2019-08-14T13:04:04-05:00 2018-09-30 580914992 Draffin & Tucker LLP PO Box 71309 Albany GA 317081309 990 2017-10-01 582345439 CENTRAL GEORGIA SENIOR HEALTH INC CENT 4786336968 691 CHERRY STREET 400 MACON GA 31201 Chris Wilde Executive Vice President/CFO 2019-08-14 true W Edward Phillips P00451499 2298837878 2017-08-14 2017 2019-02-21 02:37:17Z CARLYLE PLACE Elbert McQueen 691 CHERRY STREET 400 MACON GA 31201 87729092 false X WWW.CARLYLEPLACE.ORG X 1997 GA LIFE PLAN COMMUNITY OFFERING A FULFILLING INDEPENDENT LIFESTYLE EXPERIENCE IN A RESIDENTIAL SETTING WHILE PROVIDING COMPREHENSIVE HEALTH CARE SERVICES AND AMMENITIES TO INCLUDE ASSISTED LIVING, MEMORY CARE, AND SKILLED NURSING, ALL HOUSED ON THE SAME CAMPUS AS WELL AS AN AT HOME PROGRAM THAT ALLOWS RESIDENTS TO RECEIVE COMPARABLE CARE AND REMAIN IN THEIR HOMES AS THEY AGE 6 6 281 297 0 0 0 15347319 15505499 4363461 8766502 10924 18535 19721704 24290536 0 0 7754514 8162914 0 0 8904438 9242486 16658952 17405400 3062752 6885136 110499297 118478893 77689228 79509389 32810069 38969504 CENTRAL GEORGIA SENIOR HEALTH, INC., INCORPORATED ON MAY 2, 1997, IS A NONPROFIT CORPORATION WHOSE PRIMARY PURPOSE IS TO CONSTRUCT, OWN AND OPERATE A LIFE PLAN COMMUNITY IN MACON, GEORGIA. IT WAS ORGANIZED FOR THE WELL-BEING OF OUR RESIDENTS, AND SHARING OUR KNOWLEDGE BEYOND OUR COMMUNITY. false false 12354916 15524034 CARLYLE PLACE (CP) IS A LIFE PLAN COMMUNITY (FORMERLY CCRC) OFFERING A FULFILLING LIFESTYLE EXPERIENCE IN BOTH RESIDENTIAL AND "AT HOME" SETTINGS, EMPHASIZING HEALTHY, ACTIVE LIFESTYLES FROM RETIREMENT UNTIL THE END OF LIFE. THERE ARE FOUR LIFESTYLE OPTIONS OFFERED ON CAMPUS BY CP: INDEPENDENT LIVING, ASSISTED LIVING, MEMORY SUPPORT AND SKILLED NURSING. RESIDENTS ARE ASSURED OF HAVING THEIR NEEDS MET - FROM RETIREMENT THROUGH THEIR END-OF-LIFE EXPERIENCE, ALL ON ONE CAMPUS AND WITH NO NEED TO RELOCATE OUTSIDE THE COMMUNITY. COUPLES WHO HAVE VARYING DEGREES OF HEALTH NEEDS MAY RECEIVE AS LITTLE OR AS MUCH ASSISTANCE AS NEEDED AND REMAIN IN CLOSE PROXIMITY TO EACH OTHER. CARLYLE PLACE IS COMMITTED TO PROVIDING A QUALITY LIFE EXPERIENCE IN THE BEST ENVIRONMENT POSSIBLE, DEPENDING UPON NEED. ON SITE SECURITY AND A TWENTY-FOUR HOUR EMERGENCY CALL SYSTEM PROVIDE RESIDENTS PEACE OF MIND AS HELP IS MERELY A PULL-CORD AWAY. WE ALSO OFFER A MEMBERSHIP OPTION WITH CARLYLE PLACE AT HOME DESIGNED FOR SENIORS WHO WANT TO PREPARE FOR THE LONG TERM, YET REMAIN IN THE COMFORT OF THEIR OWN HOMES. 12354916 true false false false false false false false false true true false false true true true true false false true false false false false false false false false true false false false false false false false false false false false false false true false false false true 64 0 true 281 true false false false false false false true false false false X 6 6 false false false false true true true true true false false true true true true true true false false false GA X CONNIE W JONES CPA 4784054500 5300 ZEBULON ROAD MACON GA 31210 Ninfa M Saunders Board Member 1.0 50.0 X X 0 1494051 586692 Marjorie Carter Board Member 1.0 0 X 0 0 0 Vivia Fowler Board Member 1.0 0 X 0 0 0 Myrtle Habersham