FURP.ORG / PUBLIC DATA EXPLORER

AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION (EIN 44-6013671)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-08-07
IRS object ID
201742199349300729
Schema version
2016v3.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-08-07T10:26:09-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN446013671EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ACADEMY OF FAMILY PHYSICIANSBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
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)
PersonCRAIG M DOANEPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone9139066000PhoneNum
Signature2017-08-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKevin R Ensminger CPAPreparerPersonNm
PTINP01310558PTIN
Phone8162216300PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.22.227.161IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id43372220172195000000FederalOriginalSubmissionId
Federal Original Submission Id2017-08-07FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC1C50E2112E104B521C79236899132A3F332F384AtSubmissionCreationDeviceId
At Submission Filing Device IdDB1F27599D63D016C4D6F8B7B8119982672D8AA1AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCRAIG M DOANEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line111400 TOMAHAWK CREEK PARKWAY440AddressLine1Txt
CityLEAWOODCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,717,168GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AAFPFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1958FormationYr
Legal Domicile StateKSLegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers235TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$3,029,925PYContributionsGrantsAmt
CY Contributions Grants$2,458,444CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,064,961PYInvestmentIncomeAmt
CY Investment Income$1,576,589CYInvestmentIncomeAmt
PY Other Revenue$885PYOtherRevenueAmt
CY Other Revenue$3,303CYOtherRevenueAmt
PY Total Revenue$5,095,771PYTotalRevenueAmt
CY Total Revenue$4,038,336CYTotalRevenueAmt
PY Grants And Similar Paid$2,134,129PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,063,996CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$26,550PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$29,325CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$942,717CYTotalFundraisingExpenseAmt
PY Other Expenses$2,990,083PYOtherExpensesAmt
CY Other Expenses$2,448,435CYOtherExpensesAmt
PY Total Expenses$5,150,762PYTotalExpensesAmt
CY Total Expenses$4,541,756CYTotalExpensesAmt
PY Revenues Less Expenses-$54,991PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$503,420CYRevenuesLessExpensesAmt
Total Assets BOY$17,981,966TotalAssetsBOYAmt
Total Assets EOY$17,776,339TotalAssetsEOYAmt
Total Liabilities BOY$1,592,787TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,417,127TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$16,389,179NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$16,359,212NetAssetsOrFundBalancesEOYAmt
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$2,081,110ExpenseAmt
Grant$1,724,039GrantAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$388,685ExpenseAmt
Grant$174,807GrantAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$334,353ExpenseAmt
Grant$160,147GrantAmt
DescSEE SCHEDULE ODesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$254,610TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$5,003TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$3,058,758TotalProgramServiceExpensesAmt
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 Document281IRPDocumentCnt
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 Members20GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
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 (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
S HUGHES MELTON MD FAAFP
BOARD MEMBER\PRESIDENT ELECT8.01.0Yes (X)Yes (X)$2,250$450$0
EVELYN L LEWIS AND CLARK MD MA
BOARD MEMBER\PRESIDENT8.01.0Yes (X)Yes (X)$9,900$450$0
P BRENT SMITH MD
BOARD MEMBER\VICE PRESIDENT2.01.0Yes (X)Yes (X)$3,825$1,350$0
ROBERT A LEE MD FAAFP
BOARD MEMBER\RESIGNED OCT 20161.015.0Yes (X)$0$0$0
LYNNE MARIE B LILLIE MD FAAFP
BOARD MEMBER\ACADEMY 20161.015.0Yes (X)$0$11,754$0
GRETCHEN IRWIN MD MBA FAAFP
BOARD MEMBER\CHAPTER 20181.01.0Yes (X)$0$6,175$0
DAVID R SMITH MD MPH FAAFP
BOARD MEMBER\AT-LARGE 20161.00.0Yes (X)$1,350$0$0
REBECCA JAFFE MD MPH FAAFP
BOARD MEMBER\AT-LARGE 20171.00.0Yes (X)$1,200$50$0
CARLA DURYEE
BOARD MEMBER\CORPORATE 20161.00.0Yes (X)$0$0$0
MICHEL FARHAT PHD
BOARD MEMBER\CORPORATE 20171.00.0Yes (X)$0$0$0
MYRA CHRISTOPHER
BOARD MEMBER\PUBLIC 20161.00.0Yes (X)$0$0$0
E J HOLLAND JR
BOARD MEMBER\PUBLIC 20171.00.0Yes (X)$900$0$0
DOUGLAS A SPOTTS MD FAAFP
BOARD MEMBER\TREASURER2.01.0Yes (X)Yes (X)$1,800$950$0
JULIE KAY ANDERSON MD FAAFP
BOARD MEMBER\CHAPTER 20161.01.0Yes (X)$1,050$4,000$0
BARBARA JEAN DOTY MD FAAFP
BOARD MEMBER\CHAPTER 20171.00.0Yes (X)$750$0$0
DOUGLAS HENLEY MD
BOARD MEMBER\EX-OFFICIO1.039.0Yes (X)$0$720,762$104,729
CHRISTOPHER WATSON
BOARD MEMBER\RESIDENT 20171.01.0Yes (X)$2,250$600$0
ELIZABETH WEI MCINTOSH
BOARD MEMBER\RESIGNED OCT 20161.01.0Yes (X)$1,350$750$0
JOHN BENDER MD MBA FAAFP
BOARD MEMBER\ACADEMY 20171.015.0Yes (X)$0$0$0
DAVID A GOVAKER MD
BOARD MEMBER\AT-LARGE 20181.00.0Yes (X)$1,350$0$0
CARRIE A JOHNSON
BOARD MEMBER\CORPORATE 20181.00.0Yes (X)$0$0$0
CLAYTON COOPER
BOARD MEMBER\STUDENT 20171.01.0Yes (X)$600$150$0
CRAIG M DOANE
EXECUTIVE DIRECTOR16.024.0Yes (X)$0$268,673$73,226
RAELYNN GOCHNAUER
DIRECTOR STRATEGIC PARTNERSHIP14.026.0$0$117,758$33,204Yes (X)
PHYLLIS NARAGON
DIRECTOR FOUNDATION PROGRAMS40.00.0$0$107,919$23,184Yes (X)
BRENDA CHERPITEL
DIRECTOR DEVELOPMENT40.00.0$0$107,911$53,900Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$28,575TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,349,702TotReportableCompRltdOrgAmt
Total Other Compensation$288,243TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

