SYNERGY 365

EIN: 833287663 Community Improvement

Lemoore, CA

Total Revenue
$339,583
Total Expenses
$321,057
Total Assets
$3,952,286
Net Assets
$1,666,639
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2018
Legal Domicile
CA
Principal Officer
Jean Oliver
Phone
5593864500
Tax Period
2023-01-01 to 2023-12-31

SYNERGY 365, founded in 2018, is a small nonprofit in the Community Improvement sector that reported $340K in total revenue in fiscal year 2023. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $321K left a modest 5% surplus.

Mission

Synergy 365 was established for the purpose of holding title to property, collecting income therefrom, and turning over the entire amount to Avenal Community Health Center, an organization that is exempt from federal income tax under section 501(a) of the Internal Revenue Code as an organization described in section 501(c)(3). Aria Community Health Center is a federally qualified and licensed primary care clinic that provides Medical, Dental, Optometry and Specialty Care to under-served communities. Synergy 365 commenced activities related to its exempt purpose. Synergy 365 received two building contributed to by ACHC and began to collect rent from Aria Community Health Center.

🔒

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%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $339,576
Investment Income $7
Other Revenue $0
TOTAL REVENUE $339,583

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $321,057
Other Expenses $321,057
TOTAL EXPENSES $321,057

Year-over-Year Comparison

2023 2022 Change
Revenue $339,583 $497,802 -0.3%
Expenses $321,057 $271,020 +0.2%
Net Income $18,526 $226,782 -0.9%
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

Sign In

Governance

Voting Members
10
Independent Members
10
Employees
N/A
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
3
$757,188
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
John Blaine President 2
Officer
$0 $0 $453,531
Jenelle Mason Secratery 2.00
Officer
$0 $0 $164,429
Jean Olivier Treasurer 2
Officer
$0 $0 $139,228
Andrew Miller Treasurer 2.00
$0 $0 $116,973
Carolina Jurado Director 0.50
Director
$0 $0 $0
Lissette Padilla Director 0.50
Director
$0 $0 $0
Domenica Sanchez Director 0.5
Director
$0 $0 $0
Randy Beddoe Director 0.50
Director
$0 $0 $0
Elizabeth Jaramillo Director 0.5
Director
$0 $0 $0
Teri Boggess Director 0.50
Director
$0 $0 $0
Horace Steward Director 0.5
Director
$0 $0 $0
Paul Gonzales Director 0.5
Director
$0 $0 $0
Delia Vigil Director 0.5
Director
$0 $0 $0
James Kaniaru Director 0.5
$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 $339,583 $321,057 $3,952,286 $18,526
2022 $497,802 $271,020 $5,501,639 $226,782
2021 $2,457,301 $275,465 $5,392,971 $2,181,836
2020 $822,094 $155,479 $1,970,153 $666,615
Explore More Nonprofits
Top 100 Nonprofits in California Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare SYNERGY 365 with other nonprofits in California and across the country.