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 $53K across 7 grants in 2024 (avg $8K), mostly in Tennessee. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $52,649
- -39.5% vs 2023
- Grants made (2024)
- 7
- -22.2% vs 2023
- Average grant
- $7,521
- -22.2% vs 2023
- Median grant
- $6,000
- Total assets
- $14,699,940
- +13.0% vs 2023
- Primary geography
- Tennessee (70% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
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 7 recipients in 2024
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
The most common grant size was under $50K: 118 grants of 118 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 7 itemized grants.
Cities
How Southern Health Plan Inc gives
- Giving fell 77% from 2021 to 2024. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $53K (2024) to $382K (2020). In 2024 it made 7 grants totaling $53K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Cancer Society Inc Atlanta, GA | General Support | $10,000 |
| American Heart Association Knoxville, TN | General Support | $10,000 |
| University of Memphis Foundation Memphis, TN | General Support | $10,000 |
| Of One Accord Inc Rogersville, TN | General Support | $6,000 |
| Sleep in Heavenly Peace Inc Pocatello, ID | General Support | $6,000 |
| City of Chattanooga Chattanooga, TN | General Support | $5,600 |
| Johnson City Recovery Center Johnson City, TN | General Support | $5,049 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 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 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.
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.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- 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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Southern Health Plan Inc down — hundreds of funders to go?