STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

PURCHASER BUSINESS GROUP ON HEALTH: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
PURCHASER BUSINESS GROUP ON HEALTH (EIN 94-3093623)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-17
IRS object ID
201403219349311185
Schema version
2013v3.0
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

FieldValueIRS element (for citing)
Return2014-11-17T20:01:40-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN946214841PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARMANINO LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112657 ALCOSTA BOULEVARD SUITE 500AddressLine1
CitySAN RAMONCity
StateCAState
ZIP Code945834600ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943093623EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PACIFIC BUSINESS GROUP ON HEALTHBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlPACIBusinessNameControlTxt
Phone4152818660PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1575 MARKET STREET NO 600AddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94105ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCLARE SHINNERLPersonNm
Person TitleCOOPersonTitleTxt
Phone4152818660PhoneNum
Signature2014-11-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLYNN HENLEYPreparerPersonNm
PTINP00356034PTIN
Phone9257902600PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerDAVID LANSKYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1575 MARKET STREET NO 600AddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94105ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$16,059,438GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PBGH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1990FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO IMPROVE THE QUALITY AND AVAILABILITY OF HEALTH CARE WHILE MODERATING COST.ActivityOrMissionDesc
Voting Members Governing Body41VotingMembersGoverningBodyCnt
Voting Members Independent40VotingMembersIndependentCnt
Total Employee65TotalEmployeeCnt
Total Volunteers40TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$7,641,550PYContributionsGrantsAmt
CY Contributions Grants$11,865,741CYContributionsGrantsAmt
PY Program Service Revenue$2,329,983PYProgramServiceRevenueAmt
CY Program Service Revenue$3,240,825CYProgramServiceRevenueAmt
PY Investment Income$207,159PYInvestmentIncomeAmt
CY Investment Income$261,045CYInvestmentIncomeAmt
PY Other Revenue$472,369PYOtherRevenueAmt
CY Other Revenue$76CYOtherRevenueAmt
PY Total Revenue$10,651,061PYTotalRevenueAmt
CY Total Revenue$15,367,687CYTotalRevenueAmt
PY Grants And Similar Paid$190,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$215,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$5,361,658PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$6,880,535CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$44,372CYTotalFundraisingExpenseAmt
PY Other Expenses$5,977,580PYOtherExpensesAmt
CY Other Expenses$8,111,178CYOtherExpensesAmt
PY Total Expenses$11,529,238PYTotalExpensesAmt
CY Total Expenses$15,206,713CYTotalExpensesAmt
PY Revenues Less Expenses-$878,177PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$160,974CYRevenuesLessExpensesAmt
Total Assets BOY$11,888,617TotalAssetsBOYAmt
Total Assets EOY$11,384,306TotalAssetsEOYAmt
