2025-08-15T13:20:51-05:00 2024-12-31 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2024-01-01 943093623 PURCHASER BUSINESS GROUP ON HEALTH PURC 4152818660 2041 EAST ST 1128 CONCORD CA 94520 GEANETTE TREADWAY CFO 4152818660 2025-08-15 1 1 COURTNEY MCFARLAND CPA P01645518 5083669100 2025-08-15 2024 2025-03-06 01:10:19Z X ELIZABETH MITCHELL 2041 EAST ST 1128 CONCORD CA 94520 12613526 0 X WWW.PBGH.ORG/ X 1990 CA TO IMPROVE THE QUALITY AND AVAILABILITY OF HEALTH CARE WHILE MODERATING COST. 10 10 40 10 0 0 4266656 2649345 2786422 7926218 645209 78172 2854143 170279 10552430 10824014 0 0 0 0 8196122 7441743 0 0 140725 5626130 4328245 13822252 11769988 -3269822 -945974 13330197 11002362 5347373 3911743 7982824 7090619 X TO BE A CHANGE AGENT CREATING INCREASED VALUE IN THE HEALTHCARE SYSTEM THROUGH PURCHASER COLLABORATION, INNOVATION, AND ACTION, AND THROUGH SPREAD OF BEST PRACTICES. 0 0 4620308 2259830 TRANSFORM CARE: THROUGH ITS CALIFORNIA QUALITY COLLABORATIVE (CQC), PBGH IS DEDICATED TO TRANSFORMING HEALTHCARE DELIVERY ACROSS CALIFORNIA TO ACHIEVE HIGHER QUALITY, GREATER EFFICIENCY, AND IMPROVED EQUITY FOR ALL PATIENTS. CQC ACCOMPLISHES THIS BY FOSTERING COLLABORATION AMONG DIVERSE STAKEHOLDERS AND LEADING STATEWIDE, MULTI-STAKEHOLDER IMPROVEMENT INITIATIVES THAT YIELD MEASURABLE GAINS IN HEALTH OUTCOMES. THESE INITIATIVES DEVELOP AND SPREAD BEST PRACTICES, PROVIDE CRUCIAL COACHING AND TECHNICAL SUPPORT TO THOSE IMPLEMENTING CHANGE, AND UNITE STAKEHOLDERS AND ALIGN THEIR EFFORTS FOR MAXIMUM COLLECTIVE IMPACT. CURRENT PRIORITIES INCLUDE SCALING ADVANCED PRIMARY CARE THROUGH MULTI-PAYER COLLABORATION FOR ALIGNED PAYMENT AND IMPLEMENTATION STRATEGIES, AS WELL AS TECHNICAL SUPPORT TO ACCELERATE ADOPTION OF VALUE-BASED PAYMENT MODELS, POPULATION HEALTH MANAGEMENT, INTEGRATED BEHAVIORAL HEALTH SERVICES, AND HEALTH DISPARITIES REDUCTION AMONG PROVIDERS AND PAYERS. 2950827 3549772 ACCELERATE TRANSPARENCY: PBGH SUPPORTS INCREASING TRANSPARENCY ABOUT HEALTHCARE COST AND QUALITY, WHILE ALSO CHANGING TO COMMERCIAL PAYMENT MODELS THAT MOVE TOWARD PAYING FOR VALUE. AFTER THE CONSOLIDATED APPROPRIATIONS ACT, 2021, NEW HOSPITAL PRICING DATA WAS SLOWLY MADE AVAILABLE, HOWEVER IT HAS NOT BEEN USER FRIENDLY NOR COMPREHENSIVE ENOUGH FOR PURCHASERS TO BE ABLE TO LEVERAGE EFFECTIVELY. PBGH WORKS WITH PURCHASERS TO EFFECTIVELY LEVERAGE PRICE TRANSPARENCY IN THEIR FIDUCIARY OBLIGATIONS. PBGH ALSO SUPPORTS MEMBERS IN EVALUATING QUALITY OF CLINICAL CARE, PARTICULARLY FOR ADVANCED PRIMARY CARE, TO BRING TRANSPARENCY TO THE QUALITY OF CARE BEING DELIVERED. 1428758 2080303 PURCHASER VALUE: PBGH PARTNERS WITH EMPLOYERS WHO PURCHASE HEALTH CARE FOR THEIR EMPLOYEES TO CREATE MEASURABLE PROGRESS TOWARD A MORE EFFICIENT AND EFFECTIVE HEALTHCARE SYSTEM. PBGH SUPPORTS HEALTH CARE PURCHASERS AND MEMBERS, BY PROVIDING SERVICES INCLUDING: EDUCATION, TECHNICAL ASSISTANCE, AND ACCESS TO NETWORKING AND PARTNERSHIP OPPORTUNITIES. 867343 55113 INFLUENCE POLICY: PBGH REPRESENTS ITS MEMBER ORGANIZATIONS WITH A STRONG, UNIFIED VOICE IN WASHINGTON, DC BY TESTIFYING IN CONGRESS, COMMUNICATING WITH THE WHITE HOUSE AND AGENCY STAFF, SERVING ON KEY ADVISORY BODIES, AND PUBLISHING ISSUE BRIEFS, BLOG POSTS, AND OP-EDS ABOUT CURRENT TOPICS IN HEALTHCARE. 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, FOSTERING OF COMPETITIVE MARKETS, AND IMPROVING ADVANCED PRIMARY CARE AND MATERNAL HEALTH. 867343 55113 9867236 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 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 61 0 1 40 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X GEANETTE TREADWAY CFO 4152818660 2041 EAST ST 1128 CONCORD CA 94520 ALDY DUFFIELD CHAIR 1.00 X X 0 0 0 JEFF WHITE TREASURER 1.00 X X 0 0 0 MELISSA REAL SECRETARY 0.25 X X 0 0 0 MICHAEL COSTELLO MEMBER-AT-LARGE 0.25 X 0 0 0 MILT EZZARD MEMBER-AT-LARGE 0.25 X 0 0 0 DONALD MOULDS MEMBER-AT-LARGE 0.25 X 0 0 0 ROB PACZKOWSKI MEMBER-AT-LARGE 0.25 X 0 0 0 JULEE WELLER MEMBER-AT-LARGE 0.25 X 0 0 0 KATELYN JOHNSON MEMBER-AT-LARGE 0.25 X 0 0 0 CELINE CANNIZZARO MEMBER-AT-LARGE 0.25 X 0 0 0 ELIZABETH MITCHELL CHIEF EXECUTIVE OFFICER 40.00 X 798805 60000 53827 WON ANDERSEN CHIEF OPERATING OFFICER 40.00 X 371100 0 66306 GEANETTE TREADWAY CHIEF FINANCIAL OFFICER 40.00 X 249585 0 48081 LISA STEINHART-ZAMOSKY CHIEF COMM. OFFICER (UNTIL 4/2024) 40.00 X 196888 0 23982 RAYMOND TSAI VP ADVANCED PRIMARY CARE 40.00 X 319951 0 44374 CRYSTAL EUBANKS VP CARE TRANSFORMATION 40.00 X 318408 0 61195 RANDA DEATON VP PURCHASER ENGAGEMENT 40.00 X 284359 0 40749 PETER ROBERTSON SR. DIR. PRACTICE TRANSFORMATION 40.00 X 249496 0 44541 RACHEL BRODIE SR. DIR. MEASUREMENT (UNTIL 8/2024) 40.00 X 238806 0 44187 EMMA HOO DIR., VALUE BASED PURCH(UNTIL 7/2024) 40.00 X 249661 0 26962 KRISTINA MODY ASSOC. DIR., PRACTICE TRANSFORMATION 40.00 X 197537 0 39896 MELISSA PRECIADO ASSOC. DIR., EQUITY AND TRANSFORMATION 40.00 X 180424 0 42976 3655020 60000 537076 25 0 1 0 CENTER FOR THE STUDY OF SERVICES 1625 K STREET NW 8TH FL WASHINGTON DC 20006 SURVEY SERVICES 1533475 COLLABORATIVE FAMILY HEALTHCARE ASSOCIAT 11312 US 15-501 STE 107-154 CHAPEL HILL NC 27517 SUBJECT MATTER EXPERTISE 239000 ERNST & YOUNG US LLP 200 PLAZA DRIVE SUITE 2222 SECAUCUS NJ 07094 SUBJECT MATTER EXPERTISE 180000 SEGAL BENZ 180 HOWARD STREET SAN FRANCISCO CA 94105 SUBJECT MATTER EXPERTISE 175500 4 2649345 2649345 CONTRACT REVENUE 541610 2438173 2438173 HEALTH PLAN FEES 541610 2209047 2209047 SPONSORSHIP REVENUE 541610 2012498 2012498 MEMBERSHIP DUES 541610 1266500 1266500 7926218 274472 274472 151479 0 151479 151479 151479 1593212 1789512 -196300 -196300 -196300 OTHER INCOME 900099 18800 18800 18800 10824014 7945018 0 229651 X 2876863 2358391 406521 111951 3455924 2693284 759379 3261 314027 240417 69415 4195 403015 317214 79530 6271 391914 311833 73094 6987 35353 22662 8955 3736 92399 92399 35600 35600 5926 5926 2889976 2783071 105898 1007 41435 40359 1076 168222 117940 49748 534 287373 237218 47835 2320 165544 148779 16634 131 384682 376245 8251 186 DUES AND SUBSCRIPTIONS 126412 113420 12992 CREDIT LOSSES 80639 67680 12813 146 MISCELLANEOUS EXPENSE 12882 1746 11136 TAXES AND LICENSES 1802 1377 425 11769988 9867236 1762027 140725 1600690 259956 2009000 5538865 4165393 6996502 712733 108838 89209 0 4687 1629090 56 981390 236150 13330197 11002362 2124921 1641661 2138602 1601442 1083850 668640 5347373 3911743 X -739745 623786 8722569 6466833 7982824 7090619 13330197 11002362 X -945974 160478 -106709 X X 0 1 X 1 0 X 7011569 5398822 12911446 4266656 2649345 32237838 7011569 5398822 12911446 4266656 2649345 32237838 12166499 20071339 91967 113267 102267 145919 425951 879371 659084 567033 1226117 34343326 23578060 0.58440 0.58780 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 659,084. 2021 AMOUNT: $ 567,033. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 39281 0 0 39281 0 PART II-B, LINE 1: THE SR. ADVISOR OF HEALTH POLICY AND WASHINGTON COUNCIL ERNST & YOUNG CONDUCTED MEETINGS WITH VARIOUS STATE AND FEDERAL LEGISLATORS TO DISCUSS DRUG PRICE LIMITS, COST CONTAINMENT MEASURES, HEALTHCARE AFFORDABILITY, PRICE TRANSPARENCY AND OTHER PBGH PRIORITIES 0 OPERATING LEASE LIABILITY 668640 668640 X PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE CONSOLIDATED FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS AT DECEMBER 31, 2024. THE ORGANIZATION'S RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE JURISDICTIONS. X 1 1 X X X X 1 0 0 0 0 0 0 1 0 ELIZABETH MITCHELL CHIEF EXECUTIVE OFFICER 629118 0 169687 0 0 60000 34500 0 19327 0 852632 60000 0 0 WON ANDERSEN CHIEF OPERATING OFFICER 284402 0 86698 0 0 0 34500 0 31806 0 437406 0 0 0 CRYSTAL EUBANKS VP CARE TRANSFORMATION 267481 0 50927 0 0 0 32462 0 28733 0 379603 0 0 0 RAYMOND TSAI VP ADVANCED PRIMARY CARE 274507 0 45444 0 0 0 32094 0 12280 0 364325 0 0 0 RANDA DEATON VP PURCHASER ENGAGEMENT 237569 0 46790 0 0 0 28918 0 11831 0 325108 0 0 0 GEANETTE TREADWAY CHIEF FINANCIAL OFFICER 242085 0 7500 0 0 0 25750 0 22331 0 297666 0 0 0 PETER ROBERTSON SR. DIR. PRACTICE TRANSFORMATION 209955 0 39541 0 0 0 25215 0 19326 0 294037 0 0 0 RACHEL BRODIE SR. DIR. MEASUREMENT (UNTIL 8/2024) 193283 0 45523 0 0 0 24429 0 19758 0 282993 0 0 0 EMMA HOO DIR., VALUE BASED PURCH(UNTIL 7/2024 176392 0 31170 0 42099 0 20971 0 5991 0 276623 0 0 0 KRISTINA MODY ASSOC. DIR., PRACTICE TRANSFORMATION 172872 0 24665 0 0 0 20362 0 19534 0 237433 0 0 0 MELISSA PRECIADO ASSOC. DIR., EQUITY AND TRANSFORMATI 169834 0 10590 0 0 0 18059 0 24917 0 223400 0 0 0 LISA STEINHART-ZAMOSKY CHIEF COMM. OFFICER (UNTIL 4/2024) 128334 0 46215 0 22339 0 17512 0 6470 0 220870 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 4A SEVERANCE PAYMENTS OF OF $42,099 AND $22,339 WERE MADE TO EMMA HOO AND LISA KAREN STEINHART-ZAMOSKY, RESPECTIVELY, IN 2024. 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 COMPENTENCY 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 FORM 990 IS INITIALLY REVIEWED BY THE CEO & CFO. IT IS 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 COO FOR 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 THE PRESIDENT & CEO'S STARTING SALARY IS DETERMINED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS UTILIZING INDUSTRY-SPECIFIC BENCHMARK STUDIES THAT INCLUDE COMPARABILITY DATA FROM OTHER ORGANIZATIONS. COMPENSATION INCREASES AND INCENTIVE PAYMENTS FOR THE PRESIDENT & CEO DETERMINATIONS ARE BASED UPON THE ANNUAL PERFORMANCE REVIEW CONDUCTED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. THE BASIS FOR THE DETERMINATIONS IS THE PRESIDENT & CEO'S PERFORMANCE IN CONJUNCTION WITH PERIODIC INDUSTRY-SPECIFIC BENCHMARK STUDIES THAT INCLUDE COMPARABILITY DATA FROM OTHER ORGANIZATIONS. COMPENSATION DETERMINATIONS FOR THE PRESIDENT & CEO ARE CONTEMPORANEOUSLY DOCUMENTED IN WRITING. THE STARTING SALARY OF OFFICERS AND KEY EMPLOYEES IS BASED UPON INDUSTRY-SPECIFIC BENCHMARK STUDIES THAT INCLUDE COMPARABILITY DATA FROM OTHER ORGANIZATIONS. INCREASES AND INCENTIVE PAYMENTS ARE BASED UPON ANNUAL PERFORMANCE REVIEWS OR AS THE RESULT OF AN INDUSTRY-SPECIFIC BENCHMARK STUDY REVIEW. 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 OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 39,589. MANAGEMENT AND GENERAL EXPENSES 16,279. FUNDRAISING EXPENSES 707. TOTAL EXPENSES 56,575. CONSULTANTS/ADMINSTRATIVE SERVICES: PROGRAM SERVICE EXPENSES 2,743,482. MANAGEMENT AND GENERAL EXPENSES 89,619. FUNDRAISING EXPENSES 300. TOTAL EXPENSES 2,833,401. FORM 990, PART XI, LINE 9: TRANSFER OF PBGHNA NET ASSETS 87,547. IMPAIRMENT -194,256. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PURCHASER BUSINESS GROUP ON HEALTH NEGOTIATING ALLIANCE (UNTIL 112024) 2041 EAST ST STE 1128 CONCORD CA 945202126 943219430 HEALTHCARE IMPROVEMENTS & NEGOTIATE LOWER HEALTHCARE COSTS CA PBGH C 22685 1.00000 1 EMSANA HEALTH INC 2041 EAST ST STE 1128 CONCORD CA 945202126 861602754 PURCHASING SERVICES FOR HEALTHCARE AND PHARMACY PRODUCTS CA PBGH C 855451 0.73000 1 EMSANACARE INC 222 W MERCHANDISE MART PLAZA SUITE CHICAGO IL 60654 862544683 GUIDING EMPLOYEES AND THEIR FAMILIES TO PREMIUM PRIMARY AND SPECIALTY CARE. IL PBGH C 1875846 863657 0.55000 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 PURCHASER BUSINESS GROUP ON HEALTH NEGOTIATING ALLIANCE S 87547 FMV