2022-05-10T11:28:15-05:00 2021-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2020-07-01 263724642 FRIENDS OF COMPASS INC FRIE 2026292476 1720 N STREET NW WASHINGTON DC 20036 KEN KIDO INTERIM PRESIDENT & CEO 2026292476 2022-05-10 1 KEN KIDO 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z COMPASS KEN KIDO 1720 N STREET NW WASHINGTON DC 20036 1868606 0 X WWW.COMPASSDC.ORG X 2008 DC SEE PART III, LINE 1. 20 20 17 829 0 0 2751790 1852345 0 8075 2774 963 0 1868 2754564 1863251 0 0 0 0 1077941 1546671 0 61620 244873 452270 316886 1530211 1925177 1224353 -61926 1959811 1944677 251963 297083 1707848 1647594 COMPASS' MISSION IS TO INSPIRE BUSINESS PROFESSIONALS TO ENGAGE WITH THEIR LOCAL NONPROFITS TO TRANSFORM COMMUNITIES. SINCE 2001, COMPASS HAS PROVIDED AN ESTIMATED $106 MILLION IN PRO BONO CONSULTING SERVICES. 0 0 1260801 COMPASS OFFERS A FULL RANGE OF PRO BONO CONSULTING SERVICES FOR NONPROFITS AT ANY STAGE OF DEVELOPMENT. THROUGH FIVE SERVICE LINES, WE HELP NONPROFITS ADDRESS KEY STRATEGIC CHALLENGES AND OPPORTUNITIES IN AREAS LIKE BOARD DEVELOPMENT, MARKETING, STRATEGIC ALIGNMENT, AND FUNDING. IN 2020-2021, COMPASS' TURNED OUR HIGHLY PERSONAL, IN-PERSON PROGRAM INTO A HIGHLY PERSONAL, VIRTUAL PROGRAM. THROUGH OUR TEAM-BASED CLASSIC AND MICRO PROJECTS, WE SUPPORTED 93 NONPROFITS. THROUGH OUR COVID-RESPONSE ON DEMAND PROJECTS, WE CONNECTED 106 NONPROFITS EACH WITH AN INDIVIDUAL CONSULTANT. OVERALL, 829 BUSINESS PROFESSIONALS VOLUNTEERED 73,268 CONSULTING HOURS TO 185 NONPROFITS. 170526 8075 THE SORKIN CENTER FOR NONPROFIT GOVERNANCE AT COMPASS MODERATED NINE COMPASS CONNECT CONVERSATIONS AND PILOTED A COHORT FOR 23 NONPROFIT LEADERS SERVING CHILDREN AND YOUTH. WE ALSO MATCHED 36 PEOPLE ONTO 33 NONPROFIT BOARDS. THE FOURTH ANNUAL SORKIN SUMMIT WAS HELD IN MAY 2021. THE SUMMIT OFFERED TRAININGS ON GOVERNANCE, NONPROFIT FINANCE, THE BOARD'S ROLE IN FUNDRAISING, AND ESTABLISHING AND SUPPORTING A DIVERSE AND INCLUSIVE BOARD. 115 BOARD MEMBERS AND EXECUTIVE DIRECTORS ATTENDED THE TRAININGS. 1431327 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 15 0 1 17 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1 1 1 1 0 0 CA IL MD NJ NY PA VA X KEN KIDO 2026292476 1720 N STREET NW WASHINGTON DC 20036 JOHN COLLINS CHAIR 8.00 X X 0 0 0 KELLY TURNER VICE CHAIR 4.00 X X 0 0 0 HURLEY DODDY TREASURER 4.00 X X 0 0 0 LAURIE MACNAMARA SECRETARY 4.00 X X 0 0 0 LUCRETIA RISOLEO DIRECTOR 4.00 X 0 0 0 KRISTALEE OVERDAHL DIRECTOR 4.00 X 0 0 0 JULIE CHAPMAN DIRECTOR 4.00 X 0 0 0 SELVI CLARK DIRECTOR 4.00 X 0 0 0 JOHN CRAIN DIRECTOR 4.00 X 0 0 0 HOPE GLEICHER DIRECTOR 4.00 X 0 0 0 HILARY JOEL DIRECTOR 4.00 X 0 0 0 KEN KIDO DIRECTOR 4.00 X 0 0 0 AINSLEY MACLEAN DIRECTOR 4.00 X 0 0 0 JULIE MANER DIRECTOR 4.00 X 0 0 0 TOM MILCH DIRECTOR 4.00 X 0 0 0 EILEEN RUBY DIRECTOR 4.00 X 0 0 0 PAUL SINGER DIRECTOR 4.00 X 0 0 0 PETE SLONE DIRECTOR 4.00 X 0 0 0 STOVE TROWERN DIRECTOR 4.00 X 0 0 0 POLLY VAIL DIRECTOR 4.00 X 0 0 0 SUZANNE B LAPORTE PRESIDENT 40.00 X 212294 0 39336 JOAN BARCLAY CFO 40.00 X 171126 0 17853 RUMBIDZAI MUFUKA DIRECTOR OF KNOWLEDGE & IMPACT 40.00 X 114658 0 7693 BETH DAHLE EXECUTIVE DIRECTOR - PHILADELPHIA 40.00 X 105594 0 11223 603672 0 76105 4 0 1 0 0 297 485623 1366425 10647 1852345 PROGRAM REVENUE 900099 8075 8075 8075 893 893 5425 5355 70 70 70 MISCELLANEOUS 900099 1868 