BANNER MEDICAL GROUP: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BANNER MEDICAL GROUP (EIN 90-0532830)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201303189349306245
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T16:29:44-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO NORTH CENTRAL AVENUE STE 2300 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900532830 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANNER MEDICAL GROUP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % LISA DAVIS BANNER HEALTH | InCareOfName |
| Name Control | BANN | NameControl |
| Phone | 6027474000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1441 NORTH 12TH STREET | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 850062837 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES BRANNON | Name |
| Title | PRESIDENT/CEO | Title |
| Date Signed | 2013-11-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6023223000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES BRANNON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1441 N 12TH STREET | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 850062837 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 221496048 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BANNERHEALTH.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2009 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | TO ASSIST BANNER HEALTH IN COMPLETING ITS MISSION "TO MAKE A DIFFERENCE IN PEOPLE'S LIVES THROUGH EXCELLENT PATIENT CARE "BY PROVIDING INTEGRATED AND COORDINATED CARE AND POPULATION HEALTH MGMT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2169 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5651 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4064577 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 221003799 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 48 | InvestmentIncomePriorYear |
| Investment Income Current Year | 65589 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 421009 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4064625 | TotalRevenuePriorYear |
| Total Revenue Current Year | 221496048 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 6000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6057151 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 190020231 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1080118 | OtherExpensePriorYear |
| Other Expenses Current Year | 70282881 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7137269 | TotalExpensesPriorYear |
| Total Expenses Current Year | 260309112 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3072644 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -38813064 | RevenuesLessExpensesCY |
| Total Assets BOY | 2159396 | TotalAssetsBOY |
| Total Assets EOY | 41976543 | TotalAssetsEOY |
| Total Liabilities BOY | 2396944 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 25550794 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -237548 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16425749 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO ASSIST BANNER HEALTH IN COMPLETING ITS MISSION "TO MAKE A DIFFERENCE IN PEOPLE'S LIVES THROUGH EXCELLENT PATIENT CARE "BY PROVIDING INTEGRATED AND COORDINATED CARE AND POPULATION HEALTH MANAGEMENT. | MissionDescription |
| Significant New Program Services | true | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 232813754 | Expense |
| Grants | 6000 | Grants |
| Revenue | 221003799 | Revenue |
| Description | PROVIDING INTEGRATED AND COORDINATED CARE AND POPULATION HEALTH MANAGEMENT. SEE SCHEDULE O FOR ADDITIONAL DETAIL. | Description |
| Total Program Service Expense | 232813754 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 125 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2169 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LISA DAVIS BANNER HEALTH | NamePerson |
| Telephone Number | 6027474000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1441 N 12TH STREET | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 850062837 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| KATHY BOLLINGER | |||||||||
