2021-11-09T15:03:14-06:00 2020-12-31 580914992 Draffin & Tucker LLP PO Box 71309 Albany GA 317081309 990 2020-01-01 582345439 CENTRAL GEORGIA SENIOR HEALTH INC CENT 4786336968 777 Hemlock Street MSC 111 MACON GA 31201 Chris Wilde Executive Vice President/CFO 2021-11-09 true Chris Wilde 999009999 W Edward Phillips P00451499 2298837878 2017-08-14 2020 2022-09-23 18:48:47Z CARLYLE PLACE Elbert McQueen 777 Hemlock Street MSC 111 MACON GA 31201 21681261 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 AMENITIES 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. 7 7 296 210 0 0 0 16977143 16682513 12586900 4248070 9586 3890 29573629 20934473 0 0 8095796 8893217 0 0 9429854 7859163 17525650 16752380 12047979 4182093 124653464 129484173 80897719 75248189 43755745 54235984 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 12923082 16686403 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. 12923082 true false false false false false false false false true false false false true true false true false false true false false false false false false false false true true false false false false false false false false false false false false false false false true false false false true 53 0 true 296 true false false false false false false false false false false false false X 7 7 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 Myrtle Habersham VICE CHAIRMAN 1.0 0 X X 0 0 0 Vivia Fowler CHAIRMAN 1.0 0 X X 0 0 0 CHARLIE SKINNER Board Member 1.0 0 X 0 0 0 Danyelle George Board Member 1.0 0 X 0 0 0 David Biek Board Member 1.0 0 X 0 0 0 Henry Koplin Board Member 1.0 2.0 X 0 0 0 Sandra Matson Board Member 1.0 0 X 0 0 0 WADE SCOTT Board Member 1.0 0 X 0 0 0 Elbert T McQueen CEO 10.0 35.0 X 0 480580 33457 Kenneth B Banks SECRETARY 1.0 49.0 X 0 1411740 467382 Ninfa M Saunders President/CEO Navicent 1.0 28.0 X 0 4824808 158292 Robert C Wilde TREASURER 1.0 49.0 X 0 528961 92661 Connie W Jones Director of Financial Services 40.0 0 X 118128 0 5370 Dawn G Dunbar Director of Health Service 40.0 0 X 147700 0 5898 265828 7246088 763059 2 false true false SODEXO INC PO Box 536922 Atlanta GA 30353 FOOD SERVICES 1442405 ASSIST HEALTHCARE SERVICES INC PO BOX 2530 BLUE RIDGE GA 30513 HEALTH CARE CONTRACT 443959 REHAB CARE GROUP INC PO BOS 503534 ST LOUIS MO 631503534 PHYSICAL THERAPY 418264 NEXT GENERATION SERVICES NG 5340 Green Road BYRON GA 31008 Construction Contractors 343170 QUALITY CONSTRUCTION 1661 Mule Creek Rd Byron GA 31008 Construction Contractors 169713 6 0 RESIDENCY REVENUE 623000 16321101 16321101 MEDICARE/MEDICAID PAYMENT 623000 341600 341600 GUEST MEALS 623000 7301 7301 RESIDENT TRANSPORTATION 480000 10161 10161 GUEST ROOM REVENUE 721000 2350 2350 0 0 0 0 16682513 1115485 1115485 3890 3890 0 3890 3890 3879373 746788 3132585 0 3132585 3132585 0 0 0 0 0 20934473 16686403 0 4248070 6680839 5407858 1272981 528142 528142 1221989 1215547 6442 462247 363507 98740 187269 187269 689112 480922 208190 0 194188 9931 184257 27865 1262 26603 81690 81690 778700 659222 119478 55088 46539 8549 3400 3164 236 766237 689613 76624 2443803 2199423 244380 197559 9996 187563 Supplies 1969952 1787391 182561 Equipment Rental and Maintenance 393773 34098 359675 Refurbishment Expenses 16537 16537 Activity Expenses 10240 10240 43750 4369 39381 0 16752380 12923082 3829298 0 2424847 2455154 781916 223105 0 0 0 0 13277 26195 4000 76544973 47084743 30158783 29460230 84778080 97136129 6273817 0 198951 169456 19793 13904 124653464 129484173 1054693 1374219 17264944 17009739 34817710 33958893 0 0 27760372 22905338 80897719 75248189 X 43755745 54235984 43755745 54235984 124653464 129484173 X 4182093 6097959 200187 X false true X false 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 $16,752,380. Schedule A, Part I Public Charity Status Central Georgia Senior Health, Inc. is classified as an IRC section 509(a)(3) supporting organization. The organization likely would also qualify as a section 509(a)(2) publicly supported organization based upon its residency revenues. 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 64080461 38849072 25231389 3377733 3274574 103159 5956550 4961097 995453 1397395 1397395 29460230 INTEREST RATE SWAP 165748 DUE TO AFFILIATES 1284493 Entrance Fees Payable 21455097 22905338 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote On January 1, 2019, Navicent Health became part of Atrium Health (The Charlotte-Mecklenburg Hospital Authority). Following are excerpts from Footnote 1 of Atrium Health's audited statements for the year ended December 31, 2020. This Footnote discusses Navicent's relationship to Atrium Health and its inclusion in the Atrium Health Audited Financial Statements. An ASC 740 disclosure was not considered to be material for financial statement disclosure purposes; however, the requirements of ASC 740 were considered. Atrium Health is one of the nation's leading and most innovative healthcare