Compass Coordination INC

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assistance to disabled persons through development of support and service plans designed to assist these persons to have a meaningful life in a community setting

Form 990 Part I, line 1, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 62-1642223) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
$280K 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

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $110K a year · 3% of revenue · last 6 filings
A surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
88%
of spending
88% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$280K
to officers and key staff · 6% of spending
Pay to officers and key staff is 6% of spending.
Part VII, Section A
1.6 mo
of spending, in cash
1.6 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$394K
26% of total assets
Liabilities are 26% of assets.
Pt X · Ln 26
Independent board members
5
of 5 voting members
5 of 5 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$5.0M
+13% vs prior year
Spent
$5.0M
To programs
88%
Net assets
$1.1M
By yearFY2020–FY2025
Revenue
$5.0M
FY2025▲ +13%
Tap a bar for its year
Revenue by fiscal year
FY2020$3.9M
FY2021$4.0M
FY2022$4.6M
FY2023$4.2M
FY2024$4.5M
FY2025$5.0M
Expenses
$5.0M
FY2025▲ +9%
Tap a bar for its year
Expenses by fiscal year
FY2020$3.8M
FY2021$3.9M
FY2022$4.0M
FY2023$4.3M
FY2024$4.6M
FY2025$5.0M
Net assets
$1.1M
FY2025▲ +3%
Tap a bar for its year
Net assets by fiscal year
FY2020$598K
FY2021$747K
FY2022$1.3M
FY2023$1.2M
FY2024$1.1M
FY2025$1.1M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1998.

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

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $4.4M Management & general 12% · $579K

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

Something off? Claim to add context

Who runs it and what they're paid

8 people listed on the 990; $280K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Executive Director
$113,467Pt VII · Sec A
Chief Program Officer
$88,815Pt VII · Sec A
$77,963Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice-President
$0Pt VII · Sec A
$0Pt VII · Sec A

Heather Roberts’s $113K as Executive Director is at the 39th 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 · 5 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Randall Moore——$111,903$111,503$115,435$108,094
Heather Roberts$113,467$103,341$93,464$93,484$91,472—
Lawanna Edwards—$83,394$84,681$84,780$90,127$87,864
Barbara Davis$88,815$73,113————
Jack Alexander$77,963$77,379$78,382———

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 Compass Coordination 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 15aNo

Programs and updates

Develops support plans to help disabled people live meaningful lives in their communities.

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1 program · $4.4M · in their own filed words · FY2024
01

development and monitoring of support and service plans for 1771 individuals with severe developmental or intellectual disabilities in order to assist these disabled persons to have a meaningful life in a community setting

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 62-1642223) · Dispute this line
$4.4Mprogram expense

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$5.0M
Ln 12
Gifts and grantsLn 1h$5.0M
Investment incomeLn 3$35
Money outPt IX
$5.0M
Ln 25
Programscol B$4.4M
Managementcol C$579K
Owns and owesPt X
$1.1M
net assets · Ln 32
Cash and savingsLn 1–2$682K
Total assetsLn 16$1.5M
LiabilitiesLn 26$394K
PeoplePt VI, VII
8
listed · VII A
PaidVII A3
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5.0M
Government grantsLn 1e$5.0M
Investment incomeLn 3$35
Total revenueLn 12$5.0M
Assets in detailPt X, end of year
CashLn 1$619K
SavingsLn 2$63K
Cash and savings togetherLn 1–2$682K
Pledges and grants receivableLn 3$654K
Prepaid expenses and deferred chargesLn 9$18K
Land, buildings, equipmentLn 10c$37K
Other assetsLn 15$145K
Total assetsLn 16$1.5M
LiabilitiesLn 26$394K
Net assetsLn 32$1.1M
OperationsPt I, VI
EmployeesI 572
VolunteersI 60
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 FY25End FY25
Cash and savingsLn 1–2$746K$682K
Land, buildings, equipmentLn 10c$20K$37K
Total assetsLn 16$1.3M$1.5M
LiabilitiesLn 26$201K$394K
Net assetsLn 32$1.1M$1.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of officers and key staff (Part IX, line 5)Ln 5$341K$79K$262K$0
Other salaries and wagesLn 7$3.2M$3.0M$202K$0
Other employee benefitsLn 9$589K$552K$37K$0
Payroll taxesLn 10$270K$238K$32K$0
Accounting feesLn 11c$11K$10K$1K$0
Other fees for servicesLn 11g$25K$20K$4K$0
Office expensesLn 13$185K$184K$1K$0
OccupancyLn 16$98K$83K$15K$0
TravelLn 17$182K$182K$0$0
Depreciation, depletion and amortizationLn 22$17K$15K$2K$0
InsuranceLn 23$15K$0$15K$0
Other expenses (24a–d)Ln 24$10K$3K$7K$0
All other expensesLn 24e$129$0$129$0
Total functional expensesLn 25$5.0M$4.4M$579K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS Apr 8, 2026 $5.0M$5.0M$31K$1.1M 990 PDF
FY2024Filed with the IRS Feb 11, 2025 $4.5M$4.6M−$132K$1.1M 990 PDF
FY2023Filed with the IRS Mar 19, 2024 $4.2M$4.3M−$85K$1.2M 990 PDF
FY2022Filed with the IRS Apr 19, 2023 $4.6M$4.0M$580K$1.3M 990 PDF
FY2021Filed with the IRS Jan 25, 2022 $4.0M$3.9M$150K$747K 990 PDF
FY2020Filed with the IRS Apr 20, 2021 $3.9M$3.8M$114K$598K 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2025 990
Part I · Summary $5,018,764 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,454,574$5,018,729
I-9 Program service revenue$0
I-10 Investment incomePrior year $45$35
I-11 Other revenue$0
I-12 Total revenuePrior year $4,454,619$5,018,764
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $4,099,282$4,445,069
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $487,422$542,625
I-18 Total expensesPrior year $4,586,704$4,987,694
I-19 Revenue less expensesPrior year −$132,085$31,070
Part VI · Governance 5 of 5 board members independent, 1 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
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 $5,018,764 across 4 lines filed
VIII-1e Government grants$5,018,729
VIII-1h Total contributions, gifts and grants$5,018,729
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $35$35
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $35$5,018,764
Part IX · Statement of functional expenses $4,987,694 across 13 lines filed
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $79,295 · Management $261,806 · Fundraising $0$341,101
IX-7 Other salaries and wagesPrograms $3,042,401 · Management $202,430 · Fundraising $0$3,244,831
IX-9 Other employee benefitsPrograms $552,095 · Management $36,732 · Fundraising $0$588,827
IX-10 Payroll taxesPrograms $237,872 · Management $32,438 · Fundraising $0$270,310
IX-11c Accounting feesPrograms $9,900 · Management $1,100 · Fundraising $0$11,000
IX-11g Other fees for servicesPrograms $20,429 · Management $4,168 · Fundraising $0$24,597
IX-13 Office expensesPrograms $183,760 · Management $1,022 · Fundraising $0$184,782
IX-16 OccupancyPrograms $83,449 · Management $14,726 · Fundraising $0$98,175
IX-17 TravelPrograms $181,649 · Management $0 · Fundraising $0$181,649
IX-22 Depreciation, depletion and amortizationPrograms $14,588 · Management $1,989 · Fundraising $0$16,577
IX-23 InsurancePrograms $0 · Management $15,492 · Fundraising $0$15,492
IX-24 Other expenses (24a–d)Programs $3,214 · Management $7,010 · Fundraising $0$10,224
IX-24e All other expensesPrograms $0 · Management $129 · Fundraising $0$129
IX-25 Total functional expensesPrograms $4,408,652 · Management $579,042 · Fundraising $0$4,987,694
Part X · Balance sheet $1,535,457 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $682,799$618,787
X-2 Savings and temporary cash investmentsStart of year $63,237$63,271
X-3 Pledges and grants receivableStart of year $511,998$653,901
X-9 Prepaid expenses and deferred chargesStart of year $26,783$17,588
X-10c Land, buildings and equipment, netStart of year $19,907$37,165
X-15 Other assetsStart of year $6,940$144,745
X-16 Total assetsStart of year $1,311,664$1,535,457
X-17 Accounts payable and accrued expensesStart of year $201,394$247,912
X-25 Other liabilities$146,205
X-26 Total liabilitiesStart of year $201,394$394,117
X-27 Net assets without donor restrictionsStart of year $1,110,270$1,141,340
X-32 Total net assets or fund balancesStart of year $1,110,270$1,141,340
X-33 Total liabilities and net assetsStart of year $1,311,664$1,535,457
Part XI · Reconciliation of net assets $1,141,340 net assets at year end
XI-1 Total revenue$5,018,764
XI-2 Total expenses$4,987,694
XI-3 Revenue less expenses$31,070
XI-4 Net assets at start of year$1,110,270
XI-10 Net assets at end of year$1,141,340

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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