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Nonprofiteer
← DUKE ALUMNI ASSOCIATION INC

Form 990 for tax year 2023

Filed by DUKE ALUMNI ASSOCIATION INC.

Totals

Total revenue
$74,625
Total expenses
$4,245
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,171
Investment income
$27,415
Other revenue
$46,039
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$0
Management and general expenses
$4,245
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: ALUMNI COLLEGES

    total $1,171 · related or exempt $1,171

  • 5 · Royalties

    total $46,029 · excluded $46,029

  • 7a · Gross sales of assets other than inventory

    securities $27,415

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $27,415

  • 7d · Net gain or loss

    total $27,415 · excluded $27,415

  • 11d · All other revenue

    total $10 · related or exempt $10

  • 11e · Other revenue, total

    $10

Functional expenses

Part IX, the statement of functional expenses.

  • 24a · Other expenses: MISCELLANEOUS

    total $4,245 · management and general $4,245

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $601,305 · end of year $0

  • 2 · Savings and temporary cash investments

    end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    end of year $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $174,023 · end of year $0

  • 12 · Investments: other securities

    beginning of year $490,317 · end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,265,645 · end of year $0

Mission and programs · 2023

Mission

TO SUPPORT THE ALUMNI ASSOCIATION OF DUKE UNIVERSITY

  • TRAVEL PROGRAM AND ALUMNI COLLEGES - CONDUCTING EDUCATIONAL SEMINARS AND PROGRAMS

    Revenue $1,171

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • David L Kennedy

    DIRECTOR

    Total calculated
    $876,742
    From this org
    $0
    From related orgs
    $802,080
    Other
    $74,662
    Hours/week
    0.1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $744,853 related
    Bonus
    $0 + $34,727 related
    Other
    $0 + $22,500 related
    Deferred
    $0 + $40,376 related
    Nontaxable benefits
    $0 + $36,673 related
    Filer's total
    $0 + $879,129 related

  • Rachel Satterfield

    DIRECTOR/CHAIRMAN

    Total calculated
    $733,163
    From this org
    $0
    From related orgs
    $631,069
    Other
    $102,094
    Hours/week
    0.1 + 40.3 related

    Schedule J breakdown matched by us

    Base
    $0 + $618,481 related
    Bonus
    $0 + $12,588 related
    Other
    $0
    Deferred
    $0 + $40,376 related
    Nontaxable benefits
    $0 + $63,687 related
    Filer's total
    $0 + $735,132 related

  • Scott D Greenwood

    DIRECTOR/INTERIM PRESIDENT/TREASURER

    Total calculated
    $356,143
    From this org
    $0
    From related orgs
    $299,273
    Other
    $56,870
    Hours/week
    0.1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $282,784 related
    Bonus
    $0 + $16,489 related
    Other
    $0
    Deferred
    $0 + $37,678 related
    Nontaxable benefits
    $0 + $20,076 related
    Filer's total
    $0 + $357,027 related

  • Sterly L Wilder

    DIRECTOR/PRESIDENT

    Total calculated
    $551,119
    From this org
    $0
    From related orgs
    $528,452
    Other
    $22,667
    Hours/week
    0.1 + 70 related

    Schedule J breakdown matched by us

    Base
    $0 + $162,401 related
    Bonus
    $0
    Other
    $0 + $366,051 related
    Deferred
    $0 + $19,252 related
    Nontaxable benefits
    $0 + $3,862 related
    Filer's total
    $0 + $551,566 related

  • David S Lindquist

    DIRECTOR/SECRETARY

    Total calculated
    $195,584
    From this org
    $0
    From related orgs
    $148,051
    Other
    $47,533
    Hours/week
    0.1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $147,219 related
    Bonus
    $0 + $832 related
    Other
    $0
    Deferred
    $0 + $18,089 related
    Nontaxable benefits
    $0 + $29,927 related
    Filer's total
    $0 + $196,067 related

  • Vikas J Patel

    DIRECTOR/VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.1 + 40.3 related

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, and on a Form 990-PF Part VIII's — 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

  • 4a · Severance or change-of-control payment

Answered no

  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 4A
STERLY L. WILDER RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $342,140, WHICH IS INCLUDED IN THE AMOUNT REPORTED ON SCHEDULE J, COLUMN B (III). THIS PAYMENT WAS ISSUED BY DUKE UNIVERSITY. (SUPPORTED ORGANIZATION)

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

No itemized grants to organizations on this return.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • BLACKWELL PARTNERS LLC- SERIES A

    N/A · INVESTMENTS · DE

  • LYRICAL BLUE RL PT

    N/A · INVESTMENTS · DE

  • SBER LUCKY STRIKE

    N/A · REAL ESTATE · NC

  • MANGUM II LLC

    N/A · INVESTMENTS · NC

  • LS INVESTOR LLC

    N/A · REAL ESTATE · NC

  • DILWEG BLUE PF LP

    N/A · INVESTMENTS · DE

  • LYRICAL BLUE RL PT IV

    N/A · INVESTMENTS · DE

  • BLACKWELL PARTNERS LLC - SERIES C

    N/A · INVESTMENTS · DE

  • STRATUS SCP II INVESTORS - C LP

    N/A · INVESTMENTS · UK

  • ALTOS HYBRID D LLC

    N/A · INVESTMENTS · DE

  • BLACKWELL PARTNERS LLC - SERIES B -

    N/A · INVESTMENTS · DE

  • BLACKWELL PARTNERS LLC - SERIES D -

    N/A · INVESTMENTS · DE

  • BLACKWELL PARTNERS LLC - SERIES E -

    N/A · INVESTMENTS · DE

  • ALTOS HYBRID 2D LLC

    N/A · INVESTMENTS · DE

  • LYRICAL-BLUE 100 KINGSHIGHWAY PARTNERS LP

    N/A · INVESTMENTS · DE

  • WASHINGTON GOTHIC LP

    N/A · INVESTMENTS · DE

  • DUKE TRIANGLE ENDOSCOPY CENTER LLC

    N/A · HEALTHCARE · NC

  • DWELLWORKS CO-INVESTMENT LLC

    N/A · INVESTMENTS · DE

  • BEP LEGACY 1C LLC

    N/A · INVESTMENTS · DE

  • WELLINGTON TRUST CO NA - CTF OPP FIXED INC ALLOC II POR

    N/A · INVESTMENTS · DE

  • ENIAC SPECIAL DELTA LLC

    N/A · INVESTMENTS · DE

  • STRATUS SCP III INVESTORS - GAMMA LP

    N/A · INVESTMENTS · UK

  • STRATUS SCP COINVESTMENT II - FIP-M

    N/A · INVESTMENTS · BR

  • MANGUM LLC

    N/A · INVESTMENTS · NC

  • CPF HEARTBEAT HEALTH INV A LLC

    N/A · INVESTMENTS · DE

  • CPF TRIAS INVESTMENT II LLC

    N/A · INVESTMENTS · DE

  • THRIVE CAPITAL PARTNERS IV SEGMENT LLC

    N/A · INVESTMENTS · DE

  • MANGUM III LLC - SERIES A

    N/A · INVESTMENTS · DE

  • MANGUM III LLC

    N/A · INVESTMENTS · DE

  • RALLYDAY LF CO-INVESTORS LP

    N/A · INVESTMENTS · DE

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • DUKE CE LS INC

    C · REAL ESTATE · NC

  • DUKE CE (SEA) PRIVATE LIMITED

    C · SUPPORT · SN

  • DUKE CORP EDU INDIA PRIVATE

    C · CONSULTING · IN

  • DUKE CORPORATE EDUCATION LIM

    C · EDUCATION CONSULTING · UK

  • DUKE CORPORATE EDUCATION RSA

    C · CONSULTING · SF

  • DUKE GLOBAL CONSULTING (KUNSHAN)

    C · CONSULTING · CH

  • DUKE MEDICAL STRATEGIES INC

    C · HEALTHCARE · NC

  • DURHAM CASUALTY COMPANY LTD

    C · INSURANCE · BD

  • GOTHIC INTERNATIONAL LTD

    C · INVESTMENTS · CJ

  • MARATHON BLUE CAYMAN FUND

    C · INVESTMENTS · CJ

  • GHI HOLDINGS MAURITIUS

    C · INVESTMENTS · MP

  • GHI ERP LTD

    C · INVESTMENTS · MP

  • GHI HSP LTD

    C · INVESTMENTS · MP

  • GHI JBD LTD

    C · INVESTMENTS · MP

  • GHI LTP LTD

    C · INVESTMENTS · MP

  • MCP PRIVATE CAPITAL (FEEDER) FUND I LP

    C · INVESTMENTS · LU

  • DUKE INDIA SERVICES PRIVATE LIMITED

    C · MEDICAL RESEARCH · IN

  • HEALTH SYSTEM MEDICAL STRATEGIES INC

    C · CONSULTING · NC

  • DUKE GLOBAL GERMANY GMBH

    C · EDUCATION · GM

  • MEDBLUE INCUBATOR INC

    C · CONSULTING · DE

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

  • DUKE UNIVERSITY

    $1,336,025

    Liquidation · TRANSFER OF NET ASSETS · Jun 30, 2024 · 501(C)(3)

Provenance

Return type
form_990
Tax year
2023
Filed
5 May 2025
IRS schema version
2023v6.0
Source object
202531349349300333

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