AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION (EIN 44-6013671)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-10
- IRS object ID
- 202522839349301752
- 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
- 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 | 2025-10-10T13:18:52+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1248 O Street Ste 1040 | AddressLine1Txt |
| City | Lincoln | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 685081461 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 9139066000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 TOMAHAWK CREEK PKWY 440 | AddressLine1Txt |
| City | LEAWOOD | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Heather Palmer | PersonNm |
| Person Title | Executive Director/Secretary | PersonTitleTxt |
| Phone | 9139066000 | PhoneNum |
| Signature | 2025-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kristin Tynon | PreparerPersonNm |
| PTIN | P01063388 | PTIN |
| Phone | 4024737600 | PhoneNum |
| Preparation | 2025-10-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEATHER PALMER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 TOMAHAWK CREEK PKWY 440 | AddressLine1Txt |
| City | LEAWOOD | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,387,752 | 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 | 1957 | FormationYr |
| Legal Domicile State | KS | LegalDomicileStateCd |
| Activity Or Mission | THE AAFP FOUNDATION ADVANCES THE VALUES OF FAMILY MEDICINE BY PROMOTING HUMANITARIAN, EDUCATIONAL AND SCIENTIFIC INITIATIVES THAT IMPROVE THE HEALTH OF ALL PEOPLE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 137 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,533,266 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,890,118 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,098,044 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,366,931 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$1,509 | PYOtherRevenueAmt |
| CY Other Revenue | -$1,714 | CYOtherRevenueAmt |
| PY Total Revenue | $4,629,801 | PYTotalRevenueAmt |
| CY Total Revenue | $5,255,335 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,551,877 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,640,012 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $26,875 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,050 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,005,055 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,582,382 | PYOtherExpensesAmt |
| CY Other Expenses | $2,566,942 | CYOtherExpensesAmt |
| PY Total Expenses | $4,161,134 | PYTotalExpensesAmt |
| CY Total Expenses | $4,229,004 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $468,667 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,026,331 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,049,790 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,348,000 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,123,815 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,215,477 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,925,975 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,132,523 | 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 | $1,534,218 | ExpenseAmt |
| Grant | $1,176,112 | GrantAmt |
| Desc | AWARDS AND GRANTS SUPPORT AND RECOGNIZE INDIVIDUALS, GROUPS, ORGANIZATIONS AND RESIDENCY PROGRAMS WHO ARE MAKING AN IMPACT IN FAMILY MEDICINE AND IMPROVING THE HEALTH OF ALL PEOPLE THROUGH HUMANITARIAN, EDUCATIONAL AND SCIENTIFIC PROJECTS. THESE PROJECTS ENHANCE HEALTHCARE QUALITY, STIMULATE FAMILY MEDICINE RESEARCH, SUPPORT EDUCATIONAL SEMINARS, AND PROMOTE INTEREST IN THE SPECIALTY OF FAMILY MEDICINE. DURING 2024, AWARDS AND GRANTS IMPACTED 40 STATE AFP CHAPTERS, 139 ORGANIZATIONS, NEARLY 1,500 RESIDENTS AND MEDICAL STUDENTS, 235 HEALTH PROFESSIONALS, AND AN AVERAGE OF 40 STATE AFP CHAPTER EXECUTIVES. WWW.AAFPFOUNDATION.ORG | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $432,287 | ExpenseAmt |
| Grant | $189,500 | GrantAmt |
| Desc | FAMILY MEDICINE CARES WAS CREATED TO ADDRESS THE HEALTH CARE NEEDS OF UNDERSERVED POPULATIONS, BOTH DOMESTICALLY AND INTERNATIONALLY. FAMILY MEDICINE CARES USA (FMC USA) AND FAMILY MEDICINE CARES INTERNATIONAL (FMCI) PROVIDE PATIENT CARE, DELIVER MEDICAL EDUCATION AND TRAINING IN FAMILY MEDICINE, SUPPORT THE OPENING OF FREE CLINICS, AND WORK TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF MEN, WOMEN, AND CHILDREN IN NEED. FMC PROGRAMS BOTH OFFER OPPORTUNITIES FOR PHYSICIANS, RESIDENTS, AND MEDICAL STUDENTS TO VOLUNTEER OR PARTICIPATE IN HUMANITARIAN PROJECTS. SINCE 2011, FMC USA HAS GRANTED IN EXCESS OF $2.1 MILLION TO FREE HEALTH CLINICS IN 38 STATES AND ONE US TERRITORY. IN 2024, 10 CLINICS RECEIVED FUNDING. THE GRANTS PROVIDE GRANTS TO NEW FREE HEALTH CLINICS AND EXISTING FREE HEALTH CLINICS FOR DURABLE MEDICAL INSTRUMENTS AND EQUIPMENT FOR THE DIAGNOSIS AND TREATMENT OF PRIMARY CARE PATIENTS. GRANTS ARE TARGETED TO COMMUNITIES WITH HIGH NEED AND SOCIOECONOMIC INDICATORS KNOWN TO CONTRIBUTE TO HEALTH DISPARITY. IN 2024, THE FMCI DELEGATION TRAVELED TO THE DOMINICAN REPUBLIC TO HELP INCREASE HEALTH CARE ACCESS FOR LOCAL DOMINICANS AND THE HAITIAN POPULATION THAT HAS SETTLED THERE THROUGH SUPPORT FROM PHYSICIANS AND OTHER HEALTH CARE PROVIDERS. DURING THIS TRIP, APPROXIMATELY 175 RESIDENTS AND STUDENTS ATTENDED MEDICAL EDUCATION WORKSHOPS, NEARLY 300 PATIENTS WERE SEEN IN OUTREACH CLINICS, AND MEDICAL EQUIPMENT AND MEDICATIONS WERE PURCHASED FOR NPH HOMES THAT HOUSE APPROXIMATELY 130 CHILDREN. IN 2024 THE FMC USA RESIDENT SERVICE AWARD PROGRAM SUPPORTED TWO PROJECTS: 1) ADDRESSING STI AND CANCER SCREENINGS IN LGBT+ POPULATION IN TULARE COUNTY THROUGH FORMALIZED TRAININGS AND WORKSHOPS PROVIDED TO RESIDENTS IN THE FAMILY MEDICINE PROGRAM, AND 2) TARGETING MODIFIABLE BEHAVIORS AMONG UNINSURED PATIENTS LIVING IN RAPIDES PARISH (CENTRAL LOUISIANA) WITH CHRONIC ILLNESSES. https://www.aafpfoundation.org/our-programs/humanitarian-initiatives.html | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $307,583 | ExpenseAmt |
