Civic Intelligence

Bo'S Place

990 • Fiscal year 2017 • EIN 76-0326979

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 24, 2017

10050 Buffalo SpeedwayHouston, TX 77054

(713) 942-8339

Siviq Scores

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

Liabilities / Assets

21st percentile

0.02x

Higher debt load relative to assets than 21% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

24th percentile

0.05x

Higher debt load relative to revenue than 24% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

33rd percentile

-1.1%

Higher net margin than 33% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

47th percentile

3.1%

Faster asset growth than 47% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

52nd percentile

5.4%

Faster revenue growth than 52% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$5,651,109

Up $170,000 (+3.1%) from 2016

Net Assets

Up

$5,543,770

Up $146,036 (+2.7%) from 2016

Liabilities

Up

$107,339

Up $23,964 (+29%) from 2016

Revenue

Up

$2,009,941

Up $102,465 (+5.4%) from 2016

Expenses

Up

$2,031,638

Up $127,498 (+6.7%) from 2016

Net Income

Down

-$21,697

Down $25,033 (-750%) from 2016

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,240,220Liabilities 2011: $37,085Net Assets 2011: $5,203,1352011Assets 2012: $5,199,983Liabilities 2012: $45,758Net Assets 2012: $5,154,2252012Assets 2013: $5,216,979Liabilities 2013: $98,100Net Assets 2013: $5,118,8792013Assets 2014: $5,531,390Liabilities 2014: $181,164Net Assets 2014: $5,350,2262014Assets 2015: $5,590,356Liabilities 2015: $101,682Net Assets 2015: $5,488,6742015Assets 2016: $5,481,109Liabilities 2016: $83,375Net Assets 2016: $5,397,7342016Assets 2017: $5,651,109Liabilities 2017: $107,339Net Assets 2017: $5,543,7702017Assets 2018: $5,429,554Liabilities 2018: $46,696Net Assets 2018: $5,382,8582018Assets 2019: $5,643,221Liabilities 2019: $41,867Net Assets 2019: $5,601,3542019Assets 2020: $5,689,611Liabilities 2020: $414,165Net Assets 2020: $5,275,4462020Assets 2021: $6,747,814Liabilities 2021: $18,076Net Assets 2021: $6,729,7382021Assets 2022: $5,835,899Liabilities 2022: $25,030Net Assets 2022: $5,810,8692022Assets 2023: $5,649,055Liabilities 2023: $20,798Net Assets 2023: $5,628,2572023Assets 2024: $5,720,488Liabilities 2024: $19,362Net Assets 2024: $5,701,1262024Assets 2025: $5,901,103Liabilities 2025: $30,076Net Assets 2025: $5,871,0272025

Highlighted filing

2017

Assets$5,651,109
Liabilities$107,339
Net Assets$5,543,770

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,260,141Expenses 2011: $1,260,984Net Income 2011: -$8432011Expenses 2012: $1,266,7332012Expenses 2013: $1,406,9422013Revenue 2014: $1,624,500Expenses 2014: $1,541,874Net Income 2014: $82,6262014Revenue 2015: $1,890,360Expenses 2015: $1,705,931Net Income 2015: $184,4292015Revenue 2016: $1,907,476Expenses 2016: $1,904,140Net Income 2016: $3,3362016Revenue 2017: $2,009,941Expenses 2017: $2,031,638Net Income 2017: -$21,6972017Revenue 2018: $1,756,063Expenses 2018: $1,965,521Net Income 2018: -$209,4582018Revenue 2019: $2,248,095Expenses 2019: $2,078,281Net Income 2019: $169,8142019Revenue 2020: $1,904,534Expenses 2020: $2,151,311Net Income 2020: -$246,7772020Revenue 2021: $2,992,750Expenses 2021: $2,069,195Net Income 2021: $923,5552021Revenue 2022: $1,943,445Expenses 2022: $2,342,884Net Income 2022: -$399,4392022Revenue 2023: $2,081,101Expenses 2023: $2,393,772Net Income 2023: -$312,6712023Revenue 2024: $1,995,262Expenses 2024: $2,174,671Net Income 2024: -$179,4092024Revenue 2025: $2,453,254Expenses 2025: $2,533,415Net Income 2025: -$80,1612025

