Form 990 for tax year 2023
Filed by DUKE UNIVERSITY HEALTH SYSTEM INC.
Totals
- Total revenue
- $5,766,300,632
- Total expenses
- $5,073,619,859
- Contributions and grants received
- $6,430,372
- Grants paid
- $1,834,150
- Program services expenses (Part IX)
- $4,319,242,972
- Management and general expenses
- $753,989,449
- Fundraising expenses
- $387,438
- Program service expenses (Part III)
- $4,319,242,972
Program services were 85.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
VINCENT E PRICE
DIRECTOR
- Total calculated
- $1,947,578
- From this org
- $0
- From related orgs
- $1,888,010
- Other
- $59,568
- Hours/week
- 3 + 48.3 related
Schedule J breakdown matched by us
- Base
- $0 + $1,865,510 related
- Bonus
- $0
- Other
- $0 + $22,500 related
- Deferred
- $0 + $40,376 related
- Nontaxable benefits
- $0 + $25,300 related
- Filer's total
- $0 + $1,953,686 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
- 12 + 44.2 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
-
ERIK PAULSON
DIRECTOR
- Total calculated
- $731,021
- From this org
- $0
- From related orgs
- $662,725
- Other
- $68,296
- Hours/week
- 1 + 60 related
Schedule J breakdown matched by us
- Base
- $0 + $604,130 related
- Bonus
- $0 + $36,095 related
- Other
- $0 + $22,500 related
- Deferred
- $0 + $40,376 related
- Nontaxable benefits
- $0 + $29,853 related
- Filer's total
- $0 + $732,954 related
-
LESLIE E BAINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
GAIL BELVETT MD DDS
DIRECTOR
- Total calculated
- $1,175
- From this org
- $0
- From related orgs
- $1,175
- Other
- $0
- Hours/week
- 4
-
DENISE BENNETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
WILLIAM HAWKINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
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
-
MOIRA RYNN MD
DIRECTOR
- Total calculated
- $646,710
- From this org
- $0
- From related orgs
- $587,215
- Other
- $59,495
- Hours/week
- 1 + 40.1 related
Schedule J breakdown matched by us
- Base
- $0 + $524,200 related
- Bonus
- $0 + $40,515 related
- Other
- $0 + $22,500 related
- Deferred
- $0 + $40,376 related
- Nontaxable benefits
- $0 + $20,775 related
- Filer's total
- $0 + $648,366 related
-
CRAIG T ALBANESE MD
DIRECTOR/CEO
- Total calculated
- $2,036,143
- From this org
- $1,979,770
- From related orgs
- $0
- Other
- $56,373
- Hours/week
- 42 + 0.3 related
Schedule J breakdown matched by us
- Base
- $1,394,770
- Bonus
- $562,500
- Other
- $22,500
- Deferred
- $40,376
- Nontaxable benefits
- $20,543
- Filer's total
- $2,040,689
-
G RICHARD WAGONER JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DENISE BARNES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
PETER GROSSI
DIRECTOR
- Total calculated
- $546,687
- From this org
- $0
- From related orgs
- $494,511
- Other
- $52,176
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $435,143 related
- Bonus
- $0 + $36,868 related
- Other
- $0 + $22,500 related
- Deferred
- $0 + $40,376 related
- Nontaxable benefits
- $0 + $18,462 related
- Filer's total
- $0 + $553,349 related
-
GARHENG KONG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TOM LISTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 6 related
-
ALISON TOTH
DIRECTOR
- Total calculated
- $466,547
- From this org
- $0
- From related orgs
- $419,269
- Other
- $47,278
- Hours/week
- 17 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $392,519 related
- Bonus
- $0 + $4,250 related
- Other
- $0 + $22,500 related
- Deferred
- $0 + $40,376 related
- Nontaxable benefits
- $0 + $8,131 related
- Filer's total
- $0 + $467,776 related
-
GERALD HASSELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
THOMAS A OWENS MD
EXECUTIVE VP, DUHS & COO
- Total calculated
- $1,679,482
- From this org
- $1,586,319
- From related orgs
- $0
- Other
- $93,163
- Hours/week
- 62 + 0.7 related
Schedule J breakdown matched by us
- Base
- $1,030,767
- Bonus
- $533,052
- Other
- $22,500
- Deferred
- $40,376
- Nontaxable benefits
- $56,124
- Filer's total
- $1,682,819
-
ROBERT N WILLIS
VP FINANCE/CONTROLLER/CAO/TREASURER
- Total calculated
- $793,666
- From this org
- $735,941
- From related orgs
- $0
- Other
- $57,725
- Hours/week
- 50 + 0.7 related
Schedule J breakdown matched by us
- Base
- $481,360
- Bonus
- $232,081
- Other
- $22,500
- Deferred
- $40,376
- Nontaxable benefits
- $18,862
- Filer's total
- $795,179
-
MONTE D BROWN MD
VP FOR ADMINISTRATION/SECRETARY
- Total calculated
- $821,876
- From this org
- $760,434
- From related orgs
