2020-11-10T15:34:14-07:00 2019-12-31 990 2019-01-01 940359340 California Medical Association CALI 9164445532 1201 K Street Suite 800 Sacramento CA 95814 Lance R Lewis Chief Operating Officer 9164445532 2020-10-30 65.78.161.54 2019 2021-04-22 16:20:28Z Lance R Lewis 1201 K Street Suite 800 Sacramento CA 95814 24900091 0 X www.cmadocs.org X 1856 CA 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. 42 37 92 1600 202907 0 3979535 8407474 13629316 15287311 -8741 8903 754610 1159588 18354720 24863276 0 0 0 0 11155662 13264799 0 0 0 6306222 8954642 17461884 22219441 892836 2643835 29511241 31436889 17037498 17772075 12473743 13664814 X 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. 1 0 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. 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. 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. 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 56 0 1 92 1 1 1 0 0 0 1 1 0 0 0 X 42 37 1 0 0 0 1 1 0 1 1 0 1 1 1 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 950248 0 73762 Lance R Lewis Chief Operating Officer 35 2 X 414596 0 60539 Francisco J Silva General Counsel and Senior Vice President 35 0 X 372055 0 46079 Janus Norman Senior Vice President Centers for Government Relations and Political Operations 35 0 X 269470 0 33599 Sierra Alecia Sanchez Chief Strategy Officer of CMA, Interim CEO of IMQ 12.25 22.75 X 230406 0 45741 Mike Steenburgh Vice President Centers for Membership Marketing and Component Relations 35 0 X 206737 0 42410 Elizabeth McNeil Vice President Center for Federal Government Relations 35 0 X 181561 0 46451 Alicia F Wagnon Deputy General Counsel & Director of Corporate Affairs 35 0 X 179770 0 36781 Anthony York Vice President of Strategic Communications 35 0 X 172117 0 41206 David Aizuss MD Immediate Past President through Oct 2019 1 1 X X 126767 0 0 Peter N Bretan MD President beginning Oct 2019 1 1 X X 96814 0 0 Theodore M Mazer MD Immediate Past President as of Oct 2018 1 1 X X 68966 0 0 Lee T Snook MD President-Elect Speaker 1 1 X X 62322 0 0 Tanya W Spirtos MD Speaker of House of Delegates 1 1 X X 45546 0 0 Robert E Wailes MD Chair of Board of Trustees 1 1 X X 45499 0 0 Shannon Udovic-Constant MD Vice-Chair of Board of Trustees 1 1 X X 26800 0 0 Jack Chou MD Vice Speaker of House of Delegates 1 1 X 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 A Gutfreund MD Trustee 1 1 X 0 0 0 Charles Clary MD Trustee 1 1 X 0 0 0 Christina Wang MD 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 MD Trustee 1 1 X 0 0 0 James Cotter 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 MD Trustee 1 1 X 0 0 0 Peter S Richman MD Trustee 1 1 X 0 0 0 Rachel Ekaireb MD 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 Bitonte MD Trustee 1 1 X 0 0 0 Ronald Wyatt MD Trustee 1 1 X 0 0 0 Sergio R Flores 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 Barbara Weissman MD Trustee 1 1 X 0 0 0 3449674 0 426568 21 0 1 0 California Majority Group 1201 K Stret Suite 920 Sacramento CA 95814 Consulting Services 150000 1810 Gallery 215 14th Street Sacramento CA 95814 Artwork services 147397 Athene Law LLP 5432 Geary Blvd San Francisco CA 94121 Attorney fees 143409 CDA Rotunda Partners LLC 1201 K Street Mall 14th Floor Sacramento CA 95814 monthly lease payment 640746 CultureSync 11845 W Olympic Blvd Suite 1100W Los Angeles CA 90064 Consulting services 288377 7 0 0 0 7033452 0 1374022 0 8407474 Membership Dues 900099 14600007 14600007 0 0 Insurance & Other Member Programs 900099 132218 132218 0 0 Conference, Seminars, Workshops 900099 135761 135761 0 0 CME Accreditation 900099 419325 419325 0 0 0 0 0 0 15287311 8714 0 0 8714 0 0 0 0 71539 0 0 71539 0 0 189 0 0 0 189 0 189 0 0 189 0 547218 36815 510403 510403 0 0 Advertising income 541800 75513 0 75513 0 Administration fees income 900099 127394 0 127394 0 Settlement Contribution 900099 300000 0 0 300000 74739 74739 0 0 577646 24863276 15872453 202907 380442 0 0 0 0 2666141 0 7587160 515147 1652632 843719 307769 580825 60263 762781 0 13221 834352 186044 395596 160690 0 1006876 518376 0 2229247 157462 0 512979 112563 Collection fee 605824 Political Education Fund 83373 426401 22219441 0 0 0 998199 1265869 659 673 0 0 421818 927115 0 0 19937 43154 253370 356492 5737501 3203847 7927007 2533654 1004029 1064010 140845 2728229 0 312969 0 18432408 22517693 29511241 31436889 1701838 2843644 0 0 10296666 9718701 0 0 0 0 0 0 3749634 0 0 1289360 5209730 17037498 17772075 X 12473743 13570099 0 94715 12473743 13664814 29511241 31436889 2643835 -1452764 0 0 0 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 14600007 2155129 0 2155129 4764953 0 -2609824 0 0 0 0 0 0 0 0 356168 21547 334621 0 1047153 590108 457045 0 4334180 2592192 1741988 2533654 0 2728229 F 2728229 Deferred Compensation Plan Asset 1725342 Affiliate Receivable 20792351 22517693 0 Affiliate Payable 3266183 Deferred Compensation Plan 1943547 5209730 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 2015. X X X 1 1 X X X X 0 1 0 Dustin E Corcoran Chief Executive Officer 525000 0 400000 0 25248 0 25200 0 48562 0 1024010 0 0 0 Lance R Lewis Chief Operating Officer 301000 0 82000 0 31596 0 25200 0 35339 0 475135 0 0 0 Francisco J Silva General Counsel and Senior Vice President 287900 0 80000 0 4155 0 25200 0 20879 0 418134 0 0 0 Janus Norman Senior Vice President Centers for Government Relations and Political Operations 230000 0 20000 0 19470 0 7500 0 26099 0 303069 0 0 0 Sierra Alecia Sanchez Chief Strategy Officer of CMA, Interim CEO of IMQ 200000 0 30000 0 406 0 19823 0 25918 0 276147 0 0 0 Mike Steenburgh Vice President Centers for Membership Marketing and Component Relations 180000 0 25000 0 1736 0 18900 0 23510 0 249146 0 0 0 Alicia F Wagnon Deputy General Counsel & Director of Corporate Affairs 175000 0 4000 0 770 0 15510 0 21271 0 216551 0 0 0 Elizabeth McNeil Vice President Center for Federal Government Relations 173053 0 7000 0 1508 0 16205 0 30247 0 228013 0 0 0 David Aizuss MD Immediate Past President through Oct 2019 91667 0 0 0 35100 0 0 0 0 0 126767 0 0 0 Anthony York Vice President of Strategic Communications 161667 0 10000 0 450 0 15450 0 25756 0 213323 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. 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. CMA Holdings LLC 1201 K Street Suite 800 Sacramento CA 95814 384002579 Holding Company CA -1418579 2722265 CMA Medical Society Services LLC 1201 K Street Suite 800 Sacramento CA 95814 422262312 Consulting Services CA -77653 46539 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 0 1 0.33 California Medical Association Ventures Inc 1201 K Street Suite 800 Sacramento CA 95814 843971099 Holding company DE CMA C -716046 3087403 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 0 0 CMA Wellness Services Inc 1201 K Street Suite 800 Sacramento CA 95814 943970931 Physician Wellness DE N/A C 0 0 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 957862 The actual amount of capital contribution from ADF Endowment Fund designated by the Board. California Medical Association Properties s 4317432 Actual amount of other cash transferred from CMA Properties to California Medical Association. California Medical Association Properties p 227300 Actual amount of reimbursement paid to California Medical Association. Physicians for a Healthy California q 1066440 The actual amount of reimbursement paid by California Medical Association for salary expenses. Physicians for a Healthy California q 242018 Actual amount of reimbursement paid by California Medical Association for other expenses. Physicians for a Healthy California p 55550 Actual amount of reimbursement paid to related organization. Physicians for a Healthy California n 122182 Actual amount of shared expenses with related organization. Physicians for a Healthy California o 622155 Actual amount of CMA staff time allocated to related organization. Institute for Medical Quality q 1117223 Actual amount of reimbursement paid by California Medical Association for expenses. Institute for Medical Quality p 303329 Actual amount of reimbursement paid to related organization. CALPAC - California Medical Association IEC o 194920 Sharing of legal and lobbyist salary expense for time spent working on activities relating to the IEC Committee. CALPAC - California Medical Association IEC r 131687 Actual amount of contribution transferred to related organization. CALPAC - California Medical Association PAC r 644349 Actual amount of contribution transferred to related organization.