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Nonprofiteer
← BUSINESS GROUP ON HEALTH

Form 990 for tax year 2023

Filed by BUSINESS GROUP ON HEALTH.

Totals

Total revenue
$12,916,283
Total expenses
$13,580,600
Contributions and grants received
$5,625,690
Grants paid
$0
Program service revenue
$6,354,651
Investment income
$905,419
Other revenue
$30,523
Total assets, end of year
$34,249,470
Total liabilities, end of year
$12,760,724
Net assets or fund balances, end of year
$21,488,746
Program services expenses (Part IX)
$8,214,240
Management and general expenses
$5,366,360
Fundraising expenses
$0
Program service expenses (Part III)
$8,214,240

Program services were 60.5% 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

    $5,625,690

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $5,737,996 · related or exempt $5,737,996

  • 2b · Program service revenue: CONFERENCES AND SEMINA

    total $496,905 · related or exempt $496,905

  • 2c · Program service revenue: WEBINARS

    total $76,750 · related or exempt $76,750

  • 2d · Program service revenue: APPLICATION FEES

    total $43,000 · related or exempt $43,000

  • 3 · Investment income

    total $749,392 · excluded $749,392

  • 7a · Gross sales of assets other than inventory

    securities $10,582,772

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

    securities $10,426,745

  • 7c · Gain or loss

    securities $156,027

  • 7d · Net gain or loss

    total $156,027 · excluded $156,027

  • 11a · Other revenue: HONORARIUM

    total $30,500 · related or exempt $30,500

  • 11d · All other revenue

    total $23 · related or exempt $23

  • 11e · Other revenue, total

    $30,523

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $4,332,897 · program services $3,025,714 · management and general $1,307,183

  • 7 · Other salaries and wages

    total $3,644,053 · program services $2,544,686 · management and general $1,099,367

  • 8 · Pension plan contributions

    total $275,773 · program services $192,576 · management and general $83,197

  • 9 · Other employee benefits

    total $396,429 · program services $276,831 · management and general $119,598

  • 10 · Payroll taxes

    total $419,248 · program services $292,766 · management and general $126,482

  • 11b · Fees: legal

    total $9,764 · program services $3,362 · management and general $6,402

  • 11c · Fees: accounting

    total $50,402 · management and general $50,402

  • 11f · Fees: investment management

    total $98,331 · management and general $98,331

  • 11g · Fees: other

    total $995,603 · program services $163,398 · management and general $832,205

  • 12 · Advertising and promotion

    total $344,483 · program services $7,333 · management and general $337,150

  • 13 · Office expenses

    total $669,474 · program services $179,378 · management and general $490,096

  • 16 · Occupancy

    total $547,326 · program services $334,489 · management and general $212,837

  • 17 · Travel

    total $109,911 · program services $56,572 · management and general $53,339

  • 19 · Conferences, conventions and meetings

    total $1,299,835 · program services $1,136,751 · management and general $163,084

  • 20 · Interest

    total $1,085 · management and general $1,085

  • 22 · Depreciation, depletion and amortization

    total $250,542 · management and general $250,542

  • 23 · Insurance

    total $7,739 · management and general $7,739

  • 24e · All other expenses

    total $127,705 · program services $384 · management and general $127,321

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,787,109 · end of year $4,853,725

  • 2 · Savings and temporary cash investments

    beginning of year $3,732,687 · end of year $1,883,585

  • 4 · Accounts receivable

    beginning of year $276,748 · end of year $82,365

  • 9 · Prepaid expenses and deferred charges

    beginning of year $343,673 · end of year $298,365

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

    $4,490,598

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

    $344,107

  • 10c · Land, buildings and equipment, net

    beginning of year $601,914 · end of year $4,146,491

  • 11 · Investments: publicly traded securities

    beginning of year $17,033,858 · end of year $19,035,842

  • 12 · Investments: other securities

    beginning of year $2,461,335 · end of year $267,432

  • 14 · Intangible assets

    beginning of year $3,936,593 · end of year $3,648,541

  • 15 · Other assets

    beginning of year $33,124 · end of year $33,124

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,425,383 · end of year $1,996,917

  • 19 · Deferred revenue

    beginning of year $5,398,880 · end of year $5,330,853

  • 25 · Other liabilities

    beginning of year $4,160,951 · end of year $5,432,954

  • 27 · Net assets without donor restrictions

    beginning of year $20,221,827 · end of year $21,488,746

Mission and programs · 2023

Mission

TO CONVENE EMPLOYERS AND HEALTH INDUSTRY STAKEHOLDERS TO ADDRESS THE FINANCING, DELIVERY AND AFFORDABILITY EXPERIENCE AS THEY RELATE TO HEALTH, WELL-BEING AND WORKFORCE STRATEGY ISSUES.

