FURP.ORG / PUBLIC DATA EXPLORER

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

View the entire original 990 at ProPublica ↗

Organization
AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION (EIN 44-6013671)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-08-29
IRS object ID
201842419349300019
Schema version
2017v2.3
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)
Return2018-08-29T10:12:36-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKevin R Ensminger CPAPreparerPersonNm
PTINP01310558PTIN
Phone8162216300PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$8,788,347GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AAFPFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1958FormationYr
Legal Domicile StateKSLegalDomicileStateCd
Activity Or MissionTHE AAFP FOUNDATION ADVANCES THE VALUES OF FAMILY MEDICINE BY PROMOTING HUMANITARIAN, EDUCATIONAL AND SCIENTIFIC INITIATIVES THAT IMPROVE THE HEALTH OF ALL PEOPLE.ActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers198TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$2,458,444PYContributionsGrantsAmt
CY Contributions Grants$2,681,391CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,576,589PYInvestmentIncomeAmt
CY Investment Income$2,194,025CYInvestmentIncomeAmt
PY Other Revenue$3,303PYOtherRevenueAmt
CY Other Revenue-$3,527CYOtherRevenueAmt
PY Total Revenue$4,038,336PYTotalRevenueAmt
CY Total Revenue$4,871,889CYTotalRevenueAmt
PY Grants And Similar Paid$2,063,996PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,993,395CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$29,325PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$30,375CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$808,060CYTotalFundraisingExpenseAmt
PY Other Expenses$2,448,435PYOtherExpensesAmt
CY Other Expenses$2,348,953CYOtherExpensesAmt
PY Total Expenses$4,541,756PYTotalExpensesAmt
CY Total Expenses$4,372,723CYTotalExpensesAmt
PY Revenues Less Expenses-$503,420PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$499,166CYRevenuesLessExpensesAmt
Total Assets BOY$17,776,339TotalAssetsBOYAmt
Total Assets EOY$19,061,591TotalAssetsEOYAmt
Total Liabilities BOY$1,417,127TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,207,727TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$16,359,212NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$17,853,864NetAssetsOrFundBalancesEOYAmt
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$2,066,058ExpenseAmt
Grant$1,664,979GrantAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$373,950ExpenseAmt
Grant$173,800GrantAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$327,465ExpenseAmt
Grant$151,859GrantAmt
DescSEE SCHEDULE ODesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$247,585TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$2,757TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$3,015,058TotalProgramServiceExpensesAmt
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 Document291IRPDocumentCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org 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
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States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBRENDA GASTONPersonNm
Phone9139066000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111400 TOMAHAWK CREEK PARKWAYAddressLine1Txt
CityLEAWOODCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd

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)$600$0$0
S HUGHES MELTON MD FAAFP
BOARD MEMBER\PRESIDENT8.01.0Yes (X)$6,975$900$0Yes (X)
P BRENT SMITH MD
BOARD MEMBER\PRESIDENT-ELECT8.01.0Yes (X)$6,300$1,350$0Yes (X)
ADA STEWART MD FAAFP
BOARD MEMBER\ACADEMY 20181.015.0Yes (X)$0$23,697$0
LYNNE MARIE B LILLIE MD FAAFP
BOARD MEMBER\RESIGNED-SEP 20171.015.0Yes (X)$0$15,429$0
GRETCHEN IRWIN MD MBA FAAFP
BOARD MEMBER\CHAPTER 20181.00.0Yes (X)$750$0$0
DAVID R SMITH MD MPH FAAFP
BOARD MEMBER\AT-LARGE 20191.00.0Yes (X)$1,500$0$0
REBECCA JAFFE MD MPH FAAFP
BOARD MEMBER\AT-LARGE 20171.01.0Yes (X)$0$50$0
BARBARA E KAY
BOARD MEMBER\CORPORATE 20191.00.0Yes (X)$0$0$0
MICHEL FARHAT PHD
BOARD MEMBER\CORPORATE 20171.00.0Yes (X)$450$0$0
RICHARD E SMITH JR
BOARD MEMBER\PUBLIC 20191.00.0Yes (X)$1,050$0$0
E J HOLLAND JR
BOARD MEMBER\PUBLIC 20171.00.0Yes (X)$450$0$0
DOUGLAS A SPOTTS MD FAAFP
BOARD MEMBER\VICE PRESIDENT2.01.0Yes (X)$2,550$600$0Yes (X)
JULIE KAY ANDERSON MD FAAFP
BOARD MEMBER\TREASURER2.02.0Yes (X)$2,475$5,900$0Yes (X)
BARBARA JEAN DOTY MD FAAFP
BOARD MEMBER\CHAPTER 20171.01.0Yes (X)$1,500$400$0
DOUGLAS HENLEY MD
BOARD MEMBER\EX-OFFICIO1.039.0Yes (X)$0$767,053$110,019
CHRISTOPHER WATSON
BOARD MEMBER\RESIGNED-AUG 20171.01.0Yes (X)$2,400$300$0
JAY-SHEREE ALLEN MD
BOARD MEMBER\RESIDENT 20181.01.0Yes (X)$150$5,040$0
JOHN BENDER MD MBA FAAFP
BOARD MEMBER\ACADEMY 20171.015.0Yes (X)$0$2,074$0
DAVID A GOVAKER MD
BOARD MEMBER\AT-LARGE 20181.00.0Yes (X)$900$0$0
CARRIE A JOHNSON
BOARD MEMBER\CORPORATE 20181.00.0Yes (X)$0$0$0
CLAYTON COOPER
BOARD MEMBER\RESIGNED-AUG 20171.00.0Yes (X)$900$0$0
WARREN E JONES MD FAAFP
BOARD MEMBER\PUBLIC 20181.00.0Yes (X)$1,050$0$0
MICHAEL KELLER
BOARD MEMBER\STUDENT 20181.00.0Yes (X)$600$0$0
CRAIG M DOANE
EXECUTIVE DIRECTOR16.024.0$0$274,925$76,806Yes (X)
RAELYNN GOCHNAUER
DIRECTOR STRATEGIC PARTNERSHIP14.026.0$0$137,282$25,765Yes (X)
PHYLLIS NARAGON
DIRECTOR FOUNDATION PROGRAMS40.00.0$0$108,894$38,805Yes (X)
BRENDA CHERPITEL
DIRECTOR DEVELOPMENT40.00.0$0$107,923$56,309Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$30,600TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,451,817TotReportableCompRltdOrgAmt
Total Other Compensation$307,704TotalOtherCompensationAmt
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$1,745,354CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Fundraising$44,698FundraisingAmt
Related Organizations$89,053RelatedOrganizationsAmt
All Other Contributions$2,547,640AllOtherContributionsAmt
Noncash Contributions$105,463NoncashContributionsAmt
Total Contributions$2,681,391TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,402,418TotalRevenueColumnAmt
Exclusion$1,402,418ExclusionAmt

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$4,663,162SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,871,555SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$791,607SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$791,607TotalRevenueColumnAmt
Exclusion$791,607ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$41,376FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$44,698ContriRptFundraisingEventAmt
Fundraising Direct Expenses$44,903FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$3,527TotalRevenueColumnAmt
Exclusion-$3,527ExclusionAmt
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$4,871,889TotalRevenueColumnAmt
Exclusion$2,190,498ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,802,838TotalAmt
Program Services$1,802,838ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$190,557TotalAmt
Program Services$190,557ProgramServicesAmt

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$30,375TotalAmt
Program Services$3,725ProgramServicesAmt
Management And General$20,675ManagementAndGeneralAmt
Fundraising$5,975FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$26,308TotalAmt
Management And General$26,308ManagementAndGeneralAmt

