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www.bannerhealthfoundation.org
2901 N CENTRAL AVE STE 160
Phoenix AZ 85012-2702
Phoenix AZ | IRS ruling year: 2001 | EIN: 94-2545356
BANNER HEALTH FOUNDATION SECURES AND STEWARDS CHARITABLE CONTRIBUTIONS TO ADVANCE BANNER HEALTH'S MISSION TO MAKE HEALTH CARE EASIER, SO LIFE CAN BE BETTER.
Great
This charity's score is 99%, earning it a Four-Star rating. If this organization aligns with your passions and values, you can give with confidence.
This overall score is calculated from multiple beacon scores: 80% Accountability & Finance, 10% Leadership & Adaptability, 10% Culture & Community. Learn more about our criteria and methodology.
We recognize that not all metrics and beacons equally predict a charity’s success. The percentage each beacon contributes to the organization’s overall rating depends on the number of beacons an organization has earned.
Use the tool below to select different beacons to see how the weighting shifts when only one, two, or three beacons are earned.
Rating histories are available for a growing number of rated organizations. Check back later to see if this organization has a rating history!
The IRS is significantly delayed in processing nonprofits' annual tax filings (Forms 990). As a result, the Accountability & Finance score for Banner Health Foundation is outdated and the overall rating may not be representative of its current operations. Please check with the charity directly for any questions you may have.
Banner Health Foundation has earned a 100% for the Accountability & Finance beacon. See the metrics below for more information.
This beacon provides an assessment of a charity's financial health (financial efficiency, sustainability, and trustworthiness) and its commitment to governance practices and policies.
This Accountability & Finance score represents IRS Form 990 data up until FY 2019, which is the most recent Form 990 currently available to us.
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Full Credit
Partial Credit
No Credit
Not ApplicableBoard Composition - 27/28 - 25/25 ptsBoard Composition - 27/28 - 25/25 pts
Charity Navigator looks for at least 3 board members, with more than 50% of those members identified as independent (not salaried).
The presence of an independent governing body is strongly recommended by many industry professionals to allow for full deliberation and diversity of thinking on governance and other organizational matters.
Source: IRS Form 990
Independent Audit or Financial Review - Audited - 20/20 ptsIndependent Audit or Financial Review - Audited - 20/20 pts
An Audit, Review, or Compilation provides important information about financial accountability and accuracy. Organizations are scored based on their Total Revenue Amount:
| Total Revenue Amount | Expectation to Receive Credit |
|---|---|
| $1 million or higher | Expected to complete an audit |
| $500,000 - $1 million | Expected to complete an audit, review, or compilation |
| Less than $500,000 | No expectation (removed from scoring methodology) |
Source: IRS Form 990
Conflict of Interest Policy - Listed - 3/3 ptsConflict of Interest Policy - Listed - 3/3 pts
Charity Navigator looks for the existence of a conflict of interest policy on the Form 990 as an accountability and transparency measure.
This policy protects the organization and by extension those it serves, when it is considering entering into a transaction that may benefit the private interest of an officer, director and/or key employee of the organization.
Source: IRS Form 990
Board Meeting Minutes - Documented - 3/3 ptsBoard Meeting Minutes - Documented - 3/3 pts
Charity Navigator looks to confirm on the Form 990 that the organization has this process in place as an accountability and transparency measure.
An official record of the events that take place during a board meeting ensures that a contemporaneous document exists for future reference.
Source: IRS Form 990
Document Retention and Destruction - Listed - 3/3 ptsDocument Retention and Destruction - Listed - 3/3 pts
Charity Navigator looks for the existence of a document retention and destruction policy per the Form 990 as an accountability and transparency measure.
This policy establishes guidelines for the handling, backing up, archiving and destruction of documents. These guidelines foster good record keeping procedures that promote data integrity.
Source: IRS Form 990
Whistleblower Policy - Listed - 3/3 ptsWhistleblower Policy - Listed - 3/3 pts
Charity Navigator looks for the existence of a whistleblower policy per the Form 990 as an accountability and transparency measure.
This policy outlines procedures for handling employee complaints, as well as a confidential way for employees to report financial or other types of mismanagement.
Source: IRS Form 990
Website - Listed - 3/3 ptsWebsite - Listed - 3/3 pts
Charity Navigator looks for a website on the Form 990 as an accountability and transparency metric.
