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Nonprofiteer
← VALLEY HEALTH SYSTEM

Form 990 for tax year 2022

Filed by VALLEY HEALTH SYSTEM.

Totals

Total revenue
$187,428,345
Total expenses
$181,565,946
Contributions and grants received
$780,101
Grants paid
$1,292,831
Program service revenue
$160,333,016
Investment income
$22,061,076
Other revenue
$4,254,152
Total assets, end of year
$89,818,196
Total liabilities, end of year
$77,204,297
Net assets or fund balances, end of year
$12,613,899
Program services expenses (Part IX)
$153,755,102
Management and general expenses
$26,981,001
Fundraising expenses
$829,843
Program service expenses (Part III)
$153,755,102

Program services were 84.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Mark Nantz

    President

    Total calculated
    $1,769,149
    From this org
    $1,694,077
    From related orgs
    $0
    Other
    $75,072
    Hours/week
    6 + 34 related

    Schedule J breakdown matched by us

    Base
    $1,121,655
    Bonus
    $307,800
    Other
    $264,622
    Deferred
    $37,015
    Nontaxable benefits
    $38,057
    Filer's total
    $1,769,149

  • GRADY SKIP PHILIPS

    Frmr VP

    Total calculated
    $939,117
    From this org
    $0
    From related orgs
    $888,410
    Other
    $50,707
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $527,102 related
    Bonus
    not reported + $128,253 related
    Other
    not reported + $233,055 related
    Deferred
    not reported + $17,394 related
    Nontaxable benefits
    not reported + $33,313 related
    Filer's total
    not reported + $939,117 related

  • PETER GALLAGHER

    SR VP/CFO

    Total calculated
    $837,530
    From this org
    $786,425
    From related orgs
    $0
    Other
    $51,105
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $560,930
    Bonus
    $137,223
    Other
    $88,272
    Deferred
    $18,511
    Nontaxable benefits
    $32,594
    Filer's total
    $837,530

  • IYAD SABBAGH

    CHIEF PHYS EXEC

    Total calculated
    $765,024
    From this org
    $716,057
    From related orgs
    $0
    Other
    $48,967
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $503,342
    Bonus
    $118,258
    Other
    $94,457
    Deferred
    $16,610
    Nontaxable benefits
    $32,357
    Filer's total
    $765,024

  • NICOLAS RESTREPO

    Vice President

    Total calculated
    $680,579
    From this org
    $0
    From related orgs
    $627,442
    Other
    $53,137
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $435,654 related
    Bonus
    not reported + $104,551 related
    Other
    not reported + $87,237 related
    Deferred
    not reported + $14,376 related
    Nontaxable benefits
    not reported + $38,761 related
    Filer's total
    not reported + $680,579 related

  • JEFFREY FEIT

    Vice President

    Total calculated
    $632,529
    From this org
    $0
    From related orgs
    $571,450
    Other
    $61,079
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $403,269 related
    Bonus
    not reported + $96,320 related
    Other
    not reported + $71,861 related
    Deferred
    not reported + $13,308 related
    Nontaxable benefits
    not reported + $47,771 related
    Filer's total
    not reported + $632,529 related

  • CHRIS RUCKER

    Vice President

    Total calculated
    $592,276
    From this org
    $0
    From related orgs
    $543,455
    Other
    $48,821
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $388,393 related
    Bonus
    not reported + $85,753 related
    Other
    not reported + $69,309 related
    Deferred
    not reported + $12,817 related
    Nontaxable benefits
    not reported + $36,004 related
    Filer's total
    not reported + $592,276 related

  • ROBERT AMOS

    VP/ WMC CFO

    Total calculated
    $591,560
    From this org
    $541,509
    From related orgs
    $0
    Other
    $50,051
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $386,824
    Bonus
    $99,264
    Other
    $55,421
    Deferred
    $12,765
    Nontaxable benefits
    $37,286
    Filer's total
    $591,560

  • ELIZABETH SAVAGE

    SR VP

    Total calculated
    $574,405
    From this org
    $547,760
    From related orgs
    $0
    Other
    $26,645
    Hours/week
    6 + 34 related

    Schedule J breakdown matched by us

    Base
    $382,886
    Bonus
    $90,173
    Other
    $74,701
    Deferred
    $12,635
    Nontaxable benefits
    $14,010
    Filer's total
    $574,405

