Civic Intelligence

Compass Point Research and Trading Charitable Foundation Inc.

990PF • Fiscal year 2019 • EIN 27-1917450

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 03, 2020

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

8th percentile

-54%

Faster asset growth than 8% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$421

Down $495 (-54%) from 2018

Net Assets

Down

$421

Down $495 (-54%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $1,000 (-100%) from 2018

Expenses

Up

$495

Up $325 (+191%) from 2018

Net Income

Down

-$495

Down $1,325 (-160%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2019

Assets$421
Liabilities$0
Net Assets$421
Open 2019 Filing

Operations Trend

Revenue Growth1st 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

2019

Revenue$0
Expenses$495
Net Income-$495
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 3, 2020
Return Version
2019v5.0
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
2020-11-03

Preparer

Firm
Kenneth J Watter CPA Pa
Address
5 N ADAMS ST, 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/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SCOTT DREYER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01055 THOMAS JEFFERSON ST NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11055 THOMAS JEFFERSON ST NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WASHINGTON
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CHRIS NEALON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02025407303
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NO INVESTMENTS MADE
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01055 THOMAS JEF
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0DC
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt033
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ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS NEALON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COMPASS POINT RESEARCH AND TRADING
ReturnHeader/Filer/BusinessNameControlTxt0COMP
ReturnHeader/Filer/EIN0271917450
ReturnHeader/Filer/PhoneNum02025407303
ReturnHeader/Filer/USAddress/AddressLine1Txt01055 THOMAS JEFFERSON ST NW STE 303
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020007
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.114.64.59
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KENNETH J WATTER CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 N ADAMS ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020850
ReturnHeader/PreparerPersonGrp/PhoneNum03016520580
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH J WATTER C
ReturnHeader/ReturnTs02020-11-03T13:35:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$421
Liabilities
$0
Net assets
$421
Revenue
$0
Expenses
$495
Net income
-$495
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • <$500k nonprofits