Compass Academy Charter School FY2020 filing

Tax-deductible

Vineland, NJ501(c)(3)EducationEIN 45-4835297Revenue $2.4M in FY2020

On file with the IRScompassacademy.org23 West Chestnut Ave, 08360-5301 · Vineland, NJTax-exempt since Sep 2015School — 170(b)(1)(A)(ii)

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The mission of Compass Academy Charter School is to increase each child's success in learning, and as a result, academic achievement. Using the "let me learn process" as its innovative approach, the School leadership and teachers will help students develop a stronger sense-of-self as learners, a greater degree of academic achievement, and a healthy lifestyle for learning.

501(c)(3) charity; gifts are tax-deductible.
74¢ of each $1 spent went to programs.
$122K 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

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
4 of 6
filings with a surplus
Average surplus $118K a year · 4% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
74%
of spending
Fine: 74% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$122K
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.2 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $4K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.2M
138% of total assets
Concern: liabilities are 138% of assets; over 80%.
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
$2.4M
Spent
$2.6M
To programs
74%
Net assets
−$326K
By yearFY2020–FY2025
Revenue
$2.4M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$2.4M
FY2021$3.2M
FY2022$3.2M
FY2023$3.5M
FY2024$3.0M
FY2025$3.5M
Expenses
$2.6M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$2.6M
FY2021$3.0M
FY2022$3.0M
FY2023$3.4M
FY2024$3.1M
FY2025$3.0M
Net assets
−$326K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020−$326K
FY2021−$185K
FY2022$5K
FY2023$115K
FY2024$17K
FY2025$574K

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. Exemption reinstated (2014-11-15). Per the IRS revocation list. Latest filing on record: FY2025. IRS ruling in Sep 2015.

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

Where the money goes

74 cents of each dollar spent went to programs.

Program services 74% · $1.9M Management & general 26% · $660K

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; $122K 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
$121,937Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Alan Burkhardt’s $112K as Principal is at the 40th percentile of top reported officer pay among 3395 $1–10M education 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 · 2 named individuals · Part VII

NameFY2025FY2024FY2021FY2020
Susan E Little——$101,051$121,937
Alan Burkhardt$112,050$110,000——

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 15aNo

Programs and updates

Improves student learning and achievement through an innovative process that builds self-confidence and healthy habits.

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Provided by the organization

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1 program · $1.9M · in their own filed words · FY2019
01

The compass academy charter school is a NJ public school overseen by the state department of education. The school district offers an academic program to assist children in discovering their talents and academic ACHIEVEMENT.COMPASS academy charter school provides a full range of services appropriate to grades kindergaten thru grade 5.

$1.9Mprogram 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 · FY2020
Total grants receivedfrom 1 funder$4K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$2.4M
Ln 12
Gifts and grantsLn 1h$2.4M
Money outPt IX
$2.6M
Ln 25
Programscol B$1.9M
Managementcol C$660K
Owns and owesPt X
−$326K
net assets · Ln 32
Cash and savingsLn 1–2$46K
Total assetsLn 16$867K
LiabilitiesLn 26$1.2M
PeoplePt VI, VII
11
listed · VII A
PaidVII A1
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.4M
Government grantsLn 1e$2.0M
Gains on assetsLn 7$0
Total revenueLn 12$2.4M
Assets in detailPt X, end of year
CashLn 1$46K
SavingsLn 2$0
Cash and savings togetherLn 1–2$46K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$383K
Total assetsLn 16$867K
LiabilitiesLn 26$1.2M
Net assetsLn 32−$326K
OperationsPt I, VI
EmployeesI 561
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$92K$46K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$531K$867K
LiabilitiesLn 26$676K$1.2M
Net assetsLn 32−$144K−$326K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$122K$122K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$1.3M$1.1M$225K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$428K$326K$102K
Payroll taxesLn 10$0
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$12K$12K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$229K$174K$55K
Advertising and promotionLn 12$0
Office expensesLn 13$107K$44K$63K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$175K$134K$42K
TravelLn 17$2K$2K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$3K$3K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$15K$11K$4K
Other expenses (24a–d)Ln 24$130K$99K$31K
All other expensesLn 24e$0
Total functional expensesLn 25$2.6M$1.9M$660K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $3.5M$3.0M$557K$574K 990 PDF
FY2024 $3.0M$3.1M−$98K$17K 990 PDF
FY2023 $3.5M$3.4M$110K$115K 990 PDF
FY2022 $3.2M$3.0M$190K$5K 990 PDF
FY2021 $3.2M$3.0M$132K−$185K 990 PDF
FY2020 Viewing $2.4M$2.6M−$181K−$326K 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 $2,374,605 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,450,952$2,385,969
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenuePrior year −$2,495−$11,364
I-12 Total revenuePrior year $2,448,457$2,374,605
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,886,186$1,882,429
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $704,192$673,602
I-18 Total expensesPrior year $2,590,378$2,556,031
I-19 Revenue less expensesPrior year −$141,921−$181,426
Part VI · Governance 9 of 9 board members independent, 1 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-15a Process for setting top official's payNo
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
Part VIII · Statement of revenue $2,374,605 across 10 lines filed
Lines not itemized here account for −$27,864 of total revenue; see the IRS return.
VIII-1e Government grants$2,034,816
VIII-1f All other contributions, gifts and grants$351,153
VIII-1h Total contributions, gifts and grants$2,385,969
VIII-3 Investment income$0
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $16,500$16,500
VIII-12 Total revenueRelated to mission −$11,364$2,374,605
Part IX · Statement of functional expenses $2,556,031 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffManagement $121,937$121,937
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $1,107,875 · Management $224,552$1,332,427
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $326,082 · Management $101,983$428,065
IX-10 Payroll taxes$0
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $12,500$12,500
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $174,337 · Management $54,524$228,861
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $44,009 · Management $63,468$107,477
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $133,631 · Management $41,793$175,424
IX-17 TravelManagement $1,690$1,690
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 InterestManagement $2,723$2,723
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsurancePrograms $11,217 · Management $3,508$14,725
IX-24 Other expenses (24a–d)Programs $99,183 · Management $31,019$130,202
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $1,896,334 · Management $659,697 · Fundraising $0$2,556,031
Part X · Balance sheet $867,121 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $92,077$46,105
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $128,214$437,464
X-8 Inventories for sale or useStart of year $1,032$1,033
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $309,920$382,519
X-16 Total assetsStart of year $531,243$867,121
X-17 Accounts payable and accrued expensesStart of year $301,755$1,011,575
X-19 Deferred revenueStart of year $1,573$4,029
X-25 Other liabilitiesStart of year $372,338$177,366
X-26 Total liabilitiesStart of year $675,666$1,192,970
X-27 Net assets without donor restrictionsStart of year −$144,423−$325,849
X-32 Total net assets or fund balancesStart of year −$144,423−$325,849
X-33 Total liabilities and net assetsStart of year $531,243$867,121
Part XI · Reconciliation of net assets −$325,849 net assets at year end
XI-1 Total revenue$2,374,605
XI-2 Total expenses$2,556,031
XI-3 Revenue less expenses−$181,426
XI-4 Net assets at start of year−$144,423
XI-10 Net assets at end of year−$325,849

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

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