2025-05-09T13:45:18+00:00 2024-06-30 440160260 Forvis Mazars LLP 312 Walnut Street Suite 3000 Cincinnati OH 45202 990 2023-07-01 310940189 Southeast Inc SOUT 6142250980 16 West Long Street Columbus OH 43215 Rebecca Carr CFO 6143600103 2025-05-09 true Aaron Hershberger P00961884 5136218300 2025-05-01 2023 2025-03-06 01:10:19Z William Lee 16 West Long Street Columbus OH 43215 67775605 false X www.southeastinc.com X 1978 OH TO MAINTAIN AND OPERATE COMPREHENSIVE HEALTHCARE CENTERS THROUGHOUT OHIO. 12 12 880 0 0 0 14425567 19244982 21662733 18896892 624854 607778 12926310 13301402 49639464 52051054 0 0 0 0 38153702 40235941 0 0 0 12280747 12460670 50434449 52696611 -794985 -645557 39108013 39567020 9041093 9240484 30066920 30326536 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. false false 49606922 0 31582767 SOUTHEAST, INC. AND ITS AFFILIATES (FRIENDS OF THE HOMELESS, INC. AND ALTERNATIVE LIFESTYLES, INC.) ARE NON-PROFIT OHIO CORPORATIONS ORGANIZED TO DEVELOP AND ADMINISTER A COMPREHENSIVE INTEGRATED HEALTHCARE RECOVERY SERVICE SYSTEM, TO PROVIDE SERVICES TO LOWER-INCOME AND HOMELESS PERSONS THROUGHOUT OHIO, TO PROVIDE HOUSING TO LOWER-INCOME, MENTALLY DISABLED INDIVIDUALS, AND PROVIDE VOCATIONAL SERVICES TO INDIVIDUALS OVERCOMING MENTAL, EMOTIONAL, AND OTHER CHALLENGES. SERVICES AND PROGRAMMING ARE PROVIDED PRIMARILY IN CENTRAL AND EASTERN OHIO LOCATIONS. AFFILIATES INCLUDE ALTERNATIVE LIFESTYLES, INC. WHICH OWNS TWO FACILITIES AND PROVIDES HOUSING FOR THE LOW-INCOME COMMUNITY, AND FRIENDS OF THE HOMELESS, INC. WHICH OPERATES EMERGENCY SHELTER AND OTHER RESIDENTIAL FACILITIES. SOUTHEAST, INC. MAINTAINS ITS ACCREDITATIONS WITH THE OHIO MENTAL HEALTH AND ADDICTION SERVICES BOARD. THE ACCREDITATION IS ONE WAY SOUTHEAST SHOWS ITS COMMITMENT TO THE QUALITY IMPROVEMENT OF ITS SERVICES TO THE COMMUNITY. SOUTHEAST ALSO OPERATES TWO PHARMACIES (APOTHECARE) LOCATED IN THE SOUTHEAST-OWNED BUILDINGS IN COLUMBUS AND ST. CLAIRSVILLE, OHIO. SOUTHEAST OPERATES APOTHECARE AS A SPECIALTY PHARMACY TO SERVE PEOPLE WITH PRIMARY CARE NEEDS, COGNITIVE AND/OR OTHER MENTAL DYSFUNCTIONS. 49606922 true true false false false false true false false true false false false true true false true false false false false false false false false false false false true false false false false false false false false false false false false false true true false false false true 49 0 true 880 true false false false false false true true false false false false false false X 12 12 false false false false false false false true true false false true true true true true true true true false X Jared Close 6142250980 16 West Long Street Columbus OH 43215 ANGELA FRY VICE PRESIDENT 1.0 0.0 X X 0 0 0 ANTHONY BURNS CHAIRPERSON 1.0 1.0 X X 0 0 0 KORI MANUS TREASURER 1.0 1.0 X X 0 0 0 STEVE SIELSCHOTT SECRETARY 1.0 0.0 X X 0 0 0 ART DELEON MEMBER 1.0 0.0 X 0 0 0 DAVID LANE IMMEDIATE PAST CHAIR 1.0 1.0 X 0 0 0 DIANNE FIDELIBUS MEMBER - TERM START 06/28/24 1.0 0.0 X 0 0 0 DONALD STRASSER MEMBER - TERM ENDED 1/24/2024 1.0 0.0 X 0 0 0 EILEEN GOODMAN MEMBER 1.0 0.0 X 0 0 0 KATIE HAMILTON MEMBER 1.0 0.0 X 0 0 0 KIMBERLY KRONE MEMBER - TERM ENDED 5/8/2024 1.0 0.0 X 0 0 0 PATRICK HALAIKO MEMBER 1.0 0.0 X 0 0 0 SARAH LENKAY MEMBER 1.0 0.0 X 0 0 0 TOM SHANAHAN MEMBER 1.0 0.0 X 0 0 0 ABDUL HASAN CMO 40.0 0.0 X 279635 0 71211 REBECCA CARR CFO 40.0 2.0 X 186816 0 15336 WENDY WILLIAMS COO 40.0 0.0 X 186224 0 34699 WILLIAM LEE CEO 40.0 2.0 X 268280 0 24656 Charles Huber Nurse Practitioner 40.0 0.0 X 157316 0 17499 JOAN WISSINGER DIRECTOR OF PHARMACY 40.0 0.0 X 191047 0 36868 LISA JOHNS ASSISTANT MEDICAL DIRECTOR 40.0 0.0 X 206710 0 40959 MARIA MORENO-HEATHER PSYCHIATRIST 40.0 0.0 X 272677 0 73138 ROWNAK AHMED PSYCHIATRIST 40.0 0.0 X 280446 0 58504 2029151 0 372870 73 false true false 0 0 0 0 0 17762456 1482526 0 19244982 Patient Service Revenue 621400 18641182 18641182 0 0 Client Fees 624200 255710 255710 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 18896892 336398 0 0 336398 0 0 0 0 0 0 0 0 537 0 0 0 537 0 537 537 0 0 271380 0 0 0 271380 0 271380 0 0 271380 0 0 0 0 0 0 0 0 0 0 0 0 28409889 15724551 12685338 12685338 0 0 Other Operating Income 900099 615527 0 0 615527 0 0 0 0 0 0 0 0 0 0 0 0 615527 52051054 31582767 0 1223305 0 0 0 0 0 0 0 0 1066857 1004305 62552 0 0 0 0 0 31351423 29513237 1838186 0 981413 923871 57542 0 4524960 4259654 265306 0 2311288 2175773 135515 0 0 0 0 0 124248 116963 7285 0 117872 110961 6911 0 0 0 0 0 0 0 0 0 0 0 1498824 1410945 87879 0 29950 28194 1756 0 1375571 1294919 80652 0 1079760 1016452 63308 0 0 0 0 0 3058095 2878794 179301 0 1184129 1114702 69427 0 0 0 0 0 26682 25118 1564 0 193040 181722 11318 0 0 0 0 0 556128 523521 32607 0 1006928 947890 59038 0 CLIENT ASSISTANCE 1553170 1462105 91065 0 SUPPLIES 315430 296936 18494 0 OTHER EXPENSES 340843 320860 19983 0 0 0 0 0 52696611 49606922 3089689 0 3693 3693 2429906 1626761 3212281 2806076 12184765 11945782 0 0 0 0 0 0 1284038 1311254 799705 816705 15948722 10833612 5329889 5115110 13577560 15747070 0 0 0 0 286176 194569 39108013 39567020 4585432 4610926 0 0 588646 542605 0 0 0 0 0 0 2692305 2533286 0 0 1174710 1553667 9041093 9240484 X 29958953 30218569 107967 107967 0 0 0 0 0 0 30066920 30326536 39108013 39567020 X -645557 1281103 0 0 0 -375930 X false true X true true true X 18818444 27151988 23746921 14425567 19244982 103387902 0 0 0 0 0 0 0 0 0 0 0 0 18818444 27151988 23746921 14425567 19244982 103387902 0 103387902 273061 806169 246198 279273 336398 1941099 0 0 0 0 0 0 945618 428670 658714 315761 615527 2964290 108293291 131246446 0.9547 0.9554 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 945618.0, COLUMN B - 428670.0, COLUMN C - 658714.0, COLUMN D - 315761.0, COLUMN E - 615527.0, COLUMN F - 2964290.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 75847 X false 0 511845 511845 0 11501494 7377115 4124379 0 174753 174753 0 0 3052670 2767739 284931 0 707960 514005 193955 5115110 AMOUNT HELD IN TRUST RELATED PARTY PAYABLES LEASE LIABILITIES 182243 Deferred Compensation 1371424 1553667 X Schedule D, Part III, Line 4 Collections of art - description of collections 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 D, Part X, Line 2 FIN 48 (ASC 740) footnote Southeast, Inc. and its subsidiaries are incorporated under the laws of the state of Ohio as not-for profit corporations and are exempt from income taxes under Section 501 of the Internal Revenue Code and a similar provision of state law. However, the Organization is subject to federal income tax on any unrelated business taxable income. The Organization files tax returns in the U.S. federal jurisdiction. X X X false true false false false false false false false ABDUL HASAN CMO 277299 0 2336 0 0 0 41348 0 29863 0 350846 0 0 0 WILLIAM LEE CEO 259280 0 1000 0 8000 0 10838 0 13818 0 292936 0 0 0 WENDY WILLIAMS COO 183184 0 1000 0 2040 0 22533 0 12166 0 220923 0 0 0 REBECCA CARR CFO 185816 0 1000 0 0 0 15000 0 336 0 202152 0 0 0 MARIA MORENO-HEATHER PSYCHIATRIST 271677 0 1000 0 0 0 41155 0 31983 0 345815 0 0 0 ROWNAK AHMED PSYCHIATRIST 279446 0 1000 0 0 0 30000 0 28504 0 338950 0 0 0 LISA JOHNS ASSISTANT MEDICAL DIRECTOR 206210 0 500 0 0 0 30821 0 10138 0 247669 0 0 0 JOAN WISSINGER DIRECTOR OF PHARMACY 189547 0 1500 0 0 0 7806 0 29062 0 227915 0 0 0 Charles Huber Nurse Practitioner 156316 0 1000 0 0 0 6335 0 11164 0 174815 0 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan The company maintains a Retention Bonus Plan (457(f)). During the tax year, the company made the following contributions to participants: - ABDUL HASAN - $30,000 - MARIA MORENO-HEATHER - $30,000 - ROWNAK AHMED - $30,000 - LISA JOHNS - $22,500 - WENDY WILLIAMS - $ 15,000 - REBECCA CARR - $15,000 Form 990, Part VI, Line 11b Review of form 990 by governing body 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, Line 12c Conflict of interest policy ANNUAL FORM COMPLETED; POLICY REFERENCED AT BOARD MEETINGS. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE PROCESS ALSO INCLUDES EVALUATION BY THE EXECUTIVE COMMITTEE AND THE BOARD MEMBERS. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE PROCESS ALSO INCLUDES EVALUATION BY THE EXECUTIVE COMMITTEE AND THE BOARD MEMBERS. Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE KEPT ON SITE AND MADE AVAILABLE UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Intercompany Net Asset Transfer - -375930; FRIENDS OF THE HOMELESS INC 16 WEST LONG STREET COLUMBUS OH 43215 311067488 SHELTER FOR HOMELESS OH 501(c)(3) 7 SOUTHEAST INC true ALTERNATIVE LIFESTYLES INC 16 WEST LONG STREET COLUMBUS OH 43215 341439122 HOUSING FOR LOW INCOME, MENTALLY HANDICAPPED INDIVIDUALS OH 501(c)(3) 7 SOUTHEAST INC true false false false false false false false false false false false false false true true false false false false