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Nonprofiteer
← CONFLUENCE ADVOCACY INC

Form 990 for tax year 2025

Filed by CONFLUENCE ADVOCACY INC.

Totals

Total revenue
$4,215,000
Total expenses
$4,241,199
Contributions and grants received
$4,215,000
Grants paid
$1,225,000
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$1,013,545
Total liabilities, end of year
$586,144
Net assets or fund balances, end of year
$427,401
Program services expenses (Part IX)
$3,276,587
Management and general expenses
$964,612
Fundraising expenses
$0
Program service expenses (Part III)
$3,276,587

Program services were 77.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $4,215,000

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8c · Net income from fundraising events

    total $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,225,000 · program services $1,225,000

  • 11a · Fees: management

    total $2,007,415 · program services $1,204,449 · management and general $802,966

  • 11b · Fees: legal

    total $30,629 · management and general $30,629

  • 11c · Fees: accounting

    total $26,090 · management and general $26,090

  • 11g · Fees: other

    total $719,524 · program services $719,524 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $1,676 · management and general $1,676

  • 14 · Information technology

    total $688 · management and general $688

  • 17 · Travel

    total $212,690 · program services $127,614 · management and general $85,076

  • 22 · Depreciation, depletion and amortization

    total $8,269 · management and general $8,269

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $2,268 · management and general $2,268

  • 24e · All other expenses

    total $6,950 · program services $0 · management and general $6,950 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $631,695 · end of year $962,101

  • 3 · Pledges and grants receivable

    beginning of year $330,000

  • 4 · Accounts receivable

    beginning of year $5,695 · end of year $63

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $123,977

  • 10b · Land, buildings and equipment: accumulated depreciation

    $80,629

  • 10c · Land, buildings and equipment, net

    beginning of year $51,617 · end of year $43,348

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $8,033 · end of year $8,033

  • 17 · Accounts payable and accrued expenses

    beginning of year $35,250 · end of year $25,612

  • 22 · Loans and payables to officers and key people

    beginning of year $538,190 · end of year $560,532

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $453,600 · end of year $427,401

Mission and programs · 2025

Mission

THE ORGANIZATION'S MISSION IS TO CREATE A VIBRANT, COMPETITIVE PUBLIC EDUCATION SYSTEM, PROTECT THE ENVIRONMENT AND WATER RESOURCES AND PROMOTE HEALTHY COMMUNITIES FOR GENERATIONS TO COME.

  • PROVIDING SUPPORT TO INDIVIDUALS AND TAX-EXEMPT ORGANIZATIONS TO PROMOTE EDUCATION REFORM.

    Expenses $2,212,634 · Grants $1,075,000

  • PROVIDING SUPPORT TO INDIVIDUALS AND TAX-EXEMPT ORGANIZATIONS TO PROMOTE AND ADVOCATE FOR HEALTHY RIVERS AND OCEANS.

    Expenses $1,063,953 · Grants $150,000

As filed on the 2025 return.

Listed in Part VII

  • Jim C Walton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lukas Walton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Erika Belfiore

    SECRETARY, TREASURER

    Total calculated
    $141,140
    From this org
    $0
    From related orgs
    $109,377
    Other
    $31,763
    Hours/week
    17

  • Lori Amistead

    EDUCATION ADVOCACY DIRECTOR (FROM 12/28/2025)

    Total calculated
    $296,637
    From this org
    $0
    From related orgs
    $269,782
    Other
    $26,855
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $269,782 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $26,855 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $296,637 related

  • Susan Brown

    ENVIRONMENTAL ADVOCACY DIRECTOR

    Total calculated
    $527,691
    From this org
    $0
    From related orgs
    $479,396
    Other
    $48,295
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $479,396 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $35,000 related
    Nontaxable benefits
    $0 + $13,295 related
    Filer's total
    $0 + $527,691 related

  • Adam Rogalski

    SENIOR ADVOCACY MANAGER

    Total calculated
    $305,308
    From this org
    $0
    From related orgs
    $258,643
    Other
    $46,665
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $258,643 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $26,967 related
    Nontaxable benefits
    $0 + $19,698 related
    Filer's total
    $0 + $305,308 related

  • Joshua McNeil

    DEPUTY DIRECTOR, CONSERVATION

    Total calculated
    $235,675
    From this org
    $0
    From related orgs
    $206,403
    Other
    $29,272
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $206,403 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $20,963 related
    Nontaxable benefits
    $0 + $8,309 related
    Filer's total
    $0 + $235,675 related

  • Lauren Perry

    SENIOR MANAGER ADVOCACY

    Total calculated
    $296,856
    From this org
    $0
    From related orgs
    $249,863
    Other
    $46,993
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $249,863 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $27,295 related
    Nontaxable benefits
    $0 + $19,698 related
    Filer's total
    $0 + $296,856 related

  • Joseph Williams

    FORMER EDUCATION ADVOCACY DIRECTOR

    Total calculated
    $836,906
    From this org
    $0
    From related orgs
    $782,337
    Other
    $54,569
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $782,337 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $35,000 related
    Nontaxable benefits
    $0 + $19,569 related
    Filer's total
    $0 + $836,906 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
SUSAN BROWN IS A PARTICIPANT IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN MAINTAINED BY A RELATED ORGANIZATION. THE PARTICIPANT AND THE RELATED ORGANIZATION CONTRIBUTED $12,490 TO THE NON-QUALIFIED PLAN IN CALENDAR YEAR 2025. JOSEPH WILLIAMS IS A PARTICIPANT IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN MAINTAINED BY A RELATED ORGANIZATION. THE PARTICIPANT AND THE RELATED ORGANIZATION CONTRIBUTED $38,811 TO THE NON-QUALIFIED PLAN IN CALENDAR YEAR 2025. THE TOTAL NON-QUALIFIED CONTRIBUTIONS ARE INCLUDED IN THE TOTAL COMPENSATION REPORTED ON THIS FORM 990 FOR THE PARTICIPANTS.
SCHEDULE J, PART I, LINE 3
COMPENSATION IS BASED ON A COMPARISON OF SIMILAR POSITIONS AT SIMILAR ORGANIZATIONS. COMPENSATION IS APPROVED ANNUALLY BY THE BOARD OF DIRECTORS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2025
Filed
15 September 2026
IRS schema version
2025v4.2
Source object
202622589349302182

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