2024-05-15T16:38:31-05:00 2023-06-30 581763439 WINDHAM BRANNON LLC 3630 PEACHTREE RD NE SUITE 600 ATLANTA GA 30326 990 2022-07-01 586045874 PLANNED PARENTHOOD SOUTHEAST INC PLAN 4045678285 241 PEACHTREE STREET NE SUITE 400 ATLANTA GA 30303 ANDREW I MELTON CFO 4045678285 2024-05-15 1 ANDREW MELTON 999009999 0 ANDREA BLANCHARD P00735647 4048982000 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CAROL MCDONALD 241 PEACHTREE STREET NE SUITE 400 ATLANTA GA 30303 11512466 0 X WWW.PLANNEDPARENTHOOD.ORG/PPSE X 1965 GA TO PROTECT REPRODUCTIVE HEALTH BY PROVIDING COMPREHENSIVE SEX EDUCATION AND QUALITY HEALTH CARE. 28 28 116 200 230282 0 8293866 9082745 3048556 2106880 32048 65692 17382 12529 11391852 11267846 0 0 0 0 6284369 5715841 0 0 487901 5960391 6061287 12244760 11777128 -852908 -509282 17429633 18966681 4974583 7061617 12455050 11905064 PLANNED PARENTHOOD SOUTHEAST PROVIDES COMPREHENSIVE REPRODUCTIVE AND COMPLEMENTARY HEALTH CARE SERVICES; ADVOCATES FOR PUBLIC POLICIES; PROVIDES EDUCATIONAL PROGRAMS AND PARTICIPATES IN RESEARCH. 0 0 8399778 2110804 PPSE PROVIDES QUALITY AFFORDABLE SEXUAL AND REPRODUCTIVE HEALTH CARE IN A NON-JUDGEMENTAL SETTING. 598440 PPSE ADVOCATES FOR PUBLIC POLICIES AND INITIATIVES THAT SUPPORT HEALTH CARE ACCESS FOR EVERYONE. 357816 PPSE PARTNERS WITH VARIOUS ORGANIZATIONS SUCH AS PUBLIC AND PRIVATE ELEMENTARY, MIDDLE, AND HIGH SCHOOLS, AFTER-SCHOOL PROGRAMS, ADULT EDUCATION PROGRAMS, HOSPITALS, AND UNIVERSITIES TO IMPLEMENT EVIDENCE-BASED, MEDICALLY-ACCURATE SEXUAL AND REPRODUCTIVE HEALTH CURRICULA. 9356034 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 19 0 1 116 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA X ANDREW I MELTON 4046889305 241 PEACHTREE STREET NE SUITE 400 ATLANTA GA 30303 X ELAINE ALEXANDER LIFETIME DIRECTOR (NON-VOTING) 1.00 0.50 X 0 0 0 MAX MICHAEL LIFETIME DIRECTOR (NON-VOTING) 1.00 X 0 0 0 MATT KRIEDER LIFETIME DIRECTOR (NON-VOTING) 1.00 X 0 0 0 KAREN DOOLITTLE SECRETARY 1.00 X X 0 0 0 EVELYN REYNOLDS CHAIRPERSON 1.00 X X 0 0 0 MINA HOLLIDAY TREASURER 1.00 X X 0 0 0 LEESA BOOTH VICE CHAIR 1.00 X X 0 0 0 STACY ALDINGER DIRECTOR 1.00 X 0 0 0 JASMINE BURTON DIRECTOR 1.00 X 0 0 0 SUSAN CARINI DIRECTOR 1.00 X 0 0 0 STACY COLE DIRECTOR 1.00 X 0 0 0 ARIEL ESTEVES DIRECTOR 1.00 X 0 0 0 ABBY FRIEDMAN DIRECTOR 1.00 X 0 0 0 ALEX GOLDSMITH DIRECTOR 1.00 X 0 0 0 CARISA HINES MOORE DIRECTOR 1.00 X 0 0 0 BEVERLY JACKSON DIRECTOR 1.00 X 0 0 0 RITU KELOTRA DIRECTOR 1.00 X 0 0 0 NANCY KOZIOL DIRECTOR 1.00 X 0 0 0 NICKI CHOLLET DIRECTOR 1.00 X 0 0 0 CARA PETERMAN DIRECTOR 1.00 X 0 0 0 CORINA DOMAZICK DIRECTOR 1.00 X 0 0 0 CHELSEY HALL DIRECTOR 1.00 X 0 0 0 DAWN ROCK DIRECTOR 1.00 X 0 0 0 MONJRI SHAH DIRECTOR 1.00 X 0 0 0 CHRIS SMURDA DIRECTOR 1.00 X 0 0 0 MARCIA SPILLER DIRECTOR 1.00 X 0 0 0 ASHLEY HUGHES-AUSTIN DIRECTOR 1.00 X 0 0 0 SITA RANCHOD NISSON DIRECTOR 1.00 X 0 0 0 JULIE WADE DIRECTOR 1.00 X 0 0 0 MITCH ROBINSON DIRECTOR 1.00 X 0 0 0 MELINDA ROUGHTON DIRECTOR 1.00 X 0 0 0 STACI FOX CEO 35.00 5.00 X 81305 0 2800 SARA WOODSON