Southern Health Plan Inc

CHATTANOOGA, TN EIN: 58-1406632

TO SUPPORT THE COMMUNITIES WE SERVE EMPHASIZING HEALTHY LIVING AND QUALITY OF LIFE.

Financial Overview

From 2024 IRS Form 990-PF

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

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$266K$532K$799K$1M20202021202220232024
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
Qualifying Distributions
Net Investment Income$751,088$259,471$968,056
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$96K$191K$287K$382K55 grants202022 grants202125 grants20229 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

AMERICAN CANCER SOCIETY …$10KAMERICAN HEART ASSOCIATION$10KUNIVERSITY OF MEMPHIS FO…$10KOF ONE ACCORD INC$6KSLEEP IN HEAVENLY PEACE …$6KCITY OF CHATTANOOGA$6KJOHNSON CITY RECOVERY CE…$5K

Grant Size Distribution

118 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Southern Health Plan Inc fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ANDREA WILLIS MDBOARD MEMBER1
JOHN MAKIBOARD MEMBER1
DALYA QUALLS WHITECHAIRPERSON & PRESIDENT2
DAVID CRISWELLTREASURER (UNTIL 05-01-24)1.5
DANIEL GREGORYCFO1.5
AMY ANDREWSTREASURER (AS OF 05-13-24)1
MANDY SAVAGEASSISTANT TREASURER0.5
JILL LANGSTONSECRETARY0.5
KRISTY WHITEASSISTANT SECRETARY0.5
TREY WHITEFORMER CFO
ROY VAUGHNFORMER CHAIRPERSON, PRESID
DENNIS CULVERFORMER TREASURER

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

7states

Cities

ArlingtonAtlantaBeersheba SpringsBrentwoodBristolBrownsvilleChattanoogaChicagoClevelandCordovaDicksonElizabethtonJacksonJohnson CityKingsportKnoxvilleMemphisMiamiMorristownMt Juilet

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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