2024-11-13T14:46:32-07:00 2023-12-31 990 2023-01-01 940359340 California Medical Association CALI 9164445532 1201 K Street Suite 800 Sacramento CA 95814 Lance R Lewis Chief Operating Officer 9164445532 2024-11-13 1 2023 2024-10-15 13:58:12Z Lance R Lewis 1201 K Street Suite 800 Sacramento CA 95814 32183313 0 X www.cmadocs.org X 1856 CA For 168 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. 45 39 149 110 273912 0 4508293 4221633 20210606 18351514 650 2536 2165965 9590585 26885514 32166268 0 250000 0 0 18629622 20862876 0 0 0 14516742 10785582 33146364 31898458 -6260850 267810 43681557 49063500 31821129 36205501 11860428 12857999 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 value proposition of the organization emphasizes empowering physicians to lead the transformation of the health care system. 0 0 In 2023, a monumental victory for physicians and patients alike, the California Medical Association achieved a historic milestone with the passage of budget legislation that provide the largest Medi-Cal rate increase in the state's history. This transformative step, which will make meaningful strides toward fulfilling Medi-Cal's promise of access to health care for millions of Californians, will be implemented in stages. The first stage of Medi-Cal rate increases will be in 2024, with greater increases in 2025. The California Medical Association and the Coalition to Protect Access to Care, a broad and diverse group of health care organizations, filed a statewide ballot initiative with the California Attorney General's office to make permanent the transformative Medi-Cal rate increases established in the state budget. The Protect Access to Healthcare Act is critical to ensuring the accessibility and affordability of health care services for all Californians. CMA advocacy was responsible for defeating or keeping several pieces of legislation that would have been harmful to patients from moving this year. Assembly Bill (AB) 616 would have required audited financial reports and statements from medical groups to be released to the public; Senate Bill (SB) 524 would have allowed retail chain pharmacists to furnish medications treating conditions identified through CLIA-waived tests performed by a pharmacist; AB 1570 would have allowed optometrists to perform delicate eye surgeries; and AB 1751 would have forced physicians to inform patients about nonpharmacological treatments for pain. 0 0 0 0 0 1 0 1 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 X 101 0 1 149 1 1 1 0 0 0 1 1 0 0 0 X 45 39 1 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 CA X X Lance R Lewis 9164445532 1201 K Street Suite 800 Sacramento CA 95814 Dustin E Corcoran Chief Executive Officer, California Medical Assoc. 35 2 X X 1227159 0 112049 Jamie Ostroff Chief Legal Officer and General Counsel 35 1 X 696128 0 56442 Lance R Lewis Chief Operating Officer 35 2 X 602591 0 119549 David T Ford CEO, CMA Physician Services Inc 1 35 X 399661 0 58113 Stuart Thompson Senior Vice President, Government Relations 35 1 X 388594 0 60524 Guadalupe M Diaz CEO, Physicians of Healthy California 1 35 X 337212 0 64407 Jesse Martin Chief Strategy Officer, CMA Physician Service Inc. 0 35 X 317580 0 57082 Janice Rocco Chief of Staff 35 0 X 307401 0 51274 Sierra Alecia Sanchez Chief Strategy Officer 35.00 0 X 301671 0 55466 Michael Steenburgh VP of Mbrshp Marketing and Component Relations 35 0 X 254147 0 49924 Elizabeth McNeil Vice President, Federal Government Relations 35 0 X 201654 0 42830 Michelle Chapanian Vice President, Governance 35 0 X 194858 0 45666 Shannan Velayas Vice President, Strategic Communications 35 0 X 191586 0 24802 Donaldo Hernandez MD Immediate Past President through Oct 2024 1 1 X X 147858 0 0 Tanya W Spirtos MD President 1 1 X X 98659 0 0 Robert E Wailes MD Immediate Past President through Oct 2023 1 1 X X 69964 0 0 Shannon Udovic-Constant MD President-Elect 1 1 X X 59537 0 0 Sergio R Flores MD Chair, Board of Trustees 1 1 X X 50724 0 0 Lawrence C Cheung MD Vice-Speaker, House of Del. through Oct 2023 1 1 X X 21050 0 0 George Fouras MD Vice-Speaker, House of Del. through Oct 2024 1 1 X X 4545 0 0 Eric Hansen DO Vice-Chair, Board of Trustees 1 1 X X 3409 0 0 Jack Chou MD Speaker, House of Delegates 1 1 X X 0 0 0 Alex McDonald MD Trustee 1 1 X 0 0 0 Anna Yap MD Trustee 1 1 X 0 0 0 Brad Drexler MD Trustee 1 1 X 0 0 0 Ciara Harraher MD Trustee 1 1 X 0 0 0 Damodara Rajasekhar MD Trustee 1 1 X 0 0 0 David Friscia MD Trustee 1 1 X 0 0 0 Diana R Shiba MD Trustee 1 1 X 0 0 0 Edmon Soliman MD Trustee 1 1 X 0 0 0 James Washington III MD Trustee 1 1 X 0 0 0 Janet Jacobson MD Trustee 1 1 X 0 0 0 Jason Cord MD Trustee 1 1 X 0 0 0 Jeffrey Klingman MD Trustee 1 1 X 0 0 0 Jerry Abraham MD Trustee 1 1 X 0 0 0 K Michael Conroy MD Trustee 1 1 X 0 0 0 Katrina Peters MD Trustee 1 1 X 0 0 0 Kim Newell-Green MD Trustee 1 1 X 0 0 0 Maisha Draves MD Trustee 1 1 X 0 0 0 Man Kit Leung MD Trustee 1 1 X 0 0 0 Margaret Parsons MD Trustee 1 1 X 0 0 0 Marti F Baum MD Trustee 1 1 X 0 0 0 Michele Evans MD Trustee 1 1 X 0 0 0 Nidhi Reddy Trustee 1 1 X 0 0 0 Rachel Ekaireb MD Trustee 1 1 X 0 0 0 Ramin Manshadi MD Trustee 1 1 X 0 0 0 Rana Andary Trustee 1 1 X 0 0 0 Ranjit S Rajpal MD Trustee 1 1 X 0 0 0 Rene H Bravo MD Trustee 1 1 X 0 0 0 Resa Caivano MD Trustee 1 1 X 0 0 0 Robert Oldham MD Trustee 1 1 X 0 0 0 Seema Sidhu MD Trustee 1 1 X 0 0 0 Suparna Dutta MD Trustee 1 1 X 0 0 0 Susan Murin MD MBA MSC Trustee 1 1 X 0 0 0 Timothy Murphy MD Trustee 1 1 X 0 0 0 Vincent Mason MD Trustee 1 1 X 0 0 0 William Tseng MD Trustee 1 1 X 0 0 0 Adam Dougherty MD Trustee 1 1 X 0 0 0 5875988 0 798128 38 0 1 0 California Majority Group LLC 1201 K Street Suite 920 Sacramento CA 95814 Public Affairs Consulting 264360 RGS Consulting and Advocacy LLC 1017 L Street 705 Sacramento CA 95822 Legislative Consulting Svcs. 220276 Stephanie Roberson Strategies LLC 5930 S Land Park Drive PO Box 22282 Sacramento CA 95822 Legislative Consulting Svcs 220000 Euclid Technology LLC 540 Devall Drive Suite 301 Auburn AL 36832 Assoc. Management Software 135899 4 0 0 0 1250000 0 2971633 0 4221633 Membership Dues 900099 15821027 15821027 0 0 Conferences, Seminars, Workshops 900099 69609 69609 0 0 CME Accreditation 900099 500450 500450 0 0 Affiliate Administrative Fees Revenue 900099 1960428 1780460 179968 0 0 0 0 0 18351514 2536 0 0 2536 0 0 0 0 1750341 0 0 1750341 302834 0 0 0 302834 0 302834 0 0 302834 0 0 0 102194 17045 85149 85149 0 0 Reimbursement of Related Entity Costs 900099 7369460 7369460 0 0 Advertising 541800 55561 0 55561 0 Administrative Fees 900099 38383 0 38383 0 -11143 -11143 0 0 7452261 32166268 25615012 273912 2055711 250000 0 0 0 4275132 0 12851794 528798 2363347 843805 0 159291 62081 933360 0 0 473762 246489 890030 278135 0 1262020 914392 0 1366750 248440 726620 490671 166203 Affiliate Subcontracted Program 713500 Settlement of Litigation 550000 CMA Education Committee 491160 Collection Fees 315157 497521 31898458 0 0 0 2788671 4937170 0 0 0 0 361948 664390 0 0 0 0 0 1000000 22948 16477 748483 851330 6943549 4357004 2481812 2586545 51470 53196 5802934 5715304 0 0 0 0 31423291 33239088 43681557 49063500 2802578 6791366 0 0 7536564 9271871 0 0 0 0 0 0 4306130 2204571 0 0 17175857 17937693 31821129 36205501 X 10588764 12032307 1271664 825692 11860428 12857999 43681557 49063500 267810 729761 0 0 0 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 15821027 2210805 1669595 3880400 5062729 0 -1182329 0 0 0 0 0 0 0 0 524832 132303 392529 0 1403845 762081 641764 0 5014872 3462620 1552252 2586545 5715304 F 5715304 Affiliate Receivable 16462971 Right-of-Use Asset 14799783 Deferred Compensation Plan Asset 1976334 33239088 Lease Liability 15846428 Deferred Compensation Plan Liability 2091265 17937693 X Schedule D, Part X, Line 2 The Association has applied the accounting principles related to accounting for uncertainty in income taxes and has determined that there is no material impact on the consolidated financial statements. 1 Yes on Proposition 1-Expanding Access to Mental Health Services 1201 K Street Suite 800 Sacramento CA 95814 934804823 501(c)(4) 250000 0 A Board approved contribution from the California Medical Association to the Yes on Proposition 1 Committee to support its activities. 0 1 Schedule I, Part I, Line 2 The California Medical Association requires approval from the Board of Directors for the use of donor restricted funds. Activities related to CMA's Political Issues Committee are monitored and reported to the Fair Political Practices Commission. X X X 1 1 X X X X 0 1 0 Dustin E Corcoran Chief Executive Officer 854437 0 350000 0 22722 0 52200 0 59849 0 1339208 0 0 0 Jamie Ostroff Chief Legal Officer and General Counsel 611226 0 80000 0 4902 0 29700 0 26742 0 752570 0 0 0 Lance R Lewis Chief Operating Officer 428100 0 150000 0 24491 0 59700 0 59849 0 722140 0 0 0 David T Ford CEO of CMA Physician Services 332933 0 65000 0 1728 0 29700 0 28413 0 457774 0 0 0 Stuart Thompson Senior VP of Government Relations 345714 0 42000 0 880 0 32400 0 28124 0 449118 0 0 0 Guadalupe M Diaz CEO of Physicians of Healthy California 263791 0 54000 0 19422 0 29700 0 34707 0 401620 0 0 0 Jesse Martin Chief Strategy Officer of CMA Physician Service Inc. 259015 0 56692 0 1873 0 28596 0 28486 0 374662 0 0 0 Janice Rocco Vice President of Healthcare Access and Coverage 249359 0 50500 0 7543 0 49545 0 1729 0 358676 0 0 0 Sierra Alecia Sanchez Chief Strategy Officer 240544 0 60000 0 1126 0 27180 0 28286 0 357136 0 0 0 Michael Steenburgh Vice President of Membership and Centers for Membership Marketing and Component Relations 208464 0 42000 0 3682 0 22797 0 27127 0 304070 0 0 0 Elizabeth McNeil Vice President Center for Federal Government Relations 188536 0 10000 0 3118 0 18346 0 24484 0 244484 0 0 0 Michelle Chapanian VP of Governance 179327 0 15000 0 531 0 17573 0 28093 0 240524 0 0 0 Shannan Velayas VP Strategic Communications 184839 0 6000 0 747 0 5641 0 19161 0 216388 0 0 0 Schedule J, Part I, Line 1a The 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 The California Medical Association offers a 457B plan that Executive Officers are eligible to participate in - Dustin E Corcoran $22,500 and Lance R Lewis $30,000. Form 990, Part V, Line 2a The California 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 2023 in this PEO arrangement. Form 990, Part VI, Section A, Line 2 Dustin E Corcoran, Chief Executive Officer, and Lance R Lewis, Chief Operating Officer, have a family relationship. Form 990, Part VI, Section A, Line 6 The 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 7a Trustees comprise the members of the governing body known as the Board of Trustees 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 7b Approval 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 members from whom the specific trustee was elected to represent. Form 990, Part VI, Section B, Line 11b The Form 990 and required schedules are prepared from the audited financial statements. A comprehensive review process includes external tax auditors, internal controller, and management. An electronic copy gets