Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 01-01-2018 , and ending 12-31-2018
BCheck if applicable:
CName of organization
Banner Health
 
% DAVID BIXBY
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
2901 N CENTRAL AVE Suite 160
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHOENIX, AZ85012
D Employer identification number

45-0233470
E Telephone number

G Gross receipts $ 60,601,718,567
F Name and address of principal officer:
PETER S FINE
2901 N CENTRAL AVE STE 160
PHOENIX,AZ85012
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.BANNERHEALTH.COM
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
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 "MAKING HEALTH CARE EASIER, SO LIFE CAN BE BETTER".
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 13
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 2018 (Part V, line 2a) ...... 5 56,130
6 Total number of volunteers (estimate if necessary) ............. 6 6,622
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 31,070,343
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 19,784,518
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 34,082,605 42,423,429
9 Program service revenue (Part VIII, line 2g) ......... 6,153,869,592 6,495,699,380
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 279,034,594 225,284,300
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 4,239,947 4,026,920
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 6,471,226,738 6,767,434,029
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 35,347,374 18,404,497
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) 2,909,029,558 3,056,680,676
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).... 2,853,864,548 2,965,731,450
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 5,798,241,480 6,040,816,623
19 Revenue less expenses. Subtract line 18 from line 12....... 672,985,258 726,617,406
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 11,219,408,293 10,967,547,022
21 Total liabilities (Part X, line 26)............. 5,383,399,764 5,018,211,572
22 Net assets or fund balances. Subtract line 21 from line 20..... 5,836,008,529 5,949,335,450
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 (2018)
Form 990 (2018)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: BANNER HEALTH'S NONPROFIT MISSION IS "MAKING HEALTH CARE EASIER, SO LIFE CAN BE BETTER".
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 $ 5,355,060,949 including grants of $ 18,404,497 ) (Revenue $ 6,464,629,037 )
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 expensesMediumBullet5,355,060,949
Form 990 (2018)
Form 990 (2018)
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 IIIClick 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
Yes
 
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
Yes
 
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 other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click 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 other assistance to or for foreign individuals? 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
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government 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 or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
 
No
Form 990 (2018)
Form 990 (2018)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
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 25a...............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), 501(c)(4), and 501(c)(29) 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
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? 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
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
3,690
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
 
Form 990 (2018)
Form 990 (2018)
Page 5
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
56,130
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” to line 3b, 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
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring 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
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? If "Yes," see instructions and file Form 4720, Schedule N .....
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
If "Yes," complete Form 4720, Schedule O ................
16
 
No
Form 990 (2018)
Form 990 (2018)
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 or note to any line 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
13
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
CA
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A 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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletDAVID BIXBY2901 N CENTRAL AVE SUITE 160   PHOENIX,AZ85012 (602) 747-4000
Form 990 (2018)
Form 990 (2018)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Peter S Fine......................................................................
PRESIDENT & CEO
40.0
.................
8.0
X   X       6,205,496 0 4,118,132
(2) Christopher Volk......................................................................
Chairman/Director
6.0
.................
0.0
X   X       69,500 0 0
(3) Michael Garnreiter......................................................................
Vice-Chair/Director
6.0
.................
0.0
X   X       56,500 0 0
(4) Susan Bartlett Foote......................................................................
Director (thru 8/31/18)
4.0
.................
0.0
X           24,000 0 0
(5) Ronald J Creasman MD......................................................................
Director
4.0
.................
0.0
X           60,000 0 0
(6) Gilbert Davila......................................................................
Director
4.0
.................
0.0
X           63,000 0 0
(7) William M Dwyer......................................................................
Director (THRU 8/31/18)
4.0
.................
0.0
X           27,000 0 0
(8) Sujata Gosalia......................................................................
Director (as of 9/1/18)
4.0
.................
0.0
X           32,500 0 0
(9) Vickie Keiser......................................................................
Director
4.0
.................
0.0
X           56,500 0 0
(10) David Kikumoto......................................................................
Director
4.0
.................
0.0
X           63,000 0 0
(11) John Koster MD......................................................................
Director
4.0
.................
0.0
X           63,000 0 0
(12) Larry S Lazarus......................................................................
Director
4.0
.................
0.0
X           63,000 0 0
(13) Steve Lynn......................................................................
Director
4.0
.................
4.0
X           63,000 0 0
(14) Anne Mariucci......................................................................
Director
4.0
.................
0.0
X           64,500 0 0
(15) Quentin P Smith Jr......................................................................
Director
4.0
.................
0.0
X           64,500 0 0
(16) Elizabeth Avant......................................................................
Asst. Secretary & Legal Ops
40.0
.................
8.0
    X       120,768 0 12,910
(17) Majorie Bessel MD......................................................................
CCO (As of 1/30/18)
40.0
.................
8.0
    X       937,181 0 647,352
Form 990 (2018)
Form 990 (2018)
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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) David Bixby........................................................................
CLO/General Counsel
40.0
.......................8.0
    X       1,229,533 0 1,213,066
(19) Naomi Cramer........................................................................
Chief HR Officer
40.0
.......................8.0
    X       854,708 0 556,199
(20) Rebecca Kuhn........................................................................
Chief Operating Officer
40.0
.......................8.0
    X       2,144,667 0 1,258,346
(21) Dennis Laraway........................................................................
Chief Financial Officer
40.0
.......................16.0
    X       1,207,959 0 626,520
(22) Alexandra Morehouse McReynolds........................................................................
Chief Marketing Officer
40.0
.......................8.0
    X       841,485 0 503,983
(23) Scott Nordlund........................................................................
CSO (as of 3/25/18)
40.0
.......................8.0
    X       699,140 0 395,342
(24) Brenda Schaefer........................................................................
VP, Treasury/Treasurer
40.0
.......................8.0
    X       470,369 0 120,531
(25) Margo Karsten........................................................................
CEO - Northern Colorado
40.0
.......................4.0
      X     759,157 0 290,936
(26) Anuj Narang........................................................................
CEO - Banner UMC-Phoenix
40.0
.......................0.0
      X     895,034 0 120,902
(27) Todd S Werner........................................................................
President - Arizona East
40.0
.......................0.0
      X     1,136,038 0 344,473
(28) Ronald Bunnell........................................................................
Executive Vice President
40.0
.......................0.0
        X   2,370,044 0 32,526
(29) CHARLES LEHN........................................................................
PRESIDENT - BHN
40.0
.......................8.0
        X   986,907 0 315,986
(30) Kathy Bollinger........................................................................
Pres-Univ Med (thru 6/1/18)
40.0
.......................0.0
        X   950,741 0 1,082,123
(31) JOHN HENSING MD........................................................................
EXECUTIVE VP/CMO
40.0
.......................8.0
        X   896,352 0 735,331
(32) Matthew Callister........................................................................
SR Physician Exec Cancer Ctr
40.0
.......................0.0
        X   892,974 0 98,470
(33) Dennis Dahlen........................................................................
SVP/Chief Financial Officer
0.0
.......................0.0
          X 198,687 0 811
(34) Ryan Smith........................................................................
SVP/CIO (THRU 10/20/18)
40.0
.......................0.0
          X 721,885 0 69,439
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 25,289,125 0 12,543,378
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet3,039
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
PREMIER HEALTHCARE SOLUTIONS,
5882 COLLECTIONS CENTER DRIVE
CHICAGO,IL60693
HLTHCARE CONSULTING 92,269,561
DPR CONSTRUCTION,
222 N 44TH STREET
PHOENIX,AZ85034
CONSTRUCTION 61,590,127
INSIGHT DIRECT USA,
PO BOX 731069
DALLAS,TX75373
HEALTHCARE IT 42,942,635
CERNER CORPORATION,
PO BOX 959156
ST LOUIS,MO63195
HEALTHCARE IT 42,081,985
US FOODSERVICE INC,
2838 COLLECTIONS CENTER DRIVE
CHICAGO,IL60693
FOOD SERVICES 36,377,699
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet1,421
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 12,600,248
e Government grants (contributions)1e 18,549,233
f All other contributions, gifts, grants, and similar amounts not included above1f 11,273,948
g Noncash contributions included in lines 1a - 1f:$ 0
h Total. Add lines 1a-1f.......MediumBullet 42,423,429
 Program Service RevenueAmt Business Code
2a HEALTHCARE SERVICES 900099 6,464,629,037 6,464,629,037 0 0
b PARTNERSHIP INCOME 621500 17,515,134 0 17,515,134 0
c PHARMACY 446110 4,615,254 0 4,615,254 0
d LABORATORY 621500 2,319,446 0 2,319,446 0
e MANAGEMENT SERVICES 541610 6,620,509 0 6,620,509 0
f All other program service revenue.        
g Total. Add lines 2a–2f ....MediumBullet 6,495,699,380
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 91,953,362     91,953,362
4 Income from investment of tax-exempt bond proceedsMediumBullet 14,809     14,809
5 Royalties...........MediumBullet 0      
(ii) Personal (i) Real
6a Gross rents   13,628,392
b Less: rental expenses   9,601,472
c Rental income or (loss) 0 4,026,920
d Net rental income or (loss)......MediumBullet 4,026,920     4,026,920
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 7,944,599 53,950,054,596
b Less: cost or other basis and sales expenses 6,149,879 53,818,533,187
c Gain or (loss) 1,794,720 131,521,409
d Net gain or (loss).....MediumBullet 133,316,129     133,316,129
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
a 0
b Less: direct expenses ...b 0
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 0
b Less: direct expenses ...b 0
c Net income or (loss) from gaming activities..MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances ..
a 0
b Less: cost of goods sold ..b 0
c Net income or (loss) from sales of inventory..MediumBullet 0      
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 0
12 Total revenue. See Instructions......MediumBullet 6,767,434,029 6,464,629,037 31,070,343 229,311,220
Form 990 (2018)
Form 990 (2018)
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 or note to any line 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 domestic organizations and domestic governments. See Part IV, line 21 18,404,497 18,404,497
2 Grants and other assistance to domestic individuals. See Part IV, line 22 0 0
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16. 0 0
4 Benefits paid to or for members 0 0
5 Compensation of current officers, directors, trustees, and key employees .... 28,480,377 0 28,480,377 0
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 1,160,122 169,300 990,822 0
7 Other salaries and wages 2,524,491,037 2,222,618,694 301,872,343 0
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 61,023,493 51,023,100 10,000,393 0
9 Other employee benefits ....... 263,753,560 236,065,224 27,688,336 0
10 Payroll taxes ........... 177,772,087 155,403,086 22,369,001 0
11 Fees for services (non-employees):        
a Management ...... 25,640,390 25,189,356 451,034 0
b Legal ......... 4,553,639 392,301 4,161,338 0
c Accounting ........... 2,861,850 167,228 2,694,622 0
d Lobbying ........... 547,755 547,755 0 0
e Professional fundraising services. See Part IV, line 17 0 0
f Investment management fees ...... 24,377,476 0 24,377,476 0
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 526,918,422 477,149,708 49,768,714 0
12 Advertising and promotion .... 19,798,429 1,788,864 18,009,565 0
13 Office expenses ....... 163,273,284 73,222,891 90,050,393 0
14 Information technology ...... 102,246,022 94,237,286 8,008,736 0
15 Royalties .. 0 0 0 0
16 Occupancy ........... 82,755,040 69,770,460 12,984,580 0
17 Travel ............ 5,451,907 3,164,256 2,287,651 0
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0 0 0 0
19 Conferences, conventions, and meetings .... 171,417 149,996 21,421 0
20 Interest ........... 120,303,657 92,425,673 27,877,984 0
21 Payments to affiliates ....... 0 0 0 0
22 Depreciation, depletion, and amortization .. 404,568,003 387,817,257 16,750,746 0
23 Insurance ... 49,511,762 45,930,480 3,581,282 0
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 MEDICAL SUPPLIES 1,255,349,012 1,255,349,012 0 0
b STATE HOSPITAL ASSESSMENT 99,899,446 99,899,446 0 0
c PROVIDER TAX 37,232,491 37,232,491 0 0
d INCOME TAXES 5,849,285 0 5,849,285 0
e All other expenses 34,422,163 6,942,588 27,479,575  
25 Total functional expenses. Add lines 1 through 24e 6,040,816,623 5,355,060,949 685,755,674 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). 0      
Form 990 (2018)
Form 990 (2018)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 435,237,484 1 196,525,205
2 Savings and temporary cash investments ......... 59,088,795 2 112,174,530
3 Pledges and grants receivable, net ...... 0 3 0
4 Accounts receivable, net ............. 1,081,039,291 4 1,101,711,147
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 .... 50,961,350 7 60,404,203
8 Inventories for sale or use ........ 189,514,137 8 201,468,818
9 Prepaid expenses and deferred charges ...... 55,433,843 9 79,083,108
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 8,162,737,030
b Less: accumulated depreciation 10b 4,329,481,240 3,667,709,479 10c 3,833,255,790
11 Investments—publicly traded securities . 4,544,665,459 11 4,214,922,964
12 Investments—other securities. See Part IV, line 11 ..... 358,023,542 12 290,053,946
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ............... 230,510,465 14 226,341,249
15 Other assets. See Part IV, line 11 ........... 547,224,448 15 651,606,062
16 Total assets. Add lines 1 through 15 (must equal line 34)... 11,219,408,293 16 10,967,547,022
Liabilities 17 Accounts payable and accrued expenses ..... 1,145,842,232 17 905,047,784
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 19,242,901 19 33,843,917
20 Tax-exempt bond liabilities ......... 2,948,015,000 20 2,896,845,000
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 .. 437,055,050 23 420,159,147
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 833,244,581 25 762,315,724
26 Total liabilities. Add lines 17 through 25.. 5,383,399,764 26 5,018,211,572
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 5,652,672,992 27 5,759,526,469
28 Temporarily restricted net assets ........... 183,335,537 28 189,808,981
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 ........... 5,836,008,529 33 5,949,335,450
34 Total liabilities and net assets/fund balances ........ 11,219,408,293 34 10,967,547,022
Form 990 (2018)
Form 990 (2018)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
6,767,434,029
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
6,040,816,623
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
726,617,406
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
5,836,008,529
5
Net unrealized gains (losses) on investments ...............
5
-308,022,366
6
Donated services and use of facilities .................
6
0
7
Investment expenses .....................
7
0
8
Prior period adjustments .....................
8
0
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-305,268,119
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
5,949,335,450
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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 (2018)
Form 990 (2018)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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 12, check only one box.)
1
2
3
4
5
6
7
8
9

10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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 VI.)..            
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 section 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) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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 VI.) ..            
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) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2018 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2018
(iii)
Distributable
Amount for 2018
1 Distributable amount for 2018 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2018:
a From 2013.......  
b From 2014.......  
c From 2015.......  
d From 2016.......  
e From 2017.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2018 distributable amount  
i Carryover from 2013 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2018 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2018 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2018, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2018. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2019. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2014......  
b Excess from 2015.....  
c Excess from 2016.....  
d Excess from 2017.....  
e Excess from 2018.....  
Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2018


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.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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 isn't covered by the General Rule and/or the Special Rules doesn't 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 its Form 990PF, Part I, line 2, to certify that it doesn't 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) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018) 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


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
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) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 4
Name of organization
Banner Health
 
Employer identification number

45-0233470
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2018)

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 BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), 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 (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2018

Schedule C (Form 990 or 990-EZ) 2018
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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2015 (b) 2016 (c) 2017 (d) 2018 (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) 2018


Schedule C (Form 990 or 990-EZ) 2018
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 on 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
0
d
Mailings to members, legislators, or the public? .............................................................................
 
No
0
e
Publications, or published or broadcast statements? ...........................................................
 
No
0
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
0
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
297,116
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
0
i
Other activities? ...................................................................................................................
Yes
 
250,639
j
Total. Add lines 1c through 1i ....................................................................................................
547,755
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
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, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
SCHEDULE C, PART II-B, LINE 1G AND 1I BANNER HEALTH (BH) ENGAGED SEVERAL INDEPENDENT CONTRACTORS TO PROVIDE GOVERNMENT RELATIONS AND POLITICAL CONSULTING SERVICES FOR BH. THESE CONTRACTORS WORKED WITH BOTH THE FEDERAL AND STATE GOVERNMENTS ON ISSUES IMPORTANT TO BANNER HEALTH'S CHARITABLE MISSION. IN 2018, BANNER HEALTH PAID $297,116 FOR THESE SERVICES AND THESE AMOUNTS ARE REPORTED ON LINE 1G. BH MAINTAINS A GOVERNMENT RELATIONS DEPARTMENT. $126,573 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. $124,066 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) 2018


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," on 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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of 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" on 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 7/25/06, 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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" on 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)
Revenue included on 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
Revenue included on 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) 2018

Schedule D (Form 990) 2018
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" on 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, for escrow or custodial account liability? ...
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" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (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 on 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" on 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.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. 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 .....   245,875,722 245,875,722
b Buildings ....   1,934,718,261 824,842,558 1,109,875,703
c Leasehold improvements   55,383,391 46,753,332 8,630,059
d Equipment ....   5,343,038,152 3,392,359,008 1,950,679,144
e Other .....   583,721,504 65,526,342 518,195,162
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 3,833,255,790
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. 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........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) DUE FROM AFFILIATES 464,087,318
(2) BOND FUND 99,944,228
(3) RESTRICTED ASSETS 72,985,545
(4) CEDED RESERVES 11,271,322
(5) ACCRUED REVENUE 3,172,836
(6) OTHER ASSETS 144,813
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 651,606,062
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes 0
LONG-TERM SWAPS 258,762,287
HOSPITAL LEASE OBLIGATION 211,514,760
SELF-INSURANCE LIABILITIES 82,567,150
457(B) LIABILITY 43,596,883
SERP LIABILITY 43,460,402
PENSION PAYABLE 42,766,230
THIRD PARTY PAYOR SETTLEMENTS 32,266,369
MISCELLANEOUS LIABILITIES 47,381,643
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 762,315,724
2. Liability for uncertain tax positions. 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) 2018

Schedule D (Form 990) 2018
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
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 (losses) 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. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
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
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.
Return Reference Explanation
FIN 48(ASC740) Footnote BANNER HAS NOT RECORDED ANY EXPENSE OR ACCRUED FOR ANY RELATED EXPENSE FOR ANY UNCERTAIN TAX POSITIONS. BANNER'S 2015 THROUGH 2018 TAX YEARS REMAIN SUBJECT TO EXAMINATION FOR FEDERAL INCOME TAX PURPOSES, WHEREAS THE 2014 THROUGH 2018 TAX YEARS REMAIN SUBJECT TO EXAMINATION FOR STATE TAXING JURISDICTIONS IN WHICH BANNER OPERATES.
Schedule D (Form 990) 2018


Additional Data


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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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
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 its grants and
other 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 its grants and other assistance 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   911,127,669
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .....     911,127,669
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     911,127,669
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
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 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) 2018
Schedule F (Form 990) 2018Page 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) 2018
Schedule F (Form 990) 2018
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 organization may be required to separately 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; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
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, Information 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 separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 5
Part V
Supplemental Information
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).
ReturnReference Explanation
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2018
Additional Data


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SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2018
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 criteria used 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
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
Yes
 
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) . . .
    83,903,935   83,903,935 1.390 %
b Medicaid (from Worksheet 3, column a) . . . . .     1,479,884,114 1,022,885,040 456,999,074 7.570 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .            
d Total Financial Assistance and Means-Tested Government Programs . . . . .     1,563,788,049 1,022,885,040 540,903,009 8.960 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     8,154,679 85,996 8,068,683 0.130 %
f Health professions education (from Worksheet 5) . . .     96,691,680 36,700,201 59,991,479 0.990 %
g Subsidized health services (from Worksheet 6) . . . .     31,209,771 2,045,708 29,164,063 0.480 %
h Research (from Worksheet 7) .     48,747,886 41,341,930 7,405,956 0.120 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     3,393,567   3,393,567 0.060 %
j Total. Other Benefits . .     188,197,583 80,173,835 108,023,748 1.780 %
k Total. Add lines 7d and 7j .     1,751,985,632 1,103,058,875 648,926,757 10.740 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
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     44,173   44,173  
3 Community support     7,234   7,234  
4 Environmental improvements     1,000   1,000  
5 Leadership development and
training for community members
    5,768   5,768  
6 Coalition building     95,648   95,648  
7 Community health improvement advocacy     4,192   4,192  
8 Workforce development     205,651   205,651  
9 Other            
10 Total     363,666   363,666 0.010 %
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
58,871,313
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
35,322,787
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
1,266,701,640
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
1,289,123,243
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-22,421,603
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 %   75 %
2KIDNEY CARE LLC
 
NEPHROLOGY CENTER 33.3 %   66.7 %
3BANNER UNION HILLS
 
AMBULATORY SURGERY CENTER 51 %   49 %
4BHSM REHABILITATION
 
REHABILITATION 51 %   49 %
5BANNERCORE ORTHOPED
 
HEALTHCARE MANAGEMENT 50 %   50 %
6BANNER ATLAS JV LLC
 
AMBULATORY SURGERY CENTER 75 %   25 %
7
8
9
10
11
12
13
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
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?28Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 BANNER - UNIV MEDICAL CENTER PHOENIX
1111 E MCDOWELL RD
PHOENIX,AZ85006
WWW.BANNERHEALTH.COM
H0016
X X   X     X     A
2 BANNER DESERT MEDICAL CENTER
1400 S DOBSON ROAD
MESA,AZ85202
WWW.BANNERHEALTH.COM
H0137
X X X       X     A
3 BANNER - UNIV MEDICAL CENTER TUCSON
1501 N CAMPBELL AVE
TUCSON,AZ85724
WWW.BANNERHEALTH.COM
H7035
X X X X   X X     B
4 BANNER THUNDERBIRD MEDICAL CENTER
5555 W THUNDERBIRD ST
GLENDALE,AZ85304
WWW.BANNERHEALTH.COM
H0092
X X         X     A
5 BANNER GATEWAY MEDICAL CENTER
1900 S RIGLEY ROAD
GILBERT,AZ85234
WWW.BANNERHEALTH.COM
H4237
X X         X     A
6 NORTH COLORADO MEDICAL CENTER
1801 16TH STREET
GREELEY,CO80631
WWW.BANNERHEALTH.COM
10386
X X   X     X     A
7 BANNER ESTRELLA MEDICAL CENTER
9201 W THOMAS ROAD
PHOENIX,AZ85037
WWW.BANNERHEALTH.COM
H3690
X X         X     A
8 BANNER BOSWELL MEDICAL CENTER
10401 W THUNDERBIRD ROAD
SUN CITY,AZ85351
WWW.BANNERHEALTH.COM
H4436
X X         X     A
9 BANNER DEL E WEBB MEDICAL CENTER
14502 WEST MEEKER BLVD
SUN CITY WEST,AZ85375
WWW.BANNERHEALTH.COM
H4434
X X         X     A
10 BANNER BAYWOOD MEDICAL CENTER
6644 E BAYWOOD AVE
MESA,AZ85206
WWW.BANNERHEALTH.COM
H0155
X X         X     A
11 BANNER - UNIV MEDICAL CENTER SOUTH
2800 E AJO WAY
TUCSON,AZ85713
WWW.BANNERHEALTH.COM
H7034
X X   X   X X     B
12 BANNER HEART HOSPITAL
6750 E BAYWOOD AVE
MESA,AZ85206
WWW.BANNERHEALTH.COM
SH3034
X X               A
13 MCKEE MEDICAL CENTER
2000 BOISE AVE
LOVELAND,CO80538
WWW.BANNERHEALTH.COM
10340
X X               A
14 BANNER CASA GRANDE MEDICAL CENTER
1800 E FLORENCE BLVD
CASA GRANDE,AZ85122
WWW.BANNERHEALTH.COM
H6592
X X         X     C
15 BANNER IRONWOOD MEDICAL CENTER
37000 N GANTZEL ROAD
SAN TAN VALLEY,AZ85142
WWW.BANNERHEALTH.COM
H4946
X X         X     A
16 STERLING REGIONAL MEDICAL CENTER
615 FAIRHURST STREET
STERLING,CO80751
WWW.BANNERHEALTH.COM
10140
X X         X     A
17 BANNER CHURCHILL COMMUNITY HOSPITAL
801 E WILLIAMS AVE
FALLON,NV89406
WWW.BANNERHEALTH.COM
638RUH-29
X X         X     A
18 BANNER BEHAVIORAL HEALTH HOSPITAL
7575 E EARLL DRIVE
SCOTTSDALE,AZ85251
WWW.BANNERHEALTH.COM
SH0147
X                 A
19 BANNER LASSEN MED CTR-CRITICAL ACCESS
1800 SPRING RIDGE DRIVE
SUSANVILLE,CA96130
WWW.BANNERHEALTH.COM
230000020
X X     X   X      
20 BANNER PAYSON MEDICAL CENTER
807 S PONDEROSA ST
PAYSON,AZ85072
WWW.BANNERHEALTH.COM
H7250
X X         X      
21 BANNER FORT COLLINS MEDICAL CENTER
4700 LADY MOON DRIVE
FORT COLLINS,CO80528
WWW.BANNERHEALTH.COM
O1K608
X X         X      
22 EAST MORGAN CNTY HOSP-CRITICAL ACCESS
2400 EDISON ST
BRUSH,CO80723
WWW.BANNERHEALTH.COM
25017J
X X     X   X     A
23 COMMUNITY HOSP-TORRINGTON-CRIT ACCESS
2000 CAMPBELL DRIVE
TORRINGTON,WY82240
WWW.BANNERHEALTH.COM
0713060
X X     X   X     A
24 WASHAKIE MED CENTER-CRITICAL ACCESS
400 S 15TH STREET
WORLAND,WY82401
WWW.BANNERHEALTH.COM
10250
X X     X   X     A
25 PLATTE COUNTY MEMORIAL HOSPITAL
201 14TH STREET
WHEATLAND,WY82201
WWW.BANNERHEALTH.COM
0713060
X X     X   X     A
26 OGALLALA COMMUNITY HOSPITAL
2601 N SPRUCE STREET
OGALLALA,NE69153
WWW.BANNERHEALTH.COM
470001
X X     X   X     A
27 PAGE HOSPITAL - CRITICAL ACCESS
501 N NAVAJO
PAGE,AZ86406
WWW.BANNERHEALTH.COM
H0086
X X     X   X     A
28 BANNER GOLDFIELD MEDICAL CENTER
2050 W SOUTHERN AVE
APACHE JUNCTION,AZ85120
WWW.BANNERHEALTH.COM
H5738
X X         X     C
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 4
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 letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
 
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 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 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 16
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 16
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H, PART V, SECTION C
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, 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) 2018
Schedule H (Form 990) 2018
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
A
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
SEE SCHEDULE H, PART V, SECTION C
b
SEE SCHEDULE H, PART V, SECTION C
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 6
Part VFacility Information (continued)

Billing and Collections
A
Name of hospital facility or letter of facility reporting group  
Yes No
17 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 all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 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 individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
A
Name of hospital facility or letter of facility reporting group  
Yes No
22 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
23 During the tax year, did the hospital facility charge any FAP-eligible individual 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? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 4
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)
B
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
 
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 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 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 16
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b Yes  
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 16
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H, PART V, SECTION C
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, 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) 2018
Schedule H (Form 990) 2018
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
B
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
SEE SCHEDULE H, PART V, SECTION C
b
SEE SCHEDULE H, PART V, SECTION C
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 6
Part VFacility Information (continued)

Billing and Collections
B
Name of hospital facility or letter of facility reporting group  
Yes No
17 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 all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 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 individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
B
Name of hospital facility or letter of facility reporting group  
Yes No
22 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
23 During the tax year, did the hospital facility charge any FAP-eligible individual 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? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 4
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)
C
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
 
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 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 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 17
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b Yes  
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 17
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H, PART V, SECTION C
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, 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) 2018
Schedule H (Form 990) 2018
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
C
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
SEE SCHEDULE H, PART V, SECTION C
b
SEE SCHEDULE H, PART V, SECTION C
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 6
Part VFacility Information (continued)

Billing and Collections
C
Name of hospital facility or letter of facility reporting group  
Yes No
17 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 all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 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 individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
C
Name of hospital facility or letter of facility reporting group  
Yes No
22 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
23 During the tax year, did the hospital facility charge any FAP-eligible individual 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? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 4
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)
BANNER LASSEN MEDICAL CENTER
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
19
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 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 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 16
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 16
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H, PART V, SECTION C
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, 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) 2018
Schedule H (Form 990) 2018
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
BANNER LASSEN MEDICAL CENTER
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
SEE SCHEDULE H, PART V, SECTION C
b
SEE SCHEDULE H, PART V, SECTION C
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 6
Part VFacility Information (continued)

Billing and Collections
BANNER LASSEN MEDICAL CENTER
Name of hospital facility or letter of facility reporting group  
Yes No
17 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 all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 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 individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
BANNER LASSEN MEDICAL CENTER
Name of hospital facility or letter of facility reporting group  
Yes No
22 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
23 During the tax year, did the hospital facility charge any FAP-eligible individual 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? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 4
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)
BANNER PAYSON MEDICAL CENTER
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
20
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 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 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 17
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 17
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H, PART V, SECTION C
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, 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) 2018
Schedule H (Form 990) 2018
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
BANNER PAYSON MEDICAL CENTER
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
SEE SCHEDULE H, PART V, SECTION C
b
SEE SCHEDULE H, PART V, SECTION C
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 6
Part VFacility Information (continued)

Billing and Collections
BANNER PAYSON MEDICAL CENTER
Name of hospital facility or letter of facility reporting group  
Yes No
17 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 all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 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 individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
BANNER PAYSON MEDICAL CENTER
Name of hospital facility or letter of facility reporting group  
Yes No
22 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
23 During the tax year, did the hospital facility charge any FAP-eligible individual 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? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 4
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)
BANNER FORT COLLINS MEDICAL CENTER
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
21
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 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 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 16
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 16
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H, PART V, SECTION C
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, 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) 2018
Schedule H (Form 990) 2018
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
BANNER FORT COLLINS MEDICAL CENTER
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
SEE SCHEDULE H, PART V, SECTION C
b
SEE SCHEDULE H, PART V, SECTION C
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 6
Part VFacility Information (continued)

