Short-term acute care hospital · Lenoir, North Carolina · 137 beds · CMS certification number 340041
UNC Health Caldwell
Its Medicare cost reports, read cell by cell. Latest filing: fiscal year ended June 30, 2025, amended, stamped by CMS September 29, 2026. 30 years on file, every one shown below. Also on the 340B covered-entity register.
Fiscal 2025 at a glance
What stands out
- Net patient revenue rose from $30.5M in its first year on file (1996) to $205.4M in 2025.
- Its result from patient care: −$2.6M (2023), −$1.8M (2024), $15.5M (2025).
- 3 of the 5 short-term acute care hospital peers below with a margin on file also report a gain on patient care for fiscal year 2025.
- Medicaid paid for 1.3% of its inpatient days and Medicare for 16.2%.
- UNIVERSITY OF NORTH CAROLINA HEALTH CARE SYSTEM holds 100% of it, on its Medicare enrollment.
Every statement is drawn from figures on this page; nothing is estimated.
30 years of filings
Net patient revenue against operating expenses, each year as filed.
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Beside its peers
Short-term acute care hospitals in North Carolina with 100 to 199 beds, each on fiscal year 2025.
| Hospital | Beds | Net patient revenue | Operating expenses | Margin |
|---|---|---|---|---|
| UNC Health Caldwell | 137 | $205,381,534 | $189,869,759 | 7.5% |
| Randolph Health, Asheboro | 145 | $103,745,838 | $129,159,422 | −24.5% |
| Atrium Health University City, Charlotte | 150 | $440,753,955 | $278,952,126 | 36.7% |
| Central Carolina Hospital, Sanford | 127 | $85,272,646 | $92,214,916 | −8.1% |
| Presbyterian Hospital Huntersville, Huntersville | 135 | $332,829,995 | $223,480,440 | 32.9% |
| Novant Health Matthews Medical Center, Matthews | 153 | $332,145,539 | $289,958,679 | 12.7% |
Patients and payers
- Discharges
- 4,250S-3 line 14, col 15
- Inpatient days
- 25,840S-3 line 14, col 8
- Beds in use, on an average day
- 71.0days ÷ days in year
- Occupancy
- 51.7%days ÷ bed days
- Medicare share of days
- 16.2%S-3 cols 6 ÷ 8
- Medicaid share of days
- 1.3%S-3 cols 7 ÷ 8
Who owns it
- UNIVERSITY OF NORTH CAROLINA HEALTH CARE SYSTEM100%
Related organizations on its own cost report: CALDWELL MEMORI, hospital.
Other hospitals with the same owner: UNC Health Wayne (NC), UNC Health Lenoir (NC), Onslow Memorial Hospital (NC), UNC Health Southeastern (NC), Watauga Medical Center (NC), UNC Rockingham Hospital (NC), UNC Hospitals (NC), UNC Health Blue Ridge (NC), UNC Health Johnston (NC), Rex Hospital, UNC Rex Hospital (NC), UNC Health Nash (NC), Chatham Hospital (NC).
Type of control on its cost report: governmental, other.
Owners of 5% or more, from CMS’s hospital ownership file (Medicare enrollment, October 1, 2026).
Community benefit, as filed
From IRS Form 990 Schedule H, Part I, filed by Caldwell Memorial Hospital Inc (employer identification number 560554202) for tax year 2022. The return lists this hospital as its one hospital facility.
| Figure | As filed | Where it comes from |
|---|---|---|
| Total community benefit expense (line 7k) | $8,103,809 | IRS Form 990 Schedule H, Part I, <TotalCommunityBenefitsGrp><NetCommunityBenefitExpnsAmt> |
| Financial assistance at cost (line 7a) | $7,441,225 | IRS Form 990 Schedule H, Part I, <FinancialAssistanceAtCostTyp><NetCommunityBenefitExpnsAmt> |
| Medicaid (line 7b) | $0 | IRS Form 990 Schedule H, Part I, <UnreimbursedMedicaidGrp><NetCommunityBenefitExpnsAmt> |
| Financial assistance and means-tested government programs (line 7d) | $7,441,225 | IRS Form 990 Schedule H, Part I, <TotalFinancialAssistanceTyp><NetCommunityBenefitExpnsAmt> |
| Other benefits (line 7j) | $662,584 | IRS Form 990 Schedule H, Part I, <TotalOtherBenefitsGrp><NetCommunityBenefitExpnsAmt> |
| Total, fraction of total expense (line 7k, column f) | 0.0475 | IRS Form 990 Schedule H, Part I, <TotalCommunityBenefitsGrp><TotalExpensePct> |
E-file object id 202411139349301141. The IRS archive it was read from.
Executive and director compensation, as filed
From IRS Form 990 Part VII, Section A, filed by Caldwell Memorial Hospital Inc (employer identification number 560554202) for tax year 2022. The return lists this hospital as its one hospital facility.
| Name | Title | Role | Reportable comp, from this organization | Reportable comp, from related organizations | Other compensation |
|---|---|---|---|---|---|
| ALAN STILES | DIRECTOR | Trustee/director | $0 | $445,654 | $20,738 |
| ALLISON L CHARLES | VP PHYSICIAN SERVICES | Key employee | $203,895 | $0 | $22,833 |
| BOB FLOYD | DIRECTOR | Trustee/director | $0 | $0 | $0 |
| CRYSTAL THOMAS | DIRECTOR | Trustee/director | $0 | $0 | $0 |
| DAVID A LOWRY MD | CMO | Officer | $484,117 | $0 | $38,574 |
| DAVID SMITH | DIRECTOR/VICE CHAIRMAN | Trustee/director, Officer | $0 | $0 | $0 |
| DIANA MCCLINTON MD | DIRECTOR | Trustee/director | $0 | $0 | $0 |
| DONITA M DAMRON | VP PHYSICIAN SERVICES | Key employee | $239,158 | $0 | $25,229 |
| DOUGLAS JOHNSON | DIRECTOR | Trustee/director | $0 | $0 | $0 |
| HEATHER P FOSS | CAO | Officer | $177,353 | $0 | $22,500 |
| JAMES HATHORN | MEDICAL PRACTICE PHYSICIAN | Highest-compensated employee | $1,118,930 | $0 | $17,847 |
| JANET AIKEN | DIRECTOR | Trustee/director | $0 | $0 | $0 |
| JEFFEY KEVERLINE MD | DIRECTOR | Trustee/director | $0 | $0 | $0 |
| JENYUNG CHIU | MEDICAL PRACTICE PHYSICIAN | Highest-compensated employee | $1,040,368 | $0 | $37,268 |
| JERRELL E SUDDRETH | CNO | Officer | $130,013 | $0 | $27,418 |
| JERRY CHURCH | DIRECTOR/SECRETARY & TREASURER | Trustee/director, Officer | $0 | $0 | $0 |
| JOHN POWELL MD | DIRECTOR | Trustee/director | $304,800 | $0 | $33,276 |
| JOSEPH GIBBONS | DIRECTOR/CHAIRMAN | Trustee/director, Officer | $0 | $0 | $0 |
| JUSTIN WALKER | MEDICAL PRACTICE PHYSICIAN | Highest-compensated employee | $768,977 | $0 | $35,324 |
| KAREN SHADOWENS | CFO | Officer | $0 | $289,555 | $23,394 |
| KEVIN MCDOUGALL | DIRECTOR | Trustee/director | $0 | $0 | $0 |
| LAURA J EASTON | PRESIDENT & CEO | Trustee/director, Officer | $495,035 | $0 | $38,184 |
| MARK POARCH MD | DIRECTOR | Trustee/director | $0 | $0 | $0 |
| MICHAEL BUNCH | FORMER CFO | Former | $0 | $414,781 | $96,968 |
| MURIEL GAITHER | DIRECTOR | Trustee/director | $0 | $0 | $0 |
| RALPH DUCKETT | MEDICAL PRACTICE PHYSICIAN | Highest-compensated employee | $653,345 | $0 | $26,200 |
| RANDAL BAST | MEDICAL PRACTICE PHYSICIAN | Highest-compensated employee | $579,049 | $0 | $37,751 |
| REBECCA T SMITH | COO | Officer | $353,782 | $0 | $10,565 |
| TAMMY SCARBOROUGH | DIRECTOR | Trustee/director | $0 | $467,873 | $142,817 |
| TERRY HUNT | DIRECTOR | Trustee/director | $0 | $0 | $0 |
| WILLIAM HOWARD III | DIRECTOR | Trustee/director | $0 | $0 | $0 |
| ZACHARY KIMBALL MD | DIRECTOR | Trustee/director | $0 | $0 | $0 |
E-file object id 202411139349301141. The IRS archive it was read from.
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Figures: CMS Healthcare Cost Report Information System, file HOSP10FY2024.ZIP, form CMS-2552-10, filed under CMS certification number 340041. Patients and payers: worksheet S-3 Part I of the same filing. Ownership: CMS Hospital All Owners and Hospital Enrollments.
How this page was built: the CMS Medicare cost report, file HOSP10FY2024.ZIP, read September 29, 2026.