DUKE CORPORATE EDUCATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- DUKE CORPORATE EDUCATION (EIN 42-1672476)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201121369349302997
- Schema version
- 2009v1.7
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T11:32:33-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 North Greene Street Suite 400 | AddressLine1 |
| City | Greensboro | City |
| State | NC | State |
| ZIP Code | 27401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421672476 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUKE CORPORATE EDUCATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DUKE | NameControl |
| Phone | 9196805000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 BLACKWELL STREET | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 27701 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARBARA FRICK | Name |
| Title | SECRETARY | Title |
| Date Signed | 2011-05-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3362753394 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KIM TAYLOR-THOMPSON CEO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 BLACKWELL STREET | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 27701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 29833648 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.DUKECE.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2000 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | THE COMPANY PROVIDES EDUCATIONAL SERVICES TO CORPORATIONS IN FURTHERANCE OF DUKE UNVIVERSITY'S MISSION OF PROVIDING EDUCATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 112 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 44822581 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 25841601 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 300956 | InvestmentIncomePriorYear |
| Investment Income Current Year | 325265 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1887663 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3359978 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 47011200 | TotalRevenuePriorYear |
| Total Revenue Current Year | 29526844 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 15974404 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 16182293 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 33134662 | OtherExpensePriorYear |
| Other Expenses Current Year | 19183523 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 49109066 | TotalExpensesPriorYear |
| Total Expenses Current Year | 35365816 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2097866 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -5838972 | RevenuesLessExpensesCY |
| Total Assets BOY | 19483734 | TotalAssetsBOY |
| Total Assets EOY | 19497926 | TotalAssetsEOY |
| Total Liabilities BOY | 20884328 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 26591236 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -1400594 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -7093310 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE COMPANY IS THE FOREMOST GLOBAL PROVIDER OF CUSTOM CORPORATE EDUCATION SERVICES THAT HELPS ORGANIZATIONS ADDRESS THEIR BUSINESS CHALLENGES. THE COMPANY WAS CREATED TO PROVIDE INTENSIVELY CUSTOMIZED CORPORATE EDUCATION SERVICES FOCUSED ON ADDRESSING BUSINESS CHALLENGES. THE COMPANY FOCUSES EDUCATION ON WHAT THE CLIENT'S PEOPLE NEED TO KNOW, DO AND BELIEVE IN ORDER TO ADDRESS CURRENT OR ANTICIPATED CHALLENGES AND ATTAIN SPECIFIC BUSINESS OBJECTIVES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 27369487 | Expense |
| Grants | 0 | Grants |
| Revenue | 29201579 | Revenue |