1868 1868 1863251 8075 0 2831 460965 269751 150559 40655 930834 827075 939 102820 8880 8698 98 84 38233 33407 4826 107759 85294 11353 11112 400 156 119 125 43280 43280 61620 61620 78 78 109099 83192 20494 5413 40320 16088 10402 13830 31525 26503 1576 3446 57500 57500 4689 4689 6267 3966 2301 PAYROLL PROCESSING 9131 7227 962 942 MISCELLANEOUS 7188 3110 4078 MERCHANT FEES 4826 2088 2738 PROF. DEVELOPMENT 2583 2583 1925177 1431327 248977 244873 X 104462 349227 1020368 778904 830781 760015 11659 4200 44872 1959811 1944677 74599 48491 157864 207337 19500 41255 251963 297083 X 663852 1103932 1043996 543662 1707848 1647594 1959811 1944677 -61926 1672 0 X 0 1 X 1 0 X 1213819 1240865 1221464 2751790 1852345 8280283 1213819 1240865 1221464 2751790 1852345 8280283 1726519 6553764 33 887 4119 2815 893 8747 1868 1868 8290898 9724 0.79050 0.74640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DEFERRED COMPENSATION 41255 41255 X 1864845 1672 1672 1863173 78 78 1863251 1925099 0 1925099 78 78 1925177 PART X, LINE 2: FOR THE YEAR ENDED JUNE 30, 2021, 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 X 1 PATRICIA AYRES CRAWFORD 3856 BLOOD BROOK RD FAIRLEE VT 05045 PHILANTHROPIC SUPPORT 0 0 56070 -56070 LAUREN FOX 38417 BOULDER CANYON DRIVE BOULDER CO 80302 GRANT WRITING 0 0 5550 -5550 61620 -61620 CA DC IL MD NJ PA VA X X X X 0 0 0 0 0 0 0 1 0 SUZANNE B LAPORTE PRESIDENT 202294 0 10000 0 0 0 22163 0 17173 0 251630 0 0 0 JOAN BARCLAY CFO 171126 0 0 0 0 0 1298 0 16555 0 188979 0 0 0 PART I, LINE 7 THE FOLLOWING INDIVIDUALS RECEIVED BONUSES DURING THE YEAR: SUZANNE B. LAPORTE $10,000 BETH DAHLE $10,000 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 CURRENT COMPENSATION FOR THE PRESIDENT WAS APPROVED IN A BOARD EXECUTIVE SESSION AT ITS MAY 2021 MEETING. 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 X, LINE 24: ON APRIL 23, 2020, COMPASS RECEIVED LOAN PROCEEDS IN THE AMOUNT OF $157,864 UNDER THE PAYCHECK PROTECTION PROGRAM. THE PROMISSORY NOTE CALLED FOR MONTHLY PRINCIPAL AND INTEREST PAYMENTS AMORTIZED OVER THE TERM OF THE PROMISSORY NOTE WITH A DEFERRAL OF PAYMENTS FOR THE FIRST SIX MONTHS. DURING THE YEAR ENDED JUNE 30, 2021, COMPASS USED THE PROCEEDS FOR PURPOSES CONSISTENT WITH THE PAYCHECK PROTECTION PROGRAM AND APPLIED FOR FORGIVENESS BY THE SMALL BUSINESS ADMINISTRATION SUBSEQUENT TO THE 24-WEEK PERIOD STIPULATED BY THE TERMS. ON NOVEMBER 24, 2020, COMPASS RECEIVED NOTICE THAT THE LOAN WAS FORGIVEN IN ITS ENTIRETY, BOTH INTEREST AND PRINCIPLE. THIS AMOUNT IS RECORDED AS "EXTINGUISHMENT OF DEBT," WHICH IS AN OTHER ITEM ON THE CONSOLIDATED STATEMENT OF ACTIVITIES AND CHANGE IN NET ASSETS. ON FEBRUARY 19, 2021, COMPASS RECEIVED ADDITIONAL LOAN PROCEEDS IN THE AMOUNT OF $207,337 UNDER THE PAYCHECK PROTECTION PROGRAM. COMPASS USED THE PROCEEDS FOR PURPOSES CONSISTENT WITH THE PAYCHECK PROTECTION PROGRAM AND APPLIED FOR FORGIVENESS SUBSEQUENT TO YEAR-END. ON DECEMBER 6, 2021, COMPASS RECEIVED NOTICE OF FORGIVENESS OF THE LOAN PRINCIPAL AND INTEREST BY THE SBA, AND WILL THEREFORE RECORD REVENUE FROM EXTINGUISHMENT OF DEBT IN 2022. COMPASS PHILADELPHIA LLC 1720 N STREET NW WASHINGTON DC 20036 820992287 PRO BONO CONSULTING TO NONPROFITS PA 548217 0 COMPASS COMPASS CHICAGO LLC 1720 N STREET NW WASHINGTON DC 20036 821200478 PRO BONO CONSULTING TO NONPROFITS IL 231431 0 COMPASS