Civic Intelligence

Wm Symposia Inc

EIN 86-0709487 • 501(c)4 • Tempe, AZ

Profile

Develop an understanding of the nuclear environment.

PO Box 27646Tempe, AZ 85285-7646

www.wmsym.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

45th percentile

0.05x

Higher debt load relative to assets than 45% of similar nonprofits.

501(c)4 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.06x

Higher debt load relative to revenue than 43% of similar nonprofits.

501(c)4 • $5M-$10M nonprofits • Source year 2024

Net Margin

74th percentile

28%

Higher net margin than 74% of similar nonprofits.

501(c)4 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

87th percentile

37%

Faster asset growth than 87% of similar nonprofits.

501(c)4 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

23%

Faster revenue growth than 71% of similar nonprofits.

501(c)4 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$7,066,527

Up $1,915,248 (+37%) from 2023

Liabilities

Up

$346,608

Up $78,307 (+29%) from 2023

Net Assets

Up

$6,719,919

Up $1,836,941 (+38%) from 2023

Revenue

Up

$5,862,959

Up $1,112,469 (+23%) from 2023

Expenses

Up

$4,199,744

Up $511,860 (+14%) from 2023

Net Income

Up

$1,663,215

Up $600,609 (+57%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $988,428Liabilities 2010: $180,988Net Assets 2010: $807,4402010Assets 2011: $1,332,214Liabilities 2011: $154,782Net Assets 2011: $1,177,4322011Assets 2012: $1,706,019Liabilities 2012: $184,117Net Assets 2012: $1,521,9022012Assets 2013: $1,710,392Liabilities 2013: $142,106Net Assets 2013: $1,568,2862013Assets 2014: $1,834,639Liabilities 2014: $176,702Net Assets 2014: $1,657,9372014Assets 2015: $1,845,768Liabilities 2015: $132,968Net Assets 2015: $1,712,8002015Assets 2016: $2,061,559Liabilities 2016: $173,334Net Assets 2016: $1,888,2252016Assets 2017: $2,599,448Liabilities 2017: $529,994Net Assets 2017: $2,069,4542017Assets 2018: $3,078,482Liabilities 2018: $524,444Net Assets 2018: $2,554,0382018Assets 2019: $3,496,381Liabilities 2019: $389,443Net Assets 2019: $3,106,9382019Assets 2020: $3,378,261Liabilities 2020: $161,260Net Assets 2020: $3,217,0012020Assets 2021: $3,410,011Liabilities 2021: $270,014Net Assets 2021: $3,139,9972021Assets 2022: $3,837,668Liabilities 2022: $98,187Net Assets 2022: $3,739,4812022Assets 2023: $5,151,279Liabilities 2023: $268,301Net Assets 2023: $4,882,9782023Assets 2024: $7,066,527Liabilities 2024: $346,608Net Assets 2024: $6,719,9192024

Highlighted filing

2024

Assets$7,066,527
Liabilities$346,608
Net Assets$6,719,919

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,824,2192010Expenses 2011: $2,119,5242011Revenue 2012: $2,548,368Expenses 2012: $2,203,898Net Income 2012: $344,4702012Expenses 2013: $2,358,2572013Revenue 2014: $2,435,629Expenses 2014: $2,343,317Net Income 2014: $92,3122014Revenue 2015: $2,628,154Expenses 2015: $2,573,271Net Income 2015: $54,8832015Revenue 2016: $2,865,954Expenses 2016: $2,690,320Net Income 2016: $175,6342016Revenue 2017: $3,084,534Expenses 2017: $2,900,977Net Income 2017: $183,5572017Revenue 2018: $3,313,893Expenses 2018: $2,829,309Net Income 2018: $484,5842018Revenue 2019: $3,544,608Expenses 2019: $3,016,715Net Income 2019: $527,8932019Revenue 2020: $3,261,897Expenses 2020: $3,179,578Net Income 2020: $82,3192020Revenue 2021: $1,097,058Expenses 2021: $1,355,099Net Income 2021: -$258,0412021Revenue 2022: $3,736,137Expenses 2022: $2,905,004Net Income 2022: $831,1332022Revenue 2023: $4,750,490Expenses 2023: $3,687,884Net Income 2023: $1,062,6062023Revenue 2024: $5,862,959Expenses 2024: $4,199,744Net Income 2024: $1,663,2152024

Highlighted filing

2024

Revenue$5,862,959
Expenses$4,199,744
Net Income$1,663,215

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.07$0.35$6.72$5.86$4.20$1.66
2023Detailed filing. Detailed filing data is available for this year.$5.15$0.27$4.88$4.75$3.69$1.06
2022Detailed filing. Detailed filing data is available for this year.$3.84$0.10$3.74$3.74$2.91$0.83
2021Detailed filing. Detailed filing data is available for this year.$3.41$0.27$3.14$1.10$1.36$0.26
2020Detailed filing. Detailed filing data is available for this year.$3.38$0.16$3.22$3.26$3.18$0.08
2019Detailed filing. Detailed filing data is available for this year.$3.50$0.39$3.11$3.54$3.02$0.53
2018Detailed filing. Detailed filing data is available for this year.$3.08$0.52$2.55$3.31$2.83$0.48
2017Detailed filing. Detailed filing data is available for this year.$2.60$0.53$2.07$3.08$2.90$0.18
2016Detailed filing. Detailed filing data is available for this year.$2.06$0.17$1.89$2.87$2.69$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.85$0.13$1.71$2.63$2.57$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.83$0.18$1.66$2.44$2.34$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.71$0.14$1.57$2.36
2012Summary only. Only limited summary data is available for this year.$1.71$0.18$1.52$2.55$2.20$0.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.15$1.18$2.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.18$0.81$1.82
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 6, 2025
Return Version
2023v6.0
Gross Receipts
$5,913,073
Mission and Program Overview

Mission

Develop an understanding of the nuclear environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,537,889$3,758,637▲ $220,748
Investments in Publicly Traded Securities$1,474,240$3,103,449▲ $1,629,209
Prepaid Expenses and Deferred Charges$103,088$171,589▲ $68,501
Accounts Receivable$29,776$29,560▼ $216
Land, Buildings, and Equipment, Net$6,286$3,292▼ $2,994
Total Assets$5,151,279$7,066,527▲ $1,915,248
Liabilities
Accounts Payable and Accrued Expenses$268,301$346,608▲ $78,307
Total Liabilities$268,301$346,608▲ $78,307
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,858,978$6,641,919▲ $1,782,941
Net Assets With Donor Restrictions$24,000$78,000▲ $54,000
Total Net Assets Fund Balance$4,882,978$6,719,919▲ $1,836,941
Total Liabilities and Net Assets / Fund Balance$5,151,279$7,066,527▲ $1,915,248

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,292$131,958$135,250
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gary BendaDeputy Managing DirectorPT$163,627-$163,627
Maurya PalmerConference DirectorFT$111,583$16,235$127,818
Pat ReckersCFOPT$20,220-$20,220

Board Members and Trustees

NameTitle
Susan StigerPresident
Billy MorrisonDirector
Bob CochranDirector
Cathy HickeyDirector
Craig MichalukDirector
Greg MeyerDirector
John LongeneckerDirector
Kapila FernandoDirector
Kazuhiro SuzukiDirector
Kristen EllisDirector
Larry CamperDirector
Linda KobelDirector
Olaf OldigesDirector
Robert WeilerDirector
Sandra FairchildDirector
Wes HinesDirector
John MathiesonSecretary
Loong YongTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Abel Key SolutionsContracted Managing Director11 PRESIDENTIAL DRIVE, Oak Ridge, TN 37830$232,392
Revenue and Support

Revenue Composition

Contributions and Grants
$501,100
Program Service Revenue
$5,089,809
Investment Income
$184,765
Other Revenue
$87,285
All Other Contributions
$501,100
Change in Net Assets
$1,663,215
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,708,986
Salaries, Compensation, and Employee Benefits$1,241,758
Grants and Similar Amounts Paid$249,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$506,076$236,788-$742,864
Current Officers, Directors, Trustees, and Key Employees$458,420$221,000-$679,420
Other Salaries and Wages$385,952$70,480-$456,432
Grants to Domestic Orgs$249,000--$249,000
Travel$29,367$111,962-$141,329
Conferences and Meetings-$115,051-$115,051
Information Technology$113,851--$113,851
Other Expenses$88,497$262-$88,497
Other Employee Benefits$63,029$3,381-$66,410
Fees for Services Accounting-$66,300-$66,300
Office Expenses$45,702$12,409-$58,111
Payroll Taxes$37,485$2,011-$39,496
All Other Expenses$37,377--$37,377
Advertising$14,084$3,828-$17,912
Insurance$2,151$9,030-$11,181
Depreciation Depletion$2,994--$2,994
Total Functional Expenses$3,329,643$870,101$0$4,199,744
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Post FoundationTempe, AZ501(c)(3)Education$190,000
Law College AssociationTucson, AZ501(c)(3)Education$10,000
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Susan WalterContracted Managing DirectorContracted Management ServicesNo$276,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
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 3

The organization 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 B, Line 12C

Each director and officer is required to disclose to the general counsel of the company any potential conflict of interest. The general counsel is empowered to notify the executive committee of any unresolved conflicts of interest. The executive committee in turn, is charged with resolving any conflicts.

Form 990, Part VI, Section B, Line 15

The compensation committee is comprised of the chairman of the board, the president, the treasureer, and the secretary. These individuals are charged with recommending the compensation of the managing director and cfo. Per the by-laws, the compensation committee makes its recommendation to the full board of directors. The compensation committee has access to independent data as well as company performance information. The full board must vote affirmatively in order for the compensation of the managing director and cfo to be changed. All other compensation decisions are for subcontactors.

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
Wm Symposia Inc
EIN
86-0709487
Phone
4805570263
Address
PO BOX 27646, TEMPE, AZ 85285-7646

Signing Officer

Name
Loong Yong
Title
Treasurer
Phone
4805570263
Signed
2025-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Loong Yong
Formed
1992
Legal Domicile
Az
Voting Board Members
18
Independent Board Members
18
Employees
7
Volunteers
18

Preparer

Firm
Addington & Associates Pllc
Address
5431 N ORACLE RD SUITE 101, TUCSON, AZ 85704
Preparer
Paul Addington CPA
Phone
5208871120
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other fees: program service expenses 506,076. Management and general expenses 236,788. Fundraising expenses 0. Total expenses 742,864.

Raw XML AppendixShowing 400 of 579 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt19DEPUTY MANAGING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20CONFERENCE DIRECTOR
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt0131958
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IRS990ScheduleI/GrantRecordsMaintainedInd00
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IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10

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