WM SYMPOSIA INC

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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

2024-07-01 to 2025-06-30

WM SYMPOSIA INC, founded in 1992, is a community nonprofit in the Environment sector that reported $6.1M in total revenue in fiscal year 2024. The organization ran a surplus of $1.7M, a strong 28% operating margin.

Mission

DEVELOP AN UNDERSTANDING OF THE NUCLEAR ENVIRONMENT.

Program Service Accomplishments

Program 1

Expenses: $3,379,368 Revenue: $5,271,415

DEVELOPING AN UNDERSTANDING OF THE NUCLEAR ENVIRONMENT THROUGH ORGANIZING AND HOLDING AN ANNUAL WASTE MANAGEMENT SYMPOSIUM AND SUPPORTING UNIVERSITY CURRICULA AND RESEARCH PROGRAMS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $532,385

Program Service Revenue $5,140,962

Investment Income $275,311

Other Revenue $130,453

TOTAL REVENUE $6,079,111

Expense Breakdown

Grants Paid $328,000

Salaries & Benefits $2,006,212

Fundraising Expenses $0

Program Expenses $3,379,368

Other Expenses $2,018,662

TOTAL EXPENSES $4,352,874

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,079,111	$5,862,959	+0.0%
Expenses	$4,352,874	$4,199,744	+0.0%
Net Income	$1,726,237	$1,663,215	+0.0%

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

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

$278,750

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG MEYER	CHAIR	4.00	Officer 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
SANDRA FAIRCHILD	DIRECTOR	2.00	Director	$0	$0	$0
LINDA KOBEL	DIRECTOR	2.00	Director	$0	$0	$0
KAPILA FERNANDO	DIRECTOR	2.00	Director	$0	$0	$0
CATHY HICKEY	DIRECTOR	2.00	Director	$0	$0	$0
WES HINES	DIRECTOR	2.00	Director	$0	$0	$0
KRISTEN ELLIS	DIRECTOR	2.00	Director	$0	$0	$0
CRAIG MICHALUK	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN WALTER	MANAGING DIRECTOR	40.00	Officer	$278,750	$0	$278,750
MAURYA PALMER	CONFERENCE DIRECTOR	40.00	Highest	$119,166	$13,131	$132,297

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
2025	$6,079,111	$4,352,874	$8,913,322	$1,726,237
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