2021-11-10T10:32:10-06:00 2020-12-31 580914992 Draffin & Tucker LLP PO Box 71309 Albany GA 317081309 990 2020-01-01 237363555 NAVICENT HEALTH FOUNDATION INC NAVI 4786337388 PO Box 7718 MACON GA 31209 J SHAWN KELLY CHIEF FINANCIAL OFFICER 2021-11-10 true J SHAWN KELLY 999009999 William E Phillips P00451499 2298837878 1917-08-14 2020 2022-09-23 18:48:47Z Ellen Johnson PO Box 7718 MACON GA 31209 71109810 false X NAVICENTHEALTH.ORG/FOUNDATION X 1973 GA Navicent Health Foundation's mission is to encourage generosity to transform visions into reality. The Foundation was chartered in 1973 to enable members of the community to provide philanthropic support for charitable, medical, educational and research projects for Navicent Health (formerly known as The Medical Center of Central Georgia). In 2019, the Foundation became an independent organization with continued focus to raise philanthropic funds for Navicent Health and the Central Georgia communities 21 21 6 51 4222 3222 3009076 1673710 0 7696536 5305805 -30006 4222 10675606 6983737 19860211 4521711 0 789383 712797 0 0 989199 1494453 21638793 6728961 -10963187 254776 106310271 112887002 9077523 8675736 97232748 104211266 Navicent Health Foundation's mission is to encourage generosity to transform visions into reality. The Foundation was chartered in 1973 to enable members of the community to provide philanthropic support for charitable, medical, educational and research projects for Navicent Health (formerly known as The Medical Center of Central Georgia). With the restructuring of the Hospital. In 2019, the Foundation became an independent organization with continued focus to raise philanthropic funds for Navicent Health and the Central Georgia communities false false 4521711 4521711 PROGRAM GRANTS ARE INTENDED TO SUPPORT NAVICENT HEALTH, INC. FUNDS ARE USED FOR CHARITABLE, MEDICAL, EDUCATIONAL AND SCIENTIFIC PURPOSES. PROGRAM GRANTS ARE ALSO AWARDED TO UNRELATED TAX EXEMPT ORGANIZATIONS THAT SUPPORT THE MISSION OF NAVICENT HEALTH FOUNDATION, INC. 4521711 true true false false false false false false true true true false false false true true false false false true false false false false false false true false true false false false false false false false false false false false false false false false false false true 2 0 true 6 true true true false false false false false false false false false false false X 21 21 false false false false false false false true true false false true true true true true true false false false GA X Shawn Kelly CFO 4786337388 3330 Northside Drive Suite 100 MACON GA 31210 AMY MALEY VICE CHAIRMAN 1.0 X 0 0 0 ASHLEY COPELAN BOARD MEMBER 1.0 X 0 0 0 BRIAN CARDIS MD BOARD MEMBER 1.0 X 0 0 0 CAL HAYES Board Member 1.0 X 0 0 0 CHRIS BOLLES BOARD MEMBER 1.0 X 0 0 0 CHRIS SHERIDAN BOARD MEMBER 1.0 X 0 0 0 DENNIS ASHLEY MD BOARD MEMBER 1.0 X 0 0 0 FRED GATON MD BOARD MEMBER 1.0 X 0 0 0 GENE BATTLES MD BOARD MEMBER 1.0 X 0 0 0 GREG DE'LAY BOARD MEMBER 1.0 X 0 0 0 IVAN ALLEN BOARD MEMBER 1.0 X 0 0 0 JIM DAWS BOARD MEMBER 1.0 X 0 0 0 KAREN SMITH BOARD MEMBER 1.0 X 0 0 0 MITCH RODRIQUEZ MD BOARD MEMBER 1.0 X 0 0 0 NINFA SAUNDERS BOARD MEMBER 1.0 X 0 0 0 OBIOHA OKORO MD BOARD MEMBER 1.0 X 0 0 0 PINK PERSONS BOARD MEMBER 1.0 X 0 0 0 RHONDA PERRY BOARD MEMBER 1.0 X 0 0 0 ROBERT FORD MD BOARD MEMBER 1.0 X 0 0 0 SUE SANDA BOARD MEMBER 1.0 X 0 0 0 TOM GIBBONS CHAIRMAN 1.0 X 0 0 0 CHRIS WILDE TREASURER 1.0 X 0 0 0 ELLEN JOHNSON CHIEF EXECUTIVE OFFICER 40.0 X 200815 0 10400 KENNETH B BANKS CORPORATE SECRETARY 1.0 X 0 0 0 SHAWN KELLY CHIEF FINANCIAL OFFICER 40.0 X 97299 0 7530 298114 0 17930 1 false true false 0 1673710 5457 1673710 0 0 0 0 0 1366523 1366523 0 0 68065355 64126073 3939282 0 3939282 3939282 UBI from Passthrough Investments 525990 4222 4222 0 0 0 0 4222 6983737 0 4222 5305805 4521711 4521711 298114 298114 299573 299573 23120 23120 53964 53964 38026 38026 576178 576178 0 0 0 0 133172 133172 68594 68594 30549 30549 68897 68897 3112 3112 665 665 4416 4416 10821 10821 Taxes and Fees 9754 9754 Miscellaneous 2373 2373 Bad Debt Expense 500000 500000 Children's Miracle Network Membership Fee 85922 85922 0 0 0 0 6728961 4521711 2207250 0 1227898 1678697 7184171 3973484 0 0 0 0 462388 149127 233500 313261 69329997 81777704 28334705 25143856 0 0 0 106310271 112887002 125294 95847 7611790 8579889 0 0 1340439 0 9077523 8675736 X 6025490 6312659 91207258 97898607 97232748 104211266 106310271 112887002 X 254776 6727964 -4222 X false true X true false X 9175664 5868735 3412048 3009076 1673710 23139233 0 0 9175664 5868735 3412048 3009076 1673710 23139233 6183727 16955506 1416829 1866062 456252 1774090 1366523 6879756 6232 6232 0 0 0 0 0 0 30025221 0 0.5647 0.6156 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 91207258 1468147 9853065 4629863 97898607 87616284 2541763 13899212 12850001 91207258 107002656 2901333 -6951579 15336126 87616284 108433536 6734784 7077710 15243374 107002656 92460239 9257442 7553301 837446 108433536 0.0 0.0 1.0 false false 233500 233500 228888 149127 79761 313261 Private Equity and Nonpublicly Traded Investments 25143856 25143856 Due to Navicent Health Due to Central Georgia Senior Health Due to Medical Center Central Georgia 0 X 13131301 6727964 0 6727964 6403337 576178 4222 580400 6983737 6152783 0 0 6152783 576178 0 576178 6728961 Schedule D, Part V, Line 4 Intended uses of endowment funds The organization's temporarily restricted net assets are held for the benefit and support of Navicent Health, Inc. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Foundation is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code and, therefore, has made no provisions for federal income taxes in the accompanying financial statements. In addition, the Foundation has been determined by the Internal Revenue Service not to be a "private foundation" within the meaning of Section 509(a) of the Internal Revenue Code. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements UBI On Passthrough Investments Not on Books - 4222 Central America and the Caribbean 0 0 Investments 10819713 0 0 0 0 0 0 10819713 0 10819713 true false true true true false Schedule F, Part IV, Line 1 Transfers to Foreign Corporations Form 926 is attached for the Foundation's investment in Invesco Mortgage Recovery Fund II AIV Feeder. Schedule F, Part IV, Line 3 Interest in Foreign Corporations In addition to the investment in Invesco Mortgage Recovery Fund II AIV Feeder, the Foundation has indirect investments in certain foreign corporations as a result of certain direct investments in foreign partnerships. No foreign investment disclosures are required for these investments according to information supplied by each partnership. 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, the Foundation has an investment in Invesco Partnership Fund V, L.P. This partnership has made a timely QEF election with respect ot its investments in underlying PFIC'S. Finally, Foundation investments in Barings Global Investment Funds (U.S.) LP and Gramercy Distressed Opportunity Fund III LP reported indirect PFIC income. Navicent Health Foundation is a tax-exempt organization described in IRC section 501(c)(3). Pursuant to Treasury Regulation section 1.298-1(c) Form 8621 is not required to be filed with respect to a PFIC unless the income derived with respect to the PFIC stock is taxable as unrelated business income. According to the information provided by these partnerships, the PFIC investments generated no UBI. Therefore, Form 8621 is not required to be filed. Schedule F, Part IV, Line 5 Interest in Foreign Partnerships Navicent Health Foundation owns direct and indirect interests in foreign partnerships. According to information