Civic Intelligence

Churches United of the Quad City Area Winnies Place Fund

990 • Fiscal year 2021 • EIN 32-6073938

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

72nd percentile

27%

Higher net margin than 72% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

79th percentile

$4,551

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 16.7% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

45th percentile

1.9%

Faster asset growth than 45% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

74th percentile

46%

Faster revenue growth than 74% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$377,105

Up $17,064 (+4.7%) from 2019

Net Assets

Up

$377,105

Up $17,064 (+4.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin72nd percentile

Revenue

Down

$27,271

Down $13,627 (-33%) from 2019

Expenses

Up

$19,852

Up $7,227 (+57%) from 2019

Net Income

Down

$7,419

Down $20,854 (-74%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2021

Assets$377,105
Liabilities$0
Net Assets$377,105
Open 2021 Filing

Operations Trend

Revenue Growth74th 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

2021

Revenue$27,271
Expenses$19,852
Net Income$7,419
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.0
Gross Receipts
$59,999
Mission and Program Overview

Mission

WOMEN'S SHELTER

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$356,829$367,018▲ $10,189
Cash and Non-Interest-Bearing Accounts$13,109$10,087▼ $3,022
Total Assets$369,938$377,105▲ $7,167
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$369,938$377,105▲ $7,167
Total Net Assets Fund Balance$369,938$377,105▲ $7,167
Total Liabilities and Net Assets / Fund Balance$369,938$377,105▲ $7,167
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleBaseTotal
Rev Brian FischerTrustee$4,551$4,551

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
$27,271
Other Revenue
$0
Change in Net Assets
$7,419
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$14,686
Salaries, Compensation, and Employee Benefits$4,551
Other Expenses$615
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$14,686--$14,686
Current Officers, Directors, Trustees, and Key Employees$2,275$2,276-$4,551
Fees for Services Accounting-$500-$500
Fees for Services Other$57$58-$115
Total Functional Expenses$17,018$2,834$0$19,852
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Churches United of the Quad CitiesBettendorf, IA-General Support$14,686
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
2022-11-10
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

“Cost basis adjustments, mutual fund & py return of capital adjustments”

Raw XML Appendix300 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/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
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IRS990/GrantsToIndividualsInd0false
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt042307
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IRS990/IndependentVotingMemberCnt01
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0356829
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt032728
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0WOMEN'S SHELTER
IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NondeductibleContributionsInd0false
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
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IRS990/OtherChangesInNetAssetsAmt0-252
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CHURCHES UNITED OF THE QUAD CITIES
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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/ExplanationTxt4COST BASIS ADJUSTMENTS, MUTUAL FUND & PY RETURN OF CAPITAL ADJUSTMENTS
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/Filer/BusinessName/BusinessNameLine2Txt0% CBI BANK & TRUST
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421192621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SITRICK & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02543 TECH DR
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ReturnHeader/PreparerPersonGrp/PhoneNum05633328288
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES K BLAKE
ReturnHeader/ReturnTs02022-11-15T10:48:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CBI BANK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TRUST
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$377,105
Liabilities
$0
Net assets
$377,105
Revenue
$27,271
Expenses
$19,852
Net income
$7,419
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
2021Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.27$0.20$0.07
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