2025-10-21T14:18:49-04:00 2024-12-31 581094351 MCNAIR MCLEMORE MIDDLEBROOKS & CO LLC POST OFFICE BOX ONE MACON GA 312020001 990 2024-01-01 237363555 NAVICENT HEALTH FOUNDATION INC NAVI 4786337388 3330 NORTHSIDE DRIVE SUITE 100 MACON GA 31210 SHAWN KELLY CFO 4786337388 2025-10-15 true true TERESA F BEHRMAN P01055799 4787466277 2025-10-21 2024 2025-03-06 01:10:19Z SHAWN KELLY 3330 NORTHSIDE DRIVE SUITE 100 MACON GA 31210 49495681 false X WWW.NAVICENTHEALTHFOUNDATION.ORG X 1973 GA 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. 23 23 8 74 -108862 1328967 2330523 0 4709896 9032319 -77777 -47409 5961086 11315433 3007870 3134269 0 1100509 833434 0 967612 1204103 1210737 5312482 5178440 648604 6136993 109386939 114656878 3702927 2274274 105684012 112382604 X 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. false false 3134269 3134269 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. 3134269 true true false false false false false false false true true true false false false false true false false false true false false false true false false true true true false false false false false false false false false false false false false false false false false true 3 0 true 8 true false false false false false true true false false false false false false false false X 23 23 false false false false false false false true true false false true true true true true true false false false X SHAWN KELLY 4786337388 3330 NORTHSIDE DR SUITE 100 MACON GA 31210 MACEY TERRELL PRESIDENT & 40.00 X X 166316 0 0 SHAWN KELLY CFO 40.00 X 129930 0 0 IVAN ALLEN BOARD MEMBER 1.00 X 0 0 0 CHRIS BOLLES VICE CHAIR 1.00 X X 0 0 0 DELVECCHIO FINLEY BOARD MEMBER 1.00 X 0 0 0 TOM GIBBONS BOARD MEMBER 1.00 X 0 0 0 DANNY GIBSON BOARD MEMBER 1.00 X 0 0 0 CLINT HARPER BOARD MEMBER 1.00 X 0 0 0 CAL HAYS TREASURER 1.00 X X 0 0 0 ANDY JONES BOARD MEMBER 1.00 X 0 0 0 EDDIE BETCHER MD BOARD MEMBER 1.00 X 0 0 0 AMY MALEY BOARD MEMBER 1.00 X 0 0 0 DENNIS ASHLEY MD BOARD MEMBER 1.00 X 0 0 0 FRED GATON MD CHAIR 1.00 X X 0 0 0 GENE BATTLES MD BOARD MEMBER 1.00 X 0 0 0 MITCH RODRIGUEZ MD BOARD MEMBER 1.00 X 0 0 0 OBI OKORO MD BOARD MEMBER 1.00 X 0 0 0 ROBERT FORD MD BOARD MEMBER 1.00 X 0 0 0 CHRISTINA O'BRIEN BOARD MEMBER 1.00 X 0 0 0 CHARLES OLSEN BOARD MEMBER 1.00 X 0 0 0 RHONDA PERRY BOARD MEMBER 1.00 X 0 0 0 CHRIS SHERIDAN BOARD MEMBER 1.00 X 0 0 0 TORI STEWART BOARD MEMBER 1.00 X 0 0 0 MARK S WATSON SECRETARY 1.00 X X 0 0 0 296246 2 false true false 331364 1999159 2330523 2145396 2145396 45003648 38116725 6886923 6886923 6886923 124976 331364 63523 61453 61453 525990 -108862 -108862 -108862 11315433 -108862 9093772 3106692 3106692 27577 27577 677851 189798 488053 105293 29482 75811 50290 14081 36209 571729 571729 125706 125706 17911 17911 44562 44562 81502 80215 1287 37913 37913 9743 9743 18452 18452 DUES & SERVICE CHARGES 122078 5318 116760 MISCELLANEOUS 68793 62781 6012 CONTRACT & CONSULTING FEE 66493 37138 29355 SEMINARS & TRAINING 32595 32595 13260 13260 5178440 3134269 1076559 967612 700751 818263 1768208 1944082 6685 7061 335218 181533 308409 153685 72534936 74472719 34067950 37261068 109386939 114656878 203247 128085 3499680 2146189 3702927 2274274 X 8466065 9173096 97217947 103209508 105684012 112382604 109386939 114656878 X 6136993 452737 108862 X false true X true false X 1673710 1539764 2089543 1328967 2330523 8962507 1673710 1539764 2089543 1328967 2330523 8962507 8962507 1366523 2294191 2253312 1884827 2145396 9944249 4725 124976 129701 19036457 0.47080 0.50160 X PART II, LINE 10 OTHER INCOME 4,725 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 91761486 1286787 9132919 3007870 1955375 97217947 105799052 2044612 -11677483 2770578 1634117 91761486 97898607 1460948 11475580 3009215 2026868 105799052 91207258 1468147 9853065 4521711 108152 97898607 1.00000 false