SYMPOSIA MEDICUS (EIN 942515474) - 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

1978

Legal Domicile

Principal Officer

MARIA CRAIG BALDWIN

Phone

9259691789

Tax Period

2023-01-01 to 2023-12-31

SYMPOSIA MEDICUS, founded in 1978, is a mid-sized nonprofit in the Education sector that reported $10.1M in total revenue in fiscal year 2023. Revenue surged 47% from the prior year, signaling strong growth momentum. Expenses of $9.5M left a modest 6% surplus.

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.

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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 $9,856,657

Investment Income $231,617

Other Revenue $14,415

TOTAL REVENUE $10,102,689

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,119,266

Fundraising Expenses $0

Program Expenses $9,010,528

Other Expenses $7,336,580

TOTAL EXPENSES $9,455,846

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,102,689	$6,880,553	+0.5%
Expenses	$9,455,846	$7,855,776	+0.2%
Net Income	$646,843	$-975,223	-1.7%

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

$991,520

Total Directors

$1,007,820

Key Employees

$151,655

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES GOODRICH BA CMP	CEO	40.00	Officer Director	$536,507	$0	$536,507
MARIA CRAIG BA	CFO/COO	40.00	Officer Director	$455,013	$0	$455,013
CECELE QUAINTANCE RNMS	CHAIRMAN OF THE BOARD	0.50	Director	$1,500	$0	$1,500
JAMES TOPIC MD	BOARD MEMBER	0.50	Director	$2,500	$0	$2,500
TERESE BAKER MBA	BOARD MEMBER	0.50	Director	$1,500	$0	$1,500
ALLEN NAN MD	BOARD MEMBER	0.50	Director	$10,800	$0	$10,800
ALEXANDRIA D MORALES	EMPLOYEE	40.00	Key Emp	$151,655	$0	$151,655
ANGELA M DIMITRI	EMPLOYEE	40.00	Highest	$109,520	$0	$109,520

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	$10,102,689	$9,455,846	$9,643,148	$646,843
2022	$6,880,553	$7,855,776	$8,128,539	$-975,223
2021	$7,060,600	$5,678,125	$9,548,049	$1,382,475
2020	$2,646,170	$3,704,617	$7,720,969	$-1,058,447
2019	$8,895,576	$8,209,020	$10,066,626	$686,556
2018	$8,631,685	$7,548,536	$8,493,364	$1,083,149

SYMPOSIA MEDICUS