Civic Intelligence

Planned Parenthood Southeast Inc

EIN 58-6045874 • 501(c)3 • Atlanta, GA

Profile

Planned parenthood southeast provides comprehensive reproductive and complementary health care services; advocates for public policies; provides educational programs and participates in research

241 Peachtree Street NE Suite 400Atlanta, GA 30303

www.ppse.org

Siviq Scores

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

Liabilities / Assets

66th percentile

0.34x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.43x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

21st percentile

-7.5%

Higher net margin than 21% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

54th percentile

$198,200

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

10th percentile

-12%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

19%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$16,750,146

Down $2,216,535 (-12%) from 2023

Liabilities

Down

$5,712,332

Down $1,349,285 (-19%) from 2023

Net Assets

Down

$11,037,814

Down $867,250 (-7.3%) from 2023

Revenue

Up

$13,440,075

Up $2,172,229 (+19%) from 2023

Expenses

Up

$14,442,199

Up $2,665,071 (+23%) from 2023

Net Income

Down

-$1,002,124

Down $492,842 (-97%) from 2023

Trend Graphs

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $2,701,872Liabilities 2011: $540,872Net Assets 2011: $2,161,0002011Assets 2012: $4,288,113Liabilities 2012: $574,866Net Assets 2012: $3,713,2472012Assets 2013: $5,796,113Liabilities 2013: $420,787Net Assets 2013: $5,375,3262013Assets 2014: $5,255,571Liabilities 2014: $1,043,239Net Assets 2014: $4,212,3322014Assets 2015: $5,048,409Liabilities 2015: $1,916,840Net Assets 2015: $3,131,5692015Assets 2016: $8,369,302Liabilities 2016: $3,384,285Net Assets 2016: $4,985,0172016Assets 2017: $9,664,858Liabilities 2017: $2,626,863Net Assets 2017: $7,037,9952017Assets 2018: $10,920,763Liabilities 2018: $2,983,637Net Assets 2018: $7,937,1262018Assets 2019: $12,005,010Liabilities 2019: $2,291,430Net Assets 2019: $9,713,5802019Assets 2020: $15,240,948Liabilities 2020: $2,475,042Net Assets 2020: $12,765,9062020Assets 2021: $19,229,430Liabilities 2021: $5,758,907Net Assets 2021: $13,470,5232021Assets 2022: $17,429,633Liabilities 2022: $4,974,583Net Assets 2022: $12,455,0502022Assets 2023: $18,966,681Liabilities 2023: $7,061,617Net Assets 2023: $11,905,0642023Assets 2024: $16,750,146Liabilities 2024: $5,712,332Net Assets 2024: $11,037,8142024

Highlighted filing

2024

Assets$16,750,146
Liabilities$5,712,332
Net Assets$11,037,814

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $5,637,338Expenses 2011: $5,996,790Net Income 2011: -$359,4522011Revenue 2012: $7,925,229Expenses 2012: $6,370,412Net Income 2012: $1,554,8172012Revenue 2013: $8,744,392Expenses 2013: $7,137,652Net Income 2013: $1,606,7402013Revenue 2014: $5,853,556Expenses 2014: $7,012,804Net Income 2014: -$1,159,2482014Revenue 2015: $5,914,551Expenses 2015: $7,012,340Net Income 2015: -$1,097,7892015Revenue 2016: $8,756,088Expenses 2016: $6,894,326Net Income 2016: $1,861,7622016Revenue 2017: $9,316,777Expenses 2017: $7,324,530Net Income 2017: $1,992,2472017Revenue 2018: $8,238,608Expenses 2018: $7,398,212Net Income 2018: $840,3962018Revenue 2019: $10,078,006Expenses 2019: $8,267,054Net Income 2019: $1,810,9522019Revenue 2020: $12,833,117Expenses 2020: $9,783,962Net Income 2020: $3,049,1552020Revenue 2021: $12,943,221Expenses 2021: $12,471,783Net Income 2021: $471,4382021Revenue 2022: $11,391,852Expenses 2022: $12,244,760Net Income 2022: -$852,9082022Revenue 2023: $11,267,846Expenses 2023: $11,777,128Net Income 2023: -$509,2822023Revenue 2024: $13,440,075Expenses 2024: $14,442,199Net Income 2024: -$1,002,1242024

