2025-05-13T12:30:58-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2023-07-01 581680281 CATAWBA MEDICAL FOUNDATION INC CATA 8283263670 810 FAIRGROVE CHURCH ROAD HICKORY NC 28602 GUY GUARINO JR CHIEF DEVELOPMENT OFFICER 8283263670 2025-05-12 1 1 KATHRINE A WARLICK P02065266 7049985200 2025-05-12 2023 2025-03-06 01:10:19Z GUY GUARINO 810 FAIRGROVE CHURCH ROAD HICKORY NC 28602 1104199 0 X HTTPS://WWW.CATAWBAVALLEYHEALTH.ORG/FOUNDATION.AS X 1987 NC 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 (1) 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. 20 20 0 20 0 0 769459 1068933 0 0 0 5253 0 -900 769459 1073286 545286 759559 0 0 0 0 0 0 0 -46626 10102 498660 769661 270799 303625 3658245 3998739 0 36869 3658245 3961870 X 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 (1) 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. 0 0 759559 759559 FINANCIAL SUPPORT FOR CATAWBA VALLEY MEDICAL CENTER, A NONPROFIT, COMMUNITY HOSPITAL. 759559 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 1 1 1 0 NC X TRACEY BOLICK 8283263000 810 FAIRGROVE CHURCH RD SE HICKORY NC 28602 GUY GUARINO JR CHIEF DEVELOPMENT OFFICER 40.00 X X 0 287147 28763 COLBY BOLICK PRESIDENT 2.00 X X 0 0 0 JOHANN LOUCHEZ BOARD MEMBER 2.00 X 0 0 0 STEPHANIE LOGAN TREASURER 2.00 X X 0 0 0 KIMBERLY WHITLEY OF-COUNSEL 2.00 X 0 0 0 PHIL ARMSTRONG BOARD MEMBER 2.00 X 0 0 0 TOM TAYLOR BOARD MEMBER 2.00 X 0 0 0 MARSHALL DEAL BOARD MEMBER 2.00 X 0 0 0 CLIFF MAYER BOARD MEMBER 2.00 X 0 0 0 NANCY MILLER BOARD MEMBER 2.00 X 0 0 0 RYAN LOVERN BOARD MEMBER 2.00 X 0 0 0 KELLY JONES WILLIAMS BOARD MEMBER 2.00 X 0 0 0 BETH ROGERS BOARD MEMBER 2.00 X 0 0 0 CHRISTY SIGMON BOARD MEMBER 2.00 X 0 0 0 JENNIFER ECKARD BOARD MEMBER 2.00 X 0 0 0 HONEY ESTRADA BOARD MEMBER 2.00 X 0 0 0 BARBARA BEATTY BOARD MEMBER 2.00 X 0 0 0 BOBBY LINEBERGER BOARD MEMBER 2.00 X 0 0 0 JAMIE TREADAWAY BOARD MEMBER 2.00 X 0 0 0 0 287147 28763 1 0 1 0 0 88658 980275 1068933 5253 5253 30013 88658 30913 -900 -900 1073286 0 0 4353 759559 759559 7600 7600 MISCELLANEOUS EXPENSE 2502 2502 769661 759559 10102 0 2488080 3265119 1170165 714183 19437 3658245 3998739 0 36869 0 36869 X 680187 762948 2978058 3198922 3658245 3961870 3658245 3998739 303625 0 X X 0 1 X 1 0 X X X 1 CATAWBA VALLEY MEDICAL CENTER 560789196 3 1 759559 0 1 759559 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1654315 581029 581029 1073286 0 1073286 1350690 581029 581029 769661 0 769661 CASINO ROYALE 118671 88658 30013 800 30013 100 118671 88658 30013 800 30013 100 30913 -900 1 CATAWBA VALLEY MEDICAL CENTER 810 FAIRGROVE CHURCH ROAD SE HICKORY NC 28602 560789196 501(C)(3)/117 759559 0 SUPPORT FOR FACILITIES, EQUIPMENT OR PROGRAMS THAT ENHANCE THE HEALTH OF THE COMMUNITY. 1 PART I, LINE 2: THE GRANT PROCESS INVOLVES A STANDARDIZED FORM WITH SPECIFIC QUESTIONS REGARDING DETAILS OF THE PROJECT/PROGRAM, SUSTAINABILITY, COSTS, AND OTHER GENERAL INFORMATION. THE REQUESTOR MUST DETAIL THE SCOPE OF THE PROJECT, ATTACH QUOTES OR PURCHASING INFORMATION, AND THEIR CONTACT INFORMATION. ALL GRANTS AWARDED BY CATAWBA MEDICAL FOUNDATION ARE SPECIFIC TO CVMC, ITS MEDICAL PRACTICES AND PARTNER ORGANIZATIONS. 0 1 0 0 0 0 0 0 0 GUY GUARINO JR CHIEF DEVELOPMENT OFFICER 0 252385 0 33401 0 1361 0 0 0 28763 0 315910 0 0 PART I, LINE 4B GUY GUARINO PARTICIPATED IN SECTION 457(B) DEFERRED COMPENSATION PLAN AND DEFERRED $30,500 DURING THE 2023 CALENDAR YEAR. FORM 990, PART VI, SECTION A, LINE 7A ALL BOARD DIRECTORS MUST BE APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS MAINTAINED AT THE FOUNDATION'S OFFICE FOR REVIEW BY THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION DISTRIBUTES THE POLICY FOR THE BOARD MEMBERS TO REVIEW AND DISCLOSE ANY CONFLICTS OF INTEREST AT THE FIRST BOARD MEETING OF THE CALENDAR YEAR. FORM 990, PART VI, SECTION B, LINE 15 AS PART OF ITS RELATIONSHIP WITH CVMC, CMF FOLLOWS THE POLICIES AND PROCEDURES OF THE CVMC HR DEPARTMENT. CVMC CONTRACTED WITH MERCER FOR A COMPLETE COMPENSATION STUDY. MERCER PROVIDES EXECUTIVE COMPENSATION CONSULTING SERVICES THAT UTILIZE EXECUTIVE COMPENSATION MARKET DATA FROM ALL RELEVANT SOURCES INCLUDING GALLAGHER NATIONAL HEALTHCARE LEADERSHIP, MERCER IHN HEALTHCARE SYSTEM, SULLIVAN COTTER HEALTHCARE MANAGEMENT AND EXECUTIVE COMPENSATION AND WTW HEALTHCARE SURVEYS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION HAS AVAILABLE ANY GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION AT THE FOUNDATION'S OFFICE. FORM 990, PART XII, LINE 2C: FINANCIAL SUPPORT FOR CATAWBA VALLEY MEDICAL CENTER, A NON-PROFIT, COMMUNITY HOSPITAL. CATAWBA VALLEY MEDICAL CENTER 810 FAIRGROVE CHURCH RD SE HICKORY NC 28602 560789196 HOSPITAL NC 501(C)(3)/117 LINE 3 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0