Civic Intelligence

Newberry County Hospital Foundation Inc

EIN 58-2340652 • 501(c)3 • Newberry, SC

Profile

The foundation is committed to assisting newberry county memorial hospital in providing quality healthcare to the community through awareness and financial support

2669 Kinard Street PO Box 38Newberry, SC 29108

www.newberryhospital.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

41st percentile

0.10x

Higher debt load relative to assets than 41% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

94th percentile

5.09x

Higher debt load relative to revenue than 94% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

87th percentile

43%

Higher net margin than 87% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

24th percentile

$108,380

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 22.0% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

93rd percentile

119%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$24,473,924

Up $2,265,224 (+10%) from 2024

Liabilities

Down

$2,508,355

Down $108,310 (-4.1%) from 2024

Net Assets

Up

$21,965,569

Up $2,373,534 (+12%) from 2024

Operations
Liabilities / Revenue94th percentileNet Margin87th percentile

Revenue

Up

$492,788

Up $267,976 (+119%) from 2024

Expenses

Up

$278,697

Up $140,928 (+102%) from 2024

Net Income

Up

$214,091

Up $127,048 (+146%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $4,448,987Liabilities 2010: $1,995,636Net Assets 2010: $2,453,3512010Assets 2011: $4,393,508Liabilities 2011: $1,775,121Net Assets 2011: $2,618,3872011Assets 2012: $6,915,880Liabilities 2012: $1,824,846Net Assets 2012: $5,091,0342012Assets 2013: $7,023,862Liabilities 2013: $1,868,528Net Assets 2013: $5,155,3342013Assets 2014: $9,415,609Liabilities 2014: $1,903,849Net Assets 2014: $7,511,7602014Assets 2015: $7,912,330Liabilities 2015: $1,085,934Net Assets 2015: $6,826,3962015Assets 2016: $7,960,123Liabilities 2016: $1,140,492Net Assets 2016: $6,819,6312016Assets 2017: $9,476,218Liabilities 2017: $2,445,610Net Assets 2017: $7,030,6082017Assets 2018: $11,111,022Liabilities 2018: $2,708,068Net Assets 2018: $8,402,9542018Assets 2019: $11,657,133Liabilities 2019: $2,823,244Net Assets 2019: $8,833,8892019Assets 2020: $13,915,600Liabilities 2020: $2,890,361Net Assets 2020: $11,025,2392020Assets 2021: $18,559,051Liabilities 2021: $2,962,390Net Assets 2021: $15,596,6612021Assets 2022: $15,515,384Liabilities 2022: $3,029,764Net Assets 2022: $12,485,6202022Assets 2023: $18,052,974Liabilities 2023: $2,149,329Net Assets 2023: $15,903,6452023Assets 2024: $22,208,700Liabilities 2024: $2,616,665Net Assets 2024: $19,592,0352024Assets 2025: $24,473,924Liabilities 2025: $2,508,355Net Assets 2025: $21,965,5692025

Highlighted filing

2025

Assets$24,473,924
Liabilities$2,508,355
Net Assets$21,965,569
Open 2025 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $398,4322010Revenue 2011: $398,837Expenses 2011: $245,718Net Income 2011: $153,1192011Expenses 2012: $247,6382012Expenses 2013: $125,9662013Revenue 2014: $2,690,487Expenses 2014: $343,943Net Income 2014: $2,346,5442014Revenue 2015: -$456,990Expenses 2015: $227,477Net Income 2015: -$684,4672015Revenue 2016: $147,758Expenses 2016: $148,637Net Income 2016: -$8792016Revenue 2017: $335,768Expenses 2017: $131,903Net Income 2017: $203,8652017Revenue 2018: $1,503,842Expenses 2018: $131,496Net Income 2018: $1,372,3462018Revenue 2019: $623,838Expenses 2019: $192,903Net Income 2019: $430,9352019Revenue 2020: $776,150Expenses 2020: $192,581Net Income 2020: $583,5692020Revenue 2021: $575,256Expenses 2021: $132,217Net Income 2021: $443,0392021Revenue 2022: $884,476Expenses 2022: $381,654Net Income 2022: $502,8222022Revenue 2023: $695,265Expenses 2023: $143,063Net Income 2023: $552,2022023Revenue 2024: $224,812Expenses 2024: $137,769Net Income 2024: $87,0432024Revenue 2025: $492,788Expenses 2025: $278,697Net Income 2025: $214,0912025

