Synergist (EIN 821780831) - 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

2017

Legal Domicile

Principal Officer

Sophie Eldridge

Phone

3054907149

Tax Period

2023-01-01 to 2023-12-31

Synergist, founded in 2017, is a small nonprofit in the Employment sector that reported $531K in total revenue in fiscal year 2023. Revenue surged 118% from the prior year, signaling strong growth momentum. The organization ran a surplus of $435K, a strong 82% operating margin.

Mission

SYNERGIST NETWORK SEEKS TO CONNECT WOMEN IN THE FIRST DECADE OF THEIR INVESTING CAREERS AND PROVIDE THEM WITH THE FACILITIES & BUSINESS ACUMEN CRITICAL FOR LONG-TERM SUCCESS.

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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 $527,728

Program Service Revenue $0

Investment Income $0

Other Revenue $3,560

TOTAL REVENUE $531,288

Expense Breakdown

Grants Paid $420

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $89,869

Other Expenses $95,504

TOTAL EXPENSES $95,924

Year-over-Year Comparison

	2023	2022	Change
Revenue	$531,288	$243,900	+1.2%
Expenses	$95,924	$105,973	-0.1%
Net Income	$435,364	$137,927	+2.2%

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

N/A

Volunteers

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
Elise Testa	Director	1.0	Director	$0	$0	$0
Jennifer Hwang	Director	1.0	Director	$0	$0	$0
Alexandra Ivanov	National Co-President	1.0	Officer Director	$0	$0	$0
Madeline Yudkin	National Co-President	1.0	Officer Director	$0	$0	$0
Bond Burnham	Director	1.0	Director	$0	$0	$0
Shayla Burnham	Director	1.0	Director	$0	$0	$0
Sophie Eldridge	Co-President	1.0	Officer 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	$531,288	$95,924	$649,448	$435,364
2022	$243,900	$105,973	$214,084	$137,927

Synergist