2026-08-10T11:05:52+00:00 2025-09-30 440160260 FORVIS MAZARS LLP ONE OAK ST SUITE 300 ASHEVILLE NC 28801 990 2024-10-01 566065223 CORNELIA NIXON DAVIS INC CORN 9106867195 1011 PORTERS NECK ROAD WILMINGTON NC 28405 CHARLES LONG CEO 2026-08-10 true AMY BIBBY P00445891 8282542254 2026-08-06 2024 2025-03-06 01:10:19Z THE DAVIS COMMUNITY CHARLES LONG 1011 PORTERS NECK ROAD WILMINGTON NC 28405 43446145 false X WWW.THEDAVISCOMMUNITY.ORG X 1966 NC OUR MISSION IS TO PROVIDE QUALITY HEALTH, REHABILITATION, AND WELLNESS SERVICES TO THE AGED EMPLOYEES. 14 14 470 71 0 2971467 800300 31807294 41946462 302898 14726 463442 628510 35545101 43389998 0 0 0 0 12682283 14991434 0 0 0 26317652 29510729 38999935 44502163 -3454834 -1112165 149540439 145686827 97142800 94294442 52397639 51392385 OUR MISSION IS TO PROVIDE HEALTH, REHABILITATION, AND WELLNESS SERVICES TO AGING ADULTS IN A LOVING CONTINUUM OF CARE ENVIRONMENT IN WHICH EACH RESIDENT LIVES AT AN OPTIMUM LEVEL OF FUNCTION AND DIGNITY. WE STRIVE TO BE THE PLACE WHERE AGING ADULTS CHOOSE TO LIVE AND EMPLOYEES DESIRE TO WORK. false false 37040974 41946462 FOR 50 YEARS, THE DAVIS COMMUNITY HAS PROVIDED PREMIER ASSISTED LIVING AND SKILLED NURSING SERVICES TO AGING ADULTS IN WILMINGTON, NC. THE WELLNESS CENTERS ARE OPEN TO SENIORS FROM WITHIN THE DAVIS AND CAMBRIDGE VILLAGE COMMUNITIES AND ALSO THE GENERAL PUBLIC. THE CENTERS PROVIDE OUTPATIENT REHABILITATION SERVICES AS WELL AS A FULLY FUNCTIONAL FITNESS FACILITY. MEMBERSHIP TO THE FITNESS FACILITY INCLUDES ACCESS TO A HEATED SALTWATER POOL, WEIGHTS AND CARDIO EXERCISE ROOMS, EXERCISE CLASSES, AND SEMINARS DESIGNED TO MEET THE HEALTH AND FITNESS NEEDS OF SENIORS. 37040974 true true false false false false false false false false true false false false true true true false false false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false false false true 53 0 true 470 true false false false false false false false false false false false false X 14 14 false false false false false false false true true false false false false true true true true false true true false false X THE ORGANIZATION 9106867195 1011 PORTERS NECK ROAD WILMINGTON NC 28405 FRANKLIN HAMILTON CHAIRMAN 2.0 X X 0 0 0 REID MURCHISON VICE CHAIRMAN 2.0 X X 0 0 0 WILLIAM TAYLOR SECRETARY/TREASURER 2.0 X X 0 0 0 BILL RANEY BOARD MEMBER 2.0 X 0 0 0 DELORIS RHODES BOARD MEMBER 2.0 X 0 0 0 DR BETSY VON BIBERSTEIN BOARD MEMBER 2.0 X 0 0 0 DR EDWARD WILLIAM WHITESIDES BOARD MEMBER 2.0 X 0 0 0 ERICKA HALL BOARD MEMBER 2.0 X 0 0 0 REBECCA DEAN WELKER BOARD MEMBER 2.0 X 0 0 0 REV RUDY SHEPARD BOARD MEMBER 2.0 X 0 0 0 SAM ROSE BOARD MEMBER 2.0 X 0 0 0 STACY ANKRUM BOARD MEMBER 2.0 X 0 0 0 WILLIAM OJ LYNCH BOARD MEMBER 2.0 X 0 0 0 WILLIAM WALLACE SCHOTTELKOTTE BOARD MEMBER 2.0 X 0 0 0 CHARLES A LONG CEO 40.0 X 254274 0 1031 JOANNA BIEHL COO 40.0 X 38050 0 1200 MARY P CLEMENTS CFO 40.0 X 64939 0 504 CYNTHIA L EDGELL RN COMPLIANCE 40.0 X 105263 0 6699 JAMES AUTRY SALES DIRECTOR 40.0 X 101698 0 1031 JENNIFER M SOTELO RN MANAGER 40.0 X 125247 0 1031 LEILANI CAPONE ADMINISTRATOR 40.0 X 135996 0 4466 MARSHA TAYLOR IL DIRECTOR 40.0 X 112429 0 6699 937896 0 22661 8 false true false UNIDINE CORP PO BOX 102289 ATLANTA GA 30368 FOOD SERVICE 3945868 MONTEITH CONSTRUCTION CORP 208 PRINCESS ST WILMINGTON NC 28401 CONSTRUCTION 2138101 FUNCTIONAL PATHWAYS OF TENNESSEE LLC 10133 SHERRIL BLVD SUITE 200 KNOXVILLE TN 37932 THERAPY SERVICE 1894995 ALLIANCE ONE LLC PO BOX 152 BRATTLEBORO VT 05301 STAFFING 1292848 NURSESELECT STAFFING AGENCY LLC PO BOX 690954 CHARLOTTE NC 28227 NURSE STAFFING 635358 27 800300 800300 RESIDENT SERVICE REVENUE 623000 40839191 40839191 PERSONAL CARE 623000 1107271 1107271 0 0 0 0 41946462 43899 43899 84435 26974 57461 0 57461 57461 29173 0 -29173 -29173 -29173 MISCELLANEOUS 900099 502739 502739 EMPLOYEE MEALS 900099 63742 63742 CREDIT CARD REWARDS 900099 4568 4568 0 0 0 0 571049 43389998 41946462 0 643236 X 679273 679273 11331831 11331831 34376 33006 1370 2059541 1977467 82074 886413 851089 35324 154513 154513 84210 84210 9924630 9924630 0 0 637808 637808 740884 680719 60165 601422 8440 592982 1911581 1911581 20715 20715 3305892 3305892 5089973 5089973 1827158 1827158 BAD DEBT 1711816 1711816 REPAIRS & MAINTENANCE 1425307 1425307 SUPPLIES 1394913 1394913 BED TAX ASSESSMENT 408369 408369 271538 271118 420 0 44502163 37040974 7461189 0 4553360 4391258 8597702 7801079 3359855 3879584 0 0 0 0 227538 229015 764130 577281 165333715 38365891 129570043 126967824 0 0 201862 196894 2265949 1643892 149540439 145686827 3012073 3990613 168417 97346 84517101 63835939 0 0 7889730 25062134 1555479 1308410 97142800 94294442 X 52342056 51336802 55583 55583 52397639 51392385 149540439 145686827 -1112165 106911 0 X X false true true true true X 8624400 800588 803881 2971467 800300 14000636 26728715 27663139 30670723 31807294 41946462 158816333 0 0 0 35353115 28463727 31474604 34778761 42746762 172816969 800775 800000 800000 2945230 800000 6146005 0 0 0 0 0 0 800775 800000 800000 2945230 800000 6146005 166670964 70872 86695 483547 376244 128334 1145692 0 70872 86695 483547 376244 128334 1145692 0 302503 62468 66496 472906 571049 1475422 35726490 28612890 32024647 35627911 43446145 175438083 0.95003 0.92815 0.01 0.01 X SCHEDULE A, PART III, LINE 12 OTHER INCOME DESCRIPTION - OTHER INCOME, COLUMN A - 302503.0, COLUMN B - 62468.0, COLUMN C - 66496.0, COLUMN D - 472906.0, COLUMN E - 571049.0, COLUMN F - 1475422.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6418678 6418678 145195043 35332653 109862390 12464705 3033238 9431467 1255289 1255289 126967824 FEDERAL INCOME TAXES CAPITAL LEASE LIABILITY 1264781 WORKERS COMP CLAIMS 43629 1308410 X 41812067 106911 -1684842 -1577931 43389998 0 0 43389998 42817321 -1684842 -1684842 44502163 0 0 44502163 SCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) FOOTNOTE THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). NEW HANOVER COUNTY EXEMPTS THE CONTIGUOUS PARCEL OF THE COMMUNITY FROM PROPERTY TAX. THE COMMUNITY IS SUBJECT TO PROPERTY TAXES FOR THE UNDEVELOPED PARCEL. THE ORGANIZATION FILES AS A TAX-EXEMPT ORGANIZATION. MANAGEMENT IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THE TAX-EXEMPT STATUS OF THE ORGANIZATION. MANAGEMENT IS NOT AWARE OF ANY SIGNIFICANT ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES FOR THE ORGANIZATION. THE ORGANIZATION FOLLOWS GUIDANCE IN THE INCOME TAX STANDARD REGARDING RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE HAS HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF SEPTEMBER 30, 2025 OR 2024. SCHEDULE D, PART XI, LINE 2(D) OTHER REVENUES IN AUDITED FINANCIAL STATEMENTS NOT IN FORM 990 RENTAL EXPENSE - 26974 BAD DEBT EXPENSE - -1711816 SCHEDULE D, PART XII, LINE 2(D) OTHER EXPENSES IN AUDITED FINANCIAL STATEMENTS NOT IN FORM 990 RENTAL EXPENSE - 26974 BAD DEBT EXPENSE - -1711816 X X X X X false false false false false false false false false CHARLES A LONG CEO 208399 0 45875 0 0 0 0 0 1031 0 255305 0 0 0 A PUBLIC FINANCE AUTHORITY 273866124 2021-04-07 65000000 SERIES 2021 ISSUED TO FINANCE CONSTRUCTION false false false A 2723342 65000000 490000 64510000 true false true true A false false false false false false 0 0 0.0 false false 0 false true A false true false false true false 0 false false false 0 false false true A false FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY THE EXECUTIVE DIRECTOR AND FINANCE ADMINISTRATOR REVIEW THE FORM 990 PRIOR TO ISSUANCE. FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY IN THE COURSE OF MEETINGS OR ACTIVITIES, EACH DIRECTOR WILL DISCLOSE ANY INTEREST IN A TRANSACTION OR DECISION WHERE THE DIRECTOR (INCLUDING THE DIRECTOR'S BUSINESS OR OTHER NON-PROFIT AFFILIATION), THE DIRECTOR'S FAMILIY AND/OR SIGNIFICANT OTHER, EMPLOYER, OR CLOSE ASSOCIATES WILL RECEIVE A BENEFIT OR GAIN. AFTER DISCLOSURE, THE DIRECTOR WILL BE ASKED TO LEAVE THE ROOM FOR THE DISCUSSION AND NOT BE PERMITTED TO VOTE ON THE QUESTION. FORM 990, PART VI, LINE 15A PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL ANNUALLY, THE COMPENSATION COMMITTEE REVIEWS THE EXECUTIVE DIRECTOR'S PERFORMANCE AND COMPARES HIS COMPENSATION TO SIMILAR NON-PROFITS BY REVIEWING 990 FORMS. THE COMPENSATION COMMITTEE IS COMPRISED ENTIRELY OF BOARD MEMBERS. THE FINANCE COMMITTEE REVIEWS THE PROPOSED SALARIES OF ALL ADMINISTRATORS DURING ANNUAL BUDGET APPROVAL EACH YEAR, THE NEED FOR A WAGE COMPARABILITY STUDY IS EVALUATED AND A CONSULTANT IS HIRED AS NECESSARY. ADDITIONALLY, THE HR DIRECTOR USES A PRINTED PUBLICATION ABOUT CCRC COMPENSATION TO REVIEW INDIVIDUAL SALARIES FOR COMPENSATION TO INDUSTRY AVERAGES. FORM 990, PART VI, LINE 15B PROCESS TO ESTABLISH COMPENSATION OF OTHER EMPLOYEES ANNUALLY, THE COMPENSATION COMMITTEE REVIEWS THE EXECUTIVE DIRECTOR'S PERFORMANCE AND COMPARES HIS COMPENSATION TO SIMILAR NON-PROFITS BY REVIEWING 990 FORMS. THE COMPENSATION COMMITTEE IS COMPRISED ENTIRELY OF BOARD MEMBERS. THE FINANCE COMMITTEE REVIEWS THE PROPOSED SALARIES OF ALL ADMINISTRATORS DURING ANNUAL BUDGET APPROVAL EACH YEAR, THE NEED FOR A WAGE COMPARABILITY STUDY IS EVALUATED AND A CONSULTANT IS HIRED AS NECESSARY. ADDITIONALLY, THE HR DIRECTOR USES A PRINTED PUBLICATION ABOUT CCRC COMPENSATION TO REVIEW INDIVIDUAL SALARIES FOR COMPENSATION TO INDUSTRY AVERAGES. FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES OTHER PROFESSIONAL FEES - TOTAL EXPENSE: 1128789, PROGRAM SERVICE EXPENSE: 1128789, MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; CONTRACT LABOR - TOTAL EXPENSE: 4301702, PROGRAM SERVICE EXPENSE: 4301702, MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; DIETARY MANAGEMENT - TOTAL EXPENSE: 4494139, PROGRAM SERVICE EXPENSE: 4494139, MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; FORM 990, PART XII, LINE 2C CHANGE OF OVERSIGHT PROCESS OR SELECTION PROCESS NO CHANGE FROM PRIOR YEAR