2023-11-02T13:32:47-05:00 2022-12-31 541149263 YOUNT HYDE & BARBOUR PC 3110 FAIRVIEW PARK DR SUITE 1100 FALLS CHURCH VA 22042 990 2022-01-01 546059304 AMGA FOUNDATION INC AMGA 7038380033 ONE PRINCE STREET ALEXANDRIA VA 223143318 JOHN KENNEDY PRESIDENT 7038380033 2023-10-20 1 JOHN KENNEDY XXX-XX-XXXX 0 OLIVIA A HUTTON CPA P00964688 7032372500 2023-10-20 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOHN KENNEDY ONE PRINCE STREET ALEXANDRIA VA 22314 3922329 0 X WWW.AMGA.ORG X 1966 DC TO FOSTER QUALITY IMPROVEMENT IN GROUP PRACTICE THROUGH EDUCATION AND RESEARCH PROGRAMS IN CLINICAL QUALITY, PATIENT SAFETY, SERVICE, OPERATING EFFICIENCY AND INNOVATION. 20 18 14 0 0 0 2311588 3905065 0 0 576 17264 0 0 2312164 3922329 123100 90000 0 0 1588152 1895378 0 0 681243 1436348 1437441 3147600 3422819 -835436 499510 2610879 3548835 97677 536123 2513202 3012712 X TO FOSTER QUALITY IMPROVEMENT IN GROUP PRACTICE THROUGH EDUCATION AND RESEARCH PROGRAMS IN CLINICAL QUALITY, PATIENT SAFETY, SERVICE, OPERATIONAL EFFICIENCY AND INNOVATION. 0 0 846958 THE ASCVD BEST PRACTICES LEARNING COLLABORATIVE IS A 33-MONTH PROGRAM TO IMPROVE THE MANAGEMENT AND TREATMENT FOR PATIENTS WITH ATHEROSCLEROTIC CARDIOVASCULAR DISEASE (ASCVD). PARTICIPATING ORGANIZATIONS WILL WORK TO DEVELOP AND IMPLEMENT STRATEGIES TO IMPROVE SECONDARY ASCVD RISK ASSESSMENT, DIAGNOSIS AND EVIDENCE-BASED TREATMENT AMONG THE POPULATION OF AT RISK ADULT PATIENTS WITH ELEVATED LDL CHOLESTEROL UNDER THE CARE OF PHYSICIANS WITHIN MULTI-SPECIALTY GROUPS AND INTEGRATED DELIVERY SYSTEMS IN BOTH PRIMARY CARE AND CARDIOLOGY SPECIALTY CLINICAL SETTINGS. SIXTEEN AMGA MEMBER ORGANIZATIONS APPLIED TO PARTICIPATE. FIVE EXPERT ADVISORS WERE SELECTED TO PARTICIPATE IN THE NATIONAL ADVISORY COMMITTEE. PARTICIPATING ORGANIZATIONS WILL ATTEND A VIRTUAL DISCUSSION FORUM, KICK-OFF IN-PERSON MEETING, WILL PARTICIPATE IN MONTHLY EDUCATIONAL WEBINARS, REGULARLY REPORT QUANTITATIVE AND QUALITATIVE DATA, HOST AMGA FOR SITE VISITS, RECEIVE REGULARLY CLINICAL OUTREACH AND COACHING FROM AMGA, AND ATTEND AN IN-PERSON FINAL MEETING. 838424 THE RISE TO IMMUNIZE CAMPAIGN LAUNCHED IN OCTOBER 2021 AND CHALLENGES PARTICIPATING MEDICAL GROUPS AND HEALTH SYSTEMS TO COLLECTIVELY ADMINISTER 25 MILLION VACCINES BY 2025. TO ACHIEVE THIS AIM, THE CAMPAIGN CURRENTLY LEVERAGES THE COORDINATED DELIVERY SYSTEMS OF OVER 80 AMGA MEMBER ORGANIZATIONS NATIONWIDE AND THE RESOURCES OF NATIONAL PARTNERS AND SPONSORS. CAMPAIGN PROGRAMMING FACILITATES COLLABORATION AMONG PARTICIPANTS AND ADOPTION OF EVIDENCE-BASED CARE PROCESSES. PARTICIPATING ORGANIZATIONS REPORT QUARTERLY DATA ON VACCINATION RATES TO THE CAMPAIGN, ENABLING RISE TO IMMUNIZE TO MEASURE IMPROVEMENT OVER THE COURSE OF THE FOUR-YEAR INITIATIVE. 