Compass Community Connections FY2020 filing

Tax-deductible

Lewistown, PA501(c)(3)EIN 23-1494790Revenue $2.8M in FY2020

On file with the IRScompass-community.org31 S Dorcas St Suite A, 17044-2110 · Lewistown, PATax-exempt since Feb 1990Publicly supported charity — 170(b)(1)(A)(vi)

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The center assists persons with disabilities and their families in finding and making effective use of resources that will be helpful to them in developing their abilities and in living purposeful lives.

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
$103K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2020 · 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
5 of 6
filings with a surplus
Average surplus $183K a year · 6% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$103K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 3.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $30K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2.5M
62% of total assets
Fine: liabilities are 62% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.8M
Spent
$2.7M
To programs
89%
Net assets
$1.5M
By yearFY2020–FY2025
Revenue
$2.8M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$2.8M
FY2021$3.1M
FY2022$3.2M
FY2023$3.6M
FY2024$3.4M
FY2025$3.5M
Expenses
$2.7M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$2.7M
FY2021$2.8M
FY2022$2.9M
FY2023$3.0M
FY2024$3.3M
FY2025$3.6M
Net assets
$1.5M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.5M
FY2021$1.8M
FY2022$2.0M
FY2023$2.6M
FY2024$2.6M
FY2025$2.5M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 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 Feb 1990.

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

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $2.4M Management & general 11% · $307K Fundraising 0% · $60

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

11 people listed on the 990; $103K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Executive Director
$59,036Pt VII · Sec A
Fiscal Manager
$43,670Pt VII · Sec A
Finance Chair
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Beth Zong$84,077$79,499$77,819$67,341$68,499$59,036
Barbara Hutchinson$69,989$63,778$58,740$49,832$49,281$43,670
Bobbie Goss$61,564—————

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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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

Connects people with disabilities and families to resources for developing abilities and living purposeful lives.

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Provided by the organization

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1 program · $2.4M · in their own filed words · FY2019
01

The center spends all money on activities for adults and children with special needs

$2.4Mprogram 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
Total grants receivedfrom 1 funder$30K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$2.8M
Ln 12
Fees for servicesLn 2g$2.7M
Gifts and grantsLn 1h$75K
Other incomeLn 4–11$17K
Money outPt IX
$2.7M
Ln 25
Programscol B$2.4M
Managementcol C$307K
Fundraisingcol D$60
Owns and owesPt X
$1.5M
net assets · Ln 32
Cash and savingsLn 1–2$850K
Total assetsLn 16$4.0M
LiabilitiesLn 26$2.5M
PeoplePt VI, VII
11
listed · VII A
PaidVII A2
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$75K
Government grantsLn 1e$29K
Fees for servicesLn 2g$2.7M
Investment incomeLn 3$2K
Other incomeLn 4–11$17K
Total revenueLn 12$2.8M
Assets in detailPt X, end of year
CashLn 1$45K
SavingsLn 2$806K
Cash and savings togetherLn 1–2$850K
Land, buildings, equipmentLn 10c$2.7M
Total assetsLn 16$4.0M
LiabilitiesLn 26$2.5M
Net assetsLn 32$1.5M
OperationsPt I, VI
EmployeesI 5129
VolunteersI 69
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$113K$850K
Land, buildings, equipmentLn 10c$2.6M$2.7M
Total assetsLn 16$3.3M$4.0M
LiabilitiesLn 26$1.9M$2.5M
Net assetsLn 32$1.4M$1.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$153K$96K$57K
Other salaries and wagesLn 7$1.5M$1.4M$116K
Pension plan contributionsLn 8$35K$25K$10K
Other employee benefitsLn 9$475K$422K$53K
Payroll taxesLn 10$117K$107K$10K
Accounting feesLn 11c$14K$14K
Other fees for servicesLn 11g$100K$100K
Office expensesLn 13$43K$19K$24K
OccupancyLn 16$31K$29K$2K
TravelLn 17$26K$26K$189
InterestLn 20$18K$18K
Depreciation, depletion and amortizationLn 22$45K$45K
InsuranceLn 23$22K$6K$16K
Other expenses (24a–d)Ln 24$136K$135K$382
All other expensesLn 24e$21K$16K$5K$60
Total functional expensesLn 25$2.7M$2.4M$307K$60

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $3.5M$3.6M−$105K$2.5M 990 PDF
FY2024 $3.4M$3.3M$51K$2.6M 990 PDF
FY2023 $3.6M$3.0M$545K$2.6M 990 PDF
FY2022 $3.2M$2.9M$283K$2.0M 990 PDF
FY2021 $3.1M$2.8M$233K$1.8M 990 PDF
FY2020 Viewing $2.8M$2.7M$91K$1.5M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $2,797,009 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $68,832$75,349
I-9 Program service revenuePrior year $2,613,832$2,702,315
I-10 Investment incomePrior year $1,815$2,007
I-11 Other revenuePrior year −$4,735$17,338
I-12 Total revenuePrior year $2,679,744$2,797,009
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 $2,295,142$2,250,513
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $413,203$455,796
I-18 Total expensesPrior year $2,708,345$2,706,309
I-19 Revenue less expensesPrior year −$28,601$90,700
Part VI · Governance 9 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
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 $2,797,009 across 8 lines filed
VIII-1e Government grants$28,671
VIII-1f All other contributions, gifts and grants$46,678
VIII-1h Total contributions, gifts and grants$75,349
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,702,315$2,702,315
VIII-3 Investment incomeExcluded from tax $2,007$2,007
VIII-6 Net rental income or lossUnrelated business $5,101$5,101
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $12,237$12,237
VIII-12 Total revenueRelated to mission $2,714,552 · Unrelated business $5,101 · Excluded from tax $2,007$2,797,009
Part IX · Statement of functional expenses $2,706,309 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $95,938 · Management $56,588$152,526
IX-7 Other salaries and wagesPrograms $1,354,188 · Management $116,246$1,470,434
IX-8 Pension plan contributionsPrograms $25,429 · Management $9,840$35,269
IX-9 Other employee benefitsPrograms $422,112 · Management $53,376$475,488
IX-10 Payroll taxesPrograms $106,604 · Management $10,192$116,796
IX-11c Accounting feesManagement $13,573$13,573
IX-11g Other fees for servicesPrograms $99,952$99,952
IX-13 Office expensesPrograms $19,243 · Management $24,249$43,492
IX-16 OccupancyPrograms $28,615 · Management $2,286$30,901
IX-17 TravelPrograms $26,226 · Management $189$26,415
IX-20 InterestPrograms $17,895$17,895
IX-22 Depreciation, depletion and amortizationPrograms $44,823$44,823
IX-23 InsurancePrograms $6,395 · Management $15,826$22,221
IX-24 Other expenses (24a–d)Programs $135,343 · Management $382$135,725
IX-24e All other expensesPrograms $15,995 · Management $4,744 · Fundraising $60$20,799
IX-25 Total functional expensesPrograms $2,398,758 · Management $307,491 · Fundraising $60$2,706,309
Part X · Balance sheet $4,004,961 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $7,553$44,698
X-2 Savings and temporary cash investmentsStart of year $105,295$805,529
X-4 Accounts receivableStart of year $479,670$320,371
X-9 Prepaid expenses and deferred chargesStart of year $100,144$110,311
X-10c Land, buildings and equipment, netStart of year $2,613,139$2,724,052
X-16 Total assetsStart of year $3,305,801$4,004,961
X-17 Accounts payable and accrued expensesStart of year $140,265$202,800
X-24 Unsecured notes and loans payable$445,111
X-26 Total liabilitiesStart of year $1,874,441$2,482,901
X-27 Net assets without donor restrictionsStart of year $1,431,360$1,522,060
X-32 Total net assets or fund balancesStart of year $1,431,360$1,522,060
X-33 Total liabilities and net assetsStart of year $3,305,801$4,004,961
Part XI · Reconciliation of net assets $1,522,060 net assets at year end
XI-1 Total revenue$2,797,009
XI-2 Total expenses$2,706,309
XI-3 Revenue less expenses$90,700
XI-4 Net assets at start of year$1,431,360
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,522,060

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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