Civic Intelligence

Billy'S Place Inc

990 • Fiscal year 2019 • EIN 46-1308048

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 30, 2022

21448 N 75th Avenue No 5Glendale, AZ 85308

(623) 414-9838

Siviq Scores

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

Liabilities / Assets

80th percentile

0.12x

Higher debt load relative to assets than 80% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

37th percentile

-1.1%

Higher net margin than 37% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

89th percentile

$36,100

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 22.2% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

51st percentile

2.8%

Faster asset growth than 51% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

81st percentile

34%

Faster revenue growth than 81% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$20,222

Up $549 (+2.8%) from 2018

Net Assets

Down

$17,879

Down $1,794 (-9.1%) from 2018

Liabilities

Up

$2,343

Up $2,343 from 2018

Revenue

Up

$159,039

Up $37,747 (+31%) from 2018

Expenses

Up

$160,833

Up $37,044 (+30%) from 2018

Net Income

Up

-$1,794

Up $703 (+28%) from 2018

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2017: $22,170Liabilities 2017: $0Net Assets 2017: $22,1702017Assets 2018: $19,673Liabilities 2018: $0Net Assets 2018: $19,6732018Assets 2019: $20,222Liabilities 2019: $2,343Net Assets 2019: $17,8792019Assets 2019: $20,222Liabilities 2019: $2,343Net Assets 2019: $17,8792019Assets 2020: $118,726Liabilities 2020: $86,026Net Assets 2020: $32,7002020Assets 2021: $173,177Liabilities 2021: $86,416Net Assets 2021: $86,7612021Assets 2022: $131,414Liabilities 2022: $89,563Net Assets 2022: $41,8512022Assets 2023: $121,043Liabilities 2023: $86,124Net Assets 2023: $34,9192023Assets 2024: $160,066Liabilities 2024: $78,884Net Assets 2024: $81,1822024

Highlighted filing

2019

Assets$20,222
Liabilities$2,343
Net Assets$17,879

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2017: $75,385Expenses 2017: $71,670Net Income 2017: $3,7152017Revenue 2018: $121,292Expenses 2018: $123,789Net Income 2018: -$2,4972018Revenue 2019: $162,977Expenses 2019: $164,771Net Income 2019: -$1,7942019Revenue 2019: $159,039Expenses 2019: $160,833Net Income 2019: -$1,7942019Revenue 2020: $250,162Expenses 2020: $235,341Net Income 2020: $14,8212020Revenue 2021: $384,817Expenses 2021: $330,440Net Income 2021: $54,3772021Revenue 2022: $510,604Expenses 2022: $555,584Net Income 2022: -$44,9802022Revenue 2023: $501,244Expenses 2023: $508,176Net Income 2023: -$6,9322023Revenue 2024: $617,690Expenses 2024: $571,427Net Income 2024: $46,2632024

Highlighted filing

2019

Revenue$159,039
Expenses$160,833
Net Income-$1,794
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 30, 2022
Return Version
2019v5.2
Gross Receipts
$162,977
Mission and Program Overview

Mission

Billy's place is a safe community for families expericing grief to connect with one another after a loss of a special person. To provide support to children and families through their grief journey.

Billy's place is a special place for kids and families to connect with one another and learn the tools to heal after the death of a significant person in their life. Billy's place brings comfort and companionship to kids and families experiencing grief - no matter where they are on their journey. We help families rediscover moments of happiness, without guilt. We nurture these moments as signs of hope for more promising days ahead. We see people for who they are - people with complex and beautiful identities beyond grief. We don't see widows or kids who have lost a parent, we see emily, and jack, and billy. We see people like us. Billy's place feels like home for kids and families experiencing grief - where they can be their most honest selves, surrounded by a community of support. We are not clinical, rather we are remarkably ordinary. We welcome all kids and families who have experienced the loss of someone special to find community and free peer support at billy's place.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$19,673$20,222▲ $549
Rtn Earn Endowment Incm Other Fnds$19,673$17,879▼ $1,794
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$19,673$20,222▲ $549
Liabilities
Other Liabilities$0$2,343▲ $2,343
Total Liabilities$0$2,343▲ $2,343
Net Assets / Fund Balance
Total Net Assets Fund Balance$19,673$17,879▼ $1,794
Total Liabilities and Net Assets / Fund Balance$19,673$20,222▲ $549
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kris FriedmanDirector/memberPT$36,100$36,100
Juli SchragelDirector/memberPT$7,000$7,000

Board Members and Trustees

NameTitle
Lucas WagnerPresident
Ethan CooperDirector/member
Teresa HaireDirector/member
Brian F SempleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$128,590
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$30,449
All Other Contributions
$128,590
Change in Net Assets
$-1,794
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$85,399
Salaries, Compensation, and Employee Benefits$75,434
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$43,100--$43,100
Comp Disqual Persons$30,530--$30,530
Occupancy$24,502--$24,502
Advertising$9,209--$9,209
Office Expenses$1,284$7,223-$8,507
Fees for Services Other$7,926--$7,926
Fees for Services Accounting-$3,330-$3,330
Insurance$2,445--$2,445
Information Technology-$2,379-$2,379
Other Expenses$3,761$2,368-$2,368
Payroll Taxes$1,358$350-$1,708
All Other Expenses-$699-$699
Other Salaries and Wages$96--$96
Total Functional Expenses$137,776$23,057$0$160,833
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$34,063
Fundraising Direct Expenses$3,938
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hike$31,702$31,702$3,938$27,764
Total Events$31,702$31,702$3,938$27,764
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other$2,343
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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 A, Line 2

Directors juli schragel and kris friedman are sister-in-laws.

Form 990, Part VI, Section B, Line 11B

Tax return draft is reviewed before filing.

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

Board members and employees are required to disclose any conflict of interest when it arises. Communication is maintained to identify potential conflicts. If any conflict identified, the board is notified and conflict is evaluated.

Form 990, Part VI, Section C, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
BILLY'S PLACE INC
EIN
46-1308048
Phone
6234149838
Address
21448 N 75TH AVENUE NO 5, GLENDALE, AZ 85308

Signing Officer

Name
Kris Friedman
Title
Executive Director
Phone
6234149838
Signed
2022-08-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kris Friedman
Formed
2012
Legal Domicile
Az
Voting Board Members
6
Independent Board Members
4
Employees
3
Volunteers
44

Preparer

Firm
Semple Marchal & Cooper Llp
Address
3101 N CENTRAL AVENUE SUITE 1600, PHOENIX, AZ 85012
Preparer
Brian F Semple CPA
Phone
6022411500
Supplemental Narrative

Additional Explanations

Form 990, Line B Amended Return Checked

The following return has been amended to correct the following informatiion that was inadvertently disclosed incorrectly or not disclosed at all. Changes are as follows: 1. Part 1, lines 3 and 4 have been changed from 6 voting governing board members and 6 independent voting members to 6 voting governing board members and 4 independent voting members. This change is also reflected in part vi, section a, lines 1a and 1b. Also updated in part 1 was line 5 for total number of employees. 2. Part v, line 1a and 2a now properly disclose the number of 1099's and w-2's issued. 3. Part vi, question 2 has been changed to "yes and the family relationship has also been disclosed. 4. Part vii has been updated to include the compensation of directors juli schragel and kris friedman. 5. Part vii,column c: additional officers denoted. 6. Part ix, lines 5 and 6 have been adjusted to compensation for total employees and directors.

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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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IRS990/ActivityOrMissionDesc0BILLY'S PLACE IS A SPECIAL PLACE FOR KIDS AND FAMILIES TO CONNECT WITH ONE ANOTHER AND LEARN THE TOOLS TO HEAL AFTER THE DEATH OF A SIGNIFICANT PERSON IN THEIR LIFE. BILLY'S PLACE BRINGS COMFORT AND COMPANIONSHIP TO KIDS AND FAMILIES EXPERIENCING GRIEF - NO MATTER WHERE THEY ARE ON THEIR JOURNEY. WE HELP FAMILIES REDISCOVER MOMENTS OF HAPPINESS, WITHOUT GUILT. WE NURTURE THESE MOMENTS AS SIGNS OF HOPE FOR MORE PROMISING DAYS AHEAD. WE SEE PEOPLE FOR WHO THEY ARE - PEOPLE WITH COMPLEX AND BEAUTIFUL IDENTITIES BEYOND GRIEF. WE DON'T SEE WIDOWS OR KIDS WHO HAVE LOST A PARENT, WE SEE EMILY, AND JACK, AND BILLY. WE SEE PEOPLE LIKE US. BILLY'S PLACE FEELS LIKE HOME FOR KIDS AND FAMILIES EXPERIENCING GRIEF - WHERE THEY CAN BE THEIR MOST HONEST SELVES, SURROUNDED BY A COMMUNITY OF SUPPORT. WE ARE NOT CLINICAL, RATHER WE ARE REMARKABLY ORDINARY. WE WELCOME ALL KIDS AND FAMILIES WHO HAVE EXPERIENCED THE LOSS OF SOMEONE SPECIAL TO FIND COMMUNITY AND FREE PEER SUPPORT AT BILLY'S PLACE.
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0121293
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt075385
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0359655
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/OtherLiabilitiesOrgGrp/Amt02343
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt02343
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03938
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HIKE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031702
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031702
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031702
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031702
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027764
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03938
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03938
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIRECTORS JULI SCHRAGEL AND KRIS FRIEDMAN ARE SISTER-IN-LAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TAX RETURN DRAFT IS REVIEWED BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO DISCLOSE ANY CONFLICT OF INTEREST WHEN IT ARISES. COMMUNICATION IS MAINTAINED TO IDENTIFY POTENTIAL CONFLICTS. IF ANY CONFLICT IDENTIFIED, THE BOARD IS NOTIFIED AND CONFLICT IS EVALUATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FOLLOWING RETURN HAS BEEN AMENDED TO CORRECT THE FOLLOWING INFORMATIION THAT WAS INADVERTENTLY DISCLOSED INCORRECTLY OR NOT DISCLOSED AT ALL. CHANGES ARE AS FOLLOWS: 1. PART 1, LINES 3 AND 4 HAVE BEEN CHANGED FROM 6 VOTING GOVERNING BOARD MEMBERS AND 6 INDEPENDENT VOTING MEMBERS TO 6 VOTING GOVERNING BOARD MEMBERS AND 4 INDEPENDENT VOTING MEMBERS. THIS CHANGE IS ALSO REFLECTED IN PART VI, SECTION A, LINES 1A AND 1B. ALSO UPDATED IN PART 1 WAS LINE 5 FOR TOTAL NUMBER OF EMPLOYEES. 2. PART V, LINE 1A AND 2A NOW PROPERLY DISCLOSE THE NUMBER OF 1099'S AND W-2'S ISSUED. 3. PART VI, QUESTION 2 HAS BEEN CHANGED TO "YES AND THE FAMILY RELATIONSHIP HAS ALSO BEEN DISCLOSED. 4. PART VII HAS BEEN UPDATED TO INCLUDE THE COMPENSATION OF DIRECTORS JULI SCHRAGEL AND KRIS FRIEDMAN. 5. PART VII,COLUMN C: ADDITIONAL OFFICERS DENOTED. 6. PART IX, LINES 5 AND 6 HAVE BEEN ADJUSTED TO COMPENSATION FOR TOTAL EMPLOYEES AND DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, LINE B AMENDED RETURN CHECKED
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt019673
IRS990/TotalAssetsEOYAmt020222
IRS990/TotalAssetsGrp/BOYAmt019673
IRS990/TotalAssetsGrp/EOYAmt020222
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0128590
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt023057
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0137776
IRS990/TotalFunctionalExpensesGrp/TotalAmt0160833
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt02343
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt02343
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt019673
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt017879
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0137776
IRS990/TotalReportableCompFromOrgAmt043100
IRS990/TotalRevenueGrp/ExclusionAmt030125
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0324
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0159039
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt044
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt019673
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt020222
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt021448 N 75TH AVE STE 5
IRS990/USAddress/CityNm0GLENDALE
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085308
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.BILLYSPLACE.ME
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KRIS FRIEDMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06234149838
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BILLY'S PLACE INC
ReturnHeader/Filer/BusinessNameControlTxt0BILL
ReturnHeader/Filer/EIN0461308048
ReturnHeader/Filer/PhoneNum06234149838
ReturnHeader/Filer/USAddress/AddressLine1Txt021448 N 75TH AVENUE NO 5
ReturnHeader/Filer/USAddress/CityNm0GLENDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085308
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860750046
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEMPLE MARCHAL & COOPER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03101 N CENTRAL AVENUE SUITE 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085012
ReturnHeader/PreparerPersonGrp/PhoneNum06022411500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN F SEMPLE CPA
ReturnHeader/ReturnTs02022-09-01T09:38:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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