CALIFORNIA MEDICAL ASSOCIATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CALIFORNIA MEDICAL ASSOCIATION (EIN 94-0359340)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-13
IRS object ID
202443199349301574
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-13T14:46:32-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN940359340EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1California Medical AssociationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCALIBusinessNameControlTxt
Phone9164445532PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11201 K Street Suite 800AddressLine1Txt
CitySacramentoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLance R LewisPersonNm
Person TitleChief Operating OfficerPersonTitleTxt
Phone9164445532PhoneNum
Signature2024-11-13SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLance R LewisPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11201 K StreetAddressLine1Txt
Address Line2Suite 800AddressLine2Txt
CitySacramentoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$32,183,313GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website Addresswww.cmadocs.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1856FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionFor 168 years strong, the California Medical Association has pursued its mission to promote the science and art of medicine, the protection of public health, the betterment of the medical profession, and to achieve health equity and justice.ActivityOrMissionDesc
Voting Members Governing Body45VotingMembersGoverningBodyCnt
Voting Members Independent39VotingMembersIndependentCnt
Total Employee149TotalEmployeeCnt
Total Volunteers110TotalVolunteersCnt
Total Gross UBI$273,912TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,508,293PYContributionsGrantsAmt
CY Contributions Grants$4,221,633CYContributionsGrantsAmt
PY Program Service Revenue$20,210,606PYProgramServiceRevenueAmt
CY Program Service Revenue$18,351,514CYProgramServiceRevenueAmt
PY Investment Income$650PYInvestmentIncomeAmt
CY Investment Income$2,536CYInvestmentIncomeAmt
PY Other Revenue$2,165,965PYOtherRevenueAmt
CY Other Revenue$9,590,585CYOtherRevenueAmt
PY Total Revenue$26,885,514PYTotalRevenueAmt
CY Total Revenue$32,166,268CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$250,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$18,629,622PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$20,862,876CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$14,516,742PYOtherExpensesAmt
CY Other Expenses$10,785,582CYOtherExpensesAmt
PY Total Expenses$33,146,364PYTotalExpensesAmt
CY Total Expenses$31,898,458CYTotalExpensesAmt
PY Revenues Less Expenses-$6,260,850PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$267,810CYRevenuesLessExpensesAmt
Total Assets BOY$43,681,557TotalAssetsBOYAmt
Total Assets EOY$49,063,500TotalAssetsEOYAmt
Total Liabilities BOY$31,821,129TotalLiabilitiesBOYAmt
Total Liabilities EOY$36,205,501TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$11,860,428NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$12,857,999NetAssetsOrFundBalancesEOYAmt
MissionThe California Medical Association, Inc. (CMA) is a voluntary, not-for-profit mutual benefit corporation which promotes the science and art of medicine, the protection of public health, the betterment of the medical profession, and to achieve health equity and justice. CMA serves its members through a comprehensive program of legislative, legal, regulatory, economic and social advocacy and member benefit programs. The value proposition of the organization emphasizes empowering physicians to lead the transformation of the health care system.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescIn 2023, a monumental victory for physicians and patients alike, the California Medical Association achieved a historic milestone with the passage of budget legislation that provide the largest Medi-Cal rate increase in the state's history. This transformative step, which will make meaningful strides toward fulfilling Medi-Cal's promise of access to health care for millions of Californians, will be implemented in stages. The first stage of Medi-Cal rate increases will be in 2024, with greater increases in 2025.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescThe California Medical Association and the Coalition to Protect Access to Care, a broad and diverse group of health care organizations, filed a statewide ballot initiative with the California Attorney General's office to make permanent the transformative Medi-Cal rate increases established in the state budget. The Protect Access to Healthcare Act is critical to ensuring the accessibility and affordability of health care services for all Californians.