Civic Intelligence

The Synergy Foundation C/O Wilmington Trust Co 009136-000

990PF • Fiscal year 2020 • EIN 51-6508708

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 17, 2021

Organization Profile
1100 North Market St De3 - C070Wilmington, DE 19890-0900

(302) 651-8571

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

4th percentile

-244%

Higher net margin than 4% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$430

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

25th percentile

-3.5%

Faster asset growth than 25% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

15th percentile

-42%

Faster revenue growth than 15% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$781,313

Down $28,490 (-3.5%) from 2019

Net Assets

$781,313

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin4th percentile

Revenue

Down

$11,874

Down $8,541 (-42%) from 2019

Expenses

Down

$40,890

Down $10,290 (-20%) from 2019

Net Income

Up

-$29,016

Up $1,749 (+5.7%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $176,681Liabilities 2011: $02011Assets 2012: $1,066,903Liabilities 2012: $02012Assets 2013: $1,057,769Liabilities 2013: $02013Assets 2014: $1,006,940Liabilities 2014: $02014Assets 2015: $952,283Liabilities 2015: $02015Assets 2019: $809,803Liabilities 2019: $02019Assets 2020: $781,313Liabilities 2020: $0Net Assets 2020: $781,3132020Assets 2021: $755,520Liabilities 2021: $0Net Assets 2021: $755,5202021Assets 2022: $726,390Liabilities 2022: $0Net Assets 2022: $726,3902022Assets 2023: $710,248Liabilities 2023: $12023Assets 2024: $702,495Liabilities 2024: $0Net Assets 2024: $702,4952024

Highlighted filing

2020

Assets$781,313
Liabilities$0
Net Assets$781,313
Open 2020 Filing

Operations Trend

Revenue Growth15th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $318Expenses 2011: $10,222Net Income 2011: -$9,9042011Revenue 2012: $900,241Expenses 2012: $10,014Net Income 2012: $890,2272012Revenue 2013: $1,171Expenses 2013: $10,247Net Income 2013: -$9,0762013Revenue 2014: $852Expenses 2014: $51,676Net Income 2014: -$50,8242014Revenue 2015: $1,589Expenses 2015: $56,153Net Income 2015: -$54,5642015Revenue 2019: $20,415Expenses 2019: $51,180Net Income 2019: -$30,7652019Revenue 2020: $11,874Expenses 2020: $40,890Net Income 2020: -$29,0162020Revenue 2021: $10,274Expenses 2021: $36,104Net Income 2021: -$25,8302021Revenue 2022: $15,301Expenses 2022: $43,510Net Income 2022: -$28,2092022Revenue 2023: $28,329Expenses 2023: $44,118Net Income 2023: -$15,7892023Revenue 2024: $29,450Expenses 2024: $37,384Net Income 2024: -$7,9342024

Highlighted filing

2020

Revenue$11,874
Expenses$40,890
Net Income-$29,016
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 17, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILMINGTON TRUST COMPANYTrustee-$430-$430
NANCY MILLIKENAdvisor-$0--
JUSTINE V R RUSSELLAdvisor-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSOUTHERN MUTUAL HELP ASSOCIATION INCGENERAL PURPOSE OF CHARITYTAX EXEMPT PUBLIC CHNEW IBERIA, LA, US$15,000
Paid GrantST TIMOTHY'S SCHOOL INCGENERAL PURPOSE OF CHARITYTAX EXEMPT PUBLIC CHSTEVENSON, MD, US$15,000
Paid GrantHARVARD UNIVERSITYGENERAL PURPOSE OF CHARITYTAX EXEMPT PUBLIC CHBOSTON, MA, US$10,000
Filing and Contact Details

Filer

Filer Name
The Synergy Foundation
EIN
51-6508708
Phone
3026518571
Address
1100 NORTH MARKET ST DE3 - C070, WILMINGTON, DE 19890-0900

Signing Officer

Name
Pete Hinton
Title
Trustee
Phone
3026511772
Signed
2021-09-17
Raw XML Appendix306 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 419209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13602 OLD JEANERETTE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt28400 GREENSPRING AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW IBERIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2STEVENSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0022419209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd170563
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd221153
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt040000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012468
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt027772
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt041145
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040240
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt028677
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt027772
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0526
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MUTUAL FUND ADJUSTMENTS
TaxesSchedule/TaxesDetail/Amt0196
TaxesSchedule/TaxesDetail/Amt1213
TaxesSchedule/TaxesDetail/CategoryTxt0990F EXCISE TAX - PRIOR YEAR
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1213
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PETE HINTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03026511772
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SYNERGY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WILMINGTON TRUST CO 009136-000
ReturnHeader/Filer/BusinessNameControlTxt0SYNE
ReturnHeader/Filer/EIN0516508708
ReturnHeader/Filer/PhoneNum03026518571
ReturnHeader/Filer/USAddress/AddressLine1Txt01100 NORTH MARKET ST DE3 - C070
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198900900
ReturnHeader/ReturnTs02021-09-17T13:25:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PETE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HINTON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$781,313
Liabilities
$0
Net assets
$781,313
Revenue
$11,874
Expenses
$40,890
Net income
-$29,016
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.03$0.04$0.01
2023Summary only. Only limited summary data is available for this year.$0.71$0.00$0.03$0.04$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.00$0.73$0.02$0.04$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.01$0.04$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.01$0.04$0.03
2019Summary only. Only limited summary data is available for this year.$0.81$0.00$0.02$0.05$0.03
2015Summary only. Only limited summary data is available for this year.$0.95$0.00$0.00$0.06$0.05
2014Summary only. Only limited summary data is available for this year.$1.01$0.00$0.00$0.05$0.05
2013Summary only. Only limited summary data is available for this year.$1.06$0.00$0.00$0.01$0.01
2012Summary only. Only limited summary data is available for this year.$1.07$0.00$0.90$0.01$0.89
2011Summary only. Only limited summary data is available for this year.$0.18$0.00$0.00$0.01$0.01