2024-02-01T13:26:32-06:00 2023-08-31 263789391 WMB2LLP 101 LARKSPUR LANDING CIR STE 200 LARKSPUR CA 949391750 990 2022-09-01 942245103 SYNERGY SCHOOL SYNE 4155676177 1387 VALENCIA ST SAN FRANCISCO CA 941103714 TANYA BAKER DIRECTOR OF ADMINISTRATION 4155676177 2024-01-30 1 TANYA BAKER 999009999 0 GIOVANNA K DUENAS P01256956 4159251120 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TANYA BAKER 1387 VALENCIA ST SAN FRANCISCO CA 941103714 8140082 0 X WWW.SYNERGYSCHOOL.ORG X 1972 CA SEE ATTACHED STATEMENTTO PROVIDE QUALITY EDUCATION BY EMPOWERING CHILDREN TO FLOURISH ACADEMICALLY TO BLOSSOM AS INDIVIDUALS, AND TO BECOME SELF-CONFIDENT, CREATIVE LEARNERS. 51 28 64 200 -7671 0 628226 555323 3716024 4042391 887921 113581 -24407 -13518 5207764 4697777 0 0 0 0 3374977 3638151 0 0 237997 1171501 1218343 4546478 4856494 661286 -158717 13883519 16173305 4254495 6110577 9629024 10062728 TO PROVIDE QUALITY EDUCATION BY EMPOWERING CHILDREN TO FLOURISH ACADEMICALLY TO BLOSSOM AS INDIVIDUALS, AND TO BECOME SELF-CONFIDENT, CREATIVE LEARNERS. 0 0 4119262 4022546 TO PROVIDE A QUALITY EDUCATIONAL EXPERIENCE TO STUDENTS IN KINDERGARTEN THROUGH EIGHTH GRADE. 4119262 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 3 0 1 64 1 0 0 0 0 0 0 0 0 0 0 X 51 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X CHRIS YIM 4155676177 1387 VALENCIA STREET SAN FRANCISCO CA 94110 HARRIET TAMMY DAMON TRUSTEE 2.00 X 0 0 0 CAROLYN KRUSE TRUSTEE/TEACHER 40.00 X 102269 0 21150 ANNIE AGUIRRE TRUSTEE/TEACHER 40.00 X 93032 0 18387 RITA FRANKLIN TRUSTEE/TEACHER/ADMISSIONS 40.00 X X 134820 0 21855 ROSWELL MESSING III TRUSTEE 2.00 X 0 0 0 SANDRA BARRA TRUSTEE/TEACHER 40.00 X 101197 0 25918 CAT GRATZ TRUSTEE 2.00 X 0 0 0 ARASH ANOSHIRAVANI TRUSTEE 2.00 X 0 0 0 CHRIS YIM TRUSTEE/BUSINESS MGR 40.00 X X 87919 0 12151 REA INGLESIS TURSTEE/TEACHER 40.00 X 103256 0 20471 TANYA BAKER TRUSTEE/TEACHER/ADMINISTRA 40.00 X X 128234 0 23269 JESSE KITSES TRUSTEE/TEACHER 40.00 X 105775 0 42253 JANA BARBER TRUSTEE/TEACHER 40.00 X 125823 0 28925 JILL GOFFSTEIN STOCKS TRUSTEE 2.00 X 0 0 0 KELLY WHITE TRUSTEE 2.00 X 0 0 0 JESSICA RAYGOZA TRUSTEE/TEACHER 40.00 X 61243 0 11906 LA NEISHA WASHINGTON TRUSTEE 2.00 X 0 0 0 MICHAEL MAGNUSON TRUSTEE 2.00 X 0 0 0 CYNTHIA LOUIE SECRETARY/TEACHER 40.00 X X 105229 0 23939 EBONY MANION TRUSTEE/TEACHER 40.00 X 98022 0 7850 DOMINIC ALTIERI TRUSTEE/TEACHER 40.00 X 94278 0 52169 HEATHER LUBECK TRUSTEE 2.00 X 0 0 0 KATHERINE CZESAK TRUSTEE 2.00 X 0 0 0 RUSSELL CURTIS TRUSTEE/STAFF 40.00 X 82386 0 26868 KEVIN HUSSEY TRUSTEE 2.00 X 0 0 0 PAMELA HEYDA TRUSTEE/TEACHER 40.00 X 89551 0 17104 SHELLEY CURRAN TRUSTEE 2.00 X 0 0 0 JOSH POLSKY TRUSTEE 2.00 X 0 0 0 KAREN COOPMAN TRUSTEE 2.00 X 0 0 0 SCOTT ARMSTRONG TRUSTEE 2.00 X 0 0 0 SUSANNE DERISI TRUSTEE/TEACHER 40.00 X 44556 0 2673 DANIEL GELFAND TRUSTEE/TEACHER 40.00 X 73908 0 44213 AMY FIRMAN TRUSTEE 2.00 X 0 0 0 