2013-11-15T18:26:30-06:00 2012-12-31 946214841 ARMANINO LLP 12667 ALCOSTA BOULEVARD SUITE 500 SAN RAMON CA 945834427 990 2012-01-01 943093623 PACIFIC BUSINESS GROUP ON HEALTH PACI 4152818660 221 MAIN STREET NO 1500 SAN FRANCISCO CA 94105 CLARE SHINNERL 4152818660 2013-11-18 1 LYNN HENLEY P00356034 9257902600 2012 2016-02-25 16:41:14Z DAVID LANSKY 221 MAIN STREET NO 1500 SAN FRANCISCO CA 94105 11063537 0 X WWW.PBGH.ORG X 1990 CA TO IMPROVE THE QUALITY AND AVAILABILITY OF HEALTH CARE WHILE MODERATING COST. 34 33 46 34 0 0 6835510 7641550 2938926 2329983 138753 207159 16462 472369 9929651 10651061 170000 190000 0 0 4873989 5361658 0 0 88980 5198107 5977580 10242096 11529238 -312445 -878177 13201710 11888617 7006059 6269922 6195651 5618695 X 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. 0 0 3699023 70000 975098 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. 3389109 70000 715347 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. 2507034 50000 639538 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. 9595166 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 75 0 1 46 1 0 0 0 0 0 0 0 0 0 0 X 34 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X ISRAEL GHEBRETINSAE CONTROLLER 4156156354 221 MAIN STREET NO 1500 SAN FRANCISCO CA 94105 BARBARA WACHSMAN 1.00 X X 0 0 0 SALLY WELBORN 1.00 X X 0 0 0 BRIAN DEVORE 1.00 X X 0 0 0 GERRI BURRUEL 1.00 X X 0 0 0 CLAUDIA POLIDORI 1.00 X X 0 0 0 THOMAS LUCAS 1.00 X 0 0 0 THERESA HELLE 1.00 X 0 0 0 JEANNE CAIN 1.00 X 0 0 0 SHAWN LEAVITT 1.00 X 0 0 0 SUSAN GRISSO 1.00 X 0 0 0 GREGORY MARCHAND 1.00 X 0 0 0 ANN BOYNTON 1.00 X 0 0 0 NIRMAL PATEL 1.00 X 0 0 0 JOHN CLARK 1.00 X 0 0 0 NINA MCQUEEN 1.00 X 0 0 0 MARNEY MALIK 1.00 X 0 0 0 HEATHER PETERS 1.00 X 0 0 0 ANNA FALLIERAS 1.00 X 0 0 0 JULEE WELLER 1.00 X 0 0 0 MARY BRADLEY 1.00 X 0 0 0 KEN SHACHMUT 1.00 X 0 0 0 MARIA HENDERSON 1.00 X 0 0 0 LISA MONTALVO 1.00 X 0 0 0 SCOTT HAUGE 1.00 X 0 0 0 SUSAN HELLER 1.00 X 0 0 0 BONNIE TOUSSAINT 1.00 X 0 0 0 JEFFREY RIDEOUT 1.00 X 0 0 0 MICHAEL BAPTISTA 1.00 X 0 0 0 LES SCHLAEGEL 1.00 X 0 0 0 NATE RANDALL 1.00 X 0 0 0 JEFFREY MORROW 1.00 X 0 0 0 MARK ESTEBAN 1.00 X 0 0 0 LISA YEE 1.00 X 0 0 0 DAVID LANSKY PHD 40.00 X X 396104 0 57579 CHARLIE QUAID 40.00 X 137832 0 25360 TED VON GLAHN 40.00 X 257048 0 35079 DIANE STEWART 40.00 X 221588 0 27647 SUZANNE DELBANCO 40.00 X 230333 0 23100 EMMA HOO 40.00 X 218639 0 27372 WILLIAM KRAMER 40.00 X 250239 0 20679 1711783 0 216816 17 0 1 0 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 7 274500 1380821 5986229 7641550 MANAGEMENT FEES 541610 2306383 2306383 MISCELLANEOUS FEES 900099 12000 12000 SPEECH STIPENDS 541610 11600 11600 2329983 214356 214356 405279 412476 -7197 -7197 -7197 PACADVANTAGE 900099 244753 244753 BAD DEBT RECOVERY 900099 201694 201694 REFUND ON 2011 LEASE 900099 13986 13986 11936 11936 472369 10651061 2329983 0 679528 X 190000 190000 616875 277025 301684 38166 3733050 3250683 482367 331954 269208 59833 2913 397563 322416 71659 3488 282216 228872 50868 2476 199588 140554 58397 637 142800 100563 41782 455 3973054 3766492 176502 30060 44015 41217 375 2423 165984 81572 82881 1531 113263 107374 5032 857 479686 293073 184026 2587 170996 134539 35420 1037 267861 216331 51271 259 585 97 488 157282 