Civic Intelligence

Compasspoint Nonprofit Services

990 • Fiscal year 2023 • EIN 93-1196632

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 08, 2024

548 Market Street Pmb 25158San Francisco, CA 94104-5401

(510) 318-3755

Siviq Scores

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

Liabilities / Assets

55th percentile

0.09x

Higher debt load relative to assets than 55% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

68th percentile

0.24x

Higher debt load relative to revenue than 68% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

3rd percentile

-110%

Higher net margin than 3% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

90th percentile

$203,913

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 12.1% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

4th percentile

-30%

Faster asset growth than 4% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-62%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$4,335,928

Down $1,879,942 (-30%) from 2022

Net Assets

Down

$3,927,250

Down $1,852,385 (-32%) from 2022

Liabilities

Down

$408,678

Down $27,557 (-6.3%) from 2022

Revenue

Down

$1,687,410

Down $2,726,762 (-62%) from 2022

Expenses

Up

$3,539,795

Up $717,584 (+25%) from 2022

Net Income

Down

-$1,852,385

Down $3,444,346 (-216%) from 2022

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,632,710Liabilities 2010: $301,863Net Assets 2010: $2,330,8472010Assets 2011: $2,597,793Liabilities 2011: $464,524Net Assets 2011: $2,133,2692011Assets 2012: $3,641,357Liabilities 2012: $719,026Net Assets 2012: $2,922,3312012Assets 2013: $2,262,378Liabilities 2013: $588,196Net Assets 2013: $1,674,1822013Assets 2014: $3,093,304Liabilities 2014: $600,311Net Assets 2014: $2,492,9932014Assets 2015: $2,307,822Liabilities 2015: $646,484Net Assets 2015: $1,661,3382015Assets 2016: $4,998,305Liabilities 2016: $512,180Net Assets 2016: $4,486,1252016Assets 2017: $3,188,139Liabilities 2017: $386,083Net Assets 2017: $2,802,0562017Assets 2018: $3,196,331Liabilities 2018: $313,062Net Assets 2018: $2,883,2692018Assets 2019: $3,859,040Liabilities 2019: $335,642Net Assets 2019: $3,523,3982019Assets 2020: $2,001,024Liabilities 2020: $310,180Net Assets 2020: $1,690,8442020Assets 2021: $4,915,311Liabilities 2021: $727,637Net Assets 2021: $4,187,6742021Assets 2022: $6,215,870Liabilities 2022: $436,235Net Assets 2022: $5,779,6352022Assets 2023: $4,335,928Liabilities 2023: $408,678Net Assets 2023: $3,927,2502023Assets 2024: $2,798,150Liabilities 2024: $329,156Net Assets 2024: $2,468,9942024

Highlighted filing

2023

Assets$4,335,928
Liabilities$408,678
Net Assets$3,927,250

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2010: $3,321,734Expenses 2010: $3,972,460Net Income 2010: -$650,7262010Expenses 2011: $4,149,2062011Expenses 2012: $4,210,7212012Revenue 2013: $2,607,057Expenses 2013: $3,855,207Net Income 2013: -$1,248,1502013Revenue 2014: $4,643,093Expenses 2014: $3,824,282Net Income 2014: $818,8112014Revenue 2015: $3,112,864Expenses 2015: $3,944,519Net Income 2015: -$831,6552015Revenue 2016: $6,726,291Expenses 2016: $3,901,504Net Income 2016: $2,824,7872016Revenue 2017: $2,142,378Expenses 2017: $3,826,447Net Income 2017: -$1,684,0692017Revenue 2018: $3,175,354Expenses 2018: $3,094,141Net Income 2018: $81,2132018Revenue 2019: $3,682,344Expenses 2019: $3,042,215Net Income 2019: $640,1292019Revenue 2020: $1,200,798Expenses 2020: $2,733,352Net Income 2020: -$1,532,5542020Revenue 2021: $4,789,548Expenses 2021: $2,292,718Net Income 2021: $2,496,8302021Revenue 2022: $4,414,172Expenses 2022: $2,822,211Net Income 2022: $1,591,9612022Revenue 2023: $1,687,410Expenses 2023: $3,539,795Net Income 2023: -$1,852,3852023Revenue 2024: $1,781,368Expenses 2024: $3,239,624Net Income 2024: -$1,458,2562024

Highlighted filing

2023

Revenue$1,687,410
Expenses$3,539,795
Net Income-$1,852,385
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 8, 2024
Return Version
2023v5.1
Gross Receipts
$1,687,410
Mission and Program Overview

Mission

Compasspoint is a national nonprofit leadership practice that works shoulder to shoulder with leaders, nonprofit organizations, and movement networks as we build a more equitable world together.

To help social justice leaders, organizations, and movements realize their full power.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$271,914$3,504,838▲ $3,232,924
Pledges and Grants Receivable$1,035,600$325,000▼ $710,600
Cash and Non-Interest-Bearing Accounts$4,799,537$291,352▼ $4,508,185
Land, Buildings, and Equipment, Net$19,746$47,327▲ $27,581
Prepaid Expenses and Deferred Charges$61,049$43,110▼ $17,939
Accounts Receivable$26,188$11,738▼ $14,450
Total Assets$6,215,870$4,335,928▼ $1,879,942
Other Assets Total$1,836$112,563▲ $110,727
Liabilities
Accounts Payable and Accrued Expenses$268,703$165,813▼ $102,890
Deferred Revenue$167,532$128,659▼ $38,873
Other Liabilities$0$114,206▲ $114,206
Total Liabilities$436,235$408,678▼ $27,557
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,886,372$3,589,547▼ $296,825
Net Assets With Donor Restrictions$1,893,263$337,703▼ $1,555,560
Total Net Assets Fund Balance$5,779,635$3,927,250▼ $1,852,385
Total Liabilities and Net Assets / Fund Balance$6,215,870$4,335,928▼ $1,879,942

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$21,823$354,349$376,172
Leasehold Improvements$25,504$2,873$28,377
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shannon EllisCo-executive DirectorFT$174,207$29,706$203,913
Elizabeth DeriasCo-executive DirectorFT$176,348$6,390$182,738
Asha MehtaCo-executive Director (started 7/23)FT$152,097$10,470$162,567
Spring OparaProject DirectorFT$139,439$14,488$153,927
Richard Steve LewProject DirectorFT$138,817$14,965$153,782
Jasmine HallProject DirectorFT$138,776$13,973$152,749
Kyla HartsfieldProject DirectorFT$122,951$9,094$132,045
Monica Marie AveryProject Director, FinanceFT$122,762$8,436$131,198

Board Members and Trustees

NameTitle
Ada PalotaiCo-chair
Adrienne KimballCo-chair
Lorenzo Herrera Y LozanoVice Co-chair
Anbar MaharDirector
Leila SaadatSecretary
Patrick BrownTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$785,952
Program Service Revenue
$715,260
Investment Income
$182,216
Other Revenue
$3,982
All Other Contributions
$785,952
Change in Net Assets
$-1,852,385

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,687,410
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$18,706
Total Revenue per Audited Statements
$1,706,116
Total Revenue per Form 990
$1,687,410
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,780,467
Other Expenses$572,903
Grants and Similar Amounts Paid$186,425
Total Fundraising Expense$23,547
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,542,208$256,908$13,032$1,812,148
Current Officers, Directors, Trustees, and Key Employees$346,200$197,526$5,492$549,218
Other Employee Benefits$191,217$31,854$1,616$224,687
Grants to Domestic Orgs$186,425--$186,425
Payroll Taxes$155,403$25,888$1,313$182,604
Fees for Services Other$114,171$43,668$491$158,330
Conferences and Meetings$112,966$5,658$208$118,832
Travel$89,710$9,482$364$99,556
Office Expenses$61,108$5,511$262$66,881
Fees for Services Accounting-$42,808-$42,808
Occupancy$31,245$6,311$242$37,798
Insurance$12,422$6,565$99$19,086
Depreciation Depletion$11,551$2,345$90$13,986
Pension Plan Contributions$10,051$1,674$85$11,810
Other Expenses$3,202$459$73$3,734
Fees for Services Legal-$2,500-$2,500
Total Functional Expenses$2,875,939$640,309$23,547$3,539,795

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,558,501
Expenses per Audited Statements$3,539,795
Total Expenses per Form 990$3,539,795
Expenses Not Reported on Form 990$18,706
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Allied Media ProjectsDetroit, MI501(c)(3)General Support for Resource Mobilizers Participation$84,000
Justice Funders IncOakland, CA501(c)(3)General Support for Resource Mobilizers Participation$84,000
SOGOREA TE' LAND TRUSTOakland, CA501(c)(3)General Support$8,575
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liabilities$114,206
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Each year the board designates an individual with tax preparation experience to review the form 990 before its submission and discuss any concerns or questions with the board co-chairs and the management team of compasspoint prior to the submission of the form 990. Copies of the completed form 990 will be provided to the full board prior to filling the returns.

Form 990, Part VI, Section B, Line 12C

All staff and board members are asked to renew their conflict of interest statement annually, disclosing all applicable affiliations. These statements are reviewed annually by the management team.

Form 990, Part VI, Section B, Line 15

The organization's overall salary scale was compared to similar positions in the northern california compensation survey. This information was collected and shared with the staff and the board finance committee, along with proposed adjustments. Adjustments to the pay ranges represented on the compensation framework (including executive salary) was reviewed and approved by the board finance committee.

Form 990, Part VI, Section C, Line 19

The information is available via the entity's website (www.compasspoint.org) or by request.

Filing and Contact Details

Filer

Filer Name
Compasspoint Nonprofit Services
EIN
93-1196632
Phone
5103183755
Address
548 MARKET STREET PMB 25158, SAN FRANCISCO, CA 94104-5401

Signing Officer

Name
Shannon Ellis
Title
Co-executive Director
Phone
5103183755
Signed
2024-10-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shannon Ellis
Formed
1995
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
6
Employees
28
Volunteers
6

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
18500 VON KARMAN AVE 10TH FLOOR, IRVINE, CA 92612
Preparer
Brian Yacker
Phone
9492222999
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The audit committee selects and oversees an independent certified public accountant who conducts the audit. There was no change to the selection process this year.

Financial Statement Notes

PART X, LINE 2:

The organization is exempt from federal and state income taxes under internal revenue code section 501(c)(3) and california revenue and taxation code, section 23701d. Accordingly, it has not provided for income taxes in these financial statements. Each year, management considers whether any material tax position the organization has taken is more likely than not to be sustained upon examination by the applicable taxing authority. Management believes that any positions the organization has taken are supported by substantial authority and, hence, do not need to be measured or disclosed in these financial statements.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CO-EXECUTIVE DIRECTOR (STARTED 7/23)
IRS990/Form990PartVIISectionAGrp/TitleTxt3PROJECT DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4PROJECT DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PROJECT DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6PROJECT DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PROJECT DIRECTOR, FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt8CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt01000
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt03919
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0186425
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0186425
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01000
IRS990/GrossReceiptsAmt01687410
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt09
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt099
IRS990/InsuranceGrp/ManagementAndGeneralAmt06565
IRS990/InsuranceGrp/ProgramServicesAmt012422
IRS990/InsuranceGrp/TotalAmt019086
IRS990/InvestmentIncomeGrp/ExclusionAmt0181216
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0181216
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt035
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0357222
IRS990/LandBldgEquipBasisNetGrp/BOYAmt019746
IRS990/LandBldgEquipBasisNetGrp/EOYAmt047327
IRS990/LandBldgEquipCostOrOtherBssAmt0404549
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0COMPASSPOINT IS A NATIONAL NONPROFIT LEADERSHIP PRACTICE THAT WORKS SHOULDER TO SHOULDER WITH LEADERS, NONPROFIT ORGANIZATIONS, AND MOVEMENT NETWORKS AS WE BUILD A MORE EQUITABLE WORLD TOGETHER.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05779635
IRS990/NetAssetsOrFundBalancesEOYAmt03927250
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01000
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01000
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03886372
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03589547
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0242
IRS990/OccupancyGrp/ManagementAndGeneralAmt06311
IRS990/OccupancyGrp/ProgramServicesAmt031245
IRS990/OccupancyGrp/TotalAmt037798
IRS990/OfficeExpensesGrp/FundraisingAmt0262
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05511
IRS990/OfficeExpensesGrp/ProgramServicesAmt061108
IRS990/OfficeExpensesGrp/TotalAmt066881
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01836
IRS990/OtherAssetsTotalGrp/EOYAmt0112563
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01616
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt031854
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0191217
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0224687
IRS990/OtherExpensesGrp/Desc0EMPLOYEE EVENTS/EXP.
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt0180
IRS990/OtherExpensesGrp/FundraisingAmt173
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01152
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1459
IRS990/OtherExpensesGrp/ProgramServicesAmt08060
IRS990/OtherExpensesGrp/ProgramServicesAmt13202
IRS990/OtherExpensesGrp/TotalAmt09392
IRS990/OtherExpensesGrp/TotalAmt13734
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0114206
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0WRITE OFF UNUSED FSA
IRS990/OtherRevenueMiscGrp/Desc1REBATES
IRS990/OtherRevenueMiscGrp/ExclusionAmt02282
IRS990/OtherRevenueMiscGrp/ExclusionAmt11700
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02282
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11700
IRS990/OtherRevenueTotalAmt03982
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt013032
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0256908
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01542208
IRS990/OtherSalariesAndWagesGrp/TotalAmt01812148
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01313
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt025888
IRS990/PayrollTaxesGrp/ProgramServicesAmt0155403
IRS990/PayrollTaxesGrp/TotalAmt0182604
IRS990/PensionPlanContributionsGrp/FundraisingAmt085
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01674
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt010051
IRS990/PensionPlanContributionsGrp/TotalAmt011810
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01035600
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0325000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt061049
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt043110
IRS990/PrincipalOfficerNm0SHANNON ELLIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0PUBLIC WORKSHOPS
IRS990/ProgramServiceRevenueGrp/Desc1LEADERSHIP PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc2PUBLISHING - COMMUNITY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0672803
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt136563
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt25894
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0672803
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt136563
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt25894
IRS990/ProgSrvcAccomActy2Grp/Desc0PUBLIC WORKSHOPS: COMPASSPOINT CREATES EXCEPTIONAL LEARNING EXPERIENCES THAT INCREASE PARTICIPANTS' SKILLS AND PREPARE THEM TO LEAD IMPROVEMENTS IN ORGANIZATIONAL PRACTICE. COMPASSPOINT PRACTITIONERS AND KEY PARTNERS DESIGN AND DELIVER WORKSHOPS ON SUPERVISION AND COACHING SKILLS, FINANCIAL MANAGEMENT, CONFLICT, RESOURCE MOBILIZATION, FACILITATION, AND SELF-CARE, AMONG OTHER SUBJECTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01063515
IRS990/ProgSrvcAccomActy2Grp/GrantAmt03561
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0672803
IRS990/ProgSrvcAccomActy3Grp/Desc0PUBLISHING AND COMMUNITY INFLUENCE: COMPASSPOINT PRODUCES AND CURATES CONTENT THAT INFORMS AND INSPIRES LEADERS AND CAPACITY BUILDERS TO CONSIDER AND EVOLVE THEIR PRACTICE. PUBLISHING REGULARLY IS ESSENTIAL TO OUR PRACTICE. COMPASSPOINT PUBLISHES ARTICLES THROUGH A REGULARLY UPDATED BLOG: HTTPS://WWW.COMPASSPOINT.ORG/BLOG; LEAD-LEARN-LIBERATE, OUR MONTHLY E-NEWSLETTER; AND THROUGH VARIOUS PUBLICATIONS OPERATED BY OTHERS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0562868
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0178945
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt05894
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03721965
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt018625
IRS990/PYInvestmentIncomeAmt055585
IRS990/PYOtherExpensesAmt0430672
IRS990/PYOtherRevenueAmt01986
IRS990/PYProgramServiceRevenueAmt0634636
IRS990/PYRevenuesLessExpensesAmt01591961
IRS990/PYSalariesCompEmpBnftPaidAmt02372914
IRS990/PYTotalExpensesAmt02822211
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04414172
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1852385
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt036563
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0271914
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03504838
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS - 2019 AMOUNT: $ 10,824. 2020 AMOUNT: $ 6,801. 2021 AMOUNT: $ 981. 2022 AMOUNT: $ 26. FSA FUND - 2022 AMOUNT: $ 1,879. BLUE ANTHEM REBATE - 2022 AMOUNT: $ 80. WRITE OFF UNUSED FSA - 2023 AMOUNT: $ 2,282. REBATES - 2023 AMOUNT: $ 1,700.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0785952
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03721965
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01036994
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0905220
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03215008
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09665139
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0181216
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt055585
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04338
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011167
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt033430
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0285736
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0715260
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0634636
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0749903
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0277610
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0423082
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02800491
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0181216
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt055585
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04338
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011167
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt033430
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0285736
IRS990ScheduleA/InvestmentIncomeCYPct00.02240
IRS990ScheduleA/InvestmentIncomePYPct00.00770
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt03982
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt01985
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0981
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt06801
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt010824
IRS990ScheduleA/OtherIncome509Grp/TotalAmt024573

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.80$0.33$2.47$1.78$3.24$1.46
2023Detailed filing. Detailed filing data is available for this year.$4.34$0.41$3.93$1.69$3.54$1.85
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.22$0.44$5.78$4.41$2.82$1.59
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.92$0.73$4.19$4.79$2.29$2.50
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$0.31$1.69$1.20$2.73$1.53
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.86$0.34$3.52$3.68$3.04$0.64
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$0.31$2.88$3.18$3.09$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.19$0.39$2.80$2.14$3.83$1.68
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.00$0.51$4.49$6.73$3.90$2.82
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.31$0.65$1.66$3.11$3.94$0.83
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$0.60$2.49$4.64$3.82$0.82
2013Detailed filing. Detailed filing data is available for this year.$2.26$0.59$1.67$2.61$3.86$1.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.64$0.72$2.92$4.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.60$0.46$2.13$4.15
2010Summary only. Only limited summary data is available for this year.$2.63$0.30$2.33$3.32$3.97$0.65