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Nonprofiteer
← PURCHASER BUSINESS GROUP ON HEALTH

Form 990 for tax year 2023

Filed by PURCHASER BUSINESS GROUP ON HEALTH.

Totals

Total revenue
$10,552,430
Total expenses
$13,822,252
Contributions and grants received
$4,266,656
Grants paid
$0
Program service revenue
$2,786,422
Investment income
$645,209
Other revenue
$2,854,143
Total assets, end of year
$13,330,197
Total liabilities, end of year
$5,347,373
Net assets or fund balances, end of year
$7,982,824
Program services expenses (Part IX)
$10,922,124
Management and general expenses
$2,511,812
Fundraising expenses
$388,316
Program service expenses (Part III)
$10,922,124

Program services were 79.0% 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.

  • 1b · Membership dues

    $1,217,500

  • 1f · All other contributions, gifts and grants

    $3,049,156

  • 2a · Program service revenue: HEALTH PLAN FEES

    total $2,079,100 · related or exempt $2,079,100

  • 2b · Program service revenue: CONTRACT REVENUE

    total $707,322 · related or exempt $707,322

  • 3 · Investment income

    total $145,919 · excluded $145,919

  • 7a · Gross sales of assets other than inventory

    securities $3,100,000

  • 7b · Less cost or other basis and sales expenses

    securities $2,600,709 · other assets $1

  • 7c · Gain or loss

    securities $499,291 · other assets -$1

  • 7d · Net gain or loss

    total $499,290 · excluded $499,290

  • 11a · Other revenue: OTHER INCOME

    total $2,854,143 · related or exempt $2,854,143

  • 11e · Other revenue, total

    $2,854,143

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $2,869,473 · program services $1,649,620 · management and general $1,184,636 · fundraising $35,217

  • 7 · Other salaries and wages

    total $4,129,141 · program services $3,751,670 · management and general $146,452 · fundraising $231,019

  • 8 · Pension plan contributions

    total $426,015 · program services $375,676 · management and general $27,996 · fundraising $22,343

  • 9 · Other employee benefits

    total $393,966 · program services $330,828 · management and general $44,646 · fundraising $18,492

  • 10 · Payroll taxes

    total $377,527 · program services $294,920 · management and general $67,780 · fundraising $14,827

  • 11b · Fees: legal

    total $96,005 · program services $28,756 · management and general $63,405 · fundraising $3,844

  • 11c · Fees: accounting

    total $247,990 · program services $74,279 · management and general $163,782 · fundraising $9,929

  • 11f · Fees: investment management

    total $14,929 · management and general $14,929

  • 11g · Fees: other

    total $3,906,137 · program services $3,290,522 · management and general $581,000 · fundraising $34,615

  • 12 · Advertising and promotion

    total $55,349 · program services $33,017 · management and general $22,316 · fundraising $16

  • 13 · Office expenses

    total $74,229 · program services $49,059 · management and general $23,912 · fundraising $1,258

  • 14 · Information technology

    total $128,334 · program services $84,011 · management and general $42,210 · fundraising $2,113

  • 16 · Occupancy

    total $387,536 · program services $322,377 · management and general $56,836 · fundraising $8,323

  • 17 · Travel

    total $152,804 · program services $134,267 · management and general $16,916 · fundraising $1,621

  • 19 · Conferences, conventions and meetings

    total $393,204 · program services $382,864 · management and general $5,872 · fundraising $4,468

  • 21 · Payments to affiliates

    total $3,026 · program services $2,038 · management and general $949 · fundraising $39

  • 24a · Other expenses: DUES & SUBSCRIPTIONS

    total $138,824 · program services $98,106 · management and general $40,602 · fundraising $116

  • 24b · Other expenses: MISCELLANEOUS

    total $22,055 · program services $15,439 · management and general $6,616

  • 24c · Other expenses: TAX & LICENSES

    total $5,708 · program services $4,675 · management and general $957 · fundraising $76

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $214,004 · end of year $1,600,690

  • 2 · Savings and temporary cash investments

    end of year $2,009,000

  • 4 · Accounts receivable

    beginning of year $10,409,055 · end of year $6,996,502

  • 9 · Prepaid expenses and deferred charges

    beginning of year $109,525 · end of year $108,838

  • 10a · Land, buildings and equipment: cost or other basis

    $13,268

  • 10b · Land, buildings and equipment: accumulated depreciation

    $8,581

  • 10c · Land, buildings and equipment, net

    beginning of year $693 · end of year $4,687

  • 11 · Investments: publicly traded securities

    beginning of year $4,377,348 · end of year $1,629,090

  • 15 · Other assets

    beginning of year $1,215,906 · end of year $981,390

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,990,877 · end of year $2,124,921

  • 19 · Deferred revenue

    beginning of year $1,407,999 · end of year $2,138,602

  • 25 · Other liabilities

    beginning of year $1,318,274 · end of year $1,083,850

  • 27 · Net assets without donor restrictions

    beginning of year $1,029,196 · end of year -$739,745

  • 28 · Net assets with donor restrictions

    beginning of year $10,580,185 · end of year $8,722,569

Mission and programs · 2023

Mission

TO BE A CHANGE AGENT CREATING INCREASED VALUE IN THE HEALTHCARE SYSTEM THROUGH PURCHASER COLLABORATION, INNOVATION, AND ACTION, AND THROUGH THE SPREAD OF BEST PRACTICES.

Activities or mission (Part I)

TO IMPROVE THE QUALITY AND AVAILABILITY OF HEALTH CARE WHILE MODERATING COST.

  • REDESIGN CARE:PBGH WORKS SIDE-BY-SIDE WITH PHYSICIANS AND OTHER PRACTITIONERS TO: FOSTER INNOVATIVE IDEAS; REDESIGN HOW CARE IS DELIVERED; ALIGN PAYMENT WITH OPTIMAL CARE DESIGN; AND SUPPORT PROVIDERS TO DELIVER OPTIMAL CARE EXPERIENCE AND PRICE. PBGH PROGRAMS INCLUDE: ONES THAT PROVIDE CARE MANAGEMENT FOR HIGH-NEED-COST PATIENTS (THOSE WITH MULTIPLE SERIOUS CHRONIC CONDITIONS); AND PROGRAMS THAT SPREAD BEST PRACTICES FOR COMMON CARE EPISODES (E.G. MATERNITY); PROGRAMS THAT TRAIN PHYSICIANS HIGH-QUALITY, PATIENT-CENTERED CARE, PREVENT PATIENTS FROM RECEIVING DUPLICATE SERVICES, AND REDUCE UNNECESSARY VISITS TO HOSPITALS AND EMERGENCY ROOMS. THE PROGRAMS AIM TO ENGAGE PATIENTS IN THEIR OWN CARE AN APPROACH THAT ACCELERATES PATIENT RECOVERY.

    Expenses $4,536,521 · Revenue $2,294,079

  • INFLUENCE POLICY:PBGH REPRESENTS ITS MEMBER ORGANIZATIONS WITH A STRONG, UNIFIED VOICE IN WASHINGTON BY TESTIFYING IN CONGRESS, COMMUNICATING WITH WHITE HOUSE AND AGENCY STAFF, SERVING ON KEY ADVISORY BODIES, AND PUBLISHING WIDELY THROUGH ISSUE BRIEFS, BLOG POSTINGS AND OP-EDS. PBGH ADVOCACY FOCUSES ON THE "VALUE AGENDA" OF HEALTH REFORM, INCLUDING PAYMENT REFORM AND ALIGNMENT, USE OF MEASURES TO SUPPORT VALUE-PAYMENT SYSTEMS, DATA TRANSPARENCY AND THE FOSTERING OF COMPETITIVE MARKETS.

    Expenses $1,148,983

  • ACCELERATE TRANSPARENCY:PBGH SUPPORTS CHANGES TO COMMERCIAL PAYMENT MODELS THAT MOVE INCREMENTALLY AWAY FROM FEE-FOR-SERVICE AND TOWARD PAYING FOR VALUE. THESE INCLUDE BUNDLED PAYMENTS FOR MATERNITY CARE, ORTHOPEDIC SURGERIES AND OTHER HIGH-COST AND FREQUENT PROCEDURES. PBGH IS ALSO WORKING TO IMPLEMENT INNOVATIVE PRIMARY CARE CONTRACTING AND QUALITY FOCUSED CONTRACTS WITH ACCOUNTABLE CARE ORGANIZATIONS. THESE PAYMENT MODELS SUPPORT ALIGNED BENEFIT DESIGN CHANGES, SUCH AS REFERENCE PRICING, TIERED NETWORKS AND CENTERS OF EXCELLENCE. AT THE SAME TIME, PBGH IS ENCOURAGING MEDICARE AND OTHER PUBLIC PROGRAMS TO IMPLEMENT ALIGNED PAYMENT METHODOLOGIES SO THAT PROVIDERS RECEIVE CONSISTENT FINANCIAL SIGNALS FROM BOTH PRIVATE AND PUBLIC PURCHASERS.

