Civic Intelligence

Southeast Institute for Group and Family Therapy

990 • Fiscal year 2020 • EIN 56-1047471

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 21, 2021

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

75th percentile

0.21x

Higher debt load relative to assets than 75% of similar nonprofits.

2020 filings • NTEE F • <$500k nonprofits • Source year 2020

Liabilities / Revenue

68th percentile

0.08x

Higher debt load relative to revenue than 68% of similar nonprofits.

2020 filings • NTEE F • <$500k nonprofits • Source year 2020

Net Margin

45th percentile

2.4%

Higher net margin than 45% of similar nonprofits.

2020 filings • NTEE F • <$500k nonprofits • Source year 2020

Top Officer Pay

91st percentile

$71,038

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 25.4% of source-year revenue.

2020 filings • NTEE F • <$500k nonprofits • Source year 2020

Asset Growth

60th percentile

14%

Faster asset growth than 60% of similar nonprofits.

2020 filings • NTEE F • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

61st percentile

3.6%

Faster revenue growth than 61% of similar nonprofits.

2020 filings • NTEE F • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$102,141

Up $12,585 (+14%) from 2019

Net Assets

Up

$80,764

Up $6,760 (+9.1%) from 2019

Liabilities

Up

$21,377

Up $5,825 (+37%) from 2019

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin45th percentile

Revenue

Up

$280,088

Up $9,667 (+3.6%) from 2019

Expenses

Down

$273,328

Down $10,237 (-3.6%) from 2019

Net Income

Up

$6,760

Up $19,904 (+151%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2020

Assets$102,141
Liabilities$21,377
Net Assets$80,764
Open 2020 Filing

Operations Trend

Revenue Growth61st 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

2020

Revenue$280,088
Expenses$273,328
Net Income$6,760
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 21, 2021
Return Version
2020v4.1
Gross Receipts
$280,088
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
Cash and Non-Interest-Bearing Accounts$46,614$58,803▲ $12,189
Accounts Receivable$40,542$41,697▲ $1,155
Land, Buildings, and Equipment, Net$2,400$1,641▼ $759
Total Assets$89,556$102,141▲ $12,585
Liabilities
Accounts Payable and Accrued Expenses$13,008$11,653▼ $1,355
Other Liabilities$2,544$9,724▲ $7,180
Total Liabilities$15,552$21,377▲ $5,825
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$74,004$80,764▲ $6,760
Total Net Assets Fund Balance$74,004$80,764▲ $6,760
Total Liabilities and Net Assets / Fund Balance$89,556$102,141▲ $12,585

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,641$36,911-
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vann S Joines PhdPresidentFT$65,000$6,038$71,038

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$280,088
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$280,088
Change in Net Assets
$6,760
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$137,165
Other Expenses$136,163
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$65,000--$65,000
Fees for Services Other$53,886--$53,886
Other Salaries and Wages$42,800--$42,800
Occupancy$30,180--$30,180
Pension Plan Contributions$12,880--$12,880
Payroll Taxes$10,447--$10,447
Information Technology$9,603--$9,603
Other Employee Benefits$6,038--$6,038
Office Expenses$5,875--$5,875
Advertising$3,715--$3,715
Other Expenses$1,949--$1,949
Insurance$1,861--$1,861
All Other Expenses$1,224--$1,224
Travel$957--$957
Conferences and Meetings$831--$831
Depreciation Depletion$759--$759
Total Functional Expenses$273,328$0$0$273,328
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
Payroll Liabilities$9,724
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
2021-09-21
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 53,886. Management and general expenses 0. Fundraising expenses 0. Total expenses 53,886.”

Raw XML Appendix340 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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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 53,886. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 53,886.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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IRS990/TotalProgramServiceExpensesAmt0273328
IRS990/TotalReportableCompFromOrgAmt065000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0280088
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt089556
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0102141
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0957
IRS990/TravelGrp/TotalAmt0957
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/WhistleblowerPolicyInd00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum09199291171
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHEAST INSTITUTE
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ReturnHeader/PreparerPersonGrp/PhoneNum03362496856
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER EVERHART
ReturnHeader/ReturnTs02021-09-27T07:20:48-05:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$102,141
Liabilities
$21,377
Net assets
$80,764
Revenue
$280,088
Expenses
$273,328
Net income
$6,760
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