CALIFORNIA MEDICAL ASSOCIATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA MEDICAL ASSOCIATION (EIN 94-0359340)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201603209349307625
- Schema version
- 2015v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T12:29:02-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680037990 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILBERT ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2880 GATEWAY OAKS DR STE 100 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | 9165512039 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 J STREET NO 200 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 958142906 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LANCE R LEWIS | PersonNm |
| Person Title | CHIEF OPERATING OFFICER | PersonTitleTxt |
| Phone | 9165512039 | PhoneNum |
| Signature | 2016-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDA D GEERY | PreparerPersonNm |
| PTIN | P00364484 | PTIN |
| Phone | 9166466464 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | 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 NO 200 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 958142906 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,587,059 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.CMANET.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1856 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | 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 | 38 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 115 | TotalEmployeeCnt |
| Total Volunteers | 1600 | TotalVolunteersCnt |
| Total Gross UBI | $339,027 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,347,774 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,585,144 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,001,719 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,284,177 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$7,003 | PYInvestmentIncomeAmt |
| CY Investment Income | $114 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,197,523 | PYOtherRevenueAmt |
| CY Other Revenue | $639,924 | CYOtherRevenueAmt |
| PY Total Revenue | $21,540,013 | PYTotalRevenueAmt |
| CY Total Revenue | $16,509,359 | 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 | $10,242,466 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,999,302 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,726,967 | PYOtherExpensesAmt |
| CY Other Expenses | $9,305,328 | CYOtherExpensesAmt |
| PY Total Expenses | $20,969,433 | PYTotalExpensesAmt |
| CY Total Expenses | $18,304,630 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $570,580 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,795,271 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $32,328,347 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,481,093 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $19,075,535 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,087,800 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,252,812 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,393,293 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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 | PROTECTING PUBLIC HEALTH-ACTING ON BEHALF OF ITS MORE THAN 41,000 MEMBERS, WHO BELIEVE THAT PROTECTING PUBLIC HEALTH IS A BATTLE WORTH FIGHTING, THE CALIFORNIA MEDICAL ASSOCIATION (CMA) JOINED THE AMERICAN HEART ASSOCIATION, AMERICAN LUNG ASSOCIATION IN CALIFORNIA, AMERICAN CANCER SOCIETY CANCER ACTION NETWORK, SEIU CALIFORNIA AND DOZENS OF OTHER HEALTH CARE ADVOCATES ACROSS THE STATE AS A MEMBER OF THE SAVE LIVES CALIFORNIA COALITION. THE COALITION IS DEDICATED TO PASSING A $2-PER-PACK TOBACCO TAX INCREASE IN CALIFORNIA TO SAVE LIVES AND REDUCE TEEN SMOKING. ADDITIONALLY, CMA WORKED WITH SACRAMENTO PEDIATRICIAN AND STATE SENATOR RICHARD PAN, M.D., TO SPONSOR LEGISLATION TO ELIMINATE "PERSONAL BELIEF" EXEMPTIONS FROM SCHOOL VACCINATIONS. CMA JOINED FORCES WITH THE AMERICAN ACADEMY OF PEDIATRICS, CALIFORNIA, THE CALIFORNIA IMMUNIZATION COALITION; VACCINATE CALIFORNIA AND THE HEALTH OFFICERS ASSOCIATION OF CALIFORNIA TO LAUNCH THE GRASSROOTS "I HEART IMMUNITY" COALITION. THE BILL PASSED WITH BROAD BIPARTISAN SUPPORT AND WAS SIGNED INTO LAW, TAKING EFFECT IN 2016. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROTECTING THE PRACTICE OF MEDICINE-THROUGHOUT 2015, CMA DEDICATED NUMEROUS RESOURCES TO THE SUCCESSFUL DEFEAT OF SEVERAL SCOPE-OF-PRACTICE EXPANSION ATTEMPTS BEFORE THE STATE LEGISLATURE. EACH OF THE BILLS CLAIMED TO BE A SOLUTION TO CALIFORNIA'S ACCESS TO CARE CRISIS, BUT, IN REALITY, POSED A VERY REAL DANGER TO PATIENTS. CMA STRONGLY BELIEVES THAT SIMPLY EXPANDING THE SCOPE OF PRACTICE OF ALLIED HEALTH PRACTITIONERS TO GIVE THEM INDEPENDENT AND/OR EXPANDED PRACTICE WILL DO NOTHING TO IMPROVE ACCESS TO CARE OR QUALITY OF CARE IN OUR STATE. ALLOWING PRACTITIONERS TO PERFORM PROCEDURES THEY SIMPLY AREN'T TRAINED TO DO CAN ONLY LEAD TO UNPREDICTABLE OUTCOMES, HIGHER COSTS AND GREATER FRAGMENTATION OF CARE. THE MEASURES CMA DEFEATED INCLUDE THESE DANGEROUS BILLS: SB 323: WOULD HAVE ALLOWED NURSE PRACTITIONERS TO PRACTICE INDEPENDENTLY AND PRESCRIBE DRUGS WITHOUT PHYSICIAN OVERSIGHT. SB 622: WOULD HAVE ALLOWED OPTOMETRISTS TO PERFORM AN ARRAY OF SUPPLEMENTARY PROCEDURES WITH LITTLE ADDITIONAL TRAINING. THAT MEASURE WOULD HAVE PERMITTED OPTOMETRISTS TO PERFORM SCALPEL SURGERIES, LASER SURGERIES AND INTRAOCULAR INJECTIONS. SB 538: WOULD HAVE ALLOWED NATUROPATHS TO PERFORM, REVIEW AND INTERPRET THE RESULTS OF DIAGNOSTIC PROCEDURES, INCLUDING BUT NOT LIMITED TO VENIPUNCTURE, ELECTROCARDIOGRAMS AND DIAGNOSTIC IMAGING. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEDICARE PAYMENT REFORM-CMA WAS INTEGRAL IN THE 2015 PASSAGE OF FEDERAL LEGISLATION TO REFORM THE BADLY BROKEN MEDICARE PHYSICIAN PAYMENT SYSTEM. THIS LEGISLATION IS WORTH BILLIONS OF DOLLARS TO PHYSICIANS NATIONWIDE OVER THE COMING DECADE. FOR NEARLY TWO DECADES, PHYSICIANS HAVE HAD TO WORK WITH THE ANNUAL THREAT OF MASSIVE CUTS TO MEDICARE HANGING OVER THEIR HEADS FROM THE SUSTAINABLE GROWTH RATE (SGR) FORMULA, AND CMA, ALONG WITH THE AMERICAN MEDICAL ASSOCIATION AND OTHER HEALTH CARE ORGANIZATIONS, HAD BEEN FIGHTING TO END THE SGR FOR 12 YEARS. EVEN IN THE FACE OF THE MOST VIRULENT CONGRESSIONAL PARTISANSHIP IN OUR HISTORY, A BIPARTISAN SOLUTION WAS REACHED AND OVERWHELMINGLY PASSED BOTH HOUSES IN APRIL 2015. THE BILL, KNOWN AS MACRA (THE MEDICARE ACCESS AND CHIP REAUTHORIZATION ACT OF 2015) PERMANENTLY REPEALS THE SGR FORMULA AND STABILIZES MEDICARE PAYMENTS FOR PHYSICIAN SERVICES, WITH AUTOMATIC ANNUAL 0.5 PERCENT INCREASES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | 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 |
| IRP Document | 47 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 115 | 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 | 38 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | 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 |
| Other | Yes (X) | OtherInd |
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 SUITE 200 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DOUGLAS P BROSNAN MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM TSENG MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID FRISCIA MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET PARSONS MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA WEISSMAN MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| C FREEMAN MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER HANCOCK MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NURIEL MOGHAVEM | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOANNA TAN MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JERRY ABRAHAM MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TANYA W SPIRTOS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VICTOR C CHING MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES T STREBIG MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JACK CHOU MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER S RICHMAN MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD C THURSTON MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VIRGIL M AIROLA MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RALPH KINGFORD MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALDO HERNANDEZ MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS M DAILEY MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHANNON UDOVIC-CONSTANT MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK H KOGAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SIMPSON K SO MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES C COTTER MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD S BAKER MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SERGIO R FLORES MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT G PUGACH MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HOWARD R KRAUSS MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT A BITONTE MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE A GUTFREUND MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANUPAM GUPTA MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LUTHER F COBB MD | ||||||||
| IMMEDIATE PAST PRESIDENT | 1.00 | Yes (X) | $92,486 | $0 | $0 | 1.00 | Yes (X) | |
