Civic Intelligence

Churches United of the Quad City Area Winnies Place Fund

990 • Fiscal year 2019 • EIN 32-6073938

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

Organization ProfileN/A
PO Box 146Muscatine, IA 52761

(563) 262-3124

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

95th percentile

69%

Higher net margin than 95% of similar nonprofits.

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

Top Officer Pay

77th percentile

$1,775

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

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

Asset Growth

61st percentile

9.1%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

92nd percentile

98%

Faster revenue growth than 92% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$360,041

Up $30,008 (+9.1%) from 2018

Net Assets

Up

$360,041

Up $30,008 (+9.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin95th percentile

Revenue

Up

$40,898

Up $20,273 (+98%) from 2018

Expenses

Up

$12,625

Up $22 (+0.2%) from 2018

Net Income

Up

$28,273

Up $20,251 (+252%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$400K$300K$200K$100K$0Assets 2011: $313,475Net Assets 2011: $313,4752011Assets 2018: $330,033Liabilities 2018: $0Net Assets 2018: $330,0332018Assets 2019: $360,041Liabilities 2019: $0Net Assets 2019: $360,0412019Assets 2021: $377,105Liabilities 2021: $0Net Assets 2021: $377,1052021Assets 2022: $366,217Liabilities 2022: $0Net Assets 2022: $366,2172022

Highlighted filing

2019

Assets$360,041
Liabilities$0
Net Assets$360,041
Open 2019 Filing

Operations Trend

Revenue Growth92nd percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $22,943Expenses 2011: $11,830Net Income 2011: $11,1132011Revenue 2018: $20,625Expenses 2018: $12,603Net Income 2018: $8,0222018Revenue 2019: $40,898Expenses 2019: $12,625Net Income 2019: $28,2732019Revenue 2021: $27,271Expenses 2021: $19,852Net Income 2021: $7,4192021Revenue 2022: $10,063Expenses 2022: $20,951Net Income 2022: -$10,8882022

Highlighted filing

2019

Revenue$40,898
Expenses$12,625
Net Income$28,273
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$454,841
Mission and Program Overview

Mission

WOMEN'S SHELTER

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$317,745$341,671▲ $23,926
Cash and Non-Interest-Bearing Accounts$12,288$18,370▲ $6,082
Total Assets$330,033$360,041▲ $30,008
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$330,033$360,041▲ $30,008
Total Net Assets Fund Balance$330,033$360,041▲ $30,008
Total Liabilities and Net Assets / Fund Balance$330,033$360,041▲ $30,008
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleBaseTotal
Rev Brian FischerTrustee$1,775$1,775

Board Members and Trustees

NameTitle
-Invest Comm
Pastor Travis Fisher-kingInvest Comm
Rev Melody OltmannInvest Comm
Rev a Lewis ParkerInvest Comm
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$40,898
Other Revenue
$0
Change in Net Assets
$28,273
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,094
Salaries, Compensation, and Employee Benefits$4,277
Other Expenses$254
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,094--$8,094
Other Salaries and Wages$625$1,877-$2,502
Current Officers, Directors, Trustees, and Key Employees$443$1,332-$1,775
Fees for Services Accounting-$201-$201
Fees for Services Other$53--$53
Total Functional Expenses$9,215$3,410$0$12,625
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Churches United of the Quad CitiesBettendorf, IA-General Support$8,094
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
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The sole trustee receives and reviews the form 990”

Form 990, Page 6, Part VI, Line 12C

“Organization complies with the same policy and enforcement procedures as its trustee”

Form 990, Page 6, Part VI, Line 19

“No documents available to public”

Form 990, Part VII

“Part vii, section a:officers, directors, trustees, key employees and highest compensated employees: the compensation reported in column (d) is calculated based on periodic market values and/or the applicable fee agreement. It is not determined on an hourly basis and the reference to one hour per week is an estimate only. Corporate trustee services include, but are not limited to, administrative services such as fiduciary accounting, custody or assets, complying with tax filing requirements, complying with distribution provisions, and complying with federal and state laws applicable to private foundations, plus asset management services such as creating asset allocation strategies, investments reporting and reallocating and rebalancing or portfolios as necessary.”

Filing and Contact Details

Filer

Filer Name
CUQCA - WINNIE'S PLACE FUND
EIN
32-6073938
Phone
5632623124
Address
PO BOX 146, MUSCATINE, IA 52761

Signing Officer

Name
Cbi Bank Trust
Title
Trustee
Phone
5632623124
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Formed
2008
Legal Domicile
Il
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Sitrick & Associates LLC
Address
2543 TECH DR, BETTENDORF, IA 52722-3263
Preparer
James K Blake
Phone
5633328288
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“1,735 line 9 net adjustments include: cost basis adjustments, mutual fund & py return of capital adjustment”

Raw XML Appendix306 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
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IRS990/CreditCounselingInd0false
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IRS990/CYContributionsGrantsAmt00
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IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd0false
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt08094
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt08094
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0446111
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IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
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IRS990/InvestmentIncomeGrp/ExclusionAmt08730
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08730
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0317745
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0341671
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0413943
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0WOMEN'S SHELTER
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0330033
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IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt01735
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0625
IRS990/OtherSalariesAndWagesGrp/TotalAmt02502
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0CBI BANK & TRUST
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt06430
IRS990/PYInvestmentIncomeAmt020625
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CHURCHES UNITED OF THE QUAD CITIES
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IRS990ScheduleI/RecipientTable/RecipientEIN0362480784
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02535 TECH DRIVE SUITE 205
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION CONTRIBUTES TO PRE SELECTED ORGANIZATIONS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SOLE TRUSTEE RECEIVES AND REVIEWS THE FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION COMPLIES WITH THE SAME POLICY AND ENFORCEMENT PROCEDURES AS ITS TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PART VII, SECTION A:OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES: THE COMPENSATION REPORTED IN COLUMN (D) IS CALCULATED BASED ON PERIODIC MARKET VALUES AND/OR THE APPLICABLE FEE AGREEMENT. IT IS NOT DETERMINED ON AN HOURLY BASIS AND THE REFERENCE TO ONE HOUR PER WEEK IS AN ESTIMATE ONLY. CORPORATE TRUSTEE SERVICES INCLUDE, BUT ARE NOT LIMITED TO, ADMINISTRATIVE SERVICES SUCH AS FIDUCIARY ACCOUNTING, CUSTODY OR ASSETS, COMPLYING WITH TAX FILING REQUIREMENTS, COMPLYING WITH DISTRIBUTION PROVISIONS, AND COMPLYING WITH FEDERAL AND STATE LAWS APPLICABLE TO PRIVATE FOUNDATIONS, PLUS ASSET MANAGEMENT SERVICES SUCH AS CREATING ASSET ALLOCATION STRATEGIES, INVESTMENTS REPORTING AND REALLOCATING AND REBALANCING OR PORTFOLIOS AS NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt41,735 LINE 9 NET ADJUSTMENTS INCLUDE: COST BASIS ADJUSTMENTS, MUTUAL FUND & PY RETURN OF CAPITAL ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0% CBI BANK & TRUST
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ReturnHeader/FilingSecurityInformation/IPTm014:56:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421192621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SITRICK & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02543 TECH DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETTENDORF
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0527223263
ReturnHeader/PreparerPersonGrp/PhoneNum05633328288
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES K BLAKE
ReturnHeader/ReturnTs02020-11-16T14:56:37-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$360,041
Liabilities
$0
Net assets
$360,041
Revenue
$40,898
Expenses
$12,625
Net income
$28,273
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.66$0.00$3.66$0.10$0.21$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.77$0.00$3.77$0.27$0.20$0.07
2019Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.41$0.13$0.28
2018Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.21$0.13$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.13$3.13$0.23$0.12$0.11