2025-11-12T11:30:55-06:00 2024-12-31 952662063 ROGERS ANDERSON MALODY & SCOTT LLP 735 E CARNEGIE DR STE 100 SAN BERNARDINO CA 92408 990 2024-01-01 951878903 SAN BERNARDINO CO MEDICAL SOCIETY INC SANB 9092736000 1859 W REDLANDS BLVD BLDG 7A REDLANDS CA 92373 ALISON ELSNER CHIEF EXECUTIVE OFFICER 9092736000 2025-11-07 1 1 LEENA SHANBHAG CPA MST CGMA P00807571 9098890871 2024 2025-03-06 01:10:19Z ALISON ELSNER 1859 W REDLANDS BLVD BLDG 7A REDLANDS CA 92373 717833 0 X WWW.SBCMS.ORG X 1984 CA THE SAN BERNARDINO COUNTY MEDICAL SOCIETY IS A PROFESSIONAL PHYSICIAN MEMBERSHIP ORGANIZATION REPRESENTING 2,800 MEMBERS. THE MEMBERSHIP CONSISTS OF MEDICAL DOCTORS AND DOCTORS OF OSTEOPATHY REPRESENTING ALL MEDICAL SPECIALTIES, AS WELL AS RESIDENTS IN TRAINING AND MEDICAL STUDENTS IN SAN BERNARDINO COUNTY. ITS PURPOSE IS TO PROMOTE THE SCIENCE AND ART OF MEDICINE, THE CARE OF WELL-BEING OF PATIENTS, THE PROTECTION OF THE PUBLIC HEALTH AND TO PROMOTE THE BETTERMENT OF THE MEDICAL PROFESSION. 27 27 4 0 88510 0 361702 520720 171667 135629 42674 26996 41146 33615 617189 716960 0 0 0 0 411382 456314 0 0 0 222245 251187 633627 707501 -16438 9459 1891163 2526479 219232 781092 1671931 1745387 X THE PURPOSE OF THE SOCIETY IS TO PROMOTE THE SCIENCE AND ART OF MEDICINE, THE CARE AND WELL-BEING OF PATIENTS, THE PROTECTION OF THE PUBLIC HEALTH, AND THE BETTERMENT OF THE MEDICAL PROFESSION; TO COOPERATE WITH ORGANIZATIONS OF LIKE PURPOSES; AND TO UNITE WITH SIMILAR SOCIETIES IN THE STATE OF CALIFORNIA AS COMPONENT SOCIETIES OF THE CALIFORNIA MEDICAL ASSOCIATION. 0 0 REVIEW MEDICAL ARTICLES MAINTAIN A MEDICAL MUSEUM AND LIBRARY CONSERVE AND PROTECT THE PUBLIC HEALTH PROMOTE THE BETTERMENT OF THE MEDICAL PROFESSION 0 1 0 1 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 8 0 1 4 1 1 1 0 0 0 0 0 0 0 X 27 27 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 CA X ALISON ELSNER 9092736000 1859 W REDLANDS BLVD BLDG 7A REDLANDS CA 92373 TAREK MOQATTASH MD IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 RAHUL NAYYAR MD PRESIDENT-ELECT 1.00 X X 0 0 0 ALEX MCDONALD MD VICE PRESIDENT 2.00 X X 0 0 0 TERESA FRAUSTO MD DIRECTOR 1.00 X 0 0 0 CHAD VERCIO MD DIRECTOR 1.00 X 0 0 0 JOHNNY NEGUSSE MD DIRECTOR 0.25 X 0 0 0 SAMIR NAYYAR MD DIRECTOR 0.30 X 0 0 0 DEV GNANADEV MD DIRECTOR 3.00 X 0 0 0 MARTI BAUM MD DIRECTOR 3.00 X 0 0 0 WILLIAM JIH MD PRESIDENT 3.00 X X 0 0 0 SONIA NAYYAR MD DIRECTOR 0.30 X 0 0 0 ALBERTO E YANEZ MD DIRECTOR 0.25 X 0 0 0 SHANTHARAM PAI MD TREASURER 0.30 X X 0 0 0 MICHAEL SEQUEIRA MD