PLANNED PARENTHOOD SOUTH ATLANTIC INC (EIN 561282557) - 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

1980

Legal Domicile

Principal Officer

PAIGE JOHNSON

Phone

9198337534

Tax Period

2024-07-01 to 2025-06-30

PLANNED PARENTHOOD SOUTH ATLANTIC INC, founded in 1980, is a mid-sized nonprofit in the Health Care sector that reported $47.1M in total revenue in fiscal year 2024.

Mission

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.

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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 $25,684,013

Program Service Revenue $21,119,694

Investment Income $52,463

Other Revenue $252,162

TOTAL REVENUE $47,108,332

Expense Breakdown

Grants Paid $8,243,087

Salaries & Benefits $25,119,341

Fundraising Expenses $3,285,901

Program Expenses $38,918,336

Other Expenses $14,679,457

TOTAL EXPENSES $48,041,885

Year-over-Year Comparison

	2024	2023	Change
Revenue	$47,108,332	$47,061,717	+0.0%
Expenses	$48,041,885	$43,037,255	+0.1%
Net Income	$-933,553	$4,024,462	-1.2%

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

421

Volunteers

282

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

$1,380,756

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENNON JACKSON	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
MICHELLE BERREY	BOARD VICE CHAIR	2.00	Officer Director	$0	$0	$0
ROBIN MERMANS	TREASURER	2.00	Officer Director	$0	$0	$0
NICOLE FURNACE	SECRETARY	2.00	Officer Director	$0	$0	$0
STACY ALLENBACH-STUNES	DIRECTOR	2.00	Director	$0	$0	$0
CAMILLE BERRY	DIRECTOR	2.00	Director	$0	$0	$0
SHELLEY BROWN	DIRECTOR	2.00	Director	$0	$0	$0
JUSTINA CLEMONS	DIRECTOR	2.00	Director	$0	$0	$0
SAM COOK	DIRECTOR	2.00	Director	$0	$0	$0
BETTY CRAVEN	DIRECTOR	2.00	Director	$0	$0	$0
PAT FORBIS	DIRECTOR	2.00	Director	$0	$0	$0
LAURIE HUTCHINS	DIRECTOR	2.00	Director	$0	$0	$0
PETER LEONE	DIRECTOR	2.00	Director	$0	$0	$0
ELAINE MARTYN	DIRECTOR	2.00	Director	$0	$0	$0
MARCIA MORGAN	DIRECTOR	2.00	Director	$0	$0	$0
LAHOMA ROMOCKI	DIRECTOR	2.00	Director	$0	$0	$0
CARRIE ROSARIO	DIRECTOR	2.00	Director	$0	$0	$0
AMY SHAHEEN	DIRECTOR	2.00	Director	$0	$0	$0
DAVID SNIDER	DIRECTOR	2.00	Director	$0	$0	$0
JULIA TOWNSEND	DIRECTOR	2.00	Director	$0	$0	$0
SALLY WALKER	DIRECTOR	2.00	Director	$0	$0	$0
KIMBERLY WILLIS	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER BLACK	PRESIDENT/CEO (THRU 3/2025)	34.00	Officer	$400,138	$17,483	$443,162
KATHERINE FARRIS	CHIEF MEDICAL OFFICER	40.00	Officer	$374,827	$13,774	$388,601
STEPHANIE PAGE JOHNSON	PRESIDENT/CEO (AS OF 3/2025)	28.00	Officer	$227,904	$13,944	$272,926
KARL LEVEILLE	CHIEF FINANCIAL OFFICER	34.00	Officer	$235,749	$25,270	$276,067
ANNE LOGAN BASS	CLINICAL DIR OF FAMILY PLA	40.00	Highest	$212,050	$26,253	$238,303
JOYCE MITCHELL-ANTOINE	VP OF DEVELOPMENT	32.00	Highest	$209,363	$12,322	$239,891
ELIZABETH MCCONNELL	VP PEOPLE & CULTURE	40.00	Highest	$240,299	$10,380	$250,679
SUSANNA BIRDSONG	VP OF COMPLIANCE & GENERAL CONSUL	34.00	Highest	$171,777	$21,558	$204,299
MATTHEW ZERDEN	PHYSICIAN	40.00	Highest	$215,164	$0	$215,164

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
2025	$47,108,332	$48,041,885	$81,520,114	$-933,553
2024	$47,061,717	$43,037,255	$77,278,814	$4,024,462
2023	$38,895,412	$36,886,596	$69,740,495	$2,008,816
2022	$47,596,077	$29,166,039	$65,933,619	$18,430,038
2021	$29,692,588	$25,820,745	$52,394,331	$3,871,843
2020	$27,413,347	$24,838,800	$47,499,893	$2,574,547
2019	$25,558,725	$23,073,605	$41,384,864	$2,485,120
2018	$31,575,268	$22,902,018	$38,915,720	$8,673,250

PLANNED PARENTHOOD SOUTH ATLANTIC INC