PURCHASER BUSINESS GROUP ON HEALTH: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PURCHASER BUSINESS GROUP ON HEALTH (EIN 94-3093623)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-04
- IRS object ID
- 201603099349301295
- Schema version
- 2015v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-04T18:25:58-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Armanino LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12657 Alcosta Blvd Ste 500 | AddressLine1Txt |
| City | San Ramon | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945834600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943093623 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pacific Business Group on Health | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PACI | BusinessNameControlTxt |
| Phone | 4152818660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Market Street No 600 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Lansky | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Phone | 4152818660 | PhoneNum |
| Signature | 2016-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John Panetta | PreparerPersonNm |
| PTIN | P00365375 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | David Lansky | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Market Street No 600 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,930,671 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.pbgh.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | To improve the quality and availability of health care while moderating cost. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 50 | TotalEmployeeCnt |
| Total Volunteers | 28 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,422,083 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,981,081 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,590,556 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,645,424 | CYProgramServiceRevenueAmt |
| PY Investment Income | $241,632 | PYInvestmentIncomeAmt |
| CY Investment Income | $165,138 | CYInvestmentIncomeAmt |
| PY Other Revenue | $58,450 | PYOtherRevenueAmt |
| CY Other Revenue | $52,575 | CYOtherRevenueAmt |
| PY Total Revenue | $16,312,721 | PYTotalRevenueAmt |
| CY Total Revenue | $12,844,218 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $740,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $386,895 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,249,841 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,097,954 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,735,390 | PYOtherExpensesAmt |
| CY Other Expenses | $6,610,727 | CYOtherExpensesAmt |
| PY Total Expenses | $16,725,231 | PYTotalExpensesAmt |
| CY Total Expenses | $13,095,576 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$412,510 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$251,358 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,833,341 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,952,481 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,391,556 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,898,072 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,441,785 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,054,409 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PBGH is an influential change agent demanding increased value in the health care system. Through collaborative purchaser action and support for systemic change initiatives, we drive improvement in affordability, quality and service.Founded in 1989, PBGH is one of the nation's leading non-profit business coalitions focused on health care. We help leverage the power of our 60 large purchaser members who spend 40 billion dollars annually to provide health care coverage to more than 10 million Americans. PBGH works on many fronts to improve the quality and affordability of health are, often in close partnership with health insurance plans, physician groups, consumer organizations, and others concerned about our health care system. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,763,575 | ExpenseAmt |
| Grant | $386,895 | GrantAmt |
| Revenue | $1,697,999 | RevenueAmt |
| Desc | Redesigning Care DeliveryPBGH works side-by-side with physicians and other practitioners to foster innovative ideas and redesign care provided by the delivery system. PBGH's programs include ones that provide continuity of care for the most costly patients (those with multiple, serious chronic illnesses), as well as ones that train physicians to prevent patients from receiving duplicate services and reduce unnecessary visits (and revisits) to emergency departments and hospitals. These programs aim to engage patients in their own care, an approach that speeds a patient's recovery and return to work. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,646,210 | ExpenseAmt |
| Desc | Influence PolicyPBGH represents its Member organizations with a strong, unified voice in Washington by testifying in Congress, communicating with White House and agency staff, serving on key advisory bodies, and publishing widely through Issue Briefs, blog postings and op-eds. PBGH advocacy focuses on the "value agenda" of health reform, including payment reform and alignment, use of measures to support value-payment systems, data transparency and the fostering of competitive markets. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,453,544 | ExpenseAmt |
| Desc | Consumer EngagementPBGH works to both inform and empower health care consumers by providing them with the information they need to choose the right care and treatment options. PBGH also partners with health care providers and plans to ensure care is patient-centered. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,863,329 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 85 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 50 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Israel Ghebretinsae Director of Finance & Admin | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4156156354 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Market Street No 600 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Barbara Wachsman | ||||||||
| Executive Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Sally Welborn | ||||||||
