VALLEY HEALTH SYSTEM

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

MARK NANTZ

Phone

5405366287

Tax Period

2023-01-01 to 2023-12-31

VALLEY HEALTH SYSTEM, founded in 1983, is a major nonprofit in the Health Care sector that reported $189.9M in total revenue in fiscal year 2023.

Mission

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.

Program Service Accomplishments

Program 1

Expenses: $161,936,962 Revenue: $167,495,030

ORGANIZATION PROVIDED MANAGEMENT AND/OR SUPPORT SERVICES TO 14 SUBSIDIARIES AND 8 OUTSIDE HEALTHCARE ORGANIZATIONS DURING 2023.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,677,835

Program Service Revenue $163,444,637

Investment Income $20,723,885

Other Revenue $4,052,491

TOTAL REVENUE $189,898,848

Expense Breakdown

Grants Paid $1,085,335

Salaries & Benefits $107,495,506

Fundraising Expenses $904,025

Program Expenses $161,936,962

Other Expenses $82,929,632

TOTAL EXPENSES $191,525,304

Year-over-Year Comparison

	2023	2022	Change
Revenue	$189,898,848	$187,428,345	+0.0%
Expenses	$191,525,304	$181,565,946	+0.1%
Net Income	$-1,626,456	$5,862,399	-1.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

7367

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$16,561,848

Total Directors

$2,277,975

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mark Nantz	President	6.00	Officer Director	$1,911,133	$78,248	$1,989,381
Tonya Smith	SRVP Acute Care	1.00	Officer	$0	$58,455	$1,025,625
IYAD SABBAGH	CHIEF PHYS EXEC	39.00	Officer	$887,687	$52,837	$940,524
NICOLAS RESTREPO	Vice President	1.00	Officer	$0	$71,681	$810,380
CHRIS RUCKER	Vice President	1.00	Officer	$0	$79,960	$749,700
JEFFREY FEIT	Vice President	1.00	Officer	$0	$61,607	$723,498
ROBERT AMOS	VP/ WMC CFO	1.00	Officer	$661,811	$53,455	$715,266
Kenneth Janowski	Vice President	1.00	Officer	$0	$46,879	$693,236
Peter Gallagher	Former CFO	0.00		$651,215	$38,383	$689,598
ELIZABETH SAVAGE	SR VP	6.00	Officer	$630,687	$28,542	$659,229
THERESA TRIVETTE	Vice President	2.00	Officer	$531,532	$48,509	$580,041
Bradford Rogers	Vice President	2.00	Officer	$0	$43,659	$555,207
KEVIN SHEPPARD	Vice President	2.00	Officer	$0	$44,806	$518,399
WALTER SOWERS	Legal Officer	30.00	Officer	$447,130	$15,220	$462,350
MARK BAKER	Vice President	39.00	Officer	$415,771	$43,706	$459,477
William James Zehner	Vice President	2.00	Officer	$0	$59,917	$452,999
Mary Barrick	Vice President	30.00	Officer	$412,749	$25,537	$438,286
Jake Meza	Vice President	1.00	Officer	$0	$44,252	$423,550
NELSON T CLARK	Vice President	1.00	Officer	$0	$44,306	$418,740
JULIE MIKSIT	Vice President	2.00	Officer	$0	$24,579	$413,086
CARLA DALLMANN	Vice President	30.00	Officer	$367,735	$42,183	$409,918
CHRISTINE LOWMAN	Controller	30.00	Officer	$382,321	$13,730	$396,051
Sharon Rigney	Vice President	30.00	Officer	$344,581	$43,384	$387,965
James Freilich	Vice President	1.00	Officer	$0	$37,848	$372,123
Jennifer Coello	Vice President	1.00	Officer	$0	$22,561	$370,803
JEFFREY GROESBECK	ASSOC DIRECTOR	40.00		$289,137	$40,336	$329,473
Mary Roxer	Vice President	30.00	Officer	$317,244	$10,581	$327,825
Patrick Ireland	Former trustee/Physician	0.00		$302,662	$20,901	$323,563
CHRISTOPHER GOODITIS	CTO	40.00		$262,489	$37,230	$299,719
ROGER D DURYEA JR	DIRECTOR BUS DEVEL	40.00		$262,139	$17,061	$279,200
Sherif Kaiser	Vice President	2.00	Officer	$0	$29,503	$267,642
Amanda Fleming	Director	40.00		$236,365	$31,200	$267,565
Heather Sigel	Vice President	2.00	Officer	$0	$10,008	$254,904
PAM GALLOWAY	INFORMATION TECHNO	40.00		$220,284	$29,844	$250,128
Mary SAS	Vice President	2.00	Officer	$0	$22,486	$241,179
Matt Toomey	Former Vice President	0.00		$233,611	$6,240	$239,851
Susan Lessar	Vice President	2.00	Officer	$0	$36,553	$227,559
CHRIS TURNBULL	Trustee	2.00	Director	$0	$0	$142,950
Kris Maddalena	Vice President	2.00	Officer	$0	$3,688	$125,374
David Sharbaugh	Vice President	1.00	Officer	$0	$11,150	$117,531
HARRY S SMITH	Chairman	2.00	Officer Director	$24,000	$0	$24,000
CHAD DANSIE	Trustee	2.00	Director	$17,500	$0	$17,500
JULIA M CONNELL	Trustee	2.00	Director	$12,000	$0	$12,000
KATHERINE JOHNSON	Trustee	2.00	Director	$12,000	$0	$12,000
THOMAS WISE	Trustee	2.00	Director	$10,144	$0	$10,144
THOMAS GILPIN	Vice Chairman	2.00	Officer Director	$10,000	$0	$10,000
MARY BETH PRICE	Trustee	2.00	Director	$9,000	$0	$9,000
CLIFTON L RUTHERFORD	Trustee	2.00	Director	$9,000	$0	$9,000
STEVEN CLUSS	Secretary	2.00	Director	$8,000	$0	$8,000
JEFF BOEHM	Trustee	2.00	Director	$8,000	$0	$8,000
MELODY EATON	Trustee	2.00	Director	$8,000	$0	$8,000
MARIE IMOH	Trustee	2.00	Director	$8,000	$0	$8,000
THOMAS LESLIE	Trustee	2.00	Director	$6,000	$0	$6,000
Gerald Smith	Trustee	2.00	Director	$4,000	$0	$4,000
Dan Alexander	Trustee	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$189,898,848	$191,525,304	$84,152,690	$-1,626,456
2022	$187,428,345	$181,565,946	$89,818,196	$5,862,399
2021	$160,759,403	$158,529,206	$88,570,252	$2,230,197
2020	$157,041,843	$148,974,539	$93,641,578	$8,067,304
2019	$149,228,129	$135,449,982	$93,869,773	$13,778,147
2018	$137,457,269	$128,853,830	$83,464,757	$8,603,439