Civic Intelligence

American Medical Group Foundation Inc

EIN 54-6059304 • 501(c)3 • Alexandria, VA

Profile

To foster quality improvement in group practice through education and research programs in clinical quality, patient safety, service, operational efficiency and innovation.

One Prince StreetAlexandria, VA 22314-3318

www.amga.org

Siviq Scores

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

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.01x

Higher debt load relative to revenue than 25% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

74th percentile

21%

Higher net margin than 74% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

59th percentile

12%

Faster revenue growth than 59% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$3,917,780

Up $426,427 (+12%) from 2023

Liabilities

Down

$23,424

Down $519,321 (-96%) from 2023

Net Assets

Up

$3,894,356

Up $945,748 (+32%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin74th percentile

Revenue

Up

$4,537,324

Up $500,122 (+12%) from 2023

Expenses

Down

$3,595,225

Down $510,473 (-12%) from 2023

Net Income

Up

$942,099

Up $1,010,595 (+1475%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,218,224Liabilities 2011: $10,950Net Assets 2011: $1,207,2742011Assets 2012: $1,781,252Liabilities 2012: $115,667Net Assets 2012: $1,665,5852012Assets 2013: $2,122,500Liabilities 2013: $45,914Net Assets 2013: $2,076,5862013Assets 2014: $2,267,853Liabilities 2014: $48,231Net Assets 2014: $2,219,6222014Assets 2015: $2,513,214Liabilities 2015: $29,820Net Assets 2015: $2,483,3942015Assets 2016: $3,740,440Liabilities 2016: $37,006Net Assets 2016: $3,703,4342016Assets 2017: $4,639,477Liabilities 2017: $330,353Net Assets 2017: $4,309,1242017Assets 2018: $5,582,842Liabilities 2018: $127,657Net Assets 2018: $5,455,1852018Assets 2019: $3,714,753Liabilities 2019: $185,571Net Assets 2019: $3,529,1822019Assets 2020: $3,372,919Liabilities 2020: $24,281Net Assets 2020: $3,348,6382020Assets 2021: $2,610,879Liabilities 2021: $97,677Net Assets 2021: $2,513,2022021Assets 2022: $3,548,835Liabilities 2022: $536,123Net Assets 2022: $3,012,7122022Assets 2023: $3,491,353Liabilities 2023: $542,745Net Assets 2023: $2,948,6082023Assets 2024: $3,917,780Liabilities 2024: $23,424Net Assets 2024: $3,894,3562024

Highlighted filing

2024

Assets$3,917,780
Liabilities$23,424
Net Assets$3,894,356
Open 2024 Filing

Operations Trend

Revenue Growth59th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $478,805Expenses 2011: $531,203Net Income 2011: -$52,3982011Revenue 2012: $1,308,965Expenses 2012: $850,654Net Income 2012: $458,3112012Revenue 2013: $1,508,620Expenses 2013: $1,097,619Net Income 2013: $411,0012013Revenue 2014: $1,813,955Expenses 2014: $1,670,919Net Income 2014: $143,0362014Revenue 2015: $2,832,581Expenses 2015: $2,515,112Net Income 2015: $317,4692015Revenue 2016: $3,514,935Expenses 2016: $2,294,895Net Income 2016: $1,220,0402016Revenue 2017: $4,098,280Expenses 2017: $3,492,590Net Income 2017: $605,6902017Revenue 2018: $4,646,014Expenses 2018: $3,499,953Net Income 2018: $1,146,0612018Revenue 2019: $1,728,164Expenses 2019: $3,654,167Net Income 2019: -$1,926,0032019Revenue 2020: $3,402,951Expenses 2020: $3,583,495Net Income 2020: -$180,5442020Revenue 2021: $2,312,164Expenses 2021: $3,147,600Net Income 2021: -$835,4362021Revenue 2022: $3,922,329Expenses 2022: $3,422,819Net Income 2022: $499,5102022Revenue 2023: $4,037,202Expenses 2023: $4,105,698Net Income 2023: -$68,4962023Revenue 2024: $4,537,324Expenses 2024: $3,595,225Net Income 2024: $942,0992024

