Civic Intelligence

The Confluence Fund Inc

990PF • Fiscal year 2014 • EIN 26-1887210

Jan 01, 2014 to Dec 31, 2014 • Filed on May 06, 2015

Organization Profile
PO Box 5339Ketchum, ID 83340

(208) 340-3397

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

41st percentile

-0.3%

Higher net margin than 41% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

76th percentile

$1,000

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

92nd percentile

95%

Faster revenue growth than 92% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $127 (-100%) from 2013

Net Assets

Down

$24

Down $103 (-81%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin41st percentile

Revenue

Up

$30,100

Up $14,650 (+95%) from 2013

Expenses

Up

$30,204

Up $13,562 (+81%) from 2013

Net Income

Up

-$104

Up $1,088 (+91%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15K$10K$5.0K$0Assets 2010: $490Liabilities 2010: $0Net Assets 2010: $4902010Assets 2011: $10,426Liabilities 2011: $0Net Assets 2011: $10,4262011Assets 2012: $1,318Liabilities 2012: $0Net Assets 2012: $1,3182012Assets 2013: $127Liabilities 2013: $0Net Assets 2013: $1272013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $242014Assets 2015: $3,600Liabilities 2015: $3,600Net Assets 2015: $02015

Highlighted filing

2014

Assets$0
Liabilities$0
Net Assets$24
Open 2014 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KExpenses 2010: $5,8392010Expenses 2011: $46,5632011Expenses 2012: $24,1092012Revenue 2013: $15,450Expenses 2013: $16,642Net Income 2013: -$1,1922013Revenue 2014: $30,100Expenses 2014: $30,204Net Income 2014: -$1042014Revenue 2015: $5,026Expenses 2015: $5,050Net Income 2015: -$242015

Highlighted filing

2014

Revenue$30,100
Expenses$30,204
Net Income-$104
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 6, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mara JohnsonBoard Member-$1,000-$1,000
Erik B SchultzFounder-$0--
Linn KincannonChairman-$0--
Scott BosseBoard Member-$0--
Rachael K RichardsBoard Member-$0--
Erik JohnsonBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
The Confluence Fund Inc
EIN
26-1887210
Phone
2083403397
Address
PO Box 5339, Ketchum, ID 83340

Signing Officer

Name
Erik B Schultz
Title
Director
Signed
2015-05-06
Discuss with paid preparer
No

Preparer

Firm
Dave B Straley CPA
Address
PO Box 5406, Incline Village, NV 89450
Preparer
Dave B Straley
Phone
7758329222
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Arthur B Schultz
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Incline Village
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1273
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt24600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09241
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1273
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24600
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Rounding
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Arthur B Schultz
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO Box 7275
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Incline Village
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NV
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd089452
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Erik B Schultz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Confluence Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt0CONF
ReturnHeader/Filer/EIN0261887210
ReturnHeader/Filer/PhoneNum02083403397
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 5339
ReturnHeader/Filer/USAddress/CityNm0Ketchum
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ID
ReturnHeader/Filer/USAddress/ZIPCd083340
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dave B Straley CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 5406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Incline Village
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd089450
ReturnHeader/PreparerPersonGrp/PhoneNum07758329222
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dave B Straley
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-06T09:12:51-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$24
Revenue
$30,100
Expenses
$30,204
Net income
-$104
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$3.60$3.60$0.00$5.03$5.05$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.02$30.1$30.2$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$15.5$16.6$1.19
2012Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$24.1
2011Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$46.6
2010Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$5.84