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← CONVERGENCE CENTER FOR POLICY RESOLUTION

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 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 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 Taylor

    CHAIR

    Total calculated
    $0
    Hours/week
    1.5
  • Lisa Davis

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Peter Goldstone

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Eleanora Ellie Bertani

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Neil Bradley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Greg Campbell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Robert Fersh

    DIRECTOR & FOUNDER

    Total calculated
    $0
    Hours/week
    10
  • Romanita Hairston

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Linda Lorelle

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Manu Meel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jean Molino

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Leah Ray Seid

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Selika Josiah Talbott

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Lindsay Torrico

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jeffrey Weissglass

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Alison Acosta Winters

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Katharine 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 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 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 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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