2023-11-14T10:00:59-07:00 2022-12-31 990 2022-01-01 940359340 CALIFORNIA MEDICAL ASSOCIATION CALI 9164445532 1201 K Street Suite 800 Sacramento CA 95814 Lance R Lewis Chief Operating Officer 9164445532 2023-11-14 1 1 11 1 AAL2 2022 2023-04-26 12:10:37Z Lance R Lewis 1201 K Street Suite 800 Sacramento CA 95814 26968290 0 X www.cmadocs.org X 1856 CA 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. 47 40 158 107 321036 0 3532057 4508294 21173593 20210605 159 650 4914771 2165966 29620580 26885515 0 0 0 0 18300941 18629623 0 0 0 7204600 14516742 25505541 33146365 4115039 -6260850 44616043 43681557 22771709 31821129 21844334 11860428 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. 0 0 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). 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 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 X 93 0 1 158 1 1 1 0 0 0 1 1 0 0 0 X 47 40 1 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 CA X Lance Lewis 9164445532 1201 K Street Suite 800 Sacramento CA 95814 Dustin E Corcoran Chief Executive Officer 35 2 X 1164095 0 105582 Lance R Lewis Chief Operating Officer 35 2 X 573659 0 105582 David T Ford CEO of CMA Physician Services Inc 1.00 35 X 364183 0 54259 Jesse Martin Chief Strategy Officer of CMA Physician Service Inc. 0 35 X 355999 0 54365 Jamie Ostroff Chief Legal Officer and General Counsel 35 1 X 387114 0 14715 Guadalupe M Diaz CEO of Physicians of Healthy California 1 35 X 319807 0 60503 Alicia Wagnon Deputy General Counsel 35 0 X 306665 0 50775 Sierra Alecia Sanchez Chief Strategy Officer 30 0 X 294262 0 53359 Janice Rocco Vice President of Healthcare Access and Coverage 35 0 X 296126 0 26519 Michael Steenburgh Vice President Centers for Membership Marketing and Component Relations 35 0 X 245880 0 46848 Elizabeth McNeil Vice President Center for Federal Government Relations 35 0 X 189889 0 40772 Michelle Chapanian Vice President of Governance and Business Administration 35 0 X 176233 0 42858 Shannan Velayas Vice President of Communications 35 0 X 184590 0 18171 Robert E Wailes MD Immediate Past President through Oct 2023 1 1 X X 139208 0 0 Donaldo Hernandez MD President 1 1 X X 131348 0 0 Tanya W Spirtos MD President-Elect 1 1 X X 64704 0 0 Shannon Udovic-Constant MD Chair Board of Trustees 1 1 X X 56933 0 0 Peter N Bretan MD Immediate Past President through Oct 2022 1 1 X X 53974 0 0 Sergio R Flores MD Vice-Chair Board of Trustees 1 1 X X 40242 0 0 Lawrence C Cheung MD Vice Speaker House of Delegates 1 1 X X 5659 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 Anna Yap MD Trustee 1 1 X 0 0 0 Brad Drexler MD Trustee 1 1 X 0 0 0 Charles Clary DO 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 Eric Hansen DO 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 Kenneth Blumenfeld 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 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 Nikan H Khatibi DO Trustee 1 1 X 0 0 0 Ralph Kingsford 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 Sarah Mae Smith Trustee 1 1 X 0 0 0 Seema Sidhu MD Trustee 1 1 X 0 0 0 Sion Roy 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 5350570 0 674308 43 0 1 0 California Majority Group LLC 1201 K Street Suite 920 Sacramento CA 95814 Public affairs consulting, strategic communications 240000 Eightcloud 400 Minuteman Road Andover MA 01810 Project Management and Development 152640 Athene Law LLP 5432 Geary Boulevard San Francisco CA 94121 Legal services 130364 RGS Consulting and Advocacy LLC 1017 L Street Suite 705 Sacramento CA 95814 Legislative consulting services 124000 Euclid Technology LLC 540 Devall Drive Suite 301 Auburn AL 36832 Association Management Software 116899 8 0 0 0 2824109 0 1684185 0 4508294 Membership dues 900099 14806023 14806023 0 0 Conferences, seminars, workshops 900099 94929 94929 0 0 CME accreditation 900099 455140 455140 0 0 Related entity administrative fees 900099 4579460 4392699 186761 0 275053 275053 0 0 20210605 650 0 0 650 0 0 0 0 146297 0 0 146297 212319 0 0 0 212319 0 212319 0 0 212319 0 0 0 132523 82775 49748 49748 0 0 Advertising 541800 63166 0 63166 0 Administrative fees 900099 71109 0 71109 0 Reimbursement of related entity costs 900099 1414411 1414411 0 0 208916 208916 0 0 1757602 26885515 21696919 321036 359266 0 0 0 0 4135677 0 10499752 605049 2226824 1162321 13873 436583 55221 647000 0 0 1366407 372077 1089507 222767 0 1186926 1076597 0 2342188 99092 364234 478119 182024 Political Issues Committee 2325358 CMA Properties Contribution 1554802 Collection fees 372050 331917 33146365 0 0 0 3075487 2788671 0 0 0 0 683351 361948 0 0 0 0 5209709 0 54357 22948 639751 748483 6417951 3936139 2376413 2481812 51590 51470 4107378 5802934 0 0 0 0 28418007 31423291 44616043 43681557 3395770 2802578 0 0 9302449 7536564 0 0 0 0 0 0 5300000 4306130 1865219 0 2908271 17175857 22771709 31821129 X 19771156 10588764 2073178 1271664 21844334 11860428 44616043 43681557 X -6260850 -2466873 0 0 0 -1256183 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 14806024 1884105 0 1884105 214510 1669595 0 0 0 0 0 0 0 0 0 447312 99899 347413 0 1188398 540870 647528 0 4782241 3295370 1486871 2481812 0 5802934 F 5802934 Affiliate Receivables 15369121 Deferred Compensation Plan Asset 1656602 Right-Of-Use Asset 14397568 31423291 0 Lease Liability 15397810 Deferred Compensation Plans Liabilities 1778047 17175857 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. X X X 1 1 X X X X 0 1 0 Dustin E Corcoran Chief Executive Officer 813750 0 329116 0 21229 0 47950 0 57632 0 1269677 0 0 0 Lance R Lewis Chief Operating Officer 402536 0 150000 0 21123 0 47950 0 57632 0 679241 0 0 0 Jamie Ostroff Chief Legal Officer and General Counsel 344255 0 40000 0 2860 0 0 0 14715 0 401830 0 0 0 David T Ford Vice President of Healtth Information Technology 299296 0 64000 0 887 0 27450 0 26809 0 418442 0 0 0 Jesse Martin Chief Strategy Officer of CMA Physician Service Inc. 264505 0 91000 0 494 0 27450 0 26915 0 410364 0 0 0 Guadalupe M Diaz CEO of Physicians of Healthy California 250900 0 50000 0 18907 0 27450 0 33053 0 380310 0 0 0 Alicia Wagnon Deputy General Counsel 244666 0 60000 0 1999 0 27450 0 23325 0 357440 0 0 0 Janice Rocco Vice President of Healthcare Access and Coverage 229977 0 60000 0 6149 0 25706 0 813 0 322645 0 0 0 Sierra Alecia Sanchez Chief Strategy Officer 233710 0 60000 0 552 0 26550 0 26809 0 347621 0 0 0 Michael Steenburgh Vice President Centers for Membership Marketing and Component Relations 202458 0 40000 0 3422 0 22032 0 24816 0 292728 0 0 0 Elizabeth McNeil Vice President Center for Federal Government Relations 175368 0 12000 0 2521 0 17446 0 23325 0 230660 0 0 0 Michelle Chapanian Vice President of Governance and Business Administration 167200 0 8750 0 284 0 15943 0 26915 0 219092 0 0 0 Shannan Velayas Vice President of Communications 174055 0 10000 0 535 0 0 0 18171 0 202761 0 0 0 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. 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 2022 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 IRS Form 990 and required schedules are prepared from the audited financial statements. It was reviewed by external tax auditors, internal controller, and management before transmitting electronically 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 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 California Medical Association returned a portion of contributions to donors due to the withdrawal of the Fairness for Injured Patients Act Initiative in 2022. Form 990, Part XII, Line 2c The organization 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 5817106 CMA Medical Society Services LLC 1201 K Street Suite 800 Sacramento CA 95814 422262312 Consulting Services CA 186761 41809 CMA CMA Wellness LLC 1201 K Street Suite 800 Sacramento CA 95814 940359340 Services for Health Care CA 0 0 CMA Center for Physician Wellness and Quality Care LLC 1201 K Street Suite 800 Sacramento CA 95814 940359340 Management Services CA 0 0 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 Institute for Medical Quality 1201 K Street Suite 800 Sacramento CA 95814 943240330 Improving Medical Quality CA 501(c)3 Line 10 CMA 1 CALPAC - California Medical Association PAC 1201 K Street Suite 800 Sacramento CA 95814 946353926 Political Activities CA 527 CMA 1 CALPAC - California Medical Association IEC 1201 K Street Suite 800 Sacramento CA 95814 680464807 Political Activities CA 527 CMA 1 PSO Services LLC 1201 K Street Suite 800 Sacramento CA 95814 812437069 Practice Management and Consulting Services DE N/A Related -6266 5803 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 1 1 1 1 1 1 1 1 California Medical Association Properties c 2824109 Board designated contribution provided to California Medical Association. Physicians for a Healthy California o 1397603 CMA staff-time allocated to Physicians for a Healthy California. Physicians for a Healthy California p 2425521 Actual amount of reimbursement paid to California Medical Association for salary and benefit costs. Physicians for a Healthy California p 441705 Reimbursement paid to California Medical Association for rent and miscellaneous expenses. CMA Physician Services Inc o 176000 Share of CMA staff-time allocated to CMA Physician Services Inc. CMA Physician Services Inc p 228230 Reimbursement paid to California Medical Association for rent and miscellaneous expenses. CMA Physician Services Inc p 1921335 Actual amount of reimbursement paid to California Medical Association for salary and benefit costs. Institute for Medical Quality c 89181 Loss from dissolution of the Institute for Medical Quality in July 2022. Additional time was necessary in order to complete an accurate filing.