Civic Intelligence

The Roy G Post Foundation

990 • Fiscal year 2023 • EIN 52-2254656

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 06, 2024

Organization ProfileWWW.ROYGPOST.ORG
PO Box 27646Tempe, AZ 85285

(602) 418-4221

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

98th percentile

$114,650

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 47.8% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

81st percentile

35%

Faster asset growth than 81% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

71st percentile

28%

Faster revenue growth than 71% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$177,834

Up $46,370 (+35%) from 2022

Net Assets

Up

$177,834

Up $46,370 (+35%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin73rd percentile

Revenue

Up

$239,692

Up $52,654 (+28%) from 2022

Expenses

Up

$193,322

Up $45,547 (+31%) from 2022

Net Income

Up

$46,370

Up $7,107 (+18%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2011: $44,097Liabilities 2011: $02011Assets 2015: $52,356Liabilities 2015: $02015Assets 2016: $27,554Liabilities 2016: $02016Assets 2017: $20,748Liabilities 2017: $02017Assets 2018: $40,594Net Assets 2018: $40,5942018Assets 2019: $63,723Net Assets 2019: $63,7232019Assets 2020: $71,590Net Assets 2020: $71,5902020Assets 2021: $92,201Net Assets 2021: $92,2012021Assets 2022: $131,464Net Assets 2022: $131,4642022Assets 2023: $177,834Liabilities 2023: $0Net Assets 2023: $177,8342023Assets 2024: $170,021Liabilities 2024: $0Net Assets 2024: $170,0212024

Highlighted filing

2023

Assets$177,834
Liabilities$0
Net Assets$177,834
Open 2023 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $58,099Expenses 2011: $38,340Net Income 2011: $19,7592011Revenue 2015: $78,365Expenses 2015: $86,080Net Income 2015: -$7,7152015Revenue 2016: $71,895Expenses 2016: $96,697Net Income 2016: -$24,8022016Revenue 2017: $73,910Expenses 2017: $80,716Net Income 2017: -$6,8062017Revenue 2018: $77,530Expenses 2018: $57,684Net Income 2018: $19,8462018Revenue 2019: $100,629Expenses 2019: $77,500Net Income 2019: $23,1292019Revenue 2020: $126,867Expenses 2020: $119,000Net Income 2020: $7,8672020Revenue 2021: $160,112Expenses 2021: $139,500Net Income 2021: $20,6122021Revenue 2022: $187,038Expenses 2022: $147,775Net Income 2022: $39,2632022Revenue 2023: $239,692Expenses 2023: $193,322Net Income 2023: $46,3702023Revenue 2024: $290,672Expenses 2024: $298,485Net Income 2024: -$7,8132024

Highlighted filing

2023

Revenue$239,692
Expenses$193,322
Net Income$46,370
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 6, 2024
Return Version
2022v5.0
Gross Receipts
$239,692
Mission and Program Overview

Mission

Provide scholarships to university students to develop careers in the safe management of nuclear materials and to participate in the annual waste management symposium.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$131,464$177,834▲ $46,370
Total Assets$131,464$177,834▲ $46,370
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$131,464$177,834▲ $46,370
Total Net Assets Fund Balance$131,464$177,834▲ $46,370
Total Liabilities and Net Assets / Fund Balance$131,464$177,834▲ $46,370
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleOtherTotal
Patricia ReckersCFO$114,650$114,650

Board Members and Trustees

NameTitle
Robert BerryPresident
Colin JonesTrustee
John BukowskiTrustee
Lauren BrunerTrustee
Linda KobelTrustee
Lionel LagosTrustee
Mark FreiTrustee
Martin SchneiderTrustee
Michelle ClaggettTrustee
Susan WalterCOO
Judith ConnellSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$239,692
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$239,692
Change in Net Assets
$46,370
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$192,000
Other Expenses$1,322
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$97,000--$97,000
Grants to Domestic Individuals$70,000--$70,000
Foreign Grants$25,000--$25,000
Office Expenses-$898-$898
Insurance-$424-$424
Total Functional Expenses$192,000$1,322$0$193,322
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Northern New Mexico CollegeEspanola, NM501(c)(3)Scholarships$21,000
University of New Mexico-los AlamosLos Alamos, NM501(c)(3)Scholarships$11,000
Washington State University Tri-citiesRichalnd, WA501(c)(3)Scholarships$10,000

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Susan WalterContracted Managing DirectorContracted by the Related Organization, Wm Symposia, Inc., to Act as COO of the Roy G Post Foundation.No$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Some trustees have teaming agreements with some of the other trustees for business pursuits.”

Form 990, Part VI, Section A, Line 3

“The related organization, wm symposia, inc., contracts with the owner of abel key solutions to provide management services.”

Form 990, Part VI, Section B, Line 11B

“Prior to completing form 990, the independent auditors completed an audit of the company. The audit report was presented to the full board of directors for review, comment and approval. The 990 is prepared by the independent auditors which has the effect of being reviewed by the board of directors, the managing director is charged by the board with completing and filing the form 990.”

Form 990, Part VI, Section C, Line 18

“Any member of the public may request the company's governing documents, conflict of interest policy and financial statments. The board of directors has mandated that the managing director shall make these documents available upon request.”

Form 990, Part VI, Section C, Line 19

“Any member of the public may request the company's governing documents, conflict of interest policy and financial statments. The board of directors has mandated that the managing director shall make these documents available upon request.”

Filing and Contact Details

Filer

Filer Name
The Roy G Post Foundation
EIN
52-2254656
Phone
6024184221
Address
PO BOX 27646, TEMPE, AZ 85285

Signing Officer

Name
Susan Walter
Title
COO
Phone
6024184221
Signed
2024-09-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Walter
Formed
2000
Legal Domicile
Az
Voting Board Members
12
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Addington & Associates Pllc
Address
5431 N ORACLE RD SUITE 101, TUCSON, AZ 85704
Preparer
Paul Addington CPA
Phone
5208871120
Raw XML AppendixShowing 400 of 454 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE SCHOLARSHIPS TO UNIVERSITY STUDENTS TO DEVELOP CAREERS IN THE SAFE MANAGEMENT OF NUCLEAR MATERIALS AND TO PARTICIPATE IN THE ANNUAL WASTE MANAGEMENT SYMPOSIUM.
IRS990/AllOtherContributionsAmt0239692
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum06024184221
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 27646
IRS990/BooksInCareOfDetail/USAddress/CityNm0TEMPE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd085285
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd01
IRS990/CashNonInterestBearingGrp/BOYAmt0131464
IRS990/CashNonInterestBearingGrp/EOYAmt0177834
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0239692
IRS990/CYGrantsAndSimilarPaidAmt0192000
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt01322
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt046370
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0193322
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0239692
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0PROVIDE SCHOLARSHIPS AND OTHER EDUCATIONAL SUPPORT TO STUDENTS AND UNIVERSITIES (WHO CHOSE THEIR OWN SCHOLARSHIP RECIPIENTS) TO CONTINUE THEIR EDUCATION.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0192000
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignGrantsGrp/ProgramServicesAmt025000
IRS990/ForeignGrantsGrp/TotalAmt025000
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT BERRY
IRS990/Form990PartVIISectionAGrp/PersonNm1JUDITH CONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm2LINDA KOBEL
IRS990/Form990PartVIISectionAGrp/PersonNm3MARK FREI
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHELLE CLAGGETT
IRS990/Form990PartVIISectionAGrp/PersonNm5MARTIN SCHNEIDER
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN BUKOWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm7COLIN JONES
IRS990/Form990PartVIISectionAGrp/PersonNm8LAUREN BRUNER
IRS990/Form990PartVIISectionAGrp/PersonNm9LIONEL LAGOS
IRS990/Form990PartVIISectionAGrp/PersonNm10PATRICIA RECKERS
IRS990/Form990PartVIISectionAGrp/PersonNm11SUSAN WALTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10114650
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt11COO
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0192000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt070000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt070000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt097000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt097000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0239692
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0424
IRS990/InsuranceGrp/TotalAmt0424
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AZ
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE SCHOLARSHIPS TO STUDENTS AND UNIVERSITIES.
IRS990/MoreThan5000KToIndividualsInd01
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0131464
IRS990/NetAssetsOrFundBalancesEOYAmt0177834
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0131464
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0177834
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0898
IRS990/OfficeExpensesGrp/TotalAmt0898
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SUSAN WALTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0187038
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0145900
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt01875
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt039263
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0147775
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0187038
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt046370
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0239692
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0187038
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0160112
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0126867
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0100629
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0814338
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0814338
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0239692
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0187038
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0160112
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0126867
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0100629
IRS990ScheduleA/Total509Grp/TotalAmt0814338
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0239692
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0187038
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0160112
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0126867
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0100629
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0814338
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt015000
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt110000
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt03
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt12
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt0EUROPE (INCLUDING ICELAND & GREENLAND)
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt1NORTH AMERICA
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt0SCHOOL SCHOLARSHIP
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt1SCHOOL SCHOLARSHIP
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt00
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III ACCOUNTING METHOD:
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt00
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt070000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOOL SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt014
IRS990ScheduleI/RecipientTable/CashGrantAmt021000
IRS990ScheduleI/RecipientTable/CashGrantAmt111000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NORTHERN NEW MEXICO COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF NEW MEXICO-LOS ALAMOS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2WASHINGTON STATE UNIVERSITY TRI-CITIES
IRS990ScheduleI/RecipientTable/RecipientEIN0742835828
IRS990ScheduleI/RecipientTable/RecipientEIN1856000642
IRS990ScheduleI/RecipientTable/RecipientEIN2916001108
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0921 N PASEO DE ONATE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14000 UNIVERSITY DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt22710 CRIMSON WAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ESPANOLA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1LOS ALAMOS
IRS990ScheduleI/RecipientTable/USAddress/CityNm2RICHALND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd087532
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd187544
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd299354
IRS990ScheduleI/Total501c3OrgCnt03
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0SUSAN WALTER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0CONTRACTED MANAGING DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0CONTRACTED BY THE RELATED ORGANIZATION, WM SYMPOSIA, INC., TO ACT AS COO OF THE ROY G POST FOUNDATION.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SOME TRUSTEES HAVE TEAMING AGREEMENTS WITH SOME OF THE OTHER TRUSTEES FOR BUSINESS PURSUITS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RELATED ORGANIZATION, WM SYMPOSIA, INC., CONTRACTS WITH THE OWNER OF ABEL KEY SOLUTIONS TO PROVIDE MANAGEMENT SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR TO COMPLETING FORM 990, THE INDEPENDENT AUDITORS COMPLETED AN AUDIT OF THE COMPANY. THE AUDIT REPORT WAS PRESENTED TO THE FULL BOARD OF DIRECTORS FOR REVIEW, COMMENT AND APPROVAL. THE 990 IS PREPARED BY THE INDEPENDENT AUDITORS WHICH HAS THE EFFECT OF BEING REVIEWED BY THE BOARD OF DIRECTORS, THE MANAGING DIRECTOR IS CHARGED BY THE BOARD WITH COMPLETING AND FILING THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANY MEMBER OF THE PUBLIC MAY REQUEST THE COMPANY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATMENTS. THE BOARD OF DIRECTORS HAS MANDATED THAT THE MANAGING DIRECTOR SHALL MAKE THESE DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANY MEMBER OF THE PUBLIC MAY REQUEST THE COMPANY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATMENTS. THE BOARD OF DIRECTORS HAS MANDATED THAT THE MANAGING DIRECTOR SHALL MAKE THESE DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WM SYMPOSIA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0860709487
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ORGANIZES AND HOLDS AN ANNUAL WASTE MANAGEMENT SYMPOSIUM.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 27646
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TEMPE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0852857646
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0130000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0WM SYMPOSIA INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0131464
IRS990/TotalAssetsEOYAmt0177834
IRS990/TotalAssetsGrp/BOYAmt0131464
IRS990/TotalAssetsGrp/EOYAmt0177834
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0239692
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01322
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0192000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0193322
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$177,834
Liabilities
$0
Net assets
$177,834
Revenue
$239,692
Expenses
$193,322
Net income
$46,370
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.00$1.70$2.91$2.98$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$2.40$1.93$0.46
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$1.31$1.87$1.48$0.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.92$1.60$1.40$0.21
2020Detailed filing. Detailed filing data is available for this year.$0.72$0.72$1.27$1.19$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.64$1.01$0.78$0.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.41$0.78$0.58$0.20
2017Summary only. Only limited summary data is available for this year.$0.21$0.00$0.74$0.81$0.07
2016Summary only. Only limited summary data is available for this year.$0.28$0.00$0.72$0.97$0.25
2015Summary only. Only limited summary data is available for this year.$0.52$0.00$0.78$0.86$0.08
2011Summary only. Only limited summary data is available for this year.$0.44$0.00$0.58$0.38$0.20