Philanthropy Southeast Inc (EIN 560995114) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1972

Legal Domicile

Principal Officer

Dena Chadwick

Phone

4045240911

Tax Period

2024-01-01 to 2024-12-31

Philanthropy Southeast Inc, founded in 1972, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.2M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,289,293

Program Service Revenue $1,818,543

Investment Income $40,689

Other Revenue $4,076

TOTAL REVENUE $4,152,601

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,852,440

Fundraising Expenses $208,565

Program Expenses $2,644,980

Other Expenses $2,208,391

TOTAL EXPENSES $4,060,831

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,152,601	$3,583,701	+0.2%
Expenses	$4,060,831	$3,907,122	+0.0%
Net Income	$91,770	$-323,421	-1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

2200

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$483,419

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kristen Keely-Dinger	Board Chair	1.30	Officer Director	$0	$0	$0
Darrin Goss	Chair-Elect	0.80	Officer Director	$0	$0	$0
Robert Dortch	Immediate Past Chair	0.80	Director	$0	$0	$0
Jennifer Barksdale	Secretary/Treausrer	0.80	Officer Director	$0	$0	$0
Kim Davis	Governance Chair	0.80	Officer Director	$0	$0	$0
J Allen Mast	At-Large	0.80	Officer Director	$0	$0	$0
Micheal Tipton	At-Large	0.80	Director	$0	$0	$0
Rhea Williams Bishop	Board Member	0.50	Director	$0	$0	$0
Carol W Butler	Board Member	0.50	Director	$0	$0	$0
Kristin Walker Collins	Board Member	0.50	Director	$0	$0	$0
Sara Hemingway	Board Member	0.50	Director	$0	$0	$0
Deanna James	Board Member	0.50	Director	$0	$0	$0
Donovan Lee-Sin	Board Member	0.50	Director	$0	$0	$0
Kellan Moore	Board Member	0.50	Director	$0	$0	$0
Velma Monteiro-Tribble	Board Member	0.50	Director	$0	$0	$0
Mijo Vodopic	Board Member	0.50	Director	$0	$0	$0
Dr Kenita T Williams	Board Member	0.50	Director	$0	$0	$0
Janine Lee	President & CEO - until February 2024	40.00	Officer	$131,011	$9,059	$140,070
Dena Chadwick	President & CEO - as of February 2024	40.00	Officer	$300,242	$43,107	$343,349

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$4,152,601	$4,060,831	$2,781,205	$91,770
2023	$3,583,701	$3,907,122	$3,044,139	$-323,421
2022	$3,744,627	$3,156,546	$3,548,693	$588,081
2021	$3,483,118	$2,994,074	$2,907,587	$489,044
2020	$2,604,128	$2,607,845	$2,505,902	$-3,717
2019	$3,624,243	$3,702,558	$1,966,295	$-78,315
2018	$2,966,685	$2,938,976	$2,253,686	$27,709

Philanthropy Southeast Inc