  • CONFERENCES AND SUMMITS PROVIDE MEMBERS AND NON-MEMBERS AN OPPORTUNITY TO CONVENE ON A LARGER SCALE AND PARTICIPATE IN CONTENT RELATED SESSIONS.

    Expenses $2,353,366 · Revenue $496,905

  • BUSINESS GROUP FUNDED ACTIVITIES INCLUDE PUBLIC HEALTH INITIATIVES DEEMED IMPORTANT TO THE MARKETPLACE BY THE BUSINESS GROUP AND IN MOST CASES HAVE BEEN INITIATED BY THE CEO AND INTERNAL STAFF. THIS DEPARTMENT ALSO INCLUDES OTHER ACTIVITIES SUPPORTING THE BUSINESS GROUP AND ITS MEMBERSHIP AS A WHOLE, SUCH AS BENCHMARKING AND ANALYSIS.

    Expenses $1,664,547 · Revenue $150,273

  • COST AND DELIVERY WAS ESTABLISHED IN NOVEMBER 2001 TO PROVIDE AN INTENSE FOCUS ON FINDING EFFECTIVE SOLUTIONS TO THE HEALTH CARE BENEFIT COST PROBLEMS OF LARGE EMPLOYERS. IN ADDITION TO IDENTIFYING AND DISSEMINATING BEST PRACTICES AND INNOVATIVE IDEAS FOR MANAGING COSTS AND IMPROVING QUALITY, THE GROUP IS ALSO A FORCE FOR COMMUNICATING THAT AFFORDABILITY AND COST-EFFECTIVENESS MUST BE MAJOR CONSIDERATIONS IN THE HEALTH SYSTEM. THREE COMMITTEES ARE HOUSED UNDER THE GROUP: INSTITUTE ON HEALTH CARE COSTS AND DELIVERY, EVIDENCE BASED BENEFIT DESIGN COMMITTEE AND PHARMACY BENEFITS COMMITTEE.

    Expenses $1,198,805

  • WELL-BEING AND WORKFORCE STRATEGY CURRENTLY CONSISTS OF THE WELL-BEING AND WORKFORCE STRATEGY INSTITUTE. THE WELL-BEING AND WORKFORCE STRATEGY INSTITUTE ADVANCES INNOVATIVE AND RESEARCH-BASED APPROACHES TO UNLOCKING EMPLOYEE POTENTIAL BY INTEGRATING WELL-BEING INTO A COMPANY'S WORKFORCE STRATEGY.

    Expenses $859,359

  • THE GLOBAL INSTITUTE (GLOBAL) WAS ESTABLISHED TO MEET THE GROWING NEEDS OF GLOBAL CORPORATIONS THROUGH COLLABORATIVE INFORMATION EXCHANGE, JOINT PROBLEM SOLVING, AND THE DEVELOPMENT OF INNOVATIVE APPROACHES TO GLOBAL HEALTH CARE CONCERNS IDENTIFIED BY GLOBAL MEMBERS. THE GLOBAL INSTITUTE PROVIDES PRACTICAL TOOLS, GUIDANCE ON BEST PRACTICES, NETWORKING OPPORTUNITIES FOR PEER GLOBAL COMPANIES AND OPPORTUNITIES TO DEVISE AND BENCHMARK SOLUTIONS TO HEALTH CHALLENGES ENCOUNTERED BY MEMBER CORPORATIONS AND THEIR EMPLOYEES OUTSIDE THE UNITED STATES.

    Expenses $881,890

  • MEMBERSHIP AND MEMBER SERVICES INCREASE THE OVERALL MEMBERSHIP OF THE BUSINESS GROUP THROUGH RECRUITMENT OF NEW MEMBERS AND RETENTION OF EXISTING MEMBERS BY COMMUNICATING AND PROVIDING VALUABLE INSIGHT AND SERVICES TO THE BUSINESS GROUP MEMBERSHIP.

    Expenses $571,512 · Revenue $5,737,996

  • HEALTH INNOVATIONS CONSISTS OF FOUR INITIATIVES TO HELP DRIVE MARKET CHANGE AND ADVANCEMENT. SINCE ITS INCEPTION IN 2015 THE HEALTH INNOVATIONS FORUM (HIF) HAS EVOLVED CONSIDERABLY TO NOT ONLY IDENTIFY AND CATEGORIZE START-UPS AND INNOVATORS BUT MORE IMPORTANTLY, TO FOCUS ON THE SUCCESSFUL INTEGRATION OF SOLUTIONS INTO AN EMPLOYER'S ECOSYSTEM OF VENDOR SOLUTIONS. ADDITIONALLY, HIF CHALLENGES THE VENDOR AND INVESTOR COMMUNITIES TO INNOVATE HOLISTICALLY TO ADDRESS LONG STANDING CHALLENGES AND GAPS IN THE PATIENT AND CARE DELIVERY EXPERIENCE. THE EXECUTIVE COMMITTEE ON VALUE PURCHASING, A MULTI STAKEHOLDER GROUP OF EXECUTIVE LEADERS REPRESENTING EMPLOYERS, HEALTH PLANS, AND PROVIDERS WAS FORMED TO ACCELERATE THE ADOPTION OF EFFECTIVE INNOVATIONS IN HEALTH CARE DELIVERY. THE LEADERSHIP FORUM ON EMPLOYEE EXPERIENCE IS MADE UP OF THOUGHT LEADERS, LARGE EMPLOYERS AND INDUSTRY EXPERTS. THE PURPOSE OF THE FORUM IS TO IDENTIFY HIGH-IMPACT STRATEGIES THAT ENHANCE EMPLOYEES' EXPERIENCE WITH THEIR HEALTH AND WELL-BEING BENEFITS AND PROGRAMS. THE LEAVE OPTIMIZATION FORUM CONVENES EMPLOYERS AND HEALTH INDUSTRY PARTNERS TO ADDRESS SHARED CHALLENGES AND OPPORTUNITIES AROUND LEAVE POLICIES AND THEIR INTERSECTION WITH HEALTH, WELL-BEING, AND PRODUCTIVITY.

    Expenses $684,761

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

Listed in Part VII

  • ADAM STAVISKY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • BRENDON PERKINS

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • DAVID STARK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DIANA HAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ELLEN KELSAY

    PRESIDENT & CEO

    Total calculated
    $1,309,853
    From this org
    $1,266,108
    From related orgs
    $0
    Other
    $43,745
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $547,670
    Bonus
    $701,358
    Other
    $17,080
    Deferred
    $43,500
    Nontaxable benefits
    $245
    Filer's total
    $1,309,853

  • FRANK GIAMPIETRO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • KEVIN THEISSEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MARCO DIAZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MARIA WALSH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • PASCALE THOMAS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • STEVE BRAUN

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • TAMMY YEE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • THERESA MONTI

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • TRACEY STEPHENS

    OUTGOING DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MARTHA SHANNON

    CHIEF FINANCIAL OFFICER

    Total calculated
    $411,829
    From this org
    $351,296
    From related orgs
    $0
    Other
    $60,533
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $242,122
    Bonus
    $108,394
    Other
    $780
    Deferred
    $33,563
    Nontaxable benefits
    $26,970
    Filer's total
    $411,829

  • JIM WINKLER

    CHIEF STRATEGY OFFICER

    Total calculated
    $648,236
    From this org
    $558,708
    From related orgs
    $0
    Other
    $89,528
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $339,463
    Bonus
    $197,632
    Other
    $21,613
    Deferred
    $54,614
    Nontaxable benefits
    $34,914
    Filer's total
    $648,236

  • CORRIE ZENZOLA

    VICE PRESIDENT

    Total calculated
    $363,711
    From this org
    $305,344
    From related orgs
    $0
    Other
    $58,367
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $237,726
    Bonus
    $66,838
    Other
    $780
    Deferred
    $34,270
    Nontaxable benefits
    $24,097
    Filer's total
    $363,711

  • JENNELLE RUSH

    VICE PRESIDENT

    Total calculated
    $329,014
    From this org
    $289,104
    From related orgs
    $0
    Other
    $39,910
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,661
    Bonus
    $58,663
    Other
    $780
    Deferred
    $30,606
    Nontaxable benefits
    $9,304
    Filer's total
    $329,014

  • LUANN HEINEN BROWN

    VICE PRESIDENT

    Total calculated
    $399,744
    From this org
    $338,738
    From related orgs
    $0
    Other
    $61,006
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $258,576
    Bonus
    $79,382
    Other
    $780
    Deferred
    $36,272
    Nontaxable benefits
    $24,734
    Filer's total
    $399,744

  • GARRETT HOHIMER

    VICE PRESIDENT

    Total calculated
    $394,856
    From this org
    $326,388
    From related orgs
    $0
    Other
    $68,468
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $231,062
    Bonus
    $75,796
    Other
    $19,530
    Deferred
    $47,408
    Nontaxable benefits
    $21,060
    Filer's total
    $394,856

  • MAGDALENA RUSINOWSKI

    VICE PRESIDENT

    Total calculated
    $398,978
    From this org
    $334,784
    From related orgs
    $0
    Other
    $64,194
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $242,731
    Bonus
    $91,273
    Other
    $780
    Deferred
    $34,659
    Nontaxable benefits
    $29,535
    Filer's total
    $398,978

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 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 7
THE ORGANIZATION HAS AN INCENTIVE COMPENSATION PROGRAM OFFERED TO SELECT EMPLOYEES. THE BONUS POOL IS CALCULATED BASED ON PERFORMANCE METRICS AND IS APPROVED BY THE BOARD EACH YEAR. THE AMOUNT IS ACTUALLY PAID OUT THE FOLLOWING YEAR.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
8 November 2024
IRS schema version
2023v5.1
Source object
202403139349300130

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