2025-03-25T13:17:01-05:00 2024-06-30 231144520 TAIT WELLER & BAKER LLP TWO LIBERTY PL 50 S 16TH ST STE 2900 PHILADELPHIA PA 191022529 990 2023-07-01 561282557 PLANNED PARENTHOOD SOUTH ATLANTIC INC PLAN 9198337534 100 SOUTH BOYLAN AVENUE RALEIGH NC 27603 JENNY BLACK CEO 9198337534 2025-03-25 1 0 HARRISON PEREIRA P00746867 2159798800 2025-03-25 2023 2025-03-06 01:10:19Z JENNY BLACK 100 SOUTH BOYLAN AVENUE RALEIGH NC 27603 59023690 0 X WWW.PPSAT.ORG X 1980 NC 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. 21 21 407 282 0 0 18612733 26122984 20032005 19366425 33381 1347919 217293 224389 38895412 47061717 4737819 6930432 0 0 19791185 22594861 0 0 2545688 12357592 13511962 36886596 43037255 2008816 4024462 69740495 77278814 3646435 3959563 66094060 73319251 X 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. 0 0 25360808 19366425 `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 6930432 6930432 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. 1753457 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. 34044697 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 124 0 407 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC VA WV SC X KARL LEVEILLE 9198337534 100 S BOYLAN AVENUE RALEIGH NC 27603 KENNON JACKSON CHAIR 2.00 X X 0 0 0 SAM COOK VICE CHAIR 3.00 X X 0 0 0 PATRICIA FORBIS TREASURER 2.00 2.00 X X 0 0 0 NICOLE FURNACE SECRETARY 4.00 X X 0 0 0 AKILAH ENSLEY DIRECTOR 2.00 X 0 0 0 JULIE TAYLOR DIRECTOR 2.00 X 0 0 0 MICHELLE BERREY DIRECTOR 2.00 X 0 0 0 PETER LEONE DIRECTOR 2.00 X 0 0 0 SHELLEY BROWN DIRECTOR 2.00 2.00 X 0 0 0 JULIA TOWNSEND DIRECTOR 2.00 X 0 0 0 STACY ALLENBACH-STUNES DIRECTOR 2.00 X 0 0 0 BETTY CRAVEN DIRECTOR 2.00 2.00 X 0 0 0 ROBIN PERRIGO DIRECTOR 2.00 X 0 0 0 JUSTINA CLEMONS DIRECTOR 2.00 X 0 0 0 NEEL PANDYA DIRECTOR 2.00 X 0 0 0 DAVID SNIDER DIRECTOR 2.00 X 0 0 0 LICA COLWELL DIRECTOR 2.00 X 0 0 0 LAURIE HUTCHINS DIRECTOR 2.00 X 0 0 0 ELAINE MARTYN DIRECTOR 2.00 X 0 0 0 AMY SHAHEEN DIRECTOR 2.00 X 0 0 0 JENNIFER BLACK PRESIDENT/CHIEF EXECUTIVE 34.00 6.00 X 327640 57819 14667 KATHERINE FARRIS CHIEF MEDICAL OFFICER 40.00 X 334532 0 14209 KARL LEVEILLE CHIEF FINANCIAL OFFICER 40.00 X 136649 0 5158 STEPHANIE PAGE JOHNSON CHIEF PROGRAM OFFICER 28.00 12.00 X 158022 67724 14398 JOYCE MITCHELL-ANTOINE VP OF DEVELOPMENT 32.00 8.00 X 156714 39178 8968 ELIZABETH MCCONNELL VP FOR ORGANIZATIONAL DEVE 40.00 X 194230 0 7799 ANNE LOGAN BASS CLINICAL DIR OF FAMILY PLA 40.00 X 195912 0 14604 MATTHEW ZERDEN ASSOCIATE MEDICAL DIRECTOR 40.00 X 162904 0 0 MICHAEL FISHER MD PROVIDER 40.00 X 184530 0 0 1851133 164721 79803 32 0 1 0 DIGITAL ANALYTICS LLC PO BOX 432 WINCHESTER MA 01890 INFORMATION TECHNOLOGY 814973 FOR THE CULTURE CONSULTING LLC 1435 S MAIN CHAPEL WAY UNIT C408 GAMBRILS MD 210541974 CONSULTING 180954 BOB CARTER COMPANIES LLC 2145 14TH AVENUE SUITE 26 VERO BEACH FL 32960 CONSULTING 142310 ATLANTIC BUILDING SOLUTIONS 4441 SIX FORKS RD STE 106 234 RALEIGH NC 27609 CLEANING SERVICES 136328 4 865739 276229 24981016 536859 26122984 PATIENT & PRODUCT FEES 621300 17424963 17424963 GOVERNMENT CONTRACTS 621300 1941462 1941462 19366425 1205122 1205122 11938904 11796107 142797 142797 142797 124809 865739 165866 -41057 -41057 MISCELLANEOUS REVENUE 621300 265446 265446 265446 47061717 19631871 0 1306862 6930432 6930432 680580 513281 109437 57862 18771486 14157124 3018445 1595917 348374 218075 72855 57444 1341091 996723 227065 117303 1453330 1105633 229445 118252 104410 83630 20780 48780 48780 196469 196469 3007925 1466899 1472066 68960 900094 883097 13315 3682 1489547 669028 600745 219774 148224 32883 57239 58102 1150104 937605 137248 75251 671596 510568 70537 90491 105836 87823 18010 3 939653 782287 99653 57713 888991 867134 9678 12179 COST OF GOODS SOLD 2173050 2173050 BAD DEBT 664072 654336 9736 MEDICAL SUPPLIES 521670 521670 LAB SERVICES 441946 441946 59595 11473 45103 3019 43037255 34044697 6446870 2545688 4448636 3337430 559838 4359367 3061470 1549988 707493 595085 625714 560164 94181 66039 34388015 11069143 23525372 23318872 34634569 41484916 1194300 1287901 888922 719052 69740495 77278814 2456646 2953101 276114 365265 413907 206422 499768 434775 3646435 3959563 X 54258711 60397681 11835349 12921570 66094060 73319251 69740495 77278814 X 4024462 3187128 13601 X 0 1 X 1 0 X 12976072 13780703 30677813 18612733 26122984 102170305 12976072 13780703 30677813 18612733 26122984 102170305 20164045 82006260 268755 297478 708146 888764 1205122 3368265 242363 235436 247681 268272 265446 1259198 106797768 83351037 0.76790 0.84540 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 242,363. 2020 AMOUNT: $ 235,436. 2021 AMOUNT: $ 247,681. 2022 AMOUNT: $ 268,272. 2023 AMOUNT: $ 265,446. 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PART X, LINE 2: MANAGEMENT HAS REVIEWED THE TAX POSITIONS FOR EACH OF THE OPEN FISCAL TAX YEARS (2021-2023) OR EXPECTED TO BE TAKEN IN THE ORGANIZATION'S FISCAL 2024 TAX RETURN AND HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. STANDING STRONG CHARLOTTESVILLE 196965 172147 24818 28523 3225 MEETING THE MOMENT 151792 132666 19126 14 635743 555640 80103 63241 60611 984500 860453 124047 91764 63836 155600 -31553 1 PLANNED PARENTHOOD VOTES SOUTH ATLANTIC 100 SOUTH BOYLAN AVENUE RALEIGH NC 27603 562208857 501(C)(4) 6930432 0 TO INCREASE ACCESS TO FAMILY PLANNING AND REPRODUCTIVE HEALTH CARE AND SEXUALITY EDUCATION. 