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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T07:02:39-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521357729 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALLEY HEALTH SYSTEM | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 CAMPUS BLVD STE 310 | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800584319 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALLEY HEALTH SYSTEM GROUP RETURN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VALL | BusinessNameControlTxt |
| Phone | 5405366287 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 CAMPUS BLVD STE 310 | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER F GALLAGHER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER F | PersonFirstNm |
| Person Last | GALLAGHER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael Engle | PreparerPersonNm |
| PTIN | P00482834 | PTIN |
| Phone | 5405364300 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK NANTZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 CAMPUS BLVD STE 310 | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,008,956,407 | GrossReceiptsAmt |
| Group Return For Affiliates | Yes (true) | GroupReturnForAffiliatesInd |
| All Affiliates Included | Yes (true) | AllAffiliatesIncludedInd |
| Group Exemption | 5602 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | VALLEYHEALTHLINK.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Activity Or Mission | Serving our community by improving health. Provision of healthcare and medical services. | ActivityOrMissionDesc |
| Voting Members Governing Body | 62 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 43 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 751 | TotalVolunteersCnt |
| Total Gross UBI | $5,257 | TotalGrossUBIAmt |
| PY Contributions Grants | $4,786,808 | PYContributionsGrantsAmt |
| CY Contributions Grants | $75,275,409 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $941,167,203 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $892,614,447 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,209,578 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,977,164 | CYInvestmentIncomeAmt |
| PY Other Revenue | $23,393,084 | PYOtherRevenueAmt |
| CY Other Revenue | $22,227,124 | CYOtherRevenueAmt |
| PY Total Revenue | $971,556,673 | PYTotalRevenueAmt |
| CY Total Revenue | $1,000,094,144 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,402,367 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,438,449 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $360,491,727 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $371,376,000 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $585,039,173 | PYOtherExpensesAmt |
| CY Other Expenses | $595,409,244 | CYOtherExpensesAmt |
| PY Total Expenses | $950,933,267 | PYTotalExpensesAmt |
| CY Total Expenses | $974,223,693 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $20,623,406 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $25,870,451 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,549,813,292 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,769,918,770 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $643,481,994 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $789,931,942 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $906,331,298 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $979,986,828 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Serving our community by improving health. Provision of healthcare and medical services. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $711,139,968 | ExpenseAmt |
| Grant | $7,438,449 | GrantAmt |
| Revenue | $910,640,090 | RevenueAmt |
| Desc | VALLEY 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 | $711,139,968 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 62 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 43 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE LOWMAN | PersonNm |
| Phone | 5405366287 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 CAMPUS BLVD SUITE 310 | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (105 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| MARK H MERRILL | |||||||
| President & CEO | 34.00 | 6.00 | Yes (X) | Yes (X) | $0 | $1,865,681 | $61,330 |
| AYORINDE AKINRINLOLA MD | |||||||
| Emp Physician | 50.00 | 0.00 | $1,036,022 | $0 | $69,513 | ||
| EDWARD KOFSKY | |||||||
| Trustee | 50.00 | 0.00 | Yes (X) | $1,009,287 | $0 | $58,580 | |
| ANDREW BROWN MD | |||||||
| Emp Physician | 50.00 | 0.00 | $875,159 | $0 | $57,942 | ||
| MARK NANTZ | |||||||
| President & CEO | 34.00 | 6.00 | Yes (X) | Yes (X) | $0 | $882,778 | $33,065 |
| PETER GALLAGHER | |||||||
| Sr VP/CFO | 10.00 | 30.00 | Yes (X) | Yes (X) | $0 | $781,790 | $51,003 |
| MESFIN SHIBESHI MD | |||||||
| Emp Physician | 50.00 | 0.00 | $741,909 | $0 | $56,609 | ||
| GRADY W PHILIPS III | |||||||
| Sr VP | 39.00 | 1.00 | Yes (X) | Yes (X) | $730,877 | $0 | $56,415 |
| DAVID ESSAFF MD | |||||||
| Emp Physician | 50.00 | 0.00 | $703,725 | $0 | $27,648 | ||
| BASEL RAMLAWI MD | |||||||
| Emp Physician | 50.00 | 0.00 | $691,708 | $0 | $39,098 | ||
| LEE ROLAND | |||||||
| EMPLOYED PHYSICIAN | 50.00 | 0.00 | $647,399 | $0 | $40,880 | ||
| IYAD SABBAGH | |||||||
| CMO | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $597,679 | $47,013 |
| JAMES BURTON | |||||||
| CIO | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $531,698 | $98,296 |
| TROY GLEMBOT MD | |||||||
| Chairman | 50.00 | 0.00 | Yes (X) | Yes (X) | $598,442 | $0 | $28,018 |
| NICHOLAS RESTREPO | |||||||
