2025-11-06T12:33:31-07:00 2024-12-31 990 2024-01-01 940359340 CALIFORNIA MEDICAL ASSOCIATION CALI 9164445532 1201 K Street Suite 800 Sacramento CA 95814 Lance R Lewis Chief Operating Officer 9164445532 2025-11-06 1 2024 2025-03-06 01:10:19Z Lance R Lewis 1201 K Street Suite 800 Sacramento CA 95814 44514923 0 X www.cmadocs.org X 1856 CA For 169 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. 50 42 135 110 260478 0 4221633 17259662 18351514 18433347 2536 28023 9590585 8774361 32166268 44495393 250000 10826311 0 0 20862876 22365762 0 0 0 10785582 9820471 31898458 43012544 267810 1482849 49063500 45844907 36205501 39510880 12857999 6334027 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 2024, CMA won at the ballot box by securing passage of Proposition 35, a historic investment in Medi-Cal that provides the first across-the-board rate increase for physicians and dedicates funding to improve access to care for the millions of seniors, children, low-income families and people with disabilities in our state. Passage of Proposition 1 expanded funding for mental heath and addiction treatment, including investments in the health care workforce. In addition, many physicians were protected from huge tax and fee increases by defeating Measure C in Sacramento. In 2024, CMA focused on codifying physician priorities with more than 115 supported bills signed into law. The organization also stopped 24 opposed bills and 23 problematic ones in the Legislature. Key victories included legislation to: ensure artificial intelligence does not take the place of physicians; provide new tools for health care workers assisting victims of domestic violence and human trafficking; reduce mental health stigma for physicians through changes to the medical board's licensure application; and create parity in penalties for violence against healthcare workers in emergency departments. CMA supported physician practices during a devasting cyberattack that resulted in nationwide outages that threatened the viability of physician practices. CMA successfully advocated for advance payments and interest-free financial resources to keep practice doors open. Additionally, CMA stepped in to stop a Blue Shield modifier 25 policy that would have significantly reduced reimbursement for Evaluation and Management services and created a disincentive for physicians to provide efficient care for unscheduled services. CMA filed a lawsuit against the Department of Managed Health Care for failing to enforce California's prompt payment regulations in implementing SB 510, which resulted in significant delays and reductions in reimbursements. 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 111 0 1 135 1 1 1 0 0 0 1 1 0 1 0 X 50 42 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 1484137 0 105566 Jamie Ostroff Chief Legal Officer and General Counsel 35 1 X 724851 0 47521 Lance R Lewis Chief Operating Officer 35 2 X 633954 0 101619 Stuart Thompson Senior Vice President, Government Relations 35 1 X 414988 0 71851 David T Ford CEO, CMA Physician Services Inc 1 35 X 422457 0 49238 Janice Rocco Chief of Staff 35 0 X 378340 0 45477 Jesse Martin Chief Strategy Officer, CMA Physician Service Inc. 0 35 X 359331 0 49277 Guadalupe M Diaz CEO, Physicians of Healthy California 1 35 X 347835 0 54381 Sierra Alecia Sanchez Chief Strategy Officer 35 0 X 307749 0 46919 Michael Steenburgh VP of Mbrshp Marketing and Component Relations 35 0 X 273131 0 42657 Michelle Chapanian Vice President, Governance 35 0 X 216843 0 51895 Elizabeth McNeil Vice President, Federal Government Relations 35 0 X 204573 0 36170 Tanya W Spirtos MD Immediate Past President through Oct 2025 1 1 X X 136570 0 0 Shannon Udovic-Constant MD President 1 1 X X 115917 0 0 Donaldo Hernandez MD Immediate Past President through Oct 2024 1 1 X X 75567 0 0 Sergio R Flores MD Chair, Board of Trustees 1 1 X X 57400 0 0 George Fouras MD Vice-Speaker, House of Del of Delegates 1 1 X X 57300 0 0 Eric Hansen DO Vice-Chair, Board of Trustees 1 1 X X 41700 0 0 Rene Bravo MD President-Elect 1 1 X X 17745 0 0 Jack Chou MD Speaker, House of Delegates 1 1 X X 0 0 0 Adam Dougherty MD Trustee 1 1 X 0 0 0 Alex McDonald 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 Deena Shin McRae 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 Gloria Wu MD Trustee 1 1 X 0 0 0 Holly Yang 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 Jennifer Hone MD Trustee 1 1 X 0 0 0 Jerry Abraham MD Trustee 1 1 X 0 0 0 Justin Chang 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 Katrina Saba 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 1.00 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 Randal Pham MD Trustee 1 1 X 0 0 0 Ranjit S Rajpal 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 Terence Lin MD Trustee 1 1 X 0 0 0 Timothy Murphy MD Trustee 1 1 X 0 0 0 Vanessa Walker DO 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 6270388 0 702571 54 0 1 0 Stephanie Roberson Strategies LLC 1121 L Street Suite 602 Sacramento CA 95814 Legislative Consulting Svcs 260000 California Majority Group LLC 1201 K Street Suite 920 Sacramento CA 95814 Public Affairs Consulting 211500 RGS Consulting and Advocacy LLC 1017 L Street Suite 705 Sacramento CA 95822 Legislative Consulting Svcs. 198632 Athene Law LLP 5432 Geary Blvd Suite 200 San Francisco CA 94121 Legal Services 161933 Euclid Technology LLC 540 Devall Drive Suite 301 Auburn AL 36832 Assoc. Management Software 140694 7 0 0 0 1000000 0 16259662 0 17259662 Membership Dues 900099 17627922 17627922 0 0 Conferences, Seminars, Workshops 900099 128670 128670 0 0 CME Accreditation 900099 502471 502471 0 0 Affiliate Administrative Fees Revenue 900099 174284 938 173346 0 0 0 0 0 18433347 28023 0 0 28023 0 0 0 0 1188769 0 0 1188769 328114 0 0 0 328114 0 328114 0 0 328114 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 94926 19530 75396 75396 0 0 Reimbursement of Related Entity Costs 900099 6849677 6849677 0 0 Administrative Income 900099 192192 155060 37132 0 Advertising 541810 50000 0 50000 0 90213 90213 0 0 7182082 44495393 25430347 260478 1544906 10826311 4779781 13665558 536329 2454821 929273 446309 60921 1820918 412383 285739 958973 286156 1377481 1092022 1764448 429353 464569 192020 Collection Fees 93459 135720 43012544 0 0 0 4937170 9527381 0 0 0 0 664390 860117 0 0 0 0 1000000 0 16477 20607 851330 917948 6915009 4576918 2586545 2338091 53196 55950 5715304 5740592 0 0 0 0 33239088 26384221 49063500 45844907 6791366 6200754 0 0 9271871 16321400 0 0 0 0 0 0 2204571 0 0 0 17937693 16988726 36205501 39510880 X 12032307 5917735 825692 416292 12857999 6334027 49063500 45844907 X 1482849 19 0 0 0 -8006840 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 28299572 12847440 0 12847440 13315838 0 -468398 0 0 0 0 0 0 0 0 541391 168304 373087 0 1247742 733445 514297 0 5125876 3675169 1450707 2338091 0 5740592 F 5740592 Right-of-Use Lease Asset 13547145 Affiliate Receivable 10498997 Deferred Compensation Plan Asset 2338079 26384221 0 Right-of Use Lease Liability 14615522 Deferred Compensation Plan Liabilties 2373204 16988726 X Schedule D, Part X, Line 2 The Association has applied the accounting principals 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 Committee 1201 K Street Suite 800 Sacramento CA 95814 934804823 501(c)(4) 11311 Cost An approved contribution supports the Yes on Proposition 1 Committee in its opposition to Measure C. Protect Our Healthcare 2350 Kerner Blvd Suite 250 San Rafael CA 94901 921017935 501(c)(4) 10800000 Cost An approved contribution was made to Protect Our Healthcare to support its mission of improving access to affordable health care and ensuring the passage of Proposition 35. Physicians for a Healthy California 1201 K Street Suite 800 Sacramento CA 95814 946062822 501(c)(3) 15000 0 Cost An approved contribution to support the related organization's annual Health Equity and Leadership Summit. 0 3 Schedule I, Part I, Line 2 The California Medical Association tracks all contribution-related activities within a dedicated cost center and provides periodic financial statements to management for oversight. X X X 1 1 X X X X X X 0 1 0 Dustin E Corcoran Chief Executive Officer, California Medical Assoc. 897159 0 558800 0 28178 0 43700 0 61866 0 1589703 0 0 0 Jamie Ostroff Chief Legal Officer and General Counsel 629949 0 90000 0 4902 0 20700 0 26821 0 772372 0 0 0 Lance R Lewis Chief Operating Officer 449463 0 160000 0 24491 0 43700 0 57919 0 735573 0 0 0 Stuart Thompson Senior Vice President, Government Relations 359250 0 55000 0 738 0 43700 0 28151 0 486839 0 0 0 David T Ford CEO, CMA Physician Services Inc 351091 0 70000 0 1366 0 20700 0 28538 0 471695 0 0 0 Janice Rocco Chief of Staff 261126 0 109500 0 7714 0 43700 0 1777 0 423817 0 0 0 Guadalupe M Diaz CEO, Physicians of Healthy California 272044 0 55723 0 20068 0 20700 0 33681 0 402216 0 0 0 Jesse Martin Chief Strategy Officer, CMA Physician Service Inc. 299081 0 59526 0 725 0 20700 0 28577 0 408609 0 0 0 Sierra Alecia Sanchez Chief Strategy Officer 246745 0 60000 0 1004 0 18556 0 28363 0 354668 0 0 0 Michael Steenburgh VP of Mbrshp Marketing and Component Relations 214514 0 55000 0 3617 0 16342 0 26315 0 315788 0 0 0 Michelle Chapanian Vice President, Governance 191482 0 25000 0 361 0 23744 0 28151 0 268738 0 0 0 Elizabeth McNeil Vice President, Federal Government Relations 194273 0 7000 0 3300 0 12400 0 23770 0 240743 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 the CEO's spouse and family to accompany the CEO to CMA-related meetings or events. 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 $23,000, Lance R Lewis $23,000, Janice Rocco $23,000, Stuart Thompson $23,000, Michelle Chapanian $10,711. Form 990, Part V, Line 2a 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 2024 in this PEO arrangement. Form 990, Part VI, Section A, Line 2 Dustin 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 and 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 the 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 independent tax professionals, followed by the organization's Chief Financial Officer. A final copy gets electronically distributed to the Board of Directors 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 corporation has retained the services of an independent compensation consultant to assist the Executive Committee of the Board of Trustees in determining appropriate executive compensation levels. 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. This process was last undertaken in 2023. 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 XI, Line 9 GAAP book reclassifying entry between the related organizations, California Medical Association and California Medical Association Properties, Inc. 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 5842322 CMA Medical Society Services LLC 1201 K Street Suite 800 Sacramento CA 95814 422262312 Consulting Services CA 173346 38433 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 -7076 3099 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 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 California Medical Association Properties c 10671650 Board approved contributions to the CMA Physicians' Issues Committee. Physicians for a Healthy California c 1000000 A Board approved contribution to the CMA Education Fund. Physicians for a Healthy California o 962410 CMA staff-time allocated to the Physicians for a Healthy California. Physicians for a Healthy California p 2680613 Actual amount of reimbursement paid to the California Medical Association for salary and benefits costs. Physicians for a Healthy California q 471279 Reimbursement paid by the Physicians for a Healthy California for rent and miscellaneous expenses. CMA Physician Services Inc o 208987 Share of CMA staff-time allocated to CMA Physician Services Inc. CMA Physician Services Inc p 2705795 Actual amount of reimbursement paid to the California Medical Association for salary and benefit costs. CMA Physician Services Inc q 150139 Reimbursement paid by the CMA Physician Services Inc for rent and miscellaneous expenses. CALPAC - California Medical Association PAC r 726125 Actual amount of cash transferred to the California Medical Association PAC for contributions received in 2024. Additional time was necessary in order to complete an accurate filing.