CALIFORNIA MEDICAL ASSOCIATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CALIFORNIA MEDICAL ASSOCIATION (EIN 94-0359340)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-06
IRS object ID
202503149349303915
Schema version
2024v5.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-06T12:33:31-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN940359340EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA MEDICAL ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCALIBusinessNameControlTxt
Phone9164445532PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLance R LewisPersonNm
Person TitleChief Operating OfficerPersonTitleTxt
Phone9164445532PhoneNum
Signature2025-11-06SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLance R LewisPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11201 K StreetAddressLine1Txt
Address Line2Suite 800AddressLine2Txt
CitySacramentoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$44,514,923GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website Addresswww.cmadocs.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1856FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionFor 169 years strong, the California Medical Association has pursued its mission to promote the science and art of medicine, the protection of public health, the betterment of the medical profession, and to achieve health equity and justice.ActivityOrMissionDesc
Voting Members Governing Body50VotingMembersGoverningBodyCnt
Voting Members Independent42VotingMembersIndependentCnt
Total Employee135TotalEmployeeCnt
Total Volunteers110TotalVolunteersCnt
Total Gross UBI$260,478TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,221,633PYContributionsGrantsAmt
CY Contributions Grants$17,259,662CYContributionsGrantsAmt
PY Program Service Revenue$18,351,514PYProgramServiceRevenueAmt
CY Program Service Revenue$18,433,347CYProgramServiceRevenueAmt
PY Investment Income$2,536PYInvestmentIncomeAmt
CY Investment Income$28,023CYInvestmentIncomeAmt
PY Other Revenue$9,590,585PYOtherRevenueAmt
CY Other Revenue$8,774,361CYOtherRevenueAmt
PY Total Revenue$32,166,268PYTotalRevenueAmt
CY Total Revenue$44,495,393CYTotalRevenueAmt
PY Grants And Similar Paid$250,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$10,826,311CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$20,862,876PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$22,365,762CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$10,785,582PYOtherExpensesAmt
CY Other Expenses$9,820,471CYOtherExpensesAmt
PY Total Expenses$31,898,458PYTotalExpensesAmt
CY Total Expenses$43,012,544CYTotalExpensesAmt
PY Revenues Less Expenses$267,810PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,482,849CYRevenuesLessExpensesAmt
Total Assets BOY$49,063,500TotalAssetsBOYAmt
Total Assets EOY$45,844,907TotalAssetsEOYAmt
Total Liabilities BOY$36,205,501TotalLiabilitiesBOYAmt
Total Liabilities EOY$39,510,880TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$12,857,999NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,334,027NetAssetsOrFundBalancesEOYAmt
MissionThe California Medical Association, Inc. (CMA) is a voluntary, not-for-profit mutual benefit corporation which promotes the science and art of medicine, the protection of public health, the betterment of the medical profession, and to achieve health equity and justice. CMA serves its members through a comprehensive program of legislative, legal, regulatory, economic and social advocacy and member benefit programs. The value proposition of the organization emphasizes empowering physicians to lead the transformation of the health care system.