Synergy Public School (EIN 810695212) - 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

2015

Legal Domicile

Principal Officer

Lori Weiss

Phone

4804161070

Tax Period

2023-07-01 to 2024-06-30

Synergy Public School, founded in 2015, is a community nonprofit in the Education sector that reported $7.5M in total revenue in fiscal year 2023. Expenses of $6.8M left a modest 10% surplus.

Mission

The mission of Synergy Public Schools is to ensure that all children experience a challenging and progressive child-centered educational program that fosters a love of learning and empowers student to be productive, caring and responsible citizens that are college and career ready.

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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 $7,197,026

Program Service Revenue $232,764

Investment Income $102,685

Other Revenue $0

TOTAL REVENUE $7,532,475

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,647,244

Fundraising Expenses $0

Program Expenses $6,025,628

Other Expenses $3,142,544

TOTAL EXPENSES $6,789,788

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,532,475	$7,162,859	+0.1%
Expenses	$6,789,788	$6,754,784	+0.0%
Net Income	$742,687	$408,075	+0.8%

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Judith Ambelang	Director	1.00	Director	$0	$0	$0
Julie Moroschan	Director	1.00	Director	$0	$0	$0
Jean O'Callaghan	Director	1.00	Director	$0	$0	$0
Tim Reardon	Director	1.00	Director	$0	$0	$0
Paige Soucie	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	$7,532,475	$6,789,788	$18,437,318	$742,687
2023	$7,162,859	$6,754,784	$18,540,550	$408,075
2022	$6,618,622	$5,772,966	$17,501,202	$845,656
2021	$4,484,361	$4,196,146	$12,759,694	$288,215
2019	$3,607,376	$3,237,613	$1,336,719	$369,763

Synergy Public School