2022-11-11T09:32:39-06:00 2021-12-31 580914992 Draffin & Tucker LLP PO Box 71309 Albany GA 317081309 990 2021-01-01 237363555 NAVICENT HEALTH FOUNDATION INC NAVI 4786337388 PO Box 7718 MACON GA 31209 Shawn Kelly CFO 2022-11-11 true J SHAWN KELLY 999009999 William E Phillips P00451499 2298837878 2022-10-24 2021 2022-09-23 18:48:47Z Ellen Johnson PO Box 7718 MACON GA 31209 78320230 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 21 21 7 55 4961 3961 1673710 1531519 0 5305805 12477918 4222 -15341 6983737 13994096 4521711 3009215 0 712797 663743 0 665746 1494453 1111061 6728961 4784019 254776 9210077 112887002 121557512 8675736 6811601 104211266 114745911 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 3009215 3009215 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. 3009215 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 14 0 true 7 true true true false false false false false false false false false false false X 21 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 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 GREG DE'LAY 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 CAL HAYES TREASURER 1.0 X 0 0 0 ELLEN JOHNSON CHIEF EXECUTIVE OFFICER 40.0 X 207595 0 9956 FRED GATON MD VICE CHAIRMAN 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 111734 0 7841 TOM GIBBONS CHAIRMAN 1.0 X 0 0 0 319329 0 17797 0 false true false 0 74730 1456789 1531519 0 0 0 0 0 2294191 2294191 0 0 74481314 64297587 10183727 0 10183727 10183727 8245 74730 28547 -20302 -20302 UBI from Passthrough Investments 525990 4961 4961 0 0 0 0 4961 13994096 0 4961 12457616 3009215 3009215 319329 152976 166353 266403 57887 208516 21470 7729 13741 17333 6240 11093 39208 14115 25093 20616 20616 689369 689369 0 0 0 0 143229 143229 26738 23798 2940 30308 30308 80756 80756 4585 4585 4274 0 4274 7389 7389 13440 13440 Taxes and Fees 3569 3569 Miscellaneous 866 866 Children's Miracle Network Membership Fee 85922 85922 0 0 0 0 4784019 3009215 1109058 665746 1678697 2058401 3973484 2397394 0 0 0 0 7816 462388 156515 313261 305873 72588302 76422365 34333258 40365663 0 0 0 112887002 121557512 95847 71884 8579889 6739717 0 0 0 0 8675736 6811601 X 6312659 8946859 97898607 105799052 104211266 114745911 112887002 121557512 X 9210077 1329529 -4961 X false true X true false X 5868735 3412048 3009076 1673710 1539764 15503333 0 0 5868735 3412048 3009076 1673710 1539764 15503333 3240158 12263176 1866062 456252 1774090 1366523 2294191 7757118 6232 4222 10454 0 0 0 0 0 0 23270905 0 0.5270 0.6156 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 97898607 1539764 9369896 3009215 105799052 91207258 1468147 9853065 4629863 97898607 87616284 2541763 13899212 12850001 91207258 107002656 2901333 -6951579 15336126 87616284 108433536 6734784 7077710 15243374 107002656 0.0 0.0 1.0 false false 233500 233500 228888 156515 72373 305873 Private Equity and Nonpublicly Traded Investments 40365663 F 40365663 Due to Navicent Health Due to Central Georgia Senior Health Due to Medical Center Central Georgia 0 X 14657842 1329529 0 1329529 13328313 689369 -23586 665783 13994096 4123197 28547 28547 4094650 689369 0 689369 4784019 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 4(b) Other revenues in form 990 not in audited financial statements Partnership Passthrough Income - 4961 Reclassified Event Expenses - -28547 