2021-11-15T18:02:31-07:00 2020-12-31 990 2020-01-01 940359340 CALIFORNIA MEDICAL ASSOCIATION CALI 9164445532 1201 K Street Suite 800 Sacramento CA 95814 Lance R Lewis Chief Operating Officer 9164445532 2021-03-25 1 11 0 AAL2 2020 2022-09-23 18:48:47Z X Lance R Lewis 1201 K Street Suite 800 Sacramento CA 95814 26365438 0 X www.cmadocs.org X 1856 CA For more than 160 years, 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, and the betterment of the medical profession. In 2020, CMA had amended its mission statement to include health equity. 43 35 105 1600 174484 0 8407474 8654794 15287311 16158042 8903 4111 1159588 1519797 24863276 26336744 0 0 0 0 13264799 16660284 0 0 0 8954642 7087704 22219441 23747988 2643835 2588756 31436889 35200012 17772075 19618552 13664814 15581460 The mission of the California Medical Association is to promote the science and art of medicine, the care and well-being of patients, the protection of public health, and the betterment of medical profession. The organization had amended its mission statement to include health equity. 0 0 California Medical Association provided COVID-19 resources and advocacy for California physicians, including a newly created COVID-19 website with daily updates, toolkits, webinars and other resources for physicians. CMA also advised the state's development of executive orders and laws to ensure physicians could respond to the pandemic, including on telehealth policy, regulatory waivers and public health officer safety. California Medical Association distributed over 100 million pieces of personal protective equipment to physicians statewide and medical groups from August 1 to December 31, 2020. The donations supported approximately 100,000 California physicians and their staff, which represented a total value of more than $200 million. California Medical Association successfully secured more than $100 billion in financial assistance to physician practices in Coronavirus Aid, Relief, and Economic Security (CARES) Act and an additional $75 billion to the HHS Provider Relief Fund in the COVID-19 "Interim Economic Relief" bill. California Medical Association protected Proposition 56 funding (tobacco tax revenues) in the state budget, including $57 million for physician loan repayment and $38 million for graduate medical education programs. Additionally, CMA sponsored a new ban on flavored tobacco products that will save lives, as well as limit Big Tobacco's ability to target children and communities of color. 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 74 0 1 105 1 1 1 0 0 0 1 1 0 0 0 X 43 35 1 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 CA X Stephanie Valencia 9164445532 1201 K Street Suite 800 Sacramento CA 95814 Dustin E Corcoran Chief Executive Officer 35 2 X 931194 0 76669 Lance R Lewis Chief Operating Officer 35 2 X 397556 0 76669 Francisco J Silva General Counsel and Senior Vice President 35 1 X 367223 0 52650 Sierra Alecia Sanchez Chief Strategy Officer 30 5 X 240474 0 48204 David T Ford Vice President of Health Information Technology 35 0 X 246342 0 36000 Janus Norman Senior Vice President Centers for Government Relations and Political Operations 35 0 X 245540 0 34051 Michael Steenburgh Vice President Centers for Membership Marketing and Component Relations 35 0 X 226657 0 45064 Anthony York Vice President of Strategic Communications 35 0 X 205495 0 44843 Elizabeth McNeil Vice President Center for Federal Government Relations 35 0 X 180474 0 45481 Peter N Bretan MD President 1 1 X X 114400 0 0 David Aizuss MD Immediate Past President 1 1 X X 66800 0 0 Lee T Snook MD President-Elect 1 1 X X 57589 0 0 Robert E Wailes MD President-Elect 1 1 X X 47824 0 0 Shannon Udovic-Constant MD Chair, Board of Trustees 1 1 X X 46656 0 0 Tanya W Spirtos MD Speaker, House of Delegates 1 1 X X 40400 0 0 Jack Chou MD Vice Speaker, House of Delegates 1 1 X X 0 0 0 Sergio R Flores MD Vice-Chair, Board of Trustees 1 1 X X 0 0 0 Adam Dougherty 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 Trustee 1 1 X 0 0 0 Diana R Shiba MD Trustee 1 1 X 0 0 0 Donaldo Hernandez MD Trustee 1 1 X 0 0 0 Douglas P Brosnan 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 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 Kenneth Blumenfeld 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 Robert Oldham MD Trustee 1 1 X 0 0 0 Ronald Wyatt MD Trustee 1 1 X 0 0 0 Sion Roy MD Trustee 1 1 X 0 0 0 Thomas M Dailey MD Trustee 1 1 X 0 0 0 William Tseng MD Trustee 1 1 X 0 0 0 Zarah Iqbal MD Trustee 1 1 X 0 0 0 3414624 0 459631 10 0 1 0 California Majority Group 1201 K Stret Suite 920 Sacramento CA 95814 Consulting Services 227500 Ashleigh Rodriguez 6420 East Oakview Lane Anaheim Lanes CA 92807 Consulting Services 138600 Dexpro Dynamics 190 South Lasalle Street Suite 2100 Chicago IL 60603 Consulting Services 128227 Athene Law LLP 5432 Geary Boulevard Suite 200 San Francisco CA 94121 Legal Services 109426 5 0 0 0 6656621 0 1998173 0 8654794 Membership Dues 900099 15310278 15310278 0 0 Insurance and Other Membership Programs 900099 114973 114973 0 0 Conference, Seminars, Workshops 900099 196866 196866 0 0 Continuing Medical Education Accreditation 900099 535925 535925 0 0 0 0 0 0 16158042 5947 0 0 5947 0 0 0 0 65180 0 0 65180 203379 0 0 0 203379 0 203379 0 0 203379 -1836 0 0 0 -1836 0 -1836 0 0 -1836 0 1107982 28694 1079288 1079288 0 0 Advertising Revenue 541800 11694 0 11694 0 Administrative Fees Revenue 900099 162790 0 162790 0 -2534 -2534 0 0 171950 26336744 17234796 174484 272670 0 0 0 0 2528308 0 10426052 498621 2133510 1073793 0 300943 87761 626374 0 0 812107 161099 194659 147280 0 1113074 334039 0 374305 0 113608 428789 122053 Collection Fee 584409 Political Education Fund 120000 PPE Distribution 796427 770777 23747988 0 0 0 1265869 6976732 673 839 0 0 927115 740854 0 0 0 0 1300000 43154 36235 356492 280343 6034699 3443280 2533654 2591419 1064010 51397 2728229 2483000 0 22517693 20739193 31436889 35200012 2843644 3397350 0 0 9718701 9853275 0 0 0 0 0 0 0 0 2294200 5209730 4073727 17772075 19618552 X 13570099 15233741 94715 347719 13664814 15581460 31436889 35200012 2588756 -672110 0 0 0 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 15310278 1894633 0 1894633 5205495 0 -3310862 0 0 0 0 0 0 0 0 403223 47732 355491 0 1241868 573966 667902 0 4389608 2821582 1568026 2591419 0 2483000 F 2483000 Affiliate Receivable 18857317 Deferred Compensation Plan Asset 1881876 20739193 0 Affiliate Payable 2043984 Deferred Compensation Plan Liabilities 2029743 4073727 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. With some exceptions, the Association is no longer subject to US federal and state income tax examinations by tax authorities for years prior to 2016. X X X 1 1 X X X X 0 1 0 Dustin E Corcoran Chief Executive Officer 551250 0 350000 0 29944 0 25650 0 51019 0 1007863 0 0 0 Lance R Lewis Chief Operating Officer 301000 0 80000 0 16556 0 25650 0 51019 0 474225 0 0 0 Francisco J Silva General Counsel and Senior Vice President 297900 0 65000 0 4323 0 25650 0 27000 0 419873 0 0 0 Sierra Alecia Sanchez Chief Strategy Officer 215000 0 25000 0 474 0 21600 0 26604 0 288678 0 0 0 Janus Norman Senior Vice President Centers for Government Relations and Political Operations 230000 0 15000 0 540 0 7350 0 26701 0 279591 0 0 0 Michael Steenburgh Vice President Centers for Membership Marketing and Component Relations 189800 0 35000 0 1857 0 20232 0 24832 0 271721 0 0 0 Anthony York Vice President of Strategic Communications 190000 0 15000 0 495 0 18450 0 26393 0 250338 0 0 0 David T Ford Vice President of Health Information Technology 205000 0 41000 0 342 0 16035 0 19965 0 282342 0 0 0 Elizabeth McNeil Vice President Center for Federal Government Relations 173053 0 5000 0 2421 0 16025 0 29456 0 225955 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 California Medical Association offers a 457B plan that Executive Officers are eligible to participate in. Dustin E Corcoran $19,500 - Lance R Lewis $19,500 - Francisco J Silva $8,900 - Janus Norman $1,000. 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 2020 in this PEO agreement. Form 990, Part VI, Section A, Line 2 Dustin E Corcoran, Chief Executive Officer, and Lance R Lewis, Chief Operating Officer, have a family relationship. 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 B, Line 11b The IRS Form 990 and required schedules are prepared from the audited financial statements and were reviewed by management before being electronically transmitted to the Board of Trustees prior to filing with the IRS. 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. 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 -1239265 2483000 CMA Medical Society Services LLC 1201 K Street Suite 800 Sacramento CA 95814 422262312 Consulting Services CA -9408 1083 CMA CMA Wellness LLC 1201 K Street 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 Ste 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 -7496 10900 0 1 0.33 California Medical Association Ventures Inc 1201 K Street Suite 800 Sacramento CA 95814 843971099 Holding company DE CMA C -2164290 1657608 1 1 CMA Physician Services Inc 1201 K Street Suite 800 Sacramento CA 95814 843948595 Physician Practice Improvement Services DE N/A C -7496 10900 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 CALPAC - California Medical Association IEC r 195159 Actual amount of contribution transferred to related organization. CALPAC - California Medical Association PAC r 696050 Actual amount of contribution transferred to related organization. California Medical Association Properties s 2089168 Other amount of cash transferred from related organization. Physicians for a Healthy California q 268167 Reimbursement paid by California Medical Association for salary expense. Physicians for a Healthy California o 703612 Actual amount of CMA staff-time allocated to related organization. Institute for Medical Quality o 255192 Actual amount of CMA staff-time allocated to related organization. Institute for Medical Quality q 87072 Reimbursement paid by California Medical Association for expenses. CMA Wellness Services Inc b 400000 The actual amount of capital contribution designated by the Executive Committee. CMA Wellness Services Inc q 1079022 Actual amount of salary expense paid by California Medical Association. CMA Wellness Services Inc q 1474745 Actual amount of miscellaneous expenses paid by California Medical Association. CMA Wellness Services Inc r 154508 Actual amount of cash transferred to CMA Wellness Services, Inc. CMA Physician Services Inc o 176000 Share of CMA staff-time allocated to related organization. CMA Physician Services Inc q 729911 Actual amount of salary expenses paid by California Medical Association. CMA Physician Services Inc q 206197 Actual amount of miscellaneous expenses paid by California Medical Association. Additional time was necessary to complete an accurate filing.