SYNERGY SCHOOL (EIN 942245103) - 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

1972

Legal Domicile

Principal Officer

BYRON SPAIN

Phone

4155676177

Tax Period

2023-09-01 to 2024-08-31

SYNERGY SCHOOL, founded in 1972, is a community nonprofit in the Education sector that reported $5.9M in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $961K, a strong 16% operating margin.

Mission

STATEMENTTO PROVIDE QUALITY EDUCATION BY EMPOWERING CHILDREN TO FLOURISH ACADEMICALLY TO BLOSSOM AS INDIVIDUALS, AND TO BECOME SELF-CONFIDENT, CREATIVE LEARNERS.

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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 $541,259

Program Service Revenue $4,605,170

Investment Income $722,321

Other Revenue $12,188

TOTAL REVENUE $5,880,938

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,698,244

Fundraising Expenses $331,890

Program Expenses $3,868,478

Other Expenses $1,221,568

TOTAL EXPENSES $4,919,812

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,880,938	$4,697,777	+0.3%
Expenses	$4,919,812	$4,856,494	+0.0%
Net Income	$961,126	$-158,717	-7.1%

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

$349,115

Total Directors

$3,060,588

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RITA FRANKLIN	TRUSTEE/TEACHER/ADMISSIONS	40.00	Officer Director	$147,278	$30,930	$178,208
TANYA BAKER	TRUSTEE/TEACHER/ADMINISTRA	40.00	Officer Director	$138,974	$31,933	$170,907
BYRON SPAIN	TRUSTEE/ADMINISTRA	40.00	Officer Director	$0	$0	$0
ALFREDO PEREIRA	TRUSTEE/TEACHER	40.00	Director	$35,204	$10,884	$46,088
ANNIE AGUIRRE	TRUSTEE/TEACHER	40.00	Director	$96,372	$27,944	$124,316
ARIEL LEIGHTON	TRUSTEE/TEACHER	40.00	Director	$95,476	$19,296	$114,772
BRIAN HOLBERT	TRUSTEE/TEACHER	40.00	Director	$35,208	$7,520	$42,728
CAROLYN KRUSE	TRUSTEE/TEACHER	40.00	Director	$108,140	$26,733	$134,873
CYNTHIA LOUIE	SECRETARY/TEACHER	40.00	Director	$114,503	$30,889	$145,392
CHRIS YIM	TRUSTEE/ BUSINESS MANAGER	40.00	Director	$97,831	$18,966	$116,797
DANIEL GELFAND	TRUSTEE/TEACHER	40.00	Director	$75,050	$64,561	$139,611
DOMINIC ALTIERI	TRUSTEE/TEACHER	40.00	Director	$100,370	$61,465	$161,835
EBONY MANION	TRUSTEE/TEACHER	40.00	Director	$102,369	$14,350	$116,719
JANA BARBER	TRUSTEE/TEACHER	40.00	Director	$106,165	$32,531	$138,696
JASMINE KITSES	TRUSTEE/TEACHER	40.00	Director	$79,291	$44,805	$124,096
JEFFREY MCMAHAN	TRUSTEE/TEACHER	40.00	Director	$91,822	$20,016	$111,838
JESSE KITSES	TRUSTEE/TEACHER	40.00	Director	$110,953	$50,794	$161,747
JESSICA RAYGOZA	TRUSTEE/TEACHER	40.00	Director	$67,021	$17,029	$84,050
KIMBERLY MCCLAIN	TRUSTEE/TEACHER	40.00	Director	$64,785	$16,350	$81,135
KINNE CHAPIN	TRUSTEE/TEACHER	40.00	Director	$77,876	$17,195	$95,071
LIZ MCDONALD	TRUSTEE/STAFF	40.00	Director	$109,201	$35,328	$144,529
MARTA ALEJANDRO MARTINEZ	TRUSTEE/TEACHER	40.00	Director	$44,459	$16,830	$61,289
PAMELA HEYDA	TRUSTEE/TEACHER	40.00	Director	$95,388	$23,258	$118,646
REA INGLESIS	TURSTEE/TEACHER	40.00	Director	$108,583	$41,195	$149,778
RUSSELL CURTIS	TRUSTEE/STAFF	40.00	Director	$97,690	$34,591	$132,281
SANDRA BARRA	TRUSTEE/TEACHER	40.00	Director	$82,281	$29,323	$111,604
SUSANNE DERISI	TRUSTEE/TEACHER	40.00	Director	$47,789	$5,793	$53,582
ARASH ANOSHIRAVANI	TRUSTEE	2.00	Director	$0	$0	$0
DARIYA MEAD	TRUSTEE	2.00	Director	$0	$0	$0
HEATHER LUBECK	TRUSTEE	2.00	Director	$0	$0	$0
JILL GOFFSTEIN	TRUSTEE	2.00	Director	$0	$0	$0
KAREN COOPMAN	TRUSTEE	2.00	Director	$0	$0	$0
KELLY WHITE	TRUSTEE	2.00	Director	$0	$0	$0
MATTHEW RUNEARE	TRUSTEE	2.00	Director	$0	$0	$0
MAY LIM	TRUSTEE	2.00	Director	$0	$0	$0
PAUL CORT	TRUSTEE	2.00	Director	$0	$0	$0
SCOTT ARMSTRONG	TRUSTEE	2.00	Director	$0	$0	$0
SHELLEY CURRAN	TRUSTEE	2.00	Director	$0	$0	$0
TRACY BURT	TRUSTEE	2.00	Director	$0	$0	$0
VICTOR MADRIGAL	TRUSTEE	2.00	Director	$0	$0	$0
CAT GRATZ	TRUSTEE	2.00	Director	$0	$0	$0
BETH STANLEY	TRUSTEE	2.00	Director	$0	$0	$0
KRISTY TROUP	TRUSTEE	2.00	Director	$0	$0	$0
JENA SCHLEICHER	TRUSTEE	2.00	Director	$0	$0	$0
KNDAWKS PERRAULT	TRUSTEE	2.00	Director	$0	$0	$0
ELENA VALLE	TRUSTEE	2.00	Director	$0	$0	$0
KATHERINE CZESAK	TRUSTEE	2.00	Director	$0	$0	$0
KEVIN HUSSEY	TRUSTEE	2.00	Director	$0	$0	$0
LANEISHA WASHINGTON	TRUSTEE	2.00	Director	$0	$0	$0
JOHN MCDERMOTT	TRUSTEE	2.00	Director	$0	$0	$0
ALEX PLANT	TRUSTEE	2.00	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	$5,880,938	$4,919,812	$18,557,385	$961,126
2023	$4,697,777	$4,856,494	$16,173,305	$-158,717
2022	$5,207,764	$4,546,478	$13,883,519	$661,286
2021	$5,441,081	$4,337,205	$15,378,014	$1,103,876
2020	$4,279,168	$4,105,800	$13,381,064	$173,368
2019	$4,485,918	$4,077,068	$11,428,002	$408,850
2018	$4,391,974	$3,868,156	$10,718,107	$523,818

SYNERGY SCHOOL