Civic Intelligence

Synergy Charitable Foundation

990PF • Fiscal year 2020 • EIN 85-2787379

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
601 Carlson ParkwayMinnetonka, MN 55305

(952) 905-9119

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

91st percentile

62%

Higher net margin than 91% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

$14,414,507

No earlier filing loaded for comparison.

Net Assets

$14,414,507

No earlier filing loaded for comparison.

Liabilities

$1

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin91st percentile

Revenue

$25,787

No earlier filing loaded for comparison.

Expenses

$9,918

No earlier filing loaded for comparison.

Net Income

$15,869

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30M$20M$10M$0Assets 2020: $14,414,507Liabilities 2020: $1Net 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

2020

Assets$14,414,507
Liabilities$1
Net Assets$14,414,507
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$25,787
Expenses$9,918
Net Income$15,869
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL J DINZEOPresident/Director-$0--
MARGARET CRONINDirector/Secretary-$0--
PETER F PIERCE JRDirector-$0--
CAROLYN L PIERCEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Synergy Charitable Foundation
EIN
85-2787379
Phone
9529059119
Address
601 CARLSON PARKWAY, MINNETONKA, MN 55305

Signing Officer

Name
Paul J Dinzeo
Title
President
Phone
9529059119
Signed
2021-11-15
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 Appendix278 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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Filings

Displayed year

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

Open filing
Assets
$14,414,507
Liabilities
$1
Net assets
$14,414,507
Revenue
$25,787
Expenses
$9,918
Net income
$15,869
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
Peer Organizations

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