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VALLEY OAKS HEALTH, INC.'S MISSION IS TO PROVIDE QUALITY BEHAVIORAL HEALTH AND ADDICTIONS CARE BASED UPON THE NEEDS OF THE COMMUNITIES WE SERVE.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2023
Total Revenue
▼$36.6M
Program Spending
79%
of total expenses go to program services
Total Contributions
$18M
Total Expenses
▼$39.6M
Total Assets
$85.6M
Total Liabilities
▼$3.6M
Net Assets
$81.9M
Officer Compensation
→$1.1M
Other Salaries
$23.6M
Investment Income
$1.6M
Fundraising
▼N/A
Source: USAspending.gov · Searched by organization name
Total Federal Funding
$3.1M
Awards Found
1
Department of Health and Human Services
$3.1M
VALLEY OAKS HEALTH CERTIFIED COMMUNITY BEHAVIORAL HEALTH CLINIC EXPANSION GRANT. - VALLEY OAKS HEALTH IS A COMMUNITY MENTAL HEALTH CENTER THAT HAS PROVIDED MENTAL HEALTH AND ADDICTION TREATMENT SERVICES TO 10 COUNTIES IN WEST CENTRAL INDIANA SINCE 1938. VALLEY OAKS HEALTH OVER THE PAST FISCAL YEAR HAS PROVIDED OVER 314,000 SERVICES TO OVER 8,700 INDIVIDUALS OF ALL AGES WHO WERE WORKING TOWARD RECOVERY FROM MENTAL HEALTH AND ADDICTION DISEASE. VALLEY OAKS HEALTH ROUTINELY EXCEEDS THE EXPECTATIONS OF TARGETS SET BY THE STATE OF INDIANA AND HAS RECEIVED THE JOINT COMMISSION GOLD SEAL OF APPROVAL FOR THE PAST 26 YEARS. VALLEY OAKS HEALTH HAS 500 STAFF WITH A VARIETY OF DIFFERENT DEGREES AND CLINICAL BACKGROUNDS TO HELP SUPPORT THE SERVICES THAT ARE PROVIDED. THE AGENCY IS BUILDING A CERTIFIED BEHAVIORAL HEALTH CARE MODEL IN ITS MAIN LOCATION LAFAYETTE, INDIANA TO HELP IN ENHANCING ITS CURRENT SERVICES. THE SERVICES THAT WOULD BE ENHANCED WITH THIS FUNDING ARE; SPECIALIZED MENTAL HEALTH AND ADDICTION TREATMENT SERVICES FOR THE MILITARY AND VETERANS, INCREASE CURRENT ON-CALL CRISIS LINE TO OFFER MOBILE ASSESSMENTS IN EMERGENCY ROOMS AND OTHER NEEDED LOCATIONS, DEVELOP PRIMARY CARE TO HELP MEET OUR PATIENTS PHYSICAL HEALTH NEEDS ALONG WITH THEIR MENTAL HEALTH AND SUBSTANCE ABUSE NEEDS AND PEER RECOVERY SERVICES.
