NAVICENT HEALTH FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NAVICENT HEALTH FOUNDATION INC (EIN 23-7363555)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-21
- IRS object ID
- 202532949349300048
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-21T14:18:49-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581094351 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCNAIR MCLEMORE MIDDLEBROOKS & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX ONE | AddressLine1Txt |
| City | MACON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 312020001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237363555 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAVICENT HEALTH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NAVI | BusinessNameControlTxt |
| Phone | 4786337388 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3330 NORTHSIDE DRIVE SUITE 100 | AddressLine1Txt |
| City | MACON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHAWN KELLY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4786337388 | PhoneNum |
| Signature | 2025-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERESA F BEHRMAN | PreparerPersonNm |
| PTIN | P01055799 | PTIN |
| Phone | 4787466277 | PhoneNum |
| Preparation | 2025-10-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHAWN KELLY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3330 NORTHSIDE DRIVE SUITE 100 | AddressLine1Txt |
| City | MACON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $49,495,681 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NAVICENTHEALTHFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | NAVICENT HEALTH FOUNDATION'S MISSION IS TO ENCOURAGE GENEROSITY TO TRANSFORM VISIONS INTO REALITY. THE FOUNDATION WAS CHARTERED IN 1973 FOR SOLICITATION, RECEIPT, INVESTMENT, AND EXPENDITURE OF BEQUESTS, DONATIONS, CONTRIBUTIONS AND GIFTS OF EVERY KIND AND CHARACTER, INCLUDING CASH AND PROPERTY, BOTH REAL AND PERSONAL, ALL OF WHICH SHALL BE USED EXCLUSIVELY FOR CHARTIABLE, HEALTH, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING, WITHOUT LIMITATION, IN CONEECTION WITH THE HOSPITALS, PTHER CHARITABLE ACTIVITIES, OR ANY COMMUNITY HEALTH INITIATIVE WITHIN THE SERVICE REGION OF NAVICENT HEALTH, INC. AND ITS AFFILIATES AND SUBSIDIARIES. WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, THE ORGANIZATION MAY DEVELOP AND OPERATE SCHOLARSHIP AND ENDOWMENT PROGRAMS. WHEN THE HOSPITAL WAS ACQUIRED BY ATRIUM HEALTH IN 2019, NAVICENT HEALTH FOUNDATION WAS EXCLUDED FROM THE MERGER AND BECAME A LEGALLY INDEPENDENT FOUNDATION. THE MISSION AND CHARITABLE PURPOSE OF THE FOUNDATION REMAIN THE SAME. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 74 | TotalVolunteersCnt |
| Total Gross UBI | -$108,862 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,328,967 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,330,523 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,709,896 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,032,319 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$77,777 | PYOtherRevenueAmt |
| CY Other Revenue | -$47,409 | CYOtherRevenueAmt |
| PY Total Revenue | $5,961,086 | PYTotalRevenueAmt |
| CY Total Revenue | $11,315,433 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,007,870 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,134,269 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,100,509 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $833,434 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $967,612 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,204,103 | PYOtherExpensesAmt |
| CY Other Expenses | $1,210,737 | CYOtherExpensesAmt |
| PY Total Expenses | $5,312,482 | PYTotalExpensesAmt |
| CY Total Expenses | $5,178,440 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $648,604 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,136,993 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $109,386,939 | TotalAssetsBOYAmt |
| Total Assets EOY | $114,656,878 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,702,927 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,274,274 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $105,684,012 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $112,382,604 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | NAVICENT HEALTH FOUNDATION'S MISSION IS TO ENCOURAGE GENEROSITY TO TRANSFORM VISIONS INTO REALITY. THE FOUNDATION WAS CHARTERED IN 1973 FOR SOLICITATION, RECEIPT, INVESTMENT, AND EXPENDITURE OF BEQUESTS, DONATIONS, CONTRIBUTIONS AND GIFTS OF EVERY KIND AND CHARACTER, INCLUDING CASH AND PROPERTY, BOTH REAL AND PERSONAL, ALL OF WHICH SHALL BE USED EXCLUSIVELY FOR CHARTIABLE, HEALTH, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING, WITHOUT LIMITATION, IN CONEECTION WITH THE HOSPITALS, PTHER CHARITABLE ACTIVITIES, OR ANY COMMUNITY HEALTH INITIATIVE WITHIN THE SERVICE REGION OF NAVICENT HEALTH, INC. AND ITS AFFILIATES AND SUBSIDIARIES. WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, THE ORGANIZATION MAY DEVELOP AND OPERATE SCHOLARSHIP AND ENDOWMENT PROGRAMS. WHEN THE HOSPITAL WAS ACQUIRED BY ATRIUM HEALTH IN 2019, NAVICENT HEALTH FOUNDATION WAS EXCLUDED FROM THE MERGER AND BECAME A LEGALLY INDEPENDENT FOUNDATION. THE MISSION AND CHARITABLE PURPOSE OF THE FOUNDATION REMAIN THE SAME. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,134,269 | ExpenseAmt |