| Vice-Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Leslie Schlaegel | ||||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Gerri Burruel | ||||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Claudia Polidori | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Theresa Helle | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jeanne Cain | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ann Boynton | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Julee Weller | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Maria Henderson | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Scott Hauge | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Bonnie Toussaint | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael Baptista | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Nate Randall | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Lisa Yee | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Kirstin Utler | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Karen Wiens | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Catherine Dodd | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| David Pryor | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Peter Lee | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Susan Pon-Gee | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Teresa Wolownik | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Amber Pilgrim | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| aldy Duffield | ||||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Linne Hillock | ||||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Laurie Dornan | ||||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Kristen Brown | ||||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| David Courchaine | ||||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| david lansky PhD | ||||||||
| President & CEO | 40.00 | Yes (X) | Yes (X) | $435,164 | $0 | $34,153 | ||
| William Kramer | ||||||||
| Executive Director | 40.00 | $281,016 | $0 | $28,747 | Yes (X) | |||
| Emma Hoo | ||||||||
| Dir. of Value Purchasing | 40.00 | $223,739 | $0 | $27,944 | Yes (X) | |||
| Maria Mangiante | ||||||||
| Director of IOCP | 40.00 | $264,703 | $0 | $33,680 | Yes (X) | |||
| Diane Stewart | ||||||||
| Senior Director | 40.00 | $239,589 | $0 | $32,119 | Yes (X) | |||
| Lauren Vela | ||||||||
| Senior Director | 40.00 | $216,517 | $0 | $41,980 | Yes (X) | |||
| Israel Ghebretinsae | ||||||||
| Dir. of Finance & Admin. | 40.00 | $187,704 | $0 | $38,921 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,848,432 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $237,544 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 23 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Renaissance Health | |||||
| 1 Broadway 14th Floor | Cambridge | MA | 02142 | Clinical training, design and implementa | $337,640 |
| Milliman Inc | |||||
| 1301 Fifth Avenue Suite 3800 | Seattle | WA | 98101 | Data Warehouse Infrastructure | $299,502 |
| PriceWaterhouseCoopers LLP | |||||
| PO Box 514038 | Los Angeles | CA | 90051 | Project Management | $229,475 |
| R-Conrad Consulting LLC | |||||
| 345 The Hills Drive 3 | The Hills | TX | 78738 | Performance Improvement Assessment | $227,750 |
| Sharp Rees Stealy | |||||
| SRS Finance 8695 Spectrum Center Dr | San diego | CA | 92123 | Clinical training, design and implementa | $185,480 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,401,865 | MembershipDuesAmt |
| Government Grants | $5,204,504 | GovernmentGrantsAmt |
| All Other Contributions | $4,374,712 | AllOtherContributionsAmt |
| Total Contributions | $10,981,081 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Management Fees | 541610 | $1,593,069 | $1,593,069 |
| Registration fees | 541610 | $35,605 | $35,605 |
| Speech Stipends | 541610 | $11,450 | $11,450 |
| Miscellaneous Fees | 900099 | $5,300 | $5,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,645,424 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $182,042 | TotalRevenueColumnAmt |
| Exclusion | $182,042 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,069,549 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,086,453 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$16,904 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$16,904 | TotalRevenueColumnAmt |
| Exclusion | -$16,904 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $52,575 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $52,575 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $52,575 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,844,218 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,697,999 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $165,138 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,895 | TotalAmt |
| Program Services | $386,895 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $779,080 | TotalAmt |
| Program Services | $681,878 | ProgramServicesAmt |
| Management And General | $97,202 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,362,651 | TotalAmt |
| Program Services | $3,818,346 | ProgramServicesAmt |
| Management And General | $544,305 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,461 | TotalAmt |
| Program Services | $311,987 | ProgramServicesAmt |
| Management And General | $44,474 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,844 | TotalAmt |
| Program Services | $276,437 | ProgramServicesAmt |
| Management And General | $39,407 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,918 | TotalAmt |
| Program Services | $248,495 | ProgramServicesAmt |
| Management And General | $35,423 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,601 | TotalAmt |
| Management And General | $45,601 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,968 | TotalAmt |
| Program Services | $121,663 | ProgramServicesAmt |
| Management And General | $9,305 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,434 | TotalAmt |
| Management And General | $49,434 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,353,231 | TotalAmt |
| Program Services | $4,175,008 | ProgramServicesAmt |
| Management And General | $178,223 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,668 | TotalAmt |
| Program Services | $5,372 | ProgramServicesAmt |
| Management And General | $7,296 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,428 | TotalAmt |
| Program Services | $250,362 | ProgramServicesAmt |
| Management And General | $5,066 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,295 | TotalAmt |
| Program Services | $172,914 | ProgramServicesAmt |
| Management And General | $7,381 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $775,271 | TotalAmt |
| Program Services | $727,449 | ProgramServicesAmt |
| Management And General | $47,822 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,879 | TotalAmt |
