2023-11-14T11:10:14-06:00 2022-12-31 571157523 APRIO LLP 2002 SUMMIT BOULEVARD SUITE 120 ATLANTA GA 30319 990 2022-01-01 560995114 PHILANTHROPY SOUTHEAST INC PHIL 4045240911 100 PEACHTREE ST NW 2080 ATLANTA GA 30303 JANINE LEE PRESIDENT 4045240911 2023-11-09 1 JANINE LEE 999009999 1 STACY CULLEN P00974308 4048929651 2023-11-09 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JANINE LEE 100 PEACHTREE ST NW 2080 ATLANTA GA 30303 3801661 0 X PHILANTHROPYSOUTHEAST.ORG X 1972 GA PHILANTHROPY SOUTHEAST STRENGTHENS SOUTHERN PHILANTHROPY, WELCOMING OUR MEMBERS TO LISTEN, LEARN AND COLLABORATE ON IDEAS AND ACTIONS TO HELP BUILD AN EQUITABLE, PROSPEROUS SOUTH. 19 19 10 2200 0 0 2187130 2477040 1187002 1240483 25081 8984 83905 18120 3483118 3744627 0 0 0 0 1623503 1828767 0 0 143032 1370571 1327779 2994074 3156546 489044 588081 2907587 3548693 786982 901628 2120605 2647065 X PHILANTHROPY SOUTHEAST STRENGTHENS SOUTHERN PHILANTHROPY, WELCOMING OUR MEMBERS TO LISTEN, LEARN AND COLLABORATE ON IDEAS AND ACTIONS TO HELP BUILD AN EQUITABLE, PROSPEROUS SOUTH. 0 0 389382 1051228 ANNUAL MEETING - INFORMATION SESSIONS TO PROVIDE PROFESSIONAL DEVELOPMENT AND NETWORKING OPPORTUNITIES FOR DIRECTORS, TRUSTEES, MEMBERS, AND OFFICERS OF THE FOUNDATION.DUE TO A NATURAL DISASTER, HURRICANE NICLOLE, THE 53RD ANNUAL MEETING WAS CANCELED. 69035 167505 CONSTITUENCY MEETINGS - SEMINARS AND CONFERENCES TO PROVIDE PROFESSIONAL DEVELOPMENT AND ENCOURAGE COURAGEOUS LEADERSHIP FOR ITS MEMBERS STRIKE "FOR GROUPS OF MEMBERSHIP FOUNDATION WITH COMMON NEEDS". 1565061 39870 THE SOUTH'S PREMIERE PHILANTHROPIC LEADERSHIP DEVELOPMENT PROGRAM- IF YOU LOOK AT TODAY'S LEADERS IN SOUTHERN PHILANTHROPY, YOU'LL SEE MEN AND WOMEN FROM ALL WALKS OF LIFE. THEY WORK AT A VARIETY OF FOUNDATIONS, ALL WITH DIFFERENT VISIONS AND MISSIONS. INCREASINGLY, HOWEVER, THESE LEADERS HAVE ONE THING IN COMMON - THEY WERE MEMBERS OF PSE'S HULL FELLOWS PROGRAM. OF THE MORE THAN 300 GRADUATES OF OUR PREMIERE LEADERSHIP DEVELOPMENT PROGRAM, DOZENS NOW SERVE AS CEOS AND SENIOR EXECUTIVES THROUGHOUT THE REGION. OVER THE COURSE OF A YEAR, THESE THREE ELEMENTS ARE DELIVERED THROUGH IN-PERSON AND VIRTUAL PROGRAMS THAT EXPLORE THE HISTORY OF THE SOUTH, THE LATEST TRENDS AND BEST PRACTICES AND THE MAJOR ISSUES FACING FOUNDATIONS TODAY. 