CALIFORNIA MEDICAL ASSOCIATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA MEDICAL ASSOCIATION (EIN 94-0359340)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201803199349316890
- Schema version
- 2017v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule B
- Schedule C
- Schedule D
- Schedule J
- Schedule O
- Schedule R
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T21:15:10-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 940359340 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | California Medical Association | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 9164445532 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 J Street Suite 200 | AddressLine1Txt |
| City | Sacramento | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lance R Lewis | PersonNm |
| Person Title | Chief Operating Officer | PersonTitleTxt |
| Phone | 9164445532 | PhoneNum |
| Signature | 2018-08-15 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.12.183.189 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Lance R Lewis | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 J Street | AddressLine1Txt |
| Address Line2 | Suite 200 | AddressLine2Txt |
| City | Sacramento | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,376,366 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.cmadocs.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1856 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | The mission of the California Medical Association is to promote the science and art of medicine, the protection of public health, and the betterment of the medical profession. | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 106 | TotalEmployeeCnt |
| Total Volunteers | 1600 | TotalVolunteersCnt |
| Total Gross UBI | $65,328 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,088,586 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,610,605 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,621,288 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,316,906 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$135,451 | PYInvestmentIncomeAmt |
| CY Investment Income | -$35,880 | CYInvestmentIncomeAmt |
| PY Other Revenue | $643,107 | PYOtherRevenueAmt |
| CY Other Revenue | $404,574 | CYOtherRevenueAmt |
| PY Total Revenue | $17,217,530 | PYTotalRevenueAmt |
| CY Total Revenue | $18,296,205 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,275,443 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,909,090 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,003,918 | PYOtherExpensesAmt |
| CY Other Expenses | $7,503,592 | CYOtherExpensesAmt |
| PY Total Expenses | $16,279,361 | PYTotalExpensesAmt |
| CY Total Expenses | $17,412,682 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $938,169 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $883,523 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,138,976 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,567,785 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,488,889 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,779,548 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,650,087 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,788,237 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The California Medical Association (CMA) is a non-profit corporation formed to promote the science and art of medicine, the protection of public health, and the betterment of the medical profession. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | In 2017, CMA successfully secured through the California state budget over $1 billion to improve provider payments and graduate medical education. Despite the voter-approved tobacco tax (Proposition 56) that was earmarked to improve provider payments, Governor Jerry Brown attempted to redirect the tobacco tax revenues to support the state's General Fund obligations. Restoring Prop 56 funds was CMA's #1 budget priority, and we engaged the legislature through earned media, digital advertising, grassroots outreach and direct advocacy. The legislature heeded CMA's leadership and advocacy-both houses rejected the Governor's proposal and laid out a different framework for appropriating tobacco tax revenues in the final budget. The final budget, which Governor Brown signed, provided over $1 billion ($546 million in state funds, with a federal match) to improve provider payments, nearly $750 million of which will be available to physicians. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | In 2017, CMA also protected the self-governance rights of hospital medical staffs-the physician-led entities responsible for the quality of patient care in hospitals. CMA has been assisting the physicians of Tulare Regional Medical Center (TRMC), where the medical staff is engaged in an unprecedented legal battle with hospital administrators. This lawsuit poses an "existential threat" to medical staff and physician independence, and is critically important to protect medical staff self-governance rights and the physician-patient relationship. The case stemmed from actions taken in 2016, when the TRMC board of directors voted to terminate its medical staff and create new medical staff bylaws in secret without input from physicians at the hospital. TRMC dictated leadership and standards of medical care, seized control of the disciplinary process without legal or factual justifications, and prohibited the terminated medical staff from voting on medical staff matters or holding leadership positions. CMA strongly believes medical decision-makers should be insulated from influence by hospital administrative staff, whose primary concern is the administrative needs of the hospital and its profitability. CMA filed pre- and post-trial amicus briefs in this case, provided financial support, and organized fundraising from medical staffs and the American Medical Association to the CMA Legal Defense Fund for the case. Because of this case, CMA has increased the capacity of the legal defense fund to protect or establish important legal rights of physicians to practice their profession and assure high-quality medical care. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | From Graham-Cassidy to the American Health Care Act, CMA helped defeat irresponsible federal legislation that would have harmed patient access to physicians and decreased health care coverage. In preparation for the federal health care reform debate, CMA adopted a set of principles to guide the association in its advocacy. Also at the federal level, CMA made sure that the Centers for Medicare & Medicaid Services (CMS) heard and understood how physicians would be impacted by proposed 2018 Medicare reporting requirements. CMS listened and made changes to significantly reduce administrative burdens for physician practices, including providing additional accommodations for small and rural practices, allowing virtual groups, and providing bonus points for physicians who treat complex patients, such as dual eligibles, who constitute nearly 40 percent of California's Medicare population. CMS now estimates that 97 percent of eligible physicians will avoid a penalty in 2020 for the 2018 reporting year, while 73 percent of physicians will be exempt from the new Medicare Merit-Based Incentive Payment System (MIPS), including those affected by recent natural disasters. CMA continues to urge CMS to further simplify the program. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 58 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 106 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stephanie Valencia | PersonNm |
| Phone | 9164445532 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 J Street | AddressLine1Txt |
| Address Line2 | Suite 200 | AddressLine2Txt |
| City | Sacramento | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Steven E Larson MD | ||||||||
| Immediate Past President through Oct 2017 | 1 | 1 | Yes (X) | Yes (X) | $56,333 | $0 | $0 | |
| Ruth E Haskins MD | ||||||||
| Past President from Oct 2016-Oct 2017 | 1 | 1 | Yes (X) | Yes (X) | $93,033 | $0 | $0 | |
| Theodore M Mazer MD | ||||||||
| President from Oct 2017-Oct 2018 | 1 | 1 | Yes (X) | Yes (X) | $88,800 | $0 | $0 | |
| Lee T Snook MD | ||||||||
| Speaker of the House | 1 | 1 | Yes (X) | Yes (X) | $53,104 | $0 | $0 | |
| Tanya W Spirtos MD | ||||||||
| Vice Speaker of the House | 1 | 1 | Yes (X) | Yes (X) | $32,900 | $0 | $0 | |
| David H Aizuss MD | ||||||||
| President Elect | 1 | 1 | Yes (X) | Yes (X) | $59,149 | $0 | $0 | |
| Robert E Wailes MD | ||||||||
| Chair of the Board | 1 | 1 | Yes (X) | Yes (X) | $33,487 | $0 | $0 | |
| Shannon Udovic-Constant MD | ||||||||
| Vice Chair of the Board | 1 | 1 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| William Tseng MD | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Marti F Baum MD | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| David Friscia MD | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| James J Strebig MD | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Peter S Richman MD | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Ronald C Thurston MD | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Ranjit S Rajpal MD | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Ralph Kingsford MD | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Donaldo Hernandez MD | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Kenneth Blumenfeld MD | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Thomas M Dailey MD | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Mark H Kogan MD | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Simpson K So MD | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| James Cotter MD | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Douglas P Brosnan MD | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Margaret Parsons MD | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Barbara Weissman MD | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| C Freeman MD | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Damodara Rajasekhar MD | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Christopher Hancock MD | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Nuriel Moghavem MD | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Diana R Shiba MD | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Catherine A Gutfreund MD | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Jeffrey Klingman MD | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Adam Dougherty MD | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Sergio R Flores MD | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Joanna Tan MD | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Robert Bitonte MD | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Jack Chou MD | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Sion Roy MD | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Rachel Ekraireb | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Dustin E Corcoran | ||||||||
| Chief Executive Officer | 35 | 2 | Yes (X) | $681,027 | $0 | $63,767 | ||
| Lance R Lewis | ||||||||
| Chief Financial Officer | 35 | 1 | Yes (X) | $341,022 | $0 | $52,363 | ||
| Francisco J Silva | ||||||||
| Senior VP and General Counsel | 35 | 0 | $293,638 | $0 | $41,119 | Yes (X) | ||
| Jay Hansen | ||||||||
| Chief Strategic Officer | 35 | 0 | $282,197 | $0 | $29,648 | Yes (X) | ||
| Janus Norman | ||||||||
| Senior VP of Government Relations | 35 | 0 | $240,446 | $0 | $31,753 | Yes (X) | ||
| Mike Steenburgh | ||||||||
| VP of Membership and Component Relations | 35 | 0 | $187,566 | $0 | $37,464 | Yes (X) | ||
| Long Do | ||||||||
| Legal Counsel | 35 | 0 | $184,580 | $0 | $39,950 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,627,282 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $296,064 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Seyfarth Shaw LLP | ||||||
| 3807 Collections Center Drive | Chicago | IL | 60693 | Legal | $127,776 | |
| California Majority Group | ||||||
| 980 Ninth Street Suite 2000 | Sacramento | CA | 95814 | Consulting | $163,000 | |
| Dimare Brown Hicks Kessler | ||||||
| 1121 L Street | Sacramento | CA | 95814 | Consulting | $131,920 | Suite 408 |
| Doll Amir & Eley LLP | ||||||
| 1888 Century Park East | Los Angeles | CA | 90067 | Legal | $369,080 | |
| John D Harwell | ||||||
| 225 Twenty-Seventh Street | Manhattan Beach | CA | 902662115 | Legal | $135,462 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 22 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $2,802,449 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $1,808,156 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $4,610,605 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Membership dues | 900099 | $12,895,473 | $12,895,473 | $0 | $0 |
| Insurance & other member programs | 900099 | $228,733 | $228,733 | $0 | $0 |
| Conference, seminars, workshops | 900099 | $192,700 | $192,700 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,316,906 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,418 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $55,418 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $35,891 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | -$35,891 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$35,891 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$35,891 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Gross Sales Of Inventory | $186,622 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $44,270 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $142,352 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $142,352 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Advertising income | 541800 | $45,228 | $0 | $45,228 | $0 |
| Administrative fees | 900099 | $161,576 | $141,476 | $20,100 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $206,804 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,296,205 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,600,734 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $65,328 | UnrelatedBusinessRevenueAmt |
| Exclusion | $19,538 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,554,985 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,063,750 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $497,904 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,187,489 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $604,962 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,951 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,003,581 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,819 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $591,419 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,568 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $528,385 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,111 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,109 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,790 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,634 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,656 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,077,384 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,734 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $531,039 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,995 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Collection Fee | Desc |
| Total | $518,614 | TotalAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,803 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,412,682 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,947,346 | BOYAmt |
| EOY | $3,182,972 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,487 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,814 | BOYAmt |
| EOY | $144,866 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,122 | BOYAmt |
| EOY | $25,045 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,891 | BOYAmt |
| EOY | $221,097 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $13,420,729 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,746,402 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,953,152 | BOYAmt |
| EOY | $6,674,327 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,315 | BOYAmt |
| EOY | $162,422 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $906,806 | BOYAmt |
| EOY | $805,454 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,650,043 | BOYAmt |
| EOY | $20,351,602 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,138,976 | BOYAmt |
| EOY | $31,567,785 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,218,411 | BOYAmt |
| EOY | $1,596,175 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,236,497 | BOYAmt |
| EOY | $8,749,569 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,443,321 | BOYAmt |
| EOY | $4,305,416 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,590,660 | BOYAmt |
| EOY | $2,128,388 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,488,889 | BOYAmt |
| EOY | $16,779,548 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,223,246 | BOYAmt |
| EOY | $14,754,719 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $426,841 | BOYAmt |
| EOY | $33,518 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,650,087 | BOYAmt |
| EOY | $14,788,237 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,138,976 | BOYAmt |
| EOY | $31,567,785 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $883,523 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,254,627 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $12,895,473 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $1,862,883 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | $0 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $1,862,883 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $4,384,461 | AggregateReportedDuesNtcAmt |
| Carried Over | $0 | CarriedOverAmt |
| Taxable | -$2,521,578 | TaxableAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,600,000 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $1,600,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $7,234,568 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,941,505 | DepreciationAmt |
| Book Value | $4,293,063 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $113,518 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $46,142 | DepreciationAmt |
| Book Value | $67,376 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $585,064 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $372,599 | DepreciationAmt |
| Book Value | $212,465 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $3,887,579 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,386,156 | DepreciationAmt |
| Book Value | $501,423 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,674,327 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Affiliate receivable | $18,767,754 |
| Deferred compensation plan asset | $1,583,848 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $20,351,602 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Deferred compensation | $1,834,337 |
| Affiliate payable | $294,051 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,128,388 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Payments For Use Of Residence | Yes (X) | PaymentsForUseOfResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dustin E Corcoran | ||||||||||||||
| Chief Executive Officer | $441,000 | $0 | $205,000 | $0 | $35,027 | $0 | $23,850 | $0 | $39,917 | $0 | $744,794 | $0 | $0 | $0 |
| Lance R Lewis | ||||||||||||||
| Chief Financial Officer | $257,800 | $0 | $55,000 | $0 | $28,222 | $0 | $23,850 | $0 | $28,513 | $0 | $393,385 | $0 | $0 | $0 |
| Francisco J Silva | ||||||||||||||
| Senior VP and General Counsel | $264,900 | $0 | $25,000 | $0 | $3,738 | $0 | $23,850 | $0 | $17,269 | $0 | $334,757 | $0 | $0 | $0 |
| Jay Hansen | ||||||||||||||
| Chief Strategic Officer | $215,000 | $0 | $40,000 | $0 | $27,197 | $0 | $20,700 | $0 | $8,948 | $0 | $311,845 | $0 | $0 | $0 |
| Janus Norman | ||||||||||||||
| Senior VP of Government Relations | $225,000 | $0 | $15,000 | $0 | $446 | $0 | $6,900 | $0 | $24,853 | $0 | $272,199 | $0 | $0 | $0 |
| Mike Steenburgh | ||||||||||||||
| VP of Membership and Component Relations | $170,000 | $0 | $16,000 | $0 | $1,566 | $0 | $15,750 | $0 | $21,714 | $0 | $225,030 | $0 | $0 | $0 |
| Long Do | ||||||||||||||
| Legal Counsel | $178,000 | $0 | $6,000 | $0 | $580 | $0 | $11,970 | $0 | $27,980 | $0 | $224,530 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 them. The CEO is reimbursed for first class airfare as part of his contract that is approved by the Board. The organization also pays for travel costs associated with officers' spouses attending the annual executive committee strategic planning retreat. |
| Schedule J, Part I, Line 4 | The following executives have participated in the 457b Plan: Dustin E Corcoran $18,000, Lance R Lewis $18,000, Jay Hansen $16,500 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, CMA does not file a 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 2017 in this PEO agreement. |
| 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 there is one class of members who shall be the members comprising the Board of Trustees of the California Medical Association. |
| Form 990, Part VI, Section A, Line 7a | The members of the governing body, 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 B, Line 11b | The IRS Form 990 and required schedules are prepared from audited financial statements and was reviewed by management before being electronically transmitted to the Board of Trustees. |
| Form 990, Part VI, Section B, Line 12c | The members of the governing body, Board of Trustees, and the Chief Executive Officers 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 instruction on conflict of interest at the new trustees orientation meeting held on an annual basis. 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 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 is also 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. |
| Form 990, Part VI, Section C, Line 19 | Copies of the governing documents, conflict of interest policy and financial statements are made available to the public upon written request. Form 990, part XII, Line 2c: The organization has an Audit Committee that assumes responsibility to oversee the Financial Statements audit process in which has not changed from year to year. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| CMA Holdings LLC | ||||||||||
| 1201 J Street | Suite 200 | Sacramento | CA | 95814 | 384002579 | Holding Company | CA | -$35,892 | $162,422 | CMA |
| Medical Society Services LLC | ||||||||||
| 1201 J Street | Suite 200 | Sacramento | CA | 95814 | 422262312 | Consulting Services | CA | $20,100 | $22 | CMA |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| California Medical Association Properties | |||||||||||
| 1201 J Street | Ste 200 | Sacramento | CA | 95814 | 946062821 | Title Holding Company | CA | 501(c) 2 | CMA | Yes (1) | |
| California Medical Association Foundation | |||||||||||
| 3835 N Freeway BLVD | Ste 100 | Sacramento | CA | 95834 | 946062822 | Charitable Foundation | CA | 501(c)3 | CMA | Yes (1) | Line 10 |
| Institute for Medical Quality | |||||||||||
| 180 Howard Street | San Francisco | CA | 94105 | 943240330 | Improving Medical Quality | CA | 501(c)3 | CMA | Yes (1) | Line 10 | |
| CALPAC - California Medical Association PAC | |||||||||||
| 1201 J Street | Suite 200 | Sacramento | CA | 95814 | 946353926 | Political Activities | CA | 527 | CMA | Yes (1) | |
| CALPAC - California Medical Association IEC | |||||||||||
| 1201 J Street | Sacramento | CA | 95814 | 680464807 | Political Activities | CA | 527 | CMA | Yes (1) | ||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PSO Services LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 J Street Suite 200 | AddressLine1Txt |
| City | Sacramento | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 812437069 | EIN |
| Primary Activities | Practice management and consulting services | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Predominant Income Type | Related | PredominantIncomeTypeTxt |
| Share Of Total Income | $33 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $33 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.33 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| California Medical Association Foundation | ||
| p | $107,236 | Actual amount of reimbursement paid to CMA Foundation. |
| California Medical Association Foundation | ||
| q | $187,084 | Actual amount reimbursed. |
| California Medical Association Properties | ||
| s | $1,069,498 | Actual amount of cash transferred. |
| Institute for Medical Quality | ||
| q | $1,339,735 | Actual amount reimbursed. |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Additional time was necessary in order to complete an accurate filing. | ExplanationTxt |