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Nonprofit · EIN 20-4862361

BANNER ALZHEIMERS FOUNDATION

Tax-exempt · PHOENIX, AZ 85012

Financials

$6.1M$6.2M2023$8.4M$7.1M2024
Revenue Expenses · by fiscal year end
Financials of BANNER ALZHEIMERS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$8,427,455$7,120,238$1,307,217$31,486,947$28,161$31,458,786
December 31, 2023990$6,055,981$6,247,332-$191,351$30,600,097$97,377$30,502,720
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$5,982,748
Program service revenue
$0
Investment income
$2,444,707
Net gain from sales of assets
$2,148,254
Other revenue
$0

Expenses

Grants and similar amounts paid
$7,119,620
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$7,119,620
Management and general (functional)
$618

Balance sheet and other

Total assets, start of year
$30,600,097
Total assets, end of year
$31,486,947
Total liabilities, end of year
$28,161
Net assets, end of year
$31,458,786
Publicly traded securities
$19,570,242
Net assets without donor restrictions
$26,023,013
Net assets with donor restrictions
$5,435,773
Gross receipts
$8,427,455
Employees
0
Volunteers
6
Year formed
2006
State of legal domicile
AZ

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
ANDREA PETERSENPRESIDENT/CEO
Trustee or director, Officer
5$0$909,654$71,807
JERRE STEADDIRECTOR/CHAIRMAN
Trustee or director, Officer
4$0$0$0
MICHAEL SKLARDIRECTOR/VICE CHAIRMAN/SECRETARY
Trustee or director, Officer
4$0$0$0
TOM TOOLEDIRECTOR/TREASURER
Trustee or director, Officer
4$0$0$0
DONNA WARFIELDDIRECTOR
Trustee or director
4$0$0$0
Heidi TEETSDIRECTOR
Trustee or director
4$0$0$0
JAY STEADDIRECTOR
Trustee or director
4$0$0$0
MARKUS REINHARDDIRECTOR
Trustee or director
4$0$0$0
MICHAEL ZUENDELDIRECTOR
Trustee or director
4$0$0$0
TOM STOCKYDIRECTOR
Trustee or director
4$0$0$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
ANDREA PETERSENPRESIDENT/CEO
Trustee or director, Officer
5$0$843,650$65,391
JERRE STEADDIRECTOR/CHAIRMAN
Trustee or director, Officer
4$0$0$0
MICHAEL SKLARDIRECTOR/VICE CHAIRMAN/SECRETARY
Trustee or director, Officer
4$0$0$0
TOM TOOLEDIRECTOR/TREASURER
Trustee or director, Officer
4$0$0$0
Heidi TEETSDIRECTOR
Trustee or director
4$0$0$0
JAY STEADDIRECTOR
Trustee or director
4$0$0$0
MARKUS REINHARDDIRECTOR
Trustee or director
4$0$0$0
TOM STOCKYDIRECTOR
Trustee or director
4$0$0$0

Address and contacts

Address (IRS master file)
2901 N CENTRAL AVE STE 160, PHOENIX, AZ 85012-2702
In care of
% PAUL NOLDE-MORRISSEY
Principal officer (990 for 2024)
ANDREA PETERSEN, 2901 N CENTRAL AVE 160, PHOENIX, AZ 85012
Signed the 990
ANDREA PETERSEN, PRESIDENT & CEO
Phone
(602) 747-4483
Return prepared by
ERNST & YOUNG US LLP

Mission

ESTABLISHED IN 2006, THE BANNER ALZHEIMER'S FOUNDATION (BAF) SECURES AND STEWARDS CHARITABLE GIFTS TO ADVANCE THE MISSION OF BANNER ALZHEIMER'S INSTITUTE (BAI), INCLUDING GROUNDBREAKING RESEARCH INITIATIVES AND PIONEERING PREVENTION STUDIES, FAMILY OUTREACH, COUNSELING, AND SUPPORT SERVICES.

990 for the year ended December 31, 2024

Program accomplishments

  • BAF IS A PHILANTHROPIC RESOURCE FOR BANNER ALZHEIMER'S INSTITUTE (BAI). BAI IS A DIVISION OF BANNER HEALTH, AN ARIZONA 501(C)(3) NONPROFIT CORPORATION. THE FOUNDATION IS DEDICATED TO SECURING CHARITABLE CONTRIBUTIONS IN SUPPORT OF BAI'S MISSION TO END ALZHEIMER'S DISEASE WITHOUT LOSING ANOTHER GENERATION AND TO SET A COMPREHENSIVE STANDARD OF CARE FOR PATIENTS AND FAMILIES.
    Expenses $7,119,620 · grants $7,119,620

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
20-4862361
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2006
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E112)
Assets (IRS master file)
$31,486,947
Income (IRS master file)
$8,427,455

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$8,427,455$7,120,238$31,486,947XML
990December 2023$6,055,981$6,247,332$30,600,097XML
990December 2022$2,089,381$9,791,838$29,692,618IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-4862361).

Questions about BANNER ALZHEIMERS FOUNDATION

What is the EIN of BANNER ALZHEIMERS FOUNDATION?
The employer identification number (EIN) of BANNER ALZHEIMERS FOUNDATION is 20-4862361.
Is BANNER ALZHEIMERS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to BANNER ALZHEIMERS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does BANNER ALZHEIMERS FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of BANNER ALZHEIMERS FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BANNER ALZHEIMERS FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of BANNER ALZHEIMERS FOUNDATION?
The 990 for the year ended December 31, 2024 names ANDREA PETERSEN.
Who are the officers and directors of BANNER ALZHEIMERS FOUNDATION?
The 990 for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
How much revenue does BANNER ALZHEIMERS FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $8,427,455, expenses of $7,120,238 and total assets of $31,486,947 at year end.

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