2026-08-24T10:34:06-05:00 2025-12-31 481195228 KELLER & OWENS LLC 10955 LOWELL AVE STE 800 OVERLAND PARK KS 66210 990 2025-01-01 431559340 ASSOCIATION OF FAMILY MEDICINE RESIDENCY DIRECTORS ASSO 9139066000 11400 TOMAHAWK CREEK PARKWAY 670 LEAWOOD KS 66211 LISA OCHS EXECUTIVE DIRECTOR 9139066000 2026-08-20 1 RICH A BILI P00310364 9133383500 2026-08-17 2025 2025-03-06 01:10:19Z LISA OCHS 11400 TOMAHAWK CREEK PARKWAY 670 LEAWOOD KS 66211 3657387 0 X WWW.AFMRD.ORG X 1990 MO 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. 13 13 0 60 52547 45109 42857 9143 881376 927054 666553 793819 0 0 1590786 1730016 56319 447144 0 0 303498 313629 0 0 0 934897 1176111 1294714 1936884 296072 -206868 7762014 8346861 684221 1023008 7077793 7323853 X THE ASSOCIATION OF FAMILY MEDICINE RESIDENCY DIRECTORS INSPIRES AND EMPOWERS FAMILY MEDICINE RESIDENCY PROGRAM DIRECTORS TO ACHIEVE EXCELLENCE IN FAMILY MEDICINE RESIDENCY TRAINING. 0 0 342845 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. 37808 137156 FAMILY MEDICINE-NATIONAL INNOVATIONS IN CONTINUITY CLINIC EXPERIENCE (FM-NICCE) STARTED A PILOT PROJECT IN 2018 WITH 25 FULLY ACCREDITED PROGRAMS IN GOOD STANDING WITH ACGME. THESE PROGRAMS RECEIVED WAIVERS FROM ACGME AND THE ABFM DURING THE PILOT TO BE INNOVATIVE WITH RESIDENT SCHEDULES TO DETERMINE IF FEWER THAN 40 HOURS PER WEEK WOULD IMPROVE RESIDENT SATISFACTION AND IMPROVE CONTINUITY OF CARE WITH PATIENTS. 502303 42597 THE ORGANIZATION PARTICIPATES IN NUMEROUS ORGANIZATIONAL RELATIONSHIPS THAT ENHANCE FAMILY MEDICINE RESIDENCY EDUCATION AND ADDRESS COMMON ISSUES OF INTEREST AND CONCERN. 520385 404547 789898 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.THE ORGANIZATION PROVIDES JUST-IN-TIME OPPORTUNITIES FOR LEADERSHIP TRAINING (JOLT). THIS PROGRAM IS A VIRTUAL TRAINING PROGRAM FOR NON-PROGRAM DIRECTOR MEMBERS IN FAMILY MEDICINE GME WHO WANT TO ENHANCE AND DEVELOP THEIR LEADERSHIP SKILLS. 520385 404547 789898 1403341 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 26 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 1 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 9139066000 11400 TOMAHAWK CREEK PARKWAY 670 LEAWOOD KS 66211 DONALD RAJ WOOLEVER MD PRESIDENT 1.00 X X 0 0 0 GRACE CHEN YU MD PRESIDENT ELECT 1.00 X X 0 0 0 NICHOLAS SCHENK MD DIRECTOR 1.00 X 0 0 0 KELSIE KELLY MD TREASURER 1.00 X X 0 0 0 CAMILLE GARRISON MD DIRECTOR 1.00 X 0 0 0 SARAH COLE DO PAST PRESIDENT 1.00 X X 0 0 0 SARAH HOLDER DO DIRECTOR 1.00 X 0 0 0 PARASTOU FARHADIAN MD DIRECTOR 1.00 X 0 0 0 SANTINA WHEAT MD DIRECTOR 1.00 X 0 0 0 ALYSIA HERZOG MD DIRECTOR 1.00 X 0 0 0 BARBARA MILLER MD DIRECTOR 1.00 X 0 0 0 R AARON LAMBERT MD DIRECTOR 1.00 X 0 0 0 MARY ELLIS MD DIRECTOR 1.00 X 0 0 0 LISA OCHS EXECUTIVE DIRECTOR 35.00 X 147487 0 47556 NEIL ROBERTSON DEPUTY EXECUTIVE DIRECTOR 35.00 X 117721 0 865 265208 0 48421 2 0 1 1 AMERICAN ACADEMY OF FAMILY PHYSICIANS 11400 TOMAHAWK CREEK PKWY LEAWOOD KS 66211 OFFICE SERVICES 203048 1 9143 9143 MEETINGS & WORKSHOPS 611710 437573 437573 MEMBERSHIP DUES 611710 352325 352325 SUBSCRIPTIONS 611710 137156 137156 927054 284377 52547 231830 2436813 1927371 509442 509442 509442 1730016 927054 52547 741272 X 447144 447144 313629 219540 94089 1269 1269 29970 29970 71916 71916 227049 158934 68115 145019 73934 71085 45144 25454 19690 312305 190921 121384 323844 285807 38037 7598 7598 TAXES & LICENSES 10038 10038 HONORS, AWARDS, & GIFTS 1769 1511 258 DUES & SUBSCRIPTIONS 190 96 94 1936884 1403341 533543 0 X 317089 109337 469496 313985 160000 5140 13508 6568347 7303948 401942 446083 7762014 8346861 130517 87442 38215 373672 515489 561894 684221 1023008 X 7077793 7126345 197508 7077793 7323853 7762014 8346861 -206868 202328 250600 0 X 0 1 X 1 0 X 42857 42857 42857 42857 9143 180571 578467 819877 818652 881376 927054 4025426 621324 862734 861509 924233 936197 4205997 0 0 0 4205997 181021 307797 229670 218759 231830 1169077 181021 307797 229670 218759 231830 1169077 35419 22024 24291 46169 52547 180450 837764 1192555 1115470 1189161 1220574 5555524 0.75710 0.76520 0.21040 0.20070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 67973 67973 1000293 1068266 181827 45457 0 0 138799 144948 151209 181827 616783 925175 53910 47328 50818 67973 220029 34700 36237 37802 45457 154196 231294 0 CAIS MILLENNIUM USA LLC CLASS E-HH 446083 F 446083 X 1860428 202328 202328 1658100 71916 71916 1730016 1864968 0 1864968 71916 71916 1936884 PART X, LINE 2: THE ASSOCIATION'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION THAT IS BENEFICIAL TO THE ASSOCIATION, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION TAKEN BY MANAGEMENT WITH RESPECT TO THE TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF DECEMBER 31, 2025 AND, ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED. 1 SOCIETY OF TEACHERS OF FAMILY MEDICINE 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 431026492 501(C)(6) 407047 0 FAMILY PHYSICIAN TRAINING ANNALS OF FAMILY MEDICINE 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 010576305 501(C)(3) 38597 0 RESIDENT RESEARCH 1 1 PART I, LINE 2: IN REGARD TO GRANTS TO ORGANIZATIONS, ALL OF THE ORGANIZATIONS TO WHOM GRANTS HAVE BEEN MADE ARE TAX-EXEMPT ORGANIZATIONS AND HAVE PREVIOUSLY ESTABLISHED LONG STANDING RELATIONSHIPS WITH AFMRD. AFMRD IS SUFFICIENTLY FAMILIAR WITH THE CHARITABLE PURPOSES, WORKS WITH KEY PERSONNEL OF SUCH ORGANIZATIONS, AND THROUGH PERSONAL COMMUNICATIONS WITH THE KEY PERSONNEL OF THESE ORGANIZATIONS, AFMRD HAS A REASONABLY BASED CONFIDENCE THAT SUCH ORGANIZATIONS HAVE IN THE PAST, AND WILL IN THE FUTURE, USE THE FUNDS OF AFMRD FOR THE INTENDED CHARITABLE PURPOSES. X X 0 0 0 0 0 0 0 0 0 LISA OCHS EXECUTIVE DIRECTOR 147487 0 0 0 0 0 31675 0 15881 0 195043 0 0 0 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. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION'S OFFICERS ARE PAID THROUGH AMERICAN ACADEMY OF FAMILY PHYSICIANS (AAFP). THE ORGANIZATION THEN REIMBURSES AAFP THROUGH AN ADMINISTRATIVE SERVICES AGREEMENT FORM 990, PART VI, SECTION A, LINE 4 THE REVISED BYLAWS MAKE THE FOLLOWING PERSONS ELIGIBLE FOR AN ASSOCIATE PROGRAM DIRECTOR MEMBERSHIP: AN ASSOCIATE RESIDENCY PROGRAM DIRECTOR AS DESIGNATED BY THE RESIDENCY DIRECTOR OF AN ACGME ACCREDITED PROGRAM. FORMERLY, PERSONS ELIGIBLE FOR AN ASSOCIATE DIRECTOR MEMBERSHIP INCLUDED: A FAMILY PHYSICIAN WHO IS IN A ROLE OF ASSOCIATE/ASSISTANT RESIDENCY DIRECTOR AS DESIGNATED BY THE RESIDENCY DIRECTOR. FORM 990, PART VI, SECTION A, LINE 6 ANY DESIGNATED DIRECTOR OF A FAMILY MEDICINE RESIDENCY OR 1-2 TRACK/PROGRAM ACCREDITED BY THE ACCREDITATION COUNCIL ON GRADUATE MEDICAL EDUCATION (ACGME) MAY BECOME A MEMBER OF THIS ORGANIZATION UPON PAYMENT OF DUES AND/OR OTHER CRITERIA AS MAY BE ESTABLISHED FROM TIME TO TIME BY THE BOARD OF DIRECTORS. ASSOCIATE DIRECTORS FOR FAMILY MEDICINE RESIDENCY PROGRAMS ARE ALSO ELIGIBLE FOR MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE ORGANIZATION ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B ANY CHANGES TO THE ORGANIZATION'S BYLAWS MUST BE APPROVED BY THE MEMBERSHIP. OTHER ORGANIZATION DECISIONS ARE MADE BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED WITH THE BOARD OF DIRECTORS AND THE FINANCE COMMITTEE OF AFMRD. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS AND STAFF ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. THEIR SIGNATURES INDICATE UNDERSTANDING AND COMPLIANCE WITH THE ORGANIZATION'S POLICY. QUESTIONS REGARDING CONFLICT OF INTEREST ARE ALSO INCLUDED IN THE ANNUAL FRAUD AND RISK ASSESSMENT PROCESS, WHICH IS CONDUCTED BY THE TREASURER. FORM 990, PART VI, SECTION B, LINE 15 THE OFFICERS OF THE ORGANIZATION ARE PAID BY AMERICAN ACADEMY OF FAMILY PHYSICIANS (AAFP). THE ORGANIZATION THEN REIMBURSES AAFP FOR THE SERVICES THROUGH AN ADMINISTRATIVE SERVICES AGREEMENT. AAFP ANNUALLY REVIEWS SALARIES AND PERIODICALLY PERFORMS MARKET COMPENSATION STUDIES FOR SIMILAR POSITIONS IN THE RELEVANT GEOGRAPHIC AREA. THE ORGANIZATION'S DIRECTORS APPROVE THE ADMINISTRATIVE SERVICE AGREEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 158,934. MANAGEMENT AND GENERAL EXPENSES 68,115. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 227,049. ANNALS OF FAMILY MEDICINE 11400 TOMAHAWK CREEK PARKWAY LEAWOOD KS 66211 010576305 PUBLICATION OF FAMILY MEDICINE JOURNAL KS 501(C)(3) LINE 12C, III-FI N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0