STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-10T13:18:52+00:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN446013671EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ACADEMY OF FAMILY PHYSICIANS FDNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone9139066000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111400 TOMAHAWK CREEK PKWY 440AddressLine1Txt
CityLEAWOODCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHeather PalmerPersonNm
Person TitleExecutive Director/SecretaryPersonTitleTxt
Phone9139066000PhoneNum
Signature2025-10-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKristin TynonPreparerPersonNm
PTINP01063388PTIN
Phone4024737600PhoneNum
Preparation2025-10-15PreparationDt
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 Line1HEATHER PALMERBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line111400 TOMAHAWK CREEK PKWY 440AddressLine1Txt
CityLEAWOODCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,387,752GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AAFPFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1957FormationYr
Legal Domicile StateKSLegalDomicileStateCd
Activity Or MissionTHE 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 Body21VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers137TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$2,533,266PYContributionsGrantsAmt
CY Contributions Grants$2,890,118CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,098,044PYInvestmentIncomeAmt
CY Investment Income$2,366,931CYInvestmentIncomeAmt
PY Other Revenue-$1,509PYOtherRevenueAmt
CY Other Revenue-$1,714CYOtherRevenueAmt
PY Total Revenue$4,629,801PYTotalRevenueAmt
CY Total Revenue$5,255,335CYTotalRevenueAmt
PY Grants And Similar Paid$1,551,877PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,640,012CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$26,875PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$22,050CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,005,055CYTotalFundraisingExpenseAmt
PY Other Expenses$2,582,382PYOtherExpensesAmt
CY Other Expenses$2,566,942CYOtherExpensesAmt
PY Total Expenses$4,161,134PYTotalExpensesAmt
CY Total Expenses$4,229,004CYTotalExpensesAmt
PY Revenues Less Expenses$468,667PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,026,331CYRevenuesLessExpensesAmt
Total Assets BOY$26,049,790TotalAssetsBOYAmt
Total Assets EOY$28,348,000TotalAssetsEOYAmt
Total Liabilities BOY$1,123,815TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,215,477TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$24,925,975NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$27,132,523NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,534,218ExpenseAmt
Grant$1,176,112GrantAmt
DescAWARDS 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.ORGDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$432,287ExpenseAmt
Grant$189,500GrantAmt
DescFAMILY 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.htmlDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$307,583ExpenseAmt
Grant$185,400GrantAmt
DescFAMILY 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.htmlDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$401,121ExpenseAmt
Grant$89,000GrantAmt