| DIRECTOR | 4.0 | 44.0 | X | 0 | 1059127 | 36496 | |||
| RONALD BUNNELL | |||||||||
| DIRECTOR | 4.0 | 48.0 | X | 0 | 1768397 | 1096637 | |||
| CHARLES GARNER MD | |||||||||
| DIRECTOR | 20.0 | 20.0 | X | 295049 | 47348 | 28021 | |||
| HUNTER JUDKINS MD | |||||||||
| DIRECTOR | 20.0 | 20.0 | X | 0 | 352080 | 41903 | |||
| EDWARD NORMAN MD | |||||||||
| DIRECTOR | 20.0 | 20.0 | X | 0 | 303704 | 29627 | |||
| EDWARD KOWALESKI | |||||||||
| DIRECTOR | 20.0 | 20.0 | X | 399358 | 22961 | 33328 | |||
| JAMES BRANNON | |||||||||
| DIRECTOR/PRESIDENT/CHAIR/CEO | 20.0 | 20.0 | X | 595317 | 195932 | 38906 | X | ||
| PAMELA NENABER | |||||||||
| COO | 4.0 | 48.0 | 283673 | 227199 | 27731 | X | |||
| DAVID BIXBY | |||||||||
| SECRETARY | 4.0 | 48.0 | 0 | 885372 | 552994 | X | |||
| THEODORE MATTHEWS | |||||||||
| VICE PRESIDENT/TREASURER/CFO | 20.0 | 20.0 | 216031 | 93901 | 34251 | X | |||
| GUSTAV DECKER MD | |||||||||
| VICE PRESIDENT/CMO | 20.0 | 20.0 | 300043 | 0 | 15188 | X | |||
| DIANE EKSTRAND | |||||||||
| VICE PRESIDENT/CHRO | 20.0 | 20.0 | 202712 | 86860 | 27650 | X | |||
| ELIZABETH AVANT | |||||||||
| ASSISTANT SECRETARY | 4.0 | 44.0 | 0 | 84003 | 24175 | X | |||
| ROBERTA CARLSON | |||||||||
| VP OPERATIONS, ARIZONA WEST | 20.0 | 20.0 | 209332 | 0 | 19705 | X | |||
| DONALD SANADA | |||||||||
| VP OPERATIONS, ARIZONA EAST | 20.0 | 20.0 | 129900 | 108862 | 8187 | X | |||
| TRACIE NEWMAN | |||||||||
| VP OPERATIONS, ARIZONA EAST | 20.0 | 20.0 | 195443 | 71831 | 16179 | X | |||
| SCOTT BAKER | |||||||||
| VP OPERATIONS, WESTERN REGION | 20.0 | 20.0 | 0 | 292301 | 33320 | X | |||
| BETTY HINDERKS DAVIS | |||||||||
| PHYSICIAN | 40.0 | 0.0 | 0 | 2226578 | 48438 | X | |||
| MARTIN BENOIT | |||||||||
| PHYSICIAN | 40.0 | 0.0 | 0 | 1060314 | 41358 | X | |||
| KRISTEN FLYNN | |||||||||
| PHYSICIAN | 40.0 | 0.0 | 0 | 974305 | 25740 | X | |||
| PHILLIP GLEASON | |||||||||
| PHYSICIAN | 40.0 | 0.0 | 0 | 970476 | 39337 | X | |||
| SHELDON ROBERTS | |||||||||
| PHYSICIAN | 40.0 | 0.0 | 0 | 899377 | 37776 | X | |||
| ALAN GROBMAN | |||||||||
| 40.0 | 0.0 | 0 | 255220 | 7827 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2826858 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 11986148 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 2264774 | TotalOtherCompensation |
| Number Individuals GT100 K | 635 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| COMPHEALTH | |||||
| 6440 SOUTH MILLROCK DR STE 175 | SALT LAKE CITY | UT | 84121 | MEDICAL STAFFING | 2538737 |
| TRUSTHCS | |||||
| 2131 REPUBLIC ROAD | SPRINGFIELD | MO | 65807 | HLTHCARE CONSULTING | 1306832 |
| WESPAC CONSTRUCTION INC | |||||
| 9440 N 26TH STREET STE 100 | PHOENIX | AZ | 85028 | GENERAL CONTRACTOR | 1051359 |
| WEATHERBY LOCUMS INC | |||||
| 6451 N FEDERAL HWY | FORT LAUDERDALE | FL | 33308 | MEDICAL STAFFING | 791886 |
| HEALTHSTREAM | |||||
| 209 10TH AVENUE SOUTH STE 450 | NASHVILLE | TN | 37203 | HLTHCARE CONSULTING | 738361 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 24 | NumberOfContractorsGT100K |
| Related Organizations | 5651 | RelatedOrganizations |
| Total Contributions | 5651 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| HEALTHCARE SERVICES | 621110 | 220585696 | 220585696 |
| PARTNERSHIP K-1 PEORIA AZ MULTI ASC | 621500 | 352032 | 352032 |
| PARTNERSHIP K-1 THE SUN CITY OPHTHALMOLOGY ASC LLC | 621500 | 24130 | 24130 |
| PARTNERSHIP K-1 ARIZONA MEDICAL SLEEP INSTITUTE | 621500 | 41941 | 41941 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 221003799 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 65589 | TotalRevenueColumn |
| Exclusion | $65,589 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 421009 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 421009 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 421009 | TotalRevenueColumn |
| Exclusion | $421,009 | ExclusionAmount |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 221496048 | TotalRevenueColumn |
| Related Or Exempt Function Income | 221003799 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $486,598 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6000 | Total |
| Program Services | 6000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2751640 | Total |
| Management And General | 2751640 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165610099 | Total |
| Program Services | 157918572 | ProgramServices |
| Management And General | 7691527 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3006939 | Total |
| Program Services | 2786659 | ProgramServices |
| Management And General | 220280 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11278048 | Total |
| Program Services | 10126330 | ProgramServices |
| Management And General | 1151718 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7373505 | Total |
| Program Services | 6740921 | ProgramServices |
| Management And General | 632584 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1001 | Total |
| Program Services | 1001 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76882 | Total |
| Program Services | 76882 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16598197 | Total |
| Program Services | 14519192 | ProgramServices |
| Management And General | 2079005 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 720255 | Total |
| Program Services | 36932 | ProgramServices |
| Management And General | 683323 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15539842 | Total |
| Program Services | 15364188 | ProgramServices |
| Management And General | 175654 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123852 | Total |
| Program Services | 92525 | ProgramServices |
| Management And General | 31327 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9988136 | Total |
| Program Services | 8439265 | ProgramServices |
| Management And General | 1548871 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 281224 | Total |
| Program Services | 201956 | ProgramServices |
| Management And General | 79268 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 856 | Total |
| Program Services | 387 | ProgramServices |
| Management And General | 469 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4181876 | Total |
| Program Services | 4173393 | ProgramServices |
| Management And General | 8483 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3451014 | Total |
| Program Services | 3369919 | ProgramServices |
| Management And General | 81095 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| CORPORATE ALLOCATION | 10013362 | 10013362 | |
| RECRUITMENT | 822197 | 286744 | 535453 |
| STAFF DEVELOPMENT | 816842 | 14423 | 802419 |
| DUES & SUBSCRIPTIONS | 639708 | 45585 | 594123 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7027637 | Total |
| Program Services | 7027637 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 260309112 | Total |
| Program Services | 232813754 | ProgramServices |
| Management And General | 27495358 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -8103 | BOY |
| EOY | -1278933 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2167308 | BOY |
| EOY | 20861812 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 191 | BOY |
| EOY | 745482 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 781143 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 36150908 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 28402320 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 7748588 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1015023 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 11428385 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 675043 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2159396 | BOY |
| EOY | 41976543 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2396414 | BOY |
| EOY | 25270308 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 530 | BOY |
| EOY | 280486 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2396944 | BOY |
| EOY | 25550794 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -237548 | BOY |
| EOY | 16425749 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -237548 | BOY |
