Civic Intelligence

Confluence Philanthropy Inc.

990 • Fiscal year 2020 • EIN 27-3018135

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 27, 2021

Organization ProfileWWW.CONFLUENCEPHILANTHROPY.ORG

View Organization Page

1 Penn Plaza Box 6169New York, NY 10119

(510) 587-9750

Siviq Scores

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

Liabilities / Assets

95th percentile

0.23x

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

2020 filings • NTEE T • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

90th percentile

0.15x

Higher debt load relative to revenue than 90% of similar nonprofits.

2020 filings • NTEE T • $1M-$5M nonprofits • Source year 2020

Net Margin

59th percentile

19%

Higher net margin than 59% of similar nonprofits.

2020 filings • NTEE T • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

97th percentile

$220,171

Higher top officer pay than 97% of similar nonprofits.

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

2020 filings • NTEE T • $1M-$5M nonprofits • Source year 2020

Asset Growth

92nd percentile

61%

Faster asset growth than 92% of similar nonprofits.

2020 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

62nd percentile

12%

Faster revenue growth than 62% of similar nonprofits.

2020 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$1,280,512

Up $485,175 (+61%) from 2019

Net Assets

Up

$985,730

Up $368,264 (+60%) from 2019

Liabilities

Up

$294,782

Up $116,911 (+66%) from 2019

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin59th percentile

Revenue

Up

$1,916,836

Up $201,682 (+12%) from 2019

Expenses

Down

$1,548,572

Down $97,798 (-5.9%) from 2019

Net Income

Up

$368,264

Up $299,480 (+435%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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 2020: $1,280,512Liabilities 2020: $294,782Net Assets 2020: $985,7302020Assets 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

2020

Assets$1,280,512
Liabilities$294,782
Net Assets$985,730
Open 2020 Filing

Operations Trend

Revenue Growth62nd 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 2020: $1,916,836Expenses 2020: $1,548,572Net Income 2020: $368,2642020Revenue 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

2020

Revenue$1,916,836
Expenses$1,548,572
Net Income$368,264
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 27, 2021
Return Version
2019v5.1
Gross Receipts
$1,916,836
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.

Confluence philanthropys mission is to transform the practice of investing by aligning capital with our communitys values of sustainability, equity, and justice.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$656,754$894,391▲ $237,637
Accounts Receivable$114,472$214,375▲ $99,903
Investments Other Securities-$153,947-
Prepaid Expenses and Deferred Charges$16,229$7,381▼ $8,848
Land, Buildings, and Equipment, Net$980$3,516▲ $2,536
Total Assets$795,337$1,280,512▲ $485,175
Other Assets Total$6,902$6,902→ $0
Liabilities
Deferred Revenue$58,290$179,250▲ $120,960
Accounts Payable and Accrued Expenses$118,581$114,532▼ $4,049
Other Liabilities$1,000$1,000→ $0
Total Liabilities$177,871$294,782▲ $116,911
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$548,022$757,015▲ $208,993
Net Assets With Donor Restrictions$69,444$228,715▲ $159,271
Total Net Assets Fund Balance$617,466$985,730▲ $368,264
Total Liabilities and Net Assets / Fund Balance$795,337$1,280,512▲ $485,175

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,516$11,131$14,647
Other Assets Org$6,902--
Other Securities$153,947--
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dana LanzaCeosecretaryFT$193,263$26,908$220,171
David EstradaManaging DirectorFT$127,344$17,361$144,705

Board Members and Trustees

NameTitle
Jeff RosenAudit Committee Chair
Mark J SpaldingBoard Chair
Lisa RenstromVice Chair
Ivan FrishbergFirst Vice President
Greg RatliffVice President
Fatima AmgelesVice President of Programs
Dan ChuDirector
Diana TrumpDirector
Lorenzo J De Rosenzweig PasquelDirector
Stacey FaellaDirector
Shuaib SiddiquiDirector of Impact Investing
Kathleen SimpsonChief Executive Officer
Danny KennedyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$409,600
Program Service Revenue
$1,462,595
Investment Income
$1,568
Other Revenue
$43,073
Change in Net Assets
$368,264

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,916,836
Total Revenue per Audited Statements
$1,916,836
Total Revenue per Form 990
$1,916,836
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$784,785
Other Expenses$763,787
Total Fundraising Expense$83,735
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$386,253$42,828$31,668$460,749
Fees for Services Other$158,350$171,726$9,818$339,894
Current Officers, Directors, Trustees, and Key Employees$162,180$9,540$19,080$190,800
Conferences and Meetings$151,891$316-$152,207
Occupancy$84,177$8,041$7,790$100,008
Other Employee Benefits$71,773$15,123$11,285$98,181
Fees for Services Accounting-$52,953-$52,953
Information Technology$6,051$44,521$961$51,533
Travel$38,631$4,521-$43,152
Payroll Taxes$28,989$3,237$2,829$35,055
Office Expenses$5,558$10,813-$16,371
Other Expenses$305$2,561$304$3,170
Insurance-$2,816-$2,816
Depreciation Depletion-$1,683-$1,683
Total Functional Expenses$1,094,158$370,679$83,735$1,548,572

