Civic Intelligence

Synergy Charitable Foundation

990PF • Fiscal year 2022 • EIN 85-2787379

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 10, 2023

Organization Profile
861 Lake Street NWayzata, MN 55391

(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.

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

94th percentile

84%

Higher net margin than 94% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

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.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

92nd percentile

47%

Faster asset growth than 92% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

100th percentile

7756%

Faster revenue growth than 100% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$21,093,291

Up $6,715,117 (+47%) from 2021

Net Assets

Up

$21,093,291

Up $6,715,117 (+47%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin94th percentile

Revenue

Up

$8,194,828

Up $8,090,511 (+7756%) from 2021

Expenses

Up

$1,320,002

Up $1,140,718 (+636%) from 2021

Net Income

Up

$6,874,826

Up $6,949,793 (+9270%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$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

2022

Assets$21,093,291
Liabilities$0
Net Assets$21,093,291
Open 2022 Filing

Operations Trend

Revenue Growth100th percentile

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

2022

Revenue$8,194,828
Expenses$1,320,002
Net Income$6,874,826
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 10, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL J DINZEODirector/Secretary-$0--
TIM BAERDirector/Treasurer-$0--
PETER F PIERCE JRPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMINNEAPOLIS FOUNDATIONGENERAL OPERATING FUNDPCMINNEAPOLIS, MN, US$925,000
Paid GrantUBS OPTIMUS FOUNDATION FUNDGENERAL OPERATING FUNDPCJENKINTOWN, PA, US$333,334
Paid GrantONE WORLD SURGERYGENERAL OPERATING FUNDPCDEERFIELD, IL, US$50,000
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
2023-08-10
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 Appendix322 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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ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,093,291
Liabilities
$0
Net assets
$21,093,291
Revenue
$8,194,828
Expenses
$1,320,002
Net income
$6,874,826
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