Nonprofit · EIN 01-0699969
COMPASS CHARTER MIDDLE SCHOOL
Tax-exempt · BARTOW, FL 33830
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,926,101 | $1,856,981 | $69,120 | $1,362,331 | $1,150,383 | $211,948 |
| June 30, 2024 | 990 | $1,732,681 | $1,983,368 | -$250,687 | $1,319,873 | $1,144,388 | $175,485 |
| June 30, 2023 | 990 | $1,708,464 | $1,716,067 | -$7,603 | $1,386,726 | $960,554 | $426,172 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $427,720
- of which government grants
- $427,720
- Program service revenue
- $1,344,552
- Investment income
- $0
- Other revenue
- $153,829
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Depreciation
- $64,030
- Program services (functional)
- $1,845,059
- Management and general (functional)
- $11,922
Balance sheet and other
- Total assets, start of year
- $1,319,873
- Total assets, end of year
- $1,362,331
- Total liabilities, end of year
- $1,150,383
- Net assets, end of year
- $211,948
- Land, buildings and equipment
- $370,685
- Gross receipts
- $1,926,101
- Employees
- 25
- Volunteers
- 8
- Year formed
- 2002
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANITA D FINE | PRINCIPAL Key employee, Highest-paid employee | 40 | $101,334 |
| BETHANY AMICONE | BOARD CHAIR Trustee or director | 0.5 | $0 |
| HARRY WILLIAMS | MEMBER Trustee or director | 0.5 | $0 |
| RANDY BARNES | MEMBER Trustee or director | 0.5 | $0 |
| SHARON HARDAWAY | MEMBER Trustee or director | 0.5 | $0 |
| CHRISTINE KEATING | MEMBER Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETHANY AMICONE | BOARD CHAIR Trustee or director | 0.5 | $0 |
| HARRY WILLIAMS | MEMBER Trustee or director | 0.5 | $0 |
| RANDY BARNES | MEMBER Trustee or director | 0.5 | $0 |
| SHARON HARDAWAY | MEMBER Trustee or director | 0.5 | $0 |
| CHRISTINE KEATING | MEMBER Trustee or director | 0.5 | $0 |
| ANITA D FINE | PRINCIPAL Key employee | 40 | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETHANY AMICONE | BOARD CHAIR Trustee or director | 0.5 | $0 |
| HARRY WILLIAMS | MEMBER Trustee or director | 0.5 | $0 |
| RANDY BARNES | MEMBER Trustee or director | 0.5 | $0 |
| SHARON HARDAWAY | MEMBER Trustee or director | 0.5 | $0 |
| SHELLY WILSON | MEMBER Trustee or director | 0.5 | $0 |
| ANITA D FINE | PRINCIPAL Key employee | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 550 E CLOWER ST, BARTOW, FL 33830-6403
- In care of
- % MARIE BORGLUND
- Principal officer (990 for 2024)
- ANITA D FINE, 550 E CLOWER ST, BARTOW, FL 33830
- Signed the 990
- ANITA D FINE, PRINCIPAL
- Phone
- (863) 519-8701
- Website
- www.compassmiddlecharter.net
- Return prepared by
- ROBERT I WALKER CPA
Mission
TO IMPROVE THE LEARNING OF AT-RISK STUDENTS BY CREATING A SCHOOL CULTURE THAT PROMOTES LEARNING, CIVILITY, CARING ACADEMIC SUCCESS, AND ESTABLISHING A NEW FORM OF ACCOUNTABILITY
Program accomplishments
- THE CHARTER SCHOOL PROVIDES EDUCATIONAL SERVICES TO STUDENTS AT-RISK IN GRADES FIVE THROUGH EIGHT. THE MISSION OF THE SCHOOL SEEKS TO EMPOWER STUDENTS THROUGH HIGH INTELLECTUAL AND CONDUCT STANDARDS BY USING KEY COMPONENTS OF THE TALENT DEVELOPMENT MIDDLE SCHOOL MODEL; AND BY USING CLASSROOM MANAGEMENT WITH THOUGHTFUL CLASSROOM DISCIPLINE THAT NURTURES A SENSE OF SELF-DISCIPLINE IN STUDENTS BASED ON THE CONSISTENCY MANAGEMENT AND COOPERATIVE DISCIPLINE MODEL.Expenses $1,845,059 · revenue $1,926,101
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 01-0699969
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2002
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $1,362,331
- Income (IRS master file)
- $1,926,101
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,926,101 | $1,856,981 | $1,362,331 | XML |
| 990 | June 2024 | $1,732,681 | $1,983,368 | $1,319,873 | XML |
| 990 | June 2023 | $1,708,464 | $1,716,067 | $1,386,726 | XML |
| 990 | June 2022 | $1,412,305 | $1,475,218 | $1,342,508 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-0699969).
Questions about COMPASS CHARTER MIDDLE SCHOOL
- What is the EIN of COMPASS CHARTER MIDDLE SCHOOL?
- The employer identification number (EIN) of COMPASS CHARTER MIDDLE SCHOOL is 01-0699969.
- Is COMPASS CHARTER MIDDLE SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to COMPASS CHARTER MIDDLE SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COMPASS CHARTER MIDDLE SCHOOL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COMPASS CHARTER MIDDLE SCHOOL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COMPASS CHARTER MIDDLE SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of COMPASS CHARTER MIDDLE SCHOOL?
- The 990 for the year ended June 30, 2025 names ANITA D FINE.
- Who are the officers and directors of COMPASS CHARTER MIDDLE SCHOOL?
- The 990 for the year ended June 30, 2025 lists 6 people; 1 received compensation from the organization, the highest $101,334 (ANITA D FINE, PRINCIPAL).
- How much revenue does COMPASS CHARTER MIDDLE SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,926,101, expenses of $1,856,981 and total assets of $1,362,331 at year end.
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