Skip to content
Nonprofiteer
← DUKE HEALTH INTEGRATED PRACTICE INC

Form 990 for tax year 2023

Filed by DUKE HEALTH INTEGRATED PRACTICE INC.

Totals

Total revenue
$1,286,529,388
Total expenses
$1,390,355,475
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,285,002,697
Investment income
$0
Other revenue
$1,526,691
Total assets, end of year
$249,134,945
Total liabilities, end of year
$152,325,058
Net assets or fund balances, end of year
$96,809,887
Program services expenses (Part IX)
$1,106,879,076
Management and general expenses
$283,476,399
Fundraising expenses
$0
Program service expenses (Part III)
$1,106,879,076

Program services were 79.6% 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: PATIENT REVENUE

    total $1,080,715,417 · related or exempt $1,080,715,417

  • 2b · Program service revenue: ANCILLARY MEDICAL SERV

    total $204,287,280 · related or exempt $202,973,201 · unrelated business $1,314,079

  • 11a · Other revenue: SUNDRY REVENUE

    total $1,526,691 · related or exempt $58 · unrelated business $1,526,633

  • 11e · Other revenue, total

    $1,526,691

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $4,494,040 · management and general $4,494,040

  • 7 · Other salaries and wages

    total $831,878,535 · program services $714,019,965 · management and general $117,858,570

  • 8 · Pension plan contributions

    total $80,490,964 · program services $74,412,876 · management and general $6,078,088

  • 9 · Other employee benefits

    total $75,774,648 · program services $41,688,063 · management and general $34,086,585

  • 10 · Payroll taxes

    total $38,937,614 · program services $33,270,905 · management and general $5,666,709

  • 11b · Fees: legal

    total $137,174 · program services $16,945 · management and general $120,229

  • 11g · Fees: other

    total $50,894,891 · program services $48,967,951 · management and general $1,926,940

  • 12 · Advertising and promotion

    total $434,207 · program services $28,207 · management and general $406,000

  • 13 · Office expenses

    total $6,583,326 · program services $4,313,332 · management and general $2,269,994

  • 14 · Information technology

    total $3,955,145 · program services $1,885,056 · management and general $2,070,089

  • 15 · Royalties

    total $24,217 · program services $24,217

  • 16 · Occupancy

    total $42,469,205 · program services $37,625,081 · management and general $4,844,124

  • 17 · Travel

    total $3,810,373 · program services $2,886,700 · management and general $923,673

  • 19 · Conferences, conventions and meetings

    total $2,027,637 · program services $901,873 · management and general $1,125,764

  • 20 · Interest

    total $769,663 · program services $769,663

  • 22 · Depreciation, depletion and amortization

    total $18,770,109 · program services $16,737,231 · management and general $2,032,878

  • 23 · Insurance

    total $13,967,376 · program services $10,529,301 · management and general $3,438,075

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $101,604,622 · program services $101,604,622

  • 24b · Other expenses: BILLING FEES

    total $48,557,247 · management and general $48,557,247

  • 24c · Other expenses: CORPORATE SVCS ALLOC.

    total $43,791,389 · management and general $43,791,389

  • 24d · Other expenses: MEDICAL COVERAGE

    total $8,832,885 · program services $8,832,885

  • 24e · All other expenses

    total $12,150,208 · program services $8,364,203 · management and general $3,786,005

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $2,801

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $136,872,454

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $8,698,323

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $4,585,729

  • 10a · Land, buildings and equipment: cost or other basis

    $77,037,470

  • 10b · Land, buildings and equipment: accumulated depreciation

    $15,755,201

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $61,282,269

  • 14 · Intangible assets

    beginning of year $0 · end of year $37,304,411

  • 15 · Other assets

    beginning of year $0 · end of year $388,958

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $104,049,330

  • 19 · Deferred revenue

    beginning of year $0 · end of year $90,798

  • 25 · Other liabilities

    beginning of year $0 · end of year $48,184,930

  • 27 · Net assets without donor restrictions

    beginning of year $0 · end of year $96,809,887

Mission and programs · 2023

Mission

SEE SCHEDULE ODIRECTLY PERFORM AND PROVIDE, AND/OR FACILITATE AND PROMOTE, AND EXPAND ACCESS TO, HIGH QUALITY, AFFORDABLE AND VALUE-ORIENTED CLINICAL HEALTH CARE SERVICES AND RELATED ANCILLARY SERVICES, IN FURTHERANCE OF IMPROVING THE HEALTH AND WELFARE OF THE GENERAL PUBLIC WITHIN THE DIVERSE COMMUNITIES SERVED BY DUKE.

