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VALLEY HEALTH SYSTEM: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
VALLEY HEALTH SYSTEM (EIN 80-0584319)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-11
IRS object ID
202143159349302354
Schema version
2020v4.0
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)
Return2021-11-11T07:02:39-08:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521357729PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1VALLEY HEALTH SYSTEMBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1220 CAMPUS BLVD STE 310AddressLine1Txt
CityWINCHESTERCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22601ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

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)
PersonPETER F GALLAGHERPersonNm
Person TitleCFOPersonTitleTxt
Signature2021-11-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPETER FPersonFirstNm
Person LastGALLAGHERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichael EnglePreparerPersonNm
PTINP00482834PTIN
Phone5405364300PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$1,008,956,407GrossReceiptsAmt
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 Body62VotingMembersGoverningBodyCnt
Voting Members Independent43VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers751TotalVolunteersCnt
Total Gross UBI$5,257TotalGrossUBIAmt
PY Contributions Grants$4,786,808PYContributionsGrantsAmt
CY Contributions Grants$75,275,409CYContributionsGrantsAmt
PY Program Service Revenue$941,167,203PYProgramServiceRevenueAmt
CY Program Service Revenue$892,614,447CYProgramServiceRevenueAmt
PY Investment Income$2,209,578PYInvestmentIncomeAmt
CY Investment Income$9,977,164CYInvestmentIncomeAmt
PY Other Revenue$23,393,084PYOtherRevenueAmt
CY Other Revenue$22,227,124CYOtherRevenueAmt
PY Total Revenue$971,556,673PYTotalRevenueAmt
CY Total Revenue$1,000,094,144CYTotalRevenueAmt
PY Grants And Similar Paid$5,402,367PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$7,438,449CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$360,491,727PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$371,376,000CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$585,039,173PYOtherExpensesAmt
CY Other Expenses$595,409,244CYOtherExpensesAmt
PY Total Expenses$950,933,267PYTotalExpensesAmt
CY Total Expenses$974,223,693CYTotalExpensesAmt
PY Revenues Less Expenses$20,623,406PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$25,870,451CYRevenuesLessExpensesAmt
Total Assets BOY$1,549,813,292TotalAssetsBOYAmt
Total Assets EOY$1,769,918,770TotalAssetsEOYAmt
Total Liabilities BOY$643,481,994TotalLiabilitiesBOYAmt
Total Liabilities EOY$789,931,942TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$906,331,298NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$979,986,828NetAssetsOrFundBalancesEOYAmt
MissionServing our community by improving health. Provision of healthcare and medical services.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$711,139,968ExpenseAmt
Grant$7,438,449GrantAmt
Revenue$910,640,090RevenueAmt
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 644 LICENSED INPATIENT BEDS, 166 LONG-TERM CARE BEDS, 5,300 EMPLOYEES, AND A MEDICAL STAFF EXCEEDING 600 PROFESSIONALS.DURING 2020 THE SYSTEM PROVIDED THE FOLLOWING SERVICES TO THE COMMUNITY- 197,760 INPATIENT ACUTE CARE DAYS; 273,200 OUTPATIENT REGISTRATIONS AT PHYSICIAN PRACTICES; 57,933 INPATIENT LONG TERM CARE DAYS; 4,669 INPATIENT REHABILITATION DAYS; 57,437 HOME CARE VISITS CONSISTING OF NURSING, PHYSICAL THERAPY, SOCIAL WORK, OCCUPATIONAL THERAPY, SPEECH PATHOLOGY, AND HOME HEALTH AIDS; 17,939 SURGICAL PROCEDURES,AND 8,779 INPATIENT PSYCIATRIC PATIENT DAYS.Desc
Total Program Service Expenses$711,139,968TotalProgramServiceExpensesAmt
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 MemYes (true)BusinessRlnWithFamMemInd
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 EntYes (true)TransactionWithControlEntInd
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 ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
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 Members62GoverningBodyVotingMembersCnt
Independent Voting Member43IndependentVotingMemberCnt
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 (105 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MARK H MERRILL
President & CEO34.006.00Yes (X)Yes (X)$0$1,865,681$61,330
AYORINDE AKINRINLOLA MD
Emp Physician50.000.00$1,036,022$0$69,513
EDWARD KOFSKY
Trustee50.000.00Yes (X)$1,009,287$0$58,580
ANDREW BROWN MD
Emp Physician50.000.00$875,159$0$57,942
MARK NANTZ
President & CEO34.006.00Yes (X)Yes (X)$0$882,778$33,065
PETER GALLAGHER
Sr VP/CFO10.0030.00Yes (X)Yes (X)$0$781,790$51,003
MESFIN SHIBESHI MD
Emp Physician50.000.00$741,909$0$56,609
GRADY W PHILIPS III
Sr VP39.001.00Yes (X)Yes (X)$730,877$0$56,415
DAVID ESSAFF MD
Emp Physician50.000.00$703,725$0$27,648
BASEL RAMLAWI MD
Emp Physician50.000.00$691,708$0$39,098
LEE ROLAND
EMPLOYED PHYSICIAN50.000.00$647,399$0$40,880
IYAD SABBAGH
CMO1.0039.00Yes (X)Yes (X)$0$597,679$47,013
JAMES BURTON
CIO1.0039.00Yes (X)Yes (X)$0$531,698$98,296
TROY GLEMBOT MD
Chairman50.000.00Yes (X)Yes (X)$598,442$0$28,018
NICHOLAS RESTREPO
VP MED AFFAIRS39.001.00Yes (X)Yes (X)$544,787$0$61,060
PATRICK WAGNER
EMPLOYED PHYSICIAN50.000.00$516,197$0$42,237
ROBERT AMOS
Vice President39.001.00Yes (X)Yes (X)$0$499,814$48,916
ELIZABETH SAVAGE
VP OF HR34.006.00Yes (X)Yes (X)$0$520,889$25,749
JEFFREY FEIT MD
COO VPE39.001.00Yes (X)Yes (X)$475,493$0$52,101
JORGE POSADAS
EMPLOYED PHYSICIAN50.000.00$480,797$0$42,632
JOSEPH HASHEM MD
MED STAFF PRES40.000.00Yes (X)$474,396$0$43,484
CHRIS RUCKER