157282 DUES AND SUBSCRIPTIONS 105935 37974 66549 1412 PROFESSIONAL DEVELOPMEN 89748 85082 3987 679 TAXES & LICENSING 55261 40937 14324 MISCELLANEOUS 11522 11157 365 11529238 9595166 1845092 88980 253412 156134 5184356 2447314 1135928 1718033 236594 547576 135450 136751 720701 461534 302233 259167 5927393 6588998 26344 34644 13201710 11888617 1604127 2201073 5401932 4068849 7006059 6269922 X 5682496 5618695 513155 0 6195651 5618695 13201710 11888617 -878177 301221 0 X X 0 1 X 1 0 X 6096764 5032929 4752180 6835510 7641550 30358933 3651371 3640441 3906789 2938926 2329983 16467510 50673 57279 195985 16462 472369 792768 9798808 8730649 8854954 9790898 10443902 47619211 2437553 1018406 1519276 2156712 1107241 8239188 881493 661079 926666 121829 19217 2610284 3319046 1679485 2445942 2278541 1126458 10849472 36769739 223712 159699 133982 145880 214356 877629 223712 159699 133982 145880 214356 877629 10022520 8890348 8988936 9936778 10658258 48496840 0.75820 0.71670 0.01810 0.02030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 8000 0 0 8000 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: THE ORGANIZATION SPENT APPROXIMATELY $8,000 ON LOBBYING EXPENSES FOR LEGISLATION THAT WAS ESTIMATED AT 10% OF DIRECT STAFF EXPENSE (SALARY PLUS BENEFITS). 121003 108672 12331 440791 273789 167002 158907 79073 79834 259167 X 10750588 301221 301221 10449367 201694 201694 10651061 11327544 0 11327544 201694 201694 11529238 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. 1 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 6 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: WE ASK THE GRANT RECIPIENTS PROVIDE US WITH QUARTERLY REPORTS INDICATING THEIR USE OF THE FUNDS. X 1 1 X X X 0 0 0 0 0 0 0 0 0 DAVID LANSKY PHD 316104 0 80000 0 0 0 47500 0 10079 0 453683 0 0 0 CHARLIE QUAID 119986 0 17846 0 0 0 14258 0 11102 0 163192 0 0 0 TED VON GLAHN 218471 0 38577 0 0 0 25000 0 10079 0 292127 0 0 0 DIANE STEWART 186617 0 34971 0 0 0 22187 0 5460 0 249235 0 0 0 SUZANNE DELBANCO 230333 0 0 0 0 0 23100 0 0 0 253433 0 0 0 EMMA HOO 186187 0 32452 0 0 0 21912 0 5460 0 246011 0 0 0 WILLIAM KRAMER 221792 0 28447 0 0 0 19621 0 1058 0 270918 0 0 0 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. SUPPLEMENTAL INFORMATION 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. 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. OTHER FEES 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. CONSOLIDATED FINANCIAL STATEMENTS AND SUPPLEMENTAL SCHEDULES: FORM 990, PART XII, LINE 2 & PART IV, LINE 12 ALTHOUGH THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS WERE PREPARED ON A CONSOLIDATED BASIS, SUPPLEMENTAL SCHEDULES WERE PREPARED AS PART OF THE AUDIT THAT PROVIDED SEPARATE FINANCIAL INFORMATION FOR THIS ORGANIZATION. THE FINANCIAL INFORMATION FROM THE SEPARATELY PREPARED SUPPLEMENTAL SCHEDULES HAS BEEN USED TO PREPARED PARTS XI, XII AND XIII OF SCHEDULE D. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. PACIFIC BUSINESS GROUP ON HEALTH NEGOTIATING ALLIANCE 221 MAIN STREET STE 1500 SAN FRANCISCO CA 94105 943219430 HEALTHCARE IMPROVEMENT - NEGOTIATE LOWER HEALTHCARE COSTS CA N/A C 301181 139854 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 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