Total Liabilities BOY$6,269,922TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,464,214TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,618,695NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,920,092NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPBGH IS AN INFLUENTIAL CHANGE AGENT DEMANDING INCREASED VALUE IN THE HEALTH CARE SYSTEM. THROUGH COLLABORATIVE PURCHASER ACTION AND SUPPORT FOR SYSTEMIC CHANGE INITIATIVES, WE DRIVE IMPROVEMENT IN AFFORDABILITY, QUALITY AND SERVICE.FOUNDED IN 1989, PBGH IS ONE OF THE NATION'S LEADING NON-PROFIT BUSINESS COALITIONS FOCUSED ON HEALTH CARE. WE HELP LEVERAGE THE POWER OF OUR 60 LARGE PURCHASER MEMBERS WHO SPEND 40 BILLION DOLLARS ANNUALLY TO PROVIDE HEALTH CARE COVERAGE TO MORE THAN 10 MILLION AMERICANS. PBGH WORKS ON MANY FRONTS TO IMPROVE THE QUALITY AND AFFORDABILITY OF HEALTH ARE, OFTEN IN CLOSE PARTNERSHIP WITH HEALTH INSURANCE PLANS, PHYSICIAN GROUPS, CONSUMER ORGANIZATIONS, AND OTHERS CONCERNED ABOUT OUR HEALTH CARE SYSTEM.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$7,104,954ExpenseAmt
Grant$215,000GrantAmt
Revenue$3,240,825RevenueAmt
DescREDESIGNING CARE DELIVERYPBGH AIMS TO IMPROVE THE PERCENTAGE OF PATIENTS GETTING THE RIGHT CARE, WHILE REDUCING PREVENTABLE HOSPITAL AND ER ADMISSIONS. WHEN MORE PATIENTS GET THE RIGHT CARE, INCLUDING PREVENTIVE SERVICES, THIS ALSO HELPS US BEND THE HEALTH CARE COST TREND.IN 2013:- THE CALIFORNIA QUALITY COLLABORATIVE (CQC), SUPPORTED BY PBGH, CONTINUED ITS MARCH TO REDUCE AVOIDABLE EMERGENCY ROOM VISITS BY 5% FOR ONE MILLION CALIFORNIA PATIENTS BY 2014. ALSO, ITS WORK TO REDUCE THE COST OF CARE BY 15% FOR 50,000 MEDICALLY COMPLEX PATIENTS BY 2014.- UNDER THE PBGH MANAGEMENT, THE CALIFORNIA JOINT REPLACEMENT REGISTRY BECAME THE FIRST OF ITS KIND TO COLLECT INFORMATION ON DEVICES, SURGICAL APPROACHES AND PATIENT OUTCOMES ON JOINT REPLACEMENT SURGERIES, HELPING MEASURE AND IMPROVE THE EFFECTIVENESS OF COSTLY JOINT REPLACEMENTS. MORE THAN 770,000 AMERICAN HAVE HIP AND KNEE REPLACEMENTS EACH YEAR.- PBGH IS SUPPORTING EFFORTS IN SHARED DECISION MAKING PROGRAMS FOR PATIENTS WITH ADVANCED OSTEOARTHRITIS OF THE HIP AND KNEE. THESE CUTTING EDGE PROGRAMS ENGAGE PATIENTS AND PROVIDERS, SO THEY CAN WORK TOGETHER TO CHOOSE THE RIGHT TREATMENT OPTION FOR THE PATIENT, BASED ON THE PATIENT'S PREFERENCES.- INTENSIVE OUTPATIENT CARE PROGRAM (IOCP), PROVIDES TEAM BASED CARE WITH AN EMPHASIS ON ESTABLISHING A RELATIONSHIP WITH PATIENTS TO COORDINATE THEIR OUTPATIENT CARE OVER THE LONG TERM, INCLUDING ACTING AS A LIAISON TO PRIMARY, SPECIALTY, ANCILLARY AND MENTAL HEALTH SERVICES, AS WELL AS PROVIDING PATIENTS WITH TOOLS FOR EFFECTIVE SELF-MANAGEMENT.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$2,976,862ExpenseAmt
DescCONSUMER ENGAGEMENTPBGH WORKS TO BOTH INFORM AND EMPOWER HEALTH CARE CONSUMERS BY PROVIDING THEM WITH THE INFORMATION THEY NEED TO CHOOSE THE RIGHT CARE AND TREATMENT OPTIONS. PBGH ALSO PARTNERS WITH HEALTH CARE PROVIDERS AND PLANS TO ENSURE CARE IS PATIENT-CENTERED.IN 2013:- PROVIDED OVER 100,000 INDIVIDUALS WITH DECISION-SUPPORT TOOLS TO CHOOSE RIGHT HEALTH PLAN TO BEST MEET THEIR NEEDS.- COLLECTED PEFORMANCE INFORMATION ON OVER 15,000 PHYSICIANS IN CALIFORNIA, THE LARGEST DATA COLLECTION EFFORTS OF ITS KIND, WHILE ALSO COLLECTING FEEDBACK FROM OVER 60,000 CALIFORNIA PATIENTS ABOUT THEIR CARE.- DESIGNED THE FIRST ONLINE RESOURCE WHERE PATIENTS CAN CHOOSE A DOCTOR ON BOTH QUALITY RATINGS AND PATIENT-GENERATED REVIEWS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,964,882ExpenseAmt
DescINFLUENCE POLICYPBGH 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.IN 2013:- PBGH LEADS THE CONSUMER PURCHASER ALLIANCE, A GROUP OF LEADING EMPLOYER, CONSUMER, AND LABOR ORGANIZATIONS WORKING TO ENSURE THAT ALL AMERICANS HAVE ACCESS TO PUBLICLY REPORTED HEALTH CARE PERFORMANCE INFORMATION.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$1,455,838ExpenseAmt
