Skip to content
Nonprofiteer
← BANNER-UNIVERSITY MEDICAL GROUP

Form 990 for tax year 2023

Filed by BANNER-UNIVERSITY MEDICAL GROUP.

Totals

Total revenue
$538,849,638
Total expenses
$705,942,769
Contributions and grants received
$1,094,453
Grants paid
$1,550,863
Program service revenue
$537,755,185
Investment income
$0
Other revenue
$0
Total assets, end of year
$90,744,185
Total liabilities, end of year
$71,348,002
Net assets or fund balances, end of year
$19,396,183
Program services expenses (Part IX)
$634,339,041
Management and general expenses
$71,603,728
Fundraising expenses
$0
Program service expenses (Part III)
$634,339,041

Program services were 89.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $847,717

  • 1e · Government grants (contributions)

    $116,772

  • 1f · All other contributions, gifts and grants

    $129,964

  • 2a · Program service revenue: Healthcare Services

    total $537,755,185 · related or exempt $537,755,185

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,550,863 · program services $1,550,863

  • 5 · Compensation of officers, directors and key employees

    total $894,134 · management and general $894,134

  • 7 · Other salaries and wages

    total $509,764,380 · program services $498,164,858 · management and general $11,599,522

  • 8 · Pension plan contributions

    total $10,128,956 · program services $9,881,143 · management and general $247,813

  • 9 · Other employee benefits

    total $29,140,838 · program services $28,427,885 · management and general $712,953

  • 10 · Payroll taxes

    total $24,042,545 · program services $23,454,326 · management and general $588,219

  • 11b · Fees: legal

    total $221,835 · management and general $221,835

  • 11g · Fees: other

    total $49,320,862 · program services $46,361,610 · management and general $2,959,252 · fundraising $0

  • 12 · Advertising and promotion

    total $13,620 · management and general $13,620

  • 13 · Office expenses

    total $757,253 · program services $711,818 · management and general $45,435

  • 14 · Information technology

    total $443,288 · program services $416,691 · management and general $26,597

  • 16 · Occupancy

    total $4,878,773 · program services $4,586,047 · management and general $292,726

  • 17 · Travel

    total $793,815 · program services $746,186 · management and general $47,629

  • 19 · Conferences, conventions and meetings

    total $26,448 · program services $24,861 · management and general $1,587

  • 20 · Interest

    total $160,274 · management and general $160,274

  • 22 · Depreciation, depletion and amortization

    total $2,520,412 · program services $2,369,187 · management and general $151,225

  • 23 · Insurance

    total $13,559,784 · program services $12,746,197 · management and general $813,587

  • 24a · Other expenses: Billing and Coding

    total $29,823,083 · management and general $29,823,083

  • 24b · Other expenses: Corporate Allocations

    total $13,724,231 · management and general $13,724,231

  • 24c · Other expenses: Other

    total $9,129,790 · management and general $9,129,790

  • 24d · Other expenses: Medical Supplies

    total $2,543,990 · program services $2,543,990

  • 24e · All other expenses

    total $2,503,595 · program services $2,353,379 · management and general $150,216 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,570 · end of year $4,063

  • 4 · Accounts receivable

    beginning of year $70,469,298 · end of year $54,759,782

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,594,186 · end of year $630,908

  • 10a · Land, buildings and equipment: cost or other basis

    $38,687,498

  • 10b · Land, buildings and equipment: accumulated depreciation

    $21,388,163

  • 10c · Land, buildings and equipment, net

    beginning of year $11,373,797 · end of year $17,299,335

  • 12 · Investments: other securities

    beginning of year $30,406 · end of year $34,708

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $39,832 · end of year $39,832

  • 15 · Other assets

    beginning of year $13,270,389 · end of year $17,975,557

  • 17 · Accounts payable and accrued expenses

    beginning of year $56,542,155 · end of year $49,665,054

  • 19 · Deferred revenue

    beginning of year $3,267,755 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $17,261,397 · end of year $21,682,948

  • 27 · Net assets without donor restrictions

    beginning of year $21,677,765 · end of year $19,361,475

  • 28 · Net assets with donor restrictions

    beginning of year $30,406 · end of year $34,708

Mission and programs · 2023

Mission

ASSIST Banner Health COMPLETE ITS MISSION TO MAKE HEALTH CARE EASIER SO LIFE CAN BE BETTER BY PROVIDING INTEGRATED & COORDINATED CARE & POPULATION HEALTH MANAGEMENT.

