Civic Intelligence

Compass Institute

990EZ • Fiscal year 2020 • EIN 77-0234270

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 12, 2020

Organization ProfileN/A
882 LA Para AvenuePalo Alto, CA 94306

(651) 787-0409

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

8th percentile

-89%

Higher net margin than 8% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

97th percentile

$80,000

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 169.1% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

9th percentile

-46%

Faster asset growth than 9% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

52nd percentile

-11%

Faster revenue growth than 52% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$49,709

Down $41,875 (-46%) from 2019

Net Assets

Down

$49,709

Down $41,875 (-46%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin8th percentile

Revenue

Down

$47,300

Down $6,058 (-11%) from 2019

Expenses

Up

$89,175

Up $5,225 (+6.2%) from 2019

Net Income

Down

-$41,875

Down $11,283 (-37%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$150K$100K$50K$0Assets 2011: $10,800Liabilities 2011: $16,8342011Assets 2012: $40,516Liabilities 2012: $5,4172012Assets 2013: $23,040Liabilities 2013: $5,417Net Assets 2013: $17,6232013Assets 2014: $37,651Liabilities 2014: $5,4172014Assets 2015: $67,356Liabilities 2015: $0Net Assets 2015: $67,3562015Assets 2016: $74,772Liabilities 2016: $0Net Assets 2016: $74,7722016Assets 2017: $75,459Liabilities 2017: $0Net Assets 2017: $75,4592017Assets 2018: $122,176Liabilities 2018: $0Net Assets 2018: $122,1762018Assets 2019: $91,584Liabilities 2019: $0Net Assets 2019: $91,5842019Assets 2020: $49,709Liabilities 2020: $0Net Assets 2020: $49,7092020Assets 2021: $44,184Liabilities 2021: $0Net Assets 2021: $44,1842021Assets 2022: $37,557Liabilities 2022: $0Net Assets 2022: $37,5572022Assets 2023: $16,100Liabilities 2023: $0Net Assets 2023: $16,1002023

Highlighted filing

2020

Assets$49,709
Liabilities$0
Net Assets$49,709
Open 2020 Filing

Operations Trend

Revenue Growth52nd percentile

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

$100K$50K$0-$50KRevenue 2011: $53,894Expenses 2011: $61,157Net Income 2011: -$7,2632011Revenue 2012: $96,283Expenses 2012: $55,150Net Income 2012: $41,1332012Revenue 2013: $27,226Expenses 2013: $44,702Net Income 2013: -$17,4762013Revenue 2014: $36,352Expenses 2014: $21,741Net Income 2014: $14,6112014Revenue 2015: $59,451Expenses 2015: $24,329Net Income 2015: $35,1222015Revenue 2016: $72,887Expenses 2016: $65,471Net Income 2016: $7,4162016Revenue 2017: $51,550Expenses 2017: $50,863Net Income 2017: $6872017Revenue 2018: $87,602Expenses 2018: $40,885Net Income 2018: $46,7172018Revenue 2019: $53,358Expenses 2019: $83,950Net Income 2019: -$30,5922019Revenue 2020: $47,300Expenses 2020: $89,175Net Income 2020: -$41,8752020Revenue 2021: $25,860Expenses 2021: $31,385Net Income 2021: -$5,5252021Revenue 2022: $49,903Expenses 2022: $56,530Net Income 2022: -$6,6272022Revenue 2023: $29,166Expenses 2023: $50,623Net Income 2023: -$21,4572023

Highlighted filing

2020

Revenue$47,300
Expenses$89,175
Net Income-$41,875
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$47,300
Mission and Program Overview

Mission

The mission of compass institute is to create a new generation of ethical leaders, active citizens, and innovative thinkers through service-learning, leadership development, and social entrepreneurship. To accomplish that, we support youth leadership development nationally and internationally through professional development, curriculum writing, program evaluation, program development, and coaching to non-profits, schools, universities, foundations, juvenile correctional facilities, and governments.

