BANNER HEALTH FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BANNER HEALTH FOUNDATION (EIN 94-2545356)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-08
- IRS object ID
- 201613139349300951
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-08T09:04:45-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO NORTH CENTRAL AVENUE STE 2300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | 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 | 942545356 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Banner Health Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PAUL NOLDE-MORRISSEY | InCareOfNm |
| Business Name Control | BANN | BusinessNameControlTxt |
| Phone | 6027474483 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2901 N CENTRAL AVE SUITE 160 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85012 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREA KRAMER PETERSEN | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 6027474483 | PhoneNum |
| Signature | 2016-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDA D GRIESEMER | PreparerPersonNm |
| PTIN | P00264669 | PTIN |
| Phone | 6023223000 | 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 | ANDREA KRAMER PETERSEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2901 N CENTRAL AVE SUITE 160 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,748,822 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BANNERHEALTH.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | BANNER HEALTH FOUNDATION SECURES AND STEWARDS CHARITABLE CONTRIBUTIONS TO ADVANCE BANNER HEALTH'S MISSION TO MAKE A DIFFERENCE IN PEOPLE'S LIVES THROUGH EXCELLENT PATIENT CARE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 27 | TotalEmployeeCnt |
| Total Volunteers | 82 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,994,001 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,019,835 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,518,692 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,043,544 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$727,037 | PYOtherRevenueAmt |
| CY Other Revenue | -$182,354 | CYOtherRevenueAmt |
| PY Total Revenue | $10,785,656 | PYTotalRevenueAmt |
| CY Total Revenue | $13,881,025 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,842,216 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,556,127 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,571,459 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,741,342 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $364,256 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $459,857 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $520,417 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $912,058 | PYOtherExpensesAmt |
| CY Other Expenses | $891,254 | CYOtherExpensesAmt |
| PY Total Expenses | $9,689,989 | PYTotalExpensesAmt |
| CY Total Expenses | $11,648,580 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,095,667 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,232,445 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $96,533,640 | TotalAssetsBOYAmt |
| Total Assets EOY | $112,509,286 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,326,614 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,252,223 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $92,207,026 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $107,257,063 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BANNER HEALTH FOUNDATION SECURES AND STEWARDS CHARITABLE CONTRIBUTIONS TO ADVANCE BANNER HEALTH'S MISSION TO MAKE A DIFFERENCE IN PEOPLE'S LIVES THROUGH EXCELLENT PATIENT CARE. | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $9,930,459 | ExpenseAmt |
| Grant | $7,556,127 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE BANNER HEALTH FOUNDATION FOSTERS A SPIRIT OF GIVING BY MAKING HEALTHCARE SOLUTIONS A REALITY FOR OUR COMMUNITY. CONTRIBUTIONS MADE TO THE FOUNDATION ARE INVESTED LOCALLY IN BANNER HEALTH'S NOT-FOR-PROFIT FACILITIES AND PROGRAMS TO ADVANCE HEALTH AND WELLNESS. CARING FOR THE FUTURE OF ARIZONA SINCE 1978, BANNER HEALTH FOUNDATION IS SUPPORTED BY THE GENEROSITY OF INDIVIDUAL DONORS, THE PUBLIC AND PRIVATE SECTORS, AND HUNDREDS OF ACTIVE VOLUNTEERS. | Desc |
| Total Program Service Expenses | $9,930,459 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 37 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 27 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL NOLDE-MORRISSEY | PersonNm |
| Phone | 6027474000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2901 N CENTRAL AVE SUITE 160 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 850122702 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ANDREA KRAMER PETERSEN | |||||||||
| DIRECTOR/PRESIDENT/CEO | 36.0 | 5.0 | Yes (X) | Yes (X) | $373,297 | $0 | $38,383 | ||
| J STEPHEN RIZLEY | |||||||||
| DIRECTOR/CHAIRMAN (THRU 6/15) | 6.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID BERRY | |||||||||
| DIRECTOR/CHAIRMAN (AS OF 6/15) | 6.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN GRAHAM | |||||||||
| DIRECTOR/VICE CHAIRMAN | 6.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUSAN ANABLE | |||||||||