| Grant | $3,134,269 | GrantAmt |
| Desc | GRANTS ARE MADE TO SUPPORT NAVICENT HEALTH, INC. FOR PROGRAMMATIC SERVICE LINE NEEDS, CHARITABLE, MEDICAL, EDUCATIONAL(HEALTH, AND SCIENTIFIC PURPOSES. GRANTS ARE ALSO AWARDED TO NONPROFITS IN CENTRAL GEORGIA WITH A HEALTH CARE FOCUS AND SUPPORT THE MISSION OF NAVICENT HEALTH FOUNDATION. | Desc |
| Total Program Service Expenses | $3,134,269 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHAWN KELLY | PersonNm |
| Phone | 4786337388 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3330 NORTHSIDE DR SUITE 100 | AddressLine1Txt |
| City | MACON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31210 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MACEY TERRELL | ||||||
| PRESIDENT & | 40.00 | Yes (X) | Yes (X) | $166,316 | $0 | $0 |
| SHAWN KELLY | ||||||
| CFO | 40.00 | Yes (X) | $129,930 | $0 | $0 | |
| IVAN ALLEN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS BOLLES | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DELVECCHIO FINLEY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM GIBBONS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANNY GIBSON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CLINT HARPER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAL HAYS | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANDY JONES | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EDDIE BETCHER MD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMY MALEY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIS ASHLEY MD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRED GATON MD | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GENE BATTLES MD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MITCH RODRIGUEZ MD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| OBI OKORO MD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT FORD MD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINA O'BRIEN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES OLSEN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RHONDA PERRY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS SHERIDAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TORI STEWART | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK S WATSON | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $296,246 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $331,364 | FundraisingAmt |
| All Other Contributions | $1,999,159 | AllOtherContributionsAmt |
| Total Contributions | $2,330,523 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,145,396 | TotalRevenueColumnAmt |
| Exclusion | $2,145,396 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $45,003,648 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $38,116,725 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,886,923 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,886,923 | TotalRevenueColumnAmt |
| Exclusion | $6,886,923 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $124,976 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $331,364 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $63,523 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,453 | TotalRevenueColumnAmt |
| Exclusion | $61,453 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Total Revenue Column | -$108,862 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$108,862 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$108,862 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,315,433 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$108,862 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,093,772 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,106,692 | TotalAmt |
| Program Services | $3,106,692 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,577 | TotalAmt |
| Program Services | $27,577 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $677,851 | TotalAmt |
| Management And General | $189,798 | ManagementAndGeneralAmt |
| Fundraising | $488,053 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,293 | TotalAmt |
| Management And General | $29,482 | ManagementAndGeneralAmt |
| Fundraising | $75,811 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,290 | TotalAmt |
| Management And General | $14,081 | ManagementAndGeneralAmt |
| Fundraising | $36,209 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $571,729 | TotalAmt |
| Management And General | $571,729 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,706 | TotalAmt |
| Fundraising | $125,706 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,911 | TotalAmt |
| Fundraising | $17,911 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,562 | TotalAmt |
