CONTEMPORARY AMERICAN THEATRE FESTIVAL INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CONTEMPORARY AMERICAN THEATRE FESTIVAL INC (EIN 55-0711349)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202541329349300804
- Schema version
- 2024v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T00:45:09-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541149263 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNT HYDE & BARBOUR PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2560 | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 226041760 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550711349 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONTEMPORARY AMERICAN THEATER FESTIVAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONT | BusinessNameControlTxt |
| Phone | 6812404043 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 429 | AddressLine1Txt |
| City | SHEPHERDSTOWN | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25443 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN HARKINS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6812404043 | PhoneNum |
| Signature | 2025-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | OLIVIA A HUTTON CPA | PreparerPersonNm |
| PTIN | P00964688 | PTIN |
| Phone | 5406623417 | PhoneNum |
| Preparation | 2025-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANN HARKINS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 429 | AddressLine1Txt |
| City | SHEPHERDSTOWN | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25443 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,899,583 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CATF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | WV | LegalDomicileStateCd |
| Activity Or Mission | THEATER AND OTHER CONTEMPORARY ARTS | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 116 | TotalEmployeeCnt |
| Total Volunteers | 65 | TotalVolunteersCnt |
| Total Gross UBI | $9,250 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,295,730 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,371,465 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $543,116 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $515,469 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,829 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,553 | CYInvestmentIncomeAmt |
| PY Other Revenue | $16,798 | PYOtherRevenueAmt |
| CY Other Revenue | $4,096 | CYOtherRevenueAmt |
| PY Total Revenue | $3,859,473 | PYTotalRevenueAmt |
| CY Total Revenue | $2,899,583 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,358,519 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,289,082 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $76,749 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $196,250 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $315,808 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $793,002 | PYOtherExpensesAmt |
| CY Other Expenses | $840,164 | CYOtherExpensesAmt |
| PY Total Expenses | $2,228,270 | PYTotalExpensesAmt |
| CY Total Expenses | $2,325,496 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,631,203 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $574,087 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,062,742 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,834,589 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $153,212 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $211,280 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,909,530 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,623,309 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THEATER AND OTHER CONTEMPORARY ARTS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,742,280 | ExpenseAmt |
| Revenue | $506,219 | RevenueAmt |
| Desc | CATF'S 2024 SUMMER FESTIVAL SEASON INCLUDED FOUR NEW PLAYS (ONE IN TWO PARTS) EXPLORING THE EFFECTS OF HIV/AIDS ON A BLACK FAMILY IN THE 1980S AND BEYOND; THE JOURNEY OF A HOLOCAUST SURVIVOR; THE EXPERIENCE OF A NONBINARY, AUTISTIC FILMMAKER WITH SYNESTHESIA; AND THE BURDEN AND CONSEQUENCES OF BURIED SECRETS.. THE SEASON WAS WELL-RECEIVED BY CRITICS AND AUDIENCES ALIKE AND WAS MADE POSSIBLE BY THE COLLABORATIVE EFFORTS OF OVER 130 ARTISTS. CATF ALSO OFFERED A LARGE SELECTION OF TALKTHEATER EVENTS EXPLORING THE THEMES OF THE PLAYS AND PROVIDING OPPORTUNITIES FOR INTERACTION BETWEEN ARTISTS AND AUDIENCES. HIGHLIGHTS INCLUDED A LECTURE BY AIDS ACTIVISTS, BRUNCH WITH THE CATF ARTISTIC DIRECTOR AT A LOCAL BISTRO, AND AN EXPERT PANEL DISCUSSION ABOUT SYNESTHESIA. CATF ALSO PARTNERED WITH LOCAL ARTS ORGANIZATIONS SPEAK STORY AND APPALACHIAN CHAMBER MUSIC FESTIVAL (ACMF) FOR ITS TALKTUESDAY EVENTS. THE COLLABORATION WITH ACMF BROUGHT MUSICI IRELAND TO SHEPHERDSTOWN TO PRESENT A MOTHER'S VOICE.OUTSIDE OF THE SUMMER FESTIVAL, CATF CONTINUED ITS EDUCATIONAL PROGRAMMING IN JEFFERSON COUNTY SCHOOLS, BRINGING PROFESSIONAL ARTISTS INTO EVERY FOURTH GRADE CLASSROOM TO READ CULTURALLY APPROPRIATE BOOKS. CATF ALSO PRODUCED A REMOUNT OF ITS 2023 PRODUCTION OF REDEEMED BY CHISA HUTCHINSON AT 59E59 THEATRES IN NEW YORK CITY AS PART OF THE AMPLIFY FESTIVAL. REDEEMED PLAYED FOR 14 PERFORMANCES FROM SEPTEMBER 15-OCTOBER 5, 2024 AND WAS HAILED BY CRITICS.CATF CONTINUED TO EXPAND ITS USE OF THE HISTORIC CHURCH BUILDING AND CHURCHYARD THAT WAS DONATED IN 2023. THE ORGANIZATION HOSTED NEW PLAY WORKSHOPS, BOARD MEETINGS, AND COMMUNITY GATHERINGS AS WELL AS MAKING THE SPACE AVAILABLE FOR THE HISTORIC CHURCH TOUR AND OTHER LOCAL ORGANIZATIONS.SINCE THE FESTIVAL'S FOUNDING IN 1991, CATF HAS GROWN IN NATIONAL REPUTATION AND IS HIGHLY REGARDED AS ONE OF AMERICA'S IMPORTANT NEW PLAY DEVELOPMENT CENTERS. EACH YEAR PATRONS COME FROM OVER 38 STATES AND MULTIPLE COUNTRIES TO PARTICIPATE IN THE BIRTH OF DARING NEW WORK. NUMEROUS REVIEWS, ARTICLES, AND FEATURE STORIES HAVE APPEARED IN MEDIA VENUES ACROSS THE COUNTRY, INCLUDING THE WASHINGTON POST, THE BALTIMORE SUN, NATIONAL PUBLIC RADIO, THE WALL STREET JOURNAL, THE NEW YORK TIMES, AMERICAN THEATRE MAGAZINE, AND THE NEW YORKER. | Desc |