ServicesServicesDescCompensationCompensationAmtAddress Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCd
AMERICAN ACADEMY OF FAMILY PHYS
ADMIN AND MANAGEMENT$1,925,198
HENRY WURST INC
PRINTING & MAIL SVCS$104,5971331 SALINE STKANSAS CITYMO64116
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Fundraising$46,769FundraisingAmt
Related Organizations$72,043RelatedOrganizationsAmt
All Other Contributions$2,339,632AllOtherContributionsAmt
Noncash Contributions$17,111NoncashContributionsAmt
Total Contributions$2,458,444TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,379,762TotalRevenueColumnAmt
Exclusion$1,379,762ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

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

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

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

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,823,099SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,626,272SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$196,827SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$196,827TotalRevenueColumnAmt
Exclusion$196,827ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$55,863FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$46,769ContriRptFundraisingEventAmt
Fundraising Direct Expenses$52,560FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,303TotalRevenueColumnAmt
Exclusion$3,303ExclusionAmt
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$4,038,336TotalRevenueColumnAmt
Exclusion$1,579,892ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,879,149TotalAmt
Program Services$1,879,149ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$184,847TotalAmt
Program Services$184,847ProgramServicesAmt

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$29,325TotalAmt
Program Services$5,075ProgramServicesAmt
Management And General$19,400ManagementAndGeneralAmt
Fundraising$4,850FundraisingAmt

