2016-08-03T14:53:28-05:00 2015-12-31 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2015-01-01 430970674 SYNERGY SERVICES INC % BETH SULLIVAN SYNE 8165874100 400 EAST 6TH STREET PARKVILLE MO 64152 ROBIN S WINNER EXECUTIVE DIRECTOR 8165874100 2016-08-15 true Michael J Engle P00482834 8162216300 2015 2016-12-15 16:53:06Z ROBIN S WINNER 400 EAST 6TH STREET PARKVILLE MO 64152 10540049 false X WWW.SYNERGYSERVICES.ORG X 1971 MO AS A VIOLENCE PREVENTION AND INTERVENTION AGENCY, SYNERGY SERVICES' MISSION IS TO STRENGTHEN THE COMMUNITY THROUGH CRISIS RESPONSE, SHELTER, COUNSELING, ADVOCACY AND EDUCATION. 18 18 197 500 0 7752147 9030551 447162 346985 31190 14451 -136299 -139697 8094200 9252290 0 0 0 0 4873655 5268227 137934 0 633909 1980419 2380948 6992008 7649175 1102192 1603115 3645952 5586771 2469177 2603779 1176775 2982992 X AS A VIOLENCE PREVENTION AND INTERVENTION AGENCY, SYNERGY SERVICES' MISSION IS TO STRENGTHEN THE INDIVIDUAL, FAMILY AND COMMUNITY THROUGH CRISIS RESPONSE, SHELTER, COUNSELING, ADVOCACY AND EDUCATION. false false 1234635 0 155766 FAMILY CARE THERAPY (CLINICAL SERVICES) - SEE SCHEDULE O. 1174478 0 0 PREVENTION EDUCATION (COMMUNITY) INCLUDES STOP VIOLENCE, SAFE PLACE STREET OUTREACH, AND THE YOUTH RESILIENCY CENTER. COMMUNITY-BASED EDUCATION AND AWARENESS PROGRAMS ARE CRITICAL TO BREAKING THE CYCLE OF VIOLENCE. WE OFFER A RANGE OF COMPREHENSIVE PROGRAMS DESIGNED TO STOP VIOLENCE AND ENCOURAGE GOOD DECISIONS WITH POSITIVE OUTCOMES FOR THE ENTIRE COMMUNITY. THE KINDEST KANSAS CITIAN AWARDS BANQUET IS AN ANNUAL FUNDRAISER HELD TO SUPPORT PROGRAMMING AND ACKNOWLEDGES COMMUNITY MEMBERS WHO ARE KIND. PERSONS SERVED: 22,389 3404077 0 0 RESIDENTIAL PROGRAM SERVICES - SEE SCHEDULE O. 355129 0 191219 6168319 true true false false false false false false false true true false false true false false false true false false false false false true true false false false false true false false false false false false true true true false false false false true true true true false true 9 0 true 197 true false false false false false true true false false false true false X 18 18 false false false false false false false true true false false true true true true true true true false false MO X X X BETH SULLIVAN 8165874100 400 EAST 6TH STREET PARKVILLE MO 64152 TIMOTHY LAYCOCK BOARD CHAIR 2.0 2.0 X X 0 0 0 GREG PRESONELLI BOARD VICE CHAIR 2.0 2.0 X X 0 0 0 CORY MILLER BOARD SECRETARY 2.0 1.0 X X 0 0 0 MICHELLE BROWN BOARD TREASURER 2.0 2.0 X X 0 0 0 TOM ISENBERG BOARD PAST CHAIR 2.0 1.0 X X 0 0 0 TOMMY TAYLOR BOARD PAST CHAIR 2.0 1.0 X X 0 0 0 JENNY MILES MARKETING CMTE CO-CHAIR 1.0 0.0 X 0 0 0 JOSH MITCHEM MARKETING CMTE CO-CHAIR 1.0 0.0 X 0 0 0 JONANN CAVANAUGH MEMBER AT LARGE 1.0 0.0 X 0 0 0 TIANDRA DAVIS MEMBER AT LARGE 1.0 0.0 X 0 0 0 VINCENT HAMILTON MEMBER AT LARGE 1.0 0.0 X 0 0 0 SCOTT SCHOENFELD MEMBER AT LARGE 1.0 0.0 X 0 0 0 WAYNE THREATT MEMBER AT LARGE 1.0 0.0 X 0 0 0 KAR WOO MEMBER AT LARGE 1.0 0.0 X 0 0 0 