2022-03-08T12:10:14-06:00 2021-06-30 231144520 TAIT WELLER & BAKER LLP TWO LIBERTY PL 50 S 16TH ST STE 2900 PHILADELPHIA PA 191022529 990 2020-07-01 561282557 PLANNED PARENTHOOD SOUTH ATLANTIC INC PLAN 9198337534 100 SOUTH BOYLAN AVENUE RALEIGH NC 27603 NANCY LONG CHIEF FINANCIAL OFFICER 9198337534 2022-03-08 1 NANCY LONG 999009999 HARRISON PEREIRA P00746867 2159798800 2022-03-07 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JENNY BLACK 100 SOUTH BOYLAN AVENUE RALEIGH NC 27603 42498230 0 X WWW.PPSAT.ORG X 1980 NC 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. 22 22 359 291 0 0 12976072 13780703 13685495 14064062 547789 1606487 203991 241336 27413347 29692588 1383830 1563956 0 0 13920123 14783577 0 0 1877399 9534847 9473212 24838800 25820745 2574547 3871843 47499893 52394331 5624089 5364167 41875804 47030164 X PLANNED PARENTHOOD SOUTH ATLANTIC IS A NONPROFIT FAMILY PLANNING AGENCY THAT RESPECTS AND PROTECTS THE RIGHTS OF EACH WOMAN, MAN AND YOUNG PERSON TO MAKE INFORMED REPRODUCTIVE DECISIONS. OUR MISSION IS TO PROVIDE ACCESSIBLE, HIGH-QUALITY HEALTH CARE AND INFORMATION TO PATIENTS 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. 0 0 17754067 THE PLANNED PARENTHOOD SOUTH ATLANTIC HEALTH CENTER TEAM ENSURES ACCESS TO COMPREHENSIVE REPRODUCTIVE HEALTH CARE BY PROVIDING SERVICES IN SETTINGS WHICH PRESERVE AND PROTECT AN INDIVIDUAL'S RIGHT TO PRIVACY, DIGNITY,AND CHOICE. SERVICES INCLUDE: -> BIRTH CONTROL CONSULTATION AND SUPPLIES,-> GYNECOLOGICAL EXAMS AND PAP TESTS, -> IN-CLINIC ABORTION AND ABORTION PILL, -> EMERGENCY CONTRACEPTION, -> PREGNANCY TESTING AND OPTIONS INFORMATION, -> TESTING AND TREATMENT FOR SEXUALLY TRANSMITTED DISEASES, -> PERMANENT BIRTH CONTROL- VASECTOMY, AND -> RAPID HIV TESTING 1563956 1563956 PLANNED PARENTHOOD SOUTH ATLANTIC SUPPORTS EACH CITIZEN'S RIGHT TO MAKE INFORMED DECISIONS REGARDING HIS OR HER HEALTH. TO THAT END, WE WORK DILIGENTLY WITH NATIONAL, STATE, AND LOCAL POLICY MAKERS TO UPHOLD ACCESS TO COMPREHENSIVE REPRODUCTIVE HEALTH CARE. WE HAVE A LARGE NETWORK OF GRASSROOTS SUPPORTERS WHO ARE COMMITTED TO DEFENDING AND INCREASING ACCESS TO FAMILY PLANNING SERVICES, HIGH-QUALITY, NONJUDGMENTAL ABORTION SERVICES, AND MEDICALLY-ACCURATE SEXUALITY EDUCATION. 1248276 PLANNED PARENTHOOD SOUTH ATLANTIC BELIEVES THAT INFORMED CHOICES BEGINS WITH EDUCATION. WE WORK TO MAKE A LONG-TERM, POSITIVE IMPACT ON THE SEXUAL HEALTH OF OUR COMMUNITIES AND PROMOTE POSITIVE SEXUALITY, HEALTHY BEHAVIOR, AND RESPONSIBLE CHOICES, THROUGH IMPLEMENTING MEDICALLY-ACCURATE, INTENSIVE AND BALANCED SEXUALITY EDUCATION PROGRAMS. OUR PROGRAMS ARE INNOVATIVE, BOLD, AND EFFECTIVE TOOLS FOR PREVENTING ADOLESCENT PREGNANCY AND PROMOTING LIFE-LONG HEALTHY DECISION MAKING. 20566299 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 69 0 359 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC VA WV SC X NANCY LONG 9198337534 100 S BOYLAN AVENUE RALEIGH NC 27603 KAREN MORAN CHAIR 2.00 X X 0 0 0 LICA COLWELL VICE CHAIR 3.00 X X 0 0 0 LUCAS THORNTON TREASURER 2.00 2.00 X X 0 0 0 DIANE ROBERTSON SECRETARY 4.00 X X 0 0 0 AKILAH ENSLEY DIRECTOR 2.00 X 0 0 0 KENNON JACKSON DIRECTOR 2.00 2.00 X 0 0 0 ANDREA MARCOS DIRECTOR 2.00 X 0 0 0 KAMA PIERCE DIRECTOR 2.00 X 0 0 0 JULIE TAYLOR DIRECTOR 2.00 X 0 0 0 LINDSAY WEBSTER DIRECTOR 2.00 X 0 0 0 MICHELLE BERREY DIRECTOR 2.00 X 0 0 0 SAM COOK DIRECTOR 2.00 X 0 0 0 PATRICIA FORBIS DIRECTOR 2.00 X 0 0 0 PETER LEONE DIRECTOR 2.00 X 0 0 0 ANN MORRIS DIRECTOR 2.00 X 0 0 0 SHELLEY BROWN DIRECTOR 2.00 2.00 X 0 0 0 SAUNTE NICOLE FURNACE DIRECTOR 2.00 X 0 0 0 JULIA TOWNSEND DIRECTOR 2.00 X 0 0 0 STACY ALLENBACH-STUNES DIRECTOR 2.00 X 0 0 0 BETTY CRAVEN DIRECTOR 2.00 2.00 X 0 0 0 PAMELA PEARSON DIRECTOR 2.00 X 0 0 0 ROBIN PERRIGO DIRECTOR 2.00 X 0 0 0 JENNIFER BLACK PRESIDENT/CHIEF EXECUTIVE 34.00 6.00 X 252877 44625 15806 KATHERINE FARRIS CHIEF OFFICER 40.00 X 237456 0 10677 NANCY LONG CHIEF FINANCIAL OFFICER 40.00 X 171715 0 15437 STEPHANIE PAGE JOHNSON CHIEF PROGRAM OFFICER 28.00 12.00 X 130128 55769 13986 JOYCE MITCHELL-ANTOINE VP OF DEVELOPMENT 40.00 X 158724 0 7628 ELIZABETH MCCONNELL VP FOR ORGANIZATIONAL DEVE 40.00 X 157571 0 8686 SHERRI JAMES-SURGERS PRIMARY CARE PHYSICIAN 40.00 X 241777 0 10887 1350248 100394 83107 12 0 1 0 CURASCRIPT SD PO BOX 978510 DALLAS TX 753978510 HEALTH CARE PRODUCTS 915983 ASD HEALTHCARE PO BOX 848104 DALLAS TX 752848001 HEALTH CARE PRODUCTS 842455 AFFILIATES RISK MANAGEMENT SERVICES INC 215 LEXINGTON AVENUE 12TH FLOOR NEW YORK NY 10016 RISK MANAGEMENT 453188 DIGITAL ANALYTICS LLC PO BOX 432 WINCHESTER MA 01890 INFORMATION TECHNOLOGY 370307 R&S NORTHEAST LLC PO BOX 935485 ATLANTA GA 311935485 PHARMACEUTICALS 355002 13 589965 63565 13127173 473531 13780703 PATIENT & PRODUCT FEES 621300 13832297 13832297 GOVERNMENT CONTRACTS 621300 231765 231765 14064062 297069 297069 409 0 409 409 409 14035499 12726081 1309418 1309418 1309418 85052 589965 79561 5491 5491 MISCELLANEOUS REVENUE 621300 235436 235436 235436 29692588 14299907 0 1611978 1563956 1563956 507860 382051 76105 49704 12193938 9173203 1827322 1193413 220237 125400 57941 36896 982195 757555 115751 108889 879347 645827 143660 89860 116205 40066 76139 46640 46640 64185 64185 1327815 1096663 223656 7496 514428 513775 106 547 1020645 502115 378399 140131 107977 24128 38057 45792 961731 734811 159871 67049 224784 214064 7662 3058 43471 35572 7790 109 794324 615730 123304 55290 406714 388409 10612 7693 COST OF GOODS SOLD 2522068 2522068 BAD DEBT 491014 421758 69256 MEDICAL SUPPLIES 446512 446512 LAB SERVICES 351423 351423 33276 11213 19847 2216 25820745 20566299 3377047 1877399 2058 10138108 7328659 252120 1978125 780363 453671 510146 294396 384521 99886 132135 29623255 8514284 21569930 21108971 13966033 17089336 1062178 1346674 744957 651957 47499893 52394331 1861744 1768662 2778312 2738391 984033 794563 0 62551 5624089 5364167 X 34954574 39579872 6921230 7450292 41875804 47030164 47499893 52394331 X 3871843 1078021 204496 X 0 1 X 1 0 X 15154120 16542238 12700559 12976072 13780703 71153692 15154120 16542238 12700559 12976072 13780703 71153692 18077861 53075831 167959 208083 306539 268755 297478 1248814 240329 180169 410120 242363 235436 1308417 73710923 66778057 0.72010 0.74030 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2016 AMOUNT: $ 240,329. 2017 AMOUNT: $ 180,169. 2018 AMOUNT: $ 410,120. 2019 AMOUNT: $ 242,363. 2020 AMOUNT: $ 235,436. 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PART X, LINE 2: MANAGEMENT HAS REVIEWED THE TAX POSITIONS FOR EACH OF THE OPEN FISCAL TAX YEARS (2018-2020) OR EXPECTED TO BE TAKEN IN THE ORGANIZATION'S FISCAL 2021 TAX RETURN AND HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. IN THIS TOGETHER NC 385226 336688 48538 57387 STANDING STRONG CHARLOTTESVILLE 130666 114202 16464 11366 6 136797 119561 17236 7715 652689 570451 82238 76468 76468 5770 1 PLANNED PARENTHOOD VOTES SOUTH ATLANTIC 100 SOUTH BOYLAN AVENUE RALEIGH NC 27603 562208857 501(C)(4) 1563956 TO INCREASE ACCESS TO FAMILY PLANNING AND REPRODUCTIVE HEALTH CARE AND SEXUALITY EDUCATION. 0 1 PART I, LINE 2: THE GRANTOR REQUIRES THE GRANTEE TO FURNISH MONTHLY WRITTEN REPORTS ADDRESSING ALL POINTS LISTED IN THE GRANT AGREEMENT. THESE REPORTS WILL SUPPLY SUFFICIENT INFORMATION FOR GRANTOR TO DETERMINE THAT THE GRANT IS BEING USED FOR THE PURPOSES INTENDED. X X X 0 1 0 0 0 0 0 0 0 JENNIFER BLACK PRESIDENT/CHIEF EXECUTIVE 252877 44625 0 0 0 0 11400 0 4406 0 268683 44625 0 0 SHERRI JAMES-SURGERS PRIMARY CARE PHYSICIAN 241777 0 0 0 0 0 4440 0 6447 0 252664 0 0 0 KATHERINE FARRIS CHIEF OFFICER 237456 0 0 0 0 0 7380 0 3297 0 248133 0 0 0 STEPHANIE PAGE JOHNSON CHIEF PROGRAM OFFICER 130128 55769 0 0 0 0 5857 0 8129 0 144114 55769 0 0 NANCY LONG CHIEF FINANCIAL OFFICER 171715 0 0 0 0 0 6975 0 8462 0 187152 0 0 0 JOYCE MITCHELL-ANTOINE VP OF DEVELOPMENT 158724 0 0 0 0 0 4865 0 2763 0 166352 0 0 0 ELIZABETH MCCONNELL VP FOR ORGANIZATIONAL DEVE 157571 0 0 0 0 0 6327 0 2359 0 166257 0 0 0 PART I, LINE 4B JENNIFER BLACK, PRESIDENT & CEO PARTICIPATED IN A NON-QUALIFIED RETIREMENT (457B)PLAN - EMPLOYER CONTRIBUTED $19,500 TO PLAN. X 54 473531 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS WAS SENT A COPY OF THE FORM 990 TO REVIEW AND PROVIDE FEEDBACK PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER AND STAFF PERSON IS REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY AT THE BEGINNING OF HIS/HER TENURE. MANAGEMENT REVIEWS ALL BUSINESS CONTRACTS TO DETERMINE IF POTENTIAL CONFLICTS EXIST. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS EVALUATES THE CEO ANNUALLY AND DETERMINES THE APPROPRIATE COMPENSATION. THE CEO USES NATIONAL AND LOCAL SALARY SURVEYS ANNUALLY TO DETERMINE THE APPROPRIATE COMPENSATION PACKAGE OF THE THE CHIEF FINANCIAL OFFICER AND EACH SENIOR MANAGER. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS OF THE ORGANIZATION ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS 284,496. AMORTIZATION OF GOODWILL -80,000. SECURE SOURCE LLC 100 SOUTH BOYLAN AVENUE RALEIGH NC 27603 822741134 PURCHASE AND REFURBISH A BUILDING NC 0 0 PLANNED PARENTHOOD VOTES SOUTH ATLANTIC 100 S BOYLAN AVENUE RALEIGH NC 27603 562208857 ADVOCACY NC 501(C)(4) 1 PLANNED PARENTHOOD VOTES NORTH CAROLINA 100 S BOYLAN AVENUE RALEIGH NC 27603 474964855 POLITICAL ORGANIZATION NC 527 0 PLANNED PARENTHOOD VOTES SOUTH CAROLINA 100 S BOYLAN AVENUE RALEIGH NC 27603 474986240 POLITICAL ORGANIZATION NC 527 0 PLANNED PARENTHOOD VOTES WEST VIRGINIA 100 S BOYLAN AVENUE RALEIGH NC 27603 474978719 POLITICAL ORGANIZATION NC 527 0 PLANNED PARENTHOOD ACTION PAC NORTH CAROLINA 100 S BOYLAN AVENUE RALEIGH NC 27603 813387952 POLITICAL ORGANIZATION NC 527 PLANNED PARENTHOOD VOTES SOUTH ATLANTIC 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 0 PLANNED PARENTHOOD VOTES SOUTH ATLANTIC B 1563956 CASH PAID PLANNED PARENTHOOD VOTES SOUTH ATLANTIC Q 914676 CASH PAID