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$762TotalAmt
Program Services$325ProgramServicesAmt
Management And General$437ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$25,206TotalAmt
Management And General$25,206ManagementAndGeneralAmt

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$82,632TotalAmt
Program Services$14,460ProgramServicesAmt
Management And General$68,172ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,745,986TotalAmt
Program Services$868,808ProgramServicesAmt
Management And General$314,760ManagementAndGeneralAmt
Fundraising$562,418FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$21,801TotalAmt
Program Services$11,134ProgramServicesAmt
Fundraising$10,667FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,841TotalAmt
Program Services$1,183ProgramServicesAmt
Management And General$649ManagementAndGeneralAmt
Fundraising$3,009FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$37,184TotalAmt
Program Services$2,920ProgramServicesAmt
Fundraising$34,264FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$152,555TotalAmt
Program Services$37,817ProgramServicesAmt
Management And General$70,734ManagementAndGeneralAmt
Fundraising$44,004FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$147,799TotalAmt
Program Services$15,809ProgramServicesAmt
Management And General$19,802ManagementAndGeneralAmt
Fundraising$112,188FundraisingAmt

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$12,699TotalAmt
Program Services$12,561ProgramServicesAmt
Management And General$138ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$13,479TotalAmt
Program Services$6,310ProgramServicesAmt
Management And General$7,169ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MAILING SERVICES AND POSTAGE$63,151$1,281$721$61,149
DESIGN AND PRINTING$100,346$4,991$3,353$92,002
OTHER PROGRAM EXPENSES$10,610$10,610
BANK CHARGES$14,998$812$14,186

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$14,386TotalAmt
Program Services$1,478ProgramServicesAmt
Management And General$8,928ManagementAndGeneralAmt
Fundraising$3,980FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,541,756TotalAmt
Program Services$3,058,758ProgramServicesAmt
Management And General$540,281ManagementAndGeneralAmt
Fundraising$942,717FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,315,601BOYAmt
EOY$506,987EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$53,536BOYAmt
EOY$84,593EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$129,880BOYAmt
EOY$215,466EOYAmt

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$116,535BOYAmt
EOY$41,222EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$356,276LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$274,628LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$137BOYAmt
EOY$81,648EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$14,799,477BOYAmt
EOY$15,245,323EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,566,800BOYAmt
EOY$1,601,100EOYAmt

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$17,981,966BOYAmt
EOY$17,776,339EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$898,087BOYAmt
EOY$794,638EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$428,624BOYAmt
EOY$319,436EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$201,438BOYAmt
EOY$105,206EOYAmt

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$64,638BOYAmt
EOY$197,847EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,592,787BOYAmt
EOY$1,417,127EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,146,432BOYAmt
EOY$12,881,319EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,470,761BOYAmt
EOY$1,590,480EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,771,986BOYAmt
EOY$1,887,413EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,389,179BOYAmt
EOY$16,359,212EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,981,966BOYAmt
EOY$17,776,339EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$503,420ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$439,153NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$34,300OtherChangesInNetAssetsAmt
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$5,640,662CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,169,256CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,451,153CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,029,925CurrentTaxYearMinus1YearAmt
Current Tax Year$2,458,444CurrentTaxYearAmt
Total$19,749,440TotalAmt

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$5,640,662CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,169,256CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,451,153CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,029,925CurrentTaxYearMinus1YearAmt
Current Tax Year$2,458,444CurrentTaxYearAmt
Total$19,749,440TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$9,832,194SubstantialContributorsTotAmt
Public Support Total170$9,917,246PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,349,156CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,245,156CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,324,068CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,437,016CurrentTaxYearMinus1YearAmt
Current Tax Year$1,379,762CurrentTaxYearAmt
Total$6,735,158TotalAmt