Board Member 1.0 0 X 0 0 0 Timothy Jackson Board Member 1.0 2.0 X 0 0 0 Jim McLendon Board Member 1.0 1.0 X 0 0 0 Kenneth B Banks Secretary 1.0 50.0 X 0 500610 238760 Elbert T McQueen President/CEO 10.0 35.0 X 0 530506 24961 Rhonda Perry Treasurer 1.0 50.0 X 0 671512 54354 Connie W Jones Director Financial Services 40.0 0 X 119585 0 3071 Thomas F Rockenbach Jr Chief Administrative Officer 40.0 0 X 205828 0 21309 Kimberly W McGinnis Marketing Director 40.0 0 X 100297 0 15787 425710 3196678 944934 3 false true false SODEXO INC AND AFFILIATES PO BOX 536922 ATLANTA GA 30353 FOOD SERVICES 1660707 REHAB CARE GROUP INC PO BOX 503534 ST LOUIS MO 631503534 PHYSICAL THERAPIES 464245 ROGERS CONSTRUCTION & REPAIR 3444 CAUSEY ROAD LIZELLA GA 31052 REPAIRS AND REMODELING 272489 LANDSCAPE SOUTH INC PO BOX 26998 MACON GA 31008 LANDSCAPING 225633 GOOD BRAND COMPANY 8145 AUDREY KELL RD SUITE 201 CHARLOTTE NC 28277 ADVERTISING GOODS AND SERVICES 196161 10 0 RESIDENCY REVENUE 623000 15147226 15147226 MEDICARE/MEDICAID PAYMENT 623000 287504 287504 GUEST MEALS 623000 31309 31309 RESIDENT TRANSPORTATION 480000 23110 23110 GUEST ROOM REVENUE 721000 16350 16350 0 0 0 0 15505499 1523436 1523436 18535 18535 0 18535 18535 70681622 63438556 7243066 0 7243066 7243066 0 0 0 0 0 24290536 15524034 0 8766502 6359220 4969510 1389710 168797 168797 1187493 975310 212183 447404 336879 110525 326439 326439 25900 25900 317646 317646 874173 535994 338179 0 806253 806253 26880 26880 65979 65979 918791 703187 215604 85311 39770 45541 14526 10289 4237 934784 841305 93479 2245193 2020674 224519 210908 7092 203816 Supplies 2033491 1845121 188370 Equipment Rental and Maintenance 179321 21790 157531 Refurbishment Expenses 108394 108394 Activity Expenses 28861 28861 39636 19134 20502 0 17405400 12354916 5050484 0 592079 1732163 133028 1164789 0 0 0 9706 10656 10370 0 71335886 41827519 29808129 29508367 67438869 76435665 12222530 9366313 0 265457 235961 19129 24979 110499297 118478893 1076986 1016421 12112918 14538372 35530000 0 28969324 63954596 77689228 79509389 X 32810069 38969504 32810069 38969504 110499297 118478893 X 6885136 -1159377 433676 X false true X true false X X 1 MEDICAL CENTER OF CENTRAL GEORGIA 582149127 3 true 0 0 1 0 0 true false false false false false false false false false false false false false false false Schedule A, Part I, Line 12f AMOUNT OF OTHER SUPPORT CENTRAL GEORGIA SENIOR HEALTH OPERATES A LIFE PLAN COMMUNITY. THE LIFE PLAN COMMUNITY IS PART OF THE CONTINUUM OF CARE OFFERED TO THE SERVICE COMMUNITY IN SUPPORT OF THE HEALTHCARE MISSION OF THE MEDICAL CENTER OF CENTRAL GEORGIA. TOTAL EXPENSES RELATED TO THE OPERATION OF THE LIFE PLAN COMMUNITY DURING THE FISCAL YEAR WERE $17,405,400. Schedule A, Part IV, Section C, Line 1 Majority director detail The Board of Directors of both the Supported Organization (The Medical Center of Central Georgia, Inc.) and the Supporting Organization are subject to the control of the Board of Directors of Navicent Health, a related Section 501(c)(3) organization that serves as the parent organization of a multi-entity healthcare system. In addition, the same individuals serve as the Treasurer and Secretary of both the Supporting and Supported Organizations. 