VP AMBULATORY39.001.00Yes (X)Yes (X)$447,121$0$47,271
AUDREA WYNN MD
Chairman38.002.00Yes (X)Yes (X)$431,502$0$49,504
FLOYD HEATER
VP/PRES WMH39.001.00Yes (X)Yes (X)$416,995$0$42,939
GREG BYRD MD
EMPLOYED PHYSICIAN50.000.00$402,068$0$38,972
PATRICIA A DALY MD
CHAIR/EMP PHY50.000.00Yes (X)Yes (X)$390,919$0$36,254
JAMES SHERWOOD
VP PROF SVCS39.001.00Yes (X)Yes (X)$373,677$0$45,422
ANNE WHITESIDE
CNO WMC40.000.00$380,783$0$38,210
PATRICK IRELAND
VICE CHAIR2.0040.00Yes (X)Yes (X)$0$403,973$0
JAMES DALE
Trustee40.002.00Yes (X)$348,388$0$41,114
THOMAS KLUGE
President39.001.00Yes (X)Yes (X)$321,922$0$64,757
NELSON T CLARK
VP PRES PMH/SMH39.001.00Yes (X)Yes (X)$323,268$0$42,106
JULIAN MARTINEZ
Trustee50.000.00Yes (X)$304,954$0$45,878
MATT TOOMEY
VP PT FIN SVCS1.0039.00Yes (X)Yes (X)$0$291,444$44,148
ANTHONY HAYWOOD DO
MED STAFF PRES40.000.00Yes (X)$291,393$0$37,264
MATTHEW POLK
EMPLOYED PHYSICIAN50.000.00$285,290$0$39,928
CARLA DALLMAN
VP RISK MGMT10.0030.00Yes (X)Yes (X)$0$278,216$40,859
MARK BAKER
VP FACILITIES1.0039.00Yes (X)Yes (X)$0$261,892$43,284
ARTHUR TICKNOR
Trustee50.000.00Yes (X)$263,563$0$39,769
PHILLIP E GRAYBEAL
CFO SOUTHERN REGION40.000.00$258,532$0$38,419
CHRISTINE LOWMAN
Vice President10.0030.00Yes (X)Yes (X)$0$279,151$12,186
BARBARA WALTER
EMPLOYED PHYSICIAN50.000.00$272,736$0$17,120
DAVID SWITZER MD
EMPLOYED PHYSICIAN50.000.00$258,782$0$7,474
PATRICK TURNES
MED STAFF PRES40.000.00Yes (X)$223,571$0$35,206
TAMMY GASPER
VP SMH40.000.00$213,440$0$29,962
TERRI MAYES
VP WMH40.000.00$210,178$0$23,350
MARY SAS
VP HMH40.000.00$189,652$0$14,897
HEATHER SIGEL
VP WAR40.000.00$194,271$0$8,160
JAMES WELLS
Secretary48.000.00Yes (X)Yes (X)$168,249$0$20,314
TONIA SUBER
VP OF HR30.0010.00Yes (X)Yes (X)$0$163,278$19,292
KEVIN BARKO
Trustee50.000.00Yes (X)$132,695$0$35,540
JOSEPH SILEK
Chairman2.002.00Yes (X)Yes (X)$0$13,172$0
CHAD DANSIE
Trustee2.002.00Yes (X)$0$9,415$0
MARY BETH PRICE
Trustee2.002.00Yes (X)$0$2,500$0
THOMAS T GILPIN
Secretary2.002.00Yes (X)Yes (X)$0$1,000$0
HARRY SMITH
Trustee2.002.00Yes (X)$0$1,000$0
STEVEN CLUSS
Trustee2.002.00Yes (X)$0$0$0
SHERIF KAISER
QMAC Chairman2.002.00Yes (X)Yes (X)$0$0$0
MICHELLE BIXLER
Trustee2.000.00Yes (X)$0$0$0
DOUGLAS KEIM
Trustee2.002.00Yes (X)$0$0$0
JIM LONG
Trustee2.002.00Yes (X)$0$0$0
JIM CLINE
Trustee2.000.00Yes (X)$0$0$0
SHANNON GEMMA
Trustee2.000.00Yes (X)$0$0$0
JENNA FRENCH
Trustee2.000.00Yes (X)$0$0$0
JEFFREY LESSAR MD
Trustee2.000.00Yes (X)$0$0$0
CLIFTON RUTHERFORD
Trustee2.002.00Yes (X)$0$0$0
JEFFREY SKILES MD
Trustee2.002.00Yes (X)$0$0$0
CHRISTINE ANDREAE
Chairman2.000.00Yes (X)Yes (X)$0$0$0
PATRICIA STROTHER
Trustee2.000.00Yes (X)$0$0$0
FRED KOZLOWSKI
Trustee2.000.00Yes (X)$0$0$0
TRICIA NASHED
Trustee2.000.00Yes (X)$0$0$0
JOHN LESINSKI
VICE CHAIR WMH2.000.00Yes (X)Yes (X)$0$0$0
ANTHONY MILLER
Trustee2.000.00Yes (X)$0$0$0
MELODY EATON
Trustee2.002.00Yes (X)$0$0$0
CYNTHIA PRICE
Trustee2.000.00Yes (X)$0$0$0
DAVID SOVINE
Trustee2.000.00Yes (X)$0$0$0
KATHERINE JOHNSON
Trustee2.002.00Yes (X)$0$0$0
JONATHAN C EZELL
Trustee2.000.00Yes (X)$0$0$0
DARLENE KENT
Trustee2.000.00Yes (X)$0$0$0
MICHAEL WATTS MD
MED STAFF PRES2.000.00Yes (X)$0$0$0
JASON AIKENS
Secretary2.000.00Yes (X)Yes (X)$0$0$0
BONNIE LANDIS
Trustee2.000.00Yes (X)$0$0$0
BRADLEY CLOSE
Chairman2.000.00Yes (X)Yes (X)$0$0$0
JEFF BOEHM
Trustee2.000.00Yes (X)$0$0$0
THOMAS LESLIE DDS
Trustee2.000.00Yes (X)$0$0$0
BLAKELY CURTIS
Vice Chairman2.000.00Yes (X)Yes (X)$0$0$0
CATHERINE DOWLING MD
Trustee2.000.00Yes (X)$0$0$0
REBECCA STOTLER
Secretary2.000.00Yes (X)Yes (X)$0$0$0
LEE MYERS
Trustee2.000.00Yes (X)$0$0$0
DAVID GUM
Trustee2.000.00Yes (X)$0$0$0
JENNIFER MCDONALD
Trustee2.000.00Yes (X)$0$0$0
DIANE KEARNS
Trustee2.000.00Yes (X)$0$0$0
GREG MERCER
Trustee2.000.00Yes (X)$0$0$0
JOHN POTTER
Trustee2.000.00Yes (X)$0$0$0
TRACY VOSKIKA
Trustee2.000.00Yes (X)$0$0$0
ARNOLD WILLIAMS
Trustee2.000.00Yes (X)$0$0$0
REBECCA VAUGHN
Trustee2.000.00Yes (X)$0$0$0
ETHEL SHOWMAN
Trustee2.000.00Yes (X)$0$0$0
KAREN WHETZEL
Trustee2.000.00Yes (X)$0$0$0
TRACY MILLER
Vice Chair2.000.00Yes (X)Yes (X)$0$0$0
KATHY NERANGIS
Trustee2.000.00Yes (X)$0$0$0
TERRY SINCLAIR MD
Trustee2.000.00Yes (X)$0$0$0
DENNIS MCLOUGHLIN
Trustee2.000.00Yes (X)$0$0$0
PEG GOODYEAR
Trustee2.000.00Yes (X)$0$0$0
STEVE SLONAKER
VICE CHAIR2.000.00Yes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$16,630,147TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$7,385,370TotReportableCompRltdOrgAmt
Total Other Compensation$2,041,188TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K613IndivRcvdGreaterThan100KCnt
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
WINCHESTER EMERGENCY PHYSICIAN
80 PEACHTREE ROAD SUITE 200ASHVILLENC28801PHYSICIAN SERVICES$10,083,418
TRIMEDX INC
5451 Lakeview Pkwy S DriveIndianapolisIN46268PHYSICIAN SERVICES$7,595,573
WINCHESTER CARDIOLOGY AND VASCULAR MEDICINE
1870 AMHERST ST SUITE 100 AND 200WINCHESTERVA22601PHYSICIAN SERVICES$17,142,119
QUALIVIS LLC
2000 CENTER POINT RD SUITE 2360COLUMBIASC29210NURSING SERVICES$12,546,417
WINCHESTER ANESTHESIOLOGISTS
1720 AMHERST STREETWINCHESTERVA22601PHYSICIAN SERVICES$7,530,635
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K85CntrctRcvdGreaterThan100KCnt
Related Organizations$244,247RelatedOrganizationsAmt
Government Grants$72,260,905GovernmentGrantsAmt
All Other Contributions$2,770,257AllOtherContributionsAmt
Total Contributions$75,275,409TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ACUTE CARE SERVICES621400$810,726,788$810,726,788
HOME HEALTH SERVICES621610$11,124,202$11,124,202
LONG TERM CARE623990$16,961,827$16,961,827
PHYSICIAN SERVICES621110$34,087,159$34,087,159
REHABILITATION SERVICES621400$10,716,334$10,716,334

