Orange County Medical Association
Nonprofit profile at a glance
- EIN
- 951605788
- IRS 990 coverage
- 2009–2025
- Forms available
- Form 990 2025
- Location
- Newport Beach, CA, USA
- Phone
- 9493988100
- Rating
- 62
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $1,442,560
- Expenses
- $1,216,384
- Assets
- $10,042,433
- Liabilities
- $318,430
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
20 people listed
Executive titles in this filing
- BRANDON MARCHY (CEO)
- JAMES PETERSON (CEO)
- CRISPINA CHONG-HAN MD (President)
- SHALINI SHAH MD (PAST PRESIDENT)
- CONNIE BARTLETT DO (President-Elect)
Highest reported compensation
- BRANDON MARCHY (CEO): $237,916 total reported compensation
- JAMES PETERSON (CEO): $121,231 total reported compensation
- CRISPINA CHONG-HAN MD (President): $12,000 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Orange county medical association was formed for the purpose of promoting the science and art of medicine, the protection of the public health, and the betterment of the medical profession.
What it reported doing in 2025
To provide the members with the publication of monthly bulletins and annual directory regarding the conservation and protection of the public health.
Operating model
- Revenue model
- Earned-program. 75% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 47
- Transparency & Controls: 68
- Accountability: 84
- Sustainability: 64
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 49.6%; rating input score 50
- Program expense ratio: 58.9%; rating input score 59
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 86.7%; rating input score 87; 3rd percentile among comparable filings
- Pay-setting controls: 2 of 6 controls in place; rating input score 33
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Pass
- Compensation survey or study: Missing
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
- Governance controls: 5 of 8 controls in place; rating input score 62
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: Pass
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 15.7%; rating input score 66; 66th percentile among comparable filings
- Total-asset coverage ratio: 8.26; rating input score 90; 90th percentile among comparable filings
- Liabilities to assets ratio: 0.03; rating input score 48; 48th percentile among comparable filings
- Officer compensation ratio: 31.5%; rating input score 7; 7th percentile among comparable filings
Growth
- Program expense growth: 0.6% per year; rating input score 100; 17th percentile among comparable filings
- Revenue growth: -5.1% per year; rating input score 0; 4th percentile among comparable filings
- Asset growth: 4% per year; rating input score 100; 31st percentile among comparable filings
Details
- Where the money goes: 49.6% of revenue deployed · 58.9% of spending went to programs
- Governance: 18 of 18 board members independent · 5 of 8 filing controls reported
- Programs: 3 filed program accomplishments · $716K in reported program spending
- Leadership: top reported pay $238K · 20 people listed · 2 of 6 pay-setting controls reported
- Consistency: 27 of 29 current checks pass · 2 findings to review
- Schedules: 5 filed schedules · includes executive pay
- Filing history: 15 filing years from 2009 to 2025
- Contacts: How to reach this organization
- Money network: 4 filed money-flow records
- Related organizations: 1 filed related-organization link
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Financial Efficiency: Mission deployment rate scored 50/100.
- Review — Financial Efficiency: Program expense ratio scored 59/100.
- Review — Accountability: Governance controls: 3 of 8 not reported.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Transparency & Controls: Functional expense sum did not reconcile in the filed values.
- Moderate — Transparency & Controls: Part IX CompCurrentOfficersDirectors column sum did not reconcile in the filed values.
- High — Sustainability: Officer compensation ratio scored 7/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 48/100.