Civic Intelligence

3L Place Inc.

990 • Fiscal year 2018 • EIN 26-4668957

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 30, 2019

50 Whitman StreetSomerville, MA 02144

(617) 764-3280

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

69th percentile

0.16x

Higher debt load relative to assets than 69% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

74th percentile

0.17x

Higher debt load relative to revenue than 74% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

80th percentile

$76,774

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 13.7% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

73rd percentile

14%

Faster asset growth than 73% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

76th percentile

26%

Faster revenue growth than 76% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$630,989

Up $75,687 (+14%) from 2017

Net Assets

Up

$533,124

Up $68,220 (+15%) from 2017

Liabilities

Up

$97,865

Up $7,467 (+8.3%) from 2017

Revenue

Up

$559,770

Up $115,122 (+26%) from 2017

Expenses

Down

$491,550

Down $87,593 (-15%) from 2017

Net Income

Up

$68,220

Up $202,715 (+151%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2013: $350,460Liabilities 2013: $0Net Assets 2013: $350,4602013Assets 2014: $586,530Liabilities 2014: $15,641Net Assets 2014: $570,8892014Assets 2015: $573,041Liabilities 2015: $137,254Net Assets 2015: $435,7872015Assets 2016: $800,630Liabilities 2016: $201,230Net Assets 2016: $599,4002016Assets 2017: $555,302Liabilities 2017: $90,398Net Assets 2017: $464,9042017Assets 2018: $630,989Liabilities 2018: $97,865Net Assets 2018: $533,1242018Assets 2019: $499,535Liabilities 2019: $19,647Net Assets 2019: $479,8882019Assets 2020: $569,643Liabilities 2020: $104,701Net Assets 2020: $464,9422020Assets 2021: $436,387Liabilities 2021: $124,732Net Assets 2021: $311,6552021Assets 2022: $633,049Liabilities 2022: $267,794Net Assets 2022: $365,2552022Assets 2023: $1,023,581Liabilities 2023: $499,724Net Assets 2023: $523,8572023Assets 2025: $922,352Liabilities 2025: $416,170Net Assets 2025: $506,1822025

Highlighted filing

2018

Assets$630,989
Liabilities$97,865
Net Assets$533,124

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2013: $198,913Expenses 2013: $49,624Net Income 2013: $149,2892013Revenue 2014: $392,323Expenses 2014: $171,894Net Income 2014: $220,4292014Revenue 2015: $472,818Expenses 2015: $607,920Net Income 2015: -$135,1022015Revenue 2016: $930,721Expenses 2016: $767,108Net Income 2016: $163,6132016Revenue 2017: $444,648Expenses 2017: $579,143Net Income 2017: -$134,4952017Revenue 2018: $559,770Expenses 2018: $491,550Net Income 2018: $68,2202018Revenue 2019: $482,570Expenses 2019: $535,806Net Income 2019: -$53,2362019Revenue 2020: $733,552Expenses 2020: $748,498Net Income 2020: -$14,9462020Revenue 2021: $549,062Expenses 2021: $702,349Net Income 2021: -$153,2872021Revenue 2022: $764,576Expenses 2022: $725,873Net Income 2022: $38,7032022Revenue 2023: $1,277,741Expenses 2023: $839,371Net Income 2023: $438,3702023Revenue 2025: $1,140,363Expenses 2025: $1,014,873Net Income 2025: $125,4902025

Highlighted filing

2018

Revenue$559,770
Expenses$491,550
Net Income$68,220
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 30, 2019
Return Version
2017v2.2
Gross Receipts
$559,770
Mission and Program Overview

Mission

To empower young adults with autism and other developmental disabilities to reach their individual potential, to follow their passion, and to live meaningful lives in the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$167,444$267,951▲ $100,507
Land, Buildings, and Equipment, Net$171,420$159,901▼ $11,519
Loans From Officers Directors$81,550$81,550→ $0
Accounts Receivable$15,250$35,403▲ $20,153
Prepaid Expenses and Deferred Charges$5,498$0▼ $5,498
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$555,302$630,989▲ $75,687
Other Assets Total$195,690$167,734▼ $27,956
Liabilities
Accounts Payable and Accrued Expenses$665$16,315▲ $15,650
Deferred Revenue$8,183--
Total Liabilities$90,398$97,865▲ $7,467
Net Assets / Fund Balance
Unrestricted Net Assets$431,904$475,124▲ $43,220
Temporarily Rstr Net Assets$33,000$58,000▲ $25,000
Total Net Assets Fund Balance$464,904$533,124▲ $68,220
Total Liabilities and Net Assets / Fund Balance$555,302$630,989▲ $75,687

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$171,509-$171,509
Equipment$22,033-$22,033
Other Land Buildings$-33,641$49,375$15,734
Other Assets Org$167,734--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Meghan MontgomeryClinical DirectorFT$76,774$76,774

Board Members and Trustees

NameTitle
Deborah FlaschenPresident & CEO
Bern HaanDirector
Liz BeckhardtDirector
Ricki RobinsonDirector
Kelsey GrousbeckClerk
Robert BeckettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$402,239
Program Service Revenue
$157,419
Investment Income
$112
Other Revenue
$0
All Other Contributions
$402,239
Change in Net Assets
$68,220