| Total Program Service Expenses | $1,742,280 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 63 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 116 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6812404043 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SHEPHERD UNIVERSITY | AddressLine1Txt |
| City | SHEPHERDSTOWN | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25443 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| STEPHANIE MATHIAS | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CB BABCOCK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANN M HARKINS | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALAN N YOUNT | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PRAGATI BHATT PATRICK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDY ARNOLD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY BRADSHAW | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES EROS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY FELDMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHANNON THOMAS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR MARY HENDRIX | ||||||
| PRESIDENT SHEPHERD UNIVERS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DIANA HORVAT | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAUL KESSLER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH MCDONALD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN MILLS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID RAMPY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA RISSLER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AUDREY ROWE | ||||||
| ANTI-RACISM & OPRESSION | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| FALYNN SCHMIDT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICK SHAFFER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID EMERSON TONEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LISA YOUNIS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LINNSEY AMORES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERTA DEBIASI MD MS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEANNE MUIR | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BETH BATDORF | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JUSTIN DUNLEAVY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MELISSA HALL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOBI MORIARTY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CARLOS VELAZQUEZ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANKLIN MOORE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PEGGY MCKOWEN | ||||||
| ARTISTIC DIRECTOR | 40.00 | Yes (X) | $87,116 | $0 | $15,707 | |
| JEFF GRIFFIN | ||||||
| MANAGING DIRECTOR | 40.00 | Yes (X) | $9,135 | $0 | $0 | |
| AMY WRATCHFORD | ||||||
| INTERIM MANAGING DIRECTOR | 40.00 | Yes (X) | $11,846 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $108,097 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $15,707 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMPASS GROUP INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 N CHARLES ST STE 300M | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONTRACTED TO ADVISE ON CAMPAIGN | ServicesDesc |
| Compensation | $196,250 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $110,503 | GovernmentGrantsAmt |
| All Other Contributions | $2,260,962 | AllOtherContributionsAmt |
| Total Contributions | $2,371,465 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| BOX OFFICE | 711110 | $500,315 | $500,315 | |
| AD SALES | 711110 | $9,250 | $9,250 | |
| CONCESSIONS & MERCHAND | 711110 | $5,904 | $5,904 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $515,469 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,553 | TotalRevenueColumnAmt |
| Exclusion | $8,553 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,096 | TotalRevenueColumnAmt |
| Exclusion | $4,096 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,096 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,899,583 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $506,219 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $9,250 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,649 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,116 | TotalAmt |
| Program Services | $47,914 | ProgramServicesAmt |
| Management And General | $22,650 | ManagementAndGeneralAmt |
| Fundraising | $16,552 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $998,040 | TotalAmt |
| Program Services | $844,821 | ProgramServicesAmt |
| Management And General | $75,344 | ManagementAndGeneralAmt |
| Fundraising | $77,875 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,482 | TotalAmt |
| Program Services | $21,392 | ProgramServicesAmt |
| Management And General | $3,098 | ManagementAndGeneralAmt |
| Fundraising | $2,992 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,318 | TotalAmt |
| Program Services | $74,974 | ProgramServicesAmt |
| Management And General | $10,859 | ManagementAndGeneralAmt |
| Fundraising | $10,485 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,126 | TotalAmt |
| Program Services | $62,371 | ProgramServicesAmt |
| Management And General | $9,033 | ManagementAndGeneralAmt |
| Fundraising | $8,722 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,552 | TotalAmt |
| Management And General | $20,552 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,250 | TotalAmt |
| Fundraising | $196,250 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,073 | TotalAmt |
| Program Services | $5,590 | ProgramServicesAmt |
| Management And General | $28,483 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,082 | TotalAmt |
