Civic Intelligence

Synergy Services Inc.

990 • Fiscal year 2018 • EIN 43-0970674

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

400 East 6th StreetParkville, MO 64152

(816) 587-4100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

52nd percentile

0.24x

Higher debt load relative to assets than 52% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

55th percentile

0.28x

Higher debt load relative to revenue than 55% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

24th percentile

-3.6%

Higher net margin than 24% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

46th percentile

$163,397

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

36th percentile

-1.1%

Faster asset growth than 36% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

67th percentile

11%

Faster revenue growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Down

$10,646,192

Down $118,028 (-1.1%) from 2017

Net Assets

Down

$8,132,380

Down $326,446 (-3.9%) from 2017

Liabilities

Up

$2,513,812

Up $208,418 (+9.0%) from 2017

Revenue

Up

$8,984,564

Up $902,036 (+11%) from 2017

Expenses

Up

$9,311,010

Up $419,243 (+4.7%) from 2017

Net Income

Up

-$326,446

Up $482,793 (+60%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0-$10MAssets 2010: $3,992,577Liabilities 2010: $2,155,250Net Assets 2010: $1,837,3272010Assets 2011: $3,345,672Liabilities 2011: $2,410,593Net Assets 2011: $935,0792011Assets 2012: $2,800,137Liabilities 2012: $2,429,903Net Assets 2012: $370,2342012Assets 2013: $2,883,704Liabilities 2013: $3,048,342Net Assets 2013: -$164,6382013Assets 2014: $3,645,952Liabilities 2014: $2,469,177Net Assets 2014: $1,176,7752014Assets 2015: $5,586,771Liabilities 2015: $2,603,779Net Assets 2015: $2,982,9922015Assets 2016: $6,650,536Liabilities 2016: $2,359,636Net Assets 2016: $4,290,9002016Assets 2017: $10,764,220Liabilities 2017: $2,305,394Net Assets 2017: $8,458,8262017Assets 2018: $10,646,192Liabilities 2018: $2,513,812Net Assets 2018: $8,132,3802018Assets 2019: $10,524,746Liabilities 2019: $3,087,741Net Assets 2019: $7,437,0052019Assets 2020: $12,249,854Liabilities 2020: $4,645,472Net Assets 2020: $7,604,3822020Assets 2021: $12,980,529Liabilities 2021: $2,794,444Net Assets 2021: $10,186,0852021Assets 2022: $12,934,369Liabilities 2022: $2,139,044Net Assets 2022: $10,795,3252022Assets 2023: $20,296,287Liabilities 2023: $1,988,520Net Assets 2023: $18,307,7672023Assets 2024: $26,274,668Liabilities 2024: $3,158,341Net Assets 2024: $23,116,3272024

Highlighted filing

2018

Assets$10,646,192
Liabilities$2,513,812
Net Assets$8,132,380

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $7,262,3162010Expenses 2011: $6,884,7482011Revenue 2012: $5,716,658Expenses 2012: $6,583,465Net Income 2012: -$866,8072012Revenue 2013: $6,132,782Expenses 2013: $7,035,109Net Income 2013: -$902,3272013Revenue 2014: $8,094,200Expenses 2014: $6,992,008Net Income 2014: $1,102,1922014Revenue 2015: $9,252,290Expenses 2015: $7,649,175Net Income 2015: $1,603,1152015Revenue 2016: $8,646,232Expenses 2016: $7,961,816Net Income 2016: $684,4162016Revenue 2017: $8,082,528Expenses 2017: $8,891,767Net Income 2017: -$809,2392017Revenue 2018: $8,984,564Expenses 2018: $9,311,010Net Income 2018: -$326,4462018Revenue 2019: $9,512,165Expenses 2019: $10,207,540Net Income 2019: -$695,3752019Revenue 2020: $12,791,535Expenses 2020: $12,624,158Net Income 2020: $167,3772020Revenue 2021: $16,867,812Expenses 2021: $14,286,109Net Income 2021: $2,581,7032021Revenue 2022: $15,621,058Expenses 2022: $15,011,818Net Income 2022: $609,2402022Revenue 2023: $24,009,340Expenses 2023: $16,496,898Net Income 2023: $7,512,4422023Revenue 2024: $22,069,144Expenses 2024: $17,261,140Net Income 2024: $4,808,0042024

Highlighted filing

2018

Revenue$8,984,564
Expenses$9,311,010
Net Income-$326,446
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$9,175,598
Mission and Program Overview

Mission

As a violence prevention and intervention agency, synergy services' mission is to strengthen the individual, family and community through crisis response, shelter, counseling, advocacy and education.

As a violence prevention and intervention agency, synergy services' mission is to strengthen the community through crisis response, shelter, counseling, advocacy and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$9,377,662$9,127,787▼ $249,875
Accounts Receivable$380,703$506,149▲ $125,446
Pledges and Grants Receivable$70,451$317,209▲ $246,758
Cash and Non-Interest-Bearing Accounts$488,294$284,682▼ $203,612
Prepaid Expenses and Deferred Charges$75,671$54,783▼ $20,888
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$10,764,220$10,646,192▼ $118,028
Other Assets Total$371,439$355,582▼ $15,857
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,857,717$1,906,361▲ $48,644
Accounts Payable and Accrued Expenses$447,677$607,451▲ $159,774
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$2,305,394$2,513,812▲ $208,418
Net Assets / Fund Balance
Unrestricted Net Assets$7,415,897$7,497,110▲ $81,213
Temporarily Rstr Net Assets$1,024,541$616,882▼ $407,659
Permanently Rstr Net Assets$18,388$18,388→ $0
Total Net Assets Fund Balance$8,458,826$8,132,380▼ $326,446
Total Liabilities and Net Assets / Fund Balance$10,764,220$10,646,192▼ $118,028

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,090,949$3,829,553$11,920,502
Equipment$394,112$1,081,746$1,475,858
Land$600,000-$600,000
Leasehold Improvements$42,726$145,752$188,478

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$18,388---$18,388
2017$18,388---$18,388
2016$313,865-▼ $4,455$291,022$18,388
2015$320,345$0▼ $4,008$0$313,865
2014$305,769$0▲ $17,053$0$320,345
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dennis MeierCo-executive DirectorFT$143,039$20,358$163,397
Robin WinnerCo-executive DirectorFT$148,245$1,198$149,443
Taryn WatersDirector of FinanceFT$77,685$25,461$103,146
Deborah MesmerHuman Resources DirectorFT$101,475$1,063$102,538

Board Members and Trustees

NameTitle
Jason BennettAudit Committee Chair
Greg PresonelliPast Board Chair
Timothy LaycockPast Board Chair
Tom IsenbergPast Board Chair
Tommy TaylorPast Board Chair
Brandy ShopePersonnel Cmte Chair
Ann WhittyPrgm Svcs Cmte Co-chair/secre.
Amanda RichardsonPrgm Svcs Committee Co-chair
Cory MillerBoard President
Brenda ClevengerMember at Large
Bridget MendozaMember at Large
Dr Terra FrazierMember at Large
Erika MoodyMember at Large
Marisa WiruhayarnMember at Large
Michael GabrickMember at Large
Michelle BrownMember at Large
Park UlrichMember at Large
Shane SmeedMember at Large
Susan CaseyMember at Large
Tracy EllisMember at Large
Vincent HamiltonMember at Large
Wayne ThreattMember at Large
Cheryl GivensTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,892,660
Program Service Revenue
$255,011
Investment Income
$9
Other Revenue
$-163,116
All Other Contributions
$1,830,650
Change in Net Assets
$-326,446

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,984,564
Revenue Not Reported on Form 990
$209,124
Total Revenue per Audited Statements
$9,193,688
Total Revenue per Form 990
$8,984,564
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,899,695
Other Expenses$2,388,459
Total Fundraising Expense$428,504
Professional Fundraising Fees$22,856
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,473,646$506,382$266,420$5,246,448
Other Employee Benefits$684,981$77,534$40,793$803,308
Depreciation Depletion$501,988$19,335$2,091$523,414
Other Expenses$466,575$594$545$0
Payroll Taxes$351,886$39,831$20,956$412,673
Current Officers, Directors, Trustees, and Key Employees$314,620$35,613$18,737$368,970
Occupancy$344,163$9,215$5,080$358,458
Fees for Services Other$93,639$153,870$5,474$252,983
Office Expenses$124,423$36,719$22,013$183,155
Insurance$151,341$8,416$8,401$168,158
Interest-$112,182-$112,182
Fees for Services Accounting-$72,886-$72,886
Comp Disqual Persons$61,710--$61,710
All Other Expenses$16,429$28,416$10,475$55,320
Fees for Services Professional Fundraising--$22,856$22,856
Pension Plan Contributions$5,616$636$334$6,586
Total Functional Expenses$7,748,498$1,134,008$428,504$9,311,010

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$9,520,134
Expenses per Audited Statements$9,311,010
Total Expenses per Form 990$9,311,010
Expenses Not Reported on Form 990$209,124
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$191,034
Professional Fundraising Fees$22,856
Fundraising Gross Income$22,725
Gaming Direct Expenses$0
Gaming Gross Income$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Kindest Kansas$180,394$7,925$12,145$-4,220
Stand Up for Sy$398,871$5,800$10,960$-5,160
Total Events$631,040$22,725$191,034$-168,309
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
See Part V----

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The finance director gathers information to prepare the form 990 tax return. This information is then given to an independent cpa firm to prepare the form 990 tax return. The independent cpa firm provides the finance director with a draft of the form 990. The audit committee then reviews the form 990 and provides the cpa firm with a list of comments and suggestions. Once the audit committee and the cpa firm approve the form 990, then the form 990 is presented to the governing board for a final review prior to filing the tax return.

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

At the time of hire or election (in the case of directors) and annually thereafter, the officers, directors, and key employees shall provide the applicable conflict of interest disclosures which shall be completed to identify any relationships, positions, or circumstances in which it is believed a conflict may arise. If a conflict arises, the officer or director abstains from the vote of the conflicted position. Key employees are not allowed to vote on organization's governing policies. Annual monitoring and review procedures shall be part of the organization's compliance plan. An appropriate report shall be submitted to the executive board concerning any interest disclosed.

Form 990, Part VI, Section B, Line 15A

On an annual basis, the board of directors require human resources to perform a survey in the local area for other not-for-profit organizations to compare salaries to the executive director's compensation.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request, by walk-in, or on website.

Filing and Contact Details

Filer

Filer Name
Synergy Services Inc
EIN
43-0970674
In Care Of
% TARYN WATERS
Phone
8165874100
Address
400 EAST 6TH STREET, PARKVILLE, MO 64152

Signing Officer

Name
Robin S Winner
Title
Executive Director
Phone
8165874100
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robin S Winner
Formed
1971
Legal Domicile
Mo
Voting Board Members
22
Independent Board Members
22
Employees
227
Volunteers
760

Preparer

Firm
Bkd Llp
Address
1201 Walnut Suite 1700, Kansas City, MO 64106-2246
Preparer
Gregory M Sullivan
Phone
8162216300
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

In 2018, synergy began its school based integrated services (sbis) program in jackson county, missouri, to provide students easier access to mental health counseling and prevention services. Through a trauma sensitive schools approach, sbis provides crisis counseling, case management, and classroom consultation aimed at early intervention and prevention of behavioral disruption. Prevention specialists assist all faculty and students to gain a deeper understanding of the brain's response to toxic stress and continuous adverse experiences. In addition to healing trauma and building resiliency in students, schools are engaged to develop a trauma informed culture at every level of school functioning.

Form 990, Part III Line 4A

Family care therapy (clinical services): clients represent a broad cross section of the population spanning gender, age, race and six county lines. Most clients have annual family incomes of less than $25,000 making it difficult to access the variety of services they need through traditional means. Services are provided on a sliding scale and no one is turned away for inability to pay. A well functioning family provides success to each of its members. We offer individual, group and family counseling on a stand alone basis as a part of our programs, such as domestic violence prevention and counseling, teen parent support, children's advocacy center (forensic interviewing), and therapy services for all other programming within the agency.

Form 990, Part III, Line 4B

Community education includes safe place street outreach, the youth resiliency center and school based integrated services. Community-based education and awareness programs are critical to breaking the cycle of violence. Synergy continuously strives to understand the impact of family violence on the psycho-social development, mental health, and learning capacity of a child or youth. In 2018, synergy began its school based integrated services (sbis) program in jackson county, missouri, to provide students easier access to mental health counseling and prevention services. Through a trauma sensitive schools approach, sbis provides crisis counseling, case management, and classroom consultation aimed at early intervention and prevention of behavioral disruption. Prevention specialists assist all faculty and students to gain a deeper understanding of the brain's response to toxic stress and continuous adverse experiences. In addition to healing trauma and building resiliency in students, schools are engaged to develop a trauma informed culture at every level of school functioning.

Form 990, Part III, Line 4C

Residential program services: residential program services includes synergy house, domestic violence center, children's center, transitional living, permanent housing for homeless and unattached youth, and hotline phone calls. Synergy provides a safe, therapeutic environment for children birth to 22 to begin the healing process and to go on to lead healthy, productive lives. On any given night, there are 2,000 teens living on the streets, sleeping in cars, or couch surfing with friends because they do not have a place to live. The youth resiliency center(yrc) opened in 2009 bringing together comprehensive services to youth for healing relationship violence, synergy provides the safety and support necessary for abused women and their children to move beyond the trauma caused by an abusive relationship.

Form 990, Part III, 4D

OTHER PROGRAM SERVICES: SYNERGY SERVICES, INC. IS A LIFELINE FOR GREATER KANSAS CITY'S FAMILIES AND INDIVIDUALS IN CRISIS. FOR 40 YEARS, THE ORGANIZATION HAS REACHED OUT TO VICTIMS OF VIOLENCE, ABUSE AND NEGLECT AND PROVIDED CRISIS INTERVENTION, SHELTER, COUNSELING, MENTORING, COURT SERVICES, PREVENTION EDUCATION AND ADVOCACY. THROUGH A SERIES OF MERGERS OF SMALLER AGENCIES, SYNERGY GREW TO BECOME ONE THE KANSAS CITY'S LARGEST AND MOST COMPREHENSIVE SOCIAL SERVICE AGENCIES, PROVIDING A BLEND OF PROGRAMS AND PROJECTS TO OVERCOME DOMESTIC VIOLENCE, CHILD ABUSE, BULLYING, FAMILY DYSFUNCTION AND ADOLESCENT HOMELESSNESS.LOCATED LARGELY IN THE NORTHLAND, THE ORGANIZATION SERVICES CLIENTS OF ALL AGES FROM ACROSS THE METROPOLITAN AREA. TRUE TO ITS NAME, SYNERGY SERVICES DOES PROVIDE SYNERGY...THE INTEGRATED WORK OF THE ORGANIZATION IS STRONGER AND MORE COMPLETE THAN ANY OF THE ORGANIZATION'S COMPONENT PROGRAMS COULD BE ON THEIR OWN. COMMITTED TO QUALITY CARE, SYNERGY SERVICES, INC. IS ACCREDITED BY THE COUNCIL ON ACCREDITATION (COA), LICENSED BY THE STATE OF MISSOURI, ACCREDITED BY THE NATIONAL CHILDREN'S ALLIANCE, CERTIFIED BY THE UNITED WAY, AND APPROVED BY DEPARTMENT OF HEALTH AND HUMAN SERVICES and THE MISSOURI DEPARTMENT OF MENTAL HEALTH. THE ORGANIZATION IS A MEMBER OF THE MISSOURI COALITION AGAINST DOMESTIC AND SEXUAL VIOLENCE, AND THE NATIONAL NETWORK FOR YOUTH.

Financial Statement Notes

Schedule D, Part V, Line 4

Endowment funds are used for the longevity of the agency and are invested in growth pattern.

Schedule D, Part X, Line 2

Management has evaluated their income tax positions under the guidance included in asc 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.

Schedule D, Part XI, Lines 2D

Fundraising events' expenses $ 191,034

Schedule D, Part XII, Line 2D

Fundraising events' expenses $ 191,034

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IRS990/MissionDesc0AS A VIOLENCE PREVENTION AND INTERVENTION AGENCY, SYNERGY SERVICES' MISSION IS TO STRENGTHEN THE INDIVIDUAL, FAMILY AND COMMUNITY THROUGH CRISIS RESPONSE, SHELTER, COUNSELING, ADVOCACY AND EDUCATION.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.3$3.16$23.1$22.1$17.3$4.81
2023Detailed filing. Detailed filing data is available for this year.$20.3$1.99$18.3$24.0$16.5$7.51
2022Detailed filing. Detailed filing data is available for this year.$12.9$2.14$10.8$15.6$15.0$0.61
2021Detailed filing. Detailed filing data is available for this year.$13.0$2.79$10.2$16.9$14.3$2.58
2020Detailed filing. Detailed filing data is available for this year.$12.2$4.65$7.60$12.8$12.6$0.17
2019Detailed filing. Detailed filing data is available for this year.$10.5$3.09$7.44$9.51$10.2$0.70
2018Detailed filing. Detailed filing data is available for this year.$10.6$2.51$8.13$8.98$9.31$0.33
2017Detailed filing. Detailed filing data is available for this year.$10.8$2.31$8.46$8.08$8.89$0.81
2016Detailed filing. Detailed filing data is available for this year.$6.65$2.36$4.29$8.65$7.96$0.68
2015Detailed filing. Detailed filing data is available for this year.$5.59$2.60$2.98$9.25$7.65$1.60
2014Detailed filing. Detailed filing data is available for this year.$3.65$2.47$1.18$8.09$6.99$1.10
2013Detailed filing. Detailed filing data is available for this year.$2.88$3.05$0.16$6.13$7.04$0.90
2012Summary only. Only limited summary data is available for this year.$2.80$2.43$0.37$5.72$6.58$0.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.35$2.41$0.94$6.88
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.99$2.16$1.84$7.26