Civic Intelligence

Wm Symposia Inc.

990 • Fiscal year 2021 • EIN 86-0709487

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 29, 2022

PO Box 27646Tempe, AZ 85285-7646

(480) 557-0263

Siviq Scores

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

Liabilities / Assets

57th percentile

0.08x

Higher debt load relative to assets than 57% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

64th percentile

0.25x

Higher debt load relative to revenue than 64% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Net Margin

9th percentile

-24%

Higher net margin than 9% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

86th percentile

$123,150

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Asset Growth

32nd percentile

0.9%

Faster asset growth than 32% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-66%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$3,410,011

Up $31,750 (+0.9%) from 2020

Net Assets

Down

$3,139,997

Down $77,004 (-2.4%) from 2020

Liabilities

Up

$270,014

Up $108,754 (+67%) from 2020

Revenue

Down

$1,097,058

Down $2,164,839 (-66%) from 2020

Expenses

Down

$1,355,099

Down $1,824,479 (-57%) from 2020

Net Income

Down

-$258,041

Down $340,360 (-413%) from 2020

Historical Trend

Balance Sheet Trend

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

$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

2021

Assets$3,410,011
Liabilities$270,014
Net Assets$3,139,997

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$1,097,058
Expenses$1,355,099
Net Income-$258,041
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 29, 2022
Return Version
2020v4.2
Gross Receipts
$1,718,273
Mission and Program Overview

Mission

Develop an understanding of the nuclear environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,986,966$1,728,644▼ $258,322
Investments in Publicly Traded Securities$820,217$1,041,565▲ $221,348
Accounts Receivable$788$549,638▲ $548,850
Prepaid Expenses and Deferred Charges$64,663$88,367▲ $23,704
Land, Buildings, and Equipment, Net$505,627$1,797▼ $503,830
Total Assets$3,378,261$3,410,011▲ $31,750
Liabilities
Accounts Payable and Accrued Expenses$161,260$270,014▲ $108,754
Total Liabilities$161,260$270,014▲ $108,754
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,217,001$3,139,997▼ $77,004
Total Net Assets Fund Balance$3,217,001$3,139,997▼ $77,004
Total Liabilities and Net Assets / Fund Balance$3,378,261$3,410,011▲ $31,750

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,797$224,809$226,606
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jan CarlinManaging DirectorPT$123,150$123,150
Gary BendaAssociate DirectorPT$121,328$121,328
Susan WalterManaging DirectorPT$53,500$53,500
Robert WeilerInterim Managing Director-$38,400$38,400
Pat ReckersCFOPT$5,000$5,000

Board Members and Trustees

NameTitle
James GallagherChairman of the Board
James FiorePresident
Angie JonesDirector
Billy MorrisonDirector
Bob CochranDirector
Fred E SheilDirector
George DialsDirector
Greg MeyerDirector
Heatherly DukesDirector
John LongeneckerDirector
Kazuhiro SuzukiDirector
Kurt GerdesDirector
Larry CamperDirector
Linda KobelDirector
Olaf OldigesDirector
Sandra FairchildDirector
Susan StigerDirector
John MathiesonSecretary
Loong YongTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$253,160
Program Service Revenue
$709,764
Investment Income
$118,725
Other Revenue
$15,409
All Other Contributions
$253,160
Change in Net Assets
$-258,041
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$678,167
Other Expenses$515,482
Grants and Similar Amounts Paid$161,450
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$229,728$162,080-$391,808
Other Salaries and Wages$238,939--$238,939
Grants to Domestic Orgs$160,450--$160,450
Information Technology$142,637--$142,637
Fees for Services Accounting-$108,676-$108,676
Fees for Services Other$32,120$56,271-$88,391
Depreciation Depletion$36,498--$36,498
Advertising$25,866--$25,866
Office Expenses$20,114$4,658-$24,772
Payroll Taxes$24,230--$24,230
Other Employee Benefits$23,190--$23,190
Occupancy$20,253--$20,253
Other Expenses$15,100$3,228-$18,328
Insurance$5,186$3,943-$9,129
Travel-$1,102-$1,102
Grants to Domestic Individuals$1,000--$1,000
Total Functional Expenses$1,013,303$341,796$0$1,355,099
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Post FoundationTempe, AZ501(c)(3)Education$90,000
Law College AssociationTucson, AZ501(c)(3)Education$10,000
Washington State Stem Education FoundationRichland, WA501(c)(3)Education$10,000
American Nuclear SocietyLa Grange Park, IL501(c)(3)Education$5,000
Childrens Reading FoundationKennewick, WA501(c)(3)Education$5,000
Florida International University - Applied Research CenterMiama, FL501(c)(3)Education$5,000
New Mexico ConsortiumLos Alamos, NM501(c)(3)Education$5,000
SarsefTucson, AZ501(c)(3)Education$5,000
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
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
No
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
No

Governance Explanations

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
2022-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Loong Yong
Formed
1992
Legal Domicile
Az
Voting Board Members
20
Independent Board Members
20
Employees
6
Volunteers
25

Preparer

Firm
Addington & Associates Pllc
Address
5431 N ORACLE RD SUITE 101, TUCSON, AZ 85704
Preparer
Paul Addington CPA
Phone
5208871120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19INTERIM MANAGING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt21ASSOCIATE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22MANAGING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23MANAGING DIRECTOR
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IRS990/FormationYr01992
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
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IRS990/GainOrLossGrp/SecuritiesAmt025220
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantAmt0161450
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01000
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt0160450
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IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0176195
IRS990/GrossReceiptsAmt01718273
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InformationTechnologyGrp/TotalAmt0142637
IRS990/InsuranceGrp/ManagementAndGeneralAmt03943
IRS990/InsuranceGrp/ProgramServicesAmt05186
IRS990/InsuranceGrp/TotalAmt09129
IRS990/InvestmentIncomeGrp/ExclusionAmt013964
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013964
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0820217
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01041565
IRS990/IRPDocumentCnt013
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IRS990/LegalDomicileStateCd0AZ
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0150975
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0DEVELOP AN UNDERSTANDING OF THE NUCLEAR ENVIRONMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03217001
IRS990/NetAssetsOrFundBalancesEOYAmt03139997
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0181037
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03217001
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IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt020253
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IRS990/OfficeExpensesGrp/ProgramServicesAmt020114
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11058
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11058
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYExcessBenefitTransInd00
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IRS990/PYInvestmentIncomeAmt033566
IRS990/PYOtherExpensesAmt02297648
IRS990/PYOtherRevenueAmt0107080
IRS990/PYProgramServiceRevenueAmt02746251
IRS990/PYRevenuesLessExpensesAmt082319
IRS990/PYSalariesCompEmpBnftPaidAmt0684829
IRS990/PYTotalExpensesAmt03179578
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03261897
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-258041
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0725173
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01986966
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01728644
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
IRS990ScheduleD/EquipmentGrp/BookValueAmt01797
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0224809
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0226606
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01797
IRS990ScheduleI/GrantRecordsMaintainedInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)4 • $1M-$5M nonprofits