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,998,137TotalRevenueColumnAmt
Related Or Exempt Func Income$8,998,137RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$892,614,447TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,025,523TotalRevenueColumnAmt
Unrelated Business Revenue$4,274UnrelatedBusinessRevenueAmt
Exclusion$14,021,249ExclusionAmt

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$2,100,698RealAmt
Personal$36,878PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$2,511,851RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$411,153RealAmt
Personal$36,878PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$374,275TotalRevenueColumnAmt
Unrelated Business Revenue$36,878UnrelatedBusinessRevenueAmt
Exclusion-$411,153ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,125,278SecuritiesAmt
Other$175,527OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,349,164SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$4,223,886SecuritiesAmt
Other$175,527OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$4,048,359TotalRevenueColumnAmt
Related Or Exempt Func Income-$4,538,091RelatedOrExemptFuncIncomeAmt
Exclusion$489,732ExclusionAmt

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$2,519GrossSalesOfInventoryAmt
Cost Of Goods Sold$1,248CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,271TotalRevenueColumnAmt
Unrelated Business Revenue$1,271UnrelatedBusinessRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EDUCATION PROGRAMS900099$115,122$115,122
MEDICAL RECORDS/FEES900099$425,974$425,974
REFUNDS,REBATES,DISCOUNTS900099$22,021,655$22,021,655

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$37,377TotalRevenueColumnAmt
Unrelated Business Revenue-$37,166UnrelatedBusinessRevenueAmt
Exclusion$74,543ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$22,600,128OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,000,094,144TotalRevenueColumnAmt
Related Or Exempt Func Income$910,639,107RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$5,257UnrelatedBusinessRevenueAmt
Exclusion$14,174,371ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$7,288,311TotalAmt
Program Services$7,288,311ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$150,138TotalAmt
Program Services$150,138ProgramServicesAmt

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$10,754,333TotalAmt
Program Services$9,154,489ProgramServicesAmt
Management And General$1,599,844ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$277,813TotalAmt
Program Services$277,813ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$298,365,229TotalAmt
Program Services$261,765,196ProgramServicesAmt
Management And General$36,600,033ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$9,330,916TotalAmt
Program Services$8,246,342ProgramServicesAmt
Management And General$1,084,574ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$32,578,403TotalAmt
Program Services$28,787,058ProgramServicesAmt
Management And General$3,791,345ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$20,069,306TotalAmt
Program Services$17,798,756ProgramServicesAmt
Management And General$2,270,550ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$111,365,430TotalAmt
Program Services$10,632,094ProgramServicesAmt
Management And General$100,733,336ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$435,660TotalAmt
Program Services$16,150ProgramServicesAmt
Management And General$419,510ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$204,864TotalAmt
Management And General$204,864ManagementAndGeneralAmt

