2023-11-09T08:23:23+00:00 2022-12-31 580914992 Draffin & Tucker LLP PO Box 71309 Albany GA 317081309 990 2022-01-01 237363555 NAVICENT HEALTH FOUNDATION INC NAVI 4786337388 PO Box 7718 MACON GA 31209 Shawn Kelly CFO 2023-11-09 true SHAWN KELLY 999009999 William E Phillips P00451499 2298837878 2022-10-24 2022 2023-04-26 12:10:37Z Ellen Johnson PO Box 7718 MACON GA 31209 37279366 false X NAVICENTHEALTH.ORG/FOUNDATION X 1973 GA Navicent Health Foundation's mission is to encourage generosity to transform visions into reality. The Foundation was chartered in 1973 to enable members of the community to provide philanthropic support for charitable, medical, educational and research projects for Navicent Health (formerly known as The Medical Center of Central Georgia). In 2019, the Foundation became an independent organization with continued focus to raise philanthropic funds for Navicent Health and the Central Georgia communities 22 21 6 60 -36464 0 1531519 2083368 0 12477918 4707992 -15341 -53670 13994096 6737690 3009215 2770578 0 663743 726547 0 908739 1111061 1237546 4784019 4734671 9210077 2003019 121557512 104117195 6811601 5405722 114745911 98711473 Navicent Health Foundation's mission is to encourage generosity to transform visions into reality. The Foundation was chartered in 1973 to enable members of the community to provide philanthropic support for charitable, medical, educational and research projects for Navicent Health (formerly known as The Medical Center of Central Georgia). With the restructuring of the Hospital. In 2019, the Foundation became an independent organization with continued focus to raise philanthropic funds for Navicent Health and the Central Georgia communities false false 2770578 2770578 PROGRAM GRANTS ARE INTENDED TO SUPPORT NAVICENT HEALTH, INC. FUNDS ARE USED FOR CHARITABLE, MEDICAL, EDUCATIONAL AND SCIENTIFIC PURPOSES. PROGRAM GRANTS ARE ALSO AWARDED TO UNRELATED TAX EXEMPT ORGANIZATIONS THAT SUPPORT THE MISSION OF NAVICENT HEALTH FOUNDATION, INC. 2770578 true true false false false false false false true true true false false false true true false false false true false false false true false false true false true false false false false false false false false false false false false false false false false false true 5 0 true 6 true true true false false false false true true false false false false false false X 22 21 false false false false false false false true true false false true true true true true true false false false GA X Shawn Kelly CFO 4786337388 3330 Northside Drive Suite 100 MACON GA 31210 CAL HAYS TREASURER 1.0 X X 0 0 0 ELLEN JOHNSON CHIEF EXECUTIVE OFFICER 40.0 X X 212775 0 11052 FRED GATON MD VICE CHAIRMAN 1.0 X X 0 0 0 TOM GIBBONS CHAIRMAN 1.0 X X 0 0 0 AMY MALEY BOARD MEMBER 1.0 X 0 0 0 ASHLEY COPELAN BOARD MEMBER 1.0 X 0 0 0 BRIAN CARDIS MD BOARD MEETING 1.0 X 0 0 0 CHRIS BOLLES BOARD MEMBER 1.0 X 0 0 0 CHRIS SHERIDAN BOARD MEMBER 1.0 X 0 0 0 DANNY GIBSON BOARD MEMBER 1.0 X 0 0 0 DELVECCHIO FINLEY BOARD MEMBER 1.0 X 0 0 0 DENNIS ASHLEY MD BOARD MEMBER 1.0 X 0 0 0 GENE BATTLES MD BOARD MEMBER 1.0 X 0 0 0 IVAN ALLEN BOARD MEMBER 1.0 X 0 0 0 JIM DAWS BOARD MEMBER 1.0 X 0 0 0 KAREN SMITH BOARD MEMBER 1.0 X 0 0 0 MITCH RODRIGUEZ MD BOARD MEMBER 1.0 X 0 0 0 OBI OKORO MD BOARD MEMBER 1.0 X 0 0 0 PINK PERSONS BOARD MEMBER 1.0 X 0 0 0 RHONDA PERRY BOARD MEMBER 1.0 X 0 0 0 ROBERT FORD MD BOARD MEMBER 1.0 X 0 0 0 SUE SANDA BOARD MEMBER 1.0 X 0 0 0 KENNETH B BANKS CORPORATE SECRETARY 1.0 X 0 0 0 SHAWN KELLY CHIEF FINANCIAL OFFICER 40.0 X 115222 0 7808 327997 0 18860 2 false true false 0 55820 2027548 2083368 0 0 0 0 0 2253312 2253312 0 0 32972975 30518295 2454680 0 2454680 2454680 6175 55820 23381 -17206 -17206 UBI from Passthrough Investments -36464 -36464 0 0 0 0 -36464 6737690 0 -36464 4690786 2770578 2770578 327997 129620 198377 282142 57480 224662 20705 6419 14286 55296 16752 38544 40407 12526 27881 21128 21128 648246 648246 0 0 0 0 239027 239027 23209 23209 33096 33096 78642 78642 2175 2175 71837 71837 