SYNERGOS INSTITUTE INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SYNERGOS INSTITUTE INC (EIN 13-3392006)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-07
- IRS object ID
- 201103119349301020
- Schema version
- 2010v3.4
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-07T14:09:50-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM MCGLADREY INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100362602 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133392006 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SYNERGOS INSTITUTE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SYNE | NameControl |
| Phone | 6469632126 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 MADISON AVENUE 21ST FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10010 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT DUNN | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 2124478111 | Phone |
| Date Signed | 2011-10-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARTIN GREIF | Name |
| Phone | 2123721000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROBERT DUNN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 MADISON AVENUE 21ST FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9256861 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SYNERGOS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1986 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | SYNERGOS AND ITS PARTNERS MOBILIZE RESOURCES AND BRIDGE SOCIAL AND ECONOMIC DIVIDES TO REDUCE POVERTY AND INCREASE EQUITY AROUND THE WORLD BY SUPPORTING LOCAL COMMUNITIES IN DEVELOPING EFFECTIVE SUSTAINABLE SOLUTIONS TO PROBLEMS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 29 | TotalNbrEmployees |
| Total Nbr Volunteers | 22 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3873104 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5460135 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 348110 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 625612 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -1283932 | InvestmentIncomePriorYear |
| Investment Income Current Year | 93066 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 42161 | OtherRevenuePriorYear |
| Other Revenue Current Year | 77598 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2979443 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6256411 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 595736 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 637703 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4050929 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3765582 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 521667 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4377633 | OtherExpensePriorYear |
| Other Expenses Current Year | 3287868 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9024298 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7691153 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -6044855 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1434742 | RevenuesLessExpensesCY |
| Total Assets BOY | 18742898 | TotalAssetsBOY |
| Total Assets EOY | 18181859 | TotalAssetsEOY |
| Total Liabilities BOY | 1884058 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1812149 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16858840 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16369710 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ENLISTING PUBLIC SUPPORT INCLUDING COLLABORATION WITH PARTNERSHIP GROUPS IN THE US, JAPAN, EUROPE AND SOUTHERN HEMISPHERE COUNTRIES TO OVERCOME POVERTY THROUGH THE PUBLIC, THE PRIVATE SECTOR AND OPINION MAKERS. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2782958 | Expense |
| Grants | 576400 | Grants |
| Revenue | 105647 | Revenue |
| Description | NETWORKS- SYNERGOS HAS 3 NETWORKS: THE SENIOR FELLOWS, THE GLOBAL PHILANTHROPISTS CIRCLE AND THE ARAB WORLD SOCIAL INNOVATORS. SYNERGOS' SENIOR FELLOWS IS AN INTERNATIONAL NETWORK OF DISTINGUISHED CIVIL SOCIETY LEADERS COMMITTED TO ADDRESSING POVERTY AND INEQUITY. THE NETWORK AIMS TO ENHANCE THEIR SKILLS, KNOWLEDGE AND EXPERIENCE THROUGH PEER-TO-PEER LEARNING, REGIONAL GATHERINGS, LEARNING JOURNEYS AND WORKSHOPS. THE GPC WORKS WITH PRIVATE PHILANTHROPISTS TO LEVERAGE THEIR RESOURCES AND INCREASE THE IMPACT OF THEIR PHILANTHROPY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1614415 | Expense |
