2026-04-07T08:08:46-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 14815 BALLANTYNE VILLAGE WAY SUITE 300 CHARLOTTE NC 28277 990 2024-07-01 561282557 PLANNED PARENTHOOD SOUTH ATLANTIC INC PLAN 9198337534 100 S BOYLAN RALEIGH NC 27603 PAIGE JOHNSON CEO 9198337534 2026-03-26 1 1 KATHRINE A WARLICK P02065266 7049985200 2026-03-25 2024 2025-03-06 01:10:19Z PAIGE JOHNSON 100 S BOYLAN RALEIGH NC 27603 63277790 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 22 421 282 0 0 26122984 25684013 19366425 21119694 1347919 52463 224389 252162 47061717 47108332 6930432 8243087 0 0 22594861 25119341 0 0 3285901 13511962 14679457 43037255 48041885 4024462 -933553 77278814 81520114 3959563 3993172 73319251 77526942 X OUR MISSION IS TO HELP PEOPLE LIVE FULL, HEALTHY LIVES NO MATTER YOUR INCOME, INSURANCE, GENDER IDENTITY, SEXUAL ORIENTATION, RACE, OR IMMIGRATION STATUS; PROVIDE HIGH-QUALITY INCLUSIVE AND COMPREHENSIVE SEXUAL AND REPRODUCTIVE HEALTH CARE SERVICES ALL PEOPLE NEED AND DESERVE WITH RESPECT AND COMPASSION; AND ADVOCATE FOR PUBLIC POLICIES THAT PROTECT AND EXPAND REPRODUCTIVE RIGHTS AND ACCESS TO A FULL RANGE OF SEXUAL AND REPRODUCTIVE HEALTH CARE SERVICES. 0 0 28782001 21119694 THE PLANNED PARENTHOOD SOUTH ATLANTIC HEALTH CENTER TEAM ENSURESIN SETTINGS WHICH PRESERVE AND PROTECT AN INDIVIDUAL'S RIGHT TOPRIVACY, 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,-> RAPID HIV TESTING 8297838 8243087 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 PLANNED PARENTHOOD SOUTH ATLANTIC BELIEVES THAT INFORMED CHOICES BEGINS INCREASING ACCESS TO FAMILY PLANNING SERVICES, HIGH-QUALITY,NONJUDGMENTAL ABORTION SERVICES, AND MEDICALLY-ACCURATE SEXUALITY EDUCATION. 1838497 PLANNED PARENTHOOD SOUTH ATLANTIC BELIEVES THAT INFORMED CHOICES BEGINS INCREASING ACCESS TO FAMILY PLANNING SERVICES, HIGH-QUALITY, NONJUDGMENTAL ABORTION SERVICES, AND MEDICALLY ACCURATE SEXUALITY EDUCATION. 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. 38918336 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 0 1 0 0 0 1 66 0 1 421 1 0 0 0 0 0 0 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 KARL LEVEILLE 9198337334 100 S BOYLAN AVE RALEIGH NC 27603 KENNON JACKSON BOARD CHAIR 2.00 0.00 X X 0 0 0 MICHELLE BERREY BOARD VICE CHAIR 2.00 0.00 X X 0 0 0 ROBIN MERMANS TREASURER 2.00 0.00 X X 0 0 0 NICOLE FURNACE SECRETARY 2.00 0.00 X X 0 0 0 STACY ALLENBACH-STUNES DIRECTOR 2.00 0.00 X 0 0 0 CAMILLE BERRY DIRECTOR 2.00 2.00 X 0 0 0 SHELLEY BROWN DIRECTOR 2.00 0.00 X 0 0 0 JUSTINA CLEMONS DIRECTOR 2.00 0.00 X 0 0 0 SAM COOK DIRECTOR 2.00 0.00 X 0 0 0 BETTY CRAVEN DIRECTOR 2.00 2.00 X 0 0 0 PAT FORBIS DIRECTOR 2.00 0.00 X 0 0 0 LAURIE HUTCHINS DIRECTOR 2.00 0.00 X 0 0 0 PETER LEONE DIRECTOR 2.00 0.00 X 0 0 0 ELAINE MARTYN DIRECTOR 2.00 0.00 X 0 0 0 MARCIA MORGAN DIRECTOR 2.00 0.00 X 0 0 0 LAHOMA ROMOCKI DIRECTOR 2.00 0.00 X 0 0 0 CARRIE ROSARIO DIRECTOR 2.00 0.00 X 0 0 0 AMY SHAHEEN DIRECTOR 2.00 0.00 X 0 0 0 DAVID SNIDER DIRECTOR 2.00 0.00 X 0 0 0 JULIA TOWNSEND DIRECTOR 2.00 0.00 X 0 0 0 SALLY WALKER DIRECTOR 2.00 0.00 X 0 0 0 KIMBERLY WILLIS DIRECTOR 2.00 0.00 X 0 0 0 JENNIFER BLACK PRESIDENT/CEO (THRU 3/2025) 34.00 6.00 X 400138 25541 17483 KATHERINE FARRIS CHIEF MEDICAL OFFICER 40.00 0.00 X 374827 0 13774 