BETA

SYNERGY ACADEMIES: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
SYNERGY ACADEMIES (EIN 20-0672173)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-04-14
IRS object ID
201821049349300007
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-04-14T09:13:31-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12210 EAST ROUTE 66AddressLine1Txt
CityGLENDORACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91740ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200672173EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SYNERGY ACADEMIESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSYNEBusinessNameControlTxt
Phone3232357960PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 78999AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90016ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTINA VOGELPersonNm
Person TitleTREASURERPersonTitleTxt
Phone3232357960PhoneNum
Signature2018-04-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDERRICK DE BRUYNEPreparerPersonNm
PTINP00591016PTIN
Phone6268577300PhoneNum
Preparation2018-03-30PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.137.57.251IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-04-11IPDt
IP Tm14:40:22IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD508D10E8820B6BA10C84F2667D458E385E339FAAtSubmissionCreationDeviceId
At Submission Filing Device Id2F518474FF51FBF0B3D46305DCDA324B78E60D02AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1SYNERGY CHARTER ACADEMY SYNERGY KINETIC ACADEMY & SYNERGY QUANTUM ACADEMYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerCHRISTINA VOGELPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 78999AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90016ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$17,023,101GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.WEARESYNERGY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2004FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionSYNERGY ACADEMIES' MISSION IS TO CREATE AND SHARE SOLUTIONS THAT ELIMINATE THE ACHIEVEMENT GAP. SYNERGY CREATES AND SHARES SOLUTIONS THROUGH THE OPERATION OF URBAN PUBLIC CHARTER SCHOOLS IN SOUTH LOS ANGELES THAT IMPLEMENT A HOLISTIC APPROACH TO EDUCATION, BELIEVE IN COLLECTIVE ACCOUNTABILITY, AND SHARE BEST PRACTICES THROUGH PROFESSIONAL COLLABORATION.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee163TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$16,381,518PYContributionsGrantsAmt
CY Contributions Grants$16,947,891CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,855PYInvestmentIncomeAmt
CY Investment Income$3,464CYInvestmentIncomeAmt
PY Other Revenue$93,638PYOtherRevenueAmt
CY Other Revenue$71,746CYOtherRevenueAmt
PY Total Revenue$16,478,011PYTotalRevenueAmt
CY Total Revenue$17,023,101CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$9,197,087PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$10,409,654CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,829CYTotalFundraisingExpenseAmt
PY Other Expenses$6,243,806PYOtherExpensesAmt
CY Other Expenses$5,393,451CYOtherExpensesAmt
PY Total Expenses$15,440,893PYTotalExpensesAmt
CY Total Expenses$15,803,105CYTotalExpensesAmt
PY Revenues Less Expenses$1,037,118PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,219,996CYRevenuesLessExpensesAmt
Total Assets BOY$11,056,694TotalAssetsBOYAmt
Total Assets EOY$12,401,565TotalAssetsEOYAmt
Total Liabilities BOY$762,338TotalLiabilitiesBOYAmt
Total Liabilities EOY$887,213TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$10,294,356NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,514,352NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSYNERGY ACADEMIES' MISSION IS TO CREATE AND SHARE SOLUTIONS THAT ELIMINATE THE ACHIEVEMENT GAP. SYNERGY CREATES AND SHARES SOLUTIONS THROUGH THE OPERATION OF URBAN PUBLIC CHARTER SCHOOLS IN SOUTH LOS ANGELES THAT IMPLEMENT A HOLISTIC APPROACH TO EDUCATION, BELIEVE IN COLLECTIVE ACCOUNTABILITY, AND SHARE BEST PRACTICES THROUGH PROFESSIONAL COLLABORATION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$14,205,115ExpenseAmt
Revenue$71,746RevenueAmt
DescPUBLIC CHARTER SCHOOLS SERVICING GRADES K-5, 6-8, AND 9-12.Desc
Total Program Service Expenses$14,205,115TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document32IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee163EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHRISTINA VOGELBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3232357960PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 78999AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90016ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
BRIAN HOLMAN
CHAIR2.00Yes (X)Yes (X)$0$0$0
MASAKO CARPENTER
MEMBER2.00Yes (X)$0$0$0
ERIC MEDINA
MEMBER2.00Yes (X)$0$0$0
KEVIN COX
VICE CHAIR2.00Yes (X)Yes (X)$0$0$0
CHARYN HARRIS
MEMBER2.00Yes (X)$0$0$0
TERRI STERR LEON
MEMBER2.00Yes (X)$0$0$0
SATPAL NAGPAL
MEMBER2.00Yes (X)$0$0$0
ROY CERVANTES
MEMBER2.00Yes (X)$0$0$0
CARLOS LEON-BOCANEGRA JR
MEMBER2.00Yes (X)$0$0$0
DULCIE KERMAH
MEMBER2.00Yes (X)$0$0$0
JANE LLEDO
MEMBER2.00Yes (X)$0$0$0
ELIZABETH ROLLICE
MEMBER2.00Yes (X)$0$0$0
ALEJANDRO VELEZ
MEMBER2.00Yes (X)$0$0$0
TAE H KIM
MEMBER2.00Yes (X)$0$0$0
MARGARET PALISOC
CHIEF EXECUTIVE OFFI40.00Yes (X)$150,189$0$30,315
CHRISTINA VOGEL
TREASURER40.00Yes (X)$115,616$0$19,783
BARBARA SHANNON
DIRECTOR, STEM ED40.00$113,145$0$31,902Yes (X)
JENNIFER EPPS
CHIEF ACHIEVEMENT OF40.00$138,554$0$32,139Yes (X)
PHILIP GEDEON
DIRECTOR40.00$110,565$0$19,475Yes (X)
CHRISTINE MAYHILL
DIRECTOR40.00$105,684$0$18,630Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$733,753TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$152,244TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K6IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
DIRECTED SPECIALIZED SERVICES
PO BOX 743425LOS ANGELESCA90074EDUCATIONAL STAFFING$193,732
DIRECTED SOLUTIONS
PO BOX 743425LOS ANGELESCA90074EDUCATIONAL STAFFING$125,391
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Government Grants$16,824,913GovernmentGrantsAmt
All Other Contributions$122,978AllOtherContributionsAmt
Total Contributions$16,947,891TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,464TotalRevenueColumnAmt
Exclusion$3,464ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business900099BusinessCd
Total Revenue Column$71,746TotalRevenueColumnAmt
Related Or Exempt Func Income$71,746RelatedOrExemptFuncIncomeAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$71,746OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,023,101TotalRevenueColumnAmt
Related Or Exempt Func Income$71,746RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,464ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$330,847TotalAmt
Program Services$92,024ProgramServicesAmt
Management And General$238,823ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$7,988,449TotalAmt
Program Services$7,388,537ProgramServicesAmt
Management And General$599,912ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$996,690TotalAmt
Program Services$915,239ProgramServicesAmt
Management And General$81,451ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$813,542TotalAmt
Program Services$703,952ProgramServicesAmt
Management And General$109,590ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$280,126TotalAmt
Program Services$240,640ProgramServicesAmt
Management And General$39,486ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$134,266TotalAmt
Program Services$134,266ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$69,594TotalAmt
Management And General$69,594ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,286,744TotalAmt
Program Services$1,215,074ProgramServicesAmt
Management And General$71,670ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$177,802TotalAmt
Program Services$19,131ProgramServicesAmt
Management And General$158,671ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$164,634TotalAmt
Program Services$141,216ProgramServicesAmt
Management And General$23,418ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$822,627TotalAmt
Program Services$822,627ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$318,277TotalAmt
Program Services$255,948ProgramServicesAmt
Management And General$62,329ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$931TotalAmt
Program Services$931ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$7,895TotalAmt
Program Services$7,895ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$74,604TotalAmt
Management And General$74,604ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
INSTRUCTIONAL MATERIALS$1,629,164$1,629,164
OTHER EXPENSES$402,960$334,518$65,613$2,829
SPECIAL EDUCATION$199,602$199,602
FIELD TRIP$104,351$104,351

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$15,803,105TotalAmt
Program Services$14,205,115ProgramServicesAmt
Management And General$1,595,161ManagementAndGeneralAmt
Fundraising$2,829FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$9,433,387BOYAmt
EOY$10,759,456EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,568,394BOYAmt
EOY$1,474,534EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$38,692BOYAmt
EOY$145,212EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$295,360LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$272,997LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$16,221BOYAmt
EOY$22,363EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$11,056,694BOYAmt
EOY$12,401,565EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$762,338BOYAmt
EOY$887,213EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$762,338BOYAmt
EOY$887,213EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,132,716BOYAmt
EOY$11,349,443EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$161,640BOYAmt
EOY$164,909EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,294,356BOYAmt
EOY$11,514,352EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,056,694BOYAmt
EOY$12,401,565EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,219,996ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$281,323OtherCostOrOtherBasisAmt
Depreciation$272,997DepreciationAmt
Book Value$8,326BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,037OtherCostOrOtherBasisAmt
Book Value$14,037BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$22,363TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$17,023,101TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$17,023,101RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$17,023,101TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$15,803,105TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$15,803,105ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$15,803,105TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationSYNERGY IS A NON-PROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. SYNERGY FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION, AND THE STATE OF CALIFORNIA. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY.ExplanationTxt

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3SYNERGY ACADEMIES MAKES ITS NONDISCRIMINATORY POLICY KNOWN THROUGH THEIR WEBSITE AND ON THE STUDENT'S APPLICATIONS. SYNERGY DRAWS ITS STUDENTS FROM THE LOCAL COMMUNITY, AND CURRENTLY ENROLLS STUDENTS OF RACIAL MINORITY GROUPS IN MEANINGFUL NUMBERS (92.5% LATINO, 7% AFRICAN-AMERICAN, AND 5% OTHER)
SCHEDULE E, PART I, LINE 6AS A CHARTER SCHOOL, SYNERGY ACADEMIES RECEIVES A PER ADA FEE FROM THE CALIFORNIA DEPARTMENT OF EDUCATION FOR EVERY PUPIL ATTENDING THE SCHOOL. ADDITIONALLY, SYNERGY ACADEMIES IS ELIGIBLE FOR LOCAL, STATE AND FEDERAL PROGRAMS, AND CALIFORNIA LOTTERY FUNDS.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MARGARET PALISOC
CHIEF EXECUTIVE OFFI$150,189$0$0$0$0$0$19,268$0$11,047$0$180,504$0$0$0
JENNIFER EPPS
CHIEF ACHIEVEMENT OF$138,554$0$0$0$0$0$17,867$0$14,272$0$170,693$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE RETURN IS INITIALLY REVIEWED BY MANAGEMENT AND THEN REVEIWED BY THE BOARD PRIOR TO FILING RETURN.
FORM 990, PART VI, SECTION B, LINE 12CSYNERGY'S OFFICERS, DIRECTORS OR TRUSTEES, AND KEY EMPLOYEES COMPLETE FORM 700 EACH YEAR TO PUBLICLY DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. FORM 700 IS A PUBLIC DOCUMENT, AND COPIES ARE RETAINED AT SYNERGY ACADEMIES AND THE ORIGINALS ARE MAINTAINED BY THE LOS ANGELES UNIFIED SCHOOL DISTRICT.
FORM 990, PART VI, SECTION B, LINE 15SYNERGY ACADEMIES HAS A COMPENSATION POLICY IN WHICH NO MANAGEMENT OFFICAL INCLUDING DIRECTORS AND KEY EMPLOYEES MAY BE COMPENSATED WITHOUT BOARD APPROVAL. IN ADDITION, THE REASONABLENESS OF COMPENSATION WILL BE REVIEWED TO COMPARABLE DATA AND THE DELIBERATION AND DECISION OF THE REASONABLENESS OF THE COMPENSATION WILL BE DOCUMENTED IN THE CORPORATE MINUTE BOOKS. THIS PROCESS WILL REVIEW THE FAIRNESS OF ANY COMPENSATION TO THESE TOP MANAGEMENT OFFICALS UPON THEIR HIRE OR CHANGE IN COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19THE SCHOOL PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST.

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