2024-11-13T13:45:05+00:00 2023-12-31 440160260 Forvis Mazars LLP 1248 O Street Ste 1040 Lincoln NE 685081461 990 2023-01-01 446013671 AMERICAN ACADEMY OF FAMILY PHYSICIANS FDN AMER 9139066000 11400 TOMAHAWK CREEK PKWY 440 LEAWOOD KS 66211 Heather Palmer Executive Director/Secretary 9139066000 2024-11-13 true true Kristin Tynon P01063388 4024737600 2024-11-13 2023 2024-10-15 13:58:12Z HEATHER PALMER 11400 TOMAHAWK CREEK PKWY 440 LEAWOOD KS 66211 5113297 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. 20 19 0 296 0 0 3629470 2533266 0 0 2007728 2098044 -704 -1509 5636494 4629801 2328328 1551877 0 0 21000 26875 0 0 982901 2586459 2582382 4935787 4161134 700707 468667 23445539 26049790 977147 1123815 22468392 24925975 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 1440026 1092025 SEE SCHEDULE O 423361 188452 SEE SCHEDULE O 299312 186400 SEE SCHEDULE O 473825 85000 CENTER FOR HISTORY OF FAMILY MEDICINE: ESTABLISHED IN 1992, THE CENTER FOR THE HISTORY OF FAMILY MEDICINE (CHFM) PRESERVES AND SHARES 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 2023, THE CENTER: 1) HELD THE THIRD ANNUAL CHFM STUDENT AND RESIDENT ESSAY CONTEST TO ENCOURAGE FUTURE PHYSICIANS TO ENGAGE WITH THE SPECIALTY'S HISTORY TO DIRECT THE FUTURE; 2) AWARDED THE FELLOWSHIP AWARD FOR A RESEARCH PROJECT, "THE FAMILY PHYSICIAN ON TV: A REFLECTION OF SOCIETAL CHANGES, 1969-1976; 3) INTRODUCED THE ANNUAL ORAL HISTORY GRANT, WHICH AWARDS UP TO $3,000 TO ONE OR MULTIPLE PROJECTS THAT EXPAND THE CHFM ORAL HISTORY COLLECTION ON FAMILY MEDICINE AND USE ORAL HISTORY AS THE PRIMARY SOURCE; AND 4) THE NUMBER OF TOURS, REFERENCE REQUESTS, AND OTHER ENGAGEMENTS REACHED 987. 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 2023, TWO SCHOLARS OF THE FMD RAPSDI PROGRAM STARTED THEIR RESPECTIVE PROJECTS: 1) CAN PREVIOUSLY ESTABLISHED PENICILLIN ORAL CHALLENGE PROTOCOLS BE SAFELY AND EFFECTIVELY IMPLEMENTED IN PRIMARY CARE CLINICS, AND 2) CAN FINANCIAL COACHING THROUGH A MEDICAL-FINANCIAL PARTNERSHIP IMPROVE OVERALL, CARDIOMETABOLIC, MENTAL, AND FINANCIAL HEALTH (COMPARED TO A FINANCIAL EDUCATION BOOKLET CONTROL GROUP). https://www.aafpfoundation.org/our-programs/scientific-initiatives.html 473825 85000 2636524 true true 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 true true true true false true 314 0 true 0 false false false false false true true false false false false false false X 20 19 true false true false true true true true true false false true true true true true true true 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 DAVID R SMITH MD BOARD MEMBER\PRESIDENT 8.0 1.0 X X 4725 900 0 JAY-SHEREE AKUMBASE MD BOARD MEMBER\VICE PRESIDENT 8.0 1.0 X X 2725 900 0 RENEE MARKOVICH MD BOARD MEMBER\TREASURER 2.0 1.0 X X 2475 900 0 TOMAS P OWENS MD BOARD MEMBER\PRESIDENT ELECT 8.0 1.0 X X 5850 900 0 ANDREA GAVIN MD BOARD MEMBER\PHYSICIAN 2024 1.0 0.0 X 1200 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 