Form 990 for tax year 2022
Filed by CALIFORNIA MEDICAL ASSOCIATION.
Totals
- Total revenue
- $26,885,515
- Total expenses
- $33,146,365
- Contributions and grants received
- $4,508,294
- Grants paid
- $0
- Program service revenue
- $20,210,605
- Investment income
- $650
- Other revenue
- $2,165,966
- Total assets, end of year
- $43,681,557
- Total liabilities, end of year
- $31,821,129
- Net assets or fund balances, end of year
- $11,860,428
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $0
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
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.
-
1a · Federated campaigns
$0
-
1b · Membership dues
$0
-
1c · Fundraising events
$0
-
1d · Related organizations
$2,824,109
-
1e · Government grants (contributions)
$0
-
1f · All other contributions, gifts and grants
$1,684,185
-
1g · Noncash contributions included above
$0
-
2a · Program service revenue: Membership dues
total $14,806,023 · related or exempt $14,806,023 · unrelated business $0 · excluded $0
-
2b · Program service revenue: Conferences, seminars, workshops
total $94,929 · related or exempt $94,929 · unrelated business $0 · excluded $0
-
2c · Program service revenue: CME accreditation
total $455,140 · related or exempt $455,140 · unrelated business $0 · excluded $0
-
2d · Program service revenue: Related entity administrative fees
total $4,579,460 · related or exempt $4,392,699 · unrelated business $186,761 · excluded $0
-
2f · All other program service revenue
total $275,053 · related or exempt $275,053 · unrelated business $0 · excluded $0
-
3 · Investment income
total $650 · related or exempt $0 · unrelated business $0 · excluded $650
-
4 · Income from investment of tax-exempt bond proceeds
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
5 · Royalties
total $146,297 · related or exempt $0 · unrelated business $0 · excluded $146,297
-
6a · Gross rents
real property $212,319 · personal property $0
-
6b · Less rental expenses
real property $0 · personal property $0
-
6c · Rental income or loss
real property $212,319 · personal property $0
-
6d · Net rental income or loss
total $212,319 · related or exempt $0 · unrelated business $0 · excluded $212,319
-
7c · Gain or loss
securities $0 · other assets $0
-
8a · Fundraising events: contributions included on line 1c
$0
-
10a · Gross sales of inventory
$132,523
-
10b · Cost of goods sold
$82,775
-
10c · Net income from sales of inventory
total $49,748 · related or exempt $49,748 · unrelated business $0 · excluded $0
-
11a · Other revenue: Advertising
total $63,166 · related or exempt $0 · unrelated business $63,166 · excluded $0
-
11b · Other revenue: Administrative fees
total $71,109 · related or exempt $0 · unrelated business $71,109 · excluded $0
-
11c · Other revenue: Reimbursement of related entity costs
total $1,414,411 · related or exempt $1,414,411 · unrelated business $0 · excluded $0
-
11d · All other revenue
total $208,916 · related or exempt $208,916 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$1,757,602
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $4,135,677
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $10,499,752
-
8 · Pension plan contributions
total $605,049
-
9 · Other employee benefits
total $2,226,824
-
10 · Payroll taxes
total $1,162,321
-
11a · Fees: management
total $13,873
-
11b · Fees: legal
total $436,583
-
11c · Fees: accounting
total $55,221
-
11d · Fees: lobbying
total $647,000
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $1,366,407
-
12 · Advertising and promotion
total $372,077
-
13 · Office expenses
total $1,089,507
-
14 · Information technology
total $222,767
-
15 · Royalties
total $0
-
16 · Occupancy
total $1,186,926
-
17 · Travel
total $1,076,597
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $2,342,188
-
20 · Interest
total $99,092
-
21 · Payments to affiliates
total $364,234
-
22 · Depreciation, depletion and amortization
total $478,119
-
23 · Insurance
total $182,024
-
24a · Other expenses: Political Issues Committee
total $2,325,358
-
24b · Other expenses: CMA Properties Contribution
total $1,554,802
-
24c · Other expenses: Collection fees
total $372,050
-
24e · All other expenses
total $331,917
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,075,487 · end of year $2,788,671
-
2 · Savings and temporary cash investments
beginning of year $0 · end of year $0
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $683,351 · end of year $361,948
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $5,209,709 · end of year $0
-
8 · Inventories for sale or use
beginning of year $54,357 · end of year $22,948
-
9 · Prepaid expenses and deferred charges
beginning of year $639,751 · end of year $748,483
-
10a · Land, buildings and equipment: cost or other basis
$6,417,951
-
10b · Land, buildings and equipment: accumulated depreciation
$3,936,139
-
10c · Land, buildings and equipment, net
beginning of year $2,376,413 · end of year $2,481,812
-
11 · Investments: publicly traded securities
beginning of year $51,590 · end of year $51,470
-
12 · Investments: other securities
beginning of year $4,107,378 · end of year $5,802,934
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $28,418,007 · end of year $31,423,291
-
17 · Accounts payable and accrued expenses
beginning of year $3,395,770 · end of year $2,802,578
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $9,302,449 · end of year $7,536,564
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $5,300,000 · end of year $4,306,130
-
24 · Unsecured notes and loans payable
beginning of year $1,865,219 · end of year $0
-
25 · Other liabilities
beginning of year $2,908,271 · end of year $17,175,857
-
27 · Net assets without donor restrictions
beginning of year $19,771,156 · end of year $10,588,764
-
28 · Net assets with donor restrictions
beginning of year $2,073,178 · end of year $1,271,664
Mission and programs · 2022
Mission
The 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 valuation proposition of the organization emphasizes empowering physicians to lead the transformation of the health care system.