| Program Services | $153,315 | ProgramServicesAmt |
| Management And General | $35,564 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,598 | TotalAmt |
| Program Services | $278,022 | ProgramServicesAmt |
| Management And General | $22,576 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,875 | TotalAmt |
| Program Services | $1,857 | ProgramServicesAmt |
| Management And General | $4,018 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,511 | TotalAmt |
| Program Services | $182,992 | ProgramServicesAmt |
| Management And General | $41,519 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Dues and Subscriptions | $62,878 | $56,314 | $6,564 |
| Miscellaneous | $20,785 | $10,437 | $10,348 |
| Taxes & Licensing | $4,305 | $3,586 | $719 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,095,576 | TotalAmt |
| Program Services | $11,863,329 | ProgramServicesAmt |
| Management And General | $1,232,247 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $462,485 | BOYAmt |
| EOY | $1,030,747 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,181 | BOYAmt |
| EOY | $123,022 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,463,190 | BOYAmt |
| EOY | $1,146,289 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,785 | BOYAmt |
| EOY | $452,404 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,429 | BOYAmt |
| EOY | $17,114 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,361,388 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $758,396 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $815,753 | BOYAmt |
| EOY | $602,992 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,485,546 | BOYAmt |
| EOY | $4,528,941 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,972 | BOYAmt |
| EOY | $50,972 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,833,341 | BOYAmt |
| EOY | $7,952,481 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,988,850 | BOYAmt |
| EOY | $1,752,971 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,186,219 | BOYAmt |
| EOY | $964,068 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,487 | BOYAmt |
| EOY | $133,965 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $47,068 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,391,556 | BOYAmt |
| EOY | $2,898,072 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,441,785 | BOYAmt |
| EOY | $5,054,409 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,441,785 | BOYAmt |
| EOY | $5,054,409 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,833,341 | BOYAmt |
| EOY | $7,952,481 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$251,358 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$136,018 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,835,510 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,641,550 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,865,741 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,422,083 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,981,081 | CurrentTaxYearAmt |
| Total | $51,745,965 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,938,926 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,329,983 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,240,825 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,590,556 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,645,424 | CurrentTaxYearAmt |
| Total | $11,745,714 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,462 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $472,369 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $76 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,450 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,575 | CurrentTaxYearAmt |
| Total | $599,932 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,790,898 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,443,902 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,106,642 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,071,089 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,679,080 | CurrentTaxYearAmt |
| Total | $64,091,611 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,156,712 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,107,241 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,266,958 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,654,114 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,217,774 | CurrentTaxYearAmt |
| Total | $7,402,799 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,623,538 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,004,287 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,885,738 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,026,019 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,091,232 | CurrentTaxYearAmt |
| Total | $13,630,814 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,780,250 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,111,528 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,152,696 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,680,133 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,309,006 | CurrentTaxYearAmt |
| Total | $21,033,613 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $43,057,998 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $145,880 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $214,356 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $192,930 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $231,790 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $182,042 | CurrentTaxYearAmt |
| Total | $966,998 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $145,880 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $214,356 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $192,930 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $231,790 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $182,042 | CurrentTaxYearAmt |
| Total | $966,998 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,936,778 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,658,258 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,299,572 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,302,879 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,861,122 | CurrentTaxYearAmt |
| Total | $65,058,609 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.66180 | PublicSupportCY509Pct |
| Public Support PY509 | 0.70530 | PublicSupportPY509Pct |
| Investment Income CY | 0.01490 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01500 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,247,266 | OtherCostOrOtherBasisAmt |