Source: Federal Audit Clearinghouse (fac.gov)
Total Audits
10
Clean Audits
8
Material Weakness
Yes
Noncompliance Issues
No
| Year | Status | Financial Report | Federal Expenditure | Low Risk | Accepted |
|---|---|---|---|---|---|
| 2025 | Clean | Unmodified (Clean) | $2.2M | No | 2025-12-09 |
| 2024 | Clean | Unmodified (Clean) | $2.6M | No | 2024-12-06 |
| 2023 | Material Weakness | Unmodified (Clean) | $4.5M | No | 2024-01-30 |
| 2022 | Minor Findings | Unmodified (Clean) | $3.9M | Yes | 2023-03-27 |
| 2021 | Clean | Unmodified (Clean) | $3.2M | Yes | 2022-09-26 |
| 2020 | Clean | Unmodified (Clean) | $2.5M | Yes | 2021-03-30 |
| 2019 | Clean | Unmodified (Clean) | $1.7M | Yes | 2020-02-25 |
| 2018 | Clean | Unmodified (Clean) | $1.4M | Yes | 2018-11-14 |
| 2017 | Clean | Unmodified (Clean) | $1.4M | Yes | 2017-12-07 |
| 2016 | Clean | Unmodified (Clean) | $1.4M | Yes | 2016-11-30 |
Financial Report
Unmodified (Clean)
Federal Expenditure
$2.2M
Financial Report
Unmodified (Clean)
Federal Expenditure
$2.6M
Financial Report
Unmodified (Clean)
Federal Expenditure
$4.5M
Financial Report
Unmodified (Clean)
Federal Expenditure
$3.9M
Financial Report
Unmodified (Clean)
Federal Expenditure
$3.2M
Financial Report
Unmodified (Clean)
Federal Expenditure
$2.5M
Financial Report
Unmodified (Clean)
Federal Expenditure
$1.7M
Financial Report
Unmodified (Clean)
Federal Expenditure
$1.4M
Financial Report
Unmodified (Clean)
Federal Expenditure
$1.4M
Financial Report
Unmodified (Clean)
Federal Expenditure
$1.4M
Tax Year 2024 · Source: IRS e-Filed Form 990
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: PC
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2023IRS e-File | $36.6M | $18M | $39.6M | $85.6M | $81.9M |
| 2022 | $40.2M | $21.7M | $38.1M | $90.2M | $80.1M |
| 2021 | $34.5M | $15.7M | $33.4M | $95M | $84.1M |
| 2020 | $41.7M | $13.4M | $33.2M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
Financial data: IRS e-Filed Form 990 (Tax Year 2023)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Federal grants: USAspending.gov (live)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Dan Arens | CEO | 40 | $318.3K | $0 | $49.7K | $368.1K |
| Morgan Gilbert | COO | 40 | $200.3K | $0 | $31.5K | $231.8K |
| Angie Gibson | Chief Hr Officer | 40 | $144.8K | $0 | $37.8K | $182.6K |
| Jason Nesius | CFO | 40 | $127.2K | $0 | $20K | $147.3K |
| Thomas Murtaugh | Treasurer | 1 | $4,950 | $0 | $0 | $4,950 |
| Michael Gibson | President | 1 | $4,900 | $0 | $0 | $4,900 |
| Robert Mrzlack | Vice President | 1 | $4,400 | $0 | $0 | $4,400 |
| Sean Sharma | Secretary | 1 | $3,050 | $0 | $0 | $3,050 |
Dan Arens
CEO
$368.1K
Hrs/Wk
40
Compensation
$318.3K
Related Orgs
$0
Other
$49.7K
Morgan Gilbert
COO
$231.8K
Hrs/Wk
40
Compensation
$200.3K
Related Orgs
$0
Other
$31.5K
Angie Gibson
Chief Hr Officer
$182.6K
Hrs/Wk
40
Compensation
$144.8K
Related Orgs
$0
Other
$37.8K
Jason Nesius
CFO
$147.3K
Hrs/Wk
40
Compensation
$127.2K
Related Orgs
$0
Other
$20K
Thomas Murtaugh
Treasurer
$4,950
Hrs/Wk
1
Compensation
$4,950
Related Orgs
$0
Other
$0
Michael Gibson
President
$4,900
Hrs/Wk
1
Compensation
$4,900
Related Orgs
$0
Other
$0
Robert Mrzlack
Vice President
$4,400
Hrs/Wk
1
Compensation
$4,400
Related Orgs
$0
Other
$0
Sean Sharma
Secretary
$3,050
Hrs/Wk
1
Compensation
$3,050
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Lori Rogers Md | Medical Director | 40 | $321.8K | $0 | $45.8K | $367.5K |
