Skip to content
Nonprofiteer
← DUKE AFFILIATIONS NETWORK INC

Form 990 for tax year 2022

Filed by DUKE AFFILIATIONS NETWORK INC.

Totals

Total revenue
$6,248,839
Total expenses
$8,868,401
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$6,238,898
Investment income
$0
Other revenue
$9,941
Total assets, end of year
$19,092,317
Total liabilities, end of year
$2,350,593
Net assets or fund balances, end of year
$16,741,724
Program services expenses (Part IX)
$8,585,084
Management and general expenses
$283,317
Fundraising expenses
$0
Program service expenses (Part III)
$8,585,084

Program services were 96.8% 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 SERVICES

    total $3,375,409 · related or exempt $3,375,409

  • 2b · Program service revenue: THE LODGE AT DMC

    total $2,863,489 · unrelated business $2,863,489

  • 11a · Other revenue: NON-OPERATING INCOME

    total $9,941 · related or exempt $9,941

  • 11e · Other revenue, total

    $9,941

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $288,870 · program services $138,870 · management and general $150,000

  • 11b · Fees: legal

    total $3,975 · management and general $3,975

  • 11g · Fees: other

    total $650,825 · program services $521,483 · management and general $129,342

  • 12 · Advertising and promotion

    total $144,036 · program services $144,036

  • 13 · Office expenses

    total $644,392 · program services $644,392

  • 14 · Information technology

    total $180,111 · program services $180,111

  • 16 · Occupancy

    total $509,586 · program services $509,586

  • 17 · Travel

    total $5,972 · program services $5,972

  • 19 · Conferences, conventions and meetings

    total $1,610 · program services $1,610

  • 20 · Interest

    total $5,582 · program services $5,582

  • 22 · Depreciation, depletion and amortization

    total $939,932 · program services $939,932

  • 23 · Insurance

    total $69,233 · program services $69,233

  • 24a · Other expenses: GOODWILL IMPAIRMENT

    total $1,920,769 · program services $1,920,769

  • 24b · Other expenses: ASSIGNED EMPLOYEE EXP

    total $1,335,827 · program services $1,335,827

  • 24c · Other expenses: BUILDING REPAIRS & SUPP

    total $838,741 · program services $838,741

  • 24d · Other expenses: MEDICAL SUPPLIES

    total $449,169 · program services $449,169

  • 24e · All other expenses

    total $879,771 · program services $879,771

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,478,579 · end of year $1,458,902

  • 4 · Accounts receivable

    beginning of year $226,126 · end of year $466,880

  • 8 · Inventories for sale or use

    beginning of year $72,226 · end of year $64,145

  • 9 · Prepaid expenses and deferred charges

    beginning of year $67,186 · end of year $140,452

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

    $18,471,045

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

    $3,695,985

  • 10c · Land, buildings and equipment, net

    beginning of year $15,560,565 · end of year $14,775,060

  • 14 · Intangible assets

    beginning of year $2,794,981 · end of year $874,212

  • 15 · Other assets

    beginning of year $1,526,834 · end of year $1,312,666

  • 17 · Accounts payable and accrued expenses

    beginning of year $942,926 · end of year $987,825

  • 25 · Other liabilities

    beginning of year $1,713,452 · end of year $1,362,768

  • 27 · Net assets without donor restrictions

    beginning of year $19,070,119 · end of year $16,741,724

Mission and programs · 2022

Mission

DUKE AFFILIATIONS NETWORK, INC. (DAN) WAS CREATED TO SUPPORT DUKE UNIVERSITY HEALTH SYSTEM, INC.'S CHARITABLE, EDUCATIONAL, AND SCIENTIFIC ACTIVITIES.

Activities or mission (Part I)

SEE SCHEDULE O FOR ORGANIZATION'S MISSION STATEMENTDUKE AFFILIATIONS NETWORK, INC. (DAN) WAS CREATED TO SUPPORT DUKE UNIVERSITY HEALTH SYSTEM, INC.'S CHARITABLE, EDUCATIONAL, AND SCIENTIFIC ACTIVITIES.

