AMERICAN ACADEMY OF FAMILY PHYSICIANS: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
AMERICAN ACADEMY OF FAMILY PHYSICIANS (EIN 43-1485548)
Tax period
2024-06-01 to 2025-05-31
Filed
2026-04-14
IRS object ID
202611049349302401
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-14T21:08:32+00:00ReturnTs
Tax Period End2025-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN440160260PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Forvis Mazars LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11248 O Street Ste 1040AddressLine1Txt
CityLincolnCityNm
State AbbreviationNEStateAbbreviationCd
ZIP685081461ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN431485548EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Academy 1740 IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlACADBusinessNameControlTxt
Phone9139066000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111400 TOMAHAWK CREEK PARKWAYAddressLine1Txt
CityLEAWOODCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCharlotte KernerPersonNm
Person TitleTreasurerPersonTitleTxt
Phone9139066000PhoneNum
Signature2026-04-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKristin TynonPreparerPersonNm
PTINP01063388PTIN
Phone4024737600PhoneNum
Preparation2026-04-15PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1R SHAWN MARTINBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line111400 TOMAHAWK CREEK PARKWAYAddressLine1Txt
CityLEAWOODCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,863,733GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1988FormationYr
Legal Domicile StateMOLegalDomicileStateCd
Activity Or MissionTITLE HOLDING COMPANYActivityOrMissionDesc
Voting Members Governing Body2VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$1,312,811TotalGrossUBIAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$4,520,684PYProgramServiceRevenueAmt
CY Program Service Revenue$4,313,033CYProgramServiceRevenueAmt
PY Investment Income$739,048PYInvestmentIncomeAmt
CY Investment Income$1,526,523CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$5,259,732PYTotalRevenueAmt
CY Total Revenue$5,839,556CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,502,068PYOtherExpensesAmt
CY Other Expenses$3,435,691CYOtherExpensesAmt
PY Total Expenses$3,502,068PYTotalExpensesAmt
CY Total Expenses$3,435,691CYTotalExpensesAmt
PY Revenues Less Expenses$1,757,664PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,403,865CYRevenuesLessExpensesAmt
Total Assets BOY$30,843,274TotalAssetsBOYAmt
Total Assets EOY$30,893,323TotalAssetsEOYAmt
Total Liabilities BOY$11,770,244TotalLiabilitiesBOYAmt
Total Liabilities EOY$9,704,632TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$19,073,030NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$21,188,691NetAssetsOrFundBalancesEOYAmt
MissionNONEMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescTITLE HOLDING COMPANYDesc
Total Program Service Expenses$0TotalProgramServiceExpensesAmt
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members2GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JENNY CLEMONSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9139066000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111400 TOMAHAWK CREEK PARKWAYAddressLine1Txt
CityLEAWOODCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
PAULA MATTHEWS
VICE PRESIDENT1.040.0Yes (X)Yes (X)$0$369,122$96,549
R SHAWN MARTIN
PRESIDENT1.040.0Yes (X)Yes (X)$0$822,129$81,795
CHARLOTTE KERNER
TREASURER1.040.0Yes (X)$0$368,511$92,503
HEATHER LEITH
SECRETARY1.040.0Yes (X)$0$348,880$98,353
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,908,641TotReportableCompRltdOrgAmt
Total Other Compensation$369,200TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
DESIGN MECHANICAL INC
100 GREYSTONE AVEKANSAS CITYKS66103HVAC CONTRACTOR$172,548
CITY WIDE FACILITY SOLUTIONS
15230 W 105th TerraceLENEXAKS66219JANITORIAL SERVICES$133,480
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescRental IncomeDesc
Business531110BusinessCd
Total Revenue Column$4,313,033TotalRevenueColumnAmt
Related Or Exempt Func Income$4,313,033RelatedOrExemptFuncIncomeAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$4,313,033TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$322,580TotalRevenueColumnAmt
Unrelated Business Revenue$277,419UnrelatedBusinessRevenueAmt
Exclusion$45,161ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

