Civic Intelligence

Southeast Institute for Group and Family Therapy

990 • Fiscal year 2016 • EIN 56-1047471

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 08, 2017

Organization ProfileWWW.SEINSTITUTE.COM

View Organization Page

659 Edwards RidgeChapel Hill, NC 27517

(919) 929-1171

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

80th percentile

0.29x

Higher debt load relative to assets than 80% of similar nonprofits.

2016 filings • NTEE F • <$500k nonprofits • Source year 2016

Liabilities / Revenue

72nd percentile

0.06x

Higher debt load relative to revenue than 72% of similar nonprofits.

2016 filings • NTEE F • <$500k nonprofits • Source year 2016

Net Margin

59th percentile

5.7%

Higher net margin than 59% of similar nonprofits.

2016 filings • NTEE F • <$500k nonprofits • Source year 2016

Top Officer Pay

95th percentile

$108,088

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 25.1% of source-year revenue.

2016 filings • NTEE F • <$500k nonprofits • Source year 2016

Asset Growth

76th percentile

36%

Faster asset growth than 76% of similar nonprofits.

2016 filings • NTEE F • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

2016 filings • NTEE F • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$92,579

Up $24,576 (+36%) from 2015

Net Assets

Up

$66,007

Up $24,458 (+59%) from 2015

Liabilities

Up

$26,572

Up $118 (+0.4%) from 2015

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin59th percentile

Revenue

Up

$430,761

Up $57,067 (+15%) from 2015

Expenses

Up

$406,303

Up $42,109 (+12%) from 2015

Net Income

Up

$24,458

Up $14,958 (+157%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2011: $59,720Liabilities 2011: $26,993Net Assets 2011: $32,7272011Assets 2012: $57,725Liabilities 2012: $30,961Net Assets 2012: $26,7642012Assets 2013: $54,069Liabilities 2013: $42,374Net Assets 2013: $11,6952013Assets 2014: $67,965Liabilities 2014: $35,916Net Assets 2014: $32,0492014Assets 2015: $68,003Liabilities 2015: $26,454Net Assets 2015: $41,5492015Assets 2016: $92,579Liabilities 2016: $26,572Net Assets 2016: $66,0072016Assets 2017: $129,460Liabilities 2017: $44,129Net Assets 2017: $85,3312017Assets 2018: $101,645Liabilities 2018: $14,497Net Assets 2018: $87,1482018Assets 2019: $89,556Liabilities 2019: $15,552Net Assets 2019: $74,0042019Assets 2020: $102,141Liabilities 2020: $21,377Net Assets 2020: $80,7642020Assets 2021: $46,341Liabilities 2021: $19,255Net Assets 2021: $27,0862021Assets 2022: $46,852Liabilities 2022: $13,489Net Assets 2022: $33,3632022Assets 2023: $37,304Liabilities 2023: $17,123Net Assets 2023: $20,1812023Assets 2024: $47,478Liabilities 2024: $20,792Net Assets 2024: $26,6862024

Highlighted filing

2016

Assets$92,579
Liabilities$26,572
Net Assets$66,007
Open 2016 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $359,689Expenses 2011: $340,346Net Income 2011: $19,3432011Revenue 2012: $356,968Expenses 2012: $362,931Net Income 2012: -$5,9632012Revenue 2013: $335,208Expenses 2013: $350,277Net Income 2013: -$15,0692013Revenue 2014: $353,867Expenses 2014: $333,513Net Income 2014: $20,3542014Revenue 2015: $373,694Expenses 2015: $364,194Net Income 2015: $9,5002015Revenue 2016: $430,761Expenses 2016: $406,303Net Income 2016: $24,4582016Revenue 2017: $461,603Expenses 2017: $442,279Net Income 2017: $19,3242017Revenue 2018: $382,260Expenses 2018: $380,443Net Income 2018: $1,8172018Revenue 2019: $270,421Expenses 2019: $283,565Net Income 2019: -$13,1442019Revenue 2020: $280,088Expenses 2020: $273,328Net Income 2020: $6,7602020Revenue 2021: $249,941Expenses 2021: $303,619Net Income 2021: -$53,6782021Revenue 2022: $298,232Expenses 2022: $291,955Net Income 2022: $6,2772022Revenue 2023: $304,526Expenses 2023: $317,708Net Income 2023: -$13,1822023Revenue 2024: $313,683Expenses 2024: $307,178Net Income 2024: $6,5052024

Highlighted filing

2016

Revenue$430,761
Expenses$406,303
Net Income$24,458
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 8, 2017
Return Version
2016v3.0
Gross Receipts
$430,761
Mission and Program Overview

Mission

Southeast institute is committed to offering the highest quality training and supervision for mental health professionals and to developing increasingly effective models for individual and social change.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$57,360$67,559▲ $10,199
Cash and Non-Interest-Bearing Accounts$7,170$22,631▲ $15,461
Land, Buildings, and Equipment, Net$3,473$2,389▼ $1,084
Total Assets$68,003$92,579▲ $24,576
Liabilities
Other Liabilities$12,473$14,683▲ $2,210
Accounts Payable and Accrued Expenses$13,981$11,889▼ $2,092
Total Liabilities$26,454$26,572▲ $118
Net Assets / Fund Balance
Unrestricted Net Assets$41,549$66,007▲ $24,458
Total Net Assets Fund Balance$41,549$66,007▲ $24,458
Total Liabilities and Net Assets / Fund Balance$68,003$92,579▲ $24,576

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,389$32,654-
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vann S Joines PhdPresidentFT$96,000$12,088$108,088

Board Members and Trustees

NameTitle
David Hawkins MdDirector
Emily Keller PhdDirector
Susan Lewis JdDirector
Chellie M Joines JdSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$430,681
Program Service Revenue
$0
Investment Income
$80
Other Revenue
$0
All Other Contributions
$430,681
Change in Net Assets
$24,458
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$225,905
Salaries, Compensation, and Employee Benefits$180,398
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$117,921--$117,921
Current Officers, Directors, Trustees, and Key Employees$96,000--$96,000
Other Salaries and Wages$39,280--$39,280
Occupancy$30,000--$30,000
Other Employee Benefits$21,524--$21,524
Pension Plan Contributions$13,245--$13,245
Information Technology$11,722--$11,722
Advertising$11,508--$11,508
All Other Expenses$10,394--$10,394
Payroll Taxes$10,349--$10,349
Office Expenses$9,919--$9,919
Other Expenses$3,117--$3,117
Conferences and Meetings$1,998--$1,998
Travel$1,495--$1,495
Insurance$1,405--$1,405
Depreciation Depletion$1,084--$1,084
Interest$541--$541
Total Functional Expenses$406,303$0$0$406,303
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Income$11,554
Payroll Liabilities$3,129
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The officers review the 990 tax return before being submitted to the irs.”

Form 990, Part VI, Section B, Line 15

“An independent board of directors approves the budget.”

Form 990, Part VI, Section C, Line 19

“N/A”

Filing and Contact Details

Filer

Filer Name
Southeast Institute
EIN
56-1047471
Phone
9199291171
Address
659 EDWARDS RIDGE, CHAPEL HILL, NC 27517

Signing Officer

Name
Vann S Joines
Title
President
Phone
9199291171
Signed
2017-08-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vann S Joines
Formed
1969
Legal Domicile
Nc
Voting Board Members
4
Independent Board Members
4
Employees
2
Volunteers
0

Preparer

Firm
Turlington and Company Llp
Address
PO BOX 1697, LEXINGTON, NC 27293-1697
Preparer
Jennifer Everhart
Phone
3362496856
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Professional services: program service expenses 117,921. Management and general expenses 0. Fundraising expenses 0. Total expenses 117,921.”

Raw XML Appendix353 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt013981
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt011889
IRS990/AccountsReceivableGrp/BOYAmt057360
IRS990/AccountsReceivableGrp/EOYAmt067559
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SOUTHEAST INSTITUTE IS COMMITTED TO OFFERING THE HIGHEST QUALITY TRAINING AND SUPERVISION FOR MENTAL HEALTH PROFESSIONALS AND TO DEVELOPING INCREASINGLY EFFECTIVE MODELS FOR INDIVIDUAL AND SOCIAL CHANGE.
IRS990/AdvertisingGrp/ProgramServicesAmt011508
IRS990/AdvertisingGrp/TotalAmt011508
IRS990/AllOtherContributionsAmt0430681
IRS990/AllOtherExpensesGrp/ProgramServicesAmt010394
IRS990/AllOtherExpensesGrp/TotalAmt010394
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CHELLIE JOINES
IRS990/BooksInCareOfDetail/PhoneNum09199291171
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0659 EDWARDS RIDGE ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHAPEL HILL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd027517
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt07170
IRS990/CashNonInterestBearingGrp/EOYAmt022631
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt096000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt096000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01998
IRS990/ConferencesMeetingsGrp/TotalAmt01998
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0430681
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt080
IRS990/CYOtherExpensesAmt0225905
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt024458
IRS990/CYSalariesCompEmpBnftPaidAmt0180398
IRS990/CYTotalExpensesAmt0406303
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0430761
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01084
IRS990/DepreciationDepletionGrp/TotalAmt01084
IRS990/Desc0ORGANIZATION CONDUCTS TRAINING SESSIONS FOR STUDENTS IN THE MENTAL HEALTH PROFESSIONS. APPROXIMATELY 144 STUDENTS WERE SERVED IN 2016.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0406303
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0117921
IRS990/FeesForServicesOtherGrp/TotalAmt0117921
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt012088
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0VANN S JOINES PHD
IRS990/Form990PartVIISectionAGrp/PersonNm1CHELLIE M JOINES JD
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID HAWKINS MD
IRS990/Form990PartVIISectionAGrp/PersonNm3SUSAN LEWIS JD
IRS990/Form990PartVIISectionAGrp/PersonNm4EMILY KELLER PHD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt096000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01969
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0430761
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt011722
IRS990/InformationTechnologyGrp/TotalAmt011722
IRS990/InsuranceGrp/ProgramServicesAmt01405
IRS990/InsuranceGrp/TotalAmt01405
IRS990/InterestGrp/ProgramServicesAmt0541
IRS990/InterestGrp/TotalAmt0541
IRS990/InvestmentIncomeGrp/ExclusionAmt080
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt080
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt032654
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03473
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02389
IRS990/LandBldgEquipCostOrOtherBssAmt035043
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SOUTHEAST INSTITUTE IS COMMITTED TO OFFERING THE HIGHEST QUALITY TRAINING AND SUPERVISION FOR MENTAL HEALTH PROFESSIONALS AND TO DEVELOPING INCREASINGLY EFFECTIVE MODELS FOR INDIVIDUAL AND SOCIAL CHANGE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt041549
IRS990/NetAssetsOrFundBalancesEOYAmt066007
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt030000
IRS990/OccupancyGrp/TotalAmt030000
IRS990/OfficeExpensesGrp/ProgramServicesAmt09919
IRS990/OfficeExpensesGrp/TotalAmt09919
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt021524
IRS990/OtherEmployeeBenefitsGrp/TotalAmt021524
IRS990/OtherExpensesGrp/Desc0UTILITIES & PHONE
IRS990/OtherExpensesGrp/Desc1BANK AND CHARGE CARD FE
IRS990/OtherExpensesGrp/Desc2ACCOUNTING & LEGAL
IRS990/OtherExpensesGrp/Desc3BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt012512
IRS990/OtherExpensesGrp/ProgramServicesAmt17635
IRS990/OtherExpensesGrp/ProgramServicesAmt24654
IRS990/OtherExpensesGrp/ProgramServicesAmt33117
IRS990/OtherExpensesGrp/TotalAmt012512
IRS990/OtherExpensesGrp/TotalAmt17635
IRS990/OtherExpensesGrp/TotalAmt24654
IRS990/OtherExpensesGrp/TotalAmt33117
IRS990/OtherLiabilitiesGrp/BOYAmt012473
IRS990/OtherLiabilitiesGrp/EOYAmt014683
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt039280
IRS990/OtherSalariesAndWagesGrp/TotalAmt039280
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt010349
IRS990/PayrollTaxesGrp/TotalAmt010349
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt013245
IRS990/PensionPlanContributionsGrp/TotalAmt013245
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0VANN S JOINES
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0373692
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02
IRS990/PYOtherExpensesAmt0193326
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt09500
IRS990/PYSalariesCompEmpBnftPaidAmt0170868
IRS990/PYTotalExpensesAmt0364194
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0373694
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt024458
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0430681
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt02389
IRS990ScheduleD/EquipmentGrp/DepreciationAmt032654
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt035043
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt011554
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13129
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED INCOME
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02389
IRS990ScheduleD/TotalLiabilityAmt014683
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd00
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd00
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION DID NOT USE THE MEDIA FOR SOLICITING STUDENTS IN 2016
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION DID NOT SOLICIT CONTRIBUTIONS IN 2016
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE OFFICERS REVIEW THE 990 TAX RETURN BEFORE BEING SUBMITTED TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AN INDEPENDENT BOARD OF DIRECTORS APPROVES THE BUDGET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 117,921. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 117,921.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt068003
IRS990/TotalAssetsEOYAmt092579
IRS990/TotalAssetsGrp/BOYAmt068003
IRS990/TotalAssetsGrp/EOYAmt092579
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0430681
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0406303
IRS990/TotalFunctionalExpensesGrp/TotalAmt0406303
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt026454
IRS990/TotalLiabilitiesEOYAmt026572
IRS990/TotalLiabilitiesGrp/BOYAmt026454
IRS990/TotalLiabilitiesGrp/EOYAmt026572
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt041549
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt066007
IRS990/TotalOtherCompensationAmt012088
IRS990/TotalProgramServiceExpensesAmt0406303
IRS990/TotalReportableCompFromOrgAmt096000
IRS990/TotalRevenueGrp/ExclusionAmt080
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0430761
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt068003
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt092579
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt01495
IRS990/TravelGrp/TotalAmt01495
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt041549
IRS990/UnrestrictedNetAssetsGrp/EOYAmt066007
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0659 EDWARDS RIDGE
IRS990/USAddress/CityNm0CHAPEL HILL
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027517
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.SEINSTITUTE.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VANN S JOINES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09199291171
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHEAST INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0561047471
ReturnHeader/Filer/PhoneNum09199291171
ReturnHeader/Filer/USAddress/AddressLine1Txt0659 EDWARDS RIDGE
ReturnHeader/Filer/USAddress/CityNm0CHAPEL HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027517
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01564707E74A105DEAEE5253FF6AF95765FA304FA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01564707E74A105DEAEE5253FF6AF95765FA304FA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.57.15.218
ReturnHeader/FilingSecurityInformation/IPDt02017-08-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:54:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560817345
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TURLINGTON AND COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1697
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0272931697
ReturnHeader/PreparerPersonGrp/PhoneNum03362496856
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER EVERHART
ReturnHeader/ReturnTs02017-08-16T12:50:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,579
Liabilities
$26,572
Net assets
$66,007
Revenue
$430,761
Expenses
$406,303
Net income
$24,458
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.47$0.21$0.27$3.14$3.07$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.37$0.17$0.20$3.05$3.18$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.47$0.13$0.33$2.98$2.92$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.46$0.19$0.27$2.50$3.04$0.54
2020Detailed filing. Detailed filing data is available for this year.$1.02$0.21$0.81$2.80$2.73$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.90$0.16$0.74$2.70$2.84$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.02$0.14$0.87$3.82$3.80$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.29$0.44$0.85$4.62$4.42$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.27$0.66$4.31$4.06$0.24
2015Summary only. Only limited summary data is available for this year.$0.68$0.26$0.42$3.74$3.64$0.10
2014Summary only. Only limited summary data is available for this year.$0.68$0.36$0.32$3.54$3.34$0.20
2013Summary only. Only limited summary data is available for this year.$0.54$0.42$0.12$3.35$3.50$0.15
2012Summary only. Only limited summary data is available for this year.$0.58$0.31$0.27$3.57$3.63$0.06
2011Summary only. Only limited summary data is available for this year.$0.60$0.27$0.33$3.60$3.40$0.19