| Fadia Aldahan Md | Psychiatrist | 40 | $308.1K | $0 | $39.6K | $347.7K |
| Marina Bota Md | Psychiatrist | 40 | $284.7K | $0 | $47.3K | $332.1K |
| Jennifer Hardwick Md | Psychiatrist | 40 | $297.8K | $0 | $30K | $327.9K |
| Zeinab Tobaa Md | Psychiatrist | 40 | $268K | $0 | $36.8K | $304.8K |
Lori Rogers Md
Medical Director
$367.5K
Hrs/Wk
40
Compensation
$321.8K
Related Orgs
$0
Other
$45.8K
Fadia Aldahan Md
Psychiatrist
$347.7K
Hrs/Wk
40
Compensation
$308.1K
Related Orgs
$0
Other
$39.6K
Marina Bota Md
Psychiatrist
$332.1K
Hrs/Wk
40
Compensation
$284.7K
Related Orgs
$0
Other
$47.3K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Angela Bieghler | Member | 1 | $1,700 | $0 | $0 | $1,700 |
| Ann Loomis | Member Partial Term | 1 | $2,000 | $0 | $0 | $2,000 |
| April Hegg | Member | 1 | $4,150 | $0 | $0 | $4,150 |
| Audrey Freeland | Member | 1 | $2,150 | $0 | $0 | $2,150 |
| Dudley Cruea | Member | 1 | $2,650 | $0 | $0 | $2,650 |
| John Frey | Member |
Angela Bieghler
Member
$1,700
Hrs/Wk
1
Compensation
$1,700
Related Orgs
$0
Other
$0
Ann Loomis
Member Partial Term
$2,000
Hrs/Wk
1
Compensation
$2,000
Related Orgs
$0
Other
$0
April Hegg
Member
$4,150
Hrs/Wk
1
Compensation
$4,150
Related Orgs
$0
Other
$0
| $83.3M |
| $73.6M |
| 2019 | $32.9M | $11.7M | $32M | $82.5M | $77.7M |
| 2018 | $30.9M | $10.8M | $29.3M | $81.7M | $76.4M |
| 2017 | $32.9M | $10.6M | $28.9M | $80.3M | $74.8M |
| 2016 | $32.9M | $10.8M | $27.4M | $73.2M | $68.2M |
| 2015 | $32.7M | $10.7M | $29M | $67.4M | $62.4M |
| 2014 | $28.5M | $10.4M | $27.5M | $64.2M | $60M |
| 2013 | $27.5M | $10M | $26M | $59M | $54.8M |
| 2012 | $29.1M | $9.9M | $24M | $55.2M | $50.9M |
| 2021 | 990 | Data | PDF not yet published by IRS |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | — |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| 2003 | 990 | — |
| 2002 | 990 | — |
Jennifer Hardwick Md
Psychiatrist
$327.9K
Hrs/Wk
40
Compensation
$297.8K
Related Orgs
$0
Other
$30K
Zeinab Tobaa Md
Psychiatrist
$304.8K
Hrs/Wk
40
Compensation
$268K
Related Orgs
$0
Other
$36.8K
| 1 |
| $3,050 |
| $0 |
| $0 |
| $3,050 |
| Kishan Patel | Member Partial Term | 1 | $0 | $0 | $0 | $0 |
| Lonnie Jones | Member | 1 | $2,650 | $0 | $0 | $2,650 |
| Martin Jischke | Member | 1 | $4,800 | $0 | $0 | $4,800 |
| Mary Minier | Member | 1 | $1,650 | $0 | $0 | $1,650 |
| Michael Thomas | Member | 1 | $2,150 | $0 | $0 | $2,150 |
| Mike Spangler | Member | 1 | $2,800 | $0 | $0 | $2,800 |
| Vince Lowe | Member | 1 | $800 | $0 | $0 | $800 |
Audrey Freeland
Member
$2,150
Hrs/Wk
1
Compensation
$2,150
Related Orgs
$0
Other
$0
Dudley Cruea
Member
$2,650
Hrs/Wk
1
Compensation
$2,650
Related Orgs
$0
Other
$0
John Frey
Member
$3,050
Hrs/Wk
1
Compensation
$3,050
Related Orgs
$0
Other
$0
Kishan Patel
Member Partial Term
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Lonnie Jones
Member
$2,650
Hrs/Wk
1
Compensation
$2,650
Related Orgs
$0
Other
$0
Martin Jischke
Member
$4,800
Hrs/Wk
1
Compensation
$4,800
Related Orgs
$0
Other
$0
Mary Minier
Member
$1,650
Hrs/Wk
1
Compensation
$1,650
Related Orgs
$0
Other
$0
Michael Thomas
Member
$2,150
Hrs/Wk
1
Compensation
$2,150
Related Orgs
$0
Other
$0
Mike Spangler
Member
$2,800
Hrs/Wk
1
Compensation
$2,800
Related Orgs
$0
Other
$0
Vince Lowe
Member
$800
Hrs/Wk
1
Compensation
$800
Related Orgs
$0
Other
$0