2024-11-08T07:38:25-06:00 2023-12-31 221478099 COHNREZNICK LLP 14 SYLVAN WAY PARSIPPANY NJ 070543801 990 2023-01-01 521147591 BUSINESS GROUP ON HEALTH BUSI 2025583000 20 F STREET NW 200 WASHINGTON DC 20001 ELLEN KELSAY CEO & PRESIDENT 2025583000 2024-11-08 1 1 LORI ROTHE YOKOBOSKY CPA P01273422 9732283500 2024-11-07 2023 2024-10-15 13:58:12Z ELLEN KELSAY 20 F STREET NW 200 WASHINGTON DC 20001 23343028 0 X WWW.BUSINESSGROUPHEALTH.ORG X 1979 DC TO CONVENE EMPLOYERS AND HEALTH INDUSTRY STAKEHOLDERS TO ADDRESS THE FINANCING, DELIVERY AND AFFORDABILITY EXPERIENCE AS THEY RELATE TO HEALTH, WELL-BEING AND WORKFORCE STRATEGY ISSUES. 13 12 48 12 0 0 5059251 5625690 6460970 6354651 899868 905419 0 30523 12420089 12916283 0 0 0 0 9030028 9068400 0 0 0 3667650 4512200 12697678 13580600 -277589 -664317 32207041 34249470 11985214 12760724 20221827 21488746 X TO CONVENE EMPLOYERS AND HEALTH INDUSTRY STAKEHOLDERS TO ADDRESS THE FINANCING, DELIVERY AND AFFORDABILITY EXPERIENCE AS THEY RELATE TO HEALTH, WELL-BEING AND WORKFORCE STRATEGY ISSUES. 0 0 2353366 496905 CONFERENCES AND SUMMITS PROVIDE MEMBERS AND NON-MEMBERS AN OPPORTUNITY TO CONVENE ON A LARGER SCALE AND PARTICIPATE IN CONTENT RELATED SESSIONS. 1664547 150273 BUSINESS GROUP FUNDED ACTIVITIES INCLUDE PUBLIC HEALTH INITIATIVES DEEMED IMPORTANT TO THE MARKETPLACE BY THE BUSINESS GROUP AND IN MOST CASES HAVE BEEN INITIATED BY THE CEO AND INTERNAL STAFF. THIS DEPARTMENT ALSO INCLUDES OTHER ACTIVITIES SUPPORTING THE BUSINESS GROUP AND ITS MEMBERSHIP AS A WHOLE, SUCH AS BENCHMARKING AND ANALYSIS. 1198805 COST AND DELIVERY WAS ESTABLISHED IN NOVEMBER 2001 TO PROVIDE AN INTENSE FOCUS ON FINDING EFFECTIVE SOLUTIONS TO THE HEALTH CARE BENEFIT COST PROBLEMS OF LARGE EMPLOYERS. IN ADDITION TO IDENTIFYING AND DISSEMINATING BEST PRACTICES AND INNOVATIVE IDEAS FOR MANAGING COSTS AND IMPROVING QUALITY, THE GROUP IS ALSO A FORCE FOR COMMUNICATING THAT AFFORDABILITY AND COST-EFFECTIVENESS MUST BE MAJOR CONSIDERATIONS IN THE HEALTH SYSTEM. THREE COMMITTEES ARE HOUSED UNDER THE GROUP: INSTITUTE ON HEALTH CARE COSTS AND DELIVERY, EVIDENCE BASED BENEFIT DESIGN COMMITTEE AND PHARMACY BENEFITS COMMITTEE. 859359 WELL-BEING AND WORKFORCE STRATEGY CURRENTLY CONSISTS OF THE WELL-BEING AND WORKFORCE STRATEGY INSTITUTE. THE WELL-BEING AND WORKFORCE STRATEGY INSTITUTE ADVANCES INNOVATIVE AND RESEARCH-BASED APPROACHES TO UNLOCKING EMPLOYEE POTENTIAL BY INTEGRATING WELL-BEING INTO A COMPANY'S WORKFORCE STRATEGY. 881890 THE GLOBAL INSTITUTE (GLOBAL) WAS ESTABLISHED TO MEET THE GROWING NEEDS OF GLOBAL CORPORATIONS THROUGH COLLABORATIVE INFORMATION EXCHANGE, JOINT PROBLEM SOLVING, AND THE DEVELOPMENT OF INNOVATIVE APPROACHES TO GLOBAL HEALTH CARE CONCERNS IDENTIFIED BY GLOBAL MEMBERS. THE GLOBAL INSTITUTE PROVIDES PRACTICAL TOOLS, GUIDANCE ON BEST PRACTICES, NETWORKING OPPORTUNITIES FOR PEER GLOBAL COMPANIES AND OPPORTUNITIES TO DEVISE AND BENCHMARK SOLUTIONS TO HEALTH CHALLENGES ENCOUNTERED BY MEMBER CORPORATIONS AND THEIR EMPLOYEES OUTSIDE THE UNITED STATES. 571512 5737996 MEMBERSHIP AND MEMBER SERVICES INCREASE THE OVERALL MEMBERSHIP OF THE BUSINESS GROUP THROUGH RECRUITMENT OF NEW MEMBERS AND RETENTION OF EXISTING MEMBERS BY COMMUNICATING AND PROVIDING VALUABLE INSIGHT AND SERVICES TO THE BUSINESS GROUP MEMBERSHIP. 684761 HEALTH INNOVATIONS CONSISTS OF FOUR INITIATIVES TO HELP DRIVE MARKET CHANGE AND ADVANCEMENT. SINCE ITS INCEPTION IN 2015 THE HEALTH INNOVATIONS FORUM (HIF) HAS EVOLVED CONSIDERABLY TO NOT ONLY IDENTIFY AND CATEGORIZE START-UPS AND INNOVATORS BUT MORE IMPORTANTLY, TO FOCUS ON THE SUCCESSFUL INTEGRATION OF SOLUTIONS INTO AN EMPLOYER'S ECOSYSTEM OF VENDOR SOLUTIONS. ADDITIONALLY, HIF CHALLENGES THE VENDOR AND INVESTOR COMMUNITIES TO INNOVATE HOLISTICALLY TO ADDRESS LONG STANDING CHALLENGES AND GAPS IN THE PATIENT AND CARE DELIVERY EXPERIENCE. THE EXECUTIVE COMMITTEE ON VALUE PURCHASING, A MULTI STAKEHOLDER GROUP OF EXECUTIVE LEADERS REPRESENTING EMPLOYERS, HEALTH PLANS, AND PROVIDERS WAS FORMED TO ACCELERATE THE ADOPTION OF EFFECTIVE INNOVATIONS IN HEALTH CARE DELIVERY. THE LEADERSHIP FORUM ON EMPLOYEE EXPERIENCE IS MADE UP OF THOUGHT LEADERS, LARGE EMPLOYERS AND INDUSTRY EXPERTS. THE PURPOSE OF THE FORUM IS TO IDENTIFY HIGH-IMPACT STRATEGIES THAT ENHANCE EMPLOYEES' EXPERIENCE WITH THEIR HEALTH AND WELL-BEING BENEFITS AND PROGRAMS. THE LEAVE OPTIMIZATION FORUM CONVENES EMPLOYERS AND HEALTH INDUSTRY PARTNERS TO ADDRESS SHARED CHALLENGES AND OPPORTUNITIES AROUND LEAVE POLICIES AND THEIR INTERSECTION WITH HEALTH, WELL-BEING, AND PRODUCTIVITY. 2997522 5737996 8214240 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 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 0 0 0 0 1 4 0 1 48 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 DC X X MARTHA SHANNON 2025583000 20 F STREET NW SUITE 200 WASHINGTON DC 20001 ADAM STAVISKY DIRECTOR 2.00 X 0 0 0 BRENDON PERKINS CHAIR 2.00 X X 0 0 0 DAVID STARK DIRECTOR 2.00 X 0 0 0 DIANA HAN DIRECTOR 2.00 X 0 0 0 ELLEN KELSAY PRESIDENT & CEO 40.00 X X 1266108 0 43745 FRANK GIAMPIETRO DIRECTOR 2.00 X 0 0 0 KEVIN THEISSEN DIRECTOR 2.00 X 0 0 0 MARCO DIAZ DIRECTOR 2.00 X 0 0 0 MARIA WALSH DIRECTOR 2.00 X 0 0 0 PASCALE THOMAS DIRECTOR 2.00 X 0 0 0 STEVE BRAUN TREASURER 2.00 X X 0 0 0 TAMMY YEE DIRECTOR 2.00 X 0 0 0 THERESA MONTI SECRETARY 2.00 X X 0 0 0 TRACEY STEPHENS OUTGOING DIRECTOR 2.00 X 0 0 0 MARTHA SHANNON CHIEF FINANCIAL OFFICER 40.00 X 351296 0 60533 JIM WINKLER CHIEF STRATEGY OFFICER 40.00 X 558708 0 89528 CORRIE ZENZOLA VICE PRESIDENT 40.00 X 305344 0 58367 JENNELLE RUSH VICE PRESIDENT 40.00 X 289104 0 39910 LUANN HEINEN BROWN VICE PRESIDENT 40.00 X 338738 0 61006 GARRETT HOHIMER VICE PRESIDENT 40.00 X 326388 0 68468 MAGDALENA RUSINOWSKI VICE PRESIDENT 40.00 X 334784 0 64194 3770470 0 485751 25 0 1 0 ALBERT COMMUNICATIONS 3 DURHAM BOAT DR WASHINGTON CROSSING PA 18977 MARKETING 337150 VELOCITY GLOBAL LLC 1701 PLATTE STREET SUITE 210 DENVER CO 80202 GLOBAL CONSULTANT 274700 DESIGN DATA SYSTEMS INC 610 PROFESSIONAL DRIVE SUITE 102 GAITHERSBURG MD 20879 IT SUBCONTRACTOR 187693 3 5625690 5625690 MEMBERSHIP DUES 900099 5737996 5737996 CONFERENCES AND SEMINA 900099 496905 496905 WEBINARS 900099 76750 76750 APPLICATION FEES 900099 43000 43000 6354651 749392 749392 10582772 10426745 156027 156027 156027 HONORARIUM 900099 30500 30500 23 23 30523 12916283 6385174 0 905419 4332897 3025714 1307183 3644053 2544686 1099367 275773 192576 83197 396429 276831 119598 419248 292766 126482 9764 3362 6402 50402 50402 98331 98331 995603 163398 832205 344483 7333 337150 669474 179378 490096 547326 334489 212837 109911 56572 53339 1299835 1136751 163084 1085 1085 250542 250542 7739 7739 127705 384 127321 13580600 8214240 5366360 0 3787109 4853725 3732687 1883585 276748 82365 343673 298365 4490598 344107 601914 4146491 17033858 19035842 2461335 267432 3936593 3648541 33124 33124 32207041 34249470 2425383 1996917 5398880 5330853 4160951 5432954 11985214 12760724 X 20221827 21488746 20221827 21488746 32207041 34249470 -664317 1931236 0 X 0 1 X 1 0 X 1835484 4276949 4509995 5059251 5625690 21307369 1835484 4276949 4509995 5059251 5625690 21307369 1288810 20018559 689272 492943 565593 508271 749392 3005471 1500 30523 32023 24344863 31941191 0.82230 0.84160 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 1,500. 2023 AMOUNT: $ 30,523. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 0 0 0 1 51138 0 0 51138 0 PART II-B, LINE 1, LOBBYING ACTIVITIES: THE BUSINESS GROUP INFORMS POLICY MAKERS ABOUT THE PERSPECTIVES AND PRACTICES OF LARGE EMPLOYERS ON KEY HEALTH CARE ISSUES. 6100000 100000 6200000 6100000 6100000 6100000 6100000 6000000 100000 6100000 6000000 6000000 1.00000 0 0 3756893 204974 3551919 664108 69713 594395 69597 69420 177 4146491 RENT OBLIGATION 5413163 LEASE PAYABLE 19791 5432954 X 14803188 1931236 54000 1985236 12817952 98331 98331 12916283 13536269 54000 54000 13482269 98331 98331 13580600 PART X, LINE 2: THE BUSINESS GROUP IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE BUSINESS GROUP'S TAXEXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE BUSINESS GROUP HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. FOR THE YEAR ENDED DECEMBER 31, 2023 AND 2022, THE BUSINESS GROUP HAD NO NET UNRELATED BUSINESS INCOME. MANAGEMENT EVALUATED THE BUSINESS GROUP'S TAX POSITIONS AND CONCLUDED THAT THE BUSINESS GROUP HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. INCOME TAX RETURNS FILED BY THE ORGANIZATION ARE SUBJECT TO EXAMINATION BY THE IRS FOR A PERIOD OF THREE YEARS. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED, TAX YEARS SINCE 2020 REMAIN OPEN. X X X X X 0 0 0 0 0 0 0 1 0 ELLEN KELSAY PRESIDENT & CEO 547670 0 701358 0 17080 0 43500 0 245 0 1309853 0 0 0 JIM WINKLER CHIEF STRATEGY OFFICER 339463 0 197632 0 21613 0 54614 0 34914 0 648236 0 20833 0 MARTHA SHANNON CHIEF FINANCIAL OFFICER 242122 0 108394 0 780 0 33563 0 26970 0 411829 0 0 0 LUANN HEINEN BROWN VICE PRESIDENT 258576 0 79382 0 780 0 36272 0 24734 0 399744 0 0 0 MAGDALENA RUSINOWSKI VICE PRESIDENT 242731 0 91273 0 780 0 34659 0 29535 0 398978 0 0 0 GARRETT HOHIMER VICE PRESIDENT 231062 0 75796 0 19530 0 47408 0 21060 0 394856 0 18750 0 CORRIE ZENZOLA VICE PRESIDENT 237726 0 66838 0 780 0 34270 0 24097 0 363711 0 0 0 JENNELLE RUSH VICE PRESIDENT 229661 0 58663 0 780 0 30606 0 9304 0 329014 0 0 0 PART I, LINE 7 THE ORGANIZATION HAS AN INCENTIVE COMPENSATION PROGRAM OFFERED TO SELECT EMPLOYEES. THE BONUS POOL IS CALCULATED BASED ON PERFORMANCE METRICS AND IS APPROVED BY THE BOARD EACH YEAR. THE AMOUNT IS ACTUALLY PAID OUT THE FOLLOWING YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CFO AND CEO AS WELL AS THE BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS ADOPTED A "POLICY AND PROCEDURE ON CONFLICTS OF INTEREST FOR EMPLOYEES AND DIRECTORS" TO HELP ASSURE THAT CONFLICTS ARE PROPERLY MANAGED IN THE BEST INTERESTS OF THE BUSINESS GROUP'S CONSTITUENCIES. THE ORGANIZATION HAS ALSO ADOPTED A "FINANCIAL CONFLICT OF INTEREST QUESTIONNAIRE AND DISCLOSURE FORM FOR EMPLOYEES AND DIRECTORS AND "NON-FINANCIAL CONFLICT OR DUALITY OF INTEREST AND DISCLOSURE FORM FOR EMPLOYEES AND DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, LINE 15A: THE COMPENSATION OF THE PRESIDENT IS REVIEWED ON AN ANNUAL BASIS BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND IS COMPARED TO OUTSIDE DATA FOR REVIEW. AN ORGANIZATIONAL COMPENSATION SURVEY IS PERFORMED ON AN ANNUAL BASIS AND POSITIONS AND COMPENSATION ARE REVIEWED ON AN ONGOING BASIS BY MANAGEMENT AND COMPARED TO EXTERNAL SURVEYS AND MARKET DATA. FORM 990, PART VI, LINE 15B: AN ORGANIZATIONAL COMPENSATION SURVEY IS PERFORMED ON AN ANNUAL BASIS AND POSITIONS AND COMPENSATION ARE REVIEWED ON AN ONGOING BASIS BY MANAGEMENT AND COMPARED TO EXTERNAL SURVEYS AND MARKET DATA. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).