7389 7389 18499 18499 Taxes and Fees 2348 2348 Children's Miracle Network Fee 91950 91950 0 0 0 0 4734671 2770578 1055354 908739 2058401 1527172 2397394 2105830 0 0 0 0 7816 7554 634389 163904 305873 470485 76422365 69395509 40365663 30610645 0 0 0 121557512 104117195 71884 249915 6739717 5155807 0 0 0 0 6811601 5405722 8946859 6949987 105799052 91761486 114745911 98711473 121557512 104117195 X 2003019 -18073921 36464 X false true X true false X 3412048 3009076 1673710 1539764 2089543 11724141 0 0 3412048 3009076 1673710 1539764 2089543 11724141 3404600 8319541 456252 1774090 1366523 2294191 2253312 8144368 6232 4222 10454 0 0 0 0 0 0 19878963 0 0.4185 0.5270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 105799052 2044612 -11677483 2770578 1634117 91761486 97898607 1460948 11475580 3009215 2026868 105799052 91207258 1468147 9853065 4521711 108152 97898607 87616284 2541763 13899212 12850001 91207258 107002656 2901333 -6951579 15336126 87616284 0.0 1.0 0.0 false false 233500 233500 228888 163904 64984 172001 172001 470485 Private Equity and Nonpublicly Traded Investments 30610645 30610645 Due to Navicent Health Due to Central Georgia Senior Health Due to Medical Center Central Georgia 0 X -11924632 -18073921 36464 -18037457 6112825 648245 -23380 624865 6737690 4109806 23380 23380 4086426 648245 0 648245 4734671 Schedule D, Part V, Line 4 Intended uses of endowment funds The organization's temporarily restricted net assets are held for the benefit and support of Navicent Health, Inc. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Foundation is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code and, therefore, has made no provisions for federal income taxes in the accompanying financial statements. In addition, the Foundation has been determined by the Internal Revenue Service not to be a "private foundation" within the meaning of Section 509(a) of the Internal Revenue Code. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 UBI Loss from Partnership Investment - 36464 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Reclassified Event Expenses - -23380 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 RECLASSIFIED EVENT EXPENSES - 23380 Central America and the Caribbean 0 0 Investments 13852672 0 0 0 0 0 0 13852672 0 13852672 true false true true true false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual GOLF TOURNAMENT 61995 55820 6175 10260 5335 5086 2700 0 0 61995 55820 6175 10260 5335 5086 2700 23381 -17206 true GEORGIA HEALTHY FAMILY ALLIANCE 3760 LAVISTA ROAD SUITE 100 TUCKER GA 30084 586212478 501(C)3 110000 TAR WARS PROJECT FAMILY COUNSELING CENTER OF CENTRAL GEORGIA 277 MLK JR BLVD SUITE 203 MACON GA 31201 580684376 501(C)3 60000 MENTAL HEALTH COUNSELING MACON VOLUNTEER CLINIC 376 ROGERS AVENUE MACON GA 31201 743055376 501(C)3 20000 HEALTHCARE, DIAGNOSTIC SERVICES, DENTAL CLINIC PEACH COUNTY STUDENT SERVICES 900 CAMPUS DRIVE FORT VALLEY GA 31030 586000300 501(C)3 16000 VISION SCREENINGS AMERICAN RED CROSS 195 HOLT AVE MACON GA 31201 530196605 501(C)3 10000 HOME FIRE RELIEF FOREST HILLS UNITED METHODIST CHURCH 1217 FOREST HILL ROAD MACON GA 31210 814361660 501(C)3 10000 BACKPACK MINISTRY DEPAUL USA DAYBREAK CENTER 174 WALNUT STREET MACON GA 31201 352338110 501(C)3 10000 HEALTH CLINIC F A T MINISTRIES PO BOX 297 BOLINGBROKE GA 31029 850691420 501(C)3 10000 FEEDING THE HUNGRY FAMILY ADVANCEMENT MINISTRIES PO BOX 204 MACON GA 31202 581941915 501(C)3 10000 MACON KIDS SAFE JAYS HOPE FOUNDATOIN 1157B FORSYTH STREET MACON GA 31201 205117271 501(C)3 6000 HOPE ON WHEELS PROGRAM LOAVES AND FISHES MINISTRIES PO BOX 825 MACON GA 31201 581880653 501(C)3 10000 PROJECT SELF RELIANCE REBUILDING MACON INC 3864 LAKE STREET MACON GA 31204 581978433 501(C)3 10000 WHEELCHAIR RAMPS/EMERGENCY REPAIRS RESCUE MISSION OF MIDDLE GEORGIA 774 HAZEL STREET MACON GA 31201 586011446 501(C)3 10000 HEALTHCARE SUPPORT RIVER EDGE FOUNDATION 175 EMORY HIGHWAY MACON GA 31217 205794390 501(C)3 10000 MENTAL HEALTH/PRESCRIPTION ASSISTANCE RONALD MCDONALD HOUSE 1160 FORSYTH STREET MACON GA 312011736 582473799 501(C)3 10000 CAPACITY BUILDING MENTORS PROJECT OF BIBB COUNTY PO BOX 13750 MACON GA 31208 581937624 501(C)3 10000 GIRLS REAL WRAP THE SOCIETY OF ST ANDREW 432 FOREST HILL ROAD MACON GA 31210 541285793 501(C)3 10000 MIDDLE GEORGIA ATRIUM PROJECT UNITED IN PINK 102A PRESTON COURT MACON GA 31210 205848087 501(C)3 10000 SURVIVORSHIP SUPPORT WESLEY GLEN MINISTRIES 4580 NORTH MUMFORD ROAD MACON GA 31210 582400262 501(C)3 9089 DEFIBRILLATOR PROJECT MEDICAL CENTER OF CENTRAL GEORGIA 691 CHERRY STREET SUITE 400 MACON GA 31201 542149128 501(C)3 2608784 SUPPORT MCCG 20 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. PROGRAM GRANTS WERE TO SUPPORT THE MEDICAL CENTER OF CENTRAL GEORGIA, INC. (MCCG) and other tax-exempt organizations. FUNDS ARE USED FOR CHARITABLE, MEDICAL, EDUCATIONAL AND SCIENTIFIC PURPOSES. OTHER PROGRAM GRANTS MAY BE GIVEN TO any TAX EXEMPT ORGANIZATIONS THAT directly or indirectly SUPPORT THE charitable MISSION OF THE MEDICAL CENTER OF CENTRAL GEORGIA. ONLY 501(C) ORGANIZATIONS ARE ELIGIBLE FOR SUCH GRANTS. THE USE OF GRANT FUNDS IS APPROVED AND MONITORED BY THE BOARD OF TRUSTEES. X X X false false false false false false false false false ELLEN JOHNSON CHIEF EXECUTIVE OFFICER 212775 0 0 0 0 0 0 0 11052 0 223827 0 0 0 Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 WAS PREPARED BY THE CFO OF NAVICENT HEALTH FOUNDATION and REVIEWED IN DETAIL BY OUR OUTSIDE TAX ADVISOR (An INDEPENDENT CPA). THE FORM 990 WAS PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE. Form 990, Part VI, Line 12c Conflict of interest policy Officers and Board Members are required to notify the Executive Committee of the organization of any potential business transactions (both direct transaction and indirect transactions through an entity owned in whole or in part) resulting in a potential conflict of interest. If a transaction involves an amount in excess of $5,000, at least two competitive bids are required to be obtained by the Executive Committee. The conflicted member is recused from all discussions or votes in which a conflict exists. The remaining Board Members decide the course of action that is in the best interest of the organization. Form 990, Part VI, Line 19 Required documents available to the public INFORMATION WILL BE MADE AVAILABLE UPON REQUEST SUBMITTED TO THE BOARD OF TRUSTEES, if available. Form 990, Part XI, Line 9 Other changes in net assets or fund balances UBI from Partnership Investments Not on Books - 36464; Schedule F, Part IV, Line 1 Transfers to Foreign Corporations See Forms 926 attached. Schedule F, Part IV, Line 3 Interest in Foreign Corporations THE FOUNDATION HAS INVESTMENTS IN CERTAIN FOREIGN CORPORATIONS, some of which are A RESULT OF INVESTMENTS IN FOREIGN PARTNERSHIPS. NO FORM 5471 DISCLOSURES ARE REQUIRED FOR THESE INVESTMENTS for 2022. Schedule F, Part IV, Line 4 PFIC Income NAVICENT HEALTH FOUNDATION HAS AN INVESTMENT IN A PARTNERSHIP, BLACKSTONE PARK AVENUE NON-TAXABLE FUND, L.P. THE PARTNERSHIP HAS MADE A TIMELY IRC SECTION 1295 QEF ELECTION WITH RESPECT TO VARIOUS INVESTMENTS IN PASSIVE FOREIGN INVESTMENT COMPANIES AND HAS FILED FORM 8621 ON BEHALF OF THE PARTNERS. NO UNRELATED BUSINESS TAXABLE INCOME IS EARNED OR REPORTED AS A RESULT OF THESE INVESTMENTS. NAVICENT HEALTH FOUNDATION IS A TAX-EXEMPT ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3). PURSUANT TO TREASURY REGULATION SECTION 1.298-1(C) FORM 8621 IS NOT REQUIRED TO BE FILED WITH RESPECT TO A PFIC UNLESS THE INCOME DERIVED WITH RESPECT TO THE PFIC STOCK IS TAXABLE AS UNRELATED BUSINESS INCOME. ACCORDING TO THE INFORMATION PROVIDED BY THESE PARTNERSHIPS, THE PFIC INVESTMENTS GENERATED NO UBI. THEREFORE, FORM 8621 IS NOT REQUIRED TO BE FILED. Schedule F, Part IV, Line 5 Interest in Foreign Partnerships NAVICENT HEALTH FOUNDATION OWNS INTERESTS IN FOREIGN PARTNERSHIPS. ACCORDING TO INFORMATION PROVIDED BY THESE INVESTMENTS, FORM 8865 IS NOT REQUIRED TO BE FILED FOR 2022 BY THE FOUNDATION.