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescCMA advocacy was responsible for defeating or keeping several pieces of legislation that would have been harmful to patients from moving this year. Assembly Bill (AB) 616 would have required audited financial reports and statements from medical groups to be released to the public; Senate Bill (SB) 524 would have allowed retail chain pharmacists to furnish medications treating conditions identified through CLIA-waived tests performed by a pharmacist; AB 1570 would have allowed optometrists to perform delicate eye surgeries; and AB 1751 would have forced physicians to inform patients about nonpharmacological treatments for pain.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$0TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$0TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document101IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee149EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members45GoverningBodyVotingMembersCnt
Independent Voting Member39IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (1)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLance R LewisPersonNm
Phone9164445532PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11201 K StreetAddressLine1Txt
Address Line2Suite 800AddressLine2Txt
CitySacramentoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (58 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Dustin E Corcoran
Chief Executive Officer, California Medical Assoc.352Yes (X)Yes (X)$1,227,159$0$112,049
Jamie Ostroff
Chief Legal Officer and General Counsel351$696,128$0$56,442Yes (X)
Lance R Lewis
Chief Operating Officer352Yes (X)$602,591$0$119,549
David T Ford
CEO, CMA Physician Services Inc135$399,661$0$58,113Yes (X)
Stuart Thompson
Senior Vice President, Government Relations351$388,594$0$60,524Yes (X)
Guadalupe M Diaz
CEO, Physicians of Healthy California135$337,212$0$64,407Yes (X)
Jesse Martin
Chief Strategy Officer, CMA Physician Service Inc.035$317,580$0$57,082Yes (X)
Janice Rocco
Chief of Staff350$307,401$0$51,274Yes (X)
Sierra Alecia Sanchez
Chief Strategy Officer35.000$301,671$0$55,466Yes (X)
Michael Steenburgh
VP of Mbrshp Marketing and Component Relations350$254,147$0$49,924Yes (X)
Elizabeth McNeil
Vice President, Federal Government Relations350$201,654$0$42,830Yes (X)
Michelle Chapanian
Vice President, Governance350$194,858$0$45,666Yes (X)
Shannan Velayas
Vice President, Strategic Communications350$191,586$0$24,802Yes (X)
Donaldo Hernandez MD
Immediate Past President through Oct 202411Yes (X)Yes (X)$147,858$0$0
Tanya W Spirtos MD
President11Yes (X)Yes (X)$98,659$0$0
Robert E Wailes MD
Immediate Past President through Oct 202311Yes (X)Yes (X)$69,964$0$0
Shannon Udovic-Constant MD
President-Elect11Yes (X)Yes (X)$59,537$0$0
Sergio R Flores MD
Chair, Board of Trustees11Yes (X)Yes (X)$50,724$0$0
Lawrence C Cheung MD
Vice-Speaker, House of Del. through Oct 202311Yes (X)Yes (X)$21,050$0$0
George Fouras MD
Vice-Speaker, House of Del. through Oct 202411Yes (X)Yes (X)$4,545$0$0
Eric Hansen DO
Vice-Chair, Board of Trustees11Yes (X)Yes (X)$3,409$0$0
Jack Chou MD
Speaker, House of Delegates11Yes (X)Yes (X)$0$0$0
Alex McDonald MD
Trustee11Yes (X)$0$0$0
Anna Yap MD
Trustee11Yes (X)$0$0$0
Brad Drexler MD
Trustee11Yes (X)$0$0$0
Ciara Harraher MD
Trustee11Yes (X)$0$0$0
Damodara Rajasekhar MD
Trustee11Yes (X)$0$0$0
David Friscia MD
Trustee11Yes (X)$0$0$0
Diana R Shiba MD
Trustee11Yes (X)$0$0$0
Edmon Soliman MD
Trustee11Yes (X)$0$0$0
James Washington III MD
Trustee11Yes (X)$0$0$0
Janet Jacobson MD
Trustee11Yes (X)$0$0$0
Jason Cord MD
Trustee11Yes (X)$0$0$0
Jeffrey Klingman MD
Trustee11Yes (X)$0$0$0
Jerry Abraham MD
Trustee11Yes (X)$0$0$0
K Michael Conroy MD
Trustee11Yes (X)$0$0$0
Katrina Peters MD
Trustee11Yes (X)$0$0$0
Kim Newell-Green MD
Trustee11Yes (X)$0$0$0
Maisha Draves MD
Trustee11Yes (X)$0$0$0
Man Kit Leung MD
Trustee11Yes (X)$0$0$0
Margaret Parsons MD
Trustee11Yes (X)$0$0$0
Marti F Baum MD
Trustee11Yes (X)$0$0$0
Michele Evans MD
Trustee11Yes (X)$0$0$0
Nidhi Reddy
Trustee11Yes (X)$0$0$0
Rachel Ekaireb MD
Trustee11Yes (X)$0$0$0
Ramin Manshadi MD
Trustee11Yes (X)$0$0$0
Rana Andary
Trustee11Yes (X)$0$0$0
Ranjit S Rajpal MD
Trustee11Yes (X)$0$0$0
Rene H Bravo MD
Trustee11Yes (X)$0$0$0
Resa Caivano MD
Trustee11Yes (X)$0$0$0
Robert Oldham MD
Trustee11Yes (X)$0$0$0
Seema Sidhu MD
Trustee11Yes (X)$0$0$0
Suparna Dutta MD
Trustee11Yes (X)$0$0$0
Susan Murin MD MBA MSC
Trustee11Yes (X)$0$0$0
Timothy Murphy MD
Trustee11Yes (X)$0$0$0
Vincent Mason MD
Trustee11Yes (X)$0$0$0
William Tseng MD
Trustee11Yes (X)$0$0$0
Adam Dougherty MD
Trustee11Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,875,988TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$798,128TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K38IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtAddress Line2ContractorAddress/USAddress/AddressLine2TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
