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North Carolina · Nonprofit

THE MENTAL HEALTH FUND INC DBA CATAWBA VALLEY HEALTHCARE

THE MENTAL HEALTH FUND INC DBA CATAWBA VALLEY HEALTHCARE (North Carolina) receives grants from 11 organizations whose IRS filings report $739,568 to it, the largest being FOUNDATION FOR THE CAROLINAS ($200,000). 6 of them have funded it in more than one year.

Revenue FY2025
$9.5M
Funders on record
11
Grants received
$740k
Net assets
$7.6M
6/11 repeat funderspeak grant-dependency 3%
01What it does

What The Mental Health Fund Inc Dba Catawba Valley Healthcare does

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.

As stated on its FY2025 Form 990.

Programs

  1. Clinical care: this program provides screening, clinical assessment and psychiatric evaluation for individuals with mental illness. Medication management and therapy are also provided.

    $1,340,781 spent
    20% of program spending
  2. Residential services: this program provides housing to assist adults with developmental and/or mental disabilities to live as independently as possible in their own communities.

    $1,254,495 spent
    18% of program spending
  3. Life skills day treatment: this program provides adult daily living skills and pre-vocational training opportunities for individuals with severe or profound developmental disabilities. The program is designed to assist individuals who need special help to develop basic work, social and daily living skills.

    $713,161 spent
    10% of program spending
  4. Connections is a psychosocial rehabilitation clubhouse for adults with severe and persistent mental illness. Connections has 4 working units - kitchen, snack bar, employment, and clerical. Within these units, members and staff work together to do the necessary and meaningful work of the clubhouse. Connections offers a variety of employment opportunities and also provides opportunity for education and socialization. $532,848the actt program provides highly specialized case management and treatment services for challenging to severe consumers. These services are provided outside of the office setting and are continuous and long term. $529,343mobile crisis & emergency services programs (crisis services)help clients in short-term crisis situations involving psychological & emotional distress. $513,901peer support: a program of staff or volunteers who are in their own recovery process. They assist people with mental health/substance abuse issues to identify, obtain and achieve life goals as a part of their own recovery process. $1,069integrated care: a program established at cvbh to provide primary care to patients who are also receiving behavioral health services. The goal is to…

    $3,502,060 spent
    51% of program spending

The 4 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $6,810,497.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($7.8M) Expenses 100 ($7.5M) Net assets 100 ($3.5M)2018 Revenue 98 ($7.6M) Expenses 96 ($7.2M) Net assets 112 ($3.9M)2019 Revenue 113 ($8.8M) Expenses 97 ($7.3M) Net assets 155 ($5.4M)2020 Revenue 93 ($7.2M) Expenses 103 ($7.7M) Net assets 143 ($5.0M)2021 Revenue 134 ($10M) Expenses 105 ($7.9M) Net assets 215 ($7.5M)2022 Revenue 119 ($9.3M) Expenses 115 ($8.6M) Net assets 234 ($8.2M)2023 Revenue 119 ($9.3M) Expenses 126 ($9.4M) Net assets 230 ($8.1M)2024 Revenue 124 ($9.7M) Expenses 128 ($9.6M) Net assets 233 ($8.2M)2025 Revenue 123 ($9.5M) Expenses 135 ($10M) Net assets 218 ($7.6M)
'17'18'19'20'21'22'23'24'25
Revenue (123)Expenses (135)Net assets (218)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2018 to 2019, from $4.9M to $6.2M (+28%).

$4.6M
$4.9M
$6.2M
$6.9M
$8.2M
$8.6M
$8.6M
$8.8M
$9.0M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2017 44% · 2018 44% · 2019 42% · 2020 0% · 2021 20% · 2022 3% · 2023 3% · 2024 4% · 2025 5%. Grants only. Government contracts and fees sit inside program revenue.

10% of THE MENTAL HEALTH FUND INC DBA CATAWBA VALLEY HEALTHCARE’s revenue is contributions — about as donation-reliant as the typical peer (51% for the typical peer).

This organization
Typical peer · 8,611 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 3 of the last 9 reported years ran a deficit.

$311k
’17
$419k
’18
$1.5M
’19
−$424k
’20
$2.5M
’21
$653k
’22
−$146k
’23
$92k
’24
−$546k
’25
5.6
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Timothy Lentz

CEO

Board chair

Henry S Morphis

Chair

As listed on its FY2025 Form 990.

The chief executive listed changed between the FY2021 and FY2022 filings.

'17'18'19'20'21'22'23'24'25
Listed131313141314151513
Joined·+3+4+1+1+2+6+1+2
No longer listed·34021514
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 1 funder to 3 funders, grant income rose $10k → $71k.

4 of 11 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 48% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of THE MENTAL HEALTH FUND INC DBA CATAWBA VALLEY HEALTHCARE’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

THE MENTAL HEALTH FUND INC DBA CATAWBA VALLEY HEALTHCARE leans on a few funders — its largest provides 27% of grant income and the top three 72%; half comes from just 2 funders.

the vertical line marks half of all grant income — 2 funders to its left

89% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund THE MENTAL HEALTH FUND INC DBA CATAWBA VALLEY HEALTHCARE.

27%
largest funder
72%
top three
~5
effective funders

Largest funder’s share by year: 2017 100% · 2019 67% · 2020 82% · 2021 100% · 2022 55% · 2023 85% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

60% of THE MENTAL HEALTH FUND INC DBA CATAWBA VALLEY HEALTHCARE's funders are still giving 3 years after their first grant; 55% give in more than one year at all.

first grant+1y+2y+3y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

97% of THE MENTAL HEALTH FUND INC DBA CATAWBA VALLEY HEALTHCARE's grant income comes from North Carolina funders.

PA
NC

In-state vs out-of-state, by year

’19
’20
’22
’23
North Carolina out of state home

Funder states come from each funder’s own filing. $353k arriving through sponsors registered in 3 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

THE MENTAL HEALTH FUND INC DBA CATAWBA VALLEY HEALTHCARE is better cushioned than half of the 4,665 health nonprofits its size.

Operating margin−6% · bottom quartile
Months of reserve5.6mo · above the median
Revenue growth (annualized)3% · below the median

this organization peer median middle 50% of peers· 4,665 health nonprofits $1M–$10M, FY2025

Government funding THE MENTAL HEALTH FUND INC DBA CATAWBA VALLEY HEALTHCARE receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $1.1M on record.

Federal$1.1M
grants $1.1Mcontracts $0
23
24
25
Top agencies
  • Department of Health and Human Services$1.1M

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like THE MENTAL HEALTH FUND INC DBA CATAWBA VALLEY HEALTHCARE

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In North Carolina

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

67% of spending goes to programs.

Program 67%Management 32%Fundraising 0%

Governance

8
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

94%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Screen this organization

A dated, signed PDF of the compliance screen for THE MENTAL HEALTH FUND INC DBA CATAWBA VALLEY HEALTHCARE: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds THE MENTAL HEALTH FUND INC DBA CATAWBA VALLEY HEALTHCARE?
THE MENTAL HEALTH FUND INC DBA CATAWBA VALLEY HEALTHCARE (North Carolina) receives grants from 11 organizations whose IRS filings report $739,568 to it, the largest being FOUNDATION FOR THE CAROLINAS ($200,000). 6 of them have funded it in more than one year.
How many funders does THE MENTAL HEALTH FUND INC DBA CATAWBA VALLEY HEALTHCARE have?
IRS filings report 11 organizations giving $739,568 in grants to THE MENTAL HEALTH FUND INC DBA CATAWBA VALLEY HEALTHCARE, 6 of which have funded it in more than one year.
Who is the largest funder of THE MENTAL HEALTH FUND INC DBA CATAWBA VALLEY HEALTHCARE?
FOUNDATION FOR THE CAROLINAS is the largest funder on record, with $200,000 in grants. The full list of funders is on this page.
How can an organization like THE MENTAL HEALTH FUND INC DBA CATAWBA VALLEY HEALTHCARE find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in North Carolina. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Mental Health Fund Inc Dba Catawba Valley Healthcare →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 11 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing