Civic Intelligence

Medical Group Management Association

EIN 43-1219900 • 501(c)6 • Birmingham, AL

Profile

To continually improve the performance of medical group practice professionals and the organizations they represent.

PO Box 381533Birmingham, AL 35238

www.mgma-mo.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

50th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

60th percentile

5.6%

Higher net margin than 60% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

69th percentile

9.4%

Faster asset growth than 69% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

56th percentile

4.4%

Faster revenue growth than 56% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2025

Assets

Up

$202,247

Up $10,538 (+5.5%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$202,247

Up $10,538 (+5.5%) from 2024

Revenue

Up

$187,153

Up $4,058 (+2.2%) from 2024

Expenses

Down

$176,615

Down $868 (-0.5%) from 2024

Net Income

Up

$10,538

Up $4,926 (+88%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $273,711Liabilities 2010: $0Net Assets 2010: $273,7112010Assets 2011: $298,077Liabilities 2011: $0Net Assets 2011: $298,0772011Assets 2012: $296,395Liabilities 2012: $0Net Assets 2012: $296,3952012Assets 2013: $291,056Liabilities 2013: $0Net Assets 2013: $291,0562013Assets 2014: $266,614Liabilities 2014: $0Net Assets 2014: $266,6142014Assets 2015: $255,995Liabilities 2015: $0Net Assets 2015: $255,9952015Assets 2016: $237,068Liabilities 2016: $0Net Assets 2016: $237,0682016Assets 2017: $207,415Liabilities 2017: $0Net Assets 2017: $207,4152017Assets 2018: $202,977Liabilities 2018: $0Net Assets 2018: $202,9772018Assets 2019: $178,319Liabilities 2019: $0Net Assets 2019: $178,3192019Assets 2020: $159,601Liabilities 2020: $0Net Assets 2020: $159,6012020Assets 2021: $151,418Liabilities 2021: $0Net Assets 2021: $151,4182021Assets 2022: $154,219Liabilities 2022: $0Net Assets 2022: $154,2192022Assets 2023: $169,047Liabilities 2023: $0Net Assets 2023: $169,0472023Assets 2024: $191,709Liabilities 2024: $0Net Assets 2024: $191,7092024Assets 2025: $202,247Liabilities 2025: $0Net Assets 2025: $202,2472025

Highlighted filing

2025

Assets$202,247
Liabilities$0
Net Assets$202,247

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2010: $266,653Expenses 2010: $257,628Net Income 2010: $9,0252010Expenses 2011: $257,8512011Expenses 2012: $262,2712012Expenses 2013: $247,0702013Revenue 2014: $203,054Expenses 2014: $227,496Net Income 2014: -$24,4422014Revenue 2015: $188,057Expenses 2015: $198,675Net Income 2015: -$10,6182015Revenue 2016: $165,054Expenses 2016: $183,981Net Income 2016: -$18,9272016Revenue 2017: $130,152Expenses 2017: $159,805Net Income 2017: -$29,6532017Revenue 2018: $137,108Expenses 2018: $140,870Net Income 2018: -$3,7622018Revenue 2019: $127,005Expenses 2019: $151,907Net Income 2019: -$24,9022019Revenue 2020: $66,812Expenses 2020: $80,581Net Income 2020: -$13,7692020Revenue 2021: $123,443Expenses 2021: $135,706Net Income 2021: -$12,2632021Revenue 2022: $168,302Expenses 2022: $166,131Net Income 2022: $2,1712022Revenue 2023: $171,716Expenses 2023: $156,888Net Income 2023: $14,8282023Revenue 2024: $183,095Expenses 2024: $177,483Net Income 2024: $5,6122024Revenue 2025: $187,153Expenses 2025: $176,615Net Income 2025: $10,5382025

Highlighted filing

2025

Revenue$187,153
Expenses$176,615
Net Income$10,538

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$1.87$1.77$0.11
2024Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$1.83$1.77$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$1.72$1.57$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$1.68$1.66$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$1.23$1.36$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.67$0.81$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$1.27$1.52$0.25
2018Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$1.37$1.41$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$1.30$1.60$0.30
2016Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$1.65$1.84$0.19
2015Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$1.88$1.99$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$2.03$2.27$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.91$0.00$2.91$2.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.96$0.00$2.96$2.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.98$0.00$2.98$2.58
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.74$0.00$2.74$2.67$2.58$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 10, 2025
Return Version
2024v5.2
Gross Receipts
$187,153
Mission and Program Overview

Mission

To continually improve the performance of medical group practice professionals and the organizations they represent.