LISA REYES TRUSTEE 2.00 X 0 0 0 LIZ MCDONALD TRUSTEE/TEACHER 40.00 X 102225 0 29077 MARTA ALEJANDRO MARTINEZ TRUSTEE/TEACHER 40.00 X 63202 0 12640 DARYA MEAD TRUSTEE 2.00 X 0 0 0 JEFFREY MCMAHAN TRUSTEE/TEACHER 40.00 X 85071 0 13431 KIMBERLY MCCLAIN TRUSTEE/TEACHER 40.00 X 67528 0 11591 KINNE CHAPIN TRUSTEE/TEACHER 40.00 X 71765 0 12072 ALISA CLAYTON TRUSTEE 2.00 X 0 0 0 ELENA VALLE TRUSTEE 2.00 X 0 0 0 JARED FIX TRUSTEE 2.00 X 0 0 0 MATTHEW RUNEARE TRUSTEE 2.00 X 0 0 0 MAHALA BUNDY TRUSTEE 2.00 X 0 0 0 PAUL CORT TRUSTEE 2.00 X 0 0 0 SHARI DICKSTEIN-STAUB TRUSTEE 2.00 X 0 0 0 TRACY BURT TRUSTEE 2.00 X 0 0 0 JASMINE KITSES TRUSTEE/TEACHER 40.00 X 72928 0 37075 MAY LIM TRUSTEE 2.00 X 0 0 0 VICTOR MADRIGAL TRUSTEE 2.00 X 0 0 0 2094217 0 516987 9 0 1 0 0 73247 482076 78245 555323 TUITION AND FEES 611600 4022546 4022546 OTHER INCOME 900099 19845 19845 4042391 253027 253027 -7671 0 -7671 -7671 -7671 3275256 3414702 -139446 -139446 -139446 21756 73247 27603 -5847 -5847 4697777 4022546 -7671 127579 2238751 1903815 195367 139569 704332 607840 63748 32744 193572 135832 40418 17322 280503 254303 16447 9753 220993 187588 20970 12435 23116 23116 24375 24375 12430 12430 57872 57818 54 30849 30849 69312 53227 16085 194743 177598 17145 50960 49944 1016 CURRICULUM MATERIALS 329871 329871 BUILDING MAINTENANCE 104069 95631 8438 EQUIPMENT RENTAL AND MA 65009 63536 1473 JANITORIAL 61960 37161 24799 193777 121819 45838 26120 4856494 4119262 499235 237997 756684 1683682 2480085 1799060 15942 10136 26950 19807 7764696 3482793 4190350 4281903 6413508 6621583 0 1757134 13883519 16173305 162221 160355 2115697 2369448 1970527 1843238 6050 1737536 4254495 6110577 X 9629024 10062728 9629024 10062728 13883519 16173305 -158717 592421 0 X X 0 1 X 1 0 X 570945 573849 1236380 620230 482076 3483480 570945 573849 1236380 620230 482076 3483480 3483480 168023 175702 175737 184676 253027 957165 319031 738460 2183106 -1300333 540220 2480484 6921129 18251578 0.50330 0.53800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6709630 4998 625733 500000 6840361 8297972 7151 -995493 600000 6709630 5833030 267800 2197142 8297972 4995750 264531 769249 196500 5833030 4168581 689940 355079 217850 4995750 1.00000 0 0 403178 403178 7142045 3421501 3720544 219473 61292 158181 4281903 CONTRACTUAL TUITION RECEIVABLE 1682437 FINANCE RIGHT-OF-USE ASSET 36637 OPERATING RIGHT-OF-USE ASSET 38060 1757134 TENANT SECURITY DEPOSITS 1250 CONTRACTUAL UNEARNED TUITION 1682437 FINANCE LEASE LIABILITY 15789 OPERAING LEASE LIABILITY 38060 1737536 X 5290198 592421 592421 4697777 0 4697777 4856494 0 4856494 0 4856494 PART X, LINE 2: UNDER FIN 48, THE SCHOOL IS REQUIRED TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE SCHOOL AND REQUIRES A TWO-STEP PROCESS THAT SEPARATES RECOGNITION FROM MEASUREMENT. THE FIRST STEP IS DETERMINING WHETHER A TAX POSITION HAS MET THE RECOGNITION THRESHOLD; THE SECOND STEP IS MEASURING A TAX POSITION THAT MEETS THE RECOGNITION THRESHOLD. MANAGEMENT BELIEVES THAT THE SCHOOL HAS ADEQUATELY ADDRESSED ALL TAX POSITIONS AND THAT THERE ARE NOT UNRECORDED TAX LIABILITIES. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 X 0 AUCTION/RAFFLE 95003 73247 21756 5829 21520 254 95003 73247 21756 5829 21520 254 27603 -5847 X X 0 0 0 0 0 0 0 0 0 RITA FRANKLIN TRUSTEE/TEACHER/ADMISSIONS 134820 0 0 0 0 0 8098 0 13757 0 156675 0 0 0 JANA BARBER TRUSTEE/TEACHER 125823 0 0 0 0 0 7447 0 21478 0 154748 0 0 0 TANYA BAKER TRUSTEE/TEACHER/ADMINISTRA 128234 0 0 0 0 0 7838 0 15431 0 151503 0 0 0 X 1 4998 FAIR MARKET VALUE X AUCTION ITEMS - EXPERIENCES 0 34780 AUCTION SALE X AUCTION ITEMS - FLEXIBLE FURNITURE 0 29100 AUCTION SALE X AUCTION ITEMS - VACATION GETAWAY 0 8500 AUCTION SALE X AUCTION ITEMS - GIFT CARDS 0 867 AUCTION SALE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN OUTSIDE TAX PROFESSIONAL. THE FORM IS THEN REVIEWED BY THE ORGANIZATION'S MANAGEMENT AND SELECTED MEMBERS OF THE BOARD OF TRUSTEES. THIS GROUP OF INDIVIDUALS THEN DISCUSSES THE CONTENTS OF THE RETURN WITH THE OUTSIDE TAX PROFESSIONAL. AFTER A FULL REVIEW (WITH MODIFICATIONS WHERE NECESSARY), THE FINAL VERSION OF THE TAX RETURN IS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S VOTING BODY. A REPRESENTATIVE OF MANAGEMENT SIGNS AND MAILS THE RETURN TO THE DEPARTMENT OF THE TREASURY. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES REVIEWS ALL POTENTIAL CONFLICTS OF INTEREST AT LEAST ANNUALLY. ALL PERSONNEL AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS AND ANY RELATED PARTY AFFILIATIONS. LOANS BETWEEN THE ORGANIZATION AND MEMBERS OF MANAGEMENT AND THE BOARD ARE STRICTLY PROHIBITED. THE ORGANIZATION SEEKS FULL TRANSPARENCY ON ALL RELATIONSHIPS. ANY POTENTIAL CONFLICTS (IN FACT OR APPEARANCE) ARE DISCUSSED OPENLY AND RESOLVED IN ACCORDANCE WITH THE ORGANIZATION,S POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES REVIEWS THE COMPENSATION OF ALL HIGH-LEVEL PERSONNEL ANNUALLY IN ACCORDANCE WITH IRS RULES AND REGULATIONS. EFFORTS ARE MADE TO SECURE COMPENSATION DATA FROM INDUSTRY SOURCES IN ORDER TO DETERMINE COMPETITIVENESS AND APPROPRIATENESS OF SALARIES. EVERY EFFORT IS MADE TO ENSURE THAT THE PROCESS IS THOROUGH AND TRANSPARENT IN ACCORDANCE WITH IRS GUIDELINES AND THE ORGANIZATION'S POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S TAX FILINGS ARE STORED IN A SECURE ENVIRONMENT AND HELD AVAILABLE FOR INSPECTION BY TAX AUTHORITIES AND THE GENERAL PUBLIC. TAX RETURNS ARE POSTED ANNUALLY TO WWW.GUIDESTAR.ORG AND ARE ALSO AVAILABLE AT THE ORGANIZATION'S OFFICE IN SAN FRANCISCO, CALIFORNIA. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE LOCATED IN THE OFFICE OF THE ADMINISTRATIVE DIRECTOR AND ARE AVAILABLE FOR PUBLIC INSPECTION BY APPOINTMENT. FORM 990 PART XII, LINE 2C PROCESS HAS NOT CHANGED FROM PRIOR YEAR