DUKE UNIVERSITY HEALTH SYSTEM INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DUKE UNIVERSITY HEALTH SYSTEM INC (EIN 56-2070036)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202641359349301294
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T09:10:29-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562070036 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUKE UNIVERSITY HEALTH SYSTEM INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DUKE | BusinessNameControlTxt |
| Phone | 9196841860 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 W MAIN STREET STE 300 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA M GOODLETT | PersonNm |
| Person Title | SENIOR VP, CFO, TREASURER | PersonTitleTxt |
| Phone | 9196841860 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THOMAS A OWENS MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 DOUGLAS ST STE 700 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,566,867,630 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.DUKEHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O FOR ORGANIZATION'S MISSION STATEMENT | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 27913 | TotalEmployeeCnt |
| Total Volunteers | 840 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,430,372 | PYContributionsGrantsAmt |
| CY Contributions Grants | $22,693,142 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,330,811,108 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,656,796,724 | CYProgramServiceRevenueAmt |
| PY Investment Income | $295,728,981 | PYInvestmentIncomeAmt |
| CY Investment Income | $296,004,546 | CYInvestmentIncomeAmt |
| PY Other Revenue | $133,330,171 | PYOtherRevenueAmt |
| CY Other Revenue | $189,615,154 | CYOtherRevenueAmt |
| PY Total Revenue | $5,766,300,632 | PYTotalRevenueAmt |
| CY Total Revenue | $6,165,109,566 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,834,150 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,180,270 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,271,542,301 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,366,707,000 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $371,437 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,800,243,408 | PYOtherExpensesAmt |
| CY Other Expenses | $3,030,609,171 | CYOtherExpensesAmt |
| PY Total Expenses | $5,073,619,859 | PYTotalExpensesAmt |
| CY Total Expenses | $5,399,496,441 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $692,680,773 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $765,613,125 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,567,717,732 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,966,684,526 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,007,778,584 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,293,100,431 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,559,939,148 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,673,584,095 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,579,795,039 | ExpenseAmt |
| Grant | $2,180,270 | GrantAmt |
| Revenue | $5,798,226,085 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $4,579,795,039 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 649 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 27913 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | SW | ForeignCountryCd |
| Foreign Country | NO | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | HU | ForeignCountryCd |
| Foreign Country | IS | ForeignCountryCd |
| Foreign Country | BD | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | LU | ForeignCountryCd |
| Foreign Country | PL | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETSY CASSIDY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9196688910 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DUHS INC 615 DOUGLAS STREET SUITE | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| VINCENT E PRICE | ||||||||||
| DIRECTOR | 3.00 | 48.30 | Yes (X) | $0 | $2,137,417 | $62,628 | ||||
| MARY E KLOTMAN MD | ||||||||||
| DIRECTOR | 12.00 | 49.20 | Yes (X) | $0 | $1,522,644 | $58,317 | ||||
| ERIK PAULSON | ||||||||||
| DIRECTOR | 1.00 | 60.00 | Yes (X) | $0 | $1,002,049 | $73,226 | ||||
| LESLIE E BAINS | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| GAIL BELVETT MD DDS | ||||||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $616 | $0 | ||||
| DENISE BENNETT | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| FEDERICO MANON | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CARMICHAEL S ROBERTS JR | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| NANCY M SCHLICHTING | ||||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAURENE SPERLING | ||||||||||
| DIRECTOR | 8.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| CRAIG T ALBANESE MD | ||||||||||
| DIRECTOR/CEO | 42.00 | 0.20 | Yes (X) | $2,279,485 | $0 | $59,414 | Yes (X) | |||
| G RICHARD WAGONER JR | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DENISE BARNES | ||||||||||
| DIRECTOR | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETER GROSSI | ||||||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $1,076,490 | $54,947 | ||||
| GARHENG KONG MD | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS H LISTER | ||||||||||
| DIRECTOR | 6.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALISON TOTH | ||||||||||
| DIRECTOR | 1.00 | 60.00 | Yes (X) | $8,482 | $1,031,831 | $49,664 | ||||
| GERALD HASSELL | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| HOWARD FRANCIS MD | ||||||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $1,010,605 | $62,358 | ||||
| AMANDA RICHARDS | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ADAM SILVER | ||||||||||
| DIRECTOR | 2.00 | 6.10 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS A OWENS MD | ||||||||||
| EXECUTIVE VP, DUHS & COO | 55.00 | 0.80 | $1,853,877 | $0 | $76,073 | Yes (X) | ||||
| MONTE D BROWN MD | ||||||||||
| VP FOR ADMINISTRATION/SECRETARY | 60.00 | 0.20 | $2,213,088 | $0 | $55,851 | Yes (X) | ||||
| LISA M GOODLETT | ||||||||||
| SENIOR VP, CFO, TREASURER | 50.00 | 0.80 | $1,253,560 | $0 | $62,316 | Yes (X) | ||||
| KATIE MCKITTRICK | ||||||||||
| PART YEAR SECRETARY | 40.00 | 0.00 | $220,868 | $0 | $46,784 | Yes (X) | ||||
| MARY K MARTIN | ||||||||||
| CHIEF OPERATING OFFICER, DUH | 40.00 | 0.00 | $1,151,375 | $0 | $79,565 | Yes (X) | ||||
| BARBARA M GRIFFITH MD | ||||||||||
| PRESIDENT, DUKE RALEIGH HOSPITAL | 40.00 | 0.00 | $673,969 | $0 | $68,011 | Yes (X) | ||||
| DEVDUTTA SANGVAI MD | ||||||||||
| PRESIDENT, DUKE REGIONAL HOSPITAL | 60.00 | 0.20 | $631,801 | $5,250 | $181,170 | Yes (X) | ||||
| TERRY MCDONNELL | ||||||||||
| SVP-PART YEAR PATIENT CARE | 40.00 | 0.10 | $675,480 | $0 | $71,308 | Yes (X) | ||||
| JASON CARTER | ||||||||||
| INTERIM PRESIDENT, DUKE REGIONAL HOSPITAL | 55.00 | 0.20 | $457,658 | $0 | $79,671 | Yes (X) | ||||
| BRYAN YOURICH | ||||||||||
| CHIEF PHARMACY OFFICER, DUHS | 40.00 | 0.00 | $416,477 | $0 | $62,810 | Yes (X) | ||||
| GREGORY PAULY | ||||||||||
| PRESIDENT DUH/ACUTE CARE SERVICES/VICE DEAN SOM | 60.00 | 1.00 | $1,420,831 | $65,000 | $79,404 | Yes (X) | ||||
| RICHARD P SHANNON MD | ||||||||||
| CHIEF QUALITY OFFICER | 40.00 | 0.20 | $1,173,438 | $5,000 | $59,329 | Yes (X) | ||||
| JEFFREY M FERRANTI | ||||||||||
| VP & CHIEF DIGITAL OFFICE | 40.00 | 0.00 | $1,126,154 | $211,189 | $77,229 | Yes (X) | ||||
| KEITH STOVER | ||||||||||
| VP FINANCE/COO, PRMO | 40.00 | 0.00 | $915,292 | $0 | $71,448 | Yes (X) | ||||
| RHONDA BRANDON | ||||||||||
| CHIEF HR OFFICER | 40.00 | 0.10 | $907,056 | $0 | $74,213 | Yes (X) | ||||
| JOHN A QUELCH | ||||||||||
| EXECUTIVE VICE CHANCELLOR, DKU | 25.00 | 15.00 | $855,423 | $411,254 | $73,505 | Yes (X) | ||||
| WILLIAM J FULKERSON MD | ||||||||||
| FORMER OFFICER | 17.00 | 39.00 | $201,901 | $448,111 | $49,534 | Yes (X) | ||||
| ROBERT N WILLIS | ||||||||||
| FORMER OFFICER | 50.00 | 0.30 | $799,072 | $0 | $60,996 | Yes (X) | ||||
| A EUGENE WASHINGTON MD | ||||||||||
| CHANCELLOR EMERITUS FOR HEALTH AFF. | 0.00 | 33.00 | $0 | $2,285,670 | $71,327 | Yes (X) | ||||
| MARY ANN FUCHS | ||||||||||
| FORMER KEY EMPLOYEE | 50.00 | 0.00 | $102,863 | $0 | $13,289 | Yes (X) | ||||
| LEIGH BLEECKER | ||||||||||
| FORMER KEY EMPLOYEE | 0.10 | 65.10 | $539,968 | $0 | $57,054 | Yes (X) | ||||
| PRISCILLA RAMSEUR | ||||||||||
| FORMER KEY EMPLOYEE | 50.00 | 0.10 | $381,982 | $0 | $51,809 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $20,260,100 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $11,213,126 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,943,250 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5375 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KERNODLE CLINIC INC | |||||
| 1234 HUFFMAN MILL RD | BURLINGTON | NC | 27215 | MEDICAL SERVICES | $38,177,475 |
| VAYA WORKFORCE SOLUTIONS LLC | |||||
| PO BOX 713427 | CHICAGO | IL | 60601 | CONTRACT NURSING | $31,693,840 |
| ARAMARK SERVICES INC | |||||
| 1101 MARKET ST 12TH FLOOR | PHILADELPHIA | PA | 19107 | FOOD SERVICES | $23,909,807 |
| ROBINS & MORTON GROUP | |||||
| PO BOX 11407 DEPT 5870 | BIRMINGHAM | AL | 35209 | CONSTRUCTION SERVICES | $15,949,732 |
| C T WILSON CONSTRUCTION CO INC | |||||
| 150 GOLDEN DR 200 | DURHAM | NC | 27705 | CONSTRUCTION SERVICES | $10,283,620 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 395 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $85,170 | FundraisingAmt |
| Government Grants | $1,325,401 | GovernmentGrantsAmt |
| All Other Contributions | $21,282,571 | AllOtherContributionsAmt |
| Noncash Contributions | $184,899 | NoncashContributionsAmt |
| Total Contributions | $22,693,142 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PATIENT REVENUE | 622110 | $5,586,790,990 | $5,586,790,990 |
| ANCILLARY MEDICAL SVCS | 622110 | $70,005,734 | $70,005,734 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,656,796,724 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $103,223,741 | TotalRevenueColumnAmt |
| Exclusion | $103,223,741 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,676,368 | TotalRevenueColumnAmt |
| Exclusion | $6,676,368 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,453,639 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,213,040 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $240,599 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $240,599 | TotalRevenueColumnAmt |
| Exclusion | $240,599 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,593,240,358 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,400,459,553 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $192,780,805 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $192,780,805 | TotalRevenueColumnAmt |
| Exclusion | $192,780,805 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $175,720 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $85,170 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $85,471 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,249 | TotalRevenueColumnAmt |
| Exclusion | $90,249 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| BILLING FEES | 622110 | $74,141,565 | $74,141,565 | |
| NET BENEFIT COMPONENTS | 622110 | $67,254,000 | $67,254,000 | |
| DEEMED DIVIDEND | 622110 | $19,965,031 | $19,965,031 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,247,342 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,796 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $21,213,546 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $182,607,938 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,165,109,566 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,798,226,085 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $344,190,339 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,075,662 | TotalAmt |
| Program Services | $2,075,662 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,508 | TotalAmt |
| Program Services | $83,508 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,100 | TotalAmt |
| Program Services | $21,100 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,053,709 | TotalAmt |
| Program Services | $1,971,382 | ProgramServicesAmt |
| Management And General | $14,755,288 | ManagementAndGeneralAmt |
| Fundraising | $327,039 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,456,984 | TotalAmt |
| Program Services | $293,346 | ProgramServicesAmt |
| Management And General | $2,163,638 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,867,312,998 | TotalAmt |
| Program Services | $1,424,531,547 | ProgramServicesAmt |
| Management And General | $442,781,451 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,437,151 | TotalAmt |
| Program Services | $98,229,787 | ProgramServicesAmt |
| Management And General | $31,207,364 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,437,360 | TotalAmt |
| Program Services | $186,836,453 | ProgramServicesAmt |
| Management And General | $41,582,855 | ManagementAndGeneralAmt |
| Fundraising | $18,052 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,008,798 | TotalAmt |
| Program Services | $92,300,495 | ProgramServicesAmt |
| Management And General | $29,700,107 | ManagementAndGeneralAmt |
| Fundraising | $8,196 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,482,326 | TotalAmt |
| Program Services | $23,369,224 | ProgramServicesAmt |
| Management And General | $113,102 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,681,397 | TotalAmt |
| Program Services | $770,282 | ProgramServicesAmt |
| Management And General | $5,911,115 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $644,490 | TotalAmt |
| Management And General | $644,490 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,540,385 | TotalAmt |
| Program Services | $6,540,385 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,504,795 | TotalAmt |
| Program Services | $111,308,657 | ProgramServicesAmt |
| Management And General | $146,196,138 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,820,205 | TotalAmt |
| Program Services | $33,112 | ProgramServicesAmt |
| Management And General | $3,786,553 | ManagementAndGeneralAmt |
| Fundraising | $540 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,507,577 | TotalAmt |
| Program Services | $33,601,225 | ProgramServicesAmt |
| Management And General | $14,885,983 | ManagementAndGeneralAmt |
| Fundraising | $20,369 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,057,797 | TotalAmt |
| Program Services | $6,728,529 | ProgramServicesAmt |
| Management And General | $84,328,944 | ManagementAndGeneralAmt |
| Fundraising | $324 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,237,391 | TotalAmt |
| Program Services | $61,901,603 | ProgramServicesAmt |
| Management And General | $26,335,788 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,264,061 | TotalAmt |
| Program Services | $15,675,578 | ProgramServicesAmt |
| Management And General | $1,587,291 | ManagementAndGeneralAmt |
| Fundraising | $1,192 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,907,132 | TotalAmt |
| Program Services | $1,294,631 | ProgramServicesAmt |
| Management And General | $5,611,808 | ManagementAndGeneralAmt |
| Fundraising | $693 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,068,054 | TotalAmt |
| Program Services | $70,068,054 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,472,396 | TotalAmt |
| Program Services | $151,707,190 | ProgramServicesAmt |
| Management And General | $18,765,206 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,552,184 | TotalAmt |
| Program Services | $2,552,184 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $1,652,200,872 | $1,652,200,872 | |
| STATE PROVIDER ASSESS. | $331,709,239 | $331,709,239 | |
| MEDICAL DIRECTOR & COV. | $150,336,312 | $150,336,312 | |
| EQUIPMENT RENTAL & MAIN | $130,184,578 | $97,423,903 | $32,760,675 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$27,562,020 | TotalAmt |
| Program Services | $56,230,779 | ProgramServicesAmt |
| Management And General | -$83,787,831 | ManagementAndGeneralAmt |
| Fundraising | -$4,968 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,399,496,441 | TotalAmt |
| Program Services | $4,579,795,039 | ProgramServicesAmt |
| Management And General | $819,329,965 | ManagementAndGeneralAmt |
| Fundraising | $371,437 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,008 | BOYAmt |
| EOY | $94,529 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,323,432 | BOYAmt |
| EOY | $432,556,014 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,134,231 | BOYAmt |
| EOY | $3,541,810 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $710,495,762 | BOYAmt |
| EOY | $824,514,621 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,977 | BOYAmt |
| EOY | $50,876 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,004,704 | BOYAmt |
| EOY | $137,082,976 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,130,849 | BOYAmt |
| EOY | $42,476,489 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,827,047,676 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,826,694,949 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000,763,666 | BOYAmt |
| EOY | $2,000,352,727 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $901,451,389 | BOYAmt |
