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Nonprofiteer
← PLANNED PARENTHOOD SOUTH ATLANTIC

Form 990 for tax year 2023

Filed by PLANNED PARENTHOOD SOUTH ATLANTIC.

Totals

Total revenue
$47,061,717
Total expenses
$43,037,255
Contributions and grants received
$26,122,984
Grants paid
$6,930,432
Program service revenue
$19,366,425
Investment income
$1,347,919
Other revenue
$224,389
Total assets, end of year
$77,278,814
Total liabilities, end of year
$3,959,563
Net assets or fund balances, end of year
$73,319,251
Program services expenses (Part IX)
$34,044,697
Management and general expenses
$6,446,870
Fundraising expenses
$2,545,688
Program service expenses (Part III)
$34,044,697

Program services were 79.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $865,739

  • 1e · Government grants (contributions)

    $276,229

  • 1f · All other contributions, gifts and grants

    $24,981,016

  • 1g · Noncash contributions included above

    $536,859

  • 2a · Program service revenue: PATIENT & PRODUCT FEES

    total $17,424,963 · related or exempt $17,424,963

  • 2b · Program service revenue: GOVERNMENT CONTRACTS

    total $1,941,462 · related or exempt $1,941,462

  • 3 · Investment income

    total $1,205,122 · excluded $1,205,122

  • 7a · Gross sales of assets other than inventory

    securities $11,938,904

  • 7b · Less cost or other basis and sales expenses

    securities $11,796,107

  • 7c · Gain or loss

    securities $142,797

  • 7d · Net gain or loss

    total $142,797 · excluded $142,797

  • 8a · Fundraising events: gross income

    $124,809

  • 8a · Fundraising events: contributions included on line 1c

    $865,739

  • 8b · Fundraising events: direct expenses

    $165,866

  • 8c · Net income from fundraising events

    total -$41,057 · excluded -$41,057

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $265,446 · related or exempt $265,446

  • 11e · Other revenue, total

    $265,446

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $6,930,432 · program services $6,930,432

  • 5 · Compensation of officers, directors and key employees

    total $680,580 · program services $513,281 · management and general $109,437 · fundraising $57,862

  • 7 · Other salaries and wages

    total $18,771,486 · program services $14,157,124 · management and general $3,018,445 · fundraising $1,595,917

  • 8 · Pension plan contributions

    total $348,374 · program services $218,075 · management and general $72,855 · fundraising $57,444

  • 9 · Other employee benefits

    total $1,341,091 · program services $996,723 · management and general $227,065 · fundraising $117,303

  • 10 · Payroll taxes

    total $1,453,330 · program services $1,105,633 · management and general $229,445 · fundraising $118,252

  • 11b · Fees: legal

    total $104,410 · program services $83,630 · management and general $20,780

  • 11c · Fees: accounting

    total $48,780 · management and general $48,780

  • 11f · Fees: investment management

    total $196,469 · management and general $196,469

  • 11g · Fees: other

    total $3,007,925 · program services $1,466,899 · management and general $1,472,066 · fundraising $68,960

  • 12 · Advertising and promotion

    total $900,094 · program services $883,097 · management and general $13,315 · fundraising $3,682

  • 13 · Office expenses

    total $1,489,547 · program services $669,028 · management and general $600,745 · fundraising $219,774

  • 14 · Information technology

    total $148,224 · program services $32,883 · management and general $57,239 · fundraising $58,102

  • 16 · Occupancy

    total $1,150,104 · program services $937,605 · management and general $137,248 · fundraising $75,251

  • 17 · Travel

    total $671,596 · program services $510,568 · management and general $70,537 · fundraising $90,491

  • 19 · Conferences, conventions and meetings

    total $105,836 · program services $87,823 · management and general $18,010 · fundraising $3

  • 22 · Depreciation, depletion and amortization

    total $939,653 · program services $782,287 · management and general $99,653 · fundraising $57,713

  • 23 · Insurance

    total $888,991 · program services $867,134 · management and general $9,678 · fundraising $12,179

