Civic Intelligence

The Roy G Post Foundation

990 • Fiscal year 2024 • EIN 52-2254656

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 13, 2024

PO Box 27646Tempe, AZ 85285

(865) 208-9714

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

36th percentile

-2.7%

Higher net margin than 36% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

85th percentile

$20,220

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

39th percentile

-4.4%

Faster asset growth than 39% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

21%

Faster revenue growth than 69% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$170,021

Down $7,813 (-4.4%) from 2023

Net Assets

Down

$170,021

Down $7,813 (-4.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$290,672

Up $50,980 (+21%) from 2023

Expenses

Up

$298,485

Up $105,163 (+54%) from 2023

Net Income

Down

-$7,813

Down $54,183 (-117%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$170,021
Liabilities$0
Net Assets$170,021

Operations Trend

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

2024

Revenue$290,672
Expenses$298,485
Net Income-$7,813
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 13, 2024
Return Version
2023v5.0
Gross Receipts
$290,672
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$177,834$170,021▼ $7,813
Total Assets$177,834$170,021▼ $7,813
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$177,834$170,021▼ $7,813
Total Net Assets Fund Balance$177,834$170,021▼ $7,813
Total Liabilities and Net Assets / Fund Balance$177,834$170,021▼ $7,813
Compensation and Service Providers

Employees

NameTitleOtherTotal
Patricia ReckersCFO$20,220$20,220

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$290,672
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$278,350
Change in Net Assets
$-7,813
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$297,000
Other Expenses$1,485
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$137,000--$137,000
Grants to Domestic Individuals$130,000--$130,000
Foreign Grants$30,000--$30,000
Office Expenses-$1,045-$1,045
Insurance-$440-$440
Total Functional Expenses$297,000$1,485$0$298,485
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Nnmc FoundationEspanola, NM--$18,000
Augusta University Foundation IncAugusta, GA--$10,000
Cei FoundationIdaho Falls, ID--$10,000
Idaho State University FoundationPocatello, ID--$10,000
New Mexico Tech FoundatoinSocorro, NM--$10,000
Roane State Community CollegeHarriman, TN--$10,000
Sc State University FoundationOrangeburg, SC--$10,000
Tri-cities Community EngagementRichland, WA--$10,000
University of New MexicoLos Alamos, NM--$9,000

International Compliance

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 ManaContractedNo-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
No
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, Page 6, Part VI, Line 2

SEE SCHEDULE

Form 990, Page 6, Part VI, Line 3

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

Form 990, Page 6, Part VI, 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, Page 6, Part VI, Line 18

Any member of the public may request the companys 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, Page 6, Part VI, Line 19

Any member of the public may request the companys 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
8652089714
Address
PO BOX 27646, TEMPE, AZ 85285

Signing Officer

Name
Susan Walter
Title
COO
Phone
8652089714
Signed
2024-11-13

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
L & B Cpas Pllc
Address
5801 S MCCLINTOCK DR STE 106, TEMPE, AZ 85283
Preparer
Karon L Bohlender
Phone
4807556682
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CEI FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2IDAHO STATE UNIVERSITY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3NEW MEXICO TECH FOUNDATOIN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4NNMC FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5ROANE STATE COMMUNITY COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6SC STATE UNIVERSITY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7UNIVERSITY OF NEW MEXICO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8TRI-CITIES COMMUNITY ENGAGEMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0LOS ALAMOS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt1DONAR & ALUMNI RELATIONS
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01120 15TH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11600 S 25TH E
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2921 S 8TH AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3801 LEROY PLACE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4921 PASEO DE ONATE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5276 PATTON LANE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6PO BOX 7187
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt74000 UNIVERSITY DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt82710 CRIMSON WAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt0AD-1122
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt1BUILDING 3 ADMINISTRATION
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt2STOP 8050
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt3300 COLLEGE ST NE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt4OFFICE EAST 227
IRS990ScheduleI/RecipientTable/USAddress/CityNm0AUGUSTA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1IDAHO FALLS
IRS990ScheduleI/RecipientTable/USAddress/CityNm2POCATELLO
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SOCORRO
IRS990ScheduleI/RecipientTable/USAddress/CityNm4ESPANOLA
IRS990ScheduleI/RecipientTable/USAddress/CityNm5HARRIMAN
IRS990ScheduleI/RecipientTable/USAddress/CityNm6ORANGEBURG
IRS990ScheduleI/RecipientTable/USAddress/CityNm7LOS ALAMOS
IRS990ScheduleI/RecipientTable/USAddress/CityNm8RICHLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1ID
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2ID
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3NM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4NM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5TN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6SC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7NM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd030912
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd183404
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd2832098050
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd387801
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd487532
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd537748
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd6291170001
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd787544
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd899354
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0SUSAN WALTER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0CONTRACTED MANA
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0CONTRACTED
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0(A) NAME OF PERSON: SUSAN WALTER (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: CONTRACTED MANAGING DIRECTOR (D) DESCRIPTION OF TRANSACTION: CONTRACTED BY THE RELATED ORGANIZATION, WM SYMPOSIA, INC., TO ACT AS COO FO THE ROY G POST FOUNDATION.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SEE SCHEDULE
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 COMPANYS 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 COMPANYS 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, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WM SYMPOSIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0860709487
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0504C4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0NUCLEAR EN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 27646
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TEMPE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd085285
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0177834
IRS990/TotalAssetsEOYAmt0170021
IRS990/TotalAssetsGrp/BOYAmt0177834
IRS990/TotalAssetsGrp/EOYAmt0170021
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0290672
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01485
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0297000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0298485
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0177834

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