Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 5,477,238 | 5,474,251 | 5,435,179 | 5,762,253 | 7,752,147 | 29,901,068 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | 0 | |||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 0 | |||||
| 4 | Total. Add lines 1 through 3 | 5,477,238 | 5,474,251 | 5,435,179 | 5,762,253 | 7,752,147 | 29,901,068 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 322,192 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 29,578,876 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 5,477,238 | 5,474,251 | 5,435,179 | 5,762,253 | 7,752,147 | 29,901,068 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 35,864 | 20,974 | 9,681 | 14,591 | 19,579 | 100,689 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 21,013 | 8,724 | 3,882 | 13,310 | 13,980 | 60,909 |
| 11 | Total support Add lines 7 through 10. | 30,062,666 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| Creation of new entities | During July 2010, Synergy created two new entities, Synergy Real Estate Holdings, Inc. (SREH), a 501(c)2 real estate holding company and Synergy Financial Support Corporation (SFSC) a 501(c)3, both of which are operated exclusively for the benefit of Synergy. The entities were created in conjunction with the New Market Tax Credit transaction discussed below. A separate IRS Form 990 was prepared for each entity; therefore the three forms must be reviewed in conjunction with one another for an accurate picture of Synergy Services, Inc. as a whole. New Market Tax Credit Transaction On July 14, 2010, Synergy Services Inc. (Synergy) and it's newly formed supporting organizations, Synergy Real Estate Holdings, Inc. (Synergy Real Estate) and Synergy Financial Support Corporation (Synergy Financial Support), entered into a transaction which generated tax credits called New Market Tax Credits (NMTCs) under IRC Section 45D. In the transaction, Synergy Real Estate received loans totaling $6,860,000 from an investment account funded primarily by Synergy's other support organization, Synergy Financial Support Corporation. Synergy will have the option to acquire all membership rights of the investment fund which holds the loans and forgive the related debt at the end of the 7 year NMTC compliance period. Synergy Real Estate used a majority of these proceeds to purchase the Youth Resiliency Center and Synergy House facilities from Synergy which significantly reduced the amount of fixed assets on Synergy's books (See 990 Part X 10a) and increased the assets of Synergy Real Estate. Synergy continues to utilize the youth campus facilities in the same manner as prior to the transaction. Synergy transferred $5,289,918 of the $6,500,000 purchase price received to Synergy Financial Support (See the reconciliation of net assets 990 Part XI, Line 5 and reconciliation of change in net assets Schedule D Part XI Line 8), which funded the investment account as noted above. |
| FORM 990, PART III, LINE 4A | FAMILY CARE THERAPY (CLINICAL SERVICES): CLIENTS REPRESENT A BROAD CROSS SECTION OF THE POPULATION SPANNING GENDER, AGE, RACE AND SIX COUNTY LINES. MOST CLIENTS HAVE ANNUAL FAMILY INCOMES OF LESS THAN $25,000 MAKING IT DIFFICULT TO ACCESS THE VARIETY OF SERVICES THEY NEED THROUGH TRADITIONAL MEANS. SERVICES ARE PROVIDED ON SLIDING SCALE AND NO ONE IS TURNED AWAY FOR INABILITY TO PAY. A WELL FUNCTIONING FAMILY PROVIDES SUCCESS TO EACH OF ITS MEMBERS. WE OFFER INDIVIDUAL, GROUP AND FAMILY COUNSELING ON A STAND ALONE BASIS AS A PART OF OUR PROGRAMS, SUCH AS TEEN PARENT SUPPORT, CHILDREN'S ADVOCACY CENTER (FORENSIC INTERVIEWING), SYNERGY HOUSE EMERGENCY SHELTER AND THE CHILDREN'S CENTER (BOTH FOR YOUTH IN NEED OF RESPITE.) PERSONS SERVED: 4,752 WITH 17,056 HOURS OF THERAPY PROGRAM EXPENSES: $1,467,669 PROGRAM REVENUES: $ 215,465 |
| FORM 990, PART III, LINE 4C | RESIDENTIAL PROGRAM SERVICES: RESIDENTIAL PROGRAM SERVICES INCLUDES SYNERGY HOUSE, WOMEN'S CENTER, CHILDREN'S CENTER, TRANSITIONAL LIVING, PERMANENT HOUSING FOR HOMELESS AND UNATTACHED YOUTH, AND HOTLINE PHONE CALLS. SYNERGY PROVIDES A SAFE, THERAPEUTIC ENVIRONMENT FOR CHILDREN BIRTH TO 22 TO BEGIN THE HEALING PROCESS AND TO GO ON TO LEAD HEALTHY, PRODUCTIVE LIVES. ON ANY GIVEN NIGHT, THERE ARE 2,000 TEENS LIVING ON THE STREETS, SLEEPING IN CARS, OR COUCH SURFING WITH FRIENDS BECAUSE THEY DO NOT HAVE A PLACE TO LIVE. THE YOUTH RESILIENCY CENTER(YRC) OPENED IN 2009 BRINGING TOGETHER COMPREHENSIVE SERVICES TO YOUTH FOR HEALING RELATIONSHIP VIOLENCE, SYNERGY PROVIDES THE SAFETY AND SUPPORT NECESSARY FOR ABUSED WOMEN AND THEIR CHILDREN TO MOVE BEYOND THE TRAUMA CAUSED BY AN ABUSIVE RELATIONSHIP. PERSONS SERVED: 31,438 BEDNIGHTS AND 5,879 HOTLINE CALLS PROGRAM EXPENSES: $2,999,281 PROGRAM REVENUES: $ NONE |
| FORM 990, PART III, LINE 4D | OTHER PROGRAM SERVICES: SYNERGY SERVICES, INC. IS A LIFELINE FOR GREATER KANSAS CITY'S FAMILIES AND INDIVIDUALS IN CRISIS. FOR 40 YEARS, THE ORGANIZATION HAS REACHED OUT TO VICTIMS OF VIOLENCE, ABUSE AND NEGLECT AND PROVIDED CRISIS INTERVENTION, SHELTER, COUNSELING, MENTORING, COURT SERVIES, PREVENTION EDUCATION AND ADVOCACY. THROUGH A SERIES OF MERGERS OF SMALLER AGENCIES, SYNERGY GREW TO BECOME ONE THE KANSAS CITY'S LARGEST AND MOST COMPREHENSIVE SOCIAL SERVICE AGENCIES, PROVIDING A BLEND OF PROGRAMS AND PROJECTS TO OVERCOME DOMESTIC VIOLENCE, CHILD ABUSE, BULLYING, FAMILY DYSFUNCTION AND ADOLESCENT HOMELESSNESS. LOCATED LARGELY IN THE NORTHLAND, THE ORGANIZATION SERVICES CLIENTS OF ALL AGES FROM ACROSS THE METROPOLITAN AREA. TRUE TO ITS NAME, SYNERGY SERVICES DOES PROVIDE SYNERGY...THE INTEGRATED WORK OF THE ORGANIZATION IS STRONGER AND MORE COMPLETE THAN ANY OF THE ORGANIZATION'S COMPONENT PROGRAMS COULD BE ON THEIR OWN. COMMITTED TO QUALITY CARE, SYNERGY SERVICES, INC. IS ACCREDITATED BY THE COUNCIL ON ACCREDITATION (COA), LICENSED BY THE STATE OF MISSOURI, ACCREDITED BY THE NATIONAL CHILDREN'S ALLIANCE, CERTIFIED BY THE UNITED WAY, AND APPROVED BY DEPARTMENT OF HEALTH AND HUMAN SERVICES, THE MISSOURI DEPARTMENT OF MENTAL HEALTH. THE ORGANIZATION IS A MEMBER OF THE MISSOURI COALITION AGAINST DOMESTIC AND SEXUAL VIOLENCE, AND THE NATIONAL NETWORK FOR YOUTH. OTHER PROGRAM SERVICES INCLUDE A THRIFT STORE. SYNERGY IN STYLE THRIFT STORE: SERVING SYNERGY PROGRAMS, CLIENTS AND THE NORTHLAND WITH QUALITY NEW AND USED MERCHANDISE. ALL PROCEEDS ARE USED FOR AGENCY AND CLIENT SUPPORT. PROGRAM EXPENSES: $713,749 PROGRAM REVENUES: $226,122 |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE DIRECTOR GATHERS INFORMATION TO PREPARE THE FORM 990 TAX RETURN. THIS INFORMATION IS THEN GIVEN TO AN INDEPENDENT CPA FIRM TO PREPARE THE FORM 990 TAX RETURN. THE INDEPENDENT CPA FIRM PROVIDES THE FINANCE DIRECTOR WITH A DRAFT OF THE FORM 990. THE AUDIT COMMITTEE THEN REVIEWS THE FORM 990 AND PROVIDES THE CPA FIRM WITH A LIST OF COMMENTS AND SUGGESTIONS. ONCE THE AUDIT COMMITTEE AND THE CPA FIRM APPROVE THE FORM 990, THEN THE FORM 990 IS PRESENTED TO THE GOVERNING BOARD FOR A FINAL REVIEW PRIOR TO FILING THE TAX RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT THE TIME OF HIRE OR ELECTION (IN THE CASE OF DIRECTORS) AND ANNUALLY THEREAFTER, THE OFFICERS, DIRECTORS, AND KEY EMPLOYEES SHALL PROVIDE THE APPLICABLE CONFLICT OF INTEREST DISCLOSURES WHICH SHALL BE COMPLETED TO IDENTIFY ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH IT IS BELIEVED A CONFLICT MAY ARISE. IF A CONFLICT ARISES, THE OFFICER OR DIRECTOR ABSTAINS FROM THE VOTE OF THE CONFLICTED POSITION. KEY EMPLOYEES ARE NOT ALLOWED TO VOTE ON ORGANIZATION'S GOVERNING POLICIES. ANNUAL MONITORING AND REVIEW PROCEDURES SHALL BE PART OF THE ORGANIZATION'S COMPLIANCE PLAN. AN APPROPRIATE REPORT SHALL BE SUBMITTED TO THE EXECUTIVE BOARD CONCERNING ANY INTEREST DISCLOSED. |
| FORM 990, PART VI, SECTION B, LINE 15A | ON AN ANNUAL BASIS, THE BOARD OF DIRECTORS REQUIRE HUMAN RESOURCES TO PERFORM A SURVEY IN THE LOCAL AREA FOR OTHER NOT-FOR-PROFIT ORGANIZATIONS TO COMPARE SALARIES TO THE EXECUTIVE DIRECTOR'S COMPENSATION. |
| FORM 990, PART VI, SECTION B, LINE 15B | THE EXECUTIVE DIRECTOR REVIEWS AND DETERMINES OTHER OFFICER AND KEY EMPLOYEE COMPENSATION ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANICAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST, BY WALK-IN, OR ON WEBSITE. |
| FORM 990, PART XI, LINE 5 | TRANSFERS TO AFFILIATE*** $ 254,583 ***SEE DISCUSSION OF NEW MARKET TAX CREDIT TRANSACTION ON SCHEDULE O |
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| Software Version: |