PURCHASER BUSINESS GROUP ON HEALTH: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PURCHASER BUSINESS GROUP ON HEALTH (EIN 94-3093623)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201303229349300905
- Schema version
- 2012v2.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T18:26:30-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946214841 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12667 ALCOSTA BOULEVARD SUITE 500 | AddressLine1 |
| City | SAN RAMON | City |
| State | CA | State |
| ZIP Code | 945834427 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943093623 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC BUSINESS GROUP ON HEALTH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PACI | NameControl |
| Phone | 4152818660 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 MAIN STREET NO 1500 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CLARE SHINNERL | Name |
| Title | COO | Title |
| Phone | 4152818660 | Phone |
| Date Signed | 2013-11-18 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LYNN HENLEY | Name |
| PTIN | P00356034 | PTIN |
| Phone | 9257902600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID LANSKY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 MAIN STREET NO 1500 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11063537 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PBGH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1990 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO IMPROVE THE QUALITY AND AVAILABILITY OF HEALTH CARE WHILE MODERATING COST. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 34 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 33 | NbrIndependentVotingMembers |
| Total Nbr Employees | 46 | TotalNbrEmployees |
| Total Nbr Volunteers | 34 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6835510 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7641550 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2938926 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2329983 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 138753 | InvestmentIncomePriorYear |
| Investment Income Current Year | 207159 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 16462 | OtherRevenuePriorYear |
| Other Revenue Current Year | 472369 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9929651 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10651061 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 170000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 190000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4873989 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5361658 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 88980 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5198107 | OtherExpensePriorYear |
| Other Expenses Current Year | 5977580 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10242096 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11529238 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -312445 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -878177 | RevenuesLessExpensesCY |
| Total Assets BOY | 13201710 | TotalAssetsBOY |
| Total Assets EOY | 11888617 | TotalAssetsEOY |
| Total Liabilities BOY | 7006059 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6269922 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6195651 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5618695 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF PACIFIC BUSINESS GROUP ON HEALTH (PBGH) IS TO IMPROVE THE QUALITY AND AVAILABILITY OF HEALTH CARE WHILE MODERATING COST. WE DO THIS AS THE VOICE OF LARGE PURCHASERS OF HEALTH CARE.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 50 LARGE PURCHASER MEMBERS WHO SPEND 12 BILLION DOLLARS ANNUALLY TO PROVIDE HEALTH CARE COVERAGE TO MORE THAN 3 MILLION EMPLOYEES, RETIREES AND DEPENDENTS IN CALIFORNIA ALONE. PBGH WORKS ON MANY FRONTS TO IMPROVE THE QUALITY AND AFFORDABILITY OF HEALTH CARE, OFTEN IN CLOSE PARTNERSHIP WITH HEALTH INSURANCE PLANS, PHYSICIAN GROUPS, CONSUMER ORGANIZATIONS, AND OTHERS CONCERNED ABOUT OUR HEALTH CARE SYSTEM. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3699023 | Expense |
| Grants | 70000 | Grants |
| Revenue | 975098 | Revenue |
| Description | CONSUMER ENGAGEMENT:PBGH 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 TO ENSURE CARE IS PATIENT-CENTERED. IN 2012, PBGH:- PROVIDED OVER 100,000 INDIVIDUALS WITH DECISION-SUPPORT TOOLS TO CHOOSE THE RIGHT HEALTH PLAN TO BEST MEET THEIR NEEDS.- COLLECTED PERFORMANCE INFORMATION ON OVER 15,000 PHYSICIANS IN CALIFORNIA, THE LARGEST DATA COLLECTION EFFORT 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 BASED ON BOTH QUALITY RATINGS AND PATIENT-GENERATED REVIEWS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3389109 | Expense |
