Form 990 for tax year 2024
Filed by CONVERGENCE CENTER FOR POLICY RESOLUTION.
What the amendment changed
Compared with the return it replaced , filed 14 July 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
Those are the same on the two returns, so the amendment changed something else.
Totals
- Total revenue
- $2,051,740
- Total expenses
- $1,780,894
- Contributions and grants received
- $1,563,635
- Grants paid
- $0
- Program service revenue
- $412,107
- Investment income
- -$10
- Other revenue
- $76,008
- Total assets, end of year
- $800,275
- Total liabilities, end of year
- $107,964
- Net assets or fund balances, end of year
- $692,311
- Program services expenses (Part IX)
- $1,276,493
- Management and general expenses
- $292,283
- Fundraising expenses
- $212,118
- Program service expenses (Part III)
- $1,276,493
Program services were 71.7% 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
$1,563,635
-
1g · Noncash contributions included above
$102,716
-
2a · Program service revenue: CONTRACTS
total $412,107 · related or exempt $412,107
-
3 · Investment income
total $288 · excluded $288
-
7a · Gross sales of assets other than inventory
securities $102,418
-
7b · Less cost or other basis and sales expenses
securities $102,716
-
7c · Gain or loss
securities -$298
-
7d · Net gain or loss
total -$298 · excluded -$298
-
11a · Other revenue: REVERSAL OF ALLOWANCE
total $75,000 · excluded $75,000
-
11b · Other revenue: REWARDS
total $1,008 · excluded $1,008
-
11e · Other revenue, total
$76,008
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $352,243 · program services $108,261 · management and general $150,143 · fundraising $93,839
-
7 · Other salaries and wages
total $790,554 · program services $725,031 · fundraising $65,523
-
8 · Pension plan contributions
total $25,117 · program services $23,945 · fundraising $1,172
-
9 · Other employee benefits
total $31,465 · program services $27,347 · fundraising $4,118
-
10 · Payroll taxes
total $89,438 · program services $68,269 · management and general $7,877 · fundraising $13,292
-
11c · Fees: accounting
total $82,590 · management and general $82,590
-
11f · Fees: investment management
total $1,874 · management and general $1,874
-
11g · Fees: other
total $258,277 · program services $255,247 · management and general $1,946 · fundraising $1,084
-
12 · Advertising and promotion
total $828 · program services $828
-
13 · Office expenses
total $26,471 · program services $14,036 · management and general $6,785 · fundraising $5,650
-
14 · Information technology
total $28,185 · program services $17,220 · management and general $4,798 · fundraising $6,167
-
16 · Occupancy
total $2,813 · program services $2,124 · management and general $253 · fundraising $436
-
17 · Travel
total $37,479 · program services $14,982 · management and general $9,579 · fundraising $12,918
-
19 · Conferences, conventions and meetings
total $26,573 · program services $17,685 · management and general $3,479 · fundraising $5,409
-
22 · Depreciation, depletion and amortization
total $12,794 · management and general $12,794
-
23 · Insurance
total $5,969 · program services $1,518 · management and general $4,149 · fundraising $302
-
24a · Other expenses: REGISTRATION FEES
total $8,224 · management and general $6,016 · fundraising $2,208
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $311,440 · end of year $228,203
-
2 · Savings and temporary cash investments
beginning of year $29,323 · end of year $10,471
-
3 · Pledges and grants receivable
beginning of year $234,929 · end of year $373,631
-
4 · Accounts receivable
beginning of year $1,320 · end of year $801
-
9 · Prepaid expenses and deferred charges
beginning of year $6,859 · end of year $8,778
-
10a · Land, buildings and equipment: cost or other basis
$211,369
-
10b · Land, buildings and equipment: accumulated depreciation
$32,978
-
10c · Land, buildings and equipment, net
beginning of year $23,852 · end of year $178,391
-
17 · Accounts payable and accrued expenses
beginning of year $117,651 · end of year $107,964
-
19 · Deferred revenue
beginning of year $68,607
-
27 · Net assets without donor restrictions
beginning of year $72,246 · end of year $201,480
-
28 · Net assets with donor restrictions
beginning of year $349,219 · end of year $490,831
Mission and programs · 2024
Mission
CONVERGENCE IS THE LEADING ORGANIZATION BRIDGING DIVIDES TO SOLVE CRITICAL ISSUES. WITH OUR TIME-TESTED COLLABORATIVE PROBLEM-SOLVING METHODOLOGY, WE BRING PEOPLE TOGETHER ACROSS IDEOLOGICAL, POLITICAL, & IDENTITY LINES TO IMPROVE THE LIVES OF AMERICANS&STRENGTHEN DEMOCRACY.