| Grants | 69413 | Grants |
| Description | AFRICAN PUBLIC HEALTH LEADERSHIP & SYSTEMS INNOVATION INITIATIVE IS CREATING A REPLICABLE MODEL FOR IMPROVING PUBLIC HEALTH LEADERSHIP AND SYSTEMS PERFORMANCE, BEGINNING IN NAMIBIA. THE INITIATIVE APPLIES A HIGH-PERFORMANCE, BUSINESS CONSULTING APPROACH CALLED THE INNOVATION LAB. IT INVESTS IN A STRATEGIC SET OF NATIONAL HEALTH LEADERS INCLUDING SENIOR GOVERNMENT OFFICIALS, CLINICAL TECHNICIANS, COMMUNITY HEALTH CARE PROVIDERS, AND REPRESENTATIVES CLINICAL TECHNICIANS, COMMUNITY HEALTH CARE PROVIDERS, AND REPRESENTATIVES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 810741 | Expense |
| Grants | -22500 | Grants |
| Revenue | 519965 | Revenue |
| Description | PARTNERSHIPS- SYNERGOS' PARTNERSHIPS PROGRAM IS A GLOBAL EFFORT TO CREATE SUSTAINABLE SOCIAL PROGRESS BY FORGING COLLABORATIONS THAT TRANSCEND TRADITIONAL SOCIAL BOUNDARIES. THE PROGRAM BRINGS TOGETHER PEOPLE AND INSTITUTIONS - GOVERNMENT, BUSINESS, NONPROFITS AND LOCAL COMMUNITIES MOST AFFECTED BY POVERTY AND SOCIAL INJUSTICE. AS A CONVENER OF THESE PARTNERSHIPS, SYNERGOS HELPS EMPOWER THE VARIOUS STAKEHOLDERS TO BETTER ADDRESS THEIR ISSUES, AND WORKS TO IDENTIFY STRATEGIES AND SPECIFIC PROJECTS THAT BENEFIT THE POOR AND MARGANILIZED PEOPLE. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | GrantsGrants | DescriptionDescription |
|---|---|---|
| 866101 | 14390 | SOUTHERN AFRICA |
| 85632 | COMMUNICATIONS & OUTREACH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 951733 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 14390 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 6159847 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 12 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 29 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | SF | NameOfForeignCountry |
| Name Of Foreign Country | WA | NameOfForeignCountry |
| Name Of Foreign Country | CA | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRATIMA SINGH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6469632107 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 MADISON AVENUE 21ST FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10010 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| PEGGY DULANY | ||||||||
| CHAIRPERSON | 1.00 | X | 0 | 0 | 5249 | |||
| HYLTON APPELBAUM | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DOUG BAILLIE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| EDWARD BERGMAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM BOHNETT | ||||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | |||
| NOREEN M CLARK | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ALAN DETHERIDGE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| YOUSSEF DIB | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| PHILLIP ENGELHORN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| NILI GILBERT | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DORIAN S GOLDMAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| RAZA JAFAR | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| UDAY KHEMKA | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MARCOS DE MOREAS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DANIEL SCHWARTZ | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| TOKOYO SEXWALE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| RAJESH TANDON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SARAH TIMPSON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MONICA WINSOR | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ABIGAIL SMITH | ||||||||
| CFO, RESIGNED IN JUNE 2010 | 35.00 | X | 69465 | 0 | 4745 | X | ||
| ROBERT DUNN | ||||||||
| PRESIDENT & CEO | 35.00 | 247514 | 0 | 18937 | X | |||
| ANNA GINN | ||||||||
| SR. DIRECTOR, DEVELOPMENT | 35.00 | 193671 | 0 | 16534 | X | |||
| SURITA SANDOSHAM | ||||||||
| SR. DIRECTOR, GLOBAL LEADER NETWORK | 35.00 | 178788 | 0 | 24858 | X | |||
| JOHN HELLER | ||||||||
| SR. DIRECTOR, PARTNERSHIPS | 35.00 | 165115 | 0 | 27346 | X | |||
| BETH COHEN | ||||||||
| SR. DIRECTOR, GPC | 35.00 | 133994 | 0 | 25184 | X | |||
| GEORGE KHALAF | ||||||||
| DIRECTOR, MIDDLE EAST NORTH AFRICA | 35.00 | 123091 | 0 | 11902 | X | |||
| FERNE MELE | ||||||||
