Nonprofit · EIN 23-7363555
NAVICENT HEALTH FOUNDATION INC
Tax-exempt · MACON, GA 31210
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $11,315,433 | $5,178,440 | $6,136,993 | $114,656,878 | $2,274,274 | $112,382,604 |
| December 31, 2023 | 990 | $5,961,086 | $5,312,482 | $648,604 | $109,386,939 | $3,702,927 | $105,684,012 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,330,523
- Program service revenue
- $0
- Investment income
- $9,032,319
- Net gain from sales of assets
- $6,886,923
- Net income from fundraising events
- $61,453
- Other revenue
- -$47,409
Expenses
- Grants and similar amounts paid
- $3,134,269
- Other salaries and wages
- $677,851
- Salaries, compensation and benefits (total)
- $833,434
- Professional fundraising fees
- $0
- Occupancy
- $81,502
- Depreciation
- $9,743
- Program services (functional)
- $3,134,269
- Management and general (functional)
- $1,076,559
- Fundraising (functional)
- $967,612
Balance sheet and other
- Total assets, start of year
- $109,386,939
- Total assets, end of year
- $114,656,878
- Total liabilities, end of year
- $2,274,274
- Net assets, end of year
- $112,382,604
- Land, buildings and equipment
- $153,685
- Publicly traded securities
- $74,472,719
- Net assets without donor restrictions
- $9,173,096
- Net assets with donor restrictions
- $103,209,508
- Gross unrelated business income
- -$108,862
- Gross receipts
- $49,495,681
- Employees
- 8
- Volunteers
- 74
- Year formed
- 1973
- State of legal domicile
- GA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MACEY TERRELL | PRESIDENT & Trustee or director, Officer | 40 | $166,316 |
| SHAWN KELLY | CFO Officer | 40 | $129,930 |
| IVAN ALLEN | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRIS BOLLES | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| DELVECCHIO FINLEY | BOARD MEMBER Trustee or director | 1 | $0 |
| TOM GIBBONS | BOARD MEMBER Trustee or director | 1 | $0 |
| DANNY GIBSON | BOARD MEMBER Trustee or director | 1 | $0 |
| CLINT HARPER | BOARD MEMBER Trustee or director | 1 | $0 |
| CAL HAYS | TREASURER Trustee or director, Officer | 1 | $0 |
| ANDY JONES | BOARD MEMBER Trustee or director | 1 | $0 |
| EDDIE BETCHER MD | BOARD MEMBER Trustee or director | 1 | $0 |
| AMY MALEY | BOARD MEMBER Trustee or director | 1 | $0 |
| DENNIS ASHLEY MD | BOARD MEMBER Trustee or director | 1 | $0 |
| FRED GATON MD | CHAIR Trustee or director, Officer | 1 | $0 |
| GENE BATTLES MD | BOARD MEMBER Trustee or director | 1 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MITCH RODRIGUEZ MD | BOARD MEMBER Trustee or director | 1 | $0 |
| OBI OKORO MD | BOARD MEMBER Trustee or director | 1 | $0 |
| ROBERT FORD MD | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRISTINA O'BRIEN | BOARD MEMBER Trustee or director | 1 | $0 |
| CHARLES OLSEN | BOARD MEMBER Trustee or director | 1 | $0 |
| RHONDA PERRY | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRIS SHERIDAN | BOARD MEMBER Trustee or director | 1 | $0 |
| TORI STEWART | BOARD MEMBER Trustee or director | 1 | $0 |
| MARK S WATSON | SECRETARY Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2023: 29 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELLEN JOHNSON | CEO Trustee or director, Officer | 40 | $425,636 |
| SHAWN KELLY | CFO Officer | 40 | $115,856 |
| MACEY TERRELL | VICE PRESIDE Trustee or director | 1 | $107,641 |
| IVAN ALLEN | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRIS BOLLES | BOARD MEMBER Trustee or director | 1 | $0 |
| DELVECCHIO FINLEY | BOARD MEMBER Trustee or director | 1 | $0 |
| TOM GIBBONS | BOARD MEMBER Trustee or director | 1 | $0 |
| DANNY GIBSON | BOARD MEMBER Trustee or director | 1 | $0 |
| CLINT HARPER | BOARD MEMBER Trustee or director | 1 | $0 |
| CAL HAYS | TREASURER Trustee or director, Officer | 1 | $0 |
| ANDY JONES | BOARD MEMBER Trustee or director | 1 | $0 |
| EDDIE BETCHER MD | BOARD MEMBER Trustee or director | 1 | $0 |
| AMY MALEY | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| DENNIS ASHLEY MD | BOARD MEMBER Trustee or director | 1 | $0 |
| FRED GATON MD | CHAIR Trustee or director, Officer | 1 | $0 |
| GENE BATTLES MD | BOARD MEMBER Trustee or director | 1 | $0 |
| MITCH RODRIGUEZ MD | BOARD MEMBER Trustee or director | 1 | $0 |
| OBI OKORO MD | BOARD MEMBER Trustee or director | 1 | $0 |
| ROBERT FORD MD | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRISTINA O'BRIEN | BOARD MEMBER Trustee or director | 1 | $0 |
| CHARLES OLSEN | BOARD MEMBER Trustee or director | 1 | $0 |
| RHONDA PERRY | BOARD MEMBER Trustee or director | 1 | $0 |
| PINK PERSONS | BOARD MEMBER Trustee or director | 1 | $0 |
| SUE SANDA | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRIS SHERIDAN | BOARD MEMBER Trustee or director | 1 | $0 |
| KAREN SMITH | BOARD MEMBER Trustee or director | 1 | $0 |
| TORI STEWART | BOARD MEMBER Trustee or director | 1 | $0 |
| MARK S WATSON | BOARD MEMBER Trustee or director | 1 | $0 |
| KENNETH B BANKS | CORPORATE SE Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3330 NORTHSIDE DR STE 100, MACON, GA 31210-2549
- Principal officer (990 for 2024)
- SHAWN KELLY, 3330 NORTHSIDE DRIVE SUITE 100, MACON, GA 31210
- Signed the 990
- SHAWN KELLY, CFO
- Phone
- (478) 633-7388
- Return prepared by
- MCNAIR MCLEMORE MIDDLEBROOKS & CO LLC
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.
Program accomplishments
- 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.Expenses $3,134,269 · grants $3,134,269
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7363555
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1974
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E70)
- Assets (IRS master file)
- $114,656,878
- Income (IRS master file)
- $49,495,681
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $11,315,433 | $5,178,440 | $114,656,878 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $5,961,086 | $5,312,482 | $109,386,939 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $6,737,690 | $4,734,671 | $104,117,195 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7363555).
Questions about NAVICENT HEALTH FOUNDATION INC
- What is the EIN of NAVICENT HEALTH FOUNDATION INC?
- The employer identification number (EIN) of NAVICENT HEALTH FOUNDATION INC is 23-7363555.
- Is NAVICENT HEALTH FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to NAVICENT HEALTH FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NAVICENT HEALTH FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NAVICENT HEALTH FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NAVICENT HEALTH FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of NAVICENT HEALTH FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names SHAWN KELLY.
- Who are the officers and directors of NAVICENT HEALTH FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 24 people; 2 received compensation from the organization, the highest $166,316 (MACEY TERRELL, PRESIDENT &).
- How much revenue does NAVICENT HEALTH FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $11,315,433, expenses of $5,178,440 and total assets of $114,656,878 at year end.
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