CFO 39.00 1.00 X 135154 0 0 STEPHANIE FRAIM INTERIM CEO (INDEPENDENT CONTRACTOR) 20.00 2.00 X 60000 0 0 CAROL WANNA STAFF PHYSICIAN 40.00 X 162198 0 0 AMY KENNEDY VP EXTERNAL AFFIARS 40.00 X 130093 0 0 MARCIA RILEY CO-MEDICAL DIRECTOR 40.00 X 124000 0 0 DAINYELL SAWYER VP OF PEOPLE & CULTURE 40.00 X 121369 0 0 814119 0 2800 6 0 1 0 ALSTON & BIRD LLP ONE ATLANTIC CENTER 1201 W PEACHT ATLANTA GA 30309 LEGAL SERVICES (ATTORNEY) 233066 ABA 241 PEACHTREE LLC 651 DALLASE ST SUITE A ATLANTA GA 30308 RENT 117320 CITYLAND LLC 227 SANDY SPRINGS PLACE D-70 ATLANTA GA 30328 RENT 116577 HOLISTIC GYNECOLOGY 2785 LAWRENCEVILLE HWY STE 107 DECATUR GA 30033 HOLISTIC GYNECOLOGIST SERVICE 100806 4 260559 465829 8356357 365321 9082745 CLINIC FEES 621990 2106880 2106880 2106880 65692 65692 10800 0 10800 10800 10800 12143 465829 244620 -232477 -232477 MISCELLANEOUS INCOME 900099 234206 3924 230282 234206 11267846 2110804 230282 -155985 X 135815 109420 17652 8743 4688768 3777526 609406 301836 31748 29666 128 1954 481731 382848 58914 39969 377779 303447 49561 24771 134394 134394 35374 35374 132 132 8078 8078 1178261 937806 233255 7200 56527 19172 21049 16306 53701 49489 3737 475 365414 194027 166121 5266 748967 662871 62486 23610 184013 145135 26729 12149 62022 38115 23907 463008 414843 47830 335 192048 155656 34257 2135 MEDICAL SUPPLIES 1139345 1139345 CONTRACT STAFF 490570 490570 TELECOMMUNICATIONS 354513 38983 311780 3750 MISCELLANEOUS 305171 223787 66649 14735 289749 243196 21886 24667 11777128 9356034 1933193 487901 5573443 4815528 108115 61486 644048 752085 210207 168366 85422 88114 11253699 2026174 8619466 9227525 1934906 1840786 254026 2012791 17429633 18966681 881412 776193 2345627 2674042 1577565 1461491 169979 2149891 4974583 7061617 X 11344023 10870153 1111027 1034911 12455050 11905064 17429633 18966681 X -509282 74581 -115285 X 0 1 X 1 0 X 8108134 9424285 8846562 8293866 9082745 43755592 8108134 9424285 8846562 8293866 9082745 43755592 2617563 41138029 29196 25973 80745 42848 76492 255254 44010846 14897450 0.93470 0.92050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18750 0 18750 11758378 11777128 738856 184714 0 0 639198 773589 762238 738856 2913881 4370822 3390 11380 544 18750 34064 159800 193397 190560 184714 728471 1092707 3342 11380 544 18750 34016 891452 891452 500000 500000 -107041 1507 891452 500000 500000 500000 500000 500000 500000 1.00000 0 0 1058552 1058552 7759651 742798 7016853 639698 245114 394584 1576916 1038262 538654 218882 218882 9227525 SECURITY INVESTMENTS 32646 CHARITABLE GIFT ANNUITIES 236476 RIGHT OF USE ASSET 1743669 2012791 CHARITABLE GIFT ANNUITIES LIABILITY 169731 RIGHT OF USE LIABILITY 1980160 2149891 X PART V, LINE 4: INCOME FROM THE ENDOWMENT FUND IS TO BE USED FOR THE GENERAL PURPOSES OF THE ORGANIZATION. PART X, LINE 2: PPSE (PLANNED PARENTHOOD SE) AND VC (VOTE CHOICE) ARE EXEMPT UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE FROM FEDERAL STATE AND LOCAL INCOME TAXES. PPSEA (PLANNED PARENTHOOD SE ADVOCATES) IS EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES UNDER 501(C)(4). ACCORDINGLY, ONLY UNRELATED BUSINESS INCOME, IF ANY, AS DEFINED BY SECTION 512(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. THE ORGANIZATION DID NOT HAVE ANY MATERIAL UNRELATED BUSINESS INCOME TAX FOR JUNE 30, 2023 AND 2022. MANAGEMENT OF THE ORGANIZATION CONSIDERS THE LIKELIHOOD OF CHANGES BY TAXING AUTHORITIES IN ITS INCOME TAX RETURNS AND RECOGNIZES A LIABILITY FOR OR DISCLOSES POTENTIAL SIGNIFICANT CHANGES THAT MANAGEMENT BELIEVES ARE MORE LIKELY THAN NOT TO OCCUR, INCLUDING CHANGES TO THE ORGANIZATION'S STATUS AS A NOT-FOR-PROFIT ENTITY. MANAGEMENT BELIEVES THE ORGANIZATION MET THE REQUIREMENTS TO MAINTAIN A TAX-EXEMPT STATUS AND HAS APPROPRIATELY REPORTED AND FILED INCOME SUBJECT TO UNRELATED BUSINESS INCOME TAX. HOWEVER, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE CONSOLIDATED FINANCIAL STATEMENTS DUE TO AVAILABILITY OF NET OPERATING LOSS CARRYFORWARDS. THE ORGANIZATION'S INCOME TAX RETURNS FOR THE PAST THREE YEARS ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES AND MAY CHANGE UPON EXAMINATION. LEGENDS IN THE MAKING 299432 301853 -2421 20601 68280 1600 135381 ROSES FOR ROE 103443 88879 14564 1250 6304 5034 1770 4 75097 75097 4400 477972 465829 12143 21851 74584 6634 141551 244620 -232477 X X X 0 0 0 0 0 0 0 1 0 CAROL WANNA STAFF PHYSICIAN 160698 0 1500 0 0 0 0 0 0 0 162198 0 0 0 PART I, LINE 3 THE CEO UNDERGOES AN ANNUAL REVIEW BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS WITH INPUT FROM ALL MEMBERS. SUBSEQUENT TO THE ANNUAL REVIEW, A NEW ONE-YEAR EMPLOYMENT CONTRACT IS EXECUTED IN WHICH THE CEO'S COMPENSATION IS SET BY THE EXECUTIVE COMMITTEE. X 17 269493 FAIR MARKET VALUE X AUCTION ITEMS 88 95828 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: STOCK DONATIONS ARE DEPOSITED INTO A BROKERAGE ACCOUNT WITH CHARLES SCHWAB. THE CEO OF THE ORGANIZATION IS SENT A NOTIFICATION BY CHARLES SCHWAB OF EACH DEPOSIT. UPON RECEIPT OF THE NOTIFICATION, THE CEO AUTHORIZES THE SALE OF THE STOCK AND DISBURSEMENT OF THE FUNDS INTO THE APPROPRIATE BANK ACCOUNT. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 WAS REVIEWED BY THE TAX PREPARER AT A BUDGET & FINANCE COMMITTEE MEETING, AND SUBSEQUENTLY REVIEWED BY THE FULL BOARD OF DIRECTORS AT A SCHEDULED MEETING PRIOR TO SIGNATURE AND SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL BOARD CONTRACT AND SURVEY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD EXECUTIVE COMMITTEE SETS CEO COMPENSATION. COMPENSATION OF CEOS/PRESIDENTS OF OTHER PLANNED PARENTHOOD ORGANIZATIONS AS WELL AS OTHER ORGANIZATIONS OF SIMILAR SIZE AND ACTIVITIES IS USED IN DETERMING COMPENSATION. COMPENSATION FOR ORGANIZATION MANAGEMENT OTHER THAN THE CEO/PRESIDENT IS DETERMINED BY THE CEO/PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 PRINTED COPIES ARE AVAILABLE UPON REQUEST. PART VII, SECTION A AISHA ADAMS 1/31/2023 MONIQUE BIGHAM 2/3/2023 COURTNEY BRASWELL 12/19/2022 MERCEDES BROADNAX 12/22/2022 TAYLOR CLARK 12/19/2022 SAM DAYZE 7/15/2022 FAITH DYER 7/14/2022 MIRANDA E. ESTES 9/20/2022 LAUREN FRAZIER 9/27/2022 MEGAN L. HIGDON 5/3/2023 MAHOGANY HOUSTON 10/26/2022 CHRISTOPHER JARRETT 1/17/2023 COI JONES 8/8/2022 AMY KENNEDY 3/3/2023 JESSICA KIRCHER 5/31/2023 NYTOYIA LAUGHLIN 5/5/2023 LANADIA LENON 7/8/2022 SHA'RON MCGOWAN 2/22/2023 REBECCA MCKEOGH 5/12/2023 WENDY A. MICHEL 3/8/2023 AMANDA MIDDLEBERG 6/2/2023 DANITZA MIRANDA 5/12/2023 SHANDA NELSON 10/21/2022 DARIUS NELSON 5/3/2023 JOSYMAR OLIVIERI VENTURA 2/22/2023 PEARLETTE POLITE 7/11/2022 KATHETHEIA K. PRINGLE 1/17/2023 ROSEMARY PUENTE 7/22/2022 BETHANY ROBBINS 10/21/2022 ASHLEY ROBERTS 3/30/2023 ANAHJ ROGERS 6/1/2023 NATALIE M. SANTOS 2/11/2023 DAINYELL SAWYERS 5/19/2023 GINA SHERIDAN 11/4/2022 LARANDA SMITH 7/13/2022 CANDICE THOMAS 2/22/2023 PATIENCE THROWER 5/24/2023 SARA E. WOODSON 5/19/2023 PART VII, SECTION A THE ROLE OF INTERIM CEO IS TO GUIDE THE BUSINESS OPERATIONS, EXTERNAL REVENUE DEVELOPMENT AND RELATIONS AND THE BOARD OF DIRECTORS FOR THE PERIOD WHEN THE ORGANIZATION IS WITHOUT A PERMANENT CEO FORM 990, PART IX, LINE 11G STAFF TRAINING/COACHING: PROGRAM SERVICE EXPENSES 43,231. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,231. SECURITY GUARD SERVICES: PROGRAM SERVICE EXPENSES 187,830. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 187,830. REVENUE CYCLE CONSULTANT: PROGRAM SERVICE EXPENSES 416,065. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 416,065. OUTSOURCED STAFFING: PROGRAM SERVICE EXPENSES 290,680. MANAGEMENT AND GENERAL EXPENSES 115,978. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 406,658. MANAGEMENT CONTRACT CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 117,277. FUNDRAISING EXPENSES 7,200. TOTAL EXPENSES 124,477. FORM 990, PART XI, LINE 9: IMPAIRMENT LOSS ON BUILDING -115,285. FORM 990, PART XI, LINE 9 DURING THE FISCAL YEAR ENDING JUNE 30, 2023, THE ORGANIZATION DETERMINED THAT PROGRAM SERVICES PROVIDED AT THE MOBILE, ALABAMA (MOBILE) CLINIC WERE SEVERELY IMPACTED BY THE RECENT U.S. SUPREME COURT DECISION OF DOBBS V. JACKSON WOMEN'S HEALTH ORGANIZATION WHICH RESULTED IN THE COURT HOLDING THAT THE CONSTITUTION OF THE UNITED STATES OF AMERICA DOES NOT CONFER A RIGHT TO ABORTION AND SUBSEQUENT RELATED LAW ENACTED IN THE STATE OF ALABAMA IN WHICH THE ORGANIZATION CAN NO LONGER PROVIDE ESSENTIAL ABORTION SERVICES. AS A RESULT, THE ORGANIZATION CLOSED THE MOBILE LOCATION DURING THE YEAR AND RECORDED AN IMPAIRMENT LOSS OF $115,285, OF WHICH $90,630 RELATED TO THE BUILDING AND $24,655 RELATED TO INVENTORY, WHICH WAS RECORDED IN THE CONSOLIDATED STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS AT JUNE 30, 2023, AND THE CARRYING VALUE OF THE PROPERTY WAS REDUCED TO ITS ESTIMATED FAIR VALUE, WHICH MANAGEMENT DETERMINED USING ESTIMATED MARKET VALUE TO SELL THE BUILDING. PLANNED PARENTHOOD SOUTHEAST ADVOCATES INC 241 PEACHTREE STREET NE SUITE 400 ATLANTA GA 30303 581899303 POLITICAL EDUCATION GA 501(C)(4) N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 PLANNED PARENTHOOD SOUTHEAST ADVOCATES INC L 230282 CASH