1732834 1732834 59442403 34206610 25235793 4390459 3206262 1184197 5770190 4414647 1355543 29508367 Bank Loans Distressed Debt Other Investments 9366313 9366313 INTEREST RATE SWAP 459818 DUE TO AFFILIATES 38430824 Entrance Fees Payable 25063954 63954596 X 24711618 433679 433679 24277939 12597 12597 24290536 17392806 0 0 17392806 12594 12594 17405400 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote CARLYLE PLACE IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. CARLYLE PLACE HAS EVALUATED ITS TAX POSITIONS AND DETERMINED THAT THEY DO NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF FISCAL YEAR END SEPTEMBER 30. 2018. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Change in interest rate Swap - 433679 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Income netted against expenses - 12600 Rounding - -3 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Income netted against expenses - 12600 Rounding - -6 Central America and the Caribbean 0 0 Investments 5700437 0 0 0 0 0 0 5700437 0 5700437 true false true false true false false true false false false false false true false Ninfa M Saunders Board Member 0 1044591 0 324171 0 125288 0 569598 0 17094 0 2080743 0 86387 Kenneth B Banks Secretary 0 314438 0 73144 0 113027 0 216081 0 22679 0 739370 0 69580 Elbert T McQueen President/CEO 0 312712 0 68531 0 149263 0 6750 0 18211 0 555467 0 135063 Rhonda Perry Treasurer 0 543028 0 127660 0 824 0 45136 0 9218 0 725866 0 0 Thomas F Rockenbach Jr Chief Administrative Officer 170215 0 34242 0 1370 0 2700 0 18609 0 227136 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF NAVICENT HEALTH, INC. ENGAGES AN EXECUTIVE CONSULTING FIRM PERIODICALLY TO REVIEW AND PROVIDE RECOMMENDATIONS REGARDING TOTAL COMPENSATION AND BENEFITS FOR THE EXECUTIVE LEADERSHIP TEAM. BASE COMPENSATION, INCENTIVE COMPENSATION, AND BENEFITS ARE INCLUDED IN THE REVIEW. THE EXECUTIVE CONSULTANTS REVIEW ORGANIZATION STRUCTURE, INDIVIDUAL JOB DESCRIPTIONS, AND DISCUSS SCOPE OF LEADERSHIP AND SPAN OF CONTROL WITH HR, THE COO, AND THE CEO AS A PART OF THE PROCESS TO DETERMINE PROPER PLACEMENT OF THE PAY GRADE AND LEVEL OF PARTICIPATION IN INCENTIVE AND BENEFITS PROGRAMS. THE COMPENSATION COMMITTEE PERIODICALLY REAFFIRMS THE TOTAL COMPENSATION PHILOSOPHY WHICH TARGETS THE 75TH PERCENTILE OF TOTAL COMPENSATION FOR OUR LEADERSHIP TEAM. THE PEER GROUP USED IS NATIONAL HOSPITALS AND HEALTH SYSTEMS OF SIMILAR SIZE AND SCOPE. OUR HUMAN RESOURCES DEPARTMENT SURVEYS THOSE EMPLOYED OUTSIDE OF THE EXECUTIVE LEADERSHIP TEAM USING TOOLS THAT PROVIDE COMPARABLE DATA IN OUR MARKET AREA TO ENSURE THE COMPENSATION IS IN LINE WITH OTHER HEALTH CARE ORGANIZATIONS. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan MCCG HAD A SUPPLEMENTAL EXECUTIVE BENEFIT PROGRAM ("SEBP") FOR CERTAIN EXECUTIVES THAT WAS DESIGNED AS A LOAN REGIME SPLIT DOLLAR LIFE INSURANCE PROGRAM. THIS PROGRAM WAS EXPECTED TO PROVIDE DEATH AND OTHER BENEFITS TO EXECUTIVES AND TO PROVIDE REPAYMENT OF LIFE INSURANCE PREMIUMS TO THE ORGANIZATION. AS A RESULT OF ECONOMIC CONDITIONS, THE LIFE INSURANCE POLICIES DID NOT PERFORM AS ANTICIPATED. DURING 2009 MCCG SUSPENDED ALL PREMIUM PAYMENTS AND REEVALUATED THE EFFECTIVENESS OF THE PROGRAM FOR ALL CURRENT PARTICIPANTS. DURING CALENDAR YEAR 2009 THE MCCG BOARD OF DIRECTORS, AFTER CONSULTATION WITH COMPENSATION AND LEGAL ADVISERS, ADOPTED A RESOLUTION TO MAKE PAYMENTS TO THE RETIRED PARTICIPANTS IN THE SEBP. IN CONSIDERATION FOR THE RECEIPT OF SUCH PAYMENT, THE RETIRED EXECUTIVES SURRENDERED SUBSTANTIALLY ALL RIGHTS AND BENEFITS (OTHER THAN A SMALL DEATH BENEFIT) UNDER THE SEBP TO THE ORGANIZATION. SUBSEQUENTLY, A SIMILAR DECISION WAS MADE DURING FISCAL YEAR ENDED SEPTEMBER 30, 2011 FOR THE REMAINING (EMPLOYED) PARTICIPANTS WITH ANY PAYMENTS TO BE MADE DEPENDENT ON THE INDIVIDUAL CONTINUING TO PROVIDE SUBSTANTIAL SERVICES TO A SPECIFIED FUTURE DATE. IN ADDITION, MCCG AND ITS AFFILIATED ORGANIZATIONS ADOPTED A SERP PROGRAM FOR CERTAIN EXECUTIVES EFFECTIVE FOR SERVICES RENDERED ON OR AFTER JANUARY 1, 2010. THIS PROGRAM PROVIDES FOR ANNUAL ACCOUNT VESTING IF THE PARTICIPANT IS EMPLOYED ON DECEMBER 31 OF THE THIRD YEAR AFTER THE ACCOUNT IS CREATED. THE BENEFIT EQUALS THE ANNUAL INCREASE IN THE PRESENT VALUE OF A LIFETIME ANNUITY PAYABLE COMMENCING AT A SPECIFIED TARGETED FUTURE DATE. THE ANNUTIY IS EQUAL TO A SPECIFIC PERCENTAGE OF FINAL AVERAGE EARNINGS (GENERALLY 60%) LESS (1) THE EXPECTED ANNUAL SEBP PAYMENT USED IN CALCULATING THE SEBP LUMP SUM PAYMENT, (2) THE ANNUAL BENEFIT PROVIDED UNDER THE DEFINED BENEFIT PLAN, AND (3) 100% OF THE PARTICIPANT'S SOCIAL SECURITY BENEFIT. DURING THE YEAR, THE FOLLOWING BENEFITS WERE ACCRUED: KEN BANKS $211,980 ELBERT MCQUEEN $180,120 IN ADDITION, NAVICENT ADOPTED A RETENTION PAYMENT PLAN EFFECTIVE OCTOBER 1, 2011 DESIGNED TO ENCOURAGE DESIGNATED EMPLOYEES TO CONTINUE THEIR EMPLOYMENT. UNDER THE PLAN, Navicent Health MAY SELECT A RETENTION CREDIT EQUAL TO A PERCENTAGE OF THE EXECUTIVE'S BASE SALARY. THE CREDIT IS REDUCED BY THE VALUE OF LIFE INSURANCE COVERAGE PROVIDED TO THE EXECUTIVE. IN GENERAL, THE PLAN IS SUBJECT TO VESTING AT THE END OF THE THIRD PLAN YEAR AFTER THE ACCOUNT WAS CREATED OR AGE 65 IF EARLIER, AND IS SUBJECT TO FORFEITURE IF THE EXECUTIVE VOLUNTARILY SEPARATES FROM SERVICE. DURING THE YEAR THE FOLLOWING BENEFITS ACCRUED UNDER THIS PLAN: Rhonda Perry $38,386 KEN BANKS $29,211 ELBERT MCQUEEN $23,063 Ninfa Saunders $150,000 In addition, Navicent adopted a nonqualified, unfunded deferred compensation plan designed to attract and retain qualified management personnel. During the year the following benefits accrued under the plan: Ninfa Saunders $412,848 THE FOLLOWING NONQUALIFIED RETIREMENT PLAN BENEFITS WERE REPORTED AS TAXABLE INCOME TO VESTED INDIVIDUALS: KEN BANKS $69,580 Elbert McQueen $135,063 Ninfa Saunders $86,387 Schedule J, Part I, Line 7 Non-fixed payments THIS PROGRAM IS ADMINISTERED BY THE CEO OF NAVICENT HEALTH, INC. THE DISCRETIONARY INCENTIVE PROGRAM WAS ESTABLISHED FOR REWARD AND RECOGNITION OF EXECUTIVES AND ORGANIZATIONAL LEADERS WHO GO ABOVE AND BEYOND THE SCOPE OF THEIR RESPONSIBILITIES. CONTINUED FROM STATEMENT TO PROGRAM SERVICES ACCOMPLISHMENTS INDEPENDENT LIVING - RESIDENTS MUST BE