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Compass: End of Year Processes April 14, 2016, WebinarAgenda Introduction End of Year Process Compass Evaluations Curriculum Verification and Results (CVR) Next Steps and SupportCompass: Introduction

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How to fill out compass end of year

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Step 1: Gather all the necessary information such as financial records, reports, and documents related to the activities of the year

02

Step 2: Start by reviewing the objectives and goals set at the beginning of the year

03

Step 3: Analyze the progress made towards those goals and identify any deviations or challenges faced

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Step 4: Review the financial records and reconcile any discrepancies

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Step 5: Complete the appropriate sections in the compass end of year form, ensuring all information is accurate and up to date

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Step 10: Keep a copy of the submitted form for your records

Who needs compass end of year?

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Non-profit organizations that use the Compass software for managing their activities and finances

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Internal stakeholders such as board members, executives, or finance teams who require a comprehensive overview of the organization's performance at the end of the year

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External stakeholders such as auditors, grantors, or regulatory authorities who may request the Compass end of year report for assessing compliance and financial health

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What is compass end of year?

Compass end of year is a financial report submitted at the end of the fiscal year to provide a summary of an organization's financial activities.

Who is required to file compass end of year?

Non-profit organizations and charities are required to file compass end of year.

How to fill out compass end of year?

Compass end of year can be filled out using the online portal provided by the regulatory authorities.

What is the purpose of compass end of year?

The purpose of compass end of year is to ensure transparency and accountability in the financial dealings of non-profit organizations and charities.

What information must be reported on compass end of year?

Information such as income, expenses, assets, and liabilities must be reported on compass end of year.

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