Civic Intelligence

Compass Point Research and Trading Charitable Foundation Inc.

990PF • Fiscal year 2016 • EIN 27-1917450

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

Organization Profile
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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

5th percentile

-71%

Faster asset growth than 5% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$560

Down $1,390 (-71%) from 2015

Net Assets

Down

$560

Down $1,390 (-71%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2015

Expenses

Up

$1,390

Up $1,390 from 2015

Net Income

Down

-$1,390

Down $1,390 from 2015

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

2016

Assets$560
Liabilities$0
Net Assets$560
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2016

Revenue$0
Expenses$1,390
Net Income-$1,390
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

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
2017-11-13

Preparer

Firm
Kenneth J Watter CPA Pa
Address
4332 MONTGOMERY AVENUE, BETHESDA, MD 20814
Preparer
Kenneth J Watter C
Phone
3016520580
Raw XML Appendix125 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01305
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHRIS NEALON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SCOTT DREYER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01055 THOMAS JEFFERSON ST NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11055 THOMAS JEFFERSON ST NW
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01390
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01055 THOMAS JEFFERSON ST NW STE 303
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd020007
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02025407303
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NO INVESTMENTS MADE
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02025407303
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt064
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COMPASS POINT RESEARCH AND TRADING
ReturnHeader/Filer/BusinessNameControlTxt0COMP
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ReturnHeader/Filer/PhoneNum02025407303
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020814
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ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH J WATTER C
ReturnHeader/ReturnTs02017-11-15T09:49:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$560
Liabilities
$0
Net assets
$560
Revenue
$0
Expenses
$1,390
Net income
-$1,390
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.24$0.50$0.43$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.00$0.71$0.71
2021Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$2.00$1.31$0.70
2020Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.25$0.50$0.25
2019Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.00$0.50$0.50
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$1.00$0.17$0.83
2017Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.50$0.97$0.47
2016Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.00$1.39$1.39
2015Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$7.50$6.77$0.74
2012Detailed filing. Detailed filing data is available for this year.$19.9$0.00$19.9$50.8
2011Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$89.1
2010Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$74.1