Compass Coordination INC FY2020 filing

Claim this org

(tell your story, add context, and more) Claim it free, then get the verified mark for $2,500 a year, plus $10 a year for the ID check.

How does your 990 look to donors? Take the 10-Question Audit

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, FY2020. 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.
$196K 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
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
$196K
to officers and key staff · 5% of spending
Pay to officers and key staff is 5% of spending.
Part VII, Section A
3.0 mo
of spending, in cash
3.0 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$836K
58% of total assets
Liabilities are 58% of assets.
Pt X · Ln 26
Independent board members
4
of 6 voting members
4 of 6 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$3.9M
Spent
$3.8M
To programs
88%
Net assets
$598K
By yearFY2020–FY2025
Revenue
$3.9M
FY2020
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
$3.8M
FY2020
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
$598K
FY2020
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 FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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 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% · $3.3M Management & general 12% · $454K

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

6 people listed on the 990; $196K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
Pres/Ex.dir
$108,094Pt VII · Sec A
V-P/Dir.serv
$87,864Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$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.

Questions for Compass Coordination INC

Tap to ask. Compass Coordination INC sees how many people are interested.

Your first name shows with your question. Compass Coordination INC answers here, for everyone.

1 program · $3.3M · in their own filed words · FY2019
01

development and monitoring of support and service plans for 1319 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, FY2019. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 62-1642223) · Dispute this line
$3.3Mprogram expense

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$3.9M
Ln 12
Gifts and grantsLn 1h$3.9M
Investment incomeLn 3$39
Money outPt IX
$3.8M
Ln 25
Programscol B$3.3M
Managementcol C$454K
Owns and owesPt X
$598K
net assets · Ln 32
Cash and savingsLn 1–2$940K
Total assetsLn 16$1.4M
LiabilitiesLn 26$836K
PeoplePt VI, VII
6
listed · VII A
PaidVII A2
Voting boardVI 1a6
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.9M
Government grantsLn 1e$3.9M
Investment incomeLn 3$39
Total revenueLn 12$3.9M
Assets in detailPt X, end of year
CashLn 1$877K
SavingsLn 2$63K
Cash and savings togetherLn 1–2$940K
Pledges and grants receivableLn 3$383K
Prepaid expenses and deferred chargesLn 9$53K
Land, buildings, equipmentLn 10c$44K
Other assetsLn 15$14K
Total assetsLn 16$1.4M
LiabilitiesLn 26$836K
Net assetsLn 32$598K
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 FY20End FY20
Cash and savingsLn 1–2$150K$940K
Land, buildings, equipmentLn 10c$31K$44K
Total assetsLn 16$822K$1.4M
LiabilitiesLn 26$338K$836K
Net assetsLn 32$484K$598K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of officers and key staff (Part IX, line 5)Ln 5$252K$56K$196K$0
Other salaries and wagesLn 7$2.5M$2.3M$161K$0
Other employee benefitsLn 9$374K$349K$25K$0
Payroll taxesLn 10$169K$159K$10K$0
Accounting feesLn 11c$9K$6K$3K$0
Other fees for servicesLn 11g$12K$11K$934$0
Office expensesLn 13$168K$152K$15K$0
OccupancyLn 16$150K$128K$23K$0
TravelLn 17$123K$123K$0$0
Depreciation, depletion and amortizationLn 22$20K$17K$2K$0
InsuranceLn 23$12K$0$12K$0
Other expenses (24a–d)Ln 24$8K$2K$6K$0
Total functional expensesLn 25$3.8M$3.3M$454K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled 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
FY2020 ViewingFiled 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 FY2020 990
Part I · Summary $3,878,517 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,767,614$3,878,478
I-9 Program service revenue$0
I-10 Investment incomePrior year $33$39
I-11 Other revenue$0
I-12 Total revenuePrior year $3,767,647$3,878,517
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $3,221,293$3,263,956
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $545,078$500,865
I-18 Total expensesPrior year $3,766,371$3,764,821
I-19 Revenue less expensesPrior year $1,276$113,696
Part VI · Governance 4 of 6 board members independent, 1 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members4
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 $3,878,517 across 4 lines filed
VIII-1e Government grants$3,878,478
VIII-1h Total contributions, gifts and grants$3,878,478
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $39$39
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $39$3,878,517
Part IX · Statement of functional expenses $3,764,821 across 12 lines filed
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $55,906 · Management $195,667 · Fundraising $0$251,573
IX-7 Other salaries and wagesPrograms $2,308,393 · Management $160,653 · Fundraising $0$2,469,046
IX-9 Other employee benefitsPrograms $348,532 · Management $25,401 · Fundraising $0$373,933
IX-10 Payroll taxesPrograms $159,451 · Management $9,953 · Fundraising $0$169,404
IX-11c Accounting feesPrograms $6,160 · Management $2,640 · Fundraising $0$8,800
IX-11g Other fees for servicesPrograms $10,726 · Management $934 · Fundraising $0$11,660
IX-13 Office expensesPrograms $152,265 · Management $15,494 · Fundraising $0$167,759
IX-16 OccupancyPrograms $127,554 · Management $22,510 · Fundraising $0$150,064
IX-17 TravelPrograms $122,820 · Management $0 · Fundraising $0$122,820
IX-22 Depreciation, depletion and amortizationPrograms $17,315 · Management $2,361 · Fundraising $0$19,676
IX-23 InsurancePrograms $0 · Management $12,274 · Fundraising $0$12,274
IX-24 Other expenses (24a–d)Programs $1,881 · Management $5,931 · Fundraising $0$7,812
IX-25 Total functional expensesPrograms $3,311,003 · Management $453,818 · Fundraising $0$3,764,821
Part X · Balance sheet $1,433,885 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $87,036$877,138
X-2 Savings and temporary cash investmentsStart of year $63,087$63,126
X-3 Pledges and grants receivableStart of year $578,451$382,779
X-9 Prepaid expenses and deferred chargesStart of year $47,644$52,844
X-10c Land, buildings and equipment, netStart of year $31,196$43,621
X-15 Other assetsStart of year $14,878$14,377
X-16 Total assetsStart of year $822,292$1,433,885
X-17 Accounts payable and accrued expensesStart of year $338,260$321,946
X-24 Unsecured notes and loans payable$514,211
X-26 Total liabilitiesStart of year $338,260$836,157
X-27 Net assets without donor restrictionsStart of year $484,032$597,728
X-32 Total net assets or fund balancesStart of year $484,032$597,728
X-33 Total liabilities and net assetsStart of year $822,292$1,433,885
Part XI · Reconciliation of net assets $597,728 net assets at year end
XI-1 Total revenue$3,878,517
XI-2 Total expenses$3,764,821
XI-3 Revenue less expenses$113,696
XI-4 Net assets at start of year$484,032
XI-10 Net assets at end of year$597,728

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

Similar organizations you could support · Compare with another nonprofit

The names, titles, and financial information shown on this page are reproduced from IRS Form 990 filings, which are public records. More

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown. A filing can only be corrected by the organization filing an amended return with the IRS; the corrected information appears here at our next update.

We publish only information contained in the public IRS filing, and less than the filing contains. Our pages do not display home addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, contact the filing organization or the IRS directly.

All figures come from public IRS Form 990 filings. Comparisons are computed from the filing against similar orgs. They are not a rating.