  • DUKE AFFILIATIONS NETWORK, INC. (DAN) PROMOTES AND IMPROVES THE QUALITY OF THE HEALTHCARE DELIVERY SYSTEM OF DUKE UNIVERSITY HEALTH SYSTEM, INC., ITS AFFILIATED ENTITIES, AND OTHER HEALTHCARE PROVIDERS BY OWNING MEMBERSHIP INTEREST IN ONE OR MORE JOINT VENTURES PROVIDING HEALTHCARE SERVICES, INCLUDING AN AMBULATORY SURGERY CENTER IN DURHAM, NORTH CAROLINA.

    Expenses $4,790,445 · Revenue $3,385,350

  • DUKE AFFILIATIONS NETWORK, INC. HELD AND OPERATED PROPERTY FOR THE BENEFIT OF DUKE UNIVERSITY HEALTH SYSTEM, INC.'S CHARITABLE, EDUCATIONAL, AND SCIENTIFIC ACTIVITIES.

    Expenses $3,794,639 · Revenue $2,863,489

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • John P Mordach

    PART YEAR DIRECTOR/TREASURER

    Total calculated
    $1,649,144
    From this org
    $0
    From related orgs
    $1,582,991
    Other
    $66,153
    Hours/week
    0.1 + 40.6 related

    Schedule J breakdown matched by us

    Base
    $0 + $890,430 related
    Bonus
    $0 + $672,061 related
    Other
    $0 + $20,500 related
    Deferred
    $0 + $37,164 related
    Nontaxable benefits
    $0 + $31,870 related
    Filer's total
    $0 + $1,652,025 related

  • Paul Lindia

    PART YEAR DIRECTOR/VICE PRESIDENT

    Total calculated
    $459,509
    From this org
    $0
    From related orgs
    $402,806
    Other
    $56,703
    Hours/week
    0.1 + 40.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $365,272 related
    Bonus
    $0 + $37,534 related
    Other
    $0
    Deferred
    $0 + $37,164 related
    Nontaxable benefits
    $0 + $20,711 related
    Filer's total
    $0 + $460,681 related

  • Craig T Albanese MD

    PART YEAR DIRECTOR/PRESIDENT

    Total calculated
    $1,460,941
    From this org
    $0
    From related orgs
    $1,407,490
    Other
    $53,451
    Hours/week
    0.1 + 60.6 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,123,435 related
    Bonus
    $0 + $263,555 related
    Other
    $0 + $20,500 related
    Deferred
    $0 + $37,164 related
    Nontaxable benefits
    $0 + $19,941 related
    Filer's total
    $0 + $1,464,595 related

  • Thomas A Owens MD

    PART YEAR DIRECTOR/PRESIDENT

    Total calculated
    $1,491,698
    From this org
    $0
    From related orgs
    $1,441,308
    Other
    $50,390
    Hours/week
    0.1 + 61.6 related

    Schedule J breakdown matched by us

    Base
    $0 + $855,279 related
    Bonus
    $0 + $505,470 related
    Other
    $0 + $80,559 related
    Deferred
    $0 + $37,164 related
    Nontaxable benefits
    $0 + $15,990 related
    Filer's total
    $0 + $1,494,462 related

  • Donna Peter

    PART YEAR DIRECTOR/VICE PRESIDENT

    Total calculated
    $292,390
    From this org
    $0
    From related orgs
    $251,023
    Other
    $41,367
    Hours/week
    0.1 + 40.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $209,773 related
    Bonus
    $0 + $23,250 related
    Other
    $0 + $18,000 related
    Deferred
    $0 + $30,616 related
    Nontaxable benefits
    $0 + $11,372 related
    Filer's total
    $0 + $293,011 related

  • Robert N Willis

    PART YEAR DIRECTOR/TREASURER

    Total calculated
    $738,253
    From this org
    $0
    From related orgs
    $684,760
    Other
    $53,493
    Hours/week
    0.1 + 50.6 related

    Schedule J breakdown matched by us

    Base
    $0 + $447,603 related
    Bonus
    $0 + $216,657 related
    Other
    $0 + $20,500 related
    Deferred
    $0 + $37,164 related
    Nontaxable benefits
    $0 + $17,739 related
    Filer's total
    $0 + $739,663 related

  • Lorna Maxwell

    SECRETARY

    Total calculated
    $194,027
    From this org
    $0
    From related orgs
    $150,616
    Other
    $43,411
    Hours/week
    0.1 + 40.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $150,616 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $18,090 related
    Nontaxable benefits
    $0 + $25,808 related
    Filer's total
    $0 + $194,514 related

  • 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

  • Christy M Gudaitis

    FORMER OFFICER

    Total calculated
    $452,959
    From this org
    $0
    From related orgs
    $398,346
    Other
    $54,613
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $380,346 related
    Bonus
    $0
    Other
    $0 + $18,000 related
    Deferred
    $0 + $37,164 related
    Nontaxable benefits
    $0 + $18,636 related
    Filer's total
    $0 + $454,146 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

None.

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

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 - 20-8075455

    N/A · INVESTMENTS · DE

  • CANYON BLUE INV FD 27-0186996

    N/A · INVESTMENTS · DE

  • LYRICAL BLUE RL PT 27-2994514

    N/A · INVESTMENTS · DE

  • LYRICAL-BLUE RGNT 45-3626577

    N/A · INVESTMENTS · DE

  • SBER LUCKY STRIKE 20-3891303

    N/A · REAL ESTATE · NC

  • MANGUM II LLC - 46-5135858

    N/A · INVESTMENTS · NC

  • LS INVESTOR LLC 20-3891381

    N/A · REAL ESTATE · NC

  • DILWEG BLUE PF LP 47-1225569

    N/A · INVESTMENTS · DE

  • LYRICAL BLUE RL PT IV 47-1542108

    N/A · INVESTMENTS · DE

  • STRATUS SCP II INVESTORS - C LP

    N/A · INVESTMENTS · UK

  • ALTOS HYBRID D LLC - 47-3996176

    N/A · INVESTMENTS · DE

  • BLACKWELL PARTNERS LLC - SERIES C - 81-1264533

    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 - 81-5176567

    N/A · INVESTMENTS · DE

  • DUKE TRIANGLE ENDOSCOPY CENTER LLC

    RELATED INCOME · HEALTHCARE · NC · 51% owned · share of income -$73,271 · share of assets $1,922,199

    Directly controlled by DUKE AFFLIATIONS NETWORK INC

  • LYRICAL-BLUE 100 KINGSHIGHWAY PARTNERS LP

    N/A · INVESTMENTS · DE

  • WASHINGTON GOTHIC LP

    N/A · INVESTMENTS · DE

  • 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 INVES B LLC

    N/A · INVESTMENTS · DE

  • CPF TRIAS INVESTMENT LLC

    N/A · INVESTMENTS · DE

  • 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

    N/A · INVESTMENTS · DE

  • MANGUM III LLC - SERIES A

    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

  • DUKE MEDICINE ASIA PTE LTD

    C · MEDICAL RESEARCH · SN

  • 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 · HEALTHCARE · NC

  • VITA BELLAVISTA CASA 84 SRL

    C · REAL ESTATE · CS

  • VITA BELLAVISTA CASA DIECINUEVE SRL

    C · REAL ESTATE · CS

  • DUKE GLOBAL GERMANY GMBH

    C · EDUCATION · GM

Provenance

Return type
form_990
Tax year
2022
Filed
4 April 2024
IRS schema version
2022v5.0
Source object
202401359349313080

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.