| EOY | 16425749 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2159396 | BOY |
| EOY | 41976543 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -38813064 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 55476361 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Current Year Minus4 Years | CurrentYearMinus4Years |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2432898 | OtherCostOrOtherBasis |
| Book Value | 2432898 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7306626 | OtherCostOrOtherBasis |
| Depreciation | 4190682 | Depreciation |
| Book Value | 3115944 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2463489 | OtherCostOrOtherBasis |
| Depreciation | 2291004 | Depreciation |
| Book Value | 172485 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 23925892 | OtherCostOrOtherBasis |
| Depreciation | 21920634 | Depreciation |
| Book Value | 2005258 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22003 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 22003 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7748588 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTERCOMPANY PAYABLES | Description |
| Amount | $280,486 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 280486 | TotalOfAmounts |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (22 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KATHY BOLLINGER | ||||||||||||||
| DIRECTOR | 0 | 523966 | 0 | 436985 | 0 | 98176 | 0 | 10000 | 0 | 26496 | 0 | 1095623 | 0 | 146466 |
| RONALD BUNNELL | ||||||||||||||
| DIRECTOR | 0 | 831018 | 0 | 931458 | 0 | 5921 | 0 | 1067855 | 0 | 28782 | 0 | 2865034 | 0 | 394025 |
| CHARLES GARNER MD | ||||||||||||||
| DIRECTOR | 260276 | 47348 | 34460 | 0 | 313 | 0 | 9853 | 0 | 18168 | 0 | 323070 | 47348 | 0 | 0 |
| HUNTER JUDKINS MD | ||||||||||||||
| DIRECTOR | 0 | 235020 | 0 | 105472 | 0 | 11588 | 0 | 10000 | 0 | 31903 | 0 | 393983 | 0 | 0 |
| EDWARD NORMAN MD | ||||||||||||||
| DIRECTOR | 0 | 194411 | 0 | 91972 | 0 | 17321 | 0 | 9211 | 0 | 20416 | 0 | 333331 | 0 | 0 |
| EDWARD KOWALESKI | ||||||||||||||
| DIRECTOR | 198059 | 22961 | 184295 | 0 | 17004 | 0 | 10000 | 0 | 23328 | 0 | 432686 | 22961 | 0 | 0 |
| JAMES BRANNON | ||||||||||||||
| DIRECTOR/PRESIDENT/CHAIR/CEO | 200926 | 195932 | 316967 | 0 | 77424 | 0 | 10000 | 0 | 28906 | 0 | 634223 | 195932 | 0 | 0 |
| PAMELA NENABER | ||||||||||||||
| COO | 77976 | 227199 | 147767 | 0 | 57930 | 0 | 10000 | 0 | 17731 | 0 | 311404 | 227199 | 0 | 0 |
| DAVID BIXBY | ||||||||||||||
| SECRETARY | 0 | 482119 | 0 | 402438 | 0 | 815 | 0 | 532357 | 0 | 20637 | 0 | 1438366 | 0 | 115233 |
| THEODORE MATTHEWS | ||||||||||||||
| VICE PRESIDENT/TREASURER/CFO | 201676 | 0 | 0 | 93901 | 14355 | 0 | 6985 | 0 | 27266 | 0 | 250282 | 93901 | 0 | 0 |
| GUSTAV DECKER MD | ||||||||||||||
| VICE PRESIDENT/CMO | 267583 | 0 | 30000 | 0 | 2460 | 0 | 0 | 0 | 15188 | 0 | 315231 | 0 | 0 | 0 |
| DIANE EKSTRAND | ||||||||||||||
| VICE PRESIDENT/CHRO | 100725 | 86860 | 90560 | 0 | 11427 | 0 | 4304 | 0 | 23346 | 0 | 230362 | 86860 | 0 | 0 |
| BETTY HINDERKS DAVIS | ||||||||||||||
| PHYSICIAN | 0 | 1234018 | 0 | 991420 | 0 | 1140 | 0 | 10000 | 0 | 38438 | 0 | 2275016 | 0 | 0 |
| MARTIN BENOIT | ||||||||||||||
| PHYSICIAN | 0 | 585821 | 0 | 457111 | 0 | 17382 | 0 | 10000 | 0 | 31358 | 0 | 1101672 | 0 | 0 |
| KRISTEN FLYNN | ||||||||||||||
| PHYSICIAN | 0 | 616611 | 0 | 339653 | 0 | 18041 | 0 | 10000 | 0 | 15740 | 0 | 1000045 | 0 | 0 |
| PHILLIP GLEASON | ||||||||||||||
| PHYSICIAN | 0 | 631052 | 0 | 320634 | 0 | 18790 | 0 | 10000 | 0 | 29337 | 0 | 1009813 | 0 | 0 |
| SHELDON ROBERTS | ||||||||||||||
| PHYSICIAN | 0 | 544636 | 0 | 336038 | 0 | 18703 | 0 | 10000 | 0 | 27776 | 0 | 937153 | 0 | 0 |
| ROBERTA CARLSON | ||||||||||||||
| VP OPERATIONS, ARIZONA WEST | 199086 | 0 | 100 | 0 | 10146 | 0 | 1262 | 0 | 18443 | 0 | 229037 | 0 | 0 | 0 |
| DONALD SANADA | ||||||||||||||
| VP OPERATIONS, ARIZONA EAST | 41992 | 0 | 4600 | 108862 | 83308 | 0 | 0 | 0 | 8187 | 0 | 138087 | 108862 | 0 | 0 |
| TRACIE NEWMAN | ||||||||||||||