| VP MED AFFAIRS | 39.00 | 1.00 | Yes (X) | Yes (X) | $544,787 | $0 | $61,060 |
| PATRICK WAGNER | |||||||
| EMPLOYED PHYSICIAN | 50.00 | 0.00 | $516,197 | $0 | $42,237 | ||
| ROBERT AMOS | |||||||
| Vice President | 39.00 | 1.00 | Yes (X) | Yes (X) | $0 | $499,814 | $48,916 |
| ELIZABETH SAVAGE | |||||||
| VP OF HR | 34.00 | 6.00 | Yes (X) | Yes (X) | $0 | $520,889 | $25,749 |
| JEFFREY FEIT MD | |||||||
| COO VPE | 39.00 | 1.00 | Yes (X) | Yes (X) | $475,493 | $0 | $52,101 |
| JORGE POSADAS | |||||||
| EMPLOYED PHYSICIAN | 50.00 | 0.00 | $480,797 | $0 | $42,632 | ||
| JOSEPH HASHEM MD | |||||||
| MED STAFF PRES | 40.00 | 0.00 | Yes (X) | $474,396 | $0 | $43,484 | |
| CHRIS RUCKER | |||||||
| VP AMBULATORY | 39.00 | 1.00 | Yes (X) | Yes (X) | $447,121 | $0 | $47,271 |
| AUDREA WYNN MD | |||||||
| Chairman | 38.00 | 2.00 | Yes (X) | Yes (X) | $431,502 | $0 | $49,504 |
| FLOYD HEATER | |||||||
| VP/PRES WMH | 39.00 | 1.00 | Yes (X) | Yes (X) | $416,995 | $0 | $42,939 |
| GREG BYRD MD | |||||||
| EMPLOYED PHYSICIAN | 50.00 | 0.00 | $402,068 | $0 | $38,972 | ||
| PATRICIA A DALY MD | |||||||
| CHAIR/EMP PHY | 50.00 | 0.00 | Yes (X) | Yes (X) | $390,919 | $0 | $36,254 |
| JAMES SHERWOOD | |||||||
| VP PROF SVCS | 39.00 | 1.00 | Yes (X) | Yes (X) | $373,677 | $0 | $45,422 |
| ANNE WHITESIDE | |||||||
| CNO WMC | 40.00 | 0.00 | $380,783 | $0 | $38,210 | ||
| PATRICK IRELAND | |||||||
| VICE CHAIR | 2.00 | 40.00 | Yes (X) | Yes (X) | $0 | $403,973 | $0 |
| JAMES DALE | |||||||
| Trustee | 40.00 | 2.00 | Yes (X) | $348,388 | $0 | $41,114 | |
| THOMAS KLUGE | |||||||
| President | 39.00 | 1.00 | Yes (X) | Yes (X) | $321,922 | $0 | $64,757 |
| NELSON T CLARK | |||||||
| VP PRES PMH/SMH | 39.00 | 1.00 | Yes (X) | Yes (X) | $323,268 | $0 | $42,106 |
| JULIAN MARTINEZ | |||||||
| Trustee | 50.00 | 0.00 | Yes (X) | $304,954 | $0 | $45,878 | |
| MATT TOOMEY | |||||||
| VP PT FIN SVCS | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $291,444 | $44,148 |
| ANTHONY HAYWOOD DO | |||||||
| MED STAFF PRES | 40.00 | 0.00 | Yes (X) | $291,393 | $0 | $37,264 | |
| MATTHEW POLK | |||||||
| EMPLOYED PHYSICIAN | 50.00 | 0.00 | $285,290 | $0 | $39,928 | ||
| CARLA DALLMAN | |||||||
| VP RISK MGMT | 10.00 | 30.00 | Yes (X) | Yes (X) | $0 | $278,216 | $40,859 |
| MARK BAKER | |||||||
| VP FACILITIES | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $261,892 | $43,284 |
| ARTHUR TICKNOR | |||||||
| Trustee | 50.00 | 0.00 | Yes (X) | $263,563 | $0 | $39,769 | |
| PHILLIP E GRAYBEAL | |||||||
| CFO SOUTHERN REGION | 40.00 | 0.00 | $258,532 | $0 | $38,419 | ||
| CHRISTINE LOWMAN | |||||||
| Vice President | 10.00 | 30.00 | Yes (X) | Yes (X) | $0 | $279,151 | $12,186 |
| BARBARA WALTER | |||||||
| EMPLOYED PHYSICIAN | 50.00 | 0.00 | $272,736 | $0 | $17,120 | ||
| DAVID SWITZER MD | |||||||
| EMPLOYED PHYSICIAN | 50.00 | 0.00 | $258,782 | $0 | $7,474 | ||
| PATRICK TURNES | |||||||
| MED STAFF PRES | 40.00 | 0.00 | Yes (X) | $223,571 | $0 | $35,206 | |
| TAMMY GASPER | |||||||
| VP SMH | 40.00 | 0.00 | $213,440 | $0 | $29,962 | ||
| TERRI MAYES | |||||||
| VP WMH | 40.00 | 0.00 | $210,178 | $0 | $23,350 | ||
| MARY SAS | |||||||
| VP HMH | 40.00 | 0.00 | $189,652 | $0 | $14,897 | ||
| HEATHER SIGEL | |||||||
| VP WAR | 40.00 | 0.00 | $194,271 | $0 | $8,160 | ||
| JAMES WELLS | |||||||
| Secretary | 48.00 | 0.00 | Yes (X) | Yes (X) | $168,249 | $0 | $20,314 |
| TONIA SUBER | |||||||
| VP OF HR | 30.00 | 10.00 | Yes (X) | Yes (X) | $0 | $163,278 | $19,292 |
| KEVIN BARKO | |||||||
| Trustee | 50.00 | 0.00 | Yes (X) | $132,695 | $0 | $35,540 | |
| JOSEPH SILEK | |||||||
| Chairman | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $13,172 | $0 |
| CHAD DANSIE | |||||||
| Trustee | 2.00 | 2.00 | Yes (X) | $0 | $9,415 | $0 | |
| MARY BETH PRICE | |||||||
| Trustee | 2.00 | 2.00 | Yes (X) | $0 | $2,500 | $0 | |
| THOMAS T GILPIN | |||||||
| Secretary | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $1,000 | $0 |
| HARRY SMITH | |||||||
| Trustee | 2.00 | 2.00 | Yes (X) | $0 | $1,000 | $0 | |
| STEVEN CLUSS | |||||||
| Trustee | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SHERIF KAISER | |||||||
| QMAC Chairman | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHELLE BIXLER | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DOUGLAS KEIM | |||||||
| Trustee | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JIM LONG | |||||||
| Trustee | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JIM CLINE | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SHANNON GEMMA | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JENNA FRENCH | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY LESSAR MD | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CLIFTON RUTHERFORD | |||||||
| Trustee | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY SKILES MD | |||||||
| Trustee | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINE ANDREAE | |||||||
| Chairman | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PATRICIA STROTHER | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| FRED KOZLOWSKI | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TRICIA NASHED | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN LESINSKI | |||||||
| VICE CHAIR WMH | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANTHONY MILLER | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MELODY EATON | |||||||
| Trustee | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CYNTHIA PRICE | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID SOVINE | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KATHERINE JOHNSON | |||||||
