2020-07-15T13:35:33-05:00 2019-06-30 202122306 GBQ PARTNERS LLC 230 WEST STREET SUITE 700 COLUMBUS OH 432152663 990 2018-07-01 310940189 SOUTHEAST INC SOUT 6142250980 16 WEST LONG STREET COLUMBUS OH 43215 JOHN BELL CFO 6142250980 2020-07-15 1 SCOTT W EICHAR P01289694 6142211120 96.11.241.162 2020-07-15 12:43:02 ED P B7805A87A6C6228A2961440030E82F621C4AA7D3 3F93E4922BCB6980E5664BDD6644862C1BA591F2 2018 2021-01-29 14:40:06Z WILLIAM LEE 16 WEST LONG STREET COLUMBUS OH 43215 43346949 0 X WWW.SOUTHEASTINC.COM X 1978 OH TO MAINTAIN AND OPERATE COMPREHENSIVE HEALTHCARE CENTERS THROUGHOUT OHIO. 14 14 742 0 0 0 15693563 18323539 11770415 11511236 531431 496993 4221134 4854393 32216543 35186161 0 0 0 0 24803681 26652462 0 0 0 9082339 9048769 33886020 35701231 -1669477 -515070 26619203 29206220 5206099 8149324 21413104 21056896 X SOUTHEAST, INC. IS A COMPREHENSIVE PROVIDER OF MENTAL HEALTH, CHEMICAL DEPENDENCY, PRIMARY HEALTHCARE, AND HOMELESS SERVICES ASSISTING DIVERSE POPULATIONS REGARDLESS OF THEIR ECONOMIC STATUS. WITH THE BELIEF THAT ALL PEOPLE HAVE THE CAPACITY TO GROW AND CHANGE, WE PROVIDE OUR SERVICES TO PEOPLE OF ALL AGES, CULTURES, RACES, RELIGIOUS PREFERENCES, GENDERS, AND SEXUAL ORIENTATIONS IN ORDER TO ENHANCE WELLNESS AND RECOVERY, THEREBY IMPROVING FAMILIES, WORKPLACES, AND COMMUNITIES. 0 0 27941912 12700449 CLINICAL SERVICESSOUTHEAST SERVED OVER 7000 CLIENTS WHO PRESENTED LOW TO MID-LEVEL/MODERATE LEVELS OF SERVICE NEEDS, THOUGH THE GENERALIST AND RECOVERY TEAMS, BASED ON A CLINICAL ASSESSMENT AND THEIR PROGRESS THROUGH THE RECOVERY PROCESS. TEAMS ARE DESIGNATED TO SERVE CLIENTS WHO MEET THE CRITERIA FOR ODMH SMD/SED. THEY TYPICALLY HAVE EXPERIENCED MULTIPLE PSYCHIATRIC HOSPITALIZATIONS AND PRESENT SIGNIFICANT NEEDS IN MANY LIFE DOMAINS. OUR PRIMARY GOALS ARE TO IMPROVE THE QUALITY OF LIFE FOR CONSUMERS LIVING IN THE COMMUNITY AND ASSIST THEM WITH THEIR ONGOING RECOVERY FROM THE IMPACT OF SEVERE AND PERSISTENT MENTAL ILLNESS. WE WANT TO HELP INDIVIDUALS MOVE BEYOND STABILITY, TOWARD A QUALITY OF LIFE THAT HAS MEANING AND REWARDS, THROUGH UTILIZING A RECOVERY MODEL OF INTERVENTION. STAFF ASSIGNED TO SPECIALTY CTTS PROVIDE SERVICES TO CONSUMERS WHO PRESENT PROBLEMS IN MOST LIFE DOMAINS. OUR PRIMARY GOALS FOCUS ON IMPROVING THE QUALITY OF LIFE FOR CONSUMERS LIVING IN THE COMMUNITY AND ON ASSISTING CLIENTS WITH THEIR ONGOING RECOVERY FROM THE IMPACT OF SEVERE AND PERSISTENT MENTAL ILLNESS. IN PART, THIS MEANS MAINTAINING A STRONG EFFORT TO ENABLE INDIVIDUALS TO DECREASE PSYCHIATRIC HOSPITALIZATIONS AND TO USE COMMUNITY ALTERNATIVES WHEN RELAPSE OCCURS. THERE WILL BE INCREASED EMPHASIS FOR CTTS TO ASSIST CLIENTS TO MOVE BEYOND STABILITY, TOWARD A QUALITY OF LIFE THAT HAS MEANING AND REWARDS, THROUGH UTILIZING A RECOVERY MODEL OF INTERVENTION. SOUTHEAST SERVED OVER 1000 PERSONS THROUGH SPECIALTY TEAMS.THESE PROGRAMS INCLUDE A NON-RETAIL SPECIALTY PHARMACY, PROVIDING COMPLIANCE PACKAGING AND MEDICATIONS FOR PERSONS WITH SEVERE AND