Source of Synergy Foundation Inc

EIN: 261592942 501(c)(3) Environment

East Hampton, NY

Total Revenue
$199,949
Total Expenses
$274,334
Total Assets
$98,229
Net Assets
$95,712
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2007
Legal Domicile
NY
Principal Officer
Diane Williams
Phone
9173101722
Tax Period
2023-01-01 to 2023-12-31

Source of Synergy Foundation Inc, founded in 2007, is a small nonprofit in the Environment sector that reported $200K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. Expenses of $274K exceeded revenue, resulting in a 37% operating deficit.

Mission

Creating synergy among leaders for social change and disseminating information to the general public.

Program Service Accomplishments

Program 1
Expenses: $167,218 Revenue: $113,231

Holomovement: 80 visiomaries gathered in Sedona, AZ March 23-27, 2023 with one purpose: Igniting the Holomovement. They came from four continents to follow the evolutionary impulse to seed the future...

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Holomovement: 80 visiomaries gathered in Sedona, AZ March 23-27, 2023 with one purpose: Igniting the Holomovement. They came from four continents to follow the evolutionary impulse to seed the future of a vibrant, living Holomovement to address the challenges and opportunities facing todays worl. Igniting the Holomovement was co-hosted by Purpose Earth, an initiative of Unity Eart, a 501(c)(3) not-for-profit organization, and the Source of Synergy Foundation, a 501(c)(3) not-for-profit organization. The Source of Synergy was the primary administrative organizer of this gathering. The Holomovement is a ubifying world view for conscious collaboration accessing the interconnrctedness of all things in the universe. It is the rallying cry for radical collaboration, a social movement aligning each of our diverse purpose-driven efforts with a unifying worldview. Its a call to unity, not uniformity Guided by science and spirituality, the Holomovement invites you to join in this collective journey toward unity and social transformation. Sustainable, golobal transformation requires a cooperative network stretching out beyond our current silos of interest groups and individual organizational efforts. The Holomovement represents radical collaboration in action, founded in love, with a collective mission to support a global shift in consciousness while honoring the autonomy of each of our purpose-driven callings.

Program 2
Expenses: $68,283 Revenue: $60,806

The pupose of our main project, The Evolutionary Leaders Circle, is to collectively inspire, support and serve conscious evolution and to collectively c0-create and synergize a global network of...

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The pupose of our main project, The Evolutionary Leaders Circle, is to collectively inspire, support and serve conscious evolution and to collectively c0-create and synergize a global network of networks, organizations and individuals dedicated to accelerating the evolution of consciousness for the benefit of all life. Additionally, the Source of Synergy Foundation organizes Synergy Circles as prt of its mandate to expand synergt among like-minded people seeking to serve the highest good. Many Synergy Circles have been birthed by Evolutionary Leaders choosing to come together among areas of common interest or in local communities. A Synergy Circle of the Evolutionary Leaders Circle is an independent group of individuals led by two or more members of the Evolutionary Leaders Circle who are inspired by the work of the Source of Synergy Foundation (SOSF) and/or its Evolutionary Leaders (EL) project to join together in synergistic engagement. These are 23 active Synergy Circles with themes that include Art, Conscious Business, Economy, Education, UN Sustainable Development Goals, Unity & Peace, and many others.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $119,617
Program Service Revenue $79,605
Investment Income $712
Other Revenue $15
TOTAL REVENUE $199,949

Expense Breakdown

Grants Paid $1,000
Salaries & Benefits $102,233
Fundraising Expenses $0
Program Expenses $235,501
Other Expenses $171,101
TOTAL EXPENSES $274,334

Year-over-Year Comparison

2023 2022 Change
Revenue $199,949 $244,388 -0.2%
Expenses $274,334 $103,059 +1.7%
Net Income $-74,385 $141,329 -1.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
9
Independent Members
9
Employees
3
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
3
$61,505
Total Directors
7
$53,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Diane Williams President & Executive Director 4.00
Officer Director
$53,000 $0 $53,000
Denise Scotto Treasurer 1.00
Officer
$0 $0 $0
Susan Belchamber Secretary 1.00
Officer
$8,505 $0 $8,505
Barbara Layton Board Chair 4.00
Director
$0 $0 $0
Nancy Brown Vice Chair 4.00
Director
$0 $0 $0
Jackie Knechtel Director 1.00
Director
$0 $0 $0
Nina Meyerhof Director 1.00
Director
$0 $0 $0
Mitchell Rabin Director 1.00
Director
$0 $0 $0
Desiree Hurtak Director 1.00
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 No data No data No data No data
2024 No data No data No data No data
2023 $199,949 $274,334 $98,229 $-74,385
2022 $244,388 $103,061 $170,094 $141,327
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