    Expenses $3,699,406 · Revenue $2,199,810

  • PURCHASER VALUE:PBGH PARTNERS WITH EMPLOYERS WHO PURCHASE HEALTH CARE FOR THEIR EMPLOYEES TO CREATE MEASUREABLE PROGRESS TOWARD A MORE EFFICIENT AND EFFECTIVE HEALTH CARE SYSTEM. PBGH SUPPORTS HEALTH CARE PURCHASERS AND MEMBERS, BY PROVIDING SERVICES INCLUDING: TECHNICAL ASSISTANCE, ACCESS TO NETWORKING OPPORTUNITIES AND PARTNERSHIPS.

    Expenses $1,537,214 · Revenue $1,146,676

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • ALDY DUFFIELD

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • MELISSA REAL

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.25

  • JEFF WHITE

    TREASURER

    Total calculated
    $0
    Hours/week
    0.25

  • MICHAEL COSTELLO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • MILT EZZARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • DONALD MOULDS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • ROB PACZKOWSKI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • JULEE WELLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • LISA WOODS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • ELIZABETH MITCHELL

    PRESIDENT & CEO

    Total calculated
    $855,158
    From this org
    $803,766
    From related orgs
    $0
    Other
    $51,392
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $625,302
    Bonus
    $178,464
    Other
    $0
    Deferred
    $33,000
    Nontaxable benefits
    $18,392
    Filer's total
    $855,158

  • DENNIS RIZZO

    CFO & COO (THRU 05/23)

    Total calculated
    $184,336
    From this org
    $160,113
    From related orgs
    $0
    Other
    $24,223
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $103,449
    Bonus
    $32,716
    Other
    $23,948
    Deferred
    $14,102
    Nontaxable benefits
    $10,121
    Filer's total
    $184,336

  • WON SUN ANDERSON

    COO (START 05/23)

    Total calculated
    $209,173
    From this org
    $172,280
    From related orgs
    $0
    Other
    $36,893
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,280
    Bonus
    $0
    Other
    $0
    Deferred
    $18,438
    Nontaxable benefits
    $18,455
    Filer's total
    $209,173

  • LISA STEINHART-ZAMOSKY

    CHIEF COMMUNICATION OFFICER

    Total calculated
    $362,369
    From this org
    $314,609
    From related orgs
    $0
    Other
    $47,760
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $266,358
    Bonus
    $47,771
    Other
    $480
    Deferred
    $31,579
    Nontaxable benefits
    $16,181
    Filer's total
    $362,369

  • GEANETTE TREADWAY

    CFO (START 08/23)

    Total calculated
    $116,244
    From this org
    $116,244
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • CRYSTAL EUBANKS

    VP, CARE TRANSFORMATION

    Total calculated
    $378,092
    From this org
    $318,622
    From related orgs
    $0
    Other
    $59,470
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $270,238
    Bonus
    $47,904
    Other
    $480
    Deferred
    $32,160
    Nontaxable benefits
    $27,310
    Filer's total
    $378,092

  • MARSHAL ALAN GILBERT

    VP, POLICY

    Total calculated
    $303,347
    From this org
    $274,791
    From related orgs
    $0
    Other
    $28,556
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $252,232
    Bonus
    $22,559
    Other
    $0
    Deferred
    $27,479
    Nontaxable benefits
    $1,077
    Filer's total
    $303,347

  • RANDA DEATON

    VP, PURCHASER ENGAGEMENT

    Total calculated
    $312,603
    From this org
    $273,736
    From related orgs
    $0
    Other
    $38,867
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $235,507
    Bonus
    $37,789
    Other
    $440
    Deferred
    $27,846
    Nontaxable benefits
    $11,021
    Filer's total
    $312,603

  • RAYMOND TSAI

    VP, ADVANCED PRIMARY CARE

    Total calculated
    $264,396
    From this org
    $231,912
    From related orgs
    $0
    Other
    $32,484
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $231,912
    Bonus
    $0
    Other
    $0
    Deferred
    $23,234
    Nontaxable benefits
    $9,250
    Filer's total
    $264,396

  • RACHEL BRODIE

    SR, DIRECTOR, MEASUREMENT

    Total calculated
    $363,158
    From this org
    $302,775
    From related orgs
    $0
    Other
    $60,383
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $255,408
    Bonus
    $46,887
    Other
    $480
    Deferred
    $31,090
    Nontaxable benefits
    $29,293
    Filer's total
    $363,158

  • EMMA HOO

    DIRECTOR, VALUE BASED PURCHASING

    Total calculated
    $333,938
    From this org
    $293,887
    From related orgs
    $0
    Other
    $40,051
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $248,556
    Bonus
    $44,851
    Other
    $480
    Deferred
    $29,742
    Nontaxable benefits
    $10,309
    Filer's total
    $333,938

  • PETER ROBERTSON

    SR, DIRECTOR, PRACTICE TRANSFORMATION

    Total calculated
    $289,309
    From this org
    $246,054
    From related orgs
    $0
    Other
    $43,255
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,546
    Bonus
    $36,028
    Other
    $480
    Deferred
    $24,864
    Nontaxable benefits
    $18,391
    Filer's total
    $289,309

  • LYDIA WALKER

    ASSOCIATE DIRECTOR, IT

    Total calculated
    $215,519
    From this org
    $186,639
    From related orgs
    $0
    Other
    $28,880
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,486
    Bonus
    $20,673
    Other
    $480
    Deferred
    $18,713
    Nontaxable benefits
    $10,167
    Filer's total
    $215,519

  • ELLEN PARKER-GAGNON

    STRATEGIC CHIEF OF STAFF

    Total calculated
    $197,890
    From this org
    $171,142
    From related orgs
    $0
    Other
    $26,748
    Hours/week
    30

    Schedule J breakdown matched by us

    Base
    $162,562
    Bonus
    $8,580
    Other
    $0
    Deferred
    $17,625
    Nontaxable benefits
    $9,123
    Filer's total
    $197,890

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
  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

Answered no

  • 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 4A
DURING 2023, DENNIS RIZZO RECEIVED A SEVERANCE PAYMENT OF $23,948.
PART I, LINE 7
THE POTENTIAL AND CRITERIA FOR COMPENSATION CHANGES AND BONUSES FOR OFFICERS ARE PRE-DETERMINED PERCENT AMOUNTS BASED UPON PERFORMANCE ON 8 ORGANIZATION-WIDE OBJECTIVE, 5-7 INDIVIDUAL OBJECTIVES, AND COMPETENCY ASSESSMENTS. THE PRESIDENT & CEO'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS COMPENSATION COMMITTEE AND INCLUDES COMPARABILITY DATA FROM OTHER ORGANIZATIONS. COMPENSATION/BONUS IS NOT A PERCENTAGE OF NET INCOME OR REVENUE, BUT ARE DETERMINED THROUGH A PERIODIC COMPENSATION REVIEW OF PRESIDENT & CEO COMPENSATION BY AN EXTERNAL FIRM AND PERIODIC REVIEW OF EXTERNAL BENCHMARKING DATA. COMPENSATION DETERMINATIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN WRITING. PBGH DIRECTORS ARE NOT COMPENSATED.

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.

  • THE PURCHASER BUSINESS GROUP ON HEALTH NEGOTIATING ALLIANCE

    C · HEALTHCARE IMPROVEMENT - NEGOTIATE LOWER HEALTHCARE COSTS · CA · 100% owned · share of income -$6,565 · share of assets $113,408 · controlled entity

    Directly controlled by PURCHASER BUSINESS GROUP ON HEALTH

  • EMSANA HEALTH INC

    C · PURCHASING SERVICES SPECIALIZING IN HEALTHCARE AND PHARMACY PRODUCTS · CA · 75% owned · share of income $64,499 · share of assets $1,271,258 · controlled entity

    Directly controlled by PURCHASER BUSINESS GROUP ON HEALTH

  • EMSANACARE INC

    C · PURCHASING SERVICES SPECIALIZING IN LEADING PROVIDERS TO IMPROVE HEALTH OUTC · CA · 50.4% owned · share of income $29,758 · share of assets $161,222 · controlled entity

    Directly controlled by PURCHASER BUSINESS GROUP ON HEALTH

  • EMSANARX INC

    C · PURCHASING SERVICES SPECIALIZING TO IMPROVE HEALTH CARE OUTCOMES · CA · share of income -$747,405 · controlled entity

    Directly controlled by PURCHASER BUSINESS GROUP ON HEALTH

Provenance

Return type
form_990
Tax year
2023
Filed
1 November 2024
IRS schema version
2023v5.1
Source object
202443099349301679

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