| Grants | 70000 | Grants |
| Revenue | 715347 | Revenue |
| Description | PAYMENT REFORM:PBGH WORKS TO ENSURE THAT A HIGHER PROPORTION OF PROVIDER PAYMENTS ARE BASED ON QUALITY AND EFFICIENCY, IN PURSUIT OF THE GOAL TO BEND THE RISING HEALTH CARE COST TREND.- THE CATALYST FOR PAYMENT REFORM (CPR) RELEASED SERVERAL ISSUE BRIEFS ON KEY TOPICS IN PAYMENT REFORM, AN EXTENSIVE REPORT ON HEALTH CARE PROVIDER MARKET POWER, HEALTH PLAN SOURCING AND CONTRACTING TOOLS FOR EMPLOYERS AND OTHER HEALTH CARE PURCHASERS, AND SEVERAL PRODUCTS TO HELP EMPLOYERS AND OTHER PURCHASERS ADVANCE HEALTH CARE PRICE TRANSPARENCY IN THE MARKETPLACE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2507034 | Expense |
| Grants | 50000 | Grants |
| Revenue | 639538 | Revenue |
| Description | REDESIGNING CARE DELIVERY:PBGH 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 2012:- 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 AMERICANS 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 9595166 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 75 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 46 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 34 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 33 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISRAEL GHEBRETINSAE CONTROLLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4156156354 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 MAIN STREET NO 1500 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (40 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| BARBARA WACHSMAN | |||||||
| EXECUTIVE CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| SALLY WELBORN | |||||||
| VICE-CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| BRIAN DEVORE | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| GERRI BURRUEL | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| CLAUDIA POLIDORI | |||||||
| QUALITY COMMITTEE CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| THOMAS LUCAS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| THERESA HELLE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JEANNE CAIN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SHAWN LEAVITT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SUSAN GRISSO | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GREGORY MARCHAND | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ANN BOYNTON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| NIRMAL PATEL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOHN CLARK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| NINA MCQUEEN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARNEY MALIK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| HEATHER PETERS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ANNA FALLIERAS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JULEE WELLER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARY BRADLEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KEN SHACHMUT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARIA HENDERSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LISA MONTALVO | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SCOTT HAUGE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SUSAN HELLER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BONNIE TOUSSAINT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JEFFREY RIDEOUT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL BAPTISTA | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LES SCHLAEGEL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| NATE RANDALL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JEFFREY MORROW | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARK ESTEBAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LISA YEE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAVID LANSKY PHD | |||||||
| PRESIDENT & CEO | 40.00 | X | X | 396104 | 0 | 57579 | |
| CHARLIE QUAID | |||||||
| DIRECTOR OF FINANCE & ADMINISTRATION | 40.00 | X | 137832 | 0 | 25360 | ||
| TED VON GLAHN | |||||||
| SENIOR DIRECTOR OF CONSUME | 40.00 | 257048 | 0 | 35079 | X | ||
| DIANE STEWART | |||||||
| SENIOR DIRECTOR OF PERFORM | 40.00 | 221588 | 0 | 27647 | X | ||
| SUZANNE DELBANCO | |||||||
| DIRECTOR OF CATALYST FOR P | 40.00 | 230333 | 0 | 23100 | X | ||
| EMMA HOO | |||||||
| DIRECTOR OF VALUE PURCHASI | 40.00 | 218639 | 0 | 27372 | X | ||
| WILLIAM KRAMER | |||||||
| EXECUTIVE DIRECTOR OF NATI | 40.00 | 250239 | 0 | 20679 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1711783 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 216816 | TotalOtherCompensation |
| Number Individuals GT100 K | 17 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CENTER FOR THE STUDY OF SERVICES | |||||
| 1625 K STREET NW 8TH FLOOR | WASHINGTON | DC | 20006 | DATA ANALYSIS | 1301755 |
| NAT'L PRTNRSHIP FOR WOMEN & FAMILIES | |||||
| 1875 CT AVE NW STE 650 | WASHINGTON | DC | 20009 | PROGRAM COLLABORATION | 589520 |
| MILLIMAN INC | |||||
| 1301 FIFTH AVENUE SUITE 3800 | SEATTLE | WA | 98101 | DATA WAREHOUSE INFRASTRUCTURE | 422441 |
| PRICEWATERHOUSE COOPERS LLP | |||||
| PO BOX 514038 | LOS ANGELES | CA | 90051 | PROJECT MANAGEMENT SYSTEM SET-UP | 374975 |
| LAURENCE H LANG III | |||||
| 744 SPRUCE STREET | BERKELEY | CA | 94707 | MEDICAL CONSULTING | 236430 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Membership Dues | 274500 | MembershipDues |
| Government Grants | 1380821 | GovernmentGrants |
| All Other Contributions | 5986229 | AllOtherContributions |
| Total Contributions | 7641550 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MANAGEMENT FEES | 541610 | 2306383 | 2306383 |
| MISCELLANEOUS FEES | 900099 | 12000 | 12000 |
| SPEECH STIPENDS | 541610 | 11600 | 11600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2329983 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 214356 | TotalRevenueColumn |
| Exclusion | $214,356 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 405279 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 412476 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -7197 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -7197 | TotalRevenueColumn |
| Exclusion | -$7,197 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| PACADVANTAGE | 900099 | 244753 | $244,753 |
| BAD DEBT RECOVERY | 900099 | 201694 | $201,694 |
| REFUND ON 2011 LEASE | 900099 | 13986 | $13,986 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11936 | TotalRevenueColumn |
| Exclusion | $11,936 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 472369 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10651061 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2329983 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $679,528 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 190000 | Total |
| Program Services | 190000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 616875 | Total |
| Program Services | 277025 | ProgramServices |
| Management And General | 301684 | ManagementAndGeneral |
| Fundraising | 38166 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3733050 | Total |
| Program Services | 3250683 | ProgramServices |
| Management And General | 482367 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 331954 | Total |
| Program Services | 269208 | ProgramServices |
| Management And General | 59833 | ManagementAndGeneral |
| Fundraising | 2913 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 397563 | Total |
| Program Services | 322416 | ProgramServices |
| Management And General | 71659 | ManagementAndGeneral |
| Fundraising | 3488 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 282216 | Total |
| Program Services | 228872 | ProgramServices |
| Management And General | 50868 | ManagementAndGeneral |
| Fundraising | 2476 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 199588 | Total |
| Program Services | 140554 | ProgramServices |
| Management And General | 58397 | ManagementAndGeneral |
| Fundraising | 637 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142800 | Total |
| Program Services | 100563 | ProgramServices |
| Management And General | 41782 | ManagementAndGeneral |
| Fundraising | 455 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3973054 | Total |
| Program Services | 3766492 | ProgramServices |
| Management And General | 176502 | ManagementAndGeneral |
| Fundraising | 30060 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44015 | Total |
| Program Services | 41217 | ProgramServices |
| Management And General | 375 | ManagementAndGeneral |
| Fundraising | 2423 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165984 | Total |
| Program Services | 81572 | ProgramServices |
| Management And General | 82881 | ManagementAndGeneral |
| Fundraising | 1531 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113263 | Total |
| Program Services | 107374 | ProgramServices |
| Management And General | 5032 | ManagementAndGeneral |
| Fundraising | 857 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 479686 | Total |
| Program Services | 293073 | ProgramServices |
