2014-11-17T20:01:40-06:00 2013-12-31 946214841 ARMANINO LLP 12657 ALCOSTA BOULEVARD SUITE 500 SAN RAMON CA 945834600 990 2013-01-01 943093623 PACIFIC BUSINESS GROUP ON HEALTH PACI 4152818660 575 MARKET STREET NO 600 SAN FRANCISCO CA 94105 CLARE SHINNERL COO 4152818660 2014-11-17 1 LYNN HENLEY P00356034 9257902600 2013 2015-11-30 17:44:51Z X DAVID LANSKY 575 MARKET STREET NO 600 SAN FRANCISCO CA 94105 16059438 0 X WWW.PBGH.ORG X 1990 CA TO IMPROVE THE QUALITY AND AVAILABILITY OF HEALTH CARE WHILE MODERATING COST. 41 40 65 40 0 0 7641550 11865741 2329983 3240825 207159 261045 472369 76 10651061 15367687 190000 215000 0 0 5361658 6880535 0 0 44372 5977580 8111178 11529238 15206713 -878177 160974 11888617 11384306 6269922 5464214 5618695 5920092 X 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. 0 0 7104954 215000 3240825 REDESIGNING CARE DELIVERYPBGH 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 2013:- 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 AMERICAN 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.- INTENSIVE OUTPATIENT CARE PROGRAM (IOCP), PROVIDES TEAM BASED CARE WITH AN EMPHASIS ON ESTABLISHING A RELATIONSHIP WITH PATIENTS TO COORDINATE THEIR OUTPATIENT CARE OVER THE LONG TERM, INCLUDING ACTING AS A LIAISON TO PRIMARY, SPECIALTY, ANCILLARY AND MENTAL HEALTH SERVICES, AS WELL AS PROVIDING PATIENTS WITH TOOLS FOR EFFECTIVE SELF-MANAGEMENT. 2976862 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.IN 2013:- PROVIDED OVER 100,000 INDIVIDUALS WITH DECISION-SUPPORT TOOLS TO CHOOSE RIGHT HEALTH PLAN TO BEST MEET THEIR NEEDS.- COLLECTED PEFORMANCE INFORMATION ON OVER 15,000 PHYSICIANS IN CALIFORNIA, THE LARGEST DATA COLLECTION EFFORTS 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 ON BOTH QUALITY RATINGS AND PATIENT-GENERATED REVIEWS. 1964882 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.IN 2013:- PBGH LEADS THE CONSUMER PURCHASER ALLIANCE, A GROUP OF LEADING EMPLOYER, CONSUMER, AND LABOR ORGANIZATIONS WORKING TO ENSURE THAT ALL AMERICANS HAVE ACCESS TO PUBLICLY REPORTED HEALTH CARE PERFORMANCE INFORMATION. 1455838 PAYMENT REFORM:REFORMED PAYMENT MODELS EMPHASIZE A PROVIDER'S ROLE IN PROMOTING CARE COORDINATION, PATIENT CENTEREDNESS AND SHARED DECISION MAKING, ALL OF WHICH LEAD TO IMPROVED HEALTH OUTCOMES. WITH PAYMENT REFORM, COSTS FOR SERVICES CAN BE SIMPLIFIED, PREDICTABLE AND TRANSPARENT. 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. WE ARE ALSO WORKING TO IMPLEMENT INNOVATIVE PRIMARY CARE CONTRACTING AND QUALITY-FOCUSED CONTRACTS WITH ACCOUNTABLE CARE ORGANIZATIONS. 1455838 13502536 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 92 0 1 65 1 0 0 0 0 0 0 0 0 0 0 X 41 40 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 575 MARKET STREET NO 600 SAN FRANCISCO CA 94105 BARBARA WACHSMAN EXECUTIVE CHAIR 1.00 X X 0 0 0 SALLY WELBORN VICE-CHAIR 1.00 X X 0 0 0 BRIAN DEVORE TREASURER 1.00 X X 0 0 0 GERRI BURRUEL SECRETARY 1.00 X X 0 0 0 CLAUDIA POLIDORI DIRECTOR 1.00 X 0 0 0 THERESA HELLE DIRECTOR 1.00 X 0 0 0 JEANNE CAIN DIRECTOR 1.00 X 0 0 0 SUSAN GRISSO DIRECTOR 1.00 X 0 0 0 GREGORY MARCHAND DIRECTOR 1.00 X 0 0 0 ANN BOYNTON DIRECTOR 1.00 X 0 0 0 NIRMAL PATEL DIRECTOR 1.00 X 0 0 0 MARNEY MALIK DIRECTOR 1.00 X 0 0 0 HEATHER PETERS DIRECTOR 1.00 X 0 0 0 ANNA FALLIERAS DIRECTOR 1.00 X 0 0 0 JULEE WELLER DIRECTOR 1.00 X 0 0 0 MARIA HENDERSON DIRECTOR 1.00 X 0 0 0 LISA MONTALVO DIRECTOR 1.00 X 0 0 0 SCOTT HAUGE DIRECTOR 1.00 X 0 0 0 BONNIE TOUSSAINT DIRECTOR 1.00 X 0 0 0 JEFFREY RIDEOUT DIRECTOR 1.00 X 0 0 0 MICHAEL BAPTISTA DIRECTOR 1.00 X 0 0 0 LES SCHLAEGEL DIRECTOR 1.00 X 0 0 0 NATE RANDALL DIRECTOR 1.00 X 0 0 0 MARK ESTEBAN DIRECTOR 1.00 X 0 0 0 LISA YEE DIRECTOR 1.00 X 0 0 0 DAVID LANSKY PHD PRESIDENT & CEO 40.00 X X 430943 0 32574 JENNIFER LOUCKS DIRECTOR 1.00 X 0 0 0 KIRSTIN UTLER DIRECTOR 1.00 X 0 0 0 DOUG MCKEEVER DIRECTOR 1.00 X 0 0 0 KRISTY LUCKSINGER DIRECTOR 1.00 X 0 0 0 KAREN WIENS DIRECTOR 1.00 X 0 0 0 CATHERINE DODD DIRECTOR 1.00 X 0 0 0 LISA GHOTBI DIRECTOR 1.00 X 0 0 0 DAVID PRYOR DIRECTOR 1.00 X 0 0 0 PETER LEE DIRECTOR 1.00 X 0 0 0 SUSAN PON-GEE DIRECTOR 1.00 X 0 0 0 MARGARET SHAW DIRECTOR 1.00 X 0 0 0 TERESA WOLOWNIK DIRECTOR 1.00 X 0 0 0 AMBER PILGRIM DIRECTOR 1.00 X 0 0 0 DEBORAH JACOBS DIRECTOR 1.00 X 0 0 0 KATIE PITTS DIRECTOR 1.00 X 0 0 0 CLARE SHINNERL START 052013 CHIEF OPERATING OFFICER 40.00 X 131835 0 11211 TED VON GLAHN SENIOR DIRECTOR OF CONSUME 40.00 X 351456 0 35794 DIANE STEWART SENIOR DIRECTOR OF PERFORM 40.00 X 238748 0 30978 WILLIAM KRAMER EXECUTIVE DIRECTOR FOR NATIONAL HEALTH POLICY 40.00 X 256538 0 27680 SUZANNE DELBANCO DIR. OF CATALYST FOR P 40.00 X 263134 0 45224 EMMA HOO DIR.OF VALUE PURCHASI 40.00 X 224686 0 29531 KATHERINE CHENOK DIRECTOR OF CJRR 40.00 X 200276 0 39344 ANDREA DILWEG DIRECTOR OF CPR 40.00 X 184630 0 25554 RANDY LEE DIRECTOR OF IOCP 40.00 X 177725 0 24695 2459971 0 302585 24 0 1 0 CENTER FOR THE STUDY OF SERVICES 1625 K STREET NW 8TH FLOOR WASHINGTON DC 20006 DATA ANALYSIS 1153685 MILLIMAN INC 1301 FIFTH AVENUE SUITE 3800 SEATTLE WA 98101 DATA WAREHOUSE INFRASTRUCTURE 671052 RENAISSANCE HEALTH 1 BROADWAY 14TH FLOOR CAMBRIDGE MA 02142 CLINICAL TRAINING DESIGN AND IMPLEMENTAT 552165 NAT'L PRTNRSHIP FOR WOMEN & FAMILIES 1875 CT AVE NW STE 650 WASHINGTON DC 20009 PROGRAM COLLABORATION 418794 STANFORD UNIVERSITY PO BOX 44253 SAN FRANCISCO CA 94144 PROGRAM CARE MODEL SUBJECT MATTER EXPERT 227712 15 533886 4966433 6365422 11865741 MANAGEMENT FEES 541610 3166054 3166054 MISCELLANEOUS FEES 900099 55742 55742 SPEECH STIPENDS 541610 19029 19029 3240825 192930 192930 759866 691751 68115 68115 68115 OTHER INCOME 900099 76 76 76 15367687 3240825 0 261121 X 215000 215000 584063 64108 516723 3232 5175357 4994572 149127 31658 319749 277542 40288 1919 448967 389703 56570 2694 352399 305883 44402 2114 80645 23548 57096 1 236111 56871 179240 58110 40 58070 5812771 5642320 170033 418 31393 31393 240537 199637 40406 494 572338 448164 122540 1634 250737 225780 24951 6 535465 505479 29805 181 402 325 77 148904 148904 DUES AND SUBSCRIPTIONS 53645 44451 9179 15 BAD DEBT RECOVERY 38060 38060 TAXES & LICENSING 35713 31548 4159 6 MISCELLANEOUS 16347 8112 8235 15206713 13502536 1659805 44372 156134 921200 2447314 1100548 1718033 1646086 547576 908021 136751 207164 746572 610439 259167 136133 6588998 6381115 34644 84039 11888617 