Totals
- Total revenue
- $4,037,202
- Total expenses
- $4,105,698
- Contributions and grants received
- $3,921,699
- Grants paid
- $272,000
- Program service revenue
- $0
- Investment income
- $115,503
- Other revenue
- $0
- Total assets, end of year
- $3,491,353
- Total liabilities, end of year
- $542,745
- Net assets or fund balances, end of year
- $2,948,608
- Program services expenses (Part IX)
- $3,096,145
- Management and general expenses
- $301,883
- Fundraising expenses
- $707,670
- Program service expenses (Part III)
- $3,096,145
Program services were 75.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
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.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$150,000
-
1f · All other contributions, gifts and grants
$3,771,699
-
3 · Investment income
total $115,503 · excluded $115,503
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $272,000 · program services $272,000
-
5 · Compensation of officers, directors and key employees
total $248,347 · program services $217,709 · management and general $9,174 · fundraising $21,464
-
7 · Other salaries and wages
total $1,819,241 · program services $1,190,629 · management and general $193,508 · fundraising $435,104
-
9 · Other employee benefits
total $18,113 · program services $12,589 · management and general $1,305 · fundraising $4,219
-
10 · Payroll taxes
total $92,660 · program services $63,127 · management and general $9,062 · fundraising $20,471
-
11b · Fees: legal
total $9,724 · program services $1,224 · fundraising $8,500
-
11c · Fees: accounting
total $13,792 · management and general $13,792
-
11g · Fees: other
total $1,000,198 · program services $898,372 · management and general $6,328 · fundraising $95,498
-
13 · Office expenses
total $33,995 · program services $9,114 · management and general $6,657 · fundraising $18,224
-
14 · Information technology
total $78,863 · program services $50,210 · management and general $11,470 · fundraising $17,183
-
16 · Occupancy
total $101,877 · program services $69,471 · management and general $9,971 · fundraising $22,435
-
17 · Travel
total $47,301 · program services $44,255 · management and general $1,139 · fundraising $1,907
-
19 · Conferences, conventions and meetings
total $369,587 · program services $267,445 · management and general $39,477 · fundraising $62,665
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $1,913,030 · end of year $2,362,656
-
3 · Pledges and grants receivable
beginning of year $997,480 · end of year $481,103
-
9 · Prepaid expenses and deferred charges
end of year $9,222
-
11 · Investments: publicly traded securities
beginning of year $605,775 · end of year $636,272
-
15 · Other assets
beginning of year $32,550 · end of year $2,100
-
17 · Accounts payable and accrued expenses
beginning of year $61,935 · end of year $139,329
-
19 · Deferred revenue
beginning of year $410,000 · end of year $403,416
-
25 · Other liabilities
beginning of year $64,188 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $1,056,088 · end of year $1,077,806
-
28 · Net assets with donor restrictions
beginning of year $1,956,624 · end of year $1,870,802
Mission and programs · 2023
Mission
TO FOSTER QUALITY IMPROVEMENT IN GROUP PRACTICE THROUGH EDUCATION AND RESEARCH PROGRAMS IN CLINICAL QUALITY, PATIENT SAFETY, SERVICE, OPERATIONAL EFFICIENCY AND INNOVATION.
Activities or mission (Part I)
TO FOSTER QUALITY IMPROVEMENT IN GROUP PRACTICE THROUGH EDUCATION AND RESEARCH PROGRAMS IN CLINICAL QUALITY, PATIENT SAFETY, SERVICE, OPERATING EFFICIENCY AND INNOVATION.
-
THE ASCVD BEST PRACTICES LEARNING COLLABORATIVE IS A 33-MONTH PROGRAM TO IMPROVE THE MANAGEMENT AND TREATMENT FOR PATIENTS WITH ATHEROSCLEROTIC CARDIOVASCULAR DISEASE (ASCVD). THIRTEEN AMGA MEMBER ORGANIZATIONS WERE SELCTED TO PARTICIPATE. PARTICIPATING ORGANIZATIONS WORKED 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. FIVE EXPERT ADVISORS WERE SELECTED TO PARTICIPATE IN THE NATIONAL ADVISORY COMMITTEE. PARTICIPATING ORGANIZATIONS ATTENDED A VIRTUAL DISCUSSION FORUM, KICK-OFF IN-PERSON MEETING, MONTHLY EDUCATIONAL WEBINARS, REGULARLY REPORTED QUANTITATIVE AND QUALITATIVE DATA, HOSTED AMGA FOR SITE VISITS, RECEIVED REGULAR CLINICAL OUTREACH AND COACHING FROM AMGA.
Expenses $593,761 · Grants $70,000
-
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 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.
Expenses $891,090 · Grants $4,000
-
THE COLORECTAL CANCER (CRC) SCREENING BEST PRACTICES LEARNING COLLABORATIVE IS A 34-MONTH LEARNING COLLABORATIVE TO INCREASE THE PROPORTION OF ADULTS WHO RECEIVE SCREENING FOR COLORECTAL CANCER BASED ON THE MOST RECENT GUIDELINES. TWENTY PARTICIPATING ORGANIZATIONS ARE WORKING 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. AMGA IDENTIFIED A PANEL OF 5 EXPERT ADVISORS TO OUTLINE THE QUALITY MEASURES, INTERVENTION AREAS OF FOCUS AND DEVELOP THE CRITERIA FOR SELECTION OF AMGA MEMBER ORGANIZATIONS TO PARTICIPATE IN THE COLLABORATIVE. PARTICIPATING ORGANIZATIONS ATTENDED A KICK-OFF IN-PERSON MEETING, MONTHLY EDUCATIONAL WEBINARS, REGULARLY REPORTS QUANTITATIVE AND QUALITATIVE DATA, PARTICIPATES IN PEER TO PEER ENGAGEMENT ACTIVITIES, AND RECEIVES REGULAR CLINICAL OUTREACH AND COACHING FROM AMGA.
Expenses $837,736 · Grants $110,500
-
THE RIZE PNEUMOCOCCAL VACCINATION BEST PRACTICES LEARNING COLLABORATIVE (PNEUMOCOCCAL VACCINATION COLLABORATIVE) TO IMPROVE PNEUMOCOCCAL VACCINATION RATES AMONG THE AGE 19-64 POPULATION WITH UNDERLYING MEDICAL CONDITIONS BASED ON THE 2022 ACIP PNEUMOCOCCAL VACCINE GUIDELINES. IN THIS 25-MONTH COLLABORATIVE, PARTICIPATING ORGANIZATIONS DEVELOPED AND IMPLEMENTED STRATEGIES TO IMPROVE PNEUMOCOCCAL VACCINATION RATES WITHIN MULTI-SPECIALTY GROUPS AND INTEGRATED DELIVERY SYSTEMS IN BOTH PRIMARY CARE AND SPECIALTY CLINICAL SETTINGS. THREE EXPERT ADVISORS WERE SELECTED TO OUTLINE THE QUALITY MEASURE(S) AND INTERVENTION AREAS OF FOCUS AND DEVELOP THE CRITERIA FOR SELECTION OF AMGA MEMBER ORGANIZATIONS TO PARTICIPATE IN THE COLLABORATIVE. EIGHT AMGA MEMBER ORGANIZATIONS FROM AMGA FOUNDATION'S RISE TO IMMUNIZE NATIONAL CAMPAIGN WERE SELECTED TO IMPLEMENT IDENTIFIED INTERVENTIONS AND STRATEGIES, WITH FACILITATION AND SUPPORT FROM THE AMGA TEAMS. PARTICIPATING ORGANIZATIONS ATTENDED A VIRTUAL KICK OFF MEETING, MONTHLY EDUCATIONAL WEBINARS, REGULARLY REPORTS QUANTITATIVE AND QUALITATIVE DATA, AND RECEIVES REGULAR CLINICAL OUTREACH AND COACHING FROM AMGA.
Expenses $341,353 · Grants $40,000
-
THE OSTEOPOROSIS BEST PRACTICES LEARNING COLLABORATIVE 2.0 IS A 27-MONTH PROGRAM TO EXTEND THE LEARNINGS OF THE ORIGINAL OSTEOPOROSIS BEST PRACTICES LEARNING COLLABORATIVE (1.0). EIGHT AMGA MEMBER MULTI-SPECIALTY MEDICAL GROUPS AND INTEGRATED HEALTH SYSTEMS WERE SELECTED TO PARTICIPATE IN THE LEARNING COLLABORATIVE. THREE EXPERT ADVISORS COLLABORATED WITH AMGA IN PROGRAM PLANNING, AND ONGOING RESEARCH IN SUPPORT OF THE ESTABLISHED MEASURES, SUCCESSFUL INTERVENTIONS AND PROGRAM GOAL AND OBJECTIVES. THE GOAL OF THE COLLABORATIVE IS TO DEVELOP, IMPLEMENT, AND SUSTAIN CLINICAL PRACTICE GUIDELINE-INFORMED STRATEGIES AND INTERVENTIONS TO IMPROVE PATIENT-CENTERED IDENTIFICATION, DIAGNOSIS, LONG-TERM MANAGEMENT, AND EDUCATION. ARTICIPATING ORGANIZATIONS ATTENDED A KICK-OFF IN-PERSON MEETING PARTICIPATED IN BI-MONTHLY EDUCATIONAL WEBINARS, REGULARLY REPORTS QUANTITATIVE AND QUALITATIVE DATA, PARTICIPATES IN PEER TO PEER ENGAGEMENT ACTIVITIES, RECEIVES REGULARLY CLINICAL OUTREACH AND COACHING FROM AMGA.