| Management And General | $44,562 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,502 | TotalAmt |
| Management And General | $80,215 | ManagementAndGeneralAmt |
| Fundraising | $1,287 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,913 | TotalAmt |
| Fundraising | $37,913 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,743 | TotalAmt |
| Management And General | $9,743 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,452 | TotalAmt |
| Management And General | $18,452 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| DUES & SERVICE CHARGES | $122,078 | $5,318 | $116,760 |
| MISCELLANEOUS | $68,793 | $62,781 | $6,012 |
| CONTRACT & CONSULTING FEE | $66,493 | $37,138 | $29,355 |
| SEMINARS & TRAINING | $32,595 | $32,595 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,260 | TotalAmt |
| Management And General | $13,260 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,178,440 | TotalAmt |
| Program Services | $3,134,269 | ProgramServicesAmt |
| Management And General | $1,076,559 | ManagementAndGeneralAmt |
| Fundraising | $967,612 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $700,751 | BOYAmt |
| EOY | $818,263 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,768,208 | BOYAmt |
| EOY | $1,944,082 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,685 | BOYAmt |
| EOY | $7,061 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $335,218 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $181,533 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,409 | BOYAmt |
| EOY | $153,685 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,534,936 | BOYAmt |
| EOY | $74,472,719 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,067,950 | BOYAmt |
| EOY | $37,261,068 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,386,939 | BOYAmt |
| EOY | $114,656,878 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,247 | BOYAmt |
| EOY | $128,085 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,499,680 | BOYAmt |
| EOY | $2,146,189 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,702,927 | BOYAmt |
| EOY | $2,274,274 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,466,065 | BOYAmt |
| EOY | $9,173,096 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,217,947 | BOYAmt |
| EOY | $103,209,508 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,684,012 | BOYAmt |
| EOY | $112,382,604 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,386,939 | BOYAmt |
| EOY | $114,656,878 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,136,993 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $452,737 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $108,862 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,673,710 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,539,764 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,089,543 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,328,967 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,330,523 | CurrentTaxYearAmt |
| Total | $8,962,507 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,673,710 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,539,764 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,089,543 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,328,967 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,330,523 | CurrentTaxYearAmt |
| Total | $8,962,507 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $8,962,507 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,366,523 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,294,191 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,253,312 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,884,827 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,145,396 | CurrentTaxYearAmt |
| Total | $9,944,249 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $4,725 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $124,976 | CurrentTaxYearAmt |
| Total | $129,701 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $19,036,457 | TotalSupportAmt |
| Public Support CY170 | 0.47080 | PublicSupportCY170Pct |
| Public Support PY170 | 0.50160 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME 4,725 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $91,761,486 | BeginningYearBalanceAmt |
| Contributions | $1,286,787 | ContributionsAmt |
| Investment Earnings Or Losses | $9,132,919 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,007,870 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,955,375 | OtherExpendituresAmt |
| End Year Balance | $97,217,947 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $105,799,052 | BeginningYearBalanceAmt |
| Contributions | $2,044,612 | ContributionsAmt |
| Investment Earnings Or Losses | -$11,677,483 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,770,578 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,634,117 | OtherExpendituresAmt |
| End Year Balance | $91,761,486 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $97,898,607 | BeginningYearBalanceAmt |
| Contributions | $1,460,948 | ContributionsAmt |