| DIRECTOR (AS OF 3/15) | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CRAIG R COPPOLA | |||||||||
| DIRECTOR (THRU 12/15) | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CHIP CARMER | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| NANCY DAVIS | |||||||||
| DIRECTOR (AS OF 11/15) | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KEITH GALBUT | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SHARON HARPER | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT HOPECK | |||||||||
| DIRECTOR (THRU 4/15) | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GARRET MCKNIGHT | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN MOAK | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM PEPICELLO PHD | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LINDA PERLICH | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MORRIS STEIN | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY C STONE | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN STRITTMATTER | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KEN VAN WINKLE | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY WHITEMAN | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| HAZEL RICHARDS | |||||||||
| VP DEVELOPMENT | 4.0 | 36.0 | $170,715 | $0 | $21,727 | Yes (X) | |||
| KIMBERLY HOPELY | |||||||||
| FOUNDATION SENIOR DIRECTOR | 40.0 | 0.0 | $131,718 | $0 | $29,900 | Yes (X) | |||
| PATRICIA ELDER | |||||||||
| FUND DEVELOPMENT PROGRAM DIR. | 40.0 | 0.0 | $104,465 | $0 | $20,711 | Yes (X) | |||
| CHRISTY ALTER | |||||||||
| FUND DEVELOPMENT PROGRAM DIR. | 40.0 | 0.0 | $103,647 | $0 | $17,888 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $883,842 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $128,609 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE PURSUANT GROUP INC | |||||
| 515 BELT LINE ROAD SUITE 900 | DALLAS | TX | 75254 | GIVING PROGRAM | $421,555 |
| MARRIOTT BUSINESS SERVICES | |||||
| PO BOX 402642 | ATLANTA | GA | 303842642 | BANQUET SERVICES | $147,514 |
| PHOENICIAN RESORT | |||||
| 6000 E CAMELBACK ROAD | SCOTTSDALE | AZ | 85251 | BANQUET SERVICES | $134,593 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $860,181 | FundraisingAmt |
| Related Organizations | $749,433 | RelatedOrganizationsAmt |
| All Other Contributions | $8,410,221 | AllOtherContributionsAmt |
| Noncash Contributions | $329,010 | NoncashContributionsAmt |
| Total Contributions | $10,019,835 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,140,356 | TotalRevenueColumnAmt |
| Exclusion | $1,140,356 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,903,188 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,903,188 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,903,188 | TotalRevenueColumnAmt |
| Exclusion | $2,903,188 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $684,364 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $860,181 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $867,797 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$183,433 | TotalRevenueColumnAmt |
| Exclusion | -$183,433 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| SHULTZ DAF ADMIN FEE | 922110 | $878 | $0 | $0 | $878 |
| MUNOZ DAF ADMIN FEE | 922110 | $201 | $0 | $0 | $201 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,079 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,881,025 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,861,190 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,301,919 | TotalAmt |
| Program Services | $7,301,919 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,208 | TotalAmt |
| Program Services | $254,208 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $604,120 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $604,120 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,734,139 | TotalAmt |
| Program Services | $1,387,311 | ProgramServicesAmt |
| Management And General | $346,828 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,246 | TotalAmt |
| Program Services | $82,598 | ProgramServicesAmt |
| Management And General | $20,648 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,299 | TotalAmt |
| Program Services | $121,837 | ProgramServicesAmt |
| Management And General | $30,462 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,538 | TotalAmt |
| Program Services | $118,030 | ProgramServicesAmt |
| Management And General | $29,508 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,992 | TotalAmt |
| Program Services | $32,794 | ProgramServicesAmt |
| Management And General | $8,198 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $459,857 | TotalAmt |
| Fundraising | $459,857 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,125 | TotalAmt |
| Program Services | $79,300 | ProgramServicesAmt |
| Management And General | $19,825 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,468 | TotalAmt |
| Program Services | $5,175 | ProgramServicesAmt |
| Management And General | $1,293 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,252 | TotalAmt |
| Program Services | $59,403 | ProgramServicesAmt |
| Management And General | $14,849 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,238 | TotalAmt |
| Program Services | $92,190 | ProgramServicesAmt |
