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Nonprofiteer
← SOUTHERN HEALTH PLAN INC

Form 990 for tax year 2022

Filed by SOUTHERN HEALTH PLAN INC.

Totals

Total revenue
$968,056
Total expenses
$671,127
Contributions and grants received
$0
Grants paid
$576,145
Program service revenue
$0
Investment income
$968,056
Other revenue
$0
Total assets, end of year
$11,477,824
Total liabilities, end of year
$12,604
Net assets or fund balances, end of year
$11,465,220
Program services expenses (Part IX)
$576,145
Management and general expenses
$94,982
Fundraising expenses
$0
Program service expenses (Part III)
$576,145

Program services were 85.8% 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.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $213,308 · excluded $213,308

  • 7a · Gross sales of assets other than inventory

    securities $3,988,631

  • 7b · Less cost or other basis and sales expenses

    securities $3,233,883

  • 7c · Gain or loss

    securities $754,748

  • 7d · Net gain or loss

    total $754,748 · excluded $754,748

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $576,145 · program services $576,145

  • 11c · Fees: accounting

    total $20,770 · management and general $20,770

  • 11f · Fees: investment management

    total $23,667 · management and general $23,667

  • 24a · Other expenses: ADMINISTRATIVE EXPENSES

    total $50,024 · management and general $50,024

  • 24b · Other expenses: NATIONAL ASSOC. DUES

    total $500 · management and general $500

  • 24c · Other expenses: TAXES AND LICENSES

    total $21 · management and general $21

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $65,679 · end of year $121,157

  • 2 · Savings and temporary cash investments

    beginning of year $225,414 · end of year $1,604,970

  • 11 · Investments: publicly traded securities

    beginning of year $12,209,939 · end of year $9,746,193

  • 12 · Investments: other securities

    beginning of year $1,931,528 · end of year $0

  • 15 · Other assets

    beginning of year $9 · end of year $5,504

  • 25 · Other liabilities

    beginning of year $9,809 · end of year $12,604

  • 27 · Net assets without donor restrictions

    beginning of year $14,422,760 · end of year $11,465,220

Mission and programs · 2022

Mission

TO SUPPORT THE COMMUNITIES WE SERVE EMPHASIZING HEALTHY LIVING AND QUALITY OF LIFE.

Activities or mission (Part I)

SEE PART III, LINE 4A FOR DESCRIPTION.

  • SEE SCH O FORM 990, PART III, LINE 4A FOR DESCRIPTION.THE COMPANY SUPPORTED PROGRAMS THAT PROMOTE ACCESS TO HEALTH CARE SERVICES AND HEALTH EDUCATION.THE COMPANY SUPPORTED PROGRAMS THAT PROMOTE WELLNESS AND ILLNESS PREVENTION, AS WELL AS EFFECTIVE, EFFICIENT DISEASE MANAGEMENT.THE COMPANY SUPPORTED PROGRAMS FOR ALL LEVELS OF EDUCATION THUS BUILDING A COMPETENT WORKFORCE AND PROSPEROUS ECONOMY.THE COMPANY SUPPORTED EVENTS AND PROGRAMS THAT EMPHASIZE ECONOMIC AND COMMUNITY DEVELOPMENT.THE COMPANY DEMONSTRATED EXCELLENT CORPORATE CITIZENSHIP AND COMMITMENT TO TENNESSEANS, WITH THE PRIORITY TO SUPPORT THE COMMUNITIES IT SERVED, EMPHASIZING HEALTHY LIVING, HEALTH CARE ACCESS AND QUALITY OF LIFE.

    Expenses $576,145 · Grants $576,145

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Andrea Willis MD

    BOARD MEMBER

    Total calculated
    $946,606
    From this org
    $0
    From related orgs
    $876,197
    Other
    $70,409
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $449,354 related
    Bonus
    $0 + $420,545 related
    Other
    $0 + $6,298 related
    Deferred
    $0 + $48,853 related
    Nontaxable benefits
    $0 + $21,556 related
    Filer's total
    $0 + $946,606 related

  • Dalya Qualls White

    CHAIRPERSON & PRESIDENT

    Total calculated
    $462,625
    From this org
    $0
    From related orgs
    $404,222
    Other
    $58,403
    Hours/week
    2 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $291,610 related
    Bonus
    $0 + $109,485 related
    Other
    $0 + $3,127 related
    Deferred
    $0 + $28,831 related
    Nontaxable benefits
    $0 + $29,572 related
    Filer's total
    $0 + $462,625 related

  • John Maki

    BOARD MEMBER

    Total calculated
    $816,303
    From this org
    $0
    From related orgs
    $752,530
    Other
    $63,773
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $397,692 related
    Bonus
    $0 + $349,123 related
    Other
    $0 + $5,715 related
    Deferred
    $0 + $45,203 related
    Nontaxable benefits
    $0 + $18,570 related
    Filer's total
    $0 + $816,303 related

  • Kristy White

    ASSISTANT SECRETARY

    Total calculated
    $106,645
    From this org
    $0
    From related orgs
    $89,760
    Other
    $16,885
    Hours/week
    0.5 + 44.5 related

  • Dennis Culver

    TREASURER (THROUGH 09/22)

