,914PYTotalRevenueAmt
CY Total Revenue$3,433,276CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,320,209PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,337,166CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,865,249PYOtherExpensesAmt
CY Other Expenses$1,414,342CYOtherExpensesAmt
PY Total Expenses$3,185,458PYTotalExpensesAmt
CY Total Expenses$2,751,508CYTotalExpensesAmt
PY Revenues Less Expenses-$273,544PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$681,768CYRevenuesLessExpensesAmt
Total Assets BOY$10,946,341TotalAssetsBOYAmt
Total Assets EOY$11,862,221TotalAssetsEOYAmt
Total Liabilities BOY$1,527,711TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,729,809TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$9,418,630NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$10,132,412NetAssetsOrFundBalancesEOYAmt
MissionTHE PRIMARY EXEMPT PURPOSE OF THE ORGANIZATION IS THE PROMOTION OF EXCELLENCE IN THE PRACTICE OF FAMILY MEDICINE THROUGH CONTINUING EDUCATION PROGRAMS AND ADVOCACY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescCONTINUING MEDICAL EDUCATIONQuality continuing professional development programs are developed by CAFP to address gaps in learning identified by needs assessments and developed according to adult learning principles for family medicine physicians and other primary care professionals.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescADVOCACYCAFP advocacy efforts are targeted toward legislation and regulation that affect the practice of family medicine and patient health in California and nationally.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescCONVENTIONCAFP'S Annual Family Medicine Clinical Forum Provides quality continuing professional development programs relevant to the practice of family medicine to practicing family physicians from across the state.Desc
FieldValueIRS element (for citing)
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxYes (true)SubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
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 EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document50IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee12EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsYes (true)NondeductibleContributionsInd
Nondeductible Contri DisclYes (true)NondeductibleContriDisclInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members22GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
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 ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
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 OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLisa FolbergPersonNm
Phone4153458667PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11520 Pacific AvenueAddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94109ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
William Woo
Director2.000.00Yes (X)$0$0$0
William K Armstrong
Director2.000.00Yes (X)$0$0$0
Elizabeth Kalve Levitt
Director2.000.00Yes (X)$0$0$0
Arthur Ohannessian
Director2.000.00Yes (X)$0$0$0
Daniel Castro
Director2.000.00Yes (X)$0$0$0
Jay Linuma
Alt-Director2.000.00Yes (X)$0$0$0
Lauren Simon
Secretary-Treas2.000.00Yes (X)$0$0$0
Scott Nass
Alt-Director2.000.00Yes (X)$750$0$0
Raul Ayala
Director2.000.00Yes (X)$0$0$0
Jeannine Rodems
Director2.000.00Yes (X)$2,500$0$0
Sumana Reddy
Alt-Director2.000.00Yes (X)$0$0$0
Taejoon Anh
Director2.000.00Yes (X)$0$0$0
Elisabeth Renner
Alt-Director2.000.00Yes (X)$0$0$0
Ashby Wolfe
Director2.000.00Yes (X)$0$0$0
Patricia Moore-Pickett
Director2.000.00Yes (X)$0$0$0
Shannon Connolly
Director2.000.00Yes (X)$500$0$0
Laura Doan
Co-Director2.000.00Yes (X)$0$0$0
Mathew Varallo
Co-Director2.000.00Yes (X)$0$0$0
Lee Ralph
President2.000.00Yes (X)$5,250$0$0Yes (X)
Jay Won Lee
Past President2.000.00Yes (X)$0$0$0Yes (X)
Michelle Quiogue
Past-President2.000.00Yes (X)$11,250$0$0Yes (X)
David Bazzo
Speaker2.000.00Yes (X)$11,000$0$0Yes (X)
Lisa Ward
President2.000.00Yes (X)$0$0$0Yes (X)
Walter Mills
President-Elect2.000.00Yes (X)$0$0$0Yes (X)
Anthony F Chong
Director2.000.00Yes (X)$0$0$0Yes (X)
Jeremy Fish
Director2.000.00Yes (X)$0$0$0
Nate Hitzeman
Director2.000.00Yes (X)$0$0$0
Susan Hogeland CAE
Exec. V. Pres.40.000.00$185,970$0$16,500Yes (X)
Michelle Rodrigues
Deputy Exec VP40.0010.00$170,601$0$15,756Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$387,821TotalReportableCompFromOrgAmt
Total Other Compensation$32,256TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Dimare Brown Hicks and Kessler
1121 L Street Suite 408SacramentoCA95814Lobbying$120,860
Health Care Performance
3128 McCall BlvdSDtatesboroGA30461CME Development$193,705
American Society of Addiction Medicine
11400 Rockville Pike Ste 200RockvilleMD20852CME Development$112,085
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Membership Dues$1,625,428MembershipDuesAmt
All Other Contributions$1,293,288AllOtherContributionsAmt
Total Contributions$2,918,716TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Convention income611430$138,274$138,274
Other income611430$48,729$48,729
FieldValueIRS element (for citing)
Total Program Service Revenue$187,003TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$101,057TotalRevenueColumnAmt
Exclusion$101,057ExclusionAmt

