AMERICAN ACADEMY OF FAMILY PHYSICIANS: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ACADEMY OF FAMILY PHYSICIANS (EIN 44-0536051)
- Tax period
- 2015-06-01 to 2016-05-31
- Filed
- 2017-04-18
- IRS object ID
- 201711089349300866
- Schema version
- 2015v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-18T13:11:48-05:00 | ReturnTs |
| Tax Period End | 2016-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Suite 1700 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641062246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 440536051 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ACADEMY OF FAMILY PHYSICIANS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARY DEGHELDER | InCareOfNm |
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 9139066000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 TOMAHAWK CREEK PARKWAY | AddressLine1Txt |
| City | LEAWOOD | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 662112672 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DALE CULVER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9139066000 | PhoneNum |
| Signature | 2016-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael J Engle | PreparerPersonNm |
| PTIN | P00482834 | PTIN |
| Phone | 8162216300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DOUGLAS HENLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 TOMAHAWK CREEK PARKWAY | AddressLine1Txt |
| City | LEAWOOD | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 662112672 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $92,741,685 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 1077 | GroupExemptionNum |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.AAFP.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1947 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF AAFP IS TO IMPROVE THE HEALTH OF PATIENTS, FAMILIES, AND COMMUNITIES BY SERVING THE NEEDS OF MEMBERS WITH PROFESSIONALISM AND CREATIVITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 475 | TotalEmployeeCnt |
| Total Gross UBI | $15,904,237 | TotalGrossUBIAmt |
| PY Contributions Grants | $27,171,796 | PYContributionsGrantsAmt |
| CY Contributions Grants | $28,532,835 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $47,791,116 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $54,094,676 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,873,918 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,842,961 | CYInvestmentIncomeAmt |
| PY Other Revenue | $15,532,995 | PYOtherRevenueAmt |
| CY Other Revenue | $6,125,721 | CYOtherRevenueAmt |
| PY Total Revenue | $92,369,825 | PYTotalRevenueAmt |
| CY Total Revenue | $91,596,193 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $239,827 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $46,896,076 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $44,374,524 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $51,261,598 | PYOtherExpensesAmt |
| CY Other Expenses | $46,037,233 | CYOtherExpensesAmt |
| PY Total Expenses | $98,157,674 | PYTotalExpensesAmt |
| CY Total Expenses | $90,651,584 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,787,849 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $944,609 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $108,350,665 | TotalAssetsBOYAmt |
| Total Assets EOY | $104,870,798 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $47,163,648 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50,097,037 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $61,187,017 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $54,773,761 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE AMERICAN ACADEMY OF FAMILY PHYSICIANS IS TO IMPROVE THE HEALTH OF PATIENTS, FAMILIES, AND COMMUNITIES BY SERVING THE NEEDS OF MEMBERS WITH PROFESSIONALISM AND CREATIVITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | THE PROMOTION OF COMMON BUSINESS INTEREST OF FAMILY PHYSICIANS THROUGH CONTINUING MEDICAL EDUCATIONAL PROGRAMS, CONFERENCES, AND OTHER METHODS OF ENHANCING THE PRACTICE OF FAMILY MEDICINE. | Desc |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (true) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (true) | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 694 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 475 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY DEGHELDER | PersonNm |
