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Nonprofiteer
← BANNER ALZHEIMERS FOUNDATION

Form 990 for tax year 2023

Filed by BANNER ALZHEIMERS FOUNDATION.

Totals

Total revenue
$6,055,981
Total expenses
$6,247,332
Contributions and grants received
$5,093,758
Grants paid
$6,247,332
Program services expenses (Part IX)
$6,247,332
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$6,247,332

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ANDREA PETERSEN

    PRESIDENT/CEO

    Total calculated
    $909,041
    From this org
    $0
    From related orgs
    $843,650
    Other
    $65,391
    Hours/week
    5 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $503,499 related
    Bonus
    $0 + $285,482 related
    Other
    $0 + $54,670 related
    Deferred
    $0 + $39,347 related
    Nontaxable benefits
    $0 + $26,043 related
    Filer's total
    $0 + $909,041 related

  • JERRE STEAD

    DIRECTOR/CHAIRMAN

    Total calculated
    $0
    Hours/week
    4

  • MICHAEL SKLAR

    DIRECTOR/VICE CHAIRMAN/SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • TOM TOOLE

    DIRECTOR/TREASURER

    Total calculated
    $0
    Hours/week
    4

  • Heidi TEETS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • JAY STEAD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • MARKUS REINHARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • TOM STOCKY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

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 — 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

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 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 4b Supplemental nonqualified retirement plan
XEC 457(B) - COVERED APPROXIMATELY 475 FORMER AND CURRENT EXECUTIVES. THIS NONQUALIFIED PLAN IS HELD AT FIDELITY INVESTMENTS AND IS 100% VESTED. TAXATION OCCURS UPON DISTRIBUTION. THE ONLY CONTRIBUTIONS ALLOWED ARE EMPLOYER CONTRIBUTIONS. EMPLOYER CONTRIBUTIONS TO EXEC 457(B) ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). 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 thre-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). 2023 457(F) Distributions: Andrea Petersen $28,504 2023 457(F) Contributions: Andrea Petersen $33,345
Schedule J, Part I, Line 7 Non-fixed payments
CERTAIN OFFICERS OF THE REPORTING ORGANIZATION ARE PAID BY BANNER HEALTH FOUNDATION (BHF). BAF'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, BHF MUST ACHIEVE ITS PRODUCTION REVENUE GOAL AND MUST ACHIEVE A TARGETED OPERATION NET GOAL. AWARDS ARE GRANTED AS A PERCENTAGE OF THE PARTICIPANT'S 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, COLUMN (B)(II).
Schedule J, Part I, Line 3 COMPENSATION OF CEO
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.

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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202433169349302888

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