organizations, providing a full spectrum of healthcare and wellness programs throughout the Southeast region. Its diverse network of care locations includes academic medical centers, hospitals, freestanding emergency departments, physician practices, surgical and rehabilitation centers, home health agencies, nursing homes and behavioral health centers, as well as hospice and palliative care services. Atrium Health works to enhance the overall health and wellbeing of its communities through high quality patient care, education and research programs, and numerous collaborative partnerships. Atrium Health was organized in 1943 under the North Carolina Hospital Authorities Act. It is a public body and a body corporate and politic and, therefore, has been determined by the Internal Revenue Service to be exempt from federal and state income taxes. Atrium Health is headquartered in Charlotte, North Carolina. For financial reporting purposes, Atrium Health is divided into the "Primary Enterprise", "Discrete Component Units," and "Fiduciary Activities." The Primary Enterprise consists of The Charlotte-Mecklenburg Hospital Authority (CMHA, d/b/a Atrium Health) and all of its controlled affiliates. Central America and the Caribbean 0 0 Investments 2646511 0 0 0 0 0 0 2646511 0 2646511 true false true true true false Schedule F, Part IV, Line 1 Transfers to Foreign Corporations The organization has made indirect transfers to foreign corporations as a result of investments in foreign partnerships that have invested in foreign corporations. According to information provided by the foreign partnerships, Form 926 is not required to be filed by Central Georgia Senior Health, Inc. in 2020. Schedule F, Part IV, Line 3 Interest in Foreign Corporations The organization has indirect interest in foreign corporations as a result of investments in foreign partnerships that have invested in foreign corporations. According to information provided by the foreign partnerships, Form 5471 is not required to be filed by Central Georgia Senior Health, Inc. in 2020. Schedule F, Part IV, Line 4 PFIC Income Gramercy Distressed Opportunity Fund III LP reported indirect PFIC income. Central Georgia Senior Health has invested in this partnership. Central Georgia Senior Health is a tax-exempt organization described in IRC section 501(c)(3). Pursuant to Treasury Regulation section 1.1298-1(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 Central Georgia Senior Health, Inc. 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 organization. true true false false false false false false false Kenneth B Banks SECRETARY 0 450640 0 0 0 961099 0 439254 0 28128 0 1879121 0 878502 Elbert T McQueen CEO 0 360232 0 0 0 120348 0 9476 0 23981 0 514036 0 88290 Ninfa M Saunders President/CEO Navicent 0 598832 0 1749000 0 2476976 0 132586 0 25706 0 4983100 0 2411544 Robert C Wilde TREASURER 0 490262 0 0 0 38699 0 68775 0 23886 0 621622 0 0 Dawn G Dunbar Director of Health Service 136217 0 0 0 11483 0 5898 0 0 0 153598 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 4a Severance or change-of-control payment Ninfa Saunders $356,121 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 ANNUITY 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 $428,705 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: None 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: R. Chris Wilde $57,375 A Macon-Bibb County Hospital Authority 581034851 NONENONEN 2019-12-18 34817710 Refund 2017 bonds false false false A 858817 0 34817710 0 0 0 0 0 0 0 34817710 0 2001 true true true true A false false true false false 0.0001 0.0 0.0001 false false true A false true true false true false false false true A false 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: 225 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. General: Approximate hours spent in social accountability projects and events: 2,975 The impact of non-quantifiable contributions Carlyle Place has on the greater Middle Georgia Area can be subdivided into the following areas: Advocacy, Community Involvement, Conduit for Using Donations, Economic Impact, Good Neighbors, Recognition, Responding to Needs, and Social Impact. The following narrative describes programs and volunteerism of our residents and staff members. Advocacy: Carlyle Place offers volunteer hours to the local chapter of the Alzheimer's Association. Community Involvement: Carlyle Place employees are active members of other community boards and committees, offering service to the surrounding community. Some examples of these civic agencies include: Leading Age, Georgia College & State University Music Therapy Department, Mercer University and Rotary Club of North Macon. Conduit for Using Donations: Opportunities exist for the residents, staff and members of the community to participate in quarterly projects. Each project has a list of items for donation to the following agencies: Daybreak, Family Advancement Ministries, Macon Rescue Mission, Loaves & Fishes, Macon's Warming Center 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 special events to raise money for The Alzheimer's Association. A Resident Assistance Fund was established to receive memorial and honorarium donations on behalf of our residents. In March 2019, we were able to begin providing financial assistance to two of our residents who have outlived their financial resources. 