2017-11-03T11:47:51-05:00 2016-12-31 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2016-01-01 430970674 SYNERGY SERVICES INC % TARYN WATERS SYNE 8165874100 400 EAST 6TH STREET PARKVILLE MO 64152 ROBIN S WINNER EXECUTIVE DIRECTOR 8165874100 2017-11-15 true Michael J Engle P00482834 8162216300 167.68.126.162 43372220173075000004 2017-11-03 P 402283322F8CAD45E9D12A993EDCDD38A826EB18 9A2D4961755CB16CBE5056BBCD1D5249E9CE6082 2016 2018-03-14 21:41:22Z ROBIN S WINNER 400 EAST 6TH STREET PARKVILLE MO 64152 9115740 false X WWW.SYNERGYSERVICES.ORG X 1971 MO AS A VIOLENCE PREVENTION AND INTERVENTION AGENCY, SYNERGY SERVICES' MISSION IS TO STREGTHEN THE COMMUNITY THROUGH CRISIS RESPONSE, SHELTER, COUNSELING, ADVOCACY AND EDUCATION. 20 20 216 500 0 9030551 8450412 346985 319104 14451 4462 -139697 -127746 9252290 8646232 0 0 0 0 5268227 5600848 0 20000 507078 2380948 2340968 7649175 7961816 1603115 684416 5586771 6650536 2603779 2359636 2982992 4290900 X AS A VIOLENCE PREVENTION AND INTERVENTION AGENCY, SYNERGY SERVICES' MISSION IS TO STRENGTHEN THE INDIVIDUAL, FAMILY AND COMMUNITY THROUGH CRISIS RESPONSE, SHELTER, COUNSELING, ADVOCACY AND EDUCATION. false false 1349058 0 178351 FAMILY CARE THERAPY (CLINICAL SERVICES) - SEE SCHEDULE O. 1244680 0 0 PREVENTION EDUCATION (COMMUNITY) INCLUDES STOP VIOLENCE, SAFE PLACE STREET OUTREACH, AND THE YOUTH RESILIENCY CENTER. COMMUNITY-BASED EDUCATION AND AWARENESS PROGRAMS ARE CRITICAL TO BREAKING THE CYCLE OF VIOLENCE. WE OFFER A RANGE OF COMPREHENSIVE PROGRAMS DESIGNED TO STOP VIOLENCE AND ENCOURAGE GOOD DECISIONS WITH POSITIVE OUTCOMES FOR THE ENTIRE COMMUNITY. THE KINDEST KANSAS CITIAN AWARDS BANQUET IS AN ANNUAL FUNDRAISER HELD TO SUPPORT PROGRAMMING AND ACKNOWLEDGES COMMUNITY MEMBERS WHO ARE KIND. 3585538 0 11248 RESIDENTIAL PROGRAM SERVICES - SEE SCHEDULE O. 385199 0 129505 6564475 true true false true false false false false false true true false false true false false false true false false false false false true true false false false false true false false false false false false true false false false false false false true true true true false true 33 0 true 216 true false false false false false true true false false false false X 20 20 false false false false false false false true true false false true true true true true true true false false MO X X TARYN WATERS 8165874100 400 EAST 6TH STREET PARKVILLE MO 64152 TIMOTHY LAYCOCK BOARD CHAIR 1.0 1.0 X X 0 0 0 GREG PRESONELLI BOARD VICE CHAIR 1.0 1.0 X X 0 0 0 CORY MILLER BOARD SECRETARY 1.0 1.0 X X 0 0 0 MICHELLE BROWN BOARD TREASURER 1.0 1.0 X X 0 0 0 TOM ISENBERG BOARD PAST CHAIR 1.0 1.0 X X 0 0 0 TOMMY TAYLOR BOARD PAST CHAIR 1.0 1.0 X X 0 0 0 JENNY MILES MARKETING CMTE CO-CHAIR 1.0 0.0 X 0 0 0 JOSH MITCHEM MARKETING CMTE CO-CHAIR 1.0 0.0 X 0 0 0 JONANN CAVANAUGH MEMBER AT LARGE 1.0 0.0 X 0 0 0 TIANDRA DAVIS MEMBER AT LARGE 1.0 0.0 X 0 0 0 VINCENT HAMILTON MEMBER AT LARGE 1.0 0.0 X 0 0 0 SCOTT SCHOENFELD MEMBER AT LARGE 1.0 0.0 X 0 0 0 WAYNE THREATT MEMBER AT LARGE 1.0 0.0 X 0 0 0 KAR WOO MEMBER AT LARGE 1.0 0.0 X 0 0 0 PAUL FREGEAU LIAISON MEMBER 1.0 0.0 X 0 0 0 CHERYL GIVENS MEMBER AT LARGE 1.0 0.0 X 0 0 0 BRANDY SHOPE PERCONNEL CMTE CHAIR 1.0 0.0 X 0 0 0 ANN WHITTY PROGRAM SVCS CMTE CHAIR 1.0 0.0 X 0 0 0 DR TERRA FRAZIER MEMBER AT LARGE 1.0 0.0 X 0 0 0 ERIKA MOODY MEMBER AT LARGE 1.0 0.0 X 0 0 0 DAWN PARSONS MEMBER AT LARGE 1.0 0.0 X 0 0 0 HEATHER SICKS MEMBER AT LARGE 1.0 0.0 X 0 0 0 DARCY STEWART MEMBER AT LARGE 1.0 0.0 X 0 0 0 ROBIN WINNER EXECUTIVE DIRECTOR 50.0 0.0 X 142811 0 1202 DENNIS MEIER ASSOCIATE EXECUTIVE DIRECTOR 50.0 1.0 X 137367 0 22988 BETH SULLIVAN DIRECTOR OF FINANCE 45.0 0.0 X 94421 0 12028 374599 0 36218 2 false true false JE DUNN CONSTRUCTION 1001 LOCUST STREET KANSAS CITY MO 64106 GENERAL CONTRACTOR 2579707 3 179350 438432 4773762 3058868 24974 8450412 PROGRAM FEES 624100 196447 196447 THRIFT STORE SALES 448000 122657 122657 319104 1747 1747 0 0 0 0 0 307672 311962 -7005 -4290 7005 2715 2715 29700 438432 164551 -134851 -134851 0 0 0 0 0 0 MISCELLANEOUS REVENUE 900099 7105 7105 7105 8646232 319104 -123284 0 0 0 0 380083 322511 29984 27588 57551 57551 4247971 3604522 335110 308339 5095 4323 402 370 572298 485611 45147 41540 337850 286675 26652 24523 0 15849 15849 56352 56352 0 20000 20000 1669 1669 182395 109449 57957 14989 0 137125 54195 48854 34076 0 0 726079 694587 18355 13137 0 0 0 70601 70601 0 171797 153337 17332 1128 130454 109513 14927 6014 Bad Debt 577 577 Training and Development 142596 111510 22220 8866 Program Expense 553295 552841 240 214 NMTC Contribution Expense 21453 2433 18133 887 130727 14840 110479 5407 7961816 6564475 890263 507078 2098537 535734 0 0 1120046 460653 161131 305741 0 0 0 0 0 0 0 0 74563 87540 7421485 2547912 1415477 4873573 313865 0 0 0 0 0 0 0 403152 387295 5586771 6650536 466132 837871 0 0 0 0 0 0 0 0 0 0 2137647 1521765 0 0 0 0 2603779 2359636 X -650362 2836585 3492215 1435927 141139 18388 2982992 4290900 5586771 6650536 X 684416 1238 400000 222254 X false true X true true true X 5435179 5762253 7752147 9030551 8450412 36430542 0 0 5435179 5762253 7752147 9030551 8450412 36430542 600641 35829901 9681 14591 19579 14882 1747 60480 0 3882 13310 13980 15488 7105 53765 36544787 2217121 0.98044 0.98612 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 76311 76311 false SCHEDULE C, PART II-B, LINE 1I Synergy Services, Inc. provided leadership in 2016 for the effort to pass the Children's Service Fund (CSF) in Jackson and Clay Counties in Missouri. The CSF is enabled by legislation passed in 2001 by the State of Missouri that allows each county to introduce a small sales tax to benefit specific services for children and youth in that county. The 2016 effort was largely community education about the unmet needs of children and youth in both counties, but also involved work on the ballot initiative to pass this small sales tax Synergy chaired the Children's Service Fund Coalition comprised of 50+ non-profit organizations, worked to engage fellow non-profit organizations to participate and provide funding for the initiative, recruited community leaders to service on the Honorary Board, participated in the petition campaign to place the initiative on the ballot, and served as a pass-through agent for funding from several local foundations. The initiative was placed on the ballot in Jackson County and passed in the November election. The initiative was not placed on the ballot in Clay County in 2016 but was later passed in August 2017. 313865 -4455 291022 18388 320345 0 -4008 0 0 2472 313865 305769 0 17053 0 0 2477 320345 393092 0 48364 0 133062 2625 305769 362970 0 53485 0 0 23363 393092 1.00000 true false 6211328 1720218 4491110 216305 143332 72973 993852 684362 309490 4873573 Pratt Property 384405 DONATED ARTWORK 2890 387295 9334535 1238 411618 275447 688303 8646232 8646232 8187499 11618 214065 225683 7961816 7961816 SCHEDULE D, PART V, LINE 4 ENDOWMENT FUNDS ARE USED FOR THE LONGEVITY OF THE AGENCY AND ARE INVESTED IN GROWTH PATTERN. SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINES 2D FUNDRAISING EVENTS' EXPENSES $ 164,551 RELATED ORGANIZATIONS' REVENUE 432,352 ELIMINATIONS ( 321,456) ---------- $ 275,447 SCHEDULE D, PART XII, LINE 2D FUNDRAISING EVENTS' EXPENSES $ 164,551 RELATED ORGANIZATIONS' EXPENSES 370,970 ELIMINATIONS ( 321,456) RENTAL EXPENSE ---------- $ 214,065 X X X X X X true LINTECUM GROUP STAND UP CAMPAIGN false 272819 20000 252819 272819 20000 252819 MO STAND UP 4 SYNG 272819 258619 14200 1788 921 6155 80185 33963 KNDST KS CITAT 154691 145191 9500 549 1925 11200 1350 13303 3 40622 34622 6000 2661 6806 403 300 3042 468132 438432 29700 4998 9652 17758 81835 50308 164551 -134851 X X false false false false false false false false false DENNIS MEIER ASSOCIATE EXECUTIVE DIRECTOR 137367 0 0 0 0 0 275 0 22713 0 160355 0 0 0 SCHEDULE L, PART IV, LINE 1 (A) MEREDITH ROSENBERG (B) DAUGHTER OF ROBIN S. WINNER, EXECUTIVE DIRECTOR OF SYNERGY SERVICES, INC. (C) $57,551 (D) COMPENSATION AND BENEFITS (E) NO 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 itS 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 DOMESTIC VIOLENCE PREVENTION AND COUNSELING, TEEN PARENT SUPPORT, CHILDREN'S ADVOCACY CENTER (FORENSIC INTERVIEWING), AND THERAPY SERVICES FOR ALL OTHER PROGRAMMING WITHIN THE AGENCY. 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. 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 SERVICES, 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 ACCREDITED 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 and 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. 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 C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST, BY WALK-IN, OR ON WEBSITE. FORM 990, PART XI, LINE 5 TRANSFERS TO AFFILIATE*** $ 222,254 ***SEE DISCUSSION OF NEW MARKET TAX CREDIT TRANSACTION ON SCHEDULE O SYNERGY FINANCIAL SUPPORT CORPORATION 400 EAST 6TH STREET PARKVILLE MO 64152 272977727 SUPPORT ORG MO 501(C)(3) 12A SYNERGY SERV true SYNERGY REAL ESTATE HOLDINGS INC 400 E 6TH ST PARKVILLE MO 641523703 272977680 REAL ESTATE MO 501(C)(2) SYNERGY SERV true false false false false false false false false false false true false false true true false false false true SYNERGY REAL ESTATE HOLDINGS INC K 300000 CASH TRANSFER SYNERGY FINANCIAL SUPPORT CORPORATION S 53035 CASH TRANSFER SYNERGY REAL ESTATE HOLDINGS INC S 169219 CASH TRASNFER