2025-11-06T12:47:48-07:00 2024-12-31 990 2024-01-01 946062822 PHYSICIANS FOR A HEALTHY CALIFORNIA PHYS 9164445532 1201 K Street Suite 800 Sacramento CA 95814 Lance R Lewis Chief Financial Officer 9164445532 2025-11-06 1 2024 2025-03-06 01:10:19Z Lance R Lewis 1201 K Street Suite 800 Sacramento CA 95814 7998775 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. 13 9 0 43 0 0 549255 426140 5967611 3272455 169121 416383 4300 6699 6690287 4121677 116043 1028769 0 0 0 0 0 0 0 5897276 4569393 6013319 5598162 676968 -1476485 77234425 80412396 68158187 72580334 9076238 7832062 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. 0 0 1620894 0 1578957 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 2024, the seventh cycle of CalMedForce awarded the largest number of residency programs: 142 residencies were awarded $25.1 million to support 184 positions. 1719170 0 1667349 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 2024, the majority of CalHealthCares' first group of awardees completed their five-year service term, receiving over $52.8 million in education loan repayment. 227559 5782 15162 The Health Equity Leadership Summit is held annually in the Fall to bring together a community of physicians, residents, medical students, administrators, allies and advocates for hands-on training, in-depth conversations and leadership development opportunities. 1373939 1022987 17212 Physicians for a Healthy California has smaller programs that focuses on its mission. AstraZeneca provided a contribution of 200,000 for the purpose of supporting the Lung Cancer Awareness and Screening Program. The California HealthCare Foundation awarded a grant for the purpose of providing support for the "Chief Health Equity Officer Landscape" to identify and catalog Chief Health Equity Officers or equivalent senior staff leading health equity efforts across California's acute care finance and delivery system. The organization contributed $1 million to California Medical Association to educate the public relating to Medi-Cal. 1373939 1022987 17212 4941562 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 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 28 0 1 0 0 0 0 0 0 0 0 0 X 13 9 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X Lance R Lewis 9164445532 1201 K Street Suite 800 Sacramento CA 95814 Dustin E Corcoran Chief Executive Officer of CMA 2 35 X 0 1484137 105566 Lance R Lewis Chief Financial Officer 2 35 X 0 633954 101619 Guadalupe Alonzo-Diaz President and CEO of PHC 35 1 X X 0 347835 54381 Emily Johnson Chief Strategy Officer 35 0 X 0 181739 11092 Brian Aguilar Chief Operating Officer 35 0 X 0 170966 5952 Tanya W Spirtos MD Vice-Chair 1 1 X X 0 136570 0 Donaldo Hernandez MD Director 1 1 X 0 75567 0 Howard Kahn MPA Chair 1 0 X X 0 0 0 Sergio Aguilar Gaxiola MD Secretary-Treasurer 1 0 X 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 Martin Vazquez Director 1 0 X 0 0 0 Pooja Mittal DO Director 1 0 X 0 0 0 Toluwalase Ajayi MD Director 1 0 X 0 0 0 Sunita Mutha MD Director 1 0 X 0 0 0 0 3030768 278610 0 0 1 0 0 0 0 0 15000 0 411140 0 426140 Graduate Medical Education 813990 1578957 1578957 0 0 Loan Repayment Program 813990 1667349 1667349 0 0 Health Equity Leadership 900099 14937 14937 0 0 11212 11212 0 0 3272455 340905 0 0 340905 0 0 0 0 0 0 0 0 0 0 3952576 0 3877098 0 75478 0 75478 0 0 75478 0 6699 6225 0 474 6699 4121677 3278680 0 416857 1000000 1000000 28769 28769 0 0 0 0 0 0 0 0 0 0 11808 11808 0 0 31536 31536 72600 33070 39530 2523 523 2000 39844 17391 22453 65010 59711 5299 0 216209 150129 66080 36653 25653 11000 0 133611 120084 13527 0 968410 1303892 -335482 78519 76743 1776 48001 48001 Reimbursement of Payroll Costs to CMA 2680613 2002192 678421 Staff training and education 123949 57332 66617 60107 34537 25570 5598162 4941562 656600 0 29307996 2597154 1000217 635359 0 498710 315365 0 0 0 0 29727 24461 541740 446473 173786 95267 46223989 76744790 0 0 0 0 77234425 80412396 2095639 4428831 65394072 65493321 211736 2437516 0 0 0 0 0 0 0 0 0 0 456740 220666 68158187 72580334 X 7814911 6463328 1261327 1368734 9076238 7832062 77234425 80412396 -1476485 232309 0 0 0 0 X X 0 1 X 1 0 X 83906 137715 198737 549255 426140 1395753 3093060 6230633 9080387 5967612 3272455 27644147 0 0 0 0 0 0 3176966 6368348 9279124 6516867 3698595 29039900 29039900 73829 125222 66383 169121 416383 850938 0 0 0 0 0 0 0 539130 0 4300 6700 550130 30440968 0 0.95397 0.96582 X Schedule A, Part II, Line 10 Staff appreciation, Staff parking, Collection fees, and Tax expense. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1811509 0 151623 28769 44894 20554 1868915 2053094 0 393617 103560 521858 9784 1811509 2147639 0 -67322 18608 3346 5269 2053094 1857476 29020 285802 2000 17436 5223 2147639 1422733 487135 -32368 0 17128 2936 1857436 0.29 0.25 0.46 0 0 0 0 0 0 0 0 0 0 0 0 0 0 29627 23051 6576 0 512113 423422 88691 95267 0 Affiliate payable to CMA 220666 220666 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 California Medical Association 1201 K Street Suite 800 Sacramento CA 95814 940359340 501(c)(6) 1000000 0 Cost A Board approved contribution to support the passage of Proposition 35, which provides funding to pay for Medi-Cal health care services and protect access to primary and specialty care, and mental health providers. 0 1 Medical Student Serve Scholarship 2024 27 22987 0 Cost Health Equity and Leadership Awards 6 5782 0 Cost Schedule I, Part I, Line 2 The Physicians for a Healthy California tracks all contribution-related activities within a dedicated cost center and provides periodic financial statements to management for oversight. 0 0 0 0 0 0 0 0 0 Dustin E Corcoran Chief Executive Officer, California Medical Assoc. 0 897159 0 558800 0 28178 0 43700 0 61866 0 1589703 0 0 Lance R Lewis Chief Financial Officer 0 449463 0 160000 0 24491 0 43700 0 57919 0 735573 0 0 Guadalupe Alonzo-Diaz President and CEO of PHC 0 272044 0 55723 0 20068 0 20700 0 33681 0 402216 0 0 Emily Johnson Chief Strategy Officer 0 170070 0 5000 0 6669 0 10497 0 595 0 192831 0 0 Brian Aguilar Chief Operating Officer 0 164800 0 5000 0 1166 0 0 0 5952 0 176918 0 0 Schedule J, Part II The compensation for officers paid by the related organization, California Medical Association, was determined using a salary data for similarly qualified persons comparable at other non-profit associations. The CMA Chief Executive Officer's compensation package was approved by the Executive Committee of the CMA Board of Trustees and is reviewed every 3 years. The compensation of the PHC President and CEO was determined by the CMA Chief Executive Officer. The compensation is also included in the annual budget and is adopted annually by the PHC Board of Directors. Form 990, Part VI, Section A, Line 2 Dustin Corcoran, CMA Chief Executive Officer, and Lance R Lewis, Chief Financial 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 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 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 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. 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 California Medical Association PAC 1201 K Street 8th Floor Sacramento CA 95814 946353926 Political Campaign CA 527 CMA 0 CALPAC - Independent Expenditures Committee 1201 K Street 8th Floor Sacramento CA 95814 680464807 Political Campaign CA 527 CMA 0 Yes on Proposition 1-Expanding Access to Mental Health Services 1201 K Street Suite 800 Sacramento CA 95814 934804823 Social Welfare CA 501(c)(4) CMA 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 California Medical Association b 1000000 A Board approved contribution to support the CMA Education Committee. California Medical Association c 15000 A capital contribution to the Physicians for a Healthy California to support the Health Equity Leadership Summit. California Medical Association o 962410 Reimbursement of staff-time allocated to the Physicians for a Healthy California. California Medical Association p 471279 Amount of reimbursement paid to the California Medical Association for rent and miscellaneous expenses. California Medical Association p 2680613 Actual amount of reimbursement paid to the California Medical Association for salary and benefit costs. Additional time was necessary in order to complete an accurate filing