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Banner Health Foundation
PHOENIX, AZ · EIN 942545356 · Form 990 · FY2022 · NTEE E112 · Health Care · Large ($10M-$50M) · www.bannerhealthfoundation.org
revenue
$30.1M
expenses
$22.7M
net assets
$138.1M
employees
26
volunteers
118
program ratio
94%
mission · from form 990

BANNER HEALTH FOUNDATION (BHF) SECURES AND STEWARDS CHARITABLE CONTRIBUTIONS TO ADVANCE BANNER HEALTH'S (BH) MISSION.

profile · synthesized from sources

The Banner Health Foundation is the fundraising arm for Banner Health, a leading healthcare provider in Arizona and the Mountain West. It raises philanthropic support to advance clinical care, innovation, research, and talent development across various medical specialties within the Banner Health system. The Foundation focuses on securing funding for specific institutes and programs, including cancer care, Alzheimer's research, cardiovascular health, and orthopedics.

named programs · 9 · from sources

what they call their work

Banner Alzheimer's Institute
A center dedicated to finding effective Alzheimer's prevention therapies, establishing new standards of care for patients and caregivers, and galvanizing the fight against Alzheimer's through research and comprehensive care models.
Banner Alzheimer’s Institute
World leader in Alzheimer’s prevention research and clinical care, offering diagnostic evaluations, clinical trials, caregiver support, and community outreach with locations in Phoenix and Tucson
Banner Cardiovascular
Integrated cardiovascular care system providing prevention, diagnosis, and treatment across Arizona, including specialized centers for advanced heart care
Banner Children's
Specialized pediatric care programs within Banner Health, focused on advancing clinical excellence and access for children
Banner MD Anderson Cancer Center
Comprehensive cancer care network with locations in Gilbert, Phoenix, Scottsdale, and Colorado, offering clinical trials, precision medicine, and multidisciplinary treatment aligned with MD Anderson Houston
Banner Orthopedics & Sports Medicine
Comprehensive sports medicine and orthopedic care network including Banner Sports Medicine Scottsdale, offering injury treatment, performance training, and rehabilitation services
Be at the Heart of Health Campaign
$250 million comprehensive campaign to advance clinical care, research, and talent across Banner Health’s key service lines including cancer, cardiovascular, Alzheimer’s, orthopedics, and children’s health
Legacy Society
Recognition program for individuals who include Banner Health Foundation or Banner Alzheimer’s Foundation in their estate plans through bequests or planned gifts
The Banner Ball
Annual black-tie fundraising gala supporting Banner MD Anderson Cancer Center, featuring honorees, patient stories, and recognition of clinical excellence
activities · 5 groups

