2020-03-13T09:00:53-05:00 2019-06-30 231144520 TAIT WELLER & BAKER LLP TWO LIBERTY PL 50 S 16TH ST STE 2900 PHILADELPHIA PA 191022529 990 2018-07-01 561282557 PLANNED PARENTHOOD SOUTH ATLANTIC INC PLAN 9198337534 100 SOUTH BOYLAN AVENUE RALEIGH NC 27603 JENNY BLACK CEO 9198337534 2020-03-13 1 STACY CULLEN P00974308 2159798800 2020-03-12 50.239.110.162 2020-03-13 09:00:49 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 FAABE2C940A09A3E5856F6F4172EC7420B2C308A 2018 2020-09-23 17:36:50Z JENNY BLACK 100 SOUTH BOYLAN AVENUE RALEIGH NC 27603 28033741 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 22 363 572 0 0 16542238 12700559 14192674 12519575 916897 137418 -76541 201173 31575268 25558725 742179 1581389 0 0 12603596 12499751 0 0 1933431 9556243 8992465 22902018 23073605 8673250 2485120 38915720 41384864 2540140 2144739 36375580 39240125 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 15146687 12519575 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 1279104 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. 1580945 1581389 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. 18006736 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 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 0 0 363 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 BETTY CRAVEN DIRECTOR 2.00 2.00 X 0 0 0 PAMELA PEARSON CHAIR 3.00 3.00 X X 0 0 0 ANGELICA COLWELL DIRECTOR 3.00 X 0 0 0 REBECCA DAVIDSON DIRECTOR 2.00 4.00 X 0 0 0 KAREN MORAN VICE CHAIR 2.00 X X 0 0 0 LUCAS THORNTON TREASURER 2.00 2.00 X X 0 0 0 BLAIR K WILLIAMSON DIRECTOR 2.00 2.00 X 0 0 0 DAWN BINGHAM DIRECTOR 2.00 X 0 0 0 HOLLY DEMUTH DIRECTOR 2.00 X 0 0 0 AKILAH ENSLEY DIRECTOR 2.00 X 0 0 0 DIANE ROBERTSON SECRETARY 4.00 X 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 BEENA MENON DIRECTOR 2.00 X 0 0 0 ANN MORRIS DIRECTOR 2.00 X 0 0 0 JENNIFER BLACK PRESIDENT/CHIEF EXECUTIVE 34.00 6.00 X 244825 46633 38329 NANCY LONG CHIEF FINANCIAL OFFICER 40.00 X 158408 0 13913 JOYCE MITCHELL-ANTOINE VP OF DEVELOPMENT 40.00 X 151359 0 7983 KATHERINE FARRIS DIRECTOR 40.00 X 244222 0 12441 STEPHANIE PAGE JOHNSON VP OF EXTERNAL AFFAIRS 13.00 27.00 X 48658 98608 13057 ELIZABETH MCCONNELL VP FOR ORGANIZATIONAL DEVE 40.00 X 130910 0 7844 LISA LOWE-HALL VP OF PATIENT SERVICES 40.00 X 141852 0 6674 1120234 145241 100241 10 0 1 0 D4 CONSTRUCTION LLC 2108 S BLVD SUITE 100 CHARLOTTE NC 28203 CONSTRUCTION 2055846 CURASCRIPT SD PO BOX 978510 DALLAS TX 753978510 HEALTH CARE PRODUCTS 729146 ASD HEALTHCARE PO BOX 848104 DALLAS TX 752848001 HEALTH CARE PRODUCTS 506022 MCKESSON MEDICAL SURGICAL PO BOX 660266 DALLAS TX 752660266 HEALTH CARE PRODUCTS 477128 CREATIVE BUSINESS INTERIORS 8720 FLEET SERVICE DRIVE RALEIGH NC 27617 INTERIOR DECORATING 462525 17 988916 51648 11659995 928571 12700559 PATIENT & PRODUCT FEES 621300 10196298 10196298 TITLE X REVENUE 621300 2263052 2263052 GOVERNMENT CONTRACTS 621300 60225 60225 12519575 290625 290625 15914 0 15914 15914 15914 1954381 1802022 305566 152359 -305566 -153207 -153207 142567 988916 367428 -224861 -224861 MISCELLANEOUS REVENUE 621300 410120 410120 410120 25558725 12945609 0 -87443 1581389 1581389 500957 369059 77008 54890 10126299 7460137 1556627 1109535 166536 86017 48334 32185 892553 655498 140138 96917 813406 582225 142120 89061 118198 34451 83747 60000 60000 27500 27500 1422146 1165414 199017 57715 467756 454480 10777 2499 1021484 480496 329211 211777 142480 51954 37981 52545 927994 730208 141776 56010 615593 485769 45342 84482 134584 53688 64262 16634 621492 487394 94940 39158 303505 291525 7114 4866 COST OF GOODS SOLD 2371299 2371299 LAB SERVICES 385738 385738 MEDICAL SUPPLIES 302872 302872 MISCELLANEOUS 95351 12650 67544 15157 -25527 -35527 10000 23073605 18006736 3133438 1933431 1613 1613 4744341 1194033 3825315 4106671 444215 428133 500287 378402 163213 89462 27586737 6981364 16416215 20605373 10921966 12668427 1066132 1084493 832423 828257 38915720 41384864 1987203 1775057 39141 116530 513796 253152 2540140 2144739 X 27243467 27351342 8039710 10778019 1092403 1110764 36375580 39240125 38915720 41384864 X 2485120 361064 18361 X 0 1 X 1 1 1 X 6574553 8499730 15154120 16542238 12700559 59471200 6574553 8499730 15154120 16542238 12700559 59471200 11527716 47943484 227923 222938 167959 208083 306539 1133442 130561 241260 240329 180169 410120 1202439 61807081 0.77570 0.81390 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2014 AMOUNT: $ 130,561. 2015 AMOUNT: $ 241,260. 2016 AMOUNT: $ 240,329. 2017 AMOUNT: $ 180,169. 2018 AMOUNT: $ 410,120. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 81817 26897 108714 22964891 23073605 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 127077 155367 143395 108714 534553 250000 250000 250000 250000 1000000 1500000 70330 89857 89650 81817 331654 1092403 18361 1110764 1069727 22676 1092403 989786 79941 1069727 1007559 46737 -64510 989786 962753 44806 1007559 1.00000 1 0 3081237 3081237 14279948 3527474 10752474 4921077 3453890 1467187 5304475 5304475 20605373 X PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF FIVE INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. PART X, LINE 2: MANAGEMENT HAS REVIEWED THE TAX POSITIONS FOR EACH OF THE OPEN TAX YEARS (2015-2017) OR EXPECTED TO BE TAKEN IN THE ORGANIZATION'S 2018 TAX RETURN AND HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. AVL - STANDING STRONG 18 127485 111422 16063 789 44019 WIL - HIBISCUS19 120655 105452 15203 1250 46826 20 875421 765118 110303 27098 210083 1123561 981992 141569 29137 300928 330065 -188496 1 PLANNED PARENTHOOD VOTES SOUTH ATLANTIC 100 SOUTH BOYLAN AVENUE RALEIGH NC 27603 562208857 501(C)(4) 1581389 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 244825 46633 0 0 0 0 34964 0 3365 0 283154 46633 0 0 NANCY LONG CHIEF FINANCIAL OFFICER 158408 0 0 0 0 0 6647 0 7266 0 172321 0 0 0 JOYCE MITCHELL-ANTOINE VP OF DEVELOPMENT 151359 0 0 0 0 0 6070 0 1913 0 159342 0 0 0 KATHERINE FARRIS DIRECTOR 244222 0 0 0 0 0 9762 0 2679 0 256663 0 0 0 STEPHANIE PAGE JOHNSON VP OF EXTERNAL AFFAIRS 48658 98608 0 0 0 0 6070 0 6987 0 61715 98608 0 0 PART I, LINE 4B JENNIFER BLACK, PRESIDENT & CEO PARTICIPATED IN A NON-QUALIFIED RETIREMENT (457B)PLAN - EMPLOYER CONTRIBUTED $24,259 TO PLAN. X 48 922267 FAIR MARKET VALUE X 1 1175 FAIR MARKET VALUE X AUCTION ITEM DONATIONS 9 5083 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 18,361. 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