Civic Intelligence

Friendship Place Inc

EIN 39-2029900 • 501(c)3 • Neenah, WI

Profile

Friendship place encourages adults with mental illness to live well by fostering an environment that provides members with peer support, advocacy, and education.

220 N Commercial StreetNeenah, WI 54956

www.friendshipplaceinc.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

52nd percentile

2.6%

Higher net margin than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

56th percentile

1.2%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

46th percentile

-4.0%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$444,457

Up $5,136 (+1.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$444,457

Up $5,136 (+1.2%) from 2023

Revenue

Down

$200,230

Down $8,246 (-4.0%) from 2023

Expenses

Up

$195,094

Up $6,628 (+3.5%) from 2023

Net Income

Down

$5,136

Down $14,874 (-74%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $214,850Liabilities 2010: $8,877Net Assets 2010: $205,9732010Assets 2011: $278,939Liabilities 2011: $3,857Net Assets 2011: $275,0822011Assets 2012: $290,426Liabilities 2012: $8,020Net Assets 2012: $282,4062012Assets 2013: $277,624Liabilities 2013: $0Net Assets 2013: $277,6242013Assets 2014: $307,805Liabilities 2014: $0Net Assets 2014: $307,8052014Assets 2015: $280,284Liabilities 2015: $0Net Assets 2015: $280,2842015Assets 2016: $299,289Liabilities 2016: $0Net Assets 2016: $299,2892016Assets 2017: $317,752Liabilities 2017: $0Net Assets 2017: $317,7522017Assets 2018: $308,558Liabilities 2018: $0Net Assets 2018: $308,5582018Assets 2019: $330,106Liabilities 2019: $0Net Assets 2019: $330,1062019Assets 2020: $376,342Liabilities 2020: $0Net Assets 2020: $376,3422020Assets 2021: $409,240Liabilities 2021: $0Net Assets 2021: $409,2402021Assets 2022: $419,311Liabilities 2022: $0Net Assets 2022: $419,3112022Assets 2023: $439,321Liabilities 2023: $0Net Assets 2023: $439,3212023Assets 2024: $444,457Liabilities 2024: $0Net Assets 2024: $444,4572024

Highlighted filing

2024

Assets$444,457
Liabilities$0
Net Assets$444,457

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KExpenses 2010: $111,1802010Expenses 2011: $125,7752011Expenses 2012: $147,9052012Revenue 2013: $154,514Expenses 2013: $159,296Net Income 2013: -$4,7822013Revenue 2014: $230,215Expenses 2014: $200,034Net Income 2014: $30,1812014Revenue 2015: $241,010Expenses 2015: $268,531Net Income 2015: -$27,5212015Revenue 2016: $188,818Expenses 2016: $169,813Net Income 2016: $19,0052016Revenue 2017: $185,395Expenses 2017: $166,932Net Income 2017: $18,4632017Revenue 2018: $174,254Expenses 2018: $183,448Net Income 2018: -$9,1942018Revenue 2019: $189,138Expenses 2019: $167,590Net Income 2019: $21,5482019Revenue 2020: $228,099Expenses 2020: $181,863Net Income 2020: $46,2362020Revenue 2021: $212,376Expenses 2021: $179,478Net Income 2021: $32,8982021Revenue 2022: $201,112Expenses 2022: $191,041Net Income 2022: $10,0712022Revenue 2023: $208,476Expenses 2023: $188,466Net Income 2023: $20,0102023Revenue 2024: $200,230Expenses 2024: $195,094Net Income 2024: $5,1362024

Highlighted filing

2024

Revenue$200,230
Expenses$195,094
Net Income$5,136

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$2.00$1.95$0.05
2023Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$2.08$1.88$0.20
2022Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$2.01$1.91$0.10
2021Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$2.12$1.79$0.33
2020Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$2.28$1.82$0.46
2019Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$1.89$1.68$0.22
2018Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$1.74$1.83$0.09
2017Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$1.85$1.67$0.18
2016Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$1.89$1.70$0.19
2015Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$2.41$2.69$0.28
2014Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$2.30$2.00$0.30
2013Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$1.55$1.59$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.90$0.08$2.82$1.48
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.04$2.75$1.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.09$2.06$1.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 7, 2025
Return Version
2024v5.2
Gross Receipts
$200,230
Mission and Program Overview

Mission

Friendship place encourages adults with mental illness to live well by fostering an environment that provides members with peer support, advocacy, and education.

To maintain a safe place for persons with chronic mental illness for social activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$218,684$245,684▲ $27,000
Land, Buildings, and Equipment, Net$134,030$130,152▼ $3,878
Cash and Non-Interest-Bearing Accounts$76,449$58,453▼ $17,996
Savings and Temporary Cash Investments$10,158$10,168▲ $10
Total Assets$439,321$444,457▲ $5,136
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$218,684$245,684▲ $27,000
Net Assets Without Donor Restrictions$220,637$198,773▼ $21,864
Total Net Assets Fund Balance$439,321$444,457▲ $5,136
Total Liabilities and Net Assets / Fund Balance$439,321$444,457▲ $5,136

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$111,541$92,564$204,105
Other Land Buildings$1,661$52,260$53,921
Land$16,950-$16,950
Investment Program Related Org$245,684--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lori HillExecutive DirectorFT$81,090$81,090

Board Members and Trustees

NameTitle
James TravisPresident
Barbara BarryDirector
Doug DieterichDirector
Dr Ada HallDirector
Greg SteffesDirector
Jon PhillipDirector
Josh PetersonDirector
Kate PfaendtnerDirector
Wendy BehlingSecretary
Diane TurkeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$200,035
Program Service Revenue
$0
Investment Income
$195
Other Revenue
$0
All Other Contributions
$200,035
Change in Net Assets
$5,136
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$163,102
Other Expenses$31,992
Total Fundraising Expense$28,257
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$40,545$20,272$20,272$81,089
Other Salaries and Wages$70,309--$70,309
Occupancy$7,766$3,883$3,883$15,532
Payroll Taxes$8,570$1,567$1,567$11,704
Depreciation Depletion$2,695$1,347$1,347$5,389
Fees for Services Other$1,768$884$884$3,536
Fees for Services Accounting-$2,821-$2,821
Office Expenses$609$304$304$1,217
Other Expenses$292$60-$60
Total Functional Expenses$135,699$31,138$28,257$195,094
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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 president and treasurer reviewed the 990 before it was signed.

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

Friendship place, inc. Reviews its conflict of interest policy at every bi-monthly board of directors meeting.

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Friendship Place Inc
EIN
39-2029900
Phone
9207299975
Address
220 N COMMERCIAL STREET, NEENAH, WI 54956

Signing Officer

Name
James M Travis
Title
President
Phone
9207299975
Signed
2025-07-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James M Travis
Formed
1985
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
10
Employees
4
Volunteers
17

Preparer

Firm
Hawkins Ash Cpas Llp
Address
55 JEWELERS PARK DR 200 PO BOX 679, NEENAH, WI 54957-0679
Preparer
Kimberly Iley CPA
Phone
9207222141
Raw XML Appendix395 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AllOtherContributionsAmt0200035
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LORI HILL
IRS990/BooksInCareOfDetail/PhoneNum09207299975
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0220 N COMMERCIAL STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEENAH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054956
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IRS990/CompensationFromOtherSrcsInd00
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
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IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt05136
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010158
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010168
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0200036
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0208298
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0200746
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0234420
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0227403
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01070903
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0195
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0178
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0366
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0577
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0696
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02012
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99810
IRS990ScheduleA/PublicSupportPY170Pct00.99770
IRS990ScheduleA/PublicSupportTotal170Amt01070903
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0200036
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0208298
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0200746
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0234420
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0227403
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01070903
IRS990ScheduleA/TotalSupportAmt01072915
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/BookValueAmt0111541
IRS990ScheduleD/BuildingsGrp/DepreciationAmt092564
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0204105
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0245684
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0COMMUNITY FOUNDATION
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/LandGrp/BookValueAmt016950
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt016950
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01661
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt052260
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt053921
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0130152
IRS990ScheduleD/TotalBookValueProgramRltdAmt0245684
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT AND TREASURER REVIEWED THE 990 BEFORE IT WAS SIGNED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FRIENDSHIP PLACE, INC. REVIEWS ITS CONFLICT OF INTEREST POLICY AT EVERY BI-MONTHLY BOARD OF DIRECTORS MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON 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/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0439321
IRS990/TotalAssetsEOYAmt0444457
IRS990/TotalAssetsGrp/BOYAmt0439321
IRS990/TotalAssetsGrp/EOYAmt0444457
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0200035
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt028257
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt031138
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0135699
IRS990/TotalFunctionalExpensesGrp/TotalAmt0195094
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0439321
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0444457
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0135699
IRS990/TotalReportableCompFromOrgAmt081090
IRS990/TotalRevenueGrp/ExclusionAmt0195
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0200230
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt017
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0439321
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0444457
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0220 N COMMERCIAL STREET
IRS990/USAddress/CityNm0NEENAH
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054956
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.FRIENDSHIPPLACEINC.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES M TRAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09207299975
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRIENDSHIP PLACE INC
ReturnHeader/Filer/BusinessNameControlTxt0FRIE
ReturnHeader/Filer/EIN0392029900
ReturnHeader/Filer/PhoneNum09207299975
ReturnHeader/Filer/USAddress/AddressLine1Txt0220 N COMMERCIAL STREET
ReturnHeader/Filer/USAddress/CityNm0NEENAH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054956
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390912608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAWKINS ASH CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt055 JEWELERS PARK DR 200 PO BOX 679
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEENAH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0549570679
ReturnHeader/PreparerPersonGrp/PhoneNum09207222141
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY ILEY CPA
ReturnHeader/ReturnTs02025-07-21T14:36:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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