2025-10-10T13:18:52+00:00 2024-12-31 440160260 Forvis Mazars LLP 1248 O Street Ste 1040 Lincoln NE 685081461 990 2024-01-01 446013671 AMERICAN ACADEMY OF FAMILY PHYSICIANS FDN AMER 9139066000 11400 TOMAHAWK CREEK PKWY 440 LEAWOOD KS 66211 Heather Palmer Executive Director/Secretary 9139066000 2025-10-10 true Kristin Tynon P01063388 4024737600 2025-10-15 2024 2025-03-06 01:10:19Z HEATHER PALMER 11400 TOMAHAWK CREEK PKWY 440 LEAWOOD KS 66211 6387752 false X WWW.AAFPFOUNDATION.ORG X 1957 KS THE AAFP FOUNDATION ADVANCES THE VALUES OF FAMILY MEDICINE BY PROMOTING HUMANITARIAN, EDUCATIONAL AND SCIENTIFIC INITIATIVES THAT IMPROVE THE HEALTH OF ALL PEOPLE. 21 20 0 137 0 2533266 2890118 0 2098044 2366931 -1509 -1714 4629801 5255335 1551877 1640012 0 26875 22050 0 1005055 2582382 2566942 4161134 4229004 468667 1026331 26049790 28348000 1123815 1215477 24925975 27132523 X 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. false false 1534218 1176112 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 432287 189500 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 307583 185400 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 401121 89000 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 401121 89000 2675209 true true false false false false false false false true true true false false true false false true false false false false false false true false false true true true false false false false false false false false false false false false false false false true true true true false true 284 0 true 0 false false false false false true true false false false false false false X 21 20 true false false false true true true true true false false false true true true true true true true false false false CA CO CT FL GA IL KS KY ME AK MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VT VA AR WA WV WI X BRENDA GASTON 9139066000 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 ANDREA GAVIN MD BOARD MEMBER\TREASURER 2.0 1.0 X X 2175 900 0 JAY-SHEREE AKAMBASE MD BOARD MEMBER\PRESIDENT ELECT 8.0 1.0 X X 4500 900 0 RENEE MARKOVICH MD BOARD MEMBER\VICE PRESIDENT 8.0 1.0 X X 1800 900 0 TOMAS P OWENS MD BOARD MEMBER\PRESIDENT 8.0 1.0 X X 5175 900 0 ANDREA AUGUSTINE MS-3 BOARD MEMBER\STUDENT 2025 1.0 0.0 X 0 0 0 ANGELA BRICCO BS BOARD MEMBER/CORPORATE 2024 1.0 0.0 X 0 0 0 ASHESH GANDHI BOARD MEMBER\CORPORATE 2025 1.0 0.0 X 0 0 0 CHRISTOPHER WATSON BOARD MEMBER\PHYSICIAN 2025 1.0 0.0 X 1350 0 0 EDDIE RICHARDSON MD BOARD MEMBER\PHYSICIAN 2026 1.0 0.0 X 0 0 0 GAIL GUERRERO-TUCKER MD BOARD MEMBER-RESIGNED OCT 2024 1.0 15.0 X 0 6680 0 JAKE SANGSTER MHA BOARD MEMBER\PUBLIC 2024 1.0 0.0 X 750 0 0 JUSTIN BARTOS MD BOARD MEMBER\PHYSICIAN 2025 1.0 0.0 X 2100 0 0 KEITH CALLAHAN MD BOARD MEMBER\PHYSICIAN 2026 1.0 0.0 X 1350 0 0 KELLY DOUGHERTY MD BOARD MEMBER\RESIDENT 2024 1.0 0.0 X 1350 600 0 KRISTINA LAGUERRE MD BOARD MEMBER\PHYSICIAN 2024 1.0 0.0 X 750 0 0 MARCI NIELSEN PHD BOARD MEMBER\PUBLIC 2026 1.0 0.0 X 750 0 0 MOAZZUM BAJWA MD BOARD MEMBER/PHYSICIAN 2024 1.0 0.0 X 0 0 0 NADA MLINAREVICH MPH BOARD MEMBER\CORPORATE 2026 1.0 0.0 X 0 0 0 PATRICK FALVEY PHD BOARD MEMBER\PUBLIC 2025 1.0 0.0 X 0 0 0 R SHAWN MARTIN BOARD MEMBER\EX-OFFICIO 1.0 39.0 X 0 822128 81795 SARAH SAMS MD BOARD MEMBER\ACADEMY 2025 1.0 15.0 X 0 22942 0 TAMEKA LAWRENCE MS-4 BOARD MEMBER-RESIGNED AUG 2024 1.0 0.0 X 0 0 0 TERESA LOVINS MD BOARD MEMBER\ACADEMY 2025 1.0 15.0 X 0 5000 0 HEATHER E PALMER MBA EXECUTIVE DIRECTOR 32.0 8.0 X 0 278070 90677 BRENDA