NAVICENT HEALTH FOUNDATION INC Charity Report

Public IRS 990 nonprofit record

NAVICENT HEALTH FOUNDATION INC

EIN 23-7363555 · Public Health (E70)

What they do

NAVICENT HEALTH FOUNDATIONS 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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $60.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders24 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

27.70%of revenue went to mission work60.5% of expenses · Program services

8.55%of revenue went to fundraising18.7% of expenses

$45.76spent for every $100 of revenueRevenue covered expenses this year.

9.51%of revenue went to management and office costs20.8% of expenses

$22.14in assets for every $1 spent this yearSome assets cannot be spent right away.

20.6%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $166,316 for MACEY TERRELL (PRESIDENT &). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$11,315,433

Mission workProgram services$3,134,26927.70% of revenue60.5% of expenses

ManagementOffice and general costs$1,076,5599.51% of revenue20.8% of expenses

FundraisingAsking for donations$967,6128.55% of revenue18.7% of expenses

Revenue left after expensesReported annual surplus$6,136,99354.24% of revenueShown in gray on the chart

Total expenses$5,178,44045.76% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 60.5% mission · 20.8% management · 18.7% fundraisingTotal expenses: 45.76% of revenue

2023Expense mix: 56.6% mission · 20.4% management · 23.0% fundraisingTotal expenses: 89.12% of revenue

2022Expense mix: 58.5% mission · 22.3% management · 19.2% fundraisingTotal expenses: 70.27% of revenue

2021Expense mix: 62.9% mission · 23.2% management · 13.9% fundraisingTotal expenses: 34.19% of revenue

2020Expense mix: 67.2% mission · 32.8% management · 0.0% fundraisingTotal expenses: 96.35% of revenue

2019Expense mix: 91.8% mission · 8.2% management · 0.0% fundraisingTotal expenses: 202.69% of revenue

2017Expense mix: 90.3% mission · 9.7% management · 0.0% fundraisingTotal expenses: 88.22% of revenue

2016Expense mix: 36.2% mission · 58.5% management · 5.4% fundraisingTotal expenses: 15.36% of revenue

Money in and money out

Revenue$11,315,433

Expenses$5,178,440

Annual surplus $6,136,993 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$3,134,269 · 60.5% of expenses

Management and office costs$1,076,559 · 20.8% of expenses

Fundraising$967,612 · 18.7% of expenses

See all reported dollar amounts

Revenue$11,315,433

Expenses$5,178,440

Assets$114,656,878

Income$49,495,681

Contributions$2,330,523

Mission work (program services)$3,134,269

Fundraising$967,612

Grants given$52,201,859

Average grant$305,274

Management and general$1,076,559

Executive compensation (total)$298,114

Stocks and bonds$74,472,719

Investing fees$571,729

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

MACEY TERRELLPRESIDENT & · 40 hrs/week $166,316

SHAWN KELLYCFO · 40 hrs/week $129,930

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (24)

MACEY TERRELLPRESIDENT &

SHAWN KELLYCFO

FRED GATON MDCHAIR

TORI STEWARTBOARD MEMBER

TOM GIBBONSBOARD MEMBER

ROBERT FORD MDBOARD MEMBER

RHONDA PERRYBOARD MEMBER

OBI OKORO MDBOARD MEMBER

MITCH RODRIGUEZ MDBOARD MEMBER

MARK S WATSONSECRETARY

IVAN ALLENBOARD MEMBER

GENE BATTLES MDBOARD MEMBER

AMY MALEYBOARD MEMBER

EDDIE BETCHER MDBOARD MEMBER

DENNIS ASHLEY MDBOARD MEMBER

DELVECCHIO FINLEYBOARD MEMBER

DANNY GIBSONBOARD MEMBER

CLINT HARPERBOARD MEMBER

CHRISTINA OBRIENBOARD MEMBER

CHRIS SHERIDANBOARD MEMBER

CHRIS BOLLESVICE CHAIR

CHARLES OLSENBOARD MEMBER

CAL HAYSTREASURER

ANDY JONESBOARD MEMBER

About this charity

Recognized since: January 1974
Location: 3330 NORTHSIDE DR STE 100, MACON, GA 31210-2549
County: Bibb
In care of: SHAWN KELLY
Primary officer: SHAWN KELLY, CFO

How to reach them

WebsiteVisit the charity’s website Phone(478) 633-7388

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: MCNAIR MCLEMORE MIDDLEBROOKS & CO LLC
NTEE classification: Public Health (E70)
IRS tax category: Public Health
Grant-giving organization: Yes