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$26,484,598TotalSupportAmt
Public Support CY1700.37445PublicSupportCY170Pct
Public Support PY1700.37670PublicSupportPY170Pct
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$12,383,863BeginningYearBalanceAmt
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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,598,550BeginningYearBalanceAmt
Contributions$148,300ContributionsAmt
Investment Earnings Or Losses$1,076,207InvestmentEarningsOrLossesAmt
Other Expenditures$600OtherExpendituresAmt
Administrative Expenses$68,735AdministrativeExpensesAmt
End Year Balance$10,753,722EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.80390BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.15160PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.04450TermEndowmentBalanceEOYPct
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$274,628DepreciationAmt
Book Value$81,648BookValueAmt
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildingsGrp
Total Book Value Land Buildings$81,648TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescINVESTMENT IN AFFILIATEDesc
Book Value$1,601,100BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$1,601,100TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLIABILITY TO LIFE BENEFICIARYDesc
Amt$197,847Amt
FieldValueIRS element (for citing)
Total Liability$197,847TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$7,251,122TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$439,153NetUnrealizedGainsInvstAmt
Other Revenue$3,922,265OtherRevenueAmt
Revenue Not Reported$4,361,418RevenueNotReportedAmt
Revenue Subtotal$2,889,704RevenueSubtotalAmt
Investment Expenses Not Incld$82,632InvestmentExpensesNotIncldAmt
Other Revenues Not Included$1,066,000OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$1,148,632RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,038,336TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$7,281,089TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$2,821,965OtherExpensesIncludedAmt
Expenses Not Reported$2,821,965ExpensesNotReportedAmt
Expenses Subtotal$4,459,124ExpensesSubtotalAmt
Investment Expenses Not Incld2$82,632InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$82,632ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,541,756TotalExpensesPerForm990Amt

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 $ 3,922,265
SCHEDULE D, PART XI, LINE 4BDIVIDEND RECEIVED FROM RELATED ORGANIZATION $ 1,066,000
SCHEDULE D, PART XII, LINE 2DRELATED ORGANIZATION EXPENSES $ 2,821,965