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescIn 2024, CMA won at the ballot box by securing passage of Proposition 35, a historic investment in Medi-Cal that provides the first across-the-board rate increase for physicians and dedicates funding to improve access to care for the millions of seniors, children, low-income families and people with disabilities in our state. Passage of Proposition 1 expanded funding for mental heath and addiction treatment, including investments in the health care workforce. In addition, many physicians were protected from huge tax and fee increases by defeating Measure C in Sacramento.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescIn 2024, CMA focused on codifying physician priorities with more than 115 supported bills signed into law. The organization also stopped 24 opposed bills and 23 problematic ones in the Legislature. Key victories included legislation to: ensure artificial intelligence does not take the place of physicians; provide new tools for health care workers assisting victims of domestic violence and human trafficking; reduce mental health stigma for physicians through changes to the medical board's licensure application; and create parity in penalties for violence against healthcare workers in emergency departments.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescCMA supported physician practices during a devasting cyberattack that resulted in nationwide outages that threatened the viability of physician practices. CMA successfully advocated for advance payments and interest-free financial resources to keep practice doors open. Additionally, CMA stepped in to stop a Blue Shield modifier 25 policy that would have significantly reduced reimbursement for Evaluation and Management services and created a disincentive for physicians to provide efficient care for unscheduled services. CMA filed a lawsuit against the Department of Managed Health Care for failing to enforce California's prompt payment regulations in implementing SB 510, which resulted in significant delays and reductions in reimbursements.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$0TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$0TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document111IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee135EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members50GoverningBodyVotingMembersCnt
Independent Voting Member42IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (1)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLance R LewisPersonNm
Phone9164445532PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (61 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Dustin E Corcoran
Chief Executive Officer, California Medical Assoc.352Yes (X)Yes (X)$1,484,137$0$105,566
Jamie Ostroff
Chief Legal Officer and General Counsel351$724,851$0$47,521Yes (X)
Lance R Lewis
Chief Operating Officer352Yes (X)$633,954$0$101,619
Stuart Thompson
Senior Vice President, Government Relations351$414,988$0$71,851Yes (X)
David T Ford
CEO, CMA Physician Services Inc135$422,457$0$49,238Yes (X)
Janice Rocco
Chief of Staff350$378,340$0$45,477Yes (X)
Jesse Martin
Chief Strategy Officer, CMA Physician Service Inc.035$359,331$0$49,277Yes (X)
Guadalupe M Diaz
CEO, Physicians of Healthy California135$347,835$0$54,381Yes (X)
Sierra Alecia Sanchez
Chief Strategy Officer350$307,749$0$46,919Yes (X)
Michael Steenburgh
VP of Mbrshp Marketing and Component Relations350$273,131$0$42,657Yes (X)
Michelle Chapanian
Vice President, Governance350$216,843$0$51,895Yes (X)
Elizabeth McNeil
Vice President, Federal Government Relations350$204,573$0$36,170Yes (X)
Tanya W Spirtos MD
Immediate Past President through Oct 202511Yes (X)Yes (X)$136,570$0$0
Shannon Udovic-Constant MD
President11Yes (X)Yes (X)$115,917$0$0
Donaldo Hernandez MD
Immediate Past President through Oct 202411Yes (X)Yes (X)$75,567$0$0
Sergio R Flores MD
Chair, Board of Trustees11Yes (X)Yes (X)$57,400$0$0