PAUL FREGEAU LIAISON MEMBER 1.0 0.0 X 0 0 0 CHERYL GIVENS MEMBER AT LARGE 1.0 0.0 X 0 0 0 BRANDY SHOPE PERCONNEL CMTE CHAIR 1.0 0.0 X 0 0 0 ANN WHITTY PROGRAM SVCS CMTE CHAIR 1.0 0.0 X 0 0 0 DR TERRA FRAZIER MEMBER AT LARGE 1.0 0.0 X 0 0 0 ERIKA MOODY MEMBER AT LARGE 1.0 0.0 X 0 0 0 DAWN PARSONS MEMBER AT LARGE 1.0 0.0 X 0 0 0 HEATHER SICKS MEMBER AT LARGE 1.0 0.0 X 0 0 0 DARCY STEWART MEMBER AT LARGE 1.0 0.0 X 0 0 0 ROBIN WINNER EXECUTIVE DIRECTOR 50.0 1.0 X 138997 0 1187 DENNIS MEIER ASSOCIATE EXECUTIVE DIRECTOR 50.0 1.0 X 133649 0 21365 BETH SULLIVAN DIRECTOR OF FINANCE 45.0 0.0 X 88000 0 13239 360646 0 35791 2 false true false BLACKBIRD DESIGNS 2100 CENTRAL STE 21 KANSAS CITY MO 64108 ARCHITECTURE 171613 JE DUNN CONSTRUCTION 1001 LOCUST STREET KANSAS CITY MO 64106 GENERAL CONTRACTOR 179975 2 180568 531759 4642803 3675421 40232 9030551 PROGRAM FEES 624100 176394 176394 THRIFT STORE SALES 448000 170591 170591 346985 13642 13642 0 0 1240 15891 -14651 0 -14651 -14651 1087893 1086931 153 962 -153 809 809 44250 531759 184784 -140534 -140534 0 0 MISCELLANEOUS REVENUE 900099 15488 15488 15488 9252290 346985 -125246 0 0 0 0 396437 331692 33561 31184 53999 53999 3989768 3338171 337762 313836 5787 4842 490 455 507378 424515 42953 39910 314858 263436 26655 24767 0 0 59404 59404 0 0 2472 2472 207209 146758 47214 13237 0 263268 31264 66316 165689 0 0 665772 649343 11214 5215 0 0 0 107373 107373 0 152382 117675 32563 2145 125454 111746 8689 5016 Bad Debt 2277 -12626 3006 11898 Training and Development 113041 93736 12737 6569 Program Expense 591289 585373 4126 1790 NMTC Contribution Expense 21453 6692 11885 2876 69554 21703 38527 9322 7649175 6168319 846947 633909 625050 2098537 0 0 847287 1120046 183278 161131 0 0 0 0 0 0 0 0 67187 74563 3886586 2471109 1183762 1415477 320345 313865 0 0 0 0 0 0 419043 403152 3645952 5586771 443442 466132 0 0 0 0 0 0 0 0 0 0 2025735 2137647 0 0 0 0 2469177 2603779 X -1110067 -650362 2145703 3492215 141139 141139 1176775 2982992 3645952 5586771 X 1603115 -18702 221804 X false true X true true true X 5474251 5435179 5762253 7752147 9030551 33454381 0 0 5474251 5435179 5762253 7752147 9030551 33454381 331028 33123353 20974 9681 14591 19579 14882 79707 0 8724 3882 13310 13980 15488 55384 33589472 2369048 0.98612 0.98391 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 320345 0 -4008 0 0 2472 313865 305769 0 17053 0 0 2477 320345 393092 0 48364 0 133062 2625 305769 362970 0 53485 0 0 23363 393092 392788 2500 -29087 0 0 3231 362970 0.45000 0.55000 true false 2509164 1630565 878599 259853 174788 85065 764940 665756 99184 352629 352629 1415477 Pratt Property 400262 DONATED ARTWORK 2890 403152 9559896 -18702 15911 310397 307606 9252290 9252290 7918567 15911 253481 269392 7649175 7649175 SCHEDULE D, PART V, LINE 4 ENDOWMENT FUNDS ARE USED FOR THE LONGEVITY OF THE AGENCY AND ARE INVESTED IN GROWTH PATTERN. SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINES 2D FUNDRAISING EVENTS' EXPENSES $ 184,784 