Civic Intelligence

Synergy Public School Inc

990 • Fiscal year 2018 • EIN 81-0695212

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

Organization ProfileWWW.SYNERGYPUBLICSCHOOLS.COM
2701 W Bethany Home RdPhoenix, AZ 85017

(480) 373-9575

Siviq Scores

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

Liabilities / Assets

89th percentile

0.82x

Higher debt load relative to assets than 89% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

75th percentile

0.39x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

60th percentile

6.8%

Higher net margin than 60% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

46th percentile

$54,461

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

98th percentile

191%

Faster asset growth than 98% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

453%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$1,166,589

Up $765,475 (+191%) from 2017

Net Assets

Up

$205,399

Up $182,607 (+801%) from 2017

Liabilities

Up

$961,190

Up $582,868 (+154%) from 2017

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin60th percentile

Revenue

Up

$2,478,731

Up $2,030,763 (+453%) from 2017

Expenses

Up

$2,310,424

Up $1,877,647 (+434%) from 2017

Net Income

Up

$168,307

Up $153,116 (+1008%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$20M$15M$10M$5.0M$0Assets 2017: $401,114Liabilities 2017: $378,322Net Assets 2017: $22,7922017Assets 2018: $1,166,589Liabilities 2018: $961,190Net Assets 2018: $205,3992018Assets 2019: $1,336,719Liabilities 2019: $761,557Net Assets 2019: $575,1622019Assets 2020: $8,061,758Liabilities 2020: $6,923,634Net Assets 2020: $1,138,1242020Assets 2021: $12,759,694Liabilities 2021: $11,333,355Net Assets 2021: $1,426,3392021Assets 2022: $17,501,202Liabilities 2022: $15,229,207Net Assets 2022: $2,271,9952022Assets 2023: $18,540,550Liabilities 2023: $15,860,480Net Assets 2023: $2,680,0702023Assets 2024: $18,437,318Liabilities 2024: $15,014,561Net Assets 2024: $3,422,7572024

Highlighted filing

2018

Assets$1,166,589
Liabilities$961,190
Net Assets$205,399
Open 2018 Filing

Operations Trend

Revenue Growth98th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Revenue 2017: $447,968Expenses 2017: $432,777Net Income 2017: $15,1912017Revenue 2018: $2,478,731Expenses 2018: $2,310,424Net Income 2018: $168,3072018Revenue 2019: $3,607,376Expenses 2019: $3,237,613Net Income 2019: $369,7632019Revenue 2020: $4,004,365Expenses 2020: $3,441,403Net Income 2020: $562,9622020Revenue 2021: $4,484,361Expenses 2021: $4,196,146Net Income 2021: $288,2152021Revenue 2022: $6,618,622Expenses 2022: $5,772,966Net Income 2022: $845,6562022Revenue 2023: $7,162,859Expenses 2023: $6,754,784Net Income 2023: $408,0752023Revenue 2024: $7,532,475Expenses 2024: $6,789,788Net Income 2024: $742,6872024

Highlighted filing

2018

Revenue$2,478,731
Expenses$2,310,424
Net Income$168,307
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$2,478,731
Mission and Program Overview

Mission

The mission of Synergy Public Schools is to ensure that all children experience a challenging and progressive child-centered educational program that fosters a love of learning and empowers student to be productive, caring and responsible citizens that are college and career ready.

The mission of Synergy Public Schools is to ensure that all children experience a challenging and progressive child-centered educational program that fosters a love of learning and empowers student to be productive, cari

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$215,609$534,330▲ $318,721
Cash and Non-Interest-Bearing Accounts$69,337$474,010▲ $404,673
Accounts Receivable$108,667$97,863▼ $10,804
Total Assets$401,114$1,166,589▲ $765,475
Other Assets Total$7,501$60,386▲ $52,885
Liabilities
Mortgage Notes Payable Secured by Investment Property-$531,230-
Accounts Payable and Accrued Expenses$93,677$352,460▲ $258,783
Deferred Revenue$123,342--
Other Liabilities$161,303$77,500▼ $83,803
Total Liabilities$378,322$961,190▲ $582,868
Net Assets / Fund Balance
Unrestricted Net Assets$22,792$205,399▲ $182,607
Total Net Assets Fund Balance$22,792$205,399▲ $182,607
Total Liabilities and Net Assets / Fund Balance$401,114$1,166,589▲ $765,475

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$244,576$69,915$314,491
Other Land Buildings$289,754-$289,754
Equipment-$1,799$1,799
Other Assets Org$52,886--
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Melissa MckinseyDirectorPT$54,461$54,461
Lori WeissDirectorPT$50,322$50,322

Board Members and Trustees

NameTitle
JEANNE O'CALLAGHANDirector
Jennifer DupuyDirector
Judith AmbelangDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$2,331,036
Program Service Revenue
$147,695
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$168,307

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,478,731
Total Revenue per Audited Statements
$2,478,731
Total Revenue per Form 990
$2,478,731
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,163,183
Salaries, Compensation, and Employee Benefits$1,147,241
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$574,273$433,171-$1,007,444
Fees for Services Other$80,810--$80,810
Payroll Taxes$78,526--$78,526
Other Expenses$66,676--$66,676
Other Employee Benefits$61,271--$61,271
Depreciation Depletion$58,202--$58,202
Information Technology$23,519--$23,519
Fees for Services Accounting$21,869--$21,869
Occupancy$18,403--$18,403
Insurance$16,239--$16,239
All Other Expenses$7,947--$7,947
Advertising$7,685--$7,685
Interest$7,129--$7,129
Travel$2,715--$2,715
Office Expenses$816--$816
Fees for Services Legal$300--$300
Total Functional Expenses$1,877,253$433,171$0$2,310,424

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,310,424
Expenses per Audited Statements$2,310,423
Total Expenses per Audited Statements$2,310,423
Expenses Not Reported on Financial Statements$1
Other Expense Adjustments$1
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$77,500
Payroll Taxes, Interest and Penalties-
Due to Lori-
Tni Credit-
Opening Balance-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
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 11A

“The executive director reviews and approves form 990 prior to filing and makes it available to the board for review after filing.”

