Civic Intelligence

The Synergy Foundation 196-009136-000

990PF • Fiscal year 2023 • EIN 51-6508708

Jan 01, 2023 to Dec 31, 2023 • Filed on May 01, 2024

Organization Profile
1100 North Market StreetWilmington, DE 19890-0001

(302) 651-8571

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

12th percentile

-56%

Higher net margin than 12% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

58th percentile

$898

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

35th percentile

-2.2%

Faster asset growth than 35% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

85%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Flat

$710,248

Flat from 2023

Net Assets

$710,248

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin12th percentile

Revenue

Flat

$28,329

Flat from 2023

Expenses

Flat

$44,118

Flat from 2023

Net Income

Flat

-$15,789

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth35th 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: $0Net Assets 2023: $710,2482023Assets 2023: $710,248Liabilities 2023: $12023Assets 2024: $702,495Liabilities 2024: $0Net Assets 2024: $702,4952024

Highlighted filing

2023

Assets$710,248
Liabilities$0
Net Assets$710,248
Open 2023 Filing

Operations Trend

Revenue Growth88th 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 2023: $28,329Expenses 2023: $44,118Net Income 2023: -$15,7892023Revenue 2024: $29,450Expenses 2024: $37,384Net Income 2024: -$7,9342024

Highlighted filing

2023

Revenue$28,329
Expenses$44,118
Net Income-$15,789
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 1, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$898-$898
NANCY MILLIKENAdvisor-$0--
JUSTINE V R RUSSELLAdvisor-$0--
Filing and Contact Details

Filer

Filer Name
The Synergy Foundation 009136-000
EIN
51-6508708
Phone
3026518571
Address
1100 NORTH MARKET STREET, WILMINGTON, DE 19890-0001

Signing Officer

Name
Wilmington Trust
Title
SVP
Phone
3026518571
Signed
2024-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 E CARY ST SUITE 201, RICHMOND, VA 23223
Preparer
Sandra Murphy
Phone
8043446000
Raw XML Appendix354 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 1926
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1COLLEGE OF THE ATLANTIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HARVARD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ST TIMOTHY'S SCHOOL INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0DEVELOPMENT OFFICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1RADCLIFFE INSTITUTE FOR ADVANCED STUDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt2AND TECHNOLOGY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03602 OLD JEANERETTE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1105 EDEN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 419209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt38400 GREENSPRING AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42415 3RD STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BAR HARBOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3STEVENSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAN FRANCISCO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd104609
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2022419209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd321153
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494107
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05479
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt037103
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt040566
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt042582
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt035087
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt037103
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01349
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02023 TRANSACTIONS POSTED IN 2024
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0995
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02022 TRANSACTIONS POSTED IN 2023
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ROUNDING
TaxesSchedule/TaxesDetail/Amt01
TaxesSchedule/TaxesDetail/Amt1300
TaxesSchedule/TaxesDetail/Amt2145
TaxesSchedule/TaxesDetail/Amt3111
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2145
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt3111
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILMINGTON TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP
ReturnHeader/BusinessOfficerGrp/PhoneNum03026518571
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SYNERGY FOUNDATION 009136-000
ReturnHeader/Filer/BusinessNameControlTxt0SYNE
ReturnHeader/Filer/EIN0516508708
ReturnHeader/Filer/PhoneNum03026518571
ReturnHeader/Filer/USAddress/AddressLine1Txt01100 NORTH MARKET STREET
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198900001
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 E CARY ST SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023223
ReturnHeader/PreparerPersonGrp/PhoneNum08043446000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA MURPHY
ReturnHeader/ReturnTs02024-05-07T14:01:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRENT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HEINTZELMAN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$710,248
Liabilities
$0
Net assets
$710,248
Revenue
$28,329
Expenses
$44,118
Net income
-$15,789
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
2023Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.03$0.04$0.02
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