AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION (EIN 44-6013671)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-23
- IRS object ID
- 201402049349300035
- Schema version
- 2013v3.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-23T15:04:18-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Suite 1700 | AddressLine1 |
| City | Kansas City | City |
| State | MO | State |
| ZIP Code | 641062246 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 446013671 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ACADEMY OF FAMILY PHYSICIANS | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BRENDA GASTON | InCareOfNm |
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 9139066000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 TOMAHAWK CREEK PARKWAY | AddressLine1 |
| Address Line2 | Suite 440 | AddressLine2 |
| City | LEAWOOD | City |
| State | KS | State |
| ZIP Code | 66211 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG M DOANE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9139066000 | PhoneNum |
| Signature | 2014-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin Ensminger CPA | PreparerPersonNm |
| Phone | 8162216300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | CRAIG M DOANE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 TOMAHAWK CREEK PARKWAY | AddressLine1 |
| City | LEAWOOD | City |
| State | KS | State |
| ZIP Code | 66211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,434,074 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AAFPFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | KS | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 172 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $5,640,662 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,169,256 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,618,471 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,743,328 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$48,710 | PYOtherRevenueAmt |
| CY Other Revenue | -$4,563 | CYOtherRevenueAmt |
| PY Total Revenue | $7,210,423 | PYTotalRevenueAmt |
| CY Total Revenue | $5,908,021 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,422,575 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,606,250 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $28,275 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $26,775 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $843,494 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,018,326 | PYOtherExpensesAmt |
| CY Other Expenses | $3,909,498 | CYOtherExpensesAmt |
| PY Total Expenses | $6,469,176 | PYTotalExpensesAmt |
| CY Total Expenses | $5,542,523 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $741,247 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $365,498 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,749,780 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,430,219 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,365,876 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,330,699 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,383,904 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,099,520 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE 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 Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,288,795 | ExpenseAmt |
| Grant | $1,604,810 | GrantAmt |
| Desc | PHILANTHROPIC ENDEAVORS TO ENHANCE HEALTHCARE QUALITY, STIMULATE FAMILY MEDICINE RESEARCH, BRING TOGETHER FAMILY MEDICINE ORGANIZATIONS, SUPPORT EDUCATIONAL SEMINARS AND COMPETITIVE AWARDS TO FAMILY PHYSICIANS AND RESIDENCY PROGRAMS FOR IMPROVING HEALTH CARE IN PATIENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $211,473 | ExpenseAmt |
| Grant | $1,440 | GrantAmt |
| Desc | THE CENTER FOR THE HISTORY OF FAMILY MEDICINE WAS OFFICIALLY ESTABLISHED IN 1992 TO PROMOTE SCHOLARSHIP IN THE HISTORY OF THE SPECIALTY. THE CENTER ACTIVELY COLLECTS, ORGANIZES, PRESERVES AND PROVIDES ACCESS TO THE RECORDS OF THE LEADING FAMILY MEDICINE ORGANIZATIONS INVOLVED IN ALL ASPECTS OF THE DISCIPLINE. IT SEEKS PERSONAL AND PROFESSIONAL PAPERS OF DOCTORS PRACTICING THE DISCIPLINE IN THE CENTURIES LONG BEFORE 1969, WHEN IT OFFICIALLY BECAME THE 20TH SPECIALTY IN AMERICAN MEDICINE. IT DESIGNS AND EXHIBITS MATERIALS FROM ITS COLLECTIONS THAT HIGHLIGHT THE SPECIALTYS HISTORY. CHFM ALSO CREATES ON-LINE EXHIBITS AND INFORMATION ON ITS VARIOUS COLLECTIONS VIA THE CENTERS WEB SITE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,649,740 | ExpenseAmt |
| Desc | PEERS FOR PROGRESS EVALUATES, DEMONSTRATES AND PROMOTES PEER SUPPORT FOR DIABETES MANAGEMENT AROUND THE WORLD. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,150,008 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | 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 | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| 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 | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 37 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | 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 | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| 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 | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRENDA GASTON | PersonNm |
| Phone | 9139066000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 TOMAHAWK CREEK PARKWAY | AddressLine1 |
| City | LEAWOOD | City |
| State | KS | State |
| ZIP Code | 66211 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MARY JO WELKER MD FAAFP | ||||||||
| BOARD MEMBER\PRESIDENT | 8.0 | 2.0 | Yes (X) | Yes (X) | $9,225 | $900 | $0 | |
| JANE A WEIDA MD FAAFP | ||||||||
| BOARD MEMBER\VICE PRESIDENT | 2.0 | 2.0 | Yes (X) | Yes (X) | $4,050 | $450 | $0 | |
| JASON E MARKER MD | ||||||||
| BOARD MEMBER\TREASURER | 2.0 | Yes (X) | Yes (X) | $4,950 | $0 | $0 | ||
| DANIEL R SPOGEN MD FAAFP | ||||||||
| BOARD MEMBER\ACADEMY 2014 | 1.0 | 8.0 | Yes (X) | $0 | $28,162 | $0 | ||
| HARRY CLIFTON KNIGHT JR MD | ||||||||
| BOARD MEMBER\ACADEMY 2014 | 1.0 | 8.0 | Yes (X) | $0 | $12,708 | $0 | ||
| P BRENT SMITH MD | ||||||||
| BOARD MEMBER\AT-LARGE 2015 | 1.0 | 1.0 | Yes (X) | $600 | $600 | $0 | ||
| EVELYN L LEWIS CLARK MD | ||||||||
| BOARD MEMBER\AT-LARGE 2013 | 1.0 | 1.0 | Yes (X) | $300 | $300 | $0 | ||
| S HUGHES MELTON MD FAAFP | ||||||||
| BOARD MEMBER\AT-LARGE 2014 | 1.0 | 1.0 | Yes (X) | $300 | $600 | $0 | ||
| TIMOTHY D CALLAHAN | ||||||||
| BOARD MEMBER\CORPORATE 2015 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| ANNE W BERRY MA | ||||||||
| BOARD MEMBER\CORPORATE 2013 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| PAMELA BENNETT RN BSN | ||||||||
| BOARD MEMBER\CORPORATE 2014 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| DONALD W DISTASIO | ||||||||
| BOARD MEMBER\PUBLIC 2013 | 1.0 | Yes (X) | $600 | $0 | $0 | |||
| WILLIAM L BRUNING JD MBA | ||||||||
| BOARD MEMBER\PUBLIC 2014 | 1.0 | Yes (X) | $900 | $0 | $0 | |||
| JON D NORTH MBA | ||||||||
| BOARD MEMBER\PUBLIC 2015 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| DOUGLAS A SPOTTS MD FAAFP | ||||||||
| BOARD MEMBER\CHAPTER 2015 | 1.0 | Yes (X) | $1,200 | $320 | $0 | |||
| MICHELLE F JONES MD FAAFP | ||||||||
| BOARD MEMBER\CHAPTER 2013 | 1.0 | Yes (X) | $900 | $0 | $0 | |||
| DALE C MOQUIST MD FAAFP | ||||||||
| BOARD MEMBER\CHAPTER 2014 | 1.0 | Yes (X) | $1,200 | $150 | $0 | |||
| DOUGLAS HENLEY MD | ||||||||
| BOARD MEMBER\EX-OFFICIO | 1.0 | 39.0 | Yes (X) | $0 | $619,609 | $101,497 | ||
| JESSICA NICHOLE JOHNSON MD | ||||||||
| BOARD MEMBER\RESIDENT 2014 | 1.0 | 8.0 | Yes (X) | $0 | $0 | $0 | ||
| NATHANIEL E LEPP MPH MSIV | ||||||||
| BOARD MEMBER\STUDENT 2014 | 1.0 | Yes (X) | $600 | $0 | $0 | |||
| WANDA D FILER MD | ||||||||
| BOARD MEMBER-RESIGNED OCT 13 | 1.0 | 8.0 | Yes (X) | $0 | $36,796 | $0 | ||
| RICHARD F MADDEN JR MD | ||||||||
| BOARD MEMBER-RESIGNED OCT 13 | 1.0 | 8.0 | Yes (X) | $29,597 | ||||
| KEVIN M BERNSTEIN MD | ||||||||
| BOARD MEMBER-RESIGNED OCT 13 | 1.0 | 1.0 | Yes (X) | $600 | $2,489 | |||
| ALISHA E MAULER | ||||||||
| BOARD MEMBER-RESIGNED OCT 13 | 1.0 | 1.0 | Yes (X) | $900 | $2,000 | |||
| CRAIG M DOANE | ||||||||
| EXECUTIVE DIRECTOR | 20.0 | 20.0 | Yes (X) | $0 | $244,162 | $60,120 | ||
| LORI FOLEY | ||||||||
| DIRECTOR STRATEGIC PARTNERSHIP | 16.0 | 24.0 | $0 | $133,315 | $17,818 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $26,325 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,112,158 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $179,435 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| ServicesServicesDesc | CompensationCompensationAmt |
|---|---|
| UNIVERSITY OF NORTH CAROLINA CHAPEL | |
