2017-11-15T14:25:39-06:00 2016-12-31 131809139 POPPER & COMPANY LLP 192 LEXINGTON AVENUE NEW YORK NY 100166823 990 2016-01-01 133156952 NORTHEAST BUSINESS GROUP ON HEALTH INC NORT 2122527440 80 PINE STREET 29TH FLOOR NEW YORK NY 10005 CANDICE SHERMAN PRESIDENT & CEO 2122527440 2017-11-14 1 JEFFREY M POPPER P00395294 2126864700 69.193.172.42 2017-11-14 13:52:15 ES P C9CA481FC5B316CB60E0D83ECB8909A042AEBA18 4DC89AF30E7121EA6D077A1DC50A504FE04A6037 2016 2017-02-10 21:41:12Z CANDICE SHERMAN 80 PINE STREET 29TH FLOOR NEW YORK NY 10005 2529955 0 X NEBGH.ORG X 1983 NY EMPOWERING OUR MEMBERS TO DRIVE EXCELLENCE AND ACHIEVE THE HIGHEST VALUE IN HEALTHCARE DELIVERY AND THE CONSUMER EXPERIENCE. 22 22 14 0 0 0 197800 217750 2048151 2292288 3419 4267 -30681 -2188 2218689 2512117 0 0 0 0 1366063 1534478 0 0 0 755543 879367 2121606 2413845 97083 98272 1432174 1506737 991104 967395 441070 539342 X EMPOWERING OUR MEMBERS TO DRIVE EXCELLENCE AND ACHIEVE THE HIGHEST VALUE IN HEALTHCARE DELIVERY AND THE CONSUMER EXPERIENCE. 0 0 444791 504190 EDUCATIONAL SERVICES: SEMINARS ON HEALTH CARE ISSUES. 773358 876636 MEMBERSHIP SERVICES: SEMINARS FOR NEW & PROSPECTIVE MEMBERS. 393864 446462 STATE HEALTHCARE TRANSFORMATION INITIATIVES - ADVANCED PRIMARY CARESIM- NEW YORK'S STATE INNOVATION MODEL:NEBGH WAS TAPPED BY NEW YORK STATE TO BRING TOGETHER EMPLOYERS AND OTHER STAKEHOLDERS IN A SERIES OF IN-PERSON REGIONAL MEETINGS AND VIRTUAL SESSIONS TO SUPPORT NEW YORK'S STATE INNOVATION MODEL (SIM) INITIATIVE. THE FOUNDATION OF THE STATE'S HEALTHCARE TRANSFORMATION EFFORTS IS A NEW MODEL CALLED ADVANCED PRIMARY CARE (APC) THAT PROMISES TO DELIVER BETTER QUALITY, IMPROVED OUTCOMES AND MORE EFFICIENCY, AT A LOWER COST. THROUGH A FOUR-YEAR FEDERAL GRANT, PRIMARY CARE PRACTICES ARE ELIGIBLE FOR DOLLARS TO SUPPORT TRANSFORMATION VIA TECHNOLOGY, CARE COORDINATION, EXTENDED HOURS AND OTHER ENHANCEMENTS, AND WILL NEED TO DEMONSTRATE IMPROVEMENTS IN QUALITY AND PATIENT EXPERIENCE IN ORDER TO QUALIFY FOR REIMBURSEMENT UNDER THE APC MODEL. MULTIPLE HEALTH PLANS NEED TO ALIGN ON CORE MEASURES AND REIMBURSEMENT METHODOLOGY, AND PLANS AND PURCHASERS NEED TO SUPPORT APC. 8821 10000 TRANSFORMING DIABETES MANAGEMENTMERCK DIABETES PILOT DIGITAL TOOL BOX:FOR EMPLOYERS, DIABETES IS A TOP CONCERN AND ONE OF THEIR HIGHEST COST DRIVERS. MANY EXISTING INTERVENTIONS DO NOT ENGAGE EMPLOYEES EFFECTIVELY IN PREVENTING AND MANAGING THIS DISEASE. WITH THAT IN MIND, A NUMBER OF COMPANIES HAVE EMERGED THAT PROVIDE TECHNOLOGY-ORIENTED HOLISTIC DIABETES PREVENTION AND MANAGEMENT PROGRAMS OUTSIDE OF TRADITIONAL HEALTH PLAN AND EMPLOYER-INITIATED DISEASE MANAGEMENT PROGRAMS. TO HELP EMPLOYERS UNDERSTAND THESE NEW DIGITAL COMPANIES, NEBGH DEVELOPED A GUIDE ASSESSING 25 OF THESE VENDORS WHICH WAS