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Nonprofiteer
← AMGA FOUNDATION INC

Form 990 for tax year 2023

Filed by AMGA FOUNDATION INC.

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 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 MD

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Francis Colangelo MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Parag Agnihotri MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Stephanie Coopeland MD

    CHAIR

    Total calculated
    $0
    Hours/week
    1
  • John 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 MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Edward Yu MD Cmo

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • John Bulger Do MBA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Alka Barrio-Atal MD Mmm Faap

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Diane George Do

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Latesha Montgomery RN Mha Fache

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • David Nash MD MBA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Joseph Territo MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Leon Jerrels MBA Mha Rncphq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Aileen Mickey MD Mha

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Kathy Hutchens

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Martine Thurin JD Ms

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Phil Oravetz MD MPH MBA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Vincenza Snow MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Clyde 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 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 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 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 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 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-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

  • LEARNING COLLABORATIVE GRANT

  • PREMIER MEDICAL ASSISTANCE

    $13,300

    LEARNING COLLABORATIVE GRANT, RISE TO IMMUNIZE

  • LEARNING COLLABORATIVE GRANT

  • LEARNING COLLABORATIVE GRANT

  • SIMED HEALTH LLC

    $10,000

    LEARNING COLLABORATIVE GRANT

  • SOUTHWEST MEDICAL ASSOCIATES

    $10,000

    LEARNING COLLABORATIVE GRANT

  • 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.

  • AMGA INC

    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

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