| Management And General | $23,048 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,054 | TotalAmt |
| Program Services | $12,045 | ProgramServicesAmt |
| Management And General | $3,009 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,165 | TotalAmt |
| Program Services | $11,332 | ProgramServicesAmt |
| Management And General | $2,833 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,556 | TotalAmt |
| Program Services | $86,845 | ProgramServicesAmt |
| Management And General | $21,711 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,963 | TotalAmt |
| Program Services | $3,170 | ProgramServicesAmt |
| Management And General | $793 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SPECIAL EVENT EXPENSES | $16,591 | $0 | $0 | $16,591 |
| REPAIRS AND MAINTENANCE | $61,053 | $48,842 | $12,211 | $0 |
| LICENSES & TAXES | $21,928 | $17,542 | $4,386 | $0 |
| RECRUITMENT | $3,653 | $2,922 | $731 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,216 | TotalAmt |
| Program Services | $212,996 | ProgramServicesAmt |
| Management And General | $53,251 | ManagementAndGeneralAmt |
| Fundraising | $43,969 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,648,580 | TotalAmt |
| Program Services | $9,930,459 | ProgramServicesAmt |
| Management And General | $1,197,704 | ManagementAndGeneralAmt |
| Fundraising | $520,417 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $484,984 | BOYAmt |
| EOY | $522,469 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,303 | BOYAmt |
| EOY | $650,109 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,920,601 | BOYAmt |
| EOY | $21,640,561 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,600 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $735,914 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $735,150 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,727 | BOYAmt |
| EOY | $764 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,307,524 | BOYAmt |
| EOY | $89,294,382 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $403,501 | BOYAmt |
| EOY | $398,401 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,533,640 | BOYAmt |
| EOY | $112,509,286 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,821 | BOYAmt |
| EOY | $289,796 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,081,793 | BOYAmt |
| EOY | $4,962,427 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,326,614 | BOYAmt |
| EOY | $5,252,223 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,711,409 | BOYAmt |
| EOY | $31,407,598 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,050,617 | BOYAmt |
| EOY | $71,349,991 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,445,000 | BOYAmt |
| EOY | $4,499,474 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,207,026 | BOYAmt |
| EOY | $107,257,063 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,533,640 | BOYAmt |
| EOY | $112,509,286 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,232,445 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,987,392 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $16,804,984 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,272,696 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,043,325 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,270,047 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,994,001 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,019,835 | CurrentTaxYearAmt |
| Total | $47,599,904 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,272,696 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,043,325 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,270,047 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,994,001 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,019,835 | CurrentTaxYearAmt |
| Total | $47,599,904 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,401,712 | SubstantialContributorsTotAmt |
| Public Support Total170 | $41,198,192 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,305,619 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,564,758 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,098,638 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,082,998 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,140,356 | CurrentTaxYearAmt |
| Total | $6,192,369 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $251,202 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,729 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,412 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,402 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,079 | CurrentTaxYearAmt |
| Total | $256,824 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $54,049,097 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,106,058 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.76224 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74920 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 2 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $76,527 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $10,533 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $163,059 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,418,587 | BeginningYearBalanceAmt |
| Contributions | $1,084,546 | ContributionsAmt |
