2025-11-13T09:53:30-06:00 2024-12-31 621199757 LBMC PC 605 CHESTNUT STREET SUITE 1100 CHATTANOOGA TN 37450 990 2024-01-01 581406632 SOUTHERN HEALTH PLAN INC SOUT 4235358224 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 DANIEL GREGORY CHIEF FINANCIAL OFFICER 4235358224 2025-11-11 0 1 ABIGAIL CAMPBELL P01296738 4237566585 2025-11-11 2024 2025-03-06 01:10:19Z BLUECROSS BLUESHIELD TN COM TR DANIEL GREGORY 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 1927780 0 X SEE SCHEDULE O X 1980 TN SEE PART III, LINE 4A FOR DESCRIPTION. 3 0 0 0 0 0 0 0 0 0 259471 751088 0 0 259471 751088 429458 413605 0 0 0 0 0 0 0 84576 86018 514034 499623 -254563 251465 13012154 14699940 29186 14396 12982968 14685544 X TO SUPPORT THE COMMUNITIES WE SERVE EMPHASIZING HEALTHY LIVING AND QUALITY OF LIFE. 0 0 413605 413605 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. 413605 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 3 0 1 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X DANIEL GREGORY 4235358224 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 X ANDREA WILLIS MD BOARD MEMBER 1.00 44.00 X 0 875950 75138 JOHN MAKI BOARD MEMBER 1.00 44.00 X 0 689796 71620 DALYA QUALLS WHITE CHAIRPERSON & PRESIDENT 2.00 44.00 X X 0 596349 71827 DAVID CRISWELL TREASURER (UNTIL 05-01-24) 1.50 44.00 X 0 775854 63809 DANIEL GREGORY CFO 1.50 44.50 X 0 464666 55675 AMY ANDREWS TREASURER (AS OF 05-13-24) 1.00 44.00 X 0 316498 48125 MANDY SAVAGE ASSISTANT TREASURER 0.50 44.00 X 0 298405 51103 JILL LANGSTON SECRETARY 0.50 44.50 X 0 171968 34097 KRISTY WHITE ASSISTANT SECRETARY 0.50 44.50 X 0 95346 17883 TREY WHITE FORMER CFO 0.00 44.00 X 0 869340 0 ROY VAUGHN FORMER CHAIRPERSON, PRESID 0.00 44.00 X 0 1300654 89795 DENNIS CULVER FORMER TREASURER 0.00 44.00 X 0 490027 48300 0 6944853 627372 0 1 1 0 0 323330 323330 1604450 1176692 427758 427758 427758 751088 0 0 751088 413605 413605 11700 11700 11107 11107 ADMINISTRATIVE EXPENSES 61666 61666 PROGRAM SUPPLIES 1045 1045 MISCELLANEOUS EXPENSES 500 500 499623 413605 86018 0 51063 12607 82156 170600 12862435 14516181 16500 552 13012154 14699940 225 29186 14171 29186 14396 X 12982968 14685544 12982968 14685544 13012154 14699940 X 251465 1451110 1 X 0 1 X 1 0 0 DUE TO AFFILIATE 3338 INVESTMENT MANAGER FEE ACCRUAL 10833 14171 2191092 1451110 1451110 739982 11106 11106 751088 488516 0 488516 11107 11107 499623 PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED WITH REVENUE ON FINANCIAL STATEMENTS 11,106. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED WITH REVENUE ON FINANCIAL STATEMENTS 11,106. ROUNDING 1. 1 AMERICAN CANCER SOCIETY INC 250 WILLIAMS STREET NW ATLANTA GA 30308 131788491 501(C)3 10000 0 GENERAL SUPPORT AMERICAN HEART ASSOCIATION 4708 PAPERMILL DRIVE KNOXVILLE TN 37909 135613797 501(C)3 10000 0 GENERAL SUPPORT CITY OF CHATTANOOGA 101 E 11TH STREET CHATTANOOGA TN 37402 626000259 501(C)3 5600 0 GENERAL SUPPORT JOHNSON CITY RECOVERY CENTER 3114 BROWNS MILL RD JOHNSON CITY TN 37604 882356371 501(C)3 5049 0 GENERAL SUPPORT OF ONE ACCORD INC PO BOX 207 ROGERSVILLE TN 37857 621391365 501(C)3 6000 0 GENERAL SUPPORT SLEEP IN HEAVENLY PEACE INC 669 W QUINN BLD 42 POCATELLO ID 83202 464346568 501(C)3 6000 0 GENERAL SUPPORT UNIVERSITY OF MEMPHIS FOUNDATION 635 NORMAL ST ALUMNI CENTER N0 108 MEMPHIS TN 38152 626048540 501(C)3 10000 0 GENERAL SUPPORT 7 0 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES: CONFIRMATION OF SUPPORT WILL BE MADE BY FOLLOW-UP WITH ORGANIZATIONS AND EVALUATION FORM COMPLETED FOR PROGRAM BENEFITS. 