Civic Intelligence

Synergy Learning Institute

EIN 46-0752504 • Coronado, CA

Pub. 78 Eligible990-N CoverageNTEE B99
Coronado, CA
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE B99 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

65th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE B99 • <$500k nonprofits • Source year 2023

Net Margin

38th percentile

-0.1%

Higher net margin than 38% of similar nonprofits.

NTEE B99 • <$500k nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE B99 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets63rd percentile

Assets

$2

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$2

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue65th percentileNet Margin38th percentile

Revenue

$52,868

No earlier filing loaded for comparison.

Expenses

$52,931

No earlier filing loaded for comparison.

Net Income

-$63

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2$1$0Assets 2023: $2Liabilities 2023: $0Net Assets 2023: $22023

Highlighted filing

2023

Assets$2
Liabilities$0
Net Assets$2
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2023: $52,868Expenses 2023: $52,931Net Income 2023: -$632023

Highlighted filing

2023

Revenue$52,868
Expenses$52,931
Net Income-$63
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$2
Liabilities
$0
Net assets
$2
Revenue
$52,868
Expenses
$52,931
Net income
-$63
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$52.9$52.9$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 15, 2024
Return Version
2023v5.1
Gross Receipts
$52,868
Mission and Program Overview

Mission

Provide education and resources

Program Services

DescriptionGrantsExpenses
COMBAT BOOTS TO HEELS CONFERENCES HELD IN LOCATIONS THROUGH OUT THE US FOR MILITARY AND VETERANS AND FAMILIES TO AID IN TRANISITIONING OUT OF THE MILITARY TO CIVILIAN LIFES-$38,212
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE M DUCHARMEPresidentPT$0--
JOSHUA J DUCHARMESecretary-$0--
WILL TAYLOR JRCFO-$0--
Filing and Contact Details

Filer

Filer Name
Synergy Learning Institute
EIN
46-0752504
Address
28 BLUE ANCHOR CAY RD, CORONADO, CA 92118

Signing Officer

Name
Julie M Ducharme
Title
President
Phone
6192066822
Signed
2024-10-15
Discuss with paid preparer
Yes

Preparer

Firm
La Mesa Income Tax Preparation
Address
PO Box 906, La Mesa, CA 91944
Preparer
Richard Russell
Phone
6196097750
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountauto 362bank fees 1,151insurance 578meals 1,036supplies 1,246travel 1,384event expenses 38,212”

Raw XML Appendix147 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0JULIE M DUCHARME
IRS990EZ/BooksInCareOfDetail/PhoneNum06192066822
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt028 BLUE ANCHOR CAY RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CORONADO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092118
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt065
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt022288
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-63
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt065
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02
IRS990EZ/GrossReceiptsAmt052868
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt065
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt065
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02
IRS990EZ/OccupancyRentUtltsAndMaintAmt08962
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JULIE M DUCHARME
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOSHUA J DUCHARME
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILL TAYLOR JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CFO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt043969
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATION AND RESOURCES
IRS990EZ/ProgramServiceRevenueAmt030580
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMBAT BOOTS TO HEELS CONFERENCES HELD IN LOCATIONS THROUGH OUT THE US FOR MILITARY AND VETERANS AND FAMILIES TO AID IN TRANISITIONING OUT OF THE MILITARY TO CIVILIAN LIFES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038212
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052931
IRS990EZ/TotalProgramServiceExpensesAmt038212
IRS990EZ/TotalRevenueAmt052868
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt039542
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015007
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt027825
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020975
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt032755
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0136104
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt030850
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt07282
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt07975
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0564
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt07953
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt054624
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0190728
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt070392
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt022289
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt035800
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt021539
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt040708
IRS990ScheduleA/Total509Grp/TotalAmt0190728
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt070392
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt022289
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt035800
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt021539
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt040708
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0190728
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTAUTO 362BANK FEES 1,151INSURANCE 578MEALS 1,036SUPPLIES 1,246TRAVEL 1,384EVENT EXPENSES 38,212
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE M DUCHARME
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06192066822
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SYNERGY LEARNING INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0SYNE
ReturnHeader/Filer/EIN0460752504
ReturnHeader/Filer/USAddress/AddressLine1Txt028 BLUE ANCHOR CAY RD
ReturnHeader/Filer/USAddress/CityNm0CORONADO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092118
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810690328
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 906
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0La Mesa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091944
ReturnHeader/PreparerPersonGrp/PhoneNum06196097750
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard Russell
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-15T19:25:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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