SOUTHERN DISTRICT UBC HEALTH PLAN

EIN: 746075997 Employment

GOODLETSVILLE, TN

Total Revenue
$205,635,343
Total Expenses
$75,956,698
Total Assets
$237,394,237
Net Assets
$230,327,917
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2019
Legal Domicile
TN
Principal Officer
KAVIN GRIFFIN
Phone
8008314914
Tax Period
2024-01-01 to 2024-12-31

SOUTHERN DISTRICT UBC HEALTH PLAN, founded in 2019, is a major nonprofit in the Employment sector that reported $205.6M in total revenue in fiscal year 2024. Revenue surged 213% from the prior year, signaling strong growth momentum. The organization ran a surplus of $129.7M, a strong 63% operating margin.

Mission

TO PROVIDE MEDICAL BENEFITS FOR ELIGIBLE MEMBERS AND THEIR DEPENDENTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $79,333,340
Investment Income $11,858,241
Other Revenue $114,443,762
TOTAL REVENUE $205,635,343

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $3,170,350
TOTAL EXPENSES $75,956,698

Year-over-Year Comparison

2024 2023 Change
Revenue $205,635,343 $65,609,780 +2.1%
Expenses $75,956,698 $32,779,073 +1.3%
Net Income $129,678,645 $32,830,707 +2.9%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
26
Independent Members
26
Employees
N/A
Volunteers
34

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$0
Total Directors
34
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KAVIN GRIFFIN CHAIRMAN - EMPLOYEE TRUSTEE 1.00
Officer Director
$0 $0 $0
JAMES BANKS JR EMPLOYEE TRUSTEE 1.00
Director
$0 $0 $0
MATTHEW SWANSON EMPLOYEE TRUSTEE 1.00
Director
$0 $0 $0
THOMAS H JENKINS EMPLOYEE TRUSTEE 1.00
Director
$0 $0 $0
MONTE THOMPSON EMPLOYEE TRUSTEE 1.00
Director
$0 $0 $0
DAN MORRIS EMPLOYEE TRUSTEE 1.00
Director
$0 $0 $0
BILL WARREN SECRETARY/MANAGEMENT TRUSTEE 1.00
Officer Director
$0 $0 $0
HAROLD BAUR III MANAGEMENT TRUSTEE 1.00
Director
$0 $0 $0
MATT MARCELLIS MANAGEMENT TRUSTEE 1.00
Director
$0 $0 $0
DAN FLETCHER MANAGEMENT TRUSTEE 1.00
Director
$0 $0 $0
JOHN HANKS MANAGEMENT TRUSTEE 1.00
Director
$0 $0 $0
RICHARD TRAVIS MANAGEMENT TRUSTEE 1.00
Director
$0 $0 $0
NEAL MCCLEARY MANAGEMENT TRUSTEE 1.00
Director
$0 $0 $0
JEFF COVERT MANAGEMENT TRUSTEE 1.00
Director
$0 $0 $0
MARK LITTLE MANAGEMENT TRUSTEE 1.00
Director
$0 $0 $0
ALEX SANDERS MANAGEMENT TRUSTEE 1.00
Director
$0 $0 $0
BOYED SANDERS MANAGEMENT TRUSTEE 1.00
Director
$0 $0 $0
MATT THOMAS MANAGEMENT TRUSTEE 1.00
Director
$0 $0 $0
DAVID W TANKERSLEY MANAGEMENT TRUSTEE 1.00
Director
$0 $0 $0
ROBERT G MOODY MANAGEMENT TRUSTEE 1.00
Director
$0 $0 $0
CHARLIE MUREEN MANAGEMENT TRUSTEE 1.00
Director
$0 $0 $0
MICHAEL B PFIEFFER MANAGEMENT TRUSTEE 1.00
Director
$0 $0 $0
LARRY S PARKS MANAGEMENT TRUSTEE 1.00
Director
$0 $0 $0
TROY VANCE MANAGEMENT TRUSTEE 1.00
Director
$0 $0 $0
PRESTON TAYLOR MANAGEMENT TRUSTEE 1.00
Director
$0 $0 $0
CONRAD VARNUM MANAGEMENT TRUSTEE 1.00
Director
$0 $0 $0
JIMMIE JORDAN MANAGEMENT TRUSTEE (UNTIL 11/12/2024) 1.00
Director
$0 $0 $0
KERRY FISHER MANAGEMENT TRUSTEE (UNTIL 1/9/2024) 1.00
Director
$0 $0 $0
MARTHA HENRICKSON EMPLOYEE TRUSTEE (UNTIL 11/12/2024) 1.00
Director
$0 $0 $0
JEREMY HUGHES EMPLOYEE TRUSTEE (UNTIL 5/16/2024) 1.00
Director
$0 $0 $0
BEAU SERPAS EMPLOYEE TRUSTEE (UNTIL 2/13/2024) 1.00
Director
$0 $0 $0
RICK HALFORD EMPLOYEE TRUSTEE (UNTIL 11/12/2024) 1.00
Director
$0 $0 $0
VICTORINO SANCHEZ EMPLOYEE TRUSTEE (UNTIL 5/16/2024) 1.00
Director
$0 $0 $0
JOHN ROBERTS EMPLOYEE TRUSTEE (UNTIL 5/16/2024) 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $205,635,343 $75,956,698 $237,394,237 $129,678,645
2023 $65,609,780 $32,779,073 $108,584,176 $32,830,707
2022 $35,614,560 $28,383,486 $69,490,499 $7,231,074
2021 $33,780,534 $27,789,592 $68,909,377 $5,990,942
2020 $32,518,029 $27,312,557 $59,944,024 $5,205,472
2018 $22,375,605 $18,124,747 $28,446,656 $4,250,858
Explore More Nonprofits
→Top 100 Nonprofits in Tennessee →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare SOUTHERN DISTRICT UBC HEALTH PLAN with other nonprofits in Tennessee and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.