2026-04-14T20:53:12+00:00 2025-05-31 440160260 Forvis Mazars LLP 1248 O Street Ste 1040 Lincoln NE 685081461 990 2024-06-01 440536051 AMERICAN ACADEMY OF FAMILY PHYSICIANS AMER 9139066000 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 662112672 Charlotte Kerner CFO / SVP 9139066000 2026-04-15 true Kristin Tynon P01063388 4024737600 2026-04-15 2024 2025-03-06 01:10:19Z R SHAWN MARTIN 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 662112672 91636813 false 1077 X WWW.AAFP.ORG X 1947 IL THE MISSION OF AAFP IS TO IMPROVE THE HEALTH OF PATIENTS, FAMILIES, AND COMMUNITIES BY SERVING THE NEEDS OF MEMBERS WITH PROFESSIONALISM AND CREATIVITY. 17 17 376 0 4501458 0 33349079 33889013 42025464 40428830 4374565 8986313 3439283 8125101 83188391 91429257 427652 429640 0 0 48226052 48664938 0 0 0 41997149 45622165 90650853 94716743 -7462462 -3287486 93969142 87261584 53451516 51476987 40517626 35784597 THE MISSION OF THE AMERICAN ACADEMY OF FAMILY PHYSICIANS IS TO IMPROVE THE HEALTH OF PATIENTS, FAMILIES, AND COMMUNITIES BY SERVING THE NEEDS OF MEMBERS WITH PROFSSIONALISM AND CREATIVITY. 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. 0 false true true false true false false false false false true true false true true true false true false false true false false false false false false true false true false false false false false false false false false false false false false false false true true true false true true 805 0 true 376 true true true false false false true true false false false X 17 17 false false true false true true false true true false true true true true true true true true true true false false KS X JENNY CLEMONS 9139066000 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 DARON GERSCH VICE SPEAKER 15.0 0.0 X X 19751 0 0 JENNIFER BRULL PRESIDENT, BEGIN 9/24 40.0 0.0 X X 314625 0 0 RUSSELL KOHL SPEAKER 18.0 0.0 X X 23111 0 0 SARAH NOSAL PRESIDENT-ELECT, BEGIN 9/24 24.0 0.0 X X 92864 0 0 Steve Furr BOARD CHAIR, BEGIN 9/24 27.0 0.0 X X 340549 0 0 TOCHI IROKU-MALIZE BOARD CHAIR, END 9/24 27.0 0.0 X X 225345 0 0 Aerial Petty DIRECTOR, BEGIN 9/24 15.0 0.0 X 10156 0 0 Cynthia Chen-Joea DIRECTOR, BEGIN 9/24 15.0 0.0 X 9592 0 0 Elisabeth Mock DIRECTOR, BEGIN 9/24 15.0 0.0 X 0 0 0 GAIL GUERRERO-TUCKER DIRECTOR, END 9/24 15.0 0.0 X 6680 0 0 JANET NWAUKONI DIRECTOR, END 9/24 15.0 0.0 X 20909 0 0 JAY LEE DIRECTOR 15.0 0.0 X 3350 0 0 JEFFREY ZAVALA DIRECTOR 15.0 0.0 X 17997 0 0 KAREN SMITH DIRECTOR, END 9/24 15.0 0.0 X 20000 0 0 Kathleen Mueller DIRECTOR 15.0 0.0 X 8916 0 0 KISHA DAVIS DIRECTOR 15.0 0.0 X 18094 0 0 MATTHEW ADKINS DIRECTOR, END 9/24 15.0 0.0 X 10700 0 0 Mikala Cessac DIRECTOR, BEGIN 9/24 15.0 0.0 X 6692 0 0 PATRICK BRENT SMITH DIRECTOR 15.0 0.0 X 10500 0 0 SARAH SAMS DIRECTOR 15.0 0.0 X 22942 0 0 Shannon Dowler DIRECTOR, BEGIN 9/24 15.0 0.0 X 8630 0 0 TAREE CHADWICK DIRECTOR, END 9/24 15.0 0.0 X 18774 0 0 TERESA LOVINS DIRECTOR 15.0 0.0 X 5000 0 0 CHARLOTTE KERNER CFO/SVP 40.0 1.0 X 368511 0 92503 HEATHER LEITH SVP 40.0 1.0 X 348880 0 98353 PAULA MATTHEWS CAO/SVP 40.0 1.0 X 369122 0 96549 R SHAWN MARTIN CEO/EVP 40.0 1.0 X 822129 0 81795 JULIE WOOD SVP, RESIGNED 5/25 40.0 0.0 X 386233 0 95480 MARGOT SAVOY SVP 40.0 0.0 X 394499 0 75030 MICHELLE EMERSON SVP, BEGIN 10/23 