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1VIP BENEFITEvent1Nm
Gross Receipts Event1$57,000GrossReceiptsEvent1Amt
Charitable Contri Event1$24,125CharitableContriEvent1Amt
Gross Revenue Event1$32,875GrossRevenueEvent1Amt
Rent Facility Costs Event1$27,707RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$541OtherDirectExpensesEvent1Amt
Event2MINI AUCTIONEvent2Nm
Gross Receipts Event2$34,550GrossReceiptsEvent2Amt
Charitable Contri Event2$14,549CharitableContriEvent2Amt
Gross Revenue Event2$20,001GrossRevenueEvent2Amt
Non Cash Prizes Event2$20,001NonCashPrizesEvent2Amt
Other Direct Expenses Event2$716OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$11,082GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$8,095CharitableContriOtherEventsAmt
Gross Revenue Other Events$2,987GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$2,987NonCashPrizesOtherEventsAmt
Oth Direct Expnss Other Events$608OthDirectExpnssOtherEventsAmt
Gross Receipts Total$102,632GrossReceiptsTotalAmt
Charitable Contributions Tot$46,769CharitableContributionsTotAmt
Gross Revenue Total Events$55,863GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$22,988NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$27,707RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$1,865OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$52,560DirectExpenseSummaryEventsAmt
Net Income Summary$3,303NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (32 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
AMERICAN ACADEMY OF FAMILY PHYSICIANS
11400 TOMAHAWK CREEK PARKWAYLEAWOODKS66211440536051501(C)(6)$1,351,348VAR PROGRAM SUPPORT
ARIZONA BOARD OF REGENTS
888 N EULID AVETUCSONAZ85719742652689GOVT/EDUC INST$20,900RESEARCH, FM CARES G
BANNER HEALTH
2901 N CENTRAL AVE SUITE 160PHOENIXAZ85012450233470501(C)(3)$11,200IMMUNIZATION AWARDS
CALIFORNIA AFP FOUNDATION
1520 PACIFIC AVESAN FRANCISCOCA94109942938597501(C)(3)$9,500EXTERNSHIPS,FMPC GRA
CAPE VOLUNTEERS IN MEDICINE INC
423 RTE 9NCAPE MAY COURT HOUSENJ08210522257585501(C)(3)$6,492FAMILY MEDICINE CARE
CENTER FOR FAMILY MEDICINE
1115 EAST TWENTIETH STREETSIOUX FALLSSD57105460318482501(C)(3)$11,200IMMUNIZATION AWARDS
DALLAS METHODIST HOSPITALS FOUNDATION INC
1441 N BECKLEY AVEDALLASTX75203751548343501(C)(3)$11,200IMMUNIZATION AWARDS
DIOCESAN COUNCIL FOR THE SOCIETY OF ST PAUL VINCEN
420 W WATKINS ROADPHOENIXAZ85003860096789501(C)(3)$6,800FAMILY MEDICINE CARE
EASTER MAINE HEALTHCARE SYSTEMS
489 STATE STBANGORME04401010211501501(C)(3)$49,918RESEARCH GRANT
FAMILY MEDICINE RES CTR OF NMMC
1665 SOUTH GREEN STREETTUPELOMS38804455382862501(C)(3)$11,200IMMUNIZATION AWARDS
GOOD NEIGHBOR HEALTH CLINIC