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Reclassified Event Expenses - 28547 Central America and the Caribbean 0 0 Investments 14659763 0 0 0 0 0 0 14659763 0 14659763 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 82975 74730 8245 13803 7720 4175 2849 0 0 82975 74730 8245 13803 7720 4175 2849 28547 -20302 true AMERICAN CANCER SOCIETY 804 CHERRY STREET MACON GA 31201 131788491 501(C)3 25000 COMMUNITY OUTREACH AMERICAN RED CROSS 195 HOLT AVE MACON GA 31201 530196605 501(C)3 10000 HOME FIRE RELIEF ATLANTA HOSPITALITY HOUSE 1815 SOUTH PNCE DE LEON AVE NE ATLANTA GA 30307 581372868 501(C)3 6000 FAMILY ASSISTANCE BIBB COUNTY BOARD OF EDUCATION 484 MULBERRY STREET MACON GA 31201 586000191 501(C)3 30000 CLINICAL HEALTH INTERNSHIP PROGRAM CENTRAL GEORGIA TECHNICAL COLLEGE 3300 MACON TECH DRIVE MACON GA 31206 591923671 501(C)3 300000 NURSING PROGRAM FAT MINISTRIES PO BOX 297 BOLINGBROKE GA 31029 850691420 501(C)3 7500 FEEDING THE HUNGRY FAMILY ADVANCEMENT MINISTRIES PO BOX 204 MACON GA 31202 581941915 501(C)3 10000 MACON KIDS SAFE FORT VALLEY STATE UNIVERSITY 1005 STATE UNIVERSITY DRIVE FORT VALLEY GA 31030 586002062 501(C)3 253200 NURSING PROGRAM MACON VOLUNTEER CLINIC 376 ROGERS AVE MACON GA 31201 743055376 501(C)3 46950 HEALTHCARE/DIAGNOSTIC SERVICES/DENTAL CLINIC MIDDLE GEORGIA STATE UNIVERSITY 100 UNIVERSITY DRIVE MACON GA 31206 581028275 501(C)3 300000 NURSING PROGRAM 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 51(C)3 10000 PRESCRIPTION ASSISTANCE FOR MENTAL HEALTH RONALD MCDONALD HOUSE 1160 FORSYTH STREET MACON GA 312011736 582473799 501(C)3 110000 BUILDING PROGRAM THE ARC MACON 4664 SHERATON DRIVE MACON GA 31210 580836285 501(C)3 30000 COMMUNITY OUTREACH 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 30000 SURVIVORSHIP SUPPORT SERVICES UNITED WAY OF CENTRAL GEORGIA 301 MULBERRY STREET MACON GA 31201 580639811 501(C)3 15000 COMMUNITY OUTREACH WESLEYAN COLLEGE 4760 FORSYTH ROAD MACON GA 312104462 580593438 501(C)3 30000 KEY INTERNSHIP PROGRAM MEDICAL CENTER OF CENTRAL GEORGIA 691 CHERRY STREET SUITE 400 MACON GA 31201 582149128 501(C)3 1674686 SUPPORT MCCG FOREST HILLS UNITED METHODIST CHURCH OUTREACH 1217 FOREST HILLS ROAD MACON GA 312103223 814361660 501(C)3 10000 BACKPACK MINISTRY DEPAUL USA DAYBREAK CENTER 174 WALNUT STREET MACON GA 31201 352338110 501(c)3 10000 HEALTH CLINIC LOAVES AND FISHES MINISTRIES PO BOX 825 MACON GA 31201 581880653 501(C)3 10000 WELCOME HOME PROGRAM REBUILDING MACON INC 3864 LAKE STREET MACON GA 31204 581978433 501(C)3 10000 WHEELCHAIR RAMPS/EMERGENCY REPAIRS MENTORS PROJECT OF BIBB COUNTY PO BOX 13750 MACON GA 31208 581937624 501(C)3 13000 GIRLS REAL RAP WESLEY GLENN MINISTRIES 4580 NORTH MUMFORD ROAD MACON GA 31210 582400262 501(C)3 8300 AUTOMATED EXTERNAL DEFRIBILLATORS BIBB COUNTY BOARD OF EDUCATION 484 MULBERRY STREET MACON GA 31021 586000191 501(C)3 15080 PROTECTIVE MASKS 26 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 ELLEN JOHNSON CHIEF EXECUTIVE OFFICER 207595 0 0 0 0 0 0 0 9956 0 217551 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 - -4961; 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 2021. 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 THIS INVESTMENT. In addition, a FOUNDATION INVESTMENT IN GRAMERCY DISTRESSED OPPORTUNITY FUND III LP REPORTED INDIRECT PFIC INCOME. 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 2021 BY THE FOUNDATION.