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Nonprofiteer
← VALLEY HEALTH SYSTEM

Form 990 for tax year 2023

Filed by VALLEY HEALTH SYSTEM.

Totals

Total revenue
$1,222,911,046
Total expenses
$1,200,499,902
Contributions and grants received
$4,722,500
Grants paid
$6,998,894
Program service revenue
$1,174,641,204
Investment income
$11,504,891
Other revenue
$32,042,451
Total assets, end of year
$1,649,360,010
Total liabilities, end of year
$559,004,403
Net assets or fund balances, end of year
$1,090,355,607
Program services expenses (Part IX)
$928,597,392
Management and general expenses
$271,902,510
Fundraising expenses
$0
Program service expenses (Part III)
$928,597,392

Program services were 77.4% 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

    $470,749

  • 1e · Government grants (contributions)

    $4,012,720

  • 1f · All other contributions, gifts and grants

    $239,031

  • 2a · Program service revenue: ACUTE CARE SERVICES

    total $1,082,110,397 · related or exempt $1,082,110,397

  • 2b · Program service revenue: HOME HEALTH SERVICES

    total $11,293,442 · related or exempt $11,293,442

  • 2c · Program service revenue: PHYSICIAN SERVICES

    total $51,556,684 · related or exempt $51,556,684

  • 2d · Program service revenue: PSYCHIATRIC SERVICES

    total $9,398,271 · related or exempt $9,398,271

  • 2e · Program service revenue: REHABILITATION SERVICES

    total $13,823,765 · related or exempt $13,823,765

  • 2f · All other program service revenue

    total $6,458,645 · related or exempt $6,458,645

  • 3 · Investment income

    total $11,844,338 · excluded $11,844,338

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $2,585,957 · personal property $44,700

  • 6b · Less rental expenses

    real property $4,836,424

  • 6c · Rental income or loss

    real property -$2,250,467 · personal property $44,700

  • 6d · Net rental income or loss

    total -$2,205,767 · unrelated business $44,700 · excluded -$2,250,467

  • 7a · Gross sales of assets other than inventory

    securities $11,926,819 · other assets $2,468,702

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

    securities $11,840,991 · other assets $2,893,977

  • 7c · Gain or loss

    securities $85,828 · other assets -$425,275

  • 7d · Net gain or loss

    total -$339,447 · related or exempt $85,828 · excluded -$425,275

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $4,200

  • 10b · Cost of goods sold

    $2,935

  • 10c · Net income from sales of inventory

    total $1,265 · unrelated business $1,265

  • 11a · Other revenue: EDUCATION PROGRAMS

    total $130,085 · related or exempt $130,085

  • 11b · Other revenue: MEDICAL RECORDS/FEES

    total $134,853 · related or exempt $134,853

  • 11c · Other revenue: REFUNDS,REBATES,DISCOUNTS

    total $33,982,015 · related or exempt $33,982,015

  • 11e · Other revenue, total

    $34,246,953

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $6,834,458 · program services $6,834,458

  • 2 · Grants to domestic individuals

    total $164,436 · program services $164,436

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $11,786,712 · program services $2,858,629 · management and general $8,928,083

  • 6 · Compensation of disqualified persons

    total $575,994 · program services $575,994

  • 7 · Other salaries and wages

    total $349,586,192 · program services $304,351,765 · management and general $45,234,427

  • 8 · Pension plan contributions

    total $10,821,058 · program services $9,627,974 · management and general $1,193,084

  • 9 · Other employee benefits

    total $47,326,167 · program services $41,792,825 · management and general $5,533,342

  • 10 · Payroll taxes

    total $25,019,391 · program services $21,886,594 · management and general $3,132,797

  • 11a · Fees: management

    total $122,386,941 · program services $104,223,442 · management and general $18,163,499

  • 11b · Fees: legal

    total $116,033 · program services $57,161 · management and general $58,872

  • 11c · Fees: accounting

    total $326,559 · management and general $326,559

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $2,349,955 · management and general $2,349,955

  • 11g · Fees: other

    total $177,335,694 · program services $152,735,564 · management and general $24,600,130

  • 12 · Advertising and promotion

    total $354,180 · program services $15,164 · management and general $339,016

  • 13 · Office expenses

    total $6,428,887 · program services $2,945,391 · management and general $3,483,496