Activities or mission (Part I)
For 166 years, 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.
-
Facing another statewide ballot proposition that would have effectively eliminated MICRA's cap on non-economic damages, the California Medical Association and Californians Allied for Patient Protection seized an opportunity to end one of the longest running political battles in California. The Assembly Bill 35, which modernizes MICRA while preserving its underlying principles, has ushered in a new and sustained era of stability around malpractice liability.
-
CMA saw unprecedented grassroots physician engagement, with nearly 4,000 messages sent to policymakers. These physician voices were key in helping to defeat AB 2060 (public member majority on Medical Board of California) and AB 2236 (allowing optometrists to perform surgical procedures).
-
CMA achieved significant victories on health information technology issues by extending the COVID telehealth waivers into 2023; permanently extending key Medi-Cal telehealth payment parity; eliminating e-prescribing burdens (AB 852); and helping physicians comply with the new federal information blocking rule while protecting patients' sensitive medical information (SB 1419).
As filed on the 2022 return.
Listed in Part VII
-
Dustin E Corcoran
Chief Executive Officer
- Total calculated
- $1,269,677
- From this org
- $1,164,095
- From related orgs
- $0
- Other
- $105,582
- Hours/week
- 35 + 2 related
Schedule J breakdown matched by us
- Base
- $813,750
- Bonus
- $329,116
- Other
- $21,229
- Deferred
- $47,950
- Nontaxable benefits
- $57,632
- Filer's total
- $1,269,677
-
Lance R Lewis
Chief Operating Officer
- Total calculated
- $679,241
- From this org
- $573,659
- From related orgs
- $0
- Other
- $105,582
- Hours/week
- 35 + 2 related
Schedule J breakdown matched by us
- Base
- $402,536
- Bonus
- $150,000
- Other
- $21,123
- Deferred
- $47,950
- Nontaxable benefits
- $57,632
- Filer's total
- $679,241
-
David T Ford
CEO of CMA Physician Services Inc
- Total calculated
- $418,442
- From this org
- $364,183
- From related orgs
- $0
- Other
- $54,259
- Hours/week
- 1 + 35 related
Schedule J breakdown matched by us
- Base
- $299,296
- Bonus
- $64,000
- Other
- $887
- Deferred
- $27,450
- Nontaxable benefits
- $26,809
- Filer's total
- $418,442
-
Jesse Martin
Chief Strategy Officer of CMA Physician Service Inc.
- Total calculated
- $410,364
- From this org
- $355,999
- From related orgs
- $0
- Other
- $54,365
- Hours/week
- 0 + 35 related
Schedule J breakdown matched by us
- Base
- $264,505
- Bonus
- $91,000
- Other
- $494
- Deferred
- $27,450
- Nontaxable benefits
- $26,915
- Filer's total
- $410,364
-
Jamie Ostroff
Chief Legal Officer and General Counsel
- Total calculated
- $401,829
- From this org
- $387,114
- From related orgs
- $0
- Other
- $14,715
- Hours/week
- 35 + 1 related
Schedule J breakdown matched by us
- Base
- $344,255
- Bonus
- $40,000
- Other
- $2,860
- Deferred
- $0
- Nontaxable benefits
- $14,715
- Filer's total
- $401,830
-
Guadalupe M Diaz
CEO of Physicians of Healthy California
- Total calculated
- $380,310
- From this org
- $319,807
- From related orgs
- $0
- Other
- $60,503
- Hours/week
- 1 + 35 related
Schedule J breakdown matched by us
- Base
- $250,900
- Bonus
- $50,000
- Other
- $18,907
- Deferred
- $27,450
- Nontaxable benefits
- $33,053
- Filer's total
- $380,310
-
Alicia Wagnon
Deputy General Counsel
- Total calculated
- $357,440
- From this org
- $306,665
- From related orgs
- $0
- Other
- $50,775
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $244,666
- Bonus
- $60,000
- Other
- $1,999
- Deferred
- $27,450
- Nontaxable benefits
- $23,325
- Filer's total
- $357,440
-
Sierra Alecia Sanchez
Chief Strategy Officer
- Total calculated
- $347,621
- From this org
- $294,262
- From related orgs
- $0
- Other
- $53,359
- Hours/week
- 30
Schedule J breakdown matched by us
- Base
- $233,710
- Bonus
- $60,000
- Other
- $552
- Deferred
- $26,550
- Nontaxable benefits
- $26,809
- Filer's total
- $347,621
-
Janice Rocco
Vice President of Healthcare Access and Coverage
- Total calculated
- $322,645
- From this org
- $296,126
- From related orgs
- $0
- Other
- $26,519
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $229,977
- Bonus
- $60,000
- Other
- $6,149
- Deferred
- $25,706
- Nontaxable benefits
- $813
- Filer's total
- $322,645
-
Michael Steenburgh
Vice President Centers for Membership Marketing and Component Relations
- Total calculated
- $292,728
- From this org
- $245,880
- From related orgs
- $0
- Other
- $46,848
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $202,458
- Bonus
- $40,000
- Other
- $3,422
- Deferred
- $22,032
- Nontaxable benefits
- $24,816
- Filer's total
- $292,728
-
Elizabeth McNeil
Vice President Center for Federal Government Relations
- Total calculated
- $230,661
- From this org
- $189,889
- From related orgs
- $0
- Other
- $40,772
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $175,368
- Bonus
- $12,000
- Other
- $2,521
- Deferred
- $17,446
- Nontaxable benefits
- $23,325
- Filer's total
- $230,660
-
Michelle Chapanian
Vice President of Governance and Business Administration
- Total calculated
- $219,091
- From this org
- $176,233
- From related orgs
- $0
- Other
- $42,858
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $167,200
- Bonus
- $8,750
- Other
- $284
- Deferred
- $15,943
- Nontaxable benefits
- $26,915
- Filer's total
- $219,092
-
Shannan Velayas
Vice President of Communications
- Total calculated
- $202,761
- From this org
- $184,590
- From related orgs
- $0
- Other
- $18,171
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $174,055
- Bonus
- $10,000
- Other
- $535
- Deferred
- $0
- Nontaxable benefits
- $18,171
- Filer's total
- $202,761
-
Robert E Wailes MD
Immediate Past President through Oct 2023
- Total calculated
- $139,208
- From this org
- $139,208
