Banner Alzheimer's Foundation

EIN: 204862361 501(c)(3) Health Care

PHOENIX, AZ

Total Revenue
$8,427,455
Total Expenses
$7,120,238
Total Assets
$31,486,947
Net Assets
$31,458,786
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2006
Legal Domicile
AZ
Phone
6027474483
Tax Period
2024-01-01 to 2024-12-31

Banner Alzheimer's Foundation, founded in 2006, is a community nonprofit in the Health Care sector that reported $8.4M in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.3M, a strong 16% operating margin.

Mission

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

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,982,748
Program Service Revenue $0
Investment Income $2,444,707
Other Revenue $0
TOTAL REVENUE $8,427,455

Expense Breakdown

Grants Paid $7,119,620
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $7,119,620
Other Expenses $618
TOTAL EXPENSES $7,120,238

Year-over-Year Comparison

2024 2023 Change
Revenue $8,427,455 $6,055,981 +0.4%
Expenses $7,120,238 $6,247,332 +0.1%
Net Income $1,307,217 $-191,351 -7.8%
Key Indicators
✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
10
Independent Members
10
Employees
N/A
Volunteers
6

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
⚠ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$981,461
Total Directors
10
$981,461
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANDREA PETERSEN PRESIDENT/CEO 5.0
Officer Director
$0 $71,807 $981,461
JERRE STEAD DIRECTOR/CHAIRMAN 4.0
Officer Director
$0 $0 $0
MICHAEL SKLAR DIRECTOR/VICE CHAIRMAN/SECRETARY 4.0
Officer Director
$0 $0 $0
TOM TOOLE DIRECTOR/TREASURER 4.0
Officer Director
$0 $0 $0
DONNA WARFIELD DIRECTOR 4.0
Director
$0 $0 $0
Heidi TEETS DIRECTOR 4.0
Director
$0 $0 $0
JAY STEAD DIRECTOR 4.0
Director
$0 $0 $0
MARKUS REINHARD DIRECTOR 4.0
Director
$0 $0 $0
MICHAEL ZUENDEL DIRECTOR 4.0
Director
$0 $0 $0
TOM STOCKY DIRECTOR 4.0
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $8,427,455 $7,120,238 $31,486,947 $1,307,217
2023 $6,055,981 $6,247,332 $30,600,097 $-191,351
2022 $2,089,381 $9,791,838 $29,692,618 $-7,702,457
2021 $5,973,985 $9,599,454 $39,991,469 $-3,625,469
2020 $17,773,889 $8,013,533 $41,572,159 $9,760,356
2019 $5,858,110 $8,725,672 $29,314,942 $-2,867,562
2018 $10,122,540 $6,702,181 $30,581,649 $3,420,359
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