Valley Health System Group Return
Serving our community by improving health. Provision of healthcare and medical services.
Valley Health System Group Return at a glance
In short: Valley Health System Group Return gave $7.9M across 1 grant in 2024 (avg $7.9M), mostly in West Virginia. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $7,916,056
- +30.3% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $7,916,056
- +30.3% vs 2023
- Median grant
- $7,916,056
- Total assets
- $1,813,704,654
- +10.0% vs 2023
- Primary geography
- West Virginia (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who Valley Health System Group Return funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was East Mountain Health Phys ($7.9M).
Grant Size Distribution
6 grants across all recorded years
The most common grant size was $5M or more: 5 grants of 6 (83%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Valley Health System Group Return gives
- Giving grew 43% from 2021 to 2024. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $5.6M (2021) to $7.9M (2024). In 2024 it made 1 grant totaling $7.9M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| East Mountain Health Phys Berkeley Spring, WV | Direct Grant | $7,916,056 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $1,813,704,654 | $1,442,236,973 | $1,339,785,886 | $7,916,056 | 1 | $62,002,866 |
| 2023 | $1,649,360,010 | $1,222,911,046 | $1,200,499,902 | $6,073,349 | 1 | $11,504,891 |
| 2022 | $1,635,529,342 | $1,171,611,070 | $1,144,882,002 | $5,862,743 | 1 | $24,823,858 |
| 2021 | $1,795,910,030 | $1,117,435,152 | $1,084,405,809 | $5,552,134 | 1 | $35,049,594 |
| 2020 | $1,769,918,770 | $1,000,094,144 | $974,223,693 | $6,979,331 | 2 | $9,977,164 |
About Valley Health System Group Return
Based on IRS filings
Valley Health System Group Return is a public charity, based in Winchester, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8B in total assets. In 2024, it awarded 1 grant totaling $7.9M. Net investment income was $62.0M.
Leadership & Key People
Officers and directors from IRS filings
Valley Health System Group Return is led by Mark Nantz, President & CEO on every filing since 2020; 32 of 85 officers listed in 2024 are compensated.
Officers on the 2024 filing
Mark Nantz
President & CEO
On filings since 2020
34 hrs/week
No compensation reported
Harry Smith
Chairman
Trustee → Chairman, 2022
On filings since 2020
2 hrs/week
No compensation reported
Jenna French
Chairman
Trustee → Chairman, 2022
On filings since 2020
2 hrs/week
No compensation reported
Jim Wells
Chairman
On filings since 2022
2 hrs/week
No compensation reported
Casey Dowling
Chairman
New on the 2024 filing
2 hrs/week
No compensation reported
Edward Kofsky
Trustee
On filings since 2020
50 hrs/week
$1M (2020) → $582K (2024)
Kevin Barko
Trustee
On filings since 2020
50 hrs/week
$133K (2020) → $211K (2024)
Steven Cluss
Trustee
On filings since 2020
2 hrs/week
$1K (2021) → $0 (2024)
Gregory Byrd MD
Trustee
On filings since 2022
50 hrs/week
$401K (2022) → $397K (2024)
Terral Goode MD
Trustee
On filings since 2022
50 hrs/week
$573K (2022) → $633K (2024)
Thomas Ball
Trustee
On filings since 2022
2 hrs/week
$2K (2022) → $0 (2024)
Glen Bouder
Trustee
On filings since 2023
2 hrs/week
$460K (2024)
Blakely Curtis
Trustee
Vice Chairman → Chair, 2021
Chair → Trustee, 2024
On filings since 2020
2 hrs/week
No compensation reported
Bonnie Landis
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Chad Dansie
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Clifton Rutherford
Trustee
On filings since 2020
2 hrs/week
No compensation reported
David Gum
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Dennis McGloughlin
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Greg Mercer
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Jeff Boehm
Trustee
On filings since 2020
2 hrs/week
No compensation reported
John Lesinski
Trustee
Vice Chair Wmh → Trustee Wmhf, 2021