0 1 PART I, LINE 2: THE GRANTOR REQUIRES THE GRANTEE TO FURNISH MONTHLY WRITTEN REPORTS ADDRESSING ALL POINTS LISTED IN THE GRANT AGREEMENT. THESE REPORTS WILL SUPPLY SUFFICIENT INFORMATION FOR GRANTOR TO DETERMINE THAT THE GRANT IS BEING USED FOR THE PURPOSES INTENDED. X X X 0 0 0 0 0 0 0 0 0 JENNIFER BLACK PRESIDENT/CHIEF EXECUTIVE 327640 57819 0 0 0 0 13348 0 1319 0 342307 57819 0 0 KATHERINE FARRIS CHIEF MEDICAL OFFICER 334532 0 0 0 0 0 13298 0 911 0 348741 0 0 0 STEPHANIE PAGE JOHNSON CHIEF PROGRAM OFFICER 158022 67724 0 0 0 0 7771 0 6627 0 172420 67724 0 0 ANNE LOGAN BASS CLINICAL DIR OF FAMILY PLA 195912 0 0 0 0 0 7976 0 6628 0 210516 0 0 0 JOYCE MITCHELL-ANTOINE VP OF DEVELOPMENT 156714 39178 0 0 0 0 7802 0 1166 0 165682 39178 0 0 ELIZABETH MCCONNELL VP FOR ORGANIZATIONAL DEVE 194230 0 0 0 0 0 7799 0 0 0 202029 0 0 0 MICHAEL FISHER MD PROVIDER 184530 0 0 0 0 0 0 0 0 0 184530 0 0 0 MATTHEW ZERDEN ASSOCIATE MEDICAL DIRECTOR 162904 0 0 0 0 0 0 0 0 0 162904 0 0 0 X 40 536859 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS WAS SENT A COPY OF THE FORM 990 TO REVIEW AND PROVIDE FEEDBACK PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER AND STAFF PERSON IS REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY AT THE BEGINNING OF HIS/HER TENURE. MANAGEMENT REVIEWS ALL BUSINESS CONTRACTS TO DETERMINE IF POTENTIAL CONFLICTS EXIST. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS EVALUATES THE CEO ANNUALLY AND DETERMINES THE APPROPRIATE COMPENSATION. THE CEO USES NATIONAL AND LOCAL SALARY SURVEYS ANNUALLY TO DETERMINE THE APPROPRIATE COMPENSATION PACKAGE OF THE THE CHIEF FINANCIAL OFFICER AND EACH SENIOR MANAGER. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS OF THE ORGANIZATION ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS 93,601. AMORTIZATION OF GOODWILL -80,000. SECURE SOURCE LLC 100 SOUTH BOYLAN AVENUE RALEIGH NC 27603 822741134 PURCHASE AND REFURBISH A BUILDING NC PLANNED PARENTHOOD VOTES SOUTH ATLANTIC 100 S BOYLAN AVENUE RALEIGH NC 27603 562208857 ADVOCACY NC 501(C)(4) 1 PLANNED PARENTHOOD VOTES NORTH CAROLINA 100 S BOYLAN AVENUE RALEIGH NC 27603 474964855 POLITICAL ORGANIZATION NC 527 0 PLANNED PARENTHOOD VOTES SOUTH CAROLINA 100 S BOYLAN AVENUE RALEIGH NC 27603 474986240 POLITICAL ORGANIZATION NC 527 0 PLANNED PARENTHOOD VOTES WEST VIRGINIA 100 S BOYLAN AVENUE RALEIGH NC 27603 474978719 POLITICAL ORGANIZATION NC 527 0 PLANNED PARENTHOOD ACTION PAC NORTH CAROLINA 100 S BOYLAN AVENUE RALEIGH NC 27603 813387952 POLITICAL ORGANIZATION NC 527 PLANNED PARENTHOOD VOTES SOUTH ATLANTIC 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 0 PLANNED PARENTHOOD VOTES SOUTH ATLANTIC B 6930432 CASH PAID PLANNED PARENTHOOD VOTES SOUTH ATLANTIC Q 1027130 CASH PAID