Activities or mission (Part I)

ASSIST BANNER HEALTH (BH) COMPLETE ITS MISSION TO MAKE HEALTH CARE EASIER SO LIFE CAN BE BETTER BY PROVIDING INTEGRATED & COORDINATED CARE & POPULATION HEALTH MANAGEMENT.

  • BANNER-UNIVERSITY MEDICAL GROUP (BUMG) IS COMPRISED OF APPROXIMATELY 1,000 PHYSICIANS. THE PHYSICIANS PRACTICE AT Banner Health's HOSPITALS AND AT NUMEROUS HOSPITALS AND CLINICS ACROSS TUCSON, SOUTHERN ARIZONA, AND NEVADA. WITH THE CONNECTIONS TO THE UNIVERSITY OF ARIZONA COLLEGE OF MEDICINE, BUMG PHYSICIANS EDUCATE MORE THAN 500 MEDICAL STUDENTS AND TRAIN NEARLY AS MANY POSTGRADUATE MEDICAL RESIDENTS ANNUALLY. THEY ALSO CONDUCT RESEARCH AT THE UNIVERSITY OF ARIZONA'S CANCER CENTER, STEELE CHILDREN'S RESEARCH CENTER, ARIZONA ARTHRITIS CENTER, SARVER HEART CENTER, AND MANY OTHER FACILITIES AND PROGRAMS.

    Expenses $634,339,041 · Grants $1,550,863 · Revenue $537,755,185

As filed on the 2023 return.

Listed in Part VII

  • Dennis Laraway

    Director/Treasurer (UNTIL 3/3/23) / CFO - Banner Health

    Total calculated
    $1,956,159
    From this org
    $0
    From related orgs
    $1,944,940
    Other
    $11,219
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $189,883 related
    Bonus
    $0 + $1,599,645 related
    Other
    $0 + $155,412 related
    Deferred
    $0 + $7,641 related
    Nontaxable benefits
    $0 + $3,578 related
    Filer's total
    $0 + $1,956,159 related
  • Michael Dake

    Co-Chairman

    Total calculated
    $0
    Hours/week
    4
  • Michael Kupferman MD

    DIRECTOR/SENIOR VP, PHYSICIAN ENTERPRISE

    Total calculated
    $1,056,275
    From this org
    $0
    From related orgs
    $805,342
    Other
    $250,933
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $639,046 related
    Bonus
    $0 + $142,140 related
    Other
    $0 + $24,156 related
    Deferred
    $0 + $221,108 related
    Nontaxable benefits
    $0 + $29,825 related
    Filer's total
    $0 + $1,056,275 related
  • Staci Dickerson

    TREASURER

    Total calculated
    $1,481,563
    From this org
    $0
    From related orgs
    $1,012,763
    Other
    $468,800
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $397,191 related
    Bonus
    $0 + $300,000 related
    Other
    $0 + $315,572 related
    Deferred
    $0 + $460,194 related
    Nontaxable benefits
    $0 + $8,606 related
    Filer's total
    $0 + $1,481,563 related
  • Venkata Evani MD

    Co-Chairman / CEO

    Total calculated
    $894,134
    From this org
    $737,362
    From related orgs
    $0
    Other
    $156,772
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $524,500
    Bonus
    $162,509
    Other
    $50,353
    Deferred
    $138,817
    Nontaxable benefits
    $17,955
    Filer's total
    $894,134
  • Fredric Wondisford MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4
  • Guy Reed

    Director (until 10/13/23)

    Total calculated
    $0
    Hours/week
    4
  • Marjorie Bessel MD

    Director / CCO - Banner Health

    Total calculated
    $2,822,935
    From this org
    $0
    From related orgs
    $2,010,592
    Other
    $812,343
    Hours/week
    2 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $663,447 related
    Bonus
    $0 + $1,221,628 related
    Other
    $0 + $125,517 related
    Deferred
    $0 + $794,685 related
    Nontaxable benefits
    $0 + $17,658 related
    Filer's total
    $0 + $2,822,935 related
  • Michael Abecassis

    Director

    Total calculated
    $0
    Hours/week
    4
  • Lisa Rulney

    Secretary

    Total calculated
    $0
    Hours/week
    4
  • Evan Lederman MD

    SUPERVISOR, FACULTY PHYSICIAN PROGRAM DIRECTOR - SPORTS MEDICINE

    Total calculated
    $1,320,657
    From this org
    $1,307,116
    From related orgs
    $0
    Other
    $13,541
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,077,092
    Bonus
    $200,000
    Other
    $30,024
    Deferred
    $10,269
    Nontaxable benefits
    $3,272
    Filer's total
    $1,320,657
  • Francisco Arabia MD

    PHYSICIAN EXECUTIVE ADVANCE HEART FAILURE

    Total calculated
    $1,726,192
    From this org
    $1,699,063
    From related orgs
    $0
    Other
    $27,129
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,088,707
    Bonus
    $487,324
    Other
    $123,032
    Deferred
    $9,058
    Nontaxable benefits
    $18,071
    Filer's total
    $1,726,192
  • Rishi Gosalia MD

    Physician

    Total calculated
    $1,530,030
    From this org
    $1,485,772
    From related orgs
    $0
    Other
    $44,258
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $492,815
    Bonus
    $972,237
    Other
    $20,720
    Deferred
    $13,200
    Nontaxable benefits
    $31,058
    Filer's total
    $1,530,030
  • Tamim Sultani MD

    Physician

    Total calculated
    $1,681,978
    From this org
    $1,662,668
    From related orgs
    $0
    Other
    $19,310
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $545,143
    Bonus
    $1,116,385
    Other
    $1,140
    Deferred
    $9,207
    Nontaxable benefits
    $10,103
    Filer's total
    $1,681,978
  • Toshinobu Kazui MD

    PHYSICIAN

    Total calculated
    $1,394,452
    From this org
    $1,357,888
    From related orgs
    $0
    Other
    $36,564
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $747,565
    Bonus
    $599,346
    Other
    $10,977
    Deferred
    $13,200
    Nontaxable benefits
    $23,364
    Filer's total
    $1,394,452
  • Carol Karp

    Former Director

    Total calculated
    $540,167
    From this org
    $0
    From related orgs
    $501,602
    Other
    $38,565
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $344,762 related
    Bonus
    $0 + $122,430 related
    Other
    $0 + $34,410 related
    Deferred
    $0 + $15,770 related
    Nontaxable benefits
    $0 + $22,795 related
    Filer's total
    $0 + $540,167 related
  • Donald Nordlund

    Director / Chief Strategy/Growth Officer - Banner Health

    Total calculated
    $2,691,224
    From this org
    $0
    From related orgs
    $1,817,866
    Other
    $873,358
    Hours/week
    8 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $701,412 related
    Bonus
    $0 + $1,005,991 related
    Other
    $0 + $110,463 related
    Deferred
    $0 + $854,057 related
    Nontaxable benefits
    $0 + $19,301 related
    Filer's total
    $0 + $2,691,224 related
  • George Damron

    Former VP Financial Operations & Division CFO

    Total calculated
    $409,200
    From this org
    $0
    From related orgs
    $409,200
    Other
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $114,388 related
    Other
    $0 + $294,812 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $409,200 related
  • Scott Hofferber

