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Nonprofiteer
← VALLEY HEALTH SYSTEM

Form 990 for tax year 2023

Filed by VALLEY HEALTH SYSTEM.

Totals

Total revenue
$189,898,848
Total expenses
$191,525,304
Contributions and grants received
$1,677,835
Grants paid
$1,085,335
Program services expenses (Part IX)
$161,936,962
Management and general expenses
$28,684,317
Fundraising expenses
$904,025
Program service expenses (Part III)
$161,936,962

Program services were 84.6% 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
    $1,989,381
    From this org
    $1,911,133
    From related orgs
    $0
    Other
    $78,248
    Hours/week
    6 + 34 related

    Schedule J breakdown matched by us

    Base
    $1,208,787
    Bonus
    $418,335
    Other
    $284,011
    Deferred
    $39,890
    Nontaxable benefits
    $38,358
    Filer's total
    $1,989,381

  • Tonya Smith

    SRVP Acute Care

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

    Schedule J breakdown matched by us

    Base
    not reported + $667,476 related
    Bonus
    not reported + $150,000 related
    Other
    not reported + $149,694 related
    Deferred
    not reported + $22,027 related
    Nontaxable benefits
    not reported + $36,428 related
    Filer's total
    not reported + $1,025,625 related

  • IYAD SABBAGH

    CHIEF PHYS EXEC

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

    Schedule J breakdown matched by us

    Base
    $620,341
    Bonus
    $162,070
    Other
    $105,276
    Deferred
    $20,471
    Nontaxable benefits
    $32,366
    Filer's total
    $940,524

  • NICOLAS RESTREPO

    Vice President

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

    Schedule J breakdown matched by us

    Base
    not reported + $514,739 related
    Bonus
    not reported + $135,685 related
    Other
    not reported + $88,275 related
    Deferred
    not reported + $32,903 related
    Nontaxable benefits
    not reported + $38,778 related
    Filer's total
    not reported + $810,380 related

  • CHRIS RUCKER

    Vice President

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

    Schedule J breakdown matched by us

    Base
    not reported + $474,224 related
    Bonus
    not reported + $117,130 related
    Other
    not reported + $78,386 related
    Deferred
    not reported + $43,879 related
    Nontaxable benefits
    not reported + $36,081 related
    Filer's total
    not reported + $749,700 related

  • JEFFREY FEIT

    Vice President

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

    Schedule J breakdown matched by us

    Base
    not reported + $462,011 related
    Bonus
    not reported + $125,006 related
    Other
    not reported + $74,874 related
    Deferred
    not reported + $15,246 related
    Nontaxable benefits
    not reported + $46,361 related
    Filer's total
    not reported + $723,498 related

  • ROBERT AMOS

    VP/ WMC CFO

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

    Schedule J breakdown matched by us

    Base
    $487,302
    Bonus
    $96,382
    Other
    $78,127
    Deferred
    $16,081
    Nontaxable benefits
    $37,374
    Filer's total
    $715,266

  • Kenneth Janowski

    Vice President

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

    Schedule J breakdown matched by us

    Base
    not reported + $463,786 related
    Bonus
    not reported + $111,615 related
    Other
    not reported + $70,956 related
    Deferred
    not reported + $15,305 related
    Nontaxable benefits
    not reported + $31,574 related
    Filer's total
    not reported + $693,236 related

  • Peter Gallagher

    Former CFO

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

    Schedule J breakdown matched by us

    Base
    $469,901
    Bonus
    $178,090
    Other
    $3,224
    Deferred
    $15,507
    Nontaxable benefits
    $22,876
    Filer's total
    $689,598

  • ELIZABETH SAVAGE

    SR VP

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

    Schedule J breakdown matched by us

    Base
    $439,556
    Bonus
    $117,025
    Other
    $74,106
    Deferred
    $14,505
    Nontaxable benefits
    $14,037
    Filer's total
    $659,229

  • THERESA TRIVETTE

    Vice President

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

    Schedule J breakdown matched by us

    Base
    $362,747
    Bonus
    $105,448
    Other
    $63,337
    Deferred
    $11,971
    Nontaxable benefits
    $36,538
    Filer's total
    $580,041