| Trustee | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JONATHAN C EZELL | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DARLENE KENT | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL WATTS MD | |||||||
| MED STAFF PRES | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JASON AIKENS | |||||||
| Secretary | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BONNIE LANDIS | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRADLEY CLOSE | |||||||
| Chairman | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEFF BOEHM | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS LESLIE DDS | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BLAKELY CURTIS | |||||||
| Vice Chairman | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CATHERINE DOWLING MD | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| REBECCA STOTLER | |||||||
| Secretary | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LEE MYERS | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID GUM | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER MCDONALD | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DIANE KEARNS | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GREG MERCER | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN POTTER | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TRACY VOSKIKA | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ARNOLD WILLIAMS | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| REBECCA VAUGHN | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ETHEL SHOWMAN | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN WHETZEL | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TRACY MILLER | |||||||
| Vice Chair | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KATHY NERANGIS | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TERRY SINCLAIR MD | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIS MCLOUGHLIN | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PEG GOODYEAR | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE SLONAKER | |||||||
| VICE CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $16,630,147 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $7,385,370 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,041,188 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 613 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WINCHESTER EMERGENCY PHYSICIAN | |||||
| 80 PEACHTREE ROAD SUITE 200 | ASHVILLE | NC | 28801 | PHYSICIAN SERVICES | $10,083,418 |
| TRIMEDX INC | |||||
| 5451 Lakeview Pkwy S Drive | Indianapolis | IN | 46268 | PHYSICIAN SERVICES | $7,595,573 |
| WINCHESTER CARDIOLOGY AND VASCULAR MEDICINE | |||||
| 1870 AMHERST ST SUITE 100 AND 200 | WINCHESTER | VA | 22601 | PHYSICIAN SERVICES | $17,142,119 |
| QUALIVIS LLC | |||||
| 2000 CENTER POINT RD SUITE 2360 | COLUMBIA | SC | 29210 | NURSING SERVICES | $12,546,417 |
| WINCHESTER ANESTHESIOLOGISTS | |||||
| 1720 AMHERST STREET | WINCHESTER | VA | 22601 | PHYSICIAN SERVICES | $7,530,635 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 85 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $244,247 | RelatedOrganizationsAmt |
| Government Grants | $72,260,905 | GovernmentGrantsAmt |
| All Other Contributions | $2,770,257 | AllOtherContributionsAmt |
| Total Contributions | $75,275,409 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ACUTE CARE SERVICES | 621400 | $810,726,788 | $810,726,788 |
| HOME HEALTH SERVICES | 621610 | $11,124,202 | $11,124,202 |
| LONG TERM CARE | 623990 | $16,961,827 | $16,961,827 |
| PHYSICIAN SERVICES | 621110 | $34,087,159 | $34,087,159 |
| REHABILITATION SERVICES | 621400 | $10,716,334 | $10,716,334 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,998,137 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,998,137 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $892,614,447 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,025,523 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $4,274 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,021,249 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,100,698 | RealAmt |
| Personal | $36,878 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,511,851 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$411,153 | RealAmt |
| Personal | $36,878 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$374,275 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $36,878 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$411,153 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,125,278 | SecuritiesAmt |
| Other | $175,527 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,349,164 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$4,223,886 | SecuritiesAmt |
| Other | $175,527 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,048,359 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$4,538,091 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $489,732 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,519 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,248 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,271 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,271 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EDUCATION PROGRAMS | 900099 | $115,122 | $115,122 |
| MEDICAL RECORDS/FEES | 900099 | $425,974 | $425,974 |
| REFUNDS,REBATES,DISCOUNTS | 900099 | $22,021,655 | $22,021,655 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,377 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$37,166 | UnrelatedBusinessRevenueAmt |
| Exclusion | $74,543 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $22,600,128 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,000,094,144 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $910,639,107 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,257 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,174,371 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,288,311 | TotalAmt |
| Program Services | $7,288,311 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,138 | TotalAmt |
| Program Services | $150,138 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,754,333 | TotalAmt |
| Program Services | $9,154,489 | ProgramServicesAmt |
| Management And General | $1,599,844 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,813 | TotalAmt |
| Program Services | $277,813 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,365,229 | TotalAmt |
| Program Services | $261,765,196 | ProgramServicesAmt |
| Management And General | $36,600,033 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,330,916 | TotalAmt |
| Program Services | $8,246,342 | ProgramServicesAmt |
| Management And General | $1,084,574 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,578,403 | TotalAmt |
| Program Services | $28,787,058 | ProgramServicesAmt |
| Management And General | $3,791,345 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,069,306 | TotalAmt |
| Program Services | $17,798,756 | ProgramServicesAmt |
| Management And General | $2,270,550 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,365,430 | TotalAmt |
| Program Services | $10,632,094 | ProgramServicesAmt |
| Management And General | $100,733,336 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $435,660 | TotalAmt |
| Program Services | $16,150 | ProgramServicesAmt |
| Management And General | $419,510 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,864 | TotalAmt |
| Management And General | $204,864 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,532,372 | TotalAmt |
| Management And General | $2,532,372 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,862,486 | TotalAmt |
| Program Services | $107,955,935 | ProgramServicesAmt |
| Management And General | $25,906,551 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,926 | TotalAmt |
| Program Services | $103,874 | ProgramServicesAmt |
| Management And General | $118,052 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,159,454 | TotalAmt |
| Program Services | $2,577,392 | ProgramServicesAmt |
| Management And General | $3,582,062 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,478 | TotalAmt |
| Program Services | $173,605 | ProgramServicesAmt |
| Management And General | $30,873 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,808,927 | TotalAmt |
| Program Services | $4,448,924 | ProgramServicesAmt |
| Management And General | $6,360,003 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $786,003 | TotalAmt |
| Program Services | $605,414 | ProgramServicesAmt |
| Management And General | $180,589 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,164,136 | TotalAmt |
| Program Services | $318,159 | ProgramServicesAmt |
| Management And General | $845,977 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,345,975 | TotalAmt |
| Program Services | $7,531,045 | ProgramServicesAmt |
| Management And General | $4,814,930 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,683,900 | TotalAmt |
| Program Services | $46,154,698 | ProgramServicesAmt |
| Management And General | $29,529,202 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,089,112 | TotalAmt |
| Program Services | $1,909,649 | ProgramServicesAmt |
| Management And General | $3,179,463 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,391,335 | TotalAmt |
| Program Services | $12,391,125 | ProgramServicesAmt |
| Management And General | $2,000,210 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $974,223,693 | TotalAmt |
| Program Services | $711,139,968 | ProgramServicesAmt |
| Management And General | $263,083,725 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,525,401 | BOYAmt |
| EOY | $165,517,764 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,416,353 | BOYAmt |
| EOY | $87,917,458 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,734,804 | BOYAmt |
| EOY | $33,238,195 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,338,129 | BOYAmt |
| EOY | $16,575,280 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,315,976 | BOYAmt |
| EOY | $9,062,552 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,619,246,380 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $895,565,502 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $699,985,965 | BOYAmt |
| EOY | $723,680,878 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,157,704 | BOYAmt |
| EOY | $434,694,173 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,836,728 | BOYAmt |
| EOY | $267,957,287 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,810,592 | BOYAmt |
| EOY | $2,414,694 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,691,640 | BOYAmt |
| EOY | $28,860,489 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,549,813,292 | BOYAmt |
| EOY | $1,769,918,770 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,141,855 | BOYAmt |
| EOY | $82,036,540 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,214 | BOYAmt |
| EOY | $90,991 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $439,992,757 | BOYAmt |
| EOY | $435,071,314 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,242,168 | BOYAmt |
| EOY | $272,733,097 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $643,481,994 | BOYAmt |
| EOY | $789,931,942 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $875,711,487 | BOYAmt |