Trustee Wmhf → Trustee, 2022
On filings since 2020
2 hrs/week
No compensation reported
John Potter MD
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Karen Whetzel
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Katherine Johnson
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Melody Eaton
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Michelle Bixler
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Patricia Strother
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Peg Goodyear
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Rebecca Vaughn
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Tracy Voskika
Trustee
Vice Chairman → Vice Chair, 2022
Vice Chair → Trustee, 2024
On filings since 2020
2 hrs/week
No compensation reported
John Schroth
Trustee
On filings since 2021
2 hrs/week
No compensation reported
Charles McWilliams
Trustee
On filings since 2022
2 hrs/week
No compensation reported
Julia Connell
Trustee
On filings since 2022
2 hrs/week
No compensation reported
Kim Blosser
Trustee
On filings since 2022
2 hrs/week
No compensation reported
Thomas Wise
Trustee
On filings since 2022
2 hrs/week
No compensation reported
Dan Alexander
Trustee
On filings since 2023
2 hrs/week
No compensation reported
Gerald Smith
Trustee
On filings since 2023
2 hrs/week
No compensation reported
Gilleland Megan Turner
Trustee
On filings since 2023
2 hrs/week
No compensation reported
Kristen Pence
Trustee
On filings since 2023
2 hrs/week
No compensation reported
Lisa Limoges
Trustee
On filings since 2023
2 hrs/week
No compensation reported
Bret Hrbeck
Trustee
New on the 2024 filing
2 hrs/week
No compensation reported
George Hummer
Trustee
New on the 2024 filing
2 hrs/week
No compensation reported
Lee Meyer
Trustee
New on the 2024 filing
2 hrs/week
No compensation reported
Samantha Barber
Trustee
New on the 2024 filing
2 hrs/week
No compensation reported
Anthony Haywood
Former Trustee & Emp Physician
Med Staff President → Former Trustee, 2022
Former Trustee → Former Trustee & Emp Physician, 2024
On filings since 2020
50 hrs/week
$291K (2020) → $158K (2024)
Arthur Ticknor
Former Trustee & Emp Physician
Trustee → Former Trustee, 2022
Former Trustee → Former Trustee & Emp Physician, 2024
On filings since 2020
50 hrs/week
$264K (2020) → $260K (2024)
Chris Rucker
Vice President Ambulatory
On filings since 2020
39 hrs/week
$447K (2020) → $686K (2024)
Jeffrey Feit MD
COO Vpe
On filings since 2020
39 hrs/week
$475K (2020) → $634K (2024)
Jeffrey Lessar
Former Trustee & Emp Physician
Trustee → Former Trustee & Physician, 2023
Former Trustee & Physician → Former Trustee & Emp Physician, 2024
On filings since 2020
50 hrs/week
$238K (2021) → $613K (2024)
Joseph Hashem
Former Trustee & Emp Physician
Med Staff President → Former Trustee, 2022
Former Trustee → Former Trustee & Emp Physician, 2024
On filings since 2020
50 hrs/week
$474K (2020) → $391K (2024)
Julian Martinez
Former Trustee & Emp Physician
Trustee → Former Trustee & Emp Physician, 2024
On filings since 2020
50 hrs/week
$305K (2020) → $313K (2024)
Matthew Polk
Former Trustee & Emp Physician
Employed Physician → Former Trustee, 2022
Former Trustee → Former Trustee & Emp Physician, 2024
On filings since 2020
50 hrs/week
$285K (2020) → $308K (2024)
Mesfin Shibeshi
Employed Phys
Emp Physician → Employed Phys, 2022
On filings since 2020
50 hrs/week
$742K (2020) → $990K (2024)
Nelson T. Clark
Vice President President Pmh & Smh
On filings since 2020
39 hrs/week
$323K (2020) → $359K (2024)
Nicholas Restrepo
Vice President Med Affairs
On filings since 2020
39 hrs/week
$545K (2020) → $689K (2024)
Patricia A. Daly MD
Former Trustee & Emp Physician
Chair & Emp Phy → Former Trustee, 2022
Former Trustee → Former Trustee & Emp Physician, 2024
On filings since 2020
50 hrs/week
$391K (2020) → $373K (2024)
Patrick Turnes
Former Trustee & Emp Physician
Med Staff President → Former Trustee, 2022
Former Trustee → Former Trustee & Emp Physician, 2024
