Civic Intelligence

Blue Cross & Blue Shield of Mississippi Foundation

EIN 20-0471034 • Flowood, MS

Pub. 78 Eligible
3545 Lakeland DriveFlowood, MS 39232
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.01x

Higher debt load relative to revenue than 16% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Net Margin

79th percentile

29%

Higher net margin than 79% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Top Officer Pay

13th percentile

$12,000

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

$100M-$250M nonprofits • Source year 2024

Asset Growth

30th percentile

1.5%

Faster asset growth than 30% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-67%

Faster revenue growth than 2% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Assets

Up

$162,615,324

Up $2,358,267 (+1.5%) from 2023

Liabilities

Down

$125,998

Down $525,283 (-81%) from 2023

Net Assets

Up

$162,489,326

Up $2,883,550 (+1.8%) from 2023

Revenue

Down

$11,523,972

Down $22,885,280 (-67%) from 2023

Expenses

Up

$8,235,743

Up $1,940,216 (+31%) from 2023

Net Income

Down

$3,288,229

Down $24,825,496 (-88%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200M$150M$100M$50M$0Assets 2011: $62,504,342Liabilities 2011: $72,8652011Assets 2012: $59,981,759Liabilities 2012: $70,1812012Assets 2013: $68,814,245Liabilities 2013: $92,748Net Assets 2013: $68,721,4972013Assets 2014: $83,088,680Liabilities 2014: $60,536Net Assets 2014: $83,028,1442014Assets 2015: $96,463,726Liabilities 2015: $115,856Net Assets 2015: $96,347,8702015Assets 2016: $97,636,028Liabilities 2016: $118,474Net Assets 2016: $97,517,5542016Assets 2017: $109,093,697Liabilities 2017: $108,052Net Assets 2017: $108,985,6452017Assets 2018: $97,459,935Liabilities 2018: $108,004Net Assets 2018: $97,351,9312018Assets 2019: $110,481,129Liabilities 2019: $239,695Net Assets 2019: $110,241,4342019Assets 2020: $115,597,702Liabilities 2020: $300,464Net Assets 2020: $115,297,2382020Assets 2021: $119,611,651Liabilities 2021: $428,737Net Assets 2021: $119,182,9142021Assets 2022: $126,349,939Liabilities 2022: $54,366Net Assets 2022: $126,295,5732022Assets 2023: $160,257,057Liabilities 2023: $651,281Net Assets 2023: $159,605,7762023Assets 2024: $162,615,324Liabilities 2024: $125,998Net Assets 2024: $162,489,3262024

Highlighted filing

2024

Assets$162,615,324
Liabilities$125,998
Net Assets$162,489,326

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$20M$0-$20MRevenue 2011: $10,889,746Expenses 2011: $2,958,582Net Income 2011: $7,931,1642011Revenue 2012: $852,510Expenses 2012: $3,382,554Net Income 2012: -$2,530,0442012Revenue 2013: $14,284,044Expenses 2013: $3,107,979Net Income 2013: $11,176,0652013Revenue 2014: $16,133,358Expenses 2014: $3,277,208Net Income 2014: $12,856,1502014Revenue 2015: $19,004,330Expenses 2015: $3,691,455Net Income 2015: $15,312,8752015Revenue 2016: $2,263,695Expenses 2016: $4,945,501Net Income 2016: -$2,681,8062016Revenue 2017: $9,851,373Expenses 2017: $5,827,626Net Income 2017: $4,023,7472017Revenue 2018: $6,983,970Expenses 2018: $4,109,581Net Income 2018: $2,874,3892018Revenue 2019: $5,776,596Expenses 2019: $4,249,697Net Income 2019: $1,526,8992019Revenue 2020: $2,998,493Expenses 2020: $5,186,706Net Income 2020: -$2,188,2132020Revenue 2021: $5,854,084Expenses 2021: $10,850,392Net Income 2021: -$4,996,3082021Revenue 2022: $36,180,537Expenses 2022: $5,844,213Net Income 2022: $30,336,3242022Revenue 2023: $34,409,252Expenses 2023: $6,295,527Net Income 2023: $28,113,7252023Revenue 2024: $11,523,972Expenses 2024: $8,235,743Net Income 2024: $3,288,2292024

