Civic Intelligence

Confluence Public Health Alliance

EIN 86-1993684 • 501(c)3 • Missoula, MT

Profile

Confluence public health alliance promotes public health for montanans by providing services that advance innovation and collaboration between public health organizations and the individuals providing programs, services and protections that impact public health.

PO Box 9306Missoula, MT 59807

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

29th percentile

-12%

Higher net margin than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

98th percentile

$93,960

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 25.9% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

14th percentile

-80%

Faster asset growth than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

3.0%

Faster revenue growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$16,167

Down $45,393 (-74%) from 2022

Liabilities

Down

$0

Down $169 (-100%) from 2022

Net Assets

Down

$16,167

Down $45,224 (-74%) from 2022

Revenue

Up

$362,814

Up $214,138 (+144%) from 2022

Expenses

Up

$406,420

Up $229,085 (+129%) from 2022

Net Income

Down

-$43,606

Down $14,947 (-52%) from 2022

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2021: $90,050Liabilities 2021: $0Net Assets 2021: $90,0502021Assets 2022: $61,560Liabilities 2022: $169Net Assets 2022: $61,3912022Assets 2024: $16,167Liabilities 2024: $0Net Assets 2024: $16,1672024

Highlighted filing

2024

Assets$16,167
Liabilities$0
Net Assets$16,167

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2021: $90,050Expenses 2021: $0Net Income 2021: $90,0502021Revenue 2022: $148,676Expenses 2022: $177,335Net Income 2022: -$28,6592022Revenue 2024: $362,814Expenses 2024: $406,420Net Income 2024: -$43,6062024

Highlighted filing

2024

Revenue$362,814
Expenses$406,420
Net Income-$43,606

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$362,814
Mission and Program Overview

Mission

Confluence public health alliance promotes public health for montanans by providing services that advance innovation and collaboration between public health organizations and the individuals providing programs, services and protections that impact public health.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$79,140$16,167▼ $62,973
Total Assets$79,140$16,167▼ $62,973
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$79,140$16,167▼ $62,973
Total Net Assets Fund Balance$79,140$16,167▼ $62,973
Total Liabilities and Net Assets / Fund Balance$79,140$16,167▼ $62,973
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lisa DworakExecutive DirectorFT$93,960$93,960

Board Members and Trustees

NameTitle
Shawn HinzPresident
Melissa HendersonVice-president
Damian Chase-begayDirector
Emilie SaylerDirector
Jenna FisherDirector
Kira FlagsteadDirector
Sadie OverlieDirector
Stefanie HarringtonDirector
Drenda NiemannTreasurer/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$282,685
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$80,129
All Other Contributions
$77,685
Change in Net Assets
$-43,606
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$214,318
Salaries, Compensation, and Employee Benefits$192,102
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$41,050$50,173-$91,223
Other Salaries and Wages$34,181$43,503-$77,684
Travel$58,091$7,261-$65,352
Conferences and Meetings$52,715$2,884-$55,599
Fees for Services Other$31,154--$31,154
Information Technology-$25,955-$25,955
Payroll Taxes$6,264$7,930-$14,194
Fees for Services Accounting-$9,005-$9,005
Office Expenses-$5,157-$5,157
Other Employee Benefits$2,020$2,570-$4,590
Pension Plan Contributions$1,941$2,470-$4,411
Advertising-$2,169-$2,169
Other Expenses$810$900-$810
Insurance-$707-$707
Total Functional Expenses$245,736$160,684$0$406,420
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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, Section B, Line 11B

Before filing the form 990, it is provided to each member of the governing body via email prior to one of the governing body's monthly meetings. The directors have the opportunity to ask questions about the form 990 both via email and at the monthly meeting.

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

Prior to any vote, the board of directors are asked to state any potential conflict of interest. Then, as needed, any member with a conflict recuses themselves from said vote. The conflict of interest agreement is signed on an annual basis.