California Majority Group LLC
1201 K StreetSuite 920SacramentoCA95814Public Affairs Consulting$264,360
RGS Consulting and Advocacy LLC
1017 L Street 705SacramentoCA95822Legislative Consulting Svcs.$220,276
Stephanie Roberson Strategies LLC
5930 S Land Park DrivePO Box 22282SacramentoCA95822Legislative Consulting Svcs$220,000
Euclid Technology LLC
540 Devall DriveSuite 301AuburnAL36832Assoc. Management Software$135,899
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$1,250,000RelatedOrganizationsAmt
Government Grants$0GovernmentGrantsAmt
All Other Contributions$2,971,633AllOtherContributionsAmt
Noncash Contributions$0NoncashContributionsAmt
Total Contributions$4,221,633TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Membership Dues900099$15,821,027$15,821,027$0$0
Conferences, Seminars, Workshops900099$69,609$69,609$0$0
CME Accreditation900099$500,450$500,450$0$0
Affiliate Administrative Fees Revenue900099$1,960,428$1,780,460$179,968$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$18,351,514TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,536TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,536ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,750,341TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,750,341ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$302,834RealAmt
Personal$0PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$302,834RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$302,834TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$302,834ExclusionAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt
FieldValueIRS element (for citing)
Contri Rpt Fundraising Event$0ContriRptFundraisingEventAmt
Gross Sales Of Inventory$102,194GrossSalesOfInventoryAmt
Cost Of Goods Sold$17,045CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$85,149TotalRevenueColumnAmt
Related Or Exempt Func Income$85,149RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Reimbursement of Related Entity Costs900099$7,369,460$7,369,460$0$0
Advertising541800$55,561$0$55,561$0
Administrative Fees900099$38,383$0$38,383$0

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column-$11,143TotalRevenueColumnAmt
Related Or Exempt Func Income-$11,143RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$7,452,261OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$32,166,268TotalRevenueColumnAmt
Related Or Exempt Func Income$25,615,012RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$273,912UnrelatedBusinessRevenueAmt
Exclusion$2,055,711ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$250,000TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,275,132TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$12,851,794TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$528,798TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,363,347TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$843,805TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$159,291TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$62,081TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$933,360TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$473,762TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$246,489TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$890,030TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$278,135TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,262,020TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$914,392TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,366,750TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$248,440TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$726,620TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$490,671TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$166,203TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
Affiliate Subcontracted Program$713,500
Settlement of Litigation$550,000
CMA Education Committee$491,160
Collection Fees$315,157

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$497,521TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$31,898,458TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,788,671BOYAmt
EOY$4,937,170EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$361,948BOYAmt
EOY$664,390EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$1,000,000EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$22,948BOYAmt
EOY$16,477EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$748,483BOYAmt
EOY$851,330EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$6,943,549LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,357,004LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,481,812BOYAmt
EOY$2,586,545EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$51,470BOYAmt
EOY$53,196EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$5,802,934BOYAmt
EOY$5,715,304EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$31,423,291BOYAmt
EOY$33,239,088EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$43,681,557BOYAmt
EOY$49,063,500EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,802,578BOYAmt
EOY$6,791,366EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$7,536,564BOYAmt
EOY$9,271,871EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$4,306,130BOYAmt
EOY$2,204,571EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$17,175,857BOYAmt
EOY$17,937,693EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$31,821,129BOYAmt
EOY$36,205,501EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,588,764BOYAmt
EOY$12,032,307EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,271,664BOYAmt
EOY$825,692EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,860,428BOYAmt
EOY$12,857,999EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$43,681,557BOYAmt
EOY$49,063,500EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$267,810ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$729,761NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior YearYes (1)AgreeCarryoverPriorYearInd
Dues Assessments$15,821,027DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$2,210,805NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov$1,669,595NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot$3,880,400NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$5,062,729AggregateReportedDuesNtcAmt
Carried Over$0CarriedOverAmt
Taxable-$1,182,329TaxableAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Book Value$0BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$524,832OtherCostOrOtherBasisAmt
Depreciation$132,303DepreciationAmt
Book Value$392,529BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$1,403,845OtherCostOrOtherBasisAmt
Depreciation$762,081DepreciationAmt
Book Value$641,764BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$5,014,872OtherCostOrOtherBasisAmt
Depreciation$3,462,620DepreciationAmt
Book Value$1,552,252BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,586,545TotalBookValueLandBuildingsAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$5,715,304BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$5,715,304TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
Affiliate Receivable$16,462,971
Right-of-Use Asset$14,799,783
Deferred Compensation Plan Asset$1,976,334
FieldValueIRS element (for citing)
Total Book Value Other Assets$33,239,088TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Lease Liability$15,846,428
Deferred Compensation Plan Liability$2,091,265
FieldValueIRS element (for citing)
Total Liability$17,937,693TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule D, Part X, Line 2FormAndLineReferenceDesc
ExplanationThe Association has applied the accounting principles related to accounting for uncertainty in income taxes and has determined that there is no material impact on the consolidated financial statements.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Yes on Proposition 1-Expanding Access to Mental Health ServicesBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11201 K StreetAddressLine1Txt
Address Line2Suite 800AddressLine2Txt
CitySacramentoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd
FieldValueIRS element (for citing)
Recipient EIN934804823RecipientEIN
IRC Section501(c)(4)IRCSectionDesc
Cash Grant$250,000CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantA Board approved contribution from the California Medical Association to the Yes on Proposition 1 Committee to support its activities.PurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org0Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2FormAndLineReferenceDesc
ExplanationThe California Medical Association requires approval from the Board of Directors for the use of donor restricted funds. Activities related to CMA's Political Issues Committee are monitored and reported to the Fair Political Practices Commission.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Dustin E Corcoran
Chief Executive Officer$854,437$0$350,000$0$22,722$0$52,200$0$59,849$0$1,339,208$0$0$0
Jamie Ostroff
Chief Legal Officer and General Counsel$611,226$0$80,000$0$4,902$0$29,700$0$26,742$0$752,570$0$0$0
Lance R Lewis
Chief Operating Officer$428,100$0$150,000$0$24,491$0$59,700$0$59,849$0$722,140$0$0$0
David T Ford
CEO of CMA Physician Services$332,933$0$65,000$0$1,728$0$29,700$0$28,413$0$457,774$0$0$0
Stuart Thompson
Senior VP of Government Relations$345,714$0$42,000$0$880$0$32,400$0$28,124$0$449,118$0$0$0
Guadalupe M Diaz
CEO of Physicians of Healthy California$263,791$0$54,000$0$19,422$0$29,700$0$34,707$0$401,620$0$0$0
Jesse Martin
Chief Strategy Officer of CMA Physician Service Inc.$259,015$0$56,692$0$1,873$0$28,596$0$28,486$0$374,662$0$0$0
