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← SANTA CLARA COUNTY MEDICAL ASSOCIATION

Form 990 for tax year 2023

Filed by SANTA CLARA COUNTY MEDICAL ASSOCIATION.

Totals

Total revenue
$1,649,293
Total expenses
$1,790,811
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,085,035
Investment income
$14,164
Other revenue
$550,094
Total assets, end of year
$13,181,143
Total liabilities, end of year
$173,680
Net assets or fund balances, end of year
$13,007,463
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $1,002,180 · related or exempt $1,002,180

  • 2b · Program service revenue: ANNUAL BANQUET

    total $43,185 · related or exempt $43,185

  • 2c · Program service revenue: SERVICE FEES

    total $39,670 · related or exempt $39,670

  • 3 · Investment income

    total $14,164 · excluded $14,164

  • 6a · Gross rents

    real property $537,661

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $537,661

  • 6d · Net rental income or loss

    total $537,661 · excluded $537,661

  • 11a · Other revenue: PUBLICATION

    total $11,006 · unrelated business $11,006

  • 11b · Other revenue: MISCELLANEOUS INCOME

    total $728 · related or exempt $728

  • 11c · Other revenue: DIRECTORY

    total $699 · unrelated business $699

  • 11e · Other revenue, total

    $12,433

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $68,873

  • 7 · Other salaries and wages

    total $591,122

  • 8 · Pension plan contributions

    total $58,925

  • 9 · Other employee benefits

    total $50,480

  • 10 · Payroll taxes

    total $40,070

  • 11b · Fees: legal

    total $104,206

  • 11c · Fees: accounting

    total $48,336

  • 11f · Fees: investment management

    total $13,467

  • 11g · Fees: other

    total $36,096

  • 12 · Advertising and promotion

    total $9,935

  • 13 · Office expenses

    total $110,045

  • 14 · Information technology

    total $19,455

  • 17 · Travel

    total $6,319

  • 19 · Conferences, conventions and meetings

    total $50,436

  • 22 · Depreciation, depletion and amortization

    total $177,773

  • 23 · Insurance

    total $57,023

  • 24a · Other expenses: TAXES/FEES/LICENSES/PRO

    total $139,920

  • 24b · Other expenses: REPAIRS AND MAINTENANCE

    total $89,620

  • 24c · Other expenses: COMMITTEE EXPENSES

    total $86,664

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $16,199

  • 24e · All other expenses

    total $15,847

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $839,006 · end of year $1,202

  • 2 · Savings and temporary cash investments

    beginning of year $330,128 · end of year $149,721

  • 4 · Accounts receivable

    beginning of year $70,157 · end of year $3,085

  • 9 · Prepaid expenses and deferred charges

    beginning of year $33,891 · end of year $59,538

  • 10a · Land, buildings and equipment: cost or other basis

    $9,891,198

  • 10b · Land, buildings and equipment: accumulated depreciation

    $433,667

  • 10c · Land, buildings and equipment, net

    beginning of year $9,607,914 · end of year $9,457,531

  • 11 · Investments: publicly traded securities

    beginning of year $2,600,362 · end of year $3,473,443

  • 15 · Other assets

    beginning of year $35,681 · end of year $36,623

  • 17 · Accounts payable and accrued expenses

    beginning of year $155,517 · end of year $122,580

  • 19 · Deferred revenue

    beginning of year $538,103 · end of year $51,100

  • 27 · Net assets without donor restrictions

    beginning of year $12,823,519 · end of year $13,007,463

Mission and programs · 2023

Mission

TO PROMOTE THE COMMON INTEREST OF MEDICAL DOCTORS IN SANTA CLARA COUNTY.

Activities or mission (Part I)

TO PROMOTE THE COMMON INTERESTS OF MEDICAL DOCTORS IN SANTA CLARA COUNTY.

  • THE ASSOCIATION PROMOTES THE ART AND SCIENCE OF QUALITY MEDICAL CARE AND ENHANCES THE PHYSICAL AND MENTAL HEALTH OF THE ENTIRE COMMUNITY. THIS IS DONE THROUGH A REGULARLY PUBLISHED MAGAZINE, PHYSICIAN EDUCATION, COMMUNITY HEALTH EVENTS AND COLLABORATIONS ON PUBLIC HEALTH INITIATIVES.

As filed on the 2023 return.

Listed in Part VII

  • Cindy Russell MD

    PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Clifford Wang MD

    PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    1

  • Anh Nguyen MD

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Lewis Osofsky MD

    VP COMMUNITY HEALTH

    Total calculated
    $0
    Hours/week
    1

  • Gloria Wu MD

    VP PROFESSIONAL CONDUCT

    Total calculated
    $0
    Hours/week
    1

  • Randal Pham MD

    VP MEMBER SERVICES

    Total calculated
    $0
    Hours/week
    1

  • Christine Doyle MD

    VP EXTERNAL AFFAIRS

    Total calculated
    $0
    Hours/week
    1

  • Anlin Xu MD

    COUNCILOR

    Total calculated
    $0
    Hours/week
    0.5

  • David Cahn MD

    COUNCILOR

    Total calculated
    $0
    Hours/week
    0.5

  • Joshua Markowitz MD

    COUNCILOR

    Total calculated
    $0
    Hours/week
    0.5

  • Shahram Gholami MD

    COUNCILOR

    Total calculated
    $0
    Hours/week
    0.5

  • Krikor Barsoumian MD

    COUNCILOR

    Total calculated
    $0
    Hours/week
    0.5

  • Sam Wald MD

    COUNCILOR

    Total calculated
    $0
    Hours/week
    0.5

  • Danielle Pickham MD

    COUNCILOR

    Total calculated
    $0
    Hours/week
    0.5

  • Harry Morrison MD

    COUNCILOR

    Total calculated
    $0
    Hours/week
    0.5

  • Kenneth Phan MD

    COUNCILOR

    Total calculated
    $0
    Hours/week
    0.5

  • David Hensley MD

    COUNCILOR

    Total calculated
    $0
    Hours/week
    0.5

  • Kevin Stuart MD

    COUNCILOR

    Total calculated
    $0
    Hours/week
    0.5

  • Marc Chow

    CEO/EXECUTIVE DIRECTOR

    Total calculated
    $68,873
    From this org
    $62,442
    From related orgs
    $0
    Other
    $6,431
    Hours/week
    40

  • Erin Henke

    INTERIM CEO

    Total calculated
    $353,246
    From this org
    $331,365
    From related orgs
    $0
    Other
    $21,881
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $300,000
    Bonus
    $31,365
    Other
    $0
    Deferred
    $9,941
    Nontaxable benefits
    $11,940
    Filer's total
    $353,246

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • BUREAU OF MEDICAL ECONOMICS OF SANTA CLARA COUNTY

    C · COLLECTION BUREAU · CA

    Directly controlled by SAME BOARD MEMBERS SERVE BOTH ENTITIES

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202403199349315685

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