AMERICAN ACADEMY OF FAMILY PHYSICIANS: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ACADEMY OF FAMILY PHYSICIANS (EIN 44-0536051)
- Tax period
- 2010-06-01 to 2011-05-31
- Filed
- 2012-04-16
- IRS object ID
- 201241079349300409
- Schema version
- 2010v3.7
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-16T09:24:37-05:00 | Timestamp |
| Tax Period End Date | 2011-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Street Suite 1000 | AddressLine1 |
| City | Kansas City | City |
| State | MO | State |
| ZIP Code | 64106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 440536051 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ACADEMY OF FAMILY PHYSICIANS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 9139066000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 TOMAHAWK CREEK PARKWAY | AddressLine1 |
| City | LEAWOOD | City |
| State | KS | State |
| ZIP Code | 662112672 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Robert Watchinski | Name |
| Title | CFO | Title |
| Date Signed | 2012-04-01 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kimberly T Schrant | Name |
| Phone | 8164122400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DOUGLAS HENLEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 TOMAHAWK CREEK PARKWAY | AddressLine1 |
| City | LEAWOOD | City |
| State | KS | State |
| ZIP Code | 662112672 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 84728374 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 1077 | GroupExemptionNumber |
| Organization501c | X | Organization501c |
| Web Site | WWW.AAFP.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1947 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | PROMOTION OF COMMON BUSINESS INTEREST OF FAMILY PHYSICIANS THROUGH CONTINUING MEDICAL EDUCATIONAL PROGRAMS, CONFERENCES, AND OTHER METHODS OF ENHANCING THE PRACTICE OF FAMILY MEDICINE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 420 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 21915859 | TotalGrossUBI |
| Contributions Grants Prior Year | 21917237 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 23287621 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 44336289 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 46216966 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 665724 | InvestmentIncomePriorYear |
| Investment Income Current Year | 735626 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 7689483 | OtherRevenuePriorYear |
| Other Revenue Current Year | 12635721 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 74608733 | TotalRevenuePriorYear |
| Total Revenue Current Year | 82875934 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 37459255 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 39272745 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 34416397 | OtherExpensePriorYear |
| Other Expenses Current Year | 37799369 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 71875652 | TotalExpensesPriorYear |
| Total Expenses Current Year | 77072114 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2733081 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5803820 | RevenuesLessExpensesCY |
| Total Assets BOY | 88728062 | TotalAssetsBOY |
| Total Assets EOY | 101387056 | TotalAssetsEOY |
| Total Liabilities BOY | 59238073 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 48199453 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 29489989 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 53187603 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROMOTION OF COMMON BUSINESS INTEREST OF FAMILY PHYSICIANS THROUGH CONTINUING MEDICAL EDUCATIONAL PROGRAMS, CONFERENCES, AND OTHER METHODS OF ENHANCING THE PRACTICE OF FAMILY MEDICINE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 0 | Expense |
| Revenue | 26197275 | Revenue |
| Description | THE PROMOTION OF COMMON BUSINESS INTERESTS OF FAMILY PHYSICIANS THROUGH CONTINUING MEDICAL EDUCATIONAL PROGRAMS, CONFERENCES, AND OTHER METHODS OF ENHANCING THE PRACTICE OF FAMILY MEDICINE. | Description |
| Total Program Service Expense | 0 | TotalProgramServiceExpense |
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Subject To Proxy Tax | true | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 826 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 420 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | true | NonDeductibleContributions |
| Non Deductible Disclosure | true | NonDeductibleDisclosure |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARY DEGHELDER | NamePerson |
| Telephone Number | 9139066000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 TOMAHAWK CREEK PARKWAY | AddressLine1 |
| City | LEAWOOD | City |
| State | KS | State |
| ZIP Code | 662112672 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (37 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| KEVIN BERNSTEIN | ||||||||
| DIRECTOR | 15.0 | X | 10860 | 0 | 0 | |||
| KENNETH R BERTKA | ||||||||
| DIRECTOR | 15.0 | X | 32275 | 0 | 0 | |||
| REID BLACKWELDER | ||||||||
| DIRECTOR | 15.0 | X | 28539 | 0 | 0 | |||
| JEFFREY CAIN | ||||||||
| DIRECTOR | 15.0 | X | 2116 | 0 | 0 | |||
| BARBARA DOTY | ||||||||
| DIRECTOR | 15.0 | X | 500 | 0 | 0 | |||
| DAVID ELLINGTON | ||||||||
| DIRECTOR | 15.0 | X | 30869 | 0 | 0 | |||
| THOMAS FELGER | ||||||||
| DIRECTOR | 15.0 | X | 25332 | 0 | 0 | |||
| CONRAD FLICK | ||||||||
| DIRECTOR | 15.0 | X | 21726 | 0 | 0 | |||
| LAURA KNOBEL | ||||||||
| DIRECTOR | 15.0 | X | 22914 | 0 | 0 | |||
| RUSSELL KOHL | ||||||||
| DIRECTOR | 15.0 | X | 2900 | 0 | 0 | |||
| CHRIS LUBOLD | ||||||||
| DIRECTOR | 15.0 | X | 21156 | 0 | 0 | |||
| RICHARD MADDEN | ||||||||
| DIRECTOR | 15.0 | X | 3309 | 0 | 0 | |||
| HEIDI MEYER | ||||||||
| DIRECTOR | 15.0 | X | 5120 | 0 | 0 | |||
| BROOKE SCIUTO | ||||||||
| DIRECTOR | 15.0 | X | 10507 | 0 | 0 | |||
| GEORGE SHANNON | ||||||||
| DIRECTOR | 15.0 | X | 26897 | 0 | 0 | |||
| ROBERT STENGER | ||||||||
| DIRECTOR | 15.0 | X | 21599 | 0 | 0 | |||
| ROBERT WERGIN | ||||||||
| DIRECTOR | 15.0 | X | 1530 | 0 | 0 | |||
| TED EPPERLY | ||||||||
| BOARD CHAIR | 27.0 | X | 96964 | 0 | 0 | X | ||
| LORI HEIM | ||||||||
| BOARD CHAIR | 27.0 | X | 172208 | 0 | 0 | X | ||
| GLEN STREAM | ||||||||
| PRESIDENT-ELECT | 24.0 | X | 68908 | 0 | 0 | X | ||
| ROLAND GOERTZ | ||||||||
| PRESIDENT | 40.0 | X | 1146 | 0 | 0 | X | ||
| LEAH MABRY | ||||||||
| SPEAKER | 18.0 | X | 24516 | 0 | 0 | X | ||
| JOHN MEIGS JR | ||||||||
| VICE SPEAKER | 15.0 | X | 31810 | 0 | 0 | X | ||
| DOUG HENLEY | ||||||||
| CEO/EVP/SECRETARY | 40.0 | X | 547457 | 0 | 105836 | X | ||
| ROBERT WATCHINSKI | ||||||||
| CFO | 40.0 | 196684 | 0 | 60137 | X | |||
| TODD DICUS | ||||||||
| COO/DEVP | 40.0 | 310310 | 0 | 81667 | X | |||
| CRAIG DOANE | ||||||||
| VICE PRESIDENT | 40.0 | 204826 | 0 | 64395 | X | |||
| DANIEL OSTERGAARD | ||||||||
| VICE PRESIDENT | 40.0 | 342830 | 0 | 84577 | X | |||
| PERRY PUGNO | ||||||||
| VICE PRESIDENT | 40.0 | 254607 | 0 | 77588 | X | |||
| ROSEMARIE SWEENEY | ||||||||
| VICE PRESIDENT | 40.0 | 274388 | 0 | 75622 | X | |||
| DONNA VALPONI BROOKHART | ||||||||
| VICE PRESIDENT | 40.0 | 210764 | 0 | 60661 | X | |||
| MICHAEL SPRINGER | ||||||||
| VICE PRESIDENT | 40.0 | 203010 | 0 | 6700 | X | |||
| TERRY MCGEENEY | ||||||||
| PRESIDENT TRANSFORMED | 40.0 | 512192 | 0 | 103380 | X | |||
| BRUCE BAGLEY | ||||||||
| MEDICAL DIRECTOR Q1 | 40.0 | 247824 | 0 | 76699 | X | |||
| ROBERT PHILLIPS | ||||||||
| DIVISION DIRECTOR | 40.0 | 237817 | 0 | 73994 | X | |||
| DANIEL GOWAN | ||||||||
| SALES MANAGER | 40.0 | 237772 | 0 | 58700 | X | |||
| HERBERT YOUNG | ||||||||
| DIVISION DIRECTOR | 40.0 | 209834 | 0 | 67713 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4654016 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 997669 | TotalOtherCompensation |
| Number Individuals GT100 K | 44 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BROWN PRINTING COMPANY | |||||
| PO BOX 704 | WASECA | MN | 56093 | PUBLISHING SERVICES | 1447271 |
| MEDED ARCHITECTS LLC | |||||
| PO BOX 434 | DEERFIELD | IL | 60015 | WEB DESIGN | 595359 |
| DELL MARKETING LP | |||||
| C/O DELL USA LP PO BOX 676021 | DALLAS | TX | 75267 | VENDOR SERVICES | 243508 |
| BOLTE HALL | |||||
| 4710 ROE PARKWAY | ROELAND PARK | KS | 66205 | PRINTING SERVICES | 246620 |
| STINSON MORRISON HECKER LLP | |||||
| PO BOX 219492 | KANSAS CITY | MO | 64121 | ATTORNEY | 228757 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 13 | NumberOfContractorsGT100K |
| Membership Dues | 23287621 | MembershipDues |
| Total Contributions | 23287621 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| PUBLICATIONS | 541800 | 18663562 | 264640 | 16632844 | $1,766,078 |
| SUBSCRIPTION INCOME | 561499 | 2170800 | 2170800 | ||
| COURSES & PROGRAM | 561499 | 6976360 | 6976360 | ||
