BANNER HEALTH FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BANNER HEALTH FOUNDATION (EIN 94-2545356)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-12
- IRS object ID
- 201343169349304809
- 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
- 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) |
|---|---|---|
| Timestamp | 2013-11-12T14:03:08-06:00 | 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 | 942545356 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANNER HEALTH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % PAUL NOLDE-MORRISSEY | InCareOfName |
| Name Control | BANN | NameControl |
| Phone | 6027474483 | 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 | 85006 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANDREA KRAMER PETERSON | Name |
| Title | PRESIDENT/CEO | Title |
| Date Signed | 2013-11-12 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6023223000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ANDREA KRAMER PETERSEN | 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 | 85006 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13976299 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BANNERHEALTH.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1978 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 28 | TotalNbrEmployees |
| Total Nbr Volunteers | 225 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 9522696 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11043325 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2716217 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2532580 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -649850 | OtherRevenuePriorYear |
| Other Revenue Current Year | -283670 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 11589063 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13292235 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 12982329 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4971662 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2230268 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2407407 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 481582 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 353291 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 529468 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 729682 | OtherExpensePriorYear |
| Other Expenses Current Year | 998840 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 16423861 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8731200 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4834798 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4561035 | RevenuesLessExpensesCY |
| Total Assets BOY | 67042665 | TotalAssetsBOY |
| Total Assets EOY | 82092403 | TotalAssetsEOY |
| Total Liabilities BOY | 1799165 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4253466 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 65243500 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 77838937 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 7499972 | Expense |
| Grants | 4971662 | Grants |
| Description | 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. | Description |
| Total Program Service Expense | 7499972 | 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 | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | 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 | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | 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 | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 41 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 28 | 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 | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | 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 | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| 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 | PAUL NOLDE-MORRISSEY | NamePerson |
| Telephone Number | 6027474483 | 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 | 85006 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| ANDREA KRAMER PETERSEN | ||||||||
| DIRECTOR/PRESIDENT/CEO | 36.0 | 5.0 | X | X | 300370 | 0 | 31472 | |
| KEN VAN WINKLE | ||||||||
| DIRECTOR | 4.0 | 0.0 | X | 0 | 0 | 0 | ||
| DAVID BERRY | ||||||||
| DIRECTOR | 4.0 | 0.0 | X | 0 | 0 | 0 | ||
| HARRY J CAVANAGH JR MD | ||||||||
| DIRECTOR | 4.0 | 0.0 | X | 0 | 0 | 0 | ||
| CRAIG R COPPOLA | ||||||||
| DIRECTOR | 4.0 | 0.0 | X | 0 | 0 | 0 | ||
| DOUGLAS A DUCEY | ||||||||
| DIRECTOR | 4.0 | 0.0 | X | 0 | 0 | 0 | ||
| SHARON HARPER | ||||||||
| CHAIR - BOARD OF DIRECTORS | 6.0 | 0.0 | X | X | 0 | 0 | 0 | |
| ANTHONY J JANETTI | ||||||||
| DIRECTOR | 4.0 | 0.0 | X | 0 | 0 | 0 | ||
| ALFREDO J MOLINA | ||||||||
| DIRECTOR | 4.0 | 0.0 | X | 0 | 0 | 0 | ||
| TED NORTHROP JR | ||||||||
| DIRECTOR | 4.0 | 0.0 | X | 0 | 0 | 0 | ||
| RICHARD W CAMPBELL | ||||||||
| DIRECTOR | 4.0 | 0.0 | X | 0 | 0 | 0 | ||
| JEFFREY C STONE | ||||||||
| DIRECTOR/SECRETARY/TREASURER | 4.0 | 0.0 | X | X | 0 | 0 | 0 | |
| JOHN GRAHAM | ||||||||
| VICE CHAIR -BOARD OF DIRECTORS | 4.0 | 0.0 | X | X | 0 | 0 | 0 | |
| JOHN ZIDICH | ||||||||
| VICE CHAIR -BOARD OF DIRECTORS | 4.0 | 0.0 | X | X | 0 | 0 | 0 | |
| LAURA PALMER NOONE | ||||||||
| VICE CHAIR -BOARD OF DIRECTORS | 4.0 | 0.0 | X | X | 0 | 0 | 0 | |
| CHIP CARMER | ||||||||
| DIRECTOR | 4.0 | 0.0 | X | 0 | 0 | 0 | ||
| J STEPHEN RIZLEY | ||||||||
| DIRECTOR | 4.0 | 0.0 | X | 0 | 0 | 0 | ||
| PAULINA VAZQUEZ-MORRIS PT YR | ||||||||
| DIRECTOR | 4.0 | 0.0 | X | 0 | 0 | 0 | ||
| WILLIAM PEPICELLO | ||||||||
| DIRECTOR | 4.0 | 0.0 | X | 0 | 0 | 0 | ||
| MICHAEL J BENDER | ||||||||
| DIRECTOR | 4.0 | 0.0 | X | 0 | 0 | 0 | ||
| MICHAEL P DIMINO | ||||||||
| DIRECTOR | 4.0 | 0.0 | X | 0 | 0 | 0 | ||
| GARRETT MCKNIGHT | ||||||||
| DIRECTOR | 4.0 | 0.0 | X | 0 | 0 | 0 | ||
| JOHN STRITTMATTER | ||||||||
| DIRECTOR | 4.0 | 0.0 | X | 0 | 0 | 0 | ||
| MORRIS STEIN | ||||||||
| DIRECTOR | 4.0 | 0.0 | X | 0 | 0 | 0 | ||
| STEVEN MOAK | ||||||||
| DIRECTOR | 4.0 | 0.0 | X | 0 | 0 | 0 | ||
| LYNN HERNDON | ||||||||
| DIRECTOR | 4.0 | 0.0 | X | 0 | 0 | 0 | ||
| KIMBERLY BEHRENS | ||||||||
| VP DEVELOPMENT | 40.0 | 0.0 | X | 157693 | 0 | 13897 | ||
| STEFANI LAWRENCE | ||||||||
| FOUNDATIONS OPS DIRECTOR | 40.0 | 0.0 | 125513 | 0 | 14685 | X | ||
| HAZEL RICHARDS | ||||||||
| FUND DEVELOPMENT DIRECTOR | 36.0 | 4.0 | 148015 | 0 | 26657 | X | ||
| PATRICIA ELDER | ||||||||
| FUND DEVELOPMENT PROGRAM DIR. | 40.0 | 0.0 | 112325 | 0 | 23964 | X | ||
| JASON CRAIG | ||||||||
| FUND DEVELOPMENT PROGRAM DIR. | 40.0 | 0.0 | 100906 | 0 | 23245 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 944822 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 133920 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BENTZ WHALEY FLESSNER INC | |||||
| 7251 OHMS LANE | MINNEAPOLIS | MN | 55439 | CONSULTING | 187379 |
| PURSUANT | |||||
| 515 BELT LINE ROAD SUITE 900 | DALLAS | TX | 75254 | CONSULTING | 124978 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Federated Campaigns | 177640 | FederatedCampaigns |
| Fundraising Events | 579178 | FundraisingEvents |
| Related Organizations | 796016 | RelatedOrganizations |
| All Other Contributions | 9490491 | AllOtherContributions |
| Noncash Contributions | 316210 | NoncashContributions |
| Total Contributions | 11043325 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1564758 | TotalRevenueColumn |
| Exclusion | $1,564,758 | 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 |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 967822 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 967822 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 967822 | TotalRevenueColumn |
| Exclusion | $967,822 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 398665 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 579178 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 684064 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -285399 | TotalRevenueColumn |
| Exclusion | -$285,399 | ExclusionAmount |
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 |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|
| HAVASU MANAGEMENT FEE | 350 | $350 |
| SUN HEALTH FOUNDATION | 100 | $100 |
| SHULTZ DAF ADMINISTRATION FEE | 1279 | $1,279 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1729 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13292235 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,248,910 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4873830 | Total |
| Program Services | 4873830 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97832 | Total |
| Program Services | 97832 | ProgramServices |
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 | 300370 | Total |
| Management And General | 300370 | 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 | 1752792 | Total |
| Program Services | 1595096 | ProgramServices |
| Management And General | 157696 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23450 | Total |
| Program Services | 18567 | ProgramServices |
| Management And General | 4883 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 199567 | Total |
| Program Services | 155092 | ProgramServices |
| Management And General | 44475 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131228 | Total |
| Program Services | 101426 | ProgramServices |
| Management And General | 29802 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37802 | Total |
| Program Services | 30242 | ProgramServices |
| Management And General | 7560 | ManagementAndGeneral |
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 | 353291 | Total |
| Fundraising | 353291 | Fundraising |
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 | 58787 | Total |
| Program Services | 46953 | ProgramServices |
| Management And General | 11739 | ManagementAndGeneral |
| Fundraising | 95 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26160 | Total |
| Program Services | 20497 | ProgramServices |
| Management And General | 5123 | ManagementAndGeneral |
| Fundraising | 540 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99665 | Total |
| Program Services | 81790 | ProgramServices |
| Management And General | 20449 | ManagementAndGeneral |
| Fundraising | -2574 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118080 | Total |
| Program Services | 94464 | ProgramServices |
| Management And General | 23616 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21222 | Total |
| Program Services | 16977 | ProgramServices |
| Management And General | 4245 | 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 | 1141 | Total |
| Program Services | 913 | ProgramServices |
| Management And General | 228 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 232460 | Total |
| Program Services | 66958 | ProgramServices |
| Management And General | 16739 | ManagementAndGeneral |
| Fundraising | 148763 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15239 | Total |
| Program Services | 12191 | ProgramServices |
| Management And General | 3048 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| REPAIRS & MAINTENANCE | 99517 | 79614 | 19903 | |
| LICENSES & TAXES | 51919 | 41535 | 10384 | |
| SPECIAL EVENT EXPENSES | 42428 | 33156 | 8288 | 984 |
| DUES & SUBSCRIPTIONS | 8460 | 6768 | 1692 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185960 | Total |
| Program Services | 126071 | ProgramServices |
| Management And General | 31520 | ManagementAndGeneral |
| Fundraising | 28369 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8731200 | Total |
| Program Services | 7499972 | ProgramServices |
| Management And General | 701760 | ManagementAndGeneral |
| Fundraising | 529468 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 156414 | BOY |
| EOY | 1126682 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 469015 | BOY |
| EOY | 451682 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12346918 | BOY |
| EOY | 15472602 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 193058 | BOY |
| EOY | 0 | 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 | 181616 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 896905 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 701990 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 210154 | BOY |
| EOY | 194915 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36070724 | BOY |
| EOY | 64398754 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | 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 | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17414766 | BOY |
| EOY | 447768 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67042665 | BOY |
| EOY | 82092403 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 321804 | BOY |
| EOY | 224171 | 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 | 1477361 | BOY |
| EOY | 4029295 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1799165 | BOY |
| EOY | 4253466 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18010308 | BOY |
| EOY | 23117417 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43813192 | BOY |
| EOY | 51276520 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3420000 | BOY |
| EOY | 3445000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65243500 | BOY |
| EOY | 77838937 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67042665 | BOY |
| EOY | 82092403 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 4561035 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 4595344 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 3439058 | 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) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 26024247 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13964534 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5458608 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9272696 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11043325 | CurrentTaxYear |
| Total | 65763410 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 26024247 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13964534 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5458608 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9272696 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11043325 | CurrentTaxYear |
| Total | 65763410 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 24017710 | AmountsSubstContributorsTotal |
| Public Support Total170 | 41745700 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 517137 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2153037 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1303337 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1305619 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1564758 | CurrentTaxYear |
| Total | 6843888 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 693183 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33763 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2101 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 251202 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1729 | CurrentTaxYear |
| Total | 981978 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 73589276 | TotalSupport |
| Gross Receipts From Admissions Etc | 1194675 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.56728 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.62658 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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) |
|---|---|---|
| Number DA Fs Held | 1 | NumberDAFsHeld |
| Aggregate DAF Value | 129785 | AggregateDAFValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7091124 | BeginningOfYearBalance |
| Contributions | 33167 | Contributions |
| Investment Earnings Or Losses | 860804 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 146494 | GrantsOrScholarships |
| End Of Year Balance | 7838601 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7081640 | BeginningOfYearBalance |
| Contributions | 61850 | Contributions |
| Investment Earnings Or Losses | 11878 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 64244 | GrantsOrScholarships |
| End Of Year Balance | 7091124 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6347337 | BeginningOfYearBalance |
| Contributions | 19190 | Contributions |
| Investment Earnings Or Losses | 729613 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 14500 | GrantsOrScholarships |
| End Of Year Balance | 7081640 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5138337 | BeginningOfYearBalance |
| Contributions | 13000 | Contributions |
| Investment Earnings Or Losses | 1210000 | InvestmentEarningsOrLosses |
| Administrative Expenses | 14000 | AdministrativeExpenses |
| End Of Year Balance | 6347337 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7059246 | BeginningOfYearBalance |
| Contributions | 52545 | Contributions |
| Investment Earnings Or Losses | -1936469 | InvestmentEarningsOrLosses |
| Other Expenditures | 36985 | OtherExpenditures |
| End Of Year Balance | 5138337 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.19217 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.43958 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.36825 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 160991 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Book Value | 160991 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 85592 | OtherCostOrOtherBasis |
| Depreciation | 85592 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 650322 | OtherCostOrOtherBasis |
| Depreciation | 616398 | Depreciation |
| Book Value | 33924 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 194915 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITIES PAYABLE | $1,399,292 |
| DUE TO AFFILIATES | $2,502,786 |
| OTHER LIABILITIES | $127,217 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4029295 | TotalOfAmounts |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIBE THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS | Identifier |
| Return Reference | SCH D PART V | ReturnReference |
| Explanation | BANNER HEALTH FOUNDATION'S ENDOWMENT FUNDS CONSIST OF NINE INDIVIDUAL DONOR-RESTRICTED FUNDS AND ONE BOARD-DESIGNATED FUND 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. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (3 entries)
| Name Of IndividualNameOfIndividual | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|
| PURSUANT | CONSULTING GIVING PRG | false | 124978 | -124978 |
| BENTZ WHALEY FLESSNER INC | CAMPAIGN COUNSEL | false | 187379 | -187379 |
| POWERS YOUNG AND COMPANY | DEVELOPMENT WRITING | false | 69158 | -69158 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 381515 | TotalRetainedByContractors |
| Total Net To Organization | -381515 | TotalNetToOrganization |
| Licensed States | AZ | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | STARS OF SEASON | NameOfEvent1 |
| Gross Receipts Event1 | 537677 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 342544 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 195133 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 141810 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 93331 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 15232 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 300 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 157131 | OtherDirectExpensesEvent1 |
