PURCHASER BUSINESS GROUP ON HEALTH: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PURCHASER BUSINESS GROUP ON HEALTH (EIN 94-3093623)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-15
- IRS object ID
- 202532279349303073
- Schema version
- 2024v5.2
- 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 | 2025-08-15T13:20:51-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2041 EAST ST 1128 | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94520 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEANETTE TREADWAY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4152818660 | PhoneNum |
| Signature | 2025-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COURTNEY MCFARLAND CPA | PreparerPersonNm |
| PTIN | P01645518 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2025-08-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | ELIZABETH MITCHELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2041 EAST ST 1128 | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,613,526 | 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 | 40 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,266,656 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,649,345 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,786,422 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,926,218 | CYProgramServiceRevenueAmt |
| PY Investment Income | $645,209 | PYInvestmentIncomeAmt |
| CY Investment Income | $78,172 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,854,143 | PYOtherRevenueAmt |
| CY Other Revenue | $170,279 | CYOtherRevenueAmt |
| PY Total Revenue | $10,552,430 | PYTotalRevenueAmt |
| CY Total Revenue | $10,824,014 | 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 | $8,196,122 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,441,743 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $140,725 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,626,130 | PYOtherExpensesAmt |
| CY Other Expenses | $4,328,245 | CYOtherExpensesAmt |
| PY Total Expenses | $13,822,252 | PYTotalExpensesAmt |
| CY Total Expenses | $11,769,988 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,269,822 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$945,974 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,330,197 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,002,362 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,347,373 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,911,743 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,982,824 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,090,619 | 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 SPREAD OF BEST PRACTICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,620,308 | ExpenseAmt |
| Revenue | $2,259,830 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,950,827 | ExpenseAmt |
| Revenue | $3,549,772 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,428,758 | ExpenseAmt |
| Revenue | $2,080,303 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $867,343 | ExpenseAmt |
| Revenue | $55,113 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $867,343 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $55,113 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $9,867,236 | 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | 61 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 40 | 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 | 0 | 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 | GEANETTE TREADWAY CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4152818660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2041 EAST ST 1128 | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94520 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ALDY DUFFIELD | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JEFF WHITE | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MELISSA REAL | ||||||||
| SECRETARY | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL COSTELLO | ||||||||
| MEMBER-AT-LARGE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MILT EZZARD | ||||||||
| MEMBER-AT-LARGE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| DONALD MOULDS | ||||||||
| MEMBER-AT-LARGE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| ROB PACZKOWSKI | ||||||||
| MEMBER-AT-LARGE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| JULEE WELLER | ||||||||
| MEMBER-AT-LARGE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| KATELYN JOHNSON | ||||||||
| MEMBER-AT-LARGE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| CELINE CANNIZZARO | ||||||||
| MEMBER-AT-LARGE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH MITCHELL | ||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $798,805 | $60,000 | $53,827 | |||
| WON ANDERSEN | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $371,100 | $0 | $66,306 | |||
| GEANETTE TREADWAY | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $249,585 | $0 | $48,081 | |||
| LISA STEINHART-ZAMOSKY | ||||||||
| CHIEF COMM. OFFICER (UNTIL 4/2024) | 40.00 | Yes (X) | $196,888 | $0 | $23,982 | |||
| RAYMOND TSAI | ||||||||
| VP ADVANCED PRIMARY CARE | 40.00 | $319,951 | $0 | $44,374 | Yes (X) | |||
| CRYSTAL EUBANKS | ||||||||
| VP CARE TRANSFORMATION | 40.00 | $318,408 | $0 | $61,195 | Yes (X) | |||
| RANDA DEATON | ||||||||
| VP PURCHASER ENGAGEMENT | 40.00 | $284,359 | $0 | $40,749 | Yes (X) | |||
| PETER ROBERTSON | ||||||||
| SR. DIR. PRACTICE TRANSFORMATION | 40.00 | $249,496 | $0 | $44,541 | Yes (X) | |||
| RACHEL BRODIE | ||||||||
| SR. DIR. MEASUREMENT (UNTIL 8/2024) | 40.00 | $238,806 | $0 | $44,187 | Yes (X) | |||
| EMMA HOO | ||||||||
| DIR., VALUE BASED PURCH(UNTIL 7/2024) | 40.00 | $249,661 | $0 | $26,962 | Yes (X) | |||
| KRISTINA MODY | ||||||||
| ASSOC. DIR., PRACTICE TRANSFORMATION | 40.00 | $197,537 | $0 | $39,896 | Yes (X) | |||
| MELISSA PRECIADO | ||||||||
| ASSOC. DIR., EQUITY AND TRANSFORMATION | 40.00 | $180,424 | $0 | $42,976 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,655,020 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $60,000 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $537,076 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 25 | 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 FL | WASHINGTON | DC | 20006 | SURVEY SERVICES | $1,533,475 |
| COLLABORATIVE FAMILY HEALTHCARE ASSOCIAT | |||||
| 11312 US 15-501 STE 107-154 | CHAPEL HILL | NC | 27517 | SUBJECT MATTER EXPERTISE | $239,000 |
| ERNST & YOUNG US LLP | |||||
| 200 PLAZA DRIVE SUITE 2222 | SECAUCUS | NJ | 07094 | SUBJECT MATTER EXPERTISE | $180,000 |
| SEGAL BENZ | |||||
| 180 HOWARD STREET | SAN FRANCISCO | CA | 94105 | SUBJECT MATTER EXPERTISE | $175,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,649,345 | AllOtherContributionsAmt |
| Total Contributions | $2,649,345 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACT REVENUE | 541610 | $2,438,173 | $2,438,173 |
| HEALTH PLAN FEES | 541610 | $2,209,047 | $2,209,047 |
| SPONSORSHIP REVENUE | 541610 | $2,012,498 | $2,012,498 |
| MEMBERSHIP DUES | 541610 | $1,266,500 | $1,266,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,926,218 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $274,472 | TotalRevenueColumnAmt |
| Exclusion | $274,472 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $151,479 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $151,479 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $151,479 | TotalRevenueColumnAmt |
| Exclusion | $151,479 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,593,212 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,789,512 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$196,300 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$196,300 | TotalRevenueColumnAmt |
| Exclusion | -$196,300 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $18,800 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,800 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $18,800 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,824,014 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,945,018 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $229,651 | 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 | $2,876,863 | TotalAmt |
| Program Services | $2,358,391 | ProgramServicesAmt |
| Management And General | $406,521 | ManagementAndGeneralAmt |
| Fundraising | $111,951 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,455,924 | TotalAmt |
| Program Services | $2,693,284 | ProgramServicesAmt |
| Management And General | $759,379 | ManagementAndGeneralAmt |
| Fundraising | $3,261 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,027 | TotalAmt |
| Program Services | $240,417 | ProgramServicesAmt |
| Management And General | $69,415 | ManagementAndGeneralAmt |
| Fundraising | $4,195 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,015 | TotalAmt |
| Program Services | $317,214 | ProgramServicesAmt |
| Management And General | $79,530 | ManagementAndGeneralAmt |
| Fundraising | $6,271 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,914 | TotalAmt |
| Program Services | $311,833 | ProgramServicesAmt |
| Management And General | $73,094 | ManagementAndGeneralAmt |
| Fundraising | $6,987 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,353 | TotalAmt |
| Program Services | $22,662 | ProgramServicesAmt |
| Management And General | $8,955 | ManagementAndGeneralAmt |
| Fundraising | $3,736 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,399 | TotalAmt |
| Management And General | $92,399 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,600 | TotalAmt |
| Program Services | $35,600 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,926 | TotalAmt |
| Management And General | $5,926 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,889,976 | TotalAmt |
| Program Services | $2,783,071 | ProgramServicesAmt |
| Management And General | $105,898 | ManagementAndGeneralAmt |
| Fundraising | $1,007 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,435 | TotalAmt |
| Program Services | $40,359 | ProgramServicesAmt |
| Management And General | $1,076 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,222 | TotalAmt |
| Program Services | $117,940 | ProgramServicesAmt |
| Management And General | $49,748 | ManagementAndGeneralAmt |
| Fundraising | $534 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,373 | TotalAmt |
| Program Services | $237,218 | ProgramServicesAmt |
| Management And General | $47,835 | ManagementAndGeneralAmt |
| Fundraising | $2,320 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,544 | TotalAmt |
| Program Services | $148,779 | ProgramServicesAmt |
| Management And General | $16,634 | ManagementAndGeneralAmt |
| Fundraising | $131 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,682 | TotalAmt |
| Program Services | $376,245 | ProgramServicesAmt |
| Management And General | $8,251 | ManagementAndGeneralAmt |
| Fundraising | $186 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $126,412 | $113,420 | $12,992 | |
| CREDIT LOSSES | $80,639 | $67,680 | $12,813 | $146 |
| MISCELLANEOUS EXPENSE | $12,882 | $1,746 | $11,136 | |
| TAXES AND LICENSES | $1,802 | $1,377 | $425 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,769,988 | TotalAmt |
| Program Services | $9,867,236 | ProgramServicesAmt |
| Management And General | $1,762,027 | ManagementAndGeneralAmt |
| Fundraising | $140,725 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,600,690 | BOYAmt |
| EOY | $259,956 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,009,000 | BOYAmt |
| EOY | $5,538,865 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,165,393 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,996,502 | BOYAmt |
| EOY | $712,733 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,838 | BOYAmt |
| EOY | $89,209 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,687 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,629,090 | BOYAmt |
| EOY | $56 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $981,390 | BOYAmt |
| EOY | $236,150 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,330,197 | BOYAmt |
| EOY | $11,002,362 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,124,921 | BOYAmt |
| EOY | $1,641,661 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,138,602 | BOYAmt |
| EOY | $1,601,442 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,083,850 | BOYAmt |