| EOY | $791,875,611 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,636,061,648 | BOYAmt |
| EOY | $3,826,505,713 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,218,074 | BOYAmt |
| EOY | $31,533,324 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $885,965,992 | BOYAmt |
| EOY | $876,099,836 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,567,717,732 | BOYAmt |
| EOY | $8,966,684,526 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $429,058,277 | BOYAmt |
| EOY | $502,861,301 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,892,426 | BOYAmt |
| EOY | $10,205,585 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $572,621,422 | BOYAmt |
| EOY | $714,047,847 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $298,730,708 | BOYAmt |
| EOY | $398,970,472 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,698,475,751 | BOYAmt |
| EOY | $1,667,015,226 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,007,778,584 | BOYAmt |
| EOY | $3,293,100,431 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,494,921,685 | BOYAmt |
| EOY | $5,588,135,850 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,017,463 | BOYAmt |
| EOY | $85,448,245 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,559,939,148 | BOYAmt |
| EOY | $5,673,584,095 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,567,717,732 | BOYAmt |
| EOY | $8,966,684,526 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $765,613,125 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $79,632,645 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$731,600,823 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $160,948 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $179,746 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $340,694 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1, LOBBYING ACTIVITIES: | FormAndLineReferenceDesc |
| Explanation | DUKE UNIVERSITY HEALTH SYSTEM, INC. EMPLOYS STAFF WHO PERFORM SOME LOBBYING ACTIVITIES AS PART OF THEIR JOB RESPONSIBILITIES. THESE SAME EMPLOYEES HAVE AND SOME SENIOR LEADERS MAY HAVE DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, AND GOVERNMENT OFFICIALS. DUKE UNIVERSITY HEALTH SYSTEM, INC. PAYS MEMBERSHIP DUES TO OTHER ORGANIZATIONS. PER THE MEMBERSHIP DUES INVOICES, SOME OF THESE ORGANIZATIONS PROVIDE A DISCLOSURE OF LOBBYING PERCENTAGE OF THE DUES RECEIVED. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,017,463 | BeginningYearBalanceAmt |
| Contributions | $23,521,289 | ContributionsAmt |
| Investment Earnings Or Losses | $1,291,238 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,381,745 | OtherExpendituresAmt |
| End Year Balance | $85,448,245 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,980,241 | BeginningYearBalanceAmt |
| Contributions | $7,999,982 | ContributionsAmt |
| Investment Earnings Or Losses | $1,080,778 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,043,537 | OtherExpendituresAmt |
| End Year Balance | $65,017,463 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,427,577 | BeginningYearBalanceAmt |
| Contributions | $10,278,031 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,178,352 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,547,015 | OtherExpendituresAmt |
| End Year Balance | $60,980,241 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,699,445 | BeginningYearBalanceAmt |
| Contributions | $5,159,602 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,443,178 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $19,988,293 | OtherExpendituresAmt |
| End Year Balance | $57,427,577 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,559,614 | BeginningYearBalanceAmt |
| Contributions | $12,795,429 | ContributionsAmt |
| Investment Earnings Or Losses | $14,542,065 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,197,663 | OtherExpendituresAmt |
| End Year Balance | $74,699,445 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.55559 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.44441 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $87,163,715 | OtherCostOrOtherBasisAmt |
| Book Value | $87,163,715 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,167,125,457 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,503,344,849 | DepreciationAmt |
| Book Value | $1,663,780,608 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,069,036,795 | OtherCostOrOtherBasisAmt |
| Depreciation | $867,532,258 | DepreciationAmt |
| Book Value | $201,504,537 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $503,721,709 | OtherCostOrOtherBasisAmt |
| Depreciation | $455,817,842 | DepreciationAmt |
| Book Value | $47,903,867 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,000,352,727 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE CAPITAL | $1,528,520,833 | F |
| HEDGE FUNDS | $1,086,003,337 | F |
| CASH & CASH EQUIVALENTS | $612,968,883 | F |
| NATURAL RESOURCES | $261,895,567 | F |
| REAL ESTATE | $172,545,044 | F |
| OTHER INVESTMENTS | $164,572,049 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,826,505,713 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT-OF-USE OPERATING LEASE ASSETS | $464,251,474 |
| PREPAID PENSION ASSET | $189,583,000 |
| ESTIMATED THIRD PARTY PAYOR SETTLEMENT | $148,199,953 |
| OTHER NON-CURRENT ASSETS | $74,065,409 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $876,099,836 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)
| DescDesc | AmtAmt |
|---|---|
| TAXABLE BOND LIABILITY | $876,522,593 |
| RIGHT-OF-USE OPERATING LEASE LIABILITIES | $494,937,844 |
| FINANCE LEASE LIABILITIES | $134,622,659 |
| POST RETIREMENT BENEFIT OBLIGATION | $50,523,000 |
| 457 PLAN OBLIGATIONS | $37,635,013 |
| PROFESSIONAL LIABILITY COSTS | $20,626,598 |
| DERIVATIVE INSTRUMENTS | $17,615,803 |
| OTHER NON-CURRENT LIABILITIES | $34,531,716 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,667,015,226 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INTENDED USE FOR THE ORGANIZATION'S ENDOWMENT: GENERATE EARNINGS AND SUBSEQUENT DISTRIBUTIONS TO SUPPORT CAPITAL PURCHASES, OFFSET OPERATING COSTS, IMPROVE PATIENT SAFETY, SUPPORT THE NEEDS OF PATIENTS AND FAMILIES, AND FUND OTHER PROGRAMS CONSISTENT WITH THE CHARITABLE MISSION OF THE INSTITUTION. |
| PART X, LINE 2: | DUKE UNIVERSITY HEALTH SYSTEM, INC. ADOPTED THE REQUIREMENTS OF FASB ASC 740 AND CONSIDERED ITS TAX POSITIONS. BASED ON THAT ANALYSIS, THE PROVISIONS OF FASB ASC 740 ARE DEEMED IMMATERIAL TO THE DUKE UNIVERSITY HEALTH SYSTEM, INC. FINANCIAL STATEMENTS AND THEREFORE NO FASB ASC 740 SPECIFIC DISCLOSURES ARE MADE IN THE AUDITED FINANCIAL STATEMENTS OF DUKE UNIVERSITY HEALTH SYSTEM, INC. AND ITS AFFILIATES FOR FISCAL YEAR ENDED JUNE 30, 2025. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | $391,245,000 | |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | SEMINAR | $8,000 | |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | PROGRAM SERVICES | $12,000 | STUDY ABROAD |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | SEMINAR | $47,000 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | SEMINAR | $19,000 | |
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 0 | 0 | SEMINAR | $2,000 | |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | SEMINAR | $10,000 | |
| SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, | 0 | 0 | GRANTMAKING | $1,000 | |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | 0 | 0 | GRANTMAKING | $20,000 | |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | 0 | 0 | SEMINAR | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $391,344,000 | SubtotalSpentAmt |
| Continuation Spent | $22,000 | ContinuationSpentAmt |
| Total Spent | $391,366,000 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SUB-SAHARAN AFRICA | RegionTxt |
| Cash Grant | $0 | CashGrantAmt |
| Non Cash Assistance | $18,000 | NonCashAssistanceAmt |
| Description Of Non Cash Asst | MEDICAL EQUIPMENT | DescriptionOfNonCashAsstTxt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | DUKE UNIVERSITY HEALTH SYSTEM, INC. PERIODICALLY APPROVES NONCASH ASSISTANCE OR TRANSFERS MEDICAL EQUIPMENT AND SUPPLIES TO ORGANIZATIONS OUTSIDE THE UNITED STATES, USUALLY IN RESPONSE TO NATURAL DISASTERS. THE ORGANIZATIONS AWARDED THE ASSISTANCE MUST MONITOR THE APPROPRIATE USE OF THE ASSISTANCE TO ENSURE COMPLIANCE WITH LAWS, REGULATIONS, AND ANY TERMS AND CONDITIONS OF THE TRANSFER. SUBRECIPIENTS ARE NOT PERMITTED UNDER THE TERMS OF THE TRANSFER. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $260,890 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $85,170 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $175,720 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $30,360 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $43,406 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $10,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,205 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $260,890 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $85,170 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $175,720 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $30,360 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $43,406 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $10,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,205 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $85,471 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $90,249 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE G, PART I, LINE 2B | FormAndLineReferenceDesc |
| Explanation | DUKE UNIVERSITY HEALTH SYSTEM, INC. SUPPORTS THE FUNDRAISING ACTIVITIES PERFORMED BY EMPLOYEES OF DUKE UNIVERSITY. SUCH ACTIVITIES ARE DESIGNED TO DEVELOP SUPPORT FOR BOTH THE UNIVERSITY AND THE DUKE UNIVERSITY HEALTH SYSTEM, INC.'S EDUCATIONAL, RESEARCH AND HEALTHCARE PURPOSES. DUKE UNIVERSITY RECEIVES AND DIRECTS THE CONTRIBUTIONS AS APPROPRIATE TO DUKE UNIVERSITY HEALTH SYSTEM, INC. DUKE UNIVERSITY HEALTH SYSTEM, INC. HAS NOT ENTERED INTO ANY ARRANGEMENTS WITH FUNDRAISERS UNDER WHICH THE ORGANIZATION MADE PAYMENTS EXCLUSIVELY FOR SUCH EXPENSES BUT NOT FOR PROFESSIONAL FUNDRAISING SERVICES. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent300 | Yes (X) | Percent300Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $167,472,118 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $167,472,118 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03100 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $58,075,510 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $58,075,510 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01080 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $225,547,628 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $225,547,628 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04180 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $3,218,190 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $3,218,190 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00060 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $122,712,488 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $28,574,650 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $94,137,838 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01740 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $15,416,207 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $15,416,207 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00290 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $141,346,885 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $28,574,650 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $112,772,235 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02090 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $366,894,513 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $28,574,650 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $338,319,863 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06270 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $0 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $630,529,259 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $775,731,764 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$145,202,505 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 3 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (3 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Website AddressWebsiteAddressTxt | State LicenseStateLicenseNum | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Childrens HospitalChildrensHospitalInd | Teaching HospitalTeachingHospitalInd | Research FacilityResearchFacilityInd | Emergency Room24 HrsEmergencyRoom24HrsInd | Facility Reporting GroupFacilityReportingGroupCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DUKE UNIVERSITY HOSPITAL (UNIV CAMPUS) | ||||||||||||||
| 1 | 2301 ERWIN ROADPRIMARY DURHAM | CAMPUS | DURHAM | NC | 27710 | HTTP://WWW.DUKEHEALTH.ORG | H0015 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | A |
| DUKE RALEIGH HOSPITAL A CAMPUS OF DUH | ||||||||||||||
| 2 | 3400 WAKE FOREST ROAD PRIMARY | CAMPUS | RALEIGH | NC | 27609 | HTTP://WWW.DUKEHEALTH.ORG | H0238 | Yes (X) | Yes (X) | Yes (X) | ||||
| DUKE REGIONAL HOSPITAL | ||||||||||||||
| 3 | 3643 ROXBORO ROAD | DURHAM | NC | 27704 | HTTP://WWW.DUKEHEALTH.ORG | H0233 | Yes (X) | Yes (X) | Yes (X) | A | ||||
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp (2 entries)
| First Licensed CY Or PYFirstLicensedCYOrPYInd | Tax Exempt Hospital CY Or PYTaxExemptHospitalCYOrPYInd | CHNA ConductedCHNAConductedInd | Community DefinitionCommunityDefinitionInd | Community DemographicsCommunityDemographicsInd | Existing ResourcesExistingResourcesInd | How Data ObtainedHowDataObtainedInd | Community Health NeedsCommunityHealthNeedsInd | Other Health IssuesOtherHealthIssuesInd | Community Hlth Needs Id ProcessCommunityHlthNeedsIdProcessInd | Consulting ProcessConsultingProcessInd | Prior CHNA ImpactPriorCHNAImpactInd | CHNA ConductedCHNAConductedYr | Take Into Account Others InputTakeIntoAccountOthersInputInd | CHNA Conducted With Other FcltsCHNAConductedWithOtherFcltsInd | CHNA Conducted With Non FcltsCHNAConductedWithNonFcltsInd | CHNA Report Widely AvailableCHNAReportWidelyAvailableInd | Rpt Available On Own WebsiteRptAvailableOnOwnWebsiteInd | Own Website URLOwnWebsiteURLTxt | Other WebsiteOtherWebsiteInd | Other Website URLOtherWebsiteURLTxt | Paper Copy Public InspectionPaperCopyPublicInspectionInd | Implementation Strategy AdoptImplementationStrategyAdoptInd | Implementation Strategy AdptImplementationStrategyAdptYr | Strategy Posted WebsiteStrategyPostedWebsiteInd | Strategy Website URLStrategyWebsiteURLTxt | Organization Incur Excise TaxOrganizationIncurExciseTaxInd | Elig Criteria ExplainedEligCriteriaExplainedInd | FPG Family Incm Lmt Free DscntFPGFamilyIncmLmtFreeDscntInd | FPG Family Incm Lmt Free CareFPGFamilyIncmLmtFreeCarePct | FPG Family Incm Lmt Dscnt CareFPGFamilyIncmLmtDscntCarePct | Medical Indigency CriteriaMedicalIndigencyCriteriaInd | Insurance Status CriteriaInsuranceStatusCriteriaInd | Underinsurance Stat CriteriaUnderinsuranceStatCriteriaInd | Residency CriteriaResidencyCriteriaInd | Explained BasisExplainedBasisInd | App Financial Asst ExplnAppFinancialAsstExplnInd | Described InfoDescribedInfoInd | Described Suprt DocDescribedSuprtDocInd | Provided Hospital ContactProvidedHospitalContactInd | Provided Nonprofit ContactProvidedNonprofitContactInd | Includes Publicity MeasuresIncludesPublicityMeasuresInd | FAP Available On WebsiteFAPAvailableOnWebsiteInd | FAP Available On Website URLFAPAvailableOnWebsiteURLTxt | FAP App Available On WebsiteFAPAppAvailableOnWebsiteInd | FAP App Available On Website URLFAPAppAvailableOnWebsiteURLTxt | FAP Summary On WebsiteFAPSummaryOnWebsiteInd | FAP Summary On Website URLFAPSummaryOnWebsiteURLTxt | FAP Avlbl On Request No ChargeFAPAvlblOnRequestNoChargeInd | FAP App Avlbl On Request No ChrgFAPAppAvlblOnRequestNoChrgInd | FAP Sum Avlbl On Request No ChrgFAPSumAvlblOnRequestNoChrgInd | Notified FAP Copy Bill DisplayNotifiedFAPCopyBillDisplayInd | Communtity Notified FAPCommuntityNotifiedFAPInd | FAP TranslatedFAPTranslatedInd | Other PublicityOtherPublicityInd | FAP Actions On NonpaymentFAPActionsOnNonpaymentInd | Permit No ActionsPermitNoActionsInd | Collection ActivitiesCollectionActivitiesInd | Made Effort Orally NotifyMadeEffortOrallyNotifyInd | Processed FAP ApplicationProcessedFAPApplicationInd | Made Presumptive Elig DetermMadePresumptiveEligDetermInd | Nondis Emergency Care PolicyNondisEmergencyCarePolicyInd | Look Back Medicare PrivateLookBackMedicarePrivateInd | Amounts Generally BilledAmountsGenerallyBilledInd | Gross ChargesGrossChargesInd | FacilityFacilityNum |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DUKE UNIVERSITYDUKE REGIONAL HOSPITALS | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 0 | 0 | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 24 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | Yes (X) | HTTP://CORPORATE.DUKEHEALTH.ORG/COMMUNITY | Yes (X) | WWW.HEALTHYDURHAM.ORG | Yes (X) | Yes (1) | 24 | Yes (1) | HTTP://CORPORATE.DUKEHEALTH.ORG/COMMUNITY | 0 | Yes (1) | Yes (X) | 200.000000000000 | 300.000000000000 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | HTTP://WWW.DUKEHEALTH.ORG | Yes (X) | HTTP://WWW.DUKEHEALTH.ORG | Yes (X) | HTTP://WWW.DUKEHEALTH.ORG | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | Yes (1) | |