1050 0 0 GAIL GUERRERO TUCKER MD BOARD MEMBER\ACADEMY 2024 1.0 15.0 X 0 13695 0 JAKE SANGSTER MHA BOARD MEMBER\PUBLIC 2024 1.0 0.0 X 1050 0 0 JOSEPH LATERZA MD BOARD MEMBER-RESIGNED AUG 2023 1.0 0.0 X 1200 300 0 JUSTIN BARTOS MD BOARD MEMBER\PHYSICIAN 2025 1.0 0.0 X 1350 0 0 KEITH CALLAHAN MD BOARD MEMBER\PHYSICIAN 2023 1.0 0.0 X 1050 0 0 KELLY DOUGHERTY MD BOARD MEMBER\RESIDENT 2024 1.0 0.0 X 300 0 0 KRISTINA LAGUERRE MD BOARD MEMBER\PHYSICIAN 2024 1.0 0.0 X 1050 0 0 MADELINE STANDBRIDGE MS-3 BOARD MEMBER-RESIGNED AUG 2023 1.0 0.0 X 1500 0 0 MARCI NIELSEN PHD BOARD MEMBER\PUBLIC 2023 1.0 0.0 X 900 0 0 MARY F CAMPAGNOLO MD BOARD MEMBER-RESIGNED OCT 2023 1.0 16.0 X 0 0 0 NADA MLINAREVICH MPH BOARD MEMBER\CORPORATE 2023 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 729235 108700 TAMEKA LAWRENCE MS-4 BOARD MEMBER\STUDENT 2024 1.0 0.0 X 450 0 0 TERESA LOVINS MD BOARD MEMBER\ACADEMY 2024 1.0 15.0 X 0 9500 0 HEATHER E PALMER MBA EXECUTIVE DIRECTOR 32.0 8.0 X 0 271475 89738 BRENDA GASTON ASSISTANT CONTROLLER 10.0 30.0 X 0 125067 81423 26875 1152872 279861 0 false true false AMERICAN ACADEMY OF FAMILY PHYSICIANS 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 ADMIN AND MANAGEMENT 2034045 DARTNET INSTITUTE 12635 MONTVIEW BLVD AURORA CO 80045 PROJECT MANAGEMENT 104278 2 75218 125300 0 2332748 2533266 0 0 0 0 0 2095797 2095797 0 0 412498 410251 2247 0 2247 2247 71736 75218 73245 -1509 -1509 0 0 0 0 0 4629801 0 0 2096535 X 1346377 1346377 205500 205500 26875 6800 14425 5650 31929 31929 38619 13848 24771 1983010 938692 393258 651060 32166 16558 54 15554 1462 130 823 509 66416 2814 4252 59350 88728 29742 34112 24874 163485 20753 17641 125091 39473 39473 11841 4157 7684 DESIGN AND PRINTING 61479 2899 1744 56836 OTHER PROGRAM EXPENSES 30056 5538 10445 14073 BANK CHARGES 17561 50 591 16920 MAILING SERVICES AND POSTAGE 16157 3193 -20 12984 0 0 0 0 4161134 2636524 541709 982901 2251649 2266210 0 155529 161263 218630 167099 0 0 0 0 136003 197685 455344 386508 108310 68836 18176375 20784765 2399043 2403932 0 0 0 23445539 26049790 732456 873620 55155 90701 29600 13700 0 0 159936 145794 977147 1123815 X 16679675 18428579 5788717 6497396 22468392 24925975 23445539 26049790 X 468667 1939834 49082 X false true X true false X 2322183 4239743 2804603 3629470 2533266 15529265 0 0 2322183 4239743 2804603 3629470 2533266 15529265 3653922 11875343 1919059 1731784 2460619 2008752 2095797 10216011 0 0 0 0 837 0 837 25746113 0 0.4612 0.4621 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 - , COLUMN D - 837.0, COLUMN E - , COLUMN F - 837.