SOUTHEAST INSTITUTE (EIN 561047471) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1969

Legal Domicile

Principal Officer

VANN S JOINES

Phone

9199291171

Tax Period

2023-01-01 to 2023-12-31

SOUTHEAST INSTITUTE, founded in 1969, is a small nonprofit in the Mental Health sector that reported $305K in total revenue in fiscal year 2023.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $304,526

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $304,526

Expense Breakdown

Grants Paid $0

Salaries & Benefits $123,031

Fundraising Expenses $0

Program Expenses $317,708

Other Expenses $194,677

TOTAL EXPENSES $317,708

Year-over-Year Comparison

	2023	2022	Change
Revenue	$304,526	$298,232	+0.0%
Expenses	$317,708	$291,955	+0.1%
Net Income	$-13,182	$6,277	-3.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$69,838

Total Directors

$69,838

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VANN S JOINES PHD	PRESIDENT	40.00	Officer Director	$60,000	$9,838	$69,838
CHELLIE M JOINES JD	SECRETARY/TREASURER	0.00	Officer Director	$0	$0	$0
DAVID HAWKINS MD	DIRECTOR	0.00	Director	$0	$0	$0
SUSAN LEWIS JD	DIRECTOR	0.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$304,526	$317,708	$37,304	$-13,182
2022	$298,232	$291,955	$46,852	$6,277
2021	$249,941	$303,619	$46,341	$-53,678
2020	$280,088	$273,328	$102,141	$6,760
2019	$270,421	$283,565	$89,556	$-13,144
2018	$382,260	$380,443	$101,645	$1,817

SOUTHEAST INSTITUTE