Civic Intelligence

Confluence Philanthropy Inc.

990 • Fiscal year 2016 • EIN 27-3018135

Jul 01, 2015 to Jun 30, 2016 • Filed on Apr 13, 2017

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

92nd percentile

0.14x

Higher debt load relative to assets than 92% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

86th percentile

0.09x

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

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Net Margin

68th percentile

32%

Higher net margin than 68% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

95th percentile

$148,511

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 13.4% of source-year revenue.

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Asset Growth

96th percentile

170%

Faster asset growth than 96% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

81st percentile

75%

Faster revenue growth than 81% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$674,990

Up $424,635 (+170%) from 2015

Net Assets

Up

$578,334

Up $352,622 (+156%) from 2015

Liabilities

Up

$96,656

Up $72,013 (+292%) from 2015

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin68th percentile

Revenue

Up

$1,104,977

Up $475,107 (+75%) from 2015

Expenses

Up

$752,355

Up $124,967 (+20%) from 2015

Net Income

Up

$352,622

Up $350,140 (+14107%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth96th 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

2016

Assets$674,990
Liabilities$96,656
Net Assets$578,334
Open 2016 Filing

Operations Trend

Revenue Growth81st 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

2016

Revenue$1,104,977
Expenses$752,355
Net Income$352,622
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Apr 13, 2017
Return Version
2015v3.0
Gross Receipts
$1,104,977
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$206,322$529,646▲ $323,324
Accounts Receivable$25,800$143,218▲ $117,418
Prepaid Expenses and Deferred Charges$15,704$636▼ $15,068
Land, Buildings, and Equipment, Net$1,260$221▼ $1,039
Total Assets$250,355$674,990▲ $424,635
Other Assets Total$1,269$1,269→ $0
Liabilities
Deferred Revenue-$50,000-
Accounts Payable and Accrued Expenses$24,643$46,656▲ $22,013
Total Liabilities$24,643$96,656▲ $72,013
Net Assets / Fund Balance
Unrestricted Net Assets$205,220$461,639▲ $256,419
Temporarily Rstr Net Assets$20,492$116,695▲ $96,203
Total Net Assets Fund Balance$225,712$578,334▲ $352,622
Total Liabilities and Net Assets / Fund Balance$250,355$674,990▲ $424,635

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$221$4,328$4,549
Other Assets Org$1,269--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dana LanzaCeosecretaryFT$127,170$21,341$148,511

Board Members and Trustees

NameTitle
Geraldine WatsonAudit Committee Chair
Lisa RenstromBoard Chair
Jeff RosenVice Chair
Jeff PaceDirector
Lorenzo J De Rosenzweig PasquelDirector
Mark J SpaldingDirector
Bruce KahnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$328,884
Program Service Revenue
$775,929
Investment Income
$164
Other Revenue
$0
Change in Net Assets
$352,622

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,104,977
Total Revenue per Audited Statements
$1,104,977
Total Revenue per Form 990
$1,104,977
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$390,341
Other Expenses$361,296
Total Fundraising Expense$21,123
Professional Fundraising Fees$718
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$170,214$9,456$9,456$189,126
Conferences and Meetings$156,570$714$868$158,152
Current Officers, Directors, Trustees, and Key Employees$119,642$6,647$6,647$132,936
Fees for Services Other$53,607$15,167-$68,774
Fees for Services Accounting-$47,632-$47,632
Other Employee Benefits$39,479$2,193$2,193$43,865
Travel$31,463$797-$32,260
Payroll Taxes$21,972$1,221$1,221$24,414
Occupancy$1,192$18,521-$19,713
Office Expenses$11,232$7,015$20$18,267
Information Technology$7,413$4,416-$11,829
Insurance-$2,154-$2,154
Other Expenses$155$1,321-$1,476
Depreciation Depletion$334$705-$1,039
Fees for Services Professional Fundraising--$718$718
Total Functional Expenses$613,273$117,959$21,123$752,355

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$752,355
Total Expenses per Audited Statements$752,355
Total Expenses per Form 990$752,355
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$718
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
2017-04-13
Discuss with paid preparer
Yes

Organization Details

Formed
2010
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
7
Employees
4

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

Amended return infomation

“Updated part vi, section a, governing body and management question 1a and 1bupdated part vii, section a, compensation of officers, directors, trustees, key employees, highest compensated employees, and independent contractors.”

Financial Statement Notes

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 2014, 2015, and 2016. 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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0275821
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0350902
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0164
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0143
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0555
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01174
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0249379
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0177294
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0129153
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0154912
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt056621
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0767359
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.73810
IRS990ScheduleA/PublicSupportTotal170Amt02290788
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0885434
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IRS990ScheduleA/TotalSupportAmt03103822
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt04328
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04549
IRS990ScheduleD/ExpensesSubtotalAmt0752355
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01269
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSIT
IRS990ScheduleD/RevenueSubtotalAmt01104977
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NO 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 2014, 2015, AND 2016. 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/FormAndLineReferenceDesc0Footnote for uncertain tax position under FIN 48 (Part X)
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0221
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01269
IRS990ScheduleD/TotalExpensesPerForm990Amt0752355
IRS990ScheduleD/TotalRevenuePerForm990Amt01104977
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01104977
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0752355
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UPDATED PART VI, SECTION A, GOVERNING BODY AND MANAGEMENT QUESTION 1A AND 1BUPDATED PART VII, SECTION A, COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, HIGHEST COMPENSATED EMPLOYEES, AND INDEPENDENT CONTRACTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF FORM 990 IS PROVIDED TO OFFICERS FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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/ExplanationTxt3OFFICERS, 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/ExplanationTxt4THE 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/ExplanationTxt5NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Amended return infomation
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0117959
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0613273
IRS990/TotalFunctionalExpensesGrp/TotalAmt0752355
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IRS990/TotalLiabilitiesBOYAmt024643
IRS990/TotalLiabilitiesEOYAmt096656
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IRS990/TotalProgramServiceExpensesAmt0613273
IRS990/TotalProgramServiceRevenueAmt0775929
IRS990/TotalReportableCompFromOrgAmt0127170
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0776093
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01104977
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IRS990/TravelGrp/ProgramServicesAmt031463
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IRS990/WebsiteAddressTxt0WWW.CONFLUENCEPHILANTHROPY.ORG
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANA LANZA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum02128124367
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-13

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$674,990
Liabilities
$96,656
Net assets
$578,334
Revenue
$1,104,977
Expenses
$752,355
Net income
$352,622
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