Civic Intelligence

Confluence Philanthropy Inc.

990 • Fiscal year 2015 • EIN 27-3018135

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 15, 2016

Organization ProfileWWW.CONFLUENCEPHILANTHROPY.ORG

View Organization Page

475 Riverside Drive Suite 900New York, NY 10115

(212) 812-4367

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.10x

Higher debt load relative to assets than 93% of similar nonprofits.

2015 filings • NTEE T • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

86th percentile

0.04x

Higher debt load relative to revenue than 86% of similar nonprofits.

2015 filings • NTEE T • $500k-$1M nonprofits • Source year 2015

Net Margin

48th percentile

0.4%

Higher net margin than 48% of similar nonprofits.

2015 filings • NTEE T • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

97th percentile

$141,053

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 22.4% of source-year revenue.

2015 filings • NTEE T • $500k-$1M nonprofits • Source year 2015

Asset Growth

76th percentile

9.9%

Faster asset growth than 76% of similar nonprofits.

2015 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

70th percentile

23%

Faster revenue growth than 70% of similar nonprofits.

2015 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$250,355

Up $22,645 (+9.9%) from 2014

Net Assets

Up

$225,712

Up $2,482 (+1.1%) from 2014

Liabilities

Up

$24,643

Up $20,163 (+450%) from 2014

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin48th percentile

Revenue

Up

$629,870

Up $119,724 (+23%) from 2014

Expenses

Up

$627,388

Up $158,423 (+34%) from 2014

Net Income

Down

$2,482

Down $38,699 (-94%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$3.0M$2.0M$1.0M$0Assets 2013: $213,119Liabilities 2013: $31,132Net Assets 2013: $181,9872013Assets 2014: $227,710Liabilities 2014: $4,480Net Assets 2014: $223,2302014Assets 2015: $250,355Liabilities 2015: $24,643Net Assets 2015: $225,7122015Assets 2016: $674,990Liabilities 2016: $96,656Net Assets 2016: $578,3342016Assets 2018: $740,444Liabilities 2018: $191,762Net Assets 2018: $548,6822018Assets 2019: $795,337Liabilities 2019: $177,871Net Assets 2019: $617,4662019Assets 2021: $2,455,655Liabilities 2021: $322,307Net Assets 2021: $2,133,3482021Assets 2022: $2,528,677Liabilities 2022: $376,437Net Assets 2022: $2,152,2402022Assets 2023: $2,635,091Liabilities 2023: $376,440Net Assets 2023: $2,258,6512023Assets 2024: $2,573,326Liabilities 2024: $497,792Net Assets 2024: $2,075,5342024

Highlighted filing

2015

Assets$250,355
Liabilities$24,643
Net Assets$225,712
Open 2015 Filing

Operations Trend

Revenue Growth70th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2013: $394,9242013Revenue 2014: $510,146Expenses 2014: $468,965Net Income 2014: $41,1812014Revenue 2015: $629,870Expenses 2015: $627,388Net Income 2015: $2,4822015Revenue 2016: $1,104,977Expenses 2016: $752,355Net Income 2016: $352,6222016Revenue 2018: $1,383,475Expenses 2018: $1,403,720Net Income 2018: -$20,2452018Revenue 2019: $1,715,154Expenses 2019: $1,646,370Net Income 2019: $68,7842019Revenue 2021: $2,622,242Expenses 2021: $1,490,400Net Income 2021: $1,131,8422021Revenue 2022: $2,376,409Expenses 2022: $2,335,059Net Income 2022: $41,3502022Revenue 2023: $2,376,299Expenses 2023: $2,278,807Net Income 2023: $97,4922023Revenue 2024: $2,556,995Expenses 2024: $2,532,330Net Income 2024: $24,6652024

Highlighted filing

2015

Revenue$629,870
Expenses$627,388
Net Income$2,482
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 15, 2016
Return Version
2014v6.0
Gross Receipts
$640,092
Mission and Program Overview

