Form 990 for tax year 2022
Filed by SANTA CLARA COUNTY MEDICAL ASSOCIATION.
Totals
- Total revenue
- $1,631,634
- Total expenses
- $1,533,094
- Contributions and grants received
- $425
- Grants paid
- $0
- Program service revenue
- $1,062,671
- Investment income
- $897
- Other revenue
- $567,641
- Total assets, end of year
- $13,517,139
- Total liabilities, end of year
- $693,620
- Net assets or fund balances, end of year
- $12,823,519
- 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.
-
1f · All other contributions, gifts and grants
$425
-
2a · Program service revenue: MEMBERSHIP DUES
total $924,624 · related or exempt $924,624
-
2b · Program service revenue: SERVICE FEES
total $103,437 · related or exempt $103,437
-
2c · Program service revenue: ANNUAL BANQUET
total $34,610 · related or exempt $34,610
-
3 · Investment income
total $897 · excluded $897
-
6a · Gross rents
real property $524,821
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $524,821
-
6d · Net rental income or loss
total $524,821 · excluded $524,821
-
11a · Other revenue: PUBLICATION
total $37,773 · unrelated business $37,773
-
11b · Other revenue: DIRECTORY
total $5,047 · unrelated business $5,047
-
11e · Other revenue, total
$42,820
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $361,439
-
7 · Other salaries and wages
total $278,256
-
8 · Pension plan contributions
total $32,618
-
9 · Other employee benefits
total $37,025
-
10 · Payroll taxes
total $34,622
-
11b · Fees: legal
total $43,182
-
11c · Fees: accounting
total $48,954
-
11f · Fees: investment management
total $13,814
-
11g · Fees: other
total $16,550
-
12 · Advertising and promotion
total $927
-
13 · Office expenses
total $95,174
-
14 · Information technology
total $14,616
-
17 · Travel
total $12,908
-
19 · Conferences, conventions and meetings
total $29,323
-
22 · Depreciation, depletion and amortization
total $178,203
-
23 · Insurance
total $48,332
-
24a · Other expenses: TAXES/FEES/LICENSES/PRO
total $110,055
-
24b · Other expenses: COMMITTEE EXPENSES
total $90,813
-
24c · Other expenses: PRINTING & DUPLICATION
total $20,788
-
24d · Other expenses: DUES & SUBSCRIPTIONS
total $12,849
-
24e · All other expenses
total $52,646
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $550,447 · end of year $839,006
-
2 · Savings and temporary cash investments
beginning of year $329,295 · end of year $330,128
-
4 · Accounts receivable
beginning of year $2,225 · end of year $70,157
-
9 · Prepaid expenses and deferred charges
beginning of year $17,200 · end of year $33,891
-
10a · Land, buildings and equipment: cost or other basis
$9,866,434
-
10b · Land, buildings and equipment: accumulated depreciation
$258,520
-
10c · Land, buildings and equipment, net
beginning of year $9,780,544 · end of year $9,607,914
-
11 · Investments: publicly traded securities
beginning of year $3,085,498 · end of year $2,600,362
-
15 · Other assets
beginning of year $119,986 · end of year $35,681
-
17 · Accounts payable and accrued expenses
beginning of year $157,697 · end of year $155,517
-
19 · Deferred revenue
beginning of year $531,197 · end of year $538,103
-
27 · Net assets without donor restrictions
beginning of year $13,196,301 · end of year $12,823,519
Mission and programs · 2022
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 2022 return.
Listed in Part VII
-
Cindy Russell MDCINDY RUSSELL MD
PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
Clifford Wang MDCLIFFORD WANG MD
PRESIDENT ELECT
- Total calculated
- $0
- Hours/week
- 1
-
Anh Nguyen MDANH NGUYEN MD
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Lewis Osofsky MDLEWIS OSOFSKY MD
VP COMMUNITY HEALTH
- Total calculated
- $0
- Hours/week
- 1
-
Gloria Wu MDGLORIA WU MD
VP PROFESSIONAL CONDUCT
- Total calculated
- $0
- Hours/week
- 1
-
Randal Pham MDRANDAL PHAM MD
VP MEMBER SERVICES
- Total calculated
- $0
- Hours/week
- 1
-
Anlin Xu MDANLIN XU MD
COUNCILOR
- Total calculated
- $0
- Hours/week
- 0.5
-
David Cahn MDDAVID CAHN MD
COUNCILOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Joshua Markowitz MDJOSHUA MARKOWITZ MD
COUNCILOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Shahram Gholami MDSHAHRAM GHOLAMI MD
COUNCILOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Krikor Barsoumian MDKRIKOR BARSOUMIAN MD
COUNCILOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Sam Wald MDSAM WALD MD
COUNCILOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Danielle Pickham MDDANIELLE PICKHAM MD
COUNCILOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Harry Morrison MDHARRY MORRISON MD
COUNCILOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Christine Doyle MDCHRISTINE DOYLE MD
VP EXTERNAL AFFAIRS
- Total calculated
- $0
- Hours/week
- 1
-
Kenneth Phan MDKENNETH PHAN MD
COUNCILOR
- Total calculated
- $0
- Hours/week
- 0.5
-
David Hensley MDDAVID HENSLEY MD
COUNCILOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Kevin Stuart MDKEVIN STUART MD
COUNCILOR
- Total calculated
- $0
- Hours/week
- 0.5
-
April StegerAPRIL STEGER
CEO (THRU 12/31/22)
- Total calculated
- $361,439
- From this org
- $302,280
- From related orgs
- $0
- Other
- $59,159
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $269,000
- Bonus
- $33,280
- Other
- $0
- Deferred
- $38,548
- Nontaxable benefits
- $20,611
- Filer's total
- $361,439
-
Erin HenkeERIN HENKE
INTERIM CEO
- Total calculated
- $173,718
- From this org
- $150,070
- From related orgs
- $0
- Other
- $23,648
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $139,070
- Bonus
- $11,000
- Other
- $0
- Deferred
- $11,556
- Nontaxable benefits
- $12,092
- Filer's total
- $173,718
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.
-
SANTA CLARA MEDICAL ASSOCIATION ALLIANCE
501(C)3 · ADVANCE HEALTH EDUCATION TO IMPROVE THE HEALTH AND QUALITY OF LIFE FOR ALL · CA
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
- 2022
- Filed
- 10 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202303199349320095
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