2023-05-08T07:24:01-05:00 2022-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2021-07-01 263724642 FRIENDS OF COMPASS INC FRIE 2022669752 2000 PENNSYLVANIA AVE NW 7000 WASHINGTON DC 200061921 BETHANY R HENDERSON CEO 2022669752 2023-05-08 1 BETHANY HENDERSON 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X COMPASS PRO BONO BETHANY R HENDERSON 2000 PENNSYLVANIA AVE NW 7000 WASHINGTON DC 200061921 2166731 0 X WWW.COMPASSPROBONO.ORG X 2008 DC SEE PART III, LINE 1. 15 15 23 841 0 0 1852345 1961849 8075 128381 963 2016 1868 707 1863251 2092953 0 0 0 0 1546671 1662567 61620 24443 306493 316886 423837 1925177 2110847 -61926 -17894 1944677 1799392 297083 171610 1647594 1627782 COMPASS PRO BONO FORGES LASTING TIES BETWEEN LOCAL NONPROFITS AND LOCAL BUSINESS PROFESSIONALS TO EMPOWER THRIVING, EQUITABLE, RESILIENT COMMUNITIES. SINCE 2001, COMPASS HAS PROVIDED AN ESTIMATED $120 MILLION IN PRO BONO CONSULTING SERVICES. 0 0 1158018 WITH LOCATIONS IN DC, PHILADELPHIA, CHICAGO, AND MINNEAPOLIS-ST. PAUL, COMPASS RECRUITS AND TRAINS VOLUNTEERS FROM LOCAL BUSINESS COMMUNITIES AND MATCHES THEM WITH LOCAL NONPROFITS TO DELIVER A FULL RANGE OF HIGHLY CUSTOMIZED, PRO BONO BUSINESS STRATEGY CONSULTING SERVICES. DURING 2021-2022, WE CONNECTED 841 VOLUNTEERS TO 149 CONSULTING PROJECTS TO HELP NONPROFITS ADDRESS KEY STRATEGIC CHALLENGES AND OPPORTUNITIES FROM FOUNDATION-BUILDING TO MARKETING STRATEGY TO GROWTH AND HIGH IMPACT. 212578 128381 THE SORKIN CENTER FOR NONPROFIT GOVERNANCE AT COMPASS PLACED 33 PEOPLE ONTO NONPROFIT BOARDS THROUGH OUR BOARD MATCHING PROGRAM. THE FIFTH ANNUAL SORKIN SUMMIT WAS HELD IN MAY 2022 WITH OVER 200 NONPROFIT LEADERS ATTENDING FROM ACROSS THE COUNTRY. THE SUMMIT OFFERED TRAINING DELIVERED BY BUSINESS LEADERS VOLUNTEERING THEIR EXPERTISE ON GOVERNANCE, NONPROFIT FINANCE, THE BOARD'S ROLE IN FUNDRAISING, AND ESTABLISHING AND SUPPORTING A DIVERSE AND INCLUSIVE BOARD. IN 2021-2022, 26 NONPROFIT CEOS/EXECUTIVE DIRECTORS JOINED OUR DEI COHORTS TO COMPLETE DEI ASSESSMENTS OF THEIR ORGANIZATIONS. THE SORKIN CENTER ALSO PROVIDED LOW BONO BESPOKE NONPROFIT AND BOARD EXCELLENCE TRAINING AND STRATEGIC PLANNING PROJECTS TO A FEW LOCAL NONPROFITS. 1370596 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 17 0 1 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1 1 1 1 0 0 CA IL MD MN NJ NY PA VA X BETHANY HENDERSON 2022669752 2000 PENNSYLVANIA AVE NW SUITE 7000 WASHINGTON DC 20006 CATHY BERNASEK CHAIR 8.00 X X 0 0 0 LUCRETIA RISOLEO VICE CHAIR 4.00 X X 0 0 0 HURLEY DODDY TREASURER 4.00 X X 0 0 0 JULIE CHAPMAN SECRETARY 4.00 X X 0 0 0 ERN BLACKWELDER DIRECTOR 4.00 X 0 0 0 RAJIB CHANDA DIRECTOR 4.00 X 0 0 0 HILARY JOEL DIRECTOR 4.00 X 0 0 0 BURGESS LEVIN DIRECTOR 4.00 X 0 0 0 DEAN MILLER DIRECTOR 4.00 X 0 0 0 GWENN ROSENER DIRECTOR 4.00 X 0 0 0 PAUL SINGER DIRECTOR 4.00 X 0 0 0 PETE B SLONE DIRECTOR 4.00 X 0 0 0 KELLY HATCHER TURNER DIRECTOR 4.00 X 0 0 0 POLLY VAIL DIRECTOR 4.00 X 0 0 0 MELISSA WILLIAMS DIRECTOR 4.00 X 0 0 0 SUZANNE B LAPORTE PRESIDENT (UNTIL 2/2022) 40.00 X 220455 0 39412 JOAN BARCLAY CFO (UNTIL 1/2022) 40.00 X 165194 0 17684 BETHANY R HENDERSON CEO (FROM 5/2022) 40.00 X 0 0 0 KEN KIDO INTERIM CEO (2/2022-5/2022) 40.00 X 0 0 0 PATRICIA CRAWFORD DIR. OF PHILANTHROPY (UNTIL 1/2022) 40.00 X 123910 0 13085 509559 0 70181 3 0 1 0 0 205 329334 1632310 30442 1961849 PROGRAM REVENUE 900099 128381 128381 128381 5714 5714 70080 73778 -3698 -3698 -3698 