Civic Intelligence

Compass Working Capital Inc.

990 • Fiscal year 2023 • EIN 20-3975100

Sep 01, 2022 to Aug 31, 2023 • Filed on Feb 05, 2024

Organization ProfileWWW.COMPASSWORKINGCAPITAL.ORG
89 South Street 804Boston, MA 02111

(617) 790-0810

Siviq Scores

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

Liabilities / Assets

44th percentile

0.09x

Higher debt load relative to assets than 44% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

34th percentile

0.08x

Higher debt load relative to revenue than 34% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

76th percentile

21%

Higher net margin than 76% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

76th percentile

$201,072

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

85th percentile

33%

Faster asset growth than 85% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

83rd percentile

41%

Faster revenue growth than 83% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$9,217,842

Up $2,295,602 (+33%) from 2022

Net Assets

Up

$8,396,863

Up $2,023,367 (+32%) from 2022

Liabilities

Up

$820,979

Up $272,235 (+50%) from 2022

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin76th percentile

Revenue

Up

$9,714,952

Up $2,802,223 (+41%) from 2022

Expenses

Up

$7,691,585

Up $873,881 (+13%) from 2022

Net Income

Up

$2,023,367

Up $1,928,342 (+2029%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$30M$20M$10M$0Assets 2010: $632,052Liabilities 2010: $173,749Net Assets 2010: $458,3032010Assets 2011: $353,625Liabilities 2011: $149,308Net Assets 2011: $204,3172011Assets 2012: $294,775Liabilities 2012: $123,849Net Assets 2012: $170,9262012Assets 2013: $423,260Liabilities 2013: $57,900Net Assets 2013: $365,3602013Assets 2014: $1,115,932Liabilities 2014: $75,858Net Assets 2014: $1,040,0742014Assets 2015: $1,489,487Liabilities 2015: $139,516Net Assets 2015: $1,349,9712015Assets 2016: $2,922,910Liabilities 2016: $106,741Net Assets 2016: $2,816,1692016Assets 2017: $2,844,915Liabilities 2017: $169,410Net Assets 2017: $2,675,5052017Assets 2018: $3,019,658Liabilities 2018: $122,144Net Assets 2018: $2,897,5142018Assets 2019: $3,625,963Liabilities 2019: $175,908Net Assets 2019: $3,450,0552019Assets 2020: $8,810,858Liabilities 2020: $3,635,514Net Assets 2020: $5,175,3442020Assets 2021: $7,231,995Liabilities 2021: $953,524Net Assets 2021: $6,278,4712021Assets 2022: $6,922,240Liabilities 2022: $548,744Net Assets 2022: $6,373,4962022Assets 2023: $9,217,842Liabilities 2023: $820,979Net Assets 2023: $8,396,8632023Assets 2024: $18,517,721Liabilities 2024: $1,567,231Net Assets 2024: $16,950,4902024Assets 2025: $26,304,007Liabilities 2025: $1,973,117Net Assets 2025: $24,330,8902025

Highlighted filing

2023

Assets$9,217,842
Liabilities$820,979
Net Assets$8,396,863
Open 2023 Filing

Operations Trend

Revenue Growth83rd percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $251,6742010Revenue 2011: $105,621Expenses 2011: $359,607Net Income 2011: -$253,9862011Expenses 2012: $391,6232012Expenses 2013: $569,6232013Revenue 2014: $1,471,852Expenses 2014: $797,138Net Income 2014: $674,7142014Revenue 2015: $1,633,625Expenses 2015: $1,323,728Net Income 2015: $309,8972015Revenue 2016: $3,414,878Expenses 2016: $1,948,695Net Income 2016: $1,466,1832016Revenue 2017: $2,504,289Expenses 2017: $2,644,953Net Income 2017: -$140,6642017Revenue 2018: $3,255,107Expenses 2018: $3,033,098Net Income 2018: $222,0092018Revenue 2019: $4,445,988Expenses 2019: $3,893,447Net Income 2019: $552,5412019Revenue 2020: $6,621,752Expenses 2020: $4,896,463Net Income 2020: $1,725,2892020Revenue 2021: $7,536,157Expenses 2021: $6,433,030Net Income 2021: $1,103,1272021Revenue 2022: $6,912,729Expenses 2022: $6,817,704Net Income 2022: $95,0252022Revenue 2023: $9,714,952Expenses 2023: $7,691,585Net Income 2023: $2,023,3672023Revenue 2024: $17,627,890Expenses 2024: $9,106,570Net Income 2024: $8,521,3202024Revenue 2025: $18,415,281Expenses 2025: $11,081,527Net Income 2025: $7,333,7542025

