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Nonprofiteer
← YUMA REGIONAL MEDICAL CENTER

Form 990 for tax year 2023

Filed by YUMA REGIONAL MEDICAL CENTER.

Totals

Total revenue
$861,241,987
Total expenses
$812,033,163
Contributions and grants received
$2,143,994
Grants paid
$477,980
Program service revenue
$823,815,953
Investment income
$28,821,944
Other revenue
$6,460,096
Total assets, end of year
$1,456,238,423
Total liabilities, end of year
$431,670,067
Net assets or fund balances, end of year
$1,024,568,356
Program services expenses (Part IX)
$689,225,747
Management and general expenses
$122,807,416
Fundraising expenses
$0
Program service expenses (Part III)
$689,225,747

Program services were 84.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $313,763

  • 1e · Government grants (contributions)

    $1,754,729

  • 1f · All other contributions, gifts and grants

    $75,502

  • 2a · Program service revenue: PATIENT SERVICE REVENUE

    total $812,673,216 · related or exempt $812,673,216

  • 2b · Program service revenue: CONTRACT REVENUE

    total $1,239,447 · related or exempt $1,239,447

  • 2c · Program service revenue: INCOME FROM AFFLIATES

    total $5,368,898 · related or exempt $4,974,533 · unrelated business $394,365

  • 2d · Program service revenue: HEALTH EDUCATION

    total $3,684,518 · related or exempt $3,684,518

  • 2e · Program service revenue: RENT - AFFILIATES

    total $134,362 · related or exempt $134,362

  • 2f · All other program service revenue

    total $715,512 · related or exempt $715,512 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $16,432,353 · excluded $16,432,353

  • 6a · Gross rents

    real property $869,202

  • 6c · Rental income or loss

    real property $869,202 · personal property $0

  • 6d · Net rental income or loss

    total $869,202 · excluded $869,202

  • 7a · Gross sales of assets other than inventory

    securities $172,524,014 · other assets $0

  • 7b · Less cost or other basis and sales expenses

    securities $159,897,077 · other assets $237,346

  • 7c · Gain or loss

    securities $12,626,937 · other assets -$237,346

  • 7d · Net gain or loss

    total $12,389,591 · excluded $12,389,591

  • 10a · Gross sales of inventory

    $1,513,088

  • 10b · Cost of goods sold

    $385,747

  • 10c · Net income from sales of inventory

    total $1,127,341 · excluded $1,127,341

  • 11a · Other revenue: GAIN FROM EXTINGUISHMENT OF DEBT

    total $1,142,580 · excluded $1,142,580

  • 11b · Other revenue: RESEARCH TRIAL REVENUE

    total $439,805 · excluded $439,805

  • 11c · Other revenue: REBATES

    total $2,866,288 · excluded $2,866,288

  • 11d · All other revenue

    total $14,880 · related or exempt $0 · unrelated business $0 · excluded $14,880

  • 11e · Other revenue, total

    $4,463,553

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $477,980 · program services $477,980

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $7,083,588 · management and general $7,083,588

  • 6 · Compensation of disqualified persons

    total $201,742 · management and general $201,742

  • 7 · Other salaries and wages

    total $274,690,325 · program services $242,650,800 · management and general $32,039,525

  • 8 · Pension plan contributions

    total $11,101,753 · program services $9,718,136 · management and general $1,383,617

  • 9 · Other employee benefits

    total $42,589,110 · program services $37,332,063 · management and general $5,257,047

  • 10 · Payroll taxes

    total $17,658,824 · program services $15,485,350 · management and general $2,173,474

  • 11a · Fees: management

    total $2,514,060 · management and general $2,514,060

  • 11b · Fees: legal

    total $4,441,235 · management and general $4,441,235

  • 11c · Fees: accounting

    total $450,725 · management and general $450,725

  • 11d · Fees: lobbying

    total $29,075 · management and general $29,075

  • 11f · Fees: investment management

    total $3,843,914 · management and general $3,843,914

  • 11g · Fees: other

    total $160,695,634 · program services $130,453,880 · management and general $30,241,754 · fundraising $0

  • 12 · Advertising and promotion

    total $1,104,890 · management and general $1,104,890

  • 13 · Office expenses

    total $6,133,278 · program services $3,885,847 · management and general $2,247,431

  • 14 · Information technology

    total $16,946,136 · program services $13,258,266 · management and general $3,687,870

  • 16 · Occupancy

    total $18,527,801 · program services $14,495,724 · management and general $4,032,077

  • 17 · Travel

    total $6,936,329 · program services $5,426,824 · management and general $1,509,505

  • 19 · Conferences, conventions and meetings

    total $1,179,172 · management and general $1,179,172

  • 20 · Interest

    total $10,496,713 · program services $8,731,080 · management and general $1,765,633

  • 22 · Depreciation, depletion and amortization

    total $35,971,605 · program services $30,086,023 · management and general $5,885,582

  • 23 · Insurance

    total $3,014,277 · program services $2,358,301 · management and general $655,976

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $113,394,877 · program services $113,394,877

  • 24b · Other expenses: AHCCS FEES

    total $38,234,890 · program services $38,234,890

  • 24c · Other expenses: DUES/SUBCRIPTIONS/TAXES

    total $16,666,692 · program services $10,548,823 · management and general $6,117,869

  • 24d · Other expenses: REPAIRS AND MAINTENANCE

    total $7,402,387 · program services $4,689,913 · management and general $2,712,474

  • 24e · All other expenses

    total $10,246,151 · program services $7,996,970 · management and general $2,249,181 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $46,857,380 · end of year $61,815,924

  • 2 · Savings and temporary cash investments

    beginning of year $14,868,781 · end of year $81,147,059

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $145,775,481 · end of year $153,540,051

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $3,047,871

  • 8 · Inventories for sale or use

    beginning of year $13,955,839 · end of year $13,756,731

  • 9 · Prepaid expenses and deferred charges

    beginning of year $13,698,819 · end of year $13,290,799

  • 10a · Land, buildings and equipment: cost or other basis

    $1,001,045,234

  • 10b · Land, buildings and equipment: accumulated depreciation

    $542,323,619

  • 10c · Land, buildings and equipment, net

    beginning of year $416,328,596 · end of year $458,721,615

  • 11 · Investments: publicly traded securities

    beginning of year $521,335,470 · end of year $528,061,416

  • 12 · Investments: other securities

    beginning of year $33,594,620 · end of year $29,332,591

  • 13 · Investments: program-related

    beginning of year $27,021,623 · end of year $30,438,251

  • 14 · Intangible assets

    beginning of year $36,653,488 · end of year $36,327,873

  • 15 · Other assets

    beginning of year $37,169,982 · end of year $46,758,242

  • 17 · Accounts payable and accrued expenses

    beginning of year $83,550,696 · end of year $102,281,204

  • 19 · Deferred revenue

    beginning of year $1,256,347 · end of year $34,774,380

  • 20 · Tax-exempt bond liabilities

    beginning of year $175,359,061 · end of year $162,157,714

  • 22 · Loans and payables to officers and key people

    end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $34,020,087 · end of year $0

  • 25 · Other liabilities

    beginning of year $144,107,380 · end of year $132,456,769

  • 27 · Net assets without donor restrictions

    beginning of year $868,966,508 · end of year $1,024,568,356

Mission and programs · 2023

Mission

THE PURPOSE OF YUMA REGIONAL MEDICAL CENTER IS "BUILDING A HEALTHIER TOMORROW." WE ARE GUIDED BY THREE PILLARS: (1) PUTTING PATIENTS FIRST; (2) ROOTED IN THE COMMUNITY AND; (3) COMMITTED TO PROGRESS.

Activities or mission (Part I)

THROUGH PRUDENT USE OF RESOURCES, OUR 406-BED INPATIENT HOSPITAL, ALONG WITH NUMEROUS OUTPATIENT CLINICS, SERVES AS THE HEALTHCARE HUB FOR ALL OF YUMA COUNTY.

