Civic Intelligence

Churches United of the Quad City Area Winnies Place Fund

990 • Fiscal year 2020 • EIN 32-6073938

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 05, 2021

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

89th percentile

52%

Higher net margin than 89% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

78th percentile

$3,891

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 20.9% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

48th percentile

2.7%

Faster asset growth than 48% of similar nonprofits.

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

Revenue Growth

20th percentile

-54%

Faster revenue growth than 20% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$369,938

Up $9,897 (+2.7%) from 2019

Net Assets

Up

$369,938

Up $9,897 (+2.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin89th percentile

Revenue

Down

$18,622

Down $22,276 (-54%) from 2019

Expenses

Down

$8,912

Down $3,713 (-29%) from 2019

Net Income

Down

$9,710

Down $18,563 (-66%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth48th 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 2020: $369,938Liabilities 2020: $0Net Assets 2020: $369,9382020Assets 2021: $377,105Liabilities 2021: $0Net Assets 2021: $377,1052021Assets 2022: $366,217Liabilities 2022: $0Net Assets 2022: $366,2172022

Highlighted filing

2020

Assets$369,938
Liabilities$0
Net Assets$369,938
Open 2020 Filing

Operations Trend

Revenue Growth20th 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 2020: $18,622Expenses 2020: $8,912Net Income 2020: $9,7102020Revenue 2021: $27,271Expenses 2021: $19,852Net Income 2021: $7,4192021Revenue 2022: $10,063Expenses 2022: $20,951Net Income 2022: -$10,8882022

Highlighted filing

2020

Revenue$18,622
Expenses$8,912
Net Income$9,710
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 5, 2021
Return Version
2020v4.0
Gross Receipts
$189,536
Mission and Program Overview

Mission

WOMEN'S SHELTER

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$341,671$356,829▲ $15,158
Cash and Non-Interest-Bearing Accounts$18,370$13,109▼ $5,261
Total Assets$360,041$369,938▲ $9,897
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$360,041$369,938▲ $9,897
Total Net Assets Fund Balance$360,041$369,938▲ $9,897
Total Liabilities and Net Assets / Fund Balance$360,041$369,938▲ $9,897
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleBaseTotal
Rev Brian FischerTrustee$3,891$3,891

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
$18,622
Other Revenue
$0
Change in Net Assets
$9,710
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,407
Salaries, Compensation, and Employee Benefits$3,890
Other Expenses$615
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,407--$4,407
Current Officers, Directors, Trustees, and Key Employees$1,945$1,945-$3,890
Fees for Services Accounting-$500-$500
Fees for Services Other$57$58-$115
Total Functional Expenses$6,409$2,503$0$8,912
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
2021-11-05
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

“Line 9 net adjustments include: cost basis adjustments, mutual fund & py return of capital adjustments 187.00”

Raw XML Appendix288 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.

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IRS990/FormationYr02008
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
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IRS990/GrantsToIndividualsInd0false
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IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0176340
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IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IndependentVotingMemberCnt01
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IRS990/InvestmentIncomeGrp/ExclusionAmt013196
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0341671
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0170914
IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0WOMEN'S SHELTER
IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NondeductibleContributionsInd0false
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IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CHURCHES UNITED OF THE QUAD CITIES
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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/ExplanationTxt4LINE 9 NET ADJUSTMENTS INCLUDE: COST BASIS ADJUSTMENTS, MUTUAL FUND & PY RETURN OF CAPITAL ADJUSTMENTS 187.00
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/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05632623124
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CUQCA - WINNIE'S PLACE FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0% CBI BANK & TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CUQC
ReturnHeader/Filer/EIN0326073938
ReturnHeader/Filer/PhoneNum05632623124
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ReturnHeader/Filer/USAddress/CityNm0MUSCATINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052761
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/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES K BLAKE
ReturnHeader/ReturnTs02021-11-12T15:18:51-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CBI BANK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TRUST
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$369,938
Liabilities
$0
Net assets
$369,938
Revenue
$18,622
Expenses
$8,912
Net income
$9,710
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
2020Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.19$0.09$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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