VALLEY OAKS HEALTH INC Charity Report

Public IRS 990 nonprofit record

VALLEY OAKS HEALTH INC

EIN 35-0988724 · General Hospitals (E22)

What they do

VALLEY OAKS HEALTH, INC.S MISSION is to IMPROVE THE HEALTH and HAPPINESS of OUR COMMUNITY, ONE PERSON AT A TIME.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $78.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders27 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

78.45%of revenue went to mission work78.6% of expenses · Program services

$99.81spent for every $100 of revenueRevenue covered expenses this year.

21.37%of revenue went to management and office costs21.4% of expenses

$2.32in assets for every $1 spent this yearSome assets cannot be spent right away.

39.3%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $434,277 for DANIEL ARENS (CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$39,022,326

Mission workProgram services$30,611,16278.45% of revenue78.6% of expenses

ManagementOffice and general costs$8,337,94921.37% of revenue21.4% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$73,2150.19% of revenueShown in gray on the chart

Total expenses$38,949,11199.81% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 78.6% mission · 21.4% management · 0.0% fundraisingTotal expenses: 99.81% of revenue

2023Expense mix: 78.7% mission · 21.3% management · 0.0% fundraisingTotal expenses: 108.08% of revenue

2022Expense mix: 79.1% mission · 20.9% management · 0.0% fundraisingTotal expenses: 108.85% of revenue

2021Expense mix: 78.5% mission · 21.5% management · 0.0% fundraisingTotal expenses: 94.61% of revenue

2020Expense mix: 77.9% mission · 22.1% management · 0.0% fundraisingTotal expenses: 96.81% of revenue

2019Expense mix: 80.2% mission · 19.8% management · 0.0% fundraisingTotal expenses: 79.51% of revenue

2018Expense mix: 78.8% mission · 21.2% management · 0.0% fundraisingTotal expenses: 97.44% of revenue

2017Expense mix: 79.7% mission · 20.3% management · 0.0% fundraisingTotal expenses: 94.68% of revenue

Money in and money out

Revenue$39,022,326

Expenses$38,949,111

Annual surplus $73,215 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$30,611,162 · 78.6% of expenses

Management and office costs$8,337,949 · 21.4% of expenses

See all reported dollar amounts

Revenue$39,022,326

Expenses$38,949,111

Assets$90,259,764

Income$39,108,645

Contributions$15,322,152

Mission work (program services)$30,611,162

Management and general$8,337,949

Stocks and bonds$60,814,328

Accounting fees$52,295

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

DANIEL ARENSCEO · 40 hrs/week $434,277Base $383,832 · Other $50,445

LORI ROGERS MDMEDICAL DIRECTOR · 40 hrs/week $382,524Base $335,674 · Other $46,850

ZEINAB TOBAA MDPSYCHIATRIST · 40 hrs/week $350,909Base $310,985 · Other $39,924

JENNIFER HARDWICK MDPSYCHIATRIST · 40 hrs/week $338,521Base $308,019 · Other $30,502

MARINA BOTA MDPSYCHIATRIST · 40 hrs/week $328,889Base $281,678 · Other $47,211

FADIA ALDAHAN MDPSYCHIATRIST · 40 hrs/week $317,887Base $280,139 · Other $37,748

MORGAN GILBERTCOO · 40 hrs/week $248,911Base $216,282 · Other $32,629

JASON NESIUSCFO · 40 hrs/week $239,167Base $198,471 · Other $40,696

ANGIE GIBSONCHIEF PEOPLE OFFICER · 40 hrs/week $190,488Base $152,106 · Other $38,382

THOMAS MURTAUGHCHAIR OF FINANCE · 1 hrs/week $650

SEAN SHARMASECRETARY · 1 hrs/week $650

JOHN FREYMEMBER PARTIAL TERM · 1 hrs/week $650

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (27)

DANIEL ARENSCEO

LORI ROGERS MDMEDICAL DIRECTOR

ZEINAB TOBAA MDPSYCHIATRIST

JENNIFER HARDWICK MDPSYCHIATRIST

MARINA BOTA MDPSYCHIATRIST

FADIA ALDAHAN MDPSYCHIATRIST

MORGAN GILBERTCOO

JASON NESIUSCFO

ANGIE GIBSONCHIEF PEOPLE OFFICER

THOMAS MURTAUGHCHAIR OF FINANCE

SEAN SHARMASECRETARY

JOHN FREYMEMBER PARTIAL TERM

APRIL HEGGMEMBER

MARTIN JISCHKEMEMBER PARTIAL TERM

MARY MINIERMEMBER PARTIAL TERM

MICHAEL GIBSONPRESIDENT

ROBERT MRZLACKVICE PRESIDENT PARTIAL TERM

DUDLEY CRUEAMEMBER

MICHAEL THOMASMEMBER

LONNIE JONESMEMBER PARTIAL TERM

AUDREY FREELANDMEMBER PARTIAL TERM

MIKE SPANGLERMEMBER

ANGELA BIEGHLERMEMBER

DR MARY BARRAZAMEMBER

DR TONI SHERIDANMEMBER

JAKE BOHLANDERMEMBER

VINCE LOWEMEMBER PARTIAL TERM

About this charity

Recognized since: January 1940
Location: 415 N 26TH ST STE 300, LAFAYETTE, IN 47904-2893
County: Tippecanoe
In care of: DAN ARENS
Primary officer: DAN ARENS, CEO

How to reach them

WebsiteVisit the charity’s website Phone(765) 446-6541 Officer phone(765) 446-6540

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: BLUE & CO LLC
NTEE classification: General Hospitals (E22)
IRS tax category: General Hospitals