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 12464940 107622 2536493 13905 489328 36136 14569686 0.6918 0.1987 0.1095 false false 455344 386508 68836 68836 Investments - other securities. Investment in Affiliate 1703829 C Alternative Investments 700103 F 2403932 Other liabilities LIABILITY TO LIFE BENEFICIARY 145794 145794 9085699 1939834 3979683 5919517 3166182 38619 1425000 1463619 4629801 6628116 2505601 2505601 4122515 38619 0 38619 4161134 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 - 3979683 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 - 2505601 MINI AUCTION 146954 75218 71736 71736 1509 0 0 146954 75218 71736 71736 1509 73245 -1509 true AMERICAN ACADEMY OF FAMILY PHYSICIANS 11400 TOMAHAWK CREEK PKWY LEAWOOD KS 66211 440536051 501(C)(6) 966675 VAR PROGRAM SUPPORT THE OHIO STATE UNIVERSITY 901 WOODY HAYES DRIVE COLUMBUS OH 43201 316025986 GOVT/EDUC INST 40000 FAM MED DISCOVERS MONTEFIORE MEDICAL CENTER 1300 MORRIS PARK AVE BRONX NY 10461 131740114 501(C)3 40000 FAM MED DISCOVERS MESCO 920 PIERREMONT ROA STE 506 SHREVEPORT LA 71106 721402222 501(C)3 24942 FAMILY MEDICINE CARE UNIV OF NORTH CAROLINA CHAPEL HILL 104 AIRPORT DRIVE BOX 1220 CHAPEL HILL NC 27599 566001393 501(C)3 16500 FAMILY MEDICINE CARE SOIN FAMILY MEDICINE RESIDENCY 2145 N FAIRFIELD RD BEAVERCREEK OH 45431 270712680 501(C)3 16500 FAMILY MEDICINE CARE CLARKSTON COMMUNITY HEALTH CENTER 3700 MARKET STREET STE E1 CLARKSTON GA 30021 461402143 501(C)3 10000 FAMILY MEDICINE CARE ST MICHAEL'S MEDICAL CLINIC 1005 W 18TH ST ANNISTON AL 36201 825246184 501(C)3 10000 FAMILY MEDICINE CARE THE HEALTH UNIT ON DAVISON AVENUE 13240 WOODROW WILSON DETROIT MI 48238 371490937 501(C)3 10000 FAMILY MEDICINE CARE GREENVILLE FREE MEDICAL CLINIC PO Box 8993 GREENVILLE SC 29604 570855205 501(C)3 10000 FAMILY MEDICINE CARE LESTONNAC FREE CLINIC 1215 E CHAPMAN AVE ORANGE CA 92866 953499011 501(C)3 10000 FAMILY MEDICINE CARE HELPING HANDS HEALTH & WELLNESS CENTER 5100 KARL ROAD COLUMBUS OH 43229 205937457 501(C)3 10000 FAMILY MEDICINE CARE PARKER FAMILY HEALTH CENTER 211 SHREWSBURY AVE RED BANK NJ 07701 223619518 501(C)3 10000 FAMILY MEDICINE CARE AGAPE MEDICAL CLINIC INC PO BOX 771 WEATHERFORD OK 73096 731509181 501(C)3 10000 FAMILY MEDICINE CARE VOLUNTEERS IN MEDICINE-BERKSHIRES INC 777 MAIN STREET SUITE 4 GREAT BARRINGTON MA 01230 900140004 501(C)3 9996 FAMILY MEDICINE CARE GUADALUPE CLINIC 940 S St Francis St WICHITA KS 67211 201285208 501(C)3 9879 FAMILY MEDICINE CARE HARMONY 201 E ROOSEVELT RD LITTLE ROCK AR 72206 205691313 501(C)3 9552 FAMILY MEDICINE CARE FAMILY HEALTH FOUNDATION OF ILLINOIS 747 E BOUGHTON ROAD STE 253 BOUGHTON IL 60440 363453953 501(C)3 8250 FMCA GRANTS,EXTERNSH VOLUNTEERS IN MEDICINE-BERKSHIRE INC 113 S FRANKLIN STREET JANESVILLE WI 53548 900140004 501(C)3 8232 FAMILY MEDICINE CARE WISCONSIN AFP FOUNDATION 210 GREEN BAY ROAD THIENSVILLE WI 53092 930831288 501(C)3 8000 FMCA GRANTS THE FREE MEDICAL CLINIC OF OAK RIDGE 116 E DIVISION RD OAK RIDGE TN 37830 900715369 501(C)3 7399 FAMILY MEDICINE CARE OHIO ACADEMY OF FAMILY PHYSICIANS FOUNDATION 4075 N HIGH ST COLUMBUS OH 43214 311191776 501(C)3 7125 FMCA GRANTS,EXTERNSH NEW YORK STATE ACADEMY OF FAMILY PHYSICIANS 16 STAGE ESTATE SUITE 202 ALBANY NY 12204 150524107 501(C)(6) 6500 FMCA GRANTS,EXTERNSH OREGON ACADEMY OF FAMILY PHYSICIANS ATTN LOUISE MERRIGAN PORTLAND OR 97232 930423900 501(C)(6) 6300 FMCA GRANTS NPH USA 20 North Wacker Drive Suite 4000 CHICAGO IL 60606 651229309 501(C)3 5452 FAMILY MEDICINE CARE 21 4 Leading Physician Wellbeing Awards 7 7000 Global Health Summit Scholarships 7 3500 CHFM Scholarship 1 3000 CHFM Fellowship 1 2000 DPC Summit Scholarship 6 3600 Family Medicine Leads Scholarships 280 186400 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, formerly FMPC) 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 - 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, the AAFP National Research Network (AAFP NRN), 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 AAFP NRN members' current priorities and interests. Since May 2019, AAFP NRN, Dartnet Institute, 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 AAFP NRN leadership and external content or methods experts. false true false false false false false false false R SHAWN MARTIN BOARD MEMBER\EX-OFFICIO 0 690464 0 0 0 38771 0 83347 0 25353 0 837935 0 39594 HEATHER E PALMER MBA EXECUTIVE DIRECTOR 0 269983 0 250 0 1242 0 55964 0 33774 0 361213 0 0 BRENDA GASTON ASSISTANT CONTROLLER 0 124787 0 0 0 280 0 39489 0 41934 0 206490 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 $39,594 DEFERRED $21,248 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 4d Description of other program services (Expenses $ 473,825 including grants of $ 85,000) CENTER FOR HISTORY OF FAMILY MEDICINE: ESTABLISHED IN 1992, THE CENTER FOR THE HISTORY OF FAMILY MEDICINE (CHFM) PRESERVES AND SHARES 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 2023, THE CENTER: 1) HELD THE THIRD ANNUAL CHFM STUDENT AND RESIDENT ESSAY CONTEST TO ENCOURAGE FUTURE PHYSICIANS TO ENGAGE WITH THE SPECIALTY'S HISTORY TO DIRECT THE FUTURE; 2) AWARDED THE FELLOWSHIP AWARD FOR A RESEARCH PROJECT, "THE FAMILY PHYSICIAN ON TV: A REFLECTION OF SOCIETAL CHANGES, 1969-1976; 3) INTRODUCED THE ANNUAL ORAL HISTORY GRANT, WHICH AWARDS UP TO $3,000 TO ONE OR MULTIPLE PROJECTS THAT EXPAND THE CHFM ORAL HISTORY COLLECTION ON FAMILY MEDICINE AND USE ORAL HISTORY AS THE PRIMARY SOURCE; AND 4) THE NUMBER OF TOURS, REFERENCE REQUESTS, AND OTHER ENGAGEMENTS REACHED 987. 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 2023, TWO SCHOLARS OF THE FMD RAPSDI PROGRAM STARTED THEIR RESPECTIVE PROJECTS: 1) CAN PREVIOUSLY ESTABLISHED PENICILLIN ORAL CHALLENGE PROTOCOLS BE SAFELY AND EFFECTIVELY IMPLEMENTED IN PRIMARY CARE CLINICS, AND 2) CAN FINANCIAL COACHING THROUGH A MEDICAL-FINANCIAL PARTNERSHIP IMPROVE OVERALL, CARDIOMETABOLIC, MENTAL, AND FINANCIAL HEALTH (COMPARED TO A FINANCIAL EDUCATION BOOKLET CONTROL GROUP). https://www.aafpfoundation.org/our-programs/scientific-initiatives.html Form 990, Part VI, Line 2 Family/business relationships amongst interested persons