George Fouras MD
Vice-Speaker, House of Del of Delegates11Yes (X)Yes (X)$57,300$0$0
Eric Hansen DO
Vice-Chair, Board of Trustees11Yes (X)Yes (X)$41,700$0$0
Rene Bravo MD
President-Elect11Yes (X)Yes (X)$17,745$0$0
Jack Chou MD
Speaker, House of Delegates11Yes (X)Yes (X)$0$0$0
Adam Dougherty MD
Trustee11Yes (X)$0$0$0
Alex McDonald MD
Trustee11Yes (X)$0$0$0
Brad Drexler MD
Trustee11Yes (X)$0$0$0
Ciara Harraher MD
Trustee11Yes (X)$0$0$0
Damodara Rajasekhar MD
Trustee11Yes (X)$0$0$0
David Friscia MD
Trustee11Yes (X)$0$0$0
Deena Shin McRae MD
Trustee11Yes (X)$0$0$0
Diana R Shiba MD
Trustee11Yes (X)$0$0$0
Edmon Soliman MD
Trustee11Yes (X)$0$0$0
Gloria Wu MD
Trustee11Yes (X)$0$0$0
Holly Yang MD
Trustee11Yes (X)$0$0$0
James Washington III MD
Trustee11Yes (X)$0$0$0
Janet Jacobson MD
Trustee11Yes (X)$0$0$0
Jason Cord MD
Trustee11Yes (X)$0$0$0
Jeffrey Klingman MD
Trustee11Yes (X)$0$0$0
Jennifer Hone MD
Trustee11Yes (X)$0$0$0
Jerry Abraham MD
Trustee11Yes (X)$0$0$0
Justin Chang
Trustee11Yes (X)$0$0$0
K Michael Conroy MD
Trustee11Yes (X)$0$0$0
Katrina Peters MD
Trustee11Yes (X)$0$0$0
Katrina Saba MD
Trustee11Yes (X)$0$0$0
Kim Newell-Green MD
Trustee11Yes (X)$0$0$0
Maisha Draves MD
Trustee11Yes (X)$0$0$0
Man Kit Leung MD
Trustee11Yes (X)$0$0$0
Margaret Parsons MD
Trustee11Yes (X)$0$0$0
Marti F Baum MD
Trustee1.001Yes (X)$0$0$0
Michele Evans MD
Trustee11Yes (X)$0$0$0
Nidhi Reddy
Trustee11Yes (X)$0$0$0
Rachel Ekaireb MD
Trustee11Yes (X)$0$0$0
Ramin Manshadi MD
Trustee11Yes (X)$0$0$0
Randal Pham MD
Trustee11Yes (X)$0$0$0
Ranjit S Rajpal MD
Trustee11Yes (X)$0$0$0
Resa Caivano MD
Trustee11Yes (X)$0$0$0
Robert Oldham MD
Trustee11Yes (X)$0$0$0
Seema Sidhu MD
Trustee11Yes (X)$0$0$0
Suparna Dutta MD
Trustee11Yes (X)$0$0$0
Terence Lin MD
Trustee11Yes (X)$0$0$0
Timothy Murphy MD
Trustee11Yes (X)$0$0$0
Vanessa Walker DO
Trustee11Yes (X)$0$0$0
Vincent Mason MD
Trustee11Yes (X)$0$0$0
William Tseng MD
Trustee11Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$6,270,388TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$702,571TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K54IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtAddress Line2ContractorAddress/USAddress/AddressLine2TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Stephanie Roberson Strategies LLC
1121 L StreetSuite 602SacramentoCA95814Legislative Consulting Svcs$260,000
California Majority Group LLC
1201 K StreetSuite 920SacramentoCA95814Public Affairs Consulting$211,500
RGS Consulting and Advocacy LLC
1017 L StreetSuite 705SacramentoCA95822Legislative Consulting Svcs.$198,632
Athene Law LLP
5432 Geary BlvdSuite 200San FranciscoCA94121Legal Services$161,933
Euclid Technology LLC
540 Devall DriveSuite 301AuburnAL36832Assoc. Management Software$140,694
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K7CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$1,000,000RelatedOrganizationsAmt
Government Grants$0GovernmentGrantsAmt
All Other Contributions$16,259,662AllOtherContributionsAmt
Noncash Contributions$0NoncashContributionsAmt
Total Contributions$17,259,662TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Membership Dues900099$17,627,922$17,627,922$0$0
Conferences, Seminars, Workshops900099$128,670$128,670$0$0
CME Accreditation900099$502,471$502,471$0$0
Affiliate Administrative Fees Revenue900099$174,284$938$173,346$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$18,433,347TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$28,023TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$28,023ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,188,769TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,188,769ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$328,114RealAmt
Personal$0PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

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

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$328,114RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$328,114TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$328,114ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$0ContriRptFundraisingEventAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$94,926GrossSalesOfInventoryAmt
Cost Of Goods Sold$19,530CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$75,396TotalRevenueColumnAmt
Related Or Exempt Func Income$75,396RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Reimbursement of Related Entity Costs900099$6,849,677$6,849,677$0$0
Administrative Income900099$192,192$155,060$37,132$0
Advertising541810$50,000$0$50,000$0

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$90,213TotalRevenueColumnAmt
Related Or Exempt Func Income$90,213RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$7,182,082OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$44,495,393TotalRevenueColumnAmt
Related Or Exempt Func Income$25,430,347RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$260,478UnrelatedBusinessRevenueAmt
Exclusion$1,544,906ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$10,826,311TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,779,781TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$13,665,558TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$536,329TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,454,821TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$929,273TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$446,309TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$60,921TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$1,820,918TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$412,383TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$285,739TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$958,973TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$286,156TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,377,481TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,092,022TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,764,448TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$429,353TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$464,569TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$192,020TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescCollection FeesDesc
Total$93,459TotalAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$135,720TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$43,012,544TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,937,170BOYAmt
EOY$9,527,381EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

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

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

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

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$664,390BOYAmt
EOY$860,117EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$16,477BOYAmt
EOY$20,607EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$851,330BOYAmt
EOY$917,948EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$6,915,009LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,576,918LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,586,545BOYAmt
EOY$2,338,091EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$53,196BOYAmt
EOY$55,950EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$5,715,304BOYAmt
EOY$5,740,592EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$33,239,088BOYAmt
EOY$26,384,221EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$49,063,500BOYAmt
EOY$45,844,907EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,791,366BOYAmt
EOY$6,200,754EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$9,271,871BOYAmt
EOY$16,321,400EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$2,204,571BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$17,937,693BOYAmt
EOY$16,988,726EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$36,205,501BOYAmt
EOY$39,510,880EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$12,032,307BOYAmt
EOY$5,917,735EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$825,692BOYAmt
EOY$416,292EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,857,999BOYAmt
EOY$6,334,027EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$49,063,500BOYAmt
EOY$45,844,907EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,482,849ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$19NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets-$8,006,840OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior Year0AgreeCarryoverPriorYearInd
Dues Assessments$28,299,572DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$12,847,440NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov$0NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot$12,847,440NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$13,315,838AggregateReportedDuesNtcAmt
Carried Over$0CarriedOverAmt
Taxable-$468,398TaxableAmt

Schedule D IRS990ScheduleD

Land LandGrp

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

Buildings BuildingsGrp

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

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$541,391OtherCostOrOtherBasisAmt
Depreciation$168,304DepreciationAmt
Book Value$373,087BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$1,247,742OtherCostOrOtherBasisAmt
Depreciation$733,445DepreciationAmt
Book Value$514,297BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$5,125,876OtherCostOrOtherBasisAmt
Depreciation$3,675,169DepreciationAmt
Book Value$1,450,707BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,338,091TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value$0BookValueAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$5,740,592BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$5,740,592TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
Right-of-Use Lease Asset$13,547,145
Affiliate Receivable$10,498,997
Deferred Compensation Plan Asset$2,338,079
FieldValueIRS element (for citing)
Total Book Value Other Assets$26,384,221TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Right-of Use Lease Liability$14,615,522
Deferred Compensation Plan Liabilties$2,373,204
FieldValueIRS element (for citing)
Total Liability$16,988,726TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