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

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescRELATED PARTY REIMBURSEDesc
Business561000BusinessCd
Total Revenue Column$226,500TotalRevenueColumnAmt
Related Or Exempt Func Income$226,500RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$226,500OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,433,276TotalRevenueColumnAmt
Related Or Exempt Func Income$413,503RelatedOrExemptFuncIncomeAmt
Exclusion$101,057ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

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$420,077TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$562,384TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$68,004TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$205,084TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$81,617TotalAmt

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$0TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$120,860TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$84,507TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,676TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$37,656TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

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$65,298TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$11,965TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
Continuing Medical Education$709,453
Membership$145,068
Governance$130,165
Advocacy$19,443

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$83,251TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,751,508TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,904,441BOYAmt
EOY$1,410,923EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,409,689BOYAmt
EOY$6,123,896EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$434,581BOYAmt
EOY$843,129EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$78,111BOYAmt
EOY$99,210EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$68,167BOYAmt
EOY$63,035EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,237,497LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$601,711LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,696,268BOYAmt
EOY$1,635,786EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$535,443BOYAmt
EOY$659,202EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$819,641BOYAmt
EOY$1,027,040EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,946,341BOYAmt
EOY$11,862,221EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$176,631BOYAmt
EOY$215,462EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$526,145BOYAmt
EOY$551,227EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$620,161BOYAmt
EOY$793,799EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$204,774BOYAmt
EOY$169,321EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,527,711BOYAmt
EOY$1,729,809EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,588,320BOYAmt
EOY$9,109,340EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$830,310BOYAmt
EOY$1,023,072EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,418,630BOYAmt
EOY$10,132,412EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,946,341BOYAmt
EOY$11,862,221EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$681,768ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$32,014NetUnrlzdGainsLossesInvstAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (true)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS AuditedfalseFSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Form1120 POL FiledfalseForm1120POLFiledInd
Substantially All Dues NondedfalseSubstantiallyAllDuesNondedInd
Only In House LobbyingfalseOnlyInHouseLobbyingInd
Agree Carryover Prior YearfalseAgreeCarryoverPriorYearInd
Dues Assessments$1,625,428DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$140,288NonDeductibleLbbyngPltclCYAmt
Non Deductible Lbbyng Pltcl Tot$140,288NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$406,357AggregateReportedDuesNtcAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$570,163OtherCostOrOtherBasisAmt
Book Value$570,163BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,503,327OtherCostOrOtherBasisAmt
Depreciation$461,380DepreciationAmt
Book Value$1,041,947BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$164,007OtherCostOrOtherBasisAmt
Depreciation$140,331DepreciationAmt
Book Value$23,676BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,635,786TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
Agency funds held$793,799
Related party receivables$233,241
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,027,040TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Chapter dues payable$74,820
Pension Plan payable$94,501
FieldValueIRS element (for citing)
Total Liability$169,321TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part IV, Line 2b: Explanation of escrow account liabilityDuring the year CAFP served as the fiscal agent for major continuing medical education initiatives: CME Leaders, The Evolution of Anticoagulation Management - A (TEAM-A), Collaboration for REMS Education (CO*RE), and Adolescent Substance Abuse.As these initiatives were developed, the partners involved entered into an agreement with the grantors, Pfizer, Inc., Bristol-Myers Squibb Company, Physicians Foundation, and Hilton Foundation, that CAFP would serve as the "Fiscal Intermediary" for the initiatives, with a small management fee included in the grant to support the work. CAFP distributes the grant award payments to the partners in accordance with the projected activity payment schedule..
Part X : FIN48 FootnoteThe Academy believes it has appropriate support for the income tax positions taken, and, as such, does not have any uncertain tax positions that result in a material impact on the Academy's financial statements in the current year or for any year for which the statute remains open.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
Michelle Rodrigues
Deputy Exec VP$170,601$15,756$186,357
Susan Hogeland CAE
Exec. V. Pres.$185,970$16,500$202,470