PERSISTENT MENTAL DISABILITIES AND OTHER COGNITIVE DISORDERS. THE PACKAGING PLACES ALL MEDICATIONS TO BE TAKEN AT SCHEDULED TIMES WITHIN CLEARLY MARKED "BLISTERS." THE BLISTERS ARE ON SEALED CARDS, DISPLAYING ALL MEDICATIONS GENERALLY FOR ONE-WEEK PERIODS. MEDICATION ERRORS ARE DEMONSTRATED TO BE REDUCED WITH THIS PACKAGING.SERVICES AVAILABLE INCLUDE MH AND AOD MODALITIES:- MH COMMUNITY PSYCHIATRIC SUPPORTIVE TREATMENT (INDIVIDUAL & GROUP)- MH BH COUNSELING AND THERAPY (INDIVIDUAL & GROUP)- MH MENTAL HEALTH ASSESSMENT- MH PHARMACOLOGICAL MGT- MH OTHER MENTAL HEALTH SERVICE- MH CRISIS INTERVENTION- MH MENTAL HEALTH EDUCATION - MH PARTIAL HOSPITALIZATION- AD GROUP COUNSELING - AD CRISIS INTERVENTION- AD CASE MANAGEMENT - AD ASSESSMENT- AD MEDICAL SOMATIC- AD INDIVIDUAL COUNSELING- MEDICATIONS SUPPLIED THROUGH OUR PHARMACY PROGRAM- PRIMARY CARE SERVICES 1373357 1187155 RESIDENTIAL HOUSINGSOUTHEAST OPERATES FOUR LEVEL I RESIDENTIAL TREATMENT FACILITIES LICENSED BY THE OHIO DEPARTMENT OF MENTAL HEALTH AND/OR THE OHIO DEPARTMENT OF HEALTH. THESE PROGRAMS PROVIDE TREATMENT AS DELINEATED IN THE INDIVIDUAL'S TREATMENT PLAN. PROGRAM STAFF AND THE CONSUMER CONTRIBUTE TO THE TREATMENT PLAN WITH RESPECT TO INTERVENTIONS TO BE CARRIED OUT WITHIN THE HOUSE'S PROGRAM. THE HOUSES PROVIDE ROOM AND BOARD, PERSONAL CARE SERVICES, AND "OTHER" MENTAL HEALTH SERVICES. IN ADDITION, DIAGNOSTIC ASSESSMENT, MEDICATION/SOMATIC, COUNSELING AND PSYCHOTHERAPY, CRISIS INTERVENTION, AND COMMUNITY SUPPORT PROGRAM SERVICES ARE ALSO PROVIDED. 3181025 2794060 VOCATIONAL AND PREVENTION/EDUCATION PROGRAMSOUTHEAST INC PROVIDES A WIDE VARIETY OF PEER SUPPORT IN WELLNESS AND RECOVERY PROGRAMS AS WELL AS VOCATIONAL SERVICES THROUGHOUT FRANKLIN, DELAWARE AND BELMONT COUNTIES TO CLIENTS. IN ADDITION TO ADULT EMPLOYMENT AND CAREER DEVELOPMENT, THESE PROGRAMS HELP PROVIDE NEW JOB SKILLS AND IMPROVEMENT IN EXISTING JOB SKILLS TO CLIENTS SUCH AS COMPUTER OPERATIONS, LIFE JOB SKILLS OF MANY OTHER TYPES AS WELL AS PROVIDING MENTAL HEALTH AND BVR COUNSELING THAT ASSIST IN ALLOWING CLIENTS TO RETURN TO WORK. THE WORK INCENTIVES PLANNING AND ASSISTANCE PROGRAM ENABLES BENEFICIARIES WITH DISABILITIES TO RECEIVE ACCURATE INFORMATION AND COUNSELING IN AN EFFORT TO MAKE A SUCCESSFUL TRANSITION TO WORK. THESE EDUCATIONAL PROGRAMS AND VOCATIONAL PROGRAMS ALSO ALLOW CLIENTS TO GAIN EXPOSURE TO LARGER ENTERPRISES AND POTENTIAL EMPLOYERS THAT ALLOW FUTURE CONTACTS THAT MAY RESULT IN LONG TERM EMPLOYMENT. 32496294 1 1 0 0 0 0 0 1 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 1 65 0 1 742 1 0 0 0 0 0 1 1 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 OH X X JOHN BELL 6142250980 16 WEST LONG ST COLUMBUS OH 43215 KORI MANUS TREASURER 1.00 X X 0 0 0 EILEEN GOODMAN MEMBER 1.00 X 0 0 0 JOHN BELL CFO 40.00 X X 82814 0 4100 TONY BURNS VICE PRESIDENT 1.00 X X 0 0 0 DAVID LANE PRESIDENT 1.00 X X 0 0 0 ANGELA FRY SECRETARY 1.00 X X 0 0 0 TIM WHEAT MEMBER 1.00 X 0 0 0 PAT HALAIKO MEMBER 1.00 X 0 0 