Totals
- Total revenue
- $1,802,728,081
- Total expenses
- $1,733,224,564
- Contributions and grants received
- $0
- Grants paid
- $0
- Program services expenses (Part IX)
- $1,556,157,578
- Management and general expenses
- $177,066,986
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,556,157,578
Program services were 89.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
DENNIS LARAWAY
DIRECTOR/CHAIRMAN
- Total calculated
- $3,071,412
- From this org
- $0
- From related orgs
- $2,565,572
- Other
- $505,840
- Hours/week
- 2 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $973,581 related
- Bonus
- $0 + $1,388,473 related
- Other
- $0 + $203,518 related
- Deferred
- $0 + $483,779 related
- Nontaxable benefits
- $0 + $22,061 related
- Filer's total
- $0 + $3,071,412 related
-
JAMES STRINGHAM
Director/Vice President/CEO
- Total calculated
- $876,365
- From this org
- $0
- From related orgs
- $682,032
- Other
- $194,333
- Hours/week
- 20 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $408,961 related
- Bonus
- $0 + $251,906 related
- Other
- $0 + $21,165 related
- Deferred
- $0 + $165,340 related
- Nontaxable benefits
- $0 + $28,993 related
- Filer's total
- $0 + $876,365 related
-
LARRY GOLDBERG
DIRECTOR/CO-CHAIRMAN
- Total calculated
- $976,481
- From this org
- $0
- From related orgs
- $967,853
- Other
- $8,628
- Hours/week
- 2 + 42 related
Schedule J breakdown matched by us
- Base
- $0 + $155,342 related
- Bonus
- $0 + $732,542 related
- Other
- $0 + $79,969 related
- Deferred
- $0 + $6,243 related
- Nontaxable benefits
- $0 + $2,385 related
- Filer's total
- $0 + $976,481 related
-
CHARLES LEHN
DIRECTOR
- Total calculated
- $1,377,582
- From this org
- $0
- From related orgs
- $1,050,785
- Other
- $326,797
- Hours/week
- 2 + 46 related
Schedule J breakdown matched by us
- Base
- $0 + $508,185 related
- Bonus
- $0 + $458,448 related
- Other
- $0 + $84,152 related
- Deferred
- $0 + $301,195 related
- Nontaxable benefits
- $0 + $25,602 related
- Filer's total
- $0 + $1,377,582 related
-
JOSHUA LEE MD
DIRECTOR
- Total calculated
- $564,549
- From this org
- $0
- From related orgs
- $517,669
- Other
- $46,880
- Hours/week
- 2 + 42 related
Schedule J breakdown matched by us
- Base
- $0 + $362,399 related
- Bonus
- $0 + $133,119 related
- Other
- $0 + $22,152 related
- Deferred
- $0 + $32,852 related
- Nontaxable benefits
- $0 + $14,028 related
- Filer's total
- $0 + $564,550 related
-
SUZIE HUHN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
CRYSTAL WAITKUS
Secretary/Assistant General Counsel
- Total calculated
- $241,774
- From this org
- $0
- From related orgs
- $221,212
- Other
- $20,562
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $169,538 related
- Bonus
- $0 + $39,577 related
- Other
- $0 + $12,097 related
- Deferred
- $0 + $6,936 related
- Nontaxable benefits
- $0 + $13,626 related
- Filer's total
- $0 + $241,774 related
-
DONNA SICKLER
TREASURER/VP FINANCE
- Total calculated
- $1,091,316
- From this org
- $0
- From related orgs
- $883,725
- Other
- $207,591
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $0 + $449,785 related
- Bonus
- $0 + $412,307 related
- Other
- $0 + $21,634 related
- Deferred
- $0 + $180,187 related
- Nontaxable benefits
- $0 + $27,404 related
- Filer's total
- $0 + $1,091,317 related
-
JEAN LANCE
SECRETARY
- Total calculated
- $1,131,091
- From this org
- $0
- From related orgs
- $700,956
- Other
- $430,135
- Hours/week
- 2 + 42 related
Schedule J breakdown matched by us
- Base
- $0 + $428,913 related
- Bonus
- $0 + $248,463 related
- Other
- $0 + $23,580 related
- Deferred
- $0 + $407,792 related
- Nontaxable benefits
- $0 + $22,343 related
- Filer's total
- $0 + $1,131,091 related
-
CLINTON CLARKE
EXECUTIVE DIRECTOR/CMO
- Total calculated
- $858,160
- From this org
- $0
- From related orgs
- $707,496
- Other
- $150,664
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $463,798 related
- Bonus
- $0 + $222,453 related
- Other
- $0 + $21,245 related
- Deferred
- $0 + $147,811 related
- Nontaxable benefits
- $0 + $2,853 related
- Filer's total
- $0 + $858,160 related
-
JENNIFER BROOKS
VICE PRESIDENT ASO ADMINISTRATOR
- Total calculated
- $371,528
- From this org
- $0
- From related orgs
- $339,640
- Other
- $31,888
- Hours/week
- 35 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $233,406 related
- Bonus
- $0 + $87,891 related
- Other
- $0 + $18,343 related
- Deferred
- $0 + $4,849 related
- Nontaxable benefits
- $0 + $27,039 related
- Filer's total
- $0 + $371,528 related
-
LAWRENCE O'CONNOR
SR DIR/ALTCS ADMINISTRATOR
- Total calculated
- $258,116
- From this org
- $0
- From related orgs
- $238,312
- Other
- $19,804
- Hours/week
- 35 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $175,708 related
- Bonus
- $0 + $49,001 related
- Other
- $0 + $13,602 related
- Deferred
- $0 + $7,269 related
- Nontaxable benefits
- $0 + $12,535 related
- Filer's total
- $0 + $258,116 related
-
NATALYA FAYNBOYM
SENIOR DIRECTOR/CMO
- Total calculated
- $519,367
- From this org
- $0
- From related orgs
- $483,737
- Other
- $35,630
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $354,699 related
- Bonus
- $0 + $94,859 related
- Other
- $0 + $34,180 related
- Deferred
- $0 + $20,012 related
- Nontaxable benefits
- $0 + $15,618 related
- Filer's total
- $0 + $519,367 related
-
SANDRA STEIN
SENIOR DIRECTOR/CMO
- Total calculated
- $482,960
- From this org
- $0
- From related orgs
- $464,197
- Other
- $18,763
- Hours/week
- 35 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $343,950 related
- Bonus
- $0 + $98,203 related
- Other
- $0 + $22,044 related
- Deferred
- $0 + $16,724 related
- Nontaxable benefits
- $0 + $2,039 related
- Filer's total
- $0 + $482,960 related
-
SARAH SPIEKERMEIER
SENIOR DIRECTOR/COO B-UHP
- Total calculated
- $285,929
- From this org
- $0
- From related orgs
- $257,225
- Other
- $28,704
- Hours/week
- 35 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $183,768 related
- Bonus
- $0 + $60,065 related
- Other
- $0 + $13,393 related
- Deferred
- $0 + $6,348 related
- Nontaxable benefits
- $0 + $22,356 related
- Filer's total
- $0 + $285,929 related
-
SILVIA PARRA
Senior Director, COO PHSO
- Total calculated
- $311,260
- From this org
- $0
- From related orgs
- $271,920
- Other
- $39,340
- Hours/week
- 35 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $196,197 related
- Bonus
- $0 + $59,019 related
- Other
- $0 + $16,705 related
- Deferred
- $0 + $8,371 related
- Nontaxable benefits
- $0 + $30,969 related
- Filer's total
- $0 + $311,261 related
-
THERESA DORAZIO
HEALTH PLAN COMPLIANCE DIRECTOR
- Total calculated
- $258,578
- From this org
- $0
- From related orgs
- $242,060
- Other
- $16,518
- Hours/week
- 35 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $182,999 related
- Bonus
- $0 + $45,703 related
- Other
- $0 + $13,358 related
- Deferred
- $0 + $6,560 related
- Nontaxable benefits
- $0 + $9,958 related
- Filer's total
- $0 + $258,577 related
-
VELEZ GUILLERMO
SENIOR DIRECTOR
- Total calculated
- $248,515
- From this org
- $0
- From related orgs
- $232,864
- Other
- $15,651
- Hours/week
- 35 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $178,566 related
- Bonus
- $0 + $41,195 related
- Other
- $0 + $13,103 related
- Deferred
- $0 + $7,212 related
- Nontaxable benefits
- $0 + $8,439 related
- Filer's total
- $0 + $248,515 related
-
CORI NORGAARD
SENIOR DIRECTOR
- Total calculated
- $393,843
- From this org
- $0
- From related orgs
- $354,150
- Other
- $39,693
- Hours/week
- 35 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $279,797 related
- Bonus
- $0 + $55,327 related
- Other
- $0 + $19,026 related
- Deferred
- $0 + $11,579 related
- Nontaxable benefits
- $0 + $28,114 related
- Filer's total
- $0 + $393,843 related
-
MICHAEL BROWN
SENIOR MEDICAL DIRECTOR
- Total calculated
- $370,002
- From this org
- $0
- From related orgs
- $358,194
- Other
- $11,808
- Hours/week
- 35 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $278,927 related
- Bonus
- $0 + $60,410 related
- Other
- $0 + $18,857 related
- Deferred
- $0 + $9,860 related
- Nontaxable benefits
- $0 + $1,948 related
- Filer's total
- $0 + $370,002 related
-
MICHAEL HURT
SENIOR MEDICAL DIRECTOR
- Total calculated
- $361,367
- From this org
- $0
- From related orgs
- $321,260
- Other
- $40,107
- Hours/week
- 35 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $256,019 related
- Bonus
- $0 + $46,211 related
- Other
- $0 + $19,030 related
- Deferred
- $0 + $8,696 related
- Nontaxable benefits
- $0 + $31,411 related
- Filer's total
- $0 + $361,366 related
-
PATRICIA IRIS
MEDICAL DIRECTOR
- Total calculated
- $340,407
- From this org
- $0
- From related orgs
- $320,074
- Other
- $20,333
- Hours/week
- 35 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $287,777 related
- Bonus
- $0 + $31,051 related
- Other
- $0 + $1,246 related
- Deferred
- $0 + $5,066 related
- Nontaxable benefits
- $0 + $15,267 related
- Filer's total
- $0 + $340,407 related
-
VICKI KNIGHT
MEDICAL DIRECTOR
- Total calculated
- $364,760
- From this org
- $0
- From related orgs
- $337,299
- Other
- $27,461
- Hours/week
- 35 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $286,836 related
- Bonus
- $0 + $48,539 related
- Other
- $0 + $1,924 related
- Deferred
- $0 + $10,805 related
- Nontaxable benefits
- $0 + $16,655 related
- Filer's total
- $0 + $364,760 related
-
KRISTINA CORLETTE
FORMER SECRETARY
- Total calculated
- $324,488
- From this org
- $0
- From related orgs
- $303,330
- Other
- $21,158
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $220,424 related
- Bonus
- $0 + $64,608 related
- Other
- $0 + $18,299 related
- Deferred
- $0 + $8,357 related
- Nontaxable benefits
- $0 + $12,802 related
- Filer's total
- $0 + $324,489 related
-
SUSAN BENEDETTI
FORMER ALTCS ADMINISTRATOR
- Total calculated
- $332,784
- From this org
- $0
- From related orgs
- $303,516
- Other
- $29,268
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $224,165 related
- Bonus
- $0 + $61,023 related
- Other
- $0 + $18,328 related
- Deferred
- $0 + $7,291 related
- Nontaxable benefits
- $0 + $21,977 related
- Filer's total
- $0 + $332,784 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 — 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
- EXEC 457(B) - COVERED APPROXIMATELY 423 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. CONTRIBUTIONS ARE CALCULATED BASED ON ACTUARIALLY DETERMINED FACTORS. EMPLOYER CONTRIBUTIONS TO EXEC 457(B) ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). EXEC 457(F) - COVERED APPROXIMATELY 109 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) - EARLIER OF AGE 62, 5 YEARS FROM DATE OF DEPOSIT, OR RULE OF 80. 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) PAYOUT: CHARLES LEHN $59,936 DENNIS LARAWAY $175,644 LARRY GOLDBERG $78,344 NATALYA FAYNBOYM $13,121 EMPLOYER 457(F) DEPOSIT: CHARLES LEHN $46,524 DENNIS LARAWAY $124,120 DONNA SICKLER $26,016 JAMES STRINGHAM $19,041 JEAN LANCE $20,652 NATALYA FAYNBOYM $7,812 CLINTON CLARKE $26,003 SANDRA STEIN $6,697
- Schedule J, Part I, Line 7 Non-fixed payments
- 1. THE INDIVIDUALS IDENTIFIED BELOW PARTICIPATE IN A LONG-TERM INCENTIVE PLAN (LTIP) COVERING THREE-YEAR CYCLES FROM 2019-2021, 2020-2022, 2021-2023, AND 2022-2024. THE LTIP WAS DESIGNED AT THE INITIATIVE OF THE BANNER BOARD OF DIRECTORS WITH THE ASSISTANCE OF WILLIS TOWERS WATSON, AND ALL COMPONENTS WERE APPROVED BY THE BOARD. THE PLANS' AREAS OF PERFORMANCE TARGETS INCLUDE: Starts Rating improvement, Transform Revenue Cycle ($ improvement), and Build Our Bench to Reflect Communities (VOICE, Minority %, Succession. AWARDS ARE CALCULATED AS A PERCENTAGE OF BASE SALARY ON THE LAST DAY OF THE THREE-YEAR CYCLE, AND PPORTUNITY 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 AVERAGE THREE-YEAR 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 2019-2021 CYCLE ARE REPORTED IN SCHEDULE J, PART II, COLUMN (B) AS BONUS & INCENTIVE COMPENSATION. AMOUNTS ACCRUED FOR 2022 FOR THE 2020-2022, 2021-2023, AND 2022-2024 CYCLES (TO BE PAID OUT IN 2023, 2024 AND 2025 RESPECTIVELY) ARE REPORTED IN SCHEDULE J, PART II, COLUMN (C) AS DEFERRED COMPENSATION. LTIP ACCRUAL: CHARLES LEHN $242,471 DENNIS LARAWAY $347,673 DONNA SICKLER $141,971 JAMES STRINGHAM $137,958 JEAN LANCE $379,831 Clinton Clarke $27,162 LTIP PAY OUT: CHARLES LEHN $172,203 DENNIS LARAWAY $753,102 DONNA SICKLER $82,924 JAMES STRINGHAM $58,686 JEAN LANCE $80,147 LARRY GOLDBERG $287,365 Clinton Clarke $120,413 Jennifer Brooks $5,867 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 2022, THERE WERE 1,420 MIP PARTICIPANTS. THE MIP WAS ACCRUED IN 2022 FOR THE 2022 MIP, AND PAYOUTS ON THE 2021 MIP WERE PAID IN 2022. MIP COMPENSATION IS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(II). 3. THE FOLLOWING INDIVIDUAL RECEIVED SPECIAL INCENTIVE PAY DURING 2022 (INCLUDED IN SCH J, PART II, COLUMN (B)(II)): DONNA SICKLER $125,000
- Schedule J, Part I, Line 3 COMPENSATION OF ORGANIZATION 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
No itemized grants to organizations 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.
-
501(c)(3) · HOSPITAL · AZ
Directly controlled by NA
-
501(c)(3) · SUPPORT · AZ · controlled entity
Directly controlled by BANNER HEALTH
-
501(c)(3) · SUPPORT · AZ · controlled entity
Directly controlled by BANNER HEALTH
-
501(c)(3) · MEDICAL SERVICES · AZ · controlled entity
Directly controlled by BANNER HEALTH
-
501(c)(3) · MEDICAL SERVICES · CO · controlled entity
Directly controlled by BANNER HEALTH
-
BANNER UNIVERSITY MEDICAL GROUP
501(c)(3) · MEDICAL SERVICES · AZ · controlled entity
Directly controlled by BANNER HEALTH
-
BANNER-UNIVERSITY CARE ADVANTAGE
501(c)(3) · HEALTH INSURANCE · AZ · controlled entity
Directly controlled by BANNER HEALTH
-
BANNER HEALTH INSURANCE GROUP INC
501(c)(4) · HEALTH INSURANCE · AZ · controlled entity
Directly controlled by BANNER HEALTH
-
501(c)(4) · HEALTH INSURANCE · AZ · controlled entity
Directly controlled by BANNER HEALTH
-
501(c)(3) · HOSPITAL · WY · controlled entity
Directly controlled by BANNER HEALTH
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 11 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202303159349300600
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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