Banner – University Family Care

What it reported doing in 2024

Banner University Family Care ("BUFC") COORDINATES THE DELIVERY OF HEALTH CARE TO ENROLLEES UNDER A CONTRACT WITH THE ARIZONA HEALTH CARE COST CONTAINMENT SYSTEM (AHCCS), Arizona's Medicaid program. BUFC coordinates care between providers and acts to improve healthcare outcomes for members in an integrated fashion. BUFC's programs are developed to help improve the health and care of members and communities. This is accomplished through the provision of high-quality, coordinated services and the continual evaluation of programs. BUFC offers programs that provide support to both health plan members and the communities served, efforts driven by our mission, which is to make health care easier, so life can be better. Focusing on both physical and mental health needs, integrated Clinics treat physical health and behavioral health all in one place. These clinics: - Focus on Whole Person care - Treat both physical health and emotional health needs - Allow cross providers communication - Provide different health and social services in one place Our service areas include these counties in Arizona: - Central Region - Gila, Maricopa, Pinal - Southern Region - Cochise, Graham, Greenlee, La Paz, Pima, Santa Cruz, Yuma To help us fulfill our mission to make health care easier, so life can be better, BUFC Community Reinvestment Program provides philanthropic support to community-based organizations to improve access to both high-quality health care and community-based services which address the health-related social needs. BUFC is Arizona's only non-profit and locally based Medicaid plan and is committed to giving back through the community reinvestment program known as Banner has HEART. Since its inception in 2020, Banner has HEART funded 200+ programs and invested $22M into the communities we serve, providing essential support and building trust to those in greatest need. In 2024, BUFC received 147 applications and funded 61 programs aimed at addressing health-related social needs with an emphasis on helping to reduce barriers vulnerable communities face in maintaining their highest level of health. The funding is distributed to community organizations actively working to address vital community obstacles such as: access to care, basic needs, emergency assistance, food insecurity, housing, social support to combat isolation, workforce development and employment as well as youth and family services. Community Reinvestments: - Foundation for Senior Living - delivers thousands of meals to those in the Phoenix metropolitan area - Hushabye Nursery - provides resources for families and children experiencing neonatal opioid withdrawal syndrome - Emerge! Center - provides shelter for nearly 5,000 people experiencing domestic abuse - Pima Council on Aging - provides essential resources, including transportation for 3,000+ people - Ronal McDonal House Charities - provides housing for 1000! Families in need of housing during their children's medical treatment

Financial Efficiency

• Mission deployment rate: 88%; rating input score 88
• Program expense ratio: 90.5%; rating input score 91
• Fundraising efficiency: Limited

Transparency & Controls

• Consistency checks: 92.3%; rating input score 92; 12th percentile among comparable filings
• Pay-setting controls: 1 of 6 controls in place; rating input score 17
  • Compensation committee: Missing
  • Independent consultant: Missing
  • Other Form 990s reviewed: Missing
  • Written employment contract: Missing
  • Compensation survey or study: Missing
  • Board or committee approval: Pass
• Foreign activity oversight: Limited
• Grant itemization coverage: Limited
• Major donor itemization: Limited
• Related-party transparency: Limited

Accountability

• Independent voting board: 33.3%; rating input score 33; 10th percentile among comparable filings
• Governance controls: 6 of 9 controls in place; rating input score 67
  • Conflict-of-interest policy: Pass
  • Whistleblower policy: Pass
  • Document-retention policy: Pass
  • CEO compensation review process: Fail
  • Other executive compensation review process: Fail
  • Form 990 shared with the board: Fail
  • Board meeting minutes documented: Pass
  • Audit committee oversight: Pass
  • Independent financial-statement audit: Pass

Sustainability

• Operating margin: 3.1%; rating input score 48; 48th percentile among comparable filings
• Total-asset coverage ratio: 0.28; rating input score 9; 9th percentile among comparable filings
• Liabilities to assets ratio: 0.58; rating input score 30; 30th percentile among comparable filings
• Officer compensation ratio: 0.1%; rating input score 92; 92nd percentile among comparable filings

Growth

• Program expense growth: 10.6% per year; rating input score 100; 76th percentile among comparable filings
• Revenue growth: 12.3% per year; rating input score 100; 83rd percentile among comparable filings
• Asset growth: 10.9% per year; rating input score 100; 74th percentile among comparable filings