  • YUMA REGIONAL MEDICAL CENTER IS RECOGNIZED AS THE MODEL REGIONAL MEDICAL CENTER. WE WILL WORK COLLABORATIVELY TO EVOLVE THE BEST SYSTEM OF INTEGRATED HEALTHCARE IN OUR SERVICE AREA. BUILDING A HEALTHIER TOMORROW: OUR PILLARS: PUTTING PATIENTS FIRST, ROOTED IN COMMUNITY AND COMMITTED TO PROGRESS. OUR VALUES: BRING KINDNESS, ACHIEVE TOGETHER, ASPIRE FOR BETTER, DO THE RIGHT THING AND LEAD WITH OPTIMISM. OVERVIEW: YUMA REGIONAL MEDICAL CENTER SERVES THE COMMUNITY ACROSS MULTIPLE LOCATIONS INCLUDING; A 406 LICENSED BED GENERAL ACUTE CARE HOSPITAL THAT PROVIDES INPATIENT, OUTPATIENT, EMERGENCY ROOM AND OTHER ACUTE CARE AND HOSPITAL RELATED SERVICES TO THE PEOPLE OF YUMA, ARIZONA AND THE SURROUNDING COMMUNITIES. A 24-BED INPATIENT BEHAVIORAL HEALTH HOSPITAL, FREE STANDING EMERGENY DEPARTMENT IN THE FOOTHILLS AND SEVERAL CLINIC SITES ACROSS YUMA COUNTY. DELIVERING CARE WHERE PATIENTS LIVE, WORK AND PLAY. NOT-FOR-PROFIT COMMUNITY HOSPITAL AS A NOT-FOR-PROFIT COMMUNITY HOSPITAL, YUMA REGIONAL MEDICAL CENTER IS DEDICATED TO MEETING THE HEALTHCARE NEEDS OF THIS COMMUNITY TODAY, TOMORROW AND WELL INTO THE FUTURE. THROUGH THIS REPORT, YOU WILL LEARN ABOUT MANY SERVICES AND PROGRAMS THAT WE PROVIDE. THE YRMC TEAM CONSISTS OF OVER 3,000 EMPLOYEES, SOME 600 PHYSICIANS AND OVER 200 VOLUNTEERS. YRMC MAINTAINS THE HIGHEST STANDARDS FOR OUR MEDICAL STAFF TO HELP ENSURE YOU RECEIVE THE QUALITY CARE YOU EXPECT. MORE THAN 90 PERCENT OF THE PHYSICIANS PRACTICING AT YRMC ARE BOARD CERTIFIED/ELIGIBLE IN ONE OR MORE SPECIALTIES. WE PLEDGE TO SERVE AS AN ACTIVE COMMUNITY PARTNER WHILE CONTINUING OUR MISSION TO IMPROVE THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE. CHAIRMAN, YRMC BOARD OF DIRECTORS. THE BOARD OF YUMA REGIONAL MEDICAL CENTER IS COMPOSED OF AN ARRAY OF PROFESSIONALS WHO BRING THEIR SKILLS AND TALENTS TOGETHER TO WORK, WITHOUT PAY, SO THAT YOU CAN RECEIVE THE HIGHEST QUALITY OF MEDICAL CARE IN YOUR COMMUNITY. AS WE LOOK TO THE FUTURE, THE YRMC BOARD OF DIRECTORS HAS AGAIN SET THE BAR HIGH. IT IS OUR VISION TO WORK COLLABORATIVELY TO EVOLVE THE BEST SYSTEM OF COORDINATED HEALTH CARE IN OUR SERVICE AREA. AS A NON-PROFIT COMMUNITY HOSPITAL, WE REINVEST FUNDS REMAINING AT THE CLOSE OF THE YEAR INTO NEW