Totals
- Total revenue
- $2,501,474
- Total expenses
- $2,368,995
- Contributions and grants received
- $2,022,111
- Grants paid
- $0
- Program service revenue
- $395,786
- Investment income
- $72,060
- Other revenue
- $11,517
- Total assets, end of year
- $2,703,441
- Total liabilities, end of year
- $352,179
- Net assets or fund balances, end of year
- $2,351,262
- Program services expenses (Part IX)
- $1,832,118
- Management and general expenses
- $441,802
- Fundraising expenses
- $95,075
- Program service expenses (Part III)
- $1,832,118
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.
-
1b · Membership dues
$835,215
-
1f · All other contributions, gifts and grants
$1,186,896
-
2a · Program service revenue: REGISTRATION FEES
total $394,202 · related or exempt $394,202
-
2b · Program service revenue: PROGRAM REVENUE
total $1,584 · related or exempt $1,584
-
3 · Investment income
total $72,060 · excluded $72,060
-
11a · Other revenue: MISCELLANEOUS REVENUE
total $11,517 · excluded $11,517
-
11e · Other revenue, total
$11,517
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $606,162 · program services $450,156 · management and general $102,014 · fundraising $53,992
-
7 · Other salaries and wages
total $772,271 · program services $691,588 · management and general $52,848 · fundraising $27,835
-
8 · Pension plan contributions
total $21,305 · program services $19,920 · fundraising $1,385
-
9 · Other employee benefits
total $84,116 · program services $14,754 · management and general $69,362
-
10 · Payroll taxes
total $96,897 · program services $79,148 · management and general $12,377 · fundraising $5,372
-
11b · Fees: legal
total $51,854 · program services $43,791 · management and general $8,063
-
11c · Fees: accounting
total $73,960 · management and general $73,960
-
11g · Fees: other
total $72,448 · program services $61,262 · management and general $11,186
-
13 · Office expenses
total $35,847 · program services $10,278 · management and general $25,569
-
14 · Information technology
total $53,054 · program services $4,445 · management and general $48,609
-
16 · Occupancy
total $71,999 · program services $60,331 · management and general $7,857 · fundraising $3,811
-
17 · Travel
total $43,050 · program services $36,073 · management and general $4,698 · fundraising $2,279
-
19 · Conferences, conventions and meetings
total $355,884 · program services $354,032 · management and general $1,852
-
22 · Depreciation, depletion and amortization
total $3,183 · management and general $3,183
-
23 · Insurance
total $9,798 · management and general $9,798
-
24a · Other expenses: BAD DEBT EXPENSE
total $9,600 · management and general $9,600
-
24b · Other expenses: SEMINARS & TRAINING
total $7,567 · program services $6,340 · management and general $826 · fundraising $401
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $167,502 · end of year $118,984
-
2 · Savings and temporary cash investments
beginning of year $2,064,962 · end of year $2,267,022
-
4 · Accounts receivable
beginning of year $282,912 · end of year $274,241
-
9 · Prepaid expenses and deferred charges
beginning of year $45,179 · end of year $28,009
-
10a · Land, buildings and equipment: cost or other basis
$15,490
-
10b · Land, buildings and equipment: accumulated depreciation
$9,305
-
10c · Land, buildings and equipment, net
beginning of year $3,771 · end of year $6,185
-
15 · Other assets
beginning of year $9,000 · end of year $9,000
-
17 · Accounts payable and accrued expenses
beginning of year $449,042 · end of year $351,429
-
19 · Deferred revenue
beginning of year $48,000
-
25 · Other liabilities
beginning of year $750 · end of year $750
-
27 · Net assets without donor restrictions
beginning of year $1,887,751 · end of year $1,945,153
-
28 · Net assets with donor restrictions
beginning of year $187,783 · end of year $406,109
Mission and programs · 2024
Mission
CONFLUENCE PHILANTHROPY'S MISSION IS TO TRANSFORM THE PRACTICE OF INVESTING BY ALIGNING CAPITAL WITH OUR COMMUNITY'S VALUES OF SUSTAINABILITY, EQUITY, AND JUSTICE.
-
TO INCREASE MISSION RELATED INVESTING AMONG CHARITABLE FOUNDATIONS AND NON-PROFIT ORGANIZATIONS
Expenses $1,832,118 · Revenue $395,786
As filed on the 2024 return.
Listed in Part VII
-
Dana LanzaDANA LANZA
CEO
- Total calculated
- $330,128
- From this org
- $298,932
- From related orgs
- $0
- Other
- $31,196
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $298,932
- Bonus
- $0
- Other
- $0
- Deferred
- $18,677
- Nontaxable benefits
- $12,519
- Filer's total
- $330,128
-
Michael Francisco-McGuireMICHAEL FRANCISCO-MCGUIRE
CXO
- Total calculated
- $192,196
- From this org
- $175,277
- From related orgs
- $0
- Other
- $16,919
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $175,277
- Bonus
- $0
- Other
- $0
- Deferred
- $11,390
- Nontaxable benefits
- $5,529
- Filer's total
- $192,196
-
Rosina BarbaROSINA BARBA
CFO THRU OCTOBER 2024
- Total calculated
- $112,972
- From this org
- $105,589
- From related orgs
- $0
- Other
- $7,383
- Hours/week
- 40
-
Sarah DenicolaSARAH DENICOLA
VP OF PROGRAMS
- Total calculated
- $155,831
- From this org
- $135,233
- From related orgs
- $0
- Other
- $20,598
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $135,233
- Bonus
- $0
- Other
- $0
- Deferred
- $8,079
- Nontaxable benefits
- $12,519
- Filer's total
- $155,831
-
Laurin LiuLAURIN LIU
COMMUNICATIONS DIRECTOR
- Total calculated
- $127,386
- From this org
- $115,623
- From related orgs
- $0
- Other
- $11,763
- Hours/week
- 40
-
Greg RatliffGREG RATLIFF
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Rochelle WitharanaROCHELLE WITHARANA
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Santhosh RamdossSANTHOSH RAMDOSS
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Kunle ApampaKUNLE APAMPA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Dan ChuDAN CHU
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Lourdes RodriguezLOURDES RODRIGUEZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Eric StephensonERIC STEPHENSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Kathleen SimpsonKATHLEEN SIMPSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Fatima AngelesFATIMA ANGELES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Ivan FirshbergIVAN FIRSHBERG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Aimee ChristenenAIMEE CHRISTENEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Stacey FaellaSTACEY FAELLA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
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 committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 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)
- PART I, LINE 3
- THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO INCLUDES A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION.
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
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
CONFLUENCE OVERVIEW EFFECT LLC
PROVIDE EDUCATION AND BUSINESS CONNECTIVITY · DE · income $0 · assets $0
Directly controlled by CONFLUENCE PHILANTHROPY INC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 4 August 2026
- IRS schema version
- 2024v5.5
- Source object
- 202602199349301225
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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