BR SYMPOSIUM INC (EIN 823622780) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Principal Officer

STEPHEN M GREGOIRE

Phone

8478097358

Tax Period

2023-01-01 to 2023-12-31

BR SYMPOSIUM INC is a small nonprofit in the Community Improvement sector that reported $500K in total revenue in fiscal year 2023. Revenue surged 118% from the prior year, signaling strong growth momentum. The organization ran a surplus of $147K, a strong 29% operating margin.

Mission

BR SYMPOSIUM INC IS DEDICATED TO PROMOTING KNOWLEDGE AND TRAINING OF INSURANCE PROFESSIONALS AS IT RELATES TO CURRENT AND EMERGING ISSUES IN THE BUILDER'S RISK AND CONSTRUCTION INDUSTRY

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $499,802

Investment Income $0

Other Revenue $0

TOTAL REVENUE $499,802

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $352,421

TOTAL EXPENSES $352,421

Year-over-Year Comparison

	2023	2022	Change
Revenue	$499,802	$229,246	+1.2%
Expenses	$352,421	$265,810	+0.3%
Net Income	$147,381	$-36,564	-5.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY SCARIANO	PRESIDENT	0.50	Officer Director	$0	$0	$0
JON HELD	EXECUTIVE DIRECTOR	0.50	Officer Director	$0	$0	$0
STEPHEN GREGOIRE	TREASURER	2.00	Officer Director	$0	$0	$0
MARC GIOVANETTI	SECRETARY	1.00	Officer Director	$0	$0	$0
PHIL SILVERBERG	GENERAL COUNSEL	1.00	Director	$0	$0	$0
PATRICK KELLEHER	CONFERENCE CHAIR	1.50	Director	$0	$0	$0
JASON BEHRER	CONFERENCE CO CHAIR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$499,802	$352,421	$167,370	$147,381
2022	$229,246	$265,810	$19,989	$-36,564
2020	No data	$51,750	$177,608	No data
2019	$231,444	$216,585	$112,156	$14,859

BR SYMPOSIUM INC