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Nonprofiteer
← PHILANTHROPY SOUTHEAST INC

Form 990 for tax year 2022

Filed by PHILANTHROPY SOUTHEAST INC.

Totals

Total revenue
$3,744,627
Total expenses
$3,156,546
Contributions and grants received
$2,477,040
Grants paid
$0
Program services expenses (Part IX)
$2,023,478
Management and general expenses
$990,036
Fundraising expenses
$143,032
Program service expenses (Part III)
$2,023,478

Program services were 64.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROBERT DORTCH

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1.3
  • KRISTEN KEELY-DINGER

    CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    0.8
  • JENNIFER ALGIRE

    SECRETARY/TREAUSRER

    Total calculated
    $0
    Hours/week
    0.8
  • DR LAURA GERALD

    GOVERNANCE CHAIR

    Total calculated
    $0
    Hours/week
    0.8
  • ERIC KELLY

    AT-LARGE

    Total calculated
    $0
    Hours/week
    0.8
  • MICHAEL TIPTON

    AT-LARGE

    Total calculated
    $0
    Hours/week
    0.8
  • JANE ALEXANDER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • HOPE BLACKLEY LOGAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • CAROL BUTLER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • CHRISTOPHER CUEVAS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • KIM DAVIS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • JERRY GONZALEA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.55
  • DARRIN GOSS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • DEANNA JAMES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • PATRICIA LUMMUS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • ALLEN MAST

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • VELMA MONTEIRO-TRIBBLE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • CHRISTOPHER STEED

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • MIJO VODOPIC

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • JANINE LEE

    PRESIDENT & CEO

    Total calculated
    $360,703
    From this org
    $333,356
    From related orgs
    $0
    Other
    $27,347
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $273,468
    Bonus
    $59,888
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $27,347
    Filer's total
    $360,703
  • DENA CHADWICK

    CHIEF OPERATING OFFICER

    Total calculated
    $213,438
    From this org
    $194,677
    From related orgs
    $0
    Other
    $18,761
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,615
    Bonus
    $7,062
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $18,761
    Filer's total
    $213,438

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Tax indemnification and gross-up payments
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE EXECUTIVE COMMITTEE MET AND APPROVED THE PRESIDENT & CEO'S 2021 BONUS AND 2022 COMPENSATION. THE CHAIR OF THE BOARD FURTHER INDICATED THAT THE BONUS WOULD BE GROSSED UP THUS, THE ORGANIZATION WOULD PAY THE EMPLOYEE'S PORTION OF THE TAXES.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
9 November 2023
IRS schema version
2022v5.0
Source object
202333189349301643

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