2013-04-15T15:48:53-05:00 2012-05-31 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2011-06-01 440536051 American Academy of Family Physicians % MARY DEGHELDER AMER 9139066000 11400 Tomahawk Creek Parkway Leawood KS 662112672 DOUGLAS HENLEY 9139066000 2013-04-15 true Michael J Engle 8162216300 2011 2016-03-07 17:11:31Z DOUGLAS HENLEY 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 662112672 80773794 false 1077 X WWW.AAFP.ORG X 1947 IL PROMOTION OF COMMON BUSINESS INTEREST OF FAMILY PHYSICIANS THROUGH CONTINUING MEDICAL EDUCATIONAL PROGRAMS, CONFERENCES, AND OTHER METHODS OF ENHANCING THE PRACTICE OF FAMILY MEDICINE. 17 12 457 0 21116667 -60791 23287621 24609546 45827466 43558982 1125247 803884 12571250 11110389 82811584 80082801 0 0 0 0 39134005 39375799 0 0 0 38206865 38176180 77340870 77551979 5470714 2530822 91249520 88786998 39069549 43457000 52179971 45329998 PROMOTION OF COMMON BUSINESS INTEREST OF FAMILY PHYSICIANS THROUGH CONTINUING MEDICAL EDUCATIONAL PROGRAMS, CONFERENCES, AND OTHER METHODS OF ENHANCING THE PRACTICE OF FAMILY MEDICINE. false false THE PROMOTION OF COMMON BUSINESS INTEREST OF FAMILY PHYSICIANS THROUGH CONTINUING MEDICAL EDUCATIONAL PROGRAMS, CONFERENCES, AND OTHER METHODS OF ENHANCING THE PRACTICE OF FAMILY MEDICINE. false false true true false false false false false true false false true true true false true false false false false false false false false false false false true false false false false false false false false false false true true true true false true 793 0 true 457 true true true false false false true true false X 17 12 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 X GLEN R STREAM 40.0 X X 191196 0 0 JEFFERY CAIN 24.0 X X 6301 0 0 THOMAS FELGER 15.0 X 30906 0 0 GEORGE SHANNON 15.0 X 32931 0 0 CONRAD FLICK 15.0 X 27500 0 0 LAURA KNOBEL 15.0 X 37512 0 0 REID BLACKWELDER 15.0 X 31711 0 0 DOUGLAS E HENLEY 40.0 X X 548458 0 97366 LEAH RAYE MABRY 18.0 X X 16952 0 0 LORI J HEIM 27.0 X X 109697 0 0 ROLAND A GOERTZ 27.0 X X 0 0 0 JOHN MEIGS JR 18.0 X X 24035 0 0 KEVIN BERNSTEIN 15.0 X 16252 0 0 BARBARA DOTY 15.0 X 22646 0 0 RUSSELL KOHL 15.0 X 22869 0 0 RICHARD MADDEN 15.0 X 20090 0 0 HEIDI MEYER 15.0 X 21721 0 0 ROBERT WERGIN 15.0 X 20483 0 0 WANDA FILER 15.0 X 6377 0 0 JESSICA JOHNSON 15.0 X 7000 0 0 ROBYN LIU 15.0 X 6151 0 0 BRENT SMITH 15.0 X 8350 0 0 DANIEL SPOGEN 15.0 X 5365 0 0 JULIE WOOD 15.0 X 5883 0 0 JAVETTE ORGAIN 15.0 X X 3600 0 0 ROBERT WATCHINSKI 40.0 X 215090 0 56394 TODD DICUS 40.0 X 336297 0 73979 CRAIG DOANE 40.0 X 224066 0 59889 ROSEMARIE SWEENEY 40.0 X 280459 0 65746 DONNA VALPONI BROOKHART 40.0 X 226415 0 55471 PERRY PUGNO 40.0 X 274403 0 68964 DANIEL OSTERGAARD 40.0 X 339300 0 75636 TERRY MCGEENEY 40.0 X 515949 0 86226 ROBERT PHILLIPS 40.0 X 243681 0 65731 BRUCE BAGLEY 40.0 X 254656 0 66619 DANIEL GOWAN 40.0 X 235522 0 50895 JIM AREND 40.0 X 225814 0 58935 4595638 0 881851 46 false true false BROWN PRINTING COMPANY PO BOX 704 WASECA MN 56093 PUBLISHING SERVICES 