Southern Health Plan Inc

501(c)(4) organization Chattanooga, TN EIN: 58-1406632

To support the communities we serve emphasizing healthy living and quality of life.

Key facts about Southern Health Plan Inc

In short: Southern Health Plan Inc gave $53K across 7 grants in 2024 (avg $8K), mostly in Tennessee. Source: 2024 IRS Form 990.

EIN
58-1406632
Latest 990 filing
Form 990, 2024
Annual giving (2024)
$52,649
Grants made (2024)
7
Average grant
$7,521
Median grant
$6,000
Total assets
$14,699,940
Primary geography
Tennessee (70% of itemized 2024 grant dollars)

Data from IRS Form 990, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990 · View filing

Total Assets

$14.7M

+13.0% YoY

Annual Giving

$53K

-39.5% YoY

Grant Count

7

-22.2% YoY

Avg Grant Size

$8K

-22.2% YoY

How Southern Health Plan Inc gives

  • Giving fell 77% from 2021 to 2024. Method

From the foundation's IRS Form 990 filings. Methodology.

About Southern Health Plan Inc

Based on IRS filings

Southern Health Plan Inc is a public charity, based in Chattanooga, TN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $14.7M in total assets. In 2024, it awarded 7 grants totaling $53K. Net investment income was $751K.

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2 open opportunities from Southern Health Plan Inc

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Share of 2024 grant dollars across all 7 itemized grants.

Cities

ChattanoogaMemphisNashvilleKnoxvilleAtlantaBeersheba SpringsChicagoNew YorkBristolKingsportMiamiMt JuiletMt JulietArlingtonBrentwoodBrownsvilleClevelandCordovaDicksonElizabethton

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K55 grants2020 22 grants2021 25 grants2022 9 grants2023 7 grants2024

From 2020 to 2024, annual grant giving ranged from $53K (2024) to $382K (2020). In 2024 it made 7 grants totaling $53K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

American Cancer Society Inc: $10KAmerican Cancer Society Inc$10KAmerican Heart Association: $10KAmerican Heart Association$10KUniversity of Memphis Foundation: $10KUniversity of MemphisFoundation$10KOf One Accord Inc: $6KOf One Accord Inc$6KSleep in Heavenly Peace Inc: $6KSleep in Heavenly Peace Inc$6KCity of Chattanooga: $6KCity of Chattanooga$6KJohnson City Recovery Center: $5KJohnson City Recovery Center$5K

The largest 2024 recipient was American Cancer Society Inc ($10K). Together the top 7 received $53K.

Grant Size Distribution

118 grants across all recorded years

118<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 118 grants of 118 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
American Cancer Society Inc Atlanta, GAGeneral Support$10,000
American Heart Association Knoxville, TNGeneral Support$10,000
University of Memphis Foundation Memphis, TNGeneral Support$10,000
Of One Accord Inc Rogersville, TNGeneral Support$6,000
Sleep in Heavenly Peace Inc Pocatello, IDGeneral Support$6,000
City of Chattanooga Chattanooga, TNGeneral Support$5,600
Johnson City Recovery Center Johnson City, TNGeneral Support$5,049

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$500K$1M$1.5M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$14,699,940$13,012,154$11,477,824
Revenue$751,088$259,471$968,056
Expenses$499,623$514,034$671,127
Net Investment Income$751,088$259,471$968,056

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS November 9, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS October 14, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS November 6, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS November 6, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS November 13, 2025)
  6. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Southern Health Plan Inc is led by Roy Vaughn, Former Chairperson & President since 2022 (on filings since 2020); none of the 12 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Roy Vaughn

    Former Chairperson & President

    Chairperson, President & C → Former Chairperson, President & CEO, 2021

    Former Chairperson, President & CEO → Former Chairperson & President, 2022

    On filings since 2020

    No compensation reported

  • Dalya Qualls White

    Chairperson & President

    On filings since 2022

    2 hrs/week

    No compensation reported

  • Andrea Willis MD

    Board Member

    On filings since 2020

    1 hr/week

    No compensation reported

  • Dennis Culver

    Former Treasurer

    Treasurer → Former Treasurer, 2023

    On filings since 2020

    No compensation reported

  • Jill Langston

    Secretary

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Kristy White

    Assistant Secretary

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Mandy Savage

    Assistant Treasurer

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Trey White

    Former CFO

    CFO → Former CFO, 2021

    On filings since 2020

    No compensation reported

  • John Maki

    Board Member

    On filings since 2021

    1 hr/week

    No compensation reported

  • Daniel Gregory

    CFO

    On filings since 2022

    1.5 hrs/week

    No compensation reported

  • David Criswell

    Treasurer

    On filings since 2022

    1.5 hrs/week

    No compensation reported

  • Amy Andrews

    Treasurer

    New on the 2024 filing

    1 hr/week

    No compensation reported

Former officers (3)
  • Former: Dalya Qualls (2021) — Chairperson & President
  • Former: Calvin Anderson (2020) — Former Chairperson
  • Former: George Smith (2020) — Board Member

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Southern Health Plan Inc

How much does Southern Health Plan Inc give each year?

Southern Health Plan Inc gave $53K across 7 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $87K across 9 grants.

What is Southern Health Plan Inc's typical grant size?

Southern Health Plan Inc's median grant in 2024 was $6,000, and its average grant was $7,521, across 7 grants on its 2024 IRS Form 990.

Where does Southern Health Plan Inc give grants?

Southern Health Plan Inc gives mostly in Tennessee: 70% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The next largest states were Georgia (19%) and Idaho (11%).

Does Southern Health Plan Inc give general operating support?

Yes: 100% of Southern Health Plan Inc's 2024 grants with a stated purpose (7 of 7) were for general or operating support, per its 2024 IRS Form 990.

Who are Southern Health Plan Inc's largest grantees?

Southern Health Plan Inc's largest 2024 grantees include American Cancer Society Inc ($10,000), American Heart Association ($10,000) and University of Memphis Foundation ($10,000), according to its 2024 IRS Form 990. Together they received 57% of its itemized 2024 grant dollars.

How large is Southern Health Plan Inc?

Southern Health Plan Inc reported $14.7M in total assets on its 2024 IRS Form 990. Its revenue that year was $751K.

What is Southern Health Plan Inc's EIN?

Southern Health Plan Inc's EIN (Employer Identification Number) is 58-1406632. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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