2025-11-12T13:21:19-06:00 2024-12-31 582487348 Aprio Advisory Group LLC 2002 Summit Boulevard Suite 120 Atlanta GA 30319 990 2024-01-01 560995114 Philanthropy Southeast Inc PHIL 4045240911 100 Peachtree ST NW 2080 Atlanta GA 30303 Dena Chadwick President 4045240911 2025-11-12 1 1 Stacy Cullen P00974308 4048929651 2025-11-12 2024 2025-03-06 01:10:19Z Dena Chadwick 100 Peachtree ST NW 2080 Atlanta GA 30303 4435818 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. 17 17 9 2200 0 0 2008452 2289293 1542402 1818543 11718 40689 21129 4076 3583701 4152601 0 0 0 0 2100887 1852440 0 0 208565 1806235 2208391 3907122 4060831 -323421 91770 3044139 2781205 619533 350097 2424606 2431108 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 843464 1545775 Annual Meeting - Information sessions to provide professional development and networking opportunities for directors, trustees, members, and officers of the foundation. 51278 58365 Constituency Meetings - Seminars and conferences to provide professional development and encourage courageous leadership for its members. 1750238 218479 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. 2644980 1 1 0 0 0 0 0 0 0 1 1 0 0 0 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 24 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 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 Kristen Keely-Dinger Board Chair 1.30 X X 0 0 0 Darrin Goss Chair-Elect 0.80 X X 0 0 0 Robert Dortch Immediate Past Chair 0.80 X 0 0 0 Jennifer Barksdale Secretary/Treausrer 0.80 X X 0 0 0 Kim Davis Governance Chair 0.80 X X 0 0 0 J Allen Mast At-Large 0.80 X X 0 0 0 Micheal Tipton At-Large 0.80 X 0 0 0 Rhea Williams Bishop Board Member 0.50 X 0 0 0 Carol W Butler Board Member 0.50 X 0 0 0 Kristin Walker Collins Board Member 0.50 X 0 0 0 Sara Hemingway Board Member 0.50 X 0 0 0 Deanna James Board Member 0.50 X 0 0 0 Donovan Lee-Sin Board Member 0.50 X 0 0 0 Kellan Moore Board Member 0.50 X 0 0 0 Velma Monteiro-Tribble Board Member 0.50 X 0 0 0 Mijo Vodopic Board Member 0.50 X 0 0 0 Dr Kenita T Williams Board Member 0.50 X 0 0 0 Janine Lee President & CEO - until February 2024 40.00 X 131011 0 9059 Dena Chadwick President & CEO - as of February 2024 40.00 X 300242 0 43107 431253 0 52166 1 0 1 0 Accord Media 401 Raintree Drive Douglas GA 31533 AM Contractor - Media 209170 1 1593893 695400 2289293 Annual Conference 900099 1464775 1464775 Meeting Revenue 900099 353768 353768 1818543 25211 25211 298695 283217 15478 15478 15478 Other Income 900099 4076 4076 4076 4152601 1822619 0 40689 483419 213532 228691 41196 1102631 487046 521621 93964 174656 77148 82624 14884 91734 40520 43397 7817 1668 764 879 25 22711 10406 11967 338 1654 1654 136980 62766 72177 2037 273677 110578 136172 26927 73657 29739 36667 7251 Annual Meeting 843464 843464 Member Programs 639033 639033 Member Relations 95878 58567 31151 6160 Dues and Staff Developm 63542 46668 14088 2786 56127 24749 26198 5180 4060831 2644980 1207286 208565 1312783 1059725 928074 942682 166181 202024 84377 106497 45888 45888 133 0 324697 342753 227894 127524 3044139 2781205 210248 123184 103568 59150 305717 167763 619533 350097 X 1806736 1910967 617870 520141 2424606 2431108 3044139 2781205 X 91770 13939 -99207 X X 0 1 X 1 0 X 2046052 2187130 2477040 2008452 2289293 11007967 533497 415324 1240483 1542402 1818543 5550249 2579549 2602454 3717523 3550854 4107836 16558216 0 123120 290684 292480 265815 30422 1002521 123120 290684 292480 265815 30422 1002521 15555695 14402 25081 8984 11718 40689 100874 14402 25081 8984 11718 40689 100874 83905 18120 21129 4076 127230 2593951 2711440 3744627 3583701 4152601 16786320 0.92670 0.99450 0.00600 0.00550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 324697 36369 16659 1654 342753 315873 27352 16992 1536 324697 390320 -55226 17581 1640 315873 370965 19514 159 390320 352664 36759 16793 1665 370965 0 0 45888 45888 0 0 Lease Liability 167763 167763 X 4164886 13939 13939 4150947 1654 1654 4152601 4059177 0 4059177 1654 1654 4060831 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, 2024 and 2023. The Organization is no longer subject to income tax examinations for calendar years prior to 2021. 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 Dena Chadwick President & CEO - as of February 202 300242 0 0 0 0 0 0 0 43107 0 343349 0 0 0 Part I, Line 3 The Executive Committee met and approved the President & CEO's 2024 Bonus and 2025 compensation. The executive committee 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 committee reviews the conflict of interest form for both trustees and employees annually. On an ongoing basis, it is the responsibility of an employee'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 organization uses a national association's survey as a compensation benchmark and comparison for key employees. In addition to using the national association survey as a guide, PSE conducted a wage and compensation study by LaCire, which was approved by the Board in September 2022. The compensation design, compensation philosophy, and survey are all used by Philanthropy Southeast, Inc. (EIN 56-0995114) 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 XI, line 9: Transfer out of Fiscal Sponsor Net Assets -99,207. Form 990, Part XII, line 2c: The organization has not changed any processes from prior year.