2023-11-08T09:59:55-06:00 2022-12-31 481195228 KELLER & OWENS LLC 10955 LOWELL AVE STE 800 OVERLAND PARK KS 66210 990 2022-01-01 431559340 ASSOCIATION OF FAMILY MEDICINE RESIDENCY DIRECTORS ASSO 9139066105 11400 TOMAHAWK CREEK PARKWAY 670 LEAWOOD KS 66211 LISA OCHS EXECUTIVE DIRECTOR 9139066105 2023-11-03 1 LISA OCHS 999009999 0 RICH A BILI P00310364 9133383500 2023-10-31 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LISA OCHS 11400 TOMAHAWK CREEK PARKWAY 670 LEAWOOD KS 66211 3567259 0 X WWW.AFMRD.ORG X 1990 MO THE ORGANIZATION'S PRIMARY PURPOSE IS TO PROMOTE EXCELLENCE IN FAMILY MEDICINE GRADUATE MEDICAL EDUCATION IN ORDER TO MEET THE HEALTH CARE NEEDS OF THE AMERICAN PUBLIC. 9 9 0 40 22024 17800 42857 42857 578467 819877 644040 273722 0 0 1265364 1136456 109753 155572 0 0 80103 96476 0 0 0 542206 837079 732062 1089127 533302 47329 7223781 6519965 630991 666855 6592790 5853110 X THE ASSOCIATION OF FAMILY MEDICINE RESIDENCY DIRECTORS INSPIRES AND EMPOWERS FAMILY MEDICINE RESIDENCY PROGRAM DIRECTORS TO ACHIEVE EXCELLENCE IN FAMILY MEDICINE RESIDENCY TRAINING. 0 0 190359 THE NATIONAL INSTITUTE FOR PROGRAM DIRECTOR DEVELOPMENT (NIPDD) PROVIDES INSTRUCTION, EDUCATION AND FORMATIVE EXPERIENCES FOR OUR MEMBERS THROUGH A FELLOWSHIP DESIGNED FOR FAMILY PHYSICIAN EDUCATORS WHO WANT TO ENHANCE AND DEVELOP LEADERSHIP SKILLS. 62718 58700 158100 THE CLINIC FIRST COLLABORATIVE STARTED IN FEBRUARY OF 2018. IT IS A COHORT OF PROGRAMS WORKING WITH AFMRD AND CONSULTANTS FOR THE CENTER FOR EXCELLENCE IN PRIMARY CARE LOOKING FOR INNOVATION IN RESIDENT PHYSICIANS' CLINIC EXPERIENCE. ONE IN-PERSON MEETING AND SIX WEBINARS COMPRISE THE COLLABORATIVE. 309297 41462 5295 THE ORGANIZATION PARTICIPATES IN NUMEROUS ORGANIZATIONAL RELATIONSHIPS THAT ENHANCE FAMILY MEDICINE RESIDENCY EDUCATION AND ADDRESS COMMON ISSUES OF INTEREST AND CONCERN. 196288 55410 656482 THE ORGANIZATION ENGAGES IN SEVERAL SPECIAL PROJECTS INCLUDING THE AFMRD WEBSITE (WWW.AFMRD.ORG) AND THE PD TOOLBOX PROJECT. THESE PROJECTS PROVIDE FAMILY MEDICINE RESIDENCY PROGRAMS WITH NUMEROUS TOOLS TO ENHANCE EDUCATION. THE ORGANIZATION IS DEVELOPING A NATIONAL CURRICULUM FOR FAMILY MEDICINE RESIDENCY PROGRAMS. 196288 55410 656482 758662 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 24 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 1 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 9139066105 11400 TOMAHAWK CREEK PARKWAY 670 LEAWOOD KS 66211 JOHN WAITS MD DIRECTOR 1.00 X 0 0 0 KELSIE KELLY MD DIRECTOR 1.00 X 0 0 0 KEVIN JOHNSON MD DIRECTOR 1.00 X 0 0 0 KRISTINA DIAZ MD PRESIDENT ELECT 1.00 X X 0 0 0 SARAH COLE DO TREASURER 1.00 X X 0 0 0 WENDY BARR MD PAST PRESIDENT 1.00 X X 0 0 0 KIM STUTZMAN MD PRESIDENT 1.00 X X 0 0 0 KAREN ELIZA MILIAN OLMOS MD MPH DIRECTOR 1.00 X 0 0 0 GRACE CHEN YU MD DIRECTOR 1.00 X 0 0 0 DEANNE ST GEORGE EXECUTIVE DIRECTOR 35.00 X 23548 0 9646 MIKALA MOREAU EXECUTIVE DIRECTOR 35.00 X 25390 0 6142 MARY THEOBALD INTERIM EXECUTIVE DIRECTOR 20.00 X 31750 0 0 80688 0 15788 0 0 0 1 0 42857 42857 MEMBERSHIP DUES 611710 331980 331980 MEETINGS & WORKSHOPS 611710 324502 324502 SUBSCRIPTIONS 611710 158100 158100 CAFM SUPPORT 541900 2920 2920 AWARD PROGRAM 541900 2375 2375 819877 329821 22024 307797 2374704 2430803 -56099 -56099 -56099 1136456 819877 22024 251698 X 155572 155572 96476 67533 28943 841 841 24822 24822 58845 58845 187381 121232 66149 99658 54107 45551 26227 14653 11574 128874 78412 50462 273691 266453 7238 11149 11149 HONORS, AWARDS, & GIFTS 17680 470 17210 TAXES & LICENSES 7451 7451 DUES & SUBSCRIPTIONS 460 230 230 1089127 758662 330465 0 X 403087 301813 1057872 512886 26147 89527 32970 5673295 5646149 7223781 6519965 89633 95163 37091 86662 504267 485030 630991 666855 X 6592790 5853110 6592790 5853110 7223781 6519965 47329 -787009 0 X 0 1 X 1 0 X 71429 42857 42857 157143 753158 763844 665728 578467 819877 3581074 753158 763844 737157 621324 862734 3738217 0 0 0 3738217 121773 144969 113733 181021 307797 869293 121773 144969 113733 181021 307797 869293 4512 15154 50399 35419 22024 127508 916 916 879443 924883 901289 837764 1192555 4735934 0.78930 0.82120 0.18360 0.15240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53910 53910 704752 758662 138799 34700 0 0 136413 165341 98574 138799 539127 808691 49336 50815 52340 53910 206401 34103 41335 24644 34700 134782 202173 0 X 290602 -787009 -787009 1077611 58845 58845 1136456 1030282 0 1030282 58845 58845 1089127 PART X, LINE 2: THE ASSOCIATION'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION THAT IS BENEFICIAL TO THE ASSOCIATION, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION TAKEN BY MANAGEMENT WITH RESPECT TO THE TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF DECEMBER 31, 2022 AND, ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED. 1 SOCIETY OF TEACHERS OF FAMILY MEDICINE 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 431026492 501(C)(6) 57910 0 FAMILY PHYSICIAN TRAINING ANNALS OF FAMILY MEDICINE 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 010576305 501(C)(3) 37462 0 RESIDENT RESEARCH AMERICAN ACADEMY OF FAMILY PHYSICIANS 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 440536051 501(C)(6) 60200 0 FELLOWSHIP PROGRAM 1 2 PART I, LINE 2: IN REGARD TO GRANTS TO ORGANIZATIONS, ALL OF THE ORGANIZATIONS TO WHOM GRANTS HAVE BEEN MADE ARE TAX-EXEMPT ORGANIZATIONS AND HAVE PREVIOUSLY ESTABLISHED LONG STANDING RELATIONSHIPS WITH AFMRD. AFMRD IS SUFFICIENTLY FAMILIAR WITH THE CHARITABLE PURPOSES, WORKS WITH KEY PERSONNEL OF SUCH ORGANIZATIONS, AND THROUGH PERSONAL COMMUNICATIONS WITH THE KEY PERSONNEL OF THESE ORGANIZATIONS, AFMRD HAS A REASONABLY BASED CONFIDENCE THAT SUCH ORGANIZATIONS HAVE IN THE PAST, AND WILL IN THE FUTURE, USE THE FUNDS OF AFMRD FOR THE INTENDED CHARITABLE PURPOSES. 1 X X 0 0 0 0 0 0 0 0 0 DEANNE ST GEORGE EXECUTIVE DIRECTOR 23548 0 0 0 0 0 0 0 9646 0 33194 0 0 0 MARY THEOBALD INTERIM EXECUTIVE DIRECTOR 31750 0 0 0 0 0 0 0 0 0 31750 0 0 0 MIKALA MOREAU EXECUTIVE DIRECTOR 25390 0 0 0 0 0 0 0 6142 0 31532 0 0 0 FORM 990, SCHEDULE J, PART II THE INDIVIDUALS LISTED ON PART II RECEIVE COMPENSATION FROM AMERICAN ACADEMY OF FAMILY PHYSICIANS. THE ORGANIZATION THEN REIMBURSES AMERICAN ACADEMY OF FAMILY PHYSICIANS THROUGH AN ADMINISTRATIVE SERVICES AGREEMENT FOR THE SERVICES. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION'S OFFICERS ARE PAID THROUGH AMERICAN ACADEMY OF FAMILY PHYSICIANS (AAFP). THE ORGANIZATION THEN REIMBURSES AAFP THROUGH AN ADMINISTRATIVE SERVICES AGREEMENT. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS WERE AMENDED TO REQUIRE THAT CANDIDATES FOR BOARD POSITION MUST BE A MEMBER OF THE ORGANIZATION FOR AT LEAST 2 YEARS AND MUST BE A CURRENT RESIDENCY DIRECTOR MEMBER. FORM 990, PART VI, SECTION A, LINE 6 ANY DESIGNATED DIRECTOR OF A FAMILY MEDICINE RESIDENCY OR 1-2 TRACK/PROGRAM ACCREDITED BY THE ACCREDITATION COUNCIL ON GRADUATE MEDICAL EDUCATION (ACGME) MAY BECOME A MEMBER OF THIS ORGANIZATION UPON PAYMENT OF DUES AND/OR OTHER CRITERIA AS MAY BE ESTABLISHED FROM TIME TO TIME BY THE BOARD OF DIRECTORS. ASSOCIATE DIRECTORS FOR FAMILY MEDICINE RESIDENCY PROGRAMS ARE ALSO ELIGIBLE FOR MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE ORGANIZATION ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B ANY CHANGES TO THE ORGANIZATION'S BYLAWS MUST BE APPROVED BY THE MEMBERSHIP. OTHER ORGANIZATION DECISIONS ARE MADE BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED WITH THE BOARD OF DIRECTORS AND THE FINANCE COMMITTEE OF AFMRD. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS AND STAFF ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. THEIR SIGNATURES INDICATE UNDERSTANDING AND COMPLIANCE WITH THE ORGANIZATION'S POLICY. QUESTIONS REGARDING CONFLICT OF INTEREST ARE ALSO INCLUDED IN THE ANNUAL FRAUD AND RISK ASSESSMENT PROCESS, WHICH IS CONDUCTED BY THE TREASURER. FORM 990, PART VI, SECTION B, LINE 15 THE OFFICERS OF THE ORGANIZATION ARE PAID BY AMERICAN ACADEMY OF FAMILY PHYSICIANS (AAFP). THE ORGANIZATION THEN REIMBURSES AAFP FOR THE SERVICES THROUGH AN ADMINISTRATIVE SERVICES AGREEMENT. AAFP ANNUALLY REVIEWS SALARIES AND PERIODICALLY PERFORMS MARKET COMPENSATION STUDIES FOR SIMILAR POSITIONS IN THE RELEVANT GEOGRAPHIC AREA. THE ORGANIZATION'S DIRECTORS APPROVE THE ADMINISTRATIVE SERVICE AGREEMENT. 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. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 121,232. MANAGEMENT AND GENERAL EXPENSES 51,956. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 173,188. GOVERNANCE CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 14,193. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,193. ANNALS OF FAMILY MEDICINE 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 010576305 PUBLICATION OF FAMILY MEDICINE JOURNAL KS 501(C)(3) LINE 12C, III-FI N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0