| Grant | $185,400 | GrantAmt |
| Desc | FAMILY MEDICINE LEADS FOCUSES ON ENSURING THE FUTURE OF THE FAMILY MEDICINE SPECIALTY BY SUPPORTING EFFORTS TO FILL THE WORKFORCE PATHWAY WITH BOTH THE QUANTITY AND QUALITY OF FAMILY PHYSICIANS NEEDED TO IMPROVE THE HEALTH OF ALL PEOPLE, AS WELL AS BY SUPPORTING THE DEVELOPMENT OF FUTURE FAMILY MEDICINE LEADERS. IN 2024, 276 SCHOLARSHIPS WERE PROVIDED FOR FAMILY MEDICINE RESIDENTS AND MEDICAL STUDENTS TO ATTEND NATIONAL CONFERENCE, WITH THE GOAL OF INFLUENCING STUDENTS RESIDENTS' COMMITMENT TO THE SPECIALTY OF FAMILY MEDICINE. FAMILY MEDICINE LEADS EMERGING LEADER INSTITUTE IS A YEAR-LONG LEADERSHIP DEVELOPMENT PROGRAM THAT BRINGS TOGETHER 30 PARTICIPANTS FOLLOWING A COMPETITIVE APPLICATION PROCESS. IT TARGETS FAMILY MEDICINE RESIDENTS AND MEDICAL STUDENTS WHO DISPLAY LEADERSHIP POTENTIAL BUT MAY OR MAY HAVE NOT HAD AN OPPORTUNITY TO SERVE IN A LEADERSHIP ROLE. https://www.aafpfoundation.org/our-programs/education-initiatives.html | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $401,121 | ExpenseAmt |
| Grant | $89,000 | GrantAmt |
| Desc | CENTER FOR HISTORY OF FAMILY MEDICINE: ESTABLISHED IN 1992, THE CENTER FOR THE HISTORY OF FAMILY MEDICINE (CHFM) CURATES AND HOUSES A LIBRARY OF ARCHIVAL REPOSITORY, AUDIOVISUAL MATERIALS AND ARTIFACTS TO SHARE THE HISTORY OF FAMILY MEDICINE WITHIN THE UNITED STATES. THE CHFM SERVES THREE IMPORTANT ROLES IN ONE, AS A HISTORICAL RESEARCH LIBRARY, ARCHIVE, AND MUSEUM. THE CHFM ALSO SERVES AS THE OFFICIAL REPOSITORY FOR THE 8 ORGANIZATIONS WHICH COMPRISE THE "FAMILY" OF FAMILY MEDICINE. ACTING AS THE SCRIBE FOR THE SPECIALTY, THE CENTER FOR THE HISTORY OF FAMILY MEDICINE (CHFM) IS DEDICATED TO SERVING AS THE COLLECTIVE MEMORY AS WELL AS INFORMING THE FUTURE. IN 2024, THE CENTER: 1) HELD THE FOURTH ANNUAL CHFM STUDENT AND RESIDENT ESSAY CONTEST TO ENCOURAGE FUTURE PHYSICIANS TO ENGAGE WITH THE SPECIALTY'S HISTORY TO DIRECT THE FUTURE, AWARDING GRANTS TO TWO PROJECTS: "MEDICALIZING MARGINALIZATION: THE ROLE OF THE FAMILY PHYSICIANS IN TREATING THE SOCIAL DETERMINANTS OF HEALTH "THE COMPENDIUM OF HARDKNOCKS: A WINDOW INTO THE HISTORY OF FAMILY MEDICINE 2) AWARDED THE FELLOWSHIP AWARD FOR A RESEARCH PROJECT, "LESSONS IN FAMILY MEDICINE FROM THE ANCIENT GREEKS 3) AWARDED A GRANT FOR THE CREATION OF ORAL HISTORY INTERVIEWS FOCUSED ON FAMILY MEDICINE TO A PROJECT TITLED "HEALING BEYOND CRISIS: THE LASTING LEGACY OF A PANDEMIC ON THE HEALTH COMMUNITY IN AN UNDERSERVED POPULATION", AND 4) THE NUMBER OF TOURS, REFERENCE REQUESTS, AND OTHER ENGAGEMENTS REACHED 753. https://www.aafpfoundation.org/our-programs/center-history-family-medicine.html FAMILY MEDICINE DISCOVERS: THE AAFP FOUNDATION'S SCIENTIFIC PROGRAM, IN PARTNERSHIP WITH AAFP NATIONAL RESEARCH NETWORK AND DARTNET, FOCUSES ON BUILDING A ROBUST FAMILY MEDICINE RESEARCH INFRASTRUCTURE BY CULTIVATING SCHOLARSHIP AND ENGAGEMENT AMONG COMMUNITY FAMILY PHYSICIANS. FAMILY MEDICINE DISCOVERS RAPID CYCLE SCIENTIFIC DISCOVERY AND INNOVATION (FMD RAPSDI) PROGRAM SEEKS PRACTICING FAMILY PHYSICIANS WITH LITTLE OR NO RESEARCH EXPERIENCE TO GENERATE NEW EVIDENCE AND INNOVATIVE MODELS FOR "WHAT WORKS" IN REAL-WORLD PRIMARY CARE SETTINGS. IN 2024, TWO SCHOLARS OF THE FMD RAPSDI PROGRAM STARTED THEIR RESPECTIVE PROJECTS: 1) ASSESSING THE IMPACT OF A VIRTUAL SEL-MANAGEMENT EDUCATION COURSE ON SYMPTOMS AND QUALITY OF LIFE FOR ADULTS LIVING WITH LONG COVID, AND 2) EXPLORING THE FEASIBILITY OF USING WEARABLE FITNESS TRACKERS AND AI-DELIVERED TEXT MESSAGING TO PROVIDE SELF-MANAGEMENT EDUCATION AND SUPPORT FOR ADULTS LIVING WITH TYPE 2 DIABETES. https://www.aafpfoundation.org/our-programs/scientific-initiatives.html | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $401,121 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $89,000 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $2,675,209 | 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 |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| 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 |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| 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 | 284 | 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 |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | 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 |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| 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 |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| 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 | AK | 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 | NV | 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 | VT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRENDA GASTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9139066000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 TOMAHAWK CREEK PARKWAY | AddressLine1Txt |
| City | LEAWOOD | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 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 |
|---|---|---|---|---|---|---|---|---|
| ANDREA GAVIN MD | ||||||||
| BOARD MEMBER\TREASURER | 2.0 | 1.0 | Yes (X) | Yes (X) | $2,175 | $900 | $0 | |
| JAY-SHEREE AKAMBASE MD | ||||||||
| BOARD MEMBER\PRESIDENT ELECT | 8.0 | 1.0 | Yes (X) | Yes (X) | $4,500 | $900 | $0 | |
| RENEE MARKOVICH MD | ||||||||
| BOARD MEMBER\VICE PRESIDENT | 8.0 | 1.0 | Yes (X) | Yes (X) | $1,800 | $900 | $0 | |