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$84,856TotalAmt
Program Services$15,964ProgramServicesAmt
Management And General$68,892ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,647,729TotalAmt
Program Services$881,869ProgramServicesAmt
Management And General$317,858ManagementAndGeneralAmt
Fundraising$448,002FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$17,269TotalAmt
Program Services$8,128ProgramServicesAmt
Management And General$221ManagementAndGeneralAmt
Fundraising$8,920FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,320TotalAmt
Program Services$1,354ProgramServicesAmt
Management And General$1,006ManagementAndGeneralAmt
Fundraising$1,960FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$32,430TotalAmt
Program Services$5,214ProgramServicesAmt
Management And General$300ManagementAndGeneralAmt
Fundraising$26,916FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$147,457TotalAmt
Program Services$36,770ProgramServicesAmt
Management And General$74,924ManagementAndGeneralAmt
Fundraising$35,763FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$161,109TotalAmt
Program Services$22,463ProgramServicesAmt
Management And General$24,986ManagementAndGeneralAmt
Fundraising$113,660FundraisingAmt

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$13,804TotalAmt
Program Services$6,371ProgramServicesAmt
Management And General$7,433ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MAILING SERVICES AND POSTAGE$53,651$1,146$707$51,798
DESIGN AND PRINTING$107,459$7,200$3,782$96,477
OTHER PROGRAM EXPENSES$12,072$12,072
BANK CHARGES$14,586$1,176$13,410

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$7,061TotalAmt
Program Services$545ProgramServicesAmt
Management And General$1,337ManagementAndGeneralAmt
Fundraising$5,179FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,372,723TotalAmt
Program Services$3,015,058ProgramServicesAmt
Management And General$549,605ManagementAndGeneralAmt
Fundraising$808,060FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$506,987BOYAmt
EOY$328,290EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$84,593BOYAmt
EOY$143,397EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$215,466BOYAmt
EOY$146,393EOYAmt

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$41,222BOYAmt
EOY$45,722EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$356,276LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$293,470LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$81,648BOYAmt
EOY$62,806EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$15,245,323BOYAmt
EOY$16,837,328EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,601,100BOYAmt
EOY$1,497,655EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

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

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$17,776,339BOYAmt
EOY$19,061,591EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$794,638BOYAmt
EOY$700,560EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$319,436BOYAmt
EOY$251,327EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$105,206BOYAmt
EOY$50,849EOYAmt

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$197,847BOYAmt
EOY$204,991EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,417,127BOYAmt
EOY$1,207,727EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$12,881,319BOYAmt
EOY$13,676,143EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,590,480BOYAmt
EOY$1,982,251EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,887,413BOYAmt
EOY$2,195,470EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,359,212BOYAmt
EOY$17,853,864EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,776,339BOYAmt
EOY$19,061,591EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$499,166ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,098,931NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$103,445OtherChangesInNetAssetsAmt
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$4,169,256CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,451,153CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,029,925CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,458,444CurrentTaxYearMinus1YearAmt
Current Tax Year$2,681,391CurrentTaxYearAmt
Total$16,790,169TotalAmt

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$4,169,256CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,451,153CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,029,925CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,458,444CurrentTaxYearMinus1YearAmt
Current Tax Year$2,681,391CurrentTaxYearAmt
Total$16,790,169TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$7,269,999SubstantialContributorsTotAmt
Public Support Total170$9,520,170PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,245,156CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,324,068CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,437,016CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,379,762CurrentTaxYearMinus1YearAmt
Current Tax Year$1,402,418CurrentTaxYearAmt
Total$6,788,420TotalAmt