- $0
- Other
- $61,442
- Hours/week
- 60.1 + 0.1 related
Schedule J breakdown matched by us
- Base
- $462,065
- Bonus
- $275,869
- Other
- $22,500
- Deferred
- $40,376
- Nontaxable benefits
- $22,514
- Filer's total
- $823,324
-
MARY K MARTIN
CHIEF OPERATING OFFICER, DUH
- Total calculated
- $995,802
- From this org
- $924,190
- From related orgs
- $0
- Other
- $71,612
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $534,303
- Bonus
- $389,887
- Other
- $0
- Deferred
- $40,376
- Nontaxable benefits
- $32,949
- Filer's total
- $997,515
-
BARBARA M GRIFFITH MD
PRESIDENT, DUKE RALEIGH HOSPITAL
- Total calculated
- $789,620
- From this org
- $725,856
- From related orgs
- $0
- Other
- $63,764
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $511,273
- Bonus
- $214,583
- Other
- $0
- Deferred
- $40,376
- Nontaxable benefits
- $25,000
- Filer's total
- $791,232
-
DEVDUTTA SANGVAI MD
PRESIDENT, DUKE REGIONAL HOSPITAL
- Total calculated
- $721,571
- From this org
- $590,341
- From related orgs
- $0
- Other
- $131,230
- Hours/week
- 60 + 0.2 related
Schedule J breakdown matched by us
- Base
- $482,548
- Bonus
- $107,793
- Other
- $0
- Deferred
- $40,376
- Nontaxable benefits
- $92,370
- Filer's total
- $723,087
-
PRISCILLA RAMSEUR
VP-PART YEAR PATIENT CARE/CHIEF NURSE
- Total calculated
- $425,672
- From this org
- $375,853
- From related orgs
- $0
- Other
- $49,819
- Hours/week
- 50 + 0.1 related
Schedule J breakdown matched by us
- Base
- $255,853
- Bonus
- $120,000
- Other
- $0
- Deferred
- $40,376
- Nontaxable benefits
- $10,223
- Filer's total
- $426,452
-
TERRY MCDONNELL
SVP-PART YEAR PATIENT CARE/CHIEF NURSE
- Total calculated
- $276,660
- From this org
- $235,170
- From related orgs
- $0
- Other
- $41,490
- Hours/week
- 40 + 0.1 related
Schedule J breakdown matched by us
- Base
- $172,430
- Bonus
- $62,740
- Other
- $0
- Deferred
- $30,320
- Nontaxable benefits
- $11,732
- Filer's total
- $277,222
-
RICHARD P SHANNON MD
CHIEF QUALITY OFFICER
- Total calculated
- $1,209,744
- From this org
- $1,150,357
- From related orgs
- $0
- Other
- $59,387
- Hours/week
- 40 + 0.2 related
Schedule J breakdown matched by us
- Base
- $761,949
- Bonus
- $365,908
- Other
- $22,500
- Deferred
- $40,376
- Nontaxable benefits
- $25,886
- Filer's total
- $1,216,619
-
JEFFREY M FERRANTI
VP & CHIEF DIGITAL OFFICER
- Total calculated
- $1,273,804
- From this org
- $1,032,996
- From related orgs
- $169,209
- Other
- $71,599
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $645,271 + $76,487 related
- Bonus
- $365,225 + $92,722 related
- Other
- $22,500
- Deferred
- $40,376
- Nontaxable benefits
- $33,305 + $254 related
- Filer's total
- $1,106,677 + $169,463 related
-
KEITH STOVER
VP FINANCE/COO, PRMO
- Total calculated
- $694,609
- From this org
- $627,639
- From related orgs
- $0
- Other
- $66,970
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $498,945
- Bonus
- $106,194
- Other
- $22,500
- Deferred
- $40,376
- Nontaxable benefits
- $28,165
- Filer's total
- $696,180
-
MARY ANN FUCHS
FORMER VP PATIENT CARE/CHIEF NURSING OFFICER
- Total calculated
- $1,123,691
- From this org
- $1,083,315
- From related orgs
- $0
- Other
- $40,376
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $456,109
- Bonus
- $627,206
- Other
- $0
- Deferred
- $40,376
- Nontaxable benefits
- $1,429
- Filer's total
- $1,125,120
-
RHONDA BRANDON
CHIEF HR OFFICER
- Total calculated
- $952,865
- From this org
- $883,099
- From related orgs
- $0
- Other
- $69,766
- Hours/week
- 50 + 0.1 related
Schedule J breakdown matched by us
- Base
- $571,880
- Bonus
- $288,719
- Other
- $22,500
- Deferred
- $40,376
- Nontaxable benefits
- $31,204
- Filer's total
- $954,679
-
WILLIAM J FULKERSON MD
FORMER OFFICER
- Total calculated
- $1,212,324
- From this org
- $0
- From related orgs
- $1,165,071
- Other
- $47,253
- Hours/week
- 0 + 56 related
Schedule J breakdown matched by us
- Base
- $0 + $425,821 related
- Bonus
- $0 + $716,750 related
- Other
- $0 + $22,500 related
- Deferred
- $0 + $40,376 related
- Nontaxable benefits
- $0 + $8,206 related
- Filer's total
- $0 + $1,213,653 related
-
JOHN P MORDACH
FORMER OFFICER
- Total calculated
- $568,867
- From this org
- $523,330
- From related orgs
- $0
- Other
- $45,537
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $242,876
- Bonus
- $276,704
- Other
- $3,750
- Deferred
- $40,376
- Nontaxable benefits
- $5,954
- Filer's total
- $569,660
-
A EUGENE WASHINGTON MD
CHANCELLOR EMERITUS FOR HEALTH AFF.