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$2,532,372TotalAmt
Management And General$2,532,372ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$133,862,486TotalAmt
Program Services$107,955,935ProgramServicesAmt
Management And General$25,906,551ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$221,926TotalAmt
Program Services$103,874ProgramServicesAmt
Management And General$118,052ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,159,454TotalAmt
Program Services$2,577,392ProgramServicesAmt
Management And General$3,582,062ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$204,478TotalAmt
Program Services$173,605ProgramServicesAmt
Management And General$30,873ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$10,808,927TotalAmt
Program Services$4,448,924ProgramServicesAmt
Management And General$6,360,003ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$786,003TotalAmt
Program Services$605,414ProgramServicesAmt
Management And General$180,589ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,164,136TotalAmt
Program Services$318,159ProgramServicesAmt
Management And General$845,977ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$12,345,975TotalAmt
Program Services$7,531,045ProgramServicesAmt
Management And General$4,814,930ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$75,683,900TotalAmt
Program Services$46,154,698ProgramServicesAmt
Management And General$29,529,202ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,089,112TotalAmt
Program Services$1,909,649ProgramServicesAmt
Management And General$3,179,463ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
SUPPLIES$133,324,544$125,652,440$7,672,104
BAD DEBT EXPENSE$49,482,595$49,482,595
LICENSE & TAXES$23,761,981$124,451$23,637,530
EQUIP RENTAL & MAINT$13,584,066$7,594,315$5,989,751

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$14,391,335TotalAmt
Program Services$12,391,125ProgramServicesAmt
Management And General$2,000,210ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$974,223,693TotalAmt
Program Services$711,139,968ProgramServicesAmt
Management And General$263,083,725ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$46,525,401BOYAmt
EOY$165,517,764EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$94,416,353BOYAmt
EOY$87,917,458EOYAmt

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$4,734,804BOYAmt
EOY$33,238,195EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$17,338,129BOYAmt
EOY$16,575,280EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$8,315,976BOYAmt
EOY$9,062,552EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,619,246,380LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$895,565,502LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$699,985,965BOYAmt
EOY$723,680,878EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$386,157,704BOYAmt
EOY$434,694,173EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$265,836,728BOYAmt
EOY$267,957,287EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$1,810,592BOYAmt
EOY$2,414,694EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$24,691,640BOYAmt
EOY$28,860,489EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,549,813,292BOYAmt
EOY$1,769,918,770EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$64,141,855BOYAmt
EOY$82,036,540EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$105,214BOYAmt
EOY$90,991EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$439,992,757BOYAmt
EOY$435,071,314EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$139,242,168BOYAmt
EOY$272,733,097EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$643,481,994BOYAmt
EOY$789,931,942EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$875,711,487BOYAmt
EOY$944,175,950EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$30,619,811BOYAmt
EOY$35,810,878EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$906,331,298BOYAmt
EOY$979,986,828EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,549,813,292BOYAmt
EOY$1,769,918,770EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$25,870,451ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$56,289,221NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$8,504,142OtherChangesInNetAssetsAmt
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 (2 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 - Publicly supported organization4. Shenandoah Memorial Hospital - Hospital5. Shenandoah Memorial Hospital Foundation - Publicly supported organization6. Surgi-Center of Winchester, Inc. - Publicly supported organization7. Warren Memorial Hospital - Hospital8. Warren Memorial Hospital Foundation - Publicly supported organization9. Valley Physician Enterprises, Inc. - Publicly supported organization10 War Memorial Hospital, Inc. - Hospital11. Page Memorial Hospital - Hospital12. East Mountain Health Advantage, Inc. - Supporting organization13. East Mountain Health, LLC - Publicly supported organization14. Valley Partners, LLC - Publicly supported organization
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$37,406GrantsOtherOrganizationsAmt
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$37,406TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind
Form4720 Filed4912 TaxfalseForm4720Filed4912TaxInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart II-B, Line 1i - Other Activities DescriptionFormAndLineReferenceDesc
ExplanationThe organization pays dues to the American Hospital Association, West Virginia Healthcare Association and the National Rural Healthcare Association. A portion of those dues are allocated to lobbying.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee EtcYes (true)AgentTrusteeEtcInd
Beginning Balance$28,694BeginningBalanceAmt
Additions During Year$274,802AdditionsDuringYearAmt
Distributions During Year$247,214DistributionsDuringYearAmt
Ending Balance$56,282EndingBalanceAmt
Incl Escrow Custodial Acct LiabfalseInclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,311,701BeginningYearBalanceAmt
Contributions$1,765,604ContributionsAmt
Investment Earnings Or Losses-$1,056,328InvestmentEarningsOrLossesAmt
Other Expenditures$1,130,904OtherExpendituresAmt
End Year Balance$25,890,073EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$23,348,297BeginningYearBalanceAmt
Contributions$1,193,398ContributionsAmt
Investment Earnings Or Losses$2,691,241InvestmentEarningsOrLossesAmt
Other Expenditures$921,225OtherExpendituresAmt
End Year Balance$26,311,701EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,426,900BeginningYearBalanceAmt
Contributions$5,434,404ContributionsAmt
Investment Earnings Or Losses$957,806InvestmentEarningsOrLossesAmt
Other Expenditures$12,470,813OtherExpendituresAmt
End Year Balance$23,348,297EndYearBalanceAmt
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$26,101,675OtherCostOrOtherBasisAmt
Book Value$26,101,675BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,013,357,582OtherCostOrOtherBasisAmt
Depreciation$448,528,630DepreciationAmt
Book Value$564,828,952BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,905,499OtherCostOrOtherBasisAmt
Depreciation$9,999,084DepreciationAmt
Book Value$1,906,415BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$515,470,320OtherCostOrOtherBasisAmt
Depreciation$401,480,239DepreciationAmt
Book Value$113,990,081BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$52,411,304OtherCostOrOtherBasisAmt
Depreciation$35,557,549DepreciationAmt
Book Value$16,853,755BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$723,680,878TotalBookValueLandBuildingsAmt
Total Book Value Securities$267,957,287TotalBookValueSecuritiesAmt

Invst Program Related Org InvstProgramRelatedOrgGrp

FieldValueIRS element (for citing)
DescJOINT VENTUREDesc
Book Value$2,414,694BookValueAmt
Method ValuationCMethodValuationCd

Other Liabilities Org OtherLiabilitiesOrgGrp (11 entries)

DescDescAmtAmt
56$434,520
ACCELERATED BENEFIT LIABILITY$63,155,330
ACCRUED PENSION$77,329,146
AR HB CREDIT BALANCE LIABILITY$777,209
ATTENDING FACULTY PLAN FUND$13,498,856
CAPITAL LEASE LIABILITY$3,684,580
DEFERRED RENT LIABILITY$916,258
MEDICAL MALPRACTICE LIABILITY$381,479
MEDICARE ACCELERATED PAYMENTS$56,338,775
ML SWAP MARK TO MKT -BONDS$41,773,484
OPERATING LEASE LIABILITY$14,443,460
FieldValueIRS element (for citing)
Total Liability$272,733,097TotalLiabilityAmt
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 Served1705PersonsServedCnt
Total Community Benefit Expns$8,359,186TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$8,359,186NetCommunityBenefitExpnsAmt
Total Expense0.00900TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Activities Or Programs14ActivitiesOrProgramsCnt
Persons Served43244PersonsServedCnt
Total Community Benefit Expns$122,059,431TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$69,426,202DirectOffsettingRevenueAmt
Net Community Benefit Expns$52,633,229NetCommunityBenefitExpnsAmt
Total Expense0.05690TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Activities Or Programs21ActivitiesOrProgramsCnt
Persons Served44949PersonsServedCnt
Total Community Benefit Expns$130,418,617TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$69,426,202DirectOffsettingRevenueAmt
Net Community Benefit Expns$60,992,415NetCommunityBenefitExpnsAmt
Total Expense0.06590TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs4627ActivitiesOrProgramsCnt
Persons Served512445PersonsServedCnt
Total Community Benefit Expns$3,178,978TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$100,311DirectOffsettingRevenueAmt
Net Community Benefit Expns$3,078,667NetCommunityBenefitExpnsAmt
Total Expense0.00330TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Activities Or Programs1699ActivitiesOrProgramsCnt
Persons Served1743PersonsServedCnt
Total Community Benefit Expns$7,621,228TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$117,857DirectOffsettingRevenueAmt
Net Community Benefit Expns$7,503,371NetCommunityBenefitExpnsAmt
Total Expense0.00810TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Persons Served394PersonsServedCnt
Total Community Benefit Expns$5,518,329TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$3,183,234DirectOffsettingRevenueAmt
Net Community Benefit Expns$2,335,095NetCommunityBenefitExpnsAmt
Total Expense0.00240TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Activities Or Programs888ActivitiesOrProgramsCnt
Persons Served1669PersonsServedCnt
Total Community Benefit Expns$2,462,471TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$16,663DirectOffsettingRevenueAmt
Net Community Benefit Expns$2,445,808NetCommunityBenefitExpnsAmt
Total Expense0.00260TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs7215ActivitiesOrProgramsCnt
Persons Served516251PersonsServedCnt
Total Community Benefit Expns$18,781,006TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$3,418,065DirectOffsettingRevenueAmt
Net Community Benefit Expns$15,362,941NetCommunityBenefitExpnsAmt
Total Expense0.01640TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs7236ActivitiesOrProgramsCnt
Persons Served561200PersonsServedCnt
Total Community Benefit Expns$149,199,623TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$72,844,267DirectOffsettingRevenueAmt
Net Community Benefit Expns$76,355,356NetCommunityBenefitExpnsAmt
Total Expense0.08230TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Activities Or Programs43ActivitiesOrProgramsCnt
Persons Served1262PersonsServedCnt
Total Community Benefit Expns$46,957TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$46,957NetCommunityBenefitExpnsAmt

Coalition Building CoalitionBuildingGrp

FieldValueIRS element (for citing)
Activities Or Programs19ActivitiesOrProgramsCnt
Persons Served2PersonsServedCnt
Total Community Benefit Expns$1,357TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$1,357NetCommunityBenefitExpnsAmt

Health Improvement Advocacy HealthImprovementAdvocacyGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Persons Served900PersonsServedCnt
Total Community Benefit Expns$245TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$245NetCommunityBenefitExpnsAmt

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs63ActivitiesOrProgramsCnt
Persons Served2164PersonsServedCnt
Total Community Benefit Expns$48,559TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$48,559NetCommunityBenefitExpnsAmt
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (true)BadDebtExpenseReportedInd
Bad Debt Expense$49,482,595BadDebtExpenseAmt
Reimbursed By Medicare$331,762,024ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$364,910,968CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$33,148,944MedicareSurplusOrShortfallAmt