Nonprofits act in the public trust and reporting publicly on activities is an important component.
Source: IRS Form 990
Full CreditPartial CreditNo CreditNot ApplicableLiabilities to Assets Ratio - 1.89% - 15/15 ptsLiabilities to Assets Ratio - 1.89% - 15/15 pts
The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent 990). This ratio is an indicator of an organization’s solvency and/or long-term sustainability.
| Liabilities to Assets Ratio | Amount of Credit Received |
|---|---|
| Less than 50% | Full Credit |
| 50% - 59.9% | Partial Credit |
| 60% or more | No Credit |
Source: IRS Form 990
Program Expense Ratio - 91.61% - 25/25 ptsProgram Expense Ratio - 91.61% - 25/25 pts
The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three 990s). This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver.
| Program Expense Percentage | Amount of Credit Received |
|---|---|
| 70% or higher | Full Credit |
| 60% - 69.9% | Partial Credit |
| 50% - 59.9% | Zero Points for Program Expense Score |
| Below 50% | Zero Points for Both Program Expense AND Liabilities to Assets Scores |
Source: IRS Form 990
This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.
Presented here are up to five of this organization's highest compensated employees. This compensation data includes salary, cash bonuses, and expense accounts and is displayed exactly how it is reported to the IRS. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on Form W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting
Source: IRS Form 990 (page 7), filing year 2019
Below are some key data points from the Exempt Organization IRS Business Master File (BMF) for this organization. Learn more about the BMF on the IRS website
Activities:
Sick, accident, death, or similar benefits (BMF activity code: 265)
Foundation Status:
Organization which receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi) (BMF foundation code: 15)
Affiliation:
Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). (BMF affiliation code: 3)
The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage finance and accountability data from it to form Encompass ratings. Click here to search for this organization's Forms 990 on the IRS website (if any are available). Simply enter the organization's name (Banner Health Foundation) or EIN (942545356) in the 'Search Term' field.
This organization was impacted by COVID-19 in a way that effected their financial health in 2020. This normally would have reduced their star rating. Due to the unprecedented nature of the pandemic, we give charities such as this one the opportunity to share the story of COVID's impact on them, and doing this pauses our revision of their rating. Charities may submit their own pandemic responses through their nonprofit portal.
Banner Health Foundation reported being impacted by COVID-19 in the following ways:
Program Delivery
Fundraising Capacity
How COVID-19 impacted the organization's operations financially:
Due to global shortages of Personal Protective Equipment, the Banner Health Foundation shifted from primarily raising financial contributions to also sourcing donations of goods and equipment, including face masks and shields, hand sanitizer, shoe covers, protective gowns, and more for use in Banner Health hospitals. The Foundation also sourced donations of meals, snacks, beverages, and furniture for respite rooms to be created in our hospitals for staff. This resulted in more in-kind gifts than ever previously recorded.
How COVID-19 impacted the organization's delivery of programs:
Many Banner Health programs that are supported by charitable gifts to the Banner Health Foundation were paused or converted to virtual/online formats. As examples, the Banner Olive Branch Senior Center suspended its weekday congregate meals program for low-income seniors and pivoted to grab-and-go meal pickup, home-delivered meals, and home wellness checks. Hospital-based programs like pet therapy and music therapy were suspended, in-person community health education events on injury prevention and skin cancer prevention were also paused. The Foundation's two signature fundraising events were cancelled in 2020. The Banner Alzheimer's Institute offers an array of classes, music and movement groups, and workshops for those caring for a loved one with dementia, which were moved to online formats--allowing even more patients and caregivers to participate, regardless of their location.
How this organization adapted to changing conditions caused by COVID-19:
The Banner Health Foundation developed a virtual event series for donors whom we could not meet with in person, bringing physicians and experts to Zoom to present their work to a virtual audience. We utilized social media and e-marketing more than previously to raise funds and show how charitable gifts were making a positive impact. Staff continue to work remotely with increased productivity and decreased absenteeism and turnover. The Foundation's annual gala was moved outdoors and COVID-19 vaccination was required of all guests in October 2021 so that we could continue the momentum and engage our supporters while keeping guests, staff, and volunteers safe.