2023478 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 19 0 1 10 1 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA X X X THE ORGANIZATION 4045240911 100 PEACHTREE ST NW 2080 ATLANTA GA 30303 ROBERT DORTCH BOARD CHAIR 1.30 X X 0 0 0 KRISTEN KEELY-DINGER CHAIR-ELECT 0.80 X X 0 0 0 JENNIFER ALGIRE SECRETARY/TREAUSRER 0.80 X X 0 0 0 DR LAURA GERALD GOVERNANCE CHAIR 0.80 X X 0 0 0 ERIC KELLY AT-LARGE 0.80 X 0 0 0 MICHAEL TIPTON AT-LARGE 0.80 X 0 0 0 JANE ALEXANDER BOARD MEMBER 0.50 X 0 0 0 HOPE BLACKLEY LOGAN BOARD MEMBER 0.50 X 0 0 0 CAROL BUTLER BOARD MEMBER 0.50 X 0 0 0 CHRISTOPHER CUEVAS BOARD MEMBER 0.50 X 0 0 0 KIM DAVIS BOARD MEMBER 0.50 X 0 0 0 JERRY GONZALEA BOARD MEMBER 0.55 X 0 0 0 DARRIN GOSS BOARD MEMBER 0.50 X 0 0 0 DEANNA JAMES BOARD MEMBER 0.50 X 0 0 0 PATRICIA LUMMUS BOARD MEMBER 0.50 X 0 0 0 ALLEN MAST BOARD MEMBER 0.50 X 0 0 0 VELMA MONTEIRO-TRIBBLE BOARD MEMBER 0.50 X 0 0 0 CHRISTOPHER STEED BOARD MEMBER 0.50 X 0 0 0 MIJO VODOPIC BOARD MEMBER 0.50 X 0 0 0 JANINE LEE PRESIDENT & CEO 40.00 X 333356 0 27347 DENA CHADWICK CHIEF OPERATING OFFICER 40.00 X 194677 0 18761 528033 0 46108 2 0 1 0 0 1527674 239970 709396 2477040 ANNUAL CONFERENCE 900099 1051228 1051228 MEETING REVENUE 900099 189255 189255 1240483 11249 11249 54769 57034 -2265 -2265 -2265 OTHER INCOME 900099 18120 18120 18120 3744627 1258603 0 8984 476730 66405 372018 38307 1076076 796119 214035 65922 197086 109580 74301 13205 78875 44423 29736 4716 9943 7060 2883 18475 13401 5074 156310 109622 46688 259293 142719 103609 12965 71891 39540 28756 3595 ANNUAL MEETING 389382 389382 PROGRAM EXPENSES 272417 228012 42905 1500 MEMBER RELATIONS 80681 69035 10352 1294 DUES AND STAFF DEVELOPM 47453 47453 21934 8180 12226 1528 3156546 2023478 990036 143032 1361830 1560141 911570 914289 21921 4962 108371 240091 101473 185039 45888 44214 3831 1674 390320 315873 8271 326624 2907587 3548693 191069 399069 204760 63918 239970 151183 438641 786982 901628 X 1565935 2033783 554670 613282 2120605 2647065 2907587 3548693 588081 -61621 0 X X 0 1 X 1 0 X 1922290 2041293 2046052 2187130 2477040 10673805 999483 1538216 533497 415324 1240483 4727003 2921773 3579509 2579549 2602454 3717523 15400808 0 0 0 15400808 23366 28196 14402 25081 8984 100029 23366 28196 14402 25081 8984 100029 2945139 3607705 2593951 2627535 3726507 15500837 0.99350 0.99280 0.00650 0.00720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 390320 -55226 17581 1640 315873 370965 19514 159 390320 352664 36759 16793 1665 370965 308152 62346 16161 1673 352664 344268 -18666 15746 1704 308152 0 0 45888 44214 1674 1674 SECURITY DEPOSITS 8271 RIGHT OF USE ASSET 318353 326624 DEFERRED RENT OBLIGATION 438641 438641 X 3681366 -61621 -1640 -63261 3744627 0 3744627 3154906 -1640 -1640 3156546 0 3156546 PART X, LINE 2: THE ORGANIZATION APPLIES THE