Audited Revenue Reconciliation

Revenue per Audited Statements
$559,770
Total Revenue per Audited Statements
$559,770
Total Revenue per Form 990
$559,770
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$312,759
Other Expenses$178,791
Total Fundraising Expense$17,049
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$186,037$32,961$16,988$235,986
Occupancy$78,897--$78,897
Current Officers, Directors, Trustees, and Key Employees$76,773--$76,773
Fees for Services Management$22,395$37,962$61$60,418
Depreciation Depletion$39,476--$39,476
Total Functional Expenses$403,578$70,923$17,049$491,550

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$491,550
Total Expenses per Audited Statements$491,550
Total Expenses per Form 990$491,550
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Deborah FlaschenRelated partyRental IncomeNo-

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$81,550$81,550→ $0
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The Form 990 is sent to each board member before filing. Any questions and/or comments are sent to the audit committee for resolution with management. One all question/issues are satisfactory resolved, each board member votes to accept the form 990 as filed.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The organization regularly and consistently monitors and enforces compliance with the policy by requiring all directors and officers to sign a conflict of interest and disclosure form annually and to affirmatively disclose potential conflicts as they arise.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Their are no other officers who are compensated

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

The organization discloses the governing documents, policies, and financial statements by registration with public charities and copies of these documents are provided upon request.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

as requested

Filing and Contact Details

Filer

Filer Name
3l Place Inc
EIN
26-4668957
Phone
6177643280
Address
50 WHITMAN STREET, SOMERVILLE, MA 02144

Signing Officer

Name
Deborah Flaschen
Title
CEO
Signed
2019-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah Flaschen
Formed
2009
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
6
Employees
23

Preparer

Firm
Ne Kelly and Associates LLC
Address
4238 WASHINGTON STREET SUITE 307, BOSTON, MA 02131-2517
Preparer
Nancy Kelly
Phone
6173905734
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IRS990/PYRevenuesLessExpensesAmt0-134495
IRS990/PYSalariesCompEmpBnftPaidAmt0364969
IRS990/PYTotalExpensesAmt0579143
IRS990/PYTotalRevenueAmt0444648
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt068220
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0402239
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0176160
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0453468
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0250778
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0392136
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01674781
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0112
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt071
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0359
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01303
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01845
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99890
IRS990ScheduleA/PublicSupportPY170Pct00.99880
IRS990ScheduleA/PublicSupportTotal170Amt01674781
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0402239
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0176160
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0453468
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0250778
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0392136
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01674781
IRS990ScheduleA/TotalSupportAmt01676626
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt022033
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt022033
IRS990ScheduleD/ExpensesSubtotalAmt0491550
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0171509
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0171509
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0167734
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Transition Curriculum
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0-33641
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt049375
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt015734
IRS990ScheduleD/RevenueSubtotalAmt0559770
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0159901
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0167734
IRS990ScheduleD/TotalExpensesPerForm990Amt0491550
IRS990ScheduleD/TotalRevenuePerForm990Amt0559770
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0559770
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0491550
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Deborah Flaschen
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Related party
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Rental Income
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Improvements
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0166050
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0Deborah Flaschen
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0President
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0Schedule L, Part 11, Loans to and From Interested persons: (A) Name of PersonDeborah Flaschen (50-52 Whitman Street, LLC)(B) Relationship with Organization: President and CEOSchedule L, Part IV, Business Transactions involving interested persons:(A) Name of Person: Deborah Flaschen (50-52 Whitman Street, LLC)(D) Decription of Transaction: RentThe Organizaiton leases real propoerty located at 50-52 Whitman Street in SomervilleMassachusetts from 50-52 Whitman Street, LLC, an Entity owned by the Organization's Founder and President. During the year ended June 30, 2016 The Organization paid $98,000 in rent related to this lease.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule L, Part V Supplemental Information
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is sent to each board member before filing. Any questions and/or comments are sent to the audit committee for resolution with management. One all question/issues are satisfactory resolved, each board member votes to accept the form 990 as filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization regularly and consistently monitors and enforces compliance with the policy by requiring all directors and officers to sign a conflict of interest and disclosure form annually and to affirmatively disclose potential conflicts as they arise.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Their are no other officers who are compensated
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization discloses the governing documents, policies, and financial statements by registration with public charities and copies of these documents are provided upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4as requested
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt033000
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt058000
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0555302
IRS990/TotalAssetsEOYAmt0630989
IRS990/TotalAssetsGrp/BOYAmt0555302
IRS990/TotalAssetsGrp/EOYAmt0630989
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0402239
IRS990/TotalEmployeeCnt023
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt017049
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt070923
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0403578
IRS990/TotalFunctionalExpensesGrp/TotalAmt0491550
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt090398
IRS990/TotalLiabilitiesEOYAmt097865
IRS990/TotalLiabilitiesGrp/BOYAmt090398
IRS990/TotalLiabilitiesGrp/EOYAmt097865
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0464904
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0533124
IRS990/TotalProgramServiceExpensesAmt0403578
IRS990/TotalProgramServiceRevenueAmt0157419
IRS990/TotalReportableCompFromOrgAmt076774
IRS990/TotalRevenueGrp/ExclusionAmt0157531
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0559770
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0555302
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0630989
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0431904
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0475124
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.3LPLACE.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-01-14 16:20:31Z

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