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Nonprofiteer
← BANNER HEALTH

Form 990 for tax year 2022

Filed by BANNER HEALTH.

Totals

Total revenue
$8,495,325,836
Total expenses
$8,128,108,942
Contributions and grants received
$120,821,227
Grants paid
$32,469,535
Program services expenses (Part IX)
$7,336,666,719
Management and general expenses
$791,442,223
Fundraising expenses
$0
Program service expenses (Part III)
$7,336,666,719

Program services were 90.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ANNE MARIUCCI

    DIRECTOR/VICE-CHAIR

    Total calculated
    $91,500
    From this org
    $91,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • PETER S FINE

    PRESIDENT & CEO

    Total calculated
    $14,636,260
    From this org
    $8,677,920
    From related orgs
    $0
    Other
    $5,958,340
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $1,693,063
    Bonus
    $6,627,363
    Other
    $357,494
    Deferred
    $5,936,896
    Nontaxable benefits
    $21,444
    Filer's total
    $14,636,260

  • QUENTIN P SMITH JR

    DIRECTOR/CHAIRMAN

    Total calculated
    $107,500
    From this org
    $107,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • CHRISTOPHER VOLK

    DIRECTOR

    Total calculated
    $91,500
    From this org
    $91,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • DAVID KIKUMOTO

    DIRECTOR

    Total calculated
    $91,500
    From this org
    $91,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • GILBERT DAVILA

    DIRECTOR

    Total calculated
    $95,000
    From this org
    $95,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • JOHN KOSTER MD

    DIRECTOR

    Total calculated
    $96,500
    From this org
    $96,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • LARRY S LAZARUS

    DIRECTOR

    Total calculated
    $40,500
    From this org
    $40,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • MARC SCHMITTLEIN

    DIRECTOR

    Total calculated
    $62,250
    From this org
    $62,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • MARK WALLACE

    DIRECTOR

    Total calculated
    $84,000
    From this org
    $84,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • MICHAEL GARNREITER

    DIRECTOR

    Total calculated
    $91,500
    From this org
    $91,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • STEVE LYNN

    DIRECTOR

    Total calculated
    $91,500
    From this org
    $91,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • SUJATA GOSALIA

    DIRECTOR

    Total calculated
    $84,000
    From this org
    $84,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • VICKI KEISER

    DIRECTOR

    Total calculated
    $101,500
    From this org
    $101,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • AMY PERRY

    President/Chief Operating Officer

    Total calculated
    $2,783,322
    From this org
    $1,136,684
    From related orgs
    $0
    Other
    $1,646,638
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,114,474
    Bonus
    $0
    Other
    $22,210
    Deferred
    $1,617,859
    Nontaxable benefits
    $28,779
    Filer's total
    $2,783,322

  • BRENDA SCHAEFER

    VP, TREASURY/TREASURER

    Total calculated
    $766,744
    From this org
    $615,972
    From related orgs
    $0
    Other
    $150,772
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $348,837
    Bonus
    $234,673
    Other
    $32,462
    Deferred
    $139,536
    Nontaxable benefits
    $11,236
    Filer's total
    $766,744

  • DAVID BIXBY

    Chief Legal Officer/General Counsel

    Total calculated
    $1,713,318
    From this org
    $1,364,975
    From related orgs
    $0
    Other
    $348,343
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $333,414
    Bonus
    $938,190
    Other
    $93,371
    Deferred
    $346,108
    Nontaxable benefits
    $2,235
    Filer's total
    $1,713,318

  • DENNIS LARAWAY

    CHIEF FINANCIAL OFFICER

    Total calculated
    $3,071,412
    From this org
    $2,565,572
    From related orgs
    $0
    Other
    $505,840
    Hours/week
    40 + 12 related

    Schedule J breakdown matched by us

    Base
    $973,581
    Bonus
    $1,388,473
    Other
    $203,518
    Deferred
    $483,779
    Nontaxable benefits
    $22,061
    Filer's total
    $3,071,412