| MEETING | 561499 | 334546 | 334546 | ||
| EXHIBIT INCOME | 561499 | 2451410 | $2,451,410 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15620288 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15620288 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 46216966 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 946655 | TotalRevenueColumn |
| Exclusion | $946,655 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2960126 | TotalRevenueColumn |
| Exclusion | $2,960,126 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 958171 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 711878 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 246293 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 246293 | TotalRevenueColumn |
| Unrelated Business Revenue | 66718 | UnrelatedBusinessRevenue |
| Exclusion | $179,575 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 294222 | Securities |
| Other | 45712 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 550963 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 294222 | Securities |
| Other | -505251 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -211029 | TotalRevenueColumn |
| Exclusion | -$211,029 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 1270940 | GrossSalesOfInventory |
| Cost Of Goods Sold | 589599 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 681341 | TotalRevenueColumn |
| Related Or Exempt Function Income | 681341 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|---|
| MISCELLANEOUS | 561499 | 3531664 | 149300 | $3,382,364 | |
| TRANSFORMED INCOME | 621110 | 5216297 | 5216297 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 8747961 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 82875934 | TotalRevenueColumn |
| Related Or Exempt Function Income | 26197275 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 21915859 | UnrelatedBusinessRevenue |
| Exclusion | $11,475,179 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5855065 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24778678 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3318490 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3229468 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2091044 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 586138 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84313 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8102184 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 587923 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187510 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 554 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1203131 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3082398 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5418080 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 550965 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2504762 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 233630 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| PRODUCTION/DEVELOPMENT | 5485637 |
| POSTAGE | 2728726 |
| SERVICE FEES | 1118393 |
| REPAIRS | 822436 |
| COMPUTER | 797797 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4304792 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77072114 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10621418 | BOY |
| EOY | 14126239 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4857012 | BOY |
| EOY | 6724657 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50859 | BOY |
| EOY | 51396 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2314000 | BOY |
| EOY | 2206382 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 57484330 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 26680896 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32106421 | BOY |
| EOY | 30803434 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36479860 | BOY |
| EOY | 44830713 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2298492 | BOY |
| EOY | 2644235 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88728062 | BOY |
| EOY | 101387056 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20754759 | BOY |
| EOY | 12769950 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23948202 | BOY |
| EOY | 24717604 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14000 | BOY |
| EOY | 7000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10051343 | BOY |
