A COMPASS PROJECT (EIN 830885017) - 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

2018

Legal Domicile

Principal Officer

DEVON KIM

Phone

7858562631

Tax Period

2021-01-01 to 2021-12-31

A COMPASS PROJECT, founded in 2018, is a small nonprofit in the Human Services sector that reported $234K in total revenue in fiscal year 2021. The organization ran a surplus of $68K, a strong 29% operating margin.

Mission

THE PURPOSE IS TO PROVIDE ELIGIBILITY CASE MANAGEMENT FOR LOW INCOME INDIVIDUALS, REGARDLESS OF STATE OF RESIDENCY, BY FULFILLING REQUIREDMENTS TO ENSURE FINANCIAL CLEARANCE TO HEALTHCARE COMPASSIONATELY.

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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 (2021)

Revenue Breakdown

Contributions & Grants $233,775

Program Service Revenue $0

Investment Income $7

Other Revenue $0

TOTAL REVENUE $233,782

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $17,586

Program Expenses $130,751

Other Expenses $165,923

TOTAL EXPENSES $165,923

Year-over-Year Comparison

	2021	2020	Change
Revenue	$233,782	N/A	N/A
Expenses	$165,923	N/A	N/A
Net Income	$67,859	N/A	N/A

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LYN CHANCE	DIRECTOR	1.00	Director	$0	$0	$0
WYATT HAASE	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY KIM	DIRECTOR	1.00	Director	$0	$0	$0
JANICE TOEBBEN	DIRECTOR	1.00	Director	$0	$0	$0
DEVON KIM	PRESIDENT	10.00	Officer	$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
2021	$233,782	$165,923	$66,008	$67,859

A COMPASS PROJECT