2026-09-21T08:41:31-05:00 2025-12-31 471352305 O'CONNELL & COMPANY LLC 240 GIBRALTAR ROAD SUITE 260 HORSHAM PA 19044 990 2025-01-01 201631325 CATHOLIC MEDICAL ASSOCIATION CATH 4842708002 550 PINETOWN ROAD STE 205 FORT WASHINGTON PA 19034 ALFONSO OLIVA MD TREASURER 4842708002 2026-09-21 1 TERENCE M O'CONNELL CPA P01436232 2158874425 2026-09-21 2025 ALFONSO OLIVA MD 550 PINETOWN ROAD STE 205 FORT WASHINGTON PA 19034 1895721 0 X WWW.CATHMED.ORG X 2004 PA THE CATHOLIC MEDICAL ASSOCIATION IS A PHYSICIAN-LED COMMUNITY OF HEALTHCARE PROFESSIONALS THAT INFORMS, ORGANIZES, AND INSPIRES ITS MEMBERS, IN STEADFAST FIDELITY TO THE TEACHINGS OF THE CATHOLIC CHURCH, TO UPHOLD THE PRINCIPLES OF THE CATHOLIC FAITH IN THE SCIENCE AND PRACTICE OF MEDICINE. 14 14 8 75 0 0 964753 1181825 586911 669657 6068 7110 33786 37129 1591518 1895721 0 0 0 0 531436 530115 0 0 91172 1225536 928068 1756972 1458183 -165454 437538 796643 1331379 515715 586131 280928 745248 X THE CATHOLIC MEDICAL ASSOCIATION IS A PHYSICIAN-LED COMMUNITY OF HEALTHCARE PROFESSIONALS THAT INFORMS, ORGANIZES, AND INSPIRES ITS MEMBERS, IN STEADFAST FIDELITY TO THE TEACHINGS OF THE CATHOLIC CHURCH, TO UPHOLD THE PRINCIPLES OF THE CATHOLIC FAITH IN THE SCIENCE AND PRACTICE OF MEDICINE. 0 0 1153499 706786 ANNUAL MEETINGS AND SEMINARS BRING TOGETHER LAY CLERICAL AND MEDICAL PROFESSIONALS TO EDUCATE THEM ON THE ETHICAL, MORAL AND RELIGIOUS IMPLICATIONS OF MEDICAL PRACTICES TODAY. 1153499 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 12 0 8 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 1 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X MARIO R DICKERSON MTS 4842708002 550 PINETOWN ROAD SUITE 205 FORT WASHINGTON PA 19034 MICHELLE K STANFORD MD PRESIDENT 4.00 X X 0 0 0 DAVID J HILGER MD VICE PRESIDENT 4.00 X X 0 0 0 ALFONSO OLIVA MD TREASURER 4.00 X X 0 0 0 GREG F BURKE MD SECRETARY 4.00 X X 0 0 0 CRAIG L TREPTOW MD IMMEDIATE PAST PRES. 2.00 X 0 0 0 MARY E KEEN-KIRCHOFF MD AT-LARGE MEMBER 2.00 X 0 0 0 TIMOTHY P MILLEA MD AT-LARGE MEMBER 2.00 X 0 0 0 BROOKE GENSLER MD AT-LARGE MEMBER 2.00 X 0 0 0 RICHARD A ROWE MD AT-LARGE MEMBER 2.00 X 0 0 0 JENNIFER WRIGHT MD AT-LARGE MEMBER 2.00 X 0 0 0 ROBIN J GOLDSMITH MD REGIONAL DIRECTOR 2.00 X 0 0 0 PAUL CIESLAK MD REGIONAL DIRECTOR 2.00 X 0 0 0 DIANE GOWSKI MD REGIONAL DIRECTOR 2.00 X 0 0 0 ROY HEYNE MD REGIONAL DIRECTOR 2.00 X 0 0 0 MARIO DICKERSON EXECUTIVE DIRECTOR 40.00 X 178340 0 38467 DEACON BRUNO SCHETTINI MD REGIONAL DIRECTOR 2.00 X 0 0 0 178340 0 38467 1 0 1 0 0 617946 563879 56104 1181825 CONFERENCE REVENUE 621110 664400 664400 BOOKSTORE REVENUE 900099 5257 5257 669657 7110 7110 CREDIT CARD FEES 900099 14537 14537 LQ ROYALTIES 513120 12182 12182 LQ INCOME 513120 10410 10410 37129 1895721 706786 0 7110 216807 177782 26017 13008 246753 202337 29610 14806 29774 24415 3573 1786 36781 30160 4414 2207 -1570 -1570 69913 95 69818 2704 2704 63724 14240 10243 39241 35924 35244 680 31091 19214 7424 4453 62379 68669 -15461 9171 34897 28546 4257 2094 19012 12659 2174 4179 500261 469807 30454 447 447 7658 7658 7333 3093 4013 227 MAGAZINE AND PUBLICATIO 56164 56164 BANK AND PROCESSING FEE 37594 11074 26520 LOSS ON DISPOSAL OF LEA 537 537 1458183 1153499 213512 91172 230228 537967 125957 166412 72888 94387 46088 38082 16202 8006 351368 524607 796643 1331379 54843 59488 331790 290313 129082 236330 515715 586131 X -185321 247338 466249 497910 280928 745248 796643 1331379 437538 26782 0 X 0 1 X 1 0 X 1127174 1430734 898413 964753 1181825 5602899 1127174 1430734 898413 964753 1181825 5602899 113929 5488970 202 138 50 6068 7110 13568 5616467 515567 0.97730 0.94730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 228808 14880 33815 -2704 274799 190337 20120 20651 -2300 228808 109059 81278 190337 109059 109059 1.00000 0 0 32996 25925 7071 13092 12157 935 8006 SECURITY DEPOSIT FOR PINEDOWN TREE 5781 BENEFICIAL INTEREST IN ASSETS OF ANO 274799 RIGHT OF USE ASSET - OPERATING LEASE 244027 524607 OPERATING LEASE LIABILITIES 236330 236330 X 1921966 26782 -537 26245 1895721 0 1895721 1457646 0 1457646 537 537 1458183 PART V, LINE 4: THE ENDOWMENT FUNDS ARE TO BE USED FOR GENERAL OPERATIONS. PART X, LINE 2: CMA IS EXEMPT FROM INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. CMA HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. CMA HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL -537. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL 537. X 0 0 0 0 0 0 0 0 0 MARIO DICKERSON EXECUTIVE DIRECTOR 178340 0 0 0 0 0 0 0 38467 0 216807 0 0 0 X 1000 FMV X 55104 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 ON SEPTEMBER 5, 2025, THE BOARD APPROVED SEVERAL AMENDMENTS OF THE ASSOCIATION'S BYLAWS. SIGNIFICANT CHANGES INCLUDE A NEW ARTICLE OUTLINING INSITUTIONAL MEMBERSHIPS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A MEMBERSHIP ORGANIZATION WHOSE MEMBERS PAY ANNUAL DUES TO SUPPORT THE ORGANIZATION'S MISSION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE. THE FINANCE COMMITTEE PRESENTS ITS REVIEW AND APPROVAL OF THE 990 TO THE BOARD OF DIRECTORS AS PART OF THE FINANCE COMMITTEE REPORT. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS REQUIRED TO SIGN THE STATEMENT IN THE BEGINNING OF THE YEAR REGARDING ANY CONFLICTS OF INTEREST. ALL VENDORS AND CONTRACTS ARE REVIEWED BY THE NATIONAL OFFICE AND THE BOARD DOES NOT ENGAGE IN CONTRACTS. ADDITIONALLY CONFERENCE SPEAKERS MUST SIGN A CONFLICT OF INTEREST FORM THAT THEY ARE NOT RECEIVING COMPENSATION FOR ANY PRODUCT OR SERVICE THEY MAY BE PRESENTING ON IN A TALK. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS REVIEWED THE EXECUTIVE DIRECTOR'S WORK PRODUCT OVER THE PAST TWELVE MONTHS AND DETERMINED HIS COMPENSATION AFTER REVIEW AND DISCUSSION AMONG MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST.