COMPASS MONTESSORI EDUCATION FOUNDATION: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- COMPASS MONTESSORI EDUCATION FOUNDATION (EIN 31-1601552)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-10-30
- IRS object ID
- 202333039349202008
- Schema version
- 2022v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-30T14:47:53-07:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 900337336 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bart Skidmore CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 726 Geneva St | AddressLine1Txt |
| City | Aurora | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311601552 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Compass Montessori Education Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMP | BusinessNameControlTxt |
| Phone | 3034208288 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10399 W 44th Ave | AddressLine1Txt |
| City | Wheat Ridge | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Krista Estep | PersonNm |
| Person Title | CO-Treasurer | PersonTitleTxt |
| Phone | 3034208288 | PhoneNum |
| Signature | 2023-10-20 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Krista | PersonFirstNm |
| Person Last | Estep | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Bart A Skidmore CPA Inc | PreparerPersonNm |
| PTIN | P00260935 | PTIN |
| Phone | 3033651696 | PhoneNum |
| Preparation | 2023-10-30 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | www.compassgives.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $167,964 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $72,953 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $308 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $94,703 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $29,539 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $65,164 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $138,425 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $1,665 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $1,995 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $135 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $121,699 | OtherExpensesTotalAmt |
| Total Expenses | $125,494 | TotalExpensesAmt |
| Excess Or Deficit For Year | $12,931 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $337,119 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $350,050 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,275 | BOYAmt |
| EOY | $349,050 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,000 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,275 | BOYAmt |
| EOY | $350,050 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,119 | BOYAmt |
| EOY | $350,050 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | COMPASS 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. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| Supported Compass Montessori School at the Wheatridgeand Golden campuses. Campus Website | $7,593 | $7,593 |
| Supported Compass Montessori School at the Wheatridgeand Golden campuses. Scholarship awards and student activities. | $18,579 | $18,579 |
| Supported Compass Montessori School at the Wheatridgeand Golden campuses. Teacher and Staff support. | $88,886 | $88,886 |
| Family events for the School. | $6,641 | $6,641 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $121,699 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Ben Hemphill | ||||
| President | 2.00 | $0 | $0 | $0 |
| Chelsea Coyle | ||||
| Vice President | 2.00 | $0 | $0 | $0 |
| Krista Estep | ||||
| CO - Treasurer | 2.00 | $0 | $0 | $0 |
| Emily Madison | ||||
| CO - Treasurer | 2.00 | $0 | $0 | $0 |
| Natalie Wood | ||||
| Secretary | 2.00 | $0 | $0 | $0 |
| Ginger Matney | ||||
| Director | 2.00 | $0 | $0 | $0 |
| Mima Del Valle | ||||
| Director | 2.00 | $0 | $0 | $0 |
| Julie Mannina | ||||
| Director | 2.00 | $0 | $0 | $0 |
| Emmy Fritz-Krockow | ||||
| Director | 2.00 | $0 | $0 | $0 |
| Cary Stiever | ||||
| Director-Liaison | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Krista EstepEmily Madison | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10399 W 44th Ave | AddressLine1Txt |
| City | Wheatridge | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3034208288 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,497 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,949 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,280 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,213 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,411 | CurrentTaxYearAmt |
| Total | $236,350 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,620 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,338 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,133 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,575 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $108,245 | CurrentTaxYearAmt |
| Total | $293,911 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $91,117 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $124,287 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,413 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $76,788 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $167,656 | CurrentTaxYearAmt |
| Total | $530,261 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $530,261 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $228 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $305 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $308 | CurrentTaxYearAmt |
| Total | $841 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $228 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $305 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $308 | CurrentTaxYearAmt |
| Total | $841 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $531,102 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99840 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99880 | PublicSupportPY509Pct |
| Investment Income CY | 0.00160 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00120 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Dance-a-Thon | Event1Nm |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt III, Line 31 | Family events for the School. |
| Other | PartI,line16;Support for Students,Staff,Families,Website |
| Form 990EZ, Part I, Line 16 | Grants to School 121699. |
| Form 990EZ, Part II, Line 24 | Deposit for event BR 1000. |