| Investment Earnings Or Losses | $263,679 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $136,282 | GrantsOrScholarshipsAmt |
| End Year Balance | $9,630,530 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,435,729 | BeginningYearBalanceAmt |
| Contributions | $4,600 | ContributionsAmt |
| Investment Earnings Or Losses | $117,446 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $139,188 | GrantsOrScholarshipsAmt |
| End Year Balance | $8,418,587 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,838,601 | BeginningYearBalanceAmt |
| Contributions | $2,005,430 | ContributionsAmt |
| Investment Earnings Or Losses | $968,974 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,377,276 | GrantsOrScholarshipsAmt |
| End Year Balance | $8,435,729 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,091,124 | BeginningYearBalanceAmt |
| Contributions | $33,167 | ContributionsAmt |
| Investment Earnings Or Losses | $860,804 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $146,494 | GrantsOrScholarshipsAmt |
| End Year Balance | $7,838,601 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,081,640 | BeginningYearBalanceAmt |
| Contributions | $61,850 | ContributionsAmt |
| Investment Earnings Or Losses | $11,878 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $64,244 | GrantsOrScholarshipsAmt |
| End Year Balance | $7,091,124 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.16060 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.50810 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.33130 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $85,592 | OtherCostOrOtherBasisAmt |
| Depreciation | $85,592 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $650,322 | OtherCostOrOtherBasisAmt |
| Depreciation | $649,558 | DepreciationAmt |
| Book Value | $764 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $764 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $3,845,821 |
| ANNUITIES PAYABLE | $986,708 |
| DONOR ADVISED FUNDS | $57,396 |
| OTHER LIABILITIES | $72,502 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,962,427 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART V | FormAndLineReferenceDesc |
| Explanation | BANNER HEALTH FOUNDATION'S ENDOWMENT FUND CONSISTS OF 21 SEPARATE FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING EDUCATION, BEHAVIORAL HEALTH, NURSING SCHOLARSHIPS, SCHOOL-BASED CLINIC OPERATIONS, AND OTHER HEALTHCARE-RELATED ACTIVITIES TO BENEFIT THE COMMUNITY. 20 OF THESE ARE UNRESTRICTED, AND ONE IS BOARD-RESTRICTED. IN 2015, 11 OF THESE 21 FUNDS WERE ACQUIRED IN THE MERGER WITH THE UNIVERSITY MEDICAL CENTER FOUNDATION. THESE ENDOWMENT FUNDS ARE USED FOR PROGRAM SUPPORT OF VARIOUS DEPARTMENTS AT THE BANNER-UNIVERSITY MEDICAL CENTER-SOUTH CAMPUS AND THE BANNER-UNIVERSITY MEDICAL CENTER-TUCSON CAMPUS. IN ADDITION TO THESE 21 FUNDS, ONE ADDITIONAL ENDOWMENT FUNDS IS HELD BY BANNER ALZHEIMER'S FOUNDATION, A RELATED ENTITY, AND IS USED FOR THE FAMILY AND COMMUNITY SERVICES PROGRAM AT BANNER ALZHEIMER'S INSTITUTE. ACCORDINGLY, BAF'S PORTION OF THE TOTAL ENDOWMENT FUNDS IS SHOWN ON BAF'S FORM 990, SCHEDULE D. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PURSUANT | PersonNm |
| Activity | CONSULTING GIVING PRG | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Retained By Contractor | $421,555 | RetainedByContractorAmt |
| Net To Organization | -$421,555 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $421,555 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$421,555 | TotalNetToOrganizationAmt |
| Licensed States | AZ | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | STAR OF THE SEA | Event1Nm |
| Gross Receipts Event1 | $775,456 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $501,898 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $273,558 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $131,459 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $181,394 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $34,700 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $123,899 | OtherDirectExpensesEvent1Amt |
| Event2 | CANDLELIGHT | Event2Nm |
| Gross Receipts Event2 | $418,058 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $217,796 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $200,262 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $29,426 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $134,913 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $36,437 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $61,520 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $351,031 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $140,487 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $210,544 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $13,721 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $79,149 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $1,702 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $250 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $39,227 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,544,545 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $860,181 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $684,364 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $174,606 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $79,149 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $318,009 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $71,387 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $224,646 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $867,797 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$183,433 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE G, PART I, LINE 2B | FormAndLineReferenceDesc |
