2024-11-04T11:42:21-06:00 2023-12-31 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2023-01-01 943093623 PURCHASER BUSINESS GROUP ON HEALTH PURC 4152818660 1611 TELEGRAPH AVE 210 OAKLAND CA 94612 GEANETTE TREADWAY CFO 4152818660 2024-11-01 1 1 MATTHEW PETROSKI P00853132 9257902600 2024-11-01 2023 2024-10-15 13:58:12Z WON ANDERSON 1611 TELEGRAPH AVE 210 OAKLAND CA 94612 13153140 0 X WWW.PBGH.ORG X 1990 CA TO IMPROVE THE QUALITY AND AVAILABILITY OF HEALTH CARE WHILE MODERATING COST. 9 9 42 9 0 0 12911446 4266656 2847410 2786422 12431 645209 2082665 2854143 17853952 10552430 0 0 0 0 6821299 8196122 0 0 388316 5099506 5626130 11920805 13822252 5933147 -3269822 16326531 13330197 4717150 5347373 11609381 7982824 X TO BE A CHANGE AGENT CREATING INCREASED VALUE IN THE HEALTHCARE SYSTEM THROUGH PURCHASER COLLABORATION, INNOVATION, AND ACTION, AND THROUGH THE SPREAD OF BEST PRACTICES. 0 0 4536521 2294079 REDESIGN CARE:PBGH WORKS SIDE-BY-SIDE WITH PHYSICIANS AND OTHER PRACTITIONERS TO: FOSTER INNOVATIVE IDEAS; REDESIGN HOW CARE IS DELIVERED; ALIGN PAYMENT WITH OPTIMAL CARE DESIGN; AND SUPPORT PROVIDERS TO DELIVER OPTIMAL CARE EXPERIENCE AND PRICE. PBGH PROGRAMS INCLUDE: ONES THAT PROVIDE CARE MANAGEMENT FOR HIGH-NEED-COST PATIENTS (THOSE WITH MULTIPLE SERIOUS CHRONIC CONDITIONS); AND PROGRAMS THAT SPREAD BEST PRACTICES FOR COMMON CARE EPISODES (E.G. MATERNITY); PROGRAMS THAT TRAIN PHYSICIANS HIGH-QUALITY, PATIENT-CENTERED CARE, PREVENT PATIENTS FROM RECEIVING DUPLICATE SERVICES, AND REDUCE UNNECESSARY VISITS TO HOSPITALS AND EMERGENCY ROOMS. THE PROGRAMS AIM TO ENGAGE PATIENTS IN THEIR OWN CARE AN APPROACH THAT ACCELERATES PATIENT RECOVERY. 1148983 INFLUENCE POLICY:PBGH REPRESENTS ITS MEMBER ORGANIZATIONS WITH A STRONG, UNIFIED VOICE IN WASHINGTON BY TESTIFYING IN CONGRESS, COMMUNICATING WITH WHITE HOUSE AND AGENCY STAFF, SERVING ON KEY ADVISORY BODIES, AND PUBLISHING WIDELY THROUGH ISSUE BRIEFS, BLOG POSTINGS AND OP-EDS. PBGH ADVOCACY FOCUSES ON THE "VALUE AGENDA" OF HEALTH REFORM, INCLUDING PAYMENT REFORM AND ALIGNMENT, USE OF MEASURES TO SUPPORT VALUE-PAYMENT SYSTEMS, DATA TRANSPARENCY AND THE FOSTERING OF COMPETITIVE MARKETS. 3699406 2199810 ACCELERATE TRANSPARENCY:PBGH SUPPORTS CHANGES TO COMMERCIAL PAYMENT MODELS THAT MOVE INCREMENTALLY AWAY FROM FEE-FOR-SERVICE AND TOWARD PAYING FOR VALUE. THESE INCLUDE BUNDLED PAYMENTS FOR MATERNITY CARE, ORTHOPEDIC SURGERIES AND OTHER HIGH-COST AND FREQUENT PROCEDURES. PBGH IS ALSO WORKING TO IMPLEMENT INNOVATIVE PRIMARY CARE CONTRACTING AND QUALITY FOCUSED CONTRACTS WITH ACCOUNTABLE CARE ORGANIZATIONS. THESE PAYMENT MODELS SUPPORT ALIGNED BENEFIT DESIGN CHANGES, SUCH AS REFERENCE PRICING, TIERED NETWORKS AND CENTERS OF EXCELLENCE. AT THE SAME TIME, PBGH IS ENCOURAGING MEDICARE AND OTHER PUBLIC PROGRAMS TO IMPLEMENT ALIGNED PAYMENT METHODOLOGIES SO THAT PROVIDERS RECEIVE CONSISTENT FINANCIAL SIGNALS FROM BOTH PRIVATE AND PUBLIC PURCHASERS. 1537214 1146676 PURCHASER VALUE:PBGH PARTNERS WITH EMPLOYERS WHO PURCHASE HEALTH CARE FOR THEIR EMPLOYEES TO CREATE MEASUREABLE PROGRESS TOWARD A MORE EFFICIENT AND EFFECTIVE HEALTH CARE SYSTEM. PBGH SUPPORTS HEALTH CARE PURCHASERS AND MEMBERS, BY PROVIDING SERVICES INCLUDING: TECHNICAL ASSISTANCE, ACCESS TO NETWORKING OPPORTUNITIES AND PARTNERSHIPS. 1537214 1146676 10922124 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 82 0 1 42 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X GEANETTE TREADWAY 4152818660 1611 TELEGRAPH AVE 210 OAKLAND CA 94612 ALDY DUFFIELD CHAIR 0.50 X 0 0 0 MELISSA REAL SECRETARY 0.25 X 0 0 0 JEFF WHITE TREASURER 0.25 X 0 0 0 MICHAEL COSTELLO DIRECTOR 0.25 X 0 0 0 MILT EZZARD DIRECTOR 0.25 X 0 0 0 DONALD MOULDS DIRECTOR 0.25 X 0 0 0 ROB PACZKOWSKI DIRECTOR 0.25 X 0 0 0 JULEE WELLER DIRECTOR 0.25 X 0 0 0 LISA WOODS DIRECTOR 0.25 X 0 0 0 ELIZABETH MITCHELL PRESIDENT & CEO 40.00 X 803766 0 51392 DENNIS RIZZO CFO & COO (THRU 05/23) 40.00 X 160113 0 24223 WON SUN ANDERSON COO (START 05/23) 40.00 X 172280 0 36893 LISA STEINHART-ZAMOSKY CHIEF COMMUNICATION OFFICER 40.00 X 314609 0 47760 GEANETTE TREADWAY CFO (START 08/23) 40.00 X 116244 0 0 CRYSTAL EUBANKS VP, CARE TRANSFORMATION 40.00 X 318622 0 59470 MARSHAL ALAN GILBERT VP, POLICY 40.00 X 274791 0 28556 RANDA DEATON VP, PURCHASER ENGAGEMENT 40.00 X 273736 0 38867 RAYMOND TSAI VP, ADVANCED PRIMARY CARE 40.00 X 231912 0 32484 RACHEL BRODIE SR, DIRECTOR, MEASUREMENT 40.00 X 302775 0 60383 EMMA HOO DIRECTOR, VALUE BASED PURCHASING 40.00 X 293887 0 40051 PETER ROBERTSON SR, DIRECTOR, PRACTICE TRANSFORMATION 40.00 X 246054 0 43255 LYDIA WALKER ASSOCIATE DIRECTOR, IT 40.00 X 186639 0 28880 ELLEN PARKER-GAGNON STRATEGIC CHIEF OF STAFF 30.00 X 171142 0 26748 3866570 0 518962 27 0 1 0 CENTER FOR THE STUDY OF SERVICES 1625 K STREET NW 8TH FLOOR WASHINGTON DC 20006 SURVEY SERVICES 1342922 INTEGRATED HEALTHCARE ASSOCIATION 180 GRAND AVENUE SUITE 1365 OAKLAND CA 94610 ADVANCED PRIMARY CARE MEASUREMENT 497250 COLLABORATIVE FAMILY HEALTHCARE ASSOCIAT 11312 US 15-501 N STE 107-154 CHAPEL HILL NC 27517 SUBJECT MATTER EXPERTISE 228532 ROBERT HALF INTERNATIONAL INC PO BOX 743295 LOS ANGELES CA 90074 TEMPORARY STAFFING 212619 PRIMARY MATERNITY CARE LLC 67 HAUSER ST MILFORD CT 06460 SUBJECT MATTER EXPERTISE 126328 8 1217500 3049156 4266656 HEALTH PLAN FEES 541610 2079100 2079100 CONTRACT REVENUE 541610 707322 707322 2786422 145919 145919 3100000 2600709 1 499291 -1 499290 499290 OTHER INCOME 900099 2854143 2854143 2854143 10552430 5640565 0 645209 X 2869473 1649620 1184636 35217 4129141 3751670 146452 231019 426015 375676 27996 22343 393966 330828 44646 18492 377527 294920 67780 14827 96005 28756 63405 3844 247990 74279 163782 9929 14929 14929 3906137 3290522 581000 34615 55349 33017 22316 16 74229 49059 23912 1258 128334 84011 42210 2113 387536 322377 56836 8323 152804 134267 16916 1621 393204 382864 5872 4468 3026 2038 949 39 DUES & SUBSCRIPTIONS 138824 98106 40602 116 MISCELLANEOUS 22055 15439 6616 TAX & LICENSES 5708 4675 957 76 13822252 10922124 2511812 388316 214004 1600690 2009000 10409055 6996502 109525 108838 13268 8581 693 4687 4377348 1629090 