Source of Synergy Foundation Inc (EIN 261592942) - 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

2007

Legal Domicile

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.

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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 $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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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

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

$61,505

Total Directors

$53,000

Key Employees

Highest Compensated

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

Source of Synergy Foundation Inc