2023-11-14T17:11:37-06:00 2022-12-31 946214841 ARMANINO LLP 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2022-01-01 943093623 PURCHASER BUSINESS GROUP ON HEALTH PURC 4152818660 1611 TELEGRAPH AVE 210 OAKLAND CA 94612 WON ANDERSEN COO 4152818660 2023-11-14 1 WON ANDERSEN 999009999 0 MATTHEW PETROSKI P00853132 9257902600 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X WON ANDERSEN 1611 TELEGRAPH AVE 210 OAKLAND CA 94612 17959568 0 X WWW.PBGH.ORG X 1990 CA TO IMPROVE THE QUALITY AND AVAILABILITY OF HEALTH CARE WHILE MODERATING COST. 9 9 34 91 0 0 5398822 12911446 2391750 2847410 400346 12431 567033 2082665 8757951 17853952 0 0 0 0 6889730 6821299 0 0 449890 4947578 5099506 11837308 11920805 -3079357 5933147 9788968 16326531 3286738 4717150 6502230 11609381 X TO BE A CHANGE AGENT CREATING INCREASED VALUE IN THE HEALTHCARE SYSTEM THROUGH PURCHASER COLLABORATION, INNOVATION, AND ACTION, AND THROUGH THE SPREAD OF BEST PRACTICES. 0 0 2934432 1252000 REDESIGN CARE:PBGH WORKS SIDE-BY-SIDE WITH PHYSICIANS AND OTHER PRACTITIONERS TO: FOSTER INNOVATIVE IDEAS; REDESIGN HOW CARE IS DELIVERED; ALIGN PAYMENT WITH OPTIMAL CARE DESIGN; AND SUPPORT PROVIDERS TO DELIVER OPTIMAL CARE EXPERIENCE AND PRICE. PBGH PROGRAMS INCLUDE: ONES THAT PROVIDE CARE MANAGEMENT FOR HIGH-NEED-COST PATIENTS (THOSE WITH MULTIPLE SERIOUS CHRONIC CONDITIONS); AND PROGRAMS THAT SPREAD BEST PRACTICES FOR COMMON CARE EPISODES (E.G. MATERNITY); PROGRAMS THAT TRAIN PHYSICIANS HIGH-QUALITY, PATIENT-CENTERED CARE, PREVENT PATIENTS FROM RECEIVING DUPLICATE SERVICES, AND REDUCE UNNECESSARY VISITS TO HOSPITALS AND EMERGENCY ROOMS. THE PROGRAMS AIM TO ENGAGE PATIENTS IN THEIR OWN CARE AN APPROACH THAT ACCELERATES PATIENT RECOVERY. 972964 892579 INFLUENCE POLICY:PBGH REPRESENTS ITS MEMBER ORGANIZATIONS WITH A STRONG, UNIFIED VOICE IN WASHINGTON BY TESTIFYING IN CONGRESS, COMMUNICATING WITH WHITE HOUSE AND AGENCY STAFF, SERVING ON KEY ADVISORY BODIES, AND PUBLISHING WIDELY THROUGH ISSUE BRIEFS, BLOG POSTINGS AND OP-EDS. PBGH ADVOCACY FOCUSES ON THE "VALUE AGENDA" OF HEALTH REFORM, INCLUDING PAYMENT REFORM AND ALIGNMENT, USE OF MEASURES TO SUPPORT VALUE-PAYMENT SYSTEMS, DATA TRANSPARENCY AND THE FOSTERING OF COMPETITIVE MARKETS. 