| EOY | $944,175,950 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,619,811 | BOYAmt |
| EOY | $35,810,878 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $906,331,298 | BOYAmt |
| EOY | $979,986,828 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,549,813,292 | BOYAmt |
| EOY | $1,769,918,770 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $25,870,451 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $56,289,221 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$8,504,142 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | false | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I: Additional Information | The 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 Desigated | The 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (true) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $37,406 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $37,406 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | false | Form4720Filed4912TaxInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1i - Other Activities Description | FormAndLineReferenceDesc |
| Explanation | The 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (true) | AgentTrusteeEtcInd |
| Beginning Balance | $28,694 | BeginningBalanceAmt |
| Additions During Year | $274,802 | AdditionsDuringYearAmt |
| Distributions During Year | $247,214 | DistributionsDuringYearAmt |
| Ending Balance | $56,282 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,077,126 | BeginningYearBalanceAmt |
| Contributions | $2,768,787 | ContributionsAmt |
| Investment Earnings Or Losses | $2,908,797 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $449,241 | OtherExpendituresAmt |
| End Year Balance | $36,305,469 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,890,073 | BeginningYearBalanceAmt |
| Contributions | $2,370,260 | ContributionsAmt |
| Investment Earnings Or Losses | $3,714,141 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $897,348 | OtherExpendituresAmt |
| End Year Balance | $31,077,126 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,311,701 | BeginningYearBalanceAmt |
| Contributions | $1,765,604 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,056,328 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,130,904 | OtherExpendituresAmt |
| End Year Balance | $25,890,073 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,348,297 | BeginningYearBalanceAmt |
| Contributions | $1,193,398 | ContributionsAmt |
| Investment Earnings Or Losses | $2,691,241 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $921,225 | OtherExpendituresAmt |
| End Year Balance | $26,311,701 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,426,900 | BeginningYearBalanceAmt |
| Contributions | $5,434,404 | ContributionsAmt |
| Investment Earnings Or Losses | $957,806 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,470,813 | OtherExpendituresAmt |
| End Year Balance | $23,348,297 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,101,675 | OtherCostOrOtherBasisAmt |
| Book Value | $26,101,675 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,013,357,582 | OtherCostOrOtherBasisAmt |
| Depreciation | $448,528,630 | DepreciationAmt |
| Book Value | $564,828,952 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,905,499 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,999,084 | DepreciationAmt |
| Book Value | $1,906,415 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $515,470,320 | OtherCostOrOtherBasisAmt |
| Depreciation | $401,480,239 | DepreciationAmt |
| Book Value | $113,990,081 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,411,304 | OtherCostOrOtherBasisAmt |
| Depreciation | $35,557,549 | DepreciationAmt |
| Book Value | $16,853,755 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $723,680,878 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $267,957,287 | TotalBookValueSecuritiesAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JOINT VENTURE | Desc |
| Book Value | $2,414,694 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
Other Liabilities Org OtherLiabilitiesOrgGrp (11 entries)
| DescDesc | AmtAmt |
|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $272,733,097 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 1b: Why is organization an agent, trustee, custodian or other intermediary for contrib | VALLEY 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 Footnote | MANAGEMENT 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
| Percent300 | Yes (X) | Percent300Ind |
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | false | ExpensesExceedBudgetInd |
| Unable To Provide Care | false | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 7 | ActivitiesOrProgramsCnt |
| Persons Served | 1705 | PersonsServedCnt |
| Total Community Benefit Expns | $8,359,186 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $8,359,186 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00900 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 14 | ActivitiesOrProgramsCnt |
| Persons Served | 43244 | PersonsServedCnt |
| Total Community Benefit Expns | $122,059,431 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $69,426,202 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $52,633,229 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05690 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 21 | ActivitiesOrProgramsCnt |
| Persons Served | 44949 | PersonsServedCnt |
| Total Community Benefit Expns | $130,418,617 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $69,426,202 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $60,992,415 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06590 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 4627 | ActivitiesOrProgramsCnt |