- Total calculated
- $3,197,701
- From this org
- $0
- From related orgs
- $3,135,552
- Other
- $62,149
- Hours/week
- 0 + 33.1 related
Schedule J breakdown matched by us
- Base
- $0 + $1,632,022 related
- Bonus
- $0 + $1,480,816 related
- Other
- $0 + $22,714 related
- Deferred
- $0 + $40,376 related
- Nontaxable benefits
- $0 + $27,106 related
- Filer's total
- $0 + $3,203,034 related
-
KATHLEEN GALBRAITH
FORMER KEY EMPLOYEE
- Total calculated
- $284,997
- From this org
- $222,820
- From related orgs
- $0
- Other
- $62,177
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $222,820
- Other
- $0
- Deferred
- $29,147
- Nontaxable benefits
- $33,032
- Filer's total
- $284,999
-
LEIGH BLEECKER
FORMER KEY EMPLOYEE
- Total calculated
- $539,349
- From this org
- $485,406
- From related orgs
- $0
- Other
- $53,943
- Hours/week
- 0.1 + 65.1 related
Schedule J breakdown matched by us
- Base
- $309,318
- Bonus
- $176,088
- Other
- $0
- Deferred
- $40,376
- Nontaxable benefits
- $14,509
- Filer's total
- $540,291
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
- 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.
- 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
-
DURHAM PUBLIC SCHOOLS FOUNDATION
$100,000
COMMUNITY SUPPORT
-
HABITAT FOR HUMANITY OF DURHAM
$75,000
COMMUNITY SUPPORT
-
COALITION TO STRENGTHEN AMERICAS
$60,000
GENERAL SUPPORT
-
RONALD MCDONALD HOUSE OF DURHAM
$50,000
SPONSORSHIP
-
$46,000
COMMUNITY SUPPORT
-
GENERAL SUPPORT
-
$40,300
SPONSORSHIP
-
$35,000
COMMUNITY SUPPORT
-
$32,500
SPONSORSHIP
-
$30,000
COMMUNITY SUPPORT
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.
-
501(C)(3) · HEALTHCARE · NC · controlled entity
Directly controlled by DUKE UNIVERSITY HEALTH SYSTEM INC
-
501(C)(3) · INVESTMENTS · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · EDUCATION · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · SUPPORT · NC · controlled entity
Directly controlled by DUKE UNIVERSITY HEALTH SYSTEM INC
-
DUKE MEDICINE GLOBAL SUPP CORP- 61-1593721
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · SUPPORT · NC · controlled entity
Directly controlled by DUKE UNIVERSITY HEALTH SYSTEM INC
-
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
DUKE UNIV AFFILIATED PHYSICIANS
501(C)(3) · HEALTHCARE · NC · controlled entity
Directly controlled by DUKE UNIVERSITY HEALTH SYSTEM INC
-
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · EDUCATION · NC
-
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · INVESTMENTS · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · INVESTMENTS · NC · controlled entity
Directly controlled by DUKE UNIVERSITY HEALTH SYSTEM INC
-
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
THE CTR FOR DOCUMENTARY STUDIES
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · SUPPORT · NC · controlled entity
Directly controlled by DUKE UNIVERSITY HEALTH SYSTEM INC
-
501(C)(1) · BANKING · NC
-
501(C)(3) · SUPPORT · NC · controlled entity
Directly controlled by DUKE UNIVERSITY HEALTH SYSTEM INC
-
DUKE HEALTH INTEGRATED PRACTICE INC
501(C)(3) · HEALTHCARE · NC · controlled entity
Directly controlled by DUKE UNIVERSITY HEALTH SYSTEM INC
-
DONALD R WATSON FOUNDATION INC
501(C)(3) · SUPPORT · NC
-
501(C)(3) · HEALTH CLINICS · NC
Directly controlled by DUKE UNIVERSITY
-
LENOX BAKER CHILDREN'S HOSPITAL FOUNDATION INC
501(C)(3) · FINANCIAL SUPPORT · NC · controlled entity
Directly controlled by DUKE UNIVERSITY HEALTH SYSTEM INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 18 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541359349301049
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.