0 1 0 0 0 0 0 0 0 ROY VAUGHN FORMER CHAIRPERSON, PRESID 0 505210 0 785912 0 9532 0 61917 0 27878 0 1390449 0 0 ANDREA WILLIS MD BOARD MEMBER 0 486570 0 383692 0 5688 0 50206 0 24932 0 951088 0 0 TREY WHITE FORMER CFO 0 869340 0 0 0 0 0 0 0 0 0 869340 0 0 DAVID CRISWELL TREASURER (UNTIL 05-01-24) 0 543438 0 228994 0 3422 0 50192 0 13617 0 839663 0 0 JOHN MAKI BOARD MEMBER 0 397247 0 284660 0 7889 0 51618 0 20002 0 761416 0 0 DALYA QUALLS WHITE CHAIRPERSON & PRESIDENT 0 321463 0 267799 0 7087 0 34955 0 36872 0 668176 0 0 DENNIS CULVER FORMER TREASURER 0 270217 0 213630 0 6180 0 28000 0 20300 0 538327 0 0 DANIEL GREGORY CFO 0 288496 0 173873 0 2297 0 30717 0 24958 0 520341 0 0 AMY ANDREWS TREASURER (AS OF 05-13-24) 0 239810 0 74169 0 2519 0 24145 0 23980 0 364623 0 0 MANDY SAVAGE ASSISTANT TREASURER 0 206688 0 89526 0 2191 0 22515 0 28588 0 349508 0 0 JILL LANGSTON SECRETARY 0 143660 0 25250 0 3058 0 13047 0 21050 0 206065 0 0 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 FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING INDIVIDUALS SERVE AS TRUSTEE, DIRECTOR, OR OFFICER FOR BOTH SHP AND BCBST, AND THEREFORE, HAVE A BUSINESS RELATIONSHIP: DAVID CRISWELL, TREASURER (UNTIL 5-1-2024) JILL LANGSTON, SECRETARY JOHN MAKI, BOARD MEMBER ANDREA WILLIS, MD, BOARD MEMBER MANDY SAVAGE, ASSISTANT TREASURER DALYA QUALLS WHITE, PRESIDENT DANIEL GREGORY, CFO AMY ANDREWS, TREASURER FORM 990, PART VI, SECTION A, LINE 7A ELECTION OF ONE OR MORE MEMBERS OF GOVERNING BODY: PURSUANT TO ARTICLE VI, SECTION 2 OF THE SHP BYLAWS, DIRECTORS SHALL BE APPOINTED BY THE BCBST BOARD. FORM 990, PART VI, SECTION A, LINE 7B BY-LAWS STIPULATE THAT "THE BOARD SHALL NOT HAVE THE POWER OR AUTHORITY TO: A) ELECT, APPOINT OR REMOVE DIRECTORS, OR SET THE COMPENSATION OF DIRECTORS; OR B) APPROVE A PLAN OF MERGER, CONSOLIDATION, CONVERSION OR DISSOLUTION; OR C) APPROVE A SALE, PLEDGE, OR ASSIGNMENT OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS; OR D) TAKE ACTIONS WHICH WOULD NOT BE PERMITTED BY APPLICABLE LAWS. SUCH POWERS ARE RESERVED FOR ACTION BY THE BCBST BOARD." FORM 990, PART VI, SECTION B, LINE 11B PROCESS USED TO REVIEW FORM 990: INTERNAL CONTROLS ARE IN PLACE TO ENSURE AN ACCURATE RECORDING OF TRANSACTIONS AND AN ACCURATE REPORTING OF THE RESULTS. THE PROCESS TO REVIEW FORM 990 STARTS WITH THE PREPARATION OF THE WORK PAPERS; REVIEWED BY MANAGEMENT; AND THEN A FINAL REVIEW OF FORM 990 IS MADE BY OFFICERS RESPONSIBLE FOR FILING OF THE RETURN. A COPY OF THE FORM 990 WAS PROVIDED TO THE SOUTHERN HEALTH PLAN BOARD OF DIRECTORS BEFORE BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE COMPANY MAINTAINS AN ONGOING PROCESS FOR THE COLLECTION, EVALUATION, AND MONITORING OF BOTH INDIVIDUAL AND ORGANIZATIONAL BUSINESS ACTIVITIES TO FACILITATE REPORTING OBLIGATIONS AND RISK MITIGATION EFFORTS ASSOCIATED WITH ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE COMPANY COMMUNICATES TO ALL OFFICERS, DIRECTORS, AFFILIATES, AND BUSINESS ASSOCIATES THE CLEAR EXPECTATION THAT THEY SUPPORT OUR EFFORTS IN THE AVOIDANCE OF CONFLICTS OF INTEREST AND PROMOTE A COMMITMENT TO INTEGRITY, SOUND BUSINESS PRACTICES, AND GOOD CORPORATE GOVERNANCE. AN EXAMPLE OF WAYS IN WHICH WE MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY INCLUDE BUT ARE NOT LIMITED TO: - UPON HIRE OR APPOINTMENT, AND AT LEAST ANNUALLY THEREAFTER, A CONFLICT OF INTEREST QUESTIONNAIRE MUST BE COMPLETED BY ALL OFFICERS AND MEMBERS OF THE BOARD OF DIRECTORS. - SEMI-ANNUALLY AN ORGANIZATIONAL CONFLICT OF INTEREST REMINDER NOTIFICATION IS DISTRIBUTED TO AN IDENTIFIED GROUP OF KEY PERSONNEL REPRESENTING VITAL AREAS OF THE COMPANY SOLICTING ANY CONCERNS. ADDITIONAL INFORMATION CAN BE PROVIDED UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, COLUMN B CURRENT OFFICERS AND DIRECTORS LISTED ARE FULL-TIME EMPLOYEES OF A RELATED ORGANIZATION AND WORK A TOTAL OF 40-50 HOURS PER WEEK ON AVERAGE COMBINED. THEIR TIME IS DEVOTED TO SYSTEM WIDE ACTIVITIES WHICH COULD INCLUDE TIME SPENT ON ANY OF THE RELATED ORGANIZATIONS LISTED IN SCHEDULE R. FORM 990, PART XI, LINE 9: ROUNDING 1. FORM 990, PAGE 1, LINE J HTTPS://WWW.BCBST.COM/ABOUT/IN-THE-COMMUNITY/MAKING-AN-IMPACT TENNESSEE HEALTH FOUNDATION INC 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 200298456 CHARITABLE GRANT MAKING TN 501(C)(3) PF BCBST 0 BLUECROSS BLUESHIELD OF TENNESSEE POLITICAL ACTION COMMITTEE 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 453506457 FEDERAL POLITICAL ORGANIZATION TN 527 BCBST 0 BLUE CROSS BLUE SHIELD OF TENNESSEE POLITICAL ACTION COMMITTEE 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 900047660 TENNESSEE POLITICAL ORGANIZATION TN 527 BCBST 0 BLUECROSS BLUESHIELD OF TENNESSEE (BCBST) 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 620427913 HEALTH INSURANCE TN N/A C 0 GOLDEN SECURITY INSURANCE COMPANY 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 621156312 STOP-LOSS INSURANCE TN N/A C 0 VOLUNTEER STATE HEALTH PLAN 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 621656610 HEALTH MAINTENANCE TN N/A C 0 GROUP INSURANCE SERVICES 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 620721232 INSURANCE BROKER TN N/A C 0 SOUTHERN DIVERSIFIED BUSINESS 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 621156889 HOLDING COMPANY TN N/A C 0 RIVERBEND GOVERNMENT BENEFIT 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 202469347 3RD PARTY ADMIN TN N/A C 0 RIVERTRUST SOLUTIONS INC 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 200528228 MEDICARE APPEALS TN N/A C 0 SECURITYCARE OF TENNESSEE INC 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 461548495 HMO TN N/A C 0 SHARED HEALTH INC 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 203484545 MEDICAID SERVICES CONSULTING TN N/A C 0 BENEVIVE INC 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 208042682 HOLDING COMPANY TN N/A C 0 SHARED HEALTH MISSISSIPPI INC 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 842158200 DIRECT HEALTH AND MEDICAL MS N/A C 0 RIVERBEND RISK SOLUTIONS INC 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 863206811 CAPTIVE INSURANCE TN N/A C 0 SHARED HEALTH GEORGIA INC 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 920305805 DIRECT HEALTH AND MEDICAL GA N/A C 0 SHARED HEALTH INSURANCE COMPANY 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 991343971 DIRECT HEALTH AND MEDICAL TX N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0