2026-03-25T08:19:51-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 14815 BALLANTYNE VILLAGE WAY SUITE 300 CHARLOTTE NC 28277 990 2024-07-01 582340652 NEWBERRY COUNTY HOSPITAL FOUNDATION INC NEWB 8034057426 2669 KINARD STREET PO BOX 38 NEWBERRY SC 29108 EMILY METTS EXECUTIVE DIRECTOR 8034057426 2026-03-24 1 1 KATHRINE A WARLICK P02065266 7049985200 2026-03-24 2024 2025-03-06 01:10:19Z EMILY METTS 2669 KINARD STREET PO BOX 38 NEWBERRY SC 29108 749744 0 X WWW.NEWBERRYHOSPITAL.ORG X 1997 SC THE MISSION OF THE FOUNDATION IS TO PROMOTE THE HOSPITAL'S MISSION THROUGH COMMUNITY EDUCATION, ADVOCACY AND FUNDRAISING THAT SUPPORTS NEWBERRY COUNTY MEMORIAL HOSPITAL AND ITS SERVICES TO THE COMMUNITY. 16 16 0 16 0 0 184115 239949 0 0 23602 252249 17095 590 224812 492788 16769 132719 0 0 67414 95413 0 0 24235 53586 50565 137769 278697 87043 214091 22208700 24473924 2616665 2508355 19592035 21965569 THE FOUNDATION IS COMMITTED TO ASSISTING NEWBERRY COUNTY MEMORIAL HOSPITAL IN PROVIDING QUALITY HEALTHCARE TO THE COMMUNITY THROUGH AWARENESS AND FINANCIAL SUPPORT. 0 0 198235 132719 1393 SINCE 1997, THE NEWBERRY COUNTY HOSPITAL FOUNDATION HAS SUPPORTED NEWBERRY HOSPITAL'S MISSION OF PROVIDING EXCEPTIONAL CARE WITH A PERSONAL TOUCH THROUGH COMMUNITY EDUCATION, ADVOCACY, AND FUNDRAISING. THE COMBINED ENERGIES OF OUR GENEROUS DONORS, VOLUNTEERS, BOARD, STAFF AND PHYSICIANS, ALLOW US TO PROVIDE OUR HOSPITAL WITH THE BEST TECHNOLOGY AND THE HIGHEST QUALITY OF PATIENT-CENTERED CARE. IN THE PAST YEAR, GIFTS TO THE FOUNDATION HAVE FUNDED $110,000 FOR AN INFANT SECURITY SYSTEM, $11,578.45 TO THE ONCOLOGY DEPARTMENT FOR PATIENT CARE; $3,700 FOR SAFE KIDS EVENT AND $11,500 FOR SCHOLARSHIPS. 198235 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 1 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 SC X EMILY METTS 8034057426 2669 KINARD STREET NEWBERRY SC 29108 JEFF WICKER CHAIR 0.50 0.00 X X 0 0 0 LINDA KNIGHT VICE-CHAIR 0.50 0.00 X X 0 0 0 JAN PIERSOL TREASURER 0.50 0.00 X X 0 0 0 JONELLE MORRISON SECRETARY 0.50 0.00 X X 0 0 0 JERRY ALEWINE ALEWINE 0.50 0.00 X 0 0 0 SUSAN BELLOWS DIRECTOR 0.50 0.00 X 0 0 0 CATHY CAIN DIRECTOR 0.50 0.00 X 0 0 0 REBECCA CLARY DIRECTOR 0.50 0.00 X 0 0 0 MANDY COUNTS DIRECTOR 0.50 0.00 X 0 0 0 BARBARA HAZEL DIRECTOR 0.50 0.00 X 0 0 0 VIVIAN KESLER DIRECTOR 0.50 0.00 X 0 0 0 AMANDA LINDLER DIRECTOR 0.50 0.00 X 0 0 0 KENLEY LONGSHORE DIRECTOR 0.50 0.00 X 0 0 0 VINCE NORTHCUTT DIRECTOR 0.50 0.00 X 0 0 0 MICHAEL SHINN DIRECTOR 0.50 0.00 X 0 0 0 ASHLEY WILSON DIRECTOR 0.50 0.00 X 0 0 0 BRENDA WILLIAMS EXECUTIVE DIRECTOR (THRU 01/25) 20.00 20.00 X 98924 0 9456 EMILY METTS EXECUTIVE DIRECTOR (AS OF 01/25) 40.00 0.00 X 0 0 0 98924 0 9456 0 0 0 0 0 71822 168127 239949 250697 250697 203700 191710 11990 11990 11990 