SERVICES AND PROGRAMS FOR THE COMMUNITY. OUR STRATEGIES MOVING FORWARD INCLUDE: THE ONGOING IMPLEMENTATION OF AN ELECTRONIC HEALTH RECORD TO IMPROVE PATIENT SAFETY AND QUALITY; IMPROVING PATIENT ACCESS TO SERVICES THROUGH RECRUITMENT OF PHYSICIANS IN IDENTIFIED SHORTAGE AREAS; INVESTMENT IN NEW TECHNOLOGIES; REMAINING FINANCIALLY SOUND; AND PROVIDING THE HIGHEST STANDARD OF CARE AND PATIENT SAFETY. AS A NOT-FOR-PROFIT HOSPITAL, YRMC HAS NO SHAREHOLDERS. FINANCIAL STABILITY: A SOLID FUTURE AS A NOT-FOR-PROFIT HOSPITAL, YUMA REGIONAL MEDICAL CENTER RELIES ALMOST ENTIRELY ON PATIENT REVENUES FOR FUNDING. WE DO NOT RECEIVE LOCAL, STATE OR FEDERAL FUNDS THROUGH TAX LEVIES. THERE ARE NO OUT-OF-STATE CORPORATIONS OR PRIVATE SHAREHOLDERS INVOLVED WITH YRMC - ALL FUNDS REMAINING AT THE END OF THE YEAR ARE REINVESTED FOR THE PEOPLE AND COMMUNITIES WE SERVE. CHARITY CARE/FINANCIAL ASSISTANCE: AT YUMA REGIONAL MEDICAL CENTER, WE BELIEVE THAT ALL PEOPLE HAVE A RIGHT TO MEDICALLY NECESSARY HEALTH CARE AND EQUAL ACCESS TO DIAGNOSTIC AND THERAPEUTIC TREATMENT REGARDLESS OF FINANCIAL STATUS. ELIGIBILITY CRITERIA FOR CHARITY CARE OR DISCOUNTS ARE BASED ON A PERCENTAGE OF THE DEPARTMENT OF HEALTH AND HUMAN SERVICE'S ANNUAL "FEDERAL POVERTY GUIDELINES." ELIGIBILITY CRITERIA INCLUDES INDIVIDUAL OR FAMILY INCOME, INDIVIDUAL OR FAMILY NET WORTH, EMPLOYMENT STATUS, OTHER FINANCIAL OBLIGATIONS, AMOUNT AND FREQUENCY OF HEALTHCARE BILLS AND OTHER FINANCIAL RESOURCES AVAILABLE TO THE PATIENT. A COPY OF YRMC'S CHARITY CARE POLICY IS AVAILABLE ON THE WEBSITE https://www.onvidahealth.org/ NEONATAL CARE: IN FISCAL 2024, 348 OF OUR TINIEST PATIENTS WERE ADMITTED TO AND CARED FOR BY THE SPECIALLY TRAINED STAFF IN THE NEONATAL INTENSIVE CARE UNIT (NICU). YRMC'S NICU IS LICENSED TO CARE FOR INFANTS WHO HAVE ACHIEVED 28 WEEKS GESTATION AND OLDER. GESTATION FOR A FULL-TERM INFANT IS 40 WEEKS. INFANTS THAT ARE BORN AT YRMC AT LESS THAN 28 WEEKS ARE CARED FOR IN THE NICU UNTIL THEY ARE STABLE ENOUGH TO TRANSPORT. OUR YOUNGEST INFANTS HAVE BEEN 22 WEEKS. BY HAVING A NICU, FAMILIES ARE RELIEVED OF THE EXPENSE OF GOING OUT OF TOWN FOR EXTENDED PERIODS OF TIME TO BE NEAR THEIR SICK INFANT AND ARE ABLE TO HAVE A SUPPORT SYSTEM NEARBY. HEALTHCARE