Civic Intelligence

Symposia Medicus Inc.

990 • Fiscal year 2017 • EIN 94-2515474

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 05, 2018

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

53rd percentile

0.19x

Higher debt load relative to assets than 53% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

53rd percentile

0.19x

Higher debt load relative to revenue than 53% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

65th percentile

8.7%

Higher net margin than 65% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

88th percentile

$302,640

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

78th percentile

16%

Faster asset growth than 78% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

60th percentile

8.8%

Faster revenue growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$7,711,214

Up $1,084,578 (+16%) from 2016

Net Assets

Up

$6,216,925

Up $966,919 (+18%) from 2016

Liabilities

Up

$1,494,289

Up $117,659 (+8.5%) from 2016

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin65th percentile

Revenue

Up

$7,724,928

Up $627,955 (+8.8%) from 2016

Expenses

Up

$7,049,654

Up $423,159 (+6.4%) from 2016

Net Income

Up

$675,274

Up $204,796 (+44%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2017

Assets$7,711,214
Liabilities$1,494,289
Net Assets$6,216,925
Open 2017 Filing

Operations Trend

Revenue Growth60th 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

2017

Revenue$7,724,928
Expenses$7,049,654
Net Income$675,274
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 5, 2018
Return Version
2017v2.3
Gross Receipts
$8,722,527
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$4,791,887$6,329,286▲ $1,537,399
Cash and Non-Interest-Bearing Accounts$754,125$770,769▲ $16,644
Receivables From Officers Etc$840,466$312,584▼ $527,882
Investments Other Securities$221,013$280,762▲ $59,749
Inventories for Sale or Use$13,050$14,145▲ $1,095
Land, Buildings, and Equipment, Net$6,095$3,668▼ $2,427
Total Assets$6,626,636$7,711,214▲ $1,084,578
Liabilities
Other Liabilities$1,215,793$1,344,787▲ $128,994
Accounts Payable and Accrued Expenses$160,837$149,502▼ $11,335
Total Liabilities$1,376,630$1,494,289▲ $117,659
Net Assets / Fund Balance
Unrestricted Net Assets$5,250,006$6,216,925▲ $966,919
Total Net Assets Fund Balance$5,250,006$6,216,925▲ $966,919
Total Liabilities and Net Assets / Fund Balance$6,626,636$7,711,214▲ $1,084,578

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,668$53,808$57,476
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James Goodrich Ba CmpTreasurerFT$224,750$77,890$302,640
Maria Craig BaSecretaryFT$215,000$69,500$284,500
Allen Nan MdBoard Member-$2,200-$2,200
James Topic MdBoard Member-$2,200-$2,200
Cecele Quaintance RnmsBoard Member-$1,000-$1,000
Robert Kadas MdChairman of the Board-$1,000-$1,000
Terri Baker MbaBoard Member-$1,000-$1,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,593,163
Investment Income
$131,765
Other Revenue
$0
Change in Net Assets
$675,274
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,674,015
Salaries, Compensation, and Employee Benefits$1,375,639
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$3,947,867$74,674-$4,022,541
Advertising$789,954--$789,954
Current Officers, Directors, Trustees, and Key Employees-$587,140-$587,140
Comp Disqual Persons-$514,299-$514,299
Travel$292,380--$292,380
Other Employee Benefits-$206,702-$206,702
Information Technology-$132,283-$132,283
Occupancy-$105,424-$105,424
Office Expenses-$72,083-$72,083
Payroll Taxes-$67,498-$67,498
Fees for Service Investment Mgmnt Fees-$34,923-$34,923
Other Expenses$25,755--$25,755
Insurance-$14,419-$14,419
Fees for Services Accounting-$6,875-$6,875
Fees for Services Other-$5,444-$5,444
Depreciation Depletion$2,427--$2,427
Fees for Services Legal-$2,043-$2,043
Total Functional Expenses$5,225,847$1,823,807$0$7,049,654
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$840,466$312,584▼ $527,882
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advanced Payments for Education Programs$1,344,787
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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 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 STE 201, PLEASANT HILL, CA 94523

Signing Officer

Name
James Goodrich
Title
CEO
Phone
9259691789
Signed
2018-09-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Goodrich
Formed
1978
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
5
Employees
14
Volunteers
0

Preparer

Firm
Buckley Patchen
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 gain on investments in the amount of $291,645.”

Raw XML AppendixShowing 400 of 467 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/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt07005881
IRS990/PYRevenuesLessExpensesAmt0470478
IRS990/PYSalariesCompEmpBnftPaidAmt01257128
IRS990/PYTotalExpensesAmt06626495
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07096973
IRS990/QuidProQuoContributionsInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0840466
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0312584
IRS990/ReconcilationRevenueExpnssAmt0675274
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt07717884
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04791887
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06329286
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0124721
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt045326
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt066408
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt021507
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt016976
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0274938
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07593163
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07003865
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt06883007
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07070356
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07153635
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt035704026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0124721
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt045326
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt066408
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt021507
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt016976
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0274938
IRS990ScheduleA/InvestmentIncomeCYPct00.00760
IRS990ScheduleA/InvestmentIncomePYPct00.00480
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99240
IRS990ScheduleA/PublicSupportPY509Pct00.99520
IRS990ScheduleA/PublicSupportTotal509Amt035704026
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07593163
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07003865
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06883007
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07070356
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt07153635
IRS990ScheduleA/Total509Grp/TotalAmt035704026
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07717884
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07049191
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt06949415
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07091863
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt07170611
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt035978964
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03668
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt053808
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt057476
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01344787
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ADVANCED PAYMENTS FOR EDUCATION PROGRAMS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03668
IRS990ScheduleD/TotalLiabilityAmt01344787
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd01
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0224750
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1215000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount077890
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount169500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JAMES GOODRICH BA CMP
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MARIA CRAIG BA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0302640
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1284500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0LINE 6A - THE TWO TOP EXECUTIVES OF SYMPOSIA MEDICUS RECEIVES 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/BalanceDueAmt032448
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt1280136
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd10
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/OriginalPrincipalAmt0309064
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt1300000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0JAMES GOODRICH
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1MARIA CRAIG BALDWIN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0CEO/EXEC DIRECTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1FORMER CFO (DECEASED)
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt2VP & COO
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd10
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 12/31/2017, THE BALANCE OF THE LOAN WAS $34,756 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. CHERYL WAS DECEASED IN 2015 AND THE LOAN WAS ASSUMED BY THE HELMAN FAMILY TRUST. THE LOAN WAS PAID IN FULL IN 2017. 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 12/31/2017, THE BALANCE DUE ON THE LOAN WAS $280,136 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/TotalBalanceDueAmt0312584
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 GAIN ON INVESTMENTS IN THE AMOUNT OF $291,645.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06626636
IRS990/TotalAssetsEOYAmt07711214
IRS990/TotalAssetsGrp/BOYAmt06626636
IRS990/TotalAssetsGrp/EOYAmt07711214
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01823807
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05225847
IRS990/TotalFunctionalExpensesGrp/TotalAmt07049654
IRS990/TotalGrossUBIAmt07044
IRS990/TotalLiabilitiesBOYAmt01376630

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,711,214
Liabilities
$1,494,289
Net assets
$6,216,925
Revenue
$7,724,928
Expenses
$7,049,654
Net income
$675,274
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