| TOMAS P OWENS MD | ||||||||
| BOARD MEMBER\PRESIDENT | 8.0 | 1.0 | Yes (X) | Yes (X) | $5,175 | $900 | $0 | |
| ANDREA AUGUSTINE MS-3 | ||||||||
| BOARD MEMBER\STUDENT 2025 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ANGELA BRICCO BS | ||||||||
| BOARD MEMBER/CORPORATE 2024 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ASHESH GANDHI | ||||||||
| BOARD MEMBER\CORPORATE 2025 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER WATSON | ||||||||
| BOARD MEMBER\PHYSICIAN 2025 | 1.0 | 0.0 | Yes (X) | $1,350 | $0 | $0 | ||
| EDDIE RICHARDSON MD | ||||||||
| BOARD MEMBER\PHYSICIAN 2026 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GAIL GUERRERO-TUCKER MD | ||||||||
| BOARD MEMBER-RESIGNED OCT 2024 | 1.0 | 15.0 | Yes (X) | $0 | $6,680 | $0 | ||
| JAKE SANGSTER MHA | ||||||||
| BOARD MEMBER\PUBLIC 2024 | 1.0 | 0.0 | Yes (X) | $750 | $0 | $0 | ||
| JUSTIN BARTOS MD | ||||||||
| BOARD MEMBER\PHYSICIAN 2025 | 1.0 | 0.0 | Yes (X) | $2,100 | $0 | $0 | ||
| KEITH CALLAHAN MD | ||||||||
| BOARD MEMBER\PHYSICIAN 2026 | 1.0 | 0.0 | Yes (X) | $1,350 | $0 | $0 | ||
| KELLY DOUGHERTY MD | ||||||||
| BOARD MEMBER\RESIDENT 2024 | 1.0 | 0.0 | Yes (X) | $1,350 | $600 | $0 | ||
| KRISTINA LAGUERRE MD | ||||||||
| BOARD MEMBER\PHYSICIAN 2024 | 1.0 | 0.0 | Yes (X) | $750 | $0 | $0 | ||
| MARCI NIELSEN PHD | ||||||||
| BOARD MEMBER\PUBLIC 2026 | 1.0 | 0.0 | Yes (X) | $750 | $0 | $0 | ||
| MOAZZUM BAJWA MD | ||||||||
| BOARD MEMBER/PHYSICIAN 2024 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| NADA MLINAREVICH MPH | ||||||||
| BOARD MEMBER\CORPORATE 2026 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK FALVEY PHD | ||||||||
| BOARD MEMBER\PUBLIC 2025 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| R SHAWN MARTIN | ||||||||
| BOARD MEMBER\EX-OFFICIO | 1.0 | 39.0 | Yes (X) | $0 | $822,128 | $81,795 | ||
| SARAH SAMS MD | ||||||||
| BOARD MEMBER\ACADEMY 2025 | 1.0 | 15.0 | Yes (X) | $0 | $22,942 | $0 | ||
| TAMEKA LAWRENCE MS-4 | ||||||||
| BOARD MEMBER-RESIGNED AUG 2024 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| TERESA LOVINS MD | ||||||||
| BOARD MEMBER\ACADEMY 2025 | 1.0 | 15.0 | Yes (X) | $0 | $5,000 | $0 | ||
| HEATHER E PALMER MBA | ||||||||
| EXECUTIVE DIRECTOR | 32.0 | 8.0 | Yes (X) | $0 | $278,070 | $90,677 | ||
| BRENDA GASTON | ||||||||
| ASSISTANT CONTROLLER | 10.0 | 30.0 | $0 | $128,968 | $81,486 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $22,050 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,267,988 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $253,958 | 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 (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AMERICAN ACADEMY OF FAMILY PHYSICIANS | |||||
| 11400 TOMAHAWK CREEK PARKWAY | LEAWOOD | KS | 66211 | ADMIN AND MANAGEMENT | $1,997,688 |
| DARTNET INSTITUTE | |||||
| 12635 MONTVIEW BLVD | AURORA | CO | 80045 | PROJECT MANAGEMENT | $129,827 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $75,103 | FundraisingAmt |
| Related Organizations | $203,687 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $2,611,328 | AllOtherContributionsAmt |
| Total Contributions | $2,890,118 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,059,718 | TotalRevenueColumnAmt |
| Exclusion | $2,059,718 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,362,965 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,055,752 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $307,213 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $307,213 | TotalRevenueColumnAmt |
| Exclusion | $307,213 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $74,276 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $75,103 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $76,665 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,389 | TotalRevenueColumnAmt |
| Exclusion | -$2,389 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Revenue | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $675 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $675 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $675 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,255,335 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $675 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,364,542 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,428,112 | TotalAmt |
| Program Services | $1,428,112 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,900 | TotalAmt |
| Program Services | $211,900 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,050 | TotalAmt |
| Program Services | $4,300 | ProgramServicesAmt |
| Management And General | $14,950 | ManagementAndGeneralAmt |
| Fundraising | $2,800 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,482 | TotalAmt |
| Fundraising | $5,482 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,793 | TotalAmt |
| Management And General | $35,793 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,957 | TotalAmt |
| Program Services | $16,049 | ProgramServicesAmt |
| Management And General | $28,908 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,898,054 | TotalAmt |
| Program Services | $873,017 | ProgramServicesAmt |
| Management And General | $374,218 | ManagementAndGeneralAmt |
| Fundraising | $650,819 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,501 | TotalAmt |
| Program Services | $4,947 | ProgramServicesAmt |
| Management And General | $6,326 | ManagementAndGeneralAmt |
| Fundraising | $29,228 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,066 | TotalAmt |
| Program Services | $280 | ProgramServicesAmt |
| Management And General | $463 | ManagementAndGeneralAmt |
| Fundraising | $323 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,137 | TotalAmt |
