2024-11-11T08:33:07-06:00 2023-12-31 541149263 YOUNT HYDE & BARBOUR PC 3110 FAIRVIEW PARK DR SUITE 1100 FALLS CHURCH VA 22042 990 2023-01-01 540536002 AMERICAN MEDICAL GROUP ASSOCIATION INC AMER 7038380033 ONE PRINCE STREET ALEXANDRIA VA 223143318 JERROLD PENSO PRESIDENT & CEO 7038380033 2024-11-08 1 0 OLIVIA A HUTTON CPA P00964688 7032372500 2024-11-08 2023 2024-10-15 13:58:12Z AMGA INC JERROLD PENSO ONE PRINCE STREET ALEXANDRIA VA 223143318 18416577 0 X WWW.AMGA.ORG X 1950 DC AMGA, INC. IMPROVES HEALTHCARE FOR PATIENTS BY SUPPORTING MULTISPECIALTY MEDICAL GROUPS AND OTHER ORGANIZED SYSTEMS OF CARE. 20 20 58 0 189330 0 5958588 5955324 8986344 10307682 -2616383 229065 1197874 234262 13526423 16726333 160000 163750 0 0 8188512 9127305 0 0 0 6240396 7568560 14588908 16859615 -1062485 -133282 20331868 20357430 7109555 6873077 13222313 13484353 AMGA, INC. IMPROVES HEALTHCARE FOR PATIENTS BY SUPPORTING MULTISPECIALTY MEDICAL GROUPS AND OTHER ORGANIZED SYSTEMS OF CARE. 0 0 MEETINGS THROUGHOUT THE YEAR ARE HELD WHICH BRING TOGETHER EXECUTIVES FROM MEMBER AND NON-MEMBER GROUPS AND OTHER INTERESTED PARTIES TO EDUCATE THEM ABOUT THE LATEST DEVELOPMENTS IN THE FIELD, TO ADDRESS ISSUES AND PROBLEMS AFFECTING THE MEMBERS ORGANIZATIONS, TO PROVIDE NETWORKING OPPORTUNITIES, TO LEARN ABOUT BEST PRACTICES IN PATIENT CARE, AND TO PROVIDE GOVERNMENT AND REGULATORY UPDATES. GOVERNMENT RELATIONS - INVOLVED IN THE SUBMISSION OF STATEMENTS AND COMMUNICATIONS TO LEGISLATORS AND MEMBERS RELATING TO EXISTING, PENDING OR PROPOSED LEGISLATION OF DIRECT INTEREST TO TAXPAYERS AND MEMBERS. RESEARCH AND ANALYTICS OFFERS ROBUST RESOURCES FOR DATA ANALYSIS AND IMPLEMENTATION RESEARCH. ASSISTING MEMBERS IN IMPROVING POPULATION HEALTH, USING COMPARATIVE BENCHMARKING TO DISCOVER OPPORTUNITIES, AND PREDICTIVE ANALYTICS TO IDENTIFY HIGH-RISK PATIENTS. THROUGH IMPLEMENTATION SCIENCE, SUPPORT MEMBERS ADOPTION OF NEW RESEARCH AND IMPLEMENTATION OF INTERVENTIONS INTO ROUTINE PRACTICE. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 48 0 1 58 1 1 1 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X CARRIE HANLON 7038380033 ONE PRINCE STREET ALEXANDRIA VA 223143318 RICHARD H BONE MD DIRECTOR 1.00 X 0 0 0 LARRY TATUM MD TREASURER 1.00 X X 0 0 0 MARY JO WILLIAMSON AT LARGE MEMBER 1.00 X 0 0 0 DANIEL M DUNCANSON MD CPE DIRECTOR 1.00 X 0 0 0 STEPHANIE COPELAND MD MBA FAAP DIRECTOR 1.00 X 0 0 0 THERESA FREI RN BSN MBA DIRECTOR 1.00 X 0 0 0 TIM WEIR MHA MBA FACHE PAST CHAIR 1.00 X X 0 0 0 ARIC SHARP MHA CMPE FACHE CHAIR 1.00 X X 0 0 0 LUIS GARCIA MD MBA FACS FASMBS DIRECTOR 1.00 X 0 0 0 KATHERINE FLYNN HENRY JD DIRECTOR 1.00 X 0 0 0 KEITH JONES MD DIRECTOR 1.00 X 0 0 0 BETH AVERBECK MD FACP SECRETARY 1.00 X X 0 0 0 J