| EOY | $668,640 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,347,373 | BOYAmt |
| EOY | $3,911,743 | 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 | -$739,745 | BOYAmt |
| EOY | $623,786 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,722,569 | BOYAmt |
| EOY | $6,466,833 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,982,824 | BOYAmt |
| EOY | $7,090,619 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,330,197 | BOYAmt |
| EOY | $11,002,362 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$945,974 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $160,478 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$106,709 | 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 | 0 | FederalGrantAuditRequiredInd |
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 | $7,011,569 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,398,822 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,911,446 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,266,656 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,649,345 | CurrentTaxYearAmt |
| Total | $32,237,838 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,011,569 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,398,822 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,911,446 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,266,656 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,649,345 | CurrentTaxYearAmt |
| Total | $32,237,838 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,166,499 | SubstantialContributorsTotAmt |
| Public Support Total170 | $20,071,339 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $91,967 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $113,267 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $102,267 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $145,919 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $425,951 | CurrentTaxYearAmt |
| Total | $879,371 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $659,084 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $567,033 | CurrentTaxYearMinus3YearsAmt |
| Total | $1,226,117 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $34,343,326 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $23,578,060 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.58440 | PublicSupportCY170Pct |
| Public Support PY170 | 0.58780 | 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 | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2020 AMOUNT: $ 659,084. 2021 AMOUNT: $ 567,033. | 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 | $39,281 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $39,281 | 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 | 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 | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $668,640 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $668,640 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | 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 | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | 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 (12 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 | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $629,118 | $0 | $169,687 | $0 | $0 | $60,000 | $34,500 | $0 | $19,327 | $0 | $852,632 | $60,000 | $0 | $0 |
| WON ANDERSEN | ||||||||||||||
| CHIEF OPERATING OFFICER | $284,402 | $0 | $86,698 | $0 | $0 | $0 | $34,500 | $0 | $31,806 | $0 | $437,406 | $0 | $0 | $0 |
| CRYSTAL EUBANKS | ||||||||||||||
| VP CARE TRANSFORMATION | $267,481 | $0 | $50,927 | $0 | $0 | $0 | $32,462 | $0 | $28,733 | $0 | $379,603 | $0 | $0 | $0 |
| RAYMOND TSAI | ||||||||||||||
| VP ADVANCED PRIMARY CARE | $274,507 | $0 | $45,444 | $0 | $0 | $0 | $32,094 | $0 | $12,280 | $0 | $364,325 | $0 | $0 | $0 |
| RANDA DEATON | ||||||||||||||
| VP PURCHASER ENGAGEMENT | $237,569 | $0 | $46,790 | $0 | $0 | $0 | $28,918 | $0 | $11,831 | $0 | $325,108 | $0 | $0 | $0 |
| GEANETTE TREADWAY | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $242,085 | $0 | $7,500 | $0 | $0 | $0 | $25,750 | $0 | $22,331 | $0 | $297,666 | $0 | $0 | $0 |
| PETER ROBERTSON | ||||||||||||||
| SR. DIR. PRACTICE TRANSFORMATION | $209,955 | $0 | $39,541 | $0 | $0 | $0 | $25,215 | $0 | $19,326 | $0 | $294,037 | $0 | $0 | $0 |
| RACHEL BRODIE | ||||||||||||||
| SR. DIR. MEASUREMENT (UNTIL 8/2024) | $193,283 | $0 | $45,523 | $0 | $0 | $0 | $24,429 | $0 | $19,758 | $0 | $282,993 | $0 | $0 | $0 |
| EMMA HOO | ||||||||||||||
| DIR., VALUE BASED PURCH(UNTIL 7/2024 | $176,392 | $0 | $31,170 | $0 | $42,099 | $0 | $20,971 | $0 | $5,991 | $0 | $276,623 | $0 | $0 | $0 |
| KRISTINA MODY | ||||||||||||||
| ASSOC. DIR., PRACTICE TRANSFORMATION | $172,872 | $0 | $24,665 | $0 | $0 | $0 | $20,362 | $0 | $19,534 | $0 | $237,433 | $0 | $0 | $0 |
| MELISSA PRECIADO | ||||||||||||||
| ASSOC. DIR., EQUITY AND TRANSFORMATI | $169,834 | $0 | $10,590 | $0 | $0 | $0 | $18,059 | $0 | $24,917 | $0 | $223,400 | $0 | $0 | $0 |
| LISA STEINHART-ZAMOSKY | ||||||||||||||
| CHIEF COMM. OFFICER (UNTIL 4/2024) | $128,334 | $0 | $46,215 | $0 | $22,339 | $0 | $17,512 | $0 | $6,470 | $0 | $220,870 | $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 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 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 | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Share Of EOY AssetsShareOfEOYAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $22,685 | 1.00000 | Yes (1) | |
| EMSANA HEALTH INC | ||||||||||||
| 2041 EAST ST STE 1128 | CONCORD | CA | 945202126 | 861602754 | PURCHASING SERVICES FOR HEALTHCARE AND PHARMACY PRODUCTS | CA | PBGH | C | 0.73000 | Yes (1) | $855,451 | |
| 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 | $1,875,846 | 0.55000 | Yes (1) | $863,657 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | 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 | 0 | 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 | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PURCHASER BUSINESS GROUP ON HEALTH NEGOTIATING ALLIANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionTypeTxt |
| Involved | $87,547 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |