BANNER HEALTH FOUNDATION Charity Report

Public IRS 990 nonprofit record

BANNER HEALTH FOUNDATION

EIN 94-2545356 · Health Care (E112)

What they do

ESTABLISHED IN 2001, BANNER HEALTH FOUNDATION SECURES and STEWARDS CHARITABLE CONTRIBUTIONS to ADVANCE BANNER HEALTHS MISSION, INVESTING IN FACILITIES and PROGRAMS THAT SUPPORT ADVANCEMENTS IN CARE, RESEARCH, MEDICAL EDUCATION, PATIENT SERVICES, and A VARIETY of COMMUNITY BENEFITS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $95.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders39 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

97.99%of revenue went to mission work95.5% of expenses · Program services

0.81%of revenue went to fundraising0.8% of expenses

$102.56spent for every $100 of revenueSpending was higher than revenue this year.

3.75%of revenue went to management and office costs3.7% of expenses

$4.65in assets for every $1 spent this yearSome assets cannot be spent right away.

75.9%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $1,003,069 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $981,461 for ANDREA PETERSEN (DIRECTOR/PRESIDENT/CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$39,169,513

Mission workProgram services$38,383,35797.99% of revenue95.5% of expenses

ManagementOffice and general costs$1,470,3383.75% of revenue3.7% of expenses

FundraisingAsking for donations$318,8870.81% of revenue0.8% of expenses

Total expenses$40,172,582102.56% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 95.5% mission · 3.7% management · 0.8% fundraisingTotal expenses: 102.56% of revenue

2023Expense mix: 93.6% mission · 5.2% management · 0.8% fundraisingTotal expenses: 98.80% of revenue

2022Expense mix: 93.9% mission · 5.1% management · 1.0% fundraisingTotal expenses: 75.24% of revenue

2021Expense mix: 92.3% mission · 5.7% management · 2.0% fundraisingTotal expenses: 71.71% of revenue

2020Expense mix: 95.0% mission · 3.4% management · 1.6% fundraisingTotal expenses: 144.94% of revenue

2019Expense mix: 93.5% mission · 5.8% management · 0.7% fundraisingTotal expenses: 139.33% of revenue

2018Expense mix: 88.5% mission · 10.7% management · 0.8% fundraisingTotal expenses: 88.22% of revenue

2017Expense mix: 91.3% mission · 6.9% management · 1.8% fundraisingTotal expenses: 173.53% of revenue

Money in and money out

Revenue$39,169,513

Expenses$40,172,582

Annual shortfall $1,003,069 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$38,383,357 · 95.5% of expenses

Management and office costs$1,470,338 · 3.7% of expenses

Fundraising$318,887 · 0.8% of expenses

See all reported dollar amounts

Revenue$39,169,513

Expenses$40,172,582

Assets$186,856,486

Income$40,009,792

Contributions$29,744,281

Mission work (program services)$38,383,357

Fundraising$318,887

Grants given$116,212,603

Average grant$3,748,794

Management and general$1,470,338

Executive compensation (total)$2,202,992

Stocks and bonds$165,359,969

Accounting fees$79,534

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

ANDREA PETERSENDIRECTOR/PRESIDENT/CEO · 36 hrs/week $981,461Base $909,654 · Other $71,807

CHRISTY ALTERSR DIR/VP DEVELOPMENT · 40 hrs/week $383,680Base $347,484 · Other $36,196

MEGAN BROWNELLSR DIR/VP COMMUNITY & EXTERNAL RELATIONS · 40 hrs/week $365,290Base $323,762 · Other $41,528

DEBORAH SHEPPARDSR DIR/CHIEF DEVELOPMENT OFFICER · 40 hrs/week $282,567Base $250,364 · Other $32,203

JENNIFER ROBERTSONSR DIR/CHIEF DEVELOPMENT OFFICER · 40 hrs/week $253,157Base $233,455 · Other $19,702

KRISTIN LESHINSKIESENIOR DIRECTOR, CHIEF DEVELOPMENT OFFICER · 40 hrs/week $239,674Base $227,629 · Other $12,045

SHIVA BIRDI MDDIRECTOR · 4 hrs/week $179,676Base · Other $179,676

RAHUL CHAWLA MDDIRECTOR · 4 hrs/week $41,046Base · Other $41,046

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (39)

ANDREA PETERSENDIRECTOR/PRESIDENT/CEO

CHRISTY ALTERSR DIR/VP DEVELOPMENT

MEGAN BROWNELLSR DIR/VP COMMUNITY & EXTERNAL RELATIONS

DEBORAH SHEPPARDSR DIR/CHIEF DEVELOPMENT OFFICER

JENNIFER ROBERTSONSR DIR/CHIEF DEVELOPMENT OFFICER

KRISTIN LESHINSKIESENIOR DIRECTOR, CHIEF DEVELOPMENT OFFICER

SHIVA BIRDI MDDIRECTOR

RAHUL CHAWLA MDDIRECTOR

SCOTT DOUGLASDIRECTOR

ADAM GOODMANDIRECTOR

MI-AI PARRISHDIRECTOR/VICE CHAIRMAN

MICHAEL BLANTONDIRECTOR

MORRIS STEINDIRECTOR

NANCY DAVISDIRECTOR

NICK MANSOURDIRECTOR

THIRU THANGARAITHINAMDIRECTOR (AS OF 03/24)

SHARON HARPERDIRECTOR

TONY ASTORGADIRECTOR/CHAIRMAN/TREASURER

STEVE HILTONDIRECTOR

STEVEN MOAKDIRECTOR

TODD HURST MDDIRECTOR

STEVEN ORTEGADIRECTOR

SUSAN ANABLEDIRECTOR/SECRETARY

MARK PETERSONDIRECTOR

MARK LEDERMANDIRECTOR

KEN VAN WINKLEDIRECTOR

KEITH GALBUTDIRECTOR

JP MILLONDIRECTOR

JORDAN ROSENBACHDIRECTOR (AS OF 09/24)

JOHN STRITTMATTERDIRECTOR

JOHN GRAHAMDIRECTOR

JEREMY SHARPEDIRECTOR

JEFF STONEDIRECTOR

GRETCHEN KINSELLADIRECTOR

DAVID VAN DENBURGHDIRECTOR

CONNOR TRYHUSDIRECTOR

CINDY TEETSDIRECTOR

BRUCE WARDDIRECTOR

ALISON LEWISDIRECTOR

About this charity

Recognized since: January 2001
Location: 2901 N CENTRAL AVE 160, PHOENIX, AZ 85012
County: Maricopa
In care of: ANDREA PETERSEN
Primary officer: ANDREA PETERSEN, PRESIDENT & CEO

How to reach them

WebsiteVisit the charity’s website Phone(602) 747-4483

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: ERNST & YOUNG US LLP
NTEE classification: Health Care (E112)
IRS tax category: Other Grantmaking and Giving Services
Grant-giving organization: Yes