Highlighted filing

2023

Revenue$9,714,952
Expenses$7,691,585
Net Income$2,023,367
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Feb 5, 2024
Return Version
2022v5.0
Gross Receipts
$9,794,451
Mission and Program Overview

Mission

Compass working capital ("compass") is working to end asset poverty for families with low incomes and narrow the racial and gender wealth divides. Our mission is to partner with families with low incomes to build assets as a pathway out of poverty. We focus on reaching families led by black and/or latinx women. To achieve our mission, we operate client-centered savings and financial coaching programs, deliver training and technical assistance to other practitioners, and shape policy solutions that dismantle barriers to asset building.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$4,263,535$6,348,551▲ $2,085,016
Pledges and Grants Receivable$1,583,015$732,201▼ $850,814
Accounts Receivable$196,961$729,490▲ $532,529
Cash and Non-Interest-Bearing Accounts$390,099$428,556▲ $38,457
Land, Buildings, and Equipment, Net$354,221$424,562▲ $70,341
Prepaid Expenses and Deferred Charges$134,409$139,881▲ $5,472
Total Assets$6,922,240$9,217,842▲ $2,295,602
Other Assets Total$0$414,601▲ $414,601
Liabilities
Other Liabilities$180,000$419,830▲ $239,830
Accounts Payable and Accrued Expenses$368,744$401,149▲ $32,405
Total Liabilities$548,744$820,979▲ $272,235
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,418,260$7,175,422▲ $2,757,162
Net Assets With Donor Restrictions$1,955,236$1,221,441▼ $733,795
Total Net Assets Fund Balance$6,373,496$8,396,863▲ $2,023,367
Total Liabilities and Net Assets / Fund Balance$6,922,240$9,217,842▲ $2,295,602

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$350,050$330,531$680,581
Leasehold Improvements$58,832$141,114$199,946
Equipment$15,680$69,996$85,676
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Markita Morris-louisPresident/CEO/chief Strategy OfficerFT$187,098$13,974$201,072
Mckinsey AlstonChief Human Resources OfficerFT$141,531$17,916$159,447
Ann LentellChief Program Officer (until 8/2023)FT$129,286$5,629$134,915
James StuartChief Dev. and Comm. OfficerFT$114,941$15,997$130,938
Jalynne SantiagoCFO/treasurerFT$76,352$7,438$83,790
Sharon E RivaBoard Member-$51,662$2,054$53,716

Board Members and Trustees

NameTitle
Precillia RedmondChairperson
Meaghan MccarthyDirector
Omar WoodardDirector
Scott CarmelDirector
Thea JamesDirector
Lisa JacksonDirector (until 10/2022)
Asha MehtaDirector (until 8/2023)
Lidiane JonesDirector (until 8/2023)
Kimberly Monty HolzelClerk

Highest Paid Contractors

ContractorServicesLocationCompensation
Nxtstep Consulting LLCConsultant325 ABBEY RD, Berwyn, PA 19312$355,170
Revenue and Support

Revenue Composition

Contributions and Grants
$7,250,236
Program Service Revenue
$2,251,194
Investment Income
$182,700
Other Revenue
$30,822
All Other Contributions
$6,867,383
Change in Net Assets
$2,023,367

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded5$34,285Average of High/low
Total Noncash Contributions5$34,285-