distributed to the Board of Trustees prior to filing with the IRS. Form 990, Part VI, Section B, Line 12c The 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 15 The 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 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. Form 990, Part VI, Section C, Line 19 Form 990, Part VI, Section C, Line 19 copies of the governing documents, conflict of interest policy and audited financial statements are made available to the public upon written request. Form 990, Part XII, Line 2c The Association has an Audit Committee that assumes responsibility to oversee the financial statements audit process which has not changed from year to year. CMA Holdings LLC 1201 K Street Suite 800 Sacramento CA 95814 384002579 Holding Company CA 0 5748313 CMA Medical Society Services LLC 1201 K Street Suite 800 Sacramento CA 95814 422262312 Consulting Services CA 179968 16041 CMA California Medical Association Properties 1201 K Street Suite 800 Sacramento CA 95814 946062821 Title Holding Company CA 501(c)2 CMA 1 Physicians for a Healthy California 1201 K Street Suite 800 Sacramento CA 95814 946062822 Charitable Foundation CA 501(c)3 Line 10 CMA 1 CALPAC - California Medical Association PAC 1201 K Street Suite 800 Sacramento CA 95814 946353926 Political Campaign CA 527 CMA 1 CALPAC - California Medical Association IEC 1201 K Street Suite 800 Sacramento CA 95814 680464807 Political Campaign CA 527 CMA 1 Yes on Proposition 1 Expanding Access to Mental Health Services and Veteran's Care Sponsored by California Medical Association 1201 K Street Suite 800 Sacramento CA 95814 934804823 Social Welfare CA 501(c)(4) CMA 1 PSO Services LLC 1201 K Street Suite 800 Sacramento CA 95814 812437069 Practice Management and Consulting Services DE N/A Related -6601 5220 0 1 0.33 California Medical Association Ventures Inc 1201 K Street Suite 800 Sacramento CA 95814 843971099 Holding company DE CMA C 1 1 CMA Physician Services Inc 1201 K Street Suite 800 Sacramento CA 95814 843948595 Physician Practice Improvement Services DE N/A C 0 0 CMA Wellness Services Inc 1201 K Street Suite 800 Sacramento CA 95814 943970931 Physician Wellness DE N/A C 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 California Medical Association Properties c 1250000 A Board designated contribution provided to the California Medical Association. Physicians for a Healthy California o 1339069 CMA staff-time allocated to the Physicians for a Healthy California. Physicians for a Healthy California p 3261685 Actual amount of reimbursement paid to the California Medical Association for salary and benefit costs. Physicians for a Healthy California q 608027 Reimbursement paid by the Physicians for a Healthy California for rent and miscellaneous expenses. CMA Physician Services Inc o 554817 Share of CMA staff-time allocated to CMA Physician Services Inc. CMA Physician Services Inc p 2508861 Actual amount of reimbursement paid to the California Medical Association for salary and benefits costs. CMA Physician Services Inc q 200153 Reimbursement paid by the CMA Physician Services Inc for rent and miscellaneous expenses. California Medical Association Ventures Inc q 53152 Reimbursement paid by the CMA Ventures Inc for miscellaneous expenses. Yes on Proposition 1 Expanding Access to Mental Health Services and Veteran's Care Sponsored by California Medical Association c 250000 A Board approved contribution to the Yes Proposition 1 Committee. CALPAC - California Medical Association PAC r 783797 Actual amount of cash transferred to the California Medical Association PAC for contributions received in 2023. Additional time was necessary in order to complete an accurate filing.