DescPAYMENT REFORM:REFORMED PAYMENT MODELS EMPHASIZE A PROVIDER'S ROLE IN PROMOTING CARE COORDINATION, PATIENT CENTEREDNESS AND SHARED DECISION MAKING, ALL OF WHICH LEAD TO IMPROVED HEALTH OUTCOMES. WITH PAYMENT REFORM, COSTS FOR SERVICES CAN BE SIMPLIFIED, PREDICTABLE AND TRANSPARENT. 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. WE ARE ALSO WORKING TO IMPLEMENT INNOVATIVE PRIMARY CARE CONTRACTING AND QUALITY-FOCUSED CONTRACTS WITH ACCOUNTABLE CARE ORGANIZATIONS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$1,455,838TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$13,502,536TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document92IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee65EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members41GoverningBodyVotingMembersCnt
Independent Voting Member40IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ISRAEL GHEBRETINSAE CONTROLLERBusinessNameLine1
FieldValueIRS element (for citing)
Phone4156156354PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1575 MARKET STREET NO 600AddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94105ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (50 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
BARBARA WACHSMAN
EXECUTIVE CHAIR1.00Yes (X)Yes (X)$0$0$0
SALLY WELBORN
VICE-CHAIR1.00Yes (X)Yes (X)$0$0$0
BRIAN DEVORE
TREASURER1.00Yes (X)Yes (X)$0$0$0
GERRI BURRUEL
SECRETARY1.00Yes (X)Yes (X)$0$0$0
CLAUDIA POLIDORI
DIRECTOR1.00Yes (X)$0$0$0
THERESA HELLE
DIRECTOR1.00Yes (X)$0$0$0
JEANNE CAIN
DIRECTOR1.00Yes (X)$0$0$0
SUSAN GRISSO
DIRECTOR1.00Yes (X)$0$0$0
GREGORY MARCHAND
DIRECTOR1.00Yes (X)$0$0$0
ANN BOYNTON
DIRECTOR1.00Yes (X)$0$0$0
NIRMAL PATEL
DIRECTOR1.00Yes (X)$0$0$0
MARNEY MALIK
DIRECTOR1.00Yes (X)$0$0$0
HEATHER PETERS
DIRECTOR1.00Yes (X)$0$0$0
ANNA FALLIERAS
DIRECTOR1.00Yes (X)$0$0$0
JULEE WELLER
DIRECTOR1.00Yes (X)$0$0$0
MARIA HENDERSON
DIRECTOR1.00Yes (X)$0$0$0
LISA MONTALVO
DIRECTOR1.00Yes (X)$0$0$0
SCOTT HAUGE
DIRECTOR1.00Yes (X)$0$0$0
BONNIE TOUSSAINT
DIRECTOR1.00Yes (X)$0$0$0
JEFFREY RIDEOUT
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL BAPTISTA
DIRECTOR1.00Yes (X)$0$0$0
LES SCHLAEGEL
DIRECTOR1.00Yes (X)$0$0$0
NATE RANDALL
DIRECTOR1.00Yes (X)$0$0$0
MARK ESTEBAN
DIRECTOR1.00Yes (X)$0$0$0
LISA YEE
DIRECTOR1.00Yes (X)$0$0$0
DAVID LANSKY PHD
PRESIDENT & CEO40.00Yes (X)Yes (X)$430,943$0$32,574
JENNIFER LOUCKS
DIRECTOR1.00Yes (X)$0$0$0
KIRSTIN UTLER
DIRECTOR1.00Yes (X)$0$0$0
DOUG MCKEEVER
DIRECTOR1.00Yes (X)$0$0$0
KRISTY LUCKSINGER
DIRECTOR1.00Yes (X)$0$0$0
KAREN WIENS
DIRECTOR1.00Yes (X)$0$0$0
CATHERINE DODD
DIRECTOR1.00Yes (X)$0$0$0
LISA GHOTBI
DIRECTOR1.00Yes (X)$0$0$0
DAVID PRYOR
DIRECTOR1.00Yes (X)$0$0$0
PETER LEE
DIRECTOR1.00Yes (X)$0$0$0
SUSAN PON-GEE
DIRECTOR1.00Yes (X)$0$0$0
MARGARET SHAW
DIRECTOR1.00Yes (X)$0$0$0
TERESA WOLOWNIK
DIRECTOR1.00Yes (X)$0$0$0
AMBER PILGRIM
DIRECTOR1.00Yes (X)$0$0$0
DEBORAH JACOBS
DIRECTOR1.00Yes (X)$0$0$0
KATIE PITTS
DIRECTOR1.00Yes (X)$0$0$0
CLARE SHINNERL START 052013
CHIEF OPERATING OFFICER40.00Yes (X)$131,835$0$11,211
TED VON GLAHN
SENIOR DIRECTOR OF CONSUME40.00$351,456$0$35,794Yes (X)
DIANE STEWART
SENIOR DIRECTOR OF PERFORM40.00$238,748$0$30,978Yes (X)
WILLIAM KRAMER
EXECUTIVE DIRECTOR FOR NATIONAL HEALTH POLICY40.00$256,538$0$27,680Yes (X)
SUZANNE DELBANCO
DIR. OF CATALYST FOR P40.00$263,134$0$45,224Yes (X)
EMMA HOO
DIR.OF VALUE PURCHASI40.00$224,686$0$29,531Yes (X)
KATHERINE CHENOK
DIRECTOR OF CJRR40.00$200,276$0$39,344Yes (X)
ANDREA DILWEG
DIRECTOR OF CPR40.00$184,630$0$25,554Yes (X)
RANDY LEE
DIRECTOR OF IOCP40.00$177,725$0$24,695Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,459,971TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$302,585TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K24IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
CENTER FOR THE STUDY OF SERVICES
1625 K STREET NW 8TH FLOORWASHINGTONDC20006DATA ANALYSIS$1,153,685
MILLIMAN INC
1301 FIFTH AVENUE SUITE 3800SEATTLEWA98101DATA WAREHOUSE INFRASTRUCTURE$671,052
RENAISSANCE HEALTH