| PROJECT MANAGEMENT | $601,366 |
| AMERICAN ACADEMY OF FAMILY PHYSICIA | |
| ADMIN & MANAGEMENT | $1,051,522 |
| ALIVIO MEDICAL CENTER | |
| PROJECT MANAGEMENT | $610,288 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $28,099 | FundraisingAmt |
| Related Organizations | $336,441 | RelatedOrganizationsAmt |
| All Other Contributions | $3,804,716 | AllOtherContributionsAmt |
| Noncash Contributions | $23,169 | NoncashContributionsAmt |
| Total Contributions | $4,169,256 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,245,156 | TotalRevenueColumnAmt |
| Exclusion | $1,245,156 | 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 | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,974,599 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,476,427 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $498,172 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $498,172 | TotalRevenueColumnAmt |
| Exclusion | $498,172 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $45,063 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $28,099 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $49,626 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,563 | TotalRevenueColumnAmt |
| Exclusion | -$4,563 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,908,021 | TotalRevenueColumnAmt |
| Exclusion | $1,738,765 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,571,760 | TotalAmt |
| Program Services | $1,571,760 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,490 | TotalAmt |
| Program Services | $34,490 | ProgramServicesAmt |
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 | $26,775 | TotalAmt |
| Program Services | $4,125 | ProgramServicesAmt |
| Management And General | $17,400 | ManagementAndGeneralAmt |
| Fundraising | $5,250 | FundraisingAmt |
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 | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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 | $117 | TotalAmt |
| Program Services | $117 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,751 | TotalAmt |
| Management And General | $20,751 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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 | $77,251 | TotalAmt |
| Program Services | $11,428 | ProgramServicesAmt |
| Management And General | $65,823 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,213,651 | TotalAmt |
| Program Services | $2,318,573 | ProgramServicesAmt |
| Management And General | $371,390 | ManagementAndGeneralAmt |
| Fundraising | $523,688 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,246 | TotalAmt |
| Program Services | $14,462 | ProgramServicesAmt |
| Fundraising | $8,784 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,778 | TotalAmt |
| Program Services | $6,665 | ProgramServicesAmt |
| Management And General | $627 | ManagementAndGeneralAmt |
| Fundraising | $2,486 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,539 | TotalAmt |
| Program Services | $12,392 | ProgramServicesAmt |
| Fundraising | $31,147 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,253 | TotalAmt |
| Program Services | $64,917 | ProgramServicesAmt |
| Management And General | $43,158 | ManagementAndGeneralAmt |
| Fundraising | $46,178 | FundraisingAmt |
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 | $143,382 | TotalAmt |
| Program Services | $8,220 | ProgramServicesAmt |
| Management And General | $15,685 | ManagementAndGeneralAmt |
| Fundraising | $119,477 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,631 | TotalAmt |
| Program Services | $236 | ProgramServicesAmt |
| Management And General | $332 | ManagementAndGeneralAmt |
| Fundraising | $14,063 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,214 | TotalAmt |
| Program Services | $2,624 | ProgramServicesAmt |
| Management And General | $6,590 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MAILING SERVICES AND POSTAGE | $54,465 | $26,734 | $423 | $27,308 |
| DESIGN AND PRINTING | $107,060 | $63,233 | $3,977 | $39,850 |
| OTHER PROGRAM EXPENSES | $7,298 | $7,298 | ||
| MISCELLANEOUS EXPENSES | $30,862 | $2,734 | $2,865 | $25,263 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,542,523 | TotalAmt |
| Program Services | $4,150,008 | ProgramServicesAmt |
| Management And General | $549,021 | ManagementAndGeneralAmt |
| Fundraising | $843,494 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,603,170 | BOYAmt |
| EOY | $6,308,726 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,321 | BOYAmt |
| EOY | $41,969 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,581 | BOYAmt |
| EOY | $250,930 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,099 | BOYAmt |
| EOY | $168,198 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $262,068 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $252,003 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,696 | BOYAmt |
| EOY | $10,065 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,303,272 | BOYAmt |
| EOY | $14,151,634 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,499,641 | BOYAmt |
| EOY | $1,498,697 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,749,780 | BOYAmt |
| EOY | $22,430,219 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,727,392 | BOYAmt |
| EOY | $1,054,116 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $380,434 | BOYAmt |
| EOY | $549,098 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,222,911 | BOYAmt |
| EOY | $3,691,409 | 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 | $0 | BOYAmt |
| EOY | $0 | 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 | $35,139 | BOYAmt |
| EOY | $36,076 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,365,876 | BOYAmt |
| EOY | $5,330,699 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,817,122 | BOYAmt |
| EOY | $14,203,340 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,035,077 | BOYAmt |
| EOY | $1,469,751 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,531,705 | BOYAmt |
| EOY | $1,426,429 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,383,904 | BOYAmt |
| EOY | $17,099,520 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,749,780 | BOYAmt |
| EOY | $22,430,219 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $365,498 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,282,767 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $67,351 | 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 | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Certification | Yes (X) | CertificationInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 440536051 | EIN |
| Organization Type | 07 | OrganizationTypeDesc |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $1,806,301 | SupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $1,806,301 | SupportSumAmt |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,753,722 | BeginningYearBalanceAmt |
| Contributions | $134,466 | ContributionsAmt |
| Investment Earnings Or Losses | $1,832,341 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $600 | OtherExpendituresAmt |
| Administrative Expenses | $73,890 | AdministrativeExpensesAmt |
| End Year Balance | $12,646,039 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,598,550 | BeginningYearBalanceAmt |
| Contributions | $148,300 | ContributionsAmt |
| Investment Earnings Or Losses | $1,076,207 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $600 | OtherExpendituresAmt |
| Administrative Expenses | $68,735 | AdministrativeExpensesAmt |
| End Year Balance | $10,753,722 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,646,283 | BeginningYearBalanceAmt |
| Contributions | $94,570 | ContributionsAmt |
| Investment Earnings Or Losses | -$76,692 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $600 | OtherExpendituresAmt |
| Administrative Expenses | $65,011 | AdministrativeExpensesAmt |
| End Year Balance | $9,598,550 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,539,777 | BeginningYearBalanceAmt |
| Contributions | $186,009 | ContributionsAmt |
| Investment Earnings Or Losses | $971,713 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,200 | OtherExpendituresAmt |
| Administrative Expenses | $50,016 | AdministrativeExpensesAmt |
| End Year Balance | $9,646,283 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,039,383 | BeginningYearBalanceAmt |
| Contributions | $91,127 | ContributionsAmt |
| Investment Earnings Or Losses | $1,491,805 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $40,017 | OtherExpendituresAmt |
| Administrative Expenses | $42,521 | AdministrativeExpensesAmt |