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

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1ABusinessNameLine1Txt
FieldValueIRS element (for citing)
Facility6FacilityNum
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 Conducted19CHNAConductedYr
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 Part VIOwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Rpt Available Thru Other MethodYes (X)RptAvailableThruOtherMethodInd
Implementation Strategy AdoptYes (true)ImplementationStrategyAdoptInd
Implementation Strategy Adpt19ImplementationStrategyAdptYr
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 VIFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLSee Part VIFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLSee Part VIFAPSummaryOnWebsiteURLTxt
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: A 6 - 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: A 6 - 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: A 6 - 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: A 6 - Part V, Section B, Line 11Historically, Valley Health (VH) 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 community response sessions, 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.VH continues to monitor the needs of the community by conducting a Community Health Needs Assessment (CHNA). VH has conducted a needs assessment in 2010, 2013, 2016 and again in 2019. 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 2020 through 2022. These needs were identified in the 2019 CHNA reports published and made widely available to the public on January 2020. The 2019 CHNA and the implementation strategies were undertaken to identify and address significant community health needs based upon the mission of VH 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.Needs the Hampshire Memorial Hospital Will Not AddressNo hospital can address all of the health needs present in its community. Hampshire Memorial Hospital is committed to serving the community by adhering to its mission, using its skills and capabilities, and remaining a strong organization so that it can continue to provide a range of important health care services and community benefits. This implementation strategy does not include specific plans to address social and economic factors such as poverty, housing and homelessness, which were significant health needs that were identified in the 2019 Community Health Needs Assessment. 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.Needs the War Memorial Hospital Will Not AddressNo hospital can address all of the health needs present in its community. War Memorial Hospital is committed to serving the community by adhering to its mission, using its skills and capabilities, and remaining a strong organization so that it can continue to provide a range of important health care services and community benefits. This implementation strategy does not include specific plans to address social and economic factors such as poverty, housing and homelessness and health outcomes such as length of life and quality of life:cancer diseases which were significant health needs that were identified in the 2019 Community Health Needs Assessment.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.Needs the Page Memorial Hospital Will Not AddressNo hospital can address all of the health needs present in its community. Page Memorial Hospital is committed to serving the community by adhering to its mission, using its skills and capabilities, and remaining a strong organization so that it can continue to provide a range of important health care services and community benefits. This implementation strategy does not include specific plans to address the following significant social and economic factors such as poverty, housing, and homelessness, health outcomes, and maternal and child health as significant health needs that were identified in the 2019 Community Health Needs Assessment process through community interviews and response sessions.As a critical access acute care hospital, Page Memorial Hospital is not ideally suited to be the lead organization in addressing unmet housing needs or maternal and child health. The hospital does not have services or specific expertise in maternal health, nor permanent housing assistance and is directing its limited resources to other identified significant community health needs. Needs the Shenandoah Memorial Hospital Will Not AddressNo hospital can address all of the health needs present in its community. Shenandoah Memorial Hospital is committed to serving the community by adhering to its mission, using its skills and capabilities, and remaining a strong organization so that it can continue to provide a range of important health care services and community benefits. This implementation strategy does not include specific plans to address the following significant social and economic factors such as poverty, housing, and homelessness, health outcomes, and maternal and child health as significant health needs that were identified in the 2019 Community Health Needs Assessment process through community interviews and response sessions.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.Needs the Warren Memorial Hospital Will Not AddressNo hospital can address all of the health needs present in its community. Warren Memorial Hospital is committed to serving the community by adhering to its mission, using its skills and capabilities, and remaining a strong organization so that it can continue to provide a range of important health care services and community benefits. This implementation strategy does not include specific plans to address the following significant social and economic factors such as poverty, low income families, and homelessness, health outcomes such as cancer diseases and premature deaths, and maternal and child health as significant health needs that were identified in the 2019 Community Health Needs Assessment process through community interviews and response sessions.As an acute care hospital, Warren Memorial Hospital is not ideally suited to be the lead organization in addressing unmet oral and dental health needs or housing needs. The hospital does not have services or specific expertise in permanent housing assistance and is directing its limited resources to other identified significant community health needs. Needs the Winchester Medical Center Will Not AddressNo hospital can address all of the health needs present in its community. Winchester Medical Center is committed to serving the community by adhering to its mission, using its skills and capabilities, and remaining a strong organization so that it can continue to provide a range of important health care services and community benefits. This implementation strategy does not include specific plans to address the following significant social and economic factors such as poverty, housing, and homelessness, health outcomes, and maternal and child health as significant health needs that were identified in the 2019 Community Health Needs Assessment process through community interviews and response sessions.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.
Facility: A 6 - 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: A 6 - Part V, Section B, Line 13hCertain elective surgeries are excluded, e.g. cosmetic surgery.
Facility: A 6 - 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/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: A 6 - 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 twelve 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 ten years (2008-2019).
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 was collected through:56 individual/group interviews with over 200 key informants (January-March 2019); a community health survey with 2,429 respondents; and six community response sessions (April 2019) comprised of 20 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 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 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 521,553. The total estimated population of the primary service area in 2020 was 303,710. The total estimated population of the secondary service area in 2020 was 217,843. The primary service area is projected to grow 5.16% by 2024. The secondary service area is projected to grow 10.2% by 2024. The overall catchment area population is approximately 89% white/Caucasian while the remaining 11% falls into other races/ethnic groups to include Hispanic or Latino population at 5.7%. 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.Although 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 521,553 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, 30 Primary Care locations, over 600 physicians and advanced practice clinicians, eight Urgent Care centers, and a medical transport division that provides ambulance and wheelchair transports from strategically located stations. The system has a total of 644 licensed inpatient beds and 166 long-term care beds; and approximately 6,205 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 ten years, 2009 - 2019 (including this years filing-2020), 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 $42,482,595.Part V Question 16aWebsite URL for FAP https://www.valleyhealthlink.com/patients-visitors/for-patients/financial-assistance/Part V Question 16bWebsite URL for FAP Application formhttps://www.valleyhealthlink.com/patients-visitors/for-patients/financial-assistance/Part V Question 6cWebsite URL Plain language summary of the FAPhttps://www.valleyhealthlink.com/patients-visitors/for-patients/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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
EAST MOUNTAIN HEALTH PHYS
1 HEALTHY WAYBERKELEY SPRINGWV25411473767341501C(3)$6,948,161$0DIRECT GRANT
VALLEY HEALTH
220 Campus BlvdWinchesterVA22601521357729501C(3)$31,170$0DIRECT GRANT
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDesc
SCHOLARSHIPS23$38,000COST
INDIGENT CANCER CARE18$112,138COST

