Nonprofit · EIN 58-1406632
SOUTHERN HEALTH PLAN INC
Tax-exempt · CHATTANOOGA, TN 37402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,184,366 | $694,147 | $490,219 | $16,031,568 | $5,470 | $16,026,098 |
| December 31, 2024 | 990 | $751,088 | $499,623 | $251,465 | $14,699,940 | $14,396 | $14,685,544 |
| December 31, 2023 | 990 | $259,471 | $514,034 | -$254,563 | $13,012,154 | $29,186 | $12,982,968 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $1,184,366
- Net gain from sales of assets
- $823,962
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $358,743
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $19,750
- Travel
- $150
- Program services (functional)
- $571,183
- Management and general (functional)
- $122,964
Balance sheet and other
- Total assets, start of year
- $14,699,940
- Total assets, end of year
- $16,031,568
- Total liabilities, end of year
- $5,470
- Net assets, end of year
- $16,026,098
- Publicly traded securities
- $15,924,587
- Net assets without donor restrictions
- $16,026,098
- Gross receipts
- $3,158,605
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1980
- State of legal domicile
- TN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROY VAUGHN | FORMER CHAIRPERSON, PRESID Former | 0 | $0 | $1,307,190 | $82,209 |
| DAVID CRISWELL | FORMER TREASURER Former | 1.5 | $0 | $1,261,066 | $84,643 |
| ANDREA WILLIS MD | BOARD MEMBER Trustee or director | 1 | $0 | $881,669 | $70,969 |
| JOHN MAKI | BOARD MEMBER Trustee or director | 1 | $0 | $654,790 | $70,617 |
| DALYA QUALLS WHITE | CHAIRPERSON & PRESIDENT Trustee or director, Officer | 2 | $0 | $601,900 | $67,200 |
| DANIEL GREGORY | CFO Officer | 1.5 | $0 | $502,705 | $57,367 |
| DENNIS CULVER | FORMER TREASURER Former | 0 | $0 | $469,972 | $50,884 |
| AMY ANDREWS | TREASURER Officer | 1 | $0 | $360,966 | $50,753 |
| MANDY SAVAGE | ASSISTANT TREASURER Officer | 0.5 | $0 | $275,685 | $52,037 |
| JILL LANGSTON | SECRETARY (UNTIL 11-21-25) Officer | 0.5 | $0 | $160,722 | $32,836 |
| KRISTY WHITE | INTERIM SECRETARY (AS OF 11-24-25) Officer | 0.5 | $0 | $96,963 | $22,260 |
990 for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROY VAUGHN | FORMER CHAIRPERSON, PRESID Former | 0 | $0 | $1,300,654 | $89,795 |
| ANDREA WILLIS MD | BOARD MEMBER Trustee or director | 1 | $0 | $875,950 | $75,138 |
| TREY WHITE | FORMER CFO Former | 0 | $0 | $869,340 | $0 |
| DAVID CRISWELL | TREASURER (UNTIL 05-01-24) Officer | 1.5 | $0 | $775,854 | $63,809 |
| JOHN MAKI | BOARD MEMBER Trustee or director | 1 | $0 | $689,796 | $71,620 |
| DALYA QUALLS WHITE | CHAIRPERSON & PRESIDENT Trustee or director, Officer | 2 | $0 | $596,349 | $71,827 |
| DENNIS CULVER | FORMER TREASURER Former | 0 | $0 | $490,027 | $48,300 |
| DANIEL GREGORY | CFO Officer | 1.5 | $0 | $464,666 | $55,675 |
| AMY ANDREWS | TREASURER (AS OF 05-13-24) Officer | 1 | $0 | $316,498 | $48,125 |
| MANDY SAVAGE | ASSISTANT TREASURER Officer | 0.5 | $0 | $298,405 | $51,103 |
| JILL LANGSTON | SECRETARY Officer | 0.5 | $0 | $171,968 | $34,097 |
| KRISTY WHITE | ASSISTANT SECRETARY Officer | 0.5 | $0 | $95,346 | $17,883 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROY VAUGHN | FORMER CHAIRPERSON, PRESID Former | 2 | $0 | $1,123,770 | $88,143 |
| ANDREA WILLIS MD | BOARD MEMBER Trustee or director | 1 | $0 | $815,119 | $73,079 |
| JOHN MAKI | BOARD MEMBER Trustee or director | 1 | $0 | $710,716 | $72,777 |
| DALYA QUALLS WHITE | CHAIRPERSON & PRESIDENT Trustee or director, Officer | 2 | $0 | $526,573 | $71,713 |
| DAVID CRISWELL | TREASURER Officer | 1.5 | $0 | $492,364 | $44,500 |
| DENNIS CULVER | FORMER TREASURER Former | 1.5 | $0 | $465,541 | $56,174 |
| DANIEL GREGORY | CFO Officer | 1.5 | $0 | $371,944 | $43,973 |
| MANDY SAVAGE | ASSISTANT TREASURER Officer | 0.5 | $0 | $271,519 | $43,449 |
| JILL LANGSTON | SECRETARY Officer | 0.5 | $0 | $171,558 | $31,440 |
| KRISTY WHITE | ASSISTANT SECRETARY Officer | 0.5 | $0 | $93,693 | $16,841 |
Address and contacts
- Address (IRS master file)
- 1 CAMERON HILL CIRCLE, CHATTANOOGA, TN 37402-9815
- Principal officer (990 for 2025)
- DANIEL GREGORY, 1 CAMERON HILL CIRCLE, CHATTANOOGA, TN 37402
- Signed the 990
- DANIEL GREGORY, CFO
- Phone
- (423) 535-8224
- Return prepared by
- LBMC PC
Mission
TO SUPPORT THE COMMUNITIES WE SERVE EMPHASIZING HEALTHY LIVING AND QUALITY OF LIFE.
Program accomplishments
- SEE SCH O FORM 990, PART III, LINE 4A FOR DESCRIPTION.THE COMPANY SUPPORTED PROGRAMS FOR ALL LEVELS OF EDUCATION THUS BUILDING A COMPETENT WORKFORCE AND PROSPEROUS ECONOMY. THE COMPANY SUPPORTED EVENTS AND PROGRAMS THAT EMPHASIZE ECONOMIC AND COMMUNITY DEVELOPMENT. THE COMPANY DEMONSTRATED EXCELLENT CORPORATE CITIZENSHIP AND COMMITMENT TO TENNESSEANS, WITH THE PRIORITY TO SUPPORT THE COMMUNITIES IT SERVED, EMPHASIZING HEALTHY LIVING, HEALTH CARE ACCESS AND QUALITY OF LIFE.Expenses $571,183 · grants $358,743
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 58-1406632
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1980
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $16,031,568
- Income (IRS master file)
- $3,158,605
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,184,366 | $694,147 | $16,031,568 | XML |
| 990 | December 2024 | $751,088 | $499,623 | $14,699,940 | XML |
| 990 | December 2023 | $259,471 | $514,034 | $13,012,154 | XML |
| 990 | December 2022 | $968,056 | $671,127 | $11,477,824 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 58-1406632).
Questions about SOUTHERN HEALTH PLAN INC
- What is the EIN of SOUTHERN HEALTH PLAN INC?
- The employer identification number (EIN) of SOUTHERN HEALTH PLAN INC is 58-1406632.
- Is SOUTHERN HEALTH PLAN INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1980.
- Are donations to SOUTHERN HEALTH PLAN INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTHERN HEALTH PLAN INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTHERN HEALTH PLAN INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHERN HEALTH PLAN INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SOUTHERN HEALTH PLAN INC?
- The 990 for the year ended December 31, 2025 names DANIEL GREGORY.
- Who are the officers and directors of SOUTHERN HEALTH PLAN INC?
- The 990 for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does SOUTHERN HEALTH PLAN INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,184,366, expenses of $694,147 and total assets of $16,031,568 at year end.
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