Form 990 for tax year 2025
Filed by PURCHASER BUSINESS GROUP ON HEALTH.
Totals
- Total revenue
- $9,776,826
- Total expenses
- $9,965,696
- Contributions and grants received
- $3,844,596
- Grants paid
- $0
- Program service revenue
- $5,534,119
- Investment income
- $241,608
- Other revenue
- $156,503
- Total assets, end of year
- $9,499,172
- Total liabilities, end of year
- $2,605,881
- Net assets or fund balances, end of year
- $6,893,291
- Program services expenses (Part IX)
- $8,289,936
- Management and general expenses
- $1,618,320
- Fundraising expenses
- $57,440
- Program service expenses (Part III)
- $8,289,936
Program services were 83.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$3,844,596
-
2a · Program service revenue: CONTRACT REVENUE
total $2,143,616 · related or exempt $2,143,616
-
2b · Program service revenue: SPONSORSHIP REVENUE
total $1,911,499 · related or exempt $1,911,499
-
2c · Program service revenue: MEMBERSHIP DUES
total $1,466,104 · related or exempt $1,466,104
-
2d · Program service revenue: STIPEND/HONORARIUM
total $9,375 · related or exempt $9,375
-
2e · Program service revenue: REGISTRATION FEES
total $3,525 · related or exempt $3,525
-
3 · Investment income
total $241,608 · excluded $241,608
-
6a · Gross rents
real property $153,403
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $153,403
-
6d · Net rental income or loss
total $153,403 · excluded $153,403
-
11a · Other revenue: OTHER INCOME
total $3,100 · related or exempt $3,100
-
11e · Other revenue, total
$3,100
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $2,676,744 · program services $2,140,819 · management and general $511,498 · fundraising $24,427
-
7 · Other salaries and wages
total $2,676,645 · program services $2,187,126 · management and general $470,813 · fundraising $18,706
-
8 · Pension plan contributions
total $264,078 · program services $221,493 · management and general $42,457 · fundraising $128
-
9 · Other employee benefits
total $351,019 · program services $273,054 · management and general $77,315 · fundraising $650
-
10 · Payroll taxes
total $325,157 · program services $272,791 · management and general $51,579 · fundraising $787
-
11b · Fees: legal
total $42,548 · program services $31,140 · management and general $8,520 · fundraising $2,888
-
11c · Fees: accounting
total $72,500 · management and general $72,500
-
11d · Fees: lobbying
total $60,000 · program services $60,000
-
11g · Fees: other
total $2,449,989 · program services $2,305,972 · management and general $134,520 · fundraising $9,497
-
12 · Advertising and promotion
total $32,400 · program services $32,400
-
13 · Office expenses
total $142,598 · program services $110,032 · management and general $32,494 · fundraising $72
-
16 · Occupancy
total $205,832 · program services $54,556 · management and general $151,109 · fundraising $167
-
17 · Travel
total $136,291 · program services $134,295 · management and general $1,907 · fundraising $89
-
19 · Conferences, conventions and meetings
total $464,954 · program services $420,738 · management and general $44,188 · fundraising $28
-
24a · Other expenses: DUES AND SUBSCRIPTIONS
total $54,706 · program services $45,147 · management and general $9,558 · fundraising $1
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24b · Other expenses: MISCELLANEOUS EXPENSE
total $9,543 · program services $278 · management and general $9,265
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24c · Other expenses: TAXES AND LICENSES
total $692 · program services $95 · management and general $597
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $259,956 · end of year $298,901
-
2 · Savings and temporary cash investments
beginning of year $5,538,865 · end of year $6,536,984
-
3 · Pledges and grants receivable
beginning of year $4,165,393 · end of year $1,765,538
-
4 · Accounts receivable
beginning of year $712,733 · end of year $695,635
-
9 · Prepaid expenses and deferred charges
beginning of year $89,209 · end of year $99,776
-
11 · Investments: publicly traded securities
beginning of year $56 · end of year $56
-
15 · Other assets
beginning of year $236,150 · end of year $102,282
-
17 · Accounts payable and accrued expenses
beginning of year $1,641,661 · end of year $1,329,166
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19 · Deferred revenue
beginning of year $1,601,442 · end of year $1,007,551
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25 · Other liabilities
beginning of year $668,640 · end of year $269,164
-
27 · Net assets without donor restrictions
beginning of year $623,786 · end of year $2,057,147
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28 · Net assets with donor restrictions
beginning of year $6,466,833 · end of year $4,836,144
Mission and programs · 2025
Mission
TO BE A CHANGE AGENT CREATING INCREASED VALUE IN THE HEALTHCARE SYSTEM THROUGH PURCHASER COLLABORATION, INNOVATION, AND ACTION, AND THROUGH SPREAD OF BEST PRACTICES.
Activities or mission (Part I)
TO IMPROVE THE QUALITY AND AVAILABILITY OF HEALTH CARE WHILE MODERATING COST.
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TRANSFORM CARE: THROUGH ITS CALIFORNIA QUALITY COLLABORATIVE (CQC), TO ACHIEVE HIGHER QUALITY, GREATER EFFICIENCY, AND IMPROVED EQUITY FOR ALL PATIENTS. CQC ACCOMPLISHES THIS BY FOSTERING COLLABORATION AMONG DIVERSE STAKEHOLDERS AND LEADING STATEWIDE, MULTI-STAKEHOLDER IMPROVEMENT INITIATIVES THAT YIELD MEASURABLE GAINS IN HEALTH OUTCOMES. THESE INITIATIVES DEVELOP AND SPREAD BEST PRACTICES, PROVIDE CRUCIAL COACHING AND TECHNICAL SUPPORT TO THOSE IMPLEMENTING CHANGE, AND UNITE STAKEHOLDERS AND ALIGN THEIR EFFORTS FOR MAXIMUM COLLECTIVE IMPACT. CURRENT PRIORITIES INCLUDE SCALING ADVANCED PRIMARY CARE THROUGH MULTI-PAYER COLLABORATION FOR ALIGNED PAYMENT AND IMPLEMENTATION STRATEGIES, AS WELL AS TECHNICAL SUPPORT TO ACCELERATE ADOPTION OF VALUE-BASED PAYMENT MODELS, POPULATION HEALTH MANAGEMENT, INTEGRATED BEHAVIORAL HEALTH SERVICES, AND HEALTH DISPARITIES REDUCTION AMONG PROVIDERS AND PAYERS.
Expenses $3,862,699 · Revenue $1,808,541
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ACCELERATE TRANSPARENCY: PBGH SUPPORTS INCREASING TRANSPARENCY ABOUT HEALTHCARE COST AND QUALITY, WHILE ALSO SHIFTING TO VALUE-BASED PAYMENT MODELS. PBGH WORKS WITH PURCHASERS TO EFFECTIVELY LEVERAGE PRICE TRANSPARENCY, QUALITY, SAFETY, AND CLAIMS DATA TO COMPARE TO NATIONAL COMMERCIAL BENCHMARKS, IDENTIFY HIGH-VALUE PROVIDERS, AND TARGET OPPORTUNITY AREAS THAT IMPROVE HEALTHCARE AFFORDABILITY AND QUALITY. PBGH ALSO SUPPORTS MEMBERS IN EVALUATING QUALITY OF CLINICAL CARE, PARTICULARLY FOR ADVANCED PRIMARY CARE, TO BRING TRANSPARENCY TO THE QUALITY OF CARE BEING DELIVERED.
Expenses $2,137,009 · Revenue $1,413,303
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PURCHASER VALUE: PBGH PARTNERS WITH EMPLOYERS WHO PURCHASE HEALTH CARE FOR THEIR EMPLOYEES TO CREATE MEASURABLE PROGRESS TOWARD A MORE EFFICIENT AND EFFECTIVE HEALTHCARE SYSTEM. PBGH SUPPORTS HEALTH CARE PURCHASERS AND MEMBERS BY PROVIDING SERVICES INCLUDING EDUCATION, TECHNICAL ASSISTANCE, AND ACCESS TO NETWORKING AND PARTNERSHIP OPPORTUNITIES.
Expenses $1,616,670 · Revenue $2,302,238
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INFLUENCE POLICY: PBGH REPRESENTS ITS MEMBER ORGANIZATIONS WITH A STRONG, UNIFIED VOICE IN WASHINGTON, DC BY TESTIFYING IN CONGRESS, COMMUNICATING WITH THE WHITE HOUSE AND AGENCY STAFF, SERVING ON KEY ADVISORY BODIES, AND PUBLISHING ISSUE BRIEFS, BLOG POSTS, AND OP-EDS ABOUT CURRENT TOPICS IN HEALTHCARE. 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, FOSTERING OF COMPETITIVE MARKETS, AND IMPROVING ADVANCED PRIMARY CARE AND MATERNAL HEALTH.
Expenses $673,558 · Revenue $13,137
As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Aldy DuffieldALDY DUFFIELD
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jeff WhiteJEFF WHITE
TREASURER
- Total calculated
- $0
- Hours/week
- 0.25
-
Melissa RealMELISSA REAL
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.25
-
Michael CostelloMICHAEL COSTELLO
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 0.25
-
Donald MouldsDONALD MOULDS
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 0.25
-
Rob PaczkowskiROB PACZKOWSKI
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 0.25
-
Katelyn JohnsonKATELYN JOHNSON
MEMBER-AT-LARGE (UNTIL 7/2025)
- Total calculated
- $0
- Hours/week
- 0.25
-
Melody McClainMELODY MCCLAIN
MEMBER-AT-LARGE (AS OF 4/2025)
- Total calculated
- $0
- Hours/week
- 0.25
-
Nancy JesterNANCY JESTER
MEMBER-AT-LARGE (AS OF 4/2025)
- Total calculated
- $0
- Hours/week
- 0.25
-
Suzanne UsajSUZANNE USAJ
MEMBER-AT-LARGE (UNTIL 11/2025)
- Total calculated
- $0
- Hours/week
- 0.25
-
Elizabeth MitchellELIZABETH MITCHELL
CEO
- Total calculated
- $883,361
- From this org
- $828,157
- From related orgs
- $0
- Other
- $55,204
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $649,011
- Bonus
- $179,146
- Other
- $0
- Deferred
- $35,000
- Nontaxable benefits
- $20,204
- Filer's total
- $883,361
-
Geanette TreadwayGEANETTE TREADWAY
CFAO
- Total calculated
- $382,069
- From this org
- $324,789
- From related orgs
- $0
- Other
- $57,280
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $270,689
- Bonus
- $54,100
- Other
- $0
- Deferred
- $33,319
- Nontaxable benefits
- $23,961
- Filer's total
- $382,069
-
Won AndersenWON ANDERSEN
COO (UNTIL 5/2025)
- Total calculated
- $246,811
- From this org
- $212,134
- From related orgs
- $0
- Other
- $34,677
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $149,314
- Bonus
- $62,820
- Other
- $0
- Deferred
- $21,869
- Nontaxable benefits
- $12,808
- Filer's total
- $246,811
-
Raymond TsaiRAYMOND TSAI
VP ADVANCED PRIMARY CARE
- Total calculated
- $387,418
- From this org
- $340,550
- From related orgs
- $0
- Other
- $46,868
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $282,965
- Bonus
- $57,585
- Other
- $0
- Deferred
- $34,184
- Nontaxable benefits
- $12,684
- Filer's total
- $387,418
-
Crystal EubanksCRYSTAL EUBANKS
VP CARE TRANSFORMATION
- Total calculated
- $399,136
- From this org
- $335,108
- From related orgs
- $0
- Other
- $64,028
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $277,861
- Bonus
- $57,247
- Other
- $0
- Deferred
- $33,965
- Nontaxable benefits
- $30,063
- Filer's total
- $399,136
-
Randa DeatonRANDA DEATON
VP PURCHASER ENGAGEMENT (UNTIL 7/25)
- Total calculated
- $233,660
- From this org
- $205,236
- From related orgs
- $0
- Other
- $28,424
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $154,618
- Bonus
- $50,618
- Other
- $0
- Deferred
- $20,799
- Nontaxable benefits
- $7,625
- Filer's total
- $233,660
-
Lauren RemspecherLAUREN REMSPECHER
SR. DIR., PURCHASER ENGAGEMENT & INNOVATION
- Total calculated
- $258,446
- From this org
- $203,997
- From related orgs
- $0
- Other
- $54,449
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $183,049
- Bonus
- $20,948
- Other
- $0
- Deferred
- $20,496
- Nontaxable benefits
- $33,953
- Filer's total
- $258,446
-
Peter RobertsonPETER ROBERTSON
SR. DIR., PRACTICE TRANSFORMATION
- Total calculated
- $301,664
- From this org
- $255,478
- From related orgs
- $0
- Other
- $46,186
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $214,919
- Bonus
- $40,559
- Other
- $0
- Deferred
- $25,983
- Nontaxable benefits
- $20,203
- Filer's total
- $301,664
-
Kristina ModyKRISTINA MODY
DIR., PRACTICE TRANSFORMATION
- Total calculated
- $254,348
- From this org
- $212,711
- From related orgs
- $0
- Other
- $41,637
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $187,083
- Bonus
- $25,628
- Other
- $0
- Deferred
- $21,479
- Nontaxable benefits
- $20,158
- Filer's total
- $254,348
-
Savannah SauterSAVANNAH SAUTER
DIR., FINANCE & TECHNOLOGY OPERATIONS
- Total calculated
- $216,516
- From this org
- $175,940
- From related orgs
- $0
- Other
- $40,576
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $161,570
- Bonus
- $14,370
- Other
- $0
- Deferred
- $18,229
- Nontaxable benefits
- $22,347
- Filer's total
- $216,516
-
Lindsay PetersenLINDSAY PETERSEN
ASSOC. DIR., CARE REDESIGN
- Total calculated
- $198,112
- From this org
- $169,974
- From related orgs
- $0
- Other
- $28,138
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $155,331
- Bonus
- $14,643
- Other
- $0
- Deferred
- $17,051
- Nontaxable benefits
- $11,087
- Filer's total
- $198,112
-
Mary Nickel-NguyMARY NICKEL-NGUY
SR. MANAGER, BHI (UNTIL 12/2025)
- Total calculated
- $213,936
- From this org
- $169,244
- From related orgs
- $0
- Other
- $44,692
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $150,035
- Bonus
- $19,209
- Other
- $0
- Deferred
- $17,166
- Nontaxable benefits
- $27,526
- Filer's total
- $213,936
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- 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 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 COMPENTENCY 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.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
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EMSANA HEALTH INC
C · PURCHASING SERVICES FOR HEALTHCARE AND PHARMACY PRODUCTS · TX · 73% owned · share of assets $769,657 · controlled entity
Directly controlled by PBGH
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 20 July 2026
- IRS schema version
- 2025v4.2
- Source object
- 202602039349301365
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