| Investment Earnings Or Losses | $11,475,580 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,009,215 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,026,868 | OtherExpendituresAmt |
| End Year Balance | $105,799,052 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $91,207,258 | BeginningYearBalanceAmt |
| Contributions | $1,468,147 | ContributionsAmt |
| Investment Earnings Or Losses | $9,853,065 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,521,711 | GrantsOrScholarshipsAmt |
| Other Expenditures | $108,152 | OtherExpendituresAmt |
| End Year Balance | $97,898,607 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $75,500 | OtherCostOrOtherBasisAmt |
| Book Value | $75,500 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $247,828 | OtherCostOrOtherBasisAmt |
| Depreciation | $181,533 | DepreciationAmt |
| Book Value | $66,295 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,890 | OtherCostOrOtherBasisAmt |
| Book Value | $11,890 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $153,685 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIVATE EQUITY & NONPUBLICLY TRADED | Desc |
| Book Value | $37,261,068 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $37,261,068 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $11,315,433 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $11,315,433 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $11,315,433 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,178,440 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $5,178,440 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $5,178,440 | TotalExpensesPerForm990Amt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $15,294,808 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $15,294,808 | SubtotalSpentAmt |
| Total Spent | $15,294,808 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PAGE 1, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN 0 15,294,808 | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ALDEAN CONCERT | Event1Nm |
| Gross Receipts Event1 | $312,118 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $209,839 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $102,279 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $19,530 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $5,152 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $117,585 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $110,775 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $6,810 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $2,150 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $9,757 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $7,840 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $4,595 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $1,852 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $26,637 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $10,750 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $15,887 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $807 | NonCashPrizesOtherEventsAmt |
| Entertainment Other Events | $1,100 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $10,740 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $456,340 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $331,364 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $124,976 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $2,150 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $10,564 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,840 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $24,125 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,100 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $17,744 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $63,523 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $61,453 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (31 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||||
| 3040 RIVERSIDE DRIVE | MACON | GA | 31210 | 133039601 | 501C3 | $9,500 | HEALTHY LIVING | |
| AMERICAN RED CROSS | ||||||||
| 195 HOLT AVE | MACON | GA | 31201 | 530196605 | 501C3 | $10,000 | HOME FIRE RELIEF | |
| BACKPACK MINISTRY | ||||||||
| 1217 FOREST HILL ROAD | MACON | GA | 31210 | 883892650 | 501C3 | $10,000 | COMMUNITY OUTREACH | |
| CAMP KUDZU INC | ||||||||
| 8601 DUNWOODY PLACE | ATLANTA | GA | 30350 | 582449646 | 501C3 | $100,000 | CAMP KUDZU | SUITE 508 |
| DEPAUL USA DAYBREAK CENTER | ||||||||
| 174 WALNUT STREET | MACON | GA | 31201 | 352338110 | 501C3 | $20,000 | HEALTH CLINIC | |
| FAT MINISTRIES | ||||||||
| PO BOX 297 | BOLINGBROKE | GA | 31029 | 850691420 | 501C3 | $10,000 | FEEDING THE HUNGRY | |
| FAMILY ADVANCEMENT MINISTRIES | ||||||||
| PO BOX 204 | MACON | GA | 31202 | 581941915 | 501C3 | $15,000 | MACON KIDS SAFE | |
| FAMILY COUNSELING CENTER | ||||||||
| 277 MARTIN LUTHER KING JR BLVD | MACON | GA | 31201 | 580684376 | 501C3 | $20,000 | MENTAL HEALTH | SUITE 203 |
| GEORGIA INDUSTRIAL CHILDREN'S HOME | ||||||||
