SOUTHEAST INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHEAST INC (EIN 31-0940189)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-10
- IRS object ID
- 201731309349303223
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-10T15:26:00-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202122306 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GBQ PARTNERS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 WEST STREET SUITE 700 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432152663 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310940189 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHEAST INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 6142250980 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 WEST LONG STREET | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN ATWOOD | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6142250980 | PhoneNum |
| Signature | 2017-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT W EICHAR | PreparerPersonNm |
| PTIN | P01289694 | PTIN |
| Phone | 6142211120 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM LEE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 WEST LONG STREET | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $38,968,114 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SOUTHEASTINC.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | TO MAINTAIN AND OPERATE COMPREHENSIVE HEALTHCARE CENTERS THROUGHOUT OHIO. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 539 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,733,883 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,688,485 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,435,235 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,103,285 | CYProgramServiceRevenueAmt |
| PY Investment Income | $392,883 | PYInvestmentIncomeAmt |
| CY Investment Income | $403,095 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,110,232 | PYOtherRevenueAmt |
| CY Other Revenue | $2,600,014 | CYOtherRevenueAmt |
| PY Total Revenue | $29,672,233 | PYTotalRevenueAmt |
| CY Total Revenue | $31,794,879 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $19,715,555 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,017,547 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,072,216 | PYOtherExpensesAmt |
| CY Other Expenses | $8,048,480 | CYOtherExpensesAmt |
| PY Total Expenses | $27,787,771 | PYTotalExpensesAmt |
| CY Total Expenses | $30,066,027 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,884,462 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,728,852 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,965,572 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,703,566 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,204,942 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,369,049 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,760,630 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,334,517 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,949,237 | ExpenseAmt |
| Revenue | $10,796,946 | RevenueAmt |
| Desc | 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 | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,746,979 | ExpenseAmt |
| Revenue | $1,582,933 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,861,505 | ExpenseAmt |
| Revenue | $2,244,575 | RevenueAmt |
| Desc | 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. 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,681,914 | ExpenseAmt |
| Desc | VOCATIONAL AND PREVENTION/EDUCATION PROGRAM | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,681,914 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $27,239,635 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 41 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 539 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN ATWOOD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6142250980 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 WEST LONG ST | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MATTHEW HOYT | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KORI MANUS | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EILEEN GOODMAN | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARILYN PRAMSCHUFER 122015 | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PENNY TIPPS | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TONY BURNS | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DON ESKEW | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY HOLLOWAY 072015 | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID LANE | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER RAY | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM WHEAT | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAT HALAIKO | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK FREEMAN 072015 | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATE HAMILTON | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KIM KRONE | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EILEEN BRUBECK | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE SIELSCHOTT | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TONY WEAVER | |||||||
| PRESIDENT | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SARAH BOYSEN | |||||||
| VICE PRESIDENT | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| WILLIAM LEE | |||||||
| CEO | 40.00 | $206,190 | $0 | $14,844 | Yes (X) | ||
| STEVEN ATWOOD | |||||||
| CFO | 40.00 | $136,910 | $0 | $22,327 | Yes (X) | ||
| WENDY WILLIAMS | |||||||
| COO | 40.00 | $97,861 | $0 | $10,797 | Yes (X) | ||
| DAVID WHITCOMB | |||||||
| TREASURER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| PATRICK KNOTT | |||||||
| SECRETARY | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ABUL HASAN | |||||||
| PSYCHIATRIST | 40.00 | $217,585 | $0 | $26,303 | Yes (X) | ||
| ROWNAK AHMED | |||||||
| PSYCHIATRIST | 40.00 | $186,770 | $0 | $22,547 | Yes (X) | ||
| CHRISTOPHER BLANK | |||||||
| PSYCHIATRIST | 40.00 | $185,540 | $0 | $23,515 | Yes (X) | ||
| MARIA MORENO-HEATHER | |||||||
| PSYCHIATRIST | 40.00 | $239,157 | $0 | $15,548 | Yes (X) | ||
| CALVIN NAFZIGER | |||||||
| PSYCHIATRIST | 30.00 | $171,376 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,441,389 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $135,881 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| QUALITY SYSTEMS INC | |||||