| Management And General | 184026 | ManagementAndGeneral |
| Fundraising | 2587 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170996 | Total |
| Program Services | 134539 | ProgramServices |
| Management And General | 35420 | ManagementAndGeneral |
| Fundraising | 1037 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 267861 | Total |
| Program Services | 216331 | ProgramServices |
| Management And General | 51271 | ManagementAndGeneral |
| Fundraising | 259 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 585 | Total |
| Program Services | 97 | ProgramServices |
| Management And General | 488 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 157282 | Total |
| Management And General | 157282 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DUES AND SUBSCRIPTIONS | 105935 | 37974 | 66549 | 1412 |
| PROFESSIONAL DEVELOPMEN | 89748 | 85082 | 3987 | 679 |
| TAXES & LICENSING | 55261 | 40937 | 14324 | |
| MISCELLANEOUS | 11522 | 11157 | 365 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11529238 | Total |
| Program Services | 9595166 | ProgramServices |
| Management And General | 1845092 | ManagementAndGeneral |
| Fundraising | 88980 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 253412 | BOY |
| EOY | 156134 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5184356 | BOY |
| EOY | 2447314 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1135928 | BOY |
| EOY | 1718033 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 236594 | BOY |
| EOY | 547576 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135450 | BOY |
| EOY | 136751 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 720701 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 461534 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 302233 | BOY |
| EOY | 259167 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5927393 | BOY |
| EOY | 6588998 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26344 | BOY |
| EOY | 34644 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13201710 | BOY |
| EOY | 11888617 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1604127 | BOY |
| EOY | 2201073 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5401932 | BOY |
| EOY | 4068849 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7006059 | BOY |
| EOY | 6269922 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5682496 | BOY |
| EOY | 5618695 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 513155 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6195651 | BOY |
| EOY | 5618695 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13201710 | BOY |
| EOY | 11888617 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -878177 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 301221 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6096764 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5032929 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4752180 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6835510 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7641550 | CurrentTaxYear |
| Total | 30358933 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3651371 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3640441 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3906789 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2938926 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2329983 | CurrentTaxYear |
| Total | 16467510 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 50673 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 57279 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 195985 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16462 | CurrentTaxYearMinus1Year |
| Current Tax Year | 472369 | CurrentTaxYear |
| Total | 792768 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9798808 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8730649 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8854954 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9790898 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10443902 | CurrentTaxYear |
| Total | 47619211 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2437553 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1018406 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1519276 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2156712 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1107241 | CurrentTaxYear |
| Total | 8239188 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 881493 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 661079 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 926666 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 121829 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19217 | CurrentTaxYear |