| STEVEN LARSON MD | ||||||||
| PRESIDENT | 1.00 | Yes (X) | $89,000 | $0 | $0 | 1.00 | Yes (X) | |
| RUTH HASKINS MD | ||||||||
| PRESIDENT ELECT | 1.00 | Yes (X) | $16,681 | $0 | $0 | 1.00 | Yes (X) | |
| THEODORE M MAZER MD | ||||||||
| SPEAKER, HOUSE OF DELEGATES | 1.00 | Yes (X) | $35,500 | $0 | $0 | 1.00 | Yes (X) | |
| LEE T SNOOK MD | ||||||||
| VICE-SPEAKER, HOUSE OF DELEGATES | 1.00 | Yes (X) | $30,700 | $0 | $0 | 1.00 | Yes (X) | |
| DAVID H AIZUSS MD | ||||||||
| CHAIR, BOARD OF TRUSTEES | 1.00 | Yes (X) | $41,575 | $0 | $0 | 1.00 | Yes (X) | |
| ROBERT E WAILES MD | ||||||||
| VICE-CHAIR, BOARD OF TRUSTEES | 1.00 | Yes (X) | $24,239 | $0 | $0 | 1.00 | Yes (X) | |
| RICHARD E THORPE MDTHRU 1015 | ||||||||
| FORMER IMMEDIATE PAST PRESIDENT | 1.00 | Yes (X) | $56,546 | $0 | $0 | Yes (X) | ||
| DUSTIN CORCORAN | ||||||||
| EXECUTIVE VP/CEO | 34.00 | $515,487 | $0 | $77,096 | 2.00 | Yes (X) | ||
| LANCE R LEWIS | ||||||||
| CHIEF OPERATING OFFICER | 35.00 | $267,317 | $0 | $46,322 | 1.00 | Yes (X) | ||
| JAY HANSEN | ||||||||
| CHIEF STRATEGY OFFICER | 35.00 | $224,600 | $0 | $44,255 | Yes (X) | |||
| FRANCISCO SILVA | ||||||||
| GENERAL COUNSEL | 35.00 | $279,900 | $0 | $40,018 | 1.00 | Yes (X) | ||
| JANUS NORMAN | ||||||||
| VP OF GOVERNMENT RELATIONS | 35.00 | $230,000 | $0 | $29,758 | Yes (X) | |||
| PAUL G HEGYI | ||||||||
| VP OF MEMBERSHIP & PUBLIC AFFAIRS | 35.00 | $221,000 | $0 | $28,124 | Yes (X) | |||
| LONG DO | ||||||||
| ATTORNEY | 35.00 | $174,003 | $0 | $37,947 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,299,034 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $303,520 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 24 | 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 |
|---|---|---|---|---|---|
| QUEST | |||||
| PO BOX 41039 | SACRAMENTO | CA | 95841 | IT CONSULTING | $356,693 |
| MARRIOTT BUSINESS SERVICES | |||||
| PO BOX 402642 | ATLANTA | GA | 30384 | EVENT HOSTING | $299,870 |
| LOEWS HOLLYWOOD HOTEL | |||||
| 1755 N HIGHLAND AVENUE | HOLLYWOOD | CA | 90028 | EVENT HOSTING | $298,192 |
| MERCURY PUBLIC AFFAIRS LLC | |||||
| 437 MADISON AVENUE 9TH FLOOR | NEW YORK | NY | 10022 | CONSULTING | $239,720 |
| W COLSTON LEIGH INC | |||||
| 92 EAST MAIN STREET STE 200 | SOMERVILLE | NJ | 08876 | KEYNOTE SPEAKERS | $222,630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,666,731 | RelatedOrganizationsAmt |
| All Other Contributions | $918,413 | AllOtherContributionsAmt |
| Total Contributions | $2,585,144 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $12,107,379 | $12,107,379 |
| CONFERENCE REGISTRATION & EXHIBIT | 900099 | $644,228 | $644,228 |
| INSURANCE & OTHER PROGRAMS | 900099 | $532,570 | $532,570 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,284,177 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $114 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $114 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $275,470 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $275,470 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $275,470 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $275,470 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $230,261 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $77,700 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $152,561 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $152,561 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MISCELLANEOUS | 900099 | $148,336 | $148,336 | |
| ADVERTISING | 900099 | $63,557 | $63,557 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $211,893 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,509,359 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,585,188 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $339,027 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,292,949 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,615,523 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $516,699 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,008,603 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $565,528 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,000 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,960 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $757,293 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $594,932 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,309 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $824,128 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,331 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,769 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $574,498 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,670,737 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,987 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $674,430 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,546 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PHYSICIANS ISSUES COMMI | $1,000,000 |
| ADF CONTRIBUTION | $828,900 |
| MICRA EXPENSES | $519,000 |
| COLLECTION FEE | $416,240 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,268 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,304,630 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,098,962 | BOYAmt |
| EOY | $2,727,635 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $25,266 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,646 | BOYAmt |
| EOY | $372,375 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,889 | BOYAmt |
| EOY | $26,399 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $466,160 | BOYAmt |
| EOY | $229,572 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $13,446,761 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,002,729 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,692,424 | BOYAmt |
| EOY | $7,444,032 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,215,473 | BOYAmt |
| EOY | $936,959 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,623,793 | BOYAmt |
| EOY | $15,718,855 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,328,347 | BOYAmt |
| EOY | $27,481,093 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,953,188 | BOYAmt |
| EOY | $1,687,878 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,778,623 | BOYAmt |
| EOY | $5,202,385 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,733,724 | BOYAmt |
| EOY | $4,587,348 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,610,000 | BOYAmt |
| EOY | $4,320,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $290,189 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,075,535 | BOYAmt |
| EOY | $16,087,800 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,226,332 | BOYAmt |
| EOY | $11,393,293 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,480 | BOYAmt |
| EOY | $0 | 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 | $13,252,812 | BOYAmt |
| EOY | $11,393,293 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,328,347 | BOYAmt |
| EOY | $27,481,093 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,795,271 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$64,248 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
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 | $12,107,379 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $1,918,993 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $1,918,993 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $3,995,435 | AggregateReportedDuesNtcAmt |
| Taxable | -$2,076,442 | TaxableAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,600,000 | OtherCostOrOtherBasisAmt |
| Book Value | $1,600,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,202,015 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,555,539 | DepreciationAmt |
| Book Value | $4,646,476 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $305,084 | OtherCostOrOtherBasisAmt |
| Depreciation | $217,644 | DepreciationAmt |
| Book Value | $87,440 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,365,426 | OtherCostOrOtherBasisAmt |
| Depreciation | $747,135 | DepreciationAmt |
| Book Value | $618,291 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,974,236 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,482,411 | DepreciationAmt |
| Book Value | $491,825 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,444,032 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AFFILIATE RECEIVABLE | Desc |
| Book Value | $15,718,855 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $15,718,855 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION | Desc |
| Amt | $290,189 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $290,189 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,699,971 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$64,248 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$64,248 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,764,219 | RevenueSubtotalAmt |
| Other Revenues Not Included | $745,140 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $745,140 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,509,359 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,559,490 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $17,559,490 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $745,140 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $745,140 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,304,630 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COLLECTION FEE NETTED WITH MEMBERSHIP DUES 416,240. MICRA CONTRIBUTION EXPENSE NETTED WITH CONTRIBUTION REVENUE 328,900. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | COLLECTION FEE NETTED WITH MEMBERSHIP DUES 416,240. MICRA CONTRIBUTION EXPENSE NETTED WITH CONTRIBUTION REVENUE 328,900. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 CORCORAN | ||||||||||||||
| EXECUTIVE VP/CEO | $400,000 | $0 | $100,000 | $0 | $15,487 | $0 | $41,850 | $0 | $35,246 | $0 | $592,583 | $0 | $0 | $0 |
| LANCE R LEWIS | ||||||||||||||
| CHIEF OPERATING OFFICER | $237,717 | $0 | $20,000 | $0 | $9,600 | $0 | $23,195 | $0 | $23,127 | $0 | $313,639 | $0 | $0 | $0 |
| JAY HANSEN | ||||||||||||||
| CHIEF STRATEGY OFFICER | $204,875 | $0 | $10,000 | $0 | $9,725 | $0 | $35,850 | $0 | $8,405 | $0 | $268,855 | $0 | $0 | $0 |
| FRANCISCO SILVA | ||||||||||||||
| GENERAL COUNSEL | $259,900 | $0 | $20,000 | $0 | $0 | $0 | $23,850 | $0 | $16,168 | $0 | $319,918 | $0 | $0 | $0 |
| JANUS NORMAN | ||||||||||||||
| VP OF GOVERNMENT RELATIONS | $218,333 | $0 | $10,000 | $0 | $1,667 | $0 | $6,900 | $0 | $22,858 | $0 | $259,758 | $0 | $0 | $0 |
| PAUL G HEGYI | ||||||||||||||
| VP OF MEMBERSHIP & PUBLIC AFFAIRS | $221,000 | $0 | $0 | $0 | $0 | $0 | $19,890 | $0 | $8,234 | $0 | $249,124 | $0 | $0 | $0 |
| LONG DO | ||||||||||||||
| ATTORNEY | $172,000 | $0 | $0 | $0 | $2,003 | $0 | $15,480 | $0 | $22,467 | $0 | $211,950 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES CONSIST OF THE PRESIDENT, AS CHAIR, THE PRESIDENT-ELECT, CHAIR OF THE BOARD OF TRUSTEES, VICE-CHAIR OF THE BOARD OF TRUSTEES, SPEAKER OF THE HOUSE OF DELEGATES, VICE-SPEAKER OF THE HOUSE OF DELEGATES AND THE IMMEDIATE PAST-PRESIDENT. THIS COMMITTEE HAS THE POWER AND AUTHORITY TO TRANSACT ASSOCIATION BUSINESS OF AN EMERGENCY OR UNUSUAL NATURE BETWEEN BOARD OF TRUSTEES MEETINGS, IN CONSONANCE WITH STATED BOARD OF TRUSTEES AND HOUSE DELEGATES POLICY. |
| FORM 990, PART VI, SECTION A, LINE 2 | DUSTIN CORCORAN, CHIEF EXECUTIVE OFFICER, AND LANCE LEWIS, CHIEF OPERATING OFFICER, HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS MEMBERS. |
| 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. THE BYLAWS AUTHORIZE THE HOUSE OF DELEGATES AS A SINGLE CLASS OF VOTING MEMBERS TO ACT ON BEHALF OF THE MEMBERS OF THE CORPORATION PURSUANT TO THE SECTION 7152 OF THE CALIFORNIA NON-PROFIT MUTUAL BENEFIT CORPORATION CODE. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE IRS FORM 990 AND REQUIRED SCHEDULES ARE PREPARED FROM AUDITED FINANCIAL STATEMENTS AND 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 ANNUALLY FILE CONFLICT OF INTEREST DISCLOSURE STATEMENTS WITH THE CORPORATION. COMPLETE COPIES OF THE CONFLICT OF INTEREST 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 ANNUALY. 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 SALARY DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT OTHER NON-PROFIT TRADE 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. THE COMPENSATION DATA WAS OBTAINED FROM SURVEYS CONDUCTED BY INDEPENDENT THIRD PARTIES. 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 DETERMINED USING SALARY DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT OTHER NON-PROFIT TRADE 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 FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT, AND THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | 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 | HOLDING COMPANY | CA | 501(C)2 | CALIFORNIA MEDICAL ASSOCIATION | 0 | |
| CALIFORNIA MEDICAL ASSOCIATION FOUNDATION | ||||||||||
| 3835 N FREEWAY BLVD STE 100 | SACRAMENTO | CA | 95834 | 946062822 | CHARITABLE FOUNDATION | CA | 501(C)3 | CALIFORNIA MEDICAL ASSOCIATION | 0 | LINE 9 |
| INSTITUTE FOR MEDICAL QUALITY | ||||||||||
| 180 HOWARD STREET | SAN FRANCISCO | CA | 94105 | 943240330 | IMPROVING MEDICAL QUALITY | CA | 501(C)3 | CALIFORNIA MEDICAL ASSOCIATION | 0 | LINE 9 |
| 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 | 0 | 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 (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| INSTITUTE FOR MEDICAL QUALITY | ||
| N | $6,449 | ACTUAL AMOUNT |
| INSTITUTE FOR MEDICAL QUALITY | ||
| O | $85,733 | ACTUAL AMOUNT |
| INSTITUTE FOR MEDICAL QUALITY | ||
| Q | $1,353,563 | ACTUAL AMOUNT |
| CALIFORNIA MEDICAL ASSOCIATION PROPERTIES | ||
| R | $828,900 | ACTUAL AMOUNT |
| CALIFORNIA MEDICAL ASSOCIATION PROPERTIES | ||
| S | $1,539,306 | ACTUAL AMOUNT |
| CALIFORNIA MEDICAL FOUNDATION | ||
| S | $121,125 | ACTUAL AMOUNT |