Provide continuing education conferences

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$191,709$202,247▲ $10,538
Savings and Temporary Cash Investments$127,883$136,263▲ $8,380
Cash and Non-Interest-Bearing Accounts$63,826$65,984▲ $2,158
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$191,709$202,247▲ $10,538
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$191,709$202,247▲ $10,538
Total Liabilities and Net Assets / Fund Balance$191,709$202,247▲ $10,538
Compensation and Service Providers

Board Members and Trustees

NameTitle
Gregory ThompsonPast-president
Stefanie HohenseePresident
Andrea WyattPresident-elect
Rebekah FrancisExecutive Director
Tonya PehleSecretary
Barbara FaupelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,980
Program Service Revenue
$175,915
Investment Income
$415
Other Revenue
$2,843
All Other Contributions
$7,980
Change in Net Assets
$10,538
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$174,688
Grants and Similar Amounts Paid$1,927
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$83,942
Fees for Services Management---$67,721
Office Expenses---$10,633
Travel---$7,397
Information Technology---$2,722
Insurance---$1,360
Grants to Domestic Orgs---$1,181
Fees for Services Accounting---$803
Grants to Domestic Individuals---$746
Fees for Services Other---$110
Total Functional Expenses$0$0$0$176,615
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

M3 solutions provides executive director services to the organization.

Form 990, Part VI, Section A, Line 6

The organization has five classifications of membership, as follows: active member, business partner member, faculty/student member, associate member and life member. Active members are entitled to vote on all matters and to serve as officers of the association.

Form 990, Part VI, Section A, Line 7A

The directors are elected by the active members at the annual meeting of the members.

Form 990, Part VI, Section A, Line 7B

A director may be removed from office at any time, with or without cause, by a majority vote of the active members entitled to vote.

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed and approved by the board of directors before signing the tax return

Form 990, Part VI, Section C, Line 19

Organization makes all documents available to the public upon request

Filing and Contact Details

Filer

Filer Name
Medical Group Management Association
EIN
43-1219900
Phone
5735566111
Address
PO BOX 381533, BIRMINGHAM, AL 35238

Signing Officer

Name
Andrea Wyatt
Title
President
Phone
5735566111
Signed
2025-12-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrea Wyatt
Formed
1980
Legal Domicile
Mo
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
16

Preparer

Firm
Cliftonlarsonallen Llp
Address
600 WASHINGTON AVENUE SUITE 1800, ST LOUIS, MO 63101
Preparer
Amber Hamilton
Phone
3149254300
Raw XML Appendix307 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE CONTINUING EDUCATION CONFERENCES
IRS990/AllOtherContributionsAmt07980
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IRS990/BooksInCareOfDetail/PhoneNum05735566111
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04319 SOUTH NATIONAL AVENUE SUITE
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IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
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IRS990/ConflictOfInterestPolicyInd00
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IRS990/CreditCounselingInd00
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IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0PROVIDE CONTINUING EDUCATION CONFERENCES TO INSPIRE MEMBERS TO NEW HEIGHTS IN EDUCATION AND PROFESSIONAL DEVELOPMENT AND ADVANCE THE SCIENCE AND ART OF MEDICAL GROUP MANAGEMENT. PROMOTE AND DISSEMINATE BETTER METHODS OF BUSINESS ADMINISTRATION IN MEDICAL GROUPS TO BETTER SERVE THE MEMBERS OF THE ASSOCIATION, THE MEDICAL GROUPS THEY REPRESENT, THE MEDICAL GROUP PRACTICE IN GENERAL, AND THE PUBLIC.
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IRS990/FeesForServicesAccountingGrp/TotalAmt0803
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PAST-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXECUTIVE DIRECTOR
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IRS990/FSAuditedInd00
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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0746
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0M3 SOLUTIONS PROVIDES EXECUTIVE DIRECTOR SERVICES TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS FIVE CLASSIFICATIONS OF MEMBERSHIP, AS FOLLOWS: ACTIVE MEMBER, BUSINESS PARTNER MEMBER, FACULTY/STUDENT MEMBER, ASSOCIATE MEMBER AND LIFE MEMBER. ACTIVE MEMBERS ARE ENTITLED TO VOTE ON ALL MATTERS AND TO SERVE AS OFFICERS OF THE ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DIRECTORS ARE ELECTED BY THE ACTIVE MEMBERS AT THE ANNUAL MEETING OF THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A DIRECTOR MAY BE REMOVED FROM OFFICE AT ANY TIME, WITH OR WITHOUT CAUSE, BY A MAJORITY VOTE OF THE ACTIVE MEMBERS ENTITLED TO VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS BEFORE SIGNING THE TAX RETURN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ORGANIZATION MAKES ALL DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0191709
IRS990/TotalAssetsEOYAmt0202247
IRS990/TotalAssetsGrp/BOYAmt0191709
IRS990/TotalAssetsGrp/EOYAmt0202247
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt07980
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0176615
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0191709
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0202247
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0175915
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt03258
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0175915
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0187153
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt016
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0191709
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0202247
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt07397
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 381533
IRS990/USAddress/CityNm0BIRMINGHAM
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd035238
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.MGMA-MO.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREA WYATT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05735566111
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MEDICAL GROUP MANAGEMENT ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF MISSOURI
ReturnHeader/Filer/BusinessNameControlTxt0MEDI
ReturnHeader/Filer/EIN0431219900
ReturnHeader/Filer/PhoneNum05735566111
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 381533
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035238
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 WASHINGTON AVENUE SUITE 1800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063101
ReturnHeader/PreparerPersonGrp/PhoneNum03149254300
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMBER HAMILTON
ReturnHeader/ReturnTs02025-12-11T15:45:38-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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