| DUKE RALEIGH HOSPITAL | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 0 | 0 | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 22 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | Yes (X) | HTTP://CORPORATE.DUKEHEALTH.ORG/COMMUNITY | Yes (X) | HTTP://WWW.LIVEWELLWAKE.ORG | Yes (X) | Yes (1) | 22 | Yes (1) | HTTP://CORPORATE.DUKEHEALTH.ORG/COMMUNITY | 0 | Yes (1) | Yes (X) | 200.000000000000 | 300.000000000000 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | HTTP://WWW.DUKEHEALTH.ORG | Yes (X) | HTTP://WWW.DUKEHEALTH.ORG | Yes (X) | HTTP://WWW.DUKEHEALTH.ORG | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | Yes (1) | 2 |
Supplemental Information SupplementalInformationGrp (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| NOTE: THIS SCHEDULE H CONTAINS REFERENCES TO DUKE AND DUKE HEALTH WHICH ARE | MEANT TO ENCOMPASS FOR THE PURPOSES OF THIS SCHEDULE DUKE UNIVERSITY HEALTH SYSTEM (DUHS), DUKE UNIVERSITY SCHOOL OF MEDICINE, AND DUKE UNIVERSITY SCHOOL OF NURSING. PART V, SECTION B:GROUP A - FACILITY 1 - DUKE UNIVERSITY HOSPITALPART V, SECTION B, LINE 5: DUKE UNIVERSITY HOSPITAL ("DUH") DUH COLLABORATES WITH THE PARTNERSHIP FOR A HEALTHY DURHAM (THE STATE CERTIFIED HEALTHY CAROLINIANS GROUP) AND THE DURHAM COUNTY HEALTH DEPARTMENT TO CONDUCT THE DURHAM COUNTY COMMUNITY HEALTH ASSESSMENT AND DEVELOPS STRATEGIES TO ADDRESS IDENTIFIED NEEDS. FACULTY AND STAFF OF DUH AND FROM ACROSS DUKE UNIVERSITY SERVE ON THE PARTNERSHIP FOR A HEALTHY DURHAM COMMITTEES.THE 2023 COMMUNITY HEALTH ASSESSMENT REPORT WAS PUBLISHED BY DURHAM COUNTY IN 2024. THE 2023 ASSESSMENT PROCESS INCLUDED 205 COUNTY-WIDE SURVEYS ADMINISTERED BY MORE THAN 50 VOLUNTEERS AND 176 COMUNIDAD LATINA SAMPLE SURVEYS ADMINISTERED BY SEVEN PAID CONTRACTORS. COMMUNITY MEMBERS, PARTNERSHIP FOR A HEALTHY DURHAM MEMBERS, STAFF FROM DURHAM COUNTY DEPARTMENT OF PUBLIC HEALTH AND DUKE UNIVERSITY, AND CONTRACTORS ADMINISTERED THE SURVEYS BETWEEN SEPTEMBER OF 2022 AND APRIL OF 2023. LISTENING SESSIONS CONDUCTED THROUGHOUT DURHAM DISPLAYED SURVEY RESULTS AND ENGAGED COMMUNITY MEMBERS IN DETERMINING THE TOP HEALTH PRIORITIES. THE COMMUNITY HEALTH ASSESSMENT TEAM - COMPRISED OF REPRESENTATIVES FROM DUKE UNIVERSITY HEALTH SYSTEM, LOCAL UNIVERSITIES, LOCAL GOVERNMENT, SCHOOLS, NON-PROFIT ORGANIZATIONS AND BUSINESSES WORKED TO DIRECT THE ACTIVITIES OF THE ASSESSMENT AND PROVIDE WRITTEN CONTENT AND EXPERTISE ON ISSUES OF INTEREST. THIS JOINT CHNA AND RELATED IMPLEMENTATION PLAN WAS ADOPTED BY THE DUHS BOARD OF DIRECTORS AND PUBLISHED ON THE DUKE HEALTH WEBSITE IN FISCAL YEAR 2025 (TAX YEAR 2024).GROUP A - FACILITY 1 - DUKE UNIVERSITY HOSPITALPART V, SECTION B, LINE 6A: DUKE REGIONAL HOSPITAL ("DRH")GROUP A - FACILITY 1 - DUKE UNIVERSITY HOSPITALPART V, SECTION B, LINE 6B: THE PARTNERSHIP FOR A HEALTHY DURHAM AND THE DURHAM COUNTY HEALTH DEPARTMENTGROUP A - FACILITY 1 - DUKE UNIVERSITY HOSPITALPART V, SECTION B, LINE 11: THE FIVE HEALTH PRIORITY AREAS IDENTIFIED BY THE CHNA FOR FISCAL YEARS 2025-2027 ARE LISTED BELOW AND REMAIN THE SAME AS THOSE IDENTIFIED IN THE PREVIOUS CHNA EXCEPT FOR THE THIRD PRIORITY - POVERTY. IN THE LATEST ASSESSMENT "VIOLENT CRIME" WAS THE THIRD HEALTH PRIORITY NAMED, BUT IN CONSIDERATION OF UTILIZING AN ASSETS-BASED APPROACH, THE PRIORITY BROADENED TO "COMMUNITY SAFETY AND WELLBEING": 1. AFFORDABLE HOUSING 2. ACCESS TO HEALTHCARE AND HEALTH INSURANCE3. COMMUNITY SAFETY AND WELLBEING 4. MENTAL HEALTH 5. PHYSICAL ACTIVITY, NUTRITION AND FOOD ACCESS THE DUKE UNIVERSITY HOSPITAL IMPLEMENTATION PLAN CONTAINING DETAILED DESCRIPTIONS OF HOW DUKE HOSPITAL PLANS TO ADDRESS EACH PRIORITY ALONG WITH PROGRESS REPORTS CAN BE FOUND ON THE DUKEHEALTH.ORG WEBSITE. DUH CONSIDERS THE IMPLEMENTATION PLAN TO BE A "WORKING PLAN" THAT WILL CONTINUE TO EVOLVE OVER THE THREE-YEAR PERIOD IN ORDER TO ENSURE THE EFFICACY OF STRATEGIES INTENDED TO MEET EXPRESSED COMMUNITY HEALTH NEEDS. THE IMPLEMENTATION PLAN MAY NOTE, BUT DOES NOT CONTAIN DETAILED DESCRIPTIONS OF, THE COMMUNITY HEALTH IMPROVEMENT WORK CARRIED OUT BY OTHER COMPONENTS OF THE LARGER DUKE HEALTH SYSTEM OR DUKE UNIVERSITY. TOGETHER WITH ITS PARTNERS, DUH ASKS ABOUT AND LISTENS TO CONCERNS, EXPLORES BARRIERS TO CARE, ANALYZES HEALTHCARE UTILIZATION AND COSTS, IDENTIFIES PARTNER NEEDS AND RESOURCES, PLANS/REDESIGNS SERVICES, TRACKS OUTCOMES, AND SHARES ACCOUNTABILITY IN ORDER TO DEVELOP EFFECTIVE PROGRAMS TO IMPROVE THE HEALTH OF THE DURHAM COMMUNITY. 1. AFFORDABLE HOUSINGAFFORDABLE HOUSING, AS DEFINED BY HUD (U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT), REQUIRES NO MORE THAN 30% OF A FAMILY'S MONTHLY INCOME. IF A FAMILY SPENDS MORE THAN 30% OF INCOME ON HOUSING, THEY ARE LESS ABLE TO PAY FOR OTHER EXPENSES, SUCH AS FOOD AND HEALTHCARE. THE INCREASED COST BURDEN OF UNAFFORDABLE HOUSING ADDS TO PSYCHOSOCIAL STRESSORS THAT CAN NEGATIVELY IMPACT A FAMILY. RENTERS MAKE UP 48% OF HOUSEHOLDS IN DURHAM, AND ALMOST HALF OF THEM ARE DEFINED AS COST-BURDENED (I.E. PAYING MORE THAN 30% OF THEIR MONTHLY INCOME FOR HOUSING).DUH HAS PARTNERED WITH HABITAT FOR HUMANITY OF DURHAM ON A NUMBER OF HOME BUILDS. ADDITIONALLY, AFFORDABLE HOUSING IS A FOCUS OF DUH AS PART OF THE LARGER DUKE UNIVERSITY. DUKE'S WORK RELATED TO AFFORDABLE HOUSING IS LED BY DUKE UNIVERSITY'S OFFICE OF DURHAM AND COMMUNITY AFFAIRS. FOR INSIGHT INTO THIS AND OTHER WORK LED BY THE OFFICE OF DURHAM AND COMMUNITY AFFAIRS, SEE: HTTPS://COMMUNITY.DUKE.EDU/OUR-FOCUS-AREAS/NEIGHBORHOODS-HOUSING-AND-INFRASTRUCTURE/.2. ACCESS TO HEALTHCARE AND HEALTH INSURANCEACCESS TO HEALTHCARE IN A COMMUNITY REFERS TO THE ABILITY OF RESIDENTS TO FIND A CONSISTENT MEDICAL PROVIDER FOR THEIR PRIMARY CARE NEEDS, TO FIND A SPECIALTY PROVIDER WHEN NEEDED AND TO BE ABLE TO RECEIVE THAT CARE WITHOUT ENCOUNTERING SIGNIFICANT BARRIERS. A NUMBER OF PROGRAMS SUPPORTED BY DUH SEEK TO INCREASE ACCESS TO CARE FOR UNINSURED, UNDERINSURED, AND/OR VULNERABLE INDIVIDUALS AND FAMILIES ARE DESCRIBED BELOW:PROJECT ACCESS OF DURHAM COUNTY (PADC): LINKS ELIGIBLE LOW-INCOME, UNINSURED DURHAM COUNTY RESIDENTS TO SPECIALTY MEDICAL CARE FULLY DONATED BY PHYSICIANS, HOSPITALS INCLUDING DUH, LABS, CLINICS AND OTHER PROVIDERS PARTICIPATING IN THE PADC NETWORK.DURING FY2025, PADC SERVED 2,000 PEOPLE PROVIDING MORE THAN 3,000 EPISODES OF CARE FROM SPECIALTY PHYSICIANS AND OTHER PROVIDERS. PADC'S DURHAM HOMELESS TRANSITIONS PROGRAM WORKED WITH MORE THAN 40 UNHOUSED PERSONS AND ITS HEALTH EQUIPMENT LOAN PROGRAM PROVIDED 1,000 PIECES OF DURABLE MEDICAL EQUIPMENT TO PADC CLIENTS.SOUTHERN HIGH SCHOOL (SHS) WELLNESS CENTER: PROVIDES COMPREHENSIVE PRIMARY CARE AND MENTAL HEALTH SERVICES AT SHS TO STUDENTS AT THE SCHOOL AND IS OPEN TO ALL STUDENTS AND STAFF OF DURHAM PUBLIC SCHOOLS. SHS'S STUDENT POPULATION IS 100% TOTAL ECONOMICALLY DISADVANTAGED AND 47% OF ITS STUDENT POPULATION INDENTIFIES AS HISPANIC/LATINO. |
| JUST FOR US (JFU): PROVIDES AN IN-HOME CARE PROGRAM FOR LOW-INCOME, | FRAIL ELDERLY AND PERSONS WITH DISABILITIES. JFU IS A COLLABORATION OF DUKE, LINCOLN COMMUNITY HEALTH CENTER, DURHAM DEPARTMENT OF SOCIAL SERVICES (DSS), THE LOCAL AREA MENTAL HEALTH ENTITY, AND THE DURHAM HOUSING AUTHORITY. DUH PROVIDES THE MAJORITY OF ONGOING SUPPORT FOR THE PROGRAM. THROUGH JFU, AN INTERDISCIPLINARY TEAM OF PROVIDERS SERVES CLIENTS IN THEIR HOMES, PROVIDING MEDICAL CARE, MANAGEMENT OF CHRONIC ILLNESSES, AND CASE MANAGEMENT. EACH PARTICIPANT RECEIVES A HOME VISIT EVERY 5 WEEKS UNLESS THERE IS AN ACUTE EPISODE OR A HOSPITAL DISCHARGE, FOR WHICH A VISIT IS SCHEDULED IMMEDIATELY. VISITS INCLUDE MEDICATION RECONCILIATION, SOCIAL ISSUES, SUPPORT SERVICES, CHRONIC DISEASE MANAGEMENT, AND POST-HOSPITAL CARE. JFU ALSO UTILIZES MOBILE LAB AND IMAGING SERVICES. THE HEALTH CARE TEAM CONSISTS OF A CLINICAL PROVIDER (PA, NP OR MD), OCCUPATIONAL THERAPIST, REGISTERED DIETITIAN, SOCIAL WORKER, PHLEBOTOMIST, AND COMMUNITY HEALTH WORKER. JFU ALSO OFFERS FACILITATED TELEHEALTH SPECIALTY VISITS.NEIGHBORHOOD/COMMUNITY CLINICS: DUH IN PARTNERSHIP WITH LINCOLN COMMUNITY HEALTH CENTER COLLABORATIVELY OPERATES THREE COMMUNITY HEALTH CLINICS: THE LYON PARK COMMUNITY CLINIC, THE WALLTOWN NEIGHBORHOOD CLINIC AND THE HOLTON WELLNESS CENTER. THE CLINICS ARE DESIGNED TO PROVIDE PRIMARY CARE, HEALTH EDUCATION, AND DISEASE PREVENTION TO THE UNDERSERVED POPULATIONS OF DURHAM. THE CLINICS PROVIDE MEDICAL CARE FOR PERSONS WITH AND WITHOUT HEALTH INSURANCE. THOSE WITHOUT INSURANCE ARE SEEN BASED ON A SLIDING FEE SCALE. NO PATIENT IS DENIED CARE BASED ON INABILITY TO PAY FOR SERVICES. CLINICS RECEIVE SIGNIFICANT SUPPORT FROM DUH. THE CLINICS OPERATE AS FAMILY MEDICINE PRACTICES AND ARE OPEN 5 DAYS A WEEK. DURING FISCAL YEAR 2025, THE SOUTHERN HIGH SCHOOL WELLNESS CENTER, THE NEIGHBORHOOD CLINICS AND JUST FOR US EXPERIENCED SOME STAFFING SHORTAGES, BUT WERE STILL ABLE TO PROVIDE MORE THAN 10,500 PATIENT VISITS. |
| BENEFITS ENROLLMENT COUNSELING (BEC) : RECEIVES GRANT FUNDING THROUGH THE | NATIONAL COUNCIL ON AGING TO HELP SENIORS AND THOSE WITH DISABILITIES AND A LIMITED INCOME FIND AND ENROLL IN ALL THE BENEFIT PROGRAMS FOR WHICH THEY ARE ELIGIBLE. THE GOAL OF THE SERVICE IS TO ENABLE OLDER ADULTS TO ENJOY LIFE AND LIVE INDEPENDENTLY IN THEIR HOMES AND COMMUNITIES FOR AS LONG AS POSSIBLE. FOR THOSE WITH LIMITED INCOME AND RESOURCES, ADDITIONAL SUPPORT CAN BE CRITICAL IN MAINTAINING THEIR HEALTH AND AVOIDING COSTLY HOSPITALIZATIONS. THE BENEFITS PROVIDE CLIENTS SERVED WITH ACCESS TO HEALTHY FOOD, NEEDED MEDICAL CARE AND PRESCRIPTIONS, AS WELL AS OTHER SUPPORTIVE SERVICES. THE BENEFITS ALSO PROVIDE A COMMUNITY ECONOMIC STIMULUS, AS BENEFITS ARE SPENT LOCALLY IN PHARMACIES, GROCERY STORES, UTILITY COMPANIES, AND HEALTH CARE PROVIDERS. TO INCREASE THE REACH OF THE PROGRAM BEYOND GRANT FUNDING, BEC STAFF TRAIN VOLUNTEERS (FROM PARTNER COMMUNITY BASED ORGANIZATIONS AND DUKE) TO ASSIST CLIENTS IN DURHAM, GRANVILLE, AND PERSON COUNTIES. THE PROGRAM SERVES AS A PARTNER SITE FOR DUKE SERVICE-LEARNING, THE SCHOOL OF MEDICINE'S MASTER OF BIOMEDICAL SCIENCES PROGRAM, AND DUKE PRIMARY CARE'S LEADERSHIP TRACK.THE BEC CONTINUED TO EDUCATE STUDENT VOLUNTEERS, PROVIDING OPPORTUNITY FOR CLIENT ENGAGEMENT IN LONGITUDINAL RELATIONSHIPS, WITH TRAINING AROUND MEDICARE, SOCIAL SECURITY AND BENEFIT PROGRAMS TO UNDERGRADUATE AND GRADUATE STUDENTS ALIKE. THE BEC HELPED 448 CLIENTS SECURE $2.85 MILLION IN BENEFITS IN FY25. |
| 3. COMMUNITY SAFETY AND WELLBEING | DURHAM COMMUNITY HEALTH ASSESSMENT SURVEY RESPONDENTS NOTED THAT NEIGHBORHOOD VIOLENCE WAS A PRIMARY CAUSE OF STRESS (12%). SPECIFICALLY, RESPONDENTS NOTED VIOLENT CRIME (18%), THEFT (4.7%), AND GANG ACTIVITY (4.2%) AS HAVING THE GREATEST IMPACT ON QUALITY OF LIFE.DUKE UNIVERSITY HOSPITAL VIOLENCE RECOVERY PROGRAM REFRAMES VIOLENCE AS A PREVENTABLE HEALTH ISSUE. FOUR TEAM MEMBERS SUPPORT RESIDENTS IN THE CITY OF DURHAM AND DURHAM COUNTY WHO HAVE EXPERIENCED VIOLENCE, WITH THE GOAL OF PREVENTING READMISSION TO THE DUKE TRAUMA CENTER.INTENSIVE CASE MANAGEMENT STARTS IN THE EMERGENCY DEPARTMENT WITH THE PATIENT AND FAMILY MEMBERS. THROUGHOUT A HOSPITAL STAY, PROGRAM STAFF MEET WITH THE PATIENT AND FAMILY. TEAM MEMBERS FOLLOW RESIDENTS FOR UP TO ONE YEAR. DURING THAT TIME, CASE MANAGEMENT SUPPORT INCLUDES TACKLING CONCERNS AROUND HOUSING, TRANSPORTATION, MENTAL HEALTH, EMPLOYMENT, LIFE SKILLS AND MORE.THE OFFICE OF COMMUNITY HEALTH SERVES ON THE STEERING COMMITTEE. THE WORK DONE CENTERS ON SUPPORTING EFFORTS TO UNIFY RESEARCH AND PRACTICAL EFFORTS ACROSS DUKE, WHILE ALSO FACILITATING THE WORK OF THE THREE SPECIALIZED SUBCOMMITTEES FOCUSED ON RESEARCH, FEASIBILITY FOR A NEW CENTER AND PEDIATRIC HEALTH RESPONSES.4. MENTAL HEALTHMOST DURHAM COMMUNITY HEALTH ASSESSMENT SURVEY RESPONDENTS (67.1%) REPORTED THAT THEY HAD FEWER THAN SIX BAD DAYS IN THE PAST 30 DAYS. UNFORTUNATELY, ALMOST 10% REPORTED THEY HAD GREATER THAN 20 BAD DAYS IN THE PAST 30 DAYS. FORTY PERCENT OF RESPONDENTS NOTED THAT THEIR MENTAL HEALTH WORSENED SINCE MARCH OF 2020. IN TERMS OF STRESS, FINANCIAL STRESS WAS THE MOST REPORTED REASON FOLLOWED BY WORK AND PERSONAL RELATIONSHIPS.IN 2021, DUKE OPENED THE DUKE BEHAVIORAL HEALTH CENTER ON DUKE REGIONAL HOSPITAL'S CAMPUS AND EXPANDED THE HOSPITAL'S EMERGENCY ROOM. THE $102.4 MILLION CENTER AND EXPANDED EMERGENCY ROOM CONSOLIDATED INPATIENT, OUTPATIENT AND EMERGENCY BEHAVIORAL HEALTH SERVICES ON DUKE REGIONAL'S CAMPUS, WITH THE GOAL OF PROVIDING BETTER COORDINATION OF CARE FOR BEHAVIORAL HEALTH PATIENTS IN DURHAM AND REGIONALLY. THE CENTER INCORPORATES MEETING SPACE SPECIFICALLY DESIGNED FOR COMMUNITY BASED ORGANIZATIONS PROVIDING SERVICES FOR BEHAVIORAL HEALTH PATIENTS AND THEIR FAMILIES.DUKE PARTNERS WITH AND SUPPORTS THE INITIATIVES LISTED BELOW TO IMPROVE ACCESS TO MENTAL HEALTH SERVICES:* INTEGRATED EMERGENCY ROOM DIVERSION PROGRAM: DUKE HEALTH AND ALLIANCE HEALTH COLLABORATE THROUGH AN INTEGRATED EMERGENCY ROOM DIVERSION PROGRAM THAT INCLUDES EMBEDDING CONTRACT SOCIAL WORKERS AND CRISIS LIAISONS DIRECTLY WITHIN DUKE'S EMERGENCY DEPARTMENTS TO STREAMLINE TRANSITIONS TO SPECIALIZED CARE.* DURHAM FAMILIAR FACES INITIATIVE: DUKE HEALTH IS AN ACTIVE AND CENTRAL PARTNER IN THE DURHAM FAMILIAR FACES INITIATIVE (DFFI). THIS PROGRAM IS SPECIFICALLY DESIGNED TO ADDRESS THE NEEDS OF 'HIGH UTILIZERS", INDIVIDUALS WHO FREQUENTLY CYCLE THROUGH THE EMERGENCY DEPARTMENT, THE COUNTY JAIL, AND THE HOMELESS SHELTERS DUE TO UNTREATED MENTAL HEALTH OR SUBSTANCE ABUSE DISORDERS.* PEDIATRIC EMERGENCY DEPARTMENT EXTENSION AREA: THE PEDIATRIC ED EXTENSION AREA WHICH OPENED IN EARLY 2024 SERVED APPROXIMATELY 250 YOUTH RANGING FROM 6 TO 17 YEARS OLD DURING THE FIRST 10 MONTHS OF BEING OPEN. CLINICAL DATA SHOWED THAT MOVING CHILDREN TO THIS DEDICATED SPACE LEAD TO A MARKED DECREASE IN THE NEED FOR RAPID BEHAVIORAL RESPONSE INTERVENTIONS. |
| 5. PHYSICAL ACTIVITY, NUTRITION AND FOOD ACCESS | MOST DURHAM COUNTY HEALTH ASSESSMENT SURVEY RESPONDENTS REPORTED THAT WALKING WAS THEIR PRIMARY FORM OF EXERCISE FOLLOWED BY LIFTING WEIGHTS AND GARDENING. TIME AND COST WERE THE MOST COMMON REASONS FOR NOT EATING HEALTHY, BUT 83% OF RESPONDENTS REPORTED THAT THEY NEVER WORRIED ABOUT FOOD RUNNING OUT BEFORE THEY COULD BUY MORE.DUKE HEALTH, IN PARTNERSHIP WITH THE DURHAM COUNTY DEPARTMENT OF PUBLIC HEALTH, SECURED A MULTI-YEAR GRANT TOTALING $750,000 FROM THE DUKE ENDOWMENT TO BECOME A PART OF THE ENDOWMENT'S HEALTHY PEOPLE, HEALTHY CAROLINA'S INITIATIVE. THIS INITIATIVE SUPPORTS COALITIONS AIMED AT IMPROVING THE HEALTH AND WELL-BEING OF COMMUNITIES TO REDUCE CHRONIC DISEASE AND PLACES SIGNIFICANT EMPHASIS ON PHYSICAL ACTIVITY, NUTRITION AND FOOD ACCESS.DURING FISCAL YEAR 2025 THE PARTNERSHIP FOR A HEALTHY DURHAM'S PHYSICAL ACTIVITY, NUTRITION AND FOOD ACCESS COMMITTEE (PANFA) ENCOURAGED CHILDREN TO ENGAGE IN PHYSICAL ACTIVITY BY MAKING ENHACEMENTS TO SCHOOL AND PUBLIC PLAYGROUNDS. FOUR HUNDRED THIRTEEN CHILDREN PARTICPATED IN TRACKING PHYSICAL ACTIVITY AND TEACHERS WERE SURVEYED REGARDING PHYSICAL ACTIVITY LEVELS AND ANY OTHER IMPACTS OF THE ENHANCEMENTS. SEVENTY-TWO PERCENT OF THE STUDENTS GOT 30-60 MINUTES OF ACTIVITY COMPARED TO 68% BEFORE THE ENHANCEMENTS. THE PERCENTAGE OF TIME STUDENTS SPENT BEING ACTIVE WHILE OUTSIDE INCREASED FROM 68% TO 86%. TEACHERS NOTED FEWER DISCIPLINE ISSUES DURING RECESS AS MORE STUDENTS ENGAGED IN PHYSICAL ACTIVITY. TEACHERS ALSO NOTED THAT STUDENTS SEEMED MORE INTERESTED AND ENGAGED IN CLASS. |
| GROUP A - FACILITY 1 - DUKE UNIVERSITY HOSPITAL | PART V, SECTION B, LINE 16J: AS PART OF DUHS, DUKE UNIVERSITY HOSPITAL PROVIDES A BROCHURE TO ALL ADMISSIONS THAT INCLUDES A BRIEF SUMMARY OF DUHS FINANCIAL ASSISTANCE POLICIES. DUHS ALSO COMMENTS ON THE BACK OF ITS BILLING INVOICES THAT PATIENTS SHOULD CONTACT PATIENT ACCOUNT REPRESENTATIVES TO HELP THEM IF THEY CANNOT PAY THEIR BILL IN FULL. THIS COMMENT REFERENCES GOVERNMENT-SPONSORED PROGRAMS, MONTHLY PAYMENT PROGRAMS, AND OTHER FINANCIAL ASSISTANCE PROGRAMS AVAILABLE FOR PATIENTS WHO MEET CERTAIN FINANCIAL CRITERIA. DUHS ALSO PUBLICIZES ITS FINANCIAL ASSISTANCE POLICY VERBALLY THROUGH ITS FINANCIAL CARE COUNSELORS. PART V, SECTION B, LINE 24: CERTAIN ELECTIVE COSMETIC/AESTHETIC SERVICES, AND OTHER ELECTIVE SERVICES, WERE BILLED AT AN AMOUNT EQUAL TO GROSS CHARGES.DUKE RALEIGH HOSPITAL:PART V, SECTION B, LINE 5: DUKE RALEIGH HOSPITAL (DUKE RALEIGH OR DRAH) COLLABORATED WITH ADVANCE COMMUNITY HEALTH, ALLIANCE HEALTH, CITRIX, UNITED WAY, UNC REX HEALTHCARE, WAKE COUNTY HEALTH & HUMAN SERVICES, WAKE COUNTY MEDICAL SOCIETY COMMUNITY HEALTH FOUNDATION, WAKEMED HEALTH AND HOSPITALS, AND YOUTH THRIVE TO DEVELOP THE 2022 WAKE COUNTY COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). THE CHNA INCLUDED ANALYSIS OF EXISTING STATISTICS FROM LOCAL, COUNTY, STATE, AND NATIONAL SOURCES AS WELL AS INPUT FROM 1,073 WAKE COUNTY RESIDENTS AND ORGANIZATIONAL LEADERS. COMMUNITY INPUT WAS GATHERED THROUGH INTERNET-BASED AND TELEPHONE SURVEYS, FOCUS GROUPS, AND AN INTERNET-BASED PRIORITIZATION SURVEY. ADDITIONAL ACTION WAS TAKEN BY THE CHNA STEERING COMMITTEE MEMBERS TO PROMOTE ENGAGEMENT DURING PRIORITIZATION, THROUGH DIRECT OUTREACH TO MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY COMMUNITIES AND THOSE WHO WERE UNDERREPRESENTED. THIS JOINT CHNA AND RELATED IMPLEMENTATION PLAN WERE ADOPTED BY THE DUHS BOARD OF DIRECTORS AND PUBLISHED ON THE DUKE HEALTH WEBSITE IN FISCAL YEAR 2023.DUKE RALEIGH HOSPITAL:PART V, SECTION B, LINE 6A: UNC REX HEALTHCARE, WAKEMED HEALTH AND HOSPITALS.DUKE RALEIGH HOSPITAL:PART V, SECTION B, LINE 6B: UNITED WAY, WAKE COUNTY HEALTH & HUMAN SERVICES, ADVANCE COMMUNITY HEALTH, ALLIANCE HEALTH, CITRIX, NORTH CAROLINA INSTITUTE FOR PUBLIC HEALTH, YOUTH THRIVE, AND THE WAKE COUNTY MEDICAL SOCIETY COMMUNITY HEALTH FOUNDATION. DUKE RALEIGH HOSPITAL:PART V, SECTION B, LINE 11:THE FOLLOWING THREE PRIORITY AREAS WERE IDENTIFIED FOR FISCAL YEARS 2023-2025:1. AFFORDABLE HOUSING & HOMELESSNESS2. ACCESS TO HEALTHCARE3. MENTAL HEALTHTHE DUKE RALEIGH HOSPITAL IMPLEMENTATION PLAN CONTAINING DETAILED DESCRIPTIONS OF HOW DUKE RALEIGH PLANS TO ADDRESS EACH PRIORITY ALONG WITH PROGRESS REPORTS CAN BE FOUND ON THE DUKEHEALTH.ORG WEBSITE. |