Highlighted filing

2025

Revenue$492,788
Expenses$278,697
Net Income$214,091
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,473,924
Liabilities
$2,508,355
Net assets
$21,965,569
Revenue
$492,788
Expenses
$278,697
Net income
$214,091
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$24.5$2.51$22.0$0.49$0.28$0.21
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.2$2.62$19.6$0.22$0.14$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.1$2.15$15.9$0.70$0.14$0.55
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$3.03$12.5$0.88$0.38$0.50
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.6$2.96$15.6$0.58$0.13$0.44
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.9$2.89$11.0$0.78$0.19$0.58
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$2.82$8.83$0.62$0.19$0.43
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$2.71$8.40$1.50$0.13$1.37
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.48$2.45$7.03$0.34$0.13$0.20
2016Detailed filing. Detailed filing data is available for this year.$7.96$1.14$6.82$0.15$0.15$0.00
2015Detailed filing. Detailed filing data is available for this year.$7.91$1.09$6.83$0.46$0.23$0.68
2014Detailed filing. Detailed filing data is available for this year.$9.42$1.90$7.51$2.69$0.34$2.35
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.02$1.87$5.16$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.92$1.82$5.09$0.25
2011Summary only. Only limited summary data is available for this year.$4.39$1.78$2.62$0.40$0.25$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.45$2.00$2.45$0.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 24, 2026
Return Version
2024v5.5
Gross Receipts
$749,744
Mission and Program Overview

Mission

The foundation is committed to assisting newberry county memorial hospital in providing quality healthcare to the community through awareness and financial support.

The mission of the foundation is to promote the hospital's mission through community education, advocacy and fundraising that supports newberry county memorial hospital and its services to the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$18,134,848$20,286,023▲ $2,151,175
Cash and Non-Interest-Bearing Accounts$1,187,718$1,380,956▲ $193,238
Investments Other Securities$293,988$349,151▲ $55,163
Inventories for Sale or Use$32,582$20,298▼ $12,284
Prepaid Expenses and Deferred Charges$16,969$18,198▲ $1,229
Accounts Receivable$621$0▼ $621
Land, Buildings, and Equipment, Net$579$524▼ $55
Total Assets$22,208,700$24,473,924▲ $2,265,224
Other Assets Total$2,541,395$2,418,774▼ $122,621
Liabilities
Other Liabilities$2,616,665$2,485,585▼ $131,080
Accounts Payable and Accrued Expenses$0$22,770▲ $22,770
Total Liabilities$2,616,665$2,508,355▼ $108,310
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$19,470,511$21,836,207▲ $2,365,696
Net Assets With Donor Restrictions$121,524$129,362▲ $7,838
Total Net Assets Fund Balance$19,592,035$21,965,569▲ $2,373,534
Total Liabilities and Net Assets / Fund Balance$22,208,700$24,473,924▲ $2,265,224

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$524$29,247$29,771
Other Assets Org$191,710--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$121,524-▲ $13,193-$129,362
2023$115,180-▲ $7,638-$121,524
2022$110,493-▲ $5,932-$115,180
2021$132,620-▼ $17,052-$110,493
2020$110,077-▲ $27,443-$132,620
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brenda WilliamsExecutive Director (thru 01/25)PT$98,924$9,456$108,380