40.0 0.0 X 311097 0 34691 STEPHANIE QUINN SVP 40.0 0.0 X 379610 0 101325 HEATHER PALMER VP 40.0 0.0 X 278070 0 90677 KAREN JOHNSON VP 40.0 0.0 X 277461 0 63529 KAREN MITCHELL VP 40.0 0.0 X 307574 0 88609 STEVEN WALDREN VP 40.0 0.0 X 314651 0 87862 YALDA JABBARPOUR DIRECTOR 40.0 0.0 X 308890 0 55277 6081904 0 1061680 108 false true false FREEMAN PO BOX 734596 DALLAS TX 75373 CONVENTION SERVICES 3041181 DANIEL J EDELMAN INC 111 N CANAL ST STE 1100 CHICAGO IL 60606 PR SERVICES 1565910 ON SERVICES PO BOX 74007063 CHICAGO IL 60674 MEDIA SERVICES 1256990 QUADGRAPHICS 500 1ST AVE PITTSBURGH PA 15264 PRINTING SERVICES 1218654 AVENTURA CATERING COMPANY 100 North 3rd Street Phoenix AZ 85004 CATERING SERVICES 925387 52 33357698 531315 33889013 Publications 541800 7341990 2951159 4390831 Subscription Income 561499 3214015 3214015 Courses & Program 561499 14907503 14907503 Meeting 561499 662305 662305 Exhibit Income 561499 3948963 3948963 10354054 10354054 0 0 40428830 2783884 2783884 2741998 110627 2631371 186827 186827 0 186827 186827 6372764 0 101461 68874 6271303 -68874 6202429 6202429 87745 37221 50524 50524 Miscellaneous Revenue 900099 120165 120165 Employee Retention Credit 900099 5025587 5025587 0 0 0 0 5145752 91429257 36088523 4501458 16950263 X 429640 6961081 30915972 2728057 5595411 2464417 71732 90201 3463780 101461 10763431 1328550 1488024 4588276 4406095 2858374 9700447 251604 864914 330936 Production 3776879 Dues 830008 Gifts & Contributions 350769 Repairs & Maintenance 282233 74451 94716743 1870853 11095341 22778 22778 3643388 4814515 0 0 0 0 3395030 4189237 22235301 20088084 1746151 2147217 21200270 20177362 54846443 37178180 0 550000 550000 6694229 7086954 93969142 87261584 12640806 15154159 28798761 31662046 0 0 7000000 0 5011949 4660782 53451516 51476987 X 40368803 35510478 148823 274119 40517626 35784597 93969142 87261584 X -3287486 -1445557 14 X false true true true true RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 AAFP PAC 1133 CONNECTICUT SUITE 1100 WASHINGTON DC 20036 562512251 0 0 false false true 33357698 3463780 3463780 4308703 -844923 584017 462247 121770 21651284 19625837 2025447 2147217 Closely-held equity interests Financial derivatives INVESTMENT IN POOLED FUND 37178180 F 37178180 RIGHT OF USE LEASE ASSET 2056141 DEFERRED COMP PLAN (457) 2510171 DUE FROM ACADEMY 1740 2520642 7086954 Federal Income Taxes RIGHT OF USE LEASE LIABILITY 2150611 DEFERRED COMPENSATION PLAN 457 2510171 4660782 X 92743067 -1445557 2860828 1415271 91327796 101461 0 101461 91429257 95367440 752158 752158 94615282 101461 0 101461 94716743 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote 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 XI, Line 2(d) Other revenues in audited financial statements not in form 990 RELATED ORGANIZATION REVENUE - 6023280 COST OF GOODS SOLD - 37221 ELIMINATIONS - -3199688 VARIANCE IN NET ASSET ROLLFORWARD - 15 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Related organization expenses - 3914624 Cost of Goods Sold - 37221 ELIMINATIONS - -3199688 VARIANCE IN NET ASSET ROLLFORWARD - 1 North America (Canada & Mexico only) Program Services Conferences, Conventions, and Meetings Fees for Services - Other Information Technology Employee benefit payments Education/Development Other Expenses - Production. 122260 Central America and the Caribbean Program Services Organizational Dues 279313 Europe (Including Iceland and Greenland) Program Services Conferences, Conventions, and Meetings Fees for Services - Other Information Technology Other Expenses - Production 48580 0 0 0 0 0 0 450153 0 450153 false false false false false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Cash; EUROPE (INCLUDING ICELAND AND GREENLAND)-Cash; NORTH AMERICA (CANADA & MEXICO ONLY)-Cash true AMERICAN ACADEMY OF FAMILY PHYSICIANS FND 446013671 501(C)3 73500 SUPPORT - CHFM & MATCHING CONTRIBUTION ANNALS OF FAMILY MEDICINE 010576305 501(C)3 241640 SUPPORT NATIONAL ACADEMY OF SCIENCES 530196932 501(C)3 75000 SUPPORT - PRIMARY CARE DARTNET INSTITUTE 453988852 501(C)3 10000 SUPPORT PHARMACY OF GRACE 825372375 501(C)3 10000 SUPPORT 5 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds THE AAFP PROVIDES SUPPORT AND GRANTS TO ORGANIZATIONS WHICH ARE RECOGNIZED PUBLIC CHARITIES AND RECOGNIZED PROFESSIONAL ASSOCIATIONS PRIMARILY ASSOCIATED WITH THE FAMILY MEDICINE DISCIPLINE, MEDICAL AND HEALTH CARE FIELD THAT THE AAFP MAINTAINS CONTACT WITH THE GRANTEES THROUGH ITS EXEMPT ACTIVITIES PERFORMANCE. X X true true X X X X X false true false Steve Furr BOARD CHAIR, BEGIN 9/24 340549 0 0 0 0 0 0 0 0 0 340549 0 0 0 JENNIFER BRULL PRESIDENT, BEGIN 9/24 314625 0 0 0 0 0 0 0 0 0 314625 0 0 0 TOCHI IROKU-MALIZE BOARD CHAIR, END 9/24 225345 0 0 0 0 0 0 0 0 0 225345 0 0 0 R SHAWN MARTIN CEO/EVP 706948 0 90000 0 25181 0 77634 0 4161 0 903924 0 21248 0 CHARLOTTE KERNER CFO/SVP 363649 0 250 0 4612 0 63541 0 28962 0 461014 0 1580 0 PAULA MATTHEWS CAO/SVP 366800 0 0 0 2322 0 58484 0 38065 0 465671 0 0 0 HEATHER LEITH SVP 345557 0 0 0 3323 0 62151 0 36202 0 447233 0 1001 0 JULIE WOOD SVP, RESIGNED 5/25 377990 0 0 0 8243 0 64685 0 30795 0 481713 0 3785 0 MARGOT SAVOY SVP 391151 0 0 0 3348 0 64060 0 10970 0 469529 0 2538 0 STEPHANIE QUINN SVP 376522 0 250 0 2838 0 63704 0 37621 0 480935 0 2028 0 MICHELLE EMERSON SVP, BEGIN 10/23 308775 0 0 0 2322 0 3120 0 31571 0 345788 0 0 0 STEVEN WALDREN VP 312409 0 1000 0 1242 0 57827 0 30035 0 402513 0 0 0 YALDA JABBARPOUR DIRECTOR 308080 0 0 0 810 0 55277 0 0 0 364167 0 0 0 KAREN MITCHELL VP 304010 0 0 0 3564 0 57814 0 30795 0 396183 0 0 0 HEATHER PALMER VP 275748 0 0 0 2322 0 54606 0 36071 0 368747 0 0 0 KAREN JOHNSON VP 273897 0 0 0 3564 0 53351 0 10178 0 340990 0 0 0 Schedule J, Part I, Line 1a First-class or charter travel THE 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. Schedule J, Part I, Line 1a Travel for companions THE BOARD OF DIRECTORS, OFFICERS, AND KEY EMPLOYEES ARE PROVIDED COMPANION TRAVEL. THE AMOUNT IS INCLUDED AS REPORTABLE COMPENSATION ON THE DIRECTOR'S FORM 1099 AND THE OFFICER'S AND KEY EMPLOYEE'S FORM W-2. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan R SHAWN MARTIN REPORTABLE - $21,248 DEFERRED - $23,461 CHARLOTTE KERNER REPORTABLE - $1,580 DEFERRED - $2,753 PAULA MATTHEWS REPORTABLE - $0 DEFERRED - $3,152 HEATHER LEITH REPORTABLE - $1,001 DEFERRED - $1,211 JULIE WOOD REPORTABLE - $3,785 DEFERRED - $4,060 MARGOT SAVOY REPORTABLE - $2,538 DEFERRED - $4,435 STEPHANIE QUINN REPORTABLE - $2,028 DEFERRED - $4,009 THE SUPPLEMENTAL RETIREMENT PLAN IS A NONQUALIFIED 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. SECTION 457F COMPENSATION IS TAXED IN THE YEAR OF THE VESTING, BUT THE RECIPIENT CANNOT ACCESS THE FUNDS UNTIL RETIREMENT. Form 990, Part VI, Line 15a & 15B PROCESS TO ESTABLISH COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES 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. EXECUTIVE COMPENSATION IS REVIEWED ANNUALLY. Form 990, Part VI, Line 4 Significant changes to organizational documents EFFECTIVE DATE OF MOST RECENT BYLAWS: 9/24/2024. The bylaws were amended to extend the sunset date for designated Member Constituency delegate and alternate delegate seats at the Congress of Delegates from 2025 to 2030. Form 990, Part VI, Line 6 Classes of members or stockholders THE ORGANIZATION IS A MEMBERSHIP ASSOCIATION OF FAMILY PHYSICIANS. THE CLASSES OF MEMBERSHIP INCLUDE ACTIVE, INACTIVE, LIFE, HONORARY, RESIDENT, STUDENT, SUPPORTING, INTERNATIONAL AND TRANSITIONAL. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE ORGANIZATION HAS MEMBERS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. 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 CFO OR ITS DESIGNEE. ANY QUESTIONS ARE ADDRESSED AND CORRECTIONS MADE, IF NECESSARY. A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS AND THE COMMISSION ON FINANCE AND INSURANCE PRIOR TO FILING WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy 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. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part VIII, Line 2f Other Program Service Revenue All other program service revenue - Total Revenue: 10354054, Related or Exempt Function Revenue: 10354054, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part IX, Line 11g Other Fees Professional & Outside Services - Total Expense: 9190474, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; General & Administration - Total Expense: 1572957, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances VARIANCE IN NET ASSET ROLLFORWARD - 14; Total - 14; Schedule F, Part I, Line 2 FOREIGN EXPENSE CLASSIFICATION ACTIVITIES CONDUCTED OUTSIDE THE UNITED STATES ARE TO SUPPORT PROGRAM SERVICES AND ARE NOT CONSIDERED GRANT FUNDS. ACTIVITIES ARE GENERALLY MILESTONE RELATED, PER A CONTRACT OR FEE FOR SERVICES. ACADEMY 1740 INC 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 431485548 TITLE HOLDING MO 501(c)(2) AAFP true AMERICAN ACADEMY OF FAMILY PHYS FDN 446013671 GRANTS KS 501(c)(3) 7 AAFP true AMER ACADEMY OF FAMILY PHYSICIANS PAC 1133 CONNECTICUT NW STE 1100 WASHINGTON DC 20036 562512251 PAC IL 527 AAFP true AAFP POOLED INV FD 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 431695097 ASSET MGMT MO 5531614 22036057 false true 0.33984 AAFP INSURANCE SERVICES 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 431226253 INSURANCE ADMIN KS C Corporation true true true true true false false false false false false true false false true true false true true true AMERICAN ACADEMY OF FAMILY PHYSICIANS FDN C 531315 FMV ACADEMY 1740 INC D 9035920 FMV AAFP POOLED INVESTMENT FUND A 1135054 FMV AAFP POOLED INVESTMENT FUND S 22000000 FMV AAFP INSURANCE SERVICES A 110627 FMV ACADEMY 1740 INC K 3044914 FMV AMERICAN ACADEMY OF FAMILY PHYSICIANS FND Q 1774073 FMV