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Nonprofiteer
← SOUTHERN HEALTH PLAN INC

Form 990 for tax year 2023

Filed by SOUTHERN HEALTH PLAN INC.

Totals

Total revenue
$259,471
Total expenses
$514,034
Contributions and grants received
$0
Grants paid
$429,458
Program service revenue
$0
Investment income
$259,471
Other revenue
$0
Total assets, end of year
$13,012,154
Total liabilities, end of year
$29,186
Net assets or fund balances, end of year
$12,982,968
Program services expenses (Part IX)
$429,458
Management and general expenses
$84,576
Fundraising expenses
$0
Program service expenses (Part III)
$429,458

Program services were 83.5% 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 $295,433 · excluded $295,433

  • 7a · Gross sales of assets other than inventory

    securities $4,267,214

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

    securities $4,303,176

  • 7c · Gain or loss

    securities -$35,962

  • 7d · Net gain or loss

    total -$35,962 · excluded -$35,962

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $429,458 · program services $429,458

  • 11c · Fees: accounting

    total $17,400 · management and general $17,400

  • 11f · Fees: investment management

    total $8,820 · management and general $8,820

  • 24a · Other expenses: ADMINISTRATIVE EXPENSES

    total $58,335 · management and general $58,335

  • 24b · 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 $121,157 · end of year $51,063

  • 2 · Savings and temporary cash investments

    beginning of year $1,604,970 · end of year $82,156

  • 11 · Investments: publicly traded securities

    beginning of year $9,746,193 · end of year $12,862,435

  • 15 · Other assets

    beginning of year $5,504 · end of year $16,500

  • 25 · Other liabilities

    beginning of year $12,604 · end of year $29,186

  • 27 · Net assets without donor restrictions

    beginning of year $11,465,220 · end of year $12,982,968

Mission and programs · 2023

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 $429,458 · Grants $429,458

As filed on the 2023 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
    $888,198
    From this org
    $0
    From related orgs
    $815,119
    Other
    $73,079
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $469,565 related
    Bonus
    $0 + $339,881 related
    Other
    $0 + $5,673 related
    Deferred
    $0 + $50,297 related
    Nontaxable benefits
    $0 + $22,782 related
    Filer's total
    $0 + $888,198 related

  • Dalya Qualls White

    CHAIRPERSON & PRESIDENT

    Total calculated
    $598,286
    From this org
    $0
    From related orgs
    $526,573
    Other
    $71,713
    Hours/week
    2 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $309,252 related
    Bonus
    $0 + $210,816 related
    Other
    $0 + $6,505 related
    Deferred
    $0 + $35,544 related
    Nontaxable benefits
    $0 + $36,169 related
    Filer's total
    $0 + $598,286 related

  • John Maki

    BOARD MEMBER

    Total calculated
    $783,493
    From this org
    $0
    From related orgs
    $710,716
    Other
    $72,777
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $397,541 related
    Bonus
    $0 + $305,594 related
    Other
    $0 + $7,581 related
    Deferred
    $0 + $53,189 related
    Nontaxable benefits
    $0 + $19,588 related
    Filer's total
    $0 + $783,493 related

  • Kristy White

    ASSISTANT SECRETARY

    Total calculated
    $110,534
    From this org
    $0
    From related orgs
    $93,693
    Other
    $16,841
    Hours/week
    0.5 + 44.5 related

  • Jill Langston

    SECRETARY

    Total calculated
    $202,998
    From this org
    $0
    From related orgs
    $171,558
    Other
    $31,440
    Hours/week
    0.5 + 44.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $139,986 related
    Bonus
    $0 + $29,184 related
    Other
    $0 + $2,388 related
    Deferred
    $0 + $12,998 related
    Nontaxable benefits
    $0 + $18,442 related
    Filer's total
    $0 + $202,998 related

  • Mandy Savage

    ASSISTANT TREASURER

    Total calculated
    $314,968
    From this org
    $0
    From related orgs
    $271,519
    Other
    $43,449
    Hours/week
    0.5 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $203,506 related
    Bonus
    $0 + $66,306 related
    Other
    $0 + $1,707 related
    Deferred
    $0 + $20,243 related
    Nontaxable benefits
    $0 + $23,206 related
    Filer's total
    $0 + $314,968 related

  • Daniel Gregory

    CFO

    Total calculated
    $415,917
    From this org
    $0
    From related orgs
    $371,944
    Other
    $43,973
    Hours/week
    1.5 + 44.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $254,135 related
    Bonus
    $0 + $116,043 related
    Other
    $0 + $1,766 related
    Deferred
    $0 + $26,476 related
    Nontaxable benefits
    $0 + $17,497 related
    Filer's total
    $0 + $415,917 related

  • David Criswell

    TREASURER

    Total calculated
    $536,864
    From this org
    $0
    From related orgs
    $492,364
    Other
    $44,500
    Hours/week
    1.5 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $303,271 related
    Bonus
    $0 + $186,321 related
    Other
    $0 + $2,772 related
    Deferred
    $0 + $31,815 related
    Nontaxable benefits
    $0 + $12,685 related
    Filer's total
    $0 + $536,864 related

  • Dennis Culver

    FORMER TREASURER

    Total calculated
    $521,715
    From this org
    $0
    From related orgs
    $465,541
    Other
    $56,174
    Hours/week
    1.5 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $259,188 related
    Bonus
    $0 + $200,724 related
    Other
    $0 + $5,629 related
    Deferred
    $0 + $28,489 related
    Nontaxable benefits
    $0 + $27,685 related
    Filer's total
    $0 + $521,715 related

  • Roy Vaughn

    FORMER CHAIRPERSON, PRESID

    Total calculated
    $1,211,913
    From this org
    $0
    From related orgs
    $1,123,770
    Other
    $88,143
    Hours/week
    2 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $484,997 related
    Bonus
    $0 + $627,335 related
    Other
    $0 + $11,438 related
    Deferred
    $0 + $63,973 related
    Nontaxable benefits
    $0 + $24,170 related
    Filer's total
    $0 + $1,211,913 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) $25,547 E DENNIS CULVER (SERP) $3,739 JOHN MAKI (SERP) $28,439 DALYA QUALLS WHITE (SERP) $10,794 DAVID CRISWELL (SERP) $7,065 ROY VAUGHN (SERP) $39,223 DANIEL GREGORY (SERP) $1,726

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

Provenance

Return type
form_990
Tax year
2023
Filed
6 November 2024
IRS schema version
2023v5.1
Source object
202403119349301010

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