TO SUPPORT AND ENCOURAGE HEALTHCARE AND RELATED SERVICES THROUGH PROVIDING FINANCIAL, MANAGEMENT, AND OTHER ASSISTANCE TO ITS AFFILIATES AND OTHER ORGANIZATIONS AND THROUGH ALL OTHER RELEVANT MEANS.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$110.6M
+31.4% YoY
Annual Giving
$1.2M
+107.9% YoY
Grant Count
24
+50.0% YoY
Avg Grant Size
$48K
+38.6% YoY
About Valley Health System
Based on IRS filings
Valley Health System is a nonprofit organization focused on Health, based in WINCHESTER, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $110.6M in total assets. In 2024, it awarded 24 grants totaling $1.2M. Net investment income was $20.4M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $110,609,525 | $84,152,690 | $89,818,196 |
| Revenue | $204,470,710 | $189,898,848 | $187,428,345 |
| Expenses | $200,945,377 | $191,525,304 | $181,565,946 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $20,365,139 | $20,723,885 | $22,061,076 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
96 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Mark Nantz | President & CEO | 6 | $2,084,107 |
| Tonya Smith | SVP WMC | 1 | — |
| IYAD SABBAGH | CMO | 39 | $895,066 |
| Patrick Ireland | Former trustee/Physician | — | $852,953 |
| ROBERT AMOS | CFO | 1 | $805,715 |
| CHRIS RUCKER | Vice President | 1 | — |
| NICOLAS RESTREPO | Vice President | 1 | — |
| Kenneth Janowski | Vice President | 1 | — |
| JEFFREY FEIT | Vice President | 1 | — |
| ELIZABETH SAVAGE | SR VP | 6 | $622,181 |
| Barbara Ballard | CIO | 30 | $567,530 |
| Bradford Rogers | Vice President | 2 | — |
| THERESA TRIVETTE | Vice President | 2 | $552,852 |
| KEVIN SHEPPARD | Vice President | 2 | — |
| MARK BAKER | Vice President | 39 | $429,151 |
| JULIE MIKSIT | Vice President | 2 | — |
| WALTER SOWERS | Legal Officer | 30 | $446,117 |
| William Zehner | Former Officer | — | — |
| Sherif Kaiser | Former Officer | — | — |
| David Sharbaugh | Former Officer | — | — |
| James Freilich | Former Officer | — | — |
| Jake Meza | Vice President | 1 | — |
| Kris Maddalena | Vice President | 2 | — |
| NELSON T CLARK | Vice President | 1 | — |
| CARLA DALLMANN | Vice President | 30 | $348,093 |
| CHRISTINE LOWMAN | Controller | 30 | $377,994 |
| Mary Barrick | Former Officer | — | $353,267 |
| Jennifer Coello | Vice President | 1 | — |
| JEFFREY GROESBECK | ASSOC DIRECTOR | 40 | $308,699 |
| Sharon Rigney | Former Officer | — | $293,590 |
| CHRISTOPHER GOODITIS | CTO | 40 | $290,502 |
| Amanda Fleming | Director | 40 | $278,677 |
| Mary Roxer | Former Officer | — | $293,906 |
| CARMEN CLIPPER | VICE PRESIDENT | 40 | $270,293 |
| Heather Sigel | Former Officer | — | — |
| Susan Lessar | Vice President | 2 | — |
| James Dale | Former Trustee | — | $280,135 |
| KELLY BOYD | SR DIRECTOR | 40 | $244,610 |
| Chris Turnbull | Former Med Staf President | — | — |
| Dan Alexander | Trustee | 2 | $45,000 |
| Harry Smith | Chairman | 2 | $21,361 |
| CHAD DANSIE | Trustee | 2 | $17,100 |
| THOMAS WISE | Trustee | 2 | $14,183 |
| JULIA M CONNELL | Trustee | 2 | $12,000 |
| JEFF BOEHM | Trustee | 2 | $9,000 |
| CLIFTON L RUTHERFORD | Trustee | 2 | $9,000 |
| STEVEN CLUSS | Secretary | 2 | $8,000 |
| MARY BETH PRICE | Trustee | 2 | $8,000 |
| MELODY EATON | Trustee | 2 | $6,000 |
| THOMAS GILPIN | Vice Chairman | 2 | $6,000 |
| KATHERINE JOHNSON | Trustee | 2 | $6,000 |
| Gerald Smith | Trustee | 2 | $5,000 |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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OAKTON, VA
Assets
$385K
Grants
5
Total Given
$189K
Stone Ridge Foundation
ALTAVISTA, VA
Assets
$6.4M
Grants
2
Total Given
$15K
Lawrence and Ira Straus Charitable Tr
ARLINGTON, VA
Assets
$236K
Grants
12
Total Given
$8K
Iraqi Children Foundation Inc
FAIRFAX, VA
Assets
$101K
Grants
2
Total Given
$610K
Mjh Foundation
VIRGINIA BEACH, VA
Assets
$46.5M
Grants
1
Total Given
$1.9M
The Roth Family Foundation
ARLINGTON, VA
Assets
$67K
Grants
1
Total Given
$25K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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