0 KATE HAMILTON MEMBER AT LARGE 1.00 X 0 0 0 KIM KRONE MEMBER 1.00 X 0 0 0 SALLY SHAFFER MEMBER 1.00 X 0 0 0 ANGELA SMITH MEMBER 1.00 X 0 0 0 DON STRASSER MEMBER 1.00 X 0 0 0 JASMINE BIBB MEMBER 1.00 X 0 0 0 STEVE SIELSCHOTT MEMBER 1.00 X 0 0 0 WILLIAM LEE CEO 40.00 X 234180 0 16398 STEVEN ATWOOD CFO 40.00 X 143565 0 171 WENDY WILLIAMS COO 40.00 X 146857 0 12852 ABUL HASAN PSYCHIATRIST 40.00 X 264513 0 57481 MARIA MORENO-HEATHER PSYCHIATRIST 40.00 X 244749 0 57973 KHALILAH LARUE NURSE PRACTIONER 40.00 X 187041 0 23782 LISA JOHNS M.D. 40.00 X 177078 0 43951 JENNIFER FRANGOS M.D. 40.00 X 223126 0 36796 1703923 0 253504 27 0 1 0 THYSSENKRUPP ELEVATOR CORP 3100 INTERSTATE N CIRCLE SE SUITE ATLANTA GA 30339 MODERNIZATION PROJECT 667961 ROBERT HALF 12400 COLLECTIONS CENTER DR CHICAGO IL 60693 TEMPORARY WORKERS 152788 NEXTGEN HEALTHCARE INC PO BOX 809390 CHICAGO IL 60680 SOFTWARE PRODUCTS AND SUPPORT 144953 CORI CARE INC 1060 KINGSMILL PARKWAY COLUMBUS OH 43229 TEMPORARY CAREGIVER 131373 CITY WIDE MAINTENANCE 942 HIBBS RD LOCKBOURNE OH 43137 BUILDING IMPROVEMENTS, REPAIRS AND MAINT 131371 7 30530 18274860 18149 18323539 MEDICARE/MEDICAID 900099 10897627 10897627 CLIENT FEES - INSURANCE 624200 446489 446489 CLIENT FEES 624200 164951 164951 CLIENT FEES - RENT 624200 2169 2169 11511236 312325 312325 62223 381293 -319070 -319070 -319070 184668 0 184668 184668 184668 47919 30530 44884 3035 3035 12444600 7734611 4709989 4709989 OTHER OPERATING INCOME 900099 460439 460439 460439 35186161 16681664 0 180958 21265856 19325132 1940724 395710 359597 36113 3237026 2941615 295411 1753870 1593812 160058 59387 56205 3182 72250 68378 3872 1361742 1032042 329700 1252568 1182833 69735 443411 395980 47431 1888012 1888012 697202 655602 41600 123702 123666 36 772599 764024 8575 625312 392025 233287 PROGRAM OPERATION 1752584 1717371 35213 35701231 32496294 3204937 0 307002 120975 3437592 1608288 5162292 6198644 480579 737544 66404 144017 17824059 10095188 5321480 7728871 11848531 12672558 -4677 -4677 26619203 29206220 2796324 3018763 434020 752171 1412517 4136527 563238 241863 5206099 8149324 X 21348711 21017784 64393 39112 21413104 21056896 26619203 29206220 -515070 158862 0 X 0 1 X 1 1 1 X 15733883 16688485 17015148 15693563 18324462 83455541 15733883 16688485 17015148 15693563 18324462 83455541 83455541 277765 888196 468584 283369 312325 2230239 399867 373934 467993 399829 522294 2163917 87849697 162337549 0.95000 0.94770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 460243 460243 12859899 6201156 6658743 174753 174753 0 2629366 2122505 506861 1699798 1596774 103024 7728871 MONEY MARKET FUNDS 298977 F MUTUAL FUNDS 9747749 F FIXED INCOME FUNDS 2625832 F 12672558 AMOUNT HELD IN TRUST 233297 RELATED PARTY PAYABLES -159086 CAPITAL LEASE 167652 241863 X PART X, LINE 2: THE ORGANIZATION PERFORMS AN ANNUAL ASSESSMENT FOR ANY UNCERTAINTY IN INCOME TAX POSITIONS WHICH INCLUDES AN ANALYSIS OF WHETHER THERE ARE ANY TAX POSITIONS THE ORGANIZATION TAKES WITH REGARD TO