| SR. MANAGER, DEVELOPMENT | 35.00 | 102877 | 0 | 18189 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1214515 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 152944 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESENCING INSTITUTE LLC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1770 MASSACHUSETTS AVE 221 | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 12140 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | SUPPORT PROGRAM DESIGN & IMPLEMENTATION | DescriptionOfServices |
| Compensation | 128819 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Membership Dues | 1499364 | MembershipDues |
| Fundraising Events | 704296 | FundraisingEvents |
| Government Grants | 389685 | GovernmentGrants |
| All Other Contributions | 2866790 | AllOtherContributions |
| Noncash Contributions | 28789 | NoncashContributions |
| Total Contributions | 5460135 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PROGRAM CONSULTING FEE | 900099 | 519965 | 519965 |
| GLOBAL PHILANTHROPISTS | 900099 | 105647 | 105647 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 625612 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 183948 | TotalRevenueColumn |
| Exclusion | $183,948 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 288752 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 109547 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 179205 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 179205 | TotalRevenueColumn |
| Exclusion | $179,205 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2663914 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2754796 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -90882 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -90882 | TotalRevenueColumn |
| Exclusion | -$90,882 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 34500 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 704296 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 136107 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -101607 | TotalRevenueColumn |
| Exclusion | -$101,607 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6256411 | TotalRevenueColumn |
| Related Or Exempt Function Income | 625612 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $170,664 | ExclusionAmount |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 637703 | Total |
| Program Services | 637703 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 959211 | Total |
| Program Services | 713631 | ProgramServices |
| Management And General | 150959 | ManagementAndGeneral |
| Fundraising | 94621 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2193442 | Total |
| Program Services | 1631869 | ProgramServices |
| Management And General | 345199 | ManagementAndGeneral |
| Fundraising | 216374 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87990 | Total |
| Program Services | 65462 | ProgramServices |
| Management And General | 13847 | ManagementAndGeneral |
| Fundraising | 8681 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 360885 | Total |
| Program Services | 268489 | ProgramServices |
| Management And General | 56795 | ManagementAndGeneral |
| Fundraising | 35601 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164054 | Total |
| Program Services | 122053 | ProgramServices |
| Management And General | 25818 | ManagementAndGeneral |
| Fundraising | 16183 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15611 | Total |
| Management And General | 15611 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129850 | Total |
| Management And General | 129850 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32254 | Total |
| Program Services | 7926 | ProgramServices |
| Management And General | 23943 | ManagementAndGeneral |
| Fundraising | 385 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 570778 | Total |
| Program Services | 547149 | ProgramServices |
| Management And General | 8304 | ManagementAndGeneral |
| Fundraising | 15325 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120406 | Total |
| Program Services | 85763 | ProgramServices |
| Management And General | 22631 | ManagementAndGeneral |
| Fundraising | 12012 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 944993 | Total |
| Program Services | 764811 | ProgramServices |
| Management And General | 118474 | ManagementAndGeneral |
| Fundraising | 61708 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 492939 | Total |
| Program Services | 452931 | ProgramServices |
| Management And General | 16116 | ManagementAndGeneral |
| Fundraising | 23892 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 483032 | Total |
| Program Services | 473754 | ProgramServices |
| Management And General | 5495 | ManagementAndGeneral |
| Fundraising | 3783 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13009 | Total |
| Program Services | 3197 | ProgramServices |
| Management And General | 9657 | ManagementAndGeneral |
| Fundraising | 155 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 251128 | Total |
| Program Services | 202641 | ProgramServices |
| Management And General | 31712 | ManagementAndGeneral |
| Fundraising | 16775 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49205 | Total |
| Program Services | 40918 | ProgramServices |
| Management And General | 5419 | ManagementAndGeneral |
| Fundraising | 2868 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BUILDING AND EQUIPMENT | 72561 | 60006 | 8843 | 3712 |
| EXTERNAL COMMUNICATIONS | 52592 | 48076 | 3938 | 578 |
| OTHER EXPENES | 44117 | 21066 | 15072 | 7979 |
| UTILITIES | 15393 | 12402 | 1956 | 1035 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7691153 | Total |
| Program Services | 6159847 | ProgramServices |
| Management And General | 1009639 | ManagementAndGeneral |
| Fundraising | 521667 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2412509 | BOY |
| EOY | 1867398 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3590208 | BOY |
| EOY | 3109870 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2186435 | BOY |
| EOY | 1281818 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100010 | BOY |
| EOY | 76100 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3074639 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1770096 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1628407 | BOY |
| EOY | 1304543 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8401146 | BOY |
| EOY | 10216148 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 424183 | BOY |
| EOY | 325982 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18742898 | BOY |
| EOY | 18181859 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 494372 | BOY |
| EOY | 492433 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1389686 | BOY |
| EOY | 1319716 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1884058 | BOY |
| EOY | 1812149 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13029737 | BOY |
| EOY | 13414672 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3829103 | BOY |
| EOY | 2955038 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16858840 | BOY |
| EOY | 16369710 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18742898 | BOY |
| EOY | 18181859 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1434742 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 945612 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8703523 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14095679 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4947100 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3873104 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5460135 | CurrentTaxYear |
| Total | 37079541 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8703523 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14095679 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4947100 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3873104 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5460135 | CurrentTaxYear |
| Total | 37079541 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 9369410 | AmountsSubstContributorsTotal |
| Public Support Total170 | 27710131 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 199561 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1047897 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 707756 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 505772 | CurrentTaxYearMinus1Year |
| Current Tax Year | 472700 | CurrentTaxYear |
| Total | 2933686 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 44240 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 80754 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 183463 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 97582 | CurrentTaxYearMinus1Year |
| Current Tax Year | 34500 | CurrentTaxYear |
