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← ASSOCIATION OF FAMILY MEDICINE RESIDENCY DIRECTORS

Form 990 for tax year 2023

Filed by ASSOCIATION OF FAMILY MEDICINE RESIDENCY DIRECTORS.

Totals

Total revenue
$1,251,375
Total expenses
$1,134,903
Contributions and grants received
$42,857
Grants paid
$128,880
Program service revenue
$818,652
Investment income
$389,866
Other revenue
$0
Total assets, end of year
$7,148,581
Total liabilities, end of year
$659,101
Net assets or fund balances, end of year
$6,489,480
Program services expenses (Part IX)
$799,653
Management and general expenses
$335,250
Fundraising expenses
$0
Program service expenses (Part III)
$799,653

Program services were 70.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $42,857

  • 2a · Program service revenue: MEETINGS & WORKSHOPS

    total $326,667 · related or exempt $326,667

  • 2b · Program service revenue: MEMBERSHIP DUES

    total $314,771 · related or exempt $314,771

  • 2c · Program service revenue: SUBSCRIPTIONS

    total $177,214 · related or exempt $177,214

  • 3 · Investment income

    total $253,961 · unrelated business $24,291 · excluded $229,670

  • 7a · Gross sales of assets other than inventory

    securities $958,300

  • 7b · Less cost or other basis and sales expenses

    securities $822,395

  • 7c · Gain or loss

    securities $135,905

  • 7d · Net gain or loss

    total $135,905 · excluded $135,905

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $128,880 · program services $128,880

  • 5 · Compensation of officers, directors and key employees

    total $147,087 · program services $102,961 · management and general $44,126

  • 11b · Fees: legal

    total $43 · management and general $43

  • 11c · Fees: accounting

    total $26,259 · management and general $26,259

  • 11f · Fees: investment management

    total $57,819 · management and general $57,819

  • 11g · Fees: other

    total $155,285 · program services $108,700 · management and general $46,585

  • 13 · Office expenses

    total $125,439 · program services $46,158 · management and general $79,281

  • 14 · Information technology

    total $33,677 · program services $21,272 · management and general $12,405

  • 17 · Travel

    total $174,524 · program services $136,418 · management and general $38,106

  • 19 · Conferences, conventions and meetings

    total $278,453 · program services $254,492 · management and general $23,961

  • 23 · Insurance

    total $1,644 · management and general $1,644

  • 24a · Other expenses: TAXES & LICENSES

    total $4,500 · management and general $4,500

  • 24b · Other expenses: HONORS, AWARDS, & GIFTS

    total $887 · program services $569 · management and general $318

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $406 · program services $203 · management and general $203

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $301,813 · end of year $282,156

  • 2 · Savings and temporary cash investments

    beginning of year $512,886 · end of year $589,725

  • 4 · Accounts receivable

    beginning of year $26,147 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $32,970 · end of year $5,446

  • 11 · Investments: publicly traded securities

    beginning of year $5,646,149 · end of year $5,904,507

  • 12 · Investments: other securities

    end of year $366,747

  • 17 · Accounts payable and accrued expenses

    beginning of year $95,163 · end of year $66,044

  • 18 · Grants payable

    beginning of year $86,662 · end of year $88,552

  • 19 · Deferred revenue

    beginning of year $485,030 · end of year $504,505

  • 27 · Net assets without donor restrictions

    beginning of year $5,853,110 · end of year $6,489,480

Mission and programs · 2023

Mission

THE ASSOCIATION OF FAMILY MEDICINE RESIDENCY DIRECTORS INSPIRES AND EMPOWERS FAMILY MEDICINE RESIDENCY PROGRAM DIRECTORS TO ACHIEVE EXCELLENCE IN FAMILY MEDICINE RESIDENCY TRAINING.

Activities or mission (Part I)

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.

  • 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.

    Expenses $269,307

  • 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.

    Expenses $18,561 · Revenue $177,214

  • THE ORGANIZATION PARTICIPATES IN NUMEROUS ORGANIZATIONAL RELATIONSHIPS THAT ENHANCE FAMILY MEDICINE RESIDENCY EDUCATION AND ADDRESS COMMON ISSUES OF INTEREST AND CONCERN.

    Expenses $332,464 · Grants $80,052

  • 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.

    Expenses $179,321 · Grants $48,828 · Revenue $641,438

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Donald Raj Woolever MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Grace Chen Yu MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Waits MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kelsie Kelly MD

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Kim Stutzman MD

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Kristina Diaz MD

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Parastou Farhadian MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Santina Wheat MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sarah Cole Do

    PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    1

  • Lisa Ochs

    EXECUTIVE DIRECTOR

    Total calculated
    $50,628
    From this org
    $41,804
    From related orgs
    $0
    Other
    $8,824
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $41,804
    Bonus
    $0
    Other
    $0
    Deferred
    $6,042
    Nontaxable benefits
    $2,782
    Filer's total
    $50,628

  • Mikala Moreau

    EXECUTIVE DIRECTOR

    Total calculated
    $63,672
    From this org
    $41,791
    From related orgs
    $0
    Other
    $21,881
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $41,791
    Bonus
    $0
    Other
    $0
    Deferred
    $10,039
    Nontaxable benefits
    $11,842
    Filer's total
    $63,672

  • Neil Robertson

    DEPUTY EXECUTIVE DIRECTOR

    Total calculated
    $32,787
    From this org
    $32,787
    From related orgs
    $0
    Other
    $0
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $32,787
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $32,787

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
9 September 2024
IRS schema version
2023v5.1
Source object
202402559349300915

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