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← AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION

Form 990 for tax year 2023

Filed by AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION.

Totals

Total revenue
$4,629,801
Total expenses
$4,161,134
Contributions and grants received
$2,533,266
Grants paid
$1,551,877
Program services expenses (Part IX)
$2,636,524
Management and general expenses
$541,709
Fundraising expenses
$982,901
Program service expenses (Part III)
$2,636,524

Program services were 63.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DAVID R SMITH MD

    BOARD MEMBER\PRESIDENT

    Total calculated
    $5,625
    From this org
    $4,725
    From related orgs
    $900
    Other
    $0
    Hours/week
    8 + 1 related

  • JAY-SHEREE AKUMBASE MD

    BOARD MEMBER\VICE PRESIDENT

    Total calculated
    $3,625
    From this org
    $2,725
    From related orgs
    $900
    Other
    $0
    Hours/week
    8 + 1 related

  • RENEE MARKOVICH MD

    BOARD MEMBER\TREASURER

    Total calculated
    $3,375
    From this org
    $2,475
    From related orgs
    $900
    Other
    $0
    Hours/week
    2 + 1 related

  • TOMAS P OWENS MD

    BOARD MEMBER\PRESIDENT ELECT

    Total calculated
    $6,750
    From this org
    $5,850
    From related orgs
    $900
    Other
    $0
    Hours/week
    8 + 1 related

  • ANDREA GAVIN MD

    BOARD MEMBER\PHYSICIAN 2024

    Total calculated
    $1,200
    From this org
    $1,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • ANGELA BRICCO BS

    BOARD MEMBER/CORPORATE 2024

    Total calculated
    $0
    Hours/week
    1

  • ASHESH GANDHI

    BOARD MEMBER\CORPORATE 2025

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER WATSON

    BOARD MEMBER\PHYSICIAN 2025

    Total calculated
    $1,050
    From this org
    $1,050
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • GAIL GUERRERO TUCKER MD

    BOARD MEMBER\ACADEMY 2024

    Total calculated
    $13,695
    From this org
    $0
    From related orgs
    $13,695
    Other
    $0
    Hours/week
    1 + 15 related

  • JAKE SANGSTER MHA

    BOARD MEMBER\PUBLIC 2024

    Total calculated
    $1,050
    From this org
    $1,050
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • JOSEPH LATERZA MD

    BOARD MEMBER-RESIGNED AUG 2023

    Total calculated
    $1,500
    From this org
    $1,200
    From related orgs
    $300
    Other
    $0
    Hours/week
    1

  • JUSTIN BARTOS MD

    BOARD MEMBER\PHYSICIAN 2025

    Total calculated
    $1,350
    From this org
    $1,350
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • KEITH CALLAHAN MD

    BOARD MEMBER\PHYSICIAN 2023

    Total calculated
    $1,050
    From this org
    $1,050
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • KELLY DOUGHERTY MD

    BOARD MEMBER\RESIDENT 2024

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

  • KRISTINA LAGUERRE MD

    BOARD MEMBER\PHYSICIAN 2024

    Total calculated
    $1,050
    From this org
    $1,050
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • MADELINE STANDBRIDGE MS-3

    BOARD MEMBER-RESIGNED AUG 2023

    Total calculated
    $1,500
    From this org
    $1,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • MARCI NIELSEN PHD

    BOARD MEMBER\PUBLIC 2023

    Total calculated
    $900
    From this org
    $900
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • MARY F CAMPAGNOLO MD

    BOARD MEMBER-RESIGNED OCT 2023

    Total calculated
    $0
    Hours/week
    1 + 16 related

  • NADA MLINAREVICH MPH

    BOARD MEMBER\CORPORATE 2023

    Total calculated
    $0
    Hours/week
    1

  • PATRICK FALVEY PHD

    BOARD MEMBER\PUBLIC 2025

    Total calculated
    $0
    Hours/week
    1

  • R SHAWN MARTIN

    BOARD MEMBER\EX-OFFICIO

    Total calculated
    $837,935
    From this org
    $0
    From related orgs
    $729,235
    Other
    $108,700
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $690,464 related
    Bonus
    $0
    Other
    $0 + $38,771 related
    Deferred
    $0 + $83,347 related
    Nontaxable benefits
    $0 + $25,353 related
    Filer's total
    $0 + $837,935 related

  • TAMEKA LAWRENCE MS-4

    BOARD MEMBER\STUDENT 2024

    Total calculated
    $450
    From this org
    $450
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • TERESA LOVINS MD

    BOARD MEMBER\ACADEMY 2024

    Total calculated
    $9,500
    From this org
    $0
    From related orgs
    $9,500
    Other
    $0
    Hours/week
    1 + 15 related

  • HEATHER E PALMER MBA

    EXECUTIVE DIRECTOR

    Total calculated
    $361,213
    From this org
    $0
    From related orgs
    $271,475
    Other
    $89,738
    Hours/week
    32 + 8 related

    Schedule J breakdown matched by us

    Base
    $0 + $269,983 related
    Bonus
    $0 + $250 related
    Other
    $0 + $1,242 related
    Deferred
    $0 + $55,964 related
    Nontaxable benefits
    $0 + $33,774 related
    Filer's total
    $0 + $361,213 related

  • BRENDA GASTON

    ASSISTANT CONTROLLER

    Total calculated
    $206,490
    From this org
    $0
    From related orgs
    $125,067
    Other
    $81,423
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $124,787 related
    Bonus
    $0
    Other
    $0 + $280 related
    Deferred
    $0 + $39,489 related
    Nontaxable benefits
    $0 + $41,934 related
    Filer's total
    $0 + $206,490 related

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 — 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
The Academy 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. Periodically, the HR staff review current market compensation data about similar positions in the relevant geographic area. Based on the most recent analysis, the HR staff believe that the compensation is appropriate for the positions.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
R SHAWN MARTIN REPORTABLE $39,594 DEFERRED $21,248 THE AMERICAN ACADEMY OF FAMILY PHYSICIANS' SUPPLEMENTAL RETIREMENT PLAN IS A NON-QUALIFIED 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.

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

The 10 largest by cash amount. The API serves every itemized grant.

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
13 November 2024
IRS schema version
2023v5.1
Source object
202423189349306797

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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