2020-11-10T15:30:45-06:00 2019-12-31 580914992 Draffin & Tucker LLP PO Box 71309 Albany GA 317081309 990 2019-01-01 237363555 NAVICENT HEALTH FOUNDATION INC NAVI 4786337388 PO Box 7718 MACON GA 31209 J SHAWN KELLY CHIEF FINANCIAL OFFICER 2020-11-10 true William E Phillips P00451499 2298837878 1917-08-14 2019 2021-01-29 14:40:06Z X Ellen J Terrell PO Box 7718 MACON GA 31209 83658686 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). With the restructuring of the Hospital in 1995, the Foundation broadened its mission to include all communities served by our healthcare system. 23 23 7 125 6232 6232 3412048 3009076 0 657825 7696536 -30006 4069873 10675606 15343482 19860211 0 166517 789383 0 0 224717 989199 15734716 21638793 -11664843 -10963187 100929121 106310271 424724 9077523 100504397 97232748 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 1995, the Foundation broadened its mission to include all communities served by our healthcare system. false false 19860211 19860211 PROGRAM GRANTS ARE INTENDED TO SUPPORT NAVICENT HEALTH, INC. FUNDS ARE USED FOR CHARITABLE, MEDICAL, EDUCATIONAL AND SCIENTIFIC PURPOSES. SOME PROGRAM GRANTS MAY BE GIVEN TO UNRELATED TAX EXEMPT ORGANIZATIONS THAT SUPPORT THE healthcare delivery MISSION OF NAVICENT HEATLH, INC. 19860211 true true false false false false false false true true true false false true true true false false false true false false false true false false true false true false false false false false false false false true false false false false false false false false true X 2 0 true 7 true true true false false false false true true false false false false false false X 23 23 false false true false false false false true true false false true true true true true true false false false X Shawn Kelly CFO 4786337388 3330 Northside Drive Suite 100 MACON GA 31210 AMY MALEY VICE CHAIR 1.0 0.0 X 0 0 0 ASHLEY COPELAN BOARD MEMBER 1.0 0.0 X 0 0 0 BILLY WELLS BOARD MEMBER 1.0 0.0 X 0 0 0 BRIAN CARDIS MD BOARD MEMBER 1.0 0.0 X 0 0 0 CAL HAYS BOARD MEMBER 1.0 0.0 X 0 0 0 CHRIS SHERIDAN BOARD MEMBER 1.0 0.0 X 0 0 0 DENNIS W ASHLEY MD BOARD MEMBER 1.0 0.0 X 0 0 0 DUKE GROOVER BOARD MEMBER 1.0 0.0 X 0 0 0 FRED GATON MD BOARD MEMBER 1.0 0.0 X 0 0 0 GENE BATTLES MD BOARD MEMBER 1.0 0.0 X 0 0 0 GREG DE'LAY BOARD MEMBER 1.0 0.0 X 0 0 0 IVAN ALLEN BOARD MEMBER 1.0 0.0 X 0 0 0 JIM DAWS BOARD MEMBER 1.0 0.0 X 0 0 0 KAREN SMITH BOARD MEMBER 1.0 0.0 X 0 0 0 MITCH RODRIQUEZ MD BOARD MEMBER 1.0 0.0 X 0 0 0 NINFA M SAUNDERS BOARD MEMBER 1.0 0.0 X 0 0 0 OBI OKORO MD BOARD MEMBER 1.0 0.0 X 0 0 0 PINK PERSONS BOARD MEMBER 1.0 0.0 X 0 0 0 RHONDA PERRY BOARD MEMBER 1.0 0.0 X 0 0 0 ROBERT FORD MD BOARD MEMBER 1.0 0.0 X 0 0 0 SUE SANDA BOARD MEMBER 1.0 0.0 X 0 0 0 TOM GIBBONS CHAIR 1.0 0.0 X 0 0 0 WADE KOVACS BOARD MEMBER 1.0 0.0 X 0 0 0 CHRIS WILDE TREASURER 1.0 0.0 X 0 0 0 ELLEN TERRELL CHIEF EXECUTIVE OFFICER 40.0 0.0 X 251486 0 13185 KENNETH B BANKS CORPORATE SECRETARY 1.0 0.0 X 0 0 0 SHAWN KELLY CHIEF FINANCIAL OFFICER 40.0 0.0 X 86270 0 19130 337756 0 32315 1 false true false 0 156445 2852631 1118241 3009076 0 0 0 0 0 1774090 1774090 0 0 78858563 72936117 5922446 0 5922446 5922446 10725 156445 46963 -36238 -36238 UBI from Passthrough Invest. 