DAVID SMITH, TOMAS OWENS, JAY SHEREE AKAMBASE, RENEE MARKOVICH, GAIL GUERRERO-TUCKER, TERESA LOVINS, R. SHAWN MARTIN, KELLY DOUGHERTY, JOSEPH LATERZA, HEATHER PALMER, AND BRENDA GASTON - Business relationship Form 990, Part VI, Line 4 Significant changes to organizational documents THE BYLAWS WERE UPDATED TO CLARIFY THAT VIRTUAL MEETINGS BY THE BOARD OF TRUSTEES OR VOTING MEMBERS WERE ACCEPTABLE METHODS FOR MEETINGS, PROVIDE FLEXIBILITY FOR THE BOARD TO FILL VACANT POSITIONS AT ITS DISCRETION, CLARIFY REQUIREMENTS FOR A SPECIAL MEETING OF THE BOARD OF TRUSTESS TO BE CALLED. 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: 1645216, Program Service Expense: 803825, Management and General Expenses: 317573, Fundraising Expenses: 523818; Other Indirect Fees - Total Expense: 337794, Program Service Expense: 134867, Management and General Expenses: 75685, Fundraising Expenses: 127242; - 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 - 1474082; FORM 990, PART III, LINE 4A PROGRAM SERVICES DESCRIPTION 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 2023, AWARDS AND GRANTS IMPACTED 37 STATE AFP CHAPTERS, 81 ORGANIZATIONS, NEARLY 1,500 RESIDENTS AND MEDICAL STUDENTS, 1,189 HEALTH PROFESSIONALS, AND AN AVERAGE OF 40 STATE AFP CHAPTER EXECUTIVES. WWW.AAFPFOUNDATION.ORG FORM 990, PART III, LINE 4B PROGRAM SERVICES DESCRIPTION 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 MILLION TO FREE HEALTH CLINICS IN 37 STATES AND ONE US TERRITORY. IN 2023, 14 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 2023, 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 135 RESIDENTS AND STUDENTS ATTENDED MEDICAL EDUCATION WORKSHOPS, NEARLY 400 PATIENTS WERE SEEN IN OUTREACH CLINICS, AND APPLIANCES WERE PURCHASED NPH HOMES THAT HOUSE APPROXIMATELY 130 CHILDREN. IN 2023 THE FMC USA RESIDENT SERVICE AWARD PROGRAM SUPPORTED TWO PROJECTS: 1) EMPOWERING A HEALTHIER COMMUNITY THROUGH A MULTIDISCIPLINARY MEDICATION NONADHERENCE INTERVENTION STRATEGY USING A SERIES OF INTERVENTIONS ON INDIVIDUAL AND ORGANIZATIONAL LEVELS TO ADDRESS MEDICATION NON-ADHERENCE AND IMPROVE OUTCOMES FOR LOW-INCOME RESIDENTS IN DAYTON, OHIO, AND 2) PROMOTING LANGUAGE EQUITY IN PRIMARY CARE CLINICS WHICH SEEKS TO DELIVER LANGUAGE EQUITY THROUGH BOTTOM-UP, ORGANIZATION-LEVEL SOLUTIONS. https://www.aafpfoundation.org/our-programs/humanitarian-initiatives.html FORM 990, PART III, LINE 4C PROGRAM SERVICES DESCRIPTION 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 2023, 280 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 AMERICAN ACADEMY OF FAMILY PHYSICIANS 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 440536051 MEDICAL ASSOC KS 501(c)(6) N/A 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 3979683 4580415 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 125300 CASH AMERICAN ACADEMY OF FAMILY PHYSICIANS B 966675 CASH AMERICAN ACADEMY OF FAMILY PHYSICIANS P 2034045 CASH