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Nonprofiteer
← NAVICENT HEALTH INC

Form 990 for tax year 2023

Filed by NAVICENT HEALTH INC.

Totals

Total revenue
$150,156,625
Total expenses
$188,064,628
Contributions and grants received
$164,313
Grants paid
$82,190
Program services expenses (Part IX)
$162,629,391
Management and general expenses
$25,435,237
Fundraising expenses
$0
Program service expenses (Part III)
$162,629,391

Program services were 86.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CAROL LOVIN

    BOARD MEMBER

    Total calculated
    $2,554,248
    From this org
    $0
    From related orgs
    $2,247,985
    Other
    $306,263
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,054,136 related
    Bonus
    $0 + $854,186 related
    Other
    $0 + $339,663 related
    Deferred
    $0 + $288,227 related
    Nontaxable benefits
    $0 + $18,036 related
    Filer's total
    $0 + $2,554,248 related

  • DELVECCHIO FINLEY

    PRESIDENT/CEO

    Total calculated
    $2,224,980
    From this org
    $0
    From related orgs
    $2,063,458
    Other
    $161,522
    Hours/week
    5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,039,782 related
    Bonus
    $0 + $932,850 related
    Other
    $0 + $90,826 related
    Deferred
    $0 + $125,981 related
    Nontaxable benefits
    $0 + $35,541 related
    Filer's total
    $0 + $2,224,980 related

  • KENNETH B BANKS

    SEC/CH LEGAL COUNSEL (TO 10/16/23)

    Total calculated
    $1,367,177
    From this org
    $0
    From related orgs
    $1,300,807
    Other
    $66,370
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $359,039 related
    Bonus
    $0 + $164,916 related
    Other
    $0 + $776,852 related
    Deferred
    $0 + $36,012 related
    Nontaxable benefits
    $0 + $30,358 related
    Filer's total
    $0 + $1,367,177 related

  • LUIS FONSECA

    PRES HOSP/CLINICS

    Total calculated
    $859,806
    From this org
    $0
    From related orgs
    $805,474
    Other
    $54,332
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $598,938 related
    Bonus
    $0 + $201,111 related
    Other
    $0 + $5,425 related
    Deferred
    $0 + $31,274 related
    Nontaxable benefits
    $0 + $23,058 related
    Filer's total
    $0 + $859,806 related

  • SANFORD G DUKE MD

    CH CLIN OFF ENTERPRISE SYS

    Total calculated
    $787,522
    From this org
    $0
    From related orgs
    $745,233
    Other
    $42,289
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $539,098 related
    Bonus
    $0 + $176,923 related
    Other
    $0 + $29,212 related
    Deferred
    $0 + $12,427 related
    Nontaxable benefits
    $0 + $29,862 related
    Filer's total
    $0 + $787,522 related

  • VISHAL BHALLA

    CH HR OFF (TO 3/13/23)

    Total calculated
    $676,148
    From this org
    $0
    From related orgs
    $613,246
    Other
    $62,902
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $398,387 related
    Bonus
    $0 + $170,820 related
    Other
    $0 + $44,039 related
    Deferred
    $0 + $37,182 related
    Nontaxable benefits
    $0 + $25,720 related
    Filer's total
    $0 + $676,148 related

  • ROBERT C WILDE

    FORMER OFFICER

    Total calculated
    $529,544
    From this org
    $0
    From related orgs
    $529,544
    Other
    $0
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $56,050 related
    Bonus
    $0 + $118,513 related
    Other
    $0 + $354,981 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $529,544 related

  • KIMBERLY SHREWSBURY

    TREASURER (FR 11/17/22) (FR 11/17/22)

    Total calculated
    $525,101
    From this org
    $0
    From related orgs
    $466,428
    Other
    $58,673
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $372,088 related
    Bonus
    $0
    Other
    $0 + $94,340 related
    Deferred
    $0 + $27,693 related
    Nontaxable benefits
    $0 + $30,980 related
    Filer's total
    $0 + $525,101 related

  • STEPHEN KARON

    PRES STRATUS/TC2

    Total calculated
    $477,023
    From this org
    $0
    From related orgs
    $425,944
    Other
    $51,079
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $322,179 related
    Bonus
    $0 + $98,586 related
    Other
    $0 + $5,179 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $41,179 related
    Filer's total
    $0 + $477,023 related

  • CYNTHIA BUSBEE

    SVP MKT COMM. PUBLIC AFFAI

    Total calculated
    $469,483
    From this org
    $0
    From related orgs
    $422,266
    Other
    $47,217
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $301,921 related
    Bonus
    $0 + $95,311 related
    Other
    $0 + $25,034 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $34,017 related
    Filer's total
    $0 + $469,483 related

  • SARA L LONERGAN

    VP DEPUTY GENERAL COUNSEL

    Total calculated
    $448,569
    From this org
    $0
    From related orgs
    $432,793
    Other
    $15,776
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $314,679 related
    Bonus
    $0 + $93,877 related
    Other
    $0 + $24,237 related
    Deferred
    $0 + $12,888 related
    Nontaxable benefits
    $0 + $2,888 related
    Filer's total
    $0 + $448,569 related

  • ALLISON SCHEETZ MD

    PHYSICIAN

    Total calculated
    $430,402
    From this org
    $0
    From related orgs
    $415,877
    Other
    $14,525
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $413,556 related
    Bonus
    $0
    Other
    $0 + $2,321 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $1,325 related
    Filer's total
    $0 + $430,402 related

  • KATHERINE BOWEN

    VP FINANCE

    Total calculated
    $415,658
    From this org
    $0
    From related orgs
    $371,767
    Other
    $43,891
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $286,074 related
    Bonus
    $0 + $81,418 related
    Other
    $0 + $4,275 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $30,691 related
    Filer's total
    $0 + $415,658 related

  • ELBERT T MCQUEEN

    PRESIDENT/CEO (TO 5/1/23)

    Total calculated
    $376,961
    From this org
    $0
    From related orgs
    $340,453
    Other
    $36,508
    Hours/week
    35 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $128,539 related
    Bonus
    $0 + $111,332 related
    Other
    $0 + $100,582 related
    Deferred
    $0 + $20,665 related
    Nontaxable benefits
    $0 + $15,843 related
    Filer's total
    $0 + $376,961 related

  • NANCY SCROGGINS

    ASSIST SECRETARY

    Total calculated
    $95,493
    From this org
    $0
    From related orgs
    $79,484
    Other
    $16,009
    Hours/week
    5 + 35 related

  • BILL TIFT MD

    BOARD MEMBER (TO 12/31/23)

    Total calculated
    $0
    Hours/week
    1 + 1 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

  • J MARBURY RAINER

    BOARD MEMBER (TO 12/31/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JAYESH PATEL MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOHN D HOUSER

    BOARD MEMBER (TO 12/31/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KIM JOHNSTON MD

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MAC EVERETT

    BOARD MEMBER (TO 12/31/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MARK GROSSNICKLE MD

    BOARD MEMBER (TO 12/31/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • RAY PIPPIN

    BOARD MEMBER (TO 12/31/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • RICK SHACKELFORD

    BOARD MEMBER (TO 12/31/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • RON SHIPMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • RONNIE COLLIER

    BOARD MEMBER (TO 12/31/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • SHEILA RAY

    BOARD MEMBER (TO 4/30/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • STARR PURDUE

    CHAIR (TO 12/31/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • TIMOTHY JACKSON

    BOARD MEMBER

    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 — 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 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 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 96,981 ROBERT C. WILDE 354,981 NON-QUALIFIED DEFERRED COMPENSATION PAYMENTS: DELVECCHIO FINLEY 63,583 KENNETH B. BANKS 73,656

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.

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202413209349301906

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

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