2017-04-18T13:11:48-05:00 2016-05-31 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2015-06-01 440536051 AMERICAN ACADEMY OF FAMILY PHYSICIANS % MARY DEGHELDER AMER 9139066000 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 662112672 DALE CULVER CFO 9139066000 2016-10-15 true Michael J Engle P00482834 8162216300 2015 2021-01-29 14:40:06Z DOUGLAS HENLEY 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 662112672 92741685 false 1077 X WWW.AAFP.ORG X 1947 IL THE MISSION OF AAFP IS TO IMPROVE THE HEALTH OF PATIENTS, FAMILIES, AND COMMUNITIES BY SERVING THE NEEDS OF MEMBERS WITH PROFESSIONALISM AND CREATIVITY. 17 17 475 15904237 27171796 28532835 47791116 54094676 1873918 2842961 15532995 6125721 92369825 91596193 0 239827 0 0 46896076 44374524 0 0 0 51261598 46037233 98157674 90651584 -5787849 944609 108350665 104870798 47163648 50097037 61187017 54773761 THE MISSION OF THE AMERICAN ACADEMY OF FAMILY PHYSICIANS IS TO IMPROVE THE HEALTH OF PATIENTS, FAMILIES, AND COMMUNITIES BY SERVING THE NEEDS OF MEMBERS WITH PROFESSIONALISM AND CREATIVITY. false false THE PROMOTION OF COMMON BUSINESS INTEREST OF FAMILY PHYSICIANS THROUGH CONTINUING MEDICAL EDUCATIONAL PROGRAMS, CONFERENCES, AND OTHER METHODS OF ENHANCING THE PRACTICE OF FAMILY MEDICINE. false true true true false false false false false true false false false true false false true false false false false false false false false false true false true false false false false false false false false false false true true true true false true 694 0 true 475 true true true false false false true true false X 17 17 false false true false true true false true true false true true true true true true true true true true true true KS X MARY DEGHELDER 9139066000 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 662112672 RICHARD ALDEN BRUNO DIRECTOR 15.0 0.0 X 14654 0 0 YUSHU JACK CHOU DIRECTOR 15.0 0.0 X 7252 0 0 MARIE-ELIZABETH RAMAS DIRECTOR 15.0 0.0 X 0 0 0 MOTT PARKS BLAIR DIRECTOR 15.0 0.0 X 28897 0 0 LYNN MARIE B LILLIE DIRECTOR 15.0 0.0 X 16544 0 0 CARLOS R GONZALES DIRECTOR TO 09/15 15.0 0.0 X 21329 0 0 EMILY BRIGGS DIRECTOR TO 09/15 15.0 0.0 X 0 0 0 TIFFANY FAY HO DIRECTOR TO 09/15 15.0 0.0 X 3318 0 0 GARY L LEROY DIRECTOR 15.0 0.0 X 3500 0 0 CARL RAYMOND OLDEN DIRECTOR 15.0 0.0 X 26986 0 0 ROBERT A LEE MD DIRECTOR 15.0 0.0 X 5000 0 0 JOHN S CULLEN DIRECTOR 15.0 0.0 X 16626 0 0 ANDREW LUTZKANIN DIRECTOR TO 09/15 15.0 0.0 X 25756 0 0 KRISTINA M ZIMMERMAN DIRECTOR TO 09/15 15.0 0.0 X 23354 0 0 MICHAEL LAWRENCE MUNGER DIRECTOR 15.0 0.0 X 22062 0 0 JOHN BENDER DIRECTOR 15.0 0.0 X 0 0 0 LLOYD VAN WINKLE DIRECTOR TO 09/15 15.0 0.0 X 0 0 0 REID B BLACKWELDER BOARD CHAIR TO 09/15 27.0 0.0 X X 164292 0 0 ROBERT L WERGIN BOARD CHAIR 27.0 0.0 X X 216024 0 0 WANDA D FILER PRESIDENT 40.0 0.0 X X 209862 0 0 JOHN S MEIGS JR PRESIDENT-ELECT 24.0 0.0 X X 92115 0 0 JAVETTE C ORGAIN SPEAKER 18.0 0.0 X X 20639 0 0 ALAN I SCHWARTZSTEIN VICE-SPEAKER 15.0 0.0 X X 5388 0 0 DOUGLAS HENLEY CEO/EVP 40.0 1.0 X 673937 0 74420 DALE CULVER CFO 40.0 1.0 X 214511 0 43176 TODD DICUS COO/DEVP 40.0 1.0 X 399073 0 68277 CRAIG DOANE SVP 40.0 0.0 X 260120 0 69687 RONALD MARTIN SVP 40.0 0.0 X 273450 0 49121 DONNA VALPONI BROOKHART SVP - RESIGNED 03/16 40.0 0.0 X 258420 0 70039 JULIE WOOD SVP 40.0 0.0 X 267842 0 72931 HARRY C KNIGHT SVP 40.0 0.0 X 370691 0 64332 STANLEY KOZAKOWSKI DIV DIR 40.0 0.0 X 264932 0 70842 DANIEL P MCKEAN COO - TFM - RESIGNED 09/15 40.0 0.0 X 272689 0 12189 ANDREW BAZEMORE DIV DIR 40.0 0.0 X 264047 0 59455 AMY MULLINS MED DIR - QI 40.0 0.0 X 233777 0 67747 BRUCE BAGLEY EVP - TFM - RESIGNED 09/15 40.0 0.0 X 270183 0 6553 4947270 0 728769 67 false true false QUADGRAPHICS 500 1ST AVE PITTSBURGH PA 15264 PRINT SERVICES 2650929 FREEMAN AUDIO VISUAL PO BOX 650519 DALLAS TX 75265 A/V SERVICES 1841233 MISSION ELECTRONICS INC 11450 W 79TH ST OVERLAND PARK KS 66214 A/V SYSTEMS & DESIGN 1586009 PSAV PRESENTATION SERVICES 23918 NETWORK PLACE CHICAGO IL 60673 A/V SYSTEMS 1488530 E-HEALTHCARE SOLUTIONS 810 BEAR TAVERN ROAD STE 102 EWING NJ 08628 ADVERTISING 820087 52 28037835 495000 28532835 PUBLICATIONS 541800 17294952 2123379 15171573 SUBSCRIPTION INCOME 561499 2956613 2956613 COURSES & PROGRAM 561499 16469421 16469421 MEETING 561499 566733 566733 EXHIBIT INCOME 561499 2469470 2469470 14337487 14337487 54094676 2175594 2175594 0 3871980 3871980 227120 227120 0 227120 227120 1179180 10377 103159 419031 1076021 -408654 667367 -395557 1062924 0 0 1439742 623302 816440 816440 TRANSFORMED INCOME 900099 1128221 1128221 MISCELLANEOUS REVENUE 900099 81960 81960 1210181 91596193 37352033 15904237 9807088 239827 0 0 0 4551253 0 30486474 2823870 4189821 2323106 0 135405 87960 2796368 0 103159 6937975 2514848 3469920 2117218 0 4521017 3781134 0 9401011 105063 0 1764070 224278 PRODUCTION 4828768 REPAIRS & MAINTENANCE 617095 GIFTS & CONTRIBUTIONS 531395 DUES 655960 1444589 90651584 5269963 6709242 0 0 0 0 6664082 6261356 0 0 0 0 0 0 33161 27089 1676600 1825371 24767653 21502294 4449481 3265359 73252653 83864841 0 0 0 0 0 0 17004725 2917540 108350665 104870798 9684219 9343999 0 0 25541374 27461893 0 0 0 0 0 0 4000000 3373760 0 0 7938055 9917385 47163648 50097037 X 61187017 54773761 0 0 0 0 61187017 54773761 108350665 104870798 X 944609 -4018703 -3339162 X false true X true true true RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false true 28037835 2796368 0 2796368 3037432 -241064 0 3701106 3701106 0 21066547 17801188 3265359 3265359 0 DEFINED BENEFIT OBLIGATION 7501790 DEFERRED COMPENSATION PLAN 457 2415595 9917385 88926222 -4018703 1451891 -2566812 91493034 103159 103159 91596193 90669450 121025 121025 90548425 103159 103159 90651584 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 true ANNALS OF FAMILY MEDICINE 11400 Tomahawk Creek Parkway Leawood KS 66211 010576305 501(C)(3) 194827 SUPPORT AAFP FOUNDATION 11400 Tomahawk Creek Parkway LEAWOOD KS 66211 446013671 501(C)(3) 20000 SUPPORT ALLIANCE FOR HEALTH REFORM 1444 EYE STREET NW STE 910 WASHINGTON DC 20005 521746328 501(C)(3) 7500 SUPPORT UNITED WAY OF GREATER KANSAS CITY 801 W 47TH STREET STE 500 KANSAS CITY MO 64112 440545812 501(C)(3) 17500 SUPPORT 4 SCHEDULE I, PART I, LINE 2 THE AAFP PROVIDES SUPPORT AND GRANTS TO ORGANIZATIONS WHICH ARE RECOGNIZED PUBLIC CHARITIES AND RECOGNIZED PROFESSIONAL ASSOCIATIONS PRIMARILY ASSOCIATED WITH THE FAMILY MEDICINE DISCIPLINE, MEDICAL AND HEALTH CARE FIELD THAT THE AAFP MAINTAINS CONTACT WITH THE GRANTEES THROUGH ITS EXEMPT ACTIVITIES PERFORMANCE. X X true true X X X X X true true false REID B BLACKWELDER BOARD CHAIR TO 09/15 0 0 0 0 164292 0 0 0 0 0 164292 0 ROBERT L WERGIN BOARD CHAIR 0 0 0 0 216024 0 0 0 0 0 216024 0 WANDA D FILER PRESIDENT 0 0 0 0 209862 0 0 0 0 0 209862 0 DOUGLAS HENLEY CEO/EVP 559694 0 75000 0 39243 0 54543 0 19877 0 748357 0 DALE CULVER CFO 202300 0 7500 0 4711 0 43176 0 0 0 257687 0 STANLEY KOZAKOWSKI DIV DIR 260118 0 800 0 4014 0 49800 0 21042 0 335774 0 DANIEL P MCKEAN COO - TFM - RESIGNED 09/15 145637 0 0 0 127052 0 9572 0 2617 0 284878 0 ANDREW BAZEMORE DIV DIR 263507 0 0 0 540 0 49343 0 10112 0 323502 0 AMY MULLINS MED DIR - QI 232758 0 500 0 519 0 44080 0 23667 0 301524 0 BRUCE BAGLEY EVP - TFM - RESIGNED 09/15 81909 0 0 0 188274 0 5896 0 657 0 276736 0 TODD DICUS COO/DEVP 357020 0 25000 0 17053 0 49800 0 18477 0 467350 0 CRAIG DOANE SVP 245342 0 7500 0 7278 0 46893 0 22794 0 329807 0 RONALD MARTIN SVP 263678 0 7500 0 2272 0 48057 0 1064 0 322571 0 DONNA VALPONI BROOKHART SVP - RESIGNED 03/16 244216 0 7500 0 6704 0 49162 0 20877 0 328459 0 JULIE WOOD SVP 255871 0 7500 0 4471 0 48167 0 24764 0 340773 0 HARRY C KNIGHT SVP 357898 0 7500 0 5293 0 43665 0 20667 0 435023 0 SCHEDULE J, PART I, LINE 1A THE BOARD OF DIRECTORS AND OFFICERS ARE PROVIDED FIRST-CLASS TRAVEL. THE AMOUNT IS NOT INCLUDED AS REPORTABLE COMPENSATION ON THE DIRECTOR'S FORM 1099 NOR THE OFFICER'S FORM W-2. THE BOARD OF DIRECTORS AND OFFICERS ARE PROVIDED SPOUSAL TRAVEL. THE AMOUNT IS INCLUDED AS REPORTABLE COMPENSATION ON THE DIRECTOR'S FORM 1099 AND THE OFFICER'S FORM W-2. SCHEDULE J, PART I, LINE 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. 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) TRANSFORMED LLC 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 262468766 MEDICAL KS 1128221 0 AAFP FAMILY MEDICINE FOR AMERICA'S HEALTH LL 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 471306955 FM INITIATIVE KS 5622879 107032 AAFP ACADEMY 1740 INC 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 431485548 OWN BUILDING MO 501(C)(2) N/A AAFP true AMER ACADEMY OF FAMILY PHYSICIANS PAC 1133 CONNECTICUT NW STE 1100 WASHINGTON DC 20036 562512251 PAC MO 527 N/A AAFP true AMERICAN ACADEMY OF FAMILY PHYS FDN 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 446013671 GRANTS KS 501(C)(3) 7 AAFP true AAFP POOLED INV FD 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 431695097 ASSET MGMT MO NA EXCLUDED FROM TAX 3225607 60958885 false true 0.71859 AAFP INSURANCE SERVICES 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 431226253 INSURANCE ADMIN KS N/A C CORP true true true true true false false false false false false true true false true true false true false false AMERICAN ACADEMY OF FAMILY PHYSICIANS FDN Q 1937611 FMV AAFP POOLED INVESTMENT FUND A 2149252 FMV AAFP POOLED INVESTMENT FUND B 13500000 FMV AMERICAN ACADEMY OF FAMILY PHYSICIANS FDN C 495000 FMV ACADEMY 1740 INC D 23387087 FMV