COMPASS COORDINATION INC (EIN 621642223) - 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

1996

Legal Domicile

Phone

6152429500

Tax Period

2024-07-01 to 2025-06-30

COMPASS COORDINATION INC, founded in 1996, is a community nonprofit in the Mental Health sector that reported $5.0M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

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

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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 (2024)

Revenue Breakdown

Contributions & Grants $5,018,729

Program Service Revenue $0

Investment Income $35

Other Revenue $0

TOTAL REVENUE $5,018,764

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,445,069

Fundraising Expenses $0

Program Expenses $4,408,652

Other Expenses $542,625

TOTAL EXPENSES $4,987,694

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,018,764	$4,454,619	+0.1%
Expenses	$4,987,694	$4,586,704	+0.1%
Net Income	$31,070	$-132,085	-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

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

$332,635

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Randall Moore	President	1.00	Officer Director	$0	$0	$0
Heather Roberts	Executive Director	40.00	Officer	$113,467	$21,148	$134,615
Lawanna Edwards	Vice-President	1.00	Officer Director	$0	$0	$0
Brent J Peterson	Secretary	1.00	Officer Director	$0	$0	$0
Barbara Davis	Chief Program Officer	40.00	Officer	$88,815	$16,458	$105,273
Jack Alexander	CFO	40.00	Officer	$77,963	$14,784	$92,747
Elizabeth Wilkinson	Director	1.00	Director	$0	$0	$0
Garrett Jones	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
2025	$5,018,764	$4,987,694	$1,535,457	$31,070
2024	$4,454,619	$4,586,704	$1,311,664	$-132,085
2023	$4,165,426	$4,250,078	$1,435,100	$-84,652
2022	$4,562,871	$3,983,300	$1,603,154	$579,571
2021	$4,008,400	$3,858,692	$1,556,868	$149,708
2020	$3,878,517	$3,764,821	$1,433,885	$113,696

COMPASS COORDINATION INC