Civic Intelligence

Blue Cross and Blue Shield of Nc Foundation

EIN 56-2226009 • Durham, NC

PO Box 30060Durham, NC 27702
Siviq Scores

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

Liabilities / Assets

87th percentile

0.13x

Higher debt load relative to assets than 87% of similar nonprofits.

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

Liabilities / Revenue

87th percentile

0.90x

Higher debt load relative to revenue than 87% of similar nonprofits.

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

Net Margin

22nd percentile

-17%

Higher net margin than 22% of similar nonprofits.

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

Top Officer Pay

47th percentile

$10,000

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

54th percentile

6.8%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

91st percentile

376%

Faster revenue growth than 91% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$223,345,786

Up $14,222,889 (+6.8%) from 2023

Liabilities

Up

$28,956,422

Up $8,592,358 (+42%) from 2023

Net Assets

Up

$194,389,364

Up $5,630,531 (+3.0%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin22nd percentile

Revenue

Up

$32,124,229

Up $25,371,878 (+376%) from 2023

Expenses

Up

$37,600,477

Up $8,955,222 (+31%) from 2023

Net Income

Up

-$5,476,248

Up $16,416,656 (+75%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

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

$300M$200M$100M$0Assets 2011: $114,282,807Liabilities 2011: $18,193,3802011Assets 2012: $111,869,129Liabilities 2012: $13,255,8762012Assets 2013: $108,599,272Liabilities 2013: $4,594,7312013Assets 2014: $116,507,480Liabilities 2014: $9,201,2692014Assets 2015: $109,789,623Liabilities 2015: $7,960,1692015Assets 2019: $210,157,447Liabilities 2019: $6,591,4112019Assets 2020: $205,228,654Liabilities 2020: $10,087,5572020Assets 2021: $253,862,813Liabilities 2021: $15,077,825Net Assets 2021: $238,784,9882021Assets 2022: $217,672,714Liabilities 2022: $19,761,875Net Assets 2022: $197,910,8392022Assets 2023: $209,122,897Liabilities 2023: $20,364,064Net Assets 2023: $188,758,8332023Assets 2024: $223,345,786Liabilities 2024: $28,956,422Net Assets 2024: $194,389,3642024

Highlighted filing

2024

Assets$223,345,786
Liabilities$28,956,422
Net Assets$194,389,364
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$100M$50M$0-$50MRevenue 2011: $11,511,218Expenses 2011: $12,063,784Net Income 2011: -$552,5662011Revenue 2012: $13,441,888Expenses 2012: $12,091,147Net Income 2012: $1,350,7412012Revenue 2013: $4,556,217Expenses 2013: $5,130,656Net Income 2013: -$574,4392013Revenue 2014: $8,775,332Expenses 2014: $11,682,650Net Income 2014: -$2,907,3182014Revenue 2015: $3,766,621Expenses 2015: $9,602,943Net Income 2015: -$5,836,3222015Revenue 2019: $94,431,007Expenses 2019: $11,029,363Net Income 2019: $83,401,6442019Revenue 2020: $16,657,211Expenses 2020: $19,572,193Net Income 2020: -$2,914,9822020Revenue 2021: $27,558,288Expenses 2021: $24,525,750Net Income 2021: $3,032,5382021Revenue 2022: $27,071,633Expenses 2022: $23,760,734Net Income 2022: $3,310,8992022Revenue 2023: $6,752,351Expenses 2023: $28,645,255Net Income 2023: -$21,892,9042023Revenue 2024: $32,124,229Expenses 2024: $37,600,477Net Income 2024: -$5,476,2482024

Highlighted filing

2024

Revenue$32,124,229
Expenses$37,600,477
Net Income-$5,476,248
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$223,345,786
Liabilities
$28,956,422
Net assets
$194,389,364
Revenue
$32,124,229
Expenses
$37,600,477
Net income
-$5,476,248
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$223$29.0$194$32.1$37.6$5.48
2023Detailed filing. Detailed filing data is available for this year.$209$20.4$189$6.75$28.6$21.9
2022Detailed filing. Detailed filing data is available for this year.$218$19.8$198$27.1$23.8$3.31
2021Detailed filing. Detailed filing data is available for this year.$254$15.1$239$27.6$24.5$3.03
2020Summary only. Only limited summary data is available for this year.$205$10.1$16.7$19.6$2.91
2019Summary only. Only limited summary data is available for this year.$210$6.59$94.4$11.0$83.4
2015Summary only. Only limited summary data is available for this year.$110$7.96$3.77$9.60$5.84
2014Summary only. Only limited summary data is available for this year.$117$9.20$8.78$11.7$2.91
2013Summary only. Only limited summary data is available for this year.$109$4.59$4.56$5.13$0.57
2012Summary only. Only limited summary data is available for this year.$112$13.3$13.4$12.1$1.35
2011Summary only. Only limited summary data is available for this year.$114$18.2$11.5$12.1$0.55
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 11, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robin Gary CummingsDirector-$10,000-$10,000
Pilar Rocha-GoldbergDirector-$10,000-$10,000
Tunde Sotunde MDDirector-$0--
Anita Brown-GrahamDirector-$0--
Santiago EstradaDirector-$0--
Harold Martin Ph DDirector-$0--
John KimberlyDirector-$0--
Mitch PerryDirector-$0--
Francesca GaryDirector-$0--
John Lumpkin MDPresidentPT$0--
Teresita MazVP, OperationsFT$0--
Katie EyesVP, StrategyFT$0--
Stran SummersVP, Finance-$0--
Bruce SickelTreasurer-$0--
David LambSecretary-$0--
Heather RogersAssistant Secretary-$0--
Kelly CalabriaDirector-$0--
Arif M KhanDirector-$0--
Sarah SmithVP, Learning & Foundation OperFT$0--
Filing and Contact Details

Filer

Filer Name
Blue Cross and Blue Shield of NC Foundation
EIN
56-2226009
In Care Of
% JOHN LUMPKIN
Phone
9847776137
Address
PO BOX 30060, DURHAM, NC 27702

Signing Officer

Name
Stran Summers
Title
VP of Finance
Phone
9197653647
Signed
2025-05-11
Raw XML AppendixShowing 400 of 554 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt180
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Tunde Sotunde MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Anita Brown-Graham
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Santiago Estrada
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Harold Martin Ph D
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4John Kimberly
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Mitch Perry
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Francesca Gary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7John Lumpkin MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Teresita Maz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9Katie Eyes
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10Stran Summers
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11Bruce Sickel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm12David Lamb
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm13Heather Rogers
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm14Robin Gary Cummings
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm15Pilar Rocha-Goldberg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm16Kelly Calabria
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm17Arif M Khan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm18Sarah Smith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8VP, Operations
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9VP, Strategy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10VP, Finance
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt13Assistant Secretary
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt15Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt16Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt17Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt18VP, Learning & Foundation Oper
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