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$23,578,589TotalSupportAmt
Public Support CY1700.40376PublicSupportCY170Pct
Public Support PY1700.37445PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,360,158BeginningYearBalanceAmt
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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,753,722BeginningYearBalanceAmt
Contributions$134,466ContributionsAmt
Investment Earnings Or Losses$1,832,341InvestmentEarningsOrLossesAmt
Other Expenditures$600OtherExpendituresAmt
Administrative Expenses$73,890AdministrativeExpensesAmt
End Year Balance$12,646,039EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.77775BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.16074PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.06150TermEndowmentBalanceEOYPct
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$293,470DepreciationAmt
Book Value$62,806BookValueAmt
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildingsGrp
Total Book Value Land Buildings$62,806TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescINVESTMENT IN AFFILIATEDesc
Book Value$1,497,655BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$1,497,655TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLIABILITY TO LIFE BENEFICIARYDesc
Amt$204,991Amt
FieldValueIRS element (for citing)
Total Liability$204,991TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$8,661,292TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,098,931NetUnrealizedGainsInvstAmt
Other Revenue$3,776,328OtherRevenueAmt
Revenue Not Reported$4,875,259RevenueNotReportedAmt
Revenue Subtotal$3,786,033RevenueSubtotalAmt
Investment Expenses Not Incld$84,856InvestmentExpensesNotIncldAmt
Other Revenues Not Included$1,001,000OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$1,085,856RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,871,889TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$7,166,640TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$2,878,773OtherExpensesIncludedAmt
Expenses Not Reported$2,878,773ExpensesNotReportedAmt
Expenses Subtotal$4,287,867ExpensesSubtotalAmt
Investment Expenses Not Incld2$84,856InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$84,856ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,372,723TotalExpensesPerForm990Amt

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 $ 3,776,328
SCHEDULE D, PART XI, LINE 4BDIVIDEND RECEIVED FROM RELATED ORGANIZATION $ 1,001,000
SCHEDULE D, PART XII, LINE 2DRELATED ORGANIZATION EXPENSE $ 2,878,773

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1VIP BENEFITEvent1Nm
Gross Receipts Event1$48,125GrossReceiptsEvent1Amt
Charitable Contri Event1$24,063CharitableContriEvent1Amt
Gross Revenue Event1$24,062GrossRevenueEvent1Amt
Rent Facility Costs Event1$25,935RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$885OtherDirectExpensesEvent1Amt
Event2MINI AUCTIONEvent2Nm
Gross Receipts Event2$27,339GrossReceiptsEvent2Amt
Charitable Contri Event2$12,540CharitableContriEvent2Amt
Gross Revenue Event2$14,799GrossRevenueEvent2Amt
Non Cash Prizes Event2$14,799NonCashPrizesEvent2Amt
Other Direct Expenses Event2$333OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$10,610GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$8,095CharitableContriOtherEventsAmt
Gross Revenue Other Events$2,515GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$2,515NonCashPrizesOtherEventsAmt
Oth Direct Expnss Other Events$436OthDirectExpnssOtherEventsAmt
Gross Receipts Total$86,074GrossReceiptsTotalAmt
Charitable Contributions Tot$44,698CharitableContributionsTotAmt
Gross Revenue Total Events$41,376GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$17,314NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$25,935RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$1,654OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$44,903DirectExpenseSummaryEventsAmt
Net Income Summary-$3,527NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (35 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
American Academy of Family Physicians
11400 Tomahawk Creek ParkwayLeawoodKS66211440536051501(c)(6)$468,404Var Program Support
Arizona Board of Regents
888 N Eulid AveTucsonAZ85719742652689Govt/Educ Inst$11,200Immunization Awards
Coachella Valley Volunteers in Medicine
PO Box 10090IndioCA92202263312826501(c)(3)$5,360Family Medicine Care
Duke University
324 Blackwell St Washington Bldg NDurhamNC27705560532129501(c)(3)$11,200Immunization Awards
East Tennessee State University
Box 70732Johnson CityTN37614626021046Govt/Educ Inst$50,000Research Grant
Faculty Student Assn of DMC
SUNY Free Clinic Mail Stop 28 450BrooklynNY11203111704590501(c)(3)$9,050Family Medicine Care
Family Medicine for America's Health LLC
11400 Tomahawk Creek ParkwayLeawoodKS66211471306955501(c)(6)$671,255Family Medicine Init
Georgia AFP
Fay Fulton Brown 3760 Lavista RoadTuckerGA30084586044158501(c)(6)$7,500FMPC Grants,HoV4T
Greenville Free Medical Clinic
Attn Suzie Foley PO Box 8993GreenvilleSC29604570855205501(c)(3)$10,000Family Medicine Care
Heart to Heart International
401 S Clairborne Suite 300OlatheKS66062481108359501(c)(3)$108,999Disaster Relief
Illinois AFP
747 E Boughton Road Suite 253BolingbrookIL60440362150319501(c)(6)$12,500FMPC Grants,HoV4T
International Medical Corps
1919 Santa Monica BlvdSanta MonicaCA90404953949646501(c)(3)$36,075Intl Disaster Relief
Kansas AFP Foundation
7570 W 21st N Bldg 1046 CWichitaKS67205680962251501(c)(3)$10,000HoV4T,FMPC,Externshi
Lestonnac Free Clinic
Attn Edward Gerber 1215 E ChapmOrangeCA92866953499011501(c)(3)$10,000Family Medicine Care
Lincoln Medical Education Partnership
4600 Valley RoadLincolnNE68510470553011501(c)(3)$11,200Immunization Awards
Massachusetts AFP
PO Box 7200BeverlyMA01915046111695501(c)(6)$6,250FMPC Grants,Externsh
Mcleod Family Medicine Center
jamie Booth 555 E Cheves StFlorenceSC29506570370242$11,200Immunization Awards
Memorial Health Univ Med Center Inc
4700 Waters AveSavannahGA31404311126469501(c)(3)$11,200Immunization Awards
Mississippi AFP
755 Avignon DriveRidgelandMS39157646025386501(c)(6)$10,000FMPC Grants,HoV4T
Morton Plant Hospital Association Inc
300 Pinellas StreetClearwaterFL33756590624462501(c)(3)$16,600Research, FM Cares
New Jersey AFP
224 West State StreetTrentonNJ08608226063156501(c)(6)$7,500FMPC Grants,HoV4T
New York State AFP
Attn Chapter Executive 260 OsbornAlbanyNY12211150524107501(c)(6)$9,000FMPC Grants,Externsh
Puerto Rico AFP
Caparra Hts Sta PO Box 11989San JuanPR00922660417938501(c)(6)$10,000Disaster Relief
Salud Sin Fronteras
Attn Tracy Leonard 9849 KenworthEl PasoTX79924814505704501(c)(3)$24,500Family Medicine Care
South Dakota AFP
3912 Golf Course RdWatertonSD57201461258404501(c)(6)$9,500FMPC Grants
St Vincents Medical Center Inc
4205 Belfort Rd Ste 4015JacksonvilleFL32216590624449501(c)(3)$11,200Immunization Awards
The Curators of the Univ of Missouri
Office of Sponsored Programs AdminiColumbiaMO65211436003859Govt/Educ Inst$50,000Research Grant
Tri City Health Partnership
Attn Kim Lamansky 318 Walnut StrSt CharlesIL60174364475369501(c)(3)$6,691Family Medicine Care
Union Hospital
1606 N 7th StTerre HauteIN47804350876396501(c)(3)$11,200Immunization Awards
Univ TN Health Science Center
Sponsored Projects Accounting 910MemphisTN38163626001636Govt/Educ Inst$11,200Immunization Awards
Univ of Maryland Family & Community Medicine
29 South Paca StBaltimoreMD21201521274266501(c)(3)$15,000Family Medicine Care
University of Minnesota
450 McNamara Alumni Center 200 OakMinneapolisMN55455416007513Govt/Educ Inst$11,200Immunization Awards
Utah AFP
Attn Jennifer Daily-Provost 375Salt Lake CityUT84108870263196501(c)(6)$7,500FMPC Grants,HoV4T
Utah Healthcare Institute Inc
1250 East 3900 South Ste 260Salt Lake CityUT84124870617263501(c)(3)$11,200Immunization Awards
Wisconsin AFP Foundation
210 Green Bay RoadThiensvilleWI53092930831288501(c)(3)$7,500FMPC Grants,Externship
FieldValueIRS element (for citing)
Total501c3 Org23Total501c3OrgCnt
Total Other Org12TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
RESIDENT SERVICE AWARD2$2,000
CHFM FELLOWSHIP3$2,757
FAMILY MEDICINE LEADS255$173,800
DISASTER ASSISTANCE6$12,000

