Skip to content
Nonprofiteer
← VALLEY HEALTH SYSTEM

Form 990 for tax year 2024

Filed by VALLEY HEALTH SYSTEM.

Totals

Total revenue
$204,470,710
Total expenses
$200,945,377
Contributions and grants received
$1,007,821
Grants paid
$1,210,075
Program service revenue
$167,736,298
Investment income
$20,365,139
Other revenue
$15,361,452
Total assets, end of year
$110,609,525
Total liabilities, end of year
$118,604,502
Net assets or fund balances, end of year
-$7,994,977
Program services expenses (Part IX)
$169,588,602
Management and general expenses
$30,110,141
Fundraising expenses
$1,246,634
Program service expenses (Part III)
$169,588,602

Program services were 84.4% 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

    $36,628

  • 1e · Government grants (contributions)

    $971,193

  • 2a · Program service revenue: CLINICAL RESEARCH REVENUE

    total $316,787 · related or exempt $316,787

  • 2b · Program service revenue: CORPORATE MANAGEMENT FEES

    total $127,340,672 · related or exempt $127,340,672

  • 2c · Program service revenue: REIMBURSED COSTS

    total $35,943,459 · related or exempt $35,943,459

  • 2d · Program service revenue: WELLNESS FEE REVENUE

    total $4,135,380 · related or exempt $4,135,380

  • 3 · Investment income

    total $20,365,139 · unrelated business -$197,601 · excluded $20,562,740

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

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $224,650

  • 10b · Cost of goods sold

    $165,930

  • 10c · Net income from sales of inventory

    total $58,720 · unrelated business $17,847 · excluded $40,873

  • 11a · Other revenue: Other Income

    total $15,302,732 · related or exempt $15,302,732

  • 11e · Other revenue, total

    $15,302,732

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,210,075 · program services $1,210,075

  • 2 · Grants to domestic individuals

    total $0

  • 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 $7,721,091 · program services $6,563,777 · management and general $1,157,314

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $85,845,783 · program services $72,417,852 · management and general $12,858,081 · fundraising $569,850

  • 8 · Pension plan contributions

    total $3,633,700 · program services $3,068,021 · management and general $541,415 · fundraising $24,264

  • 9 · Other employee benefits

    total $15,480,662 · program services $12,973,908 · management and general $2,289,513 · fundraising $217,241

  • 10 · Payroll taxes

    total $7,054,822 · program services $5,956,555 · management and general $1,051,157 · fundraising $47,110

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $2,329,921 · program services $1,980,433 · management and general $349,488

  • 11c · Fees: accounting

    total $25,777 · management and general $25,777

  • 11d · Fees: lobbying

    total $50,045 · management and general $50,045

  • 11e · Fees: professional fundraising services

    total $5,143 · fundraising $5,143

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $18,096,012 · program services $15,136,637 · management and general $2,959,375

  • 12 · Advertising and promotion

    total $1,517,496 · program services $1,280,694 · management and general $226,005 · fundraising $10,797

  • 13 · Office expenses

    total $19,110,462 · program services $16,207,006 · management and general $2,860,060 · fundraising $43,396

  • 14 · Information technology

    total $19,540,729 · program services $16,574,940 · management and general $2,924,989 · fundraising $40,800

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $2,284,639 · program services $1,941,943 · management and general $342,696

  • 17 · Travel

    total $1,033,237 · program services $865,123 · management and general $152,669 · fundraising $15,445

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $1,222,744 · program services $894,996 · management and general $157,940 · fundraising $169,808

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $867,735 · program services $737,575 · management and general $130,160

  • 24a · Other expenses: Equip Rental & Maint

    total $12,611,338 · program services $10,719,637 · management and general $1,891,701

  • 24b · Other expenses: Licenses and Taxes

    total $592,633 · program services $416,375 · management and general $73,478 · fundraising $102,780

  • 24c · Other expenses: Other Expense

    total $304,356 · program services $276,795 · management and general $27,561

  • 24d · Other expenses: Recruitment

    total $269,458 · program services $229,039 · management and general $40,419

  • 24e · All other expenses

    total $137,519 · program services $137,221 · management and general $298

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,005,910 · end of year $3,239,536

  • 2 · Savings and temporary cash investments

    end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    end of year $0

  • 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

    end of year $0

  • 8 · Inventories for sale or use

    beginning of year $4,362,234 · end of year $3,494,154

  • 9 · Prepaid expenses and deferred charges

    beginning of year $17,279,639 · end of year $23,843,920

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    beginning of year $8,256,976 · end of year $13,025,674

  • 13 · Investments: program-related

    beginning of year $9,835,999 · end of year $11,070,822

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $39,411,932 · end of year $55,935,419

  • 17 · Accounts payable and accrued expenses

    beginning of year $89,786,067 · end of year $110,899,439

  • 19 · Deferred revenue

    beginning of year $341,421 · end of year $223,981

  • 25 · Other liabilities

    beginning of year $300,638 · end of year $7,481,082

  • 27 · Net assets without donor restrictions

    beginning of year -$6,275,436 · end of year -$7,994,977

Mission and programs · 2024

Mission

TO SUPPORT AND ENCOURAGE HEALTHCARE AND RELATED SERVICES THROUGH PROVIDING FINANCIAL, MANAGEMENT, AND OTHER ASSISTANCE TO ITS AFFILIATES AND OTHER ORGANIZATIONS AND THROUGH ALL OTHER RELEVANT MEANS.

Activities or mission (Part I)

SERVING OUR COMMUNITY BY IMPROVING HEALTH. PROVISION OF HEALTHCARE AND MEDICAL SERVICES.

  • ORGANIZATION PROVIDED MANAGEMENT AND/OR SUPPORT SERVICES TO 14 SUBSIDIARIES AND 8 OUTSIDE HEALTHCARE ORGANIZATIONS DURING 2024.

    Expenses $169,588,602 · Grants $1,210,075 · Revenue $183,039,030

As filed on the 2024 return.

Listed in Part VII

  • Mark Nantz

    President & CEO

    Total calculated
    $2,166,144
    From this org
    $2,084,107
    From related orgs
    $0
    Other
    $82,037
    Hours/week
    6 + 34 related

    Schedule J breakdown matched by us

    Base
    $1,293,162
    Bonus
    $491,923
    Other
    $299,022
    Deferred
    $42,674
    Nontaxable benefits
    $39,363
    Filer's total
    $2,166,144

  • Tonya Smith

    SVP WMC

    Total calculated
    $1,101,496
    From this org
    $0
    From related orgs
    $1,037,346
    Other
    $64,150
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $684,194 related
    Bonus
    not reported + $229,307 related
    Other
    not reported + $123,845 related
    Deferred
    not reported + $22,578 related
    Nontaxable benefits
    not reported + $41,572 related
    Filer's total
    not reported + $1,101,496 related

  • IYAD SABBAGH

    CMO

    Total calculated
    $946,810
    From this org
    $895,066
    From related orgs
    $0
    Other
    $51,744
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $593,574
    Bonus
    $193,858
    Other
    $107,634
    Deferred
    $19,588
    Nontaxable benefits
    $32,156
    Filer's total
    $946,810

  • Patrick Ireland

    Former trustee/Physician

    Total calculated
    $908,594
    From this org
    $852,953
    From related orgs
    $0
    Other
    $55,641
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $732,886
    Bonus
    not reported
    Other
    $120,067
    Deferred
    $24,185
    Nontaxable benefits
    $31,456
    Filer's total
    $908,594

  • ROBERT AMOS

    CFO

    Total calculated
    $864,440
    From this org
    $805,715
    From related orgs
    $0
    Other
    $58,725
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $536,552
    Bonus
    $171,250
    Other
    $97,913
    Deferred
    $17,706
    Nontaxable benefits
    $41,019
    Filer's total
    $864,440