  • 24a · Other expenses: COST OF GOODS SOLD

    total $2,173,050 · program services $2,173,050

  • 24b · Other expenses: BAD DEBT

    total $664,072 · program services $654,336 · fundraising $9,736

  • 24c · Other expenses: MEDICAL SUPPLIES

    total $521,670 · program services $521,670

  • 24d · Other expenses: LAB SERVICES

    total $441,946 · program services $441,946

  • 24e · All other expenses

    total $59,595 · program services $11,473 · management and general $45,103 · fundraising $3,019

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,448,636 · end of year $3,337,430

  • 2 · Savings and temporary cash investments

    beginning of year $559,838 · end of year $4,359,367

  • 3 · Pledges and grants receivable

    beginning of year $3,061,470 · end of year $1,549,988

  • 4 · Accounts receivable

    beginning of year $707,493 · end of year $595,085

  • 8 · Inventories for sale or use

    beginning of year $625,714 · end of year $560,164

  • 9 · Prepaid expenses and deferred charges

    beginning of year $94,181 · end of year $66,039

  • 10a · Land, buildings and equipment: cost or other basis

    $34,388,015

  • 10b · Land, buildings and equipment: accumulated depreciation

    $11,069,143

  • 10c · Land, buildings and equipment, net

    beginning of year $23,525,372 · end of year $23,318,872

  • 11 · Investments: publicly traded securities

    beginning of year $34,634,569 · end of year $41,484,916

  • 12 · Investments: other securities

    beginning of year $1,194,300 · end of year $1,287,901

  • 15 · Other assets

    beginning of year $888,922 · end of year $719,052

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,456,646 · end of year $2,953,101

  • 19 · Deferred revenue

    beginning of year $276,114 · end of year $365,265

  • 23 · Secured mortgages and notes payable

    beginning of year $413,907 · end of year $206,422

  • 25 · Other liabilities

    beginning of year $499,768 · end of year $434,775

  • 27 · Net assets without donor restrictions

    beginning of year $54,258,711 · end of year $60,397,681

  • 28 · Net assets with donor restrictions

    beginning of year $11,835,349 · end of year $12,921,570

Mission and programs · 2023

Mission

PLANNED PARENTHOOD SOUTH ATLANTIC IS A NONPROFIT FAMILY PLANNING AGENCY THAT RESPECTS AND PROTECTS THE RIGHTS OF EACH WOMAN, MAN AND YOUNG PERSON TO MAKE INFORMED REPRODUCTIVE DECISIONS. OUR MISSION IS TO PROVIDE ACCESSIBLE, HIGH-QUALITY HEALTH CARE AND INFORMATION TO PATIENTS AND TO SERVE AS ADVOCATE AND EDUCATOR TO THE COMMUNITY ON RESPONSIBLE HUMAN SEXUALITY. WE HAVE OFFICES IN NORTH CAROLINA, SOUTH CAROLINA, VIRGINIA AND WEST VIRGINIA.

Activities or mission (Part I)

PLANNED PARENTHOOD SOUTH ATLANTIC, INC. IS A PRIVATE, NONPROFIT FAMILY PLANNING AGENCY THAT RESPECTS AND PROTECTS THE RIGHTS OF EACH MAN AND WOMAN TO MAKE INFORMED REPRODUCTIVE DECISIONS. OUR MISSION IS TO PROVIDE ACCESSIBLE, HIGH-QUALITY HEALTH CARE AND INFORMATION TO CLIENTS AND TO SERVE AS ADVOCATE AND EDUCATOR TO THE COMMUNITY ON RESPONSIBLE HUMAN SEXUALITY. WE HAVE OFFICES IN NORTH CAROLINA, SOUTH CAROLINA, VIRGINIA AND WEST VIRGINIA. PLANNED PARENTHOOD SOUTH ATLANTIC, INC. IS AN AFFILIATE OF PLANNED PARENTHOOD FEDERATION OF AMERICA, INC., THE WORLD'S LARGEST AND MOST TRUSTED VOLUNTARY REPRODUCTIVE HEALTH CARE ORGANIZATION. FOUNDED BY MARGARET SANGER IN 1916 AS AMERICA'S FIRST BIRTH CONTROL CLINIC, PLANNED PARENTHOOD BELIEVES IN EVERYONE'S RIGHT TO CHOOSE WHEN OR WHETHER TO HAVE A CHILD, THAT EVERY CHILD SHOULD BE WANTED AND LOVED, AND THAT WOMEN SHOULD BE IN CHARGE OF THEIR OWN DESTINIES.

  • `THE PLANNED PARENTHOOD SOUTH ATLANTIC HEALTH CENTER TEAM ENSURES ACCESS TO COMPREHENSIVE REPRODUCTIVE HEALTH CARE BY PROVIDING SERVICES IN SETTINGS WHICH PRESERVE AND PROTECT AN INDIVIDUAL'S RIGHT TO PRIVACY, DIGNITY,AND CHOICE. SERVICES INCLUDE: -> BIRTH CONTROL CONSULTATION AND SUPPLIES,-> GYNECOLOGICAL EXAMS AND PAP TESTS, -> IN-CLINIC ABORTION AND ABORTION PILL, -> EMERGENCY CONTRACEPTION, -> PREGNANCY TESTING AND OPTIONS INFORMATION, -> TESTING AND TREATMENT FOR SEXUALLY TRANSMITTED DISEASES, -> PERMANENT BIRTH CONTROL- VASECTOMY, AND -> RAPID HIV TESTING

    Expenses $25,360,808 · Revenue $19,366,425

  • PLANNED PARENTHOOD SOUTH ATLANTIC SUPPORTS EACH CITIZEN'S RIGHT TO MAKE INFORMED DECISIONS REGARDING HIS OR HER HEALTH. TO THAT END, WE WORK DILIGENTLY WITH NATIONAL, STATE, AND LOCAL POLICY MAKERS TO UPHOLD ACCESS TO COMPREHENSIVE REPRODUCTIVE HEALTH CARE. WE HAVE A LARGE NETWORK OF GRASSROOTS SUPPORTERS WHO ARE COMMITTED TO DEFENDING AND INCREASING ACCESS TO FAMILY PLANNING SERVICES, HIGH-QUALITY, NONJUDGMENTAL ABORTION SERVICES, AND MEDICALLY-ACCURATE SEXUALITY EDUCATION.

    Expenses $6,930,432 · Grants $6,930,432

  • PLANNED PARENTHOOD SOUTH ATLANTIC BELIEVES THAT INFORMED CHOICES BEGINS WITH EDUCATION. WE WORK TO MAKE A LONG-TERM, POSITIVE IMPACT ON THE SEXUAL HEALTH OF OUR COMMUNITIES AND PROMOTE POSITIVE SEXUALITY, HEALTHY BEHAVIOR, AND RESPONSIBLE CHOICES, THROUGH IMPLEMENTING MEDICALLY-ACCURATE, INTENSIVE AND BALANCED SEXUALITY EDUCATION PROGRAMS. OUR PROGRAMS ARE INNOVATIVE, BOLD, AND EFFECTIVE TOOLS FOR PREVENTING ADOLESCENT PREGNANCY AND PROMOTING LIFE-LONG HEALTHY DECISION MAKING.

    Expenses $1,753,457

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Kennon Jackson

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Sam Cook

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3

  • Patricia Forbis

    TREASURER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Nicole Furnace

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • Akilah Ensley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Julie Taylor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Michelle Berrey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Peter Leone

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Shelley Brown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Julia Townsend

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Stacy Allenbach-Stunes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Betty Craven

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Robin Perrigo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Justina Clemons

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Neel Pandya

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • David Snider

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Lica Colwell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Laurie Hutchins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Elaine Martyn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Amy Shaheen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jennifer Black

    PRESIDENT/CHIEF EXECUTIVE

    Total calculated
    $400,126
    From this org
    $327,640
    From related orgs
    $57,819
    Other
    $14,667
    Hours/week
    34 + 6 related

    Schedule J breakdown matched by us

    Base
    $327,640 + $57,819 related
    Bonus
    $0
    Other
    $0
    Deferred
    $13,348
    Nontaxable benefits
    $1,319
    Filer's total
    $342,307 + $57,819 related

  • Katherine Farris

    CHIEF MEDICAL OFFICER

    Total calculated
    $348,741
    From this org
    $334,532
    From related orgs
    $0
    Other
    $14,209
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $334,532
    Bonus
    $0
    Other
    $0
    Deferred
    $13,298
    Nontaxable benefits
    $911
    Filer's total
    $348,741

  • Karl Leveille

    CHIEF FINANCIAL OFFICER

    Total calculated
    $141,807
    From this org
    $136,649
    From related orgs
    $0
    Other
    $5,158
    Hours/week
    40

  • Stephanie Page Johnson

    CHIEF PROGRAM OFFICER

    Total calculated
    $240,144
    From this org
    $158,022
    From related orgs
    $67,724
    Other
    $14,398
    Hours/week
    28 + 12 related

    Schedule J breakdown matched by us

    Base
    $158,022 + $67,724 related
    Bonus
    $0
    Other
    $0
    Deferred
    $7,771
    Nontaxable benefits
    $6,627
    Filer's total
    $172,420 + $67,724 related

  • Joyce Mitchell-Antoine

    VP OF DEVELOPMENT

    Total calculated
    $204,860
    From this org
    $156,714
    From related orgs
    $39,178
    Other
    $8,968
    Hours/week
    32 + 8 related

    Schedule J breakdown matched by us

    Base
    $156,714 + $39,178 related
    Bonus
    $0
    Other
    $0
    Deferred
    $7,802
    Nontaxable benefits
    $1,166
    Filer's total
    $165,682 + $39,178 related

  • Elizabeth McConnell

    VP FOR ORGANIZATIONAL DEVE

    Total calculated
    $202,029
    From this org
    $194,230
    From related orgs
    $0
    Other
    $7,799
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $194,230
    Bonus
    $0
    Other
    $0
    Deferred
    $7,799
    Nontaxable benefits
    $0
    Filer's total
    $202,029

  • Anne Logan Bass

    CLINICAL DIR OF FAMILY PLA

    Total calculated
    $210,516
    From this org
    $195,912
    From related orgs
    $0
    Other
    $14,604
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,912
    Bonus
    $0
    Other
    $0
    Deferred
    $7,976
    Nontaxable benefits
    $6,628
    Filer's total
    $210,516

  • Matthew Zerden

    ASSOCIATE MEDICAL DIRECTOR

    Total calculated
    $162,904
    From this org
    $162,904
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,904
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $162,904

  • Michael Fisher

    MD PROVIDER

    Total calculated
    $184,530
    From this org
    $184,530
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,530
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $184,530

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, and on a Form 990-PF Part VIII's — 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

  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 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

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • PLANNED PARENTHOOD VOTES SOUTH ATLANTIC

    501(C)(4) · ADVOCACY · NC · controlled entity

  • PLANNED PARENTHOOD VOTES NORTH CAROLINA

    527 · POLITICAL ORGANIZATION · NC

  • PLANNED PARENTHOOD VOTES SOUTH CAROLINA

    527 · POLITICAL ORGANIZATION · NC

  • PLANNED PARENTHOOD VOTES WEST VIRGINIA

    527 · POLITICAL ORGANIZATION · NC

  • PLANNED PARENTHOOD ACTION PAC NORTH CAROLINA

    527 · POLITICAL ORGANIZATION · NC · controlled entity

    Directly controlled by PLANNED PARENTHOOD VOTES SOUTH ATLANTIC

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • SECURE SOURCE LLC

    PURCHASE AND REFURBISH A BUILDING · NC

Provenance

Return type
form_990
Tax year
2023
Filed
25 March 2025
IRS schema version
2023v6.0
Source object
202530849349300233

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