STEPHEN JONES MD CHAIR-ELECT 1.00 X X 0 0 0 SCOTT BARLOW MBA DIRECTOR 1.00 X 0 0 0 JACOB J BAST MHA FACMPE FACHE DIRECTOR 1.00 X 0 0 0 MARIJKA GREY MD MBA FACP DIRECTOR 1.00 X 0 0 0 PHILIP M ORAVETZ MD MPH MBA DIRECTOR 1.00 X 0 0 0 MICHAEL A ROSSI MD MBA FACC DIRECTOR 1.00 X 0 0 0 ADNAN R MUNKARAH MD CPE DIRECTOR 1.00 X 0 0 0 ELISABETH M STAMBAUGH MD MMM DIRECTOR 1.00 X 0 0 0 JERROLD PENSO MD MBA PRESIDENT & CEO 39.00 1.00 X 819020 5034 145530 CLYDE L MORRIS PAST CFO 39.00 1.00 X 209309 0 48101 CARRIE HANLON CFO 40.00 X 216852 0 14652 RYAN O'CONNOR COO 40.00 X 394086 0 72786 CHESTER SPEED VP PUBLIC POLICY 40.00 X 450903 0 83547 ELIZABETH CIEMINS EMPLOYEE 40.00 X 322322 0 29866 SHARON GRACE CHIEF MKTG & COMM OFFICER 40.00 X 325742 0 84975 JOHN KENNEDY EMPLOYEE 20.00 20.00 X 247968 243313 112090 JAMES MILLER EMPLOYEE 40.00 X 215835 0 32557 3202037 248347 624104 24 0 1 0 STEMPTECH 4017 N 26TH ST ARLINGTON VA 22207 IT SUPPORT AND SERVICES 441229 BLUE MODUS INC PO BOX 1300L ARVADA CO 80001 WEBSITE DESIGN AND MAINTENACE 282798 APPLIED POLICY LLC 201 NORTH UNION ST 212 ALEXANDRIA VA 22314 PUBLIC POLICY CONSULTING 150000 MEHLMAN 1341 G STREET NW SUITE 1100 WASHINGTON DC 20005 PUBLIC POLICY/MONITORING 120000 4 5955324 5955324 RESEARCH 541700 3431173 3431173 SPONSORSHIP REVENUE 900099 2050900 2050900 HPPE COLLABORATIVE 900099 1800000 1800000 REGISTRATIONS AND EXHIBIT FEES 900099 1548713 1548713 PUBLICATIONS 541800 1476896 1287566 189330 10307682 220176 220176 1652 1652 1699133 1690244 8889 8889 8889 INCOME FROM AFFILIATES 900099 206000 206000 MISCELLANEOUS 900099 26610 26610 232610 16726333 10350962 189330 230717 X 163750 1890792 5933960 407210 412884 482459 23180 47118 29511 2798637 173559 112981 694119 155417 347537 2607005 34513 267577 25656 GPJ PRINTING & SHIPPING 285835 PROGRAM SVC PRINT & POS 154545 BANK AND CREDIT CARD FE 105322 ALLOCATED OVERHEAD -293952 16859615 11221 672403 2950780 1480356 646363 1205205 787329 586823 11705925 2939998 8776180 8765927 5370134 5695408 1789861 1951308 20331868 20357430 1519065 1189231 3813112 4346396 1072574 835114 704804 502336 7109555 6873077 X 13222313 13484353 13222313 13484353 20331868 20357430 -133282 395322 0 X X 0 1 X 1 0 0 0 0 5038739 383398 383398 503874 -120476 1731317 1731317 8467867 2047388 6420479 1506741 892610 614131 8765927 INVESTMENT IN SUBSIDIARIES 1562056 CASH SURRENDER VALUE OF LIFE INSURANCE 369685 DUE FROM AFFILIATES 4442 OTHER ASSETS 15125 1951308 DEFERRED COMPENSATION 500236 DUE TO AFFILIATES 2100 502336 X 17092144 395322 395322 16696822 29511 29511 16726333 16830104 0 16830104 29511 29511 16859615 PART X, LINE 2: AMGA FILES ITS TAX RETURNS AS PRESCRIBED BY THE TAX LAWS OF THE JURISDICTIONS IN WHICH IT OPERATES. MANAGEMENT HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, AMGA IS NO LONGER SUBJECT TO EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO 2020. 1 AMGA FOUNDATION INC ONE PRINCE STREET ALEXANDRIA VA 22314 546059304 501(C)(3) 150000 0 TO SUPPORT THE FOUNDATION. 1 PART I, LINE 2: THE ASSOCIATION CONTROLS THE GRANTEE ORGANIZATION. X X X X 0 1 0 JERROLD PENSO MD MBA PRESIDENT & CEO 623210 5034 71150 0 124660 0 87400 0 58130 0 964550 5034 113625 0 JOHN KENNEDY EMPLOYEE 138044 243313 72900 0 37024 0 64415 0 47675 0 360058 243313 36050 0 CHESTER SPEED VP PUBLIC POLICY 352426 0 64200 0 34277 0 59930 0 23617 0 534450 0 32600 0 RYAN O'CONNOR COO 305500 0 59000 0 29586 0 55965 0 16821 0 466872 0 28850 0 SHARON GRACE CHIEF MKTG & COMM OFFICER 233642 0 43300 0 48800 0 46159 0 38816 0 410717 0 42250 0 ELIZABETH CIEMINS EMPLOYEE 294922 0 27400 0 0 0 24555 0 5311 0 352188 0 0 0 CLYDE L MORRIS PAST CFO 65883 0 74965 0 68461 0 13424 0 34677 0 257410 0 20175 0 JAMES MILLER EMPLOYEE 215635 0 200 0 0 0 16598 0 15959 0 248392 0 0 0 CARRIE HANLON CFO 216852 0 0 0 0 0 0 0 14652 0 231504 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THERE IS ONE CLASS OF MEMBERS MADE UP OF DELEGATES FROM EACH ORGANIZATION MEMBER. THE NUMBER OF DELEGATES FOR EACH MEMBER IS DEPENDENT UPON THE SIZE OF THE ENTITY THAT IS A MEMBER. THEY MAY VOTE ON BOARD MEMBER ELECTIONS, CHANGES TO THE ORGANIZATIONAL DOCUMENTS, AND OTHER SIGNIFICANT MATTERS AFFECTING GOVERNANCE. FORM 990, PART VI, SECTION A, LINE 7A THE ASSOCIATION IS A MEMBERSHIP BASED ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B ALL VOTING BOARD MEMBERS ARE DISTRIBUTED A DRAFT COPY OF THE CURRENT YEAR FORM 990 IN ADVANCE OF THE FILING DEADLINE (INCLUDING EXTENSIONS IF APPLICABLE) WITH INSTRUCTIONS TO PROVIDE COMMENT AND FEEDBACK BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND STAFF ARE REQUIRED ANNUALLY TO 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 (ALL INDEPENDENT), AND IN CONSULTATION WITH THE ORGANIZATION'S LEGAL COUNSEL, ANNUALLY REVIEWS AND APPROVES THE COMPENSATION OF THE CEO. THE COMMITTEE REVIEWS AND COMPARES THE COMPENSATION PACKAGE WITH DATA BENCHMARKS FROM OTHER SIMILAR ORGANIZATIONS AND CONSIDERS THIS WHEN SETTING THE CEO'S COMPENSATION AND BENEFITS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENT, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G CONTRACT LABOR 128,741. IT SUPPORT AND SERVICES 376,504. WEBSITE SERVICES 85,890. PUBLIC POLICY/MONITORING 270,000. GPJ - DESIGN 76,979. AMGA CONSULTING - SURVEYS 530,296. OTHER EDITING/DESIGN 135,867. OTHER PROFESSIONAL FEES 130,589. AMGA CONSULTING - HPPE 1,063,771. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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