2015-05-14T15:56:04-05:00 2014-06-30 202122306 GBQ PARTNERS LLC 230 WEST STREET SUITE 700 COLUMBUS OH 432152663 990 2013-07-01 310940189 SOUTHEAST INC SOUT 6142250980 16 WEST LONG STREET COLUMBUS OH 43215 STEVEN ATWOOD CFO 6142250980 2015-05-12 1 GBQ PARTNERS LLC P01380769 6142211120 2013 2016-02-25 16:41:14Z WILLIAM LEE 16 WEST LONG STREET COLUMBUS OH 43215 29091279 0 X WWW.SOUTHEASTINC.COM X 1978 OH TO MAINTAIN AND OPERATE COMPREHENSIVE HEALTHCARE CENTERS THROUGHOUT OHIO. 15 15 573 0 0 0 11799447 11533399 8872802 9036224 257339 447227 1972825 1398829 22902413 22415679 0 0 0 0 16192916 17031038 0 0 0 6664150 7199844 22857066 24230882 45347 -1815203 22332684 21834037 3159582 3692768 19173102 18141269 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 17059667 8352503 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 2057746 1158369 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. 1835921 827871 SHELTER PROGRAMSSOUTHEAST OPERATES MEN'S AND WOMEN'S HOMELESS SHELTERS AND HOUSING UNITS FOR HOMELESS MEN AND WOMEN.THE MEN'S EMERGENCY SHELTER ACCOMMODATES UP TO 130 MEN PER NIGHT DURING SUMMER MONTHS AND UP TO 147 MEN DURING WINTER AND OTHER PERIODS OF PEAK USAGE. ADDITIONAL SERVICES PROVIDED TO BETTER HELP MEN RESOLVE THEIR HOUSING CRISIS THROUGH AN ON-SITE HOUSING RESOURCE CENTER THAT FUNCTIONS AS "ONE-STOP CENTER" OFFERING ASSISTANCE IN SECURING HOUSING AND EMPLOYMENT. REBECCA'S PLACE (RP), THE EMERGENCY WOMEN'S SHELTER, IS A 24-HOUR FACILITY THAT ACCOMMODATES UP TO 47 HOMELESS WOMEN PER NIGHT. RP OFFERS SHELTER TO SINGLE, ADULT WOMEN WHO WERE HOMELESS. A HOUSING RESOURCE CENTER WAS ADDED LATER TO HELP WOMEN FIND EMPLOYMENT AND APARTMENTS. THE FINAL COMPONENT OF SHELTER SYSTEM IS NEW HORIZONS, WHICH CURRENTLY PROVIDES 36 UNITS OF HOUSING FOR CHRONICALLY HOMELESS, SINGLE ADULT MEN AND WOMEN WHO HAVE SEVERE MENTAL DISABILITIES. 798903 VOCATIONAL AND PREVENTION/EDUCATION PROGRAM 798903 21752237 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 38 0 1 573 1 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 OH X X STEVEN ATWOOD 6142250980 16 WEST LONG ST COLUMBUS OH 43215 KORI MANUS MEMBER 1.00 X 0 0 0 EILEEN GOODMAN MEMBER 1.00 X 0 0 0 ALEXANDER SPATER MEMBER 1.00 X 0 0 0 PENNY TIPPS MEMBER 1.00 X 0 0 0 KEITH WILLIAMS MEMBER 1.00 X 0 0 0 TONY BURNS MEMBER 1.00 X 0 0 0 DON ESKEW MEMBER 1.00 X 0 0 0 ANTHONY HOLLOWAY MEMBER 1.00 X 0 0 0 DAVID LANE MEMBER 1.00 X 0 0 0 CHRISTOPHER RAY MEMBER 1.00 X 0 0 0 DAVID WHITCOMB MEMBER 1.00 X 0 0 0 MATTHEW HOYT PRESIDENT 1.00 X 0 0 0 TONY WEAVER VICE PRESIDENT 1.00 X 0 0 0 MARILYN PRAMSCHUFER SECRETARY 1.00 X 0 0 0 SARAH BOYSEN TREASURER 1.00 X 0 0 0 WILLIAM LEE CEO 40.00 X 209238 0 13790 STEVEN ATWOOD CFO 40.00 X 141541 0 20496 JAYN DEVNEY COO 40.00 X 135932 0 19841 JOAN WISSINGER PHARMACIST 40.00 X 140906 0 19680 ABUL HASAN PSYCHIATRIST 40.00 X 242894 0 24757 ROWNAK AHMED PSYCHIATRIST 40.00 X 194925 0 20623 ERIC FRYXWELL MEDICAL DOCTOR 40.00 X 164025 0 5720 MARIA MORINO-HEATHER PSYCHIATRIST 40.00 X 222715 0 14741 1452176 0 139648 8 0 1 0 OHIO SHARED INFORMATIONS SERVICES INC 8790 GOVERNORS HILL DRIVE CINCINNATI OH 45249 IT AND SOFTWARE CONSULTING 251054 HILLCREST MANOR 45944 STATE ROUTE 145 LEWISVILLE OH 437540037 CLIENT RESIDENTIAL SERVICES 212255 