Nonprofit · EIN 58-1680281
CATAWBA MEDICAL FOUNDATION INC
Tax-exempt · HICKORY, NC 28602
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $829,242 | $2,851,411 | -$2,022,169 | $1,939,701 | $0 | $1,939,701 |
| June 30, 2024 | 990 | $1,073,286 | $769,661 | $303,625 | $3,998,739 | $36,869 | $3,961,870 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $799,235
- Program service revenue
- $0
- Investment income
- $41,120
- Net income from fundraising events
- -$11,113
- Other revenue
- -$11,113
Expenses
- Grants and similar amounts paid
- $2,841,879
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $6,300
- Program services (functional)
- $2,841,879
- Management and general (functional)
- $9,532
Balance sheet and other
- Total assets, start of year
- $3,998,739
- Total assets, end of year
- $1,939,701
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,939,701
- Net assets without donor restrictions
- $695,825
- Net assets with donor restrictions
- $1,243,876
- Gross receipts
- $861,155
- Employees
- 0
- Volunteers
- 23
- Year formed
- 1987
- State of legal domicile
- NC
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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| GUY GUARINO JR | CHIEF DEVELOPMENT OFFICER Officer | 40 | $0 | $256,647 | $17,585 |
| COLBY BOLICK | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| STEPHANIE LOGAN | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| TRACEY BOLICK | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KIMBERLY WHITLEY | OF-COUNSEL Trustee or director | 2 | $0 | $0 | $0 |
| PHIL ARMSTRONG | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| BARBARA BEATTY | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| MARSHALL DEAL | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JENNIFER ECKARD | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| HONEY ESTRADA | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JEFF HALE | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| KELLY JONES WILLIAMS | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| BOBBY LINEBERGER | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JOHANN LOUCHEZ | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| RYAN LOVERN | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLIFF MAYER | BOARD MEMBER Trustee or director | 2 | $0 |
| NANCY MILLER | BOARD MEMBER Trustee or director | 2 | $0 |
| BETH ROGERS | BOARD MEMBER Trustee or director | 2 | $0 |
| CHRISTY SIGMON | BOARD MEMBER Trustee or director | 2 | $0 |
| JUSTIN SULLIVAN | BOARD MEMBER Trustee or director | 2 | $0 |
| TOM TAYLOR | BOARD MEMBER Trustee or director | 2 | $0 |
| JAMIE TREADAWAY | BOARD MEMBER Trustee or director | 2 | $0 |
| DR KATHY WILSON | BOARD MEMBER Trustee or director | 2 | $0 |
| DENNIS JOHNSON | CEO/PRESIDENT Officer | 1 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| GUY GUARINO JR | CHIEF DEVELOPMENT OFFICER Trustee or director, Officer | 40 | $0 | $287,147 | $28,763 |
| COLBY BOLICK | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JOHANN LOUCHEZ | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| STEPHANIE LOGAN | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KIMBERLY WHITLEY | OF-COUNSEL Trustee or director | 2 | $0 | $0 | $0 |
| PHIL ARMSTRONG | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| TOM TAYLOR | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| MARSHALL DEAL | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| CLIFF MAYER | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| NANCY MILLER | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| RYAN LOVERN | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| KELLY JONES WILLIAMS | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| BETH ROGERS | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| CHRISTY SIGMON | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JENNIFER ECKARD | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| HONEY ESTRADA | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| BARBARA BEATTY | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| BOBBY LINEBERGER | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JAMIE TREADAWAY | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 810 FAIRGROVE CHURCH RD, HICKORY, NC 28602-9617
- Principal officer (990 for 2024)
- GUY GUARINO, 810 FAIRGROVE CHURCH ROAD, HICKORY, NC 28602
- Signed the 990
- GUY GUARINO, CHIEF DEVELOPMENT OFFICER
- Phone
- (828) 326-3670
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
THE FOUNDATION EXISTS FOR CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES PRIMARILY FOR THE BENEFIT OF CATAWBA COUNTY, NORTH CAROLINA, AND THE VICINITY THEREOF. THESE OBJECTIVES ARE TO BE ACHIEVED BY SUPPORTING, SUPPLEMENTING, ENHANCING, AND ENRICHING THE FACILITIES, PROGRAMS, AND SERVICES PROVIDED BY CATAWBA VALLEY HEALTH SYSTEM (THE HEALTH SYSTEM). THE FOUNDATION IS SUPPORTED PRIMARILY FROM PUBLIC CONTRIBUTIONS.
Program accomplishments
- FINANCIAL SUPPORT FOR CATAWBA VALLEY MEDICAL CENTER, A NON-PROFIT, COMMUNITY HOSPITAL.Expenses $2,841,879 · grants $2,841,879
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
- 58-1680281
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E22Z)
- Assets (IRS master file)
- $1,939,701
- Income (IRS master file)
- $861,155
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $829,242 | $2,851,411 | $1,939,701 | XML |
| 990 | June 2024 | $1,073,286 | $769,661 | $3,998,739 | IRS |
| 990 | June 2023 | $769,459 | $498,660 | $3,658,245 | IRS |
| 990 | June 2022 | – | – | – | 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 58-1680281).
Questions about CATAWBA MEDICAL FOUNDATION INC
- What is the EIN of CATAWBA MEDICAL FOUNDATION INC?
- The employer identification number (EIN) of CATAWBA MEDICAL FOUNDATION INC is 58-1680281.
- Is CATAWBA MEDICAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to CATAWBA MEDICAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CATAWBA MEDICAL FOUNDATION 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 CATAWBA MEDICAL FOUNDATION 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 CATAWBA MEDICAL FOUNDATION 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 CATAWBA MEDICAL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names GUY GUARINO.
- Who are the officers and directors of CATAWBA MEDICAL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 24 people; 0 received compensation from the organization.
- How much revenue does CATAWBA MEDICAL FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $829,242, expenses of $2,851,411 and total assets of $1,939,701 at year end.
Other nonprofits in HICKORY
- GREATER HICKORY COOPERATIVE CHRISTIAN MINISTRY EIN 56-0934855 · last filed 990 for 2024
- PREGNANCY CARE CENTER OF CATAWBA VALLEY EIN 56-1496108 · last filed 990 for 2025
- AFFORDABLE SENIOR HOUSING FOUNDATION EIN 99-2401503 · last filed 990-EZ for 2024
- CATAWBA COUNTY MEDICAL SOCIETY FOUNDATION EIN 20-4684680 · last filed 990-PF for 2025
- PHYSICIANS FOR REFORM EIN 20-8048412 · last filed 990 for 2024
- COASTAL AFFORDABLE SENIOR HOUSING FOUNDATION EIN 99-5123837 · last filed 990-EZ for 2025
- GRAND CONNECTIONS INC EIN 85-2160616 · last filed 990-N for 2024
- PHYSICIANS FOR REFORM FOUNDATION EIN 20-8048383 · last filed 990-EZ for 2024