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Southern Health Plan Inc at a glance

· Public charity

Southern Health Plan Inc

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

$359k
Granted FY2025still arriving
11
Grants FY2025still arriving
4
States reached
$15k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Health$1.2MEducation$160kArts & Culture$147kYouth Development$133kHuman Services$122kCommunity Improvement$73kFood & Nutrition$59kPhilanthropy$57kOther$0
02FY2025 · 11 grants

Where the money goes

Grants by size, and the largest recipients.

How this is measured
The 11 grants below total $118,820, the rows itemized in this filing. The $358,743 headline is the total grant expense on the return; the other $239,923 is giving the schedule does not break out (grants under the $5,000 itemization floor, grants to individuals, grants on other schedules). Every figure below describes the itemized rows only.

By grant size · FY2025

  • Under $10k1 grant · $5k
  • $10k–50k10 grants · $114k
$10,000
Median grant
4
States reached
$16M
Total assets
Largest grants
RecipientAmount
UVA WISE FOUNDATION$15,000
NATIONAL BLACK CAUCUS$15,000
BREAKTHROUGH T1D$13,500
AMERICAN HEART ASSOCIATION$10,000
OUTMEMPHIS$10,000
DIVERSITY EQUITY AND INCLUSION ALLIANCE OF NORTHEAST TENNESSEE$10,000
AMERICAN CANCER SOCIETY INC$10,000
THE TIVOLI THEATRE FOUNDATION INC$10,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL$10,000
BALLAD HEALTH FOUNDATION$10,000
UNIVERSITY OF MEMPHIS FOUNDATION$5,320
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–25, $78k) land where the poverty rate runs at 13%, against an area that typically sits at 12%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 12%CENTRO HISPANO DE EAST TENNESSEE: $5k → 12%OUTMEMPHIS: $10k → 17%ORANGE GROVE CENTER: $10k → 12%ORANGE GROVE CENTER INC: $10k → 12%LA PAZ CHATTANOOGA: $8k → 12%LA PAZ CHATTANOOGA: $5k → 12%KNOXVILLE AREA URBAN LEAGUE INC: $5k → 12%METROPOLITAN INTER-FAITH ASSOCIATION: $5k → 12%METROPOLITAN INTER-FAITH ASSOCIATION: $5k → 17%METROPOLITAN INTER-FAITH ASSOCIATION: $5k → 17%PURPOSE POINT COMMUNITY RESOURCE CENTER: $10k → 12%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

69%of every dollar goes to organizations it has funded before.
$1.5M · 49 repeat orgs$654k to everyone else

Grantees it renews have grown median revenue +41% since the first grant, against +35% for those funded once.

49 repeat relationships: 5 still active in FY2025, 44 since wound down; 6 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

49
74

Total granted

$1.5M
$584k

Median revenue growth · since first grant

+41%
+35%

Still filing today

88%
81%

New vs renewed · share of each year

In FY2025, 41% of grant dollars renewed an existing relationship; $70k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
HealthArts & CultureHuman ServicesYouth DevelopmentFood & NutritionInternationalOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). 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

  • AH
    American Heart Association Inc
    9× · 2017–2025 · $194k · revenue +33%
  • BT
    BREAKTHROUGH T1D
    6× · 2018–2025 · $71k · revenue +31%
  • UO
    UNIVERSITY OF MEMPHIS FOUNDATION
    7× · 2019–2025 · $70k · revenue +84%

Funded once

  • HT
    Healthy Tennessee
    one grant, 2019 · $60k · revenue -86% · 78% of their budget
  • CF
    Camellia Foundation Incgraduated
    one grant, 2018 · $40k · revenue +90%
  • KD
    KEYSTONE DENTAL CARE INC
    one grant, 2018 · $25k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Cumberland Medical Center

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.

Health
2
Methodist Medical Center

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.

Health
3
Ut Medical Group Inc

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…

Health
4
Roane County Medical Center

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.

Health
5
Claiborne Medical Center

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.

Health
6
Methodist Healthcare-Memphis Hospitals

Methodist le bonheur healthcare, in partnership with its medical staffs, will collaborate with patients and their families to be the leader in providing high quality, cost-effective patient-and family-centered care. services will be…

Health
7
Thompson Cancer Survival Center

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…

—
8
Mental Health Cooperative Inc

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…

Health
9
Nashville Cares

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.

Health
10
Nashville Public Radio

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.

Arts & Culture
11
University Community Health Service

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,…

Health
12
Fort Loudoun Medical Center

Fort Loudoun 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.