DISTRIBUTED ONLINE AND IN HARD COPY. 26466 30000 BI DIABETES PILOT WHITEPAPER:IN CONJUNCTION WITH THE DIABETES PILOT DIGITAL TOOL BOX PROJECT, NEBGH COLLABORATED WITH AN EMPLOYER MEMBER TO EVALUATE THEIR EXPERIENCE WITH IMPLEMENTING A NEW DIGITAL DIABETES TOOL. AS PART OF THE ASSESSMENT, NEBGH CONDUCTED A SERIES OF INTERVIEWS TO EVALUATE THE LEGAL, COMMUNICATION AND ENROLLMENT BARRIERS IN ONBOARDING A NEW DIGITAL DIABETES MANAGEMENT SOLUTION. THE RESULTS OF THIS PILOT ARE ISSUED IN A WHITE PAPER DISTRIBUTED ONLINE AND IN HARD COPY THAT DESCRIBES THE OBSTACLES FACED AND THE SUBSEQUENT SOLUTIONS THAT WERE USED TO OPERATIONALIZE THE PILOT, WITH THE OBJECTIVE OF PROVIDING INSIGHT TO OTHER EMPLOYERS WHO MAY BE EXPLORING SIMILAR SOLUTIONS. 39698 45000 MERCK DIABETES ONSITE SOLUTIONS:COUPLED WITH NEW APPROACHES TO WELLNESS AND MANAGEMENT, THIS PROJECT EXPLORED THE USE OF EMPLOYER ONSITE AND NEAR-SITE CLINIC MODELS TO MANAGE CHRONIC DISEASES SUCH AS DIABETES. MEDICAL DIRECTORS WHO OVERSEE EMPLOYEE HEALTH CLINICS HAVE A DIRECT INFLUENCE OVER TREATMENT AND MANAGEMENT FOR EMPLOYEES WITH DIABETES AND OTHER CHRONIC ILLNESSES. IN LATE 2016, NEBGH INITIATED THE FIRST OF A SERIES OF MEDICAL DIRECTORS ROUNDTABLES TO DISCUSS CURRENT MODELS AND OUTCOMES FOR DIABETES; THE PROJECT INCLUDED EVALUATING CASE STUDIES FROM EMPLOYERS OUTSIDE OF THE NORTHEAST. 10586 12000 CANCER AND THE WORKPLACEPHASE 2MERCK CANCER QUALITY PROJECT PH 2 - $6,000GENENTECH CANCER QUALITY PROJECT PH 2 - $6,000BUILDING ON WORK STARTED IN 2014 AND IN RESPONSE TO EMPLOYERS' REQUESTS FOR INFORMATION ABOUT HOW TO EVALUATE QUALITY WHEN IT COMES TO PROVIDING CANCER CARE, NEBGH EMBARKED ON AN EXPLORATION OF CURRENT DEFINITIONS OF CANCER CARE QUALITY, A LOOK AT THE VARIOUS BODIES THAT DETERMINE QUALITY, AND WHAT EMPLOYERS NEED TO KNOW. NEBGH CONDUCTED A SURVEY OF EMPLOYERS, HELD A WORKSHOP FEATURING A VARIETY OF EXPERTS AND PRACTITIONERS, AND PUBLISHED A REPORT - DISTRIBUTED ONLINE AND IN HARD COPY - THAT INCLUDES TOOLS FOR EMPLOYERS INCLUDING A CHECKLIST OF CANCER CARE BENEFITS, PROGRAMS AND POLICIES. THE REPORT ALSO INCLUDED A GLOSSARY OF CANCER CARE QUALITY TERMS AND ORGANIZATIONS, A RESOURCE LIST FOR EMPLOYERS AND RESULTS OF NEBGH'S SURVEY. 132328 150000 PHASE 3:MERCK CANCER VALUE PROJECT PH 3 - $90,000 GENENTECH CANCER VALUE PROJECT PH 3 - $60,000IN 2015, NEBGH FOCUSED ON HOW EMPLOYERS CAN UNDERSTAND QUALITY WHEN IT COMES TO CARE CANCER AND HOW INCREASED ACCESS TO SERVICES CAN INCREASE THE QUALITY OF CARE AND LIFE FOR PATIENTS. IN 2016, NEBGH INCORPORATED COST INTO THE EQUATION TO HELP GUIDE EMPLOYERS IN PURCHASING CARE THAT PROVIDES THE BEST VALUE FOR EACH DOLLAR SPENT. NEBGH CONDUCTED INTERVIEWS WITH A VARIETY OF EMPLOYERS, EXPERTS AND PRACTITIONERS AND THEN CONVENED A MULTI-STAKEHOLDER