Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2012
Open to Public Inspection
A For the 2012 calendar year, or tax year beginning 01-01-2012 , 2012, and ending 12-31-2012
BCheck if applicable:
CName of organization
BANNER HEALTH
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1441 NORTH 12TH STREET
Suite
Room/suite
City or town, state or country, and ZIP + 4
PHOENIX, AZ85006
D Employer identification number

45-0233470
E Telephone number

G Gross receipts $ 13,391,593,935
F Name and address of principal officer:
PETER FINE
1441 NORTH 12TH STREET
PHOENIX,AZ85006
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.BANNERHEALTH.COM
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet3017
K Form of organization:
 
L Year of formation: 1938
M State of legal domicile: AZ
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: BANNER HEALTH'S NONPROFIT MISSION IS TO MAKE A DIFFERENCE IN PEOPLE'S LIVES THROUGH EXCELLENT PATIENT CARE.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 16
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 11
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ...... 5 37,705
6 Total number of volunteers (estimate if necessary) ............. 6 7,839
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 28,877,600
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 14,058,155
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 9,411,519 14,847,853
9 Program service revenue (Part VIII, line 2g) ......... 4,127,732,561 4,128,747,604
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 86,085,224 104,238,034
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -1,941,878 4,830,250
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 4,221,287,426 4,252,663,741
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,104,701 14,281,057
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 2,218,505,386 2,084,283,100
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,705,591,933 1,741,674,361
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 3,925,202,020 3,840,238,518
19 Revenue less expenses. Subtract line 18 from line 12....... 296,085,406 412,425,223
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 6,298,332,280 7,161,870,437
21 Total liabilities (Part X, line 26)............. 3,576,713,857 3,825,559,627
22 Net assets or fund balances. Subtract line 21 from line 20..... 2,721,618,423 3,336,310,810
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2012)
Form 990 (2012)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III ...............
1
Briefly describe the organization’s mission: BANNER HEALTH'S NONPROFIT MISSION IS TO MAKE A DIFFERENCE IN PEOPLE'S LIVES THROUGH EXCELLENT PATIENT CARE.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 3,555,849,598 including grants of $ 14,281,057 ) (Revenue $ 4,128,470,704 )
SEE SCHEDULE O
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet3,555,849,598
Form 990 (2012)
Form 990 (2012)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If “Yes,” complete Schedule C, Part IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C,
Part IIIClick to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,” complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If “Yes,” complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part XClick to see attachment.........................
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Parts I and IV......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H.... Click to see attachment
20a
Yes
 
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see list of attachments
20b
Yes
 
Form 990 (2012)
Form 990 (2012)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25................ Click to see list of attachments
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I........ Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................... Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highest compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II.......................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV..................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If “Yes,” complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2012)
Form 990 (2012)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V ...............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
9,277
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
37,705
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCJ , VQ
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes,” to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2012)
Form 990 (2012)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI ...............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
16
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
11
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
AZ , CA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletDAVID BIXBY1441 N 12TH STPHOENIXAZ85006 (602) 747-4000
Form 990 (2012)
Form 990 (2012)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII ...............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) MARK N SKLAR........................................................................
DIRECTOR
 4.0
.......................4.0 		X           36,000 0 0
(2) QUENTIN P SMITH JR........................................................................
CHAIRMAN AND DIRECTOR
 6.0
.......................0.0 		X   X       45,000 0 0
(3) LAREN BATES........................................................................
DIRECTOR (LEFT 9/12)
 4.0
.......................0.0 		X           18,000 0 0
(4) WILFORD A CARDON........................................................................
DIRECTOR
 4.0
.......................0.0 		X           27,000 0 0
(5) RONALD J CREASMAN MD........................................................................
VICE-CHAIRMAN AND DIRECTOR
 6.0
.......................1.0 		X   X       36,000 0 0
(6) GILBERT DAVILA........................................................................
DIRECTOR
 4.0
.......................0.0 		X           36,000 0 0
(7) WILLIAM M DWYER........................................................................
DIRECTOR
 4.0
.......................0.0 		X           36,000 0 0
(8) BARRY A HENDIN MD........................................................................
DIRECTOR
 4.0
.......................1.0 		X           36,000 0 0
(9) MICHAEL J FRICK........................................................................
DIRECTOR
 4.0
.......................0.0 		X           36,000 0 0
(10) SUSAN BARTLETT FOOTE........................................................................
DIRECTOR
 4.0
.......................0.0 		X           36,000 0 0
(11) LARRY S LAZARUS........................................................................
DIRECTOR
 4.0
.......................0.0 		X           36,000 0 0
(12) MARTIN L SHULTZ........................................................................
DIRECTOR
 4.0
.......................4.0 		X           36,000 0 0
(13) CHERYL WENZINGER........................................................................
DIRECTOR
 4.0
.......................0.0 		X           36,000 0 0
(14) CHRISTOPHER VOLK........................................................................
DIRECTOR
 4.0
.......................0.0 		X           36,000 0 0
(15) MICHAEL GARNREITER........................................................................
DIRECTOR
 4.0
.......................0.0 		X           18,000 0 0
(16) DAVID KIKUMOTO........................................................................
DIRECTOR
 4.0
.......................0.0 		X           18,000 0 0
(17) PETER S FINE........................................................................
PRESIDENT & CEO
 40.0
.......................8.0 		X   X       4,327,222 0 1,526,432
Form 990 (2012)
Form 990 (2012)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) RONALD BUNNELL........................................................................
EXECUTIVE VICE-PRESIDENT & CAO
 40.0
.......................12.0 		    X       1,768,397 0 1,096,637
(19) JOHN HENSING MD........................................................................
EXECUTIVE VICE-PRESIDENT & CMO
 40.0
.......................8.0 		    X       1,187,833 0 38,777
(20) JAMES FERANDO........................................................................
PRESIDENT - WESTERN REGION
 40.0
.......................8.0 		    X       974,515 0 29,409
(21) DENNIS DAHLEN........................................................................
SENIOR VICE-PRESIDENT & CFO
 40.0
.......................9.0 		    X       1,213,259 0 39,115
(22) KATHY BOLLINGER........................................................................
PRESIDENT - AZ WEST REGION
 40.0
.......................8.0 		    X       1,059,127 0 36,496
(23) MICHAEL WARDEN........................................................................
SENIOR VP, CIO
 40.0
.......................8.0 		    X       1,050,833 0 33,307
(24) DAVID BIXBY........................................................................
SVP/GENERAL COUNSEL/SECRETARY
 40.0
.......................12.0 		    X       885,372 0 552,994
(25) REBECCA KUHN........................................................................
PRESIDENT - AZ EAST REGION
 40.0
.......................8.0 		    X       1,014,771 0 30,208
(26) EDWARD OXFORD JR........................................................................
SENIOR VP CHIEF TALENT OFFICER
 40.0
.......................8.0 		    X       833,618 0 32,381
(27) PATRICIA BLOCK........................................................................
VP, TREASURY & TREASURER
 40.0
.......................1.0 		    X       325,846 0 18,399
(28) ELIZABETH AVANT........................................................................
ASSISTANT SECRETARY
 40.0
.......................8.0 		    X       84,003 0 24,175
(29) CHARLES LEHN........................................................................
SVP NETWORK OPERATIONS
 16.0
.......................32.0 		    X       453,850 0 35,749
(30) JAMES BRANNON........................................................................
CEO - BANNER MEDICAL GROUP
 0.0
.......................40.0 		      X     0 791,249 38,906
(31) RICHARD SUTTON........................................................................
CEO - NORTH COLORADO MED CTR
 40.0
.......................0.0 		      X     728,170 0 86,293
(32) ERIC REIMAN........................................................................
PRES CEO/CSO - BANNER RESEARCH
 20.0
.......................20.0 		      X     719,810 0 86,734
(33) LARRY VOLKMAR........................................................................
CEO - BANNER GOOD SAMARITAN MC
 40.0
.......................0.0 		      X     718,823 0 31,070
(34) THOMAS DICKSON........................................................................
CEO - BANNER THUNDERBIRD MC
 40.0
.......................0.0 		      X     625,515 0 35,564
(35) TODD WERNER........................................................................
CEO - BANNER DESERT MED CTR
 40.0
.......................0.0 		      X     616,893 0 38,875
(36) DAVID CHENEY........................................................................
CEO - BANNER BOSWELL MED CTR
 40.0
.......................0.0 		      X     545,316 0 11,768
(37) MICHAEL POWERS........................................................................
CEO - FAIRBANKS MEMORIAL
 40.0
.......................0.0 		      X     526,826 0 21,536
(38) DAN WEINMAN........................................................................
VP - STRATEGY AND PLANNING
 40.0
.......................8.0 		      X     519,889 0 47,362
(39) ROBERT GOULD........................................................................
CEO - BANNER ESTRELLA MED CTR
 40.0
.......................0.0 		      X     518,348 0 60,440
(40) LAURA ROBERTSON........................................................................
CEO - BANNER BAYWOOD MED CTR
 40.0
.......................0.0 		      X     514,713 0 41,911
(41) PAMELA NENABER........................................................................
COO - BMG
 0.0
.......................40.0 		      X     227,199 283,673 27,731
(42) DALE SCHULTZ........................................................................
VP - BUSINESS HEALTH
 40.0
.......................8.0 		      X     467,796 0 28,509
(43) KIP EDWARDS........................................................................
VP - DEVELOPMENT/CONSTRUCTION
 40.0
.......................8.0 		      X     465,742 0 30,174
(44) RHONDA ANDERSON........................................................................
CEO - CARDON CHILDREN'S HOSP
 40.0
.......................0.0 		      X     442,808 0 26,633
(45) BETSY SULLIVAN........................................................................
VP REVENUE CYCLE
 40.0
.......................0.0 		      X     425,030 0 33,807
(46) DAVID KAUBISCH........................................................................
VP FINANCE
 40.0
.......................8.0 		      X     420,089 0 36,250
(47) CHARLES BOWEN........................................................................
VP - SUPPLY CHAIN MANAGEMENT
 40.0
.......................8.0 		      X     416,477 0 34,340
(48) MARILYN SCHOCK........................................................................
CEO - MCKEE MEDICAL CENTER
 40.0
.......................0.0 		      X     414,349 0 53,950
(49) DEBRA FLORES........................................................................
CEO - BANNER DEL E. WEBB MC
 40.0
.......................0.0 		      X     407,825 0 34,527
(50) CARSON WEBB........................................................................
PHYSICIAN
 40.0
.......................0.0 		        X   1,071,602 0 43,107
(51) RICKY LATHAM........................................................................
PHYSICIAN
 40.0
.......................0.0 		        X   1,067,577 0 61,068
(52) MAURICE LYONS........................................................................
PHYSICIAN
 40.0
.......................0.0 		        X   689,800 0 43,804
(53) EDGARDO RIVERA........................................................................
PHYSICIAN
 40.0
.......................0.0 		        X   696,059 0 30,784
(54) LIN-WANG DONG........................................................................
PHYSICIAN
 40.0
.......................0.0 		        X   640,264 0 37,491
(55) DON EVANS........................................................................
CEO - BANNER BAYWOOD MED CTR
 0.0
.......................0.0 		          X 184,760 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 29,772,326 1,074,922 4,516,713
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet1,434
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
CERNER CORPORATION, 2800 ROCKCREEK PARKWAYKANSAS CITYMO64117 HEALTHCARE IT 35,175,483
US FOODSERVICE INC, 2838 COLLECTIONS CENTER DRIVECHICAGOIL60693 FOOD SERVICES 23,536,208
MCCARTHY BUILDING COMPANIES INC, 80 RIO SALADO PARKWAY SUITE 130TEMPEAZ85281 GENERAL CONTRACTOR 19,076,806
UNIVERSITY OF ARIZONA, BOX 245002TUCSONAZ85724 RESEARCH 16,797,382
DPR CONSTRUCTION INC, 3020 E CAMELBACK ROAD SUITE 100PHOENIXAZ85016 GENERAL CONTRACTOR 15,497,664
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet1,263
Form 990 (2012)
Form 990 (2012)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response to any question in this Part VIII ..............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 5,348,152
e Government grants (contributions)1e 6,602,013
f All other contributions, gifts, grants, and
similar amounts not included above1f 		2,897,688
g Noncash contributions included in lines
1a-1f:$ 		8,500
h Total. Add lines 1a-1f.......MediumBullet 14,847,853
Program Service Revenue Business Code
2a HEALTHCARE SERVICE 900099 4,090,633,914 4,090,633,914    
b PARTNERSHIP INCOME 621500 25,674,273 9,236,090 16,438,183  
c LABORATORY 621500 4,929,303   4,929,303  
d PHARMACY 446110 4,786,939   4,786,939  
e MANAGEMENT SERVICES 541610 2,723,175   2,723,175  
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 4,128,747,604
Other Revenue 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 57,312,177     57,312,177
4 Income from investment of tax-exempt bond proceeds..MediumBullet 5     5
5 Royalties...........MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents 17,284,254  
b Less: rental expenses 12,177,104  
c Rental income or (loss) 5,107,150 0
d Net rental income or (loss).......MediumBullet 5,107,150     5,107,150
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 9,139,858,834 33,820,108
b Less: cost or other basis and sales expenses 9,110,767,129 15,985,961
c Gain or (loss) 29,091,705 17,834,147
d Net gain or (loss)..........MediumBullet 46,925,852     46,925,852
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a MINORITY INTEREST INCOME 900099 -276,900 -276,900    
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet -276,900
12 Total revenue. See Instructions......MediumBullet 4,252,663,741 4,099,593,104 28,877,600 109,345,184
Form 990 (2012)
Form 990 (2012)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response to any question in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 14,281,057 14,281,057
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 32,608,167   32,608,167  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 614,973 614,973    
7 Other salaries and wages 1,717,698,319 1,603,079,171 114,619,148  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 41,292,328 38,831,939 2,460,389  
9 Other employee benefits ....... 167,739,709 143,045,532 24,694,177  
10 Payroll taxes ........... 124,329,604 114,304,778 10,024,826  
11 Fees for services (non-employees):        
a Management ...... 2,232,421 1,954,443 277,978  
b Legal ......... 5,136,264 181,512 4,954,752  
c Accounting ........... 2,074,319 183,876 1,890,443  
d Lobbying ........... 605,418 605,418 0  
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 17,938,071   17,938,071  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 176,754,287 175,253,742 1,500,545  
12 Advertising and promotion .... 12,685,303 7,253,851 5,431,452  
13 Office expenses ....... 760,733,653 757,113,692 3,619,961  
14 Information technology ...... 48,915,137 46,620,413 2,294,724  
15 Royalties .. 0      
16 Occupancy ........... 113,286,090 108,759,227 4,526,863  
17 Travel ............ 3,149,583 2,190,884 958,699  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 185,438 164,815 20,623  
20 Interest ........... 135,875,326 86,015,703 49,859,623  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 273,438,668 261,688,538 11,750,130  
23 Insurance .............. 39,498,716 37,245,874 2,252,842  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a DUES & SUBSCRIPTIONS 5,018,808 4,155,829 862,979  
b INCOME TAX 5,751,942 0 5,751,942  
c RECRUITMENT 5,498,116 3,436,381 2,061,735  
d STAFF DEVELOPMENT 3,765,045 2,845,391 919,654  
e All other expenses 129,131,756 146,022,559 -16,890,803  
25 Total functional expenses. Add lines 1 through 24e 3,840,238,518 3,555,849,598 284,388,920 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2012)
Form 990 (2012)
Page 11
Part X Balance Sheet Check if Schedule O contains a response to any question in this Part X ...............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing ............. 219,066,738 1 175,272,194
2 Savings and temporary cash investments ......... 126,446,011 2 64,645,127
3 Pledges and grants receivable, net ........... 0 3 0
4 Accounts receivable, net ............. 502,458,823 4 512,517,673
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6 0
7 Notes and loans receivable, net ............. 58,379,765 7 54,924,612
8 Inventories for sale or use .............. 111,311,804 8 116,244,746
9 Prepaid expenses and deferred charges .......... 26,375,257 9 36,166,660
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 4,929,222,407
b Less: accumulated depreciation ..... 10b 2,343,295,661 2,375,604,602 10c 2,585,926,746
11 Investments—publicly traded securities .......... 2,368,970,719 11 2,985,866,530
12 Investments—other securities. See Part IV, line 11 ..... 344,164,069 12 294,109,020
13 Investments—program-related. See Part IV, line 11 ..... 0 13 0
14 Intangible assets ............... 40,586,614 14 43,988,433
15 Other assets. See Part IV, line 11 ........... 124,967,878 15 292,208,696
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 6,298,332,280 16 7,161,870,437
Liabilities 17 Accounts payable and accrued expenses ......... 652,043,329 17 602,218,309
18 Grants payable ................. 0 18 0
19 Deferred revenue ................ 7,115,620 19 6,340,209
20 Tax-exempt bond liabilities ............. 2,253,398,904 20 2,360,914,394
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 1,442,651 23 42,503,222
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 662,713,353 25 813,583,493
26 Total liabilities. Add lines 17 through 25......... 3,576,713,857 26 3,825,559,627
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 2,644,953,283 27 3,244,115,274
28 Temporarily restricted net assets ........... 76,665,140 28 92,195,536
29 Permanently restricted net assets ........... 0 29 0
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 2,721,618,423 33 3,336,310,810
34 Total liabilities and net assets/fund balances ........ 6,298,332,280 34 7,161,870,437
Form 990 (2012)
Form 990 (2012)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI ...............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
4,252,663,741
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
3,840,238,518
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
412,425,223
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
2,721,618,423
5
Net unrealized gains (losses) on investments ...............
5
221,539,619
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-19,272,455
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
3,336,310,810
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII ..............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If “Yes,” to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits
3b
Yes
 
Form 990 (2012)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
BANNER HEALTH
 
Employer identification number

45-0233470
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2012

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2012
Name of the organization
BANNER HEALTH
 
Employer identification number

45-0233470
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 2
Name of organization
BANNER HEALTH
  		Employer identification number

45-0233470
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 3
Name of organization
BANNER HEALTH
  		Employer identification number

45-0233470
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 4
Name of organization
BANNER HEALTH
  		Employer identification number

45-0233470
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public
Inspection
If the organization answered “Yes” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
BANNER HEALTH
 
Employer identification number

45-0233470
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2012

Schedule C (Form 990 or 990-EZ) 2012
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) Total
             
2a Lobbying nontaxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		         
             
c Total lobbying expenditures          
             
d Grassroots nontaxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		          
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2012


Schedule C (Form 990 or 990-EZ) 2012
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
 
No
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
413,646
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
Yes
 
191,772
j
Total. Add lines 1c through 1i ...............................
605,418
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered “No” OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Identifier Return Reference Explanation
OTHER LOBBYING ACTIVITIES SCHEDULE C, PART II-B, LINE 1G AND 1I BANNER HEALTH ENGAGED SEVERAL INDEPENDENT CONTRACTORS TO PROVIDE GOVERNMENT RELATIONS AND POLITICAL CONSULTING SERVICES FOR BANNER HEALTH. THESE CONTRACTORS WORKED WITH BOTH THE FEDERAL AND STATE GOVERNMENTS ON ISSUES IMPORTANT TO BANNER HEALTHS CHARITABLE MISSION. IN 2012, BANNER HEALTH PAID $413,646 FOR THESE SERVICES AND THESE AMOUNTS ARE REPORTED ON LINE 1g. BANNER HEALTH MAINTAINS A GOVERNMENT RELATIONS DEPARTMENT. $66,413 OF THE AMOUNT REPORTED ON LINE 1I IS RELATED TO THE SERVICES PROVIDED BY THE GOVERNMENT RELATIONS DEPARTMENT IN CONNECTION WITH STATE AND LOCAL LEGISLATIVE ACTIVITIES INCLUDING GENERAL LOBBYING AT THE STATE LEGISLATIVE LEVEL. $125,359 OF THE AMOUNT REPORTED ON LINE 1I IS RELATED TO DUES PAID TO VARIOUS PROFESSIONAL MEDICAL ASSOCIATIONS IN WHICH BANNER HEALTH HOLDS MEMBERSHIP. THESE ASSOCIATIONS HAVE MADE A DETERMINATION THAT A CERTAIN AMOUNT OF THE DUES PAID WERE USED FOR LOBBYING ACTIVITIES.
Schedule C (Form 990 or 990EZ) 2012

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
BANNER HEALTH
 
Employer identification number

45-0233470
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   147,793,966 147,793,966
b Buildings ................   1,254,114,180 415,560,252 838,553,928
c Leasehold improvements ............   22,634,521 11,231,050 11,403,471
d Equipment ................   3,381,447,569 1,874,489,282 1,506,958,287
e Other .................   123,232,171 42,015,077 81,217,094
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 2,585,926,746
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0
ASSET RETIREMENT OBLIGATION 14,075,773
ESCHEAT 1,916,450
SELF-INSURANCE LIABILITIES -905,732
CAP LEASE PAYABLE 17,833,017
THIRD PARTY PAYOR SETTLEMENTS 35,896,625
OTHER NON-CURRENT LIABILITIES 226,704,318
PENSION PAYABLE 72,274,934
SERP LIABILITY 43,323,812
LONG-TERM SWAPS 395,975,355
457(B) LIABILITY 6,488,941
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 813,583,493
2. Fin 48 (ASC 740) Footnote. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII .....................................................
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
Schedule D (Form 990) 2012

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
BANNER HEALTH
 
Employer identification number

45-0233470
Part I
General Information on Activities Outside the United States. Complete if the organization answered “Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of the grants or
assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used to award
the grants or assistance? ...................................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of grant funds outside
the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
Central America and the Caribbean     Investments   898,596,245
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .....     898,596,245
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     898,596,245
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2012
Schedule F (Form 990) 2012
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered “Yes” to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
 
3
Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2012
Schedule F (Form 990) 2012Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2012
Schedule F (Form 990) 2012
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If “Yes,”the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If “Yes,” the organizationmay be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A).......................................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713)................................................
Schedule F (Form 990) 2012
Schedule F (Form 990) 2012
Page 5
Part V
Supplemental Information
Complete this part to provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
Identifier ReturnReference Explanation
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2012
Additional Data


Software ID:  
Software Version:  



SCHEDULE H (Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990. MediumBullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
BANNER HEALTH
 
Employer identification number

45-0233470
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a ...
1a
Yes
 
b
If "Yes," was it a written policy? .......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: .........
3b
Yes
 
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? ..............

4

 

No
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during the tax year? ............................

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? ......
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? ..............
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? ..........
6a
 
No
b
If "Yes," did the organization make it available to the public? ..............
6b
 
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) .. 		    149,044,937 0 149,044,937 3.900 %
b Medicaid (from Worksheet 3,
column a) .... 		    602,508,798 413,116,861 189,391,937 4.900 %
c Costs of other means-tested
government programs (from
Worksheet 3, column b) . 		           
d Total Financial Assistance
and Means-Tested
Government Programs . 		    751,553,735 413,116,861 338,436,874 8.800 %
Other Benefits
     8,475,940 246,242 8,229,698 0.200 %
e Community health
improvement services and
community benefit operations
(from Worksheet 4) ..
f Health professions education
(from Worksheet 5) .. 		    52,528,249 29,218,277 23,309,972 0.600 %
g Subsidized health services
(from Worksheet 6) .. 		    12,062,072 420,547 11,641,525 0.300 %
h Research (from Worksheet 7)     30,725,000 23,154,000 7,571,000 0.200 %
i Cash and in-kind
contributions for community
benefit (from Worksheet 8) 		    2,298,407 54,704 2,243,703 0.100 %
j Total. Other Benefits ..     106,089,668 53,093,770 52,995,898 1.400 %
k Total. Add lines 7d and 7j .     857,643,403 466,210,631 391,432,772 10.200 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development     42,438 0 42,438 0 %
3 Community support     88,795 0 88,795 0 %
4 Environmental improvements            
5 Leadership development and training for community members     10,603 0 10,603 0 %
6 Coalition building     340,001 0 340,001 0.010 %
7 Community health improvement advocacy     2,893 0 2,893 0 %
8 Workforce development     2,837,159 0 2,837,159 0.070 %
9 Other            
10 Total     3,321,889 0 3,321,889 0.080 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
 
