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 Mental Health Associations NTEE: F80 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.

Where $100 goes at The Mental Health Fund Inc DBA Catawba Valley Healthcare

How The Mental Health Fund Inc DBA Catawba Valley Healthcare divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.

$70 Programs the work itself
$30 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $70 for programs

$36
Connections is a psychosocial rehabilitation clubhouse for adults with severe and persistent mental illness
51% of program spending
$14
Clinical care
20% of program spending
$13
Residential services
18% of program spending

Plus 1 more program. Cost per person served and the full program breakdown are on the full profile.

Share on LinkedIn Share on Facebook
Add this to your website

Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

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

Health & Medicine
$332,087 5 grants
General Support
$236,050 7 grants
Mental Health & Substance Abuse
$90,000 3 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.

See the full picture for THE MENTAL HEALTH FUND INC DBA CATAWBA VALLEY HEALTHCARE

Complete financials, all 15 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 880,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports
7-day free trial Cancel any time