2024-10-09T12:20:41-05:00 2023-12-31 942302150 BUCKLEY PATCHEN PO BOX 5288 WALNUT CREEK CA 94596 990 2023-01-01 942515474 SYMPOSIA MEDICUS SYMP 9259691789 399 TAYLOR BLVD SUITE 102 PLEASANT HILL CA 94523 JAMES GOODRICH CEO 9259691789 2024-10-09 1 1 DANIEL J SULLIVAN P00296193 9259372727 2024-10-09 2023 2024-10-15 13:58:12Z MARIA CRAIG BALDWIN 399 TAYLOR BLVD SUITE 102 PLEASANT HILL CA 94523 11192012 0 1 X WWW.SYMPOSIAMEDICUS.ORG X 1978 CA 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. 6 4 0 0 0 0 0 0 6772557 9856657 88547 231617 19449 14415 6880553 10102689 0 0 0 0 1938069 2119266 0 0 0 5917707 7336580 7855776 9455846 -975223 646843 8128539 9643148 1519207 1503673 6609332 8139475 X 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. 0 0 9010528 10102689 CONTINUING MEDICAL AND NURSING EDUCATION IS OUR ONLY PROGRAM SERVICE. 9010528 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 141 0 0 0 0 0 0 0 0 0 0 0 0 X 6 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X MARIA C BALDWIN CFOCOO SYMPOSIA 9259691789 399 TAYLOR BLVD SUITE 102 PLEASANT HILL CA 94523 JAMES GOODRICH BA CMP CEO 40.00 X X 536507 0 0 MARIA CRAIG BA CFO/COO 40.00 X X 455013 0 0 CECELE QUAINTANCE RNMS CHAIRMAN OF THE BOARD 0.50 X 1500 0 0 JAMES TOPIC MD BOARD MEMBER 0.50 X 2500 0 0 TERESE BAKER MBA BOARD MEMBER 0.50 X 1500 0 0 ALLEN NAN MD BOARD MEMBER 0.50 X 10800 0 0 ALEXANDRIA D MORALES EMPLOYEE 40.00 X 151655 0 0 ANGELA M DIMITRI EMPLOYEE 40.00 X 109520 0 0 1268995 0 0 4 0 1 0 0 MEDICAL & NURSING CONFERENCE 611430 9856657 9856657 9856657 192778 192778 636 636 14415 0 14415 14415 14415 1126310 1216 1086417 2906 39893 -1690 38203 38203 10102689 10102689 0 0 1685371 1601102 84269 345259 327996 17263 88636 84204 4432 30 30 2175 2175 56093 56093 13700 13700 1276555 1158482 118073 180502 180502 21259 17007 4252 387363 387363 5150232 5017174 133058 11973 11973 900 MEETING OPERATIONAL 198106 198106 900 MEETING OPERATIONAL 38592 38592 9455846 9010528 445318 0 301558 768267 6495297 7536924 244377 236513 14145 14145 57476 57476 0 0 406969 430432 666193 656867 8128539 9643148 25949 29163 1493258 1474510 1519207 1503673 X 6609332 8139475 6609332 8139475 8128539 9643148 X 646843 883300 0 X 0 0 0 X 8514602 1990757 6332397 6776100 9856657 33470513 8514602 1990757 6332397 6776100 9856657 33470513 0 0 0 33470513 224230 258695 710380 107996 246033 1547334 224230 258695 710380 107996 246033 1547334 8738832 2249452 7042777 6884096 10102690 35017847 0.95580 0.95490 0.04420 0.04510 X 57476 57476 0 0 PREPAID EXPENSE 656867 656867 ADVANCED PAYMENTS FOR EDUCATION PROGRAMS 1474510 1474510 0 0 0 0 0 1 0 0 0 JAMES GOODRICH BA CMP CEO 302000 0 234507 0 0 0 0 0 0 0 536507 0 0 0 MARIA CRAIG BA CFO/COO 296000 0 159013 0 0 0 0 0 0 0 455013 0 0 0 ALEXANDRIA D MORALES EMPLOYEE 142000 0 9655 0 0 0 0 0 0 0 151655 0 0 0 SCHEDULE J, LINE 6A LINE 6A - THE TWO TOP EXECUTIVES OF SYMPOSIA MEDICUS RECEIVE A BONUS IN JANUARY IF THE 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 THE COMPANY ENDS YEAR WITH A SURPLUS. THESE BONUS AMOUNTS ARE SET/APPROVED BY THE BOARD OF TRUSTEES. MARIA CRAIG BALDWIN VP & COO HOUSING X 300000 236513 0 1 1 236513 SCHEDULE L, PART II 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 12/31/2022, THE BALANCE DUE ON THE LOAN WAS $236,513. AND WAS IN GOOD STANDING. THE LOAN WAS APPROVED BY THE BOARD OF TRUSTEES AND IS DOCUMENTED BY A WRITTEN AGREEMENT. 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 : INFO@SYMPOSIAMEDICUS.ORG. 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. FORM 990, PART XI, LINE 5, NET UNREALIZED GAINS ON INVESTMENTS: SYMPOSIA MEDICUS INCURRED UNREALIZED GAINS/(LOSSES) ON INVESTMENTS IN THE AMOUNT OF $883,300.