| VP OPERATIONS, ARIZONA EAST | 112866 | 71831 | 37721 | 0 | 44856 | 0 | 7847 | 0 | 8332 | 0 | 211622 | 71831 | 0 | 0 |
| SCOTT BAKER | ||||||||||||||
| VP OPERATIONS, WESTERN REGION | 0 | 226851 | 0 | 47535 | 0 | 17915 | 0 | 6632 | 0 | 26688 | 0 | 325621 | 0 | 0 |
| ALAN GROBMAN | ||||||||||||||
| 0 | 145385 | 0 | 55232 | 0 | 54603 | 0 | 6273 | 0 | 1554 | 0 | 263047 | 0 | 0 | |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | SCHEDULE J, PART I, LINE 4B | THE SERP II PLAN OF BANNER HEALTH, THE SOLE MEMBER OF THE ORGANIZATION, COVERS RONALD BUNNELL AND DAVID BIXBY. THIS SERP IS HELD IN A RABBI TRUST AT NORTHERN TRUST COMPANY. EMPLOYER CONTRIBUTIONS TO SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (INCLUDED IN COL C AS DEFERRED COMPENSATION): RONALD BUNNELL - $1,057,855 DAVID BIXBY - $522,357 THE EXECUTIVE EXEC 457(F) PLAN OF BANNER HEALTH COVERS SOME OF THE OFFICERS AND DIRECTORS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A. 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. THE ONLY CONTRIBUTIONS ALLOWED ARE EMPLOYER CONTRIBUTIONS. KATHY BOLLINGER $78,113 457F CASHOUT - INCL PART II, COL BIII PAMELA NENABER $25,664 457F CASHOUT - INCL PART II, COL BIII JAMES BRANNON $59,888 BONUS LIFE POLICY - INCL PART II, COL BIII |
| NONFIXED BONUS PAYMENTS | SCHEDULE J, PART I, LINE 7 | 1. JAMES BRANNON, CHARLES GARNER, RONALD BUNNELL, DAVID BIXBY, AND KATHY BOLLINGER PARTICIPATE IN A LONG-TERM INCENTIVE PLAN (LTIP) COVERING A THREE-YEAR CYCLE FROM 2010-2012. THE LTIP WAS DESIGNED AT THE INITIATIVE OF THE BANNER BOARD WITH THE ASSISTANCE OF TOWERS PERRIN, AND ALL COMPONENTS WERE APPROVED BY THE BOARD. THE PLAN HAS THREE LEVELS OF TARGETS IN THREE AREAS: OPERATING MARGINS, COMPLETION AND PHYSICIAN UTILIZATION OF COMPUTERIZED PHYSICIAN ORDER ENTRY INSTALLATIONS AND REVENUE GROWTH. AWARDS ARE CALCULATED AS A PERCENTAGE OF AVERAGE BASE SALARY DURING THE THREE-YEAR CYCLE, AND OPPORTUNITY VARIES BY POSITION LEVEL. THE PLAN REQUIRES A THRESHOLD LEVEL OF FINANCIAL PERFORMANCE BEFORE ANY AWARDS CAN BE MADE, AND THE AMOUNT OF THE AWARDS VARIES WITH THE DEGREE OF ACHIEVEMENT OF THE TARGETS. THE MAXIMUM PAYOUT OPPORTUNITY RANGES FROM 90% TO 45% OF AVERAGE THREE-YEAR BASE SALARY. AWARDS HAVE BEEN ACCRUED UNDER THE LTIP, BUT NO PAYMENTS ARE MADE UNTIL AFTER YEAR-END AND ACHIEVEMENT IS VERIFIED BY THE BANNER HEALTH BOARD COMPENSATION COMMITTEE AND APPROVED BY THE FULL BOARD OF DIRECTORS OF BANNER HEALTH. 2012 IS A "PAYOUT" YEAR IN THE THREE-YEAR CYCLE FOR AMOUNTS EARNED 2010-2012. ALL LTIP COMPENSATION PAYMENTS ARE REPORTED IN THE INCENTIVE AND BONUS COMPENSATION SHOWN IN SCHEDULE J, PART II, COL B (II). 2. BANNER HEALTH HAS A MANAGEMENT INCENTIVE PLAN (MIP) WHICH IS BASED ON COMPANY ACHIEVEMENT OF BASE AND STRETCH TARGETS FOR SEVERAL FINANCIAL AND NON-FINANCIAL/CLINICAL QUALITY METRICS THAT ARE ESTABLISHED ANNUALLY BY THE BANNER HEALTH BOARD OF DIRECTORS. AWARDS ARE GRANTED AS A PERCENTAGE OF THE PARTICIPANTS BASE SALARY AND VARY WITH THE POSITION LEVEL OF THE PARTICIPATING EMPLOYEE, RANGING FROM 24% TO 80% OF BASE SALARY. IN 2012, THERE WERE 814 MIP PARTICIPANTS. THE MIP WAS ACCRUED IN 2011 FOR THE 2012 MIP, AND PAYOUTS ON THE 2012 MIP WERE PAID IN 2013. MIP COMPENSATION IS INCLUDED IN SCHEDULE J, PART II, COL B (II). 3. CLINICAL PHYSICIANS EMPLOYED BY BANNER ARE TYPICALLY PAID ON THE BASIS OF A COMPENSATION SYSTEM THAT INCORPORATES A BASE SALARY AND A NON-FIXED PRODUCTIVITY COMPONENT THAT IS BASED UPON THE PHYSICIAN'S PRODUCTIVITY. THE INDIVIDUALS LISTED IN FORM 990, PART VII, SECTION A, LINE 1A, WHO ARE PRACTICING PHYSICIANS HAVE A COMPONENT OF COMPENSATION THAT IS NON-FIXED. THESE AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COL B (II). |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF NEW SERVICES | FORM 990, PART III, LINE 2 | THE ORGANIZATION MERGED WITH BANNER ARIZONA MEDICAL CLINICS LTD ON 2/1/2012 IN ACCORDANCE WITH THE PLAN AS DESCRIBED ON THE FORM 1023. THE SOLE SURVIVING ENTITY WAS BANNER MEDICAL GROUP. PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINE 4 BANNER MEDICAL GROUP'S (BMG) SOLE MEMBER IS BANNER HEALTH (BH), AN ARIZONA NON-PROFIT CORPORATION, WHICH IS ALSO EXEMPT UNDER SECTION 501(C)(3). BMG WAS FORMED FOR THE PURPOSES OF ENABLING THE BH SYSTEM TO PROVIDE INTEGRATED AND COORDINATED CARE AND POPULATION HEALTH MANAGEMENT, THEREBY FURTHERING BANNER'S EXEMPT PURPOSES BY ENABLING IT TO PROVIDE HIGHER QUALITY, MORE EFFICIENT (AND LESS DUPLICATIVE) AND LESS EXPENSIVE HEALTHCARE FOR THE COMMUNITIES IT SERVES. BY CONSOLIDATING PHYSICIAN EMPLOYMENT WITHIN A SINGLE ENTITY, BMG WILL BE ABLE TO COORDINATE AND INTEGRATE WITH BH IN ORDER TO IMPROVE TRANSPARENCY AND ACCOUNTABILITY IN THE PHYSICIAN OPERATIONS AND TO ALIGN THE PHYSICIAN OPERATIONS MORE FULLY AND CONSISTENTLY WITH THE EXEMPT PURPOSES AND OPERATIONS OF BH. THIS WILL ALLOW THE BH SYSTEM TO RESPOND TO CHANGES IN THE COMMUNITY HEALTHCARE SYSTEM ENCOURAGED BY THE PATIENT PROTECTION AND AFFORDABLE CARE ACT OF 2010. BMG ACTIVITIES WILL BE PRIMARILY FUNDED THROUGH PROFESSIONAL REVENUE EARNED THROUGH THE ACTIVITIES OF THE EMPLOYED PHYSICIANS, AND SUPPORT FROM BH. BMG'S EMPLOYED PHYSICIANS WILL PROVIDE THE FOLLOWING SERVICES: A. MOST OF THE PHYSICIANS WILL BE HOUSED IN BANNER HEALTH CLINICS LOCATED THROUGHOUT THE SERVICE AREA OF BH'S ACUTE CARE HOSPITALS. THESE PHYSICIANS INCLUDE PRIMARY CARE PROVIDERS AND SPECIALISTS WHO MEET THE HEALTHCARE NEEDS OF THE AREA BY PROVIDING HIGH QUALITY HEALTHCARE IN A CONVENIENT AND PATIENT-FRIENDLY ENVIRONMENT. A NUMBER OF THESE PHYSICIANS WILL EVENTUALLY BE GROUPED INTO LARGER BANNER HEALTH CENTERS WHICH WILL PROVIDE A VARIETY OF PRIMARY AND SPECIALIST PHYSICIAN SERVICES, AND ANCILLARY SERVICES SUCH AS CLINICAL LABORATORY, IMAGING, PHYSICAL THERAPY, AMBULATORY SURGERY, AND OTHER SERVICES FOUND IN MULTI-SPECIALTY PHYSICIAN CLINIC SITES. B. ANOTHER GROUP OF BMG'S PHYSICIANS ARE WORKING, AND WILL CONTINUE TO WORK PRIMARILY IN BH'S ACUTE CARE HOSPITALS TO PROVIDE SPECIALTY PROCEDURE-BASED CARE, SUCH AS CARDIOLOGY, GASTROENTEROLOGY, UROLOGY, RADIOLOGY, CARDIOVASCULAR SURGERY, BARIATRIC SURGERY, ORTHOPEDIC SURGERY AND GENERAL SURGERY. THIS GROUP OF PHYSICIANS ALSO INCLUDES HOSPITALISTS, WHO PROVIDE 24/7 CARE FOR PATIENTS ADMITTED TO BH'S ACUTE CARE HOSPITALS, AND INTENSIVISTS, WHO PROVIDE CARE FOR PATIENTS ADMITTED TO BH'S INTENSIVE CARE UNITS, INCLUDING INTENSIVISTS WHO ARE EMPLOYED IN BH'S E-ICU, A REMOTE ICU MONITORING SYSTEM THAT ENABLES HIGHLY TRAINED AND EXPERIENCED INTENSIVISTS HOUSED IN REMOTE MONITORING CENTERS TO OBSERVE AND MONITOR ICU PATIENTS ON A 24/7 BASIS, INCLUDING PATIENTS ADMITTED TO ICU'S IN BH'S SMALLER, RURAL HOSPITALS. C. ANOTHER COMPONENT OF APPLICANT'S PHYSICIANS AND ALLIED HEALTH PROVIDERS PROVIDE OCCUPATIONAL HEALTH SERVICES IN BH'S OCCUPATIONAL HEALTH CLINICS. THESE CLINICS PROVIDE TRADITIONAL WORKERS COMPENSATION, EMPLOYEE HEALTH EVALUATIONS AND SIMILAR SERVICES, BOTH FOR BH'S SUBSTANTIAL WORKFORCE AND FOR EMPLOYERS IN THE COMMUNITIES SERVED BY BH'S HOSPITALS. |
| DESCRIPTION OF MEMBERS | FORM 990, PART VI, LINE 6 | THE SOLE MEMBER OF THE CORPORATION IS BANNER HEALTH, AN ARIZONA NONPROFIT CORPORATION. |
| DESCRIPTION OF MEMBER RIGHTS | FORM 990, PART VI, LINE 7A | THE BOARD OF DIRECTORS OF BANNER HEALTH, THE SOLE MEMBER, ELECTS THE BOARD OF DIRECTORS OF BANNER MEDICAL GROUP. A MAJORITY OF THE MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO BE PHYSICIANS WHO ARE EMPLOYED BY BANNER MEDICAL GROUP OR AN AFFILIATE OF BANNER MEDICAL GROUP FOR THE PRIMARY PURPOSE OF PROVIDING CLINIC SERVICES. ANY DIRECTOR MAY BE REMOVED BY BANNER HEALTH AT ANY TIME, WITH OR WITHOUT CAUSE. |
