Compass - Catholic Ministries Inc
Nonprofit profile at a glance
- EIN
- 273742834
- IRS 990-EZ coverage
- 2021–2025
- Forms available
- Form 990-EZ 2025
- Location
- Winter Springs, FL, USA
- Phone
- 4078787637
- Rating
- 80
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Financial Counseling
- Affiliation
- Christianity
Reported finances
- Revenue
- $139,489
- Expenses
- $113,979
- Assets
- $134,446
- Liabilities
- $2,135
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- Jon Bean (Board President)
People named in this filing
- Jon Bean (Board President)
- Lee Menendez (Board Treasurer)
- Jose Siman (Board Member)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Conducting Bible studies and workshops to educate on financial literacy with a faith-based perspective.
What it reported doing in 2025
Taught approx. 2500 students internationally. Provided blog posts through the CompassCatholic.org website. Continued to offer virtual and in-person Bible studies.
Operating model
- Revenue model
- Donor-supported. 68% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and liabilities are high compared with assets.
Rating breakdown
- Financial Efficiency: 63
- Transparency & Controls: 100
- Sustainability: 63
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 58.3%; rating input score 58
- Program expense ratio: 71.4%; rating input score 71
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 18.3%; rating input score 69; 69th percentile among comparable filings
- Total-asset coverage ratio: 1.18; rating input score 64; 64th percentile among comparable filings
- Liabilities to assets ratio: 0.02; rating input score 34; 34th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 0.6% per year; rating input score 100; 31st percentile among comparable filings
- Revenue growth: 5% per year; rating input score 100; 44th percentile among comparable filings
- Asset growth: 5.9% per year; rating input score 100; 46th percentile among comparable filings
Details
- Where the money goes: 58.3% of revenue deployed · 71.4% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $81K in reported program spending
- Leadership: top reported pay $0 · 6 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 3 filed schedules
- Filing history: 5 filing years from 2021 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Financial Efficiency: Mission deployment rate scored 58/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 34/100.