FOREST AT DUKE INC
2701 PICKETT ROAD, DURHAM, NC 27705 www.forestduke.org

Total Revenue
$27,793,793
Total Expenses
$25,541,720
Net Assets
$14,392,194

Organizations Filed Purposes: TO PROVIDE A CARING, RESPONSIBLE COMMUNITY THAT FOSTERS THE INDEPENDENCE OF RESIDENTS OF RETIREMENT AGE BY ENHANCING THEIR CAPABILITY TO LEAD PURPOSEFUL, ACTIVE, HEALTHY AND SECURE LIVES.

TO PROVIDE A CARING, RESPONSIBLE RETIREMENT COMMUNITY BY ENHANCING RESIDENTS' LIVES.

THE FOREST AT DUKE WELCOMED ITS FIRST RESIDENTS IN 1992 WITH A MISSION TO PROVIDE A CARING, RESPONSIBLE COMMUNITY THAT FOSTERS THE INDEPENDENCE OF RESIDENTS OF RETIREMENT AGE BY ENHANCING THEIR ABILITY TO LEAD PURPOSEFUL, ACTIVE, HEALTHY AND SECURE LIVES. THE 47-ACRE CAMPUS IS HOME TO APPROXIMATELY 400 RESIDENTS AND INCLUDES 249 INDEPENDENT LIVING RESIDENCES, 34 ASSISTED LIVING SUITES AND 58 SKILLED NURSING RESIDENCES. IN 2007, THE FOREST WAS AWARDED A BBB+ CREDIT RATING BY FITCH RATINGS, ACHIEVED NATIONAL COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES/CONTINUING CARE ACCREDITATION COMMISSION (CARF-CCAC) ACCREDITATION, AND RECEIVED ANOTHER HEALTH CENTER DEFICIENCY FREE SURVEY FROM THE NC DEPARTMENT OF HEALTH REGULATORS. IN 2007, THE FOREST ALSO CHOSE TO PARTICIPATE IN THE MEDICARE PART A PROGRAM AND GAINED CERTIFICATION UNDER MEDICARE. IN OCTOBER 2017, THE FOREST AT DUKE WAS REVIEWED BY CARF-CCAC AND EARNED ANOTHER FIVE-YEAR TERM AS AN ACCREDITED CONTINUING RETIREMENT COMMUNITY. IN 2017, THE BBB+ CREDIT RATING WAS UPGRADED BY FITCH RATINGS TO AN A-. IN OCTOBER 2019, THE A- RATING WAS UPGRADED BY FITCH RATINGS TO AN A.THE FOREST HAS COMPLETED THE CONSTRUCTION OF 15 COTTAGE HOMES AND ALL WERE OCCUPIED BY THE END OF FISCAL YEAR 2015. THE RENOVATION TO THE COMMUNITY CENTER, INCLUDING ENLARGING THE FITNESS CENTER, ENHANCING DINING AND OTHER INTERIOR PROGRAM MODIFICATIONS, WAS COMPLETED BY THE END OF FISCAL YEAR 2016.THE FOREST AT DUKE TAKES SERIOUSLY ITS COMMITMENT TO SOCIAL RESPONSIBILITY AND LEADERSHIP. OUTREACH INCLUDES MAJOR ANNUAL CORPORATE FINANCIAL ASSISTANCE TO THE DURHAM COUNCIL FOR SENIOR CITIZENS, THE DURHAM CENTER FOR SENIOR LIFE, THE SENIOR PHARMASSIST PROGRAM, AND ROGERS-HERR MIDDLE SCHOOL. THROUGHOUT THE YEAR, OTHER LOCAL NON-PROFITS ARE HELPED WITH CASH, IN-KIND AND VOLUNTEER DONATIONS AS WELL. MORE THAN 75,000 RESIDENT VOLUNTEER HOURS PER YEAR BENEFIT LOCAL SCHOOLS, CHURCHES, DUKE HOSPITALS AND OTHER AREA SERVICE ORGANIZATIONS. THE FOREST EMPLOYEE EDUCATIONAL ASSISTANCE FUND CONTINUES TO AWARD MONIES TO OVER 20 FOREST STAFF EACH YEAR TO FURTHER THEIR EDUCATION.THE FOREST CONTINUES TO HAVE STRONG ASSOCIATIONS WITH EDUCATIONAL AND LICENSING INSTITUTIONS. THE COMMUNITY SERVES AS A TRAINING SITE FOR:-GERIATRIC FELLOWS DUKE UNIVERSITY MEDICAL CENTER-INTERNAL MEDICINE RESIDENTS DUKE UNIVERSITY MEDICAL CENTER-NURSING STUDENTS WATTS SCHOOL OF NURSING-INTERNS IN THE LEADERSHIP IN AGING PROGRAM DUKE UNIVERSITY-THERAPEUTIC RECREATION INTERNS FROM SURROUNDING UNIVERSITIES-NURSING HOME ADMINISTRATORS THE NORTH CAROLINA BOARD OF LICENSING OF NURSING HOME ADMINISTRATORSTHE FOREST ACTIVELY PARTICIPATES WITH ITS PEERS IN THE INDUSTRY THROUGH ASSOCIATION INVOLVEMENT. FOREST EMPLOYEES OFTEN SERVE IN LEADERSHIP AND AS PRESENTERS AT STATE AND NATIONAL EDUCATIONAL SESSIONS. THE FOREST MAINTAINS MEMBERSHIPS IN THE FOLLOWING PROFESSIONAL ASSOCIATIONS:-LEADINGAGE-LEADING AGE NORTH CAROLINA-NORTH CAROLINA HEALTH CARE ASSOCIATION-AMERICAN HEALTH CARE ASSOCIATION-DURHAM CHAMBER OF COMMERCE-NORTH CAROLINA COALITION FOR LONG TERM CARE ENHANCEMENT-SOCIETY FOR THE ADVANCEMENT OF GERONTOLOGICAL ENVIRONMENTS

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Anital L HoltPRESIDENT, CEO40$309,003
Karen E HenryTREASURER, CFO40$211,540
Lee Ann Bailey-ClaytonDIRECTOR OF HEALTH SERVICE40$117,003
Chuck WilsonDIRECTOR4$0
Casey SteinbacherDIRECTOR4$0
Dean MccumberDIRECTOR4$0
Arnold LermanDIRECTOR4$0
Chuck KennedyDIRECTOR4$0
Mike HillDIRECTOR4$0
Ken GibbsDIRECTOR4$0
Anthony GalanosDIRECTOR4$0
Frances DyerDIRECTOR4$0
Jane BrownDIRECTOR4$0
George Brothers JrDIRECTOR4$0
Banks AndersonDIRECTOR4$0
Michelle HarperSECRETARY4$0
Harvey CohenVICE CHAIRMAN4$0
Alice SharpeCHAIRMAN4$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202140369349300044_public.xml