Southern Health Plan Inc
To support the communities we serve emphasizing healthy living and quality of life.
Southern Health Plan Inc at a glance
In short: Southern Health Plan Inc gave $119K across 11 grants in 2025 (avg $11K), mostly in Tennessee. 73% of 2025 grantees were new. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $118,820
- +125.7% vs 2024
- Grants made (2025)
- 11
- +57.1% vs 2024
- Average grant
- $10,802
- +43.6% vs 2024
- Median grant
- $10,000
- Total assets
- $16,031,568
- +9.1% vs 2024
- New grantees (estimate)
- 73% first-time grantees (8 of 11, 2025; small sample)
- Primary geography
- Tennessee (68% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated November 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Southern Health Plan Inc
Open Grants
2 open opportunities from Southern Health Plan Inc
Who Southern Health Plan Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was National Black Caucus ($15K). Together the top 10 received $114K.
Grant Size Distribution
74 grants across all recorded years
The most common grant size was under $50K: 74 grants of 74 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 11 itemized grants.
Cities
Is Southern Health Plan Inc open to new grantees?
73%
first-time grantees, 2025
In 2025, 8 of 11 grantees (73%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $12K; repeat grants $8K. How we count
Medians: $10K first-time, $10K repeat.
Estimate from itemized grant lists in IRS Form 990 filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $53K (2024) to $382K (2020). In 2025 it made 11 grants totaling $119K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| National Black Caucus Memphis, TN | General Support | $15,000 |
| UVA Wise Foundation Wise, VA | General Support | $15,000 |
| Breakthrough T1D Hagerstown, MD | General Support | $13,500 |
| American Cancer Society Inc Atlanta, GA | General Support | $10,000 |
| American Heart Association Knoxville, TN | General Support | $10,000 |
| Ballad Health Foundation Johnson City, TN | General Support | $10,000 |
| Diversity Equity and Inclusion Alliance of Northeast Tennessee Johnson City, TN | General Support | $10,000 |
| Outmemphis Memphis, TN | General Support | $10,000 |
| St Jude Children's Research Hospital Memphis, TN | General Support | $10,000 |
| The Tivoli Theatre Foundation Inc Chattanooga, TN | General Support | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $16,031,568 | $1,184,366 | $694,147 | $118,820 | 11 | $1,184,366 |
| 2024 | $14,699,940 | $751,088 | $499,623 | $52,649 | 7 | $751,088 |
| 2023 | $13,012,154 | $259,471 | $514,034 | $87,000 | 9 | $259,471 |
| 2022 | $11,477,824 | $968,056 | $671,127 | $242,700 | 25 | $968,056 |
| 2021 | $14,432,569 | $721,755 | $602,898 | $225,900 | 22 | $721,755 |
| 2020 | $13,045,162 | $371,641 | $621,129 | $382,120 | 55 | $371,641 |
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 2025. As of 2025, the organization holds $16.0M in total assets. In 2025, it awarded 11 grants totaling $119K. Net investment income was $1.2M.
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 11 officers listed in 2025 report compensation.
Officers on the 2025 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
Interim Secretary
Assistant Secretary → Interim Secretary, 2025
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
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
Former Treasurer
Treasurer → Former Treasurer, 2025
On filings since 2022
1.5 hrs/week
No compensation reported
Amy Andrews
Treasurer
On filings since 2024
1 hr/week
No compensation reported
Former officers (4)
- Former: Trey White (2020–2024) — Former CFO
- Former: Dalya Qualls (2021) — Chairperson & President
- Former: Calvin Anderson (2020) — Former Chairperson
- Former: George Smith (2020) — Board Member
Data from IRS Form 990 filings, 2020–2025. "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 $119K across 11 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $53K across 7 grants.
What is Southern Health Plan Inc's typical grant size?
Southern Health Plan Inc's median grant in 2025 was $10,000, and its average grant was $10,802, across 11 grants on its 2025 IRS Form 990. Organizations receiving their first grant from Southern Health Plan Inc that year got $12K on average.
Where does Southern Health Plan Inc give grants?
Southern Health Plan Inc gives mostly in Tennessee: 68% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The next largest states were Virginia (13%) and Maryland (11%). The most frequent recipient cities were Memphis, TN (4 grants) and Johnson City, TN (2 grants).
Does Southern Health Plan Inc give general operating support?
Yes: 100% of Southern Health Plan Inc's 2025 grants with a stated purpose (11 of 11) were for general or operating support, per its 2025 IRS Form 990.
Who are Southern Health Plan Inc's largest grantees?
Southern Health Plan Inc's largest 2025 grantees include National Black Caucus ($15,000), UVA Wise Foundation ($15,000) and Breakthrough T1D ($13,500), according to its 2025 IRS Form 990. Together they received 37% of its itemized 2025 grant dollars.
How large is Southern Health Plan Inc?
Southern Health Plan Inc reported $16.0M in total assets on its 2025 IRS Form 990. Its revenue that year was $1.2M.
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 2020–2025.
Data last updated November 2026. Sourced from IRS Form 990 filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2025 (received by the IRS September 8, 2026)
- Updated Form 990 for fiscal year 2020 (received by the IRS November 9, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS October 14, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 6, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 6, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 13, 2025)
- IRS filings on file for fiscal years 2020–2024
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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Southern Health Plan Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Southern Health Plan Inc down — hundreds of funders to go?