11384306 2201073 1781077 4068849 1216610 2466527 6269922 5464214 X 5618695 5920092 5618695 5920092 11888617 11384306 160974 140423 0 X X 0 1 X 1 0 X 5032929 4752180 6835510 7641550 11865741 36127910 3640441 3906789 2938926 2329983 3240825 16056964 57279 195985 16462 472369 76 742171 8730649 8854954 9790898 10443902 15106642 52927045 1018406 1519276 2156712 1107241 1266958 7068593 524866 871789 2623538 2004287 2885738 8910218 1543272 2391065 4780250 3111528 4152696 15978811 36948234 159699 133982 145880 214356 192930 846847 159699 133982 145880 214356 192930 846847 8890348 8988936 9936778 10658258 15299572 53773892 0.68710 0.75820 0.01570 0.01810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 8000 0 0 8000 0 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 119200 1803 466662 367277 99385 158907 123962 34945 136133 X 15508110 140423 140423 15367687 0 15367687 15206713 0 15206713 0 15206713 PART X, LINE 2: PBGH HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2013 AND 2012, 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 2009. FOR U.S. FEDERAL RETURNS, PBGH IS GENERALLY NO LONGER SUBJECT TO TAX EXAMINATION FOR YEARS PRIOR TO 2010. 1 STANFORD UNIVERSITY SCHOOL OF MEDICINE 251 CAMPUS DRIVE MSOB X328 STANFORD CA 94305 941156365 501(C)(3) 105000 SUPPORT THE POLICY WORK OF PROFESSOR MILSTEIN & STANFORD CLINICAL EXCELLENCE RESEARCH CENTER PIH HEALTH PHYSICIAN 6557 GREENLEAF AVENUE WHITTIER CA 90601 953942828 501(C)(3) 10000 AWARD FOR PARTICIPATION IN ORTHOPEDIC JOINT REPLACEMENT REGISTRY PILOT PROGRAM CALIFORNIA HEALTHCARE PERFORMANCE INFORMATION SYSTEMS 221 MAIN STREET SAN FRANCISCO CA 94103 460841392 501(C)(4) 100000 QIF CONTRIBUTION 2 1 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 PRESIDENT & CEO 385943 0 22500 0 22500 0 25500 0 7074 0 463517 0 0 0 TED VON GLAHN SENIOR DIRECTOR OF CONSUME 351456 0 0 0 0 0 25500 0 10294 0 387250 0 0 0 DIANE STEWART SENIOR DIRECTOR OF PERFORM 238748 0 0 0 0 0 23906 0 7072 0 269726 0 0 0 WILLIAM KRAMER EXECUTIVE DIRECTOR FOR NATIONAL HEAL 256538 0 0 0 0 0 25500 0 2180 0 284218 0 0 0 SUZANNE DELBANCO DIR. OF CATALYST FOR P 263134 0 0 0 0 0 25500 0 19724 0 308358 0 0 0 EMMA HOO DIR.OF VALUE PURCHASI 224686 0 0 0 0 0 22536 0 6995 0 254217 0 0 0 KATHERINE CHENOK DIRECTOR OF CJRR 200276 0 0 0 0 0 20542 0 18802 0 239620 0 0 0 ANDREA DILWEG DIRECTOR OF CPR 184630 0 0 0 0 0 16527 0 9027 0 210184 0 0 0 RANDY LEE DIRECTOR OF IOCP 177725 0 0 0 0 0 17804 0 6891 0 202420 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. 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. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 5,642,320. MANAGEMENT AND GENERAL EXPENSES 170,033. FUNDRAISING EXPENSES 418. TOTAL EXPENSES 5,812,771. 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 THE PRIOR YEAR. PACIFIC BUSINESS GROUP ON HEALTH NEGOTIATING ALLIANCE 575 MARKET STREET STE 600 SAN FRANCISCO CA 94105 943219430 HEALTHCARE IMPROVEMENT - NEGOTIATE LOWER HEALTHCARE COSTS CA N/A C 509303 263183 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 PACIFIC BUSINESS GROUP ON HEALTH NEGOTIATING ALLIANCE N 76759 FMV PACIFIC BUSINESS GROUP ON HEALTH NEGOTIATING ALLIANCE O 178196 FMV