PURCHASER BUSINESS GROUP ON HEALTH: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PURCHASER BUSINESS GROUP ON HEALTH (EIN 94-3093623)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202243149349304229
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T12:34:33-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12657 ALCOSTA BLVD STE 500 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945834600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943093623 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PURCHASER BUSINESS GROUP ON HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PURC | BusinessNameControlTxt |
| Phone | 4152818660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 BATTERY STREET 480 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNIS RIZZO | PersonNm |
| Person Title | CFO & COO | PersonTitleTxt |
| Phone | 4152818660 | PhoneNum |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DENNIS | PersonFirstNm |
| Person Last | RIZZO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW PETROSKI | PreparerPersonNm |
| PTIN | P00853132 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2022-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DENNIS RIZZO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 BATTERY STREET 480 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,162,601 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PBGH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE THE QUALITY AND AVAILABILITY OF HEALTH CARE WHILE MODERATING COST. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 36 | TotalEmployeeCnt |
| Total Volunteers | 91 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,011,659 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,398,822 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,011,568 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,391,750 | CYProgramServiceRevenueAmt |
| PY Investment Income | $154,905 | PYInvestmentIncomeAmt |
| CY Investment Income | $400,346 | CYInvestmentIncomeAmt |
| PY Other Revenue | $659,084 | PYOtherRevenueAmt |
| CY Other Revenue | $567,033 | CYOtherRevenueAmt |
| PY Total Revenue | $9,837,216 | PYTotalRevenueAmt |
| CY Total Revenue | $8,757,951 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,125,653 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,889,730 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $126,666 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,551,197 | PYOtherExpensesAmt |
| CY Other Expenses | $4,947,578 | CYOtherExpensesAmt |
| PY Total Expenses | $10,676,850 | PYTotalExpensesAmt |
| CY Total Expenses | $11,837,308 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$839,634 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,079,357 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,364,484 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,788,968 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,739,524 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,286,738 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,624,960 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,502,230 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,697,358 | ExpenseAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,035,972 | ExpenseAmt |
| Revenue | $429,269 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,743,451 | ExpenseAmt |
| Revenue | $1,962,481 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,757,465 | ExpenseAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,757,465 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $9,234,246 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 84 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 36 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENNIS RIZZO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4152818660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 BATTERY STREET 480 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| LISA WOODS | |||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DOUG MCKEEVER | |||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JEFF WHITE | |||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SUE BIRCH | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BILL DINGER | |||||||||
| DIRECTOR (LEFT 01/21) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALDY DUFFIELD | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MILT EZZARD | |||||||||
| DIRECTOR (START 05/21) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROB PACZKOWSKI | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MELISSA REAL | |||||||||
| DIRECTOR (START 05/21) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LESLIE SCHLAEGEL | |||||||||
| DIRECTOR (LEFT 06/21) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PASCALE THOMAS | |||||||||
| DIRECTOR (START 05/21) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JULEE WELLER | |||||||||
| DIRECTOR (START 05/21) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TERESA WOLOWNIK | |||||||||
| DIRECTOR (LEFT 02/21) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELIZABETH MITCHELL | |||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $742,501 | $18,400 | $49,565 | 3.00 | |||
| SUSAN AU | |||||||||
| CHIEF FINANCIAL OFFICER (LEFT 08/21) | 40.00 | Yes (X) | $197,139 | $0 | $23,777 | ||||
| MARYBETH SHARPE | |||||||||
| COO & DIR. OF STRATEGY | 40.00 | $343,631 | $0 | $59,148 | Yes (X) | ||||
| RACHEL BRODIE | |||||||||
| SENIOR DIR. MEASUREMENT AND ACCOUNTANT | 40.00 | $233,704 | $0 | $53,298 | Yes (X) | ||||
| EMMA HOO | |||||||||
| DIRECTOR, VALUE BASED PURCHASING | 40.00 | $228,408 | $0 | $35,412 | Yes (X) | ||||
| WILLIAM KRAMER | |||||||||
| EXECUTIVE DIRECTOR, HEALTH POLICY | 40.00 | $136,002 | $0 | $16,108 | Yes (X) | ||||
| LISA STEINHART-ZAMOSKY | |||||||||
| CHIEF COMMUNICATIONS OFFICER | 40.00 | $242,582 | $0 | $37,711 | Yes (X) | ||||
| CRYSTAL EUBANKS | |||||||||
| SENIOR DIRECTOR, CARE REDESIGN | 40.00 | $224,794 | $0 | $51,162 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,348,761 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $18,400 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $326,181 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 22 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CENTER FOR THE STUDY OF SERVICES | |||||
| 1625 K STREET NW 8TH FLOOR | WASHINGTON | DC | 20006 | SURVEY SERVICES | $1,194,134 |
| ROBERT HALF INTERNATIONAL INC | |||||
| PO BOX 743295 | LOS ANGELES | CA | 90074 | TEMPORARY STAFFING | $166,096 |
| NEETEK SYSTEMS INTEGRATION INC | |||||
| 1700 MONTGOMERY ST STE 209 | SAN FRANCISCO | CA | 94111 | IT SUPPORT | $165,489 |
| RAND CORPORATION | |||||
| PO BOX 2138 | SANTA MONICA | CA | 90407 | CONSULTING ON TESTING DATA ANALYSES | $127,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,124,500 | MembershipDuesAmt |
| Government Grants | $2,322,749 | GovernmentGrantsAmt |
| All Other Contributions | $1,951,573 | AllOtherContributionsAmt |
| Total Contributions | $5,398,822 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HEALTH PLAN FEES | 541610 | $1,962,481 | $1,962,481 |
| CONTRACT REVENUE | 541610 | $429,269 | $429,269 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,391,750 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $113,267 | TotalRevenueColumnAmt |
| Exclusion | $113,267 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $691,729 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $404,650 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $287,079 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $287,079 | TotalRevenueColumnAmt |
| Exclusion | $287,079 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $567,033 | TotalRevenueColumnAmt |
| Exclusion | $567,033 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $567,033 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,757,951 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,391,750 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $967,379 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,434,161 | TotalAmt |
| Program Services | $1,093,299 | ProgramServicesAmt |
| Management And General | $317,207 | ManagementAndGeneralAmt |
| Fundraising | $23,655 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,304,833 | TotalAmt |
| Program Services | $3,287,770 | ProgramServicesAmt |
| Management And General | $944,076 | ManagementAndGeneralAmt |
| Fundraising | $72,987 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,998 | TotalAmt |
| Program Services | $177,868 | ProgramServicesAmt |
| Management And General | $58,717 | ManagementAndGeneralAmt |
| Fundraising | $4,413 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $587,745 | TotalAmt |
| Program Services | $455,869 | ProgramServicesAmt |
| Management And General | $122,936 | ManagementAndGeneralAmt |
| Fundraising | $8,940 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,993 | TotalAmt |
| Program Services | $237,418 | ProgramServicesAmt |
| Management And General | $80,931 | ManagementAndGeneralAmt |
| Fundraising | $3,644 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352,498 | TotalAmt |
| Program Services | $148,668 | ProgramServicesAmt |
| Management And General | $203,830 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,301 | TotalAmt |
| Program Services | $36,059 | ProgramServicesAmt |
| Management And General | $10,462 | ManagementAndGeneralAmt |
| Fundraising | $780 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,657,851 | TotalAmt |
| Program Services | $3,201,186 | ProgramServicesAmt |
| Management And General | $452,402 | ManagementAndGeneralAmt |
| Fundraising | $4,263 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,983 | TotalAmt |
| Program Services | $15,066 | ProgramServicesAmt |
| Management And General | $5,917 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,680 | TotalAmt |
| Program Services | $130,853 | ProgramServicesAmt |
| Management And General | $61,432 | ManagementAndGeneralAmt |
| Fundraising | $1,395 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,905 | TotalAmt |
| Program Services | $301,672 | ProgramServicesAmt |
| Management And General | $116,411 | ManagementAndGeneralAmt |
| Fundraising | $3,822 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,173 | TotalAmt |
| Program Services | $3,972 | ProgramServicesAmt |
| Management And General | $2,560 | ManagementAndGeneralAmt |
| Fundraising | $1,641 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,210 | TotalAmt |
| Program Services | $31,089 | ProgramServicesAmt |
| Management And General | $1,101 | ManagementAndGeneralAmt |
| Fundraising | $1,020 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$2,340 | TotalAmt |
| Program Services | -$3,565 | ProgramServicesAmt |
| Management And General | $1,225 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,584 | TotalAmt |
| Program Services | -$631 | ProgramServicesAmt |
| Management And General | $59,215 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $150,794 | $114,103 | $36,619 | $72 |
| TAX & LICENSES | $4,006 | $2,632 | $1,340 | $34 |
| MISCELLANEOUS | $933 | $918 | $15 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,837,308 | TotalAmt |
| Program Services | $9,234,246 | ProgramServicesAmt |
| Management And General | $2,476,396 | ManagementAndGeneralAmt |
| Fundraising | $126,666 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,028,822 | BOYAmt |
| EOY | $2,873,335 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,787,788 | BOYAmt |
| EOY | $1,189,888 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,078 | BOYAmt |
| EOY | $68,814 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $346,049 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $193,569 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,695 | BOYAmt |
| EOY | $152,480 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,202,150 | BOYAmt |
| EOY | $5,123,752 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,951 | BOYAmt |
| EOY | $380,699 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,364,484 | BOYAmt |
| EOY | $9,788,968 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,229,805 | BOYAmt |
| EOY | $2,088,097 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,509,719 | BOYAmt |
| EOY | $1,198,641 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,739,524 | BOYAmt |
| EOY | $3,286,738 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,347,444 | BOYAmt |
| EOY | $3,600,196 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,277,516 | BOYAmt |
| EOY | $2,902,034 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,624,960 | BOYAmt |
| EOY | $6,502,230 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,364,484 | BOYAmt |
| EOY | $9,788,968 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,079,357 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$77,013 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $1,033,640 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,174,957 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,979,151 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,674,995 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,450,754 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,398,822 | CurrentTaxYearAmt |
| Total | $48,678,679 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,174,957 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,979,151 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,674,995 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,450,754 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,398,822 | CurrentTaxYearAmt |
| Total | $48,678,679 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,089,745 | SubstantialContributorsTotAmt |
| Public Support Total170 | $41,588,934 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $240,397 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $213,008 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $179,689 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $91,967 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $113,267 | CurrentTaxYearAmt |
| Total | $838,328 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $101,633 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,265 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,266 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $659,084 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $567,033 | CurrentTaxYearAmt |
| Total | $1,388,281 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $50,905,288 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $8,888,587 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81700 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82740 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 1 COLUMNS (C) AND (D) | FormAndLineReferenceDesc |
| Explanation | PER THE AUDIT REPORT, THERE WAS A PRIOR PERIOD RESTATEMENT DUE TO ERRORS IN THE ORGANIZATION'S ACCOUNTING FOR CONTRIBUTION REVENUE. THERE WERE CONTRIBUTIONS THAT SHOULD HAVE BEEN RECOGNIZED IN YEARS 2019 AND 2020. TO ADJUST FOR THIS, $595,545 WAS ADDED TO SCHEDULE A, PART II, LINE 1 COLUMN (C) FOR 2019, AND $439,095 WAS ADDED TO SCHEDULE A, PART II, LINE 1 COLUMN (D) FOR 2020. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $6,442 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $6,442 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | CEO AND POLICY TEAM SPENT MOSTLY HALF HOUR MEETINGS WITH VARIOUS FEDERAL AND STATE LEGISLATORS IN 2021 TO DISCUSS CA AB1130, LOWER HEALTH CARE COSTS ACT, DRUG PRICE LIMITS, CA OFFICE OF HEALTH CARE AFFORDABILITY, COST CONTAINMENT, AND OTHER PBGH PRIORITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $311,002 | OtherCostOrOtherBasisAmt |
| Depreciation | $180,527 | DepreciationAmt |
| Book Value | $130,475 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,047 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,042 | DepreciationAmt |
| Book Value | $22,005 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $152,480 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,680,938 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$77,013 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$77,013 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,757,951 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,757,951 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,837,308 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,837,308 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,837,308 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PACIFIC BUSINESS GROUP ON HEALTH HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND UNDER SECTION 23701D OF THE CALIFORNIA FRANCHISE TAX BOARD. THE NEGOTIATING ALLIANCE IS A CALIFORNIA NONPROFIT MUTUAL BENEFIT CORPORATION THAT IS SUBJECT TO FEDERAL INCOME AND STATE FRANCHISE TAXES, HOWEVER, NEGOTIATING ALLIANCE ACTIVITIES ARE NOT SIGNIFICANT TO THE CONSOLIDATED FINANCIAL STATEMENTS. ACCORDINGLY, SINCE THE PRIMARY OPERATIONS OF PBGH ARE IN MANAGEMENT'S JUDGMENT EXEMPT FROM FEDERAL INCOME AND STATE FRANCHISE TAXES, NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THESE CONSOLIDATED FINANCIAL STATEMENTS FOR THE YEARS ENDED DECEMBER 31, 2021 AND 2020. PBGH HAS EVALUATED CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2021 AND 2020, PBGH DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PBGH FILES U.S. FEDERAL, AND U.S. STATE RETURNS AS APPLICABLE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | Yes (1) | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELIZABETH MITCHELL | ||||||||||||||
| PRESIDENT & CEO | $570,901 | $0 | $171,600 | $0 | $0 | $18,400 | $31,342 | $0 | $18,223 | $0 | $792,066 | $18,400 | $0 | $0 |
| MARYBETH SHARPE | ||||||||||||||
| COO & DIR. OF STRATEGY | $293,151 | $0 | $50,000 | $0 | $480 | $0 | $32,097 | $0 | $27,051 | $0 | $402,779 | $0 | $0 | $0 |
| RACHEL BRODIE | ||||||||||||||
| SENIOR DIR. MEASUREMENT AND ACCOUNTA | $233,224 | $0 | $0 | $0 | $480 | $0 | $26,308 | $0 | $26,990 | $0 | $287,002 | $0 | $0 | $0 |
| LISA STEINHART-ZAMOSKY | ||||||||||||||
| CHIEF COMMUNICATIONS OFFICER | $242,102 | $0 | $0 | $0 | $480 | $0 | $21,419 | $0 | $16,292 | $0 | $280,293 | $0 | $0 | $0 |
| CRYSTAL EUBANKS | ||||||||||||||
| SENIOR DIRECTOR, CARE REDESIGN | $224,314 | $0 | $0 | $0 | $480 | $0 | $24,321 | $0 | $26,841 | $0 | $275,956 | $0 | $0 | $0 |
| EMMA HOO | ||||||||||||||
| DIRECTOR, VALUE BASED PURCHASING | $227,928 | $0 | $0 | $0 | $480 | $0 | $25,262 | $0 | $10,150 | $0 | $263,820 | $0 | $0 | $0 |
| SUSAN AU | ||||||||||||||
| CHIEF FINANCIAL OFFICER (LEFT 08/21) | $177,139 | $0 | $20,000 | $0 | $0 | $0 | $16,868 | $0 | $6,909 | $0 | $220,916 | $0 | $0 | $0 |
| WILLIAM KRAMER | ||||||||||||||
| EXECUTIVE DIRECTOR, HEALTH POLICY | $133,864 | $0 | $1,658 | $0 | $480 | $0 | $15,709 | $0 | $399 | $0 | $152,110 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 4C | ELIZABETH MITCHELL, PRESIDENT AND CEO WAS AWARDED STOCK IN EMSANA INC'S STOCK (A RELATED CORPORATION) IN THE AMOUNT OF $18,400. THIS AMOUNT IS REPORTED IN SCHEDULE J, PART II, COLUMN (B)(III) OTHER TAXABLE INCOME. |
| 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION'S BYLAWS WERE UPDATED ON APRIL 2021. THE ROLE VICE-CHAIR/CHAIR-ELECT BOARD OFFICER WAS DELETED. |
| 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 3,201,186. MANAGEMENT AND GENERAL EXPENSES 452,402. FUNDRAISING EXPENSES 4,263. TOTAL EXPENSES 3,657,851. |
| 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. |
| FORM 990, PART XII, LINE 2C | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| FORM 990, PART XI, LINE 8 | PER THE AUDIT REPORT, THE ORGANIZATION IDENTIFIED ERRORS IN THE ACCOUNTING FOR CONTRIBUTION REVENUE. PBGH RECEIVED UNCONDITIONAL DONOR-RESTRICTED CONTRIBUTIONS DURING 2019 AND 2020 THAT SHOULD HAVE BEEN RECOGNIZED AS REVENUES IN EACH RESPECTIVE YEAR. THE FINANCIAL STATEMENTS HAVE BEEN RESTATED FOR THE YEAR ENDED DECEMBER 31, 2020 TO CORRECT THE ERRORS. A PRIOR PERIOD ADJUSTMENT OF $1,033,640 HAS BEEN INCLUDED ON FORM 990, PART XI, LINE 8 TO ACCOUNT FOR THE ADJUSTMENTS MADE. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $99,255 | $196,847 | 1.00000 | Yes (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 | -$480,348 | $1,206,571 | 0.56000 | Yes (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 | -$27,013 | $217,823 | 0.50400 | Yes (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 | -$456,175 | $706,294 | 0.50400 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE PURCHASER BUSINESS GROUP ON HEALTH NEGOTIATING ALLIANCE | ||
| Q | $97,223 | FMV |
| EMSANA HEALTH INC | ||
| P | $1,004,288 | FMV |
| EMSANA HEALTH INC | ||
| D | $283,442 | FMV |
| EMSANACARE INC | ||
| Q | $53,597 | FMV |
| EMSANARX INC | ||
| Q | $569,316 | FMV |