2023-09-15T15:30:18+00:00 2022-12-31 621665434 WALTON ENTERPRISES LLC PO BOX 1860 BENTONVILLE AR 72712 990 2022-01-01 474884653 Confluence Advocacy Inc (FKA Walton Education Coalition Inc) CONF 4794641500 PO BOX 1860 BENTONVILLE AR 72712 CLAIRE VOORHEES EDUCATION ADVOCACY DIRECTOR 2023-09-15 true CLAIRE VOORHEES 999009999 LUKE C MITCHELL P03095207 4794641500 2022 2023-04-26 12:10:37Z X CLAIRE VOORHEES PO BOX 1860 BENTONVILLE AR 72712 2500000 false X N/A X 2015 DE 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 U.S. 3 3 0 3 0 0 3450000 2500000 0 0 0 3450000 2500000 1350000 900000 0 0 0 0 1477374 2012824 2827374 2912824 622626 -412824 905003 539696 467382 514039 437621 25657 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. false false 2267793 900000 PERFORMING ADMINISTRATIVE AND EDUCATIONAL ASSISTANCE TO INDIVIDUALS AND TAX-EXEMPT ORGANIZATIONS TO PROMOTE EDUCATION REFORM AND ADVOCACY. 2267793 false true false false false false false false false true false false false false false false false false false false false false false false false false true false true false false false true false false false true false false false false false false false false true 19 0 true 0 false false false false false false false false X 3 3 true false true false true false false true false false true true true true false false true true false X Kailey Larkins 4794641500 PO BOX 1860 BENTONVILLE AR 72712 ALICE A PROIETTI DIRECTOR (from 01/01/2022 - 12/27/2022) 1.0 0 X 0 0 0 JIM C WALTON DIRECTOR 1.0 0 X 0 0 0 LUKAS WALTON DIRECTOR (From 12/27/2022) 1.0 0 X 0 0 0 TOM WALTON DIRECTOR (from 12/27/2022) 1.0 0.0 X 0 0 0 CLAIRE VOORHEES EDUCATION ADVOCACY DIRECTOR 40.0 0 X 0 270460 34476 ERIKA J BELFIORE SECRETARY/TREASURER (From 12/27/2022) 8.0 0 X 0 88636 28784 SUSAN BROWN Environmental Advocacy Director (From 12/27/2022) 40.0 0 X 0 337298 46979 Adam Rogalski Advocacy Program Officer 40.0 0.0 X 0 221006 45437 BRIENNE BELLAVITE Advocacy Program Officer 40.0 0 X 0 224319 25801 Lauren Perry Advocacy Program Officer 40.0 0 X 0 222605 29695 JOSEPH WILLIAMS FORMER EDUCATION ADVOCACY DIRECTOR 0.0 0 X 0 673763 53841 0 2038088 265013 0 true true false Walton Enterprises LLC PO Box 1860 Bentonville AR 72712 Administrator/Management Fees 1384119 WPAI HOLDINGS LLC 3317 E MEMORIAL RD SUITE 201 Edmond OK 73013 CONSULTING 130700 THE WELCOME PARTY 867 Boylston Street Suite 500 Boston MA 02116 CONSULTING 125000 3 2500000 2500000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2500000 0 0 0 X 900000 900000 1235337 741202 494135 59450 59450 18730 18730 304488 304488 0 0 940 940 1855 1855 26584 26584 39558 23735 15823 8238 8238 Program Evaluation Services 167668 167668 Polling - Education Issues 130700 130700 Matching Contribution Program 14841 14841 Dues and Subscriptions 4001 4001 434 0 434 0 2912824 2267793 645031 0 822724 463508 0 0 0 0 123977 55822 74246 68155 0 0 8033 8033 905003 539696 31671 11201 435711 502838 0 0 467382 514039 X 437621 25657 437621 25657 905003 539696 X -412824 860 X false false false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 123977 55822 68155 68155 true Center for Innovative Policy 1225 Eye Street NW 1100 Washington DC 20005 020747896 501 (C) (4) 100000 IMPROVE EDUCATION NewDEAL 700 K Street NW Suite 300 Washington DC 20001 273147985 501 (C) (4) 100000 IMPROVE EDUCATION New Democracy 1156 15th Street NW Suite 400 Washington DC 20005 043181246 501 (C) (4) 100000 IMPROVE EDUCATION REPUBLICAN GOVERNORS PUBLIC POLICY COMMITTEE INC 1747 Pennsylvania Ave NW Suite 250 Washington DC 20006 200309803 501 (C) (4) 100000 IMPROVE EDUCATION State Government Leadership Foundation 1201 F St NW Ste 675 Washington DC 20004 200505849 501 (C) (4) 250000 IMPROVE EDUCATION With Honor Action Inc PO Box 1115 Alexandria VA 22313 821940227 501 (C) (4) 250000 IMPROVE EDUCATION 0 6 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. 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. X false true false false false false false false false JOSEPH WILLIAMS FORMER EDUCATION ADVOCACY DIRECTOR 0 673763 0 0 0 0 0 29600 0 24241 0 727604 0 0 CLAIRE VOORHEES EDUCATION ADVOCACY DIRECTOR 0 270460 0 0 0 0 0 22277 0 12199 0 304935 0 0 SUSAN BROWN Environmental Advocacy Director (From 12/27/2022) 0 337298 0 0 0 0 0 28888 0 18091 0 384277 0 0 BRIENNE BELLAVITE Advocacy Program Officer 0 224319 0 0 0 0 0 18807 0 6994 0 250121 0 0 Adam Rogalski Advocacy Program Officer 0 221006 0 0 0 0 0 21196 0 24241 0 266443 0 0 Lauren Perry Advocacy Program Officer 0 222605 0 0 0 0 0 20364 0 9331 0 252300 0 0 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 $1,431 to the non-qualified plan in calendar year 2022. Joseph Williams is a participant in a non-qualified deferred compensation plan maintained by a related organization. The participant and the related organization contributed $26,061 to the non-qualified plan in calendar year 2022. 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. WALTON ENTERPRISES LLC Contributors/Board MANAGEMENT SERVICES X 502838 502838 false true true 502838 WALTON ENTERPRISES LLC CONTRIBUTORS/BOARD 1384119 ADMINISTRATIVE SERVICES false Form 990, Part I, Line 1 "WALTON CONSERVATION COALITION, INC." MERGED INTO THE ORGANIZATION UNDER THE NAME "CONFLUENCE ADVOCACY, INC." ON DECEMBER 27, 2022. THE PROGRAMS AND ACTIVITIES FROM "WALTON CONSERVATION COALITION, INC. THE ORGANIZATION HAVE NOW BEEN INTEGRATED INTO "CONFLUENCE ADVOCACY, INC." 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 ALICE PROIETTI, DIRECTOR; JIM C. WALTON, DIRECTOR; TOM WALTON, DIRECTOR,; LUKAS WALTON, DIRECTOR; - Family relationship Form 990, Part VI, Line 4 Significant changes to organizational documents THE ORGANIZATION CHANGED ITS NAME TO CONFLUENCE ADVOCACY, INC. THE FOLLOWING ARE SIGNIFICANT CHANGES MADE TO THE BYLAWS OF THE ORGANIZATION: 1. ADDITION OF ENVIRONMENTAL ADVOCACY DIRECTOR OFFICER - THE ENVIRONMENTAL ADVOCACY DIRECTOR WILL BE RESPONSIBLE FOR OVERSEEING THE ENVIRONMENTAL ADVOCACY PROGRAM. 2. ADDITION OF NWA & THE DELTA REGION OF AR & MS ADVOCACY DIRECTOR - THE ADVOCACY DIRECTOR WILL BE RESPONSIBLE FOR OVERSEEING THE NWA & DELTA REGION ADVOCACY PROGRAM. 3. ADDITION OF SECRETARY OFFICER - THE SECRETARY WILL PERFORM ALL DUTIES INCIDENT TO THE OFFICE OF SECRETARY AND SUCH OTHER DUTIES AS FROM TIME TO TIME MAY BE ASSIGNED BY THE PRESIDENT OR THE BOARD OF DIRECTORS. 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: 304488, Program Service Expense: 304488, Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances TRANSFER OF NET ASSETS FROM MERGER - 860;