Civic Intelligence

California Medical Association Foundation

990 • Fiscal year 2013 • EIN 94-6062822

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 12, 2014

Organization Profilewww.thecmafoundation.org
3840 Rosin Court95834

(916) 779-6620

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

50th percentile

0.12x

Higher debt load relative to assets than 50% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

71st percentile

0.36x

Higher debt load relative to revenue than 71% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

2nd percentile

-138%

Higher net margin than 2% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

96th percentile

$341,775

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 38.9% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

5th percentile

-23%

Faster asset growth than 5% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

5th percentile

-48%

Faster revenue growth than 5% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$2,600,584

Down $784,858 (-23%) from 2012

Net Assets

Down

$2,288,196

Down $919,745 (-29%) from 2012

Liabilities

Up

$312,388

Up $134,887 (+76%) from 2012

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin2nd percentile

Revenue

Down

$878,570

Down $808,637 (-48%) from 2012

Expenses

Down

$2,088,692

Down $416,625 (-17%) from 2012

Net Income

Down

-$1,210,122

Down $392,012 (-48%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0Assets 2010: $3,610,742Liabilities 2010: $126,896Net Assets 2010: $3,483,8462010Assets 2011: $3,352,619Liabilities 2011: $146,538Net Assets 2011: $3,206,0812011Assets 2012: $3,385,442Liabilities 2012: $177,501Net Assets 2012: $3,207,9412012Assets 2013: $2,600,584Liabilities 2013: $312,388Net Assets 2013: $2,288,1962013Assets 2014: $2,296,099Liabilities 2014: $337,522Net Assets 2014: $1,958,5772014Assets 2015: $1,949,268Liabilities 2015: $330,554Net Assets 2015: $1,618,7142015Assets 2016: $1,566,584Liabilities 2016: $114,847Net Assets 2016: $1,451,7372016Assets 2017: $1,530,311Liabilities 2017: $177,593Net Assets 2017: $1,352,7182017Assets 2018: $1,432,804Liabilities 2018: $619,160Net Assets 2018: $813,6442018Assets 2019: $28,278,898Liabilities 2019: $25,790,587Net Assets 2019: $2,488,3112019Assets 2020: $48,206,065Liabilities 2020: $45,121,926Net Assets 2020: $3,084,1392020Assets 2021: $66,984,329Liabilities 2021: $61,735,675Net Assets 2021: $5,248,6542021Assets 2022: $75,055,033Liabilities 2022: $66,959,094Net Assets 2022: $8,095,9392022Assets 2023: $77,234,425Liabilities 2023: $68,158,187Net Assets 2023: $9,076,2382023Assets 2024: $80,412,396Liabilities 2024: $72,580,334Net Assets 2024: $7,832,0622024

Highlighted filing

2013

Assets$2,600,584
Liabilities$312,388
Net Assets$2,288,196
Open 2013 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $2,067,6342010Expenses 2011: $2,171,2932011Revenue 2012: $1,687,207Expenses 2012: $2,505,317Net Income 2012: -$818,1102012Revenue 2013: $878,570Expenses 2013: $2,088,692Net Income 2013: -$1,210,1222013Revenue 2014: $1,902,292Expenses 2014: $2,223,265Net Income 2014: -$320,9732014Revenue 2015: $1,015,103Expenses 2015: $1,187,977Net Income 2015: -$172,8742015Revenue 2016: $830,762Expenses 2016: $1,067,637Net Income 2016: -$236,8752016Revenue 2017: $403,051Expenses 2017: $660,843Net Income 2017: -$257,7922017Revenue 2018: $526,414Expenses 2018: $904,280Net Income 2018: -$377,8662018Revenue 2019: $4,249,378Expenses 2019: $2,780,017Net Income 2019: $1,469,3612019Revenue 2020: $3,254,864Expenses 2020: $2,745,023Net Income 2020: $509,8412020Revenue 2021: $7,032,700Expenses 2021: $5,028,765Net Income 2021: $2,003,9352021Revenue 2022: $9,341,016Expenses 2022: $6,170,791Net Income 2022: $3,170,2252022Revenue 2023: $6,690,287Expenses 2023: $6,013,319Net Income 2023: $676,9682023Revenue 2024: $4,121,677Expenses 2024: $5,598,162Net Income 2024: -$1,476,4852024

Highlighted filing

2013

Revenue$878,570
Expenses$2,088,692
Net Income-$1,210,122
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 12, 2014
Return Version
2013v3.1
Gross Receipts
$1,084,390
Mission and Program Overview

Mission

The Foundation champions improved individual and community health through a partnership of leaders in medicine, related health professions and the community. The Foundation acts as a bridge linking physicians to their communities. We work in collaboration with all of our many partners to achieve significant improvement in key health issues. We receive funding for our projects through physician, corporate, and foundation support.