AT LEAST 62 YEARS OF AGE (FOR COUPLES, AT LEAST ONE RESIDENT MUST BE 62 AND THE OTHER MUST BE AT LEAST 55). INDEPENDENT LIVING CHOICES INCLUDE GARDEN HOMES OR VARIOUS SIZED APARTMENTS, WITH ACCESS TO ALL AMENITIES INCLUDING NUTRITIONAL MEAL PLANS, SCHEDULED TRANSPORTATION, FITNESS PROGRAMS AND THE WELLNESS CLINIC, WHERE AN RN SEES RESIDENTS FOR ASSESSMENT AS NEEDED. THE RESIDENT CENTERED APPROACH ENSURES THAT RESIDENTS HAVE A HUGE VARIETY OF ACTIVITY AND ENTERTAINMENT OPTIONS, WITH EMPHASIS ON AN ACTIVE, EDUCATIONAL AND ENJOYABLE LIFESTYLE. NUMBER OF UNITS: 226 ASSISTED LIVING - ASSISTED LIVING IN STAFFORD SUITES IS AVAILABLE WITH A WIDE VARIETY OF OPTIONS FOR SERVICES DEPENDING UPON NEED - CNAS AND LPNS HELP RESIDENTS WITH MAINTAINING A QUALITY OF LIFE AS CLOSE TO INDEPENDENT LIVING AS POSSIBLE, MONITORING MEDICATIONS, ASSISTING WITH PHYSICAL NEEDS TO INCLUDE BATHING AND DRESSING, AND PROVIDING HEALTH MONITORING. REHABILITATION SERVICES TO INCLUDE PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPIES ARE AVAILABLE AS NEEDED. OUR RESIDENT CENTERED APPROACH ENSURES THAT RESIDENTS HAVE A DIVERSITY OF ACTIVITY AND ENTERTAINMENT OPTIONS, ADAPTED AS NEEDED TO RESIDENT'S LIMITATIONS. NUMBER OF UNITS: 29 SKILLED NURSING - HARRINGTON HOUSE IS CP'S SKILLED NURSING FACILITY WHERE RESIDENTS MAY GO TO RECUPERATE FROM SURGERY, A LIFE THREATENING EVENT OR ILLNESS, OR AS THEIR HEALTH DETERIORATES, TO RECEIVE TOP QUALITY CARE AS THEY NEAR THE END OF THEIR LIVES. REHABILITATION SERVICES TO INCLUDE PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPIES ARE AVAILABLE AS NEEDED. OUR RESIDENT CENTERED APPROACH ENSURES THAT RESIDENTS HAVE CHOICES OF ACTIVITY AND ENTERTAINMENT OPTIONS, TAILORED AS NEEDED TO RESIDENT'S LIMITATIONS. NUMBER OF UNITS: 40 MEMORY CARE - CAMBRIDGE COURT, THE MEMORY CARE UNIT OF CARLYLE PLACE, ASSISTS RESIDENTS WHO ARE EXPERIENCING AGE-RELATED DEMENTIA, ALZHEIMER'S, OR OTHER HEALTH ISSUES THAT IMPACT THEIR MEMORIES AND ABILITIES, ENSURING THEIR HEALTH AND SAFETY. REHABILITATION SERVICES TO INCLUDE PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPIES ARE AVAILABLE AS NEEDED. OUR RESIDENT CENTERED APPROACH ENSURES THAT RESIDENTS HAVE CHOICES OF ACTIVITY AND ENTERTAINMENT OPTIONS, MODIFIED AS NEEDED TO RESIDENT'S ABILITIES. NUMBER OF UNITS: 26 CARLYLE PLACE AT HOME - CARLYLE PLACE AT HOME IS A PLAN SPECIFICALLY DESIGNED FOR SENIORS WHO WANT TO PREPARE FOR THE LONG-TERM, YET REMAIN IN THE COMFORT OF THEIR OWN HOMES. The impact of non-quantifiable contributions Carlyle Place has on the greater Middle Georgia Area can be subdivided into the following areas: Advocacy: Carlyle Place offers volunteer hours to the local chapter of the Alzheimer's Association and hosts events to offer educational opportunities for the community such as AARP and various Health-Driven topics. These events focus on and create an atmosphere of learning about other community services to improve mental, physical, and emotional health for the aging population. Community Involvement: Carlyle Place employees are active members of other community boards and committees. Some examples of these civic agencies include: Leading Age, Macon Symphony Orchestra, Meals on Wheels, Rainbow House, and Rotary Club of North Macon. Conduit for Using Donations: Carlyle Place offers opportunities for the residents, staff members and others to participate in quarterly projects. Each of the projects has a list of items for donation to the following agencies: Daybreak, Family Advancement Ministries, Macon Rescue Mission, Loaves & Fishes, and Sonny Carter Elementary. Through numerous recruitment opportunities and social media, the community is invited to participate in our projects. In addition, fundraisers are held through bake sales and special meals to raise money for the American Heart Association and The Alzheimer's Association. Economic Impact: Carlyle Place attracts seniors from all over the country to relocate to the middle Georgia area. The residents purchase locally and utilize the healthcare services available to central Georgia. The community encourages local purchasing and investing in entertainment by offering transportation to community events, retail facilities, and healthcare agencies. Good Neighbors: The facilities at Carlyle Place are used by some community groups to facilitate monthly or quarterly meetings. Carlyle Place management encourages residents to recycle various items by offering pickup services at each resident's home on a weekly basis. The residents have organized a recycling service which picks up recycled items door to door and places them in the single stream recycling container acquired through Advanced Disposal. Residents also participate in an annual call for larger recyclables (electronics, TVs, Cell Phones, etc) which are collected and distributed to businesses and organizations to be disposed of properly. Donations can be made by residents to the local Goodwill Industries through our facility services department; this encourages the recycling of household goods rather than the items ending up in the landfill. During the refurbishment process, items in working condition are salvaged from some of the residences and donated to local housing service providers such as Macon Rescue Mission. Intergenerational engagement opportunities were offered to students of the following local schools and agencies: First Presbyterian Dayschool, North Macon Presbyterian Dayschool, Northway Church Preschool, Sonny Carter, and Stratford Academy. Recognition: Carlyle Place is Macon Telegraph's 2018 Best of the Best - Retirement Facility. Responding to Needs: The Middle Georgia area has a significant number of individuals who are homeless. In response to these needs, the residents gathered supplies to be sent to Daybreak. Social Impact: The residents of Carlyle Place are avid servers within their community. Many residents have spent a lifetime investing time and talents into the communities in which they lived and worked. Now retired, many seek to give to the local community. For some this is no easy task due to physical challenges. As a result, staff members and leadership team have worked together to create opportunities for the residents to give back to the community while never leaving the facility. Some of the opportunities