DIRECTOR 0.30 X 0 0 0 STEVE LEE DO DIRECTOR 1.00 X 0 0 0 ED DIGIAMARINOMD DIRECTOR 0.25 X 0 0 0 SHARON WANGDO SECRETARY 0.30 X X 0 0 0 CAROL HAN DO DIRECTOR 0.30 X 0 0 0 WADSWORTH MURAD DO DIRECTOR 0.30 X 0 0 0 LAUREN SIMON MD DIRECTOR 1.00 X 0 0 0 HASAN MAKDA MD DIRECTOR 1.00 X 0 0 0 MICHAELA RENEE SCOTT MD DIRECTOR 1.00 X 0 0 0 MIRANDA MARTINEZ-MOAD DO DIRECTOR 1.00 X 0 0 0 SOFIA LOCHNER STUDENT DIRECTOR 1.00 X 0 0 0 MARINA ALNASER STUDENT DIRECTOR 1.00 X 0 0 0 MEHZABIN LALA STUDENT DIRECTOR 1.00 X 0 0 0 ALISON ELSNER CEO 40.00 X 172501 0 21198 172501 0 21198 1 0 1 0 0 504720 16000 520720 INSTALLATION OF OFFICE 541900 70460 70460 DIRECTORY SALES AND AD 541800 65169 47119 18050 135629 27869 27869 768 768 873 -873 -873 -873 EXPENSES REIMBURSEMENT 900099 32697 32697 DUES REBATE 900099 120 120 LOPAC DUES 900099 30 30 32847 716960 79966 88510 27764 193699 208456 24650 29509 45221 5288 808 47330 21705 29608 47492 16956 15074 PROGRAM EXPENSES 9303 PAST PRESIDENT EXPENSE 4640 STAFF TRAINING 4167 AUTO REIMBURSEMENTS 2335 1260 707501 145326 905728 196452 62015 74759 9744 8087 9333 708151 190932 518500 517219 947482 1022440 557 0 1891163 2526479 57795 36398 154600 739269 6837 5425 219232 781092 X 1657634 1730400 14297 14987 1671931 1745387 1891163 2526479 9459 63997 0 X X 1 X 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 500080 9877 9877 22554 -12677 0 169474 169474 458209 126302 331907 80468 64630 15838 517219 ISHARES MORNINGSTAR MID VALUE/GROWTH INDEX FUND 263623 F ISHARES MORNINGSTAR LARGE VALUE/GROWTH INDEX FUND 283430 F ISHARES LONG TERM CORPORATE BOND 358249 F ISHARES MORNINGSTAR LARGE GROWTH INDEX FUND 53760 F ISHARES MORNINGSTAR TIPS BOND ETF 63378 F 1022440 PART III, LINE 1A: THE ORGANIZATION ELECTED NOT TO REPORT THE WORKS OF ART ON ITS REVENUE STATEMENT AND BALANCE SHEET AS PERMITTED UNDER SFAS 116. 0 0 0 ALISON ELSNER CEO 172501 0 0 0 0 0 0 0 21198 0 193699 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP CLASSES OF THE SOCIETY SHALL CONSIST OF ACTIVE (REGULAR, RESIDENT PHYSICIAN, MEDICAL STUDENT), ASSOCIATE, GOVERNMENT EMPLOYED, MULTIPLE MEMBERSHIPS, PROBATIONARY, RETIRED HONORARY AND OUT OF STATE. ANY PERSON DESIRING TO BECOME A MEMBER OF THE SOCIETY SHALL COMPLETE AND SUBMIT A WRITTEN OR ELECTRONIC APPLICATION ON A FORM SPECIFIED BY THE SOCIETY FOR THAT PURPOSE. THE APPLICANT SHALL SPECIFY THE CLASS OF MEMBERSHIP DESIRED AND SHALL BE REQUIRED TO PROVIDE ALL INFORMATION DEEMED PERTINENT BY THE SOCIETY. EACH APPLICANT AGREES THAT IF ELECTED TO MEMBERSHIP, THE APPLICANT WILL BE BOUND BY THE ARTICLES AND BYLAWS OF CMA, BY THE BYLAWS OF THE SOCIETY, AND BY THE PRINCIPLES OF MEDICAL ETHICS OF THE AMERICAN MEDICAL ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A ONLY REGULAR ACTIVE MEMBERS OF THE SOCIETY ARE ENTITLED TO VOTE OR HOLD ELECTIVE OFFICE. EACH REGULAR ACTIVE MEMBER SHALL BE ENTITLED TO ONE VOTE. PROXY VOTING IS PROHIBITED. THE RIGHT TO VOTE AND HOLD ELECTIVE OFFICE DOES NOT EXTEND TO ANY OTHER MEMBER CLASS. ALL MEMBERS OF THE SOCIETY SHALL, REGARDLESS OF MEMBERSHIP CLASS HAVE THE RIGHT TO BE APPOINTED AS VOTING MEMBERS TO COMMITTEES. "REGULAR ACTIVE MEMBERS" ARE THE ONLY CLASS OF MEMBERSHIP THAT MEET THE DEFINITION OF "MEMBERS" SET FORTH IN SECTION 5056 OF THE CALIFORNIA NONPROFIT MUTUAL BENEFIT CORPORATION LAW. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO AND REVIEWED BY MANAGEMENT AND THE BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C PERSONS INCLUDED IN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ARE THE OFFICERS, DIRECTORS, CHIEF EMPLOYED EXECUTIVE AND CHIEF EMPLOYED FINANCE EXECUTIVE. THEY ANNUALLY DISCLOSE OR UPDATE THE CHAIRMAN OF THE BOARD OF DIRECTORS ON A FORM THEIR INTEREST THAT COULD GIVE RISE TO CONFLICTS OF INTEREST, SUCH AS A LIST OF FAMILY MEMBERS, SUBSTANTIAL BUSINESS OR INVESTMENT HOLDINGS, OR OTHER TRANSACTIONS OR AFFILIATIONS WITH BUSINESSES AND OTHER ORGANIZATIONS. AFTER DISCLOSURE, THE PRESIDENT DETERMINES WHETHER TO TAKE NO ACTION, ASSURE FULL DISCLOSURE TO THE BOARD OF DIRECTORS, ASK THE PERSON TO RECUSE FROM PARTICIPATION OF RELATED DISCUSSIONS, OR ASK THE PERSON TO RESIGN FROM HIS OR HER POSITION IN THE ORGANIZATION. THE CHIEF EMPLOYED EXECUTIVE AND CHIEF FINANCE EXECUTIVE MONITOR PROPOSED AND ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSE THEM TO THE PRESIDENT OF THE BOARD OF DIRECTORS IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURRED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AT THE REQUEST OF THE PUBLIC AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PHYSICIANS MEMORIAL GIFT & BENEVOLENCE FUND INC 1859 W REDLANDS BLVD 7A REDLANDS CA 92373 330219397 GRANT FINANCIAL AID AND ASSISTANCE TO NEEDY PERSONS OF SAN BERNARDINO COUNTY CA 501(C)(3) LINE 7 N/A 0 INLAND WELLNESS INFORMATION NETWORK 1859 W REDLANDS BLVD 7A REDLANDS CA 92373 237197052 PROMOTES PUBLIC HEALTH CA 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 PHYSICIANS' MEMORIAL GIFT & BENEVOLENCE FUND Q 6000 FAIR MARKET VALUE INLAND WELLNESS INFORMATION NETWORK Q 16000 FAIR MARKET VALUE