Public Charity

COMPASS WORKING CAPITAL INC

COMPASS WORKING CAPITAL INC is a nonprofit organization categorized as Public Charity based in BOSTON, MA. Its most recent IRS filing (2025) reports revenue of $18.4M, expenses of $11.1M, total assets of $26.3M. Imperigo tracks 85 reported grant relationships connected to this organization totaling approximately $33.8M.

EIN: 203975100 BOSTON, MA Latest filing: 2025
Total Revenue$18.4M
Total Expenses$11.1M
Total Assets$26.3M
Grant Records85
Funding Total$33.8M
Filing Years2021–2025

Mission

COMPASS WORKING CAPITAL ("COMPASS") IS WORKING TO END ASSET POVERTY FOR FAMILIES WITH LOW INCOMES AND NARROW THE RACIAL AND GENDER WEALTH DIVIDES. OUR MISSION IS TO PARTNER WITH FAMILIES WITH LOW INCOMES TO BUILD ASSETS AS A PATHWAY OUT OF POVERTY. WE FOCUS ON REACHING FAMILIES LED BY BLACK AND/OR LATINX WOMEN. TO ACHIEVE OUR MISSION, WE OPERATE CLIENT-CENTERED SAVINGS AND FINANCIAL COACHING PROGRAMS, DELIVER TRAINING AND TECHNICAL ASSISTANCE TO OTHER PRACTITIONERS, AND SHAPE POLICY SOLUTIONS THAT DISMANTLE BARRIERS TO ASSET BUILDING.

Where $100 goes at Compass Working Capital Inc

How Compass Working Capital Inc divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.

$74 Programs the work itself
$18 Management running the organization
$8 Fundraising raising the next dollar

Inside the $74 for programs

$59
Family self-sufficiency (fss) program:since 2010, Compass Working Capital ("compass") has partnered with public housing agencies and private owners of affordable housing to develop and implement an asset-building and…
79% of program spending
$9
National field-building, training, and technical assistance:the fss program has the potential to reach an estimated 2.2 million households nationally, yet only a tiny subset less than 3% of…
12% of program spending
$6
Systems and policy change:to deliver on our mission and fully support families to reach their financial goals, compass combines direct service and field-building with work on broader systems…
9% of program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Sample Grants Received

BLUE MERIDIAN PARTNERS INC
2024
TO SUPPORT STRATEGIC PLANNING
$3,700,000
$3,000,000
$301,700
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
2024
For grant recipient's exempt purposes
$288,550
VANGUARD CHARITABLE ENDOWMENT PROGRAM
2024
FOR RECIPIENT'S EXEMPT PURPOSE
$180,000

Showing up to 5 of 85 total records — full history available with membership.

Officers & Directors

DIRECTOR OF CLIENT SUCCESS Christina Napolin
DIRECTOR OF IMPACT & INNOVATION George Reuter
DIRECTOR Heather Wellington
CFO/TREASURER Jalynne Santiago
CHIEF EXTERNAL AFFAIRS OFFICER James Stuart
DIRECTOR Karen Wallace

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$30,059,715 64 grants
Human & Social Services
$3,515,500 13 grants
Housing & Homelessness
$150,000 3 grants
Research & Policy
$50,000 1 grant
Economic Development
$35,000 2 grants

Financial Trends

Year Revenue Expenses Assets
2025 $18.4M $11.1M $26.3M
2024 $17.6M $9.1M $18.5M
2023 $9.7M $7.7M $9.2M
2022 $6.9M $6.8M $6.9M
2021 $7.5M $6.4M $7.2M

Between 2021 and 2025, reported annual revenue grew from $7.5M to $18.4M (+144%), with total assets most recently reported at $26.3M.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for COMPASS WORKING CAPITAL INC

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