DAVIE MEDICAL CENTER

EIN: 562276994 501(c)(3)

BERMUDA RUN, NC

Total Revenue
$141,261,888
Total Expenses
$103,022,038
Total Assets
$235,277,986
Net Assets
$177,369,446
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2001
Legal Domicile
NC
Principal Officer
CHAD BROWN
Phone
3367164445
Tax Period
2023-01-01 to 2023-12-31

DAVIE MEDICAL CENTER, founded in 2001, is a major nonprofit that reported $141.3M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $38.2M, a strong 27% operating margin.

Mission

DAVIE MEDICAL CENTER (DBA ATRIUM HEALTH WAKE FOREST BAPTIST DAVIE MEDICAL CENTER, AT TIMES ALSO REFERRED TO AS THE "HOSPITAL OR "AHWFB-DMC OR "THE FILING ORGANIZATION") IS AN INTEGRAL PART OF ATRIUM HEALTH WAKE FOREST BAPTIST (AT TIMES ALSO REFERRED TO AS "AHWFB"), A PREEMINENT LEARNING HEALTH SYSTEM AND ACADEMIC MEDICAL CENTER OF THE HIGHEST QUALITY WITH BALANCED EXCELLENCE IN PATIENT CARE, RESEARCH AND EDUCATION THAT PROMOTES BETTER HEALTH FOR ALL THROUGH COLLABORATION, EXCELLENCE, AND INNOVATION. AHWFB'S MISSION IS TO IMPROVE HEALTH, ELEVATE HOPE, AND ADVANCE HEALING FOR ALL. AHWFB'S VISION IS TO BE THE FIRST AND BEST CHOICE FOR CARE.

Program Service Accomplishments

Program 1
Expenses: $96,444,207 Revenue: $141,257,610

THE ORGANIZATION OPERATES A 50 ACUTE CARE BED HOSPITAL PROVIDING MEDICAL, EMERGENCY, AND OUTPATIENT CARE SERVICES TO THE RESIDENTS OF DAVIE COUNTY, NORTH CAROLINA AND SURROUNDING AREAS. THE...

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THE ORGANIZATION OPERATES A 50 ACUTE CARE BED HOSPITAL PROVIDING MEDICAL, EMERGENCY, AND OUTPATIENT CARE SERVICES TO THE RESIDENTS OF DAVIE COUNTY, NORTH CAROLINA AND SURROUNDING AREAS. THE ORGANIZATION SERVES AS A SATELLITE PROVIDER OF ATRIUM HEALTH WAKE FOREST BAPTIST SPECIALTY SERVICES AT ITS BERMUDA RUN CAMPUS IN BOTH MEDICAL PLAZA ONE AND MEDICAL PLAZA TWO, INCLUDING CARDIAC REHABILITATION, CARDIOLOGY, OPHTHALMOLOGY, GASTROENTEROLOGY, NEUROLOGY, NEUROSURGERY, ORTHOPAEDICS, PULMONOLOGY, PODIATRY, IMAGING, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, ENDOSCOPY, LAB AND PHARMACY. THE ORGANIZATION IS ACCREDITED BY THE JOINT COMMISSION ON ACCREDITATION OF HEALTHCARE ORGANIZATIONS AND HAS BEEN COMMITTED TO SERVING THE HEALTHCARE NEEDS OF DAVIE COUNTY SINCE 2013.DURING TAX YEAR 2023, THE HOSPITAL FACILITY HAD APPROXIMATELY 4,500 PATIENT DAYS, WITH 1,900 INPATIENT ADMISSIONS, 5,550 OUTPATIENT OR CASES AND 29,300 EMERGENCY ROOM VISITS.THE ORGANIZATION PROVIDES NUMEROUS RESOURCES, ACTIVITIES, AND PROGRAMS TO SERVE THE HEALTH NEEDS OF ITS COMMUNITY. THESE PROGRAMS INCLUDE: - BESTHEALTH - A COMMUNITY WELLNESS OUTREACH PROGRAM OF AHWFB OFFERING HEALTH SEMINARS, SCREENINGS, COOKING AND FITNESS CLASSES, ONLINE HEALTH RESOURCES AND A MEMBERSHIP PROGRAM WITH SPECIAL BENEFITS. SEMINARS LED BY EXPERTS FROM AHWFB PROVIDE THE LATEST INFORMATION ABOUT A VARIETY OF HEALTH TOPICS IN TALKS HELD AT CONVENIENT LOCATIONS THROUGHOUT THE COMMUNITY. MEMBERSHIP BENEFITS INCLUDE FREE HEALTH SCREENINGS, WELLNESS CHALLENGES, DISCOUNTS TO PARTICIPATING LOCAL MERCHANTS, E-NEWSLETTERS, AND PRIORITY NOTIFICATION OF EVENTS AND PROGRAMS.- FAITHHEALTHNC - AN INITIATIVE THAT CONNECTS THE CARING STRENGTHS OF CONGREGATIONS, THE CLINICAL EXPERTISE OF PROVIDERS, AND A NETWORK OF COMMUNITY RESOURCES TO EASE THOSE ON THE JOURNEY TO HEALTH AND HEALING, STRENGTHENING COMMUNITIES IN THE PROCESS. THERE ARE TWO FAITHHEALTH CONNECTORS IN DAVIE COUNTY THAT SERVE MARGINALIZED POPULATIONS AND GIVE VOICE TO HEALTH DISPARITIES IN THE COMMUNITIES SURROUNDING AHWFB-DMC. - CAREGIVER ACADEMY - A PROGRAM OFFERING FREE CLASSES TO EDUCATE THE COMMUNITY ON HOW TO PREPARE FOR CAREGIVING AND PROVIDE ASSISTANCE FOR LOVED ONES, INCLUDING FINDING THE RIGHT RESOURCES, BEING YOUR OWN HEALTH CARE ADVOCATE, AND DEALING WITH THE PAPERWORK AND FINANCIALBURDENS.- NURSING APPRENTICESHIPS - IN 2021 THE FILING ORGANIZATION, ATRIUM HEALTH LEXINGTON MEDICAL CENTER (LMC), AND ATRIUM HEALTH WAKE FOREST BAPTIST (AHWFB) ENTERED INTO A PARTNERSHIP WITH DAVIDSON-DAVIE COMMUNITY COLLEGE TO HELP IMPROVE THE NURSING SHORTAGE AFFECTING HEALTH CARE SYSTEMS IN THE REGION. THE PROGRAM IS THE FIRST REGISTERED NURSE APPRENTICESHIP PROGRAM IN NORTH CAROLINA TO BE APPROVED BY THE DEPARTMENT OF LABOR. IN 2022, THE FILING ORGANIZATION, LMC AND AHWFB ENTERED INTO A NEW PARTNERSHIP WITH DAVIDSON-DAVIE COMMUNITY COLLEGE TO CREATE THE LARGEST HEALTHCARE APPRENTICESHIP PROGRAM IN NORTH CAROLINA. STUDENTS WILL BE ABLE TO WORK IN A HEALTHCARE PROFESSION WHILE TAKING COURSES RELATED TO THEIR CAREER GOALS. COURSES ARE AVAILABLE FOR THE FOLLOWING HEALTHCARE PROFESSIONS: MEDICAL ASSISTING, MEDICAL LABORATORY TECHNOLOGY, NURSING, LICENSED PRACTICAL NURSING, PHARMACY TECHNOLOGY, CENTRAL STERILE PROCESSING, SURGICAL TECHNOLOGY, AND NURSE AIDE. THIS PARTNERSHIP BUILDS OFF THE SUCCESS OF THE 2021 COLLABORATION BETWEEN DAVIDSON-DAVIE COMMUNITY COLLEGE AND ATRIUM HEALTH WAKE FOREST BAPTIST TO LAUNCH THE STATE'S FIRST REGISTERED NURSE APPRENTICESHIP PROGRAM. THIS NEW COLLABORATION EXPANDS APPRENTICESHIP OPPORTUNITIES TO OTHER CRITICAL HEALTHCARE FIELDS. THIS UNIQUE PARTNERSHIP NOT ONLY OFFERS STRUCTURE THAT SUPPORTS AND GROWS THE PIPELINE OF HEALTH CARE LEARNERS, BUT AFFORDS THE UNIQUE OPPORTUNITY TO ENGAGE IN NEW THOUGHTS REGARDING MODELS OF CARE DESIGN AND LEVERAGE THE ACADEMIC LEARNING HEALTHCARE SYSTEM.IN ADDITION TO COMMUNITY PROGRAMS, THE HOSPITAL REGULARLY REINVESTS FUNDS IN MEDICAL TECHNOLOGIES AND STATE-OF-THE ART EQUIPMENT TO BETTER MEET THE HEALTH NEEDS OF THE COMMUNITY. HIGHLIGHTING ITS NATIONALLY RECOGNIZED ACHIEVEMENTS IN PATIENT SAFETY AND QUALITY, ATRIUM HEALTH WAKE FOREST BAPTIST DAVIE MEDICAL CENTER RECEIVED ITS FIFTH CONSECUTIVE 'A' GRADE FROM THE LEAPFROG GROUP.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $11,071
Program Service Revenue $141,257,610
Investment Income $-6,793
Other Revenue $0
TOTAL REVENUE $141,261,888

Expense Breakdown

Grants Paid $19,264
Salaries & Benefits $42,887,620
Fundraising Expenses $0
Program Expenses $96,444,207
Other Expenses $60,115,154
TOTAL EXPENSES $103,022,038

Year-over-Year Comparison

2023 2022 Change
Revenue $141,261,888 $123,555,917 +0.1%
Expenses $103,022,038 $92,256,042 +0.1%
Net Income $38,239,850 $31,299,875 +0.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
15
Independent Members
12
Employees
N/A
Volunteers
29

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$4,303,994
Total Directors
18
$3,171,786
Key Employees
1
$282,465
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRADLEY A CLARK TREASURER 0.50
Officer
$1,431,976 $145,795 $1,577,771
CATHLEEN WHEATLEY CHAIR (FR 7/23/23) 1.00
Officer Director
$0 $33,711 $1,176,364
J MCLAIN WALLACE JR SECRETARY 0.50
Officer
$0 $35,934 $1,019,508
MICHAEL T WAID BOARD MEMBER 2.00
Director
$0 $57,880 $855,814
DEBORAH HARDING BOARD MEMBER 2.00
Director
$0 $72,765 $599,068
JENA FOLGER BOARD MEMBER 2.00
Director
$0 $49,165 $540,540
CHAD BROWN PRESIDENT 20.00
Officer
$475,430 $54,921 $530,351
BARRY WALD FINANCE DIRECTOR 10.00
Key Emp
$0 $36,709 $282,465
LORI KOETHE CHIEF NURSING OFFICER 40.00
Highest
$0 $33,169 $257,503
CHRISTINA MAFFUCCI INTERNAL TEMP NURSE 40.00
Highest
$0 $0 $204,806
CHARLES HARTIS PHARMACIST PRACTICE LEADER 40.00
Highest
$0 $40,220 $197,984
WILL PEARSALL PHARMACY CLINICAL COORDINATOR 40.00
Highest
$0 $33,199 $186,581
SARAH GRIFFIN PHARMACY CLINICAL COORDINATOR 40.00
Highest
$0 $18,703 $161,371
CHARLES L BRANCH JR MD BOARD MEMBER 2.00
Director
$0 $0 $0
CRAIG GREVEN MD BOARD MEMBER 2.00
Director
$0 $0 $0
CYNTHIA EMORY BOARD MEMBER (FR 7/1/23) 2.00
Director
$0 $0 $0
DARRIN HARTNESS BOARD MEMBER (TO 7/11/23) 2.00
Director
$0 $0 $0
DAVID W ZAAS MD BOARD MEMBER (FR 10/1/23) 2.00
Director
$0 $0 $0
KENNETH PEACOCK BOARD MEMBER (TO 10/6/23) 2.00
Director
$0 $0 $0
KENNETH RETHMEIER BOARD MEMBER (TO 7/27/23) 2.00
Director
$0 $0 $0
KEVIN P HIGH MD CHAIR (TO 10/1/23) 1.00
Officer Director
$0 $0 $0
L ANDREW KOMAN MD BOARD MEMBER (TO 7/1/23) 2.00
Director
$0 $0 $0
PHILLIP FULLER BOARD MEMBER 2.00
Director
$0 $0 $0
RUSSELL M HOWERTON MD BOARD MEMBER 0.20
Director
$0 $0 $0
STEPHEN L ROBERTSON BOARD MEMBER (TO 12/31/23) 2.00
Director
$0 $0 $0
TERRY RENEGAR BOARD MEMBER 2.00
Director
$0 $0 $0
WILLIAM JUNKER BOARD MEMBER 2.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $141,261,888 $103,022,038 $235,277,986 $38,239,850
2022 $123,555,917 $92,256,042 $200,496,290 $31,299,875
2021 $58,360,169 $43,663,092 $174,395,184 $14,697,077
2021 $108,391,644 $78,276,203 $161,842,708 $30,115,441
2020 $83,666,061 $67,725,726 $135,525,491 $15,940,335
2019 $86,714,635 $67,553,194 $52,134,000 $19,161,441
2018 $77,025,618 $62,046,144 $43,180,092 $14,979,474
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