2023-11-14T11:38:08-06:00 2022-12-31 541149263 YOUNT HYDE & BARBOUR PC 3110 FAIRVIEW PARK DR SUITE 1100 FALLS CHURCH VA 22042 990 2022-01-01 540536002 AMERICAN MEDICAL GROUP ASSOCIATION INC AMER 7038380033 ONE PRINCE STREET ALEXANDRIA VA 223143318 JERROLD PENSO PRESIDENT & CEO 7038380033 2023-11-14 1 JERROLD PENSO XXX-XX-XXXX 0 OLIVIA A HUTTON CPA P00964688 7032372500 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z AMGA INC JERROLD PENSO ONE PRINCE STREET ALEXANDRIA VA 223143318 17229389 0 X WWW.AMGA.ORG X 1950 DC AMGA, INC. IMPROVES HEALTHCARE FOR PATIENTS BY SUPPORTING MULTISPECIALTY MEDICAL GROUPS AND OTHER ORGANIZED SYSTEMS OF CARE. 20 20 66 0 162182 0 6914293 5958588 3180867 8986344 170926 -2616383 196729 1197874 10462815 13526423 350000 160000 0 0 5954922 8188512 0 0 0 3034783 6240396 9339705 14588908 1123110 -1062485 19689445 20331868 7564476 7109555 12124969 13222313 AMGA, INC. IMPROVES HEALTHCARE FOR PATIENTS BY SUPPORTING MULTISPECIALTY MEDICAL GROUPS AND OTHER ORGANIZED SYSTEMS OF CARE. 0 0 MEETINGS THROUGHOUT THE YEAR, MEETINGS ARE HELD WHICH BRING TOGETHER EXECUTIVES FROM MEMBER AND NON-MEMBER GROUPS AND OTHER INTERESTED PARTIES TO EDUCATE THEM ABOUT THE LATEST DEVELOPMENTS IN THE FIELD, TO ADDRESS ISSUES AND PROBLEMS AFFECTING THE MEMBERS ORGANIZATIONS, TO PROVIDE NETWORKING OPPORTUNITIES, TO LEARN ABOUT BEST PRACTICES IN PATIENT CARE, AND TO PROVIDE GOVERNMENT AND REGULATORY UPDATES. MEMBERSHIP SERVICES INCLUDES EDUCATIONAL CONTENT THROUGH MEETINGS, WEBSITE, AND PUBLICATIONS FOR THE EXECUTIVES AT MEMBER ORGANIZATIONS. GOVERNMENT RELATIONS - INVOLVED IN THE SUBMISSION OF STATEMENTS AND COMMUNICATIONS TO LEGISLATORS AND MEMBERS RELATING TO EXISTING, PENDING OR PROPOSED LEGISLATION OF DIRECT INTEREST TO TAXPAYERS AND MEMBERS. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 37 0 1 66 1 1 1 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X CARRIE HANLON 7038380033 ONE PRINCE STREET ALEXANDRIA VA 223143318 RICHARD H BONE MD DIRECTOR 1.00 X 0 0 0 J STEPHEN JONES MD TREASURER 1.00 X X 0 0 0 BETH AVERBECK AT LARGE MEMBER 1.00 X 0 0 0 DANIEL DUNCANSON MD CPE DIRECTOR 1.00 X 0 0 0 STEPHANIE COPELAND MD MBA FAAP DIRECTOR 1.00 X 0 0 0 THERESA FREI RN BSN MBA DIRECTOR 1.00 X 0 0 0 TIM WEIR MHA MBA FACHE CHAIR 1.00 X X 0 0 0 ARIC SHARP MHA CMPE FACHE CHAIR ELECT 1.00 X X 0 0 0 LUIS GARCIA MD MBA FACS FASMBS DIRECTOR 1.00 X 0 0 0 KATHERINE FLYNN HENRY JD DIRECTOR 1.00 X 0 0 0 GRACE TERRELL MD MMMFACP PAST CHAIR 1.00 X X 0 0 0 KEITH JONES MD DIRECTOR 1.00 X 0 0 0 LARRY TATUM MD SECRETARY 1.00 X X 0 0 0 CAROL ELAINE BROCKMILLER CMPE DIRECTOR 1.00 X 0 0 0 RICHARD S ISAACS MD FACS DIRECTOR 1.00 X 0 0 0 KIM SHERBROOKE MHA FACMPE DIRECTOR 1.00 X 0 0 0 MARY JO WILLIAMSON DIRECTOR 1.00 X 0 0 0 PHILIP M ORAVETZ MD MPH MBA DIRECTOR 1.00 X 0 0 0 MICHAEL A ROSSI MD MBA FACC DIRECTOR 1.00 X 0 0 0 ADNAN MUNKARAH MD CPE DIRECTOR 1.00 X 0 0 0 JERROLD PENSO PRESIDENT & CEO 39.00 1.00 X 724395 6920 139701 CLYDE L MORRIS CFO 39.00 1.00 X 259074 0 77402 RYAN O'CONNOR COO 40.00 X 378718 0 71901 CHESTER SPEED VP PUBLIC POLICY 40.00 X 432693 0 79306 ELIZABETH CIEMINS EMPLOYEE 40.00 X 306497 0 29646 SHARON GRACE CHIEF MKTG & COMM OFFICER 40.00 X 265708 0 80392 JOHN KENNEDY EMPLOYEE 20.00 20.00 X 237568 190077 95341 JILL POWELSON EMPLOYEE 40.00 X 244768 0 31539 2849421 196997 605228 24 0 1 0 STEMPTECH 4017 N 26TH ST ARLINGTON VA 22207 IT SUPPORT AND SERVICES 464962 MEHLMAN 1341 G STREET NW SUITE 1100 WASHINGTON DC 20005 PUBLIC POLICY/MONITORING 120000 BLUE MODUS INC PO BOX 1300L ARVADA CO 80001 COMPUTER CONSULTING 113868 TPO INC 1530 WILSON BLVD ARLINGTON VA 22209 HR SERVICES 100135 4 5958588 5958588 RESEARCH 541700 2933308 2933308 ANNUAL CONFERENCE 900099 1708544 1708544 IQL,REG.