COMPASSPOINT MENTORSHIP (EIN 462389059) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

CATHERINE LIU

Phone

4084780683

Tax Period

2025-01-01 to 2025-12-31

COMPASSPOINT MENTORSHIP, founded in 2012, is a small nonprofit in the Unknown sector that reported $613K in total revenue in fiscal year 2025. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

OUR MISSION OUR MISSION IS TO HELP CHILDREN CONVERT IDEAS INTO WORLD-CHANGING ACTIONS THROUGH EDUCATION, MENTORSHIP, AND LEADERSHIP OPPORTUNITIES. OUR VISION COMPASSPOINT MENTORSHIP ENVISIONS A WORLD WHERE EVERY YOUNG PERSON HAS THE KNOWLEDGE, SKILLS, AND SOCIAL NETWORK TO CARE FOR THEMSELVES AND THEIR COMMUNITIES WHEN THEY ENTER ADULTHOOD.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $281,070

Program Service Revenue $328,732

Investment Income $2,914

Other Revenue $0

TOTAL REVENUE $612,716

Expense Breakdown

Grants Paid $15,450

Salaries & Benefits $107,937

Fundraising Expenses $0

Program Expenses $388,757

Other Expenses $497,733

TOTAL EXPENSES $621,120

Year-over-Year Comparison

	2025	2024	Change
Revenue	$612,716	$539,860	+0.1%
Expenses	$621,120	$499,941	+0.2%
Net Income	$-8,404	$39,919	-1.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

Volunteers

150

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$100,000

Total Directors

$100,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHERINE LIU	EXECUTIVE DI	40.00	Officer Director	$100,000	$0	$100,000
YI-JU CHEN	DEVELOPMENT	5.00	Director	$0	$0	$0
ZHIJUN HE	MANAGING DIR	8.00	Director	$0	$0	$0
REBECCA LIN	MANAGING DIR	2.00	Director	$0	$0	$0
JACK SONG	MANAGING DIR	2.00	Director	$0	$0	$0
WILLIAM YAN	MANAGING DIR	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$612,716	$621,120	$171,790	$-8,404
2024	No data	No data	No data	No data
2023	$345,937	$259,033	$108,912	$86,904

COMPASSPOINT MENTORSHIP