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)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Discretionary Spending AcctYes (X)DiscretionarySpendingAcctInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
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 (51 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtBonus Filing OrganizationBonusFilingOrganizationAmountOther Compensation Filing OrgOtherCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ANDREW BROWN MD
Emp Physician$628,497$246,063$599$20,740$37,202$933,101
ANNE WHITESIDE
CNO WMC$300,262$37,588$42,933$9,909$28,301$418,993
ANTHONY HAYWOOD DO
MED STAFF PRES$249,242$500$41,651$8,225$29,039$328,657
ARTHUR TICKNOR
Trustee$235,634$26,817$1,112$7,776$31,993$303,332
AUDREA WYNN MD
Chairman$378,238$29,000$24,264$12,482$37,022$481,006
AYORINDE AKINRINLOLA MD
Emp Physician$634,008$137,502$264,512$37,114$32,399$1,105,535$200,011
BARBARA WALTER
EMPLOYED PHYSICIAN$222,934$7,815$41,987$7,357$9,763$289,856
BASEL RAMLAWI MD
Emp Physician$574,626$117,082$18,963$20,135$730,806
CARLA DALLMAN
VP RISK MGMT$239,030$19,976$19,210$7,888$32,971$319,075
CHRIS RUCKER
VP AMBULATORY$343,724$44,989$58,408$11,343$35,928$494,392$16,212
CHRISTINE LOWMAN
Vice President$240,233$19,935$18,983$7,928$4,258$291,337
DAVID ESSAFF MD
Emp Physician$518,862$118,004$66,859$17,122$10,526$731,373
DAVID SWITZER MD
EMPLOYED PHYSICIAN$194,206$14,000$50,576$6,409$1,065$266,256
EDWARD KOFSKY
Trustee$793,276$82,271$133,740$26,178$32,402$1,067,867
ELIZABETH SAVAGE
VP OF HR$356,724$54,962$109,203$11,772$13,977$546,638$40,669
FLOYD HEATER
VP/PRES WMH$296,482$44,081$76,432$9,784$33,155$459,934$36,738
GRADY W PHILIPS III
Sr VP$509,630$72,275$148,972$16,818$39,597$787,292$53,676
GREG BYRD MD
EMPLOYED PHYSICIAN$213,629$35,333$153,106$7,050$31,922$441,040
HEATHER SIGEL
VP WAR$159,896$21,164$13,211$5,277$2,883$202,431
IYAD SABBAGH
CMO$446,558$72,587$78,534$14,736$32,277$644,692
JAMES BURTON
CIO$398,455$61,392$71,851$64,928$33,368$629,994
JAMES DALE
Trustee$276,825$18,354$53,209$9,135$31,979$389,502
JAMES SHERWOOD
VP PROF SVCS$299,376$36,796$37,505$9,879$35,543$419,099
JAMES WELLS
Secretary$158,231$9,306$712$5,222$15,092$188,563
JEFFREY FEIT MD
COO VPE$380,044$48,157$47,292$12,541$39,560$527,594
JORGE POSADAS
EMPLOYED PHYSICIAN$281,556$36,610$162,631$9,291$33,341$523,429
JOSEPH HASHEM MD
MED STAFF PRES$342,694$48,500$83,202$11,309$32,175$517,880
JULIAN MARTINEZ
Trustee$272,226$32,079$649$8,983$36,895$350,832
KEVIN BARKO
Trustee$125,194$7,374$127$4,131$31,409$168,235
LEE ROLAND
EMPLOYED PHYSICIAN$507,123$3,418$136,858$16,735$24,145$688,279
MARK BAKER
VP FACILITIES$225,192$19,162$17,538$7,431$35,853$305,176
MARK H MERRILL
President & CEO$1,122,707$172,579$570,395$37,049$24,281$1,927,011
MARK NANTZ
President & CEO$548,088$150,000$184,690$18,087$14,978$915,843
MARY SAS
VP HMH$157,399$18,567$13,686$5,194$9,703$204,549
MATT TOOMEY
VP PT FIN SVCS$250,007$21,627$19,810$8,250$35,898$335,592
MATTHEW POLK
EMPLOYED PHYSICIAN$259,092$25,910$288$8,550$31,378$325,218
MESFIN SHIBESHI MD
Emp Physician$695,779$17,250$28,880$22,961$33,648$798,518
NELSON T CLARK
VP PRES PMH/SMH$240,636$35,128$47,504$7,941$34,165$365,374$17,507
NICHOLAS RESTREPO
VP MED AFFAIRS$409,552$50,338$84,897$13,515$47,545$605,847$27,221
PATRICIA A DALY MD
CHAIR/EMP PHY$224,460$90,093$76,366$7,407$28,847$427,173
PATRICK IRELAND
VICE CHAIR$403,973$403,973
PATRICK TURNES
MED STAFF PRES$196,218$9,583$17,770$6,475$28,731$258,777
PATRICK WAGNER
EMPLOYED PHYSICIAN$406,934$87,167$22,096$13,429$28,808$558,434
PETER GALLAGHER
Sr VP/CFO$532,699$82,074$167,017$17,579$33,424$832,793
PHILLIP E GRAYBEAL
CFO SOUTHERN REGION$219,699$21,584$17,249$7,250$31,169$296,951
ROBERT AMOS
Vice President$374,371$46,866$78,577$12,354$36,562$548,730$26,522
TAMMY GASPER
VP SMH$180,492$17,988$14,960$5,956$24,006$243,402
TERRI MAYES
VP WMH$177,798$18,047$14,333$5,867$17,483$233,528
THOMAS KLUGE
President$248,812$40,473$32,637$30,981$33,776$386,679
TONIA SUBER
VP OF HR$142,317$10,000$10,961$4,696$14,596$182,570
TROY GLEMBOT MD
Chairman$397,166$128,724$72,552$13,106$14,912$626,460