| EOY | 8060664 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4469769 | BOY |
| EOY | 2644235 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59238073 | BOY |
| EOY | 48199453 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29489989 | BOY |
| EOY | 53187603 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29489989 | BOY |
| EOY | 53187603 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88728062 | BOY |
| EOY | 101387056 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5803820 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 17893794 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Substantially All Dues Nondeduct | false | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | false | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | false | AgreeToCarryoverPriorYear |
| Dues Assessments | 23287621 | DuesAssessments |
| Non Ded Lobby Political Current | 2846878 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Carryover | -497696 | NonDedLobbyPoliticalCarryover |
| Non Ded Lobby Political Total | 2349182 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 3842457 | AggrAmtReportedInDuesNotices |
| Taxable | -$1,493,275 | TaxableAmount |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 5781848 | OtherCostOrOtherBasis |
| Book Value | 5781848 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 30724555 | OtherCostOrOtherBasis |
| Depreciation | 11670574 | Depreciation |
| Book Value | 19053981 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 20957063 | OtherCostOrOtherBasis |
| Depreciation | 15010322 | Depreciation |
| Book Value | 5946741 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 20864 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 20864 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 30803434 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| COMPENSATION PLAN | $2,644,235 |
| INCOME TAXES PAYABLE | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2644235 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FIN 48 | Identifier |
| Return Reference | SCHEDULE D, PART X, LINE 2 | ReturnReference |
| Explanation | The Academy applies the provision of Accounting Standards Codification (ASC) Topic 740, Income Taxes, (ASC 740) with respect to uncertain tax positions. ASC 740 requires that all tax positions be evaluated using a recognition threshold and measurement of a tax position taken or expected to be taken in a tax return. Differences between positions taken in a tax return and amounts recognized in the financial statements are recorded as adjustments to income taxes payable or receivable, or adjustments to deferred income taxes, or both. ASC 740 also requires expanded disclosures at the end of each annual reporting period. No amounts have been recorded at May 31, 2011 or 2010 with respect to uncertain tax positions. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (15 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LORI HEIM | |||||||||||||
| 0 | 0 | 0 | 0 | 172208 | 0 | 0 | 0 | 0 | 0 | 172208 | 0 | 0 | 0 |
| DOUG HENLEY | |||||||||||||
| 467699 | 0 | 0 | 0 | 79758 | 0 | 36960 | 0 | 68876 | 0 | 653293 | 0 | 0 | 0 |
| ROBERT WATCHINSKI | |||||||||||||
| 193941 | 0 | 0 | 0 | 2743 | 0 | 29910 | 0 | 30227 | 0 | 256821 | 0 | 0 | 0 |
| TODD DICUS | |||||||||||||
| 294803 | 0 | 0 | 0 | 15507 | 0 | 36960 | 0 | 44707 | 0 | 391977 | 0 | 0 | 0 |
| CRAIG DOANE | |||||||||||||
| 203809 | 0 | 0 | 0 | 1017 | 0 | 31613 | 0 | 32782 | 0 | 269221 | 0 | 0 | 0 |
| DANIEL OSTERGAARD | |||||||||||||
| 304473 | 0 | 0 | 0 | 38357 | 0 | 36960 | 0 | 47617 | 0 | 427407 | 0 | 0 | 0 |
| PERRY PUGNO | |||||||||||||
| 247631 | 0 | 0 | 0 | 6976 | 0 | 36960 | 0 | 40628 | 0 | 332195 | 0 | 0 | 0 |
| ROSEMARIE SWEENEY | |||||||||||||
| 260452 | 0 | 0 | 0 | 13936 | 0 | 36960 | 0 | 38662 | 0 | 350010 | 0 | 0 | 0 |
| DONNA VALPONI BROOKHART | |||||||||||||
| 208103 | 0 | 0 | 0 | 2661 | 0 | 31613 | 0 | 29048 | 0 | 271425 | 0 | 0 | 0 |
| MICHAEL SPRINGER | |||||||||||||
| 42980 | 0 | 0 | 0 | 160030 | 0 | 0 | 0 | 6700 | 0 | 209710 | 0 | 0 | 0 |
| TERRY MCGEENEY | |||||||||||||
| 425825 | 0 | 34785 | 0 | 51582 | 0 | 36961 | 0 | 66419 | 0 | 615572 | 0 | 0 | 0 |
| BRUCE BAGLEY | |||||||||||||
| 242645 | 0 | 0 | 0 | 5179 | 0 | 36961 | 0 | 39738 | 0 | 324523 | 0 | 0 | 0 |
| ROBERT PHILLIPS | |||||||||||||
| 237086 | 0 | 0 | 0 | 731 | 0 | 36726 | 0 | 37268 | 0 | 311811 | 0 | 0 | 0 |
| DANIEL GOWAN | |||||||||||||