| Explanation | BANNER HEALTH FOUNDATION RETAINED THE PROFESSIONAL SERVICES OF THE PURSUANT GROUP INC. TO PROVIDE CONSULTING SERVICES IN REGARDS TO ITS GIVING PROGRAM. $459,857 OF CONSULTING FEES EXPENSE WAS ACCRUED IN 2015 AND $421,555 WAS PAID IN 2015. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| BANNER HEALTH | ||||||||
| 2901 N CENTRAL AVENUE SUITE 160 | PHOENIX | AZ | 850122702 | 450233470 | 501(c)(3) | $7,292,767 | $0 | GENERAL SUPPORT |
| RONALD MCDONALD HOUSE CHARITIES OF PHOENIX | ||||||||
| 501 EAST ROANOKE AVE | PHOENIX | AZ | 85004 | 860483792 | 501(c)(3) | $28,498 | $0 | GENERAL SUPPORT |
| THE UNIVERSITY OF ARIZONA FOUNDATION | ||||||||
| 1111 NORTH CHERRY AVENUE | TUCSON | AZ | 85721 | 742652689 | 501(c)(3) | $46,164 | $0 | GENERAL SUPPORT |
| BANNER MEDICAL GROUP | ||||||||
| 2901 N CENTRAL AVE | PHOENIX | AZ | 85012 | 900532830 | 501(C)(3) | $184,839 | GENERAL SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 99 | $107,700 |
| BH EMPLOYEE ASSISTANCE PROGRAM | 316 | $146,508 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE AWARDED BY A COMMITTEE WHICH REVIEWS APPLICATIONS AND MAKES AWARDS BASED ON MERIT AND AVAILABILITY OF FUNDS. FUNDS WHICH ARE RESTRICTED ARE AWARDED TO PROJECTS MEETING THE REQUIREMENTS OF THE SPECIFIC REQUEST. ALL FUNDS ARE UTILIZED FOR PROJECTS WHICH ARE MEDICAL IN NATURE. USE OF FUNDS IS MONITORED VIA THE GOVERNANCE PRACTICES OF THE RECIPIENT ORGANIZATIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANDREA KRAMER PETERSEN | ||||||||||||||
| DIRECTOR/PRESIDENT/CEO | $340,435 | $0 | $0 | $0 | $32,862 | $0 | $10,600 | $0 | $27,783 | $0 | $411,680 | $0 | $547 | $0 |
| HAZEL RICHARDS | ||||||||||||||
| VP DEVELOPMENT | $151,920 | $0 | $0 | $0 | $18,795 | $0 | $6,969 | $0 | $14,758 | $0 | $192,442 | $0 | $0 | $0 |
| KIMBERLY HOPELY | ||||||||||||||
| FOUNDATION SENIOR DIRECTOR | $130,627 | $0 | $0 | $0 | $1,091 | $0 | $5,633 | $0 | $24,267 | $0 | $161,618 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE J, PART I, LINE 3 | THE COMPENSATION OF THE ORGANIZATION'S CEO IS DETERMINED BY A RELATED TAX-EXEMPT ORGANIZATION. SEE SCHEDULE O FOR FORM 990, PART VI, LINES 15A AND 15B FOR THE PROCESS USED BY THE RELATED ORGANIZATION TO DETERMINE COMPENSATION. FORM 990, SCHEDULE J, PART I, LINE 4b EXEC 457(F) - COVERED EXECUTIVES COMPENSATED BY BANNER HEALTH. THIS NONQUALIFIED PLAN IS HELD AT FIDELITY INVESTMENTS. VESTING OCCURS UPON MEETING VESTING REQUIREMENTS (SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE) - EARLIER OF AGE 62, 5 YEARS FROM DATE OF DEPOSIT, OR RULE OF 80. TAXATION OCCURS UPON DISTRIBUTION (IF VESTED). THE ONLY CONTRIBUTIONS ALLOWED ARE EMPLOYER CONTRIBUTIONS. PAYOUT AMOUNTS ARE TAXABLE AND INCLUDED IN SCHEDULE J, PART II, COL B(III). DEPOSIT AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COL (C). NAME 457(F) PAYOUT EMPLOYER 457(F) DEPOSIT Andrea Kramer Peterson $547 $0 |
| FORM 990, SCHEDULE J, PART I, LINE 7 | BANNER HEALTH FOUNDATION'S INCENTIVE PLAN IS BASED ON TWO THINGS. FIRST, BANNER HEALTH (A RELATED TAX-EXEMPT ORGANIZATION) AS A WHOLE MUST ACHIEVE ITS NET OPERATING INCOME THRESHOLD. SECOND, THE FOUNDATION MUST ACHIEVE ITS PRODUCTION REVENUE GOAL AND MUST ACHIEVE A TARGETED OPERATION NET GOAL. AWARDS ARE GRANTED AS A PERCENTAGE OF THE PARTICIPANT'S BASE SALARY AND VARY WITH THE POSITION LEVEL OF THE PARTICIPATING EMPLOYEE, RANGING FROM 24% TO 80% OF BASE SALARY. INCENTIVE PLAN PAYMENTS ARE REPORTED ON SCHEDULE J, PART II, COL B(II). |
| SCHEDULE J, PART II | 1) BONUS LIFE INSURANCE AS PART OF BANNER HEALTH'S EXECUTIVE SELECT BENEFIT PROGRAM (ESB) CERTAIN INDIVIDUALS PARTICIPATED IN THE BONUS LIFE INSURANCE PROGRAM (BLIP). ELIGIBLE EMPLOYEES COULD ELECT TO USE PART OF THEIR ESB ALLOWANCE TO PURCHASE BLIP THROUGH NORTHWESTERN MUTUAL. THE PARTICIPATING EMPLOYEE OWNS THE POLICY AND CAN ACCESS ITS CASH VALUE. THE ENTIRE AMOUNT PURCHASED IS REPORTED AS TAXABLE COMPENSATION IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUAL: ANDREA KRAMER PETERSON $8,655 2) CASHOUT OF PAID TIME OFF In 2015, Banner eliminated the accrual of paid time off for all senior leaders. As a result, one-time CASHOUTS OF EARNED AND UNUSED PAID TIME OFF were paid. THESE AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS: ANDREA KRAMER PETERSON $ 4,654 HAZEL RICHARDS $17,771 KIMBERLY HOPELY $ 1,091 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $32,650 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,030 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $11,200 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | AIRLINE TRAVEL | 160 | $32,000 | FMV |
| Yes (X) | HOSPITAL CARE PCKG | 1 | $5,817 | FMV |
| Yes (X) | MEDIA SERVICES | 2 | $177,913 | FMV |
| Yes (X) | VACATION PACKAGES | 4 | $50,400 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, COLUMN (B) | FormAndLineReferenceDesc |
| Explanation | COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6 | APPROXIMATELY 82 DEDICATED VOLUNTEERS HELP ADVANCE THE WORK OF BANNER HEALTH FOUNDATION EACH YEAR. THESE INDIVIDUALS EMBODY OUR BELIEF THAT THE HEALTH AND WELL-BEING OF OUR COMMUNITY IS A SHARED RESPONSIBILITY. BANNER HEALTH FOUNDATION VOLUNTEERS INCLUDE PEOPLE OF ALL AGES, BACKGROUNDS AND SKILL SETS, WHICH TRULY REPRESENT THE DIVERSITY OF THE COMMUNITY WE SERVE. WHETHER WORKING BEHIND THE SCENES OR FRONT AND CENTER, BANNER HEALTH FOUNDATION VOLUNTEERS ARE COMMITTED TO HELPING OTHERS. INDIVIDUALS DONATE THEIR TIME AND TALENTS TO MAKE A DIFFERENCE BY SERVING AS MEMBERS OF THE BOARD OF DIRECTORS, MEMBERS OF VARIOUS OTHER BOARDS, CAMPAIGN CABINETS, ADVISORY COUNCILS, EVENT PLANNING COMMITTEES AND MORE. RESPONSIBILITIES INCLUDE, BUT ARE NOT LIMITED TO, OPERATIONAL OVERSIGHT, DONOR CULTIVATION, RELATIONSHIP BUILDING, EVENT PLANNING, AND PUBLIC SPEAKING. BANNER HEALTH FOUNDATION VOLUNTEERS ASSIST IN A VARIETY OF CAPACITIES AND ARE CRITICAL TO OUR SUCCESS. |
| FORM 990, PART III, LINE 2 | ON 2/28/2015 UNIVERSITY MEDICAL CENTER FOUNDATION, AN ARIZONA 501(C)(3) NON-PROFIT ORGANIZATION, WAS MERGED INTO BANNER HEALTH FOUNDATION. THIS MERGER WAS PART OF A LARGER MERGER IN WHICH THE UNIVERSITY OF ARIZONA HEALTH NETWORK MERGED INTO BANNER HEALTH. BANNER HEALTH IS THE SOLE MEMBER OF BANNER HEALTH FOUNDATION AND THE UNIVERSITY OF ARIZONA HEALTH NETWORK WAS THE SOLE MEMBER OF THE UNIVERSITY MEDICAL CENTER FOUNDATION. THE BANNER HEALTH FOUNDATION PROVIDED FINANCIAL ASSISTANCE TO PATIENTS OF THE BANNER UNIVERSITY MEDICAL CENTER TUCSON CAMPUS AND THE BANNER-UNIVERSITY MEDICAL CENTER SOUTH CAMPUS AND THEIR FAMILIES INCLUDING ASSISTANCE WITH RENT, UTILITIES, GROCERIES, TRANSPORTATION, AND OTHER ITEMS THAT ENABLE PATIENTS TO RECEIVE THE CARE THAT THEY NEED. THE FOUNDATION ALSO PROVIDED SUPPORT FOR FAMILY EDUCATION PROGRAMS, BONE MARROW TRANSPLANTATION, AND NURSING EDUCATION, AND PROVIDED VARIOUS ITEMS TO SUPPORT THE BANNER UNIVERSITY MEDICAL CENTER TUCSON CAMPUS AND THE BANNER UNIVERSITY MEDICAL CENTER SOUTH CAMPUS INCLUDING ARTWORK, CHILDRENS TOYS AND SUPPLIES TO PROMOTE A HEALING ENVIRONMENT. |
| FORM 990, PART VI, LINE 1A | THE BANNER HEALTH FOUNDATION (BHF) BOARD OF DIRECTORS IS PRIMARILY A FUNDRAISING BOARD WITHOUT FISCAL OVERSIGHT. THE BANNER HEALTH BOARD OF DIRECTORS HAS THE BROADER AUTHORITY OVER BHF AS DESCRIBED IN THE NARRATIVE FOR PART VI, LINES 7A/B. IN MANY, IF NOT ALL, SITUATIONS, THE BHF BOARD DELEGATES AUTHORITY DIRECTLY TO THE BANNER HEALTH CEO. |
| FORM 990, PART VI, LINE 2 | JOHN STRITTMATTER, CRAIG COPPOLA, AND JOHN GRAHAM HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, LINE 6 | THE SOLE VOTING MEMBER OF BANNER HEALTH FOUNDATION IS BANNER HEALTH, AN ARIZONA NONPROFIT CORPORATION EXEMPT FROM TAX AS AN ENTITY DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. |
| FORM 990, PART VI, LINE 7A AND 7B | THE MEMBER'S VOTE SHALL BE REQUIRED ON: (A) ELECTION AND REMOVAL OF DIRECTORS AS SET FORTH IN THE ORGANIZATION'S BYLAWS; (B) ELECTION AND REMOVAL OF CERTAIN OFFICERS AS SET FORTH IN THE ORGANIZATION'S BYLAWS; (C) THE ADOPTION OF ANY PLAN OF MERGER OR CONSOLIDATION; (D) THE ADOPTION OF ANY PLAN OF DISSOLUTION; (E) THE SALE OR ENCUMBRANCE OF ANY ASSET AS SET FORTH IN THE ORGANIZATION'S BYLAWS; (F) AMENDMENT OF THE ARTICLES OF INCORPORATION OR BYLAWS OF THE CORPORATION; (G) THOSE ISSUES OR MATTERS UPON WHICH THE MEMBER IS GRANTED VOTING RIGHTS AS SET FORTH IN THE ARTICLES OF INCORPORATION, THE BYLAWS, OR THE ARIZONA NONPROFIT CORPORATION ACT. THE CORPORATION MAY HAVE SUCH NONVOTING MEMBERS AS THE MEMBER SHALL CREATE AND AUTHORIZE. AT SUCH TIME AS THE MEMBER CREATES A CLASS OR CLASSES OF NONVOTING MEMBERSHIP FOR THE CORPORATION, IT SHALL AMEND THE BYLAWS ACCORDINGLY. CREATION OF ANY CLASS OF NONVOTING MEMBER SHALL BE EFFECTIVE ONLY UPON AMENDMENT OF THE BYLAWS. POWERS OF THE VOTING MEMBER - THE VOTING MEMBER SHALL HAVE AND EXERCISE THOSE POWERS HEREAFTER DESCRIBED AS WELL AS THOSE SPECIFIC POWERS SET FORTH IN OTHER SECTIONS OF THE BYLAWS. THE VOTING MEMBER SHALL: (A) APPOINT OR REMOVE THE PRESIDENT AND EVALUATE THE PERFORMANCE OF THE PRESIDENT; (B) APPOINT ALL MEMBERS OF THE BOARD OF DIRECTORS OF THE CORPORATION FOLLOWING NOMINATION BY THE BOARD OF DIRECTORS OF THE CORPORATION; (C) REVIEW AND APPROVE MISSION STATEMENTS AND STRATEGIC PLANS; (D) APPROVE THE ESTABLISHMENT OF ALL NEW CORPORATE OR PARTNERSHIP ENTITIES CREATED OR JOINED BY THE CORPORATION; (E) REVIEW AND APPROVE OPERATING AND CAPITAL BUDGETS OF THE CORPORATION; (F) APPROVE ALL UNBUDGETED EXPENDITURES OVER THRESHOLDS AND SIGNATURE AUTHORITY AS ESTABLISHED BY POLICY OF THE VOTING MEMBER; (G) APPROVE THE SALE OF ANY ASSET OVER THRESHOLDS AND SIGNATURE AUTHORITY AS ESTABLISHED BY POLICY OF THE VOTING MEMBER; (H) APPROVE MAJOR CONTRACTS OF A NATURE AND SIZE AS DETERMINED BY POLICY AND SIGNATURE AUTHORITY OF THE VOTING MEMBER; AND (I) APPROVE ALL DEBT OF THE CORPORATION OF TYPES AND LIMITS OVER THRESHOLDS AND SIGNATURE AUTHORITY AS ESTABLISHED BY POLICY OF THE VOTING MEMBER. |