Board Members and Trustees

NameTitle
Jeff WickerChair
Linda KnightVice-chair
Amanda LindlerDirector
Ashley WilsonDirector
Barbara HazelDirector
Cathy CainDirector
Kenley LongshoreDirector
Mandy CountsDirector
Michael ShinnDirector
Rebecca ClaryDirector
Susan BellowsDirector
Vince NorthcuttDirector
Vivian KeslerDirector
Emily MettsExecutive Director (as of 01/25)
Jerry AlewineAlewine
Jonelle MorrisonSecretary
Jan PiersolTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$239,949
Program Service Revenue
$0
Investment Income
$252,249
Other Revenue
$590
All Other Contributions
$168,127
Change in Net Assets
$214,091
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$132,719
Salaries, Compensation, and Employee Benefits$95,413
Other Expenses$50,565
Total Fundraising Expense$24,235
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$121,219--$121,219
Current Officers, Directors, Trustees, and Key Employees$19,034$38,065$19,031$76,130
Pension Plan Contributions$19,283--$19,283
Interest-$12,091-$12,091
Grants to Domestic Individuals$11,500--$11,500
Fees for Services Legal-$6,071-$6,071
Occupancy$5,808--$5,808
Fees for Services Management--$5,204$5,204
Office Expenses$4,518--$4,518
Other Expenses$2,376--$2,376
Depreciation Depletion$55--$55
Total Functional Expenses$198,235$56,227$24,235$278,697
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Newberry County Memorial HospitalNewberry, SC115/501(c)(3)Purchase of Various Items to Support Hospital Activities$121,219
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$27,793
Fundraising Gross Income$15,000
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Friends of the Foundation Dinner$86,822$15,000$10,517$4,483
Total Events$86,822$15,000$22,616$-7,616
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Organization$2,286,209
Right of Use Asset Lease Obligation$199,376
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“The foundation revised its bylaws in may 2025. The changes included removing the requirement that the foundation's investments be held in newberry county memorial hospital (ncmh) accounts, removing the requirement that an employee of ncmh serve on the board of directors, removing the requiremtn that changes or repeals to the bylaws be provided to the ncmh board of trustees for information and approval, and changing the guidelines so that the foundation's executive director, rather than the board chair, may enter into contracts on behalf of the foundation”

Form 990, Part VI, Section A, Line 7A

“Newberry county memorial hospital appoints one non-voting member of the foundation's board, giving the hospital a voice on the foundation's board.”

Form 990, Part VI, Section A, Line 7B

“Board of directors (members) vote on projects that are to be funded for the hospital, types of gifts to be accepted by the foundation, investments involving the foundation, by-law changes, the meeting minutes and the approval of a new executive director. The exectutive committee (consisting of chair, vice-chair, secretary and treasurer) will bring recommendations to the remaining members of the board of directors for questions/vote. A quorum must approve. Votes may be taken by any form of communication (phone, ballot, email).”

Form 990, Part VI, Section B, Line 11B

“The return was prepared by an independent accounting firm with assistance and oversight by management. Upon review by management, the return was distributed to all voting board members prior to the filing date. A period for questions and comments was allowed before filing the return with the irs.”

Form 990, Part VI, Section B, Line 12C

“All board of director members of the foundation are required to sign a conflict of interest statement in the first month of each fiscal year. Staff of the foundation are required to sign a conflict of interest statment in the first month of the calendar year. Any new members added during the year are required to sign a conflict of interest statement. If a conflict arises during a board decision or vote, the member with the conflict abstains from the vote.”

Form 990, Part VI, Section B, Line 15

“The executive director's compensation is determined by a fair market value comparison for other executive directors in south carolina. The final determination is made by the ceo and cfo. The executive director is evaluated every october. The foundation has no other paid officers or key employees to which this procedure could apply. The process described here was last completed in 2025.”

Form 990, Part VI, Section C, Line 19

“Photocopies of the form 990 are available upon request at the organization's administrative office at newberry county memorial hospital.”

Filing and Contact Details

Filer

Filer Name
Newberry County Hospital Foundation Inc
EIN
58-2340652
Phone
8034057426
Address
2669 KINARD STREET PO BOX 38, NEWBERRY, SC 29108

Signing Officer

Name
Emily Metts
Title
Executive Director
Phone
8034057426
Signed
2026-03-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Emily Metts
Formed
1997
Legal Domicile
Sc
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
16

Preparer

Firm
Cliftonlarsonallen Llp
Address
14815 BALLANTYNE VILLAGE WAY SUITE, 300, CHARLOTTE, NC 28277
Preparer
Kathrine a Warlick
Phone
7049985200
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“This process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The organization uses its endowment fund for the scholarship loan program. This program was established to positively impact the nursing recruiting efforts of newberry county memorial hospital. Recipients of funds are students pursuing a comprehensive associate degree in nursing or a bachelor of science in nursing degree.”

Raw XML AppendixShowing 400 of 609 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/AccountsReceivableGrp/EOYAmt00
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IRS990/ActivityOrMissionDesc0THE MISSION OF THE FOUNDATION IS TO PROMOTE THE HOSPITAL'S MISSION THROUGH COMMUNITY EDUCATION, ADVOCACY AND FUNDRAISING THAT SUPPORTS NEWBERRY COUNTY MEMORIAL HOSPITAL AND ITS SERVICES TO THE COMMUNITY.
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IRS990/Desc0SINCE 1997, THE NEWBERRY COUNTY HOSPITAL FOUNDATION HAS SUPPORTED NEWBERRY HOSPITAL'S MISSION OF PROVIDING EXCEPTIONAL CARE WITH A PERSONAL TOUCH THROUGH COMMUNITY EDUCATION, ADVOCACY, AND FUNDRAISING. THE COMBINED ENERGIES OF OUR GENEROUS DONORS, VOLUNTEERS, BOARD, STAFF AND PHYSICIANS, ALLOW US TO PROVIDE OUR HOSPITAL WITH THE BEST TECHNOLOGY AND THE HIGHEST QUALITY OF PATIENT-CENTERED CARE. IN THE PAST YEAR, GIFTS TO THE FOUNDATION HAVE FUNDED $110,000 FOR AN INFANT SECURITY SYSTEM, $11,578.45 TO THE ONCOLOGY DEPARTMENT FOR PATIENT CARE; $3,700 FOR SAFE KIDS EVENT AND $11,500 FOR SCHOLARSHIPS.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
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IRS990/Form990PartVIISectionAGrp/PersonNm4JERRY ALEWINE
IRS990/Form990PartVIISectionAGrp/PersonNm5SUSAN BELLOWS
IRS990/Form990PartVIISectionAGrp/PersonNm6CATHY CAIN
IRS990/Form990PartVIISectionAGrp/PersonNm7REBECCA CLARY
IRS990/Form990PartVIISectionAGrp/PersonNm8MANDY COUNTS
IRS990/Form990PartVIISectionAGrp/PersonNm9BARBARA HAZEL
IRS990/Form990PartVIISectionAGrp/PersonNm10VIVIAN KESLER
IRS990/Form990PartVIISectionAGrp/PersonNm11AMANDA LINDLER
IRS990/Form990PartVIISectionAGrp/PersonNm12KENLEY LONGSHORE
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IRS990/Form990PartVIISectionAGrp/PersonNm14MICHAEL SHINN
IRS990/Form990PartVIISectionAGrp/PersonNm15ASHLEY WILSON
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
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IRS990/Form990PartVIISectionAGrp/TitleTxt4ALEWINE
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR (THRU 01/25)
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXECUTIVE DIRECTOR (AS OF 01/25)
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IRS990/MissionDesc0THE FOUNDATION IS COMMITTED TO ASSISTING NEWBERRY COUNTY MEMORIAL HOSPITAL IN PROVIDING QUALITY HEALTHCARE TO THE COMMUNITY THROUGH AWARENESS AND FINANCIAL SUPPORT.
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE FOUNDATION IS AN ORGANIZATION RUN ALMOST EXCLUSIVELY BY A VOLUNTEER BOARD. THE FOUNDATION MEETS THE FACTS AND CIRCUMSTANCES TEST BY CONTINUING TO OPERATE A BONA FIDE PROGRAM THAT SOLICITS FUNDS. FUNDRAISING EFFORTS ARE BEGINNING TO RETURN TO PRE-PANDEMIC LEVELS, AS THE FOUNDATION IS ONCE AGAIN ABLE TO HOLD FUNDRAISING EVENTS.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0145649
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