CUQCA - WINNIE'S PLACE FUND % CBI BANK & TRUST (EIN 326073938) - Form 990 Financial Analysis & Trantor Score

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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

Phone

5632623124

Tax Period

2024-01-01 to 2024-12-31

CUQCA - WINNIE'S PLACE FUND % CBI BANK & TRUST, founded in 2008, is a micro nonprofit in the Human Services sector that reported $17K in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $22K exceeded revenue, resulting in a 32% operating deficit.

Mission

WOMEN'S SHELTER

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $16,741

Other Revenue $0

TOTAL REVENUE $16,741

Expense Breakdown

Grants Paid $16,116

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,181

Other Expenses $6,041

TOTAL EXPENSES $22,157

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,741	$12,205	+0.4%
Expenses	$22,157	$21,780	+0.0%
Net Income	$-5,416	$-9,575	-0.4%

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
REV BRIAN FISCHER	INVEST COMM	N/A	Director	$0	$0	$0
PASTOR TRAVIS FISHER-KING	INVEST COMM	N/A	Director	$0	$0	$0
REV MELODY OLTMANN	INVEST COMM	N/A	Director	$0	$0	$0
REV A LEWIS PARKER	INVEST COMM	N/A	Director	$0	$0	$0
N/A	TRUSTEE	0.00		$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
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