COMPASS OF CAROLINA INC (EIN 570381870) - 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

1958

Legal Domicile

Principal Officer

DANIELLE CROFT

Phone

8644673434

Tax Period

2023-01-01 to 2023-12-31

COMPASS OF CAROLINA INC, founded in 1958, is a small nonprofit in the Education sector that reported $859K in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum.

Mission

OUR CORE SERVICES INCLUDE COUNSELING, FAMILY VIOLENCE INTERVENTION PROGRAMS, AND REPRESENTATIVE PAYEE CASE MANAGEMENT FOR VETERANS ASSISTANCE, SSI/SSA, OR HOMELESS INDIVIDUALS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $440,843

Program Service Revenue $420,825

Investment Income $10,610

Other Revenue $-13,487

TOTAL REVENUE $858,791

Expense Breakdown

Grants Paid $0

Salaries & Benefits $589,886

Fundraising Expenses $24,280

Program Expenses $718,825

Other Expenses $260,940

TOTAL EXPENSES $850,826

Year-over-Year Comparison

	2023	2022	Change
Revenue	$858,791	$615,019	+0.4%
Expenses	$850,826	$851,507	0.0%
Net Income	$7,965	$-236,488	-1.0%

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

Employees

Volunteers

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

$85,979

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURIE ROVIN	INTERIM/EXEC	37.50	Officer	$65,969	$3,911	$69,880
GLEN PLUMLEY	EXEC DIR THR	37.50	Officer	$10,887	$5,212	$16,099
CHERYL HICKS	CHAIR/IMMEDI	3.00	Officer Director	$0	$0	$0
JOHN RIDDLE	CHAIR/IMMEDI	3.00	Officer Director	$0	$0	$0
HEATHER VOLZ	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JAMES STARKS	TREASURER	2.00	Officer Director	$0	$0	$0
VIRGINIA CRIDER	SECRETARY	2.00	Officer Director	$0	$0	$0
SUZANNA FULTON	DIRECTOR	1.50	Director	$0	$0	$0
JUAN GONZALEZ	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON HUELL	DIRECTOR	1.00	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
2023	$858,791	$850,826	$3,301,754	$7,965
2022	$615,019	$851,507	$2,331,265	$-236,488
2021	$916,131	$819,541	$3,293,061	$96,590
2020	$797,435	$786,993	$2,766,615	$10,442
2019	$932,577	$797,288	$2,259,524	$135,289
2018	$865,468	$758,971	$1,597,147	$106,497

COMPASS OF CAROLINA INC