Civic Intelligence

Symposia Medicus

EIN 94-2515474 • 501(c)3 • Pleasant Hill, CA

View Organization Page

Profile

Our mission is to develop and produce innovative, multi-disciplinary, evidence-based and clinically relevant medical and nursing courses/conferences (activities) free of commerical bias, which enhances the knowledge of health care provider attendees resulting in improved clinical competence.

399 Taylor Blvd Suite 102Pleasant Hill, CA 94523

www.symposiamedicus.org

Siviq Scores

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

Liabilities / Assets

48th percentile

0.16x

Higher debt load relative to assets than 48% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.16x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

23rd percentile

-5.3%

Higher net margin than 23% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

94th percentile

$695,721

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

37th percentile

0.7%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-7.0%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$9,710,481

Up $67,333 (+0.7%) from 2023

Liabilities

Up

$1,536,234

Up $32,561 (+2.2%) from 2023

Net Assets

Up

$8,174,247

Up $34,772 (+0.4%) from 2023

Operations
Liabilities / Revenue43rd percentileNet Margin23rd percentile

Revenue

Down

$9,392,395

Down $710,294 (-7.0%) from 2023

Expenses

Up

$9,888,012

Up $432,166 (+4.6%) from 2023

Net Income

Down

-$495,617

Down $1,142,460 (-177%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$15M$10M$5.0M$0Assets 2011: $4,250,081Liabilities 2011: $975,345Net Assets 2011: $3,274,7362011Assets 2012: $4,686,428Liabilities 2012: $997,552Net Assets 2012: $3,688,8762012Assets 2013: $5,325,084Liabilities 2013: $1,028,784Net Assets 2013: $4,296,3002013Assets 2014: $5,360,094Liabilities 2014: $1,009,968Net Assets 2014: $4,350,1262014Assets 2015: $5,761,586Liabilities 2015: $1,182,782Net Assets 2015: $4,578,8042015Assets 2016: $6,626,636Liabilities 2016: $1,376,630Net Assets 2016: $5,250,0062016Assets 2017: $7,711,214Liabilities 2017: $1,494,289Net Assets 2017: $6,216,9252017Assets 2018: $8,493,364Liabilities 2018: $1,775,745Net Assets 2018: $6,717,6192018Assets 2019: $10,066,626Liabilities 2019: $1,808,367Net Assets 2019: $8,258,2592019Assets 2020: $7,720,969Liabilities 2020: $286,869Net Assets 2020: $7,434,1002020Assets 2021: $9,548,049Liabilities 2021: $547,168Net Assets 2021: $9,000,8812021Assets 2022: $8,128,539Liabilities 2022: $1,519,207Net Assets 2022: $6,609,3322022Assets 2023: $9,643,148Liabilities 2023: $1,503,673Net Assets 2023: $8,139,4752023Assets 2024: $9,710,481Liabilities 2024: $1,536,234Net Assets 2024: $8,174,2472024

Highlighted filing

2024

Assets$9,710,481
Liabilities$1,536,234
Net Assets$8,174,247
Open 2024 Filing

Operations Trend

Revenue Growth23rd percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $6,953,832Expenses 2011: $6,496,304Net Income 2011: $457,5282011Expenses 2012: $6,429,9152012Revenue 2013: $7,186,336Expenses 2013: $6,619,500Net Income 2013: $566,8362013Revenue 2014: $7,189,656Expenses 2014: $7,141,257Net Income 2014: $48,3992014Revenue 2015: $6,997,598Expenses 2015: $6,611,251Net Income 2015: $386,3472015Revenue 2016: $7,096,973Expenses 2016: $6,626,495Net Income 2016: $470,4782016Revenue 2017: $7,724,928Expenses 2017: $7,049,654Net Income 2017: $675,2742017Revenue 2018: $8,631,685Expenses 2018: $7,548,536Net Income 2018: $1,083,1492018Revenue 2019: $8,895,576Expenses 2019: $8,209,020Net Income 2019: $686,5562019Revenue 2020: $2,646,170Expenses 2020: $3,704,617Net Income 2020: -$1,058,4472020Revenue 2021: $7,060,600Expenses 2021: $5,678,125Net Income 2021: $1,382,4752021Revenue 2022: $6,880,553Expenses 2022: $7,855,776Net Income 2022: -$975,2232022Revenue 2023: $10,102,689Expenses 2023: $9,455,846Net Income 2023: $646,8432023Revenue 2024: $9,392,395Expenses 2024: $9,888,012Net Income 2024: -$495,6172024

Highlighted filing

2024

Revenue$9,392,395
Expenses$9,888,012
Net Income-$495,617
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,710,481
Liabilities
$1,536,234
Net assets
$8,174,247
Revenue
$9,392,395
Expenses
$9,888,012
Net income
-$495,617
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.71$1.54$8.17$9.39$9.89$0.50
2023Detailed filing. Detailed filing data is available for this year.$9.64$1.50$8.14$10.1$9.46$0.65
2022Detailed filing. Detailed filing data is available for this year.$8.13$1.52$6.61$6.88$7.86$0.98
2021Detailed filing. Detailed filing data is available for this year.$9.55$0.55$9.00$7.06$5.68$1.38
2020Detailed filing. Detailed filing data is available for this year.$7.72$0.29$7.43$2.65$3.70$1.06
2019Detailed filing. Detailed filing data is available for this year.$10.1$1.81$8.26$8.90$8.21$0.69
2018Detailed filing. Detailed filing data is available for this year.$8.49$1.78$6.72$8.63$7.55$1.08
2017Detailed filing. Detailed filing data is available for this year.$7.71$1.49$6.22$7.72$7.05$0.68
2016Detailed filing. Detailed filing data is available for this year.$6.63$1.38$5.25$7.10$6.63$0.47
2015Detailed filing. Detailed filing data is available for this year.$5.76$1.18$4.58$7.00$6.61$0.39
2014Detailed filing. Detailed filing data is available for this year.$5.36$1.01$4.35$7.19$7.14$0.05
2013Detailed filing. Detailed filing data is available for this year.$5.33$1.03$4.30$7.19$6.62$0.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.69$1.00$3.69$6.43
2011Summary only. Only limited summary data is available for this year.$4.25$0.98$3.27$6.95$6.50$0.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$11,656,523
Mission and Program Overview

Mission

Our mission is to develop and produce innovative, multi-disciplinary, evidence-based and clinically relevant medical and nursing courses/conferences (activities) free of commerical bias, which enhances the knowledge of health care provider attendees resulting in improved clinical competence.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$7,536,924$7,929,469▲ $392,545
Investments Other Securities$430,432$460,441▲ $30,009
Cash and Non-Interest-Bearing Accounts$768,267$333,298▼ $434,969
Receivables From Officers Etc$236,513$228,394▼ $8,119
Inventories for Sale or Use$14,145$14,145→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$9,643,148$9,710,481▲ $67,333
Other Assets Total$656,867$744,734▲ $87,867
Liabilities
Other Liabilities$1,474,510$1,516,087▲ $41,577
Accounts Payable and Accrued Expenses$29,163$20,147▼ $9,016
Total Liabilities$1,503,673$1,536,234▲ $32,561
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,139,475$8,174,247▲ $34,772
Total Net Assets Fund Balance$8,139,475$8,174,247▲ $34,772
Total Liabilities and Net Assets / Fund Balance$9,643,148$9,710,481▲ $67,333

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$57,476$57,476
Other Assets Org$744,734--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James Goodrich Ba CmpCEOFT$302,000$393,721$695,721
Maria Craig BaCFO/COOFT$296,000$299,373$595,373
Alexandria D MoralesEmployeeFT$142,000$21,540$163,540
Angela M DimitriEmployeeFT$112,867-$112,867
Allen Nan MdBoard Member-$7,700-$7,700
James Topic MdBoard Member-$3,400-$3,400
Cecele Quaintance RnmsChairman of the Board-$1,500-$1,500
Terese Baker MbaBoard Member-$1,500-$1,500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,828,351
Investment Income
$547,413
Other Revenue
$16,631
Change in Net Assets
$-495,617
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,223,868
Salaries, Compensation, and Employee Benefits$2,664,144
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$4,637,890$164,959-$4,802,849
Current Officers, Directors, Trustees, and Key Employees$1,997,153$105,113-$2,102,266
Advertising$1,241,281$79,638-$1,320,919
Travel$503,507--$503,507
Other Employee Benefits$437,222$23,012-$460,234
Information Technology$220,007--$220,007
Payroll Taxes$96,562$5,082-$101,644
Fees for Service Investment Mgmnt Fees-$62,678-$62,678
Other Expenses$43,700--$43,700
Occupancy$16,276$4,069-$20,345
Office Expenses$8,119$11,602-$19,721
Fees for Services Accounting-$18,150-$18,150
Insurance-$14,847-$14,847
Fees for Services Other-$12,650-$12,650
Fees for Services Legal-$300-$300
Total Functional Expenses$9,385,912$502,100$0$9,888,012
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$236,513$228,394▼ $8,119
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advanced Payments for Education Programs$1,516,087
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Form 990 and all schedules, as well as ca form 199, are completed and then emailed to each member of the board of trustees for approval. After the returns are approved, all forms are sent to appropriate agencies.”

Form 990, Part VI, Section B, Line 12C

“All officers, board of trustees, planning committee and employees must complete a "disclosure form" at the beginning of each year. The board of trustees review all staff, board and planning committee disclosure forms. If there are any conflicts or potential conflicts of interest by any person mentioned above, by company written policy, conflict resolution occurs. If conflict cannot be resolved, the person with conflict(s) has the option to become disinterested or terminate their association with symposia medicus.”

Form 990, Part VI, Section B, Line 15

“The company's ceo and other officers have their compensation package set by the board of trustees. Compensation is set by using a compilation of comparability data from various online sources. Annual bonuses are set by board of trustees based on company's performance in prior fiscal year.”

Form 990, Part VI, Section C, Line 19

“The company's governing documents, conflict of interest policy, and current month and past year financial statements are available upon request (phone 925-969-1789) or by email : [email protected]. Our irs form 990 and all schedules and ca 199 are posted on the "guidestar" website (www.guidestar.com) and are available for review by anyone.”

Filing and Contact Details

Filer

Filer Name
Symposia Medicus
EIN
94-2515474
Phone
9259691789
Address
399 TAYLOR BLVD SUITE 102, PLEASANT HILL, CA 94523

Signing Officer

Name
James Goodrich
Title
CFO/COO
Phone
9259691789
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maria Craig Baldwin
Formed
1978
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
4
Employees
11
Volunteers
0

Preparer

Firm
Buckley Patchen
Address
PO BOX 5288, WALNUT CREEK, CA 94596
Preparer
Daniel J Sullivan
Phone
9259372727
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 5, NET UNREALIZED GAINS ON INVESTMENTS:

“Symposia medicus incurred unrealized gains/(losses) on investments in the amount of $530,389.”

Raw XML AppendixShowing 400 of 488 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
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IRS990/MissionDesc0OUR MISSION IS TO DEVELOP AND PRODUCE INNOVATIVE, MULTI-DISCIPLINARY, EVIDENCE-BASED AND CLINICALLY RELEVANT MEDICAL AND NURSING COURSES/CONFERENCES (ACTIVITIES) FREE OF COMMERICAL BIAS, WHICH ENHANCES THE KNOWLEDGE OF HEALTH CARE PROVIDER ATTENDEES RESULTING IN IMPROVED CLINICAL COMPETENCE.
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IRS990/PrincipalOfficerNm0MARIA CRAIG BALDWIN
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JAMES GOODRICH BA CMP
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MARIA CRAIG BA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2ALEXANDRIA D MORALES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CFO/COO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2EMPLOYEE
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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0LINE 6A - THE TWO TOP EXECUTIVES OF SYMPOSIA MEDICUS RECEIVE A BONUS IN JANUARY IF THE COMPANY ENDS PREVIOUS FISCAL YEAR WITH A SURPLUS. IN ADDITION THEY RECEIVE (ALONG WITH THE REST OF STAFF) A HOLIDAY BONUS IN DECEMBER OF 4% OF BASE SALARY IF THE COMPANY ENDS YEAR WITH A SURPLUS. THESE BONUS AMOUNTS ARE SET/APPROVED BY THE BOARD OF TRUSTEES.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, LINE 6A
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0HOUSING
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0300000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0MARIA CRAIG BALDWIN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0CFO/COO
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0MARIA CRAIG BALDWIN, CFO & COO OF SYMPOSIA MEDICUS, RECEIVED A LOAN FROM THE ORGANIZATION DURING 2014 IN THE AMOUNT OF $300,000 TO BE USED FOR A HOME LOAN. AT YEAR END 12/31/2024, THE BALANCE DUE ON THE LOAN WAS $228,394. AND WAS IN GOOD STANDING. THE LOAN WAS APPROVED BY THE BOARD OF TRUSTEES AND IS DOCUMENTED BY A WRITTEN AGREEMENT.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART II
IRS990ScheduleL/TotalBalanceDueAmt0228394
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 AND ALL SCHEDULES, AS WELL AS CA FORM 199, ARE COMPLETED AND THEN EMAILED TO EACH MEMBER OF THE BOARD OF TRUSTEES FOR APPROVAL. AFTER THE RETURNS ARE APPROVED, ALL FORMS ARE SENT TO APPROPRIATE AGENCIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL OFFICERS, BOARD OF TRUSTEES, PLANNING COMMITTEE AND EMPLOYEES MUST COMPLETE A "DISCLOSURE FORM" AT THE BEGINNING OF EACH YEAR. THE BOARD OF TRUSTEES REVIEW ALL STAFF, BOARD AND PLANNING COMMITTEE DISCLOSURE FORMS. IF THERE ARE ANY CONFLICTS OR POTENTIAL CONFLICTS OF INTEREST BY ANY PERSON MENTIONED ABOVE, BY COMPANY WRITTEN POLICY, CONFLICT RESOLUTION OCCURS. IF CONFLICT CANNOT BE RESOLVED, THE PERSON WITH CONFLICT(S) HAS THE OPTION TO BECOME DISINTERESTED OR TERMINATE THEIR ASSOCIATION WITH SYMPOSIA MEDICUS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPANY'S CEO AND OTHER OFFICERS HAVE THEIR COMPENSATION PACKAGE SET BY THE BOARD OF TRUSTEES. COMPENSATION IS SET BY USING A COMPILATION OF COMPARABILITY DATA FROM VARIOUS ONLINE SOURCES. ANNUAL BONUSES ARE SET BY BOARD OF TRUSTEES BASED ON COMPANY'S PERFORMANCE IN PRIOR FISCAL YEAR.

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