Form 990 for tax year 2022

Revenue

Part VIII, the statement of revenue.

• 1b · Membership dues

  $32,266,766

• 1d · Related organizations

  $1,800,377

• 1f · All other contributions, gifts and grants

  $0

• 2a · Program service revenue: Publications

  total $8,088,262 · related or exempt $2,817,466 · unrelated business $5,270,796

• 2b · Program service revenue: Subscription Income

  total $3,476,046 · related or exempt $3,476,046

• 2c · Program service revenue: Courses & Program

  total $15,850,742 · related or exempt $15,850,742

• 2d · Program service revenue: Meeting

  total $504,828 · related or exempt $504,828

• 2e · Program service revenue: Exhibit Income

  total $3,003,150 · related or exempt $3,003,150

• 2f · All other program service revenue

  total $13,112,285 · related or exempt $13,112,285

• 3 · Investment income

  total $2,202,448 · excluded $2,202,448

• 4 · Income from investment of tax-exempt bond proceeds

  total $0

• 5 · Royalties

  total $2,989,719 · unrelated business $175,145 · excluded $2,814,574

• 6a · Gross rents

  real property $282,118

• 6b · Less rental expenses

  personal property $0

• 6c · Rental income or loss

  real property $282,118 · personal property $0

• 6d · Net rental income or loss

  total $282,118 · excluded $282,118

• 7a · Gross sales of assets other than inventory

  securities $2,200,120 · other assets $0

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

  securities $119,299 · other assets $72,343

• 7c · Gain or loss

  securities $2,080,821 · other assets -$72,343

• 7d · Net gain or loss

  total $2,008,478 · excluded $2,008,478

• 8a · Fundraising events: gross income

  $0

• 8b · Fundraising events: direct expenses

  $0

• 8c · Net income from fundraising events

  total $0

• 9a · Gaming: gross income

  $0

• 9b · Gaming: direct expenses

  $0

• 9c · Net income from gaming

  total $0

• 10a · Gross sales of inventory

  $974,995

• 10b · Cost of goods sold

  $500,733

• 10c · Net income from sales of inventory

  total $474,262 · related or exempt $474,262

• 11a · Other revenue: Miscellaneous Revenue

  total $305,154 · excluded $305,154

• 11e · Other revenue, total

  $305,154

Functional expenses

Part IX, the statement of functional expenses.

• 1 · Grants to domestic organizations and governments

  total $428,354

• 2 · Grants to domestic individuals

  total $0

• 3 · Grants to foreign organizations and individuals

  total $0

• 4 · Benefits paid to or for members

  total $0

• 5 · Compensation of officers, directors and key employees

  total $6,676,793

• 6 · Compensation of disqualified persons

  total $0

• 7 · Other salaries and wages

  total $31,694,865

• 8 · Pension plan contributions

  total $3,585,925

• 9 · Other employee benefits

  total $4,990,618

• 10 · Payroll taxes

  total $2,597,676

• 11a · Fees: management

  total $0

• 11b · Fees: legal

  total $283,048

• 11c · Fees: accounting

  total $87,046

• 11d · Fees: lobbying

  total $3,139,094

• 11e · Fees: professional fundraising services

  total $0

• 11f · Fees: investment management

  total $119,299

• 11g · Fees: other

  total $8,140,736

• 12 · Advertising and promotion

  total $931,424

• 13 · Office expenses

  total $1,612,236

• 14 · Information technology

  total $3,789,058

• 15 · Royalties

  total $0

• 16 · Occupancy

  total $4,668,224

• 17 · Travel

  total $3,223,427

• 18 · Travel or entertainment for public officials

  total $0

• 19 · Conferences, conventions and meetings

  total $10,306,522

• 20 · Interest

  total $343,245

• 21 · Payments to affiliates

  total $0

• 22 · Depreciation, depletion and amortization

  total $793,966

• 23 · Insurance

  total $289,594

• 24a · Other expenses: Production

  total $4,155,165

• 24b · Other expenses: Repairs & Maintenance

  total $307,115

• 24c · Other expenses: Gifts & Contributions

  total $205,263

• 24d · Other expenses: Dues

  total $710,160

• 24e · All other expenses

  total $2,047,151

Balance sheet

Part X, book values.

• 1 · Cash, non-interest-bearing

  beginning of year $2,319,897 · end of year $1,728,694

• 2 · Savings and temporary cash investments

  beginning of year $0 · end of year $0

• 3 · Pledges and grants receivable

  beginning of year $9,500 · end of year $108,188

• 4 · Accounts receivable

  beginning of year $5,102,883 · end of year $5,477,794

• 5 · Loans and receivables from officers and key people

  beginning of year $0 · end of year $0

• 6 · Loans and receivables from disqualified persons

  beginning of year $0 · end of year $0

• 7 · Other notes and loans receivable

  beginning of year $0 · end of year $0

• 8 · Inventories for sale or use

  beginning of year $0 · end of year $0

• 9 · Prepaid expenses and deferred charges

  beginning of year $3,217,239 · end of year $3,169,092

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

  $21,100,643

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

  $19,267,283

• 10c · Land, buildings and equipment, net

  beginning of year $1,572,204 · end of year $1,833,360

• 11 · Investments: publicly traded securities

  beginning of year $20,208,704 · end of year $18,253,662

• 12 · Investments: other securities

  beginning of year $69,328,602 · end of year $57,889,691

• 13 · Investments: program-related

  beginning of year $0 · end of year $0

• 14 · Intangible assets

  beginning of year $550,000 · end of year $550,000

• 15 · Other assets

  beginning of year $3,388,662 · end of year $7,014,578

• 17 · Accounts payable and accrued expenses

  beginning of year $14,445,389 · end of year $14,965,564

• 18 · Grants payable

  beginning of year $0 · end of year $0

• 19 · Deferred revenue

  beginning of year $27,687,872 · end of year $27,608,903

• 20 · Tax-exempt bond liabilities

  beginning of year $0 · end of year $0

• 21 · Escrow or custodial account liability

  beginning of year $0 · end of year $0

• 22 · Loans and payables to officers and key people

  beginning of year $0 · end of year $0

• 23 · Secured mortgages and notes payable

  beginning of year $7,000,000 · end of year $6,500,000

• 24 · Unsecured notes and loans payable

  beginning of year $0 · end of year $0

• 25 · Other liabilities

  beginning of year $2,245,382 · end of year $5,787,886

• 27 · Net assets without donor restrictions

  beginning of year $54,075,545 · end of year $40,908,538

• 28 · Net assets with donor restrictions

  beginning of year $243,503 · end of year $254,168

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 1A

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 4B

REPORTABLE DEFERRED R SHAWN MARTIN $ 35,900 $ 36,594 SHANNON SCOTT $ 23,040 $ 24,688 CHARLOTTE KERNER $ 7,260 $ 5,960 HEATHER LEITH $ 5,295 $ 5,840 JULIE WOOD $ 10,415 $ 10,488 STEPHANIE QUINN $ 5,658 $ 6,107 MARGOT SAVOY $ NONE $ 2,911 STEVEN WALDREN $ 1,059 $ 1,972 KAREN MITCHELL $ 706 $ 1,314 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.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

• AAFP POOLED INV FD

  EXCLUDED FROM TAX · ASSET MGMT · MO · 56.456% owned · share of income $3,454,804 · share of assets $46,027,589 · general or managing partner

  Directly controlled by NA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

• AAFP INSURANCE SERVICES

  C CORP · INSURANCE ADMIN · KS · controlled entity

  Directly controlled by NA