On filings since 2020
50 hrs/week
$224K (2020) → $164K (2024)
Bradford Rogers
Vice President
On filings since 2021
38 hrs/week
$143K (2021) → $555K (2024)
Chris Turnbull
Former Trustee & Emp Physician
Trustee → Md Staff President, 2022
Md Staff President → Former Trustee & Emp Physician, 2024
On filings since 2021
30 hrs/week
$110K (2021) → $105K (2024)
Ernesto Jimenez
Emp Physician
On filings since 2021
50 hrs/week
$689K (2021) → $1.1M (2024)
Kevin Sheppard
Vice President Ops & Clinic
Vice President → Vice President Ops & Clinic, 2022
On filings since 2021
38 hrs/week
$344K (2021) → $466K (2024)
Jake Meza
Vice President Ambulatory
On filings since 2022
39 hrs/week
$319K (2022) → $383K (2024)
Jennifer Coello
Vice President Wmh
On filings since 2022
39 hrs/week
$283K (2022) → $353K (2024)
Julie Miksit
Vice President Operations
On filings since 2022
38 hrs/week
$316K (2022) → $446K (2024)
Kenneth Janowski MD
Vice President Med Affairs
On filings since 2022
39 hrs/week
$449K (2022) → $653K (2024)
Tonya Smith
Senior Vice President Wmc
On filings since 2022
39 hrs/week
$385K (2022) → $1M (2024)
Kris Maddalena
Vice President
On filings since 2023
38 hrs/week
$122K (2023) → $398K (2024)
Susan Lessar
Vice President
On filings since 2023
38 hrs/week
$191K (2023) → $251K (2024)
Charbel Fawaz
Emp Physician
New on the 2024 filing
50 hrs/week
$1.4M (2024)
David Salvetti
Emp Physician
New on the 2024 filing
50 hrs/week
$1.2M (2024)
Mark Kumar
Emp Physician
New on the 2024 filing
50 hrs/week
$1M (2024)
Carla Dallman
Vice President Risk Management
On filings since 2020
10 hrs/week
No compensation reported
Christine Lowman
Vice President
On filings since 2020
10 hrs/week
No compensation reported
Darlene Kent
Secretary
Trustee → Secretary, 2024
On filings since 2020
2 hrs/week
No compensation reported
Elizabeth Savage
Vice President of Hr
On filings since 2020
34 hrs/week
No compensation reported
Ethel Showman
Vice Chair
Trustee → Vice President, 2022
Vice President → Vice Chair, 2024
On filings since 2020
2 hrs/week
No compensation reported
Iyad Sabbagh
CMO
On filings since 2020
1 hr/week
No compensation reported
Jennifer McDonald
Vice Chair
Trustee → Vice Chair, 2024
On filings since 2020
2 hrs/week
No compensation reported
Mark Baker
Vice President Facilities
On filings since 2020
1 hr/week
No compensation reported
Mary Beth Price
Secretary
Trustee → Secretary, 2022
On filings since 2020
2 hrs/week
No compensation reported
Robert Amos
CFO
Vice President → CFO, 2024
On filings since 2020
39 hrs/week
No compensation reported
Thomas T. Gilpin
Vice Chairman
Secretary → Vice Chairman, 2022
On filings since 2020
2 hrs/week
No compensation reported
Theresa Trivette
Vice President
On filings since 2021
38 hrs/week
No compensation reported
Walter Sowers
Vice President
On filings since 2021
10 hrs/week
No compensation reported
Barbara Ballard
CIO
New on the 2024 filing
10 hrs/week
No compensation reported
Former officers (75)
- Former: Andrew Brown (2020–2023) — Emp Physician
- Former: Catherine Dowling (2020–2023) — Trustee
- Former: Floyd Heater (2020–2023) — Former Officer
- Former: Heather Sigel (2020–2023) — Vice President
- Former: Jason Aikens (2020–2023) — Secretary
- Former: Lee Myers (2020–2023) — Trustee
- Former: Mary Sas (2020–2023) — Vice President
- Former: Matt Toomey (2020–2023) — Former Vice President
- Former: Patrick Ireland (2020–2023) — Former Trustee & Physician
- Former: Peter Gallagher (2020–2023) — Former CFO
- Former: Phillip E. Graybeal (2020–2023) — Former Officer
- Former: Shannon Gemma (2020–2023) — Trustee
- Former: Sherif Kaiser (2020–2023) — Vice President
- Former: Thomas Kluge (2020–2023) — Former Officer
- Former: Thomas Leslie (2020–2023) — Trustee
- Former: Troy Glembot MD (2020–2023) — Trustee
- Former: Marie Imoh (2021–2023) — Trustee
- Former: Tammy Gasper Landis (2021–2023) — Former Supervisor
- Former: Blake Curtis (2022–2023) — Chairman
- Former: Vivek K. Gupta MD (2022–2023) — Emp Physician
- Former: David Sharbaugh (2023) — Vice President
- Former: James Freilich (2023) — Vice President
- Former: Joshua T. Prickett (2023) — Emp Physician
- Former: Mary Barrick (2023) — Vice President
- Former: Mary Roxer (2023) — Vice President
- Former: Sharon Rigney (2023) — Vice President
- Former: William James Zehner (2023) — Vice President
- Former: Anne Whiteside (2020–2022) — Vice President
- Former: Audrea Wynn (2020–2022) — Former Trustee
- Former: Christine Andreae (2020–2022) — Trustee
- Former: David Sovine (2020–2022) — Trustee
- Former: Grady W. Philips III (2020–2022) — Frmr Vice President
- Former: James Burton (2020–2022) — Former Officer
- Former: James Dale (2020–2022) — Trustee
- Former: Jorge Posadas (2020–2022) — Former Trustee
- Former: Joseph Silek (2020–2022) — Frmr Chair
- Former: Kathy Nerangis (2020–2022) — Trustee
- Former: Mark H. Merrill (2020–2022) — Trustee
- Former: Tonia Suber (2020–2022) — Vice President
- Former: Emmie Strassberg MD (2022) — Emp Physician
- Former: Jeff Lessar (2022) — Trustee
- Former: Kenneth Mason (2022) — Former Trustee
- Former: Nancy Ripari (2022) — Vice President
- Former: Anthony Miller (2020–2021) — Trustee
- Former: Arnold Williams (2020–2021) — Trustee
- Former: Ayorinde Akinrinlola MD (2020–2021) — Emp Physician
- Former: Barbara Walter (2020–2021) — Employed Physician
- Former: Bradley Close (2020–2021) — Chairman
- Former: Cynthia Price (2020–2021) — Secretary
- Former: David Switzer MD (2020–2021) — Employed Physician
- Former: Diane Kearns (2020–2021) — Trustee
- Former: Fred Kozlowski (2020–2021) — Trustee
- Former: James Sherwood (2020–2021) — Vice President Prof Svcs
- Former: James Wells (2020–2021) — Secretary
- Former: Jeffrey Skiles MD (2020–2021) — Trustee
- Former: Jim Long (2020–2021) — Trustee
- Former: Rebecca Stotler (2020–2021) — Secretary
- Former: Steve Slonaker (2020–2021) — Chairman
- Former: Terri Mayes (2020–2021) — Vice President Wmh
- Former: Tracy Miller (2020–2021) — Vice Chair
- Former: Shalini Reddy (2021) — Emp Physician
- Former: Teresa Clawson (2021) — Employed Physician
- Former: Trisha Nashed (2021) — Trustee
- Former: Basel Ramlawi MD (2020) — Emp Physician
- Former: David Essaff MD (2020) — Emp Physician
- Former: Douglas Keim (2020) — Trustee
- Former: Greg Byrd MD (2020) — Employed Physician
- Former: Jim Cline (2020) — Trustee
- Former: Jonathan C. Ezell (2020) — Trustee
- Former: Lee Roland (2020) — Employed Physician
- Former: Michael Watts MD (2020) — Med Staff President
- Former: Patrick Wagner (2020) — Employed Physician
- Former: Tammy Gasper (2020) — Vice President Smh
- Former: Terry Sinclair MD (2020) — Trustee
- Former: Tricia Nashed (2020) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $1.4M, to Charbel Fawaz (Emp Physician). 32 officers or directors reported compensation on that filing.
Frequently asked questions about Valley Health System Group Return
How much does Valley Health System Group Return give each year?
Valley Health System Group Return gave $7.9M across 1 grant in 2024, according to its 2024 IRS Form 990. In 2023 it gave $6.1M across 1 grant.
How large is Valley Health System Group Return?
Valley Health System Group Return reported $1.8B in total assets on its 2024 IRS Form 990. Its revenue that year was $1.4B.
Where does Valley Health System Group Return operate?
Valley Health System Group Return has awarded grants in Virginia, West Virginia.
What is Valley Health System Group Return's EIN?
Valley Health System Group Return's EIN (Employer Identification Number) is 80-0584319. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 11, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 14, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 14, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 13, 2025)
- IRS filings on file for fiscal years 2020–2024
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