| 4690 N MUMFORD ROAD | MACON | GA | 31210 | 581413499 | 501C3 | $10,000 | COTTAGE FURNISHINGS | |
| MACON VOLUNTEER CLINIC | ||||||||
| 376 ROGERS AVE | MACON | GA | 31201 | 743055376 | 501C3 | $45,000 | SEE STATEMENT | |
| MEDICAL CENTER OF CENTRAL GEORGIA | ||||||||
| 691 CHERRY STREET | MACON | GA | 31201 | 542149128 | 501C3 | $1,979,223 | SUPPORT NAVICENT HEA | SUITE 400 |
| MERCER UNIVERSITY | ||||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | 580566167 | 501C3 | $87,001 | RESEARCH & EDUCATION | |
| NEXT LEVEL COMMUNITY DEVELOPMENT | ||||||||
| 3268 AVONDALE MILL ROAD | MACON | GA | 31216 | 582625316 | 501C3 | $10,000 | CAMP ZION | |
| REBUILDING MACON | ||||||||
| 3864 LAKE STREET | MACON | GA | 31204 | 581978433 | 501C3 | $10,000 | WHEELCHAIR REPAIRS | |
| REHOBOTH LIFE CARE MINISTRIES | ||||||||
| 3208 US HWY 41 NORTH | BYRON | GA | 31008 | 271850386 | 501C3 | $7,500 | DENTAL HEALTH | |
| RESCUE MISSION OF MIDDLE GEORGIA | ||||||||
| 774 HAZEL STREET | MACON | GA | 31201 | 586011446 | 501C3 | $260,000 | HEALTHCARE SUPPORT | |
| RONALD MCDONALD HOUSE | ||||||||
| 1160 FORSYTH STREET | MACON | GA | 31201 | 582473799 | 501C3 | $10,000 | CAPACITY BUILDING | |
| THE MENTORS PROJECT OF BIBB COUNTY | ||||||||
| PO BOX 13750 | MACON | GA | 31208 | 581937624 | 501C3 | $10,000 | GIRLS REAL WRAP | |
| THE SOCIETY OF ST ANDREW | ||||||||
| 432 FOREST HILL RD | MACON | GA | 31208 | 541285793 | 501C3 | $10,000 | MIDDLE GA ATRIUM | |
| UNITED IN PINK | ||||||||
| 102A PRESTON COURT | MACON | GA | 31210 | 205848087 | 501C3 | $85,000 | SURVIVORSHIP PROJECT | |
| JAY'S HOPE FOUNDATION | ||||||||
| 1157B FORSYTH STREET | MACON | GA | 31201 | 205117271 | 501C3 | $10,000 | HOPE ON WHEELS PROGR | |
| WESLEY GLEN MINISTRIES | ||||||||
| 4580 N MUMFORD ROAD | MACON | GA | 31210 | 582400262 | 501C3 | $10,000 | DEFIBRILLATOR PROJEC | |
| WESLEYAN COLLEGE | ||||||||
| 4760 FORSYTH ROAD | MACON | GA | 31210 | 580593438 | 501C3 | $175,000 | HOSA PROGRAMS&SCHOLA | |
| RACHEL'S GIFT | ||||||||
| 922 HIGHWAY 81 EAST 153 | MCDONOUGH | GA | 30252 | 262467902 | 501C3 | $7,000 | PROGRAM FOR CAREGIVE | |
| ME OVER PD FOUNDATION | ||||||||
| 5300 ZEBULON ROAD | MACON | GA | 31210 | 823891248 | 501C3 | $50,000 | MOPD GROWING TO SERV | |
| PATIENT PAWS SERVICE DOGS INC | ||||||||
| 1545 MAYFIELD ROAD | ALPHARETTA | GA | 30009 | 833891248 | 501C3 | $30,000 | THERPAY DOG PROGRAM | |
| MAKE A WISH | ||||||||
| 1775 THE EXCHANGE SE SUITE 200 | ATLANTA | GA | 30339 | 582146828 | 501C3 | $20,000 | WISH KIDS | |
| MORNINGSTAR | ||||||||
| 402 COURTNEY HODGES BLVD | PERRY | GA | 31069 | 582146828 | 501C3 | $10,000 | SCHOLARSHIP COUNSELI | |
| THE ARC MACON INC | ||||||||
| 4664 SHERATON DRIVE | MACON | GA | 31210 | 580836285 | 501C3 | $47,149 | NUTRITIONAL & WELLNE | |
| REBUILD LAMAR INC | ||||||||
| 375 THOMASTON STREET | BARNESVILLE | GA | 30204 | 882216591 | 501C3 | $10,000 | HOME REPAIRS | |
| OTIS REDDING FOUNDATION | ||||||||
| 339 COTTON AVE | MACON | GA | 31201 | 582435617 | 501C3 | $15,000 | SENSORY ROOM MUSIC T | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 41 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 10 | RecipientCnt |
| Cash Grant | $27,577 | CashGrantAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MACEY TERRELL | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $166,316 | BaseCompensationFilingOrgAmt |
| Total Compensation Filing Org | $166,316 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | NAVICENT HEALTH FOUNDATION'S MISSION IS TO ENCOURAGE GENEROSITY TO TRANSFORM VISIONS INTO REALITY. THE FOUNDATION WAS CHARTERED IN 1973 FOR SOLICITATION, RECEIPT, INVESTMENT, AND EXPENDITURE OF BEQUESTS, DONATIONS, CONTRIBUTIONS AND GIFTS OF EVERY KIND AND CHARACTER, INCLUDING CASH AND PROPERTY, BOTH REAL AND PERSONAL, ALL OF WHICH SHALL BE USED EXCLUSIVELY FOR CHARTIABLE, HEALTH, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING, WITHOUT LIMITATION, IN CONEECTION WITH THE HOSPITALS, PTHER CHARITABLE ACTIVITIES, OR ANY COMMUNITY HEALTH INITIATIVE WITHIN THE SERVICE REGION OF NAVICENT HEALTH, INC. AND ITS AFFILIATES AND SUBSIDIARIES. WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, THE ORGANIZATION MAY DEVELOP AND OPERATE SCHOLARSHIP AND ENDOWMENT PROGRAMS. WHEN THE HOSPITAL WAS ACQUIRED BY ATRIUM HEALTH IN 2019, NAVICENT HEALTH FOUNDATION WAS EXCLUDED FROM THE MERGER AND BECAME A LEGALLY INDEPENDENT FOUNDATION. THE MISSION AND CHARITABLE PURPOSE OF THE FOUNDATION REMAIN THE SAME. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 WAS PREPARED BY MCNAIR, MCLEMORE & MIDDLEBROOKS (AN INDEPENDENT CPA) AND REVIEWED IN DETAIL BY THE CFO OF NAVICENT HEALTH FOUNDATION. 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, PAGE 6, PART VI, LINE 12C | 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 THE 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, PAGE 6, PART VI, LINE 19 | INFORMATION WILL BE MADE AVAILABLE UPON REQUEST SUBMITTED TO THE BOARD OF TRUSTEES, IF AVAILABLE. |
| FORM 990, PART XI, LINE 9 | UBI FROM PARTNERSHIP INVESTMENTS NOT ON BOOKS 108,862 |