| Total | 2610284 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3319046 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1679485 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2445942 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2278541 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1126458 | CurrentTaxYear |
| Total | 10849472 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 36769739 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 223712 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 159699 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 133982 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 145880 | CurrentTaxYearMinus1Year |
| Current Tax Year | 214356 | CurrentTaxYear |
| Total | 877629 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 223712 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 159699 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 133982 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 145880 | CurrentTaxYearMinus1Year |
| Current Tax Year | 214356 | CurrentTaxYear |
| Total | 877629 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10022520 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8890348 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8988936 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9936778 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10658258 | CurrentTaxYear |
| Total | 48496840 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.75820 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.71670 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01810 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02030 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $8,000 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 8000 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | THE ORGANIZATION SPENT APPROXIMATELY $8,000 ON LOBBYING EXPENSES FOR LEGISLATION THAT WAS ESTIMATED AT 10% OF DIRECT STAFF EXPENSE (SALARY PLUS BENEFITS). | Explanation |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 121003 | OtherCostOrOtherBasis |
| Depreciation | 108672 | Depreciation |
| Book Value | 12331 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 440791 | OtherCostOrOtherBasis |
| Depreciation | 273789 | Depreciation |
| Book Value | 167002 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 158907 | OtherCostOrOtherBasis |
| Depreciation | 79073 | Depreciation |
| Book Value | 79834 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 259167 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 10750588 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 301221 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 301221 | RevenueNotRptdF990 |
| Revenue Subtotal | 10449367 | RevenueSubtotal |
| Other Revenues Not Included | 201694 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 201694 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 10651061 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 11327544 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11327544 | ExpensesSubtotal |
| Other Expenses Not Included | 201694 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 201694 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 11529238 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | PACIFIC BUSINESS GROUP ON HEALTH ("PBGH") HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2012 AND 2011, PBGH DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | BAD DEBT RECOVERY 201,694. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | BAD DEBT RECOVERY 201,694. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|
| STANFORD UNIVERSITY SCHOOL OF MEDICINE | ||||||
| 251 CAMPUS DRIVE MSOB X328 | STANFORD | CA | 94305 | 941156365 | 140000 | SUPPORT THE POLICY WORK OF PROFESSOR MILSTEIN & STANFORD CLINICAL EXCELLENCE RESEARCH CENTER |
| ST JOSEPH HOSPITAL | ||||||
| 1100 WEST STEWART DRIVE | ORANGE | CA | 92868 | 951643359 | 10000 | AWARD FOR PARTICIPATION IN ORTHOPEDIC JOINT REPLACEMENT REGISTRY PILOT PROGRAM |
| JOHN MUIR HEALTH | ||||||
| 1400 TREAT BLVD SUITE 300 | WALNUT CREEK | CA | 94597 | 941461843 | 10000 | AWARD FOR PARTICIPATION IN ORTHOPEDIC JOINT REPLACEMENT REGISTRY PILOT PROGRAM |
| ALTA BATES | ||||||
| 2420 ASHBY AVENUE | BERKELEY | CA | 94705 | 510160184 | 10000 | AWARD FOR PARTICIPATION IN ORTHOPEDIC JOINT REPLACEMENT REGISTRY PILOT PROGRAM |
| DAMERON HOSPITAL | ||||||
| 525 W ACACIA STREET | STOCKTON | CA | 95203 | 941201197 | 10000 | AWARD FOR PARTICIPATION IN ORTHOPEDIC JOINT REPLACEMENT REGISTRY PILOT PROGRAM |
| STANFORD DEPARTMENT ORTHO | ||||||
| 450 BROADWAY STREET MAIL CODE 6342 | REDWOOD CITY | CA | 94063 | 941156365 | 10000 | AWARD FOR PARTICIPATION IN ORTHOPEDIC JOINT REPLACEMENT REGISTRY PILOT PROGRAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 6 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: WE ASK THE GRANT RECIPIENTS PROVIDE US WITH QUARTERLY REPORTS INDICATING THEIR USE OF THE FUNDS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID LANSKY PHD | ||||||||||||||
| PRESIDENT & CEO | 316104 | 0 | 80000 | 0 | 0 | 0 | 47500 | 0 | 10079 | 0 | 453683 | 0 | 0 | 0 |
| CHARLIE QUAID | ||||||||||||||
| DIRECTOR OF FINANCE & ADMINISTRATION | 119986 | 0 | 17846 | 0 | 0 | 0 | 14258 | 0 | 11102 | 0 | 163192 | 0 | 0 | 0 |
| TED VON GLAHN | ||||||||||||||
| SENIOR DIRECTOR OF CONSUME | 218471 | 0 | 38577 | 0 | 0 | 0 | 25000 | 0 | 10079 | 0 | 292127 | 0 | 0 | 0 |
| DIANE STEWART | ||||||||||||||
| SENIOR DIRECTOR OF PERFORM | 186617 | 0 | 34971 | 0 | 0 | 0 | 22187 | 0 | 5460 | 0 | 249235 | 0 | 0 | 0 |
| SUZANNE DELBANCO | ||||||||||||||
| DIRECTOR OF CATALYST FOR P | 230333 | 0 | 0 | 0 | 0 | 0 | 23100 | 0 | 0 | 0 | 253433 | 0 | 0 | 0 |
| EMMA HOO | ||||||||||||||
| DIRECTOR OF VALUE PURCHASI | 186187 | 0 | 32452 | 0 | 0 | 0 | 21912 | 0 | 5460 | 0 | 246011 | 0 | 0 | 0 |
| WILLIAM KRAMER | ||||||||||||||
| EXECUTIVE DIRECTOR OF NATI | 221792 | 0 | 28447 | 0 | 0 | 0 | 19621 | 0 | 1058 | 0 | 270918 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 1A | PROVIDED 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. | |
| PART III | FORM 990, PART VII, SECTION A, LINE 5 & SCHEDULE J, PART II: COMPENSATION AND BENEFITS ARE PAID TO ALL EMPLOYEES OF PBGH BY TRINET HR CORPORATION, AN UNRELATED CORPORATION. | SUPPLEMENTAL INFORMATION |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | INITIALLY 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 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 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 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST. | |
| FORM 990, PART IX, LINE 11G | CONSULTING FEES: PROGRAM SERVICE EXPENSES 954,762. MANAGEMENT AND GENERAL EXPENSES 44,741. FUNDRAISING EXPENSES 7,627. TOTAL EXPENSES 1,007,130. HONORARIUM: PROGRAM SERVICE EXPENSES 27,443. MANAGEMENT AND GENERAL EXPENSES 1,286. FUNDRAISING EXPENSES 219. TOTAL EXPENSES 28,948. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 11,238. MANAGEMENT AND GENERAL EXPENSES 527. FUNDRAISING EXPENSES 90. TOTAL EXPENSES 11,855. DATA ANALYSIS: PROGRAM SERVICE EXPENSES 1,234,079. MANAGEMENT AND GENERAL EXPENSES 57,831. FUNDRAISING EXPENSES 9,846. TOTAL EXPENSES 1,301,756. PROGRAM COLLABORATION: PROGRAM SERVICE EXPENSES 558,872. MANAGEMENT AND GENERAL EXPENSES 26,189. FUNDRAISING EXPENSES 4,459. TOTAL EXPENSES 589,520. DATA WAREHOUSE INFRASTRUCTURE: PROGRAM SERVICE EXPENSES 400,479. MANAGEMENT AND GENERAL EXPENSES 18,767. FUNDRAISING EXPENSES 3,195. TOTAL EXPENSES 422,441. PROJECT MANAGEMENT SYSTEM SETUP: PROGRAM SERVICE EXPENSES 355,481. MANAGEMENT AND GENERAL EXPENSES 16,658. FUNDRAISING EXPENSES 2,836. TOTAL EXPENSES 374,975. MEDICAL CONSULTING: PROGRAM SERVICE EXPENSES 224,138. MANAGEMENT AND GENERAL EXPENSES 10,503. FUNDRAISING EXPENSES 1,788. TOTAL EXPENSES 236,429. | OTHER FEES |
| FORM 990, PART XII, LINE 2 & PART IV, LINE 12 | ALTHOUGH THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS WERE PREPARED ON A CONSOLIDATED BASIS, SUPPLEMENTAL SCHEDULES WERE PREPARED AS PART OF THE AUDIT THAT PROVIDED SEPARATE FINANCIAL INFORMATION FOR THIS ORGANIZATION. THE FINANCIAL INFORMATION FROM THE SEPARATELY PREPARED SUPPLEMENTAL SCHEDULES HAS BEEN USED TO PREPARED PARTS XI, XII AND XIII OF SCHEDULE D. | CONSOLIDATED FINANCIAL STATEMENTS AND SUPPLEMENTAL SCHEDULES: |
| FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC BUSINESS GROUP ON HEALTH NEGOTIATING ALLIANCE | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 MAIN STREET STE 1500 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943219430 | EIN |
| Primary Activity | HEALTHCARE IMPROVEMENT - NEGOTIATE LOWER HEALTHCARE COSTS | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 301181 | ShareOfTotalIncome |
| Share Of EOY Assets | 139854 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| PACIFIC BUSINESS GROUP ON HEALTH NEGOTIATING ALLIANCE | ||
| N | 66383 | FMV |
| PACIFIC BUSINESS GROUP ON HEALTH NEGOTIATING ALLIANCE | ||
| O | 154465 | FMV |
| PACIFIC BUSINESS GROUP ON HEALTH NEGOTIATING ALLIANCE | ||
| Q | 176075 | FMV |