CALIFORNIA MEDICAL ASSOCIATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA MEDICAL ASSOCIATION (EIN 94-0359340)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202033189349310608
- Schema version
- 2019v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T15:34:14-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 940359340 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | California Medical Association | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 9164445532 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 K Street Suite 800 | AddressLine1Txt |
| City | Sacramento | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lance R Lewis | PersonNm |
| Person Title | Chief Operating Officer | PersonTitleTxt |
| Phone | 9164445532 | PhoneNum |
| Signature | 2020-10-30 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.78.161.54 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Lance R Lewis | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 K Street | AddressLine1Txt |
| Address Line2 | Suite 800 | AddressLine2Txt |
| City | Sacramento | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,900,091 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.cmadocs.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1856 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 42 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 37 | VotingMembersIndependentCnt |
| Total Employee | 92 | TotalEmployeeCnt |
| Total Volunteers | 1600 | TotalVolunteersCnt |
| Total Gross UBI | $202,907 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,979,535 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,407,474 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,629,316 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,287,311 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$8,741 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,903 | CYInvestmentIncomeAmt |
| PY Other Revenue | $754,610 | PYOtherRevenueAmt |
| CY Other Revenue | $1,159,588 | CYOtherRevenueAmt |
| PY Total Revenue | $18,354,720 | PYTotalRevenueAmt |
| CY Total Revenue | $24,863,276 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,155,662 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,264,799 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,306,222 | PYOtherExpensesAmt |
| CY Other Expenses | $8,954,642 | CYOtherExpensesAmt |
| PY Total Expenses | $17,461,884 | PYTotalExpensesAmt |
| CY Total Expenses | $22,219,441 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $892,836 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,643,835 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $29,511,241 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,436,889 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,037,498 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,772,075 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,473,743 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,664,814 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | California Medical Association saw record attendance (more than 600 physicians, residents and medical students) at its annual Legislative Advocacy Day in April, where they learned about the legislative process and educated legislators about important public health issues. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Physician Advocacy: Sponsored AB 744, which revamps the rules regarding telehealth services to increase access to care and ensure physicians are fairly compensated for telehealth services. CMA also recouped more than $1.3 million from payors on behalf of CMA's physician members. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Community Health: Led the fight to pass SB 276, which cracks down on fraudulent medical exemptions for childhood vaccinations and fought legal battles to ensure access to women's health care and for care for immigrants and transgender patients. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 56 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 92 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 42 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 37 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stephanie Valencia | PersonNm |
| Phone | 9164445532 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 K Street | AddressLine1Txt |
| Address Line2 | Suite 800 | AddressLine2Txt |
| City | Sacramento | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (53 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| Dustin E Corcoran | |||||||||
| Chief Executive Officer | 35 | 2 | Yes (X) | $950,248 | $0 | $73,762 | |||
| Lance R Lewis | |||||||||
| Chief Operating Officer | 35 | 2 | Yes (X) | $414,596 | $0 | $60,539 | |||
| Francisco J Silva | |||||||||
| General Counsel and Senior Vice President | 35 | 0 | $372,055 | $0 | $46,079 | Yes (X) | |||
| Janus Norman | |||||||||
| Senior Vice President Centers for Government Relations and Political Operations | 35 | 0 | $269,470 | $0 | $33,599 | Yes (X) | |||
| Sierra Alecia Sanchez | |||||||||
| Chief Strategy Officer of CMA, Interim CEO of IMQ | 12.25 | 22.75 | $230,406 | $0 | $45,741 | Yes (X) | |||
| Mike Steenburgh | |||||||||
| Vice President Centers for Membership Marketing and Component Relations | 35 | 0 | $206,737 | $0 | $42,410 | Yes (X) | |||
| Elizabeth McNeil | |||||||||
| Vice President Center for Federal Government Relations | 35 | 0 | $181,561 | $0 | $46,451 | Yes (X) | |||
| Alicia F Wagnon | |||||||||
| Deputy General Counsel & Director of Corporate Affairs | 35 | 0 | $179,770 | $0 | $36,781 | Yes (X) | |||
| Anthony York | |||||||||
| Vice President of Strategic Communications | 35 | 0 | $172,117 | $0 | $41,206 | Yes (X) | |||
| David Aizuss MD | |||||||||
| Immediate Past President through Oct 2019 | 1 | 1 | Yes (X) | $126,767 | $0 | $0 | Yes (X) | ||
| Peter N Bretan MD | |||||||||
| President beginning Oct 2019 | 1 | 1 | Yes (X) | $96,814 | $0 | $0 | Yes (X) | ||
| Theodore M Mazer MD | |||||||||
| Immediate Past President as of Oct 2018 | 1 | 1 | Yes (X) | $68,966 | $0 | $0 | Yes (X) | ||
| Lee T Snook MD | |||||||||
| President-Elect Speaker | 1 | 1 | Yes (X) | $62,322 | $0 | $0 | Yes (X) | ||
| Tanya W Spirtos MD | |||||||||
| Speaker of House of Delegates | 1 | 1 | Yes (X) | $45,546 | $0 | $0 | Yes (X) | ||
| Robert E Wailes MD | |||||||||
| Chair of Board of Trustees | 1 | 1 | Yes (X) | $45,499 | $0 | $0 | Yes (X) | ||
| Shannon Udovic-Constant MD | |||||||||
| Vice-Chair of Board of Trustees | 1 | 1 | Yes (X) | $26,800 | $0 | $0 | Yes (X) | ||
| Jack Chou MD | |||||||||
| Vice Speaker of House of Delegates | 1 | 1 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Beth Griffiths MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| C Freeman MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| Catherine A Gutfreund MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| Charles Clary MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| Christina Wang MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| Damodara Rajasekhar MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| David Friscia MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| David Lubarsky MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| Diana R Shiba MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| Donaldo Hernandez MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| Douglas P Brosnan MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| Eric Hansen MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| James Cotter MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| Jeffrey Klingman MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| Jerry Abraham MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| Joanna Tan MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| K Michael Conroy MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| Kenneth Blumenfeld MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| Margaret Parsons MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| Mark H Kogan MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| Marti F Baum MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| Michael Luszczak MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| Nikan H Khatibi MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| Peter S Richman MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| Rachel Ekaireb MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| Ralph Kingsford MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| Ranjit S Rajpal MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| Rene H Bravo MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| Robert Bitonte MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| Ronald Wyatt MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| Sergio R Flores MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| Sion Roy MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| Thomas M Dailey MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| William Tseng MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| Zarah Iqbal MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| Barbara Weissman MD | |||||||||
| Trustee | 1 | 1 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,449,674 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $426,568 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 21 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| California Majority Group | ||||||
| 1201 K Stret | Suite 920 | Sacramento | CA | 95814 | Consulting Services | $150,000 |
| 1810 Gallery | ||||||
| 215 14th Street | Sacramento | CA | 95814 | Artwork services | $147,397 | |
| Athene Law LLP | ||||||
| 5432 Geary Blvd | San Francisco | CA | 94121 | Attorney fees | $143,409 | |
| CDA Rotunda Partners LLC | ||||||
| 1201 K Street Mall | 14th Floor | Sacramento | CA | 95814 | monthly lease payment | $640,746 |
| CultureSync | ||||||
| 11845 W Olympic Blvd | Suite 1100W | Los Angeles | CA | 90064 | Consulting services | $288,377 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $7,033,452 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $1,374,022 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $8,407,474 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Membership Dues | 900099 | $14,600,007 | $14,600,007 | $0 | $0 |
| Insurance & Other Member Programs | 900099 | $132,218 | $132,218 | $0 | $0 |
| Conference, Seminars, Workshops | 900099 | $135,761 | $135,761 | $0 | $0 |
| CME Accreditation | 900099 | $419,325 | $419,325 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,287,311 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,714 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,714 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,539 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $71,539 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $189 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $189 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $189 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $189 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Gross Sales Of Inventory | $547,218 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $36,815 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $510,403 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $510,403 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Advertising income | 541800 | $75,513 | $0 | $75,513 | $0 |
| Administration fees income | 900099 | $127,394 | $0 | $127,394 | $0 |
| Settlement Contribution | 900099 | $300,000 | $0 | $0 | $300,000 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,739 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $74,739 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $577,646 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,863,276 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,872,453 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $202,907 | UnrelatedBusinessRevenueAmt |