| Phone | 9139066000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 TOMAHAWK CREEK PARKWAY | AddressLine1Txt |
| City | LEAWOOD | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 662112672 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| RICHARD ALDEN BRUNO | |||||||||
| DIRECTOR | 15.0 | 0.0 | Yes (X) | $14,654 | $0 | $0 | |||
| YUSHU JACK CHOU | |||||||||
| DIRECTOR | 15.0 | 0.0 | Yes (X) | $7,252 | $0 | $0 | |||
| MARIE-ELIZABETH RAMAS | |||||||||
| DIRECTOR | 15.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MOTT PARKS BLAIR | |||||||||
| DIRECTOR | 15.0 | 0.0 | Yes (X) | $28,897 | $0 | $0 | |||
| LYNN MARIE B LILLIE | |||||||||
| DIRECTOR | 15.0 | 0.0 | Yes (X) | $16,544 | $0 | $0 | |||
| CARLOS R GONZALES | |||||||||
| DIRECTOR TO 09/15 | 15.0 | 0.0 | Yes (X) | $21,329 | $0 | $0 | |||
| EMILY BRIGGS | |||||||||
| DIRECTOR TO 09/15 | 15.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TIFFANY FAY HO | |||||||||
| DIRECTOR TO 09/15 | 15.0 | 0.0 | Yes (X) | $3,318 | $0 | $0 | |||
| GARY L LEROY | |||||||||
| DIRECTOR | 15.0 | 0.0 | Yes (X) | $3,500 | $0 | $0 | |||
| CARL RAYMOND OLDEN | |||||||||
| DIRECTOR | 15.0 | 0.0 | Yes (X) | $26,986 | $0 | $0 | |||
| ROBERT A LEE MD | |||||||||
| DIRECTOR | 15.0 | 0.0 | Yes (X) | $5,000 | $0 | $0 | |||
| JOHN S CULLEN | |||||||||
| DIRECTOR | 15.0 | 0.0 | Yes (X) | $16,626 | $0 | $0 | |||
| ANDREW LUTZKANIN | |||||||||
| DIRECTOR TO 09/15 | 15.0 | 0.0 | Yes (X) | $25,756 | $0 | $0 | |||
| KRISTINA M ZIMMERMAN | |||||||||
| DIRECTOR TO 09/15 | 15.0 | 0.0 | Yes (X) | $23,354 | $0 | $0 | |||
| MICHAEL LAWRENCE MUNGER | |||||||||
| DIRECTOR | 15.0 | 0.0 | Yes (X) | $22,062 | $0 | $0 | |||
| JOHN BENDER | |||||||||
| DIRECTOR | 15.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LLOYD VAN WINKLE | |||||||||
| DIRECTOR TO 09/15 | 15.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| REID B BLACKWELDER | |||||||||
| BOARD CHAIR TO 09/15 | 27.0 | 0.0 | Yes (X) | $164,292 | $0 | $0 | Yes (X) | ||
| ROBERT L WERGIN | |||||||||
| BOARD CHAIR | 27.0 | 0.0 | Yes (X) | $216,024 | $0 | $0 | Yes (X) | ||
| WANDA D FILER | |||||||||
| PRESIDENT | 40.0 | 0.0 | Yes (X) | $209,862 | $0 | $0 | Yes (X) | ||
| JOHN S MEIGS JR | |||||||||
| PRESIDENT-ELECT | 24.0 | 0.0 | Yes (X) | $92,115 | $0 | $0 | Yes (X) | ||
| JAVETTE C ORGAIN | |||||||||
| SPEAKER | 18.0 | 0.0 | Yes (X) | $20,639 | $0 | $0 | Yes (X) | ||
| ALAN I SCHWARTZSTEIN | |||||||||
| VICE-SPEAKER | 15.0 | 0.0 | Yes (X) | $5,388 | $0 | $0 | Yes (X) | ||
| DOUGLAS HENLEY | |||||||||
| CEO/EVP | 40.0 | 1.0 | $673,937 | $0 | $74,420 | Yes (X) | |||
| DALE CULVER | |||||||||
| CFO | 40.0 | 1.0 | $214,511 | $0 | $43,176 | Yes (X) | |||
| TODD DICUS | |||||||||
| COO/DEVP | 40.0 | 1.0 | $399,073 | $0 | $68,277 | Yes (X) | |||
| CRAIG DOANE | |||||||||
| SVP | 40.0 | 0.0 | $260,120 | $0 | $69,687 | Yes (X) | |||
| RONALD MARTIN | |||||||||
| SVP | 40.0 | 0.0 | $273,450 | $0 | $49,121 | Yes (X) | |||
| DONNA VALPONI BROOKHART | |||||||||
| SVP - RESIGNED 03/16 | 40.0 | 0.0 | $258,420 | $0 | $70,039 | Yes (X) | |||
| JULIE WOOD | |||||||||
| SVP | 40.0 | 0.0 | $267,842 | $0 | $72,931 | Yes (X) | |||
| HARRY C KNIGHT | |||||||||
| SVP | 40.0 | 0.0 | $370,691 | $0 | $64,332 | Yes (X) | |||
| STANLEY KOZAKOWSKI | |||||||||
| DIV DIR | 40.0 | 0.0 | $264,932 | $0 | $70,842 | Yes (X) | |||
| DANIEL P MCKEAN | |||||||||
| COO - TFM - RESIGNED 09/15 | 40.0 | 0.0 | $272,689 | $0 | $12,189 | Yes (X) | |||
| ANDREW BAZEMORE | |||||||||
| DIV DIR | 40.0 | 0.0 | $264,047 | $0 | $59,455 | Yes (X) | |||
| AMY MULLINS | |||||||||
| MED DIR - QI | 40.0 | 0.0 | $233,777 | $0 | $67,747 | Yes (X) | |||
| BRUCE BAGLEY | |||||||||
| EVP - TFM - RESIGNED 09/15 | 40.0 | 0.0 | $270,183 | $0 | $6,553 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,947,270 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $728,769 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 67 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| QUADGRAPHICS | |||||
| 500 1ST AVE | PITTSBURGH | PA | 15264 | PRINT SERVICES | $2,650,929 |
| FREEMAN AUDIO VISUAL | |||||
| PO BOX 650519 | DALLAS | TX | 75265 | A/V SERVICES | $1,841,233 |
| MISSION ELECTRONICS INC | |||||
| 11450 W 79TH ST | OVERLAND PARK | KS | 66214 | A/V SYSTEMS & DESIGN | $1,586,009 |
| PSAV PRESENTATION SERVICES | |||||
| 23918 NETWORK PLACE | CHICAGO | IL | 60673 | A/V SYSTEMS | $1,488,530 |
| E-HEALTHCARE SOLUTIONS | |||||
| 810 BEAR TAVERN ROAD STE 102 | EWING | NJ | 08628 | ADVERTISING | $820,087 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 52 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $28,037,835 | MembershipDuesAmt |
| Related Organizations | $495,000 | RelatedOrganizationsAmt |
| Total Contributions | $28,532,835 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| PUBLICATIONS | 541800 | $17,294,952 | $2,123,379 | $15,171,573 | |
| SUBSCRIPTION INCOME | 561499 | $2,956,613 | $2,956,613 | ||
| COURSES & PROGRAM | 561499 | $16,469,421 | $16,469,421 | ||
| MEETING | 561499 | $566,733 | $566,733 | ||
| EXHIBIT INCOME | 561499 | $2,469,470 | $2,469,470 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,337,487 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,337,487 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $54,094,676 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,175,594 | TotalRevenueColumnAmt |
| Exclusion | $2,175,594 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,871,980 | TotalRevenueColumnAmt |
| Exclusion | $3,871,980 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $227,120 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $227,120 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $227,120 | TotalRevenueColumnAmt |
| Exclusion | $227,120 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,179,180 | SecuritiesAmt |
| Other | $10,377 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $103,159 | SecuritiesAmt |
| Other | $419,031 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,076,021 | SecuritiesAmt |
| Other | -$408,654 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $667,367 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$395,557 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,062,924 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,439,742 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $623,302 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $816,440 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $816,440 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| TRANSFORMED INCOME | 900099 | $1,128,221 | $1,128,221 | |
| MISCELLANEOUS REVENUE | 900099 | $81,960 | $81,960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,210,181 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $91,596,193 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,352,033 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $15,904,237 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,807,088 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,827 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,551,253 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,486,474 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,823,870 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,189,821 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,323,106 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,405 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,960 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,796,368 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,159 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,937,975 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,514,848 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,469,920 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,117,218 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,521,017 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,781,134 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,401,011 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,063 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,764,070 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,278 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PRODUCTION | $4,828,768 |
| REPAIRS & MAINTENANCE | $617,095 |
| GIFTS & CONTRIBUTIONS | $531,395 |
| DUES | $655,960 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,444,589 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,651,584 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,269,963 | BOYAmt |
| EOY | $6,709,242 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,664,082 | BOYAmt |
| EOY | $6,261,356 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,161 | BOYAmt |
| EOY | $27,089 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,676,600 | BOYAmt |
| EOY | $1,825,371 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $24,767,653 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,502,294 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,449,481 | BOYAmt |
| EOY | $3,265,359 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,252,653 | BOYAmt |
| EOY | $83,864,841 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,004,725 | BOYAmt |
| EOY | $2,917,540 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,350,665 | BOYAmt |
| EOY | $104,870,798 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,684,219 | BOYAmt |
| EOY | $9,343,999 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,541,374 | BOYAmt |
| EOY | $27,461,893 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,000,000 | BOYAmt |
| EOY | $3,373,760 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,938,055 | BOYAmt |
| EOY | $9,917,385 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,163,648 | BOYAmt |
| EOY | $50,097,037 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,187,017 | BOYAmt |
| EOY | $54,773,761 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,187,017 | BOYAmt |
| EOY | $54,773,761 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,350,665 | BOYAmt |
| EOY | $104,870,798 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $944,609 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,018,703 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$3,339,162 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Substantially All Dues Nonded | false | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | false | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (true) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $28,037,835 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $2,796,368 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | $0 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $2,796,368 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $3,037,432 | AggregateReportedDuesNtcAmt |
| Taxable | -$241,064 | TaxableAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $3,701,106 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,701,106 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $21,066,547 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,801,188 | DepreciationAmt |
| Book Value | $3,265,359 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $3,265,359 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFINED BENEFIT OBLIGATION | $7,501,790 |
| DEFERRED COMPENSATION PLAN 457 | $2,415,595 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,917,385 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $88,926,222 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$4,018,703 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,451,891 | OtherRevenueAmt |
| Revenue Not Reported | -$2,566,812 | RevenueNotReportedAmt |
| Revenue Subtotal | $91,493,034 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $103,159 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $103,159 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $91,596,193 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $90,669,450 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $121,025 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $121,025 | ExpensesNotReportedAmt |
| Expenses Subtotal | $90,548,425 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $103,159 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $103,159 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $90,651,584 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART X, LINE 2 | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| SCHEDULE D, PART XI, LINE 2D | RELATED ORGANIZATION REVENUE $ 5,034,043 COST OF GOODS SOLD 623,302 ELIMINATIONS ( 2,963,588) TRANSFORMED EXPENSES ( 1,637,423) TRANSFORMED LOSS ON PROPERTY DISPOSITION 395,557 ----------- $ 1,451,891 |
| SCHEDULE D, PART XII, LINE 2D | RELATED ORGANIZATION EXPNESES $ 3,703,177 COST OF GOODS SOLD 623,302 ELIMINATIONS ( 2,963,588) TRANSFORMED EXPENSES ( 1,637,423) TRANSFORMED LOSS ON PROPERTY DISPOSITION 395,557 ----------- $ 121,025 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ANNALS OF FAMILY MEDICINE | |||||||
| 11400 Tomahawk Creek Parkway | Leawood | KS | 66211 | 010576305 | 501(C)(3) | $194,827 | SUPPORT |
| AAFP FOUNDATION | |||||||
| 11400 Tomahawk Creek Parkway | LEAWOOD | KS | 66211 | 446013671 | 501(C)(3) | $20,000 | SUPPORT |
| ALLIANCE FOR HEALTH REFORM | |||||||
| 1444 EYE STREET NW STE 910 | WASHINGTON | DC | 20005 | 521746328 | 501(C)(3) | $7,500 | SUPPORT |
| UNITED WAY OF GREATER KANSAS CITY | |||||||
| 801 W 47TH STREET STE 500 | KANSAS CITY | MO | 64112 | 440545812 | 501(C)(3) | $17,500 | SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE AAFP PROVIDES SUPPORT AND GRANTS TO ORGANIZATIONS WHICH ARE RECOGNIZED PUBLIC CHARITIES AND RECOGNIZED PROFESSIONAL ASSOCIATIONS PRIMARILY ASSOCIATED WITH THE FAMILY MEDICINE DISCIPLINE, MEDICAL AND HEALTH CARE FIELD THAT THE AAFP MAINTAINS CONTACT WITH THE GRANTEES THROUGH ITS EXEMPT ACTIVITIES PERFORMANCE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| REID B BLACKWELDER | ||||||||||||
| BOARD CHAIR TO 09/15 | $0 | $0 | $0 | $0 | $164,292 | $0 | $0 | $0 | $0 | $0 | $164,292 | $0 |
| ROBERT L WERGIN | ||||||||||||
| BOARD CHAIR | $0 | $0 | $0 | $0 | $216,024 | $0 | $0 | $0 | $0 | $0 | $216,024 | $0 |
| WANDA D FILER | ||||||||||||
| PRESIDENT | $0 | $0 | $0 | $0 | $209,862 | $0 | $0 | $0 | $0 | $0 | $209,862 | $0 |
| DOUGLAS HENLEY | ||||||||||||
| CEO/EVP | $559,694 | $0 | $75,000 | $0 | $39,243 | $0 | $54,543 | $0 | $19,877 | $0 | $748,357 | $0 |
| DALE CULVER | ||||||||||||
| CFO | $202,300 | $0 | $7,500 | $0 | $4,711 | $0 | $43,176 | $0 | $0 | $0 | $257,687 | $0 |
| STANLEY KOZAKOWSKI | ||||||||||||
| DIV DIR | $260,118 | $0 | $800 | $0 | $4,014 | $0 | $49,800 | $0 | $21,042 | $0 | $335,774 | $0 |
| DANIEL P MCKEAN | ||||||||||||
| COO - TFM - RESIGNED 09/15 | $145,637 | $0 | $0 | $0 | $127,052 | $0 | $9,572 | $0 | $2,617 | $0 | $284,878 | $0 |
| ANDREW BAZEMORE | ||||||||||||
| DIV DIR | $263,507 | $0 | $0 | $0 | $540 | $0 | $49,343 | $0 | $10,112 | $0 | $323,502 | $0 |
| AMY MULLINS | ||||||||||||
| MED DIR - QI | $232,758 | $0 | $500 | $0 | $519 | $0 | $44,080 | $0 | $23,667 | $0 | $301,524 | $0 |
| BRUCE BAGLEY | ||||||||||||
| EVP - TFM - RESIGNED 09/15 | $81,909 | $0 | $0 | $0 | $188,274 | $0 | $5,896 | $0 | $657 | $0 | $276,736 | $0 |
| TODD DICUS | ||||||||||||
| COO/DEVP | $357,020 | $0 | $25,000 | $0 | $17,053 | $0 | $49,800 | $0 | $18,477 | $0 | $467,350 | $0 |
| CRAIG DOANE | ||||||||||||
| SVP | $245,342 | $0 | $7,500 | $0 | $7,278 | $0 | $46,893 | $0 | $22,794 | $0 | $329,807 | $0 |
| RONALD MARTIN | ||||||||||||
| SVP | $263,678 | $0 | $7,500 | $0 | $2,272 | $0 | $48,057 | $0 | $1,064 | $0 | $322,571 | $0 |
| DONNA VALPONI BROOKHART | ||||||||||||
| SVP - RESIGNED 03/16 | $244,216 | $0 | $7,500 | $0 | $6,704 | $0 | $49,162 | $0 | $20,877 | $0 | $328,459 | $0 |
| JULIE WOOD | ||||||||||||
| SVP | $255,871 | $0 | $7,500 | $0 | $4,471 | $0 | $48,167 | $0 | $24,764 | $0 | $340,773 | $0 |
| HARRY C KNIGHT | ||||||||||||
| SVP | $357,898 | $0 | $7,500 | $0 | $5,293 | $0 | $43,665 | $0 | $20,667 | $0 | $435,023 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A | THE BOARD OF DIRECTORS AND OFFICERS ARE PROVIDED FIRST-CLASS TRAVEL. THE AMOUNT IS NOT INCLUDED AS REPORTABLE COMPENSATION ON THE DIRECTOR'S FORM 1099 NOR THE OFFICER'S FORM W-2. THE BOARD OF DIRECTORS AND OFFICERS ARE PROVIDED SPOUSAL TRAVEL. THE AMOUNT IS INCLUDED AS REPORTABLE COMPENSATION ON THE DIRECTOR'S FORM 1099 AND THE OFFICER'S FORM W-2. |
| SCHEDULE J, PART I, LINE 4A | DANIEL MCKEAN $ 98,836 BRUCE BAGLEY $ 161,206 |
| SCHEDULE J, PART I, LINE 4B | DOUGLAS HENLEY $ 30,775 TODD DICUS $ 14,861 STANLEY KOZAKOWSKI $ 637 BRUCE BAGLEY $ 10,800 RONALD MARTIN $ 714 JULIE WOOD $ 933 ANDREW BAZEMORE $ 253 THE 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 (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THERE WERE CHANGES IN HOW APPLICATIONS FOR ACTIVE AND SUPPORTING MEMBERS ARE TO BE HANDLED AND CHANGES THAT DELETED OUTDATED REFERENCES TO THE ASSEMBLY WHICH IS NO LONGER CALLED THAT. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION IS A MEMBERSHIP ASSOCIATION OF FAMILY PHYSICIANS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION HAS MEMBERS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT WAS FILED. THE FORM 990 WAS REVIEWED BY THE BOARD OF DIRECTORS AND THE COMMISSION ON FINANCE AND INSURANCE PRIOR TO FILING WITH THE IRS. AFTER THIS REVIEW, COMMENTS AND/OR CORRECTIONS WERE PROVIDED TO THE ACCOUNTANT. THE FORM 990 IS THEN FINALIZED AND FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY PROVIDING A COPY OF THE POLICY TO ALL BOARD MEMBERS, OFFICERS, MEMBER REPRESENTATIVES AND EMPLOYEES. THE ABOVE MENTIONED INDIVIDUALS ARE REQUIRED TO COMPLETE AND SIGN THE ACKNOWLEDGEMENT STATEMENT AND THE ANNUAL DISCLOSURE INFORMATION FORM. IF THE BOARD DETERMINES THAT AN INTERESTED PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE PERSONAL OR PRIVATE INTEREST OR ENGAGED IN A PROHIBITED ACTION, THE BOARD MAY DO ONE OR MORE OF THE FOLLOWING: COUNSEL THE INTERESTED PERSON, EXCLUDE THE INTERESTED PERSON FROM FURTHER DISCUSSIONS AND VOTING ON THE MATTER, AND SUCH OTHER ACTIONS NOT INCONSISTENT WITH THE ACADEMY BY-LAWS AND AS DETERMINED BY THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15A & 15B | THE ORGANIZATION HAS A POLICY ON THE PROCESS FOR DETERMINING EXECUTIVE COMPENSATION. THE POLICY COVERS THE EXECUTIVE VICE PRESIDENT, OFFICERS OF THE ORGANIZATION, AND KEY EMPLOYEES OF THE ORGANIZATION. IT CONTAINS A SEPARATE REVIEW AND APPROVAL PROCESS, USE OF DATA AS TO COMPARABLE COMPENSATION, AND CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING FOR EACH PERSON COVERED BY THE POLICY. EXECUTIVE COMPENSATION IS REVIEWED ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | CHANGE IN PENSION LIABILITY $ ( 3,339,162) |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| TRANSFORMED LLC | |||||||||
| 11400 TOMAHAWK CREEK PARKWAY | LEAWOOD | KS | 66211 | 262468766 | MEDICAL | KS | $1,128,221 | $0 | AAFP |
| FAMILY MEDICINE FOR AMERICA'S HEALTH LL | |||||||||
| 11400 TOMAHAWK CREEK PARKWAY | LEAWOOD | KS | 66211 | 471306955 | FM INITIATIVE | KS | $5,622,879 | $107,032 | AAFP |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ACADEMY 1740 INC | ||||||||||
| 11400 TOMAHAWK CREEK PARKWAY | LEAWOOD | KS | 66211 | 431485548 | OWN BUILDING | MO | 501(C)(2) | N/A | AAFP | Yes (true) |
| AMER ACADEMY OF FAMILY PHYSICIANS PAC | ||||||||||
| 1133 CONNECTICUT NW STE 1100 | WASHINGTON | DC | 20036 | 562512251 | PAC | MO | 527 | N/A | AAFP | Yes (true) |
| AMERICAN ACADEMY OF FAMILY PHYS FDN | ||||||||||
| 11400 TOMAHAWK CREEK PARKWAY | LEAWOOD | KS | 66211 | 446013671 | GRANTS | KS | 501(C)(3) | 7 | AAFP | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFP POOLED INV FD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 TOMAHAWK CREEK PARKWAY | AddressLine1Txt |
| City | LEAWOOD | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431695097 | EIN |
| Primary Activities | ASSET MGMT | PrimaryActivitiesTxt |
| Legal Domicile State | MO | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | EXCLUDED FROM TAX | PredominantIncomeTypeTxt |
| Share Of Total Income | $3,225,607 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $60,958,885 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (true) | GeneralOrManagingPartnerInd |
| Ownership | 0.71859 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFP INSURANCE SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 TOMAHAWK CREEK PARKWAY | AddressLine1Txt |
| City | LEAWOOD | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431226253 | EIN |
| Primary Activities | INSURANCE ADMIN | PrimaryActivitiesTxt |
| Legal Domicile State | KS | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C CORP | EntityTypeTxt |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AMERICAN ACADEMY OF FAMILY PHYSICIANS FDN | ||
| Q | $1,937,611 | FMV |
| AAFP POOLED INVESTMENT FUND | ||
| A | $2,149,252 | FMV |
| AAFP POOLED INVESTMENT FUND | ||
| B | $13,500,000 | FMV |
| AMERICAN ACADEMY OF FAMILY PHYSICIANS FDN | ||
| C | $495,000 | FMV |
| ACADEMY 1740 INC | ||
| D | $23,387,087 | FMV |
Comments