COMPASS HOUSE INC

EIN: 931294230 501(c)(3) Human Services

MEDFORD, OR

Total Revenue
$607,629
Total Expenses
$611,317
Total Assets
$1,836,333
Net Assets
$1,606,631
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2000
Legal Domicile
OR
Principal Officer
ANNA WAYMAN
Phone
5419732840
Tax Period
2023-01-01 to 2023-12-31

COMPASS HOUSE INC, founded in 2000, is a small nonprofit in the Human Services sector that reported $608K in total revenue in fiscal year 2023. Revenue fell 41% from the prior year — a significant decline worth monitoring. Net assets of $1.6M represent 32 months of operating reserves.

Mission

A COMMUNITY REBUILDING LIVES AND HOPE THROUGH PURPOSEFUL OPPORTUNITIES FOR ADULTS LIVING WITH A MENTAL ILLNESS.

Program Service Accomplishments

Program 1
Expenses: $229,254 Revenue: $0

MEMBER SERVICES/EMPLOYMENT & EDUCATION: MEMBER SERVICES IS THE STARTING POINT FOR NEW MEMBERS WHO COMPLETE AN ORIENTATION PROCESS THAT HELPS THEM UNDERSTAND WHAT COMPASS HOUSE IS, WHAT WE OFFER, AND...

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MEMBER SERVICES/EMPLOYMENT & EDUCATION: MEMBER SERVICES IS THE STARTING POINT FOR NEW MEMBERS WHO COMPLETE AN ORIENTATION PROCESS THAT HELPS THEM UNDERSTAND WHAT COMPASS HOUSE IS, WHAT WE OFFER, AND HOW WE CAN HELP THEM. MEMBERS ARE LEARNING TO MAKE OUTBOUND CALLS, USE CANVA TO CREATE AND SEND MISS YOU AND BIRTHDAY CARDS AND DESIGN WEEKLY FLYERS. THEY LEARN PUBLISHER TO CREATE OUR MONTHLY NEWSLETTERS. RECEIVING CALLS, LETTERS AND NEWSLETTERS IS A LIFELINE OF CONNECTION FOR SOME OF OUR MEMBERS. EMPLOYMENT & EDUCATION ASSISTS MEMBERS IN DEFINING WORK, LIFE, AND RECOVERY GOALS, THEY CREATE A PLAN TO ACHIEVE THESE GOALS. THIS PLAN CONNECTS CLUBHOUSE TASKS (ENTERING ATTENDANCE, ASSISTING MEMBER BANK, RUNNING THE THRIFT STORE, CLEANING RESTROOMS, ETC.) WITH SKILLS THEY IDENTIFIED AS LACKING (DATA ENTRY, CASH HANDLING, CUSTOMER SERVICE, CASH REGISTER, JANITORIAL, BUDGETING), SO THEY CAN LEARN OR IMPROVE THEM TO INCREASE EMPLOYABILITY. MEMBERS ACQUIRE SKILLS IN RESUME WRITING, INTERVIEWING AND JOB SEARCH TOOLS AND STRATEGIES, ONLINE APPLICATION TECHNIQUES,

Program 2
Expenses: $190,113 Revenue: $6,480

CULINARY/WELLNESS UNIT: CULINARY PROVIDES OPPORTUNITIES TO LEARN LIFE, WORK, AND HOME TRANSFERRABLE SKILLS IN A REAL-WORLD RESTAURANT ENVIRONMENT BY PREPARING HEALTHY MEALS FOR CLUBHOUSE LUNCH AND...

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CULINARY/WELLNESS UNIT: CULINARY PROVIDES OPPORTUNITIES TO LEARN LIFE, WORK, AND HOME TRANSFERRABLE SKILLS IN A REAL-WORLD RESTAURANT ENVIRONMENT BY PREPARING HEALTHY MEALS FOR CLUBHOUSE LUNCH AND BREAKFAST. MEMBERS LEARN BASIC COOKING SKILLS, BUDGETING, USING INVENTORY TO RESEARCH RECIPES AND CREATE MENUS, WRITE A SHOPPING LIST, KNIFE SKILLS, AMONG OTHERS. WELLNESS UNIT OBJECTIVE IS TO PROVIDE AN INCLUSIVE RANGE OF ACTIVITIES THAT ENCOURAGE MEMBER INVOLVEMENT AND MOVEMENT. OUR HOLISTIC APPROACH TO MENTAL HEALTH INCLUDES WELLNESS, AS WE BELIEVE HEALTHY MEMBERS ARE BETTER EQUIPPED TO HANDLE THE STRESS AND CHALLENGES OF WORK AND HOME LIFE. THIS UNIT INCLUDES FARM-TO-TABLE GARDENING AT OUR BEDS AT HANLEY FARM, HIKES AND WALKS, TAI CHI, MEDITATION, AND WELLNESS-RELATED WORKSHOPS SUCH AS ON NUTRITION, MANAGING DIABETES, ETC. 84 MEMBERS ROUTINELY WORK IN THIS UNIT.

Program 3
Expenses: $139,789 Revenue: $454

BUSINESS/DEVELOPMENT UNIT: THE UNIT FOCUSES ON SIDE-BY-SIDE WORK WITH MEMBERS IN THE OPERATION OF THE CLUBHOUSE. THIS UNIT FOCUSES ON DATA REPORTING, FINANCES, DONOR RECOGNITION, RECEPTIONIST DUTIES...

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BUSINESS/DEVELOPMENT UNIT: THE UNIT FOCUSES ON SIDE-BY-SIDE WORK WITH MEMBERS IN THE OPERATION OF THE CLUBHOUSE. THIS UNIT FOCUSES ON DATA REPORTING, FINANCES, DONOR RECOGNITION, RECEPTIONIST DUTIES, GRANT WRITING, AND GRANT TRACKING. BY VOLUNTEERING FOR TASKS, MEMBERS LEARN EMPLOYABLE TRANSFERABLE SKILLS THAT ARE IN HIGH DEMAND IN AN OFFICE/CLERICAL SETTING. 63 MEMBERS ROUTINELY WORK IN THIS UNIT AND ARE LEARNING, OR IMPROVING, A VARIETY OF SKILLS INCLUDING; DATA ENTRY, BOOKKEEPING, BUDGETING, BILL PAYING, RECEPTIONIST, GRANT WRITING, PROOFREADING, FINANCIAL ANALYSIS, AMONG 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 $596,779
Program Service Revenue $8,297
Investment Income $4,612
Other Revenue $-2,059
TOTAL REVENUE $607,629

Expense Breakdown

Grants Paid $0
Salaries & Benefits $421,393
Fundraising Expenses $136
Program Expenses $559,156
Other Expenses $189,924
TOTAL EXPENSES $611,317

Year-over-Year Comparison

2023 2022 Change
Revenue $607,629 $1,029,783 -0.4%
Expenses $611,317 $466,304 +0.3%
Net Income $-3,688 $563,479 -1.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
6
Independent Members
6
Employees
7
Volunteers
12

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
3
$0
Total Directors
7
$67,872
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANNA WAYMAN EXECUTIVE DIRECTOR 40.00
Director
$67,872 $0 $67,872
DALE VERGER SECRETARY 1.00
Officer Director
$0 $0 $0
ALICIA WILSON PRESIDENT 2.00
Officer Director
$0 $0 $0
ASHLAND WARSTEANE VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
ELIZABETH HAZLEWOOD BOARD MEMEBER 1.00
Director
$0 $0 $0
LINDA EPPLER BOARD MEMEBER 1.00
Director
$0 $0 $0
MIGUEL PARTIDA-HAABY BOARD MEMEBER 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 $607,629 $611,317 $1,836,333 $-3,688
2022 $1,029,783 $466,304 $1,840,264 $563,479
2021 $724,050 $484,122 $1,275,980 $239,928
2020 $566,343 $565,029 $1,044,804 $1,314
2019 $803,511 $475,900 $1,054,396 $327,611
2018 $588,312 $491,736 $643,298 $96,576
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