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

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,228,120SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$24,177SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,203,943SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,203,943TotalRevenueColumnAmt
Unrelated Business Revenue$1,035,392UnrelatedBusinessRevenueAmt
Exclusion$168,551ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,839,556TotalRevenueColumnAmt
Related Or Exempt Func Income$4,313,033RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,312,811UnrelatedBusinessRevenueAmt
Exclusion$213,712ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$154,774TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$24,177TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$23,343TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,342TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,797,961TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$354,635TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,012,691TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$44,800TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescMinor Furniture & EquipmentDesc
Total$19,968TotalAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,435,691TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$592,463BOYAmt
EOY$156,869EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$622,479BOYAmt
EOY$577,773EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$308,102BOYAmt
EOY$227,274EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$34,393,329LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$18,208,168LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$17,032,659BOYAmt
EOY$16,185,161EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$12,287,571BOYAmt
EOY$13,501,713EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$244,533EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$30,843,274BOYAmt
EOY$30,893,323EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$347,558BOYAmt
EOY$332,669EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$388,020BOYAmt
EOY$336,043EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$10,630,494BOYAmt
EOY$9,035,920EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$404,172BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$11,770,244BOYAmt
EOY$9,704,632EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$19,073,030BOYAmt
EOY$21,188,691EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,073,030BOYAmt
EOY$21,188,691EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$30,843,274BOYAmt
EOY$30,893,323EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,403,865ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$288,204NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteefalseAuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,286,848OtherCostOrOtherBasisAmt
Book Value$5,286,848BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$29,106,481OtherCostOrOtherBasisAmt
Depreciation$18,208,168DepreciationAmt
Book Value$10,898,313BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$16,185,161TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Closely-held equity interests
Financial derivatives
INVESTMENT IN POOLED FUND$13,501,713F
FieldValueIRS element (for citing)
Total Book Value Securities$13,501,713TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc
Federal Income Taxes
DUE TO AAFP
FieldValueIRS element (for citing)
Total Liability$0TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$92,743,067TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$288,204NetUnrealizedGainsInvstAmt
Other Revenue$87,215,892OtherRevenueAmt
Revenue Not Reported$86,927,688RevenueNotReportedAmt
Revenue Subtotal$5,815,379RevenueSubtotalAmt
Investment Expenses Not Incld$24,177InvestmentExpensesNotIncldAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$24,177RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,839,556TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$95,367,440TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$91,955,926OtherExpensesIncludedAmt
Expenses Not Reported$91,955,926ExpensesNotReportedAmt
Expenses Subtotal$3,411,514ExpensesSubtotalAmt
Investment Expenses Not Incld2$24,177InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$24,177ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,435,691TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteMANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT INDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATMENTS.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990RELATED ORGANIZATION REVENUE - 90415580 ELIMINATIONS - -3199688
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990RELATED ORGANIZATION EXPENSES - 95155612 ELIMINATIONS - -3199688 VARIANCE IN NET ASSET ROLLFORWARD - 2

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
R SHAWN MARTIN
PRESIDENT$0$706,948$0$90,000$0$25,181$0$77,634$0$4,161$0$903,924$0$21,248
PAULA MATTHEWS
VICE PRESIDENT$0$366,800$0$0$0$2,322$0$58,484$0$38,065$0$465,671$0$0
CHARLOTTE KERNER
TREASURER$0$363,649$0$250$0$4,612$0$63,541$0$28,962$0$461,014$0$1,580
HEATHER LEITH
SECRETARY$0$345,557$0$0$0$3,323$0$62,151$0$36,202$0$447,233$0$1,001