| Program Services | $5,619 | ProgramServicesAmt |
| Management And General | $3,625 | ManagementAndGeneralAmt |
| Fundraising | $60,893 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,042 | TotalAmt |
| Program Services | $34,818 | ProgramServicesAmt |
| Management And General | $53,114 | ManagementAndGeneralAmt |
| Fundraising | $21,110 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,218 | TotalAmt |
| Program Services | $39,040 | ProgramServicesAmt |
| Management And General | $11,701 | ManagementAndGeneralAmt |
| Fundraising | $124,477 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,473 | TotalAmt |
| Program Services | $39,473 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,732 | TotalAmt |
| Program Services | $4,145 | ProgramServicesAmt |
| Management And General | $6,587 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DESIGN AND PRINTING | $66,913 | $4,633 | $3,106 | $59,174 |
| OTHER PROGRAM EXPENSE | $27,196 | $6,282 | $9,298 | $11,616 |
| MAILING SERVICES AND POSTAGE | $25,817 | $2,594 | $641 | $22,582 |
| BANK CHARGES | $16,561 | $10 | $16,551 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,229,004 | TotalAmt |
| Program Services | $2,675,209 | ProgramServicesAmt |
| Management And General | $548,740 | ManagementAndGeneralAmt |
| Fundraising | $1,005,055 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,266,210 | BOYAmt |
| EOY | $2,543,300 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,263 | BOYAmt |
| EOY | $232,642 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,099 | BOYAmt |
| EOY | $99,874 | 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 |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,685 | BOYAmt |
| EOY | $174,734 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $459,435 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $430,072 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,836 | BOYAmt |
| EOY | $29,363 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,784,765 | BOYAmt |
| EOY | $22,715,729 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,403,932 | BOYAmt |
| EOY | $2,552,358 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
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 | $26,049,790 | BOYAmt |
| EOY | $28,348,000 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $873,620 | BOYAmt |
| EOY | $962,970 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,701 | BOYAmt |
| EOY | $95,021 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,700 | BOYAmt |
| EOY | $11,415 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,794 | BOYAmt |
| EOY | $146,071 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,123,815 | BOYAmt |
| EOY | $1,215,477 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,428,579 | BOYAmt |
| EOY | $20,018,197 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,497,396 | BOYAmt |
| EOY | $7,114,326 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,925,975 | BOYAmt |
| EOY | $27,132,523 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,049,790 | BOYAmt |
| EOY | $28,348,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,026,331 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,165,517 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $14,700 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,239,743 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,804,603 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,629,470 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,533,266 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,890,118 | CurrentTaxYearAmt |
| Total | $16,097,200 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,239,743 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,804,603 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,629,470 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,533,266 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,890,118 | CurrentTaxYearAmt |
| Total | $16,097,200 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,831,558 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,265,642 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,731,784 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,460,619 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,008,752 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,095,797 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,059,718 | CurrentTaxYearAmt |
| Total | $10,356,670 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $837 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $675 | CurrentTaxYearAmt |
| Total | $1,512 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $26,455,382 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.46364 | PublicSupportCY170Pct |
| Public Support PY170 | 0.46125 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Public Support PY509 | 0.0 | PublicSupportPY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
| Investment Income PY | 0.0 | InvestmentIncomePYPct |
| Private Foundation509 | Yes (X) | PrivateFoundation509Ind |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Adj Net Income Distributable | $0 | CYAdjNetIncomeDistributableAmt |
| CY Pct85 Adjusted Net Income | $0 | CYPct85AdjustedNetIncomeAmt |
| CY Total Min Ast Distributable | $0 | CYTotalMinAstDistributableAmt |
| CY Greater Adjusted Minimum | $0 | CYGreaterAdjustedMinimumAmt |
| CY Income Tax Imposed PY | $0 | CYIncomeTaxImposedPYAmt |
| CY Distributable As Adjusted | $0 | CYDistributableAsAdjustedAmt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - OTHER INCOME, COLUMN A - , COLUMN B - , COLUMN C - 837.0, COLUMN D - , COLUMN E - 675.0, COLUMN F - 1512.0; | ExplanationTxt |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,008,478 | BeginningYearBalanceAmt |