GUIDANCE ON ACCOUNTING FOR UNCERTAIN TAX POSITIONS IN FASB ASC 740 INCOME TAXES ("FASB ASC 740"). THERE WERE NO UNRECOGNIZED TAX BENEFITS OR RELATED LIABILITIES AT DECEMBER 31, 2022 AND 2021. THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR CALENDAR YEARS PRIOR TO 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES PART XII, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES FORM 990, SCH D, PART V, LINE 4: THE ROBERT H. HULL LEADERSHIP DEVELOPMENT FUND HAS BEEN CREATED BY THE BOARD OF DIRECTORS OF PHILANTHROPY SOUTHEAST, INC. TO RECOGNIZE BOB HULL'S LEADERSHIP AND SERVICE TO THE ORGANIZATION DURING THE NINETEEN YEARS OF HIS PRESIDENCY. INCOME FROM THE FUND WILL SUPPORT THE DEVELOPMENT OF NEW LEADERSHIP IN PHILANTHROPY THROUGH SUCH MEANS AS AN ANNUAL LEADERSHIP DEVELOPMENT RETREAT THAT IS ENVISIONED AS A POWERFUL BONDING AND LEARNING EXPERIENCE. X 0 0 X X X 0 0 0 0 0 0 0 0 0 JANINE LEE PRESIDENT & CEO 273468 0 59888 0 0 0 0 0 27347 0 360703 0 0 0 DENA CHADWICK CHIEF OPERATING OFFICER 187615 0 7062 0 0 0 0 0 18761 0 213438 0 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE MET AND APPROVED THE PRESIDENT & CEO'S 2021 BONUS AND 2022 COMPENSATION. THE CHAIR OF THE BOARD FURTHER INDICATED THAT THE BONUS WOULD BE GROSSED UP THUS, THE ORGANIZATION WOULD PAY THE EMPLOYEE'S PORTION OF THE TAXES. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS REVIEWED BY THE FULL BOARD OF TRUSTEES AND THE PRESIDENT & CEO. FORM 990, PART VI, SECTION B, LINE 12C THE GOVERNANCE COMMMITTEE REVIEWS THE CONFLICT OF INTEREST FORM FOR BOTH TRUSTEES AND EMPLOYEES ANNUALLY. ON AN ONGOING BASIS, IT IS THE RESPONSIBILITY OF AN EMPLOYEES'S DIRECT SUPERVISOR TO BRING VIOLATIONS OR SUSPECTED VIOLATIONS TO THE ATTENTION OF THE PRESIDENT & CEO. AS STATED IN THE EMPLOYEE HANDBOOK, FAILURE TO COMPLY WITH THE CONFLICT OF INTEREST POLICY MAY HAVE SERIOUS CONSEQUENCES UP TO AND INCLUDING TERMINATION AND LEGAL ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATIONS USES A REGIONAL ASSOCIATIONS SURVEY AS A COMPENSAITON BENCHMARK AND COMPARISON FOR KEY EMPLOYEES. IN ADDITION, TO USING THE REGIONAL ASSOCIATION SURVEY AS A GUIDE, PSE CONDUCTED A WAGE & COMPENSATION STUDY BY PHILLIP BLOUNT & ASSOCIATES WHICH WAS APPROVED IN 2014. THE COMPENSATION DESIGN, COMPENSATION PHILOSOPHY AND SURVEY ARE ALL USED FOR BENCHMARKING COMPENSATION FOR THE CEO AND ALL STAFF. THE CEO HAS A CONTRACT THAT IS REVIEWED BY AN INDEPENDENT PERSON IN ADDITION TO AN ANNUAL REVIEW BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ANY PROCESSES FROM PRIOR YEAR.