Form 990 for tax year 2023
Filed by CALIFORNIA LIFE SCIENCES ASSOCIATION.
Totals
- Total revenue
- $10,971,051
- Total expenses
- $10,831,286
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $10,816,237
- Investment income
- $154,814
- Other revenue
- $0
- Total assets, end of year
- $10,678,797
- Total liabilities, end of year
- $7,360,385
- Net assets or fund balances, end of year
- $3,318,412
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
MICHAEL GUERRA
President & CEO
- Total calculated
- $774,335
- From this org
- $727,735
- From related orgs
- $0
- Other
- $46,600
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $562,219
- Bonus
- $165,516
- Other
- not reported
- Deferred
- $13,200
- Nontaxable benefits
- $33,400
- Filer's total
- $774,335
-
JAYNE MCNICOL
CFO
- Total calculated
- $353,278
- From this org
- $332,456
- From related orgs
- $0
- Other
- $20,822
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $259,316
- Bonus
- $73,140
- Other
- not reported
- Deferred
- $20,096
- Nontaxable benefits
- $726
- Filer's total
- $353,278
-
Marcus Fields
SENIOR VP
- Total calculated
- $331,107
- From this org
- $296,661
- From related orgs
- $0
- Other
- $34,446
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $266,917
- Bonus
- $29,744
- Other
- not reported
- Deferred
- $13,962
- Nontaxable benefits
- $20,484
- Filer's total
- $331,107
-
Kimberly Brocchini
SENIOR VP
- Total calculated
- $324,141
- From this org
- $278,114
- From related orgs
- $0
- Other
- $46,027
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $250,866
- Bonus
- $27,248
- Other
- not reported
- Deferred
- $13,074
- Nontaxable benefits
- $32,953
- Filer's total
- $324,141
-
STACEY BOWLIN
SENIOR VP
- Total calculated
- $298,944
- From this org
- $254,313
- From related orgs
- $0
- Other
- $44,631
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $209,371
- Bonus
- $44,942
- Other
- not reported
- Deferred
- $11,741
- Nontaxable benefits
- $32,890
- Filer's total
- $298,944
-
SAMUEL CHUNG
VP STATE GOV
- Total calculated
- $270,777
- From this org
- $256,047
- From related orgs
- $0
- Other
- $14,730
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $206,439
- Bonus
- $49,608
- Other
- not reported
- Deferred
- $7,300
- Nontaxable benefits
- $7,430
- Filer's total
- $270,777
-
SAMUEL ASSMANN
VP MEMB & BUS
- Total calculated
- $260,221
- From this org
- $226,389
- From related orgs
- $0
- Other
- $33,832
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $178,990
- Bonus
- $47,399
- Other
- not reported
- Deferred
- $11,261
- Nontaxable benefits
- $22,571
- Filer's total
- $260,221
-
JOSH BROWN
Director
- Total calculated
- $0
- Hours/week
- 1
-
DIRKSEN LEHMAN
Board Chair
- Total calculated
- $0
- Hours/week
- 1
-
VASILIKI ANEST
Director
- Total calculated
- $0
- Hours/week
- 1
-
JEFF JONKER
Director
- Total calculated
- $0
- Hours/week
- 1
-
WA'EL HASHAD
Director
- Total calculated
- $0
- Hours/week
- 1
-
WADE ACKERMAN
Director
- Total calculated
- $0
- Hours/week
- 1
-
MONICA BEAM
Director
- Total calculated
- $0
- Hours/week
- 1
-
RAMLAH NEHRING
Director
- Total calculated
- $0
- Hours/week
- 1
-
NADIR MAHMOOD
Director
- Total calculated
- $0
- Hours/week
- 1
-
JUNG CHOI
Director
- Total calculated
- $0
- Hours/week
- 1
-
KEVIN GRIMES
Director
- Total calculated
- $0
- Hours/week
- 1
-
CARYN MCDOWELL
Director
- Total calculated
- $0
- Hours/week
- 1
-
DAVID CREAN
Director
- Total calculated
- $0
- Hours/week
- 1
-
GAIL MADERIS
Director
- Total calculated
- $0
- Hours/week
- 1
-
BRYAN GIRAUDO
Director
- Total calculated
- $0
- Hours/week
- 1
-
KATIE PENG
Director
- Total calculated
- $0
- Hours/week
- 1
-
KYLE GANO
Director
- Total calculated
- $0
- Hours/week
- 1
-
RICH RAMKO
Director
- Total calculated
- $0
- Hours/week
- 1
-
ANDREW KAPLAN
Director
- Total calculated
- $0
- Hours/week
- 1
-
MELINDA RICHTER
Chair Emerita
- Total calculated
- $0
- Hours/week
- 1
-
ROBIN ROBERTS
Director
- Total calculated
- $0
- Hours/week
- 1
-
CHRISTIAN NOLET
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
JOY RUSSELL
Director
- Total calculated
- $0
- Hours/week
- 1
-
JANE CHUNG
Director
- Total calculated
- $0
- Hours/week
- 1
-
GRACE HAN MCMAHON
Director
- Total calculated
- $0
- Hours/week
- 1
-
MEGAN HALL
Director
- Total calculated
- $0
- Hours/week
- 1
-
MARK ROEDER
Director
- Total calculated
- $0
- Hours/week
- 1
-
ERIK HARRIS
Director
- Total calculated
- $0
- Hours/week
- 1
-
PUNEET SARIN
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
ALBERTO ZACARIAS
Director
- Total calculated
- $0
- Hours/week
- 1
-
KEITH MURPHY
Director
- Total calculated
- $0
- Hours/week
- 1
-
JEFF LANDAU
Director
- Total calculated
- $0
- Hours/week
- 1
-
KWAME ULMER
Director
- Total calculated
- $0
- Hours/week
- 1
-
KATIE WECHSLER
Director
- Total calculated
- $0
- Hours/week
- 1
-
GREG PORTNER
Director
- Total calculated
- $0
- Hours/week
- 1
-
GANESH RAMAN
Director
- Total calculated
- $0
- Hours/week
- 1
-
AMMAR QADAN
Director
- Total calculated
- $0
- Hours/week
- 1
-
AZIZ SAWAF
Director
- Total calculated
- $0
- Hours/week
- 1
-
BETH ROBERTS
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
TERRY ROSEN
Director
- Total calculated
- $0
- Hours/week
- 1
-
GEORGE SAVAGE
Director
- Total calculated
- $0
- Hours/week
- 1
-
INDIA VALENTINE
Director
- Total calculated
- $0
- Hours/week
- 1
-
CHETANA RAO
Director
- Total calculated
- $0
- Hours/week
- 1
-
JENNIFER RUDDOCK
Director
- Total calculated
- $0
- Hours/week
- 1
-
BRIDGET WALSH
Director
- Total calculated
- $0
- Hours/week
- 1
-
JARED WATKIN
Director
- Total calculated
- $0
- Hours/week
- 1
-
ROBIN TOFT
Director
- Total calculated
- $0
- Hours/week
- 1
-
ALICE ZHANG
Director
- Total calculated
- $0
- Hours/week
- 1
-
CHRISTOPH PITTIUS
Director
- Total calculated
- $0
- Hours/week
- 1
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
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Written employment contract
- 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
The filer's explanations (Part III)
- Part I, Line 1a: Relevant information in regards to selections on 1a.
- EMPLOYEES HAVE THE OPPORTUNITY TO JOIN A HEALTH CLUB FACILITY IN THEIR LOCAL AREA. HEALTH CLUB MEMBERSHIP WILL BE COVERED FOR EMPLOYEES ONLY, WITH A MAXIMUM MONTHLY CHARGE OF $40.00.
- Part I, Line 5b: Explanation of organization compensation based on revenues of related organization
- Part III, Additional Information
- THE CALIFORNIA LIFE SCIENCES ASSOCIATION (CLSA) BOARD OF DIRECTORS EXECUTIVE COMMITTEE (THE COMMITTEE) FUNCTIONS AS THE COMPENSATION COMMITTEE FOR PURPOSES OF DETERMINING EXECUTIVE SALARY COMPARABILITY AND ENSURING ALL OF CLSAS COMPENSATION PRACTICES ARE CARRIED OUT IN A RESPONSIBLE MANNER AND ARE ALSO COMPLIANT WITH STATE AND FEDERAL REGULATIONS. THE COMMITTEE HAS OVERALL RESPONSIBILITY FOR EVALUATING THE PERFORMANCE AND COMPENSATION OF THE CEO AND CFO (EXECUTIVES). ANY CHANGES IN SALARY FOR THE EXECUTIVES WILL BE DETERMINED BY THE COMMITTEE, AND DOCUMENTATION IS KEPT OF ITS DELIBERATIONS REGARDING THE COMPENSATION OF THE EXECUTIVES. AFTER THE COMMITTEE HAS REVIEWED ITS FINDINGS REGARDING RELEVANT COMPARABILITY DATA, THE COMMITTEE WILL DECIDE UPON AN APPROPRIATE SALARY, BONUS, AND ANY OTHER FRINGE BENEFITS OR PERQUISITES. ANY SALARY CHANGES WILL BE EFFECTIVE ON AN AGREED UPON DATE, TYPICALLY THE ANNIVERSARY OF THE EXECUTIVES HIRE DATE.
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.
-
CALIFORNIA LIFE SCIENCES ASSOCIATION PAC
527 · POLITICAL ACTION COMMITTEE · CA
-
501(C)(3) · LIFE SCIENCES INNOVATION · CA
-
CALIFORNIA HEALTHCARE INSTITUTE FDT
501(C)(3) · OUTREACH, RESEARCH & EDUCATION · CA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443199349307719
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