Civic Intelligence

Source of Synergy Foundation Inc

EIN 26-1592942 • 501(c)3 • East Hampton, NY

Profile

Creating synergy among leaders for social change and disseminating information to the general public.

11 Spinner LaneEast Hampton, NY 11937

www.sourceofsynergyfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

77th percentile

0.02x

Higher debt load relative to assets than 77% of similar nonprofits.

NTEE C • <$500k nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.02x

Higher debt load relative to revenue than 75% of similar nonprofits.

NTEE C • <$500k nonprofits • Source year 2024

Net Margin

28th percentile

-5.1%

Higher net margin than 28% of similar nonprofits.

NTEE C • <$500k nonprofits • Source year 2024

Top Officer Pay

97th percentile

$44,996

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 30.9% of source-year revenue.

NTEE C99 • <$500k nonprofits • Source year 2024

Asset Growth

36th percentile

-7.9%

Faster asset growth than 36% of similar nonprofits.

NTEE C • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

28th percentile

-27%

Faster revenue growth than 28% of similar nonprofits.

NTEE C • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$90,504

Down $7,725 (-7.9%) from 2023

Liabilities

Down

$2,190

Down $327 (-13%) from 2023

Net Assets

Down

$88,314

Down $7,398 (-7.7%) from 2023

Revenue

Down

$145,796

Down $54,153 (-27%) from 2023

Expenses

Down

$153,194

Down $121,140 (-44%) from 2023

Net Income

Up

-$7,398

Up $66,987 (+90%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2013: $5,240Liabilities 2013: $0Net Assets 2013: $5,2402013Assets 2014: $8,922Liabilities 2014: $624Net Assets 2014: $8,2982014Assets 2015: $18,451Liabilities 2015: $821Net Assets 2015: $17,6302015Assets 2016: $17,755Liabilities 2016: $0Net Assets 2016: $17,7552016Assets 2017: $14,314Liabilities 2017: $0Net Assets 2017: $14,3142017Assets 2018: $5,534Liabilities 2018: $0Net Assets 2018: $5,5342018Assets 2019: $70,598Liabilities 2019: $0Net Assets 2019: $70,5982019Assets 2020: $25,658Liabilities 2020: $0Net Assets 2020: $25,6582020Assets 2021: $28,767Liabilities 2021: $0Net Assets 2021: $28,7672021Assets 2022: $170,094Liabilities 2022: $0Net Assets 2022: $170,0942022Assets 2023: $98,229Liabilities 2023: $2,517Net Assets 2023: $95,7122023Assets 2024: $90,504Liabilities 2024: $2,190Net Assets 2024: $88,3142024

Highlighted filing

2024

Assets$90,504
Liabilities$2,190
Net Assets$88,314

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2013: $71,505Expenses 2013: $67,893Net Income 2013: $3,6122013Revenue 2014: $73,359Expenses 2014: $70,301Net Income 2014: $3,0582014Revenue 2015: $75,568Expenses 2015: $66,124Net Income 2015: $9,4442015Revenue 2016: $110,117Expenses 2016: $109,992Net Income 2016: $1252016Revenue 2017: $93,230Expenses 2017: $96,671Net Income 2017: -$3,4412017Revenue 2018: $119,085Expenses 2018: $127,865Net Income 2018: -$8,7802018Revenue 2019: $187,901Expenses 2019: $122,837Net Income 2019: $65,0642019Revenue 2020: $92,278Expenses 2020: $137,218Net Income 2020: -$44,9402020Revenue 2021: $76,685Expenses 2021: $73,576Net Income 2021: $3,1092021Revenue 2022: $244,388Expenses 2022: $103,061Net Income 2022: $141,3272022Revenue 2023: $199,949Expenses 2023: $274,334Net Income 2023: -$74,3852023Revenue 2024: $145,796Expenses 2024: $153,194Net Income 2024: -$7,3982024

Highlighted filing

2024

Revenue$145,796
Expenses$153,194
Net Income-$7,398

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$145,796
Mission and Program Overview

Mission

creating synergy among leaders for social change

Creating synergy among leaders for social change and disseminating information to the general public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$98,229$90,504▼ $7,725
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$98,229$90,504▼ $7,725
Liabilities
Accounts Payable and Accrued Expenses$2,517$2,190▼ $327
Total Liabilities$2,517$2,190▼ $327
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$95,712$88,314▼ $7,398
Total Net Assets Fund Balance$95,712$88,314▼ $7,398
Total Liabilities and Net Assets / Fund Balance$98,229$90,504▼ $7,725

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$1,980$1,980
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Diane WilliamsPresidentPT$44,996$44,996
Barbara LaytonExecutive DirectorPT$25,000$25,000

Board Members and Trustees

NameTitle
Nancy BrownBoard Chair
Desiree HurtakDirector
Jackie KnechtelDirector
Mitchell RabinDirector
Nina MeyerhofDirector
Susan BelchamberSecretary
Denise ScottoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$119,005
Program Service Revenue
$26,486
Investment Income
$305
Other Revenue
$0
All Other Contributions
$119,005
Change in Net Assets
$-7,398
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$103,338
Other Expenses$49,856
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$80,997$13,999-$94,996
Conferences and Meetings$12,380$3,041-$15,421
Information Technology$9,315$716-$10,031
Payroll Taxes$7,091$1,251-$8,342
Fees for Services Management$6,390$600-$6,990
Insurance$2,041$1,191-$3,232
Office Expenses$1,277$1,099-$2,376
Fees for Services Accounting$977$244-$1,221
Other Expenses$2,803$1,000-$1,000
Travel$329--$329
Fees for Services Other-$50-$50
Total Functional Expenses$128,430$24,764$0$153,194
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The form 990 is reviewed by the board of directors prior to filing, and any comments are considered in the final preparation. Two directors of the organization sign the 990 upon review and approval.

Form 990, Part VI, Section B, Line 12C

The organization monitors compliance with its conflict of interest policy by reviewing potential conflicts with the board of directors. When a conflict is identified, the individual must recuse themselves from related deliberations and decisions. The process is documented in the minutes of board meetings.

Form 990, Part VI, Section B, Line 15

The board has a discussion on the hiring of key employees and other directors with the individual absent from the call. They will discuss the terms of employment and amount of compensation at this time.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and the financial statements are available to the public upon request. Copies may be obtained by contacting the organization's office at 11 spinner lane, east hampton ny 11986.

Filing and Contact Details

Filer

Filer Name
Source of Synergy Foundation Inc
EIN
26-1592942
Phone
9173101722
Address
11 SPINNER LANE, EAST HAMPTON, NY 11937

Signing Officer

Name
Diane Williams
Title
President
Phone
9148610427
Signed
2025-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diane Williams
Formed
2007
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
9
Employees
3
Volunteers
0

Preparer

Firm
Altman & Anderson Accounting Associates
Address
PO BOX 900, MANORVILLE, NY 11949
Preparer
Danielle M Anderson
Phone
6312917203
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-7398
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt098070
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0562
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt010208
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt030230
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt08939
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt049939
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION: OTHER INCOME 2019: 1862. 2020: 2143. 2021: 1122. 2022: 1081. 2023: 15.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PT III LN 12: OTHER INCOME PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0119005
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0119617
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0226550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt075555
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt080275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0621002
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0305
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0712
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01017
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt026486
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt079606
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt012700
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01343
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0120135
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt08500
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt08500
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0305
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0712
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01017
IRS990ScheduleA/InvestmentIncomeCYPct00.00130
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt015
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01081
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01122
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt02143
IRS990ScheduleA/OtherIncome509Grp/TotalAmt04361
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.92670
IRS990ScheduleA/PublicSupportPY509Pct00.79280
IRS990ScheduleA/PublicSupportTotal509Amt0699698
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0562
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt010208
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt030230
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt08939
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt049939
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0145491
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0199223
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0239250
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt075555
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt090118
IRS990ScheduleA/Total509Grp/TotalAmt0749637
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0145796
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0199950
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0240331
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt076677
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt092261
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0755015
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01980
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01980
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING, AND ANY COMMENTS ARE CONSIDERED IN THE FINAL PREPARATION. TWO DIRECTORS OF THE ORGANIZATION SIGN THE 990 UPON REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY BY REVIEWING POTENTIAL CONFLICTS WITH THE BOARD OF DIRECTORS. WHEN A CONFLICT IS IDENTIFIED, THE INDIVIDUAL MUST RECUSE THEMSELVES FROM RELATED DELIBERATIONS AND DECISIONS. THE PROCESS IS DOCUMENTED IN THE MINUTES OF BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD HAS A DISCUSSION ON THE HIRING OF KEY EMPLOYEES AND OTHER DIRECTORS WITH THE INDIVIDUAL ABSENT FROM THE CALL. THEY WILL DISCUSS THE TERMS OF EMPLOYMENT AND AMOUNT OF COMPENSATION AT THIS TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. COPIES MAY BE OBTAINED BY CONTACTING THE ORGANIZATION'S OFFICE AT 11 SPINNER LANE, EAST HAMPTON NY 11986.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt098229
IRS990/TotalAssetsEOYAmt090504
IRS990/TotalAssetsGrp/BOYAmt098229
IRS990/TotalAssetsGrp/EOYAmt090504
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0119005
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt024764
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0128430
IRS990/TotalFunctionalExpensesGrp/TotalAmt0153194
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02517
IRS990/TotalLiabilitiesEOYAmt02190
IRS990/TotalLiabilitiesGrp/BOYAmt02517
IRS990/TotalLiabilitiesGrp/EOYAmt02190
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt095712
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt088314
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcRevenueAmt011240
IRS990/TotalProgramServiceExpensesAmt0128430
IRS990/TotalProgramServiceRevenueAmt026486
IRS990/TotalReportableCompFromOrgAmt069996
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt026791
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0145796
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt098229
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt090504
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0329
IRS990/TravelGrp/TotalAmt0329
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011 SPINNER LANE
IRS990/USAddress/CityNm0EAST HAMPTON
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd011937
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0HTTPS://WWW.SOURCEOFSYNERGYFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09148610427
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOURCE OF SYNERGY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUR
ReturnHeader/Filer/EIN0261592942
ReturnHeader/Filer/PhoneNum09173101722
ReturnHeader/Filer/USAddress/AddressLine1Txt011 SPINNER LANE

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