| Name Of Event2 | CANDLELIGHT | NameOfEvent2 |
| Gross Receipts Event2 | 318790 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 176840 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 141950 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 28090 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 10160 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 98115 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 4150 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 75441 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 121376 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 59794 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 61582 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 0 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 8926 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 39304 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 160 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 11914 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 977843 | GrossReceiptsTotal |
| Charitable Contributions Total | 579178 | CharitableContributionsTotal |
| Gross Revenue Total Events | 398665 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 178826 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 142795 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 113507 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 4450 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 244486 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 684064 | DirectExpenseSummaryEvents |
| Net Income Summary | -285399 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FEES PAID TO FUNDRAISER | Identifier |
| Return Reference | FORM 990, SCHEDULE G, PART I, LINE 2B | ReturnReference |
| Explanation | BANNER HEALTH FOUNDATION RETAINED THE PROFESSIONAL SERVICES OF POWERS YOUNG & COMPANY LLC TO MANAGE ITS MD ANDERSON CAMPAIGN AT A RATE OF $1,500 PER DAY. $64,658 OF MANAGEMENT FEES EXPENSE WAS ACCRUED IN 2012 AND $69,158 WAS PAID IN 2012. BANNER HEALTH FOUNDATION RETAINED THE PROFESSIONAL SERVICES OF BENTZ WHALEY FLESSNER INC TO PROVIDE CAMPAIGN COUNSEL FOR THE BANNER ALZHEIMER INSTITUTE $40,000,000 CAMPAIGN. $162,746 OF CONSULTING FEES EXPENSE WAS ACCRUED IN 2012 AND $187,379 WAS PAID IN 2012. BANNER HEALTH FOUNDATION RETAINED THE PROFESSIONAL SERVICES OF PURSUANT TO PROVIDE EXPERTISE, PRODUCTION AND IMPLEMENTATION TO ESTABLISH AN ANNUAL GIVING PROGRAM. $125,888 OF CONSULTING FEES EXPENSE WAS ACCRUED IN 2012 AND $124,978 WAS PAID IN 2012. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANNER HEALTH | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1441 N 12TH STREET | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85006 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 450233470 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 4873830 | AmountOfCashGrant |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| JANETTI SCHOLARSHIP PROGRAM | 9 | 14500 |
| BANNER HEALTH EMPLOYEE ASSISTANCE PROGRAM | 122 | 22332 |
| JENNIFER KRESSATY SCHOLARSHIP | 1 | 3000 |
| OTHER NURSING SCHOLARSHIPS | 58 | 58000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990, SCHEDULE I | Identifier |
| Return Reference | DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS | ReturnReference |
| 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANDREA KRAMER PETERSEN | ||||||||||||||
| DIRECTOR/PRESIDENT/CEO | 232449 | 0 | 51295 | 0 | 16626 | 0 | 7474 | 0 | 23998 | 0 | 331842 | 0 | 0 | 0 |
| HAZEL RICHARDS | ||||||||||||||
| FUND DEVELOPMENT DIRECTOR | 116448 | 0 | 31081 | 0 | 486 | 0 | 4834 | 0 | 21823 | 0 | 174672 | 0 | 0 | 0 |
| KIMBERLY BEHRENS | ||||||||||||||
| VP DEVELOPMENT | 130385 | 0 | 15600 | 0 | 11708 | 0 | 3733 | 0 | 10164 | 0 | 171590 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SUPPLEMENTAL COMPENSATION INFORMATION | 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. |
| SUPPLEMENTAL COMPENSATION INFORMATION - INCENTIVE PLAN - NONFIXED | 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 PARTICIPANTS 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 M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 10 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 19030 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | OPINIONS OF EXPERTS | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 16274 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty | |
| Securities Publicly Traded | SecuritiesPubliclyTraded | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 18 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 10260 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | OPINIONS OF EXPERTS | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 41883 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | ADVERTISING TIME | 1 | 95500 | COST/SELLING PRICE |
| X | ENTERTAINMENT PACKAGES | 85 | 56649 | COST/SELLING PRICE |
| X | VACATION PACKAGES | 25 | 27693 | COST/SELLING PRICE |
| X | JEWELRY AND OTHER SERVICES | 46 | 48921 | COST/SELLING PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF VOLUNTEER HOURS AND SERVICES | FORM 990, PART I, LINE 6 | APPROXIMATELY 225 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. |
| DESCRIPTION OF CLASSES OF MEMBERS | 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. |
| DESCRIPTION OF CLASSES OF MEMBERS AND THE NATURE OF THEIR RIGHTS | FORM 990, PART VI, LINES 7A and 7B | THE MEMBER'S VOTE SHALL BE REQUIRED ON: (A) ELECTION AND REMOVAL OF DIRECTORS AS SET FORTH HEREIN; (B) ELECTION AND REMOVAL OF CERTAIN OFFICERS AS SET FORTH HEREIN; (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 HEREIN; (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, THESE 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 THESE 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. |
| DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 | 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. |
| DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST | 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. |
| PROCESS FOR DETERMINING COMPENSATION OF CEO, OTHER OFFICERS, & KEY EMP. | FORM 990, PART VI, LINES 15a and 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 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 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 HEALTH FOUNDATION 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 HEALTH FOUNDATION 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 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; 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 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND | FINANCIAL STATEMENTS TO THE GENERAL PUBLIC | 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 | NET EQUITY TRANSFERS - BANNER HEALTH $3,439,058 |
| DELEGATION OF BROAD AUTHORITY | 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. |
Schedule R IRS990ScheduleR
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 ALZHEIMER'S FOUNDATION | ||||||||||
| 1441 N 12TH STREET | PHOENIX | AZ | 85006 | 204862361 | SUPPORT | AZ | 501(C)(3) | 7 | BANNER HLTH | true |
| BANNER HEALTH | ||||||||||
| 1441 N 12TH STREET | PHOENIX | AZ | 85006 | 450211470 | HOSPITAL | AZ | 501(C)(3) | 3 | NA | false |
| GOOD SAMARITAN COMMUNITY FOUNDATION | ||||||||||
| 1441 N 12TH STREET | PHOENIX | AZ | 85006 | 866306490 | SUPPORT | AZ | 501(C)(3) | 509(a)(3)I | BANNER HLTH | true |
| BANNER RESEARCH INSTITUTE | ||||||||||
| 13950 W MEEKER BLVD | SUN CITY WEST | AZ | 85375 | 860768795 | MEDICAL RES. | AZ | 501(C)(3) | 4 | BANNER HLTH | true |
| BANNER MEDICAL GROUP | ||||||||||
| 1441 N 12TH STREET | PHOENIX | AZ | 85006 | 900532830 | MEDICAL SVS | AZ | 501(C)(3) | 3 | 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 RESEARCH FORUM FOUNDATION | ||||||||||
| 11 KEEWAYDIN DRIVE SUITE 100 | SALEM | NH | 03079 | 043382717 | SUPPORT | DE | 501(C)(3) | PF | BANNER HLTH | true |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARTNER'S IN INTEGRATIVE HEALTH LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1441 NORTH 12TH STREET | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 850062837 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611700965 | EIN |
| Primary Activity | INACTIVE | PrimaryActivity |
| Legal Domicile State | AZ | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
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 ARIZONA MEDICAL CLINIC LTD | |||||||||||||
| 525 W BROWN ROAD 7TH FLOOR | MESA | AZ | 85201 | 860277198 | MEDICAL SERVICES | AZ | NA | C-CORP | true | ||||
| BANNER PLAN ADMINISTRATION INC | |||||||||||||
| 525 W BROWN RD 7TH FLOOR | MESA | AZ | 85201 | 860800246 | THIRD PARTY ADMIN | AZ | NA | C-CORP | true | ||||
| BIG THOMPSON MEDICAL GROUP INC | |||||||||||||
| 1627 E 18TH ST | LOVELAND | CO | 80538 | 841287602 | MEDICAL SERVICES | CO | NA | C-CORP | true | ||||
| MEDISUN INC (FKA BANNER MEDICUN INC) | |||||||||||||
| 1441 N 12TH STREET | PHOENIX | AZ | 85006 | 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 1051 | GRAND CAYMAN BWI | CJ | CJ | |||||
| BANNER HEALTH NETWORK | |||||||||||||
| 1441 N 12TH ST | PHOENIX | AZ | 85006 | 900750689 | ACCTBLE CARE ORG | 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 | true | 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 |
| 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 | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | 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 | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANNER ALZHEIMER'S FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | N, O | TransactionType |
| Amount Involved | 601245 | AmountInvolved |
| Method Of Amt Determination | ACTUAL COST | MethodOfAmtDetermination |