| FORM 990, PART VI, LINE 11B | THE 990 IS REVIEWED BY BANNER HEALTH'S LEGAL DEPARTMENT, TAX DEPARTMENT, INTERNAL AUDIT DEPARTMENT AND CERTAIN BANNER HEALTH FOUNDATION OFFICERS. A MEETING IS HELD WITH THE TAX PREPARER AND A LINE-BY-LINE REVIEW IS DONE PRIOR TO THE FILING OF THE RETURN. THE FORM 990 WILL BE MADE AVAILABLE TO THE GOVERNING BODY AT THE NEXT REGULARLY SCHEDULED BOARD MEETING AFTER FILING. |
| FORM 990, PART VI, LINE 12C | THE BANNER HEALTH INTERNAL AUDIT DEPARTMENT PROVIDES EACH PARTY WITH A DISCLOSURE QUESTIONNAIRE. THE INTERNAL AUDIT DEPARTMENT PREPARES A SUMMARY FOR THE TAX DEPARTMENT. THIS SUMMARY IS ALSO PRESENTED TO THE AUDIT COMMITTEE. THE TAX DEPARTMENT PREPARES THE FORM 990 DISCLOSURE. THIS DISCLOSURE IS PRESENTED TO THE LEGAL DEPARTMENT FOR REVIEW. PURSUANT TO BANNER'S CONFLICT OF INTEREST POLICY, ALL BOARD MEMBERS, OFFICERS AND THE DIRECTOR OF AUDIT SERVICES MUST DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST THAT MAY GIVE RISE TO A CONFLICT OF INTEREST. |
| FORM 990, PART XI, LINE 15A & 15B | THE COMPENSATION OF THE BANNER HEALTH FOUNDATION CEO IS DETERMINED BY THE BANNER HEALTH CEO AND IS SUBJECT TO OVERSIGHT BY THE BANNER HEALTH BOARD OF DIRECTORS COMPENSATION COMMITTEE IN THE SAME MANNER AS SUCH OVERSIGHT IS EXERCISED OVER OTHER VICE PRESIDENTS AND HIGHER EXECUTIVES OF BANNER HEALTH. THE COMPENSATION OF OTHER OFFICERS OF THE BANNER HEALTH FOUNDATION IS ESTABLISHED BY THE BANNER HEALTH FOUNDATION CEO, IF THEY ARE EMPLOYEES OF THE BANNER HEALTH FOUNDATION, OR BY BANNER HEALTH, IF THEY ARE EMPLOYEES OF BANNER HEALTH, IN EACH CASE WITHIN COMPENSATION RANGES SET BY THE BANNER HEALTH COMPENSATION AND BENEFITS DEPARTMENT BASED ON MARKET DATA. BANNER HEALTH'S PROCESS TO DETERMINE THE COMPENSATION OF THE BANNER HEALTH FOUNDATION IS AS FOLLOWS: BANNER HEALTH UTILIZES A COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT DIRECTORS THAT EXERCISES OVERSIGHT OVER ALL ASPECTS OF THE COMPENSATION PAID TO OR FOR THE BENEFIT OF THE CEO AND ALL OTHER SENIOR EXECUTIVES OF BANNER HEALTH AND ANY OF ITS AFFILIATES, INCLUDING THE BANNER HEALTH FOUNDATION CEO, AND ALL OTHER PERSONS WHO CONSTITUTE "DISQUALIFIED PERSONS" WITH RESPECT TO BANNER HEALTH UNDER CODE SECTION 4958. THE COMMITTEE: - ASSESSES ANNUALLY THE PERFORMANCE OF THE CEO - RECOMMENDS TO THE BOARD APPROPRIATE COMPENSATION FOR THE CEO - REVIEWS AND DETERMINES THE EXECUTIVE TOTAL COMPENSATION PHILOSOPHY OF BANNER HEALTH - ESTABLISHES THE PERMISSIBLE RANGES OF COMPENSATION FOR SENIOR EXECUTIVES AND DISQUALIFIED PERSONS, INCLUDING THE BANNER HEALTH FOUNDATION CEO - REVIEWS AND APPROVES THE DESIGN OF THE COMPONENTS OF COMPENSATION FOR SENIOR EXECUTIVES AND ANY OTHER DISQUALIFIED PERSONS AND MONITORS COMPLIANCE OF BANNER HEALTH WITH THE PHILOSOPHY AND DESIGN COMPONENTS OF EXECUTIVE COMPENSATION - RECEIVES THE CEO'S REPORT CONCERNING THE OVERALL PERFORMANCE AND DEVELOPMENT ASSESSMENT OF THE SENIOR EXECUTIVES, INCLUDING THE BANNER HEALTH FOUNDATION CEO - ACTS FOR THE BOARD IN THE ENGAGEMENT AND DIRECT OVERSIGHT OF EXTERNAL INDEPENDENT COMPENSATION CONSULTANTS ENGAGED TO PROVIDE ADVICE AND INFORMATION WITH RESPECT TO THE REASONABLENESS AND COMPETITIVENESS OF THE COMPENSATION PAID TO THE CEO, SENIOR EXECUTIVES AND ANY OTHER DISQUALIFIED PERSONS, INCLUDING THE BANNER HEALTH FOUNDATION CEO, WHICH CONSULTANT REPORTS DIRECTLY TO THE COMMITTEE AND PERFORMS SUCH OTHER DUTIES AND DELEGATED RESPONSIBILITIES AS THE BOARD MAY ASSIGN TO THE COMMITTEE FROM TIME TO TIME. IN ADDITION, THE COMMITTEE HAS ADOPTED THE FOLLOWING BEST PRACTICES WITH RESPECT TO ITS EXECUTIVE COMPENSATION OVERSIGHT FUNCTION: REVIEWS THE REPORT OF THE VICE PRESIDENT, TOTAL COMPENSATION, REGARDING ALL MATERIALINCENTIVE PLANS, BENEFIT PLANS, AND PROGRAMS THAT APPLY TO EMPLOYEES AND PHYSICIANS GENERALLY; APPROVES THE BANNER HEALTH CEO'S RECOMMENDATIONS AS TO THE COMPENSATION OF SENIOR EXECUTIVES. THE COMPENSATION COMMITTEE MAY RETAIN EXTERNAL INDEPENDENT COMPENSATION CONSULTANTS TO THE EXTENT THE COMMITTEE DEEMS NECESSARY OR APPROPRIATE TO CARRY OUT ITS RESPONSIBILITIES. IF SO ENGAGED, THE COMMITTEE HAS RESPONSIBILITY FOR APPROVING THE FEES AND THE TERMS OF ENGAGEMENT FOR THE CONSULTANTS, AS WELL AS TERMINATION OF SUCH ENGAGEMENT. TYPICALLY, THE COMMITTEE HAS ENGAGED A CONSULTANT ANNUALLY TO REVIEW AND OPINE AS TO THE REASONABLENESS OF THE CEO'S COMPENSATION PACKAGE AND HAS ENGAGED A CONSULTANT APPROXIMATELY ONCE EVERY THREE YEARS TO REVIEW AND OPINE AS TO THE REASONABLENESS OF SENIOR EXECUTIVE AND OTHER EXECUTIVE MANAGEMENT COMPENSATION, INCLUDING THAT OF THE BANNER HEALTH FOUNDATION CEO. THE COMMITTEE PERIODICALLY REVIEWS THE RELATIONSHIP BETWEEN BANNER HEALTH AND EACH CONSULTANT TO ENSURE THE CONSULTANT'S INDEPENDENCE. IN CONNECTION WITH EACH SUCH EVALUATION, THE COMMITTEE REQUESTS A WRITTEN CERTIFICATION FROM EACH CONSULTANT THAT: - INCLUDES AN INDEPENDENCE ATTESTATION AFFIRMING THAT THE CONSULTANT HAS CONDUCTED ITS OWN INTERNAL ASSESSMENT AND, BASED ON SUCH ASSESSMENT AND ITS INTERNAL CONTROLS, CONCLUDED THAT IT HAS PERFORMED ITS SERVICES FOR THE COMMITTEE IN AN INDEPENDENT MANNER AND IS INDEPENDENT AS DEFINED IN THE INTERMEDIATE SANCTION REGULATIONS UNDER CODE SECTION 4958 - CONFIRMS THAT THE CONSULTANT REPORTS TO THE COMMITTEE THROUGH THE CHAIR OF THE COMMITTEE AND THAT ALL CONSULTING ACTIVITY FOR BANNER HEALTH CONDUCTED BY SUCH CONSULTANT DURING THE PRECEDING YEAR WAS CONDUCTED WITH THE KNOWLEDGE AND CONSENT OF THE CHAIR OF THE COMMITTEE - DETAILS THE AMOUNTS PAID BY BANNER HEALTH TO THE CONSULTANT IN ITS CAPACITY AS AN EXTERNAL COMPENSATION CONSULTANT TO THE COMMITTEE, AND THE AMOUNTS PAID BY BANNER HEALTH, IF ANY, TO THE CONSULTANT AND ITS AFFILIATES FOR ANY OTHER ENGAGEMENTS THE COMMITTEE MAY ALSO REQUIRE THE CONSULTANT TO VERIFY THAT IT MEETS THE DEFINITION OF 'INDEPENDENCE' AS DESCRIBED IN THE FORM 990 INSTRUCTIONS. COMPENSATION SURVEYS AND STUDIES ARE UTILIZED BY INDEPENDENT CONSULTANTS THAT THE COMMITTEE MAY ENGAGE FROM TIME TO TIME. THE COMPENSATION REVIEW PROCESS WAS LAST COMPLETED IN 2015. |