  • 14 · Information technology

    total $879,707 · program services $771,400 · management and general $108,307

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $12,056,723 · program services $5,966,245 · management and general $6,090,478

  • 17 · Travel

    total $1,203,983 · program services $921,517 · management and general $282,466

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $1,257,967 · program services $444,621 · management and general $813,346

  • 20 · Interest

    total $14,381,151 · program services $8,772,502 · management and general $5,608,649

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $67,867,972 · program services $41,399,463 · management and general $26,468,509

  • 23 · Insurance

    total $5,038,527 · program services $2,156,965 · management and general $2,881,562

  • 24a · Other expenses: SUPPLIES

    total $163,686,610 · program services $153,519,503 · management and general $10,167,107

  • 24b · Other expenses: BILLING FEES

    total $53,501,001 · program services $6,510,445 · management and general $46,990,556

  • 24c · Other expenses: LICENSE & TAXES

    total $51,355,644 · program services $421,873 · management and general $50,933,771

  • 24d · Other expenses: BAD DEBT EXPENSE

    total $42,032,866 · program services $42,032,866

  • 24e · All other expenses

    total $25,825,094 · program services $17,610,595 · management and general $8,214,499

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $29,240,612 · end of year $44,052,631

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $130,504,983 · end of year $140,439,353

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $63,343,891 · end of year $2,444,020

  • 8 · Inventories for sale or use

    beginning of year $16,783,481 · end of year $17,910,871

  • 9 · Prepaid expenses and deferred charges

    beginning of year $18,362,187 · end of year $16,131,819

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

    $1,710,354,820

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

    $973,883,460

  • 10c · Land, buildings and equipment, net

    beginning of year $721,847,650 · end of year $736,471,360

  • 11 · Investments: publicly traded securities

    beginning of year $333,217,546 · end of year $342,846,376

  • 12 · Investments: other securities

    beginning of year $292,169,905 · end of year $318,670,924

  • 13 · Investments: program-related

    beginning of year $3,089,628 · end of year $216,820

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $26,969,459 · end of year $30,175,836

  • 17 · Accounts payable and accrued expenses

    beginning of year $105,296,811 · end of year $54,987,038

  • 19 · Deferred revenue

    beginning of year $89,746 · end of year $1,601,937

  • 20 · Tax-exempt bond liabilities

    beginning of year $420,970,532 · end of year $409,542,397

  • 25 · Other liabilities

    beginning of year $93,290,102 · end of year $92,873,031

  • 27 · Net assets without donor restrictions

    beginning of year $981,825,721 · end of year $1,053,286,251

  • 28 · Net assets with donor restrictions

    beginning of year $34,056,430 · end of year $37,069,356

Mission and programs · 2023

Mission

Serving our community by improving health. Provision of healthcare and medical services.

  • VALLEY HEALTH'S MISSION IS SERVING OUR COMMUNITY BY IMPROVING HEALTH. VALLEY HEALTH IS COMPOSED OF SIX CORE HOSPITALS; HAMPSHIRE MEMORIAL HOSPITAL, PAGE MEMORIAL HOSPITAL, SHENANDOAH MEMORIAL HOSPITAL, WAR MEMORIAL HOSPITAL, WARREN MEMORIAL HOSPITAL AND WINCHESTER MEDICAL CENTER. VALLEY HEALTH BRINGS TOGETHER 620 LICENSED INPATIENT BEDS, 36 LONG-TERM CARE BEDS, 5,300 EMPLOYEES, AND A MEDICAL STAFF EXCEEDING 600 PROFESSIONALS.DURING 2023 THE SYSTEM PROVIDED THE FOLLOWING SERVICES TO THE COMMUNITY- 138,609,INPATIENT ACUTE CARE DAYS; 742,143 OUTPATIENT REGISTRATIONS AT PHYSICIAN PRACTICES; 15,441 INPATIENT LONG TERM CARE DAYS; 5,719 INPATIENT REHABILITATION DAYS; 8,550 HOME CARE VISITS CONSISTING OF NURSING, PHYSICAL THERAPY, SOCIAL WORK, OCCUPATIONAL THERAPY, SPEECH PATHOLOGY, AND HOME HEALTH AIDS; 18,911 SURGICAL PROCEDURES,AND 12,753 INPATIENT PSYCIATRIC PATIENT DAYS.

    Expenses $928,597,392 · Grants $6,998,894 · Revenue $1,208,973,833

As filed on the 2023 return.

Listed in Part VII

  • Mark Nantz

    President & CEO

    Total calculated
    $1,989,381
    From this org
    $0
    From related orgs
    $1,911,133
    Other
    $78,248
    Hours/week
    34 + 6 related

    Schedule J breakdown matched by us

    Base
    not reported + $1,208,787 related
    Bonus
    not reported + $418,335 related
    Other
    not reported + $284,011 related
    Deferred
    not reported + $39,890 related
    Nontaxable benefits
    not reported + $38,358 related
    Filer's total
    not reported + $1,989,381 related

  • Ernesto Jimenez

    Emp Physician

    Total calculated
    $1,074,047
    From this org
    $1,019,008
    From related orgs
    $0
    Other
    $55,039
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $800,010
    Bonus
    not reported
    Other
    $218,998
    Deferred
    $26,400
    Nontaxable benefits
    $28,639
    Filer's total
    $1,074,047

  • Tonya Smith

    SVP WMC

    Total calculated
    $1,025,625
    From this org
    $967,170
    From related orgs
    $0
    Other
    $58,455
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $667,476
    Bonus
    $150,000
    Other
    $149,694
    Deferred
    $22,027
    Nontaxable benefits
    $36,428
    Filer's total
    $1,025,625

  • Edward Kofsky

    Trustee

    Total calculated
    $1,004,066
    From this org
    $946,065
    From related orgs
    $0
    Other
    $58,001
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $780,000
    Bonus
    not reported
    Other
    $166,065
    Deferred
    $25,740
    Nontaxable benefits
    $32,261
    Filer's total
    $1,004,066

  • Vivek K Gupta MD

    Emp Physician

    Total calculated
    $984,686
    From this org
    $937,376
    From related orgs
    $0
    Other
    $47,310
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $475,010
    Bonus
    not reported
    Other
    $462,366
    Deferred
    $15,675
    Nontaxable benefits
    $31,635
    Filer's total
    $984,686

  • Joshua T Prickett

    Emp Physician

    Total calculated
    $951,609
    From this org
    $891,193
    From related orgs
    $0
    Other
    $60,416
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $850,013
    Bonus
    not reported
    Other
    $41,180
    Deferred
    $28,050
    Nontaxable benefits
    $32,366
    Filer's total
    $951,609

  • Iyad Sabbagh

    CMO

    Total calculated
    $940,524
    From this org
    $0
    From related orgs
    $887,687
    Other
    $52,837
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $620,341 related
    Bonus
    not reported + $162,070 related
    Other
    not reported + $105,276 related
    Deferred
    not reported + $20,471 related
    Nontaxable benefits
    not reported + $32,366 related
    Filer's total
    not reported + $940,524 related

  • Mesfin Shibeshi

    EMPLOYED PHYS

    Total calculated
    $917,420
    From this org
    $863,933
    From related orgs
    $0
    Other
    $53,487
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $640,016
    Bonus
    not reported
    Other
    $223,917
    Deferred
    $21,121
    Nontaxable benefits
    $32,366
    Filer's total
    $917,420

  • Andrew Brown

    EMP PHYSICIAN

    Total calculated
    $832,713
    From this org
    $812,601
    From related orgs
    $0
    Other
    $20,112
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $498,226
    Bonus
    not reported
    Other
    $314,375
    Deferred
    $16,441
    Nontaxable benefits
    $3,671
    Filer's total
    $832,713

  • Nicholas Restrepo

    VP MED AFFAIRS

    Total calculated
    $810,380
    From this org
    $738,699
    From related orgs
    $0
    Other
    $71,681
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $514,739
    Bonus
    $135,685
    Other
    $88,275
    Deferred
    $32,903
    Nontaxable benefits
    $38,778
    Filer's total
    $810,380

  • Chris Rucker

    VP AMBULATORY

    Total calculated
    $749,700
    From this org
    $669,740
    From related orgs
    $0
    Other
    $79,960
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $474,224
    Bonus
    $117,130
    Other
    $78,386
    Deferred
    $43,879
    Nontaxable benefits
    $36,081
    Filer's total
    $749,700

  • Jeffrey Feit MD

    COO VPE

    Total calculated
    $723,498
    From this org
    $661,891
    From related orgs
    $0
    Other
    $61,607
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $462,011
    Bonus
    $125,006
    Other
    $74,874
    Deferred
    $15,246
    Nontaxable benefits
    $46,361
    Filer's total
    $723,498

  • Robert Amos

    Vice President

    Total calculated
    $715,266
    From this org
    $0
    From related orgs
    $661,811
    Other
    $53,455
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    not reported + $487,302 related
    Bonus
    not reported + $96,382 related
    Other
    not reported + $78,127 related
    Deferred
    not reported + $16,081 related
    Nontaxable benefits
    not reported + $37,374 related
    Filer's total
    not reported + $715,266 related

  • Kenneth Janowski MD

    VP MED AFFAIRS

    Total calculated
    $693,236
    From this org
    $646,357
    From related orgs
    $0
    Other
    $46,879
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $463,786
    Bonus
    $111,615
    Other
    $70,956
    Deferred
    $15,305
    Nontaxable benefits
    $31,574
    Filer's total
    $693,236

  • Peter Gallagher

    FORMER CFO

    Total calculated
    $689,598
    From this org
    $0
    From related orgs
    $651,215
    Other
    $38,383
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported + $469,901 related
    Bonus
    not reported + $178,090 related
    Other
    not reported + $3,224 related
    Deferred
    not reported + $15,507 related
    Nontaxable benefits
    not reported + $22,876 related
    Filer's total
    not reported + $689,598 related

  • Terral Goode MD

    Trustee

    Total calculated
    $681,192
    From this org
    $633,562
    From related orgs
    $0
    Other
    $47,630
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $463,965
    Bonus
    not reported
    Other
    $169,597
    Deferred
    $15,311
    Nontaxable benefits
    $32,319
    Filer's total
    $681,192

  • Elizabeth Savage

    VP OF HR

    Total calculated
    $659,229
    From this org
    $0
    From related orgs
    $630,687
    Other
    $28,542
    Hours/week
    34 + 6 related

    Schedule J breakdown matched by us

    Base
    not reported + $439,556 related
    Bonus
    not reported + $117,025 related
    Other
    not reported + $74,106 related
    Deferred
    not reported + $14,505 related
    Nontaxable benefits
    not reported + $14,037 related
    Filer's total
    not reported + $659,229 related

  • Jeffrey Lessar

    FORMER TRUSTEE/PHYSICIAN

    Total calculated
    $586,719
    From this org
    $572,336
    From related orgs
    $0
    Other
    $14,383
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $390,000
    Bonus
    not reported
    Other
    $182,336
    Deferred
    $12,870
    Nontaxable benefits
    $1,513
    Filer's total
    $586,719

  • Theresa Trivette

    Vice President

    Total calculated
    $580,041
    From this org
    $0
    From related orgs
    $531,532
    Other
    $48,509
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    not reported + $362,747 related
    Bonus
    not reported + $105,448 related
    Other
    not reported + $63,337 related
    Deferred
    not reported + $11,971 related
    Nontaxable benefits
    not reported + $36,538 related
    Filer's total
    not reported + $580,041 related

  • Troy Glembot MD

    Trustee

    Total calculated
    $574,605
    From this org
    $529,909
    From related orgs
    $0
    Other
    $44,696
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $382,283
    Bonus
    not reported
    Other
    $147,626
    Deferred
    $12,615
    Nontaxable benefits
    $32,081
    Filer's total
    $574,605

  • Bradford Rogers

    Vice President

    Total calculated
    $555,207
    From this org
    $511,548
    From related orgs
    $0
    Other
    $43,659
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $348,374
    Bonus
    $100,580
    Other
    $62,594
    Deferred
    $11,496
    Nontaxable benefits
    $32,163
    Filer's total
    $555,207

  • Kevin Sheppard

    VP OPS &CLINIC

    Total calculated
    $518,399
    From this org
    $473,593
    From related orgs
    $0
    Other
    $44,806
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $352,835
    Bonus
    $77,875
    Other
    $42,883
    Deferred
    $11,644
    Nontaxable benefits
    $33,162
    Filer's total
    $518,399

  • Thomas Kluge

    FORMER OFFICER

    Total calculated
    $498,408
    From this org
    $487,725
    From related orgs
    $0
    Other
    $10,683
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $99,937
    Bonus
    $94,663
    Other
    $293,125
    Deferred
    $3,298
    Nontaxable benefits
    $7,385
    Filer's total
    $498,408

  • Joseph Hashem

    FORMER TRUSTEE

    Total calculated
    $463,340
    From this org
    $420,355
    From related orgs
    $0
    Other
    $42,985
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $328,675
    Bonus
    not reported
    Other
    $91,680
    Deferred
    $10,846
    Nontaxable benefits
    $32,139
    Filer's total
    $463,340

  • Walter Sowers

    Vice President

    Total calculated
    $462,350
    From this org
    $0
    From related orgs
    $447,130
    Other
    $15,220
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    not reported + $309,241 related
    Bonus
    not reported + $86,631 related
    Other
    not reported + $51,258 related
    Deferred
    not reported + $10,205 related
    Nontaxable benefits
    not reported + $5,015 related
    Filer's total
    not reported + $462,350 related

  • Mark Baker

    VP FACILITIES

    Total calculated
    $459,477
    From this org
    $0
    From related orgs
    $415,771
    Other
    $43,706
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $309,974 related
    Bonus
    not reported + $67,486 related
    Other
    not reported + $38,311 related
    Deferred
    not reported + $10,229 related
    Nontaxable benefits
    not reported + $33,477 related
    Filer's total
    not reported + $459,477 related

  • William James Zehner

    Vice President

    Total calculated
    $452,999
    From this org
    $393,082
    From related orgs
    $0
    Other
    $59,917
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $331,165
    Bonus
    $34,176
    Other
    $27,741
    Deferred
    $29,947
    Nontaxable benefits
    $29,970
    Filer's total
    $452,999

  • Mary Barrick

    Vice President

    Total calculated
    $438,286
    From this org
    $0
    From related orgs
    $412,749
    Other
    $25,537
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    not reported + $309,398 related
    Bonus
    not reported + $66,521 related
    Other
    not reported + $36,830 related
    Deferred
    not reported + $10,210 related
    Nontaxable benefits
    not reported + $15,327 related
    Filer's total
    not reported + $438,286 related

  • Jake Meza

    VP AMBULATORY

    Total calculated
    $423,550
    From this org
    $379,298
    From related orgs
    $0
    Other
    $44,252
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $286,565
    Bonus
    $58,848
    Other
    $33,885
    Deferred
    $9,457
    Nontaxable benefits
    $34,795
    Filer's total
    $423,550

  • Gregory Byrd MD

    Trustee

    Total calculated
    $419,617
    From this org
    $377,484
    From related orgs
    $0
    Other
    $42,133
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $350,002
    Bonus
    not reported
    Other
    $27,482
    Deferred
    $11,550
    Nontaxable benefits
    $30,583
    Filer's total
    $419,617

  • Nelson T Clark

    VP PRES PMH/SMH

    Total calculated
    $418,740
    From this org
    $374,434
    From related orgs
    $0
    Other
    $44,306
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $281,164
    Bonus
    $60,829
    Other
    $32,441
    Deferred
    $9,278
    Nontaxable benefits
    $35,028
    Filer's total
    $418,740

  • Julie Miksit

    VP OPERATIONS

    Total calculated
    $413,086
    From this org
    $388,507
    From related orgs
    $0
    Other
    $24,579
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $282,254
    Bonus
    $68,785
    Other
    $37,468
    Deferred
    $9,314
    Nontaxable benefits
    $15,265
    Filer's total
    $413,086

  • Carla Dallman

    VP RISK MGMT

    Total calculated
    $409,918
    From this org
    $0
    From related orgs
    $367,735
    Other
    $42,183
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    not reported + $275,571 related
    Bonus
    not reported + $59,346 related
    Other
    not reported + $32,818 related
    Deferred
    not reported + $9,094 related
    Nontaxable benefits
    not reported + $33,089 related
    Filer's total
    not reported + $409,918 related

  • Christine Lowman

    Vice President

    Total calculated
    $396,051
    From this org
    $0
    From related orgs
    $382,321
    Other
    $13,730
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    not reported + $284,642 related
    Bonus
    not reported + $63,701 related
    Other
    not reported + $33,978 related
    Deferred
    not reported + $9,393 related
    Nontaxable benefits
    not reported + $4,337 related
    Filer's total
    not reported + $396,051 related

  • Sharon Rigney

    Vice President

    Total calculated
    $387,965
    From this org
    $0
    From related orgs
    $344,581
    Other
    $43,384
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    not reported + $261,835 related
    Bonus
    not reported + $43,849 related
    Other
    not reported + $38,897 related
    Deferred
    not reported + $8,641 related
    Nontaxable benefits
    not reported + $34,743 related
    Filer's total
    not reported + $387,965 related

  • Patricia Daly

    FORMER TRUSTEE

    Total calculated
    $386,620
    From this org
    $352,721
    From related orgs
    $0
    Other
    $33,899
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $216,423
    Bonus
    not reported
    Other
    $136,298
    Deferred
    $7,142
    Nontaxable benefits
    $26,757
    Filer's total
    $386,620

  • James Freilich

    Vice President

    Total calculated
    $372,123
    From this org
    $334,275
    From related orgs
    $0
    Other
    $37,848
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $304,802
    Bonus
    $4,000
    Other
    $25,473
    Deferred
    $10,058
    Nontaxable benefits
    $27,790
    Filer's total
    $372,123

  • Jennifer Coello

    VP WMH

    Total calculated
    $370,803
    From this org
    $348,242
    From related orgs
    $0
    Other
    $22,561
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $280,933
    Bonus
    $46,722
    Other
    $20,587
    Deferred
    $9,271
    Nontaxable benefits
    $13,290
    Filer's total
    $370,803

  • Mary Roxer

    Vice President

    Total calculated
    $327,825
    From this org
    $0
    From related orgs
    $317,244
    Other
    $10,581
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    not reported + $240,383 related
    Bonus
    not reported + $49,318 related
    Other
    not reported + $27,543 related
    Deferred
    not reported + $7,933 related
    Nontaxable benefits
    not reported + $2,648 related
    Filer's total
    not reported + $327,825 related

  • Anthony Haywood

    FORMER TRUSTEE

    Total calculated
    $326,456
    From this org
    $289,642
    From related orgs
    $0
    Other
    $36,814
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $240,011
    Bonus
    not reported
    Other
    $49,631
    Deferred
    $7,920
    Nontaxable benefits
    $28,894
    Filer's total
    $326,456

  • Patrick Ireland

    FORMER TRUSTEE/PHYSICIAN

    Total calculated
    $323,563
    From this org
    $0
    From related orgs
    $302,662
    Other
    $20,901
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported + $298,847 related
    Bonus
    not reported
    Other
    not reported + $3,815 related
    Deferred
    not reported + $9,862 related
    Nontaxable benefits
    not reported + $11,039 related
    Filer's total
    not reported + $323,563 related

  • Matthew Polk

    FORMER TRUSTEE

    Total calculated
    $320,161
    From this org
    $279,886
    From related orgs
    $0
    Other
    $40,275
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $249,496
    Bonus
    not reported
    Other
    $30,390
    Deferred
    $8,233
    Nontaxable benefits
    $32,042
    Filer's total
    $320,161

  • Arthur Ticknor

    FORMER TRUSTEE

    Total calculated
    $291,324
    From this org
    $251,879
    From related orgs
    $0
    Other
    $39,445
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $226,907
    Bonus
    not reported
    Other
    $24,972
    Deferred
    $7,488
    Nontaxable benefits
    $31,957
    Filer's total
    $291,324

  • Sherif Kaiser

    Vice President

    Total calculated
    $267,642
    From this org
    $238,139
    From related orgs
    $0
    Other
    $29,503
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $219,245
    Bonus
    not reported
    Other
    $18,894
    Deferred
    $7,235
    Nontaxable benefits
    $22,268
    Filer's total
    $267,642

  • Heather Sigel

    Vice President

    Total calculated
    $254,904
    From this org
    $244,896
    From related orgs
    $0
    Other
    $10,008
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $199,962
    Bonus
    $30,317
    Other
    $14,617
    Deferred
    $6,599
    Nontaxable benefits
    $3,409
    Filer's total
    $254,904

  • Floyd Heater

    FORMER OFFICER

    Total calculated
    $254,227
    From this org
    $254,227
    From related orgs
    $0
    Other
    $0
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    $254,227
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $254,227

  • Phillip Graybeal

    FORMER OFFICER

    Total calculated
    $243,048
    From this org
    $234,348
    From related orgs
    $0
    Other
    $8,700
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $54,434
    Bonus
    $42,099
    Other
    $137,815
    Deferred
    $1,796
    Nontaxable benefits
    $6,904
    Filer's total
    $243,048

  • Mary Sas

    Vice President

    Total calculated
    $241,179
    From this org
    $218,693
    From related orgs
    $0
    Other
    $22,486
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $135,757
    Bonus
    $30,392
    Other
    $52,544
    Deferred
    $14,345
    Nontaxable benefits
    $8,141
    Filer's total
    $241,179

  • Matt Toomey

    FORMER VICE PRESIDENT

    Total calculated
    $239,851
    From this org
    $0
    From related orgs
    $233,611
    Other
    $6,240
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported + $169,324 related
    Bonus
    not reported + $64,246 related
    Other
    not reported + $41 related
    Deferred
    not reported + $5,588 related
    Nontaxable benefits
    not reported + $652 related
    Filer's total
    not reported + $239,851 related

  • Susan Lessar

    Vice President

    Total calculated
    $227,559
    From this org
    $191,006
    From related orgs
    $0
    Other
    $36,553
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $172,576
    Bonus
    not reported
    Other
    $18,430
    Deferred
    $5,695
    Nontaxable benefits
    $30,858
    Filer's total
    $227,559

  • Kevin Barko

    Trustee

    Total calculated
    $212,747
    From this org
    $178,095
    From related orgs
    $0
    Other
    $34,652
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $120,557
    Bonus
    not reported
    Other
    $57,538
    Deferred
    $3,978
    Nontaxable benefits
    $30,674
    Filer's total
    $212,747

  • Patrick Turnes

    FORMER TRUSTEE

    Total calculated
    $187,739
    From this org
    $168,218
    From related orgs
    $0
    Other
    $19,521
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $147,673
    Bonus
    not reported
    Other
    $20,545
    Deferred
    $4,873
    Nontaxable benefits
    $14,648
    Filer's total
    $187,739

  • Chris Turnbull

    MD STAFF PRES

    Total calculated
    $142,950
    From this org
    $142,950
    From related orgs
    $0
    Other
    $0
    Hours/week
    30 + 2 related

  • Tammy Landis

    FORMER SUPERVISOR

    Total calculated
    $141,390
    From this org
    $127,839
    From related orgs
    $0
    Other
    $13,551
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $124,953
    Bonus
    $2,725
    Other
    $161
    Deferred
    $4,123
    Nontaxable benefits
    $9,428
    Filer's total
    $141,390

  • Kris Maddalena

    Vice President

    Total calculated
    $125,374
    From this org
    $121,686
    From related orgs
    $0
    Other
    $3,688
    Hours/week
    39 + 1 related

  • David Sharbaugh

    Vice President

    Total calculated
    $117,531
    From this org
    $106,381
    From related orgs
    $0
    Other
    $11,150
    Hours/week
    39 + 1 related

  • Harry Smith

    Chairman

    Total calculated
    $24,000
    From this org
    $0
    From related orgs
    $24,000
    Other
    $0
    Hours/week
    2 + 2 related

  • Chad Dansie

    Trustee

    Total calculated
    $17,500
    From this org
    $0
    From related orgs
    $17,500
    Other
    $0
    Hours/week
    2 + 2 related

  • Katherine Johnson

    Trustee

    Total calculated
    $12,000
    From this org
    $0
    From related orgs
    $12,000
    Other
    $0
    Hours/week
    2 + 2 related

  • Julia Connell

    Trustee

    Total calculated
    $12,000
    From this org
    $0
    From related orgs
    $12,000
    Other
    $0
    Hours/week
    2 + 2 related

  • Thomas Wise

    Trustee

    Total calculated
    $10,144
    From this org
    $0
    From related orgs
    $10,144
    Other
    $0
    Hours/week
    2 + 2 related

  • Thomas Gilpin

    Vice Chairman

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

  • Mary Beth Price

    Secretary

    Total calculated
    $9,000
    From this org
    $0
    From related orgs
    $9,000
    Other
    $0
    Hours/week
    2 + 2 related

  • Clifton Rutherford

    Trustee

    Total calculated
    $9,000
    From this org
    $0
    From related orgs
    $9,000
    Other
    $0
    Hours/week
    2 + 2 related

  • Steven Cluss

    Trustee

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

  • Melody Eaton

    Trustee

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

  • Marie Imoh

    Trustee

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

  • Jeff Boehm

    Trustee

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

  • Thomas Leslie

    Trustee

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

  • Gerald Smith

    Trustee

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

  • Michelle Bixler

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Dan Alexander

    Trustee

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Jenna French

    Chairman

    Total calculated
    $0
    Hours/week
    2

  • Glen Bouder

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Greg Mercer

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Ethel Showman

    Vice President

    Total calculated
    $0
    Hours/week
    2

  • Karen Whetzel

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Jason Aikens

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Lisa Limoges

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Blake Curtis

    Chairman

    Total calculated
    $0
    Hours/week
    2

  • Kristen Pence

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Catherine Dowling

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Shannon Gemma

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • David Gum

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Darlene Kent

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Kim Blosser

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Jennifer McDonald

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Gilleland Megan Turner

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Dennis McGloughlin

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Charles McWilliams

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • John Potter MD

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • John Schroth

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Patricia Strother

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Tracy Voskika

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Thomas Ball

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Peg Goodyear

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Bonnie Landis

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • John Lesinski

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Lee Myers

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Rebecca Vaughn

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Jim Wells

    Chairman

    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, 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

  • 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
  • 5b · Pay contingent on a related organization's revenues
  • 8 · Paid under the initial-contract exception
  • 9 · Followed the rebuttable-presumption procedure

Answered no

  • 4c · Equity-based compensation arrangement
  • 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 5b: Explanation of organization compensation based on revenues of related organization
A portion of provider compensation is based on RVU's generated. This is defined in their employment contract and is in addition to base compensation.
Part I, Line 8: Amounts reported on 990 VII pursuant to initial contract exemption described in Regs
Tonya Smith and Dr. Kenneth Janowski are paid according to a contract subject to the initial contract exception during the 2022 year.Kris Maddalena and Dr. Sheriff Kaiser are paid according to a contract subject to the initial contract exception during the 2023 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

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.

  • WINCHESTER OPEN MRI

    N/A · MRI SERVICE · VA

    Directly controlled by NA

  • WINCHESTER ENDOSCOPY LLC

    N/A · ENDOSCOPY SERVICES · VA

    Directly controlled by NA

  • MEDICAL CIRCLE LLC

    N/A · MRI SERVICES · VA · general or managing partner

    Directly controlled by NA

  • NORTHERN WV HOME HEALTH LLC

    RELATED · HOME HEALTH · WV · 100% owned · share of income $6,369,542 · share of assets $1,822,651

    Directly controlled by NA

  • VALLEY HEALTH SURGERY CENTER

    N/A · SURGERY CENTER · VA

    Directly controlled by NA

  • VALLEY HEALTH & UVA RADIOSURGERY CTR LLC

    RELATED · RADIOSURGERY · VA · 85% owned · share of income $435,288 · share of assets $1,841,735 · general or managing partner

    Directly controlled by NA

Related corporations and trusts

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

  • VALLEY REGIONAL ENTERPRISES INC

    C CORP · MED EQUIP/ AMBLANCE · VA · controlled entity

    Directly controlled by NA

  • VIRGINIA SOLUTIONS SPE LTD

    C CORP · OTHER INSURANCE FUNDS · CJ · controlled entity

    Directly controlled by NA

  • VALLEY HEALTH ASSURANCE COMPANY

    C CORP · OTHER INSURANCE FUNDS · CJ · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202413199349318321

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