Skip to content
Nonprofiteer
← NAVICENT HEALTH FOUNDATION INC

Form 990 for tax year 2024

Filed by NAVICENT HEALTH FOUNDATION INC.

Totals

Total revenue
$11,315,433
Total expenses
$5,178,440
Contributions and grants received
$2,330,523
Grants paid
$3,134,269
Program service revenue
$0
Investment income
$9,032,319
Other revenue
-$47,409
Total assets, end of year
$114,656,878
Total liabilities, end of year
$2,274,274
Net assets or fund balances, end of year
$112,382,604
Program services expenses (Part IX)
$3,134,269
Management and general expenses
$1,076,559
Fundraising expenses
$967,612
Program service expenses (Part III)
$3,134,269

Program services were 60.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MACEY TERRELL

    PRESIDENT &

    Total calculated
    $166,316
    From this org
    $166,316
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,316
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $166,316

  • SHAWN KELLY

    CFO

    Total calculated
    $129,930
    From this org
    $129,930
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • IVAN ALLEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHRIS BOLLES

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DELVECCHIO FINLEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TOM GIBBONS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DANNY GIBSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CLINT HARPER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CAL HAYS

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • ANDY JONES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • EDDIE BETCHER MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • AMY MALEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DENNIS ASHLEY MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • FRED GATON MD

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • GENE BATTLES MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MITCH RODRIGUEZ MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • OBI OKORO MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ROBERT FORD MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHRISTINA O'BRIEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHARLES OLSEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RHONDA PERRY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHRIS SHERIDAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TORI STEWART

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARK S WATSON

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2024
Filed
15 October 2025
IRS schema version
2024v5.0
Source object
202532949349300048

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.