COMPASS MONTESSORI EDUCATION FOUNDATION: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
COMPASS MONTESSORI EDUCATION FOUNDATION (EIN 31-1601552)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-02-09
IRS object ID
202330409349200613
Schema version
2021v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-02-09T06:10:53-08:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN900337336PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Bart Skidmore CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1726 Geneva StAddressLine1Txt
CityAuroraCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80010ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311601552EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Compass Montessori Education FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOMPBusinessNameControlTxt
Phone3034208288PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110399 W 44th AveAddressLine1Txt
CityWheat RidgeCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80033ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKrista EstepPersonNm
Person TitleCO-TreasurerPersonTitleTxt
Phone3034208288PhoneNum
Signature2022-11-14SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKristaPersonFirstNm
Person LastEstepPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBart A Skidmore CPA IncPreparerPersonNm
PTINP00260935PTIN
Phone3033651696PhoneNum
Preparation2023-02-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website Addresswww.compassgives.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$77,093GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$35,214ContributionsGiftsGrantsEtcAmt
Program Service Revenue$0ProgramServiceRevenueAmt
Membership Dues$0MembershipDuesAmt
Investment Income$305InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$41,574FundraisingGrossIncomeAmt
Special Events Direct Expenses$9,385SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$32,189SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$0GrossProfitLossSlsOfInvntryAmt
Total Revenue$67,708TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$9,067FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$1,366OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$2,477PrintingPublicationsPostageAmt
Other Expenses Total$39,619OtherExpensesTotalAmt
Total Expenses$52,529TotalExpensesAmt
Excess Or Deficit For Year$15,179ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$321,940NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$337,119NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$321,940BOYAmt
EOY$337,275EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$321,940BOYAmt
EOY$337,275EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
EOY$156EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$321,940BOYAmt
EOY$337,119EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeCOMPASS MONTESSORI EDUCATION FOUNDATION (CMEF) EXISTS SOLEY TO SUPPORT COMPASS MONTESSORI SCHOOL. COMPASS MONTESSORI SCHOOL IS A JEFFERSON COUNTY CO. PUBLIC CHARTER SCHOOL. AS A CHARTER SCHOOL, ITS RESOURCES ARE VERY LIMITED. EVERY YEAR, THERE ARE MANY NEEDS THAT CANNOT BE FUNDED THROUGH THE NORMAL OPERATING BUDGET. THE FOUNDATION WORKS TO MEET THOSE NEEDS. 100% OF THE DONTATIONS MADE TO THE FOUNDATION GO TOWARDS PRIORITIES IDENTIFIED BY SCHOOL LEADERSHIP.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
Supported Compass Montessori School at the Wheatridgeand Golden campuses. Campus Website$12,062$12,062
Supported Compass Montessori School at the Wheatridgeand Golden campuses. Scholarship awards and student activities.$14,515$14,515
Supported Compass Montessori School at the Wheatridgeand Golden campuses. Teacher and Staff support.$12,258$12,258
Family events for the School.$784$784
FieldValueIRS element (for citing)
Total Program Service Expenses$39,619TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Ben Hemphill
President2.00$0$0$0
Chelsea Coyle
Vice President2.00$0$0$0
Krista Estep
CO - Treasurer2.00$0$0$0
Emily Madison
CO - Treasurer2.00$0$0$0
Natalie Wood
Secretary2.00$0$0$0
Ginger Matney
Director2.00$0$0$0
Mima Del Valle
Director2.00$0$0$0
Julie Mannina
Director2.00$0$0$0
Emmy Fritz-Krockow
Director2.00$0$0$0
Cary Stiever
Director2.00$0$0$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKrista EstepEmily MadisonPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line110399 W 44th AveAddressLine1Txt
CityWheatridgeCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80033ZIPCd
FieldValueIRS element (for citing)
Phone3034208288PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind
Other Support Sum$0OtherSupportSumAmt
Public Support CY1700PublicSupportCY170Pct

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$38,058CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$38,497CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,949CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$54,280CurrentTaxYearMinus1YearAmt
Current Tax Year$35,213CurrentTaxYearAmt
Total$214,997TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$59,884CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$52,620CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$75,338CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,133CurrentTaxYearMinus1YearAmt
Current Tax Year$41,575CurrentTaxYearAmt
Total$245,550TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$97,942CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$91,117CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$124,287CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$70,413CurrentTaxYearMinus1YearAmt
Current Tax Year$76,788CurrentTaxYearAmt
Total$460,547TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$460,547PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$228CurrentTaxYearMinus1YearAmt
Current Tax Year$305CurrentTaxYearAmt
Total$533TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$228CurrentTaxYearMinus1YearAmt
Current Tax Year$305CurrentTaxYearAmt
Total$533TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Total$461,080TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99880PublicSupportCY509Pct
Public Support PY5090.99950PublicSupportPY509Pct
Investment Income CY0.00120InvestmentIncomeCYPct
Investment Income PY0.00050InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Dance-a-ThonEvent1Nm
Gross Receipts Event1$41,574GrossReceiptsEvent1Amt
Gross Revenue Event1$41,574GrossRevenueEvent1Amt
Other Direct Expenses Event1$9,385OtherDirectExpensesEvent1Amt
Gross Receipts Total$41,574GrossReceiptsTotalAmt
Gross Revenue Total Events$41,574GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$9,385OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$9,385DirectExpenseSummaryEventsAmt
Net Income Summary$32,189NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt III, Line 31Family events for the School.
Form 990EZ, Part I, Line 16Grants to School 39619.

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