Skip to content
Nonprofiteer
← DUKE UNIVERSITY

Form 990 for tax year 2022

Filed by DUKE UNIVERSITY.

Totals

Total revenue
$3,747,197,275
Total expenses
$3,840,261,811
Contributions and grants received
$1,964,557,359
Grants paid
$438,172,420
Program services expenses (Part IX)
$3,417,286,192
Management and general expenses
$340,831,201
Fundraising expenses
$82,144,418
Program service expenses (Part III)
$3,417,286,192

Program services were 89.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • VINCENT E PRICE

    PRESIDENT/TRUSTEE

    Total calculated
    $1,806,377
    From this org
    $1,751,192
    From related orgs
    $0
    Other
    $55,185
    Hours/week
    48 + 3.3 related

    Schedule J breakdown matched by us

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

  • DOHA ALI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MARY T BARRA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MICHAEL J BINGLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • LISA M BORDERS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • TIMOTHY D COOK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • EDDY H CUE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • NANCY-ANN DEPARLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • XIQING GAO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • EDWARD A GILHULY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4 + 2 related

  • MYCHAL D HARRISON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 0.1 related

  • GERALD HASSELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4 + 2 related

  • WILLIAM HAWKINS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6 + 4 related

  • GRANT H HILL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • BETSY D HOLDEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • KATHRYN A HOLLISTER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • WILLIAM G KAELIN JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • KAREN M KING

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PATRICIA RODERICK MORTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • STEPHEN G PAGLIUCA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GERARDO A PARRAGA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ANN PELHAM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • ROBERT R PENN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JB PRITZKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MICHAEL G RHODES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • CARMICHAEL S ROBERTS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1.1 related

  • NANCY M SCHLICHTING

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • STEVEN M SCOTT MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ADAM SILVER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6

  • LAURENE M SPERLING

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6 + 8.1 related

  • ASHLEY CROWDER STANLEY

    TRUSTEE

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • L FREDERICK SUTHERLAND

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • KELLY C TANG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JEFFREY W UBBEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • HOPE MORGAN WARD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES C ZELTER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 0.1 related

  • A EUGENE WASHINGTON MD

    CHANCELLOR HEALTH AFFAIRS

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

    Schedule J breakdown matched by us

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

  • DANIEL G ENNIS

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $1,356,463
    From this org
    $1,287,344
    From related orgs
    $0
    Other
    $69,119
    Hours/week
    40 + 0.3 related

    Schedule J breakdown matched by us

    Base
    $1,195,314
    Bonus
    $71,530
    Other
    $20,500
    Deferred
    $37,164
    Nontaxable benefits
    $35,848
    Filer's total
    $1,360,356

  • SALLY KORNBLUTH

    PROVOST

    Total calculated
    $1,025,798
    From this org
    $932,669
    From related orgs
    $43,500
    Other
    $49,629
    Hours/week
    61 + 0.4 related

    Schedule J breakdown matched by us

    Base
    $912,169 + $43,500 related
    Bonus
    $0
    Other
    $20,500
    Deferred
    $37,164
    Nontaxable benefits
    $15,418
    Filer's total
    $985,251 + $43,500 related

  • PAMELA J BERNARD

    VP & UNIVERSITY COUNSEL

    Total calculated
    $825,608
    From this org
    $772,765
    From related orgs
    $0
    Other
    $52,843
    Hours/week
    50 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $752,265
    Bonus
    $0
    Other
    $20,500
    Deferred
    $37,164
    Nontaxable benefits
    $18,101
    Filer's total
    $828,030

  • JENNIFER FRANCIS

    INTERIM PROVOST

    Total calculated
    $996,425
    From this org
    $944,968
    From related orgs
    $0
    Other
    $51,457
    Hours/week
    80

    Schedule J breakdown matched by us

    Base
    $583,055
    Bonus
    $361,913
    Other
    $0
    Deferred
    $37,164
    Nontaxable benefits
    $16,153
    Filer's total
    $998,285

  • RACHEL SATTERFIELD

    TREASURER

    Total calculated
    $561,492
    From this org
    $511,235
    From related orgs
    $0
    Other
    $50,257
    Hours/week
    40 + 0.7 related

    Schedule J breakdown matched by us

    Base
    $486,059
    Bonus
    $25,176
    Other
    $0
    Deferred
    $37,164
    Nontaxable benefits
    $14,631
    Filer's total
    $563,030

  • MARGARET W EPPS

    UNIVERSITY SECRETARY

    Total calculated
    $462,559
    From this org
    $407,425
    From related orgs
    $0
    Other
    $55,134
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $407,425
    Bonus
    $0
    Other
    $0
    Deferred
    $37,164
    Nontaxable benefits
    $19,247
    Filer's total
    $463,836

  • VICTORIA L NEVOIS

    INTERIM TREASURER

    Total calculated
    $407,276
    From this org
    $362,006
    From related orgs
    $0
    Other
    $45,270
    Hours/week
    40 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $273,106
    Bonus
    $68,400
    Other
    $20,500
    Deferred
    $37,164
    Nontaxable benefits
    $8,937
    Filer's total
    $408,107

  • NEAL F TRIPLETT

    CHIEF INVESTMENT OFFICER

    Total calculated
    $4,292,537
    From this org
    $4,191,717
    From related orgs
    $0
    Other
    $100,820
    Hours/week
    40 + 0.4 related

    Schedule J breakdown matched by us

    Base
    $821,217
    Bonus
    $3,350,000
    Other
    $20,500
    Deferred
    $37,164
    Nontaxable benefits
    $66,307
    Filer's total
    $4,295,188

  • MARY E KLOTMAN MD

    VICE CHAN. FOR HEALTH AFFAIRS & DEAN OF SOM

    Total calculated
    $1,287,454
    From this org
    $1,235,581
    From related orgs
    $0
    Other
    $51,873
    Hours/week
    44 + 11.3 related

    Schedule J breakdown matched by us

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

  • JAMES SCOTT GIBSON

    EXEC VICE DEAN OF ADMIN, SOM

    Total calculated
    $918,022
    From this org
    $854,623
    From related orgs
    $0
    Other
    $63,399
    Hours/week
    55 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $495,817
    Bonus
    $338,306
    Other
    $20,500
    Deferred
    $37,164
    Nontaxable benefits
    $27,805
    Filer's total
    $919,592

  • JOHN J NOONAN

    ASSOCIATE VP OF FACILITIES

    Total calculated
    $515,185
    From this org
    $449,176
    From related orgs
    $0
    Other
    $66,009
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $427,656
    Bonus
    $1,020
    Other
    $20,500
    Deferred
    $37,164
    Nontaxable benefits
    $30,189
    Filer's total
    $516,529

  • JUSTIN B NIXON

    INVESTMENT MANAGER

    Total calculated
    $1,760,702
    From this org
    $1,518,911
    From related orgs
    $0
    Other
    $241,791
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $413,184
    Bonus
    $942,577
    Other
    $163,150
    Deferred
    $211,964
    Nontaxable benefits
    $31,145
    Filer's total
    $1,762,020

  • MARK E CORIGLIANO

    INVESTMENT MANAGER

    Total calculated
    $1,463,857
    From this org
    $1,232,608
    From related orgs
    $0
    Other
    $231,249
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $412,910
    Bonus
    $653,723
    Other
    $165,975
    Deferred
    $190,114
    Nontaxable benefits
    $42,453
    Filer's total
    $1,465,175

  • EVAN L JONES

    INVESTMENT MANAGER

    Total calculated
    $1,772,462
    From this org
    $1,542,028
    From related orgs
    $0
    Other
    $230,434
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $396,076
    Bonus
    $949,752
    Other
    $196,200
    Deferred
    $211,964
    Nontaxable benefits
    $19,709
    Filer's total
    $1,773,701