70 N MAIN STREETWHITE RIVER JCTVT05001030346949501(C)(3)$7,863FAMILY MEDICINE CARE
HEART TO HEART INTERNATIONAL
401 S CLAIRBORNE SUITE 300OLATHEKS66062481108359501(C)(3)$56,063INTL DISASTER RELIEF
HOPE AT SLAUGHTERVILLE BAPTIST CHURCH MEDICAL CLIN
10101 60TH STREETLEXINGTONOK73051731338039CORP$5,984FAMILY MEDICINE CARE
KANSAS AFP
7570 W 21ST NO 1046 CWICHITAKS67205481078400501(C)(6)$10,000FMPC GRANTS
MASSACHUSETTS ACADEMY OF FAMILY PHYSICIANS
210 GREEN BAY ROADTHIENSVILLEWI53092464754255501(C)(6)$6,250EXTERNSHIPS,FMPC GRA
MERCED RESIDENCY EDUCATION FOUNDATION
315 MERCY AVE SUITE 301MERCEDCA95340770321566CORP$11,500FAMILY MEDICINE CARE
MICHIGAN AFP FOUNDATION
2164 COMMONS PKWYOKEMOSMI48864382381592501(C)(6)$6,250EXTERNSHIPS,FMPC GRA
MINNESOTA ACADEMY OF FAMILY PHYSICIANS
600 HIGHWAY 169 SOUTH SUITE 1680MINNEAPOLISMN55426410804400501(C)(6)$9,500FMPC GRANTS
NEBRASKA AFP
11920 BURT STOMAHANE68154911753651501(C)(6)$7,500FMPC GRANTS
NORTHEAST OHIO MEDICAL UNIVERSITY FOUNDATION
PO BOX 95ROOTSTOWNOH44272341264220501(C)(3)$24,993FAMILY MEDICINE CARE
OHIO ACADEMY OF FAMILY PHYSICIANS FOUNDATION
4075 N HIGH STREETCOLUMBUSOH43214311191776501(C)(3)$5,750EXTERNSHIPS,FMPC GRA
ST LOUIS UNIVERSITY
221 N GRAND BLVD DB319ST LOUISMO63103430654872501(C)(3)$7,497FAMILY MEDICINE CARE
ST VINCENT DE PAUL MEDICAL CLINIC
420 W WATKINS RDPHOENIXAZ85003160096789501(C)(3)$16,000FAMILY MEDICINE CARE
TEXAS AFP
12012 TECHNOLOGY BLVD SUITE 200AUSTINTX78727741109411501(C)(3)$7,500FMPC GRANTS
THE CURATORS OF THE UNIV OF MO
PO BOX 807012KANSAS CITYMO64180436003859GOVT/EDUC INST$50,000RESEARCH GRANT
THE RESEARCH FOUNDATION FOR SUNY
PO BOX 9ALBANYNY12201141368361501(C)(3)$26,000RESEARCH GRANT
UNIVERSITY OF NEVADA SCHOOL OF MEDICINE MULTI-SPEC
1701 WEST CHARLESTONLAS VEGASNV89102880330858501(C)(3)$11,200IMMUNIZATION AWARDS
UNIVERSITY OF ROCHESTER SCHOOL OF MEDICINE & DENTI
601 ELMWOOD AVEROCHESTERNY14642160743209GOVT/EDUC INST$7,500RESEARCH GRANT
UNIVERSITY OF WYOMING FMCHEYENNE
821 EAST 18TH STREETCHEYENNEWY82001836000331GOVT/EDUC INST$11,200IMMUNIZATION AWARDS
UNIVERSITY PHYSICIANS & SURGEONS INC
1600 MEDICAL CENTER DRIVE SUITE 15HUNTINGTONWV25701550564945501(C)(3)$11,200IMMUNIZATION AWARDS
VIRGINIA COMMONWEALTH UNIVERSITY
800 E LEIGH ST SUITE 113RICHMONDVA23298546001758501(C)(3)$11,500RESEARCH GRANT
WISCONSIN AFP FOUNDATION
210 GREEN BAY ROADTHIENSVILLEWI53092930831288501(C)(3)$6,250EXTERNSHIPS,FMPC GRA
FieldValueIRS element (for citing)
Total501c3 Org24Total501c3OrgCnt
Total Other Org8TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
RESIDENT SERVICE AWARDS1$500
CHFM FELLOWSHIP3$5,003
RESIDENT RESEARCH GRANTS2$1,000
LECTURESHIP DISBURSEMENTS2$3,000
GLOBAL HEALTH AWARD1$536
FAMILY MEDICINE LEADS251$174,808