Activities or mission (Part I)

SEE SCHEDULE O FOR ORGANIZATION'S MISSION STATEMENTDIRECTLY PERFORM AND PROVIDE, AND/OR FACILITATE AND PROMOTE, AND EXPAND ACCESS TO, HIGH QUALITY, AFFORDABLE AND VALUE-ORIENTED CLINICAL HEALTH CARE SERVICES AND RELATED ANCILLARY SERVICES, IN FURTHERANCE OF IMPROVING THE HEALTH AND WELFARE OF THE GENERAL PUBLIC WITHIN THE DIVERSE COMMUNITIES SERVED BY DUKE.

  • DUKE HEALTH INTEGRATED PRACTICE, INC. (DHIP) CONTRIBUTES TO THE PERFORMANCE, FACILITATION, AND PROMOTION OF PROGRAMS OF DUKE UNIVERSITY HEALTH SYSTEM, INC. AND DUKE UNIVERSITY THROUGH THE PROVISION OF PHYSICIAN SERVICES FOR CLINICAL PURPOSES. IN ADDITION, THESE SERVICES FACILITATE AND PROMOTE ACCESS TO HIGH QUALITY, AFFORABLE AND VALUE-ORIENTED HEALTH CARE SERVICES AND RELATED ANCILLARY SERVICES.

    Expenses $1,106,879,076 · Revenue $1,283,688,676

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

Listed in Part VII

  • Craig T Albanese MD

    DIRECTOR/PRESIDENT

    Total calculated
    $2,036,143
    From this org
    $0
    From related orgs
    $1,979,770
    Other
    $56,373
    Hours/week
    0.1 + 42.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,394,770 related
    Bonus
    $0 + $562,500 related
    Other
    $0 + $22,500 related
    Deferred
    $0 + $40,376 related
    Nontaxable benefits
    $0 + $20,543 related
    Filer's total
    $0 + $2,040,689 related

  • Daniel G Ennis

    DIRECTOR

    Total calculated
    $1,435,849
    From this org
    $0
    From related orgs
    $1,360,969
    Other
    $74,880
    Hours/week
    0.1 + 40.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,262,134 related
    Bonus
    $0
    Other
    $0 + $98,835 related
    Deferred
    $0 + $40,376 related
    Nontaxable benefits
    $0 + $38,609 related
    Filer's total
    $0 + $1,439,954 related

  • Mary E Klotman MD

    DIRECTOR

    Total calculated
    $1,427,444
    From this org
    $0
    From related orgs
    $1,372,322
    Other
    $55,122
    Hours/week
    0.1 + 56.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $949,306 related
    Bonus
    $0 + $400,516 related
    Other
    $0 + $22,500 related
    Deferred
    $0 + $40,376 related
    Nontaxable benefits
    $0 + $17,813 related
    Filer's total
    $0 + $1,430,511 related

  • Thomas A Owens MD

    DIRECTOR/VICE PRESIDENT

    Total calculated
    $1,679,482
    From this org
    $0
    From related orgs
    $1,586,319
    Other
    $93,163
    Hours/week
    0.1 + 62.6 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,030,767 related
    Bonus
    $0 + $533,052 related
    Other
    $0 + $22,500 related
    Deferred
    $0 + $40,376 related
    Nontaxable benefits
    $0 + $56,124 related
    Filer's total
    $0 + $1,682,819 related

  • Theodore N Pappas MD

    DIRECTOR

    Total calculated
    $533,653
    From this org
    $39,650
    From related orgs
    $438,244
    Other
    $55,759
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    $39,650 + $409,179 related
    Bonus
    $0 + $6,565 related
    Other
    $0 + $22,500 related
    Deferred
    $0 + $40,376 related
    Nontaxable benefits
    $0 + $16,734 related
    Filer's total
    $39,650 + $495,354 related

  • Lisa M Goodlett

    PART YEAR TREASURER

    Total calculated
    $0
    Hours/week
    0.1 + 40.5 related

  • Laura Huffman Lockamy

    SECRETARY

    Total calculated
    $288,822
    From this org
    $0
    From related orgs
    $239,922
    Other
    $48,900
    Hours/week
    0.1 + 40.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $194,922 related
    Bonus
    $0 + $45,000 related
    Other
    $0
    Deferred
    $0 + $29,548 related
    Nontaxable benefits
    $0 + $19,960 related
    Filer's total
    $0 + $289,430 related

  • Robert N Willis

    PART YEAR TREASURER

    Total calculated
    $793,666
    From this org
    $0
    From related orgs
    $735,941
    Other
    $57,725
    Hours/week
    0.1 + 50.6 related

    Schedule J breakdown matched by us

    Base
    $0 + $481,360 related
    Bonus
    $0 + $232,081 related
    Other
    $0 + $22,500 related
    Deferred
    $0 + $40,376 related
    Nontaxable benefits
    $0 + $18,862 related
    Filer's total
    $0 + $795,179 related

  • John H Sampson MD

    SENIOR VICE PRESIDENT

    Total calculated
    $940,239
    From this org
    $656,250
    From related orgs
    $212,843
    Other
    $71,146
    Hours/week
    40 + 20.2 related

    Schedule J breakdown matched by us

    Base
    $656,250 + $190,343 related
    Bonus
    $0
    Other
    $0 + $22,500 related
    Deferred
    $0 + $40,376 related
    Nontaxable benefits
    $0 + $33,521 related
    Filer's total
    $656,250 + $286,740 related

  • Paul R Newman

    PART YEAR CHIEF OPERATING OFFICER

    Total calculated
    $658,747
    From this org
    $445,445
    From related orgs
    $157,458
    Other
    $55,844
    Hours/week
    40 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $445,445 + $134,958 related
    Bonus
    $0
    Other
    $0 + $22,500 related
    Deferred
    $0 + $40,376 related
    Nontaxable benefits
    $0 + $17,355 related
    Filer's total
    $445,445 + $215,189 related

  • Kathleen Cooney MD

    CHAIR OF DEPARTMENT OF MEDICINE

    Total calculated
    $872,243
    From this org
    $251,177
    From related orgs
    $570,240
    Other
    $50,826
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $251,177 + $520,831 related
    Bonus
    $0 + $49,409 related
    Other
    $0
    Deferred
    $0 + $40,376 related
    Nontaxable benefits
    $0 + $12,095 related
    Filer's total
    $251,177 + $622,711 related

  • Simon Curtis

    PART YEAR CHIEF OPERATING OFFICER

    Total calculated
    $445,000
    From this org
    $197,625
    From related orgs
    $202,132
    Other
    $45,243
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $197,625 + $179,632 related
    Bonus
    $0
    Other
    $0 + $22,500 related
    Deferred
    $0 + $40,376 related
    Nontaxable benefits
    $0 + $5,477 related
    Filer's total
    $197,625 + $247,985 related

  • Kevin P Speer MD

    CLINICAL FACULTY DEPARTMENT OF ORTHOPAEDIC

    Total calculated
    $576,902
    From this org
    $517,931
    From related orgs
    $0
    Other
    $58,971
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $516,731
    Bonus
    $1,200
    Other
    $0
    Deferred
    $40,376
    Nontaxable benefits
    $20,326
    Filer's total
    $578,633

  • Dwayne Callwood MD

    CLINICAL FACULTY DEPARTMENT OF MEDICINE

    Total calculated
    $524,017
    From this org
    $465,180
    From related orgs
    $0
    Other
    $58,837
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $201,422
    Bonus
    $263,758
    Other
    $0
    Deferred
    $40,376
    Nontaxable benefits
    $19,144
    Filer's total
    $524,700

  • Scot Reeg MD

    CLINICAL FACULTY DEPARTMENT OF ORTHOPAEDIC

    Total calculated
    $517,070
    From this org
    $458,362
    From related orgs
    $0
    Other
    $58,708
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $439,962
    Bonus
    $18,400
    Other
    $0
    Deferred
    $40,376
    Nontaxable benefits
    $19,807
    Filer's total
    $518,545

