DAVIE COMMUNITY FOUNDATION INC

EIN: 581850531 501(c)(3) Philanthropy & Grantmaking

MOCKSVILLE, NC

Total Revenue
$4,137,851
Total Expenses
$2,499,692
Total Assets
$36,840,698
Net Assets
$36,825,544
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1988
Legal Domicile
NC
Principal Officer
WESLEY SHARPE
Phone
3367536903
Tax Period
2025-01-01 to 2025-12-31

DAVIE COMMUNITY FOUNDATION INC, founded in 1988, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.1M in total revenue in fiscal year 2025. Revenue fell 56% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.6M, a strong 40% operating margin.

Mission

DAVIE COMMUNITY FOUNDATION, INC.'S MISSION IS TO PROMOTE PHILANTHROPY IN THE COMMUNITY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $2,649,201
Program Service Revenue $0
Investment Income $1,491,646
Other Revenue $-2,996
TOTAL REVENUE $4,137,851

Expense Breakdown

Grants Paid $1,740,417
Salaries & Benefits $473,981
Fundraising Expenses $99,800
Program Expenses $1,960,784
Other Expenses $285,294
TOTAL EXPENSES $2,499,692

Year-over-Year Comparison

2025 2024 Change
Revenue $4,137,851 $9,423,688 -0.6%
Expenses $2,499,692 $1,973,942 +0.3%
Net Income $1,638,159 $7,449,746 -0.8%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
13
Independent Members
12
Employees
6
Volunteers
55

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
6
$212,852
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRIAN NICOLAY CHAIR 1.00
Officer Director
$0 $0 $0
MIKE MORTON VICE CHAIR 1.00
Officer Director
$0 $0 $0
DAVIN BROWN SECRETARY 1.00
Officer Director
$0 $0 $0
TAMMY FLEMING TREASURER 1.00
Officer Director
$0 $0 $0
DR PAUL MIGHION BOARD DIRECTOR 1.00
Director
$0 $0 $0
JENNIFER CUSTER BOARD DIRECTOR 1.00
Director
$0 $0 $0
KRISTEN HILL BOARD DIRECTOR 1.00
Director
$0 $0 $0
JOHNSIE STRAND BOARD DIRECTOR 1.00
Director
$0 $0 $0
TIMOTHY MOORE BOARD DIRECTOR 1.00
Director
$0 $0 $0
ELIZABETH SEYMOUR BOARD DIRECTOR 1.00
Director
$0 $0 $0
KERRY TATUM BOARD DIRECTOR 1.00
Director
$0 $0 $0
ALLEN TODD BAILEY BOARD DIRECTOR 1.00
Director
$0 $0 $0
JANE SIMPSON OUTGOING PRESIDENT AND CEO 40.00
Officer
$121,500 $6,769 $128,269
WESLEY SHARPE PRESIDENT AND CEO 40.00
Officer
$79,333 $5,250 $84,583
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
2025 $4,137,851 $2,499,692 $36,840,698 $1,638,159
2024 No data No data No data No data
2023 $5,230,605 $1,714,342 $25,376,363 $3,516,263
2022 $-2,560,400 $1,687,123 $21,860,000 $-4,247,523
2021 $6,571,084 $1,651,810 $26,106,487 $4,919,274
2020 $4,899,267 $1,894,057 $20,906,619 $3,005,210
2019 $7,638,838 $1,355,350 $17,901,522 $6,283,488
2018 $594,560 $956,584 $11,659,606 $-362,024
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