UNRELATED BUSINESS INCOME, RELATED DEDUCTIONS APPLIED, OR OTHER ACTIVITIES THAT MAY JEOPARDIZE THEIR TAX EXEMPT STATUS AND THUS WOULD MEET THE DEFINITION OF AN UNCERTAIN TAX POSITION. AS OF JUNE 30, 2019, TAX FILING PERIODS FOR THE YEARS ENDED 2014 AND PRIOR ARE CLOSED. NO TAX LIABILITY ACCRUAL WAS RECORDED RELATING TO MATERIAL UNCERTAIN POSITIONS TAKEN AS MANAGEMENT BELIEVES THERE ARE NONE. PART III, LINE 1(B)(II) PART III, LINE 4: SOUTHEAST, INC. HOLDS AND DISPLAYS ARTWORK IN ITS FRESH A.I.R. (ARTISTS IN RECOVERY) GALLERY. THROUGH ART, SOUTHEAST, INC. EDUCATES THE COMMUNITY AND WORKS TO BREAK DOWN THE STIGMA OF MENTAL ILLNESS AND SUBSTANCE ABUSE BY BRINGING FOCUS TO THE ARTISTIC VISION. THE GALLERY EXISTS TO ADDRESS STIGMA ABOUT MENTAL ILLNESS AND TO CREATE A VENUE FOR ARTISTS AFFECTED BY MENTAL ILLNESS OR SUBSTANCE ABUSE DISORDERS TO DISPLAY THEIR WORK. ART OF RECOVERY FUNDRAISER 78449 30530 47919 15124 21086 900 7774 78449 30530 47919 15124 21086 900 7774 44884 3035 1 X X X 0 0 0 0 0 0 0 0 0 WILLIAM LEE CEO 234180 0 0 0 0 0 9490 0 6908 0 250578 0 0 0 WENDY WILLIAMS COO 146857 0 0 0 0 0 5944 0 6908 0 159709 0 0 0 ABUL HASAN PSYCHIATRIST 264513 0 0 0 0 0 40800 0 16681 0 321994 0 0 0 MARIA MORENO-HEATHER PSYCHIATRIST 244749 0 0 0 0 0 39971 0 18002 0 302722 0 0 0 KHALILAH LARUE NURSE PRACTIONER 187041 0 0 0 0 0 7521 0 16261 0 210823 0 0 0 LISA JOHNS M.D. 177078 0 0 0 0 0 37163 0 6788 0 221029 0 0 0 JENNIFER FRANGOS M.D. 223126 0 0 0 0 0 36796 0 0 0 259922 0 0 0 KORI MANUS BOARD MEMBER KORI IS THE DIRECTOR OF INSTITUTIONAL RELATIONSHIPS AT GERBER FINANCIAL ADVISORS, LLC. GERBER FINANCIAL ADVISORS, LLC MANAGES THE ORGANIZATION'S 401K PLAN. THERE IS NO SINGLE TRANSACTION AND KORI RECEIVES NO DIRECT FUNDS FROM THE ORGANIZATION. A PORTION OF HER SALARY WOULD INCLUDE COMMISSIONS FROM THE ORGANIZATION'S 401K INVESTMENTS. 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE ACCOUNTING FIRM. BEFORE THE RETURN IS FILED WITH THE IRS, THE BOARD MEMBERS REVIEW THE RETURN IN ITS ENTIRETY AND ANY APPLICABLE CORRECTIONS ARE MADE BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL FORM COMPLETED; POLICY REFERENCED AT BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS ALSO INCLUDES EVALUATION BY THE EXECUTIVE COMMITTEE AND THE BOARD MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE KEPT ON SITE AND MADE AVAILABLE UPON REQUEST. FRIENDS OF THE HOMELESS INC 16 WEST LONG STREET COLUMBUS OH 43215 311067488 SHELTER FOR HOMELESS OH 501(C)(3) 11(A) SOUTHEAST INC 1 ALTERNATIVE LIFESTYLES INC 16 WEST LONG STREET COLUMBUS OH 43215 341439122 HOUSING FOR LOW INCOME, MENTALLY HANDICAPPED INDIVIDUALS OH 501(C)(3) 11(A) SOUTHEAST INC 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 ALTERNATIVE LIFESTYLES INC O 407494 COMPENSATION OF SHARED EMPLOYEES FRIENDS OF THE HOMELESS INC O 407494 COMPENSATION OF SHARED EMPLOYEES ALTERNATIVE LIFESTYLES INC D 404880 AUDITED FINANCIAL STATEMENTS FRIENDS OF THE HOMELESS INC E 326318 AUDITED FINANCIAL STATEMENTS