Billing and Collections
BANNER FORT COLLINS MEDICAL CENTER
Name of hospital facility or letter of facility reporting group  
Yes No
17 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 all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 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 individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
BANNER FORT COLLINS MEDICAL CENTER
Name of hospital facility or letter of facility reporting group  
Yes No
22 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
23 During the tax year, did the hospital facility charge any FAP-eligible individual 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? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 8
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
SCHEDULE H, PART V, SECTION A, LINES 1-2, 4-10, 12-13, 15-18, 12-27 A SINGLE SCHEDULE H, PART V, SECTION B WAS COMPLETED FOR FACILITY REPORTING GROUP A. THE HOSPITAL FACILITIES INCLUDED IN FACILITY REPORTING GROUP A ARE LISTED IN SCHEDULE H, PART V, SECTION A. SCHEDULE H, PART V, SECTION A, LINES 3 AND 11 BANNER UNIVERSITY MEDICAL CENTER TUCSON AND BANNER UNIVERSITY MEDICAL CENTER SOUTH, RESPECTIVELY, ARE LISTED SEPARATELY AS FACILITY REPORTING GROUP B BECAUSE THEY CONDUCTED THEIR CHNA IN PARTNERSHIP WITH PIMA COUNTY HEALTH DEPARTMENT, TUCSON MEDICAL CENTER, CARONDELET HEALTH NETWORK, EL RIO COMMUNITY HEALTH CENTER, NORTHWEST MEDICAL CENTER, THE PASCUA YAQUI TRIBE AND HEALTHY PIMA. SCHEDULE H, PART V, SECTION A, LINES 14 AND 28 BANNER CASA GRANDE MEDICAL CENTER AND BANNER GOLDFIELD MEDICAL CENTER ARE LISTED AS FACILITY REPORTING GROUP C, BECAUSE BOTH ENTITIES HAVE THE SAME REPORTING TIMELINE. SCHEDULE H, PART V, SECTION A, LINE 19 BANNER LASSEN MEDICAL CENTER IS LISTED SEPARATELY BECAUSE THE MEDICAL CENTER'S FPG FAMILY INCOME PERCENTAGE LIMIT FOR ELIGIBILITY FOR FREE CARE (350%) VARIES FROM ALL OTHER BANNER FACILITIES (200%). SCHEDULE H, PART V, SECTION A, LINE 20 BANNER PAYSON MEDICAL CENTER HAS THE SAME TIMELINE AS BANNER CASA GRANDE MEDICAL CENTER AND BANNER GOLDFIELD MEDICAL CENTER. HOWEVER, IT IS LISTED SEPARATELY BECAUSE IT CONDUCTED ITS OWN CHNA. AS A RESULT, SCHEDULE H, PART V, SECTION B, LINE 6 IS ANSWERED DIFFERENTLY THAN REPORTING GROUP C. SCHEDULE H, PART V, SECTION A, LINE 21 BANNER FORT COLLINS MEDICAL CENTER IS LISTED SEPARATELY FROM FACILITY REPORTING GROUP A BECAUSE SCHEDULE H, PART VI, SECTION B, LINE 3I IS ANSWERED DIFFERENTLY. BANNER FORT COLLINS CONDUCTED A CHNA FOR THE FIRST TIME IN 2016 SO THERE WERE NO PREVIOUSLY IDENTIFIED NEEDS TO EVALUATE.
THE FOLLOWING DESCRIPTION FOR SCHEDULE H, PART V, SECTION B, LINE 3E APPLIES TO ALL HOSPITAL FACILITIES: The significant health needs of the community identified in each hospital facility's CHNA are presented as a prioritized description. THE FOLLOWING DESCRIPTION FOR SCHEDULE H, PART V, SECTION B, LINE 3J APPLIES TO ALL HOSPITAL FACILITIES: THE CHNA REPORT INCLUDES IMPLEMENTATION STRATEGIES, TACTICS AND ANTICIPATED OUTCOMES, AS WELL AS THE NEEDS NOT BEING ADDRESSED.
THE FOLLOWING DESCRIPTION FOR SCHEDULE H, PART V, SECTION B, LINE 5 APPLIES TO ALL HOSPITAL FACILITIES: THE FACILITY LEADERSHIP TEAMs, IN COLLABORATION WITH MEMBERS OF BANNER HEALTHS COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) STEERING COMMITTEE, CREATED A COMMUNITY ADVISORY COUNCIL (CAC) OF COMMUNITY LEADERS THAT REPRESENTED THE UNDERSERVED, UNINSURED AND MINORITY POPULATIONS. CAC PARTICIPANTS WERE IDENTIFIED BASED ON THEIR ROLE IN THE PUBLIC HEALTH REALM OF THE HOSPITALS SURROUNDING COMMUNITY. EMPHASIS WAS PLACED ON IDENTIFYING POPULATIONS WITHIN THE SERVICE AREA THAT ARE CONSIDERED MINORITY AND/OR UNDERSERVED. INDIVIDUALS THAT REPRESENTED THESE POPULATIONS, INCLUDING THE UNINSURED, UNDERSERVED AND MINORITY POPULATIONS WERE INVITED TO PARTICIPATE IN A FOCUS GROUP TO REVIEW AND VALIDATE THE QUANTITATIVE DATA, PROVIDE ADDITIONAL HEALTH CONCERNS AND FEEDBACK AS TO THE UNDERLYING ISSUES AND POTENTIAL STRATEGIES FOR ADDRESSING SAID CONCERNS. ADDITIONAL DIALOGUE OPPORTUNITIES (EMAIL, TELEPHONE CONVERSATIONS AND IN-PERSON MEETINGS) WERE PROVIDED FOR THOSE PERSONS WHO DESIRED TO PARTICIPATE BUT WERE UNABLE TO PERSONALLY ATTEND A FOCUS GROUP SESSION. THOSE DISCUSSIONS INCLUDED FURTHER REVIEW OF THE DATA, EXISTING RESOURCES AND STRATEGIES FOR ADDRESSING THE SIGNIFICANT HEALTH CONCERNS. GIVEN THE OVERLAP IN PRIMARY SERVICE AREAS IN SOME BANNER SERVICE AREAS, FOCUS GROUPS WERE COMBINED. THE FOCUS GROUP PROVIDED INPUT AND INSIGHTS AND EACH CAC PARTICIPANT WAS VESTED IN THE OVERALL HEALTH OF THE COMMUNITY AND BROUGHT FORTH UNIQUE PERSPECTIVES WITH REGARDS TO THE POPULATIONS HEALTH NEEDS. THE CAC PROVIDED BANNER HEALTH WITH THE OPPORTUNITY TO GATHER VALUABLE INPUT DIRECTLY FROM THE COMMUNITY. THERE WAS ADDITIONAL DIALOGUE (VIA EMAIL, TELEPHONE CONVERSATIONS AND IN-PERSON MEETINGS) WITH LEADERS FROM THE RESPECTIVE COUNTY AND STATE PUBLIC HEALTH DEPARTMENTS (MARICOPA COUNTY DEPARTMENT OF PUBLIC HEALTH, NEVADA DEPARTMENT OF HEALTH AND HUMAN SERVICES, PLATTE COUNTY PUBLIC HEALTH DEPARTMENT, ETC). TO FURTHER REVIEW THE DATA, EXISTING RESOURCES AND STRATEGIES FOR ADDRESSING THE SIGNIFICANT HEALTH CONCERNS, INCLUDING OPPORTUNITIES FOR COLLABORATION WITH THOSE DEPARTMENTS AND OTHER GOVERNMENT AND NONPROFIT ORGANIZATIONS. Participants in the CHNA process included members of Banner Healths leadership teams and strategic alignment team, public health experts, community representatives and consultants. The CHNA process utilized a multi-faceted approach to data gathering which included: 1. Data Analytics A collection of secondary or quantitative data from existing data sources and community input or qualitative data from focus groups, health providers, policymakers, and meetings with internal leadership were analyzed. The process was reiterative as both the secondary and primary data were used to help inform each other. The advantage of using this approach was validation of data via cross-verification from a multitude of sources. This data along with prior collaborative efforts was used to initiate discussions among the various parties. 2. Community Health Needs Assessment (CHNA) Steering Committee - This committee, which was commissioned to guide the CHNA process, was comprised of professionals from a variety of disciplines across the organization. This steering committee provided guidance in all aspects of the CHNA process, including development of the process, prioritization of the significant health needs identified and development of the implementation strategies, anticipated outcomes and related measures. 3. Community Advisory Council - Facility leadership teams in collaboration with members of Banner Healths CHNA Steering Committee, created a Community Advisory Council (CAC) of community leaders that represented the underserved, uninsured and minority populations. CAC participants were identified based on their role in the public health realm of the hospitals surrounding community. Emphasis was placed on identifying populations within the service area that are considered minority and/or underserved. Data analytics were also used to analyze access gaps and drive CAC participation. Once gaps in access to health services were identified within the community, the steering committee worked with facility leadership to identify those impacted by a lack of health and related services. Individuals that represented these populations, including the uninsured, underserved and minority populations were invited to participate in a focus group to review and validate the data, provide additional health concerns and feedback as to the underlying issues and potential strategies for addressing. Each CAC participant was vested in the overall health of the community and brought forth a unique perspective with regards to the populations health needs. The CAC provided Banner Health with the opportunity to gather valuable input directly from the community. 4. Community Interests - The broad interests of the community were incorporated through a series of focus groups held with members of minority and underserved populations. All primary data collection efforts were intended to obtain information on the most pressing community concerns, identification of community strengths and assets and areas of opportunity for health improvement strategies. Focus group participants were invited to validate the quantitative data, provide additional health concerns and feedback as to the underlying issues and potential strategies for addressing said concerns. Additional dialogue opportunities (email, telephone conversations and in-person meetings were provided for those persons who desired to participate but were unable to personally attend a focus group session. Given the overlap in primary service areas in some Banner service areas, focus groups were combined. 5. Public Health Agencies - Coordination with and involvement from respective county and state public health departments and agencies(Maricopa County Coordinated Health Needs Assessment (CCHNA) collaborative, the Maricopa County Health Improvement Partnership (HIPMC), Maricopa County Department of Public Health (MCDPH), Nevada Department of Health and Human Services, Platte County Public Health Department etc.) to further review the data, existing resources and strategies for addressing the significant health concerns, including opportunities for collaboration with those departments and other government and nonprofit organizations. Banner also participated in the Pima County Community Health Needs Assessment Advisory Committee which represents a county-wide partnership between the Pima County Health Department, Banner, other Pima County Healthcare systems, the Pascua Yaqui Tribe and Healthy Pima.
THE FOLLOWING DESCRIPTION FOR SCHEDULE H, PART V, SECTION B, LINES 6A & 6B APPLIES TO ALL HOSPITAL FACILITIES: As noted above, in instances where facilities had joint service areas, focus groups were a combined/joint effort. Everything else was facility specific. APPLIES TO FACILITY GROUP B: In 2016, Banner University Medical Center Tucson and Banner University Medical Center South, respectively are listed separately as Facility Reporting Group B because they conducted their CHNA in partnership with Pima County Health Department, Tucson Medical Center, Carondelet Health Network, El Rio Community Health Center, Northwest Medical Center, The Pascua Yaqui Tribe, and Healthy Pima. APPLIES TO FACILITY GROUP C: In 2016, Banner Casa Grande Medical Center and Banner Goldfield Medical Center partnered with Sun Life Family Health Center (a local FQHC) and Pinal County to conduct their CHNA. THE FOLLOWING DESCRIPTION FOR SCHEDULE H, PART V, SECTION B, LINE 7A APPLIES TO ALL HOSPITAL FACILITIES: Each facility posted CHNA to facility website and made copies available upon demand. COMMUNITY HEALTH NEEDS ASSESSMENTS ARE AVAILABLE TO THE PUBLIC USING THE FOLLOWING URL: HTTPS://WWW.BANNERHEALTH.COM/STAYING-WELL/COMMUNITY/HEALTH-NEEDS-ASSESSMEN TS-REPORTS
THE FOLLOWING DESCRIPTION FOR SCHEDULE H, PART V, SECTION B, LINE 10A APPLIES TO ALL HOSPITAL FACILITIES: THE MOST RECENTLY ADOPTED IMPLEMENTATION STRATEGIES CAN BE FOUND AT THE URL LISTED ON SCHEDULE H, PART V, SECTION B, LINE 7a.
THE FOLLOWING DESCRIPTION FOR SCHEDULE H, PART V, SECTION B, LINE 11 APPLIES TO ALL HOSPITAL FACILITIES: Banners mission is to make health care easier so that life can be better. While we are guided by our purpose which includes answering Americas health care challenges today and in the future, changing the health care landscape in our communities big and small, taking access and delivery from complex to easy, from costly to affordable and from unpredictable to reliable, resources unfortunately and in some cases expertise to pursue all of the significant health needs identified through the CHNA are limited. The process for prioritization included engagement with both internal stakeholders and CAC partners. A review of current and past data, previous actions taken to improve the community and provide additional health concerns and feedback as to the underlying issues and potential strategies for addressing the issues was conducted and once gaps in access to health services were identified within the community, the steering committee worked with facility leadership to identify those impacted by a lack of health and related services. The CHNA Steering Committee in concert with Banner Health leadership and various local agencies developed a prioritization process and criteria for evaluating the significant health needs identified through the CHNA. This group worked diligently to ensure that those strategies and tactics addressed would be impactful, serve as a foundation for future efforts, and be in alignment with the organizations strengths, mission, vision and strategic plan. The significant health needs identified through the CHNA were prioritized based on the below criteria, which took into account the quantitative data, focus group discussion with the CAC and Banners mission, vision and strategic plan. Each significant health need was evaluated based on the criteria, using a ranking of low (1), medium (3), or high (5) for each criterion; all criteria were equally weighted. The criterion scores for each health need were compiled to determine the overall prioritization. Criteria included: - Data indicates a clear need - Priority within the community - Clear disparities exist - Cost of not addressing is high - Desired outcome can be clearly defined - Measures can be identified - Public would welcome the effort - Banner has the ability to impact - Alignment with Banners mission, vision and strategic plan Also included in the prioritization process was a review of resources potentially available to address identified needs including services and programs available through other hospitals, government agencies, and community based organizations. Resources include access to hospital emergency and acute care services, Federally Qualified Health Centers (FQHC), food banks, homeless shelters, school-based health clinics, faith-based organizations, transportation services, health enrollment navigators, free or low cost medical and dental care, and prevention-based community education. Facility priorities and progress from the last CHNA are as follows: (1) BANNER UNIVERSITY MEDICAL CENTER PHOENIX (A) PRIORITIES 1. ACCESS TO CARE 2. MENTAL/BEHAVIORAL HEALTH 3. CHRONIC DISEASE (B) Impact of Actions Taken Since Preceding CHNA ACCESS TO CARE: - Promoted participation in MyBanner (online patient portal) - Offered educational materials and links to community resources related to the insurance marketplace - Promoted internal and external community resources that support preventative and maintenance care via the facility website - Offered and participate in free health activities (screenings, heath fairs, blood drives) - Opened two OP clinic buildings providing specialty care - Hired 26 new providers CHRONIC DISEASE: - Developed a Chronic Disease webpage on the facility website to increase on-line educational opportunities and resource awareness - Expanded Diabetic Education and Nutrition programs - Provided health screenings and educational materials TOBACCO/SMOKING: - Partnered with the State Quit Line to build the Proactive Referral into the Banner Medical Group clinic workflows - Supported a Tobacco Free campus OBESITY/NUTRITION: - Sponsorships focused on wellness, healthy eating - Hosted monthly support groups BEHAVIORAL HEALTH: - Created a webpage with information and resources related to Mental Health and Substance Abuse - Provider to provider telephone consults - Implemented Inpatient Consultation process for mental health services - On-boarded two new faculty Attendings (C) SIGNIFICANT HEALTH NEEDS NOT PRIORITIZED While Banner Health seeks to improve all health and address all needs of our community, it is not feasible or realistic to take an isolated approach to those issues. We have come to realize the value of a community wide collective impact approach. Though we cannot address all the issues identified in the CHNA report, we are being proactive by partnering with the Health Improvement Partnerships of Maricopa County to strategically address issues identified in our CCHNA report and common to other parts of the community. We will be looking at collective impact partnerships in which we agree upon common goals or agendas; agree upon measures; maintain excellent and continuous communications; utilize the continued backbone support of Maricopa County Department of Public Health; and be intentional and reinforcing with the activities and strategies we coordinate. While we will continue to offer programs and services within the hospital to specifically address the top issues found in our report, we will now seek to utilize the power of a community-wide approach to addressing the other issues found in our CHNA report. We are currently in talks with the HIPMC collaborative to design a strategic plan that will address, not only our health needs, but the health needs of all Maricopa County residents. Decreasing Alcohol and Tobacco use is one example of a need identified but not prioritized by Banner Health. This issue was addressed in the previous cycle and because we saw a positive impact in the number of users, we wanted to address one of the more pressing needs in our community. Air quality was another topic of discussion, but we felt the need was better suited to be addressed by another community agency with more experience in that realm. While we know improved air quality can have an impact on chronic diseases, we felt comfortable potentially addressing any areas related to this in the ongoing improvement plans for chronic disease.
(2) BANNER DESERT/CARDON CHILDRENS (A) PRIORITIES 1. ACCESS TO CARE 2. Mental/Behavioral Health 3. CHRONIC DISEASE (B) Impact of Actions Taken Since Preceding CHNA ACCESS TO CARE: - Promoted participation in MyBanner (online patient portal) - Offered educational materials and links to community resources related to the insurance marketplace - Promoted internal and external community resources that support preventative and maintenance care via the facility website - Offered and participate in free health activities (screenings, health fairs, blood drives) CHRONIC DISEASE: - Developed a Chronic Disease webpage on the facility website to increase on-line educational opportunities and resource awareness - Expanded Diabetic Education and Nutrition programs - Provided health screenings and educational materials TOBACCO/SMOKING: - Partnered with the State Quit Line to build the Proactive Referral into the Banner Medical Group clinic workflows - Supported a Tobacco Free campus OBESITY/NUTRITION: - Sponsorships focused on wellness, healthy eating BEHAVIORAL HEALTH: - Created a webpage with information and resources related to Mental Health and Substance Abuse - Provider to provider telephone consults (C) SIGNIFICANT HEALTH NEEDS NOT PRIORITIZED While Banner Health seeks to improve all health and address all needs of our community, it is not feasible or realistic to take an isolated approach to those issues. We have come to realize the value of a community wide collective impact approach. Though we cannot address all the issues identified in the CHNA report, we are being proactive by partnering with the Health Improvement Partnerships of Maricopa County to strategically address issues identified in our CCHNA report and common to other parts of the community. We will be looking at collective impact partnerships in which we agree upon common goals or agendas; agree upon measures; maintain excellent and continuous communications; utilize the continued backbone support of Maricopa County Department of Public Health; and be intentional and reinforcing with the activities and strategies we coordinate. While we will continue to offer programs and services within the hospital to specifically address the top issues found in our report, we will now seek to utilize the power of a community-wide approach to addressing the other issues found in our CHNA report. We are currently in talks with the HIPMC collaborative to design a strategic plan that will address, not only our health needs, but the health needs of all Maricopa County residents. Decreasing Alcohol and Tobacco use is one example of a need identified but not prioritized by Banner Health. This issue was addressed in the previous cycle and because we saw a positive impact in the number of users, we wanted to address one of the more pressing needs in our community. Air quality was another topic of discussion, but we felt the need was better suited to be addressed by another community agency with more experience in that realm. While we know improved air quality can have an impact on chronic diseases, we felt comfortable potentially addressing any areas related to this in the ongoing improvement plans for chronic disease.
(3) BANNER UNIVERSITY MEDICAL CENTER TUCSON (A) PRIORITIES 1. Anxiety and depression spectrum disorders (Mental and Behavioral Health) 2. Substance abuse and dependency (Mental and Behavioral Health) 3. Injuries, Accidents and Chronic Pain 4. Diabetes (B) Impact of Actions Taken Since Preceding CHNA This is the first Community Health Needs Assessment completed for Banner-university Medical Centers Tucson and South under Banner ownership and there were no previous actions measured or benchmarks to report against. (C) SIGNIFICANT HEALTH NEEDS NOT PRIORITIZED 1. CARDIOVASCULAR DISEASE 2. CULTURALLY & LINGUISTICALLY APPROPRIATELY SERVICES 3. ORAL / DENTAL HEALTH 4. FINANCIAL HEALTH 5. HOME ENVIRONMENT AS TIED TO HEALTH OUTCOMES 6. ACCESS TO EARLY INTERVENTION 7. DEGENERATIVE DISEASES 8. DIRECT CARE WORKFORCE 9. HEALTH LITERACY 10. LESBIAN, GAY, BISEXUAL AND TRANSGENDER (LGBT) HEALTH
(4) BANNER THUNDERBIRD MEDICAL CENTER (A) PRIORITIES 1. ACCESS TO CARE 2. Mental/Behavioral Health 3. Chronic Disease including Alcohol (B) Impact of Actions Taken Since Preceding CHNA ACCESS TO CARE: - Promoted participation in MyBanner (online patient portal) - Offered educational materials and links to community resources related to the insurance marketplace - Promoted internal and external community resources that support preventative and maintenance care via the facility website - Offered and participate in free health activities (screenings, heaLth fairs, blood drives) CHRONIC DISEASE: - Developed a Chronic Disease webpage on the facility website to increase on-line educational opportunities and resource awareness - Expanded Diabetic Education and Nutrition programs - Provided health screenings and educational materials TOBACCO/SMOKING: - Partnered with the State Quit Line to build the Proactive Referral into the Banner Medical Group clinic workflows - Supported a Tobacco Free campus OBESITY/NUTRITION: - Sponsorships focused on wellness, healthy eating BEHAVIORAL HEALTH: - Created a webpage with information and resources related to Mental Health and Substance Abuse - Added Electroconvulsive Therapy (ECT) - Offered Post-Partum Support Groups - Added 12 Inpatient Behavioral Health beds (C) SIGNIFICANT HEALTH NEEDS NOT PRIORITIZED While Banner Health seeks to improve all health and address all needs of our community, it is not feasible or realistic to take an isolated approach to those issues. We have come to realize the value of a community wide collective impact approach. Though we cannot address all the issues identified in the CHNA report, we are being proactive by partnering with the Health Improvement Partnerships of Maricopa County to strategically address issues identified in our CCHNA report and common to other parts of the community. We will be looking at collective impact partnerships in which we agree upon common goals or agendas; agree upon measures; maintain excellent and continuous communications; utilize the continued backbone support of Maricopa County Department of Public Health; and be intentional and reinforcing with the activities and strategies we coordinate. While we will continue to offer programs and services within the hospital to specifically address the top issues found in our report, we will now seek to utilize the power of a community-wide approach to addressing the other issues found in our CHNA report. We are currently in talks with the HIPMC collaborative to design a strategic plan that will address, not only our health needs, but the health needs of all Maricopa County residents. Decreasing Alcohol and Tobacco use is one example of a need identified but not prioritized by Banner Health. This issue was addressed in the previous cycle and because we saw a positive impact in the number of users, we wanted to address one of the more pressing needs in our community. Air quality was another topic of discussion, but we felt the need was better suited to be addressed by another community agency with more experience in that realm. While we know improved air quality can have an impact on chronic diseases, we felt comfortable potentially addressing any areas related to this in the ongoing improvement plans for chronic disease.
(5) BANNER GATEWAY MEDICAL CENTER (A) PRIORITIES 1. ACCESS TO CARE 2. Mental/Behavioral Health 3. CHRONIC DISEASE (B) Impact of Actions Taken Since Preceding CHNA ACCESS TO CARE: - Promoted participation in MyBanner (online patient portal) - Offered educational materials and links to community resources related to the insurance marketplace - Promoted internal and external community resources that support preventative and maintenance care via the facility website - Offered and participate in free health activities (screenings, health fairs, blood drives) CHRONIC DISEASE: - Developed a Chronic Disease webpage on the facility website to increase on-line educational opportunities and resource awareness - Expanded Diabetic Education and Nutrition programs - Provided health screenings and educational materials - Added oncology massage therapy TOBACCO/SMOKING: - Partnered with the State Quit Line to build the Proactive Referral into the Banner Medical Group clinic workflows - Supported a Tobacco Free campus - Added a Tobacco Recovery Program OBESITY/NUTRITION: - Sponsorships focused on wellness, healthy eating - Added "Nutrition Basics" program BEHAVIORAL HEALTH: - Created a webpage with information and resources related to Mental Health and Substance Abuse - Offered Banner Psychological services in clinics (C) SIGNIFICANT HEALTH NEEDS NOT PRIORITIZED While Banner Health seeks to improve all health and address all needs of our community, it is not feasible or realistic to take an isolated approach to those issues. We have come to realize the value of a community wide collective impact approach. Though we cannot address all the issues identified in the CHNA report, we are being proactive by partnering with the Health Improvement Partnerships of Maricopa County to strategically address issues identified in our CCHNA report and common to other parts of the community. We will be looking at collective impact partnerships in which we agree upon common goals or agendas; agree upon measures; maintain excellent and continuous communications; utilize the continued backbone support of Maricopa County Department of Public Health; and be intentional and reinforcing with the activities and strategies we coordinate. While we will continue to offer programs and services within the hospital to specifically address the top issues found in our report, we will now seek to utilize the power of a community-wide approach to addressing the other issues found in our CHNA report. We are currently in talks with the HIPMC collaborative to design a strategic plan that will address, not only our health needs, but the health needs of all Maricopa County residents. Decreasing Alcohol and Tobacco use is one example of a need identified but not prioritized by Banner Health. This issue was addressed in the previous cycle and because we saw a positive impact in the number of users, we wanted to address one of the more pressing needs in our community. Air quality was another topic of discussion, but we felt the need was better suited to be addressed by another community agency with more experience in that realm. While we know improved air quality can have an impact on chronic diseases, we felt comfortable potentially addressing any areas related to this in the ongoing improvement plans for chronic disease.
(6) NORTH COLORADO MEDICAL CENTER (A) PRIORITIES 1. ACCESS TO CARE 2. BEHAVIORAL HEALTH/SUBSTANCE ABUSE 3. CHRONIC DISEASE (B) Impact of Actions Taken Since Preceding CHNA ACCESS TO CARE: - Promoted participation in MyBanner (online patient portal) - Offered educational materials and links to community resources related to the insurance marketplace - Promoted internal and external community resources that support preventative and maintenance care via the facility website CHRONIC DISEASE: - Develop a Chronic Disease webpage on the facility website to increase on-line educational opportunities and resource awareness - Expanded Diabetic Education and Nutrition programs - Provided health screenings and educational materials Mental Health: - Created a webpage with information and resources related to Mental Health and Substance Abuse - Provider to provider telephone consults TOBACCO/SMOKING: - Partnered with the State Quit Line to build the Proactive Referral into the Banner Medical Group clinic workflows - Supported a Tobacco Free campus OBESITY/NUTRITION: - Sponsorships focused on wellness, healthy eating - Online education, support and recipes (C) SIGNIFICANT NEEDS IDENTIFIED BUT NOT PRIORITIZED Although there are many important needs in the community, the following are not something the CAC felt could be prioritized at this time. Dental: - A lack of dental care was a concern to the group, but they felt that until access to care was addressed there was nothing significant that could be done to positively impact this issue. Specialty Care: - Increased specialty care was a topic that seemed to gain some traction. There was productive discussion on potential affiliations with out of network physicians specifically related to neurology, orthopedics, GI and dermatology. It was ultimately determined that the hospital facilities need to expand access to primary care physicians first, which is something already prioritized. Homelessness: - The cost and impact of homelessness in the Colorado area on healthcare resources was an interesting topic. Though we have not had another facility bring this up, the group felt it was an increasing strain on the already stretched resources within the community. There was discussion about the social services already available in the community and the group felt it was sufficient for the time being.
(7) BANNER ESTRELLA MEDICAL CENTER (A) PRIORITIES 1. ACCESS TO CARE 2. Mental/Behavioral Health 3. Chronic Disease including Alcohol (B) Impact of Actions Taken Since Preceding CHNA ACCESS TO CARE: - Promoted participation in MyBanner (online patient portal) - Offered educational materials and links to community resources related to the insurance marketplace - Promoted internal and external community resources that support preventative and maintenance care via the facility website - Offered and participate in free health activities (screenings, health fairs, blood drives) CHRONIC DISEASE: - Developed a Chronic Disease webpage on the facility website to increase on-line educational opportunities and resource awareness - Expanded Diabetic Education and Nutrition programs - Provided health screenings and educational materials TOBACCO/SMOKING: - Partnered with the State Quit Line to build the Proactive Referral into the Banner Medical Group clinic workflows - Supported a Tobacco Free campus OBESITY/NUTRITION: - Sponsorships focused on wellness, healthy eating - Highlighted healthy cafeteria options BEHAVIORAL HEALTH: - Created a webpage with information and resources related to Mental Health and Substance Abuse - Provider to provider telephone consults (C) SIGNIFICANT HEALTH NEEDS NOT PRIORITIZED While Banner Health seeks to improve all health and address all needs of our community, it is not feasible or realistic to take an isolated approach to those issues. We have come to realize the value of a community wide collective impact approach. Though we cannot address all the issues identified in the CHNA report, we are being proactive by partnering with the Health Improvement Partnerships of Maricopa County to strategically address issues identified in our CCHNA report and common to other parts of the community. We will be looking at collective impact partnerships in which we agree upon common goals or agendas; agree upon measures; maintain excellent and continuous communications; utilize the continued backbone support of Maricopa County Department of Public Health; and be intentional and reinforcing with the activities and strategies we coordinate. While we will continue to offer programs and services within the hospital to specifically address the top issues found in our report, we will now seek to utilize the power of a community-wide approach to addressing the other issues found in our CHNA report. We are currently in talks with the HIPMC collaborative to design a strategic plan that will address, not only our health needs, but the health needs of all Maricopa County residents. Decreasing Alcohol and Tobacco use is one example of a need identified but not prioritized by Banner Health. This issue was addressed in the previous cycle and because we saw a positive impact in the number of users, we wanted to address one of the more pressing needs in our community. Air quality was another topic of discussion, but we felt the need was better suited to be addressed by another community agency with more experience in that realm. While we know improved air quality can have an impact on chronic diseases, we felt comfortable potentially addressing any areas related to this in the ongoing improvement plans for chronic disease.
(8) BANNER BOSWELL MEDICAL CENTER (A) PRIORITIES 1. ACCESS TO CARE 2. BEHAVIORAL HEALTH/SUBSTANCE ABUSE 3. CHRONIC DISEASE (B) Impact of Actions Taken Since Preceding CHNA ACCESS TO CARE: - Promoted participation in MyBanner (online patient portal) - Offered educational materials and links to community resources related to the insurance marketplace - Promoted internal and external community resources that support preventative and maintenance care via the facility website - Offered and participate in free health activities (screenings, health fairs, blood drives) - Conducted several health expos concerning preventative breast cancer screenings and low dose lung CT screenings. - Conducted several community lecture events that included heart health prevention (signs & symptoms), Stroke, Aphasia, Diabetes, and Alzheimers. CHRONIC DISEASE: - Developed a Chronic Disease webpage on the facility website to increase on-line educational opportunities and resource awareness - Expanded Diabetic Education and Nutrition programs - Provided health screenings and educational materials - Comprehensive rehabilitation strategies for the geriatric patient TOBACCO/SMOKING: - Partnered with the State Quit Line to build the Proactive Referral into the Banner Medical Group clinic workflows - Supported a Tobacco Free campus OBESITY/NUTRITION: - Sponsorships focused on wellness, healthy eating - Conducted several community lectures concerning "eating heart healthy" BEHAVIORAL HEALTH: - Created a webpage with information and resources related to Mental Health and Substance Abuse - Provider to provider telephone consults (C) SIGNIFICANT HEALTH NEEDS NOT PRIORITIZED While Banner Health seeks to improve all health and address all needs of our community, it is not feasible or realistic to take an isolated approach to those issues. We have come to realize the value of a community wide collective impact approach. Though we cannot address all the issues identified in the CHNA report, we are being proactive by partnering with the Health Improvement Partnerships of Maricopa County to strategically address issues identified in our CCHNA report and common to other parts of the community. We will be looking at collective impact partnerships in which we agree upon common goals or agendas; agree upon measures; maintain excellent and continuous communications; utilize the continued backbone support of Maricopa County Department of Public Health; and be intentional and reinforcing with the activities and strategies we coordinate. While we will continue to offer programs and services within the hospital to specifically address the top issues found in our report, we will now seek to utilize the power of a community-wide approach to addressing the other issues found in our CHNA report. We are currently in talks with the HIPMC collaborative to design a strategic plan that will address, not only our health needs, but the health needs of all Maricopa County residents. Decreasing Alcohol and Tobacco use is one example of a need identified but not prioritized by Banner Health. This issue was addressed in the previous cycle and because we saw a positive impact in the number of users, we wanted to address one of the more pressing needs in our community. Air quality was another topic of discussion, but we felt the need was better suited to be addressed by another community agency with more experience in that realm. While we know improved air quality can have an impact on chronic diseases, we felt comfortable potentially addressing any areas related to this in the ongoing improvement plans for chronic disease.
(9) BANNER DEL E. WEBB MEDICAL CENTER (A) PRIORITIES 1. ACCESS TO CARE 2. Mental/Behavioral Health 3. CHRONIC DISEASE (B) Impact of Actions Taken Since Preceding CHNA ACCESS TO CARE: - Promoted participation in MyBanner (online patient portal) - Offered educational materials and links to community resources related to the insurance marketplace - Promoted internal and external community resources that support preventative and maintenance care via the facility website - Offered and participate in free health activities (screenings, health fairs, blood drives) CHRONIC DISEASE: - Developed a Chronic Disease webpage on the facility website to increase on-line educational opportunities and resource awareness - Expanded Diabetic Education and Nutrition programs - Provided health screenings and educational materials - Provided monthly support groups for Stroke patients and families TOBACCO/SMOKING: - Partnered with the State Quit Line to build the Proactive Referral into the Banner Medical Group clinic workflows - Supported a Tobacco Free campus OBESITY/NUTRITION: - Sponsorships focused on wellness, healthy eating BEHAVIORAL HEALTH: - Created a webpage with information and resources related to Mental Health and Substance Abuse - Added 22 adult behavioral beds - Services provided for abuse, depression and grief (C) SIGNIFICANT HEALTH NEEDS NOT PRIORITIZED While Banner Health seeks to improve all health and address all needs of our community, it is not feasible or realistic to take an isolated approach to those issues. We have come to realize the value of a community wide collective impact approach. Though we cannot address all the issues identified in the CHNA report, we are being proactive by partnering with the Health Improvement Partnerships of Maricopa County to strategically address issues identified in our CCHNA report and common to other parts of the community. We will be looking at collective impact partnerships in which we agree upon common goals or agendas; agree upon measures; maintain excellent and continuous communications; utilize the continued backbone support of Maricopa County Department of Public Health; and be intentional and reinforcing with the activities and strategies we coordinate. While we will continue to offer programs and services within the hospital to specifically address the top issues found in our report, we will now seek to utilize the power of a community-wide approach to addressing the other issues found in our CHNA report. We are currently in talks with the HIPMC collaborative to design a strategic plan that will address, not only our health needs, but the health needs of all Maricopa County residents. Decreasing Alcohol and Tobacco use is one example of a need identified but not prioritized by Banner Health. This issue was addressed in the previous cycle and because we saw a positive impact in the number of users, we wanted to address one of the more pressing needs in our community. Air quality was another topic of discussion, but we felt the need was better suited to be addressed by another community agency with more experience in that realm. While we know improved air quality can have an impact on chronic diseases, we felt comfortable potentially addressing any areas related to this in the ongoing improvement plans for chronic disease.
(10) BANNER BAYWOOD MEDICAL CENTER (A) PRIORITIES 1. ACCESS TO CARE 2. Mental/Behavioral Health 3. CHRONIC DISEASE (B) Impact of Actions Taken Since Preceding CHNA ACCESS TO CARE: - Promoted participation in MyBanner (online patient portal) - Offered educational materials and links to community resources related to the insurance marketplace - Promoted internal and external community resources that support preventative and maintenance care via the facility website - Offered and participate in free health activities (screenings, health fairs, blood drives) CHRONIC DISEASE: - Developed a Chronic Disease webpage on the facility website to increase on-line educational opportunities and resource awareness - Expanded Diabetic Education and Nutrition programs - Provided health screenings and educational materials TOBACCO/SMOKING: - Partnered with the State Quit Line to build the Proactive Referral into the Banner Medical Group clinic workflows - Supported a Tobacco Free campus OBESITY/NUTRITION: - Sponsorships focused on wellness, healthy eating - Highlighted healthy cafeteria options BEHAVIORAL HEALTH: - Create a webpage with information and resources related to Mental Health and Substance Abuse - Provider to provider telephone consults (C) SIGNIFICANT HEALTH NEEDS NOT PRIORITIZED While Banner Health seeks to improve all health and address all needs of our community, it is not feasible or realistic to take an isolated approach to those issues. We have come to realize the value of a community wide collective impact approach. Though we cannot address all the issues identified in the CHNA report, we are being proactive by partnering with the Health Improvement Partnerships of Maricopa County to strategically address issues identified in our CCHNA report and common to other parts of the community. We will be looking at collective impact partnerships in which we agree upon common goals or agendas; agree upon measures; maintain excellent and continuous communications; utilize the continued backbone support of Maricopa County Department of Public Health; and be intentional and reinforcing with the activities and strategies we coordinate. While we will continue to offer programs and services within the hospital to specifically address the top issues found in our report, we will now seek to utilize the power of a community-wide approach to addressing the other issues found in our CHNA report. We are currently in talks with the HIPMC collaborative to design a strategic plan that will address, not only our health needs, but the health needs of all Maricopa County residents. Decreasing Alcohol and Tobacco use is one example of a need identified but not prioritized by Banner Health. This issue was addressed in the previous cycle and because we saw a positive impact in the number of users, we wanted to address one of the more pressing needs in our community. Air quality was another topic of discussion, but we felt the need was better suited to be addressed by another community agency with more experience in that realm. While we know improved air quality can have an impact on chronic diseases, we felt comfortable potentially addressing any areas related to this in the ongoing improvement plans for chronic disease.
(11) BANNER UNIVERSITY MEDICAL CENTER Tucson and South (A) PRIORITIES 1. Anxiety and depression spectrum disorders (Mental and Behavioral Health) 2. Substance abuse and dependency (Mental and Behavioral Health) 3. Injuries, Accidents and Chronic Pain 4. Diabetes (B) Impact of Actions Taken Since Preceding CHNA This is the first Community Health Needs Assessment completed for Banner-University Medical Centers Tucson and South under Banner ownership and there were no previous actions measured or benchmarks to report against. (C) SIGNIFICANT HEALTH NEEDS NOT PRIORITIZED 1. CARDIOVASCULAR DISEASE 2. CULTURALLY & LINGUISTICALLY APPROPRIATELY SERVICES 3. ORAL / DENTAL HEALTH 4. FINANCIAL HEALTH 5. HOME ENVIRONMENT AS TIED TO HEALTH OUTCOMES 6. ACCESS TO EARLY INTERVENTION 7. DEGENERATIVE DISEASES 8. DIRECT CARE WORKFORCE 9. HEALTH LITERACY 10. LESBIAN, GAY, BISEXUAL AND TRANSGENDER (LGBT) HEALTH
(12) BANNER HEART HOSPITAL (A) PRIORITIES 1. ACCESS TO CARE 2. Mental/Behavioral Health 3. CHRONIC DISEASE (B) Impact of Actions Taken Since Preceding CHNA ACCESS TO CARE: - Promoted participation in MyBanner (online patient portal) - Offered educational materials and links to community resources related to the insurance marketplace - Promoted internal and external community resources that support preventative and maintenance care via the facility website - Offered and participate in free health activities (screenings, health fairs, blood drives) CHRONIC DISEASE: - Developed a Chronic Disease webpage on the facility website to increase on-line educational opportunities and resource awareness - Expanded Diabetic Education and Nutrition programs - Provided health screenings and educational materials TOBACCO/SMOKING: - Partnered with the State Quit Line to build the Proactive Referral into the Banner Medical Group clinic workflows - Supported a Tobacco Free campus OBESITY/NUTRITION: - Sponsorships focused on wellness, healthy eating BEHAVIORAL HEALTH: - Created a webpage with information and resources related to Mental Health and Substance Abuse - Provider to provider telephone consults (C) SIGNIFICANT HEALTH NEEDS NOT PRIORITIZED While Banner Health seeks to improve all health and address all needs of our community, it is not feasible or realistic to take an isolated approach to those issues. We have come to realize the value of a community wide collective impact approach. Though we cannot address all the issues identified in the CHNA report, we are being proactive by partnering with the Health Improvement Partnerships of Maricopa County to strategically address issues identified in our CCHNA report and common to other parts of the community. We will be looking at collective impact partnerships in which we agree upon common goals or agendas; agree upon measures; maintain excellent and continuous communications; utilize the continued backbone support of Maricopa County Department of Public Health; and be intentional and reinforcing with the activities and strategies we coordinate. While we will continue to offer programs and services within the hospital to specifically address the top issues found in our report, we will now seek to utilize the power of a community-wide approach to addressing the other issues found in our CHNA report. We are currently in talks with the HIPMC collaborative to design a strategic plan that will address, not only our health needs, but the health needs of all Maricopa County residents. Decreasing Alcohol and Tobacco use is one example of a need identified but not prioritized by Banner Health. This issue was addressed in the previous cycle and because we saw a positive impact in the number of users, we wanted to address one of the more pressing needs in our community. Air quality was another topic of discussion, but we felt the need was better suited to be addressed by another community agency with more experience in that realm. While we know improved air quality can have an impact on chronic diseases, we felt comfortable potentially addressing any areas related to this in the ongoing improvement plans for chronic disease.
(13) BANNER MCKEE MEDICAL CENTER (A) PRIORITIES 1. ACCESS TO CARE 2. BEHAVIORAL HEALTH/SUBSTANCE ABUSE 3. CHRONIC DISEASE (B) Impact of Actions Taken Since Preceding CHNA ACCESS TO CARE: - Promoted participation in MyBanner (online patient portal) - Offered educational materials and links to community resources related to the insurance marketplace - Promoted internal and external community resources that support preventative and maintenance care via the facility website CHRONIC DISEASE: - Developed a Chronic Disease webpage on the facility website to increase on-line educational opportunities and resource awareness - Expanded Diabetic Education and Nutrition programs - Provided health screenings and educational materials BEHAVIORAL HEALTH: - Created a webpage with information and resources related to Mental Health and Substance Abuse - Provider to provider telephone consults TOBACCO/SMOKING: - Partnered with the State Quit Line to build the Proactive Referral into the Banner Medical Group clinic workflows - Supported a Tobacco Free campus OBESITY/NUTRITION: - Sponsorships focused on wellness, healthy eating - Online education, support and recipes (C) SIGNIFICANT HEALTH NEEDS IDENTIFIED BUT NOT PRIORITIZED Although there are many important needs in the community, the following are not something the CAC felt could be prioritized at this time. Dental: - A lack of dental care was a concern to the group, but they felt that until access to care was addressed there was nothing significant that could be done to positively impact this issue. Specialty Care: - Increased specialty care was a topic that seemed to gain some traction. There was productive discussion on potential affiliations with out of network physicians specifically related to neurology, orthopedics, GI and dermatology. It was ultimately determined that the hospital facilities need to expand access to primary care physicians first, which is something already prioritized. Homelessness: - The cost and impact of homelessness in the Colorado area on healthcare resources was an interesting topic. Though we have not had another facility bring this up, the group felt it was an increasing strain on the already stretched resources within the community. There was discussion about the social services already available in the community and the group felt it was sufficient for the time being.
(14) BANNER CASA GRANDE MEDICAL CENTER (A) PRIORITIES: 1. Physical Activity and Nutrition 2. Substance Abuse 3. Mental Health (B) NEEDS IDENTIFIED BUT NOT PRIORITIZED: Although there are many important needs in the community, the following are not something the hospital felt could be prioritized at this time due to limited resources. - Hypertension - Diabetes - Accident and Injury Prevention - Oral Health - Lack of Primary Care Providers - Lack of Specialists - Access to Affordable Care - Transportation - Access to Affordable Fresh Fruit & Vegetables
(15) BANNER IRONWOOD MEDICAL CENTER (A) PRIORITIES 1. Behavioral Health/Substance Abuse 2. Access to Care 3. Chronic Disease (B) Impact of Actions Taken Since Preceding CHNA Access to Care: - Promoted participation in MyBanner (online patient portal) - Offered educational materials and links to community resources related to the insurance marketplace - Promoted internal and external community resources that support preventative and maintenance care via the facility website - Offered and participate in free health activities (screenings, health fairs, blood drives) Chronic Disease - Developed a Chronic Disease webpage on the facility website to increase on-line educational opportunities and resource awareness - Expanded Diabetic Education and Nutrition programs - Provided health screenings and educational materials Tobacco/Smoking - Partnered with the State Quit Line to build the Proactive Referral into the Banner Medical Group clinic workflows - Supported a Tobacco Free campus Behavioral Health - Created a webpage with information and resources related to Mental Health and Substance Abuse - Provider to provider telephone consults Obesity/Nutrition - Sponsorships focused on wellness, healthy eating - Online resources, education, recipes (C) SIGNIFICANT HEALTH NEEDS NOT PRIORITIZED Although there are many important needs in the community, the following are not something the CAC felt could be prioritized at this time. Nutrition: Nutrition is an issue mostly because services are not coordinated. Apache Junction food bank, although appreciative of everything they receive, finds that donations are not necessarily the most nutritious. Also, many of the homeless need food that does not need to be cooked. This is something the food bank is taking ownership on. Dental Care: The ratio of patients per dental provider, according to the County Health Rankings & Roadmaps is 3,290:1 which is much higher than the National Benchmark of 1,340:1. The group felt there was adequate need for increased services and providers. Senior Services: There are very few services available for seniors which makes sense considering the predominately young population. No skilled facility is located within 20 miles for the elderly. At one time, fresh meals were delivered but that is no longer happening. Queen Creek has a once a week senior program. Many young families are struggling with taking care of aging parents and it was suggested that churches be looked at to see what type of care they are able to provide. Without significant capital investments, the group felt they didnt have the expertise to address this need. Teen Pregnancy: Although teenaged pregnancy is decreasing, it is still an issue. High schools need help to find support. Pinal County is not that much higher than the U.S. benchmark, but it is significantly higher than the state of Arizona. The high school does address this in health classes though. alcohol abuse is taught to sixth graders but not pregnancy prevention.
(16) STERLING REGIONAL MEDICAL CENTER (A) PRIORITIES 1. ACCESS TO CARE 2. BEHAVIORAL HEALTH/SUBSTANCE ABUSE 3. CHRONIC DISEASE (B) Impact of Actions Taken Since Preceding CHNA ACCESS TO CARE: - Promoted participation in MyBanner (online patient portal) - Offered educational materials and links to community resources related to the insurance marketplace - Promoted internal and external community resources that support preventative and maintenance care via the facility website CHRONIC DISEASE: - Develop a Chronic Disease webpage on the facility website to increase on-line educational opportunities and resource awareness - Expanded Diabetic Education and Nutrition programs - Provided health screenings and educational materials TOBACCO/SMOKING: - Partnered with the State Quit Line to build the Proactive Referral into the Banner Medical Group clinic workflows - Supported a Tobacco Free campus OBESITY/NUTRITION: - Sponsorships focused on wellness, healthy eating - Online education, support and recipes (C) SIGNIFICANT NEEDS IDENTIFIED BUT NOT PRIORITIZED Although there are many important needs in the community, the following are not something the CAC felt could be prioritized at this time due to another organization already addressing the need or a lack of expertise and/or financial limitations: Dental Care: - There was concern about many dentists retiring and having difficulty being replaced. Appointments to see a dentist can often be long and there is no after-hours care. However, because a local agency, Salud, started offering dental care it has had a significant impact and there are now 4 dentists in town. There will also be a new program called Virtual Dental where a hygienist will go to a patients home and send results back to the dentist. Though it will take about a month to get an appointment, they will try to get patients in for emergencies that same day. Women and Infant Services: - Though there is currently a program called "Baby Bear Hugs," which guides pregnant, high -risk moms through the healthcare system, there are not enough providers to sustain the program. The CAC discussed the need for more services for infants but it was ultimately realized that until access to care barriers were fixed, such as shortages of primary care and specialty physicians, there was little that could be done. Sexually Transmitted Infections: - With higher rates of sexually transmitted infections, the CAC was concerned about a lack of relevant education in the school system. The public health department reported that they normally see higher rates of STIs in the beginning of the school year and during spring breaks. They are currently working on plan so the CAC did not feel it needed to be prioritized.
(17) BANNER CHURCHILL COMMUNITY HOSPITAL (A) PRIORITIES 1. ACCESS TO CARE 2. BEHAVIORAL HEALTH/SUBSTANCE ABUSE 3. CHRONIC DISEASE (B) Impact of Actions Taken Since Preceding CHNA ACCESS TO CARE: - Appointment scheduling/Promote "MyBanner" online portal - Offered educational materials and links via BannerHealth.com - Resources to insurance marketplace - Free community vaccination clinic - 3D mammography tomosynthesis - Direct access endoscopy - Wellness Wednesdays discounted lab services - Community CPR classes - Childbirth classes - Active recruitment of providers CHRONIC DISEASE: - Offered educational materials and links via BannerHealth.com - Physicians facilitating events/media sources - Ladies Night Out - "Ask the Expert" - CME courses - Paramedic courtesy visits for high-risk patients - Pursuit of telemedicine capabilities - RN Case Manager Support BEHAVIORAL HEALTH: - Created a webpage with information and resources related to Mental Health and Substance Abuse Creation of on-call mental health team for ED - Expanded telehealth for behavioral and mental health patients - Sought out partnerships with regional health facilities - Paramedic transfer of behavioral patients - CEO participation on Churchill County Board of Health - Promoted expansion of mental health services - Mental health court partnerships TOBACCO/SMOKING: - "Quitline Nevada" - 1-800-QUITNOW - Partnership with Churchill County Coalition - Patient discharge instructions/information regarding smoking cessation opportunities from RN OBESITY/NUTRITION: - Sponsor/Support local activities: - Local 5Ks - Fallon Youth Club bike ride - No Hill 100 - "Healthy Choices Healthy You" coloring contest - Dietician nutritional consults - BCCH Activities Committee - BCCH walking path for employees/community - BCCH employee Biometrics health screenings - Caf/vending healthy options - Banner Healthy Eating Goals Bannerhealth.com: - Considerations for diet and disease/tips/recipes (C) SIGNIFICANT HEALTH NEEDS IDENTIFIED BUT NOT PRIORITIZED Although there are many important needs in the community, the following are not something the CAC felt could be prioritized at this time. Dental care: - The ratio of patients per dental provider, according to the County Health Rankings & Roadmaps is 1,500:1 which is higher than the National Benchmark of 1,340:1. The group felt there was adequate need for increased services and providers, but that the current access to dental care was enough to get by. Rehabilitation for drug/alcohol addiction: - This was another important topic, but the group felt that addressing behavioral and mental health had to come first before this issue could be dealt with. Also, they did not feel the resources existed as significant costs and infrastructure would be required. Affordability of care: - This was a high priority in our discussions. In fact, this seemed to be the highest ranked issue among our focus group. However, when we dug deeper into the issues, it was realized that until there was proper and sufficient access to services, affording care was less of the problem. This topic is something that can be addressed in the future once reasonable action for improving access to care surfaces.
(18) BANNER BEHAVIORAL HEALTH HOSPITAL (A) PRIORITIES 1. ACCESS TO CARE 2. BEHAVIORAL HEALTH/SUBSTANCE ABUSE 3. CHRONIC DISEASE (B) Impact of Actions Taken Since Preceding CHNA ACCESS TO CARE: - Promoted participation in MyBanner (online patient portal) - Offered educational materials and links to community resources related to the insurance marketplace - Promoted internal and external community resources that support preventative and maintenance care via the facility website - Offered and participate in free health activities (screenings, health fairs, blood drives) CHRONIC DISEASE: - Developed a Chronic Disease webpage on the facility website to increase on-line educational opportunities and resource awareness - Expanded Diabetic Education and Nutrition programs - Provided health screenings and educational materials TOBACCO/SMOKING: - Partnered with the State Quit Line to build the Proactive Referral into the Banner Medical Group clinic workflows - Supported a Tobacco Free campus OBESITY/NUTRITION: - Sponsorships focused on wellness, healthy eating BEHAVIORAL HEALTH: - Create a webpage with information and resources related to Mental Health and Substance Abuse - Provider to provider telephone consults - Partnered with Banner Psychiatric Center to deploy tele-health services to patients presenting in the Emergency Department with mental health and or substance abuse issues (C) SIGNIFICANT HEALTH NEEDS NOT PRIORITIZED While Banner Health seeks to improve all health and address all needs of our community, it is not feasible or realistic to take an isolated approach to those issues. We have come to realize the value of a community wide collective impact approach. Though we cannot address all the issues identified in the CHNA report, we are being proactive by partnering with the Health Improvement Partnerships of Maricopa County to strategically address issues identified in our CCHNA report and common to other parts of the community. We will be looking at collective impact partnerships in which we agree upon common goals or agendas; agree upon measures; maintain excellent and continuous communications; utilize the continued backbone support of Maricopa County Department of Public Health; and be intentional and reinforcing with the activities and strategies we coordinate. While we will continue to offer programs and services within the hospital to specifically address the top issues found in our report, we will now seek to utilize the power of a community-wide approach to addressing the other issues found in our CHNA report. We are currently in talks with the HIPMC collaborative to design a strategic plan that will address, not only our health needs, but the health needs of all Maricopa County residents. Decreasing Alcohol and Tobacco use is one example of a need identified but not prioritized by Banner Health. This issue was addressed in the previous cycle and because we saw a positive impact in the number of users, we wanted to address one of the more pressing needs in our community. Air quality was another topic of discussion, but we felt the need was better suited to be addressed by another community agency with more experience in that realm. While we know improved air quality can have an impact on chronic diseases, we felt comfortable potentially addressing any areas related to this in the ongoing improvement plans for chronic disease.
(19) BANNER LASSEN MEDICAL CENTER CRITICAL ACCESS (A) PRIORITIES 1. ACCESS TO CARE 2. BEHAVIORAL HEALTH/SUBSTANCE ABUSE 3. CHRONIC DISEASE (B) Impact of Actions Taken Since Preceding CHNA ACCESS TO CARE: - Promoted participation in MyBanner (online patient portal) - Offered educational materials and links to community resources related to the insurance marketplace - Promoted internal and external community resources that support preventative and maintenance care via the facility website - Offered and participated in free health activities (screenings, health fairs, blood drives) CHRONIC DISEASE: - Developed a Chronic Disease webpage on the facility website to increase on-line educational opportunities and resource awareness - Offered "Manicures, Massages and Mammograms" for community members BEHAVIORAL HEALTH: - Created a webpage with information and resources related to Mental Health and Substance Abuse - Provider to provider telephone consults TOBACCO/SMOKING: - Partnered with the State Quit Line to build the Proactive Referral into the Banner Medical Group clinic workflows - Supported a Tobacco Free campus OBESITY/NUTRITION: - Sponsorships focused on wellness, healthy eating - Online education, support and recipes (C) SIGNIFICANT HEALTH NEEDS IDENTIFIED BUT NOT PRIORITIZED Due to limited resources and staffing, there were many needs that came up but were ultimately left out of the priorities as the potential for impact was deemed insignificant or it was already being addressed elsewhere. Suicide among Adults: - Because Lassen is home to two correctional facilities, the high suicide/depression rate of correctional officers is very high. The shortage of officers, exhaustion, turbulent work environment, and difficult population all play a role. There were also high incidences of domestic violence and PTSD in this field. The CAC did not feel they had the resources to address this need. Senior Care: - It was pointed out that Home Health and hospice are not something readily accessible in the community, and for the services that are offered, most are only accepting Medicare. Although there are other Banner facilities that offer this service, Banner Lassen is not one of them and it was discussed that this is something not realistically changing in the near future without a capital investment. The financial implications made this difficult to address. Transportation: - While transportation is tied to access to care, the focus group participants felt it was important enough to stand out on its own. Due to the proximity of specialized care, many patients inside Susanville are not able to afford to take time off of work and drive to Reno, which is the closest area for care not found in Lassen County. Aside from the financial burden this creates, many people are also not well enough to make the trip. The almost 300 miles required to get to Reno is a difficult trek for ill patients. Due to other services provided in the community, the group felt this was being adequately addressed.
(20) BANNER PAYSON MEDICAL CENTER (A) PRIORITIES 1. Behavioral Health, including mental health and substance abuse 2. Access to Care 3. Chronic Disease Management, with a focus on diabetes and heart disease (B) Impact of Actions Taken Since Preceding CHNA This is the first Community Health Needs Assessment completed for BANNER PAYSON MEDICAL CENTER and there were no previous actions measured. C) SIGNIFICANT HEALTH NEEDS NOT PRIORITIZED Obesity: -The group was concerned about the lack of healthy eating education and wellness programs for the community. While the data shows that Gila County is getting worse in this area, it is only slightly higher than the state and national benchmarks and the group also felt there could be simple solutions to improving access to this education and training. Housing Issues: -While the data shows a higher rate of severe housing problems than the national benchmark, it is still lower than the state and something the group did not feel needed to be addressed at this time as there were few realistic resources to leverage. Adolescent population: -While there was a significant concern about the younger population, especially surrounding teenage pregnancy and STI rates, the data did not support prioritizing that as one of the top unmet needs. This is mostly due to the fact that the majority of the population is over the age of 65.
(21) BANNER FORT COLLINS MEDICAL CENTER (A) PRIORITIES 1. ACCESS TO CARE 2. Behavioral Health, including mental health and substance abuse 3. Chronic Disease Management, with a focus on diabetes and heart disease (B) Impact of Actions Taken Since Preceding CHNA This is the first Community Health Needs Assessment completed for Banner Ft. Collins Medical Center and there were no previous actions measured. (C) SIGNIFICANT NEEDS IDENTIFIED BUT NOT PRIORITIZED Although there are many important needs in the community, the following are not something the CAC felt could be prioritized at this time. Dental: - A lack of dental care was a concern to the group, but they felt that until access to care was addressed there was nothing significant that could be done to positively impact this issue. Specialty Care: - Increased specialty care was a topic that seemed to gain some traction. There was productive discussion on potential affiliations with out of network physicians specifically related to neurology, orthopedics, GI and dermatology. It was ultimately determined that the hospital facilities need to expand access to primary care physicians first, which is something already prioritized. Homelessness: - The cost and impact of homelessness in the Colorado area on healthcare resources was an interesting topic. Though we have not had another facility bring this up, the group felt it was an increasing strain on the already stretched resources within the community. There was discussion about the social services already available in the community and the group felt it was sufficient for the time being.
(22) EAST MORGAN HOSPITAL (A) PRIORITIES 1. ACCESS TO CARE 2. Mental/Behavioral Health 3. CHRONIC DISEASE (B) Impact of Actions Taken Since Preceding CHNA ACCESS TO CARE: - Promoted participation in MyBanner (online patient portal) - Offered educational materials and links to community resources related to the insurance marketplace - Promoted internal and external community resources that support preventative and maintenance care via the facility website - Extended clinic hours from 7am 8pm CHRONIC DISEASE: - Developed a Chronic Disease webpage on the facility website to increase on-line educational opportunities and resource awareness - Expanded Diabetic Education and Nutrition programs - Provided health screenings, cooking demos, diabetes education and educational materials at Health Fairs MENTAL HEALTH: - Create a webpage with information and resources related to Mental Health and Substance Abuse - Provider to provider telephone consults - Participated in community forums for addressing resource needs TOBACCO/SMOKING: - Created a webpage with information and resources related to mental health and substance abuse - Provider to provider telephone consults OBESITY/NUTRITION: - Sponsorships focused on wellness, healthy eating - Online education and support - Highlighted healthy cafeteria options - Partnered with Kaiser on "Weigh and Win" with a total of 800 lbs lost by 600 participants (C) SIGNIFICANT HEALTH NEEDS IDENTIFIED BUT NOT PRIORITIZED Although there are many important needs in the community, the following are not something the CAC felt could be prioritized at this time. Transportation: - While there are Case management teams in the hospital, when they discharge a patient who doesnt have a vehicle or cant drive, they cant get to their follow up appointments and often end up back in the emergency department. It was suggested that if a hospital could add transportation services, patient readmission numbers may decrease. Another problem seen is that some people who come in by ambulance dont have a ride home. This causes strains on resources. Sometimes employees and police officers will take patients home but can only take them so far. The group felt that a long-term strategy would be very difficult to accomplish without financial funding and discussed groups in town already addressing this area. Sexually Transmitted Infections: - With the advances in technology, there have been more sexually transmitted outbreaks. Mobile dating apps that have an anonymous sex focus, could have an impact on increased STIs but its very hard to capture that data unless it is self-reported. The health department thought that these cases had historically been controlled before the mainstream accessibility to "casual sex." Legalization of marijuana was seen as having an impact on this as well. Colorado has the second highest rates in country for STIs but the Health Department discussed measures they were taking towards improving this statistic.
(23) COMMUNITY HOSPITAL - TORRINGTON (A) PRIORITIES 1. ACCESS TO CARE 2. BEHAVIORAL HEALTH/SUBSTANCE ABUSE 3. CHRONIC DISEASE (B) Impact of Actions Taken Since Preceding CHNA ACCESS TO CARE: - Promoted participation in MyBanner (online patient portal) - Offered educational materials and links to community resources related to the insurance marketplace - Promoted internal and external community resources that support preventative and maintenance care via the facility website - Offered and participate in free health activities (screenings, health fairs, blood drives) CHRONIC DISEASE: - Developed a Chronic Disease webpage on the facility website to increase on-line educational opportunities and resource awareness - Expanded Diabetic Education and Nutrition programs - Provided health screenings and educational materials TOBACCO/SMOKING: - Partnered with the State Quit Line to build the Proactive Referral into the Banner Medical Group clinic workflows - Supported a Tobacco Free campus OBESITY/NUTRITION: - Sponsorships focused on wellness, healthy eating - Online education, support and recipes BEHAVIORAL HEALTH: - Created a webpage with information and resources related to Mental Health and Substance Abuse - Provider to provider telephone consults (C) SIGNIFICANT HEALTH NEEDS IDENTIFIED BUT NOT PRIORITIZED Although there are many important needs in the community, the following are not something the CAC felt could be prioritized at this time. Dental: - Overall health is an indicator of over-all accountability for dental care. Teaching the importance of good dental health doesnt seem to be important to a lot of people. The habit needs to be taught to children early on but if the parents dont value dental health, then the kids learn to not value the habit as well. Though there is already outreach happening in the community, the group would like to see more. The five dental providers in the community try to provide education and outreach so the group felt that was sufficient for the time being. Tobacco: - Though this issue didnt seem to be as important as the last cycle, the CAC pointed out the increase in the use of smokeless tobacco and e-cigarettes. There is currently a lot of support for people who want to quit, and while the hospital supports a smoke free campus, the CAC was pleased to see the rates of smoking decrease since the previous cycle of the CHNA.
(24) WASHAKIE MEDICAL CENTER (A) PRIORITIES 1. ACCESS TO CARE 2. BEHAVIORAL HEALTH/SUBSTANCE ABUSE 3. CHRONIC DISEASE (B) Impact of Actions Taken Since Preceding CHNA ACCESS TO CARE: - Promoted participation in MyBanner (online patient portal) - Offered educational materials and links to community resources related to the insurance marketplace - Promoted internal and external community resources that support preventative and maintenance care via the facility website - Offered and participate in free health activities (screenings, health fairs, blood drives) CHRONIC DISEASE: - Developed a Chronic Disease webpage on the facility website to increase on-line educational opportunities and resource awareness - Expanded Diabetic Education and Nutrition programs - Provided health screenings and educational materials TOBACCO/SMOKING: - Partnered with the State Quit Line to build the Proactive Referral into the Banner Medical Group clinic workflows - Supported a Tobacco Free campus OBESITY/NUTRITION: - Sponsorships focused on wellness, healthy eating - Online education, support and recipes BEHAVIORAL HEALTH: - Created a webpage with information and resources related to Mental Health and Substance Abuse - Provider to provider telephone consults (C) SIGNIFICANT HEALTH NEEDS IDENTIFIED BUT NOT PRIORITIZED Although there are many important needs in the community, the following are not something the CAC felt could be prioritized at this time. Senior Care: - The group felt that enough was being done in the community by social services to address the needs of seniors, but they did want to explore better collaboration in engaging this group. Fall prevention and education was discussed as a possible focus area to help prevent re-admissions. Smoking/Tobacco Use: - The data from County Health Rankings show an 11 percent decrease in smoking from 2013-2015. Though the CAC was happy with this rate, they were concerned about the potential that e-cigarettes could negatively impact the numbers as it becomes more and more popular. Injury Deaths: - Due to the farming and heavy machinery used in Washakie, the CAC was mildly concerned about the potential increase in this area. It wasnt something they felt should be addressed at this time, but they wanted to make a note of it for the future.
(25) PLATTE COUNTY MEMORIAL HOSPITAL (A) PRIORITIES 1. ACCESS TO CARE 2. BEHAVIORAL HEALTH/SUBSTANCE ABUSE 3. CHRONIC DISEASE (B) Impact of Actions Taken Since Preceding CHNA ACCESS TO CARE: - Promoted participation in MyBanner (online patient portal) - Offered educational materials and links to community resources related to the insurance marketplace - Promoted internal and external community resources that support preventative and maintenance care via the facility website CHRONIC DISEASE: - Developed a Chronic Disease webpage on the facility website to increase on-line educational opportunities and resource awareness - Expanded Diabetic Education and Nutrition programs - Provided health screenings and educational materials MENTAL HEALTH: - Created a webpage with information and resources related to Mental Health and Substance Abuse - Provider to provider telephone consults TOBACCO/SMOKING: - Partnered with the State Quit Line to build the Proactive Referral into the Banner Medical Group clinic workflows - Supported a Tobacco Free campus OBESITY/NUTRITION: - Sponsorships focused on wellness, healthy eating - Online education, support and recipes (C) SIGNIFICANT HEALTH NEEDS IDENTIFIED BUT NOT PRIORITIZED Access to Specialty Care: - The CAC felt that until access to care in general was improved, tackling specialty care would be too challenging. Working on preventative care and expanded education and outreach on maintaining ones health seemed sufficient for the time being. Child Abuse/Elder Abuse: - The CAC felt they were seeing higher rates of child and elder abuse in their community but werent sure that the resources were something we had to address it. The members of the CAC that represented senior citizens said there was training available on how to spot signs of elder abuse but not a lot else. Domestic Violence: - Though there was much conversation about domestic violence, the CAC felt that a lot of it had to do with substance abuse and alcohol abuse and could be addressed in the mental and behavioral health arena.
(26) OGALLALA COMMUNITY HOSPITAL (A) PRIORITIES 1. ACCESS TO CARE 2. BEHAVIORAL HEALTH/SUBSTANCE ABUSE 3. CHRONIC DISEASE (B) Impact of Actions Taken Since Preceding CHNA ACCESS TO CARE: - Promoted participation in MyBanner (online patient portal) - Offered educational materials and links to community resources related to the insurance marketplace - Promoted internal and external community resources that support preventative and maintenance care via the facility website - Hired 2 new providers for the community CHRONIC DISEASE: - Develop a Chronic Disease webpage on the facility website to increase on-line educational opportunities and resource awareness - Expanded Diabetic Education and Nutrition programs - Provided health screenings and educational materials BEHAVIORAL HEALTH: - Created a webpage with information and resources related to Mental Health and Substance Abuse - Provider to provider telephone consults TOBACCO/SMOKING: - Partnered with the State Quit Line to build the Proactive Referral into the Banner Medical Group clinic workflows - Supported a Tobacco Free campus OBESITY/NUTRITION: - Sponsorships focused on wellness, healthy eating - Online education, support and recipes (C) SIGNIFICANT HEALTH NEEDS IDENTIFIED BUT NOT PRIORITIZED Although there are many important needs in the community, the following are not something the CAC felt could be prioritized at this time. Transportation: - This is becoming more significant as people cant get a ride home from hospital if they are outside city limits. They may also have appointments outside the county and cant get to them. While there is a handi-bus outside the city limits which helps people to schedule appointments and shopping, it is not a long term solution as the schedule is limited. Due to increasing support for the handi-bus, it was thought that services may be expanding and the need was going to be addressed. Senior Services: - An aging population affects the need for access to care, preventative care and mental health services. If this was focused on in the future, it could possibly reduce medical costs later on. Lack of long range planning and end of life directives are something that could be impacted by simple education and outreach. Because services for this would require a capital investment, it was not something the CAC felt they could have an impact on and it. Tobacco Use: - Smokeless tobacco is becoming an issue as well as e-cigarettes. Children drinking vapor liquid was mentioned as increasing the number of calls to poison control. Because this is a newer trend, the group wanted to wait and see data in the next cycle of CHNA. Also, the rates of smoking decreased since the previous CHNA and the group agreed it should not be prioritized.
(27) Page Hospital (A) PRIORITIES 1. ACCESS TO CARE 2. Mental/Behavioral Health 3. CHRONIC DISEASE INCLUDING ALCOHOL (B) Impact of Actions Taken Since Preceding CHNA ACCESS TO CARE: - Promoted participation in MyBanner (online patient portal) - Offered educational materials and links to community resources related to the insurance marketplace - Promoted internal and external community resources that support preventative and maintenance care via the facility website - Offered and participate in free health activities (screenings, health fairs, blood drives) CHRONIC DISEASE: - Developed a Chronic Disease webpage on the facility website to increase on-line educational opportunities and resource awareness - Expanded Diabetic Education and Nutrition programs - Provided health screenings and educational materials TOBACCO/SMOKING: - Partnered with the State Quit Line to build the Proactive Referral into the Banner Medical Group clinic workflows - Supported a Tobacco Free campus OBESITY/NUTRITION: - Sponsorships focused on wellness, healthy eating - Online education, support and recipes BEHAVIORAL HEALTH: - Created a webpage with information and resources related to Mental Health and Substance Abuse - Provider to provider telephone consults (C) SIGNIFICANT HEALTH NEEDS IDENTIFIED BUT NOT PRIORITIZED Although there are many important needs in the community, the following are not something the CAC felt could be prioritized at this time. Technology: - Page is planning to update the broadband service, however internet, phone and wireless service is a significant problem. With inconsistent access to phone service, patients and providers experiences more difficulty in scheduling and following up on care. Senior care: - The priorities above were so significant that a third priority was hard to choose from the other needs identified. However, senior care did seem to be significant and will be addressed through Access to Care. The community is encouraging Compass to open a nursing home. There are also swing beds coming. Currently there is no assisted living care and the closest nursing home is 130 miles away. There is a lack of long term care and rehab facilities and many of the elderly in town move away because there is no local care available.
(28) BANNER GOLDFIELD MEDICAL CENTER (A) PRIORITIES: 1. Physical Activity and Nutrition 2. Substance Abuse 3. Mental Health (B) NEEDS IDENTIFIED BUT NOT PRIORITIZED: Although there are many important needs in the community, the following are not something the hospital felt could be prioritized at this time due to limited resources. - Hypertension - Diabetes - Accident and Injury Prevention - Oral Health - Lack of Primary Care Providers - Lack of Specialists - Access to Affordable Care - Transportation - Access to Affordable Fresh Fruit & Vegetables.
THE FOLLOWING DESCRIPTION FOR SCHEDULE H, PART V, SECTION B, LINE 16A-C APPLIES TO ALL HOSPITAL FACILITIES: THE FAP, APPLICATION, AND PLAIN LANGUAGE SUMMARY ARE AVAILABLE AT THE FOLLOWING URL FOR ALL HOSPITAL FACILITIES: WWW.BANNERHEALTH.COM/PATIENTS/BILLING/FINANCIAL-ASSISTANCE SCHEDULE H, PART V, SECTION B, LINE 16j In addition to all actions noted, Banner offers FAP with each billing statement to the patient/guarantor. THE FOLLOWING DESCRIPTION FOR SCHEDULE H, PART V, SECTION B, LINE 18 APPLIES TO ALL HOSPITAL FACILITIES: Banner Health makes reasonable efforts to determine the patient's eligibility under the facility's FAP BEFORE taking any action - up to and including any noted. THE FOLLOWING DESCRIPTION FOR SCHEDULE H, PART V, SECTION B, LINE 19 APPLIES TO ALL HOSPITAL FACILITIES: BANNER HEALTH DOES NOT ENGAGE IN EXTRAORDINARY COLLECTION ACTIONS (UP TO AND INCLUDING ANY ACTIONS NOTED IN PART VI, LINE 19), EITHER DIRECTLY OR BY ANY DEBT COLLECTION AGENCY OR OTHER PARTY TO WHICH THE HOSPITAL HAS REFERRED THE PATIENTS DEBT, BEFORE REASONABLE EFFORTS ARE MADE TO DETERMINE WHETHER A RESPONSIBLE INDIVIDUAL IS ELIGIBLE FOR ASSISTANCE UNDER THE FAP. THE FOLLOWING DESCRIPTION FOR SCHEDULE H, PART V, SECTION B, LINE 22 APPLIES TO ALL HOSPITAL FACILITIES: 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 THE AMOUNTS GENERALLY BILLED (AGB) FOR THAT HOSPITAL. HOSPITAL AGB IS THE SUM OF ALL CLAIMS FOR MEDICALLY NECESSARY SERVICES PROVIDED AT SUCH HOSPITAL PAID DURING THE RELEVANT PERIOD BY MEDICARE FEE-FOR-SERVICE AND ALL PRIVATE HEALTH INSURERS AS PRIMARY PAYORS, TOGETHER WITH ANY ASSOCIATED PORTIONS OF THESE CLAIMS PAID BY MEDICARE BENEFICIARIES OR INSURED INDIVIDUALS IN THE FORM OF CO-PAYS, CO-INSURANCE OR DEDUCTIBLES, BY THE USUAL AND CUSTOMARY CHARGES FOR SUCH MEDICALLY NECESSARY SERVICES.
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 9
Part VFacility Information (continued)

