Compeer Rochester INC FY2023 filing

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Through the power of human connection, Compeer serves as a bridge to better mental health and community integration for all.

501(c)(3) charity; gifts are tax-deductible.
90¢ of each $1 spent went to programs.
$107K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $110K a year · 7% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
90%
of spending
Looks good: 90% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$107K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
6 mo
of spending, in cash
Plus $991K in investments, Pt X · Ln 11–13
Looks good: 5.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
6
named funders · $42K
Looks good: 6 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$170K
9% of total assets
Looks good: liabilities are 9% of assets; 50% or less.
Pt X · Ln 26
Independent board members
23
of 23 voting members
Looks good: 23 of 23 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.6M
-3% vs prior year
Spent
$1.4M
To programs
90%
Net assets
$1.7M
By yearFY2020–FY2025
Revenue
$1.6M
FY2023▼ -3%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.0M
FY2021$1.4M
FY2022$1.6M
FY2023$1.6M
FY2024$1.5M
FY2025$2.1M
Expenses
$1.4M
FY2023▼ -3%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.2M
FY2021$1.2M
FY2022$1.4M
FY2023$1.4M
FY2024$1.6M
FY2025$1.9M
Net assets
$1.7M
FY2023▲ +17%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.0M
FY2021$1.3M
FY2022$1.5M
FY2023$1.7M
FY2024$1.7M
FY2025$2.0M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1983.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

90 cents of each dollar spent went to programs.

Program services 90% · $1.2M Management & general 8% · $107K Fundraising 3% · $35K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

24 people listed on the 990; $107K paid to officers and key staff.

Part VII, Section A · reportable compensation
President/Executive Direct
$107,136Pt VII · Sec A
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Sara Passamonte’s $107K as President/Executive Direct is at the 34th percentile of top reported officer pay among 1683 $1–10M mental health nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Sara Passamonte$107,312$101,441$107,136$95,010$85,057$67,652

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.

See Compeer Rochester INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Builds supportive friendships to improve wellness for people facing social and emotional challenges.

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3 programs · $1.2M · in their own filed words · FY2023
01

A total of 112 individuals were served through various programs that compeer rochester provides such as the veterans program, home and community based services, youth skill building and more.

$629Kprogram expense
02

Compeer provides community volunteers to be "matched" with adults in our community who face the challenges of mental illness every day. Through their growing friendships, they help adults stabilize housing, use hospital and emergency room services appropriately, and become more productive citizens. We served 60 adult clients in 2023.

$337Kprogram expense
03

Compeer provides screened, trained community volunteers to help youth with mental health challenges due to trauma, neglect, and poverty. The volunteers provide experiences to strengthen school performance, get along better at school, and develop interests in their community. We served 48 youth in one-to-one mentoring services in 2023.

$270Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 6 funders →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$1.6M
Ln 12
Gifts and grantsLn 1h$1.2M
Fees for servicesLn 2g$304K
Investment incomeLn 3$90K
Money outPt IX
$1.4M
Ln 25
Programscol B$1.2M
Managementcol C$107K
Fundraisingcol D$35K
Owns and owesPt X
$1.7M
net assets · Ln 32
Cash and savingsLn 1–2$636K
Total assetsLn 16$1.9M
LiabilitiesLn 26$170K
PeoplePt VI, VII
24
listed · VII A
PaidVII A1
Voting boardVI 1a23
IndependentVI 1b23
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.2M
Government grantsLn 1e$489K
Fundraising eventsLn 1c$41K
Fees for servicesLn 2g$304K
Investment incomeLn 3$90K
Gains on assetsLn 7$57K
Total revenueLn 12$1.6M
Assets in detailPt X, end of year
CashLn 1$304K
SavingsLn 2$332K
Cash and savings togetherLn 1–2$636K
Accounts receivableLn 4$172K
Prepaid expenses and deferred chargesLn 9$9K
InvestmentsLn 11–13$991K
Other assetsLn 15$81K
Total assetsLn 16$1.9M
LiabilitiesLn 26$170K
Net assetsLn 32$1.7M
OperationsPt I, VI
EmployeesI 540
VolunteersI 6130
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Investment feesPt IX, Sch D
Investment fees, as reportedPt IX 11f$4K
Share of the $526K endowmentSch D 1g0.68%
Typical, median of 1,806 orgs0.44%
EndowmentSch D · Pt V
LineFY23FY22FY21FY20FY19
End of yearLn 1g$526K$526K$672K$454K$375K
Given inLn 1b$110K$150K
SpentLn 1d–1f$4K$3K$3K$3K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$715K$636K
InvestmentsLn 11–13$870K$991K
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$1.8M$1.9M
LiabilitiesLn 26$345K$170K
Net assetsLn 32$1.5M$1.7M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$122K$106K$11K$5K
Other salaries and wagesLn 7$595K$506K$60K$30K
Pension plan contributionsLn 8$7K$7K
Other employee benefitsLn 9$14K$14K
Payroll taxesLn 10$89K$89K
Legal feesLn 11b$569$569
Accounting feesLn 11c$14K$3K$11K
Investment management feesLn 11f$4K$4K
Other fees for servicesLn 11g$95K$92K$3K
Advertising and promotionLn 12$51K$51K
Office expensesLn 13$27K$26K$1K
Information technologyLn 14$37K$34K$3K
OccupancyLn 16$76K$70K$6K
TravelLn 17$10K$7K$2K
Conferences, conventions and meetingsLn 19$12K$9K$3K
InsuranceLn 23$29K$26K$3K
Other expenses (24a–d)Ln 24$196K$196K
Total functional expensesLn 25$1.4M$1.2M$107K$35K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Jul 27, 2026 $2.1M$1.9M$265K$2.0M 990 PDF
FY2024Filed with the IRS Sep 3, 2025 $1.5M$1.6M−$124K$1.7M 990 PDF
FY2023 ViewingFiled with the IRS Aug 27, 2024 $1.6M$1.4M$210K$1.7M 990 PDF
FY2022Filed with the IRS Jun 15, 2023 $1.6M$1.4M$222K$1.5M 990 PDF
FY2021Filed with the IRS May 16, 2022 $1.4M$1.2M$229K$1.3M 990 PDF
FY2020Filed with the IRS Apr 26, 2021 $1.0M$1.2M−$141K$1.0M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $1,589,159 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,396,003$1,195,000
I-9 Program service revenuePrior year $213,837$304,274
I-10 Investment incomePrior year $30,552$89,885
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,640,392$1,589,159
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $834,912$826,781
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $583,900$552,149
I-18 Total expensesPrior year $1,418,812$1,378,930
I-19 Revenue less expensesPrior year $221,580$210,229
Part VI · Governance 23 of 23 board members independent, no flags
VI-1a Voting members of the governing body23
VI-1b Independent voting members23
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,589,159 across 10 lines filed
VIII-1a Federated campaigns$110,279
VIII-1c Fundraising events$40,580
VIII-1e Government grants$488,620
VIII-1f All other contributions, gifts and grants$555,521
VIII-1h Total contributions, gifts and grants$1,195,000
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $304,274$304,274
VIII-3 Investment incomeExcluded from tax $33,016$33,016
VIII-7 Net gain or loss on sales of assetsExcluded from tax $56,869$56,869
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $304,274 · Unrelated business $0 · Excluded from tax $89,885$1,589,159
Part IX · Statement of functional expenses $1,378,930 across 17 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $105,517 · Management $10,714 · Fundraising $5,357$121,588
IX-7 Other salaries and wagesPrograms $506,013 · Management $59,531 · Fundraising $29,765$595,309
IX-8 Pension plan contributionsPrograms $6,716$6,716
IX-9 Other employee benefitsPrograms $14,447$14,447
IX-10 Payroll taxesPrograms $88,721$88,721
IX-11b Legal feesManagement $569$569
IX-11c Accounting feesPrograms $2,770 · Management $11,080$13,850
IX-11f Investment management feesManagement $3,568$3,568
IX-11g Other fees for servicesPrograms $92,469 · Management $2,606$95,075
IX-12 Advertising and promotionPrograms $51,085$51,085
IX-13 Office expensesPrograms $25,502 · Management $1,298$26,800
IX-14 Information technologyPrograms $33,981 · Management $3,361$37,342
IX-16 OccupancyPrograms $69,989 · Management $6,284$76,273
IX-17 TravelPrograms $7,384 · Management $2,461$9,845
IX-19 Conferences, conventions and meetingsPrograms $9,306 · Management $3,102$12,408
IX-23 InsurancePrograms $26,197 · Management $2,911$29,108
IX-24 Other expenses (24a–d)Programs $196,226$196,226
IX-25 Total functional expensesPrograms $1,236,323 · Management $107,485 · Fundraising $35,122$1,378,930
Part X · Balance sheet $1,890,183 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $714,583$304,171
X-2 Savings and temporary cash investments$332,278
X-4 Accounts receivableStart of year $79,321$172,022
X-9 Prepaid expenses and deferred chargesStart of year $9,509$9,197
X-10c Land, buildings and equipment, netStart of year $0$0
X-11 Publicly traded securitiesStart of year $869,690$991,286
X-15 Other assetsStart of year $136,379$81,229
X-16 Total assetsStart of year $1,809,482$1,890,183
X-17 Accounts payable and accrued expensesStart of year $58,177$73,098
X-19 Deferred revenueStart of year $149,343$14,832
X-25 Other liabilitiesStart of year $137,513$82,162
X-26 Total liabilitiesStart of year $345,033$170,092
X-27 Net assets without donor restrictionsStart of year $1,401,167$1,616,002
X-28 Net assets with donor restrictionsStart of year $63,282$104,089
X-32 Total net assets or fund balancesStart of year $1,464,449$1,720,091
X-33 Total liabilities and net assetsStart of year $1,809,482$1,890,183
Part XI · Reconciliation of net assets $1,720,091 net assets at year end
XI-1 Total revenue$1,589,159
XI-2 Total expenses$1,378,930
XI-3 Revenue less expenses$210,229
XI-4 Net assets at start of year$1,464,449
XI-5 Net unrealized gains (losses) on investments$45,413
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,720,091

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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