SESSION INCLUDING ONCOLOGY EXPERTS, CARE PROVIDERS AND HEALTH PLAN EXECUTIVES TO DISCUSS HOW BEST TO DEFINE VALUE IN CANCER CARE AND HOW TO PURSUE IT. NEBGH PRODUCED A REPORT WITH GUIDANCE FOR EMPLOYERS INCLUDING SECTIONS ON SITE OF CARE, SECOND OPINIONS AND PALLIATIVE CARE, AS WELL AS ON HIGH-VALUE SUPPORT SERVICES INCLUDING INTEGRATED BEHAVIORAL HEALTH. THE GUIDE ALSO DESCRIBES CURRENT APPROACHES TO VALUE-BASED PAYMENT TRANSFORMATION FOR CANCER CARE, AND WHAT EMPLOYERS CAN DO TO PROMOTE IT. THE GUIDE WAS DISTRIBUTED ONLINE AND IN HARD COPY. 22055 25000 PFIZER'S CANCER CARE HUDDLE:AS A DIRECT OUTGROWTH OF NEBGH'S WORK ON CANCER CARE QUALITY AND VALUE, PFIZER (AS AN EMPLOYER) CONTRACTED WITH NEBGH TO ASSIST IN ESTABLISHING A FRAMEWORK AND PROCESS FOR PROVIDING MORE COORDINATED CARE AND ASSISTANCE TO EMPLOYEES DEALING WITH A CANCER DIAGNOSIS THEMSELVES OR IN THEIR FAMILIES. PFIZER PROVIDES A WIDE ARRAY OF CANCER-RELATED BENEFITS AND PROGRAMS TO PFIZER EMPLOYEES, BUT LITTLE COORDINATION AMONG ITS MANY VENDORS. NEBGH CONDUCTED EXTENSIVE INTERVIEWS WITH EACH OF PFIZER'S VENDORS AND PARTICIPATED IN A SERIES OF VENDOR SUMMITS TO SORT OUT KEY DECISION POINTS ALONG THE CANCER CONTINUUM FROM A CLINICAL, PSYCHO-SOCIAL AND BENEFITS PERSPECTIVES, AND HOW VENDORS COULD BEST COORDINATE ALONG THE WAY WITH THE ASSISTANCE OF A NURSE "QUARTERBACK." A "PLAYBOOK" WAS DEVELOPED BY NEBGH FOR PFIZER'S USE. 79397 90000 WEIGHT CONTROL AND EMPLOYERSNOVO NORDISK - WEIGHT CONTROL PART 1 $40,000NOVO NORDISK - WEIGHT CONTROL PART 2 $50,000EMPLOYERS STRUGGLE WITH PROVIDING BENEFITS AND SERVICES TO EMPLOYEES TO HELP REACH AND MAINTAIN A HEALTHY WEIGHT. WITH COSTS RISING FOR OBESITY AND RELATED DISORDERS SUCH AS DIABETES AND CANCER, WEIGHT CONTROL IS OF INCREASING IMPORTANCE TO EMPLOYERS. NEBGH CONDUCTED EXTENSIVE RESEARCH WITH EXPERTS AND EMPLOYERS TO DEVELOP A FRAMEWORK FOR IMPLEMENTING PROGRAMS AND BENEFITS APPROPRIATE FOR DIFFERENT EMPLOYEE POPULATION SEGMENTS BASED ON BMI RISK-STRATIFICATION. NEBGH CONVENED AN EMPLOYER ROUNDTABLE TO DISCUSS SUCCESSFUL CASE STUDIES AROUND WEIGHT CONTROL BENEFIT PROGRAMS, AND HEAR FIRST HAND FROM EMPLOYERS ABOUT WHAT IS WORKING AND NOT WORKING WITHIN THEIR OWN EMPLOYEE POPULATIONS. NEBGH DEVELOPED A RESOURCE GUIDE WITH THESE FINDINGS FOR EMPLOYERS THAT WAS DISTRIBUTED ONLINE AND IN HARD COPY TO MEMBERS. A WEBINAR WAS ALSO HOSTED BY NEBGH TO INSTRUCT EMPLOYERS ON HOW BEST TO USE THE GUIDE. 31759 36000 AARP CAREGIVING PROJECT:NEBGH UNDERTOOK AN EXTENSIVE PROJECT ON FAMILY CAREGIVING, SPURRED BY CONCERNS RAISED BY MEMBERS IN THE CONTEXT OF OUR WORK ON CANCER AS WELL AS BY NEW DEVELOPMENTS AMONG EMPLOYERS WHEN IT COMES TO TIME OFF POLICIES, AND NEW CAREGIVING SUPPORT PROGRAMS AND DIGITAL TOOLS BEING MARKETED TO OUR MEMBERS. AN EMPLOYER ROUNDTABLE WAS CONVENED IN LATE 2016 TO DISCUSS EMPLOYERS' CONCERNS AND INTERESTS, WHICH SERVED AS THE FOUNDATION FOR SUBSEQUENT WORK IN 2017. 