Nonprofit · EIN 56-0995114
PHILANTHROPY SOUTHEAST INC
Tax-exempt · ATLANTA, GA 30303
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,152,601 | $4,060,831 | $91,770 | $2,781,205 | $350,097 | $2,431,108 |
| December 31, 2023 | 990 | $3,583,701 | $3,907,122 | -$323,421 | $3,044,139 | $619,533 | $2,424,606 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,289,293
- Membership dues
- $1,593,893
- Program service revenue
- $1,818,543
- Investment income
- $40,689
- Net gain from sales of assets
- $15,478
- Other revenue
- $4,076
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $483,419
- Other salaries and wages
- $1,102,631
- Salaries, compensation and benefits (total)
- $1,852,440
- Professional fundraising fees
- $0
- Legal fees
- $1,668
- Accounting fees
- $22,711
- Program services (functional)
- $2,644,980
- Management and general (functional)
- $1,207,286
- Fundraising (functional)
- $208,565
Balance sheet and other
- Total assets, start of year
- $3,044,139
- Total assets, end of year
- $2,781,205
- Total liabilities, end of year
- $350,097
- Net assets, end of year
- $2,431,108
- Publicly traded securities
- $342,753
- Net assets without donor restrictions
- $1,910,967
- Net assets with donor restrictions
- $520,141
- Gross receipts
- $4,435,818
- Employees
- 9
- Volunteers
- 2,200
- Year formed
- 1972
- State of legal domicile
- GA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Dena Chadwick | President & CEO - as of February 2024 Officer | 40 | $300,242 | $43,107 |
| Janine Lee | President & CEO - until February 2024 Officer | 40 | $131,011 | $9,059 |
| Kristen Keely-Dinger | Board Chair Trustee or director, Officer | 1.3 | $0 | $0 |
| Darrin Goss | Chair-Elect Trustee or director, Officer | 0.8 | $0 | $0 |
| Robert Dortch | Immediate Past Chair Trustee or director | 0.8 | $0 | $0 |
| Jennifer Barksdale | Secretary/Treausrer Trustee or director, Officer | 0.8 | $0 | $0 |
| Kim Davis | Governance Chair Trustee or director, Officer | 0.8 | $0 | $0 |
| J Allen Mast | At-Large Trustee or director, Officer | 0.8 | $0 | $0 |
| Micheal Tipton | At-Large Trustee or director | 0.8 | $0 | $0 |
| Rhea Williams Bishop | Board Member Trustee or director | 0.5 | $0 | $0 |
| Carol W Butler | Board Member Trustee or director | 0.5 | $0 | $0 |
| Kristin Walker Collins | Board Member Trustee or director | 0.5 | $0 | $0 |
| Sara Hemingway | Board Member Trustee or director | 0.5 | $0 | $0 |
| Deanna James | Board Member Trustee or director | 0.5 | $0 | $0 |
| Donovan Lee-Sin | Board Member Trustee or director | 0.5 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kellan Moore | Board Member Trustee or director | 0.5 | $0 |
| Velma Monteiro-Tribble | Board Member Trustee or director | 0.5 | $0 |
| Mijo Vodopic | Board Member Trustee or director | 0.5 | $0 |
| Dr Kenita T Williams | Board Member Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Janine Lee | President & CEO Key employee | 40 | $342,725 | $41,215 |
| Dena Chadwick | Chief Operating Officer Key employee | 40 | $222,407 | $32,486 |
| Robert Dortch | Board Chair Trustee or director, Officer | 1.3 | $0 | $0 |
| Kristen Keely-Dinger | Chair-Elect Trustee or director, Officer | 0.8 | $0 | $0 |
| Jennifer Barksdale | Secretary/Treausrer Trustee or director, Officer | 0.8 | $0 | $0 |
| Dr Laura Gerald | Governance Chair Trustee or director, Officer | 0.8 | $0 | $0 |
| Darrin Goss | At-Large Trustee or director | 0.8 | $0 | $0 |
| Michael Tipton | At-Large Trustee or director | 0.8 | $0 | $0 |
| Jane Alexander | Board Member Trustee or director | 0.5 | $0 | $0 |
| Carol Butler | Board Member Trustee or director | 0.5 | $0 | $0 |
| Kim Davis | Board Member Trustee or director | 0.5 | $0 | $0 |
| Jerry Gonzalea | Board Member Trustee or director | 0.5 | $0 | $0 |
| Sara Hemingway | Board Member Trustee or director | 0.5 | $0 | $0 |
| Deanna James | Board Member Trustee or director | 0.55 | $0 | $0 |
| Allen Mast | Board Member Trustee or director | 0.5 | $0 | $0 |
| Velma Monteiro-Tribble | Board Member Trustee or director | 0.5 | $0 | $0 |
| Christopher Steed | Board Member Trustee or director | 0.5 | $0 | $0 |
| Mijo Vodopic | Board Member Trustee or director | 0.5 | $0 | $0 |
| Dr Kenita T Williams | Board Member Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 100 PEACHTREE ST NW STE 2080, ATLANTA, GA 30303-1906
- In care of
- % SOUTHEASTERN COUNCIL OF FOUN
- Principal officer (990 for 2024)
- Dena Chadwick, 100 Peachtree ST NW 2080, Atlanta, GA 30303
- Signed the 990
- Dena Chadwick, President
- Phone
- (404) 524-0911
- Website
- philanthropysoutheast.org
- Return prepared by
- Aprio Advisory Group LLC
Mission
Philanthropy Southeast strengthens Southern philanthropy, welcoming our members to listen, learn and collaborate on ideas and actions to help build an equitable, prosperous South.
Program accomplishments
- Annual Meeting - Information sessions to provide professional development and networking opportunities for directors, trustees, members, and officers of the foundation.Expenses $843,464 · revenue $1,545,775
- Constituency Meetings - Seminars and conferences to provide professional development and encourage courageous leadership for its members.Expenses $51,278 · revenue $58,365
- The South's Premiere Philanthropic Leadership Development Program- If you look at today's leaders in Southern Philanthropy, you'll see men and women from all walks of life. They work at a variety of foundations, all with different visions and missions. Increasingly, however, these leaders have one thing in common - they were members of PSE's Hull Fellows program. Of the more than 300 graduates of our premiere leadership development program, dozens now serve as CEOs and senior executives throughout the region. Over the course of a year, these three elements are delivered through in-person and virtual programs that explore the history of the South, the latest trends and best practices and the major issues facing foundations today.Expenses $1,750,238 · revenue $218,479
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 56-0995114
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T00C)
- Assets (IRS master file)
- $2,781,205
- Income (IRS master file)
- $4,435,818
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,152,601 | $4,060,831 | $2,781,205 | XML |
| 990 | December 2023 | $3,583,701 | $3,907,122 | $3,044,139 | XML |
| 990 | December 2022 | $3,744,627 | $3,156,546 | $3,548,693 | IRS |
| 990 | December 2021 | $3,483,118 | $2,994,074 | $2,907,587 | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-0995114).
Questions about PHILANTHROPY SOUTHEAST INC
- What is the EIN of PHILANTHROPY SOUTHEAST INC?
- The employer identification number (EIN) of PHILANTHROPY SOUTHEAST INC is 56-0995114.
- Is PHILANTHROPY SOUTHEAST INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to PHILANTHROPY SOUTHEAST INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PHILANTHROPY SOUTHEAST INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PHILANTHROPY SOUTHEAST INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHILANTHROPY SOUTHEAST INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of PHILANTHROPY SOUTHEAST INC?
- The 990 for the year ended December 31, 2024 names Dena Chadwick.
- Who are the officers and directors of PHILANTHROPY SOUTHEAST INC?
- The 990 for the year ended December 31, 2024 lists 19 people; 2 received compensation from the organization, the highest $300,242 (Dena Chadwick, President & CEO - as of February 2024).
- How much revenue does PHILANTHROPY SOUTHEAST INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,152,601, expenses of $4,060,831 and total assets of $2,781,205 at year end.
Other nonprofits in ATLANTA
- LETTIE PATE EVANS FOUNDATION INC TRUSTEE OF THE RESTRICTED FUND UW EIN 23-7282939 · last filed 990 for 2025
- ROBERT W WOODRUFF FOUNDATION INC EIN 58-1695425 · last filed 990-PF for 2025
- THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC EIN 58-1344646 · last filed 990 for 2024
- THE ARTHUR M BLANK FAMILY FOUNDATION EIN 38-3983213 · last filed 990-PF for 2024
- LETTIE PATE WHITEHEAD FOUNDATION INC EIN 58-6012629 · last filed 990 for 2024
- FORWARD AMERICA INC EIN 33-1273009 · last filed 990 for 2024
- JOHN BULOW CAMPBELL FOUNDATION EIN 58-0566149 · last filed 990-PF for 2024
- UNITED WAY OF GREATER ATLANTA INC EIN 58-0566194 · last filed 990 for 2025
All nonprofits in ATLANTA · Georgia · Philanthropy, voluntarism and grantmaking foundations