| Persons Served | 512445 | PersonsServedCnt |
| Total Community Benefit Expns | $3,178,978 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $100,311 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,078,667 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00330 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1699 | ActivitiesOrProgramsCnt |
| Persons Served | 1743 | PersonsServedCnt |
| Total Community Benefit Expns | $7,621,228 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $117,857 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $7,503,371 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00810 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 394 | PersonsServedCnt |
| Total Community Benefit Expns | $5,518,329 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $3,183,234 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,335,095 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00240 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 888 | ActivitiesOrProgramsCnt |
| Persons Served | 1669 | PersonsServedCnt |
| Total Community Benefit Expns | $2,462,471 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $16,663 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,445,808 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00260 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 7215 | ActivitiesOrProgramsCnt |
| Persons Served | 516251 | PersonsServedCnt |
| Total Community Benefit Expns | $18,781,006 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $3,418,065 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $15,362,941 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01640 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 7236 | ActivitiesOrProgramsCnt |
| Persons Served | 561200 | PersonsServedCnt |
| Total Community Benefit Expns | $149,199,623 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $72,844,267 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $76,355,356 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.08230 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 43 | ActivitiesOrProgramsCnt |
| Persons Served | 1262 | PersonsServedCnt |
| Total Community Benefit Expns | $46,957 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $46,957 | NetCommunityBenefitExpnsAmt |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 19 | ActivitiesOrProgramsCnt |
| Persons Served | 2 | PersonsServedCnt |
| Total Community Benefit Expns | $1,357 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,357 | NetCommunityBenefitExpnsAmt |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 900 | PersonsServedCnt |
| Total Community Benefit Expns | $245 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $245 | NetCommunityBenefitExpnsAmt |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 63 | ActivitiesOrProgramsCnt |
| Persons Served | 2164 | PersonsServedCnt |
| Total Community Benefit Expns | $48,559 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $48,559 | NetCommunityBenefitExpnsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $49,482,595 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $331,762,024 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $364,910,968 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$33,148,944 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 6 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (6 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Website AddressWebsiteAddressTxt | State LicenseStateLicenseNum | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Teaching HospitalTeachingHospitalInd | Emergency Room24 HrsEmergencyRoom24HrsInd | OtherOtherDesc | Facility Reporting GroupFacilityReportingGroupCd | Critical Access HospitalCriticalAccessHospitalInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WINCHESTER MEDICAL CENTER | |||||||||||||
| 1 | 1840 AMHERT STREET | WINCHESTER | VA | 22601 | WWW.VALLEYHEALTHLINK.COM | H1916 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | EIN 54-0505979 | A | |
| WARREN MEMORIAL HOSPITAL | |||||||||||||
| 2 | 1000 SHENANDOAH AVENUE | FRONT ROYAL | VA | 22630 | WWW.VALLEYHEALTHLINK.COM | H1913 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | EIN 54-0488103 | A | |
| SHENANDOAH MEMORIAL HOSPITAL | |||||||||||||
| 3 | 759 S MAIN STREET | WOODSTOCK | VA | 22644 | WWW.VALLEYHEALTHLINK.COM | H1900 | Yes (X) | Yes (X) | Yes (X) | EIN 54-0490687 | A | Yes (X) | |
| PAGE MEMORIAL HOSPITAL | |||||||||||||
| 4 | 200 MEMORIAL DRIVE | LURAY | VA | 22835 | WWW.VALLEYHEALTHLINK.COM | H1926 | Yes (X) | Yes (X) | Yes (X) | EIN 54-0551200 | A | Yes (X) | |
| HAMPSHIRE MEMORIAL HOSPITALIN | |||||||||||||
| 5 | 363 SUNRISE BLVD | ROMNEY | WV | 26757 | WWW.VALLEYHEALTHLINK.COM | 69 | Yes (X) | Yes (X) | Yes (X) | EIN 20-8241398 | A | Yes (X) | |
| WAR MEMORIAL HOSPITAL INC | |||||||||||||
| 6 | 1 HEALTHY WAY | BERKELEY SPRINGS | WV | 25411 | WWW.VALLEYHEALTHLINK.COM | 60 | Yes (X) | Yes (X) | Yes (X) | EIN 80-0407200 | A | Yes (X) | |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 6 | FacilityNum |
| First Licensed CY Or PY | false | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | false | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 19 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (true) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | false | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | See Part VI | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Rpt Available Thru Other Method | Yes (X) | RptAvailableThruOtherMethodInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 19 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (true) | StrategyPostedWebsiteInd |
