Valley Health System Group Return

WINCHESTER, VA EIN: 80-0584319 Website

Serving our community by improving health. Provision of healthcare and medical services.

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Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$1.8B

+10.0% YoY

Annual Giving

$7.9M

+30.3% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$7.9M

+30.3% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$397M$793M$1.2B$1.6B20202021202220232024
Metric202420232022
Total Assets$1,813,704,654$1,649,360,010$1,635,529,342
Revenue$1,442,236,973$1,222,911,046$1,171,611,070
Expenses$1,339,785,886$1,200,499,902$1,144,882,002
Qualifying Distributions———
Net Investment Income$62,002,866$11,504,891$24,823,858
Distributable Amount———

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$6M$8M2 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

EAST MOUNTAIN HEALTH PHYS$7.9M

Grant Size Distribution

6 grants across all recorded years

1<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M5$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Valley Health System Group Return fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Charbel FawazEMP PHYSICIAN$1.4MDavid SalvettiEmp Physician$1.2MERNESTO JIMENEZEmp Physician$1.1MMark KumarEmp Physician$1.0MTONYA SMITHSVP WMC$1.0MMESFIN SHIBESHIEMPLOYED PHYS$990KNICHOLAS RESTREPOVP MED AFFAIRS$689KCHRIS RUCKERVP AMBULATORY$686KKENNETH JANOWSKI MDVP MED AFFAIRS$653KJEFFREY FEIT MDCOO VPE$634KTERRAL GOODE MDTrustee$633KJEFFREY LESSARFormer Trustee/Emp Physician$613KEDWARD KOFSKYTrustee$582KBRADFORD ROGERSVice President$555KKEVIN SHEPPARDVP OPS &CLINIC$466KGlen BouderTrustee$460KJULIE MIKSITVP OPERATIONS$446KKris MaddalenaVice President$398KGREGORY BYRD MDTrustee$397KJOSEPH HASHEMFormer Trustee/Emp Physician$391KJAKE MEZAVP AMBULATORY$383KPATRICIA DALYFormer Trustee/Emp Physician$373KNELSON T CLARKVP PRES PMH/SMH$359KJENNIFER COELLOVP WMH$353KJulian MartinezFormer Trustee/Emp Physician$313KMATTHEW POLKFormer Trustee/Emp Physician$308KARTHUR TICKNORFormer Trustee/Emp Physician$260KSusan LessarVice President$251KKEVIN BARKOTrustee$211KPATRICK TURNESFormer Trustee/Emp Physician$164KANTHONY HAYWOODFormer Trustee/Emp Physician$158KChris TurnbullFormer Trustee/Emp Physician$105K

From 2024 filing

NameTitleHoursCompensation
MARK NANTZPresident & CEO34—
Charbel FawazEMP PHYSICIAN50$1,424,070
David SalvettiEmp Physician50$1,245,506
ERNESTO JIMENEZEmp Physician50$1,072,828
TONYA SMITHSVP WMC39$1,037,346
Mark KumarEmp Physician50$1,042,483
MESFIN SHIBESHIEMPLOYED PHYS50$989,765
IYAD SABBAGHCMO1—
ROBERT AMOSCFO39—
CHRIS RUCKERVP AMBULATORY39$686,083
NICHOLAS RESTREPOVP MED AFFAIRS39$688,588
KENNETH JANOWSKI MDVP MED AFFAIRS39$652,915
JEFFREY FEIT MDCOO VPE39$633,875
TERRAL GOODE MDTrustee50$633,478
ELIZABETH SAVAGEVP OF HR34—
Barbara BallardCIO10—
JEFFREY LESSARFormer Trustee/Emp Physician50$612,520
EDWARD KOFSKYTrustee50$581,833
BRADFORD ROGERSVice President38$554,518
THERESA TRIVETTEVice President38—
KEVIN SHEPPARDVP OPS &CLINIC38$466,039
Glen BouderTrustee2$459,655
MARK BAKERVP FACILITIES1—
JULIE MIKSITVP OPERATIONS38$445,782
WALTER SOWERSVice President10—
GREGORY BYRD MDTrustee50$396,653
JOSEPH HASHEMFormer Trustee/Emp Physician50$391,206
JAKE MEZAVP AMBULATORY39$383,196
Kris MaddalenaVice President38$398,465
PATRICIA DALYFormer Trustee/Emp Physician50$373,291
NELSON T CLARKVP PRES PMH/SMH39$358,771
CARLA DALLMANVP RISK MGMT10—
CHRISTINE LOWMANVice President10—
JENNIFER COELLOVP WMH39$353,442
MATTHEW POLKFormer Trustee/Emp Physician50$308,146
Julian MartinezFormer Trustee/Emp Physician50$313,387
ARTHUR TICKNORFormer Trustee/Emp Physician50$259,699
Susan LessarVice President38$250,886
KEVIN BARKOTrustee50$210,986
PATRICK TURNESFormer Trustee/Emp Physician50$164,427
ANTHONY HAYWOODFormer Trustee/Emp Physician50$157,745
Chris TurnbullFormer Trustee/Emp Physician30$105,244
DAN ALEXANDERTrustee2—
Harry SmithChairman2—
CHAD DANSIETrustee2—
THOMAS WISETrustee2—
JULIA CONNELLTrustee2—
JEFF BOEHMTrustee2—
CLIFTON RUTHERFORDTrustee2—
STEVEN CLUSSTrustee2—
MARY BETH PRICESecretary2—
MELODY EATONTrustee2—
THOMAS GILPINVice Chairman2—
KATHERINE JOHNSONTrustee2—
Gerald SmithTrustee2—
MICHELLE BIXLERTrustee2—
JENNA FRENCHChairman2—
GREG MERCERTrustee2—
ETHEL SHOWMANVice Chair2—
KAREN WHETZELTrustee2—
Bret HrbeckTrustee2—
BLAKELY CURTISTrustee2—
George HummerTrustee2—
TRACY VOSKIKATrustee2—
Samantha BarberTrustee2—
Lisa LimogesTrustee2—
Kristen PenceTrustee2—
CASEY DOWLINGChairman2—
DAVID GUMTrustee2—
Darlene KentSecretary2—
KIM BLOSSERTrustee2—
JENNIFER MCDONALDVice Chair2—
Gilleland Megan TurnerTrustee2—
DENNIS MCGLOUGHLINTrustee2—
CHARLES MCWILLIAMSTrustee2—
JOHN POTTER MDTrustee2—
JOHN SCHROTHTrustee2—
PATRICIA STROTHERTrustee2—
THOMAS BALLTrustee2—
PEG GOODYEARTrustee2—
BONNIE LANDISTrustee2—
JOHN LESINSKITrustee2—
LEE MEYERTrustee2—
REBECCA VAUGHNTrustee2—
JIM WELLSChairman2—

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

2states

States

VirginiaWest Virginia

Cities

Berkeley SpringWinchester

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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