Synergy 365 FY2023 filing

Not tax-deductible

Lemoore, CAMutual-benefit / member-servingCommunity Development EIN 83-3287663Revenue $340K in FY2023

On file with the IRS555 E St, 93245-2617 · Lemoore, CATax-exempt since May 2021

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Synergy 365 was established for the purpose of holding title to property, collecting income therefrom, and turning over the entire amount to Avenal Community Health Center, an organization that is exempt from federal income tax under section 501(a) of the Internal Revenue Code as an organization described in section 501(c)(3). Aria Community Health Center is a federally qualified and licensed primary care clinic that provides Medical, Dental, Optometry and Specialty Care to under-served communities. Synergy 365 commenced activities related to its exempt purpose.

100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

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FY2023 · Form 990Independent: from IRS data, not the org
Download 990
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $621K a year · 70% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
6 mo
of spending, in cash
Looks good: 5.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$2.3M
58% of total assets
Fine: liabilities are 58% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$340K
-32% vs prior year
Spent
$321K
To programs
100%
Net assets
$1.7M
By yearFY2020–FY2024
Revenue
$340K
FY2023▼ -32%
Tap a bar for its year
Revenue by fiscal year
FY2020$822K
FY2021$2.5M
FY2022$498K
FY2023$340K
FY2024$340K
Expenses
$321K
FY2023▲ +18%
Tap a bar for its year
Expenses by fiscal year
FY2020$155K
FY2021$275K
FY2022$271K
FY2023$321K
FY2024$331K
Net assets
$1.7M
FY2023▼ -46%
Tap a bar for its year
Net assets by fiscal year
FY2020$667K
FY2021$2.8M
FY2022$3.1M
FY2023$1.7M
FY2024$1.5M

From the FY2023 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 2021.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $321K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

14 people listed on the 990.

Part VII, Section A · reportable compensation
President
$0Pt VII · Sec A
Secratery
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
See Synergy 365 executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Holds property and collects income to support a community health center.

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Provided by the organization

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1 program · $321K · in their own filed words · FY2023
01

Synergy 365 recorded intercompany revenue from its parent, Aria Community Health Center, for the use of the space in the building in which Aria Community Health Center operates a clinic (part of Aria Community Health Center's exempt purpose).

$321Kprogram expense

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$340K
Ln 12
Fees for servicesLn 2g$340K
Investment incomeLn 3$7
Money outPt IX
$321K
Ln 25
Programscol B$321K
Owns and owesPt X
$1.7M
net assets · Ln 32
Cash and savingsLn 1–2$156K
Total assetsLn 16$4.0M
LiabilitiesLn 26$2.3M
PeoplePt VI, VII
14
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$340K
Investment incomeLn 3$7
Total revenueLn 12$340K
Assets in detailPt X, end of year
CashLn 1$0
SavingsLn 2$156K
Cash and savings togetherLn 1–2$156K
Land, buildings, equipmentLn 10c$3.8M
Total assetsLn 16$4.0M
LiabilitiesLn 26$2.3M
Net assetsLn 32$1.7M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$889K$156K
Land, buildings, equipmentLn 10c$3.9M$3.8M
Total assetsLn 16$5.5M$4.0M
LiabilitiesLn 26$2.4M$2.3M
Net assetsLn 32$3.1M$1.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0$0
Grants to domestic individualsLn 2$0$0
Grants and assistance to foreign recipientsLn 3$0$0
Benefits paid to or for membersLn 4$0$0
Pay of current officers, directors and key staffLn 5$0$0$0$0
Pay of disqualified personsLn 6$0$0$0$0
Other salaries and wagesLn 7$0$0$0$0
Pension plan contributionsLn 8$0$0$0$0
Other employee benefitsLn 9$0$0$0$0
Payroll taxesLn 10$0$0$0$0
Management feesLn 11a$0$0$0$0
Legal feesLn 11b$0$0$0$0
Accounting feesLn 11c$0$0$0$0
Lobbying feesLn 11d$0$0$0$0
Professional fundraising feesLn 11e$0$0
Investment management feesLn 11f$0$0$0$0
Other fees for servicesLn 11g$0$0$0$0
Advertising and promotionLn 12$0$0$0$0
Office expensesLn 13$0$0$0$0
Information technologyLn 14$0$0$0$0
RoyaltiesLn 15$0$0$0$0
OccupancyLn 16$129K$129K$0$0
TravelLn 17$0$0$0$0
Travel and entertainment for public officialsLn 18$0$0$0$0
Conferences, conventions and meetingsLn 19$0$0$0$0
InterestLn 20$0$0$0$0
Payments to affiliatesLn 21$0$0$0$0
Depreciation, depletion and amortizationLn 22$167K$167K$0$0
InsuranceLn 23$0$0$0$0
All other expensesLn 24e$25K$25K$0$0
Total functional expensesLn 25$321K$321K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $340K$331K$9K$1.5M 990 PDF
FY2023 Viewing $340K$321K$19K$1.7M 990 PDF
FY2022 $498K$271K$227K$3.1M 990 PDF
FY2021 $2.5M$275K$2.2M$2.8M 990 PDF
FY2020 $822K$155K$667K$667K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $339,583 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $146,285$0
I-9 Program service revenuePrior year $339,576$339,576
I-10 Investment incomePrior year $0$7
I-11 Other revenuePrior year $11,941$0
I-12 Total revenuePrior year $497,802$339,583
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $271,020$321,057
I-18 Total expensesPrior year $271,020$321,057
I-19 Revenue less expensesPrior year $226,782$18,526
Part VI · Governance 10 of 10 board members independent, 1 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $339,583 across 5 lines filed
VIII-1h Total contributions, gifts and grants$0
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $339,576 · Unrelated business $0 · Excluded from tax $0$339,576
VIII-3 Investment incomeRelated to mission $7 · Unrelated business $0 · Excluded from tax $0$7
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $339,583 · Unrelated business $0 · Excluded from tax $0$339,583
Part IX · Statement of functional expenses $321,057 across 30 lines filed
IX-1 Grants to domestic organizationsPrograms $0$0
IX-2 Grants to domestic individualsPrograms $0$0
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $0 · Fundraising $0$0
IX-6 Pay of disqualified personsPrograms $0 · Management $0 · Fundraising $0$0
IX-7 Other salaries and wagesPrograms $0 · Management $0 · Fundraising $0$0
IX-8 Pension plan contributionsPrograms $0 · Management $0 · Fundraising $0$0
IX-9 Other employee benefitsPrograms $0 · Management $0 · Fundraising $0$0
IX-10 Payroll taxesPrograms $0 · Management $0 · Fundraising $0$0
IX-11a Management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11b Legal feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11c Accounting feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11d Lobbying feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11e Professional fundraising feesFundraising $0$0
IX-11f Investment management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11g Other fees for servicesPrograms $0 · Management $0 · Fundraising $0$0
IX-12 Advertising and promotionPrograms $0 · Management $0 · Fundraising $0$0
IX-13 Office expensesPrograms $0 · Management $0 · Fundraising $0$0
IX-14 Information technologyPrograms $0 · Management $0 · Fundraising $0$0
IX-15 RoyaltiesPrograms $0 · Management $0 · Fundraising $0$0
IX-16 OccupancyPrograms $128,738 · Management $0 · Fundraising $0$128,738
IX-17 TravelPrograms $0 · Management $0 · Fundraising $0$0
IX-18 Travel and entertainment for public officialsPrograms $0 · Management $0 · Fundraising $0$0
IX-19 Conferences, conventions and meetingsPrograms $0 · Management $0 · Fundraising $0$0
IX-20 InterestPrograms $0 · Management $0 · Fundraising $0$0
IX-21 Payments to affiliatesPrograms $0 · Management $0 · Fundraising $0$0
IX-22 Depreciation, depletion and amortizationPrograms $167,272 · Management $0 · Fundraising $0$167,272
IX-23 InsurancePrograms $0 · Management $0 · Fundraising $0$0
IX-24e All other expensesPrograms $25,047 · Management $0 · Fundraising $0$25,047
IX-25 Total functional expensesPrograms $321,057 · Management $0 · Fundraising $0$321,057
Part X · Balance sheet $3,952,286 assets, 18 lines filed
X-1 Cash, non-interest-bearing$0
X-2 Savings and temporary cash investmentsStart of year $888,597$156,402
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $651,206$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $15,434$11,754
X-10c Land, buildings and equipment, netStart of year $3,946,402$3,784,130
X-16 Total assetsStart of year $5,501,639$3,952,286
X-17 Accounts payable and accrued expensesStart of year $17,873$5,000
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $28,298$28,298
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-26 Total liabilitiesStart of year $2,426,406$2,285,647
X-27 Net assets without donor restrictionsStart of year $3,075,233$1,666,639
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $3,075,233$1,666,639
X-33 Total liabilities and net assetsStart of year $5,501,639$3,952,286
Part XI · Reconciliation of net assets $1,666,639 net assets at year end
XI-1 Total revenue$339,583
XI-2 Total expenses$321,057
XI-3 Revenue less expenses$18,526
XI-4 Net assets at start of year$3,075,233
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets−$1,427,120
XI-10 Net assets at end of year$1,666,639

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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