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

“Board members review and document the conflict of interest policy annually.”

Form 990, Part VI, Section B, Line 15

“All compensation is reviewed and approved by the board after comparisons to similar compensation in like businesses”

Form 990, Part VI, Section C, Line 17

“The state of arizona does not require a copy of form 990 for schools”

Form 990, Part VI, Section C, Line 19

“All public documents are made available upon written request”

Filing and Contact Details

Filer

Filer Name
Synergy Public School Inc
EIN
81-0695212
Address
2701 W BETHANY HOME RD, PHOENIX, AZ 85017

Signing Officer

Name
Lori Weiss
Title
Director
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lori Weiss
Formed
2015
Legal Domicile
Az
Voting Board Members
5
Independent Board Members
5
Employees
28

Preparer

Firm
Holcomb & Shreeve PC
Address
3050 E Irwin Ave, Mesa, AZ 85204
Preparer
Kristopher K Holcomb
Phone
4809634234
Supplemental Narrative

Financial Statement Notes

XII 4B

“ROUNDING DIFFERENCE”

Raw XML Appendix388 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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IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02478731
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02310423
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IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
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IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
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IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
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IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0false
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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL RECEIVES MONTHLY PAYMENTS AND GRANTS FROM THE STATE OF ARIZONA BASED ON THE NUMBER O STUDENTS ENROLLED AND ATTENDING. THE SCHOOL ALSO RECEIVES FEDERAL GRANTS PASSED THROUGH THE STATE OF ARIZONA AND THE DEPARTMENT OF EDUCATION. THESE FUNDS ARE IN ACCORDANCE WITH THE REQUIREMENTS SET FORTH BY THE GRANT AGREEMENTS.
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR REVIEWS AND APPROVES FORM 990 PRIOR TO FILING AND MAKES IT AVAILABLE TO THE BOARD FOR REVIEW AFTER FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS REVIEW AND DOCUMENT THE CONFLICT OF INTEREST POLICY ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD AFTER COMPARISONS TO SIMILAR COMPENSATION IN LIKE BUSINESSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE STATE OF ARIZONA DOES NOT REQUIRE A COPY OF FORM 990 FOR SCHOOLS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL PUBLIC DOCUMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11A
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 17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
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IRS990/SignificantNewProgramSrvcInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt02331036
IRS990/TotalEmployeeCnt028
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0433171
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01877253
IRS990/TotalFunctionalExpensesGrp/TotalAmt02310424
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0378322
IRS990/TotalLiabilitiesEOYAmt0961190
IRS990/TotalLiabilitiesGrp/BOYAmt0378322
IRS990/TotalLiabilitiesGrp/EOYAmt0961190
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0205399
IRS990/TotalProgramServiceExpensesAmt01877253
IRS990/TotalProgramServiceRevenueAmt0147695
IRS990/TotalReportableCompFromOrgAmt0104783
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0147695
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02478731
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01166589
IRS990/TravelGrp/ProgramServicesAmt02715
IRS990/TravelGrp/TotalAmt02715
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02701 W BETHANY HOME ROAD
IRS990/USAddress/CityNm0PHOENIX
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085017
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.SYNERGYPUBLICSCHOOLS.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI WEISS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SYNERGY PUBLIC SCHOOL INC
ReturnHeader/Filer/BusinessNameControlTxt0SYNE
ReturnHeader/Filer/EIN0810695212
ReturnHeader/Filer/USAddress/AddressLine1Txt02701 W BETHANY HOME RD
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085017
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId011E72D219891E4E9A141B667EA1E4CCDD733E7C8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId011E72D219891E4E9A141B667EA1E4CCDD733E7C8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.195.248.2
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm017:11:29
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Holcomb & Shreeve PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03050 E Irwin Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mesa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085204
ReturnHeader/PreparerPersonGrp/PhoneNum04809634234
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kristopher K Holcomb
ReturnHeader/ReturnTs02018-11-15T03:05:17-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,166,589
Liabilities
$961,190
Net assets
$205,399
Revenue
$2,478,731
Expenses
$2,310,424
Net income
$168,307
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.4$15.0$3.42$7.53$6.79$0.74
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.5$15.9$2.68$7.16$6.75$0.41
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$15.2$2.27$6.62$5.77$0.85
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$11.3$1.43$4.48$4.20$0.29
2020Summary only. Only limited summary data is available for this year.$8.06$6.92$1.14$4.00$3.44$0.56
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.76$0.58$3.61$3.24$0.37
2018Detailed filing. Detailed filing data is available for this year.$1.17$0.96$0.21$2.48$2.31$0.17
2017Summary only. Only limited summary data is available for this year.$0.40$0.38$0.02$0.45$0.43$0.02