& OTHER MEETINGS 900099 1511565 1511565 HPPE COLLABORATIVE 900099 1500000 1500000 PUBLICATIONS 541800 1332927 1170745 162182 8986344 142300 142300 2285 2285 944283 3693577 9389 -2749294 -9389 -2758683 -2758683 DISSOLUTION OF AMGA AFFILIATE 900099 904403 904403 CONFERENCE REGISTRATIONS (EXPIRED 900099 336673 336673 MISCELLANEOUS 900099 5000 5000 -50487 -50487 1195589 13526423 10019751 162182 -2614098 X 160000 1624985 5752229 387104 9407 414787 57233 45608 28488 2220220 47481 132504 569157 125125 206732 2290356 42869 267728 24929 GPJ PRINTING & SHIPPING 271288 PROGRAM SVC PRINT & POS 131097 BANK AND CREDIT CARD FE 103219 ALLOCATED OVERHEAD -323638 14588908 14326 11221 1680565 2950780 116874 646363 651231 787329 11448600 2672420 9016745 8776180 5275319 5370134 2934385 1789861 19689445 20331868 1048928 1519065 4518811 3813112 1299430 1072574 697307 704804 7564476 7109555 X 12124969 13222313 12124969 13222313 19689445 20331868 -1062485 2159829 0 X X 0 1 X 1 0 0 0 0 5958588 347512 347512 595859 -248347 1731317 1731317 8467867 1871740 6596127 1249416 800680 448736 8776180 INVESTMENT IN SUBSIDIARIES 1356056 CASH SURRENDER VALUE OF LIFE INSURANCE 346471 DUE FROM AFFILIATES 72209 OTHER ASSETS 15125 1789861 DEFERRED COMPENSATION 535495 DUE TO AFFILIATES 169309 704804 X PART X, LINE 2: AMGA FILES ITS TAX RETURNS AS PRESCRIBED BY THE TAX LAWS OF THE JURISDICTIONS IN WHICH IT OPERATES. MANAGEMENT HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, AMGA IS NO LONGER SUBJECT TO EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO 2019. 1 AMGA FOUNDATION INC ONE PRINCE STREET ALEXANDRIA VA 22314 546059304 501(C)(3) 150000 0 TO SUPPORT THE FOUNDATION. PART I, LINE 2: THE ASSOCIATION CONTROLS THE GRANTEE ORGANIZATION. X X X X 0 1 0 JERROLD PENSO PRESIDENT & CEO 592130 6920 67800 0 64465 0 82550 0 57151 0 864096 6920 54075 0 JOHN KENNEDY EMPLOYEE 176868 190077 60700 0 0 0 60650 0 34691 0 332909 190077 0 0 CHESTER SPEED VP PUBLIC POLICY 336503 0 62100 0 34090 0 56375 0 22931 0 511999 0 29500 0 RYAN O'CONNOR COO 292432 0 57300 0 28986 0 53269 0 18632 0 450619 0 26100 0 SHARON GRACE CHIEF MKTG & COMM OFFICER 209084 0 36400 0 20224 0 43959 0 36433 0 346100 0 17400 0 CLYDE L MORRIS CFO 196156 0 40900 0 22018 0 41229 0 36173 0 336476 0 22800 0 ELIZABETH CIEMINS EMPLOYEE 280497 0 26000 0 0 0 24555 0 5091 0 336143 0 0 0 JILL POWELSON EMPLOYEE 208822 0 29066 0 6880 0 20218 0 11321 0 276307 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THERE IS ONE CLASS OF MEMBERS MADE UP OF DELEGATES FROM EACH ORGANIZATION MEMBER. THE NUMBER OF DELEGATES FOR EACH MEMBER IS DEPENDENT UPON THE SIZE OF THE ENTITY THAT IS A MEMBER. THEY MAY VOTE ON BOARD MEMBER ELECTIONS, CHANGES TO THE ORGANIZATIONAL DOCUMENTS, AND OTHER SIGNIFICANT MATTERS AFFECTING GOVERNANCE. FORM 990, PART VI, SECTION A, LINE 7A THE ASSOCIATION IS A MEMBERSHIP BASED ORGANIZATION. 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 ANNUALLY TO 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 (ALL INDEPENDENT), AND IN CONSULTATION WITH THE ORGANIZATION'S LEGAL COUNSEL, ANNUALLY REVIEWS AND APPROVES THE COMPENSATION OF THE CEO. THE COMMITTEE REVIEWS AND COMPARES THE COMPENSATION PACKAGE WITH DATA BENCHMARKS FROM OTHER SIMILAR ORGANIZATIONS AND CONSIDERS THIS WHEN SETTING THE CEO'S COMPENSATION AND BENEFITS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENT, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G CONTRACT LABOR 91,058. IT SUPPORT AND SERVICES 509,595. WEBSITE SERVICES 241,452. PUBLIC POLICY/MONITORING 220,000. GPJ - DESIGN 71,682. PUBLICATION SALES 557,720. OTHER EDITING/DESIGN 77,569. HR OUTSOURCING 100,135. OTHER PROFESSIONAL FEES 86,424. DATA ACCESS 65,500. OTHER CONTRACT LABOR 199,085. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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