THE SYNERGY FOUNDATION INC (EIN 621386914) - 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

1989

Legal Domicile

Principal Officer

Kerleska Conerly

Phone

9013322227

Tax Period

2022-07-01 to 2023-06-30

THE SYNERGY FOUNDATION INC, founded in 1989, is a community nonprofit in the Mental Health sector that reported $1.8M in total revenue in fiscal year 2022. Revenue decreased 12% compared to the prior year. Expenses of $1.7M left a modest 4% surplus.

Mission

To empower individuals with drug and alcohol addictions and co-occurring disorders with the tools to transform their lives.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,247,462

Program Service Revenue $478,687

Investment Income $2,060

Other Revenue $43,953

TOTAL REVENUE $1,772,162

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,050,336

Fundraising Expenses $54,522

Other Expenses $659,041

TOTAL EXPENSES $1,709,377

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,772,162	$2,009,912	-0.1%
Expenses	$1,709,377	$1,533,310	+0.1%
Net Income	$62,785	$476,602	-0.9%

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

Total Directors

Key Employees

$134,611

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kerleska O Pete Conerly	Exec Director	045.00	Key Emp Highest	$134,611	$0	$134,611
Keithley J Barton	Board Chairman/Treas	005.00	Director	$0	$0	$0
Charles D Hamlett	Secretary	005.00	Director	$0	$0	$0
Jennifer D Danehy	Board Member	005.00	Director	$0	$0	$0
Lawrence L Crane Jr	Board Member	005.00	Director	$0	$0	$0
D Stephen Morrow	Board Member	005.00	Director	$0	$0	$0
Mott Ford	Board Member	005.00	Director	$0	$0	$0
Amy W Thomas	Board Member	005.00	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
2024	No data	No data	No data	No data
2023	$1,772,162	$1,709,377	$3,888,141	$62,785
2022	$2,009,912	$1,533,310	$3,840,103	$476,602
2021	$2,315,228	$1,411,200	$3,587,968	$904,028
2020	$1,694,394	$1,990,403	$2,694,712	$-296,009
2019	$2,179,586	$2,090,998	$2,808,957	$88,588
2018	$2,113,454	$2,031,895	$2,740,735	$81,559

THE SYNERGY FOUNDATION INC