Civic Intelligence

Planned Parenthood Southeast Advocates

EIN 58-1899303 • 501(c)4 • Atlanta, GA

Profile

To encourage and protect informed individual choice regarding reproductive health care; to advocate public policies which guarantee the right, as well as full and nondiscriminatory access, to such care, and to foster and preserve a social and political climate favorable to the exercise of reproductive choice through the education of the public, voter registration, legislative activity and such limited political activity as is consistent with tax-exempt social welfare status.

241 Peachtree Street NE Suite 400Atlanta, GA 30303

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

94th percentile

0.86x

Higher debt load relative to assets than 94% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

1.56x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2024

Net Margin

8th percentile

-39%

Higher net margin than 8% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

88th percentile

$73,971

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 26.4% of source-year revenue.

501(c)4 • $500k-$1M nonprofits • Source year 2024

Asset Growth

95th percentile

105%

Faster asset growth than 95% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

48th percentile

4.6%

Faster revenue growth than 48% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$509,864

Up $261,160 (+105%) from 2023

Liabilities

Up

$436,582

Up $370,628 (+562%) from 2023

Net Assets

Down

$73,282

Down $109,468 (-60%) from 2023

Operations
Liabilities / Revenue92nd percentileNet Margin8th percentile

Revenue

Up

$280,504

Up $12,345 (+4.6%) from 2023

Expenses

Up

$389,972

Up $8,470 (+2.2%) from 2023

Net Income

Up

-$109,468

Up $3,875 (+3.4%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $27,774Liabilities 2011: $1,1432011Assets 2012: $49,117Liabilities 2012: $542012Assets 2013: $58,477Liabilities 2013: $542013Assets 2014: $65,863Liabilities 2014: $33,6152014Assets 2015: $75,808Liabilities 2015: $542015Assets 2016: $118,565Liabilities 2016: $60,0542016Assets 2017: $223,578Liabilities 2017: $2,000Net Assets 2017: $221,5782017Assets 2018: $338,327Liabilities 2018: $626Net Assets 2018: $337,7012018Assets 2019: $237,801Liabilities 2019: $29,262Net Assets 2019: $208,5392019Assets 2020: $479,872Liabilities 2020: $157,563Net Assets 2020: $322,3092020Assets 2021: $233,315Liabilities 2021: $56,946Net Assets 2021: $176,3692021Assets 2022: $341,071Liabilities 2022: $44,978Net Assets 2022: $296,0932022Assets 2023: $248,704Liabilities 2023: $65,954Net Assets 2023: $182,7502023Assets 2024: $509,864Liabilities 2024: $436,582Net Assets 2024: $73,2822024

Highlighted filing

2024

Assets$509,864
Liabilities$436,582
Net Assets$73,282
Open 2024 Filing

Operations Trend

Revenue Growth48th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $53,154Expenses 2011: $54,521Net Income 2011: -$1,3672011Revenue 2012: $62,861Expenses 2012: $40,429Net Income 2012: $22,4322012Revenue 2013: $75,951Expenses 2013: $66,591Net Income 2013: $9,3602013Revenue 2014: $83,018Expenses 2014: $109,193Net Income 2014: -$26,1752014Revenue 2015: $156,229Expenses 2015: $112,723Net Income 2015: $43,5062015Revenue 2016: $109,631Expenses 2016: $126,874Net Income 2016: -$17,2432016Revenue 2017: $288,537Expenses 2017: $125,470Net Income 2017: $163,0672017Revenue 2018: $197,387Expenses 2018: $81,264Net Income 2018: $116,1232018Revenue 2019: $252,537Expenses 2019: $381,699Net Income 2019: -$129,1622019Revenue 2020: $269,209Expenses 2020: $155,439Net Income 2020: $113,7702020Revenue 2021: $394,899Expenses 2021: $540,838Net Income 2021: -$145,9392021Revenue 2022: $226,819Expenses 2022: $107,096Net Income 2022: $119,7232022Revenue 2023: $268,159Expenses 2023: $381,502Net Income 2023: -$113,3432023Revenue 2024: $280,504Expenses 2024: $389,972Net Income 2024: -$109,4682024

Highlighted filing

2024

Revenue$280,504
Expenses$389,972
Net Income-$109,468
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$509,864
Liabilities
$436,582
Net assets
$73,282
Revenue
$280,504
Expenses
$389,972
Net income
-$109,468
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.10$4.37$0.73$2.81$3.90$1.09
2023Detailed filing. Detailed filing data is available for this year.$2.49$0.66$1.83$2.68$3.82$1.13
2022Detailed filing. Detailed filing data is available for this year.$3.41$0.45$2.96$2.27$1.07$1.20
2021Detailed filing. Detailed filing data is available for this year.$2.33$0.57$1.76$3.95$5.41$1.46
2020Detailed filing. Detailed filing data is available for this year.$4.80$1.58$3.22$2.69$1.55$1.14
2019Detailed filing. Detailed filing data is available for this year.$2.38$0.29$2.09$2.53$3.82$1.29
2018Detailed filing. Detailed filing data is available for this year.$3.38$0.01$3.38$1.97$0.81$1.16
2017Detailed filing. Detailed filing data is available for this year.$2.24$0.02$2.22$2.89$1.25$1.63
2016Summary only. Only limited summary data is available for this year.$1.19$0.60$1.10$1.27$0.17
2015Summary only. Only limited summary data is available for this year.$0.76$0.00$1.56$1.13$0.44
2014Summary only. Only limited summary data is available for this year.$0.66$0.34$0.83$1.09$0.26
2013Summary only. Only limited summary data is available for this year.$0.58$0.00$0.76$0.67$0.09
2012Summary only. Only limited summary data is available for this year.$0.49$0.00$0.63$0.40$0.22
2011Summary only. Only limited summary data is available for this year.$0.28$0.01$0.53$0.55$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$280,504
Mission and Program Overview

Mission

To encourage and protect informed individual choice regarding reproductive health care; to advocate public policies which guarantee the right, as well as full and nondiscriminatory access, to such care, and to foster and preserve a social and political climate favorable to the exercise of reproductive choice through the education of the public, voter registration, legislative activity and such limited political activity as is consistent with tax-exempt social welfare status.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$248,046$509,864▲ $261,818
Prepaid Expenses and Deferred Charges$658$0▼ $658
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$248,704$509,864▲ $261,160
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$0$263,780▲ $263,780
Grants Payable$65,900$159,348▲ $93,448
Accounts Payable and Accrued Expenses$54$13,454▲ $13,400
Other Liabilities$0$0→ $0
Total Liabilities$65,954$436,582▲ $370,628
Net Assets / Fund Balance
Net Assets With Donor Restrictions$182,750$73,282▼ $109,468
Net Assets Without Donor Restrictions$0--
Total Net Assets Fund Balance$182,750$73,282▼ $109,468
Total Liabilities and Net Assets / Fund Balance$248,704$509,864▲ $261,160
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Carolynn McdonaldCEOPT$73,971$73,971

Board Members and Trustees

NameTitle
Brian FeldmanChair
Ariel EstevesDirector
Candace L FowlerDirector
Chris SmurdaDirector
Chuck TaylorDirector
Elaine AlexanderDirector
Elizabeth Finn JohnsonDirector
Jeana BrownDirector
Lynn FowlerDirector
Otis ThreattDirector
Stacey ColeDirector
Judy TabbTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$280,504
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$280,504
Change in Net Assets
$-109,468
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$389,972
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$271,977--$271,977
Fees for Services Lobbying-$55,105-$55,105
Fees for Services Other$0$50,800$0$50,800
Fees for Services Legal-$3,400-$3,400
Conferences and Meetings-$2,807-$2,807
Advertising-$1,843-$1,843
Insurance-$1,200-$1,200
Office Expenses-$109-$109
Occupancy-$108-$108
Other Expenses-$67-$67
Total Functional Expenses$271,977$117,995$0$389,972
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$4,159
Total Exempt Function Spending$0
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2

“Board members lynn fowler and candace fowler - spouses”

Form 990, Part VI, Line 11B Review of form 990 by governing body

“The completed form 990 was sent to board members as an e-mail attachment with receipt request.”

Form 990, Part VI, Line 12C Conflict of interest policy

“Annual board contract and survey.”

Form 990, Part VI, Line 19 Required documents available to the public

“Printed copies are available upon request.”

Filing and Contact Details

Filer

Filer Name
Planned Parenthood Southeast Advocates Inc
EIN
58-1899303
Phone
4045678285
Address
241 PEACHTREE STREET NE SUITE 400, ATLANTA, GA 30303

Signing Officer

Name
Mairo Akpose
Title
Interim CEO
Phone
4045678285
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Formed
1965
Legal Domicile
Ga
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
46

Preparer

Firm
Windham Brannon LLC
Address
3630 PEACHTREE RD NE SUITE 600, ATLANTA, GA 30326
Preparer
Carlye W Dooley
Phone
4048982000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G Other Fees

“CONSULTING - Total Expense: 50000, Program Service Expense: , Management and General Expenses: 50000, Fundraising Expenses: ; OTHER - Total Expense: 800, Program Service Expense: , Management and General Expenses: 800, Fundraising Expenses: ;”

Financial Statement Notes

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

“The organization's financial statements are included in the audited financial statements of planned parenthood southeast, inc., which is a 501(c)(3) related organization. The following fin 48 statement is included as part of the consolidated financial statements: the organization is a non-profit organization and is exempt from federal, state and local income taxes under section 501(c)(4) of the internal revenue code. Accordingly, only unrelated business income, if any, as defined by section 512(a)(1) of the code, is subject to federal inome tax. The organization did not have any material unrelated business income tax for the years ending june 30, 2024 and 2023. 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 its 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 the 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.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MissionDesc0TO ENCOURAGE AND PROTECT INFORMED INDIVIDUAL CHOICE REGARDING REPRODUCTIVE HEALTH CARE; TO ADVOCATE PUBLIC POLICIES WHICH GUARANTEE THE RIGHT, AS WELL AS FULL AND NONDISCRIMINATORY ACCESS, TO SUCH CARE, AND TO FOSTER AND PRESERVE A SOCIAL AND POLITICAL CLIMATE FAVORABLE TO THE EXERCISE OF REPRODUCTIVE CHOICE THROUGH THE EDUCATION OF THE PUBLIC, VOTER REGISTRATION, LEGISLATIVE ACTIVITY AND SUCH LIMITED POLITICAL ACTIVITY AS IS CONSISTENT WITH TAX-EXEMPT SOCIAL WELFARE STATUS.
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IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0CANDIDATE ENDORSEMENTS AND ELECTORAL WORK IN SUPPORT OF ENDORSED CANDIDATES.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule C, Part I-A, Line 1 Description of Political Activities
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN THE AUDITED FINANCIAL STATEMENTS OF PLANNED PARENTHOOD SOUTHEAST, INC., WHICH IS A 501(C)(3) RELATED ORGANIZATION. THE FOLLOWING FIN 48 STATEMENT IS INCLUDED AS PART OF THE CONSOLIDATED FINANCIAL STATEMENTS: THE ORGANIZATION IS A NON-PROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, ONLY UNRELATED BUSINESS INCOME, IF ANY, AS DEFINED BY SECTION 512(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INOME TAX. THE ORGANIZATION DID NOT HAVE ANY MATERIAL UNRELATED BUSINESS INCOME TAX FOR THE YEARS ENDING JUNE 30, 2024 AND 2023. 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 ITS 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 THE 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote
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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE COMMITTEE OF PLANNED PARENTHOOD SOUTHEAST, INC., A RELATED ORGANIZATION, USES SURVEY INFORMATION AND COMPARISONS OF COMPENSATION PAID TO OTHER PLANNED PARENTHOOD ORGANIZATIONS TO DETERMINE THE COMPENSATION OF THE CEO OF PLANNED PARENTHOOD SOUTHEAST, INC. THIS PERSON ALSO SERVES AS CEO OF PLANNED PARENTHOOD SOUTHEAST ADVOCATES, INC.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS LYNN FOWLER AND CANDACE FOWLER - SPOUSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COMPLETED FORM 990 WAS SENT TO BOARD MEMBERS AS AN E-MAIL ATTACHMENT WITH RECEIPT REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL BOARD CONTRACT AND SURVEY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRINTED COPIES ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONSULTING - Total Expense: 50000, Program Service Expense: , Management and General Expenses: 50000, Fundraising Expenses: ; OTHER - Total Expense: 800, Program Service Expense: , Management and General Expenses: 800, Fundraising Expenses: ;
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b Review of form 990 by governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c Conflict of interest policy
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19 Required documents available to the public
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 11g Other Fees
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PLANNED PARENTHOOD SOUTHEAST INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1VOTE CHOICE
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IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0NAME OF RELATED ORGANIZATION: VOTE CHOICE DIRECT CONTROLLING ENTITY: PLANNED PARENTHOOD SOUTHEAST ADVOCATES, INC.
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt1COLUMN (A) NAME OF RELATED ORGANIZATION: PLANNED PARENTHOOD SOUTHEAST, INC. COLUMN (B) TRANSACITON TYPE: M COLUMN (C) AMOUNT INVOLVED: $271,977 COLUMN (D) METHOD OF DETERMINING AMOUNT INVOLVED: CASH
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule R, Part II IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS:
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule R, Part V, Line 2
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