2025-07-16T11:58:51-05:00 2024-08-31 263789391 WMB2LLP 101 LARKSPUR LANDING CIR STE 200 LARKSPUR CA 949391750 990 2023-09-01 942245103 SYNERGY SCHOOL SYNE 4155676177 1387 VALENCIA ST SAN FRANCISCO CA 941103714 BYRON SPAIN DIRECTOR OF FINANCE 4155676177 2025-07-16 1 0 GIOVANNA K DUENAS P01256956 4159251120 2023 2025-03-06 01:10:19Z BYRON SPAIN 1387 VALENCIA ST SAN FRANCISCO CA 941103714 7317421 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 24 66 0 389 0 555323 541259 4042391 4605170 113581 722321 -13518 12188 4697777 5880938 0 0 0 0 3638151 3698244 0 0 331890 1218343 1221568 4856494 4919812 -158717 961126 16173305 18557385 6110577 6140104 10062728 12417281 TO PROVIDE QUALITY EDUCATION BY EMPOWERING CHILDREN TO FLOURISH ACADEMICALLY TO BLOSSOM AS INDIVIDUALS, AND TO BECOME SELF-CONFIDENT, CREATIVE LEARNERS. 0 0 3868478 4597081 TO PROVIDE A QUALITY EDUCATIONAL EXPERIENCE TO STUDENTS IN KINDERGARTEN THROUGH EIGHTH GRADE. 3868478 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 15 0 1 66 1 1 1 0 0 0 0 0 0 0 0 0 X 51 24 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 RITA FRANKLIN TRUSTEE/TEACHER/ADMISSIONS 40.00 X X 147278 0 30930 TANYA BAKER TRUSTEE/TEACHER/ADMINISTRA 40.00 X X 138974 0 31933 BYRON SPAIN TRUSTEE/ADMINISTRA 40.00 X X 0 0 0 ALFREDO PEREIRA TRUSTEE/TEACHER 40.00 X 35204 0 10884 ANNIE AGUIRRE TRUSTEE/TEACHER 40.00 X 96372 0 27944 ARIEL LEIGHTON TRUSTEE/TEACHER 40.00 X 95476 0 19296 BRIAN HOLBERT TRUSTEE/TEACHER 40.00 X 35208 0 7520 CAROLYN KRUSE TRUSTEE/TEACHER 40.00 X 108140 0 26733 CYNTHIA LOUIE SECRETARY/TEACHER 40.00 X 114503 0 30889 CHRIS YIM TRUSTEE/ BUSINESS MANAGER 40.00 X 97831 0 18966 DANIEL GELFAND TRUSTEE/TEACHER 40.00 X 75050 0 64561 DOMINIC ALTIERI TRUSTEE/TEACHER 40.00 X 100370 0 61465 EBONY MANION TRUSTEE/TEACHER 40.00 X 102369 0 14350 JANA BARBER TRUSTEE/TEACHER 40.00 X 106165 0 32531 JASMINE KITSES TRUSTEE/TEACHER 40.00 X 79291 0 44805 JEFFREY MCMAHAN TRUSTEE/TEACHER 40.00 X 91822 0 20016 JESSE KITSES TRUSTEE/TEACHER 40.00 X 110953 0 50794 JESSICA RAYGOZA TRUSTEE/TEACHER 40.00 X 67021 0 17029 KIMBERLY MCCLAIN TRUSTEE/TEACHER 40.00 X 64785 0 16350 KINNE CHAPIN TRUSTEE/TEACHER 40.00 X 77876 0 17195 LIZ MCDONALD TRUSTEE/STAFF 40.00 X 109201 0 35328 MARTA ALEJANDRO MARTINEZ TRUSTEE/TEACHER 40.00 X 44459 0 16830 PAMELA HEYDA TRUSTEE/TEACHER 40.00 X 95388 0 23258 REA INGLESIS TURSTEE/TEACHER 40.00 X 108583 0 41195 RUSSELL CURTIS TRUSTEE/STAFF 40.00 X 97690 0 34591 SANDRA BARRA TRUSTEE/TEACHER 40.00 X 82281 0 29323 SUSANNE DERISI TRUSTEE/TEACHER 40.00 X 47789 0 5793 ARASH ANOSHIRAVANI TRUSTEE 2.00 X 0 0 0 DARIYA MEAD TRUSTEE 2.00 X 0 0 0 HEATHER LUBECK TRUSTEE 2.00 X 0 0 0 JILL GOFFSTEIN TRUSTEE 2.00 X 0 0 0 KAREN COOPMAN TRUSTEE 2.00 X 0 0 0 KELLY WHITE TRUSTEE 2.00 X 0 0 0 MATTHEW RUNEARE TRUSTEE 2.00 X 0 0 0 MAY LIM TRUSTEE 2.00 X 0 0 0 PAUL CORT TRUSTEE 2.00 X 0 0 0 SCOTT ARMSTRONG TRUSTEE 2.00 X 0 0 0 SHELLEY CURRAN TRUSTEE 2.00 X 0 0 0 TRACY BURT TRUSTEE 2.00 X 0 0 0 VICTOR MADRIGAL TRUSTEE 2.00 X 0 0 0 CAT GRATZ TRUSTEE 2.00 X 0 0 0 BETH STANLEY TRUSTEE 2.00 X 0 0 0 KRISTY TROUP TRUSTEE 2.00 X 0 0 0 JENA SCHLEICHER TRUSTEE 2.00 X 0 0 0 KNDAWKS PERRAULT TRUSTEE 2.00 X 0 0 0 ELENA VALLE TRUSTEE 2.00 X 0 0 0 KATHERINE CZESAK TRUSTEE 2.00 X 0 0 0 KEVIN HUSSEY TRUSTEE 2.00 X 0 0 0 LANEISHA WASHINGTON TRUSTEE 2.00 X 0 0 0 JOHN MCDERMOTT TRUSTEE 2.00 X 0 0 0 ALEX PLANT TRUSTEE 2.00 X 0 0 0 2330079 0 730509 10 0 1 0 0 52671 488588 48234 541259 TUITION AND FEES 611600 4597081 4597081 OTHER INCOME 900099 8089 8089 4605170 247420 247420 389 0 389 389 389 1878776 1403875 474901 474901 474901 44407 52671 32608 11799 11799 5880938 4597081 389 742209 2353361 1897479 311534 144348 663197 574921 56509 31767 165887 132725 22429 10733 296859 237514 40138 19207 218940 179434 26720 12786 791 791 27967 27967 26984 11049 15935 58028 43445 14268 315 28496 28496 59138 47195 8581 3362 191984 157351 23424 11209 62267 51035 7597 3635 CURRICULUM MATERIALS 328805 328805 BUILDING MAINTENANCE 176334 144525 21514 10295 FUNDRAISING 59805 59805 UTILITIES 47745 39133 5825 2787 153224 34916 112602 5706 4919812 3868478 719444 331890 1683682 2147883 1799060 1982275 10136 15846 19807 24231 7833182 3701093 4281903 4132089 6621583 8333428 1757134 1921633 16173305 18557385 160355 181225 2369448 2352610 1843238 1710955 1737536 1895314 6110577 6140104 X 10062728 12417281 10062728 12417281 16173305 18557385 961126 1393427 0 X X 0 1 X 1 0 X 573849 1236380 620230 482076 488588 3401123 573849 1236380 620230 482076 488588 3401123 3401123 175702 175737 184676 253027 247420 1036562 738460 2183106 -1300333 540220 1940887 4102340 8540025 19322411 0.39830 0.50330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6840361 17217 1956056 275000 8538634 6709630 4998 625733 500000 6840361 8297972 7151 -995493 600000 6709630 5833030 267800 2197142 8297972 4995750 264531 769249 196500 5833030 1.00000 0 0 403178 403178 6878403 3393015 3485388 551601 308078 243523 4132089 CONTRACTUAL TUITION RECEIVABLE 1795209 FINANCE RIGHT-OF-USE ASSET 103049 OPERATING RIGHT-OF-USE ASSET 23375 1921633 TENANT SECURITY DEPOSITS 7492 CONTRACTUAL UNEARNED TUITION 1795209 FINANCE LEASE LIABILITY 69238 OPERAING LEASE LIABILITY 23375 1895314 X 7274365 1393427 1393427 5880938 0 5880938 4919812 0 4919812 0 4919812 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 97078 52671 44407 5744 18757 5150 2957 97078 52671 44407 5744 18757 5150 2957 32608 11799 X X 0 0 0 0 0 0 0 0 0 RITA FRANKLIN TRUSTEE/TEACHER/ADMISSIONS 147278 0 0 0 0 0 8545 0 22385 0 178208 0 0 0 TANYA BAKER TRUSTEE/TEACHER/ADMINISTRA 138974 0 0 0 0 0 8209 0 23724 0 170907 0 0 0 DOMINIC ALTIERI TRUSTEE/TEACHER 100370 0 0 0 0 0 6022 0 55443 0 161835 0 0 0 JESSE KITSES TRUSTEE/TEACHER 110953 0 0 0 0 0 6657 0 44137 0 161747 0 0 0 X 1 17217 FAIR MARKET VALUE X AUCTION ITEMS - EXPERIENCES 0 31017 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