| 1. AFFORDABLE HOUSING & HOMELESSNESS | THE AFFORDABLE HOUSING AND HOMELESSNESS PRIORITY INCLUDES THE COST OF HOUSING, HOUSING CHOICES, AND HOW MANY PEOPLE ARE HOMELESS. DUKE HEALTH ACKNOWLEDGES THAT HEALTHY HOMES PROMOTE GOOD PHYSICAL AND MENTAL HEALTH, AFFECTING THE OVERALL ABILITY OF FAMILIES TO MAKE HEALTHY CHOICES. DUKE RALEIGH PARTNERS WITH NON-PROFIT ORGANIZATIONS THAT WORK TO ENSURE THAT HOMELESSNESS IS INFREQUENT IN WAKE COUNTY BY INCREASING EFFORTS TO ADVANCE AFFORDABLE HOUSING LIKE THE WAKE COUNTY CONTINUUM OF CARE-NC 507 (COC). DRAH REPRESENTATIVES ATTENDED THE NC 507 STRATEGIC SYSTEM DESIGN CLINIC THAT BROUGHT TOGETHER KEY STAKEHOLDERS TO UNDERSTAND AND DISCUSS ALIGNING SYSTEMS COMPONENTS WITH BEST PRACTICES, UNDERSTAND THE IMPORTANCE OF QUALITY DATA COLLECTION AND DATA-DRIVEN DECISION MAKING TO BETTER ALLOCATE FUNDS AND RESOURCES TOWARDS EFFECTIVE AND EFFICIENT INTERVENTIONS TO END HOMELESSNESS, IDENTIFY RECOMMENDATIONS TO IMPROVE THE LOCAL SYSTEMS TO END HOMELESSNESS, AND ENGAGE IN PLANNING TO DEVELOP ACTIONS TO ADDRESS RECOMMENDATIONS.DUKE RALEIGH CONTINUES TO SUPPORT WAKE COC DURING WHITE FLAG WHICH PROVIDES TEMPORARY EMERGENCY SHELTER TO PEOPLE EXPERIENCING HOMELESSNESS DURING SEVERE WEATHER (NIGHTS WHEN THE TEMPERATURE OR WINDCHILL IS EXPECTED TO BE BELOW 35 DEGREES) AND IN EFFORTS TO ELIMINATE HOMELESSNESS. DUKE RALEIGH HOSTED AN INTERNAL EDUCATION FAIR TO PROMOTE JOB PLACEMENT AND CAREER ADVANCEMENT OPPORTUNITIES FOR TEAM MEMBERS. DUKE RALEIGH WILL CONTINUE STRENGTHENING PATHWAYS THAT SUPPORT ECONOMIC STABILITY, INCLUDING INITIATIVES THAT HELP ADDRESS HOUSING INSECURITY AND HOMELESNESS THROUGH IMPROVED JOB ACCESS AND CAREER MOBILITY.DUKE RALEIGH SUPPORTS THE FOLLOWING ORGANIZATIONS FINANCIALLY AND THROUGH EMPLOYEE VOLUNTEERISM THAT WORK TOWARDS ADVANCING AFFORDABLE HOUSING AND ADDRESSING HOMELESSNESS: HEALING TRANSITIONS, TRIANGLE FAMILY SERVICES, AND URBAN MINISTRIES OF WAKE COUNTY.2. ACCESS TO HEALTHCAREACCESS TO HEALTHCARE INCLUDES HOW AND WHY PEOPLE USE OR DO NOT USE HEALTHCARE, HOW MANY PEOPLE HAVE HEALTH INSURANCE, HOW MUCH HEALTHCARE THERE IS IN THE COMMUNITY, AND HOW MUCH INFORMATION THERE IS ABOUT HEALTHCARE. THE ABILITY TO ACCESS HEALTH SERVICES IS A CRITICAL PUBLIC HEALTH ISSUE, AS PRIMARY AND PREVENTATIVE SERVICES CAN HELP PREVENT OR MANAGE CHRONIC ILLNESSES AND THEREFORE IMPROVE THE HEALTH OF THE COMMUNITY. DUKE RALEIGH IS ACTIVELY ENGAGED IN IMPROVING ACCESS TO HEALTH SERVICES FOR ALL THROUGH STRATEGIC INITIATIVES AND COMMUNITY PARTNERSHIPS. THE BULLET POINTS BELOW DESCRIBE THE PROGRESS MADE BY DUKE RALEIGH DURING FY 2025 ON INITIATIVES TO ADDRESS ACCESS TO HEALTHCARE:* PROVIDED APPROXIMATELY $18.8 MILLION (AT ESTIMATED COST) IN FINANCIAL ASSISTANCE TO PATIENTS. * DUKE RALEIGH ALSO SUPPORTED COMMUNITY PARTNERS WORKING TO PROVIDE CARE TO UNINSURED POPULATIONS. THESE COMMUNITY ORGANIZATIONS INCLUDE PROJECT ACCESS OF WAKE COUNTY, URBAN MINISTRIES OF WAKE COUNTY'S OPEN DOOR CLINIC, URBAN MINISTRIES OF WAKE COUNTY'S CLIENT CHOICE PANTRY, AND ALLIANCE MEDICAL MINISTRY. - DUKE RALEIGH PROVIDED IN-KIND LAB SERVICES TO URBAN MINISTRIES OF WAKE COUNTY'S OPEN-DOOR CLINIC AT AN ESTIMATED ANNUAL VALUE OF $1.67 MILLION. - DONATED AND PACKED 5,750+ POUNDS OF RICE AND BEANS FOR URBAN MINISTRIES OF WAKE COUNTY'S CLIENT CHOICE PANTRY BETWEEN FY17-25 (ENGAGING 30+ EMPLOYEES ANNUALLY). - ASSEMBLED AND DONATED 500+ FLU KITS TO URBAN MINISTRIES OF WAKE COUNTY AND ALLIANCE MINISTRIES AT THE HEIGHT OF FLU AND COVID BETWEEN FY23-25. - PROVIDED FINANCIAL SUPPORT TO ALLIANCE MEDICAL MINISTRY TO SUPPORT THEIR EFFORTS TO PROVIDE COMPREHENSIVE, COMPASSIONATE AND AFFORDABLE HEALTHCARE TO WORKING UNINSURED ADULTS IN WAKE COUNTY. |
| *PARTICIPATED IN COMMUNITY HEALTH FAIRS AND SCREENING EVENTS DESIGNED | TO EXPAND ACCESS TO CARE, PARTICULARLY IN UNDERSERVED SPECIALTIES AND POPULATIONS BY BRINGING PREVENTATIVE SERVICES, EDUCATION AND CONNECTIONS TO CARE DIRECTLY INTO HIGH-NEED NEIGHBORHOODS.DUKE RALEIGH PARTICIPATED IN THE FOLLOWING EVENTS DURING FY 2025: - RALEIGH FIREBIRDS STEM & HEALTHCARE FAIR - VOCAL HEALTH - RALEIGH FIREBIRDS HEAD & NECK CANCER SCREENING EVENT - BLACK FAMILY WELLNESS EXPO HEAD & NECK CANCER SCREEENING, SPEECH LANGUAGE PATHOLOGY, VOICE CARE AND AUDIOLOGY ASSESSMENTS - HEARING LOSS STIGMA PRESENTATION* PROVIDED HOLIDAY SUPPORT TO A LOCAL TITLE I MIDDLE AND HIGH SCHOOL PARTNER, ASSISTING MORE THAN 17 STUDENTS AND THEIR FAMILIES WITH ESSENTIAL RESOURCES DURING THE THANKSGIVING AND WINTER HOLIDAY SEASON, HELPING TO STRENGTHEN FAMILY STABILITY AND ADDRESS IMMEDIATE SOCIAL NEEDS THAT IMPACT OVERALL HEALTH.* PARTNERED WITH MEDASSIST IN COLLABORATION WITH THE BUILDING HEALTHY COMMUNITIES GRANT TO PROVIDE FREE OVER THE COUNTER MEDICATIONS TO COMMUNITY MEMBERS IN NEED.* SPONSORED THE MIDTOWN FARMERS MARKET WHICH PROMOTES A HEALTHY LIFESTYLE AS WELL AS PROVIDES A VENUE FOR DUKE RALEIGH TO SHARE HEALTHY EDUCATION FROM APRIL-NOVEMBER. IN FY25, DUKE RALEIGH HOSTED ONE SATURDAY FOCUSED ON THE IMPORTANCE OF THE FLU VACCINE AND HAND WASHING. |
| 3. MENTAL HEALTH | WAKE COUNTY HAS EXPERIENCED AN INCREASE IN THE PREVALENCE AND SEVERITY OF MENTAL HEALTH ISSUES. WHILE THE IMPACTS OF MENTAL HEALTH ARE FAR REACHING, PRIORITIZATION DISCUSSIONS HAVE PLACED SPECIAL EMPHASIS ON SEVERAL POPULATIONS SPECIFICALLY IMPACTED BY MENTAL HEALTH IDENTIFYING THE RELATIONSHIP BETWEEN DISCRIMINATION, RACISM, AND MENTAL HEALTH. DUE TO THE SCOPE AND COMPLEXITY OF MENTAL HEALTH AND ITS TIE TO PHYSICAL HEALTH, A COLLECTIVE AND COLLABORATIVE APPROACH IS NEEDED. THE BULLET POINTS BELOW DESCRIBE THE PROGRESS MADE BY DUKE RALEIGH DURING FY 2025 ON INITIATIVES TO ADDRESS ACCESS TO MENTAL HEALTH SERVICES.* PROVIDED FINANCIAL SUPPORT TO TRIANGLE FAMILY SERVICES TO SUPPORT THEIR EFFORTS TO EXPAND ACCESS TO SUSTAINABLE MENTAL HEALTH SERVICES IN OUR COMMUNITY.* COLLABORATED WITH THE OFFICE OF COMMUNITY HEALTH TO HOST A YOUTH MENTAL HEALTH MINI SUMMIT IN PARTNERSHIP WITH SOUTHEAST RALEIGH PROMISE AND THE SOUTHEAST RALEIGH YMCA. THIS CONVENING FOCUSED ON EMERGING YOUTH MENTAL HEALTH CONCERNS, COMMUNITY-DRIVEN SOLUTIONS, AND STRENGTHENING LOCAL SUPPORT NETWORKS.*PARTNERED WITH THE OFFICE OF COMMUNITY HEALTH TO SERVE AS PRESENTING SPONSORS OF THE ANNUAL NAMI WAKE COUNTY WALK. AS PART OF THE EFFORT, WE BROUGHT TOGETHER MENTAL HEALTH PROVIDERS AND CLINICIANS TO DEMONSTRATE SUPPORT FOR OUR COMMUNITY AND RAISE AWARENESS OF MENTAL HEALTH NEEDS.*DEVELOPED A PROGRAM IN FY25 TO SUPPORT MINORS HOLDING IN THE ED WITH A COMFORTING AND SAFE, QUILT-MAKING ACTIVITY.DUKE RALEIGH HOSPITAL:PART V, SECTION B, LINE 16J: AS PART OF DUHS, DUKE RALEIGH HOSPITAL PROVIDES A BROCHURE TO ALL ADMISSIONS THAT INCLUDES A BRIEF SUMMARY OF DUHS FINANCIAL ASSISTANCE POLICIES. DUHS ALSO COMMENTS ON THE BACK OF ITS BILLING INVOICES THAT PATIENTS SHOULD CONTACT PATIENT ACCOUNT REPRESENTATIVES TO HELP THEM IF THEY CANNOT PAY THEIR BILL IN FULL. THIS COMMENT REFERENCES GOVERNMENT-SPONSORED PROGRAMS, MONTHLY PAYMENT PROGRAMS, AND OTHER FINANCIAL ASSISTANCE PROGRAMS AVAILABLE FOR PATIENTS WHO MEET CERTAIN FINANCIAL CRITERIA. DUHS ALSO PUBLICIZED ITS FINANCIAL ASSISTANCE POLICY VERBALLY THROUGH ITS FINANCIAL CARE COUNSELORS.DUKE RALEIGH HOSPITAL:PART V, SECTION B, LINE 24: CERTAIN ELECTIVE COSMETIC/AESTHETIC SERVICES, AND OTHER ELECTIVE SERVICES, WERE BILLED AT AN AMOUNT EQUAL TO GROSS CHARGES. |
| GROUP A - FACILITY 3 - DUKE REGIONAL HOSPITAL: | PART V, SECTION B, LINE 5: AS PART OF DUKE HEALTH, DUKE REGIONAL HOSPITAL ("DRH") PARTNERED WITH DURHAM COUNTY DEPARTMENT OF PUBLIC HEALTH AND THE PARTNERSHIP FOR A HEALTHY DURHAM TO CONDUCT THE 2023 DURHAM COMMUNITY HEALTH ASSESSMENT. THE 2023 COMMUNITY HEALTH ASSESSMENT REPORT WAS PUBLISHED BY DURHAM COUNTY IN 2024. THE 2023 ASSESSMENT PROCESS INCLUDED 205 COUNTY-WIDE SURVEYS ADMINISTERED BY MORE THAN 50 VOLUNTEERS AND 176 COMUNIDAD LATINA SAMPLE SURVEYS ADMINISTERED BY 7 PAID CONTRACTORS. COMMUNITY MEMBERS, PARTNERSHIP FOR A HEALTHY DURHAM MEMBERS, STAFF FROM DURHAM COUNTY DEPARTMENT OF PUBLIC HEALTH AND DUKE UNIVERSITY AND CONTRACTORS ADMINISTERED THE SURVEYS BETWEEN SEPTEMBER OF 2022 AND APRIL OF 2023. LISTENING SESSIONS CONDUCTED THROUGHOUT DURHAM DISPLAYED SURVEY RESULTS AND ENGAGED COMMUNITY MEMBERS IN DETERMINING THE TOP HEALTH PRIORITIES. THE COMMUNITY HEALTH ASSESSMENT TEAM-COMPRISED OF REPRESENTATIVES FROM DUKE UNIVERSITY HEALTH SYSTEM, LOCAL UNIVERSITIES, LOCAL GOVERNMENTS, SCHOOLS, NON-PROFIT ORGANIZATIONS AND BUSINESSES WORKED TO DIRECT THE ACTIVITIES OF THE ASSESSMENT AND PROVIDE WRITTEN CONTENT AND EXPERTISE ON ISSUES OF INTEREST. THIS JOINT CHNA AND RELATED IMPLEMENTATION PLAN WAS ADOPTED BY THE DUHS BOARD OF DIRECTORS AND PUBLISHED ON THE DUKE HEALTH WEBSITE IN FISCAL 2025 (TAX YEAR 2024).GROUP A - FACILITY 3 - DUKE REGIONAL HOSPITAL:PART V, SECTION B, LINE 6A: DUKE UNIVERSITY HOSPITALGROUP A - FACILITY 3 - DUKE REGIONAL HOSPITAL:PART V, SECTION B, LINE 6B: THE PARTNERSHIP FOR A HEALTHY DURHAM AND THE DURHAM COUNTY HEALTH DEPARTMENTGROUP A - FACILITY 3 - DUKE REGIONAL HOSPITAL:PART V, SECTION B, LINE 11: THE ASSESSMENT IDENTIFIED FIVE HEALTH PRIORITIES FOR FISCAL YEARS 2025-2027:1. AFFORDABLE HOUSING2. ACCESS TO HEALTHCARE AND HEALTH INSURANCE3. COMMUNITY SAFETY AND WELLBEING4. MENTAL HEALTH5. PHYSICAL ACTIVITY, NUTRITION AND FOOD ACCESSTHE DUKE REGIONAL HOSPITAL IMPLEMENTATION PLAN CONTAINING DETAILED DESCRIPTIONS OF HOW DUKE REGIONAL PLANS TO ADDRESS EACH PRIORITY ALONG WITH PROGRESS REPORTS CAN BE FOUND ON THE DUKEHEALTH.ORG WEBSITE. DUKE REGIONAL HOSPITAL CONSIDERS THE DRH COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION PLAN DOCUMENT TO BE A "WORKING PLAN" THAT WILL CONTINUE TO EVOLVE OVER THIS THREE-YEAR PERIOD IN ORDER TO ENSURE THE EFFICACY OF STRATEGIES INTENDED TO MEET EXPRESSED COMMUNITY HEALTH NEEDS. THE IMPLEMENTATION PLAN DOES NOT CONTAIN DESCRIPTIONS OF THE COMMUNITY HEALTH IMPROVEMENT WORK CARRIED OUT BY OTHER COMPONENTS OF DUKE HEALTH OR DUKE UNIVERSITY BUT REPRESENTS ONLY DUKE REGIONAL HOSPITAL'S CONTINUALLY EVOLVING VARIETY OF PROGRAMS AND ACTIVITIES IN THE FIVE PRIORITY AREAS TO IMPROVE HEALTH WITHIN THE DURHAM COMMUNITY.1. AFFORDABLE HOUSING AFFORDABLE HOUSING IS A FOCUS OF THE LARGER DUKE UNIVERSITY. DUKE UNIVERSITY'S OFFICE OF DURHAM AND COMMUNITY AFFAIRS LEADS DUKE'S WORK RELATED TO AFFORDABLE HOUSING. INSIGHT INTO THIS AND OTHER WORK LED BY THE OFFICE OF DURHAM AND COMMUNITY AFFAIRS IS AVAILABLE ON THEIR WEBSITE HTTPS://COMMUNITY.DUKE.EDU/OUR-FOCUS-AREAS/NEIGHBORHOODS-HOUSING-AND-INFRASTRUCTURE/. IN ADDITION, DUKE IMPLEMENTED A PLAN TO GRADUALLY INCREASE THE MINIMUM WAGE FOR ALL EMPLOYEES TO $15 PER HOUR, MORE THAN TWICE THE MINIMUM FEDERAL OR STATE HOURLY WAGE. THESE EFFORTS CONTINUED OVER SEVERAL YEARS, CULMINATING IN 2019 WITH A MINIMUM WAGE INCREASE TO $15 FOR ALL EMPLOYEES. ON JULY 1, 2022, DUKE UNIVERSITY, INCLUDING DUKE UNIVERSITY HEALTH SYSTEM, INCREASED THE MINIMUM WAGE TO $17 PER HOUR FOR ALL EMPLOYEES WORKING AT LEAST 20 HOURS PER WEEK AND 36 WEEKS PER YEAR. IN JULY 2024, DUKE'S MINIMUM WAGE INCREASED TO $18 PER HOUR. |
| 2. ACCESS TO HEALTHCARE AND HEALTH INSURANCE | LINCOLN COMMUNITY HEALTH CENTER (LCHC): IS A FEDERALLY QUALIFIED COMMUNITY HEALTH CENTER THAT PROVIDES PRIMARY CARE SERVICES FOR ABOUT 40,000 PATIENTS EACH YEAR. APPROXIMATELY 50 PERCENT OF LCHC PATIENTS ARE UNINSURED AND 52% ARE LIVING AT OR BELOW 100% OF THE FEDERAL POVERTY LEVEL. IN ADDITION TO FINANCIAL SUPPORT, DUKE REGIONAL HOSPITAL PROVIDES ENGINEERING, ENVIRONMENTAL, LABORATORY, PHARMACY AND RADIOLOGY SERVICES. THE TOTAL DUKE REGIONAL HOSPITAL CONTRIBUTION TO LCHC IN FY 2025, INCLUDING MONETARY AND IN-KIND SERVICES, WAS $10.2 MILLION. DURHAM COUNTY EMERGENCY MEDICAL SERVICES (EMS): SERVES AS THE PRIMARY PROVIDER OF EMERGENCY AMBULANCE SERVICES AND ALTERNATIVE MEDICAL TRANSPORTATION IN DURHAM COUNTY. IN FY 2025, DUKE REGIONAL HOSPITAL CONTRIBUTED $3.1 MILLION TO THE COUNTY TO SUPPORT DURHAM EMS AND DURHAM RECOVERY RESPONSE CENTER.PROJECT ACCESS OF DURHAM COUNTY (PADC): PADC COORDINATES SPECIALTY CARE AT NO CHARGE TO UNINSURED AND UNDERINSURED DURHAM RESIDENTS LIVING AT OR BELOW 200 PERCENT OF THE FEDERAL POVERTY LEVEL. THESE RESIDENTS HAVE ACCESS TO PRIMARY HEALTH CARE THROUGH LINCOLN COMMUNITY HEALTH CENTER. IN FY 2025, DUKE REGIONAL HOSPITAL PROVIDED FINANCIAL SUPPORT OF $20,000 TO PADC.FINANCIAL ASSISTANCE: EACH YEAR DUKE REGIONAL HOSPITAL PROVIDES NO-COST OR DISCOUNTED URGENT OR EMERGENT HEALTH CARE SERVICES TO PATIENTS WHO WERE UNABLE TO PAY. IN FY 2025 DUKE REGIONAL PROVIDED $27.9 MILLION (AT ESTIMATED COST) IN FINANCIAL ASSISTANCE. IN ADDITION, DUKE REGIONAL ABSORBED $3.3 MILLION IN MEDICAID CARE LOSSES IN FY 2025 DUE TO GOVERNMENT REIMBURSEMENTS NOT FULLY MEETING THE COST OF TREATMENT.COMMUNITY HEALTH IMPROVEMENT SERVICES: IN 2025, DUKE REGIONAL HOSPITAL PROVIDED $700,000 IN PATIENT SPONSORSHIP SERVICES, WHICH INCLUDES EXPENSES SUCH AS PAYMENT FOR HOSPITALIZATION, TRANSPORTATION, PATIENT CARE SUPPLIES, DURABLE MEDICAL EQUIPMENT, OUTPATIENT CARE AND LODGING BASED ON SPECIFIC INDIGENT FUNDING GUIDELINES.3. COMMUNITY SAFETY AND WELLBEINGFILL THAT BUS AND SALVATION ARMY ANGEL TREE: EMPLOYEES HAVE DONATED BINS OF SCHOOL SUPPLIES TO CRAYONS2CALCULATORS AND FILL THAT BUS! CAMPAIGN EACH YEAR SINCE 2015 TO SUPPORT DURHAM PUBLIC SCHOOLS. TEACHERS FROM THE SCHOOLS WITH THE HIGHEST POVERTY LEVELS WERE INVITED TO PICK OUT SUPPLIES NEEDED IN THEIR CLASSROOMS.EACH DECEMBER, EMPLOYEES "ADOPT" 100 CHILDREN FROM DUKE REGIONAL'S SALVATION ARMY ANGEL TREE. CHILDREN FROM DURHAM HAVE RECEIVED CLOTHING, BOOKS AND TOYS THANKS TO THE GENEROUS DONATIONS. EXTRA GIFTS ARE ALSO DONATED TO THE SALVATION ARMY FOR OTHER NEEDY FAMILIES IN THE AREA. DURING FY 2025 DUKE REGIONAL ALSO SUPPORTED A FOOD DRIVE FOR NORTH CAROLINA FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA AND A COAT DRIVE FOR OPEN TABLE MINISTRIES IN DURHAM.LOOK GOOD FEEL BETTER: THE LOOK GOOD FEEL BETTER PROGRAM IS A NON-MEDICAL, BRAND-NEUTRAL PROGRAM THAT PROVIDES SUPPORT FOR FEMALE CANCER TREATMENT PATIENTS WHO HAVE EXPERIENCED HAIR LOSS OR OTHER PHYSICAL APPEARANCE CHANGES DUE TO CHEMOTHERAPY OR RADIATION TREATMENTS. DURING FY 2025 DUKE REGIONAL SPONSORED THE MONTHLY WORKSHOPS IN A VIRTUAL FORMAT.STROKE SUPPORT: DUKE REGIONAL OFFERS A MONTHLY STROKE SUPPORT GROUP THAT OFFERS EDUCATION, SUPPORT AND RESOURCES FOR INDIVIDUALS WHO HAVE BEEN AFFECTED BY STROKE. THE STROKE GROUP HAS ADAPTED ITS FORMAT THROUGH THE YEARS AND IS CURRENTLY MEETING BOTH VIRTUALLY AND IN PERSON.EDUCATION INITIATIVES: EDUCATION IS AN UPSTREAM DRIVER OF HEALTH AND SOCIAL OUTCOMES. DUKE REGIONAL THEREFORE INTEGRATES EDUCATION INITIATIVES INTO ITS COMMUNITY STRATEGY TO ADVANCE THE PRIORITIES INDENTIFIED ABOVE, PARTICULARLY ACCESS TO HEALTHCARE AND COMMUNITY WELL-BEING AND IS COMMITTED TO HELPING TRAIN THE HEALTHCARE WORKERS OF THE FUTURE.CITY OF MEDICINE ACADEMY: DUKE REGIONAL HOSPITAL HAS BEEN A PARTNER WITH CITY OF MEDICINE ACADEMY (CMA) AND DURHAM PUBLIC SCHOOLS SINCE THE PROGRAM'S INCEPTION AT SOUTHERN HIGH SCHOOL IN THE 1990S. IN AUGUST 2011, CMA MOVED TO A NEW FACILITY LOCATED ON THE DUKE REGIONAL CAMPUS. AS PART OF OUR PARTNERSHIP, DUKE REGIONAL HOSPITAL HOSTS STUDENTS FOR CLINICAL ROTATIONS.PROJECT SEARCH: DUKE REGIONAL HOSPITAL WAS THE FIRST HOST HOSPITAL IN THE STATE FOR PROJECT SEARCH, A PARTNERSHIP WITH DURHAM PUBLIC SCHOOLS, OE ENTERPRISES, NORTH CAROLINA DIVISION OF EMPLOYMENT AND INDEPENDENCE FOR PEOPLE WITH DISABILITIES ("EIPD") AND ALLIANCE HEALTH THAT PROVIDES CAREER DEVELOPMENT EXPERIENCES TO SENIOR HIGH SCHOOL STUDENTS WITH DEVELOPMENTAL AND INTELLECTUAL DISABILITIES. DUKE REGIONAL HOSPITAL CONTINUED TO SERVE AS A HOST SITE FOR PROJECT SEARCH ADDING 8 NEW GRADUATES IN 2025 FOR A TOTAL OF 111 GRADUATES TO DATE.FUNDRAISING AND OUTREACH: DUKE REGIONAL HOSPITAL CONDUCTS A NUMBER OF FUNDRAISING AND OUTREACH ACTIVITIES IN THE DURHAM COMMUNITY AND BEYOND. DUKE REGIONAL RAISED $16,127 TO SUPPORT LOCAL CHARITIES DURING FY 2025.THE HOSPITAL CONTINUES TO PARTNER WITH LOCAL NONPROFITS ON ENDEAVERS THAT EDUCATE THE COMMUNITY ABOUT HEALTH INITIATIVES AND DISPARITIES AND PROVIDES OFFICE SPACE FOR THE DURHAM COMMUNITY HEALTH COALITION. IN FY 2025, DUKE REGIONAL HOSPITAL PARTNERED WITH THE AMERICAN RED CROSS TO HOST THREE BLOOD DRIVES THAT RESULTED IN 83 UNITS OF BLOOD COLLECTED.4. MENTAL HEALTHIN 2021, DUKE REGIONAL OPENED THE NEW BEHAVIORAL HEALTH CENTER NORTH DURHAM AND EXPANDED EMERGENCY DEPARTMENT TO PROVIDE MORE COMPREHENSIVE CARE FOR OUR BEHAVIORAL HEALTH PATIENTS. THIS $102.4 MILLION PROJECT EXPANDED THE HOSPITAL'S EMERGENCY ROOM AND CONSOLIDATED INPATIENT, OUTPATIENT AND EMERGENCY BEHAVIORAL HEALTH SERVICES ON DUKE REGIONAL'S CAMPUS, WITH THE GOAL OF PROVIDING BETTER COORDINATION OF CARE FOR BEHAVIORAL HEALTH PATIENTS IN DURHAM AND REGIONALLY. THE CENTER INCORPORATES MEETING SPACE SPECIALLY DESIGNED TO BE USED BY COMMUNITY-BASED ORGANIZATIONS PROVIDING SERVICES FOR BEHAVIORAL HEALTH PATIENTS AND THEIR FAMILIES. |
| 5. PHYSICAL ACTIVITY, NUTRITION AND FOOD ACCESS | WHILE DUKE REGIONAL HOSPITAL DOES NOT LEAD FACILITY SPECIFIC PROGRAMS FOCUSED ON THIS HEALTH PRIORITY, THE NEED IS ADDRESSED THROUGH BROADER DUKE HEALTH INITIATIVES THAT BENEFIT THE DUKE REGIONAL HOSPITAL COMMUNITY. DUKE HEALTH, IN PARTNERSHIP WITH THE DURHAM COUNTY DEPARTMENT OF PUBLIC HEALTH, SECURED A MULTI-YEAR GRANT TOTALING $750,000 FROM THE DUKE ENDOWMENT TO BECOME A PART OF THE ENDOWMENT'S HEALTHY PEOPLE, HEALTHY CAROLINAS INITIATIVE. THE INITIATIVE SUPPORTS COALITIONS AIMED AT IMPROVING THE HEALTH AND WELL-BEING OF COMMUNITIES TO REDUCE CHRONIC DISEASE. THE COALITIONS PLACE SIGNIFICANT EMPHASIS ON PHYSICAL ACTIVITY, NUTRITION AND FOOD ACCESS. DURHAM'S COALITION IS THE PARTNERSHIP FOR A HEALTHY DURHAM'S PHYSICAL ACTIVITY, NUTRITION AND FOOD ACCESS COMMITTEE.SEVERAL HEALTHY PEOPLE, HEALTHY CAROLINAS RELATED INITIATIVES WERE INITIATED DURING THE FIRST IMPLEMENTATION YEAR. THE FOOD RECOVERY PROGRAM SAVED OVER 2,000 POUNDS OF FOOD, FEEDING 1,725 PEOPLE. THE VAPING PREVENTION PROGRAM WAS SUCCESSFULLY INTRODUCED INTO ONE ELEMENTARY SCHOOL IN THE SPRING, TEACHING 33 STUDENTS. SIX LEADERS AND EIGHT COMMUNITY MEMBERS TRAINED IN SELF-MANAGEMENT SKILLS FOR CHRONIC ILLNESS IN A TRAIN-THE-TRAINER MODEL. PANFA COLLABORATED WITH CITY TRANSPORTATION STAFF TO INSTALL A BIKE FIX-IT STATION, A FREE RESOURCE FOR BICYCLISTS TO FIX MECHANICAL ISSUES, CONNECTING MULTIPLE PARKS. PANFA MEMBERS ENGAGE IN THE CITY'S VISION ZERO PLAN AND THE JOINT CITY AND COUNTY BIKE AND PEDESTRIAN PLAN, BOTH AIMING TO IMPROVE SAFETY OF STREETS AND ACCESS TO SAFE ACTIVITY.DURING FISCAL YEAR 2025, PANFA ENCOURAGED CHILDREN TO ENGAGE IN PHYSICAL ACTIVITY BY MAKING ENHANCEMENTS TO SCHOOL AND PUBLIC PLAYGROUNDS. FOUR HUNDRED THIRTEEN CHILDREN PARTICIPATED IN TRACKING PHYSICAL ACTIVITY AND TEACHERS WERE SURVEYED REGARDING PHYSICAL ACTIVITY LEVELS AND OTHER IMPACTS OF THE ENHANCEMENTS. SEVENTY-TWO PERCENT OF THE STUDENTS GOT 30-60 MINUTES OF ACTIVITY COMPARED TO 68% BEFORE THE ENHANCEMENTS. THE PERCENTAGE OF TIME THE STUDENTS SPENT BEING ACTIVE WHILE OUTSIDE INCREASED FROM 68% TO 86%. TEACHERS NOTED FEWER DISCIPLINE ISSUES DURING RECESS AS MORE STUDENTS ENGAGED IN PHYSICAL ACTIVITY. TEACHERS ALSO NOTED THAT STUDENTS SEEMED MORE INTERESTED AND ENGAGED IN CLASS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 8 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| 1 - DUKE HEALTH CENTER ARRINGDON | ||||
| 5601 ARRINGDON PARK DRIVE | MORRISVILLE | NC | 27560 | SPECIALTY AND INDEPENDENT DIAGNOSTIC TESTING FACILITY |
| 2 - DUKE HEALTH IMAGING AT HERITAGE | ||||
| 3000 ROGERS RD | WAKE FOREST | NC | 27587 | INDEPENDENT DIAGNOSTIC TESTING FACILITY |
| 3 - DUKE IMAGING SERVICES | ||||
| 3700 NW CARY PARKWAY SUITE 120 | CARY | NC | 27513 | INDEPENDENT DIAGNOSTIC TESTING FACILITY |
| 4 - DUKE PTOT AT HILLSBOROUGH | ||||
| 267 SOUTH CHURTON | HILLSBOROUGH | NC | 27278 | SPECIALTY |
| 5 - DUKE HEALTH IMAGING AT HOLLY SPRINGS | ||||
| 401 IRVING PKWY | HOLLY SPRINGS | NC | 27540 | INDEPENDENT DIAGNOSTIC TESTING FACILITY |
| 6 - DUKE MEADOWMONT CHAPEL HILL | ||||
| 802 W BARBEE CHAPEL ROAD SUITE 100 | CHAPEL HILL | NC | 27517 | SPECIALTY |
| 7 - DUKE IMAGING COLEY HALL | ||||
| 66 VILCOM CENTER DR SUITE 101 | CHAPEL HILL | NC | 27514 | INDEPENDENT DIAGNOSTIC TESTING FACILITY |
| 8 - HOCK FAMILY PAVILION | ||||
| 4023 NORTH ROXBORO ROAD | DURHAM | NC | 27704 | HOSPICE |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3C: | NOT APPLICABLEPART I, LINE 6A:NOT APPLICABLEPART I, LINE 7, COLUMN F:TOTAL GROSS COMMUNITY BENEFIT EXPENSE AS A PERCENT OF TOTAL EXPENSES IS 6.8%.PART I, LINE 7:CHARITY CARE AT COST IS DETERMINED USING THE COST-TO-CHARGE CALCULATION FROM WORKSHEET 2, IN ORDER TO CALCULATE THE AMOUNTS REPORTED ON THE TABLE. UNREIMBURSED MEDICAID IS DETERMINED USING A COST ACCOUNTING SYSTEM THAT ADDRESSES ALL PATIENT SEGMENTS.CHARITY CARE, UNREIMBURSED MEDICAID, AND COMMUNITY HEALTH IMPROVEMENT SERVICES INCLUDE FINANCIAL ASSISTANCE AND OTHER COMMUNITY BENEFIT COSTS PROVIDED BY DUHS' SUPPORT CORPORATIONS, DUKE HEALTH INTEGRATED PRACTICE, DUKE UNIVERSITY AFFILIATED PHYSICIANS, ASSOCIATED HEALTH SERVICES, DUKE INTEGRATED NETWORK, AND WATTS COLLEGE OF NURSING THAT FILE SEPARATE 990S BUT ARE NOT REQUIRED TO COMPLETE A SCHEDULE H. TOTAL ESTIMATED NET COMMUNITY BENEFIT EXPENSES FOR THESE ENTITIES TOTALED $112.5 MILLION IN FY2025.PART II, COMMUNITY BUILDING ACTIVITIES:THESE ACTIVITIES ARE INCLUDED IN DUKE UNIVERSITY HEALTH SYSTEM, INC.'S (DUHS) OPERATING EXPENSES AND ARE NOT TRACKED SEPARATELY FOR COMMUNITY BENEFIT REPORTING PURPOSES.PART III, LINE 1 AND LINE 2:DUHS PROVIDED UNCOMPENSATED CARE AT ESTIMATED COSTS IN THE FORM OF IMPLICIT PRICE CONCESSIONS (CONSIDERED BAD DEBT EXPENSE PRIOR TO ADOPTION OF ACCOUNTING STANDARDS UPDATE 2014-16, "REVENUE FROM CONTRACTS WITH CUSTOMERS" IN FY2019) ASSOCIATED WITH UNCOLLECTIBLE PATIENT ACCOUNTS AT AN ESTIMATED COST OF $36,043,000 IN FISCAL YEAR 2025. DUHS USED THE COST-TO-CHARGE RATIO FROM WORKSHEET 2 TO ESTIMATE COST.PART III, LINE 3:DUHS PRESUMPTIVELY SCREENS ALL UNINSURED PATIENTS AND ALL PATIENTS ENTERING THROUGH THE EMERGENCY DEPARTMENT, REGARDLESS OF INSURANCE STATUS, FOR FINANCIAL ASSISTANCE. WHILE THESE PRESUMPTIVE PROCESSES IDENTIFY A SUBSET OF PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE WITHOUT NEEDING DIRECT INPUT FROM THE PATIENT, THOSE WHO DO NOT FALL UNDER THE PRESUMPTIVE SCREENING CRITERIA WILL NEED TO PROVIDE INFORMATION TO QUALIFY FOR FINANCIAL ASSISTANCE UNDER DUHS' FINANCIAL ASSISTANCE POLICY. A PORTION OF IMPLICIT PRICE CONCESSIONS (FORMERLY CONSIDERED BAD DEBT EXPENSE) SHOULD BE INCLUDED AS A COMMUNITY BENEFIT, BUT THE PORTION THAT IS ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER OUR FINANCIAL ASSISTANCE POLICY IS INDETERMINABLE BECAUSE OF THOSE PATIENTS WHO FAIL TO APPLY FOR OR PROVIDE INFORMATION NEEDED TO DETERMINE THEIR ELIGIBILITY UNDER THE DUHS FAP. DUHS, INC. FOLLOWS ITS MISSION TO THE COMMUNITY AND PROVIDES EMERGENT SERVICES TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. PATIENTS WHO MAY QUALIFY FOR FINANCIAL ASSISTANCE ARE REPORTED AS AN IMPLICIT PRICE CONCESSION INSTEAD BECAUSE OF THOSE PATIENTS' INABILITY OR UNWILLINGNESS TO PROVIDE THE NECESSARY DOCUMENTATION REQUIRED TO DETERMINE FINANCIAL ASSISTANCE CLASSIFICATION.PART III, LINE 4:PAGES 18-21 IN THE FY2025 AUDITED FINANCIAL STATEMENT FOOTNOTES DESCRIBE IMPLICIT PRICE CONCESSIONS RELATED TO UNINSURED PATIENTS.PART III, LINE 7:TOTAL UNREIMBURSED COSTS ATTRIBUTABLE TO PROVIDING SERVICES UNDER MEDICARE AS REPORTED IN THE JUNE 30, 2025 DUHS CONSOLIDATED FINANCIAL STATEMENTS ARE $708,572,000 AS COMPARED TO $145,202,505 AS REPORTED IN SECTION B, LINE 7 OF SCHEDULE H. THE DUHS TOTAL MEDICARE SHORTFALL OF $708,572,000 IS DERIVED FROM THE COST ACCOUNTING SYSTEM WHICH INCLUDES ALL PAYMENTS AND COSTS ASSOCIATED WITH MEDICARE PATIENTS, WHEREAS THE AMOUNT REPORTED IN SECTION B OF SCHEDULE H IS DERIVED BASED ON IRS INSTRUCTIONS. IRS INSTRUCTIONS SPECIFY THAT ONLY A PORTION OF COSTS ASSOCIATED WITH MEDICARE BENEFICIARIES BE REPORTED ON SCHEDULE H. SIGNIFICANT MEDICARE COSTS EXCLUDED FROM SCHEDULE H DATA INCLUDE THOSE ASSOCIATED WITH MEDICARE PATIENTS COVERED UNDER MANAGED CARE PLANS, COSTS REIMBURSED THROUGH MEANS NOT REPORTED ON THE COST REPORT, AND UNREIMBURSED COSTS PROVIDED BY DUHS' SUPPORT CORPORATIONS THAT ARE NOT REQUIRED TO FILE A COST REPORT OR COMPLETE A SCHEDULE H.PART III, LINE 8:MEDICARE RATES AND THE NUMBER OF MEDICARE PATIENTS DUHS TREATS ARE NOT NEGOTIATED. MEDICARE DOES NOT FULLY COMPENSATE DUHS FOR THE COST OF PROVIDING CARE TO MEDICARE BENEFICIARIES. DUHS CONTINUES TO SERVE THE MEDICARE POPULATION AS MEDICARE REIMBURSEMENT RATES DECLINE RELATIVE TO THE COST OF CARE. THEREFORE, ANY LOSS RELATED TO PROVIDING CARE FOR MEDICARE PATIENTS SHOULD BE CLASSIFIED AS A COMMUNITY BENEFIT. DUHS FOLLOWED THE MEDICARE COST REPORT RULES AND GUIDELINES IN DETERMINING THE COSTS REPORTED ON LINE 6. THESE RULES USE A VARIETY OF DIFFERENT METHODOLOGIES BASED ON THE TYPE OF SERVICE.PART III, LINE 9B:COLLECTION EFFORTS ARE IMMEDIATELY STOPPED FOR PATIENTS WHO SUBMIT A FINANCIAL ASSISTANCE APPLICATION. PATIENTS WHO QUALIFY FOR FINANCIAL ASSISTANCE ARE NOT PURSUED USING ANY DEBT COLLECTION PRACTICES. |
| NEEDS ASSESSMENT: | PART VI, LINE 2:DUHS USES SEVERAL MECHANISMS TO ASSESS AND ADDRESS THE HEALTH CARE NEEDS OF THE COMMUNITIES IT SERVES. DUHS IS A LEAD PARTNER ON THE DEVELOPMENT OF COMMUNITY HEALTH NEEDS ASSESSMENTS IN DURHAM COUNTY AND WAKE COUNTY. DUHS ACTIVELY VOLUNTEERS TO COLLECT DATA AND PARTICIPATE ON COMMITTEES IDENTIFYING THE PRIORITIES AND DEVELOPING STRATEGIES TO ADDRESS THE IDENTIFIED PRIORITIES. IN 2019, DUHS BEGAN A PILOT OF SCREENING ITS PATIENTS FOR UNMET SOCIAL NEEDS INCLUDING FOOD INSECURITY, HOUSING INSECURITY, TRANSPORTATION, AND MENTAL HEALTH. THE SCREENING IS MANAGED THROUGH EPIC AND WHEN PATIENTS SCREEN POSITIVE FOR A SOCIAL NEED, DUHS MAKES AN IMMEDIATE REFERRAL, THROUGH A STATEWIDE SYSTEM CALLED NCCARE360, TO COMMUNITY-BASED RESOURCES THAT PROVIDE SUPPORT SERVICES IN THE IDENTIFIED AREA(S). OVER 50 SITES ARE PARTICIPATING IN THE SCREENING OF SOCIAL NEEDS. DUKE UNIVERSITY'S BOARD OF TRUSTEES APPROVED THE STRATEGIC COMMUNITY IMPACT PLAN (SCIP) IN 2019 WHICH OUTLINES FIVE COMMUNITY FOCUS AREAS AND PRIORITIES BASED ON COMMUNITY LISTENING SESSIONS: (1) HOUSING (PRIORITY: AFFORDABLE HOUSING AND INFRASTRUCTURE; (2) EDUCATION (PRIORITY: EARLY CHILDHOOD DEVELOPMENT); (3) EMPLOYMENT (PRIORITY: COLLEGE AND CAREER READINESS); (4) HEALTH (PRIORITY: FOOD SECURITY); AND (5) COMMUNITY (PRIORITY: NONPROFIT CAPACITY). THESE FOCUS AREAS ALIGN WITH THE CHNA PRIORITIES AND PATIENT SCREENING DATA. DUHS HAS EMBRACED THE SCIP AS AN INTEGRAL PART OF ITS STRATEGIC GOAL TO ADVANCE HEALTH EQUITY. PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE:PART VI, LINE 3:DUHS EMPLOYS NUMEROUS MEANS TO EDUCATE PATIENTS ABOUT THEIR ELIGIBILITY FOR ASSISTANCE UNDER FEDERAL, STATE, OR LOCAL GOVERNMENT PROGRAMS OR UNDER THE DUHS FINANCIAL ASSISTANCE POLICY. DETAILED INFORMATION IS POSTED ON WWW.DUKEHEALTH.ORG (DUHS' WEBSITE) ALONG WITH HARDCOPY BROCHURES THAT ARE AVAILABLE IN ENGLISH OR SPANISH AT ALL OF OUR PATIENT REGISTRATION LOCATIONS. ALL INPATIENTS AND EMERGENCY DEPARTMENT PATIENTS ARE ALSO PROVIDED WITH A HARDCOPY, ONE-PAGE SUMMARY OF THE WAYS DUHS CAN ASSIST PATIENTS FINANCIALLY. FOR OUTPATIENTS, THIS SAME ONE-PAGE SUMMARY IS PROVIDED ON THEIR FIRST VISIT TO THE INSTITUTION. IN ADDITION, DUHS EMPLOYS FINANCIAL CARE COUNSELORS WHO MEET INDIVIDUALLY WITH PATIENTS WHO HAVE QUESTIONS REGARDING PAYMENT FOR THEIR CARE. DUHS ALSO EMPLOYS MEDICAID ASSISTANCE COUNSELORS WHO SPECIALIZE IN ASSISTING PATIENTS TO APPLY FOR MEDICAID, DISABILITY, AND OTHER FEDERAL, STATE, AND LOCAL PROGRAMS. DUHS ASSISTS BETWEEN 12,000-15,000 PATIENTS IN APPLYING AND BECOMING ELIGIBLE FOR THESE PROGRAMS ANNUALLY. FINALLY, PATIENTS MAY ALWAYS CONTACT DUHS' TOLL FREE CUSTOMER SERVICE NUMBER TO REQUEST INFORMATION ABOUT THEIR BILL OR OBTAIN A FINANCIAL ASSISTANCE APPLICATION.COMMUNITY INFORMATION:PART VI, LINE 4:DUHS SERVES A BROAD, CULTURALLY, RACIALLY AND SOCIALLY DIVERSE GEOGRAPHIC AND DEMOGRAPHIC REGION. DUHS' HOME CITY OF DURHAM IS THE CORE, BUT DUHS' REACH EXTENDS INTO THE SURROUNDING RESEARCH TRIANGLE AREA OF NORTH CAROLINA AND THE STATE'S LARGER NORTHERN PIEDMONT REGION, AS WELL AS STATEWIDE, NATIONALLY AND GLOBALLY. DUHS' PRIMARY SERVICE AREA (PSA) IS A 7-COUNTY REGION IN NC THAT INCLUDES ALAMANCE, DURHAM, GRANVILLE, ORANGE, PERSON, VANCE AND WAKE COUNTIES. WITH A POPULATION OF 2.1 MILLION, THIS 7-COUNTY REGION REPRESENTS APPROXIMATELY 19.3% OF NC'S POPULATION BASED ON FEDERAL FISCAL YEAR (FFY) 2024 DATA. THE WEIGHTED AVERAGE MEDIAN HOUSEHOLD INCOME IN ITS PSA IS $74,695. APPROXIMATELY 68% OF INPATIENT DISCHARGES FROM DUHS FACILITIES IN FFY 2024 WERE PATIENTS FROM ITS PSA. THE POPULATION IN DUHS' PSA IS EXPECTED TO GROW AT A HIGHER RATE OVER THE NEXT 5 YEARS FROM 2025 TO 2029 COMPARED TO NC'S OVERALL EXPECTED POPULATION GROWTH RATE. THE PSA 5-YEAR CAGR IS EXPECTED TO BE 1.1% COMPARED TO THE OVERALL ESTIMATED NC RATE OF 0.9%. DUHS' SECONDARY SERVICE AREA COVERS 15 COUNTIES IN NORTH CAROLINA AND SOUTHERN VIRGINIA WITH A POPULATION OF APPROXIMATELY 2 MILLION. PROMOTION OF COMMUNITY HEALTH:PART VI, LINE 5:DUHS PROMOTES THE HEALTH OF THE COMMUNITIES IT SERVES THROUGH A NUMBER OF COMMUNITY BUILDING ACTIVITIES. CENTRAL TO MANY OF THE EFFORTS IS DUHS' OFFICE OF COMMUNITY HEALTH (OCH). OCH REPORTS DUALLY TO (1) THE CEO OF THE HEALTH SYSTEM AND (2) DUKE'S VICE PRESIDENT OF COMMUNITY AFFAIRS TO FACILITATE LEVERAGING ASSETS ACROSS THE ENTIRE DUKE ENTERPRISE TO ASSESS AND ADDRESS COMMUNITY NEEDS. OCH ALSO FACILITATES THE DEVELOPMENT OF COORDINATED, SYSTEM-LEVEL INITIATIVES TO ADDRESS IDENTIFIED COMMUNITY NEEDS IN PARTNERSHIP WITH COMMUNITY-BASED ORGANIZATIONS. FURTHERMORE, OCH ORGANIZES ANNUAL HEALTH SUMMITS TO BRING COMMUNITY MEMBERS, ELECTED OFFICIALS, PROVIDERS, AND OTHERS TOGETHER TO GENERATE AND SHARE INFORMATION, COLLECT ADDITIONAL DATA, AND DEVELOP STRATEGIES COLLABORATIVELY TO ADDRESS SOCIAL DRIVERS OF HEALTH. DUHS' OFFICE OF COMMUNITY HEALTH'S CHIEF COMMUNITY HEALTH AND SOCIAL IMPACT OFFICER IS A FULL-TIME LIAISON IN DURHAM AND IN DUHS' PRIMARY SERVICE AREAS. THE OFFICE SPONSORS AND FACILITATES COMMUNITY EVENTS SUCH AS THE ANNUAL COMMUNITY HEALTH SUMMIT AND SIMILAR REGIONAL AND STATE HEALTH SUMMITS THAT RAISE AWARENESS OF COMMUNITY HEALTH NEEDS, PROMOTE PREVENTION AND WELLNESS, AND CHART A COURSE FOR SOLVING HEALTH-RELATED SOCIAL NEED (HRSN) ISSUES AND DISPARITIES IDENTIFIED BY THE COMMUNITY. IN ADDITION, THE OFFICE PROVIDES A POINT OF DIRECT CONTACT FOR COMMUNITY MEMBERS WHO HAVE QUESTIONS OR CONCERNS ABOUT COMMUNITY ISSUES OR ACCESS TO HEALTH CARE SERVICES. THE OFFICE ALSO PROVIDES DIRECT FINANCIAL SUPPORT TO A VARIED PORTFOLIO OF COMMUNITY GROUPS THROUGH THE BUILDING HEALTHY COMMUNITIES GRANTS PROGRAM. THE CHIEF HEALTH AND SOCIAL IMPACT OFFICER AND STAFF SERVE ON A NUMBER OF COMMUNITY BOARDS AND HEALTH-RELATED COMMITTEES. STAFF FROM THE OFFICE OF COMMUNITY HEALTH AND DUHS REPRESENTATIVES IMMERSED IN COMMUNITY ENGAGEMENT ACTIVITIES CREATED FORMAL PRINCIPLES OF COMMUNITY ENGAGEMENT THAT COMMIT DUHS AND ITS COMMUNITY PARTNERS TO DEVELOPING PROPOSED PROJECTS AND INITIATIVES BASED ON TRUST, RESPECT, DIVERSITY, SAFETY AND COMMUNITY-IDENTIFIED NEEDS. THESE PRINCIPLES HAVE BEEN INCORPORATED INTO COMMUNITY-BASED HEALTHCARE PROJECTS INCLUDING COMMUNITY CLINICS, FOCUS GROUPS, CHNA IMPLEMENTATION PLANS, AND DUHS' ANNUAL HEALTH SUMMIT. |
| IN ADDITION TO COMMUNITY BUILDING ACTIVITIES, | DUHS PROMOTES THE HEALTH OF ITS COMMUNITIES IN A NUMBER OF IMPORTANT WAYS. ONE OF DUHS' THREE CONSTITUENT HOSPITALS, DUKE REGIONAL, HAS AN OPEN MEDICAL STAFF AND A HOSPITAL CORPORATION BOARD, WHICH IS A COUNTY APPOINTED BOARD RESPONSIBLE FOR HOSPITAL OVERSIGHT. DUHS' CEO ALSO HAS A COMMUNITY HEALTH ADVISORY BOARD TO PROVIDE FEEDBACK ON A VARIETY OF ISSUES, INCLUDING USE OF DUHS RESOURCES, HEALTH SERVICE DELIVERY SYSTEMS AND LONG-RANGE GOALS TO REDUCE HEALTH RISKS AND DISPARITIES IN DURHAM COUNTY. THE BOARD INCLUDES STATE AND LOCAL ELECTED OFFICIALS, NEIGHBORHOOD COUNCILS AND OTHER GRASSROOTS ORGANIZATIONS, POLITICAL GROUPS, DURHAM PUBLIC SCHOOLS, AMONG OTHERS. DUHS MAINTAINS A BUILDING HEALTHY COMMUNITIES GRANT COMMITTEE TO REVIEW COMMUNITY REQUESTS FOR PHILANTHROPIC ASSISTANCE THAT PROMOTE HEALTH, WELLNESS, AND ECONOMIC MOBILITY. DUHS FORMED A COMMUNITY HEALTH EXECUTIVE COUNCIL IN 2022 COMPRISED OF LEADERS ACROSS DUKE HEALTH TO OVERSEE STRATEGIES DESIGNED TO ADVANCE HEALTH EQUITY AND ADDRESS HEALTH-RELATED SOCIAL NEEDS. ADDITIONALLY, SEVERAL COMMITTEES/COUNCILS HAVE BEEN FORMED AROUND SPECIFIC HEALTH-RELATED SOCIAL NEEDS TO DISCUSS COMMUNITY STATUS, CAPACITY NEEDS OF COMMUNITY-BASED ORGANIZATIONS, AND TO INFORM SYSTEM-LEVEL EFFORTS.DUKE HEALTH PROVIDES VARIOUS OPPORTUNITIES FOR STUDENTS TO INTERACT WITH DIFFERENT HEALTH CARE PROFESSIONALS ACROSS THE SYSTEM. THE OFFICE OF COMMUNITY HEALTH, DRH, AND OTHER KEY COMMUNITY PARTICIPANTS ARE ACTIVE IN A WORKFORCE DEVELOPMENT PROJECT CALLED PROJECT SEARCH. THIS PROGRAM, MODELED AFTER THE PROGRAM AT CINCINNATI CHILDREN'S HOSPITAL, PROVIDES YOUTH WITH DISABILITIES EMPLOYMENT TRAINING AND CAREER OPPORTUNITIES IN DURHAM. EACH YEAR, DUKE RALEIGH HOSPITAL PARTNERS WITH ENLOE MAGNET HIGH SCHOOL AND SOUTHEAST RALEIGH MAGNET HIGH SCHOOL TO HOST A STEAM CAREER FAIR AND GUIDED HOSPITAL TOUR IN WAKE COUNTY. CLINICAL AND NON-CLINICAL TEAM MEMERS ACROSS THE HOSPITAL PARTICIPATE TO HELP STUDENTS EXPLORE THE MANY ROLES THAT SHAPE PATIENT CARE AND COMMUNITY HEALTH. THE EVENT IS DESIGNED TO SPARK CURIOSITY, HIGHLIGHT THE BREADTH OF CAREERS IN HEALTHCARE, AND SUPPORT EARLY PIPELINE DEVELOPMENT FOR THE NEXT GENERATION OF HEALTH PROFESSIONALS.DURHAM-ORANGE MEDICAL SOCIETY AND THE DURHAM ACADEMY OF MEDICINE, DENTISTRY AND PHARMACY (AN ASSOCIATION FOR AFRICAN-AMERICAN MEDICAL PROFESSIONALS) HELP PROMOTE THE SUCCESS OF THE CITY OF MEDICINE ACADEMY (CMA). THE CMA IS A PUBLIC MAGNET HIGH SCHOOL DESIGNED FOR STUDENTS INTERESTED IN HEALTH CARE CAREERS. DUKE FACULTY ARE INVOLVED WITH MENTORING STUDENTS AND CLASSROOM LECTURES AT THE CITY MEDICINE ACADEMY.STUDENTS FROM THE DUKE SCHOOLS OF MEDICINE AND NURSING ENGAGE COMMUNITIES IN DURHAM AND BEYOND IN ACTIVITIES THAT INCLUDE FREE BLOOD PRESSURE SCREENINGS FOR THE HOMELESS, AND IDENTIFYING THE HEALTH CARE NEEDS OF A LOW WEALTH COMMUNITY SCHOOL AND DEVELOPING A CURRICULUM FOR STUDENTS AND PARENTS THAT ADDRESSES THOSE NEEDS. STUDENTS HAVE ALSO FORMED FOOD SECURITY INITIATIVES INCLUDING ROOT CAUSES' FRESH PRODUCE PROGRAM THAT DISTRIBUTES FOOD TO DUKE PATIENTS BASED ON PROVIDER PRESCRIPTIONS. OCH IS ALSO AN ADVISOR TO A STUDENT-LED GROUP AT DUKE CALLED THE FOOD RECOVERY NETWORK THAT PACKAGES UNUSED, PREPARED MEALS FROM DINING SERVICES ACROSS THE UNIVERSITY AND DELIVERS THEM TO COMMUNITY-BASED ORGANIZATIONS FOR DISTRIBUTION TO COMMUNITY MEMBERS IN NEED.AFFILIATED HEALTH CARE SYSTEM ROLES:PART VI, LINE 6:DUHS PROVIDES HEALTH CARE SERVICES ACROSS THE FULL CONTINUM OF CARE, FROM WELLNESS AND PREVENTATIVE SERVICES TO HOSPICE. DUHS' HEALTH CARE NETWORK INCLUDES FOUR HOSPITALS, AN EXTENSIVE AMBULATORY AND CLINIC NETWORK, AND AN INTEGRATED PHYSICIAN PRACTICE ORGANIZATION. DUHS IS ANCHORED BY DUKE UNIVERSITY HOSPITAL, WHICH OPERATES AS A SINGLE MULTI-CAMPUS HOSPITAL, INCLUDING ITS FLAGSHIP ACADEMIC MEDICAL CENTER LOCATED ON THE DUKE UNIVERSITY CAMPUS IN DURHAM, NORTH CAROLINA (THE DUKE UNIVERSITY HOSPITAL-UNIVERSITY CAMPUS) AND A COMMUNITY HOSPITAL LOCATED IN RALEIGH, NORTH CAROLINA (DUKE RALEIGH HOSPITAL). THE UNIVERSITY CAMPUS LOCATION IS AN ACADEMIC MEDICAL CENTER THAT PROVIDES COMPREHENSIVE DIAGNOSTIC AND THERAPEUTIC SERVICES AND SERVES AS A TEACHING AND RESEARCH HOSPITAL FOR STUDENTS OF MEDICINE, NURSING, AND ALLIED HEALTH SCIENCES. DUKE RALEIGH HOSPITAL IS A GENERAL ACUTE CARE COMMUNITY HOSPITAL PROVIDING SERVICES PRIMARILY TO RESIDENTS OF WAKE COUNTY AND SURROUNDING COMMUNITIES. DUHS ALSO OPERATES DUKE REGIONAL HOSPITAL, A GENERAL ACUTE CARE COMMUNITY HOSPITAL LOCATED IN DURHAM, NORTH CAROLINA, PROVIDING CARE TO RESIDENTS OF DURHAM AND SURROUNDING COMMUNITIES. ON APRIL 1, 2025, DUHS, THROUGH A WHOLLY CONTROLLED AFFILIATE, ACQUIRED LAKE NORMAN REGIONAL MEDICAL CENTER IN MOORESVILLE, NORTH CAROLINA, AND NOW OPERATES THIS FACILITY AS DUKE HEALTH LAKE NORMAN HOSPITAL, A COMMUNITY HOSPITAL SERVING SOUTHERN IREDELL COUNTY AND THE SURROUNDING REGION.ACROSS ITS HOSPITALS AND ABULATORY OPERATIONS, DUHS OFFERS A COMPREHENSIVE RANGE OF MEDICAL, SURGICAL, DIAGNOSTIC, EMERGENCY, REHABILITATIVE, BEHAVIORAL HEALTH, AND SPECIALTY SERVICES. DUHS' AMBULATORY FOOTPRINT INCLUDES A BROAD NETWORK OF CLINICS, PRIMARY CARE PRACTICES, AND SPECIALTY CLINICS LOCATED THROUGHOUT ITS SERVICE AREA.DUKE HEALTH INTEGRATED PRACTICE (DHIP) IS DUHS' EMPLOYED PHYSICIAN AND CLINICAL PRACTICE ORGANIZATION AND SUPPORTS THE DELIVERY OF PRIMARY AND MULTI-SPECIALTY CARE ACROSS THE SYSTEM. DUHS ALSO PROVIDES HOME HEALTH, HOME INFUSION, AND HOSPICE SERVICES, ENABLING CARE TO BE DELIVERED IN OUTPATIENT AND HOME-BASED SETTINGS WHEN CLINICALLY APPROPRIATE.DUHS' OPERATING UNITS WORK TOGETHER TO PROVIDE COORDINATED CARE AT THE APPROPRIATE LEVEL OF SERVICE, WITH AN EMPHASIS ON ACCESS, QUALITY AND COMMUNITY BENEFIT. LIST OF ALL STATES WHICH ORGANIZATION FILES A COMMUNITY BENEFIT REPORT:PART VI, LINE 7:NORTH CAROLINA |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (62 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE MEDICAL MINISTRY INC | ||||||||
| 101 DONALD ROSS DR | RALEIGH | NC | 27610 | 562168673 | 501(C)(3) | $50,000 | $0 | COMMUNITY SUPPORT |
| AMERICAN HEART ASSOCIATION INC | ||||||||
| PO BOX 843384 | DALLAS | TX | 752843384 | 135613797 | 501(C)(3) | $75,000 | $0 | SPONSORSHIP |
| AUTISM SUPPORT AND ADVOCACY CENTER | ||||||||
| 1901 CHAPEL HILL RD | DURHAM | NC | 27707 | 264613218 | 501(C)(3) | $15,000 | $0 | COMMUNITY SUPPORT |
| BACKPACK PROJECT DURHAM | ||||||||
| 1400 WEST MAIN ST BOX 97347 | DURHAM | NC | 27708 | 923221822 | 501(C)(3) | $7,500 | $0 | COMMUNITY SUPPORT |
| BLACK FARMERS MARKET | ||||||||
| PO BOX 13633 | DURHAM | NC | 27709 | 872075264 | 501(C)(3) | $10,000 | $0 | COMMUNITY SUPPORT |
| BOYS & GIRLS CLUBS OF DURHAM & ORAN | ||||||||
| 1010 MARTIN LUTHER KING JR PKW | DURHAM | NC | 27713 | 566001906 | 501(C)(3) | $11,000 | $0 | COMMUNITY SUPPORT |
| BOYS CLUB OF WAKE COUNTY INC | ||||||||
| 701 N RALEIGH BLVD | RALEIGH | NC | 27610 | 560863051 | 501(C)(3) | $20,000 | $0 | SPONSORSHIP |
| CAPSTONE EVENT GROUP INC | ||||||||
| 3803-B COMPUTER DR SUITE 205 | RALEIGH | NC | 27609 | 464157559 | $7,500 | $0 | SPONSORSHIP | |
| CENTRAL PARK SCHOOL FOR CHILDREN | ||||||||
| 724 FOSTER ST | DURHAM | NC | 27701 | 201582345 | 501(C)(3) | $20,000 | $0 | COMMUNITY SUPPORT |
| CHILDRENS CANCER PARTNERS | ||||||||
| 900 S PINE ST STE F | SPARTANBURG | SC | 29302 | 202511033 | 501(C)(3) | $8,500 | $0 | COMMUNITY SUPPORT |
| CHILDRENS FLIGHT OF HOPE INC | ||||||||
| 751 CORPORATE CENTER DR STE 130 | RALEIGH | NC | 27607 | 561762824 | 501(C)(3) | $20,000 | $0 | COMMUNITY SUPPORT |
| CITY OF MEDICINE VOLUNTEER MEDICAL | ||||||||
| 6409 FAYETTVILLE RD STE 120 334 | DURHAM | NC | 27713 | 862706784 | 501(C)(3) | $15,000 | $0 | COMMUNITY SUPPORT |
| COMMUNITIES IN PARTNERSHIP | ||||||||
| PO BOX 11247 | DURHAM | NC | 27703 | 475567396 | 501(C)(3) | $30,000 | $0 | COMMUNITY SUPPORT |
| COMMUNITY FOUNDATION OF MIDDLE TN | ||||||||
| 3421 BELMONT BLVD | NASHVILLE | TN | 37215 | 621471789 | 501(C)(3) | $50,000 | $0 | COMMUNITY SUPPORT |
| COMMUNITY HEALTH COALITION INC | ||||||||
| PO BOX 15176 | DURHAM | NC | 277042755 | 562269385 | 501(C)(3) | $8,500 | $0 | COMMUNITY SUPPORT |
| DURHAM CHILDRENS INITIATIVE | ||||||||
| 2101 ANGIER AVE 200 | DURHAM | NC | 27703 | 320263133 | 501(C)(3) | $8,500 | $0 | COMMUNITY SUPPORT |
| DURHAM NATIVITY SCHOOL | ||||||||
| 1004 N MANGUM ST | DURHAM | NC | 27701 | 562274228 | 501(C)(3) | $6,000 | $0 | COMMUNITY SUPPORT |
| DURHAM PUBLIC SCHOOLS FOUNDATION | ||||||||
| 600 E UMSTEAD ST | DURHAM | NC | 27701 | 822803464 | 501(C)(3) | $100,000 | $0 | COMMUNITY SUPPORT |
| DURHAM SUCCESS SUMMIT INC | ||||||||
| 732 9TH STREET 596 | DURHAM | NC | 27705 | 862985757 | 501(C)(3) | $7,250 | $0 | COMMUNITY SUPPORT |
| EL CENTRO HISPANO INC | ||||||||
| 2000 CHAPEL HILL RD 26A | DURHAM | NC | 27707 | 562011661 | 501(C)(3) | $7,500 | $0 | SPONSORSHIP |
| EMILY KRZYZEWSKI FAMILY LIFE CENTER | ||||||||
| 904 W CHAPEL HILL ST | DURHAM | NC | 27701 | 562230469 | 501(C)(3) | $25,000 | $0 | SPONSORSHIP |
| EMPOWERED PARENTS IN COMMUNITY | ||||||||
| PO BOX 51431 | DURHAM | NC | 27717 | 841926159 | 501(C)(3) | $7,500 | $0 | SPONSORSHIP |
| FAMILIES MOVING FORWARD | ||||||||
| PO BOX 25426 | DURHAM | NC | 27702 | 561633998 | 501(C)(3) | $20,000 | $0 | COMMUNITY SUPPORT |
| FAMILY VIOLENCE PREVENTION CTR INC | ||||||||
| 1012 OBERLINE RD SUITE 100 | RALEIGH | NC | 27605 | 581320613 | 501(C)(3) | $30,000 | $0 | SPONSORSHIP |
| FIGHT FOR 1 OF US INC | ||||||||
| 8024 GLENWOOD AVE SUITE 200 | RALEIGH | NC | 27607 | 274754653 | 501(C)(3) | $30,000 | $0 | SPONSORSHIP |
| FOOD BANK OF CENTRAL & EASTERN NC | ||||||||
| 1924 CAPITAL BLVD | RALEIGH | NC | 27604 | 561283426 | 501(C)(3) | $10,000 | $0 | COMMUNITY SUPPORT |
| GREAT 100 INC | ||||||||
| PO BOX 4875 | GREENSBORO | NC | 274044875 | 561705456 | 501(C)(3) | $20,000 | $0 | SPONSORSHIP |
| HABITAT FOR HUMANITY OF DURHAM | ||||||||
| 1823 CHAPEL HILL RD | DURHAM | NC | 27707 | 581674794 | 501(C)(3) | $75,000 | $0 | COMMUNITY SUPPORT |
| HELENE FOUNDATION | ||||||||
| 13200 STRICKLAND RD 114-308 | RALEIGH | NC | 27613 | 270810112 | 501(C)(3) | $7,500 | $0 | COMMUNITY SUPPORT |
| HOLT BROTHERS FOUNDATION INC | ||||||||
| 421 FAYETTEVILLE ST SUITE 1300 | RALEIGH | NC | 27601 | 566570426 | 501(C)(3) | $7,500 | $0 | SPONSORSHIP |
| HOUSING FOR NEW HOPE INC | ||||||||
| 18 W COLONY PLACE SUITE 250 | DURHAM | NC | 27705 | 582089068 | 501(C)(3) | $35,000 | $0 | COMMUNITY SUPPORT |
| IMMERSION FOR SPANISH LANGUAGE AQUI | ||||||||
| PO BOX 16278 | CHAPEL HILL | NC | 27516 | 455336885 | 501(C)(3) | $8,500 | $0 | COMMUNITY SUPPORT |
| INTER-FAITH FOOD SHUTTLE | ||||||||
| 1001 BLAIR DR | RALEIGH | NC | 27620 | 561753180 | 501(C)(3) | $15,000 | $0 | COMMUNITY SUPPORT |
| IVY COMMUNITY CENTER INC | ||||||||
| 4222 FAYETTEVILLE ROAD | DURHAM | NC | 27713 | 561932352 | 501(C)(3) | $10,000 | $0 | COMMUNITY SUPPORT |
| JEWISH FFEDERATION OF DURHAM CHAPEL | ||||||||
| 1937 W CORNWALLIS RD | DURHAM | NC | 27705 | 581384316 | 501(C)(3) | $10,000 | $0 | COMMUNITY SUPPORT |
| L ARCHE NORTH CAROLINA | ||||||||
| 504 W CHAPEL HILL ST | DURHAM | NC | 27701 | 474421582 | 501(C)(3) | $25,000 | $0 | COMMUNITY SUPPORT |
| LATIN 19 | ||||||||
| 604 CHALFANT CT | RALEIGH | NC | 27607 | 872248916 | 501(C)(3) | $7,500 | $0 | COMMUNITY SUPPORT |
| LINCOLN COMMUNITY HEALTH CENTER INC | ||||||||
| 1301 FAYETTEVILLE ST | DURHAM | NC | 27707 | 561031244 | 501(C)(3) | $12,500 | $0 | COMMUNITY SUPPORT |
| MEALS ON WHEELS OF WAKE COUNTY | ||||||||
| 1001 BLAIR DRIVE SUITE 100 | RALEIGH | NC | 27603 | 561061085 | 501(C)(3) | $20,000 | $0 | COMMUNITY SUPPORT |
| MIDTOWN EVENTS LLC | ||||||||
| PO BOX 19107 | RALEIGH | NC | 27619 | 271832351 | $10,000 | $0 | SPONSORSHIP | |
| MIDTOWN RALEIGH ALLIANCE | ||||||||
| 7413 SIX FORKS RD STE 259 | RALEIGH | NC | 27615 | 452559048 | 501(C)(3) | $22,000 | $0 | SPONSORSHIP |
| NAMI WAKE COUNTY | ||||||||
| PO BOX 12562 | RALEIGH | NC | 27605 | 561552949 | 501(C)(3) | $15,000 | $0 | COMMUNITY SUPPORT |
| NORTH CAROLINA ORGANIZING COMMITTEE | ||||||||
| 401 HARRISON OAKS BLVD 210 | CARY | NC | 27513 | 932199231 | 501(C)(3) | $350,000 | $0 | SPONSORSHIP |
| NORTH CAROLINA VICTIM ASSISTANCE NE | ||||||||
| 1053 WHITAKER MILL RD STE 115 | RALEIGH | NC | 27604 | 561525424 | 501(C)(3) | $10,000 | $0 | COMMUNITY SUPPORT |
| OAK CITY CARES INC | ||||||||
| 1430 S WILMINGTON ST | RALEIGH | NC | 27603 | 830826329 | 501(C)(3) | $10,000 | $0 | COMMUNITY SUPPORT |
| PROJECT ENLIGHTENMENT FOUNDATION | ||||||||
| PO BOX 30574 | RALEIGH | NC | 27622 | 205407465 | 501(C)(3) | $8,000 | $0 | COMMUNITY SUPPORT |
| RECOVERY COMMUNITY OF DURHAM | ||||||||
| 1209 N ELIZABETH ST | DURHAM | NC | 27701 | 473923808 | 501(C)(3) | $6,200 | $0 | COMMUNITY SUPPORT |
| RONALD MCDONALD HOUSE OF DURHAM | ||||||||
| 506 ALEXANDER AVE | DURHAM | NC | 27705 | 561220376 | 501(C)(3) | $50,000 | $0 | SPONSORSHIP |
| SAMARITAN HEALTH CENTER | ||||||||
| PO BOX 51339 | DURHAM | NC | 27717 | 263770762 | 501(C)(3) | $12,500 | $0 | COMMUNITY SUPPORT |
| SENIOR PHARMASSIST INC | ||||||||
| 406 RIGSBEE AVE STE 201 | DURHAM | NC | 277012186 | 562084639 | 501(C)(3) | $10,000 | $0 | SPONSORSHIP |
| SOUTHLIGHT HEALTHCARE | ||||||||
| 3125 POPLARWOOD CT SUITE 203 | RALEIGH | NC | 27604 | 560988422 | 501(C)(3) | $10,000 | $0 | COMMUNITY SUPPORT |
| STUDENT U | ||||||||
| 600 E UMSTEAD ST | DURHAM | NC | 27701 | 273460491 | 501(C)(3) | $10,000 | $0 | COMMUNITY SUPPORT |
| SUSAN G KOMEN BREAST CANCER FOUNDATION | ||||||||
| 13770 NOEL ROAD | DALLAS | TX | 75380 | 751835298 | 501(C)(3) | $55,000 | $0 | SPONSORSHIP |
| TABLE MINISTRIES INC | ||||||||
| 311 E MAIN ST | CARRBORO | NC | 27510 | 261471735 | 501(C)(3) | $10,000 | $0 | COMMUNITY SUPPORT |
| TRIANGLE FAMILY SERVICES | ||||||||
| 3937 WESTERN BLVD | RALEIGH | NC | 27606 | 560547491 | 501(C)(3) | $12,500 | $0 | COMMUNITY SUPPORT |
| UNC HEALTH FOUNDATION INC | ||||||||
| 123 WEST FRANKLIN ST SUITE 510 | CHAPEL HILL | NC | 27516 | 566057494 | 501(C)(3) | $50,000 | $0 | GENERAL SUPPORT |
| URBAN MINISTRIES OF DURHAM | ||||||||
| 410 LIBERTY ST | DURHAM | NC | 27701 | 581505891 | 501(C)(3) | $72,500 | $0 | COMMUNITY SUPPORT |
| VELLE CARES FOUNDATION | ||||||||
| 2741 JORDAN BLVD | NEW HILL | NC | 27562 | 463479904 | 501(C)(3) | $50,000 | $0 | GENERAL SUPPORT |
| WAKEMED | ||||||||
| PO BOX 14549 | RALEIGH | NC | 27620 | 562001346 | 501(C)(3) | $35,000 | $0 | GENERAL SUPPORT |
| WEST END COMMUNITY FOUNDATION INC | ||||||||
| 1309 HALLEY ST | DURHAM | NC | 27707 | 561858174 | 501(C)(3) | $6,000 | $0 | COMMUNITY SUPPORT |
| WOMENS CENTER OF WAKE COUNTY INC | ||||||||
| 2200 NEW BERN AVE | RALEIGH | NC | 27610 | 581316004 | 501(C)(3) | $10,000 | $0 | COMMUNITY SUPPORT |
| YMCA OF THE TRIANGLE AREA INC | ||||||||
| 801 CORPORATE CENTER DR STE 200 | RALEIGH | NC | 27607 | 560591307 | 501(C)(3) | $30,000 | $0 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 61 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FINANCIAL ASSISTANCE | 73 | $67,258 |
| WATTS COLLEGE OF NURSING SCHOLARSHIPS | 19 | $16,250 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | DUKE UNIVERSITY HEALTH SYSTEM, INC. PROVIDES GENERAL SUPPORT TO LOCAL ORGANIZATIONS BASED ON OUR AWARENESS OF THEIR ACTIVITIES WITHIN THE LOCAL COMMUNITY. DUKE UNIVERSITY HEALTH SYSTEM, INC. ALSO MAINTAINS A BUILDING HEALTHY COMMUNITIES GRANTS PROGRAM THAT REVIEWS COMMUNITY REQUESTS FOR PHILANTHROPIC ASSISTANCE THAT PROMOTE HEALTH AND WELLNESS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (29 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A EUGENE WASHINGTON MD | ||||||||||||||
| CHANCELLOR EMERITUS FOR HEALTH AFF. | $0 | $995,113 | $0 | $1,267,557 | $0 | $23,000 | $0 | $42,072 | $0 | $32,472 | $0 | $2,360,214 | $0 | $0 |
| CRAIG T ALBANESE MD | ||||||||||||||
| DIRECTOR/CEO | $1,583,735 | $0 | $672,750 | $0 | $23,000 | $0 | $42,072 | $0 | $22,513 | $0 | $2,344,070 | $0 | $0 | $0 |
| MONTE D BROWN MD | ||||||||||||||
| VP FOR ADMINISTRATION/SECRETARY | $488,464 | $0 | $657,136 | $0 | $1,067,488 | $0 | $42,072 | $0 | $15,313 | $0 | $2,270,473 | $0 | $0 | $0 |
| VINCENT E PRICE | ||||||||||||||
| DIRECTOR | $0 | $2,114,417 | $0 | $0 | $0 | $23,000 | $0 | $42,072 | $0 | $27,489 | $0 | $2,206,978 | $0 | $0 |
| THOMAS A OWENS MD | ||||||||||||||
| EXECUTIVE VP, DUHS & COO | $1,177,120 | $0 | $653,757 | $0 | $23,000 | $0 | $42,072 | $0 | $37,821 | $0 | $1,933,770 | $0 | $0 | $0 |
| MARY E KLOTMAN MD | ||||||||||||||
| DIRECTOR | $0 | $1,147,203 | $0 | $356,274 | $0 | $19,167 | $0 | $42,072 | $0 | $19,983 | $0 | $1,584,699 | $0 | $0 |
| GREGORY PAULY | ||||||||||||||
| PRESIDENT DUH/ACUTE CARE SERVICES/VI | $1,090,031 | $0 | $250,000 | $0 | $80,800 | $65,000 | $42,072 | $0 | $40,864 | $230 | $1,503,767 | $65,230 | $0 | $0 |
| JEFFREY M FERRANTI | ||||||||||||||
| VP & CHIEF DIGITAL OFFICE | $621,020 | $115,827 | $482,134 | $95,362 | $23,000 | $0 | $42,072 | $0 | $37,132 | $385 | $1,205,358 | $211,574 | $0 | $0 |
| JOHN A QUELCH | ||||||||||||||
| EXECUTIVE VICE CHANCELLOR, DKU | $725,423 | $411,254 | $107,000 | $0 | $23,000 | $0 | $42,072 | $0 | $33,754 | $1,379 | $931,249 | $412,633 | $0 | $0 |
| LISA M GOODLETT | ||||||||||||||
| SENIOR VP, CFO, TREASURER | $881,319 | $0 | $250,000 | $0 | $122,241 | $0 | $42,072 | $0 | $23,080 | $0 | $1,318,712 | $0 | $0 | $0 |
| RICHARD P SHANNON MD | ||||||||||||||
| CHIEF QUALITY OFFICER | $763,447 | $0 | $386,991 | $0 | $23,000 | $5,000 | $42,072 | $0 | $19,725 | $31 | $1,235,235 | $5,031 | $0 | $0 |
| MARY K MARTIN | ||||||||||||||
| CHIEF OPERATING OFFICER, DUH | $768,696 | $0 | $382,679 | $0 | $0 | $0 | $42,072 | $0 | $39,983 | $0 | $1,233,430 | $0 | $0 | $0 |
| PETER GROSSI | ||||||||||||||
| DIRECTOR | $0 | $882,479 | $0 | $171,011 | $0 | $23,000 | $0 | $42,072 | $0 | $15,742 | $0 | $1,134,304 | $0 | $0 |
| ALISON TOTH | ||||||||||||||
| DIRECTOR | $0 | $995,931 | $0 | $12,900 | $8,482 | $23,000 | $0 | $42,072 | $28 | $10,810 | $8,510 | $1,084,713 | $0 | $0 |
| ERIK PAULSON | ||||||||||||||
| DIRECTOR | $0 | $847,600 | $0 | $131,449 | $0 | $23,000 | $0 | $42,072 | $0 | $33,881 | $0 | $1,078,002 | $0 | $0 |
| HOWARD FRANCIS MD | ||||||||||||||
| DIRECTOR | $0 | $852,552 | $0 | $135,053 | $0 | $23,000 | $0 | $42,072 | $0 | $23,029 | $0 | $1,075,706 | $0 | $0 |
| KEITH STOVER | ||||||||||||||
| VP FINANCE/COO, PRMO | $561,042 | $0 | $331,250 | $0 | $23,000 | $0 | $42,072 | $0 | $31,151 | $0 | $988,515 | $0 | $0 | $0 |
| RHONDA BRANDON | ||||||||||||||
| CHIEF HR OFFICER | $622,602 | $0 | $261,454 | $0 | $23,000 | $0 | $42,072 | $0 | $34,121 | $0 | $983,249 | $0 | $0 | $0 |
| ROBERT N WILLIS | ||||||||||||||
| FORMER OFFICER | $618,211 | $0 | $157,861 | $0 | $23,000 | $0 | $42,072 | $0 | $20,889 | $0 | $862,033 | $0 | $0 | $0 |
| DEVDUTTA SANGVAI MD | ||||||||||||||
| PRESIDENT, DUKE REGIONAL HOSPITAL | $477,884 | $0 | $153,917 | $0 | $0 | $5,250 | $42,072 | $0 | $140,597 | $31 | $814,470 | $5,281 | $0 | $0 |
| TERRY MCDONNELL | ||||||||||||||
| SVP-PART YEAR PATIENT CARE | $508,888 | $0 | $62,720 | $0 | $103,872 | $0 | $42,072 | $0 | $30,840 | $0 | $748,392 | $0 | $0 | $0 |
| BARBARA M GRIFFITH MD | ||||||||||||||
| PRESIDENT, DUKE RALEIGH HOSPITAL | $510,170 | $0 | $163,799 | $0 | $0 | $0 | $42,072 | $0 | $27,546 | $0 | $743,587 | $0 | $0 | $0 |
| WILLIAM J FULKERSON MD | ||||||||||||||
| FORMER OFFICER | $0 | $425,111 | $201,901 | $0 | $0 | $23,000 | $0 | $42,072 | $0 | $8,785 | $201,901 | $498,968 | $0 | $0 |
| LEIGH BLEECKER | ||||||||||||||
| FORMER KEY EMPLOYEE | $351,869 | $0 | $188,099 | $0 | $0 | $0 | $42,072 | $0 | $16,063 | $0 | $598,103 | $0 | $0 | $0 |
| JASON CARTER | ||||||||||||||
| INTERIM PRESIDENT, DUKE REGIONAL HOS | $357,924 | $0 | $16,000 | $0 | $83,734 | $0 | $42,072 | $0 | $38,775 | $0 | $538,505 | $0 | $0 | $0 |
| BRYAN YOURICH | ||||||||||||||
| CHIEF PHARMACY OFFICER, DUHS | $310,828 | $0 | $84,240 | $0 | $21,409 | $0 | $42,072 | $0 | $21,723 | $0 | $480,272 | $0 | $0 | $0 |
| PRISCILLA RAMSEUR | ||||||||||||||
| FORMER KEY EMPLOYEE | $287,549 | $0 | $94,433 | $0 | $0 | $0 | $42,072 | $0 | $10,620 | $0 | $434,674 | $0 | $0 | $0 |
| KATIE MCKITTRICK | ||||||||||||||
| PART YEAR SECRETARY | $209,077 | $0 | $10,500 | $0 | $1,291 | $0 | $26,958 | $0 | $20,459 | $0 | $268,285 | $0 | $0 | $0 |
| MARY ANN FUCHS | ||||||||||||||
| FORMER KEY EMPLOYEE | $0 | $0 | $102,863 | $0 | $0 | $0 | $13,289 | $0 | $1 | $0 | $116,153 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | CHARTER TRAVEL CRAIG T. ALBANESE, MD USED FIRST CLASS OR CHARTER TRAVEL SERVICES. SUCH TRAVEL WAS FOR BUSINESS PURPOSES AND NOT INCLUDED IN TAXABLE INCOME. TAX INDEMNIFICATION GREGORY PAULY, LISA M. GOODLETT, TERRY MCDONNELL AND JASON CARTER RECEIVED A BENEFIT THAT WAS GROSSED UP TO COMPENSATE FOR WITHHOLDING OF TAXES. SUCH AMOUNTS WERE INCLUDED IN THEIR TAXABLE INCOME. |
| PART I, LINE 4A | SEVERANCE PAYMENT MONTE D. BROWN, MD RECEIVED A PAYMENT IN CONNECTION WITH A SEPARATION AGREEMENT. SUCH AMOUNTS WERE INCLUDED IN SCHEDULE J, PART II, COLUMN B (III). |
| 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. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| NORTH CAROLINA MEDICAL CARE COMMISSION | ||||||||
| A | 521309402 | 65821DUD1 | 2016-05-26 | $383,990,154 | SEE PART VI | 0 | 0 | 0 |
| NORTH CAROLINA MEDICAL CARE COMMISSION | ||||||||
| B | 521309402 | 65821DVK4 | 2016-08-11 | $140,200,389 | SEE PART VI | 0 | 0 | 0 |
| NORTH CAROLINA MEDICAL CARE COMMISSION | ||||||||
| C | 521309402 | 65821DZV6 | 2025-06-25 | $522,841,295 | SEE PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $289,480,000 | $383,990,154 | $201,888,819 | $2,101,335 | $180,000,000 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | ||
| B | $140,200,389 | $139,008,505 | $1,191,884 | 0 | Yes (1) | Yes (1) | Yes (1) | ||||
| C | $522,841,295 | $3,196,295 | $344,645,000 | Yes (1) | 0 | 0 | Yes (1) | $10,034,031 | $164,965,969 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART I, COLUMN F | FormAndLineReferenceDesc |
| Explanation | BOND ISSUE A: THE 2016B AND 2016C REVENUE REFUNDING BONDS WERE CONVERTED TO BEAR INTEREST AT A NEW BANK-BOUGHT INDEX FLOATING RATE ON 03/01/22. THE PURPOSE OF THE BONDS ISSUED 05/26/16 WAS TO REFUND THE ORIGINAL 2009A BONDS ISSUED ON 10/22/09 TO FINANCE HOSPITAL IMPROVEMENTS INCLUDING THE AMBULATORY CANCER CENTER AT DUKE UNIVERSITY HOSPITAL AND OTHER RENOVATION AND IMPROVEMENT PROJECTS AT DUKE RALEIGH HOSPITAL, AND TO REFUND THE 2005C BONDS ISSUED ON 05/30/12 AND TO PARTIALLY REFUND THE 2005B BONDS ISSUED ON 05/30/12. THE PURPOSE OF THE BONDS ISSUED 05/30/2012 WAS TO PARTIALLY REFUND THE 2005ABC BONDS ISSUED ON 03/22/12, WHICH REFUNDED THE 2005ABC BONDS ISSUED ON 08/21/2009, WHICH REFUNDED THE ORIGINAL 2005ABC BONDS ISSUED ON 5/19/2005. THE PURPOSE OF THE BONDS ISSUED 05/19/2005 WAS TO PARTIALLY REFUND THE 1996C BONDS ISSUED ON 10/24/1996, 1998A BONDS ISSUED ON 08/27/1998, AND THE 1998B BONDS ISSUED ON 10/13/1998. BOND ISSUE B: THE PURPOSE OF THE BONDS ISSUED 08/11/16 WAS TO REFUND THE ORIGINAL 2010A BONDS ISSUED ON 04/02/10 TO FINANCE HOSPITAL CAPITAL IMPROVEMENTS INCLUDING: THE CONSTRUCTION OF A MAJOR TERTIARY CARE ADDITION TO DUKE UNIVERSITY HOSPITAL REFERRED TO AS THE DUKE MEDICINE PAVILION (DMP) WHICH INCLUDED A NEW 582,000 SQUARE FOOT TERTIARY CARE ADDITION INCLUDING FOUR 24-BED INTENSIVE CARE UNITS, TWO 32 BED INTERMEDIATE /STEP-DOWN UNITS, 16 OPERATING ROOMS, EXPANDED IMAGING FACILITIES, AND PATIENT AND FAMILY ORIENTED AMENITIES; A 9,000 SQUARE FOOT SOUTH CONCOURSE CONNECTOR CORRIDOR BETWEEN THE EXISTING CANCER CENTER AND DUKE CLINICS AND THE DMP; A 46,000 SQUARE FOOT NORTH CONCOURSE CONNECTOR CORRIDOR BETWEEN THE DMP AND DUKE UNIVERSITY HOSPITAL-NORTH; RENOVATION OF APPROXIMATELY 29,000 SQUARE FEET IN DUKE UNIVERSITY HOSPITAL AND ROAD IMPROVEMENT AND VEHICLE PARKING PROJECTS REQUIRED TO COMPLETE AND OPERATE THE NEW ADDITION. BOND ISSUE C: THE PURPOSE OF THE BONDS ISSUED 06/25/25 WAS TO REFINANCE THE 2005A, 2005B, 2016B AND 2016C BONDS ISSUED ON 03/01/22, AND TO REFINANCE THE 2006ABC BONDS ISSUED ON 02/14/22. THE BONDS WERE ALSO ISSUED TO FINANCE THE CONSTRUCTION OF DUKE HEALTH CARY BUILDING 200, WHICH WILL CONSIST OF A FREESTANDING EMERGENCY DEPARTMENT, AN AMBULATORY SURGERY CENTER, SPECIALITY CLINICS, AND OTHER MEDICAL FACILITIES. THE PURPOSE OF THE BONDS ISSUED 03/01/22 WAS TO CONVERT THE 2005A AND 2005B REVENUE REFUNDING BONDS TO BEAR INTEREST AT A NEW BANK-BOUGHT INDEX FLOATING RATE. THE PURPOSE OF THE BONDS ISSUED 05/30/2012 WAS TO PARTIALLY REFUND THE 2005ABC BONDS ISSUED ON 03/22/2012. THE PURPOSE OF THE BONDS ISSUED 03/22/2012 WAS TO REFUND THE 2005ABC BONDS ISSUED ON 08/21/2009, WHICH REFUNDED THE ORIGINAL 2005ABC BONDS ISSUED ON 5/19/2005. THE PURPOSE OF THE BONDS ISSUED 05/19/2005 WAS TO PARTIALLY REFUND THE 1996C BONDS ISSUED ON 10/24/1996, 1998A BONDS ISSUED ON 08/27/1998, AND THE 1998B BONDS ISSUED ON 10/13/1998. THE BONDS ISSUED 03/01/22 WERE ALSO ISSUED TO CONVERT THE 2016(B) AND 2016 (C) BONDS TO BEAR INTEREST AT A NEW BANK-BOUGHT INDEX FLOATING RATE. SEE ALSO BOND ISSUE (A) ABOVE. THE PURPOSE OF THE BONDS ISSUED 02/14/22 WAS TO CONVERT THE 2006ABC BONDS TO BEAR INTEREST AT A NEW BANK-BOUGHT INDEX FLOATING RATE. THE PURPOSE OF THE BONDS ISSUED 3/19/2015 WAS TO REFUND THE 2006ABC BONDS ISSUED ON 10/06/2011, WHICH REFUNDED THE BONDS ISSUED 11/15/2006 FOR HOSPITAL IMPROVEMENTS INCLUDING: ROUTINE INFRASTRUCTURE, RENOVATION AND IMPROVEMENT PROJECTS AT DUKE UNIVERSITY HOSPITAL AND DUKE RALEIGH HOSPITAL, IMPROVEMENTS TO INFORMATION SYSTEMS, RENOVATION AND EXPANSION OF EMERGENCY DEPARTMENT AT DUKE UNIVERSITY HOSPITAL, HELIPORT AND NEW ROOF IMPROVEMENTS AT DUKE UNIVERSITY HOSPITAL, AND PHASES 1 AND 2 OF AN OPERATING ROOM SUITE RENOVATION AND EXPANSION AT DUKE UNIVERSITY HOSPITAL. NOTE FOR SCHEDULE K, PART III, LINES 4-6, BOND ISSUE A: RESPONSES REFLECT THE COMPUTATION OF THE PORTION OF THE ISSUE ALLOCABLE TO THE REFUNDING OF THE 2009A BONDS. NOTE FOR SCHEDULE K, PART IV, LINE 2C, BOND ISSUES (A) AND (B): BOND ISSUE (A) COMPLETED 06/01/19 (NO ARBITRAGE DUE AT THAT TIME AND THEREFORE NOT DUE IN 2024 AS NO MORE PROCEEDS WERE INVESTED). BOND ISSUE (B) COMPLETED 08/01/21. AS TO (C), NO ARBITRAGE COMPUTATION WAS NECESSARY BECAUSE ARBITRAGE IS NOT YET DUE. NOTE FOR BOND ISSUE (C): A PORTION OF THESE PROCEEDS WERE DISBURSED OR DEEMED DISBURSED UPON ISSUANCE TO CURRENTLY REFUND THE PRIOR BONDS AS DESCRIBED ABOVE. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| AGILITI HEALTH INC | |||
| SEE PART V | $1,652,356 | SEE PART V | 0 |
| GARRY BARTELS | |||
| SEE PART V | $79,874 | SEE PART V | 0 |
| XIOMARA BOYCE | |||
| SEE PART V | $79,364 | SEE PART V | 0 |
| SAM KLOTMAN | |||
| SEE PART V | $129,881 | SEE PART V | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | (A) NAME OF INTERESTED PERSON: AGILITY HEALTH, INC.(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: AGILITY HEALTH, INC. DIRECTOR IS ALSO A DUHS, INC. DIRECTOR(C) AMOUNT OF TRANSACTION: $1,652,356(D) DESCRIPTION OF TRANSACTION: PAYMENT FOR GOODS OR SERVICES(E) SHARING OF ORGANIZATION REVENUE? = NO(A) NAME OF INTERESTED PERSON: GARRY BARTELS(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: GARRY BARTELS IS A FAMILY MEMBER OF A DUHS, INC. DIRECTOR(C) AMOUNT OF TRANSACTION: $79,874 (D) DESCRIPTION OF TRANSACTION: PAYMENT FOR SALARY AND BENEFITS(E) SHARING OF ORGANIZATION REVENUE? = NO(A) NAME OF INTERESTED PERSON: XIOMARA BOYCE(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: XIOMARA BOYCE IS A FAMILY MEMBER OF A DUHS, INC. DIRECTOR(C) AMOUNT OF TRANSACTION: $79,364 (D) DESCRIPTION OF TRANSACTION: PAYMENT FOR SALARY AND BENEFITS(E) SHARING OF ORGANIZATION REVENUE? = NO(A) NAME OF INTERESTED PERSON: SAM KLOTMAN(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: SAM KLOTMAN IS A FAMILY MEMBER OF A DUHS, INC. DIRECTOR(C) AMOUNT OF TRANSACTION: $ 129,881 (D) DESCRIPTION OF TRANSACTION: PAYMENT FOR SALARY AND BENEFITS(E) SHARING OF ORGANIZATION REVENUE? = NO | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,400 | NoncashContributionsRptF990Amt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $153,339 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET QUOTE | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $700 | NoncashContributionsRptF990Amt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | ENTERTAINMENT | 31 | $26,660 | VARIOUS |
| Yes (X) | SPORTS | 4 | $2,800 | VARIOUS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | DUKE UNIVERSITY HEALTH SYSTEM, INC. USES INVESTMENT BROKERS TO SELL INVESTMENTS. DUKE UNIVERSITY HEALTH SYSTEM, INC. MAY OCCASIONALLY USE THIRD PARTIES TO SELL OTHER TYPES OF NON-CASH CONTRIBUTIONS, AS THE NEED ARISES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1, & PART III, DESCRIPTION OF ORGANIZATION MISSION: | DUHS, AS PART OF DUKE HEALTH, IS COMMITTED TO ADVANCING HEALTH TOGETHER BY DELIVERING TOMORROW'S HEALTH CARE TODAY, ACCELERATING DISCOVERY AND ITS TRANSLATION, CREATING EDUCATION THAT IS TRANSFORMING, BUILDING HEALTHY COMMUNITIES, AND CONNECTING WITH THE WORLD TO IMPROVE HEALTH GLOBALLY. |
| FORM 990, PART III, LINE 4A | STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS HISTORY AND ORGANIZATION IN 1925, JAMES B. DUKE WILLED $4 MILLION TO ESTABLISH DUKE UNIVERSITY HOSPITAL AND ITS MEDICAL SCHOOL TO IMPROVE HEALTH CARE IN THE CAROLINAS, THEN A POOR REGION LACKING HOSPITALS AND HEALTH CARE PROVIDERS. DUKE UNIVERSITY HOSPITAL HAS GROWN TO BE RECOGNIZED AS ONE OF THE WORLD'S GREAT HEALTH CARE PROVIDERS. IN 1998 AND CONCURRENT WITH ACQUIRING CONTROL OF TWO LOCAL COMMUNITY HOSPITALS, THE DUKE UNIVERSITY BOARD OF TRUSTEES ESTABLISHED DUKE UNIVERSITY HOSPITAL AS THE FLAGSHIP OF THE NEWLY INCORPORATED DUKE UNIVERSITY HEALTH SYSTEM, INC. (DUHS) TO MANAGE A WIDE RANGE OF HEALTH CARE PROGRAMS AT THE SAME HIGH LEVEL OF QUALITY THAT HAS TRADITIONALLY MADE DUKE UNIVERSITY HOSPITAL A WORLD LEADER. THIS NETWORK OF REGIONAL HEALTH CARE ORGANIZATIONS IS DEDICATED TO EMPLOYING DUKE'S STRENGTHS IN PATIENT CARE, EDUCATION, AND RESEARCH. DUHS IS A COMPONENT OF DUKE HEALTH WHICH CONCEPTUALLY INTEGRATES THE DUKE UNIVERSITY SCHOOL OF MEDICINE, DUKE-NUS MEDICAL SCHOOL, DUKE UNIVERSITY SCHOOL OF NURSING, DUKE UNIVERSITY HEALTH SYSTEM, OUR PHYSICIAN PRACTICE, DUKE HEALTH INTEGRATED PRACTICE, AND INCORPORATES THE HEALTH AND HEALTH RESEARCH PROGRAMS WITHIN THE DUKE GLOBAL HEALTH INSTITUTE AS WELL AS THOSE IN SCHOOLS AND CENTERS ACROSS DUKE UNIVERSITY, INCLUDING THE DUKE ROBERT J. MARGOLIS CENTER FOR HEALTH POLICY. THE DUKE HEALTH CLINICAL ENTERPRISE IS INTENDED TO FUNCTION AS A FULLY ALIGNED AND UNIFIED ORGANIZATION FOCUSED ON IMPROVING THE HEALTH OF THE COMMUNITIES WE SERVE, DELIVERING ADVANCED TREATMENT FOR THOSE WHO NEED IT, AND EXTENDING NEW KNOWLEDGE BEYOND OUR SYSTEMS TO THE BENEFIT OF OTHERS. LEVERAGING THE DEPTH AND BREADTH OF CAPABILITIES THAT EXIST ACROSS DUKE HEALTH AND THE ENTIRE UNIVERSITY, WE PLAN TO ACHIEVE THE VISION TO DELIVER TOMORROW'S HEALTH CARE TODAY BY LEADING IN THE DELIVERY OF HIGHEST-QUALITY, PATIENT CENTERED CARE, INTEGRATING TO OPTIMIZE COORDINATION OF CARE, GROWING AND EXTENDING OUR REACH LOCALLY, REGIONALLY, AND NATIONALLY, INVESTING IN INNOVATION TO CREATE SUSTAINABLE DIFFERENTIATION AND VALUE AND DELIVERING ON THE PROMISE OF POPULATION HEALTH. MANY PROGRAM SERVICE ACCOMPLISHMENTS ARE INCLUDED IN SCHEDULE H OF THIS FORM INCLUDING THE FINANCIAL COMMITMENT MADE TO THE COMMUNITY BY DUHS IN TERMS OF CHARITY CARE AND OTHER DIRECT AND MEASURABLE INVESTMENTS. FURTHER DETAIL OF DUHS' COMMITMENT TO PROMOTING HEALTH, WELLNESS, AND ACCESS TO QUALITY CARE FOR THE PEOPLE AND COMMUNITIES IT SERVES IS REPORTED IN DUHS' ANNUAL COMMUNITY BENEFIT REPORT. THE COMMUNITY BENEFIT REPORT IS AVAILABLE ONLINE AT HTTPS://CORPORATE.DUKEHEALTH.ORG/COMMUNITY. |
| FORM 990, PART V, LINE 3B | THE ORGANIZATION DID NOT HAVE UNRELATED BUSINESS GROSS INCOME OF $1,000 OR MORE DURING THE FISCAL YEAR ENDED JUNE 30, 2025. HOWEVER THE ORGANIZATION HAS FILED FORM 990-T FOR THE FISCAL YEAR ENDED JUNE 30, 2025 IN ORDER TO CARRY FORWARD THE NET OPERATING LOSS. |
| FORM 990, PART VI, SECTION A, LINE 2 | DIRECTORS TOM LISTER, VINCENT E. PRICE, CARMICHAEL S. ROBERTS, NANCY M. SCHLICHTING, ADAM SILVER, AND LAURENE M. SPERLING ARE TRUSTEES OF DUKE UNIVERSITY. DIRECTORS MARY E. KLOTMAN, MD AND VINCENT E. PRICE ARE OFFICERS OF DUKE UNIVERSITY. DIRECTOR AND CEO CRAIG T. ALBANESE, MD AND OFFICER THOMAS A. OWENS, MD ARE DIRECTORS AND OFFICERS OF DUKE HEALTH INTEGRATED PRACTICE, INC. DIRECTOR MARY E. KLOTMAN, MD IS A DIRECTOR OF DUKE HEALTH INTEGRATED PRACTICE, INC. OFFICER LISA M. GOODLETT IS AN OFFICER OF DUKE HEALTH INTEGRATED PRACTICE, INC. THE FOLLOWING INDIVIDUALS ARE EMPLOYEES OF DUKE HEALTH INTEGRATED PRACTICE, INC: ALISON TOTH, HOWARD FRANCIS, MD, ERIK PAULSON, MD AND PETER GROSSI. OFFICERS LISA M. GOODLETT AND THOMAS A. OWENS, MD SERVED AS DIRECTORS AND OFFICERS OF DURHAM CASUALTY COMPANY, LTD. OFFICERS MONTE D BROWN, MD, LISA M. GOODLETT, AND THOMAS A. OWENS, MD SERVED AS DIRECTORS AND OFFICERS OF HEALTH SYSTEM MEDICAL STRATEGIES, INC. |
| FORM 990, PART VI, SECTION A, LINE 3 | DUHS DELEGATES CONTROL TO A SUPPORTING ORGANIZATION FOR THE MANAGEMENT OF INVESTMENTS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS OF THE BOARD OF DIRECTORS OF DUHS, OTHER THAN THE EX OFFICIO MEMBERS, WILL BE NOMINATED BY THE BOARD OF DIRECTORS OF DUHS, AND WILL BE APPOINTED BY THE BOARD OF TRUSTEES OF DUKE UNIVERSITY. MEMBERS OF THE BOARD OF DIRECTORS OF DUHS WILL BE SUBJECT TO REMOVAL AT THE DISCRETION OF THE BOARD OF TRUSTEES OF DUKE UNIVERSITY IN ACCORDANCE WITH THE BYLAWS OF DUHS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE DUHS BYLAWS PROVIDE THAT DUHS MUST OBTAIN DUKE UNIVERSITY BOARD OF TRUSTEES APPROVAL FOR CERTAIN SIGNIFICANT TRANSACTIONS REGARDING DEBT ISSUANCES, CAPITAL ACQUISITIONS AND TANGIBLE PERSONAL AND REAL PROPERTY SALES. |
| FORM 990, PART VI, SECTION B, LINE 11B | AFTER STAFF PREPARATION AND MANAGEMENT REVIEW, THE DUHS FORM 990 IS PRESENTED TO THE DUHS COMPLIANCE/AUDIT COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW AND DISCUSSION. DUHS BOARD LEVEL COMMENT AND DISCUSSION ARE INCORPORATED INTO THE FORM AS APPROPRIATE PRIOR TO FILING. A FINAL VERSION OF THE FORM IS MADE AVAILABLE TO THE DUHS BOARD OF DIRECTORS FOR FURTHER REVIEW AND COMMENT BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | DUHS MONITORS AND ENFORCES COMPLIANCE RELATED TO CONFLICT OF INTEREST VIA AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE DISTRIBUTED TO INDIVIDUALS INCLUDING OFFICERS, DIRECTORS, AND KEY EMPLOYEES, RELYING ON SELF DISCLOSURE OF ALL THOSE SUBJECT TO THE COI POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE DUHS COMPENSATION COMMITTEE, COMPRISED OF MEMBERS OF THE DUHS BOARD OF DIRECTORS, REVIEWS AND APPROVES ALL EXECUTIVE COMPENSATION FOR CERTAIN DISQUALIFIED PERSONS AND OTHER KEY EMPLOYEES. THE DUHS COMPENSATION COMMITTEE REVIEWS AND RECOMMENDS TO THE DUKE UNIVERSITY COMPENSATION COMMITTEE THE COMPENSATION FOR THE PRESIDENT AND CEO OF DUHS WHO IS ALSO AN OFFICER OF DUKE UNIVERSITY. DUHS HAS ADOPTED A STATEMENT OF COMPENSATION PHILOSOPHY THAT ARTICULATES BROAD OBJECTIVES TO HELP GUIDE THE DUHS COMPENSATION COMMITTEE IN ITS MISSION. THE DUHS COMPENSATION COMMITTEE ENGAGES THE SERVICES OF AN OUTSIDE EXECUTIVE COMPENSATION CONSULTING FIRM TO ESTABLISH COMPARABILITY DATA OF OTHER HEALTH CARE SYSTEMS OF SIMILAR SIZE AND COMPLEXITY AS DUHS. THE DUHS COMPENSATION COMMITTEE REVIEWS THE MARKET ANALYSIS THEN DETERMINES THE REASONABLENESS AND APPROPRIATENESS OF ALL ASPECTS OF EXECUTIVE COMPENSATION. THE DUHS COMPENSATION COMMITTEE ALSO SETS THE METRICS AND APPROVES THE PAYOUTS FOR THE DUHS INCENTIVE COMPENSATION PLANS FOR THESE INDIVIDUALS. THE DELIBERATIONS AND CONCLUSIONS OF THE DUHS COMPENSATION COMMITTEE ARE KEPT BY A RECORDING SECRETARY WHO RECORDS THE MINUTES OF THE COMMITTEE MEETINGS. FORM 990, PART VI, SECTION B, LINE 16B: DUHS FOLLOWS A WRITTEN POLICY THAT REQUIRES DUHS TO EVALUATE ITS PARTICIPATION IN JOINT VENTURE ARRANGEMENTS AND NEGOTIATE TERMS AND SAFEGUARDS TO PROTECT THE ORGANIZATION'S ASSETS AND EXEMPT STATUS. DUHS PUTS TERMS AND SAFEGUARDS IN AGREEMENTS WITH THIRD PARTIES TO PROTECT THE ASSETS AND EXEMPT STATUS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 18 | IN ADDITION TO PROVIDING THE ORGANIZATION'S FORM 990 UPON REQUEST, THE ORGANIZATION'S FORM 990 IS AVAILABLE TO THE PUBLIC ON SEVERAL THIRD PARTY WEBSITES. WHILE THE ORGANIZATION DOES NOT PROVIDE THE FORM 990 DIRECTLY TO THESE THIRD PARTIES, THE FORM 990 IS OBTAINED FROM THE INTERNAL REVENUE SERVICE. THE THIRD PARTIES SUBSEQUENTLY AND INDEPENDENTLY PROVIDE ACCESS TO THE FORM 990 ON THEIR PLATFORM. |
| FORM 990, PART VI, SECTION C, LINE 19 | DUKE UNIVERSITY HEALTH SYSTEM, INC.'S GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION AND ANY SUBSEQUENT AMENDMENTS OR RESTATEMENTS) ARE AVAILABLE TO THE PUBLIC ON THE NORTH CAROLINA SECRETARY OF STATE WEBSITE. DUKE UNIVERSITY HEALTH SYSTEM, INC. MAKES ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. INDEPENDENTLY AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT: HTTPS://CORPORATE.DUKEHEALTH.ORG/FINANCIAL-INFORMATION |
| FORM 990, PART VII, SECTION A | (COMPENSATION REPORTING/HIGHEST COMPENSATED EMPLOYEES): THE ORGANIZATION DETERMINED THE INDIVIDUALS REPORTED AS THE "FIVE HIGHEST COMPENSATED EMPLOYEES" ON FORM 990, PART VII, SECTION A IN ACCORDANCE WITH THE APPLICABLE FORM 990 INSTRUCTIONS, WHICH CONSIDER REPORTABLE COMPENSATION PAID BY THE FILING ORGANIZATION AND BY RELATED ORGANIZATIONS. BECAUSE CERTAIN PERSONNEL HAVE SPLIT-FUNDED OR DUAL-ROLE ARRANGEMENTS ACROSS RELATED ORGANIZATIONS, AN INDIVIDUAL MAY BE AMONG THE FIVE HIGHEST COMPENSATED EMPLOYEES OF MORE THAN ONE RELATED ORGANIZATION BASED ON TOTAL REPORTABLE COMPENSATION, EVEN IF A SUBSTANTIAL PORTION OF THAT COMPENSATION IS PAID BY A RELATED ORGANIZATION. RELATED-ORGANIZATION COMPENSATION IS REPORTED ON PART VII, SECTION A, COLUMNS (E) AND (F), AS APPLICABLE (AND ON SCHEDULE J, IF APPLICABLE). FOR ADDITIONAL TRANSPARENCY TO READERS, THE ORGANIZATION IS ALSO PROVIDING THE FOLLOWING INFORMATION, WHICH IS NOT REQUIRED BY FORM 990: THE INDIVIDUALS WHO WOULD HAVE BEEN INCLUDED AS THE ORGANIZATION'S FIVE HIGHEST COMPENSATED EMPLOYEES BASED SOLELY ON COMPENSATION PAID BY THE FILING ORGANIZATION, BUT WHO ARE NOT INCLUDED ON PART VII BECAUSE THE PART VII LIST IS LIMITED TO FIVE INDIVIDUALS DETERMINED UNDER THE FORM 990 INSTRUCTIONS. ADDITIONAL HIGHLY COMPENSATED EMPLOYEES (VOLUNTARY DISCLOSURE; NOT REQUIRED FOR PART VII REPORTING): ARLENE N CHUA, PHYSICIAN - REPORTABLE COMPENSATION (W-2/1099): $785,454 |
| FORM 990, PART XI, LINE 9: | NONPERIODIC CHANGES IN DEFINED BENEFIT PLANS: 49,914,703. NET TRANSFERS TO THE UNIVERSITY AND AFFILIATES: -761,550,495. DEEMED DIVIDEND: -19,965,031. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|
| DUKE PRMO LLC | ||||||||
| 615 DOUGLAS STREET SUITE 700 | DURHAM | NC | 27705 | MEDICAL BILLING | NC | $243,218,997 | $783,572 | DUKE UNIVERSITY HEALTH SYSTEM INC |
| SAME DAY SURGERY CENTER FRANKLIN LLC | ||||||||
| 310 BLACKWELL STREET 4TH FLOOR BOX | DURHAM | NC | 27710 | SUPPORT | NC | $0 | $0 | DUKE UNIVERSITY HEALTH SYSTEM INC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (30 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASSOCIATED HEALTH SVCS INC | |||||||||||
| 2200 W MAIN STREET STE 300 | DURHAM | NC | 27705 | 561845329 | HEALTHCARE | NC | 501(C)(3) | 12 TYPE 1 | DUKE UNIVERSITY HEALTH SYSTEM INC | Yes (1) | |
| DU SPECIAL VENTURES FUND INC | |||||||||||
| 280 S MANGUM STREET STE 210 | DURHAM | NC | 27701 | 561465177 | INVESTMENTS | NC | 501(C)(3) | 12 TYPE 1 | DUKE UNIVERSITY | 0 | |
| DUKE CORPORATE EDUCATION | |||||||||||
| 310 BLACKWELL ST | DURHAM | NC | 27701 | 421672476 | EDUCATION | NC | 501(C)(3) | 12 TYPE 1 | DUKE UNIVERSITY | 0 | |
| DUKE GIFT PROPERTIES INC | |||||||||||
| 2200 W MAIN STREET STE 300 | DURHAM | NC | 27705 | 571211078 | SUPPORT | NC | 501(C)(3) | 12 TYPE 1 | DUKE UNIVERSITY | 0 | |
| DUKE GLOBAL INC | |||||||||||
| 2200 W MAIN STREET STE 300 | DURHAM | NC | 27705 | 611588319 | SUPPORT | NC | 501(C)(3) | 12 TYPE 1 | DUKE UNIVERSITY | 0 | |
| DUKE INTEGRATED NETWORK INC | |||||||||||
| 2200 W MAIN STREET STE 300 | DURHAM | NC | 27705 | 463129771 | SUPPORT | NC | 501(C)(3) | 12 TYPE 1 | DUKE UNIVERSITY HEALTH SYSTEM INC | Yes (1) | |
| DUKE MEDICINE GLOBAL SUPP CORP- 61-1593721 | |||||||||||
| 2200 W MAIN STREET STE 300 | DURHAM | NC | 27705 | SUPPORT | NC | 501(C)(3) | 12 TYPE 1 | DUKE UNIVERSITY | 0 | ||
| DUKE QUALITY NETWORK INC | |||||||||||
| 2200 W MAIN STREET STE 300 | DURHAM | NC | 27705 | 461340679 | SUPPORT | NC | 501(C)(3) | 12 TYPE 1 | DUKE UNIVERSITY HEALTH SYSTEM INC | Yes (1) | |
| DUKE SCHOLARLY EXHIBITS INC | |||||||||||
| 2200 W MAIN STREET STE 300 | DURHAM | NC | 27705 | 561701245 | SUPPORT | NC | 501(C)(3) | 12 TYPE 1 | DUKE UNIVERSITY | 0 | |
| DUKE UNIV AFFILIATED PHYSICIANS | |||||||||||
| 2200 W MAIN STREET STE 300 | DURHAM | NC | 27705 | 561902501 | HEALTHCARE | NC | 501(C)(3) | 12 TYPE 1 | DUKE UNIVERSITY HEALTH SYSTEM INC | Yes (1) | |
| DUKE UNIV PHILANTHROPIES INC | |||||||||||
| 2200 W MAIN STREET STE 300 | DURHAM | NC | 27705 | 571211099 | SUPPORT | NC | 501(C)(3) | 12 TYPE 1 | DUKE UNIVERSITY | 0 | |
| DUKE UNIVERSITY | |||||||||||
| 2200 W MAIN STREET STE 300 | DURHAM | NC | 27705 | 560532129 | EDUCATION | NC | 501(C)(3) | LINE 2 | 0 | N/A | |
| DUMAC INC | |||||||||||
| 280 S MANGUM STREET STE 210 | DURHAM | NC | 27701 | 900754895 | SUPPORT | NC | 501(C)(3) | 12 TYPE 1 | DUKE UNIVERSITY | 0 | |
| DURHAM ASSET MGMT COMPANY INC | |||||||||||
| 2200 W MAIN STREET STE 300 | DURHAM | NC | 27705 | 561757238 | SUPPORT | NC | 501(C)(3) | 12 TYPE 1 | DUKE UNIVERSITY | 0 | |
| GOTHIC CORPORATION | |||||||||||
| 280 S MANGUM STREET STE 210 | DURHAM | NC | 27701 | 561776668 | INVESTMENTS | NC | 501(C)(3) | 12 TYPE 1 | DUKE UNIVERSITY | 0 | |
| GOTHIC HSP CORPORATION | |||||||||||
| 280 S MANGUM STREET STE 210 | DURHAM | NC | 27701 | 271325761 | INVESTMENTS | NC | 501(C)(3) | 12 TYPE 1 | DUKE UNIVERSITY HEALTH SYSTEM INC | Yes (1) | |
| INNOVATIONS IN HEALTHCARE INC | |||||||||||
| 2200 W MAIN STREET STE 300 | DURHAM | NC | 27705 | 320358709 | SUPPORT | NC | 501(C)(3) | 12 TYPE 1 | DUKE UNIVERSITY | 0 | |
| RUTH K BROAD BIOMED RES FDN | |||||||||||
| 2200 W MAIN STREET STE 300 | DURHAM | NC | 27705 | 650045051 | SUPPORT | NC | 501(C)(3) | 12 TYPE 1 | DUKE UNIVERSITY | 0 | |
| DUKE JANJUN SERVICES INC | |||||||||||
| 2200 W MAIN STREET STE 300 | DURHAM | NC | 27705 | 471150667 | SUPPORT | NC | 501(C)(3) | 12 TYPE 1 | DUKE UNIVERSITY | 0 | |
| DUKE JULDEC SERVICES INC | |||||||||||
| 2200 W MAIN STREET STE 300 | DURHAM | NC | 27705 | 471143245 | SUPPORT | NC | 501(C)(3) | 12 TYPE 1 | DUKE UNIVERSITY | 0 | |
| DUKE ALLMO SERVICES INC | |||||||||||
| 2200 W MAIN STREET STE 300 | DURHAM | NC | 27705 | 471133466 | SUPPORT | NC | 501(C)(3) | 12 TYPE 1 | DUKE UNIVERSITY | 0 | |
| DUKE AFFILIATIONS NETWORK INC | |||||||||||
| 2200 W MAIN STREET STE 300 | DURHAM | NC | 27705 | 812623775 | SUPPORT | NC | 501(C)(3) | 12 TYPE 1 | DUKE UNIVERSITY HEALTH SYSTEM INC | Yes (1) | |
| DUKE UNIV FED CRED UNION | |||||||||||
| 2200 WEST MAIN STREET | DURHAM | NC | 27705 | 561632379 | BANKING | NC | 501(C)(1) | 0 | N/A | ||
| WATTS COLLEGE OF NURSING INC | |||||||||||
| 2200 W MAIN STREET STE 300 | DURHAM | NC | 27705 | 833076664 | SUPPORT | NC | 501(C)(3) | 12 TYPE 1 | DUKE UNIVERSITY HEALTH SYSTEM INC | Yes (1) | |
| DUKE HEALTH INTEGRATED PRACTICE INC | |||||||||||
| 2200 W MAIN STREET STE 300 | DURHAM | NC | 27705 | 862109896 | HEALTHCARE | NC | 501(C)(3) | LINE 3 | DUKE UNIVERSITY HEALTH SYSTEM INC | Yes (1) | |
| DONALD R WATSON FOUNDATION INC | |||||||||||
| 601 SOUTH COLLEGE ROAD | WILMINGTON | NC | 28403 | 561861816 | SUPPORT | NC | 501(C)(3) | 12 TYPE 1 | 0 | N/A | |
| FAMILY HEALTH MINISTRIES INC | |||||||||||
| PO BOX 16783 | CHAPEL HILL | NC | 27516 | 562206165 | HEALTH CLINICS | NC | 501(C)(3) | LINE 10 | DUKE UNIVERSITY | 0 | |
| LENOX BAKER CHILDREN'S HOSPITAL FOUNDATION INC | |||||||||||
| 1513 TYONEK DRIVE | DURHAM | NC | 27703 | 561550944 | FINANCIAL SUPPORT | NC | 501(C)(3) | LINE 4 | DUKE UNIVERSITY HEALTH SYSTEM INC | Yes (1) | |
| DUKE HEALTH LAKE NORMAN REGIONAL MEDICAL CENTER INC | |||||||||||
| 2200 W MAIN STREET STE 300 | DURHAM | NC | 27705 | 332476324 | HEALTHCARE | NC | 501(C)(3) | LINE 3 | DUKE UNIVERSITY HEALTH SYSTEM INC | Yes (1) | |
| FACULTY CLUB OF DUKE UNIVERSITY INC | |||||||||||
| 2200 W MAIN STREET STE 300 | DURHAM | NC | 27705 | 510168730 | RECREATIONAL | NC | 501(C)(4) | DUKE UNIVERSITY | 0 | ||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (29 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | EINEIN |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BLACKWELL PARTNERS LLC - SERIES A - 20-8075455 | |||||||||||||||
| 280 S MANGUM ST STE 210 | DURHAM | NC | 27701 | INVESTMENTS | DE | N/A | N/A | 0 | 0 | ||||||
| LYRICAL BLUE RL PT 27-2994514 | |||||||||||||||
| 32 N DEAN ST | ENGLEWOOD | NJ | 07631 | INVESTMENTS | DE | N/A | N/A | 0 | 0 | ||||||
| SBER LUCKY STRIKE 20-3891303 | |||||||||||||||
| 310 BLACKWELL ST | DURHAM | NC | 27701 | REAL ESTATE | NC | N/A | N/A | 0 | 0 | ||||||
| MANGUM II LLC - 46-5135858 | |||||||||||||||
| 280 S MANGUM STREET STE 210 | DURHAM | NC | 27701 | INVESTMENTS | NC | N/A | N/A | 0 | 0 | ||||||
| LS INVESTOR LLC 20-3891381 | |||||||||||||||
| 310 BLACKWELL ST | DURHAM | NC | 27701 | REAL ESTATE | NC | N/A | N/A | 0 | 0 | ||||||
| DILWEG BLUE PF LP 47-1225569 | |||||||||||||||
| 5310 S ALSTON AVE STE 210 | DURHAM | NC | 27713 | INVESTMENTS | DE | N/A | N/A | 0 | 0 | ||||||
| LYRICAL BLUE RL PT IV 47-1542108 | |||||||||||||||
| 32 N DEAN ST | ENGLEWOOD | NJ | 07631 | INVESTMENTS | DE | N/A | N/A | 0 | 0 | ||||||
| STRATUS SCP II INVESTORS - C LP | |||||||||||||||
| INVESTMENTS | N/A | N/A | 0 | 0 | 50 LOTHIAN ROAD FESTIVAL SQUARE | EDINBURGH | UK | EH3 9WJ | UK | ||||||
| ALTOS HYBRID D LLC | |||||||||||||||
| 2882 SAND HILL ROAD SUITE 100 | MENLO PARK | CA | 94025 | INVESTMENTS | DE | N/A | N/A | 0 | 0 | 473996176 | |||||
| BLACKWELL PARTNERS LLC - SERIES C | |||||||||||||||
| 280 S MANGUM ST STE 210 | DURHAM | NC | 27701 | INVESTMENTS | DE | N/A | N/A | 0 | 0 | 811264533 | |||||
| BLACKWELL PARTNERS LLC - SERIES B | |||||||||||||||
| 280 S MANGUM ST STE 210 | DURHAM | NC | 27701 | INVESTMENTS | DE | N/A | N/A | 0 | 0 | 472530719 | |||||
| BLACKWELL PARTNERS LLC - SERIES D | |||||||||||||||
| 280 S MANGUM ST STE 210 | DURHAM | NC | 27701 | INVESTMENTS | DE | N/A | N/A | 0 | 0 | 813385353 | |||||
| BLACKWELL PARTNERS LLC - SERIES E | |||||||||||||||
| 280 S MANGUM ST STE 210 | DURHAM | NC | 27701 | INVESTMENTS | DE | N/A | N/A | 0 | 0 | 811511048 | |||||
| ALTOS HYBRID 2D LLC - 81-5176567 | |||||||||||||||
| 2882 SAND HILL ROAD STE 100 | MENLO PARK | CA | 94025 | INVESTMENTS | DE | N/A | N/A | 0 | 0 | ||||||
| LYRICAL-BLUE 100 KINGSHIGHWAY PARTNERS LP | |||||||||||||||
| 32 N DEAN ST | ENGLEWOOD | NJ | 07631 | INVESTMENTS | DE | N/A | N/A | 0 | 0 | 823708328 | |||||
| WASHINGTON GOTHIC LP | |||||||||||||||
| 593 WASHINGTON STREET | WELLESLEY | MA | 02482 | INVESTMENTS | DE | N/A | N/A | 0 | 0 | 834516893 | |||||
| DUKE TRIANGLE ENDOSCOPY CENTER LLC | |||||||||||||||
| 1A BURTON HILLS BLVD | NASHVILLE | TN | 37215 | HEALTHCARE | NC | N/A | N/A | 0 | 0 | 204257024 | |||||
| DWELLWORKS CO-INVESTMENT LLC | |||||||||||||||
| 7 TIMES SQUARE STE 4307 | NEW YORK | NY | 10036 | INVESTMENTS | DE | N/A | N/A | 0 | 0 | 832165945 | |||||
| BEP LEGACY 1C LLC | |||||||||||||||
| 1001 FANNIN ST STE 800 | HOUSTON | TX | 77002 | INVESTMENTS | DE | N/A | N/A | 0 | 0 | 273871932 | |||||
| WELLINGTON TRUST CO NA - CTF OPP FIXED INC ALLOC II POR | |||||||||||||||
| 280 CONGRESS STREET | BOSTON | MA | 02210 | INVESTMENTS | DE | N/A | N/A | 0 | 0 | 831264831 | |||||
| ENIAC SPECIAL DELTA LLC | |||||||||||||||
| 604 MISSION STREET 10TH FL | SAN FRANCISCO | CA | 94105 | INVESTMENTS | DE | N/A | N/A | 0 | 0 | 842355221 | |||||
| STRATUS SCP III INVESTORS - GAMMA LP | |||||||||||||||
| INVESTMENTS | N/A | N/A | 0 | 0 | 50 LOTHIAN ROAD FESTIVAL SQUARE | EDINBURGH | UK | EH3 9WJ | UK | ||||||
| MANGUM LLC | |||||||||||||||
| 280 S MANGUM STREET STE 210 | DURHAM | NC | 27701 | INVESTMENTS | NC | N/A | N/A | 0 | 0 | 461275587 | |||||
| CPF HEARTBEAT HEALTH INV A LLC | |||||||||||||||
| 980 N MICHIGAN AVENUE SUITE 1998 | CHICAGO | IL | 60611 | INVESTMENTS | DE | N/A | N/A | 0 | 0 | 881279232 | |||||
| CPF TRIAS INVESTMENT II LLC | |||||||||||||||
| 980 N MICHIGAN AVE STE 1998 | CHICAGO | IL | 60611 | INVESTMENTS | DE | N/A | N/A | 0 | 0 | 874204000 | |||||
| MANGUM III LLC | |||||||||||||||
| 280 S MANGUM STREET STE 210 | DURHAM | NC | 27701 | INVESTMENTS | DE | N/A | N/A | 0 | 0 | 923565585 | |||||
| MANGUM III LLC - SERIES A | |||||||||||||||
| 280 S MANGUM STREET STE 210 | DURHAM | NC | 27701 | INVESTMENTS | DE | N/A | N/A | 0 | 0 | 923592240 | |||||
| RALLYDAY LF CO-INVESTORS LP | |||||||||||||||
| 250 FILLMORE ST STE 225 | DENVER | CO | 80206 | INVESTMENTS | DE | N/A | N/A | 0 | 0 | 932940647 | |||||
| MANGUM III LLC - SERIES E | |||||||||||||||
| 280 S MANGUM STREET STE 210 | DURHAM | NC | 27701 | INVESTMENTS | DE | N/A | N/A | 0 | 0 | 332777494 | |||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Province Or StateForeignAddress/ProvinceOrStateNm | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DUKE CE LS INC | |||||||||||||||||||
| 310 BLACKWELL STREET | DURHAM | NC | 27701 | 202004016 | REAL ESTATE | NC | N/A | C | 0 | ||||||||||
| DUKE CE (SEA) PRIVATE LIMITED | |||||||||||||||||||
| SUPPORT | N/A | C | 0 | 1 RAFFLES PLACE TOWER 2 | SINGAPORE | SN | 048616 | SN | |||||||||||
| DUKE CORPORATE EDUCATION LIM | |||||||||||||||||||
| 421672476 | EDUCATION CONSULTING | N/A | C | 0 | 165 FLEET STREET | LONDON | UK | EC4A 2DY | UK | ||||||||||
| DUKE CORPORATE EDUCATION RSA | |||||||||||||||||||
| 421672476 | CONSULTING | N/A | C | 0 | GROUND FLOOR TWICKEHNHAM BLDG | BRYANSTON | SF | 02021 | SF | JOHANNESBURG | |||||||||
| DUKE GLOBAL CONSULTING (KUNSHAN) | |||||||||||||||||||
| CONSULTING | N/A | C | 0 | 1666 WEI CHEN NAN RD | KUNSHAN PR | CH | 215300 | CH | KUNSHAN | ||||||||||
| DUKE MEDICAL STRATEGIES INC | |||||||||||||||||||
| 2200 WEST MAIN STREET STE 920 | DURHAM | NC | 27705 | 561993799 | HEALTHCARE | NC | N/A | C | 0 | ||||||||||
| DURHAM CASUALTY COMPANY LTD | |||||||||||||||||||
| 980113277 | INSURANCE | C | Yes (1) | AON HOUSE 30 WOODBOURNE AVE | PEMBROKE | BD | HM 08 | BD | DUHS INC | $68,492,150 | $391,245,454 | 1.00000 | |||||||
| GOTHIC INTERNATIONAL LTD | |||||||||||||||||||
| INVESTMENTS | N/A | C | 0 | 113 S CHURCH STREET QUEENSGATE HOU | GRAND CAYMAN | CJ | KY1-1108 | CJ | |||||||||||
| HEALTH SYSTEM MEDICAL STRATEGIES INC | |||||||||||||||||||
| 2200 W MAIN STREET STE 300 | DURHAM | NC | 27705 | 562222444 | HEALTH CARE | NC | C | Yes (1) | DUHS INC | -$15,412 | $14,969 | 1.00000 | |||||||
| MARATHON BLUE CAYMAN FUND | |||||||||||||||||||
| INVESTMENTS | N/A | C | 0 | 89 NEXUS WAY PO BOX 31106 | GRAND CAYMAN | CJ | KY1-1205 | CJ | |||||||||||
| GHI HOLDINGS MAURITIUS | |||||||||||||||||||
| INVESTMENTS | N/A | C | 0 | 9TH FL ORANGE TOWER CYBERCITY | EBENE | MP | MP | ||||||||||||
| GHI ERP LTD | |||||||||||||||||||
| INVESTMENTS | N/A | C | 0 | 9TH FL ORANGE TOWER CYBERCITY | EBENE | MP | MP | ||||||||||||
| GHI HSP LTD | |||||||||||||||||||
| INVESTMENTS | N/A | C | 0 | 9TH FL ORANGE TOWER CYBERCITY | EBENE | MP | MP | ||||||||||||
| GHI JBD LTD | |||||||||||||||||||
| INVESTMENTS | N/A | C | 0 | 9TH FL ORANGE TOWER CYBERCITY | EBENE | MP | MP | ||||||||||||
| GHI LTP LTD | |||||||||||||||||||
| INVESTMENTS | N/A | C | 0 | 9TH FL ORANGE TOWER CYBERCITY | EBENE | MP | MP | ||||||||||||
| MCP PRIVATE CAPITAL (FEEDER) FUND I LP | |||||||||||||||||||
| INVESTMENTS | N/A | C | 0 | 6 RUE GABRIEL LIPPMANN | LUXEMBOURG | LU | L-5365 | LU | |||||||||||
| DUKE INDIA SERVICES PRIVATE LIMITED | |||||||||||||||||||
| MEDICAL RESEARCH | N/A | C | 0 | 302 PRIDE ELITE 10 MUSEUM ROAD | BANGALORE | IN | 560001 | IN | KARNATAKA | ||||||||||
| DUKE GLOBAL GERMANY GMBH | |||||||||||||||||||
| EDUCATION | N/A | C | 0 | ESCHERSHEIMER LANDSTR 14 | FRANKFURT | GM | 60322 | GM | |||||||||||
| DUKE CORP EDU INDIA PRIVATE | |||||||||||||||||||
| 421672476 | CONSULTING | N/A | C | 0 | ACADEMIC BLOCK NEW CAMPUS | VASTRAPUR | IN | 380015 | IN | AHMEDABAD | |||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (13 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| DUKE HEALTH INTEGRATED PRACTICE INC | ||
| R | $133,994,148 | FMV |
| DUKE UNIVERSITY AFFILIATED PHYSICIANS INC | ||
| R | $49,225,426 | FMV |
| ASSOCIATED HEALTH SERVICES INC | ||
| S | $15,933,823 | FMV |
| DUKE AFFILIATIONS NETWORK INC | ||
| R | $6,172,078 | FMV |
| DUKE INTERGRATED NETWORK INC | ||
| R | $8,546,715 | FMV |
| WATTS COLLEGE OF NURSING INC | ||
| R | $1,404,535 | FMV |
| DURHAM CASUALTY COMPANY INC | ||
| S | $35,075,911 | FMV |
| DURHAM CASUALTY COMPANY INC | ||
| R | $14,077,032 | FMV |
| DUKE TRIANGLE ENDOSCOPY CENTER LLC | ||
| L | $201,090 | FMV |
| DUKE TRIANGLE ENDOSCOPY CENTER LLC | ||
| Q | $174,456 | FMV |
| DUKE HEALTH LAKE NORMAN REGIONAL MEDICAL CENTER INC | ||
| R | $302,809,438 | FMV |
| GOTHIC HSP CORPORATION | ||
| C | $567,844,502 | FMV |
| GOTHIC HSP CORPORATION | ||
| B | $577,613,067 | FMV |