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,768,947
Revenue Not Reported on Financial Statements
$-53,995
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-53,995
Total Revenue per Audited Statements
$9,768,947
Total Revenue per Form 990
$9,714,952
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,705,852
Other Expenses$1,921,733
Total Fundraising Expense$496,019
Grants and Similar Amounts Paid$64,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,414,294$699,069$245,739$4,359,102
Fees for Services Other$619,834$107,245$72,239$799,318
Other Employee Benefits$350,564$79,322$19,223$449,109
Current Officers, Directors, Trustees, and Key Employees$30,506$253,833$110,928$395,267
Payroll Taxes$277,364$84,637$28,334$390,335
Office Expenses$160,323$118,568$11,724$290,615
Depreciation Depletion$160,591$5,710$637$166,938
Information Technology$47,066$82,194$467$129,727
Fees for Services Lobbying$126,395--$126,395
Occupancy$102,910$18,630$2,782$124,322
Pension Plan Contributions$91,792$17,118$3,129$112,039
Conferences and Meetings$78,769$26,138-$104,907
Grants to Domestic Individuals$64,000--$64,000
Insurance$14,148$15,571-$29,719
Fees for Services Accounting-$28,350-$28,350
Fees for Services Legal-$9,596-$9,596
Other Expenses$3,140$7,256$206$3,346
Total Functional Expenses$5,642,329$1,553,237$496,019$7,691,585

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,745,580
Expenses per Audited Statements$7,691,585
Total Expenses per Form 990$7,691,585
Expenses Not Reported on Form 990$53,995
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$53,995
Fundraising Gross Income$39,806
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Breakfast$157,500$25,500$78$25,422
National Conference$40,159$14,306-$14,306
Total Events$197,659$39,806$53,995$-14,189
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Obligation$405,153
Financing Lease Obligation$14,677
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The audit committee reviewed and approved the form 990 prior to its filing. The form 990, with the exception of schedule b, was distributed to the board of directors prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The organization holds an orientation process for new employees and board members that covers the conflict-of-interest policy. In addition, board members have to sign acknowledgement form at annual meeting.”

Form 990, Part VI, Section B, Line 15

“The board has a compensation committee to review the ceo's compensation as well as overall benefits structure for all employees. The committee reviews nonprofit salary studies along with the ceo's performance.”

Form 990, Part VI, Section C, Line 19

“The organization's form 990 and annual financial statements are available upon request, posted on the organization's website, uploaded to guidestar, and are available on the ma attorney general's website. Form 1023 is available upon request. Ma form pc is available on the ma attorney general's website.”

Filing and Contact Details

Filer

Filer Name
Compass Working Capital Inc
EIN
20-3975100
Phone
6177900810
Address
89 SOUTH STREET 804, BOSTON, MA 02111

Signing Officer

Name
Markita Morris-louis
Title
President
Phone
6177900810
Signed
2024-02-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Markita Morris-louis
Formed
2005
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
5
Employees
64
Volunteers
46

Preparer

Firm
Aafcpas Inc
Address
50 WASHINGTON STREET, WESTBOROUGH, MA 01581
Preparer
Nichole Reilly CPA
Phone
5083669100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other professional fees: program service expenses 174,968. Management and general expenses 107,245. Fundraising expenses 72,239. Total expenses 354,452. Contracted coaching services: program service expenses 255,223. Management and general expenses 0. Fundraising expenses 0. Total expenses 255,223. Contracted evaluation and research services: program service expenses 189,643. Management and general expenses 0. Fundraising expenses 0. Total expenses 189,643.”

FORM 990, PART XII, LINE 2C:

“The audit committee is responsible for oversight of the audit of the financial statements and selection of an independent accountant. There were no changes during the year.”

Financial Statement Notes

PART X, LINE 2:

“Compass accounts for uncertainty in income taxes in accordance with asc topic, income taxes. This standard clarifies the accounting for uncertainty in tax positions and prescribes a recognition threshold and measurement attribute for the financial statements regarding a tax position taken or expected to be taken in a tax return. Compass has determined that there are no uncertain tax positions which qualify for either recognition or disclosure in the financial statements at august 31, 2023 and 2022. Compass' information returns are subject to examination by federal and state jurisdictions”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Fundraising events -53,995.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising events 53,995.”

Raw XML AppendixShowing 400 of 670 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/ActivityOrMissionDesc0COMPASS WORKING CAPITAL ("COMPASS") IS WORKING TO END ASSET POVERTY FOR FAMILIES WITH LOW INCOMES AND NARROW THE RACIAL AND GENDER WEALTH DIVIDES. OUR MISSION IS TO PARTNER WITH FAMILIES WITH LOW INCOMES TO BUILD ASSETS AS A PATHWAY OUT OF POVERTY. WE FOCUS ON REACHING FAMILIES LED BY BLACK AND/OR LATINX WOMEN. TO ACHIEVE OUR MISSION, WE OPERATE CLIENT-CENTERED SAVINGS AND FINANCIAL COACHING PROGRAMS, DELIVER TRAINING AND TECHNICAL ASSISTANCE TO OTHER PRACTITIONERS, AND SHAPE POLICY SOLUTIONS THAT DISMANTLE BARRIERS TO ASSET BUILDING.
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IRS990/Desc0FAMILY SELF-SUFFICIENCY (FSS) PROGRAM:SINCE 2010, COMPASS HAS PARTNERED WITH PUBLIC HOUSING AGENCIES AND PRIVATE OWNERS OF AFFORDABLE HOUSING TO DEVELOP AND IMPLEMENT AN ASSET-BUILDING AND FINANCIAL CAPABILITY MODEL FOR THE FAMILY SELF-SUFFICIENCY ("FSS") PROGRAM, A HISTORICALLY UNDERUTILIZED SAVINGS AND EMPLOYMENT PROGRAM OVERSEEN BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT ("HUD"). CONGRESS ESTABLISHED THE FSS PROGRAM IN 1990 AS AN EMPLOYMENT AND SAVINGS PROGRAM FOR RESIDENTS OF FEDERALLY SUBSIDIZED HOUSING. FAMILIES RECEIVING THIS ASSISTANCE TYPICALLY PAY 30% OF THEIR INCOME TOWARDS RENT. THIS STRUCTURE INADVERTENTLY DISCOURAGES SOME RESIDENTS FROM INCREASING THEIR WORK HOURS AND EARNINGS SINCE THEY WORRY ABOUT PAYING MORE RENT AND LOSING OTHER BENEFITS IF THEIR INCOME INCREASES. THE FSS MODEL REMOVES THIS DISINCENTIVE BY ALLOWING PARTICIPANTS TO CAPTURE THEIR INCREASED RENT PAYMENTS IN A SAVINGS ACCOUNT, HELD BY THE HOUSING PROVIDER, WHICH CAN BE ACCESSED UPON COMPLETION OF THE PROGRAM. PARTICIPANTS CAN UTILIZE THEIR SAVINGS TO ACHIEVE THEIR FINANCIAL GOALS. THE COMPASS FSS MODEL INTEGRATES FINANCIAL COACHING AND OTHER ASSET BUILDING STRATEGIES INTO THE FSS PROGRAM, WITH THE GOAL OF PROMOTING ECONOMIC MOBILITY AND FINANCIAL SECURITY FOR PARTICIPATING FAMILIES. THE FIRST MODEL OF ITS KIND IN THE COUNTRY, THE COMPASS FSS PROGRAM IS CURRENTLY OFFERED THROUGH PARTNERSHIP WITH PUBLIC HOUSING AUTHORITIES AND NONPROFIT HOUSING ORGANIZATIONS IN MASSACHUSETTS, PENNSYLVANIA, CALIFORNIA, CONNECTICUT, FLORIDA, ILLINOIS, MISSOURI, RHODE ISLAND, TEXAS, VIRGINIA, AND WASHINGTON, DC. THE COMPASS FSS PROGRAM HAS ATTRACTED LOCAL AND NATIONAL ATTENTION AS A SCALABLE, HOUSING-BASED MODEL TO SUPPORT FAMILIES WITH LOW INCOMES TO BUILD ASSETS, ACHIEVE THEIR GOALS, AND BECOME MORE FINANCIALLY SECURE.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt117916
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt25629
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt315997
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt47438
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt52054
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0MARKITA MORRIS-LOUIS
IRS990/Form990PartVIISectionAGrp/PersonNm1MCKINSEY ALSTON
IRS990/Form990PartVIISectionAGrp/PersonNm2ANN LENTELL
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES STUART
IRS990/Form990PartVIISectionAGrp/PersonNm4JALYNNE SANTIAGO
IRS990/Form990PartVIISectionAGrp/PersonNm5SHARON E RIVA
IRS990/Form990PartVIISectionAGrp/PersonNm6PRECILLIA REDMOND
IRS990/Form990PartVIISectionAGrp/PersonNm7KIMBERLY MONTY HOLZEL
IRS990/Form990PartVIISectionAGrp/PersonNm8SCOTT CARMEL
IRS990/Form990PartVIISectionAGrp/PersonNm9MEAGHAN MCCARTHY
IRS990/Form990PartVIISectionAGrp/PersonNm10OMAR WOODARD
IRS990/Form990PartVIISectionAGrp/PersonNm11THEA JAMES
IRS990/Form990PartVIISectionAGrp/PersonNm12LISA JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm13LIDIANE JONES
IRS990/Form990PartVIISectionAGrp/PersonNm14ASHA MEHTA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0187098
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1141531
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2129286
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3114941
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt476352
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt551662
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/CEO/CHIEF STRATEGY OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHIEF HUMAN RESOURCES OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHIEF PROGRAM OFFICER (UNTIL 8/2023)
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHIEF DEV. AND COMM. OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt4CFO/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt7CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR (UNTIL 10/2022)
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR (UNTIL 8/2023)
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR (UNTIL 8/2023)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0157853
IRS990/FundraisingDirectExpensesAmt053995
IRS990/FundraisingGrossIncomeAmt039806
IRS990/GainOrLossGrp/OtherAmt0-3504
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt0225000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt064000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt064000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt022000
IRS990/GrossReceiptsAmt09794451
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0467
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt082194
IRS990/InformationTechnologyGrp/ProgramServicesAmt047066
IRS990/InformationTechnologyGrp/TotalAmt0129727
IRS990/InsuranceGrp/ManagementAndGeneralAmt015571
IRS990/InsuranceGrp/ProgramServicesAmt014148
IRS990/InsuranceGrp/TotalAmt029719
IRS990/InvestmentIncomeGrp/ExclusionAmt0186204
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0186204
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0541641
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0354221
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0424562
IRS990/LandBldgEquipCostOrOtherBssAmt0966203
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt025504
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0COMPASS WORKING CAPITAL ("COMPASS") IS WORKING TO END ASSET POVERTY FOR FAMILIES WITH LOW INCOMES AND NARROW THE RACIAL AND GENDER WEALTH DIVIDES. OUR MISSION IS TO PARTNER WITH FAMILIES WITH LOW INCOMES TO BUILD ASSETS AS A PATHWAY OUT OF POVERTY. WE FOCUS ON REACHING FAMILIES LED BY BLACK AND/OR LATINX WOMEN. TO ACHIEVE OUR MISSION, WE OPERATE CLIENT-CENTERED SAVINGS AND FINANCIAL COACHING PROGRAMS, DELIVER TRAINING AND TECHNICAL ASSISTANCE TO OTHER PRACTITIONERS, AND SHAPE POLICY SOLUTIONS THAT DISMANTLE BARRIERS TO ASSET BUILDING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06373496
IRS990/NetAssetsOrFundBalancesEOYAmt08396863
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-3504
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-3504
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-14189
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-14189
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04418260
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07175422
IRS990/NoncashContributionsAmt034285
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02782
IRS990/OccupancyGrp/ManagementAndGeneralAmt018630
IRS990/OccupancyGrp/ProgramServicesAmt0102910
IRS990/OccupancyGrp/TotalAmt0124322
IRS990/OfficeExpensesGrp/FundraisingAmt011724
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0118568
IRS990/OfficeExpensesGrp/ProgramServicesAmt0160323
IRS990/OfficeExpensesGrp/TotalAmt0290615
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0414601
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt019223
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt079322
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0350564
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0449109
IRS990/OtherExpensesGrp/Desc0WORKSHOPS AND OTHER PRO
IRS990/OtherExpensesGrp/Desc1STAFF DEVELOPMENT AND T
IRS990/OtherExpensesGrp/Desc2CLIENT OUTREACH AND ASS
IRS990/OtherExpensesGrp/FundraisingAmt0210
IRS990/OtherExpensesGrp/FundraisingAmt1401
IRS990/OtherExpensesGrp/FundraisingAmt2206
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07256
IRS990/OtherExpensesGrp/ProgramServicesAmt094228
IRS990/OtherExpensesGrp/ProgramServicesAmt16405
IRS990/OtherExpensesGrp/ProgramServicesAmt23140
IRS990/OtherExpensesGrp/TotalAmt094438
IRS990/OtherExpensesGrp/TotalAmt114062
IRS990/OtherExpensesGrp/TotalAmt23346
IRS990/OtherLiabilitiesGrp/BOYAmt0180000
IRS990/OtherLiabilitiesGrp/EOYAmt0419830
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt043861
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01150
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt045011
IRS990/OtherRevenueTotalAmt045011
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0245739
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0699069
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03414294
IRS990/OtherSalariesAndWagesGrp/TotalAmt04359102
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt028334
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt084637
IRS990/PayrollTaxesGrp/ProgramServicesAmt0277364
IRS990/PayrollTaxesGrp/TotalAmt0390335
IRS990/PensionPlanContributionsGrp/FundraisingAmt03129
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt017118
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt091792
IRS990/PensionPlanContributionsGrp/TotalAmt0112039
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01583015
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0732201
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0134409
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0139881
IRS990/PrincipalOfficerNm0MARKITA MORRIS-LOUIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/Desc0FINANCIAL COACHING
IRS990/ProgramServiceRevenueGrp/Desc1SUBSCRIPTION REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02085307
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1165887
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02085307
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1165887
IRS990/ProgSrvcAccomActy2Grp/Desc0NATIONAL FIELD-BUILDING, TRAINING, AND TECHNICAL ASSISTANCE:THE FSS PROGRAM HAS THE POTENTIAL TO REACH AN ESTIMATED 2.2 MILLION HOUSEHOLDS NATIONALLY, YET ONLY A TINY SUBSET - LESS THAN 3% - OF ELIGIBLE HOUSEHOLDS ARE CURRENTLY ABLE TO TAKE ADVANTAGE OF THE PROGRAM. SINCE 2016, COMPASS HAS ALSO WORKED TO BUILD THE FIELD OF FSS PRACTITIONERS AND OTHER STAKEHOLDERS NATIONALLY AND SHARE OUT OUR BEST PRACTICES TO EXPAND THE SCOPE AND IMPACT OF FSS. CURRENTLY, THE ORGANIZATION MANAGES AN ONLINE LEARNING PLATFORM AND COMMUNITY CALLED COMPASS FSS LINK, WHICH PROVIDES FSS PRACTITIONERS WITH ACCESS TO RESOURCES FOR FSS PROGRAM MANAGEMENT AND FINANCIAL COACHING, TRAINING, AND OPPORTUNITIES TO CONNECT WITH OTHER FSS PRACTITIONERS ACROSS THE COUNTRY. COMPASS ALSO PROVIDES TRAINING AND TECHNICAL ASSISTANCE ON ITS MODEL FOR THE FSS PROGRAM TO HOUSING PROVIDERS WHO WANT TO IMPROVE THE QUALITY OF THEIR EXISTING PROGRAMS OR LAUNCH NEW ONES. AND, COMPASS HOSTS A BIENNIAL NATIONAL CONFERENCE ON THE FSS PROGRAM.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01129890
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0165887
IRS990/ProgSrvcAccomActy3Grp/Desc0SYSTEMS AND POLICY CHANGE:TO DELIVER ON OUR MISSION AND FULLY SUPPORT FAMILIES TO REACH THEIR FINANCIAL GOALS, COMPASS COMBINES DIRECT SERVICE AND FIELD-BUILDING WITH WORK ON BROADER SYSTEMS AND POLICY CHANGE. OUR FOCUS IS LARGELY ON ISSUES RELATED TO EXPANDING THE SCOPE AND IMPACT OF THE FSS PROGRAM, AS WELL AS OTHER PRIORITIES RELATED TO OUR MISSION TO END ASSET POVERTY AND NARROW THE RACIAL AND GENDER WEALTH DIVIDES. IN ORDER TO CARRY OUT THIS WORK, WE EDUCATE PUBLIC OFFICIALS, LEGISLATORS, AND POLICYMAKERS AT THE NATIONAL, STATE, AND LOCAL LEVELS, AND PLAY AN ACTIVE ROLE IN COALITIONS, GROUPS, ADVOCACY EFFORTS, AND INFORMAL NETWORKS THAT ALIGN WITH OUR MISSION AND VISION AND ENABLE US TO HELP PROMOTE PROMISING IDEAS, PRACTICES, AND POLICIES. WE ALSO WORK TO ELEVATE THE VOICES AND LIVED EXPERIENCES OF OUR CLIENTS TO INFLUENCE SYSTEMS AND POLICY CHANGE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0313223
IRS990/ProgSrvcAccomActy3Grp/GrantAmt064000
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01150
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05038949
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt045000
IRS990/PYInvestmentIncomeAmt020159
IRS990/PYOtherExpensesAmt02271095
IRS990/PYOtherRevenueAmt0-8949
IRS990/PYProgramServiceRevenueAmt01862570
IRS990/PYRevenuesLessExpensesAmt095025
IRS990/PYSalariesCompEmpBnftPaidAmt04501609
IRS990/PYTotalExpensesAmt06817704
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06912729
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02023367
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02085307
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04263535
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06348551
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07250236
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05051960
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05716230
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05181776
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03009414
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt026209616
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0186204
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt020159
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt031249
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0104071
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt035318
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0377001
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt08673417
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt043861
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt012616
IRS990ScheduleA/OtherIncome170Grp/TotalAmt056477
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.86280
IRS990ScheduleA/PublicSupportPY170Pct00.87000
IRS990ScheduleA/PublicSupportTotal170Amt022988208
IRS990ScheduleA/SubstantialContributorsTotAmt03221408
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X

