Skip to content
Nonprofiteer
← SOUTHERN HEALTH PLAN INC

Form 990 for tax year 2024

Filed by SOUTHERN HEALTH PLAN INC.

Totals

Total revenue
$751,088
Total expenses
$499,623
Contributions and grants received
$0
Grants paid
$413,605
Program service revenue
$0
Investment income
$751,088
Other revenue
$0
Total assets, end of year
$14,699,940
Total liabilities, end of year
$14,396
Net assets or fund balances, end of year
$14,685,544
Program services expenses (Part IX)
$413,605
Management and general expenses
$86,018
Fundraising expenses
$0
Program service expenses (Part III)
$413,605

Program services were 82.8% 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 $323,330 · excluded $323,330

  • 7a · Gross sales of assets other than inventory

    securities $1,604,450

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

    securities $1,176,692

  • 7c · Gain or loss

    securities $427,758

  • 7d · Net gain or loss

    total $427,758 · excluded $427,758

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $413,605 · program services $413,605

  • 11c · Fees: accounting

    total $11,700 · management and general $11,700

  • 11f · Fees: investment management

    total $11,107 · management and general $11,107

  • 24a · Other expenses: ADMINISTRATIVE EXPENSES

    total $61,666 · management and general $61,666

  • 24b · Other expenses: PROGRAM SUPPLIES

    total $1,045 · management and general $1,045

  • 24c · Other expenses: MISCELLANEOUS EXPENSES

    total $500 · management and general $500

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $51,063 · end of year $12,607

  • 2 · Savings and temporary cash investments

    beginning of year $82,156 · end of year $170,600

  • 11 · Investments: publicly traded securities

    beginning of year $12,862,435 · end of year $14,516,181

  • 15 · Other assets

    beginning of year $16,500 · end of year $552

  • 17 · Accounts payable and accrued expenses

    end of year $225

  • 25 · Other liabilities

    beginning of year $29,186 · end of year $14,171

  • 27 · Net assets without donor restrictions

    beginning of year $12,982,968 · end of year $14,685,544

Mission and programs · 2024

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 $413,605 · Grants $413,605

As filed on the 2024 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
    $951,088
    From this org
    $0
    From related orgs
    $875,950
    Other
    $75,138
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $486,570 related
    Bonus
    $0 + $383,692 related
    Other
    $0 + $5,688 related
    Deferred
    $0 + $50,206 related
    Nontaxable benefits
    $0 + $24,932 related
    Filer's total
    $0 + $951,088 related

  • John Maki

    BOARD MEMBER

    Total calculated
    $761,416
    From this org
    $0
    From related orgs
    $689,796
    Other
    $71,620
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $397,247 related
    Bonus
    $0 + $284,660 related
    Other
    $0 + $7,889 related
    Deferred
    $0 + $51,618 related
    Nontaxable benefits
    $0 + $20,002 related
    Filer's total
    $0 + $761,416 related

  • Dalya Qualls White

    CHAIRPERSON & PRESIDENT

    Total calculated
    $668,176
    From this org
    $0
    From related orgs
    $596,349
    Other
    $71,827
    Hours/week
    2 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $321,463 related
    Bonus
    $0 + $267,799 related
    Other
    $0 + $7,087 related
    Deferred
    $0 + $34,955 related
    Nontaxable benefits
    $0 + $36,872 related
    Filer's total
    $0 + $668,176 related

  • David Criswell

    TREASURER (UNTIL 05-01-24)

    Total calculated
    $839,663
    From this org
    $0
    From related orgs
    $775,854
    Other
    $63,809
    Hours/week
    1.5 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $543,438 related
    Bonus
    $0 + $228,994 related
    Other
    $0 + $3,422 related
    Deferred
    $0 + $50,192 related
    Nontaxable benefits
    $0 + $13,617 related
    Filer's total
    $0 + $839,663 related

  • Daniel Gregory

    CFO

    Total calculated
    $520,341
    From this org
    $0
    From related orgs
    $464,666
    Other
    $55,675
    Hours/week
    1.5 + 44.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $288,496 related
    Bonus
    $0 + $173,873 related
    Other
    $0 + $2,297 related
    Deferred
    $0 + $30,717 related
    Nontaxable benefits
    $0 + $24,958 related
    Filer's total
    $0 + $520,341 related

  • Amy Andrews

    TREASURER (AS OF 05-13-24)

    Total calculated
    $364,623
    From this org
    $0
    From related orgs
    $316,498
    Other
    $48,125
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $239,810 related
    Bonus
    $0 + $74,169 related
    Other
    $0 + $2,519 related
    Deferred
    $0 + $24,145 related
    Nontaxable benefits
    $0 + $23,980 related
    Filer's total
    $0 + $364,623 related

  • Mandy Savage

    ASSISTANT TREASURER

    Total calculated
    $349,508
    From this org
    $0
    From related orgs
    $298,405
    Other
    $51,103
    Hours/week
    0.5 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $206,688 related
    Bonus
    $0 + $89,526 related
    Other
    $0 + $2,191 related
    Deferred
    $0 + $22,515 related
    Nontaxable benefits
    $0 + $28,588 related
    Filer's total
    $0 + $349,508 related

  • Jill Langston

    SECRETARY

    Total calculated
    $206,065
    From this org
    $0
    From related orgs
    $171,968
    Other
    $34,097
    Hours/week
    0.5 + 44.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $143,660 related
    Bonus
    $0 + $25,250 related
    Other
    $0 + $3,058 related
    Deferred
    $0 + $13,047 related
    Nontaxable benefits
    $0 + $21,050 related
    Filer's total
    $0 + $206,065 related

  • Kristy White

    ASSISTANT SECRETARY

    Total calculated
    $113,229
    From this org
    $0
    From related orgs
    $95,346
    Other
    $17,883
    Hours/week
    0.5 + 44.5 related

  • Trey White

    FORMER CFO

    Total calculated
    $869,340
    From this org
    $0
    From related orgs
    $869,340
    Other
    $0
    Hours/week
    0 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $869,340 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $869,340 related

  • Roy Vaughn

    FORMER CHAIRPERSON, PRESID

    Total calculated
    $1,390,449
    From this org
    $0
    From related orgs
    $1,300,654
    Other
    $89,795
    Hours/week
    0 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $505,210 related
    Bonus
    $0 + $785,912 related
    Other
    $0 + $9,532 related
    Deferred
    $0 + $61,917 related
    Nontaxable benefits
    $0 + $27,878 related
    Filer's total
    $0 + $1,390,449 related

  • Dennis Culver

    FORMER TREASURER

    Total calculated
    $538,327
    From this org
    $0
    From related orgs
    $490,027
    Other
    $48,300
    Hours/week
    0 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $270,217 related
    Bonus
    $0 + $213,630 related
    Other
    $0 + $6,180 related
    Deferred
    $0 + $28,000 related
    Nontaxable benefits
    $0 + $20,300 related
    Filer's total
    $0 + $538,327 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 (RSERP) $24,331 DENNIS CULVER (RSERP) $2,125 JOHN MAKI (RSERP) $25,744 DALYA QUALLS WHITE (RSERP) $9,080 DAVID CRISWELL (RSERP) $24,317 ROY VAUGHN (RSERP) $36,042 DANIEL GREGORY (RSERP) $4,842

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.

  • 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

  • SHARED HEALTH INSURANCE COMPANY

    C · DIRECT HEALTH AND MEDICAL · TX

Provenance

Return type
form_990
Tax year
2024
Filed
11 November 2025
IRS schema version
2024v5.2
Source object
202503179349302995

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.