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1a: Relevant information in regards to selections on 1a.Based on an employment agreement Mark Merrill received an allowance for discretionary spending during 2020. These amounts were included in taxable wages.Based on a change in the life insurance policies for executives, the board approved gross up payments to cover the cost and tax effects of the policies for Mark Merrill and Pete Gallagher.Mark Nantz received a short term housing allowance as part of his relocation package. These payments were grossed up for tax purposes.
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 RegsIyad Sabbagh is paid according to a contract subject to the initial contract exception during the 2019 year.Mark Nantz and Tonia Suber are paid according to a contract subject to the initial contract exception during the 2020 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 MaintAdequateBooksAndRecMaintIndBond DefeasedBondDefeasedAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmt
A$3,600,000$98,625,000$98,625,0002009Yes (true)falseYes (true)Yes (true)
B$22,320,000$96,680,000$96,680,0002013Yes (true)falseYes (true)Yes (true)
C$4,606,646$47,099,886$46,523,0002009Yes (true)falseYes (true)Yes (true)$211,660$576,776
D$2,483,586$20,743,547$20,485,5632009Yes (true)falseYes (true)Yes (true)$85,182$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)falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalseYes (true)falsefalsefalsefalseYes (true)
BfalseYes (true)falsefalsefalsefalseYes (true)
CfalseYes (true)falsefalsefalsefalseYes (true)
DfalseYes (true)falsefalsefalsefalseYes (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 E $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 F 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 G Funds used to refinance 2009 bonds used to build new Hampshire Memorial Hospital; composite tax issue with [Virginia Bonds].PART 1 LINE H 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 ProceedsOtherSpentProceedsAmtUnspentUnspentAmt
A$12,000,000$12,000,0002014Yes (true)falseYes (true)Yes (true)
B$125,300,3162015Yes (true)falseYes (true)Yes (true)$6,386,898$996,927$124,303,391
C$5,533,5052015Yes (true)falseYes (true)Yes (true)$31,747$119,631$5,413,074
D$54,639,289$39,474,458falsefalsefalseYes (true)$944,750$14,890,542

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

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

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalseYes (true)falsefalsefalsefalseYes (true)
BfalseYes (true)falsefalsefalsefalseYes (true)
CfalseYes (true)falsefalsefalsefalseYes (true)
DfalseYes (true)falsefalsefalsefalseYes (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 (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
SUSAN LESSAR
SEE BELOW$139,028EMPLOYMENT AGREEMENTfalse
STEPHEN PHILIPS
SEE BELOW$33,721EMPLOYMENT AGREEMENTfalse
DENISE DALE
SEE BELOW$105,064EMPLOYMENT 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.$139,028-EMPLOYEE COMPENSATION2. STEPHEN PHILIPS- CURRENT EMPLOYEE AND FAMILY MEMBER OF GRADY PHILIPS, A CURRENT OFFICER.$33,721-EMPLOYEE COMPENSATION3. DENISE DALE - CURRENT EMPLOYEE AND WIFE OF DR. DALE, A CURRENT TRUSTEE.$105,064- EMPLOYEE COMPENSATIONExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, EtSeveral trustees and officers have an employee/ employer relationship with in Valley Health System (EIN 52-1357729).Trustee Jeffrey Skiles, MD and trustee Trisha Nashed, MD, have a business relationship.
Form 990, Part VI, Line 6: Explanation of Classes of Members or ShareholderValley 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, Line 7a: How Members or Shareholders Elect Governing BodyValley 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, Line 7b: Describe Decisions of Governing Body Approval by Members or ShareholdersValley 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, Line 11b: Form 990 Review ProcessThe 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, Line 12c: Explanation of Monitoring and Enforcement of ConflictsAll 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, Line 15a: Compensation Review & Approval Process - CEO, Top ManagementThe 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.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableThe organization makes all records available as required by law.
Other Changes In Net Assets Or Fund Balances - Other DecreasesFROM PARTNERSHIP K-1s = -$4274
Other Changes In Net Assets Or Fund Balances - Other DecreasesOTHER = -$5636
Other Changes In Net Assets Or Fund Balances - Other DecreasesPOST RETIREMENT OBLIGATION = -$17763723
Other Changes In Net Assets Or Fund Balances - Other IncreasesTRANSFER FROM AFFILIATE = $9269491
1099s1099s ARE FILED UNDER RELATED ORGANIZATION VALLEY HEALTH SYSTEM'S EIN 52-1357729.
990TFORM 990 T CANNOT BE FILED UNDER A GROUP EIN. FORM 990T S WERE FILED UNDER WINCHESTER MEDICAL CENTER, INC. EIN 54-0505979, VALLEY PHYSICIAN ENTERPRISES,INC. EIN 26-2767279, WARREN MEMORIAL HOSPITAL EIN 54-0488103, EAST MOUNTAIN HEALTH ADVANTAGE EIN 80-0407187
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 SERVICEVANARELATEDfalsefalse
WINCHESTER ENDOSCOPY LLC
190 CAMPUS BLVDWINCHESTERVA22601263886651ENDOSCOPY SERVICESVANARELATEDfalsefalse
MEDICAL CIRCLE LLC
12-A MEDICAL CIRCLEWINCHESTERVA22601203390908MRI SERVICESVANARELATEDfalseYes (true)
NORTHERN WV HOME HEALTH LLC
220 CAMPUS BLVDWINCHESTERVA22601113779341HOME HEALTHWVNARELATEDfalsefalse$595,916$2,358,9171.00000
VALLEY HEALTH SURGERY CENTER
220 CAMPUS BLVDWINCHESTERVA22601371844781SURGERY CENTERVANARELATEDfalsefalse
VALLEY HEALTH & UVA RADIOSURGERY CTR LLC
220 CAMPUS BLVD SUITE 420WINCHESTERVA22601800928245RADIOSURGERYVANARELATEDfalsefalse$490,609$893,4380.85000

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 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 10233GRAND CAYMANCARRIBBEANCJKY1-10CJ
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 OrgYes (true)GiftGrntCapContriFromOthOrgInd
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 OrgYes (true)RentalOfFacilitiesToOthOrgInd
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 OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1VALLEY HEALTH & UVA RADIOSURGERY CTR LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypesTransactionTypeTxt
Involved$1,295,161InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt