2025-08-13T16:17:12-05:00 2024-09-30 521022232 SNYDER COHN PC 11200 ROCKVILLE PIKE SUITE 415 NORTH BETHESDA MD 20852 990 2023-10-01 273018135 CONFLUENCE PHILANTHROPY INC CONF 9179976577 215 LEXINGTON AVE 10TH FL NEW YORK NY 10016 DANA LANZA CEO 9179750191 2025-08-13 1 1 KEITH JENNINGS P01319883 3016526700 2025-08-13 2023 2025-03-06 01:10:19Z DANA LANZA 215 LEXINGTON AVE 10TH FL NEW YORK NY 10016 2556995 0 X WWW.CONFLUENCEPHILANTHROPY.ORG X 2010 NY CONFLUENCE PHILANTHROPY'S MISSION IS TO TRANSFORM THE PRACTICE OF INVESTING BY ALIGNING CAPITAL WITH OUR COMMUNITY'S VALUES OF SUSTAINABILITY, EQUITY, AND JUSTICE. 10 10 12 10 0 0 221550 1966904 3500 503481 21893 86610 0 0 246943 2556995 0 0 0 0 345740 1629098 0 0 96585 105552 903232 451292 2532330 -204349 24665 2377744 2573326 326900 497792 2050844 2075534 CONFLUENCE PHILANTHROPY'S MISSION IS TO TRANSFORM THE PRACTICE OF INVESTING BY ALIGNING CAPITAL WITH OUR COMMUNITY'S VALUES OF SUSTAINABILITY, EQUITY, AND JUSTICE. 0 0 1999280 503481 TO INCREASE MISSION RELATED INVESTING AMONG CHARITABLE FOUNDATIONS AND NON-PROFIT ORGANIZATIONS 1999280 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 25 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X DANA LANZA 9179976577 215 LEXINGTON AVE 10TH FL NEW YORK NY 10016 DANA LANZA CEO 40.00 X X 264547 0 27940 STACEY FAELLA TREASURER 0.50 X 0 0 0 IVAN FRISHBERG CHAIR 0.50 X 0 0 0 KATHLEEN SIMPSON VICE CHAIR 0.50 X 0 0 0 GREG RATLIFF BOARD MEMBER 0.50 X 0 0 0 BOB BANCROFT BOARD MEMBER 0.50 X 0 0 0 DAN CHU BOARD MEMBER 0.50 X 0 0 0 AIMEE CHRISTENEN BOARD MEMBER 0.50 X 0 0 0 FATIMA ANGELES BOARD MEMBER 0.50 X 0 0 0 ERIC STEPHENSON BOARD MEMBER 0.50 X 0 0 0 SANTHOSH RAMDOSS BOARD MEMBER 0.50 X 0 0 0 ROCHELLE WITHARANA BOARD MEMBER 0.50 X 0 0 0 MICHAEL FRANCISCO-MCGUIRE COO 40.00 X 164226 0 11049 SARAH DENICOLA PROGRAM DIRECTOR 40.00 X 120331 0 19018 JASON BABBIE VP OF PROGRAMS 40.00 X 176400 0 22466 725504 0 80473 4 0 1 0 KIWI PARTNERS INC 237 W 35TH ST NEW YORK NY 10001 ACCOUNTING SERVICES 115576 1 1185805 781099 1966904 REGISTRATION FEES 900099 445781 445781 PROGRAM REVENUE 900099 57700 57700 503481 86610 86610 2556995 503481 0 86610 429336 330589 64400 34347 934833 866797 25701 42335 47497 43154 2089 2254 122916 100090 13443 9383 94516 78803 11322 4391 11150 11150 100635 100635 241570 148223 93347 22524 14148 8376 56912 2858 54054 81280 70290 7115 3875 32910 31669 1241 309269 308933 336 4343 4343 5408 5408 BAD DEBT EXPENSE 27975 27975 SEMINARS & TRAINING 9256 3726 5530 2532330 1999280 436465 96585 182838 167502 1915889 2064962 235019 282912 45179 9894 6123 5515 3771 32483 0 6000 9000 2377744 2573326 326150 449042 48000 750 750 326900 497792 X 1925010 1887751 125834 187783 2050844 2075534 2377744 2573326 24665 25 0 X 0 1 X 0 0 X 1669225 2479501 2059447 1924570 1966904 10099647 1669225 2479501 2059447 1924570 1966904 10099647 600205 9499442 1568 7748 2303 53429 86610 151658 242464 3514 14796 563 690 262027 10513332 0.90360 0.85060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9894 6123 3771 3771 SECURITY DEPOSIT 750 750 X 2695435 138440 138440 2556995 0 2556995 2983621 451291 451291 2532330 0 2532330 PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX EFFECT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES, IF ANY, ARE ACCRUED AS A COMPONENT OF GENERAL AND ADMINISTRATIVE EXPENSES WHEN ASSESSED. THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. SIMILAR TO OTHER TAX-EXEMPT ORGANIZATIONS, THE ORGANIZATION IS SUBJECT TO TAX ON UNRELATED BUSINESS INCOME. TAX YEARS PRIOR TO 2021 ARE NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN REVENUE DUE TO AUDIT BEING BASED ON 15-MONTH PERIOD INTEREST INCOME PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN EXPENSES DUE TO AUDIT BEING BASED ON 15-MONTH PERIOD X X X 0 0 0 0 0 0 0 0 0 DANA LANZA CEO 264547 0 0 0 0 0 16058 0 11882 0 292487 0 0 0 JASON BABBIE VP OF PROGRAMS 176400 0 0 0 0 0 10584 0 11882 0 198866 0 0 0 MICHAEL FRANCISCO-MCGUIRE COO 164226 0 0 0 0 0 10068 0 981 0 175275 0 0 0 PART I, LINE 3 THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO INCLUDES A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. 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 AUDIT COMMITTEE GOES THROUGH OUR STATEMENTS FROM THE PAST YEAR, THEY TAKE NOTE TO QUESTION ANYTHING THAT MIGHT HAVE BEEN A CONFLICT OF INTEREST. BOARD MEMBERS KNOW TO BRING ANYTHING THAT COULD BE A POTENTIAL CONFLICT OF INTEREST UP WITH THE ENTIRE BOARD, SO THE BOARD CAN DECIDE HOW TO PROCEED. 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