2024-11-11T08:36:21-06:00 2023-12-31 541149263 YOUNT HYDE & BARBOUR PC 3110 FAIRVIEW PARK DR SUITE 1100 FALLS CHURCH VA 22042 990 2023-01-01 546059304 AMGA FOUNDATION INC AMGA 7038380033 ONE PRINCE STREET ALEXANDRIA VA 223143318 JOHN KENNEDY PRESIDENT 7038380033 2024-11-08 1 0 OLIVIA A HUTTON CPA P00964688 7032372500 2024-11-08 2023 2024-10-15 13:58:12Z JOHN KENNEDY ONE PRINCE STREET ALEXANDRIA VA 22314 4037202 0 X WWW.AMGA.ORG X 1966 DC TO FOSTER QUALITY IMPROVEMENT IN GROUP PRACTICE THROUGH EDUCATION AND RESEARCH PROGRAMS IN CLINICAL QUALITY, PATIENT SAFETY, SERVICE, OPERATING EFFICIENCY AND INNOVATION. 20 18 14 0 0 0 3905065 3921699 0 0 17264 115503 0 0 3922329 4037202 90000 272000 0 0 1895378 2178361 0 0 707670 1437441 1655337 3422819 4105698 499510 -68496 3548835 3491353 536123 542745 3012712 2948608 X TO FOSTER QUALITY IMPROVEMENT IN GROUP PRACTICE THROUGH EDUCATION AND RESEARCH PROGRAMS IN CLINICAL QUALITY, PATIENT SAFETY, SERVICE, OPERATIONAL EFFICIENCY AND INNOVATION. 0 0 593761 70000 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. 891090 4000 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. 837736 110500 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. 341353 40000 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. 431478 47500 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. 727 OTHER 773558 87500 3096145 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 1 0 1 10 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA CT FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WV WI X CARRIE HANLON 7038380033 ONE PRINCE STREET ALEXANDRIA VA 22314 JERROLD PENSO MD MBA SECRETARY 1.00 39.00 X X 5034 819020 145530 CHRISTINA TAYLOR MD PAST CHAIR 1.00 X X 0 0 0 FRANCIS COLANGELO MD DIRECTOR 1.00 X 0 0 0 PARAG AGNIHOTRI MD DIRECTOR 1.00 X 0 0 0 STEPHANIE COOPELAND MD CHAIR 1.00 X X 0 0 0 JOHN W KENNEDY MD PRESIDENT 20.00 20.00 X X 243313 247968 112090 FREDERICK J BLOOM MD DIRECTOR 1.00 X 0 0 0 EDWARD YU MD CMO TREASURER 1.00 X X 0 0 0 JOHN BULGER DO MBA DIRECTOR 1.00 X 0 0 0 ALKA BARRIO-ATAL MD MMM FAAP DIRECTOR 1.00 X 0 0 0 DIANE GEORGE DO DIRECTOR 1.00 X 0 0 0 LATESHA MONTGOMERY RN MHA FACHE DIRECTOR 1.00 X 0 0 0 DAVID NASH MD MBA DIRECTOR 1.00 X 0 0 0 JOSEPH TERRITO MD DIRECTOR 1.00 X 0 0 0 LEON JERRELS MBA MHA RNCPHQ DIRECTOR 1.00 X 0 0 0 AILEEN MICKEY MD MHA DIRECTOR 1.00 X 0 0 0 KATHY HUTCHENS DIRECTOR 1.00 X 0 0 0 MARTINE THURIN JD MS DIRECTOR 1.00 X 0 0 0 PHIL ORAVETZ MD MPH MBA DIRECTOR 1.00 X 0 0 0 VINCENZA SNOW MD DIRECTOR 1.00 X 0 0 0 CLYDE MORRIS CFO (PAST) 1.00 39.00 X 0 209309 48101 CARRIE HANLON CFO 1.00 39.00 X 0 216852 14652 EARLENE CHAMBERS EMPLOYEE 40.00 X 168127 0 14662 CHRISTINA SANTOS EMPLOYEE 40.00 X 158263 0 21995 DANIELLE CASANOVA EMPLOYEE 40.00 X 134219 0 30544 LISA CORNBROOKS EMPLOYEE 40.00 X 128439 0 32429 ERIN LEAVER-SCHMIDT EMPLOYEE 40.00 X 112274 0 0 949669 1493149 420003 6 0 1 0 0 150000 3771699 3921699 115503 115503 4037202 0 0 115503 X 272000 272000 248347 217709 9174 21464 1819241 1190629 193508 435104 18113 12589 1305 4219 92660 63127 9062 20471 9724 1224 8500 13792 13792 1000198 898372 6328 95498 33995 9114 6657 18224 78863 50210 11470 17183 101877 69471 9971 22435 47301 44255 1139 1907 369587 267445 39477 62665 4105698 3096145 301883 707670 1913030 2362656 997480 481103 9222 605775 636272 32550 2100 3548835 3491353 61935 139329 410000 403416 64188 0 536123 542745 X 1056088 1077806 1956624 1870802 3012712 2948608 3548835 3491353 -68496 4392 0 X X 0 1 X 0 0 X X X 1 AMGA INC 540536002 10 1 150000 0 1 150000 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV SECTION A LINE 3B SUPPORTED ORGANIZATION AMGA, INC. IS A 501(C)(6)ORGANIZATION. PART IV SECTION A LINE 3C THE ORGANIZATION AND AMGA, INC. ARE MANAGED BY COMMON EMPLOYEES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45686 1544 47230 45292 394 45686 45253 39 45292 44920 333 45253 44126 794 44920 1.00000 0 0 0 X 4041594 4392 4392 4037202 0 4037202 4105698 0 4105698 0 4105698 PART V, LINE 4: LEE LECTURESHIP FUND - $47,230 THE LEE LECTURESHIP WAS ESTABLISHED IN 1978 FROM A RESTRICTED DONATION TO THE FOUNDATION AND IS AWARDED TO AN INDIVIDUAL WHO HAS PROVIDED OUTSTANDING SERVICE TO THE GROUP PRACTICE OF MEDICINE. THE FOUNDATION ESTABLISHED A SEPARATE ACCOUNT TO RECOGNIZE THE EARNINGS AND TRACK THE EXPENSES ON THIS RESTRICTED PURPOSE UNTIL SUCH TIME AS ALL FUNDS HAVE BEEN EXPENDED. PART X, LINE 2: AMGF FILES THEIR TAX RETURNS AS PRESCRIBED BY THE TAX LAWS OF THE JURISDICTIONS IN WHICH THEY OPERATE. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO 2020. 1 NORTON MEDICAL GROUP 4801 OLYMPIA PARK PLZ LOUISVILLE KY 40218 611276316 501(C)(3) 5800 0 RISE OCHSNER HEALTH 1516 JEFFERSON HWY NEW ORLEANS LA 70121 205296918 501(C)(3) 10000 0 LEARNING COLLABORATIVE GRANT OLMSTED MEDICAL CENTER 210 9TH ST SE ROCHESTER MN 55904 410855367 501(C)(3) 10000 0 LEARNING COLLABORATIVE GRANT PREMIER MEDICAL ASSISTANCE 3824 NORTHERN PIKE MONROEVILLE PA 15146 251742869 13300 0 LEARNING COLLABORATIVE GRANT, RISE TO IMMUNIZE PREVEA HEALTH 2710 EXECUTIVE DR GREEN BAY WI 54307 390817529 15000 0 LEARNING COLLABORATIVE GRANT SIMED HEALTH LLC 4343 W NEWBERRY RD GAINSVILLE FL 32607 823017080 10000 0 LEARNING COLLABORATIVE GRANT SOUTHWEST MEDICAL ASSOCIATES 2716 N TENAYA WAY LAS VEGAS NV 89128 860857176 10000 0 LEARNING