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← FOUNDATION OF YUMA REGIONAL MEDICAL CENTER

Form 990 for tax year 2022

Filed by FOUNDATION OF YUMA REGIONAL MEDICAL CENTER.

Totals

Total revenue
$1,721,113
Total expenses
$1,180,051
Contributions and grants received
$777,750
Grants paid
$799,466
Program services expenses (Part IX)
$843,550
Management and general expenses
$318,555
Fundraising expenses
$17,946
Program service expenses (Part III)
$843,550

Program services were 71.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROBERT J TRENSCHEL DO MPH

    PRESIDENT/CEO YRMC/TRUSTEE

    Total calculated
    $1,784,957
    From this org
    $0
    From related orgs
    $1,437,731
    Other
    $347,226
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,112,519 related
    Bonus
    $0 + $319,729 related
    Other
    $0 + $5,483 related
    Deferred
    $0 + $325,146 related
    Nontaxable benefits
    $0 + $22,080 related
    Filer's total
    $0 + $1,784,957 related

  • ROBERT TAKESUYE DO

    TRUSTEE

    Total calculated
    $1,070,936
    From this org
    $0
    From related orgs
    $1,057,475
    Other
    $13,461
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $527,056 related
    Bonus
    $0 + $528,097 related
    Other
    $0 + $2,322 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $1,261 related
    Filer's total
    $0 + $1,070,936 related

  • DAVID WILLIE

    SVP/CFO YRMC/TRUSTEE (THRU 10/22)

    Total calculated
    $693,356
    From this org
    $0
    From related orgs
    $663,322
    Other
    $30,034
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $398,242 related
    Bonus
    $0 + $256,414 related
    Other
    $0 + $8,666 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $17,834 related
    Filer's total
    $0 + $693,356 related

  • MACHELE HEADINGTON

    EXECUTIVE DIRECTOR

    Total calculated
    $430,441
    From this org
    $0
    From related orgs
    $330,769
    Other
    $99,672
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $236,947 related
    Bonus
    $0 + $91,500 related
    Other
    $0 + $2,322 related
    Deferred
    $0 + $77,592 related
    Nontaxable benefits
    $0 + $22,080 related
    Filer's total
    $0 + $430,441 related

  • VERNON MOORE

    SVP/CFO YRMC/TRUSTEE

    Total calculated
    $380,237
    From this org
    $0
    From related orgs
    $303,988
    Other
    $76,249
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $225,709 related
    Bonus
    $0 + $75,475 related
    Other
    $0 + $2,804 related
    Deferred
    $0 + $75,882 related
    Nontaxable benefits
    $0 + $367 related
    Filer's total
    $0 + $380,237 related

  • JAMES ADAMSON

    SVP/GENERAL COUNSEL YRMC/TRUSTEE

    Total calculated
    $342,437
    From this org
    $0
    From related orgs
    $274,830
    Other
    $67,607
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $193,253 related
    Bonus
    $0 + $80,505 related
    Other
    $0 + $1,072 related
    Deferred
    $0 + $57,416 related
    Nontaxable benefits
    $0 + $10,191 related
    Filer's total
    $0 + $342,437 related

  • JACQUELINE WOODWELL

    DIRECTOR OF FOUNDATION (THRU 03/23)

    Total calculated
    $147,955
    From this org
    $143,550
    From related orgs
    $0
    Other
    $4,405
    Hours/week
    40

  • MIA SANCHEZ - INTERIM

    DIRECTOR/DONOR CARE SPECIALIST

    Total calculated
    $29,713
    From this org
    $0
    From related orgs
    $29,166
    Other
    $547
    Hours/week
    30

  • MARGIE DALLABETTA

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • SHELLEY MELLON

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    2

  • WENDY MCKAY

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    2

  • LINDA ELLIOTT-NELSON

    TRUSTEE (AS OF 09/23)

    Total calculated
    $0
    Hours/week
    2

  • STEVE LEGROS

    TRUSTEE (THRU 09/23)

    Total calculated
    $0
    Hours/week
    2

  • PAT MARTIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DORIE RUSH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JEFF TUTTLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • BRANDY WRIGHT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

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 — 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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)

PART I, LINE 3
THE COMPENSATION OF THE EXECUTIVE DIRECTOR OF THE FOUNDATION OF YUMA REGIONAL MEDICAL CENTER IS DETERMINED BY THE BOARD OF DIRECTORS OF A RELATED ORGANIZATION, YUMA REGIONAL MEDICAL CENTER. YUMA REGIONAL MEDICAL CENTER ALSO PAYS THE EXECUTIVE DIRECTOR'S COMPENSATION. THE AMOUNT PAID FOR CALENDAR YEAR 2022 WAS $172,716. THE POLICY IS AS FOLLOWS: THE BOARD OF YUMA REGIONAL MEDICAL CENTER HAS ADOPTED A COMPETITIVE PAY STRATEGY IN ORDER TO ATTRACT AND RETAIN QUALIFIED EXECUTIVES TO LEAD OUR ORGANIZATION AND TO FAIRLY COMPENSATE EXECUTIVES FOR ADVANCING THE MISSION OF YUMA REGIONAL MEDICAL CENTER. THE POLICY IS ALSO INTENDED TO ESTABLISH A FORMAL, CONSISTENT PROCESS FOR GOVERNING EXECUTIVE COMPENSATION DECISIONS. THIS PROCESS IS MEANT TO ESTABLISH A "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER IRC SECTION 4958. TO SECURE A LEGAL "REBUTTABLE PRESUMPTION OF REASONABLENESS" IN DETERMINING COMPENSATION OF THE CEO AND OTHER EXECUTIVES CONSIDERED DISQUALIFIED INDIVIDUALS, AN OUTSIDE CONSULTANT IS ENGAGED PERIODICALLY TO PROVIDE COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION IN SETTING UP TOTAL COMPENSATION PACKAGES INCLUDING AN INCENTIVE PAY PROGRAM KNOWN AS "PAY AT RISK AND EXECUTIVE RETIREMENT PROGRAMS.
PART I, LINES 4A-B
YUMA REGIONAL MEDICAL CENTER ESTABLISHED THE "CAPITAL ACCUMULATION AND RETENTION PLAN" AS A NON-QUALIFIED DEFERRED COMPENSATION PLAN AS DESCRIBED IN SECTION 457(F) OF THE CODE (INTERNAL REVENUE CODE OF 1986) APPROVED 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 TRANSACTIONS IN THE PLAN IN 2022: ROBERT J. TRENSCHEL - CONTRIBUTION OF $312,946 VERNON MOORE - CONTRIBUTION OF $66,054 MACHELE HEADINGTON - CONTRIBUTION OF $65,392 JAMES ADAMSON - CONTRIBUTION OF $56,701 SEVERANCE PAYMENTS WERE MADE IN CALENDAR YEAR 2022 TO THE FOLLOWING INDIVIDUALS: DAVID WILLIE - $256,414

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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
8 July 2024
IRS schema version
2022v5.0
Source object
202431979349302138

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