EDUCATION: YUMA REGIONAL MEDICAL CENTER IS COMMITTED TO THE EDUCATION OF HEALTHCARE PROFESSIONALS BY PROVIDING EXPANDED LEARNING OPPORTUNITIES. YRMC'S SUPPORT OF HEALTH EDUCATION AND ADVANCEMENT INCLUDES A SIGNIFICANT COMMITMENT TO NURSING EDUCATION THROUGH PARTNERSHIPS WITH LOCAL COMMUNITY COLLEGE ARIZONA WESTERN COLLEGE (AWC) AS WELL AS NORTHERN ARIZONA UNIVERSITY AND OTHERS. FROM OUR EDUCATION CENTER AND SIMULATION LAB TO CLINICAL ROTATIONS AND LEARNING IN THE INPATIENT AND OUTPATIENT SETTING, YRMC PROVIDES ONGOING SUPPORT FOR THE DEVELOPMENT OF NURSES. YRMC ALSO SERVES AS A PRIMARY PARTNER WITH AWC FOR A SUCCESSFUL RADIOLOGY TECH PROGRAM. CLINICAL INTERNSHIPS AND TEACHING FOR RADIOLOGY TECH STUDENTS PROVIDE BOTH INPATIENT AND OUTPATIENT INTERNSHIP OPPORTUNITIES FOR LOCAL STUDENTS. AWC MASSAGE THERAPY STUDENTS UTILIZE SPACE IN OUR OUTPATIENT CLINIC (AND CANCER CENTER) -- A PARTNERSHIP THAT INCLUDES THE ABILITY TO PROVIDE YRMC CANCER PATIENTS WITH MASSAGE THERAPY SERVICES AT NO COST. YRMC ALSO SUPPORTS A GROWING FAMILY MEDICINE RESIDENCY PROGRAM AS WELL AS ROTATIONS FOR OTHER MEDICAL SPECIALTIES INCLUDING SPORTS MEDICINE. OUR PHARMACY SERVES AS A CLINICAL SITE FOR INTERNS, A PROGRAM THAT CONTINUES TO SUPPORT THE EXPANDED NEED FOR TRAINED PHARMACISTS, SOCIAL WORKERS AND CLINICAL PASTORAL EDUCATION (HOSPITAL CHAPLAIN RESIDENTS). TRAINING TOMORROW'S NURSES: AT THE YUMA REGIONAL EDUCATION CENTER, NURSING STUDENTS FROM NORTHERN ARIZONA UNIVERSITY - YUMA APPLY CLASSROOM LESSONS IN A SETTING THAT MIRRORS A HOSPITAL ENVIRONMENT. STUDENTS WORK IN A SKILLS LAB THAT HAS ADULT, CHILD AND INFANT VITALSIMS - THESE ARE MANNEQUINS PRE-PROGRAMMED WITH HEART RHYTHMS, LUNG AND BOWEL SOUNDS AND EVEN VOICES. IN A WORKSHOP OUTFITTED WITH MORE ADVANCED MANNEQUINS, CALLED SIMSMAN AND SIMSBABY, AN OBSERVING INSTRUCTOR CONTROLS THE PHYSICAL TRAITS OF THE SIMULATED PATIENT IN RESPONSE TO THE NURSE'S CARE DURING FULL LIFELIKE SCENARIOS. "THE GOAL OF OUR EDUCATION CENTER IS TO PROVIDE AS MANY RESOURCES AS POSSIBLE TO HELP NURSING STUDENTS AND EMPLOYEES GROW IN KNOWLEDGE AND SKILL," SAYS A CLINICAL LAB SPECIALIST AT YUMA REGIONAL MEDICAL CENTER. "WE FEEL IT'S AN ESSENTIAL COMPONENT IN PROVIDING EXCELLENT PATIENT CARE." PALLIATIVE