Totals
- Total revenue
- $2,376,299
- Total expenses
- $2,278,807
- Contributions and grants received
- $1,924,570
- Grants paid
- $0
- Program service revenue
- $396,367
- Investment income
- $53,429
- Other revenue
- $1,933
- Total assets, end of year
- $2,635,091
- Total liabilities, end of year
- $376,440
- Net assets or fund balances, end of year
- $2,258,651
- Program services expenses (Part IX)
- $1,789,604
- Management and general expenses
- $376,717
- Fundraising expenses
- $112,486
- Program service expenses (Part III)
- $1,789,604
Program services were 78.5% 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
$1,034,225
-
1f · All other contributions, gifts and grants
$890,345
-
2a · Program service revenue: REGISTRATION FEES
total $389,960 · related or exempt $389,960
-
2b · Program service revenue: PROGRAM REVENUE
total $6,407 · related or exempt $6,407
-
3 · Investment income
total $53,429 · excluded $53,429
-
11a · Other revenue: OTHER INCOME
total $1,933 · excluded $1,933
-
11e · Other revenue, total
$1,933
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $464,356 · program services $323,587 · management and general $76,730 · fundraising $64,039
-
7 · Other salaries and wages
total $725,183 · program services $647,105 · management and general $52,823 · fundraising $25,255
-
8 · Pension plan contributions
total $32,960 · program services $27,812 · management and general $2,478 · fundraising $2,670
-
9 · Other employee benefits
total $89,150 · program services $74,190 · management and general $8,201 · fundraising $6,759
-
10 · Payroll taxes
total $82,718 · program services $67,500 · management and general $9,009 · fundraising $6,209
-
11b · Fees: legal
total $9,300 · management and general $9,300
-
11c · Fees: accounting
total $195,538 · program services $39,822 · management and general $155,716
-
11g · Fees: other
total $184,825 · program services $170,479 · management and general $10,364 · fundraising $3,982
-
13 · Office expenses
total $22,234 · program services $6,959 · management and general $15,275
-
14 · Information technology
total $33,317 · program services $16,130 · management and general $16,828 · fundraising $359
-
16 · Occupancy
total $44,633 · program services $36,280 · management and general $5,140 · fundraising $3,213
-
17 · Travel
total $31,550 · program services $30,987 · management and general $563
-
19 · Conferences, conventions and meetings
total $341,877 · program services $341,024 · management and general $853
-
22 · Depreciation, depletion and amortization
total $4,408 · management and general $4,408
-
23 · Insurance
total $5,890 · management and general $5,890
-
24a · Other expenses: SEMINARS & TRAINING
total $10,868 · program services $7,729 · management and general $3,139
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $265,870 · end of year $278,009
-
2 · Savings and temporary cash investments
beginning of year $1,923,027 · end of year $2,119,009
-
4 · Accounts receivable
beginning of year $226,410 · end of year $189,426
-
10a · Land, buildings and equipment: cost or other basis
$26,548
-
10b · Land, buildings and equipment: accumulated depreciation
$19,829
-
10c · Land, buildings and equipment, net
beginning of year $8,253 · end of year $6,719
-
12 · Investments: other securities
beginning of year $105,117 · end of year $35,928
-
15 · Other assets
beginning of year $0 · end of year $6,000
-
17 · Accounts payable and accrued expenses
beginning of year $375,687 · end of year $375,690
-
25 · Other liabilities
beginning of year $750 · end of year $750
-
27 · Net assets without donor restrictions
beginning of year $1,855,940 · end of year $2,124,275
-
28 · Net assets with donor restrictions
beginning of year $296,300 · end of year $134,376
Mission and programs · 2022
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 $1,789,604 · Revenue $396,367
As filed on the 2022 return.
Listed in Part VII
-
Dana LanzaDANA LANZA
CEO
- Total calculated
- $274,281
- From this org
- $243,799
- From related orgs
- $0
- Other
- $30,482
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $243,799
- Bonus
- $0
- Other
- $0
- Deferred
- $13,620
- Nontaxable benefits
- $16,862
- Filer's total
- $274,281
-
Stacey FaellaSTACEY FAELLA
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Ivan FrishbergIVAN FRISHBERG
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Kathleen SimpsonKATHLEEN SIMPSON
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Greg RatliffGREG RATLIFF
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Bob BancroftBOB BANCROFT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Dan ChuDAN CHU
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Aimee ChristenenAIMEE CHRISTENEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Fatima AngelesFATIMA ANGELES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Eric StephensonERIC STEPHENSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Michael Francisco-McGuireMICHAEL FRANCISCO-MCGUIRE
COO
- Total calculated
- $170,731
- From this org
- $161,049
- From related orgs
- $0
- Other
- $9,682
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $161,049
- Bonus
- $0
- Other
- $0
- Deferred
- $9,682
- Nontaxable benefits
- $0
- Filer's total
- $170,731
-
David Estrada Resigned By Year EndDAVID ESTRADA RESIGNED BY YEAR END
MANAGING DIRECTOR
- Total calculated
- $158,007
- From this org
- $139,764
- From related orgs
- $0
- Other
- $18,243
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $139,764
- Bonus
- $0
- Other
- $0
- Deferred
- $7,317
- Nontaxable benefits
- $10,926
- Filer's total
- $158,007
-
Sarah DenicolaSARAH DENICOLA
PROGRAM DIRECTOR
- Total calculated
- $136,761
- From this org
- $113,175
- From related orgs
- $0
- Other
- $23,586
- Hours/week
- 40
-
Jason BabbieJASON BABBIE
VP OF PROGRAMS
- Total calculated
- $172,482
- From this org
- $153,198
- From related orgs
- $0
- Other
- $19,284
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $153,198
- Bonus
- $0
- Other
- $0
- Deferred
- $6,075
- Nontaxable benefits
- $13,209
- Filer's total
- $172,482
-
Sarnai ChuluunbaatarSARNAI CHULUUNBAATAR
MEMBER RELATIONS DIRECTOR
- Total calculated
- $119,762
- From this org
- $112,788
- From related orgs
- $0
- Other
- $6,974
- 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 · 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.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323179349307502
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