What the amendment changed
Compared with the return it replaced , filed 13 May 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
Listed only on the earlier return
- CHRIS BEYRER MD
- MICHAEL MCCLELLAN
- VICTOR J DZAU MD
Listed only on the later return
- CHRIS BEYRER
- MARK MCCLELLAN
- TERRI SMITH
- VICTOR J DZAU
Listed under a different title
- LISA BOURGET: VICE PRESIDENT/SECRETARY then VICE PRESIDENT/PART YEAR SECRETARY
Totals
- Total revenue
- $1,356,330
- Total expenses
- $1,183,657
- Contributions and grants received
- $305,355
- Grants paid
- $0
- Program services expenses (Part IX)
- $798,212
- Management and general expenses
- $337,722
- Fundraising expenses
- $47,723
- Program service expenses (Part III)
- $798,212
Program services were 67.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
SUSANNA NAGGIE
DIRECTOR
- Total calculated
- $340,179
- From this org
- $0
- From related orgs
- $283,547
- Other
- $56,632
- Hours/week
- 0.1 + 40.1 related
Schedule J breakdown matched by us
- Base
- $0 + $247,692 related
- Bonus
- $0 + $35,855 related
- Other
- $0
- Deferred
- $0 + $36,032 related
- Nontaxable benefits
- $0 + $25,743 related
- Filer's total
- $0 + $345,322 related
-
KRISHNAKUMAR UDAYAKUMAR
DIRECTOR/PRESIDENT
- Total calculated
- $379,389
- From this org
- $0
- From related orgs
- $324,493
- Other
- $54,896
- Hours/week
- 0.1 + 60.2 related
Schedule J breakdown matched by us
- Base
- $0 + $303,993 related
- Bonus
- $0
- Other
- $0 + $20,500 related
- Deferred
- $0 + $37,164 related
- Nontaxable benefits
- $0 + $23,035 related
- Filer's total
- $0 + $384,692 related
-
MARK MCCLELLAN
DIRECTOR
- Total calculated
- $519,619
- From this org
- $0
- From related orgs
- $460,355
- Other
- $59,264
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $436,197 related
- Bonus
- $0 + $3,658 related
- Other
- $0 + $20,500 related
- Deferred
- $0 + $37,164 related
- Nontaxable benefits
- $0 + $23,473 related
- Filer's total
- $0 + $520,992 related
-
VICTOR J DZAU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
NICOLAUS HENKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
CHRIS BEYRER
DIRECTOR
- Total calculated
- $287,010
- From this org
- $0
- From related orgs
- $281,488
- Other
- $5,522
- Hours/week
- 0.1
Schedule J breakdown matched by us
- Base
- $0 + $152,326 related
- Bonus
- $0 + $108,662 related
- Other
- $0 + $20,500 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $6,004 related
- Filer's total
- $0 + $287,492 related
-
SHYAM BISHEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
KATIE THORNSVARD
PART YEAR TREASURER
- Total calculated
- $77,760
- From this org
- $0
- From related orgs
- $67,182
- Other
- $10,578
- Hours/week
- 0.1 + 40 related
-
LISA VARANI
PART YEAR TREASURER
- Total calculated
- $323,175
- From this org
- $0
- From related orgs
- $258,180
- Other
- $64,995
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $228,343 related
- Bonus
- $0 + $10,945 related
- Other
- $0 + $18,892 related
- Deferred
- $0 + $32,941 related
- Nontaxable benefits
- $0 + $32,745 related
- Filer's total
- $0 + $323,866 related
-
LISA BOURGET
VICE PRESIDENT/PART YEAR SECRETARY
- Total calculated
- $254,864
- From this org
- $0
- From related orgs
- $215,798
- Other
- $39,066
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $215,798 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $26,165 related
- Nontaxable benefits
- $0 + $13,630 related
- Filer's total
- $0 + $255,593 related
-
TERRI SMITH
PART YEAR SECRETARY
- Total calculated
- $107,505
- From this org
- $0
- From related orgs
- $90,778
- Other
- $16,727
- Hours/week
- 0 + 40 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 — 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.
-
AMER ASSOC FOR GIFTED CHILDREN - 56-1686219
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · HEALTHCARE · NC
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
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
Directly controlled by DUKE UNIVERSITY HEALTH SYSTEM INC
-
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · HEALTHCARE · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
DUKE UNIV SCH OF MED RESEARCH FDN 56-2247203
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) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · INVESTMENTS · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · INVESTMENTS · NC
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
Directly controlled by DUKE UNIVERSITY HEALTH SYSTEM INC
-
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
-
THE LORD FDN OF NORTH CAROLINA
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
Directly controlled by DUKE UNIVERSITY HEALTH SYSTEM INC
-
501(C)(1) · BANKING · NC
-
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY HEALTH SYSTEM INC
-
DUKE HEALTH INTEGRATED PRACTICE INC
501(C)(3) · HEALTHCARE · NC
Directly controlled by DUKE UNIVERSITY
-
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
Directly controlled by DUKE UNIVERSITY HEALTH SYSTEM INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 16 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202421379349301652
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