  • CHRIS RUCKER

    Vice President

    Total calculated
    $774,547
    From this org
    $0
    From related orgs
    $686,083
    Other
    $88,464
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $452,108 related
    Bonus
    not reported + $151,520 related
    Other
    not reported + $82,455 related
    Deferred
    not reported + $49,013 related
    Nontaxable benefits
    not reported + $39,451 related
    Filer's total
    not reported + $774,547 related

  • NICOLAS RESTREPO

    Vice President

    Total calculated
    $768,256
    From this org
    $0
    From related orgs
    $688,588
    Other
    $79,668
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $453,392 related
    Bonus
    not reported + $151,955 related
    Other
    not reported + $83,241 related
    Deferred
    not reported + $36,257 related
    Nontaxable benefits
    not reported + $43,411 related
    Filer's total
    not reported + $768,256 related

  • Kenneth Janowski

    Vice President

    Total calculated
    $699,407
    From this org
    $0
    From related orgs
    $652,915
    Other
    $46,492
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $466,208 related
    Bonus
    not reported + $125,000 related
    Other
    not reported + $61,707 related
    Deferred
    not reported + $15,385 related
    Nontaxable benefits
    not reported + $31,107 related
    Filer's total
    not reported + $699,407 related

  • JEFFREY FEIT

    Vice President

    Total calculated
    $689,251
    From this org
    $0
    From related orgs
    $633,875
    Other
    $55,376
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $417,709 related
    Bonus
    not reported + $139,994 related
    Other
    not reported + $76,172 related
    Deferred
    not reported + $13,784 related
    Nontaxable benefits
    not reported + $41,592 related
    Filer's total
    not reported + $689,251 related

  • ELIZABETH SAVAGE

    SR VP

    Total calculated
    $654,280
    From this org
    $622,181
    From related orgs
    $0
    Other
    $32,099
    Hours/week
    6 + 34 related

    Schedule J breakdown matched by us

    Base
    $410,846
    Bonus
    $135,905
    Other
    $75,430
    Deferred
    $13,558
    Nontaxable benefits
    $18,541
    Filer's total
    $654,280

  • Barbara Ballard

    CIO

    Total calculated
    $631,567
    From this org
    $567,530
    From related orgs
    $0
    Other
    $64,037
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $367,792
    Bonus
    $131,124
    Other
    $68,614
    Deferred
    $62,762
    Nontaxable benefits
    $1,275
    Filer's total
    $631,567

  • Bradford Rogers

    Vice President

    Total calculated
    $606,007
    From this org
    $0
    From related orgs
    $554,518
    Other
    $51,489
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    not reported + $367,554 related
    Bonus
    not reported + $120,296 related
    Other
    not reported + $66,668 related
    Deferred
    not reported + $12,129 related
    Nontaxable benefits
    not reported + $39,360 related
    Filer's total
    not reported + $606,007 related

  • THERESA TRIVETTE

    Vice President

    Total calculated
    $583,003
    From this org
    $552,852
    From related orgs
    $0
    Other
    $30,151
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $365,757
    Bonus
    $120,388
    Other
    $66,707
    Deferred
    $12,070
    Nontaxable benefits
    $18,081
    Filer's total
    $583,003

  • KEVIN SHEPPARD

    Vice President

    Total calculated
    $513,289
    From this org
    $0
    From related orgs
    $466,039
    Other
    $47,250
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    not reported + $334,165 related
    Bonus
    not reported + $88,058 related
    Other
    not reported + $43,816 related
    Deferred
    not reported + $11,027 related
    Nontaxable benefits
    not reported + $36,223 related
    Filer's total
    not reported + $513,289 related

  • MARK BAKER

    Vice President

    Total calculated
    $474,231
    From this org
    $429,151
    From related orgs
    $0
    Other
    $45,080
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $308,914
    Bonus
    $79,361
    Other
    $40,876
    Deferred
    $10,194
    Nontaxable benefits
    $34,886
    Filer's total
    $474,231

  • JULIE MIKSIT

    Vice President

    Total calculated
    $470,973
    From this org
    $0
    From related orgs
    $445,782
    Other
    $25,191
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    not reported + $287,325 related
    Bonus
    not reported + $120,476 related
    Other
    not reported + $37,981 related
    Deferred
    not reported + $9,482 related
    Nontaxable benefits
    not reported + $15,709 related
    Filer's total
    not reported + $470,973 related

