2026-07-15T11:02:57-05:00 2025-08-31 263789391 WMB2LLP 101 LARKSPUR LANDING CIR STE 200 LARKSPUR CA 949391750 990 2024-09-01 942245103 SYNERGY SCHOOL SYNE 4155676177 1387 VALENCIA ST SAN FRANCISCO CA 941103714 BYRON SPAIN DIRECTOR OF FINANCE 4155676177 2026-07-14 1 0 GIOVANNA K DUENAS P01256956 4159251120 2024 2025-03-06 01:10:19Z BYRON SPAIN 1387 VALENCIA ST SAN FRANCISCO CA 941103714 8733347 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. 50 24 71 0 -9618 0 541259 691282 4605170 4583604 722321 1431186 12188 -199 5880938 6705873 0 0 0 0 3698244 3989117 0 0 247736 1221568 1227092 4919812 5216209 961126 1489664 18557385 20172507 6140104 6514502 12417281 13658005 TO PROVIDE QUALITY EDUCATION BY EMPOWERING CHILDREN TO FLOURISH ACADEMICALLY TO BLOSSOM AS INDIVIDUALS, AND TO BECOME SELF-CONFIDENT, CREATIVE LEARNERS. 0 0 3627512 4580864 TO PROVIDE A QUALITY EDUCATIONAL EXPERIENCE TO STUDENTS IN KINDERGARTEN THROUGH EIGHTH GRADE. 3627512 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 30 0 1 71 1 0 0 0 0 0 0 0 0 0 0 X 50 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 148101 0 25025 TANYA BAKER TRUSTEE/PRESIDENT/TEACHER/ADMIN 40.00 X X 140970 0 26370 BYRON SPAIN TRUSTEE/TREASURER/ADMIN 26.00 X X 43217 0 1219 ALFREDO PEREIRA TRUSTEE/TEACHER 40.00 X 88137 0 19469 ANNIE AGUIRRE TRUSTEE/TEACHER 40.00 X 102297 0 23701 ARIEL LEIGHTON TRUSTEE/TEACHER 40.00 X 105568 0 14919 KNDAWKS PERRAULT TRUSTEE/TEACHER 40.00 X 43400 0 37684 CAROLYN KRUSE TRUSTEE/TEACHER 40.00 X 112919 0 22557 CYNTHIA LOUIE TRUSTEE/SECRETARY/ADMIN 40.00 X X 121453 0 26776 CHRIS YIM TRUSTEE/BUSINESS MANAGER 40.00 X 98586 0 15207 DAN GELFAND TRUSTEE/TEACHER 40.00 X 75624 0 69942 DOMINIC ALTIERI TRUSTEE/TEACHER 40.00 X 105838 0 61824 EBONY MANION TRUSTEE/TEACHER 40.00 X 110768 0 10625 JASMINE KITSES TRUSTEE/TEACHER 40.00 X 83146 0 51987 JEFF MCMAHAN TRUSTEE/TEACHER 40.00 X 95649 0 16006 JESSE KITSES TRUSTEE/TEACHER 40.00 X 115735 0 47483 JESSICA RAYGOZA TRUSTEE/STAFF 40.00 X 70034 0 25400 KIM MCCLAIN TRUSTEE/TEACHER 32.00 X 67672 0 22329 KINNE CHAPIN TRUSTEE/TEACHER 40.00 X 68999 0 12968 LIZ MCDONALD TRUSTEE/STAFF 40.00 X 115486 0 30253 PAM HEYDA TRUSTEE/TEACHER 40.00 X 100095 0 17043 REA INGLESIS TRUSTEE/TEACHER 40.00 X 113253 0 22326 RUSS CURTIS TRUSTEE/STAFF 40.00 X 102335 0 49463 SUSANNE DERISI TRUSTEE/STAFF 24.00 X 57434 0 3660 MAHALA BUNDY TRUSTEE/TEACHER 20.00 X 28553 0 0 CAT GRATZ TRUSTEE/STAFF 40.00 X 0 0 0 ARASH ANOSHIRAVANI TRUSTEE 2.00 X 0 0 0 DARYA MEAD TRUSTEE 2.00 X 0 0 0 HEATHER LUBECK TRUSTEE 2.00 X 0 0 0 JILL GOFFSTEIN STOCKS 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 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 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 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 SHARI DICKSTEIN-STAUB TRUSTEE 2.00 X 0 0 0 DARRICK CLAYTON TRUSTEE 2.00 X 0 0 0 JARED FIX TRUSTEE 2.00 X 0 0 0 RUSS MESSING TRUSTEE 2.00 X 0 0 0 2315269 0 654236 13 0 1 0 VINTAGE CONTRACTORS INC 2369 OCEAN AVE SUITE 200 SAN FRANCISCO CA 94127 BASKETBALL COURT RENOVATION - ASPHALT, D 116810 1 54161 637121 46788 691282 TUITION AND FEES 611600 4580864 4580864 OTHER INCOME 900099 2740 2740 4583604 291991 291991 -9618 0 -9618 -9618 -9618 3134747 1995552 1139195 1139195 1139195 41341 54161 31922 9419 9419 6705873 4580864 -9618 1443345 2499361 2016497 329017 153847 774499 349149 418011 7339 161144 117635 35452 8057 315331 245920 52567 16844 238782 173098 53886 11798 2012 2012 22731 22731 36247 22019 14228 59947 53386 6561 12362 12362 54606 39585 12323 2698 194244 140811 43835 9598 74079 74079 CURRICULUM MATERIALS 305603 305603 BUILDING MAINTENANCE 152408 110526 34347 7535 LEASES 66732 32714 31788 2230 UTILITIES 51930 37645 11719 2566 194191 58329 131427 4435 5216209 3627512 1340961 247736 2147883 1322908 1982275 4521693 15846 12922 24231 20229 7999174 3921654 4132089 4077520 8333428 8141030 1921633 2076205 18557385 20172507 181225 328908 2352610 2548811 1710955 1573077 1895314 2063706 6140104 6514502 X 12417281 13643005 15000 12417281 13658005 18557385 20172507 1489664 -324633 75693 0 X X 0 1 X 1 0 X 1236380 620230 482076 488588 637121 3464395 1236380 620230 482076 488588 637121 3464395 3464395 175737 184676 253027 247420 291991 1152851 2183106 -1300333 540220 1940887 880882 4244762 8862008 20318130 0.39090 0.39830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8538634 16090 964087 0 9518811 6840361 17217 1956056 275000 8538634 6709630 4998 625733 500000 6840361 8297972 7151 -995493 600000 6709630 5833030 267800 2197142 8297972 1.00000 0 0 403178 403178 6878403 3573100 3305303 717593 348554 369039 4077520 CONTRACTUAL TUITION RECEIVABLE 1924864 FINANCE RIGHT-OF-USE ASSET 67218 OPERATING RIGHT-OF-USE ASSET 84123 2076205 TENANT SECURITY DEPOSITS 5995 CONTRACTUAL UNEARNED TUITION 1924864 FINANCE LEASE LIABILITY 27180 OPERATING LEASE LIABILITY 105667 2063706 X 6381240 -324633 -324633 6705873 0 6705873 5216209 0 5216209 0 5216209 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 95502 54161 41341 6078 16151 7950 1744 95502 54161 41341 6078 16151 7950 1744 31923 9418 X X 0 0 0 0 0 0 0 0 0 RITA FRANKLIN TRUSTEE/TEACHER/ADMISSIONS 148101 0 0 0 0 0 9725 0 15300 0 173126 0 0 0 DOMINIC ALTIERI TRUSTEE/TEACHER 105838 0 0 0 0 0 6513 0 55311 0 167662 0 0 0 TANYA BAKER TRUSTEE/PRESIDENT/TEACHER/ADMIN 140970 0 0 0 0 0 8732 0 17638 0 167340 0 0 0 JESSE KITSES TRUSTEE/TEACHER 115735 0 0 0 0 0 7016 0 40467 0 163218 0 0 0 RUSS CURTIS TRUSTEE/STAFF 102335 0 0 0 0 0 7576 0 41887 0 151798 0 0 0 X 1 16090 FAIR MARKET VALUE X AUCTION ITEMS - EXPERIENCES 0 30221 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