2025-11-14T11:17:01-06:00 2024-12-31 541149263 YOUNT HYDE & BARBOUR PC 3110 FAIRVIEW PARK DR SUITE 1100 FALLS CHURCH VA 22042 990 2024-01-01 546059304 AMGA FOUNDATION INC AMGA 7038380033 ONE PRINCE STREET ALEXANDRIA VA 223143318 JOHN KENNEDY PRESIDENT 7038380033 2025-11-10 1 1 OLIVIA A HUTTON CPA P00964688 7032372500 2025-11-10 2024 2025-03-06 01:10:19Z JOHN KENNEDY ONE PRINCE STREET ALEXANDRIA VA 22314 4537324 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. 19 17 18 0 0 0 3921699 4425761 0 0 115503 111563 0 0 4037202 4537324 272000 172500 0 0 2178361 1962669 0 0 578373 1655337 1460056 4105698 3595225 -68496 942099 3491353 3917780 542745 23424 2948608 3894356 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 491225 79000 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 AND ATTENDED A FINAL VIRTUAL MEETING. MULTIPLE PUBLICATIONS WERE DEVELOPED AND DISSEMINATED TO INCLUDE AN INFOGRAPHIC, PEER-REVIEWED MANUSCRIPT AND MEETING SUMMARY. 1071583 THE RISE TO IMMUNIZE CAMPAIGN LAUNCHED IN OCTOBER 2021 AND CHALLENGES PARTICIPATING MEDICAL GROUPS AND HEALTH SYSTEMS TO COLLECTIVELY ADMINISTER 30 MILLION VACCINES BY 2027. TO ACHIEVE THIS AIM, THE CAMPAIGN CURRENTLY LEVERAGES THE COORDINATED DELIVERY SYSTEMS OF 85 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 SIX-YEAR INITIATIVE. 578532 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. EIGHTEEN 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 REPORTED QUANTITATIVE AND QUALITATIVE DATA, PARTICIPATED IN PEER-TO-PEER ENGAGEMENT ACTIVITIES, AND RECEIVED REGULAR CLINICAL OUTREACH AND COACHING FROM AMGA AND ATTENDED A FINAL IN-PERSON MEETING. AN INFOGRAPHIC WAS DEVELOPED AND DISSEMINATED TO THE BROADER AMGA MEMBERSHIP. ADDITIONALLY, A PEER-REVIEWED MANUSCRIPT WAS DEVELOPED AND SUBMITTED TO A PUBLISHER FOR REVIEW. 274536 46000 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 REPORTED QUANTITATIVE AND QUALITATIVE DATA AND RECEIVED REGULAR CLINICAL OUTREACH AND COACHING FROM AMGA, AND ATTENDED A FINAL VIRTUAL MEETING. A WHITE PAPER AND INFOGRAPHIC WERE DEVELOPED AND DISSEMINATED TO THE BROADER AMGA MEMBERSHIP. 442773 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. PARTICIPATING ORGANIZATIONS ATTENDED A KICK-OFF IN-PERSON MEETING, PARTICIPATED IN BI-MONTHLY EDUCATIONAL WEBINARS, REGULARLY REPORTED QUANTITATIVE AND QUALITATIVE DATA, PARTICIPATED IN PEER-TO-PEER ENGAGEMENT ACTIVITIES, RECEIVED REGULAR CLINICAL OUTREACH AND COACHING FROM AMGA, AND ATTENDED A FINAL IN-PERSON MEETING. A WHITE PAPER AND INFOGRAPHIC WERE DEVELOPED AND DISSEMINATED TO THE BROADER AMGA MEMBERSHIP. 717309 93500 2858649 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 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 12 0 1 18 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 17 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 7907 768708 147535 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 339878 153095 118033 FREDERICK J BLOOM MD TREASURER 1.00 X X 0 0 0 EDWARD YU MD CMO CHAIR ELECT 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 NANCY BERAN MD CPE FACP MHCD 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 SCOTT BERKOWITZ MD MBA DIRECTOR 1.00 X 0 0 0 MARTINE THURIN JD MS DIRECTOR 1.00 X 0 0 0 VINCENZA SNOW MD DIRECTOR 1.00 X 0 0 0 CARRIE HANLON CFO 1.00 39.00 X 0 269253 30945 EARLENE CHAMBERS EMPLOYEE 40.00 X 171340 0 15056 CHRISTINA SANTOS EMPLOYEE 40.00 X 154254 0 41331 DANIELLE CASANOVA EMPLOYEE 40.00 X 157207 0 45525 LISA CORNBROOKS EMPLOYEE 40.00 X 125347 0 56737 ERIN LEAVER-SCHMIDT EMPLOYEE 40.00 X 114772 0 9928 1070705 1191056 465090 6 0 1 0 0 150000 4275761 4425761 111563 111563 4537324 0 0 111563 X 172500 172500 401860 341426 26264 34170 1177973 836392 60407 281174 261979 195314 14372 52293 120857 90103 6630 24124 7828 7828 14250 14250 892312 805991 2510 83811 66498 39240 8847 18411 79498 57725 4248 17525 90379 67381 4958 18040 171668 144142 5736 21790 137623 108435 9981 19207 3595225 2858649 158203 578373 2362656 2738624 481103 509620 9222 0 636272 669536 2100 0 3491353 3917780 139329 23424 403416 0 542745 23424 X 1077806 1818698 1870802 2075658 2948608 3894356 3491353 3917780 942099 3649 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 47230 1616 48846 45686 1544 47230 45292 394 45686 45253 39 45292 44920 333 45253 1.00000 0 0 0 X 4540973 3649 3649 4537324 0 4537324 3595225 0 3595225 0 3595225 PART V, LINE 4: LEE LECTURESHIP FUND - $48,846 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 2021. X 0 AK AR CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI AL 1 PREVEA HEALTH 2710 EXECUTIVE DR GREEN BAY WI 54307 390817529 10000 0 LEARNING COLLABORATIVE GRANT SIMED HEALTH LLC 4343 W NEWBERRY RD GAINSVILLE FL 32607 823017080 10000 0 LEARNING COLLABORATIVE GRANT 2 X X X X 0 1 0 1 0 0 1 0 0 JERROLD PENSO MD MBA SECRETARY 7907 624557 0 72600 0 71551 0 90405 0 57130 7907 916243 0 59675 JOHN W KENNEDY MD PRESIDENT 263979 118908 49503 22297 26396 11890 0 66735 0 51298 339878 271128 0 36775 CARRIE HANLON CFO 0 238353 0 30900 0 0 0 14007 0 16938 0 300198 0 0 DANIELLE CASANOVA EMPLOYEE 142707 0 14500 0 0 0 12735 0 32790 0 202732 0 0 0 CHRISTINA SANTOS EMPLOYEE 140854 0 13400 0 0 0 12407 0 28924 0 195585 0 0 0 EARLENE CHAMBERS EMPLOYEE 171340 0 0 0 0 0 12850 0 2206 0 186396 0 0 0 LISA CORNBROOKS EMPLOYEE 125347 0 0 0 0 0 11172 0 45565 0 182084 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. 719366 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. 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 86,625. MANAGEMENT AND GENERAL EXPENSES 2,510. FUNDRAISING EXPENSES 23,811. TOTAL EXPENSES 112,946. DATA ANALYSIS SERVICES: PROGRAM SERVICE EXPENSES 719,366. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 719,366. CONSULTANT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 60,000. TOTAL EXPENSES 60,000. 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 276978 ALLOCATED AMGA INC O 1901935 CASH PAID FOR SERVICES AMGA INC C 150000 CASH RECEIVED AMGA INC M 719366 CASH PAID FOR SERVICES