    Former Officer

    Total calculated
    $228,285
    From this org
    $0
    From related orgs
    $205,325
    Other
    $22,960
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $92,164 related
    Bonus
    $0 + $81,025 related
    Other
    $0 + $32,136 related
    Deferred
    $0 + $3,299 related
    Nontaxable benefits
    $0 + $19,661 related
    Filer's total
    $0 + $228,285 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
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.
Schedule J, Part I, Line 4a Severance or change-of-control payment
The following individual received severance pay in 2023 (included in Schedule J, Part II, Column (B)(iii): George Damron - $294,812
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
EXEC 457(F) - COVERED APPROXIMATELY 100 FORMER AND CURRENT EXECUTIVES. THIS NONQUALIFIED PLAN IS HELD AT FIDELITY INVESTMENTS. VESTING OCCURS UPON MEETING VESTING REQUIREMENTS (SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE). Awards are subject to a rolling three-year vesting schedule - or a team member reaches the age of 65, 3 years from date of deposit. TAXATION OCCURS UPON DISTRIBUTION (IF VESTED). THE ONLY CONTRIBUTIONS ALLOWED ARE EMPLOYER CONTRIBUTIONS. PAYOUT AMOUNTS ARE TAXABLE AND INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). DEPOSIT AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). 457(F) DISTRIBUTION: FRANCISCO ARABIA $91,388 MAJORIE BESSEL $98,111 VENKATA EVANI $24,075 DENNIS LARAWAY $154,262 CAROL KARP $9,503 DONALD NORDLUND $84,569 SCOTT HOFFERBER $14,549 EMPLOYER 457(F) CONTRIBUTIONS: MAJORIE BESSEL $74,950 VENKATA EVANI $23,035 MICHAEL KUPFEREMAN $2,168 CAROL KARP $7,108 DONALD NORDLUND $68,127
Schedule J, Part I, Line 7 Non-fixed payments
1. The INDIVIDUALS identified below PARTICIPATE IN A LONG-TERM INCENTIVE PLAN (LTIP) COVERING THREE-YEAR CYCLES FROM 2020-2022, 2021-2023, 2022-2024 and 2023-2025. THE LTIP WAS DESIGNED AT THE INITIATIVE OF THE BANNER Health BOARD OF DIRECTORS WITH THE ASSISTANCE OF WILLIS TOWERS WATSON, AND ALL COMPONENTS WERE APPROVED BY THE BOARD. THE PLANS' AREAS OF PERFORMANCE TARGETS INCLUDE: Starts Rating improvement, Transform Revenue Cycle ($ improvement), and Build Our Bench to Reflect Communities (VOICE, Minority %, Succession and other key long-term initiatives. AWARDS ARE CALCULATED AS A PERCENTAGE OF BASE SALARY ON THE LAST DAY OF THE THREE-YEAR CYCLE, AND OPPORTUNITY VARIES BY POSITION LEVEL. THE PLAN REQUIRES A THRESHOLD LEVEL OF FINANCIAL PERFORMANCE BEFORE ANY AWARDS CAN BE MADE, AND THE AMOUNT OF THE AWARDS VARIES WITH THE DEGREE OF ACHIEVEMENT OF THE TARGETS. THE MAXIMUM LTIP PAYOUT OPPORTUNITY RANGES FROM 30% TO 255% OF THE base salary as of December 31 in the last year of the three year plan. AWARDS HAVE BEEN ACCRUED UNDER THE LTIP, BUT NO PAYMENTS ARE MADE UNTIL AFTER YEAR-END AND ACHIEVEMENT IS VERIFIED BY THE BANNER HEALTH BOARD COMPENSATION COMMITTEE AND APPROVED BY THE FULL BOARD OF DIRECTORS OF BANNER HEALTH. ALL LTIP COMPENSATION PAYMENTS ARE REPORTED IN THE INCENTIVE AND BONUS COMPENSATION SHOWN IN SCHEDULE J, PART II, COLUMN (B)(II). AMOUNTS PAID FOR THE 2020-2022 CYCLE ARE REPORTED IN SCHEDULE J, PART II, COLUMN (B) AS BONUS & INCENTIVE COMPENSATION. AMOUNTS ACCRUED FOR 2023 FOR THE 2021-2023, 2022-2024 and 2023-2025 CYCLES (TO BE PAID OUT IN 2024, 2025 and 2026 RESPECTIVELY) ARE REPORTED IN SCHEDULE J, PART II, COLUMN (C) AS DEFERRED COMPENSATION. 2. BANNER HEALTH HAS A MANAGEMENT INCENTIVE PLAN (MIP) WHICH IS BASED ON COMPANY ACHIEVEMENT OF SEVERAL FINANCIAL AND NON-FINANCIAL/CLINICAL QUALITY METRICS THAT ARE ESTABLISHED ANNUALLY BY THE BANNER HEALTH BOARD OF DIRECTORS. AWARDS ARE GRANTED AS A PERCENTAGE OF THE PARTICIPANT'S BASE SALARY AND VARY WITH THE POSITION LEVEL OF THE PARTICIPATING EMPLOYEE, RANGING FROM 7% TO 110% OF BASE SALARY. IN 2023, THERE WERE 1,440 MIP PARTICIPANTS. THE MIP WAS ACCRUED IN 2022 FOR THE 2023 MIP PAYOUT. MIP COMPENSATION IS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(II). 3. Clinical Physicians employed by Banner are typically paid on the basis of a compensation system that incorporates a base salary and a non-fixed productivity component that is based upon the physician's productivity. All bonus and incentive compensation under this plan is included in Schedule J, Part II, Column B(ii).

