Banner-University Family Care (EIN 463766901) - Form 990 Financial Analysis & Trantor Score

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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

2013

Legal Domicile

Phone

6027474000

Tax Period

2023-01-01 to 2023-12-31

Banner-University Family Care, founded in 2013, is a large national nonprofit that reported $2.0B in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $1.9B left a modest 5% surplus.

Mission

MANAGE AND COORDINATE THE DELIVERY OF QUALITY HEALTH CARE SERVICES TO ENROLLEES UNDER A CONTRACT WITH THE ARIZONA HEALTH CARE COST CONTAINMENT SYSTEM IN ARIZONA.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,932,851,981

Investment Income $38,734,839

Other Revenue $0

TOTAL REVENUE $1,971,586,820

Expense Breakdown

Grants Paid $0

Salaries & Benefits $56,927,157

Fundraising Expenses $0

Program Expenses $1,680,607,802

Other Expenses $1,809,903,737

TOTAL EXPENSES $1,866,830,894

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,971,586,820	$1,802,728,081	+0.1%
Expenses	$1,866,830,894	$1,733,224,564	+0.1%
Net Income	$104,755,926	$69,503,517	+0.5%

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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

$7,452,959

Total Directors

$5,567,198

Key Employees

$3,427,326

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	DIRECTOR/DIVISION PRESIDENT	2.0	Officer Director	$0	$331,975	$1,455,961
N/A	DIRECTOR/CHAIRMAN (THRU 03/23)	2.0	Officer Director	$0	$11,219	$1,956,159
N/A	Director/Vice President/CEO	20.0	Officer Director	$0	$204,995	$1,036,412
N/A	DIRECTOR	2.0	Director	$0	$0	$0
N/A	DIRECTOR	2.0	Director	$0	$38,077	$631,897
N/A	DIRECTOR	2.0	Director	$0	$57,400	$486,769
N/A	DIRECTOR	2.0	Director	$0	$0	$0
N/A	Secretary/Assistant General Counsel	2.0	Officer	$0	$21,992	$272,806
N/A	TREASURER/VP FINANCE	20.0	Officer	$0	$211,199	$1,039,480
N/A	SECRETARY	2.0	Officer	$0	$604,280	$1,692,141
N/A	VICE PRESIDENT/CMO	20.0	Key Emp	$0	$171,058	$986,286
N/A	VICE PRESIDENT ASO ADMINISTRATOR	20.0	Key Emp	$0	$83,330	$516,662
N/A	Executive Director, IT INSURANCE DIVISION	20.0	Key Emp	$0	$15,365	$390,186
N/A	Executive Director, CFO Medicaid	20.0	Key Emp	$0	$23,329	$275,535
N/A	SENIOR DIRECTOR/CMO	20.0	Key Emp	$0	$36,042	$539,391
N/A	Executive Director, CFO Medicaid	20.0	Key Emp	$0	$20,134	$319,505
N/A	Executive Director, CHIEF ACTUARY	20.0	Key Emp	$0	$41,622	$399,761
N/A	MEDICAL DIRECTOR	20.0	Highest	$0	$18,856	$376,197
N/A	SENIOR DIRECTOR	20.0	Highest	$0	$42,099	$443,284
N/A	SENIOR MEDICAL DIRECTOR	20.0	Highest	$0	$9,997	$383,090
N/A	SENIOR DIRECTOR/CMO	20.0	Highest	$0	$18,484	$497,110

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	No data	No data	No data	No data
2023	$1,971,586,820	$1,866,830,894	$658,933,680	$104,755,926
2022	$1,802,728,081	$1,733,224,564	$888,861,967	$69,503,517
2021	$1,606,598,684	$1,540,786,421	$561,977,146	$65,812,263
2020	$1,422,835,077	$1,381,227,272	$396,749,791	$41,607,805
2019	$1,209,421,487	$1,213,328,249	$419,125,808	$-3,906,762
2018	$836,821,216	$848,015,665	$310,409,718	$-11,194,449

Banner-University Family Care