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Nonprofiteer
← ANNALS OF FAMILY MEDICINE INC

Form 990 for tax year 2023

Filed by ANNALS OF FAMILY MEDICINE INC.

Totals

Total revenue
$1,089,712
Total expenses
$825,398
Contributions and grants received
$1,030,526
Grants paid
$0
Program service revenue
$9,480
Investment income
$27,598
Other revenue
$22,108
Total assets, end of year
$966,680
Total liabilities, end of year
$437,625
Net assets or fund balances, end of year
$529,055
Program services expenses (Part IX)
$659,064
Management and general expenses
$166,334
Fundraising expenses
$0
Program service expenses (Part III)
$659,064

Program services were 79.8% 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.

  • 1d · Related organizations

    $891,256

  • 1e · Government grants (contributions)

    $108,469

  • 1f · All other contributions, gifts and grants

    $30,801

  • 2a · Program service revenue: ADVERTISING

    total $6,630 · unrelated business $6,630

  • 2b · Program service revenue: PUBLICATION OF JOURNAL

    total $2,850 · related or exempt $2,850

  • 3 · Investment income

    total $27,598 · excluded $27,598

  • 5 · Royalties

    total $22,108 · excluded $22,108

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $149,950 · management and general $149,950

  • 11c · Fees: accounting

    total $12,800 · management and general $12,800

  • 11g · Fees: other

    total $544,161 · program services $544,161

  • 13 · Office expenses

    total $2,694 · program services $1,764 · management and general $930

  • 14 · Information technology

    total $57,088 · program services $57,088

  • 19 · Conferences, conventions and meetings

    total $80 · program services $80

  • 23 · Insurance

    total $4,135 · program services $1,968 · management and general $2,167

  • 24a · Other expenses: PRODUCTION & DEVELOPMEN

    total $52,642 · program services $52,642

  • 24b · Other expenses: LICENSES & OTHER FEES

    total $1,848 · program services $1,361 · management and general $487

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $8,973

  • 2 · Savings and temporary cash investments

    beginning of year $445,692 · end of year $407,960

  • 3 · Pledges and grants receivable

    beginning of year $264,741 · end of year $529,055

  • 4 · Accounts receivable

    beginning of year $627 · end of year $6,199

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,309 · end of year $14,493

  • 10a · Land, buildings and equipment: cost or other basis

    $31,250

  • 10b · Land, buildings and equipment: accumulated depreciation

    $31,250

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $126,959 · end of year $102,631

  • 19 · Deferred revenue

    beginning of year $321,669 · end of year $334,994

  • 28 · Net assets with donor restrictions

    beginning of year $264,741 · end of year $529,055

Mission and programs · 2023

Mission

THE ANNALS OF FAMILY MEDICINE IS DEDICATED TO ADVANCING KNOWLEDGE ESSENTIAL TO UNDERSTANDING AND IMPROVING HEALTH AND PRIMARY CARE. THE ORGANIZATION SUPPORTS A LEARNING COMMUNITY OF THOSE WHO GENERATE AND USE INFORMATION ABOUT HEALTH AND GENERALIST HEALTH CARE.

Activities or mission (Part I)

PUBLICATION OF A FAMILY MEDICINE JOURNAL

  • PUBLICATION OF 6 JOURNAL ISSUES ANNUALLY ONLINE.

    Expenses $659,064 · Revenue $2,850

As filed on the 2023 return.

Listed in Part VII

  • Marjorie Bowman MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Stacy Brungardt Ma Cae

    DIRECTOR

    Total calculated
    $279,264
    From this org
    $0
    From related orgs
    $279,264
    Other
    $0
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $279,264 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $279,264 related

  • Heidi Chumley MD

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Robert C Langan MD Faafp

    DIRECTOR

    Total calculated
    $3,687
    From this org
    $0
    From related orgs
    $3,687
    Other
    $0
    Hours/week
    1

  • Warren Newton MD MPH

    DIRECTOR

    Total calculated
    $953,786
    From this org
    $0
    From related orgs
    $909,185
    Other
    $44,601
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $909,185 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $31,350 related
    Nontaxable benefits
    $0 + $13,251 related
    Filer's total
    $0 + $953,786 related

  • Gerardo Moreno MD Mshs

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Samuel Ofei-Dodoo PhD Mpa Ma Cph

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Margot Savoy MD MPH Faafp

    DIRECTOR

    Total calculated
    $434,252
    From this org
    $0
    From related orgs
    $356,220
    Other
    $78,032
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $356,220 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $64,213 related
    Nontaxable benefits
    $0 + $13,819 related
    Filer's total
    $0 + $434,252 related

  • Leigh Ann Backer

    SECRETARY

    Total calculated
    $215,820
    From this org
    $0
    From related orgs
    $154,370
    Other
    $61,450
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $154,370 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $28,876 related
    Nontaxable benefits
    $0 + $32,574 related
    Filer's total
    $0 + $215,820 related

  • Belinda Vail MD Ms

    DIRECTOR

    Total calculated
    $4,250
    From this org
    $0
    From related orgs
    $4,250
    Other
    $0
    Hours/week
    1

  • Kelsie Kelly MD MPH

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Roger Zoorob MD MPH

    DIRECTOR

    Total calculated
    $6,300
    From this org
    $0
    From related orgs
    $6,300
    Other
    $0
    Hours/week
    1

  • Darren Sextro

    DIRECTOR

    Total calculated
    $278,830
    From this org
    $0
    From related orgs
    $218,935
    Other
    $59,895
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $218,935 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $48,822 related
    Nontaxable benefits
    $0 + $11,073 related
    Filer's total
    $0 + $278,830 related

  • Daniel J Van Durme MD

    PART-YEAR VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

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

None.

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

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

No itemized grants to organizations 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
6 November 2024
IRS schema version
2023v5.1
Source object
202433129349301928

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