GASTON ASSISTANT CONTROLLER 10.0 30.0 X 0 128968 81486 22050 1267988 253958 0 false true false AMERICAN ACADEMY OF FAMILY PHYSICIANS 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 ADMIN AND MANAGEMENT 1997688 DARTNET INSTITUTE 12635 MONTVIEW BLVD AURORA CO 80045 PROJECT MANAGEMENT 129827 2 75103 203687 0 2611328 2890118 0 0 0 0 0 2059718 2059718 0 0 1362965 0 1055752 0 307213 0 307213 307213 74276 75103 76665 -2389 -2389 Miscellaneous Revenue 900099 675 675 0 0 0 0 675 5255335 675 0 2364542 X 1428112 1428112 211900 211900 22050 4300 14950 2800 5482 5482 35793 35793 44957 16049 28908 1898054 873017 374218 650819 40501 4947 6326 29228 1066 280 463 323 70137 5619 3625 60893 109042 34818 53114 21110 175218 39040 11701 124477 39473 39473 10732 4145 6587 DESIGN AND PRINTING 66913 4633 3106 59174 OTHER PROGRAM EXPENSE 27196 6282 9298 11616 MAILING SERVICES AND POSTAGE 25817 2594 641 22582 BANK CHARGES 16561 10 16551 0 0 0 0 4229004 2675209 548740 1005055 2266210 2543300 0 0 161263 232642 167099 99874 0 0 0 0 197685 174734 459435 430072 68836 29363 20784765 22715729 2403932 2552358 0 0 0 26049790 28348000 873620 962970 90701 95021 13700 11415 0 0 145794 146071 1123815 1215477 X 18428579 20018197 6497396 7114326 24925975 27132523 26049790 28348000 X 1026331 1165517 14700 X false true true false X 4239743 2804603 3629470 2533266 2890118 16097200 0 0 4239743 2804603 3629470 2533266 2890118 16097200 3831558 12265642 1731784 2460619 2008752 2095797 2059718 10356670 0 0 0 837 0 675 1512 26455382 0 0.46364 0.46125 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0.0 0 0.0 X 0 0 0 0 0 0 Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - , COLUMN B - , COLUMN C - 837.0, COLUMN D - , COLUMN E - 675.0, COLUMN F - 1512.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17008478 285918 1665959 45150 620716 33441 18261048 15403635 250887 2132893 81867 667104 29966 17008478 17766398 230819 -1859828 69750 633011 30993 15403635 15383655 158450 2870267 34650 579302 32022 17766398 14569686 320964 1082670 84379 479186 26100 15383655 0.6754 0.1231 0.2015 false false 459435 430072 29363 29363 Closely-held equity interests Financial derivatives Investments - other securities. Investment in Affiliate Alternative Investments INVESTMENT IN AFFILIATE 1718529 C ALTERNATIVE INVESTMENTS 833829 F 2552358 Federal Income Taxes Other liabilities LIABILITY TO LIFE BENEFICIARY LIABILITY TO LIFE BENEFICIARY 146071 146071 8752608 1165517 3801713 4967230 3785378 44957 1425000 1469957 5255335 6546060 2362013 2362013 4184047 44957 0 44957 4229004 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 MINI AUCTION 149379 75103 74276 74276 2389 0 0 149379 75103 74276 74276 2389 76665 -2389 true AMERICAN ACADEMY OF FAMILY PHYSICIANS 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 440536051 501(C)(6) 931112 VAR PROGRAM SUPPORT KAISER FOUNDATION HEALTH PLAN OF COLORADO 10350 E DAKOTA AVE DENVER CO 80247 840591617 501(C)3 40000 FAM MED DISCOVERS REGENTS OF THE UNIVERSITY OF COLORADO 12631 E 17TH AVE F496 AURORA CO 80045 846000555 501(C)3 40000 FAM MED DISCOVERS CWRU HORIZONS COMMUNITY CLINIC 11401 EUCLID AVENUE APT 309 CLEVELAND OH 44106 341018992 501(C)3 25000 FAMILY MEDICINE CARE PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE (PCOM) 4170 CITY AVE PHILADELPHIA PA 19131 231355135 501(C)3 25000 FAMILY MEDICINE CARE HILLTOP FREE CLINIC 3275 SULLIVANT AVE COLUMBUS OH 43204 472398195 501(C)3 24189 FAMILY MEDICINE CARE THE UNIVERSITY OF SCRANTON 800 