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Nonprofiteer
← BANNER-UNIVERSITY CARE ADVANTAGE

Form 990 for tax year 2022

Filed by BANNER-UNIVERSITY CARE ADVANTAGE.

Totals

Total revenue
$308,611,711
Total expenses
$329,507,370
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$292,459,211
Management and general expenses
$37,048,159
Fundraising expenses
$0
Program service expenses (Part III)
$292,459,211

Program services were 88.8% 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

  • ROBBIE AUBREY

    Executive Director, CFO Medicaid

    Total calculated
    $361,594
    From this org
    $0
    From related orgs
    $335,980
    Other
    $25,614
    Hours/week
    35 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $256,250 related
    Bonus
    $0 + $56,999 related
    Other
    $0 + $22,732 related
    Deferred
    $0 + $7,362 related
    Nontaxable benefits
    $0 + $18,252 related
    Filer's total
    $0 + $361,595 related

  • STEPHEN MACIAS

    CEO Medicare Advantage (THRU 02/22)

    Total calculated
    $154,977
    From this org
    $0
    From related orgs
    $152,541
    Other
    $2,436
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $47,954 related
    Bonus
    $0 + $104,490 related
    Other
    $0 + $98 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $2,436 related
    Filer's total
    $0 + $154,978 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
    5 + 35 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

  • 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

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 ROBBIE AUBREY $171 EMPLOYER 457(F) DEPOSIT: CHARLES LEHN $45,524 DENNIS LARAWAY $124,120 DONNA SICKLER $20,016 JAMES STRINGHAM $19,041 JEAN LANCE $15,761 JOSHUA LEE $20,652
Schedule J, Part I, Line 7 Non-fixed payments
1. THE INDIVIDUALS IDENTIFIED BELOW PARTICIPATE IN A LONG-TERM INCENTIVE PLAN (LTIP) COVERING THREE-YEAR CYCLES FROM 2019-2021, 2020-2022, 2021-2023, AND 2022-2024. THE LTIP WAS DESIGNED AT THE INITIATIVE OF THE BANNER BOARD OF DIRECTORS WITH THE ASSISTANCE OF WILLIS TOWERS WATSON, AND ALL COMPONENTS WERE APPROVED BY THE BOARD. THE PLANS' AREAS OF PERFORMANCE TARGETS INCLUDE: Starts Rating improvement, Transform Revenue Cycle ($ 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 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 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.

Provenance

Return type
form_990
Tax year
2022
Filed
11 November 2023
IRS schema version
2022v5.0
Source object
202313149349304436

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

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