2018-06-22T12:17:27-05:00 2017-12-31 541032507 MURRAY JONSON WHITE & ASSOC LTD PC 6402 ARLINGTON BLVD SUITE 1130 FALLS CHURCH VA 220422333 990 2017-01-01 540536002 AMERICAN MEDICAL GROUP ASSOCIATION INC AMER 7038380033 ONE PRINCE STREET ALEXANDRIA VA 223143318 JERROLD PENSO PRESIDENT & CEO 7038380033 2018-06-19 1 RANDOLPH SHAPIRO P00339849 7032372500 2018-06-19 2017 2022-09-23 18:48:47Z AMGA INC JERROLD PENSO ONE PRINCE STREET ALEXANDRIA VA 223143318 12616545 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. 17 17 42 17 880683 -540369 6520142 6740357 5297569 4768827 154362 165004 405631 796435 12377704 12470623 150000 150000 0 0 5457012 5765108 0 0 0 6377262 6060652 11984274 11975760 393430 494863 19660686 19560658 8822161 8766925 10838525 10793733 X AMGA, INC. IMPROVES HEALTHCARE FOR PATIENTS BY SUPPORTING MULTISPECIALTY MEDICAL GROUPS AND OTHER ORGANIZED SYSTEMS OF CARE. 0 0 ANNUAL CONFERENCE - THE ANNUAL CONFERENCE BRINGS 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. 2200 INDIVIDUALS ATTENDED THE 2017 CONFERENCE. GROUP PRACTICE JOURNAL - THE GROUP PRACTICE JOURNAL OFFERS DYNAMIC BUSINESS SOLUTIONS TO PHYSICIAN LEADERS AND ADMINISTRATORS AT MEDICAL GROUPS AROUND THE WORLD. ARTICLES GIVE A VIEW FROM THE TRENCHES OF MODERN MEDICINE ON A WIDE VARIETY OF TOPICS, FROM CONTRACTING STRATEGIES AND COMPENSATION ISSUES TO REGULATORY COMPLIANCE, GROUNDBREAKING TECHNOLOGY, AND INNOVATIVE DISEASE MANAGEMENT. FOR MORE THAN 50 YEARS, THE GROUP PRACTICE JOURNAL HAS BEEN HELPING MEDICAL GROUPS BECOME FINANCIALLY SUCCESSFUL WHILE DELIVERING THE HIGHEST QUALITY HEALTH CARE TO THEIR COMMUNITIES. THE GROUP PRACTICE JOURNAL IS DISTRIBUTED MONTHLY (10 TIMES PER YEAR) TO OVER 75,000 INDIVIDUALS INCLUDING PHYSICIAN EXECUTIVES, PHYSICIANS, AND ADMINISTRATORS AT EVERY MEDICAL GROUP, IPA, AND INTEGRATED DELIVERY SYSTEM IN THE COUNTRY. THE JOURNAL REACHES PHYSICIAN AND NON-PHYSICIAN LEADERS AND EVERY PHYSICIAN AT AMGA MEMBER GROUPS, AS WELL AS THE LEADERSHIP OF EVERY NON-MEMBER GROUP IN THE U.S. 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. REGIONAL MEETINGS/IQL - SEMINARS ON GROUP PRACTICE TOPICS ARE HELD AROUND THE COUNTRY TO EDUCATE MEMBERS ON ISSUES AND STIMULATE INTEREST IN THESE ISSUES. SURVEY INSTRUMENTS - PROVIDER AND EMPLOYEE SATISFACTION PROGRAM ALLOWS MEMBERS TO BENCHMARK DATA AGAINST NATIONAL, REGIONAL AND SPECIALTY SPECIFIC NORMS USING A STANDARDIZED SURVEY INSTRUMENT AND DATA COLLECTION PROTOCOL. CLINICS RECEIVE DETAILED REPORTS WITH OVERALL CLINIC, SITE, SPECIALTY AND INDIVIDUAL PROVIDER RESULTS. 