Form 990 for tax year 2023

Totals

Total revenue

$21,728,435

Total expenses

$21,991,212

Contributions and grants received

$0

Grants paid

$0

Program service revenue

$18,264,478

Investment income

$3,441,182

Other revenue

$22,775

Total assets, end of year

$131,728,381

Total liabilities, end of year

$78,944,498

Net assets or fund balances, end of year

$52,783,883

Program services expenses (Part IX)

$17,945,200

Management and general expenses

$4,046,012

Fundraising expenses

$0

Program service expenses (Part III)

$17,945,200

Program services were 81.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2023

• 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. --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. APPROXIMATELY, 4,165 HOURS WERE EXPENDED IN SOCIAL ACCOUNTABILITY PROJECTS AND EVENTS. THE IMPACT OF NON-QUANTIFIABLE CONTRIBUTIONS CARLYLE PLACE HAS ON THE GREATER MIDDLE GEORGIA AREA CAN BE SUBDIVIDED INTO THE FOLLOWING EIGHT AREAS: ADVOCACY, COMMUNITY INVOLVEMENT, CONDUIT FOR USING DONATIONS, ECONOMIC IMPACT, GOOD NEIGHBORS, RESPONDING TO NEEDS, SOCIAL IMPACT, AND VOLUNTEER ACTIVITIES. THE FOLLOWING NARRATIVE DESCRIBES THE PROGRAMS AND VOLUNTEERISM OF OUR RESIDENTS AND STAFF MEMBERS CONTRIBUTING TO THESE AREAS.-- ADVOCACY: CARLYLE PLACE OFFERS VOLUNTEER HOURS TO 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: CARLYLE PLACE OFFERS OPPORTUNITIES FOR THE RESIDENTS, STAFF AND MEMBERS OF THE COMMUNITY TO PARTICIPATE IN QUARTERLY PROJECTS. EACH OF THE PROJECTS 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. SEVERAL YEARS AGO, A RESIDENT ASSISTANCE FUND WAS ESTABLISHED TO RECEIVE MEMORIAL AND HONORARIUM DONATIONS ON BEHALF OF OUR RESIDENTS. THE FUND HAS GROWN TO THE POINT THAT WE WERE ABLE TO PROVIDE ONGOING FINANCIAL ASSISTANCE TO SOME OF OUR RESIDENTS WHO HAVE OUTLIVED THEIR FINANCIAL RESOURCES.-- ECONOMIC IMPACT: CARLYLE PLACE, BEING A LIFE PLAN COMMUNITY, 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 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 FROM SOME OF THE RESIDENCES 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 DAY SCHOOL, NORTH MACON PRESBYTERIAN DAY SCHOOL, NORTHWAY CHURCH PRESCHOOL, SONNY CARTER, STRATFORD ACADEMY, MERCER UNIVERSITY, AND GEORGIA COLLEGE & STATE UNIVERSITY. -- 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.

  Expenses $17,945,200 · Revenue $18,264,478

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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

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

No itemized grants to organizations 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.

• THE MEDICAL CENTER OF PEACH COUNTY INC

  501(C)(3) · HEALTHCARE · GA

  Directly controlled by NAVICENT HEALTH INC

• HEALTH SERVICES OF CENTRAL GEORGIA INC

  501(C)(3) · HEALTHCARE · GA

  Directly controlled by NAVICENT HEALTH INC

• MEDICAL CENTER OF CENTRAL GEORGIA INC

  501(C)(3) · HEALTHCARE · GA

  Directly controlled by NAVICENT HEALTH INC

• NAVICENT HEALTH INC

  501(C)(3) · HEALTHCARE · GA

  Directly controlled by AH GEORGIA INC

• NAVICENT HEALTH BALDWIN INC

  501(C)(3) · HEALTHCARE · GA

  Directly controlled by NAVICENT HEALTH INC

• AH GEORGIA INC

  501(C)(3) · HOLDING COMPANY · NC

  Directly controlled by THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY

• THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY

  NC POLITICAL SUBDIVI · HEALTHCARE · NC

• FLOYD HEALTHCARE MANAGEMENT INC

  501(C)(3) · HEALTHCARE · GA

  Directly controlled by AH GEORGIA INC

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.

Provenance

Return type

form_990

Tax year

2023

Filed

14 November 2024

IRS schema version

2023v5.1

Source object

202403209349301905

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