include: Sorting jewelry for Goodwill Industries, serving time with families who are staying at Ronald McDonald House, and making and delivering blankets for older children at The Children's Hospital, Navicent Health. The nurse in the wellness clinic has partnered with local colleges and universities to offer opportunities for practicing interviewing skills for students who will be entering the field of medicine. Mercer University sends medical students to learn how to assess and complete a poly-pharmacy review. The nursing students from Middle Georgia State University come to observe and interview the residents who visit the wellness clinic. The Resident Life and Facility Services departments combine forces to offer the residents an opportunity to make sandwiches 2 - 3 times each month. The sandwiches are delivered to Loaves and Fishes ministry the 2nd, 3rd, and 5th Tuesday of each month. Service Learning opportunities have been created at Carlyle Place for students in high school and college in the surrounding areas. Students volunteer by assisting our activity staff members in providing programming for the residents in our personal care homes and skilled nursing facility. Some of the schools represented through this volunteer program include: ACE academy, Central High School, FPD, Howard High School, Jones County High School, Mercer University, Middle Georgia State University, Georgia College, Stratford Academy, Stratford, Academy, and Tattnall Square Academy. In addition, we offer a University Affiliated Internship for music therapy students of Georgia College (Milledgeville) and Illinois State University (Chicago). Students can complete their required 1200 clinical hours with residents in all levels of care. Volunteer Activities: Carlyle Place staff members have volunteered time, talents, and made donations (both monetary and in-kind) with various agencies in the middle Georgia Community. The following is a list of agencies that have benefitted from those employed by Carlyle Place: Alzheimer's Association, American Heart Association, Daybreak, Family Advancement Ministries, Goodwill Industries, Loaves & Fishes, Macon Little Theatre, Macon Symphony Orchestra, Meals on Wheels, Middle Georgia State University, Mount De Sales, Second Baptist Church, Southside Baptist Church, and World Vision. The combined number of hours by residents and staff members of Carlyle Place totaled over 2400 hours. The monetary and in-kind donations to the agencies totaled over $7400. We had 297 active volunteers during FY 2018. Form 990, Part VI, Line 6 Classes of members or stockholders NAVICENT HEALTH, INC., A RELATED 501(c)(3) ORGANIZATION, IS THE SOLE MEMBER OF THE ORGANIZATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body NAVICENT HEALTH, INC., A RELATED 501(C)(3) ORGANIZATION, HAS CERTAIN RESERVE POWERS AS WELL AS THE POWER TO APPROVE AND REMOVE BOARD MEMBERS OF CENTRAL GEORGIA SENIOR HEALTH, INC. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders NAVICENT HEALTH, INC., A RELATED 501(C)(3) ORGANIZATION, HAS CERTAIN RESERVE POWERS AS WELL AS THE POWER TO APPROVE AND REMOVE BOARD MEMBERS OF CENTRAL GEORGIA SENIOR HEALTH, INC. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 WAS PREPARED BY CENTRAL GEORGIA SENIOR HEALTH PERSONNEL FROM INFORMATION PROVIDED BY MANAGEMENT AND FROM FINANCIAL STATEMENTS (AUDITED BY AN INDEPENDENT CPA FIRM). IT WAS REVIEWED IN DETAIL BY BOTH OUR OUTSIDE TAX ADVISOR (ANOTHER INDEPENDENT CPA) AND BY FINANCIAL MANAGEMENT. A COPY OF THE FORM 990 WAS PROVIDED TO EACH BOARD MEMBER PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE. Form 990, Part VI, Line 12c Conflict of interest policy THE DEPARTMENT OF AUDIT AND COMPLIANCE ISSUES COI DISCLOSURE FORMS ANNUALLY TO OUR BOARD MEMBER, ADMINISTRATION AND DIRECTORS. AUDIT AND COMPLIANCE RECEIVES, REVIEWS AND DOCUMENTS ALL POTENTIAL CONFLICTS (PERCEIVED AND REAL). THE RESULTS ARE TAKEN TO THE COMPLIANCE COMMITTEE WHERE THE REAL CONFLICTS OF INTEREST ARE DISCUSSED AND A PLAN FOR CORRECTIVE ACTION IS DEVELOPED. IF NEEDED, CORRECTIVE ACTION RECOMMENDATIONS ARE TAKEN TO THE APPROPRIATE BOARD AND ADMINISTRATION FOR IMPLEMENTATION. ANY TIME A CHANGE IN A RELATIONSHIP OR NEW POTENTIAL CONFLICT EVOLVES, THE INDIVIDUAL MUST AMEND THEIR COI DISCLOSURE FORM. CONFLICTED INDIVIDUALS ARE PROHIBITED FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS REGARDING SUCH TRANSACTIONS, BUT MAY PROVIDE INFORMATION IF REQUESTED BY THE COMPLIANCE COMMITTEE. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION PROVIDES COPIES OF ITS GOVERNING DOCUMENTS UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Interest Rate Swap Change in FMV - 433679; ROUNDING - -3; NAVICENT HEALTH INC 691 CHERRY STREET SUITE 400 MACON GA 31201 582149127 PARENT/STRATEIC PLANNING AND FINANCIAL MANAGEMENT GA 501(c)(3) Type III-FI NA false HEALTH SERVICES OF CENTRAL GEORGIA INC 691 CHERRY STREET SUITE 400 MACON GA 31201 582307485 HEALTHCARE SERVICES GA 501(c)(3) 3 NAVICENT HEALTH INC false NAVICENT HEALTH FOUNDATION INC 858 HIGH STREET MACON GA 31201 237363555 FUNDRAISING GA 501(c)(3) 7 NAVICENT HEALTH INC false MEDICAL CENTER OF GEORGIA INC 691 CHERRY STREET SUITE 400 MACON GA 31201 582149128 HOSPITAL GA 501(c)(3) 3 NAVICENT HEALTH INC false MEDICAL CENTER OF PEACH COUNTY INC 1960 HWY 247 BYRON GA 31008 453765471 HOSPITAL GA 501(c)(3) 3 NAVICENT HEALTH INC false NAVICENT HEALTH BALDWIN INC 691 Cherry Street Suite 400 Macon GA 31201 823914925 HOSPITAL GA 501(c)(3) 3 NAVICENT HEALTH false SECURE HEALTH PLANS OF GEORGIA LLC 577 MULBERRY STREET SUITE 1000 MACON GA 31201 582306549 MANAGED CARE GA NA N/A 0 CENTRAL GEORGIA PET LLC 1650 HARDEMAN AVENUE MACON GA 31201 371464470 MEDICAL IMAGING CENTER GA NA N/A 0 Cowles Clinic Realty LLC 1000 Cowles Clinic Way C100 Greensboro GA 30642 810636590 Real Estate GA NA N/A 0 CENTRAL GEORGIA HEALTH VENTURES INC 691 CHERRY STREET SUITE 400 MACON GA 31201 582164989 HOME CARE SERVICES GA NA C Corporation false CENTRA PROFESSIONAL INDEMNITY LTD PO BOX 1363 GRAND CAYMAN CJ INSURANCE CJ NA C Corporation false Navicent HealthPlan Inc 691 Cherry Street Suite 400 Macon GA 31201 202467391 Insurance GA Navicent Health Inc C Corporation 0 0 false false false false true true false false false false false false false true false true true true false false