1215906 981390 16326531 13330197 1990877 2124921 1407999 2138602 1318274 1083850 4717150 5347373 X 1029196 -739745 10580185 8722569 11609381 7982824 16326531 13330197 -3269822 -229652 -127083 0 X X 0 1 X 1 0 X 15674995 7450754 5398822 12911446 4266656 45702673 15674995 7450754 5398822 12911446 4266656 45702673 14821409 30881264 179689 91967 113267 102267 145919 633109 42266 659084 567033 2082665 2854143 6205191 52540973 11965855 0.58780 0.66520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 962 0 0 962 0 PART II-B, LINE 1: THE SR. ADVISOR OF HEALTH POLICY SPENT MOSTLY HALF HOUR MEETINGS WITH VARIOUS CA AND WA STATE LEGISLATORS IN 2023 TO DISCUSS DRUG PRICE LIMITS, COST CONTAINMENT AND HEALTHCARE AFFORDABILITY, PRICE TRANSPARENCY AND OTHER PBGH PRIORITIES. 13268 8581 4687 4687 DEPOSITS 38299 DUE FROM RELATED PARTY 350243 RIGHT OF USE ASSET 592848 981390 LEASE LIABILITY 1083850 1083850 10307849 -229652 -229652 10537501 14929 14929 10552430 13807323 0 13807323 14929 14929 13822252 X 1 1 X X X X 1 0 0 0 0 0 0 1 0 ELIZABETH MITCHELL PRESIDENT & CEO 625302 0 178464 0 0 0 33000 0 18392 0 855158 0 0 0 CRYSTAL EUBANKS VP, CARE TRANSFORMATION 270238 0 47904 0 480 0 32160 0 27310 0 378092 0 0 0 RACHEL BRODIE SR, DIRECTOR, MEASUREMENT 255408 0 46887 0 480 0 31090 0 29293 0 363158 0 0 0 LISA STEINHART-ZAMOSKY CHIEF COMMUNICATION OFFICER 266358 0 47771 0 480 0 31579 0 16181 0 362369 0 0 0 EMMA HOO DIRECTOR, VALUE BASED PURCHASING 248556 0 44851 0 480 0 29742 0 10309 0 333938 0 0 0 RANDA DEATON VP, PURCHASER ENGAGEMENT 235507 0 37789 0 440 0 27846 0 11021 0 312603 0 0 0 MARSHAL ALAN GILBERT VP, POLICY 252232 0 22559 0 0 0 27479 0 1077 0 303347 0 0 0 PETER ROBERTSON SR, DIRECTOR, PRACTICE TRANSFORMATIO 209546 0 36028 0 480 0 24864 0 18391 0 289309 0 0 0 RAYMOND TSAI VP, ADVANCED PRIMARY CARE 231912 0 0 0 0 0 23234 0 9250 0 264396 0 0 0 LYDIA WALKER ASSOCIATE DIRECTOR, IT 165486 0 20673 0 480 0 18713 0 10167 0 215519 0 0 0 WON SUN ANDERSON COO (START 05/23) 172280 0 0 0 0 0 18438 0 18455 0 209173 0 0 0 ELLEN PARKER-GAGNON STRATEGIC CHIEF OF STAFF 162562 0 8580 0 0 0 17625 0 9123 0 197890 0 0 0 DENNIS RIZZO CFO & COO (THRU 05/23) 103449 0 32716 0 23948 0 14102 0 10121 0 184336 0 0 0 PART I, LINE 1A PROVIDED UP TO $40.00 PER MONTH PER EMPLOYEE FOR REIMBURSEMENT OF HEALTH CLUB COSTS. THE REIMBURSEMENT OF HEALTH CLUB COSTS HAS BEEN INCLUDED IN THE EMPLOYEES' TAXABLE WAGES. PART I, LINE 4A DURING 2023, DENNIS RIZZO RECEIVED A SEVERANCE PAYMENT OF $23,948. PART I, LINE 7 THE POTENTIAL AND CRITERIA FOR COMPENSATION CHANGES AND BONUSES FOR OFFICERS ARE PRE-DETERMINED PERCENT AMOUNTS BASED UPON PERFORMANCE ON 8 ORGANIZATION-WIDE OBJECTIVE, 5-7 INDIVIDUAL OBJECTIVES, AND COMPETENCY ASSESSMENTS. THE PRESIDENT & CEO'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS COMPENSATION COMMITTEE AND INCLUDES COMPARABILITY DATA FROM OTHER ORGANIZATIONS. COMPENSATION/BONUS IS NOT A PERCENTAGE OF NET INCOME OR REVENUE, BUT ARE DETERMINED THROUGH A PERIODIC COMPENSATION REVIEW OF PRESIDENT & CEO COMPENSATION BY AN EXTERNAL FIRM AND PERIODIC REVIEW OF EXTERNAL BENCHMARKING DATA. COMPENSATION DETERMINATIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN WRITING. PBGH DIRECTORS ARE NOT COMPENSATED. FORM 990, PART VI, SECTION B, LINE 11B INITIALLY REVIEWED BY THE CEO & CFO. SUBSEQUENTLY REVIEWED BY THE AUDIT COMMITTEE, ACTING ON BEHALF OF THE BOARD. FOLLOWING THESE REVIEWS AND PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE, COPIES OF THE FORM 990 WILL BE EMAILED TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY COVERS BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES WHO ARE REQUIRED TO ANNUALLY DISCLOSE ANY POTENTIAL CONFLICTS. DISCLOSURES ARE COLLECTED AND REVIEWED BY THE COO ON ANY POTENTIAL CONFLICTS. THE BOARD OF DIRECTORS DECIDES IF ANY ADDITIONAL ACTION IS NECESSARY SUCH AS RECUSAL OR REMOVAL OF THE CONFLICTED INDIVIDUAL. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION, COMPENSATION INCREASES, AND INCENTIVE PAYMENTS FOR THE PRESIDENT & CEO ARE BASED UPON A PERFORMANCE REVIEW CONDUCTED BY THE COMPENSATION COMMITTEE OF THE BOARD. THE COMPENSATION DETERMINATIONS ARE BASED UPON INDUSTRY-SPECIFIC BENCHMARK STUDIES CONDUCTED BY HUMAN RESOURCES PERIODICALLY AND INCLUDES COMPARABILITY DATA FROM OTHER ORGANIZATIONS. COMPENSATION DETERMINATIONS FOR THE PRESIDENT & CEO ARE CONTEMPORANEOUSLY DOCUMENTED IN WRITING. COMPENSATION FOR OFFICERS AND KEY EMPLOYEES IS BASED UPON INDUSTRY-SPECIFIC BENCHMARK STUDIES CONDUCTED BY HUMAN RESOURCES PERIODICALLY AND INCLUDES COMPARABILITY DATA FROM OTHER ORGANIZATIONS. THE BENCHMARK STUDIES ARE THEN PROVIDED TO THE COMPENSATION COMMITTEE TO ASSESS PRESIDENT & CEO COMPENSATION. THE PRESIDENT & CEO ALSO RECEIVES COPIES OF THE BENCHMARK STUDIES TO ASSESS COMPENSATION FOR KEY EMPLOYEES. COMPENSATION DETERMINATIONS FOR OFFICERS AND KEY EMPLOYEES ARE CONTEMPORANEOUSLY DOCUMENTED IN WRITING. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 3,290,522. MANAGEMENT AND GENERAL EXPENSES 581,000. FUNDRAISING EXPENSES 34,615. TOTAL EXPENSES 3,906,137. 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. THE PURCHASER BUSINESS GROUP ON HEALTH NEGOTIATING ALLIANCE 1611 TELEGRAPH AVE 210 OAKLAND CA 94612 943219430 HEALTHCARE IMPROVEMENT - NEGOTIATE LOWER HEALTHCARE COSTS CA PURCHASER BUSINESS GROUP ON HEALTH C -6565 113408 1.00000 1 EMSANA HEALTH INC 1611 TELEGRAPH AVE 210 OAKLAND CA 94612 861602754 PURCHASING SERVICES SPECIALIZING IN HEALTHCARE AND PHARMACY PRODUCTS CA PURCHASER BUSINESS GROUP ON HEALTH C 64499 1271258 0.75000 1 EMSANACARE INC 1611 TELEGRAPH AVE 210 OAKLAND CA 94612 862544683 PURCHASING SERVICES SPECIALIZING IN LEADING PROVIDERS TO IMPROVE HEALTH OUTC CA PURCHASER BUSINESS GROUP ON HEALTH C 29758 161222 0.50400 1 EMSANARX INC 1611 TELEGRAPH AVE 210 OAKLAND CA 94612 862807587 PURCHASING SERVICES SPECIALIZING TO IMPROVE HEALTH CARE OUTCOMES CA PURCHASER BUSINESS GROUP ON HEALTH C -747405 1 1 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 EMSANACARE INC D 52000 FMV EMSANA HEALTH INC D 202346 FMV EMSANACARE INC A 2186 FMV EMSANA HEALTH INC A 12253 FMV