DescCENTER 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.htmlDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$401,121TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$89,000TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$2,675,209TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
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 ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
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 EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document284IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
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 Members21GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
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 CommitteesYes (true)MinutesOfCommitteesInd
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 CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRENDA GASTONBusinessNameLine1Txt
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 (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
ANDREA GAVIN MD
BOARD MEMBER\TREASURER2.01.0Yes (X)Yes (X)$2,175$900$0
JAY-SHEREE AKAMBASE MD
BOARD MEMBER\PRESIDENT ELECT8.01.0Yes (X)Yes (X)$4,500$900$0
RENEE MARKOVICH MD
BOARD MEMBER\VICE PRESIDENT8.01.0Yes (X)Yes (X)$1,800$900$0
TOMAS P OWENS MD
BOARD MEMBER\PRESIDENT8.01.0Yes (X)Yes (X)$5,175$900$0
ANDREA AUGUSTINE MS-3
BOARD MEMBER\STUDENT 20251.00.0Yes (X)$0$0$0
ANGELA BRICCO BS
BOARD MEMBER/CORPORATE 20241.00.0Yes (X)$0$0$0
ASHESH GANDHI
BOARD MEMBER\CORPORATE 20251.00.0Yes (X)$0$0$0
CHRISTOPHER WATSON
BOARD MEMBER\PHYSICIAN 20251.00.0Yes (X)$1,350$0$0
EDDIE RICHARDSON MD
BOARD MEMBER\PHYSICIAN 20261.00.0Yes (X)$0$0$0
GAIL GUERRERO-TUCKER MD
BOARD MEMBER-RESIGNED OCT 20241.015.0Yes (X)$0$6,680$0
JAKE SANGSTER MHA
BOARD MEMBER\PUBLIC 20241.00.0Yes (X)$750$0$0
JUSTIN BARTOS MD
BOARD MEMBER\PHYSICIAN 20251.00.0Yes (X)$2,100$0$0
KEITH CALLAHAN MD
BOARD MEMBER\PHYSICIAN 20261.00.0Yes (X)$1,350$0$0
KELLY DOUGHERTY MD
BOARD MEMBER\RESIDENT 20241.00.0Yes (X)$1,350$600$0
KRISTINA LAGUERRE MD
BOARD MEMBER\PHYSICIAN 20241.00.0Yes (X)$750$0$0
MARCI NIELSEN PHD
BOARD MEMBER\PUBLIC 20261.00.0Yes (X)$750$0$0
MOAZZUM BAJWA MD
BOARD MEMBER/PHYSICIAN 20241.00.0Yes (X)$0$0$0
NADA MLINAREVICH MPH
BOARD MEMBER\CORPORATE 20261.00.0Yes (X)$0$0$0
PATRICK FALVEY PHD
BOARD MEMBER\PUBLIC 20251.00.0Yes (X)$0$0$0
R SHAWN MARTIN
BOARD MEMBER\EX-OFFICIO1.039.0Yes (X)$0$822,128$81,795
SARAH SAMS MD
BOARD MEMBER\ACADEMY 20251.015.0Yes (X)$0$22,942$0
TAMEKA LAWRENCE MS-4
BOARD MEMBER-RESIGNED AUG 20241.00.0Yes (X)$0$0$0
TERESA LOVINS MD
BOARD MEMBER\ACADEMY 20251.015.0Yes (X)$0$5,000$0
HEATHER E PALMER MBA
EXECUTIVE DIRECTOR32.08.0Yes (X)$0$278,070$90,677
BRENDA GASTON
ASSISTANT CONTROLLER10.030.0$0$128,968$81,486Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$22,050TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,267,988TotReportableCompRltdOrgAmt
Total Other Compensation$253,958TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
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
AMERICAN ACADEMY OF FAMILY PHYSICIANS
11400 TOMAHAWK CREEK PARKWAYLEAWOODKS66211ADMIN AND MANAGEMENT$1,997,688
DARTNET INSTITUTE
12635 MONTVIEW BLVDAURORACO80045PROJECT MANAGEMENT$129,827
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Fundraising$75,103FundraisingAmt
Related Organizations$203,687RelatedOrganizationsAmt
Government Grants$0GovernmentGrantsAmt
All Other Contributions$2,611,328AllOtherContributionsAmt
Total Contributions$2,890,118TotalContributionsAmt

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$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,059,718TotalRevenueColumnAmt
Exclusion$2,059,718ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

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

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,362,965SecuritiesAmt
Other$0OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,055,752SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$307,213SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$307,213TotalRevenueColumnAmt
Exclusion$307,213ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$74,276FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$75,103ContriRptFundraisingEventAmt
Fundraising Direct Expenses$76,665FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,389TotalRevenueColumnAmt
Exclusion-$2,389ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMiscellaneous RevenueDesc
Business900099BusinessCd
Total Revenue Column$675TotalRevenueColumnAmt
Related Or Exempt Func Income$675RelatedOrExemptFuncIncomeAmt

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$675OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,255,335TotalRevenueColumnAmt
Related Or Exempt Func Income$675RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,364,542ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,428,112TotalAmt
Program Services$1,428,112ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$211,900TotalAmt
Program Services$211,900ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$22,050TotalAmt
Program Services$4,300ProgramServicesAmt
Management And General$14,950ManagementAndGeneralAmt
Fundraising$2,800FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$5,482TotalAmt
Fundraising$5,482FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$35,793TotalAmt
Management And General$35,793ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$44,957TotalAmt
Program Services$16,049ProgramServicesAmt
Management And General$28,908ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,898,054TotalAmt
Program Services$873,017ProgramServicesAmt
Management And General$374,218ManagementAndGeneralAmt
Fundraising$650,819FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$40,501TotalAmt
Program Services$4,947ProgramServicesAmt
Management And General$6,326ManagementAndGeneralAmt
Fundraising$29,228FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,066TotalAmt
Program Services$280ProgramServicesAmt
Management And General$463ManagementAndGeneralAmt
Fundraising$323FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$70,137TotalAmt
Program Services$5,619ProgramServicesAmt
Management And General$3,625ManagementAndGeneralAmt
Fundraising$60,893FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$109,042TotalAmt
Program Services$34,818ProgramServicesAmt
Management And General$53,114ManagementAndGeneralAmt
Fundraising$21,110FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$175,218TotalAmt
Program Services$39,040ProgramServicesAmt
Management And General$11,701ManagementAndGeneralAmt
Fundraising$124,477FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$39,473TotalAmt
Program Services$39,473ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$10,732TotalAmt
Program Services$4,145ProgramServicesAmt
Management And General$6,587ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
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

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,229,004TotalAmt
Program Services$2,675,209ProgramServicesAmt
Management And General$548,740ManagementAndGeneralAmt
Fundraising$1,005,055FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,266,210BOYAmt
EOY$2,543,300EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

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

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$161,263BOYAmt
EOY$232,642EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$167,099BOYAmt
EOY$99,874EOYAmt

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$197,685BOYAmt
EOY$174,734EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$459,435LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$430,072LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$68,836BOYAmt
EOY$29,363EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$20,784,765BOYAmt
EOY$22,715,729EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,403,932BOYAmt
EOY$2,552,358EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

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

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$26,049,790BOYAmt
EOY$28,348,000EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$873,620BOYAmt
EOY$962,970EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$90,701BOYAmt
EOY$95,021EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$13,700BOYAmt
EOY$11,415EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$145,794BOYAmt
EOY$146,071EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,123,815BOYAmt
EOY$1,215,477EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$18,428,579BOYAmt
EOY$20,018,197EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,497,396BOYAmt
EOY$7,114,326EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$24,925,975BOYAmt
EOY$27,132,523EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$26,049,790BOYAmt
EOY$28,348,000EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,026,331ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,165,517NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$14,700OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,239,743CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,804,603CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,629,470CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,533,266CurrentTaxYearMinus1YearAmt
Current Tax Year$2,890,118CurrentTaxYearAmt
Total$16,097,200TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,239,743CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,804,603CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,629,470CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,533,266CurrentTaxYearMinus1YearAmt
Current Tax Year$2,890,118CurrentTaxYearAmt
Total$16,097,200TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,831,558SubstantialContributorsTotAmt
Public Support Total170$12,265,642PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,731,784CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,460,619CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,008,752CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,095,797CurrentTaxYearMinus1YearAmt
Current Tax Year$2,059,718CurrentTaxYearAmt
Total$10,356,670TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$837CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$675CurrentTaxYearAmt
Total$1,512TotalAmt
FieldValueIRS element (for citing)
Total Support$26,455,382TotalSupportAmt
Gross Receipts Rltd Activities$0GrossReceiptsRltdActivitiesAmt
Public Support CY1700.46364PublicSupportCY170Pct
Public Support PY1700.46125PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$0PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090PublicSupportCY509Pct
Public Support PY5090.0PublicSupportPY509Pct
Investment Income CY0InvestmentIncomeCYPct
Investment Income PY0.0InvestmentIncomePYPct
Private Foundation509Yes (X)PrivateFoundation509Ind

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
CY Adj Net Income Distributable$0CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income$0CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable$0CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum$0CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY$0CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted$0CYDistributableAsAdjustedAmt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - 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

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,008,478BeginningYearBalanceAmt
Contributions$285,918ContributionsAmt
Investment Earnings Or Losses$1,665,959InvestmentEarningsOrLossesAmt
Grants Or Scholarships$45,150GrantsOrScholarshipsAmt
Other Expenditures$620,716OtherExpendituresAmt
Administrative Expenses$33,441AdministrativeExpensesAmt
End Year Balance$18,261,048EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,403,635BeginningYearBalanceAmt
Contributions$250,887ContributionsAmt
Investment Earnings Or Losses$2,132,893InvestmentEarningsOrLossesAmt
Grants Or Scholarships$81,867GrantsOrScholarshipsAmt
Other Expenditures$667,104OtherExpendituresAmt
Administrative Expenses$29,966AdministrativeExpensesAmt
End Year Balance$17,008,478EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,766,398BeginningYearBalanceAmt
Contributions$230,819ContributionsAmt
Investment Earnings Or Losses-$1,859,828InvestmentEarningsOrLossesAmt
Grants Or Scholarships$69,750GrantsOrScholarshipsAmt
Other Expenditures$633,011OtherExpendituresAmt
Administrative Expenses$30,993AdministrativeExpensesAmt
End Year Balance$15,403,635EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,383,655BeginningYearBalanceAmt
Contributions$158,450ContributionsAmt
Investment Earnings Or Losses$2,870,267InvestmentEarningsOrLossesAmt
Grants Or Scholarships$34,650GrantsOrScholarshipsAmt
Other Expenditures$579,302OtherExpendituresAmt
Administrative Expenses$32,022AdministrativeExpensesAmt
End Year Balance$17,766,398EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,569,686BeginningYearBalanceAmt
Contributions$320,964ContributionsAmt
Investment Earnings Or Losses$1,082,670InvestmentEarningsOrLossesAmt
Grants Or Scholarships$84,379GrantsOrScholarshipsAmt
Other Expenditures$479,186OtherExpendituresAmt
Administrative Expenses$26,100AdministrativeExpensesAmt
End Year Balance$15,383,655EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.6754BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.1231PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.2015TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$459,435InvestmentCostOrOtherBasisAmt
Depreciation$430,072DepreciationAmt
Book Value$29,363BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$29,363TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Closely-held equity interests
Financial derivatives
Investments - other securities.
Investment in Affiliate
Alternative Investments
INVESTMENT IN AFFILIATE$1,718,529C
ALTERNATIVE INVESTMENTS$833,829F
FieldValueIRS element (for citing)
Total Book Value Securities$2,552,358TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
Federal Income Taxes
Other liabilities
LIABILITY TO LIFE BENEFICIARY
LIABILITY TO LIFE BENEFICIARY$146,071
FieldValueIRS element (for citing)
Total Liability$146,071TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$8,752,608TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,165,517NetUnrealizedGainsInvstAmt
Other Revenue$3,801,713OtherRevenueAmt
Revenue Not Reported$4,967,230RevenueNotReportedAmt
Revenue Subtotal$3,785,378RevenueSubtotalAmt
Investment Expenses Not Incld$44,957InvestmentExpensesNotIncldAmt
Other Revenues Not Included$1,425,000OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$1,469,957RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,255,335TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$6,546,060TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$2,362,013OtherExpensesIncludedAmt
Expenses Not Reported$2,362,013ExpensesNotReportedAmt
Expenses Subtotal$4,184,047ExpensesSubtotalAmt
Investment Expenses Not Incld2$44,957InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$44,957ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,229,004TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part X, Line 2MANAGEMENT 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 990RELATED ORGANIZATION REVENUE - 3801713
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsDIVIDEND RECEIVED FROM RELATED ORGANIZATION - 1425000
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990RELATED ORGANIZATION EXPENSE - 2362013

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1MINI AUCTIONEvent1Nm
Gross Receipts Event1$149,379GrossReceiptsEvent1Amt
Charitable Contri Event1$75,103CharitableContriEvent1Amt
Gross Revenue Event1$74,276GrossRevenueEvent1Amt
Non Cash Prizes Event1$74,276NonCashPrizesEvent1Amt
Other Direct Expenses Event1$2,389OtherDirectExpensesEvent1Amt
Gross Revenue Event2$0GrossRevenueEvent2Amt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Gross Receipts Total$149,379GrossReceiptsTotalAmt
Charitable Contributions Tot$75,103CharitableContributionsTotAmt
Gross Revenue Total Events$74,276GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$74,276NonCashPrizesTotalEventsAmt
Oth Direct Expnss Total Events$2,389OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$76,665DirectExpenseSummaryEventsAmt
Net Income Summary-$2,389NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (24 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
AMERICAN ACADEMY OF FAMILY PHYSICIANS
11400 TOMAHAWK CREEK PARKWAYLEAWOODKS66211440536051501(C)(6)$931,112VAR PROGRAM SUPPORT
KAISER FOUNDATION HEALTH PLAN OF COLORADO
10350 E DAKOTA AVEDENVERCO80247840591617501(C)3$40,000FAM MED DISCOVERS
REGENTS OF THE UNIVERSITY OF COLORADO
12631 E 17TH AVE F496AURORACO80045846000555501(C)3$40,000FAM MED DISCOVERS
CWRU HORIZONS COMMUNITY CLINIC
11401 EUCLID AVENUE APT 309CLEVELANDOH44106341018992501(C)3$25,000FAMILY MEDICINE CARE
PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE (PCOM)
4170 CITY AVEPHILADELPHIAPA19131231355135501(C)3$25,000FAMILY MEDICINE CARE
HILLTOP FREE CLINIC
3275 SULLIVANT AVECOLUMBUSOH43204472398195501(C)3$24,189FAMILY MEDICINE CARE
THE UNIVERSITY OF SCRANTON
800 LINDEN STREETSCRANTONPA18510240795495501(C)3$20,000FAMILY MEDICINE CARE
LESTONNAC FREE CLINIC 9323346
1215 E CHAPMAN AVEORANGECA92866953499011501(C)3$10,000FAMILY MEDICINE CARE
THE LUKE CLINIC
9615 MAIN ST STE BWHITMORE LAKEMI48189812779813501(C)3$10,000FAMILY MEDICINE CARE
SOUTH TEXAS MISSION OF MERCY
1660 S STAPLES STREET STE 100CORPUS CHRISTITX78404931558508501(C)3$10,000FAMILY MEDICINE CARE
THE OHIO UNIVERSITY FOUNDATION
PO BOX 869ATHENSOH45701316402269501(C)3$9,999FAMILY MEDICINE CARE
HARTVILLE MIGRANT COUNCIL
PO BOX 682HARTVILLEOH44632340899100501(C)3$9,895FAMILY MEDICINE CARE
FAMILY HEALTH FOUNDATION OF ILLINOIS 9118965
747 E BOUGHTON ROAD STE 253BOUGHTONIL60440363453953501(C)6$9,250FMCA GRANTS,EXTERNSH
FAMILY HEALTH FOUNDATION OF MISSOURI 8516341
722 WEST HIGH STREETJEFFERSON CITYMO65101431480324501(C)3$9,600FMCA GRANTS,EXTERNSH
WISCONSIN AFP FOUNDATION 9016486
210 GREEN BAY ROADTHIENSVILLEWI53092930831288501(C)3$8,000FMCA GRANTS
TEXAS ACADEMY OF FAMILY PHYSICIANS
12012 TECHNOLOGY BLVD STE 200AUSTINTX78727741109411501(C)6$8,000FMCA GRANTS
OHIO AFP FOUNDATION
4075 N HIGH STCOLUMBUSOH43214311191776501(C)3$7,250FMCA GRANTS,EXTERNSH
OHIO ACADEMY OF FAMILY PHYSICIANS
4075 N HIGH STCOLUMBUSOH43214314398155501(C)6$6,250FMCA GRANTS
HARRISBURG FAMILY HEALTH CARE INC
631 CHAFEE AVENUE STE 101AUGUSTAGA30904264366421501(C)3$5,917FAMILY MEDICINE CARE
INTERNATIONAL MEDICAL CORPS 8512690
12400 WILSHIRE BLVD STE 1500LOS ANGELESCA90025953949646501(C)3$58,600FAMILY MEDICINE CARE
HEART TO HEART INTERNATIONAL 8551525
11550 RENNER BLVDLENEXAKS66219481108359501(C)3$58,800FAMILY MEDICINE CARE
KAWEAH HEALTH FOUNDATION
400 W MINERAL KING AVEVISALIACA93291942675456501(C)3$16,500FAMILY MEDICINE CARE
LSU HEALTH SCIENCES CENTER SHREVEPORT 9002626
DEPT OF FAMILY MEDICINESHREVEPORTLA71103720702002GOVT/EDUC INST$16,500FAMILY MEDICINE CARE
NPH USA
20 North Wacker Drive Suite 4000CHICAGOIL60606651229309501(C)3$6,500FAMILY MEDICINE CARE
FieldValueIRS element (for citing)
Total501c3 Org19Total501c3OrgCnt
Total Other Org5TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
Leading Physician Wellbeing Awards7$4,000
Global Health Summit Scholarships7$3,500
CHFM Scholarship2$6,000
CHFM Fellowship1$3,000
DPC Summit Scholarship10$6,000
Family Medicine Leads Scholarships275$185,400

