2025-11-14T11:16:39-06:00 2024-12-31 541149263 YOUNT HYDE & BARBOUR PC 3110 FAIRVIEW PARK DR SUITE 1100 FALLS CHURCH VA 22042 990 2024-01-01 540536002 AMERICAN MEDICAL GROUP ASSOCIATION INC AMER 7038380033 ONE PRINCE STREET ALEXANDRIA VA 223143318 JERROLD PENSO PRESIDENT & CEO 7038380033 2025-11-12 1 1 OLIVIA A HUTTON CPA P00964688 7032372500 2025-11-12 2024 2025-03-06 01:10:19Z AMGA INC JERROLD PENSO ONE PRINCE STREET ALEXANDRIA VA 223143318 17573721 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. 21 21 50 0 185051 0 5955324 5900655 10307682 9788108 229065 270844 234262 375134 16726333 16334741 163750 253750 0 0 9127305 8912256 0 0 0 7568560 7237013 16859615 16403019 -133282 -68278 20357430 21175075 6873077 7491890 13484353 13683185 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 39 0 1 50 1 1 1 0 0 0 0 0 0 0 X 21 21 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 ALKA ATAL-BARRIO MD FAAP MMM DIRECTOR 1.00 X 0 0 0 LARRY TATUM MD CHAIR ELECT 1.00 X X 0 0 0 MARY JO WILLIAMSON SECRETARY 1.00 X X 0 0 0 DANIEL M DUNCANSON MD CPE DIRECTOR 1.00 X 0 0 0 ED CURTIS CMPE DIRECTOR 1.00 X 0 0 0 BRAIN HARTE MD MHM DIRECTOR 1.00 X 0 0 0 ARIC SHARP MHA CMPE FACHE IMMEDIATE PAST 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 TREASURER 1.00 X X 0 0 0 J STEPHEN JONES MD CHAIR 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 AT-LARGE MEMBER 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 LETESHA MONTGOMERY RN MHA FACHE DIRECTOR 1.00 X 0 0 0 TODD C SMITH MD DIRECTOR 1.00 X 0 0 0 JERROLD PENSO MD MBA PRESIDENT & CEO 39.00 1.00 X 768708 7907 147535 CARRIE HANLON CFO 40.00 X 269253 0 30945 RYAN O'CONNOR COO 40.00 X 401358 0 73445 CHESTER SPEED VP PUBLIC POLICY 40.00 X 466682 0 86863 ELIZABETH CIEMINS EMPLOYEE 40.00 X 344319 0 53638 SHARON GRACE CHIEF MKTG & COMM OFFICER 40.00 X 307035 0 89068 JOHN KENNEDY EMPLOYEE 20.00 20.00 X 153095 339878 118033 WILLIAM BARON EMPLOYEE 40.00 X 222819 0 53482 2933269 347785 653009 26 0 1 0 AT YOUR SERVICE TECHNOLOGY SOLUTIONS 819 COUNTRY CLUB BLVD THIBODAUX LA 70301 IT/TECHNOLOGY 348175 ACHURCH CONSULTING LLC 11519 TAVERNAY PARKWAY CHARLOTTE NC 28262 CONSULTING 171240 BLUE MODUS INC PO BOX 1300L ARVADA CO 80001 WEBSITE DESIGN AND MAINTENACE 121095 APPLIED POLICY LLC 201 NORTH UNION ST 212 ALEXANDRIA VA 22314 PUBLIC POLICY CONSULTING 120000 MEHLMAN 1341 G STREET NW SUITE 1100 WASHINGTON DC 20005 PUBLIC POLICY/MONITORING 120000 5 5900655 5900655 RESEARCH 541700 2604589 2604589 SPONSORSHIP REVENUE 900099 2394128 2394128 HPPE COLLABORATIVE 900099 1800000 1800000 PUBLICATIONS 541800 1539774 1354723 185051 REGISTRATIONS AND EXHIBIT FEES 900099 1449617 1449617 9788108 246790 246790 1089 1089 1263034 1238980 24054 24054 24054 INCOME FROM AFFILIATES 900099 266257 266257 MISCELLANEOUS 900099 107788 107788 374045 16334741 9977102 185051 271933 X 253750 1211674 5978086 516943 632950 572603 19124 50879 32525 2635278 97741 96430 816133 152140 411340 2530237 25938 282856 40683 GPJ PRINTING & SHIPPING 237448 BANK AND CREDIT CARD FE 86102 PROGRAM SVC PRINT & POS 85594 ALLOCATED OVERHEAD -363435 16403019 672403 2716484 1480356 614484 1205205 653966 586823 439057 11750888 3206070 8765927 8544818 5695408 6137751 1951308 2068515 20357430 21175075 1189231 1081745 4346396 5245087 835114 588628 502336 576430 6873077 7491890 X 13484353 13683185 13484353 13683185 20357430 21175075 -68278 267110 0 X X 0 1 X 1 0 0 0 0 5025954 390492 390492 502595 -112103 1731317 1731317 8467867 2223036 6244831 1551704 983034 568670 0 8544818 INVESTMENT IN SUBSIDIARIES 1828313 CASH SURRENDER VALUE OF LIFE INSURANCE 155802 DUE FROM AFFILIATES 69275 OTHER ASSETS 15125 2068515 DEFERRED COMPENSATION 576430 576430 X 16569326 267110 267110 16302216 32525 32525 16334741 16370494 0 16370494 32525 32525 16403019 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 2021. 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 624557 7907 72600 0 71551 0 90405 0 57130 0 916243 7907 59675 0 JOHN KENNEDY EMPLOYEE 118908 263979 22297 49503 11890 26396 66735 0 51298 0 271128 339878 36775 0 CHESTER SPEED VP PUBLIC POLICY 355501 0 66300 0 44881 0 62115 0 24748 0 553545 0 33500 0 RYAN O'CONNOR COO 310924 0 54600 0 35834 0 57985 0 15460 0 474803 0 29725 0 ELIZABETH CIEMINS EMPLOYEE 302519 0 41800 0 0 0 25875 0 27763 0 397957 0 0 0 SHARON GRACE CHIEF MKTG & COMM OFFICER 235841 0 47300 0 23894 0 48182 0 40886 0 396103 0 22000 0 CARRIE HANLON CFO 238353 0 30900 0 0 0 14007 0 16938 0 300198 0 0 0 WILLIAM BARON EMPLOYEE 170660 0 31300 0 20859 0 34854 0 18628 0 276301 0 15675 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 3,944. IT SUPPORT AND SERVICES 223,382. WEBSITE SERVICES 75,270. PUBLIC POLICY/MONITORING 240,000. GPJ - DESIGN 78,410. AMGA CONSULTING - SURVEYS 533,640. OTHER EDITING/DESIGN 168,217. SALES COMMISSIONS 23,368. OTHER PROFESSIONAL FEES 118,381. OTHER CONTRACT LABOR 5,453. AMGA CONSULTING - HPPE 1,165,213. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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