Civic Intelligence

Lee'S Place Inc

990 • Fiscal year 2020 • EIN 59-3685124

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 29, 2021

216 Lake Ella DrTallahassee, FL 32303-5545

(850) 841-7733

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

40th percentile

1.0%

Higher net margin than 40% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

35th percentile

0.6%

Faster asset growth than 35% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

73rd percentile

18%

Faster revenue growth than 73% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$519,829

Up $2,958 (+0.6%) from 2019

Net Assets

Up

$519,363

Up $2,497 (+0.5%) from 2019

Liabilities

Up

$466

Up $461 (+9220%) from 2019

Revenue

Up

$256,643

Up $38,627 (+18%) from 2019

Expenses

Up

$254,146

Up $31,702 (+14%) from 2019

Net Income

Up

$2,497

Up $6,925 (+156%) from 2019

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

2020

Assets$519,829
Liabilities$466
Net Assets$519,363

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

2020

Revenue$256,643
Expenses$254,146
Net Income$2,497
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 29, 2021
Return Version
2020v4.1
Gross Receipts
$257,931
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$377,781$368,249▼ $9,532
Savings and Temporary Cash Investments-$111,580-
Cash and Non-Interest-Bearing Accounts$138,199$36,092▼ $102,107
Accounts Receivable$891$3,908▲ $3,017
Total Assets$516,871$519,829▲ $2,958
Liabilities
Accounts Payable and Accrued Expenses$5$466▲ $461
Total Liabilities$5$466▲ $461
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$516,866$519,363▲ $2,497
Total Net Assets Fund Balance$516,866$519,363▲ $2,497
Total Liabilities and Net Assets / Fund Balance$516,871$519,829▲ $2,958

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$114,097$114,659-
Land$150,000--
Equipment$192$21,435-
Leasehold Improvements$103,960$42,230-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kristin WhitakerChairperson
Donovan BrownBoard Member
Harriet W WilliamsBoard Member
Kayla TwogoodBoard Member
Rita TaylorBoard Member
Brenda RabalaisExecutive Director
Carin Leigh ButlerSecretary
Danielle KosbergTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$185,052
Program Service Revenue
$65,095
Investment Income
$10
Other Revenue
$6,486
All Other Contributions
$118,391
Change in Net Assets
$2,497
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$206,210
Other Expenses$47,936
Total Fundraising Expense$39,768
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$144,561$10,114$36,133$190,808
Payroll Taxes$11,858$775$2,769$15,402
Occupancy$10,998$1,941-$12,939
Office Expenses$9,834$1,625-$11,459
Depreciation Depletion$8,101$1,430-$9,531
Insurance$5,364$947-$6,311
Fees for Services Accounting$2,124$376-$2,500
Other Expenses$825$890-$1,715
Advertising--$866$866
Fees for Services Other$618$110-$728
Total Functional Expenses$196,170$18,208$39,768$254,146
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$7,605
Fundraising Direct Expenses$1,288
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Fundraiser$27,640-$230-
Jubi-lee 2020$39,335$7,605$707$6,898
Total Events$74,266$7,605$1,288$6,317
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 35% controlled entity
No
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 11B

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
EIN
59-3685124
Phone
8508417733
Address
216 LAKE ELLA DR, TALLAHASSEE, FL 32303-5545

Signing Officer

Name
Brenda Rabalais
Title
Executive Director
Phone
8508417733
Signed
2021-07-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brenda Rabalais
Formed
2000
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
8
Employees
5
Volunteers
30

Preparer

Firm
James Moore & Co Pl
Address
2477 TIM GAMBLE PLACE SUITE 200, TALLAHASSEE, FL 32308-4386
Preparer
Mark Payne
Phone
8503866184
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt036
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt065095
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt021701
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt047232
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt055800
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt043968
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0233796
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt036
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00180
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0169
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt082
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01595
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01846
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93640
IRS990ScheduleA/PublicSupportPY509Pct00.91530
IRS990ScheduleA/PublicSupportTotal509Amt0874743
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt010050
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt07500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt010000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt015000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt015000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt057550
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0250147
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0131389
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0225877
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0192287
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0132593
IRS990ScheduleA/Total509Grp/TotalAmt0932293
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0250326
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0131392
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0225968
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0192294
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0134195
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0934175
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/BookValueAmt0114097
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0114659
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0228756
IRS990ScheduleD/EquipmentGrp/BookValueAmt0192
IRS990ScheduleD/EquipmentGrp/DepreciationAmt021435
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt021627
IRS990ScheduleD/LandGrp/BookValueAmt0150000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0150000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0103960
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt042230
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0146190
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0368249
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt066661
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt031730
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt027640
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt07291
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01288
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JUBI-LEE 2020
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ANNUAL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039335
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt027640
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07291
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt074266
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07605
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt07605
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06317
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0351
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01288
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0707
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0230
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
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 11B
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0516871
IRS990/TotalAssetsEOYAmt0519829
IRS990/TotalAssetsGrp/BOYAmt0516871
IRS990/TotalAssetsGrp/EOYAmt0519829
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0185052
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt039768
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018208
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0196170
IRS990/TotalFunctionalExpensesGrp/TotalAmt0254146
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05
IRS990/TotalLiabilitiesEOYAmt0466
IRS990/TotalLiabilitiesGrp/BOYAmt05
IRS990/TotalLiabilitiesGrp/EOYAmt0466
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0516866
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0519363
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0196170
IRS990/TotalProgramServiceRevenueAmt065095
IRS990/TotalReportableCompFromOrgAmt00

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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