AMERICAN MEDICAL GROUP ASSOCIATION INC (EIN 540536002) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1950

Legal Domicile

Principal Officer

JERROLD PENSO

Phone

7038380033

Tax Period

2023-01-01 to 2023-12-31

AMERICAN MEDICAL GROUP ASSOCIATION INC, founded in 1950, is a mid-sized nonprofit that reported $12.2M in total revenue in fiscal year 2018.

Mission

AMGA, INC. IMPROVES HEALTHCARE FOR PATIENTS BY SUPPORTING MULTISPECIALTY MEDICAL GROUPS AND OTHER ORGANIZED SYSTEMS OF CARE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,955,324

Program Service Revenue $10,307,682

Investment Income $229,065

Other Revenue $234,262

TOTAL REVENUE $16,726,333

Expense Breakdown

Grants Paid $163,750

Salaries & Benefits $9,127,305

Fundraising Expenses $0

Other Expenses $7,568,560

TOTAL EXPENSES $16,859,615

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,726,333	$13,526,423	+0.2%
Expenses	$16,859,615	$14,588,908	+0.2%
Net Income	$-133,282	$-1,062,485	-0.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,458,498

Total Directors

Key Employees

$466,872

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD H BONE MD	DIRECTOR	1.00	Director	$0	$0	$0
LARRY TATUM MD	TREASURER	1.00	Officer Director	$0	$0	$0
MARY JO WILLIAMSON	AT LARGE MEMBER	1.00	Director	$0	$0	$0
DANIEL M DUNCANSON MD CPE	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE COPELAND MD MBA FAAP	DIRECTOR	1.00	Director	$0	$0	$0
THERESA FREI RN BSN MBA	DIRECTOR	1.00	Director	$0	$0	$0
TIM WEIR MHA MBA FACHE	PAST CHAIR	1.00	Officer Director	$0	$0	$0
ARIC SHARP MHA CMPE FACHE	CHAIR	1.00	Officer Director	$0	$0	$0
LUIS GARCIA MD MBA FACS FASMBS	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE FLYNN HENRY JD	DIRECTOR	1.00	Director	$0	$0	$0
KEITH JONES MD	DIRECTOR	1.00	Director	$0	$0	$0
BETH AVERBECK MD FACP	SECRETARY	1.00	Officer Director	$0	$0	$0
J STEPHEN JONES MD	CHAIR-ELECT	1.00	Officer Director	$0	$0	$0
SCOTT BARLOW MBA	DIRECTOR	1.00	Director	$0	$0	$0
JACOB J BAST MHA FACMPE FACHE	DIRECTOR	1.00	Director	$0	$0	$0
MARIJKA GREY MD MBA FACP	DIRECTOR	1.00	Director	$0	$0	$0
PHILIP M ORAVETZ MD MPH MBA	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL A ROSSI MD MBA FACC	DIRECTOR	1.00	Director	$0	$0	$0
ADNAN R MUNKARAH MD CPE	DIRECTOR	1.00	Director	$0	$0	$0
ELISABETH M STAMBAUGH MD MMM	DIRECTOR	1.00	Director	$0	$0	$0
JERROLD PENSO MD MBA	PRESIDENT & CEO	39.00	Officer	$819,020	$145,530	$969,584
CLYDE L MORRIS	PAST CFO	39.00	Officer	$209,309	$48,101	$257,410
CARRIE HANLON	CFO	40.00	Officer	$216,852	$14,652	$231,504
RYAN O'CONNOR	COO	40.00	Key Emp	$394,086	$72,786	$466,872
CHESTER SPEED	VP PUBLIC POLICY	40.00	Highest	$450,903	$83,547	$534,450
ELIZABETH CIEMINS	EMPLOYEE	40.00	Highest	$322,322	$29,866	$352,188
SHARON GRACE	CHIEF MKTG & COMM OFFICER	40.00	Highest	$325,742	$84,975	$410,717
JOHN KENNEDY	EMPLOYEE	20.00	Highest	$247,968	$112,090	$603,371
JAMES MILLER	EMPLOYEE	40.00	Highest	$215,835	$32,557	$248,392

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$16,726,333	$16,859,615	$20,357,430	$-133,282
2022	$13,526,423	$14,588,908	$20,331,868	$-1,062,485
2021	$10,462,815	$9,339,705	$19,689,445	$1,123,110
2020	$8,765,135	$9,186,984	$18,067,587	$-421,849
2019	$11,433,914	$10,925,190	$17,956,845	$508,724
2018	$12,223,964	$12,709,556	$17,941,587	$-485,592

AMERICAN MEDICAL GROUP ASSOCIATION INC