1552 0 1552 1552 1552 15000 71822 27793 -12793 -12793 38846 37453 1393 1393 492788 1393 0 251446 121219 121219 11500 11500 76130 19034 38065 19031 19283 19283 5204 5204 6071 6071 4518 4518 5808 5808 12091 12091 55 55 OTHER EXPENSES 14442 14442 GIFT SHOP EXPENSES 2376 2376 278697 198235 56227 24235 1187718 1380956 621 0 32582 20298 16969 18198 29771 29247 579 524 18134848 20286023 293988 349151 2541395 2418774 22208700 24473924 0 22770 2616665 2485585 2616665 2508355 X 19470511 21836207 121524 129362 19592035 21965569 22208700 24473924 214091 2159443 0 X X 0 1 X 1 0 X 145649 146888 169029 194200 239949 895715 145649 146888 169029 194200 239949 895715 895715 449386 723978 609141 242077 454397 2478979 3374694 168542 0.26540 0.21850 X THE FOUNDATION IS AN ORGANIZATION RUN ALMOST EXCLUSIVELY BY A VOLUNTEER BOARD. THE FOUNDATION MEETS THE FACTS AND CIRCUMSTANCES TEST BY CONTINUING TO OPERATE A BONA FIDE PROGRAM THAT SOLICITS FUNDS. FUNDRAISING EFFORTS ARE BEGINNING TO RETURN TO PRE-PANDEMIC LEVELS, AS THE FOUNDATION IS ONCE AGAIN ABLE TO HOLD FUNDRAISING EVENTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 121524 13193 5355 129362 115180 7638 1294 121524 110493 5932 1245 115180 132620 -17052 5075 110493 110077 27443 4900 132620 0.00000 1.00000 0.00000 0 0 29771 29247 524 524 DUE FROM RELATED ORGANIZATION 2227064 RIGHT OF USE ASSET 191710 2418774 DUE TO RELATED ORGANIZATION 2286209 RIGHT OF USE ASSET LEASE OBLIGATION 199376 2485585 PART V, LINE 4: THE ORGANIZATION USES ITS ENDOWMENT FUND FOR THE SCHOLARSHIP LOAN PROGRAM. THIS PROGRAM WAS ESTABLISHED TO POSITIVELY IMPACT THE NURSING RECRUITING EFFORTS OF NEWBERRY COUNTY MEMORIAL HOSPITAL. RECIPIENTS OF FUNDS ARE STUDENTS PURSUING A COMPREHENSIVE ASSOCIATE DEGREE IN NURSING OR A BACHELOR OF SCIENCE IN NURSING DEGREE. FRIENDS OF THE FOUNDATION DINNER 86822 71822 15000 350 10899 850 10517 86822 71822 15000 350 10899 850 10517 22616 -7616 1 NEWBERRY COUNTY MEMORIAL HOSPITAL PO BOX 497 NEWBERRY SC 29108 570324929 115/501(C)(3) 121219 0 PURCHASE OF VARIOUS ITEMS TO SUPPORT HOSPITAL ACTIVITIES SCHOLARSHIPS 6 11500 PART I, LINE 2: THE FOUNDATION IS ESTABLISHED TO SUPPORT NEWBERRY COUNTY HOSPITAL, AND GRANTS AND ASSISTANCE TO OUTSIDE ORGANIZATIONS IS DIRECTED MAINLY TO THE HOSPITAL. THE HELP FUND IS A CHARITY COLLECTION TO HELP NEWBERRY COUNTY MEMORIAL HOSPITAL EMPLOYEES PAY VITAL UTILITY BILLS AND OTHER EMERGENCY ISSUES THAT MIGHT ARISE. BILLS ARE PAID DIRECTLY BY THE ORGANIZATION, AND APPLICANTS TO THE PROGRAM ARE EVALUATED BY THE BOARD AND KEPT IN STRICT CONFIDENCE. FORM 990, PART VI, SECTION A, LINE 4 THE FOUNDATION REVISED ITS BYLAWS IN MAY 2025. THE CHANGES INCLUDED REMOVING THE REQUIREMENT THAT THE FOUNDATION'S INVESTMENTS BE HELD IN NEWBERRY COUNTY MEMORIAL HOSPITAL (NCMH) ACCOUNTS, REMOVING THE REQUIREMENT THAT AN EMPLOYEE OF NCMH SERVE ON THE BOARD OF DIRECTORS, REMOVING THE REQUIREMTN THAT CHANGES OR REPEALS TO THE BYLAWS BE PROVIDED TO THE NCMH BOARD OF TRUSTEES FOR INFORMATION AND APPROVAL, AND CHANGING THE GUIDELINES SO THAT THE FOUNDATION'S EXECUTIVE DIRECTOR, RATHER THAN THE BOARD CHAIR, MAY ENTER INTO CONTRACTS ON BEHALF OF THE FOUNDATION FORM 990, PART VI, SECTION A, LINE 7A NEWBERRY COUNTY MEMORIAL HOSPITAL APPOINTS ONE NON-VOTING MEMBER OF THE FOUNDATION'S BOARD, GIVING THE HOSPITAL A VOICE ON THE FOUNDATION'S BOARD. FORM 990, PART VI, SECTION A, LINE 7B BOARD OF DIRECTORS (MEMBERS) VOTE ON PROJECTS THAT ARE TO BE FUNDED FOR THE HOSPITAL, TYPES OF GIFTS TO BE ACCEPTED BY THE FOUNDATION, INVESTMENTS INVOLVING THE FOUNDATION, BY-LAW CHANGES, THE MEETING MINUTES AND THE APPROVAL OF A NEW EXECUTIVE DIRECTOR. THE EXECTUTIVE COMMITTEE (CONSISTING OF CHAIR, VICE-CHAIR, SECRETARY AND TREASURER) WILL BRING RECOMMENDATIONS TO THE REMAINING MEMBERS OF THE BOARD OF DIRECTORS FOR QUESTIONS/VOTE. A QUORUM MUST APPROVE. VOTES MAY BE TAKEN BY ANY FORM OF COMMUNICATION (PHONE, BALLOT, EMAIL). FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM WITH ASSISTANCE AND OVERSIGHT BY MANAGEMENT. UPON REVIEW BY MANAGEMENT, THE RETURN WAS DISTRIBUTED TO ALL VOTING BOARD MEMBERS PRIOR TO THE FILING DATE. A PERIOD FOR QUESTIONS AND COMMENTS WAS ALLOWED BEFORE FILING THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD OF DIRECTOR MEMBERS OF THE FOUNDATION ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT IN THE FIRST MONTH OF EACH FISCAL YEAR. STAFF OF THE FOUNDATION ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATMENT IN THE FIRST MONTH OF THE CALENDAR YEAR. ANY NEW MEMBERS ADDED DURING THE YEAR ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT. IF A CONFLICT ARISES DURING A BOARD DECISION OR VOTE, THE MEMBER WITH THE CONFLICT ABSTAINS FROM THE VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY A FAIR MARKET VALUE COMPARISON FOR OTHER EXECUTIVE DIRECTORS IN SOUTH CAROLINA. THE FINAL DETERMINATION IS MADE BY THE CEO AND CFO. THE EXECUTIVE DIRECTOR IS EVALUATED EVERY OCTOBER. THE FOUNDATION HAS NO OTHER PAID OFFICERS OR KEY EMPLOYEES TO WHICH THIS PROCEDURE COULD APPLY. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 PHOTOCOPIES OF THE FORM 990 ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE AT NEWBERRY COUNTY MEMORIAL HOSPITAL. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MED HOLDINGS OF NEWBERRY LLC 2669 KINARD STREET NEWBERRY SC 29108 202903935 REAL ESTATE HOLDINGS SC 438933 893902 N/A NEWBERRY COUNTY MEMORIAL HOSPITAL PO BOX 497 NEWBERRY SC 29108 570324929 HEALTHCARE SC SECTION 115/501(C)(3 LINE 3 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0