Innovations the organization intends to continue permanently after the pandemic:
Staff will continue to work remotely to prevent viral spread and retain valuable employees who prefer this work style. Virtual events will continue to be offered along with in-person events to provide options to donors. The Banner Health Foundation has streamlined many processes, including email approval of expenses, less use of paper and postage, and more frequent check-ins across staff and departments to maintain positive morale. We are now adept at using Zoom and can confidently offer this meeting option to donors who want to ensure their own health and safety.
Not Currently Scored
Banner Health Foundation cannot currently be evaluated by our Impact & Results methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors.
Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.
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Banner Health Foundation reported its largest program on its FY 2019 Form 990 as:
Spent in most recent FY
Percent of program expenses
THE BANNER HEALTH FOUNDATION FOSTERS A SPIRIT OF GIVING BY MAKING HEALTHCARE SOLUTIONS A REALITY FOR OUR COMMUNITY. CONTRIBUTIONS MADE TO THE FOUNDATION ARE INVESTED LOCALLY IN BANNER HEALTH'S NOT-FOR ... (More)
THE BANNER HEALTH FOUNDATION FOSTERS A SPIRIT OF GIVING BY MAKING HEALTHCARE SOLUTIONS A REALITY FOR OUR COMMUNITY. CONTRIBUTIONS MADE TO THE FOUNDATION ARE INVESTED LOCALLY IN BANNER HEALTH'S NOT-FOR-PROFIT FACILITIES AND PROGRAMS TO ADVANCE HEALTH AND WELLNESS. CARING FOR THE FUTURE OF ARIZONA SINCE 1978, BANNER HEALTH FOUNDATION IS SUPPORTED BY THE GENEROSITY OF INDIVIDUAL DONORS, THE PUBLIC AND PRIVATE SECTORS, AND HUNDREDS OF ACTIVE VOLUNTEERS. (Less)
Banner Health Foundation has earned a 90% for the Culture & Community beacon. See the metrics below for more information.
This beacon provides an assessment of the organization's culture and connectedness to the community it serves.
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Full CreditPartial CreditNo CreditNot ApplicableConstituent Feedback - Data Available - 100/100 ptsConstituent Feedback - Data Available - 100/100 pts
30% of beacon score
This organization reported that it is collecting feedback from the constituents and/or communities it serves. Charity Navigator believes nonprofit organizations that engage in inclusive practices, such as collecting feedback from the people and communities they serve, may be more effective.
Who are the people you serve with your mission? Describe briefly.
As a single-organization support foundation, the Banner Health Foundation works with community donors and patients of our hospital system to cultivate, secure and steward philanthropic gifts. We conduct periodic surveys to ensure our donors are satisfied with our service, communication, and stewardship.
How is your organization collecting feedback from the people you serve?
Electronic surveys (by email, tablet, etc.), Paper surveys, Constituent (client or resident, etc.) advisory committees
How is your organization using feedback from the people you serve?
To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To strengthen relationships with the people we serve
With whom does your organization share the feedback you got from the people you serve?
The people we serve, Our staff, Our board, Our funders
How has asking for feedback from the people you serve changed your relationship with them or shifted power - over decisions, resources, rules or in other ways - to them?
Asking for feedback allows us to make shifts in the way we communicate and interact with our donors as well as how we explain the impact of charitable gifts to the broader organization's employees.
What challenges does your organization face in collecting feedback from the people you serve?
It is difficult to get the people we serve to respond to requests for feedback
Briefly describe a recent change that your organization made in response to feedback from the people you serve.
In a recent donor satisfaction survey, we learned that donors would like to receive more information about how their gifts make a positive difference at Banner Health. We then introduced an annual Charitable Impact Report featuring stories about programs and services supported by charitable gifts. It is distributed widely to our donors in both print and electronic format.
Equity Practices - Data Available - 85/100 ptsEquity Practices - Data Available - 85/100 pts
70% of beacon score
This organization's score of 85 is a passing score. The organization reported that it is implementing 5 Equity Practices. Charity Navigator believes nonprofit organizations implementing effective equity policies and practices can enhance a nonprofit's decision-making, staff motivation, innovation, and effectiveness.
Equity Practices (1/7) | |
|---|---|
We review compensation data across the organization (and by staff levels) to identify disparities by race. | |
We ask team members to identify racial disparities in their programs and/or portfolios. | |
We analyze disaggregated data and root causes of race disparities that impact the organization/'s programs, portfolios, and the populations served. | |
We disaggregate data to adjust programming goals to keep pace with changing needs of the communities we support. | |
We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders. | |
We disaggregate data by demographics, including race, in every policy and program measured | |
We have long-term strategic plans and measurable goals for creating a culture such that one’s race identity has no influence on how they fare within the organization. | |
Equity Policies and Procedures (4/7) | |
|---|---|
We use a vetting process to identify vendors and partners that share our commitment to race equity. | |
We have a promotion process that anticipates and mitigates implicit and explicit biases about people of color serving in leadership positions. | |
We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization. | |
We have community representation at the board level, either on the board itself or through a community advisory board. | |
We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability. | |
We measure and then disaggregate job satisfaction and retention data by race, function, level, and/or team. | |
We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization. | |
Banner Health Foundation has earned a 100% for the Leadership & Adaptability beacon. See the metrics below for more information.
This beacon provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.
Learn more
Full CreditPartial CreditNo CreditNot ApplicableMission - 10/10 ptsMission - 10/10 pts
The nonprofit organization presents evidence of strategic thinking through articulating the organization's mission
BANNER HEALTH FOUNDATION SECURES AND STEWARDS CHARITABLE CONTRIBUTIONS TO ADVANCE BANNER HEALTH'S MISSION TO MAKE HEALTH CARE EASIER, SO LIFE CAN BE BETTER.
Vision - 10/10 ptsVision - 10/10 pts
The nonprofit organization presents evidence of strategic thinking through articulating the organization’s vision.
Our vision is to be the premier philanthropic choice for investing in world-class healthcare in Arizona and beyond.
Source: Nonprofit submitted responses
Goals - 20/20 ptsGoals - 20/20 pts
The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.
Goal One: Engage and cultivate grateful patients and families to become donors.
Goal Type: Grow, expand, scale or increase access to the existing programs and services.
Goal Two: Advance foundation grants and corporate investment.
Goal Type: New program(s) based on observed changes in needs among our constituencies/communities served.
Goal Three: Sustain and retain donor investment over time.
Goal Type: Focus on core programs to achieve mission and scale back on programs not seen as core.
Leadership Development - 15/15 ptsLeadership Development - 15/15 pts
The nonprofit provides evidence of investment in leadership development
The Management Team and several emerging leaders in the Foundation worked one on one with an executive coach to develop our leadership skills. Additionally, the Foundation has retained the services of Advancement Resources to lead our full team in areas including volunteer management, effective donor communications, and understanding donor personalities. We have also retained the services of Gobel Group to develop the skills and strategies of our major gift officers. Each employee has an allotment of $500 to utilize annually for professional development of their choosing, including Toastmasters participation, software courses, and learning seminars in areas in which they want to improve.
Mobilizing for Mission - 15/15 ptsMobilizing for Mission - 15/15 pts
The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.
Networks of Collective Impact Efforts
Thought Leadership
Raising Awareness
Community Building
The Banner Health Foundation engages the community in understanding and supporting the philanthropic side of Banner Health, a large nonprofit healthcare system. We communicate through many channels (email, web, social, traditional media, paid advertising, special events) to share the message of Banner Health's nonprofit mission, the many lives saved and made better by charitable gifts, and the impact of donor investments. We share stories of individual patients as well as major achievements made possible by philanthropic support.
Adaptability Story - 30/30 ptsAdaptability Story - 30/30 pts
The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.
Banner Health Foundation has adapted to the COVID-19 pandemic by utilizing virtual and online tools to engage donors and prospects, steward their gifts, and report on impact. We have been able to hold fundraising and stewardship events in the outdoors and with COVID-19 vaccination required of all guests. The Foundation has also raised funds to support the mental health and well-being of our health care workforce as they struggle with stress, anxiety and PTSD related to the pandemic. Since these programs launched, more than 15,000 Banner Health professionals have benefited from counseling services and 4,000 have engaged in individual appointments with a mental health professional, with one in five referred to more meaningful forms of care. More than 200 Banner leaders have become certified in Mental Health First Aid in partnership with the National Council on Mental Wellbeing, leading an internal campaign to reduce stigma around mental health in medicine and foster a culture of caring. Some 12,500 staff have watched on-demand videos on well-being and mental health. A variety of activities are planned for 2022 to foster connection, support, and healing among our teams. 100% of these resources are supported by charitable gifts to the Banner Health Foundation.
Impact & Results
Accountability & Finance
Culture & Community
Leadership & Adaptability
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