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Nonprofiteer
← CONFLUENCE ADVOCACY INC

Form 990 for tax year 2023

Filed by CONFLUENCE ADVOCACY INC.

Totals

Total revenue
$4,555,000
Total expenses
$4,047,216
Contributions and grants received
$4,555,000
Grants paid
$1,195,000
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$1,052,124
Total liabilities, end of year
$518,683
Net assets or fund balances, end of year
$533,441
Program services expenses (Part IX)
$3,142,061
Management and general expenses
$905,155
Fundraising expenses
$0
Program service expenses (Part III)
$3,142,061

Program services were 77.6% 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

    $4,555,000

  • 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 $1,195,000 · program services $1,195,000

  • 11a · Fees: management

    total $1,766,083 · program services $1,059,650 · management and general $706,433

  • 11b · Fees: legal

    total $72,093 · management and general $72,093

  • 11c · Fees: accounting

    total $39,687 · management and general $39,687

  • 11g · Fees: other

    total $823,697 · program services $823,697 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $3,854 · management and general $3,854

  • 14 · Information technology

    total $1,034 · management and general $1,034

  • 16 · Occupancy

    total $19,078 · management and general $19,078

  • 17 · Travel

    total $106,190 · program services $63,714 · management and general $42,476

  • 22 · Depreciation, depletion and amortization

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

  • 24a · Other expenses: Dues and Subscriptions

    total $11,532 · management and general $11,532

  • 24e · All other expenses

    total $699 · program services $0 · management and general $699 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $463,508 · end of year $984,205

  • 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

    $64,091

  • 10c · Land, buildings and equipment, net

    beginning of year $68,155 · end of year $59,886

  • 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 $11,201 · end of year $46,864

  • 22 · Loans and payables to officers and key people

    beginning of year $502,838 · end of year $471,819

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $25,657 · end of year $533,441

Mission and programs · 2023

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 $2,146,762 · Grants $1,075,000

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

    Expenses $995,299 · Grants $120,000

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JIM C WALTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LUKAS WALTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • THOMAS L WALTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CLAIRE VOORHEES

    EDUCATION ADVOCACY DIRECTOR

    Total calculated
    $299,427
    From this org
    $0
    From related orgs
    $271,617
    Other
    $27,810
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $271,617 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $27,810 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $299,427 related

  • ERIKA J BELFIORE

    SECRETARY/TREASURER

    Total calculated
    $133,929
    From this org
    $0
    From related orgs
    $100,291
    Other
    $33,638
    Hours/week
    14

  • SUSAN BROWN

    ENVIRONMENTAL ADVOCACY DIRECTOR

    Total calculated
    $473,121
    From this org
    $0
    From related orgs
    $433,871
    Other
    $39,250
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $433,871 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $31,500 related
    Nontaxable benefits
    $0 + $7,750 related
    Filer's total
    $0 + $473,121 related

  • ADAM ROGALSKI

    ADVOCACY PROGRAM OFFICER

    Total calculated
    $293,820
    From this org
    $0
    From related orgs
    $243,559
    Other
    $50,261
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $243,559 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $23,749 related
    Nontaxable benefits
    $0 + $26,512 related
    Filer's total
    $0 + $293,820 related

  • BRIENNE BELLAVITE

    ADVOCACY PROGRAM OFFICER

    Total calculated
    $276,789
    From this org
    $0
    From related orgs
    $247,860
    Other
    $28,929
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $247,860 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $21,183 related
    Nontaxable benefits
    $0 + $7,746 related
    Filer's total
    $0 + $276,789 related

  • LAUREN PERRY

    ADVOCACY PROGRAM OFFICER

    Total calculated
    $282,701
    From this org
    $0
    From related orgs
    $249,650
    Other
    $33,051
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $249,650 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $22,856 related
    Nontaxable benefits
    $0 + $10,195 related
    Filer's total
    $0 + $282,701 related

  • JOSEPH WILLIAMS

    FORMER EDUCATION ADVOCACY DIRECTOR

    Total calculated
    $790,135
    From this org
    $0
    From related orgs
    $732,123
    Other
    $58,012
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $732,123 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $31,500 related
    Nontaxable benefits
    $0 + $26,512 related
    Filer's total
    $0 + $790,135 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 $6,130 to the non-qualified plan in calendar year 2023. Joseph Williams is a participant in a non-qualified deferred compensation plan maintained by a related organization. The participant and the related organization contributed $32,671 to the non-qualified plan in calendar year 2023. 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
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202423169349305277

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