| Contributions | $285,918 | ContributionsAmt |
| Investment Earnings Or Losses | $1,665,959 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $45,150 | GrantsOrScholarshipsAmt |
| Other Expenditures | $620,716 | OtherExpendituresAmt |
| Administrative Expenses | $33,441 | AdministrativeExpensesAmt |
| End Year Balance | $18,261,048 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,403,635 | BeginningYearBalanceAmt |
| Contributions | $250,887 | ContributionsAmt |
| Investment Earnings Or Losses | $2,132,893 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $81,867 | GrantsOrScholarshipsAmt |
| Other Expenditures | $667,104 | OtherExpendituresAmt |
| Administrative Expenses | $29,966 | AdministrativeExpensesAmt |
| End Year Balance | $17,008,478 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,766,398 | BeginningYearBalanceAmt |
| Contributions | $230,819 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,859,828 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $69,750 | GrantsOrScholarshipsAmt |
| Other Expenditures | $633,011 | OtherExpendituresAmt |
| Administrative Expenses | $30,993 | AdministrativeExpensesAmt |
| End Year Balance | $15,403,635 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,383,655 | BeginningYearBalanceAmt |
| Contributions | $158,450 | ContributionsAmt |
| Investment Earnings Or Losses | $2,870,267 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $34,650 | GrantsOrScholarshipsAmt |
| Other Expenditures | $579,302 | OtherExpendituresAmt |
| Administrative Expenses | $32,022 | AdministrativeExpensesAmt |
| End Year Balance | $17,766,398 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,569,686 | BeginningYearBalanceAmt |
| Contributions | $320,964 | ContributionsAmt |
| Investment Earnings Or Losses | $1,082,670 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $84,379 | GrantsOrScholarshipsAmt |
| Other Expenditures | $479,186 | OtherExpendituresAmt |
| Administrative Expenses | $26,100 | AdministrativeExpensesAmt |
| End Year Balance | $15,383,655 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.6754 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.1231 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.2015 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $459,435 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $430,072 | DepreciationAmt |
| Book Value | $29,363 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $29,363 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Closely-held equity interests | ||
| Financial derivatives | ||
| Investments - other securities. | ||
| Investment in Affiliate | ||
| Alternative Investments | ||
| INVESTMENT IN AFFILIATE | $1,718,529 | C |
| ALTERNATIVE INVESTMENTS | $833,829 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,552,358 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| Other liabilities | |
| LIABILITY TO LIFE BENEFICIARY | |
| LIABILITY TO LIFE BENEFICIARY | $146,071 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $146,071 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $8,752,608 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,165,517 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,801,713 | OtherRevenueAmt |
| Revenue Not Reported | $4,967,230 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,785,378 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $44,957 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,425,000 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,469,957 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,255,335 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,546,060 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,362,013 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,362,013 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,184,047 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $44,957 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $44,957 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,229,004 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | - MEDICAL RESEARCH BENEFITING FAMILY MEDICINE THROUGH THE ROBERT GRAHAM CENTER. - SUPPORT OF FAMILY MEDICINE MEDICAL RESIDENTS AND STUDENTS THROUGH SCHOLARSHIPS, GRANT FUNDING AND OTHER OPPORTUNITIES. - GRANTS TO SUPPORT RESEARCH THAT IMPACTS FAMILY PHYSICIAN PATIENT CARE. - SUPPORT OF THE CENTER FOR THE HISTORY OF FAMILY MEDICINE. - SUPPORT FOR PHILANTHROPIC WORK BENEFITING THE HEALTH OF PEOPLE AND COMMUNITIES IN THE U.S. AND/OR INTERNATIONALLY. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | RELATED ORGANIZATION REVENUE - 3801713 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | DIVIDEND RECEIVED FROM RELATED ORGANIZATION - 1425000 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | RELATED ORGANIZATION EXPENSE - 2362013 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MINI AUCTION | Event1Nm |
| Gross Receipts Event1 | $149,379 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $75,103 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $74,276 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $74,276 | NonCashPrizesEvent1Amt |
| Other Direct Expenses Event1 | $2,389 | OtherDirectExpensesEvent1Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $149,379 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $75,103 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $74,276 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $74,276 | NonCashPrizesTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,389 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $76,665 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$2,389 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (24 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | 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) | $931,112 | VAR PROGRAM SUPPORT |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | |||||||
