CONFLUENCE ADVOCACY INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CONFLUENCE ADVOCACY INC (EIN 47-4884653)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202423169349305277
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T15:18:13+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621665434 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTON ENTERPRISES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1860 | AddressLine1Txt |
| City | BENTONVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474884653 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Confluence Advocacy Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALT | BusinessNameControlTxt |
| Phone | 4794641500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1860 | AddressLine1Txt |
| City | BENTONVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAIRE VOORHEES | PersonNm |
| Person Title | EDUCATION ADVOCACY DIRECTOR | PersonTitleTxt |
| Signature | 2024-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LUKE C MITCHELL | PreparerPersonNm |
| PTIN | P03095207 | PTIN |
| Phone | 4794641500 | PhoneNum |
| Preparation | 2024-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAIRE VOORHEES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1860 | AddressLine1Txt |
| City | BENTONVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,555,000 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,500,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,555,000 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,500,000 | PYTotalRevenueAmt |
| CY Total Revenue | $4,555,000 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $900,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,195,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,012,824 | PYOtherExpensesAmt |
| CY Other Expenses | $2,852,216 | CYOtherExpensesAmt |
| PY Total Expenses | $2,912,824 | PYTotalExpensesAmt |
| CY Total Expenses | $4,047,216 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$412,824 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $507,784 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $539,696 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,052,124 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $514,039 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $518,683 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,657 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $533,441 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,146,762 | ExpenseAmt |
| Grant | $1,075,000 | GrantAmt |
| Desc | PERFORMING ADMINISTRATIVE AND EDUCATIONAL ASSISTANCE TO INDIVIDUALS AND TAX-EXEMPT ORGANIZATIONS TO PROMOTE EDUCATION REFORM AND ADVOCACY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $995,299 | ExpenseAmt |
| Grant | $120,000 | GrantAmt |
| Desc | PROVIDING SUPPORT TO INDIVIDUALS AND TAX-EXEMPT ORGANIZATIONS TO PROMOTE AND ADVOCATE FOR HEALTHY RIVERS AND OCEANS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,142,061 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (true) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jenny Tripp | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4794641500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1860 | AddressLine1Txt |
| City | BENTONVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| JIM C WALTON | |||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| LUKAS WALTON | |||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS L WALTON | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CLAIRE VOORHEES | |||||||||
| EDUCATION ADVOCACY DIRECTOR | 40.0 | 0 | $0 | $271,617 | $27,810 | Yes (X) | |||
| ERIKA J BELFIORE | |||||||||
| SECRETARY/TREASURER | 14.0 | 0 | $0 | $100,291 | $33,638 | Yes (X) | |||
| SUSAN BROWN | |||||||||
| ENVIRONMENTAL ADVOCACY DIRECTOR | 40.0 | 0 | $0 | $433,871 | $39,250 | Yes (X) | |||
| ADAM ROGALSKI | |||||||||
| ADVOCACY PROGRAM OFFICER | 40.0 | 0 | $0 | $243,559 | $50,261 | Yes (X) | |||
| BRIENNE BELLAVITE | |||||||||
| ADVOCACY PROGRAM OFFICER | 40.0 | 0 | $0 | $247,860 | $28,929 | Yes (X) | |||
| LAUREN PERRY | |||||||||
| ADVOCACY PROGRAM OFFICER | 40.0 | 0 | $0 | $249,650 | $33,051 | Yes (X) | |||
| JOSEPH WILLIAMS | |||||||||
| FORMER EDUCATION ADVOCACY DIRECTOR | 0.0 | 0 | $0 | $732,123 | $58,012 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,278,971 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $270,951 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Walton Enterprises LLC | ||||||
| PO Box 1860 | Bentonville | AR | 72712 | Administrator/Management Fees | $1,794,776 | |
| Global Strategy Group LLC | ||||||
| 215 Park Ave S | New York | NY | 10003 | Consulting | $150,000 | 15th Fl |
| 270 Strategies LLC | ||||||
| 207 E OHIO STREET 379 | CHICAGO | IL | 60611 | Consulting | $150,000 | |
| Corridor Partners LLC | ||||||
| 315 FLATBUSH AVENUE PMB 502 | BROOKLYN | NY | 11217 | Consulting | $120,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,555,000 | AllOtherContributionsAmt |
| Total Contributions | $4,555,000 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,555,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,195,000 | TotalAmt |
| Program Services | $1,195,000 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,766,083 | TotalAmt |
| Program Services | $1,059,650 | ProgramServicesAmt |
| Management And General | $706,433 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,093 | TotalAmt |
| Management And General | $72,093 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,687 | TotalAmt |
| Management And General | $39,687 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $823,697 | TotalAmt |
| Program Services | $823,697 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,854 | TotalAmt |
| Management And General | $3,854 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,034 | TotalAmt |
| Management And General | $1,034 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,078 | TotalAmt |
| Management And General | $19,078 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,190 | TotalAmt |
| Program Services | $63,714 | ProgramServicesAmt |
| Management And General | $42,476 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,269 | TotalAmt |
| Management And General | $8,269 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Dues and Subscriptions | Desc |
| Total | $11,532 | TotalAmt |
| Management And General | $11,532 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $699 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $699 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,047,216 | TotalAmt |
| Program Services | $3,142,061 | ProgramServicesAmt |
| Management And General | $905,155 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $463,508 | BOYAmt |
| EOY | $984,205 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $123,977 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $64,091 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,155 | BOYAmt |
| EOY | $59,886 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,033 | BOYAmt |
| EOY | $8,033 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $539,696 | BOYAmt |
| EOY | $1,052,124 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,201 | BOYAmt |
| EOY | $46,864 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $502,838 | BOYAmt |
| EOY | $471,819 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $514,039 | BOYAmt |
| EOY | $518,683 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,657 | BOYAmt |
| EOY | $533,441 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,657 | BOYAmt |
| EOY | $533,441 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $539,696 | BOYAmt |
| EOY | $1,052,124 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $507,784 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $123,977 | OtherCostOrOtherBasisAmt |
| Depreciation | $64,091 | DepreciationAmt |
| Book Value | $59,886 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $59,886 | TotalBookValueLandBuildingsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Center for Innovative Policy | ||||||||
| 1225 Eye St | NW 1100 | Washington | DC | 20005 | 020747896 | 501 (C) (4) | $100,000 | IMPROVE EDUCATION |
| Committee on States | ||||||||
| 1101 Haynes St | Suite 205 | Raleigh | NC | 27604 | 842558945 | 501 (C) (4) | $80,000 | Education and Outreach |
| New Democracy | ||||||||
| 1156 15th St | NW Ste 400 | Washington | DC | 20005 | 043181246 | 501 (C) (4) | $75,000 | IMPROVE EDUCATION |
| Progressive State Leaders Committee | ||||||||
| 1350 I St | NW 300 | Washington | DC | 20005 | 050623909 | 501 (C) (4) | $40,000 | Education and Outreach |
| State Government Leadership Foundation | ||||||||
| 1201 F St | NW Ste 675 | Washington | DC | 20004 | 200505849 | 501 (C) (4) | $275,000 | IMPROVE EDUCATION |
| The NewDEAL | ||||||||
| 700 K St | NW Suite 300 | Washington | DC | 20001 | 273147985 | 501 (C) (4) | $75,000 | IMPROVE EDUCATION |
| The Welcome Party Inc | ||||||||
| 867 Boylston St | Suite 500 | Boston | MA | 02116 | 843511352 | 501 (C) (4) | $300,000 | IMPROVE EDUCATION |
| With Honor Action Inc | ||||||||
| PO Box 1115 | Alexandria | VA | 22313 | 821940227 | 501 (C) (4) | $250,000 | IMPROVE EDUCATION | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 8 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | ORGANIZATION 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOSEPH WILLIAMS | ||||||||||||||
| FORMER EDUCATION ADVOCACY DIRECTOR | $0 | $732,123 | $0 | $0 | $0 | $0 | $0 | $31,500 | $0 | $26,512 | $0 | $790,135 | $0 | $0 |
| SUSAN BROWN | ||||||||||||||
| ENVIRONMENTAL ADVOCACY DIRECTOR | $0 | $433,871 | $0 | $0 | $0 | $0 | $0 | $31,500 | $0 | $7,750 | $0 | $473,121 | $0 | $0 |
| CLAIRE VOORHEES | ||||||||||||||
| EDUCATION ADVOCACY DIRECTOR | $0 | $271,617 | $0 | $0 | $0 | $0 | $0 | $27,810 | $0 | $0 | $0 | $299,427 | $0 | $0 |
| ADAM ROGALSKI | ||||||||||||||
| ADVOCACY PROGRAM OFFICER | $0 | $243,559 | $0 | $0 | $0 | $0 | $0 | $23,749 | $0 | $26,512 | $0 | $293,820 | $0 | $0 |
| LAUREN PERRY | ||||||||||||||
| ADVOCACY PROGRAM OFFICER | $0 | $249,650 | $0 | $0 | $0 | $0 | $0 | $22,856 | $0 | $10,195 | $0 | $282,701 | $0 | $0 |
| BRIENNE BELLAVITE | ||||||||||||||
| ADVOCACY PROGRAM OFFICER | $0 | $247,860 | $0 | $0 | $0 | $0 | $0 | $21,183 | $0 | $7,746 | $0 | $276,789 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | Susan Brown is a participant in a non-qualified deferred compensation plan maintained by a related organization. The participant and the related organization contributed $6,130 to the non-qualified plan in calendar year 2023. Joseph Williams is a participant in a non-qualified deferred compensation plan maintained by a related organization. The participant and the related organization contributed $32,671 to the non-qualified plan in calendar year 2023. The total non-qualified contributions are included in the total compensation reported on this Form 990 for the participants. |
| Schedule J, Part I, Line 3 | COMPENSATION IS BASED ON A COMPARISON OF SIMILAR POSITIONS AT SIMILAR ORGANIZATIONS. COMPENSATION IS APPROVED ANNUALLY BY THE BOARD OF DIRECTORS. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTON ENTERPRISES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | Contributors/Board | RelationshipWithOrgTxt |
| Loan Purpose | MANAGEMENT SERVICES | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $471,819 | OriginalPrincipalAmt |
| Balance Due | $471,819 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $471,819 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTON ENTERPRISES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | CONTRIBUTORS/BOARD | RelationshipDescriptionTxt |
| Transaction | $1,794,776 | TransactionAmt |
| Transaction | ADMINISTRATIVE SERVICES | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 2 New program services | Please see detailed description on Part III, Line 4b. |
| 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. |
| Form 990, Part IX, Line 11g Other Fees | Consulting - Total Expense: 823697, Program Service Expense: 823697, Management and General Expenses: , Fundraising Expenses: ; |