Civic Intelligence

Compass Point Research and Trading Charitable Foundation Inc.

990PF • Fiscal year 2021 • EIN 27-1917450

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 29, 2022

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

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

77th percentile

35%

Higher net margin than 77% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

97th percentile

395%

Faster asset growth than 97% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

700%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$871

Up $695 (+395%) from 2020

Net Assets

Up

$871

Up $695 (+395%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$2,000

Up $1,750 (+700%) from 2020

Expenses

Up

$1,305

Up $810 (+164%) from 2020

Net Income

Up

$695

Up $940 (+384%) from 2020

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

2021

Assets$871
Liabilities$0
Net Assets$871

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

2021

Revenue$2,000
Expenses$1,305
Net Income$695
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 29, 2022
Return Version
2021v4.1
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
Address
1055 THOMAS JEFFERSON ST NW STE 303, WASHINGTON, DC 20007

Signing Officer

Name
Chris Nealon
Title
Director
Phone
2025407303
Signed
2022-03-29

Preparer

Firm
Kenneth J Watter CPA Pa
Address
5 N ADAMS ST, ROCKVILLE, MD 20850
Preparer
Kenneth J Watter C
Phone
3016520580
Raw XML Appendix176 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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH J WATTER C
ReturnHeader/ReturnTs02022-11-14T12:29:17-05:00
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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