Civic Intelligence

Confluence Advocacy Inc (Fka Walton Education Coalition Inc)

EIN 47-4884653 • 501(c)4 • Bentonville, AR

Profile

The organization's mission is to promote effective k-12 education reform policies that create a vibrant, competitive and high performing public education system in the united states.

PO Box 1860Bentonville, AR 72712

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

88th percentile

0.56x

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

501(c)4 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

63rd percentile

0.15x

Higher debt load relative to revenue than 63% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Net Margin

28th percentile

-2.1%

Higher net margin than 28% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

99th percentile

$822,480

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 21.2% of source-year revenue.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Asset Growth

27th percentile

-2.4%

Faster asset growth than 27% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-15%

Faster revenue growth than 15% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,027,040

Up $487,344 (+90%) from 2022

Liabilities

Up

$573,440

Up $59,401 (+12%) from 2022

Net Assets

Up

$453,600

Up $427,943 (+1668%) from 2022

Revenue

Up

$3,885,000

Up $1,385,000 (+55%) from 2022

Expenses

Up

$3,964,841

Up $1,052,017 (+36%) from 2022

Net Income

Up

-$79,841

Up $332,983 (+81%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0-$500K-$1.0MAssets 2016: $365,001Liabilities 2016: $22,642Net Assets 2016: $342,3592016Assets 2019: $120,535Liabilities 2019: $903,828Net Assets 2019: -$783,2932019Assets 2020: $458,231Liabilities 2020: $643,236Net Assets 2020: -$185,0052020Assets 2022: $539,696Liabilities 2022: $514,039Net Assets 2022: $25,6572022Assets 2024: $1,027,040Liabilities 2024: $573,440Net Assets 2024: $453,6002024

Highlighted filing

2024

Assets$1,027,040
Liabilities$573,440
Net Assets$453,600

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2016: $1,500,000Expenses 2016: $1,548,854Net Income 2016: -$48,8542016Revenue 2019: $2,025,000Expenses 2019: $2,974,214Net Income 2019: -$949,2142019Revenue 2020: $3,350,000Expenses 2020: $2,751,712Net Income 2020: $598,2882020Revenue 2022: $2,500,000Expenses 2022: $2,912,824Net Income 2022: -$412,8242022Revenue 2024: $3,885,000Expenses 2024: $3,964,841Net Income 2024: -$79,8412024

Highlighted filing

2024

Revenue$3,885,000
Expenses$3,964,841
Net Income-$79,841

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.1
Gross Receipts
$3,885,000
Mission and Program Overview

Mission

The organization's mission is to promote effective k-12 education reform policies that create a vibrant, competitive and high performing public education system in the united states.

The organization's mission is to create a vibrant, competitive public education system, protect the environment and water resources and promote healthy communities for generations to come.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$984,205$631,695▼ $352,510
Loans From Officers Directors$471,819$538,190▲ $66,371
Rtn Earn Endowment Incm Other Fnds$533,441$453,600▼ $79,841
Pledges and Grants Receivable-$330,000-
Land, Buildings, and Equipment, Net$59,886$51,617▼ $8,269
Accounts Receivable-$5,695-
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Total Assets$1,052,124$1,027,040▼ $25,084
Other Assets Total$8,033$8,033→ $0
Liabilities
Accounts Payable and Accrued Expenses$46,864$35,250▼ $11,614
Other Liabilities$0$0→ $0
Total Liabilities$518,683$573,440▲ $54,757
Net Assets / Fund Balance
Total Net Assets Fund Balance$533,441$453,600▼ $79,841
Total Liabilities and Net Assets / Fund Balance$1,052,124$1,027,040▼ $25,084

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$51,617$72,360$123,977
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Erika BelfioreSecretary, TreasurerPT$140,436$140,436

Board Members and Trustees

NameTitle
Jim C WaltonDirector
Lukas WaltonDirector
Sue BrownEnviromental Advocacy Director
Joseph WilliamsFormer Education Advocacy Director
Adam RogalskiAdvocacy Program Officer
Lauren PerrySenior Manager Advocacy

Highest Paid Contractors

ContractorServicesLocationCompensation
Walton Enterprises LLCAdministrator/Management FeesPO Box 1860, Bentonville, AR 72712$1,923,567
Corridor Partners LLCConsulting315 FLATBUSH AVENUE PMB 502, Brooklyn, NY 11217$120,000
Revenue and Support

Revenue Composition

Contributions and Grants
$3,885,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$3,885,000
Change in Net Assets
$-79,841
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,819,841
Grants and Similar Amounts Paid$1,145,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$1,157,027$771,352-$1,928,379
Grants to Domestic Orgs$1,145,000--$1,145,000
Fees for Services Other$676,723$0$0$676,723
Travel$74,365$49,577-$123,942
Fees for Services Legal-$41,466-$41,466
Fees for Services Accounting-$27,563-$27,563
Depreciation Depletion-$8,269-$8,269
All Other Expenses$0$5,249$0$5,249
Other Expenses-$4,835-$4,835
Information Technology-$2,635-$2,635
Office Expenses-$780-$780
Total Functional Expenses$3,053,115$911,726$0$3,964,841
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
State Government Leadership FoundationWashington, DC501 (c) (4)Improve Education$425,000
The Welcome Party IncBoston, MA501 (c) (4)Improve Education$200,000
Center for Innovative PolicyWashington, DC501 (c) (4)Improve Education$150,000
Republican Governors Public Policy Committee IncWashington, DC501 (c) (4)Improve Education$125,000
State Democracy Action FundWashington, DC501 (c) (4)Improve Education$100,000
Committee on StatesRaleigh, NC501 (c) (4)Education and Outreach$65,000
Progressive State Leaders CommitteeWashington, DC501 (c) (4)Education and Outreach$55,000
The NewDEALWashington, DC501 (c) (4)Improve Education$25,000
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Contributors/boardAdministrative ServicesNo$1,923,567

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$471,819$538,190▲ $66,371
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
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, Line 1B

The three directors are listed as "independent" on part vi, line 1b because none of the individuals received compensation in any form from the organization or a related organization, and the transaction reported on schedule l did not involve a transaction resulting in any compensation, income or other financial benefit provided to or on behalf of any such director or family member.

