Compasspoint Nonprofit Services FY2021 filing

Tax-deductible

San Francisco, CA501(c)(3)Community DevelopmentEIN 93-1196632Revenue $4.8M in FY2021

On file with the IRScompasspoint.org548 Market St Pmb 25158, 94104-5401 · San Francisco, CATax-exempt since May 1996Publicly supported charity — 170(b)(1)(A)(vi)

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To help social justice leaders, organizations, and movements realize their full power.

501(c)(3) charity; gifts are tax-deductible.
71¢ of each $1 spent went to programs.
$797K 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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FY2021 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $151K a year · 5% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
71%
of spending
Fine: 71% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$797K
to officers and key staff · 35% of spending
Concern: pay to officers and key staff is 35% of spending; over 30%.
Pt VII · Sec A
Cash reserves
24 mo
of spending, in cash
Looks good: 24.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $360K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$728K
15% of total assets
Looks good: liabilities are 15% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 7 voting members
Looks good: 5 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.8M
+299% vs prior year
Spent
$2.3M
To programs
71%
Net assets
$4.2M
By yearFY2020–FY2024
Revenue
$4.8M
FY2021▲ +299%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.2M
FY2021$4.8M
FY2022$4.4M
FY2023$1.7M
FY2024$1.8M
Expenses
$2.3M
FY2021▼ -16%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.7M
FY2021$2.3M
FY2022$2.8M
FY2023$3.5M
FY2024$3.2M
Net assets
$4.2M
FY2021▲ +148%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.7M
FY2021$4.2M
FY2022$5.8M
FY2023$3.9M
FY2024$2.5M

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 1996.

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

Where the money goes

71 cents of each dollar spent went to programs.

Program services 71% · $1.6M Management & general 27% · $629K Fundraising 1% · $30K

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; $797K paid to officers and key staff.

Part VII, Section A · reportable compensation
$157,026Pt VII · Sec A
Co-Director
$146,620Pt VII · Sec A
Project Director
$130,935Pt VII · Sec A
Project Director
$126,214Pt VII · Sec A
Project Director
$125,809Pt VII · Sec A
Project Director
$110,254Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Shannon Ellis’s $183K as Executive Director is at the 60th percentile of top reported officer pay among 2832 $1–10M community development 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 · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Shannon Ellis$182,765$174,207$183,590$146,620$132,605
Elizabeth Derias$13,002$176,348$175,916——
Elizabeth Derias-Tyehimba———$157,026$129,743
Jasmine Hall$153,211$138,776$131,432$125,809$108,006
Asha Mehta$72,182$152,097———
Spring Opara$144,650$139,439$131,953——
Guadalupe Poblano————$143,930
Steve Lew$143,568—$129,430——

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

Empowers social justice leaders, organizations, and movements to reach their full potential.

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Provided by the organization

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3 programs · $1.6M · in their own filed words · FY2021
01

Public Workshops

Compasspoint creates exceptional learning experiences that increase participants' skills and prepare them to lead improvements in organizational practice. Compasspoint practitioners and key partners design and deliver workshops on supervision and coaching skills, financial management, conflict, facilitation, and self-care, among other…

$1.1Mprogram expense
02

Leadership Programs and Organizational Contracts

Compasspoint develops programming that nurtures technical skills while creating space, time, and community for leaders to explore emotional dimensions of leadership and examine critical issues of race, power, and privilege. In 2021, compasspoint facilitated one multi-year cohort leadership program - hive leadership development.

$383Kprogram expense
03

Publishing and Community Influence

Compasspoint produces and curates content that informs and inspires leaders and capacity builders to consider and evolve their practice. Publishing regularly is essential to our practice because when we write, we make sense of what we are learning as we do this work, reading the work of others is essential to our own development as…

$151Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 3 funders$360K
See all 3 funders →
Grants paid · 10 grants · $339K · 2020–2024
Justice FundersCA · FY2024$57,493
Sogorea Te Land TrustCA · FY2024$8,267
Allied Media Projects INCMI · FY2023$84,000
Justice FundersCA · FY2023$84,000
Sogorea Te Land TrustCA · FY2023$8,575
Sogorea Te Land TrustCA · FY2022$18,625
Sierra Club FoundationCA · FY2020$14,000
The Nature ConservancyVA · FY2020$14,000

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$4.8M
Ln 12
Gifts and grantsLn 1h$4.0M
Fees for servicesLn 2g$750K
Investment incomeLn 3$2K
Money outPt IX
$2.3M
Ln 25
Programscol B$1.6M
Managementcol C$629K
Fundraisingcol D$30K
Owns and owesPt X
$4.2M
net assets · Ln 32
Cash and savingsLn 1–2$4.6M
Total assetsLn 16$4.9M
LiabilitiesLn 26$728K
PeoplePt VI, VII
11
listed · VII A
PaidVII A6
Voting boardVI 1a7
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$4.0M
Fees for servicesLn 2g$750K
Investment incomeLn 3$2K
Other incomeLn 4–11$981
Gains on assetsLn 7−$3K
Total revenueLn 12$4.8M
Assets in detailPt X, end of year
CashLn 1$4.3M
SavingsLn 2$268K
Cash and savings togetherLn 1–2$4.6M
Land, buildings, equipmentLn 10c$17K
Other assetsLn 15$0
Total assetsLn 16$4.9M
LiabilitiesLn 26$728K
Net assetsLn 32$4.2M
OperationsPt I, VI
EmployeesI 521
VolunteersI 65
Fiscal year endsHeaderDecember
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$992K$4.6M
Land, buildings, equipmentLn 10c$51K$17K
Total assetsLn 16$2.0M$4.9M
LiabilitiesLn 26$310K$728K
Net assetsLn 32$1.7M$4.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1K$1K
Pay of current officers, directors and key staffLn 5$325K$236K$85K$5K
Other salaries and wagesLn 7$1.3M$942K$340K$18K
Pension plan contributionsLn 8$772$559$202$11
Other employee benefitsLn 9$137K$99K$36K$2K
Payroll taxesLn 10$11K$8K$3K$159
Accounting feesLn 11c$36K$36K
Other fees for servicesLn 11g$130K$76K$53K$915
Office expensesLn 13$85K$69K$15K$863
OccupancyLn 16$185K$136K$47K$3K
TravelLn 17$2K$2K$94
Conferences, conventions and meetingsLn 19$33K$30K$3K$140
Depreciation, depletion and amortizationLn 22$29K$25K$4K$220
InsuranceLn 23$11K$5K$5K$107
Other expenses (24a–d)Ln 24$6K$5K$904$101
Total functional expensesLn 25$2.3M$1.6M$629K$30K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.8M$3.2M−$1.5M$2.5M 990 PDF
FY2023 $1.7M$3.5M−$1.9M$3.9M 990 PDF
FY2022 $4.4M$2.8M$1.6M$5.8M 990 PDF
FY2021 Viewing $4.8M$2.3M$2.5M$4.2M 990 PDF
FY2020 $1.2M$2.7M−$1.5M$1.7M 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 FY2021 990 (6 parts)
Part I · Summary $4,789,548 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $905,220$4,036,994
I-9 Program service revenuePrior year $277,610$749,903
I-10 Investment incomePrior year $11,167$1,670
I-11 Other revenuePrior year $6,801$981
I-12 Total revenuePrior year $1,200,798$4,789,548
I-13 Grants and similar amounts paidPrior year $78,000$1,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,925,963$1,774,695
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $729,389$517,023
I-18 Total expensesPrior year $2,733,352$2,292,718
I-19 Revenue less expensesPrior year −$1,532,554$2,496,830
Part VI · Governance 5 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members5
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 $4,789,548 across 7 lines filed
VIII-1f All other contributions, gifts and grants$4,036,994
VIII-1h Total contributions, gifts and grants$4,036,994
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $749,903$749,903
VIII-3 Investment incomeExcluded from tax $4,338$4,338
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$2,668−$2,668
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $981$981
VIII-12 Total revenueRelated to mission $749,903 · Unrelated business $0 · Excluded from tax $2,651$4,789,548
Part IX · Statement of functional expenses $2,292,718 across 15 lines filed
IX-1 Grants to domestic organizationsPrograms $1,000$1,000
IX-5 Pay of current officers, directors and key staffPrograms $235,702 · Management $85,208 · Fundraising $4,522$325,432
IX-7 Other salaries and wagesPrograms $941,841 · Management $340,479 · Fundraising $18,072$1,300,392
IX-8 Pension plan contributionsPrograms $559 · Management $202 · Fundraising $11$772
IX-9 Other employee benefitsPrograms $98,994 · Management $35,787 · Fundraising $1,899$136,680
IX-10 Payroll taxesPrograms $8,270 · Management $2,990 · Fundraising $159$11,419
IX-11c Accounting feesManagement $36,360$36,360
IX-11g Other fees for servicesPrograms $76,070 · Management $53,092 · Fundraising $915$130,077
IX-13 Office expensesPrograms $68,872 · Management $15,474 · Fundraising $863$85,209
IX-16 OccupancyPrograms $135,958 · Management $46,756 · Fundraising $2,652$185,366
IX-17 TravelPrograms $1,913 · Management $94$2,007
IX-19 Conferences, conventions and meetingsPrograms $29,920 · Management $2,527 · Fundraising $140$32,587
IX-22 Depreciation, depletion and amortizationPrograms $24,976 · Management $3,963 · Fundraising $220$29,159
IX-23 InsurancePrograms $5,470 · Management $5,149 · Fundraising $107$10,726
IX-24 Other expenses (24a–d)Programs $4,527 · Management $904 · Fundraising $101$5,532
IX-25 Total functional expensesPrograms $1,634,072 · Management $628,985 · Fundraising $29,661$2,292,718
Part X · Balance sheet $4,915,311 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $323,520$4,342,144
X-2 Savings and temporary cash investmentsStart of year $668,324$268,416
X-3 Pledges and grants receivableStart of year $759,139$250,100
X-4 Accounts receivableStart of year $32,732$1,271
X-9 Prepaid expenses and deferred chargesStart of year $62,809$36,590
X-10c Land, buildings and equipment, netStart of year $50,799$16,790
X-15 Other assetsStart of year $103,701$0
X-16 Total assetsStart of year $2,001,024$4,915,311
X-17 Accounts payable and accrued expensesStart of year $234,001$236,345
X-19 Deferred revenueStart of year $76,179$145,952
X-24 Unsecured notes and loans payable$345,340
X-26 Total liabilitiesStart of year $310,180$727,637
X-27 Net assets without donor restrictionsStart of year $669,325$3,559,889
X-28 Net assets with donor restrictionsStart of year $1,021,519$627,785
X-32 Total net assets or fund balancesStart of year $1,690,844$4,187,674
X-33 Total liabilities and net assetsStart of year $2,001,024$4,915,311
Part XI · Reconciliation of net assets $4,187,674 net assets at year end
XI-1 Total revenue$4,789,548
XI-2 Total expenses$2,292,718
XI-3 Revenue less expenses$2,496,830
XI-4 Net assets at start of year$1,690,844
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$4,187,674

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

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