| Strategy Website URL | See Part VI | StrategyWebsiteURLTxt |
| Strategy Attached | false | StrategyAttachedInd |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200.0000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 300.0000 | FPGFamilyIncmLmtDscntCarePct |
| Income Level Criteria | Yes (X) | IncomeLevelCriteriaInd |
| Residency Criteria | Yes (X) | ResidencyCriteriaInd |
| Other Criteria | Yes (X) | OtherCriteriaInd |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | See Part VI | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | See Part VI | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | See Part VI | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | false | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Other Actions Taken | Yes (X) | OtherActionsTakenInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Facility: A 6 - Part V, Section B, Line 5 | Input 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 6a | Valley 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 7d | https://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 11 | Historically, 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 13b | There 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 13h | Certain elective surgeries are excluded, e.g. cosmetic surgery. |
| Facility: A 6 - Part V, Section B, Line 16j | Financial 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 20e | Valley 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/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| VALLEY PHYSICIAN ENTERPRISE INC | ||||
| 220 CAMPUS BLVD | WINCHESTER | VA | 22601 | PHYSICIAN PRACTICES |
| SURGI CENTER OF WINCHESTER INC | ||||
| 1840 AMHERST STREET | WINCHESTER | VA | 22601 | AMBULATORY SURGICAL CLINIC |
| EAST MOUNTAIN HEALTH LLC | ||||
| 68 HERITAGE CIRCLE | ROMNEY | WV | 26757 | WELLNESS CENTER |
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 Report | Yes, 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 Expense | Bad 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 Expense | In 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 Benefit | The 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 Patients | Throughout 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 Assessment | Community 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 Assistance | Valley 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 Information | Valley 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 Health | Valley 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 System | Valley 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 Report | VA WV |
| Part VI - Additional Information | Valley 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| EAST MOUNTAIN HEALTH PHYS | ||||||||
| 1 HEALTHY WAY | BERKELEY SPRING | WV | 25411 | 473767341 | 501C(3) | $6,948,161 | $0 | DIRECT GRANT |
| VALLEY HEALTH | ||||||||
| 220 Campus Blvd | Winchester | VA | 22601 | 521357729 | 501C(3) | $31,170 | $0 | DIRECT GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| SCHOLARSHIPS | 23 | $38,000 | COST |
| INDIGENT CANCER CARE | 18 | $112,138 | COST |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | VIRTUALLY 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | Yes (true) | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (true) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (true) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (51 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 organization | A 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 Regs | Iyad 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 ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd | CUSIPCUSIPNum |
|---|---|---|---|---|---|---|---|---|
| IDA OF CITY OF WINCHESTER | ||||||||
| A | 521232253 | 2017-12-23 | $100,000,000 | SEE ADDITIONAL INFO | false | false | false | |
| IDA OF CITY OF WINCHESTER | ||||||||
| B | 521232253 | 2017-12-13 | $105,665,000 | SEE ADDITIONAL INFO | false | false | false | |
| EDA OF CITY OF WINCHESTER | ||||||||
| C | 900049785 | 2014-10-07 | $47,099,886 | SEE ADDITIONAL INFO | false | false | false | 973121ar7 |
| WV HOSPITAL AUTHORITY | ||||||||
| D | 621256910 | 2014-10-07 | $20,743,547 | SEE ADDITIONAL INFO | false | false | false | 956622H72 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Bond DefeasedBondDefeasedAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $3,600,000 | $98,625,000 | $98,625,000 | 2009 | Yes (true) | false | Yes (true) | Yes (true) | ||
| B | $22,320,000 | $96,680,000 | $96,680,000 | 2013 | Yes (true) | false | Yes (true) | Yes (true) | ||
| C | $4,606,646 | $47,099,886 | $46,523,000 | 2009 | Yes (true) | false | Yes (true) | Yes (true) | $211,660 | $576,776 |
| D | $2,483,586 | $20,743,547 | $20,485,563 | 2009 | Yes (true) | false | Yes (true) | Yes (true) | $85,182 | $257,984 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | Yes (true) | 0.00001 | 0.00001 | false | false | Yes (true) |
| B | false | false | Yes (true) | Yes (true) | 0.00001 | 0.00001 | false | false | Yes (true) |
| C | false | false | Yes (true) | Yes (true) | 0.00001 | 0.00001 | false | false | Yes (true) |
| D | false | false | Yes (true) | Yes (true) | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | false | false | false | Yes (true) |
| B | false | Yes (true) | false | false | false | false | Yes (true) |
| C | false | Yes (true) | false | false | false | false | Yes (true) |
| D | false | Yes (true) | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part VI | FormAndLineReferenceDesc |
| Explanation | PART 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 ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd | CUSIPCUSIPNum |
|---|---|---|---|---|---|---|---|---|
| EDA OF CITY OF WINCHESTER | ||||||||
| A | 900049785 | 2017-11-28 | $12,000,000 | SEE ADDITIONAL INFO | false | false | false | |
| EDA OF CITY OF WINCHESTER | ||||||||
| B | 900049785 | 2015-07-22 | $125,300,316 | SEE ADDITIONAL INFO | false | false | false | 973121BN5 |
| WV HOSPITAL AUTHORITY | ||||||||
| C | 621256910 | 2015-07-22 | $5,533,505 | SEE ADDITIONAL INFO | false | false | false | 956622H98 |
| IDA OF WARREN COUNTY | ||||||||
| D | 540943829 | 2018-07-25 | $54,639,289 | SEE ADDITIONAL INFO | false | false | false | 359023CY2 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $12,000,000 | $12,000,000 | 2014 | Yes (true) | false | Yes (true) | Yes (true) | ||||
| B | $125,300,316 | 2015 | Yes (true) | false | Yes (true) | Yes (true) | $6,386,898 | $996,927 | $124,303,391 | ||
| C | $5,533,505 | 2015 | Yes (true) | false | Yes (true) | Yes (true) | $31,747 | $119,631 | $5,413,074 | ||
| D | $54,639,289 | $39,474,458 | false | false | false | Yes (true) | $944,750 | $14,890,542 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | Yes (true) | false | false | Yes (true) | ||
| B | false | false | Yes (true) | Yes (true) | false | false | Yes (true) | 0.00200 | 0.00200 |
| C | false | false | Yes (true) | Yes (true) | false | false | Yes (true) | ||
| D | false | false | Yes (true) | Yes (true) | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | false | false | false | Yes (true) |
| B | false | Yes (true) | false | false | false | false | Yes (true) |
| C | false | Yes (true) | false | false | false | false | Yes (true) |
| D | false | Yes (true) | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| SUSAN LESSAR | |||
| SEE BELOW | $139,028 | EMPLOYMENT AGREEMENT | false |
| STEPHEN PHILIPS | |||
| SEE BELOW | $33,721 | EMPLOYMENT AGREEMENT | false |
| DENISE DALE | |||
| SEE BELOW | $105,064 | EMPLOYMENT AGREEMENT | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part V Supplemental Information | FormAndLineReferenceDesc |
| Explanation | 1. 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 COMPENSATION | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | Several 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 Shareholder | Valley 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 Body | Valley 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 Shareholders | Valley 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 Process | The 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 Conflicts | All 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 Management | The 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 Available | The organization makes all records available as required by law. |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | FROM PARTNERSHIP K-1s = -$4274 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | OTHER = -$5636 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | POST RETIREMENT OBLIGATION = -$17763723 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | TRANSFER FROM AFFILIATE = $9269491 |
| 1099s | 1099s ARE FILED UNDER RELATED ORGANIZATION VALLEY HEALTH SYSTEM'S EIN 52-1357729. |
| 990T | FORM 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-2S | W-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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALLEY HEALTH SYSTEM | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 CAMPUS BLVD | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521357729 | EIN |
| Primary Activities | HEALTHCARE MGMT SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 12b | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WINCHESTER OPEN MRI | |||||||||||||
| 160 EXETER DRIVE | WINCHESTER | VA | 22601 | 542041643 | MRI SERVICE | VA | NA | RELATED | false | false | |||
| WINCHESTER ENDOSCOPY LLC | |||||||||||||
| 190 CAMPUS BLVD | WINCHESTER | VA | 22601 | 263886651 | ENDOSCOPY SERVICES | VA | NA | RELATED | false | false | |||
| MEDICAL CIRCLE LLC | |||||||||||||
| 12-A MEDICAL CIRCLE | WINCHESTER | VA | 22601 | 203390908 | MRI SERVICES | VA | NA | RELATED | false | Yes (true) | |||
| NORTHERN WV HOME HEALTH LLC | |||||||||||||
| 220 CAMPUS BLVD | WINCHESTER | VA | 22601 | 113779341 | HOME HEALTH | WV | NA | RELATED | false | false | $595,916 | $2,358,917 | 1.00000 |
| VALLEY HEALTH SURGERY CENTER | |||||||||||||
| 220 CAMPUS BLVD | WINCHESTER | VA | 22601 | 371844781 | SURGERY CENTER | VA | NA | RELATED | false | false | |||
| VALLEY HEALTH & UVA RADIOSURGERY CTR LLC | |||||||||||||
| 220 CAMPUS BLVD SUITE 420 | WINCHESTER | VA | 22601 | 800928245 | RADIOSURGERY | VA | NA | RELATED | false | false | $490,609 | $893,438 | 0.85000 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VALLEY REGIONAL ENTERPRISES INC | |||||||||||||||
| 220 CAMPUS BLVD | WINCHESTER | VA | 22601 | 541456064 | MED EQUIP/ AMBLANCE | VA | NA | C CORP | Yes (true) | ||||||
| VIRGINIA SOLUTIONS SPE LTD | |||||||||||||||
| 980507760 | OTHER INSURANCE FUNDS | NA | C CORP | Yes (true) | PO BOX 10233 | GRAND CAYMAN | CARRIBBEAN | CJ | KY1-10 | CJ | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | Yes (true) | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALLEY HEALTH & UVA RADIOSURGERY CTR LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | s | TransactionTypeTxt |
| Involved | $1,295,161 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |