AMGA FOUNDATION INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

Principal Officer

JOHN KENNEDY

Phone

7038380033

Tax Period

2023-01-01 to 2023-12-31

AMGA FOUNDATION INC, founded in 1966, is a community nonprofit in the Medical Research sector that reported $4.0M in total revenue in fiscal year 2023.

Mission

TO FOSTER QUALITY IMPROVEMENT IN GROUP PRACTICE THROUGH EDUCATION AND RESEARCH PROGRAMS IN CLINICAL QUALITY, PATIENT SAFETY, SERVICE, OPERATIONAL EFFICIENCY AND INNOVATION.

Program Service Accomplishments

Program 1

Expenses: $593,761

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...

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.

Program 2

Expenses: $891,090

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.

Program 3

Expenses: $837,736

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,921,699

Program Service Revenue $0

Investment Income $115,503

Other Revenue $0

TOTAL REVENUE $4,037,202

Expense Breakdown

Grants Paid $272,000

Salaries & Benefits $2,178,361

Fundraising Expenses $707,670

Program Expenses $3,096,145

Other Expenses $1,655,337

TOTAL EXPENSES $4,105,698

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,037,202	$3,922,329	+0.0%
Expenses	$4,105,698	$3,422,819	+0.2%
Net Income	$-68,496	$499,510	-1.1%

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

$2,061,869

Total Directors

$1,572,955

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JERROLD PENSO MD MBA	SECRETARY	1.00	Officer Director	$5,034	$145,530	$969,584
CHRISTINA TAYLOR MD	PAST CHAIR	1.00	Officer Director	$0	$0	$0
FRANCIS COLANGELO MD	DIRECTOR	1.00	Director	$0	$0	$0
PARAG AGNIHOTRI MD	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE COOPELAND MD	CHAIR	1.00	Officer Director	$0	$0	$0
JOHN W KENNEDY MD	PRESIDENT	20.00	Officer Director	$243,313	$112,090	$603,371
FREDERICK J BLOOM MD	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD YU MD CMO	TREASURER	1.00	Officer Director	$0	$0	$0
JOHN BULGER DO MBA	DIRECTOR	1.00	Director	$0	$0	$0
ALKA BARRIO-ATAL MD MMM FAAP	DIRECTOR	1.00	Director	$0	$0	$0
DIANE GEORGE DO	DIRECTOR	1.00	Director	$0	$0	$0
LATESHA MONTGOMERY RN MHA FACHE	DIRECTOR	1.00	Director	$0	$0	$0
DAVID NASH MD MBA	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH TERRITO MD	DIRECTOR	1.00	Director	$0	$0	$0
LEON JERRELS MBA MHA RNCPHQ	DIRECTOR	1.00	Director	$0	$0	$0
AILEEN MICKEY MD MHA	DIRECTOR	1.00	Director	$0	$0	$0
KATHY HUTCHENS	DIRECTOR	1.00	Director	$0	$0	$0
MARTINE THURIN JD MS	DIRECTOR	1.00	Director	$0	$0	$0
PHIL ORAVETZ MD MPH MBA	DIRECTOR	1.00	Director	$0	$0	$0
VINCENZA SNOW MD	DIRECTOR	1.00	Director	$0	$0	$0
CLYDE MORRIS	CFO (PAST)	1.00	Officer	$0	$48,101	$257,410
CARRIE HANLON	CFO	1.00	Officer	$0	$14,652	$231,504
EARLENE CHAMBERS	EMPLOYEE	40.00	Highest	$168,127	$14,662	$182,789
CHRISTINA SANTOS	EMPLOYEE	40.00	Highest	$158,263	$21,995	$180,258
DANIELLE CASANOVA	EMPLOYEE	40.00	Highest	$134,219	$30,544	$164,763
LISA CORNBROOKS	EMPLOYEE	40.00	Highest	$128,439	$32,429	$160,868
ERIN LEAVER-SCHMIDT	EMPLOYEE	40.00	Highest	$112,274	$0	$112,274

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	$4,037,202	$4,105,698	$3,491,353	$-68,496
2022	$3,922,329	$3,422,819	$3,548,835	$499,510
2021	$2,312,164	$3,147,600	$2,610,879	$-835,436
2020	$3,402,951	$3,583,495	$3,372,919	$-180,544
2019	$1,728,164	$3,654,167	$3,714,753	$-1,926,003
2018	$4,646,014	$3,499,953	$5,582,842	$1,146,061