Highlighted filing

2024

Revenue$11,523,972
Expenses$8,235,743
Net Income$3,288,229

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$163$0.13$162$11.5$8.24$3.29
2023Detailed filing. Detailed filing data is available for this year.$160$0.65$160$34.4$6.30$28.1
2022Detailed filing. Detailed filing data is available for this year.$126$0.05$126$36.2$5.84$30.3
2021Detailed filing. Detailed filing data is available for this year.$120$0.43$119$5.85$10.9$5.00
2020Detailed filing. Detailed filing data is available for this year.$116$0.30$115$3.00$5.19$2.19
2019Detailed filing. Detailed filing data is available for this year.$110$0.24$110$5.78$4.25$1.53
2018Detailed filing. Detailed filing data is available for this year.$97.5$0.11$97.4$6.98$4.11$2.87
2017Detailed filing. Detailed filing data is available for this year.$109$0.11$109$9.85$5.83$4.02
2016Detailed filing. Detailed filing data is available for this year.$97.6$0.12$97.5$2.26$4.95$2.68
2015Detailed filing. Detailed filing data is available for this year.$96.5$0.12$96.3$19.0$3.69$15.3
2014Detailed filing. Detailed filing data is available for this year.$83.1$0.06$83.0$16.1$3.28$12.9
2013Detailed filing. Detailed filing data is available for this year.$68.8$0.09$68.7$14.3$3.11$11.2
2012Summary only. Only limited summary data is available for this year.$60.0$0.07$0.85$3.38$2.53
2011Summary only. Only limited summary data is available for this year.$62.5$0.07$10.9$2.96$7.93
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 28, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARRY M WALKERVice Chairman, Director-$12,000-$12,000
JAMIE MURRELLDirector-$12,000-$12,000
THOMAS C FENTER MDPresident And Chairman, Director-$0--
SCOTT T WILLIAMSONSecretary, Director-$0--
CHRISTOPHER L TOASTERTreasurer-$0--
CASEY D BLAND RNDirector-$0--
LEE GREER MDDirector-$0--
CHRISTINA C THOMASDirector-$0--
Filing and Contact Details

Filer

Filer Name
Blue Cross & Blue Shield of
EIN
20-0471034
Phone
6016644503
Address
3545 LAKELAND DRIVE, FLOWOOD, MS 39232

Signing Officer

Name
Scott T Williamson
Title
Chairman of the Board of Directors
Phone
6016645061
Signed
2025-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Bmss LLC
Address
1020 HIGHLAND COLONY PKWY SUITE 600, RIDGELAND, MS 39157
Preparer
Charles R Byram CPA
Phone
6019482924
Raw XML AppendixShowing 400 of 634 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF PART XIV, LINE 2D:
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF PART VII-B, LINES 1A(3) AND 1A(4)
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0RESTRICTIONS AND LIMITATIONS ON AWARDS
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0BLUE CROSS & BLUE SHIELD OF MS FOUNDATION DOES NOT PROVIDE FUNDING FOR:1) INDIVIDUALS;2) DENOMINATIONAL OR RELIGIOUS ORGANIZATIONS;3) POLITICAL CAUCUSES, CANDIDATES OR CAMPAIGNS;4) SPECIAL EVENTS OR COMMEMORATIVE ADVERTISING, I.E., JOURNALS OR SPONSORSHIPS OF DINNER PROGRAMS, UNLESS PART OF AN OVERALL GRANT INITIATIVE OR PROGRAM;5) PROVIDERS UNLESS TO A 501(C)(3) CHARITABLE BRANCH OF A PROVIDER; OR6) SPORTS TEAMS OR EVENTS
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1THE FOUNDATION RECEIVED THE FOLLOWING ITEMS AT NO COST FROM BLUE CROSS & BLUE SHIELD OF MISSISSIPPI: 1) OFFICE AND OTHER INCIDENTAL SUPPLIES 2) NON-PROFESSIONAL SERVICES AND 3) THE USE OF BLUE CROSS & BLUE SHIELD OF MISSISSIPPI FACILITIES FOR OFFICE SPACE. AS ALLOWED UNDER REGULATIONS 53.4941(D)-3, THE FOUNDATION REIMBURSED BLUE CROSS & BLUE SHIELD OF MISSISSIPPI FOR COMPENSATION AND EXPENSES DIRECTLY RELATED TO THE PERFORMANCE OF PERSONAL SERVICES WHICH WERE REASONABLE AND NECESSARY TO CARRY OUT THE EXEMPT PURPOSE OF THE FOUNDATION.COMPENSATION PAID TO EMPLOYEES REFLECTED ON FORM 990-PF, PART VIII, LINES 1 AND 2 INCLUDES COMPENSATION PAID BY BLUE CROSS BLUE SHIELD OF MISSISSIPPI.
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0162489326
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0152288657
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0269712
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1115277
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt015120
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1PROGRAM MANAGER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt13545 LAKELAND DRIVE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1FLOWOOD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1MS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0TRUSTMARK NATIONAL BANK - WEALTH MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1HARDY REED LLC
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT MANAGEMENT & CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0248 EAST CAPITOL STREET SUITE 1000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1101 SOUTH FRONT STREET
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS C FENTER MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HARRY M WALKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SCOTT T WILLIAMSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CHRISTOPHER L TOASTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4CASEY D BLAND RN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5LEE GREER MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6CHRISTINA C THOMAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7JAMIE MURRELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT AND CHAIRMAN, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE CHAIRMAN, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt33545 LAKELAND DRIVE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt63545 LAKELAND DRIVE
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0RECOVERIES OF AMOUNTS TREATED AS QUALIFYING DISTRIBUTIONS. ALSO SEE PART X, LINE 4.
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.HEALTHIERMISSISSIPPI.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE BLUE CROSS & BLUE SHIELD OF MISSISSIPPI FOUNDATION ACCEPTS REQUESTS FROM POTENTIAL GRANTEES THROUGH ITS WEBSITE (WWW.HEALTHIERMISSISSIPPI.ORG) IN THE FORM OF A "LETTER OF INQUIRY," A BRIEF PRESENTATION OF A REQUEST FOR GRANT FUNDS. THE FOUNDATION ALSO DEVELOPS SIGNATURE GRANT FUNDING OPPORTUNITIES, INCLUDING THE FARMERS' MARKET PROGRAM FOR MUNICIPALITIES AND THE SCHOOL GARDEN PROGRAM FOR K-12 SCHOOLS. THE FOUNDATION'S HEALTHY SCHOOL AWARDS PROGRAM, WHICH BUILDS ON THE GOALS OF SCHOOL HEALTH COUNCILS STATEWIDE, ENCOURAGES AND REWARDS EXEMPLORARY SCHOOL HEALTH AND WELLNESS SUCCESSES. EACH GRANT APPLICATION RECEIVED BY THE FOUNDATION (INCLUDING AWARDS PROGRAM APPLICATIONS), IS PRESENTED TO THE BLUE CROSS & BLUE SHIELD OF MISSISSIPPI FOUNDATION BOARD OF DIRECTORS FOR FUNDING CONSIDERATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SCOTT T WILLIAMSON CHAIRMAN OF THE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06016644222
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd039232
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0TO BE ELIGILBE FOR FOUNDATION GRANT FUNDING CONSIDERATION, AN ORGANIZATION MUST BE A 501(C)3 CHARITABLE ORGANIZATION (BUT NOT A PRIVATE FOUNDATION) THAT BENEFITS MS, A MS MUNICIPALITY OR A MS SCHOOL. OTHER ELIGIBILITY REQUIREMENTS ARE: 1) BE LOCATED IN MS, OR IF NOT LOCATED IN MS, AGREE TO USE GRANT FUNDS ONLY FOR THE BENEFIT OF MS; 2) BENEFIT THE COMMUNITIES IN MS; 3) SERVE THE COMMUNITY WITH NO DISCRIMINATION BY AGE, RACE, GENDER, RELIGION, SEXUAL ORIENTATION, OR DISABILITY; 4) NOT DUPLICATE OR SIGNIFICANTLY OVERLAP THE WORK OF PUBLIC AGENCIES; 5) BE A 501(C)(3) CHARITABLE ORGANIZATION (BUT NOT A PRIVATE FOUNDATION) AND PROVIDE PROOF OF SUCH CURRENT DESIGNATION IN THE FORM OF AN IRS DETERMINATION LETTER OR A MUNICIPALITY, COUNTY, SCHOOL OR COLLEGE OR UNIVERSITY; AND 6) CANNOT HAVE A CONTRACTUAL RELATIONSHIP WITH BLUE CROSS & BLUE SHIELD OF MS, ITS SUBSIDIARIES OR AFFILIATES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2136225
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4160002
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13443872
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0HEALTH & WELLNESS - UNIVERSITY AND COLLEGE TOBACCO-FREE POLICY | TIER 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1HEALTH & WELLNESS - UNIVERSITY AND COLLEGE TOBACCO-FREE POLICY TIER 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3HEALTH & WELLNESS - HEALTHY SCHOOL AWARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6HEALTH & WELLNESS - HEALTHY SCHOOL AWARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7HEALTH & WELLNESS - BUILDING HEALTHY SCHOOLS | PLAYGROUNDS - TYLERTOWN PRIMARY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8HEALTH & WELLNESS -BUILDING HEALTHY SCHOOLS - PLAYGROUND - NEW HEBRON ATTENDANCE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9HEALTH & WELLNESS - PHYSICAL EDUCATION EQUIPMENT FOR PHYSICAL EDUCATION REGIONAL CONFERENCES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11HEALTH & WELLNESS - MIDWIFERY SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12HEALTH & WELLNESS - RENOVATIONS TO LABOR AND DELIVERY AREA OF SOUTH SUNFLOWER COUNTY HOSPITAL

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