Public Charity

THE MENTAL HEALTH FUND INC DBA CATAWBA VALLEY HEALTHCARE

THE MENTAL HEALTH FUND INC DBA CATAWBA VALLEY HEALTHCARE is a nonprofit organization categorized as Public Charity based in HICKORY, NC. Its most recent IRS filing (2025) reports revenue of $9.5M, expenses of $10.1M, total assets of $9.0M. Imperigo tracks 15 reported grant relationships connected to this organization totaling approximately $658K.

EIN: 562151678 HICKORY, NC Latest filing: 2025
Total Revenue$9.5M
Total Expenses$10.1M
Total Assets$9.0M
Grant Records15
Funding Total$658K
Filing Years2020–2025

Mission

THE PRIMARY PURPOSE OF CATAWBA VALLEY HEALTHCARE IS TO BE A DIRECT SERVICE PROVIDER FOR DEVELOPMENTALLY DISABLED AND/OR MENTALLY ILL ADULTS. DIRECT CLIENT SERVICES INCLUDE RESIDENTIAL GROUP HOME CARE, PSYCHIATRIC, MEDICAL AND OTHER OUTPATIENT FUNCTIONS, AS WELL AS LIFE SKILLS, INDEPENDENT LIVING AND VOCATIONAL TRAINING OPPORTUNITIES.

Officers & Directors

VICE-CHAIR Ben Rogers
EMPLOYEE Francis Penland
CHAIR Henry S Morphis
DIRECTOR Janet Greer
COO Jennifer Williams
TREASURER Peg Wartowski

Officer compensation and complete director data available with membership.

Top Grant Purposes

SUPPORT PROGRAMS THAT ENHANCE THE HEALTH OF THE COMMUNITY.
$200,000 1 grant
CHARITABLE GIFT
$200,000 3 grants
HEALTH
$132,087 4 grants
ASSIST LOCAL MENTAL HEALTH PROVIDER
$85,000 2 grants
GENERAL SUPPORT
$21,050 2 grants

Financial Trends

Year Revenue Expenses Assets
2025 $9.5M $10.1M $9.0M
2024 $9.7M $9.6M $8.8M
2023 $9.3M $9.4M $8.6M
2021 $10.4M $7.9M $8.2M
2020 $7.2M $7.7M $6.9M

Between 2020 and 2025, reported annual revenue grew from $7.2M to $9.5M (+32%), with total assets most recently reported at $9.0M.

Interactive year-over-year charts and full filing details available with membership.

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