2014-04-14T18:35:07-05:00 2013-05-31 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2012-06-01 440536051 American Academy of Family Physicians % MARY DEGHELDER AMER 9139066000 11400 Tomahawk Creek Parkway Suite Leawood KS 662112672 DOUGLAS HENLEY 9139066000 2014-01-15 true Michael J Engle 8162216300 2012 2015-11-30 17:44:51Z DOUGLAS HENLEY 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 662112672 89678047 false 1077 X WWW.AAFP.ORG X 1947 IL PROMOTION OF COMMON BUSINESS INTEREST OF FAMILY PHYSICIANS THROUGH CONTINUING MEDICAL EDUCATIONAL PROGRAMS, CONFERENCES, AND OTHER METHODS OF ENHANCING THE PRACTICE OF FAMILY MEDICINE. 17 17 482 0 21888084 -5698433 24609546 24850986 43558982 45028898 803884 2771755 11110389 15451310 80082801 88102949 0 0 0 0 39375799 43705170 0 0 0 38176180 42731473 77551979 86436643 2530822 1666306 88786998 105169360 43457000 47035911 45329998 58133449 PROMOTION OF COMMON BUSINESS INTEREST OF FAMILY PHYSICIANS THROUGH CONTINUING MEDICAL EDUCATIONAL PROGRAMS, CONFERENCES, AND OTHER METHODS OF ENHANCING THE PRACTICE OF FAMILY MEDICINE. false false THE PROMOTION OF COMMON BUSINESS INTEREST OF FAMILY PHYSICIANS THROUGH CONTINUING MEDICAL EDUCATIONAL PROGRAMS, CONFERENCES, AND OTHER METHODS OF ENHANCING THE PRACTICE OF FAMILY MEDICINE. false false true true false false false false false true false false true true true false true false false false false false false false false false false false true false true false false false true false false false false true true true true false true 853 0 true 482 true true true false false false true true false X 17 17 false false false false true true false true true false true true true true true true true true true true true true KS X MARY DEGHELDER 9139066000 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 662112672 BARBARA J DOTY 15.0 X 29500 0 0 WANDA D FILER 15.0 X 28650 0 0 CONRAD L FLICK 15.0 X 27000 0 0 CARLOS R GONZALES 15.0 X 5881 0 0 RAVI P GRIVOIS-SHAH 15.0 X 9876 0 0 REBECCA JAFFE 15.0 X 1550 0 0 JESSICA JOHNSON 15.0 X 23713 0 0 HARRY CLIFTON KNIGHT JR 15.0 X 3593 0 0 LAURA C KNOBEL 15.0 X 28500 0 0 ROBYN A LIU 15.0 X 18584 0 0 RICHARD F MADDEN JR 15.0 X 30268 0 0 SARAH TULLY MARKS 15.0 X 4503 0 0 AARON ARTHUR MEYER 15.0 X 11100 0 0 BRENT SMITH 15.0 X 21000 0 0 DANIEL R SPOGEN MD 15.0 X 26524 0 0 LLOYD VAN WINKLE 15.0 X 500 0 0 ROBERT L WERGIN 15.0 X 34433 0 0 JULIE KRISTIN WOOD 15.0 X 24126 0 0 ROLAND GOERTZ 27.0 X X 0 0 0 GLEN R STREAM 27.0 X X 217854 0 0 JEFFREY J CAIN 40.0 X X 10144 0 0 REID B BLACKWELDER 24.0 X X 90204 0 0 JOHN S MEIGS JR 18.0 X X 21974 0 0 JAVETTE C ORGAIN 15.0 X X 26000 0 0 DOUGLAS HENLEY 40.0 1.0 X 549673 0 100680 ROBERT WATCHINSKI 40.0 1.0 X 224229 0 58834 TODD DICUS 40.0 1.0 X 342228 0 76433 CRAIG DOANE 40.0 X 229231 0 61909 RONALD MARTIN 40.0 X 141082 0 17112 DANIEL OSTERGAARD 40.0 X 347850 0 77388 PERRY PUGNO 40.0 X 290326 0 72125 ROSEMARIE SWEENEY 40.0 X 258035 0 13867 DONNA VALPONI BROOKHART 40.0 X 229917 0 63794 TERRY MCGEENEY 40.0 X 629191 0 106998 BRUCE BAGLEY 40.0 X 265231 0 69764 STANLEY KOZAKOWSKI 40.0 X 241005 0 48714 JIM AREND 40.0 X 235041 0 61091 HERBERT YOUNG 40.0 X 225087 0 62759 KEVIN BERNSTEIN 0.0 X 12365 0 0 4915968 0 891468 49 true true false BROWN PRINTING COMPANY PO BOX 704 WASECA MN 56093 PUBLISHING SERVICES 1353622 UNIVERSITY PHYSICIANS INC CONSULTING 499805 HEALTHLANDSCAPE LLC CONSULTING 482355 FREEMAN AUDIO VISUAL SOLUTIONS A/V SERVICES 433531 CITYTECH INC A/V SERVICES 393078 45 24850986 24850986 PUBLICATIONS 541800 13330773 203166 11581309 1546298 SUBSCRIPTION INCOME 561499 2356777 2356777 COURSES & PROGRAM 561499 14080814 14080814 MEETING 561499 322805 322805 EXHIBIT INCOME 561499 2113200 2113200 12824529 12824529 45028898 1125985 1125985 0 3804414 3804414 279146 279146 0 279146 279146 134784 2590204 12094 1067124 122690 1523080 1645770 1645770 0 0 1272794 495880 776914 776914 TRANSFORMED INCOME 900099 10306775 10306775 MISCELLANEOUS REVENUE 900099 284061 284061 10590836 88102949 30849066 21888084 10514813 0 0 0 0 6230117 0 29111630 2258368 3658673 2446382 0 134156 122195 0 0 73439 11258029 646799 2869290 1085972 100 5105110 3889288 0 6658617 15875 0 2195590 273882 PRODUCTION 4277275 REPAIRS & MAINTENANCE 429008 DUES 592238 _ 3104610 86436643 14172232 15380636 0 0 0 0 3281923 6252897 0 0 0 0 0 0 29532 39705 1305744 1642062 23157290 17310776 7322720 5846514 45405837 58163117 0 0 0 0 0 0 17269010 17844429 88786998 105169360 7709820 8796920 0 0 22856414 25920352 0 0 0 0 0 0 0 3200000 0 0 12890766 9118639 43457000 47035911 X 45329998 58133449 0 0 0 0 45329998 58133449 88786998 105169360 X 1666306 8430663 2706482 X false true X true true true false AAFP PAC 2021 MASSACHUSETTS AVE NW WASHINGTON DC 20036 562512251 false false true 24850986 2394452 0 2394452 3127083 -732631 0 0 0 4035557 3365948 669609 19121733 13944828 5176905 5846514 DUE FROM ACADEMY 1740 14704618 DEFERRED COMPENSATION PLAN 457 2859139 DEFFERED INCOME TAXES 280672 17844429 0 DEFINED BENEFIT OBLIGATION 6259500 DEFERRED COMPENSATION PLAN 457 2859139 9118639 X 98195542 8430663 5131092 13561755 84633787 73439 3395723 3469162 88102949 86791953 3824472 3824472 82967481 73439 3395723 3469162 86436643 UNCERTAIN TAX POSITIONS DISCLOSURE SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. RECONCILIATION OF REVENUES - OTHER SCHEDULE D, PART XI, LINE 2d ACADEMY 1740 REVENUE $ 4,187,935 COST OF GOODS SOLD 495,880 PAC REVENUE 447,277 ----------- $ 5,131,092 RECONCILIATION OF EXPENSES - OTHER SCHEDULE D, PART XII, LINE 2d ACADEMY 1740 EXPENSES $ 2,881,315 COST OF GOODS SOLD 495,880 PAC EXPENSES 447,277 ---------- $ 3,824,472 RECONCILIATION OF REVENUES - OTHER SCHEDULE D, PART XI, LINE 4b Eliminations $ 3,395,723 RECONCILIATION OF EXPENSES - OTHER SCHEDULE D, PART XII, LINE 4b Eliminations $ 3,395,723 X X true true X X X X X false true false GLEN R STREAM 0 0 0 0 217854 0 0 0 0 0 217854 0 DOUGLAS HENLEY 488533 0 25200 0 35940 0 30000 0 70680 0 650353 0 ROBERT WATCHINSKI 217893 0 3200 0 3136 0 27114 0 31720 0 283063 0 TODD DICUS 322166 0 7700 0 12362 0 30000 0 46433 0 418661 0 CRAIG DOANE 223379 0 3200 0 2653 0 27972 0 33937 0 291140 0 RONALD MARTIN 139804 0 0 0 1278 0 0 0 17112 0 158194 0 DANIEL OSTERGAARD 322518 0 3200 0 22132 0 30000 0 47388 0 425238 0 PERRY PUGNO 279709 0 3200 0 7418 0 29201 0 42924 0 362451 0 ROSEMARIE SWEENEY 57323 0 0 0 200712 0 5810 0 8057 0 271902 0 DONNA VALPONI BROOKHART 221920 0 3200 0 4798 0 28036 0 35758 0 293711 0 TERRY MCGEENEY 469613 0 132605 0 26973 0 27183 0 79815 0 736189 0 BRUCE BAGLEY 256586 0 200 0 8445 0 30000 0 39764 0 334995 0 STANLEY KOZAKOWSKI 238508 0 200 0 2296 0 11136 0 37578 0 289719 0 JIM AREND 232616 0 200 0 2225 0 24421 0 36670 0 296132 0 HERBERT YOUNG 218700 0 200 0 6187 0 27340 0 35419 0 287846 0 KEVIN BERNSTEIN 12365 0 0 0 0 0 0 0 0 0 12365 0 0 0 FIRST-CLASS TRAVEL AND TRAVEL FOR COMPANIONS SCHEDULE J, PART I, LINE 1A THE BOARD OF DIRECTORS AND OFFICERS ARE PROVIDED FIRST-CLASS TRAVEL. THE AMOUNT IS NOT INCLUDED AS REPORTABLE COMPENSATION ON THE DIRECTOR'S FORM 1099 NOR THE OFFICER'S FORM W-2. THE BOARD OF DIRECTORS AND OFFICERS ARE PROVIDED SPOUSAL TRAVEL. THE AMOUNT IS INCLUDED AS REPORTABLE COMPENSATION ON THE DIRECTOR'S FORM 1099 AND THE OFFICER'S FORM W-2. SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B DOUG HENLEY $ 23,835 TODD DICUS $ 10,366 DANIEL OSTERGAARD $ 10,043 PERRY PUGNO $ 4,992 BRUCE BAGLEY $ 1,857 THE SUPPLEMENTAL RETIREMENT PLAN IS A NON-QUALIFIED PLAN FOR THOSE WHO EXCEED THE IRS MAXIMUM RETIREMENT COMPENSATION. THE INTENT IS TO MATCH THE RETIREMENT CONTRIBUTIONS HAD THE MAXIMUMS NOT BEEN IN PLACE. SEE PART V SEE PART V 3395723 SEE PART V false BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS SCHEDULE L, PART IV, LINE 1 (A) ACADEMY 1740, INC. (B) AMERICAN ACADEMY OF FAMILY PHYSICIANS (AAFP) IS THE PARENT ORGANIZATION OF ACADEMY 1740, INC. IN ADDITION, DOUGLAS HENLEY AND TODD DICUS ARE OFFICERS/DIRECTORS OF ACADEMY 1740 AND ROBERT WATCHINSKI IS AN OFFICER OF ACADEMY 1740, INC. (C) 3,395,723 (D) ACADEMY 1740, INC. LEASES SPACE TO AAFP. (E) NO MEMBERS FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A MEMBERSHIP ASSOCIATION OF FAMILY PHYSICIANS. MEMBERS MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS MEMBERS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990 REVIEW FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT WAS FILED. THE FORM 990 WAS REVIEWED BY THE BOARD OF DIRECTORS AND THE FINANCE AND INSURANCE COMMISSION PRIOR TO FILING WITH THE IRS. AFTER THIS REVIEW, COMMENTS AND/OR CORRECTIONS WERE PROVIDED TO ACCOUNTANT. THE FORM 990 IS THEN FINALIZED AND FILED WITH THE IRS. CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY PROVIDING A COPY OF THE POLICY TO ALL BOARD MEMBERS, OFFICERS, MEMBER REPRESENTATIVES AND EMPLOYEES. THE ABOVE MENTIONED INDIVIDUALS ARE REQUIRED TO COMPLETE AND SIGN THE ACKNOWLEDGEMENT STATEMENT AND THE ANNUAL DISCLOSURE INFORMATION FORM. IF THE BOARD DETERMINES THAT AN INTERESTED PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE PERSONAL OR PRIVATE INTEREST OR ENGAGED IN A PROHIBITED ACTION, THE BOARD MAY DO ONE OR MORE OF THE FOLLOWING: COUNSEL THE INTERESTED PERSON, EXCLUDE THE INTERESTED PERSON FROM FURTHER DISCUSSIONS AND VOTING ON THE MATTER, AND SUCH OTHER ACTIONS NOT INCONSISTENT WITH THE ACADEMY BY-LAWS AND AS DETERMINED BY THE BOARD. COMPENSATION REVIEW FORM 990, PART VI, SECTION B, LINES 15A & 15B THE ORGANIZATION HAS A POLICY ON THE PROCESS FOR DETERMINING EXECUTIVE COMPENSATION. THE POLICY COVERS THE EXECUTIVE VICE PRESIDENT, OFFICERS OF THE ORGANIZATION, AND KEY EMPLOYEES OF THE ORGANIZATION. IT CONTAINS A SEPARATE REVIEW AND APPROVAL PROCESS, USE OF DATA AS TO COMPARABLE COMPENSATION, AND CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING FOR EACH PERSON COVERED BY THE POLICY. AVAILABILITY OF DOCUMENTS FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 9 CHANGE IN PENSION LIABILITY $ 2,706,482 OTHER FEES FOR SERVICES FOR NON-EMPLOYEES FORM 990 PART IX LINE 11G DESCRIPTION:COMMISSIONS TOTAL FEES:1808317 OTHER FEES FOR SERVICES FOR NON-EMPLOYEES FORM 990 PART IX LINE 11G DESCRIPTION:PROFESSIONAL SERVICE FEES TOTAL FEES:8110083 OTHER FEES FOR SERVICES FOR NON-EMPLOYEES FORM 990 PART IX LINE 11G DESCRIPTION:SERVICE FEES TOTAL FEES:1339629 TRANSFORMED LLC 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 262468766 MEDICAL KS 10306775 4559395 AAFP ACADEMY 1740 INC 11400 TOMAHAWK CREED PARKWAY LEAWOOD KS 66211 431485548 OWN BUILDING MO 501(c)(2) N/A AAFP true AMER ACADEMY OF FAMILY PHYSICIANS PAC 2021 MASSACHUSETTS AVE NW WASHINGTON DC 20036 562512251 PAC MO 527 N/A AAFP true AAFP POOLED INV FD 4600 MADISON AVENUE KANSAS CITY MO 64112 431695097 ASSET MANAGEM MO NA INVESTMENT 1200057 43211319 false 0 0.82568 true true false true false false false false false false true true false false false false false true true ACADEMY 1740 INC D 3596951 FMV AAFP POOLED INVESTMENT FUND A 1200057 FMV AAFP POOLED INVESTMENT FUND B 3200000 FMV ACADEMY 1740 INC K 3395723 FMV AMERICAN ACADEMY OF FAMILY PHYSICIANS PAC L 407917 FMV