  • Fuad Aleskerov MD

    CLINICAL FACULTY DEPARTMENT OF MEDICINE

    Total calculated
    $451,169
    From this org
    $401,500
    From related orgs
    $0
    Other
    $49,669
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $321,641
    Bonus
    $57,359
    Other
    $22,500
    Deferred
    $40,376
    Nontaxable benefits
    $10,317
    Filer's total
    $452,193

  • Mark Miller

    CLINICAL FACULTY DEPARTMENT OF MEDICINE

    Total calculated
    $413,776
    From this org
    $355,318
    From related orgs
    $0
    Other
    $58,458
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $310,781
    Bonus
    $22,037
    Other
    $22,500
    Deferred
    $40,376
    Nontaxable benefits
    $19,053
    Filer's total
    $414,747

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

  • 2 · Substantiation required before reimbursing expenses
  • 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)

SCHEDULE J, PART I, LINE 7
NON-FIXED PAYMENTS DUKE HEALTH INTEGRATED PRACTICE , INC. 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 DUKE UNIVERSITY HEALTH SYSTEM, INC. 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 DUKE UNIVERSITY HEALTH SYSTEM, INC. 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

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.

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

    N/A · INVESTMENTS · DE

  • WASHINGTON GOTHIC LP

    N/A · INVESTMENTS · DE

  • THRIVE CAPITAL PARTNERS IV SEGMENT LLC

    N/A · INVESTMENTS · DE

  • STRATUS SCP III INVESTORS - GAMMA LP

    N/A · INVESTMENTS · UK

  • STRATUS SCP II INVESTORS - C LP

    N/A · INVESTMENTS · UK

  • STRATUS SCP COINVESTMENT II - FIP-M

    N/A · INVESTMENTS · BR

  • SBER LUCKY STRIKE 20-3891303

    N/A · REAL ESTATE · NC

  • MANGUM LLC

    N/A · INVESTMENTS · NC

  • MANGUM III LLC - SERIES A

    N/A · INVESTMENTS · DE

  • MANGUM III LLC

    N/A · INVESTMENTS · DE

  • MANGUM II LLC - 46-5135858

    N/A · INVESTMENTS · NC

  • LYRICAL-BLUE 100 KINGSHIGHWAY PARTNERS LP

    N/A · INVESTMENTS · DE

  • LYRICAL BLUE RL PT IV 47-1542108

    N/A · INVESTMENTS · DE

  • LYRICAL BLUE RL PT 27-2994514

    N/A · INVESTMENTS · DE

  • LS INVESTOR LLC 20-3891381

    N/A · REAL ESTATE · NC

  • ENIAC SPECIAL DELTA LLC

    N/A · INVESTMENTS · DE

  • DWELLWORKS CO-INVESTMENT LLC

    N/A · INVESTMENTS · DE

  • DUKE TRIANGLE ENDOSCOPY CENTER LLC

    N/A · HEALTHCARE · DE

  • DILWEG BLUE PF LP 47-1225569

    N/A · INVESTMENTS · DE

  • CPF TRIAS INVESTMENT II LLC

    N/A · INVESTMENTS · DE

  • CPF HEARTBEAT HEALTH INV A LLC

    N/A · INVESTMENTS · DE

  • BLACKWELL PARTNERS LLC - SERIES E

    N/A · INVESTMENTS · DE

  • BLACKWELL PARTNERS LLC - SERIES D

    N/A · INVESTMENTS · DE

  • BLACKWELL PARTNERS LLC - SERIES B

    N/A · INVESTMENTS · DE

  • BLACKWELL PARTNERS LLC - SERIES C - 81-1264533

    N/A · INVESTMENTS · DE

  • BLACKWELL PARTNERS LLC - SERIES A - 20-8075455

    N/A · INVESTMENTS · DE

  • BEP LEGACY 1C LLC

    N/A · INVESTMENTS · DE

  • ALTOS HYBRID D LLC - 47-3996176

    N/A · INVESTMENTS · DE

  • ALTOS HYBRID 2D LLC - 81-5176567

    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

  • HEALTH SYSTEM MEDICAL STRATEGIES INC

    C · HEALTH CARE · NC

  • 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

  • DUKE GLOBAL GERMANY GMBH

    C · EDUCATION · GM

  • MEDBLUE INCUBATOR INC

    C · CONSULTING · DE

Provenance

Return type
form_990
Tax year
2023
Filed
7 May 2025
IRS schema version
2023v6.0
Source object
202521359349303732

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.