Civic Intelligence

Synergy Charitable Foundation

EIN 85-2787379 • Wayzata, MN

861 Lake Street NWayzata, MN 55391
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

10th percentile

-35%

Higher net margin than 10% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

27th percentile

-1.4%

Faster asset growth than 27% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

31%

Faster revenue growth than 73% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$20,209,710

Down $284,741 (-1.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$20,209,710

Down $284,741 (-1.4%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin10th percentile

Revenue

Up

$809,854

Up $190,733 (+31%) from 2023

Expenses

Down

$1,092,653

Down $123,388 (-10%) from 2023

Net Income

Up

-$282,799

Up $314,121 (+53%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$30M$20M$10M$0Assets 2020: $14,414,507Liabilities 2020: $0Net Assets 2020: $14,414,5072020Assets 2021: $14,378,174Liabilities 2021: $0Net Assets 2021: $14,378,1742021Assets 2022: $21,093,291Liabilities 2022: $0Net Assets 2022: $21,093,2912022Assets 2023: $20,494,451Liabilities 2023: $0Net Assets 2023: $20,494,4512023Assets 2024: $20,209,710Liabilities 2024: $0Net Assets 2024: $20,209,7102024

Highlighted filing

2024

Assets$20,209,710
Liabilities$0
Net Assets$20,209,710
Open 2024 Filing

Operations Trend

Revenue Growth73rd percentile

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

$10M$5.0M$0-$5.0MRevenue 2020: $25,787Expenses 2020: $9,918Net Income 2020: $15,8692020Revenue 2021: $104,317Expenses 2021: $179,284Net Income 2021: -$74,9672021Revenue 2022: $8,194,828Expenses 2022: $1,320,002Net Income 2022: $6,874,8262022Revenue 2023: $619,121Expenses 2023: $1,216,041Net Income 2023: -$596,9202023Revenue 2024: $809,854Expenses 2024: $1,092,653Net Income 2024: -$282,7992024

Highlighted filing

2024

Revenue$809,854
Expenses$1,092,653
Net Income-$282,799
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,209,710
Liabilities
$0
Net assets
$20,209,710
Revenue
$809,854
Expenses
$1,092,653
Net income
-$282,799
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.2$0.00$20.2$0.81$1.09$0.28
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.5$0.00$20.5$0.62$1.22$0.60
2022Detailed filing. Detailed filing data is available for this year.$21.1$0.00$21.1$8.19$1.32$6.87
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.4$0.00$14.4$0.10$0.18$0.07
2020Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$0.03$0.01$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL J DINZEODirector/Secretary-$0--
TIM BAERDirector/Treasurer-$0--
PETER F PIERCE JRPresident-$0--
Filing and Contact Details

Filer

Filer Name
Synergy Charitable Foundation
EIN
85-2787379
Phone
9529059119
Address
861 LAKE STREET N, WAYZATA, MN 55391

Signing Officer

Name
Paul J Dinzeo
Title
Secretary
Phone
9529059119
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Dougherty Tax and Accounting LLC
Address
861 LAKE STREET NORTH, WAYZATA, MN 55391
Preparer
Casey Reinke
Phone
6123764040
Raw XML Appendix298 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/TotalGrantOrContriPdDurYrAmt01000000
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/AppliedToCurrentYearAmt01001750
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01072679
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt070929
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0136379
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt070929
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt065450
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt065450
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01001750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt065450
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0136379
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01942
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK-TO-TAX TIMING DIFFERENCES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt070507
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt070507
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt018646
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt09323
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL J DINZEO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09529059119
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SYNERGY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SYNE
ReturnHeader/Filer/EIN0852787379
ReturnHeader/Filer/PhoneNum09529059119
ReturnHeader/Filer/USAddress/AddressLine1Txt0861 LAKE STREET N
ReturnHeader/Filer/USAddress/CityNm0WAYZATA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055391
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0853872997
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOUGHERTY TAX AND ACCOUNTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0861 LAKE STREET NORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAYZATA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055391
ReturnHeader/PreparerPersonGrp/PhoneNum06123764040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CASEY REINKE
ReturnHeader/ReturnTs02025-11-12T12:55:49-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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