Southeast Mental Health Services

La Junta, COUnknown exempt organizationEIN 84-0519607

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As a community mental health center, Southeast Mental Health Services (SEMHS) is devoted to encouraging, 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. SEMHS has expanded it services to include primary care to meet the state requirements of meeting integrated care.

Mission: Form 990 Part I, line 1

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 4
filings with a surplus
Average surplus $179K a year · 1% of revenue · last 4 filings
Worth a look: a surplus in 2 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
total owed
No data yet: the filing does not give total assets.
Pt X · Ln 26
Independent board members
0
of 5 voting members
Concern: none of 5 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$0
-100% vs prior year
Spent
$0
Net assets
$0
By yearFY2020–FY2023
Revenue
$0
FY2023▼ -100%
Revenue by fiscal year
FY2020$12.3M
FY2021$12.9M
FY2022$13.8M
FY2023$12.6M
FY2023$0
Expenses
$0
FY2023▼ -100%
Expenses by fiscal year
FY2020$12.5M
FY2021$12.6M
FY2022$13.0M
FY2023$12.8M
FY2023$0
Net assets
$0
FY2023▼ -100%
Net assets by fiscal year
FY2020$4.5M
FY2021$4.7M
FY2022$5.5M
FY2023$5.4M
FY2023$0

From the FY2023 Form 990 (year ending October 2023) · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2023FY2022FY2021FY2020
Joseph Carrica III$199,964——$185,540
Jennifer Carrica$134,969——$114,226
Laura Diprince$132,600———
Louisa Sisnroy———$124,806
Divena Mortimeyer$120,081———
Paul Sedillo to 32023$116,718———
Danielle Smith$113,136———
George B Shioshita———$106,380

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Southeast Mental Health Services executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides mental health, substance abuse, and primary care services for community wellness.

Provided by the organization

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3 programs · in their own filed words · FY2023
01

(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).

Pt IX · col B
02

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…

Pt IX · col B
03

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.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2021
Total grants receivedfrom 1 funder$10K

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$0
Ln 12
Money outPt IX
$0
Ln 25
Owns and owesPt X
$0
net assets · Ln 32
Total assetsLn 16$0
LiabilitiesLn 26$0
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gains on assetsLn 7$0
Total revenueLn 12$0
Assets in detailPt X, end of year
CashLn 1$0
SavingsLn 2$0
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$0
LiabilitiesLn 26$0
Net assetsLn 32$0
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderOctober
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$5.4M$0
InvestmentsLn 11–13$1.1M$0
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$7.1M$0
LiabilitiesLn 26$1.8M$0
Net assetsLn 32$5.4M$0
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$0
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$0
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$0
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$0
Total functional expensesLn 25$0$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 $12.6M$12.8M−$146K$5.4M 990 PDF
FY2022 $13.8M$13.0M$803K$5.5M 990 PDF
FY2021 $12.9M$12.6M$237K$4.7M 990 PDF
FY2020 $12.3M$12.5M−$180K$4.5M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $0 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,421,207$0
I-9 Program service revenuePrior year $8,847,803$0
I-10 Investment incomePrior year $18,476$0
I-11 Other revenuePrior year $326,206$0
I-12 Total revenuePrior year $12,613,692$0
I-13 Grants and similar amounts paidPrior year $530,784$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $6,302,899$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $5,926,032$0
I-18 Total expensesPrior year $12,759,715$0
I-19 Revenue less expensesPrior year −$146,023$0
Part VI · Governance 0 of 5 board members independent, 1 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members0
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $0 across 7 lines filed
VIII-1h Total contributions, gifts and grants$0
VIII-3 Investment income$0
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenue$0
Part IX · Statement of functional expenses $0 across 29 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$0
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$0
IX-12 Advertising and promotion$0
IX-13 Office expenses$0
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 Insurance$0
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$0
Part X · Balance sheet $0 assets, 24 lines filed
X-1 Cash, non-interest-bearingStart of year $4,401,146$0
X-2 Savings and temporary cash investmentsStart of year $979,972$0
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $498,939$0
X-8 Inventories for sale or useStart of year $100,275$0
X-9 Prepaid expenses and deferred chargesStart of year $66,426$0
X-10c Land, buildings and equipment, netStart of year $0$0
X-11 Publicly traded securitiesStart of year $0$0
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $1,095,576$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $7,142,334$0
X-17 Accounts payable and accrued expensesStart of year $712,242$0
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $1,069,416$0
X-26 Total liabilitiesStart of year $1,781,658$0
X-27 Net assets without donor restrictionsStart of year $5,360,676$0
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $5,360,676$0
X-33 Total liabilities and net assetsStart of year $7,142,334$0
Part XI · Reconciliation of net assets $0 net assets at year end
XI-1 Total revenue$0
XI-2 Total expenses$0
XI-3 Revenue less expenses$0
XI-4 Net assets at start of year$5,360,676
XI-9 Other changes in net assets−$5,360,676
XI-10 Net assets at end of year$0

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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