| Exclusion | $380,442 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,666,141 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,587,160 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $515,147 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,652,632 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $843,719 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,769 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $580,825 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,263 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $762,781 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,221 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $834,352 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,044 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,596 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,690 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,006,876 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $518,376 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,229,247 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,462 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $512,979 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,563 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| Collection fee | $605,824 |
| Political Education Fund | $83,373 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $426,401 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,219,441 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $998,199 | BOYAmt |
| EOY | $1,265,869 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $659 | BOYAmt |
| EOY | $673 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $421,818 | BOYAmt |
| EOY | $927,115 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,937 | BOYAmt |
| EOY | $43,154 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $253,370 | BOYAmt |
| EOY | $356,492 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,737,501 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,203,847 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,927,007 | BOYAmt |
| EOY | $2,533,654 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,004,029 | BOYAmt |
| EOY | $1,064,010 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,845 | BOYAmt |
| EOY | $2,728,229 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,969 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,432,408 | BOYAmt |
| EOY | $22,517,693 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,511,241 | BOYAmt |
| EOY | $31,436,889 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,701,838 | BOYAmt |
| EOY | $2,843,644 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,296,666 | BOYAmt |
| EOY | $9,718,701 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,749,634 | BOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,289,360 | BOYAmt |
| EOY | $5,209,730 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,037,498 | BOYAmt |
| EOY | $17,772,075 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,473,743 | BOYAmt |
| EOY | $13,570,099 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $94,715 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,473,743 | BOYAmt |
| EOY | $13,664,814 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,511,241 | BOYAmt |
| EOY | $31,436,889 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,643,835 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,452,764 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $14,600,007 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $2,155,129 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | $0 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $2,155,129 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $4,764,953 | AggregateReportedDuesNtcAmt |
| Carried Over | $0 | CarriedOverAmt |
| Taxable | -$2,609,824 | TaxableAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $356,168 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,547 | DepreciationAmt |
| Book Value | $334,621 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,047,153 | OtherCostOrOtherBasisAmt |
| Depreciation | $590,108 | DepreciationAmt |
| Book Value | $457,045 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $4,334,180 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,592,192 | DepreciationAmt |
| Book Value | $1,741,988 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,533,654 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $2,728,229 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,728,229 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Deferred Compensation Plan Asset | $1,725,342 |
| Affiliate Receivable | $20,792,351 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $22,517,693 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Affiliate Payable | $3,266,183 |
| Deferred Compensation Plan | $1,943,547 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,209,730 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 | FormAndLineReferenceDesc |
| Explanation | 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 2015. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dustin E Corcoran | ||||||||||||||
| Chief Executive Officer | $525,000 | $0 | $400,000 | $0 | $25,248 | $0 | $25,200 | $0 | $48,562 | $0 | $1,024,010 | $0 | $0 | $0 |
| Lance R Lewis | ||||||||||||||
| Chief Operating Officer | $301,000 | $0 | $82,000 | $0 | $31,596 | $0 | $25,200 | $0 | $35,339 | $0 | $475,135 | $0 | $0 | $0 |
| Francisco J Silva | ||||||||||||||
| General Counsel and Senior Vice President | $287,900 | $0 | $80,000 | $0 | $4,155 | $0 | $25,200 | $0 | $20,879 | $0 | $418,134 | $0 | $0 | $0 |
| Janus Norman | ||||||||||||||
| Senior Vice President Centers for Government Relations and Political Operations | $230,000 | $0 | $20,000 | $0 | $19,470 | $0 | $7,500 | $0 | $26,099 | $0 | $303,069 | $0 | $0 | $0 |
| Sierra Alecia Sanchez | ||||||||||||||
| Chief Strategy Officer of CMA, Interim CEO of IMQ | $200,000 | $0 | $30,000 | $0 | $406 | $0 | $19,823 | $0 | $25,918 | $0 | $276,147 | $0 | $0 | $0 |
| Mike Steenburgh | ||||||||||||||
| Vice President Centers for Membership Marketing and Component Relations | $180,000 | $0 | $25,000 | $0 | $1,736 | $0 | $18,900 | $0 | $23,510 | $0 | $249,146 | $0 | $0 | $0 |
| Alicia F Wagnon | ||||||||||||||
| Deputy General Counsel & Director of Corporate Affairs | $175,000 | $0 | $4,000 | $0 | $770 | $0 | $15,510 | $0 | $21,271 | $0 | $216,551 | $0 | $0 | $0 |
| Elizabeth McNeil | ||||||||||||||
| Vice President Center for Federal Government Relations | $173,053 | $0 | $7,000 | $0 | $1,508 | $0 | $16,205 | $0 | $30,247 | $0 | $228,013 | $0 | $0 | $0 |
| David Aizuss MD | ||||||||||||||
| Immediate Past President through Oct 2019 | $91,667 | $0 | $0 | $0 | $35,100 | $0 | $0 | $0 | $0 | $0 | $126,767 | $0 | $0 | $0 |
| Anthony York | ||||||||||||||
| Vice President of Strategic Communications | $161,667 | $0 | $10,000 | $0 | $450 | $0 | $15,450 | $0 | $25,756 | $0 | $213,323 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 2 | California Medical Association is the recognized accreditor for Continuing Medical Education (CME) Providers in California. Organizations accredited for CME are widely recognized by physicians and other health care professionals as offering quality continuing medical education. By providing activities that meet the AMA PRA Category 1 CreditTM, these organizations help physicians earn the credits needed to meet requirements for maintenance of licensure, maintenance of certification, credentialing, membership in professional societies, and other professional privileges. |
| 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 2019 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. 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. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| CMA Holdings LLC | ||||||||||
| 1201 K Street | Suite 800 | Sacramento | CA | 95814 | 384002579 | Holding Company | CA | -$1,418,579 | $2,722,265 | CMA |
| Medical Society Services LLC | ||||||||||
| 1201 K Street | Suite 800 | Sacramento | CA | 95814 | 422262312 | Consulting Services | CA | -$77,653 | $46,539 | 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 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| California Medical Association Properties | |||||||||||
| 1201 K Street | Ste 800 | Sacramento | CA | 95814 | 946062821 | Title Holding Company | CA | 501(c) 2 | CMA | Yes (1) | |
| Physicians for a Healthy California | |||||||||||
| 1201 K Street | Suite 800 | Sacramento | CA | 95814 | 946062822 | Charitable Foundation | CA | 501(c)3 | CMA | Yes (1) | Line 10 |
| Institute for Medical Quality | |||||||||||
| 1201 K Street | Suite 800 | Sacramento | CA | 95814 | 943240330 | Improving Medical Quality | CA | 501(c)3 | CMA | Yes (1) | Line 10 |
| CALPAC - California Medical Association PAC | |||||||||||
| 1201 K Street | Suite 800 | Sacramento | CA | 95814 | 946353926 | Political Activities | CA | 527 | CMA | Yes (1) | |
| CALPAC - California Medical Association IEC | |||||||||||
| 1201 K Street | Suite 800 | Sacramento | CA | 95814 | 680464807 | Political Activities | CA | 527 | CMA | Yes (1) | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PSO Services LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 K Street | AddressLine1Txt |
| Address Line2 | Suite 800 | AddressLine2Txt |
| City | Sacramento | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 812437069 | EIN |
| Primary Activities | Practice Management and Consulting Services | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Predominant Income Type | Related | PredominantIncomeTypeTxt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.33 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| California Medical Association Ventures Inc | ||||||||||||||
| 1201 K Street | Suite 800 | Sacramento | CA | 95814 | 843971099 | Holding company | DE | CMA | C | -$716,046 | $3,087,403 | 1 | Yes (1) | |
| CMA Physician Services Inc | ||||||||||||||
| 1201 K Street | Suite 800 | Sacramento | CA | 95814 | 843948595 | Physician Practice Improvement Services | DE | C | $0 | $0 | 0 | 0 | N/A | |
| CMA Wellness Services Inc | ||||||||||||||
| 1201 K Street | Suite 800 | Sacramento | CA | 95814 | 943970931 | Physician Wellness | DE | C | $0 | $0 | 0 | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (13 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| California Medical Association Properties | ||
| c | $957,862 | The actual amount of capital contribution from ADF Endowment Fund designated by the Board. |
| California Medical Association Properties | ||
| s | $4,317,432 | Actual amount of other cash transferred from CMA Properties to California Medical Association. |
| California Medical Association Properties | ||
| p | $227,300 | Actual amount of reimbursement paid to California Medical Association. |
| Physicians for a Healthy California | ||
| q | $1,066,440 | The actual amount of reimbursement paid by California Medical Association for salary expenses. |
| Physicians for a Healthy California | ||
| q | $242,018 | Actual amount of reimbursement paid by California Medical Association for other expenses. |
| Physicians for a Healthy California | ||
| p | $55,550 | Actual amount of reimbursement paid to related organization. |
| Physicians for a Healthy California | ||
| n | $122,182 | Actual amount of shared expenses with related organization. |
| Physicians for a Healthy California | ||
| o | $622,155 | Actual amount of CMA staff time allocated to related organization. |
| Institute for Medical Quality | ||
| q | $1,117,223 | Actual amount of reimbursement paid by California Medical Association for expenses. |
| Institute for Medical Quality | ||
| p | $303,329 | Actual amount of reimbursement paid to related organization. |
| CALPAC - California Medical Association IEC | ||
| o | $194,920 | Sharing of legal and lobbyist salary expense for time spent working on activities relating to the IEC Committee. |
| CALPAC - California Medical Association IEC | ||
| r | $131,687 | Actual amount of contribution transferred to related organization. |
| CALPAC - California Medical Association PAC | ||
| r | $644,349 | Actual amount of contribution transferred to related organization. |
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