    Total calculated
    $585,646
    From this org
    $0
    From related orgs
    $527,164
    Other
    $58,482
    Hours/week
    1.5 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $279,401 related
    Bonus
    $0 + $241,229 related
    Other
    $0 + $6,534 related
    Deferred
    $0 + $29,568 related
    Nontaxable benefits
    $0 + $28,914 related
    Filer's total
    $0 + $585,646 related

  • Jill Langston

    SECRETARY

    Total calculated
    $191,923
    From this org
    $0
    From related orgs
    $161,652
    Other
    $30,271
    Hours/week
    0.5 + 44.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $133,260 related
    Bonus
    $0 + $25,542 related
    Other
    $0 + $2,850 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $18,051 related
    Filer's total
    $0 + $191,923 related

  • Mandy Savage

    ASSISTANT TREASURER

    Total calculated
    $306,511
    From this org
    $0
    From related orgs
    $264,522
    Other
    $41,989
    Hours/week
    0.5 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $196,486 related
    Bonus
    $0 + $65,810 related
    Other
    $0 + $2,226 related
    Deferred
    $0 + $19,805 related
    Nontaxable benefits
    $0 + $22,184 related
    Filer's total
    $0 + $306,511 related

  • Daniel Gregory

    CFO

    Total calculated
    $320,535
    From this org
    $0
    From related orgs
    $292,563
    Other
    $27,972
    Hours/week
    1.5 + 44.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $229,978 related
    Bonus
    $0 + $61,380 related
    Other
    $0 + $1,205 related
    Deferred
    $0 + $21,931 related
    Nontaxable benefits
    $0 + $6,041 related
    Filer's total
    $0 + $320,535 related

  • David Criswell

    TREASURER

    Total calculated
    $475,215
    From this org
    $0
    From related orgs
    $435,816
    Other
    $39,399
    Hours/week
    1.5 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $263,062 related
    Bonus
    $0 + $169,748 related
    Other
    $0 + $3,006 related
    Deferred
    $0 + $27,412 related
    Nontaxable benefits
    $0 + $11,987 related
    Filer's total
    $0 + $475,215 related

  • Roy Vaughn

    FORMER CHAIRPERSON, PRESIDENT

    Total calculated
    $1,071,184
    From this org
    $0
    From related orgs
    $994,227
    Other
    $76,957
    Hours/week
    2 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $458,212 related
    Bonus
    $0 + $526,486 related
    Other
    $0 + $9,529 related
    Deferred
    $0 + $51,890 related
    Nontaxable benefits
    $0 + $25,067 related
    Filer's total
    $0 + $1,071,184 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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, LINE 4B
LISTED BELOW ARE THE COMPENSATED OFFICERS, AND KEY EMPLOYEES OF THE RELATED ORGANIZATION WHO ARE INCLUDED IN THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN OF THE RELATED ORGANIZATION BCBST: ANDREA WILLIS (SERP) $25,978 E DENNIS CULVER (SERP) $6,693 JOHN MAKI (SERP) $22,328 DALYA QUALLS WHITE (SERP) $5,956 DAVID CRISWELL (SERP) $4,537 ROY VAUGHN (SERP) $29,015

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.

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.

  • TENNESSEE HEALTH FOUNDATION INC

    501(C)(3) · CHARITABLE GRANT MAKING · TN

    Directly controlled by BCBST

  • BLUECROSS BLUESHIELD OF TENNESSEE POLITICAL ACTION COMMITTEE

    527 · FEDERAL POLITICAL ORGANIZATION · TN

    Directly controlled by BCBST

  • BLUE CROSS BLUE SHIELD OF TENNESSEE POLITICAL ACTION COMMITTEE

    527 · TENNESSEE POLITICAL ORGANIZATION · TN

    Directly controlled by BCBST

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.

Related corporations and trusts

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

  • BLUECROSS BLUESHIELD OF TENNESSEE (BCBST)

    C · HEALTH INSURANCE · TN

  • GOLDEN SECURITY INSURANCE COMPANY

    C · STOP-LOSS INSURANCE · TN

  • VOLUNTEER STATE HEALTH PLAN

    C · HEALTH MAINTENANCE · TN

  • GROUP INSURANCE SERVICES

    C · INSURANCE BROKER · TN

  • SOUTHERN DIVERSIFIED BUSINESS

    C · HOLDING COMPANY · TN

  • RIVERBEND GOVERNMENT BENEFIT

    C · 3RD PARTY ADMIN · TN

  • RIVERTRUST SOLUTIONS INC

    C · MEDICARE APPEALS · TN

  • SECURITYCARE OF TENNESSEE INC

    C · HMO · TN

  • SHARED HEALTH INC

    C · MEDICAID SERVICES CONSULTING · TN

  • BENEVIVE INC

    C · HOLDING COMPANY · TN

  • SHARED HEALTH MISSISSIPPI INC

    C · DIRECT HEALTH AND MEDICAL · MS

  • RIVERBEND RISK SOLUTIONS INC

    C · CAPTIVE INSURANCE · TN

  • SHARED HEALTH GEORGIA INC

    C · DIRECT HEALTH AND MEDICAL · GA

Provenance

Return type
form_990
Tax year
2022
Filed
26 October 2023
IRS schema version
2022v5.0
Source object
202323109349301312

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