Valley View Foundation Inc is a private foundation based in Ada, Oklahoma, with a focus on health and wellness initiatives. The organization was established in 2015, though its history traces back to 1935 when community leaders in Ada formed a community hospital corporate structure that became Valley View Hospital. The foundation evolved from Valley View Health and Wellness Foundation, changing to its current name in 2017. It is managed by Foundation Management, an Oklahoma-based company.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$48.4M
+2.4% YoY
Annual Giving
$2.3M
-74.2% YoY
Grant Count
10
-16.7% YoY
Avg Grant Size
$226K
-69.1% YoY
Under IRS private-foundation payout rules, Valley View Foundation Inc reported a distributable amount of $2.3M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's mission is to "promote and improve the health and wellness of the residents of the city of Ada and surrounding areas with an emphasis in Pontotoc County."
Primary funding areas include:
- Disease prevention and immediate health needs
- Healthcare infrastructure and equipment
- Healthcare education and health-related higher education
- Public health initiatives
- Human services and aging programs
- Support for vulnerable and elderly populations
Grantmaking
Average Grant
amount: $1,000–$6,759,118
Review Cycle
December 1
How to Apply
**
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Geographic Focus
Where this funder awards grants
Grantmaking is limited to Ada, Oklahoma and surrounding areas within Pontotoc County. The foundation funds local efforts and maintains a narrow geographic focus on this region.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $48,433,987
- Total Revenue: $2,086,043
- Total Expenses: $2,543,600
- Total Giving: $2,004,820
Historical Context: The foundation receives monthly rent payments of $150,000 from Mercy Health Oklahoma Communities, Inc. under a hospital lease agreement effective July 1, 2013, for substantially all assets of Valley View Hospital.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $48,433,987 | $47,311,963 | $23,363,467 |
| Revenue | $2,086,043 | $2,906,725 | $3,103,080 |
| Expenses | $2,543,600 | $9,074,935 | $2,201,176 |
| Qualifying Distributions | $2,174,848 | $2,164,186 | $1,445,643 |
| Net Investment Income | $1,819,664 | $2,712,684 | $2,270,333 |
| Distributable Amount | $2,311,820 | $2,260,382 | $2,173,769 |
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
53 grants across all recorded years
Open Grants
1 open opportunity from Valley View Foundation Inc
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include East Central University Foundation ($1,700,000), Ada Community Cancer Center ($254,381), Compassion Outreach Center Inc ($110,000).
| Recipient | Purpose | Amount |
|---|---|---|
| EAST CENTRAL UNIVERSITY FOUNDATION ADA, OK | FINACIAL SUPPORT | $55,000 |
| EAST CENTRAL UNIVERSITY FOUNDATION ADA, OK | FINACIAL SUPPORT | $1,700,000 |
| 22ND JUDICIAL DISTRICT CASA INC ADA, OK | FINACIAL SUPPORT | $7,400 |
| ADA SENIOR CARE CENTER ADA, OK | FINACIAL SUPPORT | $25,000 |
| COMPASSION OUTREACH CENTER INC ADA, OK | FINACIAL SUPPORT | $110,000 |
| LATTA PUBLIC SCHOOLS ADA, OK | FINACIAL SUPPORT | $28,819 |
| OKLAHOMA PROJECT WOMAN TULSA, OK | FINACIAL SUPPORT | $10,000 |
| TEAM TYMAN LOVE LEGACY CORP HOLDENVILLE, OK | FINACIAL SUPPORT | $40,000 |
| ADA COMMUNITY CANCER CENTER ADA, OK | FINACIAL SUPPORT | $254,381 |
| BECAUSE WE CARE PHILANTHROPY INC OKLAHOMA CITY, OK | FINACIAL SUPPORT | $28,601 |
Leadership & Key People
Leadership team and compensation from IRS filings
Board of Directors:
- Susie Summers, President
- Mark Weems, Vice President
- Bart McCortney, Secretary/Treasurer
- Angela Eppler, Director
- Dr. Audra Cook, Director
- Bill Lance, Director
- Doree Thompson, Director
- Kyle Stuart, Director, Immediate Past President
- Semira Charboneau, Director
- Yoli Vazquez, Director
- Zack Broderick, Director
All board members serve without compensation.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SEMIRA CHARBONEAU | DIRECTOR | 1 | — |
| ANGELA EPPLER | DIRECTOR | 1 | — |
| BILL LANCE | DIRECTOR | 1 | — |
| BART MCCORTNEY | DIRECTOR | 1 | — |
| DOREE THOMPSON | DIRECTOR | 1 | — |
| AUDRA COOK | DIRECTOR | 1 | — |
| ZACK BRODERICK | DIRECTOR | 1 | — |
| YOLI VAZQUEZ | DIRECTOR | 1 | — |
| KYLE STUART | PRESIDENT | 1 | — |
| MARK WEEMS | VICE-PRESIDENT | 1 | — |
| SUSIE SUMMERS | SECRETARY/TREASURER | 1 | — |
| KARI BLAKELY | ASSISTANT SECRETARY | 1 | — |
| NANCY GADEN | ASSISTANT TREASURER | 1 | — |
Recent News & Activity
Recent developments and announcements
The foundation presented a $2 million grant to East Central University Foundation for a new nursing building, demonstrating its commitment to healthcare education in the region.
Valley View Educational Enrichment Foundation Awarded American Water CharitableSubject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Valley View Foundation Inc fund?
The foundation's mission is to "promote and improve the health and wellness of the residents of the city of Ada and surrounding areas with an emphasis in Pontotoc County." Primary funding areas include: • Disease prevention and immediate health needs • Healthcare infrastructure and equipment • Healthcare education and health-related higher education • Public health initiatives • Human services and aging programs • Support for vulnerable and elderly populations
How do I apply for a grant from Valley View Foundation Inc?
**Grant Activity:** • Awards approximately ten or fewer grants per year, though some are substantial • Many grantees in Ada receive ongoing or repeated support from the foundation • Total giving in 2024: $2,004,820 • Average grant amount: $1,000–$6,759,118 • Recent grants awarded include $1,700,000 to East Central University Foundation, $110,000 to Compassion Outreach Center, and grants to Ada Senior Care Center, Infant Crisis Services, Murray County EMS, Pontotoc Technology Center, and Team Ty…
Where does Valley View Foundation Inc make grants?
Grantmaking is limited to Ada, Oklahoma and surrounding areas within Pontotoc County. The foundation funds local efforts and maintains a narrow geographic focus on this region.
What size grants does Valley View Foundation Inc award?
In 2024, Valley View Foundation Inc awarded 10 grants totaling $2.3M — an average of about $226K per grant, based on its IRS Form 990 filings.
How much is Valley View Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Valley View Foundation Inc reported a distributable amount of $2.3M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Valley View Foundation Inc's EIN?
Valley View Foundation Inc's EIN (Employer Identification Number) is 73-0630359. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Valley View Foundation Inc's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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