| Total | 440539 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 40453766 | TotalSupport |
| Gross Receipts From Admissions Etc | 1725099 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.68500 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.68520 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENT MISCELLANEOUS | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9825792 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 936152 | InvestmentEarningsOrLosses |
| Other Expenditures | 500000 | OtherExpenditures |
| Administrative Expenses | 32255 | AdministrativeExpenses |
| End Of Year Balance | 10229689 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8348844 | BeginningOfYearBalance |
| Contributions | 125500 | Contributions |
| Investment Earnings Or Losses | 1375871 | InvestmentEarningsOrLosses |
| Administrative Expenses | 24423 | AdministrativeExpenses |
| End Of Year Balance | 9825792 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10671345 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -2298302 | InvestmentEarningsOrLosses |
| Administrative Expenses | 24199 | AdministrativeExpenses |
| End Of Year Balance | 8348844 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2071362 | OtherCostOrOtherBasis |
| Depreciation | 904166 | Depreciation |
| Book Value | 1167196 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 959458 | OtherCostOrOtherBasis |
| Depreciation | 827753 | Depreciation |
| Book Value | 131705 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 43819 | OtherCostOrOtherBasis |
| Depreciation | 38177 | Depreciation |
| Book Value | 5642 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1304543 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| EQUITY | 5967456 | F |
| US BONDS | 4130078 | F |
| OTHER SECURITIES | 118614 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 10216148 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CAPITAL LEASE OBLIGATION | $42,652 |
| DEFERRED RENT AND LEASE INCENTIVE | $1,277,064 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1319716 | TotalOfAmounts |
| Total Revenue | 6256411 | TotalRevenue |
| Total Expenses | 7691153 | TotalExpenses |
| Excess Or Deficit For Year | -1434742 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 875272 | NetUnrealizedGLOnInvestments |
| Other | $70,340 | OtherAmount |
| Total Adjustments | 945612 | TotalAdjustments |
| Excess Or Deficit Per FS | -489130 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 7390720 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 875272 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 79150 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 70340 | OtherRevenues |
| Revenue Not Rptd F990 | 1024762 | RevenueNotRptdF990 |
| Revenue Subtotal | 6365958 | RevenueSubtotal |
| Other Revenues Not Included | -109547 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -109547 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6256411 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7879850 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 79150 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 79150 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7800700 | ExpensesSubtotal |
| Other Expenses Not Included | -109547 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | -109547 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7691153 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE PURPOSE OF THE PORTFOLIO IS TO GENERATE LONG-TERM FINANCIAL STABILITY AND INVESTMENT INCOME TO SUPPORT THE ON-GOING ACTIVITIES OF SYNERGOS INSTITUTE, AS A BOARD- RESTRICTED FUND. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | FOREIGN CURRENCY TRANSACTIONS GAIN 70,340. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FOREIGN CURRENCY TRANSACTIONS GAIN 70,340. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES ALLOCATION -109,547. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES ALLOCATION -109,547. | |
| THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES IN DETERMINING WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE ORGANIZATION'S INCOME TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN INCOME TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2007. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| SOUTH ASIA | 2 | 8 | PROGRAM SERVICES, FUNDRAISING AND GRANTMAKING | PHILANTHROPY SUPPORT TO OTHER ORGANIZATIONS | 887942 |
| SOUTH ASIA | 1 | 7 | PROGRAM SERVICES | PHILANTHROPY SUPPORT TO OTHER ORGANIZATIONS | 1655127 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Employees | 15 | SubtotalNumberOfEmployees |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Employees | 15 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 2543069 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 2543069 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (3 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|
| SOUTH ASIA | MATERNAL AND YOUNG CHILD HEALTH | 69413 | CASH PAYMENT | BOOK |
| SOUTH ASIA | ENHANCE LEADERSHIP CAPACITY AND ADVANCING LEARNING AND KNOWLEDGE | 14390 | WIRE TRANSFER | BOOK |
| EUROPE (INCLUDING ICELAND & GREENLAND) | WELL BEING OF CHILDREN | 202400 | WIRE TRANSFER | BOOK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 3 | TotalNumberOf501c3Orgs |
Grants To Ind Outside US GrantsToIndOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | SCALING UP OF ENTREPRENEURIAL PROJECTS & CAPACITY BUILDING | TypeOfAssistance |
| Region | MIDDLE EAST AND NORTH AFRICA | Region |
| Number Of Recipients | 22 | NumberOfRecipients |
| Amount Of Cash Grant | 374000 | AmountOfCashGrant |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursement |
| Method Of Valuation | BOOK | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: SUB-GRANTS MADE BY SYNERGOS TO ENTITIES AND INDIVIDUALS OUTSIDE THE UNITED STATES REQUIRE A LETTER OF AGREEMENT BETWEEN SYNERGOS AND THE SUB-GRANTEE. SYNERGOS REQUIRES PROGRESS REPORTS AND A FINAL REPORTS FROM ALL SUB-GRANTEES. BOTH NARRATIVE AND FINANCIAL REPORTS ARE REQUIRED. EXPENSES INCURRED BY THE SUBGRANTEE IN CARRYING OUT THE FUNDED ACTIVITY MUST BE FULLY DOCUMENTED BY THE SUBGRANTEE. DEPENDING ON THE SIZE AND NATURE OF THE SUBGRANT, SYNERGOS STAFF MAY VISIT THE SUBGRANTEE REGULARLY TO ASSESS PROGRESS AND RESULTS. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 738796 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 704296 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 34500 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 2500 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 0 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 133607 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 738796 | GrossReceiptsTotal |
| Charitable Contributions Total | 704296 | CharitableContributionsTotal |
| Gross Revenue Total Events | 34500 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 2500 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 133607 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 136107 | DirectExpenseSummaryEvents |
| Net Income Summary | -101607 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT DUNN | |||||||||||||
| 247514 | 0 | 0 | 0 | 0 | 0 | 12500 | 0 | 7810 | 0 | 267824 | 0 | 0 | 0 |
| ANNA GINN | |||||||||||||
| 193671 | 0 | 0 | 0 | 0 | 0 | 9785 | 0 | 9697 | 0 | 213153 | 0 | 0 | 0 |
| SURITA SANDOSHAM | |||||||||||||
| 178788 | 0 | 0 | 0 | 0 | 0 | 9012 | 0 | 19386 | 0 | 207186 | 0 | 0 | 0 |
| JOHN HELLER | |||||||||||||
| 165115 | 0 | 0 | 0 | 0 | 0 | 8500 | 0 | 22374 | 0 | 195989 | 0 | 0 | 0 |
| BETH COHEN | |||||||||||||
| 133994 | 0 | 0 | 0 | 0 | 0 | 7013 | 0 | 21778 | 0 | 162785 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 21552 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | FURNITURE, COMPUTERS & EQUIPMENT | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 7237 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | BOOK | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NEW PROGRAM SERVICES | FORM 990, PART III, LINE 2 | IN LATE 2010, THE SYNERGOS INSTITUTE (SOUTH AFRICA) TOOK OVER THE LEAD ROLE AND MANAGEMENT OF THE LEADERSHIP & INNOVATION NETWORK FOR CHILDREN ("LINC") PROJECT FROM CONVENE VENTURE PHILANTHROPY ("CONVENE"). CONVENE & SYNERGOS HAD BEEN PARTNERS IN THE LINC PROJECT CONDUCTED BY CONVENE IN JOBURG, SA SINCE ITS INCEPTION IN 2007. AS CONVENE IS WITHDRAWING FROM ITS ROLE AS LEAD AGENCY, SYNERGOS HAS AGREED TO TAKE OVER AND MANAGE THE PROJECT. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE EXTERNAL AUDIT AND ACCOUNTING FIRM PREPARES A DRAFT FORM 990 BASED ON THE INFORMATION PROVIDED IN THEIR QUESTIONNAIRE AND RELATED ATTACHMENTS. A DRAFT OF THE US FORM 990 IS SENT TO THE ORGANIZATION BY THE EXTERNAL AUDIT AND ACCOUNTING FIRM FOR REVIEW. THE FINANCE STAFF WILL REVIEW THE DRAFT 990 AND THE CFO WILL PROVIDE FINAL REVIEW. AN OVERVIEW OF THE SIGNIFICANT SECTIONS OF THE DRAFT 990 IS PROVIDED TO THE PRESIDENT AND SENIOR DIRECTORS OF THE ORGANIZATION BY THE FINANCE STAFF. CORRECTIONS AND CLARIFICATIONS ARE MADE WITH THE EXTERNAL AUDIT AND ACCOUNTING FIRM AND THEN THE FINAL US FORM 990 IS PREPARED BY THE EXTERNAL AUDIT AND ACCOUNTING FIRM. THE BOARD RECEIVES AN UPDATE OF THE STATUS OF THE 990 FILINGS AND COPIES OF FORM 990 ARE PROVIDED AT BOARD MEETINGS, FINANCE COMMITTEE AND AUDIT COMMITTEE MEETINGS. SO IT IS AVAILABLE TO THE BOARD MEMBERS TO REVIEW OR TO TAKE WITH THEM. A REVIEW OF THE FINAL DRAFT AND SCHEDULES/ATTACHMENTS IS COMPLETED BY THE FINANCE STAFF AND CFO PRIOR TO SIGNATURE OF THE 990. THE 990 IS THEN SIGNED AND SUBMITTED TO THE US GOVERNMENT. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY AND REQUIRES ALL NEW EMPLOYEES AND BOARD MEMBERS TO SIGN A CONFLICT OF INTEREST STATEMENT, WHICH IS KEPT ON FILE AT THE ORGANIZATION. EMPLOYEES AND BOARD MEMBERS ARE REMINDED OF THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS (AT MINIMUM) AND THE ORGANIZATION REQUIRES ALL BOARD MEMBERS AND EMPLOYEES TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THESE ARE KEPT ON FILE AT THE ORGANIZATION. FURTHER MONITORING OF THE CONFLICT OF INTEREST POLICY OCCURS INFORMALLY THROUGHOUT THE YEAR: DURING ANNUAL AND MID-YEAR REVIEWS BETWEEN EMPLOYEES AND SUPERVISORS, AND DURING FORMAL AND INFORMAL MEETINGS WITH BOARD MEMBERS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO'S COMPENSATION IS REVIEWED AND SET ANNUALLY BY THE BOARD OF DIRECTORS. IN PREPARATION FOR THIS PROCESS, THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF SIMILAR LEADERSHIP POSITIONS OF ORGANIZATIONS OF SIMILAR SIZE, TYPE, BUDGET IN ORDER TO ENSURE THAT THE CEO'S COMPENSATION FALLS WITHIN A COMPARABLE RANGE FOR SIMILAR ROLES AND RESPONSIBILITIES IN THE INDUSTRY AND REGION. COMPENSATION FOR ALL OTHER EMPLOYEES IS SET BY THE CEO IN CONSULTATION WITH OTHER SENIOR STAFF. THE HUMAN RESOURCES DEPARTMENT OBTAINS SALARY SURVEY INFORMATION AT LEAST ANNUALLY IN ORDER TO PROVIDE DATA ON CURRENT SALARY RANGES FOR COMPARABLE POSITIONS AT ORGANIZATIONS OF SIMILAR SIZE, BUDGET, AND TYPE. THIS INFORMATION IS MADE AVAILABLE TO THE CEO AND SENIOR MANAGEMENT SO THAT SALARY DECISIONS REFLECT COMPETITIVE AND COMPARABLE RANGES FOR SIMILAR POSITIONS AT SIMILAR ORGANIZATIONS. COMPENSATION FOR EACH POSITION IS REVIEWED BY SENIOR MANAGEMENT AND THE CEO DURING THE ANNUAL BUDGETING PROCESS AND SALARY RANGES FOR EACH POSITION FOR THE COMING YEAR ARE DETERMINED AT THAT TIME. A CONSIDERATION OF COST OF LIVING INCREASES IN THE REGION IN THE PAST YEAR IS TAKEN INTO ACCOUNT, INCLUDING KNOWLEDGE OF WHAT SIMILAR ORGANIZATIONS ARE DOING FOR THEIR STAFF WITH REGARD TO COST OF LIVING INCREASES. THE ORGANIZATION HAS IN SOME YEARS, BUT NOT ALL YEARS, MADE COMPENSATION ADJUSTMENTS ACROSS THE BOARD TO REFLECT COST OF LIVING INCREASES. ALL COMPENSATION CHANGES FOR EMPLOYEES ARE APPROVED BY THE CEO PRIOR TO ANNOUNCING OR INSTITUTING THE CHANGE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST, FINANCIAL STATEMENTS, FORM 1023 AND FORM 990 PUBLIC THOROUGH ITS WEBSITE AND UPON REQUEST. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 875,272. FOREIGN CURRENCY TRANSACTIONS GAIN 70,340. TOTAL TO FORM 990, PART XI, LINE 5: 945,612. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYNERGOS INSTITUTE - SOUTH AFRICA | BusinessNameLine1 |
Address Foreign AddressForeign
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10TH FLOOR ABSA HOUSE 25 ST GEORG | AddressLine1 |
| Province Or State | CAPE TOWN | ProvinceOrState |
| Country | SF | Country |
| Postal Code | 8001 | PostalCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | DEVELOPING & SUSTAINING PARTNERSHIPS & NETWORKS - AIMS TO REDUCE POVERTY | PrimaryActivities |
| Legal Domicile Foreign Country | SF | LegalDomicileForeignCountry |
| Exempt Code Section | SEC 21 OF COMPANIES | ExemptCodeSection |
| Public Charity Status | N/A | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYNERGOS INSTITUTE - SOUTH AFRICA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionType |
| Amount Involved | 50000 | AmountInvolved |
| Method Of Amt Determination | CASH | MethodOfAmtDetermination |
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