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART 1, 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. 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 items Such as exam tables, EHR systems and medical equipment needed to open their doors. Family Medicine Cares also gives AAFP members, residents and students the opportunity to volunteer their time and talents. Grant awards are for as much as $25,000. Grants are applied for two times a year (March and September). The proposals are reviewed and grants awarded by the Family Medicine Cares USA Work Group. The selections are then sent to the Board of Trustees for final approval. Funds are distributed on an 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 PaymentfalseSeverancePaymentInd
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$252,925$0$11,000$0$4,748$0$48,956$0$24,270$0$341,899$0$0
DOUGLAS HENLEY MD
BOARD MEMBER\EX-OFFICIO$0$602,044$0$76,000$0$42,718$0$83,235$0$21,494$0$825,491$0$30,775
RAELYNN GOCHNAUER
DIRECTOR STRATEGIC PARTNERSHIP$0$115,706$0$1,500$0$552$0$7,582$0$25,622$0$150,962$0$0
BRENDA CHERPITEL
DIRECTOR DEVELOPMENT$0$103,511$0$3,000$0$1,400$0$31,942$0$21,958$0$161,811$0$0

Supplemental Information Detail SupplementalInformationDetail (2 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 4BREPORTABLE DEFERRED DOUGLAS HENLEY $ 30,775 $ 33,435 CRAIG DOANE $ 837 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 (14 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1THE 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.
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 2016, AWARDS AND GRANTS IMPACTED 7 RESIDENCY PROGRAMS, 48 STATE AFP CHAPTERS, 140 ORGANIZATIONS, NEARLY 3,000 RESIDENTS, RESEARCH FELLOWS, FAMILY MEDICINE RESEARCHERS AND MEDICAL STUDENTS, 4,000 YOUTH, 720 HEALTH PROFESSIONALS, AND 41 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 2016, 239 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 $340,829 TO 30 FREE CLINICS (EIGHT IN 2016) REPORTING A VALUE OF MORE THAN $32 MILLION IN SERVICES DURING APPROXIMATELY 164,000 PATIENT VISITS. IN 2016 CLINICS REPORTED 2047 VOLUNTEERS AND 19,177 VOLUNTEER HOURS BY FAMILY MEDICINE (STUDENTS, RESIDENTS, ACTIVE AND RETIRED FAMILY PHYSICIANS). DURING 2016, THE FMC USA RESIDENT SERVICE AWARD SUPPORTED TWO PROJECTS: (1) A PREVENTIVE SERVICES PROJECT THAT EXPANDED FREE CLINIC SERVICES TO ENSURE AGE-APPROPRIATE SCREENING FOR CERVICAL, BREAST AND COLORECTAL CANCER, AND ADVANCED CARE FOR WOMEN AGE 21-75 AND MEN AGE 50-75; AND (2) A HARM-REDUCTION, NEEDLE EXCHANGE PROGRAM TO CONNECT THE HEALTHCARE SYSTEM TO AN OFTEN UNREACHABLE POPULATION IN AN AREA OF EXTREME POVERTY. DURING 2016, FMCI IMPACTED OVER 500 CHILDREN BY PROVIDING FACILITY IMPROVEMENTS TO THREE SCHOOLS WHICH INCLUDED BUILDING A SECURITY FENCE, PAINTING CHAIRS AND BENCHES, ESTABLISHING A NEW COMPUTER LAB/LIBRARY, INSTALLING STAIRS, PAINTING BUILDINGS, AND INSTALLING A HAND WATER PUMP AT A SCHOOL FOR CLEAN SAFE POTABLE WATER. 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 LEADING ASSOCIATIONS AND ORGANIZATIONS IN FAMILY MEDICINE. DURING 2016, THE CENTER RESPONDED TO 970 REFERENCE REQUESTS FROM ORGANIZATIONS, UNIVERSITIES, RESIDENCY PROGRAMS AND INDIVIDUALS, INCLUDING PRACTICING AND RETIRED PHYSICIANS, STUDENTS, RESIDENTS AND PRIVATE RESEARCHERS. THE CHFM ALSO SPONSORS A 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 2EVELYN LEWIS AND CLARK, S. HUGHES MELTON, P. BRENT SMITH, DOUGLAS A SPOTTS, JOHN BENDER, ROBERT LEE, LYNNE LILLIE, REBECCA JAFFE, GRETCHEN IRWIN, JULIE ANDERSON, DOUGLAS HENLEY, ELIZABETH WEI MCINTOSH, CLAYTON COOPER, CHRISTOPHER WATSON, 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 RESIDENT TRUSTEE AND STUDENT TRUSTEE TERM BEGINS SEPTEMBER 1 AND ENDS AUGUST 31, 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 9EQUITY IN SUBSIDIARY EARNINGS $ 1,100,300 DIVIDEND FROM SUBSIDIARY (1,066,000) ----------- TOTAL OTHER CHANGES IN NET ASSETS $ 34,300 ===========
FORM 990 PART IX LINE 11GDESCRIPTION:CONTRACTED SERVICES - ASA TOTAL FEES:1364459
FORM 990 PART IX LINE 11GDESCRIPTION:OTHER FEES FOR SERVICES TOTAL FEES:381527

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 Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Predominant Income TypeEXCLUDED FROM TAXPredominantIncomeTypeTxt
Share Of Total Income$81,523ShareOfTotalIncomeAmt
Share Of EOY Assets$1,255,080ShareOfEOYAssetsAmt
Disproportionate AllocationsfalseDisproportionateAllocationsInd
General Or Managing PartnerfalseGeneralOrManagingPartnerInd
Ownership0.01157OwnershipPct

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$1,100,300$4,977,5951.00000Yes (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$1,351,348CASH
AMERICAN ACADEMY OF FAMILY PHYSICIANS
C$72,043CASH
AAFP INSURANCE SERVICES
F$1,066,000CASH
AMERICAN ACADEMY OF FAMILY PHYSICIANS
P$1,925,198CASH