2026-05-15T14:17:43+00:00 2025-06-30 440160260 Forvis Mazars LLP 312 Walnut Street Suite 3000 Cincinnati OH 45202 990 2024-07-01 310940189 Southeast Inc SOUT 6142250980 16 West Long Street Columbus OH 43215 Rebecca Carr CFO 6143600103 2026-05-15 true true Aaron Hershberger P00961884 5136218300 2026-05-11 2024 2025-03-06 01:10:19Z William Lee 16 West Long Street Columbus OH 43215 70681127 false X www.southeastinc.com X 1978 OH TO MAINTAIN AND OPERATE COMPREHENSIVE HEALTHCARE CENTERS THROUGHOUT OHIO. 14 14 920 0 0 0 19244982 19375676 18896892 19950115 607778 769899 13301402 11977261 52051054 52072951 0 0 0 0 40235941 41211017 0 0 0 12460670 12444678 52696611 53655695 -645557 -1582744 39567020 37949476 9240484 8037349 30326536 29912127 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 50174447 0 31761858 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. 50174447 true true false 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 false false true true false false false true 46 0 true 920 true false false false false false true true false false false false false false X 14 14 false false false false false false false true true false false false true true true true true true true true false false X Jared Close 6142250980 16 West Long Street Columbus OH 43215 ANGELA FRY CHAIRPERSON - TERM ENDED 1.0 0.0 X X 0 0 0 DIANNE FIDELIBUS VICE PRESIDENT - TERM START 1.0 0.0 X X 0 0 0 KATIE HAMILTON TREASURER - TERM START 1.0 0.0 X X 0 0 0 PATRICK HALAIKO PRESIDENT - TERM START 1.0 0.0 X X 0 0 0 STEVE SIELSCHOTT SECRETARY 1.0 0.0 X X 0 0 0 ANTHONY BURNS IMMEDIATE PAST CHAIR 1.0 1.0 X 0 0 0 ART DELEON MEMBER 1.0 0.0 X 0 0 0 DAVID LANE MEMBER 1.0 1.0 X 0 0 0 DR DAVINA HICKS MEMBER - TERM START 1.0 0.0 X 0 0 0 EILEEN GOODMAN MEMBER 1.0 0.0 X 0 0 0 JACK TRESOLINE MEMBER - TERM START 1.0 0.0 X 0 0 0 KIMBERLY STANFIELD MEMBER - TERM START 1.0 0.0 X 0 0 0 KORI MANUS MEMBER 1.0 1.0 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 298561 0 36928 REBECCA CARR CFO - TERM ENDED 40.0 2.0 X 206474 0 9297 WENDY WILLIAMS COO 40.0 0.0 X 188223 0 17695 WILLIAM LEE CEO 40.0 2.0 X 290057 0 21762 ANAND SATIANI PSYCHIATRIST 40.0 0.0 X 225402 0 22773 CHRIS KOVELL PSYCHIATRIST 40.0 0.0 X 177861 0 8755 JOAN WISSINGER DIRECTOR OF PHARMACY 40.0 0.0 X 205208 0 33283 MARIA MORENO-HEATHER PSYCHIATRIST 40.0 0.0 X 286970 0 34491 ROWNAK AHMED PSYCHIATRIST 40.0 0.0 X 294713 0 25087 2173469 0 210071 72 false true false 0 0 0 0 0 8116147 11259529 0 19375676 Patient Service Revenue 621400 19674197 19674197 0 0 Client Fees 624200 275918 275918 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 19950115 364089 0 0 364089 0 0 0 0 0 0 0 0 15834 0 0 0 15834 0 15834 15834 0 0 2118823 0 1612429 100584 506394 -100584 405810 0 0 405810 2500 0 0 2500 0 2500 0 0 0 0 0 0 28691072 16895163 11795909 11795909 0 0 Other Operating Income 900099 163018 0 0 163018 0 0 0 0 0 0 0 0 0 0 0 0 163018 52072951 31761858 0 935417 0 0 0 0 0 0 0 0 1068997 1001958 67039 0 0 0 0 0 32027062 30018585 2008477 0 961538 901238 60300 0 4604923 4316140 288783 0 2548497 2388676 159821 0 0 0 0 0 124191 0 124191 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1457951 1366520 91431 0 32595 30551 2044 0 1124458 1053941 70517 0 996797 934286 62511 0 0 0 0 0 3092359 2898431 193928 0 1161749 1088894 72855 0 0 0 0 0 21617 20261 1356 0 146311 137136 9175 0 0 0 0 0 566287 530774 35513 0 1126392 1055754 70638 0 CLIENT ASSISTANCE 1956625 1833921 122704 0 SUPPLIES 436253 408895 27358 0 OTHER EXPENSES 201093 188486 12607 0 0 0 0 0 53655695 50174447 3481248 0 3693 4133 1626761 3817835 2806076 2866032 11945782 7241304 0 0 0 0 0 0 1311254 1281406 816705 396551 13889046 8769918 5115110 5119128 15747070 17108949 0 0 0 0 194569 114138 39567020 37949476 4610926 4211570 0 0 542605 97465 0 0 0 0 0 0 2533286 1987360 0 0 1553667 1740954 9240484 8037349 X 30218569 29804160 107967 107967 0 0 0 0 0 0 30326536 29912127 39567020 37949476 -1582744 1168335 0 0 0 0 X false true true true true X 27151988 23746921 14425567 19244982 19375676 103945134 0 0 0 0 0 0 0 0 0 0 0 0 27151988 23746921 14425567 19244982 19375676 103945134 0 103945134 806169 246198 279273 336398 379923 2047961 0 0 0 0 0 0 428670 658714 315761 615527 165518 2184190 108177285 141495227 0.96088 0.95470 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 428670.0, COLUMN B - 658714.0, COLUMN C - 315761.0, COLUMN D - 615527.0, COLUMN E - 165518.0, COLUMN F - 2184190.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 75847 X false 0 511845 511845 0 11706571 7595523 4111048 0 0 0 0 0 917651 636123 281528 0 752979 538272 214707 5119128 Federal Income Taxes LEASE LIABILITIES 78310 Deferred Compensation 1662644 1740954 X 0 0 0 0 0 0 0 0 0 0 0 0 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 X false true false false false false false false false ABDUL HASAN CMO 296416 0 2145 0 0 0 11857 0 25071 0 335489 0 0 0 WILLIAM LEE CEO 276101 0 5956 0 8000 0 11590 0 10172 0 311819 0 0 0 REBECCA CARR CFO - TERM ENDED 206474 0 0 0 0 0 8259 0 1038 0 215771 0 0 0 WENDY WILLIAMS COO 185883 0 300 0 2040 0 7517 0 10178 0 205918 0 0 0 MARIA MORENO-HEATHER PSYCHIATRIST 286670 0 300 0 0 0 11467 0 23024 0 321461 0 0 0 ROWNAK AHMED PSYCHIATRIST 293636 0 800 0 277 0 0 0 25087 0 319800 0 0 0 ANAND SATIANI PSYCHIATRIST 144853 0 0 0 80549 0 9016 0 13757 0 248175 0 0 0 JOAN WISSINGER DIRECTOR OF PHARMACY 204908 0 300 0 0 0 8196 0 25087 0 238491 0 0 0 CHRIS KOVELL PSYCHIATRIST 177741 0 120 0 0 0 7110 0 1645 0 186616 0 0 0 Schedule J, Part I, Line 1a Tax indemnification and gross-up payments During calendar year 2024 Rownak Ahmed received a tax gross up payment in the amount of $277. The payment was included in taxable compensation. 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 - 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. 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