Highlighted filing

2017

Revenue$2,009,941
Expenses$2,031,638
Net Income-$21,697
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 24, 2017
Return Version
2016v3.0
Gross Receipts
$2,889,996
Mission and Program Overview

Mission

To enhance the lives of those who have experienced the death of a loved one. Bo's Place specializes in multiple grief support services for adults, children, and families, and provides education and resources for those who assist people in grief.

Bo's Place is a bereavement center offering grief support programs for children, ages 3 to 18, and their families who have experienced the death of a child or an adult in their immediate family, as well as programs for grieving adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,648,144$2,882,531▲ $234,387
Land, Buildings, and Equipment, Net$2,546,908$2,486,925▼ $59,983
Pledges and Grants Receivable$96,261$154,550▲ $58,289
Cash and Non-Interest-Bearing Accounts$131,768$104,102▼ $27,666
Prepaid Expenses and Deferred Charges$58,028$23,001▼ $35,027
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$5,481,109$5,651,109▲ $170,000
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$70,255$72,813▲ $2,558
Deferred Revenue$13,120$34,526▲ $21,406
Total Liabilities$83,375$107,339▲ $23,964
Net Assets / Fund Balance
Unrestricted Net Assets$4,890,423$4,945,147▲ $54,724
Temporarily Rstr Net Assets$507,311$598,623▲ $91,312
Total Net Assets Fund Balance$5,397,734$5,543,770▲ $146,036
Total Liabilities and Net Assets / Fund Balance$5,481,109$5,651,109▲ $170,000

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,955,742$1,366,590$3,322,332
Land$475,892-$475,892
Equipment$55,291$234,511$289,802
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary Beth StaineExecutive DirectorFT$124,647$12,399$137,046
Revenue and Support

Revenue Composition

Contributions and Grants
$1,902,998
Program Service Revenue
$12,973
Investment Income
$85,195
Other Revenue
$8,775
All Other Contributions
$1,061,820
Change in Net Assets
$-21,697

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table104$69,326Sale proceeds
Other Non Cash Contri Table129$56,306Fair Market Value (FMV)
Securities Publicly Traded2$54,811Stmt value
Other Non Cash Contri Table10$21,212Fair Market Value (FMV)
Total Noncash Contributions245$201,655-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,991,555
Revenue Not Reported on Financial Statements
$18,386
Revenue Not Reported on Form 990
$174,533
Total Revenue per Audited Statements
$2,166,088
Total Revenue per Form 990
$2,009,941
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,227,530
Other Expenses$804,108
Total Fundraising Expense$361,261
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$676,600$108,120$151,739$936,459
Occupancy$151,585$4,252$3,448$159,285
Current Officers, Directors, Trustees, and Key Employees$72,190$33,368$33,863$139,421
Depreciation Depletion$112,166$5,317$4,311$121,794
Fees for Services Other$22,489$25$60,992$83,506
Payroll Taxes$57,805$10,735$14,038$82,578
Other Employee Benefits$48,351$8,979$11,742$69,072
Other Expenses$179,823-$66,235$66,235
Office Expenses$38,873$5,538$8,920$53,331
Insurance$31,306$1,484$1,203$33,993
Information Technology$24,181$898$968$26,047
Travel$19,007$739$1,683$21,429
Fees for Services Accounting-$20,581-$20,581
Conferences and Meetings$9,583$7,996$2,119$19,698
Fees for Service Investment Mgmnt Fees-$18,386-$18,386
Total Functional Expenses$1,443,959$226,418$361,261$2,031,638

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,031,638
Total Expenses per Audited Statements$2,020,052
Expenses per Audited Statements$2,013,252
Expenses Not Reported on Financial Statements$18,386
Expenses Not Reported on Form 990$6,800
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$336,563
Fundraising Direct Expenses$327,788
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Una Notte$375,440$150,577$41,876$108,701
Hats, Hearts & Horseshoes$387,309$132,684$55,292$77,392
Total Events$1,177,741$336,563$327,788$8,775
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
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
Yes
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, Line 1A: Explanation of Delegated Broad Authority to Committee

Effective July 1, 2015, the make-up of the Executive Committee will include: President, President-Elect, Treasurer, Secretary, Chairs of the Development, Outreach and Program Committees. The Executive Committee may meet at stated times upon notice to all of its members by any one of its members. The Board may delegate to this committee the authority to exercise all powers of the Board except the power to amend the By-laws, while the Board is not in session. All business transacted by such committee must be submitted to and ratified by the Board at its next regular meeting or at a special meeting called for that purpose. The Executive Committee will give final approval to settlement of personnel grievances.

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

The organization's Finance Committee reviews the Form 990 after the paid preparer completes the initial draft of the return. After review of the return, the Finance Committee presents the Form 990 to the board of directors for approval prior to filing with the IRS.

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

Each year, each board member is given the conflict of interest policy and asked to read and sign it. Any conflicts are noted on the same form. If any conflicts are noted, then the conflict would be brought up to the board officers to resolve.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The Executive Committee is responsible for compensation of the Executive Director. Recommended salary adjustments are approved by the Finance Committee as part of the budget process and reviewed prior to consideration by the board of directors to ensure adequate funding. Salary adjustments are based upon comparable salaries of Executive Directors of similarly sized organizations and similarly sized bereavement centers in a large metropolitan area. This process is used on an annual basis.

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

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

Filing and Contact Details

Filer

Filer Name
Bos Place
EIN
76-0326979
Phone
7139428339
Address
10050 Buffalo Speedway, Houston, TX 77054

Signing Officer

Name
Mary Beth Staine
Title
Executive Director
Signed
2017-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Beth Staine
Formed
1990
Legal Domicile
TX
Voting Board Members
27
Independent Board Members
27
Employees
24
Volunteers
962

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Jody Blazek
Phone
7134395739
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IRS990/Desc0Bo's Place offers grief support services to the greater Houston and West Houston/Katy area, including grief support groups provided in English and Spanish; community outreach; education and training; and an information and referral line staffed by mental health professionals who assist individuals that have experienced a death, as well as family, friends, co-workers or other concerned individuals who want guidance as to how to support the bereaved. Bo's Place also offers special programming for children and families enrolled in grief support groups including Kids Night Out, Family Fun Night, Fiesta en Bo's Place and Summer Fun. Bo's Place's grief support services are provided free of charge to grieving children, teens, adults, and families. During the 2016-2017 fiscal year, 673 children and 668 adults participated in Bo's Place grief support groups. Bo's Place clinicians provided clinical consultations and resources to 2,231 individuals seeking grief support and/or resources through the information and referral line. Bo's Place clinicians and staff also provided 52 community education and training opportunities throughout the greater Houston area to a variety of audiences including professionals in the social service, medical, educational, and faith-based communities (reaching 1,761 individuals).
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IRS990/Form990PartVIISectionAGrp/PersonNm0Travis Torrence
IRS990/Form990PartVIISectionAGrp/PersonNm1Debbie L Gregg LMSW
IRS990/Form990PartVIISectionAGrp/PersonNm2Colleen Cockrum
IRS990/Form990PartVIISectionAGrp/PersonNm3Paul Vincent
IRS990/Form990PartVIISectionAGrp/PersonNm4Christina Altenau
IRS990/Form990PartVIISectionAGrp/PersonNm5Mary Beth Arcidiacono LMSW
IRS990/Form990PartVIISectionAGrp/PersonNm6Rodrigo Canedo
IRS990/Form990PartVIISectionAGrp/PersonNm7Meredith Chastang
IRS990/Form990PartVIISectionAGrp/PersonNm8Ali Dodson
IRS990/Form990PartVIISectionAGrp/PersonNm9Allen D Gibson
IRS990/Form990PartVIISectionAGrp/PersonNm10Lauren Gray
IRS990/Form990PartVIISectionAGrp/PersonNm11David A Hartland
IRS990/Form990PartVIISectionAGrp/PersonNm12Laura Laux Higgins
IRS990/Form990PartVIISectionAGrp/PersonNm13Harvin G Lawhon
IRS990/Form990PartVIISectionAGrp/PersonNm14Lindy U McGee MD
IRS990/Form990PartVIISectionAGrp/PersonNm15Charlie Neuhaus
IRS990/Form990PartVIISectionAGrp/PersonNm16Lindy Neuhaus
IRS990/Form990PartVIISectionAGrp/PersonNm17Kathy O'Neil
IRS990/Form990PartVIISectionAGrp/PersonNm18David A Pluchinsky
IRS990/Form990PartVIISectionAGrp/PersonNm19Michael G Scheurich
IRS990/Form990PartVIISectionAGrp/PersonNm20David L Shine
IRS990/Form990PartVIISectionAGrp/PersonNm21Tonya De Sloover
IRS990/Form990PartVIISectionAGrp/PersonNm22Chase Smith
IRS990/Form990PartVIISectionAGrp/PersonNm23Sue Smith
IRS990/Form990PartVIISectionAGrp/PersonNm24Giggy Thanheiser
IRS990/Form990PartVIISectionAGrp/PersonNm25David C Valentine
IRS990/Form990PartVIISectionAGrp/PersonNm26Frank Verducci
IRS990/Form990PartVIISectionAGrp/PersonNm27Haresh Yalamanchili MD
IRS990/Form990PartVIISectionAGrp/PersonNm28Mary Beth Staine
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1President Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Member Emeritus
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt23Director
IRS990/Form990PartVIISectionAGrp/TitleTxt24Director
IRS990/Form990PartVIISectionAGrp/TitleTxt25Director
IRS990/Form990PartVIISectionAGrp/TitleTxt26Director
IRS990/Form990PartVIISectionAGrp/TitleTxt27Director
IRS990/Form990PartVIISectionAGrp/TitleTxt28Executive Dir.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.90$0.03$5.87$2.45$2.53$0.08
2024Detailed filing. Detailed filing data is available for this year.$5.72$0.02$5.70$2.00$2.17$0.18
2023Detailed filing. Detailed filing data is available for this year.$5.65$0.02$5.63$2.08$2.39$0.31
2022Detailed filing. Detailed filing data is available for this year.$5.84$0.03$5.81$1.94$2.34$0.40
2021Detailed filing. Detailed filing data is available for this year.$6.75$0.02$6.73$2.99$2.07$0.92
2020Detailed filing. Detailed filing data is available for this year.$5.69$0.41$5.28$1.90$2.15$0.25
2019Detailed filing. Detailed filing data is available for this year.$5.64$0.04$5.60$2.25$2.08$0.17
2018Detailed filing. Detailed filing data is available for this year.$5.43$0.05$5.38$1.76$1.97$0.21
2017Detailed filing. Detailed filing data is available for this year.$5.65$0.11$5.54$2.01$2.03$0.02
2016Detailed filing. Detailed filing data is available for this year.$5.48$0.08$5.40$1.91$1.90$0.00
2015Detailed filing. Detailed filing data is available for this year.$5.59$0.10$5.49$1.89$1.71$0.18
2014Detailed filing. Detailed filing data is available for this year.$5.53$0.18$5.35$1.62$1.54$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.22$0.10$5.12$1.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.20$0.05$5.15$1.27
2011Summary only. Only limited summary data is available for this year.$5.24$0.04$5.20$1.26$1.26$0.00