Mission

The organizations mission is to provide a network of foundations and non-profits that practice mission related investing. By providing technical assistance to charitable foundations and non-profit organizations they aim to increase mission-related investing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$187,221$206,322▲ $19,101
Accounts Receivable$36,376$25,800▼ $10,576
Prepaid Expenses and Deferred Charges$68$15,704▲ $15,636
Land, Buildings, and Equipment, Net$2,776$1,260▼ $1,516
Total Assets$227,710$250,355▲ $22,645
Other Assets Total$1,269$1,269→ $0
Liabilities
Accounts Payable and Accrued Expenses$4,480$24,643▲ $20,163
Total Liabilities$4,480$24,643▲ $20,163
Net Assets / Fund Balance
Unrestricted Net Assets$149,759$205,220▲ $55,461
Temporarily Rstr Net Assets$73,471$20,492▼ $52,979
Total Net Assets Fund Balance$223,230$225,712▲ $2,482
Total Liabilities and Net Assets / Fund Balance$227,710$250,355▲ $22,645

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,260$3,289$4,549
Other Assets Org$1,269--
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dana LanzaCeosecretaryFT$120,834$20,219$141,053

Board Members and Trustees

NameTitle
Geraldine WatsonBoard Chair
Lisa RenstromVice Chair
Jon JensenDirector
Mark J SpaldingDirector
Suzanne BiegalDirector
Bruce KahnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$93,772
Program Service Revenue
$532,508
Investment Income
$96
Other Revenue
$3,494
All Other Contributions
$10,222
Change in Net Assets
$2,482

Audited Revenue Reconciliation

Revenue per Audited Statements
$629,870
Revenue Not Reported on Form 990
$97
Total Revenue per Audited Statements
$629,967
Total Revenue per Form 990
$629,870
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$349,802
Other Expenses$274,974
Total Fundraising Expense$20,830
Professional Fundraising Fees$2,612
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$125,378$6,965$6,965$139,308
Other Salaries and Wages$125,183$6,955$6,955$139,093
Fees for Services Other$75,085$6,450-$81,535
Conferences and Meetings$76,036$476$25$76,537
Other Employee Benefits$45,592$2,533$2,533$50,658
Travel$30,759$621$166$31,546
Fees for Services Accounting-$31,320-$31,320
Payroll Taxes$18,669$1,037$1,037$20,743
Information Technology$14,220$6,022-$20,242
Occupancy-$16,102-$16,102
Office Expenses$4,331$5,275$43$9,649
Other Expenses$3,494$344$494$3,494
Fees for Services Professional Fundraising--$2,612$2,612
Depreciation Depletion$1,516--$1,516
Insurance-$1,355-$1,355
Total Functional Expenses$521,103$85,455$20,830$627,388

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$627,485
Expenses per Audited Statements$627,388
Total Expenses per Form 990$627,388
Expenses Not Reported on Form 990$97
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$2,612
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Committee meeting documentation Part VI line 8B

“A draft of form 990 is provided to officers for review prior to filing.”

Form 990 governing body review Part VI line 11

“The form 990 is prepared by an external accountant. The board receives a copy of the financial statements and draft form 990 at least 2-3 weeks prior to filing for review and comments.”

Conflict of interest policy compliance Part VI line 12C

“Officers, directors, and trustees were required to disclose annually interests that could give rise to conflicts. The organization regularly and consistently monitors and enforces compliance with the policy.”

CEO executive director top management comp Part VI line 15A

“The process for determining compensation for the organizations ceo included a review and approval by independent persons, comparibility data, and contemporaneous substantiation of the deliberation and decision.”

Governing documents etc available to public Part VI line 19

“No documents are available to the public.”

Filing and Contact Details

Filer

Filer Name
Confluence Philanthropy Inc
EIN
27-3018135
Address
475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115

Signing Officer

Name
Dana Lanza
Title
CEO
Phone
2128124367
Signed
2016-01-15
Discuss with paid preparer
Yes

Organization Details

Formed
2010
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
5
Employees
5

Preparer

Firm
Skinnon and Faber Cpas Pc
Address
3690 EXPRESSWAY DRIVE SOUTH, Islandia, NY 11749
Preparer
Frank J Faber
Phone
6318511201
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Professional fees total was $81,535program service expenses - $75,085management & general expenses - $6,450”

Financial Statement Notes

Other revenues not included on Form 990 (Part XI, line 2D)

“INVESTMENT COST”

Other expenses not included on Form 990 (Part XII, line 2D)

“INVESTMENT COSTS”

Footnote for uncertain tax position under FIN 48 (Part X)

“No provisions have been made for income taxes in these financial statements. The organization is exempt from federal and state income taxes under internal revenue code section 501(c)(3). Although the organization is subject to routine audits by taxing jurisdictions there are currently no audits for any tax periods in progress. Income tax returns, once filed, are generally subject to examination for a three year period. Tax years that are currently open for potential examination are for the years ended june 2013, 2014, and 2015. The accompanying financial statements have been prepared in accordance with financial accounting standards board asc 740-10 (formerly known as fasb interpretation no. 48) which prescribes a comprehensive model for how an organization should measure, recognize, present, and disclose in its financial statements uncertain tax positions that an organization has taken or expects to take on a tax return. Management has determined that there is no impact on the accompanying financial statements as a result of implementation of asc 740-10.”

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT COST
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT COSTS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2NO PROVISIONS HAVE BEEN MADE FOR INCOME TAXES IN THESE FINANCIAL STATEMENTS. THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). ALTHOUGH THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. INCOME TAX RETURNS, ONCE FILED, ARE GENERALLY SUBJECT TO EXAMINATION FOR A THREE YEAR PERIOD. TAX YEARS THAT ARE CURRENTLY OPEN FOR POTENTIAL EXAMINATION ARE FOR THE YEARS ENDED JUNE 2013, 2014, AND 2015. THE ACCOMPANYING FINANCIAL STATEMENTS HAVE BEEN PREPARED IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARDS BOARD ASC 740-10 (FORMERLY KNOWN AS FASB INTERPRETATION NO. 48) WHICH PRESCRIBES A COMPREHENSIVE MODEL FOR HOW AN ORGANIZATION SHOULD MEASURE, RECOGNIZE, PRESENT, AND DISCLOSE IN ITS FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT AN ORGANIZATION HAS TAKEN OR EXPECTS TO TAKE ON A TAX RETURN. MANAGEMENT HAS DETERMINED THAT THERE IS NO IMPACT ON THE ACCOMPANYING FINANCIAL STATEMENTS AS A RESULT OF IMPLEMENTATION OF ASC 740-10.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Other revenues not included on Form 990 (Part XI, line 2d)
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Other expenses not included on Form 990 (Part XII, line 2d)
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Footnote for uncertain tax position under FIN 48 (Part X)
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF FORM 990 IS PROVIDED TO OFFICERS FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED BY AN EXTERNAL ACCOUNTANT. THE BOARD RECEIVES A COPY OF THE FINANCIAL STATEMENTS AND DRAFT FORM 990 AT LEAST 2-3 WEEKS PRIOR TO FILING FOR REVIEW AND COMMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICERS, DIRECTORS, AND TRUSTEES WERE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATIONS CEO INCLUDED A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARIBILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROFESSIONAL FEES TOTAL WAS $81,535PROGRAM SERVICE EXPENSES - $75,085MANAGEMENT & GENERAL EXPENSES - $6,450
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5List of other fees for services expenses Part IX line 11g
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$250,355
Liabilities
$24,643
Net assets
$225,712
Revenue
$629,870
Expenses
$627,388
Net income
$2,482
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.57$0.50$2.08$2.56$2.53$0.02
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.64$0.38$2.26$2.38$2.28$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.38$2.15$2.38$2.34$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.46$0.32$2.13$2.62$1.49$1.13
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.18$0.62$1.72$1.65$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.19$0.55$1.38$1.40$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.67$0.10$0.58$1.10$0.75$0.35
2015Detailed filing. Detailed filing data is available for this year.$0.25$0.02$0.23$0.63$0.63$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.22$0.51$0.47$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.03$0.18$0.39
Peer Organizations

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