The Foundation champions improved individual and community health through a partnership of leaders in medicine, related health professions and the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,661,106$2,063,645▼ $597,461
Pledges and Grants Receivable$173,498$350,418▲ $176,920
Cash and Non-Interest-Bearing Accounts$206,025$107,634▼ $98,391
Land, Buildings, and Equipment, Net$43,851$64,338▲ $20,487
Prepaid Expenses and Deferred Charges$24,617$14,346▼ $10,271
Savings and Temporary Cash Investments$276,345$203▼ $276,142
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$3,385,442$2,600,584▼ $784,858
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$177,501$257,388▲ $79,887
Deferred Revenue-$55,000-
Total Liabilities$177,501$312,388▲ $134,887
Net Assets / Fund Balance
Unrestricted Net Assets$1,278,646$990,084▼ $288,562
Temporarily Rstr Net Assets$1,320,139$688,956▼ $631,183
Permanently Rstr Net Assets$609,156$609,156→ $0
Total Net Assets Fund Balance$3,207,941$2,288,196▼ $919,745
Total Liabilities and Net Assets / Fund Balance$3,385,442$2,600,584▼ $784,858

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$29,543$59,848$89,391
Other Land Buildings$34,795$39,956$74,751
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carol A Lee MA JDPast Pres/CEOFT$287,027-$287,027
Michael Steenburgh CEODirector--$150,000$150,000

Board Members and Trustees

NameTitle
David Holley MDChair
Francis J Crosson MDVice Chair
Anmol Mahal MDDirector
Dev Gnanadev MDDirector
Dexter Louie MD MPA JDDirector
Dustin CorcoranDirector
Dustin WailesDirector
J Mario Molina MDDirector
James T Hay MDDirector
Lisa FolbergDirector
Paul CarrollDirector
Raquel AriasDirector
Robert Wailes MDDirector
Scott SyphaxDirector
Diana Ramos MDSecretary/Treas

Highest Paid Contractors

ContractorServicesLocationCompensation
TriNet HR CorporationHR Consultants-$1,188,635
Revenue and Support

Revenue Composition

Contributions and Grants
$794,989
Program Service Revenue
$0
Investment Income
$57,199
Other Revenue
$26,382
All Other Contributions
$671,810
Change in Net Assets
$-1,210,122

Audited Revenue Reconciliation

Revenue per Audited Statements
$851,245
Revenue Not Reported on Financial Statements
$27,325
Revenue Not Reported on Form 990
$290,377
Total Revenue per Audited Statements
$1,141,622
Total Revenue per Form 990
$878,570
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,301,912
Other Expenses$786,780
Total Fundraising Expense$239,353
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$408,115$200,196$107,874$716,185
Current Officers, Directors, Trustees, and Key Employees$163,561$80,233$43,233$287,027
Fees for Services Other$228,963-$1,000$229,963
Other Employee Benefits$128,901$63,231$34,072$226,204
Travel$108,942$8,095$20,699$137,736
Occupancy$66,213$44,646$6,096$116,955
Payroll Taxes$41,312$20,264$10,920$72,496
Conferences and Meetings$13,949$35,455$2,479$51,883
Office Expenses$17,666$8,131$2,435$28,232
Fees for Service Investment Mgmnt Fees-$27,325-$27,325
Insurance$9,462$4,380$1,116$14,958
Fees for Services Accounting$2,960$10,640-$13,600
All Other Expenses$6,654$5,620$115$12,389
Other Expenses$10,025$778$939$11,742
Depreciation Depletion$6,256$3,069$1,795$11,120
Advertising$5,409$453$512$6,374
Total Functional Expenses$1,332,535$516,804$239,353$2,088,692

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,088,692
Expenses per Audited Statements$2,061,367
Total Expenses per Audited Statements$2,061,367
Expenses Not Reported on Financial Statements$27,325
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$205,820
Fundraising Gross Income$85,296
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$208,475$85,296$205,820$-120,524
Total Events$208,475$85,296$205,820$-120,524
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“Board members issue memorandums and recommendations”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is prepared by a firm of certified public accountants and reviewed by management and each member of the board of directors prior to filing and, all questions and comments are answered and resolved prior to filing.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The executive committee of the board of directors determines the President and CEO's compensation based on performance and comparability data.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents and Form 990 are available for review at the Foundation's business offices.”

Filing and Contact Details

Filer

EIN
94-6062822
Phone
9167796620

Signing Officer

Name
Tom Marx
Title
Director of Finance
Signed
2014-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Folberg
Formed
1963
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
13
Employees
20
Volunteers
282

Preparer

Preparer
Steven J Olds CPA
Phone
9168581680
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: Other Program Services:Awards, Grants, Scholarships - Donor restricted funds have been established to provide programs to recognize outstanding accomplishments and leadership achievement. The Robert D. Sparks, MD Leadership Award is given annually to an individual or organization that has demonstrated extraordinary interest in and efforts to improve community health, consistent with the mission of the CMA Foundation, which champions improved individual and community health through a partnership of leaders in medicine, related health professions and the community.Fiscal Sponsor - The CMA Foundation provides management assistance to a limited number of nonprofit organizations that provide health related services in their California communities, but have not yet received tax exempt status, allowing them to receive donations to further their work which is consistent with the mission of CMA Foundation.”

Financial Statement Notes

Part X : FIN48 Footnote

“The preparation of financial statements in conformity with accounting principles generally accepted in the United States of America requires the Foundation to report information regarding its exposure to various tax positions taken by the Foundation. The Foundation has determined whether any tax positions have met the recognition threshold and have measured the exposure to those tax positions. Management believes that the Foundation has adequately addressed all relevant tax positions and that there are no unrecorded tax liabilities. Federal and state tax authorities generally have the right to examine and audit the previous three years of tax returns filed. Any interest or penalties assessed to the Foundation are recorded in operating expenses. No interest or penalties from federal or state tax authorities were recorded in the accompanying financial statements.”

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IRS990/Form990PartVIISectionAGrp/PersonNm13Raquel Arias
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IRS990/Form990PartVIISectionAGrp/PersonNm15Dev Gnanadev MD
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IRS990/MissionDesc0The Foundation champions improved individual and community health through a partnership of leaders in medicine, related health professions and the community. The Foundation acts as a bridge linking physicians to their communities. We work in collaboration with all of our many partners to achieve significant improvement in key health issues. We receive funding for our projects through physician, corporate, and foundation support.
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IRS990/OtherExpensesGrp/Desc2Telephone & Website
IRS990/OtherExpensesGrp/Desc3Postage and Shipping
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IRS990/OtherExpensesGrp/FundraisingAmt11360
IRS990/OtherExpensesGrp/FundraisingAmt2939
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IRS990/OtherExpensesGrp/ProgramServicesAmt221563
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IRS990/PrincipalOfficerNm0Lisa Folberg
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IRS990/ProgSrvcAccomActy2Grp/Desc0Physician Education:Cervical Cancer/HPV - Leadership Partner on national campaign to eliminate cervical cancer APHA Annual Meeting Program Presentation highlighting the CMA Foundation's role to engage ethnic communities to reduce cervical cancer. Information is provided to physicians through newsletters and programs such CalHIPSO, Cervical Cancer, and the Leadership Academy. CMA Foundation's Cervical Cancer Free California Campaign initiated a partnership to bring together ethnic media and health care professionals to raise awareness about ways to prevent cervical cancer.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Other Program Services:Awards, Grants, Scholarships - Donor restricted funds have been established to provide programs to recognize outstanding accomplishments and leadership achievement. The Robert D. Sparks, MD Leadership Award is given annually to an individual or organization that has demonstrated extraordinary interest in and efforts to improve community health, consistent with the mission of the CMA Foundation, which champions improved individual and community health through a partnership of leaders in medicine, related health professions and the community.Fiscal Sponsor - The CMA Foundation provides management assistance to a limited number of nonprofit organizations that provide health related services in their California communities, but have not yet received tax exempt status, allowing them to receive donations to further their work which is consistent with the mission of CMA Foundation.
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Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,600,584
Liabilities
$312,388
Net assets
$2,288,196
Revenue
$878,570
Expenses
$2,088,692
Net income
-$1,210,122
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$80.4$72.6$7.83$4.12$5.60$1.48
2023Summary only. Only limited summary data is available for this year.$77.2$68.2$9.08$6.69$6.01$0.68
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$75.1$67.0$8.10$9.34$6.17$3.17
2021Summary only. Only limited summary data is available for this year.$67.0$61.7$5.25$7.03$5.03$2.00
2020Summary only. Only limited summary data is available for this year.$48.2$45.1$3.08$3.25$2.75$0.51
2019Summary only. Only limited summary data is available for this year.$28.3$25.8$2.49$4.25$2.78$1.47
2018Summary only. Only limited summary data is available for this year.$1.43$0.62$0.81$0.53$0.90$0.38
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.18$1.35$0.40$0.66$0.26
2016Summary only. Only limited summary data is available for this year.$1.57$0.11$1.45$0.83$1.07$0.24
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.33$1.62$1.02$1.19$0.17
2014Detailed filing. Detailed filing data is available for this year.$2.30$0.34$1.96$1.90$2.22$0.32
2013Detailed filing. Detailed filing data is available for this year.$2.60$0.31$2.29$0.88$2.09$1.21
2012Summary only. Only limited summary data is available for this year.$3.39$0.18$3.21$1.69$2.51$0.82
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.35$0.15$3.21$2.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.61$0.13$3.48$2.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $1M-$5M nonprofits