Compass Working Capital INC
Provides savings and financial coaching to help low-income families build assets and achieve financial security. For fiscal year 2025 it reported $18.4M in revenue, $11.1M in expenses, and $24.3M in net assets.Pt I
- Founded
- 2005
- Type
- Public charity (501(c)(3)) · Nonprofit
- Location
- Boston, MA
- Filings
- 5 on file (2021–2025)
More identity details & actions ⌄
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Summary of the Filing
Identity & Classification
Governance & Policies
Officers, Directors & Key Employees
Compensation history total reportable pay by year · 8 named individuals · Part VII
| Name | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Markita Morris-Louis | $222,260 | $193,490 | $187,098 | $145,126 | $148,265 |
| Sharon E Riva | — | — | $51,662 | $171,152 | $169,988 |
| Jalynne Santiago | $169,783 | $140,584 | $76,352 | — | — |
| James Stuart | $169,390 | $125,516 | $114,941 | $113,538 | $115,861 |
| McKinsey Alston | $167,964 | $138,848 | $141,531 | — | — |
| Moriah Garcia Nelson | $146,256 | $101,569 | — | — | — |
| Carter McClure | — | $143,984 | — | — | — |
| Ann Lentell | — | — | $129,286 | $121,677 | $121,214 |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
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Where the work happens
Family Self-Sufficiency (fss) Program
Since 2010, compass working capital ("compass") has partnered with public housing agencies and private owners of affordable housing to develop and implement an asset-building and financial capability model for the family self-sufficiency ("FSS") program, a historically underutilized savings and employment program overseen by the U.S.
National Field-Building, Training, and Technical Assistance
The FSS program has the potential to reach an estimated 2.2 million households nationally, yet only a tiny subset less than 3% of eligible households are currently able to take advantage of the program.
Systems and Policy Change
To deliver on our mission and fully support families to reach their financial goals, compass combines direct service and field-building with work on broader systems and policy change. Our focus is largely on issues related to expanding the scope and impact of the FSS program, as well as other priorities related to our mission to end…
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Statement of Revenue
Statement of Functional Expenses
Balance Sheet
Financial Metrics
Same NTEE category, revenue band, and state where available. Descriptive — not a grade.
| Metric | This org | Peer median | Percentile |
|---|---|---|---|
| Program ratio | 74% | — | — |
| Overhead ratio | 20% | — | — |
| Fundraising cost ratio | 4% | — | — |
| Revenue growth | 4% | — | — |
| Legal fee ratio | 0.10% | — | — |
| Accounting fee ratio | 1% | — | — |
Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.
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Filings & Schedule Manifest
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