provided by these investments, Form 8865 is not required to be filed for 2020 by the Foundation. true MEDICAL CENTER OF CENTRAL GEORGIA 691 CHERRY STREET SUITE 400 MACON GA 31201 582149128 501(C)3 4332559 SUPPORT MCCG AMERICAN RED CROSS 195 HOLT AVE MACON GA 312011205 530196605 501(C)3 10000 HOME FIRE RELIEF ATLANTA HOSPITAL HOSPITALITY HOUSE 1815 SOUTH PONCE DE LEON AVE NE ATLANTA GA 30307 581372868 501(C)3 6000 FAMILY ASSISTANCE/HARDSHIP PROGRAM DEPAUL USA DAYBREAK CENTER 174 WALNUT STREET MACON GA 31201 352338110 501(C)3 10000 DAYBREAK HEALTH CLINIC FAT MINISTRIES PO BOX 297 BOLINGBROKE GA 31004 850691420 501C(3) 10000 FEEDING THE HUNGRY DURING COVID PANDEMIC FAMILY ADVANCEMENT MINISTRIES PO BOX 204 MACON GA 31202 581941915 501C(3) 10000 MACON KIDS SAFE FOREST HILLS UNITED METHODIST OUTREACH 1217 FOREST HILL ROAD MACON GA 312103223 580665900 501(C)3 10000 FOOD FOR CHILDREN IN NEED FORT VALLEY STATE UNIVERSITY FOUNDATION 1005 STATE UNIVERSITY DRIVE FORT VALLEY GA 31030 237281905 501C(3) 10000 CENTER FOR SOCIAL JUSTICE AND EQUITY LOAVES AND FISHES MINISTRIES PO BOX 825 MACON GA 31201 581880653 501(C)3 10000 PRESCRIPTION ASSISTANCE FOR HOMELESS MACON VOLUNTEER CLINIC 376 ROGERS AVE MACON GA 31201 743055376 501(C)3 19652 DENTAL VISITS AND COVID 19 RESPONSE MENTORS PROJECT OF BIBB COUNTY PO BOX 13750 MACON GA 31208 581937624 501(C)3 13000 GIRLS REAL RAP MIDDLE GEORGIA STATE UNIVERSITY 100 UNIVERSTITY PARKWAY MACON GA 31206 237066010 501C(3) 10000 RESPIRATORY THERAPY PROGRAM REBUILDING MACON INC 3864 LAKE STREET MACON GA 31204 581978433 501(C)3 10000 EMERGENCY REPAIRS AND WHEELCHAIR RAMPS RESCUE MISSION OF MIDDLE GEORGIA 774 HAZEL STREET MACON GA 31201 586011446 501(C)3 10000 HEALTHCARE SUPPORT RONALD MCDONALD HOUSE 1160 FORSYTH STREET MACON GA 312011736 582473799 501(C)3 10000 ALTERNATIVE HOUSING DURING COVID 19 PANDEMIC UNITED IN PINK 102A PRESTON COURT MACON GA 31210 205848087 501(C)3 10000 SURVIVORSHIP SUPPORT 16 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. PROGRAM GRANTS WERE TO SUPPORT THE MEDICAL CENTER OF CENTRAL GEORGIA, INC. (MCCG) and other tax-exempt organizations. FUNDS ARE USED FOR CHARITABLE, MEDICAL, EDUCATIONAL AND SCIENTIFIC PURPOSES. OTHER PROGRAM GRANTS MAY BE GIVEN TO any TAX EXEMPT ORGANIZATIONS THAT directly or indirectly SUPPORT THE charitable MISSION OF THE MEDICAL CENTER OF CENTRAL GEORGIA. ONLY 501(C) ORGANIZATIONS ARE ELIGIBLE FOR SUCH GRANTS. THE USE OF GRANT FUNDS IS APPROVED AND MONITORED BY THE BOARD OF TRUSTEES. X X X false false false false false false false false false ELLEN JOHNSON CHIEF EXECUTIVE OFFICER 200815 0 0 0 0 0 8124 0 2276 0 211215 0 0 0 Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 WAS PREPARED BY THE CFO OF NAVICENT HEALTH FOUNDATION and REVIEWED IN DETAIL BY OUR OUTSIDE TAX ADVISOR (An INDEPENDENT CPA). THE FORM 990 WAS PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE. Form 990, Part VI, Line 12c Conflict of interest policy Officers and Board Members are required to notify the Executive Committee of the organization of any potential business transactions (both direct transaction and indirect transactions through an entity owned in whole or in part) resulting in a potential conflict of interest. If a transaction involves an amount in excess of $5,000, at least two competitive bids are required to be obtained by the Executive Committee. The conflicted member is recused from all discussions or votes in which a conflict exists. The remaining Board Members decide the course of action that is in the best interest of the organization. Form 990, Part VI, Line 19 Required documents available to the public INFORMATION WILL BE MADE AVAILABLE UPON REQUEST SUBMITTED TO THE BOARD OF TRUSTEES, if available. Form 990, Part XI, Line 9 Other changes in net assets or fund balances UBI from Partnership Investments Not on Books - -4222;