Caldwell Memorial Hospital

LENOIR, NC EIN: 58-1935514 Website

HEALTH AND HUMAN SERVICES

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$19.9M

+24.7% YoY

Annual Giving

$1.2M

+863.4% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$1.2M

+863.4% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$4M$5M20202021202220232024
Metric202420232022
Total Assets$19,890,294$15,954,018$12,895,101
Revenue$4,472,622$1,731,029$1,544,934
Expenses$1,611,816$517,067$546,021
Qualifying Distributions
Net Investment Income$822,256$9,047$1,134,770
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$308K$615K$923K$1M0 grants20200 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

CALDWELL MEMORIAL HOSPITAL$1.2M

Grant Size Distribution

3 grants across all recorded years

<$50K$50–100K1$100–250K1$250–500K$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Caldwell Memorial Hospital fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
SHERRY FORDPRESIDENT1
BOB FLOYD JRVICE-PRESIDENT1
SUE ELLEN BROOKSHIRESECRETARY1
GARY SHORETREASURER1
SARAH HAMLER DODIRECTOR1
WILLIAM HOWARD IIIDIRECTOR1
RICK COFFEYDIRECTOR1
DAVE COOK MDDIRECTOR1
HECTOR ESTEPAN MDDIRECTOR1
GENE HENDRICKSDIRECTOR1
KENVIAN FERGUSON HELTONDIRECTOR1
ANGIE STORYDIRECTOR1
DAVID SMITHEX-OFFICIO MEMBER1
LUCY MCCARLDIRECTOR1
DIANA MCCLINTONDIRECTOR1
DONALD D MCNEILLDIRECTOR1
BOB REICHLING MDDIRECTOR1
ANN SMITHDIRECTOR1
BRUCE VANDERBLOEMENDIRECTOR1
ZACHARY KIMBALL MDEX-OFFICIO MEMBER1
JOE GIBBONSDIRECTOR1
VIRGINIA HOYLEEXECUTIVE DIRECTOR40
DAVID LOWRY MDEX-OFFICIO MEMBER1

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

Cities

Lenoir

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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