Nonprofit · EIN 35-0988724
VALLEY OAKS HEALTH INC
Tax-exempt · LAFAYETTE, IN 47904
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $39,022,326 | $38,949,111 | $73,215 | $90,259,764 | $3,237,324 | $87,022,440 |
| June 30, 2024 | 990 | $36,608,463 | $39,564,819 | -$2,956,356 | $85,562,945 | $3,621,248 | $81,941,697 |
| June 30, 2023 | 990 | $35,098,409 | $38,205,810 | -$3,107,401 | $85,147,151 | $4,920,751 | $80,226,400 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $15,322,152
- of which government grants
- $15,293,625
- Program service revenue
- $21,435,498
- Investment income
- $1,639,438
- Net rental income
- $180,333
- Net gain from sales of assets
- -$1,343
- Other revenue
- $625,238
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,188,194
- Other salaries and wages
- $22,233,264
- Salaries, compensation and benefits (total)
- $30,536,943
- Professional fundraising fees
- $0
- Legal fees
- $60,508
- Accounting fees
- $52,295
- Occupancy
- $877,732
- Travel
- $911,198
- Depreciation
- $896,882
- Program services (functional)
- $30,611,162
- Management and general (functional)
- $8,337,949
Balance sheet and other
- Total assets, start of year
- $85,562,945
- Total assets, end of year
- $90,259,764
- Total liabilities, end of year
- $3,237,324
- Net assets, end of year
- $87,022,440
- Land, buildings and equipment
- $22,280,267
- Publicly traded securities
- $60,814,328
- Net assets without donor restrictions
- $87,022,440
- Gross receipts
- $39,108,645
- Employees
- 675
- Volunteers
- 18
- Year formed
- 1938
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANIEL ARENS | CEO Officer | 40 | $383,832 | $50,445 |
| LORI ROGERS MD | MEDICAL DIRECTOR Highest-paid employee | 40 | $335,674 | $46,850 |
| ZEINAB TOBAA MD | PSYCHIATRIST Highest-paid employee | 40 | $310,985 | $39,924 |
| JENNIFER HARDWICK MD | PSYCHIATRIST Highest-paid employee | 40 | $308,019 | $30,502 |
| MARINA BOTA MD | PSYCHIATRIST Highest-paid employee | 40 | $281,678 | $47,211 |
| FADIA ALDAHAN MD | PSYCHIATRIST Highest-paid employee | 40 | $280,139 | $37,748 |
| MORGAN GILBERT | COO Officer | 40 | $216,282 | $32,629 |
| JASON NESIUS | CFO Officer | 40 | $198,471 | $40,696 |
| ANGIE GIBSON | CHIEF PEOPLE OFFICER Officer | 40 | $152,106 | $38,382 |
| MICHAEL GIBSON | PRESIDENT Trustee or director, Officer | 1 | $650 | $0 |
| THOMAS MURTAUGH | CHAIR OF FINANCE Trustee or director, Officer | 1 | $650 | $0 |
| SEAN SHARMA | SECRETARY Trustee or director, Officer | 1 | $650 | $0 |
| APRIL HEGG | MEMBER Trustee or director | 1 | $650 | $0 |
| JOHN FREY | MEMBER PARTIAL TERM Trustee or director | 1 | $650 | $0 |
| MARTIN JISCHKE | MEMBER PARTIAL TERM Trustee or director | 1 | $650 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY MINIER | MEMBER PARTIAL TERM Trustee or director | 1 | $650 |
| ROBERT MRZLACK | VICE PRESIDENT PARTIAL TERM Trustee or director, Officer | 1 | $500 |
| MICHAEL THOMAS | MEMBER Trustee or director | 1 | $450 |
| DUDLEY CRUEA | MEMBER Trustee or director | 1 | $450 |
| LONNIE JONES | MEMBER PARTIAL TERM Trustee or director | 1 | $450 |
| ANGELA BIEGHLER | MEMBER Trustee or director | 1 | $300 |
| MIKE SPANGLER | MEMBER Trustee or director | 1 | $300 |
| AUDREY FREELAND | MEMBER PARTIAL TERM Trustee or director | 1 | $300 |
| DR TONI SHERIDAN | MEMBER Trustee or director | 1 | $0 |
| DR MARY BARRAZA | MEMBER Trustee or director | 1 | $0 |
| JAKE BOHLANDER | MEMBER Trustee or director | 1 | $0 |
| VINCE LOWE | MEMBER PARTIAL TERM Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAN ARENS | CEO Officer | 40 | $318,310 | $49,741 |
| LORI ROGERS MD | MEDICAL DIRECTOR Highest-paid employee | 40 | $321,766 | $45,754 |
| FADIA ALDAHAN MD | PSYCHIATRIST Highest-paid employee | 40 | $308,115 | $39,582 |
| MARINA BOTA MD | PSYCHIATRIST Highest-paid employee | 40 | $284,744 | $47,310 |
| JENNIFER HARDWICK MD | PSYCHIATRIST Highest-paid employee | 40 | $297,849 | $30,017 |
| ZEINAB TOBAA MD | PSYCHIATRIST Highest-paid employee | 40 | $268,016 | $36,767 |
| MORGAN GILBERT | COO Officer | 40 | $200,305 | $31,453 |
| ANGIE GIBSON | CHIEF HR OFFICER Officer | 40 | $144,808 | $37,770 |
| JASON NESIUS | CFO Officer | 40 | $127,234 | $20,028 |
| THOMAS MURTAUGH | TREASURER Trustee or director, Officer | 1 | $4,950 | $0 |
| MICHAEL GIBSON | PRESIDENT Trustee or director, Officer | 1 | $4,900 | $0 |
| MARTIN JISCHKE | MEMBER Trustee or director | 1 | $4,800 | $0 |
| ROBERT MRZLACK | VICE PRESIDENT Trustee or director, Officer | 1 | $4,400 | $0 |
| APRIL HEGG | MEMBER Trustee or director | 1 | $4,150 | $0 |
| SEAN SHARMA | SECRETARY Trustee or director, Officer | 1 | $3,050 | $0 |
| JOHN FREY | MEMBER Trustee or director | 1 | $3,050 | $0 |
| MIKE SPANGLER | MEMBER Trustee or director | 1 | $2,800 | $0 |
| DUDLEY CRUEA | MEMBER Trustee or director | 1 | $2,650 | $0 |
| LONNIE JONES | MEMBER Trustee or director | 1 | $2,650 | $0 |
| AUDREY FREELAND | MEMBER Trustee or director | 1 | $2,150 | $0 |
| MICHAEL THOMAS | MEMBER Trustee or director | 1 | $2,150 | $0 |
| ANN LOOMIS | MEMBER PARTIAL TERM Trustee or director | 1 | $2,000 | $0 |
| ANGELA BIEGHLER | MEMBER Trustee or director | 1 | $1,700 | $0 |
| MARY MINIER | MEMBER Trustee or director | 1 | $1,650 | $0 |
| VINCE LOWE | MEMBER Trustee or director | 1 | $800 | $0 |
| KISHAN PATEL | MEMBER PARTIAL TERM Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| THOMAS GILLIOM | CEO THRU SEP. 2022 Officer | 40 | $396,984 | $38,032 |
| VERNON LITTLE MD | PSYCHIATRIST Highest-paid employee | 32 | $380,687 | $21,350 |
| LORI ROGERS MD | MEDICAL DIRECTOR Highest-paid employee | 40 | $292,586 | $48,435 |
| FADIA ALDAHAN MD | PSYCHIATRIST Highest-paid employee | 40 | $296,163 | $41,323 |
| MARINA BOTA MD | PSYCHIATRIST Highest-paid employee | 40 | $283,105 | $51,664 |
| JENNIFER HARDWICK MD | PSYCHIATRIST Highest-paid employee | 40 | $290,611 | $30,900 |
| MORGAN GILBERT | COO Officer | 40 | $215,264 | $18,972 |
| ANGIE GIBSON | CHIEF HR OFFICER Officer | 40 | $141,793 | $43,089 |
| DAN ARENS | CEO Officer | 40 | $114,508 | $10,733 |
| MICHAEL GIBSON | PRESIDENT Trustee or director, Officer | 1 | $7,350 | $0 |
| MARTIN JISCHKE | MEMBER Trustee or director | 1 | $7,150 | $0 |
| THOMAS MURTAUGH | MEMBER Trustee or director | 1 | $4,600 | $0 |
| APRIL HEGG | TREASURER Trustee or director, Officer | 1 | $4,450 | $0 |
| ROBERT MRZLACK | VICE PRESIDENT Trustee or director, Officer | 1 | $4,400 | $0 |
| SEAN SHARMA | SECRETARY Trustee or director | 1 | $3,750 | $0 |
| DUDLEY CRUEA | MEMBER Trustee or director | 1 | $3,150 | $0 |
| DONALD CLAYTON | MEMBER TERM ENDED Trustee or director | 1 | $1,700 | $0 |
| ANGELA BIEGHLER | MEMBER Trustee or director | 1 | $1,500 | $0 |
| JOHN FREY | MEMBER Trustee or director | 1 | $1,450 | $0 |
| AUDREY FREELAND | MEMBER Trustee or director | 1 | $1,150 | $0 |
| LONNIE JONES | MEMBER Trustee or director | 1 | $900 | $0 |
| ANN LOOMIS | MEMBER Trustee or director | 1 | $0 | $0 |
| VINCE LOWE | MEMBER Trustee or director | 1 | $0 | $0 |
| MARY MINIER | MEMBER Trustee or director | 1 | $0 | $0 |
| MIKE SPANGLER | MEMBER Trustee or director | 1 | $0 | $0 |
| KISHAN PATEL | MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL THOMAS | MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 415 N 26TH ST STE 300, LAFAYETTE, IN 47904-2893
- Principal officer (990 for 2024)
- DAN ARENS, 415 N 26TH STREET 201, LAFAYETTE, IN 479042856
- Signed the 990
- DAN ARENS, CEO
- Phone
- (765) 446-6541
- Website
- WWW.VALLEYOAKS.ORG
- Return prepared by
- BLUE & CO LLC
Mission
VALLEY OAKS HEALTH, INC.'S MISSION IS TO IMPROVE THE HEALTH AND HAPPINESS OF OUR COMMUNITY, ONE PERSON AT A TIME.
Program accomplishments
- VALLEY OAKS HEALTH IS PROUD OF NEARLY 90 YEARS OF SERVING AS A SAFETY NET HEALTH CARE PROVIDER FOR THE COUNTIES THEY SERVE. SERVING OVER 12,000 INDIVIDUALS WITH MULTIPLE AND COMPLEX HEALTH CARE CHALLENGES IN TIPPECANOE AND 8 SURROUNDING COUNTIES. AS ONE OF THE LARGEST NOT-FOR-PROFIT SAFETY NET HEALTH CARE AGENCIES IN THE AREA, OUR 490 ACTIVE EMPLOYEES SUPPORT THEIR COMMUNITY WITH PROGRAMS LIKE RAPID ACCESS TO PRIMARY AND BEHAVIORAL HEALTH CARE, DISEASE MANAGEMENT, 24/7 CRISIS SUPPORT SERVICE, PSYCHIATRIC SERVICES, INDIVIDUAL AND FAMILY THERAPY, AND MORE. MOST OF OUR WORK IS DELIVERED IN OUR PATIENTS' HOMES, SCHOOLS, AND COMMUNITIES, GIVING US A UNIQUE PERSPECTIVE ON THE HEALTH AND RECOVERY OF EACH UNIQUE PATIENT.Expenses $30,611,162 · revenue $21,700,807
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 35-0988724
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1940
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E22)
- Assets (IRS master file)
- $90,259,764
- Income (IRS master file)
- $39,108,645
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $39,022,326 | $38,949,111 | $90,259,764 | XML |
| 990 | June 2024 | $36,608,463 | $39,564,819 | $85,562,945 | XML |
| 990 | June 2023 | $35,098,409 | $38,205,810 | $85,147,151 | XML |
| 990 | June 2022 | $40,227,621 | $38,060,860 | $90,242,924 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-0988724).
Questions about VALLEY OAKS HEALTH INC
- What is the EIN of VALLEY OAKS HEALTH INC?
- The employer identification number (EIN) of VALLEY OAKS HEALTH INC is 35-0988724.
- Is VALLEY OAKS HEALTH INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1940.
- Are donations to VALLEY OAKS HEALTH INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does VALLEY OAKS HEALTH INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of VALLEY OAKS HEALTH INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did VALLEY OAKS HEALTH INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of VALLEY OAKS HEALTH INC?
- The 990 for the year ended June 30, 2025 names DAN ARENS.
- Who are the officers and directors of VALLEY OAKS HEALTH INC?
- The 990 for the year ended June 30, 2025 lists 27 people; 23 received compensation from the organization, the highest $383,832 (DANIEL ARENS, CEO).
- How much revenue does VALLEY OAKS HEALTH INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $39,022,326, expenses of $38,949,111 and total assets of $90,259,764 at year end.
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