Southern Health Plan Inc
- Assets
- $14.4m
- Revenue
- $721.8k
- Investments
- $1.9m
- Employees
- 0
- Location
- Chattanooga, TN
- Founding
- 10/1980
- Data as of
- 12/2021
- EIN
- 58-1406632
Organization Overview
Southern Health Plan Inc, operating under the name Bluecross Blueshield Tn Com Tr, is located in Chattanooga, TN. The organization was established in 1980. According to its NTEE Classification (E80) the organization is classified as: Health (General & Financing), under the broad grouping of Health Care and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bluecross Blueshield TN Com Tr is a 501(c)(4) and as such, is described as a "Civic League, Social Welfare Organization, and Local Association of Employees" by the IRS.
For the year ending 12/2021, Bluecross Blueshield TN Com Tr generated $721.8k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 1.1% each year. All expenses for the organization totaled $602.9k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Bluecross Blueshield TN Com Tr has awarded 310 individual grants totaling $2,916,690. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
SEE PART III, LINE 4A FOR DESCRIPTION.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Dalya Qualls Chairperson & President | OfficerTrustee | 2 | $0 |
Kristy White Assistant Secretary | Officer | 0.5 | $0 |
Dennis Culver Treasurer | Officer | 1.5 | $0 |
Jill Langston Secretary | Officer | 0.5 | $0 |
Mandy Savage Assistant Treasurer | Officer | 0.5 | $0 |
Andrea Willis MD Board Member | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Investment income | $191,294 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $530,461 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $721,755 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $514,926 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $9,000 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $28,972 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $602,898 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $65,679 |
| Savings and temporary cash investments | $225,414 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $12,209,939 |
| Investments—other securities | $1,931,528 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $9 |
| Total assets | $14,432,569 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $9,809 |
| Total liabilities | $9,809 |
| Net assets without donor restrictions | $14,422,760 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $14,432,569 |
Grants Awarded
Over the last fiscal year, Southern Health Plan Inc has awarded $225,900 in support to 22 organizations.
| Grant Recipient | Amount |
|---|---|
Kennesaw, GA PURPOSE: GENERAL SUPPORT | $20,000 |
Bristol, TN PURPOSE: GENERAL SUPPORT | $15,000 |
Chattanooga, TN PURPOSE: GENERAL SUPPORT | $12,500 |
Arlington, VA PURPOSE: GENERAL SUPPORT | $11,000 |
Dallas, TX PURPOSE: GENERAL SUPPORT | $10,000 |
Mount Juliet, TN PURPOSE: GENERAL SUPPORT | $10,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Arvest Bank Group Employees Health Benefit Trust Lowell, AR | $8,178,125 | $52,821,500 |
North Carolina Medical Society Employee Benefit Trust Raleigh, NC | $37,037,700 | $53,921,759 |
Whitfield Healthcare Foundation Inc Dalton, GA | $80,346,613 | $10,956,602 |
Organized Community Action Program Inc Troy, AL | $4,769,877 | $13,210,301 |
Florida Laborers Health Fund Goodlettsville, TN | $21,527,387 | $8,809,889 |
National Organization Of Life And Health Insurance Guaranty Assocs Herndon, VA | $20,054,477 | $6,345,188 |
Truman Medical Center Professional And General Liability Self-Ins Tr Kansas City, MO | $25,601,158 | $4,849,990 |
West Tennessee Healthcare Foundation Jackson, TN | $50,344,324 | $8,274,920 |
Pqa Inc Alexandria, VA | $9,185,809 | $6,455,435 |
Missouri Health Connection Columbia, MO | $3,938,153 | $4,470,811 |
National Medical Fellowships Inc alexandria, VA | $7,616,684 | $5,946,697 |
National Automobile Dealers Association Health Benefit Plan Tysons, VA | $274,352 | $3,896,581 |