LINDEN STREET SCRANTON PA 18510 240795495 501(C)3 20000 FAMILY MEDICINE CARE LESTONNAC FREE CLINIC 9323346 1215 E CHAPMAN AVE ORANGE CA 92866 953499011 501(C)3 10000 FAMILY MEDICINE CARE THE LUKE CLINIC 9615 MAIN ST STE B WHITMORE LAKE MI 48189 812779813 501(C)3 10000 FAMILY MEDICINE CARE SOUTH TEXAS MISSION OF MERCY 1660 S STAPLES STREET STE 100 CORPUS CHRISTI TX 78404 931558508 501(C)3 10000 FAMILY MEDICINE CARE THE OHIO UNIVERSITY FOUNDATION PO BOX 869 ATHENS OH 45701 316402269 501(C)3 9999 FAMILY MEDICINE CARE HARTVILLE MIGRANT COUNCIL PO BOX 682 HARTVILLE OH 44632 340899100 501(C)3 9895 FAMILY MEDICINE CARE FAMILY HEALTH FOUNDATION OF ILLINOIS 9118965 747 E BOUGHTON ROAD STE 253 BOUGHTON IL 60440 363453953 501(C)6 9250 FMCA GRANTS,EXTERNSH FAMILY HEALTH FOUNDATION OF MISSOURI 8516341 722 WEST HIGH STREET JEFFERSON CITY MO 65101 431480324 501(C)3 9600 FMCA GRANTS,EXTERNSH WISCONSIN AFP FOUNDATION 9016486 210 GREEN BAY ROAD THIENSVILLE WI 53092 930831288 501(C)3 8000 FMCA GRANTS TEXAS ACADEMY OF FAMILY PHYSICIANS 12012 TECHNOLOGY BLVD STE 200 AUSTIN TX 78727 741109411 501(C)6 8000 FMCA GRANTS OHIO AFP FOUNDATION 4075 N HIGH ST COLUMBUS OH 43214 311191776 501(C)3 7250 FMCA GRANTS,EXTERNSH OHIO ACADEMY OF FAMILY PHYSICIANS 4075 N HIGH ST COLUMBUS OH 43214 314398155 501(C)6 6250 FMCA GRANTS HARRISBURG FAMILY HEALTH CARE INC 631 CHAFEE AVENUE STE 101 AUGUSTA GA 30904 264366421 501(C)3 5917 FAMILY MEDICINE CARE INTERNATIONAL MEDICAL CORPS 8512690 12400 WILSHIRE BLVD STE 1500 LOS ANGELES CA 90025 953949646 501(C)3 58600 FAMILY MEDICINE CARE HEART TO HEART INTERNATIONAL 8551525 11550 RENNER BLVD LENEXA KS 66219 481108359 501(C)3 58800 FAMILY MEDICINE CARE KAWEAH HEALTH FOUNDATION 400 W MINERAL KING AVE VISALIA CA 93291 942675456 501(C)3 16500 FAMILY MEDICINE CARE LSU HEALTH SCIENCES CENTER SHREVEPORT 9002626 DEPT OF FAMILY MEDICINE SHREVEPORT LA 71103 720702002 GOVT/EDUC INST 16500 FAMILY MEDICINE CARE NPH USA 20 North Wacker Drive Suite 4000 CHICAGO IL 60606 651229309 501(C)3 6500 FAMILY MEDICINE CARE 19 5 Leading Physician Wellbeing Awards 7 4000 Global Health Summit Scholarships 7 3500 CHFM Scholarship 2 6000 CHFM Fellowship 1 3000 DPC Summit Scholarship 10 6000 Family Medicine Leads Scholarships 275 185400 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds 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. false true false false false false false false false R SHAWN MARTIN BOARD MEMBER\EX-OFFICIO 0 706947 0 90000 0 25181 0 77634 0 4161 0 903923 0 21248 HEATHER E PALMER MBA EXECUTIVE DIRECTOR 0 275748 0 0 0 2322 0 54606 0 36071 0 368747 0 0 BRENDA GASTON ASSISTANT CONTROLLER 0 128676 0 0 0 292 0 39105 0 42381 0 210454 0 0 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. 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; 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) AAFP true AAFP POOLED INV FD 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 431695097 ASSET MANAGEMENT MO AAFP N/A AAFP INSURANCE SERVICES 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 431226253 INSURANCE ADMIN KS AAFP FDN C Corporation 3801713 1718529 1 true CHARITABLE REMAINDER TRUSTS (2) CHARITABLE TRUST KS NA Trust true false true true false false true false false false false false false true true true true true false false AAF INSURANCE SERVICES F 1425000 CASH AMERICAN ACADEMY OF FAMILY PHYSICIANS C 203687 CASH AMERICAN ACADEMY OF FAMILY PHYSICIANS B 931112 CASH AMERICAN ACADEMY OF FAMILY PHYSICIANS P 1997688 CASH