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Nonprofiteer
← DUKE UNIVERSITY HEALTH SYSTEM INC

Form 990 for tax year 2022

Filed by DUKE UNIVERSITY HEALTH SYSTEM INC.

Totals

Total revenue
$4,672,834,668
Total expenses
$4,623,216,546
Contributions and grants received
$17,395,022
Grants paid
$2,054,288
Program services expenses (Part IX)
$3,842,016,118
Management and general expenses
$780,914,526
Fundraising expenses
$285,902
Program service expenses (Part III)
$3,842,016,118

Program services were 83.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • A EUGENE WASHINGTON MD

    DIRECTOR/PRESIDENT

    Total calculated
    $3,193,603
    From this org
    $0
    From related orgs
    $3,142,252
    Other
    $51,351
    Hours/week
    33 + 33.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,574,285 related
    Bonus
    $0 + $1,547,467 related
    Other
    $0 + $20,500 related
    Deferred
    $0 + $37,164 related
    Nontaxable benefits
    $0 + $19,338 related
    Filer's total
    $0 + $3,198,754 related

  • VINCENT E PRICE

    DIRECTOR

    Total calculated
    $1,806,377
    From this org
    $0
    From related orgs
    $1,751,192
    Other
    $55,185
    Hours/week
    3 + 48.3 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,730,692 related
    Bonus
    $0
    Other
    $0 + $20,500 related
    Deferred
    $0 + $37,164 related
    Nontaxable benefits
    $0 + $23,691 related
    Filer's total
    $0 + $1,812,047 related

  • MARY E KLOTMAN MD

    DIRECTOR

    Total calculated
    $1,287,454
    From this org
    $0
    From related orgs
    $1,235,581
    Other
    $51,873
    Hours/week
    11 + 44.3 related

    Schedule J breakdown matched by us

    Base
    $0 + $811,689 related
    Bonus
    $0 + $403,392 related
    Other
    $0 + $20,500 related
    Deferred
    $0 + $37,164 related
    Nontaxable benefits
    $0 + $17,328 related
    Filer's total
    $0 + $1,290,073 related

  • ERIK PAULSON

    DIRECTOR

    Total calculated
    $517,519
    From this org
    $0
    From related orgs
    $456,004
    Other
    $61,515
    Hours/week
    1 + 61 related

    Schedule J breakdown matched by us

    Base
    $0 + $363,084 related
    Bonus
    $0 + $72,420 related
    Other
    $0 + $20,500 related
    Deferred
    $0 + $37,164 related
    Nontaxable benefits
    $0 + $25,508 related
    Filer's total
    $0 + $518,676 related

  • LESLIE E BAINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • GAIL BELVETT MD DDS

    DIRECTOR

    Total calculated
    $990
    From this org
    $990
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • DENISE BENNETT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • GERALD HASSELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • WILLIAM HAWKINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 6 related

  • ROSEMARY JACKSON MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • FEDERICO MANON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CARMICHAEL S ROBERTS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2.1 related

  • NANCY M SCHLICHTING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • LAURENE SPERLING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    8 + 6.1 related

  • SUSAN M STALNECKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 0.1 related

  • MOIRA RYNN MD

    DIRECTOR

    Total calculated
    $538,652
    From this org
    $0
    From related orgs
    $483,799
    Other
    $54,853
    Hours/week
    2 + 40.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $432,006 related
    Bonus
    $0 + $51,793 related
    Other
    $0
    Deferred
    $0 + $37,164 related
    Nontaxable benefits
    $0 + $19,054 related
    Filer's total
    $0 + $540,017 related

  • G RICHARD WAGONER JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JIM WHITEHURST

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN P MORDACH

    SVP, CFO, PART YEAR TREASURER

    Total calculated
    $1,649,144
    From this org
    $1,582,991
    From related orgs
    $0
    Other
    $66,153
    Hours/week
    40 + 0.6 related

    Schedule J breakdown matched by us

    Base
    $890,430
    Bonus
    $672,061
    Other
    $20,500
    Deferred
    $37,164
    Nontaxable benefits
    $31,870
    Filer's total
    $1,652,025

  • THOMAS A OWENS MD

    EXECUTIVE VICE PRESIDENT, DUHS

    Total calculated
    $1,491,698
    From this org
    $1,441,308
    From related orgs
    $0
    Other
    $50,390
    Hours/week
    61 + 0.7 related