what they do

  • Philanthropic Fundraising for Medical Research and Care 8 activities
    • Fundraise through signature events to support patient care and medical programs
      Hosts annual fundraising events including The Banner Ball and the Banner Children's Open, with proceeds supporting diagnostic imaging, clinical trials, community outreach, and supportive services at Banner Health facilities.
    • Fundraising events to support patient care and medical programs
      Hosts annual signature fundraising events, including The Banner Ball and the Banner Children's Open, which generate proceeds to support cancer care, diagnostic imaging, clinical trials, community outreach, and patient support services.
    • Fundraising for Healthcare Programs
      Secures and stewards philanthropic gifts to support patient care programs, services, and medical research, including through signature annual events like The Banner Ball and the Banner Children's Open.
    • Fundraising for Healthcare Programs
      Secures and stewards philanthropic gifts to support patient care programs, services, and medical research, including through signature annual events like The Banner Ball and the Banner Children's Open.
    • Fundraising through signature events
      Hosts two annual signature fundraising events, including The Banner Ball and the Banner Children's Open, along with recognition events and educational seminars, to generate charitable support for patient care and medical programs.
    • Fundraising through signature events
      Hosts annual fundraising events including The Banner Ball and the Banner Children's Open to support patient care programs, with proceeds funding diagnostic imaging, clinical trials, community outreach, and supportive services at Banner MD Anderson Cancer Center and other locations.
    • Philanthropic gift stewardship
      Secures and stewards philanthropic gifts to advance Banner Health’s mission of improving health care access and outcomes.
    • Philanthropy stewardship and capacity building
      Secures and stewards philanthropic gifts to advance Banner Health’s mission of improving health care access and outcomes.
  • Advanced Neurosurgical and Spine Care 6 activities
    • Advanced neurology and stroke care
      Provides advanced neurology, neurosurgery, and spine care with innovative treatments, delivering Joint Commission-recognized stroke care.
    • Advanced neurology, neurosurgery, and stroke care delivery
      Provides advanced neurological and spine care with innovative treatments and Joint Commission-recognized stroke care services.
    • Deliver advanced neurology, neurosurgery, and stroke care
      Provides advanced neurology, neurosurgery, and spine care with innovative treatments and Joint Commission-recognized stroke care.
    • Delivering Neurology and Neurosurgery Care
      Provides advanced neurology, neurosurgery, and spine care with a focus on clinical excellence and innovative treatments, including stroke care recognized by the Joint Commission.
    • Delivering Neurology and Neurosurgery Care
      Provides advanced neurology, neurosurgery, and spine care, incorporating clinical excellence and innovative treatments, including stroke care recognized by the Joint Commission.
    • Provision of specialized clinical care services
      Delivers advanced care in oncology, neurology, neurosurgery, spine, cardiovascular, and dementia treatment, including Joint Commission-recognized stroke care and comprehensive diagnostic and support services for hundreds of thousands of patients.
  • Dementia Caregiver Support & Navigation 6 activities
    • Comprehensive dementia and cognitive care
      Offers a comprehensive care model for dementia including diagnostic evaluations, clinical trials, counseling, education, and support programs for patients, caregivers, and under-represented groups, serving hundreds of thousands annually.
    • Comprehensive dementia and cognitive care services
      Delivers diagnostic evaluations, clinical trials, counseling, education, and support programs for patients, caregivers, and underrepresented groups, serving hundreds of thousands through a comprehensive care model.
    • Comprehensive dementia care model
      Provides a full-spectrum care model for dementia including diagnostic evaluations, clinical trials, and education and support programs for patients, caregivers, and under-represented populations.
    • Offering Comprehensive Dementia Care
      Provides comprehensive dementia care, including diagnostic evaluations, clinical trials, counseling, education, and support programs for hundreds of thousands of patients, caregivers, and under-represented groups.
    • Offering Comprehensive Dementia Care
      Provides comprehensive dementia care, including diagnostic evaluations, clinical trials, counseling, education, and support programs for hundreds of thousands of patients, caregivers, and under-represented groups.
    • Provide comprehensive dementia care and support
      Offers diagnostic evaluations, counseling, education, clinical trials, and support programs for patients, caregivers, and under-represented groups, serving hundreds of thousands through a comprehensive care model.
  • Hyperbaric Oxygen Therapy & Provider Training 1 activity
    • Conduct clinical trials and serve large patient populations
      Has conducted nearly 200 clinical trials and served more than 1.5 million patients, contributing to medical innovation and evidence-based care delivery.
  • Uncategorized 16 activities
    • Advance patient care and medical research through charitable giving
      Supports patient care programs, expands access to care, and advances medical research through charitable gifts, including a $250 million campaign to enhance care across Arizona and the Mountain West.
    • Cardiovascular care delivery
      Provides cardiovascular care to more than half of Arizona's cardiovascular patients.
    • Cardiovascular care provision at scale
      Provides cardiovascular care services to more than half of Arizona’s cardiovascular patients.
    • Clinical research and patient care through clinical trials
      Has conducted nearly 200 clinical trials and served more than 1.5 million patients, integrating research into comprehensive care models.
    • Comprehensive sports medicine services
      Operates the largest orthopedic and sports medicine delivery system in Arizona, with multidisciplinary centers in Scottsdale and Phoenix offering surgery, physical therapy, imaging, concussion care, nutrition counseling, and sports psychology across a network of outpatient clinics, urgent care centers, and rehabilitation sites.
    • Deliver cardiovascular care to a majority of Arizona’s cardiovascular patients
      Provides cardiovascular care to more than half of Arizona's cardiovascular patients, indicating a major role in statewide heart health services.
    • Operate comprehensive sports medicine and orthopedic care network
      Operates the largest orthopedic and sports medicine system in Arizona, with multidisciplinary centers in Scottsdale and Phoenix offering surgery, physical therapy, imaging, concussion care, nutrition, and sports psychology across a network of outpatient clinics, urgent care, and rehabilitation sites.
    • Operation of sports medicine and orthopedic care network
      Operates the largest orthopedic and sports medicine delivery system in Arizona, with multidisciplinary centers in Scottsdale and Phoenix offering surgery, physical therapy, imaging, concussion care, nutrition counseling, and sports psychology across a network of outpatient clinics, urgent care centers, and rehabilitation sites.
    • Providing Cardiovascular Care
      Delivers cardiovascular care to more than half of Arizona's cardiovascular patients.
    • Providing Cardiovascular Care
      Delivers cardiovascular care to more than half of Arizona's cardiovascular patients.
    • Providing Sports Medicine Services
      Operates comprehensive sports medicine centers in Scottsdale and Phoenix, offering integrated medical and performance services including surgery, physical therapy, imaging, concussion care, nutrition counseling, and sports psychology, and is the largest orthopedic and sports medicine delivery system in Arizona.
    • Providing Sports Medicine Services
      Operates comprehensive sports medicine centers in Scottsdale and Phoenix, offering integrated medical and performance services including surgery, physical therapy, imaging, concussion care, nutrition counseling, and sports psychology, and is the largest orthopedic and sports medicine delivery system in Arizona.
    • Provision of comprehensive sports medicine and orthopedic care
      Operates the largest orthopedic and sports medicine network in Arizona, offering integrated services including surgery, physical therapy, imaging, concussion care, nutrition counseling, and sports psychology across outpatient clinics, urgent care centers, rehabilitation hospitals, and therapy sites in Phoenix and Scottsdale.
    • Support for clinical research and patient access
      Advances medical research through nearly 200 clinical trials and supports patient care programs by expanding access to care, funded through a $250 million campaign and charitable gifts that enhance services across Arizona and the Mountain West.
    • Support for patient care and medical research
      Uses charitable gifts to expand access to care, support clinical trials, and advance medical research across Arizona and the Mountain West, including a $250 million campaign to advance world-class care.
    • Support for patient care and medical research through philanthropy
      Secures and stewards charitable gifts to expand access to care, support clinical programs, and advance medical research across Arizona and the Mountain West, including through a $250 million campaign.
financials · form 990 · fy2022
revenue
Total revenue$30.13M
Contributions & grants$28.49M95%
Program service revenue$00%
Investment income$1.93M6%
Other revenue$-294K
expenses
Total expenses$22.67M
Program expenses94%
Admin / overhead5%
Fundraising1%
Salaries & benefits$4.64M
Grants paid out$16.66M
Largest expense lineCompensation
balance sheet
Total assets$144.07M
Cash$10.64M
Investments$117.64M
Liabilities$5.98M
Net assets$138.09M
Liquid reserves67.9 mo
3 years on record · 2020–2022 · YoY revenue +9.5%
leadership · form 990 part vii · fy2022

who runs it

paid leadership · 9
NameTitleHours/wkCompensation
SHIVA BIRDI MD DIRECTOR 4 $860K
ANDREA PETERSEN DIRECTOR/PRESIDENT/CEO 36 $803K
RAHUL CHAWLA MD DIRECTOR 4 $449K
MEGAN BROWNELL SR DIR/VP COMMUNITY & EXTERNAL RELATIONS 40 $320K
CHRISTY ALTER SR DIR/VP DEVELOPMENT 40 $318K
LINDA COOK SR DIR/CHIEF DEVELOPMENT OFFICER 40 $259K
HAZEL RICHARDS SR DIR/CHIEF DEVELOPMENT OFFICER 40 $223K
LOREN BOUCHARD SR DIR/CHIEF DEVELOPMENT OFFICER 40 $212K
JENNIFER ROBINSON SR DIR/CHIEF DEVELOPMENT OFFICER 40 $211K
board members · 16
  • ADAM GOODMAN — DIRECTOR
  • ALISON LEWIS — DIRECTOR
  • BRUCE WARD — DIRECTOR
  • CONNOR TRYHUS — DIRECTOR
  • DAVID BERRY — DIRECTOR
  • DAVID ROUSSEAU — DIRECTOR
  • DAVID VAN DENBURGH — DIRECTOR
  • GARRET MCKNIGHT — DIRECTOR
  • GRETCHEN KINSELLA — DIRECTOR
  • JEFF STONE — DIRECTOR
  • JEREMY SHARPE — DIRECTOR
  • JOHN GRAHAM — DIRECTOR
  • JOHN STRITTMATTER — DIRECTOR
  • JP MILLON — DIRECTOR
  • KEITH GALBUT — DIRECTOR
  • KEN VAN WINKLE — DIRECTOR
relationships · 6

who they work with

  • Banner Alzheimer’s Foundation Partner — Collaborates to support Banner Health's mission, with each foundation focusing on distinct areas of care and research.
  • Banner Health Partner — Collaborates with Banner Health to advance its mission through philanthropic support
  • Banner Sun Health Research Institute Partner — Sister organization working closely with the Banner Alzheimer’s Institute on Alzheimer’s research and clinical care.
  • Joint Commission Government — Recognized for excellence in stroke care by the Joint Commission.
  • The University of Texas MD Anderson Cancer Center Partner — Collaborates with Banner Health to provide standardized, high-quality cancer care across Banner MD Anderson locations in Arizona.
  • The University of Texas MD Anderson Cancer Center Partner — Collaborative partner in delivering leading cancer care through Banner MD Anderson Cancer Center.