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 0 0 1 41 0 1 42 1 1 1 0 0 0 0 0 X 17 17 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CLYDE L MORRIS 7038380033 ONE PRINCE STREET ALEXANDRIA VA 223143318 DON L WREDEN MD IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 DONN E SORENSEN MBA CHAIR 1.00 X X 0 0 0 J STEPHEN JONES MD FACS MBA DIRECTOR 1.00 X 0 0 0 C TODD STAUB MD FACP DIRECTOR 1.00 X 0 0 0 JEFFREY W BAILET MD DIRECTOR 1.00 X 0 0 0 SHANE PENG MD FAAFP DIRECTOR 1.00 X 0 0 0 SHARON R GABRIELSON MHA DIRECTOR 1.00 X 0 0 0 MATTHEW D GIBB MD FACCFACP FSCA DIRECTOR 1.00 X 0 0 0 TIM WEIR MHA MBA FACHE DIRECTOR 1.00 X 0 0 0 ARIC SHARP MHA CMPE FACHE DIRECTOR 1.00 X 0 0 0 STEVEN GREEN MD DIRECTOR 1.00 X 0 0 0 ASHOK RAI MD CHAIR ELECT 1.00 X X 0 0 0 CHRISTOPHER J SCLAFANI PE MBA TREASURER 1.00 X X 0 0 0 GRACE TERRELL MD MMM SECRETARY 1.00 X X 0 0 0 THOMAS S NANTAIS MBA DIRECTOR 1.00 X 0 0 0 MARK DERUBEIS MBA DIRECTOR 1.00 X 0 0 0 LARRY TATUM MD DIRECTOR 1.00 X 0 0 0 DONALD W FISHER PRES. & CEO THROUGH 3/26/17 39.00 1.00 X 464838 0 33600 JERROLD PENSO PRESIDENT & CEO 30.00 10.00 X 365900 128854 92634 FRED HAAG VP PUBLICATIONS & COMMUNIC 40.00 X 234387 0 57880 RYAN O'CONNOR VP MEMBERSHIP 40.00 X 344479 0 56275 CLYDE L MORRIS CFO 39.00 1.00 X 296295 0 79796 CHESTER SPEED VP PUBLIC POLICY 40.00 X 379818 0 74425 KENDRA GASKINS DIR. MUPD & CHRONIC CARE I 0.00 40.00 X 0 147021 20984 JAMES MILLER DIRECTOR GOV. RELATIONS 40.00 X 179951 0 24929 DAVID INTROCASO EMPLOYEE 40.00 X 158502 0 17295 SHARON GRACE EMPLOYEE 40.00 X 173622 0 3198 DARRYL DREVNA EMPLOYEE 40.00 X 138115 0 13533 2735907 275875 474549 20 0 1 0 LSC COMMUNICATIONS PO BOX 932987 CLEVELAND OH 44193 PUBLISHING/PRINTING 313368 HEALTH POLICY SOURCE INC 211 N UNION ST ALEXANDRIA VA 22314 CONS. PUBLIC POLICY 240000 SAM LIN 1729 MILBORO DR ROCKVILLE MD 20854 CONS. PUBLIC POLICY 214227 QORVIS MSL GROUP 13273 COLLECTIONS CTR DR CHICAGO IL 60693 PUBLIC RELATIONS 214119 SPENCER STUART PO BOX 932987 CHICAGO IL 60693 RECRUITING/SEARCH FEES 207591 6 6740357 6740357 ANNUAL CONFERENCE 900099 2549591 2549591 IQL,REG.& OTHER MEETINGS 900099 971229 971229 PUBLICATIONS 541800 963696 623815 339881 SURVEY PRODUCTS 900099 284311 284311 4768827 173018 173018 92741 92741 92390 137908 -45518 -45518 -22591 -22927 8014 -8014 -8014 -8014 LIFE INSURANCE 900099 458572 458572 INVESTMENT IN AMGAC 990099 220474 11558 208916 CONSULTING 900099 70166 70166 749212 12470623 4156193 880683 693390 X 150000 2480327 2518076 290951 222061 253693 62789 36200 7592 2298895 84633 171246 149222 133823 197058 2114821 110231 241447 8375 GPJ PRINTING & SHIPPING 344983 PROGRAM SVC PRINT & POS 230272 CREDIT CARD FEES 111328 ALLOCATED OVERHEAD -242263 11975760 39115 12935 2556093 2724544 527484 251064 2442966 1765106 518882 622412 10630266 1899877 8817772 8730389 946665 2564154 3811709 2890054 19660686 19560658 546167 840339 3968349 3683667 4068600 3952475 239045 290444 8822161 8766925 X 10838525 10793733 10838525 10793733 19660686 19560658 494863 46245 -585900 0 X X 0 1 X 1 0 0 0 0 6740357 393478 393478 905580 -512102 1731317 1731317 7765699 1018282 6747417 1133250 881595 251655 8730389 INVESTMENT IN SUBSIDIARIES 510574 CASH SURRENDER VALUE OF LIFE INSURANCE 173661 DUE FROM AFFILIATES 2143409 LOAN COSTS 20279 OTHER ASSETS 42131 2890054 DUE TO AFFILIATES 30378 DEFERRED COMPENSATION 260066 290444 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 2014. 