| DESCRIPTION OF MEMBER RESERVE POWERS | FORM 990, PART VI, LINE 7B | BANNER HEALTH, THE SOLE MEMBER, SHALL HAVE AND EXERCISE THE POWERS HEREAFTER DESCRIBED: (A) APPOINT OR REMOVE THE PRESIDENT, THE CHIEF FINANCIAL OFFICER, THE CHIEF MEDICAL OFFICER, AND OTHER EXECUTIVE EMPLOYEES OF THE CORPORATION; (B) EVALUATE THE PERFORMANCE OF, AND ESTABLISH THE COMPENSATION OF, THE PRESIDENT; (C) REVIEW AND APPROVE THE COMPENSATION OF THE CHIEF FINANCIAL OFFICER, THE CHIEF MEDICAL OFFICER, AND OTHER EXECUTIVE EMPLOYEES OF THE CORPORATION; (D) APPOINT OR REMOVE ALL MEMBERS OF THE BOARD OF DIRECTORS OF THE CORPORATION, WHICH SHALL BE DONE BY VOTE OF THE BOARD OF DIRECTORS OF THE MEMBER; (E) REVIEW AND APPROVE MISSION STATEMENTS AND STRATEGIC PLANS; (F) APPROVE THE ESTABLISHMENT OF ALL NEW CORPORATE OR PARTNERSHIP ENTITIES CREATED OR JOINED BY THE CORPORATION; (G) REVIEW AND APPROVE OPERATING AND CAPITAL BUDGETS OF THE CORPORATION; (H) APPROVE ALL UNBUDGETED EXPENDITURES OVER THRESHOLDS AND SIGNATURE AUTHORITY AS ESTABLISHED BY POLICY OF THE MEMBER; (I) APPROVE THE PURCHASE OR SALE OF ANY ASSET OVER THRESHOLDS AND SIGNATURE AUTHORITY AS ESTABLISHED BY POLICY OF THE VOTING MEMBER, OR THE MERGER OR CONSOLIDATION OF THE CORPORATION WITH OR INTO ANY OTHER ENTITY; (J) APPROVE MAJOR CONTRACTS OF A NATURE AND SIZE AS DETERMINED BY POLICY AND SIGNATURE AUTHORITY OF THE MEMBER; (K) APPROVE ALL DEBT AND GUARANTIES OF THE CORPORATION OF TYPES AND LIMITS OVER THRESHOLDS AND SIGNATURE AUTHORITY AS ESTABLISHED BY POLICY OF THE MEMBER; (L) APPROVE THE INFORMATION TECHNOLOGY INFRASTRUCTURE OF THE CORPORATION; (M) APPROVAL OF THE COMPENSATION PHILOSOPHY, MODELS AND METHODOLOGY FOR CLINICAL PHYSICIANS EMPLOYED BY THE CORPORATION; (N) APPROVAL OF THE PATIENT FINANCIAL ASSISTANCE POLICIES APPLICABLE TO SERVICES PROVIDED BY THE CLINICAL PHYSICIANS AND OTHER HEALTH PROFESSIONALS EMPLOYED BY THE CORPORATION; AND (O) APPROVAL OF ANY ACTION, OR THE PROHIBITION OF ANY ACTION, IN EACH AS IS REASONABLY NECESSARY TO PRESERVE THE STATUS OF THE MEMBER AND OF THE CORPORATION AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE CODE. |
| DESCRIPTION OF PROCESS TO REVIEW FORM 990 | FORM 990, PART VI, LINE 11 | THE 990 IS REVIEWED BY BANNER HEALTH'S LEGAL DEPARTMENT, TAX DEPARTMENT, INTERNAL AUDIT DEPARTMENT AND CERTAIN BANNER MEDICAL GROUP 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. |
| DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST | FORM 990, PART VI, LINE 12C | BANNER MEDICAL GROUP HAS ADOPTED THE BANNER HEALTH CONFLICT OF INTEREST POLICY. THIS POLICY REQUIRES THE INTERNAL AUDIT DEPARTMENT OF BANNER HEALTH TO PROVIDE 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 HEALTH'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. |
| PROCESS FOR DETERMINING COMPENSATION | FORM 990, PART VI, LINES 15A AND 15B | THE COMPENSATION OF THE BANNER MEDICAL GROUP CEO IS DETERMINED BY THE BANNER HEALTH EXECUTIVE VICE-PRESIDENT/CHIEF MEDICAL OFFICER 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 BANNER MEDICAL GROUP IS ESTABLISHED BY THE BANNER MEDICAL GROUP CEO, IF THEY ARE EMPLOYEES OF BANNER MEDICAL GROUP, 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 BANNER MEDICAL GROUP IS AS FOLLOWS: BANNER HEALTH UTILIZES A COMPENSATION COMMITTEE 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 BANNER MEDICAL GROUP CEO, AND ALL OTHER PERSONS WHO CONSTITUTE "DISQUALIFIED PERSONS" WITH RESPECT TO BANNER HEALTH UNDER CODE SECTION 4958. THE COMMITTEE ANNUALLY 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 MEDICAL GROUP CEO; REVIEWS AND APPROVES THE DESIGN OF THE COMPONENTS OF COMPENSATION FOR SENIOR EXECUTIVES AND ANY OTHER DISQUALIFIED PERSONS; MONITORS COMPLIANCE OF BANNER HEALTH AND AFFILIATES WITH THE PHILOSOPHY AND DESIGN COMPONENTS OF EXECUTIVE COMPENSATION; RECEIVES THE BANNER HEALTH CEO'S REPORT CONCERNING THE OVERALL PERFORMANCE AND DEVELOPMENT ASSESSMENT OF THE SENIOR EXECUTIVES, INCLUDING THE BANNER MEDICAL GROUP CEO; ACTS FOR THE BOARD IN THE APPOINTMENT, ESTABLISHMENT OF COMPENSATION 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, 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: RECEIVES THE REPORT OF THE VICE PRESIDENT, TOTAL COMPENSATION, REGARDING ALL MATERIAL INCENTIVE 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 MEDICAL GROUP 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; AND 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. |
| AVAILABILITY OF CERTAIN DOCUMENTS | 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. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 9 | INTERCOMPANY TRANSFERS 54,601,259 ACCRUED INCENTIVE 1,293,205 BOOK/TAX DIFFERENCES (418,103) ------------ OTHER CHANGES IN FUND BALANCE $55,476,361. ============ |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (10 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| BANNER PRIMARY CARE PHYSICIANS AZ LLC | |||||||||