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant fundsFormAndLineReferenceDesc
ExplanationThe 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

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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
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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensationThe 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 planR 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 personsTOMAS 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 stockholdersTHE 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 bodyTHE 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 stockholdersTHE BYLAWS MAY BE AMENDED BY THE VOTING MEMBERS OF THE FOUNDATION.
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 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 policyTHE 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 officialTHE 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 publicTHE 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 FeesCONTRACTED 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 balancesDIVIDEND FROM SUBSIDIARY - -1425000; EQUITY IN EARNINGS SUBSIDIARY - 1439700;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
AMERICAN ACADEMY OF FAMILY PHYSICIANS
11400 TOMAHAWK CREEK PARKWAYLEAWOODKS66211440536051MEDICAL ASSOCKS501(c)(6)false
ACADEMY 1740 INC
11400 TOMAHAWK CREEK PARKWAYLEAWOODKS66211431485548TITLE HOLDINGKS501(c)(2)Yes (true)AAFP

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1AAFP POOLED INV FDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line111400 TOMAHAWK CREEK PARKWAYAddressLine1Txt
CityLEAWOODCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd
FieldValueIRS element (for citing)
EIN431695097EIN
Primary ActivitiesASSET MANAGEMENTPrimaryActivitiesTxt
Legal Domicile StateMOLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1AAFPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Predominant Income TypeN/APredominantIncomeTypeTxt

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
AAFP INSURANCE SERVICES
11400 TOMAHAWK CREEK PARKWAYLEAWOODKS66211431226253INSURANCE ADMINKSAAFP FDNC Corporation$3,801,713$1,718,5291Yes (true)
CHARITABLE REMAINDER TRUSTS (2)
CHARITABLE TRUSTKSNATrustYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationYes (true)DivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
AAF INSURANCE SERVICES
F$1,425,000CASH
AMERICAN ACADEMY OF FAMILY PHYSICIANS
C$203,687CASH
AMERICAN ACADEMY OF FAMILY PHYSICIANS
B$931,112CASH
AMERICAN ACADEMY OF FAMILY PHYSICIANS
P$1,997,688CASH