2015-04-14T17:38:56-05:00 2014-05-31 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2013-06-01 440536051 American Academy of Family Physicians % MARY DEGHELDER AMER 9139066000 11400 Tomahawk Creek Parkway Suite Leawood KS 662112672 DALE CULVER CFO 9139066000 2015-04-15 true Michael J Engle P00482834 9139066000 2013 2016-02-25 16:41:14Z DOUGLAS HENLEY 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 662112672 96362572 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 17 478 0 23766635 -8060000 24850986 26358585 45028898 48194440 2771755 3306238 15451310 17733074 88102949 95592337 0 0 0 0 43705170 44837094 0 0 0 42731473 49566153 86436643 94403247 1666306 1189090 105169360 109631696 47035911 44028485 58133449 65603211 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. 0 0 false false true true false false false false false true false false true true false false true false false false false false false false false false false false true false false false false false true false false false false true true true true false true 919 0 true 478 true true true false false false true true false X 17 17 false false false 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 KIMBERLY RENEE BECHER DIRECTOR 15.0 X 8972 0 0 YUSHU JACK CHOU DIRECTOR 15.0 X 600 0 0 KISHA NICOLE DAVIS DIRECTOR 15.0 X 5880 0 0 BARBARA J DOTY DIRECTOR 15.0 X 44530 0 0 WANDA D FILER MD DIRECTOR 15.0 X 36796 0 0 CARLOS R GONZALES DIRECTOR 15.0 X 18997 0 0 RAVI P GRIVOIS-SHAH DIRECTOR 15.0 X 20238 0 0 BENJAMIN TATE HINKLE DIRECTOR 15.0 X 12222 0 0 REBECCA JAFFE DIRECTOR 15.0 X 1500 0 0 HARRY CLIFTON KNIGHT JR DIRECTOR 15.0 X 12708 0 0 ROBERT A LEE MD DIRECTOR 15.0 X 3464 0 0 RICHARD F MADDEN JR DIRECTOR 15.0 X 29597 0 0 SARAH TULLY MARKS DIRECTOR 15.0 X 26328 0 0 AARON ARTHUR MEYER DIRECTOR 15.0 X 22313 0 0 MICHAEL LAWRENCE MUNGER DIRECTOR 15.0 X 4941 0 0 DANIEL R SPOGEN MD DIRECTOR 15.0 X 28612 0 0 LLOYD VAN WINKLE DIRECTOR 15.0 X 26608 0 0 GLEN R STREAM BOARD CHAIR 27.0 X X 130765 0 0 JEFFREY J CAIN BOARD CHAIR 27.0 X X 3505 0 0 REID B BLACKWELDER PRESIDENT 40.0 X X 190155 0 0 ROBERT L WERGIN PRESIDENT-ELECT 24.0 X X 88884 0 0 JOHN S MEIGS JR MD SPEAKER 18.0 X X 33997 0 0 JAVETTE C ORGAIN VICE-SPEAKER 15.0 X X 21147 0 0 DOUGLAS HENLEY CEO/EVP 40.0 1.0 X 619609 0 109055 DALE CULVER CFO 40.0 1.0 X 62714 0 7736 ROBERT WATCHINSKI CFO 40.0 1.0 X 237720 0 62019 TODD DICUS COO/DEVP 40.0 1.0 X 358769 0 80073 CRAIG DOANE VP 40.0 X 244162 0 65715 RONALD MARTIN VP 40.0 X 257157 0 55015 DANIEL OSTERGAARD VP 40.0 X 261516 0 6690 PERRY PUGNO VP 40.0 X 309197 0 76242 DONNA VALPONI BROOKHART VP 40.0 X 243043 0 68080 JULIE WOOD VP 40.0 X 253360 0 43707 TERRY MCGEENEY PRES-TFM 40.0 X 548724 0 14892 BRUCE BAGLEY MED DIR - QI 40.0 X 346765 0 81068 STANLEY KOZAKOWSKI DIV DIR 40.0 X 249944 0 69043 JIM AREND CFO-TFM 40.0 X 242971 0 63334 