2024-10-14T20:48:22-05:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2023-01-01 931196632 COMPASSPOINT NONPROFIT SERVICES COMP 5103183755 548 MARKET STREET PMB 25158 SAN FRANCISCO CA 941045401 SHANNON ELLIS CO-EXECUTIVE DIRECTOR 5103183755 2024-10-08 1 0 BRIAN YACKER P00401346 9492222999 2024-10-08 2023 2024-10-15 13:58:12Z SHANNON ELLIS 548 MARKET STREET PMB 25158 SAN FRANCISCO CA 941045401 1687410 0 X WWW.COMPASSPOINT.ORG X 1995 CA TO HELP SOCIAL JUSTICE LEADERS, ORGANIZATIONS, AND MOVEMENTS REALIZE THEIR FULL POWER. 9 6 28 6 0 0 3721965 785952 634636 715260 55585 182216 1986 3982 4414172 1687410 18625 186425 0 0 2372914 2780467 0 0 23547 430672 572903 2822211 3539795 1591961 -1852385 6215870 4335928 436235 408678 5779635 3927250 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. 0 0 1249556 3919 36563 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. 1063515 3561 672803 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. 562868 178945 5894 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. 2875939 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 35 0 1 28 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X SHANNON ELLIS 5103183754 548 MARKET STREET PMB 25158 SAN FRANCISCO CA 941045401 SHANNON ELLIS CO-EXECUTIVE DIRECTOR 36.00 X X 174207 0 29706 ELIZABETH DERIAS CO-EXECUTIVE DIRECTOR 36.00 X X 176348 0 6390 ASHA MEHTA CO-EXECUTIVE DIRECTOR (STARTED 7/23) 36.00 X X 152097 0 10470 SPRING OPARA PROJECT DIRECTOR 36.00 X 139439 0 14488 RICHARD STEVE LEW PROJECT DIRECTOR 36.00 X 138817 0 14965 JASMINE HALL PROJECT DIRECTOR 36.00 X 138776 0 13973 KYLA HARTSFIELD PROJECT DIRECTOR 36.00 X 122951 0 9094 MONICA MARIE AVERY PROJECT DIRECTOR, FINANCE 36.00 X 122762 0 8436 ADRIENNE KIMBALL CO-CHAIR 1.00 X X 0 0 0 ADA PALOTAI CO-CHAIR 1.00 X X 0 0 0 LORENZO HERRERA Y LOZANO VICE CO-CHAIR 1.00 X X 0 0 0 PATRICK BROWN TREASURER 1.00 X X 0 0 0 LEILA SAADAT SECRETARY 1.00 X X 0 0 0 ANBAR MAHAR DIRECTOR 1.00 X 0 0 0 1165397 0 107522 9 0 1 0 0 785952 785952 PUBLIC WORKSHOPS 900099 672803 672803 LEADERSHIP PROGRAMS 900099 36563 36563 PUBLISHING - COMMUNITY 900099 5894 5894 715260 181216 181216 1000 0 1000 1000 1000 WRITE OFF UNUSED FSA 900099 2282 2282 REBATES 900099 1700 1700 3982 1687410 715260 0 186198 186425 186425 549218 346200 197526 5492 1812148 1542208 256908 13032 11810 10051 1674 85 224687 191217 31854 1616 182604 155403 25888 1313 2500 2500 42808 42808 158330 114171 43668 491 66881 61108 5511 262 37798 31245 6311 242 99556 89710 9482 364 118832 112966 5658 208 13986 11551 2345 90 19086 12422 6565 99 EMPLOYEE EVENTS/EXP. 9392 8060 1152 180 MISCELLANEOUS EXPENSES 3734 3202 459 73 3539795 2875939 640309 23547 4799537 291352 271914 3504838 1035600 325000 26188 11738 61049 43110 404549 357222 19746 47327 1836 112563 6215870 4335928 268703 165813 167532 128659 0 114206 436235 408678 X 3886372 3589547 1893263 337703 5779635 3927250 6215870 4335928 -1852385 0 X X 0 1 X 1 0 X 3215008 905220 1036994 3721965 785952 9665139 423082 277610 749903 634636 715260 2800491 3638090 1182830 1786897 4356601 1501212 12465630 0 0 0 12465630 33430 11167 4338 55585 181216 285736 33430 11167 4338 55585 181216 285736 10824 6801 981 1985 3982 24573 3682344 1200798 1792216 4414171 1686410 12775939 0.97570 0.39420 0.02240 0.00770 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 10,824. 2020 AMOUNT: $ 6,801. 2021 AMOUNT: $ 981. 