525990 6232 6232 0 0 0 0 6232 10675606 0 6232 7660298 19860211 19860211 337756 337756 273509 273509 16788 16788 118890 118890 42440 42440 363506 363506 0 0 0 0 367670 367670 83342 83342 34570 34570 51854 51854 23944 23944 39676 39676 12538 12538 Taxes and Fees 11000 11000 Miscellaneous 1099 1099 0 0 0 0 21638793 19860211 1778582 0 440147 1227898 10120137 7184171 0 0 0 0 233500 0 233500 233500 60515013 69329997 29563596 28334705 0 56728 0 100929121 106310271 134469 125294 7611790 0 0 290255 1340439 424724 9077523 X 12888113 6025490 87616284 91207258 100504397 97232748 100929121 106310271 X -10963187 7697770 -6232 X X false true X true false X 6718556 9175664 5868735 3412048 3009076 28184079 0 0 6718556 9175664 5868735 3412048 3009076 28184079 6624500 21559579 1320538 1416829 1866062 456252 1774090 6833771 6232 6232 0 0 0 0 0 0 35024082 0 0.6156 0.6363 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 87616284 2541763 13899212 12850001 91207258 107002656 2901333 -6951579 15336126 87616284 108433536 6734784 7077710 15243374 107002656 92460239 9257442 7553301 837446 108433536 82902036 6718556 4417374 1577727 0 0 92460239 0.0 0.0 1.0 false false 233500 233500 233500 Private Equity and Nonpublicly Traded Investments 28334705 28334705 Due to Navicent Health 169699 Due to Central Georgia Senior Health 4884 Due to Medical Center Central Georgia 1165856 1340439 X 13514435 2838829 2838829 10675606 0 0 10675606 36921375 15282582 15282582 21638793 0 0 21638793 Schedule D, Part XI Audited Financial Statements The Foundation changed its accounting period from September 30, 2018 to December 31, 2018. As a result, the audit for the period ended December 31, 2019 was for a 15 month period of time. The Foundation applied for permission to file a short period tax return for the period ended December 31, 2018 which was granted by the IRS. Thus, the tax return for 2019 is for a 12 month period as required by the Internal Revenue Code. 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 Income not in 12 month tax period - 2845061 Flow through income not on books - -6232 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Expenses not in 12 month tax period - 15282582 Central America and the Caribbean 0 0 Investments 11948345 0 0 0 0 0 0 11948345 0 11948345 true false true true true false Schedule F, Part IV, Line 1 Transfers to Foreign Corporations The organization has made indirect transfers to foreign corporations as a result of investments in foreign partnerships that have invested in foreign corporations. According to information provided by the foreign partnerships, Form 926 is not required to be filed by the Foundation in 2019. Schedule F, Part IV, Line 3 Interest in Foreign Corporations The organization has indirect interests in foreign corporations as a result of investments in foreign partnerships that have invested in foreign corporations. According to information provided by the foreign partnerships, Form 5471 is not required to be filed by the Foundation in 2019. 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, Barings Global Investment Funds (U.S.) LP and Gramercy Distressed Opportunity Fund III LP reported indirect PFIC income. The Foundation has invested in these partnerships. 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 direct and indirect interests in foreign partnerships. According to information provided by these investments, Form 8865 is not required to be filed for 2019 by the Foundation. Golf Tournament 167170 156445 10725 18385 17781 7084 3713 0 0 167170 156445 10725 18385 17781 7084 3713 46963 -36238 true RONALD MCDONALD HOUSE 1160 FORSYTH ST MACON GA 312011736 582473799 501(C)3 10000 SHARE A NIGHT FIRST CHOICE PRIMARY CARE PO BOX 4363 MACON GA 31208 204391090 501(C)3 150000 OFFICE SPACE MENTORS PROJECT OF BIBB COUNTY PO BOX 13750 MACON GA 31208 581937624 501(C)3 10000 GIRLS REAL RAP RIVER EDGE BEHAVIORAL HEALTH 175 EMERY HIGHWAY MACON GA 31217 582109562 501(C)3 30037 IEP Support For Parents of Children with Autism AMERICAN RED CROSS 195 HOLT AVE MACON GA 312011205 530196605 501(C)3 10000 HOME FIRE RELIEF MEALS ON WHEELS 1212 GRAY HIGHWAY MACON GA 31211 237412434 501(C)3 10000 MEALS FOREST HILLS UNITED METHODIST CHURCH 1217 FOREST HILL ROAD MACON GA 312103223 580665900 501(C)3 10000 PROVIDING FOOD FOR CHILDREN COMMUNITY FOUNDATION OF CENTRAL GEORGIA 577 MULBERRY STREET MACON GA 31201 582053465 501(C)3 10000 BIBB COUNTY CURTIS JONES SCHOLARSHIPS UNITED IN PINK 102A PRESTON COURT MACON GA 31210 205848087 501(C)3 20000 PROGRAM ASSISTANCE LOAVES AND FISHES MINISTRIES PO BOX 825 MACON GA 31201 581880653 501(C)3 10000 PRESCRIPTION ASSISTANCE TO HOMELESS AND LOW INCOME MACON VOLUNTEER CLINIC 376 ROGERS AVE MACON GA 31204 743055376 501(C)3 10000 DENTAL CARE MACON VOLUNTEER CLINIC 376 ROGERS AVE MACON GA 31204 743055376 501(C)3 10000 DIAGNOSTIC SERVICES DEPAUL USA DAYBREAK CENTER 174 WALNUT STREET MACON GA 31201 352338110 501(C)3 10000 DAYBREAK CENTER CENTRAL GEORGIA CASA 3888 NORTHSIDE DR Macon GA 31210 582553014 501(C)3 9010 CASA CUDDLE BAGS FOR CHILDREN IN FOSTER CARE ROCK SPRINGS CLINIC 211 ROCK SPRINGS ROAD MILNER GA 30233 264485460 501(C)3 10000 HYPERTENSION MANAGEMENT PROGRAM MACON TENNIS ASSOCIATION PO BOX 7607 MACON GA 31209 581928690 501(C)3 8120 THERAPY PROGRAM MERCER UNIVERSITY 3001 MERCER UNIVERSITY DR MACON GA 31207 580566167 501(C)3 22540 PROGRAM ASSISTANCE MEDICAL CENTER OF CENTRAL GEORGIA 691 CHERRY STREET SUITE 400 MACON GA 31201 582149128 501(C)3 18616038 SUPPORT MCCG RONALD MCDONALD HOUSE 1160 FORSYTH STREET MACON GA 312011736 582473799 501(C)3 400000 BUILDING CAMPAIGN WESLEYAN COLLEGE 4760 FORSYTH ROAD MACON GA 312104462 580593438 501(C)3 300000 NURSING PROGRAM CENTRAL GEORGIA TECHNICAL COLLEGE 3300 MACON TECH DRIVE MACON GA 312063628 591923671 501(C)3 178500 NURSING PROGRAM 21 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). FUNDS ARE USED FOR CHARITABLE, MEDICAL, EDUCATIONAL AND SCIENTIFIC PURPOSES. OTHER PROGRAM GRANTS MAY BE GIVEN TO UNRELATED TAX EXEMPT ORGANIZATIONS THAT SUPPORT THE 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 TERRELL CHIEF EXECUTIVE OFFICER 251004 0 0 0 482 0 0 0 13185 0 264671 0 0 0 X 6 1118241 Market value 0 false true false Form 990, Part V, Line 1a ORGANIZATION EMPLOYEES COMPENSATION FOR FOUNDATION EMPLOYEES WAS PAID BY THE MEDICAL CENTER OF CENTRAL GEORGIA, INC. (MCCG; EIN: 58-2149128), AND W-2S WERE ISSUED BY MCCG AS AGENT FOR THE FOUNDATION. EFFECTIVE THIRD QUARTER 2019 COMPENSATION BEGAN TO BE PAID DIRECTLY BY THE FOUNDATION AS APPROVED BY THE BOARD OF DIRECTORS Form 990, Part VI, Line 4 Significant changes to organizational documents Navicent Health, Inc. is no longer the sole corporate member of the Foundation, nor does it appoint the members of the Board of Directors. The Foundation's Board of Directors are now filled by a majority vote of the remaining Directors. 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 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 - -6232; Form 990, Part XII, Line 2c Change of oversight process or selection process As of January 1, 2019, the Foundation is no longer a related party to Navicent Health, Inc. As a result, the selection of the audit firm and the oversight of the audit is entirely the responsibility of the Foundation and its Board of Directors.