Activities or mission (Part I)
WE BUILD TRUST AND BRIDGE DIVIDES TO SOLVE CRITICAL ISSUES AND STRENGTHEN OUR DEMOCRACY.
-
LEARNING LAB: LEARNING LAB INSPIRES AND EQUIPS LEADERS TO USE AND APPLY OUR COLLABORATIVE PROBLEM-SOLVING METHODOLOGY THROUGH A SERIES OF CUSTOMIZED WORKSHOPS, TRAININGS, AND ONLINE LEARNING. THROUGH THE LAB, WE EMPOWER LEADERS FROM VARIOUS SECTORS, INCLUDING GOVERNMENT, ACADEMIA AND BUSINESS, WITH TOOLS AND APPROACHES TO ADDRESS COMPLEX ISSUES IN THEIR COMMUNITIES AND ORGANIZATIONS. THESE OFFERINGS LEVERAGE LESSONS LEARNED FROM OUR 15+ YEARS OF CONVENING COLLABORATIVES BY HELPING LEARNERS UNDERSTAND WHAT DRIVES DIVISION, BEGIN CULTIVATING A PROBLEM-SOLVING MINDSET, AND TEACHING EVIDENCE-BASED STRATEGIES FOR EFFECTIVE DIALOGUE AND COLLABORATIVE PROBLEM-SOLVING ON EVEN THE TOUGHEST ISSUES. IN 2024, WE:- CONDUCTED SEVERAL WORKSHOPS TO BRING OUR TOOLS AND APPROACHES TO LEADERS ACROSS THESE SECTORS.- BEGAN BUILDING A NEW ONLINE LEARNING CURRICULUM CALLED CONVERGENCE COMPASS.- STARTED A NEW PARTNERSHIP WITH THE NATIONAL ASSOCIATION OF COUNTIES TO BRING THE CONVERGENCE APPROACH TO LOCAL LEADERS.- COHOSTED BRIDGING DIVIDES IN CORPORATE AMERICA, A LEADERSHIP DEVELOPMENT SERIES.- RELEASED FROM CONFLICT TO CONVERGENCE: COMING TOGETHER TO SOLVE TOUGH PROBLEMS, A BOOK CO-AUTHORED BY CONVERGENCE LEADERS ROB FERSH AND MARIAH LEVISON.CONVERGENCE COLLABORATIVES: AT THE HEART OF OUR WORK IS OUR FLAGSHIP PROGRAMMING, CONVERGENCE COLLABORATIVES, WHERE WE ARE TACKLING SOME OF THE MOST PRESSING ISSUES FACING OUR NATION TODAY, INCLUDING CHILDCARE, HEALTH EQUITY, AND TRUSTWORTHY ELECTIONS. OUR COLLABORATIVES BRING TOGETHER LEADERS ON ALL SIDES OF ENTRENCHED ISSUES TO BUILD TRUST, DEVELOP SOLUTIONS AND CREATE UNLIKELY ALLIANCES TO CATALYZE IMPACT. ONCE PARTICIPANTS UNCOVER THAT THEY HAVE SHARED GOALS AND VALUES AND ONLY DISAGREE ABOUT HOW TO ACHIEVE THOSE SHARED GOALS AND VALUES, THEIR CONFLICT TRANSFORMS FROM A DESTRUCTIVE ONE TO A CONSTRUCTIVE ONE THAT CAN PUSH THINKING TO NEW LEVELS AND PRODUCE BREAKTHROUGH INSIGHTS. PARTICIPANTS IN OUR COLLABORATIVES ARE OFTEN SURPRISED AND DELIGHTED BY THE RELATIONSHIPS THEY BUILD, THE CONSENSUS THEY FIND, THE UNEXPECTED COALITIONS THEY FORM, AND THE ON-THE-GROUND RESULTS THEY ACHIEVE. OUR TRACK RECORD INCLUDES SPURRING CONSENSUS AND ACTION ON SOME OF THE MOST DIVISIVE ISSUES OF OUR TIME, INCLUDING THE COST OF HEALTH CARE, FAMILY POLICY, DIGITAL DISCOURSE, GUNS AND SUICIDE PREVENTION, FEDERAL BUDGET PROCESS, NUTRITION AND WELLNESS, AND K-12 EDUCATION.CONVERGENCE