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Donaldo Hernandez MD
President
- Total calculated
- $131,348
- From this org
- $131,348
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Tanya W Spirtos MD
President-Elect
- Total calculated
- $64,704
- From this org
- $64,704
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Shannon Udovic-Constant MD
Chair Board of Trustees
- Total calculated
- $56,933
- From this org
- $56,933
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Peter N Bretan MD
Immediate Past President through Oct 2022
- Total calculated
- $53,974
- From this org
- $53,974
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Sergio R Flores MD
Vice-Chair Board of Trustees
- Total calculated
- $40,242
- From this org
- $40,242
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Lawrence C Cheung MD
Vice Speaker House of Delegates
- Total calculated
- $5,659
- From this org
- $5,659
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Jack Chou MD
Speaker House of Delegates
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Adam Dougherty MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Alex McDonald MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Anna Yap MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Brad Drexler MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Charles Clary DO
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Ciara Harraher MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Damodara Rajasekhar MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
David Friscia MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Diana R Shiba MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Eric Hansen DO
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
James Washington III MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Janet Jacobson MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jason Cord MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jeffrey Klingman MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jerry Abraham MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
K Michael Conroy MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Katrina Peters MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Kenneth Blumenfeld MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Kim Newell-Green MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Maisha Draves MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Margaret Parsons MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Marti F Baum MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Michele Evans MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Nikan H Khatibi DO
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Ralph Kingsford MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Ramin Manshadi MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Rana Andary
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Ranjit S Rajpal MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Rene H Bravo MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Resa Caivano MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Robert Oldham MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Sarah Mae Smith
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Seema Sidhu MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Sion Roy MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Suparna Dutta MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Susan Murin MD MBA MSc
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Timothy Murphy MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Vincent Mason MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
William Tseng MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
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 · First-class or charter travel
- 1a · Travel for companions
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
The filer's explanations (Part III)
- 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 employment agreement that is approved by the Board. The corporation 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 - Dustin E Corcoran $20,500 and Lance R Lewis $20,500.
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 Medical Association Properties
501(c)2 · Title Holding Company · CA · controlled entity
Directly controlled by CMA
-
Physicians for a Healthy California
501(c)3 · Charitable Foundation · CA · controlled entity
Directly controlled by CMA
-
501(c)3 · Improving Medical Quality · CA · controlled entity
Directly controlled by CMA
-
CALPAC - California Medical Association PAC
527 · Political Activities · CA · controlled entity
Directly controlled by CMA
-
CALPAC - California Medical Association IEC
527 · Political Activities · CA · controlled entity
Directly controlled by CMA
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.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
Holding Company · CA · income $0 · assets $5,817,106
Directly controlled by CMA
-
Consulting Services · CA · income $186,761 · assets $41,809
Directly controlled by CMA
-
Services for Health Care · CA · income $0 · assets $0
Directly controlled by CMA
-
Center for Physician Wellness and Quality Care LLC
Management Services · CA · income $0 · assets $0
Directly controlled by CMA
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
Related · Practice Management and Consulting Services · DE · 33% owned · share of income -$6,266 · share of assets $5,803 · general or managing partner
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
California Medical Association Ventures Inc
C · Holding company · DE · 100% owned · controlled entity
Directly controlled by CMA
-
C · Physician Practice Improvement Services · DE · 0% owned
-
C · Physician Wellness · DE · 0% owned
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323189349317922
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