CARE: AT TIMES WHEN ACUTE MEDICAL CARE IS NO LONGER EFFECTIVE IN ADDRESSING A PATIENT'S ILLNESS, PATIENTS NEED A TEAM OF NURSES, SOCIAL WORKERS, CHAPLAINS AND PHYSICIANS TO HELP PATIENTS AND THEIR FAMILIES WITH PALLIATIVE CARE SERVICES WHICH HELP PEOPLE WORK THROUGH THE PHYSICAL, EMOTIONAL AND SPIRITUAL CONCERNS OF SERIOUS, PROGRESSIVE ILLNESSES. THE GOALS ARE TO HELP PEOPLE HAVE THE BEST POSSIBLE QUALITY OF LIFE AND TO BE ALLOWED TO DIE WITH DIGNITY. TREATMENTS AND TECHNIQUES FOCUS ON IMPROVING THE QUALITY OF LIFE OF PATIENTS WITH ILLNESSES SUCH AS CANCER, HEART FAILURE AND CHRONIC OBSTRUCTIVE PULMONARY DISEASE. PAIN MANAGEMENT PLAYS A KEY ROLE IN PALLIATIVE CARE. PALLIATIVE CARE HELPS PATIENTS UNDERSTAND THE NATURE OF THEIR ILLNESS AND TO MAKE TIMELY, INFORMED DECISIONS ABOUT THEIR LIVES. CLINICAL PASTORAL EDUCATION PROGRAM: THE CLINICAL PASTORAL EDUCATION (CPE) PROGRAM AT YUMA REGIONAL MEDICAL CENTER TRAINS CLERGY OF ALL FAITHS TO PROVIDE HEALING, COMFORT AND SUPPORT TO PATIENTS AND THEIR FAMILIES DURING THEIR HOSPITAL EXPERIENCE. YRMC OFFERS LEVEL 1, LEVEL 2 AND SUPERVISORY CPE. THE CPE PROGRAM IS ACCREDITED BY THE ASSOCIATION FOR CLINICAL PASTORAL EDUCATION. RECOGNIZED FOR ITS EXCEPTIONALLY HIGH STANDARDS, THE YEAR-LONG RESIDENCY PROGRAM AT YRMC OFFERS A STIMULATING LEARNING ENVIRONMENT THAT ENCOURAGES BOTH PERSONAL AND PROFESSIONAL GROWTH. STUDENTS LEARN HOW TO PROVIDE EMOTIONAL AND SPIRITUAL SUPPORT TO INDIVIDUALS OF ALL FAITHS AND BELIEFS TO HELP EMPOWER THEM IN THEIR HEALTHCARE EXPERIENCE. STUDENTS MAY EXPERIENCE A WIDE RANGE OF UNIQUE OPPORTUNITIES TO PRACTICE CHAPLAINCY WITHIN A CLINICAL TEAM ENVIRONMENT, SUCH AS WORKING WITH TRAUMA SITUATIONS AND END-OF-LIFE ISSUES AND CELEBRATING BIRTHS. RESIDENTS BECOME EXPERT IN ACTIVE LISTENING SKILLS, ORGAN AND TISSUE DONATION AND ADVANCE DIRECTIVES. YRMC TYPICALLY OFFERS FIVE CHAPLAINCY RESIDENCIES PER YEAR. ENSURING THE HEALTH NEEDS OF TOMORROW: YRMC LEADERS AND RESIDENTS PROVIDING MENTORING AND SUPPORT TO HIGH SCHOOL STUDENTS THROUGH THE UNIQUELY DESIGNED 'MENTOR ME MD". RESIDENTS AND LEADERS TEACH AND MENTOR YOUNG STUDENTS WHO HAVE INTEREST IN PURSUING MEDICINE. THE PROGRAM OFFERS A VARIETY OF HANDS-ON LEARNING, MENTORING AND SUPPORT.

