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Nonprofiteer
← CONFLUENCE ADVOCACY INC

Form 990 for tax year 2022

Filed by CONFLUENCE ADVOCACY INC.

Totals

Total revenue
$2,500,000
Total expenses
$2,912,824
Contributions and grants received
$2,500,000
Grants paid
$900,000
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$539,696
Total liabilities, end of year
$514,039
Net assets or fund balances, end of year
$25,657
Program services expenses (Part IX)
$2,267,793
Management and general expenses
$645,031
Fundraising expenses
$0
Program service expenses (Part III)
$2,267,793

Program services were 77.9% 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

    $2,500,000

  • 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

  • 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 $900,000 · program services $900,000

  • 11a · Fees: management

    total $1,235,337 · program services $741,202 · management and general $494,135

  • 11b · Fees: legal

    total $59,450 · management and general $59,450

  • 11c · Fees: accounting

    total $18,730 · management and general $18,730

  • 11g · Fees: other

    total $304,488 · program services $304,488 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $940 · management and general $940

  • 14 · Information technology

    total $1,855 · management and general $1,855

  • 16 · Occupancy

    total $26,584 · management and general $26,584

  • 17 · Travel

    total $39,558 · program services $23,735 · management and general $15,823

  • 22 · Depreciation, depletion and amortization

    total $8,238 · management and general $8,238

  • 24a · Other expenses: Program Evaluation Services

    total $167,668 · program services $167,668

  • 24b · Other expenses: Polling - Education Issues

    total $130,700 · program services $130,700

  • 24c · Other expenses: Matching Contribution Program

    total $14,841 · management and general $14,841

  • 24d · Other expenses: Dues and Subscriptions

    total $4,001 · management and general $4,001

  • 24e · All other expenses

    total $434 · program services $0 · management and general $434 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $822,724 · end of year $463,508

  • 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

    $55,822

  • 10c · Land, buildings and equipment, net

    beginning of year $74,246 · end of year $68,155

  • 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 $31,671 · end of year $11,201

  • 22 · Loans and payables to officers and key people

    beginning of year $435,711 · end of year $502,838

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $437,621 · end of year $25,657

Mission and programs · 2022

Mission

THE ORGANIZATION'S MISSION IS TO PROMOTE EFFECTIVE K-12 EDUCATION REFORM POLICIES THAT CREATE A VIBRANT, COMPETITIVE AND HIGH PERFORMING PUBLIC EDUCATION SYSTEM IN THE UNITED STATES.

Activities or mission (Part I)

THE ORGANIZATION'S MISSION IS TO PROMOTE EFFECTIVE K-12 EDUCATION REFORM POLICIES THAT CREATE A VIBRANT, COMPETITIVE AND HIGH PERFORMING PUBLIC EDUCATION SYSTEM IN THE U.S.

  • PERFORMING ADMINISTRATIVE AND EDUCATIONAL ASSISTANCE TO INDIVIDUALS AND TAX-EXEMPT ORGANIZATIONS TO PROMOTE EDUCATION REFORM AND ADVOCACY.

    Expenses $2,267,793 · Grants $900,000

As filed on the 2022 return.

Listed in Part VII

  • ALICE A PROIETTI

    DIRECTOR (from 01/01/2022 - 12/27/2022)

    Total calculated
    $0
    Hours/week
    1

  • JIM C WALTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LUKAS WALTON

    DIRECTOR (From 12/27/2022)

    Total calculated
    $0
    Hours/week
    1

  • TOM WALTON

    DIRECTOR (from 12/27/2022)

    Total calculated
    $0
    Hours/week
    1

  • CLAIRE VOORHEES

    EDUCATION ADVOCACY DIRECTOR

    Total calculated
    $304,936
    From this org
    $0
    From related orgs
    $270,460
    Other
    $34,476
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $270,460 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $22,277 related
    Nontaxable benefits
    $0 + $12,199 related
    Filer's total
    $0 + $304,935 related

  • ERIKA J BELFIORE

    SECRETARY/TREASURER (From 12/27/2022)

    Total calculated
    $117,420
    From this org
    $0
    From related orgs
    $88,636
    Other
    $28,784
    Hours/week
    8

  • SUSAN BROWN

    Environmental Advocacy Director (From 12/27/2022)

    Total calculated
    $384,277
    From this org
    $0
    From related orgs
    $337,298
    Other
    $46,979
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $337,298 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $28,888 related
    Nontaxable benefits
    $0 + $18,091 related
    Filer's total
    $0 + $384,277 related

  • Adam Rogalski

    Advocacy Program Officer

    Total calculated
    $266,443
    From this org
    $0
    From related orgs
    $221,006
    Other
    $45,437
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $221,006 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $21,196 related
    Nontaxable benefits
    $0 + $24,241 related
    Filer's total
    $0 + $266,443 related

  • BRIENNE BELLAVITE

    Advocacy Program Officer

    Total calculated
    $250,120
    From this org
    $0
    From related orgs
    $224,319
    Other
    $25,801
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $224,319 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $18,807 related
    Nontaxable benefits
    $0 + $6,994 related
    Filer's total
    $0 + $250,121 related

  • Lauren Perry

    Advocacy Program Officer

    Total calculated
    $252,300
    From this org
    $0
    From related orgs
    $222,605
    Other
    $29,695
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $222,605 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $20,364 related
    Nontaxable benefits
    $0 + $9,331 related
    Filer's total
    $0 + $252,300 related

  • JOSEPH WILLIAMS

    FORMER EDUCATION ADVOCACY DIRECTOR

    Total calculated
    $727,604
    From this org
    $0
    From related orgs
    $673,763
    Other
    $53,841
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $673,763 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $29,600 related
    Nontaxable benefits
    $0 + $24,241 related
    Filer's total
    $0 + $727,604 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 $1,431 to the non-qualified plan in calendar year 2022. Joseph Williams is a participant in a non-qualified deferred compensation plan maintained by a related organization. The participant and the related organization contributed $26,061 to the non-qualified plan in calendar year 2022. 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
2022
Filed
15 September 2023
IRS schema version
2022v5.0
Source object
202302589349301030

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