2023-11-14T10:10:01-07:00 2022-12-31 990 2022-01-01 946062822 Physicians for a Healthy California PHYS 9164445532 1201 K Street Suite 800 Sacramento CA 95814 Lance R Lewis Chief Financial Officer 9164445532 2023-11-14 1 1 11 0 AAL2 X 2022 2023-04-26 12:10:37Z Lance R Lewis 1201 K Street Suite 800 Sacramento CA 95814 9341016 0 X www.phcdocs.org X 1963 CA Physicians for a Healthy California is dedicated to improving community health, growing a diverse physician workforce and promoting health equity. Our programs continue to improve public health, provide clinical practice support and improvement, and address the social determinants of health and access to care. 14 13 0 45 0 0 137715 198737 6254633 9080387 125222 61113 515130 779 7032700 9341016 62080 22332 0 0 0 0 0 0 0 4966685 6148459 5028765 6170791 2003935 3170225 66984329 75055033 61735675 66959094 5248654 8095939 X Physicians for a Healthy California is dedicated to improving community health, growing a diverse physician workforce and promoting health equity. Our programs continue to improve public health, provide clinical practice support and improvement, and address the social determinants of health and access to care. 1 0 1372566 0 1506113 CalMedForce administers annual grants to fund residency positions at graduate medical education (GME) programs throughout California to train physicians and help the state address its growing physician shortage. The University of California is the designated recipient of the funding via tobacco tax revenues, Proposition 56, and has contracted with PHC to administer this GME grant program. In 2022, CalMedForce funding awarded the largest number of residencies and resident positions to date, to sustain, retain and expand GME in primary care and emergency medicine. A total of 129 residency programs were awarded $37.9 million to fund 210 resident positions. 1053363 0 1623473 CalHealthCares administers loan repayment for educational debt to California physicians and dentists who provide care to Medi-Cal patients, which represent one-third of Californians and half of the state's children. The Department of Health Care Services has funded the program through the state tobacco tax revenues, Proposition 56, and contracted with PHC to administer the statewide program. Eligible physicians can apply for up to $300,000 in loan repayment in exchange for a five-year service obligation. Eligible dentists can apply for up to $300,000 in exchange for a five-year service obligation or a practice support grant of up to $300,000 in exchange for a ten-year service obligation. In 2022, a total of 247 awards were offered to physicians and dentists, providing $63 million to reduce the educational debt. Physician awardees are providing services to Medi-Cal patients in 33 counties throughout California and dentist awardees are providing services in 18 counties. 2532257 0 4522511 The KidsVaxGrant program is funded by the California Department of Public Health and administered by the Physicians for a Healthy California (PHC). The program provides health organizations with practice support grants to supplement the operational costs of administering COVID-19 vaccines to pediatric populations in their communities. In 2022, approximately $25.6 million was awarded to 1033 VFC providers. 657136 0 1419290 The COVID-19 Test to Treat Equity Grant program was established by the California Department of Public Health to connect patients who test positive for COVID-19 with therapeutic treatment to decrease related morbidity and mortality. Funds are to support safety-net providers to operationalize access to clinically appropriate COVID-19 therapeutics in a timely manner with a focus on expedited elements of assessment and treatment. In 2022, the program awarded $67.1 million to 175 safety-net providers and public health systems to improve COVID-19 testing and treatment in underserved communities across 45 counties. 187218 173975 0 The Physician Foundation awarded the Physicians for a Healthy California to facilitate and support charitable, scientific, or education programs that improve the quality of health care received by patients in an evolving health care environment. 2793 0 20000 Network of Ethnic Physician Organizations is an educational event for physicians, public health professionals, advocates and community leaders that offers policy and best practices for reducing health disparities, building diversity in the workface and increasing cultural competency in clinical care. 279 0 10000 The Disaster Relief program is for Ukrainian and humanitarian support and the CDPH Coaching program is to train parents and children the importance of vaccines. 54029 0 1350 Investment income from restricted funds and Physician Engagement both support medical student scholarships and other related program activities that focuses on PHC mission. 901455 173975 1450640 5859641 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 17 0 1 0 0 0 0 0 0 0 0 0 X 14 13 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X Lance R Lewis 9164445532 1201 K Street Suite 800 Sacramento CA 95814 Dustin E Corcoran CMA Chief Executive Officer 2 35 X 0 1164095 105582 Lance R Lewis Chief Financial Officer 2 35 X 0 573659 105582 Guadalupe Alonzo-Diaz President and CEO 2.00 35.00 X X 0 319807 60503 Jennifer Turner Senior Director of Operations 0.00 35.00 X 0 178886 32284 Tanya Spirtos MD Vice Chair of the Board 1 1 X X 0 64704 0 Howard Kahn MPA Chair of the Board 1 0 X X 0 0 0 Sergio Aguilar-Gaxiola MD Secretary-Treasurer 1 0 X X 0 0 0 Adam Dougherty MD Director 1 1 X 0 0 0 James Hay MD Director 1 0 X 0 0 0 Jim Peterson Director 1 0 X 0 0 0 Jodi Hicks Director 1 0 X 0 0 0 Karen Hansberger MD Director 1 0 X 0 0 0 Kyle Smith MD Director 1 0 X 0 0 0 Manesy Liberty Ceja-Cevallos Director 1 0 X 0 0 0 Margaret Juarez MD Director 1 0 X 0 0 0 Toluwalase Ajayi MD Director 1 0 X 0 0 0 Pooja Mittal Director 1 0 X 0 0 0 Sunita Mutha Director 1 0 X 0 0 0 0 2301151 303951 0 0 1 0 0 0 0 0 0 0 198737 0 198737 Graduate Medical Education 813990 1506113 1506113 0 0 Loan Repayment Program 813990 1623473 1623473 0 0 KidsVaxGrant 813990 4522511 4522511 0 0 Test2Treat 813990 1419290 1419290 0 0 CDPH Coaching 813990 9000 9000 0 0 0 0 0 0 9080387 61113 0 0 61113 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 779 0 0 779 779 9341016 9080387 0 61892 X 12503 12503 9829 9829 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 13519 0 13519 0 0 0 0 0 0 0 5269 5269 0 0 1016604 980625 35979 0 1632 1369 263 0 45712 42858 2854 0 93375 93272 103 0 0 0 0 0 198114 181713 16401 0 30877 29536 1341 0 0 0 0 0 50935 50194 741 0 0 0 0 0 1786229 1739707 46522 0 105045 105045 0 0 34068 0 34068 0 Reimbursement of Payroll Costs to CMA 2580714 2422091 158623 0 186366 185630 736 0 6170791 5859641 311150 0 2278023 4073640 60839770 65953815 0 1248698 1882219 0 0 0 0 111245 15793 537152 267378 368220 269774 2138373 2859792 0 0 0 0 66984329 75055033 335814 295597 60812500 65535000 170196 82608 0 0 0 0 0 417165 1045889 61735675 66959094 X 3908333 6839288 1340321 1256651 5248654 8095939 66984329 75055033 3170225 -322940 0 0 0 0 X 0 1 X 1 0 X 287602 313051 83906 137715 198737 1021011 0 3799581 3093060 6230633 9080387 22203661 0 0 0 0 0 0 287602 4112632 3176966 6368348 9279124 23224672 23224672 59146 32772 73829 125222 66383 357352 0 0 0 0 0 0 20558 31462 0 539130 0 591150 24173174 0 0.96076 0.93359 X Schedule A, Part II, Line 10 Revenue from administrative fees. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2147639 0 -67322 18608 3346 5269 2053094 1857476 29020 285802 2000 17436 5223 2147639 1422773 487135 -32368 0 17128 2936 1857476 1217587 170107 69568 7658 24208 2623 1422773 1412418 249233 -441428 0 0 2636 1217587 0.26 0.31 0.43 0 0 0 0 0 0 0 0 0 0 0 0 0 0 25038 1436 23602 0 512114 265942 246172 269774 0 Affiliate payable to CMA 1045889 1045889 X Schedule D, Part V, Line 4 PHC Endowment Fund is comprised of several different endowment contributions made to the organization. The Audio Digest Foundation (ADF) established the endowment by contributing $200,500 in 1989. The contributions are to remain intact as an endowment and only amounts earned on investments may be expended by PHC. During 2004, the entity encouraged physicians to donate settlement checks to which they were entitled from a lawsuit brought against CIGNA. The solicitation indicated that all funds donated would become part of the Endowment Fund. In 2019, funds that were originally contributed in 1989 were released from restriction. The release provision was made in writing by the last President and CEO of ADF before its dissolution. Those funds were reclassified to net assets without donor restrictions. Medical Student Fund was established by a donor in 1983. Principal contributions of $110,911 are to remain intact as a donor restricted endowment and only the amounts earned as interest income may be expended by PHC for medical student grants. PHC has various smaller funds that are temporarily restricted by their donors for specific purposes that align with the mission of the organization. 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 2022 Medical Student Scholarship 10 9829 0 Schedule I, Part I, Line 2 The Physicians for a Healthy California assigns a cost center for monitoring the use of each grant fund in the United States. 0 0 0 0 0 0 0 0 0 Dustin E Corcoran CMA Chief Executive Officer 0 813750 0 329116 0 21229 0 47950 0 57632 0 1269677 0 0 Lance R Lewis Chief Financial Officer 0 402536 0 150000 0 21123 0 47950 0 57632 0 679241 0 0 Guadalupe Alonzo-Diaz President and CEO 0 250900 0 50000 0 18907 0 27450 0 33053 0 380310 0 0 Jennifer Turner Senior Director of Operations 0 137494 0 23000 0 18392 0 5368 0 26915 0 211169 0 0 Schedule J, Part II The compensation for the CEO and CFO of the California Medical Association was determined using a salary data for similarly qualified persons comparable at other non-profit associations. The CEO's compensation package was approved by the Executive Committee of the Board of Trustees and is reviewed every 3 years. The compensation of the President and CEO of the Physicians for a Healthy California was determined by the CEO of the California Medical Association. The compensation is also included in the annual budgeted and is adopted annually by the PHC Board of Directors. Form 990, Part III, Line 2 The Test to Treat Equity Grant program was established by the California Department of Public Health to help increase accessibility to COVID-19 therapeutics for California's safety net systems, which includes community health centers and public health systems. Awardees of the grant received assistance and support through technical assistance, one-on-one coaching, resources and toolkits, and free telehealth services to support patients in a more effective and timely manner. 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 organization has shared members with the California Medical Association. Form 990, Part VI, Section A, Line 7a Nominees for the PHC's Board of Directors are identified by members of the Board (as general directors or designated directors). The Executive Committee of the Board vest nominees and issues recommendations which are then approved or rejected by the Board. If approved, a written recommendation is then made to the CMA Board of Trustees of whom makes a final decision of the nominee. Form 990, Part VI, Section B, Line 11b The IRS Form 990 and required schedules are prepared from the audited financial statements and were reviewed by management before being electronically transmitted to the Board of Directors. All questions and comments are resolved prior to filing with the IRS. Form 990, Part VI, Section B, Line 12c The conflict of interest policy is affirmed annually, in writing by each officer, director and key employee. Each person is required to publicly disclose any potential conflicts of interest during consideration of any item of business to the PHC board. Newly elected officers, directors, or key employees are provided additional instructions on conflicts of interest. Employees are required to disclose potential conflicts of interest in accordance with the personnel policies stated in the employee handbook. The annual affirmation is monitored by PHC's President and CEO. Form 990, Part VI, Section B, Line 15 CMA and PHC Chief Executive Officers' compensation was determined based on performance and salary data for similarly qualified persons in comparable positions at other non-profit organizations. Both compensation are in the annual budget in which the PHC Board approves. Compensation for key employees are also determined using the same comparability data. Form 990, Part VI, Section C, Line 19 Governing documents and form 990 are available for review upon request at PHC's headquarter. Form 990, Part IX, Line 11g Comprised of other professional services, employee placement fee, and staffing services. Form 990, Part IX, Line 24a - 24d The California Medical Association paid for the salaries and benefit expenses of the staff assigned to the Physicians for a Health California for a total of $2,425,521. California Medical Association 1201 K Street Suite 800 Sacramento CA 95814 940359340 Trade Association CA 501 (c) (6) CMA 0 California Medical Association Properties 1201 K Street 8th Floor Sacramento CA 95814 946062821 Holding Company CA 501(c)(2) CMA 0 Institute for Medical Quality 1201 K Street Suite 800 Sacramento CA 958143918 943240330 Improving Medical Quality CA 501(c)(3) Line 10 CMA 0 CALPAC - Indeprendent Expenditures Committee 1201 K Street 8th Floor Sacramento CA 95814 680464807 Political Campaign CA 527 CMA 0 California Medical Association PAC 1201 K Street 8th Floor Sacramento CA 95814 946353926 Political Campaign CA 527 CMA 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 California Medical Association o 1397603 Actual amount of CMA staff-time allocated to PHC California Medical Association p 2425521 Reimbursement of salary and other benefit costs to CMA. California Medical Association p 441705 Reimbursement paid to CMA for rent and miscellaneous expenses. Additional time was necessary in order to complete an accurate filing.