  • Bradford Rogers

    Vice President

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

    Schedule J breakdown matched by us

    Base
    not reported + $348,374 related
    Bonus
    not reported + $100,580 related
    Other
    not reported + $62,594 related
    Deferred
    not reported + $11,496 related
    Nontaxable benefits
    not reported + $32,163 related
    Filer's total
    not reported + $555,207 related

  • KEVIN SHEPPARD

    Vice President

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

    Schedule J breakdown matched by us

    Base
    not reported + $352,835 related
    Bonus
    not reported + $77,875 related
    Other
    not reported + $42,883 related
    Deferred
    not reported + $11,644 related
    Nontaxable benefits
    not reported + $33,162 related
    Filer's total
    not reported + $518,399 related

  • WALTER SOWERS

    Legal Officer

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

    Schedule J breakdown matched by us

    Base
    $309,241
    Bonus
    $86,631
    Other
    $51,258
    Deferred
    $10,205
    Nontaxable benefits
    $5,015
    Filer's total
    $462,350

  • MARK BAKER

    Vice President

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

    Schedule J breakdown matched by us

    Base
    $309,974
    Bonus
    $67,486
    Other
    $38,311
    Deferred
    $10,229
    Nontaxable benefits
    $33,477
    Filer's total
    $459,477

  • William James Zehner

    Vice President

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

    Schedule J breakdown matched by us

    Base
    not reported + $331,165 related
    Bonus
    not reported + $34,176 related
    Other
    not reported + $27,741 related
    Deferred
    not reported + $29,947 related
    Nontaxable benefits
    not reported + $29,970 related
    Filer's total
    not reported + $452,999 related

  • Mary Barrick

    Vice President

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

    Schedule J breakdown matched by us

    Base
    $309,398
    Bonus
    $66,521
    Other
    $36,830
    Deferred
    $10,210
    Nontaxable benefits
    $15,327
    Filer's total
    $438,286

  • Jake Meza

    Vice President

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

    Schedule J breakdown matched by us

    Base
    not reported + $286,565 related
    Bonus
    not reported + $58,848 related
    Other
    not reported + $33,885 related
    Deferred
    not reported + $9,457 related
    Nontaxable benefits
    not reported + $34,795 related
    Filer's total
    not reported + $423,550 related

  • NELSON T CLARK

    Vice President

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

    Schedule J breakdown matched by us

    Base
    not reported + $281,164 related
    Bonus
    not reported + $60,829 related
    Other
    not reported + $32,441 related
    Deferred
    not reported + $9,278 related
    Nontaxable benefits
    not reported + $35,028 related
    Filer's total
    not reported + $418,740 related

  • JULIE MIKSIT

    Vice President

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

    Schedule J breakdown matched by us

    Base
    not reported + $282,254 related
    Bonus
    not reported + $68,785 related
    Other
    not reported + $37,468 related
    Deferred
    not reported + $9,314 related
    Nontaxable benefits
    not reported + $15,265 related
    Filer's total
    not reported + $413,086 related

  • CARLA DALLMANN

    Vice President

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

    Schedule J breakdown matched by us

    Base
    $275,571
    Bonus
    $59,346
    Other
    $32,818
    Deferred
    $9,094
    Nontaxable benefits
    $33,089
    Filer's total
    $409,918

  • CHRISTINE LOWMAN

    Controller

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

    Schedule J breakdown matched by us

    Base
    $284,642
    Bonus
    $63,701
    Other
    $33,978
    Deferred
    $9,393
    Nontaxable benefits
    $4,337
    Filer's total
    $396,051

  • Sharon Rigney

    Vice President

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

    Schedule J breakdown matched by us

    Base
    $261,835
    Bonus
    $43,849
    Other
    $38,897
    Deferred
    $8,641
    Nontaxable benefits
    $34,743
    Filer's total
    $387,965

  • James Freilich

    Vice President

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

    Schedule J breakdown matched by us

    Base
    not reported + $304,802 related
    Bonus
    not reported + $4,000 related
    Other
    not reported + $25,473 related
    Deferred
    not reported + $10,058 related
    Nontaxable benefits
    not reported + $27,790 related
    Filer's total
    not reported + $372,123 related

  • Jennifer Coello

    Vice President

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

    Schedule J breakdown matched by us

    Base
    not reported + $280,933 related
    Bonus
    not reported + $46,722 related
    Other
    not reported + $20,587 related
    Deferred
    not reported + $9,271 related
    Nontaxable benefits
    not reported + $13,290 related
    Filer's total
    not reported + $370,803 related

  • JEFFREY GROESBECK

    ASSOC DIRECTOR

    Total calculated
    $329,473
    From this org
    $289,137
    From related orgs
    $0
    Other
    $40,336
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $251,243
    Bonus
    $7,530
    Other
    $30,364
    Deferred
    $8,291
    Nontaxable benefits
    $32,045
    Filer's total
    $329,473

  • Mary Roxer

    Vice President

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

    Schedule J breakdown matched by us

    Base
    $240,383
    Bonus
    $49,318
    Other
    $27,543
    Deferred
    $7,933
    Nontaxable benefits
    $2,648
    Filer's total
    $327,825

  • Patrick Ireland

    Former trustee/Physician

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

    Schedule J breakdown matched by us

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

  • CHRISTOPHER GOODITIS

    CTO

    Total calculated
    $299,719
    From this org
    $262,489
    From related orgs
    $0
    Other
    $37,230
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $249,430
    Bonus
    $12,075
    Other
    $984
    Deferred
    $8,231
    Nontaxable benefits
    $28,999
    Filer's total
    $299,719

  • ROGER D DURYEA JR

    DIRECTOR BUS DEVEL

    Total calculated
    $279,200
    From this org
    $262,139
    From related orgs
    $0
    Other
    $17,061
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $221,000
    Bonus
    $39,785
    Other
    $1,354
    Deferred
    $7,293
    Nontaxable benefits
    $9,768
    Filer's total
    $279,200

  • Sherif Kaiser

    Vice President

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

    Schedule J breakdown matched by us

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

  • Amanda Fleming

    Director

    Total calculated
    $267,565
    From this org
    $236,365
    From related orgs
    $0
    Other
    $31,200
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $224,372
    Bonus
    $11,784
    Other
    $209
    Deferred
    $7,404
    Nontaxable benefits
    $23,796
    Filer's total
    $267,565

  • Heather Sigel

    Vice President

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

    Schedule J breakdown matched by us

    Base
    not reported + $199,962 related
    Bonus
    not reported + $30,317 related
    Other
    not reported + $14,617 related
    Deferred
    not reported + $6,599 related
    Nontaxable benefits
    not reported + $3,409 related
    Filer's total
    not reported + $254,904 related

  • PAM GALLOWAY

    INFORMATION TECHNO

    Total calculated
    $250,128
    From this org
    $220,284
    From related orgs
    $0
    Other
    $29,844
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,619
    Bonus
    $9,719
    Other
    $946
    Deferred
    $6,917
    Nontaxable benefits
    $22,927
    Filer's total
    $250,128

  • Mary SAS

    Vice President

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

    Schedule J breakdown matched by us

    Base
    not reported + $135,757 related
    Bonus
    not reported + $30,392 related
    Other
    not reported + $52,544 related
    Deferred
    not reported + $14,345 related
    Nontaxable benefits
    not reported + $8,141 related
    Filer's total
    not reported + $241,179 related

  • Matt Toomey

    Former Vice President

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

    Schedule J breakdown matched by us

    Base
    $169,324
    Bonus
    $64,246
    Other
    $41
    Deferred
    $5,588
    Nontaxable benefits
    $652
    Filer's total
    $239,851

  • Susan Lessar

    Vice President

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

    Schedule J breakdown matched by us

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

  • CHRIS TURNBULL

    Trustee

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

  • Kris Maddalena

    Vice President

    Total calculated
    $125,374
    From this org
    $0
    From related orgs
    $121,686
    Other
    $3,688
    Hours/week
    2 + 38 related

  • David Sharbaugh

    Vice President

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

  • HARRY S SMITH

    Chairman

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

  • CHAD DANSIE

    Trustee

    Total calculated
    $17,500
    From this org
    $17,500
    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

  • KATHERINE JOHNSON

    Trustee

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

  • THOMAS WISE

    Trustee

    Total calculated
    $10,144
    From this org
    $10,144
    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

  • MARY BETH PRICE

    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

  • JEFF BOEHM

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

  • MARIE IMOH

    Trustee

    Total calculated
    $8,000
    From this org
    $8,000
    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

  • Gerald Smith

    Trustee

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

  • Dan Alexander

    Trustee

    Total calculated
    $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 — 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
  • 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. 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
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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202403199349318320

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.