SOUTHEAST MENTAL HEALTH SERVICES

EIN: 840519607 501(c)(3)

Alamosa, CO

Total Revenue
$12,613,692
Total Expenses
$12,759,715
Total Assets
$7,142,334
Net Assets
$5,360,676
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Financial Trends

Organization Details

Formation Year
1960
Legal Domicile
CO
Principal Officer
JANIA ARNOLDI
Phone
7195895161
Tax Period
2022-07-01 to 2023-06-30

SOUTHEAST MENTAL HEALTH SERVICES, founded in 1960, is a mid-sized nonprofit that reported $12.6M in total revenue in fiscal year 2022. Revenue decreased 9% compared to the prior year.

Mission

AS A COMMUNITY MENTAL HELATH CENTER, SOUTHEAST MENTAL HEALTH SERVICES (SEMHS) IS DEVOTED TO PROMOTING AND FOSTERING WELLNESS THROUGH THE PREVENTION, EARLY DETECTION AND TREATMENT OF MENTAL ILLNESS AND SUBSTANCE ABUSE BY PROVIDING A COMPREHENSIVE RANGE OF (CONT SCH O)

Program Service Accomplishments

Program 1
Expenses: $9,202,056 Revenue: $9,174,009

AS A COMMUNITY MENTAL HEALTH CENTER, SOUTHEAST MENTAL HEALTH SERVICES (SEMHS) IS DEVOTED TO PROMOTING AND FOSTERING WELLNESS THROUGH THE PREVENTION, EARLY DETECTION AND TREATMENT OF MENTAL ILLNESS...

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AS A COMMUNITY MENTAL HEALTH CENTER, SOUTHEAST MENTAL HEALTH SERVICES (SEMHS) IS DEVOTED TO PROMOTING AND FOSTERING WELLNESS THROUGH THE PREVENTION, EARLY DETECTION AND TREATMENT OF MENTAL ILLNESS AND SUBSTANCE ABUSE BY PROVIDING A COMPREHENSIVE RANGE OF HIGH-QUALITY SERVICES AND EDUCATION IN THE MOST EFFICIENT AND EFFECTIVE MANNER FOR THE RESIDENTS AND THE COMMUNITIES OF BACA, BENT, CROWLEY, KIOWA, OTERO, AND PROWERS COUNTIES.

Program 2

During the fiscal year ending 6-30-2023, Southeast Mental Health Services's board of directors and officers expanded to include the officers and board of directors of valley-wide health system. The...

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During the fiscal year ending 6-30-2023, Southeast Mental Health Services's board of directors and officers expanded to include the officers and board of directors of valley-wide health system. The expansion came from enactment of a Memorandum of Understanding (MOU) between valley-wide health system and Southeast Mental Health Services (Southeast).

Program 3

(CONTINUED) Southeast operated as a Community Mental Health Center and is affiliated with Southeast Behavioral Health Group, Partnership for Progress, Family Guidance Institute, and Southeast...

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(CONTINUED) Southeast operated as a Community Mental Health Center and is affiliated with Southeast Behavioral Health Group, Partnership for Progress, Family Guidance Institute, and Southeast Wellness Works, LLC (collectively, the Health Group). To better serve its communities and to capitalize on available synergies the Boards of Directors of Valley-Wide Health System and the Health Group deemed it to be in the best interest of all parties for Valley-Wide Health System to enter into a transaction with Southeast and its respective affiliates. As a result of the agreement, valley-wide health system became a related entity of the Southeast Mental Health Services.

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $3,421,207
Program Service Revenue $8,847,803
Investment Income $18,476
Other Revenue $326,206
TOTAL REVENUE $12,613,692

Expense Breakdown

Grants Paid $530,784
Salaries & Benefits $6,302,899
Fundraising Expenses $57,015
Program Expenses $9,202,056
Other Expenses $5,926,032
TOTAL EXPENSES $12,759,715

Year-over-Year Comparison

2022 2021 Change
Revenue $12,613,692 $13,845,692 -0.1%
Expenses $12,759,715 $13,042,247 0.0%
Net Income $-146,023 $803,445 -1.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
5
Independent Members
N/A
Employees
203
Volunteers
1

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
11
$1,273,928
Total Directors
14
$635,406
Key Employees
0
$0
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JANIA ARNOLDI CEO (FROM 3/2023) 1.0
Officer
$0 $35,625 $292,543
JOSEPH CARRICA III CEO (TO 03/2023) 40.0
Officer
$199,964 $43,087 $243,051
JAVIER MARTINEZ board president(FROM 3/2023) 1.0
Officer Director
$0 $22,007 $171,269
KRISTINA DANIELS board member(FROM 3/2023) 1.0
Director
$0 $6,397 $156,680
PAUL SEDILLO to 32023 EXEC. dir. Wellness Works 40.0
Highest
$116,718 $39,134 $155,852
DANIELLE SMITH CAO (to 3/2023) 40.0
Highest
$113,136 $38,047 $151,183
LARRY HELMS vice chair (FROM 3/2023) 1.0
Officer Director
$0 $20,741 $150,598
LAURA DIPRINCE COO TO (3/2023) 40.0
Officer
$132,600 $16,131 $148,731
JENNIFER CARRICA CIO 40.0
Highest
$134,969 $10,008 $144,977
DIVENA MORTIMEYER CFO (to 3/2023) 40.0
Officer
$120,081 $17,169 $137,250
JEAN LARSEN CHRO (to 10/2022) 40.0
Highest
$103,049 $25,299 $128,348
MARISA ATENCIO secretary (from 3/2023) 1.0
Officer Director
$0 $26,660 $124,470
REGANA DAVIS BOARD MEMBER(FROM 03/2023) 1.0
Director
$0 $394 $20,990
CAROL NOLL PRESIDENT (To 3/2023) 1.0
Officer Director
$2,016 $0 $2,016
JOHN SPANO Board Member (3/2023 - 5/2023) 1.0
Director
$1,633 $0 $1,633
DENNIS PEARSON SECRETARY (To 3/2023) 1.0
Officer Director
$1,500 $0 $1,500
ROB KEENAN BOARD MEMBER (To 3/2023) 1.0
Director
$1,500 $0 $1,500
CHRISTINE BULLOCK TREASURER (To 3/2023) 1.0
Officer Director
$1,250 $0 $1,250
TREVOR LACOST VICE PRESIDENT (To 3/2023) 1.0
Officer Director
$1,250 $0 $1,250
DUANE GURULE BOARD MEMBER (To 3/2023) 1.0
Director
$1,250 $0 $1,250
JESSAMI GRAHAM BOARD MEMBER (To 3/2023) 1.0
Director
$1,000 $0 $1,000
JOLYNN IDLER BOARD MEMBER (To 3/2023) 1.0
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
2023 $12,613,692 $12,759,715 $7,142,334 $-146,023
2023 No data No data No data No data
2022 $13,845,692 $13,042,247 $6,321,286 $803,445
2021 $12,884,281 $12,647,454 $5,796,211 $236,827
2020 $12,292,836 $12,472,671 $6,187,767 $-179,835
2019 $12,471,218 $10,130,836 $5,626,742 $2,340,382
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