2201006 2129169 ACCELERATE TRANSPARENCY:PBGH SUPPORTS CHANGES TO COMMERCIAL PAYMENT MODELS THAT MOVE INCREMENTALLY AWAY FROM FEE-FOR-SERVICE AND TOWARD PAYING FOR VALUE. THESE INCLUDE BUNDLED PAYMENTS FOR MATERNITY CARE, ORTHOPEDIC SURGERIES AND OTHER HIGH-COST AND FREQUENT PROCEDURES. PBGH IS ALSO WORKING TO IMPLEMENT INNOVATIVE PRIMARY CARE CONTRACTING AND QUALITY FOCUSED CONTRACTS WITH ACCOUNTABLE CARE ORGANIZATIONS. THESE PAYMENT MODELS SUPPORT ALIGNED BENEFIT DESIGN CHANGES, SUCH AS REFERENCE PRICING, TIERED NETWORKS AND CENTERS OF EXCELLENCE. AT THE SAME TIME, PBGH IS ENCOURAGING MEDICARE AND OTHER PUBLIC PROGRAMS TO IMPLEMENT ALIGNED PAYMENT METHODOLOGIES SO THAT PROVIDERS RECEIVE CONSISTENT FINANCIAL SIGNALS FROM BOTH PRIVATE AND PUBLIC PURCHASERS. 2204790 656327 PURCHASER VALUE:PBGH PARTNERS WITH EMPLOYERS WHO PURCHASE HEALTH CARE FOR THEIR EMPLOYEES TO CREATE MEASUREABLE PROGRESS TOWARD A MORE EFFICIENT AND EFFECTIVE HEALTH CARE SYSTEM. PBGH SUPPORTS HEALTH CARE PURCHASERS AND MEMBERS, BY PROVIDING SERVICES INCLUDING: TECHNICAL ASSISTANCE, ACCESS TO NETWORKING OPPORTUNITIES AND PARTNERSHIPS. 19367 QUALITY HEALTH EQUITY FUND 2224157 656327 8332559 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 59 0 1 34 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X WON ANDERSEN 4152818660 1611 TELEGRAPH AVE 210 OAKLAND CA 94612 ALDY DUFFIELD CHAIR 0.50 X X 0 0 0 MELISSA REAL SECRETARY 0.25 X X 0 0 0 JEFF WHITE TREASURER 0.25 X X 0 0 0 MICHAEL COSTELLO DIRECTOR 0.25 X 0 0 0 MILT EZZARD DIRECTOR 0.25 X 0 0 0 DONALD MOULDS DIRECTOR 0.25 X 0 0 0 ROB PACZKOWSKI DIRECTOR 0.25 X 0 0 0 JULEE WELLER DIRECTOR 0.25 X 0 0 0 LISA WOODS DIRECTOR 0.25 X 0 0 0 DOUG MCKEEVER DIRECTOR (LEFT 01/22) 0.25 X 0 0 0 SUE BIRCH DIRECTOR (LEFT 05/22) 0.25 X 0 0 0 PASCALE THOMAS DIRECTOR (LEFT 05/22) 0.25 X 0 0 0 ELIZABETH MITCHELL PRESIDENT & CEO 40.00 X 760007 0 49533 MARYBETH SHARPE CHIEF STRATEGY & PARTNERSHIP OFFICER 40.00 X 274725 0 49883 DENNIS RIZZO CFO & COO 40.00 X 188622 0 32727 LISA STEINHART-ZAMOSKY CHIEF COMMUNICATION OFFICER 40.00 X 300973 0 46156 CRYSTAL EUBANKS VP, CARE DESIGN 40.00 X 246834 0 54938 RANDA DEATON VP, PURCHASER ENGAGEMENT 40.00 X 201594 0 20552 RACHEL BRODIE SR, DIRECTOR, MEASUREMENT & ACCOUNTABILITY 40.00 X 297174 0 57397 EMMA HOO DIRECTOR, VALUE BASED PURCHASING 40.00 X 283627 0 38188 PETER ROBERTSON DIRECTOR, INSIGHTS, ANALYTIC AND DATA MANAGEMENT 40.00 X 217251 0 39228 BLAIR DUDLEY DIRECTOR, TRANSFORM MATERNITY 40.00 X 194431 0 47312 LYDIA WALKER ASSOCIATE DIRECTOR, IT 40.00 X 172164 0 26956 3137402 0 462870 21 0 1 0 CENTER FOR THE STUDY OF SERVICES 1625 K STREET NW 8TH FLOOR WASHINGTON DC 20006 SURVEY SERVICES 1371755 ROBERT HALF INTERNATIONAL INC PO BOX 743295 LOS ANGELES CA 90074 TEMPORARY STAFFING 228008 INTEGRATED HEALTHCARE ASSOCIATION 180 GRAND AVENUE SUITE 1365 OAKLAND CA 94610 ADVANCED PRIMARY CARE MEASUREMENT 195000 MILLER GEER & ASSOCIATES INC 3532 KATELA AVE STE 110 LOS ALAMITOS CA 90720 PUBLIC RELATIONS 130095 NAHCP 1015 18TH ST NW SUITE 705 WASHINGTON DC 20036 MOBILIZE STATE AND REGIONAL PURCHASERS T 103530 6 1007500 11903946 12911446 HEALTH PLAN FEES 541610 1954831 1954831 CONTRACT REVENUE 541610 892579 892579 2847410 102267 102267 15780 16618 88998 -838 -88998 -89836 -89836 OTHER INCOME 900099 2082665 2082665 2082665 17853952 4930075 0 12431 X 2226544 1280009 919209 27326 3344374 2619729 502922 221723 225802 178203 32285 15314 715312 519487 158986 36839 309267 218339 76623 14305 64913 16554 47200 1159 196960 50229 143213 3518 15779 15779 2493856 2042697 360927 90232 10099 6266 3833 161009 99351 58546 3112 389854 319326 56422 14106 423570 293464 118010 12096 130513 85222 37421 7870 512121 486474 23536 2111 58728 1736 56992 MISCELLANEOUS 500372 500225 147 DUES & SUBSCRIPTIONS 137226 112406 24820 TAX & LICENSES 4506 3067 1407 32 11920805 8332559 3138356 449890 2873335 214004 1189888 10409055 68814 109525 6237 5544 152480 693 5123752 4377348 380699 1215906 9788968 16326531 2088097 1990877 1198641 1407999 0 1318274 3286738 4717150 X 3600196 1029196 2902034 10580185 6502230 11609381 9788968 16326531 5933147 -825996 0 X X 0 1 X 1 0 X 8979151 15674995 7450754 5398822 12911446 50415168 8979151 15674995 7450754 5398822 12911446 50415168 14174286 36240882 213008 179689 91967 113267 102267 700198 18265 42266 659084 567033 2082665 3369313 54484679 10209941 0.66520 0.81700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 2409 0 0 2409 0 PART II-B, LINE 1: CEO AND POLICY TEAM SPENT MOSTLY HALF HOUR MEETINGS WITH VARIOUS FEDERAL AND STATE LEGISLATORS IN 2022 TO DISCUSS CA AB1130, LOWER HEALTH CARE COSTS ACT, DRUG PRICE LIMITS, CA OFFICE OF HEALTH CARE AFFORDABILITY, COST CONTAINMENT, AND OTHER PBGH PRIORITIES. 6237 5544 693 693 DEPOSITS 60630 DUE FROM RELATED PARTY 410908 RIGHT OF USE ASSET 744368 1215906 LEASE LIABILITY 1318274 1318274 17012176 -825996 -825996 17838172 15780 15780 17853952 11905025 0 11905025 15780 15780 11920805 X 1 1 X X X X 0 0 0 0 0 0 0 1 0 ELIZABETH MITCHELL PRESIDENT & CEO 588207 0 171800 0 0 0 30500 0 19033 0 809540 0 0 0 RACHEL BRODIE SR, DIRECTOR, MEASUREMENT & ACCOUNTA 250129 0 46565 0 480 0 29648 0 27749 0 354571 0 0 0 LISA STEINHART-ZAMOSKY CHIEF COMMUNICATION OFFICER 253928 0 46565 0 480 0 30189 0 15967 0 347129 0 0 0 MARYBETH SHARPE CHIEF STRATEGY & PARTNERSHIP OFFICER 217858 0 56527 0 340 0 29790 0 20093 0 324608 0 0 0 EMMA HOO DIRECTOR, VALUE BASED PURCHASING 239270 0 43877 0 480 0 28363 0 9825 0 321815 0 0 0 CRYSTAL EUBANKS VP, CARE DESIGN 246354 0 0 0 480 0 29008 0 25930 0 301772 0 0 0 PETER ROBERTSON DIRECTOR, INSIGHTS, ANALYTIC AND DAT 191538 0 25233 0 480 0 21791 0 17437 0 256479 0 0 0 BLAIR DUDLEY DIRECTOR, TRANSFORM MATERNITY 175865 0 18566 0 0 0 19443 0 27869 0 241743 0 0 0 RANDA DEATON VP, PURCHASER ENGAGEMENT 201594 0 0 0 0 0 10080 0 10472 0 222146 0 0 0 DENNIS RIZZO CFO & COO 188622 0 0 0 0 0 13750 0 18977 0 221349 0 0 0 LYDIA WALKER ASSOCIATE DIRECTOR, IT 158532 0 13632 0 0 0 17303 0 9653 0 199120 0 0 0 PART I, LINE 1A PROVIDED UP TO $40.00 PER MONTH PER EMPLOYEE FOR REIMBURSEMENT OF HEALTH CLUB COSTS. THE REIMBURSEMENT OF HEALTH CLUB COSTS HAS BEEN INCLUDED IN THE EMPLOYEES' TAXABLE WAGES. PART I, LINE 7 THE POTENTIAL AND CRITERIA FOR COMPENSATION CHANGES AND BONUSES FOR OFFICERS ARE PRE-DETERMINED PERCENT AMOUNTS BASED UPON PERFORMANCE ON 8 ORGANIZATION-WIDE OBJECTIVE, 5-7 INDIVIDUAL OBJECTIVES, AND COMPETENCY ASSESSMENTS. THE PRESIDENT & CEO'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS COMPENSATION COMMITTEE AND INCLUDES COMPARABILITY DATA FROM OTHER ORGANIZATIONS. COMPENSATION/BONUS IS NOT A PERCENTAGE OF NET INCOME OR REVENUE, BUT ARE DETERMINED THROUGH A PERIODIC COMPENSATION REVIEW OF PRESIDENT & CEO COMPENSATION BY AN EXTERNAL FIRM AND PERIODIC REVIEW OF EXTERNAL BENCHMARKING DATA. COMPENSATION DETERMINATIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN WRITING. PBGH DIRECTORS ARE NOT COMPENSATED. FORM 990, PART VI, SECTION B, LINE 11B INITIALLY REVIEWED BY THE PRESIDENT, CEO, COO & DIRECTOR OF FINANCE. SUBSEQUENTLY REVIEWED BY THE AUDIT COMMITTEE, ACTING ON BEHALF OF THE BOARD. FOLLOWING THESE REVIEWS AND PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE, COPIES OF THE FORM 990 WILL BE EMAILED TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY COVERS BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES WHO ARE REQUIRED TO ANNUALLY DISCLOSE ANY POTENTIAL CONFLICTS. DISCLOSURES ARE COLLECTED AND REVIEWED BY THE DIRECTOR OF FINANCE WHO REPORTS TO THE COO ON ANY POTENTIAL CONFLICTS. THE BOARD OF DIRECTORS DECIDES IF ANY ADDITIONAL ACTION IS NECESSARY SUCH AS RECUSAL OR REMOVAL OF THE CONFLICTED INDIVIDUAL. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION, COMPENSATION INCREASES, AND INCENTIVE PAYMENTS FOR THE PRESIDENT & CEO ARE BASED UPON A PERFORMANCE REVIEW CONDUCTED BY THE COMPENSATION COMMITTEE OF THE BOARD. THE COMPENSATION DETERMINATIONS ARE BASED UPON INDUSTRY-SPECIFIC BENCHMARK STUDIES CONDUCTED BY HUMAN RESOURCES PERIODICALLY AND INCLUDES COMPARABILITY DATA FROM OTHER ORGANIZATIONS. COMPENSATION DETERMINATIONS FOR THE PRESIDENT & CEO ARE CONTEMPORANEOUSLY DOCUMENTED IN WRITING. COMPENSATION FOR OFFICERS AND KEY EMPLOYEES IS BASED UPON INDUSTRY-SPECIFIC BENCHMARK STUDIES CONDUCTED BY HUMAN RESOURCES PERIODICALLY AND INCLUDES COMPARABILITY DATA FROM OTHER ORGANIZATIONS. THE BENCHMARK STUDIES ARE THEN PROVIDED TO THE COMPENSATION COMMITTEE TO ASSESS PRESIDENT & CEO COMPENSATION. THE PRESIDENT & CEO ALSO RECEIVES COPIES OF THE BENCHMARK STUDIES TO ASSESS COMPENSATION FOR KEY EMPLOYEES. COMPENSATION DETERMINATIONS FOR OFFICERS AND KEY EMPLOYEES ARE CONTEMPORANEOUSLY DOCUMENTED IN WRITING. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 2,042,697. MANAGEMENT AND GENERAL EXPENSES 360,927. FUNDRAISING EXPENSES 90,232. TOTAL EXPENSES 2,493,856. FORM 990, PART XII, LINE 2 & PART IV, LINE 12 ALTHOUGH THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS WERE PREPARED ON A CONSOLIDATED BASIS, SUPPLEMENTAL SCHEDULES WERE PREPARED AS PART OF THE AUDIT THAT PROVIDED SEPARATE FINANCIAL INFORMATION FOR THIS ORGANIZATION. THE FINANCIAL INFORMATION FROM THE SEPARATELY PREPARED SUPPLEMENTAL SCHEDULES HAS BEEN USED TO PREPARED PARTS XI, XII AND XIII OF SCHEDULE D. THE PURCHASER BUSINESS GROUP ON HEALTH NEGOTIATING ALLIANCE 275 BATTERY STREET SUITE 480 SAN FRANCISCO CA 94111 943219430 HEALTHCARE IMPROVEMENT - NEGOTIATE LOWER HEALTHCARE COSTS CA PURCHASER BUSINESS GROUP ON HEALTH C 90443 179241 1.00000 1 EMSANA HEALTH INC 275 BATTERY STREET SUITE 480 SAN FRANCISCO CA 94111 861602754 PURCHASING SERVICES SPECIALIZING IN HEALTHCARE AND PHARMACY PRODUCTS CA PURCHASER BUSINESS GROUP ON HEALTH C -133087 10565 0.56000 1 EMSANACARE INC 275 BATTERY STREET SUITE 480 SAN FRANCISCO CA 94111 862544683 PURCHASING SERVICES SPECIALIZING IN LEADING PROVIDERS TO IMPROVE HEALTH OUTC CA PURCHASER BUSINESS GROUP ON HEALTH C -570206 39048 0.50400 1 EMSANARX INC 275 BATTERY STREET SUITE 480 SAN FRANCISCO CA 94111 862807587 PURCHASING SERVICES SPECIALIZING TO IMPROVE HEALTH CARE OUTCOMES CA PURCHASER BUSINESS GROUP ON HEALTH C -456175 706294 0.50400 1 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 THE PURCHASER BUSINESS GROUP ON HEALTH NEGOTIATING ALLIANCE Q 93100 FMV EMSANA HEALTH INC D 6057 FMV EMSANA HEALTH INC Q 81480 FMV