Civic Intelligence

The Compass Fund 4737682

990PF • Fiscal year 2024 • EIN 04-3366745

Jan 01, 2024 to Dec 31, 2024 • Filed on May 05, 2025

Organization Profile
PO Box 156Kingston, NH 03848-0156

(800) 392-9244

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

82nd percentile

39%

Higher net margin than 82% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

35th percentile

$10,000

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

53rd percentile

5.0%

Faster asset growth than 53% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

376%

Faster revenue growth than 96% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,303,457

Up $299,331 (+5.0%) from 2023

Net Assets

Up

$6,303,457

Up $299,331 (+5.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin82nd percentile

Revenue

Up

$775,884

Up $612,961 (+376%) from 2023

Expenses

Up

$476,553

Up $6,683 (+1.4%) from 2023

Net Income

Up

$299,331

Up $606,278 (+198%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $839,529Liabilities 2011: $02011Assets 2012: $859,726Liabilities 2012: $02012Assets 2013: $1,398,019Liabilities 2013: $02013Assets 2014: $1,774,931Liabilities 2014: $02014Assets 2015: $1,737,716Liabilities 2015: $02015Assets 2018: $2,067,900Liabilities 2018: $0Net Assets 2018: $2,067,9002018Assets 2019: $2,072,526Liabilities 2019: $02019Assets 2020: $1,765,123Liabilities 2020: $0Net Assets 2020: $1,765,1232020Assets 2021: $6,243,580Liabilities 2021: $0Net Assets 2021: $6,243,5802021Assets 2022: $6,311,073Liabilities 2022: $0Net Assets 2022: $6,311,0732022Assets 2023: $6,004,126Liabilities 2023: $0Net Assets 2023: $6,004,1262023Assets 2024: $6,303,457Liabilities 2024: $0Net Assets 2024: $6,303,4572024

Highlighted filing

2024

Assets$6,303,457
Liabilities$0
Net Assets$6,303,457
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $207,191Expenses 2011: $67,728Net Income 2011: $139,4632011Revenue 2012: $132,599Expenses 2012: $70,711Net Income 2012: $61,8882012Revenue 2013: $902,614Expenses 2013: $78,296Net Income 2013: $824,3182013Revenue 2014: $363,814Expenses 2014: $90,193Net Income 2014: $273,6212014Revenue 2015: $143,808Expenses 2015: $154,624Net Income 2015: -$10,8162015Revenue 2018: $263,344Expenses 2018: $150,796Net Income 2018: $112,5482018Revenue 2019: $171,951Expenses 2019: $167,325Net Income 2019: $4,6262019Revenue 2020: -$135,689Expenses 2020: $171,714Net Income 2020: -$307,4032020Revenue 2021: $4,789,943Expenses 2021: $311,486Net Income 2021: $4,478,4572021Revenue 2022: $283,352Expenses 2022: $215,859Net Income 2022: $67,4932022Revenue 2023: $162,923Expenses 2023: $469,870Net Income 2023: -$306,9472023Revenue 2024: $775,884Expenses 2024: $476,553Net Income 2024: $299,3312024

Highlighted filing

2024

Revenue$775,884
Expenses$476,553
Net Income$299,331
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN B FRENCHTrustee-$10,000-$10,000
EMILY F BREAKEYTrustee-$10,000-$10,000
Filing and Contact Details

Filer

Filer Name
The Compass Fund
EIN
04-3366745
Phone
8003929244
Address
PO BOX 156, KINGSTON, NH 03848-0156

Signing Officer

Name
Steven B French
Title
Trustee
Phone
8003929244
Signed
2025-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Bernard Johnson & Company Pc
Address
15 MAIN STREET, TOPSFIELD, MA 01983
Preparer
Timothy F Hagan CPA
Phone
9788872220
Raw XML AppendixShowing 400 of 1,224 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt35206578
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt36138841
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt3752022
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt3885815
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt393645
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt18Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt19Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt20Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt21Purchased
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt23Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt24Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt25Purchased
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt41Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02024-01
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22024-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32024-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42024-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52024-03
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt102024-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt112024-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt122024-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt132024-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt142024-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt152024-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt162024-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt172024-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt182024-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt192024-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt202024-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt212024-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt222024-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt232024-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt242024-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt252024-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt262024-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt272024-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt282024-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt292024-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt302024-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt312024-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt322024-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt332024-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt342024-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt352024-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt362024-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt372024-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt382024-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt392024-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt402024-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt412024-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt07051
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt142224
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-337
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt39170
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt45136
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt576662
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt67505
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt725458
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt8943
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt915142
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1072
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1145226
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt122468
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt13258
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1441686
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt15-2195
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt16-2208
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt173049
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt189163
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1922528
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2025037
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt21212
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt22187
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt23373
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2433046
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt25-36364
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2659511
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt27-8627
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt289264
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt29872
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt303067
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt315627
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt326519
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt33-4412
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3458638
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3514576
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3616962
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt377407
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3854590
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt39518
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt404332
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4116
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VI-A, LINE 10, STATEMENTS REGARDING ACTIVITIES, SUBSTANTIAL CONTRIBUTORS
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0SHIRLEY S. FRENCH TRUST - 1983SHIRLEY S. FRENCH TRUST - 1983SHIRLEY S. FRENCH TRUST - 1983
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt05121882
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt07785004
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON STOCKS
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt00
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0313269
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1826058
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MASTER LIMITED PARTNERSHIPS/REAL ESTATE INVESTMENT TRUSTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1EXCHANGE-TRADED FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0262953
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1907319
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt097110
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0560352
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt012811
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0109921
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0560352
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0670273
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt07523
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07523
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt048701
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0560352
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0369200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0369200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0103917
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt097110
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt097110
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0299331
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02503229
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt012811
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt012811
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0560352
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0564732
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt048701
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0118
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0118
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01694
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01694
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt077579
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt077579
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02133
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02133
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt048701
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0369318
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0107235
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0476553

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,303,457
Liabilities
$0
Net assets
$6,303,457
Revenue
$775,884
Expenses
$476,553
Net income
$299,331
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$0.78$0.48$0.30
2023Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.16$0.47$0.31
2022Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.28$0.22$0.07
2021Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$4.79$0.31$4.48
2020Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.14$0.17$0.31
2019Summary only. Only limited summary data is available for this year.$2.07$0.00$0.17$0.17$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.26$0.15$0.11
2015Summary only. Only limited summary data is available for this year.$1.74$0.00$0.14$0.15$0.01
2014Summary only. Only limited summary data is available for this year.$1.77$0.00$0.36$0.09$0.27
2013Summary only. Only limited summary data is available for this year.$1.40$0.00$0.90$0.08$0.82
2012Summary only. Only limited summary data is available for this year.$0.86$0.00$0.13$0.07$0.06
2011Summary only. Only limited summary data is available for this year.$0.84$0.00$0.21$0.07$0.14