2022 AMOUNT: $ 26. FSA FUND - 2022 AMOUNT: $ 1,879. BLUE ANTHEM REBATE - 2022 AMOUNT: $ 80. WRITE OFF UNUSED FSA - 2023 AMOUNT: $ 2,282. REBATES - 2023 AMOUNT: $ 1,700. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28377 2873 25504 376172 354349 21823 47327 OPERATING LEASE LIABILITIES 114206 114206 X 1706116 18706 18706 1687410 0 1687410 3558501 18706 18706 3539795 0 3539795 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE, SECTION 23701D. ACCORDINGLY, IT HAS NOT PROVIDED FOR INCOME TAXES IN THESE FINANCIAL STATEMENTS. EACH YEAR, MANAGEMENT CONSIDERS WHETHER ANY MATERIAL TAX POSITION THE ORGANIZATION HAS TAKEN IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. MANAGEMENT BELIEVES THAT ANY POSITIONS THE ORGANIZATION HAS TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY AND, HENCE, DO NOT NEED TO BE MEASURED OR DISCLOSED IN THESE FINANCIAL STATEMENTS. 1 SOGOREA TE' LAND TRUST 2502 HARRISON ST OAKLAND CA 94612 824415931 501(C)(3) 8575 0 GENERAL SUPPORT JUSTICE FUNDERS INC 1423 BROADWAY 1139 OAKLAND CA 94612 853980966 501(C)(3) 84000 0 GENERAL SUPPORT FOR RESOURCE MOBILIZERS PARTICIPATION ALLIED MEDIA PROJECTS 4731 GRAND RIVER AVENUE SUITE 400 DETROIT MI 48208 010559608 501(C)(3) 84000 0 GENERAL SUPPORT FOR RESOURCE MOBILIZERS PARTICIPATION 3 0 PART I, LINE 2: FOR ANY GRANTS MADE BY COMPASSPOINT NONPROFIT SERVICES, WE CONDUCT THE PROPER PRE-GRANT DUE DILIGENCE TO ENSURE THAT THE GRANT RECIPIENT IS TRULY CHARITABLE. X X 0 0 0 0 0 0 0 0 0 SHANNON ELLIS CO-EXECUTIVE DIRECTOR 174207 0 0 0 0 0 0 0 29706 0 203913 0 0 0 ELIZABETH DERIAS CO-EXECUTIVE DIRECTOR 176348 0 0 0 0 0 0 0 6390 0 182738 0 0 0 ASHA MEHTA CO-EXECUTIVE DIRECTOR (STARTED 7/23) 152097 0 0 0 0 0 0 0 10470 0 162567 0 0 0 SPRING OPARA PROJECT DIRECTOR 139439 0 0 0 0 0 0 0 14488 0 153927 0 0 0 RICHARD STEVE LEW PROJECT DIRECTOR 138817 0 0 0 0 0 0 0 14965 0 153782 0 0 0 JASMINE HALL PROJECT DIRECTOR 138776 0 0 0 0 0 0 0 13973 0 152749 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B EACH YEAR THE BOARD DESIGNATES AN INDIVIDUAL WITH TAX PREPARATION EXPERIENCE TO REVIEW THE FORM 990 BEFORE ITS SUBMISSION AND DISCUSS ANY CONCERNS OR QUESTIONS WITH THE BOARD CO-CHAIRS AND THE MANAGEMENT TEAM OF COMPASSPOINT PRIOR TO THE SUBMISSION OF THE FORM 990. COPIES OF THE COMPLETED FORM 990 WILL BE PROVIDED TO THE FULL BOARD PRIOR TO FILLING THE RETURNS. FORM 990, PART VI, SECTION B, LINE 12C ALL STAFF AND BOARD MEMBERS ARE ASKED TO RENEW THEIR CONFLICT OF INTEREST STATEMENT ANNUALLY, DISCLOSING ALL APPLICABLE AFFILIATIONS. THESE STATEMENTS ARE REVIEWED ANNUALLY BY THE MANAGEMENT TEAM. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S OVERALL SALARY SCALE WAS COMPARED TO SIMILAR POSITIONS IN THE NORTHERN CALIFORNIA COMPENSATION SURVEY. THIS INFORMATION WAS COLLECTED AND SHARED WITH THE STAFF AND THE BOARD FINANCE COMMITTEE, ALONG WITH PROPOSED ADJUSTMENTS. ADJUSTMENTS TO THE PAY RANGES REPRESENTED ON THE COMPENSATION FRAMEWORK (INCLUDING EXECUTIVE SALARY) WAS REVIEWED AND APPROVED BY THE BOARD FINANCE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE INFORMATION IS AVAILABLE VIA THE ENTITY'S WEBSITE (WWW.COMPASSPOINT.ORG) OR BY REQUEST. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE SELECTS AND OVERSEES AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT WHO CONDUCTS THE AUDIT. THERE WAS NO CHANGE TO THE SELECTION PROCESS THIS YEAR.