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 Foundations 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 Foundations 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 Foundations 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 Foundations Board of Trustees. Once approved, Foundations 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 item 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 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
CRAIG M DOANE
EXECUTIVE DIRECTOR$0$259,793$0$7,500$0$7,632$0$49,640$0$27,166$0$351,731$0$837
DOUGLAS HENLEY MD
BOARD MEMBER\EX-OFFICIO$0$645,175$0$75,000$0$46,878$0$85,805$0$24,214$0$877,072$0$33,435
RAELYNN GOCHNAUER
DIRECTOR STRATEGIC PARTNERSHIP$0$104,752$0$0$0$32,530$0$0$0$25,765$0$163,047$0$0
BRENDA CHERPITEL
DIRECTOR DEVELOPMENT$0$106,468$0$0$0$1,455$0$31,979$0$24,330$0$164,232$0$0

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 4ARAELYNN GOCHNAUER $ 21,899
SCHEDULE J, PART I, LINE 4BREPORTABLE DEFERRED DOUGLAS HENLEY $ 33,435 $ 35,405 CRAIG DOANE $ 837 $ 693 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 (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINES 4A, 4B, 4C, 4DFORM 990, PART III, LINE 4A AWARDS 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 2017, AWARDS AND GRANTS IMPACTED 9 RESIDENCY PROGRAMS, 47 STATE AFP CHAPTERS, 140 ORGANIZATIONS, NEARLY 2,300 RESIDENTS, RESEARCH FELLOWS, FAMILY MEDICINE RESEARCHERS AND MEDICAL STUDENTS, 4,000 YOUTH, 1,373 HEALTH PROFESSIONALS, AND 40 STATE AFP CHAPTER EXECUTIVES. WWW.AAFPFOUNDATION.ORG FORM 990, PART III, LINE 4B FAMILY 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 2017, 244 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 4C FAMILY 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 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. 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 $415,829 TO 38 FREE CLINICS (EIGHT IN 2017) REPORTING A VALUE OF MORE THAN $45 MILLION IN SERVICES DURING APPROXIMATELY 227,000 PATIENT VISITS. IN 2017 CLINICS REPORTED 3,141 VOLUNTEERS AND 27,079 VOLUNTEER HOURS BY FAMILY MEDICINE (STUDENTS, RESIDENTS, ACTIVE AND RETIRED FAMILY PHYSICIANS). DURING 2017, THE FMC USA RESIDENT SERVICE AWARD SUPPORTED TWO PROJECTS: (1) A MULTIDISCIPLINARY, COMMUNITY-DRIVEN PROGRAM TO IDENTIFY CHILDREN AT RISK FOR MALNUTRITION AND TO GIVE PARENTS USEFUL TOOLS TO HELP THEM BE BETTER PARENTS; AND (2) TELEMEDICINE, THE MODERN DAY HOUSE CALL. A PROJECT USING TELEMEDICINE VISITS TO INCREASE CONTINUITY OF CARE AND TO DECREASE HEALTH DISPARITIES AMONG UNINSURED TYPE II DIABETIC PATIENTS. DURING 2017, FMCI IMPACTED OVER 600 CHILDREN BY PROVIDING WELL-CHILD EXAMS TO EACH CHILD IN THE