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Nonprofiteer
← SOUTHERN HEALTH PLAN INC

Form 990 for tax year 2025

Filed by SOUTHERN HEALTH PLAN INC.

Totals

Total revenue
$1,184,366
Total expenses
$694,147
Contributions and grants received
$0
Grants paid
$358,743
Program service revenue
$0
Investment income
$1,184,366
Other revenue
$0
Total assets, end of year
$16,031,568
Total liabilities, end of year
$5,470
Net assets or fund balances, end of year
$16,026,098
Program services expenses (Part IX)
$571,183
Management and general expenses
$122,964
Fundraising expenses
$0
Program service expenses (Part III)
$571,183

Program services were 82.3% 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 $360,404 · excluded $360,404

  • 7a · Gross sales of assets other than inventory

    securities $2,798,201

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

    securities $1,974,239

  • 7c · Gain or loss

    securities $823,962

  • 7d · Net gain or loss

    total $823,962 · excluded $823,962

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $358,743 · program services $358,743

  • 11c · Fees: accounting

    total $19,750 · management and general $19,750

  • 17 · Travel

    total $150 · management and general $150

  • 19 · Conferences, conventions and meetings

    total $16,054 · management and general $16,054

  • 24a · Other expenses: SPONSORSHIPS

    total $212,440 · program services $212,440

  • 24b · Other expenses: ADMINISTRATIVE EXPENSES

    total $49,995 · management and general $49,995

  • 24c · Other expenses: BUSINESS DEVELOPMENT

    total $31,702 · management and general $31,702

  • 24d · Other expenses: BANK AND OTHER

    total $4,813 · management and general $4,813

  • 24e · All other expenses

    total $500 · management and general $500

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $12,607 · end of year $54,069

  • 2 · Savings and temporary cash investments

    beginning of year $170,600 · end of year $52,676

  • 11 · Investments: publicly traded securities

    beginning of year $14,516,181 · end of year $15,924,587

  • 15 · Other assets

    beginning of year $552 · end of year $236

  • 17 · Accounts payable and accrued expenses

    beginning of year $225

  • 25 · Other liabilities

    beginning of year $14,171 · end of year $5,470

  • 27 · Net assets without donor restrictions

    beginning of year $14,685,544 · end of year $16,026,098

Mission and programs · 2025

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 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 $571,183 · Grants $358,743

As filed on the 2025 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
    $952,638
    From this org
    $0
    From related orgs
    $881,669
    Other
    $70,969
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $509,574 related
    Bonus
    $0 + $366,959 related
    Other
    $0 + $5,136 related
    Deferred
    $0 + $51,356 related
    Nontaxable benefits
    $0 + $19,613 related
    Filer's total
    $0 + $952,638 related

  • John Maki

    BOARD MEMBER

    Total calculated
    $725,407
    From this org
    $0
    From related orgs
    $654,790
    Other
    $70,617
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $396,715 related
    Bonus
    $0 + $249,722 related
    Other
    $0 + $8,353 related
    Deferred
    $0 + $48,998 related
    Nontaxable benefits
    $0 + $21,619 related
    Filer's total
    $0 + $725,407 related

  • Dalya Qualls White

    CHAIRPERSON & PRESIDENT

    Total calculated
    $669,100
    From this org
    $0
    From related orgs
    $601,900
    Other
    $67,200
    Hours/week
    2 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $339,422 related
    Bonus
    $0 + $257,119 related
    Other
    $0 + $5,359 related
    Deferred
    $0 + $32,806 related
    Nontaxable benefits
    $0 + $34,394 related
    Filer's total
    $0 + $669,100 related

  • Daniel Gregory

    CFO

    Total calculated
    $560,072
    From this org
    $0
    From related orgs
    $502,705
    Other
    $57,367
    Hours/week
    1.5 + 44.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $302,106 related
    Bonus
    $0 + $197,891 related
    Other
    $0 + $2,708 related
    Deferred
    $0 + $31,278 related
    Nontaxable benefits
    $0 + $26,089 related
    Filer's total
    $0 + $560,072 related

  • Amy Andrews

    TREASURER

    Total calculated
    $411,719
    From this org
    $0
    From related orgs
    $360,966
    Other
    $50,753
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $268,263 related
    Bonus
    $0 + $90,212 related
    Other
    $0 + $2,491 related
    Deferred
    $0 + $26,250 related
    Nontaxable benefits
    $0 + $24,503 related
    Filer's total
    $0 + $411,719 related

  • Mandy Savage

    ASSISTANT TREASURER

    Total calculated
    $327,722
    From this org
    $0
    From related orgs
    $275,685
    Other
    $52,037
    Hours/week
    0.5 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $213,000 related
    Bonus
    $0 + $60,346 related
    Other
    $0 + $2,339 related
    Deferred
    $0 + $20,747 related
    Nontaxable benefits
    $0 + $31,290 related
    Filer's total
    $0 + $327,722 related

  • Jill Langston

    SECRETARY (UNTIL 11-21-25)

    Total calculated
    $193,558
    From this org
    $0
    From related orgs
    $160,722
    Other
    $32,836
    Hours/week
    0.5 + 44.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $138,081 related
    Bonus
    $0 + $20,373 related
    Other
    $0 + $2,268 related
    Deferred
    $0 + $12,322 related
    Nontaxable benefits
    $0 + $20,514 related
    Filer's total
    $0 + $193,558 related

  • Kristy White

    INTERIM SECRETARY (AS OF 11-24-25)

    Total calculated
    $119,223
    From this org
    $0
    From related orgs
    $96,963
    Other
    $22,260
    Hours/week
    0.5 + 44.5 related

  • Roy Vaughn

    FORMER CHAIRPERSON, PRESID

    Total calculated
    $1,389,399
    From this org
    $0
    From related orgs
    $1,307,190
    Other
    $82,209
    Hours/week
    0 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $536,290 related
    Bonus
    $0 + $754,478 related
    Other
    $0 + $16,422 related
    Deferred
    $0 + $55,767 related
    Nontaxable benefits
    $0 + $26,442 related
    Filer's total
    $0 + $1,389,399 related

  • David Criswell

    FORMER TREASURER

    Total calculated
    $1,345,709
    From this org
    $0
    From related orgs
    $1,261,066
    Other
    $84,643
    Hours/week
    1.5 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $697,535 related
    Bonus
    $0 + $560,280 related
    Other
    $0 + $3,251 related
    Deferred
    $0 + $70,816 related
    Nontaxable benefits
    $0 + $13,827 related
    Filer's total
    $0 + $1,345,709 related

  • Dennis Culver

    FORMER TREASURER

    Total calculated
    $520,856
    From this org
    $0
    From related orgs
    $469,972
    Other
    $50,884
    Hours/week
    0 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $278,883 related
    Bonus
    $0 + $185,449 related
    Other
    $0 + $5,640 related
    Deferred
    $0 + $27,526 related
    Nontaxable benefits
    $0 + $23,358 related
    Filer's total
    $0 + $520,856 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) $25,106 DENNIS CULVER (RSERP) $1,276 JOHN MAKI (RSERP) $22,748 DALYA QUALLS WHITE (RSERP) $6,557 DAVID CRISWELL (RSERP) $44,566 ROY VAUGHN (RSERP) $29,517 DANIEL GREGORY (RSERP) $5,028

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

  • BLUE CROSS BLUE SHIELD 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

    Directly controlled by SOUTHERN DIVERSIFIED BUSINESS

  • VOLUNTEER STATE HEALTH PLAN

    C · HEALTH MAINTENANCE · TN

    Directly controlled by SOUTHERN DIVERSIFIED BUSINESS

  • GROUP INSURANCE SERVICES

    C · INSURANCE BROKER · TN

    Directly controlled by BENEVIVE INC

  • SOUTHERN DIVERSIFIED BUSINESS

    C · HOLDING COMPANY · TN

    Directly controlled by BLUECROSS BLUESHIELD OF TENNESSEE

  • RIVERBEND GOVERNMENT BENEFIT

    C · 3RD PARTY ADMIN · TN

    Directly controlled by BENEVIVE INC

  • RIVERTRUST SOLUTIONS INC

    C · MEDICARE APPEALS · TN

    Directly controlled by BENEVIVE INC

  • SECURITYCARE OF TENNESSEE INC

    C · HMO · TN

    Directly controlled by SOUTHERN DIVERSIFIED BUSINESS

  • SHARED HEALTH INC

    C · MEDICAID SERVICES CONSULTING · TN

    Directly controlled by BENEVIVE INC

  • BENEVIVE INC

    C · HOLDING COMPANY · TN

    Directly controlled by BLUECROSS BLUESHIELD OF TENNESSEE

  • SHARED HEALTH MISSISSIPPI INC

    C · DIRECT HEALTH AND MEDICAL · MS

    Directly controlled by SOUTHERN DIVERSIFIED BUSINESS

  • RIVERBEND RISK SOLUTIONS INC

    C · CAPTIVE INSURANCE · TN

    Directly controlled by SOUTHERN DIVERSIFIED BUSINESS

  • SHARED HEALTH GEORGIA INC

    C · DIRECT HEALTH AND MEDICAL · GA

    Directly controlled by SOUTHERN DIVERSIFIED BUSINESS

  • SHARED HEALTH INSURANCE COMPANY

    C · DIRECT HEALTH AND MEDICAL · TX

    Directly controlled by SOUTHERN DIVERSIFIED BUSINESS

Provenance

Return type
form_990
Tax year
2025
Filed
1 September 2026
IRS schema version
2025v4.2
Source object
202602519349302100

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