Section D. 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?252
Name and address Type of Facility (describe)
1 SONORA QUEST LABORATORIES LLC
1255 W WASHINGTON ST
TEMPE,AZ85281
LABORATORY
2 BANNER BOSWELL MEDICAL CENTER REHAB
10601 WEST SANTA FE DR
SUN CITY,AZ85351
LONG TERM REHABILITATION CENTERS
3 SONORA QUEST LABORATORIES LLC
630 N ALVERNON WAY STE 200
TUCSON,AZ85711
LABORATORY
4 BANNER HOME CARE
275 E GERMANN
GILBERT,AZ85297
HOME HEALTH
5 BANNER - U MEDICINE CRISIS RESPONSE CTR
2802 E DISTRICT STREET 1ST FLOOR
TUCSON,AZ85714
OUTPATIENT TREATMENT CENTERS/CLINICS
6 BANNER ALZHEIMER'S INSTITUTE
901 EAST WILLETTA STREET
PHOENIX,AZ85006
OUTPATIENT TREATMENT CENTERS/CLINICS
7 BANNER FAMILY PHARMACY
2946 E BANNER GATEWAY DRIVE
GILBERT,AZ85234
RETAIL PHARMACY
8 BANNER RESEARCH INSTITUTE
10515 W SANTA FE DR
SUN CITY,AZ85351
RESEARCH FACILITY
9 SONORA QUEST LABORATORIES LLC
1515 E CEDAR BLVD BLDG F
FLAGSTAFF,AZ86004
LABORATORY
10 BANNER FAMILY PHARMACY
1111 E MCDOWELL ROAD
PHOENIX,AZ85006
RETAIL PHARMACY
11 BANNER FAMILY PHARMACY
1400 S DOBSON ROAD
MESA,AZ85202
RETAIL PHARMACY
12 BANNER HOME CARE
13950 W MEEKER BLVD STE 101 AND
SUN CITY WEST,AZ85375
HOME HEALTH
13 BANNER ESTRELLA SURGERY CENTER
9301 W THOMAS ROAD
PHOENIX,AZ85037
OUT-PATIENT SURGERY CENTERS
14 SKYLINE SURGERY CENTER -LOVELAND
2555 E 13TH ST STE 200
LOVELAND,CO80537
OUT-PATIENT SURGERY CENTERS
15 SONORA QUEST LABORATORIES LLC
14674 W MOUNTAIN VIEW BLVD
SURPRISE,AZ85374
LABORATORY
16 BANNER SURGERY CENTER - GREELEY
5890 W 13TH STREET SUITE 102
GREELEY,CO80634
OUT-PATIENT SURGERY CENTERS
17 BANNER FAMILY PHARMACY
5555 W THUNDERBIRD ROAD
GLENDALE,AZ85306
RETAIL PHARMACY
18 BANNER THUNDERBIRD SURGERY CENTER
5555 W THUNDERBIRD ROAD
GLENDALE,AZ85306
OUT-PATIENT SURGERY CENTERS
19 BANNER THUNDERBIRD BEHAVIORAL HEALTH CTR
5555 W THUNDERBIRD ROAD
GLENDALE,AZ85306
OUTPATIENT TREATMENT
20 BANNER FAMILY PHARMACY
1625 N CAMPBELL AVENUE
TUCSON,AZ85724
RETAIL PHARMACY
21 BANNER FAMILY PHARMACY
9201 W THOMAS ROAD
PHOENIX,AZ85037
RETAIL PHARMACY
22 BANNER FAMILY PHARMACY
6644 E BAYWOOD AVE
MESA,AZ85206
RETAIL PHARMACY
23 BANNER SURGERY CENTER - DESERT
1500 S DOBSON RD STE 101
MESA,AZ85202
OUT-PATIENT SURGERY CENTERS
24 HORIZON LABORATORY LLC
2555 E 13TH ST STE 115
LOVELAND,CO80537
LABORATORY
25 SONORA QUEST LABORATORIES LLC
13657 W MCDOWELL RD STE 100
GOODYEAR,AZ85338
LABORATORY
26 SONORA QUEST LABORATORIES LLC
6106 E BROWN ROAD STE 101
MESA,AZ85206
LABORATORY
27 BANNER BEHAVIORAL HLTH OUTPATIENT CLINIC
1600 W CHANDLER BLVD SUITE 180
CHANDLER,AZ85225
OUTPATIENT TREATMENT CENTERS/CLINICS
28 BANNER HOME CARE PAYSON
708 E STATE HWY 260 SUITE A1
PAYSON,AZ85541
HOME HEALTH
29 SONORA QUEST LABORATORIES LLC
3507 MERCY RD STE 102
GILBERT,AZ85297
LABORATORY
30 SONORA QUEST LABORATORIES LLC
16515 S 40TH ST BLDG 3 STE 113
PHOENIX,AZ85048
LABORATORY
31 SONORA QUEST LABORATORIES LLC
2000 E SOUTHERN AVE STE 101
TEMPE,AZ85282
LABORATORY
32 SONORA QUEST LABORATORIES LLC
3003 HWY 95 STE H-81
BULLHEAD,AZ86442
LABORATORY
33 SONORA QUEST LABORATORIES LLC
5605 W EUGIE AVE STE 104
GLENDALE,AZ85306
LABORATORY
34 BANNER FAMILY PHARMACY
1900 N HIGLEY ROAD
GILBERT,AZ85234
RETAIL PHARMACY
35 SONORA QUEST LABORATORIES LLC
2081 W FRYE RD STE 107
CHANDLER,AZ85224
LABORATORY
36 SONORA QUEST LABORATORIES LLC
130 S 63RD ST STE 107
MESA,AZ85206
LABORATORY
37 SONORA QUEST LABORATORIES LLC
3805 E BELL RD STE 1500
PHOENIX,AZ85032
LABORATORY
38 SONORA QUEST LABORATORIES LLC
10503 W THUNDERBIRD BLVD STE 110
SUN CITY,AZ85351
LABORATORY
39 SONORA QUEST LABORATORIES LLC
603 N WILMOT STE 141
TUCSON,AZ85710
LABORATORY
40 HORIZON LABORATORY LLC
2001 70TH AVE
GREELEY,CO80634
LABORATORY
41 SONORA QUEST LABORATORIES LLC
1300 N 12TH ST STE 503
PHOENIX,AZ85006
LABORATORY
42 SONORA QUEST LABORATORIES LLC
14420 W MEEKER RD STE A109
SUN CITY WEST,AZ85375
LABORATORY
43 BANNER IMAGING CENTER
14420 W MEEKER RD STE A101
SUN CITY WEST,AZ85375
LABORATORY
44 SONORA QUEST LABORATORIES LLC
9305 W THOMAS RD STE 300
PHOENIX,AZ85037
LABORATORY
45 SONORA QUEST LABORATORIES LLC
9445 E IRONWOOD SQUARE DR SUITE
SCOTTSDALE,AZ85258
LABORATORY
46 BANNER FAMILY PHARMACY
14502 WEST MEEKER BOULEVARD
SUN CITY WEST,AZ85375
RETAIL PHARMACY
47 SONORA QUEST LABORATORIES LLC
2940 E BANNER GATEWAY DR STE 325
GILBERT,AZ85234
LABORATORY
48 BANNER FAMILY PHARMACY
2800 E AJO WAY
TUCSON,AZ85713
RETAIL PHARMACY
49 BANNER SURGERY CENTER - UNIVERSITY
1040 E MCDOWELL RD
PHOENIX,AZ85006
OUT-PATIENT SURGERY CENTERS
50 SONORA QUEST LABORATORIES LLC
10238 E HAMPTON AVE STE 101
MESA,AZ85208
LABORATORY
51 THE CLEO ROBERTS CENTER
10515 WEST SANTA FE DR 1ST FLR
SUN CITY,AZ85351
OUTPATIENT TREATMENT CENTERS/CLINICS
52 BANNER HOME CARE COLORADO
1990 59TH AVE STE 200
GREELEY,CO80634
HOME INFUSION THERAPY
53 SONORA QUEST LABORATORIES LLC
37100 N GANTZEL RD STE 114
QUEEN CREEK,AZ85240
LABORATORY
54 SONORA QUEST LABORATORIES LLC
7388 N LA CHOLLA
TUCSON,AZ85704
LABORATORY
55 BANNER UNION HILLS SURGERY CENTER LLC
18301 N 79TH AVE STE E150
GLENDALE,AZ85308
OUT-PATIENT SURGERY CENTERS
56 SONORA QUEST LABORATORIES LLC
7281 E EARLL DR STE 2
SCOTTSDALE,AZ85251
LABORATORY
57 BANNER BEHAVIORAL HLTH OUTPATIENT CLINIC
8722 E SAN ALBERTO DRIVE STE 100
SCOTTSDALE,AZ85258
OUTPATIENT TREATMENT CENTERS/CLINICS
58 SONORA QUEST LABORATORIES LLC
1432 S DOBSON RD STE202
MESA,AZ85202
LABORATORY
59 SONORA QUEST LABORATORIES LLC
13460 N 94TH DR STE K5
PEORIA,AZ85381
LABORATORY
60 SONORA QUEST LABORATORIES LLC
10450 E RIGGS ROAD STE 109
SUN LAKES,AZ85248
LABORATORY
61 SONORA QUEST LABORATORIES LLC
2080 W SOUTHERN AVE STE B-6
APACHE JUNCTION,AZ85220
LABORATORY
62 LOVELAND ENDOSCOPY CENTER LLC
2555 E 13TH ST STE 210
LOVELAND,CO80537
OUTPATIENT TREATMENT CENTERS/CLINICS
63 SONORA QUEST LABORATORIES LLC
1425 S GREENFIELD ROAD SUITE 102
MESA,AZ85206
LABORATORY
64 SONORA QUEST LABORATORIES LLC
2095 W PECOS RD STE 5
CHANDLER,AZ85224
LABORATORY
65 SONORA QUEST LABORATORIES LLC
6565 E CARONDELET STE 255A
TUCSON,AZ85007
LABORATORY
66 SONORA QUEST LABORATORIES LLC
1915 MCCULLOCH BLVD N STE 106
LAKE HAVASU CITY,AZ86403
LABORATORY
67 SONORA QUEST LABORATORIES LLC
2330 N 75TH AVE 110
PHOENIX,AZ85035
LABORATORY
68 SONORA QUEST LABORATORIES LLC
6320 W UNION HILLS DR STE 160
GLENDALE,AZ85308
LABORATORY
69 SONORA QUEST LABORATORIES LLC
980 WILLOW CREEK RD
PRESCOTT,AZ86305
LABORATORY
70 HORIZON LABORATORY LLC
1230 14TH STREET SW
LOVELAND,CO80537
LABORATORY
71 SONORA QUEST LABORATORIES LLC
11209 N TATUM BLVD STE 1
PHOENIX,AZ85028
LABORATORY
72 SONORA QUEST LABORATORIES LLC
2640 W BASELINE ROAD STE 115
PHOENIX,AZ85041
LABORATORY
73 SONORA QUEST LABORATORIES LLC
7757 W DEER VALLEY ROAD STE 265
PEORIA,AZ85382
LABORATORY
74 SONORA QUEST LABORATORIES LLC
1848 E INNOVATION PARK
ORO VALLEY,AZ85737
LABORATORY
75 SONORA QUEST LABORATORIES LLC
21803 N SCOTTSDALE RD STE A-210
SCOTTSDALE,AZ85255
LABORATORY
76 SONORA QUEST LABORATORIES LLC
1860 E SALK DR STE A-1
CASA GRANDE,AZ85222
LABORATORY
77 SONORA QUEST LABORATORIES LLC
1151 S LA CANADA DR STE 206
GREEN VALLEY,AZ85614
LABORATORY
78 SONORA QUEST LABORATORIES LLC
4350 N 19TH AVE STE 5
PHOENIX,AZ85015
LABORATORY
79 SONORA QUEST LABORATORIES LLC
3624 W ANTHEM WY STE C114
ANTHEM,AZ85086
LABORATORY
80 SONORA QUEST LABORATORIES LLC
20414 N 27TH AVE STE 140
PHOENIX,AZ85027
LABORATORY
81 SONORA QUEST LABORATORIES LLC
4524 N MARYVALE PARKWAY STE 120
PHOENIX,AZ85031
LABORATORY
82 BANNER HEALTH CLINIC
1345 PAUL BUNYON ROAD SUITE A
SUSANVILLE,CA96130
OUTPATIENT TREATMENT CENTERS/CLINICS
83 BANNER HEALTH CLINIC
1680 PAUL BUNYON ROAD
SUSANVILLE,CA96130
OUTPATIENT TREATMENT CENTERS/CLINICS
84 HORIZON LABORATORY LLC
2923 GINNALA DRIVE
LOVELAND,CO80538
LABORATORY
85 SONORA QUEST LABORATORIES LLC
10900 N SCOTTSDALE RD STE 204
SCOTTSDALE,AZ85254
LABORATORY
86 SONORA QUEST LABORATORIES LLC
1100 N SAN FRANCISCO ST STE F
FLAGSTAFF,AZ86001
LABORATORY
87 SONORA QUEST LABORATORIES LLC
1773 W ST MARYS RD STE 101
TUCSON,AZ85745
LABORATORY
88 SONORA QUEST LABORATORIES LLC
3161 N WINDSONG
PRESCOTT VALLEY,AZ86314
LABORATORY
89 SONORA QUEST LABORATORIES LLC
1150 S HIGHWAY 92 STE E
SIERRA VISTA,AZ85635
LABORATORY
90 SONORA QUEST LABORATORIES LLC
1440 W VALENCIA STE 130
TUCSON,AZ85746
LABORATORY
91 SONORA QUEST LABORATORIES LLC
6130 N LA CHOLLA STE B205
TUCSON,AZ85704
LABORATORY
92 SONORA QUEST LABORATORIES LLC
117 E MAIN ST BUILDING C STE 20
PAYSON,AZ85541
LABORATORY
93 HORIZON LABORATORY LLC
702 W DRAKE ROAD BUILDING A
FORT COLLINS,CO80526
LABORATORY
94 SONORA QUEST LABORATORIES LLC
20950 N TATUM BLVD STE 290
PHOENIX,AZ85050
LABORATORY
95 HORIZON LABORATORY LLC
4700 LADY MOON DRIVE
FORT COLLINS,CO80528
LABORATORY
96 SONORA QUEST LABORATORIES LLC
2270 S RIDGEVIEW DRIVE STE 306
YUMA,AZ85364
LABORATORY
97 SONORA QUEST LABORATORIES LLC
21300 N JOHN WAYNE PKWY STE 116
MARICOPA,AZ85239
LABORATORY
98 HORIZON LABORATORY LLC
1600 23RD AVENUE
GREELEY,CO80631
LABORATORY
99 HORIZON LABORATORY LLC
1300 MAIN STREET
WINDSOR,CO80550
LABORATORY
100 BANNER - U MEDICINE BEHAVIORAL HLTH CL
1300 N 12 STREET STE 320
PHOENIX,AZ85006
OUTPATIENT TREATMENT CENTERS/CLINICS
101 SONORA QUEST LABORATORIES LLC
13620 N SAGUARO BLVD STE 150
FOUNTAIN HILLS,AZ85268
LABORATORY
102 BANNER HOME CARE ARIZONA
575 E RIVER RD STE 213
TUCSON,AZ85704
HOME HEALTH
103 SONORA QUEST LABORATORIES LLC
2450 E SHOW LOW LAKE RD STE 3B
SHOW LOW,AZ85901
LABORATORY
104 SONORA QUEST LABORATORIES LLC
1275 W WASHINGTON ST SUITE 109
TEMPE,AZ85281
LABORATORY
105 BANNER FAMILY PHARMACY
13640 N PLAZA DEL RIO
PEORIA,AZ85381
RETAIL PHARMACY
106 SONORA QUEST LABORATORIES LLC
1740 BEVERLY AVE STE B
KINGMAN,AZ86401
LABORATORY
107 SONORA QUEST LABORATORIES LLC
203 S CANDY LANE STE 4B
COTTONWOOD,AZ86326
LABORATORY
108 SONORA QUEST LABORATORIES LLC
880 W 4TH STREET STE 3
BENSON,AZ85602
LABORATORY
109 BANNER URGENT CARE
6323 SOUTH RURAL ROAD
TEMPE,AZ85283
URGENT CARE
110 BANNER URGENT CARE
3200 SOUTH GILBERT ROAD
CHANDLER,AZ85286
URGENT CARE
111 BANNER FAMILY PHARMACY
1800 E FLORENCE BLVD
CASA GRANDE,AZ85122
RETAIL PHARMACY
112 SONORA QUEST LABORATORIES LLC
448 N STATE ROUTE 89
CHINO VALLEY,AZ86323
LABORATORY
113 BANNER URGENT CARE
4232 WEST BELL ROAD
GLENDALE,AZ85308
URGENT CARE
114 BANNER URGENT CARE
3247 EAST BELL ROAD
PHOENIX,AZ85032
URGENT CARE
115 BANNER URGENT CARE
1157 SOUTH CRISMON ROAD
MESA,AZ85208
URGENT CARE
116 BANNER URGENT CARE
1120 SOUTH GILBERT ROAD
MESA,AZ85204
URGENT CARE
117 BANNER URGENT CARE
40773 NORTH IRONWOOD ROAD
SAN TAN VALLEY,AZ85140
URGENT CARE
118 BANNER URGENT CARE
35945 NORTH GARY ROAD
SAN TAN VALLEY,AZ85143
URGENT CARE
119 BANNER URGENT CARE
6702 WEST BETHANY HOME ROAD
GLENDALE,AZ85303
URGENT CARE
120 BANNER URGENT CARE
7952 NORTH 43RD AVENUE
GLENDALE,AZ85308
URGENT CARE
121 BANNER URGENT CARE
1215 SOUTH HIGLEY ROAD
MESA,AZ85206
URGENT CARE
122 BANNER URGENT CARE
641 WEST WARNER ROAD
GILBERT,AZ85233
URGENT CARE
123 BANNER URGENT CARE
3160 EAST QUEEN CREEK ROAD
GILBERT,AZ85297
URGENT CARE
124 BANNER URGENT CARE
7611 WEST CACTUS ROAD
PEORIA,AZ85381
URGENT CARE
125 BANNER URGENT CARE
7066 EAST GOLF LINKS ROAD
TUCSON,AZ85730
URGENT CARE
126 BANNER SURGERY CENTER - PLAZA DEL RIO
13640 N PLAZA DEL RIO BLVD STE 135
PEORIA,AZ85381
OUT-PATIENT SURGERY CENTERS
127 BANNER URGENT CARE
3328 NORTH LITCHFIELD ROAD
GOODYEAR,AZ85395
URGENT CARE
128 BANNER URGENT CARE
3141 SOUTH MCCLINTOCK DRIVE
TEMPE,AZ85282
URGENT CARE
129 BANNER URGENT CARE
6501 EAST GREENWAY PARKWAY
SCOTTSDALE,AZ85254
URGENT CARE
130 HORIZON LABORATORY LLC
102 HAYES AVENUE
STERLING,CO80751
LABORATORY
131 BANNER URGENT CARE
3611 NORTH CAMPBELL AVENUE
TUCSON,AZ85719
URGENT CARE
132 BANNER URGENT CARE
21980 NORTH 83RD AVE
PEORIA,AZ85383
URGENT CARE
133 BANNER URGENT CARE
1955 WEST GUADALUPE ROAD
MESA,AZ85202
URGENT CARE
134 BANNER URGENT CARE
3126 SOUTH HIGLEY ROAD
GILBERT,AZ85295
URGENT CARE
135 BANNER FAMILY PHARMACY
2555 E 13TH STREET SUITE 125
LOVELAND,CO80537
RETAIL PHARMACY
136 BANNER SURGERY CENTER - SUN CITY WEST
14416 W MEEKER BLVD STE 103
SUN CITY WEST,AZ85375
OUT-PATIENT SURGERY CENTERS
137 BANNER URGENT CARE
1641 EAST GUADALUPE ROAD
GILBERT,AZ85234
URGENT CARE
138 BANNER URGENT CARE
2950 SOUTH ALMA SCHOOL SUITE 1
CHANDLER,AZ85286
URGENT CARE
139 BANNER URGENT CARE
407 NORTH LINDSAY ROAD
MESA,AZ85213
URGENT CARE
140 BANNER URGENT CARE
5545 EAST BROADWAY BOULEVARD
TUCSON,AZ85711
URGENT CARE
141 BANNER HEALTH SCHOOL BASED HEALTH CENTER
9401 WEST GARFIELD STREET
TOLLESON,AZ85353
BANNER SCHOOL BASED CLINICS
142 BANNER HEALTH SCHOOL BASED HEALTH CENTER
855 W 8TH AVE
MESA,AZ85210
BANNER SCHOOL BASED CLINICS
143 BANNER HEALTH SCHOOL BASED HEALTH CENTER
777 EAST GALVESTON
CHANDLER,AZ85225
BANNER SCHOOL BASED CLINICS
144 BANNER URGENT CARE
10330 NORTH SCOTTSDALE ROAD
PARADISE VALLEY,AZ85253
URGENT CARE
145 BANNER URGENT CARE
3000 NORTH ARIZONA AVENUE
CHANDLER,AZ85225
URGENT CARE
146 BANNER URGENT CARE
1355 SOUTH HIGLEY ROAD
GILBERT,AZ85296
URGENT CARE
147 BANNER URGENT CARE
931 EAST ELLIOT ROAD
TEMPE,AZ85284
URGENT CARE
148 SONORA QUEST LABORATORIES LLC
210 SUNSET DRIVE STE C
SEDONA,AZ86336
LABORATORY
149 SONORA QUEST LABORATORIES LLC
13640 N PLAZA DEL RIO
PEORIA,AZ85381
LABORATORY
150 BANNER FAMILY PHARMACY
1441 N 12TH STREET
PHOENIX,AZ85006
RETAIL PHARMACY
151 BANNER URGENT CARE
15521 W BELL ROAD
SURPRISE,AZ85374
URGENT CARE
152 BANNER QUICK CARE LLC
926 EAST BROADWAY ROAD
TEMPE,AZ85282
URGENT CARE
153 BANNER QUICK CARE LLC
4970 SOUTH ALMA SCHOOL ROAD
CHANDLER,AZ85248
URGENT CARE
154 BANNER QUICK CARE LLC
1940 EAST BROADWAY BLVD
TUCSON,AZ85719
URGENT CARE
155 SONORA QUEST LABORATORIES LLC
32551 N SCOTTSDALE ROAD
SCOTTSDALE,AZ85262
LABORATORY
156 SONORA QUEST LABORATORIES LLC
3132 E CAMELBACK ROAD
PHOENIX,AZ85016
LABORATORY
157 SONORA QUEST LABORATORIES LLC
14416 W MEEKER BLVD BUILDING C
SUN CITY WEST,AZ85375
LABORATORY
158 BANNER QUICK CARE LLC
4425 EAST IRMA LANE
PHOENIX,AZ85050
URGENT CARE
159 BANNER PHYSICAL THERAPY
9917 N 95TH ST
SCOTTSDALE,AZ85258
PHYSICAL THERAPY
160 BANNER PHYSICAL THERAPY
9401 W THUNDERBIRD RD SUITE 190
PEORIA,AZ85381
PHYSICAL THERAPY
161 BANNER IMAGING CENTER
9305 W THOMAS RD STE 200
PHOENIX,AZ85037
IMAGING CENTER
162 BANNER IMAGING CENTER
9305 W THOMAS RD STE 100
PHOENIX,AZ85037
IMAGING CENTER
163 BANNER URGENT CARE
9111 N 7TH STREET
PHOENIX,AZ85020
URGENT CARE
164 BANNER PHYSICAL THERAPY
805 EAST 18TH ST SUITE 7
LOVELAND,CO80538
PHYSICAL THERAPY
165 BANNER PHYSICAL THERAPY
755 E MCDOWELL RD 1ST FLOOR
PHOENIX,AZ85006
PHYSICAL THERAPY
166 BANNER URGENT CARE
7089 N THORNYDALE RD SUITE 101
TUCSON,AZ85741
URGENT CARE
167 BANNER PHYSICAL THERAPY
707 N ALVERNON WAY STE 203
TUCSON,AZ85711
PHYSICAL THERAPY
168 BANNER IMAGING CENTER
665 N GILBERT RD STE 154
GILBERT,AZ85234
IMAGING CENTER
169 BANNER IMAGING CENTER
6553 E BAYWOOD AVE STE 102
MESA,AZ85206
IMAGING CENTER
170 BANNER PHYSICAL THERAPY
655 S DOBSON RD SUITE B-111
CHANDLER,AZ85224
PHYSICAL THERAPY
171 BANNER IMAGING CENTER
6424 E BROADWAY RD STE 101
MESA,AZ85206
IMAGING CENTER
172 BANNER PHYSICAL THERAPY
6320A W UNION HILLS DR SUITE 265
GLENDALE,AZ85308
PHYSICAL THERAPY
173 BANNER URGENT CARE
6021 NORTH ORACLE
TUCSON,AZ85704
URGENT CARE
174 BANNER PHYSICAL THERAPY
5890 W 13TH ST SUITE 110
GREELEY,CO80634
PHYSICAL THERAPY
175 BANNER IMAGING CENTER
5757 W THUNDERBIRD RD STE W101
GLENDALE,AZ85306
IMAGING CENTER
176 BANNER IMAGING CENTER
5757 W THUNDERBIRD RD STE W100
GLENDALE,AZ85306
IMAGING CENTER
177 BANNER PHYSICAL THERAPY
5605 W EUGIE AVE SUITES 206 212
GLENDALE,AZ85304
PHYSICAL THERAPY
178 BANNER IMAGING CENTER
5605 W EUGIE AVE STE 110
GLENDALE,AZ85304
IMAGING CENTER
179 BANNER IMAGING CENTER
5601 W EUGIE AVE STE 102
GLENDALE,AZ85304
IMAGING CENTER
180 SONORA QUEST LABORATORIES LLC
5310 W THUNDERBIRD RD SUITE 200
GLENDALE,AZ85306
LABORATORY
181 BANNER IMAGING CENTER
5310 W THUNDERBIRD RD STE 100
GLENDALE,AZ85306
IMAGING CENTER
182 BANNER PHYSICAL THERAPY
5151 E BROADWAY RD SUITE 102
MESA,AZ85206
PHYSICAL THERAPY
183 BANNER PHYSICAL THERAPY
5111 N SCOTTSDALE RD SUITE 100
TUCSON,AZ85250
PHYSICAL THERAPY
184 BANNER URGENT CARE
5018 N 7TH STREET
PHOENIX,AZ85014
URGENT CARE
185 BANNER PHYSICAL THERAPY
4344 W BELL RD SUITE 100
GLENDALE,AZ85308
PHYSICAL THERAPY
186 BANNER PHYSICAL THERAPY
4045 E BELL RD SUITE 150
PHOENIX,AZ85032
PHYSICAL THERAPY
187 BANNER PHYSICAL THERAPY
4015 S ARIZONA AVE SUITE 2
CHANDLER,AZ85248
PHYSICAL THERAPY
188 BANNER ALZHEIMER'S INSTITUTE
3838 N CAMPBELL AVE B 2 3 FL CLI
TUCSON,AZ85719
OUTPATIENT TREATMENT CENTERS/CLINICS
189 BANNER URGENT CARE
3617 S COLLEGE AVE SUITE C
FORT COLLINS,CO80525
URGENT CARE
190 BANNER PHYSICAL THERAPY
3507 S MERCY RD SUITE 105
GILBERT,AZ85297
PHYSICAL THERAPY
191 STEPPING STONES ADULT DAY PROGRAM
302 3RD ST SE STE 100
LOVELAND,AZ80537
OUTPATIENT TREATMENT CENTERS/CLINICS
192 BANNER PHYSICAL THERAPY
2942 N 7TH AVE
PHOENIX,AZ85013
PHYSICAL THERAPY
193 BANNER PHYSICAL THERAPY
2940 RIVERSIDE DR STE A
SUSANVILLE,CA96130
PHYSICAL THERAPY
194 BANNER PHYSICAL THERAPY
2940 E BANNER GATEWAY DR SUITE 4
GILBERT,AZ85234
PHYSICAL THERAPY
195 BANNER PHYSICAL THERAPY
2853 S SOSSAMAN RD SUITE A 106
MESA,AZ85212
PHYSICAL THERAPY
196 BANNER PHYSICAL THERAPY
2800 E AJO WAY SUITE 201
TUCSON,AZ85713
PHYSICAL THERAPY
197 BANNER PHYSICAL THERAPY
265 W INA RD
TUCSON,AZ85704
PHYSICAL THERAPY
198 BANNER URGENT CARE
2555 E 13TH STREET SUITE 110
LOVELAND,CO80537
URGENT CARE
199 BANNER PHYSICAL THERAPY
2400 W DUNLAP AVE SUITE 145
PHOENIX,AZ85021
PHYSICAL THERAPY
200 BANNER PHYSICAL THERAPY
2225 W SOUTHERN AVE
MESA,AZ85202
PHYSICAL THERAPY
201 BANNER PHYSICAL THERAPY
219 LEXINGTON AVE
PHOENIX,AZ85012
PHYSICAL THERAPY
202 BANNER PHYSICAL THERAPY
2120 AIRWAY AVE
KINGMAN,AZ86409
PHYSICAL THERAPY
203 BANNER PHYSICAL THERAPY
20851 E RITTENHOUSE RD STE 103
QUEEN CREEK,AZ85142
PHYSICAL THERAPY
204 BANNER NUERO WELLNESS GILBERT
207 N GILBERT RD SUITE 205
GILBERT,AZ85234
OUTPATIENT TREATMENT CENTERS/CLINICS
205 BANNER PHYSICAL THERAPY
2055 W FRYE RD SUITE 2
CHANDLER,AZ85224
PHYSICAL THERAPY
206 BANNER URGENT CARE
2015 35TH AVE
GREELEY,CO80634
URGENT CARE
207 BANNER PHYSICAL THERAPY
20045 N 19TH AVENUE 8
PHOENIX,AZ85027
PHYSICAL THERAPY
208 BANNER FAMILY PHARMACY
2001 70TH AVE
GREELEY,CO80634
RETAIL PHARMACY
209 BANNER IMAGING CENTER
2001 70TH AVE
GREELEY,AZ80634
IMAGING CENTER
210 BANNER URGENT CARE
1979 WEST RAY ROAD
CHANDLER,AR85224
URGENT CARE
211 BANNER PHYSICAL THERAPY
1972 E BASELINE RD SUITE 103
TEMPE,AZ85283
PHYSICAL THERAPY
212 BANNER URGENT CARE
1940 WEST GLENDALE RD
PHOENIX,AR85021
URGENT CARE
213 BANNER IMAGING CENTER
1940 S COUNTRY CLUB DR STE 101
MESA,AZ85210
IMAGING CENTER
214 BANNER GATEWAY WEIGHT LOSS CENTER
1920 N HIGLEY ROAD SUITE 306
GILBERT,AZ85231
OUTPATIENT TREATMENT CENTERS/CLINICS
215 BANNER URGENT CARE
1908 E MCKELLIPS RD
MESA,AR85203
URGENT CARE
216 BANNER IMAGING CENTER
18444 N 25TH AVE STE 140
PHOENIX,AZ85023
IMAGING CENTER
217 BANNER IMAGING CENTER
1840 E WARNER RD STE 114
TEMPEPE,AZ85284
IMAGING CENTER
218 BANNER IMAGING CENTER
1828 E FLORENCE BLVD BLDG B 118 1
CASA GRANDE,AZ85122
IMAGING CENTER
219 BANNER PHYSICAL THERAPY
1828 E FLORENCE BLVD BLDG A STE 102
CASA GRANDE,AZ85122
PHYSICAL THERAPY
220 BANNER IMAGING CENTER
18275 N 59TH AVE STE K168
GLENDALE,AZ85308
IMAGING CENTER
221 BANNER FAMILY PHARMACY
1801 16TH STREET
GREELEY,CO80631
RETAIL PHARMACY
222 BANNER CASA GRANDE COUMADIN CLINIC
1800 E FLORENCE BLVD
CASA GRANDE,AZ85122
LABORATORY
223 BANNER PHYSICAL THERAPY
1729 W GREENTREE DR SUITE 101
TEMPE,AZ85284
PHYSICAL THERAPY
224 BANNER URGENT CARE
1676 E MCMURRAY BLVD
CASA GRANDE,AR85122
URGENT CARE
225 BANNER IMAGING CENTER
16641 N 40TH ST STE 1
PHOENIX,AZ85032
IMAGING CENTER
226 BANNER PHYSICAL THERAPY
1661 E CAMELBACK RD SUITE 152
PHOENIX,AZ85016
PHYSICAL THERAPY
227 BANNER URGENT CARE
1660 NORTH HIGLEY RD SUITE 104
GILBERT,AR85234
URGENT CARE
228 BANNER URGENT CARE
16430 W YUMA ROAD
GOODYEAR,AR85338
URGENT CARE
229 BANNER PHYSICAL THERAPY
1632 HOFFMAN DR
LOVELAND,CO80538
PHYSICAL THERAPY
230 SONORA QUEST LABORATORIES LLC
15311 W BELL ROAD SUITE 110
SURPRISE,AZ85374
LABORATORY
231 BANNER PHYSICAL THERAPY
1517 16TH AVE
GREELEY,CO80631
PHYSICAL THERAPY
232 BANNER IMAGING CENTER
1450 S DOBSON RD STE A100
MESA,AZ85202
IMAGING CENTER
233 BANNER PHYSICAL THERAPY
14418 W MEEKER BLVD BLDG B STE 301
SUN CITY WEST,AZ85375
PHYSICAL THERAPY
234 BANNER PHYSICAL THERAPY
14418 W MEEKER BLVD BLDG B STE 103
SUN CITY WEST,AZ85375
PHYSICAL THERAPY
235 ICARE OFFICE
1434 6TH STREET ROOM 5
SANTA MONICA,CA90401
OUTPATIENT TREATMENT CENTERS/CLINICS
236 BANNER HOME CARE ARIZONA
14131 RIO VISTA BLVD SUITE 7
PEORIA,AZ85381
HOME HEALTH
237 BANNER PHYSICAL THERAPY
14001 N 7TH ST SUITE A-102
PHOENIX,AZ85022
PHYSICAL THERAPY
238 BANNER PHYSICAL THERAPY
13951 W GRAND AVE UNIT 201
SURPRISE,AZ85374
PHYSICAL THERAPY
239 BANNER URGENT CARE
13901 W MEEKER BLVD
SUN CITY WEST,AR85375
URGENT CARE
240 SONORA QUEST LABORATORIES LLC
13760 N 93RD AVE SUITE 107
PEORIA,AZ85381
LABORATORY
241 BANNER PHYSICAL THERAPY
13055 W MCDOWELL RD SUITE G107
AVONDALE,AZ85392
PHYSICAL THERAPY
242 BANNER IMAGING CENTER
127 E MAIN STREET SUITE C
PAYSON,AZ85541
IMAGING CENTER
243 BANNER PHYSICAL THERAPY
126 E MAIN ST STE C
PAYSON,AZ85541
PHYSICAL THERAPY
244 BANNER PHYSICAL THERAPY
1255 W BASELINE RD SUITE 140
MESA,AZ85202
PHYSICAL THERAPY
245 BANNER URGENT CARE
11685 W VAN BUREN
AVONDALE,AR85323
URGENT CARE
246 BANNER IMAGING CENTER
1076 W CHANDLER BLVD STE 120
CHANDLER,AZ85224
IMAGING CENTER
247 BANNER PHYSICAL THERAPY
10750 W MCDOWELL RD SUITE B-210
AVONDALE,AZ85392
PHYSICAL THERAPY
248 BANNER PHYSICAL THERAPY
10503 W THUNDERBIRD BLVD SUITE 26
SUN CITY,AZ85351
PHYSICAL THERAPY
249 BANNER IMAGING CENTER
10474 W THUNDERBIRD BLVD STE 100
SUN CITY,AZ85351
IMAGING CENTER
250 BANNER PHYSICAL THERAPY
1025 E BROADWAY RD SUITE 101
TEMPE,AZ85282
PHYSICAL THERAPY
251 BANNER PHYSICAL THERAPY
10165 E HAMPTON AVE SUITE 111
MESA,AZ85209
PHYSICAL THERAPY
252 BANNER URGENT CARE
1 NORTH CENTRAL AVE
PHOENIX,AZ85004
URGENT CARE
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 10
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs 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.
Form and Line Reference Explanation
SCHEDULE H, PART I, LINE 3A THE FEDERAL POVERTY GUIDELINES (FPG) FAMILY INCOME LIMIT FOR ELIGIBILITY FOR FREE CARE IS 200% FOR HOSPITAL FACILITIES LOCATED IN ARIZONA, COLORADO, NEBRASKA, NEVADA, AND WYOMING. THE FPG FAMILY INCOME LIMIT FOR ELIGIBILITY FOR FREE CARE IS 350% FOR THE HOSPITAL FACILITY LOCATED IN CALIFORNIA. 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 BANNERS FINANCIAL ASSISTANCE POLICY. BHS 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 200% 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 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 BHS FINANCIAL ASSISTANCE PROGRAM.
SCHEDULE H, PART I, LINE 6A Banner Health prepares an annual system report of community benefit activities as well as facility specific electronic Banner Health Community Health Needs Assessments which are located at: https://www.bannerhealth.comhttps://www.bannerhealth.com/staying-well/comm unity/health-needs-assessments-reports.
SCHEDULE H, PART I, LINE 7 1) FINANCIAL ASSISTANCE AT COST, MEDICAID AND OTHER MEANS TESTED 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 ADDRESSES 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 OTHER THINGS, ALZHEIMER'S MEMORY DISORDER AND RESIDENTIAL TREATMENT PROGRAMS, POISON AND DRUG INFORMATION SERVICES, PALLIATIVE CARE CLINICS, TRAUMA CARE, BURN CLINICS, PRESCRIPTION ASSISTANCE PROGRAMS, 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 AND CHILDREN'S SERVICES, 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: -PROMOTING COMMUNITY HEALTH -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 COMMUNITY SAFETY AND 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. -SUPPORT OF COMMUNITY SOCIAL SERVICE NEEDS THROUGH EMPLOYEE FOOD AND CLOTHING INITIATIVES.
SCHEDULE H, PART III, LINE 1 BH WRITES OFF BAD DEBT AS AN OPERATING EXPENSE (AS OPPOSED TO A REDUCTION IN ALLOWANCE). BAD DEBT RESERVES ARE EVALUATED MONTHLY. THIS METHODOLOGY ALLOWS THE ORGANIZATION TO ARRIVE AT THE SAME POSITION DESCRIBED IN THE HFMA'S STATEMENT 15, "VALUATION AND FINANCIAL STATEMENT PRESENTATION OF CHARITY CARE AND BAD DEBTS BY INSTITUTIONAL HEALTHCARE PROVIDERS." HOWEVER, BH DOES NOT 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 PREVIOUSLY 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 THAT STUDY, BH ESTIMATES THAT IN EXCESS OF 60% OF THE PATIENT ACCOUNTS COMPRISING THE ORGANIZATIONS BAD DEBT MAY HAVE BEEN ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER BH POLICIES. FOLLOWING THIS STUDY, THE ORGANIZATION ENDEAVORED TO ENHANCE EFFORTS TO INFORM PATIENTS OF ITS FINANCIAL ASSISTANCE POLICIES. HOWEVER, IN ORDER TO ENSURE THAT THE ORGANIZATIONS ENHANCED FINANCIAL ASSISTANCE POLICY IS UTILIZED ONLY BY THOSE PERSONS WHO TRULY REQUIRE SUCH ENHANCED ASSISTANCE, THE POLICY REQUIRES THAT PATIENTS MUST FIRST 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 1) FOOTNOTE PER AUDITED FINANCIAL STATEMENTS (PAGE 12): 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 inclusive of the estimated price concession. 2)COSTING METHOLOGY 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 2018 result is a Medicare shortfall of $22.4 M. 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 BANNER HEALTH'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 FOR EACH ACCOUNT: (A) 1 DAY AFTER FINAL BILL, (B) 36 DAYS AFTER FINAL BILL, AND (C) 71 DAYS AFTER FINAL BILL. THE PROCESS TAKES 105 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 GUARANTORS 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 ORGANIZATIONS 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.
SCHEDULE H, PART VI, LINE 2 BANNER HEALTH UTILIZES ITS STRATEGY AND PLANNING TEAM TO CONTINUALLY IDENTIFY AREAS IN THE COMMUNITIES BH SERVES WHERE INSTITUTIONAL CLINICAL NEEDS ARE NOT BEING SATISFIED ESPECIALLY FOR THOSE WITHIN UNDERSERVED, UNINSURED AND MINORITY POPULATIONS. IT ALSO LEVERAGES A MULTI-PHASED APPROACH TO UNDERSTANDING GAPS IN SERVICES PROVIDED TO COMMUNITIES SERVED BY HOSPITALS WITHIN THE SYSTEM AS WELL AS COMMUNITY RESOURCES THROUGH A COMBINATION OF POPULATION GROWTH AND CHANGING DEMOGRAPHICS ANALYSIS, DETAILED ANALYSIS OF NATIONAL, STATE AND COUNTY DATA SOURCES, 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.
SCHEDULE H, PART VI, 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 PATIENTS/FAMILYS 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 STATEMENT 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 OFFER TO ASSIST IN SUCH ENROLLMENT.
SCHEDULE H, PART VI, LINE 4 BH had 28 hospitals (as of December 31, 2018), and operates or leases nursing homes, physician clinics, home health agencies, ambulatory facilities, and durable medical equipment services in six western states which include demographic areas that range from metropolitan to remote rural areas. The following sets forth pertinent demographic information with respect to the communities and areas served by BH facilities: A. ARIZONA 1) STATE I) Estimated Population: 7,171,646 II) Median Household Income: $53,510 III) Percent of Population in Poverty: 14.90% IV) Percent of Uninsured Persons Under Age 65: 12.00% V) Per Capita Healthcare Expense: $6,452 VI) Total Percent of Uninsured in Population: 10.00% VI) Percent of Uninsured Adults 19-64 Living in Poverty: 14.00% VII) Percent of Uninsured Nonelderly W Income below 100% of FPL: 16.00% VIII) Percent of Uninsured Nonelderly W Income up to 200% of FPL: 18.00% IX) Percent of Population below 400% of FPL: 64.00% X) Percent of Adults Reporting Fair or Poor Health: 19.20% XI) Percent of Adults Diagnosed with Diabetes: 9.70% XII) Percent of Adults Diagnosed with Cardiovascular Disease: 5.90% XIII) Percent of Adults Who are Overweight or Obese: 64.80% XIV) Percent of Adults Reporting Mental Illness in Past Year: 17.60% 2) MARICOPA COUNTY I) ESTIMATED POPULATION: 4,410,824 II) MEDIAN HOUSEHOLD INCOME: $58,580 III) Percent of Population in Poverty: 13.50% IV) Percent of Uninsured Persons Under Age 65: 12.10% 3) PINAL COUNTY I) ESTIMATED POPULATION: 447,138 II) MEDIAN HOUSEHOLD INCOME: $52,628 III) Percent of Population in Poverty: 13.00% IV) Percent of Uninsured Persons Under Age 65: 11.00% 4) COCONINO COUNTY I) ESTIMATED POPULATION: 142,854 II) MEDIAN HOUSEHOLD INCOME: $53,523 III) Percent of Population in Poverty: 18.40% IV) Percent of Uninsured Persons Under Age 65: 13.10% 5) GILA COUNTY I) ESTIMATED POPULATION: 53,594 II) MEDIAN HOUSEHOLD INCOME: $41,179 III) Percent of Population in Poverty: 24.10% IV) Percent of Uninsured Persons Under Age 65: 13.50% B. CALIFORNIA 1) STATE I) ESTIMATED POPULATION: 39,557,045 II) MEDIAN HOUSEHOLD INCOME: $67,169 III) Percent of Population in Poverty: 13.30% IV) Percent of Uninsured Persons Under Age 65: 8.10% V) Per Capita Healthcare Expense: $7,549 VI) Total Percent of Uninsured in Population: 7.00% VI) Percent of Uninsured Adults 19-64 Living in Poverty: 10.00% VII) Percent of Uninsured Nonelderly W Income below 100% of FPL: 12.00% VIII) Percent of Uninsured Nonelderly W Income up to 200% of FPL: 13.00% IX) Percent of Population below 400% of FPL: 56.00% X) Percent of Adults Reporting Fair or Poor Health: 17.60% XI) Percent of Adults Diagnosed with Diabetes: 9.70% XII) Percent of Adults Diagnosed with Cardiovascular Disease: 4.70% XIII) Percent of Adults Who are Overweight or Obese: 60.90% XIV) Percent of Adults Reporting Mental Illness in Past Year: 17.90% 2) LASSEN COUNTY I) ESTIMATED POPULATION: 30,802 II) MEDIAN HOUSEHOLD INCOME: $54,083 III) Percent of Population in Poverty: 16.30% IV) Percent of Uninsured Persons Under Age 65: 4.80% C. COLORADO 1) STATE I) ESTIMATED POPULATION: 5,695,564 II) MEDIAN HOUSEHOLD INCOME: $65,458 III) Percent of Population in Poverty: 10.30% IV) Percent of Uninsured Persons Under Age 65: 8.60% V) Per Capita Healthcare Expense: $6,804 VI) Total Percent of Uninsured in Population: 8.00% VI) Percent of Uninsured Adults 19-64 Living in Poverty: 10.00% VII) Percent of Uninsured Nonelderly W INCOME below 100% of FPL: 12.00% VIII) Percent of Uninsured Nonelderly w Income up to 200% of FPL: 14.00% IX) Percent of Population below 400% of FPL: 53.00% X) Percent of Adults Reporting Fair or Poor Health: 14.50% XI) Percent of Adults Diagnosed with Diabetes: 6.20% XII) Percent of Adults Diagnosed with Cardiovascular Disease: 4.40% XIII) Percent of Adults Who are Overweight or Obese: 58.70% XIV) Percent of Adults Reporting Mental Illness in Past Year: 19.40% 2) LARIMER COUNTY I) ESTIMATED POPULATION: 350,518 II) MEDIAN HOUSEHOLD INCOME: $64,980 III) Percent of Population in Poverty: 11.00% IV) Percent of Uninsured Persons Under Age 65: 7.40% 3) LOGAN COUNTY I) ESTIMATED POPULATION: 21,528 II) MEDIAN HOUSEHOLD INCOME: $44,876 III) Percent of Population in Poverty: 15.80% IV) Percent of Uninsured Persons Under Age 65: 10.50% 4) MORGAN COUNTY I) ESTIMATED POPULATION: 28,558 II) MEDIAN HOUSEHOLD INCOME: $51,456 III) Percent of Population in Poverty: 11.40% IV) Percent of Uninsured Persons Under Age 65: 12.40% 5) WELD COUNTY I) ESTIMATED POPULATION: 314,305 II) MEDIAN HOUSEHOLD INCOME: $66,489 III) Percent of Population in Poverty: 9.40% IV) Percent of Uninsured Persons Under Age 65: 9.40% D. NEBRASKA 1) STATE I) ESTIMATED POPULATION: 1,929,268 II) MEDIAN HOUSEHOLD INCOME: $56,675 III) Percent of Population in Poverty: 10.80% IV) Percent of Uninsured Persons Under Age 65: 9.60% V) Per Capita Healthcare Expense: $8,412 VI) Total Percent of Uninsured in Population: 9.00% VI) Percent of Uninsured Adults 19-64 Living in Poverty: 12.00% VII) Percent of Uninsured Nonelderly w Income below 100% of FPL: 20.00% VIII) Percent of Uninsured Nonelderly w Income up to 200% of FPL: 20.00% IX) Percent of Population below 400% of FPL: 61.00% X) Percent of Adults Reporting Fair or Poor Health: 14.90% XI) Percent of Adults Diagnosed with Diabetes: 8.00% XII) Percent of Adults Diagnosed with Cardiovascular Disease: 6.20% XIII) Percent of Adults Who are Overweight or Obese: 69.00% XIV) Percent of Adults Reporting Mental Illness in Past Year: 17.50% 2) KEITH COUNTY I) ESTIMATED POPULATION: 8,021 II) MEDIAN HOUSEHOLD INCOME: $29,866 III) Percent of Population in Poverty: 12.30% IV) Percent of Uninsured Persons Under Age 65: 10.10% E. NEVADA 1) STATE I) ESTIMATED POPULATION: 3,034,392 II) MEDIAN HOUSEHOLD INCOME: $55,434 III) Percent of Population in Poverty: 13.00% IV) Percent of Uninsured Persons Under Age 65: 13.00% V) Per Capita Healthcare Expense: $6,714 VI) Total Percent of Uninsured in Population: 11.00% VI) Percent of Uninsured Adults 19-64 Living in Poverty: 15.00% VII) Percent of Uninsured Nonelderly w Income below 100% of FPL: 18.00% VIII) Percent of Uninsured Nonelderly w Income up to 200% of FPL: 18.00% IX) Percent of Population below 400% of FPL: 64.00% X) Percent of Adults Reporting Fair or Poor Health: 20.30% XI) Percent of Adults Diagnosed with Diabetes: 10.10% XII) Percent of Adults Diagnosed with Cardiovascular Disease: 6.80% XIII) Percent of Adults Who are Overweight or Obese: 65.70% XIV) Percent of Adults Reporting Mental Illness in Past Year: 18.40% 2) CHURCHILL COUNTY I) ESTIMATED POPULATION: 24,440 II) MEDIAN HOUSEHOLD INCOME: $46,914 III) Percent of Population in Poverty: 11.50% IV) Percent of Uninsured Persons Under Age 65: 13.60% F. WYOMING 1) STATE I) ESTIMATED POPULATION: 577,737 II) MEDIAN HOUSEHOLD INCOME: $60,938 III) Percent of Population in Poverty: 11.30% IV) Percent of Uninsured Persons Under Age 65: 14.50% V) Per Capita Healthcare Expense: $8,302 VI) Total Percent of Uninsured in Population: 12.00% VI) Percent of Uninsured Adults 19-64 Living in Poverty: 17.00% VII) Percent of Uninsured Nonelderly W Income below 100% of FPL: 30.00% VIII) Percent of Uninsured Nonelderly W Income up to 200% of FPL: 26.00% IX) Percent of Population below 400% of FPL: 59.00% X) Percent of Adults Reporting Fair or Poor Health: 15.40% XI) Percent of Adults Diagnosed with Diabetes: 7.60% XII) Percent of Adults Diagnosed with Cardiovascular Disease: 6.10% XIII) Percent of Adults Who are Overweight or Obese: 64.70% XIV) Percent of Adults Reporting Mental Illness in Past Year: 20.00% 2) GOSHEN COUNTY I) ESTIMATED POPULATION: 13,376 II) MEDIAN HOUSEHOLD INCOME: $48,422 III) Percent of Population in Poverty: 12.90% IV) Percent of Uninsured Persons Under Age 65: 16.50% 3) PLATTE COUNTY I) ESTIMATED POPULATION: 8,566 II) MEDIAN HOUSEHOLD INCOME: $47,380 III) Percent of Population in Poverty: 10.40% IV) Percent of Uninsured Persons Under Age 65: 14.90% 4) WASHAKIE COUNTY I) ESTIMATED POPULATION: 7,885 II) MEDIAN HOUSEHOLD INCOME: $51,362 III) Percent of Population in Poverty: 10.70% IV) Percent of Uninsured Persons Under Age 65: 16.70% G. BANNER AVERAGE 1) STATE AVERAGE I) ESTIMATED POPULATION: 9,660,942 II) MEDIAN HOUSEHOLD INCOME: $59,864 III) Percent of Population in Poverty: 12.27% IV) Percent of Uninsured Persons Under Age 65: 10.97% V) Per Capita Healthcare Expense: $7,372 VI) Total Percent of Uninsured in Population: 9.50% VI) Percent of Uninsured Adults 19-64 Living in Poverty: 13.00% VII) Percent of Uninsured Nonelderly W Income below 100% of FPL: 18.00% VIII) Percent of Uninsured Nonelderly W Income up to 200% of FPL: 18.17% IX) Percent of Population below 400% of FPL: 59.50% X) Percent of Adults Reporting Fair or Poor Health: 16.98% XI) Percent of Adults Diagnosed with Diabetes: 8.55% XII) Percent of Adults Diagnosed with Cardiovascular Disease: 5.68% XIII) Percent of Adults Who are Overweight or Obese: 63.97% XIV) Percent of Adults Reporting Menta
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, MAINTAINING EXISTING EQUIPMENT AND FACILITIES AND NEW FACILITIES TO MEET MARKET NEEDS OR TO ENSURE THE LONG TERM SUCCESS OF THE ORGANIZATION. IN PARTICULAR, BANNERS HEAVY REINVESTMENT IN CLINICAL SYSTEMS AND HEALTH INFORMATION TECHNOLOGY ENABLES BH TO PROVIDE A UNIFORMLY HIGH QUALITY OF CARE THROUGHOUT THE SYSTEM, INCLUDING BHS 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 BHS 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.
SCHEDULE H, PART VI, LINE 6 THE ORGANIZATION IS NOT PART OF AN AFFILIATED HEALTH CARE SYSTEM.
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 (COLORADO AND NEBRASKA).
Schedule H (Form 990) 2018
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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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on 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 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
noncash assistance
(h) Purpose of grant
or assistance
(1) AMERICAN CANCER SOCIETY
2929 E THOMAS ROAD
PHOENIX,AZ85016
84-1316555 501(C)(3) 78,017       GENERAL DONATION GENERAL SUPPORT GENERAL DONATION GENERAL SUPPORT GENERAL DONATION GENERAL DONATION GENERAL DONATION GENERAL DONATION GENERAL SUPPORT GENERAL DONATION GENERAL DONATION GENERAL DONATION GENERAL DONATION GENERAL SUPPORT GENERAL DONATION GENERAL DONATION GENERAL DONATION GENERAL DONATION GENERAL SUPPORT GENERAL DONATION GENERAL SUPPORT GENERAL DONATION GENERAL DONATION GENERAL DONATION GENERAL DONATION GENERAL SUPPORT HOSPITAL GENERAL DONATION GENERAL DONATION GENERAL SUPPORT GENERAL DONATION GENERAL SUPPORT GENERAL DONATION GENERAL SUPPORT GENERAL DONATION GENERAL SUPPORT GENERAL DONATION GENERAL DONATION GENERAL DONATION GENERAL DONATION GENERAL DONATION GENERAL DONATION
(2) AMERICAN LIVER FOUNDATION
4545 E SHEA BLVD 164
PHOENIX,AZ85028
36-2883000 501(C)(3) 12,000       GENERAL DONATION
(3) AMERICAN RED CROSS
431 18TH ST NW
WASHINGTON,DC20006
53-0196605 501(C)(3) 5,171       GENERAL SUPPORT
(4) BANNER ALZHEIMER'S FOUNDATION
2901 N CENTRAL AVE 160
PHOENIX,AZ85012
20-4862361 501(C)(3) 10,000       GENERAL SUPPORT HOSPITAL
(5) BANNER LASSEN MEDICAL FOUNDATION
1800 SPRING RIDGE DR
SUSANVILLE,CA96130
68-0392904 501(C)(3) 15,000       GENERAL SUPPORT
(6) BOYS AND GIRLS CLUBS OF WELD COUNTY
2400 1ST AVENUE
GREELEY,AZ80631
84-0529902 501(C)(3) 15,000       GENERAL DONATION
(7) BRUSH AREA CHAMBER OF COMMERCE
218 CLAYTON ST
BRUSH,CO80723
84-0577892 501(C)(6) 5,030       GENERAL DONATION
(8) Children's Action Alliance
4001 NORTH 3RD STREET SUITE 160
PHOENIX,AZ85012
86-0594785 501(C)(3) 8,500       GENERAL DONATION
(9) CHILDREN'S MUSEUM OF PHOENIX
215 N 7TH STREET
PHOENIX,AZ85034
86-9034323 501(C)(3) 20,000       GENERAL DONATION
(10) CITY OF GREELEY
701 10TH STREET
GREELEY,CO80631
84-6000593 GOVT 10,000       GENERAL DONATION
(11) FORT COLLINS AREA CHAMBER OF COMMERCE
225 S MELDRUM ST
FORT COLLINS,CO80522
84-0201983 501(C)(6) 10,000       GENERAL DONATION
(12) GOSHEN COUNTY JUNIOR LIVESTOCK SALE
3955 ROAD 40
YODER,WY82244
83-0316170 501(C)(3) 7,463       GENERAL DONATION
(13) GREATER PHOENIX ECONOMIC COUNCIL
2 N CENTRAL AVE 2500
PHOENIX,AZ85004
86-0539979 501(C)(3) 25,000       GENERAL DONATION
(14) GREELEY CHAMBER OF COM FOUNDATION
902 7TH AVENUE
GREELEY,CO80631
84-0957435 501(C)(3) 8,000       GENERAL DONATION
(15) GREELEY DOWNTOWN DEVELOPMENT AUTHORITY
802 9TH STREET
GREELEY,CO80631
86-6000593 GOVT 10,000       GENERAL DONATION
(16) LASSEN JUNIOR LIVESTOCK AUCTION
PO BOX 1062
SUSANVILLE,CA96130
91-1836013 501(C)(3) 8,658       GENERAL DONATION
(17) LEUKEMIA & LYMPHOMA SOCIETY
3877 N 7TH ST 300
PHOENIX,AZ85014
13-5644916 501(C)(3) 15,000       GENERAL DONATION
(18) MARICOPA ECONOMIC DEVELOPMENT ALLIANCE
PO BOX 1703
MARICOPA,AZ85139
27-0924554 501(C)(3) 10,000       GENERAL DONATION
(19) MCKEE MEDICAL CENTER FOUNDATION
1805 EAST 18TH ST 9
LOVELAND,CO80538
74-2182919 501(C)(3) 246,880       GENERAL DONATION
(20) MESA CHAMBER OF COMMERCE BUS IN EDUC FND
165 N CENTENNIAL WAY 208
MESA,AZ85201
26-3835674 501(C)(3) 10,000       GENERAL DONATION
(21) MHA FOUNDATION
308 E AERO DRIVE
PAYSON,AZ85541
47-3980933 501(C)(3) 9,500       GENERAL DONATION
(22) NORTH COLORADO MEDICAL CENTER FOUNDATION
1801 16TH STREET
GREELEY,CO80631
84-0718355 501(C)(3) 53,241       GENERAL DONATION
(23) NORTHEASTERN RURAL HEALTH CLINICS
1850 SPRING RIDGE DR
SUSANVILLE,CA96130
94-2492609 501(C)(3) 110,000       GENERAL DONATION
(24) RONALD MCDONALD HOUSE CHARITIES PHOENIX
501 E ROANOKE AVE
PHOENIX,AZ85004
86-0483792 501(C)(3) 8,000       GENERAL DONATION
(25) SCHOOL CHOICE ARIZONA
2241 E PECOS RD 3
CHANDLER,AZ85225
20-4879504 501(C)(3) 120,000       GENERAL DONATION
(26) SPECIAL OLYMPICS ARIZONA INC
2100 SOUTH 75TH AVENUE
PHOENIX,AZ85043
86-0307564 501(C)(3) 35,000       GENERAL DONATION
(27) SUN HEALTH FOUNDATION
PO BOX 2012
SUN CITY,AZ85372
27-7107959 501(C)(3) 25,000       GENERAL DONATION
(28) THE DAISY FOUNDATION
21128 21ST AVENUE WEST
LYNWOOD,WA98036
91-2009739 501(C)(3) 7,525       GENERAL DONATION
(29) THE GREATER CASA GRANDE CHAMBER OF COMMERCE
575 N MARSHALL ST
CASA GRANDE,AZ85122
86-0085252 501(C)(6) 12,713       GENERAL DONATION
(30) THE UNIVERSITY OF ARIZONA FOUNDATION
1111 N CHERRY AVE
TUCSON,AZ85721
86-6050388 501(C)(3) 17,185,050       GENERAL DONATION
(31) UNITED WAY OF LARIMER COUNTY INC
424 PINE ST 102
FORT COLLINS,CO80524
84-6031503 501(C)(3) 10,000       GENERAL SUPPORT
(32) UNITED WAY OF WELD COUNTY
PO BOX 1944
GREELEY,CO80632
84-6011918 501(C)(3) 10,000       GENERAL SUPPORT
(33) UNIVERSITY OF NORTHERN COLORADO FOUNDATION
CAMPUS BOX 20
GREELEY,CO80629
84-6044833 501(C)(3) 143,333       GENERAL SUPPORT
(34) UPSTATE COLORADO ECONOMIC DEVELOPMENT
822 7TH ST 550
GREELEY,CO80631
84-1071701 501(C)(6) 10,000       GENERAL SUPPORT
(35) VETERANS CLUB OF ENCATERRA
1535 E ARTEMIS TR
SAN TAN VALLEY,AZ85140
81-1106408 501(C)(3) 8,000       GENERAL SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
31
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
4
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2018

Schedule I (Form 990) 2018
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
SCHEDULE I, PART I, LINE 2 THE OFFICE OF GRANT STRATEGY DEVELOPMENT AND ADMINISTRATION MANAGES ALL RESEARCH AND FEDERALLY FUNDED GRANTS FOR BANNER HEALTH (BH). ALL AWARDS ARE MANAGED IN ACCORDANCE WITH THE FEDERAL OMB A-133 COMPLIANCE SUPPLEMENT. BH 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. BH'S GUIDELINES REGARDING CHARITABLE CONTRIBUTIONS TO OUTSIDE ORGANIZATIONS DIRECT US TO MAKE CONTRIBUTIONS TO OTHER ORGANIZATIONS WHOSE CHARITABLE MISSIONS ALIGN WITH BH'S MISSION OF "MAKING HEALTH CARE EASIER, SO LIFE CAN BE BETTER". 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) 2018



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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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
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 on 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
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
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 on 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
Yes
 
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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on 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" on 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) 2018

Schedule J (Form 990) 2018
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 on 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 in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1Peter S Fine
PRESIDENT & CEO
(i)

(ii)
1,438,387
-------------
0
4,476,085
-------------
0
291,024
-------------
0
4,084,550
-------------
0
33,582
-------------
0
10,323,628
-------------
0
2,430,842
-------------
0
2Majorie Bessel MD
CCO (As of 1/30/18)
(i)

(ii)
540,441
-------------
0
375,502
-------------
0
21,238
-------------
0
628,166
-------------
0
19,186
-------------
0
1,584,533
-------------
0
92,908
-------------
0
3David Bixby
CLO/General Counsel
(i)

(ii)
562,685
-------------
0
657,609
-------------
0
9,239
-------------
0
1,192,223
-------------
0
20,843
-------------
0
2,442,599
-------------
0
255,454
-------------
0
4Naomi Cramer
Chief HR Officer
(i)

(ii)
423,240
-------------
0
411,921
-------------
0
19,547
-------------
0
529,008
-------------
0
27,191
-------------
0
1,410,907
-------------
0
125,922
-------------
0
5Rebecca Kuhn
Chief Operating Officer
(i)

(ii)
786,227
-------------
0
1,223,988
-------------
0
134,452
-------------
0
1,235,000
-------------
0
23,346
-------------
0
3,403,013
-------------
0
544,908
-------------
0
6Dennis Laraway
Chief Financial Officer
(i)

(ii)
794,864
-------------
0
390,720
-------------
0
22,375
-------------
0
610,034
-------------
0
16,486
-------------
0
1,834,479
-------------
0
0
-------------
0
7Alexandra Morehouse McReynolds
Chief Marketing Officer
(i)

(ii)
388,020
-------------
0
432,193
-------------
0
21,272
-------------
0
469,999
-------------
0
33,984
-------------
0
1,345,468
-------------
0
149,206
-------------
0
8Scott Nordlund
CSO (as of 3/25/18)
(i)

(ii)
388,142
-------------
0
120,000
-------------
0
190,998
-------------
0
378,007
-------------
0
17,335
-------------
0
1,094,482
-------------
0
0
-------------
0
9Brenda Schaefer
VP, Treasury/Treasurer
(i)

(ii)
270,283
-------------
0
180,311
-------------
0
19,775
-------------
0
108,480
-------------
0
12,051
-------------
0
590,900
-------------
0
53,186
-------------
0
10Margo Karsten
CEO - Northern Colorado
(i)

(ii)
469,999
-------------
0
268,476
-------------
0
20,682
-------------
0
272,523
-------------
0
18,413
-------------
0
1,050,093
-------------
0
0
-------------
0
11Anuj Narang
CEO - Banner UMC-Phoenix
(i)

(ii)
424,361
-------------
0
346,135
-------------
0
124,538
-------------
0
89,507
-------------
0
31,395
-------------
0
1,015,936
-------------
0
209,340
-------------
0
12Todd S Werner
President - Arizona East
(i)

(ii)
599,104
-------------
0
516,897
-------------
0
20,037
-------------
0
311,000
-------------
0
33,473
-------------
0
1,480,511
-------------
0
171,771
-------------
0
13Ronald Bunnell
Executive Vice President
(i)

(ii)
275,159
-------------
0
1,444,870
-------------
0
650,015
-------------
0
11,000
-------------
0
21,526
-------------
0
2,402,570
-------------
0
752,479
-------------
0
14CHARLES LEHN
PRESIDENT - BHN
(i)

(ii)
491,214
-------------
0
475,201
-------------
0
20,492
-------------
0
287,455
-------------
0
28,531
-------------
0
1,302,893
-------------
0
167,607
-------------
0
15Kathy Bollinger
Pres-Univ Med (thru 6/1/18)
(i)

(ii)
299,345
-------------
0
636,665
-------------
0
14,731
-------------
0
1,070,063
-------------
0
12,060
-------------
0
2,032,864
-------------
0
233,675
-------------
0
16JOHN HENSING MD
EXECUTIVE VP/CMO
(i)

(ii)
87,786
-------------
0
808,024
-------------
0
542
-------------
0
733,378
-------------
0
1,953
-------------
0
1,631,683
-------------
0
316,268
-------------
0
17Matthew Callister
SR Physician Exec Cancer Ctr
(i)

(ii)
700,569
-------------
0
172,709
-------------
0
19,696
-------------
0
59,245
-------------
0
39,225
-------------
0
991,444
-------------
0
0
-------------
0
18Dennis Dahlen
SVP/Chief Financial Officer
(i)

(ii)
0
-------------
0
198,687
-------------
0
0
-------------
0
0
-------------
0
811
-------------
0
199,498
-------------
0
198,687
-------------
0
19Ryan Smith
SVP/CIO (THRU 10/20/18)
(i)

(ii)
233,479
-------------
0
388,357
-------------
0
100,049
-------------
0
45,542
-------------
0
23,897
-------------
0
791,324
-------------
0
139,971
-------------
0
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 3
Part III
Supplemental Information
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.
Return Reference Explanation
SCHEDULE J, PART I, LINE 1A FIRST CLASS TRAVEL THE BH TRAVEL POLICY ALLOWS FOR FIRST-CLASS AIR TRAVEL ON ANY FLIGHT WITHIN THE US AND THE LESSER FARE OF 1ST OR BUSINESS CLASS ON INTERNATIONAL TRAVEL FOR THE PRESIDENT/CEO. GROSS-UP FOR TAXABLE RELOCATION THE FOLLOWING INDIVIDUAL RECEIVED A ONE-TIME PAYMENT FOR RELOCATION EXPENSES, WHICH INCLUDED A GROSS-UP. THIS AMOUNT IS INCLUDED IN THE INDIVIDUAL'S COMPENSATION AND IS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). THE AMOUNT OF THE PAYMENT IS LISTED BELOW. SCOTT NORDLUND $ 189,981 Schedule J, Part I, Line 4a The following individuals received severance pay during 2018 (included in Schedule J, Part II, Column (B)(III)): Ronald Bunnell $636,077 Ryan Smith $80,938
SCHEDULE J, PART I, LINE 4B 1. SERP II - COVERED 3 EXECUTIVES (FINE, BUNNELL, AND BIXBY). THIS NONQUALIFIED PLAN IS HELD IN A RABBI TRUST AT NORTHERN TRUST COMPANY. PAYMENTS ARE PURSUANT TO THE 2004 PLAN WHICH WAS REVIEWED BY AN INDEPENDENT COMPENSATION COMMITTEE TO DETERMINE REASONABLENESS AND IS PAYABLE AT AGE 65 OR UPON 15 YEARS SERVICE. THE ONLY CONTRIBUTIONS ALLOWED ARE EMPLOYER CONTRIBUTIONS AND ARE CALCULATED BASED ON ACTUARILY DETERMINED FACTORS. TAXATION OCCURS UPON DISTRIBUTION. EMPLOYER CONTRIBUTIONS TO SERP II (INCLUDED IN COLUMN C) AS DEFERRED COMPENSATION: PETER S. FINE $290,200 DAVID BIXBY $572,420 2. EXEC 457(B) - COVERED APPROXIMATELY 395 FORMER AND CURRENT EXECUTIVES. THIS NONQUALIFIED PLAN IS HELD AT FIDELITY INVESTMENTS AND IS 100% VESTED. TAXATION OCCURS UPON DISTRIBUTION. THE ONLY CONTRIBUTIONS ALLOWED ARE EMPLOYER CONTRIBUTIONS. CONTRIBUTIONS ARE CALCULATED BASED ON ACTUARIALLY DETERMINED FACTORS. EMPLOYER CONTRIBUTIONS TO EXEC 457(B) ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). 3. EXEC 457(F) - COVERED APPROXIMATELY 95 FORMER AND CURRENT EXECUTIVES. THIS NONQUALIFIED PLAN IS HELD AT FIDELITY INVESTMENTS. VESTING OCCURS UPON MEETING VESTING REQUIREMENTS (SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE) - EARLIER OF AGE 62, 5 YEARS FROM DATE OF DEPOSIT, OR RULE OF 80. TAXATION OCCURS UPON DISTRIBUTION (IF VESTED). THE ONLY CONTRIBUTIONS ALLOWED ARE EMPLOYER CONTRIBUTIONS. PAYOUT AMOUNTS ARE TAXABLE AND INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). DEPOSIT AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). NAME 457(F) PAYOUT EMPLOYER 457(F)DEPOSIT PETER S. FINE $ 263,380 $ 0 REBECCA KUHN $ 108,903 $ 0 DENNIS LARAWAY $ 0 $ 13,803 MAJORIE BESSELL $ 0 $ 43,039 NAOMI CRAMER $ 0 $ 39,208 ALEXANDRA MOREHOUSE MCREYNOLDS $ 0 $ 38,999 BRENDA SCHAEFER $ 0 $ 5,121 ANUJ NARANG $ 105,347 $ 33,523 MARGO KARSTEN $ 0 $ 44,041 CHARLES LEHN $ 0 $ 51,549 KATHY BOLLINGER $ 0 $ 76,505 RYAN SMITH $ 0 $ 35,914 MATTHEW CALLISTER $ 0 $ 48,245
SCHEDULE J, PART I, LINE 7 1. THE INDIVIDUALS IDENTIFIED BELOW PARTICIPATE IN A LONG-TERM INCENTIVE PLAN (LTIP) COVERING THREE-YEAR CYCLES FROM 2015-2017, 2016-2018, 2017-2019 AND 2018-2020. THE LTIP WAS DESIGNED AT THE INITIATIVE OF THE BANNER BOARD OF DIRECTORS WITH THE ASSISTANCE OF TOWERS WATSON, AND ALL COMPONENTS WERE APPROVED BY THE BOARD. THE PLANS AREAS OF PERFORMANCE TARGETS INCLUDE: BANNER HEALTH NETWORK COST PER CASE, ELECTRONIC HEALTH RECORD IMPLEMENTATION, COVERED LIVES (POPULATION HEALTH MANAGEMENT) AND HIRING PHYSICIANS. AWARDS ARE CALCULATED AS A PERCENTAGE OF AVERAGE BASE SALARY DURING 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 LTIP PAYOUT OPPORTUNITY RANGES FROM 20% TO 255% OF THE 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. ALL LTIP COMPENSATION PAYMENTS ARE REPORTED IN THE INCENTIVE AND BONUS COMPENSATION SHOWN IN SCHEDULE J, PART II, COLUMN (B)(II). AMOUNTS PAID FOR 2018 FOR THE 2015-2017 CYCLE ARE REPORTED IN SCHEDULE J, PART II, COLUMN (B) AS BONUS & INCENTIVE COMPENSATION. AMOUNTS ACCRUED FOR 2018 FOR THE 2016-2018, 2017-2019, and 2018-2020 cycles (TO BE PAID OUT IN 2019, 2020 AND 2021 RESPECTIVELY) ARE REPORTED IN SCHEDULE J, PART II, COLUMN (C) AS DEFERRED COMPENSATION. NAME LTIP ACCRUAL LTIP PAYOUT PETER S. FINE $ 3,783,350 $ 2,430,842 REBECCA KUHN $ 1,224,000 $ 544,908 DAVID BIXBY $ 608,803 $ 255,454 DENNIS LARAWAY $ 595,000 $ 0 MAJORIE BESSEL $ 574,127 $ 92,908 NAOMI CRAMER $ 478,800 $ 125,922 ALEXANDRA MOREHOUSE MCREYNOLDS $ 420,000 $ 149,206 SCOTT NORDLUND $ 378,007 $ 0 BRENDA SCHAEFER $ 92,400 $ 53,186 TODD S. WERNER $ 300,000 $ 171,771 ANUJ NARANG $ 44,984 $ 103,993 MARGO KARSTEN $ 218,251 $ 0 RONALD BUNNELL $ 0 $ 752,479 CHARLES LEHN $ 224,996 $ 167,607 KATHY BOLLINGER $ 982,558 $ 233,675 JOHN HENSING, MD $ 729,849 $ 316,268 RYAN SMITH $ 0 $ 139,971 DENNIS DAHLEN $ 0 $ 198,687 2. BANNER HEALTH HAS A MANAGEMENT INCENTIVE PLAN (MIP) WHICH IS BASED ON COMPANY ACHIEVEMENT OF SEVERAL FINANCIAL AND NON-FINANCIAL/CLINICAL QUALITY METRICS THAT ARE ESTABLISHED ANNUALLY BY THE BANNER HEALTH BOARD OF DIRECTORS. AWARDS ARE GRANTED AS A PERCENTAGE OF THE PARTICIPANT'S BASE SALARY AND VARY WITH THE POSITION LEVEL OF THE PARTICIPATING EMPLOYEE, RANGING FROM 7% TO 110% OF BASE SALARY. IN 2018, THERE WERE 1,053 MIP PARTICIPANTS. THE MIP WAS ACCRUED IN 2018 FOR THE 2018 MIP, AND PAYOUTS ON THE 2018 MIP WERE PAID IN 2018. MIP COMPENSATION IS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(II).
SCHEDULE J, PART III Sign on Bonus The following individual received a one-time sign on bonus in 2018 (included in Column (b)(II)): Dennis Laraway $240,000 Scott Nordland $120,000
Schedule J (Form 990) 2018
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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 , line 24a. Provide descriptions,
explanations, and any additional information in Part .
SchKMediumBullet Attach to Form 990.

SchKMediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
Banner Health
 
Employer identification number
45-0233470
Part
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 040507KYO 08-28-2008 915,742,826 SERIES 2008D - SEE PART VI X     X   X
B ARIZONA HEALTH FACILITIES AUTHORITY
 
86-0453292 040507HMO 05-10-2007 600,002,793 SERIES 2007A-B - SEE PART VI X     X   X
C ARIZONA HEALTH FACILITIES AUTHORITY
 
86-0453292 040507hnb 04-30-2008 226,464,588 SERIES 2008A - SEE PART VI X     X   X
D ARIZONA HEALTH FACILITIES AUTHORITY
 
86-0453292 040507jy2 06-19-2008 197,500,000 SERIES 2008B-C - 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
ARIZONA HEALTH FACILITIES AUTHORITY
 
86-0453292 000040507 10-22-2014 211,563,492 SERIES 2014A - SEE PART VI   X   X   X
ARIZONA HEALTH FACILITIES AUTHORITY
 
86-0453292 040507QM0 11-05-2015 109,938,631 SERIES 2015A - SEE PART VI   X   X   X
ARIZONA HEALTH FACILITIES AUTHORITY
 
86-0453292 040507QA6 11-05-2015 301,550,000 SERIES 2015B-D - SEE PART VI   X   X   X
THE INDUSTRIAL DEVEL AUTHORITY OF MARICOPA
 
86-0453292 56682hch0 11-17-2016 931,052,179 SERIES 2016A - SEE PART VI   X   X   X
THE INDUSTRIAL DEVEL AUTHORITY OF MARICOPA
 
86-0445263 56682hck3 10-18-2017 403,357,634 Series 2017ABC - See Part VI   X   X   X
THE INDUSTRIAL DEVEL AUTHORITY OF MARICOPA
 
86-0445263 56682hcp2 10-18-2017 100,000,000 Series 2017D - See Part VI   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 168,885,000 87,365,000 28,455,000 36,550,000
2 Amount of bonds legally defeased .............. 748,975,000 103,555,000 198,705,000 0
3 Total proceeds of issue .................. 919,855,595 654,681,003 226,464,588 197,500,000
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 0 0 0
7 Issuance costs from proceeds ............... 5,438,540 3,221,064 1,836,731 2,489,789
8 Credit enhancement from proceeds ............. 0 0 0 100,211
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 575,104,824 651,459,939 0 0
11 Other spent proceeds ............. 339,312,231 0 224,627,857 194,910,000
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2011 2009 2009 2009
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
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) 2018

Schedule K (Form 990) 2018
Page 2
Part
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 0.070 % 0 % 0.010 % 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 % 0 % 0 % 0 %
6 Total of lines 4 and 5 ............. 0.070 % 0 % 0.010 % 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. ..   0 % 0 % 0 %
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
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   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 "Yes" to line 2c, provide in Part 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 .......... 0
 
MORGAN STANLEY
 
0
 
MORGAN STANLEY
 
c Term of hedge ......... 2030 % 2967 %   2665 %
d Was the hedge superintegrated? ......   X X         X
e Was the hedge terminated? ........   X   X       X
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 3
Part
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 .......... 0
 
MORGAN STANLEY
 
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
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
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
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
. Schedule K, Part IV, Line 2c 2007A-B - MAY 5, 2017 2008B-C - FEBRUARY 28, 2013 2008D - OCTOBER 3, 2017 2008E-H - OCTOBER 2, 2017 2012A - DECEMBER 29, 2017 2014A - OCTOBER 22, 2016 2015A - DECEMBER 8, 2017 2015B-D - MAY 12, 2017 2015B-D - NOVEMBER 5, 2015 2016A - NOVEMBER 17, 2016
SCHEDULE K, PART VI 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. 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 FIVE-STORY PARKING STRUCTURE FOR VISITORS, A THREE-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), TO ADD 56 PRIVATE PATIENT ROOMS AND TO CONVERT EXISTING SEMI- PRIVATE BEDS TO PRIVATE BEDS. 2014A: THE PROCEEDS OF THE BONDS ARE BEING USED: (1) TO FINANCE AND REFINANCE THE COSTS OF THE ACQUISITION AND THE COST OF CAPITAL IMPROVEMENTS OF BANNER CASA GRANDE, AN ACUTE CARE COMMUNITY HOSPITAL, (2) TO FINANCE THE CONSTRUCTION, IMPROVEMENT, RENOVATION AND EQUIPPING OF THE NEW BANNER FORT COLLINS MEDICAL CENTER, AND (3) TO FINANCE THE CONSTRUCTION, IMPROVEMENT, RENOVATION AND EQUIPPING OF THE BANNER M.D. ANDERSON CANCER CENTER. 2015A: THE BONDS WERE USED TO: (1) ADVANCE REFUND THE PORTION OF THE AUTHORITYS REVENUE BONDS (BANNER HEALTH), SERIES 2007A MATURING ON JANUARY 1 IN THE YEARS 2018 THROUGH 2025; (2) PAY CERTAIN LEGAL, ACCOUNTING AND FINANCING COSTS, INCLUDING UNDERWRITERS DISCOUNT, INCURRED IN CONNECTION WITH THE ISSUANCE OF THE BONDS (THE "COST OF ISSUANCE"). 2015B-D: THE PROCEEDS OF THE BONDS ARE BEING USED FOR: (1) REFINANCE A PORTION OF THE OUTSTANDING PRINCIPAL AMOUNT OF A TAXABLE TERM LOAN TO THE BANNER HEALTH FROM MIZUHO BANK LTD. THE PROCEEDS OF THE LOAN WERE USED TO ACQUIRE A PORTION OF THE ASSETS OF THE UNIVERSITY OF ARIZONA HEALTH NETWORK, INC.; (2) REFINANCE A PORTION OF THE OUTSTANDING PRINCIPLE AMOUNT OF A TAXABLE REVOLVING CREDIT LOAN TO BANNER HEALTH FROM THE BANK OF AMERICA, N.A.. THE PROCEEDS OF THE LOAN WERE USED BY BANNER HEALTH TO ACQUIRE A PORTION OF THE ASSETS OF PAYSON REGIONAL MEDICAL CENTER.; (3) CONSTRUCT A 1,100 CAR PARKING GARAGE AT THE BANNER-UNIVERSITY MEDICAL CENTER PHOENIX; (4) PAY THE FEES AND EXPENSES WITH RESPECT TO A DIRECT-PAY LETTER OF CREDIT RELATING TO THE 2015B BONDS PROVIDED BY THE BANK OF TOKYO-MITSUBISHI UFJ LTD.; (5) PAY THE FEES AND EXPENSES WITH RESPECT TO A DIRECT-PAY LETTER RELATING TO THE 2015C BONDS AND TOGETHER WITH THE 2015B LETTER OF CREDIT PROVIDED BY BANK OF AMERICA, N.A.; AND (6) PAY CERTAIN LEGAL, ACCOUNTING AND FINANCING COSTS, INCLUDING UNDERWRITERS' DISCOUNT, INCURRED IN CONNECTION WITH THE ISSUANCE OF THE BONDS (THE "COST OF ISSUANCE"). 2016A: THE PROCEEDS OF THE BONDS, TOGETHER WITH OTHER AVAILABLE MONEYS OF BANNER HEALTH, ARE BEING USED TO: (1) ADVANCE REFUND THE PORTION OF THE ARIZONA HEALTH FACILITIES AUTHORITY REVENUE BONDS SERIES 2008A MATURING ON JANUARY 1 IN THE YEARS 2022 THROUGH 2035; (2) ADVANCE REFUND THE PORTION OF ARIZONA HEALTH FACILITIES AUTHORITY REVENUE BONDS SERIES 2008D AND COLLECTIVELY WITH THE SERIES 2008A BONDS MATURING ON JANUARY 1 IN THE YEARS 2019 THROUGH 2038 (OTHER THAN 2030); (3) PAY CERTAIN LEGAL, ACCOUNTING AND FINANCING COSTS, INCLUDING UNDERWRITERS' DISCOUNT, INCURRED IN CONNECTION WITH THE ISSUANCE OF THE BOND. YEARS 2019 THROUGH 2038 (OTHER THAN 2030); (3) PAY CERTAIN LEGAL, ACCOUNTING AND FINANCING COSTS, INCLUDING UNDERWRITERS' DISCOUNT, INCURRED IN CONNECTION WITH THE ISSUANCE OF THE BOND. 2017ABC: THE PROCEEDS OF THE SERIES 2017ABC BONDS, TOGETHER WITH OTHER AVAILABLE MONEYS OF THE INSTITUTION, ARE BEING USED TO: (1) FINANCE A PORTION OF THE COSTS OF ACQUISITION, CONSTRUCTION, RENOVATION, INSTALLATION AND EQUIPPING OF THE 2017 PROJECTS, INCLUDING REIMBURSEMENT OF CERTAIN PRIOR CAPITAL EXPENDITURES PAID BY THE INSTITUTION. (2) PAY CERTAIN LEGAL, ACCOUNTING AND FINANCING COSTS, INCLUDING UNDERWRITERS' DISCOUNT, INCURRED IN CONNECTION WITH THE ISSUANCE OF THE SERIES 2017ABC BONDS (THE "COSTS OF ISSUANCE"). THE 2017 PROJECTS INCLUDE (A) CONSTRUCTION, FURNISHING AND EQUIPPING OF A NEW 16 STORY PATIENT CARE AND CLINICAL TOWER TO BE LOCATED ON THE BANNER-UNIVERSITY MEDICAL CENTER PHOENIX CAMPUS (BANNER UMC PHOENIX) LOCATED AT 1111 E. MCDOWELL ROAD, PHOENIX, ARIZONA 85006, CONSISTING OF APPROXIMATELY 700,000 SQUARE FEET AND HOUSING APPROXIMATELY 256 PATIENT BEDS, A NEW EMERGENCY DEPARTMENT AND TRAUMA CENTER, OPERATING ROOMS, DIAGNOSTIC AND LABORATORY FACILITIES, AND RELATED CAMPUS IMPROVEMENTS AND MISCELLANEOUS CAPITAL EXPENDITURES ON THE BANNER UMC PHOENIX CAMPUS, AND (B) CONSTRUCTION, FURNISHING AND EQUIPPING OF A NEW 9-STORY PATIENT CARE AND CLINICAL TOWER TO BE LOCATED ON THE BANNER-UNIVERSITY MEDICAL CENTER TUCSON CAMPUS (BANNER UMC TUCSON) LOCATED AT 1501 N. CAMPBELL AVENUE, TUCSON, ARIZONA 85724, CONSISTING OF APPROXIMATELY 700,000 SQUARE FEET AND HOUSING APPROXIMATELY 204 PATIENT BEDS, OPERATING ROOMS, DIAGNOSTIC AND LABORATORY FACILITIES AND RELATED CAMPUS IMPROVEMENTS AND MISCELLANEOUS CAPITAL EXPENDITURES ON THE BANNER UMC TUCSON CAMPUS. 2017D: THE PROCEEDS OF THE SERIES 2017D BONDS, TOGETHER WITH OTHER AVAILABLE MONEYS OF THE INSTITUTION, ARE BEING USED TO: (1) FINANCE A PORTION OF THE COSTS OF ACQUISITION, CONSTRUCTION, RENOVATION, INSTALLATION AND EQUIPPING OF THE 2017 PROJECTS, INCLUDING REIMBURSEMENT OF CERTAIN PRIOR CAPITAL EXPENDITURES PAID BY THE INSTITUTION; (2) PAY CERTAIN LEGAL, ACCOUNTING AND FINANCING COSTS, INCLUDING UNDERWRITERS' DISCOUNT, INCURRED IN CONNECTION WITH THE ISSUANCE OF THE SERIES 2017D BONDS (THE "COSTS OF ISSUANCE"). THE 2017 PROJECTS INCLUDE: (A) CONSTRUCTION, FURNISHING AND EQUIPPING OF A NEW 16-STORY PATIENT CARE AND CLINICAL TOWER TO BE LOCATED ON THE BANNER-UNIVERSITY MEDICAL CENTER PHOENIX CAMPUS (BANNER UMC PHOENIX) LOCATED AT 1111 E. MCDOWELL ROAD, PHOENIX, ARIZONA 85006, CONSISTING OF APPROXIMATELY 700,000 SQUARE FEET AND HOUSING APPROXIMATELY 256 PATIENT BEDS, A NEW EMERGENCY DEPARTMENT AND TRAUMA CENTER, OPERATING ROOMS, DIAGNOSTIC AND LABORATORY FACILITIES, AND RELATED CAMPUS IMPROVEMENTS AND MISCELLANEOUS CAPITAL EXPENDITURES ON THE BANNER UMC PHOENIX CAMPUS, AND (B) CONSTRUCTION, FURNISHING AND EQUIPPING OF A NEW 9-STORY PATIENT CARE AND CLINICAL TOWER TO BE LOCATED ON THE BANNER-UNIVERSITY MEDICAL CENTER TUCSON CAMPUS (BANNER UMC TUCSON) LOCATED AT 1501 N. CAMPBELL AVENUE, TUCSON, ARIZONA 85724, CONSISTING OF APPROXIMATELY 700,000 SQUARE FEET AND HOUSING APPROXIMATELY 204 PATIENT BEDS, OPE
Schedule K (Form 990) 2018

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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 , line 24a. Provide descriptions,
explanations, and any additional information in Part .
SchKMediumBullet Attach to Form 990.

SchKMediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
Banner Health
 
Employer identification number
45-0233470
Part
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 040507KYO 08-28-2008 915,742,826 SERIES 2008D - SEE PART VI X     X   X
B ARIZONA HEALTH FACILITIES AUTHORITY
 
86-0453292 040507HMO 05-10-2007 600,002,793 SERIES 2007A-B - SEE PART VI X     X   X
C ARIZONA HEALTH FACILITIES AUTHORITY
 
86-0453292 040507hnb 04-30-2008 226,464,588 SERIES 2008A - SEE PART VI X     X   X
D ARIZONA HEALTH FACILITIES AUTHORITY
 
86-0453292 040507jy2 06-19-2008 197,500,000 SERIES 2008B-C - 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
ARIZONA HEALTH FACILITIES AUTHORITY
 
86-0453292 000040507 10-22-2014 211,563,492 SERIES 2014A - SEE PART VI   X   X   X
ARIZONA HEALTH FACILITIES AUTHORITY
 
86-0453292 040507QM0 11-05-2015 109,938,631 SERIES 2015A - SEE PART VI   X   X   X
ARIZONA HEALTH FACILITIES AUTHORITY
 
86-0453292 040507QA6 11-05-2015 301,550,000 SERIES 2015B-D - SEE PART VI   X   X   X
THE INDUSTRIAL DEVEL AUTHORITY OF MARICOPA
 
86-0453292 56682hch0 11-17-2016 931,052,179 SERIES 2016A - SEE PART VI   X   X   X
THE INDUSTRIAL DEVEL AUTHORITY OF MARICOPA
 
86-0445263 56682hck3 10-18-2017 403,357,634 Series 2017ABC - See Part VI   X   X   X
THE INDUSTRIAL DEVEL AUTHORITY OF MARICOPA
 
86-0445263 56682hcp2 10-18-2017 100,000,000 Series 2017D - See Part VI   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 168,885,000 87,365,000 28,455,000 36,550,000
2 Amount of bonds legally defeased .............. 748,975,000 103,555,000 198,705,000 0
3 Total proceeds of issue .................. 919,855,595 654,681,003 226,464,588 197,500,000
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 0 0 0
7 Issuance costs from proceeds ............... 5,438,540 3,221,064 1,836,731 2,489,789
8 Credit enhancement from proceeds ............. 0 0 0 100,211
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 575,104,824 651,459,939 0 0
11 Other spent proceeds ............. 339,312,231 0 224,627,857 194,910,000
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2011 2009 2009 2009
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
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) 2018

Schedule K (Form 990) 2018
Page 2
Part
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 0.070 % 0 % 0.010 % 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 % 0 % 0 % 0 %
6 Total of lines 4 and 5 ............. 0.070 % 0 % 0.010 % 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. ..   0 % 0 % 0 %
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
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   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 "Yes" to line 2c, provide in Part 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 .......... 0
 
MORGAN STANLEY
 
0
 
MORGAN STANLEY
 
c Term of hedge ......... 2030 % 2967 %   2665 %
d Was the hedge superintegrated? ......   X X         X
e Was the hedge terminated? ........   X   X       X
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 3
Part
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 .......... 0
 
MORGAN STANLEY
 
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
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
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
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
. Schedule K, Part IV, Line 2c 2007A-B - MAY 5, 2017 2008B-C - FEBRUARY 28, 2013 2008D - OCTOBER 3, 2017 2008E-H - OCTOBER 2, 2017 2012A - DECEMBER 29, 2017 2014A - OCTOBER 22, 2016 2015A - DECEMBER 8, 2017 2015B-D - MAY 12, 2017 2015B-D - NOVEMBER 5, 2015 2016A - NOVEMBER 17, 2016
SCHEDULE K, PART VI 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. 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 FIVE-STORY PARKING STRUCTURE FOR VISITORS, A THREE-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), TO ADD 56 PRIVATE PATIENT ROOMS AND TO CONVERT EXISTING SEMI- PRIVATE BEDS TO PRIVATE BEDS. 2014A: THE PROCEEDS OF THE BONDS ARE BEING USED: (1) TO FINANCE AND REFINANCE THE COSTS OF THE ACQUISITION AND THE COST OF CAPITAL IMPROVEMENTS OF BANNER CASA GRANDE, AN ACUTE CARE COMMUNITY HOSPITAL, (2) TO FINANCE THE CONSTRUCTION, IMPROVEMENT, RENOVATION AND EQUIPPING OF THE NEW BANNER FORT COLLINS MEDICAL CENTER, AND (3) TO FINANCE THE CONSTRUCTION, IMPROVEMENT, RENOVATION AND EQUIPPING OF THE BANNER M.D. ANDERSON CANCER CENTER. 2015A: THE BONDS WERE USED TO: (1) ADVANCE REFUND THE PORTION OF THE AUTHORITYS REVENUE BONDS (BANNER HEALTH), SERIES 2007A MATURING ON JANUARY 1 IN THE YEARS 2018 THROUGH 2025; (2) PAY CERTAIN LEGAL, ACCOUNTING AND FINANCING COSTS, INCLUDING UNDERWRITERS DISCOUNT, INCURRED IN CONNECTION WITH THE ISSUANCE OF THE BONDS (THE "COST OF ISSUANCE"). 2015B-D: THE PROCEEDS OF THE BONDS ARE BEING USED FOR: (1) REFINANCE A PORTION OF THE OUTSTANDING PRINCIPAL AMOUNT OF A TAXABLE TERM LOAN TO THE BANNER HEALTH FROM MIZUHO BANK LTD. THE PROCEEDS OF THE LOAN WERE USED TO ACQUIRE A PORTION OF THE ASSETS OF THE UNIVERSITY OF ARIZONA HEALTH NETWORK, INC.; (2) REFINANCE A PORTION OF THE OUTSTANDING PRINCIPLE AMOUNT OF A TAXABLE REVOLVING CREDIT LOAN TO BANNER HEALTH FROM THE BANK OF AMERICA, N.A.. THE PROCEEDS OF THE LOAN WERE USED BY BANNER HEALTH TO ACQUIRE A PORTION OF THE ASSETS OF PAYSON REGIONAL MEDICAL CENTER.; (3) CONSTRUCT A 1,100 CAR PARKING GARAGE AT THE BANNER-UNIVERSITY MEDICAL CENTER PHOENIX; (4) PAY THE FEES AND EXPENSES WITH RESPECT TO A DIRECT-PAY LETTER OF CREDIT RELATING TO THE 2015B BONDS PROVIDED BY THE BANK OF TOKYO-MITSUBISHI UFJ LTD.; (5) PAY THE FEES AND EXPENSES WITH RESPECT TO A DIRECT-PAY LETTER RELATING TO THE 2015C BONDS AND TOGETHER WITH THE 2015B LETTER OF CREDIT PROVIDED BY BANK OF AMERICA, N.A.; AND (6) PAY CERTAIN LEGAL, ACCOUNTING AND FINANCING COSTS, INCLUDING UNDERWRITERS' DISCOUNT, INCURRED IN CONNECTION WITH THE ISSUANCE OF THE BONDS (THE "COST OF ISSUANCE"). 2016A: THE PROCEEDS OF THE BONDS, TOGETHER WITH OTHER AVAILABLE MONEYS OF BANNER HEALTH, ARE BEING USED TO: (1) ADVANCE REFUND THE PORTION OF THE ARIZONA HEALTH FACILITIES AUTHORITY REVENUE BONDS SERIES 2008A MATURING ON JANUARY 1 IN THE YEARS 2022 THROUGH 2035; (2) ADVANCE REFUND THE PORTION OF ARIZONA HEALTH FACILITIES AUTHORITY REVENUE BONDS SERIES 2008D AND COLLECTIVELY WITH THE SERIES 2008A BONDS MATURING ON JANUARY 1 IN THE YEARS 2019 THROUGH 2038 (OTHER THAN 2030); (3) PAY CERTAIN LEGAL, ACCOUNTING AND FINANCING COSTS, INCLUDING UNDERWRITERS' DISCOUNT, INCURRED IN CONNECTION WITH THE ISSUANCE OF THE BOND. YEARS 2019 THROUGH 2038 (OTHER THAN 2030); (3) PAY CERTAIN LEGAL, ACCOUNTING AND FINANCING COSTS, INCLUDING UNDERWRITERS' DISCOUNT, INCURRED IN CONNECTION WITH THE ISSUANCE OF THE BOND. 2017ABC: THE PROCEEDS OF THE SERIES 2017ABC BONDS, TOGETHER WITH OTHER AVAILABLE MONEYS OF THE INSTITUTION, ARE BEING USED TO: (1) FINANCE A PORTION OF THE COSTS OF ACQUISITION, CONSTRUCTION, RENOVATION, INSTALLATION AND EQUIPPING OF THE 2017 PROJECTS, INCLUDING REIMBURSEMENT OF CERTAIN PRIOR CAPITAL EXPENDITURES PAID BY THE INSTITUTION. (2) PAY CERTAIN LEGAL, ACCOUNTING AND FINANCING COSTS, INCLUDING UNDERWRITERS' DISCOUNT, INCURRED IN CONNECTION WITH THE ISSUANCE OF THE SERIES 2017ABC BONDS (THE "COSTS OF ISSUANCE"). THE 2017 PROJECTS INCLUDE (A) CONSTRUCTION, FURNISHING AND EQUIPPING OF A NEW 16 STORY PATIENT CARE AND CLINICAL TOWER TO BE LOCATED ON THE BANNER-UNIVERSITY MEDICAL CENTER PHOENIX CAMPUS (BANNER UMC PHOENIX) LOCATED AT 1111 E. MCDOWELL ROAD, PHOENIX, ARIZONA 85006, CONSISTING OF APPROXIMATELY 700,000 SQUARE FEET AND HOUSING APPROXIMATELY 256 PATIENT BEDS, A NEW EMERGENCY DEPARTMENT AND TRAUMA CENTER, OPERATING ROOMS, DIAGNOSTIC AND LABORATORY FACILITIES, AND RELATED CAMPUS IMPROVEMENTS AND MISCELLANEOUS CAPITAL EXPENDITURES ON THE BANNER UMC PHOENIX CAMPUS, AND (B) CONSTRUCTION, FURNISHING AND EQUIPPING OF A NEW 9-STORY PATIENT CARE AND CLINICAL TOWER TO BE LOCATED ON THE BANNER-UNIVERSITY MEDICAL CENTER TUCSON CAMPUS (BANNER UMC TUCSON) LOCATED AT 1501 N. CAMPBELL AVENUE, TUCSON, ARIZONA 85724, CONSISTING OF APPROXIMATELY 700,000 SQUARE FEET AND HOUSING APPROXIMATELY 204 PATIENT BEDS, OPERATING ROOMS, DIAGNOSTIC AND LABORATORY FACILITIES AND RELATED CAMPUS IMPROVEMENTS AND MISCELLANEOUS CAPITAL EXPENDITURES ON THE BANNER UMC TUCSON CAMPUS. 2017D: THE PROCEEDS OF THE SERIES 2017D BONDS, TOGETHER WITH OTHER AVAILABLE MONEYS OF THE INSTITUTION, ARE BEING USED TO: (1) FINANCE A PORTION OF THE COSTS OF ACQUISITION, CONSTRUCTION, RENOVATION, INSTALLATION AND EQUIPPING OF THE 2017 PROJECTS, INCLUDING REIMBURSEMENT OF CERTAIN PRIOR CAPITAL EXPENDITURES PAID BY THE INSTITUTION; (2) PAY CERTAIN LEGAL, ACCOUNTING AND FINANCING COSTS, INCLUDING UNDERWRITERS' DISCOUNT, INCURRED IN CONNECTION WITH THE ISSUANCE OF THE SERIES 2017D BONDS (THE "COSTS OF ISSUANCE"). THE 2017 PROJECTS INCLUDE: (A) CONSTRUCTION, FURNISHING AND EQUIPPING OF A NEW 16-STORY PATIENT CARE AND CLINICAL TOWER TO BE LOCATED ON THE BANNER-UNIVERSITY MEDICAL CENTER PHOENIX CAMPUS (BANNER UMC PHOENIX) LOCATED AT 1111 E. MCDOWELL ROAD, PHOENIX, ARIZONA 85006, CONSISTING OF APPROXIMATELY 700,000 SQUARE FEET AND HOUSING APPROXIMATELY 256 PATIENT BEDS, A NEW EMERGENCY DEPARTMENT AND TRAUMA CENTER, OPERATING ROOMS, DIAGNOSTIC AND LABORATORY FACILITIES, AND RELATED CAMPUS IMPROVEMENTS AND MISCELLANEOUS CAPITAL EXPENDITURES ON THE BANNER UMC PHOENIX CAMPUS, AND (B) CONSTRUCTION, FURNISHING AND EQUIPPING OF A NEW 9-STORY PATIENT CARE AND CLINICAL TOWER TO BE LOCATED ON THE BANNER-UNIVERSITY MEDICAL CENTER TUCSON CAMPUS (BANNER UMC TUCSON) LOCATED AT 1501 N. CAMPBELL AVENUE, TUCSON, ARIZONA 85724, CONSISTING OF APPROXIMATELY 700,000 SQUARE FEET AND HOUSING APPROXIMATELY 204 PATIENT BEDS, OPE
Schedule K (Form 990) 2018

Additional Data


Software ID:  
Software Version:  


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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 , line 24a. Provide descriptions,
explanations, and any additional information in Part .
SchKMediumBullet Attach to Form 990.

SchKMediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
Banner Health
 
Employer identification number
45-0233470
Part
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 040507KYO 08-28-2008 915,742,826 SERIES 2008D - SEE PART VI X     X   X
B ARIZONA HEALTH FACILITIES AUTHORITY
 
86-0453292 040507HMO 05-10-2007 600,002,793 SERIES 2007A-B - SEE PART VI X     X   X
C ARIZONA HEALTH FACILITIES AUTHORITY
 
86-0453292 040507hnb 04-30-2008 226,464,588 SERIES 2008A - SEE PART VI X     X   X
D ARIZONA HEALTH FACILITIES AUTHORITY
 
86-0453292 040507jy2 06-19-2008 197,500,000 SERIES 2008B-C - 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
ARIZONA HEALTH FACILITIES AUTHORITY
 
86-0453292 000040507 10-22-2014 211,563,492 SERIES 2014A - SEE PART VI   X   X   X
ARIZONA HEALTH FACILITIES AUTHORITY
 
86-0453292 040507QM0 11-05-2015 109,938,631 SERIES 2015A - SEE PART VI   X   X   X
ARIZONA HEALTH FACILITIES AUTHORITY
 
86-0453292 040507QA6 11-05-2015 301,550,000 SERIES 2015B-D - SEE PART VI   X   X   X
THE INDUSTRIAL DEVEL AUTHORITY OF MARICOPA
 
86-0453292 56682hch0 11-17-2016 931,052,179 SERIES 2016A - SEE PART VI   X   X   X
THE INDUSTRIAL DEVEL AUTHORITY OF MARICOPA
 
86-0445263 56682hck3 10-18-2017 403,357,634 Series 2017ABC - See Part VI   X   X   X
THE INDUSTRIAL DEVEL AUTHORITY OF MARICOPA
 
86-0445263 56682hcp2 10-18-2017 100,000,000 Series 2017D - See Part VI   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 168,885,000 87,365,000 28,455,000 36,550,000
2 Amount of bonds legally defeased .............. 748,975,000 103,555,000 198,705,000 0
3 Total proceeds of issue .................. 919,855,595 654,681,003 226,464,588 197,500,000
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 0 0 0
7 Issuance costs from proceeds ............... 5,438,540 3,221,064 1,836,731 2,489,789
8 Credit enhancement from proceeds ............. 0 0 0 100,211
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 575,104,824 651,459,939 0 0
11 Other spent proceeds ............. 339,312,231 0 224,627,857 194,910,000
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2011 2009 2009 2009
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
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) 2018

Schedule K (Form 990) 2018
Page 2
Part
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 0.070 % 0 % 0.010 % 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 % 0 % 0 % 0 %
6 Total of lines 4 and 5 ............. 0.070 % 0 % 0.010 % 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. ..   0 % 0 % 0 %
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
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   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 "Yes" to line 2c, provide in Part 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 .......... 0
 
MORGAN STANLEY
 
0
 
MORGAN STANLEY
 
c Term of hedge ......... 2030 % 2967 %   2665 %
d Was the hedge superintegrated? ......   X X         X
e Was the hedge terminated? ........   X   X       X
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 3
Part
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 .......... 0
 
MORGAN STANLEY
 
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
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
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
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
. Schedule K, Part IV, Line 2c 2007A-B - MAY 5, 2017 2008B-C - FEBRUARY 28, 2013 2008D - OCTOBER 3, 2017 2008E-H - OCTOBER 2, 2017 2012A - DECEMBER 29, 2017 2014A - OCTOBER 22, 2016 2015A - DECEMBER 8, 2017 2015B-D - MAY 12, 2017 2015B-D - NOVEMBER 5, 2015 2016A - NOVEMBER 17, 2016
SCHEDULE K, PART VI 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. 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 FIVE-STORY PARKING STRUCTURE FOR VISITORS, A THREE-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), TO ADD 56 PRIVATE PATIENT ROOMS AND TO CONVERT EXISTING SEMI- PRIVATE BEDS TO PRIVATE BEDS. 2014A: THE PROCEEDS OF THE BONDS ARE BEING USED: (1) TO FINANCE AND REFINANCE THE COSTS OF THE ACQUISITION AND THE COST OF CAPITAL IMPROVEMENTS OF BANNER CASA GRANDE, AN ACUTE CARE COMMUNITY HOSPITAL, (2) TO FINANCE THE CONSTRUCTION, IMPROVEMENT, RENOVATION AND EQUIPPING OF THE NEW BANNER FORT COLLINS MEDICAL CENTER, AND (3) TO FINANCE THE CONSTRUCTION, IMPROVEMENT, RENOVATION AND EQUIPPING OF THE BANNER M.D. ANDERSON CANCER CENTER. 2015A: THE BONDS WERE USED TO: (1) ADVANCE REFUND THE PORTION OF THE AUTHORITYS REVENUE BONDS (BANNER HEALTH), SERIES 2007A MATURING ON JANUARY 1 IN THE YEARS 2018 THROUGH 2025; (2) PAY CERTAIN LEGAL, ACCOUNTING AND FINANCING COSTS, INCLUDING UNDERWRITERS DISCOUNT, INCURRED IN CONNECTION WITH THE ISSUANCE OF THE BONDS (THE "COST OF ISSUANCE"). 2015B-D: THE PROCEEDS OF THE BONDS ARE BEING USED FOR: (1) REFINANCE A PORTION OF THE OUTSTANDING PRINCIPAL AMOUNT OF A TAXABLE TERM LOAN TO THE BANNER HEALTH FROM MIZUHO BANK LTD. THE PROCEEDS OF THE LOAN WERE USED TO ACQUIRE A PORTION OF THE ASSETS OF THE UNIVERSITY OF ARIZONA HEALTH NETWORK, INC.; (2) REFINANCE A PORTION OF THE OUTSTANDING PRINCIPLE AMOUNT OF A TAXABLE REVOLVING CREDIT LOAN TO BANNER HEALTH FROM THE BANK OF AMERICA, N.A.. THE PROCEEDS OF THE LOAN WERE USED BY BANNER HEALTH TO ACQUIRE A PORTION OF THE ASSETS OF PAYSON REGIONAL MEDICAL CENTER.; (3) CONSTRUCT A 1,100 CAR PARKING GARAGE AT THE BANNER-UNIVERSITY MEDICAL CENTER PHOENIX; (4) PAY THE FEES AND EXPENSES WITH RESPECT TO A DIRECT-PAY LETTER OF CREDIT RELATING TO THE 2015B BONDS PROVIDED BY THE BANK OF TOKYO-MITSUBISHI UFJ LTD.; (5) PAY THE FEES AND EXPENSES WITH RESPECT TO A DIRECT-PAY LETTER RELATING TO THE 2015C BONDS AND TOGETHER WITH THE 2015B LETTER OF CREDIT PROVIDED BY BANK OF AMERICA, N.A.; AND (6) PAY CERTAIN LEGAL, ACCOUNTING AND FINANCING COSTS, INCLUDING UNDERWRITERS' DISCOUNT, INCURRED IN CONNECTION WITH THE ISSUANCE OF THE BONDS (THE "COST OF ISSUANCE"). 2016A: THE PROCEEDS OF THE BONDS, TOGETHER WITH OTHER AVAILABLE MONEYS OF BANNER HEALTH, ARE BEING USED TO: (1) ADVANCE REFUND THE PORTION OF THE ARIZONA HEALTH FACILITIES AUTHORITY REVENUE BONDS SERIES 2008A MATURING ON JANUARY 1 IN THE YEARS 2022 THROUGH 2035; (2) ADVANCE REFUND THE PORTION OF ARIZONA HEALTH FACILITIES AUTHORITY REVENUE BONDS SERIES 2008D AND COLLECTIVELY WITH THE SERIES 2008A BONDS MATURING ON JANUARY 1 IN THE YEARS 2019 THROUGH 2038 (OTHER THAN 2030); (3) PAY CERTAIN LEGAL, ACCOUNTING AND FINANCING COSTS, INCLUDING UNDERWRITERS' DISCOUNT, INCURRED IN CONNECTION WITH THE ISSUANCE OF THE BOND. YEARS 2019 THROUGH 2038 (OTHER THAN 2030); (3) PAY CERTAIN LEGAL, ACCOUNTING AND FINANCING COSTS, INCLUDING UNDERWRITERS' DISCOUNT, INCURRED IN CONNECTION WITH THE ISSUANCE OF THE BOND. 2017ABC: THE PROCEEDS OF THE SERIES 2017ABC BONDS, TOGETHER WITH OTHER AVAILABLE MONEYS OF THE INSTITUTION, ARE BEING USED TO: (1) FINANCE A PORTION OF THE COSTS OF ACQUISITION, CONSTRUCTION, RENOVATION, INSTALLATION AND EQUIPPING OF THE 2017 PROJECTS, INCLUDING REIMBURSEMENT OF CERTAIN PRIOR CAPITAL EXPENDITURES PAID BY THE INSTITUTION. (2) PAY CERTAIN LEGAL, ACCOUNTING AND FINANCING COSTS, INCLUDING UNDERWRITERS' DISCOUNT, INCURRED IN CONNECTION WITH THE ISSUANCE OF THE SERIES 2017ABC BONDS (THE "COSTS OF ISSUANCE"). THE 2017 PROJECTS INCLUDE (A) CONSTRUCTION, FURNISHING AND EQUIPPING OF A NEW 16 STORY PATIENT CARE AND CLINICAL TOWER TO BE LOCATED ON THE BANNER-UNIVERSITY MEDICAL CENTER PHOENIX CAMPUS (BANNER UMC PHOENIX) LOCATED AT 1111 E. MCDOWELL ROAD, PHOENIX, ARIZONA 85006, CONSISTING OF APPROXIMATELY 700,000 SQUARE FEET AND HOUSING APPROXIMATELY 256 PATIENT BEDS, A NEW EMERGENCY DEPARTMENT AND TRAUMA CENTER, OPERATING ROOMS, DIAGNOSTIC AND LABORATORY FACILITIES, AND RELATED CAMPUS IMPROVEMENTS AND MISCELLANEOUS CAPITAL EXPENDITURES ON THE BANNER UMC PHOENIX CAMPUS, AND (B) CONSTRUCTION, FURNISHING AND EQUIPPING OF A NEW 9-STORY PATIENT CARE AND CLINICAL TOWER TO BE LOCATED ON THE BANNER-UNIVERSITY MEDICAL CENTER TUCSON CAMPUS (BANNER UMC TUCSON) LOCATED AT 1501 N. CAMPBELL AVENUE, TUCSON, ARIZONA 85724, CONSISTING OF APPROXIMATELY 700,000 SQUARE FEET AND HOUSING APPROXIMATELY 204 PATIENT BEDS, OPERATING ROOMS, DIAGNOSTIC AND LABORATORY FACILITIES AND RELATED CAMPUS IMPROVEMENTS AND MISCELLANEOUS CAPITAL EXPENDITURES ON THE BANNER UMC TUCSON CAMPUS. 2017D: THE PROCEEDS OF THE SERIES 2017D BONDS, TOGETHER WITH OTHER AVAILABLE MONEYS OF THE INSTITUTION, ARE BEING USED TO: (1) FINANCE A PORTION OF THE COSTS OF ACQUISITION, CONSTRUCTION, RENOVATION, INSTALLATION AND EQUIPPING OF THE 2017 PROJECTS, INCLUDING REIMBURSEMENT OF CERTAIN PRIOR CAPITAL EXPENDITURES PAID BY THE INSTITUTION; (2) PAY CERTAIN LEGAL, ACCOUNTING AND FINANCING COSTS, INCLUDING UNDERWRITERS' DISCOUNT, INCURRED IN CONNECTION WITH THE ISSUANCE OF THE SERIES 2017D BONDS (THE "COSTS OF ISSUANCE"). THE 2017 PROJECTS INCLUDE: (A) CONSTRUCTION, FURNISHING AND EQUIPPING OF A NEW 16-STORY PATIENT CARE AND CLINICAL TOWER TO BE LOCATED ON THE BANNER-UNIVERSITY MEDICAL CENTER PHOENIX CAMPUS (BANNER UMC PHOENIX) LOCATED AT 1111 E. MCDOWELL ROAD, PHOENIX, ARIZONA 85006, CONSISTING OF APPROXIMATELY 700,000 SQUARE FEET AND HOUSING APPROXIMATELY 256 PATIENT BEDS, A NEW EMERGENCY DEPARTMENT AND TRAUMA CENTER, OPERATING ROOMS, DIAGNOSTIC AND LABORATORY FACILITIES, AND RELATED CAMPUS IMPROVEMENTS AND MISCELLANEOUS CAPITAL EXPENDITURES ON THE BANNER UMC PHOENIX CAMPUS, AND (B) CONSTRUCTION, FURNISHING AND EQUIPPING OF A NEW 9-STORY PATIENT CARE AND CLINICAL TOWER TO BE LOCATED ON THE BANNER-UNIVERSITY MEDICAL CENTER TUCSON CAMPUS (BANNER UMC TUCSON) LOCATED AT 1501 N. CAMPBELL AVENUE, TUCSON, ARIZONA 85724, CONSISTING OF APPROXIMATELY 700,000 SQUARE FEET AND HOUSING APPROXIMATELY 204 PATIENT BEDS, OPE
Schedule K (Form 990) 2018

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.
MediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
Banner Health
 
Employer identification number

45-0233470
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) 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 Benefiting 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) 2018
Schedule L (Form 990 or 990-EZ) 2018
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) NATALIE RHODES DAUGHTER OF OFFICER 55,762 EMPLOYED BY BANNER HEALTH   No
(2) ALYSSA LEHN DAUGHTER OF OFFICER 48,313 EMPLOYED BY BANNER HEALTH   No
(3) AISHLING COYNE STEPDAUGHTER OF OFFICER 34,631 EMPLOYED BY BANNER HEALTH   No
(4) Stephanie Davidson DAUGHTER OF OFFICER 30,594 EMPLOYED BY BANNER HEALTH   No
(5) LAZARUS SILVYN AND BANGS LAW FIRM OF BOARD MEMBER 111,586 LEGAL SERVICES   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2018


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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
Banner Health
 
Employer identification number

45-0233470
Return Reference Explanation
FORM 990, PART I, LINE 6 AT BANNER HEALTH ('BANNER'BH'), 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 BH WORK DIRECTLY WITH PEOPLE AND PROVIDE BEHIND-THE-SCENES SUPPORT TO ENHANCE THE PATIENTS' 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, AND 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. BH 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.
FORM 990, PART III, LINE 4 Headquartered in Phoenix, Arizona, Banner Health (Banner) is a nonprofit health care system that owns, leases, and operates 28 hospitals including three academic medical centers, nursing homes, physician clinics, home health agencies, urgent care centers, and ambulatory facilities in six western states. Banner is one of the nations largest nonprofit health care systems and the leading nonprofit provider of hospital services in every community we serve and, in some cases, the only inpatient facility available. Banner is deeply committed to our mission: "making health care easier, so life can be better." a mission which serves as the cornerstone of operations at our 28 hospitals and care facilities located in small and large, rural and urban communities. Regarded and recognized as a top health system in the country for consistent clinical quality, nonprofit Banner has evolved from a health system of hospitals to a fully integrated system. The comprehensive, integrated services provided by Banner include acute care, ambulatory care, long-term care, home health care, urgent care, and hospice and palliative care. In addition to providing major, accredited medical education programs that train qualified physicians, Banner participates in national and global research efforts. Banner has not only demonstrated the ability to effectively manage the health and wellness of those in our service areas but has expanded convenient access to quality care throughout the communities we serve. Banner is dedicated to strengthening our patient care through a continuous focus on improving patient outcomes and service, development and training of an engaged workforce, use of innovative technologies, and expansion of our facilities and services to meet community need. At all stages in life, Banner meets the health and medical needs of its patients through compassionate professionals and outstanding service. Banner Health's mission is making health care easier, so life can be better. As a nonprofit organization, we exist to support our charitable mission of providing excellent health care services to the communities we serve, rather than generating income for investors or stockholders. Every dollar we earn is reinvested into new equipment, new or expanding patient care services, new physician services, new technologies, maintaining existing equipment and facilities, and employees salaries. In addition, we subsidize the medical education costs for hundreds of physicians in training, the majority of whom will stay in Arizona and Colorado, where they trained. To fulfill our mission and serve our incredibly diverse patient population, Banner operates a system of rural and urban facilities that preserve the dignity of everyone regardless of race, creed, sex, age, social status, or ability to pay for services rendered. Banner facilities are operated in a cost-effective and financially responsible manner to ensure that all who turn to Banner receive the excellent patient care they deserve. We leverage our size to reduce supply and equipment costs and to operate more efficiently and aggressively pursue best practices both inside and outside of Banner for opportunities to reduce waste and inefficiency. With more than 50,000 employees, Banner is one of the countrys largest employers and a leading nonprofit employer in every community we serve. In our Arizona Region, we are the states largest private employer and one of Northern Colorado's largest employers. Fulfillment of the Banner 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). Banner is noted for its community service programs and Banner employees work tirelessly and devote significant hours, a large portion of which are on Banner 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, Banner employees routinely serve on local community boards and actively participate in various public service opportunities. Services and programs conducted by Banner 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 Alzheimers disease and other age-related diseases -School-based clinics, education and physical examinations -Donated conference room and related space 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 Banner is committed to the health and well-being of the communities it serves and several new or on-going community benefit activities were noted in 2018. These activities include: COMMUNITY HEALTH IMPROVEMENT and SUPPORT SERVICES -Grace Middlebrook Patient and Family Learning Center, Wellness Library and Kruger Wellspring Library Accessible information is important when making medical decisions. Banner University Medical Center - Phoenix, North Colorado Medical Center and McKee Medical Center offered community members access to books, tapes, videos, journal articles, etc. on health-related topics. -Banner Internet Web-Based Consumer Education Banner strives to be the leading health care provider in every community it serves and it recognizes the importance of providing health care information, and support. In 2018, Banner electronic consumer health information pages and web content were viewed in excess of 658,000 times. Dedicated staff created content, maintained the website and prepared on-line, bi-lingual publications for the community. Included in the content were extensive adult and childrens health resource libraries, wellness information "Ask the Expert" which provides access to thousands of written and video formats and a diverse offering of online and interactive health calculators and health assessment tools. The health library provides information about wellness, disease conditions, procedures and medications and whether the goal is fitness or disease management, the on-line library provides easily accessible and valuable information. At Banner Health, we work with more than 27,000 health care professionals who are experts in their field. We encourage you to learn more about your health. To help with this, our experts answered questions on a variety of health care topics. -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 on wheels is supported entirely by volunteer labor and donated supplies. -Banner Health Call Center and Crisis Helplines In 2018, Banner handled phone calls for physician referral, health-information provided by registered nurses, crisis counseling, behavioral health help and information on Banner programs and services. Valued at $1.5 million, most of these calls were from low-income persons needing health advice and crisis 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 valued at approximately $227,300. Services are available to anyone who is planning ahead, caregiving, living with a serious illness or grieving a loss. -Community Education Banner 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 valued in excess of $1.6 million including classes, symposiums, presentations and forums aimed at community health awareness. Topics included discussions specific to various diseases and disease prevention techniques, holistic therapies, wellness, caregiver support and safety. Also available were speaker bureaus and physician lectures dedicated to meeting the health-related community request or need. Extending beyond patient care, the following community health activities and support services were also carried out in 2018: -Alzheimers Education, Screening and Support Services Banner Health is a national leader in the diagnosis and treatment of Alzheimers disease and other dementias as well as in cutting-edge research across several campuses. Through the Banner Alzheimers 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 valued at $7,400. -BANNER HEALTH/DOTTIE KISSINGER BEREAVEMENT CAMP FAMILIES WITH children ages 6 and up, who are grieving the death of a family member, are invited to attend and provided support for a free bereavement camp for children who have lost a parent or loved one. Each family stays together in a cabin for this weekend experience and children and parents participate in activities that inform, educate, and provide opportunities to talk about very difficult aspects of loss. The camp is offered twice a year once in the spring and once in the fall just outside of Payson, Arizona and is open to the entire community.
-Behavioral Health Provided education and resources related to suicide prevention, depression, chemical dependency, childhood behavior issues and anxiety valued at $12,000. -Bike and Helmet Safety $1,000 was expended to provide bike and helmet safety lessons and/or supplies. -Blood Drives and Screenings - Across the enterprise, low-cost or no-cost blood screenings and immunizations valued at $18,800 were offered to community members. -Cancer Education, Screenings and Support Individuals and families were provided with education and activities in support of cancer care and healing. These services were valued in excess of $30,000 and include events such as "Pink Night Out", Tai Chi, and Yoga for Health and survivors activities. -Cardiac Care, Healthy Heart, Chronic Obstructive Pulmonary Disease, and Stroke Education and Awareness Services valued at $16,400 provided to 580 residents. -Children and Youth - Child development, early education and safety awareness valued more than $49,000 provided to area youth. BannerChildrens Injury Prevention program is a free health and safety program that provides information on preventable injuries and deaths for children. Our program sends safety advocates out to visit schools, church and community groups, as well as health fairs and safety fairs to give the East Valley community easy-to-follow advice about being safe. Our Injury Prevention program provides education for children of all ages and their parents. -Community Blood Screenings and Draws Draws, education and health profile screening benefits provided to area residents in communities served by Banner. -Community Newsletters Quarterly health information provided to thousands of residents. -CPR and First Aid Residents trained on CPR, first aid and emergency response protocol valued at $5,500. -Diabetes Screening and Support Lectures, screenings and community expos aimed at educating the community on diabetes. Participants received free screenings and education valued in excess of $13,500. -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 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. -Fire Safety Services valued at $641 provided residents. -Fitness and Exercise Opportunity for adults and youth to improve health via Pilates, yoga, strength training, fitness challenges, Zumba, worksite wellness opportunities and body mechanics training. -Food, Nutrition, & Healthy Eating Community education and various opportunities provided to area residents to learn about healthy food choices, nutrition, and healthy cooking. -Germs and Germ Safety Children and adults were educated on germ prevention and the importance of hand washing and sanitation. -Gun Safety Area youth were educated on gun safety valued in excess of $200. -Grief Individuals were supported by services and activities to assist with grief. Programs follows a step-by-step approach as a way of healing from loss and address death and divorce as well as other significant emotional losses. -Health Care Support Services Public AHCCCS/Medicaid program enrollment assistance and care coordination valued at $5.0 million provided to individuals in need. -Health Fairs - These events provided to local residents and held at community events, county fairs, local businesses, malls, senior centers, schools and Banner facilities address critical community needs were valued in excess of $6,600. In addition to skilled physicians and nurses, other employees donate their time to provide free screenings and education at community events as a way to increase awareness and educate the public. Dedicated to our community and collaboration with other community organizations for our underserved population, activities include but are not limited to diabetes screenings, hearing and vision tests, blood pressure screenings, balancing tests, blood sugar screenings, body mass indexes, chest compression demonstrations, childrens Teddy Bear clinics, car seat safety clinics, and other educational and health related topics. -Hospice and Palliative Care Educational opportunities are availed to local residents to assist with grief, end of life care and caregiving concerns. -NCMC Hospitality House Lodging provided for those needing a place to stay if a loved one is hospitalized. In 2018, 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. -Lunch & Learn Opportunities for area residents to learn about pertinent health issues during lunch-hour presentations valued in excess of $2,700. -Men and Boys Opportunities provided to residents related to mens health and wellness education. -Lodging and Transportation Individuals provided lodging and transportation assistance in excess of $160,000. -New Mom Education Education for moms, families and siblings provided in excess of $120,000. -Ogallala Community Hospital Health & Safety 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 Residents received education on healthy bones, orthopedic pain control, joint pain and knee replacement valued at $21,300. -Patient Wellness - At Banner Health, we are committed to helping persons be the healthiest they can be, and we offer many ways to learn how to maintain or improve your health. In 2018 community education and wellness activities were valued at $229,000. -Pediatric Diabetes Education and support received by 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 School based poison safety education provide to educators, parents, students and community members valued at $17,000. -Children's Safety Fair - This annual award-winning community program covers everything from fire, home and bicycle safety to stranger danger and Internet predators. -Washakie Health Screenings Washakie Medical Center helps the community with free health screenings. Helping people keep their diabetes in line or evaluate peripheral artery disease, screened participants can talk with a dietitian or other specialist. These free screenings are invaluable to people with little or no health insurance that need help monitoring glucose levels to prevent complications from diabetes and other concerns. The screenings are put on in conjunction with the local Eagles Lodge members. -Seniors Senior services and health fairs as well as education on pertinent issues such as diet and nutrition, graceful aging, dementia and memory, healthy aging, finances and fall prevention are provided to area seniors valued at $7,300. -Sitter Safety Classes valued in excess of $2,500 provided to area youth 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. This program, which is only available in Colorado, motivates women to make positive changes in their lives. Spirit of Women promotes total well-being mind, body and spirit. 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 the well-being of women. -Sport Screenings Physicals, education and support for local student athletes. -Stranger Danger Area children provided education on safety and strangers. -Support Groups Throughout Banner thousands of patients and families were aided in coping with Alzheimers, brain injuries, cancer, bariatric concerns, diabetes, heart disease, pulmonary disease, behavioral health, grief and recovery, infectious disease, injury prevention, transplant services, behavioral and mental health, nutrition, Parkinsons, obstetric and gynecological concerns, stroke, care giving and death. These services are valued in excess of $23,500. -Teens and Youth Teens and youth received training on issues such as teen pregnancy, youth sport injuries, responsible versus risky behaviors, drunk driving, teen drinking, abstinence, etc. valued at $5,200.
-TELEPHONE REASSURANCE - VOLUNTEERS HELP KEEP HUNDREDS OF PEOPLE safe at home by contacting participants who havent checked in by a certain hour, if there is no answer, other attempts are made to ensure the person is safe. -Vaccinations and Inoculations Immunization clinics and mobile flu shot opportunities and medication vouchers valued at $2,000 provided to area residents. -Water/Pool Safety Services educated over 300 individuals and family members in water safety and protection. -Wellness Wednesdays - Program designed to offer low cost blood screenings at regular intervals to area residents. -Womens Health Programs Along with Spirit of Womens activities, opportunities valued in excess of $38,900 provided to area women related to womens health and wellness education. HEALTH PROFESSION EDUCATION and TRAINING PROGRAMS AND ACADEMIC MEDICINE Banner Health offers some of the most sought-after Graduate Medical Education programs in the United States and is committed to the training of medical residents, nursing students, other health-care service providers, and community members. We are a leading provider of well-trained and highly skilled physicians training more than 300 doctors annually. Since 1965, Banner has offered Graduate Medical Education at Banner University Medical Center - Phoenix (formerly Banner Good Samaritan Medical Center) and hundreds of physicians who have graduated from this program serve our communities. The Banner University Medical Center Phoenix Graduate Medical Education Programs, now University of Arizona College of Medicine Phoenix Programs offer a vast array of residency programs and fellowships across its campuses. The variety of residency programs in Arizona and Colorado, sub-specialty fellowship programs in Arizona and affiliated residencies and training opportunities in the six states we serve include: -Emergency Medicine -Family Medicine -Internal Medicine -Med-Peds -Neurology -OB/GYN -Oral Maxillofacial Surgery -Orthopedic Surgery -Pharmacy -Psychiatry -Surgery -Radiation Physics -Podiatric Medicine and Surgical -Family Medicine - Geriatrics -Cardiology -Interventional Cardiology -Endocrinology -Gastroenterology -Geriatric Medicine -Hand, Upper Extremity and Microsurgery -Medical Toxicology -Hospice and Palliative Medicine -Pulmonary/Critical Care Medicine -Primary Care Sports Medicine Banner has been instrumental in educating the Colorado physician community as well with the family practice residency at North Colorado Medical Center (NCMC). The NCMC family practice residency program provides family practice residents with advanced skills to enable them to provide a wide variety of physician services in underserved rural areas. Providing quality patient care in a supportive, collaborative environment that celebrates education as a lifelong process this program provides excellent training for physicians planning to practice full-spectrum family medicine in any setting. Banner also performs life-changing research, providing Graduate Medical Education to those who go on to touch lives across Arizona, the nation, and the world and the Banner Academic Medical Centers are a vital part of Banners mission to making health care easier, so life can be better. All of our residency and fellowship training programs are fully accredited and lead to eligibility for certification by the respective specialty boards. As part of community service, Banner provided approximately $60.0 million for the training of future doctors, nurses and therapists, and the continuing education of current health care professionals. Banner's nonprofit mission demonstrates that we recognize the importance of spiritual healing. In todays world of high-tech medicine, we know that including the spiritual aspect in the healing process takes purposeful effort, and this is the mission of the chaplains who make up the systems Departments of Spiritual Care. At Banner Health we offer several learning options for professional and non-professional religious and spiritual leaders to take CPE. In holistic care, body, mind, and spirit are taken care of. Chaplains help address the emotional and spiritual suffering. They offer a listening ear, a spiritual presence. In respect of the great variety of spiritual and religious beliefs, as well as of cultural expressions, they provide a safe and competent environment to explore the various emotional and spiritual crises that patients and families may experience in the course of a hospitalization. Simply put, CPE helps form and equip competent spiritual healers, and Banner supports a growing ACPE program because it knows that healing involves more than medical cures, and that emotional and spiritual well-being facilitates the healing process. Banner provided approximately $430,000 for the training of future spiritual care leaders. The Banner Simulation System is one of the country's largest simulation education programs to train physicians, nurses, allied health providers and emergency responders. At the heart of our simulation education program is the 55-bed, 55,000-square-foot Banner Simulation Medical Center in Mesa, Arizona, the nations largest virtual hospital and one of the biggest centers of its kind in the world. It is complemented by other Banner Simulation sites in Arizona and Colorado, as well as a mobile training program that serves hospitals throughout the Western Region. The downtown Mesa facility contains everything from neonatal intensive care and adult acute care units to an operating room with virtual-operation capabilities. One of the largest centers of its kind in the world, this priceless resource elevates Banners educational efforts in Arizona to exceptional heights. We use mannequins, simulators and virtual-reality programs to offer the next generation of learning collaborating with area colleges and emergency response departments to provide simulation exercises. With a hospital full of virtual-reality "patients," Banner employees, medical students and other health professionals can learn and perfect their medical techniques before they care for real patients in our facilities. Banner Simulation Education's vision is to "transform health care delivery through simulation, learning and researchwe are fulfilling that vision with our extensive, rapidly expanding program. We offer one of the country's largest Simulation Education Programs and through its existing simulation-education programs, Banner Health has trained thousands of health care professionals. Banner Healths Simulation Education program has been accredited by the American College of Surgeons becoming the first program that it has accredited across an entire health care system. There are 62 accredited simulation programs around the world and Banner Health is one of the few that is non-academic and non-university supported. Banner Health's system wide Simulation Education program is also accredited by The Society for Simulation in Healthcare (SSH). It is one of only three organizations worldwide to be accredited in five all areas: core, assessment, research, teaching and system integration and has as extensive medical research program leading the field of simulation learning into the future. In 2018, Banner supported health profession education with the following programs: -Student Nursing Education - Collaboration with local universities to enhance and provide education and practical training. -Pharmacy Education As part of community service, Banner provided approximately $2.3 million for the training of future pharmacists. -Nursing Professional Education Nursing education provided on a variety of relevant topics and skill sets including advance trauma support and midwifery. -Nursing Development Fund Recognizing the significance of innovation, research and continuing education, in conjunction with the Banner Foundation, Banner has established a nursing development fund, fueled through Better Together donations. In addition to applying for scholarships, nurses throughout Banner can submit applications for grants to carry out evidence-based practice (EBP) and research projects that seek to improve patient care and nurse outcomes.
-EMS/Paramedics Services provided to local emergency medical personnel and agencies. -Job Shadowing and Career Day Presentations These programs and services valued at $10,000 encouraged healthcare careers through education and observation of daily activities to area youth and others interested in health care careers. -ACLS, BLS and PALS Training and certification services valued at approximately $2,500 provided on basic and advanced techniques. -Other Health Provider Education Other health care providers and students were trained on a variety of topics valued in excess of $1,250. -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 Banner partners with numerous organizations to identify and assist individuals interested in pursuing medical careers. SUBSIDIZED HEALTH SERVICES Banner provides important, free and reduced or sliding fee based services like the Banner Poison and Drug Information Center Hotline, health information provided by registered nurses through our Banner Health Call Center, and school-based health centers for kids in economically challenged areas. Banner also provides numerous clinical services to meet the needs of Banner communities and the uninsured or under-insured. Included in the subsidized services provided in 2018 are: -Funded Discharge Program Funds in excess of $1 million were provided to needy community residents for post discharge care. -The Banner University Medical Center - Phoenix Poison and Drug Information Center The nationally recognized Banner Poison and Drug Information Center (BPDIC) is one of fifty-five 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. Services are available in more than 150 languages and BPDIC participates in a national surveillance program which is currently the only near real time system in place to monitor potentially critical trends in reported symptoms that could indicate a biological or chemical threat in the United States. In 2018, over 75,000 calls from the public and healthcare providers were answered by Nurses and Pharmacists who are Specialists in Poison Information along with Poison Information Providers. Over 100,000 follow-up calls were made to determine outcomes. Some of the types of exposures included bites/stings, drug overdoses, children getting into poisons; adults taking accidental overdoses of their prescription medications as well as providing poison and drug information. 72% of poison emergencies were managed safely at home by phone follow-up eliminating the need for a visit to a physician or the local emergency room. 88% of calls about children were safely managed at home. In addition, the center provided extensive community education on the prevention of poisonings. BPDIC collaborated with several Public Health departments in Arizona which included assisting the general public with immunization questions, answering calls on an afterhours disease reporting line; assisted with surge capacity/overflow of major health issues i.e., food borne illnesses, enhanced surveillance during the major sporting events, and influenza calls. BPDIC also participated in a CDC led project called Flu on Call which demonstrated how effective poison centers and other telehealth groups could help during a flu pandemic. Staff from the poison center are actively involved in teaching nursing and medical students, pharmacy and paramedic students. In 2018 the operating expenditures of the Poison Control Center were approximately $2.2 million. BPDIC received contributions from the Arizona Department of Health Services and HRSA along with local health department contracts and projects to total approximately $500,000. Banner University Medical Center - Phoenix contributed approximately $1.9 million to fund this much needed program. One of only two centers in Arizona, the Banner Poison and Drug Information Center receives over 60% of the states call volume and with Banner University Medical Center-Phoenixs Department of Medical Toxicology has a graduate training program for physicians in toxicology currently training fellows in Arizona. Established in 1979, the Banner Poison and Drug Information Center has continuously served the citizens of Maricopa County and surrounding counties for more than 40 years. -Healthy Beginnings Prenatal Program Healthy Beginnings is a Loveland, Colorado community-based prenatal program that offers health care, education and support for families with little or no health insurance and allows access quality prenatal care and education. The primary purpose is to help women access prenatal care as early as possible in order to deliver a healthy baby, no matter their income or insurance situation. Realizing every baby needs a fighting chance; classes are available in breastfeeding, stress management, and basic infant care. There is a monthly "Mom's Group,even the opportunity for expectant fathers to meet with a male social worker. Established in 1991, this program serves many local families a year. -Banner Childrens Community Clinics For more than 20 years Banner has partnered intentionally with local school districts to bring much needed services to their uninsured population right inside the schools walls. Staffed by pediatric or family nurse practitioners, Banner Childrens Community Clinics formerly known as Banner Childrens School-based Health Centers provide patients with well visits, and treat minor illnesses or, even, major and chronic health problems. In conjunction with the Banner Foundation, The Banner Health clinics provide 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 regular doctors' offices 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 programs goal is to keep uninsured children healthy, in school, and out of the emergency room. This invaluable program also works directly with local labs and imaging departments for supplementary assessment and diagnosis, when needed. Importantly, too, the Clinics partner with our very own Banner Childrens Specialists who generously offer patients specialty consultations for only $5 per visit. This service is efficient, cost effective, and easily accessible through the school nurse and includes health assessments and histories, health promotions, diagnosis and treatment of episodic illness and sports and camp physicals and students do not need to attend these schools in order to receive care. With an annual 3,000 uninsured patients served, these Community Clinics are, yet, another fundamental lifeline and a helping hand extended by Banner. -Banner Childrens Healthmobile Keeping kids healthy can be quite a task, especially if your child is not covered by insurance. Thats why Banner Childrens is here to help. We offer free health services to uninsured children in the Phoenix Metropolitan area through our Community Clinics and the Banner Childrens Healthmobile. A complement to the Banner Health School-Based Health Centers The "Banner Childrens Healthmobile" is a licensed outpatient treatment center that operates just like a mobile doctors office, offering children up to 21 years of age treatment for health problems, physicals and routine annual check-ups. The mobile clinic complements Banner Healths School-Based Health Centers, which have treated thousands of patients for free at Valley campuses. A necessity for uninsured and underinsured children in the Phoenix Metropolitan area, over 1,000 young people were provided exceptional medical treatment in 2018. The Banner Childrens Healthmobile further supports our local communities and hospitals by providing more convenience for families who previously had to travel long distances for treatment valued in excess of $167,000.
-SEASONS CLUB, OLIVE BRANCH SENIOR CENTER AND STEPPING STONES Seasons 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 2018 approximately $833,000 was invested in the Loveland and Northwest Phoenix communities to enhance the lives of area seniors. The Seasons Club is a free program that helps people age 50 and older get the most out of life through health promotion, education, and recreation. Stepping Stones Adult Day Program offers affordable quality care for adults who are no longer safe to be at home alone. Participants are given the opportunity to socialize, build friendships and enjoy stimulating activities in a safe, caring environment. The Stepping Stones Adult Day Program opened its doors in the Loveland community in 1995 and is a place where dignity, confidence, security and independence are assured, giving participants new levels of freedom and enhancing their quality of life. Since 1988, Banner Olive Branch Senior Center has been providing services to our community to help participants remain healthy, active and independent. The Centers humble beginnings started with a food program in a local church, paying $1 annually in rent, with one loaned vehicle to deliver food. Today, Banner Olive Branch Senior Center has a fleet of 13 vehicles including 2 buses and offers over 25 programs and services. The Banner Olive Branch Senior Center offers a variety of social and educational activities as well as delicious and nutritious meals cooked in our kitchen. Individuals and their spouses, ages 60 and older and handicapped persons of all ages are offered health screenings, blood pressure checks, trip and entertainment, legal assistance, counseling and classes including exercise and nutrition. The Lifeline Assistance Fund provides installation and monthly service fees to underinsured or uninsured, low-income seniors who require Lifeline support to maintain their independence and continue to live at home. Lifeline, manufactured by Phillips, is an easy-to-use medical alert service designed to reduce the risks associated with living alone. -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. Banners 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 2018, over $9.134 million was devoted to these efforts. At Banner Health, our palliative care program provides compassionate, comprehensive and interdisciplinary care that reduces suffering and optimizes quality of life by addressing physical, emotional and spiritual needs for patients and families experiencing serious illness. Our palliative care team of doctors, nurses and other specialists are specially trained in symptom management and provide treatment by Assessing the patient and/or family in a holistic manner Including the patient and family as an integral part of the treatment team Controlling pain and other symptoms as well as relieving suffering Restoring the highest possible functional capacity for each individual and family member as well as providing psychosocial support with a focus on dignity, support services for patient and family and a sensitivity to the cultural and religious values of the patient and family. -Trauma Seeking care quickly at a Banner Health trauma center can make the difference between death or serious long-term injury and full recovery. Several Banner Health facilities are designated as Level 1 Trauma Centers. The Trauma department at Banner University Medical Center - Phoenix 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 dont 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 University Medical Center - Phoenix 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. Also, as part of the hospital's trauma prevention program, an injury prevention coordinator works to keep the community accident-free by participating in health fairs, seat belt education programs and health education for high school and elementary-school kid and presenting at other safety workshops. -Memory Disorders Clinic Banner Alzheimers Institute embraces a three-part mission to set a new national standard of patient and family care, conduct revolutionary studies in the detection and treatment of Alzheimers and forge scientific collaborations that bring together institutions and disciplines internationally. Setting a new national standard of care the Banner Alzheimers Institute has introduced a new standard of care that provides ongoing hope and help for people with Alzheimers/dementia and their families. The Banner Alzheimers Institute standard of care combines exceptional services, groundbreaking research and innovative programs, including complete medical, neurological and neuropsychological evaluations, treatment and therapy, support services that address both medical and non-medical need, comprehensive information and resources and access to promising investigational treatments. Directed by internationally recognized leaders in the care and study of people with Alzheimers disease, Banner Alzheimers Institute offers a compassionate center of excellence for anyone affected by Alzheimers 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. In 2018, these services, valued at approximately $1.98 million, include memory assistance and medical, legal and financial planning services, connection to community services and resources, and counseling and support during trying times. Memory Centers located in Phoenix and Sun City are led by a team of internationally renowned memory disorder and dementia specialists who will tailor care specifically for the patient or loved one. Services include a comprehensive diagnosis, targeted treatment plans, planning resources that include education and support groups and research opportunities that involved innovative treatments. -Hospital Paramedic Programs EMS based services are provided to Arizona and Western Region emergency responders. Without this subsidy and service, localities would be responsible for these services valued at $796,000. -Ambulance and Evacuation Services Ambulance and emergency evacuation services are provided to Arizona and Western Region communities. Without this subsidy and service, localities would be responsible for these services valued at $2.5 million.
-PRESCRIPTION ASSISTANCE In 2018, prescription assistance, community resource information and referrals were provided to Loveland area residents with chronic and acute medication needs and helped people receive drugs for free or for little cost. The Prescription Assistance Fund assists low-income residents in obtaining medications for chronic health problems. By helping people afford their medications, we encourage healthier life styles and promote wellness for our patients while decreasing hospitalizations and emergency department visits. The McKee Prescription Assistance Fund works with Loveland Community Health Center and other community health organizations to maximize the benefit to the community. 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. -Banner MD Anderson Patient Assistance Fund The Patient Assistance Fund provides support to Banner MD Anderson Cancer Center patients with financial needs for diagnostic imaging, radiation treatment and wig assistance. In conjunction with the Banner Foundation, relief is provided during a difficult journey. -Behavioral Health Banner Behavioral Health provides a nationally recognized, behavioral health care program for children, teens and adults faced with psychiatric, behavioral health, or chemical dependency challenges. In 2018, $1.53 million was devoted to the mental health needs of the communities Banner serves and Banner is dedicated to providing safe, confidential and compassionate treatment with customized treatment plans to meet each patient's needs in the least restrictive therapeutic environment. We also can help patients with co-existing psychiatric and substance abuse problems. Functioning like an emergency department for patients with a mental health crisis, the Banner Psychiatric Center opened in 2010 as a much-needed resource and innovative model of care. The Banner Psychiatric Center has an observation area for 24 patients and is staffed 24/7 with physicians, nurse practitioners, RNs, behavioral health technicians and counselors. The Banner Psychiatric Center is working with Banner's Phoenix-area Emergency departments to expand its Tele-psych program that allow patients and Emergency physicians to consult with a psychiatrist via a secured telemedicine link. Our staff provides assessments for outpatient treatment, as well as offering Intensive outpatient programs at both our Scottsdale facility and Chandler office for adults and adolescents with chemical dependence or mental health challenges. Instead of being held in a hospital emergency department or inpatient room for hours or days, until a qualified specialist is available, adult patients are admitted to the Banner Psychiatric Center for assessment. Located on the Scottsdale campus of Banner Behavioral Health Hospital, the Centers impact is significant: patients receive the appropriate and best level of care at the right time. This is a facility that, surely, is a literal lifeline for individuals in need. -Western States Burn Center Located in Greeley, Colorado, the Western States Burn Center at North Colorado Medical Center provides the most sophisticated treatment and technology currently available for the treatment of burn injuries. Opened in 2009, the center focuses on the care of adult burn patients and has an expanded unit with 10 acuity-adaptable rooms In addition, burn center staff can care for four additional burn patients if the demand arises. The Western States Burn Center at North Colorado Medical Center offers a variety of inpatient and outpatient services including inpatient management of complex thermal, chemical, and electrical burn injuries as well as TENS and necrotizing fasciitis, outpatient management of thermal, chemical, and electrical burn injuries, outpatient management and consultation of complex wounds (non-burn), outpatient and inpatient rehabilitation, and Advanced Burn Life Support courses. The current state-of-the-art burn center provides burn care to eight states - Colorado, Idaho, Kansas, Montana, Nebraska, North Dakota, South Dakota and Wyoming. Our burn center professionals provide patient care through a multi-disciplinary team approach. This team includes physicians, nurse practitioner, critical care nurses, physical, occupational and respiratory therapists, social workers, dieticians, pharmacists and mental health professionals. Coordination of these services provides excellent patient care in all aspects, from the initial acute setting to the outpatient rehabilitation process. As a regional burn center, we are dedicated to providing burn outreach education to our service area. This includes Continuing Medical Education presentations, Advanced Burn Life Support (ABLS) classes through the American Burn Association, and presentations to chemical, electrical, oil/gas and other industrial companies. Without Banners $1.6 million support, multiple western states would be without this comprehensive coverage. -Laura Dreier Breast Center Each year, thousands of women rely on the Laura Dreier Breast Center at Banner University Medical Center - Phoenix for their annual screening mammograms and bone density studies. The Breast Health Center is committed to improving women's lives through early detection of breast cancer and providing a wide range of breast health services from screening mammography and latest diagnostics to education and support programs. Our breast specialists use the most advanced tools to ensure you get accurate and timely answers. 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. This program is often the only lifeline of support for women facing a breast cancer diagnosis. In 2018 Banner Health contributed $32,000 to breast cancer treatment efforts. -Womens Center At Banner Healths hospitals, Banner Health Clinics and Banner Health Centers, we offer comprehensive, compassionate womens health services - routine and specialized care, education and support - for all stages of a womans life. Banner is committed to womens health with specialized services provided at the Banner Heart Clinic, McKees Center for Womens Health and Banner University Medical Center - Phoenix valued in excess of $1.5 million. The Womens Center at Banner University Medical Center - Phoenix takes a unique approach to women's health by combining academic training for obstetrics and gynecology residents with experienced board-certified faculty physicians. In 2018, Banner University Medical Center - Phoenix provided over $1 million 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 womens medical services. Patients travel from all over Arizona to receive inpatient, outpatient and in-office care. BANNER RESEARCH Banner Health is a national leader in the diagnosis and treatment of Alzheimers disease and other dementias as well as in cutting-edge research across several campuses. Researchers at Banner are committed to conduct high-quality clinical trials and other research projects that are medically and scientifically important and have a strong potential to benefit patients. We conduct our ground-breaking studies through our Banner Research division and our Banner University Medicine academic medicine division. Our dedication is to our patients to turn discoveries into new diagnoses, treatments and prevention methods for diseases such as Alzheimers, Parkinsons, cardiovascular disease, fibromyalgia, arthritis and cancer. The studies and programs encompassed within Banner Research include: -All clinical trials and other research in Banner medical facilities -Banner Alzheimers Institute (BAI) -Banner Sun Health Research Institute (BSHRI) -Banner MD Anderson Banner Cancer Center research -All grants, including non-research grants, in Banner medical facilities
BAI EMBRACES A THREE-PART MISSION TO: 1) set a new national standard of patient and family care, 2) conduct revolutionary studies in the detection and treatment of Alzheimers, and 3) forge scientific collaborations that bring together institutions and disciplines internationally. Banner Alzheimers Institute has introduced a new standard of care that provides ongoing hope and help for people with Alzheimers/dementia and their families. The BAI standard of care combines exceptional services, groundbreaking research and innovative programs, including: -Complete medical, neurological and neuropsychological evaluations -Treatment and therapy -Support services that address both medical and non-medical needs -Comprehensive information and resources -Access to promising investigational treatments Banner researchers conduct revolutionary studies in the detection and treatment of Alzheimers, envisioning, directing and analyzing studies that scientists throughout the world regard as pivotal. Our teams drive to end Alzheimers means we may pursue more than two dozen clinical trials at any given time. Our scientists are involved in: -Searching for and then tracking the neurological changes associated with the development of Alzheimers -Assessing the value, safety and tolerability of medications targeting Alzheimers physical and behavioral symptoms -Evaluating potential therapies that would prevent the onset of Alzheimers symptoms Forging scientific collaborations that bring together institutions and disciplines internationally, Banner Alzheimers Institute is proud to partner with scientific, medical, academic and industry partners to end Alzheimers disease. Our collaborations include: -Arizona Alzheimers Consortium BAI launched and now leads the Arizona Alzheimers Consortium, the nations foremost model of statewide collaboration in Alzheimers disease research. -Alzheimers Prevention Initiative BAI championed and now oversees the Alzheimers Prevention Initiative (API), an international collaborative. Its goal is to launch a new era of Alzheimers prevention research by evaluating the most promising prevention treatments and to do so as quickly as possible. API includes scientists and physicians as well as industry and regulatory agency representatives from throughout the world. -Arizona State University-Banner Neurodegenerative Research Collaborative Arizona State University (ASU) and Banner Health have formed a new research alliance to advance the scientific study, treatment and prevention of Alzheimers, Parkinsons and other neurodegenerative diseases. This research partnership will include the launch of a new Arizona State University-Banner Neurodegenerative Disease Research Center on ASUs Tempe campus. -The work by scientists and physicians at BSHRI has had a significant impact on generating groundbreaking research, developing effective treatments and devising strategies for prevention of many diseases. -BSHRI, together with its Arizona consortium partners, has been designated by the National Institutes of Health as one of just 31 Alzheimers disease Centers in the nation. In addition, the first state-sponsored Arizona Parkinsons Disease Center was established at BSHRI. We are also home to The Center for Healthy Aging, which explores the multiple factors contributing to healthy aging to enhance the quality of life for older adults. BSHRI conducts research, clinical care, prevention and education in memory disorders such as Alzheimers and movement disorders, such as Parkinsons disease and basic science research in cardiovascular disease. At BSHRI, we host the unique Brain and Body Donation program, which provides tissue samples to scientists nationwide. Banner Research also provides support for the community through our lectures and support groups and provides groundbreaking care through our Cleo Roberts Memory and Movement Disorders Center in addition to helping train the next generation of researchers through our summer and school-year internships. In 2018, Banner Research 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 approximately $7.4 million. FINANCIAL CONTRIBUTIONS and IN-KIND DONATIONS Banner is committed to assisting the community financially and through in-kind contributions to individuals and/or the community at large. In 2018, Banner Health provided the following contributions or in-kind donations to support charity care, health professions education and other community benefit activities: -Loveland Community Health Center (LCHC) McKee Medical Center partners with Sunrise Healthcare to meet the needs of the uninsured and underinsured in Loveland. LCHC is committed to providing quality, comprehensive family health care services to the community. The Loveland Community Health Center opened its doors in 1997 after a community-wide campaign to establish a clinic to provide medical care to at-risk and underserved populations in Loveland. The Center has had over 219,000 total visits and annually serves over 6,000 individuals. 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 annual rental value of this gift is estimated to be in excess of $365,000. -Banner Wheelchair Suns Banner University Medical Center - Phoenix, 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 playing a full schedule of 25 games a year, the team makes more than 30 appearances, participating in fundraisers and visiting local school and youth groups to raise awareness of disability issues. The newest members of the wheelchair teams, the Banner Junior Suns, includes players ages 12 to 18 years old. Junior team members develop more confidence about their abilities, and adults get the benefits of mentoring. The Banner Wheelchair Suns are a part of the National Wheelchair Basketball Association. -Project Cure For many years Banner 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 2018, Banner donated $2.6 million in supplies to Project Cure.
-RONALD MCDONALD CHARITIES Located on the campus of Banner Desert Medical Center, The Ronald McDonald House at Cardon Childrens Medical Center provides a home away from home for families, providing a level of safety and comfort at an incredibly difficult time in their lives and relieving stress by being with other families facing similar challenges. The facility features 16 bedrooms, including three apartments with kitchens for families with children with suppressed immune systems; a community kitchen and dining room; a play area for children and an outdoor area for adults. Through low cost lease subsidies the partnership between Ronald McDonald House and Cardon Childrens Medical Center is vital in the healing process for the children and their families -Fresh Start Womens Foundation Banner Health provides low-cost lease subsidies to the Fresh Start Women's Foundation. Fresh Start is an Arizona nonprofit whose mission is to empower women to transform their lives through education and engagement. Programs and services focus on three core values: economic self-sufficiency, personal development and education. All of Fresh Starts services are free or low cost and are available to any woman over the age of 18. Fresh Start Women's Foundation has empowered thousands of women to transform their lives. -Employee Giving: Better Together Banner Health has a long history of employee giving to support a wide range of health and wellness programs that benefit and improve our community. A partnership between Banner Health Foundation, Casa Grande Community Hospital Foundation, Sun Health Foundation and United Way, Better Together promotes a spirit of philanthropy among employees and enables them to support to a wide range of hospital and community-based programs made possible by charitable contributions. Among the many services and resources supported by philanthropic gifts are bereavement camps for children, free health services for uninsured school children, and breast disease prevention and treatment services for uninsured women. The following organizations are representative of those receiving financial, in-kind or volunteer donations from Banner in 2018: -Airman's Attic -American Cancer Society -American Lung Association -American Foundation for Suicide Prevention -American Heart Association Go Red for Women -Angel of Mercy Shelter of Hope -Arizona Alzheimer's Research Center -Arizona Children's Action Alliance -Arizona Hospital and Palliative Care -Arizona Hospital and Palliative Care Nurses' Association -Arizona Perinatal Trust -Benevilla -Ben's Bells -BLMC Medical Foundation -Cancer Support Community of Arizona -Children's Rehabilitation Services -Community Church -Community Healthcare Foundation -Desert SW Juvenile Diabetes Foundation -Donor Network Arizona -Erik Hite Foundation -Estrella Mountain Community College -EWC Foundation -Fallon Senior Center -Fernley High School -Foundation Executive Board -FTC Hope Lives -Glam Closet -Greater Tucson Fire Foundation -Handmaker Jewish Services for the Aging -Integrative Touch for Kids -Juvenile Diabetes Research Foundation -Kaylie Haun Foundation Donation -Lassen Family Services -Liver Foundation Western Division -Make a Wish -Make-A-Wish Foundation of Arizona -March of Dimes -MHA -Nami - Southern Arizona -NCMC Phoenix Society -Nightingales -Northern California Cancer Advocates -Out of the Darkness -Pima Council on Aging -Pink Ladies -Relay for Life -Ronald McDonald House Charities -School Choice Arizona -Sober Graduation -Society of Trauma Nurses -Southern Arizona Aids Foundation -Taste of Casa Grande -The Leukemia & Lymphoma Society -Tri County Alzheimer's Walk -Tu Nidito Children & Family Services -Tucson Integrated Kidney Care -Tucson Stroke Leadership Group -United Way - Mesa -United Way - Southern Az -Veterinary Clinic Donation -Washakie County Ministerial Association -West Valley Child Crisis Center -YMCA of Southern Arizona 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. Banner employees are encouraged to, and recognized for, serve and participe 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 Health leaders embrace stewardship as a guiding philosophy of their respective management roles 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 Banner has historically been a member and/or event sponsor for numerous organizations including: -ACHE Board of Governors -AHA Region 8 -American Chapter of Case Management Associsation -American Orgaqnization of Nurse Executives -Apache Junction Chamber of Commerce -Arizona Emergency Medical Services Ex Commitee -AZ Self Insured Association -Banner Federal CU -Brush Chamber of Commerce -Cenpatico -East Morgan County Hospital Foundation -Gilbert Chamber of Commerce -Goshen County Economic Development -Health Current -HFMA -Keith County Area Development -Logan County Chamber of Commerce -Logan County Economic Development -Mesa Chamber of Commerce -NCMC Downtown Development Authority -NCMC Upstate Colorado Economic Development -Page Chamber of Commerce -Platte County Economic Development -Rim County Chamber -Rotary -Scottsdale Chamber of Commerce -Southwest Alliance for Excellence -Sun Corridor -Systems of Care Initiative -WestMarc -Wyoming HFMA -Wyoming Hospital Association
-Community Support and Coalition Building Banner supports and partners with numerous community agencies in support of community initiatives. Banner 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 various community organizations. Examples of these partnerships include: -12 Days of Christmas -Baldridge Perf Exc Board -Bowling for Share -Brush 4th of July Parade -Bunkers Unlimited -CASA Angel Tree -Churchill Arts Council -Colorado State Patrol -Cottonwood Country Club Ladies -Eastern Colorado Catch It Program -EMCH Foundation / NCMC Foundation Sporting Clays Tournament -Fallon Daily Bread -Fallon Pop Warner Jr Football Program -Fallon Swing Club Dance -First Responders Canned Food Drive -FTC Union Colony Civic Center Arts Partnership -Goshen Community Theatre -Goshen County 2 Shot Annual Goose Hunt -Goshen County Jr. Livestock -Goshen County School District -Jack-A-Lope Jump -Johnstonville 4H -Kiwanis Discovery Day -Lady Grizz Basketball Boosters -Lassen County Fair -Lassen Youth Football -Line Drive Baseball Fundraiser -Lions Club Jr Rodeo -McKee Union Colony Civic Center Arts Partnership -Media All Stars -Morgan County Ambulance -Morgan County Fair -NCMC Greeley Blues Jam -NCMC Greeley Independence Stampede -NCMC Union Colony Civic Center Arts Partnership -North Side Early Learning Ctr - Partners in Education -Oktoberfest -Pinal County Early Childhood Coalition -Regional Arts council -Rim County Education Foundation -SHF -Susanville FFA -Susanville Symphony -Torrington Elks Lodge -Torrington Little League -Torrington Shrine Club -Torrington Tigers Baseball -Tree Lighting Community Event -Trellis -Trinity Lutheran School -Turkey Trot -Valley Christian School -YMCA Southern Arizona -Physical and Housing Improvements Realizing the importance of the environment on healing, Banner supports efforts to better the living conditions of those in the communities it serves. In 2018, Banner contributed $1,000 to these efforts. -Work Enhancement Banner actively recruited physicians to serve in Federal medically underserved areas. In 2018, approximately $206,000 was invested to enhance community workforce. -Disaster Preparedness In 2018, Banner provided disaster training and education opportunities to community residents and first responders. These activities included evacuation and decontamination training, bomb threats, emergency disaster drills, community decontamination efforts, natural disaster planning, emergency management incident command, and mass casualty exercises all aimed at improving safety awareness for residents and ensuring health care providers, local businesses and agencies, emergency responders and citizens know what to do in a large-scale disasters. -Holiday Helper Working as teams, Banner departments pooled resources to provide food, clothing and gifts for needy local 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 the various food drives held to support the local communities. In addition, appeals are made to assist that population of patients who live under challenging circumstances, and often when they arrive to our facilities, their clothing may be lost or destroyed in the process of their care, or simply may need a refresh. -United Blood Services Banner 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 2018, numerous hours were donated to this endeavor. -Space Usage Banner 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. -Toy Closets Toys have an amazing way of making kids smile, distracting them during unpleasant times and helping them look past their pain. Thats why Banner created toy closets at Banner hospitals stocked with new, unused toys for pediatric patients of all ages. Made possible by monetary and toy donations from individuals, school and youth organizations, businesses and corporations, these toy-filled havens enable our young patients to find fun and joy during their hospital experience. Patients visit the closets following treatments and procedures to choose a toy as a reward for their bravery. From dolls and stuffed animals, to coloring books, video games, craft kits and more, the donated items make a difference for our young patients.
FORM 990, PART VI, LINE 2 QUENTIN SMITH AND CHRIS VOLK HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, LINE 11b BANNER HEALTH'S (BH) VICE PRESIDENT OF FINANCE & CHIEF FINANCIAL OFFICER ARE 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 BH 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. BH 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 BH'S OPERATIONS AND RETURN COMPLEXITY. THE BH FINANCE DEPARTMENT ALSO EMPLOYS AN INTERNAL STAFF OF TAX SPECIALISTS. THESE TAX SPECIALISTS ACT AS LIAISONS BETWEEN THE ACCOUNTING FIRM AND BH'S SENIOR MANAGEMENT DURING THIS STAGE OF THE PROCESS. DURING THIS STAGE, THE TAX PREPARER REVIEWS THE INFORMATION AND WORKS WITH BH'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 BH 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 BH DEPARTMENTS FOR FURTHER ACTION. ONCE THIS SECOND REVIEW PROCESS IS COMPLETED, A FINAL DRAFT OF THE FORM 990 IS PRESENTED TO THE CHIEF LEGAL OFFICER & GENERAL COUNSEL AND CHIEF FINANCIAL OFFICER FOR REVIEW AND APPROVAL. 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 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.
FORM 990, PART VI, LINE 12C PURSUANT TO BANNER HEALTH'S (BH) 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 BH EMPLOYEES MUST GO THROUGH A SIMILAR PROCESS OF DISCLOSURE TO THEIR RESPECTIVE SUPERVISOR AND TO THE DIRECTOR OF AUDIT SERVICES, WHO MAINTAINS ALL OF THE 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 BH'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 BH'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.
FORM 990, PART VI, LINE 15 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 PRESIDENT AND 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 PRESIDENT AND CEO - EXERCISES OVERSIGHT OVER ALL ASPECTS OF COMPENSATION FOR THE PRESIDENT AND 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 PRESIDENT AND 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 PRESIDENT AND 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 PRESIDENT AND 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 AND 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 AND 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 AND CEO BECOMING UNREASONABLE. 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 AND 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 POSITION-SPECIFIC MARKET DATA PROVIDED 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. ANNUAL EQUITY ADJUSTMENTS MAY BE MADE UPON APPROVAL OF THE PRESIDENT AND CEO AND 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 AND 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 AND CEO AND REVIEWING AND MONITORING THE COMPENSATION FOR ALL OTHER SENIOR EXECUTIVES AND TOP MANAGEMENT. THE COMPENSATION REVIEW PROCESS WAS LAST COMPLETED IN 2018.
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.
FORM 990, PART XI, LINE 9 INTERCOMPANY TRANSFERS $(310,745,177) RESTRICTED CONTRIBUTIONS $ 12,800,246 EQUITY TRANFERS $ (7,323,188) --------------- TOTAL $(305,268,119)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2018


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" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2018
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" on 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) 1748 LLC
655 E River Road
Tucson,AZ85704
45-0233470
Inactive AZ 0 0 BUMC TUCSON
 
(2) Banner Ambulatory Provider Group Co
1801 16th Street
Greeley,CO80631
90-1184300
Medical Svcs CO 0 0 Banner Hlth
 
(3) Banner Ambulatory Provider Group LLC
2901 N Central Ave Ste 160
Phoenix,AZ850122702
90-1186214
Medical Svcs AZ 0 0 Banner Hlth
 
(4) Banner Estrella Surgery Center LLC
2901 N Central Ave Ste 160
Phoenix,AZ850122702
90-1183954
OP Surg Ctr AZ 3,285,518 4,545,944 Banner Hlth
 
(5) Banner Imaging Associates PLC
2901 N Central Ave Ste 160
Phoenix,AZ85012
20-4392289
Inactive AZ 0 0 Banner Hlth
 
(6) Banner Imaging Services LLC
2901 N Central Ave Ste 160
Phoenix,AZ85012
90-1249771
INACTIVE AZ 0 0 Banner Hlth
 
(7) Banner Medical Clinic Guernsey LLC
1 Whalen
Guernsey,WY82214
45-0233470
INACTIVE WY 0 0 Banner Hlth
 
(8) Banner Medical Clinic Torrington LLC
625 Albany Avenue
Torrington,WY82240
90-1141631
INACTIVE WY 0 0 Banner Hlth
 
(9) Banner Medical Clinic Wheatland LLC
1551 Brice Street
Cheyenne,WY82001
90-1141632
INACTIVE WY 0 0 Banner Hlth
 
(10) Banner Mesa Surgery Center LLC
2901 N Central Ave Ste 160
Phoenix,AZ850122702
90-1182682
OP Surg Ctr AZ 7,519,218 5,243,406 Banner Hlth
 
(11) Banner Network Colorado LLC
7251 W 4th Street
Greeley,CO80634
90-1119093
Health Svcs CO 770,789 1,915,447 Banner Hlth
 
(12) Banner Northern Colorado Imaging LLC
1801 16th Street
Greeley,CO80631
90-1119704
Inactive CO 0 0 Banner Hlth
 
(13) Banner Occupational Health Colorado LLC
1801 16th Street
Greeley,CO80631
90-1184991
MEDICAL SVCS CO 3,845,340 -469,224 BAPG CO
 
(14) Banner Occupational Health-Onsite LLC
2901 N Central Ave Ste 160
Phoenix,AZ85012
61-1700965
Medical Svcs AZ 1,158,940 0 Banner Hlth
 
(15) Banner Peoria Surgery Center LLC
2901 N Central Ave Ste 160
Phoenix,AZ850122702
90-1182685
OP Surg Ctr AZ 802,668 895,015 Banner Hlth
 
(16) Banner Pharmacy Services LLC
2901 N Central Ave Ste 160
Phoenix,AZ85012
90-1025110
Medical Svcs AZ 149,510,581 46,900,207 Banner Hlth
 
(17) Banner Phoenix Surgery Center LLC
2901 N Central Ave Ste 160
Phoenix,AZ850122702
90-1182683
OP Surg Ctr AZ 5,786,820 3,551,817 Banner Hlth
 
(18) Banner Quick Care Colorado LLC
1801 16th Street
Greeley,CO80631
90-1184992
Inactive CO 0 0 BPAG CO
 
(19) Banner Quick Care LLC
2901 N Central Ave Ste 160
Phoenix,AZ85012
90-1166793
Medical Svcs AZ 59,435 108,814 BAPG
 
(20) Banner Sun City West Surgery Center LLC
2901 N Central Ave Ste 160
Phoenix,AZ850122702
90-1182684
OP Surg Ctr AZ 831,883 1,231,271 Banner Hlth
 
(21) Banner Surgery Centers LLC
525 W Brown Road
Mesa,AZ85201
86-0788300
Surgery Ctr AZ 1,677 2,511,198 Banner Hlth
 
(22) Banner Urgent Care - Colorado LLC
1801 16th Street
Greeley,CO80631
90-0733287
Medical Svcs CO 2,055,413 569,661 BAPG CO
 
(23) Banner Urgent Care Services LLC
2901 N Central Ave Ste 160
Phoenix,AZ85012
90-1133689
Medical Svcs AZ 48,089,702 20,152,093 BAPG
 
(24) BANNER-UNIV MED CTR SOUTH CAMPUS LLC
2800 E Ajo Way
Tucson,AZ85713
90-1074558
Medical Svcs AZ 691,933,027 834,979,875 Banner Hlth
 
(25) BANNER-UNIV MED CTR TUCSON CAMPUS LLC
1501 N Campbell Ave
Tucson,AZ85724
90-1074557
Medical Svcs AZ 167,276,572 82,209,650 Banner Hlth
 
(26) BANNER-UNIV MED CRISIS RESPONSE CTR
2802 E District Street
Tucson,AZ85714
90-1116155
Medical Svcs AZ 23,785,968 5,244,148 Banner Hlth
 
(27) BFCMC Outpatient Services LLC
4700 Lady Moon Drive
Fort Collins,CO85028
90-1119706
Inactive CO 0 0 Banner Hlth
 
(28) BTMC MOB LLC
2901 N Central Ave Ste 160
PHOENIX,AZ85012
90-1026040
INACTIVE DE 0 0 Banner Hlth
 
(29) B-UMCP Hospital Based Physicians LLC
2901 N Central Ave Ste 160
Phoenix,AZ85012
90-1122779
Medical Svcs AZ 0 0 Banner Hlth
 
(30) B-UMCP Physician Specialists LLC
2901 N Central Ave Ste 160
Phoenix,AZ85012
90-1122778
Medical Svcs AZ 0 0 Banner Hlth
 
(31) B-UMCP Primary Care Physicians LLC
2901 N Central Ave Ste 160
Phoenix,AZ85012
90-1122652
Medical Svcs AZ 0 0 Banner Hlth
 
(32) B-UMCP Super Specialists LLC
2901 N Central Ave Ste 160
Phoenix,AZ85012
90-1122653
Medical Svcs AZ 0 0 Banner Hlth
 
(33) Horizon Laboratory LLC
2555 East 13th Street
Greeley,CO80537
90-0471017
Laboratory CO 6,842,024 842,175 Banner Hlth
 
(34) Laboratory Sciences of Arizona LLC
2901 N Central Ave Ste 160
Phoenix,AZ85012
86-0833952
Laboratory AZ 117,071 15,118,728 Banner Hlth
 
(35) Loveland Medical Enterprises LLC
2000 N Boise Avenue
Loveland,CO80538
47-0909771
Med Office CO 517,616 18,179,684 McKee Med
 
(36) Loveland Surgical Enterprise
2555 East 13th Street
Greeley,CO80537
14-1885420
Surgery Ctr CO 3,567,608 -127,359 McKee Med
 
(37) McKee Medical Holdings LLC
1801 16th Street
Greeley,CO80631
90-0078450
Holding Comp CO 488,101 1,365,263 Banner Hlth
 
(38) MMC Outpatient Services LLC
2000 N Boise Avenue
Loveland,CO80538
90-1119705
Inactive CO 0 0 Banner Hlth
 
(39) Mountain Vista Orthopaedic Surgery Ctr
5890 W 13th Street Suite 102
Greeley,CO90834
71-0936920
Op Surg Ctr CO 3,712,006 2,347,606 Banner Hlth
 
(40) Neighborhood Physician Alliance LLC
2901 N Central Ave Ste 160
Phoenix,AZ85012
90-1138165
Inactive AZ 0 4,060,663 Banner Hlth
 
(41) Supply Chain Value Network LLC
2901 N Central Ave Ste 160
Phoenix,AZ85012
45-0233470
Medical Svcs AZ 1,508,658 0 Banner Hlth
 
(42) Tucson SRS Leasing LLC
1501 N Campbell Ave
Tucson,AZ85724
20-5641701
Inactive AZ 0 0 BUMC TUCSON
 
(43) BANNER OCCUPATIONAL HEALTH - ARIZONA LLC
2901 N CENTRAL AVENUE STE 160
PHOENIX,AZ85012
MEDICAL SVCS AZ 25,170,994 5,533,278 BAPG
 
(44) Banner Employer Services LLC
2901 N CENTRAL AVE STE 160
phoenix,AZ85012
83-2695440
medical svcs AZ 0 0 BANNER HLTH
 
(45) NOCO NEWCO LLC
1801 16th Street
Greeley,CO80631
83-2482390
INACTIVE CO 0 0 BANNER HLTH
 
Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on 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 Alzheimers Foundation
2901 N CENTRAL AVE SUITE 160

Phoenix,AZ85012
20-4862361
Support AZ 501(C)(3) 7 Banner Hlth
 
Yes
 
(2)Banner Health Foundation
2901 N CENTRAL AVE SUITE 160

Phoenix,AZ85012
94-2545356
Support AZ 501(C)(3) 7 Banner Hlth
 
Yes
 
(3)Banner Medical Group
2901 N CENTRAL AVE SUITE 160

Phoenix,AZ85012
90-0532830
Medical Svcs AZ 501(C)(3) 3 Banner Hlth
 
Yes
 
(4)Banner Medical Group Colorado
2901 N CENTRAL AVE SUITE 160

Phoenix,AZ85012
90-0532831
Medical Svcs CO 501(C)(3) 3 Banner Hlth
 
Yes
 
(5)Casa Grande Community Hosp Foundation
1800 E Florence Blvd

Casa Grande,AZ85122
31-1726569
Support AZ 501(C)(3) 7 Banner Hlth
 
Yes
 
(6)Banner-University Medical Group
2901 N CENTRAL AVE SUITE 160

PHOENIX,AZ85012
94-2958258
Medical Svcs AZ 501(C)(3) 3 Banner Hlth
 
Yes
 
(7)Banner-University Family Care
2901 N CENTRAL AVE SUITE 160

Phoenix,AZ85012
46-3766901
Health Ins. AZ 501(C)(3) 10 Banner Hlth
 
Yes
 
(8)Banner-University Care Advantage
2901 N CENTRAL AVE SUITE 160

Phoenix,AZ85012
46-3757358
Health Ins. AZ 501(C)(3) 10 Banner Hlth
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on 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) Sonora Quest Laboratories LLC

1255 West Washington
Tempe,AZ85281
86-0872873
Laboratory AZ lAB SCIENCE AZ
 
UNRELATED 28,517,827 57,402,697   No 0 Yes   51.000 %
(2) Partners in Integrated Health LLC

2901 N Central Avenue Suite 160
Phoenix,AZ85012
61-1700965
Management svcs AZ Banner Health
 
Related 0 0   No 0 Yes   75.000 %
(3) Banner Union Hills Surgery Center LLC

2901 N Central Avenue Suite 160
Phoenix,AZ85012
90-1164193
Medical services AZ Banner Health
 
Related 271,330 1,587,262   No 0 Yes   51.000 %
(4) BHSM Rehabilitation LLC

2901 N Central Avenue Suite 160
Phoenix,AZ85012
82-3481322
Medical Services DE Banner Health
 
Related -1,155,556 14,009,160   No 0 Yes   51.000 %
(5) Banner Atlas JV LLC

10554 East Morning Star Drive
Scottsdale,AZ85255
83-1276122
OP Surgery ctr AZ Banner Health
 
Related -525,195 270,000   No 0 Yes   75.000 %




Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on 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 Plan Administration Inc

445 W 5th Place Suite 101
Mesa,AZ85201
86-0800246
3rd Party Admin AZ BANNER HEALTH
 
C Corp     100.000 % Yes  
(2) Banner Indemnity Ltd

PO Box 1051
Grand Cayman,BWI  
CJ
45-0233470
Investments CJ BANNER HEALTH
 
Foreign Corp 11,044,529 173,851,994 100.000 % Yes  
(3) Banner Health Network

2901 N Central Ave Suite 160
Phoenix,AZ85012
90-0750689
Accountable Care AZ BANNER HEALTH
 
C Corp     66.670 % Yes  
(4) The Univ of AZ Health Plans-U Healthcare

2901 N Central Ave Suite 160
Phoenix,AZ85012
45-4370907
Health Insurance AZ BANNER HEALTH
 
C Corp     100.000 % Yes  






Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on 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
Yes
 
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
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
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
Yes
 
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 related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) BANNER ALZHEIMER'S FOUNDATION

c 6,702,181 FMV
(2) BANNER ATLAS JV LLC

r 270,000 FMV
(3) BANNER HEALTH FOUNDATION

a 151,607 FMV
(4) BANNER HEALTH FOUNDATION

b 515,548 FMV
(5) BANNER HEALTH FOUNDATION

c 5,559,818 FMV
(6) BANNER HEALTH FOUNDATION

d 2,418,266 FMV
(7) BANNER HEALTH FOUNDATION

l 79,959 FMV
(8) BANNER HEALTH NETWORK

l 232,534,285 FMV
(9) BANNER INDEMNITY LTD

m 167,810 FMV
(10) BANNER INDEMNITY LTD

r 51,844,743 FMV
(11) BANNER INDEMNITY LTD

s 38,774,737 FMV
(12) BANNER MEDICAL GROUP

a 1,266,703 FMV
(13) BANNER MEDICAL GROUP

j 7,512,864 FMV
(14) BANNER MEDICAL GROUP

l 29,839,798 FMV
(15) BANNER MEDICAL GROUP

m 85,479,063 FMV
(16) BANNER MEDICAL GROUP

p 12,179,911 FMV
(17) BANNER MEDICAL GROUP COLORADO

a 4,705,708 FMV
(18) BANNER MEDICAL GROUP COLORADO

j 1,238,901 FMV
(19) BANNER MEDICAL GROUP COLORADO

l 9,950,221 FMV
(20) BANNER MEDICAL GROUP COLORADO

m 154,334,380 FMV
(21) BANNER MEDICAL GROUP COLORADO

p 11,741,966 FMV
(22) BANNER PLAN ADMINISTRATION

a 343,491 FMV
(23) BANNER PLAN ADMINISTRATION

l 1,125,234 FMV
(24) BANNER PLAN ADMINISTRATION

m 4,499,738 FMV
(25) BANNER PLAN ADMINISTRATION

p 515,433 FMV
(26) BANNER UNION HILLS SURGERY CENTER LLC

d 736,389 FMV
(27) BANNER UNION HILLS SURGERY CENTER LLC

l 140,803 FMV
(28) BANNER UNION HILLS SURGERY CENTER LLC

m 91,407 FMV
(29) BANNER UNIVERSITY MEDICAL GROUP

a 188,044 FMV
(30) BANNER UNIVERSITY MEDICAL GROUP

l 21,744,799 FMV
(31) BANNER UNIVERSITY MEDICAL GROUP

m 2,388,056 FMV
(32) BANNER UNIVERSITY MEDICAL GROUP

p 17,172,535 FMV
(33) BANNER-UNIVERSITY CARE ADVANTAGE

l 28,357,253 FMV
(34) BANNER-UNIVERSITY FAMILY CARE

l 78,900,735 FMV
(35) SONORA QUEST LABORATORIES LLC

a 131,549 FMV
(36) SONORA QUEST LABORATORIES LLC

d 5,417,930 FMV
(37) SONORA QUEST LABORATORIES LLC

l 15,952,286 FMV
(38) SONORA QUEST LABORATORIES LLC

m 106,502 FMV
(39) SONORA QUEST LABORATORIES LLC

q 19,570,405 FMV
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on 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 sections 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) 2018
Schedule R (Form 990) 2018
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
SCHEDULE R, PART III SONORA QUEST LABORATORIES, LLC EIN: 86-0872873 ADDRESS: 1255 WEST WASHINGTON, TEMPE AZ 85281 PARTNERS IN INTEGRATED HEALTH, LLC EIN: 61-1700965 ADDRESS: 2901 N CENTRAL AVE, SUITE 160, PHOENIX, AZ 85006 Banner Union Hills Surgery Center LLC EIN: 90-1164193 Address: 2901 N Central Avenue, Suite 160, Phoenix, AZ 85012 BHSM Rehabilitation, LLC EIN: 82-3481322 Address: 2901 N Central Avenue, Suite 160, Phoenix, AZ 85012 BANNER ATLAS JV LLC EIN: 83-1276122 ADDRESS: 10554 EAST MORNING STAR DRIVE, SCOTTSDALE, AZ 85255
Schedule R (Form 990) 2018

Additional Data


Software ID:  
Software Version: