STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

VALLEY HEALTH SYSTEM: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
VALLEY HEALTH SYSTEM (EIN 80-0584319)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-14
IRS object ID
202413199349318321
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-14T17:51:54-08:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN440160260PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Forvis Mazars LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1120 E Palmetto Road Suite 403AddressLine1Txt
CityBoca RatonCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33432ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN800584319EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VALLEY HEALTH SYSTEM GROUP RETURNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlVALLBusinessNameControlTxt
Phone5405366287PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 CAMPUS BLVD STE 310AddressLine1Txt
CityWINCHESTERCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT AMOSPersonNm
Person TitleCFOPersonTitleTxt
Signature2024-11-14SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP01559426PTIN
Phone5612991820PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARK NANTZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 CAMPUS BLVD STE 310AddressLine1Txt
CityWINCHESTERCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22601ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,242,485,373GrossReceiptsAmt
Group Return For AffiliatesYes (true)GroupReturnForAffiliatesInd
All Affiliates IncludedYes (true)AllAffiliatesIncludedInd
Group Exemption5602GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website AddressVALLEYHEALTHLINK.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Activity Or MissionServing our community by improving health. Provision of healthcare and medical services.ActivityOrMissionDesc
Voting Members Governing Body48VotingMembersGoverningBodyCnt
Voting Members Independent37VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers254TotalVolunteersCnt
Total Gross UBI$45,965TotalGrossUBIAmt
PY Contributions Grants$33,303,779PYContributionsGrantsAmt
CY Contributions Grants$4,722,500CYContributionsGrantsAmt
PY Program Service Revenue$1,084,048,069PYProgramServiceRevenueAmt
CY Program Service Revenue$1,174,641,204CYProgramServiceRevenueAmt
PY Investment Income$24,823,858PYInvestmentIncomeAmt
CY Investment Income$11,504,891CYInvestmentIncomeAmt
PY Other Revenue$29,435,364PYOtherRevenueAmt
CY Other Revenue$32,042,451CYOtherRevenueAmt
PY Total Revenue$1,171,611,070PYTotalRevenueAmt
CY Total Revenue$1,222,911,046CYTotalRevenueAmt
PY Grants And Similar Paid$6,411,896PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$6,998,894CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$426,982,964PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$445,115,514CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$711,487,142PYOtherExpensesAmt
CY Other Expenses$748,385,494CYOtherExpensesAmt
PY Total Expenses$1,144,882,002PYTotalExpensesAmt
CY Total Expenses$1,200,499,902CYTotalExpensesAmt
PY Revenues Less Expenses$26,729,068PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$22,411,144CYRevenuesLessExpensesAmt
Total Assets BOY$1,635,529,342TotalAssetsBOYAmt
Total Assets EOY$1,649,360,010TotalAssetsEOYAmt
Total Liabilities BOY$619,647,191TotalLiabilitiesBOYAmt
Total Liabilities EOY$559,004,403TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,015,882,151NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,090,355,607NetAssetsOrFundBalancesEOYAmt
MissionServing our community by improving health. Provision of healthcare and medical services.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$928,597,392ExpenseAmt
Grant$6,998,894GrantAmt
Revenue$1,208,973,833RevenueAmt
DescVALLEY 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.Desc
Total Program Service Expenses$928,597,392TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalYes (true)OperateHospitalInd
Audited Financial Stmt AttYes (true)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryCJForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members48GoverningBodyVotingMembersCnt
Independent Voting Member37IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCHRISTINE LOWMANPersonNm
Phone5405366287PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 CAMPUS BLVD SUITE 310AddressLine1Txt
CityWINCHESTERCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22601ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (101 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MARK NANTZ
President & CEO34.006.00Yes (X)Yes (X)$0$1,911,133$78,248
ERNESTO JIMENEZ
Emp Physician50.000.00$1,019,008$0$55,039
TONYA SMITH
SVP WMC39.001.00Yes (X)$967,170$0$58,455
EDWARD KOFSKY
Trustee50.000.00Yes (X)$946,065$0$58,001
VIVEK K GUPTA MD
Emp Physician50.000.00$937,376$0$47,310
JOSHUA T PRICKETT
Emp Physician50.000.00$891,193$0$60,416
IYAD SABBAGH
CMO1.0039.00Yes (X)$0$887,687$52,837
MESFIN SHIBESHI
EMPLOYED PHYS50.000.00$863,933$0$53,487
ANDREW BROWN
EMP PHYSICIAN50.000.00$812,601$0$20,112
NICHOLAS RESTREPO
VP MED AFFAIRS39.001.00Yes (X)$738,699$0$71,681
CHRIS RUCKER
VP AMBULATORY39.001.00Yes (X)$669,740$0$79,960
JEFFREY FEIT MD
COO VPE39.001.00Yes (X)$661,891$0$61,607
ROBERT AMOS
Vice President39.001.00Yes (X)$0$661,811$53,455
KENNETH JANOWSKI MD
VP MED AFFAIRS39.001.00Yes (X)$646,357$0$46,879
PETER GALLAGHER
FORMER CFO0.000.00$0$651,215$38,383
TERRAL GOODE MD
Trustee50.000.00Yes (X)$633,562$0$47,630
ELIZABETH SAVAGE
VP OF HR34.006.00Yes (X)$0$630,687$28,542
JEFFREY LESSAR
FORMER TRUSTEE/PHYSICIAN50.000.00$572,336$0$14,383
THERESA TRIVETTE
Vice President38.002.00Yes (X)$0$531,532$48,509
TROY GLEMBOT MD
Trustee50.000.00Yes (X)$529,909$0$44,696
BRADFORD ROGERS
Vice President38.002.00Yes (X)$511,548$0$43,659
KEVIN SHEPPARD
VP OPS &CLINIC38.002.00Yes (X)$473,593$0$44,806
THOMAS KLUGE
FORMER OFFICER50.000.00$487,725$0$10,683
JOSEPH HASHEM
FORMER TRUSTEE50.000.00$420,355$0$42,985
WALTER SOWERS
Vice President10.0030.00Yes (X)$0$447,130$15,220
MARK BAKER
VP FACILITIES1.0039.00Yes (X)$0$415,771$43,706
William James Zehner
Vice President38.002.00Yes (X)$393,082$0$59,917
Mary Barrick
Vice President10.0030.00Yes (X)$0$412,749$25,537
JAKE MEZA
VP AMBULATORY39.001.00Yes (X)$379,298$0$44,252
GREGORY BYRD MD
Trustee50.000.00Yes (X)$377,484$0$42,133
NELSON T CLARK
VP PRES PMH/SMH39.001.00Yes (X)$374,434$0$44,306
JULIE MIKSIT
VP OPERATIONS38.002.00Yes (X)$388,507$0$24,579
CARLA DALLMAN
VP RISK MGMT10.0030.00Yes (X)$0$367,735$42,183
CHRISTINE LOWMAN
Vice President10.0030.00Yes (X)$0$382,321$13,730
Sharon Rigney
Vice President10.0030.00Yes (X)$0$344,581$43,384
PATRICIA DALY
FORMER TRUSTEE50.000.00$352,721$0$33,899
James Freilich
Vice President39.001.00Yes (X)$334,275$0$37,848
JENNIFER COELLO
VP WMH39.001.00Yes (X)$348,242$0$22,561
Mary Roxer
Vice President10.0030.00Yes (X)$0$317,244$10,581
ANTHONY HAYWOOD
FORMER TRUSTEE50.000.00$289,642$0$36,814
PATRICK IRELAND
FORMER TRUSTEE/PHYSICIAN0.000.00$0$302,662$20,901
MATTHEW POLK
FORMER TRUSTEE50.000.00$279,886$0$40,275
ARTHUR TICKNOR
FORMER TRUSTEE50.000.00$251,879$0$39,445
Sherif Kaiser
Vice President38.002.00Yes (X)$238,139$0$29,503
Heather Sigel
Vice President38.002.00Yes (X)$244,896$0$10,008
FLOYD HEATER
FORMER OFFICER50.000.00$254,227$0$0
PHILLIP GRAYBEAL
FORMER OFFICER50.000.00$234,348$0$8,700
Mary Sas
Vice President38.002.00Yes (X)$218,693$0$22,486
MATT TOOMEY
FORMER VICE PRESIDENT0.000.00$0$233,611$6,240
Susan Lessar
Vice President38.002.00Yes (X)$191,006$0$36,553
KEVIN BARKO
Trustee50.000.00Yes (X)$178,095$0$34,652
PATRICK TURNES
FORMER TRUSTEE50.000.00$168,218$0$19,521
CHRIS TURNBULL
MD STAFF PRES30.002.00Yes (X)$142,950$0$0
TAMMY LANDIS
FORMER SUPERVISOR50.000.00$127,839$0$13,551
Kris Maddalena
Vice President39.001.00Yes (X)$121,686$0$3,688
David Sharbaugh
Vice President39.001.00Yes (X)$106,381$0$11,150
HARRY SMITH
Chairman2.002.00Yes (X)Yes (X)$0$24,000$0
CHAD DANSIE
Trustee2.002.00Yes (X)$0$17,500$0
KATHERINE JOHNSON
Trustee2.002.00Yes (X)$0$12,000$0
JULIA CONNELL
Trustee2.002.00Yes (X)$0$12,000$0
THOMAS WISE
Trustee2.002.00Yes (X)$0$10,144$0
THOMAS GILPIN
Vice Chairman2.002.00Yes (X)Yes (X)$0$10,000$0
MARY BETH PRICE
Secretary2.002.00Yes (X)$0$9,000$0
CLIFTON RUTHERFORD
Trustee2.002.00Yes (X)$0$9,000$0
STEVEN CLUSS
Trustee2.002.00Yes (X)$0$8,000$0
MELODY EATON
Trustee2.002.00Yes (X)$0$8,000$0
MARIE IMOH
Trustee2.002.00Yes (X)$0$8,000$0
JEFF BOEHM
Trustee2.002.00Yes (X)$0$8,000$0
THOMAS LESLIE
Trustee2.002.00Yes (X)$0$6,000$0
Gerald Smith
Trustee2.002.00Yes (X)$0$4,000$0
MICHELLE BIXLER
Trustee2.000.00Yes (X)$0$0$0
DAN ALEXANDER
Trustee2.002.00Yes (X)$0$0$0
JENNA FRENCH
Chairman2.000.00Yes (X)$0$0$0
Glen Bouder
Trustee2.000.00Yes (X)$0$0$0
GREG MERCER
Trustee2.000.00Yes (X)$0$0$0
ETHEL SHOWMAN
Vice President2.000.00Yes (X)Yes (X)$0$0$0
KAREN WHETZEL
Trustee2.000.00Yes (X)$0$0$0
JASON AIKENS
Secretary2.000.00Yes (X)Yes (X)$0$0$0
Lisa Limoges
Trustee2.000.00Yes (X)$0$0$0
BLAKE CURTIS
Chairman2.000.00Yes (X)Yes (X)$0$0$0
Kristen Pence
Trustee2.000.00Yes (X)$0$0$0
CATHERINE DOWLING
Trustee2.000.00Yes (X)$0$0$0
SHANNON GEMMA
Trustee2.000.00Yes (X)$0$0$0
DAVID GUM
Trustee2.000.00Yes (X)$0$0$0
DARLENE KENT
Trustee2.000.00Yes (X)$0$0$0
KIM BLOSSER
Trustee2.000.00Yes (X)$0$0$0
JENNIFER MCDONALD
Trustee2.000.00Yes (X)$0$0$0
Gilleland Megan Turner
Trustee2.000.00Yes (X)$0$0$0
DENNIS MCGLOUGHLIN
Trustee2.000.00Yes (X)$0$0$0
CHARLES MCWILLIAMS
Trustee2.000.00Yes (X)$0$0$0
JOHN POTTER MD
Trustee2.000.00Yes (X)$0$0$0
JOHN SCHROTH
Trustee2.000.00Yes (X)$0$0$0
PATRICIA STROTHER
Trustee2.000.00Yes (X)$0$0$0
TRACY VOSKIKA
VICE CHAIR2.000.00Yes (X)Yes (X)$0$0$0
THOMAS BALL
Trustee2.000.00Yes (X)$0$0$0
PEG GOODYEAR
Trustee2.000.00Yes (X)$0$0$0
BONNIE LANDIS
Trustee2.000.00Yes (X)$0$0$0
JOHN LESINSKI
Trustee2.000.00Yes (X)$0$0$0
LEE MYERS
Trustee2.000.00Yes (X)$0$0$0
REBECCA VAUGHN
Trustee2.000.00Yes (X)$0$0$0
JIM WELLS
Chairman2.000.00Yes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$18,778,989TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$8,643,513TotReportableCompRltdOrgAmt
Total Other Compensation$1,999,086TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K986IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
HEALTHTRUST WORKFORCE
PO BOX 742697ATLANTAGA303742697NURSING SERVICES$27,318,499
WINCHESTER EMERGENCY PHYSICIAN
7 PARKWAY DRIVE SUITE 375PITTSBURGPA15220PHYSICIAN SERVICES$10,468,338
WINCHESTER CARDIOLOGY AND VASCULAR MEDICINE
1870 AMHERST ST SUITE 100 AND 200WINCHESTERVA22601PHYSICIAN SERVICES$22,939,038
SOUND PHYSICIANS
1498 PACIFIC AVENUE SUITE 400TACOMAWA98402PHYSICAN RECRUITMENT$9,196,224
TRIMEDX INC
10510 TWIN LAKES PARKWAYCHARLOTTENC28269MAINTENANCE SERVICES$8,966,418
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K37CntrctRcvdGreaterThan100KCnt
Related Organizations$470,749RelatedOrganizationsAmt
Government Grants$4,012,720GovernmentGrantsAmt
All Other Contributions$239,031AllOtherContributionsAmt
Total Contributions$4,722,500TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ACUTE CARE SERVICES621400$1,082,110,397$1,082,110,397
HOME HEALTH SERVICES621610$11,293,442$11,293,442
PHYSICIAN SERVICES621110$51,556,684$51,556,684
PSYCHIATRIC SERVICES621400$9,398,271$9,398,271
REHABILITATION SERVICES621400$13,823,765$13,823,765

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,458,645TotalRevenueColumnAmt
Related Or Exempt Func Income$6,458,645RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,174,641,204TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,844,338TotalRevenueColumnAmt
Exclusion$11,844,338ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$2,585,957RealAmt
Personal$44,700PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$4,836,424RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$2,250,467RealAmt
Personal$44,700PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,205,767TotalRevenueColumnAmt
Unrelated Business Revenue$44,700UnrelatedBusinessRevenueAmt
Exclusion-$2,250,467ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$11,926,819SecuritiesAmt
Other$2,468,702OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$11,840,991SecuritiesAmt
Other$2,893,977OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$85,828SecuritiesAmt
Other-$425,275OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$339,447TotalRevenueColumnAmt
Related Or Exempt Func Income$85,828RelatedOrExemptFuncIncomeAmt
Exclusion-$425,275ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$4,200GrossSalesOfInventoryAmt
Cost Of Goods Sold$2,935CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,265TotalRevenueColumnAmt
Unrelated Business Revenue$1,265UnrelatedBusinessRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EDUCATION PROGRAMS900099$130,085$130,085
MEDICAL RECORDS/FEES900099$134,853$134,853
REFUNDS,REBATES,DISCOUNTS900099$33,982,015$33,982,015
FieldValueIRS element (for citing)
Other Revenue Total$34,246,953OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,222,911,046TotalRevenueColumnAmt
Related Or Exempt Func Income$1,208,973,985RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$45,965UnrelatedBusinessRevenueAmt
Exclusion$9,168,596ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$6,834,458TotalAmt
Program Services$6,834,458ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$164,436TotalAmt
Program Services$164,436ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$11,786,712TotalAmt
Program Services$2,858,629ProgramServicesAmt
Management And General$8,928,083ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$575,994TotalAmt
Program Services$575,994ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$349,586,192TotalAmt
Program Services$304,351,765ProgramServicesAmt
Management And General$45,234,427ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$10,821,058TotalAmt
Program Services$9,627,974ProgramServicesAmt
Management And General$1,193,084ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$47,326,167TotalAmt
Program Services$41,792,825ProgramServicesAmt
Management And General$5,533,342ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$25,019,391TotalAmt
Program Services$21,886,594ProgramServicesAmt
Management And General$3,132,797ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$122,386,941TotalAmt
Program Services$104,223,442ProgramServicesAmt
Management And General$18,163,499ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$116,033TotalAmt
Program Services$57,161ProgramServicesAmt
Management And General$58,872ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$326,559TotalAmt
Management And General$326,559ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,349,955TotalAmt
Management And General$2,349,955ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$177,335,694TotalAmt
Program Services$152,735,564ProgramServicesAmt
Management And General$24,600,130ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$354,180TotalAmt
Program Services$15,164ProgramServicesAmt
Management And General$339,016ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,428,887TotalAmt
Program Services$2,945,391ProgramServicesAmt
Management And General$3,483,496ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$879,707TotalAmt
Program Services$771,400ProgramServicesAmt
Management And General$108,307ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$12,056,723TotalAmt
Program Services$5,966,245ProgramServicesAmt
Management And General$6,090,478ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,203,983TotalAmt
Program Services$921,517ProgramServicesAmt
Management And General$282,466ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,257,967TotalAmt
Program Services$444,621ProgramServicesAmt
Management And General$813,346ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$14,381,151TotalAmt
Program Services$8,772,502ProgramServicesAmt
Management And General$5,608,649ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$67,867,972TotalAmt
Program Services$41,399,463ProgramServicesAmt
Management And General$26,468,509ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,038,527TotalAmt
Program Services$2,156,965ProgramServicesAmt
Management And General$2,881,562ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
SUPPLIES$163,686,610$153,519,503$10,167,107
BILLING FEES$53,501,001$6,510,445$46,990,556
LICENSE & TAXES$51,355,644$421,873$50,933,771
BAD DEBT EXPENSE$42,032,866$42,032,866

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$25,825,094TotalAmt
Program Services$17,610,595ProgramServicesAmt
Management And General$8,214,499ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,200,499,902TotalAmt
Program Services$928,597,392ProgramServicesAmt
Management And General$271,902,510ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$29,240,612BOYAmt
EOY$44,052,631EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$130,504,983BOYAmt
EOY$140,439,353EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$63,343,891BOYAmt
EOY$2,444,020EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$16,783,481BOYAmt
EOY$17,910,871EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$18,362,187BOYAmt
EOY$16,131,819EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,710,354,820LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$973,883,460LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$721,847,650BOYAmt
EOY$736,471,360EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$333,217,546BOYAmt
EOY$342,846,376EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$292,169,905BOYAmt
EOY$318,670,924EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$3,089,628BOYAmt
EOY$216,820EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$26,969,459BOYAmt
EOY$30,175,836EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,635,529,342BOYAmt
EOY$1,649,360,010EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$105,296,811BOYAmt
EOY$54,987,038EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$89,746BOYAmt
EOY$1,601,937EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$420,970,532BOYAmt
EOY$409,542,397EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$93,290,102BOYAmt
EOY$92,873,031EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$619,647,191BOYAmt
EOY$559,004,403EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$981,825,721BOYAmt
EOY$1,053,286,251EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$34,056,430BOYAmt
EOY$37,069,356EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,015,882,151BOYAmt
EOY$1,090,355,607EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,635,529,342BOYAmt
EOY$1,649,360,010EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$22,411,144ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$62,677,221NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$10,614,909OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocfalseListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (true)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgfalseOperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I: Additional InformationThe following organizations with respective public charity statuses are part of this group return:1. Hampshire Memorial Hospital, Inc. - Hospital2. Winchester Medical Center - Hospital3. Winchester Medical Center Foundation - Supporting organization4. Shenandoah Memorial Hospital - Hospital5. Shenandoah Memorial Hospital Foundation - Supporting organization6. Surgi-Center of Winchester, Inc. - Health Services Organization7. Warren Memorial Hospital - Hospital8. Warren Memorial Hospital Foundation - Supporting organization9. Valley Physician Enterprises, Inc. - Health Services Organization10. War Memorial Hospital, Inc. - Hospital11. Page Memorial Hospital - Hospital12. East Mountain Health Advantage, Inc. - Health Services Organization13. East Mountain Health, LLC - Health Services Organization14. Valley Partners, LLC - Health Services Organization
Part I, Line 12f: Supported Org Not Named in Organizing Documents
Part IV, Section A, Line 1: Description Of How Supported Organizations Are DesigatedThe governing document identifies supporting organizations by a charitable class covering organizations that can promote health in the community. The supported organizations have had a relationship with East Mountain Health Advantage, Inc. since their inception. The basis of that relationship forms the mission of the health system overall to fulfill community needs.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Form4720 Filed Section4955 TaxfalseForm4720FiledSection4955TaxInd
Correction MadefalseCorrectionMadeInd
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsYes (true)GrantsOtherOrganizationsInd
Grants Other Organizations$31,145GrantsOtherOrganizationsAmt
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$31,145TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind
Form4720 Filed4912 TaxfalseForm4720Filed4912TaxInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part II-B, Line 1i - Other Activities DescriptionThe organization pays dues to the American Hospital Association and West Virginia Healthcare Association. A portion of those dues are allocated to lobbying.
Part IV - Additional Information

