Amga Foundation Inc

Nonprofit profile at a glance

EIN
546059304
IRS 990 coverage
2013–2024
Forms available
Form 990 2024
Location
Alexandria, VA, USA
Phone
7038380033
Rating
71
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Research Institutes and/or Public Policy Analysis

Official website

Reported finances

Revenue
$4,537,324
Expenses
$3,595,225
Assets
$3,917,780
Liabilities
$23,424

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

25 people listed

Executive titles in this filing

  • JOHN W KENNEDY MD (PRESIDENT)

Highest reported compensation

  • JERROLD PENSO MD MBA (SECRETARY): $924,150 total reported compensation
  • JOHN W KENNEDY MD (PRESIDENT): $611,006 total reported compensation
  • CARRIE HANLON (CFO): $300,198 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

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

What it reported doing in 2024

The 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.

Operating model

Revenue model
Donor-supported. 94% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 94% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. The filing does not identify recipients for some grant dollars and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 65
  • Transparency & Controls: 67
  • Accountability: 84
  • Sustainability: 59
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 63.9%; rating input score 64
  • Program expense ratio: 79.5%; rating input score 80
  • Fundraising efficiency: $7.65 raised per $1 spent on fundraising; rating input score 29; 29th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 92.3%; rating input score 92; 10th percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 11.6%; rating input score 12; 12th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Scored; rating input score 0

Accountability

  • Independent voting board: 89.5%; rating input score 89; 20th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Fail
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 20.8%; rating input score 78; 78th percentile among comparable filings
  • Total-asset coverage ratio: 1.09; rating input score 40; 40th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 88; 88th percentile among comparable filings
  • Officer compensation ratio: 42.7%; rating input score 2; 2nd percentile among comparable filings

Growth

  • Program expense growth: 6.8% per year; rating input score 100; 50th percentile among comparable filings
  • Revenue growth: 6.3% per year; rating input score 100; 50th percentile among comparable filings
  • Asset growth: 2.4% per year; rating input score 100; 21st percentile among comparable filings

Details

  • Where the money goes: 63.9% of revenue deployed · 79.5% of spending went to programs
  • Governance: 17 of 19 board members independent · 7 of 9 filing controls reported
  • Programs: 5 filed program accomplishments · $2.9M in reported program spending
  • Leadership: top reported pay $924K · 25 people listed · 4 of 6 pay-setting controls reported
  • Consistency: 26 of 27 current checks pass · 1 finding to review
  • Schedules: 9 filed schedules · includes major donors, grants, executive pay, and related organizations
  • Filing history: 10 filing years from 2013 to 2024
  • Contacts: How to reach this organization
  • Money network: 10 filed money-flow records
  • Related organizations: 3 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Grant itemization coverage scored 12/100.
  • High — Financial Efficiency: Fundraising efficiency scored 29/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • High — Transparency & Controls: Related-party transparency scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 40/100.
  • High — Sustainability: Officer compensation ratio scored 2/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.