COLLABORATIVE ON SUPPORTS FOR WORKING FAMILIES: COMING TOGETHER AGAINST A BACKDROP OF HISTORIC POLARIZATION, THIS CROSS-PARTISAN, CROSS-SECTOR GROUP OF FAMILY POLICY LEADERS FOCUSED ON SUPPORTING THE FLOURISHING OF LOW-TO-MODERATE INCOME FAMILIES WITH YOUNG CHILDREN. IN 2024, WE:- RELEASED ITS BLUEPRINT FOR ACTION ALONGSIDE A BIPARTISAN EVENT AT THE U.S. SENATE CO-HOSTED BY SENATOR BILL CASSIDY (R-LA) AND SENATOR KIRSTEN GILLIBRAND (D-NY).- HELD AN EVENT AT THE BROOKINGS INSTITUTION THAT CENTERED ON A PANEL DISCUSSION ON HOW THE COLLABORATIVE REACHED CONSENSUS AND THE FOUR AREAS OF COMMON GROUND FOR WORKING FAMILIES.- AS PART OF THE ACTION PHASE OF THE PROJECT, PUBLISHED CALLS TO ACTION TAILORED FOR EACH SECTOR (PHILANTHROPY, FEDERAL GOVERNMENT, EMPLOYERS, AND STATE AND LOCAL GOVERNMENTS) AND CONTINUED MEETINGS FOCUSED ON THE CHANGING POLICY LANDSCAPE AND CHANGES TO THE ADMINISTRATION.- LAUNCHED A SPIN-OFF PROJECT ON CHILDCARE IN KENTUCKY IN PARTNERSHIP WITH THE KENTUCKY CHAMBER OF COMMERCE.
Expenses $277,903 · Revenue $73,500
-
SOCIAL FACTORS OF HEALTH (SFOH): CONVERGENCE HAS LONG BEEN FOCUSED ON THE CHALLENGES OF HEALTH AND WELLBEING THAT ARE FACED BY AMERICANS, WHICH INCLUDES QUESTIONS AROUND DISPARITIES IN OUR HEALTH CARE SYSTEMS, DECLINING MENTAL HEALTH, AND INADEQUATE SYSTEMS OF CARE FOR FAMILIES AND AGING POPULATIONS WHO NEED THEM. OUR COLLABORATIVE ON SOCIAL FACTORS OF HEALTH IS WORKING TO CREATE THE BEST POLICY ENVIRONMENT FOR LOCAL EFFORTS AND PARTNERSHIPS TO IMPROVE HOUSEHOLD AND COMMUNITY HEALTH BY ADDRESSING SOCIAL FACTORS OF HEALTH. IN 2024, WE:- COMPLETED THE DISCOVERY AND DESIGN PHASE WITH A REPORT SUMMARIZING KEY FINDINGS TO GUIDE THE COLLABORATIVE.- PUBLICLY RELEASED ITS BLUEPRINT FOR ACTION ALONGSIDE A VIRTUAL WEBINAR AND IDENTIFIED SPECIFIC CALLS TO ACTION TAILORED BY SECTORS: FEDERAL GOVERNMENT, STATES, LOCAL GOVERNMENTS AND COMMUNITIES, AND THE PRIVATE SECTOR.- RELEASED TWO INDIVIDUAL PAPERS BY COLLABORATIVE MEMBERS: SUPPORT HEALTH PLAN INVESTMENTS TO IMPROVE SOCIAL FACTORS OF HEALTH AND STRENGTHENING THE DATA ECOSYSTEM.
Expenses $204,776 · Revenue $25,000
-
ECONOMIC OPPORTUNITY: THE U.S. ECONOMY'S INABILITY TO SUPPORT CONDITIONS IN WHICH AMERICANS CAN THRIVE AND ACHIEVE UPWARD MOBILITY THREATENS THE FOUNDATIONS OF OUR SOCIETY. BUILDING OFF PAST SUCCESSES IN THIS AREA, CONVERGENCE IS COMMITTED TO MAKING A STRONG IMPACT ON THIS FUNDAMENTAL CRISIS AND A WHOLE HOST OF RELATED ONES, INCLUDING UNEMPLOYMENT, HOUSING, FINANCIAL INSECURITY, RACIAL DISPARITIES, AND MORE.
Expenses $185,798
-
CITIZEN SOLUTIONS
Expenses $143,059 · Revenue $218,607
-
TRUST IN ELECTIONS
Expenses $93,539
-
DEMOCRACY 250
Expenses $90,836 · Revenue $95,000
-
COMMUNICATION
Expenses $70,505
-
KENTUCKY FAMILIES
Expenses $69,127
-
CLIMATE
Expenses $49,920
-
DIGITAL DISCOURSE
Expenses $5,654
-
OTHER PROGRAMS
Expenses $85,376
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Mariah LevisonMARIAH LEVISON
PRESIDENT AND CEO
- Total calculated
- $155,686
- From this org
- $150,600
- From related orgs
- $0
- Other
- $5,086
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $150,600
- Bonus
- $0
- Other
- $0
- Deferred
- $4,800
- Nontaxable benefits
- $286
- Filer's total
- $155,686
-
Stuart ButlerSTUART BUTLER
DIRECTOR & SENIOR VISITING FELLOW
- Total calculated
- $30,000
- From this org
- $30,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 6
-
Herman Art TaylorHERMAN ART TAYLOR
CHAIR
- Total calculated
- $0
- Hours/week
- 1.5
-
Lisa DavisLISA DAVIS
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Peter GoldstonePETER GOLDSTONE
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Eleanora Ellie BertaniELEANORA ELLIE BERTANI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Neil BradleyNEIL BRADLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Greg CampbellGREG CAMPBELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert FershROBERT FERSH
DIRECTOR & FOUNDER
- Total calculated
- $0
- Hours/week
- 10
-
Romanita HairstonROMANITA HAIRSTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Linda LorelleLINDA LORELLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Manu MeelMANU MEEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jean MolinoJEAN MOLINO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Leah Ray SeidLEAH RAY SEID
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Selika Josiah TalbottSELIKA JOSIAH TALBOTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lindsay TorricoLINDSAY TORRICO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey WeissglassJEFFREY WEISSGLASS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Alison Acosta WintersALISON ACOSTA WINTERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Katharine CassataKATHARINE CASSATA
CHIEF OPERATING OFFICER (THRU OCT)
- Total calculated
- $166,557
- From this org
- $162,518
- From related orgs
- $0
- Other
- $4,039
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $131,268
- Bonus
- $0
- Other
- $31,250
- Deferred
- $3,800
- Nontaxable benefits
- $239
- Filer's total
- $166,557
-
Beth MillerBETH MILLER
EXECUTIVE VICE PRESIDENT
- Total calculated
- $158,186
- From this org
- $148,884
- From related orgs
- $0
- Other
- $9,302
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $148,884
- Bonus
- $0
- Other
- $0
- Deferred
- $4,800
- Nontaxable benefits
- $4,502
- Filer's total
- $158,186
-
Christopher ChalbergCHRISTOPHER CHALBERG
SENIOR DIRECTOR OF PROGRAMS
- Total calculated
- $156,383
- From this org
- $147,665
- From related orgs
- $0
- Other
- $8,718
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $147,665
- Bonus
- $0
- Other
- $0
- Deferred
- $3,450
- Nontaxable benefits
- $5,268
- Filer's total
- $156,383
-
Monika GlowackiMONIKA GLOWACKI
SR. DIRECTOR OF RESEARCH & PROGRAMS
- Total calculated
- $145,249
- From this org
- $140,163
- From related orgs
- $0
- Other
- $5,086
- Hours/week
- 40
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 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
Answered no
- 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 4A
- A SEVERANCE PAYMENT WAS MADE TO KATHARINE CASSATA, THE CHIEF OPERATING OFFICER, IN CONNECTION WITH HER SEPARATION FROM THE ORGANIZATION. THE AMOUNT AND TERMS OF THE PAYMENT WERE DETERMINED BASED ON THE EMPLOYEE'S ROLE, LENGTH OF SERVICE, AND THE CIRCUMSTANCES OF THE SEPARATION, AND WERE APPROVED IN ACCORDANCE WITH THE ORGANIZATION'S COMPENSATION AND GOVERNANCE POLICIES. 1. KATHARINE CASSATA - $31,250
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.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 3 February 2026
- IRS schema version
- 2024v5.5
- Source object
- 202640349349301504
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