| FORM 990, PART VI, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND TAX RETURNS ARE AVAILABLE UPON REQUEST. COPIES ARE MAINTAINED AT EACH ADMINISTRATIVE OFFICE AND IN THE LEGAL AND TAX DEPARTMENTS. |
| FORM 990, PART XI, LINE 9 | INTERCOMPANY TRANSFERS $3,930,592 MERGER UNIVERSITY MEDICAL CENTER FOUNDATION $12,874,392 ----------- TOTAL $16,804,984 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Banner Health | ||||||||||
| 2901 N Central Ave Suite 160 | Phoenix | AZ | 85012 | 450233470 | Hospital | AZ | 501(C)(3) | 3 | NA | false |
| Banner Alzheimers Foundation | ||||||||||
| 2901 N Central Ave Suite 160 | Phoenix | AZ | 85012 | 204862361 | Support | AZ | 501(C)(3) | 7 | BANNER HLTH | Yes (true) |
| Banner Medical Group | ||||||||||
| 2901 N Central Ave Suite 160 | Phoenix | AZ | 85012 | 900532830 | MEDICAL SVS | AZ | 501(C)(3) | 3 | BANNER HLTH | Yes (true) |
| Banner Medical Group Colorado | ||||||||||
| 2901 N Central Ave Suite 160 | Phoenix | AZ | 85012 | 900532831 | MEDICAL SVS | CO | 501(C)(3) | 3 | BANNER HLTH | Yes (true) |
| Good Samaritan Community Fdn (Thru 715) | ||||||||||
| 2901 N Central Ave Suite 160 | Phoenix | AZ | 85012 | 866306490 | Support | AZ | 501(C)(3) | 11A-I | BANNER HLTH | Yes (true) |
| Casa Grande Community Hospital FDN INC | ||||||||||
| 1800 E Florence Blvd | Casa Grande | AZ | 85122 | 311726569 | Support | AZ | 501(C)(3) | 7 | BANNER HLTH | Yes (true) |
| Banner--University Medical Group | ||||||||||
| 2901 N CENTRAL AVE SUITE 160 | PHOENIX | AZ | 85012 | 942958258 | MEDICAL SVS | AZ | 501(C)(3) | 3 | BANNER HLTH | Yes (true) |
| Univ Physicians Healthcare Comm Hlth Ctr | ||||||||||
| 2901 N Central Ave Suite 160 | Phoenix | AZ | 85012 | 264586679 | MEDICAL SVS | AZ | 501(C)(3) | 3 | Banner--Univ | Yes (true) |
| The Univ of AZ Health Plans-Family Care | ||||||||||
| 2901 N Central Ave Suite 160 | Phoenix | AZ | 85012 | 463766901 | HEALTH INSUR | AZ | 501(C)(3) | 9 | BANNER HLTH | Yes (true) |
| The Univ of AZ Health Plans - UCA | ||||||||||
| 2901 N Central Ave Suite 160 | Phoenix | AZ | 85012 | 463757358 | HEALTH INSUR | AZ | 501(C)(3) | 9 | BANNER HLTH | Yes (true) |
| Caduceus Indemnity Ins Corp (Thru 715) | ||||||||||
| 745 Fort Street Suite 1000 | Honolulu | HI | 96813 | 990343363 | CAPTIVE INSUR | HI | 501(C)(3) | 11A-1 | BANNER HLTH | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt |
|---|---|---|---|---|---|---|---|---|
| Partners in Integrated Health LLC | ||||||||
| 2901 N Central Avenue Suite 160 | Phoenix | AZ | 85012 | 611700965 | Management Svs | AZ | NA | N/A |
| Banner Arizona ASC LLC | ||||||||
| 525 W Brown Road | Mesa | AZ | 85201 | 900532830 | OP Surgery Ctr | TN | NA | N/A |
| UM Leasing LLC (Thru 715) | ||||||||
| 2901 N Central Avenue Suite 160 | Phoenix | AZ | 85012 | 203400643 | Leasing | AZ | NA | N/A |
| DGV Enhanced US Equity Fund LLC | ||||||||
| 10 Second Street NE Suite 200 | Minneapolis | MN | 55413 | 472398930 | Investments | MN | NA | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Banner Plan Administration Inc | ||||||||||||||
| 445 W 5th Place Suite 101 | Mesa | AZ | 85201 | 860800246 | 3rd Party Admin | AZ | NA | C Corp | Yes (true) | |||||
| Tanana Valley Medical (Thru 115) | ||||||||||||||
| 1001 Noble Street | Fairbanks | AK | 99701 | 920049930 | Medical Services | AK | NA | C Corp | Yes (true) | |||||
| Banner Indemnity Ltd | ||||||||||||||
| 450233470 | Investments | NA | Foreign Corp | Yes (true) | 1627 E 18th St PO Box 1051 | Grand Cayman | BWI | CJ | CJ | |||||
| Banner Health Network | ||||||||||||||
| 2901 N Central Ave Suite 160 | Phoenix | AZ | 85012 | 900750689 | Accountable Care | AZ | NA | C Corp | Yes (true) | |||||
| Academic Ins Funding LTD (THRU 62015) | ||||||||||||||
| 980116943 | Captive Insurance | NA | Foreign Corp | Yes (true) | PO Box 1051 | Grand Cayman | BWI | CJ | CJ | |||||
| The Univ of Az Health Plans-U Healthcare | ||||||||||||||
| 2901 N Central Ave Suite 160 | Phoenix | AZ | 85012 | 454370907 | Health Insurance | AZ | NA | C Corp | Yes (true) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART III | FormAndLineReferenceDesc |
| Explanation | PARTNERS IN INTEGRATED HEALTH EIN: 61-1700969 ADDRESS: 2901 N CENTRAL AVE SUITE 160, PHOENIX, AZ 85006 BANNER ARIZONA ASC LLC EIN:90-0532830 ADDRESS:525 W BROWN ROAD, MESA, AZ 85201 UM LEASING, LLC (THRU 7/15) EIN: 20-3400643 ADDRESS: 2901 N CENTRAL AVENUE SUITE 160, PHOENIX, AZ 85012 DGV ENHANCED US EQUITY FUND, LLC EIN: 47-2398930 ADDRESS: 10 SECOND STREET NE SUITE 200, MINNEAPOLIS, MN 55413 | ExplanationTxt |