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. Offering a continuing service to the aging population addresses the needs of seniors throughout the remaining years of life. The community encourages local purchasing and investing in entertainment by offering transportation to community events, retail facilities, and healthcare agencies. Good Neighbors: 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. In addition, residents 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 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, Stratford Academy, and Georgia College & State University. Recognition: Carlyle Place is Macon Telegraph's 2020 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 the needs of the homeless population, the residents gathered supplies to be sent to Daybreak and Macon's Warming Center. Social Impact: 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, the 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: making and delivering blankets for older children at The Children's Hospital, Atrium Health Navicent and making sack lunches for Loaves and Fishes ministries, delivered the 4th Tuesday of each month. The nurse in the wellness clinic has partnered with local 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. Carlyle Place is one of the largest virtual practicum sites for Georgia College & State University's Music Therapy Department, offering practicum sessions to the students while also benefitting our residents through therapeutic programming. Service learning opportunities have been created 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. We have 3 interns on staff with us, two working under the music therapist, and one working under social services. 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, Stratford Academy, Tattnall Square Academy, Savannah State University and Georgia College & State University. Volunteer Activities: Staff members and residents 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 Symphony Orchestra, Macon Volunteer Clinic, Middle Georgia State University, Georgia College & State University, Savannah State University, Mount De Sales, Second Baptist Church, and World Vision. The combined number of hours by the residents and staff members of Carlyle Place totaled over 7,000 hours. We had 210 volunteers during FY2020. 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. IT WAS REVIEWED IN DETAIL BY BOTH OUR OUTSIDE TAX ADVISOR (A 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 identified, 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 HE 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 - 200187; NAVICENT HEALTH INC 777 Hemlock Street MSC 111 MACON GA 31201 582149127 PARENT/STRATEIC PLANNING AND FINANCIAL MANAGEMENT GA 501(c)(3) Type III-FI AHNH Georgia Inc false HEALTH SERVICES OF CENTRAL GEORGIA INC 777 Hemlock Street MSC 111 MACON GA 31201 582307485 HEALTHCARE SERVICES GA 501(c)(3) 3 NAVICENT HEALTH INC false MEDICAL CENTER OF GEORGIA INC 777 Hemlock Streeet MSC 111 MACON GA 31201 582149128 HOSPITAL GA 501(c)(3) 3 NAVICENT HEALTH INC false MEDICAL CENTER OF PEACH COUNTY INC 777 Hemlock Street MSC 111 Macon GA 31201 453765471 HOSPITAL GA 501(c)(3) 3 NAVICENT HEALTH INC false NAVICENT HEALTH BALDWIN INC 777 Hemlock Street MSC 111 Macon GA 31201 823914925 HOSPITAL GA 501(c)(3) 3 NAVICENT HEALTH INC false AHNH Georgia Inc PO Box 32861 Charlotte NC 282322861 831707383 Sole Member of Navicent Health NC 501(c)(3) 7 The Charlotte Mecklenburg Hospital Authority false The Charlotte-Mecklenburg Hospital Authority 1000 Blyth Blvd Charlotte NC 28203 560529945 HEALTHCARE SERVICES NC NA false SECURE HEALTH PLANS OF GEORGIA LLC 577 MULBERRY STREET SUITE 1000 MACON GA 31201 582306549 MANAGED CARE GA NA N/A CENTRAL GEORGIA PET LLC 1650 HARDEMAN AVENUE MACON GA 31201 371464470 MEDICAL IMAGING CENTER GA NA N/A Cowles Clinic Realty LLC 1000 Cowles Clinic Way C100 Greensboro GA 30642 810636590 Real Estate GA NA N/A CENTRAL GEORGIA HEALTH VENTURES INC 777 Hemlock Street MSC 111 MACON GA 31201 582164989 HOME CARE SERVICES GA NA C Corporation false Navicent HealthPlan Inc 777 Hemlock Street MSC 111 Macon GA 31201 202467391 Insurance GA NA C Corporation false Centra Professional Indemnity Ltd Self-Insurance CJ NA C Corporation false false false false true true false false false false false false false true false true true true false false