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • University of Arizona

    $1,550,863

    Medical Education and Research

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • BANNER - U DENTAL SERVICES LLC

    MEDICAL SVCS · AZ · income $0 · assets $0

    Directly controlled by BUMG

  • BANNER - U HOSPITAL BASED PHYSICIANS

    MEDICAL SVCS · AZ · income $163,109,785 · assets $27,468,265

    Directly controlled by BUMG

  • BANNER - U PHYSICIAN SPECIALISTS LLC

    MEDICAL SVCS · AZ · income $292,325,928 · assets $49,228,720

    Directly controlled by BUMG

  • BANNER - U SUPER SPECIALISTS LLC

    MEDICAL SVCS · AZ · income $0 · assets $0

    Directly controlled by BUMG

  • BANNER-UMG INTEGRATED HEALTH CLINIC LLC

    MEDICAL SVCS · AZ · income $0 · assets $0

    Directly controlled by BUMG

  • BANNER - U PRIMARY CARE PHYSICIANS LLC

    MEDICAL SVCS · AZ · income $83,413,924 · assets $14,047,200

    Directly controlled by BUMG

  • BANNER-UMG PEDIATRIC SLEEP LLC

    MEDICAL SVCS · AZ · income $0 · assets $0

    Directly controlled by BUMG

  • BANNER-UMG ADULT SLEEP LLC

    MEDICAL SVCS · AZ · income $0 · assets $0

    Directly controlled by BUMG

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • BHSM REHABILITATION LLC

    N/A · MEDICAL SERVICES · DE

    Directly controlled by NA

  • BANNER ATLAS JV LLC

    N/A · Outpatient SURGERY Center · AZ

    Directly controlled by NA

  • BANNER AIR LLC

    N/A · MEDICAL TRANSPORT · DE

    Directly controlled by NA

  • BANNER WEST VALLEY CARDIOLOGY MANAGEMENT LLC

    N/A · MEDICAL MANAGEMENT · AZ

    Directly controlled by NA

  • SONORA QUEST LABORATORIES

    N/A · LABORATORY · AZ

    Directly controlled by NA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • BANNER PLAN ADMINISTRATION INC

    C Corporation · THIRD PARTY ADMIN · AZ · controlled entity

    Directly controlled by NA

  • BANNER INDEMNITY LTD

    C Corporation · INVESTMENTS · CJ · controlled entity

    Directly controlled by NA

  • BANNER HEALTH NETWORK

    C Corporation · ACCOUNTABLE CARE · AZ · controlled entity

    Directly controlled by NA

  • THE UNIV OF AZ HEALTH PLANS-U HEALTHCARE

    C Corporation · HEALTH INSURANCE · AZ · controlled entity

    Directly controlled by NA

  • NMSI INC

    C Corporation · PPO INS. PROVIDER · CO · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
7 November 2024
IRS schema version
2023v5.1
Source object
202403119349304200

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.