Highlighted filing

2024

Revenue$4,537,324
Expenses$3,595,225
Net Income$942,099
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,917,780
Liabilities
$23,424
Net assets
$3,894,356
Revenue
$4,537,324
Expenses
$3,595,225
Net income
$942,099
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.92$0.02$3.89$4.54$3.60$0.94
2023Summary only. Only limited summary data is available for this year.$3.49$0.54$2.95$4.04$4.11$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.55$0.54$3.01$3.92$3.42$0.50
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.61$0.10$2.51$2.31$3.15$0.84
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.37$0.02$3.35$3.40$3.58$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.71$0.19$3.53$1.73$3.65$1.93
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.58$0.13$5.46$4.65$3.50$1.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.64$0.33$4.31$4.10$3.49$0.61
2016Summary only. Only limited summary data is available for this year.$3.74$0.04$3.70$3.51$2.29$1.22
2015Summary only. Only limited summary data is available for this year.$2.51$0.03$2.48$2.83$2.52$0.32
2014Detailed filing. Detailed filing data is available for this year.$2.27$0.05$2.22$1.81$1.67$0.14
2013Summary only. Only limited summary data is available for this year.$2.12$0.05$2.08$1.51$1.10$0.41
2012Summary only. Only limited summary data is available for this year.$1.78$0.12$1.67$1.31$0.85$0.46
2011Summary only. Only limited summary data is available for this year.$1.22$0.01$1.21$0.48$0.53$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$4,537,324
Mission and Program Overview

Mission

To foster quality improvement in group practice through education and research programs in clinical quality, patient safety, service, operational efficiency and innovation.

To foster quality improvement in group practice through education and research programs in clinical quality, patient safety, service, operating efficiency and innovation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,362,656$2,738,624▲ $375,968
Investments in Publicly Traded Securities$636,272$669,536▲ $33,264
Pledges and Grants Receivable$481,103$509,620▲ $28,517
Prepaid Expenses and Deferred Charges$9,222$0▼ $9,222
Total Assets$3,491,353$3,917,780▲ $426,427
Other Assets Total$2,100$0▼ $2,100
Liabilities
Deferred Revenue$403,416$0▼ $403,416
Accounts Payable and Accrued Expenses$139,329$23,424▼ $115,905
Total Liabilities$542,745$23,424▼ $519,321
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,870,802$2,075,658▲ $204,856
Net Assets Without Donor Restrictions$1,077,806$1,818,698▲ $740,892
Total Net Assets Fund Balance$2,948,608$3,894,356▲ $945,748
Total Liabilities and Net Assets / Fund Balance$3,491,353$3,917,780▲ $426,427

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$47,230-▲ $1,616-$48,846
2023$45,686-▲ $1,544-$47,230
2022$45,292-▲ $394-$45,686
2021$45,253-▲ $39-$45,292
2020$44,920-▲ $333-$45,253
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
John W Kennedy MdPresidentPT$263,979$75,899$339,878
Danielle CasanovaEmployeeFT$142,707$60,025$202,732
Christina SantosEmployeeFT$140,854$54,731$195,585
Earlene ChambersEmployeeFT$171,340$15,056$186,396
Lisa CornbrooksEmployeeFT$125,347$56,737$182,084
Erin Leaver-schmidtEmployeeFT$114,772$9,928$124,700
Jerrold Penso Md MbaSecretary-$7,907$916,243$7,907

Board Members and Trustees

NameTitle
Stephanie Coopeland MdChair
Edward Yu Md CmoChair Elect
Christina Taylor MdPast Chair
Aileen Mickey Md MhaDirector
Alka Barrio-atal Md Mmm FaapDirector
David Nash Md MbaDirector
Francis Colangelo MdDirector
John Bulger Do MbaDirector
Joseph Territo MdDirector
Latesha Montgomery Rn Mha FacheDirector
Leon Jerrels Mba Mha RncphqDirector
Martine Thurin Jd MsDirector
Nancy Beran Md Cpe Facp MhcdDirector
Parag Agnihotri MdDirector
Scott Berkowitz Md MbaDirector
Vincenza Snow MdDirector
Carrie HanlonCFO
Frederick J Bloom MdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,425,761
Program Service Revenue
$0
Investment Income
$111,563
Other Revenue
$0
All Other Contributions
$4,275,761
Change in Net Assets
$942,099