No
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
113,972,429
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
74,082,079
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
845,291,705
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
857,719,348
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-12,427,643
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI.......................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership % 		(e) Physicians'
profit % or stock
ownership %
1LOVELAND ENDOSCOPY
  		ENDOSCOPY CENTER 25.000 %   75.000 %
2LOVELAND MED ENTPR
  		MEDICAL OFFICE COMPLEX 70.000 %   30.000 %
3BANNER BAYWOOD CTR
  		AMBULATORY SURGERY CENTER 51.000 %   49.000 %
4BANNER CYN SPR SURG
  		AMBULATORY SURGERY CENTER 69.200 %   30.800 %
5BANNER DESERT SURG
  		AMBULATORY SURGERY CENTER 90.900 %   1.800 %
6SURGICENTER OF AMER
  		AMBULATORY SURGERY CENTER 80.700 %   19.300 %
7UNION HILLS SURG CTR
  		AMBULATORY SURGERY CENTER 86.900 %   14.100 %
8LOVELAND SURG ENTPR
  		AMBULATORY SURGERY CENTER 61.000 %   14.000 %
9
10
11
12
13
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)
How many hospital facilities did the organization operate during the tax year?23
Name, address, and primary website address 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital Research Facility ER-24Hours ER-Other Other (Describe) Facility reporting group
1 BANNER GOOD SAMARITAN MEDICAL CENTER
1111 E MCDOWELL RD
PHOENIX,AZ85006
WWW.BANNERHEALTH.COM 		X X   X     X     A
2 BANNER DESERT MEDICAL CENTER
1400 S DOBSON ROAD
MESA,AZ85202
WWW.BANNERHEALTH.COM 		X X X       X     A
3 BANNER BOSWELL MEDICAL CENTER
10401 W THUNDERBIRD ROAD
SUN CITY,AZ85351
WWW.BANNERHEALTH.COM 		X X         X     A
4 BANNER THUNDERBIRD MEDICAL CENTER
5555 W THUNDERBIRD ST
GLENDALE,AZ85304
WWW.BANNERHEALTH.COM 		X X         X     A
5 BANNER DEL E WEBB MEDICAL CENTER
14502 WEST MEEKER BLVD
SUN CITY WEST,AZ85375
WWW.BANNERHEALTH.COM 		X X         X     A
6 BANNER BAYWOOD MEDICAL CENTER
6644 E BAYWOOD AVE
MESA,AZ85206
WWW.BANNERHEALTH.COM 		X X         X     A
7 BANNER ESTRELLA MEDICAL CENTER
9201 W THOMAS ROAD
PHOENIX,AZ85037
WWW.BANNERHEALTH.COM 		X X         X     A
8 NORTH COLORADO MEDICAL CENTER
1801 16TH STREET
GREELEY,CO80631
WWW.BANNERHEALTH.COM 		X X   X     X     A
9 BANNER GATEWAY MEDICAL CENTER
1900 S HIGLEY ROAD
GILBERT,AZ85234
WWW.BANNERHEALTH.COM 		X X         X     A
10 BANNER HEART HOSPITAL
6750 E BAYWOOD AVE
MESA,AZ85206
WWW.BANNERHEALTH.COM 		X X               A
11 FAIRBANKS MEMORIAL HOSPITAL
1650 COWLES STREET
FAIRBANKS,AK99701
WWW.BANNERHEALTH.COM 		X X         X     A
12 MCKEE MEDICAL CENTER
2000 BOISE AVE
LOVELAND,CO80538
WWW.BANNERHEALTH.COM 		X X         X     A
13 BANNER CHURCHILL COMMUNITY HOSPITAL
801 E WILLIAMS AVE
FALLON,NV89406
WWW.BANNERHEALTH.COM 		X X         X     A
14 STERLING REGIONAL MEDICAL CENTER
615 FAIRHURST STREET
STERLING,CO80751
WWW.BANNERHEALTH.COM 		X X         X     A
15 BANNER LASSEN MED CTR-CRITICAL ACCESS
1800 SPRING RIDGE DRIVE
SUSANVILLE,CA96130
WWW.BANNERHEALTH.COM 		X X     X   X     A
16 BANNER BEHAVIORAL HEALTH HOSPITAL
7575 E EARLL DRIVE
SCOTTSDALE,AZ85251
WWW.BANNERHEALTH.COM 		X                 A
17 EAST MORGAN CNTY HOSP-CRITICAL ACCESS
2400 W EDISON ST
BRUSH,CO80723
WWW.BANNERHEALTH.COM 		X X     X   X     A
18 PAGE HOSPITAL-CRITICAL ACCESS
501 N NAVAJO
PAGE,AZ86406
WWW.BANNERHEALTH.COM 		X X     X   X     A
19 COMMUNITY HOSP-TORRINGTON-CRIT ACCESS
2000 CAMPBELL DRIVE
TORRINGTON,WY82240
WWW.BANNERHEALTH.COM 		X X     X   X     A
20 OGALLALA COMM HOSP-CRITICAL ACCESS
2601 N SPRUCE STREET
OGALLALA,NE69153
WWW.BANNERHEALTH.COM 		X X     X   X     A
21 WASHAKIE MED CENTER-CRITICAL ACCESS
400 S 15TH STREET
WORLAND,WY82401
WWW.BANNERHEALTH.COM 		X X     X   X     A
22 PLATTE CNTY MEM HOSP- CRITICAL ACCESS
201 14TH STREET
WHEATLAND,WY82201
WWW.BANNERHEALTH.COM 		X X     X   X     A
23 BANNER IRONWOOD MEDICAL CENTER
37000 N GANTZEL ROAD
SAN TAN VALLEY,AZ85142
WWW.BANNERHEALTH.COM 		X X         X     A
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
A
Name of hospital facility or facility reporting group  
For single facility filers only: line Number of Hospital Facility (from Schedule H, Part V, Section A)  
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1    
If “Yes,” indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20  
3 In conducting its most recent CHNA, did the hospital facility take into account input from representatives of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted .................... 3    
4 Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI................................ 4    
5 Did the hospital facility make its CHNA report widely available to the public? ............. 5    
If “Yes,” indicate how the CHNA report was made widely available (check all that apply):
a
b
c
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply to date):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7    
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a    
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 150.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Used FPG to determine eligibility for providing discounted care?................. 11 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 500.%
If "No," explain in Part VI the criteria the hospital facility used.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 15 Yes  
16 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a
b
c
d
e
17 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 17   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 19 Yes  
If “No,” indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individuals to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care? ............................ 21   No
If “Yes,” explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individuals an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Section C. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?139
Name and address Type of Facility (describe)
1 BANNER DESERT SURGERY CENTER LP
1500 S DOBSON RD SUITE 101
MESA,AZ85202 		OUT-PATIENT SURGERY CENTERS
2 SURGICENTERS OF AMERICA LP
1040 E MCDOWELL RD
PHOENIX,AZ85006 		OUT-PATIENT SURGERY CENTERS
3 BANNER THUNDERBIRD SURGICENTER LP
5555 B WEST THUNDERBIRD ROAD
GLENDALE,AZ85304 		OUT-PATIENT SURGERY CENTERS
4 BANNER HEALTH CLINIC
1920 N HIGLEY RD STE 206
GILBERT,AZ85234 		OUTPATIENT TREATMENT CENTERS/CLINICS
5 FAIRBANKS MEMORIAL HOSPITAL PHARMACY
1650 COWLES STREET
FAIRBANKS,AK99701 		RETAIL PHARMACY
6 LOVELAND SURGICAL ENTERPRISES LLC
2555 E 13TH ST STE 200
LOVELAND,CO80537 		OUT-PATIENT SURGERY CENTERS
7 BANNER HEALTH CLINIC
5890 W 13TH STREET STE 101
GREELEY,CO80634 		OUT-PATIENT SURGERY CENTERS
8 BANNER CANYON SPRINGS SURGERY CTR LP
2940 E BANNER GATEWAY DRIVE STE 1
GILBERT,AZ85234 		OUT-PATIENT SURGERY CENTERS
9 BANNER HEALTH CLINIC
1800 15TH STREET STE 310
GREELEY,CO80631 		OUTPATIENT TREATMENT CENTERS/CLINICS
10 BANNER ESTRELLA SURGERY CENTER LP
9301 W THOMAS ROAD
PHOENIX,AZ85037 		OUT-PATIENT SURGERY CENTERS
11 UNION HILLS SURGERY CENTER LP
18301 NORTH 79TH AVENUE SUITE E150
GLENDALE,AZ85308 		OUT-PATIENT SURGERY CENTERS
12 BANNER HEALTH CLINIC
1600 23RD AVENUE
GREELEY,CO80631 		OUTPATIENT TREATMENT CENTERS/CLINICS
13 BANNER HOME MEDICAL EQUIPMENT CO
1990 59TH AVE STE 300
GREELEY,CO80634 		HOME MEDICAL EQUIPMENT
14 BANNER HEALTH CLINIC
1900 BOISE AVE STE 210
LOVELAND,CO80538 		OUTPATIENT TREATMENT CENTERS/CLINICS
15 BANNER HEALTH CLINIC
117 EAST MAIN STREET SUITE A
PAYSON,AZ85541 		OUTPATIENT TREATMENT CENTERS/CLINICS
16 BANNER HEALTH CLINIC
1432 S DOBSON RD STE 304
MESA,AZ85202 		OUTPATIENT TREATMENT CENTERS/CLINICS
17 BANNER HEALTH CLINIC
1920 N HIGLEY RD STE 308
GILBERT,AZ85234 		OUTPATIENT TREATMENT CENTERS/CLINICS
18 BANNER HEALTH CLINIC
625 ALBANY AVE
TORRINGTON,WY82240 		OUTPATIENT TREATMENT CENTERS/CLINICS
19 BANNER HOME CARE COLORADO
5628 W 19TH ST STE 1
GREELEY,CO80634 		HOME HEALTH
20 BANNER HEALTH CLINIC
1800 15TH STREET STE 200
GREELEY,CO80631 		OUTPATIENT TREATMENT CENTERS/CLINICS
21 MOUNTAIN VISTA ORTHOPAEDIC SURG CNTR
5890 W 13TH ST STE 102
GREELEY,CO80634 		OUT-PATIENT SURGERY CENTERS
22 BANNER HEALTH CLINIC
2410 W 16TH ST
GREELEY,CO80631 		OUTPATIENT TREATMENT CENTERS/CLINICS
23 BANNER HEALTH CLINIC
9305 W THOMAS ROAD SUITE 380
PHOENIX,AZ85037 		OUTPATIENT TREATMENT CENTERS/CLINICS
24 BANNER HEALTH CLINIC
1432 S DOBSON ROAD STE 301
MESA,AZ85202 		OUTPATIENT TREATMENT CENTERS/CLINICS
25 BANNER HEALTH CLINIC
6553 E BAYWOOD AVE SUITE 210
MESA,AZ85206 		OUTPATIENT TREATMENT CENTERS/CLINICS
26 BANNER HEALTH CLINIC
222 JOHNSTOWN CENTER DRIVE
JOHNSTOWN,CO80534 		OUTPATIENT TREATMENT CENTERS/CLINICS
27 BANNER HEALTH CLINIC
5623 W 19TH ST
GREELEY,CO80634 		OUTPATIENT TREATMENT CENTERS/CLINICS
28 BANNER HEALTH CLINIC
1432 S DOBSON RD STE 501
MESA,AZ85202 		OUTPATIENT TREATMENT CENTERS/CLINICS
29 SUMMIT VIEW PHARMACY
2001 70TH AVE
GREELEY,CO80634 		RETAIL PHARMACY
30 BANNER HEALTH CLINIC
5890 W 13TH ST STE 106
GREELEY,CO80634 		OUTPATIENT TREATMENT CENTERS/CLINICS
31 BANNER HEALTH CLINIC
13188 NORTH 103RD DRIVE SUITE 206
SUN CITY,AZ85351 		OUTPATIENT TREATMENT CENTERS/CLINICS
32 BANNER HEALTH CLINIC
801 E WILLIAMS
FALLON,NV89406 		OUTPATIENT TREATMENT CENTERS/CLINICS
33 BANNER HEALTH CLINIC
2010 16TH ST STE A
GREELEY,CO80631 		OUTPATIENT TREATMENT CENTERS/CLINICS
34 BANNER HEALTH CLINIC
1800 15TH ST STE 100B
GREELEY,CO80631 		OUTPATIENT TREATMENT CENTERS/CLINICS
35 BANNER HEALTH CLINIC
1432 S DOBSON ROAD STE 107
MESA,AZ85202 		OUTPATIENT TREATMENT CENTERS/CLINICS
36 BANNER HEALTH CLINIC
2001 70TH AVE STE 110
GREELEY,CO80634 		OUTPATIENT TREATMENT CENTERS/CLINICS
37 BANNER HEALTH CLINIC
6553 E BAYWOOD AVE SUITE 212
MESA,AZ85206 		OUTPATIENT TREATMENT CENTERS/CLINICS
38 BANNER HEALTH CLINIC
1432 S DOBSON RD STE 402
MESA,AZ85202 		OUTPATIENT TREATMENT CENTERS/CLINICS
39 HORIZON LABORATORY LLC
2555 E 13TH ST STE 115
LOVELAND,CO80537 		LABORATORY
40 HORIZON LABORATORY LLC
1230 14TH STREET SW
LOVELAND,CO80537 		LABORATORY
41 HORIZON LABORATORY LLC
1600 23RD AVENUE
GREELEY,CO80631 		LABORATORY
42 HORIZON LABORATORY LLC
2001 70TH AVE
GREELEY,CO80634 		LABORATORY
43 HORIZON LABORATORY LLC
2923 GINNALA DRIVE
LOVELAND,CO80538 		LABORATORY
44 HORIZON LABORATORY LLC
702 W DRAKE ROAD BUILDING A
FORT COLLINS,CO80526 		LABORATORY
45 HORIZON LABORATORY LLC
909 E RAILROAD AVE
FORT MORGAN,CO80701 		LABORATORY
46 BANNER HEALTH CLINIC
1432 S DOBSON ROAD STE 403
MESA,AZ85202 		OUTPATIENT TREATMENT CENTERS/CLINICS
47 BANNER HEALTH CLINIC
1405 8TH AVE STE 101
STERLING,CO80751 		OUTPATIENT TREATMENT CENTERS/CLINICS
48 BANNER HEALTH CLINIC
5757 W THUNDERBIRD ROAD W-406
GLENDALE,AZ85306 		OUTPATIENT TREATMENT CENTERS/CLINICS
49 BANNER HEALTH CLINIC
1800 15TH STREET STE 340
GREELEY,CO80631 		OUTPATIENT TREATMENT CENTERS/CLINICS
50 BANNER HEALTH CLINIC
2600 E SOUTHERN AVE B-2
TEMPE,AZ85282 		OUTPATIENT TREATMENT CENTERS/CLINICS
51 WINDSOR COMMUNITY PHARMACY
1300 MAIN STREET
WINDSOR,CO80550 		RETAIL PHARMACY
52 BANNER HEALTH CLINIC
1300 MAIN ST
WINDSOR,CO80550 		OUTPATIENT TREATMENT CENTERS/CLINICS
53 BANNER HEALTH CLINIC
1800 15TH ST STE A
GREELEY,CO80631 		OUTPATIENT TREATMENT CENTERS/CLINICS
54 BANNER HEALTH CLINIC
1900 N BOISE AVE STE 200
LOVELAND,CO80538 		OUTPATIENT TREATMENT CENTERS/CLINICS
55 BANNER HEALTH CLINIC
5310 W THUNDERBIRD RD STE 200
GLENDALE,AZ85306 		OUTPATIENT TREATMENT CENTERS/CLINICS
56 BANNER HEALTH CLINIC
100 S CHERRY UNIT 1
EATON,CO80615 		OUTPATIENT TREATMENT CENTERS/CLINICS
57 BANNER HEALTH CLINIC
1459 S HIGLEY RD STE 106
GILBERT,AZ85234 		OUTPATIENT TREATMENT CENTERS/CLINICS
58 BANNER HEALTH CLINIC
1405 HOWELL
WORLAND,WY82401 		OUTPATIENT TREATMENT CENTERS/CLINICS
59 BANNER HEALTH CLINIC
1405 S 8TH AVE STE 105
STERLING,CO80751 		OUTPATIENT TREATMENT CENTERS/CLINICS
60 BANNER HEALTH CLINIC
1300 N 12TH STREET STE 616
PHOENIX,AZ85006 		OUTPATIENT TREATMENT CENTERS/CLINICS
61 BANNER HEALTH CLINIC
2050 BOISE AVE STE B
LOVELAND,CO80538 		OUTPATIENT TREATMENT CENTERS/CLINICS
62 BANNER HEALTH CLINIC
2010 N 16TH ST STE C
GREELEY,CO80631 		OUTPATIENT TREATMENT CENTERS/CLINICS
63 BANNER HEALTH CLINIC
805 E MAIN STREET STE A
FERNLEY,NV89408 		OUTPATIENT TREATMENT CENTERS/CLINICS
64 BANNER HEALTH CLINIC
601 N NAVAJO
PAGE,AZ86406 		OUTPATIENT TREATMENT CENTERS/CLINICS
65 BANNER HEALTH CLINIC
2400 W EDISON
BRUSH,CO80723 		OUTPATIENT TREATMENT CENTERS/CLINICS
66 BANNER BAYWOOD PAIN CENTER LP
6424 E BROADWAY ROAD STE 102
MESA,AZ85206 		OUT-PATIENT SURGERY CENTERS
67 BANNER HOME CARE COLORADO
320 NORTH CLEVELAND AVENUE
LOVELAND,CO80537 		HOME HEALTH
68 BANNER BEHAVIORAL HLTH OUTPATIENT
604 W WARNER RD STE B1
CHANDLER,AZ85225 		OUTPATIENT TREATMENT CENTERS/CLINICS
69 BANNER HEALTH CLINIC
9755 N 90TH STREET STE C-200
SCOTTSDALE,AZ85258 		OUTPATIENT TREATMENT CENTERS/CLINICS
70 BANNER ALZHEIMER'S INSTITUTE
901 E WILLETTA ST 3RD FLOOR
PHOENIX,AZ85006 		OUTPATIENT TREATMENT CENTERS/CLINICS
71 BANNER LAKES IMAGING CENTER
10474 W THUNDERBIRD BLVD STE 100
SUN CITY,AZ85351 		OUTPATIENT TREATMENT CENTERS/CLINICS
72 BANNER BOSWELL MC - PAIN CENTER
13203 NORTH 103RD AVENUE STE H-5
SUN CITY,AZ85351 		OUTPATIENT TREATMENT CENTERS/CLINICS
73 BANNER BOSWELL MC - WOUND CENTER
13203 NORTH 103RD AVENUE STE I-1
SUN CITY,AZ85351 		OUTPATIENT TREATMENT CENTERS/CLINICS
74 BANNER DEL E WEBB MEDICAL CENTER-OP DIAG
14420 W MEEKER SUITE A101
SUN CITY,AZ85375 		OUTPATIENT TREATMENT CENTERS/CLINICS
75 BANNER DEL E WEBB MEDICAL CENTER - OP
14418 W MEEKER BLVD STE 301
SUN CITY,AZ85375 		OUTPATIENT TREATMENT CENTERS/CLINICS
76 BANNER GOOD SAMARITAN CENTER - ESRD
1111 E MCDOWELL ROAD SUITE 9-B
PHOENIX,AZ85006 		OUTPATIENT TREATMENT CENTERS/CLINICS
77 SAM ACADEMIC FACULTY ASSOC - SURG ASSOC
925 E MCDOWELL ROAD 4TH FLOOR
PHOENIX,AZ85006 		OUTPATIENT TREATMENT CENTERS/CLINICS
78 SAM ACADEMIC FACULTY ASSOC - BH CENTER
925 E MCDOWELL ROAD 4TH FLOOR
PHOENIX,AZ85006 		OUTPATIENT TREATMENT CENTERS/CLINICS
79 BANNER GOOD SAMARITAN FAMILY MEDICINE
1300 N 12TH STREET 605
PHOENIX,AZ85006 		OUTPATIENT TREATMENT CENTERS/CLINICS
80 BANNER GOOD SAMARITAN INTERNAL MEDICINE
1300 N 12TH STREET 508
PHOENIX,AZ85006 		OUTPATIENT TREATMENT CENTERS/CLINICS
81 BANNER GOOD SAMARITAN LIVER DISEASE CNTR
1521 W TANGERINE RD STE 299
TUCSON,AZ85737 		OUTPATIENT TREATMENT CENTERS/CLINICS
82 BANNER GOOD SAM O AND G - WOMEN'S CNTR
1300 N 12TH STREET STE 407
PHOENIX,AZ85006 		OUTPATIENT TREATMENT CENTERS/CLINICS
83 BANNER GOOD SAM CAVANAGH HEART CLINIC
1300 N 12TH STREET STE 407
PHOENIX,AZ85006 		OUTPATIENT TREATMENT CENTERS/CLINICS
84 BANNER HEALTH CLINIC
14418 W MEEKER BLVD STE 304
SUN CITY WEST,AZ85375 		OUTPATIENT TREATMENT CENTERS/CLINICS
85 BTMC - BANNER CHILDREN'S REHAB
5601 W EUGIE ST STE 212
GLENDALE,AZ85304 		OUTPATIENT TREATMENT CENTERS/CLINICS
86 BTMC - C & P REHABPRE-ADMITTING TESTING
5601 W EUGIE ST STE 211AB
GLENDALE,AZ85304 		OUTPATIENT TREATMENT CENTERS/CLINICS
87 BTMC- REHAB SERVICES AND SLEEP DISORDER
5605 W EUGIE ST STE 215
GLENDALE,AZ85304 		OUTPATIENT TREATMENT CENTERS/CLINICS
88 BANNER HEALTH CLINIC
500 MAIN STREET
FORT MORGAN,CO80701 		OUTPATIENT TREATMENT CENTERS/CLINICS
89 THE CLEO ROBERTS CENTER
10515 WEST SANTA FE DR 1ST FLR
SUN CITY,AZ85351 		OUTPATIENT TREATMENT CENTERS/CLINICS
90 BANNER HEALTH CLINIC
300 EXEMPLA CIRCLE STE 200
LAFAYETTE,CO80026 		OUTPATIENT TREATMENT CENTERS/CLINICS
91 BANNER HEALTH CLINIC
1800 15TH STREET STE 320
GREELEY,CO80631 		OUTPATIENT TREATMENT CENTERS/CLINICS
92 BANNER HEALTH CLINIC
1800 15TH STREET STE 210
GREELEY,CO80631 		OUTPATIENT TREATMENT CENTERS/CLINICS
93 BANNER GARDENS HOSPICE HOUSE
7231 E BROADWAY
MESA,AZ85208 		HOSPICE
94 FAIRBANKS MEMORIAL HOSPITAL HOME CARE
1302 21ST AVE FLR 2
FAIRBANKS,AK99701 		HOME MEDICAL EQUIPMENT
95 FAIRBANKS MEMORIAL HOSPITAL HOME CARE
1302 21ST AVENUE
FAIRBANKS,AK99701 		HOME MEDICAL EQUIPMENT
96 BDMC - JEWELS GARDEN ONCOLOGY BOUTIQUE
1432 S DOBSON RD STE 105
MESA,AZ85202 		HOME MEDICAL EQUIPMENT
97 BANNER OCCUPATIONAL HEALTH CLINIC
1300 N 12TH ST STE 520
PHOENIX,AZ85006 		BANNER OCCUPATIONAL HEALTH
98 BANNER OCCUPATIONAL HEALTH
5601 W EUGIE AVE SUITE 213
GLENDALE,AZ85304 		BANNER OCCUPATIONAL HEALTH
99 BANNER OCCUPATIONAL HEALTH
2225 W SOUTHERN AVENUE
MESA,AZ85202 		BANNER OCCUPATIONAL HEALTH
100 BANNER GATEWAY OCCUPATIONAL HEALTH
1920 N HIGLEY STE 108
GILBERT,AZ85234 		BANNER OCCUPATIONAL HEALTH
101 BANNER ESTRELLA OCCUPATIONAL HEALTH
9305 W THOMAS ROAD SUITE 235
PHOENIX,AZ85037 		BANNER OCCUPATIONAL HEALTH
102 BANNER BAYWOOD JOHN J RHODES REHAB
6644 E BAYWOOD AVENUE
MESA,AZ85206 		REHABILITATION CENTERS
103 BANNER BOSWELL MEDICAL CENTER REHAB
10601 W SANTA FE DRIVE
SUN CITY,AZ85351 		REHABILITATION CENTERS
104 ATRIUM APOTHECARY
1801 16TH STREET
GREELEY,CO80361 		RETAIL PHARMACY
105 DENALI CENTER
1510 19TH AVE
FAIRBANKS,AK99701 		NURSING HOME
106 GOSHEN CARE CENTER
2009 LARAMIE STREET
TORRINGTON,WY82240 		NURSING HOME
107 GOSHEN COUNTY EVERGREEN COURT
2010 EAST F STREET
TORRINGTON,WY82240 		NURSING HOME
108 BANNER CHILD DEVELOP CNTR - BOSWELL
10457 W THUNDERBIRD BLVD
SUN CITY,AZ85351 		CHILD CARE CENTERS
109 BANNER CHILD DEVELOP CNTR - DEL E WEBB
14505 W GRANITE VALLEY DR
SUN CITY,AZ85375 		CHILD CARE CENTERS
110 BANNER SPECIAL ADULTS RESIDENCE
12810 N PLAZA DEL RIO BLVD
PEORIA,AZ85381 		RESIDENCE CARE
111 BANNER ALZHEIMER'S RESIDENCE
12750 N PLAZA DEL RIO BLVD
PEORIA,AZ85381 		RESIDENCE CARE
112 BANNER OCCUP HEALTH & MOBILE SVS
1441 NORTH 12TH STREET
PHOENIX,AZ85006 		BANNER OCCUPATIONAL HEALTH
113 BANNER BOSWELL CARDIAC CENTER
10415 E THUNDERBIRD BLVD
SUN CITY,AZ85351 		OUTPATIENT TREATMENT CENTERS/CLINICS
114 BANNER OCCUPATIONAL HLTH - SRPIMA
10005 E OSBORN RD
SCOTTSDALE,AZ85256 		BANNER OCCUPATIONAL HEALTH
115 BANNER GOOD SAM LIVER DISEASE CNTR
1300 N 12TH ST STE 500
PHOENIX,AZ85006 		OUTPATIENT TREATMENT CENTERS/CLINICS
116 BANNER STERLING SPECIALISTS
615 FAIRHURST STREET
STERLING,CO80751 		OUTPATIENT TREATMENT CENTERS/CLINICS
117 BANNER HEALTH CLINIC
1515 N 9TH ST STE D
PHOENIX,AZ85006 		OUTPATIENT TREATMENT CENTERS/CLINICS
118 BANNER HEALTH CLINIC
37100 N GANTZEL RD STE 113
SAN TAN VALLEY,AZ85140 		OUTPATIENT TREATMENT CENTERS/CLINICS
119 BANNER HOME CARE
13950 W MEEKER BLVD STE 101
SUN CITY,AZ85375 		HOME HEALTH
120 BANNER HOME CARE
275 E GERMANN STE 110S
GILBERT,AZ85297 		HOME HEALTH
121 BANNER HOSPICE
275 E GERMANN STE 110N
GILBERT,AZ85297 		HOSPICE
122 BANNER GOOD SAM TRANSPLANT SVS
1300 N 12TH ST STE 404
PHOENIX,AZ85006 		OUTPATIENT TREATMENT CENTERS/CLINICS
123 BANNER GATEWAY MEDICAL CNTR-WOMEN'S IMAG
2940 E BANNER GATEWAY DR STE 150
GILBERT,AZ85234 		OUTPATIENT TREATMENT CENTERS/CLINICS
124 BT REHAB SVS AND PAIN MANAGEMENT PROGRAM
5605 W EUGIE AVE STE 206
GLENDALE,AZ85304 		OUTPATIENT TREATMENT CENTERS/CLINICS
125 BANNER PSYCHIATRIC CENTER
7575 E EARLL DRIVE BLDG 500
SCOTTSDALE,AZ85251 		OUTPATIENT TREATMENT CENTERS/CLINICS
126 BANNER FAMILY PHARMACY
1111 E MCDOWELL ROAD
PHOENIX,AZ85006 		RETAIL PHARMACY
127 BANNER HEALTH CLINIC
5757 W THUNDERBIRD ROAD W310
GLENDALE,AZ85306 		OUTPATIENT TREATMENT CENTERS/CLINICS
128 BANNER HOSPICE AT GRANDVIEW TERRACE
14505 W GRANITE VALLEY DR
SUN CITY WEST,AZ85375 		HOSPICE
129 BANNER HOSPICE PHOENIX OFFICE
202 E EARL DRIVE SUITE 160
PHOENIX,AZ85012 		HOSPICE
130 BANNER HOSPICE PEORIA HOUSE
8977 WEST ATHENS
PEORIA,AZ85382 		HOSPICE
131 BANNER HEALTH'S SCHOOL-BASED MOBILE UNIT
1400 S DOBSON ROAD
MESA,AZ85202 		OUTPATIENT TREATMENT CENTERS/CLINICS
132 BANNER DEL E WEBB MEDICAL CNTR -OP REHAB
14418 W MEEKER BLVD STE 103
SUN CITY,AZ85375 		OUTPATIENT TREATMENT CENTERS/CLINICS
133 BANNER GATEWAY WEIGHT LOSS CENTER
1920 N HIGLEY RD STE 306
GILBERT,AZ85234 		OUTPATIENT TREATMENT CENTERS/CLINICS
134 BANNER NORTH COLORADO EMERGENCY CARE
2000 70TH AVE
GREELEY,CO80634 		OUTPATIENT TREATMENT CENTERS/CLINICS
135 MCKEE MEDICAL CENTER - HEALTH BEGINNING
320 N CLEVELAND AVE
LOVELAND,CO80537 		OUTPATIENT TREATMENT CENTERS/CLINICS
136 BANNER THUNDERBIRD BEHAVHLTH CNTR
5555 W THUNDERBIRD RD
GLENDALE,AZ85306 		OUTPATIENT TREATMENT CENTERS/CLINICS
137 BANNER HEALTH SCHOOL BASED HLTH CNTR
6625 N 56TH AVE CLINIC EXAM ROOM
GLENDALE,AZ85301 		BANNER SCHOOL BASED CLINICS
138 BH SCHOOL BASED HLTH CNTR OF MESA
855 W 8TH AVE
MESA,AZ85210 		BANNER SCHOOL BASED CLINICS
139 BH SCHOOL BASED HLTH CNTR OF CHANDLER
777 EAST GALVESTON
CHANDLER,AZ85225 		OUTPATIENT TREATMENT CENTERS/CLINICS
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VI
Supplemental Information
Complete this part to provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II; Part III, lines 4, 8, and 9b; Part V, Section A; and Part V, Section B, lines 1j, 3, 4, 5c, 6i, 7, 10, 11, 12h, 14g, 16e, 17e, 18e, 19c, 19d, 20d, 21, and 22.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any needs assessments reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
8 Facility reporting group(s). If applicable, for each hospital facility in a facility reporting group provide the descriptions required for Part V, Section B, lines 1j, 3, 4, 5c, 6i, 7, 10, 11, 12h, 14g, 16e, 17e, 18e, 19c, 19d, 20d, 21, and 22.
Identifier ReturnReference Explanation
SCHEDULE H, PART I, LINE 3C   BANNER HEALTH (BANNER/BH) USES FPG. DEDICATED TO PROVIDING QUALITY HEALTHCARE TO ALL PATIENTS REGARDLESS OF AGE, SEX, RACE, RELIGION, DISABILITY, VETERAN STATUS, NATIONAL ORIGIN AND/OR ABILITY TO PAY, DETERMINATIONS ARE MADE BASED UPON BANNER'S FINANCIAL ASSISTANCE POLICY. BH'S FINANCIAL ASSISTANCE PROGRAM IS INTENDED TO ADDRESS THE DUAL INTERESTS OF PROVIDING ACCESS TO CARE TO THOSE WITHOUT THE ABILITY TO PAY (ECONOMIC INDIGENCE) AND TO OFFER A DISCOUNT FROM BILLED CHARGES FOR THOSE WHO ARE ABLE TO PAY A PORTION OF THE COSTS OF THEIR CARE (MEDICAL INDIGENCE). THIS POLICY ESTABLISHES TWO FINANCIAL ASSISTANCE PROGRAMS: THE BASIC FINANCIAL ASSISTANCE PROGRAM AND THE ENHANCED ASSISTANCE PROGRAM. UNDER THE BASIC FINANCIAL ASSISTANCE PROGRAM, UNINSURED PERSONS HAVING ANNUAL HOUSEHOLD INCOMES OF $125,000 OR LESS WILL QUALIFY FOR FINANCIAL ASSISTANCE IN THE FORM OF DISCOUNTED PRICING COMPARABLE TO THAT AVAILABLE TO COMMERCIAL INSURANCE PAYORS WITHOUT HAVING TO APPLY FOR MEDICAID ASSISTANCE. UNDER THE ENHANCED FINANCIAL ASSISTANCE PROGRAM, UNINSURED PERSONS HAVING HOUSEHOLD INCOMES AT OR BELOW 500% OF THE FEDERAL POVERTY LINE WILL QUALIFY FOR FINANCIAL ASSISTANCE IN THE FORM OF SUBSTANTIAL DISCOUNTS OR FREE CARE, SUBJECT TO APPLICATION FOR MEDICAID ASSISTANCE. BH RESERVES THE RIGHT, IN ALL SITUATIONS, TO EXCLUDE PERSONS WHO HAVE SUFFICIENT NET ASSETS TO PAY THEIR OBLIGATIONS FROM RECEIVING EITHER BASIC OR ENHANCED FINANCIAL ASSISTANCE. BH MAKES EVERY EFFORT TO COMPLETE A FINANCIAL EVALUATION AT THE EARLIEST POSSIBLE POINT IN THE REGISTRATION/COLLECTION PROCESS FOR ALL PATIENTS INDICATING AN INABILITY TO MEET THEIR FINANCIAL OBLIGATIONS. BANNER WILL PROVIDE A FINANCIAL ASSISTANCE PROGRAM APPLICATION AFTER ALL OTHER OPTIONS FOR REIMBURSEMENT HAVE BEEN EXHAUSTED. SEE PART VI, LINE 3 FOR INFORMATION ON HOW PATIENTS ARE MADE AWARE OF BH'S FINANCIAL ASSISTANCE PROGRAM. SCHEDULE H, PART I, LINE 6A BANNER HEALTH PREPARES AN ANNUAL SYSTEM REPORT OF COMMUNITY BENEFIT ACTIVITIES AS WELL AS AN ELECTRONIC BANNER HEALTH COMMUNITY UPDATE WHICH INCLUDES A COMMUNITY MESSAGE, AND HIGHLIGHTS COMMUNITY LEADERSHIP, AND SUPPORT. THIS E-PUBLICATION CAN BE LOCATED AT HTTP://WWW.BANNERHEALTH.COM/ABOUT+US/COMMUNITY+UPDATE/COMMUNITY+UPDATE+HOM E.HTM
SCHEDULE H, PART I, LINE 7   1) FINANCIAL ASSISTANCE AT COST, MEDICAID AND OTHER MEANSTESTED GOVERNMENT PROGRAMS USING THE COST-TO CHARGE METHODOLOGY DETERMINED BY THE COST ACCOUNTING SYSTEM, THE RATIO OF PATIENT CARE COST TO CHARGES OR RELATIVE VALUE UNITS IS APPLIED TO PATIENT ACCOUNTS TO CALCULATE THE ESTIMATED COST OF FINANCIAL ASSISTANCE. THE COST ACCOUNT SYSTEM ADDRESS ALL PATIENT SEGMENTS AT THE ACUTE CARE FACILITIES. THE COST ACCOUNTING APPLICATION IS NOT IMPLEMENTED AT THE HEALTH CENTERS, PHYSICIAN PRACTICES, HOME CARE, SURGICAL CENTERS, OR OCCUPATIONAL HEALTH. 2) COMMUNITY HEALTH IMPROVEMENT BANNER USES THE CBISA, COMMUNITY BENEFIT INVENTORY TOOL TO COORDINATE AND ESTIMATE THE COSTS ASSOCIATED WITH COMMUNITY HEALTH IMPROVEMENT INITIATIVES. 3) HEALTH PROFESSIONS EDUCATION, SUBSIDIZED HEALTH SERVICES, AND RESEARCH ACTUAL COST LESS REIMBURSEMENTS AS REPORTED IN THE GENERAL LEDGER ARE USED TO VALUE THESE ACTIVITIES WHICH OPERATED AT A LOSS PROVIDE INVALUABLE SERVICES TO BH COMMUNITIES. 4) CASH AND IN-KIND CONTRIBUTIONS ACTUAL OR FAIR MARKET VALUE IS USED TO VALUE THESE CONTRIBUTIONS OR ACTIVITIES. SCHEDULE H, PART I, LINE 7G SUBSIDIZED HEALTH SERVICES REPORTED IN SECTION 7G INCLUDES, AMONG OTHERS, ALZHEIMER'S MEMORY DISORDER AND RESIDENTIAL TREATMENT PROGRAMS, PALLIATIVE CARE CLINICS, TRAUMA CARE, BURN CLINICS, PRESCRIPTION ASSISTANCE, BEHAVIORAL HEALTH CARE, FUNDED FOLLOW-UP AND CONTINUING CARE FOR INDIGENTS, SENIOR ADULT DAY CARE, COMMUNITY-BASED PRENATAL PROGRAM FOR UNDER/UNINSURED MOTHERS, SCHOOL-BASED CLINIC ACTIVITIES, WOMEN'S SERVICES, AND FREE/REDUCED MAMMOGRAMS AND BONE DENSITY TESTS AND PROGRAMS FOR THE CHRONIC INEBRIATE POPULATION. OPERATED AT A LOSS, RESPECTIVE BH COMMUNITIES WOULD BE DEPRIVED OF THESE SERVICES IF NOT FOR THE ORGANIZATION'S INVOLVEMENT.
SCHEDULE H, PART II   IN FURTHERANCE OF ITS EXEMPT MISSION, BH PROVIDES A BROAD RANGE OF BENEFITS TO THE COMMUNITIES IT SERVES. THESE ACTIVITIES PROMOTED THE HEALTH, SAFETY AND WELL-BEING OF LOCAL COMMUNITIES BY PROVIDING ADVOCACY SERVICES TO ITS CONSTITUENTS THROUGH PARTICIPATION IN LOCAL AND NATIONAL HEALTH CAMPAIGNS, ENHANCING COMMUNITY WORKFORCE THROUGH RECRUITMENT FOR MEDICALLY UNDERSERVED AREAS, PROVISION OF LEADERS TO DEVELOP LOCAL TALENT, PROVISION OF STAFF FOR COMMUNITY VOLUNTEERISM, RECOGNIZING THE EMPLOYEE VOLUNTEER BASE, PARTICIPATION IN VARIOUS COMMUNITY AWARENESS PROGRAMS, INVOLVEMENT IN COMMUNITY ECONOMIC DEVELOPMENT EFFORTS AND BEING A GOOD CORPORATE CITIZEN. THE RESULTS OF THESE EFFORTS INCLUDE BUT ARE NOT LIMITED TO: - PROVIDING VOLUNTEER LEADERSHIP TO LOCAL BOARDS AND TASK FORCES THEREBY ALLOWING THE ENTITY TO CHANNEL RESOURCES TO THE COMMUNITY NEED INSTEAD OF SALARIES. - PROVIDING FEDERAL MEDICALLY UNDERSERVED AREAS WITH PHYSICIANS. - PROVIDING DISASTER TRAINING AND EDUCATION TO IMPROVE SAFETY AWARENESS FOR RESIDENTS. - PARTNERING WITH LOCAL BLOOD BANKS TO BLOOD COMBAT SHORTAGES. - PROVIDING MEETING ROOM, ELECTRONIC TELECONFERENCE TECHNOLOGY AND OTHER SPACE FOR VARIOUS COMMUNITY GROUPS. WITHOUT THESE IN-KIND DONATIONS, THESE ORGANIZATIONS WOULD BE REQUIRED TO EXPEND FUNDS, FUNDS NEEDED IN SUPPORT OF THEIR MISSIONS FOR SPACE RENTAL. - PARTNERING WITH LOCAL UNITED WAY AGENCIES TO IMPROVE AND ENHANCE COMMUNITY INITIATIVES.
SCHEDULE H, PART III, LINE 1   BH WRITES OFF BAD DEBT AS AN OPERATING EXPENSE (AS OPPOSED TO A REDUCTION IN ALLOWANCE) AND BAD DEBT RESERVES ARE EVALUATED MONTHLY. THIS METHODOLOGY ALLOWS THE ORGANIZATION TO ARRIVE AT THE SAME POSITION AS STATEMENT 15 DESCRIBES. WE DO NOT HOWEVER WRITE DOWN SELF PAY ACCOUNTS USING A CONTRA REVENUE ACCOUNT UNLESS WE HAVE DEEMED IT FINANCIAL ASSISTANCE WHICH IS A VARIANCE FROM THE STATEMENT (WHICH REQUIRES A WRITE DOWN OF THE RECEIVABLE TO THE COLLECTIBLE AMOUNT USING A CONTRA REVENUE ACCOUNT).
SCHEDULE H, PART III, LINE 2   THE PATIENT CARE COST TO CHARGES RATIO IS APPLIED TO THE BAD DEBT ATTRIBUTABLE TO PATIENT ACCOUNTS TO CALCULATE THE ESTIMATED COST OF BAD DEBT ATTRIBUTABLE TO ACCOUNTS/AMOUNTS REPORTED ON LINE 2. DISCOUNTS AND PAYMENTS ON PATIENT ACCOUNTS ARE RECORDED AS AN ADJUSTMENT TO REVENUE NOT BAD DEBT EXPENSE.
SCHEDULE H, PART III, LINE 3   IN 2006 THE ORGANIZATION ENGAGED A THIRD PARTY TO ASSESS THE VALIDITY OF ACCOUNTS ATTRIBUTABLE TO BAD DEBT AND TO ANALYZE WHAT PERCENT OF BAD DEBT COULD BE/SHOULD BE ATTRIBUTABLE TO PATIENTS WHO WOULD OTHERWISE HAVE QUALIFIED FOR FINANCIAL ASSISTANCE UNDER THE BH FINANCIAL ASSISTANCE POLICIES. BASED ON THE STUDY, BH ESTIMATES THAT IN EXCESS OF 60% OF THE PATIENT ACCOUNTS COMPRISING THE ORGANIZATION'S BAD DEBT MAY HAVE BEEN ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER BH POLICIES. FOLLOWING THIS STUDY, THE ORGANIZATION ENHANCED ITS EFFORTS TO INFORM PATIENTS OF ITS FINANCIAL ASSISTANCE POLICIES. HOWEVER, IN ORDER TO ENSURE THAT THE ORGANIZATION'S ENHANCED FINANCIAL ASSISTANCE POLICY IS UTILIZED ONLY BY THOSE PERSONS WHO TRULY REQUIRE SUCH ENHANCED ASSISTANCE, THE POLICY REQUIRES THAT PATIENTS MUST FIRST APPLY (COMPLETE AN APPLICATION, PROVIDE SUPPORTING DOCUMENTATION AND (WITH SOME EXCEPTIONS) APPLY FOR MEDICAID). DESPITE ENCOURAGEMENT BY THE ORGANIZATION, THERE ARE MANY TIMES WHEN THE PATIENT REFUSES OR IS UNABLE TO COMPLETE AN APPLICATION TO BH, PROVIDE INFORMATION TO SUPPORT QUALIFICATION, OR APPLY FOR MEDICAID.
SCHEDULE H, PART III, LINE 4   FOOTNOTE PER AUDITED FINANCIAL STATEMENTS (PAGE 11): NET PATIENT ACCOUNTS RECEIVABLE FOOTNOTE: NET PATIENT ACCOUNTS RECEIVABLE AND NET PATIENT SERVICES REVENUES HAVE BEEN ADJUSTED TO THE ESTIMATED AMOUNTS EXPECTED TO BE RECEIVED BASED ON CONTRACTUAL RATES FOR SERVICES RENDERED. THESE ESTIMATED AMOUNTS ARE SUBJECT TO FURTHER ADJUSTMENTS UPON REVIEW BY THIRD-PARTY PAYORS. MANAGEMENT ESTIMATES THE PROVISION FOR DOUBTFUL ACCOUNTS AND THE ALLOWANCE FOR DOUBTFUL ACCOUNTS FOR EACH MAJOR PAYOR BASED UPON HISTORICAL COLLECTION EXPERIENCE OF EACH FACILITY. MANAGEMENT REGULARLY REVIEWS PAYMENT DATA FOR EACH MAJOR PAYOR IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. BEGINNING IN 2011, BANNER EXPERIENCED AN INCREASE IN SELF-PAY PATIENTS AND A REDUCTION IN SELF-PAY COLLECTIONS, PRIMARILY DUE TO REDUCTIONS IN ELIGIBILITY AND COVERAGE ENACTED IN 2011 BY THE ARIZONA HEALTH CARE COST CONTAINMENT PROGRAM (AHCCCS), ARIZONA'S STATE MEDICAID PROGRAM. THESE CHANGES RESULTED IN AN INCREASE TO THE PROVISION FOR DOUBTFUL ACCOUNTS OF APPROXIMATELY $130,000,000 AND $63,000,000 FOR THE YEARS ENDED DECEMBER 31, 2012 AND 2011 RESPECTIVELY. THE RATIO OF PATIENT CARE COST TO CHARGES IS APPLIED TO THE BAD DEBT ATTRIBUTABLE TO PATIENT ACCOUNTS TO CALCULATE THE ESTIMATED COST OF BAD DEBT ATTRIBUTABLE TO PATIENT ACCOUNTS THAT IS REPORTED ON LINE 2. DISCOUNTS AND PAYMENTS ON PATIENT ACCOUNTS ARE RECORDED AS AN ADJUSTMENT TO REVENUE NOT BAD DEBT EXPENSE.
SCHEDULE H, PART III, LINE 8   THE MEDICARE COST REPORTS THAT HOSPITALS ARE REQUIRED TO FILE DO NOT INCLUDE ALL OF THE COSTS REQUIRED TO TREAT MEDICARE PATIENTS. USING A FINANCIAL STATEMENT COST-TO-CHARGE RATIO METHODOLOGY, THE RESULT IS A MEDICARE SHORTFALL OF $38.1M. THEREFORE THE AMOUNTS REFLECTED ON THE COST REPORT DID NOT TAKE INTO ACCOUNT ALL COSTS INCURRED BY THE ORGANIZATION AND DIFFER FROM THE COST REFLECTED ON THE FINANCIAL STATEMENTS. THIS MEDICARE SHORTFALL SHOULD BE TREATED AS COMMUNITY BENEFIT BECAUSE, ABSENT THIS PROGRAM, MANY INDIVIDUALS WOULD QUALIFY FOR FINANCIAL ASSISTANCE AND OTHER NEEDS-BASED PROGRAMS. BY ACCEPTING PAYMENT BELOW COST TO TREAT THESE INDIVIDUALS, THE BURDENS OF THE GOVERNMENT ARE RELIEVED AND THE AMOUNT SPENT TO COVER THE MEDICARE SHORTFALL IS MONEY NOT AVAILABLE TO COVER FINANCIAL ASSISTANCE AND OTHER COMMUNITY BENEFIT NEEDS.
SCHEDULE H, PART III, LINE 9B   BH'S FINANCIAL ASSISTANCE POLICIES REQUIRE THAT THE ACCOUNTS OF PATIENTS WHO ARE KNOWN TO QUALIFY FOR FINANCIAL ASSISTANCE BE WRITTEN OFF EITHER IN FULL OR IN PART, DEPENDING UPON THE LEVEL OF THE FINANCIAL ASSISTANCE FOR WHICH THE PATIENT HAS QUALIFIED. IF THE ACCOUNT IS NOT WRITTEN OFF COMPLETELY, THE REDUCED BALANCE IS TREATED IN THE SAME MANNER AS ACCOUNTS FOR PATIENTS WITHOUT INSURANCE WHO DO NOT QUALIFY FOR FINANCIAL ASSISTANCE. FOR THOSE PATIENTS WHO DO NOT QUALIFY FOR FINANCIAL ASSISTANCE AND FOR THE PORTION OF THE ACCOUNTS REMAINING AFTER APPLICATION OF THE FINANCIAL ASSISTANCE POLICIES FOR PATIENTS WHO QUALIFY FOR SUCH ASSISTANCE, ACCOUNT COLLECTION PROCESS IS AS FOLLOWS: 1) THE PATIENT OR GUARANTOR WILL RECEIVE 3 STATEMENTS PRIOR TO THE ACCOUNT BEING PLACED WITH AN OUTSIDE AGENCY. THE STATEMENT PROCESS INVOLVES 3 STATEMENT CYCLES BASED ON THE GUARANTOR (1 DAY AFTER FINAL BILL, 31 DAYS AFTER FINAL BILL AND 61 DAYS AFTER FINAL BILL) AND TAKES 95 DAYS TO COMPLETE. THE ACCOUNT IS SENT TO COLLECTIONS 5 DAYS AFTER THE FINAL STATEMENT CYCLE. 2) ATTEMPTS ARE MADE TO VERIFY PHYSICAL LOCATION OF PATIENT AND ALSO TO DETERMINE IF THE PATIENT MAY BE ELIGIBLE FOR AHCCCS/MEDICAID COVERAGE. IN ADDITION AN ATTEMPT IS MADE VIA PHONE BASED ON THE GUARANTOR'S PROPENSITY TO PAY AND A DETERMINED DOLLAR AMOUNT FOR THE TOP 50% OF OUR CUSTOMERS. 3) ACCOUNTS ARE TURNED OVER TO AN OUTSIDE AGENCY UNDER CONTRACT WITH BH WHEN ALL EFFORTS HAVE BEEN EXHAUSTED. 4) ONCE ASSIGNED TO AN OUTSIDE COLLECTION AGENCY, VARIOUS DEBT COLLECTION PRACTICES ARE UTILIZED IN DIFFERENT STATES, DEPENDING UPON LOCAL CUSTOM AND PRACTICE. IN ALMOST ALL SITUATIONS, THE COLLECTION AGENCY ATTEMPTS TO OBTAIN PAYMENT FROM THE PATIENT BY MEANS OF DIRECT TELEPHONE CONTACT. IF THIS IS UNSUCCESSFUL, FAILURE TO MAKE PAYMENT UPON AN ACCOUNT RESULTS IN A REPORT TO A CREDIT AGENCY. IN CERTAIN STATES, THE COLLECTION AGENCY WILL FILE A COLLECTION LAWSUIT TO OBTAIN A JUDGMENT UPON THE UNPAID ACCOUNT, DEPENDING UPON THE ASSESSMENT OF THE AGENCY AS TO THE POTENTIAL COLLECTABILITY OF THE ACCOUNT. IN THE ORGANIZATION'S PRIMARY STATE, ARIZONA, LAWSUITS ARE RARELY INITIATED, TYPICALLY ONLY WHEN THERE IS REASON TO BELIEVE THAT THE PATIENT HAS SUFFICIENT NET ASSETS TO PAY THE ACCOUNT, AND REQUIRE THE PRIOR APPROVAL OF BH.
NEEDS ASSESSMENT SCHEDULE H, PART VI, LINE 2 BH UTILIZES ITS PLANNING DEPARTMENT TO CONTINUALLY IDENTIFY AREAS IN THE COMMUNITIES BH SERVES WHERE INSTITUTIONAL CLINICAL NEEDS ARE NOT BEING SATISFIED. THIS DETERMINATION IS MADE THROUGH A COMBINATION OF ANALYSIS OF POPULATION GROWTH AND CHANGING DEMOGRAPHICS, HEALTHCARE SERVICES AVAILABLE THROUGH OTHER HOSPITAL PROVIDERS, PHYSICIAN SUPPLY IN THE BH SERVICE AREAS, NEW AND MORE EFFECTIVE HEALTHCARE SERVICES THAT ARE BECOMING AVAILABLE THAT WOULD ELEVATE THE QUALITY OF HEALTHCARE SERVICES PROVIDED TO BH COMMUNITIES, AND DEMAND PRESSURES EXPERIENCED BY EXISTING BH FACILITIES AND PHYSICIANS. ON A LOCAL BASIS, HOSPITAL MANAGEMENT TEAMS REGULARLY CONSULT WITH COMMUNITY LEADERS AND PARTNERS, LOCAL COMMUNITY-BASED ADVISORY BOARDS, OTHER SERVICE PROVIDERS (INCLUDING FEDERALLY QUALIFIED HEALTH CLINICS) AND BUSINESSES TO IDENTIFY UNMET PHYSICIAN AND HOSPITAL NEEDS. THESE FINDINGS ARE THEN PRIORITIZED BASED ON SYSTEM CAPITAL AND OPERATING RESOURCE AVAILABILITY, FEASIBILITY, AVAILABILITY OF PHYSICIANS TO BE RECRUITED TO THE SERVICE AREA, AND SUSTAINABILITY. BASED UPON THIS PRIORITIZATION, CAPITAL AND OPERATING RESOURCES ARE THEN INTEGRATED INTO THE FACILITY AND SYSTEM BUDGETS AND PLANS.
PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE SCHEDULE H, PART III, LINE 3 POLICIES AND PROCEDURES EXIST TO EDUCATE OUR PATIENTS ON FINANCIAL ASSISTANCE ELIGIBILITY AND THEY ARE PROVIDED NUMEROUS OPPORTUNITIES FOR EDUCATION ON BANNER HEALTH FINANCIAL ASSISTANCE POLICIES. THE FOLLOWING ARE EXAMPLES OF COMMUNICATION/EDUCATION AVAILABLE TO BH PATIENTS: A. SIGNAGE AND COLLATERAL IN BOTH ENGLISH AND SPANISH ARE POSTED PROMINENTLY IN PATIENT WAITING LOBBIES, INCLUDING THE EMERGENCY DEPARTMENTS, STATING THAT BANNER HAS FINANCIAL ASSISTANCE PROGRAMS FOR THOSE WHO DO NOT HAVE INSURANCE OR MAY BE UNABLE TO PAY FOR THEIR SHARE OF THE COST OF SERVICES. B. A TOLL FREE NUMBER IS PROVIDED FOR THE PATIENT'S/FAMILY'S CONVENIENCE. C. AFTER MEDICAL SCREENING, PATIENTS ARE VISITED BY STAFF AND INFORMED OF THE FINANCIAL POLICY. STAFF ALSO ASSISTS POTENTIALLY ELIGIBLE PATIENTS TO APPLY FOR ENROLLMENT FOR MEDICAID/AHCCCS. D. A BRIGHTLY COLORED INSERT IS INCLUDED IN ALL OF OUR BILLING STATEMENTS TO PATIENTS. THE INSERT AGAIN INFORMS PATIENTS OF THE AVAILABILITY OF FINANCIAL ASSISTANCE IN BOTH ENGLISH AND SPANISH AND PROVIDES TOLL-FREE ACCESS. E. DEPARTMENT REPRESENTATIVES AGAIN INFORM PATIENTS OF THE FINANCIAL ASSISTANCE POLICIES DURING THE SELF-PAY COLLECTION PROCESS. F. BANNER HEALTH WEBSITE PROVIDES INFORMATION IN BOTH ENGLISH AND SPANISH OF THE AVAILABILITY OF FINANCIAL ASSISTANCE. THROUGHOUT THE PROCESS, STAFF CONTINUES TO ADVISE POTENTIALLY ELIGIBLE PATIENTS OF THE POSSIBILITY OF ENROLLMENT IN MEDICAID/AHCCCS AND OFFERS TO ASSIST IN SUCH ENROLLMENT.
COMMUNITY INFORMATION SCHEDULE H, PART VI, LINE 4 BH HAD 23 HOSPITALS (AS OF DECEMBER 31, 2012), AND OPERATES OR LEASES NURSING HOMES, PHYSICIAN CLINICS, HOME HEALTH AGENCIES, AMBULATORY FACILITIES, AND DURABLE MEDICAL EQUIPMENT SERVICES IN SEVEN WESTERN STATES. THESE RANGE FROM THE PHOENIX METROPOLITAN AREA (MOST OF WHICH IS LOCATED IN MARICOPA COUNTY), TO REMOTE RURAL AREAS. THE FOLLOWING SETS FORTH PERTINENT DEMOGRAPHIC INFORMATION WITH RESPECT TO THE COMMUNITIES AND AREAS SERVED BY BH FACILITIES: A. ALASKA 1) STATE I) POPULATION: 731,449 II) MEDIAN HOUSEHOLD INCOME: $69,014 III) POPULATION BELOW POVERTY LEVEL: 9.50% IV) POPULATION UNINSURED AT/BELOW 138% FPG: 23.10% V) POPULATION OF ALL UNINSURED: 20.10% 2) FAIRBANKS NORTHSTAR BOROUGH COUNTY I) POPULATION: 100,272 II) MEDIAN HOUSEHOLD INCOME: $68,922 III) POPULATION BELOW POVERTY LEVEL: 9.50% IV) POPULATION UNINSURED AT/BELOW 138% FPG: 26.90% V) POPULATION OF ALL UNINSURED: 17.300% B. ARIZONA 1) STATE I) POPULATION: 6,553,255 II) MEDIAN HOUSEHOLD INCOME: $50,752 III) POPULATION BELOW POVERTY LEVEL: 16.20% IV) POPULATION UNINSURED AT/BELOW 138% FPG: 39.50% V) POPULATION OF ALL UNINSURED: 17.20% 2) MARICOPA COUNTY I) POPULATION: 3,942,169 II) MEDIAN HOUSEHOLD INCOME: $55,099 III) POPULATION BELOW POVERTY LEVEL: 14.90% IV) POPULATION UNINSURED AT/BELOW 138% FPG: 38.50% V) POPULATION OF ALL UNINSURED: 17.60% 3) COCONINO COUNTY: I) POPULATION: 136,011 II) MEDIAN HOUSEHOLD INCOME: $49,615 III) POPULATION BELOW POVERTY LEVEL: 19.80% IV) POPULATION UNINSURED AT/BELOW 138% FPG: 32.80% V) POPULATION OF ALL UNINSURED: 20.60% 4) PINAL COUNTY I) POPULATION: 387,365 II) MEDIAN HOUSEHOLD INCOME: $51,212 III) POPULATION BELOW POVERTY LEVEL: 16.30% IV) POPULATION UNINSURED AT/BELOW 138% FPG: 32.30% V) POPULATION OF ALL UNINSURED: 17.20% C. CALIFORNIA 1) STATE I) POPULATION: 38,041,460 II) MEDIAN HOUSEHOLD INCOME: $61,632 III) POPULATION BELOW POVERTY LEVEL: 14.40% IV) POPULATION UNINSURED AT/BELOW 138% FPG: 36.60% V) POPULATION OF ALL UNINSURED: 18.10% 2) LASSEN COUNTY I) POPULATION: 33,658 II) MEDIAN HOUSEHOLD INCOME: $52,484 III) POPULATION BELOW POVERTY LEVEL: 14.60% IV) POPULATION OF ALL UNINSURED: 10.40% D. COLORADO 1) STATE I) POPULATION: 5,187,182 II) MEDIAN HOUSEHOLD INCOME: $57,682 III) POPULATION BELOW POVERTY LEVEL: 12.50% IV) POPULATION UNINSURED AT/BELOW 138% FPG: 40.90% V) POPULATION OF ALL UNINSURED: 15.60% 2) LARIMER COUNTY: I) POPULATION: 310,487 II) MEDIAN HOUSEHOLD INCOME: $57,685 III) POPULATION BELOW POVERTY LEVEL: 13.40% IV) POPULATION UNINSURED AT/BELOW 138% FPG: 43.50% V) POPULATION OF ALL UNINSURED: 12.50% 3) LOGAN COUNTY I) POPULATION: 22,631 II) MEDIAN HOUSEHOLD INCOME: $42,324 III) POPULATION BELOW POVERTY LEVEL: 15.00% IV) POPULATION OF ALL UNINSURED: 19.20% 4) MORGAN COUNTY I) POPULATION: 28,472 II) MEDIAN HOUSEHOLD INCOME: $42,792 III) POPULATION BELOW POVERTY LEVEL: 14.90% IV) POPULATION OF ALL UNINSURED: 19.80% 5) WELD COUNTY: I) POPULATION: 263,691 II) MEDIAN HOUSEHOLD INCOME: $55,825 III) POPULATION BELOW POVERTY LEVEL: 13.80% IV) POPULATION UNINSURED AT/BELOW 138% FPG: 44.40% V) POPULATION OF ALL UNINSURED: 15.40% E. NEBRASKA 1) STATE I) POPULATION: 1,855,525 II) MEDIAN HOUSEHOLD INCOME: $50,695 III) POPULATION BELOW POVERTY LEVEL: 12.00% IV) POPULATION UNINSURED AT/BELOW 138% FPG: 41.70% V) POPULATION OF ALL UNINSURED 11.40% 2) KEITH COUNTY I) POPULATION: 8,220 II) MEDIAN HOUSEHOLD INCOME: $42,705 III) POPULATION BELOW POVERTY LEVEL: 10.50% IV) POPULATION OF ALL UNINSURED: 14.70% F. NEVADA 1) STATE I) POPULATION: 2,758,931 II) MEDIAN HOUSEHOLD INCOME: $55,553 III) POPULATION BELOW POVERTY LEVEL: 12.90% IV) POPULATION UNINSURED AT/BELOW 138% FPG: 38.30% V) POPULATION OF ALL UNINSURED: 22.10% 2) CHURCHILL COUNTY I) POPULATION: 24,375 II) MEDIAN HOUSEHOLD INCOME: $52,589 III) POPULATION BELOW POVERTY LEVEL: 10.50% IV) POPULATION OF ALL UNINSURED: 17.70% G. WYOMING 1) STATE I) POPULATION: 576,412 II) MEDIAN HOUSEHOLD INCOME: $56,380 III) POPULATION BELOW POVERTY LEVEL: 10.10% IV) POPULATION UNINSURED AT/BELOW 138% FPG: 30.40% V) POPULATION OF ALL UNINSURED 15.40% 2) GOSHEN COUNTY I) POPULATION: 13,636 II) MEDIAN HOUSEHOLD INCOME: $42,126 III) POPULATION BELOW POVERTY LEVEL: 15.90% IV) POPULATION OF ALL UNINSURED : 14.40% 3) PLATTE COUNTY I) POPULATION: 8,756 II) MEDIAN HOUSEHOLD INCOME: $46,171 III) POPULATION BELOW POVERTY LEVEL: 11.50% IV) POPULATION OF ALL UNINSURED: 16.70% 4) WASHAKIE COUNTY I) POPULATION: : 8.464 II) AVERAGE HOUSEHOLD INCOME: $50,177 III) POPULATION BELOW POVERTY LEVEL: 9.30% IV) POPULATION OF ALL UNINSURED: 16.20% SOURCE: U.S. CENSUS BUREAU
PROMOTION OF COMMUNITY HEALTH SCHEDULE H, PART VI, LINE 5 BH IS GOVERNED BY A COMMUNITY BOARD, DRAWN PRIMARILY FROM THE COMMUNITIES SERVED BY BH. THIS BOARD ESTABLISHES BH PRIORITIES AND ENSURES THAT IT OPERATES IN A MANNER THAT WILL FURTHER ITS CHARITABLE, NONPROFIT PURPOSE TO IMPROVE THE HEALTH OF THE COMMUNITIES IT SERVES. AS A NONPROFIT ENTITY, BH EXISTS TO PROVIDE HEALTH CARE SERVICES TO THE COMMUNITIES WE SERVE, NOT TO GENERATE PROFITS. TO THAT END, EVERY DOLLAR EARNED IS REINVESTED IN NEW EQUIPMENT, NEW OR EXPANDED PATIENT CARE SERVICES, NEW TECHNOLOGIES, MAINTENANCE OF EXISTING EQUIPMENT AND FACILITIES AND NEW FACILITIES TO MEET MARKET NEEDS OR TO ENSURE THE LONG-TERM SUCCESS OF THE ORGANIZATION. FOR EVERY $1 RECEIVED IN PAYMENT FOR PROVIDING CARE TO PATIENTS, WE SPEND ON AVERAGE $.95 TO PAY OUR EXPENSES. THESE EXPENSES ARE ALLOCATED AS FOLLOWS: - SALARIES AND BENEFITS (.49) - OPERATING EXPENSES SUCH AS UTILITIES, MAINTENANCE, REPAIRS AND INSURANCE (.16) - SUPPLIES (.16) - DEPRECIATION ON CAPITAL INVESTMENTS LIKE EQUIPMENT AND CONSTRUCTION (.05) - INTEREST AND LEASE EXPENSE (.04) - BAD DEBT EXPENSE FOR PATIENTS THAT CAN'T OR WON'T PAY FOR THEIR CARE (.05) IN PARTICULAR, BANNER'S HEAVY REINVESTMENT IN CLINICAL SYSTEMS AND HEALTH INFORMATION TECHNOLOGY ENABLES BH TO PROVIDE A UNIFORMLY HIGH QUALITY OF CARE THROUGHOUT THE SYSTEM, INCLUDING BH'S SMALL, RURAL, CRITICAL ACCESS HOSPITALS. PHYSICIANS AND STAFF PRACTICING IN THESE SOLE COMMUNITY PROVIDERS HAVE THE SAME ELECTRONIC HEALTH RECORD SYSTEMS AND COMPUTERIZED PHYSICIAN ORDER ENTRY AND DECISION SUPPORT TOOLS AS ARE UTILIZED IN BH'S LARGEST TEACHING HOSPITAL. IN ADDITION, BY MEANS OF REMOTE MONITORING AND TELEMEDICINE TECHNOLOGIES, THESE SMALL RURAL HOSPITALS HAVE ACCESS TO THE CLINICAL AND OPERATIONAL SUPPORT OF THE ENTIRE SYSTEM, THEREBY BRINGING A LEVEL OF SOPHISTICATED HEALTH CARE TO THESE COMMUNITIES THAT WOULD NOT OTHERWISE BE POSSIBLE. EXCEPT IN LIMITED CIRCUMSTANCES WHERE NECESSARY TO ENSURE THE AVAILABILITY OF CONSISTENT AND EFFICIENT PHYSICIAN SERVICES, BH UTILIZES AN OPEN MEDICAL STAFF MODEL, THEREBY MAKING THE FACILITIES AVAILABLE TO LOCAL PHYSICIANS TO PROVIDE HIGH-QUALITY HOSPITAL SERVICES TO OUR COMMUNITIES. IN ADDITION, BH IS AGGRESSIVELY PURSUING AN INTEGRATION STRATEGY INVOLVING NETWORKS OF EMPLOYED AND INDEPENDENT PHYSICIANS CAPABLE OF PROVIDING EFFICIENT, EVIDENCE-BASED AND HIGH-QUALITY CLINICAL CARE WITHIN AN INTEGRATED SYSTEM COVERING THE FULL CONTINUUM OF CARE. THIS WILL ENABLE BH TO IMPROVE THE HEALTH OF THE COMMUNITIES IT SERVES WHILE LIMITING THE COSTS OF PROVIDING SUCH CARE.
AFFILIATED HEALTH CARE SYSTEM SCHEDULE H, PART VI, LINE 6 N/A STATE FILING OF COMMUNITY BENEFIT REPORT SCHEDULE H, PART VI, LINE 7 AS REQUIRED BY LAW, BANNER FILES A COMMUNITY BENEFIT REPORT IN CALIFORNIA. BANNER ALSO REPORTS IN THOSE STATES WITH VOLUNTARY HOSPITAL ASSOCIATION REPORTING REQUIREMENTS (ALASKA, COLORADO AND NEBRASKA).
FACILITY REPORTING GROUP SCHEDULE H, PART VI, LINE 8 A SINGLE SCHEDULE H, PART V, SECTION B WAS COMPLETED FOR FACILITY REPORTING GROUP A. THE FOLLOWING HOSPITAL FACILITIES ARE INCLUDED IN FACILITY REPORTING GROUP A: (1) BANNER GOOD SAMARITAN MEDICAL CENTER (2) BANNER DESERT MEDICAL CENTER (3) BANNER BOSWELL MEDICAL CENTER (4) BANNER THUNDERBIRD MEDICAL CENTER (5) BANNER DEL E WEBB MEDICAL CENTER (6) BANNER BAYWOOD MEDICAL CENTER (7) BANNER ESTRELLA MEDICAL CENTER (8) NORTH COLORADO MEDICAL CENTER (9) BANNER GATEWAY MEDICAL CENTER (10) BANNER HEART HOSPITAL (11) FAIRBANKS MEMORIAL HOSPITAL (12) MCKEE MEDICAL CENTER (13) BANNER CHURCHILL COMMUNITY HOSPITAL (14) STERLING REGIONAL MEDICAL CENTER (15) BANNER LASSEN MEDICAL CENTER-CRITICAL ACCESS (16) BANNER BEHAVIORAL HEALTH HOSPITAL (17) EAST MORGAN COUNTY HOSPITAL-CRITICAL ACCESS (18) PAGE HOSPITAL-CRITICAL ACCESS (19) COMMUNITY HOSPITAL-TORRINGTON- CRITICAL ACCESS (20) OGALLALA COMMUNITY HOSPITAL-CRITICAL ACCESS (21) WASHAKIE MEDICAL CENTER-CRITICAL ACCESS (22) PLATTE COUNTY MEMORIAL HOSPITAL-CRITICAL ACCESS (23) BANNER IRONWOOD MEDICAL CENTER THE FOLLOWING DESCRIPTION FOR SCHEDULE H, PART V, SECTION B, LINE 20(D) APPLIES TO ALL HOSPITAL FACILITIES INCLUDED IN FACILITY REPORTING GROUP A: DURING THE TAX YEAR, FOR ALL UNINSURED PATIENTS WHO HAVE A HOUSEHOLD ANNUAL INCOME OF LESS THAN $125,000, THE MAXIMUM AMOUNT CHARGED FOR INPATIENT SERVICES IS 150% OF THE MEDICARE DRG. FOR ARIZONA, THE MAXIMUM OUTPATIENT RATES ARE 28% OF THE LISTED CHARGES. THE MAXIMUM AMOUNT CHARGED FOR OUTPATIENT SERVICES OUTSIDE OF ARIZONA IS 50% OF LISTED.
Schedule H (Form 990) 2012
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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
BANNER HEALTH
 
Employer identification number
45-0233470
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) AMERICAN CANCER SOCIETY
2929 E THOMAS ROAD
PHOENIX,AZ85016 		84-1316555 501(C)(3) 108,040       GENERAL DONATION
(2) AMERICAN HEART ASSOCIATION
2929 S 48TH STREET
TEMPE,AZ85282 		13-5613797 501(C)(3) 8,000       GENERAL DONATION
(3) AMERICAN LIVER FOUNDATION
4545 E SHEA BLVD
PHOENIX,AZ85028 		36-2883000 501(C)(3) 9,920       GENERAL DONATION
(4) AMERICAN NATIONAL RED CROSS CO CHAPTER
444 SHERMAN STREET
DENVER,CO80203 		53-0196605 501(C)(3) 10,000       GENERAL DONATION
(5) BANNER HEALTH FOUNDATION
1441 N 12TH STREET
PHOENIX,AZ85006 		94-2545356 501(C)(3) 12,000       GENERAL DONATION
(6) CITY OF SURPRISE
15960 N BULLARD AVENUE
SURPRISE,AZ85374 		86-6007796 GOVT 27,000       2012 SURPRISE RECREATION CAMPUS SPONSORSHIP
(7) EAST MORGAN COUNTY HOSPITAL DISTRICT
304 CLAYTON STREET
BRUSH,CO80723 		84-6036911 GOVT 9,500,000       CAPITAL IMPROVEMENT FOR THE BENEFIT OF THE HOSPITAL
(8) GREATER PHOENIX ECONOMIC COUNCIL
2 N CENTRAL AVE STE 2500
PHOENIX,AZ85004 		86-0539979 501(C)(3) 20,000       GENERAL DONATION
(9) GREATER PHOENIX LEADERSHIP
400 E VAN BUREN ST
PHOENIX,AZ85004 		86-0559918 501(C)(6) 42,000       GENERAL DONATION
(10) GREELEY DOWNTOWN DEVELOPMENT AUTHORITY
802 9TH STREET
GREELEY,CO80631 		86-6000593 GOVT 10,000       GENERAL DONATION
(11) LEGACY CONNECTION
2999 N 44TH ST STE 530
PHOENIX,AZ85018 		90-0036015 501(C)(3) 13,500       GENERAL DONATION
(12) NORTH COLORADO MEDICAL CENTER FOUNDATION
1801 16TH STREET
GREELEY,CO80631 		84-0718355 501(C)(3) 31,520       GENERAL DONATION
(13) NORTHEASTERN RURAL HEALTH CLINICS
1850 SPRING RIDGE DR
SUSANVILLE,CA96130 		94-2492609 501(C)(3) 100,000       GENERAL DONATION
(14) NORTHERN COLORADO ECONOMIC DEVELOPMENT CORP
3553 CLYDESDALE PKWY
LOVELAND,CO80538 		84-1012341 501(C)(3) 10,000       GENERAL DONATION
(15) OGALLALA COMMUNITY HOSP HEALTH FOUNDATION
2601 N SPRUCE STREET
OGALLALA,NE69153 		47-0395795 501(C)(3) 1,998,925       GENERAL DONATION
(16) SUN HEALTH FOUNDATION
PO BOX 2012
SUN CITY,AZ85372 		27-7107959 501(C)(3) 21,120       GENERAL DONATION
(17) SUNRISE COMMUNITY HEALTH
2930 11TH AVENUE
EVANS,CO80620 		84-0613289 501(C)(3) 2,000,000       GENERAL DONATION
(18) UNITED WAY OF LARIMER COUNTY INC
424 PINE ST STE 102
FORT COLLINS,CO80524 		84-6031503 501(C)(3) 10,450       GENERAL DONATION
(19) UNIVERSITY OF NORTHERN COLORADO FOUNDATION
CAMPUS BOX 20
GREELEY,CO80629 		84-6044833 501(C)(3) 208,856       GENERAL DONATION
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
18
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
1
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2012

