SYNERGY 365

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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

2018

Legal Domicile

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 Aria Community Health Center an organization that is exempt from federal income tax under section 501a 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. Since the 2020 calendar year, Synergy 365 commenced activities related to its exempt purpose.

Program Service Accomplishments

Program 1

Expenses: $321,057 Revenue: $339,576

Synergy 365 recorded intercompany revenue from its parent, Aria Community Health Center, for the use of the space in the building in which Aria Community Health Center operates a clinic (part of Aria...

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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 $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

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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

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

$757,188

Total Directors

Key Employees

Highest Compensated

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