Civic Intelligence

Confluence Philanthropy Inc.

990 • Fiscal year 2021 • EIN 27-3018135

Jul 01, 2020 to Jun 30, 2021 • Filed on May 13, 2022

Organization ProfileWWW.CONFLUENCEPHILANTHROPY.ORG

View Organization Page

54 West 40th St No 1129New York, NY 10118

(917) 975-0191

Siviq Scores

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

Liabilities / Assets

94th percentile

0.13x

Higher debt load relative to assets than 94% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

90th percentile

0.12x

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

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Net Margin

65th percentile

43%

Higher net margin than 65% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

98th percentile

$212,079

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Asset Growth

93rd percentile

92%

Faster asset growth than 93% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

48th percentile

37%

Faster revenue growth than 48% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$2,455,655

Up $1,660,318 (+209%) from 2019

Net Assets

Up

$2,133,348

Up $1,515,882 (+246%) from 2019

Liabilities

Up

$322,307

Up $144,436 (+81%) from 2019

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin65th percentile

Revenue

Up

$2,622,242

Up $907,088 (+53%) from 2019

Expenses

Down

$1,490,400

Down $155,970 (-9.5%) from 2019

Net Income

Up

$1,131,842

Up $1,063,058 (+1546%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2021

Assets$2,455,655
Liabilities$322,307
Net Assets$2,133,348
Open 2021 Filing

Operations Trend

Revenue Growth48th 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

2021

Revenue$2,622,242
Expenses$1,490,400
Net Income$1,131,842
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v4.2
Gross Receipts
$2,622,242
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 philanthropy's mission is to transform the practice of investing by aligning capital with our community's values of sustainability, equity, and justice.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$894,391$1,618,304▲ $723,913
Accounts Receivable$214,375$645,883▲ $431,508
Investments Other Securities$153,947$175,440▲ $21,493
Prepaid Expenses and Deferred Charges$7,381$9,138▲ $1,757
Land, Buildings, and Equipment, Net$3,516$6,890▲ $3,374
Total Assets$1,280,512$2,455,655▲ $1,175,143
Other Assets Total$6,902--
Liabilities
Deferred Revenue$179,250--
Accounts Payable and Accrued Expenses$114,532$171,760▲ $57,228
Unsecured Notes Loans Payable-$149,797-
Other Liabilities$1,000$750▼ $250
Total Liabilities$294,782$322,307▲ $27,525
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$757,015$1,794,870▲ $1,037,855
Net Assets With Donor Restrictions$228,715$338,478▲ $109,763
Total Net Assets Fund Balance$985,730$2,133,348▲ $1,147,618
Total Liabilities and Net Assets / Fund Balance$1,280,512$2,455,655▲ $1,175,143

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$6,890$12,362$19,252
Other Securities$175,440--
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dana LanzaCEO SecretaryFT$190,589$21,490$212,079
David EstradaManaging DirectorFT$142,344$21,255$163,599

Board Members and Trustees

NameTitle
Stacey FaellaAudit Committee Chair
Dan ChuBoard Chair
Ivan FrishbergVice Chair
Bob BancroftDirector
Danny KennedyDirector
Diana TrumpDirector
Fatima AngelesDirector
Greg RatliffDirector
Jeff RosenDirector
Mark SpaldingDirector
Kathleen SimpsonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Edie FarwellConsulting30 LINDEN ROAD, Hartland, VT 05048$111,600
Revenue and Support

Revenue Composition

Contributions and Grants
$2,307,376
Program Service Revenue
$303,603
Investment Income
$965
Other Revenue
$10,298
All Other Contributions
$1,479,626
Change in Net Assets
$1,131,842
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$780,354
Other Expenses$710,046
Total Fundraising Expense$165,010
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$338,404$32,608$108,020$479,032
Fees for Services Other$381,287$7,413$16,481$405,181
Current Officers, Directors, Trustees, and Key Employees$188,871$21,944$12,923$223,738
Fees for Services Accounting-$144,564-$144,564
Occupancy$62,398$6,443$14,323$83,164
Conferences and Meetings$56,986--$56,986
Payroll Taxes$35,457$3,661$8,139$47,257
Information Technology$27,544$2,752$6,119$36,415
Other Employee Benefits$22,767$2,241$5,319$30,327
Fees for Services Legal-$16,134-$16,134
Office Expenses$7,083$2,710$1,626$11,419
Travel$2,272--$2,272
Depreciation Depletion$924$98$209$1,231
Other Expenses$-41,362$-4,271$-9,494$-55,127
Total Functional Expenses$1,088,488$236,902$165,010$1,490,400
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$750
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

Form 990, Part VI, Section B, Line 11B

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

Form 990, Part VI, Section B, Line 12C

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

Form 990, Part VI, Section B, Line 15A

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

Form 990, Part VI, Section C, Line 19

“No documents are available to the public”

Filing and Contact Details

Filer

Filer Name
Confluence Philanthropy Inc
EIN
27-3018135
Phone
9179750191
Address
54 WEST 40TH ST NO 1129, NEW YORK, NY 10118

Signing Officer

Name
Dana Lanza
Title
CEO
Phone
9179750191
Signed
2022-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dana Lanza
Formed
2010
Legal Domicile
Ny
Voting Board Members
12
Independent Board Members
11
Employees
10
Volunteers
11

Preparer

Firm
Snyder Cohn Pc
Address
11200 ROCKVILLE PIKE SUITE 415, NORTH BETHESDA, MD 20852
Preparer
Keith Jennings
Phone
3016526700
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other professional fees: program service expenses 381,287. Management and general expenses 7,413. Fundraising expenses 16,481. Total expenses 405,181.”

FORM 990, PART XII, LINE 2:

“The organization has engaged an independent accounting firm to audit this fiscal year's financial statements however, the audit has not been completed as of the date of this filing.”

Raw XML AppendixShowing 400 of 539 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,455,655
Liabilities
$322,307
Net assets
$2,133,348
Revenue
$2,622,242
Expenses
$1,490,400
Net income
$1,131,842
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
2021Detailed filing. Detailed filing data is available for this year.$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