Valley Health System

WINCHESTER, VA EIN: 52-1357729 Website

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.

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Financial Overview

From 2024 IRS Form 990-PF

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

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$56M$112M$169M$225M20202021202220232024
Metric202420232022
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

$0$318K$636K$954K$1M22 grants202017 grants202117 grants202216 grants202324 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

SINCLAIR HEALTH CLINIC$210KOUR HEALTH$185KNSV SUBSTANCE ABUSE COAL…$155KWinchester Rescue Mission$125KHorizon Goodwill Industr…$100KWinchester Medical Ctr F…$100KSHENANDOAH APPLE BLOSSOM$39KChamber of Commerce$27KMountaineer Community He…$25KWATTS$25K

Grant Size Distribution

96 grants across all recorded years

68<$50K13$50–100K12$100–250K3$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Valley Health System fund?

Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Mark NantzPresident & CEO$2.1MIYAD SABBAGHCMO$895KPatrick IrelandFormer trustee/Physician$853KROBERT AMOSCFO$806KELIZABETH SAVAGESR VP$622KBarbara BallardCIO$568KTHERESA TRIVETTEVice President$553KWALTER SOWERSLegal Officer$446KMARK BAKERVice President$429KCHRISTINE LOWMANController$378KMary BarrickFormer Officer$353KCARLA DALLMANNVice President$348KJEFFREY GROESBECKASSOC DIRECTOR$309KMary RoxerFormer Officer$294KSharon RigneyFormer Officer$294KCHRISTOPHER GOODITISCTO$291KJames DaleFormer Trustee$280KAmanda FlemingDirector$279KCARMEN CLIPPERVICE PRESIDENT$270KKELLY BOYDSR DIRECTOR$245KDan AlexanderTrustee$45KHarry SmithChairman$21KCHAD DANSIETrustee$17KTHOMAS WISETrustee$14KJULIA M CONNELLTrustee$12KJEFF BOEHMTrustee$9KCLIFTON L RUTHERFORDTrustee$9KSTEVEN CLUSSSecretary$8KMARY BETH PRICETrustee$8KMELODY EATONTrustee$6KTHOMAS GILPINVice Chairman$6KKATHERINE JOHNSONTrustee$6KGerald SmithTrustee$5K

From 2024 filing

NameTitleHoursCompensation
Mark NantzPresident & CEO6$2,084,107
Tonya SmithSVP WMC1—
IYAD SABBAGHCMO39$895,066
Patrick IrelandFormer trustee/Physician—$852,953
ROBERT AMOSCFO1$805,715
CHRIS RUCKERVice President1—
NICOLAS RESTREPOVice President1—
Kenneth JanowskiVice President1—
JEFFREY FEITVice President1—
ELIZABETH SAVAGESR VP6$622,181
Barbara BallardCIO30$567,530
Bradford RogersVice President2—
THERESA TRIVETTEVice President2$552,852
KEVIN SHEPPARDVice President2—
MARK BAKERVice President39$429,151
JULIE MIKSITVice President2—
WALTER SOWERSLegal Officer30$446,117
William ZehnerFormer Officer——
Sherif KaiserFormer Officer——
David SharbaughFormer Officer——
James FreilichFormer Officer——
Jake MezaVice President1—
Kris MaddalenaVice President2—
NELSON T CLARKVice President1—
CARLA DALLMANNVice President30$348,093
CHRISTINE LOWMANController30$377,994
Mary BarrickFormer Officer—$353,267
Jennifer CoelloVice President1—
JEFFREY GROESBECKASSOC DIRECTOR40$308,699
Sharon RigneyFormer Officer—$293,590
CHRISTOPHER GOODITISCTO40$290,502
Amanda FlemingDirector40$278,677
Mary RoxerFormer Officer—$293,906
CARMEN CLIPPERVICE PRESIDENT40$270,293
Heather SigelFormer Officer——
Susan LessarVice President2—
James DaleFormer Trustee—$280,135
KELLY BOYDSR DIRECTOR40$244,610
Chris TurnbullFormer Med Staf President——
Dan AlexanderTrustee2$45,000
Harry SmithChairman2$21,361
CHAD DANSIETrustee2$17,100
THOMAS WISETrustee2$14,183
JULIA M CONNELLTrustee2$12,000
JEFF BOEHMTrustee2$9,000
CLIFTON L RUTHERFORDTrustee2$9,000
STEVEN CLUSSSecretary2$8,000
MARY BETH PRICETrustee2$8,000
MELODY EATONTrustee2$6,000
THOMAS GILPINVice Chairman2$6,000
KATHERINE JOHNSONTrustee2$6,000
Gerald SmithTrustee2$5,000

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

3states

States

MarylandVirginiaWest Virginia

Cities

AlexandriaBerkeley SpringFront RoyalHagerstownLurayMartinsburgMiddle RiverMiddletownPaw PawRomneyWeyers CaveWinchesterWoodstock

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

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