CATAWBA MEDICAL FOUNDATION INC (EIN 581680281) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

GUY GUARINO JR

Phone

8283263670

Tax Period

2022-07-01 to 2023-06-30

CATAWBA MEDICAL FOUNDATION INC, founded in 1987, is a small nonprofit in the Health Care sector that reported $769K in total revenue in fiscal year 2022. Revenue fell 45% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $271K, a strong 35% operating margin.

Mission

FINANCIAL SUPPORT FOR CATAWBA VALLEY MEDICAL CENTER, A NON-PROFIT COMMUNITY HOSPITAL.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $769,459

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $769,459

Expense Breakdown

Grants Paid $545,286

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $545,286

Other Expenses $-46,626

TOTAL EXPENSES $498,660

Year-over-Year Comparison

	2022	2021	Change
Revenue	$769,459	$1,409,748	-0.5%
Expenses	$498,660	$646,126	-0.2%
Net Income	$270,799	$763,622	-0.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$268,682

Total Directors

$268,682

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GUY GUARINO JR	CHIEF DEVELOPMENT OFFICER	40.00	Officer Director	$0	$18,490	$268,682
GAYE TUCKER	BOARD MEMBER	2.00	Director	$0	$0	$0
BOBBY LINEBARGER	BOARD MEMBER	2.00	Director	$0	$0	$0
DR KATHY WILSON	BOARD MEMBER	2.00	Director	$0	$0	$0
PHIL ARMSTRONG	BOARD MEMBER	2.00	Director	$0	$0	$0
COLBY BOLICK	PRESIDENT	2.00	Officer Director	$0	$0	$0
BETH WATTS ROGERS	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHANN LOUCHEZ	BOARD MEMBER	2.00	Director	$0	$0	$0
NANCY MILLER	BOARD MEMBER	2.00	Director	$0	$0	$0
MARSHALL DEAL	BOARD MEMBER	2.00	Director	$0	$0	$0
TOM TAYLOR	BOARD MEMBER	2.00	Director	$0	$0	$0
KIMBERLY WHITLEY	OF-COUNSEL	2.00	Director	$0	$0	$0
STEPHANIE LOGAN	TREASURER	2.00	Officer Director	$0	$0	$0
CHRISTY SIGMON	BOARD MEMBER	2.00	Director	$0	$0	$0
KELLY JONES WILLIAMS	BOARD MEMBER	2.00	Director	$0	$0	$0
RYAN LOVE	BOARD MEMBER	2.00	Director	$0	$0	$0
HELEN DECUZZI	BOARD MEMBER	2.00	Director	$0	$0	$0
JENNIFER ECKERD	BOARD MEMBER	2.00	Director	$0	$0	$0
HONEY ESTRADA	BOARD MEMBER	2.00	Director	$0	$0	$0
DENNIS JOHNSON	EX OFFICIO	2.00	Director	$0	$0	$0
BARBARA BEATTY	BOARD MEMBER	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$769,459	$498,660	$3,658,245	$270,799
2022	$1,409,748	$646,126	$3,387,446	$763,622
2021	$2,279,522	$770,225	$2,645,852	$1,509,297
2020	$1,128,376	$1,218,250	$1,114,527	$-89,874
2019	$1,483,094	$1,488,774	$1,204,498	$-5,680

CATAWBA MEDICAL FOUNDATION INC