Civic Intelligence

Confluence Philanthropy Inc.

990 • Fiscal year 2018 • EIN 27-3018135

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 16, 2019

Organization ProfileWWW.CONFLUENCEPHILANTHROPY.ORG

View Organization Page

475 Riverside Drive Suite 900New York, NY 10115

(212) 812-4367

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Balance Sheet

Assets

Flat

$740,444

Flat from 2018

Net Assets

Flat

$548,682

Flat from 2018

Liabilities

Flat

$191,762

Flat from 2018

Revenue And Expenses

Revenue

Flat

$1,383,475

Flat from 2018

Expenses

Flat

$1,403,720

Flat from 2018

Net Income

Flat

-$20,245

Flat from 2018

Historical Trend

Balance Sheet Trend

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 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

2018

Assets$740,444
Liabilities$191,762
Net Assets$548,682
Open 2018 Filing

Operations Trend

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 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

2018

Revenue$1,383,475
Expenses$1,403,720
Net Income-$20,245
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 16, 2019
Return Version
2017v2.2
Gross Receipts
$1,383,475
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$543,492$527,024▼ $16,468
Accounts Receivable$77,075$193,707▲ $116,632
Prepaid Expenses and Deferred Charges$9,250$9,872▲ $622
Land, Buildings, and Equipment, Net$4,899$2,939▼ $1,960
Total Assets$641,618$740,444▲ $98,826
Other Assets Total$6,902$6,902→ $0
Liabilities
Accounts Payable and Accrued Expenses$70,987$114,548▲ $43,561
Deferred Revenue$704$75,714▲ $75,010
Other Liabilities$1,000$1,500▲ $500
Total Liabilities$72,691$191,762▲ $119,071
Net Assets / Fund Balance
Unrestricted Net Assets$505,058$501,621▼ $3,437
Temporarily Rstr Net Assets$63,869$47,061▼ $16,808
Total Net Assets Fund Balance$568,927$548,682▼ $20,245
Total Liabilities and Net Assets / Fund Balance$641,618$740,444▲ $98,826

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,939$7,489$10,428
Other Assets Org$6,902--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dana LanzaCeosecretaryFT$136,846$25,453$162,299

Board Members and Trustees

NameTitle
Jeff RosenAudit Committee Chair
Mark J SpaldingBoard Chair
Lisa RenstromVice Chair
Bruce KahnDirector
Dan ChuDirector
Diana TrumpDirector
Lorenzo J De Rosenweig PasquelDirector
Shawn GinwrightDirector
Stacey FaellaDirector
Danny KennedyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$135,256
Program Service Revenue
$1,231,211
Investment Income
$1,130
Other Revenue
$15,878
Change in Net Assets
$-20,245

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,383,475
Total Revenue per Audited Statements
$1,383,475
Total Revenue per Form 990
$1,383,475
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$840,053
Other Expenses$563,667
Total Fundraising Expense$46,114
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$408,627$64,782$24,916$498,325
Conferences and Meetings$216,296$696-$216,992
Current Officers, Directors, Trustees, and Key Employees$136,907$21,705$8,348$166,960
Other Employee Benefits$84,948$13,467$5,180$103,595
Fees for Services Other$63,690$38,933-$102,623
Occupancy$67,413$10,687$4,111$82,211
Payroll Taxes$58,362$9,252$3,559$71,173
Fees for Services Accounting$2,604$48,310-$50,914
Travel$45,482$2,634-$48,116
Information Technology$13,279$27,109-$40,388
Office Expenses$9,488$5,408-$14,896
Insurance-$3,485-$3,485
Depreciation Depletion-$1,960-$1,960
Other Expenses$15$1,722-$1,737
Fees for Services Legal$245$100-$345
Total Functional Expenses$1,107,356$250,250$46,114$1,403,720

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,403,720
Total Expenses per Audited Statements$1,403,720
Total Expenses per Form 990$1,403,720
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposit - Subleases$1,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
2019-01-16
Discuss with paid preparer
Yes

Organization Details

Formed
2010
Legal Domicile
Ny
Voting Board Members
11
Independent Board Members
10
Employees
11

Preparer

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

Additional Explanations

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

“Professional fees total was $102,623program service expenses - $63,690management & general expenses - $38,933”

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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09872
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0REGISTRATION FEES
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc2PROGRAM REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0419666
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1555045
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2256500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0419666
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1555045
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2256500
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0186000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0656
IRS990/PYOtherExpensesAmt0485524
IRS990/PYOtherRevenueAmt010014
IRS990/PYProgramServiceRevenueAmt0840528
IRS990/PYRevenuesLessExpensesAmt0-9407
IRS990/PYSalariesCompEmpBnftPaidAmt0561081
IRS990/PYTotalExpensesAmt01046605
IRS990/PYTotalRevenueAmt01037198
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-20245
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt015878
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01231211
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0543492
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0527024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0915551
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0840528
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0885434
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0442258
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0380874
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03464645
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01130
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0656
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0164
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0193
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0119
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02262
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0463044
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0340392
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0249379
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0177294
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0129153
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01359262
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.71790
IRS990ScheduleA/PublicSupportPY170Pct00.72860
IRS990ScheduleA/PublicSupportTotal170Amt03464645
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0915551
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0840528
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0885434
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0442258
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0380874
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03464645
IRS990ScheduleA/TotalSupportAmt04826169
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt02939
IRS990ScheduleD/EquipmentGrp/DepreciationAmt07489
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010428
IRS990ScheduleD/ExpensesSubtotalAmt01403720
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt06902
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSIT - SUBLEASES
IRS990ScheduleD/RevenueSubtotalAmt01383475
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02939
IRS990ScheduleD/TotalBookValueOtherAssetsAmt06902
IRS990ScheduleD/TotalExpensesPerForm990Amt01403720
IRS990ScheduleD/TotalLiabilityAmt01500
IRS990ScheduleD/TotalRevenuePerForm990Amt01383475
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01383475
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01403720
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0136846
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt025453
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DANA LANZA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEOSECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0162299
IRS990/ScheduleORequiredInd0true
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 $102,623PROGRAM SERVICE EXPENSES - $63,690MANAGEMENT & GENERAL EXPENSES - $38,933
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt063869
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt047061
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0641618
IRS990/TotalAssetsEOYAmt0740444
IRS990/TotalAssetsGrp/BOYAmt0641618
IRS990/TotalAssetsGrp/EOYAmt0740444
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt0135256
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt046114
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0250250
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01107356
IRS990/TotalFunctionalExpensesGrp/TotalAmt01403720
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt072691
IRS990/TotalLiabilitiesEOYAmt0191762
IRS990/TotalLiabilitiesGrp/BOYAmt072691

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$740,444
Liabilities
$191,762
Net assets
$548,682
Revenue
$1,383,475
Expenses
$1,403,720
Net income
-$20,245
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
2018Detailed filing. Detailed filing data is available for this year.$0.74$0.19$0.55$1.38$1.40$0.02
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