59107 67000 HEALTH PLAN PERFORMANCEEVALUE8:EVALUE8 IS A NATIONALLY RECOGNIZED SURVEY, SPONSORED BY THE NATIONAL ALLIANCE OF HEALTHCARE PURCHASER COALITIONS, FORMERLY, THE NATIONAL BUSINESS COALITION ON HEALTH TO ASSESS PERFORMANCE AND PRACTICES OF HEALTH PLANS ON A NATIONAL AND REGIONAL BASIS. PLANS AND PURCHASERS RECEIVE OBJECTIVE SCORES ENABLING COMPARISON OF PLANS AGAINST REGIONAL AND NATIONAL BENCHMARKS AND A ROADMAP FOR IMPROVEMENT. NEBGH PROVIDES ACCESS TO EVALUE8 RESULTS TO ITS MEMBERS. THE RESULTS ASSIST THEM IN ESTABLISHING PERFORMANCE GOALS AND QUALITY MEASURES AND TO DEVELOP TARGETED STRATEGIES FOR IMPROVING THE VALUE OF THEIR HEALTH CARE INVESTMENTS. 410217 465000 2022230 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 17 0 1 14 1 0 0 0 0 1 1 1 1 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 1 1 0 NY X X THE CORPORATION 2122527440 80 PINE STREET 29TH FL NEW YORK NY 10005 JEFFREY H BECKER ESQ SECRETARY 0.00 X X 0 0 0 MICHELLE MARTIN CHAIR 0.00 X X 0 0 0 MARCO DIAZ VICE CHAIR 0.00 X X 0 0 0 RICHARD ALLEN BOARD OF DIRECTORS 0.00 X 0 0 0 JOHN J CONNOLLY BOARD OF DIRECTORS 0.00 X 0 0 0 STEVEN A FIRST BOARD OF DIRECTORS 0.00 X 0 0 0 WILLIAM E GOLD PHD BOARD OF DIRECTORS 0.00 X 0 0 0 KATHLEEN HARRIS BOARD OF DIRECTORS 0.00 X 0 0 0 AMANDA PARSONS LAGANGA BOARD OF DIRECTORS 0.00 X 0 0 0 HECTOR J REYES BOARD OF DIRECTORS 0.00 X 0 0 0 SHELLEY J SINCLAIR TREASURER 0.00 X X 0 0 0 SHARI GOLDFARB BOARD OF DIRECTORS 0.00 X 0 0 0 MICHAEL RENDEL BOARD OF DIRECTORS 0.00 X 0 0 0 DANIELLE SHANES BOARD OF DIRECTORS 0.00 X 0 0 0 MICHAEL TURPIN BOARD OF DIRECTORS 0.00 X 0 0 0 NIYUM GANDHI BOARD OF DIRECTORS 0.00 X 0 0 0 CINDY GOFF BOARD OF DIRECTORS 0.00 X 0 0 0 CLAIRE LEVITT BOARD OF DIRECTORS 0.00 X 0 0 0 JARED LEWIS BOARD OF DIRECTORS 0.00 X 0 0 0 SWATI MATHAI BOARD OF DIRECTORS 0.00 X 0 0 0 JESSICA PAIK BOARD OF DIRECTORS 0.00 X 0 0 0 LATRICIA PARKER BOARD OF DIRECTORS 0.00 X 0 0 0 LAUREL PICKERING PRESIDENT & CEO 40.00 X 266814 0 16037 CANDICE SHERMAN CHIEF OPERATING OFFICER 40.00 X 246558 0 5492 JANAERA GASTON PROGRAM DIRECTOR 40.00 X 118847 0 196 KATHY SAKRAIDA QUALITY INITIATIVES DIRECT 40.00 X 128648 0 5492 AMY STANGLER PROJECT DIRECTOR 40.00 X 188620 0 0 949487 0 27217 5 0 1 0 JEREMY NOBEL MDMPH 77 STEARNS ROAD BROOKLINE MA 02466 CONSULTANT FOR THE GRANT PROJECTS 175375 1 217750 217750 MEMBERSHIP DUES AND AS 900099 876636 876636 CONFERENCE FEES 611710 504190 504190 STATE INNOVATION MODEL 541900 446462 446462 MERCK CANCER VALUE PRO 541900 90000 90000 EVALUE8 541900 67000 67000 308000 308000 2292288 4267 4267 15650 217750 17838 -2188 -2188 2512117 2292288 0 2079 949487 