Form 990 for tax year 2023

What the amendment changed

Compared with the return it replaced , filed 20 August 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Those are the same on the two returns, so the amendment changed something else.

Totals

Total revenue

$6,650,060

Total expenses

$6,584,685

Contributions and grants received

$2,221,675

Grants paid

$987,867

Program service revenue

$4,131,253

Investment income

$35,144

Other revenue

$261,988

Total assets, end of year

$2,835,092

Total liabilities, end of year

$1,814,729

Net assets or fund balances, end of year

$1,020,363

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.

Mission and programs · 2023

• CLINICAL AFFAIRS:--PRODUCTS AND RESOURCES ARE DEVELOPED, AND IMPLEMENTATION SKILLS ARE TAUGHT TO ENHANCE THE CLINICAL AND MANAGEMENT SKILL SET OF MEDICAL DIRECTORS, ATTENDING PHYSICIANS, AND OTHERS PRACTICING IN THE POST-ACUTE AND LONG-TERM CARE CONTINUUM. PRODUCTS INCLUDE CLINICAL PRACTICE GUIDELINES, INFORMATION TOOLKITS, TEACHING KITS AND SELF-STUDY CONTINUING MEDICAL EDUCATION ("CME") EXAMS.--AMDA LEADS A FIVE-YEAR CDC GRANT NAMED "IMPROVING ADULT IMMUNIZATION RATES FOR COVID-19, INFLUENZA, AND ROUTINE ADULT VACCINATIONS THROUGH PARTNERSHIPS WITH MEDICAL SUBSPECIALTY PROFESSIONAL SOCIETIES AND THE LONG-TERM CARE PROFESSIONAL SOCIETY". THIS 5-YEAR GRANT WILL INCREASE COVID-19, INFLUENZA, AND ROUTINE ADULT VACCINATION COVERAGE IN ADULTS WITH CHRONIC MEDICAL CONDITIONS, IN OCCUPATIONAL HEALTH CLINICS, AND IN ADULTS WORKING AND RESIDING IN LONG-TERM CARE (LTC) FACILITIES.

• PROFESSIONAL DEVELOPMENT/MEETINGS:--ANNUAL CONFERENCE - AMDA PRESENTS AN ANNUAL CONFERENCE WHERE SPEAKERS PRESENT CONTENT DESIGNED TO EXPAND ATTENDEES' KNOWLEDGE, COMPETENCY AND SKILLS IN CLINICAL MEDICINE, LEADERSHIP AND MANAGEMENT IN LONG-TERM CARE. THE EVENT ALLOWS ATTENDEES TO CHOOSE FROM A VARIETY OF SESSIONS FOCUSED ON DIFFERENT AREAS OF LONG-TERM AND POST-ACUTE CARE. CONTENT IS CHOSEN THROUGH A COMMITTEE THAT USES ACTIVITY EVALUATIONS, ENVIRONMENTAL SCANNING, EXPERT OPINIONS AND STANDARDS OF PRACTICE TO CHOOSE TOPICS FOR PRESENTATION. THE PROGRAM INCLUDES INTERACTIVE AND DIDACTIC LIVE AND ONLINE PRESENTATIONS. --PROFESSIONAL DEVELOPMENT AND EDUCATION - THE CONTENT OF AMDA'S PROFESSIONAL DEVELOPMENT ACTIVITIES IS BASED ON A CONTINUOUS NEEDS ASSESSMENT CONDUCTED THROUGH ACTIVITY EVALUATIONS, ENVIRONMENTAL SAMPLING, EXPERT OPINION, AND STANDARDS OF PRACTICE, INCLUDING PRACTICE GUIDELINES. EDUCATION CONTENT IS DESIGNED TO EXPAND THE KNOWLEDGE, COMPETENCY AND SKILLS OF PHYSICIANS AND ALLIED HEALTHCARE PROFESSIONALS WHO TREAT PATIENTS IN LONG TERM CARE SETTINGS THROUGH NATIONAL AND REGIONAL DISSEMINATION OF EMERGING INFORMATION IN CLINICAL MEDICINE AND IN LEADERSHIP AND MANAGEMENT IN LONG TERM CARE. AMDA UTILIZES A VARIETY OF INSTRUCTIONAL METHODS AND FORMATS FOR ITS CONTINUING EDUCATION ACTIVITIES VIA LIVE AND ON-LINE PROGRAMS, WHICH ARE BASED ON THE DESIRED LEARNING OBJECTIVES AND OUTCOME OF THE EDUCATIONAL ACTIVITY. SPECIFIC ACTIVITIES INCLUDE CORE CURRICULUM ON MEDICAL DIRECTION LIVE AND ONLINE COURSES WITH AUDIENCE RESPONSE, ONLINE ASYNCHRONOUS PROGRAMS, AND PRINT AND ON-LINE ENDURING MATERIALS.

