Compass House INC FY2020 filing

Tax-deductible

Medford, OR501(c)(3)Human ServicesEIN 93-1294230Revenue $566K in FY2020

On file with the IRSsocompasshouse.org37 N Ivy St, 97501-2721 · Medford, ORTax-exempt since Sep 2000Publicly supported charity — 170(b)(1)(A)(vi)

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501(c)(3) charity; gifts are tax-deductible.
93¢ of each $1 spent went to programs.
$69K paid to officers and key staff.
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
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
4 of 5
filings with a surplus
Average surplus $161K a year · 23% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
93%
of spending
Looks good: 93% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$69K
to officers and key staff · 12% of spending
Looks good: pay to officers and key staff is 12% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.5 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $41K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$249K
24% of total assets
Looks good: liabilities are 24% of assets; 50% or less.
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
$566K
Spent
$565K
To programs
93%
Net assets
$796K
By yearFY2020–FY2024
Revenue
$566K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$566K
FY2021$724K
FY2022$1.0M
FY2023$608K
FY2024$585K
Expenses
$565K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$565K
FY2021$484K
FY2022$466K
FY2023$611K
FY2024$579K
Net assets
$796K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$796K
FY2021$1.0M
FY2022$1.6M
FY2023$1.6M
FY2024$1.6M

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 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 Sep 2000.

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

Where the money goes

93 cents of each dollar spent went to programs.

Program services 93% · $525K Management & general 7% · $40K

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

10 people listed on the 990; $69K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$46,971Pt VII · Sec A
Executive Director
$22,308Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A

Anna Wayman’s $68K as Executive Director is at the 58th percentile of top reported officer pay among 2168 $100K–1M human services 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

NameFY2023FY2022FY2021FY2020
Anna Wayman$67,872$63,951$58,696$22,308
Elizabeth Hazlewood———$46,971

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

Compass House INC is a human services nonprofit based in Medford, OR.

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Provided by the organization

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1 program · $525K · in their own filed words · FY2020
01

Compass house provides evidenced based non-clinical mental health services for adults living with a mental illness including employment, education, housing, wellness, socialization and life skills.

$525Kprogram 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 · FY2024
Total grants receivedfrom 2 funders$41K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$566K
Ln 12
Gifts and grantsLn 1h$513K
Fees for servicesLn 2g$54K
Investment incomeLn 3$5
Money outPt IX
$565K
Ln 25
Programscol B$525K
Managementcol C$40K
Owns and owesPt X
$796K
net assets · Ln 32
Cash and savingsLn 1–2$116K
Total assetsLn 16$1.0M
LiabilitiesLn 26$249K
PeoplePt VI, VII
10
listed · VII A
PaidVII A2
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$513K
Fees for servicesLn 2g$54K
Investment incomeLn 3$5
Total revenueLn 12$566K
Assets in detailPt X, end of year
CashLn 1$116K
Cash and savings togetherLn 1–2$116K
Land, buildings, equipmentLn 10c$928K
Total assetsLn 16$1.0M
LiabilitiesLn 26$249K
Net assetsLn 32$796K
OperationsPt I, VI
EmployeesI 57
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
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$66K$116K
Land, buildings, equipmentLn 10c$975K$928K
Total assetsLn 16$1.1M$1.0M
LiabilitiesLn 26$255K$249K
Net assetsLn 32$800K$796K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$54K$47K$7K
Other salaries and wagesLn 7$226K$193K$33K
Payroll taxesLn 10$96K$96K
Legal feesLn 11b$64$64
Other fees for servicesLn 11g$4K$4K
Advertising and promotionLn 12$2K$2K
Office expensesLn 13$28K$28K
OccupancyLn 16$42K$42K
Conferences, conventions and meetingsLn 19$855$855
InterestLn 20$22K$22K
Depreciation, depletion and amortizationLn 22$48K$48K
InsuranceLn 23$17K$17K
Other expenses (24a–d)Ln 24$26K$26K
Total functional expensesLn 25$565K$525K$40K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $585K$579K$5K$1.6M 990 PDF
FY2023 $608K$611K−$4K$1.6M 990 PDF
FY2022 $1.0M$466K$563K$1.6M 990 PDF
FY2021 $724K$484K$240K$1.0M 990 PDF
FY2020 Viewing $566K$565K$1K$796K 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 $566,343 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $757,375$512,553
I-9 Program service revenuePrior year $24,318$53,785
I-10 Investment incomePrior year $11$5
I-11 Other revenuePrior year $21,807$0
I-12 Total revenuePrior year $803,511$566,343
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $311,981$375,558
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $163,919$189,471
I-18 Total expensesPrior year $475,900$565,029
I-19 Revenue less expensesPrior year $327,611$1,314
Part VI · Governance 9 of 9 board members independent, 2 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-13 Written whistleblower policyNo
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-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $566,343 across 5 lines filed
VIII-1f All other contributions, gifts and grants$512,553
VIII-1h Total contributions, gifts and grants$512,553
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $53,785$53,785
VIII-3 Investment incomeRelated to mission $5$5
VIII-12 Total revenueRelated to mission $53,790 · Unrelated business $0 · Excluded from tax $0$566,343
Part IX · Statement of functional expenses $565,029 across 13 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $47,070 · Management $7,046$54,116
IX-7 Other salaries and wagesPrograms $192,877 · Management $33,018$225,895
IX-10 Payroll taxesPrograms $95,547$95,547
IX-11b Legal feesPrograms $64$64
IX-11g Other fees for servicesPrograms $4,017$4,017
IX-12 Advertising and promotionPrograms $1,692$1,692
IX-13 Office expensesPrograms $28,105$28,105
IX-16 OccupancyPrograms $42,000$42,000
IX-19 Conferences, conventions and meetingsPrograms $855$855
IX-20 InterestPrograms $21,865$21,865
IX-22 Depreciation, depletion and amortizationPrograms $48,224$48,224
IX-23 InsurancePrograms $16,861$16,861
IX-24 Other expenses (24a–d)Programs $25,788$25,788
IX-25 Total functional expensesPrograms $524,965 · Management $40,064 · Fundraising $0$565,029
Part X · Balance sheet $1,044,804 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $66,420$115,711
X-9 Prepaid expenses and deferred chargesStart of year $12,523$1,133
X-10c Land, buildings and equipment, netStart of year $975,298$927,960
X-16 Total assetsStart of year $1,054,396$1,044,804
X-17 Accounts payable and accrued expenses$597
X-25 Other liabilitiesStart of year $1,665$1,915
X-26 Total liabilitiesStart of year $254,558$248,652
X-27 Net assets without donor restrictionsStart of year $799,838$796,152
X-32 Total net assets or fund balancesStart of year $799,838$796,152
X-33 Total liabilities and net assetsStart of year $1,054,396$1,044,804
Part XI · Reconciliation of net assets $796,152 net assets at year end
XI-1 Total revenue$566,343
XI-2 Total expenses$565,029
XI-3 Revenue less expenses$1,314
XI-4 Net assets at start of year$799,838
XI-8 Prior period adjustments−$5,000
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$796,152

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

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