2022-11-11T15:13:29-07:00 2021-12-31 990 2021-01-01 940359340 CALIFORNIA MEDICAL ASSOCIATION CALI 9164445532 1201 K Street Suite 800 Sacramento CA 95814 Lance R Lewis Chief Operating Officer 9164445532 2022-11-11 1 11 0 AAL2 X 2021 2022-09-23 18:48:47Z Lance R Lewis 1201 K Street Sacramento CA 95814 29636180 0 X www.cmadocs.org X 1856 CA For more than 160 years, the California Medical Association has pursued its mission to promote the science and art of medicine, the care and well-being of patients, the protection of public health, the betterment of the medical profession and to achieve health equity and justice. 53 47 107 1600 219603 0 8654794 3532057 16158042 21173593 4111 159 1519797 4914771 26336744 29620580 0 0 0 0 16660284 18300941 0 0 0 7087704 7204600 23747988 25505541 2588756 4115039 35200012 44616043 19618552 22771709 15581460 21844334 The California Medical Association, Inc. (CMA) is a voluntary, not-for-profit mutual benefit corporation which promotes the science and art of medicine, the care and well-being of patients, 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 valuation proposition of the organization emphasizes empowering physicians to lead the transformation of the health care system. 0 0 California Medical Association worked closely with the Newsom Administration to ensure all Californians had access to vaccines, providing mapping data and physician feedback to help the state build a distribution network that allowed community-based physicians to obtain vaccines for their patients. California Medical Association helped pass an increase in the tax on e-cigarettes and vaping products to more closely mirror the taxes on other tobacco products. The bill also ensures future funding for physician workforce programs, such as the physician loan repayment program. The Association helped establish and administer the CalVaxGrant program, which provided $40 million to physician practices to help offset the costs of obtaining, storing and administering COVID vaccines. Additionally, CMA's Center for Economic Services recouped more than $1 million from payors on behalf of physician members. The Association sponsored AB 457 (Santiago), which ensures patients can access telehealth services from their selected health care providers, rather than a third-party corporate telehealth provider. California Medical Association sponsored SB 510 (Pan), which requires health insurers to cover the cost of COVID-19 tests and vaccine administration. In the budget process, CMA helped ensure state policy conformed to federal tax law with regard to Paycheck Protection Program loans for physician practices and made permanent the Proposition 56 supplemental payments for Medi-Cal providers. A portion of Prop. 56 tobacco funds went to pay for graduate medical education. 0 0 0 0 0 1 0 1 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 X 62 0 1 107 1 1 1 0 0 0 1 1 0 0 0 X 53 47 1 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 CA X Lance Lewis 9164445532 1201 K Street Suite 800 Sacramento CA 95814 Dustin E Corcoran Chief Executive Officer 35 2 X 1062000 0 109630 Lance R Lewis Chief Operating Officer 35 2 X 425600 0 113015 Francisco J Silva General Counsel and Senior Vice President 35 1 X 412900 0 58289 Sarah Summer CEO of CMA Physician Services 0 35 X 378000 0 40432 Guadalupe M Diaz CEO of Physicians of Healthy California 0 35 X 297500 0 61007 Dave Logan CEO of Well Physician California 0 35 X 307008 0 18448 Sierra Alecia Sanchez Chief Strategy Officer 30 0 X 270000 0 52244 Jesse Martin Chief Strategy Officer of CMA Physician Service Inc. 0 35 X 267449 0 39416 Michael Steenburgh Vice President Centers for Membership Marketing and Component Relations 35 0 X 244800 0 50370 Janus Norman Senior Vice President Centers for Government Relations and Political Operations 35 1 X 250000 0 35474 David T Ford Vice President of Healtth Information Technology 35 0 X 227500 0 48247 Anthony York Vice President of Strategic Communications 35 0 X 220222 0 47734 Elizabeth McNeil Vice President Center for Federal Government Relations 35 0 X 186553 0 43240 Janice Rocco Vice President of Healthcare Access and Coverage 35 0 X 224800 0 2959 Alicia Wagnon Deputy General Counsel 35 0 X 181331 0 41639 Peter N Bretan MD Immediate Past President through Oct 2022 1 1 X 102625 0 0 Robert E Wailes MD President 1 1 X 86588 0 0 David Aizuss MD Immediate Past President through Oct 2021 1 1 X 49625 0 0 Tanya W Spirtos MD Speaker, House of Delegates 1 1 X 49100 0 0 Shannon Udovic-Constant MD Chair, Board of Trustees 1 1 X X 41862 0 0 Sergio R Flores MD Vice-Chair, Board of Trustees 1 1 X X 33581 0 0 Adam Dougherty MD Trustee 1 1 X 0 0 0 Alex McDonald MD Trustee 1 1 X 0 0 0 Anna Yap MD Trustee 1 1 X 0 0 0 Barbara Weissman MD Trustee 1 1 X 0 0 0 Beth Griffiths MD Trustee 1 1 X 0 0 0 C Freeman MD Trustee 1 1 X 0 0 0 Catherine Gutfreund MD Trustee 1 1 X 0 0 0 Charles Clary DO Trustee 1 1 X 0 0 0 Christina Wang Trustee 1 1 X 0 0 0 Damodara Rajasekhar MD Trustee 1 1 X 0 0 0 David Friscia MD Trustee 1 1 X 0 0 0 David Lubarsky MD MBA Trustee 1 1 X 0 0 0 Diana R Shiba MD Trustee 1 1 X 0 0 0 Eric Hansen DO Trustee 1 1 X 0 0 0 Harrison Hines MD Trustee 1 1 X 0 0 0 Holly Yang MD Trustee 1 1 X 0 0 0 James Washington III MD Trustee 1 1 X 0 0 0 Janet Jacobson MD Trustee 1 1 X 0 0 0 Jeffrey Klingman MD Trustee 1 1 X 0 0 0 Jerry Abraham MD Trustee 1 1 X 0 0 0 Joanna Tan MD Trustee 1 1 X 0 0 0 K Michael Conroy MD Trustee 1 1 X 0 0 0 Katrina Peters MD Trustee 1 1 X 0 0 0 Kenneth Blumenfeld MD Trustee 1 1 X 0 0 0 Lawrence C Cheung MD Trustee 1 1 X 0 0 0 Maisha Draves MD Trustee 1 1 X 0 0 0 Margaret Parsons MD Trustee 1 1 X 0 0 0 Mark H Kogan MD Trustee 1 1 X 0 0 0 Marti F Baum MD Trustee 1 1 X 0 0 0 Michael Luszczak MD Trustee 1 1 X 0 0 0 Nikan H Khatibi DO Trustee 1 1 X 0 0 0 Ralph Kingsford MD Trustee 1 1 X 0 0 0 Ranjit S Rajpal MD Trustee 1 1 X 0 0 0 Rene H Bravo MD Trustee 1 1 X 0 0 0 Resa Caivano MD Trustee 1 1 X 0 0 0 Robert Oldham MD Trustee 1 1 X 0 0 0 Ronald Wyatt MD Trustee 1 1 X 0 0 0 Sarah Mae Smith Trustee 1 1 X 0 0 0 Seema Sidhu MD Trustee 1 1 X 0 0 0 Sion Roy MD Trustee 1 1 X 0 0 0 Suparna Dutta MD Trustee 1 1 X 0 0 0 Thomas M Dailey MD Trustee 1 1 X 0 0 0 Timothy Murphy MD Trustee 1 1 X 0 0 0 Vincent Mason MD Trustee 1 1 X 0 0 0 William Tseng MD Trustee 1 1 X 0 0 0 Donaldo Hernandez MD President-Elect 1 1 X 0 0 0 Jack Chou MD Vice Speaker, House of Delegates 1 1 X 0 0 0 5319044 0 762144 33 0 1 0 Grace Public Affairs LLC 1020 16th Street Suite 31 Sacramento CA 95814 Consulting Services 105000 1 0 0 0 752000 0 2780057 0 3532057 Membership dues 900099 15301291 15301291 0 0 Conference, Seminars, Workshops 900099 34483 34483 0 0 CME Accreditation 900099 447796 447796 0 0 Related Entity Administrative Fees 900099 3272047 3272047 0 0 2117976 2117976 0 0 21173593 159 0 0 159 0 0 0 0 145048 0 0 145048 208141 0 0 0 208141 0 208141 0 0 208141 0 0 0 0 0 0 0 0 0 0 0 490007 15600 474407 474407 0 0 Advertising Revenue 541800 62145 0 62145 0 Administrative Fees Revenue 900099 157458 0 157458 0 Reimbursement of Related Entity Costs 900099 3782644 3782644 0 0 84928 84928 0 0 4087175 29620580 25515572 219603 353348 0 0 0 0 4409960 0 9797308 612253 2390699 1090721 0 356326 76706 173636 0 0 1307280 229100 770435 268471 0 1197927 249039 0 454655 43871 381322 467482 140728 Collection Fees and Bank Charges 518170 569452 25505541 0 0 0 6976732 3075487 839 0 0 0 740854 683351 0 0 0 0 1300000 5209709 36235 54357 280343 639751 6009515 3633102 2591419 2376413 51397 51590 2483000 4107378 0 0 20739193 28418007 35200012 44616043 3397350 3395770 0 0 9853275 9302449 0 0 0 0 0 0 0 5300000 2294200 1865219 4073727 2908271 19618552 22771709 X 15233741 19771156 347719 2073178 15581460 21844334 35200012 44616043 4115039 2147835 0 0 0 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 15226291 1752947 0 1752947 5202439 0 -3449492 0 0 0 0 0 0 0 0 380470 70821 309649 0 1069208 500533 568675 0 4559837 3061748 1498089 2376413 4107378 F 0 4107378 Affiliate Receivables 26506045 Deferred Compensation Plan Asset 1911962 28418007 0 Affiliate Payable 852871 Deferred Compensation Plan Liabilities 2055400 2908271 X Schedule D, Part X, Line 2 The 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. X X X 1 1 X X X X 1 1 0 Dustin E Corcoran Chief Executive Officer 775000 0 275000 0 12000 0 45600 0 64030 0 1171630 0 0 0 Lance R Lewis Chief Operating Officer 316000 0 100000 0 9600 0 45600 0 67415 0 538615 0 0 0 Francisco J Silva General Counsel and Senior Vice President 322900 0 90000 0 0 0 26100 0 32189 0 471189 0 0 0 Sierra Alecia Sanchez Chief Strategy Officer 220000 0 50000 0 0 0 24300 0 27944 0 322244 0 0 0 Janus Norman Senior Vice President Centers for Government Relations and Political Operations 235000 0 15000 0 0 0 7500 0 27974 0 285474 0 0 0 Michael Steenburgh Vice President Centers for Membership Marketing and Component Relations 194800 0 50000 0 0 0 22032 0 28338 0 295170 0 0 0 Anthony York Vice President of Strategic Communications 195222 0 25000 0 0 0 19820 0 27914 0 267956 0 0 0 David T Ford Vice President of Healtth Information Technology 207500 0 20000 0 0 0 20475 0 27772 0 275747 0 0 0 Elizabeth McNeil Vice President of Federal Relations 176553 0 10000 0 0 0 16790 0 26450 0 229793 0 0 0 Janice Rocco Vice President, Healthcare Access & Coverage 204800 0 20000 0 0 0 0 0 2959 0 227759 0 0 0 Alicia Wagnon Deputy General Counsel 173331 0 8000 0 0 0 16320 0 25319 0 222970 0 0 0 Guadalupe M Diaz CEO, PHC 250000 0 40000 0 7500 0 26100 0 34907 0 358507 0 0 0 Dave Logan CEO of Well Physician California 307008 0 0 0 0 0 9346 0 9102 0 325456 0 0 0 Sarah Summer CEO, Physician Services Org 315000 0 63000 0 0 0 26100 0 14332 0 418432 0 0 0 Jesse Martin Chief Strategy Officer, PSO 221585 0 45864 0 0 0 10966 0 28449 0 306864 0 0 0 Schedule J, Part I, Line 1a 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 contract that is approved by the Board. The organization also pays for travel costs associated with officers' spouses attending the annual executive committee strategic planning retreat. Schedule J, Part I, Line 4 In 2021, Dave Logan received a severance payment of $195,750. The California Medical Association offers a 457B plan that executive officers are eligible to participate in - Dustin E Corcoran $19,500 and Lance R Lewis $19,500. Form 990, Part V, Line 2a 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 2021 in the PEO agreement. Form 990, Part VI, Section A, Line 2 There is a family relationship between Dustin E Corcoran, Chief Executive Officer, and Lance R Lewis, Chief Operating Officer. Form 990, Part VI, Section A, Line 6 The bylaws specify that there is one class of members who shall be the members comprising the Board of Trustees of the California Medical Association. Form 990, Part VI, Section A, Line 7a The members of the governing body, 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 7b Approval of the members is required to amend the Bylaws of the organization. Removal of members 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 11b Prior to filing with the IRS, Form 990 and required schedules are prepared from the audited financial statements and are reviewed by management before being electronically transmitted to the Board of Trustees. Form 990, Part VI, Section B, Line 12c The members of the governing body, Board of Trustees, and the Chief Executive Officers 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 15 The 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 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 2c The organization has an Audit Committee that assumes responsibility to oversee the Financial Statements audit process in which has not changed from year to year. CMA Holdings LLC 1201 K Street Suite 800 Sacramento CA 95814 384002579 Holding Company CA 1719993 4200593 CMA Medical Society Services LLC 1201 K Street Suite 800 Sacramento CA 95814 422262312 Consulting Services CA 157458 44059 CMA CMA Wellness LLC 1201 K Street Suite 800 Sacramento CA 95814 940359340 Services for Health Care CA 0 0 CMA Center for Physician Wellness and Quality Care LLC 1201 K Street Suite 800 Sacramento CA 95814 940359340 Management Services CA 0 0 CMA California Medical Association Properties 1201 K Street Suite 800 Sacramento CA 95814 946062821 Title Holding Company CA 501(c)2 CMA 1 Physicians for a Healthy California 1201 K Street Suite 800 Sacramento CA 95814 946062822 Charitable Foundation CA 501(c)3 Line 10 CMA 1 Institute for Medical Quality 1201 K Street Suite 800 Sacramento CA 95814 943240330 Improving Medical Quality CA 501(c)3 Line 10 CMA 1 CALPAC - California Medical Association PAC 1201 K Street Suite 800 Sacramento CA 95814 946353926 Political Activities CA 527 CMA 1 CALPAC - California Medical Association IEC 1201 K Street Suite 800 Sacramento CA 95814 680464807 Political Activities CA 527 CMA 1 PSO Services LLC 1201 K Street Suite 800 Sacramento CA 95814 812437069 Practice Management and Consulting Services DE N/A Related -6417 7961 0 1 0.33 California Medical Association Ventures Inc 1201 K Street Suite 800 Sacramento CA 95814 843971099 Holding company DE CMA C -454953 1919797 1 1 CMA Physician Services Inc 1201 K Street Suite 800 Sacramento CA 95814 843948595 Physician Practice Improvement Services DE N/A C 0 0 CMA Wellness Services Inc 1201 K Street Suite 800 Sacramento CA 95814 943970931 Physician Wellness DE N/A C 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 California Medical Association Properties c 752000 Actual amount of capital contribution received from CMA Properties. California Medical Association Properties s 1476030 Actual amount of cash transferred from CMA Properties. Physicians for a Healthy California o 1467180 Actual amount of CMA staff-time allocated to related organization. Physicians for a Healthy California q 3782644 Actual amount of salary expenses paid by California Medical Association. Physicians for a Healthy California q 519353 Miscellaneous expenses paid by California Medical Association. Institute for Medical Quality q 86361 Actual amount of miscellaneous expenses paid by California Medical Association. CALPAC - California Medical Association PAC r 667989 Actual amount of contribution transferred to related organization. CALPAC - California Medical Association IEC r 207689 Actual amount of contribution transferred to related organization. CMA Physician Services Inc o 176000 Share of CMA staff-time allocated to related organization. CMA Physician Services Inc q 1544975 Actual amount of salary expenses paid by California Medical Association. CMA Physician Services Inc q 206391 Actual amount of miscellaneous expenses paid by California Medical Association. CMA Physician Services Inc r 157627 Actual amount of cash transferred to related organization. CMA Wellness Services Inc b 381745 Actual amount of contribution transferred to related organization. CMA Wellness Services Inc q 544605 Actual amount of salary expenses paid by California Medical Association. CMA Wellness Services Inc q 92946 Actual amount of miscellaneous expenses paid by California Medical Association. CMA Wellness Services Inc r 187526 Actual amount of cash transferred to related organization. California Medical Association requested extension for filing as additional time was necessary to complete an accurate annual filing.