| Program Services | $61,082 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,822 | TotalAmt |
| Program Services | $4,717 | ProgramServicesAmt |
| Management And General | $58,183 | ManagementAndGeneralAmt |
| Fundraising | $922 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,941 | TotalAmt |
| Program Services | $25,941 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,713 | TotalAmt |
| Program Services | $150,713 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,079 | TotalAmt |
| Program Services | $64,940 | ProgramServicesAmt |
| Management And General | $5,129 | ManagementAndGeneralAmt |
| Fundraising | $2,010 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,811 | TotalAmt |
| Program Services | $9,811 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,454 | TotalAmt |
| Program Services | $14,000 | ProgramServicesAmt |
| Management And General | $8,454 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,623 | TotalAmt |
| Management And General | $25,623 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| EVENTS AND PROGRAMS | $132,407 | $132,407 |
| PRODUCTION COSTS | $127,543 | $127,543 |
| GRAPHIC DESIGN | $29,000 | $29,000 |
| BOX OFFICE EXPENSES | $24,579 | $24,579 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,485 | TotalAmt |
| Program Services | $40,485 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,325,496 | TotalAmt |
| Program Services | $1,742,280 | ProgramServicesAmt |
| Management And General | $267,408 | ManagementAndGeneralAmt |
| Fundraising | $315,808 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $481,809 | BOYAmt |
| EOY | $801,152 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,337,258 | BOYAmt |
| EOY | $1,061,357 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,561 | BOYAmt |
| EOY | $67,706 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,118 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $612,012 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $59,922 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $565,217 | BOYAmt |
| EOY | $552,090 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $609,897 | BOYAmt |
| EOY | $1,347,166 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,062,742 | BOYAmt |
| EOY | $3,834,589 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,480 | BOYAmt |
| EOY | $95,777 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,732 | BOYAmt |
| EOY | $40,503 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $75,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,212 | BOYAmt |
| EOY | $211,280 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $613,481 | BOYAmt |
| EOY | $976,521 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,296,049 | BOYAmt |
| EOY | $2,646,788 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,909,530 | BOYAmt |
| EOY | $3,623,309 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,062,742 | BOYAmt |
| EOY | $3,834,589 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $574,087 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $139,692 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,071,443 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,578,166 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $100,810 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,295,730 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,371,465 | CurrentTaxYearAmt |
| Total | $8,417,614 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,235 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $460,323 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $930 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $543,116 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $515,469 | CurrentTaxYearAmt |
| Total | $1,529,073 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,211 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $264,924 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $136,365 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $143,966 | CurrentTaxYearAmt |
| Total | $584,466 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,119,889 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,303,413 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $101,740 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,975,211 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,030,900 | CurrentTaxYearAmt |
| Total | $10,531,153 | 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 | $10,531,153 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,829 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,553 | CurrentTaxYearAmt |
| Total | $12,593 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,829 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,553 | CurrentTaxYearAmt |
| Total | $12,593 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,624 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,242 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,958 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,798 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,096 | CurrentTaxYearAmt |
| Total | $40,718 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,122,583 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,311,731 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $110,763 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,995,838 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,043,549 | CurrentTaxYearAmt |
| Total | $10,584,464 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99500 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99240 | PublicSupportPY509Pct |
| Investment Income CY | 0.00120 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00310 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $758,600 | BeginningYearBalanceAmt |
| Contributions | $610,728 | ContributionsAmt |
| Investment Earnings Or Losses | $139,692 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,150 | OtherExpendituresAmt |