Health
How this is measured
The grantee most central to the portfolio’s shape is The Community Foundation of Greater Chattanooga Inc; 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.
04the grantee network

115 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, not grant rows in a single year, so this will not match the grant count on the cover. 115 of the 131 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
38
Early backer (in before they grew)
111/115
Grantees still filing
86/115
Grew since first funded

Where the money sits, by cause and then by grantee

American Heart Association Inc: $193,500 · HealthAmerican Heart Association IncAMERICAN CANCER SOCIETY INC: $87,500 · HealthAMERICAN CANCER SOCIETY INCBREAKTHROUGH T1D: $70,500 · HealthBREAKTHROUGH T1DHealthy Tennessee: $60,000 · HealthHealthy TennesseeBEERSHEBA SPRINGS MEDICAL CLINIC: $45,000 · HealthCamellia Foundation Inc: $40,000 · HealthMARCH OF DIMES INC: $36,500 · Health+36 more: $437,049 · Health+36 moreMEMORIAL HEALTH CARE SYSTEM FOUNDATION INC: $67,500 · OtherMEMORIAL HEALTH CARE SYSTEM FOUNDAT…SILOAM HEALTH: $50,000 · OtherSILOAM HEALTHCHATTANOOGA WOMEN'S LEADERSHIP: $48,000 · OtherCHATTANOOGA WOMEN'S LEADERSHIPLITERACY MID-SOUTH INC: $35,000 · OtherKEYSTONE DENTAL CARE INC: $25,000 · OtherWOMEN'S FUND OF GREATER CHATTANOOGA: $27,500 · Other+45 more: $424,060 · Other+45 moreHunter Museum of American Art: $70,000 · Arts & CultureCreative Discovery Museum: $30,000 · Arts & CultureMEMPHIS IN MAY INTERNATIONAL FESTIVAL INC: $14,500 · Arts & CultureTHE TIVOLI THEATRE FOUNDATION INC: $10,000 · Arts & Culture+6 more: $30,000 · Arts & CultureUNIVERSITY OF MEMPHIS FOUNDATION: $70,320 · EducationTHE UNIVERSITY OF TENNESSEE FOUNDATION INC: $35,000 · EducationTHE UNIVERSITY OF VIRGINIA'S COLLEGE AT WISE FOUNDATION INC: $15,000 · EducationNASHVILLE PUBLIC LIBRARY FOUNDATION: $10,000 · EducationTHE ORANGE GROVE CENTER INC: $20,000 · Human ServicesMetropolitan Inter-Faith Association: $15,000 · Human ServicesLA PAZ DE DIOS INC: $12,500 · Human ServicesOUTMEMPHIS: $10,000 · Human ServicesPURPOSE POINT COMMUNITY RESOURCE CENTER: $10,000 · Human ServicesISAIAH 117 HOUSE: $7,700 · Human ServicesHOPE HOUSE DAY CARE CENTER INC: $5,000 · Human ServicesKNOXVILLE AREA URBAN LEAGUE INCORPORATED: $5,000 · Human ServicesCENTRO HISPANO DE EAST TENNESSEE: $5,000 · Human ServicesBIG BROTHERS BIG SISTERS OF GREATER CHATTANOOGA: $20,000 · Youth DevelopmentTEAMSTER NATIONAL BLACK CACUS MEMPHIS DELTA CHAPTER: $15,000 · Youth DevelopmentGIRLS INC OF CHATTANOOGA: $11,000 · Youth DevelopmentGIRL TALK INC: $6,000 · Youth DevelopmentEMERALD YOUTH FOUNDATION: $6,000 · Youth DevelopmentThe Coalition for Kids Inc: $5,000 · Youth DevelopmentGirls on the Run of Greater Knoxville: $5,000 · Youth DevelopmentGREAT SMOKY MOUNTAIN COUNCIL 557 BOY SCOUTS OF AMERICA TRUST: $5,000 · Youth DevelopmentJunior Achievment of Chattanooga: $21,500 · InternationalREMOTE AREA MEDICAL: $13,000 · InternationalJUNIOR ACHIEVEMENT OF MIDDLE TN: $10,000 · InternationalDIVERSITY EQUITY AND INCLUSION ALLIANCE OF NORTHEAST TENNESSEE: $10,000 · InternationalBest Buddies International Inc: $5,000 · InternationalJUNIOR ACHIEVEMENT OF MEMPHIS AND THE MID-SOUTH INC: $5,000 · International
Health$970,049Other$677,060Arts & Culture$154,500Education$130,320Human Services$90,200Youth Development$73,000International$64,500

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetAmerican Heart Association Inc: $193,500 over 9y, 0.0% of budgetAMERICAN CANCER SOCIETY INC: $87,500 over 7y, 0.0% of budgetBREAKTHROUGH T1D: $70,500 over 6y, 0.0% of budgetUNIVERSITY OF MEMPHIS FOUNDATION: $70,320 over 7y, 0.0% of budgetHunter Museum of American Art: $70,000 over 4y, 0.4% of budgetMEMORIAL HEALTH CARE SYSTEM FOUNDATION INC: $67,500 over 4y, 1.1% of budgetHealthy Tennessee: $60,000 over 1y, 78% of budgetSILOAM HEALTH: $50,000 over 5y, 0.2% of budgetCHATTANOOGA WOMEN'S LEADERSHIP: $48,000 over 4y, 12% of budgetBEERSHEBA SPRINGS MEDICAL CLINIC: $45,000 over 4y, 14% of budgetCamellia Foundation Inc: $40,000 over 1y, 0.9% of budgetMARCH OF DIMES INC: $36,500 over 3y, 0.0% of budgetLITERACY MID-SOUTH INC: $35,000 over 4y, 0.9% of budgetTHE UNIVERSITY OF TENNESSEE FOUNDATION INC: $35,000 over 2y, 0.0% of budgetCreative Discovery Museum: $30,000 over 3y, 0.2% of budgetCHURCH HEALTH CENTER OF MEMPHIS INC: $30,000 over 2y, 0.1% of budgetCHARIS HEALTH CENTER: $30,000 over 4y, 2.1% of budgetMethodist Healthcare Foundation: $30,000 over 4y, 0.2% of budgetWOMEN'S FUND OF GREATER CHATTANOOGA: $27,500 over 2y, 11% of budgetHEALING HANDS HEALTH CENTER INC: $27,500 over 2y, 0.6% of budgetTENNESSEE CHARITABLE CARE NETWORK: $25,000 over 2y, 16% of budgetBOYS AND GIRLS CLUBS OF CHATTANOOGA INC: $22,500 over 4y, 0.4% of budgetJunior Achievment of Chattanooga: $21,500 over 2y, 4.3% of budgetTHE ORANGE GROVE CENTER INC: $20,000 over 2y, 0.0% of budgetRonald McDonald House Charities of Memphis Inc: $20,000 over 3y, 0.3% of budgetBIG BROTHERS BIG SISTERS OF GREATER CHATTANOOGA: $20,000 over 4y, 0.7% of budgetVOLUNTEERS IN MEDICINE CHATTANOOGA INC: $20,000 over 3y, 2.0% of budgetCROSSROADS DOWNTOWN PARTNERSHIP: $20,000 over 2y, 11% of budgetChattanooga Area Food Bank Inc: $20,000 over 2y, 0.0% of budgetALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC: $18,500 over 2y, 0.0% of budgetFriends in Need Health Center Inc: $17,500 over 2y, 0.9% of budgetSIGNAL CENTERS INC: $15,000 over 2y, 0.1% of budgetEAST TENNESSEE CHILDREN'S HOSPITAL ASSOCIATION INC: $15,000 over 2y, 0.0% of budgetST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $15,000 over 2y, 0.0% of budgetBig Brothers Big Sisters of the Mid-South Inc: $15,000 over 3y, 1.4% of budgetPARKINSON'S FOUNDATION INC: $15,000 over 2y, 0.0% of budgetTHE UNIVERSITY OF VIRGINIA'S COLLEGE AT WISE FOUNDATION INC: $15,000 over 1y, 0.1% of budgetMetropolitan Inter-Faith Association: $15,000 over 3y, 0.1% of budgetMEMPHIS IN MAY INTERNATIONAL FESTIVAL INC: $14,500 over 1y, 0.1% of budgetREMOTE AREA MEDICAL: $13,000 over 2y, 0.1% of budgetSECOND HARVEST FOOD BANK OF MIDDLE TN INC: $12,500 over 2y, 0.0% of budgetGIRLS INC OF CHATTANOOGA: $11,000 over 2y, 0.5% of budgetPORTER-LEATH: $11,000 over 2y, 0.0% of budgetAMERICAN LUNG ASSOCIATION: $10,000 over 2y, 0.0% of budgetTHE TIVOLI THEATRE FOUNDATION INC: $10,000 over 1y, 0.1% of budgetSISKIN HOSPITAL FOR PHYSICAL REHABILITATION INC: $10,000 over 1y, 0.0% of budgetDICKSON COMMUNITY CLINIC: $10,000 over 2y, 2.0% of budgetNASHVILLE PUBLIC LIBRARY FOUNDATION: $10,000 over 1y, 0.2% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Tennessee Health Foun…Robert F Stone Founda…The Community Foundat…Benwood Foundation IncWeldon F Osborne Foun…Hamico IncChattanooga Christian…Robert L & Kathrina H…Community Foundation …United Way of Greater…Tennessee Charitable …Smile 180 Foundation
Tennessee Health Foundation IncTN60.6× affinity27 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

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

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Southern Health Plan Inc funds: left to right is the share of its income from government, bottom to top the share from Southern Health Plan Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%3%6%10%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 4%
  • Best Buddies International Inc: 4% of income from government
no gov moneyreceives it· size = income
0get no government money at all
49report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
typical government reliance, FY20–25
How this is measured
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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 131 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990 e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Southern Health Plan’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home