2012-04-02T19:40:37-05:00 2011-06-30 GBQ PARTNERS LLC 230 WEST STREET SUITE 700 COLUMBUS OH 432152663 990 2010-07-01 310940189 SOUTHEAST INC SOUT 6142250980 16 WEST LONG STREET COLUMBUS OH 43215 STEVEN ATWOOD 6142250980 2012-03-29 1 ANDREW AREND 6142211120 2010 2016-02-24 21:20:13Z WILLIAM LEE 16 WEST LONG STREET COLUMBUS OH 43215 30227578 0 X WWW.SOUTHEASTINC.COM X 1978 OH TO MAINTAIN AND OPERATE COMPREHENSIVE BEHAVIORAL HEALTH AND RECOVERY SERVICE CENTERS. 18 18 447 0 0 0 12464353 11943776 9635057 10250597 323097 388255 1319095 1201960 23741602 23784588 0 0 0 0 16727011 16681952 0 0 0 6722570 6092233 23449581 22774185 292021 1010403 21507624 22834961 3661215 3357599 17846409 19477362 X SOUTHEAST, INC. IS A COMPREHENSIVE PROVIDER OF MENTAL HEALTH, CHEMICAL DEPENDENCY, 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 14297099 14176256 CLINICAL SERVICESSOUTHEAST SERVED OVER 2500 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 2167607 1703824 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. 2383138 1990824 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. 1972414 5913684 VOCATIONAL AND PREVENTION/EDUCATION PROGRAM 1972414 5913684 20820258 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 1 447 1 0 0 0 0 0 0 0 0 0 0 X 18 18 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 SHARON CARLSON 1.00 X X 0 0 0 MATTHEW HOYT 1.00 X X 0 0 0 KORI MANUS 1.00 X X 0 0 0 SUSAN LEWIS 1.00 X X 0 0 0 SARAH BOYSEN 1.00 X 0 0 0 THOMAS BURNS 1.00 X 0 0 0 EILEEN GOODMAN 1.00 X 0 0 0 PATRICIA FORMAN 1.00 X 0 0 0 EDWARD MENGE THROUGH 42511 1.00 X 0 0 0 KENNETH GRACE 1.00 X 0 0 0 MARILYN PRAMSCHUFER 1.00 X 0 0 0 ANTHONY ROSEBORO 1.00 X 0 0 0 ALEXANDER SPATER 1.00 X 0 0 0 PENNY TIPPS 1.00 X 0 0 0 TONY WEAVER 1.00 X 0 0 0 KEITH WILLIAMS 1.00 X 0 0 0 KATHERINE WHINNERY 1.00 X 0 0 0 KRISTEN LEWIS 1.00 X 0 0 0 WILLIAM LEE 40.00 X 168127 0 12401 STEVEN ATWOOD 40.00 X 121607 0 19634 JAYN DEVNEY 40.00 X 99094 0 9978 JAGAN CHITTIPROLU 20.00 X 117255 0 16321 MOHAMMAD RAFIQ 40.00 X 180657 0 22101 JOAN WISSINGER 40.00 X 129762 0 20090 EVSEN ALASYALI 40.00 X 174945 0 8655 991447 0 109180 6 0 1 0 NEXTGEN 795 HORSHAM ROAD HORSHAM PA 19044 BILLING SOFTWARE 262740 HILLCREST MANOR 45944 STATE ROUTE 145 LEWISVILLE OH 437540037 CLIENT RESIDENTIAL SERVICES 203993 DECISION SUPPORT SERVICES 2600 DARLING ROAD BLACKLICK OH 43004 CONSULTING, STATISTICAL AND MANAGEMENT S 151319 3 31993 11899485 12298 11943776 MEDICARE/MEDICAID 900099 9765980 9765980 CLIENT FEES 624200 372774 372774 CLIENT FEES - INSURANC 624200 70363 70363 WMR FEES 624200 37620 37620 CLIENT FEES - RENT 624200 3860 3860 10250597 254978 254978 92680 274703 -182023 -182023 -182023 719237 585960 133277 133277 133277 25840 31993 31503 -5663 -5663 6834393 5550824 1283569 1283569 OTHER OPERATING INCOME 900099 55446 55446 PROPERTY AMORTIZATION 900099 50631 50631 106077 23784588 11534166 0 306646 403833 367191 36642 12972392 11795313 1177079 200663 182455 18208 1903785 1731041 172744 1201279 1092278 109001 10073 9481 592 50436 47474 2962 854264 854264 830224 781469 48755 135541 130669 4872 1373592 1287880 85712 529975 529975 9793 6702 3091 383032 358526 24506 405433 265980 139453 PROGRAM OPERATION 1495080 1379560 115520 14790 14790 22774185 20820258 1953927 0 508087 364753 6670693 6741098 3465274 3697651 273089 237279 57460 312752 9139003 5736404 3558824 3402599 6726648 7930138 247549 148691 21507624 22834961 1892693 1911335 5566 997684 945652 765272 500612 3661215 3357599 X 17742908 19375021 103501 102341 17846409 19477362 21507624 22834961 X 1010403 620550 X X 0 1 1 X 1 1 X 12332735 12948685 518356 12464353 11943776 50207905 12332735 12948685 518356 12464353 11943776 50207905 50207905 356923 506436 410439 229521 254978 1758297 41698 23314 955281 265614 372896 1658803 53625005 58661374 0.93630 0.90700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 75847 X 0 75742 75742 6639896 3796357 2843539 75695 75388 307 1485027 1143576 341451 862643 721083 141560 3402599 MONEY MARKET FUNDS 231375 F MUTUAL FUNDS 5297165 F FIXED INCOME FUNDS 1707523 F CERTIFICATES OF DEPOSIT 694075 F 7930138 AMOUNT HELD IN TRUST 323619 RELATED PARTY PAYABLES 98962 CAPITAL LEASE 78031 500612 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 2011, TAX FILING PERIODS FOR THE YEARS ENDED 2007 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 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 57833 31993 25840 31503 57833 31993 25840 31503 31503 -5663 X X X X 0 0 0 0 0 0 0 0 0 WILLIAM LEE 168127 0 0 0 0 0 6433 0 5968 0 180528 0 0 0 MOHAMMAD RAFIQ 180657 0 0 0 0 0 7300 0 14801 0 202758 0 0 0 EVSEN ALASYALI 174945 0 0 0 0 0 6902 0 1753 0 183600 0 0 0 KORI MANUS TREASURER, FINANCE COMMITTEE CHAIR 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 620,550. 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 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 ALTERNATIVE LIFESTYLES INC N FRIENDS OF THE HOMELESS INC N ALTERNATIVE LIFESTYLES INC D 146833 FRIENDS OF THE HOMELESS INC E 180535