788074 161413 422009 350267 71742 83181 69040 14141 79801 66236 13565 96000 27000 69000 2250 2025 225 29007 26106 2901 19127 17214 1913 63392 57053 6339 30472 27425 3047 268493 241644 26849 697 697 11628 10465 1163 GRANT PROJECT 239486 239486 CONSULTANTS 31200 28080 3120 PRINTING 23350 21015 2335 BANK CHARGES 10751 9676 1075 53514 41424 12090 2413845 2022230 391615 0 100791 107216 1161145 1032681 110931 269717 29712 66792 13200 11283 1181 1917 28414 28414 1432174 1506737 369197 457898 609224 496719 12683 12778 991104 967395 X 441070 539342 441070 539342 1432174 1506737 98272 0 X X 0 1 X 1 0 X 402841 487229 805125 816404 876636 3388235 845977 1019122 894689 1231743 1415652 5407183 1248818 1506351 1699814 2048147 2292288 8795418 0 0 0 8795418 3904 3223 2262 3419 4268 17076 3904 3223 2262 3419 4268 17076 1222 585 54 1861 1253944 1510159 1702130 2051566 2296556 8814355 0.99790 0.99690 0.00190 0.00230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11595 9778 1817 1605 1505 100 1917 DUE TO RELATED PARTY 12778 12778 2529955 17838 17838 2512117 0 2512117 2431683 17838 17838 2413845 0 2413845 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 17,838. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 17,838. 2016 LEADERSHIP TRIBUTE 233400 217750 15650 0 17838 233400 217750 15650 17838 17838 -2188 X 0 0 0 0 0 0 0 0 0 LAUREL PICKERING PRESIDENT & CEO 232314 0 34500 0 0 0 0 0 16037 0 282851 0 0 0 CANDICE SHERMAN CHIEF OPERATING OFFICER 212058 0 34500 0 0 0 0 0 5492 0 252050 0 0 0 AMY STANGLER PROJECT DIRECTOR 183620 0 5000 0 0 0 0 0 0 0 188620 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS AND IS FILED UPON THEIR APPROVAL OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE, COMPRISED OF THE INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS, DETERMINES THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE NORTHEAST BUSINESS GROUP ON HEALTH, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND THROUGH THEIR WEBSITE. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT BEEN CHANGED FROM PRIOR YEARS. NYHPA INC 80 PINE STREET 29TH FLOOR NEW YORK NY 10005 134019932 TO PROVIDE AN AFFORDABLE WAY FOR SMALL BUSINESSES TO OFFER HEALTH BENEFITS. NY NORTHEAST BUSINESS GROUP ON HEALTH INC C 6189952 1963851 1.00000 1 STRATEGIC HEALTH OPTIONS INC C/O NYHPA INC - 80 PINE STREET 29TH NEW YORK NY 10005 412037230 SERVICES NY NYHPA INC C 192306 139570 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 NEW YORK HEALTH PURCHASING ALLIANCE INC P 157057 BOOKS AND RECORDS NEW YORK HEALTH PURCHASING ALLIANCE INC Q 41176 BOOKS AND RECORDS NEW YORK HEALTH PURCHASING ALLIANCE INC O 45804 BOOKS AND RECORDS NEW YORK HEALTH PURCHASING ALLIANCE INC L 8217 BOOKS AND RECORDS NEW YORK HEALTH PURCHASING ALLIANCE INC N 59197 BOOKS AND RECORDS