Civic Intelligence

Compass Point Research and Trading Charitable Foundation Inc.

990PF • Fiscal year 2018 • EIN 27-1917450

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

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

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

97th percentile

83%

Higher net margin than 97% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

99th percentile

965%

Faster asset growth than 99% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

100%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$916

Up $830 (+965%) from 2017

Net Assets

Up

$916

Up $830 (+965%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin97th percentile

Revenue

Up

$1,000

Up $500 (+100%) from 2017

Expenses

Down

$170

Down $804 (-83%) from 2017

Net Income

Up

$830

Up $1,304 (+275%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth99th 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

2018

Assets$916
Liabilities$0
Net Assets$916
Open 2018 Filing

Operations Trend

Revenue Growth92nd percentile

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

2018

Revenue$1,000
Expenses$170
Net Income$830
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay77th 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
2019-11-14

Preparer

Firm
Kenneth J Watter CPA Pa
Address
5 N ADAMS STREET, ROCKVILLE, MD 20850
Preparer
Kenneth J Watter C
Phone
3016520580
Raw XML Appendix164 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/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NO INVESTMENTS MADE
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ReturnHeader/BuildTS02020-03-31 21:24:44Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COMPASS POINT RESEARCH AND TRADING
ReturnHeader/Filer/BusinessNameControlTxt0COMP
ReturnHeader/Filer/EIN0271917450
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 N ADAMS STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020850
ReturnHeader/PreparerPersonGrp/PhoneNum03016520580
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH J WATTER C
ReturnHeader/ReturnTs02019-11-14T15:50:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$916
Liabilities
$0
Net assets
$916
Revenue
$1,000
Expenses
$170
Net income
$830
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