1 BROADWAY 14TH FLOORCAMBRIDGEMA02142CLINICAL TRAINING DESIGN AND IMPLEMENTAT$552,165
NAT'L PRTNRSHIP FOR WOMEN & FAMILIES
1875 CT AVE NW STE 650WASHINGTONDC20009PROGRAM COLLABORATION$418,794
STANFORD UNIVERSITY
PO BOX 44253SAN FRANCISCOCA94144PROGRAM CARE MODEL SUBJECT MATTER EXPERT$227,712
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K15CntrctRcvdGreaterThan100KCnt
Membership Dues$533,886MembershipDuesAmt
Government Grants$4,966,433GovernmentGrantsAmt
All Other Contributions$6,365,422AllOtherContributionsAmt
Total Contributions$11,865,741TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MANAGEMENT FEES541610$3,166,054$3,166,054
MISCELLANEOUS FEES900099$55,742$55,742
SPEECH STIPENDS541610$19,029$19,029
FieldValueIRS element (for citing)
Total Program Service Revenue$3,240,825TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$192,930TotalRevenueColumnAmt
Exclusion$192,930ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$759,866SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$691,751SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$68,115SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$68,115TotalRevenueColumnAmt
Exclusion$68,115ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$76TotalRevenueColumnAmt
Exclusion$76ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$76OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,367,687TotalRevenueColumnAmt
Related Or Exempt Func Income$3,240,825RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$261,121ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$215,000TotalAmt
Program Services$215,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$584,063TotalAmt
Program Services$64,108ProgramServicesAmt
Management And General$516,723ManagementAndGeneralAmt
Fundraising$3,232FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$5,175,357TotalAmt
Program Services$4,994,572ProgramServicesAmt
Management And General$149,127ManagementAndGeneralAmt
Fundraising$31,658FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$319,749TotalAmt
Program Services$277,542ProgramServicesAmt
Management And General$40,288ManagementAndGeneralAmt
Fundraising$1,919FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$448,967TotalAmt
Program Services$389,703ProgramServicesAmt
Management And General$56,570ManagementAndGeneralAmt
Fundraising$2,694FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$352,399TotalAmt
Program Services$305,883ProgramServicesAmt
Management And General$44,402ManagementAndGeneralAmt
Fundraising$2,114FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$80,645TotalAmt
Program Services$23,548ProgramServicesAmt
Management And General$57,096ManagementAndGeneralAmt
Fundraising$1FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$236,111TotalAmt
Program Services$56,871ProgramServicesAmt
Management And General$179,240ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$58,110TotalAmt
Program Services$40ProgramServicesAmt
Management And General$58,070ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,812,771TotalAmt
Program Services$5,642,320ProgramServicesAmt
Management And General$170,033ManagementAndGeneralAmt
Fundraising$418FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$31,393TotalAmt
Program Services$31,393ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$240,537TotalAmt
Program Services$199,637ProgramServicesAmt
Management And General$40,406ManagementAndGeneralAmt
Fundraising$494FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$572,338TotalAmt
Program Services$448,164ProgramServicesAmt
Management And General$122,540ManagementAndGeneralAmt
Fundraising$1,634FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$250,737TotalAmt
Program Services$225,780ProgramServicesAmt
Management And General$24,951ManagementAndGeneralAmt
