Civic Intelligence

American Academy of Family Physicians

990 • Fiscal year 2014 • EIN 44-0536051

Jun 01, 2013 to May 31, 2014 • Filed on Apr 15, 2015

11400 Tomahawk Creek ParkwaySuite66211-2672

(913) 906-6000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.40x

Higher debt load relative to assets than 57% of similar nonprofits.

2014 filings • $100M-$250M nonprofits • Source year 2014

Liabilities / Revenue

47th percentile

0.46x

Higher debt load relative to revenue than 47% of similar nonprofits.

2014 filings • $100M-$250M nonprofits • Source year 2014

Net Margin

33rd percentile

1.2%

Higher net margin than 33% of similar nonprofits.

2014 filings • $100M-$250M nonprofits • Source year 2014

Top Officer Pay

77th percentile

$728,664

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2014 filings • $100M-$250M nonprofits • Source year 2014

Asset Growth

48th percentile

4.2%

Faster asset growth than 48% of similar nonprofits.

2014 filings • $100M-$250M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$109,631,696

Up $4,462,336 (+4.2%) from 2013

Net Assets

Up

$65,603,211

Up $7,469,762 (+13%) from 2013

Liabilities

Down

$44,028,485

Down $3,007,426 (-6.4%) from 2013

Revenue

$95,592,337

No earlier filing loaded for comparison.

Expenses

Up

$94,403,247

Up $7,966,604 (+9.2%) from 2013

Net Income

$1,189,090

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2010: $88,728,062Liabilities 2010: $59,238,073Net Assets 2010: $29,489,9892010Assets 2011: $101,387,056Liabilities 2011: $48,199,453Net Assets 2011: $53,187,6032011Assets 2012: $88,786,998Liabilities 2012: $43,457,000Net Assets 2012: $45,329,9982012Assets 2013: $105,169,360Liabilities 2013: $47,035,911Net Assets 2013: $58,133,4492013Assets 2014: $109,631,696Liabilities 2014: $44,028,485Net Assets 2014: $65,603,2112014Assets 2015: $108,350,665Liabilities 2015: $47,163,648Net Assets 2015: $61,187,0172015Assets 2016: $104,870,798Liabilities 2016: $50,097,037Net Assets 2016: $54,773,7612016Assets 2017: $109,057,442Liabilities 2017: $47,050,779Net Assets 2017: $62,006,6632017Assets 2018: $110,691,450Liabilities 2018: $44,807,618Net Assets 2018: $65,883,8322018Assets 2019: $100,116,671Liabilities 2019: $45,662,780Net Assets 2019: $54,453,8912019Assets 2020: $86,975,881Liabilities 2020: $47,011,430Net Assets 2020: $39,964,4512020Assets 2021: $101,712,707Liabilities 2021: $42,200,660Net Assets 2021: $59,512,0472021Assets 2022: $105,697,691Liabilities 2022: $51,378,643Net Assets 2022: $54,319,0482022Assets 2023: $96,025,059Liabilities 2023: $54,862,353Net Assets 2023: $41,162,7062023Assets 2024: $93,969,142Liabilities 2024: $53,451,516Net Assets 2024: $40,517,6262024

Highlighted filing

2014

Assets$109,631,696
Liabilities$44,028,485
Net Assets$65,603,211

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150M$100M$50M$0-$50MExpenses 2010: $71,875,6522010Expenses 2011: $77,072,1142011Expenses 2012: $77,551,9792012Expenses 2013: $86,436,6432013Revenue 2014: $95,592,337Expenses 2014: $94,403,247Net Income 2014: $1,189,0902014Revenue 2015: $92,369,825Expenses 2015: $98,157,674Net Income 2015: -$5,787,8492015Revenue 2016: $91,596,193Expenses 2016: $90,651,584Net Income 2016: $944,6092016Revenue 2017: $100,499,768Expenses 2017: $91,807,383Net Income 2017: $8,692,3852017Revenue 2018: $91,478,664Expenses 2018: $90,633,214Net Income 2018: $845,4502018Revenue 2019: $90,289,802Expenses 2019: $96,425,940Net Income 2019: -$6,136,1382019Revenue 2020: $85,259,050Expenses 2020: $92,935,997Net Income 2020: -$7,676,9472020Revenue 2021: $80,621,577Expenses 2021: $87,462,506Net Income 2021: -$6,840,9292021Revenue 2022: $86,228,373Expenses 2022: $81,777,885Net Income 2022: $4,450,4882022Revenue 2023: $86,364,635Expenses 2023: $95,126,004Net Income 2023: -$8,761,3692023Revenue 2024: $83,188,391Expenses 2024: $90,650,853Net Income 2024: -$7,462,4622024

Highlighted filing

2014

Revenue$95,592,337
Expenses$94,403,247
Net Income$1,189,090
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Apr 15, 2015
Return Version
2013v4.0
Gross Receipts
$96,362,572
Mission and Program Overview

Mission

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.

The mission of aafp is to improve the health of patients, families and communities by serving the needs of members with professionalism and creativity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$58,163,117$66,319,303▲ $8,156,186
Cash and Non-Interest-Bearing Accounts$15,380,636$12,742,410▼ $2,638,226
Accounts Receivable$6,252,897$5,591,001▼ $661,896
Land, Buildings, and Equipment, Net$5,846,514$5,412,516▼ $433,998
Prepaid Expenses and Deferred Charges$1,642,062$1,366,985▼ $275,077
Inventories for Sale or Use$39,705$36,940▼ $2,765
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$105,169,360$109,631,696▲ $4,462,336
Other Assets Total$17,844,429$18,162,541▲ $318,112
Liabilities
Deferred Revenue$25,920,352$25,134,988▼ $785,364
Accounts Payable and Accrued Expenses$8,796,920$8,724,952▼ $71,968
Other Liabilities$9,118,639$6,768,545▼ $2,350,094
Mortgage Notes Payable Secured by Investment Property$3,200,000$3,400,000▲ $200,000
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$47,035,911$44,028,485▼ $3,007,426
Net Assets / Fund Balance
Unrestricted Net Assets$58,133,449$65,603,211▲ $7,469,762
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$58,133,449$65,603,211▲ $7,469,762
Total Liabilities and Net Assets / Fund Balance$105,169,360$109,631,696▲ $4,462,336

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,046,993$15,850,641$20,897,634
Leasehold Improvements$365,523$3,687,490$4,053,013
Other Land Buildings$0-$0
Other Assets Org$245,596--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Douglas HenleyCEO/evpFT$509,106$219,558$728,664
Terry McgeeneyPres-tfmFT$103,745$459,871$563,616
Todd DicusCOO/devpFT$334,447$104,395$438,842
Bruce BagleyMed Director - QiFT$333,926$93,907$427,833
Perry PugnoVPFT$289,733$95,706$385,439
Herbert YoungDiv DirectorFT$132,828$202,862$335,690
Stanley KozakowskiDiv DirectorFT$247,082$71,905$318,987
Ronald MartinVPFT$248,864$63,308$312,172
Donna Valponi BrookhartVPFT$231,829$79,294$311,123
Craig DoaneVPFT$233,705$76,172$309,877
Jim ArendCFO-tfmFT$239,508$66,797$306,305
Robert WatchinskiCFOFT$225,897$73,842$299,739
Julie WoodVPFT$240,682$56,385$297,067
Daniel OstergaardVPFT$14,100$254,106$268,206
Reid B BlackwelderPresidentFT$190,155$190,155$190,155
Glen R StreamBoard ChairPT$130,765-$130,765
Robert L WerginPresident-electPT$88,884-$88,884
Dale CulverCFOFT$62,714$7,736$70,450
Barbara J DotyDirectorPT$44,530-$44,530
Wanda D Filer MdDirectorPT$36,796-$36,796
John S Meigs Jr MdSpeakerPT$33,997-$33,997
Richard F Madden JrDirectorPT$29,597-$29,597
Daniel R Spogen MdDirectorPT$28,612-$28,612
Lloyd Van WinkleDirectorPT$26,608-$26,608
Sarah Tully MarksDirectorPT$26,328-$26,328
Aaron Arthur MeyerDirectorPT$22,313-$22,313
Javette C OrgainVice-speakerPT$21,147-$21,147
Ravi P Grivois-shahDirectorPT$20,238-$20,238
Carlos R GonzalesDirectorPT$18,997-$18,997
Harry Clifton Knight JrDirectorPT$12,708-$12,708
Benjamin Tate HinkleDirectorPT$12,222-$12,222
Kimberly Renee BecherDirectorPT$8,972-$8,972
Kisha Nicole DavisDirectorPT$5,880-$5,880
Michael Lawrence MungerDirectorPT$4,941-$4,941
Jeffrey J CainBoard ChairPT$3,505-$3,505
Robert a Lee MdDirectorPT$3,464-$3,464
Rebecca JaffeDirectorPT$1,500-$1,500
Yushu Jack ChouDirectorPT$600-$600

Highest Paid Contractors

ContractorServicesLocationCompensation
Freeman Audio Visual SolutionsA/v Services-$1,160,136
Brown Printing CompanyPublishing Services-$1,125,510
Accenture LLPConsulting-$769,000
Stivers Staffing ServicesStaffing Services-$600,613
University Physicians INCConsulting-$587,363
Revenue and Support

Revenue Composition

Contributions and Grants
$26,358,585
Program Service Revenue
$48,194,440
Investment Income
$3,306,238
Other Revenue
$17,733,074
Change in Net Assets
$1,189,090

Audited Revenue Reconciliation

Revenue per Audited Statements
$92,032,542
Revenue Not Reported on Financial Statements
$3,559,795
Revenue Not Reported on Form 990
$10,015,974
Other Revenue Adjustments
$3,480,652
Total Revenue per Audited Statements
$102,048,516
Total Revenue per Form 990
$95,592,337
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$49,566,153
Salaries, Compensation, and Employee Benefits$44,837,094
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$30,443,931
Fees for Services Other---$13,933,258
Conferences and Meetings---$7,817,883
Current Officers, Directors, Trustees, and Key Employees---$5,710,337
Occupancy---$5,239,182
All Other Expenses---$4,411,458
Other Employee Benefits---$4,102,577
Travel---$3,745,140
Office Expenses---$3,205,887
Payroll Taxes---$2,531,780
Depreciation Depletion---$2,369,954
Pension Plan Contributions---$2,048,469
Information Technology---$1,737,458
Advertising---$843,916
Other Expenses---$675,547
Insurance---$299,398
Fees for Services Legal---$295,925
Fees for Services Accounting---$100,940
Fees for Service Investment Mgmnt Fees---$79,143
Interest---$46,765
Total Functional Expenses$0$0$0$94,403,247

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$94,673,482
Total Expenses per Form 990$94,403,247
Expenses per Audited Statements$90,843,452
Expenses Not Reported on Form 990$3,830,030
Expenses Not Reported on Financial Statements$3,559,795
Other Expense Adjustments$3,480,652
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$2,515,037
Total Nondeductible Lobbying and Political Cost$2,515,037
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
See Part VSee Part VSee Part V--

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Defined Benefit Obligation$3,898,027
Deferred Compensation Plan 457$2,870,518
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization is a membership association of family physicians.

Form 990, Part VI, Section A, Line 7A

The organization has members who may elect one or more members of the governing body.

Form 990, Part VI, Section B, Line 11B

A copy of the form 990 was provided to the organization's governing body before it was filed. The form 990 was 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 were provided to accountant. The form 990 is then finalized and filed with the irs.

Form 990, Part VI, Section B, Line 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 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, Section B, Lines 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.

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.

Filing and Contact Details

Filer

EIN
44-0536051
In Care Of
% MARY DEGHELDER
Phone
9139066000

Signing Officer

Name
Dale Culver
Title
CFO
Phone
9139066000
Signed
2015-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Douglas Henley
Formed
1947
Legal Domicile
Il
Voting Board Members
17
Independent Board Members
17
Employees
478
Volunteers
0

Preparer

Preparer
Michael J Engle
Phone
9139066000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Change in pension liability $ 1,502,440

Form 990 Part IX Line 11G

Description:commissions total fees:1609773

Form 990 Part IX Line 11G

Description:professional service fees total fees:10838444

Form 990 Part IX Line 11G

Description:service fees total fees:1485041

Financial Statement Notes

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 XI, Line 2D and 4B

Line 2d academy 1740 revenue $ 4,143,447 cost of goods sold 587,339 pac revenue 403,428 loss on sale of capital assets 103,528 ----------- $ 5,237,742 line 4b eliminations $ 3,480,652

Schedule D, Part XII, Line 2D and 4B

Line 2d academy 1740 expenses $ 2,735,735 cost of goods sold 587,339 pac expenses 403,428 loss on sale of capital assets 103,528 ---------- $ 3,830,030 line 4b eliminations $ 3,480,652

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt34MED DIR - QI
IRS990/Form990PartVIISectionAGrp/TitleTxt35DIV DIR
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$94.0$53.5$40.5$83.2$90.7$7.46
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$96.0$54.9$41.2$86.4$95.1$8.76
2022Detailed filing. Detailed filing data is available for this year.$106$51.4$54.3$86.2$81.8$4.45
2021Detailed filing. Detailed filing data is available for this year.$102$42.2$59.5$80.6$87.5$6.84
2020Detailed filing. Detailed filing data is available for this year.$87.0$47.0$40.0$85.3$92.9$7.68
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$100$45.7$54.5$90.3$96.4$6.14
2018Detailed filing. Detailed filing data is available for this year.$111$44.8$65.9$91.5$90.6$0.85
2017Detailed filing. Detailed filing data is available for this year.$109$47.1$62.0$100$91.8$8.69
2016Detailed filing. Detailed filing data is available for this year.$105$50.1$54.8$91.6$90.7$0.94
2015Detailed filing. Detailed filing data is available for this year.$108$47.2$61.2$92.4$98.2$5.79
2014Detailed filing. Detailed filing data is available for this year.$110$44.0$65.6$95.6$94.4$1.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$105$47.0$58.1$86.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$88.8$43.5$45.3$77.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$101$48.2$53.2$77.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$88.7$59.2$29.5$71.9