601178 90000 THE OSTEOPOROSIS BEST PRACTICES LEARNING COLLABORATIVE IS A 24-MONTH PROGRAM FOR THE PREVENTION, MANAGEMENT AND MEDICAL TREATMENT OF PATIENTS WITH OSTEOPOROSIS. NINETEEN AMGA MEMBER MULTI-SPECIALTY MEDICAL GROUPS AND INTEGRATED HEALTH SYSTEMS WERE SELECTED TO PARTICIPATE IN THE LEARNING COLLABORATIVE. EIGHT EXPERT ADVISORS ASSISTED WITH THE OUTLINE OF THE QUALITY MEASURES, DEVELOPMENT OF THE CURRICULUM, AND CRITERIA FOR SELECTION OF THE PARTICIPANTS IN THE COLLABORATIVE. THE GOAL OF THE COLLABORATIVE IS TO DEVELOP AND IMPLEMENT CLINICAL PRACTICE GUIDELINE-INFORMED STRATEGIES AND INTERVENTIONS TO IMPROVE PATIENT-CENTERED ASSESSMENT, EVALUATION, EDUCATION, TESTING, DIAGNOSIS, AND TREATMENT. PARTICIPATING ORGANIZATIONS ATTENDED A KICK-OFF VIRTUAL MEETING AND WILL PARTICIPATE IN MONTHLY EDUCATIONAL WEBINARS, REGULARLY REPORT QUANTITATIVE AND QUALITATIVE DATA, HOST AMGA FOR SITE VISITS, RECEIVE REGULARLY CLINICAL OUTREACH AND COACHING FROM AMGA, AND ATTEND AN IN-PERSON FINAL MEETING. 150717 THE RIZE PNEUMOCOCCAL VACCINATION BEST PRACTICES LEARNING COLLABORATIVE (PNEUMOCOCCAL VACCINATION COLLABORATIVE) IS DESIGNED TO PROVIDE A PLATFORM FOR PARTICIPATING ORGANIZATIONS TO IMPROVE BOTH CLINICAL AND ECONOMIC OUTCOMES FOR THIS PATIENT POPULATION THROUGH THE DEVELOPMENT AND IMPLEMENTATION OF QUALITY IMPROVEMENT PROJECTS, BEST PRACTICE SHARING, AND PEER LEARNING. THIS 12-MONTH INITIATIVE FOCUSES ON HELPING MEDICAL GROUPS DEVELOP AND IMPLEMENT STRATEGIES TO VACCINATE HIGH-RISK ADULTS 19-64 WITH UNDERLYING MEDICAL CONDITIONS BASED ON THE 2022 ACIP PNEUMOCOCCAL VACCINE GUIDELINES IN PRIMARY CARE AND SPECIALTY CLINICAL SETTINGS. 47337 THE COLORECTAL CANCER (CRC) SCREENING BEST PRACTICES LEARNING COLLABORATIVE PROVIDES A PLATFORM FOR PARTICIPATING ORGANIZATIONS TO IMPROVE BOTH CLINICAL AND ECONOMIC OUTCOMES FOR THIS PATIENT POPULATION THROUGH THE DEVELOPMENT AND IMPLEMENTATION OF QUALITY IMPROVEMENT PROJECTS, BEST PRACTICE SHARING, AND PEER LEARNING. PARTICIPATING ORGANIZATIONS WORK TO DEVELOP AND IMPLEMENT STRATEGIES TO INCREASE COLORECTAL CANCER SCREENING RATES AMONG ALL AVERAGE RISK PATIENTS AGE 45-75 IN MULTI-SPECIALTY GROUPS AND INTEGRATED DELIVERY SYSTEMS. THE COLLABORATIVE WILL CREATE A COMMUNITY OF KNOWLEDGE THAT CAN HELP PARTICIPANTS ACCELERATE SYSTEMATIC CHANGE AND DEVELOP CARE PROCESSES THAT ARE SUSTAINABLE. THE COLLABORATIVE BEGAN IN MAY 2023 AND WILL CONCLUDE IN FEBRUARY 2025. 4371 OTHER PROGRAMS 202425 2488985 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 1 0 1 30 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA CT FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WV WI X CARRIE HANLON 7038380033 ONE PRINCE STREET ALEXANDRIA VA 22314 JERROLD PENSO MD MBA SECRETARY 1.00 39.00 X X 6920 724395 139701 CHRISTINA TAYLOR MD PAST CHAIR 1.00 X X 0 0 0 FRANCIS COLANGELO MD DIRECTOR 1.00 X 0 0 0 PARAG AGNIHOTRI DIRECTOR 1.00 X 0 0 0 STEPHANIE COOPELAND MD CHAIR 1.00 X X 0 0 0 JOHN W KENNEDY MD PRESIDENT 20.00 20.00 X X 190077 237568 95341 FREDERICK J BLOOM MD DIRECTOR 1.00 X 0 0 0 EDWARD YU MD CMO TREASURER 1.00 X X 0 0 0 JOHN BULGER DO MBA DIRECTOR 1.00 X 0 0 0 BARRIO-ATAL ALKA DIRECTOR 1.00 X 0 0 0 DIANE GEORGE DO DIRECTOR 1.00 X 0 0 0 LATESHA MONTGOMERY DIRECTOR 1.00 X 0 0 0 DAVID NASH MD MBA DIRECTOR 1.00 X 0 0 0 JOSEPH TERRITO MD DIRECTOR 1.00 X 0 0 0 LEON JERRELS MBA MHA RNCPHQ DIRECTOR 1.00 X 0 0 0 AILEEN MICKEY DIRECTOR 1.00 X 0 0 0 KATHY HUTCHENS DIRECTOR 1.00 X 0 0 0 MARTIN THURIN JD MS DIRECTOR 1.00 X 0 0 0 PHIL ORAVETZ DIRECTOR 1.00 X 0 0 0 VINCENZA SNOW DIRECTOR 1.00 X 0 0 0 CLYDE MORRIS CFO 1.00 39.00 X 0 259074 77402 EARLENE CHAMBERS EMPLOYEE 40.00 X 158013 0 14814 CHRISTINA SANTOS EMPLOYEE 40.00 X 152251 0 21404 DANIELLE CASANOVA EMPLOYEE 40.00 X 118878 0 24282 LISA CORNBROOKS EMPLOYEE 40.00 X 114522 0 22257 740661 1221037 395201 5 0 1 0 0 150000 3755065 3905065 17264 17264 3922329 0 0 17264 X 90000 90000 196997 155793 25078 16126 1612877 1009955 135879 467043 13675 4584 2315 6776 71829 45803 7088 18938 14629 3578 11051 12955 12955 870742 840188 5210 25344 33462 8325 8690 16447 66998 41932 7387 17679 120078 76499 11750 31829 20372 15530 1160 3682 260705 172743 25329 62633 ACCOUNTING OVERHEAD 37500 24055 9750 3695 3422819 2488985 252591 681243 924987 1913030 1014362 997480 5159 0 599826 605775 66545 32550 2610879 3548835 35384 61935 0 410000 62293 64188 97677 536123 X 1042493 1056088 1470709 1956624 2513202 3012712 2610879 3548835 499510 0 X X 0 1 X 0 0 X X X 1 AMGA INC 540536002 10 1 150000 0 1 150000 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV SECTION A LINE 3B SUPPORTED ORGANIZATION AMGA, INC. IS A 501(C)(6)ORGANIZATION. PART IV SECTION A LINE 3C THE ORGANIZATION AND AMGA, INC. ARE MANAGED BY COMMON EMPLOYEES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45292 394 45686 45253 39 45292 44920 333 45253 44126 794 44920 434200 611 390685 44126 1.00000 0 0 0 DUE TO AFFILIATES 64188 64188 X 3922329 0 3922329 0 3922329 3422819 0 3422819 0 3422819 PART V, LINE 4: LEE LECTURESHIP FUND - $45,686 THE LEE LECTURESHIP WAS ESTABLISHED IN 1978 FROM A RESTRICTED DONATION TO THE FOUNDATION AND IS AWARDED TO AN INDIVIDUAL WHO HAS PROVIDED OUTSTANDING SERVICE TO THE GROUP PRACTICE OF MEDICINE. THE FOUNDATION ESTABLISHED A SEPARATE ACCOUNT TO RECOGNIZE THE EARNINGS AND TRACK THE EXPENSES ON THIS RESTRICTED PURPOSE UNTIL SUCH TIME AS ALL FUNDS HAVE BEEN EXPENDED. PART X, LINE 2: AMGF FILES THEIR TAX RETURNS AS PRESCRIBED BY THE TAX LAWS OF THE JURISDICTIONS IN WHICH THEY OPERATE. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO 2019. X X X X 0 1 0 1 0 0 1 0 0 JERROLD PENSO MD MBA SECRETARY 6920 592130 0 67800 0 64465 0 82550 0 57151 6920 864096 0 54075 JOHN W KENNEDY MD PRESIDENT 190077 176868 0 60700 0 0 0 60650 0 34691 190077 332909 0 0 CLYDE MORRIS CFO 0 196156 0 40900 0 22018 0 41229 0 36173 0 336476 0 22800 CHRISTINA SANTOS EMPLOYEE 139551 0 12700 0 0 0 12521 0 8883 0 173655 0 0 0 EARLENE CHAMBERS EMPLOYEE 157463 0 0 0 550 0 12862 0 1952 0 172827 0 0 0 PART I, LINE 5 THE PRESIDENT'S COMPENSATION PACKAGE INCLUDES AN INCENTIVE THAT INCLUDES, AMONG OTHER MEASURES, A MEASURE BASED ON GROSS CONTRIBUTIONS. PART I, LINE 6 THE COMPENSATED OFFICERS LISTED IN PART VII MAY RECEIVE AN