| 10350 E DAKOTA AVE | DENVER | CO | 80247 | 840591617 | 501(C)3 | $40,000 | FAM MED DISCOVERS |
| REGENTS OF THE UNIVERSITY OF COLORADO | |||||||
| 12631 E 17TH AVE F496 | AURORA | CO | 80045 | 846000555 | 501(C)3 | $40,000 | FAM MED DISCOVERS |
| CWRU HORIZONS COMMUNITY CLINIC | |||||||
| 11401 EUCLID AVENUE APT 309 | CLEVELAND | OH | 44106 | 341018992 | 501(C)3 | $25,000 | FAMILY MEDICINE CARE |
| PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE (PCOM) | |||||||
| 4170 CITY AVE | PHILADELPHIA | PA | 19131 | 231355135 | 501(C)3 | $25,000 | FAMILY MEDICINE CARE |
| HILLTOP FREE CLINIC | |||||||
| 3275 SULLIVANT AVE | COLUMBUS | OH | 43204 | 472398195 | 501(C)3 | $24,189 | FAMILY MEDICINE CARE |
| THE UNIVERSITY OF SCRANTON | |||||||
| 800 LINDEN STREET | SCRANTON | PA | 18510 | 240795495 | 501(C)3 | $20,000 | FAMILY MEDICINE CARE |
| LESTONNAC FREE CLINIC 9323346 | |||||||
| 1215 E CHAPMAN AVE | ORANGE | CA | 92866 | 953499011 | 501(C)3 | $10,000 | FAMILY MEDICINE CARE |
| THE LUKE CLINIC | |||||||
| 9615 MAIN ST STE B | WHITMORE LAKE | MI | 48189 | 812779813 | 501(C)3 | $10,000 | FAMILY MEDICINE CARE |
| SOUTH TEXAS MISSION OF MERCY | |||||||
| 1660 S STAPLES STREET STE 100 | CORPUS CHRISTI | TX | 78404 | 931558508 | 501(C)3 | $10,000 | FAMILY MEDICINE CARE |
| THE OHIO UNIVERSITY FOUNDATION | |||||||
| PO BOX 869 | ATHENS | OH | 45701 | 316402269 | 501(C)3 | $9,999 | FAMILY MEDICINE CARE |
| HARTVILLE MIGRANT COUNCIL | |||||||
| PO BOX 682 | HARTVILLE | OH | 44632 | 340899100 | 501(C)3 | $9,895 | FAMILY MEDICINE CARE |
| FAMILY HEALTH FOUNDATION OF ILLINOIS 9118965 | |||||||
| 747 E BOUGHTON ROAD STE 253 | BOUGHTON | IL | 60440 | 363453953 | 501(C)6 | $9,250 | FMCA GRANTS,EXTERNSH |
| FAMILY HEALTH FOUNDATION OF MISSOURI 8516341 | |||||||
| 722 WEST HIGH STREET | JEFFERSON CITY | MO | 65101 | 431480324 | 501(C)3 | $9,600 | FMCA GRANTS,EXTERNSH |
| WISCONSIN AFP FOUNDATION 9016486 | |||||||
| 210 GREEN BAY ROAD | THIENSVILLE | WI | 53092 | 930831288 | 501(C)3 | $8,000 | FMCA GRANTS |
| TEXAS ACADEMY OF FAMILY PHYSICIANS | |||||||
| 12012 TECHNOLOGY BLVD STE 200 | AUSTIN | TX | 78727 | 741109411 | 501(C)6 | $8,000 | FMCA GRANTS |
| OHIO AFP FOUNDATION | |||||||
| 4075 N HIGH ST | COLUMBUS | OH | 43214 | 311191776 | 501(C)3 | $7,250 | FMCA GRANTS,EXTERNSH |
| OHIO ACADEMY OF FAMILY PHYSICIANS | |||||||
| 4075 N HIGH ST | COLUMBUS | OH | 43214 | 314398155 | 501(C)6 | $6,250 | FMCA GRANTS |
| HARRISBURG FAMILY HEALTH CARE INC | |||||||
| 631 CHAFEE AVENUE STE 101 | AUGUSTA | GA | 30904 | 264366421 | 501(C)3 | $5,917 | FAMILY MEDICINE CARE |
| INTERNATIONAL MEDICAL CORPS 8512690 | |||||||
| 12400 WILSHIRE BLVD STE 1500 | LOS ANGELES | CA | 90025 | 953949646 | 501(C)3 | $58,600 | FAMILY MEDICINE CARE |
| HEART TO HEART INTERNATIONAL 8551525 | |||||||
| 11550 RENNER BLVD | LENEXA | KS | 66219 | 481108359 | 501(C)3 | $58,800 | FAMILY MEDICINE CARE |
| KAWEAH HEALTH FOUNDATION | |||||||
| 400 W MINERAL KING AVE | VISALIA | CA | 93291 | 942675456 | 501(C)3 | $16,500 | FAMILY MEDICINE CARE |
| LSU HEALTH SCIENCES CENTER SHREVEPORT 9002626 | |||||||
| DEPT OF FAMILY MEDICINE | SHREVEPORT | LA | 71103 | 720702002 | GOVT/EDUC INST | $16,500 | FAMILY MEDICINE CARE |
| NPH USA | |||||||
| 20 North Wacker Drive Suite 4000 | CHICAGO | IL | 60606 | 651229309 | 501(C)3 | $6,500 | FAMILY MEDICINE CARE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 19 | Total501c3OrgCnt |
| Total Other Org | 5 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Leading Physician Wellbeing Awards | 7 | $4,000 |
| Global Health Summit Scholarships | 7 | $3,500 |
| CHFM Scholarship | 2 | $6,000 |
| CHFM Fellowship | 1 | $3,000 |
| DPC Summit Scholarship | 10 | $6,000 |
| Family Medicine Leads Scholarships | 275 | $185,400 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | 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 Program Administration Manager 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 April 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. Family Medicine Chapter Alliance (FMCA) Grant Awards - provide grants to AAFP Constituent Chapters and Chapter Foundations. Applications are received and reviewed by the FMCA Review Committee which is made up of the FMCA Steering Committee. Each application is reviewed and scored by four Reviewers, with at least one physician Reviewer. Once final approval is received from the FMCA, it must be approved by the Foundation's Board of Trustees. Grant awards are announced in late May early June. The grant cycle runs from June to July of the year following the announcement. An FMCA Grant Award Agreement is created and signed by all parties. A final report summarizing program implementation and final budget is due the following August. 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. FMCA Chapter Engagement Grant Awards -- This project is to help address the downward trend in FMCA revenue, build FMCA brand identity, and to increase member engagement and program awareness on the chapter level. Started in 2020, FMCA provides each AAFP Constituent Chapter or Chapter Foundation with the opportunity for $750 to showcase a program or initiative that promotes engagement in one of the three FMCA core areas of focus: Students & Residents, Member Outreach or Public Health. When the projects are complete, each Constituent Chapter or Chapter Foundation will be responsible for reporting how the grant was utilized. Family Medicine Cares USA - Launched in 2011, this humanitarian program is helping to establish new and existing free clinics to care for the uninsured in areas of need across the U.S. Grants are provided to new clinics for the purchase of tangible items-such as exam tables, EHR systems and medical equipment-needed to open their doors. Family Medicine Cares also gives AAFP members, residents and students the opportunity to volunteer their time and talents. Grant awards are for as much as $25,000. Grants are applied for annually (July). The proposals are reviewed and grants awarded by the Family Medicine Cares USA Work Group. The selections are then sent to the Board of Trustees for final approval. Funds are distributed on a 80%-20% basis. The initial 80% is distributed upon receipt of the free clinic's letter of acceptance, a signed applicant agreement and the Substitute W-9 form. The final 20% distribution is allocated upon receipt of the grant fund reconciliation form documenting the use of the Family Medicine Cares grant funds and receipts for expenditures. Family Medicine Cares Resident Service Award - Launched in 2013, this $16,500 competitive award provides an opportunity for first-or second-year Family Medicine residents to address health disparities by conducting a project in a free clinic or similar venue to enhance the services already offered. The proposals are reviewed and the slate of up to two recipients is recommended by the members of the Family Medicine Cares Work Group. The recommendation is then sent to the Board of Trustees for final approval. The $16,500 award consists of multiple elements: $10,000 to the resident to cover program costs; $5,000 to the free clinic (or other health care facility) where the service award is implemented; $1,000 travel award for the resident to attend the National Conference of Family medicine Residents and Medical Students to present the results of the project; and a $500 stipend to the residency program to celebrate and recognize the resident award recipient. Following announcement of the award the residency program and health clinic are sent the Award Payment & 990 Information form for completion. The funds are distributed in installments beginning after receipt of this information and as reporting requirements are met. Family Medicine Discovers Scholarships/Grants - Family Medicine Discovers officially debuted in January 2019, with the launch of Family Medicine Discovers Rapid Cycle Scientific Discovery and Innovation (FMD RapSDI). FMD RapSDI is a collaboration between the AAFP Foundation and Dartnet Institute that seeks to build research capacity for scientific discovery and innovation in family medicine by funding practicing family physicians to generate new evidence and innovative models for "what works" in real-world primary care settings. FMD RapSDI seeks to attract and support practicing family physicians who are inexperienced researchers but interested in contributing to the knowledge base of family medicine. Unlike most research programs, this program does not require prior research experience and is not intended to be a stepping off point for those interested in a research career. The hope is that applicants who are not selected as FMD RapSDI Scholars also benefit from feedback and mentorship that could advance their ideas into fundable projects in the future. FMD RapSDI funding supports short-term innovative and high-impact projects led by practicing family physicians in real-world settings. The infrastructure created November 2018, allows AAFP members to submit ideas and questions that are relevant and responsive to AAFP and Dartnet Institute members' current priorities and interests. Since May 2019, Dartnet, and AAFP Foundation staff have worked in conjunction with a Work Group comprised of representatives from family medicine organizations and AAFP Foundation Trustees to build the FMD RapSDI program. This group has defined and operationalized program objectives, including metrics, processes/procedures, timelines, and marketing strategy. Ultimately, we elected to implement a two-tiered application, in which four applicants ("finalists") would advance from an initial low-burden application ("first round") to a second round. In the second round, finalists complete an in-depth research project application with assistance from a mentorship team comprised of Dartnet Institute leadership and external content or methods experts. | 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 | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| R SHAWN MARTIN | ||||||||||||||
| BOARD MEMBER\EX-OFFICIO | $0 | $706,947 | $0 | $90,000 | $0 | $25,181 | $0 | $77,634 | $0 | $4,161 | $0 | $903,923 | $0 | $21,248 |
| HEATHER E PALMER MBA | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $275,748 | $0 | $0 | $0 | $2,322 | $0 | $54,606 | $0 | $36,071 | $0 | $368,747 | $0 | $0 |
| BRENDA GASTON | ||||||||||||||