| PO BOX 809390 | CHICAGO | IL | 60680 | IT AND SOFTWARE CONSULTING | $191,969 |
| OHIO SHARED INFORMATIONS SERVICES INC | |||||
| 8790 GOVERNORS HILL DRIVE SUITE 2 | CINCINNATI | OH | 45249 | IT AND SOFTWARE CONSULTING | $191,001 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $33,641 | FundraisingAmt |
| Government Grants | $16,612,735 | GovernmentGrantsAmt |
| All Other Contributions | $42,109 | AllOtherContributionsAmt |
| Total Contributions | $16,688,485 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEDICARE/MEDICAID | 900099 | $11,928,263 | $11,928,263 |
| CLIENT FEES - INSURANCE | 624200 | $89,810 | $89,810 |
| CLIENT FEES | 624200 | $84,147 | $84,147 |
| CLIENT FEES - RENT | 624200 | $1,065 | $1,065 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,103,285 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $888,196 | TotalRevenueColumnAmt |
| Exclusion | $888,196 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $60,109 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $354,685 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$294,576 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$294,576 | TotalRevenueColumnAmt |
| Exclusion | -$294,576 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $466,977 | SecuritiesAmt |
| Other | $18,124 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$466,977 | SecuritiesAmt |
| Other | -$18,124 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$485,101 | TotalRevenueColumnAmt |
| Exclusion | -$485,101 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $50,950 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $33,641 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $51,463 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$513 | TotalRevenueColumnAmt |
| Exclusion | -$513 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $8,803,155 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $6,281,986 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,521,169 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,521,169 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER OPERATING INCOME | 900099 | $312,201 | $312,201 |
| PROPERTY AMORTIZATION | 900099 | $61,733 | $61,733 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $373,934 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,794,879 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,624,454 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $481,940 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $488,929 | TotalAmt |
| Program Services | $441,804 | ProgramServicesAmt |
| Management And General | $47,125 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,109,088 | TotalAmt |
| Program Services | $15,460,058 | ProgramServicesAmt |
| Management And General | $1,649,030 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,025 | TotalAmt |
| Program Services | $219,601 | ProgramServicesAmt |
| Management And General | $23,424 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,749,189 | TotalAmt |
| Program Services | $2,484,213 | ProgramServicesAmt |
| Management And General | $264,976 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,427,316 | TotalAmt |
| Program Services | $1,289,747 | ProgramServicesAmt |
| Management And General | $137,569 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,858 | TotalAmt |
| Program Services | $25,943 | ProgramServicesAmt |
| Management And General | $9,915 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,574 | TotalAmt |
| Program Services | $38,036 | ProgramServicesAmt |
| Management And General | $14,538 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $988,988 | TotalAmt |
| Program Services | $985,391 | ProgramServicesAmt |
| Management And General | $3,597 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,394,988 | TotalAmt |
| Program Services | $1,009,246 | ProgramServicesAmt |
| Management And General | $385,742 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,770 | TotalAmt |
| Program Services | $350,170 | ProgramServicesAmt |
| Management And General | $13,600 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,559,530 | TotalAmt |
| Program Services | $1,559,530 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $768,695 | TotalAmt |
| Program Services | $717,557 | ProgramServicesAmt |
| Management And General | $51,138 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,558 | TotalAmt |
| Program Services | $71,558 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $553,005 | TotalAmt |
| Program Services | $553,005 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $530,953 | TotalAmt |
| Program Services | $334,007 | ProgramServicesAmt |
| Management And General | $196,946 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM OPERATION | Desc |
| Total | $1,728,561 | TotalAmt |
| Program Services | $1,699,769 | ProgramServicesAmt |
| Management And General | $28,792 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,066,027 | TotalAmt |
| Program Services | $27,239,635 | ProgramServicesAmt |
| Management And General | $2,826,392 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $468,873 | BOYAmt |
| EOY | $379,980 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,444,252 | BOYAmt |
| EOY | $9,752,689 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,040,590 | BOYAmt |
| EOY | $3,225,634 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $225,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $397,346 | BOYAmt |
| EOY | $201,845 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,003 | BOYAmt |
| EOY | $74,175 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,721,508 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,172,761 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,566,143 | BOYAmt |
| EOY | $4,548,747 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,986,042 | BOYAmt |
| EOY | $10,300,173 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$4,677 | BOYAmt |
| EOY | -$4,677 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,965,572 | BOYAmt |
| EOY | $28,703,566 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,407,763 | BOYAmt |
| EOY | $2,545,759 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $326,400 | BOYAmt |
| EOY | $2,597,164 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,666,054 | BOYAmt |
| EOY | $1,583,218 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $804,725 | BOYAmt |
| EOY | $642,908 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,204,942 | BOYAmt |
| EOY | $7,369,049 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,664,894 | BOYAmt |
| EOY | $21,234,995 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,736 | BOYAmt |
| EOY | $99,522 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,760,630 | BOYAmt |
| EOY | $21,334,517 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,965,572 | BOYAmt |
| EOY | $28,703,566 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,728,852 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$154,965 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,386,899 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,799,447 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,555,309 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,733,883 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,688,485 | CurrentTaxYearAmt |
| Total | $68,164,023 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,386,899 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,799,447 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,555,309 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,733,883 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,688,485 | CurrentTaxYearAmt |
| Total | $68,164,023 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $68,164,023 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $263,688 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $276,307 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $265,757 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $277,765 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $888,196 | CurrentTaxYearAmt |
| Total | $1,971,713 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $334,910 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $588,144 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $409,230 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $399,867 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $373,934 | CurrentTaxYearAmt |
| Total | $2,106,085 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $72,241,821 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $50,143,864 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.94360 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94850 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $75,847 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $425,743 | OtherCostOrOtherBasisAmt |
| Book Value | $425,743 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,601,869 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,067,035 | DepreciationAmt |
| Book Value | $3,534,834 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $174,753 | OtherCostOrOtherBasisAmt |
| Depreciation | $174,753 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,041,178 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,491,472 | DepreciationAmt |
| Book Value | $549,706 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,477,965 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,439,501 | DepreciationAmt |
| Book Value | $38,464 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,548,747 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MONEY MARKET FUNDS | $465,535 | F |
| MUTUAL FUNDS | $7,458,625 | F |
| FIXED INCOME FUNDS | $2,277,953 | F |
| CERTIFICATES OF DEPOSIT | $98,060 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $10,300,173 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| AMOUNT HELD IN TRUST | $307,222 |
| RELATED PARTY PAYABLES | -$61,558 |
| CAPITAL LEASE | $397,244 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $642,908 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2016, TAX FILING PERIODS FOR THE YEARS ENDED 2012 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. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ART OF RECOVERY FUNDRAISER | Event1Nm |
| Gross Receipts Event1 | $84,591 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $33,641 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $50,950 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $47,661 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $3,802 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $84,591 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $33,641 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $50,950 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $47,661 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,802 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $51,463 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$513 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM LEE | ||||||||||||||
| CEO | $206,190 | $0 | $0 | $0 | $0 | $0 | $8,285 | $0 | $6,559 | $0 | $221,034 | $0 | $0 | $0 |
| STEVEN ATWOOD | ||||||||||||||
| CFO | $136,910 | $0 | $0 | $0 | $0 | $0 | $5,751 | $0 | $16,576 | $0 | $159,237 | $0 | $0 | $0 |
| ABUL HASAN | ||||||||||||||
| PSYCHIATRIST | $217,585 | $0 | $0 | $0 | $0 | $0 | $9,606 | $0 | $16,697 | $0 | $243,888 | $0 | $0 | $0 |
| ROWNAK AHMED | ||||||||||||||
| PSYCHIATRIST | $186,770 | $0 | $0 | $0 | $0 | $0 | $5,850 | $0 | $16,697 | $0 | $209,317 | $0 | $0 | $0 |
| CHRISTOPHER BLANK | ||||||||||||||
| PSYCHIATRIST | $185,540 | $0 | $0 | $0 | $0 | $0 | $8,207 | $0 | $15,308 | $0 | $209,055 | $0 | $0 | $0 |
| MARIA MORENO-HEATHER | ||||||||||||||
| PSYCHIATRIST | $239,157 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $15,548 | $0 | $254,705 | $0 | $0 | $0 |
| CALVIN NAFZIGER | ||||||||||||||
| PSYCHIATRIST | $171,376 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $171,376 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KORI MANUS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | 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. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| FRIENDS OF THE HOMELESS INC | ||||||||||
| 16 WEST LONG STREET | COLUMBUS | OH | 43215 | 311067488 | SHELTER FOR HOMELESS | OH | 501(C)(3) | 11(A) | SOUTHEAST INC | Yes (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 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ALTERNATIVE LIFESTYLES INC | ||
| O | $230,513 | COMPENSATION OF SHARED EMPLOYEES |
| FRIENDS OF THE HOMELESS INC | ||
| O | $380,271 | COMPENSATION OF SHARED EMPLOYEES |
| ALTERNATIVE LIFESTYLES INC | ||
| D | $307,352 | AUDITED FINANCIAL STATEMENTS |
| FRIENDS OF THE HOMELESS INC | ||
| E | $326,318 | AUDITED FINANCIAL STATEMENTS |