HERBERT YOUNG DIV DIR 40.0 X 302067 0 33623 5310477 0 836292 65 false true false BROWN PRINTING COMPANY PO BOX 704 WASECA MN 56093 PUBLISHING SERVICES 1125510 UNIVERSITY PHYSICIANS INC CONSULTING 587363 STIVERS STAFFING SERVICES STAFFING SERVICES 600613 FREEMAN AUDIO VISUAL SOLUTIONS A/V SERVICES 1160136 ACCENTURE LLP CONSULTING 769000 47 26358585 26358585 PUBLICATIONS 541800 13275712 309637 11478229 1487846 SUBSCRIPTION INCOME 561499 2557255 2557255 COURSES & PROGRAM 561499 14947203 14947203 MEETING 561499 504550 504550 EXHIBIT INCOME 561499 2282700 2282700 14627020 14627020 48194440 1149808 1149808 0 4262440 4262440 300343 300343 0 300343 300343 2339101 225 79143 103753 2259958 -103528 2156430 2156430 0 0 1341073 587339 753734 753734 TRANSFORMED INCOME 900099 12288406 12288406 MISCELLANEOUS REVENUE 900099 128151 128151 12416557 95592337 33827550 23766635 11639567 0 0 0 0 5710337 0 30443931 2048469 4102577 2531780 0 295925 100940 0 0 79143 13933258 843916 3205887 1737458 0 5239182 3745140 0 7817883 46765 0 2369954 299398 PRODUCTION 4326197 REPAIRS & MAINTENANCE 438102 DUES 675547 _ 4411458 94403247 0 0 0 15380636 12742410 0 0 0 0 6252897 5591001 0 0 0 0 0 0 39705 36940 1642062 1366985 24950647 19538131 5846514 5412516 58163117 66319303 0 0 0 0 0 0 17844429 18162541 105169360 109631696 8796920 8724952 0 0 25920352 25134988 0 0 0 0 0 0 3200000 3400000 0 0 9118639 6768545 47035911 44028485 X 58133449 65603211 0 0 0 0 58133449 65603211 105169360 109631696 X 1189090 4778232 1502440 X false true X true true true false AAFP PAC 1133 CONNECTICUT NW STE 1100 WASHINGTON DC 20036 562512251 false false true 26358585 2515037 0 2515037 2943375 -428338 4053013 3687490 365523 20897634 15850641 5046993 0 0 5412516 DUE FROM ACADEMY 1740 15046427 DEFERRED COMPENSATION PLAN 457 2870518 DEFFERED INCOME TAXES 245596 18162541 0 DEFINED BENEFIT OBLIGATION 3898027 DEFERRED COMPENSATION PLAN 457 2870518 6768545 102048516 4778232 5237742 10015974 92032542 79143 3480652 3559795 95592337 94673482 3830030 3830030 90843452 79143 3480652 3559795 94403247 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 AND 4B LINE 2D ACADEMY 1740 REVENUE $ 4,143,447 COST OF GOODS SOLD 587,339 PAC REVENUE 403,428 LOSS ON SALE OF CAPITAL ASSETS 103,528 ----------- $ 5,237,742 LINE 4B ELIMINATIONS $ 3,480,652 SCHEDULE D, PART XII, LINE 2D AND 4B LINE 2D ACADEMY 1740 EXPENSES $ 2,735,735 COST OF GOODS SOLD 587,339 PAC EXPENSES 403,428 LOSS ON SALE OF CAPITAL ASSETS 103,528 ---------- $ 3,830,030 LINE 4B ELIMINATIONS $ 3,480,652 X X true true X X X X X true true false REID B BLACKWELDER PRESIDENT 0 0 0 0 190155 0 0 0 0 0 190155 0 DOUGLAS HENLEY CEO/EVP 509106 0 50540 0 59963 0 30600 0 78455 0 728664 0 ROBERT WATCHINSKI CFO 225897 0 5540 0 6283 0 28348 0 33671 0 299739 0 0 TODD DICUS COO/DEVP 334447 0 10540 0 13782 0 30600 0 49473 0 438842 0 CRAIG DOANE VP 233705 0 5540 0 4917 0 29476 0 36239 0 309877 0 RONALD MARTIN VP 248864 0 6000 0 2293 0 22844 0 32171 0 312172 0 DANIEL OSTERGAARD VP 14100 0 0 0 247416 0 4847 0 1843 0 268206 0 PERRY PUGNO VP 289733 0 5540 0 13924 0 30600 0 45642 0 385439 0 DONNA VALPONI BROOKHART VP 231829 0 6040 0 5174 0 29601 0 38479 0 311123 0 JULIE WOOD VP 240682 0 3540 0 9138 0 6355 0 37352 0 297067 0 TERRY MCGEENEY PRES-TFM 103745 0 0 0 444979 0 972 0 13920 0 563616 0 BRUCE BAGLEY MED DIR - QI 333926 0 40 0 12799 0 30600 0 50468 0 427833 0 STANLEY KOZAKOWSKI DIV DIR 247082 0 540 0 2322 0 29341 0 39702 0 318987 0 JIM AREND CFO-TFM 239508 0 40 0 3423 0 24818 0 38516 0 306305 0 HERBERT YOUNG DIV DIR 132828 0 1040 0 168199 0 11179 0 22444 0 335690 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 4B - SEVERANCE PAY TERRY MCGEENEY $ 444,385 SCHEDULE J, PART I, LINE 4B - SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN DOUG HENLEY $ 48,835 BRUCE BAGLEY $ 1,827 DANIEL OSTERGAARD $ 10,043 TODD DICUS $ 10,366 PERRY PUGNO $ 4,992 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. 0 SEE PART V SEE PART V SEE PART V SCHEDULE L, PART IV, LINE 1 (A) ACADEMY 1740, INC. (B) AMERICAN ACADEMY OF FAMILY PHYSICIANS (AAFP) IS THE PARENT ORGANIZATION OF ACADEMY 1740, INC. IN ADDITION, DOUGLAS HENLEY AND TODD DICUS ARE OFFICERS/DIRECTORS OF ACADEMY 1740 AND DALE CULVER AND ROBERT WATCHINSKI ARE OFFICERS OF ACADEMY 1740, INC. (C) 3,057,389 (D) ACADEMY 1740, INC. LEASES SPACE TO AAFP. (E) NO 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 FINANCE AND INSURANCE COMMISSION PRIOR TO FILING WITH THE IRS. AFTER THIS REVIEW, COMMENTS AND/OR CORRECTIONS WERE PROVIDED TO 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, LINES 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. 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 $ 1,502,440 FORM 990 PART IX LINE 11G DESCRIPTION:COMMISSIONS TOTAL FEES:1609773 FORM 990 PART IX LINE 11G DESCRIPTION:PROFESSIONAL SERVICE FEES TOTAL FEES:10838444 FORM 990 PART IX LINE 11G DESCRIPTION:SERVICE FEES TOTAL FEES:1485041 TRANSFORMED LLC 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 262468766 MEDICAL KS 12288406 2778512 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) 11A AAFP true AAFP POOLED INV FD 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 431695097 ASSET MANAGEM MO NA INVESTMENT 3457097 46589263 false 0 true 0.80774 AAFP INSURANCE SERVICES 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 431226253 INSURANCE ADMIN KS AAFP FDN C CORP 0 0 true true true false true false false false false false false true true false false false false false true true ACADEMY 1740 INC D 1098285 FMV AAFP POOLED INVESTMENT FUND A 1197139 FMV AAFP POOLED INVESTMENT FUND B 2259958 FMV ACADEMY 1740 INC K 3057389 FMV AMERICAN ACADEMY OF FAMILY PHYSICIANS PAC L 504936 FMV