Form 990 for tax year 2023
Filed by AMERICAN ACADEMY OF FAMILY PHYSICIANS.
Totals
- Total revenue
- $4,710,102
- Total expenses
- $2,844,959
- Contributions and grants received
- $1,188,376
- Grants paid
- $0
- Program service revenue
- $2,066,842
- Investment income
- $1,406,887
- Other revenue
- $47,997
- Total assets, end of year
- $16,107,167
- Total liabilities, end of year
- $1,205,213
- Net assets or fund balances, end of year
- $14,901,954
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
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
$422,750
-
1f · All other contributions, gifts and grants
$765,626
-
2a · Program service revenue: MEMBERSHIP DUES
total $1,695,320 · related or exempt $1,695,320
-
2b · Program service revenue: CONTINUING MEDICAL EDUCATION
total $341,209 · related or exempt $341,209
-
2c · Program service revenue: PARTNERS IN HEALTH
total $30,313 · related or exempt $30,313
-
3 · Investment income
total $377,040 · excluded $377,040
-
7a · Gross sales of assets other than inventory
securities $4,386,750 · other assets $1,850,000
-
7b · Less cost or other basis and sales expenses
securities $4,409,512 · other assets $797,391
-
7c · Gain or loss
securities -$22,762 · other assets $1,052,609
-
7d · Net gain or loss
total $1,029,847 · excluded $1,029,847
-
11a · Other revenue: OTHER INCOME
total $47,997 · related or exempt $47,997
-
11e · Other revenue, total
$47,997
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $341,057
-
6 · Compensation of disqualified persons
total $851,402
-
8 · Pension plan contributions
total $13,235
-
9 · Other employee benefits
total $114,597
-
10 · Payroll taxes
total $93,243
-
11d · Fees: lobbying
total $61,694
-
11f · Fees: investment management
total $27,947
-
11g · Fees: other
total $148,441
-
13 · Office expenses
total $173,586
-
16 · Occupancy
total $85,657
-
22 · Depreciation, depletion and amortization
total $7,952
-
24a · Other expenses: PROGRAM EXPENSES
total $653,832
-
24b · Other expenses: GOVERNANCE
total $172,372
-
24c · Other expenses: MEMBERSHIP & STUDENT/RE
total $68,444
-
24d · Other expenses: COMMUNICATIONS
total $29,647
-
24e · All other expenses
total $1,853
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,216,512 · end of year $2,563,948
-
2 · Savings and temporary cash investments
beginning of year $1,975,161 · end of year $2,636,068
-
3 · Pledges and grants receivable
beginning of year $72,500
-
4 · Accounts receivable
beginning of year $10,707 · end of year $21,507
-
9 · Prepaid expenses and deferred charges
beginning of year $59,041 · end of year $37,081
-
10a · Land, buildings and equipment: cost or other basis
$2,734,203
-
10b · Land, buildings and equipment: accumulated depreciation
$352,685
-
10c · Land, buildings and equipment, net
beginning of year $2,588,935 · end of year $2,381,518
-
11 · Investments: publicly traded securities
beginning of year $7,421,877 · end of year $8,125,558
-
15 · Other assets
beginning of year $317,311 · end of year $341,487
-
17 · Accounts payable and accrued expenses
beginning of year $324,405 · end of year $288,520
-
19 · Deferred revenue
beginning of year $599,116 · end of year $575,206
-
21 · Escrow or custodial account liability
beginning of year $317,311 · end of year $341,487
-
27 · Net assets without donor restrictions
beginning of year $12,350,366 · end of year $14,760,806
-
28 · Net assets with donor restrictions
beginning of year $70,846 · end of year $141,148
Mission and programs · 2023
Mission
CAFP EMPOWERS, EDUCATES, AND CONNECTS CURRENT AND FUTURE FAMILY PHYSICIANS TO IMPROVE THE HEALTH OF ALL CALIFORNIANS.
-
CONTINUING MEDICAL EDUCATION: QUALITY CONTINUING PROFESSIONAL DEVELOPMENT PROGRAMS ARE DEVELOPED BY CAFP TO ADDRESS GAPS IN LEARNING IDENTIFIED BY NEEDS ASSESSMENTS AND DEVELOPED ACCORDING TO ADULT LEARNING PRINCIPLES FOR FAMILY MEDICINE PHYSICIANS AND OTHER PRIMARY CARE PROFESSIONALS.
-
ADVOCACY: CAFP ADVOCACY EFFORTS ARE TARGETED TOWARD LEGISLATION AND REGULATION THAT AFFECT THE PRACTICE OF FAMILY MEDICINE AND PATIENT HEALTH IN CALIFORNIA AND NATIONALLY.
-
MEMBER SUPPORT: CAFP PROVIDES TOOLS, EDUCATION, AND OPPORTUNITIES FOR ENGAGEMENT FOR FAMILY PHYSICIANS THROUGHOUT CALIFORNIA THROUGH STATEWIDE EVENTS AND SERVICES AS WELL AS THROUGH OUR LOCAL CHAPTER ACTIVITIES.
As filed on the 2023 return.
Listed in Part VII
-
Lauren SimonLAUREN SIMON
PAST PRESIDENT
- Total calculated
- $4,250
- From this org
- $4,250
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Raul AyalaRAUL AYALA
PRESIDENT
- Total calculated
- $11,500
- From this org
- $11,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Brent SugimotoBRENT SUGIMOTO
SECRETARY-TREASURER
- Total calculated
- $750
- From this org
- $750
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Alex McDonaldALEX MCDONALD
PRESIDENT-ELECT
- Total calculated
- $0
- Hours/week
- 2
-
Maria Carriedo-CenicerosMARIA CARRIEDO-CENICEROS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Anthony ChongANTHONY CHONG
SPEAKER
- Total calculated
- $0
- Hours/week
- 2
-
Kim YuKIM YU
VICE-SPEAKER
- Total calculated
- $0
- Hours/week
- 2
-
Rebecca BertinREBECCA BERTIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Erika RoshanravanERIKA ROSHANRAVAN
DIRECTOR
- Total calculated
- $750
- From this org
- $750
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Grace Chen YuGRACE CHEN YU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jorge GaldamezJORGE GALDAMEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kevin RossiKEVIN ROSSI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Lalita AbhyankarLALITA ABHYANKAR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Amanda HelleAMANDA HELLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Rob AssibeyROB ASSIBEY
DIRECTOR
- Total calculated
- $1,000
- From this org
- $1,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Robin Linscheid JanzenROBIN LINSCHEID JANZEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Ron LabuguenRON LABUGUEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Shayne PoulinSHAYNE POULIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Sara MartinSARA MARTIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Soomin JungSOOMIN JUNG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Lisa FolbergLISA FOLBERG
CEO
- Total calculated
- $322,807
- From this org
- $304,134
- From related orgs
- $0
- Other
- $18,673
- Hours/week
- 40 + 2 related
Schedule J breakdown matched by us
- Base
- $292,484
- Bonus
- $11,650
- Other
- $0
- Deferred
- $2,942
- Nontaxable benefits
- $15,731
- Filer's total
- $322,807
-
Jerri DavisJERRI DAVIS
VP - CME
- Total calculated
- $145,282
- From this org
- $140,500
- From related orgs
- $0
- Other
- $4,782
- Hours/week
- 40
-
Joshua LunsfordJOSHUA LUNSFORD
VP - MEMBERSHIP
- Total calculated
- $126,311
- From this org
- $115,160
- From related orgs
- $0
- Other
- $11,151
- Hours/week
- 40
-
Laurie IsenbergLAURIE ISENBERG
DIRECTOR OF EDUCATION
- Total calculated
- $120,614
- From this org
- $106,500
- From related orgs
- $0
- Other
- $14,114
- Hours/week
- 40
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
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 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
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.
-
501(C)(3) · CHARITABLE · CA
-
CALIFORNIA ACADEMY OF FAMILY PHYSICIANS POLITICAL ACTION COMMITTEE
527 · POLITICAL ACTION COMMITTEE · CA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 6 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443189349310219
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