STEPHANIE PAGE JOHNSON PRESIDENT/CEO (AS OF 3/2025) 28.00 12.00 X 227904 31078 13944 KARL LEVEILLE CHIEF FINANCIAL OFFICER 34.00 6.00 X 235749 15048 25270 ANNE LOGAN BASS CLINICAL DIR OF FAMILY PLA 40.00 0.00 X 212050 0 26253 JOYCE MITCHELL-ANTOINE VP OF DEVELOPMENT 32.00 8.00 X 209363 18206 12322 ELIZABETH MCCONNELL VP PEOPLE & CULTURE 40.00 0.00 X 240299 0 10380 SUSANNA BIRDSONG VP OF COMPLIANCE & GENERAL CONSUL 34.00 6.00 X 171777 10964 21558 MATTHEW ZERDEN PHYSICIAN 40.00 0.00 X 215164 0 0 2287271 100837 140984 53 0 1 0 DIGITAL ANALYTICS LLC PO BOX 432 WINCHESTER MA 01890 ADVERTISING 712969 R&S NORTHEAST LLC PO BOX 935485 ATLANTA GA 31193 MEDICATION AND MEDICAL SUPPLIES 438538 KLEENPRO LLC 13625 PORTER CREEK ROAD CHARLOTTE NC 28262 CLEANING SERVICES 209289 GOING GREEN CONTRACTORS LLC 4731 GIN STREET RALEIGH NC 27610 MOLD REMEDIATION 140460 SPECTRUM ENTEPRISE PO BOX 223085 PITTSBURGH PA 15251 NETWORK, INTERNET AND COMMUNICATIONS 137646 5 546120 263125 24874768 637900 25684013 PATIENT AND PRODUCT FE 621300 20706724 20706724 GOVERNMENT CONTRACTS 621300 335975 335975 76995 76995 21119694 48184 48184 16045473 16041194 4279 4279 4279 34894 546120 128264 -93370 -93370 MISCELLANOUS REVENUE 621300 345532 345532 345532 47108332 21119694 0 304625 8243087 8243087 1282594 961945 205215 115434 20306766 16016584 2577201 1712981 388892 302164 51569 35159 1580154 1223428 213933 142793 1560935 1208547 211331 141057 156663 156663 63405 63405 213413 213413 2982404 1704372 585769 692263 801094 785383 704 15007 638949 553799 40039 45111 161322 35767 63307 62248 345184 305764 13461 25959 742761 625821 53524 63416 260816 130693 121270 8853 1011439 866622 88797 56020 948214 918526 16448 13240 COST OF CLIENT SERVICES 2760576 2760576 MAINTENANCE AND REPAIRS 1128261 997766 41868 88627 MEDICAL SUPPLIES 560527 560527 DUES AND FEES 520744 172985 292978 54781 1383685 543980 826753 12952 48041885 38918336 5837648 3285901 3337430 2691330 4359367 5799280 1549988 1103428 595085 353234 560164 722532 66039 54273 35030028 12081758 23318872 22948270 41484916 45874044 1287901 1368099 719052 605624 77278814 81520114 2953101 3111104 365265 609777 206422 0 434775 272291 3959563 3993172 X 60397681 68248773 12921570 9278169 73319251 77526942 77278814 81520114 X -933553 5141046 198 X X 0 1 X 1 0 X 13780703 30677813 18612733 26122984 25137893 114332126 13780703 30677813 18612733 26122984 25137893 114332126 38336634 75995492 297478 708146 888764 1205122 48184 3147694 235436 247681 268272 265446 345532 1362367 118842187 90785236 0.63950 0.76790 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 235,436. 2021 AMOUNT: $ 247,681. 2022 AMOUNT: $ 268,272. 2023 AMOUNT: $ 265,446. 2024 AMOUNT: $ 345,532. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 64954 69672 134626 48041885 48176511 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 122862 46175 32685 134626 336348 250000 250000 250000 250000 1000000 1500000 25857 12938 3303 64954 107052 17506901 2500 2156468 19665869 16628089 2500 1960127 18590716 1183753 15003000 441336 16628089 1196549 -12796 1183753 1163449 25000 14000 5900 1196549 0.99382 0.00549 0.00069 0 0 5373255 5373255 20355006 6186350 14168656 275162 222606 52556 7149295 4079338 3069957 1877310 1593464 283846 22948270 DEFERRED COMPENSATION 574 OPERATING LEASE LIABILITY 271717 272291 X PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF FIVE INDIVIDUAL FUNDS ESTABLISHED FOR AVARIETY OF PURPOSES. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES AS A NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS NOT A PRIVATE FOUNDATION BECAUSE IT IS AN ORGANIZATION OF THE TYPE DESCRIBED IN IRC SECTION 170(B)(1)(A)(VI). MANAGEMENT HAS REVIEWED THE TAX POSITIONS FOR EACH OF THE OPEN FISCAL YEARS (2022 2024) OR EXPECTED TO BE TAKEN IN THE ORGANIZATION'S FISCAL 2025 TAX RETURN AND HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS. SCHEDULE D, PART V, LINE 1A COLUMN (A), CURRENT YEAR, HAS BEEN UPDATED TO REFLECT THE BEGINNING OF THE YEAR BALANCE, PER THE CONSOLIDATED FINANCIAL STATEMENTS JUNE 30, 2025 AND 2024, NOTE 8. NO PRIOR YEAR INFORMATION HAS BEEN CHANGED. STANDING STRONG CHARLOTTESVILLE 202 155866 155866 28700 5749 HIBISCUS 2025 130768 130768 18539 9540 10 259486 259486 6117 1938 546120 546120 53356 17227 70583 -70583 1 PLANNED PARENTHOOD VOTES SOUTH ATLANTIC 100 S BOYLAN AVE RALEIGH NC 27603 562208857 501(C)(4) 3941392 0 N/A N/A TO INCREASE ACCESS TO FAMILY PLANNING AND REPRODUCTIVE HEALTH CARE AND SEXUALITY EDUCATION. AMERICA VOTES 1155 CONNECTICUT AVE NW SUITE 600 WASHINGTON DC 20036 264568349 501(C)(4) 4000000 0 N/A N/A TO SUPPORT SHARED POLICY OBJECTIVES MAKE NORTH CAROLINA FIRST PO BOX 648 RALEIGH NC 27602 463981642 501(C)(4) 225000 0 N/A SUPPORT INITIATIVES AIMED AT CLOSING HEALTHCARE DISPARITIES 0 3 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 0 1 0 0 0 0 0 0 0 JENNIFER BLACK PRESIDENT/CEO (THRU 3/2025) 395190 25541 0 0 4948 0 13407 0 4076 0 417621 25541 0 0 KATHERINE FARRIS CHIEF MEDICAL OFFICER 374158 0 0 0 669 0 13774 0 0 0 388601 0 0 0 KARL LEVEILLE CHIEF FINANCIAL OFFICER 235389 15048 0 0 360 0 9336 0 15934 0 261019 15048 0 0 STEPHANIE PAGE JOHNSON PRESIDENT/CEO (AS OF 3/2025) 226910 31078 0 0 994 0 7458 0 6486 0 241848 31078 0 0 ELIZABETH MCCONNELL VP PEOPLE & CULTURE 239873 0 0 0 426 0 9623 0 757 0 250679 0 0 0 JOYCE MITCHELL-ANTOINE VP OF DEVELOPMENT 208142 18206 0 0 1221 0 12322 0 0 0 221685 18206 0 0 ANNE LOGAN BASS CLINICAL DIR OF FAMILY PLA 211895 0 0 0 155 0 8567 0 17686 0 238303 0 0 0 MATTHEW ZERDEN PHYSICIAN 215164 0 0 0 0 0 0 0 0 0 215164 0 0 0 SUSANNA BIRDSONG VP OF COMPLIANCE & GENERAL CONSUL 171619 10964 0 0 158 0 7848 0 13710 0 193335 10964 0 0 PART I, LINE 4B JENNIFER BLACK'S COMPENSATION REPORTED ON FORM 990, PART VII INCLUDED $27,500 FOR SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN; TERMS AND CONDITIONS WERE AS FOLLOWS: 457B X 46 637900 MARKET PRICE 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS WHO GAVE PUBLICLY TRADED SECURITIES. 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 80,198. GOODWILL AMORTIZATION -80,000. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. PLANNED PARENTHOOD VOTES SOUTH ATLANTIC 100 S BOYLAN AVENUE RALEIGH NC 27603 562208857 ADVOCACY NC 501(C)(4) PLANNED PARENTHOOD SOUTH ATLANTIC 0 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 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 0 PLANNED PARENTHOOD VOTES SOUTH ATLANTIC C 3941392 CASH PAID PLANNED PARENTHOOD VOTES SOUTH ATLANTIC Q 1321494 CASH PAID