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

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxtNon Cash AssistanceNonCashAssistanceAmt
Yes on Proposition 1 Committee
1201 K StreetSuite 800SacramentoCA95814934804823501(c)(4)$11,311CostAn approved contribution supports the Yes on Proposition 1 Committee in its opposition to Measure C.
Protect Our Healthcare
2350 Kerner BlvdSuite 250San RafaelCA94901921017935501(c)(4)$10,800,000CostAn approved contribution was made to Protect Our Healthcare to support its mission of improving access to affordable health care and ensuring the passage of Proposition 35.
Physicians for a Healthy California
1201 K StreetSuite 800SacramentoCA95814946062822501(c)(3)$15,000CostAn approved contribution to support the related organization's annual Health Equity and Leadership Summit.$0
FieldValueIRS element (for citing)
Total501c3 Org0Total501c3OrgCnt
Total Other Org3TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2FormAndLineReferenceDesc
ExplanationThe California Medical Association tracks all contribution-related activities within a dedicated cost center and provides periodic financial statements to management for oversight.ExplanationTxt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Dustin E Corcoran
Chief Executive Officer, California Medical Assoc.$897,159$0$558,800$0$28,178$0$43,700$0$61,866$0$1,589,703$0$0$0
Jamie Ostroff
Chief Legal Officer and General Counsel$629,949$0$90,000$0$4,902$0$20,700$0$26,821$0$772,372$0$0$0
Lance R Lewis
Chief Operating Officer$449,463$0$160,000$0$24,491$0$43,700$0$57,919$0$735,573$0$0$0
Stuart Thompson
Senior Vice President, Government Relations$359,250$0$55,000$0$738$0$43,700$0$28,151$0$486,839$0$0$0
David T Ford
CEO, CMA Physician Services Inc$351,091$0$70,000$0$1,366$0$20,700$0$28,538$0$471,695$0$0$0
Janice Rocco
Chief of Staff$261,126$0$109,500$0$7,714$0$43,700$0$1,777$0$423,817$0$0$0
Guadalupe M Diaz
CEO, Physicians of Healthy California$272,044$0$55,723$0$20,068$0$20,700$0$33,681$0$402,216$0$0$0
Jesse Martin
Chief Strategy Officer, CMA Physician Service Inc.$299,081$0$59,526$0$725$0$20,700$0$28,577$0$408,609$0$0$0
Sierra Alecia Sanchez
Chief Strategy Officer$246,745$0$60,000$0$1,004$0$18,556$0$28,363$0$354,668$0$0$0
Michael Steenburgh
VP of Mbrshp Marketing and Component Relations$214,514$0$55,000$0$3,617$0$16,342$0$26,315$0$315,788$0$0$0
Michelle Chapanian
Vice President, Governance$191,482$0$25,000$0$361$0$23,744$0$28,151$0$268,738$0$0$0
Elizabeth McNeil
Vice President, Federal Government Relations$194,273$0$7,000$0$3,300$0$12,400$0$23,770$0$240,743$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1aThe California Medical Association covers the cost of health club fees for a limited number of association executives. These expenses are included in the W-2 income for the Chief Executive Officer and other executives who receive this benefit. The CEO is reimbursed for first class airfare as part of his employment agreement that is approved by the Board. The corporation also pays for travel costs associated with the CEO's spouse and family to accompany the CEO to CMA-related meetings or events.
Schedule J, Part I, Line 4The California Medical Association offers a 457B plan that Executive Officers are eligible to participate in - Dustin E Corcoran $23,000, Lance R Lewis $23,000, Janice Rocco $23,000, Stuart Thompson $23,000, Michelle Chapanian $10,711.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part V, Line 2aCalifornia 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 2024 in this PEO arrangement.
Form 990, Part VI, Section A, Line 2Dustin Corcoran, Chief Executive Officer, and Lance R Lewis, Chief Operating Officer, have a family relationship.
Form 990, Part VI, Section A, Line 6The bylaws specify that the delegates comprising the House of Delegates shall act on behalf of the members of the corporation.
Form 990, Part VI, Section A, Line 7aTrustees comprise the members of the governing body known as the Board of Trustees and are elected by the House of Delegates pursuant to the procedures delineated in the bylaws of the corporation.
Form 990, Part VI, Section A, Line 7bApproval of the members is required to amend the Bylaws of the corporation. Removal of trustees of the governing body requires the approval of the subset of the members from whom the specific trustee was elected to represent.
Form 990, Part VI, Section B, Line 11bThe Form 990 and required schedules are prepared from the audited financial statements. A comprehensive review process includes independent tax professionals, followed by the organization's Chief Financial Officer. A final copy gets electronically distributed to the Board of Directors prior to filing with the IRS.
Form 990, Part VI, Section B, Line 12cThe members of the governing body and the Chief Executive Officer are required to file an annual conflict of interest disclosure statements with the corporation. Complete copies of the disclosure statements are provided to the Board of Trustees at each meeting as part of the agenda materials. All members are required to publicly disclose any potential conflict of interest during consideration of any item of business to come before the Board of Trustees. The organizational meeting of the Board newly elected trustees are provided additional instructions on conflict of interest at the new trustees orientation meeting held on an annual basis. Additionally employees are required to disclose potential conflicts of interest in accordance with the personnel policies as stated in the employee handbook.
Form 990, Part VI, Section B, Line 15The Chief Executive Officer's compensation was determined using a salary data for similarly qualified persons in functionally comparable positions at other non-profit associations. The compensation data was obtained from surveys conducted by independent third parties. The corporation has retained the services of an independent compensation consultant to assist the Executive Committee of the Board of Trustees in determining appropriate executive compensation levels. 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. This process was last undertaken in 2023.
Form 990, Part VI, Section C, Line 19Copies of the governing documents, conflict of interest policy and audited financial statements are made available to the public upon written request.
Form 990, Part XI, Line 9GAAP book reclassifying entry between the related organizations, California Medical Association and California Medical Association Properties, Inc.
Form 990, Part XII, Line 2cThe Association has an audit committee that assumes responsibility to oversee the financial statements audit process which has not changed from year to year.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
CMA Holdings LLC
1201 K StreetSuite 800SacramentoCA95814384002579Holding CompanyCA$0$5,842,322CMA
Medical Society Services LLC
1201 K StreetSuite 800SacramentoCA95814422262312Consulting ServicesCA$173,346$38,433CMA