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Filings

Displayed year

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

Open filing
Assets
$9,217,842
Liabilities
$820,979
Net assets
$8,396,863
Revenue
$9,714,952
Expenses
$7,691,585
Net income
$2,023,367
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$26.3$1.97$24.3$18.4$11.1$7.33
2024Detailed filing. Detailed filing data is available for this year.$18.5$1.57$17.0$17.6$9.11$8.52
2023Detailed filing. Detailed filing data is available for this year.$9.22$0.82$8.40$9.71$7.69$2.02
2022Detailed filing. Detailed filing data is available for this year.$6.92$0.55$6.37$6.91$6.82$0.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.23$0.95$6.28$7.54$6.43$1.10
2020Detailed filing. Detailed filing data is available for this year.$8.81$3.64$5.18$6.62$4.90$1.73
2019Detailed filing. Detailed filing data is available for this year.$3.63$0.18$3.45$4.45$3.89$0.55
2018Detailed filing. Detailed filing data is available for this year.$3.02$0.12$2.90$3.26$3.03$0.22
2017Detailed filing. Detailed filing data is available for this year.$2.84$0.17$2.68$2.50$2.64$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.92$0.11$2.82$3.41$1.95$1.47
2015Detailed filing. Detailed filing data is available for this year.$1.49$0.14$1.35$1.63$1.32$0.31
2014Detailed filing. Detailed filing data is available for this year.$1.12$0.08$1.04$1.47$0.80$0.67
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.06$0.37$0.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.12$0.17$0.39
2011Summary only. Only limited summary data is available for this year.$0.35$0.15$0.20$0.11$0.36$0.25
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.17$0.46$0.25