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,537,324
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$3,649
Total Revenue per Audited Statements
$4,540,973
Total Revenue per Form 990
$4,537,324
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,962,669
Other Expenses$1,460,056
Total Fundraising Expense$578,373
Grants and Similar Amounts Paid$172,500
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$836,392$60,407$281,174$1,177,973
Fees for Services Other$805,991$2,510$83,811$892,312
Current Officers, Directors, Trustees, and Key Employees$341,426$26,264$34,170$401,860
Other Employee Benefits$195,314$14,372$52,293$261,979
Grants to Domestic Orgs$172,500--$172,500
Travel$144,142$5,736$21,790$171,668
Conferences and Meetings$108,435$9,981$19,207$137,623
Payroll Taxes$90,103$6,630$24,124$120,857
Occupancy$67,381$4,958$18,040$90,379
Information Technology$57,725$4,248$17,525$79,498
Office Expenses$39,240$8,847$18,411$66,498
Fees for Services Accounting-$14,250-$14,250
Fees for Services Legal--$7,828$7,828
Total Functional Expenses$2,858,649$158,203$578,373$3,595,225

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,595,225
Total Expenses per Audited Statements$3,595,225
Total Expenses per Form 990$3,595,225
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Prevea HealthGreen Bay, WI-Learning Collaborative Grant$10,000
Simed Health LLCGainsville, FL-Learning Collaborative Grant$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Amga IncFoundation Is Controlled by Managing Member and Primary Owner of Recipient.Amount Paid to Amga, Inc. for Data Analysis.No$719,366
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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 to annually 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, a related organization (all independent), and the organization's legal counsel, annually reviews and approves the compensation of the chief executive officer. A small portion of the ceo's salary is allocated to the foundation as substantiated in time records. Approximately every 3 years but not greater than every 5 years, the consulting firm's analysis includes the key employees of amga, a related organization, whose salaries may be allocated to the foundation.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are not made available to the public on a routine basis.”

Filing and Contact Details

Filer

Filer Name
Amga Foundation Inc
EIN
54-6059304
Phone
7038380033
Address
ONE PRINCE STREET, ALEXANDRIA, VA 22314-3318

Signing Officer

Name
John Kennedy
Title
President
Phone
7038380033
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Kennedy
Formed
1966
Legal Domicile
Dc
Voting Board Members
19
Independent Board Members
17
Employees
18
Volunteers
0

Preparer

Firm
Yount Hyde & Barbour Pc
Address
3110 FAIRVIEW PARK DR SUITE 1100, FALLS CHURCH, VA 22042
Preparer
Olivia a Hutton CPA
Phone
7032372500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other professional fees: program service expenses 86,625. Management and general expenses 2,510. Fundraising expenses 23,811. Total expenses 112,946. Data analysis services: program service expenses 719,366. Management and general expenses 0. Fundraising expenses 0. Total expenses 719,366. Consultant: program service expenses 0. Management and general expenses 0. Fundraising expenses 60,000. Total expenses 60,000.”

FORM 990, PART XI, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“Lee lectureship fund - $48,846 the lee lectureship was established in 1978 from a restricted donation to the foundation and is awarded to an individual who has provided outstanding service to the group practice of medicine. The foundation established a separate account to recognize the earnings and track the expenses on this restricted purpose until such time as all funds have been expended.”

PART X, LINE 2:

“Amgf files their tax returns as prescribed by the tax laws of the jurisdictions in which they operate. With few exceptions, the organization is no longer subject to examinations by tax authorities for years prior to 2021.”

Raw XML AppendixShowing 400 of 849 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.

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IRS990/MissionDesc0TO FOSTER QUALITY IMPROVEMENT IN GROUP PRACTICE THROUGH EDUCATION AND RESEARCH PROGRAMS IN CLINICAL QUALITY, PATIENT SAFETY, SERVICE, OPERATIONAL EFFICIENCY AND INNOVATION.
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE RISE TO IMMUNIZE CAMPAIGN LAUNCHED IN OCTOBER 2021 AND CHALLENGES PARTICIPATING MEDICAL GROUPS AND HEALTH SYSTEMS TO COLLECTIVELY ADMINISTER 30 MILLION VACCINES BY 2027. TO ACHIEVE THIS AIM, THE CAMPAIGN CURRENTLY LEVERAGES THE COORDINATED DELIVERY SYSTEMS OF 85 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 SIX-YEAR INITIATIVE.
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IRS990/ProgSrvcAccomActy3Grp/Desc0THE 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. EIGHTEEN 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 REPORTED QUANTITATIVE AND QUALITATIVE DATA, PARTICIPATED IN PEER-TO-PEER ENGAGEMENT ACTIVITIES, AND RECEIVED REGULAR CLINICAL OUTREACH AND COACHING FROM AMGA AND ATTENDED A FINAL IN-PERSON MEETING. AN INFOGRAPHIC WAS DEVELOPED AND DISSEMINATED TO THE BROADER AMGA MEMBERSHIP. ADDITIONALLY, A PEER-REVIEWED MANUSCRIPT WAS DEVELOPED AND SUBMITTED TO A PUBLISHER FOR REVIEW.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE RIZE PNEUMOCOCCAL VACCINATION BEST PRACTICES LEARNING COLLABORATIVE (PNEUMOCOCCAL VACCINATION COLLABORATIVE) TO IMPROVE PNEUMOCOCCAL VACCINATION RATES AMONG THE AGE 19-64 POPULATION WITH UNDERLYING MEDICAL CONDITIONS BASED ON THE 2022 ACIP PNEUMOCOCCAL VACCINE GUIDELINES. IN THIS 25-MONTH COLLABORATIVE, PARTICIPATING ORGANIZATIONS DEVELOPED AND IMPLEMENTED STRATEGIES TO IMPROVE PNEUMOCOCCAL VACCINATION RATES WITHIN MULTI-SPECIALTY GROUPS AND INTEGRATED DELIVERY SYSTEMS IN BOTH PRIMARY CARE AND SPECIALTY CLINICAL SETTINGS. THREE EXPERT ADVISORS WERE SELECTED TO OUTLINE THE QUALITY MEASURE(S) AND INTERVENTION AREAS OF FOCUS AND DEVELOP THE CRITERIA FOR SELECTION OF AMGA MEMBER ORGANIZATIONS TO PARTICIPATE IN THE COLLABORATIVE. EIGHT AMGA MEMBER ORGANIZATIONS FROM AMGA FOUNDATION'S RISE TO IMMUNIZE NATIONAL CAMPAIGN WERE SELECTED TO IMPLEMENT IDENTIFIED INTERVENTIONS AND STRATEGIES, WITH FACILITATION AND SUPPORT FROM THE AMGA TEAMS. PARTICIPATING ORGANIZATIONS ATTENDED A VIRTUAL KICK OFF MEETING, MONTHLY EDUCATIONAL WEBINARS, REGULARLY REPORTED QUANTITATIVE AND QUALITATIVE DATA AND RECEIVED REGULAR CLINICAL OUTREACH AND COACHING FROM AMGA, AND ATTENDED A FINAL VIRTUAL MEETING. A WHITE PAPER AND INFOGRAPHIC WERE DEVELOPED AND DISSEMINATED TO THE BROADER AMGA MEMBERSHIP.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1THE OSTEOPOROSIS BEST PRACTICES LEARNING COLLABORATIVE 2.0 IS A 27-MONTH PROGRAM TO EXTEND THE LEARNINGS OF THE ORIGINAL OSTEOPOROSIS BEST PRACTICES LEARNING COLLABORATIVE (1.0) . EIGHT AMGA MEMBER MULTI-SPECIALTY MEDICAL GROUPS AND INTEGRATED HEALTH SYSTEMS WERE SELECTED TO PARTICIPATE IN THE LEARNING COLLABORATIVE. THREE EXPERT ADVISORS COLLABORATED WITH AMGA IN PROGRAM PLANNING, AND ONGOING RESEARCH IN SUPPORT OF THE ESTABLISHED MEASURES, SUCCESSFUL INTERVENTIONS AND PROGRAM GOAL AND OBJECTIVES. THE GOAL OF THE COLLABORATIVE IS TO DEVELOP, IMPLEMENT, AND SUSTAIN CLINICAL PRACTICE GUIDELINE-INFORMED STRATEGIES AND INTERVENTIONS TO IMPROVE PATIENT-CENTERED IDENTIFICATION, DIAGNOSIS, LONG-TERM MANAGEMENT, AND EDUCATION. PARTICIPATING ORGANIZATIONS ATTENDED A KICK-OFF IN-PERSON MEETING, PARTICIPATED IN BI-MONTHLY EDUCATIONAL WEBINARS, REGULARLY REPORTED QUANTITATIVE AND QUALITATIVE DATA, PARTICIPATED IN PEER-TO-PEER ENGAGEMENT ACTIVITIES, RECEIVED REGULAR CLINICAL OUTREACH AND COACHING FROM AMGA, AND ATTENDED A FINAL IN-PERSON MEETING. A WHITE PAPER AND INFOGRAPHIC WERE DEVELOPED AND DISSEMINATED TO THE BROADER AMGA MEMBERSHIP.
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