• MEMBERSHIP AND COMMUNICATIONS:--MEMBERSHIP - AMDA IS THE ONLY NATIONAL ORGANIZATION GUIDED ENTIRELY AND EXCLUSIVELY BY THE NEEDS AND ISSUES AFFECTING POST-ACUTE AND LONG-TERM CARE MEDICINE. THE BENEFITS OF MEMBERSHIP ARE DESIGNED FOR, AND DELIVERED TO INDIVIDUALS. AMDA ADDRESSES THE RESPONSIBILITIES INHERENT IN THE ROLES OF THE ATTENDING PHYSICIAN, MEDICAL DIRECTOR, PRACTICE MANAGER, NURSE PRACTITIONER AND PHYSICIAN ASSISTANT AND PROVIDES RESOURCES TO THE ENTIRE INTERDISCIPLINARY TEAM TO HELP EVERYONE WORK TOGETHER AND EFFECTIVELY ADDRESSES DIFFICULT CLINICAL, ADMINISTRATIVE, AND ETHICAL ISSUES IN POST-ACUTE AND LONG-TERM CARE. ALLIED HEALTH, STUDENT AND INDUSTRY MEMBERS ARE ALSO PROVIDED RESOURCES, AND AMDA NOW OFFERS PRACTICE GROUP NETWORK ("PGN") BENEFITS AS A NEW CATEGORY OF SERVICE. FOR THE YEAR ENDED DECEMBER 31, 2023, ON AVERAGE FOR THE YEAR THERE WERE 2,803 INDIVIDUAL MEMBERS, 667 CORPORATE MEMBERS, AND 951 PRACTICE GROUP NETWORK MEMBERS ONLY.--COMMUNICATION - AMDA HAS TWO PUBLICATIONS: JAMDA - THE JOURNAL OF POST-ACUTE AND LONG-TERM CARE MEDICINE ("JAMDA"), A PEER REVIEWED JOURNAL, WHICH IS DISTRIBUTED TWELVE TIMES PER YEAR, AND CARING FOR THE AGES ("CARING"), A MONTHLY NEWSLETTER FOR POST-ACUTE AND LONG TERM CARE PRACTITIONERS.

• PUBLIC POLICY:ADVOCATES FOR THE INTERESTS OF MEDICAL DIRECTORS, ATTENDING PHYSICIANS, AND OTHERS PRACTICING IN THE POST-ACUTE AND LONG-TERM CARE CONTINUUM. AMDA'S VOICE HELPS TO EDUCATE AND INFLUENCE POLICY MAKERS IN CONGRESS AND THE FEDERAL AGENCIES. AMDA HAS HELPED SHAPE IMPORTANT POLICIES INCLUDING PHYSICIAN PAYMENT AND THE ROLE OF THE MEDICAL DIRECTOR AND PHYSICIANS IN THE POST-ACUTE AND LONG-TERM CARE CONTINUUM. AMDA ALSO OFFERS A NUMBER OF EDUCATIONAL MATERIALS TO HELP ITS MEMBERS SUCCEED IN THEIR PRACTICES.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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

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

• ALG SENIOR

  $195,000

  TO ASSIST THEIR MISSION TO ADVANCE THE QUALITY OF LIFE FOR PERSONS IN POST-ACUTE/LONG-TERM CARE

• SABER HEALTHCARE GROUP LLC

  $123,750

  TO ASSIST THEIR MISSION TO ADVANCE THE QUALITY OF LIFE FOR PERSONS IN POST-ACUTE/LONG-TERM CARE

• AVALON HEALTH CARE MANAGEMENT INC

  $112,500

  TO ASSIST THEIR MISSION TO ADVANCE THE QUALITY OF LIFE FOR PERSONS IN POST-ACUTE/LONG-TERM CARE

• GENESIS HEALTHCARE LLC

  $112,500

  TO ASSIST THEIR MISSION TO ADVANCE THE QUALITY OF LIFE FOR PERSONS IN POST-ACUTE/LONG-TERM CARE

• THE EVANGELICAL LUTHERAN GOOD SAMARITAN SOCIETY

  $112,500

  TO ASSIST THEIR MISSION TO ADVANCE THE QUALITY OF LIFE FOR PERSONS IN POST-ACUTE/LONG-TERM CARE

• UPMC SENIOR COMMUNITIES INC

  $82,500

  TO ASSIST THEIR MISSION TO ADVANCE THE QUALITY OF LIFE FOR PERSONS IN POST-ACUTE/LONG-TERM CARE

• HOMAHA SENIOR CARE LLC

  $75,000

  TO ASSIST THEIR MISSION TO ADVANCE THE QUALITY OF LIFE FOR PERSONS IN POST-ACUTE/LONG-TERM CARE

• TRANSITIONAL CARE PHYSICIANS OF GEORGIA

  $70,000

  TO ASSIST THEIR MISSION TO ADVANCE THE QUALITY OF LIFE FOR PERSONS IN POST-ACUTE/LONG-TERM CARE

• AVERA HEALTH

  $50,000

  TO ASSIST THEIR MISSION TO ADVANCE THE QUALITY OF LIFE FOR PERSONS IN POST-ACUTE/LONG-TERM CARE

• MIAMI UNIVERSITY

  $29,134

  TO ASSIST THEIR MISSION TO ADVANCE THE QUALITY OF LIFE FOR PERSONS IN POST-ACUTE/LONG-TERM CARE

The 10 largest by cash amount. The API serves every itemized grant.

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.

• THE FOUNDATION FOR POST-ACUTE AND LONG-TERM CARE MEDICINE INC

  501(C)(3) · THE FOUNDATION FUNDS RESEARCH PROJECTS AND EDUCATES PROFESSIONALS. · MD · controlled entity

  Directly controlled by AMDA - THE SOCIETY FOR POST-ACUTE AND LONG-TERM CARE MEDICINE

• AMERICAN BOARD OF POST-ACUTE AND LONG-TERM CARE MEDICINE INC

  501(C)(6) · CERTIFYING MEDICAL DIRECTORS OF LONG TERM CARE FACILITIES · MD · controlled entity

  Directly controlled by AMDA - THE SOCIETY FOR POST-ACUTE AND LONG-TERM CARE MEDICINE

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Provenance

Return type

form_990

Tax year

2023

Filed

23 August 2024

IRS schema version

2023v5.1

Source object

202402409349301570

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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