Fundraising$6FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$535,465TotalAmt
Program Services$505,479ProgramServicesAmt
Management And General$29,805ManagementAndGeneralAmt
Fundraising$181FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$402TotalAmt
Program Services$325ProgramServicesAmt
Management And General$77ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$148,904TotalAmt
Management And General$148,904ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUES AND SUBSCRIPTIONS$53,645$44,451$9,179$15
BAD DEBT RECOVERY$38,060$38,060
TAXES & LICENSING$35,713$31,548$4,159$6
MISCELLANEOUS$16,347$8,112$8,235

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$15,206,713TotalAmt
Program Services$13,502,536ProgramServicesAmt
Management And General$1,659,805ManagementAndGeneralAmt
Fundraising$44,372FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$156,134BOYAmt
EOY$921,200EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,447,314BOYAmt
EOY$1,100,548EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,718,033BOYAmt
EOY$1,646,086EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$547,576BOYAmt
EOY$908,021EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$136,751BOYAmt
EOY$207,164EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$746,572LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$610,439LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$259,167BOYAmt
EOY$136,133EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$6,588,998BOYAmt
EOY$6,381,115EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$34,644BOYAmt
EOY$84,039EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$11,888,617BOYAmt
EOY$11,384,306EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,201,073BOYAmt
EOY$1,781,077EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$4,068,849BOYAmt
EOY$1,216,610EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
EOY$2,466,527EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,269,922BOYAmt
EOY$5,464,214EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,618,695BOYAmt
EOY$5,920,092EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,618,695BOYAmt
EOY$5,920,092EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,888,617BOYAmt
EOY$11,384,306EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$160,974ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$140,423NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,032,929CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,752,180CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,835,510CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,641,550CurrentTaxYearMinus1YearAmt
Current Tax Year$11,865,741CurrentTaxYearAmt
Total$36,127,910TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,640,441CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,906,789CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,938,926CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,329,983CurrentTaxYearMinus1YearAmt
Current Tax Year$3,240,825CurrentTaxYearAmt
Total$16,056,964TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$57,279CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$195,985CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,462CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$472,369CurrentTaxYearMinus1YearAmt
Current Tax Year$76CurrentTaxYearAmt
Total$742,171TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,730,649CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,854,954CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,790,898CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,443,902CurrentTaxYearMinus1YearAmt
Current Tax Year$15,106,642CurrentTaxYearAmt
Total$52,927,045TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,018,406CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,519,276CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,156,712CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,107,241CurrentTaxYearMinus1YearAmt
Current Tax Year$1,266,958CurrentTaxYearAmt
Total$7,068,593TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$524,866CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$871,789CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,623,538CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,004,287CurrentTaxYearMinus1YearAmt
Current Tax Year$2,885,738CurrentTaxYearAmt
Total$8,910,218TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,543,272CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,391,065CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,780,250CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,111,528CurrentTaxYearMinus1YearAmt
Current Tax Year$4,152,696CurrentTaxYearAmt
Total$15,978,811TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$36,948,234PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$159,699CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$133,982CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$145,880CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$214,356CurrentTaxYearMinus1YearAmt
Current Tax Year$192,930CurrentTaxYearAmt
Total$846,847TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$159,699CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$133,982CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$145,880CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$214,356CurrentTaxYearMinus1YearAmt
Current Tax Year$192,930CurrentTaxYearAmt
Total$846,847TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,890,348CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,988,936CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,936,778CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,658,258CurrentTaxYearMinus1YearAmt
Current Tax Year$15,299,572CurrentTaxYearAmt
Total$53,773,892TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.68710PublicSupportCY509Pct
Public Support PY5090.75820PublicSupportPY509Pct
Investment Income CY0.01570InvestmentIncomeCYPct
Investment Income PY0.01810InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$8,000DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$8,000TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION SPENT APPROXIMATELY $8,000 ON LOBBYING EXPENSES FOR LEGISLATION THAT WAS ESTIMATED AT 10% OF DIRECT STAFF EXPENSE (SALARY PLUS BENEFITS).ExplanationTxt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$121,003OtherCostOrOtherBasisAmt
Depreciation$119,200DepreciationAmt
Book Value$1,803BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$466,662OtherCostOrOtherBasisAmt
Depreciation$367,277DepreciationAmt
Book Value$99,385BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$158,907OtherCostOrOtherBasisAmt
Depreciation$123,962DepreciationAmt
Book Value$34,945BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$136,133TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$15,508,110TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$140,423NetUnrealizedGainsInvstAmt
Revenue Not Reported$140,423RevenueNotReportedAmt
Revenue Subtotal$15,367,687RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$15,367,687TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$15,206,713TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$15,206,713ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$15,206,713TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationPBGH HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2013 AND 2012, 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. FOR U.S. STATE RETURNS, PBGH IS GENERALLY NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS PRIOR TO 2009. FOR U.S. FEDERAL RETURNS, PBGH IS GENERALLY NO LONGER SUBJECT TO TAX EXAMINATION FOR YEARS PRIOR TO 2010.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
STANFORD UNIVERSITY SCHOOL OF MEDICINE
251 CAMPUS DRIVE MSOB X328STANFORDCA94305941156365501(C)(3)$105,000SUPPORT THE POLICY WORK OF PROFESSOR MILSTEIN & STANFORD CLINICAL EXCELLENCE RESEARCH CENTER
PIH HEALTH PHYSICIAN
6557 GREENLEAF AVENUEWHITTIERCA90601953942828501(C)(3)$10,000AWARD FOR PARTICIPATION IN ORTHOPEDIC JOINT REPLACEMENT REGISTRY PILOT PROGRAM
CALIFORNIA HEALTHCARE PERFORMANCE INFORMATION SYSTEMS
221 MAIN STREETSAN FRANCISCOCA94103460841392501(C)(4)$100,000QIF CONTRIBUTION
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationWE ASK THE GRANT RECIPIENTS PROVIDE US WITH QUARTERLY REPORTS INDICATING THEIR USE OF THE FUNDS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DAVID LANSKY PHD
PRESIDENT & CEO$385,943$0$22,500$0$22,500$0$25,500$0$7,074$0$463,517$0$0$0
TED VON GLAHN
SENIOR DIRECTOR OF CONSUME$351,456$0$0$0$0$0$25,500$0$10,294$0$387,250$0$0$0
DIANE STEWART
SENIOR DIRECTOR OF PERFORM$238,748$0$0$0$0$0$23,906$0$7,072$0$269,726$0$0$0
WILLIAM KRAMER
EXECUTIVE DIRECTOR FOR NATIONAL HEAL$256,538$0$0$0$0$0$25,500$0$2,180$0$284,218$0$0$0
SUZANNE DELBANCO
DIR. OF CATALYST FOR P$263,134$0$0$0$0$0$25,500$0$19,724$0$308,358$0$0$0
EMMA HOO
DIR.OF VALUE PURCHASI$224,686$0$0$0$0$0$22,536$0$6,995$0$254,217$0$0$0
KATHERINE CHENOK
DIRECTOR OF CJRR$200,276$0$0$0$0$0$20,542$0$18,802$0$239,620$0$0$0
ANDREA DILWEG
DIRECTOR OF CPR$184,630$0$0$0$0$0$16,527$0$9,027$0$210,184$0$0$0
RANDY LEE
DIRECTOR OF IOCP$177,725$0$0$0$0$0$17,804$0$6,891$0$202,420$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1APROVIDED UP TO $32.50 PER MONTH PER EMPLOYEE FOR REIMBURSEMENT OF HEALTH CLUB COSTS. THE REIMBURSEMENT OF HEALTH CLUB COSTS HAS BEEN INCLUDED IN THE EMPLOYEES' TAXABLE WAGES.
FORM 990, PART VII, SECTION A, LINE 5 & SCHEDULE J, PART IICOMPENSATION AND BENEFITS ARE PAID TO ALL EMPLOYEES OF PBGH BY TRINET HR CORPORATION, AN UNRELATED CORPORATION.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11INITIALLY REVIEWED BY THE CEO, COO & CONTROLLER. SUBSEQUENTLY REVIEWED BY THE TREASURER OF THE EXECUTIVE 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 12CTHE POLICY COVERS BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES WHO ARE REQUIRED TO ANNUALLY DISCLOSE ANY POTENTIAL CONFLICTS. DISCLOSURES ARE COLLECTED AND REVIEWED BY THE CONTROLLER WHO REPORTS TO THE COO ON ANY POTENTIAL CONFLICTS. THE EXECUTIVE COMMITTEE DECIDES IF ANY ADDITIONAL ACTION IS NECESSARY SUCH AS RECUSAL OR REMOVAL OF THE CONFLICTED INDIVIDUAL.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11GCONSULTING FEES: PROGRAM SERVICE EXPENSES 5,642,320. MANAGEMENT AND GENERAL EXPENSES 170,033. FUNDRAISING EXPENSES 418. TOTAL EXPENSES 5,812,771.
FORM 990, PART XII, LINE 2 & PART IV, LINE 12ALTHOUGH 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 2CTHE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1PACIFIC BUSINESS GROUP ON HEALTH NEGOTIATING ALLIANCEBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1575 MARKET STREET STE 600AddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94105ZIPCode
FieldValueIRS element (for citing)
EIN943219430EIN
Primary ActivitiesHEALTHCARE IMPROVEMENT - NEGOTIATE LOWER HEALTHCARE COSTSPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Entity TypeCEntityTypeTxt
Share Of Total Income$509,303ShareOfTotalIncomeAmt
Share Of EOY Assets$263,183ShareOfEOYAssetsAmt
Ownership1.00000OwnershipPct
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
PACIFIC BUSINESS GROUP ON HEALTH NEGOTIATING ALLIANCE
N$76,759FMV
PACIFIC BUSINESS GROUP ON HEALTH NEGOTIATING ALLIANCE
O$178,196FMV