2026-09-12T19:20:27-07:00 2025-12-31 990EZ 2025-01-01 912031390 PERMANENTE MEDICAL GROUP RETIRED PHYSICIANS ASSOCIATION PERM 5102218174 c/o Steensma 2245 Oregon St Berkeley CA 947051023 Kristine Steensma Treasurer 5102218174 2026-05-05 2025 X X X www.retiredphysiciansassn.org X X 57265 X 0 22015 31160 4090 0 0 0 0 0 0 0 0 0 0 0 57265 0 0 0 1000 0 231 45475 46706 10559 121740 0 132299 121740 132299 0 0 0 0 121740 132299 0 0 121740 132299 Foster social relationships and educational opportunities for retired Kaiser Permanente Physicians from the Northern California Region. We use Quarterly newsletters (email), Community Postings (email), and luncheons with speakers. 1) Quarterly email newsletters to our 1500 members with information about new and deceased retirees, upcoming luncheons and speakers, recaps of previous speakers, as well as member articles. 2) 2/8/2025 luncheon in Oakland, CA, speaker on the Kaiser Permanente Division of Research on current work, 113 guests. 3) 5/10/2025 luncheon in Berkeley, CA, speaker on the Farallon Islands history, wildlife, research, 152 guests. 4) 8/2/2025 luncheon in South San Francisco, CA, speaker panel on how Climate changes impacts health care, 92 guests. 5) 10/29/2025 luncheon in Sausalito, CA, speaker on the history of Kaiser providing health care at the Richmond Ship yard during World War II, and its transition to the formation of Kaiser Permanente, 104 guests. 0 0 0 James Breivis MD Board President 1.7 0 0 0 Patricia Conolly MD Board Vice-President 0.45 0 0 0 Edward Martin MD Board Secretary 4.7 0 0 0 Kristine Steensma MD Treasurer 4.0 0 0 0 Bryan Fong MD Board Event Coordinator 1.3 0 0 0 Thomas Burns MD Director 2.3 0 0 0 Marc Schiff MD Director 1.1 0 0 0 Ken Berniker MD Director 0.7 0 0 0 Gary Shrago MD Director 0.6 0 0 0 Susan Heckmann MD Director 0.5 0 0 0 Norman Quan MD Director 0.5 0 0 0 Eric Lipsitt MD Director 0.3 0 0 0 Mark Cohen MD Director 0.3 0 0 0 Ram Rao MD Director 0.3 0 0 0 Philip Charney MD Director 0.3 0 0 0 Ronald Bachman MD Director 0.1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 CA Kristine Steensma MD Treasurer c/o Steensma 2245 Oregon St Berkeley CA 947051023 5102218174 0 0 0 0 0 0 0 0 Form 990-EZ, Part I, Line 16 Description;Amount^Business Insurance;467|Internet fees;382|PayPal fees;1962|Member refunds;2190|Luncheon costs;33049|Nonrefundable Venue Deposits;7300|Board Meeting Venue;125^Total;45475^ IRS Communications Unit for Exempt Organization had on June 17, 2026, recommended that we submit a new application form 1024 to clarify our 501(c)(7) Social Recreational status. They currently have us listed as a 501(c)(4), based on an old application from 2001. We submitted form 1024 with documentations as requested on July 22, 2026. Therefore we are now submitting our 990-EZ form, having marked the application pending box. We had previously filed extension form 8868 for the 990-EZ and for 990-T, which were accepted. We have also paid our required taxes for 2025 and estimated taxes for 2026. We did the same process for the State of CA, filing extensions and paying taxes and estimated Taxes. 9/12/2026 As of July 22, 2026, the IRS Tax Exempt and Government Entities has designated us a 501(c)(7) Social Recreational Group, and we are now so listed in the IRS Business Master File.