Form 990 for tax year 2023

Filed by SOUTHWEST HEALTH.

Totals

Total revenue: $176,671
Total expenses: $21,500
Contributions and grants received: $0
Grants paid: $0
Program service revenue: $176,671
Investment income: $0
Other revenue: $0
Total assets, end of year: $585,170
Total liabilities, end of year: $2,101,309
Net assets or fund balances, end of year: -$1,516,139
Program services expenses (Part IX): $21,500
Management and general expenses: $0
Fundraising expenses: $0
Program service expenses (Part III): $21,500

Program services were 100.0% 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.

2a · Program service revenue: PROGRAM SERVICE REVENUE

total $176,671 · related or exempt $176,671
2f · All other program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
6c · Rental income or loss

real property $0 · personal property $0
7c · Gain or loss

securities $0 · other assets $0
11d · All other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11e · Other revenue, total

$0

Functional expenses

Part IX, the statement of functional expenses.

11g · Fees: other

total $0 · program services $0 · management and general $0 · fundraising $0
12 · Advertising and promotion

total $21,500 · program services $21,500
24e · All other expenses

total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $0 · end of year $585,170
5 · Loans and receivables from officers and key people

end of year $0
6 · Loans and receivables from disqualified persons

end of year $0
10a · Land, buildings and equipment: cost or other basis

$0
10b · Land, buildings and equipment: accumulated depreciation

$0
10c · Land, buildings and equipment, net

end of year $0
12 · Investments: other securities

beginning of year $0
13 · Investments: program-related

beginning of year $0
15 · Other assets

beginning of year $0 · end of year $0
22 · Loans and payables to officers and key people

end of year $0
25 · Other liabilities

beginning of year $0 · end of year $2,101,309
27 · Net assets without donor restrictions

beginning of year $0 · end of year -$1,516,139

Mission and programs · 2023

Mission

Southwest Health's mission is to support Yuma Regional Medical Center in fulfilling its purpose of building a healthier tomorrow.

Activities or mission (Part I)

THE ORGANIZATION EXISTS TO SUPPORT THE HEALTH CARE PROGRAMS AND ACTIVITIES OF ONVIDA HEALTH YUMA MEDICAL CENTER.

SOUTHWEST HEALTH (SW) SUPPORTS AND BENEFITS ITS SUPPORTED ORGANIZATION, YUMA REGIONAL MEDICAL CENTER (YRMC) D/B/A ONVIDA HEALTH YUMA MEDICAL CENTER, BY OVERSEEING YRMC'S FINANCES AND FINANCIAL REPORTING OBLIGATIONS, ESTABLISHING PHYSICIAN COMPENSATION, AND PROVIDING GENERAL ADMINISTRATIVE SUPPORT INCLUDING LEGAL, HUMAN RESOURCES, AND INFORMATION TECHNOLOGY SERVICES.

Expenses $21,500 · Revenue $176,671

As filed on the 2023 return.

Listed in Part VII

John Sternitzke

Board Chair

Total calculated

$0

Hours/week

1 + 8 related
Louie Gradias

Board Vice Chair

Total calculated

$0

Hours/week

1 + 5 related
Robert Trenschel DO

Director, President

Total calculated

$1,864,378

From this org

$0

From related orgs

$1,505,698

Other

$358,680

Hours/week

1 + 42 related

Schedule J breakdown matched by us

Base

$0 + $1,254,670 related

Bonus

$0 + $245,088 related

Other

$0 + $5,940 related

Deferred

$0 + $335,218 related

Nontaxable benefits

$0 + $23,462 related

Filer's total

$0 + $1,864,378 related
Andres Salcido

Director

Total calculated

$0

Hours/week

1 + 5 related
Ashvin Shah MD

Director, Physician Pulmonology

Total calculated

$101,839

From this org

$0

From related orgs

$101,839

Other

$0

Hours/week

1 + 5 related
Claudia Dima MD

Director, Physician Cardiology

Total calculated

$70,700

From this org

$0

From related orgs

$70,700

Other

$0

Hours/week

1 + 5 related
Fred Earle

Director

Total calculated

$0

Hours/week

1 + 5 related
Lora Dana

Director

Total calculated

$0

Hours/week

1 + 6 related
Steve Legros

Director

Total calculated

$0

Hours/week

1 + 5 related
Woody Martin

Director

Total calculated

$0

Hours/week

1 + 7 related
James Adamson

Secretary

Total calculated

$679,048

From this org

$0

From related orgs

$548,249

Other

$130,799

Hours/week

1 + 41 related

Schedule J breakdown matched by us

Base

$0 + $444,105 related

Bonus

$0 + $101,250 related

Other

$0 + $2,894 related

Deferred

$0 + $107,337 related

Nontaxable benefits

$0 + $23,462 related

Filer's total

$0 + $679,048 related
Vernon Moore III

Treasurer

Total calculated

$768,478

From this org

$0

From related orgs

$623,679

Other

$144,799

Hours/week

1 + 41 related

Schedule J breakdown matched by us

Base

$0 + $479,356 related

Bonus

$0 + $115,329 related

Other

$0 + $28,994 related

Deferred

$0 + $125,922 related

Nontaxable benefits

$0 + $18,877 related

Filer's total

$0 + $768,478 related

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

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 3 Arrangement used to establish the top management official's compensation: COMPENSATION FOR THE PRESIDENT OF THE ORGANIZATION WAS DETERMINED BY A RELATED ORGANIZATION, WHO USED THE FOLLOWING METHODS TO MAKE THEIR DETERMINATION: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan: YUMA REGIONAL MEDICAL CENTER, A RELATED ORGANIZATION, 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: ROBERT J. TRENSCHEL - $322,018 VERNON MOORE - $112,722 JAMES ADAMSON - $94,137 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

No itemized grants to organizations 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.

YUMA REGIONAL MEDICAL CENTER

501(c)(3) · HOSPITAL · AZ · controlled entity

Directly controlled by SOUTHWEST HEALTH
FOUNDATION OF YUMA REGIONAL MEDICAL CENTER

501(c)(3) · SUPPORTING ORGANIZATION · AZ

Directly controlled by YUMA REGIONAL MEDICAL CENTER

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

CLINICAL INTEGRATED NETWORK · AZ · income $176,671 · assets $585,170

Directly controlled by SOUTHWEST HEALTH
YRMC PROFESSIONAL SERVICES GROUP LLC

PHYSICIANS · AZ · income $0 · assets $0

Directly controlled by SOUTHWEST HEALTH
PARKER PROFESSIONAL SERVICES LLC

PHYSICIANS · AZ · income $0 · assets $0

Directly controlled by SOUTHWEST HEALTH
YUMA IMAGING ASSOCIATES LLC

IMAGING CENTER · AZ · income $0 · assets $0

Directly controlled by SOUTHWEST HEALTH
YUMA REGIONAL CANCER CENTER LLC

CANCER CENTER · AZ · income $0 · assets $0

Directly controlled by SOUTHWEST HEALTH
YUMA REGIONAL OUTPATIENT SURGICAL CENTER LLC

SURGERY CENTER · AZ · income $0 · assets $0

Directly controlled by SOUTHWEST HEALTH

Provenance

Return type: form_990
Tax year: 2023
Filed: 15 August 2025
IRS schema version: 2023v6.0
Source object: 202542279349302884

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