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Nonprofiteer
← NAVICENT HEALTH INC

Form 990 for tax year 2024

Filed by NAVICENT HEALTH INC.

Totals

Total revenue
$153,283,020
Total expenses
$216,615,017
Contributions and grants received
$665,137
Grants paid
$127,250
Program service revenue
$150,277,346
Investment income
$1,712,566
Other revenue
$627,971
Total assets, end of year
$242,022,002
Total liabilities, end of year
$331,170,883
Net assets or fund balances, end of year
-$89,148,881
Program services expenses (Part IX)
$190,055,084
Management and general expenses
$26,559,933
Fundraising expenses
$0
Program service expenses (Part III)
$190,055,084

Program services were 87.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • WOODS MD JOHN

    CHIEF OF STAFF

    Total calculated
    $0
    Hours/week
    1

  • CAROL A LOVIN

    FORMER DIRECTOR

    Total calculated
    $3,881,370
    From this org
    $0
    From related orgs
    $3,476,868
    Other
    $404,502
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $1,163,466 related
    Bonus
    $0 + $1,951,658 related
    Other
    $0 + $361,744 related
    Deferred
    $0 + $387,150 related
    Nontaxable benefits
    $0 + $17,352 related
    Filer's total
    $0 + $3,881,370 related

  • DELVECCHIO FINLEY

    PRESIDENT/CEO

    Total calculated
    $2,542,256
    From this org
    $0
    From related orgs
    $2,366,516
    Other
    $175,740
    Hours/week
    5 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,178,066 related
    Bonus
    $0 + $1,018,122 related
    Other
    $0 + $170,328 related
    Deferred
    $0 + $134,082 related
    Nontaxable benefits
    $0 + $41,658 related
    Filer's total
    $0 + $2,542,256 related

  • ERIN SNYDER

    SEC/CH LEGAL COUNSEL

    Total calculated
    $1,020,680
    From this org
    $0
    From related orgs
    $920,296
    Other
    $100,384
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $524,733 related
    Bonus
    $0 + $347,626 related
    Other
    $0 + $47,937 related
    Deferred
    $0 + $67,405 related
    Nontaxable benefits
    $0 + $32,979 related
    Filer's total
    $0 + $1,020,680 related

  • VISHAL BHALLA

    CH HR OFF

    Total calculated
    $874,291
    From this org
    $0
    From related orgs
    $831,204
    Other
    $43,087
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $280,317 related
    Bonus
    $0 + $300,878 related
    Other
    $0 + $250,009 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $29,287 related
    Filer's total
    $0 + $874,291 related

  • SANFORD G DUKE MD

    CHIEF CLINICAL OFFICER ENTERPRISE CLINICAL SYSTEMS

    Total calculated
    $888,889
    From this org
    $0
    From related orgs
    $847,912
    Other
    $40,977
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $564,401 related
    Bonus
    $0 + $238,072 related
    Other
    $0 + $45,439 related
    Deferred
    $0 + $12,938 related
    Nontaxable benefits
    $0 + $28,039 related
    Filer's total
    $0 + $888,889 related

  • KENNETH B BANKS

    SEC/CH LEGAL COUNSEL (TO 10/2023)

    Total calculated
    $774,364
    From this org
    $0
    From related orgs
    $774,364
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $143,987 related
    Other
    $0 + $630,377 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $774,364 related

  • KIMBERLY SHREWSBURY

    TREASURER

    Total calculated
    $754,580
    From this org
    $0
    From related orgs
    $673,324
    Other
    $81,256
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $400,832 related
    Bonus
    $0 + $229,998 related
    Other
    $0 + $42,494 related
    Deferred
    $0 + $46,946 related
    Nontaxable benefits
    $0 + $34,310 related
    Filer's total
    $0 + $754,580 related

  • LUIS FONSECA

    COO CENRAL/SOUTH GA

    Total calculated
    $578,686
    From this org
    $0
    From related orgs
    $566,298
    Other
    $12,388
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $217,924 related
    Bonus
    $0 + $242,148 related
    Other
    $0 + $106,226 related
    Deferred
    $0 + $4,844 related
    Nontaxable benefits
    $0 + $7,544 related
    Filer's total
    $0 + $578,686 related

  • CYNTHIA BUSBEE

    SVP MKT COMMUNICATIONS PUBLIC AFFAIRS & COMMUNITY

    Total calculated
    $497,238
    From this org
    $0
    From related orgs
    $463,281
    Other
    $33,957
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $296,195 related
    Bonus
    $0 + $124,332 related
    Other
    $0 + $42,754 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $20,157 related
    Filer's total
    $0 + $497,238 related

  • SARA L LONERGAN

    VP DEPUTY GENERAL COUNSEL

    Total calculated
    $493,766
    From this org
    $0
    From related orgs
    $479,812
    Other
    $13,954
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $312,198 related
    Bonus
    $0 + $117,478 related
    Other
    $0 + $50,136 related
    Deferred
    $0 + $13,274 related
    Nontaxable benefits
    $0 + $680 related
    Filer's total
    $0 + $493,766 related

  • KATHERINE BOWEN

    VP FINANCE

    Total calculated
    $431,639
    From this org
    $0
    From related orgs
    $393,903
    Other
    $37,736
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $270,193 related
    Bonus
    $0 + $99,148 related
    Other
    $0 + $24,562 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $23,936 related
    Filer's total
    $0 + $431,639 related

  • GENEEN RANSAW

    AVP HR OPERATIONS & DEI

    Total calculated
    $428,196
    From this org
    $0
    From related orgs
    $396,409
    Other
    $31,787
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $281,680 related
    Bonus
    $0 + $110,507 related
    Other
    $0 + $4,222 related
    Deferred
    $0 + $12,468 related
    Nontaxable benefits
    $0 + $19,319 related
    Filer's total
    $0 + $428,196 related

  • ALLISON SCHEETZ MD

    PHYSICIAN

    Total calculated
    $414,875
    From this org
    $0
    From related orgs
    $402,106
    Other
    $12,769
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $399,830 related
    Bonus
    $0
    Other
    $0 + $2,276 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + -$1,031 related
    Filer's total
    $0 + $414,875 related

  • NANCY SCROGGINS

    ASSISTANT SECRETARY

    Total calculated
    $92,729
    From this org
    $0
    From related orgs
    $77,935
    Other
    $14,794
    Hours/week
    5 + 35 related

  • DAVID DANZIE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • HENRY KOPLIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JACKSON TIMOTHY

    BOARD MEMBER (TO 12/31/24)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KIM JOHNSTON MD

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • WIMBERLY TREADWELL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINES 4A-B
CERTAIN DIRECTORS, OFFICERS, AND/OR KEY EMPLOYEES OF THE FILING ORGANIZATION PARTICIPATED IN AND/OR RECEIVED PAYMENTS FROM A NON-QUALIFIED DEFERRED COMPENSATION PLAN (RESTORATION OR SERP) AND/OR RECEIVED PAYMENTS FOR SEVERANCE. THE DETERMINATION OF THE PAYMENT AMOUNT FROM NON-QUALIFIED DEFERRED COMPENSATION PLANS FOLLOWED THE EMPLOYMENT ORGANIZATION'S COMPENSATION PROCEDURES. THE FOLLOWING DIRECTORS, OFFICERS, AND/OR KEY EMPLOYEES RECEIVED PAYMENTS FOR SEVERANCE AND/OR PAYMENTS FROM NON-QUALIFIED DEFERRED COMPENSATION PLANS DURING THE CURRENT TAX YEAR: SEVERANCE PAYMENTS: KENNETH B. BANKS 630,377 VISHAL BHALLA 192,598 NON-QUALIFIED DEFERRED COMPENSATION PAYMENTS: CAROL A. LOVIN 359,550 DELVECCHIO S. FINLEY 109,932 ERIN SNYDER 42,388 KIMBERLY SHREWSBURY 23,152

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • SECURE HEALTH PLANS OF GEORGIA LLC

    RELATED · INSURANCE · GA · 50.39% owned · share of income $255,349 · share of assets $3,553,828

    Directly controlled by NAVICENT HEALTH INC

  • CENTRAL GEORGIA PET LLC

    HEALTHCARE · GA

  • COWLES CLINIC REALTY LLC

    RELATED · REAL ESTATE · GA · 51% owned · share of income $48,087 · share of assets $5,098,343

    Directly controlled by NAVICENT HEALTH INC

  • MACON OUTPATIENT SURGERY LLC

    RELATED · HEALTHCARE · GA · 51% owned · share of income $3,840,032 · share of assets $791,668

    Directly controlled by NAVICENT HEALTH INC

  • NAVICENT HOLDING LLC

    RELATED · HOLDING CO. · GA · 99.98% owned · share of assets $4,075,000

    Directly controlled by NAVICENT HEALTH INC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2024
Filed
16 November 2025
IRS schema version
2024v5.2
Source object
202543219349300849

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