    Schedule J breakdown matched by us

    Base
    $855,279
    Bonus
    $505,470
    Other
    $80,559
    Deferred
    $37,164
    Nontaxable benefits
    $15,990
    Filer's total
    $1,494,462

  • ROBERT N WILLIS

    VP FINANCE/CONTROLLER/CAO/INTERIM TREASURER

    Total calculated
    $738,253
    From this org
    $684,760
    From related orgs
    $0
    Other
    $53,493
    Hours/week
    50 + 0.7 related

    Schedule J breakdown matched by us

    Base
    $447,603
    Bonus
    $216,657
    Other
    $20,500
    Deferred
    $37,164
    Nontaxable benefits
    $17,739
    Filer's total
    $739,663

  • MONTE D BROWN MD

    VP FOR ADMINISTRATION/SECRETARY

    Total calculated
    $836,779
    From this org
    $781,615
    From related orgs
    $0
    Other
    $55,164
    Hours/week
    60 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $445,237
    Bonus
    $304,240
    Other
    $32,138
    Deferred
    $37,164
    Nontaxable benefits
    $19,403
    Filer's total
    $838,182

  • CRAIG T ALBANESE MD

    CEO

    Total calculated
    $1,460,941
    From this org
    $1,407,490
    From related orgs
    $0
    Other
    $53,451
    Hours/week
    60 + 0.7 related

    Schedule J breakdown matched by us

    Base
    $1,123,435
    Bonus
    $263,555
    Other
    $20,500
    Deferred
    $37,164
    Nontaxable benefits
    $19,941
    Filer's total
    $1,464,595

  • KATHLEEN GALBRAITH

    PART YEAR PRESIDENT, DUKE REGIONAL HOSPITAL

    Total calculated
    $720,916
    From this org
    $619,168
    From related orgs
    $0
    Other
    $101,748
    Hours/week
    60 + 2 related

    Schedule J breakdown matched by us

    Base
    $354,308
    Bonus
    $249,860
    Other
    $15,000
    Deferred
    $37,164
    Nontaxable benefits
    $65,700
    Filer's total
    $722,032

  • MARY K MARTIN

    CHIEF OPERATING OFFICER, DUH

    Total calculated
    $745,792
    From this org
    $679,639
    From related orgs
    $0
    Other
    $66,153
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $506,635
    Bonus
    $173,004
    Other
    $0
    Deferred
    $37,164
    Nontaxable benefits
    $30,617
    Filer's total
    $747,420

  • MARY ANN FUCHS

    VP PATIENT CARE/CHIEF NURSING OFFICER

    Total calculated
    $669,972
    From this org
    $625,223
    From related orgs
    $0
    Other
    $44,749
    Hours/week
    50 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $423,366
    Bonus
    $201,857
    Other
    $0
    Deferred
    $37,164
    Nontaxable benefits
    $8,915
    Filer's total
    $671,302

  • BARBARA M GRIFFITH MD

    PRESIDENT, DUKE RALEIGH HOSPITAL

    Total calculated
    $674,704
    From this org
    $612,137
    From related orgs
    $0
    Other
    $62,567
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $498,612
    Bonus
    $113,333
    Other
    $192
    Deferred
    $36,474
    Nontaxable benefits
    $27,673
    Filer's total
    $676,284

  • DEVDUTTA SANGVAI MD

    PART YEAR PRESIDENT, DUKE REGIONAL HOSPITAL

    Total calculated
    $660,267
    From this org
    $539,272
    From related orgs
    $8,564
    Other
    $112,431
    Hours/week
    40 + 0.2 related

    Schedule J breakdown matched by us

    Base
    $375,724 + $8,564 related
    Bonus
    $163,548
    Other
    $0
    Deferred
    $36,552
    Nontaxable benefits
    $77,085
    Filer's total
    $652,909 + $8,564 related

  • RICHARD PATRICK SHANNON

    CHIEF QUALITY OFFICER

    Total calculated
    $1,046,806
    From this org
    $991,774
    From related orgs
    $0
    Other
    $55,032
    Hours/week
    40 + 0.2 related

    Schedule J breakdown matched by us

    Base
    $709,932
    Bonus
    $261,342
    Other
    $20,500
    Deferred
    $37,164
    Nontaxable benefits
    $24,508
    Filer's total
    $1,053,446

  • JEFFREY M FERRANTI

    SENIOR VP/CHIEF DIGITAL OFFICER

    Total calculated
    $1,241,510
    From this org
    $1,047,207
    From related orgs
    $129,186
    Other
    $65,117
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $579,609 + $93,942 related
    Bonus
    $447,098 + $35,244 related
    Other
    $20,500
    Deferred
    $37,164
    Nontaxable benefits
    $30,135
    Filer's total
    $1,114,506 + $129,186 related

  • KEITH STOVER

    VP FINANCE/COO, PRMO

    Total calculated
    $776,907
    From this org
    $715,086
    From related orgs
    $0
    Other
    $61,821
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $474,434
    Bonus
    $220,075
    Other
    $20,577
    Deferred
    $37,164
    Nontaxable benefits
    $26,178
    Filer's total
    $778,428

  • RHONDA BRANDON

    CHIEF HR OFFICER

    Total calculated
    $886,727
    From this org
    $822,395
    From related orgs
    $0
    Other
    $64,332
    Hours/week
    50 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $521,551
    Bonus
    $280,344
    Other
    $20,500
    Deferred
    $37,164
    Nontaxable benefits
    $28,824
    Filer's total
    $888,383

  • JOHN SMITH

    VP FINANCE

    Total calculated
    $700,653
    From this org
    $649,908
    From related orgs
    $0
    Other
    $50,745
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $387,894
    Bonus
    $241,514
    Other
    $20,500
    Deferred
    $37,164
    Nontaxable benefits
    $14,793
    Filer's total
    $701,865

  • WILLIAM J FULKERSON MD

    FORMER OFFICER

    Total calculated
    $1,806,975
    From this org
    $0
    From related orgs
    $1,763,663
    Other
    $43,312
    Hours/week
    0 + 56 related

    Schedule J breakdown matched by us

    Base
    $0 + $952,651 related
    Bonus
    $0 + $730,131 related
    Other
    $0 + $80,881 related
    Deferred
    $0 + $37,164 related
    Nontaxable benefits
    $0 + $9,235 related
    Filer's total
    $0 + $1,810,062 related

  • LEIGH BLEECKER

    FORMER KEY EMPLOYEE

    Total calculated
    $454,690
    From this org
    $405,081
    From related orgs
    $0
    Other
    $49,609
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $246,661
    Bonus
    $158,279
    Other
    $141
    Deferred
    $37,028
    Nontaxable benefits
    $13,324
    Filer's total
    $455,433

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
CRAIG T. ALBANESE, MD USED FIRST CLASS OR CHARTER TRAVEL SERVICES. SUCH TRAVEL WAS FOR BUSINESS PURPOSES AND NOT INCLUDED IN TAXABLE INCOME. BARBARA M GRIFFITH MD, KEITH STOVER, PRISCILLA RAMSEUR AND LEIGH BLEECKER RECEIVED A BENEFIT THAT WAS GROSSED UP TO COMPENSATE FOR WITHHOLDING OF TAXES.
SCHEDULE J, PART I, LINE 7
NON-FIXED PAYMENTS: DUHS MAINTAINS AN EXECUTIVE INCENTIVE COMPENSATION PLAN. PAYMENTS UNDER THE PLAN ARE BASED ON PRE-ESTABLISHED PERFORMANCE METRICS AND A FIXED CALCULATION METHODOLOGY APPROVED BY THE DUHS COMPENSATION COMMITTEE WITH ASSISTANCE AND INPUT FROM AN EXECUTIVE COMPENSATION CONSULTING FIRM ASSURING COMPARABILITY WITH SIMILAR SYSTEMS. THE PLAN ALLOWS FOR A MODIFICATION TO AN INDIVIDUAL'S INCENTIVE PAYMENT BASED ON LEADERSHIP COMPETENCIES AND OTHER FACTORS WITH PAYOUTS (AND MODIFICATIONS, IF ANY) APPROVED BY THE DUHS COMPENSATION COMMITTEE.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
3 April 2024
IRS schema version
2022v5.0
Source object
202401369349301020

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.