| Depreciation | $644,274 | DepreciationAmt |
| Book Value | $602,992 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $114,122 | OtherCostOrOtherBasisAmt |
| Depreciation | $114,122 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $602,992 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due to Affiliates | Desc |
| Amt | $47,068 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $47,068 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,708,200 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$136,018 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$136,018 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,844,218 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,844,218 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,095,576 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,095,576 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,095,576 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | Pacific Business Group on Health has been granted tax-exempt status under Section 501(c)(3) of the Internal Revenue code and under Section 2370I(d) of the California Franchise Tax Board. The Negotiating Alliance is a California nonprofit mutual benefit corporation that is subject to federal income and state franchise taxes, however, Negotiating Alliance activities are not significant to the consolidated financial statements. Accordingly, since the primary operations of PBGH are in management's judgement exempt from federal income and state franchise taxes, no provision for income taxes has been reflected in these consolidated financial statements for the year-ended December 31, 2015 and 2014. PBGH has evaluated its current tax positions and has concluded that as of December 31, 2015 and 2014, PBGH does not have any uncertain tax positions for which a reserve would be necessary. PBGH files U.S. federal, and U.S. state returns as applicable. For U.S. state returns, PBGH is generally no longer subject to tax examinations for years prior to 2011. For U.S. federal returns, PBGH is generally no longer subject to tax examination for years prior to 2012. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Massachusetts Health Quality Partners inc | |||||||
| 42 Pleasant Street Suite 3 | Watertown | MA | 02472 | 043542817 | 501(c)(3) | $199,630 | CHT R& D Innovation pilot |
| The Health Collaborative | |||||||
| 2649 Erie Avenue 2nd Floor | Cincinnati | OH | 45208 | 311449807 | 501(c)(3) | $117,000 | CHT R& D Innovation pilot |
| Utah Health Information Network Inc | |||||||
| 6056 Fashion Square Drive Ste 210 | Murray | UT | 84107 | 870520249 | 501(c)(3) | $70,265 | CHT R& D Innovation pilot |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | We ask the grant recipients provide us with quarterly reports indicating their use of the funds. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| david lansky PhD | ||||||||||||||
| President & CEO | $349,752 | $0 | $85,412 | $0 | $0 | $0 | $26,000 | $0 | $8,153 | $0 | $469,317 | $0 | $0 | $0 |
| William Kramer | ||||||||||||||
| Executive Director | $249,799 | $0 | $31,217 | $0 | $0 | $0 | $26,000 | $0 | $2,747 | $0 | $309,763 | $0 | $0 | $0 |
| Emma Hoo | ||||||||||||||
| Dir. of Value Purchasing | $191,336 | $0 | $32,403 | $0 | $0 | $0 | $22,459 | $0 | $5,485 | $0 | $251,683 | $0 | $0 | $0 |
| Maria Mangiante | ||||||||||||||
| Director of IOCP | $264,703 | $0 | $0 | $0 | $0 | $0 | $26,000 | $0 | $7,680 | $0 | $298,383 | $0 | $0 | $0 |
| Diane Stewart | ||||||||||||||
| Senior Director | $226,942 | $0 | $12,647 | $0 | $0 | $0 | $23,959 | $0 | $8,160 | $0 | $271,708 | $0 | $0 | $0 |
| Lauren Vela | ||||||||||||||
| Senior Director | $216,517 | $0 | $0 | $0 | $0 | $0 | $21,959 | $0 | $20,021 | $0 | $258,497 | $0 | $0 | $0 |
| Israel Ghebretinsae | ||||||||||||||
| Dir. of Finance & Admin. | $164,694 | $0 | $23,010 | $0 | $0 | $0 | $19,163 | $0 | $19,758 | $0 | $226,625 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 I, Line 5 | During 2015, Bonues were paid contingent upon meeting both revenue and net earnings targets. The bonus plan is set up for all employees and it is depended on three major factors: a.) Competency Score b.) Personal Level Job Goals c.) Organization Level Goals; these include: i. 11 other goals ii. Net Earnings Goal iii. Revenue Goal |
| Part I, Line 6 | During 2015, Bonues were paid contingent upon meeting both revenue and net earnings targets. The bonus plan is set up for all employees and it is depended on three major factors: a.) Competency Score b.) Personal Level Job Goals c.) Organization Level Goals; these include: i. 11 other goals ii. Net Earnings Goal iii. Revenue Goal |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | Initially reviewed by the CEO, COO & Controller. 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 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 B, line 15 | Compensation, compensation increases, and incentive payments for the Chief Executive Officer and President are based upon a performance review conducted by the Chairman of the Board. Compensation for officers and key employees is based upon industry-specific benchmark studies conducted by Human Resources periodically. The benchmark studies are then provided to the Compensation Committee to assess CEO compensation. The CEO also receives copies of the benchmark studies to assess compensation for key employees. |
| 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 4,162,546. Management and general expenses 177,691. Fundraising expenses 0. Total expenses 4,340,237. Recruitment Expense: Program service expenses 12,462. Management and general expenses 532. Fundraising expenses 0. Total expenses 12,994. |
| 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 since the prior year. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pacific Business Group on Health Negotiating Alliance | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Market Street Ste 600 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943219430 | EIN |
| Primary Activities | Healthcare improvement - negotiate lower healthcare costs | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pacific Business Group on Health | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $496,702 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $154,911 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Pacific Business Group on Health Negotiating Alliance | ||
| L | $220,200 | AR YE balance |
| Pacific Business Group on Health Negotiating Alliance | ||
| O | $85,625 | FMV |