SCHOOL/ORPHANGE AND APPROXIMATELY 800 OTHER INDIVIDUALS RECEIVED CARE IN FREE COMMUNITY CLINICS. ADDITIONALLY, ONE OF THE COMMUNITY CLINICS WAS PAINTED AND A NEW ROOF WAS PUT ON THE FACILITY. HTTP://WWW.AAFPFOUNDATION.ORG/FOUNDATION/OUR-WORK/PROGRAMS/HUMANITARIAN.HT ML FORM 990, PART III, LINE 4D ESTABLISHED 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 2017, THE CENTER HANDLED A TOTAL OF 646 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. 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://WWW.AAFPFOUNDATION.ORG/FOUNDATION/CHFM.HTML
FORM 990, PART VI, SECTION A, LINE 2S. HUGHES MELTON, P. BRENT SMITH, DOUGLAS A SPOTTS, JULIE K ANDERSON JOHN BENDER, ADA STEWART, LYNNE LILLIE, REBECCA JAFFE, BARBARA DOTY, DOUGLAS HENLEY, JAY-SHEREE ALLEN CRAIG DOANE, PHYLLIS NARAGON, BRENDA CHERPITEL AND RAELYNN GOCHNAUER HAVE BUSINESS RELATIONSHIPS.
FORM 990, PART VI, SECTION A, LINE 4THE BY-LAWS WERE AMENDED TO ADDRESS TERMS AND TERM LIMITS (SECTION 2G): THE ACADEMY TRUSTEE TERM BEGINSUPON THE DAY FOLLOWING THE LAST ANNUAL MEETING OF THE VOTING MEMVERS AND ENDS ON THE DAY OF THE NEXT ELECTION OF VOTING MEMBERS, PREVIOUSLY THE TERM BEGAN NOVEMBER 1 AND ENDED OCTOBER 31.
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 AND EXTERNAL CPA ON THE AUDIT COMMITTEE. ANY QUESTIONS ARE ADDRESSED AND CORRECTIONS MADE, IF NECESSARY. THE EXTERNAL CPA WILL THEN FACILITATE A DISCUSSION OF THE FORM 990 WITH THE AUDIT COMMITTEE AND ADDRESS QUESTIONS. THE AUDIT COMMITTEE MEMBERS WILL VOTE TO MAKE A RECOMMENDATION TO THE BOARD TO APPROVE THE FORM 990. THE RECOMMENDATION AND FORM 990 WILL BE PROVIDED TO THE FULL BOARD FOR REVIEW. AFTER THE FORM 990 IS APPROVED, IT WILL BE SIGNED BY THE EXECUTIVE DIRECTOR, AND THEN 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 15A & 15BTHE 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 $( 1,001,000) EQUITY IN SUBSIDIARY EARNINGS 897,555 ----------- TOTAL OTHER CHANGES IN NET ASSETS $( 103,445) ============
FORM 990 PART IX LINE 11GDESCRIPTION:CONTRACTED SERVICES - ASA TOTAL FEES:1274218
FORM 990 PART IX LINE 11GDESCRIPTION:OTHER FEES FOR SERVICES TOTAL FEES:373511

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$199,325ShareOfTotalIncomeAmt
Share Of EOY Assets$1,454,405ShareOfEOYAssetsAmt
Disproportionate AllocationsfalseDisproportionateAllocationsInd
General Or Managing PartnerfalseGeneralOrManagingPartnerInd
Ownership0.01195OwnershipPct

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$897,555$4,950,1881.00000Yes (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
B$1,139,659CASH
AMERICAN ACADEMY OF FAMILY PHYSICIANS
C$89,053CASH
AAFP INSURANCE SERVICES
F$1,001,000CASH
AMERICAN ACADEMY OF FAMILY PHYSICIANS
P$1,745,354CASH