    Expenses $689,225,747 · Grants $477,980 · Revenue $823,421,588

As filed on the 2023 return.

Listed in Part VII

  • John Sternitzke

    Board Chair

    Total calculated
    $0
    Hours/week
    8 + 1 related

  • Lora Dana

    Board Secretary/Treasurer

    Total calculated
    $0
    Hours/week
    6 + 1 related

  • Louie Gradias

    Board Vice Chair

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • Robert Trenschel DO

    President/CEO, Director

    Total calculated
    $1,864,378
    From this org
    $1,505,698
    From related orgs
    $0
    Other
    $358,680
    Hours/week
    40 + 3 related

    Schedule J breakdown matched by us

    Base
    $1,254,670
    Bonus
    $245,088
    Other
    $5,940
    Deferred
    $335,218
    Nontaxable benefits
    $23,462
    Filer's total
    $1,864,378

  • Andres Salcido

    Board Member

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • Ashvin Shah MD

    Board Member, Physician Pulmonology

    Total calculated
    $101,839
    From this org
    $101,839
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 1 related

  • Claudia Dima MD

    Board Member, Physician Cardiology

    Total calculated
    $70,700
    From this org
    $70,700
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 1 related

  • Fred Earle

    Board Member

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • Steve Legros

    Board Member

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • Woody Martin

    Board Member

    Total calculated
    $0
    Hours/week
    5 + 3 related

  • Vernon Moore III

    SVP & Chief Financial Officer

    Total calculated
    $768,478
    From this org
    $623,679
    From related orgs
    $0
    Other
    $144,799
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $479,356
    Bonus
    $115,329
    Other
    $28,994
    Deferred
    $125,922
    Nontaxable benefits
    $18,877
    Filer's total
    $768,478

  • Deborah Aders RN MS CIC

    SVP & Chief Nursing Officer

    Total calculated
    $604,512
    From this org
    $581,337
    From related orgs
    $0
    Other
    $23,175
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $476,542
    Bonus
    $91,260
    Other
    $13,535
    Deferred
    $13,200
    Nontaxable benefits
    $9,975
    Filer's total
    $604,512

  • Dr Bharat Magu

    SVP & Chief Medical Officer

    Total calculated
    $806,145
    From this org
    $676,478
    From related orgs
    $0
    Other
    $129,667
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $535,856
    Bonus
    $120,510
    Other
    $20,112
    Deferred
    $121,778
    Nontaxable benefits
    $7,889
    Filer's total
    $806,145

  • Fred Peet

    SVP & Chief Informational Officer

    Total calculated
    $584,452
    From this org
    $472,155
    From related orgs
    $0
    Other
    $112,297
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $375,330
    Bonus
    $87,750
    Other
    $9,075
    Deferred
    $93,420
    Nontaxable benefits
    $18,877
    Filer's total
    $584,452

  • James Adamson

    SVP & General Counsel

    Total calculated
    $679,048
    From this org
    $548,249
    From related orgs
    $0
    Other
    $130,799
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $444,105
    Bonus
    $101,250
    Other
    $2,894
    Deferred
    $107,337
    Nontaxable benefits
    $23,462
    Filer's total
    $679,048

  • Joan Cox

    SVP & Chief Experience Officer

    Total calculated
    $496,086
    From this org
    $401,931
    From related orgs
    $0
    Other
    $94,155
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $304,233
    Bonus
    $74,844
    Other
    $22,854
    Deferred
    $92,927
    Nontaxable benefits
    $1,228
    Filer's total
    $496,086

  • Machele Headington

    SVP Marketing & Communications

    Total calculated
    $635,588
    From this org
    $386,440
    From related orgs
    $0
    Other
    $249,148
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $312,560
    Bonus
    $71,370
    Other
    $2,510
    Deferred
    $225,686
    Nontaxable benefits
    $23,462
    Filer's total
    $635,588

  • Matthew McElrath

    SVP & Chief Human Resource Officer

    Total calculated
    $665,256
    From this org
    $522,904
    From related orgs
    $0
    Other
    $142,352
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $432,477
    Bonus
    $86,275
    Other
    $4,152
    Deferred
    $111,823
    Nontaxable benefits
    $30,529
    Filer's total
    $665,256

  • Trudie Milner

    SVP & Chief Operating Officer

    Total calculated
    $762,865
    From this org
    $542,706
    From related orgs
    $0
    Other
    $220,159
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $447,688
    Bonus
    $87,360
    Other
    $7,658
    Deferred
    $212,132
    Nontaxable benefits
    $8,027
    Filer's total
    $762,865

  • David Caropreso

    Physician Urology

    Total calculated
    $1,262,694
    From this org
    $1,239,519
    From related orgs
    $0
    Other
    $23,175
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $430,850
    Bonus
    $806,845
    Other
    $1,824
    Deferred
    $13,200
    Nontaxable benefits
    $9,975
    Filer's total
    $1,262,694

  • Harvey Wilds

    Physician Radiation Oncologist

    Total calculated
    $1,394,015
    From this org
    $1,379,437
    From related orgs
    $0
    Other
    $14,578
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $530,858
    Bonus
    $845,457
    Other
    $3,122
    Deferred
    $13,200
    Nontaxable benefits
    $1,378
    Filer's total
    $1,394,015

