· Public charity
Southern Health Plan Inc
To support the communities we serve emphasizing healthy living and quality of life.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2017–2024.
Where the money goes
Your grants by size, and where they go.
The 7 grants below total $52,649 — the rows itemised in this filing. The $413,605 headline is the total grant expense reported on the return, so the remaining $360,956 is giving the schedule does not break out: grants under the $5,000 itemisation floor, grants to individuals, and grants reported on other schedules. Every figure below describes the itemised rows only.
By grant size · FY2024
- Under $10k4 grants · $23k
- $10k–50k3 grants · $30k
| Recipient | Amount |
|---|---|
| AMERICAN HEART ASSOCIATION | $10,000 |
| UNIVERSITY OF MEMPHIS FOUNDATION | $10,000 |
| AMERICAN CANCER SOCIETY INC | $10,000 |
| SLEEP IN HEAVENLY PEACE INC | $6,000 |
| OF ONE ACCORD INC | $6,000 |
| CITY OF CHATTANOOGA | $5,600 |
| JOHNSON CITY RECOVERY CENTER | $5,049 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY17–22, $68k) land where the poverty rate runs at 12%, against an area that typically sits at 12%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +41% since the first grant, against +40% for the ones you funded once.
48 repeat relationships — 3 still active in FY2024, 45 since wound down; 4 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 57% of grant dollars renewed an existing relationship; $23k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- AHAmerican Heart Association Inc8× · 2017–2024 · $184k · revenue +33%
- HMHunter Museum of American Art4× · 2017–2020 · $70k · revenue +127%
- MHMEMORIAL HEALTH CARE SYSTEM FOUNDATION INC4× · 2017–2021 · $68k · revenue +260%
Funded once
- HTHealthy Tennesseeone grant, 2019 · $60k · revenue -86% · 78% of their budget
- CFCamellia Foundation Incgraduatedone grant, 2018 · $40k · revenue +90%
- KDKEYSTONE DENTAL CARE INCone grant, 2018 · $25k
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
Cumberland Medical Center provides quality healthcare, in alignment with Covenant Health's mission to serve the community by improving the quality of life through better health, regardless of the patient's ability to pay.
Methodist Medical Center provides quality healthcare, in alignment with Covenant Health's mission to serve the community by improving the quality of life through better health regardless of a patient's ability to pay.
Roane County Medical Center provides quality healthcare, in alignment with Covenant Health's mission to serve the community by improving the quality of life through better health, regardless of a patient's ability to pay.
Claiborne Medical Center provides quality healthcare, in alignment with Covenant Health's mission to serve the community by improving the quality of life through better health, regardless of a patient's ability to pay.
To be a successful physician led, professionally managed medical practice that benefits our patients and our community, while supporting the UT Health Science Center's mission through clinical excellence, financial responsibility and a…
Nashville public radio's mission is to be the most trusted & independent nashville voice, connecting our communities through non-partisan journalism, compelling storytelling, civil conversation and music discovery.
Mental health cooperative inc. (mhc) provides integrated health services that include behavioral health care, primary health care, addiction services, and community-based care management. mhc also provides emergency psychiatric services…
Thompson Cancer Survival Center provides support services for cancer patients, in alignment with Covenant Health's mission to serve the community by improving the quality of life through better health, regardless of a patient's ability to…
To maintain high standards for nursing homes in the state of tennessee and to seek the solutions to problems common to members of the association.
Carolina Family Health Centers, Inc. provides accessible and affordable health care with excellence...where patients come FIRST
Nashville cares exists to end the hiv epidemic, promote comprehensive sexual health and end sexual health stigmatization and discrimination through prevention, education, treatment, support, advocacy, and strategic partnership.
To provide accessible affordable, holistic healthcare to patients across the lifespan with a special focus on vulnerable populations, within a financially sustainable delivery model. further, uchs supports health professions education,…
For reference, the grantee most central to the portfolio’s shape is The Community Foundation of Greater Chattanooga Inc and the most unlike its peers is Downside Up Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 36 years old; the field is 23. You back the established end — and your money leans older still.
The field is 19% startups (under 5 years old) — 1% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 2% lost their exemption, against 14% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
109 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 109 of the 125 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds American Heart Association Inc ↗
- Who funds AMERICAN CANCER SOCIETY INC ↗
- Who funds Hunter Museum of American Art ↗
- Who funds MEMORIAL HEALTH CARE SYSTEM FOUNDATION INC ↗
- Who funds UNIVERSITY OF MEMPHIS FOUNDATION ↗
- Who funds Healthy Tennessee ↗
- Who funds BREAKTHROUGH T1D ↗
- Who funds SILOAM HEALTH ↗
- Who funds CHATTANOOGA WOMEN'S LEADERSHIP ↗
- Who funds BEERSHEBA SPRINGS MEDICAL CLINIC ↗
- Who funds Camellia Foundation Inc ↗
- Who funds MARCH OF DIMES INC ↗
- Who funds LITERACY MID-SOUTH INC ↗
- Who funds THE UNIVERSITY OF TENNESSEE FOUNDATION INC ↗
- Who funds Methodist Healthcare Foundation ↗
- Who funds CHURCH HEALTH CENTER OF MEMPHIS INC ↗
- Who funds Creative Discovery Museum ↗
- Who funds CHARIS HEALTH CENTER ↗
- Who funds HEALING HANDS HEALTH CENTER INC ↗
- Who funds WOMEN'S FUND OF GREATER CHATTANOOGA ↗
- Who funds TENNESSEE CHARITABLE CARE NETWORK ↗
- Who funds KEYSTONE DENTAL CARE INC ↗
- Who funds BOYS AND GIRLS CLUBS OF CHATTANOOGA INC ↗
- Who funds Junior Achievment of Chattanooga ↗
- Who funds CROSSROADS DOWNTOWN PARTNERSHIP ↗
- Who funds BIG BROTHERS BIG SISTERS OF GREATER CHATTANOOGA ↗
- Who funds Chattanooga Area Food Bank Inc ↗
- Who funds THE ORANGE GROVE CENTER INC ↗
- Who funds VOLUNTEERS IN MEDICINE CHATTANOOGA INC ↗
- Who funds Ronald McDonald House Charities of Memphis Inc ↗
- Who funds ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC ↗
- Who funds Friends in Need Health Center Inc ↗
- Who funds SIGNAL CENTERS INC ↗
- Who funds Big Brothers Big Sisters of the Mid-South Inc ↗
- Who funds Metropolitan Inter-Faith Association ↗
- Who funds EAST TENNESSEE CHILDREN'S HOSPITAL ASSOCIATION INC ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: Tennessee Health Foundation Inc · Robert F Stone Foundation AKA Bobby Stone Foundation · The Community Foundation of Greater Chattanooga Inc · Benwood Foundation Inc · Weldon F Osborne Foundation Inc · Hamico Inc · Chattanooga Christian Community Foundation · Robert L & Kathrina H Maclellan Founda Foundation · Community Foundation of Greater Memphis Inc · United Way of Greater Chattanooga · Tennessee Charitable Care Network · Smile 180 Foundation
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Southern Health Plan Inc funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
- Best Buddies International Inc — 4% of income from government
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.