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule J, Part I, Line 4b Supplemental nonqualified retirement planFormAndLineReferenceDesc
ExplanationR SHAWN MARTIN REPORTABLE - $21,248 DEFERRED - $23,461 PAULA MATTHEWS REPORTABLE - $0 DEFERRED - $3,152 CHARLOTTE KERNER REPORTABLE - $1,580 DEFERRED - $2,753 HEATHER LEITH REPORTABLE - $1,001 DEFERRED - $1,211 THE SUPPLEMENTAL RETIREMENT PLAN IS A NONQUALIFIED 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. SECTION 457F COMPENSATION IS TAXED IN THE YEAR OF THE VESTING, BUT THE RECIPIENT CANNOT ACCESS THE FUNDS UNTIL RETIREMENT.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsR SHAWN MARTIN, PAULA MATTHEWS, CHARLOTTE KERNER, AND HEATHER LEITH - Business relationship
Form 990, Part VI, Line 6 Classes of members or stockholdersTHE AMERICAN ACADEMY OF FAMILY PHYSICIANS IS THE SOLE MEMBER OF ACADEMY 1740, INC.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodyTHE AMERICAN ACADEMY OF FAMILY PHYSICIANS HAS THE RIGHT TO APPOINT THE GOVERNING BOARD OF ACADEMY 1740, INC.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholdersTHE AMERICAN ACADEMY OF FAMILY PHYSICIANS HAS THE RIGHT TO APPROVE ANY GOVERNANCE DECISIONS OF ACADEMY 1740, INC.
Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing bodyTHERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyTHE 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING (CPA) FIRM AND REVIEWED BY THE CFO, OR ITS DESIGNEE. ANY QUESTIONS ARE ADDRESSED AND CORRECTIONS MADE, IF NECESSARY. A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE IRS.
Form 990, Part VI, Line 12c Conflict of interest policyTHE 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 AND OFFICERS. THE ABOVE MENTIONED INDIVIDUALS ARE REQUIRED TO COMPLETE ND SIGN THE ACKNOWLEDGEMENT STATEMENT AND THE ANNUAL DISCLOSURE INFORMATION FORM.
Form 990, Part VI, Line 19 Required documents available to the publicTHE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART V, LINE 3BACADEMY 1740, INC. FILED A CONSOLIDATING 990-T WITH ITS TAX EXEMPT PARENT ORGANIZATION, AMERICAN ACADEMY OF FAMILY PHYSICIANS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxt
AMERICAN ACADEMY OF FAMILY PHYSICIANS
11400 TOMAHAWK CREEK PARKWAYLEAWOODKS66211440536051ASSOCIATIONIL501(c)(6)NAfalse
AMERICAN ACADEMY OF FAMILY PHYS FDN
11400 TOMAHAWK CREEK PARKWAYLEAWOODKS66211446013671GRANTSKS501(c)(3)AAFPYes (true)7
AAFP POLITICAL ACTION COMMITTEE
1133 CONNECTICUT NW STE 1100WASHINGTONDC20036562512251PACIL527AAFPYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1AAFP POOLED INVESTMENT FUND 43BusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line111400 TOMAHAWK CREEK PARKWAYAddressLine1Txt
CityLEAWOODCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesASSET MGMTPrimaryActivitiesTxt
Legal Domicile StateMOLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1AAFPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Predominant Income TypeExcludedPredominantIncomeTypeTxt
Share Of Total Income$1,526,524ShareOfTotalIncomeAmt
Share Of EOY Assets$12,495,292ShareOfEOYAssetsAmt
Disproportionate AllocationsfalseDisproportionateAllocationsInd
General Or Managing PartnerfalseGeneralOrManagingPartnerInd
Ownership0.19270OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1AAFP INSURANCE SERVICESBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line111400 TOMAHAWK CREEK PARKWAYAddressLine1Txt
CityLEAWOODCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd
FieldValueIRS element (for citing)
EIN431226253EIN
Primary ActivitiesINSURANCE ADMPrimaryActivitiesTxt
Legal Domicile StateKSLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeC CorporationEntityTypeTxt
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (true)LoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

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