| End Year Balance | $1,495,870 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $739,679 | BeginningYearBalanceAmt |
| Contributions | $4,186 | ContributionsAmt |
| Investment Earnings Or Losses | $14,735 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $758,600 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $739,679 | BeginningYearBalanceAmt |
| End Year Balance | $739,679 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $857,558 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$105,679 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,200 | OtherExpendituresAmt |
| End Year Balance | $739,679 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $754,051 | BeginningYearBalanceAmt |
| Contributions | $333 | ContributionsAmt |
| Investment Earnings Or Losses | $114,974 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,800 | OtherExpendituresAmt |
| End Year Balance | $857,558 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.91000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $198,499 | OtherCostOrOtherBasisAmt |
| Book Value | $198,499 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $301,501 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,306 | DepreciationAmt |
| Book Value | $290,195 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,490 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,050 | DepreciationAmt |
| Book Value | $440 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $106,340 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,602 | DepreciationAmt |
| Book Value | $62,738 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,182 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,964 | DepreciationAmt |
| Book Value | $218 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $552,090 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN SHEPHERD UNIVERSITY ENDOWMENTS | Desc |
| Book Value | $1,347,166 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,347,166 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $3,183,241 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $143,966 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $139,692 | OtherRevenueAmt |
| Revenue Not Reported | $283,658 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,899,583 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,899,583 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,469,462 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $143,966 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $143,966 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,325,496 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,325,496 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XI, LINE 2D - OTHER ADJUSTMENTS: | FormAndLineReferenceDesc |
| Explanation | CHANGE IN BENEFICIAL INTEREST IN SHEPHERD UNIVERSITY ENDOWMENTS 139,692. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMPASS GROUP INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2961 - A HUNTER MILL ROAD SUITE 80 | AddressLine1Txt |
| City | OAKTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $777,241 | GrossReceiptsAmt |
| Retained By Contractor | $196,250 | RetainedByContractorAmt |
| Net To Organization | $580,991 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $777,241 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $196,250 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $580,991 | TotalNetToOrganizationAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DR. MARY HENDRIX AND PEGGY MCKOWEN ARE EMPLOYEES OF SHEPHERD UNIVERSITY. PEGGY MCKOWEN RECEIVES ANNUAL COMPENSATION FROM SHEPHERD UNIVERSITY IN ADDITION TO HER WAGES FROM CATF. |
| FORM 990, PART VI, SECTION A, LINE 4 | PER THE BOARD OF DIRECTOR MEETING MINUTES FROM NOVEMEBER OF 2024, THE ORGANIZATION APPROVED CHANGES TO ITS BYLAWS REGARDING BOARD MEMBERSHIP TERMS. THE BYLAW WAS CHANGED TO REDUCE BOARD MEMBERSHIP TO TWO CONSECUTIVE THREE-YEAR TERMS. AFTER A PERIOD OF SIX YEARS OF MEMBERSHIP, A TRUSTEE MUST WAIT ONE YEAR BEFORE THEY CAN BE UP FOR RE-NOMINATION. EFFECTIVE FOR ALL BOARD MEMBERS STARTING IN 2025. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF TRUSTEES ARE PROVIDED A COPY OF THE 990 PRIOR TO FILING AND THEY INDIVIDUALLY REVIEW THE RETURN. QUESTIONS ARE INDIVIDUALLY BROUGHT TO THE AUDIT COMMITTEE AND DISCUSSED WITH STAFF AND CPAS IF NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEES ARE REQUIRED TO ANNUALLY FILL OUT AND UPDATE A CONFLICT OF INTEREST AND AFFILIATIONS FORM, WHICH IS RECORDED BY THE ORGANIZATION AND KEPT IN PERMANENT FILES. IF A CONFLICT, OR POTENTIAL CONFLICT, ARISES AT A BOARD MEETING TRUSTEES RECUSE THEMSELVES FROM DISCUSSION AND DO NOT VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION FOR THE EXECUTIVE LEADERSHIP TEAM IS DETERMINED THROUGH AN END-OF-YEAR REVIEW BY BOARD LEADERSHIP AND IS INCLUDED IN THE ANNUAL BUDGET SUBMITTED BY THE FINANCE COMMITTEE AND APPROVED BY THE FULL BOARD. COMPENSATION FOR KEY STAFF IS BASED UPON PERFORMANCE, BUDGET PROJECTIONS AND CONSTRAINTS, AND ANALYSIS OF COMPARABLE POSITIONS WITHIN THE INDUSTRY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE 990 IS AVAILABLE FOR REVIEW AT THE CATF OFFICE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN SHEPHERD UNIVERSITY ENDOWMENTS 139,692. |
| FORM 990, PART XII, LINE 2C | NO CHANGE FROM PRIOR YEAR. |
| FORM 990, PART VI, LINE 4 | PER THE BOARD OF DIRECTOR MEETING MINUTES FROM NOVEMBER OF 2024, THE ORGANIZATION APPROVED CHANGES TO ITS BYLAWS REGARDING BOARD MEMBERSHIP TERMS. THE BYLAW WAS CHANGED TO REDUCE BOARD MEMBERSHIP TO TWO CONSECUTIVE THREE-YEAR TERMS. AFTER A PERIOD OF SIX YEARS OF MEMBERSHIP, A TRUSTEE MUST WAIT ONE YEAR BEFORE THEY CAN BE UP FOR RE-NOMINATION. EFFECTIVE FOR ALL BOARD MEMBERS STARTING IN 2025. |
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