| Description | THE ORGANIZATION IS A NORTH CAROLINA NONPROFIT CORPORATION WHICH IS A TYPE 1 SUPPORTING ORGANIZATION FOR DUKE UNIVERSITY, A NORTH CAROLINA NONPROFIT CORPORATION THAT HAS BEEN RECOGNIZED AS BEING AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE CODE. THE ORGANIZATION IS THE SUCCESSOR BY MERGER WITH DUKE CE, WHICH WAS EFFECTIVE AT 11:59:59 PM ON JUNE 30, 2005. THE ORGANIZATION, THROUGH ITS CORPORATE AFFILIATES, IS A GLOBAL PROVIDER OF CUSTOM CORPORATE EDUCATION SERVICES THAT HELP ORGANIZATIONS ADDRESS THEIR BUSINESS CHALLENGES. THE ORGANIZATION HELPS ITS CLIENTS IMPLEMENT THEIR STRATEGIES THROUGH DEVELOPMENT OF THEIR PEOPLE. THE ORGANIZATION FOCUSES EDUCATION ON WHAT THE CLIENT'S PEOPLE NEED TO KNOW, DO AND BELIEVE IN ORDER TO ADDRESS CURRENT OR ANTICIPATED CHALLENGES, AND ATTAIN SPECIFIC BUSINESS OBJECTIVES. THE ORGANIZATION DIFFERS FROM A TRADITIONAL BUSINESS SCHOOL OR PROFESSIONAL SERVICES FIRM IN THAT THE ORGANIZATION IS NOT DEPENDENT ON THE ORGANIZATION'S OR THE UNIVERSITY'S FACULTY. TO MEET THE BROAD RANGE OF NEEDS THE ORGANIZATION'S CLIENTS BRING TO IT, THE ORGANIZATION DRAWS IN QUALITY FACULTY FROM NUMEROUS BUSINESS SCHOOLS. THE ORGANIZATION ALSO LEVERAGES NON-FACULTY EDUCATORS SUCH AS COACHES, FACILITATORS, INDUSTRY EXPERTS, RETIRED EXECUTIVES, ACTORS AND OTHERS COMMITTED TO HIGH QUALITY CUSTOMIZED EDUCATION. THE ORGANIZATION CAN DELIVER SMALL OR VERY LARGE SCALE PROGRAMS, IN MANY ITERATIONS, IN SEVERAL LANGUAGES, COVERING A FEW TO THOUSANDS OF PARTICIPANTS, WITH COMPLEX LOGISTICAL REQUIREMENTS, ANYWHERE IN THE WORLD. THE ORGANIZATION USES ITS NETWORK AND ITS AFFILIATION WITH UNIVERSITIES TO PROVIDE ITS CLIENTS A LOCAL DELIVERABLE WITH GLOBAL CONSISTENCY. THE ORGANIZATION, THROUGH ITS PREDECESSOR DUKE CE, HAS DELIVERED EDUCATIONAL PROGRAMS AT NUMEROUS SITES IN APPROXIMATELY 40 DIFFERENT COUNTRIES. | Description |
| Total Program Service Expense | 27369487 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 96 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 112 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Name Of Foreign Country | IN | NameOfForeignCountry |
| Name Of Foreign Country | SF | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | true | Form8899Filed |
| Form1098 C Filed | true | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Nbr Voting Governing Body Members | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BARBARA M FRICK | NamePerson |
| Telephone Number | 9196805000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 BLACKWELL STREET | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 27701 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| KIM TAYLOR THOMPSON | ||||||||
| CEO/DIRECTOR | 40.0 | X | X | 461486 | 0 | 37320 | ||
| JUDITH ROSENBLUM | ||||||||
| DIRECTOR/ADVISOR TO CEO | 40.0 | X | 392800 | 0 | 41590 | |||
| PETER LANGE | ||||||||
| DIRECTOR | 1.0 | X | X | 0 | 505164 | 36909 | ||
| JOHN PAYNE | ||||||||
| DIRECTOR | 1.0 | X | 0 | 350597 | 44957 | |||
| BLAIR SHEPPARD | ||||||||
| DIRECTOR | 1.0 | X | X | 0 | 491842 | 30128 | ||
| TALLMAN TRASK | ||||||||
| DIRECTOR | 1.0 | X | 0 | 532672 | 44951 | |||
| DENNIS LOUGHRIDGE | ||||||||
| CFO/EVP | 40.0 | X | 314333 | 0 | 31190 | |||
| MICHAEL CANNING | ||||||||
| EXEC. VP | 40.0 | X | 420541 | 0 | 27521 | |||
| BARBARA FRICK | ||||||||
| SECRETARY/COMPTROLLER | 40.0 | X | 199917 | 0 | 26818 | |||
| LEAH HOUDE | ||||||||
| GLOBAL HEAD OF HR | 40.0 | X | 245099 | 0 | 29871 | |||
| GREGORY MARCHI | ||||||||
| VP OF MARKETING | 40.0 | 509405 | 0 | 36225 | X | |||
| ROBERT REINHEIMER | ||||||||
| EXECUTIVE DIRECTOR | 40.0 | 425395 | 0 | 42438 | X | |||
| JOHN MALITORIS | ||||||||
| EXECUTIVE DIRECTOR | 40.0 | 392268 | 0 | 40740 | X | |||
| GIL MCWILLIAM | ||||||||
| EXECUTIVE DIRECTOR | 40.0 | 387009 | 0 | 37916 | X | |||
| DENNIS BALTZLEY | ||||||||
| EXECUTIVE DIRECTOR | 40.0 | 385556 | 0 | 17267 | X | |||
| DOUGLAS BREEDEN | ||||||||
| DIRECTOR, FORMER | 0.0 | 0 | 333795 | 46861 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4133809 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2214070 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 572702 | TotalOtherCompensation |
| Number Individuals GT100 K | 55 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | Province Or StateAddressOfContractor/AddressForeign/ProvinceOrState | CountryAddressOfContractor/AddressForeign/Country | Postal CodeAddressOfContractor/AddressForeign/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|
| KNOWLEDGE LAUNCH LLC | ||||||||||
| PO BOX 10066 | KNOXVILLE | TN | 37939 | EDUCATIONAL SERVICES | 660456 | |||||
| GORDON HEWITT CONSULTANCY | ||||||||||
| EDUCATIONAL SERVICES | 471735 | PO BOX 428 OLD BANK CHAMBERS | GRAND RUE, GUERNSEY | CHANNEL ISLANDS | UK | GY1 3WZ | ||||
| DELOITTE TAX LLP | ||||||||||
| PO BOX 2079 | CAROL STREAM | IL | 60132 | CONSULTING | 542031 | |||||
| EXECUTIVE PERSPECTIVES | ||||||||||
| 10615 DELFIELD COURT | LAUREL | MD | 20723 | EDUCATIONAL SERVICES | 352842 | |||||
| SHEHZAD MIAN | ||||||||||
| 904 HERITAGE PLACE | DECATUR | GA | 30033 | EDUCATIONAL SERVICES | 329740 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 31 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CORPORATE EDUCATION | 611600 | 23366383 | 23366383 |
| SUPPORTING SERVICE | 611710 | 2475218 | 2475218 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 25841601 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 325265 | TotalRevenueColumn |
| Exclusion | $325,265 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 321192 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 306804 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 14388 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14388 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14388 | RelatedOrExemptFunctionIncome |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| FINDER FEES | 900099 | 12594 | 12594 |
| CORPORATE SUPPORT | 900099 | 2909496 | 2909496 |
| EDUCATIONAL SERVICES | 900099 | 419964 | 419964 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3536 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3536 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3345590 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29526844 | TotalRevenueColumn |
| Related Or Exempt Function Income | 29201579 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $325,265 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2225466 | Total |
| Program Services | 682111 | ProgramServices |
| Management And General | 1543355 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12070146 | Total |
| Program Services | 8755945 | ProgramServices |
| Management And General | 3314201 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 508968 | Total |
| Program Services | 412264 | ProgramServices |
| Management And General | 96704 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 689869 | Total |
| Program Services | 558794 | ProgramServices |
| Management And General | 131075 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 687844 | Total |
| Program Services | 557154 | ProgramServices |
| Management And General | 130690 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 764072 | Total |
| Program Services | 534850 | ProgramServices |
| Management And General | 229222 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 202052 | Total |
| Management And General | 202052 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 364681 | Total |
| Management And General | 364681 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6640596 | Total |
| Program Services | 6640596 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78776 | Total |
| Program Services | 28838 | ProgramServices |
| Management And General | 49938 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1730617 | Total |
| Program Services | 1532742 | ProgramServices |
| Management And General | 197875 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 759199 | Total |
| Program Services | 531439 | ProgramServices |
| Management And General | 227760 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3618653 | Total |
| Program Services | 3618653 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 886151 | Total |
| Program Services | 611400 | ProgramServices |
| Management And General | 274751 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2514212 | Total |
| Program Services | 2062446 | ProgramServices |
| Management And General | 451766 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54073 | Total |
| Management And General | 54073 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32530 | Total |
| Management And General | 32530 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 913049 | Total |
| Program Services | 639134 | ProgramServices |
| Management And General | 273915 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 169132 | Total |
| Management And General | 169132 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CURRENCY CONVERSION | 213780 | 213780 | |
| NET TAX REFUND | -47403 | -10659 | -36744 |
| MAINTENANCE | 289353 | 289353 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35365816 | Total |
| Program Services | 27369487 | ProgramServices |
| Management And General | 7996329 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 788266 | BOY |
| EOY | 1027922 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8269699 | BOY |
| EOY | 7206833 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 976377 | BOY |
| EOY | 911337 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7532770 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6014887 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2147182 | BOY |
| EOY | 1517883 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 879161 | BOY |
| EOY | 1041071 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 104737 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6423049 | BOY |
| EOY | 7688143 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19483734 | BOY |
| EOY | 19497926 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19197245 | BOY |
| EOY | 21907359 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1237083 | BOY |
| EOY | 208877 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 450000 | BOY |
| EOY | 4475000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20884328 | BOY |
| EOY | 26591236 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1400594 | BOY |
| EOY | -7093310 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1400594 | BOY |
| EOY | -7093310 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19483734 | BOY |
| EOY | 19497926 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | true | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | false | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUKE UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560532129 | EIN |
| Type Of Organization | 02 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Supported Organization Notified | true | SupportedOrganizationNotified |
| Organized In US | true | OrganizedInUS |
| Amount | $1,178,801 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 1178801 | SumOfAmounts |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 895725 | OtherCostOrOtherBasis |
| Depreciation | 473305 | Depreciation |
| Book Value | 422420 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5441016 | OtherCostOrOtherBasis |
| Depreciation | 4391175 | Depreciation |
| Book Value | 1049841 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1196029 | OtherCostOrOtherBasis |
| Depreciation | 1150407 | Depreciation |
| Book Value | 45622 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1517883 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MARKETABLE SECURITIES | Description |
| Book Value | 1041071 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1041071 | TotalOfBookValueSecurities |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INVESTMENT IN DCE LTD | 8 |
| INVESTMENT IN DCE INDIA PRIV | 148158 |
| INVESTMENT IN DCE LS INC | 1463266 |
| INVESTMENT IN DCE RSA | 14 |
| SWAP INVESTMENT | -807001 |
| INTERCOMPANY RECEIVABLE | 6883698 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 7688143 | TotalBookValueOtherAssets |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FINANCIAL STATEMENTS AUDIT | Identifier |
| Return Reference | FORM 990, PT IV, LN 12, PT XI, LN 2B AND SCHED D, PTS XI, XII, AND XIII | ReturnReference |
| Explanation | DUKE CORPORATE EDUCATION IS INCLUDED IN A CONSOLIDATED ANNUAL FINANCIAL STATEMENTS AUDIT, IN ACCORDANCE WITH GAAP, PREPARED BY AN INDEPENDENT AUDITOR. PURSUANT TO THE 2009 FORM 990 INSTRUCTIONS, DUKE CORPORATE EDUCATION HAS ELECTED NOT TO COMPLETE PARTS XI-XIII OF SCHEDULE D. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (10 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Sub-Saharan Africa | 0 | 0 | Program Services | CUSTOM CORP EDUC SER | 8968 |
| South Asia | 0 | 0 | Program Services | CUSTOM CORP EDUC SER | 55119 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | CUSTOM CORP EDUC SER | 1446951 |
| East Asia and the Pacific | 0 | 0 | Program Services | CUSTOM CORP EDUC SER | 822522 |
| Middle East and North Africa | 0 | 0 | Program Services | CUSTOM CORP EDUC SER | 1687930 |
| North America | 0 | 0 | Program Services | CUSTOM CORP EDUC SER | 939339 |
| South America | 0 | 0 | Program Services | CUSTOM CORP EDUC SER | 25623 |
| Sub-Saharan Africa | Investments | ||||
| Europe (Including Iceland and Greenland) | Investments | ||||
| South Asia | Investments |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 4986452 | TotalAmountSpent |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | true | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (16 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KIM TAYLOR THOMPSON | |||||||||||||
| 439486 | 0 | 0 | 0 | 22000 | 0 | 23500 | 0 | 15784 | 0 | 500770 | 0 | 0 | 0 |
| DENNIS LOUGHRIDGE | |||||||||||||
| 294047 | 0 | 0 | 0 | 20286 | 0 | 20575 | 0 | 12579 | 0 | 347487 | 0 | 0 | 0 |
| MICHAEL CANNING | |||||||||||||
| 404041 | 0 | 0 | 0 | 16500 | 0 | 16500 | 0 | 11801 | 0 | 448842 | 0 | 0 | 0 |
| BARBARA FRICK | |||||||||||||
| 166741 | 0 | 0 | 0 | 33176 | 0 | 12945 | 0 | 16945 | 0 | 229807 | 0 | 0 | 0 |
| JUDITH ROSENBLUM | |||||||||||||
| 358109 | 0 | 0 | 0 | 34691 | 0 | 123500 | 0 | 21162 | 0 | 537462 | 0 | 0 | 0 |
| LEAH HOUDE | |||||||||||||
| 228599 | 0 | 0 | 0 | 16500 | 0 | 16227 | 0 | 16715 | 0 | 278041 | 0 | 0 | 0 |
| GREGORY MARCHI | |||||||||||||
| 459586 | 0 | 0 | 0 | 49819 | 0 | 17938 | 0 | 20357 | 0 | 547700 | 0 | 0 | 0 |
| ROBERT REINHEIMER | |||||||||||||
| 403398 | 0 | 0 | 0 | 21997 | 0 | 21463 | 0 | 25103 | 0 | 471961 | 0 | 0 | 0 |
| JOHN MALITORIS | |||||||||||||
| 370268 | 0 | 0 | 0 | 22000 | 0 | 23500 | 0 | 20311 | 0 | 436079 | 0 | 0 | 0 |
| GIL MCWILLIAM | |||||||||||||
| 365009 | 0 | 0 | 0 | 22000 | 0 | 21475 | 0 | 19180 | 0 | 427664 | 0 | 0 | 0 |
| PETER LANGE | |||||||||||||
| 0 | 488664 | 0 | 0 | 0 | 16500 | 0 | 30128 | 0 | 7717 | 0 | 543009 | 0 | 0 |
| JOHN PAYNE | |||||||||||||
| 0 | 285664 | 0 | 64933 | 0 | 0 | 0 | 30128 | 0 | 15367 | 0 | 396092 | 0 | 0 |
| BLAIR SHEPPARD | |||||||||||||
| 0 | 475342 | 0 | 0 | 0 | 16500 | 0 | 30128 | 0 | 910 | 0 | 522880 | 0 | 0 |
| TALLMAN TRASK | |||||||||||||
| 0 | 516172 | 0 | 0 | 0 | 16500 | 0 | 30128 | 0 | 15813 | 0 | 578613 | 0 | 0 |
| DOUGLAS BREEDEN | |||||||||||||
| 0 | 317295 | 0 | 0 | 0 | 16500 | 0 | 30128 | 0 | 17333 | 0 | 381256 | 0 | 0 |
| DENNIS BALTZLEY | |||||||||||||
| 385556 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 20351 | 0 | 405907 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| TAX INDEMNIFICATION AND HOUSING ALLOWANCE | SCHEDULE J, PART I, LINE 1A | GREGORY MARCHI RECEIVED A HOUSING ALLOWANCE AS DEFINED IN DUKE CORPORATE EDUCATION'S WRITTEN EXPATRIATION POLICY. JUDITH ROSENBLUM, GREGORY MARCHI AND BARBARA FRICK RECEIVED TAX INDEMNIFICATION AND GROSS-UP PAYMENTS AS DEFINED IN DUKE CORPORATE EDUCATION'S WRITTEN TUITION BENEFIT POLICY. THESE AMOUNTS HAVE BEEN INCLUDED AS TAXABLE COMPENSATION TO THE RECIPIENTS. |
| COMPENSATION OF CEO | SCHEDULE J, PART I, LINE 3 | The salary for the CEO was reviewed and approved by a compensation committee, based on guidelines developed by an independent compensation consultant, utilizing a compensation survey and Forms 990 of other organizations. |
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | SCHEDULE J, PART I, LINE 4B | THE FOLLOWING INDIVIDUAL PARTICIPATED IN AND RECEIVED PAYMENTS UNDER A DEFERRED COMPENSATION PLAN DESCRIBED UNDER SECTION 457(F) OF THE INTERNAL REVENUE CODE: JUDITH ROSENBLUM $100,000 SUCH AMOUNTS WERE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE AS DEFINED UNDER IRC SECTION 457(F). |
| COMPENSATION CONTINGENT ON THE ORGANIZATION | SCHEDULE J, PART I, LINE 5A AND LINE 7 | THE BOARD OF DUKE CORPORATE EDUCATION HAS APPROVED A LONG TERM INCENTIVE PLAN. THE PURPOSE OF THE PLAN IS TO REWARD EMPLOYEES BASED UPON DUKE CORPORATE EDUCATION'S SUCCESS, AS MEASURED BY CERTAIN FINANCIAL AND NON-FINANCIAL MEASURES. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| business relationships | FORM 990, PART vi, LINE 2 | TALLMAN TRASK, PETER LANGE, JOHN PAYNE, AND BLAIR SHEPPARD HAVE A BUSINESS RELATIONSHIP. |
| ELECTING MEMBERS OF THE GOVERNING BODY | FORM 990, PART VI, LINE 7 | DUKE CORPORATE EDUCATION'S BOARD CONSISTS OF THE CHIEF ACADEMIC OFFICER OF DUKE UNIVERSITY, THE CHIEF BUSINESS OFFICER OF DUKE UNIVERSITY, THE DEAN OF THE DUKE UNIVERSITY FUQUA SCHOOL OF BUSINESS, THE CHIEF EXECUTIVE OFFICER OF DUKE CORPORATE EDUCATION AND THREE ADDITIONAL DIRECTORS, ONE NOMINATED BY THE BOARD OF DIRECTORS OF DUKE CORPORATE EDUCATION AND ELECTED BY THE BOARD OF TRUSTEES OF DUKE UNIVERSITY, ONE NOMINATED BY THE DEAN OF THE DUKE UNIVERSITY FUQUA SCHOOL OF BUSINESS AND ELECTED BY THE BOARD OF TRUSTEES OF DUKE UNIVERSITY, AND ANOTHER NOMINATED BY THE CHIEF EXECUTIVE OFFICER OF DUKE CORPORATE EDUCATION AND ELECTED BY THE BOARD OF THE TRUSTEES OF DUKE UNIVERSITY. A VACANCY OCCURRING IN THE BOARD OF DIRECTORS RESULTING FROM AN INCREASE IN THE NUMBER OF DIRECTORS SHALL BE FILLED BY A PERSON NOMINATED BY THE BOARD OF DIRECTORS AND ELECTED BY THE BOARD OF TRUSTEES OF DUKE UNIVERSITY. |
| PROVIDING 990 TO GOVERNING BODY | FORM 990, PART VI, LINE 11 | DUKE CORPORATE EDUCATION'S INDEPENDENT ACCOUNTANT PREPARED THE CURRENT YEAR TAX RETURN AND THIS WAS REVIEWED PRIOR TO FILING BY DUKE CORPORATE EDUCATION'S MANAGEMENT AND BOARD. A COPY OF THE FINAL FORM 990 WAS PROVIDED TO DUKE CORPORATE EDUCATION BOARD OF DIRECTORS PRIOR TO FILING. |
| CONFLICT OF INTEREST POLICY | FORM 990, PART VI, LINE 12 | Duke Corporate Education has a written conflict of interest policy and request all officers, directors, key employees, and board members to annually disclose any possible conflicts of interest. Any instanceS of possible conflict of interests are reviewed and resolved by the board. |
| WHISTLEBLOWER POLICY | FORM 990, PART VI, LINE 13 | Duke Corporate Education does have a whistleblower policy that was adopted May 27, 2010, which is available on the company's internal website. |
| DOCUMENT RETENTION AND DESTRUCTION | FORM 990, PART VI, LINE 14 | Duke Corporate Education does have a WRITTEN RECORDS RETENTION policy that was adopted May 27, 2010. |
| COMPENSATION REVIEW AND APPROVAL | FORM 990, PART VI, LINE 15 | The salarIES for the CEO, key employees, and officers were reviewed and approved by a compensation committee, with the assistance of an independent compensation consultant, UTILIZING a compensation survey AND FORMS 990 OF OTHER ORGANIZATIONS. |
| JOINT VENTURE | FORM 990, PART VI, LINE 16 | DUKE CORPORATE EDUCATION HAS ANNUAL STATUTORY AUDITS OF AFFILIATED TAXABLE ENTITIES IN AN EFFORT TO ENSURE THAT THE ACTIVITIES OF THE AFFILIATES FURTHER THE DUKE CORPORATE EDUCATION'S EXEMPT PURPOSE AND DO NOT JEOPARDIZE THE ORGANIZATION'S EXEMPT STATUS. |
| DISCLOSURE TO PUBLIC | FORM 990, PART VI, LINE 19 | Duke Corporate Education's documents (Articles of Incorporation and any subsequent amendments or restatements) are available to the public on the North Carolina Secretary of State website. Duke Corporate Education makes its conflict of interest policy available to the public upon request. THE FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC BECAUSE THE BALANCE SHEET AND INCOME STATEMENT ARE ALREADY INCLUDED ON THE FORM 990. |
| AMOUNT OF TIME SPENT FOR RELATED ORGANIZATIONS | FORM 990, PART VII | THE FOLLOWING OFFICERS AND DIRECTORS SPEND APPROXIMATLEY 40 HOURS PER WEEK ENGAGED IN ACTIVITIES FOR DUKE UNIVERSITY (A RELATED ORGANIZATION): PETER LANGE JOHN PAYNE BLAIR SHEPPARD TALLMAN TRASK III DOUGLAS BREEDEN |
| OTHER FEES FOR SERVICE | FORM 990, PART IX, LINE 11G | THE ORGANIZATION DRAWS IN QUALITY FACULTY FROM NUMEROUS BUSINESS SCHOOLS. THE ORGANIZATION ALSO LEVERAGES NON-FACULTY EDUCATORS SUCH AS COACHES, FACILITATORS, INDUSTRY EXPERTS, RETIRED EXECUTIVES, ACTORS AND OTHERS COMMITTED TO HIGH QUALITY CUSTOMIZED EDUCATION. THE AMOUNT OF EXPENSES REPORTED ON LINE 11G IS RELATED TO THE COST TO OBTAIN THE SERVICES OF THESE PREMIER, INTERNATIONALLY DIVERSE EDUCATORS. |
| FINANCIAL STATEMENTS AUDIT | FORM 990, PART XI, LINE 2 | DUKE CORPORATE EDUCATION'S SEPARATE FINANCIAL STATEMENTS ARE COMPILED BY AN INDEPENDENT ACCOUNTANT. ADDITIONALLY, DUKE CORPORATE EDUCATION IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENT AUDIT OF DUKE UNIVERSITY. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUKE CE LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 BLACKWELL STREET | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 27701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421672476 | EIN |
| Primary Activities | INVESTMENTS | PrimaryActivities |
| Legal Domicile State | NC | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 0 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUKE UNIVERSITY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 BLACKWELL STREET | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 27701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560532129 | EIN |
| Primary Activities | EDUCATION | PrimaryActivities |
| Legal Domicile State | NC | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 2 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SBER LUCKY STRIKE LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 BLACKWELL ST | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 27701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203891303 | EIN |
| Primary Activity | REAL ESTATE | PrimaryActivity |
| Legal Domicile State | NC | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUKE CE LS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeType |
| Share Of Total Income | -145197 | ShareOfTotalIncome |
| Share Of EOY Assets | 7295287 | ShareOfEOYAssets |
| Disproportionate Allocations | false | DisproportionateAllocations |
| Code V | $0 | CodeVAmount |
| General Or Managing Partner | true | GeneralOrManagingPartner |
Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)
| Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | Primary ActivityPrimaryActivity | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Legal Domicile StateLegalDomicileState |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DUKE CORPORATE EDUCATION LIMITED | ||||||||||||||||
| 165 FLEET STREET | LONDON | UK | EC4A 2DY | EDUCATION CONSULT | UK | NA | C | -1255534 | 4585189 | 0.70000 | ||||||
| DUKE CORPORATE EDUCATION INDIA PRIVATE | ||||||||||||||||
| ACADEMIC BLOCK NEW CAMPUS | VASTRAPUR, AHMEDABAD | IN | 380015 | EDUCATION CONSULT | IN | NA | C | -714950 | 1205415 | 1.00000 | ||||||
| DUKE CORPORATION EDUCATION RSA | ||||||||||||||||
| GROUND FLOOR TWICKENHAM BLDG | BRYANSTON, JOHANNESBURG | SF | 02021 | EDUCATION CONSULT | SF | NA | C | 537105 | 1491845 | 1.00000 | ||||||
| DUKE CE LS INC | ||||||||||||||||
| REAL ESTATE | NA | C | -148937 | 867179 | 1.00000 | 310 BLACKWELL STREET | DURHAM | NC | 27701 | 202004016 | NC | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (10 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| DUKE CORPORATE EDUCATION LIMITED | |
| Q | 1129000 |
| DUKE CORPORATE EDUCATION LIMITED | |
| AI | 91080 |
| DUKE CORPORATE EDUCATION LIMITED | |
| AIII | 437275 |
| DUKE CORPORATE EDUCATION LIMITED | |
| P | 2529775 |
| DUKE CORPORATE EDUCATION INDIA PRIVATE LTD | |
| AIII | 22778 |
| DUKE CORPORATE EDUCATION INDIA PRIVATE LTD | |
| P | 616340 |
| DUKE CORPORATE EDUCATION RSA | |
| AIII | 118253 |
| DUKE CORPORATE EDUCATION RSA | |
| AI | 65586 |
| DUKE CORPORATE EDUCATION RSA | |
| P | 1812148 |
| DUKE CORPORATE EDUCATION RSA | |
| Q | 3101684 |