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Nonprofiteer
← CONFLUENCE ADVOCACY INC

Form 990 for tax year 2024

Filed by CONFLUENCE ADVOCACY INC.

Totals

Total revenue
$3,885,000
Total expenses
$3,964,841
Contributions and grants received
$3,885,000
Grants paid
$1,145,000
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$1,027,040
Total liabilities, end of year
$573,440
Net assets or fund balances, end of year
$453,600
Program services expenses (Part IX)
$3,053,115
Management and general expenses
$911,726
Fundraising expenses
$0
Program service expenses (Part III)
$3,053,115

Program services were 77.0% 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

    $3,885,000

  • 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 $1,145,000 · program services $1,145,000

  • 11a · Fees: management

    total $1,928,379 · program services $1,157,027 · management and general $771,352

  • 11b · Fees: legal

    total $41,466 · management and general $41,466

  • 11c · Fees: accounting

    total $27,563 · management and general $27,563

  • 11g · Fees: other

    total $676,723 · program services $676,723 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $780 · management and general $780

  • 14 · Information technology

    total $2,635 · management and general $2,635

  • 17 · Travel

    total $123,942 · program services $74,365 · management and general $49,577

  • 22 · Depreciation, depletion and amortization

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

  • 24a · Other expenses: Dues and Subscriptions

    total $4,835 · management and general $4,835

  • 24e · All other expenses

    total $5,249 · program services $0 · management and general $5,249 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $984,205 · end of year $631,695

  • 3 · Pledges and grants receivable

    end of year $330,000

  • 4 · Accounts receivable

    end of year $5,695

  • 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

    $72,360

  • 10c · Land, buildings and equipment, net

    beginning of year $59,886 · end of year $51,617

  • 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 $46,864 · end of year $35,250

  • 22 · Loans and payables to officers and key people

    beginning of year $471,819 · end of year $538,190

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $533,441 · end of year $453,600

Mission and programs · 2024

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.

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

    Expenses $1,927,954 · Grants $1,025,000

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

    Expenses $1,125,161 · Grants $120,000

As filed on the 2024 return.

Listed in Part VII

  • Sue Brown

    ENVIROMENTAL ADVOCACY DIRECTOR

    Total calculated
    $510,247
    From this org
    $0
    From related orgs
    $454,383
    Other
    $55,864
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $454,383 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $33,600 related
    Nontaxable benefits
    $0 + $22,264 related
    Filer's total
    $0 + $510,247 related

  • 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
    $140,436
    From this org
    $0
    From related orgs
    $104,335
    Other
    $36,101
    Hours/week
    14

  • Adam Rogalski

    ADVOCACY PROGRAM OFFICER

    Total calculated
    $300,358
    From this org
    $0
    From related orgs
    $246,708
    Other
    $53,650
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $246,708 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $25,372 related
    Nontaxable benefits
    $0 + $28,278 related
    Filer's total
    $0 + $300,358 related

  • Lauren Perry

    SENIOR MANAGER ADVOCACY

    Total calculated
    $284,335
    From this org
    $0
    From related orgs
    $247,339
    Other
    $36,996
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $247,339 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $22,084 related
    Nontaxable benefits
    $0 + $14,912 related
    Filer's total
    $0 + $284,335 related

  • Joseph Williams

    FORMER EDUCATION ADVOCACY DIRECTOR

    Total calculated
    $822,480
    From this org
    $0
    From related orgs
    $761,149
    Other
    $61,331
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $761,149 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $33,600 related
    Nontaxable benefits
    $0 + $27,731 related
    Filer's total
    $0 + $822,480 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 $10,140 to the non-qualified plan in calendar year 2024. Joseph Williams is a participant in a non-qualified deferred compensation plan maintained by a related organization. The participant and the related organization contributed $34,467 to the non-qualified plan in calendar year 2024. 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
2024
Filed
14 November 2025
IRS schema version
2024v5.1
Source object
202503189349308115

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