INCENTIVE PARTLY BASED ON THE NET EARNINGS OF THE PARENT ORGANIZATION. PART I, LINE 4B NON-QUALIFIED RETIREMENT PLAN - A RELATED ENTITY, AMGA,INC., OPERATES A NON-QUALIFIED RETIREMENT PLAN UNDER SECTION 457(F). THIS PLAN IS OFFERED TO EXECUTIVE LEVEL STAFF OF THE ORGANIZATION. THE BASIC PROVISIONS AND CONDITIONS OF ELIGIBILITY ARE AS FOLLOWS: ELIGIBILITY - MUST BE AMONG A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED INDIVIDUALS AND HAVE TWO YEARS OF SERVICE. VESTING - A MINIMUM OF 2 YEARS AND A MAXIMUM OF 5 YEARS DEPENDENT UPON AGE AND LENGTH OF SERVICE WITH THE ORGANIZATION. MUST BE EMPLOYED WITH THE ORGANIZATION ON THE VESTING DATE. AT TERMINATION OF EMPLOYMENT, ALL AMOUNTS NOT PREVIOUSLY VESTED ARE FORFEITED. A SMALL PORTION OF THESE BENEFITS ARE ALLOCATED TO THE FOUNDATION AS PART OF A DETAILED SALARY AND BENEFITS ALLOCATION. FOR FULL REPORTING OF THESE AMOUNTS PAID, REFER TO THE AMGA, INC. 990. AMGA INC FOUNDATION IS CONTROLLED BY MANAGING MEMBER AND PRIMARY OWNER OF RECIPIENT. 790275 AMOUNT PAID TO AMGA, INC. FOR DATA ANALYSIS. 0 FORM 990, PART VI, SECTION B, LINE 11B ALL VOTING BOARD MEMBERS ARE DISTRIBUTED A DRAFT COPY OF THE CURRENT YEAR FORM 990 WITH SUFFICIENT TIME IN ADVANCE OF THE FILING DEADLINE (INCLUDING EXTENSIONS IF APPLICABLE) WITH INSTRUCTIONS TO PROVIDE COMMENT AND FEEDBACK BEFORE FILING. ACCOMPANYING THE DRAFT COPY, ARE INSTRUCTIONS TO CONFIRM THAT THEY ARE INDEPENDENT VOTING MEMBERS AND THAT THERE ARE NO FAMILY OR BUSINESS RELATIONSHIPS IN ACCORDANCE WITH PART VI (LINE 2). FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND STAFF ARE REQUIRED TO ANNUALLY SUBMIT ANY POTENTIAL CONFLICTS. CONFLICTS ARE ADDRESSED BY MANAGEMENT AS CONSIDERED NECESSARY. FORM 990, PART VI, SECTION B, LINE 15A A COMPENSATION COMMITTEE MADE UP OF 5 MEMBERS OF THE AMGA BOARD, A RELATED ORGANIZATION (ALL INDEPENDENT), AND THE ORGANIZATION'S LEGAL COUNSEL, ANNUALLY REVIEWS AND APPROVES THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. A SMALL PORTION OF THE CEO'S SALARY IS ALLOCATED TO THE FOUNDATION AS SUBSTANTIATED IN TIME RECORDS. APPROXIMATELY EVERY 3 YEARS BUT NOT GREATER THAN EVERY 5 YEARS, THE CONSULTING FIRM'S ANALYSIS INCLUDES THE KEY EMPLOYEES OF AMGA, A RELATED ORGANIZATION, WHOSE SALARIES MAY BE ALLOCATED TO THE FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC ON A ROUTINE BASIS. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 49,913. MANAGEMENT AND GENERAL EXPENSES 5,210. FUNDRAISING EXPENSES 25,344. TOTAL EXPENSES 80,467. DATA ANALYSIS SERVICES: PROGRAM SERVICE EXPENSES 790,275. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 790,275. FORM 990, PART XI, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. AMGA INC ONE PRINCE STREET ALEXANDRIA VA 22314 540536002 MEMBERSHIP TRADE ASSOCIATION DC 501(C)(6) 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 AMGA INC N 309012 ALLOCATED AMGA INC O 1302443 CASH PAID FOR SERVICES AMGA INC C 150000 CASH RECEIVED AMGA INC M 790275 CASH PAID FOR SERVICES