  • THOMAS KLUGE

    Vice President

    Total calculated
    $491,838
    From this org
    $0
    From related orgs
    $429,470
    Other
    $62,368
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $305,015 related
    Bonus
    not reported + $68,754 related
    Other
    not reported + $55,701 related
    Deferred
    not reported + $28,630 related
    Nontaxable benefits
    not reported + $33,738 related
    Filer's total
    not reported + $491,838 related

  • James Burton

    Former CIO

    Total calculated
    $491,810
    From this org
    $0
    From related orgs
    $491,810
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported + $90,575 related
    Other
    not reported + $401,235 related
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $491,810 related

  • Kenneth Janowski

    Vice President

    Total calculated
    $485,842
    From this org
    $0
    From related orgs
    $449,417
    Other
    $36,425
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $365,017 related
    Bonus
    not reported + $35,000 related
    Other
    not reported + $49,400 related
    Deferred
    not reported + $12,046 related
    Nontaxable benefits
    not reported + $24,379 related
    Filer's total
    not reported + $485,842 related

  • THERESA TRIVETTE

    Vice President

    Total calculated
    $455,824
    From this org
    $408,849
    From related orgs
    $0
    Other
    $46,975
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $332,129
    Bonus
    not reported
    Other
    $76,720
    Deferred
    $10,960
    Nontaxable benefits
    $36,015
    Filer's total
    $455,824

  • MATTHEW TOOMEY

    Vice President

    Total calculated
    $451,503
    From this org
    $406,991
    From related orgs
    $0
    Other
    $44,512
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $261,657
    Bonus
    $111,384
    Other
    $33,950
    Deferred
    $8,635
    Nontaxable benefits
    $35,877
    Filer's total
    $451,503

  • KEVIN SHEPPARD

    Vice President

    Total calculated
    $451,080
    From this org
    $0
    From related orgs
    $407,815
    Other
    $43,265
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    not reported + $306,601 related
    Bonus
    not reported + $60,004 related
    Other
    not reported + $41,210 related
    Deferred
    not reported + $10,118 related
    Nontaxable benefits
    not reported + $33,147 related
    Filer's total
    not reported + $451,080 related

  • BRADFORD ROGERS

    Vice President

    Total calculated
    $435,777
    From this org
    $0
    From related orgs
    $393,193
    Other
    $42,584
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    not reported + $316,798 related
    Bonus
    not reported
    Other
    not reported + $76,395 related
    Deferred
    not reported + $10,454 related
    Nontaxable benefits
    not reported + $32,130 related
    Filer's total
    not reported + $435,777 related

  • MARK BAKER

    Vice President

    Total calculated
    $415,222
    From this org
    $373,266
    From related orgs
    $0
    Other
    $41,956
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $267,720
    Bonus
    $68,863
    Other
    $36,683
    Deferred
    $8,835
    Nontaxable benefits
    $33,121
    Filer's total
    $415,222

  • Tonya Smith

    SRVP Acute Care

    Total calculated
    $397,383
    From this org
    $0
    From related orgs
    $384,894
    Other
    $12,489
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $187,500 related
    Bonus
    not reported + $150,000 related
    Other
    not reported + $47,394 related
    Deferred
    not reported + $6,187 related
    Nontaxable benefits
    not reported + $6,302 related
    Filer's total
    not reported + $397,383 related

  • WALTER SOWERS

    Legal Officer

    Total calculated
    $393,625
    From this org
    $379,773
    From related orgs
    $0
    Other
    $13,852
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $268,286
    Bonus
    $62,504
    Other
    $48,983
    Deferred
    $8,853
    Nontaxable benefits
    $4,999
    Filer's total
    $393,625

  • NELSON T CLARK

    Vice President

    Total calculated
    $374,198
    From this org
    $0
    From related orgs
    $330,854
    Other
    $43,344
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $252,489 related
    Bonus
    not reported + $46,871 related
    Other
    not reported + $31,494 related
    Deferred
    not reported + $8,332 related
    Nontaxable benefits
    not reported + $35,012 related
    Filer's total
    not reported + $374,198 related

  • ANNE WHITESIDE

    Vice President

    Total calculated
    $369,810
    From this org
    $0
    From related orgs
    $346,462
    Other
    $23,348
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $120,494 related
    Bonus
    not reported + $59,567 related
    Other
    not reported + $166,401 related
    Deferred
    not reported + $12,521 related
    Nontaxable benefits
    not reported + $10,827 related
    Filer's total
    not reported + $369,810 related

  • CHRISTINE LOWMAN

    Controller

    Total calculated
    $369,472
    From this org
    $356,923
    From related orgs
    $0
    Other
    $12,549
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $249,221
    Bonus
    $74,911
    Other
    $32,791
    Deferred
    $8,224
    Nontaxable benefits
    $4,325
    Filer's total
    $369,472

  • CARLA DALLMANN

    Vice President

    Total calculated
    $363,487
    From this org
    $322,351
    From related orgs
    $0
    Other
    $41,136
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $244,774
    Bonus
    $45,727
    Other
    $31,850
    Deferred
    $8,078
    Nontaxable benefits
    $33,058
    Filer's total
    $363,487

  • Jake Meza

    Vice President

    Total calculated
    $360,653
    From this org
    $0
    From related orgs
    $319,103
    Other
    $41,550
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $234,518 related
    Bonus
    not reported + $55,255 related
    Other
    not reported + $29,330 related
    Deferred
    not reported + $7,739 related
    Nontaxable benefits
    not reported + $33,811 related
    Filer's total
    not reported + $360,653 related

  • JULIE MIKSIT

    Vice President

    Total calculated
    $346,399
    From this org
    $0
    From related orgs
    $315,798
    Other
    $30,601
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    not reported + $270,819 related
    Bonus
    not reported
    Other
    not reported + $44,979 related
    Deferred
    not reported + $8,937 related
    Nontaxable benefits
    not reported + $21,664 related
    Filer's total
    not reported + $346,399 related

  • CHRISTOPHER GOODITIS

    CTO

    Total calculated
    $337,339
    From this org
    $297,436
    From related orgs
    $0
    Other
    $39,903
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $239,460
    Bonus
    $57,465
    Other
    $511
    Deferred
    $7,902
    Nontaxable benefits
    $32,001
    Filer's total
    $337,339

  • Madhur Solanki

    ASSOC MED INFO OFF

    Total calculated
    $334,254
    From this org
    $322,226
    From related orgs
    $0
    Other
    $12,028
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $321,489
    Bonus
    not reported
    Other
    $737
    Deferred
    $10,609
    Nontaxable benefits
    $1,419
    Filer's total
    $334,254

  • JAMES DALE

    Trustee

    Total calculated
    $330,635
    From this org
    $0
    From related orgs
    $320,857
    Other
    $9,778
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    not reported + $259,222 related
    Bonus
    not reported
    Other
    not reported + $61,635 related
    Deferred
    not reported + $8,554 related
    Nontaxable benefits
    not reported + $1,224 related
    Filer's total
    not reported + $330,635 related

  • JEFFREY GROESBECK

    ASSOC DIRECTOR

    Total calculated
    $319,838
    From this org
    $279,632
    From related orgs
    $0
    Other
    $40,206
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $247,396
    Bonus
    not reported
    Other
    $32,236
    Deferred
    $8,164
    Nontaxable benefits
    $32,042
    Filer's total
    $319,838

  • Jennifer Coello

    Vice President

    Total calculated
    $304,383
    From this org
    $0
    From related orgs
    $283,257
    Other
    $21,126
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $245,270 related
    Bonus
    not reported + $18,001 related
    Other
    not reported + $19,986 related
    Deferred
    not reported + $8,094 related
    Nontaxable benefits
    not reported + $13,032 related
    Filer's total
    not reported + $304,383 related

  • ROGER D DURYEA JR

    DIRECTOR BUS DEVEL

    Total calculated
    $267,424
    From this org
    $250,338
    From related orgs
    $0
    Other
    $17,086
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $221,894
    Bonus
    $27,094
    Other
    $1,350
    Deferred
    $7,322
    Nontaxable benefits
    $9,764
    Filer's total
    $267,424

  • MARY ROXER

    VP HR OPERATIONS

    Total calculated
    $252,878
    From this org
    $245,278
    From related orgs
    $0
    Other
    $7,600
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $197,936
    Bonus
    $47,168
    Other
    $174
    Deferred
    $6,532
    Nontaxable benefits
    $1,068
    Filer's total
    $252,878

  • TONIA SUBER

    Vice President

    Total calculated
    $154,111
    From this org
    $147,066
    From related orgs
    $0
    Other
    $7,045
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $63,193
    Bonus
    $69,100
    Other
    $14,773
    Deferred
    $2,085
    Nontaxable benefits
    $4,960
    Filer's total
    $154,111

  • CHRIS TURNBULL

    Trustee

    Total calculated
    $151,130
    From this org
    $0
    From related orgs
    $151,130
    Other
    $0
    Hours/week
    2 + 30 related

    Schedule J breakdown matched by us

    Base
    not reported + $151,130 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $151,130 related

  • HARRY S SMITH

    Chairman

    Total calculated
    $23,796
    From this org
    $23,796
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • JOSEPH SILEK

    FRMR CHAIR

    Total calculated
    $21,799
    From this org
    $21,799
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • CHAD DANSIE

    Trustee

    Total calculated
    $18,558
    From this org
    $18,558
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • THOMAS WISE

    Trustee

    Total calculated
    $17,764
    From this org
    $17,764
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • THOMAS GILPIN

    Vice Chairman

    Total calculated
    $10,000
    From this org
    $10,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • MELODY EATON

    Trustee

    Total calculated
    $8,000
    From this org
    $8,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • MARY BETH PRICE

    Trustee

    Total calculated
    $8,000
    From this org
    $8,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • KATHERINE JOHNSON

    Trustee

    Total calculated
    $7,500
    From this org
    $7,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • STEVEN CLUSS

    Secretary

    Total calculated
    $7,000
    From this org
    $7,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • MARIE IMOH

    Trustee

    Total calculated
    $7,000
    From this org
    $7,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • CLIFTON L RUTHERFORD

    Trustee

    Total calculated
    $7,000
    From this org
    $7,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • JEFF BOEHM

    Trustee

    Total calculated
    $6,000
    From this org
    $6,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • THOMAS LESLIE

    Trustee

    Total calculated
    $6,000
    From this org
    $6,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • JULIA M CONNELL

    Trustee

    Total calculated
    $4,000
    From this org
    $4,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • PATRICK IRELAND

    Trustee

    Total calculated
    $1,425
    From this org
    $1,425
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • NANCY RIPARI

    Interim CIO

    Total calculated
    $0
    Hours/week
    30 + 10 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

  • 1a · Tax indemnification and gross-up payments
  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 5a · Pay contingent on this organization's revenues
  • 8 · Paid under the initial-contract exception
  • 9 · Followed the rebuttable-presumption procedure

Answered no

  • 4c · Equity-based compensation arrangement
  • 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

The filer's explanations (Part III)

Part I, Line 1a: Relevant information in regards to selections on 1a.
Based on a change in the life insurance policies for executives, the board approved gross up payments to cover the cost and tax effects of the policy for Pete Gallagher. All gross up payments are treated as taxable income.
Part I, Line 8: Amounts reported on 990 VII pursuant to initial contract exemption described in Regs
Theresa Trivette, Julie Miksit, Jennifer Coello and Bradford Rogers are paid according to a contract subject to the initial contract exception during the 2021 year.Tonya Smith and Dr. Kenneth Janowski are paid according to a contract subject to the initial contract exception during the 2022 year.

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.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Valley Regional Enterprises Inc

    C CORP · MED EQUIP/AMBULANCE · VA · 100% owned · share of income $33,779,339 · share of assets $27,425,334 · controlled entity

    Directly controlled by NA

  • Virginia Solutions SPC LTD

    C Corp · Other Insurance Funds · CJ · 50% owned · share of income -$1,418,456 · share of assets $16,358,678 · controlled entity

    Directly controlled by NA

  • Valley Health Assurance Company

    C Corp · Self Insurance · CJ · 100% owned · share of income $4,585,435 · share of assets $14,304,687 · controlled entity

Provenance

Return type
form_990
Tax year
2022
Filed
16 November 2023
IRS schema version
2022v5.0
Source object
202303209349302935

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