Schedule I (Form 990) 2012
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance












Part IV
Supplemental Information.
Complete this part to provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Identifier Return Reference Explanation
DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS SCHEDULE I, PART I, LINE 2 THE OFFICE OF GRANT STRATEGY DEVELOPMENT AND ADMINISTRATION MANAGES ALL RESEARCH AND FEDERALLY FUNDED GRANTS FOR BANNER HEALTH. ALL AWARDS ARE MANAGED IN ACCORDANCE WITH THE FEDERAL OMB A-133 COMPLIANCE SUPPLEMENT. BANNER HEALTH ALSO MAINTAINS RECORDS AND SCHEDULES OF ALL FEDERAL AND NON-FEDERAL AWARDS AND THEIR EXPENDITURES, AND WE DO MONITOR OUR SUB RECIPIENTS FOR THEIR COMPLIANCE AS WELL. BANNER HEALTH'S GUIDELINES REGARDING CHARITABLE CONTRIBUTIONS TO OUTSIDE ORGANIZATIONS DIRECTS US TO MAKE CONTRIBUTIONS TO OTHER ORGANIZATIONS WHOSE CHARITABLE MISSIONS ALIGN WITH BANNER HEALTH'S MISSION "TO MAKE A DIFFERENCE IN PEOPLE'S LIVES THROUGH EXCELLENT PATIENT CARE". IN SELECTED CIRCUMSTANCES WHEN A CONTRIBUTION IS NOT DIRECTLY LINKED TO PATIENT CARE, IT SERVES TO BETTER SUPPORT OUR COMMUNITY'S NEEDS.
Schedule I (Form 990) 2012


Additional Data


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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
BANNER HEALTH
 
Employer identification number

45-0233470
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers,
directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? .......
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)PETER S FINEPRESIDENT & CEO (i)
(ii)		 1,226,142
0 		1,618,339
0 		1,482,741
0 		1,494,042
0 		32,390
0 		5,853,654
0 		636,246
0
(2)RONALD BUNNELLEXECUTIVE VICE-PRESIDENT & CAO (i)
(ii)		 831,018
0 		931,458
0 		5,921
0 		1,067,855
0 		28,782
0 		2,865,034
0 		394,025
0
(3)JOHN HENSING MDEXECUTIVE VICE-PRESIDENT & CMO (i)
(ii)		 588,351
0 		481,675
0 		117,807
0 		10,000
0 		28,777
0 		1,226,610
0 		183,684
0
(4)JAMES FERANDOPRESIDENT - WESTERN REGION (i)
(ii)		 459,952
0 		413,333
0 		101,230
0 		10,000
0 		19,409
0 		1,003,924
0 		119,718
0
(5)DENNIS DAHLENSENIOR VICE-PRESIDENT & CFO (i)
(ii)		 512,982
0 		412,079
0 		288,198
0 		10,000
0 		29,115
0 		1,252,374
0 		155,783
0
(6)KATHY BOLLINGERPRESIDENT - AZ WEST REGION (i)
(ii)		 523,966
0 		436,985
0 		98,176
0 		10,000
0 		26,496
0 		1,095,623
0 		146,466
0
(7)MICHAEL WARDENSENIOR VP, CIO (i)
(ii)		 370,700
0 		349,631
0 		330,502
0 		10,000
0 		23,307
0 		1,084,140
0 		105,711
0
(8)DAVID BIXBYSVP/GENERAL COUNSEL/SECRETARY (i)
(ii)		 482,119
0 		402,438
0 		815
0 		532,357
0 		20,637
0 		1,438,366
0 		115,233
0
(9)REBECCA KUHNPRESIDENT - AZ EAST REGION (i)
(ii)		 524,794
0 		436,985
0 		52,992
0 		10,000
0 		20,208
0 		1,044,979
0 		162,155
0
(10)EDWARD OXFORD JRSENIOR VP CHIEF TALENT OFFICER (i)
(ii)		 414,946
0 		340,672
0 		78,000
0 		10,000
0 		22,381
0 		865,999
0 		81,958
0
(11)PATRICIA BLOCKVP, TREASURY & TREASURER (i)
(ii)		 201,349
0 		101,587
0 		22,910
0 		8,125
0 		10,274
0 		344,245
0 		0
0
(12)JAMES BRANNONCEO - BANNER MEDICAL GROUP (i)
(ii)		 0
396,858 		0
316,967 		0
77,424 		0
10,000 		0
28,906 		0
830,155 		0
0
(13)RICHARD SUTTONCEO - NORTH COLORADO MED CTR (i)
(ii)		 359,724
0 		201,659
0 		166,787
0 		51,075
0 		35,218
0 		814,463
0 		13,900
0
(14)ERIC REIMANPRES CEO/CSO - BANNER RESEARCH (i)
(ii)		 473,501
0 		215,529
0 		30,780
0 		79,724
0 		7,010
0 		806,544
0 		0
0
(15)LARRY VOLKMARCEO - BANNER GOOD SAMARITAN MC (i)
(ii)		 403,084
0 		224,283
0 		91,456
0 		10,000
0 		21,070
0 		749,893
0 		0
0
(16)THOMAS DICKSONCEO - BANNER THUNDERBIRD MC (i)
(ii)		 357,326
0 		197,475
0 		70,714
0 		10,000
0 		25,564
0 		661,079
0 		0
0
(17)TODD WERNERCEO - BANNER DESERT MED CTR (i)
(ii)		 352,140
0 		196,131
0 		68,622
0 		10,000
0 		28,875
0 		655,768
0 		0
0
(18)DAVID CHENEYCEO - BANNER BOSWELL MED CTR (i)
(ii)		 317,385
0 		161,892
0 		66,039
0 		7,162
0 		4,606
0 		557,084
0 		0
0
(19)MICHAEL POWERSCEO - FAIRBANKS MEMORIAL (i)
(ii)		 305,746
0 		167,220
0 		53,860
0 		10,000
0 		11,536
0 		548,362
0 		0
0
(20)DAN WEINMANVP - STRATEGY AND PLANNING (i)
(ii)		 308,404
0 		157,604
0 		53,881
0 		20,378
0 		26,984
0 		567,251
0 		6,394
0
(21)ROBERT GOULDCEO - BANNER ESTRELLA MED CTR (i)
(ii)		 347,471
0 		153,712
0 		17,165
0 		33,024
0 		27,416
0 		578,788
0 		0
0
(22)LAURA ROBERTSONCEO - BANNER BAYWOOD MED CTR (i)
(ii)		 306,988
0 		153,726
0 		53,999
0 		10,000
0 		31,911
0 		556,624
0 		0
0
(23)PAMELA NENABERCOO - BMG (i)
(ii)		 227,199
77,976 		0
147,767 		0
57,930 		0
10,000 		0
17,731 		227,199
311,404 		0
0
(24)DALE SCHULTZVP - BUSINESS HEALTH (i)
(ii)		 289,465
0 		147,301
0 		31,030
0 		10,000
0 		18,509
0 		496,305
0 		0
0
(25)KIP EDWARDSVP - DEVELOPMENT/CONSTRUCTION (i)
(ii)		 285,971
0 		144,951
0 		34,820
0 		8,399
0 		21,775
0 		495,916
0 		0
0
(26)CHARLES LEHNSVP NETWORK OPERATIONS (i)
(ii)		 303,569
0 		132,399
0 		17,882
0 		13,235
0 		22,514
0 		489,599
0 		0
0
(27)RHONDA ANDERSONCEO - CARDON CHILDREN'S HOSP (i)
(ii)		 249,913
0 		141,710
0 		51,185
0 		9,193
0 		17,440
0 		469,441
0 		0
0
(28)BETSY SULLIVANVP REVENUE CYCLE (i)
(ii)		 284,160
0 		120,074
0 		20,796
0 		9,824
0 		23,983
0 		458,837
0 		0
0
(29)DAVID KAUBISCHVP FINANCE (i)
(ii)		 281,651
0 		120,930
0 		17,508
0 		18,178
0 		18,072
0 		456,339
0 		388
0
(30)CHARLES BOWENVP - SUPPLY CHAIN MANAGEMENT (i)
(ii)		 279,432
0 		120,045
0 		17,000
0 		10,324
0 		24,016
0 		450,817
0 		0
0
(31)MARILYN SCHOCKCEO - MCKEE MEDICAL CENTER (i)
(ii)		 257,526
0 		139,100
0 		17,723
0 		41,420
0 		12,530
0 		468,299
0 		0
0
(32)CARSON WEBBPHYSICIAN (i)
(ii)		 555,223
0 		477,926
0 		38,453
0 		10,000
0 		33,107
0 		1,114,709
0 		0
0
(33)RICKY LATHAMPHYSICIAN (i)
(ii)		 624,320
0 		428,114
0 		15,143
0 		10,000
0 		51,068
0 		1,128,645
0 		0
0
(34)MAURICE LYONSPHYSICIAN (i)
(ii)		 642,839
0 		3,709
0 		43,252
0 		10,000
0 		33,804
0 		733,604
0 		0
0
(35)EDGARDO RIVERAPHYSICIAN (i)
(ii)		 615,108
0 		59,040
0 		21,911
0 		10,000
0 		20,784
0 		726,843
0 		0
0
(36)LIN-WANG DONGPHYSICIAN (i)
(ii)		 399,257
0 		222,297
0 		18,710
0 		10,000
0 		27,491
0 		677,755
0 		0
0
(37)DEBRA FLORESCEO - BANNER DEL E. WEBB MC (i)
(ii)		 262,186
0 		128,260
0 		17,379
0 		18,467
0 		16,060
0 		442,352
0 		0
0
(38)DON EVANSCEO - BANNER BAYWOOD MED CTR (i)
(ii)		 0
0 		0
0 		184,760
0 		0
0 		0
0 		184,760
0 		0
0
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Identifier Return Reference Explanation
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS SCHEDULE J, PART I, LINE 4B 1. SERP II - COVERED 3 EXECUTIVES (FINE, BUNNELL, BIXBY). THIS SERP IS HELD IN A RABBI TRUST AT NORTHERN TRUST COMPANY. EXEC 457(B) - COVERED APPROXIMATELY 190 FORMER AND CURRENT EXECUTIVES. THIS NONQUALIFIED PLAN IS HELD AT FIDELITY INVESTMENTS AND IS 100% VESTED. TAXATION OCCURS AT TERMINATION OF EMPLOYMENT OR UPON DISTRIBUTION. THE ONLY CONTRIBUTIONS ALLOWED ARE EMPLOYER CONTRIBUTIONS. CONTRIBUTIONS ARE CALCULATED BASED ON ACTUARILY DETERMINED FACTORS. DURING 2012 THERE WAS A CHANGE IN INTEREST RATE ASSUMPTIONS USED BY THE ACTUARY, CAUSING AN INCREASE TO THE CONTRIBUTION AMOUNT. EMPLOYER CONTRIBUTIONS TO SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (INCLUDED IN COL C AS DEFERRED COMPENSATION): PETER FINE - $1,484,032 RONALD BUNNELL - $1,057,855 DAVID BIXBY - $522,357 2. EXEC 457(F) - COVERED APPROXIMATELY 50 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 AT TERMINATION OF EMPLOYMENT (IF VESTED). THE ONLY CONTRIBUTIONS ALLOWED ARE EMPLOYER CONTRIBUTIONS. NAME 457(F) PAYOUT EMPLOYER 457(F) DEPOSIT PETER FINE $1,457,099 $0 KATHY BOLLINGER $78,113 $0 DENNIS DAHLEN $71,393 $0 JOHN HENSING $92,970 $0 BECKY KUHN $34,834 $0 CHUCK LEHN $0 $3,235 MIKE WARDEN $44,344 $0 RHONDA ANDERSON $24,302 $0 PAT BLOCK $3,586 $0 C. DOUGLAS BOWEN $0 $324 JEFF BUEHRLE $4,847 $7,104 DAVID CHENEY $47,154 $0 ROB GOULD $0 $23,024 DAVE KAUBISCH $388 $8,178 PAMELA NENABER $25,664 $0 MIKE POWERS $35,214 $0 ERIC REIMAN $0 $69,724 MARILYN SCHOCK $0 $31,420 DALE SCHULTZ $13,910 $0 BETSY SULLIVAN $2,423 $0 RICK SUTTON $13,900 $41,075 DAN WEINMAN $6,394 $10,378
INCENTIVE COMPENSATION PLANS (NON-FIXED) SCHEDULE J, PART I, LINE 7 1. PETER FINE, RONALD BUNNELL, JAMES FERANDO, DAVID BIXBY, JOHN HENSING, EDWARD OXFORD, DENNIS DAHLEN, KATHY BOLLINGER, REBECCA KUHN, JAMES BRANNON AND MICHAEL WARDEN PARTICIPATE IN A LONG-TERM INCENTIVE PLAN (LTIP) COVERING A THREE-YEAR CYCLE FROM 2010-2012. THE LTIP WAS DESIGNED AT THE INITIATIVE OF THE BANNER BOARD WITH THE ASSISTANCE OF TOWERS PERRIN, AND ALL COMPONENTS WERE APPROVED BY THE BOARD. THE PLAN HAS THREE LEVELS OF TARGETS IN THREE AREAS: OPERATING MARGINS, COMPLETION AND PHYSICIAN UTILIZATION OF COMPUTERIZED PHYSICIAN ORDER ENTRY INSTALLATIONS AND REVENUE GROWTH. AWARDS ARE CALCULATED AS A PERCENTAGE OF AVERAGE BASE SALARY DURING THE THREE-YEAR CYCLE, AND OPPORTUNITY 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 PAYOUT OPPORTUNITY RANGES FROM 90% TO 45% OF AVERAGE THREE-YEAR BASE SALARY. 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. 2012 IS A "PAYOUT" YEAR IN THE THREE-YEAR CYCLE FOR AMOUNTS EARNED 2010-2012. ALL LTIP COMPENSATION PAYMENTS ARE REPORTED IN THE INCENTIVE AND BONUS COMPENSATION SHOWN IN SCHEDULE J, PART II, COL B (II). 2. BANNER HEALTH HAS A MANAGEMENT INCENTIVE PLAN (MIP) WHICH IS BASED ON COMPANY ACHIEVEMENT OF BASE AND STRETCH TARGETS FOR 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 PARTICIPANTS BASE SALARY AND VARY WITH THE POSITION LEVEL OF THE PARTICIPATING EMPLOYEE, RANGING FROM 24% TO 80% OF BASE SALARY. IN 2012, THERE WERE 814 MIP PARTICIPANTS. THE MIP WAS ACCRUED IN 2011 FOR THE 2012 MIP, AND PAYOUTS ON THE 2012 MIP WERE PAID IN 2013. MIP COMPENSATION IS INCLUDED IN SCHEDULE J, PART II, COL B (II). 3. CLINICAL PHYSICIANS EMPLOYED BY BANNER ARE TYPICALLY PAID ON THE BASIS OF A COMPENSATION SYSTEM THAT INCORPORATES A BASE SALARY AND A NON-FIXED PRODUCTIVITY COMPONENT THAT IS BASED UPON THE PHYSICIAN'S PRODUCTIVITY. TWO OF THE INDIVIDUALS LISTED IN FORM 990, PART VII, SECTION A, LINE 1A, RICKY LATHAM, M.D., AND CARSON WEBB, M.D., ARE PRACTICING INTERVENTIONAL CARDIOLOGISTS AT FAIRBANKS MEMORIAL HOSPITAL, FAIRBANKS, ALASKA, AND HAVE A COMPONENT OF COMPENSATION THAT IS NON-FIXED EQUAL TO THE NET REVENUES GENERATED BY THE PHYSICIAN FOR PROFESSIONAL SERVICES PERSONALLY PERFORMED BY THE PHYSICIAN THAT ARE IN EXCESS OF THE PRACTICE EXPENSES FAIRLY ALLOCATED TO THE PHYSICIAN, INCLUDING THE PHYSICIAN'S BASE SALARY, PRODUCTIVITY AND ALL OTHER COMPENSATION, SUBJECT TO A MAXIMUM LIMIT EQUAL TO 130% OF THE 90TH PERCENTILE OF THE COMPENSATION FOR INTERVENTIONAL CARDIOLOGISTS, BASED UPON NATIONAL COMPENSATION SURVEYS. THE NON-FIXED COMPONENT OF COMPENSATION FOR DR. LATHAM WAS $0 AND $109,704 FOR DR. WEBB. THESE AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COL B (II).
Schedule J (Form 990) 2012

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
BANNER HEALTH
 
Employer identification number
45-0233470
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer 		(i) Pool
financing
Yes No Yes No Yes No
A ARIZONA HEALTH FACILITIES AUTHORITY
  		86-0453292 040507HMO 05-10-2007 600,002,793 SERIES 2007A-B - SEE PART VI   X   X   X
B ARIZONA HEALTH FACILITIES AUTHORITY
  		86-0453292 040507HN8 04-30-2008 226,464,588 SERIES 2008A - SEE PART VI   X   X   X
C ARIZONA HEALTH FACILITIES AUTHORITY
  		86-0453292 040507JY2 06-19-2008 197,500,000 SERIES 2008B-C - SEE PART VI   X   X   X
D ARIZONA HEALTH FACILITIES AUTHORITY
  		86-0453292 040507KYO 08-28-2008 915,742,826 SERIES 2008D - SEE PART VI   X   X   X
ARIZONA HEALTH FACILITIES AUTHORITY
  		86-0453292 040507LE3 09-18-2008 397,085,000 SERIES 2008E-H - SEE PART VI   X   X   X
ARIZONA HEALTH FACILITIES AUTHORITY
  		86-0453292 040507NA9 11-08-2012 179,490,454 SERIES 2012A - SEE PART VI   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 0 0 0 0
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0 0
3 Total proceeds of issue . . . . . . . . . . . . . . 654,681,003 226,464,558 197,500,000 919,855,595
4 Gross proceeds in reserve funds . . . . . . . . . . . . 0 0 0 0
5 Capitalized interest from proceeds . . . . . . . . . . . 0 0 0 0
6 Proceeds in refunding escrows . . . . . . . . . . . . 0 224,627,857 194,910,000 343,425,000
7 Issuance costs from proceeds . . . . . . . . . . . . 3,221,064 1,836,731 2,489,789 5,438,540
8 Credit enhancement from proceeds . . . . . . . . . . . 0 0 100,211 0
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0 0
10 Capital expenditures from proceeds . . . . . . . . . . . 651,459,939 0 0 570,992,055
11 Other spent proceeds . . . . . . . . . . . . . . 0 0 0 0
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 0 0
13 Year of substantial completion . . . . . . . . . . . . 2009 2009 2009 2011
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . .   X X   X   X  
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . . X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2012
Schedule K (Form 990) 2012
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . . X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? . . . . . . . . . . . . . . . . X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . . X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? . X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0.00000% 0% 0.00000% 0%
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0.00000% 0.00000% 0.00000% 0.00000%
6 Total of lines 4 and 5 . . . . . . . . . . . . . . . 0.00000% 0% 0.00000% 0%
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X   X
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X   X
b If “Yes” to line 8a, enter the percentage of bond-financed property sold or disposed of.   %   %   %   %
c If “Yes” to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .   X   X   X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2?
X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X X   X   X  
b Exception to rebate? . . . . . . . . X     X   X   X
c No rebate due? . . . . . . . . . .
  X   X   X   X
If you checked "No rebate due" in line 2c, provide in Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . . X     X X     X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X     X X     X
b Name of provider . . . . . . . . . MORGAN STANLEY
  		0
  		MORGAN STANLEY
  		 
 
c Term of hedge . . . . . . . . . . 29.67   26.55  
d Was the hedge superintegrated? . . . . . . X         X    
e Was a hedge terminated? . . . . . . .   X       X    
Schedule K (Form 990) 2012
Schedule K (Form 990) 2012
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . . X     X   X   X
b Name of provider . . . . . . . . . MORGAN STANLEY
  		0
  		0
  		0
 
c Term of GIC . . . . . . . . . . 3.      
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . . X              
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
1 Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
TAX-EXEMPT BONDS DESCRIPTION OF PURPOSE 0 SCHEDULE K, PART I, LINE 3, COLUMN (A) 2007A-B BOND INCLUDES INVESTMENT EARNINGS OF $54,678,210. 2008D BOND INCLUDES INVESTMENT EARNINGS OF $4,112,769. 2012A BOND INCLUDES INVESTMENT EARNINGS OF $1,053. SCHEDULE K, PART I, COLUMN (F) 2007A-B: THE BONDS WERE ISSUED TO: (1) FINANCE A PORTION OF THE COSTS OF ACQUISITION, CONSTRUCTION, RENOVATION, INSTALLATION AND EQUIPPING OF THE VARIOUS PROJECTS, INCLUDING THE REIMBURSEMENT OF CERTAIN PRIOR CAPITAL EXPENDITURES PAID BY BANNER HEALTH; (2) REFUND AND REDEEM ON A CURRENT BASIS A PORTION OF BANNER HEALTH'S OUTSTANDING COMMERCIAL PAPER NOTES; (3) PAY CERTAIN LEGAL, ACCOUNTING AND FINANCING COSTS, INCLUDING UNDERWRITERS' DISCOUNT, INCURRED IN CONNECTION WITH THE ISSUANCE OF THE BONDS; AND (4) PAY PREMIUMS FOR MUNICIPAL BONDS INSURANCE POLICIES TO SECURE PAYMENT OF DEBT SERVICE ON THE BONDS. 2008A: THE BONDS WERE ISSUED TO: (1) REFINANCE PRIOR BONDS ISSUED ON MAY 12, 2005, INCLUDING INTEREST ACCRUED THEREON; AND (2) PAY CERTAIN LEGAL, ACCOUNTING AND FINANCING COSTS, INCLUDING UNDERWRITERS' DISCOUNT, INCURRED IN CONNECTION WITH THE ISSUANCE OF THE BONDS. 2008B-C: THE BONDS WERE ISSUED TO: (1) REFINANCE PRIOR BONDS ISSUED ON MAY 12, 2005; (2) PAY CERTAIN LEGAL, ACCOUNTING AND FINANCING COSTS, INCLUDING UNDERWRITERS' DISCOUNT, INCURRED IN CONNECTION WITH THE ISSUANCE OF THE BONDS; AND (3) PAY FEES AND EXPENSES WITH RESPECT TO THE LETTER OF CREDIT. 2008D: THE BONDS WERE ISSUED, TOGETHER WITH OTHER AVAILABLE MONEYS OF BANNER HEALTH, TO: (1) FINANCE A PORTION OF THE COSTS OF ACQUISITION, CONSTRUCTION, RENOVATION, INSTALLATION AND EQUIPPING OF PROJECTS, INCLUDING REIMBURSEMENT OF CERTAIN PRIOR CAPITAL EXPENDITURES PAID BY BANNER HEALTH; (2) FINANCE THE COSTS OF THE SUN HEALTH ACQUISITION; (3) CURRENTLY REFUND $50,700,000 OUTSTANDING PRINCIPAL AMOUNT OF THE INDUSTRIAL DEVELOPMENT AUTHORITY OF THE CITY OF MESA, ARIZONA, VARIABLE RATE REVENUE BONDS (DISCOVERY HEALTH SYSTEM), SERIES 1999B; (4) CURRENTLY REFUND $73,225,000 OUTSTANDING PRINCIPAL AMOUNT OF THE AUTHORITY'S REVENUE BONDS (BANNER HEALTH SYSTEM), SERIES 2002A; (5) CURRENTLY REFUND $73,175,000 OUTSTANDING PRINCIPAL AMOUNT OF THE AUTHORITY'S REVENUE BONDS (BANNER HEALTH SYSTEM), SERIES 2002B; (6) CURRENTLY REFUND $146,325,000 OUTSTANDING PRINCIPAL AMOUNT OF THE AUTHORITY'S REVENUE BONDS (BANNER HEALTH SYSTEM), SERIES 2002C; AND (7) PAY CERTAIN LEGAL, ACCOUNTING AND FINANCING COSTS, INCLUDING UNDERWRITER'S DISCOUNT, INCURRED IN CONNECTION WITH THE ISSUANCE OF THE BONDS. 2008E-H: THE BONDS WERE ISSUED TO: (1) REFINANCE THE OUTSTANDING PRINCIPAL AMOUNT OF THE AUTHORITY'S $396,995,000 REVENUE BONDS (BANNER HEALTH) SERIES 2005A; (2) PAY CERTAIN LEGAL, ACCOUNTING AND FINANCING COSTS, INCLUDING UNDERWRITERS' DISCOUNT, INCURRED IN CONNECTION WITH THE ISSUANCE OF THE BONDS; AND (3) PAY FEES AND EXPENSES WITH RESPECT TO THE LETTER OF CREDIT. 2012A: THE BONDS WERE ISSUED TO: (1) FINANCE THE CONSTRUCTION OF A NEW TOWER, A 5 STORY PARKING STRUCTURE FOR VISITORS, A 3 STORY PARKING STRUCTURE FOR STAFF, A TWO-STORY WING TO ACCOMMODATE ADDITIONAL CARDIAC CATHETERIZATION, ENDOSCOPY AND OTHER PROCEDURES AND PROVIDE SPACE FOR A NICU AND EXPANDED WOMEN'S AND INFANTS SERVICES, AND EXPANSION OF THE OPERATING ROOMS AND THE EMERGENCY DEPARTMENT AT BANNER ESTRELLA MEDICAL CENTER ("BANNER ESTRELLA") AND (2) FINANCE THE DESIGN AND BUILD-OUT OF TWO SHELLED FLOORS AT BANNER BAYWOOD MEDICAL CENTER ("BANNER BAYWOOD"), ADD 56 PRIVATE PATIENT ROOMS AND CONVERT EXISTING SEMI-PRIVATE BEDS TO PRIVATE BEDS. PRIVATE BEDS.
Schedule K (Form 990) 2012

Additional Data


Software ID:  
Software Version:  

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
BANNER HEALTH
 
Employer identification number
45-0233470
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer 		(i) Pool
financing
Yes No Yes No Yes No
A ARIZONA HEALTH FACILITIES AUTHORITY
  		86-0453292 040507HMO 05-10-2007 600,002,793 SERIES 2007A-B - SEE PART VI   X   X   X
B ARIZONA HEALTH FACILITIES AUTHORITY
  		86-0453292 040507HN8 04-30-2008 226,464,588 SERIES 2008A - SEE PART VI   X   X   X
C ARIZONA HEALTH FACILITIES AUTHORITY
  		86-0453292 040507JY2 06-19-2008 197,500,000 SERIES 2008B-C - SEE PART VI   X   X   X
D ARIZONA HEALTH FACILITIES AUTHORITY
  		86-0453292 040507KYO 08-28-2008 915,742,826 SERIES 2008D - SEE PART VI   X   X   X
ARIZONA HEALTH FACILITIES AUTHORITY
  		86-0453292 040507LE3 09-18-2008 397,085,000 SERIES 2008E-H - SEE PART VI   X   X   X
ARIZONA HEALTH FACILITIES AUTHORITY
  		86-0453292 040507NA9 11-08-2012 179,490,454 SERIES 2012A - SEE PART VI   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 0 0 0 0
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0 0
3 Total proceeds of issue . . . . . . . . . . . . . . 654,681,003 226,464,558 197,500,000 919,855,595
4 Gross proceeds in reserve funds . . . . . . . . . . . . 0 0 0 0
5 Capitalized interest from proceeds . . . . . . . . . . . 0 0 0 0
6 Proceeds in refunding escrows . . . . . . . . . . . . 0 224,627,857 194,910,000 343,425,000
7 Issuance costs from proceeds . . . . . . . . . . . . 3,221,064 1,836,731 2,489,789 5,438,540
8 Credit enhancement from proceeds . . . . . . . . . . . 0 0 100,211 0
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0 0
10 Capital expenditures from proceeds . . . . . . . . . . . 651,459,939 0 0 570,992,055
11 Other spent proceeds . . . . . . . . . . . . . . 0 0 0 0
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 0 0
13 Year of substantial completion . . . . . . . . . . . . 2009 2009 2009 2011
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . .   X X   X   X  
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . . X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2012
Schedule K (Form 990) 2012
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . . X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? . . . . . . . . . . . . . . . . X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . . X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? . X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0.00000% 0% 0.00000% 0%
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0.00000% 0.00000% 0.00000% 0.00000%
6 Total of lines 4 and 5 . . . . . . . . . . . . . . . 0.00000% 0% 0.00000% 0%
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X   X
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X   X
b If “Yes” to line 8a, enter the percentage of bond-financed property sold or disposed of.   %   %   %   %
c If “Yes” to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .   X   X   X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2?
X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X X   X   X  
b Exception to rebate? . . . . . . . . X     X   X   X
c No rebate due? . . . . . . . . . .
  X   X   X   X
If you checked "No rebate due" in line 2c, provide in Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . . X     X X     X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X     X X     X
b Name of provider . . . . . . . . . MORGAN STANLEY
  		0
  		MORGAN STANLEY
  		 
 
c Term of hedge . . . . . . . . . . 29.67   26.55  
d Was the hedge superintegrated? . . . . . . X         X    
e Was a hedge terminated? . . . . . . .   X       X    
Schedule K (Form 990) 2012
Schedule K (Form 990) 2012
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . . X     X   X   X
b Name of provider . . . . . . . . . MORGAN STANLEY
  		0
  		0
  		0
 
c Term of GIC . . . . . . . . . . 3.      
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . . X              
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
1 Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
TAX-EXEMPT BONDS DESCRIPTION OF PURPOSE 0 SCHEDULE K, PART I, LINE 3, COLUMN (A) 2007A-B BOND INCLUDES INVESTMENT EARNINGS OF $54,678,210. 2008D BOND INCLUDES INVESTMENT EARNINGS OF $4,112,769. 2012A BOND INCLUDES INVESTMENT EARNINGS OF $1,053. SCHEDULE K, PART I, COLUMN (F) 2007A-B: THE BONDS WERE ISSUED TO: (1) FINANCE A PORTION OF THE COSTS OF ACQUISITION, CONSTRUCTION, RENOVATION, INSTALLATION AND EQUIPPING OF THE VARIOUS PROJECTS, INCLUDING THE REIMBURSEMENT OF CERTAIN PRIOR CAPITAL EXPENDITURES PAID BY BANNER HEALTH; (2) REFUND AND REDEEM ON A CURRENT BASIS A PORTION OF BANNER HEALTH'S OUTSTANDING COMMERCIAL PAPER NOTES; (3) PAY CERTAIN LEGAL, ACCOUNTING AND FINANCING COSTS, INCLUDING UNDERWRITERS' DISCOUNT, INCURRED IN CONNECTION WITH THE ISSUANCE OF THE BONDS; AND (4) PAY PREMIUMS FOR MUNICIPAL BONDS INSURANCE POLICIES TO SECURE PAYMENT OF DEBT SERVICE ON THE BONDS. 2008A: THE BONDS WERE ISSUED TO: (1) REFINANCE PRIOR BONDS ISSUED ON MAY 12, 2005, INCLUDING INTEREST ACCRUED THEREON; AND (2) PAY CERTAIN LEGAL, ACCOUNTING AND FINANCING COSTS, INCLUDING UNDERWRITERS' DISCOUNT, INCURRED IN CONNECTION WITH THE ISSUANCE OF THE BONDS. 2008B-C: THE BONDS WERE ISSUED TO: (1) REFINANCE PRIOR BONDS ISSUED ON MAY 12, 2005; (2) PAY CERTAIN LEGAL, ACCOUNTING AND FINANCING COSTS, INCLUDING UNDERWRITERS' DISCOUNT, INCURRED IN CONNECTION WITH THE ISSUANCE OF THE BONDS; AND (3) PAY FEES AND EXPENSES WITH RESPECT TO THE LETTER OF CREDIT. 2008D: THE BONDS WERE ISSUED, TOGETHER WITH OTHER AVAILABLE MONEYS OF BANNER HEALTH, TO: (1) FINANCE A PORTION OF THE COSTS OF ACQUISITION, CONSTRUCTION, RENOVATION, INSTALLATION AND EQUIPPING OF PROJECTS, INCLUDING REIMBURSEMENT OF CERTAIN PRIOR CAPITAL EXPENDITURES PAID BY BANNER HEALTH; (2) FINANCE THE COSTS OF THE SUN HEALTH ACQUISITION; (3) CURRENTLY REFUND $50,700,000 OUTSTANDING PRINCIPAL AMOUNT OF THE INDUSTRIAL DEVELOPMENT AUTHORITY OF THE CITY OF MESA, ARIZONA, VARIABLE RATE REVENUE BONDS (DISCOVERY HEALTH SYSTEM), SERIES 1999B; (4) CURRENTLY REFUND $73,225,000 OUTSTANDING PRINCIPAL AMOUNT OF THE AUTHORITY'S REVENUE BONDS (BANNER HEALTH SYSTEM), SERIES 2002A; (5) CURRENTLY REFUND $73,175,000 OUTSTANDING PRINCIPAL AMOUNT OF THE AUTHORITY'S REVENUE BONDS (BANNER HEALTH SYSTEM), SERIES 2002B; (6) CURRENTLY REFUND $146,325,000 OUTSTANDING PRINCIPAL AMOUNT OF THE AUTHORITY'S REVENUE BONDS (BANNER HEALTH SYSTEM), SERIES 2002C; AND (7) PAY CERTAIN LEGAL, ACCOUNTING AND FINANCING COSTS, INCLUDING UNDERWRITER'S DISCOUNT, INCURRED IN CONNECTION WITH THE ISSUANCE OF THE BONDS. 2008E-H: THE BONDS WERE ISSUED TO: (1) REFINANCE THE OUTSTANDING PRINCIPAL AMOUNT OF THE AUTHORITY'S $396,995,000 REVENUE BONDS (BANNER HEALTH) SERIES 2005A; (2) PAY CERTAIN LEGAL, ACCOUNTING AND FINANCING COSTS, INCLUDING UNDERWRITERS' DISCOUNT, INCURRED IN CONNECTION WITH THE ISSUANCE OF THE BONDS; AND (3) PAY FEES AND EXPENSES WITH RESPECT TO THE LETTER OF CREDIT. 2012A: THE BONDS WERE ISSUED TO: (1) FINANCE THE CONSTRUCTION OF A NEW TOWER, A 5 STORY PARKING STRUCTURE FOR VISITORS, A 3 STORY PARKING STRUCTURE FOR STAFF, A TWO-STORY WING TO ACCOMMODATE ADDITIONAL CARDIAC CATHETERIZATION, ENDOSCOPY AND OTHER PROCEDURES AND PROVIDE SPACE FOR A NICU AND EXPANDED WOMEN'S AND INFANTS SERVICES, AND EXPANSION OF THE OPERATING ROOMS AND THE EMERGENCY DEPARTMENT AT BANNER ESTRELLA MEDICAL CENTER ("BANNER ESTRELLA") AND (2) FINANCE THE DESIGN AND BUILD-OUT OF TWO SHELLED FLOORS AT BANNER BAYWOOD MEDICAL CENTER ("BANNER BAYWOOD"), ADD 56 PRIVATE PATIENT ROOMS AND CONVERT EXISTING SEMI-PRIVATE BEDS TO PRIVATE BEDS. PRIVATE BEDS.
Schedule K (Form 990) 2012

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
BANNER HEALTH
 
Employer identification number

45-0233470
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2012
Schedule L (Form 990 or 990-EZ) 2012
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) PHILLIP CARDON SON OF BOARD MEMBER 42,362 EMPLOYED BY BANNER HEALTH   No
(2) NATALIE RHODES DAUGHTER OF OFFICER 52,907 EMPLOYED BY BANNER HEALTH   No
(3) DAVID GLASSMAN SON-IN-LAW OF BD MEMBER 280,066 EMPLOYED BY BANNER HEALTH   No
(4) CAROL CHENEY WIFE OF KEY EMPLOYEE 159,119 EMPLOYED BY BANNER HEALTH   No
(5) JANET HAWTHORNE SISTER OF KEY EMPLOYEE 80,519 EMPLOYED BY BANNER HEALTH   No
(6) PHOENIX NEUROLOGICAL ASSOCIATES HENDIN, 20% OWNER OF PNA 604,540 PAYMENT FOR MEDICAL SERVICES   No
(7) HAEMONETICS FOOTE, BOARD MEMBER 242,399 BLOOD MANAGEMENT SERVICES   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2012

Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
BANNER HEALTH
 
Employer identification number

45-0233470
Identifier Return Reference Explanation
VOLUNTEERS FORM 990, PART I, LINE 6 AT BANNER HEALTH, OUR VOLUNTEERS ARE AN IMPORTANT PART OF OUR TEAM, AND EACH YEAR THOUSANDS OF PEOPLE SERVE BANNER AND, IN TURN, SERVE LOCAL COMMUNITY NEEDS. PEOPLE OF ALL AGES, FROM ALL WALKS OF LIFE, AND WITH DIVERSE BACKGROUNDS AND SKILLS CHOOSE TO GIVE THEIR TIME TO BANNER. OUR VOLUNTEERS RANGE FROM TEENS AND ADULTS TO SEASONAL VISITORS AND RETIREES. THE ONLY CONSISTENCY IS THAT THEY ALL HAVE A DESIRE TO HELP AND SERVE OTHERS. THESE COMPASSIONATE AND CARING INDIVIDUALS MAKE A POSITIVE DIFFERENCE IN THE LIVES OF PATIENTS, STAFF AND GUESTS BY PROVIDING A PERSONAL AND COMPASSIONATE APPROACH TO PATIENT AND GUEST SERVICE. VOLUNTEERS WITHIN BANNER WORK DIRECTLY WITH PEOPLE AND PROVIDE BEHIND-THE-SCENES SUPPORT TO ENHANCE THE PATIENT'S EXPERIENCE AND COMFORT. WITHIN THE VARIOUS PATIENT CARE AND PUBLIC AREAS, VOLUNTEERS GREET GUESTS, PROVIDE INFORMATION AND DIRECTIONS, ESCORT PATIENTS AND FAMILIES TO THEIR DESTINATIONS, TRANSPORT AND LINK VISITORS TO STAFF AND OTHER RESOURCES. VOLUNTEERS ALSO PROVIDE COMFORT THROUGH THERAPY DOG VISITS, PERSONAL VISITS AND BY PROVIDING COMFORT ITEMS SUCH AS PILLOWS, PHONE CARDS, AND CATERING. FINALLY, OTHER VOLUNTEERS SUPPORT STAFF THROUGH ADMINISTRATIVE PROJECTS AND ASSISTANCE - ALLOWING THEM MORE TIME TO DEVOTE TO PATIENT CARE. BANNER HEALTH HONORS THE MANY VOLUNTEERS WHO DONATE NUMEROUS HOURS AND COUNTLESS TALENTS TO OUR ORGANIZATION IN FURTHERANCE OF OUR EXEMPT PURPOSE. THEY EXEMPLIFY OUR MISSION IN THAT EVERY DAY, THEY MAKE A DIFFERENCE IN THE LIVES OF OUR PATIENTS AND COMMUNITY.
PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINE 4 BANNER HEALTH (BH) IS A NON-PROFIT HEALTH CARE SYSTEM THAT OWNS, LEASES, AND OPERATES HOSPITALS, NURSING HOMES, PHYSICIAN CLINICS, HOME HEALTH AGENCIES AND AMBULATORY FACILITIES IN SEVEN WESTERN STATES. HEADQUARTERED IN PHOENIX, ARIZONA, SERVICES PROVIDED BY BH INCLUDE ACUTE CARE, AMBULATORY CARE, LONG-TERM CARE, HOME HEALTH CARE, HOSPICE AND PALLIATIVE CARE AND DURABLE MEDICAL EQUIPMENT. BH ALSO PROVIDES MAJOR, ACCREDITED MEDICAL EDUCATION PROGRAMS THAT TRAIN QUALIFIED DOCTORS AND PARTICIPATED IN NATIONAL AND GLOBAL RESEARCH EFFORTS. THE NON-PROFIT MISSION OF BH IS TO MAKE A DIFFERENCE IN PEOPLE'S LIVES THROUGH EXCELLENT PATIENT CARE AND THE COMMITMENT TO CLINICAL EXCELLENCE HAS GARNERED DOMESTIC AND INTERNATIONAL RECOGNITION. TO FULFILL THIS MISSION AND SERVE ITS INCREDIBLY DIVERSE PATIENT POPULATION, BH OPERATES A SYSTEM OF RURAL AND URBAN FACILITIES THAT PRESERVE THE DIGNITY OF EACH INDIVIDUAL REGARDLESS OF RACE, CREED, SEX, AGE, SOCIAL STATUS OR ABILITY TO PAY FOR SERVICES RENDERED. BH FACILITIES ARE OPERATED IN A COST-EFFECTIVE AND FINANCIALLY RESPONSIBLE MANNER TO INSURE THAT ALL WHO TURN TO BH RECEIVE THE EXCELLENT PATIENT CARE THEY DESERVE. FULFILLMENT OF THE BH MISSION AND EXEMPT PURPOSE IS ACCOMPLISHED IN PART BY PROVIDING PATIENTS FINANCIAL ASSISTANCE AND CHARITY CARE, AS WELL AS COMMUNITY BENEFITS PROGRAMS AND SERVICES (SEE SCHEDULE H). BH IS NOTED FOR ITS COMMUNITY SERVICE PROGRAMS AND BH EMPLOYEES WORK TIRELESSLY AND DEVOTE SIGNIFICANT HOURS (THE MAJORITY OF WHICH ARE ON BH WORK TIME) AS VOLUNTEERS AT CLINICS FOR THE WORKING POOR, PROVIDING GENERAL HEALTH AND BEHAVIORAL HEALTH SCREENINGS AND CONDUCTING SEMINARS, PRESENTATIONS AND EDUCATIONAL EVENTS. IN ADDITION, BH EMPLOYEES ROUTINELY SERVE ON LOCAL COMMUNITY BOARDS AND ACTIVELY PARTICIPATE IN VARIOUS PUBLIC SERVICE OPPORTUNITIES. SERVICES AND PROGRAMS CONDUCTED BY BH FACILITIES INCLUDE BUT ARE NOT LIMITED TO: - COMMUNITY HEALTH EDUCATION PROGRAMS - SUPPORT GROUPS - SELF-HELP PROGRAMS - COMMUNITY BLOOD DRIVES AND HEALTH SCREENINGS - COMMUNITY WELLNESS CLINICS AND PROGRAMS - COMMUNITY HEALTH FAIRS - MOBILE SCREENINGS AND CLINICS - SUBSIDIZED CLINICS AND SERVICES - LIVE AND WEB-BASED AND ELECTRONIC CONSUMER HEALTH EDUCATION AND ASSISTANCE - PRIMARY AND CLINICAL RESEARCH WITH AN EMPHASIS ON ALZHEIMER'S DISEASE AND OTHER AGE RELATED DISEASES - SCHOOL-BASED CLINICS, EDUCATION AND PHYSICAL EXAMINATIONS - DONATED SPACE AND CONFERENCE ROOMS TO COMMUNITY BASED ORGANIZATIONS - DONATED MEDICAL SUPPLIES - PARTNERSHIPS WITH EDUCATIONAL INSTITUTIONS TO PROMOTE HEALTHCARE CAREERS - FACILITY AND STAFF INVOLVEMENT IN COMMUNITY BASED ORGANIZATIONS - COMMUNITY LEADERSHIP TRAINING AND COALITION BUILDING SEVERAL NEW OR ON-GOING COMMUNITY BENEFIT ACTIVITIES WERE NOTED IN 2012. THESE ACTIVITIES INCLUDE: COMMUNITY HEALTH IMPROVEMENT AND SUPPORT SERVICES - GRACE MIDDLEBROOK MEMORIAL FAMILY LIBRARY, WELLNESS LIBRARY AND MCKEE WELLSPRING LIBRARY BANNER GOOD SAMARITAN MEDICAL CENTER, NORTH COLORADO MEDICAL CENTER AND MCKEE MEDICAL CENTER OFFERED COMMUNITY MEMBERS ACCESS TO BOOKS, TAPES, VIDEOS, JOURNAL ARTICLES, ETC. ON HEALTH-RELATED TOPICS. THESE SERVICES ARE VALUED IN EXCESS OF $175,000 AND SERVE OVER 15,000 RESIDENTS PER YEAR. - BH INTERNET - WEB-BASED CONSUMER EDUCATION BH IS THE LEADING HEALTH CARE PROVIDER IN EVERY COMMUNITY IT SERVES AND IT RECOGNIZES THE IMPORTANCE OF PROVIDING HEALTH CARE INFORMATION, AND SUPPORT. IN 2012, BH ELECTRONIC CONSUMER HEALTH INFORMATION PAGES AND WEB CONTENT WERE VIEWED OVER 3.3 MILLION TIMES. DEDICATED STAFF CREATED CONTENT, MAINTAINED THE WEBSITE AND PREPARED ON-LINE, BI-LINGUAL PUBLICATIONS FOR THE COMMUNITY VALUED AT APPROXIMATELY $76,000. INCLUDED IN THE CONTENT WERE EXTENSIVE ADULT AND CHILDREN'S HEALTH RESOURCE LIBRARIES, "ASK THE EXPERT" WHICH PROVIDES ACCESS TO ALMOST 1,000 WRITTEN AND VIDEO FORMATS AND A DIVERSE OFFERING OF ONLINE AND INTERACTIVE HEALTH CALCULATORS. MISSION OF MERCY MOBILE MEDICAL VAN MISSION OF MERCY IS A MOBILE MEDICAL CLINIC LAUNCHED IN 1997 THAT SERVES THE MORE THAN 200,000 UNINSURED WORKING POOR IN PHOENIX AND THE SURROUNDING CITIES THAT MAKE UP MARICOPA COUNTY. THE ROLLING CLINIC IS SUPPORTED ENTIRELY BY VOLUNTEER LABOR AND DONATED SUPPLIES. - BANNER HEALTH CALL CENTER/CRISIS HELP LINES IN 2012, BH HANDLED PHONE CALLS FOR PHYSICIAN REFERRAL, HEALTH-INFORMATION PROVIDED BY REGISTERED NURSES, CRISIS COUNSELING, BEHAVIORAL HEALTH HELP AND INFORMATION ON BH PROGRAMS AND SERVICES. VALUED AT OVER $3,100,000, MOST OF THESE CALLS WERE FROM LOW-INCOME PERSONS NEEDING HEALTH ADVICE AND SERVICES. - CARING CONNECTIONS CARING CONNECTIONS IS A UNIQUE PROGRAM OFFERED BY BANNER HOSPICE THAT PROVIDES SUPPORT AND ASSISTANT FOR PATIENTS AND FAMILIES WHO FACE THE CHALLENGES OF CHRONIC OR LIFE LIMITING ILLNESS. THROUGH CARING CONNECTIONS, PATIENTS AND THEIR FAMILIES HAVE ACCESS TO COMMUNITY RESOURCES, CRISIS INTERVENTION, TELEPHONE SUPPORT AND EDUCATION. IN 2012 OVER $126,000 WAS PROVIDED FOR THIS NO CHARGE SERVICE. - COMMUNITY EDUCATION BH IS COMMITTED TO PROVIDING EDUCATION IN ALL THE COMMUNITIES IT SERVES AND DOING ITS PART TO KEEP BANNER COMMUNITIES STRONG AND HEALTHY. ACROSS THE SYSTEM, AREA RESIDENTS AND COMMUNITY MEMBERS WERE PROVIDED NUMEROUS IN-PERSON AND ONLINE EDUCATIONAL OPPORTUNITIES INCLUDING CLASSES, SYMPOSIUMS, PRESENTATIONS AND FORUMS AIMED AT COMMUNITY HEALTH AWARENESS. TOPICS INCLUDED DISCUSSIONS SPECIFIC TO VARIOUS DISEASES AND DISEASE PREVENTION TECHNIQUES, HOLISTIC THERAPIES, CAREGIVER SUPPORT AND SAFETY. ALSO AVAILABLE WERE SPEAKER BUREAUS AND PHYSICIAN LECTURES DEDICATED TO MEETING THE PARTICULAR HEALTH-RELATED COMMUNITY REQUEST OR NEED.
EXTENDING BEYOND PATIENT CARE, THE FOLLOWING COMMUNITY HEALTH ACTIVITIES AND SUPPORT SERVICES WERE ALSO CARRIED OUT IN 2012: - ALZHEIMER'S EDUCATION, SCREENING AND SUPPORT SERVICES - THROUGH THE BANNER ALZHEIMER'S INSTITUTE, COMMUNITY PRESENTATIONS, CAREGIVER SUPPORT SERVICES AND SCREENINGS WERE PROVIDED TO INDIVIDUALS AND FAMILIES. - AUTO, CAR SEAT AND SEAT BELT SAFETY - PARENTS, YOUTH AND FAMILY MEMBERS PROVIDED WITH CAR SEAT AND SEAT BELT SAFETY INSTRUCTIONS AND CERTIFICATION OPPORTUNITIES. - BANNER HOSPICE CHILDREN'S BEREAVEMENT CAMP - PROVIDED SUPPORT IN EXCESS OF $16,000 FOR A FREE BEREAVEMENT CAMP FOR CHILDREN WHO HAVE LOST A PARENT OR LOVED ONE. - BEHAVIORAL HEALTH - PROVIDED EDUCATION AND RESOURCES RELATED TO SUICIDE PREVENTION, DEPRESSION AND ANXIETY. - BIKE AND HELMET SAFETY - 500 PERSONS PROVIDED WITH BIKE AND HELMET SAFETY LESSONS AND/OR SUPPLIES. - CANCER EDUCATION, SCREENINGS AND SUPPORT - OVER 2,800 PERSONS WERE PROVIDED WITH EDUCATION AND ACTIVITIES IN SUPPORT OF CANCER CARE AND HEALING. THESE SERVICES WERE VALUED IN EXCESS OF $103,000. - CARDIAC CARE, HEALTHY HEART, AND STROKE EDUCATION AND AWARENESS - SERVICES VALUED IN EXCESS OF $77,000 PROVIDED TO OVER 1,325 LOCAL RESIDENTS. - CHILDREN AND YOUTH -- CHILD DEVELOPMENT, EARLY EDUCATION AND SAFETY AWARENESS VALUED IN EXCESS OF $6,000 PROVIDED TO OVER 445 CHILDREN AND YOUTH. - COMMUNITY BLOOD SCREENINGS AND DRAWS - DRAWS, EDUCATION AND HEALTH PROFILE SCREENING BENEFITS PROVIDED TO RESIDENTS OF COMMUNITIES SERVED BY BANNER. - COMMUNITY NEWSLETTERS - HEALTH INFORMATION PROVIDED TO OVER 112,000 RESIDENTS ON A QUARTERLY BASIS. - CPR AND FIRST AID - RESIDENTS TRAINED ON CPR AND FIRST AID PROTOCOL. - DIABETES SCREENING AND SUPPORT- LECTURES, SCREENINGS AND COMMUNITY EXPOS AIMED AT EDUCATING THE COMMUNITY ON DIABETES. OVER 110 CITIZENS PARTICIPANTS PERSONS RECEIVED FREE SCREENINGS AND EDUCATION VALUED IN EXCESS OF $6,600. - EAST VALLEY WELLNESS PROGRAM: HEALTH BEYOND THE WALLS - IMPROVE THE LIVES OF COMMUNITY RESIDENTS THROUGH FREE WELLNESS SCREENINGS AND HEALTH EDUCATION. BANNER HEALTH BRINGS HEALTH CARE SERVICES TO THOSE WHO CAN'T EASILY ACCESS THEM. MONTHLY, A COMMUNITY HEALTH NURSE VISITS 25 COMMUNITIES IN THE EAST PHOENIX METRO AREA; CHECKING BLOOD PRESSURE AND BLOOD GLUCOSE AND PROVIDING EDUCATION AND COUNSELING TO PERSONS WHO DON'T HAVE A PHYSICIAN OR MAY HAVE TROUBLE GETTING TO THEIR DOCTOR'S OFFICES. - FITNESS AND EXERCISE - OPPORTUNITY FOR OVER 200 ADULTS AND YOUTH TO IMPROVE HEALTH VIA PILATES, YOGA, STRENGTH TRAINING, FITNESS CHALLENGES, ZUMBA, WORKSITE WELLNESS OPPORTUNITIES AND BODY MECHANICS TRAINING. - FOOD & NUTRITION - OPPORTUNITIES PROVIDED TO AREA RESIDENTS TO LEARN HEALTHY COOKING AND PORTION CONTROL AND DISTORTION TECHNIQUES. - GERMS AND GERM SAFETY - CHILDREN AND ADULTS WERE EDUCATED ON GERM PREVENTION AND THE IMPORTANCE OF HAND WASHING. - GRIEF- INDIVIDUALS WERE SUPPORTED BY SERVICES AND ACTIVITIES TO ASSIST WITH GRIEF. - HEALTH CARE SUPPORT SERVICES - PUBLIC AHCCCS/MEDICAID PROGRAM ENROLLMENT ASSISTANCE AND CARE COORDINATION VALUED AT $2.9 MILLION PROVIDED TO INDIVIDUALS IN NEED. - HEALTH FAIRS - HEALTH FAIRS VALUED IN EXCESS OF $160,000 WERE PROVIDED TO LOCAL RESIDENTS. ADDRESSING CRITICAL NEEDS, THESE EVENTS WERE HELD AT COMMUNITY EVENTS, COUNTY FAIRS, LOCAL BUSINESSES, MALLS, SENIOR CENTERS, SCHOOLS AND BH FACILITIES. - HEALTH EATING AND NUTRITION - COMMUNITY EDUCATION ON HEALTHY EATING AND NUTRITION. - HOSPITALITY HOUSE - LODGING PROVIDED FOR THOSE NEEDING A PLACE TO SAY IF A FAMILY MEMBER OR FRIEND IS HOSPITALIZED. IN 2012, 20 ROOMS, THREE APARTMENTS AND FOUR COMMON ROOMS WERE PROVIDED TO GUESTS WHO COULD NOT AFFORD TO PAY FOR HOUSING IN A COMMUNITY HOTEL - KEEPING KIDS SAFE - COMMUNITY HOSPITAL, THE CORNERSTONE OF HEALTH CARE IN SOUTHEAST WYOMING, IS A MAJOR SPONSOR OF THE TOWN OF TORRINGTON'S SAFE KIDS DAY. THE HOSPITAL HANDED OUT THREE BIKES, 150 HELMETS AND FLASHERS FOR BICYCLE SAFETY. - LUNCH & LEARN- OPPORTUNITIES FOR 60 AREA RESIDENTS TO LEARN ABOUT PERTINENT HEALTH ISSUES DURING LUNCH-HOUR PRESENTATIONS. - NEW MOM EDUCATION - EDUCATION FOR MOMS, FAMILIES AND SIBLINGS PROVIDED IN EXCESS OF $172,000. - OGALLALA COMMUNITY HOSPITAL HEALTH FAIR - THIS ANNUAL HEALTH FAIR DRAWS MORE THAN 200 PEOPLE WHO TRAVEL AS MUCH AS 50 MILES TO GET BETTER INFORMATION ABOUT THEIR HEALTH. THE FAIR GIVES PEOPLE AN EXCELLENT OVERALL SNAPSHOT OF THEIR HEALTH BY PROVIDING: BLOOD DRAWS, PSA CHECKS, BLOOD-PRESSURE CHECKS, OSTEOPOROSIS EXAMS, VISION SCREENING AND MORE. - ORTHOPEDICS - 420 RESIDENTS RECEIVED EDUCATION ORTHOPEDIC PAIN CONTROL, JOINT PAIN AND KNEE REPLACEMENT. - PEDIATRIC DIABETES - EDUCATION AND SUPPORT RECEIVED BY 80 FAMILIES WITH JUVENILE DIABETES. - PERIPHERAL ARTERY DISEASE (PAD) AND BLOOD PRESSURE SCREENINGS - RESIDENTS WERE PROVIDED WITH PAD SCREENING AND WELLNESS SERVICES. - POISON SAFETY AND PREVENTION - COMMUNITY MEMBERS EDUCATED ON PROPER DRUG DISPOSAL PROTOCOL. - CHILDREN'S SAFETY FAIR - THIS ANNUAL AWARD-WINNING COMMUNITY PROGRAM COVERS EVERYTHING FROM FIRE, HOME AND BICYCLE SAFETY TO STRANGER DANGER AND INTERNET PREDATORS. THE FIRST 1,200 CHILDREN, UP TO 16 YEARS OF AGE, ALWAYS RECEIVE A FREE BICYCLE HELMETS. - WASHAKIE HEALTH SCREENINGS - WASHAKIE MEDICAL CENTER HELPS THE COMMUNITY WITH FREE HEALTH SCREENINGS. THE MEDICAL CENTER CHECKS 80 RESIDENTS A QUARTER, HELPING PEOPLE KEEP THEIR DIABETES IN LINE. SCREENING PARTICIPANTS CAN TALK WITH A DIETITIAN OR OTHER SPECIALIST AND SOME HAVE RECEIVED PERIPHERAL ARTERY DISEASE EVALUATIONS. THESE FREE SCREENINGS ARE INVALUABLE TO PEOPLE WITH LITTLE OR NO HEALTH INSURANCE THAT NEED HELP MONITORING GLUCOSE LEVELS TO PREVENT COMPLICATIONS FROM DIABETES. THE SCREENINGS ARE PUT ON IN CONJUNCTION WITH THE LOCAL EAGLES LODGE MEMBERS. - SENIORS - 3,446 SENIORS EDUCATED ON PERTINENT ISSUES SUCH AS DIET AND NUTRITION, DEMENTIA AND MEMORY, HEALTHY AGING AND FALL PREVENTION. - SITTER SAFETY) - CLASSES VALUED AT $1,100 PROVIDED TO AREA TEENS TO TRAIN AND ENHANCE BABYSITTING SKILLS AND SAFETY.
- SPIRIT OF WOMEN - BANNER HEALTH IS PROUD TO BE PART OF SPIRIT OF WOMEN,   A COALITION OF AMERICAN HOSPITALS COMMITTED TO MAKING GOOD HEALTH EASIER FOR WOMEN AND THEIR FAMILIES. AS A SPIRIT OF WOMAN PARTNER, OPPORTUNITIES ARE PROVIDED FOR WOMEN AND THEIR FAMILIES TO LEARN MORE ABOUT THEIR HEALTH GET REGULAR UPDATES AND TO BE PART OF A COMMUNITY FOCUSED ON WELL-BEING. - SPORT SCREENINGS - PHYSICALS, EDUCATION AND SUPPORT FOR LOCAL STUDENT ATHLETES. - STRANGER DANGER - AREA CHILDREN PROVIDED EDUCATION ON SAFETY AND STRANGERS. - SUPPORT GROUPS - THROUGHOUT BH THOUSANDS OF PATIENTS AND FAMILIES WERE AIDED IN COPING WITH BRAIN INJURIES, CANCER, BARIATRICS, S DIABETES, HEART DISEASE, PULMONARY DISEASE, BEHAVIORAL DISORDERS, NUTRITION, OBSTETRIC AND GYNECOLOGICAL CONCERNS, CARE GIVING AND DEATH. - SYNAGIS CLINIC - COMMUNITY WIDE CLINIC PROVIDED DURING RSV SEASON. - TEENS AND YOUTH - OVER 525 TEENS AND YOUTH RECEIVED TRAINING ON ISSUES SUCH AS TEEN PREGNANCY, YOUTH SPORT INJURIES, RESPONSIBLE BEHAVIORS, TEEN DRINKING ABSTINENCE ETC. VALUED AT $14,500. - VACCINATIONS AND INOCULATIONS - RESIDENTS IMMUNIZATION CLINICS MOBILE FLU SHOT OPPORTUNITIES. - WATER/POOL SAFETY - FAMILIES EDUCATED ON WATER SAFETY. - WELLNESS WEDNESDAYS - PROGRAM DESIGNED TO OFFER LOW COST BLOOD SCREENINGS AT REGULAR INTERVALS TO THE PEOPLE OF WESTERN NEBRASKA. - WOMEN'S HEALTH PROGRAMS - OPPORTUNITIES VALUED IN EXCESS OF $511,000 PROVIDED TO AREA WOMEN RELATED TO WOMEN'S HEALTH AND WELLNESS EDUCATION. HEALTH PROFESSION EDUCATION AND TRAINING PROGRAMS BANNER HEALTH IS COMMITTED TO THE TRAINING OF MEDICAL RESIDENTS, NURSING STUDENTS, OTHER STUDENTS AND COMMUNITY MEMBERS. IN 2012, BH SUPPORTED HEALTH PROFESSION EDUCATION WITH THE FOLLOWING PROGRAMS: - MEDICAL EDUCATION - SINCE 1965, BH HAS OFFERED GRADUATE MEDICAL EDUCATION AT BANNER GOOD SAMARITAN MEDICAL CENTER AND HUNDREDS OF PHYSICIANS WHO HAVE GRADUATED FROM THIS PROGRAM SERVE OUR COMMUNITIES. BH HAS ALSO BEEN INSTRUMENTAL IN EDUCATING THE COLORADO PHYSICIAN COMMUNITY. AS PART OF COMMUNITY SERVICE, BH PROVIDED APPROXIMATELY $20.5 MILLION FOR THE TRAINING OF FUTURE DOCTORS, NURSES AND THERAPISTS, AND THE CONTINUING EDUCATION OF CURRENT HEALTH CARE PROFESSIONALS. THE FAMILY PRACTICE RESIDENCY AT NORTH COLORADO MEDICAL CENTER PROVIDES FAMILY PRACTICE RESIDENTS WITH ADVANCED SKILLS TO ENABLE THEM TO PROVIDE A WIDE VARIETY OF PHYSICIAN SERVICES IN UNDERSERVED RURAL AREAS. - STUDENT NURSING EDUCATION - COLLABORATION WITH LOCAL UNIVERSITIES TO ENHANCE AND PROVIDE EDUCATION AND PRACTICAL TRAINING VALUED IN EXCESS OF $1,321,000. - PHARMACY EDUCATION - AS PART OF COMMUNITY SERVICE, BH PROVIDED APPROXIMATELY $776,000 FOR THE TRAINING OF FUTURE PHARMACISTS. - NURSING PROFESSIONAL EDUCATION - SERVICES VALUED IN EXCESS OF $45,400 TO TRAIN ON A VARIETY OF TOPICS AND SKILL SETS INCLUDING FORENSIC NURSING, PERI-OPERATIVE SERVICES, AND SUTURES AND WOUNDS MED/SURGE AND ICU. - EMS/PARAMEDICS - SERVICES PROVIDED TO LOCAL EMERGENCY MEDICAL PERSONNEL AND AGENCIES. - SIMULATION TRAINING - COLLABORATION WITH AREA COLLEGES AND EMERGENCY RESPONSE DEPARTMENTS TO PROVIDE SIMULATION EXERCISES IN TECHNOLOGICALLY ADVANCED SIMULATION CENTER. - JOB SHADOWING AND CAREER DAY PRESENTATIONS- THESE PROGRAMS AND SERVICES VALUED AT $94,270 ENCOURAGED HEALTHCARE CAREERS THROUGH EDUCATION AND OBSERVATION OF DAILY ACTIVITIES TO AREA YOUTH AND OTHERS INTERESTED IN HEALTH CARE CAREERS. - PALS & ACLS - TRAINING AND CERTIFICATION SERVICES VALUED AT APPROXIMATELY $40,000 PROVIDED ON BASIC AND ADVANCED TECHNIQUES. - OTHER HEALTH PROVIDER EDUCATION - OTHER HEALTH CARE PROVIDERS, CLERGY AND STUDENTS WERE TRAINED ON A VARIETY OF TOPICS INCLUDING VALUED IN EXCESS OF $255,000. - BANNER CENTER FOR HEALTH EDUCATION - COLLABORATED WITH MARICOPA COMMUNITY COLLEGE ON VARIOUS HEALTH CAREERS AND WAYS TO INCREASE AREA HEALTH PROFESSIONAL AND NURSING SHORTAGES. - SCHOLARSHIPS - PROVIDED SUPPORT IN EXCESS OF $265,000 FOR EDUCATIONAL OPPORTUNITIES. SUBSIDIZED HEALTH SERVICES BANNER PROVIDES NUMEROUS CLINICAL SERVICES TO MEET THE NEEDS OF BH COMMUNITIES AND THE UNINSURED OR UNDER-INSURED. INCLUDED IN THE SERVICES PROVIDED IN 2012 ARE: - FUNDED DISCHARGE PROGRAM FUNDS IN EXCESS OF $1,079,000 PROVIDED TO NEEDY COMMUNITY RESIDENTS FOR POST DISCHARGE CARE. - THE BANNER GOOD SAMARITAN POISON AND DRUG INFORMATION CENTER THE BANNER GOOD SAMARITAN POISON AND DRUG INFORMATION CENTER IS ACCREDITED BY THE AMERICAN ASSOCIATION OF POISON CONTROL CENTERS (AAPCC) AND IS DESIGNATED BY THE STATE OF ARIZONA TO PROVIDE FREE 24 HOUR EMERGENCY MANAGEMENT OF POISONINGS TO RESIDENTS AND HEALTH CARE PROFESSIONALS IN MARICOPA COUNTY. NURSES WHO ARE SPECIALISTS IN POISON INFORMATION ALONG WITH POISON INFORMATION PROVIDERS RECEIVED CLOSE TO 91,000 CALLS IN 2012 FOR HELP WITH MANAGING POISONINGS SOME OF WHICH INCLUDED BITES AND STINGS, DRUG OVERDOSES, CHILDREN GETTING INTO POISONS AS WELL AS PROVIDING POISON AND DRUG INFORMATION. APPROXIMATELY 74% OF POISON EMERGENCIES WERE MANAGED SAFELY AT HOME BY PHONE ELIMINATING THE NEED FOR A VISIT TO A PHYSICIAN OR THE LOCAL EMERGENCY ROOM. 90% OF CALLS ABOUT CHILDREN WERE SAFELY MANAGED AT HOME. IN ADDITION, THE CENTER PROVIDES EXTENSIVE COMMUNITY EDUCATION ON THE PREVENTION OF POISONINGS. IN 2012 THE OPERATING EXPENDITURES OF THE POISON CONTROL CENTER WAS APPROXIMATELY $2,123,000. BANNER GOOD SAMARITAN POISON AND DRUG INFORMATION CENTER RECEIVED CONTRIBUTIONS FROM UNITED WAY, ARIZONA DEPARTMENT OF HEALTH SERVICES, AND HRSA ALONG WITH HEALTH DEPARTMENT CONTRACTS AND PROJECTS TO TOTAL APPROXIMATELY $610,000. BANNER GOOD SAMARITAN CONTRIBUTED THE REMAINING MONIES IN EXCESS OF $1,513,000 TO FUND THIS MUCH NEEDED PROGRAM. ONE OF ONLY TWO CENTERS IN THE STATE, THE BANNER POISON CONTROL CENTER RECEIVES OVER 60% OF THE STATE'S CALL VOLUME AND WITH BANNER GOOD SAMARITAN'S DEPARTMENT OF MEDICAL TOXICOLOGY HAS A GRADUATE TRAINING PROGRAM FOR PHYSICIANS IN TOXICOLOGY CURRENTLY TRAINING FELLOWS IN ARIZONA. ESTABLISHED IN 1979, THE BANNER GOOD SAMARITAN POISON CENTER HAS CONTINUOUSLY SERVED THE CITIZENS OF MARICOPA COUNTY AND SURROUNDING COUNTIES FOR MORE THAN 30 YEARS. - HEALTHY BEGINNINGS PRENATAL PROGRAM HEALTHY BEGINNINGS IS A LOVELAND, COLORADO COMMUNITY-BASED PRENATAL PROGRAM THAT ASSISTS EXPECTANT MOTHERS WHO HAVE LITTLE OR NO INSURANCE COVERAGE. THE PROGRAM HELPS WOMEN ACCESS QUALITY PRENATAL CARE AND EDUCATION. IN 2012, BANNER HEALTH CONTRIBUTED IN EXCESS OF $524,000 TO OPERATE THIS PROGRAM. - SCHOOL-BASED HEALTH CLINICS IN CONJUNCTION WITH THE BANNER FOUNDATION, THE BANNER HEALTH SCHOOL-BASED HEALTH CLINIC PROGRAM AND BANNER CHILDREN'S HEALTH MOBILE PROVIDES PRIMARY CARE SERVICES TO UNINSURED CHILDREN ENROLLED IN SCHOOLS THROUGHOUT CHANDLER, GLENDALE, MESA, PHOENIX AND TEMPE. CONVENIENTLY LOCATED ON SCHOOL CAMPUSES, THE SCHOOL-BASED HEALTH CLINICS OPERATE LIKE A REGULAR DOCTOR'S OFFICE HELPING UNINSURED CHILDREN WITH HEALTH PROBLEMS, PHYSICALS AND ROUTINE CHECK-UPS. LACK OF HEALTH SERVICES TO UNINSURED CHILDREN IS A CRITICAL PROBLEM IN ARIZONA, WHERE A SIGNIFICANT PORTION OF CHILDREN ARE WITHOUT HEALTH INSURANCE. THE PROGRAM'S GOAL IS TO KEEP UNINSURED CHILDREN HEALTHY, IN SCHOOL, AND OUT OF THE EMERGENCY ROOM. - SEASON'S CLUB, OLIVE BRANCH SENIOR CENTER AND STEPPING STONES SEASON'S CLUB, OLIVE BRANCH SENIOR CENTER, ADULT RESIDENTIAL CARE, STEPPING STONES AND MEMORIES IN THE MAKING ENHANCE THE QUALITY OF LIFE FOR MATURE ARIZONA AND COLORADO ADULTS THROUGH HEALTH PROMOTION, EDUCATION AND RECREATION. IN 2012 APPROXIMATELY $452,500 WAS INVESTED IN THE LOVELAND AND NORTHWEST PHOENIX COMMUNITIES TO ENHANCE THE LIVES OF AREA SENIORS. - THE GOLDEN HEART PROJECT THE GOLDEN HEART "OFF THE STREET AND INTO TREATMENT" PROJECT IS BY FAIRBANKS MEMORIAL HOSPITAL AND IS MADE UP OF COMMUNITY LEADERS IN BUSINESS, NATIVE ORGANIZATIONS, THE UNIVERSITY OF ALASKA, GOVERNMENT, HEALTHCARE, JUSTICE AND CORRECTIONS, TREATMENT SERVICES, AND THE MEDIA. THE PROJECT PRODUCES LOCAL SYSTEM CHANGES TO IMPROVE PREVENTION, INTERVENTION, AND TREATMENT SERVICES WITH REGARD TO THE NEEDS OF THE CHRONIC INEBRIATE POPULATION. THIS COMMUNITY GROUP TAKES RESPONSIBILITY FOR IMPROVING ACCESS TO APPROPRIATE TREATMENT SERVICES AND FOR CHANGING PESSIMISTIC ATTITUDES ABOUT THE VALUE OF SUPPORT BEHAVIORAL TREATMENT SERVICES. - PALLIATIVE CARE MULTIDISCIPLINARY TEAMS IN ARIZONA AND COLORADO STRIVE TO ASSIST PATIENTS, FAMILIES AND CAREGIVERS WITH END-OF-LIFE ISSUES, AN UNCOMFORTABLE SUBJECT TO MANY. BANNER'S APPROACH ENCOURAGES OPEN COMMUNICATION AND HELPS IDENTIFY AND CARRY OUT INDIVIDUALIZED GOALS FOR END-OF-LIFE CARE. SPECIALIZED SYMPTOM MANAGEMENT ALONG WITH CONSULTATION ADDRESSES THE MEDICAL, EMOTIONAL, PSYCHOLOGICAL AND SPIRITUAL ISSUES THAT OCCUR WITH REGARD TO THE MANAGEMENT OF ADVANCED CHRONIC AND LIFE-LIMITING ILLNESS. IN 2012, OVER $2.7 MILLION WAS DEVOTED TO THESE EFFORTS.
- TRAUMA   THE TRAUMA DEPARTMENT AT BANNER GOOD SAMARITAN MEDICAL CENTER RECOGNIZES THE LIFE-SAVING IMPORTANCE OF PARTNERING WITH RURAL COMMUNITIES IN ARIZONA TO IMPROVE TRAUMA CARE. IN ARIZONA, MORE THAN 60 PERCENT OF ARIZONA TRAUMA PATIENTS ARE INJURED IN RURAL AREAS, MEANING THEY MUST BE TRANSPORTED LONG DISTANCES TO RECEIVE SPECIALIZED CARE. IN FACT, MORE THAN 40 PERCENT OF ARIZONA TRAUMA PATIENTS DON'T REACH A DESIGNATED TRAUMA CENTER WITHIN THE FIRST HOUR OR "GOLDEN HOUR" AFTER THEIR INJURY. RECEIVING TREATMENT IN THIS FIRST HOUR MAY BE CRITICAL TO THEIR SURVIVAL. RECOGNIZING THIS, BANNER GOOD SAMARITAN HAS PARTNERED WITH RURAL HEALTH CARE FACILITIES TO PROVIDE TRAINING CRITICAL TO TREAT PATIENTS DURING THIS TIME WHILE THEY ARE AWAITING TRANSPORT TO LEVEL I TRAUMA CENTERS. THE TEAM HAS ALSO BEEN HONORED FOR THEIR COMMITMENT TO PROVIDING THIS KIND OF TRAINING TO ARIZONA RURAL EMERGENCY PERSONNEL. - MEMORY DISORDERS CLINIC DIRECTED BY INTERNATIONALLY RECOGNIZED LEADERS IN THE CARE AND STUDY OF PEOPLE WITH ALZHEIMER'S DISEASE, BANNER ALZHEIMER'S INSTITUTE OFFERS A COMPASSIONATE CENTER OF EXCELLENCE FOR ANYONE AFFECTED BY ALZHEIMER'S DISEASE, DEMENTIA OR A RELATED MEMORY DISORDER. SUPPORT AND INNOVATIVE APPROACHES TO MEDICAL TREATMENT, FAMILY AND COMMUNITY SERVICES ARE OFFERED TO THIS VERY COMPLICATED POPULATION. AND MEMORY LOSS CARE SPECIALISTS WORK TO CUSTOMIZE A SPECIFIC ACTION PLAN TAILORED TO THE PRECISE NEEDS OF THE PATIENT AND FAMILY AS THEY CHANGE DURING TIME. THESE SERVICES VALUED IN EXCESS OF $1,298,000 INCLUDE MEMORY ASSISTANCE AND MEDICAL, LEGAL AND FINANCIAL PLANNING SERVICES, CONNECTION TO COMMUNITY SERVICES AND RESOURCES, AND COUNSELING AND SUPPORT DURING TRYING TIMES. - HOSPITAL PARAMEDIC PROGRAMS EMS BASE SERVICES PROVIDED TO ARIZONA EMERGENCY RESPONDERS. WITHOUT THIS SUBSIDY AND SERVICE LOCALITIES WOULD BE RESPONSIBLE FOR THIS $640,000 SERVICE. - PRESCRIPTION ASSISTANCE IN 2012, PRESCRIPTION ASSISTANCE, COMMUNITY RESOURCE INFORMATION AND REFERRALS WERE PROVIDED TO 1,936 LOVELAND AREA RESIDENTS WITH CHRONIC AND ACUTE MEDICATION NEEDS. THIS PROGRAM, PROVIDED AT A COST OF $87,000 HELPED PEOPLE RECEIVE DRUGS FOR FREE OR FOR LITTLE COST. PEOPLE WITH ASTHMA, DIABETES AND BEHAVIORAL HEALTH PROBLEMS HAVE GOTTEN THE MEDICATIONS THEY NEED TO LIVE THEIR LIVES MORE EASILY. MCKEE PRESCRIPTION ASSISTANCE PROGRAM ALSO COUNSELS SENIORS ON THEIR MEDICARE DRUG BENEFITS. - BEHAVIORAL HEALTH IN 2012, $1.48 MILLION WAS DEVOTED TO THE MENTAL HEALTH NEEDS OD THE COMMUNITY. - NCMC BURN CLINIC THE NCMC BURN CLINIC HOUSES THE WESTERN STATES BURN CENTER AND WITHOUT BANNER'S $731,700 SUPPORT, MULTIPLE WESTERN STATES WOULD BE WITHOUT THIS COVERAGE. - LAURA DRIER BREAST CENTER EACH YEAR, THOUSANDS OF WOMEN RELY ON THE LAURA DREIER BREAST CENTER AT BANNER GOOD SAMARITAN FOR THEIR ANNUAL SCREENING MAMMOGRAMS AND BONE DENSITY STUDIES. THE REACHING OUT: LAURA DREIER BREAST HEALTH PROGRAM EDUCATES WOMEN ABOUT THE LATEST BREAST DISEASE PREVENTION, EARLY DETECTION AND TREATMENT INFORMATION. THROUGH DONATIONS TO THE BANNER HEALTH FOUNDATION AND PARTNERSHIP WITH THE KOMEN FOUNDATION, THE REACHING OUT PROGRAM HAS PROVIDED MAMMOGRAMS AND TREATMENT TO HUNDREDS OF UNINSURED AND UNDERINSURED WOMEN. IN 2012 BANNER HEALTH CONTRIBUTED $110,000 TO THESE EFFORTS. - WOMEN'S CENTER THE WOMEN'S CENTER AT BANNER GOOD SAMARITAN MEDICAL CENTER TAKES A UNIQUE APPROACH TO WOMEN'S HEALTH BY COMBINING ACADEMIC TRAINING FOR OBSTETRICS AND GYNECOLOGY RESIDENTS WITH EXPERIENCED BOARD-CERTIFIED FACULTY PHYSICIANS. IN 2012 BANNER GOOD SAMARITAN PROVIDED $952,318 IN ADVANCED CARE FOR COMPLICATED WOMEN'S HEALTH ISSUES AS WELL AS ROUTINE EXAMS. THE WOMEN'S CENTER IS A KEY RESOURCE IN CENTRAL PHOENIX AND IS THE PRIMARY REFERRAL SITE FOR HIGH-RISK AND COMPLICATED WOMEN'S MEDICAL SERVICES. PATIENTS TRAVEL FROM ALL OVER ARIZONA TO RECEIVE INPATIENT, OUTPATIENT AND IN-OFFICE CARE. RESEARCH ACTIVITIES THE MISSION OF BANNER HEALTH'S RESEARCH ADMINISTRATION IS TO ENSURE THAT RESEARCH IS CONDUCTED ETHICALLY, SAFELY, AND EFFICIENTLY. SUCH RESEARCH REVEALS NEW CANCER TREATMENTS THAT ARE MORE EFFECTIVE AND LESS DEBILITATING THAN CURRENT THERAPIES, VACCINES THAT PROTECT OUR CHILDREN AND COMMUNITIES FROM ILLNESSES, "MINIMALLY INVASIVE" SURGERIES THAT REQUIRE LESS RECOVERY TIME AND NON-INVASIVE PROCEDURES THAT ALLOW PEOPLE TO AVOID SURGERY ALL TOGETHER. BANNER SUPPORTS THE PHYSICIANS AND OTHER SCIENTISTS WHOSE EFFORTS BRING REAL SOLUTIONS TO SOCIETY'S MEDICAL PROBLEMS AND PROMOTE COMMUNITY HEALTH. IN 2012, RESEARCH ADMINISTRATION PROVIDED THE CLINICAL ENVIRONMENT WITH RESEARCH COMPLIANCE INFRASTRUCTURE, CENTRAL IRB, AND PATIENT POPULATION MIX FOR COLLABORATION WITH PHARMACEUTICAL AND BIOTECH COMPANIES, ACADEMIC AND RESEARCH INSTITUTIONS, IN THE IDENTIFICATION OF DISEASE STAGE BIOMARKERS, DEVELOPMENT OF DIAGNOSTIC TOOLS, AND PERTINENT PREVENTION AND TREATMENT MODALITIES VALUED AT $7.6 MILLION. BANNER IS INVOLVED IN CUTTING-EDGE RESEARCH AIMED AT HELPING PATIENTS SUFFERING FROM SOME OF THE MOST SERIOUS DISEASES AND CONDITIONS, INCLUDING SPINAL CORD INJURIES, ALZHEIMER'S DISEASE, CANCER, CARDIOVASCULAR AND DIABETES/OBESITY, IN COLLABORATION WITH ARIZONA'S STATE UNIVERSITIES, RESEARCH INSTITUTIONS AND INDUSTRY. INPATIENT AND OUTPATIENT RESEARCH STUDIES WERE CONDUCTED IN CARDIOLOGY, NEUROBIOLOGY/BIOENGINEERING, NEUROLOGY, OB/GYN, ONCOLOGY, PEDIATRICS, PRIMARY CARE, PSYCHIATRY, PULMONARY, SURGERY, TOXICOLOGY, AND ALZHEIMER'S DISEASE AT VARIOUS BANNER FACILITIES. - FINANCIAL CONTRIBUTIONS AND IN-KIND DONATIONS BANNER IS COMMITTED TO ASSISTING FINANCIALLY AND THROUGH IN-KIND CONTRIBUTIONS TO INDIVIDUALS AND/OR THE COMMUNITY AT LARGE. IN 2012 BANNER HEALTH PROVIDED THE FOLLOWING CONTRIBUTIONS OR IN-KIND DONATIONS TO SUPPORT CHARITY CARE, HEALTH PROFESSIONS EDUCATION AND OTHER COMMUNITY BENEFIT ACTIVITIES: - SUSAN G. KOMEN FOR THE CURE/KOMEN PHOENIX RACE FOR THE CURE WITH SIGNIFICANT SUPPORT FROM BH, THE KOMEN PHOENIX RACE FOR THE CURE IS HELD ANNUALLY IN OCTOBER. IN 2012, NEARLY $2 MILLION WAS RAISED TO ERADICATE BREAST CANCER AS A LIFE-THREATENING DISEASE BY ADVANCING RESEARCH, EDUCATION, SCREENING AND TREATMENT. MORE THAN 1,300 BANNER HEALTH EMPLOYEES, FAMILY MEMBERS AND FRIENDS RAISED MORE THAN $51K BY PARTICIPATING IN THE 18TH ANNUAL KOMEN PHOENIX RACE FOR THE CURE. THIS EFFORT WAS LED BY 141 FACILITY LEADERS AND TEAM CAPTAINS WHO HELPED PLAN AND PROMOTE BANNER'S PARTICIPATION IN THE RACE FOR THE CURE. THE BANNER HEALTH RACE FOR THE CURE TEAM WAS NAMED THE LARGEST MULTI-FACILITY HEALTH CARE TEAM. FUNDS RAISED THROUGH THE RACE DIRECTLY BENEFIT BREAST CARE/CANCER SERVICES FOR UNDERSERVED WOMEN AT THE LAURA DREIER BREAST CENTER AT BANNER GOOD SAMARITAN MEDICAL CENTER AND THE BREAST CANCER TREATMENT PROGRAM AT BANNER DESERT MEDICAL CENTER. EACH YEAR, THE PHOENIX AFFILIATE OF SUSAN G. KOMEN RACE FOR THE CURE AWARDS GRANTS TO BANNER HEALTH FOUNDATION IN SUPPORT OF BREAST HEALTH PROGRAMS AND SERVICES. THESE GRANTS PROVIDE INNOVATIVE, NON-DUPLICATIVE BREAST HEALTH AND BREAST-CANCER SERVICES DIRECTLY TO INDIVIDUALS WHO ARE MEDICALLY UNDERSERVED, UNINSURED OR UNDERINSURED. - LOVELAND COMMUNITY HEALTH CENTER MCKEE MEDICAL CENTER PARTNERS WITH SUNRISE HEALTHCARE TO MEET THE NEEDS OF THE UNINSURED AND UNDERINSURED IN LOVELAND. LCHC PROVIDES QUALITY, COMPREHENSIVE HEALTH CARE FOR UNINSURED AND UNDERINSURED COMMUNITY MEMBERS. THE CLINIC PROVIDES PRIMARY AND PREVENTATIVE HEALTH CARE IN GREELEY AND NORTHERN COLORADO MCKEE MEDICAL CENTER PROVIDES THE PHYSICAL FACILITY AND EXPANSION, WHILE THE SUNRISE GROUP OF GREELEY PROVIDES STAFFING FOR THE MEDICAL CLINIC. BANNER HEALTH PROVIDES LCHC WITH A 13,902 SQUARE FOOT FACILITY FREE OF CHARGE. THE ESTIMATED ANNUAL RENTAL VALUE OF THIS GIFT IS ESTIMATED TO BE $365,901. IN 2012, OVER 7,300 PERSONS WERE PROVIDED MEDICAL SERVICES BY LCHC AND IN-OFFICE CARE. - BANNER WHEELCHAIR SUNS BANNER GOOD SAMARITAN MEDICAL CENTER, IN PARTNERSHIP WITH THE PHOENIX SUNS AND US AIRWAYS, SPONSORS THE BANNER WHEELCHAIR SUNS TO RAISE AWARENESS OF THE CAPABILITIES OF DISABLED PERSONS. FOR MORE THAN 20 YEARS, BANNER HEALTH, ALONG WITH THE PHOENIX SUNS HAS BEEN THE PROUD SPONSOR OF THE BANNER WHEELCHAIR SUNS, AN EXTRAORDINARILY SUCCESSFUL TEAM IN THE NATIONAL WHEELCHAIR BASKETBALL ASSOCIATION. IN ADDITION TO PROMOTING AWARENESS AND RAISING FUNDS, THE WHEELCHAIR SUNS ALSO ORGANIZED THE BANNER JUNIOR SUNS, WHICH INCLUDES PLAYERS AGES 12 TO 18 YEARS OLD.
- PROJECT CURE   FOR MANY YEARS BANNER HEALTH HAS WORKED CLOSELY WITH PROJECT CURE (PC) BY DONATING MEDICAL SUPPLIES THAT CAN NO LONGER BE USED AT BANNER FACILITIES BUT WHICH CAN STILL BE USED IN THIRD WORLD COUNTRIES. EACH FACILITY WITHIN BANNER SETS ASIDE SUPPLIES EVERY MONTH WHICH ARE THEN SECURED BY PC AND INVENTORIED AT A LOCAL PC SITE. ONCE INVENTORIED, THESE SUPPLIES ARE REQUESTED BY INDIVIDUALS AND MISSIONS THOUGH OUT THE WORLD AND AN INCREDIBLE NEED IS MET. BANNER IS PROUD TO SUPPORT THIS OUTREACH MISSION THAT HELPS MILLIONS. IN 2012, BH DONATED $1.2 MILLION IN SUPPLIES TO PROJECT CURE. THE FOLLOWING ORGANIZATIONS REPRESENT THOSE RECEIVING FINANCIAL, IN-KIND OR VOLUNTEER DONATIONS FROM BH FACILITIES IN 2012: - 354TH MEDICAL GROUP - ALASKA HEALTHCARE EXECUTIVES NETWORK - ALASKA HEART WALK - ALASKA NATIVE HEALTH BOARD SUMMER CELEBRATION - ALASKA SCOTTISH RITE CARE FOUNDATION - ALASKA SOCIETY FOR RESPIRATORY CARE - ALASKA STATE MEDICAL ASSOCIATION - ALLIANCE FOR SUICIDE PREVENTION - ALTERNATIVES TO VIOLENCE - ALZHEIMERS ASSOCIATION MEMORIES IN THE MAKING - AMERICAN CANCER SOCIETY - AMERICAN CANCER SOCIETY RELAY FOR LIFE - AMERICAN HEART ASSOCIATION - AMERICAN HEART ASSOCIATION GO RED - AMERICAN HEART ASSOCIATION HEART WALK - AMERICAN RED CROSS - ARIZONA DEPARTMENT OF HEALTH SERVICES CELEBRATION - ARTHRITIS FOUNDATION - ARTHRITIS FOUNDATION JINGLE BELL WALK/RUN - BERTHOUD HIGH - BETTER TOGETHER - BLOOD BANK OF ALASKA - BONE MARROW DRIVE - CENTER FOR PERSONALIZED PHYSICAL EDUCATION - CIRCLE OF HOPE - CLINICAL LABORATORY SCIENTIST OF ALASKA - COALITION TO PROTECT AMERICA'S HEALTH CARE - DARE - DISABLED RESOURCES CENTER - EARLY CHILDHOOD DEVELOPMENT COMMISSION - FAIRBANKS COUNSELING AND ADOPTION - FAIRBANKS ICE DOGS CIRCLE OF HOPE STICK IT TO CANCER - FAIRBANKS RESOURCE AGENCY - FORGET ME NOT MISSION - GOODALL RECREATION CENTER - GREATER FAIRBANKS COMMUNITY HOSPITAL FOUNDATION - HABITAT FOR HUMANITY - HUTCHISON HIGH SCHOOL HEALTH OCCUPATIONS STUDENT TRAVEL - JOEL'S PLACE - KEITH COUNTY - KOMEN SURVIVOR'S CONFERENCE - LARIMER COUNTY MEDICAL SOCIETY - LONG PEAK BS - MARCH OF DIMES - MARCH OF DIMES NURSE OF THE YEAR - MARCH OF DIMES NURSE OF THE YEAR BANQUET - MORNING STAR RANCH - NATIONAL MS SOCIETY - NCMC AMERICAN CANCER SOCIETY - NCMC AMERICAN CANCER SOCIETY - NCMC FOUNDATION - NEBRASKA RURAL HEALTH CLINIC - OGALLALA BASEBALL ASSOCIATION - OGALLALA TRIATHALON - ORANGE AND BLACK GOLF SCRAMBLE - PROJECT SELF SUFFICIENCY - PROM A RAMA - RAM STRENGTH - SAFE KIDS OF SANDHILLS - SALVATION ARMY - SAMARITAN COUNSELING - SPECIAL OLYMPICS - ST. LUKE'S FAMILY FESTIVAL - STAND DOWN FOR HOMELESS - SUN HEALTH FOUNDATION - SUSAN'S RUN - THOMPSON VALLEY EMS - TOM KRAUSE MEMORIAL SCHOLARSHP - TURKEY TROT FUN RUN - UNITED WAY - UNIVERSITY OF ALASKA - FAIRBANKS DEPATMENT OF MUSIC - UNIVERSITY OF ALASKA - FAIRBANKS SCIENCE SYMPOSIUM - UNIVERSITY WEST HOSPITAL FOUNDATION COMMUNITY BUILDING AS A GOOD CORPORATE CITIZEN AND PARTNER, BANNER IS INVOLVED IN A NUMBER OF ACTIVITIES DESIGNED TO PROMOTE COMMUNITY HEALTH AND ADDRESS COMMUNITY NEEDS INCLUDING COMMUNITY HEALTH IMPROVEMENT ADVOCACY, HOUSING, ECONOMIC DEVELOPMENT, COALITION BUILDING, COMMUNITY HEALTH ADVOCACY, LEADERSHIP DEVELOPMENT, WORKFORCE DEVELOPMENT AND ENHANCEMENT, AND DISASTER PREPAREDNESS. BH EMPLOYEES ARE ENCOURAGED TO AND RECOGNIZED FOR SERVICE AND PARTICIPATION ON COMMUNITY BOARDS AND TASK FORCES AND BANNER FREQUENTLY PROVIDES FACILITY USAGE TO COMMUNITY NON-PROFITS. THESE ACTIVITIES ARE NOT INCLUDED ELSEWHERE ON SCHEDULE H. THE FOLLOWING ARE BUT A FEW WAYS IN WHICH BANNER PROMOTES, PROTECTS OR IMPROVES COMMUNITY HEALTH AND SAFETY: - ECONOMIC AND LEADERSHIP DEVELOPMENT BANNER EQUIPS ITS LEADERS TO SERVE AND SUPPORT THE COMMUNITIES IT SERVES AND SUPPORTS THE DEVELOPMENT OF THESE SAME COMMUNITIES. IN AN EFFORT TO PROVIDE LEADERSHIP, ANALYZE COMMUNITY NEEDS AND SUPPORT BUSINESS EXPANSION BH IS A MEMBER AND/OR EVENT SPONSOR FOR: - ALASKA STATE CHAMBER OF COMMERCE - ARIZONA CHAMBER OF COMMERCE - BANNER FEDERAL CREDIT UNION - CITY OF LOVELAND - DOWNTOWN ASSOCIATION FAIRBANKS - FAIRBANKS CONVENTION AND VISITOR BUREAU - FCP BOARD OF DIRECTORS - GOLDEN HEART ROTARY - GREATER FAIRBANKS CHAMBER OF COMMERCE - GREATER PHOENIX ECONOMIC COUNCIL - HONORARY COMMANDER - LEADERSHIP WEST - LOVELAND ROTARY - ROTARY CLUB OF FAIRBANKS - ROTARY DISTRICT 5010 - WORLAND CHAMBER OF COMMERCE
- COMMUNITY SUPPORT AND COALITION BUILDING   BANNER'S SUPPORTS AND PARTNERS WITH NUMEROUS COMMUNITY AGENCIES IN SUPPORT OF COMMUNITY INITIATIVES. BH IS ALSO REPRESENTED AT VARIOUS EVENTS AND COALITIONS DESIGNED TO ENHANCE COMMUNITY HEALTH. BANNER SUPPORTED TEEN HEALTH EDUCATION AND SAFETY THROUGH DONATIONS TO CLUB AND TEAM EVENTS, EXPANDED APPRECIATION OF THE ARTS AND INCREASED CULTURAL AND ENVIRONMENTAL AWARENESS FOR LOCAL RESIDENTS BY SUPPORT TO: EXAMPLES OF THESE PARTNERSHIPS INCLUDE: - 4-H - ADOPT-A-FAMILY - AGWH, INC. - ALASKA GOLDPANNERS - ALASKA ICE BREAKERS - ALASKA INTERNATIONAL SENIOR GAMES - ALASKA NORTH STAR 16U FAST PITCH SOFTBALL - ALASKA PEACE OFFICERS ASSOCIATION - ALASKA SHRINERS - ALASKA TRAP CLUB SUMMER LEAGUE - ALPINE LODGE - ARCTIC LIONS HOCKEY ASSOCIATION - ARCTIC WINTER GAMES TEAM ALASKA VOLLEYBALL - ARMED SERVICES YMCA OF ALASKA - AUSA, ARMY - BCDC GALA - BEN EIELSON HIGH SCHOOL - BIG BROTHERS BIG SISTERS OF ALASKA - BLOOD BANK OF ALASKA - BOY SCOUTS OF AMERICA - BOYS & GIRLS CLUB LARIMER COUNTY - BOYS AND GIRLS HOME BOARD - CATHOLIC SCHOOLS OF FAIRBANKS - COMPANIONS, INC. - ENDURANCE NORTH, INC. - ENGAGING LOVELAND - EQUINOX MARATHON - FAEYC - FAIRBANKS AMATURE HOCKEY ASSOCIATION - FAIRBANKS AMERICAN LEGION BASEBALL - FAIRBANKS ARCTIC WINTER GAMES - FAIRBANKS ARTS ASSOCIATION - FAIRBANKS COMMUNITY FOOD BANK - FAIRBANKS CROSS COUNTRY FXC - FAIRBANKS CURLING CLUB - FAIRBANKS CYCLE CLUB - FAIRBANKS DAILY NEWS - FAIRBANKS DRAMA ASSOCIATION - FAIRBANKS HOMESCHOOL - FAIRBANKS NORTH STAR BOROUGH SCHOOL DISTRICT - FAIRBANKS OPERA - FAIRBANKS RESCUE MISSION - FAIRBANKS SUMMER ARTS FESTIVAL - FAIRBANKS VOLLEYBALL ASSOCIATION - FAIRBANKS WOMEN'S BASKETBALL ASSOCIATION - FAIRBANKS WOMEN'S HOCKEY ASSOCIATION - FAIRBANKS YOUTH ORCHESTRA - FAIRBANKS ROLLERGIRLS - FARTHEST NORTH GIRL SCOUT COUNCIL - FESTIVAL FAIRBANKS - FIDDLE FEST - FNSB ECDC - FOOTBALL BOOSTER CLUB - FRATERNAL ORDER OF ALASKA STATE TROOPERS - FYSA - GOLDEN HEART GYMNASTICS - GOLDEN HEART SOFTBALL ASSOCIATION - GRAND ASSEMBLY OF ALASKA, INTERNATIONAL ORDER OF RAINBOW - GUYS READ GALS READ UNITED - GYMNASTICS, INC. - HOUSE OF NEIGHBORLY SERVICES - HUTCHISON HIGH SCHOOL - IMAGINATION LIBRARY CHAMPIONS FOR CHILDREN DINNER - JUNIOR NATIONALS 2013 FAIRBANKS CROSS COUNTRY SKI - KLONDIKE ROAD RELAY ED TEAM - KUAC - LARIMAR HUMANE - HIGH PARK FIRE - LATHROP HIGH SCHOOL - LIONS CLUB - LITERACY COUNCIL OF ALASKA - LOVELAND COMMUNITY KITCHEN - MIDNIGHT SUN INTERTRIBAL POWWOW - MIDNIGHT SUN SWIM TEAM - MONROE CATHOLIC HIGH SCHOOL - NAMI OF FAIRBANKS - NORTH COLORADO WOMEN OF DISTINCTION - NORTH POLE HIGH SCHOOL - NORTH STAR IMAGINATION LIBRARY - NORTHERN ALASKA HOCKEY ASSOCIATION - PARADE OF LIGHTS - RECRUIT COMBINE YOUTH BASKETBALL AND EDUCATION - ROTARY DISTRICT 5010 - SHEILA BRATTEN PRODUCTIONS - SOROPOTOMIST GARDEN - ST. MARY'S FOOD BANK - STINGRAY SWIM TEAM - TALK ABOUT INC. - TANANA CHIEFS CONFERENCE - TANANA DISTRICT 4-H - TOUR DE CURE - TRADEMARK - TREE OF LIGHTS - UNITED WAY - UNIVERSITY OF ALASKA ATHLETICS - UNIVERSITY OF ALASKA MUSEUM OF THE NORTH - UNIVERSITY OF ALASKA SCHOOL OF MANAGEMENT INNOVATION COMPETITION - UNIVERSITY OF ALASKA TECH FEST - VISIONS MEETING & EVENT MANAGEMENT INTERNATIONAL CONGRESS - WEST VALLEY HIGH SCHOOL - WORLD ESKIMO INDIAN OLYMPICS - YOUNG NATIVE FIDDLERS - YUKON QUEST - COMMUNITY BUILDING HEALTH IMPROVEMENT BANNER BELIEVES THAT A CORPORATE STEWARD MUST ADVOCATE ON BEHALF OF ITS CONSTITUENTS AND IN 2012, BH COMMITTED $177,707 TO THIS END. EXAMPLES OF THESE ADVOCACY EFFORTS INCLUDE: - INTERIOR REGION EMS COUNCIL - ALASKA SAFETY ADVISORY COUNCIL - WORK ENHANCEMENT BH ACTIVELY RECRUITED PHYSICIANS TO SERVE IN FEDERAL MEDICALLY UNDERSERVED AREAS. IN 2012, APPROXIMATELY $2,830,000 WAS INVESTED TO ENHANCE COMMUNITY WORKFORCE. - DISASTER PREPAREDNESS IN 2012, BH PROVIDED DISASTER TRAINING AND EDUCATION VALUED AT APPROXIMATELY $89,000 COMMUNITY RESIDENTS AND FIRST RESPONDERS. THESE ACTIVITIES INCLUDED EVACUATION AND DECONTAMINATION TRAINING, BOMB THREATS, EMERGENCY DISASTER DRILLS, NATURAL DISASTER PLANNING, EMERGENCY MANAGEMENT INCIDENT COMMAND, AND MASS CASUALTY EXERCISES - ALL AIMED AT IMPROVING SAFETY AWARENESS FOR RESIDENTS. - PAUL L. SINGER AWARDS THESE AWARDS RECOGNIZE BH ARIZONA EMPLOYEES FOR COMMUNITY SERVICE. FULL TIME EMPLOYEES MUST HAVE MADE A SIGNIFICANT CONTRIBUTION TO THE CAUSES OR ORGANIZATIONS THEY SUPPORT; BE INVOLVED IN UNPAID COMMUNITY SERVICE THAT IS NOT A JOB REQUIREMENT AND BE ENGAGED IN THE COMMUNITY SERVICE ACTIVITY FOR AT LEAST ONE YEAR. IN 2012, 120 EMPLOYEES WERE HONORED WITH FOUR PERSONS SELECTED AS PAUL SINGER AWARD RECIPIENTS. DONATIONS ON BEHALF OF THE SINGER AWARD RECIPIENTS ARE GIVEN TO LOCAL CHARITIES. - HOLIDAY HELPER WORKING AS TEAMS, BH DEPARTMENTS POOLED RESOURCES TO PROVIDE FOOD, CLOTHING AND GIFTS FOR NEEDY FAMILIES AND CHILDREN DURING THE HOLIDAY SEASON. - CLOTHING AND FOOD DRIVES EMPLOYEES AROUND THE SYSTEM UNITE TO ASSIST THOSE IN THE COMMUNITY LESS FORTUNATE THAN THEMSELVES. OF PARTICULAR NOTE ARE THE ANNUAL COAT DRIVE HELD AT BANNER LASSEN MEDICAL CENTER AND FOOD DRIVE TO SUPPORT THE CHURCHILL COUNTY SOCIAL SERVICES COORDINATED BY BANNER CHURCHILL COMMUNITY HOSPITAL. - UNITED BLOOD SERVICES BH PARTNERED WITH UBS TO PROVIDE COMMUNITY BLOOD DRIVES TO SUPPORT LOCAL BLOOD SHORTAGES. EMPLOYEES COORDINATED THE DRIVES AND MANAGED DONATION SITES DURING WORK HOURS. IN 2012, OVER 1,400 HOURS WERE DONATED TO THIS ENDEAVOR. - SPACE USAGE BH FACILITIES PROVIDED MEETING ROOM, ELECTRONIC TELECONFERENCE TECHNOLOGY AND OTHER SPACE FOR VARIOUS COMMUNITY GROUPS. WITHOUT THESE GENEROUS IN-KIND DONATIONS, THESE ORGANIZATIONS WOULD BE REQUIRED TO EXPEND FUNDS, FUNDS NEEDED IN SUPPORT OF THEIR MISSIONS FOR SPACE RENTAL. - MARC CENTER AND CENTERS FOR HABILITATION BANNER HEALTH HAS TEAMED UP WITH TWO OTHER NON PROFITS TO PROVIDE TRAINING FOR PEOPLE WITH DISABILITIES. IN 2012, BANNER CONTINUED TO PARTNER WITH THE MARC CENTER OF MESA AND THE CENTERS FOR HABILITATION IN OPERATION OF THE BLUE RIBBON BISTRO AT BANNER CORPORATE MESA TO OFFER FOOD-SERVICE JOBS AND TRAINING TO PEOPLE WITH DISABILITIES.
DESCRIPTION OF RELATIONSHIPS FORM 990, PART VI, LINE 2 LARRY LAZARUS AND QUENTIN SMITH HAVE A BUSINESS RELATIONSHIP.
DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 FORM 990, PART VI, LINE 11 BANNER HEALTH'S SENIOR VICE PRESIDENT & CHIEF FINANCIAL OFFICER IS RESPONSIBLE FOR OVERSEEING THE PROCESSES FOR PREPARING THE FORM 990. THE BANNER HEALTH FINANCE DEPARTMENT TAKES THE LEAD ROLE IN THE PROCESS AND IS CHARGED WITH THE DUTY TO COLLECT THE FINANCIAL AND OTHER INFORMATION NEEDED TO COMPLETE THE FORM 990. THIS INCLUDES COORDINATING WITH OTHER BANNER HEALTH DEPARTMENTS, SUCH AS THE LEGAL, PAYROLL, GOVERNMENT RELATIONS, LICENSING, COMMUNITY BENEFIT, COMPENSATION AND BENEFITS, ACCOUNTS PAYABLE, RISK MANAGEMENT, CERTIFICATION, CREDENTIALING, FINANCIAL SERVICES AND TREASURY DEPARTMENTS IN ORDER TO ENSURE THAT THE EXPERTISE OF EACH DEPARTMENT IS UTILIZED IN THE INFORMATION-GATHERING PROCESS. ONCE THE INFORMATION IS GATHERED, IT IS ORGANIZED AND ASSEMBLED INTO AN ORGANIZER THAT WILL BE USED BY AN OUTSIDE ACCOUNTING FIRM TO PREPARE THE FORM 990. BANNER HEALTH HAS AUDITED FINANCIAL STATEMENTS PREPARED ANNUALLY BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM AND USES THIS SAME FIRM TO PREPARE ITS FORM 990 BECAUSE OF ITS EXPERTISE IN NON-PROFIT HOSPITAL SYSTEMS AND ITS SPECIFIC KNOWLEDGE OF BANNER HEALTH'S OPERATIONS AND RETURN COMPLEXITY. THE BANNER HEALTH FINANCE DEPARTMENT ALSO EMPLOYS AN INTERNAL STAFF OF TAX SPECIALISTS. THESE TAX SPECIALISTS ACT AS LIAISONS BETWEEN THE ACCOUNTING FIRM AND BANNER HEALTH'S SENIOR MANAGEMENT DURING THIS STAGE OF THE PROCESS. DURING THIS STAGE, THE TAX PREPARER REVIEWS THE INFORMATION AND WORKS WITH BANNER HEALTH'S INTERNAL TAX STAFF TO ANSWER QUESTIONS, GATHER ADDITIONAL INFORMATION AND ADDRESS ISSUES THAT MAY ARISE. ONCE THE INFORMATION-GATHERING PROCESS IS COMPLETE, A FIRST DRAFT OF THE FORM 990 IS PREPARED AND READIED FOR REVIEW. THE REVIEW PROCESS BEGINS WITH AN INITIAL REVIEW DONE BY A COMMITTEE CONSISTING OF BANNER HEALTH'S CHIEF FINANCIAL OFFICER, GENERAL COUNSEL, AND OTHER MANAGEMENT MEMBERS FROM THE FINANCE AND FINANCIAL SERVICES DEPARTMENTS AND REPRESENTATIVES FROM THE OUTSIDE TAX PREPARER'S FIRM. A LINE-BY-LINE REVIEW OF THE FORM 990 IS DONE BY THIS COMMITTEE. DURING THIS REVIEW, A LIST OF QUESTIONS, ISSUES AND ADDITIONAL TASKS IS COMPILED. THIS LIST IS THEN DISSEMINATED TO THE APPROPRIATE BANNER HEALTH DEPARTMENTS FOR FURTHER ACTION. ONCE ALL QUESTIONS, ISSUES AND TASKS HAVE BEEN COMPLETED, A SECOND REVIEW BY THE COMMITTEE IS DONE. AGAIN, IF APPLICABLE, A LIST OF QUESTIONS, ISSUES AND ADDITIONAL TASKS IS COMPILED. THIS LIST IS THEN DISSEMINATED TO THE APPROPRIATE BANNER HEALTH DEPARTMENTS FOR FURTHER ACTION. ONCE THIS SECOND REVIEW PROCESS IS COMPLETED, A FINAL DRAFT OF THE FORM 990 IS PRESENTED TO THE SENIOR VICE PRESIDENT & GENERAL COUNSEL AND SENIOR VICE PRESIDENT & CFO FOR REVIEW AND APPROVAL PRIOR TO SENDING THE FORM 990 TO THE BOARD MEMBERS. CHANGES TO THE FORM 990 ARE MADE IF NECESSARY AND APPROVAL IS GRANTED TO SEND THE FORM 990 TO THE BOARD MEMBERS. EACH MEMBER OF THE BOARD IS THEN SENT THE DRAFT FORM 990 ALONG WITH AN EXECUTIVE SUMMARY OF KEY ITEMS REPORTED IN THE FORM 990. ANY ISSUES ARE ADDRESSED AND RESOLVED AND THE FINAL VERSION OF THE FORM 990 IS SIGNED BY THE SVP FINANCE/CFO OR ANOTHER OFFICER IF REQUIRED TO MEET TIMELY FILING REQUIREMENTS. THE AUDIT COMMITTEE DISCUSSES THE 990 PROCESS AT VARIOUS TIMES DURING THE YEAR TO DETERMINE THAT THE PROCESS IS APPROPRIATE.
DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST FORM 990, PART VI, LINE 12C PURSUANT TO BANNER'S CONFLICT OF INTEREST POLICY, ALL BOARD MEMBERS, OFFICERS AND THE DIRECTOR OF AUDIT SERVICES MUST DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST THAT MAY GIVE RISE TO A CONFLICT OF INTEREST PROMPTLY TO THE BOARD AUDIT COMMITTEE. THE COMMITTEE MUST THEN CONSIDER THE DISCLOSED INTEREST AND EITHER AUTHORIZE THE CONTINUATION OF THE POTENTIAL FINANCIAL INTEREST AND ANY RELATED TRANSACTION WITH APPROPRIATE PROTECTIONS, OR DISAPPROVE OF IT. OTHER BANNER EMPLOYEES MUST GO THROUGH A SIMILAR PROCESS OF DISCLOSURE TO THEIR RESPECTIVE SUPERVISOR AND TO THE DIRECTOR OF AUDIT SERVICES, WHO MAINTAINS OF ALL DISCLOSED FINANCIAL INTERESTS/CONFLICTS. IN ADDITION, ALL BOARD MEMBERS, OFFICERS, VICE PRESIDENTS, AND OTHER SELECTED MEMBERS OF MANAGEMENT, KEY EMPLOYEES AND EMPLOYED PHYSICIANS MUST COMPLETE AN ANNUAL SURVEY THAT IS DISTRIBUTED ELECTRONICALLY UNDER THE SUPERVISION OF THE DIRECTOR OF AUDIT SERVICES. THE SURVEY INCLUDES A QUESTIONNAIRE THAT IS DESIGNED TO IDENTIFY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST, AS WELL AS OTHER TRANSACTIONS AND RELATIONSHIPS REQUIRED TO BE DISCLOSED IN THE FORM 990 AND SCHEDULE L. MEMBERS OF EXECUTIVE MANAGEMENT ARE ALSO REQUIRED TO COMPLETE A QUARTERLY QUESTIONNAIRE MANAGED UNDER THE SUPERVISION OF THE DIRECTOR OF AUDIT SERVICES. THIS QUESTIONNAIRE IS PRIMARILY DESIGNED TO IDENTIFY WEAKNESSES IN INTERNAL CONTROLS OR ACCOUNTING, BUT ALSO REQUIRES DISCLOSURE OF ANY KNOWLEDGE BY THE RESPONDING MANAGER OF ANY VIOLATIONS OF BANNER'S CONFLICT OF INTEREST POLICY. THE DIRECTOR OF AUDIT SERVICES COMPILES A SUMMARY OF THE CONFLICT OF INTEREST DISCLOSURES OBTAINED THROUGH THE ANNUAL SURVEY PROCESS INVOLVING BOARD MEMBERS OR OFFICERS. THIS SUMMARY IS REVIEWED WITH BANNER'S GENERAL COUNSEL TO DETERMINE THE APPROPRIATE ACTION TO BE TAKEN UNDER CONFLICT OF INTEREST POLICY. IN ADDITION, THE DIRECTOR REVIEWS THE SUMMARY ANNUALLY WITH THE BOARD AUDIT COMMITTEE IN ORDER TO ENSURE THAT ALL DISCLOSED ACTUAL OR POTENTIAL CONFLICTS HAVE BEEN REVIEWED AND PROCESSED APPROPRIATELY UNDER THE CONFLICT OF INTEREST POLICY.
PROCESS FOR DETERMINING COMPENSATION OF CEO AND OTHER EXECUTIVES FORM 990, PART VI, LINES 15A AND 15B BANNER HEALTH UTILIZES A COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT DIRECTORS THAT EXERCISES OVERSIGHT OVER ALL ASPECTS OF THE COMPENSATION PAID TO OR FOR THE BENEFIT OF THE CEO AND ALL OTHER SENIOR EXECUTIVES OF BANNER HEALTH AND ANY OF ITS AFFILIATES AND ALL OTHER PERSONS WHO CONSTITUTE "DISQUALIFIED PERSONS" WITH RESPECT TO BANNER HEALTH UNDER CODE SECTION 4958. THE COMMITTEE: - ASSESSES ANNUALLY THE PERFORMANCE OF THE CEO - RECOMMENDS TO THE BOARD APPROPRIATE COMPENSATION FOR THE CEO - REVIEWS AND DETERMINES THE EXECUTIVE TOTAL COMPENSATION PHILOSOPHY OF BANNER HEALTH - ESTABLISHES THE PERMISSIBLE RANGES OF COMPENSATION FOR SENIOR EXECUTIVES AND DISQUALIFIED PERSONS - REVIEWS AND APPROVES THE DESIGN OF THE COMPONENTS OF COMPENSATION FOR SENIOR EXECUTIVES AND ANY OTHER DISQUALIFIED PERSONS AND MONITORS COMPLIANCE OF BANNER HEALTH WITH THE PHILOSOPHY AND DESIGN COMPONENTS OF EXECUTIVE COMPENSATION - RECEIVES THE CEO'S REPORT CONCERNING THE OVERALL PERFORMANCE AND DEVELOPMENT ASSESSMENT OF THE SENIOR EXECUTIVES - ACTS FOR THE BOARD IN THE ENGAGEMENT AND DIRECT OVERSIGHT OF EXTERNAL INDEPENDENT COMPENSATION CONSULTANTS ENGAGED TO PROVIDE ADVICE AND INFORMATION WITH RESPECT TO THE REASONABLENESS AND COMPETITIVENESS OF THE COMPENSATION PAID TO THE CEO, SENIOR EXECUTIVES AND ANY OTHER DISQUALIFIED PERSONS, WHICH CONSULTANT REPORTS DIRECTLY TO THE COMMITTEE IN ADDITION, THE COMMITTEE HAS ADOPTED THE FOLLOWING BEST PRACTICES WITH RESPECT TO ITS EXECUTIVE COMPENSATION OVERSIGHT FUNCTION: - REVIEWS ALL INCENTIVE PLANS, BENEFIT PLANS AND PROGRAMS THAT APPLY TO EMPLOYEES AND PHYSICIANS - APPROVES THE CEO'S RECOMMENDATIONS AS TO THE COMPENSATION OF SENIOR EXECUTIVES - USES TALLY SHEETS SUMMARIZING ALL COMPONENTS OF THE CEO'S AND SENIOR EXECUTIVES' COMPENSATION, INCLUDING A THREE-YEAR EARNINGS HISTORY AND THE COST OF ALL COMPENSATION (INCLUDING SPECIFICALLY DEFERRED COMPENSATION) AT THE TIME THAT ANY ACTION IS TAKEN WITH RESPECT TO THE CEO'S OR SENIOR EXECUTIVES' COMPENSATION IN ORDER TO ENSURE THAT THE COMMITTEE IS FULLY INFORMED OF THE COMPLETE COMPENSATION PACKAGE BEFORE TAKING ANY SUCH ACTION - REVIEWS THE ANNUAL FORM 990 DISCLOSURES RELATING TO EXECUTIVE COMPENSATION TO ENSURE THE DISCLOSURES ACCURATELY RECONCILE TO THE COMPENSATION PACKAGES APPROVED BY THE COMMITTEE. AS STATED, THE COMPENSATION COMMITTEE RETAINS AN EXTERNAL INDEPENDENT COMPENSATION CONSULTING FIRM TO ASSIST THE COMMITTEE. IN 2011 THE COMMITTEE ENGAGED A NATIONALLY RECOGNIZED COMPENSATION CONSULTING FIRM WITH SUBSTANTIAL HEALTHCARE EXPERIENCE. THIS FIRM REVIEWED AND OPINED AS TO THE REASONABLENESS OF THE TOTAL COMPENSATION PACKAGE OF THE PRESIDENT/CEO, SENIOR EXECUTIVE MANAGEMENT, AND OTHER EXECUTIVE MANAGEMENT IDENTIFIED BY THE COMMITTEE AS POTENTIAL DISQUALIFIED PERSONS. THE COMMITTEE PERIODICALLY REVIEWS THE RELATIONSHIP BETWEEN BANNER HEALTH AND EACH CONSULTANT TO ENSURE THE CONSULTANT'S INDEPENDENCE. IN CONNECTION WITH EACH SUCH EVALUATION, THE COMMITTEE REQUESTS A WRITTEN CERTIFICATION FROM EACH CONSULTANT THAT: - INCLUDES AN INDEPENDENCE ATTESTATION AFFIRMING THAT THE CONSULTANT HAS CONDUCTED ITS OWN INTERNAL ASSESSMENT AND, BASED ON SUCH ASSESSMENT AND ITS INTERNAL CONTROLS, CONCLUDED THAT IT HAS PERFORMED ITS SERVICES FOR THE COMMITTEE IN AN INDEPENDENT MANNER AND IS INDEPENDENT AS DEFINED IN THE INTERMEDIATE SANCTION REGULATIONS UNDER CODE SECTION 4958 - CONFIRMS THAT THE CONSULTANT REPORTS TO THE COMMITTEE THROUGH THE CHAIR OF THE COMMITTEE AND THAT ALL CONSULTING ACTIVITY FOR BANNER HEALTH CONDUCTED BY SUCH CONSULTANT DURING THE PRECEDING YEAR WAS CONDUCTED WITH THE KNOWLEDGE AND CONSENT OF THE CHAIR OF THE COMMITTEE - DETAILS THE AMOUNTS PAID BY BANNER HEALTH TO THE CONSULTANT IN ITS CAPACITY AS AN EXTERNAL COMPENSATION CONSULTANT TO THE COMMITTEE, AND THE AMOUNTS PAID BY BANNER HEALTH, IF ANY, TO THE CONSULTANT AND ITS AFFILIATES FOR ANY OTHER ENGAGEMENTS. WITH THE ASSISTANCE OF THE INDEPENDENT COMPENSATION CONSULTANT, THE COMPENSATION COMMITTEE ANNUALLY REVIEWS THE PERFORMANCE OF THE PRESIDENT/CEO, AND RECOMMENDS ADJUSTMENTS TO HIS BASE SALARY AS DEEMED APPROPRIATE BASED UPON THE REVIEW, SUBJECT TO CONFIRMATION FROM THE CONSULTANT (WHO ATTENDS SUCH MEETING) THAT THE RECOMMENDATION IS APPROPRIATE AND WILL NOT RESULT IN THE OVERALL COMPENSATION OF THE PRESIDENT/CEO BECOMING UNREASONABLE. THE RECOMMENDATION IS THEN PRESENTED TO THE FULL BOARD OF DIRECTORS, WHICH THEN VOTES UPON THE RECOMMENDATION (WITH THE PRESIDENT/CEO ABSENT FROM THIS PORTION OF THE MEETING). IN ORDER TO ENSURE THAT THE COMPENSATION DECISION IS SUBJECT TO THE ACTION OF INDEPENDENT DIRECTORS, THE BOARD MAY NOT APPROVE A SALARY ACTION DIFFERENT FROM THAT RECOMMENDED BY THE COMPENSATION COMMITTEE WITHOUT THE CONCURRENCE OF THE COMMITTEE. THE PRESIDENT/CEO ESTABLISHES THE BASE SALARY OF THE EXECUTIVES WHO DIRECTLY REPORT TO HIM, AND THOSE EXECUTIVES IN TURN ESTABLISH THE BASE SALARY OF THOSE INDIVIDUALS WHO REPORT TO THEM. ALL BASE SALARIES ARE, HOWEVER, BASED UPON RANGES FOR THE POSITIONS ESTABLISHED BY THE BANNER COMPENSATION AND BENEFITS DEPARTMENT. THESE RANGES ARE ESTABLISHED IN ACCORDANCE WITH AN EXECUTIVE COMPENSATION PHILOSOPHY THAT IS ESTABLISHED, AND PERIODICALLY REVIEWED, BY THE COMPENSATION COMMITTEE. IN ADDITION, EXECUTIVES AND THOSE WHO REPORT TO THEM MAY NOT RECEIVE ANNUAL INCREASES GREATER THAN THOSE ESTABLISHED THROUGH THE PERFORMANCE MANAGEMENT SYSTEM AND WITHIN OVERALL BUDGET TARGETS, WHICH ARE APPLICABLE TO ALL EXEMPT EMPLOYEES THROUGHOUT BANNER. PERIODIC EQUITY ADJUSTMENTS MAY BE MADE UPON APPROVAL OF THE COMPENSATION AND BENEFITS DEPARTMENT BASED UPON SPECIFIC MARKET DATA. THE COMPENSATION COMMITTEE RECEIVES AN ANNUAL REPORT FROM THE COMPENSATION AND BENEFITS DEPARTMENT SHOWING THAT BASE SALARIES ARE BEING MAINTAINED CONSISTENT WITH THE EXECUTIVE COMPENSATION PHILOSOPHY APPROVED BY THE COMMITTEE. AS STATED IN THE RESPONSE TO SCHEDULE J, PART I, LINE 7, THE SIGNIFICANT NON-FIXED COMPONENTS OF THE COMPENSATION OF THE PRESIDENT/CEO AND OTHER SENIOR MANAGEMENT ARE ESTABLISHED AND MONITORED BY THE COMPENSATION COMMITTEE WITH THE ASSISTANCE OF THE INDEPENDENT COMPENSATION CONSULTANT AND ARE INCLUDED IN THE ANNUAL REASONABLENESS OPINION RENDERED BY THE INDEPENDENT COMPENSATION CONSULTANT. CONTEMPORANEOUS MINUTES ARE KEPT OF ALL MEETINGS OF THE COMPENSATION COMMITTEE AND OF THE ACTIONS OF THE BOARD OF DIRECTORS IN APPROVING THE COMPENSATION OF PRESIDENT/CEO AND REVIEWING AND MONITORING THE COMPENSATION FOR ALL OTHER SENIOR EXECUTIVES AND TOP MANAGEMENT.
AVAILABILITY OF CERTAIN DOCUMENTS TO THE GENERAL PUBLIC FORM 990, PART VI, LINE 19 THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND TAX RETURNS ARE AVAILABLE UPON REQUEST. COPIES ARE MAINTAINED AT EACH ADMINISTRATIVE OFFICE AND IN THE LEGAL AND TAX DEPARTMENTS. THE ORGANIZATION'S GOVERNING DOCUMENTS ARE NOT REQUIRED TO BE MADE AVAILABLE TO THE PUBLIC AND THEREFORE THEY ARE NOT MADE PUBLIC. DESCRIPTION OF COMPENSATION OF THE FIVE HIGHEST PAID INDEPENDENT CONTRACTORS. FORM 990, PART VII, SECTION B AMOUNTS INCLUDE ALL PAYMENTS MADE TO THE INDEPENDENT CONTRACTORS AND MAY INCLUDE GOODS/MATERIALS BECAUSE BREAKDOWN WAS NOT AVAILABLE.
OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 9 $ (81,665,696) INTERCOMPANY TRANSFERS 1,516,518 DISTRIBUTIONS TO MINORITY EQUITY 36,788,958 RESTRICTED CONTRIBUTIONS 15,930,048 EQUITY TRANSFERS ON MERGERS 8,157,717 OTHER ------------- $ (19,272,455) TOTAL OTHER CHANGES IN NET ASSETS =============
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2012

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
BANNER HEALTH
 
Employer identification number

45-0233470
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" to Form 990, Part IV, line 33.)
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) MOUNTAIN VISTA ORTHOPAEDIC SURG CTR LLC
5890 W 13TH STREET SUITE 102
GREELEY,CO80634
71-0936920 		OP SURG CTR CO 2,620,294 1,198,993 BANNER HLTH
 
(2) LABORATORY SCIENCES OF ARIZONA LLC
1441 N 12TH STREET
PHOENIX,AZ85006
86-0833952 		LABORATORY AZ 77,021,999 5,582,261 BANNER HLTH
 
(3) HORIZON LABORATORY LLC
2555 E 13TH STREET
GREELEY,CO80538
90-0471017 		LABORATORY CO 8,043,618 1,159,467 BANNER HLTH
 
(4) MCKEE MEDICAL HOLDINGS LLC
1801 16TH STREET
GREELEY,CO80631
90-0078450 		HOLDING CO CO 179,217 1,165,955 BANNER HLTH
 
(5) ARIZONA MEDICAL PARTNERS LLC
1441 N 12TH STREET
PHOENIX,AZ85006
45-0233470 		INACTIVE AZ 0 0 BANNER HLTH
 
(6) BANNER MEDICAL GROUP - GREELEY LLC
222 JOHNSTOWN CENTER DRIVE
JOHNSTOWN,CO80534
90-0356235 		MEDICAL SVCS CO 4,517,948 0 BANNER HLTH
 
(7) BANNER SURGERY CENTERS LLC
2800 N 44TH STREET STE 700
PHOENIX,AZ85008
86-0788300 		SURGERY CTR AZ 2,116 595,949 BANNER HLTH
 
(8) LOVELAND MEDICAL ENTERPRISES LLC
2000 N BOISE AVENUE
LOVELAND,CO80631
47-0909771 		MOB CO 963,219 18,672,302 BANNER HLTH
 
Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) BANNER ALZHEIMER'S FOUNDATION

1441 N 12TH STREET

PHOENIX,AZ85006
20-4862361 		SUPPORT AZ 501(C)(3) 7 BANNER HLTH
 
Yes
 
(2) BANNER HEALTH FOUNDATION

1441 N 12TH STREET

PHOENIX,AZ85006
94-2545356 		SUPPORT AZ 501(C)(3) 7 BANNER HLTH
 
Yes
 
(3) GOOD SAMARITAN COMMUNITY FOUNDATION

1441 N 12TH STREET

PHOENIX,AZ85006
86-6306490 		SUPPORT AZ 501(C)(3) 509(a)(3) BANNER HLTH
 
Yes
 
(4) BANNER RESEARCH INSTITUTE

13950 W MEEKER BLVD

SUN CITY WEST,AZ85375
86-0768795 		MEDICAL RES. AZ 501(C)(3) 4 BANNER HLTH
 
Yes
 
(5) BANNER MEDICAL GROUP

1441 N 12TH STREET

PHOENIX,AZ85006
90-0532830 		MEDICAL SVCS AZ 501(C)(3) 3 BANNER HLTH
 
Yes
 
(6) BANNER MEDICAL GROUP COLORADO

1441 N 12TH STREET

PHOENIX,AZ85006
90-0532831 		MEDICAL SVCS AZ 501(C)(3) 3 BANNER HLTH
 
Yes
 
(7) ALZHEIMER RESEARCH FORUM FOUNDATION

11 KEEWAYDIN DRIVE SUITE 100

SALEM,NH03079
04-3382717 		SUPPORT DE 501(C)(3) PF BANNER HLTH
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) BANNER THUNDERBIRD SURGICENTER LP

5555 W THUNDERBIRD RD
GLENDALE,AZ85306
20-1305876 		OP SURGERY CTR DE BANNER SURGERY
  		RELATED 335,536 1,562,599   No 0 Yes   95.800 %
(2) BANNER CANYON SPRINGS SURGERY CENTER LP

2940 E GATEWAY DRIVE SUITE 100
GILBERT,AZ85234
90-0293485 		OP SURGERY CTR DE BANNER SURGERY
  		RELATED -775,493 2,595,827   No 0 Yes   69.200 %
(3) LOVELAND SURGICAL ENTERPRISES LLC

2555 EAST 13TH STREET
LOVELAND,CO80537
14-1885420 		MED OFFICE BLDG CO MCKEE MED HLDG
  		RELATED 539,912 2,394,631   No 0 Yes   61.000 %
(4) BANNER BAYWOOD PAIN CENTER LP

6424 EAST BROADWAY ROAD SUITE 102
MESA,AZ85206
90-0340007 		OP SURGERY CTR DE BANNER SURGERY
  		RELATED -283,524 77,151   No 0 Yes   51.000 %
(5) SONORA QUEST LABORATORIES LLC

1255 WEST WASHINGTON
TEMPE,AZ85281
86-0872873 		LABORATORY AZ LAB SCI OF AZ
  		RELATED       No 16,187,019 Yes   51.000 %
(6) BANNER ESTRELLA SURGERY CENTER LP

9301 WEST THOMAS ROAD
PHOENIX,AZ85037
20-0226688 		OP SURGERY CTR DE BANNER SURGERY
  		RELATED -685,154 1,711,326   No 0 Yes   93.900 %
(7) BANNER DESERT SURGERY CENTER LP

1500 SOUTH DOBSON ROAD SUITE 101
MESA,AZ85202
72-1561346 		OP SURGERY CTR AZ BANNER SURGERY
  		RELATED 572,489 1,696,621   No 0 Yes   63.500 %
(8) UNION HILLS SURGERY CENTER LP

18301 N 79TH AVE STE E150
GLENDALE,AZ853086045
75-2904504 		OP SURGERY CTR DE BANNER SURGERY
  		RELATED -448,248 1,928,508   No 0 Yes   79.130 %
(9) SURGICENTER OF AMERICA LP

1040 NORTH E MCDOWELL ROAD
PHOENIX,AZ85006
75-2528938 		OP SURGERY CTR AZ BANNER SURGERY
  		RELATED 456,227 1,664,893   No 0 Yes   70.350 %
(10) PYRAMIS MARKET NEUTRAL LLC

SMITHFIELD
SMITHFIELD,RI02917
02-0600332 		INVESTMENT DE BANNER HEALTH
  		EXCLUDED -18,853 0 Yes   0   No 0 %
(11) PARTNERS IN INTEGRATED HEALTH LLC

PHOENIX
PHOENIX,AZ85006
61-1700965 		HEALTHCARE AZ BANNER HEALTH
  		RELATED 0 0   No 0 Yes   81.250 %
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) BANNER ARIZONA MEDICAL CLINIC LTD

13760 N 93RD AVENUE
PEORIA,AZ85381
86-0277198 		MEDICAL SERVICES AZ BANNER HEALTH
  		C-CORP 21,723,905 0 100.000 % Yes  
(2) BANNER PLAN ADMINISTRATION INC

525 W BROWN 7TH FL
MESA,AZ85201
86-0800246 		3RD PARTY ADM AZ BANNER HEALTH
  		C-CORP 20 52,137 100.000 % Yes  
(3) BIG THOMPSON MEDICAL GROUP INC

1627 E 18TH ST
LOVELAND,CO80538
84-1287602 		MEDICAL SERVICES CO BANNER HEALTH
  		C-CORP 2,254,671 0 100.000 % Yes  
(4) MEDISUN INC (FKA BANNER MEDISUN INC)

1441 N 12TH ST
PHOENIX,AZ85006
86-0522728 		PSO-INSURANCE AZ BANNER HEALTH
  		C-CORP 238,941,166 32,983,520 50.000 % Yes  
(5) BANNER HEALTH TANANA VALLEY MEDICAL-SUR

1001 NOBLE STREET
FAIRBANKS,AK99701
92-0049930 		MEDICAL SERVICES AK BANNER HEALTH
  		C-CORP 29,413,610 3,218,005 100.000 % Yes  
(6) BANNER INDEMNITY LTD (FKA SIFL)

PO BOX 1085
GRAND CAYMAN BWI    
CJ
45-0233470 		INVESTMENTS CJ BANNER HEALTH
  		FOREIGN CORP. -436,114 191,424,728 100.000 % Yes  
(7) BANNER HEALTH NETWORK

1441 N 12TH STREET
PHOENIX,AZ85006
90-0750689 		ACCOUNTABLE CARE AZ BANNER HEALTH
  		C-CORP 108,863,260 35,406,859 62.500 % Yes  
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) BIG THOMPSON MEDICAL GROUP INC

 A 337,556 FMV
(2) BANNER MEDICAL GROUP

 A 2,180,428 FMV
(3) SONORA QUEST LABORATORIES LLC

 A 93,870 FMV
(4) BANNER THUNDERBIRD SURGICENTER LP

 A 627,120 FMV
(5) BANNER ALZHEIMER'S FOUNDATION

 C 1,838,382 FMV
(6) BANNER HEALTH FOUNDATION

 C 3,509,770 FMV
(7) SURGICENTER OF AMERICA LP

 D 80,551 FMV
(8) BANNER DESERT SURGERY CENTER L P

 D 1,085,059 FMV
(9) BANNER MEDISUN INC

 P 5,103,847 FMV
(10) SONORA QUEST LABORATORIES LLC

 P 1,198,995 FMV
(11) BANNER ALZHEIMER'S FOUNDATION

 P 221,243 FMV
(12) BANNER DESERT SURGERY CENTER L P

 P 79,327 FMV
(13) BANNER THUNDERBIRD SURGICENTER LP

 P 194,016 FMV
(14) BANNER HEALTH FOUNDATION

 P 156,951 FMV
(15) BANNER BAYWOOD PAIN CENTER LP

 Q 163,235 FMV
(16) BANNER ESTRELLA SURGERY CENTER L P

 Q 502,327 FMV
(17) UNION HILLS SURGERY CENTER L P

 Q 428,882 FMV
(18) BANNER CANYON SPRINGS SURGERY CENTER LP

 Q 583,293 FMV
(19) LOVELAND SURGICAL ENTERPRISES LLC

 Q 1,535,661 FMV
(20) BIG THOMPSON MEDICAL GROUP INC

 Q 5,150,312 FMV
(21) TANANA VALLEY MEDICAL-SURGICAL GROUP INC

 Q 2,937,043 FMV
(22) BANNER HEALTH NETWORK

 Q 15,434,889 FMV
(23) BANNER RESEARCH INSTITUTE

 Q 3,754,145 FMV
(24) BANNER ARIZONA MEDICAL CLINIC LTD

 Q 1,760,613 FMV
(25) BANNER MEDICAL GROUP

 Q 10,300,800 FMV
(26) BANNER MEDICAL GROUP COLORADO

 Q 1,752,788 FMV
(27) BANNER HEALTH FOUNDATION

 Q 1,456,154 FMV
(28) SURGICENTER OF AMERICA LP

 S 464,343 FMV
(29) LOVELAND SURGICAL ENTERPRISES LLC

 S 433,160 FMV
(30) BANNER DESERT SURGERY CENTER L P

 S 421,875 FMV
(31) BANNER THUNDERBIRD SURGICENTER LP

 S 210,760 FMV
(32) PYRAMIS MARKET NEUTRAL LLC

 S 4,573,125 FMV
(33) SONORA QUEST LABORATORIES LLC

 S 20,400,000 FMV
(34) BANNER DESERT SURGERY CENTER LP

 A 78,710 FMV
(35) BANNER ESTRELLA SURGERY CENTER LP

 L 405,668 FMV
(36) UNION HILLS SURGERY CENTER LP

 L 317,540 FMV
(37) SURGICENTER OF AMERICA LP

 L 698,826 FMV
(38) BANNER CANYON SPRINGS SURGERY CENTER LP

 L 387,252 FMV
(39) LOVELAND SURGICAL ENTERPRISES LLC

 L 353,747 FMV
(40) BANNER HEALTH NETWORK

 L 3,560,205 FMV
(41) BANNER MEDISUN INC

 L 335,314 FMV
(42) BANNER RESEARCH INSTITUTE

 L 840,889 FMV
(43) BANNER MEDICAL GROUP COLORADO

 L 5,448,246 FMV
(44) SONORA QUEST LABORATORIES LLC

 L 1,387,502 FMV
(45) BANNER DESERT SURGERY CENTER LP

 L 808,105 FMV
(46) BANNER THUNDERBIRD SURGICENTER LP

 L 625,277 FMV
(47) TANANA VALLEY MEDICAL-SURGICAL GROUP INC

 M 405,668 FMV
(48) BANNER HEALTH NETWORK

 M 47,993,340 FMV
(49) BANNER MEDISUN INC

 M 63,873,631 FMV
(50) BANNER MEDICAL GROUP

 M 53,492,596 FMV
(51) BANNER MEDICAL GROUP COLORADO

 M 14,839,255 FMV
(52) SONORA QUEST LABORATORIES LLC

 M 12,026,356 FMV
(53) BANNER INDEMNITY LTD

 M 1,719,142 FMV
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under section 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V—UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation

Additional Data


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