Janice Rocco
Vice President of Healthcare Access and Coverage$249,359$0$50,500$0$7,543$0$49,545$0$1,729$0$358,676$0$0$0
Sierra Alecia Sanchez
Chief Strategy Officer$240,544$0$60,000$0$1,126$0$27,180$0$28,286$0$357,136$0$0$0
Michael Steenburgh
Vice President of Membership and Centers for Membership Marketing and Component Relations$208,464$0$42,000$0$3,682$0$22,797$0$27,127$0$304,070$0$0$0
Elizabeth McNeil
Vice President Center for Federal Government Relations$188,536$0$10,000$0$3,118$0$18,346$0$24,484$0$244,484$0$0$0
Michelle Chapanian
VP of Governance$179,327$0$15,000$0$531$0$17,573$0$28,093$0$240,524$0$0$0
Shannan Velayas
VP Strategic Communications$184,839$0$6,000$0$747$0$5,641$0$19,161$0$216,388$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1aThe California Medical Association covers the cost of health club fees for a limited number of association executives. These expenses are included in the W-2 income for the Chief Executive Officer and other executives who receive this benefit. The CEO is reimbursed for first class airfare as part of his employment agreement that is approved by the Board. The corporation also pays for travel costs associated with officers' spouses attending the annual executive committee strategic planning retreat.
Schedule J, Part I, Line 4The California Medical Association offers a 457B plan that Executive Officers are eligible to participate in - Dustin E Corcoran $22,500 and Lance R Lewis $30,000.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part V, Line 2aThe California Medical Association uses a Professional Employer Organization (PEO), TriNet (48-1304650) to administer its payroll, health benefits, and human resources. As such, the organization does not file form W-3 as this is handled by the PEO. The number provided on this line is the total number of employees that were included at any point during 2023 in this PEO arrangement.
Form 990, Part VI, Section A, Line 2Dustin E Corcoran, Chief Executive Officer, and Lance R Lewis, Chief Operating Officer, have a family relationship.
Form 990, Part VI, Section A, Line 6The bylaws specify that the delegates comprising the House of Delegates shall act on behalf of the members of the corporation.
Form 990, Part VI, Section A, Line 7aTrustees comprise the members of the governing body known as the Board of Trustees are elected by the House of Delegates pursuant to the procedures delineated in the bylaws of the corporation.
Form 990, Part VI, Section A, Line 7bApproval of the members is required to amend the Bylaws of the corporation. Removal of trustees of the governing body, requires the approval of the subset of members from whom the specific trustee was elected to represent.
Form 990, Part VI, Section B, Line 11bThe Form 990 and required schedules are prepared from the audited financial statements. A comprehensive review process includes external tax auditors, internal controller, and management. An electronic copy gets distributed to the Board of Trustees prior to filing with the IRS.
Form 990, Part VI, Section B, Line 12cThe members of the governing body and the Chief Executive Officer are required to file an annual conflict of interest disclosure statements with the corporation. Complete copies of the disclosure statements are provided to the Board of Trustees at each meeting as part of the agenda materials. All members are required to publicly disclose any potential conflict of interest during consideration of any item of business to come before the Board of Trustees. The organizational meeting of the Board newly elected trustees are provided additional instructions on conflict of interest at the new trustees orientation meeting held on an annual basis. Additionally employees are required to disclose potential conflicts of interest in accordance with the personnel policies as stated in the employee handbook.
Form 990, Part VI, Section B, Line 15The Chief Executive Officer's compensation was determined using a salary data for similarly qualified persons in functionally comparable positions at other non-profit associations. The compensation data was obtained from surveys conducted by independent third parties. The CEO's compensation package was negotiated and approved by the Executive Committee of the Board of Trustees. The actions to approve the compensation for the CEO are recorded in the official meeting minutes of the organization. Copies of the compensation studies are maintained by the organization's finance and personnel departments. The CEO's compensation is reviewed every three years. Compensation for key employees are also determined using the same salary data for similarly qualified persons in functionally comparable positions at other non-profit associations. The compensation data was obtained from surveys conducted by independent third parties.