Program Services

DescriptionGrantsExpenses
YMCA EQUITY INNOVATION CENTER EVENTS AUTHORING A TOOLKIT FOR DIVERSITY, EQUITY AND INCLUSION$0$60,000
PEER HELPING MATERIALS DEVELOPMENT. RESEARCH AND WRITING ON YOUTH LEADERSHIP AND SERVICE.$0$18,000
K-12 TEACHER TRAINING AND PROFESSIONAL DEVELOPMENT FOR FACULTY SCHOOL SURVEY ON PUBLIC PURPOSE.$0$7,000
GLOBAL YOUTH LEADERSHIP DEVELOPMENT: BEGAN PLANNING AN ORGANIZATIONAL WEBSITE AND WRITING A BOOK ON MINDSETS FOR TEACHERS AND YOUTH LEADERS.$0$4,175
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES TOOLE PHDPresident-$80,000-$80,000
PAMELA TOOLE PHDVice President-$8,000-$8,000
BARBARA VARENHORST PHDBoard Member-$0--
SUSAN CHARLES PHDBoard Member-$0--
SHIRLEY O'NEIL MEDBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Compass Institute
EIN
77-0234270
Phone
6517870409
Address
882 LA PARA AVENUE, PALO ALTO, CA 94306

Signing Officer

Name
James Toole
Title
President
Phone
6517870409
Signed
2020-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Casey Menden Faust & Nelson Pa
Address
7900 WEST 78TH STREET STE 450, EDINA, MN 55439-2586
Preparer
John F Menden CPA
Phone
9529467900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: registration fees. Amount: 35. Description: donation. Amount: 500. Total to form 990-ez, line 16: 535.”

Raw XML Appendix184 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
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IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF COMPASS INSTITUTE IS TO CREATE A NEW GENERATION OF ETHICAL LEADERS, ACTIVE CITIZENS, AND INNOVATIVE THINKERS THROUGH SERVICE-LEARNING, LEADERSHIP DEVELOPMENT, AND SOCIAL ENTREPRENEURSHIP. TO ACCOMPLISH THAT, WE SUPPORT YOUTH LEADERSHIP DEVELOPMENT NATIONALLY AND INTERNATIONALLY THROUGH PROFESSIONAL DEVELOPMENT, CURRICULUM WRITING, PROGRAM EVALUATION, PROGRAM DEVELOPMENT, AND COACHING TO NON-PROFITS, SCHOOLS, UNIVERSITIES, FOUNDATIONS, JUVENILE CORRECTIONAL FACILITIES, AND GOVERNMENTS.
IRS990EZ/ProgramServiceRevenueAmt037300
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1K-12 TEACHER TRAINING AND PROFESSIONAL DEVELOPMENT FOR FACULTY SCHOOL SURVEY ON PUBLIC PURPOSE.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: REGISTRATION FEES. AMOUNT: 35. DESCRIPTION: DONATION. AMOUNT: 500. TOTAL TO FORM 990-EZ, LINE 16: 535.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06517870409
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COMPASS INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0COMP
ReturnHeader/Filer/EIN0770234270
ReturnHeader/Filer/PhoneNum06517870409
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ReturnHeader/FilingSecurityInformation/IPTm009:36:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411535741
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CASEY MENDEN FAUST & NELSON PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07900 WEST 78TH STREET STE 450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDINA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0554392586
ReturnHeader/PreparerPersonGrp/PhoneNum09529467900
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN F MENDEN CPA
ReturnHeader/ReturnTs02020-11-13T15:09:31-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,709
Liabilities
$0
Net assets
$49,709
Revenue
$47,300
Expenses
$89,175
Net income
-$41,875
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.29$0.51$0.21
2022Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.50$0.57$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.26$0.31$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.47$0.89$0.42
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.53$0.84$0.31
2018Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.88$0.41$0.47
2017Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.52$0.51$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.73$0.65$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.59$0.24$0.35
2014Summary only. Only limited summary data is available for this year.$0.38$0.05$0.36$0.22$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.05$0.18$0.27$0.45$0.17
2012Summary only. Only limited summary data is available for this year.$0.41$0.05$0.96$0.55$0.41
2011Summary only. Only limited summary data is available for this year.$0.11$0.17$0.54$0.61$0.07