| End Year Balance | $8,539,777 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.85010 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.11280 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03710 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $262,067 | OtherCostOrOtherBasisAmt |
| Depreciation | $252,002 | DepreciationAmt |
| Book Value | $10,065 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $10,065 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN AFFILIATE | Desc |
| Book Value | $1,498,697 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,498,697 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Liability to Life Beneficiary | Desc |
| Amt | $36,076 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $36,076 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $9,981,243 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,282,767 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,823,706 | OtherRevenueAmt |
| Revenue Not Reported | $5,106,473 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,874,770 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $77,251 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $956,000 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,033,251 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,908,021 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,265,627 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,800,355 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,800,355 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,465,272 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $77,251 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $77,251 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,542,523 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4 | MEDICAL RESEARCH BENEFITTING 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. |
| SCHEDULE D, PART X | 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 $ 3,803,999 FUNDRAISING EXPENSES 19,707 ---------- TOTAL $ 3,823,706 |
| SCHEDULE D, PART XI, LINE 4B | DIVIDEND RECEIVED FROM RELATED ORGANIZATION $ 956,000 |
| SCHEDULE D, PART XII, LINE 2D | RELATED ORGANIZATION EXPENSES $ 2,800,355 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | VIP BENEFIT | NameOfEvent1Amt |
| Gross Receipts Event1 | $39,950 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $19,950 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $20,000 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $20,768 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $1,719 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | MINI AUCTION | NameOfEvent2Amt |
| Gross Receipts Event2 | $23,377 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $1,374 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $22,003 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $22,003 | NonCashPrizesEvent2Amt |
| Other Direct Expenses Event2 | $202 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $9,835 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $6,775 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $3,060 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $3,060 | NonCashPrizesOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,874 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $73,162 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $28,099 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $45,063 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $25,063 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $20,768 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,795 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $49,626 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$4,563 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (36 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AMERICAN ACADEMY OF FAMILY PHYSICIANS | |||||||
| 11400 TOMAHAWK CREEK PARKWAY | LEAWOOD | KS | 66211 | 440536051 | 501(C)(6) | $869,289 | VARIOUS PROGRAM SUPP |
| HEART TO HEART INTERNATIONAL | |||||||
| 401 S CLAIRBORNE SUITE 300 | OLATHE | KS | 66062 | 481108359 | 501(C)(3) | $122,941 | US & INT'L DISASTER |
| INTERNATIONAL MEDICAL CORPS | |||||||
| 1919 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | 953949646 | 501(C)(3) | $22,600 | TYPHOON DISASTER REL |
| VIRGINIA COMMONWEALTH UNIVERSITY | |||||||
| 800 E LEIGH ST SUITE 113 | RICHMOND | VA | 23298 | 546001758 | 501(C)(3) | $61,856 | GRANT GENERATING PRO |
| THE BETHESDA LIFE CENTER INC | |||||||
| PO BOX 8348 321 19TH STREET ENSLEY | BIRMINGHAM | AL | 35218 | 202626345 | 501(C)(3) | $7,500 | CFL COLLABORATION AW |
| BLACK PEOPLE RUN BIKE AND SWIM | |||||||
| PO BOX 1661 | BIRMINGHAM | AL | 35203 | 383866742 | CORP | $7,500 | CFL COLLABORATION AW |
| BROADLAWNS MEDICAL CENTER | |||||||
| 1801 HICKMAN RD | DES MOINES | IA | 50314 | 426005830 | 501(C)(3) | $11,000 | IMMUNIZATION AWARDS |
| BROOKLYN HOSPITAL CENTER | |||||||
| 121 DEKALB AVE | BROOKLYN | NY | 11205 | 111630755 | 501(C)(3) | $6,000 | IMMUNIZATION AWARDS |
| CALIFORNIA AFP FOUNDATION | |||||||
| 1520 PACIFIC AVE | SAN FRANCISCO | CA | 94109 | 942938597 | 501(C)(3) | $9,750 | FMPC, EXTERNSHIPS |
| CATHOLIC HEALTH INITIATIVES COLORADO | |||||||
| 109 INVERNESS DR E SUITE J | ENGLEWOOD | CO | 80112 | 840405257 | 501(C)(3) | $11,000 | IMMUNIZATION AWARDS |
| COLORADO AFP | |||||||
| 2224 S FRASER ST UNIT 1 | AURORA | CO | 80014 | 846044788 | 501(C)(6) | $7,000 | FMPC GRANT |
| CONGREGATIONAL HEALTH PROGRAM | |||||||
| 800 LAKESHORE DRIVE | BIRMINGHAM | AL | 35229 | 630312914 | 501(C)(3) | $7,500 | CFL COLLABORATION AW |
| CREIGHTON UNIVERSITY | |||||||
| 2500 CALIFORNIA PLZ | OMAHA | NE | 68154 | 470376583 | 501(C)(3) | $11,000 | IMMUNIZATION AWARDS |
| EAST TENNESSEE STATE UNIVERSITY | |||||||
| 807 UNIVERSITY PARKWAY | JOHNSON CITY | TN | 37614 | 626021046 | GOVT/EDUC INST | $7,500 | RESEARCH GRANT |
| FRONT ROYAL FAMILY PRACTICE PC | |||||||
| 140 W 11 ST | FRONT ROYAL | VA | 22630 | 541478427 | CORP | $7,500 | RESEARCH GRANT |
| HOWARD UNIVERSITY | |||||||
| 2041 GEORGIA AVE NW | WASHINGTON | DC | 20060 | 530196961 | 501(C)(3) | $6,000 | IMMUNIZATION AWARDS |
| JEFFERSON COUNTY LIBRARY COOPERATIVE | |||||||
| 2100 PARK PLACE | BIRMINGHAM | AL | 35203 | 630894761 | 501(C)(3) | $7,500 | CFL COLLABORATION AW |
| KANSAS AFP FOUNDATION | |||||||
| 7570 W 21ST N BLDG 1046 C | WICHITA | KS | 67205 | 680962251 | 501(C)(3) | $7,000 | FMPC, EXTERNSHIPS |
| MEHARRY MEDICAL COLLEGE | |||||||
| 1005 DR DB TODD JR BLVD | NASHVILLE | TN | 37208 | 620488046 | 501(C)(3) | $11,000 | IMMUNIZATION AWARDS |
| MICHIGAN AFP FOUNDATION | |||||||
| 2164 COMMONS PKWY | OKEMOS | MI | 48864 | 382381592 | 501(C)(3) | $6,000 | FMPC GRANT |
| MONTGOMERY COUNTY FREE CLINIC INC | |||||||
| PO BOX 86 | CRAWFORDSVILLE | IN | 47933 | 271198512 | 501(C)(3) | $18,870 | FAMILY MEDICINE CARE |
| NORTH CAROLINA AFP FOUNDATION | |||||||
| PO BOX 10278 | RALEIGH | NC | 27605 | 561686052 | 501(C)(3) | $7,000 | FMPC GRANT |
| OHIO UNIVERSITY | |||||||
| 280 WEST UNION STREET OFFICE CENTER | ATHENS | OH | 45701 | 316402113 | GOVT/EDUC INST | $7,500 | RESEARCH GRANT |
| OREGON AFP | |||||||
| 1717 NE 42ND AVE SUITE 2103 | PORTLAND | OR | 97213 | 930423900 | 501(C)(6) | $7,500 | FMPC GRANT |
| PROVIDENCE HOSPITAL | |||||||
| 1150 VARNUM ST NE | WASHINGTON | DC | 20017 | 530196636 | 501(C)(3) | $6,000 | IMMUNIZATION AWARDS |
| RUTGERS THE STATE UNIVERSITY OF NEW JERSEY | |||||||
| ASB III 3 RUTGERS PLAZA | NEW BRUNSWICK | NJ | 08903 | 462354111 | GOVT/EDUC INST | $38,358 | RESEARCH GRANT |
| SOUTHEAST INDIANA HEALTH CENTER | |||||||
| 374 NORTHSIDE DRIVE SUITE F | BATESVILLE | IN | 47006 | 461260760 | CORP | $17,360 | FAMILY MEDICINE CARE |
| ST LOUIS UNIVERSITY | |||||||
| 221 NORTH GRAND BOULEVARD | ST LOUIS | MO | 63103 | 430654872 | 501(C)(3) | $47,896 | RESEARCH GRANT |
| SUTTER WEST BAY HOSPITALS | |||||||
| PO BOX 7999 | SAN FRANCISCO | CA | 94120 | 940562680 | 501(C)(3) | $10,500 | RESIDENT SERVICE AWA |
| THE MILLS HEALTH CLINIC | |||||||
| 13207 MINNETONKA DRIVE | MINNETONKA | MN | 55305 | 455279262 | 501(C)(3) | $8,800 | FAMILY MEDICINE CARE |
| THE RESEARCH FOUNDATION FOR SUNY | |||||||
| PO BOX 9 | ALBANY | NY | 12201 | 141368361 | 501(C)(3) | $7,500 | RESEARCH GRANT |
| THE UNIVERSITY OF TEXAS | |||||||
| 301 UNIVERSITY BLVD | GALVESTON | TX | 77555 | 746000949 | GOVT/EDUC INST | $49,743 | RESEARCH GRANT |
| THOMAS JEFFERSON UNIVERSITY | |||||||
| 1020 WALNUT ST | PHILADELPHIA | PA | 19107 | 231352651 | 501(C)(3) | $50,000 | RESEARCH GRANT |
| UNIVERSITY AT BUFFALO | |||||||
| 1315 JEFFERSON AVENUE | BUFFALO | NY | 14208 | 146013200 | GOVT/EDUC INST | $7,500 | RESEARCH GRANT |
| UNIVERSITY OF UTAH | |||||||