false 75500 75500 247828 181533 66295 11890 11890 153685 PRIVATE EQUITY & NONPUBLICLY TRADED 37261068 37261068 11315433 11315433 11315433 5178440 5178440 5178440 false CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 15294808 15294808 15294808 true false true true true false SCHEDULE F, PAGE 1, PART I, LINE 3 CENTRAL AMERICA AND THE CARIBBEAN 0 15,294,808 ALDEAN CONCERT 312118 209839 102279 19530 5152 GOLF TOURNAMENT 117585 110775 6810 2150 9757 7840 4595 1852 1 26637 10750 15887 807 1100 10740 456340 331364 124976 2150 10564 7840 24125 1100 17744 63523 61453 true ALZHEIMER'S ASSOCIATION 3040 RIVERSIDE DRIVE MACON GA 31210 133039601 501C3 9500 HEALTHY LIVING AMERICAN RED CROSS 195 HOLT AVE MACON GA 31201 530196605 501C3 10000 HOME FIRE RELIEF BACKPACK MINISTRY 1217 FOREST HILL ROAD MACON GA 31210 883892650 501C3 10000 COMMUNITY OUTREACH CAMP KUDZU INC 8601 DUNWOODY PLACE SUITE 508 ATLANTA GA 30350 582449646 501C3 100000 CAMP KUDZU DEPAUL USA DAYBREAK CENTER 174 WALNUT STREET MACON GA 31201 352338110 501C3 20000 HEALTH CLINIC FAT MINISTRIES PO BOX 297 BOLINGBROKE GA 31029 850691420 501C3 10000 FEEDING THE HUNGRY FAMILY ADVANCEMENT MINISTRIES PO BOX 204 MACON GA 31202 581941915 501C3 15000 MACON KIDS SAFE FAMILY COUNSELING CENTER 277 MARTIN LUTHER KING JR BLVD SUITE 203 MACON GA 31201 580684376 501C3 20000 MENTAL HEALTH GEORGIA INDUSTRIAL CHILDREN'S HOME 4690 N MUMFORD ROAD MACON GA 31210 581413499 501C3 10000 COTTAGE FURNISHINGS MACON VOLUNTEER CLINIC 376 ROGERS AVE MACON GA 31201 743055376 501C3 45000 SEE STATEMENT MEDICAL CENTER OF CENTRAL GEORGIA 691 CHERRY STREET SUITE 400 MACON GA 31201 542149128 501C3 1979223 SUPPORT NAVICENT HEA MERCER UNIVERSITY 1501 MERCER UNIVERSITY DRIVE MACON GA 31207 580566167 501C3 87001 RESEARCH & EDUCATION NEXT LEVEL COMMUNITY DEVELOPMENT 3268 AVONDALE MILL ROAD MACON GA 31216 582625316 501C3 10000 CAMP ZION REBUILDING MACON 3864 LAKE STREET MACON GA 31204 581978433 501C3 10000 WHEELCHAIR REPAIRS REHOBOTH LIFE CARE MINISTRIES 3208 US HWY 41 NORTH BYRON GA 31008 271850386 501C3 7500 DENTAL HEALTH RESCUE MISSION OF MIDDLE GEORGIA 774 HAZEL STREET MACON GA 31201 586011446 501C3 260000 HEALTHCARE SUPPORT RONALD MCDONALD HOUSE 1160 FORSYTH STREET MACON GA 31201 582473799 501C3 10000 CAPACITY BUILDING THE MENTORS PROJECT OF BIBB COUNTY PO BOX 13750 MACON GA 31208 581937624 501C3 10000 GIRLS REAL WRAP THE SOCIETY OF ST ANDREW 432 FOREST HILL RD MACON GA 31208 541285793 501C3 10000 MIDDLE GA ATRIUM UNITED IN PINK 102A PRESTON COURT MACON GA 31210 205848087 501C3 85000 SURVIVORSHIP PROJECT JAY'S HOPE FOUNDATION 1157B FORSYTH STREET MACON GA 31201 205117271 501C3 10000 HOPE ON WHEELS PROGR WESLEY GLEN MINISTRIES 4580 N MUMFORD ROAD MACON GA 31210 582400262 501C3 10000 DEFIBRILLATOR PROJEC WESLEYAN COLLEGE 4760 FORSYTH ROAD MACON GA 31210 580593438 501C3 175000 HOSA PROGRAMS&SCHOLA RACHEL'S GIFT 922 HIGHWAY 81 EAST 153 MCDONOUGH GA 30252 262467902 501C3 7000 PROGRAM FOR CAREGIVE ME OVER PD FOUNDATION 5300 ZEBULON ROAD MACON GA 31210 823891248 501C3 50000 MOPD GROWING TO SERV PATIENT PAWS SERVICE DOGS INC 1545 MAYFIELD ROAD ALPHARETTA GA 30009 833891248 501C3 30000 THERPAY DOG PROGRAM MAKE A WISH 1775 THE EXCHANGE SE SUITE 200 ATLANTA GA 30339 582146828 501C3 20000 WISH KIDS MORNINGSTAR 402 COURTNEY HODGES BLVD PERRY GA 31069 582146828 501C3 10000 SCHOLARSHIP COUNSELI THE ARC MACON INC 4664 SHERATON DRIVE MACON GA 31210 580836285 501C3 47149 NUTRITIONAL & WELLNE REBUILD LAMAR INC 375 THOMASTON STREET BARNESVILLE GA 30204 882216591 501C3 10000 HOME REPAIRS OTIS REDDING FOUNDATION 339 COTTON AVE MACON GA 31201 582435617 501C3 15000 SENSORY ROOM MUSIC T 41 SCHOLARSHIPS 10 27577 false false false false false false false false false MACEY TERRELL PRESIDENT & CEO 166316 166316 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