1591942 MEDED ARCHITECTS LLC PO BOX 434 DEERFIELD IL 60015 WEB DESIGN 513400 STINSON MORRISON HECKER LLP PO BOX 219492 KANSAS CITY MO 64121 PROFESSIONAL FEES 663083 ACCENTURE LLP PO BOX 70629 CHICAGO IL 60673 CONSULTANTS 2073700 SHERATON - KANSAS CITY 2345 MCGEE STREET KANSAS CITY MO 64108 HOTEL 363923 16 24609546 24609546 PUBLICATIONS 541800 16719058 284478 15018809 1415771 SUBSCRIPTION INCOME 561499 2256616 2256616 COURSES & PROGRAM 561499 8258625 8258625 MEETING 561499 489400 489400 EXHIBIT INCOME 561499 2229300 2229300 13598461 13605983 43558982 811136 811136 0 3615733 3615733 185299 185299 185299 185299 64877 3588 73697 2020 -8820 1568 -7252 -7252 0 0 1312651 615276 697375 697375 TRANSFORMED INCOME 900099 6097858 6097858 MISCELLANEOUS REVENUE 900099 514124 456599 57525 6611982 80082801 26049076 21116667 8307512 0 0 0 0 5806569 0 26003016 2045619 3304886 2215709 0 321638 83694 0 0 69287 7817222 566846 2945306 922069 154 4814700 3496274 0 5695003 0 0 2118639 259565 PRODUCTION 5029154 REPAIRS & MAINTENANCE 394498 DUES 486161 _ 3155970 77551979 13468527 14172232 0 0 0 0 6465206 3281923 7000 0 0 0 0 0 51396 29532 2040555 1305744 25200013 17877293 8053427 7322720 44830713 45405837 0 0 0 0 0 0 16332696 17269010 91249520 88786998 8960392 7709820 0 0 24027187 22856414 0 0 0 0 0 0 0 0 0 0 6081970 12890766 39069549 43457000 X 52179971 45329998 0 0 0 0 52179971 45329998 91249520 88786998 X 2530822 -9380795 X false true true X true true false AAFP PAC 2021 MASSACHUSETTS AVE NW WASHINGTON DC 20036 562512251 false false true 24609546 2578917 -1493275 1085642 4204131 -3118489 0 495000 495000 0 24705013 17877293 6827720 7322720 DUE FROM ACADEMY 1740 14291772 DEFERRED COMPENSATION PLAN 457 2661490 DEFFERED INCOME TAXES 315748 17269010 0 DEFINED BENEFIT OBLIGATION 10229276 DEFERRED COMPENSATION PLAN 457 2661490 12890766 80082801 77551979 2530822 -2148803 -6488142 -8636945 -6106123 79594867 -2148803 5040950 2892147 76702720 69287 3310794 3380081 80082801 78468997 4297099 4297099 74171898 69287 3310794 3380081 77551979 UNCERTAIN TAX POSITIONS DISCLOSURE 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. OTHER CHANGES IN NET ASSETS SCHEDULE D, PART XI, LINE 8 ACADEMY 1740 NET ACTIVITY $ 743,850 CHANGE IN PENSION LIABILITY (7,231,992) ------------ TOTAL $ (6,488,142) RECONCILIATION OF REVENUES - OTHER SCHEDULE D, PART XII, LINE 2d ACADEMY 1740 REVENUE $ 4,103,006 PAC REVENUE 324,236 COST OF GOODS SOLD 615,276 LOSS ON SALE OF CAPITAL ASSETS ( 1,568) ----------- $ 5,040,950 RECONCILIATION OF EXPENSES - OTHER SCHEDULE D, PART XIII, LINE 2d ACADEMY 1740 EXPENSES $ 3,359,155 PAC EXPENSES 324,236 COST OF GOODS SOLD 615,276 LOSS ON SALE OF CAPITAL ASSETS ( 1,568) ----------- $ 4,297,099 RECONCILIATION OF REVENUES - OTHER SCHEDULE D, PART XII, LINE 4B ELIMINATIONS $ 3,310,794 RECONCILIATION OF EXPENSES - OTHER SCHEDULE D, PART XIII, LINE 4b ELIMINATIONS $ 3,310,794 X X true true X X X X X false true false GLEN R STREAM 0 0 0 0 191196 0 0 0 0 0 191196 0 0 0 DOUGLAS