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,548,572
Total Expenses per Audited Statements$1,548,572
Total Expenses per Form 990$1,548,572
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 35% controlled entity
No
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
1 PENN PLAZA BOX 6169, NEW YORK, NY 10119

Signing Officer

Name
Dana Lanza
Title
CEO
Phone
5105879750
Signed
2021-02-27
Discuss with paid preparer
Yes

Organization Details

Formed
2010
Legal Domicile
Ny
Voting Board Members
15
Independent Board Members
14
Employees
8

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 $339,894program service expenses - $158,350management & general expenses - $171,726fundraising - $9,818”

Financial Statement Notes

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

“The organization is a not-for-profit organization that is exempt from income taxes under section 501(c)(3) of the internal revenue code and classified by the internal revenue service as other than a private foundation. Confluence philanthropy, inc. Has evaluated its activities for uncertain tax positions and has determined that there were no uncertain tax positions for the year ended june 30, 2020.”

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IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01916836
IRS990/GrossRentsGrp/RealAmt039062
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
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IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0961
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt044521
IRS990/InformationTechnologyGrp/ProgramServicesAmt06051
IRS990/InformationTechnologyGrp/TotalAmt051533
IRS990/InsuranceGrp/ManagementAndGeneralAmt02816
IRS990/InsuranceGrp/TotalAmt02816
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01568
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01568
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0153947
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011131
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0980
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03516
IRS990/LandBldgEquipCostOrOtherBssAmt014647
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0409600
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0CONFLUENCE PHILANTHROPYS MISSION IS TO TRANSFORM THE PRACTICE OF INVESTING BY ALIGNING CAPITAL WITH OUR COMMUNITYS VALUES OF SUSTAINABILITY, EQUITY, AND JUSTICE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0617466
IRS990/NetAssetsOrFundBalancesEOYAmt0985730
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt039062
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt039062
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0548022
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0757015
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt07790
IRS990/OccupancyGrp/ManagementAndGeneralAmt08041
IRS990/OccupancyGrp/ProgramServicesAmt084177
IRS990/OccupancyGrp/TotalAmt0100008
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010813
IRS990/OfficeExpensesGrp/ProgramServicesAmt05558
IRS990/OfficeExpensesGrp/TotalAmt016371
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06902
IRS990/OtherAssetsTotalGrp/EOYAmt06902
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt011285
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt015123
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt071773
IRS990/OtherEmployeeBenefitsGrp/TotalAmt098181
IRS990/OtherExpensesGrp/Desc0BANK CHARGES AND OTHER FEES
IRS990/OtherExpensesGrp/FundraisingAmt0304
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02561
IRS990/OtherExpensesGrp/ProgramServicesAmt0305
IRS990/OtherExpensesGrp/TotalAmt03170
IRS990/OtherLiabilitiesGrp/BOYAmt01000
IRS990/OtherLiabilitiesGrp/EOYAmt01000
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04011
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04011
IRS990/OtherRevenueTotalAmt04011
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt031668
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt042828
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0386253
IRS990/OtherSalariesAndWagesGrp/TotalAmt0460749
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02829
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03237
IRS990/PayrollTaxesGrp/ProgramServicesAmt028989
IRS990/PayrollTaxesGrp/TotalAmt035055
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016229
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07381
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/RelatedOrExemptFuncIncomeAmt0177910
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1827625
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2457060
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0177910
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1827625
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2457060
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0283440
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01551
IRS990/PYOtherExpensesAmt0726106
IRS990/PYOtherRevenueAmt030588
IRS990/PYProgramServiceRevenueAmt01399575
IRS990/PYRevenuesLessExpensesAmt068784
IRS990/PYSalariesCompEmpBnftPaidAmt0920264
IRS990/PYTotalExpensesAmt01646370
IRS990/PYTotalRevenueAmt01715154
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0368264
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt039062
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01462595
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0656754
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0894391
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01669225
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01236690
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0915551
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0840528
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0885434
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05547428
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01568
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01551
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01130
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0656
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0164
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05069
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0242464
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0476913
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0463044
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0340392
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0249379
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01772192
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.74570
IRS990ScheduleA/PublicSupportPY170Pct00.71560
IRS990ScheduleA/PublicSupportTotal170Amt05461910
IRS990ScheduleA/SubstantialContributorsTotAmt085518
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01669225
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01236690
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0915551
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0840528
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0885434
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05547428
IRS990ScheduleA/TotalSupportAmt07324689
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt03516
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011131
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt014647
IRS990ScheduleD/ExpensesSubtotalAmt01548572
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt06902
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSIT - SUBLEASES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0153947
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS
IRS990ScheduleD/RevenueSubtotalAmt01916836
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. CONFLUENCE PHILANTHROPY, INC. HAS EVALUATED ITS ACTIVITIES FOR UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT THERE WERE NO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Footnote for uncertain tax position under FIN 48 (Part X)
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03516

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,280,512
Liabilities
$294,782
Net assets
$985,730
Revenue
$1,916,836
Expenses
$1,548,572
Net income
$368,264
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
2020Detailed filing. Detailed filing data is available for this year.$1.28$0.29$0.99$1.92$1.55$0.37
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