WM SYMPOSIA INC (EIN 860709487) - 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

Formation Year

1992

Legal Domicile

Principal Officer

LOONG YONG

Phone

4805570263

Tax Period

2022-07-01 to 2023-06-30

WM SYMPOSIA INC, founded in 1992, is a community nonprofit in the Environment sector that reported $4.8M in total revenue in fiscal year 2022. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 22% operating margin.

Mission

DEVELOP AN UNDERSTANDING OF THE NUCLEAR ENVIRONMENT.

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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 (2022)

Revenue Breakdown

Contributions & Grants $474,730

Program Service Revenue $4,031,657

Investment Income $131,162

Other Revenue $112,941

TOTAL REVENUE $4,750,490

Expense Breakdown

Grants Paid $185,000

Salaries & Benefits $1,071,221

Fundraising Expenses $0

Program Expenses $3,066,424

Other Expenses $2,431,663

TOTAL EXPENSES $3,687,884

Year-over-Year Comparison

	2022	2021	Change
Revenue	$4,750,490	$3,736,137	+0.3%
Expenses	$3,687,884	$2,905,004	+0.3%
Net Income	$1,062,606	$831,133	+0.3%

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

Volunteers

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

$288,654

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRED E SHEIL	DIRECTOR	2.00	Director	$0	$0	$0
GEORGE DIALS	DIRECTOR	2.00	Director	$0	$0	$0
GREG MEYER	DIRECTOR	2.00	Director	$0	$0	$0
JAMES FIORE	DIRECTOR	2.00	Director	$0	$0	$0
JAMES GALLAGHER	CHAIRMAN OF THE BOARD	4.00	Officer Director	$0	$0	$0
ANGIE JONES	DIRECTOR	2.00	Director	$0	$0	$0
JOHN LONGENECKER	DIRECTOR	2.00	Director	$0	$0	$0
JOHN MATHIESON	SECRETARY	4.00	Officer Director	$0	$0	$0
LARRY CAMPER	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN STIGER	PRESIDENT	4.00	Officer Director	$0	$0	$0
OLAF OLDIGES	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT WEILER	DIRECTOR	2.00	Director	$0	$0	$0
LOONG YONG	TREASURER	2.00	Officer Director	$0	$0	$0
BILLY MORRISON	DIRECTOR	2.00	Director	$0	$0	$0
KAZUHIRO SUZUKI	DIRECTOR	2.00	Director	$0	$0	$0
BOB COCHRAN	DIRECTOR	2.00	Director	$0	$0	$0
KURT GERDES	DIRECTOR	2.00	Director	$0	$0	$0
HEATHERLY DUKES	DIRECTOR	2.00	Director	$0	$0	$0
SANDRA FAIRCHILD	DIRECTOR	2.00	Director	$0	$0	$0
LINDA KOBEL	DIRECTOR	2.00	Director	$0	$0	$0
PAT RECKERS	CFO	10.00	Officer	$114,650	$0	$114,650
GARY BENDA	DEPUTY MANAGING DIRECTOR	10.00	Officer	$174,004	$0	$174,004
SUSAN WALTER	MANAGING DIRECTOR	10.00	Officer	$0	$0	$0
JACQUELINE QUINTYNE	CONFERENCE MANAGER	40.00	Highest	$122,685	$6,282	$128,967

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	$4,750,490	$3,687,884	$5,151,279	$1,062,606
2022	$3,736,137	$2,905,004	$3,837,668	$831,133
2021	$1,097,058	$1,355,099	$3,410,011	$-258,041
2020	$3,261,897	$3,179,578	$3,378,261	$82,319
2019	$3,544,608	$3,016,715	$3,496,381	$527,893
2018	$3,313,893	$2,829,309	$3,078,482	$484,584

WM SYMPOSIA INC