Highlighted filing

2024

Revenue$13,440,075
Expenses$14,442,199
Net Income-$1,002,124

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.8$5.71$11.0$13.4$14.4$1.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.0$7.06$11.9$11.3$11.8$0.51
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.4$4.97$12.5$11.4$12.2$0.85
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.2$5.76$13.5$12.9$12.5$0.47
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$2.48$12.8$12.8$9.78$3.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$2.29$9.71$10.1$8.27$1.81
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$2.98$7.94$8.24$7.40$0.84
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.66$2.63$7.04$9.32$7.32$1.99
2016Summary only. Only limited summary data is available for this year.$8.37$3.38$4.99$8.76$6.89$1.86
2015Summary only. Only limited summary data is available for this year.$5.05$1.92$3.13$5.91$7.01$1.10
2014Summary only. Only limited summary data is available for this year.$5.26$1.04$4.21$5.85$7.01$1.16
2013Summary only. Only limited summary data is available for this year.$5.80$0.42$5.38$8.74$7.14$1.61
2012Summary only. Only limited summary data is available for this year.$4.29$0.57$3.71$7.93$6.37$1.55
2011Summary only. Only limited summary data is available for this year.$2.70$0.54$2.16$5.64$6.00$0.36
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
$15,882,998
Mission and Program Overview

Mission

Planned parenthood's mission is to ensure that every child is a wanted child, and to protect reproductive health by providing comprehensive, medically accurate sex education and quality health care, while advocating for the rights of women, men, and families.

To protect reproductive health by providing comprehensive sex education and quality health care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$9,227,525$8,964,485▼ $263,040
Cash and Non-Interest-Bearing Accounts$4,815,528$2,994,983▼ $1,820,545
Investments in Publicly Traded Securities$1,840,786$2,030,472▲ $189,686
Accounts Receivable$752,085$657,932▼ $94,153
Inventories for Sale or Use$168,366$244,398▲ $76,032
Prepaid Expenses and Deferred Charges$88,114$88,700▲ $586
Pledges and Grants Receivable$61,486$313▼ $61,173
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Loans From Officers Directors$0$0→ $0
Total Assets$18,966,681$16,750,146▼ $2,216,535
Other Assets Total$2,012,791$1,768,863▼ $243,928
Liabilities
Deferred Revenue$2,674,042$1,674,755▼ $999,287
Other Liabilities$2,149,891$1,578,396▼ $571,495
Mortgage Notes Payable Secured by Investment Property$1,461,491$1,340,002▼ $121,489
Accounts Payable and Accrued Expenses$776,193$1,119,179▲ $342,986
Total Liabilities$7,061,617$5,712,332▼ $1,349,285
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,870,153$9,952,043▼ $918,110
Net Assets With Donor Restrictions$1,034,911$1,085,771▲ $50,860
Total Net Assets Fund Balance$11,905,064$11,037,814▼ $867,250
Total Liabilities and Net Assets / Fund Balance$18,966,681$16,750,146▼ $2,216,535

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,684,941$1,104,471$7,789,412
Equipment$912,109$966,029$1,878,138
Land$1,058,552-$1,058,552
Leasehold Improvements$308,883$429,479$738,362
Other Land Buildings$0-$0
Other Assets Org$1,212,075--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$959,140-▲ $104,330-$1,062,158
2022$894,466-▲ $67,688-$959,140
2021$500,000$500,000▼ $107,041-$894,466
2020$500,000---$500,000
2019$500,000---$500,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathleen Wiggs-staynerOperations and Education SupportFT$198,200-$198,200
Andrew MeltonInterim CFO (consultant)FT$132,332-$132,332
Sheila CohenInterim CFO (consultant)FT$119,538-$119,538
Kristen DhawanStaff PhysicianFT$104,677$2,750$107,427
Marcia RileyVP of CommunicationsFT$102,993$3,192$106,185
Thomas KearneyVP of People and CultureFT$102,499$618$103,117
Carolynn McdonaldPresident & CEOFT$73,635$336$73,971