Expenses $431,478 · Grants $47,500
-
OTHER
Expenses $727
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jerrold Penso MD MBAJERROLD PENSO MD MBA
SECRETARY
- Total calculated
- $969,584
- From this org
- $5,034
- From related orgs
- $819,020
- Other
- $145,530
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $5,034 + $623,210 related
- Bonus
- $0 + $71,150 related
- Other
- $0 + $124,660 related
- Deferred
- $0 + $87,400 related
- Nontaxable benefits
- $0 + $58,130 related
- Filer's total
- $5,034 + $964,550 related
-
Christina Taylor MDCHRISTINA TAYLOR MD
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Francis Colangelo MDFRANCIS COLANGELO MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Parag Agnihotri MDPARAG AGNIHOTRI MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stephanie Coopeland MDSTEPHANIE COOPELAND MD
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
John W Kennedy MDJOHN W KENNEDY MD
PRESIDENT
- Total calculated
- $603,371
- From this org
- $243,313
- From related orgs
- $247,968
- Other
- $112,090
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $243,313 + $138,044 related
- Bonus
- $0 + $72,900 related
- Other
- $0 + $37,024 related
- Deferred
- $0 + $64,415 related
- Nontaxable benefits
- $0 + $47,675 related
- Filer's total
- $243,313 + $360,058 related
-
Frederick J Bloom MDFREDERICK J BLOOM MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Edward Yu MD CmoEDWARD YU MD CMO
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
John Bulger Do MBAJOHN BULGER DO MBA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Alka Barrio-Atal MD Mmm FaapALKA BARRIO-ATAL MD MMM FAAP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Diane George DoDIANE GEORGE DO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Latesha Montgomery RN Mha FacheLATESHA MONTGOMERY RN MHA FACHE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David Nash MD MBADAVID NASH MD MBA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joseph Territo MDJOSEPH TERRITO MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Leon Jerrels MBA Mha RncphqLEON JERRELS MBA MHA RNCPHQ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Aileen Mickey MD MhaAILEEN MICKEY MD MHA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kathy HutchensKATHY HUTCHENS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Martine Thurin JD MsMARTINE THURIN JD MS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Phil Oravetz MD MPH MBAPHIL ORAVETZ MD MPH MBA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Vincenza Snow MDVINCENZA SNOW MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Clyde MorrisCLYDE MORRIS
CFO (PAST)
- Total calculated
- $257,410
- From this org
- $0
- From related orgs
- $209,309
- Other
- $48,101
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $65,883 related
- Bonus
- $0 + $74,965 related
- Other
- $0 + $68,461 related
- Deferred
- $0 + $13,424 related
- Nontaxable benefits
- $0 + $34,677 related
- Filer's total
- $0 + $257,410 related
-
Carrie HanlonCARRIE HANLON
CFO
- Total calculated
- $231,504
- From this org
- $0
- From related orgs
- $216,852
- Other
- $14,652
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $216,852 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $14,652 related
- Filer's total
- $0 + $231,504 related
-
Earlene ChambersEARLENE CHAMBERS
EMPLOYEE
- Total calculated
- $182,789
- From this org
- $168,127
- From related orgs
- $0
- Other
- $14,662
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $167,927
- Bonus
- $0
- Other
- $200
- Deferred
- $12,610
- Nontaxable benefits
- $2,052
- Filer's total
- $182,789
-
Christina SantosCHRISTINA SANTOS
EMPLOYEE
- Total calculated
- $180,258
- From this org
- $158,263
- From related orgs
- $0
- Other
- $21,995
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $146,863
- Bonus
- $11,200
- Other
- $200
- Deferred
- $12,054
- Nontaxable benefits
- $9,941
- Filer's total
- $180,258
-
Danielle CasanovaDANIELLE CASANOVA
EMPLOYEE
- Total calculated
- $164,763
- From this org
- $134,219
- From related orgs
- $0
- Other
- $30,544
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $134,219
- Bonus
- $0
- Other
- $0
- Deferred
- $11,427
- Nontaxable benefits
- $19,117
- Filer's total
- $164,763
-
Lisa CornbrooksLISA CORNBROOKS
EMPLOYEE
- Total calculated
- $160,868
- From this org
- $128,439
- From related orgs
- $0
- Other
- $32,429
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $125,239
- Bonus
- $0
- Other
- $3,200
- Deferred
- $11,208
- Nontaxable benefits
- $21,221
- Filer's total
- $160,868
-
Erin Leaver-SchmidtERIN LEAVER-SCHMIDT
EMPLOYEE
- Total calculated
- $112,274
- From this org
- $112,274
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
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
Answered yes
- 3 · Compensation committee
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
- 5a · Pay contingent on this organization's revenues
- 6b · Pay contingent on a related organization's net earnings
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- 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.
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
-
$15,000
LEARNING COLLABORATIVE GRANT
-
PREMIER MEDICAL ASSISTANCE
$13,300
LEARNING COLLABORATIVE GRANT, RISE TO IMMUNIZE
-
$10,000
LEARNING COLLABORATIVE GRANT
-
$10,000
LEARNING COLLABORATIVE GRANT
-
SIMED HEALTH LLC
$10,000
LEARNING COLLABORATIVE GRANT
-
SOUTHWEST MEDICAL ASSOCIATES
$10,000
LEARNING COLLABORATIVE GRANT
-
$5,800
RISE
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.
-
501(C)(6) · MEMBERSHIP TRADE ASSOCIATION · DC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 8 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443169349300744
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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