CITY WIDE MAINTENANCE 942 HIBBS RD LOCKBOURNE OH 43137 CONSTRUCTION, MAINTENANCE 126672 MAYLE HOME INC 2311 LILLY ROAD NW MINERVA OH 44657 CLIENT RESIDENTIAL SERVICES 114457 4 38885 11484598 9916 11533399 MEDICARE/MEDICAID 900099 8855772 8855772 CLIENT FEES 624200 116949 116949 CLIENT FEES - INSURANCE 624200 60528 60528 CLIENT FEES - RENT 624200 2975 2975 9036224 265757 265757 58347 352198 -293851 -293851 -293851 75097 124461 0 18088 75097 106373 181470 181470 50288 38885 44357 5931 5931 7563476 6260957 1302519 1302519 OTHER OPERATING INCOME 900099 333599 333599 PROPERTY AMORTIZATION 900099 50631 50631 384230 22415679 10338743 0 543537 521614 472155 49459 13228916 11974550 1254366 206950 187327 19623 1906520 1725744 180776 1167038 1056379 110659 44745 42805 1940 60700 58068 2632 1338769 929770 408999 897627 858702 38925 283561 260220 23341 1298885 1297998 887 536820 511981 24839 7331 7331 528373 526864 1509 427179 220788 206391 PROGRAM OPERATION 1775854 1621555 154299 24230882 21752237 2478645 0 503390 527136 5923513 4880082 3309755 2923915 239947 279644 62633 56687 10428521 7347367 3312896 3081154 8909927 10057096 70623 28323 22332684 21834037 1795724 2150503 0 285200 849727 797505 514131 459560 3159582 3692768 X 19037922 18029818 135180 111451 19173102 18141269 22332684 21834037 -1815203 783370 0 X X 0 1 X 1 1 1 X 12464353 11943776 12386899 11799447 11555309 60149784 12464353 11943776 12386899 11799447 11555309 60149784 60149784 229521 254978 263688 276307 265757 1290251 265614 372896 334910 588144 409230 1970794 63410829 46222179 0.94860 0.92550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 75847 X 0 75743 75743 7109029 4481075 2627954 174753 140944 33809 1639595 1476769 162826 1429401 1248579 180822 3081154 MONEY MARKET FUNDS 398854 F MUTUAL FUNDS 7154226 F FIXED INCOME FUNDS 2409385 F CERTIFICATES OF DEPOSIT 94631 F 10057096 AMOUNT HELD IN TRUST 410703 RELATED PARTY PAYABLES 5740 CAPITAL LEASE 43117 459560 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, 2014, TAX FILING PERIODS FOR THE YEARS ENDED 2010 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 89173 38885 50288 39234 5123 89173 38885 50288 39234 5123 44357 5931 X X X X 0 0 0 0 0 0 0 0 0 WILLIAM LEE CEO 209238 0 0 0 0 0 8130 0 5660 0 223028 0 0 0 STEVEN ATWOOD CFO 141541 0 0 0 0 0 5875 0 14621 0 162037 0 0 0 JAYN DEVNEY COO 135932 0 0 0 0 0 5220 0 14621 0 155773 0 0 0 JOAN WISSINGER PHARMACIST 140906 0 0 0 0 0 5761 0 13919 0 160586 0 0 0 ABUL HASAN PSYCHIATRIST 242894 0 0 0 0 0 10016 0 14741 0 267651 0 0 0 ROWNAK AHMED PSYCHIATRIST 194925 0 0 0 0 0 5882 0 14741 0 215548 0 0 0 ERIC FRYXWELL MEDICAL DOCTOR 164025 0 0 0 0 0 0 0 5720 0 169745 0 0 0 MARIA MORINO-HEATHER PSYCHIATRIST 222715 0 0 0 0 0 0 0 14741 0 237456 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 11 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. FORM 990, PART XII, LINE 2 THE ORGANIZATION HAS A FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. 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 240556 COMPENSATION OF SHARED EMPLOYEES FRIENDS OF THE HOMELESS INC O 385065 COMPENSATION OF SHARED EMPLOYEES ALTERNATIVE LIFESTYLES INC D 240054 AUDITED FINANCIAL STATEMENTS FRIENDS OF THE HOMELESS INC E 293318 AUDITED FINANCIAL STATEMENTS