E HENLEY 480187 0 15675 0 52596 0 29400 0 67966 0 645824 0 0 0 ROBERT WATCHINSKI 209413 0 2675 0 3002 0 26032 0 30362 0 271484 0 0 0 TODD DICUS 312075 0 5175 0 19047 0 29400 0 44579 0 410276 0 0 0 CRAIG DOANE 216825 0 2675 0 4566 0 27105 0 32784 0 283955 0 0 0 ROSEMARIE SWEENEY 267563 0 2675 0 10221 0 28451 0 37295 0 346205 0 0 0 DONNA VALPONI BROOKHART 221213 0 2675 0 2527 0 26547 0 28924 0 281886 0 0 0 TERRY MCGEENEY 447695 0 17299 0 50955 0 24119 0 62107 0 602175 0 0 0 PERRY PUGNO 267713 0 675 0 6015 0 27949 0 41015 0 343367 0 0 0 ROBERT PHILLIPS 242466 0 675 0 540 0 28901 0 36830 0 309412 0 0 0 BRUCE BAGLEY 249062 0 675 0 4919 0 28088 0 38531 0 321275 0 0 0 DANIEL GOWAN 131741 0 94489 0 9292 0 22646 0 28249 0 286417 0 0 0 DANIEL OSTERGAARD 312554 0 2675 0 24071 0 29400 0 46236 0 414936 0 0 0 JIM AREND 223307 0 375 0 2132 0 23729 0 35206 0 284749 0 0 0 FIRST-CLASS TRAVEL AND TRAVEL FOR COMPANIONS 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. Supplemental Non-qualified Retirement Plan Schedule J, Part I, Line 4B DOUG HENLEY $ 40,287 TODD DICUS $ 16,470 DANIEL OSTERGAARD $ 18,839 PERRY PUGNO $ 2,451 ROSEMARIE SWEENEY $ 6,657 TERRY MCGEENEY $ 34,944 BRUCE BAGLEY $ 1,355 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. MEMBERS FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A MEMBERSHIP ASSOCIATION OF FAMILY PHYSICIANS. MEMBERS MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY 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 REVIEW 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. CONFLICT OF INTEREST POLICY 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. COMPENSATION REVIEW 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. AVAILABILITY OF DOCUMENTS 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. OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 5 UNREALIZED GAINS (LOSSES)FROM INVESTMENTS $ ( 2,148,803) CHANGE IN PENSION LIABILITY ( 7,231,992) ------------ $ ( 9,380,795) HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DOUGLAS E HENLEY TITLE:CEO/EVP HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROBERT WATCHINSKI TITLE:CFO HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:TODD DICUS TITLE:COO/DEVP HOURS:1 TRANSFORMED LLC 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 262468766 MEDICAL KS 6097858 1993786 AAFP ACADEMY 1740 INC 11400 TOMAHAWK CREED PARKWAY LEAWOOD KS 66211 431485548 OWN BUILDING MO 501(C)(2) N/A AAFP true AMER ACADEMY OF FAMILY PHYSICIANS PAC 2021 MASSACHUSETTS AVE NW WASHINGTON DC 20036 562512251 PAC MO 527 N/A AAFP true AAFP POOLED INV FD 4600 MADISON AVENUE KANSAS CITY MO 64112 431695097 ASSET MANAGEM MO NA INVESTMENT 793213 38884692 false 0 0.82622 true true false true false false false false false true true false false false false false true true ACADEMY 1740 INC D 5913310 FMV AAFP POOLED INVESTMENT FUND A 797623 FMV AAFP POOLED INVESTMENT FUND B 2000000 FMV ACADEMY 1740 INC J 3310794 FMV AMERICAN ACADEMY OF FAMILY PHYSICIANS PAC K 452064 FMV