SYNERGY SERVICES INC (EIN 430970674) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1971

Legal Domicile

Phone

8165874100

Tax Period

2024-01-01 to 2024-12-31

SYNERGY SERVICES INC, founded in 1971, is a mid-sized nonprofit in the Human Services sector that reported $22.1M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $4.8M, a strong 22% operating margin.

Mission

AS A VIOLENCE PREVENTION AND INTERVENTION AGENCY, SYNERGY SERVICES' MISSION IS TO STRENGTHEN THE COMMUNITY THROUGH CRISIS RESPONSE, SHELTER, COUNSELING, ADVOCACY AND EDUCATION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $21,687,161

Program Service Revenue $212,702

Investment Income $242,253

Other Revenue $-72,972

TOTAL REVENUE $22,069,144

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,204,355

Fundraising Expenses $704,272

Program Expenses $14,862,758

Other Expenses $4,012,785

TOTAL EXPENSES $17,261,140

Year-over-Year Comparison

	2024	2023	Change
Revenue	$22,069,144	$24,009,340	-0.1%
Expenses	$17,261,140	$16,496,898	+0.0%
Net Income	$4,808,004	$7,512,442	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

295

Volunteers

2622

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

$571,461

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHERYL GIVENS	TREASURER	1.0	Officer Director	$0	$0	$0
JIM CANIGLIA	BOARD CHAIR	1.0	Officer Director	$0	$0	$0
LAURE CHRISTENSEN	SECRETARY	1.0	Officer Director	$0	$0	$0
RYAN POWELL	VICE CHAIR	1.0	Officer Director	$0	$0	$0
AMANDA RICHARDSOON	VICE CHAIR/PRGM SVCS COMMITTEE CO-CHAIR	1.0	Director	$0	$0	$0
CASSIE DAWALT	MEMBER AT LARGE	1.0	Director	$0	$0	$0
DUSTIN KERR	MEMBER AT LARGE	1.0	Director	$0	$0	$0
GREG PERSONELLI	PAST BOARD CHAIR	1.0	Director	$0	$0	$0
JOHNNY WALLER JR	MEMBER AT LARGE	1.0	Director	$0	$0	$0
LAUREN KEPLER	MEMBER AT LARGE	1.0	Director	$0	$0	$0
MARY BETH BIGA	MEMBER AT LARGE	1.0	Director	$0	$0	$0
MICHAEL RUSSELL	MEMBER AT LARGE	1.0	Director	$0	$0	$0
MICHELLE BROWN	PAST BOARD CHAIR	1.0	Director	$0	$0	$0
MICHELLE LEHRMAN	MEMBER AT LARGE	1.0	Director	$0	$0	$0
RACHEL PRICE	MEMBER AT LARGE	1.0	Director	$0	$0	$0
ROSEMARY SALERNO	MEMBER AT LARGE	1.0	Director	$0	$0	$0
RYAN MILLER	MEMBER AT LARGE	1.0	Director	$0	$0	$0
TERI NEWHOUSE	MEMBER AT LARGE	1.0	Director	$0	$0	$0
TOM ISENBERG	PAST BOARD CHAIR	1.0	Director	$0	$0	$0
TOMMY TAYLOR	PAST BOARD CHAIR	1.0	Director	$0	$0	$0
VANESSA NEW	MEMBER AT LARGE	1.0	Director	$0	$0	$0
WAYNE THREATT	MEMBER AT LARGE	1.0	Director	$0	$0	$0
DENNIS MEIER	CO-EXECUTIVE DIRECTOR	50.0	Officer	$230,654	$11,811	$242,465
ROBIN WINNER	CO-EXECUTIVE DIRECTOR	50.0	Officer	$188,783	$5,824	$194,607
TARYN WATERS	VP OF FINANCE	40.0	Officer	$106,552	$27,837	$134,389
JENNIFER VERNON	VP of Clinical Services	40.0	Highest	$111,658	$16,452	$128,110
JONI SCHWAN	VP OF HUMAN RESOURCES	40.0	Highest	$125,647	$12,355	$138,002
KAKI CONTI	VP OF DEVELOPMENT	40.0	Highest	$135,233	$34	$135,267
ROBERT VETTER	VP OF GRANTS	40.0	Highest	$119,352	$15,392	$134,744
SARA BRAMMER	VP of Domestic Violence Services	40.0	Highest	$111,172	$37,652	$148,824

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
2024	$22,069,144	$17,261,140	$26,274,668	$4,808,004
2023	$24,009,340	$16,496,898	$20,296,287	$7,512,442
2022	$15,621,058	$15,011,818	$12,934,369	$609,240
2021	$16,867,812	$14,286,109	$12,980,529	$2,581,703
2020	$12,791,535	$12,624,158	$12,249,854	$167,377
2019	$9,512,165	$10,207,540	$10,524,746	$-695,375
2018	$8,984,564	$9,311,010	$10,646,192	$-326,446

SYNERGY SERVICES INC