Board Members and Trustees

NameTitle
Susan CariniBoard Affairs Chair
Evelyn ReynoldsChair
Max MichaelClinical Affairs Chair
Melinda RoughtonResource Development Chair
Cara PetermanStrategy Chair
Karen DoolittleVice Chair
Ariel EstevesDirector
Ashley Hughes-austinDirector
Audra WilliamsDirector
Beverly JacksonDirector
Chelsey HallDirector
Chris SmurdaDirector
Corina DomozickDirector
Dawn RockDirector
James HarveyDirector
Jasmine BurtonDirector
Mitch RobinsonDirector
Moniri ShahDirector
Monne WilliamsDirector
Nicki CholletDirector
Paloma WuDirector
Shani BostonDirector
Stacy AldingerDirector
Stacy ColeDirector
Vicki WinstonDirector
Elaine AlexanderLifetime Member (non-voting)
Matt KriederLifetime Member (non-voting)
Ritu KelotraSecretary
Mina HollidayTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Kathleen Wiggs-staynerOperations And Education Support10099 NELLE AVE UNIT 1005, Pensacola, FL 32507$198,200
John WoodsContract Physician Services55 COASTAL OAK, Hattiesburg, MS 39402$128,167
Shelia CohenInterim Cfo2395 BRIARLEIGH WAY, Dunwoody, GA 30338$119,538
Holistic Gynecology INC Juaquita D Callaway MdContract Physician Services2785 LAWRENCEVILLE HWY STE 107, Decatur, GA 30033$103,342
Revenue and Support

Revenue Composition

Contributions and Grants
$10,479,828
Program Service Revenue
$2,434,121
Investment Income
$93,967
Other Revenue
$432,159
All Other Contributions
$10,090,212
Change in Net Assets
$-1,002,124

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded6$2,266,447Market value
Other Non Cash Contri Table113$37,305Market value
Other Non Cash Contri Table1$786Market value
Total Noncash Contributions120$2,304,538-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,395,040
Salaries, Compensation, and Employee Benefits$7,047,159
Total Fundraising Expense$420,919
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,208,036$1,278,506$260,260$5,746,802
Fees for Services Other$692,751$1,224,386$14,950$1,932,087
Occupancy$573,173$196,557$14,264$783,994
Depreciation Depletion$599,007$40,875-$639,882
Payroll Taxes$470,743$104,348$29,009$604,100
Other Employee Benefits$342,072$75,826$21,080$438,978
Information Technology$173,102$87,174$14,402$274,678
All Other Expenses$240,644$7,281$3,617$251,542
Conferences and Meetings$156,980$80,052$12,558$249,590
Other Expenses$176,384$52,118$10,096$238,598
Current Officers, Directors, Trustees, and Key Employees$150,092$45,602$9,282$204,976
Insurance$68,148$113,172$848$182,168
Fees for Services Legal-$156,185-$156,185
Advertising$25,737$17,418$24,063$67,218
Interest$56,605--$56,605
Pension Plan Contributions$38,298$11,636$2,369$52,303
Fees for Services Accounting-$43,787-$43,787
Office Expenses$24,958$3,902$858$29,718
Fees for Service Investment Mgmnt Fees-$3,528-$3,528
Fees for Services Lobbying$20--$20
Total Functional Expenses$10,024,551$3,996,729$420,919$14,442,199
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$283,278
Fundraising Direct Expenses$148,720
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Legends in the Making$170,124$128,477$123,948$4,529
Roses for Roe$57,311$51,746$18,184$33,562
Total Events$330,490$283,278$148,720$134,558
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Right of Use Liability$1,409,090
Liability$169,306
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
Yes
Other officer compensation reviewed
Yes
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 11B Review of form 990 by governing body

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, Line 12C Conflict of interest policy

Annual board contract and survey.

Form 990, Part VI, Line 15A Process to establish compensation of top management official

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, Line 15B Process to establish compensation of other employees

N/A

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 Inc
EIN
58-6045874
Phone
4045678285
Address
241 PEACHTREE STREET NE SUITE 400, ATLANTA, GA 30303

Signing Officer

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

Organization Details

Formed
1965
Legal Domicile
Ga
Voting Board Members
28
Independent Board Members
28
Employees
124
Volunteers
128

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

OTHER PROFESSIONAL FEES - Total Expense: 1932087, Program Service Expense: 692751, Management and General Expenses: 1224386, Fundraising Expenses: 14950; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ;

Schedule J, 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.

Financial Statement Notes

Schedule D, Part V, Line 4 Intended uses of endowment funds

Income from the endowment fund is to be used for the general purposes of the organization.

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

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, 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 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.

Raw XML AppendixShowing 400 of 960 raw XML fields

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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