COMPASS MONTESSORI EDUCATION FOUNDATION: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- COMPASS MONTESSORI EDUCATION FOUNDATION (EIN 31-1601552)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-15
- IRS object ID
- 202143199349204499
- Schema version
- 2020v4.1
- 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 | 2021-11-15T10:04:19-08:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2020-07-01 | 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 | Amanda Koplin | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 3034208288 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Amanda | PersonFirstNm |
| Person Last | Koplin | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Bart A Skidmore CPA Inc | PreparerPersonNm |
| PTIN | P00260935 | PTIN |
| Phone | 3033651696 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | www.compassgives.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $70,641 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $54,280 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $228 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $16,133 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $4,388 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $11,745 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $66,253 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $37,527 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $2,494 | FeesAndOtherPymtToIndCntrctAmt |
| Total Expenses | $40,021 | TotalExpensesAmt |
| Excess Or Deficit For Year | $26,232 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $295,708 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $321,940 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $295,708 | BOYAmt |
| EOY | $321,940 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $295,708 | BOYAmt |
| EOY | $321,940 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $295,708 | BOYAmt |
| EOY | $321,940 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Compass Montessori Education Foundation financially supports Compass Schools in Wheatridge and Boulder to enrich their authentic, public Montessori education. authentic, public Montessori education. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| Supported Compass Montessori School at the Wheatridgeand Boulder campuses. Classroom materials. | $13,500 | $13,500 |
| Supported Compass Montessori School at the Wheatridgeand Boulder campuses. Scholarship awards and student activities. | $10,019 | $10,019 |
| Supported Compass Montessori School at the Wheatridgeand Boulder campuses. Teacher, staff and websitesupport. | $14,009 | $14,008 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $37,527 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Sara Epstein | ||||
| President | 2.00 | $0 | $0 | $0 |
| Natalie Wood | ||||
| Secretary | 2.00 | $0 | $0 | $0 |
| Amanda Coplin | ||||
| Treasurer | 2.00 | $0 | $0 | $0 |
| Andy Gross | ||||
| Director | 2.00 | $0 | $0 | $0 |
| Julie Mannina | ||||
| Director | 2.00 | $0 | $0 | $0 |
| Ginger Matney | ||||
| Director | 2.00 | $0 | $0 | $0 |
| Cary Stiever | ||||
| Director | 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 | Amanda Koplin | 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 | $46,548 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,058 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,497 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,949 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,280 | CurrentTaxYearAmt |
| Total | $226,332 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,578 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,884 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,620 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,338 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,133 | CurrentTaxYearAmt |
| Total | $274,553 | 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 | $117,126 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $97,942 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $91,117 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $124,287 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,413 | CurrentTaxYearAmt |
| Total | $500,885 | 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 | $500,885 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $228 | CurrentTaxYearAmt |
| Total | $228 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $228 | CurrentTaxYearAmt |
| Total | $228 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $501,113 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99950 | PublicSupportCY509Pct |
| Public Support PY509 | 0.41640 | PublicSupportPY509Pct |
| Investment Income CY | 0.00050 | InvestmentIncomeCYPct |
| 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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Dance-a-Thon | Event1Nm |
| Gross Receipts Event1 | $16,133 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $16,133 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $1,097 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $16,133 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $16,133 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,097 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,097 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $15,036 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990EZ, Part I, Line 10 | FormAndLineReferenceDesc |
| Explanation | Classroom Materials and Activities, Scholarships, Teacher/Staff Appreciation ; Contribution; Compass Schools: 10399 W 44th Ave, Wheatridge, CO, 80033; Supported Schools, 37527. | ExplanationTxt |