MISCELLANEOUS 900099 707 707 707 2092953 128381 0 2723 X 475883 306384 155705 13794 1027093 783655 22997 220441 4009 3130 97 782 34126 26457 162 7507 121456 88239 14104 19113 449 109 298 42 107746 107746 24443 24443 138115 65645 71431 1039 37903 7815 19557 10531 39259 20943 12590 5726 30180 18930 11250 4139 3742 393 4 27604 24959 2619 26 4504 4504 RETIREMENT PLAN FEES 10025 7283 1164 1578 PROF. DEVELOPMENT 9753 7795 1358 600 PAYROLL PROCESSING 5507 4001 639 867 MISCELLANEOUS 4781 834 3947 3872 675 3197 2110847 1370596 433758 306493 349227 469247 778904 966953 760015 337142 11659 7057 14793 44872 4200 1944677 1799392 48491 171610 207337 41255 0 297083 171610 X 1103932 1130224 543662 497558 1647594 1627782 1944677 1799392 -17894 -1918 0 X 0 1 X 1 0 X 1240865 1221464 2751790 1852345 1961849 9028313 1240865 1221464 2751790 1852345 1961849 9028313 1760349 7267964 887 4119 2815 893 5714 14428 1868 707 2575 9045316 136456 0.80350 0.79050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 2091035 -1918 -1918 2092953 0 2092953 2110847 0 2110847 0 2110847 PART X, LINE 2: FOR THE YEAR ENDED JUNE 30, 2022, COMPASS HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. X X X X X 1 NEVER STOP BUILDING LLC 38417 BOULDER CANYON DRIVE BOULDER CO 80302 NON-GOVERNMENT GRANTS PROPOSALS & REPORTS 0 0 13943 -13943 SPARK POINT FUNDRAISING LLC ONE THOMAS CIRCLE NW SUITE 700 WASHINGTON DC 20005 GROWTH STRATEGY PROJECT 0 0 10500 -10500 24443 -24443 CA DC IL MD NJ PA VA X X X X X 0 0 0 0 0 0 0 0 0 SUZANNE B LAPORTE PRESIDENT (UNTIL 2/2022) 220455 0 0 0 0 0 22259 0 17153 0 259867 0 0 0 JOAN BARCLAY CFO (UNTIL 1/2022) 165194 0 0 0 0 0 1690 0 15994 0 182878 0 0 0 X 2 30442 FMV 0 0 0 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN (B) REPRESENTS THE AMOUNT OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 8B COMPASS' BOARD COMMITTEES DO NOT ROUTINELY PUBLISH WRITTEN MINUTES FOR ALL THEIR MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANT, IT WAS THEN EMAILED IN ADVANCE TO EACH BOARD MEMBER FOR THEIR REVIEW AND COMMENT BEFORE SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C COMPASS' CONFLICT OF INTEREST POLICY WAS APPROVED AS PART OF ITS ORGANIZING RESOLUTIONS ON 12/03/2008, AND IS ALSO INCLUDED IN ITS EMPLOYEE HANDBOOK. EACH BOARD MEMBER AND EMPLOYEE SIGNS AN ANNUAL AGREEMENT REAFFIRMING THEIR COMMITMENT TO SUPPORT THIS POLICY. IN CASE OF A CONFLICT OF INTEREST, BOARD MEMBERS WILL RECUSE THEMSELVES FROM VOTING ON ANY MATTER OF CONFLICT, AND EMPLOYEES WILL NOTIFY MANAGEMENT OF SUCH CONFLICTS AND TAKE (OR REFRAIN FROM) ANY ACTIONS AS DIRECTED BY MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT'S COMPENSATION IS SET BY THE BOARD. THE BOARD COMPARES THE PRESIDENT'S PROPOSED COMPENSATION WITH OTHER COMPARABLE-SIZED NONPROFITS. THE PROCESS IS DOCUMENTED IN THE BOARD MEETING MINUTES. THE CURRENT COMPENSATION FOR THE PRESIDENT WAS APPROVED IN A SPECIAL BOARD MEETING ON APRIL 7, 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX: MANAGEMENT & GENERAL EXPENSES WERE ELEVATED THIS FISCAL YEAR DUE TO A ONE-TIME PLANNED INFRASTRUCTURE INVESTMENT COINCIDING WITH A CEO TRANSITION. COMPASS PHILADELPHIA LLC 2000 PENNSYLVANIA AVE NW SUITE 7000 WASHINGTON DC 20006 820992287 PRO BONO CONSULTING TO NONPROFITS PA 629289 0 FRIENDS OF COMPASS INC COMPASS CHICAGO LLC 2001 PENNSYLVANIA AVE NW SUITE 7000 WASHINGTON DC 20007 821200478 PRO BONO CONSULTING TO NONPROFITS IL 70216 0 FRIENDS OF COMPASS INC