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Nonprofiteer
← SOUTHEAST MENTAL HEALTH SERVICES

Form 990 for tax year 2023

Filed by SOUTHEAST MENTAL HEALTH SERVICES.

Totals

Total revenue
$0
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$0

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,401,146 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $979,972 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $498,939 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $100,275 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $66,426 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $1,095,576 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $712,242 · end of year $0

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $1,069,416 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $5,360,676 · end of year $0

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2023

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)

Activities or mission (Part I)

AS A COMMUNITY MENTAL HEALTH CENTER, SOUTHEAST MENTAL HEALTH SERVICES (SEMHS) IS DEVOTED TO PROMOTING AND FOSTERING WELLNESS THROUGH THE PREVENTION, (CONT SCH O)

  • 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.

  • 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).

  • (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.

As filed on the 2023 return.

Listed in Part VII

  • Jania Arnoldi

    CEO

    Total calculated
    $313,389
    From this org
    $0
    From related orgs
    $274,123
    Other
    $39,266
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $252,223 related
    Bonus
    not reported + $15,000 related
    Other
    not reported + $6,900 related
    Deferred
    not reported + $11,096 related
    Nontaxable benefits
    not reported + $28,170 related
    Filer's total
    not reported + $313,389 related

  • Javier Martinez

    Chair

    Total calculated
    $180,869
    From this org
    $0
    From related orgs
    $163,662
    Other
    $17,207
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $144,374 related
    Bonus
    not reported + $10,000 related
    Other
    not reported + $9,288 related
    Deferred
    not reported + $6,696 related
    Nontaxable benefits
    not reported + $10,511 related
    Filer's total
    not reported + $180,869 related

  • Larry Helms

    Vice Chair

    Total calculated
    $180,687
    From this org
    $0
    From related orgs
    $155,854
    Other
    $24,833
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $138,861 related
    Bonus
    not reported + $10,000 related
    Other
    not reported + $6,993 related
    Deferred
    not reported + $6,104 related
    Nontaxable benefits
    not reported + $18,729 related
    Filer's total
    not reported + $180,687 related

  • Kristina Daniels

    Member

    Total calculated
    $172,326
    From this org
    $0
    From related orgs
    $165,193
    Other
    $7,133
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $154,593 related
    Bonus
    not reported + $10,000 related
    Other
    not reported + $600 related
    Deferred
    not reported + $6,116 related
    Nontaxable benefits
    not reported + $1,017 related
    Filer's total
    not reported + $172,326 related

  • Reagana Davis

    Member

    Total calculated
    $160,301
    From this org
    $0
    From related orgs
    $143,716
    Other
    $16,585
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $143,116 related
    Bonus
    not reported
    Other
    not reported + $600 related
    Deferred
    not reported + $692 related
    Nontaxable benefits
    not reported + $15,893 related
    Filer's total
    not reported + $160,301 related

  • Marisa Atencio

    Secretary

    Total calculated
    $143,445
    From this org
    $0
    From related orgs
    $116,344
    Other
    $27,101
    Hours/week
    0 + 40 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 3
RELATED ORGANIZATIONS, VALLEY-WIDE HEALTH SYSTEMS, INC, AND SOUTHEAST BEHAVIORAL HEALTH GROUP, HAVE COMPENSATION POLICIES. THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER AND THE CHIEF FINANCIAL OFFICER BY COMPARING THEIR COMPENSATION TO THE COMPENSATION OF INDIVIDUALS IN LIKE POSITIONS, IN COMPARABLE ORGANIZATIONS USING FORMS 990, COMPENSATION STUDIES, AND OTHER AVAILABLE DATA INCLUDING, BUT LIMITED TO: CCHN, BOFL AND MOUNTAIN STATE EMPLOYEE COMPENSATION SURVEYS. THE BOARD THEN APPROVES ANY CHANGES IN COMPENSATION BASED ON THIS INFORMATION. THE CHIEF EXECUTIVE OFFICER IS RESPONSIBLE FOR EVALUATING PAY RATES OF OTHER KEY EMPLOYEES USING THE SAME COMPENSATION STUDIES AND DATA.
SCHEDULE J, PART I, LINE 7
VALLEY-WIDE HEALTH SYSTEMS IS A RELATED ORGANIZATION. A BONUS WAS GIVEN TO THE CEO OF VALLEY-WIDE HEALTH SYSTEMS, AT THE DISCRETION OF THE BOARD OF DIRECTORS OF VALLEY-WIDE HEALTH SYSTEMS.
SCHEDULE J, PART II
SCHEDULE J PART III REPORTS THE FULL 2023 CALENDAR YEAR COMPENSATION FOR BOARD MEMBERS AND OFFICERS, FROM THE RELATED ORGANIZATION, VALLEY-WIDE HEALTH SYSTEMS, INC. AND DOES NOT REFLECT THE PARTIAL REPORTING PERIOD OF THE FILING ORGANIZATION, JULY 1, 2023 TO OCTOBER 31, 2023.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

5 distributions to recipients named as people, $7,142,334 in total. Counted where the filer named the recipient as a person, as filed. Who received them, and what, are not published.

Provenance

Return type
form_990
Tax year
2023
Filed
15 September 2024
IRS schema version
2023v5.1
Source object
202402569349301755

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