Civic Intelligence

Southeast Institute for Group and Family Therapy

990 • Fiscal year 2017 • EIN 56-1047471

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

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

81st percentile

0.34x

Higher debt load relative to assets than 81% of similar nonprofits.

2017 filings • NTEE F • <$500k nonprofits • Source year 2017

Liabilities / Revenue

76th percentile

0.10x

Higher debt load relative to revenue than 76% of similar nonprofits.

2017 filings • NTEE F • <$500k nonprofits • Source year 2017

Net Margin

49th percentile

4.2%

Higher net margin than 49% of similar nonprofits.

2017 filings • NTEE F • <$500k nonprofits • Source year 2017

Top Officer Pay

95th percentile

$99,550

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 21.6% of source-year revenue.

2017 filings • NTEE F • <$500k nonprofits • Source year 2017

Asset Growth

77th percentile

40%

Faster asset growth than 77% of similar nonprofits.

2017 filings • NTEE F • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

50th percentile

7.2%

Faster revenue growth than 50% of similar nonprofits.

2017 filings • NTEE F • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$129,460

Up $36,881 (+40%) from 2016

Net Assets

Up

$85,331

Up $19,324 (+29%) from 2016

Liabilities

Up

$44,129

Up $17,557 (+66%) from 2016

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin49th percentile

Revenue

Up

$461,603

Up $30,842 (+7.2%) from 2016

Expenses

Up

$442,279

Up $35,976 (+8.9%) from 2016

Net Income

Down

$19,324

Down $5,134 (-21%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2017

Assets$129,460
Liabilities$44,129
Net Assets$85,331
Open 2017 Filing

Operations Trend

Revenue Growth50th 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

2017

Revenue$461,603
Expenses$442,279
Net Income$19,324
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.3
Gross Receipts
$461,603
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$67,559$82,990▲ $15,431
Cash and Non-Interest-Bearing Accounts$22,631$41,169▲ $18,538
Land, Buildings, and Equipment, Net$2,389$5,301▲ $2,912
Total Assets$92,579$129,460▲ $36,881
Liabilities
Other Liabilities$14,683$29,255▲ $14,572
Accounts Payable and Accrued Expenses$11,889$14,874▲ $2,985
Total Liabilities$26,572$44,129▲ $17,557
Net Assets / Fund Balance
Unrestricted Net Assets$66,007$85,331▲ $19,324
Total Net Assets Fund Balance$66,007$85,331▲ $19,324
Total Liabilities and Net Assets / Fund Balance$92,579$129,460▲ $36,881

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,301$33,251-
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vann S Joines PhdPresidentFT$88,000$11,550$99,550
Emily Keller PhdDirectorFT$31,250-$31,250

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$461,603
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$461,603
Change in Net Assets
$19,324
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$242,799
Salaries, Compensation, and Employee Benefits$199,480
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$119,306--$119,306
Current Officers, Directors, Trustees, and Key Employees$119,250--$119,250
Other Salaries and Wages$39,827--$39,827
Occupancy$32,500--$32,500
All Other Expenses$15,275--$15,275
Pension Plan Contributions$13,629--$13,629
Payroll Taxes$13,418--$13,418
Other Employee Benefits$13,356--$13,356
Information Technology$11,938--$11,938
Office Expenses$10,234--$10,234
Advertising$7,948--$7,948
Travel$4,462--$4,462
Other Expenses$4,025--$4,025
Depreciation Depletion$1,497--$1,497
Insurance$910--$910
Conferences and Meetings$586--$586
Interest$302--$302
Total Functional Expenses$442,279$0$0$442,279
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$22,017
Payroll Liabilities$7,238
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
2018-11-12
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
4
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 119,306. Management and general expenses 0. Fundraising expenses 0. Total expenses 119,306.”

Raw XML Appendix352 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.

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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION DID NOT USE THE MEDIA FOR SOLICITING STUDENTS
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION DID NOT SOLICIT CONTRIBUTIONS
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
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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 119,306. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 119,306.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0442279
IRS990/TotalFunctionalExpensesGrp/TotalAmt0442279
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt026572
IRS990/TotalLiabilitiesEOYAmt044129
IRS990/TotalLiabilitiesGrp/BOYAmt026572
IRS990/TotalLiabilitiesGrp/EOYAmt044129
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt066007
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt085331
IRS990/TotalOtherCompensationAmt011550
IRS990/TotalProgramServiceExpensesAmt0442279
IRS990/TotalReportableCompFromOrgAmt0119250
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0461603
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt092579
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0129460
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt04462
IRS990/TravelGrp/TotalAmt04462
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt066007
IRS990/UnrestrictedNetAssetsGrp/EOYAmt085331
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0CHAPEL HILL
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027517
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.SEINSTITUTE.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VANN S JOINES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09199291171
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHEAST INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
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ReturnHeader/Filer/PhoneNum09199291171
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DE9EBB43A7203BAF74B5955997C78A1CBFBF3E85
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DE9EBB43A7203BAF74B5955997C78A1CBFBF3E85
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.57.15.218
ReturnHeader/FilingSecurityInformation/IPDt02018-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:42:23
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/ReturnTs02018-11-14T07:27:04-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$129,460
Liabilities
$44,129
Net assets
$85,331
Revenue
$461,603
Expenses
$442,279
Net income
$19,324
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