Nonprofit · EIN 52-1357729
VALLEY HEALTH SYSTEM
Tax-exempt · WINCHESTER, VA 22601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $204,470,710 | $200,945,377 | $3,525,333 | $110,609,525 | $118,604,502 | -$7,994,977 |
| December 31, 2023 | 990 | $189,898,848 | $191,525,304 | -$1,626,456 | $84,152,690 | $90,428,126 | -$6,275,436 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,007,821
- of which government grants
- $971,193
- Program service revenue
- $167,736,298
- Investment income
- $20,365,139
- Net income from sales of inventory
- $58,720
- Other revenue
- $15,361,452
Expenses
- Grants and similar amounts paid
- $1,210,075
- Compensation of officers, directors and key employees
- $7,721,091
- Other salaries and wages
- $85,845,783
- Salaries, compensation and benefits (total)
- $119,736,058
- Professional fundraising fees
- $5,143
- Legal fees
- $2,329,921
- Accounting fees
- $25,777
- Occupancy
- $2,284,639
- Travel
- $1,033,237
- Program services (functional)
- $169,588,602
- Management and general (functional)
- $30,110,141
- Fundraising (functional)
- $1,246,634
Balance sheet and other
- Total assets, start of year
- $84,152,690
- Total assets, end of year
- $110,609,525
- Total liabilities, end of year
- $118,604,502
- Net assets, end of year
- -$7,994,977
- Net assets without donor restrictions
- -$7,994,977
- Gross unrelated business income
- -$179,754
- Gross receipts
- $204,636,640
- Employees
- 7,154
- Year formed
- 1983
- State of legal domicile
- VA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Mark Nantz | President & CEO Trustee or director, Officer | 6 | $2,084,107 | $0 | $82,037 |
| Tonya Smith | SVP WMC Officer | 1 | $0 | $1,037,346 | $64,150 |
| IYAD SABBAGH | CMO Officer | 39 | $895,066 | $0 | $51,744 |
| Patrick Ireland | Former trustee/Physician | 0 | $852,953 | $0 | $55,641 |
| ROBERT AMOS | CFO Officer | 1 | $805,715 | $0 | $58,725 |
| CHRIS RUCKER | Vice President Officer | 1 | $0 | $686,083 | $88,464 |
| NICOLAS RESTREPO | Vice President Officer | 1 | $0 | $688,588 | $79,668 |
| Kenneth Janowski | Vice President Officer | 1 | $0 | $652,915 | $46,492 |
| JEFFREY FEIT | Vice President Officer | 1 | $0 | $633,875 | $55,376 |
| ELIZABETH SAVAGE | SR VP Officer | 6 | $622,181 | $0 | $32,099 |
| Barbara Ballard | CIO Officer | 30 | $567,530 | $0 | $64,037 |
| Bradford Rogers | Vice President Officer | 2 | $0 | $554,518 | $51,489 |
| THERESA TRIVETTE | Vice President Officer | 2 | $552,852 | $0 | $30,151 |
| KEVIN SHEPPARD | Vice President Officer | 2 | $0 | $466,039 | $47,250 |
| MARK BAKER | Vice President Officer | 39 | $429,151 | $0 | $45,080 |
37 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JULIE MIKSIT | Vice President Officer | 2 | $0 | $445,782 | $25,191 |
| WALTER SOWERS | Legal Officer Officer | 30 | $446,117 | $0 | $16,378 |
| William Zehner | Former Officer | 0 | $0 | $393,149 | $62,948 |
| Sherif Kaiser | Former Officer | 0 | $0 | $405,470 | $48,549 |
| David Sharbaugh | Former Officer | 0 | $0 | $390,031 | $45,157 |
| James Freilich | Former Officer | 0 | $0 | $381,203 | $49,472 |
| Jake Meza | Vice President Officer | 1 | $0 | $383,196 | $46,830 |
| Kris Maddalena | Vice President Officer | 2 | $0 | $398,465 | $28,179 |
| NELSON T CLARK | Vice President Officer | 1 | $0 | $358,771 | $43,829 |
| CARLA DALLMANN | Vice President Officer | 30 | $348,093 | $0 | $53,822 |
| CHRISTINE LOWMAN | Controller Officer | 30 | $377,994 | $0 | $13,930 |
| Mary Barrick | Former Officer | 0 | $353,267 | $0 | $24,633 |
| Jennifer Coello | Vice President Officer | 1 | $0 | $353,442 | $22,111 |
| JEFFREY GROESBECK | ASSOC DIRECTOR | 40 | $308,699 | $0 | $40,330 |
| Sharon Rigney | Former Officer | 0 | $293,590 | $0 | $39,027 |
| CHRISTOPHER GOODITIS | CTO | 40 | $290,502 | $0 | $37,079 |
| Amanda Fleming | Director | 40 | $278,677 | $0 | $31,673 |
| Mary Roxer | Former Officer | 0 | $293,906 | $0 | $10,889 |
| CARMEN CLIPPER | VICE PRESIDENT | 40 | $270,293 | $0 | $21,592 |
| Heather Sigel | Former Officer | 0 | $0 | $252,425 | $38,593 |
| Susan Lessar | Vice President Officer | 2 | $0 | $250,886 | $38,908 |
| James Dale | Former Trustee | 0 | $280,135 | $0 | $9,143 |
| KELLY BOYD | SR DIRECTOR | 40 | $244,610 | $0 | $24,515 |
| Chris Turnbull | Former Med Staf President | 0 | $0 | $105,244 | $0 |
| Dan Alexander | Trustee Trustee or director | 2 | $45,000 | $0 | $0 |
| Harry Smith | Chairman Trustee or director | 2 | $21,361 | $0 | $0 |
| CHAD DANSIE | Trustee Trustee or director | 2 | $17,100 | $0 | $0 |
| THOMAS WISE | Trustee Trustee or director | 2 | $14,183 | $0 | $0 |
| JULIA M CONNELL | Trustee Trustee or director | 2 | $12,000 | $0 | $0 |
| JEFF BOEHM | Trustee Trustee or director | 2 | $9,000 | $0 | $0 |
| CLIFTON L RUTHERFORD | Trustee Trustee or director | 2 | $9,000 | $0 | $0 |
| STEVEN CLUSS | Secretary Trustee or director | 2 | $8,000 | $0 | $0 |
| MARY BETH PRICE | Trustee Trustee or director | 2 | $8,000 | $0 | $0 |
| MELODY EATON | Trustee Trustee or director | 2 | $6,000 | $0 | $0 |
| THOMAS GILPIN | Vice Chairman Trustee or director, Officer | 2 | $6,000 | $0 | $0 |
| KATHERINE JOHNSON | Trustee Trustee or director | 2 | $6,000 | $0 | $0 |
| Gerald Smith | Trustee Trustee or director | 2 | $5,000 | $0 | $0 |
990 for the year ended December 31, 2023: 55 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Mark Nantz | President Trustee or director, Officer | 6 | $1,911,133 | $0 | $78,248 |
| Tonya Smith | SRVP Acute Care Officer | 1 | $0 | $967,170 | $58,455 |
| IYAD SABBAGH | CHIEF PHYS EXEC Officer | 39 | $887,687 | $0 | $52,837 |
| NICOLAS RESTREPO | Vice President Officer | 1 | $0 | $738,699 | $71,681 |
| CHRIS RUCKER | Vice President Officer | 1 | $0 | $669,740 | $79,960 |
| JEFFREY FEIT | Vice President Officer | 1 | $0 | $661,891 | $61,607 |
| ROBERT AMOS | VP/ WMC CFO Officer | 1 | $661,811 | $0 | $53,455 |
| Kenneth Janowski | Vice President Officer | 1 | $0 | $646,357 | $46,879 |
| Peter Gallagher | Former CFO | 0 | $651,215 | $0 | $38,383 |
| ELIZABETH SAVAGE | SR VP Officer | 6 | $630,687 | $0 | $28,542 |
| THERESA TRIVETTE | Vice President Officer | 2 | $531,532 | $0 | $48,509 |
| Bradford Rogers | Vice President Officer | 2 | $0 | $511,548 | $43,659 |
| KEVIN SHEPPARD | Vice President Officer | 2 | $0 | $473,593 | $44,806 |
| WALTER SOWERS | Legal Officer Officer | 30 | $447,130 | $0 | $15,220 |
| MARK BAKER | Vice President Officer | 39 | $415,771 | $0 | $43,706 |
| William James Zehner | Vice President Officer | 2 | $0 | $393,082 | $59,917 |
| Mary Barrick | Vice President Officer | 30 | $412,749 | $0 | $25,537 |
| Jake Meza | Vice President Officer | 1 | $0 | $379,298 | $44,252 |
| NELSON T CLARK | Vice President Officer | 1 | $0 | $374,434 | $44,306 |
| JULIE MIKSIT | Vice President Officer | 2 | $0 | $388,507 | $24,579 |
| CARLA DALLMANN | Vice President Officer | 30 | $367,735 | $0 | $42,183 |
| CHRISTINE LOWMAN | Controller Officer | 30 | $382,321 | $0 | $13,730 |
| Sharon Rigney | Vice President Officer | 30 | $344,581 | $0 | $43,384 |
| James Freilich | Vice President Officer | 1 | $0 | $334,275 | $37,848 |
| Jennifer Coello | Vice President Officer | 1 | $0 | $348,242 | $22,561 |
| JEFFREY GROESBECK | ASSOC DIRECTOR | 40 | $289,137 | $0 | $40,336 |
| Mary Roxer | Vice President Officer | 30 | $317,244 | $0 | $10,581 |
| Patrick Ireland | Former trustee/Physician | 0 | $302,662 | $0 | $20,901 |
| CHRISTOPHER GOODITIS | CTO | 40 | $262,489 | $0 | $37,230 |
| ROGER D DURYEA JR | DIRECTOR BUS DEVEL | 40 | $262,139 | $0 | $17,061 |
| Sherif Kaiser | Vice President Officer | 2 | $0 | $238,139 | $29,503 |
| Amanda Fleming | Director | 40 | $236,365 | $0 | $31,200 |
| Heather Sigel | Vice President Officer | 2 | $0 | $244,896 | $10,008 |
| PAM GALLOWAY | INFORMATION TECHNO | 40 | $220,284 | $0 | $29,844 |
| Mary SAS | Vice President Officer | 2 | $0 | $218,693 | $22,486 |
| Matt Toomey | Former Vice President | 0 | $233,611 | $0 | $6,240 |
| Susan Lessar | Vice President Officer | 2 | $0 | $191,006 | $36,553 |
| CHRIS TURNBULL | Trustee Trustee or director | 2 | $0 | $142,950 | $0 |
| Kris Maddalena | Vice President Officer | 2 | $0 | $121,686 | $3,688 |
| David Sharbaugh | Vice President Officer | 1 | $0 | $106,381 | $11,150 |
| HARRY S SMITH | Chairman Trustee or director, Officer | 2 | $24,000 | $0 | $0 |
| CHAD DANSIE | Trustee Trustee or director | 2 | $17,500 | $0 | $0 |
| JULIA M CONNELL | Trustee Trustee or director | 2 | $12,000 | $0 | $0 |
| KATHERINE JOHNSON | Trustee Trustee or director | 2 | $12,000 | $0 | $0 |
| THOMAS WISE | Trustee Trustee or director | 2 | $10,144 | $0 | $0 |
| THOMAS GILPIN | Vice Chairman Trustee or director, Officer | 2 | $10,000 | $0 | $0 |
| MARY BETH PRICE | Trustee Trustee or director | 2 | $9,000 | $0 | $0 |
| CLIFTON L RUTHERFORD | Trustee Trustee or director | 2 | $9,000 | $0 | $0 |
| STEVEN CLUSS | Secretary Trustee or director | 2 | $8,000 | $0 | $0 |
| JEFF BOEHM | Trustee Trustee or director | 2 | $8,000 | $0 | $0 |
| MELODY EATON | Trustee Trustee or director | 2 | $8,000 | $0 | $0 |
| MARIE IMOH | Trustee Trustee or director | 2 | $8,000 | $0 | $0 |
| THOMAS LESLIE | Trustee Trustee or director | 2 | $6,000 | $0 | $0 |
| Gerald Smith | Trustee Trustee or director | 2 | $4,000 | $0 | $0 |
| Dan Alexander | Trustee Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 220 CAMPUS BLVD STE 310, WINCHESTER, VA 22601-2889
- Principal officer (990 for 2024)
- MARK NANTZ
- Signed the 990
- ROBERT AMOS, CFO
- Phone
- (540) 536-6287
- Website
- WWW.VALLEYHEALTHLINK.COM
- Return prepared by
- Forvis Mazars LLP
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.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 52-1357729
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Group exemption; Supporting organization of unknown type
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E21)
- Group exemption
- 5602 (16 member organizations)
- Assets (IRS master file)
- $110,609,525
- Income (IRS master file)
- $204,636,640
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $204,470,710 | $200,945,377 | $110,609,525 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $189,898,848 | $191,525,304 | $84,152,690 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $187,428,345 | $181,565,946 | $89,818,196 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | $160,759,403 | $158,529,206 | $88,570,252 | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1357729).
Questions about VALLEY HEALTH SYSTEM
- What is the EIN of VALLEY HEALTH SYSTEM?
- The employer identification number (EIN) of VALLEY HEALTH SYSTEM is 52-1357729.
- Is VALLEY HEALTH SYSTEM tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to VALLEY HEALTH SYSTEM tax-deductible?
- Yes. It is listed in IRS Publication 78 (Group exemption; Supporting organization of unknown type).
- Which annual return does VALLEY HEALTH SYSTEM file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of VALLEY HEALTH SYSTEM due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did VALLEY HEALTH SYSTEM last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of VALLEY HEALTH SYSTEM?
- The 990 for the year ended December 31, 2024 names MARK NANTZ.
- Who are the officers and directors of VALLEY HEALTH SYSTEM?
- The 990 for the year ended December 31, 2024 lists 52 people; 33 received compensation from the organization, the highest $2,084,107 (Mark Nantz, President & CEO).
- How much revenue does VALLEY HEALTH SYSTEM have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $204,470,710, expenses of $200,945,377 and total assets of $110,609,525 at year end.
Organizations in its group exemption (16)
- VALLEY HEALTH SYSTEM EIN 80-0584319 · WINCHESTER, VA · last filed 990 for 2024
- VALLEY HEALTH SYSTEM EIN 54-0505979 · WINCHESTER, VA
- VALLEY HEALTH SYSTEM EIN 26-2767279 · WINCHESTER, VA
- VALLEY HEALTH SYSTEM EIN 54-0488103 · FRONT ROYAL, VA
- VALLEY HEALTH SYSTEM EIN 20-8241398 · WINCHESTER, VA
- VALLEY HEALTH SYSTEM EIN 80-0407187 · WINCHESTER, VA
- VALLEY HEALTH SYSTEM EIN 54-0551200 · LURAY, VA
- VALLEY HEALTH SYSTEM EIN 54-0490687 · WOODSTOCK, VA
Other nonprofits in WINCHESTER
- EAST MOUNTAIN HEALTH PHYSICIANS INC EIN 47-3767341 · last filed 990 for 2025
- DR TERRY SINCLAIR HEALTH CLINIC INC EIN 54-1373296 · last filed 990 for 2025
- NORTHERN SHENANDOAH VALLEY SUBSTANCE USE COALITION EIN 47-3755186 · last filed 990 for 2025
- ABBACARE INC EIN 54-1427080 · last filed 990 for 2025
- BLUE RIDGE INDEPENDENCE AT HOME EIN 87-2541318 · last filed 990 for 2024
- LORD FAIRFAX EMERGENCY MEDICAL SERVICES COUNCIL INC EIN 54-1901169 · last filed 990 for 2025
- DENTAL CLINIC OF NORTHERN SHENANDOAH VALLEY INC EIN 45-0573607 · last filed 990 for 2024
- NOVA FOOT AND ANKLE EDUCATIONAL FOUNDATION EIN 99-5084247 · last filed 990-PF for 2025