COMPASSPOINT NONPROFIT SERVICES

EIN: 931196632 501(c)(3) Community Improvement

SAN FRANCISCO, CA

Total Revenue
$1,687,410
Total Expenses
$3,539,795
Total Assets
$4,335,928
Net Assets
$3,927,250
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1995
Legal Domicile
CA
Principal Officer
SHANNON ELLIS
Phone
5103183755
Tax Period
2023-01-01 to 2023-12-31

COMPASSPOINT NONPROFIT SERVICES, founded in 1995, is a community nonprofit in the Community Improvement sector that reported $1.7M in total revenue in fiscal year 2023. Revenue fell 62% from the prior year — a significant decline worth monitoring. Expenses of $3.5M exceeded revenue, resulting in a 110% operating deficit.

Mission

COMPASSPOINT IS A NATIONAL NONPROFIT LEADERSHIP PRACTICE THAT WORKS SHOULDER TO SHOULDER WITH LEADERS, NONPROFIT ORGANIZATIONS, AND MOVEMENT NETWORKS AS WE BUILD A MORE EQUITABLE WORLD TOGETHER.

Program Service Accomplishments

Program 1
Expenses: $1,249,556 Revenue: $36,563

LEADERSHIP PROGRAMS AND ORGANIZATIONAL CONTRACTS: COMPASSPOINT DEVELOPS PROGRAMMING THAT NURTURES TECHNICAL AND TRANSFORMATIONAL LEADERSHIP SKILLS. THESE PROGRAMS CREATE SPACE, TIME, AND COMMUNITY...

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LEADERSHIP PROGRAMS AND ORGANIZATIONAL CONTRACTS: COMPASSPOINT DEVELOPS PROGRAMMING THAT NURTURES TECHNICAL AND TRANSFORMATIONAL LEADERSHIP SKILLS. THESE PROGRAMS CREATE SPACE, TIME, AND COMMUNITY FOR LEADERS TO EXPLORE CRITICAL ISSUES OF RACE, POWER, AND PRIVILEGE IN THEIR LEADERSHIP. IN 2023, COMPASSPOINT WORKED WITH ORGANIZATIONS LIKE THE SILICON VALLEY FOUNDATION TO PROVIDE FINANCE FUNDAMENTALS PROGRAMMING AND DEVELOPED AND HOSTED COHORT PROGRAMS, LIKE THE SELF CARE FOR BLACK WOMEN SERIES.

Program 2
Expenses: $1,063,515 Revenue: $672,803

PUBLIC WORKSHOPS: COMPASSPOINT CREATES EXCEPTIONAL LEARNING EXPERIENCES THAT INCREASE PARTICIPANTS' SKILLS AND PREPARE THEM TO LEAD IMPROVEMENTS IN ORGANIZATIONAL PRACTICE. COMPASSPOINT PRACTITIONERS...

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PUBLIC WORKSHOPS: COMPASSPOINT CREATES EXCEPTIONAL LEARNING EXPERIENCES THAT INCREASE PARTICIPANTS' SKILLS AND PREPARE THEM TO LEAD IMPROVEMENTS IN ORGANIZATIONAL PRACTICE. COMPASSPOINT PRACTITIONERS AND KEY PARTNERS DESIGN AND DELIVER WORKSHOPS ON SUPERVISION AND COACHING SKILLS, FINANCIAL MANAGEMENT, CONFLICT, RESOURCE MOBILIZATION, FACILITATION, AND SELF-CARE, AMONG OTHER SUBJECTS.

Program 3
Expenses: $562,868 Revenue: $5,894

PUBLISHING AND COMMUNITY INFLUENCE: COMPASSPOINT PRODUCES AND CURATES CONTENT THAT INFORMS AND INSPIRES LEADERS AND CAPACITY BUILDERS TO CONSIDER AND EVOLVE THEIR PRACTICE. PUBLISHING REGULARLY IS...

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PUBLISHING AND COMMUNITY INFLUENCE: COMPASSPOINT PRODUCES AND CURATES CONTENT THAT INFORMS AND INSPIRES LEADERS AND CAPACITY BUILDERS TO CONSIDER AND EVOLVE THEIR PRACTICE. PUBLISHING REGULARLY IS ESSENTIAL TO OUR PRACTICE. COMPASSPOINT PUBLISHES ARTICLES THROUGH A REGULARLY UPDATED BLOG: HTTPS://WWW.COMPASSPOINT.ORG/BLOG; LEAD-LEARN-LIBERATE, OUR MONTHLY E-NEWSLETTER; AND THROUGH VARIOUS PUBLICATIONS OPERATED BY OTHERS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $785,952
Program Service Revenue $715,260
Investment Income $182,216
Other Revenue $3,982
TOTAL REVENUE $1,687,410

Expense Breakdown

Grants Paid $186,425
Salaries & Benefits $2,780,467
Fundraising Expenses $23,547
Program Expenses $2,875,939
Other Expenses $572,903
TOTAL EXPENSES $3,539,795

Year-over-Year Comparison

2023 2022 Change
Revenue $1,687,410 $4,414,172 -0.6%
Expenses $3,539,795 $2,822,211 +0.3%
Net Income $-1,852,385 $1,591,961 -2.2%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
6
Employees
28
Volunteers
6

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
8
$549,218
Total Directors
9
$549,218
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SHANNON ELLIS CO-EXECUTIVE DIRECTOR 36.00
Officer Director
$174,207 $29,706 $203,913
ELIZABETH DERIAS CO-EXECUTIVE DIRECTOR 36.00
Officer Director
$176,348 $6,390 $182,738
ASHA MEHTA CO-EXECUTIVE DIRECTOR (STARTED 7/23) 36.00
Officer Director
$152,097 $10,470 $162,567
SPRING OPARA PROJECT DIRECTOR 36.00
Highest
$139,439 $14,488 $153,927
RICHARD STEVE LEW PROJECT DIRECTOR 36.00
Highest
$138,817 $14,965 $153,782
JASMINE HALL PROJECT DIRECTOR 36.00
Highest
$138,776 $13,973 $152,749
KYLA HARTSFIELD PROJECT DIRECTOR 36.00
Highest
$122,951 $9,094 $132,045
MONICA MARIE AVERY PROJECT DIRECTOR, FINANCE 36.00
Highest
$122,762 $8,436 $131,198
ADRIENNE KIMBALL CO-CHAIR 1.00
Officer Director
$0 $0 $0
ADA PALOTAI CO-CHAIR 1.00
Officer Director
$0 $0 $0
LORENZO HERRERA Y LOZANO VICE CO-CHAIR 1.00
Officer Director
$0 $0 $0
PATRICK BROWN TREASURER 1.00
Officer Director
$0 $0 $0
LEILA SAADAT SECRETARY 1.00
Officer Director
$0 $0 $0
ANBAR MAHAR 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
2024 No data No data No data No data
2023 $1,687,410 $3,539,795 $4,335,928 $-1,852,385
2022 $4,414,172 $2,822,211 $6,215,870 $1,591,961
2021 $4,789,548 $2,292,718 $4,915,311 $2,496,830
2020 $1,200,798 $2,733,352 $2,001,024 $-1,532,554
2019 $3,682,344 $3,042,215 $3,859,040 $640,129
2018 $3,175,354 $3,094,141 $3,196,331 $81,213
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