| 1441 N 12TH STREET | PHOENIX | AZ | 85006 | 900730400 | MEDICAL SVS | AZ | 32172731 | 11960607 | BMG |
| BANNER PHYSICIAN SPECIALISTS AZ LLC | |||||||||
| 1441 N 12TH STREET | PHOENIX | AZ | 85006 | 900730397 | MEDICAL SVS | AZ | 77293127 | 1467615 | BMG |
| BANNER PHYSICIAN SUPER-SPECIALISTS AZ LL | |||||||||
| 1441 N 12TH STREET | PHOENIX | AZ | 85006 | 900730402 | MEDICAL SVS | AZ | 16176129 | 314564 | BMG |
| BANNER HOSPITAL BASED PHYSICIANS AZ LLC | |||||||||
| 1441 N 12TH STREET | PHOENIX | AZ | 85006 | 900730395 | MEDICAL SVS | AZ | 31338057 | 69369 | BMG |
| BANNER OCCUPATIONAL HEALTH AZ LLC | |||||||||
| 1441 N 12TH STREET | PHOENIX | AZ | 85006 | 900730390 | MEDICAL SVS | AZ | 1311967 | 1934190 | BMG |
| BANNER URGENT CARE ARIZONA LLC | |||||||||
| 1441 N 12TH STREET | PHOENIX | AZ | 85006 | 900735044 | MEDICAL SVS | AZ | 0 | 0 | BMG |
| BANNER CANCER CENTER SPECIALISTS LLC | |||||||||
| 1441 N 12TH STREET | PHOENIX | AZ | 85006 | 900730387 | MEDICAL SVS | AZ | 6533930 | 637289 | BMG |
| BANNER HEALTH PHYSICIANS WEST LLC | |||||||||
| 1441 N 12TH STREET | PHOENIX | AZ | 85006 | 900735046 | MEDICAL SVS | AZ | 6357789 | 3984247 | BMG |
| BANNER HOSPITAL BASED PHYSICIANS W LLC | |||||||||
| 1441 N 12TH STREET | PHOENIX | AZ | 85006 | 900735043 | MEDICAL SVS | AZ | 0 | 0 | BMG |
| BANNER CHILDREN'S-BANNER HLTH CLINIC LLC | |||||||||
| 1441 N 12TH STREET | PHOENIX | AZ | 85006 | 900733282 | MEDICAL SVS | AZ | 0 | 0 | BMG |
Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| BANNER HEALTH | ||||||||||
| 1441 N 12TH STREET | PHOENIX | AZ | 85006 | 450234470 | HOSPITAL | AZ | 501(C)(3) | 3 | NA | false |
| BANNER HEALTH FOUNDATION | ||||||||||
| 1441 N 12TH STREET | PHOENIX | AZ | 85006 | 942545356 | SUPPORT | AZ | 501(C)(3) | 7 | BANNER HLTH | true |
| BANNER ALZHEIMER'S FOUNDATION | ||||||||||
| 1441 N 12TH STREET | PHOENIX | AZ | 85006 | 204862361 | SUPPORT | AZ | 501(C)(3) | 7 | BANNER HLTH | true |
| BANNER RESEARCH INSTITUTE | ||||||||||
| 1441 N 12TH STREET | PHOENIX | AZ | 85006 | 860766795 | MEDICAL RES. | AZ | 501(C)(3) | 4 | BANNER HLTH | true |
| BANNER MEDICAL GROUP COLORADO | ||||||||||
| 1441 N 12TH STREET | PHOENIX | AZ | 85006 | 900532831 | MEDICAL SVS | CO | 501(C)(3) | 3 | BANNER HLTH | true |
| ALZHEIMER'S RESEARCH FORUM FOUNDATION | ||||||||||
| 11 KEEWAYDIN DRINVE STE 100 | SALEM | NH | 03079 | 043382717 | SUPPORT | DE | 501(C)(3) | PF | BANNER HLTH | true |
| GOOD SAMARITAN COMMUNITY FOUNDATION | ||||||||||
| 1441 N 12TH STREET | PHOENIX | AZ | 85006 | 866306490 | MEDICAL SVS | AZ | 501(C)(3) | 509(A)(3)I | BANNER HLTH | true |
Form990 Schedule R Part IV Form990ScheduleRPartIV (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BANNER AZ MED CLINIC LTD (THRU 212012) | |||||||||||||
| 13760 N 93RD AVE | PEORIA | AZ | 85381 | 860277198 | MEDICAL SVS | AZ | NA | C-CORP | true | ||||
| BANNER PLAN ADMINISTRATION INC | |||||||||||||
| 445 W 5TH PLACE STE 101 | MESA | AZ | 85201 | 860800246 | THIRD PARTY AD | AZ | NA | C-CORP | true | ||||
| BIG THOMPSON MED GROUP INC (THRU 7112) | |||||||||||||
| 1627 E 18TH ST | LOVELAND | CO | 80538 | 841287602 | MEDICAL SERVICES | CO | NA | C-CORP | true | ||||
| MEDISUN INC (FKA BANNER MEDISUN INC) | |||||||||||||
| 13632 N 99TH AVE STE B | SUN CITY | AZ | 85351 | 860522728 | PSO-INSURANCE | AZ | NA | C-CORP | true | ||||
| BANNER HEALTH TANANA VALLEY MEDICAL -SUR | |||||||||||||
| 1001 NOBLE STREET | FAIRBANKS | AK | 99701 | 920049930 | MEDICAL SERVICES | AK | NA | C-CORP | true | ||||
| BANNER INDEMNITY LTD (FKA SIFL) | |||||||||||||
| 450233470 | INVESTMENTS | NA | FOREIGN CORP. | true | PO BOX 1085 GT WEST BAY ROAD | GRAND CAYMAN | CJ | CJ | |||||
| BANNER HEALTH NETWORK | |||||||||||||
| 1331 N 12TH STREET | PHOENIX | AZ | 85006 | 900750689 | ACCOUNTABLE CARE | AZ | NA | C-CORP | true | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |