PLANNED PARENTHOOD SOUTHEAST ADVOCATES INC (EIN 581899303) - 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

1965

Legal Domicile

Phone

4046889300

Tax Period

2024-07-01 to 2025-06-30

PLANNED PARENTHOOD SOUTHEAST ADVOCATES INC, founded in 1965, is a small nonprofit that reported $357K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $338K left a modest 5% surplus.

Mission

TO ENCOURAGE AND PROTECT INFORMED INDIVIDUAL CHOICE REGARDING REPRODUCTIVE HEALTH CARE; TO ADVOCATE PUBLIC POLICIES WHICH GUARANTEE THE RIGHT, AS WELL AS FULL AND NONDISCRIMINATORY ACCESS, TO SUCH CARE, AND TO FOSTER AND PRESERVE A SOCIAL AND POLITICAL CLIMATE FAVORABLE TO THE EXERCISE OF REPRODUCTIVE CHOICE THROUGH THE EDUCATION OF THE PUBLIC, VOTER REGISTRATION, LEGISLATIVE ACTIVITY AND SUCH LIMITED POLITICAL ACTIVITY AS IS CONSISTENT WITH TAX-EXEMPT SOCIAL WELFARE STATUS.

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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 $356,699

Program Service Revenue $0

Investment Income $0

Other Revenue $523

TOTAL REVENUE $357,222

Expense Breakdown

Grants Paid $30,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $299,202

Other Expenses $307,953

TOTAL EXPENSES $337,953

Year-over-Year Comparison

	2024	2023	Change
Revenue	$357,222	$280,504	+0.3%
Expenses	$337,953	$389,972	-0.1%
Net Income	$19,269	$-109,468	-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

N/A

Volunteers

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

$449,742

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN FELDMAN	CHAIR	1.0	Officer Director	$0	$0	$0
JUDY TABB	VICE CHAIR / TREASURER	1.0	Officer Director	$0	$0	$0
ARIEL ESTEVES	DIRECTOR	0.5	Director	$0	$0	$0
CHRIS SMURDA	DIRECTOR	0.5	Director	$0	$0	$0
CHUCK TAYLOR	DIRECTOR	0.5	Director	$0	$0	$0
ELAINE ALEXANDER	DIRECTOR	0.5	Director	$0	$0	$0
ELIZABETH FINN JOHNSON	DIRECTOR	0.5	Director	$0	$0	$0
LYNN FOWLER	DIRECTOR	0.5	Director	$0	$0	$0
OTIS THREATT	DIRECTOR	0.5	Director	$0	$0	$0
STACEY COLE	DIRECTOR	0.5	Director	$0	$0	$0
TRACY FIELD	DIRECTOR	0.5	Director	$0	$0	$0
CAROLYNN MCDONALD	President and CEO (7/24/2023 - 7/31/2024)	4.0	Officer	$0	$6,519	$182,589
MAIRO AKPOSE	President and CEO (7/31/2024 - current)	4.0	Officer	$0	$900	$244,840
OMAR CARRILLO	Fractional CFO	1.5	Officer	$0	$0	$22,313

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	$357,222	$337,953	$379,015	$19,269
2024	$280,504	$389,972	$509,864	$-109,468
2023	$268,159	$381,502	$248,704	$-113,343
2022	$226,819	$107,096	$341,071	$119,723
2021	$394,899	$540,838	$233,315	$-145,939
2020	$269,209	$155,439	$479,872	$113,770
2019	$252,537	$381,699	$237,801	$-129,162
2018	$197,387	$81,264	$338,327	$116,123

PLANNED PARENTHOOD SOUTHEAST ADVOCATES INC