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ObjectId: 202443159349301239 - Submission: 2024-11-10
TIN: 36-0727175
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
23
Open to Public Inspection
Name of the organization
AMERICAN MEDICAL ASSOCIATION
Employer identification number
36-0727175
Part I
Identification of Disregarded Entities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Total income
(e)
End-of-year assets
(f)
Direct controlling
entity
Part II
Identification of Related Tax-Exempt Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))
(f)
Direct controlling
entity
(g)
Section 512(b)(13) controlled entity?
Yes
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2023
Page 2
Schedule R (Form 990) 2023
Page
2
Part III
Identification of Related Organizations Taxable as a Partnership.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes
No
(1)
AMERICAN MEDICAL ASSURANCE COMPANY
330 N WABASH AVENUE SUITE 39300
CHICAGO
,
IL
606115885
36-2874262
BUSINESS SERVICES REINSURANCE COMPANY
IL
AMERICAN MEDICAL ASSOCIATION
C
82,762
2,795,356
100.000 %
Yes
(2)
HEALTH2047 INC
330 N WABASH AVENUE SUITE 39300
CHICAGO
,
IL
606115885
47-4308879
PROFESSIONAL, SCIENTIFIC AND TECHNICAL SERVICES
IL
AMERICAN MEDICAL ASSOCIATION
C
5,570,055
59,713,970
100.000 %
Yes
(3)
FIRST MILE CARE INC
3000 SAND HILL ROAD 3-210
MENLO PARK
,
CA
940257119
83-1699015
PREVENTIVE CHRONIC CARE COMPANY
CA
N/A
C
Yes
(4)
ADAMS STREET 1847 FUND LP
UGLAND HOUSE SOUTH CHURCH STREET
GEORGETOWN
CJ
98-1287229
INVESTING
CJ
AMERICAN MEDICAL ASSOCIATION
C
14,866,454
113,352,118
99.980 %
Yes
(5)
AMA INSURANCE AGENCY INC
330 N WABASH AVENUE SUITE 39300
CHICAGO
,
IL
606115885
36-3305962
INSURANCE BROKERAGE
IL
N/A
C
Yes
(6)
AMA SERVICES INC
330 N WABASH AVENUE SUITE 39300
CHICAGO
,
IL
606115885
36-3229022
HOLDING COMPANY - BUSINESS AND PERSONAL SERVICES
IL
AMERICAN MEDICAL ASSOCIATION
C
36,888,210
59,362,386
100.000 %
Yes
(7)
AMA INNOVATIONS INC
330 N WABASH AVENUE SUITE 39300
CHICAGO
,
IL
606115885
27-3034169
HOLDING COMPANY - BUSINESS AND PERSONAL SERVICES
IL
N/A
C
Yes
Schedule R (Form 990) 2023
Page 3
Schedule R (Form 990) 2023
Page
3
Part V
Transactions With Related Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note.
Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1
During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a
Receipt of
(i)
interest,
(ii)
annuities,
(iii)
royalties, or
(iv)
rent from a controlled entity
.....................
1a
Yes
b
Gift, grant, or capital contribution to related organization(s)
............................
1b
Yes
c
Gift, grant, or capital contribution from related organization(s)
............................
1c
No
d
Loans or loan guarantees to or for related organization(s)
............................
1d
No
e
Loans or loan guarantees by related organization(s)
............................
1e
No
f
Dividends from related organization(s)
............................
1f
Yes
g
Sale of assets to related organization(s)
............................
1g
No
h
Purchase of assets from related organization(s)
............................
1h
No
i
Exchange of assets with related organization(s)
............................
1i
No
j
Lease of facilities, equipment, or other assets to related organization(s)
.......................
1j
No
k
Lease of facilities, equipment, or other assets from related organization(s)
......................
1k
No
l
Performance of services or membership or fundraising solicitations for related organization(s)
.....................
1l
Yes
m
Performance of services or membership or fundraising solicitations by related organization(s)
.................
1m
No
n
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
...................
1n
No
o
Sharing of paid employees with related organization(s)
............................
1o
No
p
Reimbursement paid to related organization(s) for expenses
............................
1p
Yes
q
Reimbursement paid by related organization(s) for expenses
............................
1q
Yes
r
Other transfer of cash or property to related organization(s)
............................
1r
Yes
s
Other transfer of cash or property from related organization(s)
............................
1s
Yes
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1)
AMA INSURANCE AGENCY INC
Q
3,547,181
COST/FAIR MARKET VALUE
(2)
AMA INSURANCE AGENCY INC
A
841,245
COST/FAIR MARKET VALUE
(3)
AMA INSURANCE AGENCY INC
L
831,685
COST/FAIR MARKET VALUE
(4)
AMA INNOVATIONS INC
Q
53,200
COST/FAIR MARKET VALUE
(5)
AMA INNOVATIONS INC
A
150,191
COST/FAIR MARKET VALUE
(6)
AMA SERVICES INC
P
1,140
COST/FAIR MARKET VALUE
(7)
AMA SERVICES INC
F
12,900,000
COST/FAIR MARKET VALUE
(8)
AMERICAN MEDICAL ASSURANCE COMPANY
Q
1,285
COST/FAIR MARKET VALUE
(9)
AMERICAN MEDICAL ASSURANCE COMPANY
L
17,623
COST/FAIR MARKET VALUE
(10)
HEALTH2047 INC
Q
405,186
COST/FAIR MARKET VALUE
(11)
HEALTH2047 INC
P
4,394,154
COST/FAIR MARKET VALUE
(12)
HEALTH2047 INC
A
147,695
COST/FAIR MARKET VALUE
(13)
HEALTH2047 INC
L
56,646
COST/FAIR MARKET VALUE
(14)
HEALTH2047 INC
B
51,000,000
COST/FAIR MARKET VALUE
(15)
ADAMS STREET 1847 FUND LP
R
23,110,000
COST/FAIR MARKET VALUE
(16)
ADAMS STREET 1847 FUND LP
S
9,120,000
COST/FAIR MARKET VALUE
Schedule R (Form 990) 2023
Page 4
Schedule R (Form 990) 2023
Page
4
Part VI
Unrelated Organizations Taxable as a Partnership.
Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)
(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income
(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Yes
No
Schedule R (Form 990) 2023
Page 5
Schedule R (Form 990) 2023
Page
5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference
Explanation
Schedule R (Form 990) 2023
Additional Data
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