Civic Intelligence

Br Symposium Inc

990 • Fiscal year 2022 • EIN 82-3622780

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 17, 2023

48 Wall Street Floor 17New York, NY 10043

(847) 809-7358

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2022 filings • NTEE S41 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

53rd percentile

0.00x

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

2022 filings • NTEE S41 • <$500k nonprofits • Source year 2022

Net Margin

21st percentile

-16%

Higher net margin than 21% of similar nonprofits.

2022 filings • NTEE S41 • <$500k nonprofits • Source year 2022

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • NTEE S41 • <$500k nonprofits • Source year 2022

Asset Growth

1st percentile

-88%

Faster asset growth than 1% of similar nonprofits.

2022 filings • NTEE S41 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Assets

Down

$19,989

Down $148,765 (-88%) from 2021

Net Assets

Down

$19,989

Down $36,564 (-65%) from 2021

Liabilities

Down

$0

Down $112,201 (-100%) from 2021

Revenue

Up

$229,246

Up $229,246 from 2021

Expenses

Up

$265,810

Up $261,956 (+6797%) from 2021

Net Income

Down

-$36,564

Down $32,710 (-849%) from 2021

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2018: $97,297Liabilities 2018: $0Net Assets 2018: $97,2972018Assets 2019: $112,156Liabilities 2019: $0Net Assets 2019: $112,1562019Assets 2020: $177,608Liabilities 2020: $117,201Net Assets 2020: $60,4072020Assets 2021: $168,754Liabilities 2021: $112,201Net Assets 2021: $56,5532021Assets 2022: $19,989Liabilities 2022: $0Net Assets 2022: $19,9892022Assets 2023: $167,370Liabilities 2023: $0Net Assets 2023: $167,3702023Assets 2024: $273,235Liabilities 2024: $0Net Assets 2024: $273,2352024

Highlighted filing

2022

Assets$19,989
Liabilities$0
Net Assets$19,989

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2018: $171,500Expenses 2018: $80,554Net Income 2018: $90,9462018Revenue 2019: $231,444Expenses 2019: $216,585Net Income 2019: $14,8592019Revenue 2020: $0Expenses 2020: $51,750Net Income 2020: -$51,7502020Revenue 2021: $0Expenses 2021: $3,854Net Income 2021: -$3,8542021Revenue 2022: $229,246Expenses 2022: $265,810Net Income 2022: -$36,5642022Revenue 2023: $499,802Expenses 2023: $352,421Net Income 2023: $147,3812023Revenue 2024: $398,267Expenses 2024: $292,402Net Income 2024: $105,8652024

Highlighted filing

2022

Revenue$229,246
Expenses$265,810
Net Income-$36,564
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 17, 2023
Return Version
2022v5.0
Gross Receipts
$229,246
Mission and Program Overview

Mission

Br symposium inc is dedicated to promoting knowledge and training of insurance professionals as it relates to current and emerging issues in the builder's risk and construction industry

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$168,754$19,989▼ $148,765
Rtn Earn Endowment Incm Other Fnds$56,553$19,989▼ $36,564
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$168,754$19,989▼ $148,765
Liabilities
Other Liabilities$112,201$0▼ $112,201
Total Liabilities$112,201$0▼ $112,201
Net Assets / Fund Balance
Total Net Assets Fund Balance$56,553$19,989▼ $36,564
Total Liabilities and Net Assets / Fund Balance$168,754$19,989▼ $148,765
Compensation and Service Providers

Board Members and Trustees

NameTitle
Patrick KelleherConference Chair
Jason BehrerConference Co Chair
Anthony ScarianoPresident
Lindsey Green DoalloVice President
Jon HeldExecutive Director
Phil SilverbergGeneral Counsel
Marc GiovanettiSecretary
Stephen GregoireTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$229,246
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-36,564
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$265,810
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$12,051
Conferences and Meetings---$5,130
Other Expenses---$800
All Other Expenses---$209
Office Expenses---$138
Total Functional Expenses$0$0$0$265,810
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

A copy of the 990 is shared with all board members prior to filing.

Form 990, Part VI, Section B, Line 12

Officers, directors and trustees are expected to identify and recuse themselves from any transaction that may give rise to a conflict of interest.

Form 990, Part VI, Section C, Line 19

Governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Br Symposium Inc
EIN
82-3622780
Phone
8478097358
Address
48 WALL STREET FLOOR 17, NEW YORK, NY 10043

Signing Officer

Name
Stephen M Gregoire
Title
Treasurer
Phone
8478097358
Signed
2023-04-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen M Gregoire
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Meaden & Moore Ltd
Address
1375 EAST NINTH STREET SUITE 1800, CLEVELAND, OH 44114-1790
Preparer
Karen B Cooney
Phone
2162413272
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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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Filings