PLANNED PARENTHOOD SOUTHEAST INC (EIN 586045874) - 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

Principal Officer

CAROL MCDONALD

Phone

4045678285

Tax Period

2022-07-01 to 2023-06-30

PLANNED PARENTHOOD SOUTHEAST INC, founded in 1965, is a mid-sized nonprofit in the Health Care sector that reported $11.3M in total revenue in fiscal year 2022.

Mission

TO PROTECT REPRODUCTIVE HEALTH BY PROVIDING COMPREHENSIVE SEX EDUCATION AND QUALITY HEALTH CARE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $9,082,745

Program Service Revenue $2,106,880

Investment Income $65,692

Other Revenue $12,529

TOTAL REVENUE $11,267,846

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,715,841

Fundraising Expenses $487,901

Program Expenses $9,356,034

Other Expenses $6,061,287

TOTAL EXPENSES $11,777,128

Year-over-Year Comparison

	2022	2021	Change
Revenue	$11,267,846	$11,391,852	0.0%
Expenses	$11,777,128	$12,244,760	0.0%
Net Income	$-509,282	$-852,908	-0.4%

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

116

Volunteers

200

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

$279,259

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELAINE ALEXANDER	LIFETIME DIRECTOR (NON-VOTING)	1.00	Director	$0	$0	$0
MAX MICHAEL	LIFETIME DIRECTOR (NON-VOTING)	1.00	Director	$0	$0	$0
MATT KRIEDER	LIFETIME DIRECTOR (NON-VOTING)	1.00	Director	$0	$0	$0
KAREN DOOLITTLE	SECRETARY	1.00	Officer Director	$0	$0	$0
EVELYN REYNOLDS	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
MINA HOLLIDAY	TREASURER	1.00	Officer Director	$0	$0	$0
LEESA BOOTH	VICE CHAIR	1.00	Officer Director	$0	$0	$0
STACY ALDINGER	DIRECTOR	1.00	Director	$0	$0	$0
JASMINE BURTON	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN CARINI	DIRECTOR	1.00	Director	$0	$0	$0
STACY COLE	DIRECTOR	1.00	Director	$0	$0	$0
ARIEL ESTEVES	DIRECTOR	1.00	Director	$0	$0	$0
ABBY FRIEDMAN	DIRECTOR	1.00	Director	$0	$0	$0
ALEX GOLDSMITH	DIRECTOR	1.00	Director	$0	$0	$0
CARISA HINES MOORE	DIRECTOR	1.00	Director	$0	$0	$0
BEVERLY JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
RITU KELOTRA	DIRECTOR	1.00	Director	$0	$0	$0
NANCY KOZIOL	DIRECTOR	1.00	Director	$0	$0	$0
NICKI CHOLLET	DIRECTOR	1.00	Director	$0	$0	$0
CARA PETERMAN	DIRECTOR	1.00	Director	$0	$0	$0
CORINA DOMAZICK	DIRECTOR	1.00	Director	$0	$0	$0
CHELSEY HALL	DIRECTOR	1.00	Director	$0	$0	$0
DAWN ROCK	DIRECTOR	1.00	Director	$0	$0	$0
MONJRI SHAH	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS SMURDA	DIRECTOR	1.00	Director	$0	$0	$0
MARCIA SPILLER	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY HUGHES-AUSTIN	DIRECTOR	1.00	Director	$0	$0	$0
SITA RANCHOD NISSON	DIRECTOR	1.00	Director	$0	$0	$0
JULIE WADE	DIRECTOR	1.00	Director	$0	$0	$0
MITCH ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
MELINDA ROUGHTON	DIRECTOR	1.00	Director	$0	$0	$0
STACI FOX	CEO	35.00	Officer	$81,305	$2,800	$84,105
SARA WOODSON	CFO	39.00	Officer	$135,154	$0	$135,154
STEPHANIE FRAIM	INTERIM CEO (INDEPENDENT CONTRACTOR)	20.00	Officer	$60,000	$0	$60,000
CAROL WANNA	STAFF PHYSICIAN	40.00	Highest	$162,198	$0	$162,198
AMY KENNEDY	VP EXTERNAL AFFIARS	40.00	Highest	$130,093	$0	$130,093
MARCIA RILEY	CO-MEDICAL DIRECTOR	40.00	Highest	$124,000	$0	$124,000
DAINYELL SAWYER	VP OF PEOPLE & CULTURE	40.00	Highest	$121,369	$0	$121,369

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$11,267,846	$11,777,128	$18,966,681	$-509,282
2022	$11,391,852	$12,244,760	$17,429,633	$-852,908
2021	$12,943,221	$12,471,783	$19,229,430	$471,438
2020	$12,833,117	$9,783,962	$15,240,948	$3,049,155
2019	$10,078,006	$8,267,054	$12,005,010	$1,810,952
2018	$8,238,608	$7,398,212	$10,920,763	$840,396

PLANNED PARENTHOOD SOUTHEAST INC