COMPASSPOINT NONPROFIT SERVICES (EIN 931196632) - 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

1995

Legal Domicile

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

TO HELP SOCIAL JUSTICE LEADERS, ORGANIZATIONS, AND MOVEMENTS REALIZE THEIR FULL POWER.

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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 $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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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

$549,218

Total Directors

$549,218

Key Employees

Highest Compensated

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

COMPASSPOINT NONPROFIT SERVICES