2025-08-15T12:59:45+00:00 2024-09-30 440160260 Forvis Mazars LLP 211 N Broadway Suite 600 St Louis MO 631022733 990 2023-10-01 510179146 Foundation of Yuma Regional Medical Center FOUN 9283367045 2400 S Avenue A Yuma AZ 85364 Russel Williams EXECUTIVE DIRECTOR 3283367045 2025-08-15 true Kristen Hankins P01256574 3142315544 2025-08-15 2023 2025-03-06 01:10:19Z Russell Williams 2400 S Avenue A Yuma AZ 85364 11061033 false X HTTPS://WWW.ONVIDAHEALTH.ORG/FOUNDATION-OF-ONVIDA-HEALTH/ X 1976 AZ THE MISSION OF THE FOUNDATION OF YUMA REGIONAL MEDICAL CENTER IS TO SUPPORT A HEALTHIER COMMUNITY 14 8 4 60 0 0 777750 1213319 0 0 901619 955117 41744 -325370 1721113 1843066 799466 590629 0 0 191314 180588 0 0 78765 189271 365224 1180051 1136441 541062 706625 20392284 23993468 6762 6762 20385522 23986706 X THE MISSION OF THE FOUNDATION OF YUMA REGIONAL MEDICAL CENTER IS TO SUPPORT A HEALTHY COMMUNITY THROUGH PHILANTHROPY. false false 237465 168000 The Foundation supports Onvida Health Yuma Medical Center's patient care and programs through a variety of initiatives. Cancer remains one of the most pressing health challenges of our time, affecting millions of lives worldwide. Our Cancer Fund is dedicated to supporting groundbreaking research, innovative treatments, and comprehensive care initiatives aimed at combating this devastating disease. From funding cutting-edge research projects to providing essential resources for cancer patients and their families, this fund plays a vital role in advancing the fight against cancer and improving outcomes for individuals affected by this illness. In FY24 we distributed over $148,000 in support of cancer research, education, and patient financial assistance. 180750 180750 The Medical Education & Scholarships Fund is dedicated to nurturing the next generation of healthcare professionals. By providing financial assistance to promising students and staff, we hope to cultivate a robust healthcare career pipeline. In addition, we aim to assist students in overcoming financial barriers and improve their access quality education. This year the Foundation distributed 33 scholarships. 177600 177600 Our Pediatric Oncology Support Fund is designed to provide financial assistance to families in Yuma County facing a childhood cancer diagnosis. By alleviating some of the financial burdens faced by the families, we can help them focus on what matters most - their child's wellbeing and healing. In FY24 we supported 5 local families. 660094 true true false false false false false false true true true false false false false false true false false false false false false true false false true true true false false false false false false false false false false false false false true false false false true X 13 0 true 4 true false false false false false true true false false false false false false X 14 8 true false false false false true true true true false false true true true true true true false false false X VERNON MOORE 9283367045 2400 S AVENUE A YUMA AZ 85364 Machele Headington Executive Director 4.0 36.0 X X 0 386440 249148 Margie Dallabetta Trustee, Chair 2.0 0.0 X X 0 0 0 Shelley Mellon Trustee, Vice-Chair 2.0 0.0 X X 0 0 0 Wendy McKay Trustee, Secretary-Treasurer 2.0 0.0 X X 0 0 0 Brandy Wright Trustee 2.0 0.0 X 0 0 0 Dorie Rush Trustee, Admin Director-Women's & Children's Services 2.0 40.0 X 0 214877 33629 James Adamson SVP/General Counsel, PT YR Trustee End 03/2024 2.0 40.0 X 0 548249 130799 Jeff Tuttle Trustee 2.0 0.0 X 0 0 0 Linda Elliott-Nelson Trustee 2.0 0.0 X 0 0 0 Pat Martin Trustee 2.0 0.0 X 0 0 0 Robert J Trenschel DO MPH PRESIDENT/CEO YRMC/TRUSTEE 2.0 41.0 X 0 1505698 358680 Robert Takesuye DO Trustee, Physician/YRMC 2.0 40.0 X 0 1090846 14578 Russ Jones Trustee 2.0 0.0 X 0 0 0 Tom Hurt Trustee 2.0 0.0 X 0 0 0 Vernon Moore SVP/CFO YMRC/TRUSTEE 2.0 40.0 X 0 623679 144799 Mia Sanchez Interim Director 40.0 0.0 X 83244 0 1665 83244 4369790 933298 0 false true false 0 428096 298920 486303 1213319 0 0 0 0 0 608699 608699 28955 28955 0 28955 28955 9175482 8829064 346418 0 346418 346418 34578 428096 388903 -354325 -354325 0 0 0 0 0 1843066 0 0 629747 385763 385763 204866 204866 0 0 91712 22928 45856 22928 88876 22219 44438 22219 39000 39000 123771 123771 72315 0 72315 0 5736 5736 97272 24318 48636 24318 1030 1030 7825 7825 DONOR RECOGNITION 9300 9300 BANK CHARGES 4666 4666 SUBSCRIPTIONS 3282 3282 OTHER EXPENSES 1027 1027 0 0 0 0 1136441 660094 397582 78765 1604077 369528 866459 2557227 17754 21923 1292 0 0 0 0 87500 0 107893 107893 0 0 15609432 18713563 2205770 2331227 0 0 0 20392284 23993468 6762 6762 0 0 0 6762 6762 X 7998728 9282436 12386794 14704270 20385522 23986706 20392284 23993468 X 706625 2895851 -1292 X false true X true false X X X 1 YUMA REGIONAL MEDICAL CENTER 866007596 3 true 313763 0 1 313763 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17228984 1721 2688940 320619 19599026 15686283 617 1730745 188661 17228984 17050847 500 -1183917 181147 15686283 14025276 35001 3086808 80238 16000 17050847 12942714 400 1509032 240753 186117 14025276 0.38 0.19 0.43 false false 100349 100349 0 7544 7544 0 0 ALTERNATIVE INVESTMENTS 2331227 F 2331227 Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part V, Line 4 Intended uses of endowment funds THE MCDANIEL ENDOWMENT FUND IS USED FOR VARIOUS PURPOSES RELATED TO CANCER CARE IN YUMA COUNTY. UNRESTRICTED ENDOWMENT FUNDS ARE USED TO SUPPORT SPECIAL PROJECTS, PROGRAMS, AND PRESSING NEEDS OF THE SUPPORTED ORGANIZATION, AS WELL AS COMMUNITY WELLNESS INITIATIVES AND SCHOLARSHIP SUPPORT FOR LOCAL STUDENTS. Bridget's Gift Event 270606 250469 20137 112718 39296 196320 15523 Golf Tournament 192068 177627 14441 25046 0 462674 428096 34578 137764 39296 196320 15523 388903 -354325 true Yuma Regional Medical Center 2400 S Avenue A Yuma AZ 85364 866007596 501(C)(3) 313763 Cancer Provider Education and Patient Support Arizona Western College Foundation PO Box 929 Yuma AZ 85366 866051919 501(C)(3) 67000 Flinn Bioresearch Project 2 0 CANCER RESOURCE CENTER 4023 77370 SCHOLARSHIPS FOR MEDICAL/NURSING CAREERS AND CANCER RESEARCH AND MEDICAL EQUIPMENT 33 65750 BRIDGET'S GIFT 6 30590 PEDIATRIC ONCOLOGY SUPPORT FUND 5 21156 McDaniel Scholarship 2 10000 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. SCHOLARSHIPS ARE AWARDED FOR TUITION AND BOOKS TO QUALIFIED APPLICANTS PURSUING CAREERS IN HEALTHCARE AND ARE BASED UPON REVIEW BY YRMC'S SCHOLARSHIP COMMITTEE COMPRISED OF REPRESENTATIVES FROM EACH OF THE ENTITIES AWARDING SCHOLARSHIPS (HOSPITAL, YRMC FOUNDATION, AND COMMUNITY REPRESENTATIVES). SPECIAL REQUESTS FOR FUNDING ARE GRANTED UPON APPROVAL BY THE ENTIRE FOUNDATION BOARD OF TRUSTEES. DONOR-RESTRICTED CONTRIBUTIONS ARE DISTRIBUTED TO THE APPROPRIATE YRMC DEPARTMENTS/UNITS IN ACCORDANCE WITH THE DONORS' WISHES. false true false false false false false false false Machele Headington Executive Director 0 312560 0 71370 0 2510 0 225686 0 23462 0 635588 0 0 Dorie Rush Trustee, Admin Director-Women's & Children's Services 0 195338 0 19128 0 411 0 9045 0 24584 0 248506 0 0 Robert Takesuye DO Trustee, Physician/YRMC 0 502875 0 582272 0 5699 0 13200 0 1378 0 1105424 0 0 Robert J Trenschel DO MPH PRESIDENT/CEO YRMC/TRUSTEE 0 1254670 0 245088 0 5940 0 335218 0 23462 0 1864378 0 0 James Adamson SVP/General Counsel, PT YR Trustee End 03/2024 0 444105 0 101250 0 2894 0 107337 0 23462 0 679048 0 0 Vernon Moore SVP/CFO YMRC/TRUSTEE 0 479356 0 115329 0 28994 0 125922 0 18877 0 768478 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation 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 2023 WAS $84,909. 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 EXECUTIVE RETIREMENT PROGRAMS. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan 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 CONTRIBUTIONS IN THE PLAN IN 2023: ROBERT J. TRENSCHEL - $322,018 VERNON MOORE - $112,722 MACHELE HEADINGTON - $212,486 JAMES ADAMSON - $94,137 THERE WERE NO WITHDRAWALS FROM THE PLAN IN CALENDAR YEAR 2023. Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 64,279 including grants of $ 64,279) The Mobile Health Unit is a new project supported by the Foundation in FY24. The Mobile Health Unit provides low-cost services to underserved populations in Yuma County including but not limited to vaccination clinics, school physicals, and health screenings. In FY24 the Foundation supported the renovation and startup of the Mobile Health Clinic at $64,279. Form 990, Part V, Line 1a 1099 FORMS ALL 1099 FORMS FOR THE FOUNDATION ARE ISSUED BY THE YUMA REGIONAL MEDICAL CENTER, A RELATED ORGANIZATION. Form 990, Part V, Line 2a W-2 FORMS ALL W-2 FORMS FOR THE FOUNDATION ARE ISSUED BY THE YUMA REGIONAL MEDICAL CENTER, A RELATED ORGANIZATION. Form 990, Part VI, Line 1a Delegate broad authority to a committee THE EXECUTIVE COMMITTEE IS COMPOSED OF THE CHAIRMAN, VICE-CHAIRMAN, SECRETARY-TREASURER, AND THE IMMEDIATE PAST CHAIRMAN, PROVIDED THAT THE EXECUTIVE COMMITTEE WILL CONSIST ONLY OF PERSONS WHO ARE TRUSTEES OF THE FOUNDATION. THE EXECUTIVE COMMITTEE MAY ACT FOR THE BOARD WHEN AUTHORIZED BY THE BOARD VIA WRITTEN RESOLUTION OR AT A MEETING OF THE BOARD. IN ADDITION TO ENUMERATED POWERS OF THE EXECUTIVE COMMITTEE OTHERWISE SET FORTH IN THESE BYLAWS, THE EXECUTIVE COMMITTEE IS EMPOWERED TO STUDY RECOMMENDATIONS OF COMMITTEES AND SUBMIT PROPOSALS FOR BOARD ACTIONS. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons AN EMPLOYEE/EMPLOYER RELATIONSHIP EXISTS FOR INDIVIDUALS ON PART VII WHO ARE EMPLOYEES OF YUMA REGIONAL MEDICAL CENTER AND INDIVIDUALS LISTED ON PART VII WHO ALSO SERVE AS DIRECTORS OR OFFICERS OF YUMA REGIONAL MEDICAL CENTER. - Business relationship Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE FOUNDATION IS MANAGED BY THE BOARD OF TRUSTEES. YUMA REGIONAL MEDICAL CENTER, A RELATED TAX-EXEMPT ORGANIZATION, HAS THE RIGHT TO PARTICIPATE IN THE GOVERNANCE OF THE FOUNDATION THROUGH ELECTION OF CERTAIN BOARD MEMBERS, AND ALSO THROUGH POWER TO APPROVE CERTAIN ACTIONS OF THE FOUNDATION AND AMENDMENTS TO THE FOUNDATION'S GOVERNING DOCUMENTS. THE NUMBER OF TRUSTEES ON THE BOARD CONSISTS OF FIFTEEN (15) TRUSTEES, CONSISTING OF: (A) THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER OF YUMA REGIONAL MEDICAL CENTER ("YRMC") AS EX-OFFICIO TRUSTEES; (B) UP TO SEVEN (7) TRUSTEES APPOINTED BY YRMC; AND (C) SIX (6) TRUSTEES ELECTED BY THE APPOINTED TRUSTEES. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders NOTWITHSTANDING ANYTHING TO THE CONTRARY IN THE FOUNDATION'S BYLAWS. THE FOUNDATION'S BOARD WILL NOT, WITHOUT THE EXPRESS APPROVAL OF YRMC, APPROVE OR TAKE ANY OF THE FOLLOWING ACTIONS ON BEHALF OF THE FOUNDATION: A. CHANGE OR MODIFY THE BYLAWS OR ARTICLES; B. DIVERT OR MOVE FUNDS FROM THE FOUNDATION'S BANK OR DEPOSIT ACCOUNTS OUTSIDE THE FOUNDATION'S ORDINARY COURSE OF BUSINESS. C. FILE FOR BANKRUPTCY OR APPOINT A RECEIVER UNDER ANY STATE OR FEDERAL INSOLVENCY ACT. D. CEASE OR WIND-UP OPERATIONS. DISSOLVE OR TERMINATE ITS EXISTENCE. E. MERGE, CONSOLIDATE OR DO AN EQUITY EXCHANGE WITH ANY OTHER ENTITY, REDOMESTICATE OR CONVERT INTO ANOTHER FORM OF ENTITY. F. SELL OR OTHERWISE DISPOSE OF ALL OR SUBSTANTIALLY ALL THE FOUNDATION'S ASSETS. G. PURCHASE OR OTHERWISE ACQUIRE ANY ASSETS FROM ANY TRUSTEE, HONORARY TRUSTEE, DIRECTOR OR OFFICER OF THE FOUNDATION UNLESS THE ASSETS ARE REQUIRED BY THE FOUNDATION TO OPERATE AND THE ACQUISITION TERMS ARE AT LEAST AS FAVORABLE TO THE FOUNDATION AS WOULD BE AVAILABLE FROM NONAFFILIATED THIRD PARTIES. H. SELL OR OTHERWISE DISPOSE OF ANY ASSETS TO ANY TRUSTEE, HONORARY TRUSTEE, DIRECTOR OR OFFICER OF THE FOUNDATION UNLESS THE TERMS OF SUCH SALE ARE AT LEAST AS FAVORABLE TO THE FOUNDATION AS WOULD BE AVAILABLE FROM NONAFFILIATED THIRD PARTIES. I. ENTER INTO ANY SERVICES CONTRACT WITH A TRUSTEE, HONORARY TRUSTEE, DIRECTOR OR OFFICER UNLESS THE TERMS THEREOF ARE COMPARABLE TO TERMS GENERALLY PREVAILING FOR SIMILAR ARRANGEMENTS WITH UNAFFILIATED THIRD PARTIES. J. ENTER INTO ANY LOANS OR CREATE ANY INDEBTEDNESS IN THE FOUNDATION'S NAME, OR K. SELECT AN INDEPENDENT ACCOUNTING FIRM TO CONDUCT THE ANNUAL AUDIT PURSUANT TO THE BYLAWS SECTION 6.7. Form 990, Part VI, Line 11b Review of form 990 by governing body PRIOR TO FILING THE FORM 990, THE RETURN IS UPLOADED TO THE BOARD PORTAL AND BOARD MEMBERS ARE ENCOURAGED TO REVIEW IT PRIOR TO THE BOARD MEETING. MANAGEMENT ALSO REVIEWS THE FORM 990 PRIOR TO FILING. AT THE BOARD MEETING, THE BOARD APPROVES THE FORM 990 FOR FILING. Form 990, Part VI, Line 12c Conflict of interest policy THE FOUNDATION OF YRMC RECOGNIZES THAT THE POTENTIAL FOR CONFLICTS OF INTEREST EXISTS FOR DECISION-MAKERS AT ALL LEVELS WITHIN THE ORGANIZATION, INCLUDING VOLUNTEERS AND BOARD MEMBERS. THE FOUNDATION REQUIRES THE DISCLOSURE OF POTENTIAL CONFLICTS OF INTEREST SO THAT APPROPRIATE ACTION MAY BE TAKEN TO ENSURE THAT SUCH CONFLICTS WILL NOT INAPPROPRIATELY INFLUENCE IMPORTANT DECISIONS. FOUNDATION BOARD MEMBERS ARE REQUIRED TO DISCLOSE ALL POTENTIAL CONFLICTS OF INTEREST INVOLVING THEMSELVES AND/OR THEIR FAMILY MEMBERS; THESE INCLUDE BEING A VENDOR OF THE HOSPITAL OR RECEIVING REMUNERATION OF BENEFITS FROM A VENDOR. THE FOUNDATION PRESIDENT PRESENTS ALL REPORTED CONFLICTS OF INTEREST TO THE BOARD FOR EVALUATION. RECUSAL FROM VOTING ON TRANSACTIONS OR ARRANGEMENTS IN WHICH AN ACTUAL OR POTENTIAL CONFLICT EXISTS. DOCUMENTS SIGNED BY MEMBERS OF THE FOUNDATION BOARD OF DIRECTORS ARE KEPT WITH THE BOARD COORDINATOR. Form 990, Part VI, Line 19 Required documents available to the public THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances LOSS ON UNCOLLECTIBLE PLEDGES - -1292; YUMA REGIONAL MEDICAL CENTER 2400 S AVENUE A YUMA AZ 85364 866007596 HOSPITAL AZ 501(c)(3) 3 SOUTHWEST HEALTH false SOUTHWEST HEALTH 720 S RIO VISTA DR YUMA AZ 85365 920682043 SUPPORTING ORGANIZATION AZ 501(c)(3) Type III-FI NA false false true true false false false false false false false false true true true true false false false false