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 6: Explanation of Classes of Members or ShareholderThe Organization is supported in part by dues-paying members who must be family physicians licensed in California. Members elect board directors as representatives from their districts. All non-elected members have the same right of representation. No members are entitled to distributions of income..
Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing BodyMembers elect Board Directors as a representative from their district. The board is responsible for implementing the policies and directives of the all member advocacy meeting (AMAM) through its own actions and its committee structure..
Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or ShareholdersThe Organization AMAM can rescind the vote of the board under article VII Section 1 of the bylaws..
Form 990, Part VI, Line 11b: Form 990 Review ProcessThe Audit Committee, chaired by the Secretary-Treasurer, reviews and recommends actions on the draft return with the tax preparers before sending to the board of directors with its recommendations. The Board of Directors approves the 990 before filing..
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsPersons covered by this policy will annually disclose or update to the Chair of the Board of Directors on a form provided by the Organization their interests that could give rise to conflicts of interest, such as a list of family members, substantial business or investment holdings, and other transactions or affiliations with businesses and other organizations of those family members..
Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top ManagementThe compensation of the executive vice president is reviewed and approved by the Board of Directors or compensation committee of the Organization, provided that the persons with conflicts of interest with respect to the compensation arrangement at issue are not involved in this review and approval. .
Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key EmployeesThe deputy executive vice president and other key employees' compensation and bonuses are determined by the Executive Vice President..
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableCopies of documents are made available upon request. Board of directors and Executive Committee minutes are kept in perpetuity..
Form 990, Part XII, Line 2: Change of Oversight or Selection ProcessThe Academy has an audit committee that assumes responsibility for the Audit or Review, and selection of an independent accountant. This process has not changed since the prior year.
Form 990 PART VI, Section AThe executive committee is responsible for appointing committees of the Board and overseeing the finances of the Academy. It is composed of the President, President-elect, the Secretary/Treasurer, Speaker, Vice Speaker, Immediate Past President, Foundation President, and Executive Vice President, Ex officio without vote. The Executive Committee has full authority to act for and on behalf of the Board whenever the business of the Academy demands prompt action in the interim between meetings of the board or when it is impractical or impossible to convene the entire membership of the board.The executive committee did not meet in 2017..

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1CAFP FoundationBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11520 Pacific AvenueAddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94109ZIPCd
FieldValueIRS element (for citing)
EIN942938597EIN
Primary ActivitiesCharitablePrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(C)3ExemptCodeSectionTxt
Public Charity Status7PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
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 OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
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
CAFP Foundation
c$137,275By contract
CAFP Foundation
n$8,000by contract
CAFP Foundation
o$173,500by contract
CAFP Foundation
q$45,000by contract

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