| 128299 | 0 | 100288 | 0 | 9185 | 0 | 27942 | 0 | 30758 | 0 | 296472 | 0 | 0 | 0 |
| HERBERT YOUNG | |||||||||||||
| 206816 | 0 | 0 | 0 | 3018 | 0 | 32401 | 0 | 35312 | 0 | 277547 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SEVERANCE PAYMENT | SCHEDULE J, PART I, QUESTION 4A | Michael Springer $132,244 The severance plan provides additional compensation for voluntary termination of employment (with two weeks notice required). Employees hired on or after 10/01/2001 are not eligible for this plan. |
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | SCHEDULE J, PART I, QUESTION 4B | DOUG HENLEY $49,867 TODD DICUS $ 8,584 DANIEL OSTERGAARD $22,768 PERRY PUGNO $ 2,339 ROSEMARIE SWEENEY $ 6,575 TERRY MCGEENEY $29,844 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. BRUCE BAGLEY $ 1,107 ROBERT PHILLIPS $ 139 |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TERRY MCGEENEY | NamePerson |
| Purpose Of Loan | MALPRACTICE | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $35,000 | OriginalPrincipalAmount |
| Balance Due | 7000 | BalanceDue |
| Default | false | Default |
| Approved By Board | true | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 7000 | TotalBalanceDue |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MEMBERS | PART VI, SECTION A, QUESTIONS 6 AND 7 | THE ORGANIZATION IS A MEMBERSHIP ASSOCIATION OF FAMILY PHYSICIANS. THESE ASSOCIATION MEMBERS MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. |
| FORM 990 REVIEW | PART VI, SECTION B, QUESTION 11B | A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT IS FILED. THE FORM 990 IS 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 ARE PROVIDED TO THE ACCOUNTANT. THE FORM 990 IS THEN FINALIZED AND FILED WITH THE IRS. |
| CONFLICT OF INTEREST POLICY | PART VI, SECTION B, QUESTION 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 ACKNOWLEDGMENT 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 BYLAWS AND AS DETERMINED BY THE BOARD. |
| COMPENSATION REVIEW | PART VI, SECTION B, QUESTION 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. |
| GOVERNING DOCUMENTS | PART VI, SECTION C, QUESTION 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| RECONCILIATION OF NET ASSETS | PART XI, QUESTION 5 | CHANGE IN PENSION LIABILITY NOT INCLUDED IN PENSION EXPENSE $10,688,623 UNREALIZED GAIN/LOSS ON INVESTMENTS $ 7,205,171 TOTAL $17,893,794 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRANSFORMED LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 TOMAHAWK CREEK PARKWAY | AddressLine1 |
| City | LEAWOOD | City |
| State | KS | State |
| ZIP Code | 66211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262468766 | EIN |
| Primary Activities | MEDICAL | PrimaryActivities |
| Legal Domicile State | KS | LegalDomicileState |
| Total Income | 5216297 | TotalIncome |
| EOY Assets | 1993786 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFP | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACADEMY 1740 INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 TOMAHAWK CREEK PARKWAY | AddressLine1 |
| City | LEAWOOD | City |
| State | KS | State |
| ZIP Code | 66211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431485548 | EIN |
| Primary Activities | OWN BUILDING | PrimaryActivities |
| Legal Domicile State | MO | LegalDomicileState |
| Exempt Code Section | 501(C)(2) | ExemptCodeSection |
| Public Charity Status | N/A | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFP | BusinessNameLine1 |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFP POOLED INVESTMENT FUND | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 MADISON AVENUE | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431695097 | EIN |
| Primary Activity | ASSET MANAGEMENT | PrimaryActivity |
| Legal Domicile State | MO | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | INVESTMENT | PredominantIncomeType |
| Share Of Total Income | 1145993 | ShareOfTotalIncome |
| Share Of EOY Assets | 36160767 | ShareOfEOYAssets |
| Disproportionate Allocations | false | DisproportionateAllocations |
| Code V | $0 | CodeVAmount |
| General Or Managing Partner | true | GeneralOrManagingPartner |
| Percentage Ownership | 0.83730 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| ACADEMY 1740 INC | |
| D | 8060664 |
| FAM MED PAC | |
| K | 452064 |
| AAFP POOLED INVESTMENT FUND | |
| A | 930113 |
| AAFP POOLED INVESTMENT FUND | |
| R | 294222 |