| ASSISTANT CONTROLLER | $0 | $128,676 | $0 | $0 | $0 | $292 | $0 | $39,105 | $0 | $42,381 | $0 | $210,454 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation | 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 is appropriate for the positions. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | R SHAWN MARTIN REPORTABLE $21,248 DEFERRED $23,461 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 (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4a-4c Description of program services | (Expenses $ 401,121 including grants of $ 89,000) CENTER FOR HISTORY OF FAMILY MEDICINE: ESTABLISHED IN 1992, THE CENTER FOR THE HISTORY OF FAMILY MEDICINE (CHFM) CURATES AND HOUSES A LIBRARY OF ARCHIVAL REPOSITORY, AUDIOVISUAL MATERIALS AND ARTIFACTS TO SHARE THE HISTORY OF FAMILY MEDICINE WITHIN THE UNITED STATES. THE CHFM SERVES THREE IMPORTANT ROLES IN ONE, AS A HISTORICAL RESEARCH LIBRARY, ARCHIVE, AND MUSEUM. THE CHFM ALSO SERVES AS THE OFFICIAL REPOSITORY FOR THE 8 ORGANIZATIONS WHICH COMPRISE THE "FAMILY" OF FAMILY MEDICINE. ACTING AS THE SCRIBE FOR THE SPECIALTY, THE CENTER FOR THE HISTORY OF FAMILY MEDICINE (CHFM) IS DEDICATED TO SERVING AS THE COLLECTIVE MEMORY AS WELL AS INFORMING THE FUTURE. IN 2024, THE CENTER: 1) HELD THE FOURTH ANNUAL CHFM STUDENT AND RESIDENT ESSAY CONTEST TO ENCOURAGE FUTURE PHYSICIANS TO ENGAGE WITH THE SPECIALTY'S HISTORY TO DIRECT THE FUTURE, AWARDING GRANTS TO TWO PROJECTS: "MEDICALIZING MARGINALIZATION: THE ROLE OF THE FAMILY PHYSICIANS IN TREATING THE SOCIAL DETERMINANTS OF HEALTH "THE COMPENDIUM OF HARDKNOCKS: A WINDOW INTO THE HISTORY OF FAMILY MEDICINE 2) AWARDED THE FELLOWSHIP AWARD FOR A RESEARCH PROJECT, "LESSONS IN FAMILY MEDICINE FROM THE ANCIENT GREEKS 3) AWARDED A GRANT FOR THE CREATION OF ORAL HISTORY INTERVIEWS FOCUSED ON FAMILY MEDICINE TO A PROJECT TITLED "HEALING BEYOND CRISIS: THE LASTING LEGACY OF A PANDEMIC ON THE HEALTH COMMUNITY IN AN UNDERSERVED POPULATION", AND 4) THE NUMBER OF TOURS, REFERENCE REQUESTS, AND OTHER ENGAGEMENTS REACHED 753. https://www.aafpfoundation.org/our-programs/center-history-family-medicine.html FAMILY MEDICINE DISCOVERS: THE AAFP FOUNDATION'S SCIENTIFIC PROGRAM, IN PARTNERSHIP WITH AAFP NATIONAL RESEARCH NETWORK AND DARTNET, FOCUSES ON BUILDING A ROBUST FAMILY MEDICINE RESEARCH INFRASTRUCTURE BY CULTIVATING SCHOLARSHIP AND ENGAGEMENT AMONG COMMUNITY FAMILY PHYSICIANS. FAMILY MEDICINE DISCOVERS RAPID CYCLE SCIENTIFIC DISCOVERY AND INNOVATION (FMD RAPSDI) PROGRAM SEEKS PRACTICING FAMILY PHYSICIANS WITH LITTLE OR NO RESEARCH EXPERIENCE TO GENERATE NEW EVIDENCE AND INNOVATIVE MODELS FOR "WHAT WORKS" IN REAL-WORLD PRIMARY CARE SETTINGS. IN 2024, TWO SCHOLARS OF THE FMD RAPSDI PROGRAM STARTED THEIR RESPECTIVE PROJECTS: 1) ASSESSING THE IMPACT OF A VIRTUAL SEL-MANAGEMENT EDUCATION COURSE ON SYMPTOMS AND QUALITY OF LIFE FOR ADULTS LIVING WITH LONG COVID, AND 2) EXPLORING THE FEASIBILITY OF USING WEARABLE FITNESS TRACKERS AND AI-DELIVERED TEXT MESSAGING TO PROVIDE SELF-MANAGEMENT EDUCATION AND SUPPORT FOR ADULTS LIVING WITH TYPE 2 DIABETES. https://www.aafpfoundation.org/our-programs/scientific-initiatives.html |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | TOMAS OWENS, JAY SHEREE AKAMBASE, RENEE MARKOVICH, ANDREA GAVIN, GAIL GUERRERO-TUCKER, TERESA LOVINS, SARAH SAMS, R. SHAWN MARTIN, KELLY DOUGHERTYHEATHER PALMER, AND BRENDA GASTON - Business relationship |
| Form 990, Part VI, Line 6 Classes of members or stockholders | 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, Line 7a Members or stockholders electing members of governing body | THE PRINCIPAL 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, Line 7b Decisions requiring approval by members or stockholders | THE BYLAWS MAY BE AMENDED BY THE VOTING MEMBERS OF THE FOUNDATION. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING (CPA) FIRM AND REVIEWED BY THE ASSISTANT CONTROLLER. ANY QUESTIONS ARE ADDRESSED AND CORRECTIONS MADE, IF NECESSARY. A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT IS FILED. |
| Form 990, Part VI, Line 12c Conflict of interest policy | 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, OR A PROHIBITED ACTION, THE BOARD MAY DO ONE OR MORE OF THE FOLLOWING: COUNSEL THE INTERESTED PERSON, EXCLUDE THE INTERESTED PERSON FROM FURTHER DISCUSSIONS AND VOTING ON THE MATTER, AND SUCH OTHER ACTIONS NOT INCONSISTENT WITH THE FOUNDATION BYLAWS AND AS DETERMINED BY THE BOARD. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | 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, Line 19 Required documents available to the public | 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 IX, Line 11g Other Fees | CONTRACTED SERVICES - Total Expense: 1573623, Program Service Expense: 747062, Management and General Expenses: 302138, Fundraising Expenses: 524423; OTHER INDIRECT FEES - Total Expense: 324431, Program Service Expense: 125955, Management and General Expenses: 72080, Fundraising Expenses: 126396; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | DIVIDEND FROM SUBSIDIARY - -1425000; EQUITY IN EARNINGS SUBSIDIARY - 1439700; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ACADEMY OF FAMILY PHYSICIANS | |||||||||
| 11400 TOMAHAWK CREEK PARKWAY | LEAWOOD | KS | 66211 | 440536051 | MEDICAL ASSOC | KS | 501(c)(6) | false | |
| ACADEMY 1740 INC | |||||||||
| 11400 TOMAHAWK CREEK PARKWAY | LEAWOOD | KS | 66211 | 431485548 | TITLE HOLDING | KS | 501(c)(2) | Yes (true) | AAFP |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFP POOLED INV FD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 TOMAHAWK CREEK PARKWAY | AddressLine1Txt |
| City | LEAWOOD | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431695097 | EIN |
| Primary Activities | ASSET MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | MO | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | N/A | PredominantIncomeTypeTxt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AAFP INSURANCE SERVICES | ||||||||||||
| 11400 TOMAHAWK CREEK PARKWAY | LEAWOOD | KS | 66211 | 431226253 | INSURANCE ADMIN | KS | AAFP FDN | C Corporation | $3,801,713 | $1,718,529 | 1 | Yes (true) |
| CHARITABLE REMAINDER TRUSTS (2) | ||||||||||||
| CHARITABLE TRUST | KS | NA | Trust | Yes (true) | ||||||||
| 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 |
|---|---|---|
| AAF INSURANCE SERVICES | ||
| F | $1,425,000 | CASH |
| AMERICAN ACADEMY OF FAMILY PHYSICIANS | ||
| C | $203,687 | CASH |
| AMERICAN ACADEMY OF FAMILY PHYSICIANS | ||
| B | $931,112 | CASH |
| AMERICAN ACADEMY OF FAMILY PHYSICIANS | ||
| P | $1,997,688 | CASH |