SYNERGY IN ACTION INC (EIN 263336547) - 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

2010

Legal Domicile

Principal Officer

JULIE GRIGG

Phone

8288590259

Tax Period

2023-07-01 to 2024-06-30

SYNERGY IN ACTION INC, founded in 2010, is a community nonprofit in the Human Services sector that reported $1.2M in total revenue in fiscal year 2023. Revenue decreased 20% compared to the prior year.

Mission

TO SUPPORT, CARE FOR AND TRAIN PERSONS WITH ANY MENTAL AND/OR PHYSICAL DISABILITY BY PROVIDING INDIVIDUALIZED, QUALITY, AFFORDABLE SERVICES IN A SAFE, STRUCTURED, AND SPIRITIUAL SETTING.

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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 $6,415

Program Service Revenue $1,194,612

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,201,027

Expense Breakdown

Grants Paid $0

Salaries & Benefits $930,619

Fundraising Expenses $1,864

Program Expenses $1,272,808

Other Expenses $362,729

TOTAL EXPENSES $1,293,348

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,201,027	$1,495,460	-0.2%
Expenses	$1,293,348	$1,579,443	-0.2%
Net Income	$-92,321	$-83,983	+0.1%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAULA CULBRETH	BOARD OF ADV	N/A	Director	$0	$0	$0
CAROL WOFFORD	OPERATIONS A	N/A	Director	$0	$0	$0
PENNY ZUNIGA	BOARD OF ADV	N/A	Director	$0	$0	$0
JULIE GRIGG	EXECUTIVE DI	N/A	Officer	$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	$1,201,027	$1,293,348	$288,776	$-92,321
2023	$1,495,460	$1,579,443	$346,586	$-83,983
2022	$1,184,744	$1,463,683	$201,345	$-278,939
2021	$1,555,504	$1,475,062	$479,568	$80,442
2020	$1,859,491	$1,487,181	$419,745	$372,310
2019	$1,490,290	$1,507,002	$46,332	$-16,712
2018	$1,471,330	$1,437,645	$61,784	$33,685

SYNERGY IN ACTION INC