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BANNER ALZHEIMERS FOUNDATION

EIN 20-4862361 PHOENIX, AZ

Revenue 2024
$8,427,455
Expenses 2024
$7,120,238

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

As filed

Subsection
03
NTEE code
E112
Classification
1000
Street
2901 N CENTRAL AVE STE 160

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

Mission

ESTABLISHED IN 2006, THE BANNER ALZHEIMER'S FOUNDATION (BAF) SECURES AND STEWARDS CHARITABLE GIFTS TO ADVANCE THE MISSION OF BANNER ALZHEIMER'S INSTITUTE (BAI), INCLUDING GROUNDBREAKING RESEARCH INITIATIVES AND PIONEERING PREVENTION STUDIES, FAMILY OUTREACH, COUNSELING, AND SUPPORT SERVICES.

Activities or mission (Part I)

BANNER ALZHEIMER'S FOUNDATION SECURES AND STEWARDS CHARITABLE GIFTS TO ADVANCE THE MISSION OF BANNER ALZHEIMER'S INSTITUTE.

  • BAF IS A PHILANTHROPIC RESOURCE FOR BANNER ALZHEIMER'S INSTITUTE (BAI). BAI IS A DIVISION OF BANNER HEALTH, AN ARIZONA 501(C)(3) NONPROFIT CORPORATION. THE FOUNDATION IS DEDICATED TO SECURING CHARITABLE CONTRIBUTIONS IN SUPPORT OF BAI'S MISSION TO END ALZHEIMER'S DISEASE WITHOUT LOSING ANOTHER GENERATION AND TO SET A COMPREHENSIVE STANDARD OF CARE FOR PATIENTS AND FAMILIES.

    Expenses $7,119,620 · Grants $7,119,620

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • ANDREA PETERSEN

    PRESIDENT/CEO

    Total calculated
    $981,461
    From this org
    $0
    From related orgs
    $909,654
    Other
    $71,807
    Hours/week
    5 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $541,208 related
    Bonus
    $0 + $314,030 related
    Other
    $0 + $54,416 related
    Deferred
    $0 + $44,677 related
    Nontaxable benefits
    $0 + $27,130 related
    Filer's total
    $0 + $981,461 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

  • DONNA WARFIELD

    DIRECTOR

    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

  • MICHAEL ZUENDEL

    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, 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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $8,427,455
    Expenses
    $7,120,238
    Contributions
    $5,982,748
    Grants paid
    $7,119,620
  • 2023
    Revenue
    $6,055,981
    Expenses
    $6,247,332
    Contributions
    $5,093,758
    Grants paid
    $6,247,332
  • 2022
    Revenue
    $2,089,381
    Expenses
    $9,791,838
    Contributions
    $1,606,746
    Grants paid
    $9,791,838

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $5,973,985
    Expenses
    $9,599,454
    Assets (EOY)
    $39,991,469

  • 2020 · 990

    Revenue
    $17,773,889
    Expenses
    $8,013,533
    Assets (EOY)
    $41,572,159

  • 2019 · 990

    Revenue
    $5,858,110
    Expenses
    $8,725,672
    Assets (EOY)
    $29,314,942

  • 2018 · 990

    Revenue
    $10,122,540
    Expenses
    $6,702,181
    Assets (EOY)
    $30,581,649

  • 2017 · 990

    Revenue
    $13,413,148
    Expenses
    $7,528,730
    Assets (EOY)
    $28,395,698

  • 2016 · 990

    Revenue
    $3,704,786
    Expenses
    $4,673,565
    Assets (EOY)
    $24,052,352

  • 2015 · 990

    Revenue
    $2,847,817
    Expenses
    $3,173,857
    Assets (EOY)
    $22,273,429

  • 2014 · 990

    Revenue
    $2,712,631
    Expenses
    $3,362,244
    Assets (EOY)
    $22,956,664

  • 2013 · 990

    Revenue
    $11,054,178
    Expenses
    $3,285,359
    Assets (EOY)
    $25,537,415

  • 2012 · 990

    Revenue
    not reported
    Expenses
    $2,936,379
    Assets (EOY)
    $15,301,795

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

Where these grants went next →

Grants received

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Related partnerships on its 2024 return

Related corporations and trusts on its 2024 return

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 26 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.