EIN 56-1630158

The Forest at Duke

IRS 501(c) type
501(c)(3)
Num. employees
393
City
Year formed
1988
Most recent tax filings
2023-09-01
Description
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.
Total revenues
$24,329,545
2023
Total expenses
$29,273,687
2023
Total assets
$146,426,388
2023
Num. employees
393
2023

Program areas at The Forest at Duke

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 235 independent living residences, 32 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.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.in june 2021, The Forest completed The financing to build a new health center on its current campus. The facility will have 90 new units in The "small house" format in a five-story, approximately 110,000 square foot building. The small house model of care is designed around houses (or groups of rooms) in which each house has 10 private rooms each with a bathroom and all common spaces and support areas located within The house. The small house model will provide The same scope of services, each neighborhood will have a team that provides The care, residents will have short walking distances to increase level of independence, resident privacy, additional dining and fitness venues. The project is complete and The residents moved into The new health center in february 2023.in november 2022, The Forest completed The financing for phase two of The project. The project includes The addition of seventy-one (71) new independent living apartments and an expanded community center which connects The existing community center to The health center. The expanded community center also includes service and amenity spaces such as additional dining, fitness area, classroom, multipurpose rooms, a clinic and office spaces. The new apartments have an average of 1,450 square feet with spacious open-living design floorplans, ten foot ceilings, and finishes commensurate with high-end real estate in The market area. Other features include gourmet kitchens with stainless steel appliances, large covered balconies or ground level patios for outdoor living in each apartment home. Each apartment home is expected to include assigned underground parking.site work began in may 2023 and is anticipated to be completed by early 2025.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

Grants made by The Forest at Duke

GranteeGrant descriptionAmount
Local Start DentalOperating Support$65,000
Truth Education FoundationOperating Support$60,000
Boys and Girls Clubs of Durham and Orange CountiesOperating Support$55,100
...and 30 more grants made totalling $857,450

Who funds The Forest at Duke

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
The Community Foundation for Greater AtlantaHuman Services$13,800
Triangle Community FoundationHuman Services$7,151
National Christian Foundation / Natl Christian Charitable FDN IncGrowth$5,750
...and 1 more grant received

Personnel at The Forest at Duke

NameTitleCompensation
Anita L. HoltPresident and Chief Executive Officer$311,725
Sharon M. PittChief Operating Officer$191,763
Karen E. HenryChief Financial Officer$220,582
April RavelliDirector of Sales and Marketing$130,843
Sarah HaneyDirector of Community Life
...and 14 more key personnel

Financials for The Forest at Duke

RevenuesFYE 09/2023
Total grants, contributions, etc.$333,485
Program services$27,206,249
Investment income and dividends$1,757,527
Tax-exempt bond proceeds$163,431
Royalty revenue$0
Net rental income$5,605
Net gain from sale of non-inventory assets$-5,425,173
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$2,809
Miscellaneous revenues$285,612
Total revenues$24,329,545

Form 990s for The Forest at Duke

Fiscal year endingDate received by IRSFormPDF link
2023-092024-02-06990View PDF
2022-092023-02-01990View PDF
2021-092022-02-02990View PDF
2020-092021-04-12990View PDF
2019-092020-10-02990View PDF
...and 9 more Form 990s
Data update history
September 20, 2024
Updated personnel
Identified 2 new personnel
June 4, 2024
Posted financials
Added Form 990 for fiscal year 2023
May 22, 2024
Updated personnel
Identified 3 new personnel
May 20, 2024
Used new vendors
Identified 3 new vendors, including , , and
May 18, 2024
Received grants
Identified 3 new grant, including a grant for $13,800 from The Community Foundation for Greater Atlanta
Nonprofit Types
Grantmaking organizationsNursing homesHuman service organizationsRetirement homesCharities
Issues
Human services
Characteristics
Tax deductible donationsAccepts online donations
General information
Address
2701 Pickett Rd
Durham, NC 27705
Metro area
Durham-Chapel Hill, NC
County
Durham County, NC
Website URL
forestduke.org/ 
Phone
(919) 490-8000
IRS details
EIN
56-1630158
Fiscal year end
September
Taxreturn type
Form 990
Year formed
1988
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
P75: Senior Continuing Care Communities
NAICS code, primary
62331: Assisted Living and Continuing Care Retirement Communities
Parent/child status
Independent
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