1 AMGF INC ONE PRINCE STREET ALEXANDRIA VA 22314 546059304 501(C)(3) 150000 TO SUPPORT THE FOUNDATION. PART I, LINE 2: THE ASSOCIATION CONTROLS THE GRANTEE ORGANIZATION. X X X X X 0 1 0 DONALD W FISHER PRES. & CEO THROUGH 3/26/17 234984 0 167835 0 62019 0 27000 0 6600 0 498438 0 0 0 JERROLD PENSO PRESIDENT & CEO 231261 128854 70000 0 64639 0 61500 0 31134 0 458534 128854 0 0 FRED HAAG VP PUBLICATIONS & COMMUNIC 160734 0 38695 0 34958 0 37654 0 20226 0 292267 0 0 0 RYAN O'CONNOR VP MEMBERSHIP 242831 0 65548 0 36100 0 44600 0 11675 0 400754 0 0 0 CLYDE L MORRIS CFO 179710 0 59850 0 56735 0 47500 0 32296 0 376091 0 0 0 CHESTER SPEED VP PUBLIC POLICY 257118 0 79500 0 43200 0 54250 0 20175 0 454243 0 0 0 KENDRA GASKINS DIR. MUPD & CHRONIC CARE I 0 138534 0 0 0 8487 0 14144 0 6840 0 168005 0 0 JAMES MILLER DIRECTOR GOV. RELATIONS 161951 0 0 0 18000 0 18094 0 6835 0 204880 0 0 0 DAVID INTROCASO EMPLOYEE 133002 0 1500 0 24000 0 15750 0 1545 0 175797 0 0 0 SHARON GRACE EMPLOYEE 162622 0 5000 0 6000 0 0 0 3198 0 176820 0 0 0 DARRYL DREVNA EMPLOYEE 118615 0 1500 0 18000 0 7110 0 6423 0 151648 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 15 A COMPENSATION COMMITTEE MADE UP OF 5 MEMBERS OF THE AMGA BOARD (ALL INDEPENDENT) AND THE ORGANIZATION'S LEGAL COUNSEL, ANNUALLY REVIEWS AND APPROVES THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER WITH THE ASSISTANCE OF AN OUTSIDE CONSULTING FIRM WHICH SPECIALIZES IN EXECUTIVE COMPENSATION. THIS CONSULTING FIRM COMPARES ALL ASPECTS OF THE CEO'S COMPENSATION PACKAGE WITH DATA FROM OTHER SIMILAR ORGANIZATIONS. THE CONSULTING FIRM PRODUCES A REPORT ON THIS ANALYSIS AND PRESENTS IT TO THE COMPENSATION COMMITTEE WHICH USES THIS REPORT TO SET THE CEO'S COMPENSATION AND BENEFITS. APPROXIMATELY EVERY 3 YEARS BUT NOT LONGER THAN EVERY 5 YEARS, THE CONSULTING FIRM'S ANALYSIS INCLUDES THE KEY EMPLOYEES OF THE ORGANIZATION. THIS REPORT IS USED BY THE CEO FOR SETTING THE COMPENSATION OF THESE INDIVIDUALS. 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 INTERNET SERVICES 100,545. COMPUTER SERVICES 245,362. PUBLIC POLICY/MONITORING 255,573. SALES COMMISSIONS (GPJ) 52,272. PUBLICATION SALES 294,995. OTHER PROFESSIONAL FEES 182,707. AMGA ANALYTICS COLLABORATIVE 500,000. EDUCATIONAL SERVICES 243,383. RECRUITING FEES 213,530. CONTRACT LABOR 210,528. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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