2025-04-10T14:58:41+00:00 2024-05-31 440160260 Forvis Mazars LLP 1248 O Street Ste 1040 Lincoln NE 685081461 990 2023-06-01 440536051 AMERICAN ACADEMY OF FAMILY PHYSICIANS AMER 9139066000 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 662112672 Charlotte Kerner CFO / SVP 9139066000 2025-04-10 true true Kristin Tynon P01063388 4024737600 2025-04-15 2023 2025-03-06 01:10:19Z R SHAWN MARTIN 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 662112672 83420293 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 17 407 0 4440899 70577 34067143 33349079 44035313 42025464 4210926 4374565 4051253 3439283 86364635 83188391 428354 427652 0 0 49545877 48226052 0 0 0 45151773 41997149 95126004 90650853 -8761369 -7462462 96025060 93969142 54862353 53451516 41162707 40517626 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 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 true true true true true 851 0 true 407 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 KS X JENNY CLEMONS 9139066000 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 DARON GERSCH VICE SPEAKER 15.0 X X 24141 0 0 JENNIFER BRULL PRESIDENT-ELECT, BEGIN 10/23 24.0 X X 94578 0 0 RUSSELL KOHL SPEAKER 18.0 X X 24575 0 0 STERLING RANSONE BOARD CHAIR, END 10/23 27.0 X X 201710 0 0 STEVE FURR PRESIDENT, BEGIN 10/23 40.0 X X 283455 0 0 TOCHI IROKU-MALIZE BOARD CHAIR, BEGIN 10/23 27.0 X X 251041 0 0 CHASE MUSSARD DIRECTOR, END 10/23 15.0 X 23903 0 0 GAIL GUERRERO-TUCKER DIRECTOR 15.0 X 13695 0 0 JANET NWAUKONI DIRECTOR, BEGIN 10/23 15.0 X 10075 0 0 JAY LEE DIRECTOR 15.0 X 9126 0 0 JEFFREY ZAVALA DIRECTOR, BEGIN 10/23 15.0 X 2818 0 0 KAREN SMITH DIRECTOR 15.0 X 28750 0 0 KISHA DAVIS DIRECTOR 15.0 X 13450 0 0 MARY CAMPAGNOLO DIRECTOR, END 10/23 15.0 X 0 0 0 MATTHEW ADKINS DIRECTOR, BEGIN 10/23 15.0 X 7590 0 0 PATRICK BRENT SMITH DIRECTOR, BEGIN 10/23 15.0 X 1950 0 0 RICHARD EASTERLING DIRECTOR, END 10/23 15.0 X 17515 0 0 RUPAL BHINGRADIA DIRECTOR, END 10/23 15.0 X 13250 0 0 SARAH NOSAL DIRECTOR 15.0 X 8613 0 0 SARAH SAMS DIRECTOR, BEGIN 10/23 15.0 X 4200 0 0 TAREE CHADWICK DIRECTOR, BEGIN 10/23 15.0 X 14111 0 0 TERESA LOVINS DIRECTOR 15.0 X 9500 0 0 TODD SHAFFER DIRECTOR, END 10/23 15.0 X 17848 0 0 CHARLOTTE KERNER CFO/SVP 40.0 1.0 X 343313 0 100505 HEATHER LEITH SVP 40.0 1.0 X 339007 0 85353 PAULA MATTHEWS CAO/SVP, BEGIN 7/23 40.0 1.0 X 288850 0 93266 R SHAWN MARTIN CEO/EVP 40.0 1.0 X 729235 0 108701 SHANNON SCOTT CSO/DEVP, RESIGNED 7/23 40.0 1.0 X 761242 0 58143 JULIE WOOD SVP 40.0 X 375661 0 96031 MARGOT SAVOY SVP 40.0 X 356220 0 78032 STEPHANIE QUINN SVP 40.0 X 347328 0 100789 HEATHER PALMER VP 40.0 X 271475 0 89738 KAREN JOHNSON VP 40.0 X 268099 0 60937 KAREN MITCHELL VP 40.0 X 301610 0 89802 STEVEN WALDREN VP 40.0 X 305456 0 88847 YALDA JABBARPOUR DIRECTOR 40.0 X 299942 0 53885 6063332 0 1104029 102 false true false FREEMAN PO BOX 734596 DALLAS TX 75373 CONVENTION SERVICES 1684058 QUADGRAPHICS 500 1ST AVE PITTSBURGH PA 15264 PRINTING SERVICES 1215811 OVG HOSPITALITY 150 Rouse Boulevard Third Floor PHILADELPHIA PA 19112 CATERING SERVICES 1089296 DANIEL J EDELMAN INC 111 N CANAL ST STE 1100 CHICAGO IL 60606 PR SERVICES 932150 ON SERVICES PO BOX 74007063 CHICAGO IL 60674 MEDIA SERVICES 917187 49 32497455 851624 33349079 Publications 541800 7268630 2843390 4425240 Subscription Income 561499 3221958 3221958 Courses & Program 561499 15690784 15690784 Meeting 561499 559949 559949 Exhibit Income 561499 3284221 3284221 11999922 11999922 0 0 42025464 2071383 2071383 2916838 15659 2901179 283554 283554 0 283554 283554 2484885 115023 66680 2369862 -66680 2303182 2303182 74115 50199 23916 23916 Miscellaneous Revenue 900099 214975 214975 0 0 0 0 214975 83188391 37624140 4440899 7774273 427652 7187260 32103661 1995784 4336913 2602434 109105 101411 3418835 115022 6717911 1277310 1480824 4355937 4535679 2728879 10516679 418882 946465 266158 Production 3503650 Dues 635931 Repairs & Maintenance 351795 Miscellaneous 268015 248661 90650853 1728694 1870853 108188 22778 5477794 3643388 0 0 0 0 3169092 3395030 21281854 19535703 1833361 1746151 18253662 21200270 57889691 54846443 0 550000 550000 7014578 6694229 96025060 93969142 14965564 12640806 27608903 28798761 0 0 6500000 7000000 5787886 5011949 54862353 53451516 X 40908538 40368803 254168 148823 41162706 40517626 96025059 93969142 -7462462 6817382 0 X false true X true true true RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 false AAFP PAC 1133 CONNECTICUT SUITE 1100 WASHINGTON DC 20036 562512251 0 0 false false true 32497455 3418835 3418835 4874618 -1455783 517323 450965 66358 20764531 19084738 1679793 1746151 INVESTMENT IN POOLED FUND 54846443 F 54846443 RIGHT OF USE LEASE ASSET 2408985 DEFERRED COMP PLAN (457) 2397717 DUE FROM ACADEMY 1740 1887527 6694229 RIGHT OF USE LEASE LIABILITY 2614232 DEFERRED COMPENSATION PLAN 457 2397717 5011949 X 93289365 6817382 3398614 10215996 83073369 115022 0 115022 83188391 91205639 669808 669808 90535831 115022 0 115022 90650853 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 - 6584223 COST OF GOODS SOLD - 50199 ELIMINATIONS - -3235808 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 RELATED ORGANIZATION EXPENSES - 3855425 COST OF GOODS SOLD - 50199 ELIMINATIONS - -3235808 VARIANCE IN NET ASSET ROLLFORWARD - -8 North America (Canada & Mexico only) Program Services Conferences, Conventions, and Meetings Fees for Services - Other Information Technology Employee benefit payments Education/Development 666540 Central America and the Caribbean Program Services Organizational Dues 133562 Europe (Including Iceland and Greenland) Program Services Conferences, Conventions, and Meetings Fees for Services - Other Information Technology Other Expenses - Production 43256 South Asia Program Services Fees for Services - Other 623 0 0 0 0 0 0 843981 0 843981 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; SOUTH ASIA-Cash true AMERICAN ACADEMY OF FAMILY PHYSICIANS FND 11400 TOMAHAWK CREEK PARKWAY SUITE 440 LEAWOOD KS 66211 446013671 501(C)(3) 39235 CASH SUPPORT - CHFM & MATCHING CONTRIBUTION ANNALS OF FAMILY MEDICINE 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 010576305 501(C)(3) 260417 Cash SUPPORT NATIONAL ACADEMY OF SCIENCES 500 FIFTH ST NW KECK 1057 WASHINGTON DC 20001 530196932 501(C)(3) 75000 CASH SUPPORT - PRIMARY CARE GREATER HORIZONS 1055 BROADWAY BLVD STE 130 KANSAS CITY MO 64105 200849590 501(C)(3) 53000 CASH MATCHING GIFT PROGRAM 4 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 true true false TOCHI IROKU-MALIZE BOARD CHAIR, BEGIN 10/23 251041 0 0 0 0 0 0 0 0 0 251041 0 0 0 STEVE FURR PRESIDENT, BEGIN 10/23 283455 0 0 0 0 0 0 0 0 0 283455 0 0 0 STERLING RANSONE BOARD CHAIR, END 10/23 201710 0 0 0 0 0 0 0 0 0 201710 0 0 0 R SHAWN MARTIN CEO/EVP 690464 0 0 0 38771 0 83348 0 25353 0 837936 0 36594 0 CHARLOTTE KERNER CFO/SVP 335031 0 0 0 8282 0 63680 0 36825 0 443818 0 5960 0 SHANNON SCOTT CSO/DEVP, RESIGNED 7/23 257945 0 0 0 503297 0 36589 0 21554 0 819385 0 24688 0 PAULA MATTHEWS CAO/SVP, BEGIN 7/23 286564 0 0 0 2286 0 55648 0 37618 0 382116 0 0 0 HEATHER LEITH SVP 330345 0 500 0 8162 0 63101 0 22252 0 424360 0 5840 0 JULIE WOOD SVP 360130 0 500 0 15031 0 65709 0 30322 0 471692 0 10448 0 MARGOT SAVOY SVP 352499 0 0 0 3721 0 64213 0 13819 0 434252 0 2911 0 STEPHANIE QUINN SVP 340681 0 0 0 6647 0 63615 0 37174 0 448117 0 6107 0 STEVEN WALDREN VP 302242 0 0 0 3214 0 59285 0 29562 0 394303 0 1972 0 KAREN MITCHELL VP 296481 0 250 0 4879 0 59480 0 30322 0 391412 0 1315 0 YALDA JABBARPOUR DIRECTOR 299152 0 250 0 540 0 53885 0 0 0 353827 0 0 0 HEATHER PALMER VP 269983 0 250 0 1242 0 55964 0 33774 0 361213 0 0 0 KAREN JOHNSON VP 264535 0 0 0 3564 0 50584 0 10353 0 329036 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. 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 4a Severance or change-of-control payment SHANNON SCOTT - SEVERANCE PAYMENT UPON SEPARATION - $437,500 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan R SHAWN MARTIN REPORTABLE - $36,549 DEFERRED - $21,248 SHANNON SCOTT REPORTABLE - $24,688 DEFERRED - $0 CHARLOTTE KERNER REPORTABLE - $5,960 DEFERRED - $1,580 HEATHER LEITH REPORTABLE - $5,840 DEFERRED - $1,001 JULIE WOOD REPORTABLE - $10,448 DEFERRED - $3,785 MARGOT SAVOY REPORTABLE - $2,911 DEFERRED - $2,538 STEPHANIE QUINN REPORTABLE - $6,107 DEFERRED - $12,028 STEVEN WALDREN REPORTABLE - $1,972 DEFERRED - $0 KAREN MITCHELL REPORTABLE - $1,315 DEFERRED - $0 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: 10/27/2023. THE BYLAWS WERE CHANGED TO ESTABLISH A NOMINATING COMMITTEE IN THE BYLAWS AND TO ALLOW FOR OTHER MATTERS REGARDING ITS SPECIFIC OPERATIONS TO BE DETAILED IN THE STANDING RULES. 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 Miscellaneous - Total Revenue: 11999922, Related or Exempt Function Revenue: 11999922, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; 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 N/A 3655392 38586902 false 0 true 0.5041 AAFP INSURANCE SERVICES 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 431226253 INSURANCE ADMIN KS N/A 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 851624 FMV ACADEMY 1740 INC D 10630494 FMV AAFP POOLED INVESTMENT FUND A 1341820 FMV AAFP POOLED INVESTMENT FUND S 11000000 FMV AAFP INSURANCE SERVICES A 15659 FMV ACADEMY 1740 INC K 3035758 FMV AMERICAN ACADEMY OF FAMILY PHYSICIANS FND Q 2443258 FMV