Nonprofit · EIN 46-3757358
BANNER-UNIVERSITY CARE ADVANTAGE
Tax-exempt · PHOENIX, AZ 85012
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $304,950,739 | $319,354,309 | -$14,403,570 | $87,306,264 | $81,700,307 | $5,605,957 |
| December 31, 2023 | 990 | $327,869,881 | $330,297,357 | -$2,427,476 | $92,979,184 | $84,074,763 | $8,904,421 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $301,178,222
- Investment income
- $3,772,517
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $13,621,940
- Salaries, compensation and benefits (total)
- $16,447,652
- Professional fundraising fees
- $0
- Occupancy
- $22,111
- Travel
- $485
- Depreciation
- $86,988
- Program services (functional)
- $278,162,305
- Management and general (functional)
- $41,192,004
Balance sheet and other
- Total assets, start of year
- $92,979,184
- Total assets, end of year
- $87,306,264
- Total liabilities, end of year
- $81,700,307
- Net assets, end of year
- $5,605,957
- Land, buildings and equipment
- $64,501
- Net assets without donor restrictions
- $5,605,957
- Gross receipts
- $304,950,739
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2013
- 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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEAN FITTERER LANCE | SECRETARY Officer | 2 | $0 | $1,956,173 | $969,950 |
| CHARLES LEHN | DIRECTOR/DIVISION PRESIDENT Trustee or director, Officer | 2 | $0 | $1,212,334 | $478,788 |
| JAMES STRINGHAM | Director/Vice President/CEO Trustee or director, Officer | 20 | $0 | $956,418 | $188,119 |
| DONNA SICKLER | TREASURER/VP FINANCE Officer | 20 | $0 | $885,261 | $174,371 |
| CLINTON CLARKE | VICE PRESIDENT/CMO Key employee | 20 | $0 | $896,716 | $139,926 |
| JOSEPH GREGORY MD | DIRECTOR Trustee or director | 2 | $0 | $628,570 | $62,006 |
| NATALYA FAYNBOYM | SENIOR DIRECTOR/CMO Highest-paid employee | 20 | $0 | $535,488 | $39,380 |
| JENNIFER BROOKS | VICE PRESIDENT ASO ADMINISTRATOR Key employee | 20 | $0 | $491,160 | $69,230 |
| SANDRA STEIN | SENIOR DIRECTOR/CMO Highest-paid employee | 20 | $0 | $521,148 | $20,561 |
| CORI NORGAARD | SENIOR DIRECTOR/CMO Highest-paid employee | 20 | $0 | $443,255 | $47,868 |
| MATT HALL | Executive Director, IT INSURANCE DIVISION Key employee | 20 | $0 | $391,029 | $38,029 |
| VICKI KNIGHT | SENIOR MEDICAL DIRECTOR/INSURANCE Highest-paid employee | 20 | $0 | $389,199 | $28,845 |
| MELISSA DUKE | Executive Director, STRATEGY Key employee | 40 | $0 | $376,297 | $32,407 |
| MICHAEL BROWN | SENIOR MEDICAL DIRECTOR/INSURANCE Highest-paid employee | 20 | $0 | $396,857 | $9,466 |
| ZACARY ATERS | Executive Director, CHIEF ACTUARY Key employee | 20 | $0 | $366,871 | $37,843 |
6 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ANN ELIZABETH MATHIAS | DIRECTOR Trustee or director | 2 | $0 | $359,457 | $39,879 |
| SUSAN BENEDETTI | Senior Director, CHSO PHSO Former | 0 | $0 | $323,082 | $33,263 |
| MIKE BRADY | Executive Director, CFO Medicaid Key employee | 20 | $0 | $296,716 | $26,814 |
| CRYSTAL WAITKUS | Secretary/Assistant General Counsel Officer | 2 | $0 | $269,326 | $24,083 |
| AARON JOEL SINYKIN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SHAE NAFAJI-PIPER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DENNIS LARAWAY | DIRECTOR/CHAIRMAN (THRU 03/23) Trustee or director, Officer | 2 | $0 | $1,944,940 | $11,219 |
| JEAN FITTERER LANCE | SECRETARY Officer | 2 | $0 | $1,087,861 | $604,280 |
| CHARLES LEHN | DIRECTOR/DIVISION PRESIDENT Trustee or director, Officer | 2 | $0 | $1,123,986 | $331,975 |
| DONNA SICKLER | TREASURER/VP FINANCE Officer | 20 | $0 | $828,281 | $211,199 |
| JAMES STRINGHAM | Director/Vice President/CEO Trustee or director, Officer | 20 | $0 | $831,417 | $204,995 |
| CLINTON CLARKE | VICE PRESIDENT/CMO Key employee | 20 | $0 | $815,228 | $171,058 |
| ANN ELIZABETH MATHIAS | DIRECTOR Trustee or director | 2 | $0 | $593,820 | $38,077 |
| NATALYA FAYNBOYM | SENIOR DIRECTOR/CMO Highest-paid employee | 20 | $0 | $503,349 | $36,042 |
| JENNIFER BROOKS | VICE PRESIDENT ASO ADMINISTRATOR Key employee | 20 | $0 | $433,332 | $83,330 |
| SANDRA STEIN | SENIOR DIRECTOR/CMO Highest-paid employee | 20 | $0 | $478,626 | $18,484 |
| JOSEPH GREGORY MD | DIRECTOR Trustee or director | 2 | $0 | $429,369 | $57,400 |
| CORI NORGAARD | SENIOR DIRECTOR/CMO Highest-paid employee | 20 | $0 | $401,185 | $42,099 |
| MELANIE FOX | SENIOR DIRECTOR/MEDICAL SALES Highest-paid employee | 40 | $0 | $398,278 | $10,930 |
| ZACARY ATERS | Executive Director, CHIEF ACTUARY Key employee | 20 | $0 | $358,139 | $41,622 |
| MATT HALL | Executive Director, IT INSURANCE DIVISION Key employee | 20 | $0 | $374,821 | $15,365 |
| MICHAEL BROWN | SENIOR MEDICAL DIRECTOR/INSURANCE Highest-paid employee | 20 | $0 | $373,093 | $9,997 |
| MELISSA DUKE | Executive Director, STRATEGY Key employee | 40 | $0 | $349,573 | $30,513 |
| ROBBIE AUBREY | Executive Director, CFO Medicaid Key employee | 20 | $0 | $299,371 | $20,134 |
| MIKE BRADY | Executive Director, CFO Medicaid Key employee | 20 | $0 | $252,206 | $23,329 |
| CRYSTAL WAITKUS | Secretary/Assistant General Counsel Officer | 2 | $0 | $250,814 | $21,992 |
| AARON JOEL SINYKIN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SHAE NAFAJI-PIPER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2901 N CENTRAL AVE STE 160, PHOENIX, AZ 85012-2702
- In care of
- % DAVID BIXBY
- Principal officer (990 for 2024)
- JAMES STRINGHAM, 2901 N CENTRAL AVE 160, PHOENIX, AZ 85012
- Signed the 990
- JAMES STRINGHAM, DIRECTOR/VICE PRESIDENT/CEO
- Phone
- (602) 747-4000
- Website
- WWW.BANNERUCA.COM
- Return prepared by
- ERNST & YOUNG US LLP
Mission
BANNER UNIVERSITY CARE ADVANTAGE ("CARE ADVANTAGE") SERVES A DIVERSE POPULATION AT ANY STAGE OF LIFE, CONCERNED FOR THE HEALTH AND WELLBEING OF THEIR FAMILIES, LOVED ONES, AND THEMSELVES. CARE ADVANTAGE CREATES THE BEST EXPERIENCE EVER THROUGH CARE AND COVERAGE.
Program accomplishments
- BANNER-UNIVERSITY ("CARE ADVANTAGE") HOLDS A CONTRACT WITH THE CENTERS FOR MEDICARE & MEDICAID SERVICES FOR THE OPERATION OF A MEDICARE ADVANTAGE PRESCRIPTION DRUG HEALTH PLAN. THE PLAN IS A QUALIFIED PLAN UNDER MEDICARE TO PROVIDE COVERAGE TO CERTAIN ENROLLEES WHO QUALIFY AS PART OF A SPECIAL NEEDS POPULATION, WHO ARE DUALLY ELIGIBLE FOR BOTH MEDICARE AND MEDICAID BENEFITS. CARE ADVANTAGE PROMOTES THE HEALTH OF THE COMMUNITY BY ENGAGING THE FOLLOWING: (1) THE PROVISION OF EDUCATION PROGRAMS REGARDING THE BENEFITS PROVIDED BY CARE ADVANTAGE TO ENROLLEES; (2) COUNSELING AND THE PROVISION OF ASSISTANCE TO ENROLLEES MAKING THE TRANSITION TO A NETWORK-BASED MANAGED CARE PLAN; (3) THE PROVISION OF PREVENTATIVE HEALTHCARE PROGRAMS FOR CARE ADVANTAGE ENROLLEES; (4) THE COORDINATION OF HEALTHCARE SERVICES AMONG PROVIDERS IN THE CARE ADVANTAGE PROVIDER NETWORK; AND (5) THE FACILITATION OF ACCESS TO THE CARE ADVANTAGE PROVIDER NETWORK. CARE ADVANTAGE HAS WORKED DILIGENTLY TO DEVELOP AND MAINTAIN A COMPREHENSIVE PROVIDER NETWORK WHICH PROVIDES A FOUNDATION THAT SUPPORTS BOTH INDIVIDUAL MEMBER NEEDS AS WELL AS CARE ADVANTAGE'S MEMBERSHIP IN ITS 10 COUNTY SERVICE AREAS. CARE ADVANTAGE CONTINUALLY STRIVES TO HAVE A HIGH-QUALITY CONTRACTED PROVIDER NETWORK THAT EXCEEDS ACCESSIBILITY REQUIREMENTS ISSUED BY REGULATORY AUTHORITIES, IS SERVICE FOCUSED, AND CULTURALLY DIVERSE IN ORDER TO MEET MEMBER NEEDS, BOTH IMMEDIATE AS WELL AS LONG RANGE. CARE ADVANTAGE MAINTAINS A FULLY STAFFED SERVICE CENTER THAT MEMBERS CAN ACCESS IN ORDER TO OBTAIN GUIDANCE ON ACCESSING NEEDED CARE. THE SERVICE CENTER CAN BE ACCESSED AT 877-874-3930. CARE ADVANTAGE CONTRACTS WITH BANNER HEALTH (BH) FOR BH TO PROVIDE PRIMARY HEALTH CARE SERVICES TO CARE ADVANTAGE'S ENROLLEES. BH PROVIDES ALMOST ALL OF THESE SERVICES AT ITS CLINICS THROUGH ITS EMPLOYED HEALTH CARE PROVIDERS. CARE ADVANTAGE ALSO CONTRACTS WITH INDEPENDENT PHYSICIANS ENGAGED IN THE PRIVATE PRACTICE OF MEDICINE TO PROVIDE PRIMARY AND SPECIALTY HEALTH CARE SERVICES TO CARE ADVANTAGE'S ENROLLEES AT THE PHYSICIANS' OWN FACILITIES ON A NON-EXCLUSIVE BASIS. IN ADDITION, CARE ADVANTAGE HAS NEGOTIATED WITH SEVERAL UNRELATED HOSPITALS TO PROVIDE INPATIENT AND OUTPATIENT HOSPITAL SERVICES TO CARE ADVANTAGE'S ENROLLEES. CARE ADVANTAGE ENSURES THAT ENROLLED BENEFICIARIES ARE ADEQUATELY INFORMED ABOUT THEIR HEALTH CARE BENEFITS, BY PROVIDING THEM WITH COUNSELING AND ASSISTANCE IN MAKING THE TRANSITION TO MANAGED CARE. CARE ADVANTAGE EDUCATES BENEFICIARIES REGARDING ACCESS TO HEALTH CARE, PROVIDING DIRECTION AS TO THE APPROPRIATE UTILIZATION OF HEALTH CARE FACILITIES AND ENCOURAGING THE USE OF PREVENTIVE HEALTH CARE MEASURES. CARE ADVANTAGE ALSO ENSURES THAT ENROLLED MEDICAID BENEFICIARIES OBTAIN APPROPRIATE HEALTH CARE BY ENSURING THAT PROVIDERS ARE AVAILABLE AND THAT SERVICES WILL BE PROVIDED IN A COORDINATED MANNER.Expenses $278,162,305 · revenue $301,178,222
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 46-3757358
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E21)
- Assets (IRS master file)
- $87,306,264
- Income (IRS master file)
- $304,950,739
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $304,950,739 | $319,354,309 | $87,306,264 | XML |
| 990 | December 2023 | $327,869,881 | $330,297,357 | $92,979,184 | XML |
| 990 | December 2022 | $308,611,711 | $329,507,370 | $128,924,977 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 46-3757358).
Questions about BANNER-UNIVERSITY CARE ADVANTAGE
- What is the EIN of BANNER-UNIVERSITY CARE ADVANTAGE?
- The employer identification number (EIN) of BANNER-UNIVERSITY CARE ADVANTAGE is 46-3757358.
- Is BANNER-UNIVERSITY CARE ADVANTAGE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to BANNER-UNIVERSITY CARE ADVANTAGE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BANNER-UNIVERSITY CARE ADVANTAGE 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-UNIVERSITY CARE ADVANTAGE 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-UNIVERSITY CARE ADVANTAGE 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-UNIVERSITY CARE ADVANTAGE?
- The 990 for the year ended December 31, 2024 names JAMES STRINGHAM.
- Who are the officers and directors of BANNER-UNIVERSITY CARE ADVANTAGE?
- The 990 for the year ended December 31, 2024 lists 21 people; 0 received compensation from the organization.
- How much revenue does BANNER-UNIVERSITY CARE ADVANTAGE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $304,950,739, expenses of $319,354,309 and total assets of $87,306,264 at year end.
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