Civic Intelligence

Churches United of the Quad City Area Winnies Place Fund

990 • Fiscal year 2023 • EIN 32-6073938

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 05, 2024

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

7th percentile

-78%

Higher net margin than 7% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

80th percentile

$3,043

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 24.9% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

43rd percentile

-2.3%

Faster asset growth than 43% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

66th percentile

21%

Faster revenue growth than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$357,710

Down $8,507 (-2.3%) from 2022

Net Assets

Down

$357,710

Down $8,507 (-2.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin7th percentile

Revenue

Up

$12,205

Up $2,142 (+21%) from 2022

Expenses

Up

$21,780

Up $829 (+4.0%) from 2022

Net Income

Up

-$9,575

Up $1,313 (+12%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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: $366,2172022Assets 2023: $357,710Liabilities 2023: $0Net Assets 2023: $357,7102023

Highlighted filing

2023

Assets$357,710
Liabilities$0
Net Assets$357,710
Open 2023 Filing

Operations Trend

Revenue Growth66th 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: -$10,8882022Revenue 2023: $12,205Expenses 2023: $21,780Net Income 2023: -$9,5752023

Highlighted filing

2023

Revenue$12,205
Expenses$21,780
Net Income-$9,575
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 5, 2024
Return Version
2023v5.0
Gross Receipts
$15,421
Mission and Program Overview

Mission

WOMEN'S SHELTER

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$334,754$335,977▲ $1,223
Cash and Non-Interest-Bearing Accounts$31,463$21,733▼ $9,730
Total Assets$366,217$357,710▼ $8,507
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$366,217$357,710▼ $8,507
Total Net Assets Fund Balance$366,217$357,710▼ $8,507
Total Liabilities and Net Assets / Fund Balance$366,217$357,710▼ $8,507
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleBaseTotal
Rev Brian FischerTrustee$3,043$3,043

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
$12,205
Other Revenue
$0
Change in Net Assets
$-9,575
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$15,644
Salaries, Compensation, and Employee Benefits$6,086
Other Expenses$50
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$15,644--$15,644
Current Officers, Directors, Trustees, and Key Employees$3,043$3,043-$6,086
Fees for Services Accounting-$50-$50
Total Functional Expenses$18,687$3,093$0$21,780
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Churches United of the Quad CitiesBettendorf, IA-General Support$15,644
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
2024-04-05
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
Raw XML Appendix294 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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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.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-05
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ReturnHeader/PreparerPersonGrp/PhoneNum05633328288
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES K BLAKE
ReturnHeader/ReturnTs02024-04-06T12:13:14-04:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$357,710
Liabilities
$0
Net assets
$357,710
Revenue
$12,205
Expenses
$21,780
Net income
-$9,575
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.12$0.22$0.10
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
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