| 375 CHIPETA WAY SUITE A | SALT LAKE CITY | UT | 84108 | 876000525 | 501(C)(3) | $6,000 | IMMUNIZATION AWARDS |
| VIA CHRISTI FOUNDATION | |||||||
| 1156 S CLIFTON | WICHITA | KS | 67218 | 481172107 | 501(C)(3) | $6,000 | IMMUNIZATION AWARDS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 30 | Total501c3OrgCnt |
| Total Other Org | 6 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| RESIDENT SERVICE AWARD | 1 | $1,000 |
| TEACHER DEVELOPMENT AWARDS | 2 | $4,000 |
| RESIDENT RESEARCH GRANTS | 3 | $2,550 |
| CHFM FELLOWSHIP | 1 | $1,440 |
| STERN LECTURESHIP | 1 | $1,500 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2. | FormAndLineReferenceDesc |
| Explanation | The 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 Foundation's 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. Pfizer Teacher Development Awards - is a competitive award program available only to new, community-based family physicians (graduates from an ACGME-approved family medicine residency program within the past six years) that are part-time teachers of family medicine. A slate of award recipients is determined by the 4-member Teacher Development Subcommittee of the Board of Trustees and approved by the AAFP Board. Disbursement of the monetary award, which is to be used by the recipient for a skill-building opportunity of choice, and by the teaching center to help host a recognition ceremony for the recipient, is made as requested by the recipient and the recipient's teaching center. 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. Special care is taken that no conflict of interest exists with any of the reviewers. Once final approval is received from the FMPC, it must be approved by the Foundation's 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 Foundation's 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, and 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 Foundation's Board of Trustees. Once approved, Foundation's Program Administrator will review submission of written reports received at the midpoint and upon completion of the project. Ninety percent of the award will be paid periodically if timeline is over six months. 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 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 on a rolling basis. The proposals are reviewed and grants awarded by the Family Medicine Cares USA Steering Committee. The selections are then sent to the Board of Trustees for final approval. Funds are distributed on a 80%-20% basis. The initial 80% is distributed upon receipt of the free clinic's 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 4-member Family Medicine Cares USA Resident Service Award Subcommittee. 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. Distribution of the funds begins after receipt of this information, as follows: The $10,000 AWARD FOR THE RESIDENT is distributed through the Family Medicine residency program in three payments: $6,000 at the start of the project; $2,000 after the interim report; and $2,000 after receipt of the final report. The $500 STIPEND FOR THE RESIDENCY is distributed upon receipt of payment information; the $5,000 AWARD FOR the CLINIC is distributed in two payments: $2,500 at the start of the project; and $2,500 following the interim report. The $1,000 TRAVEL AWARD FOR THE RESIDENT is distributed as a reimbursement following submission of expenses. Cities for Life Collaboration Awards - the grant awards were provided to pairs of Community Action Team members (or groups of three or more members which were local organizations) to work together to enhance, expand or initiate programs that are helpful to people at risk for or living with diabetes in Birmingham, Alabama. Applications are reviewed and approved by the Director of Programs for the AAFP Foundation and the Global Director of Peers for Progress along with 3 reviewers from the National Research Network. Recipients receive 90% of the grant funds following approval of the application and the remaining 10% following submission of the required final report. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CRAIG M DOANE | ||||||||||||
| EXECUTIVE DIRECTOR | $0 | $233,705 | $0 | $5,540 | $0 | $4,917 | $0 | $29,476 | $0 | $30,644 | $0 | $304,282 |
| DOUGLAS HENLEY MD | ||||||||||||