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee EtcYes (true)AgentTrusteeEtcInd
Beginning Balance$5,988BeginningBalanceAmt
Additions During Year$873AdditionsDuringYearAmt
Distributions During Year$1,293DistributionsDuringYearAmt
Ending Balance$5,568EndingBalanceAmt
Incl Escrow Custodial Acct LiabfalseInclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$34,400,814BeginningYearBalanceAmt
Contributions$1,161,334ContributionsAmt
Investment Earnings Or Losses$4,472,913InvestmentEarningsOrLossesAmt
Other Expenditures$931,760OtherExpendituresAmt
End Year Balance$39,103,301EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$37,431,076BeginningYearBalanceAmt
Contributions$1,059,228ContributionsAmt
Investment Earnings Or Losses-$3,547,222InvestmentEarningsOrLossesAmt
Other Expenditures$542,268OtherExpendituresAmt
End Year Balance$34,400,814EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$36,305,469BeginningYearBalanceAmt
Contributions$1,125,334ContributionsAmt
Investment Earnings Or Losses$2,768,636InvestmentEarningsOrLossesAmt
Other Expenditures$2,768,363OtherExpendituresAmt
End Year Balance$37,431,076EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$31,077,126BeginningYearBalanceAmt
Contributions$2,768,787ContributionsAmt
Investment Earnings Or Losses$2,908,797InvestmentEarningsOrLossesAmt
Other Expenditures$449,241OtherExpendituresAmt
End Year Balance$36,305,469EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,890,073BeginningYearBalanceAmt
Contributions$2,370,260ContributionsAmt
Investment Earnings Or Losses$3,714,141InvestmentEarningsOrLossesAmt
Other Expenditures$897,348OtherExpendituresAmt
End Year Balance$31,077,126EndYearBalanceAmt
FieldValueIRS element (for citing)
Term Endowment Balance EOY1.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$29,868,206OtherCostOrOtherBasisAmt
Book Value$29,868,206BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,046,056,307OtherCostOrOtherBasisAmt
Depreciation$501,568,162DepreciationAmt
Book Value$544,488,145BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,085,229OtherCostOrOtherBasisAmt
Depreciation$10,646,843DepreciationAmt
Book Value$2,438,386BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$567,855,378OtherCostOrOtherBasisAmt
Depreciation$421,194,223DepreciationAmt
Book Value$146,661,155BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$53,489,700OtherCostOrOtherBasisAmt
Depreciation$40,474,232DepreciationAmt
Book Value$13,015,468BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$736,471,360TotalBookValueLandBuildingsAmt
Total Book Value Securities$318,670,924TotalBookValueSecuritiesAmt

Invst Program Related Org InvstProgramRelatedOrgGrp

FieldValueIRS element (for citing)
DescJOINT VENTUREDesc
Book Value$216,820BookValueAmt
Method ValuationCMethodValuationCd

Other Liabilities Org OtherLiabilitiesOrgGrp (11 entries)

DescDescAmtAmt
ACCRUED PENSION$38,646,314
AR HB CREDIT BALANCE LIABILITY$1,494,065
ATTENDING FACULTY PLAN FUND$16,933,701
CAPITAL LEASE LIABILITY$7,853,880
DEFERRED RENT LEASE LIABILITY-$806
EMPLOYEE BONUS ACCRUAL$6,370,887
EXEC DEF COMP LIABILITY$54,350
MEDICAL MALPRACTICE LIABILITY$572,923
ML SWAP MARK TO MKT -BONDS$11,730,180
OPERATING LEASE LIABILITY$9,255,675
REAGENT DIFF-$38,138
FieldValueIRS element (for citing)
Total Liability$92,873,031TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part IV, Line 1b: Why is organization an agent, trustee, custodian or other intermediary for contribVALLEY HEALTH MANAGES CUSTODIAL ACCOUNTS FOR PATIENTS TREATED IN THE LONG TERM CARE FACILITY TO COVER INCIDENTAL EXPENSES. THESE MONIES ARE CONSIDERED OWNED BY THE PATIENT AND ARE NOT INCLUDED IN THE BALANCE SHEET.
Part V, Line 4: Intended uses of the endowment fund.ENDOWMENT FUNDS WILL BE USED TO PURCHASE CAPITAL EQUIPMENT AND FUND OTHER PROJECTS WHICH ARE INTENDED TO IMPROVE HEALTH DELIVERY AT WINCHESTER MEDICAL CENTER, WARREN MEMORIAL HOSPITAL, PAGE MEMORIAL HOSPITAL, HAMPSHIRE MEMORIAL HOSPITAL, WAR MEMORIAL HOSPITAL AND SHENANDOAH MEMORIAL HOSPITAL. FUNDS WILL BE USED IN ACCORDANCE WITH THE WISHES OF THE DONOR PER THE GOVERNING DOCUMENTS OF THE GIFT.
Part X : FIN48 FootnoteMANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS.

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (true)FinancialAssistancePolicyInd
Written PolicyYes (true)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (true)FPGReferenceFreeCareInd
Percent200Yes (X)Percent200Ind
FPG Reference Discounted CareYes (true)FPGReferenceDiscountedCareInd
Percent300Yes (X)Percent300Ind
Free Care Medically IndigentYes (true)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (true)FinancialAssistanceBudgetInd
Expenses Exceed BudgetfalseExpensesExceedBudgetInd
Unable To Provide CarefalseUnableToProvideCareInd
Annual Community Bnft ReportYes (true)AnnualCommunityBnftReportInd
Report Publically AvailableYes (true)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Activities Or Programs7ActivitiesOrProgramsCnt
Persons Served1491PersonsServedCnt
Total Community Benefit Expns$8,542,507TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$8,542,507NetCommunityBenefitExpnsAmt
Total Expense0.00710TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Activities Or Programs14ActivitiesOrProgramsCnt
Persons Served34987PersonsServedCnt
Total Community Benefit Expns$167,026,526TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$96,564,187DirectOffsettingRevenueAmt
Net Community Benefit Expns$70,462,339NetCommunityBenefitExpnsAmt
Total Expense0.05870TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Activities Or Programs21ActivitiesOrProgramsCnt
Persons Served36478PersonsServedCnt
Total Community Benefit Expns$175,569,033TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$96,564,187DirectOffsettingRevenueAmt
Net Community Benefit Expns$79,004,846NetCommunityBenefitExpnsAmt
Total Expense0.06580TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs1722ActivitiesOrProgramsCnt
Persons Served268975PersonsServedCnt
Total Community Benefit Expns$5,278,841TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$13,262DirectOffsettingRevenueAmt
Net Community Benefit Expns$5,265,579NetCommunityBenefitExpnsAmt
Total Expense0.00440TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Activities Or Programs1666ActivitiesOrProgramsCnt
Persons Served1642PersonsServedCnt
Total Community Benefit Expns$15,333,038TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$118,492DirectOffsettingRevenueAmt
Net Community Benefit Expns$15,214,546NetCommunityBenefitExpnsAmt
Total Expense0.01270TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Persons Served390PersonsServedCnt
Total Community Benefit Expns$8,926,451TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$2,516,266DirectOffsettingRevenueAmt
Net Community Benefit Expns$6,410,185NetCommunityBenefitExpnsAmt
Total Expense0.00530TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Activities Or Programs878ActivitiesOrProgramsCnt
Persons Served2131PersonsServedCnt
Total Community Benefit Expns$1,392,688TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$13,674DirectOffsettingRevenueAmt
Net Community Benefit Expns$1,379,014NetCommunityBenefitExpnsAmt
Total Expense0.00110TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs4267ActivitiesOrProgramsCnt
Persons Served273138PersonsServedCnt
Total Community Benefit Expns$30,931,018TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$2,661,694DirectOffsettingRevenueAmt
Net Community Benefit Expns$28,269,324NetCommunityBenefitExpnsAmt
Total Expense0.02350TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs4288ActivitiesOrProgramsCnt
Persons Served309616PersonsServedCnt
Total Community Benefit Expns$206,500,051TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$99,225,881DirectOffsettingRevenueAmt
Net Community Benefit Expns$107,274,170NetCommunityBenefitExpnsAmt
Total Expense0.08930TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Activities Or Programs22ActivitiesOrProgramsCnt
Persons Served2379PersonsServedCnt
Total Community Benefit Expns$48,237TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$48,237NetCommunityBenefitExpnsAmt

Coalition Building CoalitionBuildingGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Persons Served50PersonsServedCnt
Total Community Benefit Expns$716TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$716NetCommunityBenefitExpnsAmt
Total Expense0.00001TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs23ActivitiesOrProgramsCnt
Persons Served2429PersonsServedCnt
Total Community Benefit Expns$48,953TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$48,953NetCommunityBenefitExpnsAmt
Total Expense0.00001TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (true)BadDebtExpenseReportedInd
Bad Debt Expense$44,402,000BadDebtExpenseAmt
Reimbursed By Medicare$447,568,093ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$494,184,795CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$46,616,702MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (true)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (true)FinancialAssistancePrvsnInd
Hospital Facilities6HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp (6 entries)

FacilityFacilityNumAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdWebsite AddressWebsiteAddressTxtState LicenseStateLicenseNumLicensed HospitalLicensedHospitalIndGeneral Medical And SurgicalGeneralMedicalAndSurgicalIndTeaching HospitalTeachingHospitalIndEmergency Room24 HrsEmergencyRoom24HrsIndOtherOtherDescFacility Reporting GroupFacilityReportingGroupCdCritical Access HospitalCriticalAccessHospitalInd
WINCHESTER MEDICAL CENTER
11840 AMHERT STREETWINCHESTERVA22601WWW.VALLEYHEALTHLINK.COMH1916Yes (X)Yes (X)Yes (X)Yes (X)EIN 54-0505979A
WARREN MEMORIAL HOSPITAL
21000 SHENANDOAH AVENUEFRONT ROYALVA22630WWW.VALLEYHEALTHLINK.COMH1913Yes (X)Yes (X)Yes (X)Yes (X)EIN 54-0488103A
SHENANDOAH MEMORIAL HOSPITAL
3759 S MAIN STREETWOODSTOCKVA22644WWW.VALLEYHEALTHLINK.COMH1900Yes (X)Yes (X)Yes (X)EIN 54-0490687AYes (X)
PAGE MEMORIAL HOSPITAL
4200 MEMORIAL DRIVELURAYVA22835WWW.VALLEYHEALTHLINK.COMH1926Yes (X)Yes (X)Yes (X)EIN 54-0551200AYes (X)
HAMPSHIRE MEMORIAL HOSPITALIN
5363 SUNRISE BLVDROMNEYWV26757WWW.VALLEYHEALTHLINK.COM69Yes (X)Yes (X)Yes (X)EIN 20-8241398AYes (X)
WAR MEMORIAL HOSPITAL INC
61 HEALTHY WAYBERKELEY SPRINGSWV25411WWW.VALLEYHEALTHLINK.COM60Yes (X)Yes (X)Yes (X)EIN 80-0407200AYes (X)

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

FieldValueIRS element (for citing)
First Licensed CY Or PYfalseFirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PYfalseTaxExemptHospitalCYOrPYInd
CHNA ConductedYes (true)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Prior CHNA ImpactYes (X)PriorCHNAImpactInd
CHNA Conducted22CHNAConductedYr
Take Into Account Others InputYes (true)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (true)CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsfalseCHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (true)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLSee supplemental info Part VOwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Rpt Available Thru Other MethodYes (X)RptAvailableThruOtherMethodInd
Implementation Strategy AdoptYes (true)ImplementationStrategyAdoptInd
Implementation Strategy Adpt22ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (true)StrategyPostedWebsiteInd
Strategy Website URLSee Part VIStrategyWebsiteURLTxt
Strategy AttachedfalseStrategyAttachedInd
Organization Incur Excise TaxfalseOrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (true)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care200.0000FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care300.0000FPGFamilyIncmLmtDscntCarePct
Income Level CriteriaYes (X)IncomeLevelCriteriaInd
Residency CriteriaYes (X)ResidencyCriteriaInd
Other CriteriaYes (X)OtherCriteriaInd
Explained BasisYes (true)ExplainedBasisInd
App Financial Asst ExplnYes (true)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Includes Publicity MeasuresYes (true)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLSee Part VFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLSee Part VFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLSee Part VFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
Other PublicityYes (X)OtherPublicityInd
FAP Actions On NonpaymentYes (true)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection ActivitiesfalseCollectionActivitiesInd
Provided Written NoticeYes (X)ProvidedWrittenNoticeInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Made Presumptive Elig DetermYes (X)MadePresumptiveEligDetermInd
Other Actions TakenYes (X)OtherActionsTakenInd
Nondis Emergency Care PolicyYes (true)NondisEmergencyCarePolicyInd
Look Back Medicare PrivateYes (X)LookBackMedicarePrivateInd
Amounts Generally BilledfalseAmountsGenerallyBilledInd
Gross ChargesfalseGrossChargesInd

Supplemental Information SupplementalInformationGrp (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Facility: - Part V, Section B, Line 5Input from persons representing the broad interests of the community, community organizations, local businesses and civic organizations was taken into account via community response sessions, paper/online surveys and individual/group interviews.
Facility: - Part V, Section B, Line 6aValley Health is comprised of six hospitals, Winchester Medical Center, Shenandoah Memorial Hospital, Warren Memorial Hospital, Page Memorial Hospital, Hampshire Memorial Hospital and War Memorial Hospital. Each hospital has its own assessment and then an overall assessment for Valley Health was produced.
Facility: - Part V, Section B, Line 7dhttps://www.valleyhealthlink.com/About-Us/our-community-commitment/community-health-needs/Community presentations were given in the central, northern and southern regions to various organizations.
Facility: - Part V, Section B, Line 11Historically, Valley Health System (VHS) has used a number of methods to collect relevant data/information on the health needs of the communities it serves. In developing the system report, VHS surveys patients, holds focus groups, explores state and federal health outcomes databases, and reviews internally-generated patient record and billing data. These initiatives have helped to identify pressing geographic and demographic health needs.VHS continues to monitor the needs of the community by conducting a Community Health Needs Assessment (CHNA). VHS has conducted a needs assessment in 2010, 2013, 2016, 2019, and in 2022. From the CHNA reports that were created for each of the six hospitals, an implementation strategy plan was created. The implementation strategies describes how each of the hospitals plans to address significant community health needs in 2023 through 2026. These needs were identified in the 2022 CHNA reports published and made widely available to the public on January 2023.The 2022 CHNA and the implementation strategies were undertaken to identify and address significant community health needs based upon the mission of VHS and in accordance with proposed Internal Revenue Service (IRS) regulations pursuant to the Patient Protection and Affordable Care Act of 2010. Each of the strategies distinguishes the top items identified by the community and which will be addressed by the hospital and those that will not be addressed at this time and the reason why.The Implementation Strategy Plan will address the following identified needs:1. Health Behaviors & Chronic Disease: Chronic diseases are typically conditions that last one year or more and require ongoing medical treatment or limit activities of daily living or both. Chronic diseases are leading drivers of health care costs and are some of the leading causes of death and disability in the United States. A lack of physical activity is a contributing factor to being overweight and obese, and is connected to a wide range of health problems and chronic diseases among all age groups. The co-occurring health problems and diseases include high cholesterol, hypertension, diabetes, heart disease, stroke, some cancers, and more. 2. Mental Health & Substance Abuse: Mental health includes both mental health conditions and behavioral problems. Poor mental health can cause negative outcomes for both those suffering and the people around them. It can impact childrens ability to learn in school and adults ability to be productive in the workplace and provide a stable and nurturing environment for their families. Poor mental or behavioral health frequently contributes to or exacerbates problems with physical health and illness. Substance abuse includes the use of illicit substances; misuse of legal over-the-counter and prescription medications; and abuse of alcohol and tobacco. Substance abuse affects not only substance abusers, but those around them; negatively impacting health, safety and risky behaviors, including violence and crime, adult productivity, students ability to learn, and families ability to function. 3. Access to Primary, Preventive & Clinical Care: Access to care services through a doctors or dentists office, clinic or other appropriate provider is an important element of a communitys health care system. Access to health care services is vital to the health of the communitys residents. The ability to access care is influenced by many factors including insurance coverage and the ability to afford services, the availability and location of health care providers, understanding where to find services when needed, and reliable personal or public transportation. Place-based solutions bring care to the patient either near or where they reside. 4. Social & Economic Factors: Income levels, employment and economic self-sufficiency are all considered social determinants of health and correlate with the prevalence of a range of health problems. People with lower incomes or who are unemployed and underemployed are less likely to have health insurance and are less able to afford out of pocket health care and housing related expenses. Lower income is associated with increased difficulties such as securing reliable transportation for medical care or the ability to purchase an adequate quantity of healthy, fresh food on a regular basis.No healthcare organization can address all of the health needs present in its community. Valley Health and each of its hospitals are committed to serving the community by adhering to its mission, focusing on core competencies, and using limited resources strategically in order to continue to provide a range of important health care services and community benefits. To have the greatest impact on the health and wellbeing of the community, Valley Health will be directing its limited resources to the prioritized community health needs. As a Critical Access Hospital, Hampshire Memorial Hospital is not ideally suited to be the lead organization in addressing these needs. The hospital does not have services or specific expertise in these areas and is directing its limited resources to other identified significant community health needs.As a Critical Access Hospital, War Memorial Hospital is not ideally suited to be the lead organization in addressing these needs. The hospital does not have services or specific expertise in these areas and is directing its limited resources to other identified significant community health needs.As a Critical Access Hospital, Shenandoah Memorial Hospital does not provide obstetric services. However, Valley Health does provide obstetric services at Winchester Medical Center, Winchester Virginia. In addition, Valley Health affiliated physician practices provide prenatal care in Woodstock, Virginia, in the SMH primary service area, and Luray and Front Royal in the hospital's secondary service area.As a Critical Access Acute Care Hospital, Page Memorial Hospital is not ideally suited to be the lead organization in addressing environmental concerns, cancer health outcomes or maternal and child health. The hospital does not have services or specific expertise in these areas and is directing its limited resources to other identified significant community health needs. As an Acute Care Hospital, Warren Memorial Hospital is not ideally suited to be the lead organization in physical environment concerns, maternal and child health and health outcomes. The hospital does not have services or specific expertise in these areas and is directing its limited resources to other identified significant community health needs. As an Acute Care Hospital, Winchester Medical Center is not ideally suited to be the lead organization in these needs in the community. The hospital does not have services or specific expertise in these areas, and is directing its limited resources to other identified significant community health needs. Nonetheless, the hospital intends to provide financial support to Northern Shenandoah Valley Housing Coalition, Dental Clinic of Northern Shenandoah Valley, Sinclair Health Clinic, Good Samaritan Clinic, St. Luke Free Clinic, and Shenandoah Community Clinic.The Implementation Strategy Plan will not address the following identified needs: 1. Physical Environment: The physical environment is where individuals live and work. People interact with their physical environment every day through the air they breathe, water they drink, houses they live in, and the transportation they access. Poor physical environment can affect our ability to live long and healthy lives. Physical environment includes looking at the safety of the air and water for a community as well as examining the available transportation and housing burdens, lack of plumbing, internet, and long commutes to work. 2. Health Outcomes: Each year over a million people are diagnosed with cancer and the cost of cancer care continues to rise. Some cancers are preventable and there are steps that can be taken to improve the quality of life for cancer survivors and detect cancers in the early and treatable phase. Some risk factors can be reduced to prevent certain types of cancer. Smoking, exposure to the sun and tanning beds, obesity, and excessive alcohol use are all examples of risk factors, which put a person at high risk for developing cancer. Premature death is a long-term health outcome, the effects on which might not be realized until years after a program or policy is implemented. Motor vehicle crashes are one of the leading causes of death in the United States and the lifetime economic costs can be enormous. 3. Maternal and Child Health: Maternal and child health indicators, including teen pregnancy and infant mortality, should be considered when evaluating the health of a community. The rate of teen pregnancy is an important health statistic in any community for reasons that include concerns for the health of the mother and child, the financial and emotional abilit
Facility: - Part V, Section B, Line 13bThere is a catastrophic financial assistance if income is between 301-500% of FPG and medical bills are more than $25,000. Pt liability would be limited to 30% of income or AGB, whichever is less. Limited to patients in primary and secondary service areas.
Facility: - Part V, Section B, Line 13hCertain elective surgeries are excluded, e.g. cosmetic surgery.
Facility: - Part V, Section B, Line 16jFinancial Assistance Policy, Financial Assistance Policy Application and plain language summary are available at the website https://www.valleyhealthlink.com/patients-visitors/for-patients/billing-information/financial-assistance/Additionally the FAP is advertised annually in the local newspaper and the policy is distributed to local community organizations that work with individuals that may be eligible for assistance.Website link of Community Health Needs Assessment implementation strategyhttps://www.valleyhealthlink.com/about-us/our-community-commitment/community-health-needs/
Facility: - Part V, Section B, Line 20eValley Health documents determination of whether a patient is eligible for financial assistance if the patient applies for financial assistance. If the patient never applies, there is no effort to determine whether the patient is eligible. The financial assistance policy is posted on the website, various areas throughout the hospital, including ED and registration areas. A notice of financial assistance availability and method to contact Valley Health financial counselors for assistance in applying for financial assistance is printed on all routine monthly billing statements.

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
VALLEY PHYSICIAN ENTERPRISE INC
220 CAMPUS BLVDWINCHESTERVA22601PHYSICIAN PRACTICES
SURGI CENTER OF WINCHESTER INC
1840 AMHERST STREETWINCHESTERVA22601AMBULATORY SURGICAL CLINIC
EAST MOUNTAIN HEALTH LLC
68 HERITAGE CIRCLEROMNEYWV26757WELLNESS CENTER

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 3c - Charity Care Eligibility Criteria (FPG Is Not Used)The eligibility criteria for financial assistance are federal poverty guidelines (FPG)(with FPG family income limit for eligibility for free care of 200% and FPG family income limit for eligibility for discounted care of 300%), income level other than FPG and residency. Certain elective surgeries are excluded - e.g. cosmetic surgery
Part I, Line 6a - Related Organization Community Benefit ReportYes, Valley Health (VH) has prepared a related organization annual community benefit report for the last fourteen years. In addition to developing its own community benefits report, VH has voluntarily provided its annual community benefits data to the Virginia Hospital and Healthcare Association in each of the last fourteen years (2008-2022).
Part III, Line 2 - Methodology Used To Estimate Bad Debt ExpenseBad debt expense is at cost. Cost to charge ratio applied to gross bad debt revenue to arrive at bad debt expense at cost.
Part III, Line 4 - Bad Debt ExpenseIn evaluating the collectability of accounts receivable, VH analyzes its past history and identifies trends for each of its major payor sources of revenue to estimate the appropriate allowance for doubtful accounts and provision for bad debts. The allowance is based upon a review of the outstanding balances aged by financial class. Management uses collection percentages based upon historical collection experience to determine collectibility. Management also reviews troubled, aged accounts to determine collection potential. For receivables associated with self-pay patients (which includes both patients without insurance and patients with deductible and copayment balances due for which third-party coverage exists for part of the bill), VHS records a significant provision for bad debts in the period of service on the basis of its past experience, which indicates that many patients are unable or unwilling to pay the portion of their bill for which they are financially responsible. The difference between the standard rates (or the discounted rates if negotiated) and the amounts actually collected after all reasonable collection efforts have been exhausted is charged off against the allowance for doubtful accounts. Recoveries of accounts previously written off are recorded as a reduction to bad debt expense when received.
Part III, Line 8 - Explanation Of Shortfall As Community BenefitThe organization does not treat any medicare shortfall as community benefit. The amounts are taken directly from the Medicare Cost Reports as filed using a cost to charge ratio method.
Part III, Line 9b - Provisions On Collection Practices For Qualified PatientsThroughout the collection process, Valley Health (VH) solicits information to determine if patients may qualify for charity or discounted assistance. Special attention is paid to patients who have qualified for charity assistance in the past six (6) months and/or have qualified at another facility within VH. For example, a patient who qualified within six months would not be required to submit an application or documentation to support assistance for the latest episode of care. Another example is a current patient would not be required to submit an application or documentation to support assistance if that documentation was on file from another VH hospital.
Part VI, Line 2 - Needs AssessmentCommunity health needs were identified by collecting and analyzing data and information from multiple quantitative and qualitative sources. Considering information from a variety of sources is important when assessing community health needs, to ensure the assessment captures a wide range of facts and perspectives and to assist in identifying the highest-priority health needs.Statistics for numerous health status, health care access, and related indicators were analyzed, including from local, state, and federal public agencies, community service organizations in the WMC community, and from Valley Health. Comparisons to benchmarks were made where possible. Details from these quantitative data are presented in the report's body, followed by a review of the principal findings of health assessments conducted by other organizations in the community in recent years.Input from persons representing the broad interests of the community were taken into account via: interviews with 172 key informants; a community health survey with 1,851 respondents with 95 additional low-income population interviews collected; and three community response sessions comprised of 25+ additional community stakeholders where preliminary findings were discussed. Interviews and community response sessions included: individuals with special knowledge of, or expertise in, public health; local and state health and other departments, and agencies with current data or information about the health needs of the community; and leaders, representing the medically underserved, low-income, and minority populations, and populations with chronic disease needs. Feedback from community response session participants helped validate findings and prioritize identified health needs.Health care needs assessments seek to identify the most significant health care needs for particular geographic areas or populations. Accordingly, the following topics and data frequently are assessed: 1.Demographics (trends, comparisons, pockets of vulnerable people); 2.Economic issues (unique characteristics, strengths and weaknesses, impacts of state budget cuts); 3.Education issues; 4.Family issues (child care, family violence); 5.Community issues (homelessness, housing, environmental concerns, transportation and traffic, crime, availability of social services); 6.Health status indicators such as: 7.Morbidity rates for various diseases and conditions; and 8.Mortality rates (leading causes of death); 9.Health access indicators (e.g., uninsurance rates, ambulatory care sensitive discharges,use of emergency rooms for non-emergent care) 10.Health disparities indicators, as available; and 11.Delivery system capacity and characteristics. Valley Health defined the geographic areas (communities) to be assessed. The assessments focused on zip codes in each hospital's service area that fall within the 14-county region identified as Valley Health's core service area. In the report, counties and zip codes generally are presented in alphabetical or numerical order. However, these areas may be arranged differently to facilitate drawing conclusions from the data presented. Principal data sets for the quantitative analyses include: 1.Demographic data provided from the US Census Bureau and Weldon Cooper to University of Virginia Weldon Cooper Center for Public Service; 2.Hospital discharge data for Virginia and West Virginia provided by Valley Health System; 3.Health status and access indicators available from the Community Health Status Indicators Project, County Health Rankings, and several other sources; 4.Additional internal data from Valley Health. Identifying the most significant health care needs involves benchmarking and trend analysis. Accordingly, statistics for several health status and health access indicators were analyzed and compared to state-wide and national benchmarks or goals. The assessment considers multiple data sources, including indicators from state and federal agencies. Multiple data sources and stakeholder views are important to assessing the level of consensus that exists regarding community health care needs that represent potential priorities for programmatic response. The assessment also quantified and analyzed ambulatory care sensitive (ACS) discharges. The ACS discharges methodology quantifies inpatient admissions for diabetes, perforated appendixes, chronic obstructive pulmonary disease, hypertension, congestive heart failure, dehydration, bacterial pneumonia, urinary tract infection, asthma, and other conditions that, in theory, could have been prevented if adequate ambulatory care resources were available and accessed by consumers. Findings from the ACS analysis are presented at the county, zip code, and Valley Health hospital-level of detail. The methodologies for quantifying ACS discharges have been well-tested for more than a decade. Disproportionately large numbers of ACS discharges indicate potential problems with the availability or accessibility of ambulatory (primary) care services. The Agency for Healthcare Research and Quality, part of the US Department of Health and Human Services, publishes software and methodologies for assessing ACS discharges. The AHRQ software was applied to analyze the prevalence of ACS discharges in geographic areas served by Valley Health and in each of the hospitals. The ACS analysis provides a single indicator of potential health status, access, and other problems - allowing comparisons to be made reliably across geographic areas and hospitals. This analysis also allows demonstrating a possible "return on investment" from interventions that reduce admissions (for example, for uninsured or Medicaid patients) that could have been prevented through better access to ambulatory care resources.
Part VI, Line 3 - Patient Education of Eligibility for AssistanceValley Health (VH) rigorously applies the criteria set forth in Code of Virginia 32.1-137.01 regarding informing and educating patient regarding charity assistance opportunities and eligibility. This criteria is applied at all facilities:1. Posting of policies regarding free and discounted care in conspicuous, public areas of our facilities.2. Providing/having a handout of the eligibility criteria and procedures for applying for assistance at the point of service or admission.3. Notifying patients of the availability of assistance through messages on our billing statements.4. Policy and eligibility statements and associated application(s) are available on the VHS public web site (www.valleyhealthlink.com).5. Financial packets are available at the point of admission and through financial counselors located throughout our facilities. 6. VH Financial counselors are available by phone, e-mail, and due to COVID restrictions, limited in person at each VH facility to answer patient questions and assist patients in completing the Financial Assistance Application, as well as to assist in connecting patients with other community assistance programs to help afford the cost of their healthcare.
Part VI, Line 4 - Community InformationValley Health (VH) serves an eighteen (18) county area of Virginia, West Virginia and Maryland and two independent cities in Virginia. The total coverage area is approximately 6,766 square miles. (Square miles are in parentheses as follows). In the northern Shenandoah Valley of Virginia, VHS provides services to patients residing in Frederick (415), Clarke (177), Warren (214), Shenandoah (512), Page (311), Rappahannock (267), Fauquier (650) and Loudoun (520) counties and the independent cities of Winchester (9) and Harrisonburg (18). In the greater eastern panhandle of West Virginia, VH provides services to patients residing in Jefferson (210), Berkeley (321), Morgan (229), Hampshire (642), Hardy (583), Grant (477) and Mineral (328) Counties. In Maryland, VHS facilities provide services for those residing in Washington (458) and Allegany (425) Counties. With the exception of several large population centers (Winchester, Harrisonburg and a major segment of Loudoun County, VA and Martinsburg, WV), the majority of the service area population resides in a rural-dominated environment.VH has designated three service areas a primary, a secondary and a tertiary service area in which it provides healthcare services, or transportation to services. The primary service area consists of the City of Winchester, Frederick, Clarke, Warren, Shenandoah, Page, Rappahannock Counties of Virginia, and Hampshire, Hardy and Morgan Counties of WV. The secondary service area consists of Jefferson, Berkeley, Grant and Mineral Counties of West Virginia. The tertiary service area consists of Loudoun, Fauquier and Rockingham Counties and Harrisonburg City in Virginia, and Washington and Allegany Counties of Maryland.The total estimated population for both the primary and secondary service area is 530,319. The total estimated population of the primary service area in 2022 was 307,756. The total estimated population of the secondary service area in 2022 was 222,563. The primary service area is projected to grow 1.9% by 2027. The secondary service area is projected to grow 4.6% by 2027.Since VHs service area is predominantly rural, many of the counties are designated as primary care, dental and/or mental health health professional shortage areas (HPSAs) and/or Medically Underserved Area/Populations by the federal government. VHS provides a wide range of clinical services to the communities it serves through a full network of acute care hospitals (including four critical access hospitals), rural health clinics and other support programs. VHS provides patient access to progressive diagnostic and technologically advanced clinical services to the residents of the regions served.
Part VI, Line 5 - Promotion of Community HealthValley Health (VH) is an active corporate citizen within its service area, engaging in a variety of Community Building Activities every year including coalition building, community health improvement advocacy, community support, economic development, physical improvements and housing and workforce development programs. VHs Community Building Activities include supporting over 100 not for profit organizations, civic groups, and partnership initiatives committed to improving access to healthcare, youth mentoring, aging safely in place, and dying with dignity. Activities include but are not limited to the following: - United Way Day of Caring - Page Free Clinic Board Leadership - Project Search - Massanutten Military Academy Career Day - Shenandoah County Chamber Leadership dayAlthough many of its Community Building Activities do not provide any form of direct patient care, they provide significant indirect community benefit. VH is the largest employer in its service area, with the largest proportion of skilled workers. As a result, it has an extensive economic impact on the communities where its employees live and work. VH is committed to being an engaged, dependable corporate citizen. Sometimes, this means engaging the community in ways other than the direct provision of healthcare services. The Community Building Activities that VH engages in have tangible benefits to the communities served.
Part VI, Line 6 - Affilated Health Care SystemValley Health System (VHS) is a not-for-profit healthcare system headquartered in Winchester, Virginia, serving a population of 500,000+ in an 14-county region of northwest Virginia, the Eastern Panhandle of West Virginia and Western Maryland. Valley Health System includes six acute care hospitals (four of them federally-designated Critical Access Hospitals), a Nationally Accredited Cancer Center, 6 Wellness and Fitness Centers, Primary Care locations, over 850 physicians and advanced practice clinicians. The system has a total of 620 licensed inpatient beds and 6,000+ employees. VH entities have long, strong roots in their communities and contribute significantly to the health of their residents, offering clinical intervention, education, in-kind services and financial support. With our mission of Serving our community by improving health, the organization embraces well-care as seriously as sick-care. Wellness and fitness facilities and programs in each of our six hospital communities offer a continuity of care following outpatient rehabilitation, as well as a friendly, accessible place to maintain fitness. We organize and participate in a variety of community health and safety events throughout our service area, offering free health screenings, prevention and disease management education. Valley Health Heart Attack Risk Program screenings offer an easy check of key cardiac risk factors. Patient education and community programs help demystify the management of diabetes, COPD, asthma, obesity and more. We are actively partnering with regional law enforcement, the courts, and addiction professionals to address the alarming increase in opiate and heroin addiction and death. We provide substantial direct and in-kind support to free clinics in Winchester, Front Royal, Woodstock and Luray, VA and Martinsburg, WV.Valley Health has also invested in creating a technologically advanced, clinically progressive environment to ensure our region has an adequate supply of healthcare providers in the future. Our initiatives to help educate and recruit talented health care providers begin with programs in the regions middle and high schools and extend to partnerships in nursing and allied health with dozens of area colleges. The Shenandoah Valley Family Practice Residency Program, an accredited three-year residency with Medical College of Virginia/Virginia Commonwealth University School of Medicine, prepares new family physicians in office and hospital practice in Front Royal and Winchester. Surgical residents from the VCU School of Medicine (and beyond) complete rotations at Winchester Medical Center.
Part VI, Line 7 - States Filing of Community Benefit ReportVA WV
Part VI - Additional InformationValley Health (VH) has affiliated hospitals located in Virginia and West Virginia. In the last fourteen years, 2008 - 2022 (including this years filing-2022), VH has voluntarily participated in the statewide Virginia Hospital and Healthcare Associations Annual Community Benefit Survey by providing all relevant community benefit data for its Virginia-affiliated hospitals. Although the State of West Virginia does require certain financial data to be submitted annually, there is no known requirement to provide specific community benefit-related data to the State of West Virginia or the West Virginia Hospital Association.Schedule H Part 1 Line 7 Cost to charge ratio method is used based on worksheet 2 in the instructions. Total operating expense is divided by Total Gross Revenue (Schedule C Medicare Cost Report) to arrive at the cost to charge ratio.Schedule H Part 1 Line 7 A https://www.valleyhealthlink.com/about-us/our-community-commitment/community-health-needs/Schedule H Part 1 Line 7 G Subsidized health services loss calculated based on worksheet 6 in the instructions. Inpatient psychiatric services financial loss is measure after removing losses associated with bad debt, charity and Medicaid.Schedule H Part 1 Column 7 FThe bad debt expense included on Form 990, Part IX, Line 25(A), but subtracted for purposes of calculating the percentage in this column is $42,032,866.Part V Question 10ahttps://www.valleyhealthlink.com/about-us/our-community-commitment/community-health-needs/Part V Question 16aWebsite URL for FAP https://www.valleyhealthlink.com/patients-visitors/for-patients/billing-information/financial-assistance/Part V Question 16bWebsite URL for FAP Application formhttps://www.valleyhealthlink.com/patients-visitors/for-patients/billing-information/financial-assistance/Part V Question 16cWebsite URL Plain language summary of the FAPhttps://www.valleyhealthlink.com/patients-visitors/for-patients/billing-information/financial-assistance/Schedule Part V Line 7 ahttps://www.valleyhealthlink.com/About-Us/Community-Benefit.aspx

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1EAST MOUNTAIN HEALTH PHYSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 HEALTHY WAYAddressLine1Txt
CityBERKELEY SPRINGCityNm
State AbbreviationWVStateAbbreviationCd
ZIP25411ZIPCd
FieldValueIRS element (for citing)
Recipient EIN473767341RecipientEIN
IRC Section501(c)(3)IRCSectionDesc
Cash Grant$6,073,349CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantDIRECT GRANTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDesc
SCHOLARSHIPS34$74,300COST
INDIGENT CANCER CARE26$90,136COST

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGrantmaker's Description of How Grants are UsedFormAndLineReferenceDesc
ExplanationVIRTUALLY ALL OF THE ORGANIZATIONS PROVIDED WITH GRANT FUNDS ARE LOCAL, AND CLOSELY MONITORED BY VALLEY HEALTH'S MANAGEMENT AND BOARD. PERIODIC REPORTS ARE OBTAINED AS WELL FROM THESE GRANTEES WHICH DISCUSS OPERATIONS AND BENEFITS RENDERED TO THE COMMUNITIES SERVED. BEFORE FUNDING IS GRANTED, CONSISTENCY OF MISSION IS EVALUATED IN ORDER TO ASSURE LIKE DIRECTION WITH VALLEY HEALTH INITIATIVES.SCHOLARSHIP OPPORTUNITIES ARE ADVERTISED WITH LOCAL HIGHSCHOOLS AND COLLEGES AND ARE FOCUSED ON HEALTH SCIENCES. THERE IS A COMMITTEE OF VOLUNTEERS THAT REVIEWS APPLICATIONS FOR SCHOLARSHIPS. THE MONEY IS REMITTED DIRECTLY TO THE SCHOOL AND IS RETURNED IF THE STUDENT DOES NOT ENROLL.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgYes (true)CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsYes (true)CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionYes (true)InitialContractExceptionInd
Rebuttable Presumption ProcYes (true)RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (53 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtBonus Filing OrganizationBonusFilingOrganizationAmountCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmt
ANDREW BROWN
EMP PHYSICIAN$498,226$314,375$16,441$3,671$832,713
ANTHONY HAYWOOD
FORMER TRUSTEE$240,011$49,631$7,920$28,894$326,456
ARTHUR TICKNOR
FORMER TRUSTEE$226,907$24,972$7,488$31,957$291,324
BRADFORD ROGERS
Vice President$348,374$62,594$11,496$32,163$555,207$100,580
CARLA DALLMAN
VP RISK MGMT$275,571$59,346$32,818$9,094$33,089$409,918
CHRIS RUCKER
VP AMBULATORY$474,224$78,386$43,879$36,081$749,700$117,130
CHRISTINE LOWMAN
Vice President$284,642$63,701$33,978$9,393$4,337$396,051
EDWARD KOFSKY
Trustee$780,000$166,065$25,740$32,261$1,004,066
ELIZABETH SAVAGE
VP OF HR$439,556$117,025$74,106$14,505$14,037$659,229
ERNESTO JIMENEZ
Emp Physician$800,010$218,998$26,400$28,639$1,074,047
FLOYD HEATER
FORMER OFFICER$254,227$254,227
GREGORY BYRD MD
Trustee$350,002$27,482$11,550$30,583$419,617
Heather Sigel
Vice President$199,962$14,617$6,599$3,409$254,904$30,317
IYAD SABBAGH
CMO$620,341$162,070$105,276$20,471$32,366$940,524
JAKE MEZA
VP AMBULATORY$286,565$33,885$9,457$34,795$423,550$58,848
James Freilich
Vice President$304,802$25,473$10,058$27,790$372,123$4,000
JEFFREY FEIT MD
COO VPE$462,011$74,874$15,246$46,361$723,498$125,006
JEFFREY LESSAR
FORMER TRUSTEE/PHYSICIAN$390,000$182,336$12,870$1,513$586,719
JENNIFER COELLO
VP WMH$280,933$20,587$9,271$13,290$370,803$46,722
JOSEPH HASHEM
FORMER TRUSTEE$328,675$91,680$10,846$32,139$463,340
JOSHUA T PRICKETT
Emp Physician$850,013$41,180$28,050$32,366$951,609
JULIE MIKSIT
VP OPERATIONS$282,254$37,468$9,314$15,265$413,086$68,785
KENNETH JANOWSKI MD
VP MED AFFAIRS$463,786$70,956$15,305$31,574$693,236$111,615
KEVIN BARKO
Trustee$120,557$57,538$3,978$30,674$212,747
KEVIN SHEPPARD
VP OPS &CLINIC$352,835$42,883$11,644$33,162$518,399$77,875
MARK BAKER
VP FACILITIES$309,974$67,486$38,311$10,229$33,477$459,477
MARK NANTZ
President & CEO$1,208,787$418,335$284,011$39,890$38,358$1,989,381
Mary Barrick
Vice President$309,398$66,521$36,830$10,210$15,327$438,286
Mary Roxer
Vice President$240,383$49,318$27,543$7,933$2,648$327,825
Mary Sas
Vice President$135,757$52,544$14,345$8,141$241,179$30,392
MATT TOOMEY
FORMER VICE PRESIDENT$169,324$64,246$41$5,588$652$239,851
MATTHEW POLK
FORMER TRUSTEE$249,496$30,390$8,233$32,042$320,161
MESFIN SHIBESHI
EMPLOYED PHYS$640,016$223,917$21,121$32,366$917,420
NELSON T CLARK
VP PRES PMH/SMH$281,164$32,441$9,278$35,028$418,740$60,829
NICHOLAS RESTREPO
VP MED AFFAIRS$514,739$88,275$32,903$38,778$810,380$135,685
PATRICIA DALY
FORMER TRUSTEE$216,423$136,298$7,142$26,757$386,620
PATRICK IRELAND
FORMER TRUSTEE/PHYSICIAN$298,847$3,815$9,862$11,039$323,563
PATRICK TURNES
FORMER TRUSTEE$147,673$20,545$4,873$14,648$187,739
PETER GALLAGHER
FORMER CFO$469,901$178,090$3,224$15,507$22,876$689,598
PHILLIP GRAYBEAL
FORMER OFFICER$54,434$137,815$1,796$6,904$243,048$42,099
ROBERT AMOS
Vice President$487,302$96,382$78,127$16,081$37,374$715,266
Sharon Rigney
Vice President$261,835$43,849$38,897$8,641$34,743$387,965
Sherif Kaiser
Vice President$219,245$18,894$7,235$22,268$267,642
Susan Lessar
Vice President$172,576$18,430$5,695$30,858$227,559
TAMMY LANDIS
FORMER SUPERVISOR$124,953$161$4,123$9,428$141,390$2,725
TERRAL GOODE MD
Trustee$463,965$169,597$15,311$32,319$681,192
THERESA TRIVETTE
Vice President$362,747$105,448$63,337$11,971$36,538$580,041
THOMAS KLUGE
FORMER OFFICER$99,937$293,125$3,298$7,385$498,408$94,663
TONYA SMITH
SVP WMC$667,476$149,694$22,027$36,428$1,025,625$150,000
TROY GLEMBOT MD
Trustee$382,283$147,626$12,615$32,081$574,605
VIVEK K GUPTA MD
Emp Physician$475,010$462,366$15,675$31,635$984,686
WALTER SOWERS
Vice President$309,241$86,631$51,258$10,205$5,015$462,350
William James Zehner
Vice President$331,165$27,741$29,947$29,970$452,999$34,176

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 5b: Explanation of organization compensation based on revenues of related organizationA 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 RegsTonya 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.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingIndCUSIPCUSIPNum
IDA OF CITY OF WINCHESTER
A5212322532017-12-23$100,000,000SEE ADDITIONAL INFOfalsefalsefalse
IDA OF CITY OF WINCHESTER
B5212322532017-12-13$105,665,000SEE ADDITIONAL INFOfalsefalsefalse
EDA OF CITY OF WINCHESTER
C9000497852014-10-07$47,099,886SEE ADDITIONAL INFOfalsefalsefalse973121ar7
WV HOSPITAL AUTHORITY
D6212569102014-10-07$20,743,547SEE ADDITIONAL INFOfalsefalsefalse956622H72

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndIssuance Costs From ProceedsIssuanceCostsFromProceedsAmt
A$6,050,000$98,625,000$98,625,0002009Yes (true)falseYes (true)Yes (true)
B$37,805,000$96,680,000$96,680,0002013Yes (true)falseYes (true)Yes (true)
C$46,214,886$47,099,886$46,523,1102009Yes (true)falseYes (true)Yes (true)$576,776
D$20,173,547$20,743,547$20,485,5632009Yes (true)falseYes (true)Yes (true)$257,984

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalsefalseYes (true)Yes (true)0.000010.00001falsefalseYes (true)
BfalsefalseYes (true)Yes (true)0.000010.00001falsefalseYes (true)
CfalsefalseYes (true)Yes (true)0.000010.00001falsefalseYes (true)
DfalsefalseYes (true)Yes (true)0.000010.00001falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndException To RebateExceptionToRebateIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalseYes (true)falsefalsefalseYes (true)
BfalseYes (true)falsefalsefalseYes (true)
CfalseYes (true)falsefalsefalseYes (true)
DfalseYes (true)falsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart VIFormAndLineReferenceDesc
ExplanationPART I LINE A Funds used for WMC Campus expansion, East Parking Garage and reimbursement for Diagnostic Center and campus expansion infrastructure. Reissuance of bonds originally issued on 11/17/09.PART 1 LINE B $70 million used to refinance 2000 Winchester Medical Center Bonds and $35 million used to build a new hospital for Page Memorial Hospital. Reissuance of bonds originally issued on 12/4/13.PART 1 LINE C Funds used to refinance 2009 bond for WMC Campus expansion; East parking garage and reimbursement for the Diagnostic Center and CE Infrastructure; composite issue with [West Virginia Bonds].PART 1 LINE D Funds used to refinance 2009 bond for Hampshire Memorial Hospital Construction; composite issue with [Virginia Bonds].PART 1 LINE A (2nd form) $12 million used to fund Shenandoah Memorial Hospital Emergency Department and Medical Office Building construction. Reissuance of bonds originally issued on 10/7/14.PART 1 LINE B (2nd form) Funds used to refinance 2009 bonds used for WMC Campus expansion, East Parking Garage,and reimbursement for Diagnostic Center and campus expansion infrastructure; composite issue with [West Virginia Bonds]. PART 1 LINE C (2nd form) Funds used to refinance 2009 bonds used to build new Hampshire Memorial Hospital; composite tax issue with [Virginia Bonds].PART 1 LINE D (2nd form) Funds used to fund Warren Memorial Hospital construction.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingIndCUSIPCUSIPNum
EDA OF CITY OF WINCHESTER
A9000497852017-11-28$12,000,000SEE ADDITIONAL INFOfalsefalsefalse
EDA OF CITY OF WINCHESTER
B9000497852015-07-22$125,300,316SEE ADDITIONAL INFOfalsefalsefalse973121BN5
WV HOSPITAL AUTHORITY
C6212569102015-07-22$5,533,505SEE ADDITIONAL INFOfalsefalsefalse956622H98
IDA OF WARREN COUNTY
D5409438292018-07-25$54,639,289SEE ADDITIONAL INFOfalsefalsefalse359023CY2

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndRetiredRetiredAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtCapitalized InterestCapitalizedInterestAmt
A$12,000,000$12,000,0002014Yes (true)falseYes (true)Yes (true)
B$125,300,3162015Yes (true)falseYes (true)Yes (true)$113,999,588$996,927$124,303,389
C$5,533,5052015Yes (true)falseYes (true)Yes (true)$63,494$119,631$5,413,874
D$54,639,289$50,014,0002020falsefalseYes (true)Yes (true)$944,750$3,680,539

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalsefalseYes (true)Yes (true)0.000010.00001falsefalseYes (true)
BfalsefalseYes (true)Yes (true)0.002000.00200falsefalseYes (true)
CfalsefalseYes (true)Yes (true)0.000010.00001falsefalseYes (true)
DfalsefalseYes (true)Yes (true)0.000010.00001falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndException To RebateExceptionToRebateIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndNo Rebate DueNoRebateDueInd
AfalseYes (true)falsefalsefalseYes (true)
BfalseYes (true)falsefalsefalseYes (true)
CfalseYes (true)falsefalsefalseYes (true)
DfalsefalsefalsefalsefalseYes (true)Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
SUSAN LESSAR
SEE BELOW$191,005EMPLOYMENT AGREEMENTfalse
HANNA AMOS
SEE BELOW$78,701EMPLOYMENT AGREEMENTfalse
BRENDA HASHEM
SEE BELOW$182,360EMPLOYMENT AGREEMENTfalse
TIMOTHY TRIVETTE
SEE BELOW$20,965EMPLOYMENT AGREEMENTfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part V Supplemental InformationFormAndLineReferenceDesc
Explanation1. SUSAN LESSAR- CURRENT EMPLOYEE AND FAMILY MEMBER OF DR. JEFFREY LESSAR, A CURRENT TRUSTEE.$191,005.48-EMPLOYEE COMPENSATION2. HANNA AMOS- CURRENT EMPLOYEE AND FAMILY MEMBER OF ROBERT AMOS,A CURRENT OFFICER$78,701.39-EMPLOYEE COMPENSATION3. BRENDA HASHEM - CURRENT EMPLOYEE AND WIFE OF DR. HASHEM, A FORMER TRUSTEE$182,359.74- EMPLOYEE COMPENSATION4. TIMOTHY TRIVETTE- CURRENT EMPLOYEE AND HUSBAND OF THERESA TRIVETTE, A CURRENT OFFICER $20,965.40- CURRENT COMPENSATIONExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (16 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, Line 2Several trustees and officers have an employee/ employer relationship with in Valley Health System (EIN 52-1357729).
Form 990, Part VI, Section A, Line 6Valley Health System (EIN 52-1357729) is the sole member of East Mountain Health Advantage, Inc.; Page Memorial Hospital; Shenandoah Memorial Hospital; Surgi-Center of Winchester, Inc.; Valley Partners, LLC.; Valley Physician Enterprise, Inc.; Warren Memorial Hospital; and Winchester Medical Center. East Mountain Health Advantage, Inc. is the sole member of East Mountain Health, LLC; Hampshire Memorial Hospital, Inc. and War Memorial Hospital, Inc. Shenandoah Memorial Hospital is the sole member of Shenandoah Memorial Hospital Foundation, Incorporated. Warren Memorial Hospital is the sole member of The Warren Memorial Hospital Foundation. Winchester Medical Center is the sole member of The Winchester Medical Center Foundation. The sole members of each entity have the power to elect or appoint members of the governing body. The sole members have certain reserved powers as set forth in the applicable corporate bylaws.
Form 990, Part VI, Section A, Line 7aValley Health System (EIN 52-1357729), as sole member, has the power to elect or appoint members to the governing body for East Mountain Health Advantage, Inc.; Page Memorial Hospital; Shenandoah Memorial Hospital; Surgi-Center of Winchester, Inc.; Valley Partners, LLC.; Valley Physician Enterprise, Inc.; Warren Memorial Hospital; and Winchester Medical Center. East Mountain Health Advantage, Inc,. as sole member, has the power to elect or appoint members to the governing body for East Mountain Health, LLC; Hampshire Memorial Hospital, Inc. and War Memorial Hospital, Inc. Shenandoah Memorial Hospital has the power to elect or appoint members of the governing body for Shenandoah Memorial Hospital Foundation, Incorporated. Warren Memorial Hospital has the power to elect or appoint members of the governing body for The Warren Memorial Hospital Foundation. Winchester Medical Center has the power to elect or appoint members of the governing body for The Winchester Medical Center Foundation.
Form 990, Part VI, Section A, Line 7bValley Health System (EIN 52-1357729), as sole member, has certain reserved powers as set forth in the corporate bylaws for East Mountain Health Advantage, Inc.; Page Memorial Hospital; Shenandoah Memorial Hospital; Surgi-Center of Winchester, Inc.; Valley Physician Enterprise, Inc.; Warren Memorial Hospital; and Winchester Medical Center. East Mountain Health Advantage, Inc,. as sole member, has certain reserved powers as set forth in the governance documents or corporate bylaws (as applicable) for East Mountain Health, LLC; Hampshire Memorial Hospital, Inc. and War Memorial Hospital, Inc. Shenandoah Memorial Hospital has certain reserved powers as set forth in the corporate bylaws for Shenandoah Memorial Hospital Foundation, Incorporated. Warren Memorial Hospital has certain reserved powers as set forth in the corporate bylaws for The Warren Memorial Hospital Foundation. Winchester Medical Center has certain reserved powers as set forth in the corporate bylaws for The Winchester Medical Center Foundation. The sole members have certain reserved powers as set forth in the applicable corporate bylaws.
Form 990, Part VI, Section B, Line 11bThe 990 is prepared by internal staff and reviewed by an outside accounting firm, who is the paid preparer. The return then undergoes several levels of review including the CFO and CEO. Further, prior to filing the board reviews the 990 during one of its recurring monthly meetings where any issues of concern or question are addressed by Senior Management.
Form 990, Part VI, Section B, Line 12cAll board members sign a conflict of interest policy annually and upon appointment to the board. All employees that are managers, including officers, have purchasing rights with defined limits, or may enter into a contract on behalf of the organization are required to sign a conflict of interest attestation upon employment and annually. All employees can report breaches in VH policy. VH has an employee integrity hotline and a compliance officer. The audit committee is advised of compliance activity on a quarterly basis in addition to monthly follow up by the CEO on any immediate issues. Any infractions can result in disciplinary action or dismissal.
Form 990, Part VI, Section B, Line 15aThe Board of Trustees is responsible for the compensation review. They use compensation literature and outside consultants to determine the appropriate compensation for the CEO, Officers, and Senior Management. As new individuals are hired into management positions, recruiting firms use FMV information to establish salary and general compensation levels. A fair market value executive compensation review was completed in 2023.
Form 990, Part VI, Section C, Line 19The organization makes all records available as required by law.
Form 990, Part XI, Line 9NWHH Equity Change = -$2846970
Form 990, Part XI, Line 9Other = $54992
Form 990, Part XI, Line 9Post Retirement Obligation = -$13179460
Form 990, Part XI, Line 9TRANSFER FROM AFFILIATE = $5356529
1099s1099s ARE FILED UNDER RELATED ORGANIZATION VALLEY HEALTH SYSTEM'S EIN 52-1357729.
990TA FORM 990-T CANNOT BE FILED UNDER A GROUP EIN. A FORM 990-T IS FILED UNDER WINCHESTER MEDICAL CENTER, INC.'S EIN 54-0505979.
FUNDRAISINGA RELATED ORGANIZATION PAYS FOR FUNDRAISING COSTS AND THE FUNDRAISING PROCEEDS ARE RECORDED ON THE GROUP RETURN. A RELATED ORGANIZATION SPENT $904,025 IN FUNDRAISING IN 2023 AND THIS ORGANIZATION REPORTED $4,722,500 IN TOTAL OF BOTH CONTRIBUTIONS AND GRANTS UNDER EIN 80-0584319.
W-2SW-2S AND THE RELATED FORM 941'S ARE FILED UNDER RELATED ORGANIZATION VALLEY HEALTH SYSTEM'S EIN 52-1357729. SALARIES REFLECTED ON THIS RETURN ARE BASED ON ALLOCATIONS OF PAYROLL.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1VALLEY HEALTH SYSTEMBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 CAMPUS BLVDAddressLine1Txt
CityWINCHESTERCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22601ZIPCd
FieldValueIRS element (for citing)
EIN521357729EIN
Primary ActivitiesHEALTHCARE MGMT SERVICESPrimaryActivitiesTxt
Legal Domicile StateVALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status12bPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPct
WINCHESTER OPEN MRI
160 EXETER DRIVEWINCHESTERVA22601542041643MRI SERVICEVANAN/Afalsefalse
WINCHESTER ENDOSCOPY LLC
190 CAMPUS BLVDWINCHESTERVA22601263886651ENDOSCOPY SERVICESVANAN/Afalsefalse
MEDICAL CIRCLE LLC
12-A MEDICAL CIRCLEWINCHESTERVA22601203390908MRI SERVICESVANAN/AfalseYes (true)
NORTHERN WV HOME HEALTH LLC
220 CAMPUS BLVDWINCHESTERVA22601113779341HOME HEALTHWVNARELATEDfalsefalse$6,369,542$1,822,6511.00000
VALLEY HEALTH SURGERY CENTER
220 CAMPUS BLVDWINCHESTERVA22601371844781SURGERY CENTERVANAN/Afalsefalse
VALLEY HEALTH & UVA RADIOSURGERY CTR LLC
220 CAMPUS BLVD SUITE 420WINCHESTERVA22601800928245RADIOSURGERYVANARELATEDfalseYes (true)$435,288$1,841,7350.85000

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
VALLEY REGIONAL ENTERPRISES INC
220 Campus BlvdWINCHESTERVA22601541456064MED EQUIP/ AMBLANCEVANAC CORPYes (true)
VIRGINIA SOLUTIONS SPE LTD
980507760OTHER INSURANCE FUNDSNAC CORPYes (true)PO Box 69GRAND CAYMANCARRIBBEANCJKY1-10CJ
VALLEY HEALTH ASSURANCE COMPANY
981598389OTHER INSURANCE FUNDSNAC CORPYes (true)PO Box 1159GRAND CAYMANCJKY1-1102CJ
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgYes (true)AssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd