CUQCA - WINNIE'S PLACE FUND % CBI … - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

CBI BANK TRUST

Phone

5632623124

Tax Period

2025-01-01 to 2025-12-31

CUQCA - WINNIE'S PLACE FUND % CBI BANK & TRUST, founded in 2008, is a micro nonprofit in the Human Services sector that reported $32K in total revenue in fiscal year 2025. Revenue surged 89% from the prior year, signaling strong growth momentum. The organization ran a surplus of $11K, a strong 34% operating margin.

Mission

WOMEN'S SHELTER

Program Service Accomplishments

Program 1

Expenses: $15,773

WINNIE'S PLACE IS A SUPPORTED ORGANIZATION THAT IS A SHELTER PROGRAM TO VICTIMS OF ABUSE

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $31,592

Other Revenue $0

TOTAL REVENUE $31,592

Expense Breakdown

Grants Paid $15,766

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15,773

Other Expenses $5,138

TOTAL EXPENSES $20,904

Year-over-Year Comparison

	2025	2024	Change
Revenue	$31,592	$16,741	+0.9%
Expenses	$20,904	$22,157	-0.1%
Net Income	$10,688	$-5,416	-3.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	1.00		$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$31,592	$20,904	$362,622	$10,688
2024	$16,741	$22,157	$352,159	$-5,416
2023	$12,205	$21,780	$357,710	$-9,575
2022	$10,063	$20,951	$366,217	$-10,888
2021	$27,271	$19,852	$377,105	$7,419
2020	$18,622	$8,912	$369,938	$9,710
2019	$40,898	$12,625	$360,041	$28,273

CUQCA - WINNIE'S PLACE FUND % CBI BANK & TRUST