Civic Intelligence

Lee'S Place Inc

990 • Fiscal year 2014 • EIN 59-3685124

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 15, 2015

216 Lake Ella DriveTallahassee, FL 32303

(850) 841-7733

Siviq Scores

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

Liabilities / Assets

59th percentile

0.01x

Higher debt load relative to assets than 59% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

67th percentile

0.02x

Higher debt load relative to revenue than 67% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

19th percentile

-14%

Higher net margin than 19% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

37th percentile

-4.0%

Faster asset growth than 37% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

18th percentile

-26%

Faster revenue growth than 18% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$482,302

Down $20,162 (-4.0%) from 2013

Net Assets

Down

$479,672

Down $22,640 (-4.5%) from 2013

Liabilities

Up

$2,630

Up $2,478 (+1630%) from 2013

Revenue

Down

$157,990

Down $56,318 (-26%) from 2013

Expenses

Down

$180,630

Down $27,024 (-13%) from 2013

Net Income

Down

-$22,640

Down $29,294 (-440%) from 2013

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $544,184Liabilities 2010: $938Net Assets 2010: $543,2462010Assets 2011: $484,796Liabilities 2011: $300Net Assets 2011: $484,4962011Assets 2012: $499,344Liabilities 2012: $3,686Net Assets 2012: $495,6582012Assets 2013: $502,464Liabilities 2013: $152Net Assets 2013: $502,3122013Assets 2014: $482,302Liabilities 2014: $2,630Net Assets 2014: $479,6722014Assets 2015: $453,227Liabilities 2015: $375Net Assets 2015: $452,8522015Assets 2016: $484,827Liabilities 2016: $982Net Assets 2016: $483,8452016Assets 2017: $464,609Liabilities 2017: $3,632Net Assets 2017: $460,9772017Assets 2018: $522,925Liabilities 2018: $1,631Net Assets 2018: $521,2942018Assets 2019: $516,871Liabilities 2019: $5Net Assets 2019: $516,8662019Assets 2020: $519,829Liabilities 2020: $466Net Assets 2020: $519,3632020Assets 2021: $554,919Liabilities 2021: $720Net Assets 2021: $554,1992021Assets 2022: $558,470Liabilities 2022: $1,163Net Assets 2022: $557,3072022Assets 2023: $581,365Liabilities 2023: $1,289Net Assets 2023: $580,0762023Assets 2024: $418,733Liabilities 2024: $29,719Net Assets 2024: $389,0142024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2014

Assets$482,302
Liabilities$2,630
Net Assets$479,672

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $214,2022010Expenses 2011: $218,5472011Expenses 2012: $212,3542012Revenue 2013: $214,308Expenses 2013: $207,654Net Income 2013: $6,6542013Revenue 2014: $157,990Expenses 2014: $180,630Net Income 2014: -$22,6402014Revenue 2015: $151,521Expenses 2015: $178,343Net Income 2015: -$26,8222015Revenue 2016: $195,462Expenses 2016: $164,469Net Income 2016: $30,9932016Revenue 2017: $193,262Expenses 2017: $216,130Net Income 2017: -$22,8682017Revenue 2018: $226,025Expenses 2018: $165,708Net Income 2018: $60,3172018Revenue 2019: $218,016Expenses 2019: $222,444Net Income 2019: -$4,4282019Revenue 2020: $256,643Expenses 2020: $254,146Net Income 2020: $2,4972020Revenue 2021: $285,226Expenses 2021: $250,391Net Income 2021: $34,8352021Revenue 2022: $249,819Expenses 2022: $246,711Net Income 2022: $3,1082022Revenue 2023: $245,951Expenses 2023: $223,182Net Income 2023: $22,7692023Revenue 2024: $120,608Expenses 2024: $311,670Net Income 2024: -$191,0622024Revenue 2025: $234,588Expenses 2025: $623,602Net Income 2025: -$389,0142025

Highlighted filing

2014

Revenue$157,990
Expenses$180,630
Net Income-$22,640
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 15, 2015
Return Version
2014v5.0
Gross Receipts
$160,247
Mission and Program Overview

Mission

To provide grief, loss, and trauma therapy.

To provide grief, loss and trauma therapy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$434,260$425,566▼ $8,694
Cash and Non-Interest-Bearing Accounts$67,361$53,796▼ $13,565
Accounts Receivable$843$2,940▲ $2,097
Total Assets$502,464$482,302▼ $20,162
Liabilities
Accounts Payable and Accrued Expenses$152$2,630▲ $2,478
Total Liabilities$152$2,630▲ $2,478
Net Assets / Fund Balance
Unrestricted Net Assets$502,312$479,672▼ $22,640
Total Net Assets Fund Balance$502,312$479,672▼ $22,640
Total Liabilities and Net Assets / Fund Balance$502,464$482,302▼ $20,162

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$147,886$80,870$228,756
Land$150,000-$150,000
Leasehold Improvements$126,451$19,739$146,190
Equipment$1,229$19,338$20,567
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jeanne KimballChairperson as of 7/1/14
Pamela AvelingImmediate Past Chairperson
Jill PopeBoard Member
Sarah RychlikBoard Member
Brenda RabalaisExecutive Director
Cecelia MaloneySecretary
Lucy WestfallSecretary as of 7/1/14
Tandy SeeryTreasurer
Ted FrazeeTreasurer as of 7/1/14
Revenue and Support

Revenue Composition

Contributions and Grants
$103,534
Program Service Revenue
$54,608
Investment Income
$5
Other Revenue
$-157
All Other Contributions
$69,285
Change in Net Assets
$-22,640
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$141,073
Other Expenses$39,557
Total Fundraising Expense$26,732
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$98,150$6,867$24,532$129,549
Occupancy$10,166$1,794-$11,960
Payroll Taxes$8,731$611$2,182$11,524
Depreciation Depletion$8,666$1,530-$10,196
Insurance$5,500$970-$6,470
Office Expenses$2,971$524-$3,495
Fees for Services Accounting$2,336$414-$2,750
Fees for Services Other$364$64-$428
Other Expenses$386$264-$386
Conferences and Meetings$203$36-$239
Advertising--$18$18
Total Functional Expenses$140,824$13,074$26,732$180,630
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$2,257
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Fund$18,335-$29-
Dovetales$14,265-$1,865-
Total Events$32,600-$1,894$-1,894
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
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, Section B, Line 11

The completed form 990 will be reviewed by the board of directors at the board meeting held following the completion of the form.

Form 990, Part VI, Section B, Line 12C

With only four employees to monitor, conflict of interest is easily discussed as the issue arises.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and its financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
LEE'S PLACE INC
EIN
59-3685124
Phone
8508417733
Address
216 LAKE ELLA DRIVE, TALLAHASSEE, FL 32303

Signing Officer

Name
Brenda Rabalais
Title
Executive Director
Phone
8508417733
Signed
2015-06-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brenda Rabalais
Formed
2000
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
6
Employees
7
Volunteers
21

Preparer

Firm
James Moore & Co Pl
Address
2477 TIM GAMBLE PLACE SUITE 200, TALLAHASSEE, FL 32308-4386
Preparer
Mark Payne
Phone
8503866184
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

Endowment fund's primary purpose is to create a principal from which a percentage of interest can be drawn to maintain the organization. The funds are held for the organization by the community foundation of north florida.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0346
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0260
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03302
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt054608
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt068910
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt060981
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt053335
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt040644
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0278478
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02105
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0418
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0173
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0346
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0260
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03302
IRS990ScheduleA/InvestmentIncomeCYPct00.00350
IRS990ScheduleA/InvestmentIncomePYPct00.00190
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99650
IRS990ScheduleA/PublicSupportPY509Pct00.99810
IRS990ScheduleA/PublicSupportTotal509Amt0947692
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0158142
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0213834
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0223345
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0160523
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0191848
IRS990ScheduleA/Total509Grp/TotalAmt0947692
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0160247
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0214252
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0223518
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0160869
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0192108
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0950994
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0147886
IRS990ScheduleD/BuildingsGrp/DepreciationAmt080870
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0228756
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt01229
IRS990ScheduleD/EquipmentGrp/DepreciationAmt019338
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt020567
IRS990ScheduleD/LandGrp/BookValueAmt0150000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0150000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0126451
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt019739
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0146190
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT FUND'S PRIMARY PURPOSE IS TO CREATE A PRINCIPAL FROM WHICH A PERCENTAGE OF INTEREST CAN BE DRAWN TO MAINTAIN THE ORGANIZATION. THE FUNDS ARE HELD FOR THE ORGANIZATION BY THE COMMUNITY FOUNDATION OF NORTH FLORIDA.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0425566
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt032600
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt018335
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt014265
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01894
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL FUND
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DOVETALES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018335
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014265
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt032600
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1894
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01894
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt029
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01865
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt07
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE COMPLETED FORM 990 WILL BE REVIEWED BY THE BOARD OF DIRECTORS AT THE BOARD MEETING HELD FOLLOWING THE COMPLETION OF THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WITH ONLY FOUR EMPLOYEES TO MONITOR, CONFLICT OF INTEREST IS EASILY DISCUSSED AS THE ISSUE ARISES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0502464
IRS990/TotalAssetsEOYAmt0482302
IRS990/TotalAssetsGrp/BOYAmt0502464
IRS990/TotalAssetsGrp/EOYAmt0482302
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0103534
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt026732
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013074
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0140824
IRS990/TotalFunctionalExpensesGrp/TotalAmt0180630
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0152
IRS990/TotalLiabilitiesEOYAmt02630
IRS990/TotalLiabilitiesGrp/BOYAmt0152
IRS990/TotalLiabilitiesGrp/EOYAmt02630
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0502312
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0479672
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0140824
IRS990/TotalProgramServiceRevenueAmt054608
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-152
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt054608
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0157990
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt021
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0502464
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0482302
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0502312

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.35$6.24$3.89
2024Detailed filing. Detailed filing data is available for this year.$4.19$0.30$3.89$1.21$3.12$1.91
2023Detailed filing. Detailed filing data is available for this year.$5.81$0.01$5.80$2.46$2.23$0.23
2022Detailed filing. Detailed filing data is available for this year.$5.58$0.01$5.57$2.50$2.47$0.03
2021Detailed filing. Detailed filing data is available for this year.$5.55$0.01$5.54$2.85$2.50$0.35
2020Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.19$2.57$2.54$0.02
2019Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$2.18$2.22$0.04
2018Detailed filing. Detailed filing data is available for this year.$5.23$0.02$5.21$2.26$1.66$0.60
2017Detailed filing. Detailed filing data is available for this year.$4.65$0.04$4.61$1.93$2.16$0.23
2016Detailed filing. Detailed filing data is available for this year.$4.85$0.01$4.84$1.95$1.64$0.31
2015Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$1.52$1.78$0.27
2014Detailed filing. Detailed filing data is available for this year.$4.82$0.03$4.80$1.58$1.81$0.23
2013Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$2.14$2.08$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.99$0.04$4.96$2.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.85$0.00$4.84$2.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.44$0.01$5.43$2.14