Compass Coordination INC FY2021 filing

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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, FY2021. 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.
$297K 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

FY2021 · 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
$297K
to officers and key staff · 8% of spending
Pay to officers and key staff is 8% of spending.
Part VII, Section A
2.1 mo
of spending, in cash
2.1 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$809K
52% of total assets
Liabilities are 52% 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
$4.0M
+3% vs prior year
Spent
$3.9M
To programs
88%
Net assets
$747K
By yearFY2020–FY2025
Revenue
$4.0M
FY2021▲ +3%
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
$3.9M
FY2021▲ +2%
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
$747K
FY2021▲ +25%
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 FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

You’re viewing the FY2021 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% · $3.4M Management & general 12% · $466K

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

7 people listed on the 990; $297K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
Pres/Ex.dir
$115,435Pt VII · Sec A
Director of Services
$91,472Pt VII · Sec A
V-P/Director Reg.serv.
$90,127Pt 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.

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1 program · $3.4M · in their own filed words · FY2020
01

development and monitoring of support and service plans for 1350 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, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 62-1642223) · Dispute this line
$3.4Mprogram expense

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$4.0M
Ln 12
Gifts and grantsLn 1h$4.0M
Investment incomeLn 3$21
Money outPt IX
$3.9M
Ln 25
Programscol B$3.4M
Managementcol C$466K
Owns and owesPt X
$747K
net assets · Ln 32
Cash and savingsLn 1–2$680K
Total assetsLn 16$1.6M
LiabilitiesLn 26$809K
PeoplePt VI, VII
7
listed · VII A
PaidVII A3
Voting boardVI 1a6
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$4.0M
Government grantsLn 1e$4.0M
Investment incomeLn 3$21
Total revenueLn 12$4.0M
Assets in detailPt X, end of year
CashLn 1$617K
SavingsLn 2$63K
Cash and savings togetherLn 1–2$680K
Pledges and grants receivableLn 3$786K
Prepaid expenses and deferred chargesLn 9$22K
Land, buildings, equipmentLn 10c$62K
Other assetsLn 15$7K
Total assetsLn 16$1.6M
LiabilitiesLn 26$809K
Net assetsLn 32$747K
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 FY21End FY21
Cash and savingsLn 1–2$940K$680K
Land, buildings, equipmentLn 10c$44K$62K
Total assetsLn 16$1.4M$1.6M
LiabilitiesLn 26$836K$809K
Net assetsLn 32$598K$747K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of officers and key staff (Part IX, line 5)Ln 5$243K$95K$148K$0
Other salaries and wagesLn 7$2.7M$2.5M$218K$0
Other employee benefitsLn 9$404K$373K$31K$0
Payroll taxesLn 10$202K$175K$27K$0
Accounting feesLn 11c$9K$6K$2K$0
Other fees for servicesLn 11g$11K$10K$1K$0
Office expensesLn 13$163K$160K$2K$0
OccupancyLn 16$99K$84K$15K$0
TravelLn 17$496$496$0$0
Depreciation, depletion and amortizationLn 22$26K$23K$3K$0
InsuranceLn 23$13K$0$13K$0
Other expenses (24a–d)Ln 24$8K$3K$6K$0
Total functional expensesLn 25$3.9M$3.4M$466K$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
FY2021 ViewingFiled 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 FY2021 990
Part I · Summary $4,008,400 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,878,478$4,008,379
I-9 Program service revenue$0
I-10 Investment incomePrior year $39$21
I-11 Other revenue$0
I-12 Total revenuePrior year $3,878,517$4,008,400
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $3,263,956$3,529,398
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $500,865$329,294
I-18 Total expensesPrior year $3,764,821$3,858,692
I-19 Revenue less expensesPrior year $113,696$149,708
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 $4,008,400 across 4 lines filed
VIII-1e Government grants$4,008,379
VIII-1h Total contributions, gifts and grants$4,008,379
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $21$21
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $21$4,008,400
Part IX · Statement of functional expenses $3,858,692 across 12 lines filed
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $95,362 · Management $147,889 · Fundraising $0$243,251
IX-7 Other salaries and wagesPrograms $2,462,629 · Management $217,843 · Fundraising $0$2,680,472
IX-9 Other employee benefitsPrograms $372,732 · Management $31,236 · Fundraising $0$403,968
IX-10 Payroll taxesPrograms $175,147 · Management $26,560 · Fundraising $0$201,707
IX-11c Accounting feesPrograms $6,337 · Management $2,263 · Fundraising $0$8,600
IX-11g Other fees for servicesPrograms $9,769 · Management $1,194 · Fundraising $0$10,963
IX-13 Office expensesPrograms $160,335 · Management $2,478 · Fundraising $0$162,813
IX-16 OccupancyPrograms $84,248 · Management $14,867 · Fundraising $0$99,115
IX-17 TravelPrograms $496 · Management $0 · Fundraising $0$496
IX-22 Depreciation, depletion and amortizationPrograms $23,136 · Management $3,155 · Fundraising $0$26,291
IX-23 InsurancePrograms $0 · Management $12,714 · Fundraising $0$12,714
IX-24 Other expenses (24a–d)Programs $2,529 · Management $5,773 · Fundraising $0$8,302
IX-25 Total functional expensesPrograms $3,392,720 · Management $465,972 · Fundraising $0$3,858,692
Part X · Balance sheet $1,556,868 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $877,138$616,599
X-2 Savings and temporary cash investmentsStart of year $63,126$63,146
X-3 Pledges and grants receivableStart of year $382,779$786,187
X-9 Prepaid expenses and deferred chargesStart of year $52,844$21,685
X-10c Land, buildings and equipment, netStart of year $43,621$62,311
X-15 Other assetsStart of year $14,377$6,940
X-16 Total assetsStart of year $1,433,885$1,556,868
X-17 Accounts payable and accrued expensesStart of year $321,946$295,221
X-24 Unsecured notes and loans payableStart of year $514,211$514,211
X-25 Other liabilities$0
X-26 Total liabilitiesStart of year $836,157$809,432
X-27 Net assets without donor restrictionsStart of year $597,728$747,436
X-32 Total net assets or fund balancesStart of year $597,728$747,436
X-33 Total liabilities and net assetsStart of year $1,433,885$1,556,868
Part XI · Reconciliation of net assets $747,436 net assets at year end
XI-1 Total revenue$4,008,400
XI-2 Total expenses$3,858,692
XI-3 Revenue less expenses$149,708
XI-4 Net assets at start of year$597,728
XI-10 Net assets at end of year$747,436

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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