Civic Intelligence

Confluence Philanthropy Inc.

990 • Fiscal year 2019 • EIN 27-3018135

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 14, 2019

Organization ProfileWWW.CONFLUENCEPHILANTHROPY.ORG

View Organization Page

475 10th Ave 14th FloorNew York, NY 10018

(510) 587-9750

Siviq Scores

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

Liabilities / Assets

95th percentile

0.22x

Higher debt load relative to assets than 95% of similar nonprofits.

2019 filings • NTEE T • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

88th percentile

0.10x

Higher debt load relative to revenue than 88% of similar nonprofits.

2019 filings • NTEE T • $1M-$5M nonprofits • Source year 2019

Net Margin

52nd percentile

4.0%

Higher net margin than 52% of similar nonprofits.

2019 filings • NTEE T • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

97th percentile

$197,283

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

2019 filings • NTEE T • $1M-$5M nonprofits • Source year 2019

Asset Growth

68th percentile

7.4%

Faster asset growth than 68% of similar nonprofits.

2019 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

68th percentile

24%

Faster revenue growth than 68% of similar nonprofits.

2019 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$795,337

Up $54,893 (+7.4%) from 2018

Net Assets

Up

$617,466

Up $68,784 (+13%) from 2018

Liabilities

Down

$177,871

Down $13,891 (-7.2%) from 2018

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin52nd percentile

Revenue

Up

$1,715,154

Up $331,679 (+24%) from 2018

Expenses

Up

$1,646,370

Up $242,650 (+17%) from 2018

Net Income

Up

$68,784

Up $89,029 (+440%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2019

Assets$795,337
Liabilities$177,871
Net Assets$617,466
Open 2019 Filing

Operations Trend

Revenue Growth68th 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

2019

Revenue$1,715,154
Expenses$1,646,370
Net Income$68,784
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$1,715,154
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$527,024$656,754▲ $129,730
Accounts Receivable$193,707$114,472▼ $79,235
Prepaid Expenses and Deferred Charges$9,872$16,229▲ $6,357
Land, Buildings, and Equipment, Net$2,939$980▼ $1,959
Total Assets$740,444$795,337▲ $54,893
Other Assets Total$6,902$6,902→ $0
Liabilities
Accounts Payable and Accrued Expenses$114,548$118,581▲ $4,033
Deferred Revenue$75,714$58,290▼ $17,424
Other Liabilities$1,500$1,000▼ $500
Total Liabilities$191,762$177,871▼ $13,891
Net Assets / Fund Balance
Unrestricted Net Assets$501,621$548,022▲ $46,401
Temporarily Rstr Net Assets$47,061$69,444▲ $22,383
Total Net Assets Fund Balance$548,682$617,466▲ $68,784
Total Liabilities and Net Assets / Fund Balance$740,444$795,337▲ $54,893

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$980$9,448$10,428
Other Assets Org$6,902--
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dana LanzaCeosecretaryFT$168,487$28,796$197,283
David EstradaManaging DirectorFT$130,000$19,726$149,726

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$283,440
Program Service Revenue
$1,399,575
Investment Income
$1,551
Other Revenue
$30,588
Change in Net Assets
$68,784

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,715,154
Total Revenue per Audited Statements
$1,715,154
Total Revenue per Form 990
$1,715,154
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$920,264
Other Expenses$726,106
Total Fundraising Expense$50,915
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$452,176$70,099$28,337$550,612
Conferences and Meetings$368,099--$368,099
Current Officers, Directors, Trustees, and Key Employees$180,000--$180,000
Other Employee Benefits$108,621$13,409$4,801$126,831
Fees for Services Other$69,563$34,654$3,000$107,217
Occupancy$79,821$8,897$3,576$92,294
Fees for Services Accounting$13,980$46,692$3,000$63,672
Payroll Taxes$54,357$6,027$2,437$62,821
Travel$45,451$1,049-$46,500
Information Technology$4,829$20,073$2,100$27,002
Office Expenses$9,713$2,041$3,364$15,118
Insurance-$2,404$300$2,704
Depreciation Depletion-$1,959-$1,959
Other Expenses$27$1,514-$1,541
Total Functional Expenses$1,386,637$208,818$50,915$1,646,370

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,646,370
Total Expenses per Audited Statements$1,646,370
Total Expenses per Form 990$1,646,370
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$1,000
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 10TH AVE 14TH FLOOR, NEW YORK, NY 10018

Signing Officer

Name
Dana Lanza
Title
CEO
Phone
5105879750
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
2010
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
8
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 $107,217program service expenses - $69,563management & general expenses - $34,654fundraising - $3,000”

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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 $107,217PROGRAM SERVICE EXPENSES - $69,563MANAGEMENT & GENERAL EXPENSES - $34,654FUNDRAISING - $3,000
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

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$795,337
Liabilities
$177,871
Net assets
$617,466
Revenue
$1,715,154
Expenses
$1,646,370
Net income
$68,784
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
2019Detailed filing. Detailed filing data is available for this year.$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