2026-02-02T14:47:24-06:00 2024-12-31 471352305 O'CONNELL & COMPANY LLC 240 GIBRALTAR ROAD SUITE 260 HORSHAM PA 19044 990 2024-01-01 201631325 CATHOLIC MEDICAL ASSOCIATION CATH 4842708002 550 PINETOWN ROAD STE 205 FORT WASHINGTON PA 19034 ALFONSO OLIVA MD TREASURER 4842708002 2026-01-31 1 1 TERENCE M O'CONNELL CPA P01436232 2158874425 2026-02-02 2024 2025-03-06 01:10:19Z X MICHELLE K STANFORD MD 550 PINETOWN ROAD STE 205 FORT WASHINGTON PA 19034 1591518 0 X WWW.CATHMED.ORG X 2004 PA THE CATHOLIC MEDICAL ASSOCIATION IS A PHYSICIAN-LED COMMUNITY OF HEALTHCARE PROFESSIONALS THAT INFORMS, ORGANIZES, AND INSPIRES ITS MEMBERS, IN STEADFAST FIDELITY TO THE TEACHINGS OF THE CATHOLIC CHURCH, TO UPHOLD THE PRINCIPLES OF THE CATHOLIC FAITH IN THE SCIENCE AND PRACTICE OF MEDICINE. 14 14 5 66 0 0 898413 964753 573088 586911 50 6068 150186 33786 1621737 1591518 0 0 0 0 592656 531436 0 0 218331 1155164 1225536 1747820 1756972 -126083 -165454 988256 796643 556507 515715 431749 280928 X THE CATHOLIC MEDICAL ASSOCIATION IS A PHYSICIAN-LED COMMUNITY OF HEALTHCARE PROFESSIONALS THAT INFORMS, ORGANIZES, AND INSPIRES ITS MEMBERS, IN STEADFAST FIDELITY TO THE TEACHINGS OF THE CATHOLIC CHURCH, TO UPHOLD THE PRINCIPLES OF THE CATHOLIC FAITH IN THE SCIENCE AND PRACTICE OF MEDICINE. 0 0 1155541 620697 ANNUAL MEETINGS AND SEMINARS BRING TOGETHER LAY CLERICAL AND MEDICAL PROFESSIONALS TO EDUCATE THEM ON THE ETHICAL, MORAL AND RELIGIOUS IMPLICATIONS OF MEDICAL PRACTICES TODAY. 1155541 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 5 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X MARIO R DICKERSON MTS 4842708002 550 PINETOWN ROAD SUITE 205 FORT WASHINGTON PA 19034 X MICHELLE K STANFORD MD PRESIDENT 4.00 0.00 X X 0 0 0 DAVID J HILGER MD VICE PRESIDENT 4.00 0.00 X X 0 0 0 ALFONSO OLIVA MD TREASURER 4.00 0.00 X X 0 0 0 JENNIFER PERONE MD SECRETARY 4.00 0.00 X X 0 0 0 CRAIG L TREPTOW MD IMMEDIATE PAST PRES. 2.00 0.00 X 0 0 0 MARY E KEEN-KIRCHOFF MD AT-LARGE MEMBER 2.00 0.00 X 0 0 0 TIMOTHY P MILLEA MD AT-LARGE MEMBER 2.00 0.00 X 0 0 0 BROOKE GENSLER MD AT-LARGE MEMBER 2.00 0.00 X 0 0 0 RICHARD A ROWE MD AT-LARGE MEMBER 2.00 0.00 X 0 0 0 JENNIFER WRIGHT MD AT-LARGE MEMBER 2.00 0.00 X 0 0 0 ROBIN J GOLDSMITH MD REGIONAL DIRECTOR 2.00 0.00 X 0 0 0 ANTHONY OLIVA MD REGIONAL DIRECTOR 2.00 0.00 X 0 0 0 PAUL CIESLAK MD REGIONAL DIRECTOR 2.00 0.00 X 0 0 0 DIANE GOWSKI MD REGIONAL DIRECTOR 2.00 0.00 X 0 0 0 ROY HEYNE MD REGIONAL DIRECTOR 2.00 0.00 X 0 0 0 MARIO DICKERSON EXECUTIVE DIRECTOR 40.00 0.00 X 172274 0 37201 172274 0 37201 1 0 1 0 0 X 558490 406263 964753 CONFERENCE REVENUE 621110 582042 582042 BOOKSTORE REVENUE 900099 4869 4869 586911 6068 6068 LQ INCOME 513120 19976 19976 CREDIT CARD FEES 900099 13810 13810 33786 1591518 620697 0 6068 X 209475 167580 31421 10474 259313 71114 98287 89912 29093 1011 15431 12651 33555 16244 9651 7660 20530 3275 14305 2950 59684 59684 2300 2300 68260 17189 10848 40223 10605 9905 200 500 47848 21101 17787 8960 120997 75522 15304 30171 73206 36603 21962 14641 16289 11962 4157 170 620101 582490 37592 19 181 181 7658 7658 5990 5990 MAGAZINE AND PUBLICATIO 68022 68022 HOLY ALLIANCE SUPPORT M 63031 63031 BANK AND PROCESSING FEE 40834 10492 30342 1756972 1155541 383100 218331 X 125906 230228 319830 125957 81275 72888 53609 37407 23860 16202 437385 351368 988256 796643 34962 54843 265275 331790 256270 129082 556507 515715 X -103819 -185321 535568 466249 431749 280928 988256 796643 X -165454 14633 0 X X 0 1 X 1 0 X 915986 1127174 1430734 898413 964753 5337060 915986 1127174 1430734 898413 964753 5337060 274837 5062223 211 202 138 50 6068 6669 5343729 824469 0.94730 0.98580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 190337 20120 20651 -2300 228808 109059 81278 0 190337 0 109059 109059 1.00000 0 0 40518 26824 13694 13091 10583 2508 16202 SECURITY DEPOSIT FOR PINEDOWN TREE 5781 BENEFICIAL INTEREST IN ASSETS OF ANO 228808 RIGHT OF USE ASSET - OPERATING LEASE 116779 351368 OPERATING LEASE LIABILITIES 129082 129082 X 1606151 14633 14633 1591518 0 1591518 1756972 0 1756972 0 1756972 PART V, LINE 4: THE ENDOWMENT FUNDS ARE TO BE USED FOR GENERAL OPERATIONS. PART X, LINE 2: CMA IS EXEMPT FROM INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. CMA HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. CMA HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X 0 0 0 0 0 0 0 0 0 MARIO DICKERSON EXECUTIVE DIRECTOR 172274 0 0 0 0 0 0 0 37201 0 209475 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A MEMBERSHIP ORGANIZATION WHOSE MEMBERS PAY ANNUAL DUES TO SUPPORT THE ORGANIZATION'S MISSION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE. THE FINANCE COMMITTEE PRESENTS ITS REVIEW AND APPROVAL OF THE 990 TO THE BOARD OF DIRECTORS AS PART OF THE FINANCE COMMITTEE REPORT. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS REQUIRED TO SIGN THE STATEMENT IN THE BEGINNING OF THE YEAR REGARDING ANY CONFLICTS OF INTEREST. ALL VENDORS AND CONTRACTS ARE REVIEWED BY THE NATIONAL OFFICE AND THE BOARD DOES NOT ENGAGE IN CONTRACTS. ADDITIONALLY CONFERENCE SPEAKERS MUST SIGN A CONFLICT OF INTEREST FORM THAT THEY ARE NOT RECEIVING COMPENSATION FOR ANY PRODUCT OR SERVICE THEY MAY BE PRESENTING ON IN A TALK. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS REVIEWED THE EXECUTIVE DIRECTOR'S WORK PRODUCT OVER THE PAST TWELVE MONTHS AND DETERMINED HIS COMPENSATION AFTER REVIEW AND DISCUSSION AMONG MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST. FORM 990, PART IV, LINE 11F THE ORIGINALLY FILED RETURN REPORTED IMPROPER INFORMATION ON THIS LINE. THE AMENDED FORM 990 RETURN PROPERLY REPORTS THE ORGANIZATION'S INFORMATION ON THIS LINE. FORM 990, PART VII, SECTION A THE ORIGINALLY FILED RETURN REPORTED ADDITIONAL BOARD MEMBERS THAT WERE NOT VOTING MEMBERS ON THESE LINES. THE AMENDED FORM 990 RETURN PROPERLY REPORTS THE ORGANIZATION'S VOTING MEMBERS AND ANY COMPENSATED EMPLOYEES, WHICH MEET THE REQUIREMENTS. FORM 990, PART VIII THE ORIGINALLY FILED RETURN REPORTED UNAUDITED FINANCIAL STATEMENT AMOUNTS ON THE STATEMENT OF REVENUE. THE CORRECT AUDITED FINANCIAL STATEMENT AMOUNTS HAVE BEEN PROPERLY REPORTED ON PART VIII OF THE AMENDED RETURN AND FLOW THROUGH TO FORM 990, PART I, LINE 8 12. THE INFORMATION ON FORM 990, PART I, LINE 19 IS NOW CALCULATED PROPERLY. THE TOTAL REVENUE FROM PART VIII FLOWS TO FORM 990, PART XI, LINE 1. FORM 990, PART IX THE ORIGINALLY FILED RETURN REPORTED UNAUDITED FINANCIAL STATEMENT AMOUNTS IN THE STATEMENT OF FUNCTIONAL EXPENSES. THE CORRECT AUDITED FINANCIAL STATEMENT AMOUNTS HAVE BEEN PROPERLY REPORTED ON THE AMENDED RETURN AND FLOW THROUGH TO FORM 990, PART I, LINE 13 18 AND FORM 990, PART III, LINE 4A. THE INFORMATION ON FORM 990, PART I, LINE 19 IS NOW CALCULATED PROPERLY. THE TOTAL EXPENSES FROM PART IX FLOWS TO FORM 990, PART XI, LINE 2. FORM 990, PART X THE ORIGINALLY FILED RETURN REPORTED UNAUDITED FINANCIAL STATEMENT AMOUNTS IN THE BALANCE SHEET. THE CORRECT AUDITED FINANCIAL STATEMENT AMOUNTS HAVE BEEN PROPERLY REPORTED ON THE AMENDED RETURN AND FLOW THROUGH TO FORM 990, PART I, LINE 20 22. FORM 990, PART XI THE ORIGINALLY FILED RETURN REPORTED UNAUDITED FINANCIAL STATEMENT AMOUNTS IN THE RECONCILIATION OF NET ASSETS. THE CORRECT AUDITED FINANCIAL STATEMENT AMOUNTS HAVE BEEN PROPERLY REPORTED ON THE AMENDED RETURN ON PART XI, LINE 3, 5, AND 10. THE CORRECT AMOUNT IS NOW CALCULATED ON PART XI, LINE 3 AND FLOWS TO FORM 990, PART I, LINE 19. THE CORRECT AMOUNTS ARE NOW CALCULATED ON PART XI, LINE 10 AND FLOW TO PART X, LINE 32. THE INFORMATION ON PART XI, LINE 5 NOW PROPERLY FLOWS THROUGH TO SCHEDULE D, PART XI, LINE 2A. FORM 990, PART XII THE ORIGINALLY FILED RETURN OMITTED INFORMATION IN FORM 990, PART XII, LINE 2B AND 2C. THE PROPER INFORMATION IS NOW POPULATED ON THE AMENDED FORM 990 RETURN. FORM 990, SCHEDULE A, PART II, SECTION A, LINE 1 & SECTION B, LINE 8 THE ORIGINALLY FILED RETURN REPORTED UNAUDITED FINANCIAL STATEMENT AMOUNTS ON SCHEDULE A. THE AMENDED FORM 990 RETURN REPORTS THE CORRECTED AMOUNTS ON SCHEDULE A, PART II, LINE 1 AND LINE 8. THE INFORMATION FLOWS THROUGH TO LINE 12 AND LINE 14. FORM 990, SCHEDULE D, PART XI & XII THE ORIGINALLY FILED RETURN DID NOT HAVE SCHEDULE D, PART XI & XII COMPLETED. THE AMENDED FORM 990 RETURN PROPERLY INCLUDES THE RECONCILIATION ON FORM 990, SCHEDULE D, PART XI AND XII, AND THE INFORMATION FLOWS FROM THE AUDITED FINANCIAL STATEMENTS AND THE FORM 990, PART XI, LINE 5 AND FORM 990, PART 1, LINE 12 AND 18. FORM 990, SCHEDULE D, PART XIII THE ORIGINALLY FILED RETURN OMITTED AN EXPLANATION FOR THE FOOTNOTE IN THEIR FINANCIAL STATEMENTS THAT ADDRESSES THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48. THE AMENDED FORM 990 RETURN PROPERLY INCLUDES THIS EXPLANATION.