THE COMPASS SCHOOL OF TEXAS

EIN: 881503437 501(c)(3) Education

DALLAS, TX

Total Revenue
$12,105,436
Total Expenses
$4,511,114
Total Assets
$19,911,528
Net Assets
$12,642,183
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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
2022
Legal Domicile
TX
Principal Officer
SHELLY SENDER
Phone
2142679059
Tax Period
2024-07-01 to 2025-06-30

THE COMPASS SCHOOL OF TEXAS, founded in 2022, is a mid-sized nonprofit in the Education sector that reported $12.1M in total revenue in fiscal year 2024. Revenue surged 193% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.6M, a strong 63% operating margin.

Mission

THE MISSION OF THE COMPASS SCHOOL OF TEXAS IS TO EQUIP STUDENTS WITH A STRONG ACADEMIC FOUNDATION THAT FOSTERS ANALYTICAL THINKING, INSTILLS THE JOY OF LEARNING IN A WHOLESOME ENVIORNMENT, AND INSPIRES THE PURSUIT OF PURPOSE. WE VALUE THE PARTNERSHIP AMONG FAMILIES, EDUCATORS, AND STUDENTS. OUR EDUCATIONAL APPROACH INSTILLS THE JOY OF LEARNING THROUGH INTENTIONALLY CURATED CLASSROOMS AND NATURAL ENVIRONMENTS. COMPASS STUDENTS WILL HAVE THE OPPORTUNITY TO EXPLORE AND DISCOVER THROUGH MULTI-DISCIPLINARY LEARNING AND AUTHENTIC EXPERIENCES.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $10,182,995
Program Service Revenue $2,349,701
Investment Income $0
Other Revenue $-427,260
TOTAL REVENUE $12,105,436

Expense Breakdown

Grants Paid $60,282
Salaries & Benefits $2,520,250
Fundraising Expenses $452,012
Program Expenses $3,069,832
Other Expenses $1,930,582
TOTAL EXPENSES $4,511,114

Year-over-Year Comparison

2024 2023 Change
Revenue $12,105,436 $4,129,673 +1.9%
Expenses $4,511,114 $3,420,709 +0.3%
Net Income $7,594,322 $708,964 +9.7%
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

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Governance

Voting Members
7
Independent Members
7
Employees
27
Volunteers
84

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
5
$275,210
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SHELLY SENDER HEAD OF SCHOOL 40.00
Officer
$254,620 $20,590 $275,210
KATHRYN TOWNSEND DIR OF ADVANCEMENT 40.00
$177,301 $12,633 $189,934
SUZANNE WOODBURN DIR OF ACADEMICS 40.00
$125,529 $14,867 $140,396
MERCEDES MACEDO DIAZ SPANISH TEACHER 40.00
$101,861 $1,958 $103,819
FRANCIS HARRISON CHAIR 40.00
Officer Director
$0 $0 $0
CAROLINE HARRISON VICE-CHAIR 40.00
Officer Director
$0 $0 $0
FRANCES MITCHELL Secretary 40.00
Officer Director
$0 $0 $0
TANYA DAVIS Treasurer 15.00
Officer Director
$0 $0 $0
ALEX WILCOX Director 1.00
Director
$0 $0 $0
BRAD MEANS Director 1.00
Director
$0 $0 $0
JENNIFER RICHARDS 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 $12,105,436 $4,511,114 $19,911,528 $7,594,322
2024 $4,129,673 $3,420,709 $10,854,410 $708,964
2023 $4,283,312 $598,042 $10,230,114 $3,685,270
2022 $1,490,000 $42,492 $1,447,508 $1,447,508
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