  • Michael Tracy

    Physician Orthopedic Surgeon

    Total calculated
    $1,166,470
    From this org
    $1,134,334
    From related orgs
    $0
    Other
    $32,136
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $876,748
    Bonus
    $252,289
    Other
    $5,297
    Deferred
    $13,200
    Nontaxable benefits
    $18,936
    Filer's total
    $1,166,470

  • Robert Takesuye

    Physician Radiation Oncologist

    Total calculated
    $1,105,424
    From this org
    $1,090,846
    From related orgs
    $0
    Other
    $14,578
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $502,875
    Bonus
    $582,272
    Other
    $5,699
    Deferred
    $13,200
    Nontaxable benefits
    $1,378
    Filer's total
    $1,105,424

  • Simon Lavotshkin

    General Surgeon

    Total calculated
    $1,700,073
    From this org
    $1,663,077
    From related orgs
    $0
    Other
    $36,996
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $470,833
    Bonus
    $1,191,481
    Other
    $763
    Deferred
    $13,200
    Nontaxable benefits
    $23,796
    Filer's total
    $1,700,073

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Travel for companions
  • 1a · Discretionary spending account
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a Travel for companions
TRAVEL FOR COMPANIONS IS AVAILABLE TO BOARD MEMBERS AND IS TREATED AS TAXABLE COMPENSATION.
Schedule J, Part I, Line 1a Discretionary spending account
THE PRESIDENT/CEO IS PROVIDED A MONTHLY PERQ ALLOWANCE WHICH IS TREATED AS TAXABLE COMPENSATION.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
YUMA REGIONAL MEDICAL CENTER ESTABLISHED THE "CAPITAL ACCUMULATION AND IN SECTION 457(F) OF THE CODE (INTERNAL REVENUE CODE OF 1986) AS APPROVED RETENTION PLAN" AS A NON-QUALIFIED DEFERRED COMPENSATION PLAN AS DESCRIBED BY THE BOARD OF DIRECTORS. THE PURPOSE OF THIS PLAN IS TO PROVIDE CERTAIN SUPPLEMENTAL RETIREMENT BENEFITS TO ELIGIBLE EXECUTIVES. THE BOARD MAY ONLY DESIGNATE PARTICIPANTS FROM AMONG THOSE EMPLOYEES WHO ARE PART OF A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES. YRMC WILL ESTABLISH AN INITIAL VESTING DATE FOR EACH PARTICIPANT AND, WITHIN THE BOARD'S DISCRETION, MAY OFFER TO EXTEND A PARTICIPANT'S VESTING DATE MEETING SPECIFIC CRITERIA AS SET FORTH WITHIN THE PLAN DOCUMENT. THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE PLAN AND HAD CONTRIBUTIONS TO THE PLAN IN CALENDAR YEAR 2023: JAMES ADAMSON - $94,137 MACHELE HEADINGTON - $212,486 BHARAT MAGU - $108,578 MATTHEW MCELRATH - $98,623 TRUDIE MILNER - $198,932 VERNON MOORE - $112,722 FRED PEET - $80,040 ROBERT J. TRENSCHEL - $322,018 JOAN COX $83,358 THERE WERE NO WITHDRAWALS FROM THE PLAN IN CALENDAR YEAR 2023.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • SOUTHWEST HEALTH COLLABORATIVE LLC

    HEALTHCARE · AZ · income $14,880 · assets $0

    Directly controlled by YUMA REGIONAL MEDICAL CENTER

  • YUMA REGIONAL HEALTH SYSTEM INSURANCE LLC

    HEALTHCARE · AZ · income $7,438,520 · assets $3,170,212

    Directly controlled by YUMA REGIONAL MEDICAL CENTER

  • WORLD CLASS IMAGING LLC

    INACTIVE · AZ · income $0 · assets $0

    Directly controlled by YUMA REGIONAL MEDICAL CENTER

Provenance

Return type
form_990
Tax year
2023
Filed
15 August 2025
IRS schema version
2023v6.0
Source object
202522279349303112

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.