Form 990, Part VI, Line 2 Family/business relationships amongst interested persons

JIM C. WALTON, DIRECTOR; TOM WALTON, DIRECTOR - Family relationship

Form 990, Part VI, Line 6 Classes of members or stockholders

The members of confluence advocacy, inc. Are the same persons who are serving on the confluence advocacy, inc. Board of directors. The individuals serving as members exercise all their voting powers with respect to confluence advocacy, inc as directors of confluence advocacy, inc. And have no additional members' powers.

Form 990, Part VI, Line 11B Review of form 990 by governing body

The form 990 is made available to all members of the governing body and is reviewed and signed by an appropriate officer.

Form 990, Part VI, Line 12C Conflict of interest policy

Individuals who are directly or indirectly party to a possible transaction with the organization are required to disclose the material facts of the transaction and interest in the transaction prior to action.

Form 990, Part VI, Line 15A Process to establish compensation of top management official

Compensation is based on comparison of similar positions at similar organizations. Compensation is approved annually by the board of directors.

Form 990, Part VI, Line 15B Process to establish compensation of other employees

Compensation is based on comparison of similar positions at similar organizations. Compensation is approved annually by the board of directors.

Form 990, Part VI, Line 19 Required documents available to the public

The organization's certificate of incorporation is available from the delaware secretary of state. Financial information is available on the organization's form 990.

Filing and Contact Details

Filer

Filer Name
Confluence Advocacy Inc
EIN
47-4884653
Phone
4794641500
Address
PO BOX 1860, BENTONVILLE, AR 72712

Signing Officer

Name
Susan Brown
Title
Environmental Advocacy Director
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
2015
Legal Domicile
De
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Walton Enterprises LLC
Address
PO BOX 1860, BENTONVILLE, AR 72712
Preparer
Luke C Mitchell
Phone
4794641500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G Other Fees

Consulting - Total Expense: 650064, Program Service Expense: 650064, Management and General Expenses: , Fundraising Expenses: ; Polling/Research - Total Expense: 26659, Program Service Expense: 26659, Management and General Expenses: , Fundraising Expenses: ;

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IRS990/PYTotalRevenueAmt04555000
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IRS990/RentalIncomeOrLossGrp/RealAmt00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0453600
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt072360
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0123977
IRS990ScheduleD/TotalBookValueLandBuildingsAmt051617
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IRS990ScheduleI/RecipientTable/CashGrantAmt165000
IRS990ScheduleI/RecipientTable/CashGrantAmt255000
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IRS990ScheduleI/RecipientTable/CashGrantAmt4100000
IRS990ScheduleI/RecipientTable/CashGrantAmt5425000
IRS990ScheduleI/RecipientTable/CashGrantAmt625000
IRS990ScheduleI/RecipientTable/CashGrantAmt7200000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (C) (4)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501 (C) (4)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501 (C) (4)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501 (C) (4)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501 (C) (4)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501 (C) (4)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501 (C) (4)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501 (C) (4)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Improve Education
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Education and Outreach
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Education and Outreach
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Improve Education
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4Improve Education
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5Improve Education
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6Improve Education
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7Improve Education
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Center for Innovative Policy
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Committee on States
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Progressive State Leaders Committee
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Republican Governors Public Policy Committee Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4State Democracy Action Fund
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5State Government Leadership Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6The NewDEAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7The Welcome Party Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0020747896
IRS990ScheduleI/RecipientTable/RecipientEIN1842558945
IRS990ScheduleI/RecipientTable/RecipientEIN2050623909
IRS990ScheduleI/RecipientTable/RecipientEIN3200309803
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01225 Eye St NW 1100
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11101 Haynes St Suite 205
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21350 I St NW 300
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31747 Pennsylvania Ave
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt41225 Eye St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt51201 F St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6700 K St NW Suite 300
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7867 Boylston St Suite 500
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt0NW Ste 250
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt1NW Ste 1250
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt2NW Ste 675
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Washington
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Raleigh
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Washington
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Washington
IRS990ScheduleI/RecipientTable/USAddress/CityNm4Washington
IRS990ScheduleI/RecipientTable/USAddress/CityNm5Washington
IRS990ScheduleI/RecipientTable/USAddress/CityNm6Washington
IRS990ScheduleI/RecipientTable/USAddress/CityNm7Boston
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0DC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2DC
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4DC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5DC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6DC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7MA
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION STAFF ROUTINELY FOLLOW UP WITH GRANTEES TO UNDERSTAND HOW THE GRANT FUNDS ARE BEING USED AND TO EVALUATE THE OVERALL EFFECTIVENESS OF EACH GRANTEE TO INSURE THERE IS COORDINATION WITH THE ORGANIZATION'S MISSION AND GOALS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt322084
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt228278
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt314912
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00

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