Civic Intelligence

Compass Point Research and Trading Charitable Foundation Inc.

990PF • Fiscal year 2014 • EIN 27-1917450

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 04, 2015

1055 Thomas Jefferson St NW Ste 303Washington, DC 20007

(202) 540-7303

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

64th percentile

9.8%

Higher net margin than 64% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

5th percentile

-69%

Faster asset growth than 5% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2012 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Down

$1,950

Down $17,910 (-90%) from 2012

Net Assets

Down

$1,950

Down $17,910 (-90%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$7,500

No earlier filing loaded for comparison.

Expenses

Down

$6,765

Down $44,066 (-87%) from 2012

Net Income

$735

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2010: $953Liabilities 2010: $0Net Assets 2010: $9532010Assets 2011: $3,891Liabilities 2011: $0Net Assets 2011: $3,8912011Assets 2012: $19,860Liabilities 2012: $0Net Assets 2012: $19,8602012Assets 2014: $1,950Liabilities 2014: $0Net Assets 2014: $1,9502014Assets 2015: $1,950Liabilities 2015: $0Net Assets 2015: $1,9502015Assets 2016: $560Liabilities 2016: $0Net Assets 2016: $5602016Assets 2017: $86Liabilities 2017: $0Net Assets 2017: $862017Assets 2018: $916Liabilities 2018: $0Net Assets 2018: $9162018Assets 2019: $421Liabilities 2019: $0Net Assets 2019: $4212019Assets 2020: $176Liabilities 2020: $0Net Assets 2020: $1762020Assets 2021: $871Liabilities 2021: $0Net Assets 2021: $8712021Assets 2022: $166Liabilities 2022: $0Net Assets 2022: $1662022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $2372023

Highlighted filing

2014

Assets$1,950
Liabilities$0
Net Assets$1,950

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $74,1472010Expenses 2011: $89,0622011Expenses 2012: $50,8312012Revenue 2014: $7,500Expenses 2014: $6,765Net Income 2014: $7352014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $0Expenses 2016: $1,390Net Income 2016: -$1,3902016Revenue 2017: $500Expenses 2017: $974Net Income 2017: -$4742017Revenue 2018: $1,000Expenses 2018: $170Net Income 2018: $8302018Revenue 2019: $0Expenses 2019: $495Net Income 2019: -$4952019Revenue 2020: $250Expenses 2020: $495Net Income 2020: -$2452020Revenue 2021: $2,000Expenses 2021: $1,305Net Income 2021: $6952021Revenue 2022: $0Expenses 2022: $705Net Income 2022: -$7052022Revenue 2023: $500Expenses 2023: $429Net Income 2023: $712023

Highlighted filing

2014

Revenue$7,500
Expenses$6,765
Net Income$735
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 4, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS NEALONDirector-$0--
SCOTT DREYERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Compass Point Research and Trading
EIN
27-1917450
Phone
2025407303
Address
1055 THOMAS JEFFERSON ST NW STE 303, WASHINGTON, DC 20007

Signing Officer

Name
Chris Nealon
Title
Director
Signed
2015-11-04

Preparer

Firm
Kenneth J Watter CPA Pa
Address
4332 MONTGOMERY AVENUE, BETHESDA, MD 20814
Preparer
Kenneth J Watter C
Phone
3016520580
Raw XML Appendix169 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ON COURSE FOUNDATION
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0237001
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06687
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt087819
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0COMPASS POINT RESEARCH AND TRADING
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01055 THOMAS JEFFERSON ST NW STE 303
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0120
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0COMPASS POINT LLC
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ReturnHeader/BuildTS02016-04-25 22:37:26Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
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ReturnHeader/PreparerPersonGrp/PhoneNum03016520580
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH J WATTER C
ReturnHeader/ReturnTs02015-11-05T16:08:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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