  • DONALD NORDLUND

    CHIEF STRATEGY/GROWTH OFFICER

    Total calculated
    $2,391,806
    From this org
    $1,564,909
    From related orgs
    $0
    Other
    $826,897
    Hours/week
    40 + 8 related

    Schedule J breakdown matched by us

    Base
    $599,488
    Bonus
    $873,703
    Other
    $91,718
    Deferred
    $808,093
    Nontaxable benefits
    $18,804
    Filer's total
    $2,391,806

  • ELIZABETH AVANT

    DIRECTOR LEGAL OPS/ASSISTANT SECRETARY

    Total calculated
    $158,045
    From this org
    $146,583
    From related orgs
    $0
    Other
    $11,462
    Hours/week
    40 + 8 related

    Schedule J breakdown matched by us

    Base
    $129,604
    Bonus
    $16,341
    Other
    $638
    Deferred
    $4,077
    Nontaxable benefits
    $7,385
    Filer's total
    $158,045

  • JEAN LANCE

    EVP, CHIEF LEGAL OFFICER & GENERAL COUNSEL

    Total calculated
    $1,131,091
    From this org
    $700,956
    From related orgs
    $0
    Other
    $430,135
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $428,913
    Bonus
    $248,463
    Other
    $23,580
    Deferred
    $407,792
    Nontaxable benefits
    $22,343
    Filer's total
    $1,131,091

  • JULIE ALVARADO-DUBEK

    CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $1,223,619
    From this org
    $776,968
    From related orgs
    $0
    Other
    $446,651
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $446,301
    Bonus
    $290,943
    Other
    $39,724
    Deferred
    $423,579
    Nontaxable benefits
    $23,072
    Filer's total
    $1,223,619

  • MARJORIE BESSEL MD

    CHIEF CLINICAL OFFICER

    Total calculated
    $2,476,380
    From this org
    $1,675,989
    From related orgs
    $0
    Other
    $800,391
    Hours/week
    40 + 8 related

    Schedule J breakdown matched by us

    Base
    $641,373
    Bonus
    $921,847
    Other
    $112,769
    Deferred
    $783,112
    Nontaxable benefits
    $17,279
    Filer's total
    $2,476,380

  • NAOMI CRAMER

    CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $927,460
    From this org
    $922,017
    From related orgs
    $0
    Other
    $5,443
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $57,105
    Bonus
    $801,910
    Other
    $63,002
    Deferred
    $2,295
    Nontaxable benefits
    $3,148
    Filer's total
    $927,460

  • REBECCA KUHN

    CHIEF OPERATING OFFICER

    Total calculated
    $1,881,846
    From this org
    $1,499,857
    From related orgs
    $0
    Other
    $381,989
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $11,671
    Bonus
    $1,488,178
    Other
    $8
    Deferred
    $380,753
    Nontaxable benefits
    $1,236
    Filer's total
    $1,881,846

  • DANIEL POST

    Chief Executive Officer - Large Facility

    Total calculated
    $1,120,727
    From this org
    $880,414
    From related orgs
    $0
    Other
    $240,313
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $515,950
    Bonus
    $341,425
    Other
    $23,039
    Deferred
    $212,096
    Nontaxable benefits
    $28,217
    Filer's total
    $1,120,727

  • MARGO KARSTEN

    Division President

    Total calculated
    $1,350,613
    From this org
    $1,036,825
    From related orgs
    $0
    Other
    $313,788
    Hours/week
    40 + 8 related

    Schedule J breakdown matched by us

    Base
    $506,425
    Bonus
    $443,940
    Other
    $86,460
    Deferred
    $289,947
    Nontaxable benefits
    $23,841
    Filer's total
    $1,350,613

  • TODD S WERNER

    DIVISION PRESIDENT

    Total calculated
    $2,307,195
    From this org
    $1,688,292
    From related orgs
    $0
    Other
    $618,903
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $821,369
    Bonus
    $747,197
    Other
    $119,726
    Deferred
    $588,227
    Nontaxable benefits
    $30,676
    Filer's total
    $2,307,195

  • ALEXANDRA MOREHOUSE MCREYNOLDS

    CHIEF MARKETING OFFICER

    Total calculated
    $1,577,825
    From this org
    $1,072,364
    From related orgs
    $0
    Other
    $505,461
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $400,552
    Bonus
    $598,072
    Other
    $73,740
    Deferred
    $480,189
    Nontaxable benefits
    $25,272
    Filer's total
    $1,577,825

  • ANTHONY FRANK

    SENIOR VP FINANCE

    Total calculated
    $1,280,070
    From this org
    $957,479
    From related orgs
    $0
    Other
    $322,591
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $499,939
    Bonus
    $429,970
    Other
    $27,570
    Deferred
    $299,262
    Nontaxable benefits
    $23,329
    Filer's total
    $1,280,070

  • DEANNA WISE

    SENIOR VP & CHIEF INFORMATION OFFICER

    Total calculated
    $1,485,192
    From this org
    $1,124,671
    From related orgs
    $0
    Other
    $360,521
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $586,869
    Bonus
    $515,803
    Other
    $21,999
    Deferred
    $342,369
    Nontaxable benefits
    $18,152
    Filer's total
    $1,485,192

  • ERIC REIMAN

    CEO/CSO - BANNER RESEARCH

    Total calculated
    $1,049,305
    From this org
    $1,034,600
    From related orgs
    $0
    Other
    $14,705
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $595,920
    Bonus
    $357,552
    Other
    $81,128
    Deferred
    $11,923
    Nontaxable benefits
    $2,782
    Filer's total
    $1,049,305

  • FRANCISCO ARABIA

    PHYSICIAN EXECUTIVE - ADV HEART PROGRAM

    Total calculated
    $1,895,890
    From this org
    $1,786,451
    From related orgs
    $0
    Other
    $109,439
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,171,540
    Bonus
    $269,231
    Other
    $345,680
    Deferred
    $91,550
    Nontaxable benefits
    $17,889
    Filer's total
    $1,895,890

  • LAMONT YODER

    DIVISION PRESIDENT

    Total calculated
    $1,253,959
    From this org
    $974,920
    From related orgs
    $0
    Other
    $279,039
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $491,381
    Bonus
    $426,203
    Other
    $57,336
    Deferred
    $251,511
    Nontaxable benefits
    $27,528
    Filer's total
    $1,253,959

  • CHARLES LEHN

    FORMER OFFICER

    Total calculated
    $1,377,582
    From this org
    $0
    From related orgs
    $1,050,785
    Other
    $326,797
    Hours/week
    0 + 48 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

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

  • 1a · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 1a First-class or charter travel
THE BH TRAVEL POLICY ALLOWS FOR FIRST-CLASS AIR TRAVEL ON ANY FLIGHT WITHIN THE US AND THE LESSER FARE OF 1ST OR BUSINESS CLASS ON INTERNATIONAL TRAVEL FOR THE CEO.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
1. SERP II - COVERED 1 EXECUTIVE (FINE). THIS NONQUALIFIED PLAN IS HELD IN A RABBI TRUST AT NORTHERN TRUST COMPANY. THIS NONQUALIFIED RETIREMENT PLAN IS TO BE PAID OUT IN EARLY 2022. PAYMENT IS PURSUANT TO THE 2017 PLAN WHICH WAS REVIEWED BY AN INDEPENDENT COMPENSATION COMMITTEE CONSULTANT TO DETERMINE REASONABLENESS AND IS PAYABLE AFTER THE EXECUTIVE VESTS ON THE FIFTH ANNIVERSARY OF THE EFFECTIVE DATE OF THIS PLAN (FEBRUARY 28, 2022). THE ONLY CONTRIBUTIONS ALLOWED ARE EMPLOYER CONTRIBUTIONS AND ARE CALCULATED BASED ON ACTUARILY DETERMINED FACTORS. TAXATION OCCURS UPON DISTRIBUTION. EMPLOYER CONTRIBUTIONS TO SERP II (INCLUDED IN COLUMN C) AS DEFERRED COMPENSATION: PETER S. FINE $1,498,337 2. 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). 3. 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). 2022 457(F) Distributions: JULIE ANN ALVARADO-DUBEK $17,127 FRANCISCO ARABIA $312,548 MAJORIE BESSELL $89,190 DAVID BIXBY $73,458 NAOMI CRAMER $62,603 PETER FINE $326,345 MARGO KARSTEN $62,265 DENNIS LARAWAY $175,644 CHARLES LEHN $59,936 ALEXANDRA MOREHOUSE MCREYNOLDS $50,373 DONALD SCOTT NORDLUND $68,337 ERIC REIMAN $53,237 BRENDA SCHAEFER $9,556 TODD WERNER $95,184 LAMONT YODER $34,487 2022 457(F) Contributions: JULIE ANN ALVARADO-DUBEK $26,267 FRANCISCO ARABIA $82,945 MAJORIE BESSELL $71,751 MARGO KARSTEN $45,033 JEAN LANCE $15,761 DENNIS LARAWAY $124,120 CHARLES LEHN $46,524 ALEXANDRA MOREHOUSE MCREYNOLDS $35,521 DONALD SCOTT NORDLUND $66,327 DANIEL POST $37,822 BRENDA SCHAEFER $12,581 TODD WERNER $93,040 DEANNA WISE $58,412 LAMONT YODER $31,284
Schedule J, Part I, Line 7 Non-fixed payments
1. THE INDIVIDUALS IDENTIFIED BELOW PARTICIPATE IN A LONG-TERM INCENTIVE PLAN (LTIP) COVERING THREE-YEAR CYCLES FROM 2019-2021, 2020-2022, 2021-2023, AND 2022-2024. THE LTIP WAS DESIGNED AT THE INITIATIVE OF THE BANNER BOARD OF DIRECTORS WITH THE ASSISTANCE OF WILLIS TOWERS WATSON, AND ALL COMPONENTS WERE APPROVED BY THE BOARD. THE PLANS' AREAS OF PERFORMANCE TARGETS INCLUDE: Starts Rating improvement, Transform Revenue Cycle ($ 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. 2022 LTIP Accrual: JULIE ANN ALVARADO-DUBEK $385,459 MAJORIE BESSELL $699,461 DAVID BIXBY $334,185 PETER FINE $4,458,029 MARGO KARSTEN $233,857 REBECCA KUHN $380,273 JEAN LANCE $379,831 DENNIS LARAWAY $347,673 CHARLES LEHN $242,471 ALEXANDRA MOREHOUSE MCREYNOLDS $432,468 DONALD SCOTT NORDLUND $729,566 AMY PERRY $1,610,936 DANIEL POST $162,074 BRENDA SCHAEFER $114,755 TODD WERNER $482,987 DEANNA WISE $271,757 LAMONT YODER $208,027 2022 LTIP Payout: JULIE ANN ALVARADO-DUBEK $95,856 MAJORIE BESSELL $500,005 DAVID BIXBY $508,871 PETER FINE $3,166,103 MARGO KARSTEN $173,825 REBECCA KUHN $939,817 JEAN LANCE $80,147 DENNIS LARAWAY $753,102 CHARLES LEHN $172,203 ALEXANDRA MOREHOUSE MCREYNOLDS $331,096 DONALD SCOTT NORDLUND $473,893 DANIEL POST $76,065 BRENDA SCHAEFER $78,706 TODD WERNER $281,138 DEANNA WISE $198,952 LAMONT YODER $106,778 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).

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

The 10 largest by cash amount. The API serves every itemized grant.

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
14 November 2023
IRS schema version
2022v5.0
Source object
202343179349311709

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.