| BOARD MEMBER\EX-OFFICIO | $0 | $509,106 | $0 | $50,540 | $0 | $59,963 | $0 | $30,600 | $0 | $70,897 | $0 | $721,106 |
| LORI FOLEY | ||||||||||||
| DIRECTOR STRATEGIC PARTNERSHIP | $0 | $88,628 | $0 | $1,040 | $0 | $43,647 | $0 | $6,160 | $0 | $11,658 | $0 | $151,133 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 3 | THE 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 4B | DOUGLAS HENLEY $ 48,835 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 (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | The 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 VI, SECTION A, LINE 2 | CRAIG DOANE, DANIEL SPOGEN, HARRY KNIGHT, DOUGLAS HENLEY, WANDA FILER, RICHARD MADDEN, KEVIN BERNSTEIN, ALISHA MAULER AND JESSICA JOHNSON HAVE BUSINESS RELATIONSHIPS. |
| FORM 990, PART VI, SECTION A, LINE 4 | During 2013, the voting members of the Foundation approved an amendment to the Foundation's bylaws changing the current four-year term of the Public, Chapter, and At-Large Trustees to three-year terms. Additionally, the voting members approved the amendment to phase-in a four-year officer track, which will be effective January 1, 2014. This amendment added a fourth officer position, changed each officer position to a one-year term and increased the number of voting Trustees from 20 to 21. |
| FORM 990, PART VI, SECTION A, LINE 6 | The 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 7A | The 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 7B | The bylaws may be amended by the voting members of the Foundation. |
| FORM 990, PART VI, SECTION A, LINE 11B | The 990 is prepared by an independent accounting (CPA) firm and reviewed by the ASA Financial Manager 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 of the Foundation and filed. |
| FORM 990, PART VI, SECTION B, LINE 12C | The 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 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 Foundation Bylaws and as determined by the Board. |
| FORM 990, PART VI, SECTION B, LINES 15A & B | The 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 19 | The 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 9 | EQUITY IN SUBSIDIARY EARNINGS $ 1,003,644 FUNDRAISING EXPENSES 19,707 DIVIDEND FROM RELATED ORGANIZATION (956,000) ----------- TOTAL OTHER CHANGES IN FORM 990, PART XI, LINE 9 $ 67,351 =========== |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONTRACTED SERVICES TOTAL FEES:1556586 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:SUBCONTRACTOR FEES TOTAL FEES:696538 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PROGRAM DEVELOPMENT FEES TOTAL FEES:539006 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER FEES FOR SERVICES TOTAL FEES:421521 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ACADEMY OF FAMILY PHYSICIANS | ||||||||||
| 11400 TOMAHAWK CREEK PARKWAY | LEAWOOD | KS | 66211 | 440536051 | MEDICAL ASSOC | KS | 501(C)(6) | NA | false | |
| ACADEMY 1740 INC | ||||||||||
| 11400 TOMAHAWK CREEK PARKWAY | LEAWOOD | KS | 66211 | 431485548 | TITLE HOLDING | KS | 501(C(2) | AAFP | Yes (true) | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFP INSURANCE SERVICES | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 TOMAHAWK CREEK PARKWAY | AddressLine1 |
| City | LEAWOOD | City |
| State | KS | State |
| ZIP Code | 66211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431226253 | EIN |
| Primary Activities | INSURANCE ADM | PrimaryActivitiesTxt |
| Legal Domicile State | KS | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFP FNDTN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C corp | EntityTypeTxt |
| Share Of Total Income | $1,003,644 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $4,902,553 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | 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 | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (true) | 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 | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | 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 (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AMERICAN ACADEMY OF FAMILY PHYSICIANS | ||
| B | $1,051,522 | CASH PAID |
| AMERICAN ACADEMY OF FAMILY PHYSICIANS | ||
| C | $336,441 | CASH RECEIVED |
| AMERICAN ACADEMY OF FAMILY PHYSICIANS | ||
| O | $1,806,361 | CASH PAID |
| AAFP INSURANCE SERVICES | ||
| F | $956,000 | CASH PAID |