SINERGIA 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

1983

Legal Domicile

Principal Officer

LORECILDA BARCELONA

Phone

2126432840

Tax Period

2024-07-01 to 2025-06-30

SINERGIA INC, founded in 1983, is a mid-sized nonprofit in the Human Services sector that reported $13.8M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

PROVIDE SERVICE COORDINATION, DIRECT SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES & FAMILIES; HOUSING ASSISTANCE FOR FAMILIES AND OPERATE A PARENT CENTER FOR PARENTS OF CHILDREN WITH A RANGE OF DISABILITIES.

Program Service Accomplishments

Program 1

Expenses: $6,609,461 Revenue: $7,081,233

COMMUNITY RESIDENTIAL SERVICES - THE ORGANIZATION OPERATES A VARIETY OF COMMUNITY INTEGRATED RESIDENTIAL FACILITIES UNDER LICENSE FROM THE NYS OFFICE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES...

COMMUNITY RESIDENTIAL SERVICES - THE ORGANIZATION OPERATES A VARIETY OF COMMUNITY INTEGRATED RESIDENTIAL FACILITIES UNDER LICENSE FROM THE NYS OFFICE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES (OPWDD), WITH ONSITE RESIDENTIAL HABILITATION STAFF SUPPORT THAT WORK WITH RESIDENTS TO ACHIEVE COMMUNITY INCLUSION, INTEGRATION, INDEPENDENCE, AND PRODUCTIVITY. THESE SERVICES ARE DEVELOPED PREMISED ON PERSON CENTERED PRINCIPLES AND GOALS.

Program 2

Expenses: $2,371,708 Revenue: $2,911,179

COMMUNITY SERVICES - COMPRISED OF CATEGORIES OF MEDICAID WAIVER FEE FOR SERVICE ACTIVITIES INVOLVING THE DELIVERY OF SUPPORTS IN NON-CERTIFIED HOME AND COMMUNITY SETTINGS. THESE INCLUDE IN-HOME...

COMMUNITY SERVICES - COMPRISED OF CATEGORIES OF MEDICAID WAIVER FEE FOR SERVICE ACTIVITIES INVOLVING THE DELIVERY OF SUPPORTS IN NON-CERTIFIED HOME AND COMMUNITY SETTINGS. THESE INCLUDE IN-HOME RESPITE, IN-HOME RESIDENTIAL HABILITATION AND COMMUNITY HABILITATION.

Program 3

Expenses: $1,476,940 Revenue: $1,956,459

DAY HABILITATION AND THE SUPPLEMENTAL UP LIVING PROGRAM ENGAGES INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES IN A COMPREHENSIVE DAY PROGRAM THAT DEVELOPS THEIR EDUCATIONAL, SOCIAL, RECREATIONAL AND...

DAY HABILITATION AND THE SUPPLEMENTAL UP LIVING PROGRAM ENGAGES INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES IN A COMPREHENSIVE DAY PROGRAM THAT DEVELOPS THEIR EDUCATIONAL, SOCIAL, RECREATIONAL AND VOCATIONAL SKILLS.

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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 $1,495,336

Program Service Revenue $11,948,871

Investment Income $14,359

Other Revenue $363,522

TOTAL REVENUE $13,822,088

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,863,596

Fundraising Expenses $0

Program Expenses $11,766,905

Other Expenses $3,946,075

TOTAL EXPENSES $13,809,671

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,822,088	$12,019,371	+0.1%
Expenses	$13,809,671	$13,666,203	+0.0%
Net Income	$12,417	$-1,646,832	-1.0%

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

295

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

$343,225

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORECILDA BARCELONA	EXECUTIVE DI	35.00	Officer	$166,284	$36,609	$202,893
ANY NUNEZ	COMPTROLLER	35.00	Highest	$130,130	$20,028	$150,158
MILCA TAKATA	DEPUTY EXEC	35.00	Highest	$144,712	$315	$145,027
CHESTER MISAKI	CFO	35.00	Officer	$120,304	$20,028	$140,332
LENNY MOISE	HR DIRECTOR	35.00	Highest	$116,716	$17,490	$134,206
ASUNCION MUYALDE	DIRECTOR OF	35.00	Highest	$109,274	$646	$109,920
RAUL MUYALDE	RESPITE - NU	35.00	Highest	$100,926	$0	$100,926
ALLISON ABREU	DIRECTOR	0.23	Director	$0	$0	$0
ROBIN S BROWN	DIRECTOR	0.23	Director	$0	$0	$0
ROBIN S BROWN	DIRECTOR	0.23	Director	$0	$0	$0
WENDELL P BROWN	DIRECTOR	0.23	Director	$0	$0	$0
MARIA FIGUEROA	DIRECTOR	0.23	Director	$0	$0	$0
DONALD LASH	DIRECTOR	0.23	Director	$0	$0	$0
CHRISTINE LEWIS	2ND VICE PRE	0.23	Officer Director	$0	$0	$0
DORA MENDEZ	SECRETARY	0.23	Officer Director	$0	$0	$0
SHARON MOORE	DIRECTOR	0.23	Director	$0	$0	$0
ANA KOESSLER MSW	TREASURER	0.23	Officer Director	$0	$0	$0
CARMEN PAGAN	DIRECTOR	0.23	Director	$0	$0	$0
BERNICE MORO PHD	DIRECTOR	0.23	Director	$0	$0	$0
KALIRIS SALAS-RAMIREZ PHD	DIRECTOR	0.23	Director	$0	$0	$0
JOHNNY C RIVERA	PRESIDENT	0.23	Officer Director	$0	$0	$0
JOSEFINA ROSARIO	DIRECTOR	0.23	Director	$0	$0	$0
ANEM VOLCY	1ST VICE PRE	0.23	Officer Director	$0	$0	$0

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	$13,822,088	$13,809,671	$13,664,998	$12,417
2024	$12,019,371	$13,666,203	$13,213,375	$-1,646,832
2023	$12,537,040	$14,000,650	$7,011,188	$-1,463,610
2022	$13,322,789	$14,032,596	$6,793,248	$-709,807
2021	$12,774,248	$12,032,266	$7,511,266	$741,982
2020	$12,037,782	$12,524,517	$5,163,019	$-486,735
2019	$12,775,291	$12,769,280	$4,083,074	$6,011
2018	$12,145,495	$12,615,485	$4,594,472	$-469,990