Civic Intelligence

Compass Rose Foundation Inc.

990 • Fiscal year 2011 • EIN 59-0972013

Jul 01, 2010 to Jun 30, 2011 • Filed on Nov 15, 2011

Organization ProfileWWW.COMPASSROSEFOUNDATION.ORG

View Organization Page

7855 126 Ave North33773
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2011 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

57th percentile

5.1%

Faster asset growth than 57% of similar nonprofits.

2011 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$45,371,759

Up $2,182,508 (+5.1%) from 2010

Net Assets

Up

$45,284,922

Up $2,199,363 (+5.1%) from 2010

Liabilities

Down

$86,837

Down $16,855 (-16%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$1,438,169

Down $11,519,032 (-89%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$80M$60M$40M$20M$0Assets 2010: $43,189,251Liabilities 2010: $103,692Net Assets 2010: $43,085,5592010Assets 2011: $45,371,759Liabilities 2011: $86,837Net Assets 2011: $45,284,9222011Assets 2012: $45,898,397Liabilities 2012: $85,067Net Assets 2012: $45,813,3302012Assets 2013: $43,072,466Liabilities 2013: $4,861,314Net Assets 2013: $38,211,1522013Assets 2014: $43,425,160Liabilities 2014: $4,722,816Net Assets 2014: $38,702,3442014Assets 2015: $43,100,861Liabilities 2015: $5,749,265Net Assets 2015: $37,351,5962015Assets 2016: $42,233,576Liabilities 2016: $5,567,946Net Assets 2016: $36,665,6302016Assets 2017: $46,162,322Liabilities 2017: $7,906,424Net Assets 2017: $38,255,8982017Assets 2018: $47,832,943Liabilities 2018: $7,485,910Net Assets 2018: $40,347,0332018Assets 2019: $48,877,387Liabilities 2019: $7,743,483Net Assets 2019: $41,133,9042019Assets 2020: $52,838,352Liabilities 2020: $11,123,133Net Assets 2020: $41,715,2192020Assets 2021: $63,433,949Liabilities 2021: $13,034,067Net Assets 2021: $50,399,8822021Assets 2022: $51,584,568Liabilities 2022: $1,734,004Net Assets 2022: $49,850,5642022Assets 2023: $55,274,380Liabilities 2023: $2,628,930Net Assets 2023: $52,645,4502023Assets 2024: $62,887,884Liabilities 2024: $2,644,674Net Assets 2024: $60,243,2102024Assets 2025: $68,159,173Liabilities 2025: $3,857,155Net Assets 2025: $64,302,0182025

Highlighted filing

2011

Assets$45,371,759
Liabilities$86,837
Net Assets$45,284,922
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$10M$0-$10MExpenses 2010: $12,957,2012010Expenses 2011: $1,438,1692011Revenue 2012: $1,797,306Expenses 2012: $1,301,838Net Income 2012: $495,4682012Expenses 2013: $1,458,8082013Revenue 2014: $1,421,696Expenses 2014: $1,396,476Net Income 2014: $25,2202014Revenue 2015: $1,347,127Expenses 2015: $1,410,327Net Income 2015: -$63,2002015Revenue 2016: $754,544Expenses 2016: $1,321,641Net Income 2016: -$567,0972016Revenue 2017: $5,357,070Expenses 2017: $4,688,959Net Income 2017: $668,1112017Revenue 2018: $14,658,394Expenses 2018: $12,726,823Net Income 2018: $1,931,5712018Revenue 2019: $13,673,801Expenses 2019: $13,745,677Net Income 2019: -$71,8762019Revenue 2020: $15,084,121Expenses 2020: $14,473,961Net Income 2020: $610,1602020Revenue 2021: $19,104,962Expenses 2021: $14,351,161Net Income 2021: $4,753,8012021Revenue 2022: $19,833,051Expenses 2022: $16,400,518Net Income 2022: $3,432,5332022Revenue 2023: $12,456,788Expenses 2023: $11,344,034Net Income 2023: $1,112,7542023Revenue 2024: $16,127,603Expenses 2024: $11,789,606Net Income 2024: $4,337,9972024Revenue 2025: $17,255,354Expenses 2025: $14,153,920Net Income 2025: $3,101,4342025

Highlighted filing

2011

Revenue-
Expenses$1,438,169
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Nov 15, 2011
Return Version
2010v3.4
Gross Receipts
$4,853,831
Mission and Program Overview

Mission

To govern, manage and oversee educational institutions.

Filing and Contact Details

Filer

EIN
59-0972013
Raw XML AppendixShowing 400 of 507 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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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE. ITS SUBSIDIARY IS A FOR-PROFIT CORPORATION AND IS SUBJECT TO FEDERAL AND STATE INCOME TAXES. THE FOUNDATION DOES NOT FILE A CONSOLIDATED TAX RETURN WITH ITS SUBSIDIARY. THE SUBSIDIARY FILES ITS OWN FEDERAL AND STATE INCOME TAX RETURNS. THE SUBSIDIARY PROVIDES FOR DEFERRED INCOME TAXES UNDER THE ASSET AND LIABILITY METHOD OF ACCOUNTING. THIS METHOD REQUIRES THE RECOGNITION OF DEFERRED INCOME TAXES, BASED UPON THE TAX CONSEQUENCES OF "TEMPORARY DIFFERENCES" BY APPLYING ENACTED STATUTORY TAX RATES APPLICABLE TO FUTURE YEARS TO DIFFERENCES BETWEEN THE FINANCIAL STATEMENT CARRYING AMOUNTS AND THE TAX BASES OF EXISTING ASSETS AND LIABILITIES. THE DEFERRED TAXES REPRESENT THE FUTURE TAX RETURN CONSEQUENCES OF THE DIFFERENCES BETWEEN THE BASIS OF CERTAIN ASSETS AND LIABILITIES FOR FINANCIAL AND TAX REPORTING. THE FOUNDATION AND ITS SUBSIDIARY HAVE ADOPTED ACCOUNTING STANDARDS CODIFICATION ASC 740-10, INCOME TAXES AS IT RELATES TO UNCERTAIN TAX POSITIONS, AND HAS EVALUATED ITS TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS. CURRENTLY, THE 2007, 2008, AND 2009 TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. HOWEVER, THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT NOR HAS THE FOUNDATION BEEN CONTACTED BY ANY TAX JURISDICTION. MANAGEMENT IS RESPONSIBLE FOR EVALUATING THE FOUNDATION'S AND ITS SUBSIDIARY'S UNCERTAIN TAX POSITIONS. ACCRUED INTEREST RELATED TO UNRECOGNIZED TAX POSITIONS, IF ANY, ARE RECOGNIZED IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. BASED ON AN EVALUATION OF THE FOUNDATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEAR ENDED JUNE 30, 2011.
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IRS990ScheduleD/TotalRevenuePerForm99001976516
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt08749438
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt010948801
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IRS990ScheduleE/ComplianceWithRevProc75500true
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IRS990ScheduleE/DiscriminateRaceOtherActy0false
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IRS990ScheduleE/DiscriminateRaceUseOfFclts0false
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IRS990ScheduleJ/BoardOrCommitteeApproval0X
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IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg1288848
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg2194065
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0DONALD C JONES
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1GREGORY JONES
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson2SHARON B JONES
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IRS990ScheduleO/GeneralExplanation/Explanation0DONALD JONES SHARON JONES CEO SEC/TREAS HUSBAND/WIFE DONALD JONES GREGORY JONES CEO PRES FATHER/SON SHARON JONES GREGORY JONES SEC/TREAS PRES MOTHER/SON
IRS990ScheduleO/GeneralExplanation/Explanation1A COPY OF THE COMPLETED FORM 990 IS PRESENTED TO THE BOARD MEMBERS IN ADVANCE OF A REGULAR MEETING OF THE BOARD. THE BOARD MEMBERS ARE AFFORDED THE OPPORTUNITY TO ASK QUESTIONS AND REQUEST CHANGES (IF THERE ARE PERCEIVED FACTUAL INACCURACIES). THE FINAL FORM 990 IS APPROVED AS PRESENTED OR, IF APPLICABLE, AS CHANGED, BY A MAJORITY VOTE OF THE MEMBERS PRESENT AT THE MEETING.
IRS990ScheduleO/GeneralExplanation/Explanation2THE ORGANIZATION MAINTAINS A CONFLICT OF INTEREST POLICY TO ENSURE THAT CONFLICTS BETWEEN AND AMONG THE ORGANIZATION, ITS EMPLOYEES AND ITS DIRECTORS ARE PROPERLY DISCLOSED AND, IF IMPROPER, AVOIDED. THE ORGANIZATION ENFORCES THIS POLICY BY REQUIRING THAT IMPROPER CONFLICTS OF INTEREST RELATIONSHIPS ARE AVOIDED OR ELIMINATED AND BY ENSURING THAT DIRECTORS WITH REAL OR PERCEIVED CONFLICTS ABSTAIN FROM DEBATING OR VOTING UPON MATTERS RELATED TO THE CONFLICT. ALL EMPLOYEES AND DIRECTORS ARE REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS.
IRS990ScheduleO/GeneralExplanation/Explanation3THE ORGANIZATION'S BOARD HAS ADOPTED A COMPENSATION POLICY (THE "POLICY") FOR COVERED INDIVIDUALS. PURSUANT TO THE POLICY, A COMPENSATION COMMITTEE OF INDEPENDENT DIRECTORS WAS ESTABLISHED TO REVIEW THE COMPENSATION OF ALL EMPLOYEES SPECIFIED AS HAVING A SUBSTANTIAL INFLUENCE OVER THE ORGANIZATION AND WHO RECEIVE REMUNERATION FROM THE ORGANIZATION, INCLUDING, AMONG OTHERS, THE ORGANIZATION'S PRESIDENT AND CHIEF EXECUTIVE OFFICER. THE COMPENSATION COMMITTEE IS ADVISED BY AN INDEPENDENT COMPENSATION CONSULTANT, WHICH OPINES TO THE COMPENSATION COMMITTEE THAT THE LEVEL OF COMPENSATION PAID AND THE PROCESS BY WHICH THE COMPENSATION IS ESTABLISHED MEET APPLICABLE IRS REASONABLENESS AND "SAFE HARBOR" STANDARDS. THE OUTSIDE COMPENSATION CONSULTANT PROVIDES DATA OF COMPENSATION PROVIDED AT SIMILAR ORGANIZATIONS TO ENSURE THAT THE ORGANIZATION DOES NOT COMPENSATE IN EXCESS OF MARKET NORMS.
IRS990ScheduleO/GeneralExplanation/Explanation4THE ORGANIZATION'S BOARD HAS ADOPTED A COMPENSATION POLICY (THE "POLICY") FOR COVERED INDIVIDUALS. PURSUANT TO THE POLICY, A COMPENSATION COMMITTEE OF INDEPENDENT DIRECTORS WAS ESTABLISHED TO REVIEW THE COMPENSATION OF ALL EMPLOYEES SPECIFIED AS HAVING A SUBSTANTIAL INFLUENCE OVER THE ORGANIZATION AND WHO RECEIVE REMUNERATION FROM THE ORGANIZATION, INCLUDING, AMONG OTHERS, THE ORGANIZATION'S PRESIDENT AND CHIEF EXECUTIVE OFFICER. THE COMPENSATION COMMITTEE IS ADVISED BY AN INDEPENDENT COMPENSATION CONSULTANT, WHICH OPINES TO THE COMPENSATION COMMITTEE THAT THE LEVEL OF COMPENSATION PAID AND THE PROCESS BY WHICH THE COMPENSATION IS ESTABLISHED MEET APPLICABLE IRS REASONABLENESS AND "SAFE HARBOR" STANDARDS. THE OUTSIDE COMPENSATION CONSULTANT PROVIDES DATA OF COMPENSATION PROVIDED AT SIMILAR ORGANIZATIONS TO ENSURE THAT THE ORGANIZATION DOES NOT COMPENSATE IN EXCESS OF MARKET NORMS.
IRS990ScheduleO/GeneralExplanation/Explanation5THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST OR AS OTHERWISE REQUIRED BY FEDERAL AND FLORIDA STATUTE.
IRS990ScheduleO/GeneralExplanation/Identifier0RELATED PARTY INFORMATION AMONG OFFICERS
IRS990ScheduleO/GeneralExplanation/Identifier1ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier2ENFORCEMENT OF CONFLICTS POLICY
IRS990ScheduleO/GeneralExplanation/Identifier3COMPENSATION PROCESS FOR TOP OFFICIAL
IRS990ScheduleO/GeneralExplanation/Identifier4COMPENSATION PROCESS FOR OFFICERS
IRS990ScheduleO/GeneralExplanation/Identifier5GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine102040 COLONIAL BLVD
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IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State0FL
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode033907

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$45,371,759
Liabilities
$86,837
Net assets
$45,284,922
Revenue
-
Expenses
$1,438,169
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$68.2$3.86$64.3$17.3$14.2$3.10
2024Detailed filing. Detailed filing data is available for this year.$62.9$2.64$60.2$16.1$11.8$4.34
2023Detailed filing. Detailed filing data is available for this year.$55.3$2.63$52.6$12.5$11.3$1.11
2022Detailed filing. Detailed filing data is available for this year.$51.6$1.73$49.9$19.8$16.4$3.43
2021Detailed filing. Detailed filing data is available for this year.$63.4$13.0$50.4$19.1$14.4$4.75
2020Detailed filing. Detailed filing data is available for this year.$52.8$11.1$41.7$15.1$14.5$0.61
2019Detailed filing. Detailed filing data is available for this year.$48.9$7.74$41.1$13.7$13.7$0.07
2018Detailed filing. Detailed filing data is available for this year.$47.8$7.49$40.3$14.7$12.7$1.93
2017Detailed filing. Detailed filing data is available for this year.$46.2$7.91$38.3$5.36$4.69$0.67
2016Detailed filing. Detailed filing data is available for this year.$42.2$5.57$36.7$0.75$1.32$0.57
2015Detailed filing. Detailed filing data is available for this year.$43.1$5.75$37.4$1.35$1.41$0.06
2014Detailed filing. Detailed filing data is available for this year.$43.4$4.72$38.7$1.42$1.40$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.1$4.86$38.2$1.46
2012Summary only. Only limited summary data is available for this year.$45.9$0.09$45.8$1.80$1.30$0.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.4$0.09$45.3$1.44
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.2$0.10$43.1$13.0