Synergy 365

Nonprofit profile at a glance

EIN
833287663
IRS 990 coverage
2020–2024
Forms available
Form 990 2024
Location
Lemoore, CA, USA
Phone
5593864500
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Real Estate Associations

Reported finances

Revenue
$339,584
Expenses
$330,825
Assets
$3,728,821
Liabilities
$2,192,999

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

15 people listed

Executive titles in this filing

  • John Blaine (President)

Highest reported compensation

  • John Blaine (President): $448,160 total reported compensation
  • Jean Olivier (Treasurer): $189,154 total reported compensation
  • Jenelle Mason (Secratery): $175,180 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Synergy 365 was established for the purpose of holding title to property, collecting income therefrom, and turning over the entire amount to Aria Community Health Center an organization that is exempt from federal income tax under section 501a of the Internal Revenue Code as an organization described in section 501(c)(3). Aria Community Health Center is a federally qualified and licensed primary care clinic that provides Medical, Dental, Optometry and Specialty Care to under-served communities. Since the 2020 calendar year, Synergy 365 commenced activities related to its exempt purpose.

What it reported doing in 2024

Synergy 365 recorded intercompany revenue from its parent, Aria Community Health Center, for the use of the space in the building in which Aria Community Health Center operates a clinic (part of Aria Community Health Center's exempt purpose).

Operating model

Revenue model
Other-operating. 100% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Revenue has declined or grown slowly and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 87
  • Transparency & Controls: 66
  • Accountability: 91
  • Sustainability: 49
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 97.4%; rating input score 97
  • Program expense ratio: 100%; rating input score 100
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 2.6%; rating input score 45; 45th percentile among comparable filings
  • Total-asset coverage ratio: 11.27; rating input score 90; 90th percentile among comparable filings
  • Liabilities to assets ratio: 0.59; rating input score 9; 9th percentile among comparable filings
  • Officer compensation ratio: Limited

Growth

  • Program expense growth: 75.4% per year; rating input score 100; 98th percentile among comparable filings
  • Revenue growth: -34.6% per year; rating input score 0; 1st percentile among comparable filings
  • Asset growth: 5.1% per year; rating input score 100; 47th percentile among comparable filings

Details

  • Where the money goes: 97.4% of revenue deployed · 100% of spending went to programs
  • Governance: 10 of 10 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $331K in reported program spending
  • Leadership: top reported pay $448K · 15 people listed · 1 of 6 pay-setting controls reported
  • Consistency: 41 of 41 current checks pass
  • Schedules: 4 filed schedules · includes executive pay
  • Filing history: 5 filing years from 2020 to 2024
  • Contacts: How to reach this organization
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Growth: Revenue growth scored 0/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • Moderate — Sustainability: Operating margin scored 45/100.
  • High — Sustainability: Liabilities to assets ratio scored 9/100.