Form 990, Part VI, Section C, Line 19Form 990, Part VI, Section C, Line 19 copies of the governing documents, conflict of interest policy and audited financial statements are made available to the public upon written request.
Form 990, Part XII, Line 2cThe Association has an Audit Committee that assumes responsibility to oversee the financial statements audit process which has not changed from year to year.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
CMA Holdings LLC
1201 K StreetSuite 800SacramentoCA95814384002579Holding CompanyCA$0$5,748,313CMA
Medical Society Services LLC
1201 K StreetSuite 800SacramentoCA95814422262312Consulting ServicesCA$179,968$16,041CMA

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxtBusiness Name Line2DisregardedEntityName/BusinessNameLine2Txt
California Medical Association Properties
1201 K StreetSuite 800SacramentoCA95814946062821Title Holding CompanyCA501(c)2CMAYes (1)
Physicians for a Healthy California
1201 K StreetSuite 800SacramentoCA95814946062822Charitable FoundationCA501(c)3CMAYes (1)Line 10
CALPAC - California Medical Association PAC
1201 K StreetSuite 800SacramentoCA95814946353926Political CampaignCA527CMAYes (1)
CALPAC - California Medical Association IEC
1201 K StreetSuite 800SacramentoCA95814680464807Political CampaignCA527CMAYes (1)
Yes on Proposition 1 Expanding Access to Mental Health Services
1201 K StreetSuite 800SacramentoCA95814934804823Social WelfareCA501(c)(4)CMAYes (1)and Veteran's Care Sponsored by California Medical Association

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1PSO Services LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11201 K StreetAddressLine1Txt
Address Line2Suite 800AddressLine2Txt
CitySacramentoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd
FieldValueIRS element (for citing)
EIN812437069EIN
Primary ActivitiesPractice Management and Consulting ServicesPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Predominant Income TypeRelatedPredominantIncomeTypeTxt
Share Of Total Income-$6,601ShareOfTotalIncomeAmt
Share Of EOY Assets$5,220ShareOfEOYAssetsAmt
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing PartnerYes (1)GeneralOrManagingPartnerInd
Ownership0.33OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
California Medical Association Ventures Inc
1201 K StreetSuite 800SacramentoCA95814843971099Holding companyDECMAC1Yes (1)
CMA Physician Services Inc
1201 K StreetSuite 800SacramentoCA95814843948595Physician Practice Improvement ServicesDEC00N/A
CMA Wellness Services Inc
1201 K StreetSuite 800SacramentoCA95814943970931Physician WellnessDEC00N/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (10 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxtBusiness Name Line2OtherOrganizationName/BusinessNameLine2Txt
California Medical Association Properties
c$1,250,000A Board designated contribution provided to the California Medical Association.
Physicians for a Healthy California
o$1,339,069CMA staff-time allocated to the Physicians for a Healthy California.
Physicians for a Healthy California
p$3,261,685Actual amount of reimbursement paid to the California Medical Association for salary and benefit costs.
Physicians for a Healthy California
q$608,027Reimbursement paid by the Physicians for a Healthy California for rent and miscellaneous expenses.
CMA Physician Services Inc
o$554,817Share of CMA staff-time allocated to CMA Physician Services Inc.
CMA Physician Services Inc
p$2,508,861Actual amount of reimbursement paid to the California Medical Association for salary and benefits costs.
CMA Physician Services Inc
q$200,153Reimbursement paid by the CMA Physician Services Inc for rent and miscellaneous expenses.
California Medical Association Ventures Inc
q$53,152Reimbursement paid by the CMA Ventures Inc for miscellaneous expenses.
Yes on Proposition 1 Expanding Access to Mental Health Services
c$250,000A Board approved contribution to the Yes Proposition 1 Committee.and Veteran's Care Sponsored by California Medical Association
CALPAC - California Medical Association PAC
r$783,797Actual amount of cash transferred to the California Medical Association PAC for contributions received in 2023.

Reasonable Cause Explanation ReasonableCauseExplanation

FieldValueIRS element (for citing)
ExplanationAdditional time was necessary in order to complete an accurate filing.ExplanationTxt

Comments

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