Form 990, Part VI, Section B, Line 15

For all compensated positions, salary reviews are completed for similar jobs at public health institutes and with the aid of the national network of public health institutes. Additional salary reviews are accomplished by analyzing similar positions at other montana-based exempt organizations.

Form 990, Part VI, Section C, Line 19

Confluence health alliance makes all of its governing policies and documents, as well as its financial statement records available upon the request of any interested party.

Filing and Contact Details

Filer

Filer Name
Confluence Public Health Alliance
EIN
86-1993684
Phone
4065525011
Address
PO BOX 9306, MISSOULA, MT 59807

Signing Officer

Name
Lisa Dworak
Title
Executive Director
Phone
4065525011
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Dworak
Formed
2020
Legal Domicile
Mt
Voting Board Members
9
Independent Board Members
9
Employees
5
Volunteers
0

Preparer

Firm
Simpson & Himsl CPA Pc
Address
625 SUNSET BLVD, KALISPELL, MT 59901
Preparer
Michael Simpson
Phone
4067525727
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BEFORE FILING THE FORM 990, IT IS PROVIDED TO EACH MEMBER OF THE GOVERNING BODY VIA EMAIL PRIOR TO ONE OF THE GOVERNING BODY'S MONTHLY MEETINGS. THE DIRECTORS HAVE THE OPPORTUNITY TO ASK QUESTIONS ABOUT THE FORM 990 BOTH VIA EMAIL AND AT THE MONTHLY MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR TO ANY VOTE, THE BOARD OF DIRECTORS ARE ASKED TO STATE ANY POTENTIAL CONFLICT OF INTEREST. THEN, AS NEEDED, ANY MEMBER WITH A CONFLICT RECUSES THEMSELVES FROM SAID VOTE. THE CONFLICT OF INTEREST AGREEMENT IS SIGNED ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FOR ALL COMPENSATED POSITIONS, SALARY REVIEWS ARE COMPLETED FOR SIMILAR JOBS AT PUBLIC HEALTH INSTITUTES AND WITH THE AID OF THE NATIONAL NETWORK OF PUBLIC HEALTH INSTITUTES. ADDITIONAL SALARY REVIEWS ARE ACCOMPLISHED BY ANALYZING SIMILAR POSITIONS AT OTHER MONTANA-BASED EXEMPT ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFLUENCE HEALTH ALLIANCE MAKES ALL OF ITS GOVERNING POLICIES AND DOCUMENTS, AS WELL AS ITS FINANCIAL STATEMENT RECORDS AVAILABLE UPON THE REQUEST OF ANY INTERESTED PARTY.
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt079140
IRS990/TotalAssetsEOYAmt016167
IRS990/TotalAssetsGrp/BOYAmt079140
IRS990/TotalAssetsGrp/EOYAmt016167
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0282685
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0160684
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0245736
IRS990/TotalFunctionalExpensesGrp/TotalAmt0406420
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt079140
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt016167
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0245736
IRS990/TotalReportableCompFromOrgAmt093960
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt080129
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0362814
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt079140
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt016167
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt07261
IRS990/TravelGrp/ProgramServicesAmt058091
IRS990/TravelGrp/TotalAmt065352
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 9306
IRS990/USAddress/CityNm0MISSOULA
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059807
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA DWORAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04065525011
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONFLUENCE PUBLIC HEALTH ALLIANCE
ReturnHeader/Filer/BusinessNameControlTxt0CONF
ReturnHeader/Filer/EIN0861993684
ReturnHeader/Filer/PhoneNum04065525011
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 9306
ReturnHeader/Filer/USAddress/CityNm0MISSOULA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059807
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810437066
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIMPSON & HIMSL CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0625 SUNSET BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KALISPELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059901
ReturnHeader/PreparerPersonGrp/PhoneNum04067525727
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL SIMPSON
ReturnHeader/ReturnTs02025-11-17T15:50:31-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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