  • VALERIE ASHBY

    PART YEAR DEAN, COLLEGE OF A & S

    Total calculated
    $399,771
    From this org
    $358,800
    From related orgs
    $0
    Other
    $40,971
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $358,800
    Bonus
    $0
    Other
    $0
    Deferred
    $37,164
    Nontaxable benefits
    $4,970
    Filer's total
    $400,934

  • KAVITA NAYAR

    INVESTMENT MANAGER

    Total calculated
    $1,212,708
    From this org
    $1,031,804
    From related orgs
    $0
    Other
    $180,904
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $289,771
    Bonus
    $742,033
    Other
    $0
    Deferred
    $157,339
    Nontaxable benefits
    $24,451
    Filer's total
    $1,213,594

  • GARY BENNETT

    PART YEAR DEAN, COLLEGE OF A & S

    Total calculated
    $470,356
    From this org
    $413,061
    From related orgs
    $0
    Other
    $57,295
    Hours/week
    54

    Schedule J breakdown matched by us

    Base
    $271,150
    Bonus
    $121,411
    Other
    $20,500
    Deferred
    $37,164
    Nontaxable benefits
    $25,326
    Filer's total
    $475,551

  • MOHAMED NOOR

    INTERIM DEAN, COLLEGE OF A & S

    Total calculated
    $445,988
    From this org
    $390,495
    From related orgs
    $0
    Other
    $55,493
    Hours/week
    40 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $183,917
    Bonus
    $186,078
    Other
    $20,500
    Deferred
    $37,164
    Nontaxable benefits
    $18,864
    Filer's total
    $446,523

  • MICHAEL ELKO

    COACH

    Total calculated
    $3,923,483
    From this org
    $3,843,212
    From related orgs
    $0
    Other
    $80,271
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $3,529,328
    Bonus
    $301,020
    Other
    $12,864
    Deferred
    $37,164
    Nontaxable benefits
    $43,121
    Filer's total
    $3,923,497

  • MICHAEL W KRZYZEWSKI

    COACH

    Total calculated
    $8,983,108
    From this org
    $8,364,652
    From related orgs
    $0
    Other
    $618,456
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $2,374,075
    Bonus
    $5,921,320
    Other
    $69,257
    Deferred
    $608,831
    Nontaxable benefits
    $17,431
    Filer's total
    $8,990,914

  • WILLIAM J FULKERSON MD

    PROFESSOR

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

    Schedule J breakdown matched by us

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

  • JONATHAN SCHEYER

    COACH

    Total calculated
    $1,708,314
    From this org
    $1,665,386
    From related orgs
    $0
    Other
    $42,928
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $859,764
    Bonus
    $793,498
    Other
    $12,124
    Deferred
    $37,164
    Nontaxable benefits
    $8,564
    Filer's total
    $1,711,114

  • DAVID N CUTCLIFFE

    COACH

    Total calculated
    $4,368,095
    From this org
    $4,334,560
    From related orgs
    $0
    Other
    $33,535
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $4,334,560
    Deferred
    $30,669
    Nontaxable benefits
    $3,620
    Filer's total
    $4,368,849

  • RICHARD RIDDELL

    FORMER OFFICER

    Total calculated
    $232,875
    From this org
    $192,040
    From related orgs
    $0
    Other
    $40,835
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,540
    Bonus
    $0
    Other
    $20,500
    Deferred
    $23,387
    Nontaxable benefits
    $17,943
    Filer's total
    $233,370

  • JAMES S ROBERTS

    FORMER KEY EMPLOYEE

    Total calculated
    $124,375
    From this org
    $108,912
    From related orgs
    $0
    Other
    $15,463
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $86,004
    Bonus
    $22,908
    Other
    $0
    Deferred
    $12,899
    Nontaxable benefits
    $2,819
    Filer's total
    $124,630

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 · Travel for companions
  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1a · Personal services (maid, chauffeur, chef)
  • 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
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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)

PART I, LINE 1A
CHARTER TRAVEL MICHAEL W. KRZYZEWSKI AND JONATHAN SCHEYER USED CHARTER TRAVEL SERVICES. TO THE EXTENT SUCH TRAVEL WAS NOT FOR BUSINESS PURPOSES, SUCH AMOUNTS WERE INCLUDED IN TAXABLE INCOME OF THE INDIVIDUAL. VINCENT E. PRICE, A. EUGENE WASHINGTON, MD AND MARGARET EPPS USED FIRST CLASS OR CHARTER TRAVEL SERVICES. SUCH TRAVEL WAS FOR BUSINESS PURPOSES AND NOT INCLUDED IN TAXABLE INCOME TO THE INDIVIDUALS. TRAVEL FOR COMPANIONS COMPANIONS HAVE TRAVELED WITH VINCENT E. PRICE AND MICHAEL W. KRZYZEWSKI. TO THE EXTENT IT WAS PERSONAL IN NATURE, SUCH AMOUNTS WERE INCLUDED IN THEIR TAXABLE INCOME. RESIDENCE FOR PERSONAL USE VINCENT E. PRICE AND A. EUGENE WASHINGTON, MD WERE PROVIDED WITH ON CAMPUS LIVING FACILITIES AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE UNIVERSITY. ACCORDINGLY, SUCH LODGING IS NOT INCLUDED IN TAXABLE INCOME. PERSONAL SERVICES THE UNIVERSITY PROVIDES HOUSEKEEPING SERVICES TO MAINTAIN ALL UNIVERSITY FACILITIES, INCLUDING THE FACILITIES USED BY THE UNIVERSITY'S PRESIDENT AND CHANCELLOR. IN ADDITION TO PROVIDING A PERSONAL RESIDENCE THAT IS FOR THE CONVENIENCE OF THE UNIVERSITY, THE FACILITIES ARE USED THROUGHOUT THE YEAR FOR NUMEROUS DUKE RELATED FUNCTIONS. CLUB DUES JAMES SCOTT GIBSON AND DANIEL G. ENNIS WERE PROVIDED WITH CLUB MEMBERSHIPS. TO THE EXTENT THE DUES WERE CONSIDERED PERSONAL, THE AMOUNTS WERE INCLUDED IN TAXABLE INCOME. DUKE POLICY GOVERNS THE NATURE AND TYPE OF ALLOWABLE EXPENDITURES AND PAYMENTS, INCLUDING REQUIREMENTS TO PROVIDE SUPPORTING DOCUMENTATION DETAILING THE TRANSACTION AND BUSINESS PURPOSE. ANY APPROVED EXCEPTIONS TO POLICY ARE DOCUMENTED IN CORRESPONDENCE OR EMPLOYMENT AGREEMENTS.
PART I, LINES 4A-B
SEVERANCE PAYMENT DAVID CUTCLITTE RECEIVED A SEVERANCE PAYMENT IN 2022. SUCH AMOUNTS WERE INCLUDED IN AMOUNTS REPORTED ON SCHEDULE J, COLUMN B (III). SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE FOLLOWING INDIVIDUALS PARTICIPATED IN AND RECEIVED PAYMENTS UNDER A DEFERRED COMPENSATION PLAN DESCRIBED UNDER SECTION 457(F) OF THE INTERNAL REVENUE CODE: EVAN L. JONES $175,700; JUSTIN B. NIXON $163,150; MARK E. CORIGLIANO $150,600 AND MICHAEL W. KRZYZEWSKI $1,610,000. SUCH AMOUNTS WERE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE AS DEFINED UNDER IRC SECTION 457(F).

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
6 May 2024
IRS schema version
2022v5.0
Source object
202441369349300929

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.