  • WALTER SOWERS

    Legal Officer

    Total calculated
    $462,495
    From this org
    $446,117
    From related orgs
    $0
    Other
    $16,378
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $295,511
    Bonus
    $97,022
    Other
    $53,584
    Deferred
    $9,752
    Nontaxable benefits
    $6,626
    Filer's total
    $462,495

  • William Zehner

    Former Officer

    Total calculated
    $456,097
    From this org
    $0
    From related orgs
    $393,149
    Other
    $62,948
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported + $288,359 related
    Bonus
    not reported + $65,616 related
    Other
    not reported + $39,174 related
    Deferred
    not reported + $29,105 related
    Nontaxable benefits
    not reported + $33,843 related
    Filer's total
    not reported + $456,097 related

  • Sherif Kaiser

    Former Officer

    Total calculated
    $454,019
    From this org
    $0
    From related orgs
    $405,470
    Other
    $48,549
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported + $306,601 related
    Bonus
    not reported + $61,654 related
    Other
    not reported + $37,215 related
    Deferred
    not reported + $10,118 related
    Nontaxable benefits
    not reported + $38,431 related
    Filer's total
    not reported + $454,019 related

  • David Sharbaugh

    Former Officer

    Total calculated
    $435,188
    From this org
    $0
    From related orgs
    $390,031
    Other
    $45,157
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported + $339,290 related
    Bonus
    not reported + $50,000 related
    Other
    not reported + $741 related
    Deferred
    not reported + $11,197 related
    Nontaxable benefits
    not reported + $33,960 related
    Filer's total
    not reported + $435,188 related

  • James Freilich

    Former Officer

    Total calculated
    $430,675
    From this org
    $0
    From related orgs
    $381,203
    Other
    $49,472
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported + $316,813 related
    Bonus
    not reported + $63,706 related
    Other
    not reported + $684 related
    Deferred
    not reported + $10,455 related
    Nontaxable benefits
    not reported + $39,017 related
    Filer's total
    not reported + $430,675 related

  • Jake Meza

    Vice President

    Total calculated
    $430,026
    From this org
    $0
    From related orgs
    $383,196
    Other
    $46,830
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $274,961 related
    Bonus
    not reported + $71,662 related
    Other
    not reported + $36,573 related
    Deferred
    not reported + $9,074 related
    Nontaxable benefits
    not reported + $37,756 related
    Filer's total
    not reported + $430,026 related

  • Kris Maddalena

    Vice President

    Total calculated
    $426,644
    From this org
    $0
    From related orgs
    $398,465
    Other
    $28,179
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    not reported + $343,138 related
    Bonus
    not reported
    Other
    not reported + $55,327 related
    Deferred
    not reported + $11,324 related
    Nontaxable benefits
    not reported + $16,855 related
    Filer's total
    not reported + $426,644 related

  • NELSON T CLARK

    Vice President

    Total calculated
    $402,600
    From this org
    $0
    From related orgs
    $358,771
    Other
    $43,829
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $256,937 related
    Bonus
    not reported + $68,122 related
    Other
    not reported + $33,712 related
    Deferred
    not reported + $8,479 related
    Nontaxable benefits
    not reported + $35,350 related
    Filer's total
    not reported + $402,600 related

  • CARLA DALLMANN

    Vice President

    Total calculated
    $401,915
    From this org
    $348,093
    From related orgs
    $0
    Other
    $53,822
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $247,890
    Bonus
    $66,464
    Other
    $33,739
    Deferred
    $20,538
    Nontaxable benefits
    $33,284
    Filer's total
    $401,915

  • CHRISTINE LOWMAN

    Controller

    Total calculated
    $391,924
    From this org
    $377,994
    From related orgs
    $0
    Other
    $13,930
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $271,075
    Bonus
    $71,342
    Other
    $35,577
    Deferred
    $8,945
    Nontaxable benefits
    $4,985
    Filer's total
    $391,924

  • Mary Barrick

    Former Officer

    Total calculated
    $377,900
    From this org
    $353,267
    From related orgs
    $0
    Other
    $24,633
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $277,871
    Bonus
    $74,500
    Other
    $896
    Deferred
    $9,170
    Nontaxable benefits
    $15,463
    Filer's total
    $377,900

  • Jennifer Coello

    Vice President

    Total calculated
    $375,553
    From this org
    $0
    From related orgs
    $353,442
    Other
    $22,111
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $266,812 related
    Bonus
    not reported + $52,327 related
    Other
    not reported + $34,303 related
    Deferred
    not reported + $8,805 related
    Nontaxable benefits
    not reported + $13,306 related
    Filer's total
    not reported + $375,553 related

  • JEFFREY GROESBECK

    ASSOC DIRECTOR

    Total calculated
    $349,029
    From this org
    $308,699
    From related orgs
    $0
    Other
    $40,330
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $255,902
    Bonus
    $22,612
    Other
    $30,185
    Deferred
    $8,445
    Nontaxable benefits
    $31,885
    Filer's total
    $349,029

  • Sharon Rigney

    Former Officer

    Total calculated
    $332,617
    From this org
    $293,590
    From related orgs
    $0
    Other
    $39,027
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $244,215
    Bonus
    $49,109
    Other
    $266
    Deferred
    $8,059
    Nontaxable benefits
    $30,968
    Filer's total
    $332,617

  • CHRISTOPHER GOODITIS

    CTO

    Total calculated
    $327,581
    From this org
    $290,502
    From related orgs
    $0
    Other
    $37,079
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $249,492
    Bonus
    $39,557
    Other
    $1,453
    Deferred
    $8,233
    Nontaxable benefits
    $28,846
    Filer's total
    $327,581

  • Amanda Fleming

    Director

    Total calculated
    $310,350
    From this org
    $278,677
    From related orgs
    $0
    Other
    $31,673
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,853
    Bonus
    $37,710
    Other
    $114
    Deferred
    $7,948
    Nontaxable benefits
    $23,725
    Filer's total
    $310,350

  • Mary Roxer

    Former Officer

    Total calculated
    $304,795
    From this org
    $293,906
    From related orgs
    $0
    Other
    $10,889
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $234,812
    Bonus
    $58,987
    Other
    $107
    Deferred
    $7,749
    Nontaxable benefits
    $3,140
    Filer's total
    $304,795

  • CARMEN CLIPPER

    VICE PRESIDENT

    Total calculated
    $291,885
    From this org
    $270,293
    From related orgs
    $0
    Other
    $21,592
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $250,016
    Bonus
    $20,000
    Other
    $277
    Deferred
    $8,251
    Nontaxable benefits
    $13,341
    Filer's total
    $291,885

  • Heather Sigel

    Former Officer

    Total calculated
    $291,018
    From this org
    $0
    From related orgs
    $252,425
    Other
    $38,593
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported + $209,504 related
    Bonus
    not reported + $42,128 related
    Other
    not reported + $793 related
    Deferred
    not reported + $6,914 related
    Nontaxable benefits
    not reported + $31,679 related
    Filer's total
    not reported + $291,018 related

  • Susan Lessar

    Vice President

    Total calculated
    $289,794
    From this org
    $0
    From related orgs
    $250,886
    Other
    $38,908
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    not reported + $183,230 related
    Bonus
    not reported + $43,844 related
    Other
    not reported + $23,812 related
    Deferred
    not reported + $6,047 related
    Nontaxable benefits
    not reported + $32,861 related
    Filer's total
    not reported + $289,794 related

  • James Dale

    Former Trustee

    Total calculated
    $289,278
    From this org
    $280,135
    From related orgs
    $0
    Other
    $9,143
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $246,170
    Bonus
    not reported
    Other
    $33,965
    Deferred
    $8,124
    Nontaxable benefits
    $1,019
    Filer's total
    $289,278

  • KELLY BOYD

    SR DIRECTOR

    Total calculated
    $269,125
    From this org
    $244,610
    From related orgs
    $0
    Other
    $24,515
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $213,801
    Bonus
    $30,438
    Other
    $371
    Deferred
    $7,055
    Nontaxable benefits
    $17,460
    Filer's total
    $269,125

  • Chris Turnbull

    Former Med Staf President

    Total calculated
    $105,244
    From this org
    $0
    From related orgs
    $105,244
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported + $33,894 related
    Bonus
    not reported
    Other
    not reported + $71,350 related
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $105,244 related

  • Dan Alexander

    Trustee

    Total calculated
    $45,000
    From this org
    $45,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • Harry Smith

    Chairman

    Total calculated
    $21,361
    From this org
    $21,361
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • CHAD DANSIE

    Trustee

    Total calculated
    $17,100
    From this org
    $17,100
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • THOMAS WISE

    Trustee

    Total calculated
    $14,183
    From this org
    $14,183
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • JULIA M CONNELL

    Trustee

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

  • JEFF BOEHM

    Trustee

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

  • CLIFTON L RUTHERFORD

    Trustee

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

  • STEVEN CLUSS

    Secretary

    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

  • MELODY EATON

    Trustee

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

  • THOMAS GILPIN

    Vice Chairman

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

  • KATHERINE JOHNSON

    Trustee

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

  • Gerald Smith

    Trustee

    Total calculated
    $5,000
    From this org
    $5,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 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 · First-class or charter travel
  • 1a · Tax indemnification and gross-up payments
  • 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
  • 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

  • 4a · Severance or change-of-control payment
  • 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. All gross up payments are treated as taxable income. Members of the exectuive leadership team utilize Charter Air travel for business purposes when acceptable commercial flight schedules are not available. This is not taxable to the individual using this service for company travel.
Part I, Line 8: Amounts reported on 990 VII pursuant to initial contract exemption described in Regs
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

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.

  • WINCHESTER OPEN MRI LLC

    Related · MRI SERVICE · VA · 50% owned · share of income $4,671,936 · share of assets $797,501

    Directly controlled by VALLEY HEALTH SYSTEM

  • WINCHESTER ENDOSCOPY SERVICES LLC

    Related · Endoscopy Services · VA · 51% owned · share of income $4,211,916 · share of assets $753,563 · general or managing partner

    Directly controlled by VALLEY HEALTH SYSTEM

  • MEDICAL CIRCLE LLC ta VALLEY OPEN MRI

    Related · MRI SERVICES · VA · 51% owned · share of income $717,831 · share of assets $1,364,114 · general or managing partner

    Directly controlled by VALLEY HEALTH SYSTEM

  • VALLEY HEALTH SURGERY CENTER LLC

    Related · SURGERY CENTER · VA · 65.5% owned · share of income $3,926,035 · share of assets $4,001,258 · general or managing partner

    Directly controlled by VALLEY HEALTH SYSTEM

  • VH & UVA RADIOSURGERY CTR LLC

    N/A · RADIOSURGERY · VA

    Directly controlled by Winchester Med Ctr

  • NORTHERN WV HOME HEALTH LLC

    N/A · HOME HEALTH · VA

    Directly controlled by Winchester Med Ctr

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 $32,845,462 · share of assets $31,259,102 · controlled entity

    Directly controlled by VALLEY HEALTH SYSTEM

  • Virginia Solutions SPC LTD

    C Corp · Other Insurance Funds · CJ · 68.36% owned · share of income $1,590,640 · share of assets $13,500,505 · controlled entity

    Directly controlled by VALLEY HEALTH SYSTEM

  • Valley Health Assurance Company

    C Corp · Self Insurance · CJ · 100% owned · share of income $10,685,918 · share of assets $20,939,223 · controlled entity

    Directly controlled by VALLEY HEALTH SYSTEM

Provenance

Return type
form_990
Tax year
2024
Filed
13 November 2025
IRS schema version
2024v5.2
Source object
202513179349307876

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.