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

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

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1PSO Services LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11201 K StreetAddressLine1Txt
Address Line2Suite 800AddressLine2Txt
CitySacramentoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd
FieldValueIRS element (for citing)
EIN812437069EIN
Primary ActivitiesPractice Management and Consulting ServicesPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Predominant Income TypeRelatedPredominantIncomeTypeTxt
Share Of Total Income-$7,076ShareOfTotalIncomeAmt
Share Of EOY Assets$3,099ShareOfEOYAssetsAmt
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing PartnerYes (1)GeneralOrManagingPartnerInd
Ownership0.33OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
California Medical Association Ventures Inc
1201 K StreetSuite 800SacramentoCA95814843971099Holding companyDECMAC1Yes (1)
CMA Physician Services Inc
1201 K StreetSuite 800SacramentoCA95814843948595Physician Practice Improvement ServicesDEC00N/A
CMA Wellness Services Inc
1201 K StreetSuite 800SacramentoCA95814943970931Physician WellnessDEC00N/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (9 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
California Medical Association Properties
c$10,671,650Board approved contributions to the CMA Physicians' Issues Committee.
Physicians for a Healthy California
c$1,000,000A Board approved contribution to the CMA Education Fund.
Physicians for a Healthy California
o$962,410CMA staff-time allocated to the Physicians for a Healthy California.
Physicians for a Healthy California
p$2,680,613Actual amount of reimbursement paid to the California Medical Association for salary and benefits costs.
Physicians for a Healthy California
q$471,279Reimbursement paid by the Physicians for a Healthy California for rent and miscellaneous expenses.
CMA Physician Services Inc
o$208,987Share of CMA staff-time allocated to CMA Physician Services Inc.
CMA Physician Services Inc
p$2,705,795Actual amount of reimbursement paid to the California Medical Association for salary and benefit costs.
CMA Physician Services Inc
q$150,139Reimbursement paid by the CMA Physician Services Inc for rent and miscellaneous expenses.
CALPAC - California Medical Association PAC
r$726,125Actual amount of cash transferred to the California Medical Association PAC for contributions received in 2024.

Reasonable Cause Explanation ReasonableCauseExplanation

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

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