RELATED ORGANIZATIONS' REVENUE 431,178 ELIMINATIONS ( 321,456) RENTAL EXPENSE 15,891 ---------- $ 310,397 SCHEDULE D, PART XII, LINE 2D FUNDRAISING EVENTS' EXPENSES $ 184,784 RELATED ORGANIZATIONS' EXPENSES 374,262 ELIMINATIONS ( 321,456) RENTAL EXPENSE 15,891 ---------- $ 253,481 X X X X X X true LINTECUM GROUP STAND UP FOR SYNERGY false 368950 20000 348950 KERNS ASSOCIATES LLC GROWTH CAP. CAMPAIGN false 2540751 41080 2499671 2909701 61080 2848621 MO STND UP 4 SYNGY 368950 352450 16500 2068 20825 1573 76610 36782 KNDST KS CITIA 175859 165109 10750 599 1775 14469 6600 11621 3 31200 14200 17000 1203 5824 1527 150 3158 576009 531759 44250 3870 28424 17569 83360 51561 184784 -140534 X X false false false false false false false false false DENNIS MEIER ASSOCIATE EXECUTIVE DIRECTOR 133649 0 0 0 0 0 267 0 21098 0 155014 0 0 0 SCHEDULE L, PART IV, LINE 1 (A) MEREDITH ROSENBERG (B) DAUGHTER OF ROBIN S. WINNER, EXECUTIVE DIRECTOR OF SYNERGY SERVICES, INC. (C) $53,999 (D) COMPENSATION AND BENEFITS (E) NO SCHEDULE L, PART IV, LINE 2 (A) BLACKBIRD DESIGNS (B) ERIKA MOODY, BOARD MEMBER, IS AN OWNER OF BLACKBIRD DESIGNS (C) $171,613 (D) ARCHITECTUAL DESIGN WORK (E) NO X 1 6377 FMV X VOUCHERS 1 35597 FMV false false false SCHEDULE M, PART I, COLUMN B THE NUMBER OF ITEMS CONTRIBUTED HAS BEEN REPORTED. CREATION OF NEW ENTITIES During July 2010, Synergy created two new entities, Synergy Real Estate Holdings, Inc. (SREH), a 501(c)2 real estate holding company and Synergy Financial Support Corporation (SFSC) a 501(c)3, both of which are operated exclusively for the benefit of Synergy. The entities were created in conjunction with the New Market Tax Credit transaction discussed below. A separate IRS Form 990 was prepared for each entity; therefore the three forms must be reviewed in conjunction with one another for an accurate picture of Synergy Services, Inc. as a whole. New Market Tax Credit Transaction On July 14, 2010, Synergy Services Inc. (Synergy) and it's newly formed supporting organizations, Synergy Real Estate Holdings, Inc. (Synergy Real Estate) and Synergy Financial Support Corporation (Synergy Financial Support), entered into a transaction which generated tax credits called New Market Tax Credits (NMTCs) under IRC Section 45D. In the transaction, Synergy Real Estate received loans totaling $6,860,000 from an investment account funded primarily by Synergy's other support organization, Synergy Financial Support Corporation. Synergy will have the option to acquire all membership rights of the investment fund which holds the loans and forgive the related debt at the end of the 7 year NMTC compliance period. Synergy Real Estate used a majority of these proceeds to purchase the Youth Resiliency Center and Synergy House facilities from Synergy which significantly reduced the amount of fixed assets on Synergy's books (See 990 Part X 10a) and increased the assets of Synergy Real Estate. Synergy continues to utilize the youth campus facilities in the same manner as prior to the transaction. Synergy transferred $5,289,918 of the $6,500,000 purchase price received to Synergy Financial Support (See the reconciliation of net assets 990 Part XI, Line 5 and reconciliation of change in net assets Schedule D Part XI Line 8), which funded the investment account as noted above. FORM 990, PART III, LINE 4A FAMILY CARE THERAPY (CLINICAL SERVICES): CLIENTS REPRESENT A BROAD CROSS SECTION OF THE POPULATION SPANNING GENDER, AGE, RACE AND SIX COUNTY LINES. MOST CLIENTS HAVE ANNUAL FAMILY INCOMES OF LESS THAN $25,000 MAKING IT DIFFICULT TO ACCESS THE VARIETY OF SERVICES THEY NEED THROUGH TRADITIONAL MEANS. SERVICES ARE PROVIDED ON SLIDING SCALE AND NO ONE IS TURNED AWAY FOR INABILITY TO PAY. A WELL FUNCTIONING FAMILY PROVIDES SUCCESS TO EACH OF ITS MEMBERS. WE OFFER INDIVIDUAL, GROUP AND FAMILY COUNSELING ON A STAND ALONE BASIS AS A PART OF OUR PROGRAMS, SUCH AS DOMESTIC VIOLENCE PREVENTION AND COUNSELING, TEEN PARENT SUPPORT, CHILDREN'S ADVOCACY CENTER (FORENSIC INTERVIEWING), AND THERAPY SERVICES FOR ALL OTHER PROGRAMMING WITHIN THE AGENCY. FORM 990, PART III, LINE 4C RESIDENTIAL PROGRAM SERVICES: RESIDENTIAL PROGRAM SERVICES INCLUDES SYNERGY HOUSE, WOMEN'S CENTER, CHILDREN'S CENTER, TRANSITIONAL LIVING, PERMANENT HOUSING FOR HOMELESS AND UNATTACHED YOUTH, AND HOTLINE PHONE CALLS. SYNERGY PROVIDES A SAFE, THERAPEUTIC ENVIRONMENT FOR CHILDREN BIRTH TO 22 TO BEGIN THE HEALING PROCESS AND TO GO ON TO LEAD HEALTHY, PRODUCTIVE LIVES. ON ANY GIVEN NIGHT, THERE ARE 2,000 TEENS LIVING ON THE STREETS, SLEEPING IN CARS, OR COUCH SURFING WITH FRIENDS BECAUSE THEY DO NOT HAVE A PLACE TO LIVE. THE YOUTH RESILIENCY CENTER(YRC) OPENED IN 2009 BRINGING TOGETHER COMPREHENSIVE SERVICES TO YOUTH FOR HEALING RELATIONSHIP VIOLENCE, SYNERGY PROVIDES THE SAFETY AND SUPPORT NECESSARY FOR ABUSED WOMEN AND THEIR CHILDREN TO MOVE BEYOND THE TRAUMA CAUSED BY AN ABUSIVE RELATIONSHIP. FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICES: SYNERGY SERVICES, INC. IS A LIFELINE FOR GREATER KANSAS CITY'S FAMILIES AND INDIVIDUALS IN CRISIS. FOR 40 YEARS, THE ORGANIZATION HAS REACHED OUT TO VICTIMS OF VIOLENCE, ABUSE AND NEGLECT AND PROVIDED CRISIS INTERVENTION, SHELTER, COUNSELING, MENTORING, COURT SERVIES, PREVENTION EDUCATION AND ADVOCACY. THROUGH A SERIES OF MERGERS OF SMALLER AGENCIES, SYNERGY GREW TO BECOME ONE THE KANSAS CITY'S LARGEST AND MOST COMPREHENSIVE SOCIAL SERVICE AGENCIES, PROVIDING A BLEND OF PROGRAMS AND PROJECTS TO OVERCOME DOMESTIC VIOLENCE, CHILD ABUSE, BULLYING, FAMILY DYSFUNCTION AND ADOLESCENT HOMELESSNESS. LOCATED LARGELY IN THE NORTHLAND, THE ORGANIZATION SERVICES CLIENTS OF ALL AGES FROM ACROSS THE METROPOLITAN AREA. TRUE TO ITS NAME, SYNERGY SERVICES DOES PROVIDE SYNERGY...THE INTEGRATED WORK OF THE ORGANIZATION IS STRONGER AND MORE COMPLETE THAN ANY OF THE ORGANIZATION'S COMPONENT PROGRAMS COULD BE ON THEIR OWN. COMMITTED TO QUALITY CARE, SYNERGY SERVICES, INC. IS ACCREDITATED BY THE COUNCIL ON ACCREDITATION (COA), LICENSED BY THE STATE OF MISSOURI, ACCREDITED BY THE NATIONAL CHILDREN'S ALLIANCE, CERTIFIED BY THE UNITED WAY, AND APPROVED BY DEPARTMENT OF HEALTH AND HUMAN SERVICES and THE MISSOURI DEPARTMENT OF MENTAL HEALTH. THE ORGANIZATION IS A MEMBER OF THE MISSOURI COALITION AGAINST DOMESTIC AND SEXUAL VIOLENCE, AND THE NATIONAL NETWORK FOR YOUTH. OTHER PROGRAM SERVICES INCLUDE A THRIFT STORE. SYNERGY IN STYLE THRIFT STORE: SERVING SYNERGY PROGRAMS, CLIENTS AND THE NORTHLAND WITH QUALITY NEW AND USED MERCHANDISE. ALL PROCEEDS ARE USED FOR AGENCY AND CLIENT SUPPORT. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE DIRECTOR GATHERS INFORMATION TO PREPARE THE FORM 990 TAX RETURN. THIS INFORMATION IS THEN GIVEN TO AN INDEPENDENT CPA FIRM TO PREPARE THE FORM 990 TAX RETURN. THE INDEPENDENT CPA FIRM PROVIDES THE FINANCE DIRECTOR WITH A DRAFT OF THE FORM 990. THE AUDIT COMMITTEE THEN REVIEWS THE FORM 990 AND PROVIDES THE CPA FIRM WITH A LIST OF COMMENTS AND SUGGESTIONS. ONCE THE AUDIT COMMITTEE AND THE CPA FIRM APPROVE THE FORM 990, THEN THE FORM 990 IS PRESENTED TO THE GOVERNING BOARD FOR A FINAL REVIEW PRIOR TO FILING THE TAX RETURN. FORM 990, PART VI, SECTION B, LINE 12C AT THE TIME OF HIRE OR ELECTION (IN THE CASE OF DIRECTORS) AND ANNUALLY THEREAFTER, THE OFFICERS, DIRECTORS, AND KEY EMPLOYEES SHALL PROVIDE THE APPLICABLE CONFLICT OF INTEREST DISCLOSURES WHICH SHALL BE COMPLETED TO IDENTIFY ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH IT IS BELIEVED A CONFLICT MAY ARISE. IF A CONFLICT ARISES, THE OFFICER OR DIRECTOR ABSTAINS FROM THE VOTE OF THE CONFLICTED POSITION. KEY EMPLOYEES ARE NOT ALLOWED TO VOTE ON ORGANIZATION'S GOVERNING POLICIES. ANNUAL MONITORING AND REVIEW PROCEDURES SHALL BE PART OF THE ORGANIZATION'S COMPLIANCE PLAN. AN APPROPRIATE REPORT SHALL BE SUBMITTED TO THE EXECUTIVE BOARD CONCERNING ANY INTEREST DISCLOSED. FORM 990, PART VI, SECTION B, LINE 15A ON AN ANNUAL BASIS, THE BOARD OF DIRECTORS REQUIRE HUMAN RESOURCES TO PERFORM A SURVEY IN THE LOCAL AREA FOR OTHER NOT-FOR-PROFIT ORGANIZATIONS TO COMPARE SALARIES TO THE EXECUTIVE DIRECTOR'S COMPENSATION FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANICAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST, BY WALK-IN, OR ON WEBSITE. FORM 990, PART XI, LINE 5 TRANSFERS TO AFFILIATE*** $ 221,804 ***SEE DISCUSSION OF NEW MARKET TAX CREDIT TRANSACTION ON SCHEDULE O SYNERGY FINANCIAL SUPPORT CORPORATION 400 EAST 6TH STREET PARKVILLE MO 64152 272977727 SUPPORT ORG MO 501(C)(3) 11A SYNERGY SERV true SYNERGY REAL ESTATE HOLDINGS INC 400 E 6TH ST PARKVILLE MO 641523703 272977680 REAL ESTATE MO 501(C)(2) SYNERGY SERV true false false false false false false false false false false true false false true false false false false true SYNERGY REAL ESTATE HOLDINGS INC K 300000 LEASE AGREEMENT SYNERGY FINANCIAL SUPPORT CORPORATION S 52585 CASH TRANSFER SYNERGY REAL ESTATE HOLDINGS INC S 169219 CASH TRANSFER