Civic Intelligence

Symposia Medicus Inc.

990 • Fiscal year 2014 • EIN 94-2515474

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 05, 2015

Organization ProfileWWW.SYMPOSIAMEDICUS.ORG

View Organization Page

399 Taylor Blvd Ste 201Pleasant Hill, CA 94523

(925) 969-1789

Siviq Scores

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

Liabilities / Assets

50th percentile

0.19x

Higher debt load relative to assets than 50% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

43rd percentile

0.14x

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

42nd percentile

0.7%

Higher net margin than 42% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

85th percentile

$261,540

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

41st percentile

0.7%

Faster asset growth than 41% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

37th percentile

0.0%

Faster revenue growth than 37% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$5,360,094

Up $35,010 (+0.7%) from 2013

Net Assets

Up

$4,350,126

Up $53,826 (+1.3%) from 2013

Liabilities

Down

$1,009,968

Down $18,816 (-1.8%) from 2013

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin42nd percentile

Revenue

Up

$7,189,656

Up $3,320 (+0.0%) from 2013

Expenses

Up

$7,141,257

Up $521,757 (+7.9%) from 2013

Net Income

Down

$48,399

Down $518,437 (-91%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$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

2014

Assets$5,360,094
Liabilities$1,009,968
Net Assets$4,350,126
Open 2014 Filing

Operations Trend

Revenue Growth37th percentile

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

2014

Revenue$7,189,656
Expenses$7,141,257
Net Income$48,399
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 5, 2015
Return Version
2014v5.0
Gross Receipts
$7,570,497
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$4,015,305$3,450,457▼ $564,848
Receivables From Officers Etc$463,119$1,231,497▲ $768,378
Cash and Non-Interest-Bearing Accounts$335,821$335,072▼ $749
Investments Other Securities$250,000$250,000→ $0
Prepaid Expenses and Deferred Charges$242,757$69,977▼ $172,780
Inventories for Sale or Use$10,550$12,225▲ $1,675
Land, Buildings, and Equipment, Net$7,532$10,866▲ $3,334
Total Assets$5,325,084$5,360,094▲ $35,010
Liabilities
Other Liabilities$873,242$860,974▼ $12,268
Accounts Payable and Accrued Expenses$155,542$148,994▼ $6,548
Total Liabilities$1,028,784$1,009,968▼ $18,816
Net Assets / Fund Balance
Unrestricted Net Assets$4,296,300$4,350,126▲ $53,826
Total Net Assets Fund Balance$4,296,300$4,350,126▲ $53,826
Total Liabilities and Net Assets / Fund Balance$5,325,084$5,360,094▲ $35,010

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$10,866$45,497$56,363
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James GoodrichVP & CEOFT$191,000$70,540$261,540
Cheryl AbrahamPresident & CFOFT$160,417$61,500$221,917
Maria CraigVP & COOFT$160,000$47,750$207,750
Cecele Quintance RnmsBoard Member-$1,550-$1,550
Teresa BakerBoard Member-$1,550-$1,550
Robert Kadas MdChairman of the Board-$1,500-$1,500
James Topic MdBoard Member-$1,350-$1,350
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,078,176
Investment Income
$111,480
Other Revenue
$0
Change in Net Assets
$48,399
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,701,243
Salaries, Compensation, and Employee Benefits$1,440,014
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$4,234,963$41,480-$4,276,443
Advertising$704,313--$704,313
Current Officers, Directors, Trustees, and Key Employees-$697,157-$697,157
Other Salaries and Wages-$478,035-$478,035
Travel$324,505--$324,505
Other Employee Benefits-$188,942-$188,942
Office Expenses-$121,251-$121,251
Information Technology-$94,042-$94,042
Occupancy-$89,106-$89,106
Payroll Taxes-$75,880-$75,880
Fees for Services Management-$23,413-$23,413
Other Expenses$19,724--$19,724
Fees for Service Investment Mgmnt Fees-$19,015-$19,015
Insurance-$14,951-$14,951
Fees for Services Accounting-$5,125-$5,125
Fees for Services Other-$3,400-$3,400
Depreciation Depletion-$3,300-$3,300
Fees for Services Legal-$2,655-$2,655
Total Functional Expenses$5,283,505$1,857,752$0$7,141,257
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$463,119$1,231,497▲ $768,378
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advanced Payments for Education Programs$860,974
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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 11

“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 STE 201, PLEASANT HILL, CA 94523

Signing Officer

Name
James Goodrich
Title
CEO
Phone
9259691789
Signed
2015-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Goodrich
Formed
1978
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
4
Employees
17
Volunteers
0

Preparer

Firm
Buckleypatchenriemann & Hall
Address
2890 N MAIN ST SUITE 200, WALNUT CREEK, CA 94597-2739
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 losses on investments in the amount of $55,287.”

Raw XML AppendixShowing 400 of 481 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/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt016976
IRS990/PYOtherExpensesAmt05296609
IRS990/PYOtherRevenueAmt015725
IRS990/PYProgramServiceRevenueAmt07153635
IRS990/PYRevenuesLessExpensesAmt0566836
IRS990/PYSalariesCompEmpBnftPaidAmt01322891
IRS990/PYTotalExpensesAmt06619500
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07186336
IRS990/QuidProQuoContributionsInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0463119
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt01231497
IRS990/ReconcilationRevenueExpnssAmt048399
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt07162639
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04015305
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03450457
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt021507
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt016976
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt019140
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt030191
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt074327
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0162141
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07070356
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07153635
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt06803834
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt06923641
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt06446383
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt034397849
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt021507
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt016976
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt019140
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt030191
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt074327
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0162141
IRS990ScheduleA/InvestmentIncomeCYPct00.00470
IRS990ScheduleA/InvestmentIncomePYPct00.00540
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99530
IRS990ScheduleA/PublicSupportPY509Pct00.99460
IRS990ScheduleA/PublicSupportTotal509Amt034397849
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07070356
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07153635
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06803834
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt06923641
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt06446383
IRS990ScheduleA/Total509Grp/TotalAmt034397849
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07091863
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07170611
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt06822974
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt06953832
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt06520710
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt034559990
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt010866
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt045497
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt056363
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0860974
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ADVANCED PAYMENTS FOR EDUCATION PROGRAMS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010866
IRS990ScheduleD/TotalLiabilityAmt0860974
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd01
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0160417
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1191000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2160000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount061500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount170540
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount247750
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CHERYL ABRAHAM
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JAMES GOODRICH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2MARIA CRAIG
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1VP & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2VP & COO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0221917
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1261540
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2207750
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt20
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0LINE 6A - THE THREE TOP EXECUTIVES OF SYMPOSIA MEDICUS RECEIVE A BONUS IN JANUARY IF 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 COMPANY ENDS YEAR WITH A SURPLUS. THESE BONUS AMOUNTS ARE SET/APPROVED BY THE BOARD OF TRUSTEES.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, LINE 6A
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0293206
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt1639287
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt2299004
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd11
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd21
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd20
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd2X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0HOUSING
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1HOUSING
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt2HOUSING
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0309064
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt1646784
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt2300000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0JAMES GOODRICH
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1CHERYL HELMAN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm2MARIA CRAIG BALDWIN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0CEO/EXEC DIRECTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1CFO
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt2VP & COO
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd11
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd21
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0JAMES GOODRICH, CEO OF SYMPOSIA MEDICUS, RECEIVED A LOAN FROM THE ORGANIZATION DURING 2012 IN THE AMOUNT OF $309,064 TO BE USED FOR A HOME LOAN. AT YEAR END 12/31/2014, THE BALANCE DUE ON THE LOAN WAS $293,206 AND WAS IN GOOD STANDING. THE LOAN WAS APPROVED BY THE BOARD OF TRUSTEES AND IS DOCUMENTED BY A WRITTEN AGREEMENT.CHERYL HELMAN, CFO OF SYMPOSIA MEDICUS, RECEIVED A LOAN FROM THE ORGANIZATION DURING 2013 IN THE AMOUNT OF $166,000 AND A LOAN FROM THE ORGANIZATION DURING 2014 IN THE AMOUNT OF $480,784 TO BE USED FOR A HOME LOAN. AT YEAR END 12/31/2014, THE BALANCE DUE ON THE LOANS WAS $639,287 AND THEY WERE IN GOOD STANDING. THE LOANS WERE APPROVED BY THE BOARD OF TRUSTEES AND ARE DOCUMENTED BY A WRITTEN AGREEMENT.MARIA CRAIG BALDWIN, VP & 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 12/31/2014, THE BALANCE DUE ON THE LOAN WAS $299,004 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/TotalBalanceDueAmt01231497
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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SYMPOSIA MEDICUS INCURRED UNREALIZED LOSSES ON INVESTMENTS IN THE AMOUNT OF $55,287.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 5, NET UNREALIZED GAINS ON INVESTMENTS:

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,360,094
Liabilities
$1,009,968
Net assets
$4,350,126
Revenue
$7,189,656
Expenses
$7,141,257
Net income
$48,399
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