COLLABORATIVE GRANT 3 4 X X X X 0 1 0 1 0 0 1 0 0 JERROLD PENSO MD MBA SECRETARY 5034 623210 0 71150 0 124660 0 87400 0 58130 5034 964550 0 113625 JOHN W KENNEDY MD PRESIDENT 243313 138044 0 72900 0 37024 0 64415 0 47675 243313 360058 0 36050 CLYDE MORRIS CFO (PAST) 0 65883 0 74965 0 68461 0 13424 0 34677 0 257410 0 20175 CARRIE HANLON CFO 0 216852 0 0 0 0 0 0 0 14652 0 231504 0 0 EARLENE CHAMBERS EMPLOYEE 167927 0 0 0 200 0 12610 0 2052 0 182789 0 0 0 CHRISTINA SANTOS EMPLOYEE 146863 0 11200 0 200 0 12054 0 9941 0 180258 0 0 0 DANIELLE CASANOVA EMPLOYEE 134219 0 0 0 0 0 11427 0 19117 0 164763 0 0 0 LISA CORNBROOKS EMPLOYEE 125239 0 0 0 3200 0 11208 0 21221 0 160868 0 0 0 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. AMGA INC FOUNDATION IS CONTROLLED BY MANAGING MEMBER AND PRIMARY OWNER OF RECIPIENT. 873000 AMOUNT PAID TO AMGA, INC. FOR DATA ANALYSIS. 0 FORM 990, PART VI, SECTION B, LINE 11B ALL VOTING BOARD MEMBERS ARE DISTRIBUTED A DRAFT COPY OF THE CURRENT YEAR FORM 990 WITH SUFFICIENT TIME IN ADVANCE OF THE FILING DEADLINE (INCLUDING EXTENSIONS IF APPLICABLE) WITH INSTRUCTIONS TO PROVIDE COMMENT AND FEEDBACK BEFORE FILING. ACCOMPANYING THE DRAFT COPY, ARE INSTRUCTIONS TO CONFIRM THAT THEY ARE INDEPENDENT VOTING MEMBERS AND THAT THERE ARE NO FAMILY OR BUSINESS RELATIONSHIPS IN ACCORDANCE WITH PART VI (LINE 2). FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND STAFF ARE REQUIRED TO ANNUALLY 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, A RELATED ORGANIZATION (ALL INDEPENDENT), AND THE ORGANIZATION'S LEGAL COUNSEL, ANNUALLY REVIEWS AND APPROVES THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. A SMALL PORTION OF THE CEO'S SALARY IS ALLOCATED TO THE FOUNDATION AS SUBSTANTIATED IN TIME RECORDS. APPROXIMATELY EVERY 3 YEARS BUT NOT GREATER THAN EVERY 5 YEARS, THE CONSULTING FIRM'S ANALYSIS INCLUDES THE KEY EMPLOYEES OF AMGA, A RELATED ORGANIZATION, WHOSE SALARIES MAY BE ALLOCATED TO THE FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC ON A ROUTINE BASIS. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 25,372. MANAGEMENT AND GENERAL EXPENSES 6,328. FUNDRAISING EXPENSES 95,498. TOTAL EXPENSES 127,198. DATA ANALYSIS SERVICES: PROGRAM SERVICE EXPENSES 873,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 873,000. FORM 990, PART XI, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. AMGA INC ONE PRINCE STREET ALEXANDRIA VA 22314 540536002 MEMBERSHIP TRADE ASSOCIATION DC 501(C)(6) 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 AMGA INC N 270732 ALLOCATED AMGA INC O 1464540 CASH PAID FOR SERVICES AMGA INC C 150000 CASH RECEIVED AMGA INC M 873000 CASH PAID FOR SERVICES