2026-08-07T11:01:32-05:00 2025-09-30 521022232 SNYDER COHN PC 11200 ROCKVILLE PIKE SUITE 415 NORTH BETHESDA MD 20852 990 2024-10-01 273018135 CONFLUENCE PHILANTHROPY INC CONF 9179976577 215 LEXINGTON AVE 10TH FL NEW YORK NY 10016 DANA LANZA CEO 9179750191 2026-08-04 1 0 KEITH JENNINGS P01319883 3016526700 2026-08-04 2024 2025-03-06 01:10:19Z DANA LANZA 215 LEXINGTON AVE 10TH FL NEW YORK NY 10016 2501474 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. 7 7 14 7 0 0 1966904 2022111 503481 395786 86610 72060 0 11517 2556995 2501474 0 0 0 0 1629098 1580751 0 0 95075 903232 788244 2532330 2368995 24665 132479 2573326 2703441 497792 352179 2075534 2351262 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 1832118 395786 TO INCREASE MISSION RELATED INVESTING AMONG CHARITABLE FOUNDATIONS AND NON-PROFIT ORGANIZATIONS 1832118 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 1 0 0 0 0 1 17 0 1 14 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 7 7 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 298932 0 31196 MICHAEL FRANCISCO-MCGUIRE CXO 40.00 X 175277 0 16919 ROSINA BARBA CFO THRU OCTOBER 2024 40.00 X 105589 0 7383 SARAH DENICOLA VP OF PROGRAMS 40.00 X 135233 0 20598 LAURIN LIU COMMUNICATIONS DIRECTOR 40.00 X 115623 0 11763 GREG RATLIFF CHAIR 0.50 X 0 0 0 ROCHELLE WITHARANA VICE CHAIR 0.50 X 0 0 0 SANTHOSH RAMDOSS TREASURER 0.50 X 0 0 0 KUNLE APAMPA BOARD MEMBER 0.50 X 0 0 0 DAN CHU BOARD MEMBER 0.50 X 0 0 0 LOURDES RODRIGUEZ BOARD MEMBER 0.50 X 0 0 0 ERIC STEPHENSON BOARD MEMBER 0.50 X 0 0 0 KATHLEEN SIMPSON BOARD MEMBER 0.50 X 0 0 0 FATIMA ANGELES BOARD MEMBER 0.50 X 0 0 0 IVAN FIRSHBERG BOARD MEMBER 0.50 X 0 0 0 AIMEE CHRISTENEN BOARD MEMBER 0.50 X 0 0 0 STACEY FAELLA BOARD MEMBER 0.50 X 0 0 0 830654 0 87859 5 0 1 0 0 835215 1186896 2022111 REGISTRATION FEES 900099 394202 394202 PROGRAM REVENUE 900099 1584 1584 395786 72060 72060 MISCELLANEOUS REVENUE 900099 11517 11517 11517 2501474 395786 0 83577 606162 450156 102014 53992 772271 691588 52848 27835 21305 19920 1385 84116 14754 69362 96897 79148 12377 5372 51854 43791 8063 73960 73960 72448 61262 11186 35847 10278 25569 53054 4445 48609 71999 60331 7857 3811 43050 36073 4698 2279 355884 354032 1852 3183 3183 9798 9798 BAD DEBT EXPENSE 9600 9600 SEMINARS & TRAINING 7567 6340 826 401 2368995 1832118 441802 95075 167502 118984 2064962 2267022 282912 274241 45179 28009 15490 9305 3771 6185 9000 9000 2573326 2703441 449042 351429 48000 750 750 497792 352179 X 1887751 1945153 187783 406109 2075534 2351262 2573326 2703441 X 132479 143249 0 X 0 1 X 0 0 X 2479501 2059447 1924570 1966904 2022111 10452533 2479501 2059447 1924570 1966904 2022111 10452533 889100 9563433 7748 2303 53429 86610 72060 222150 3514 14796 563 690 11517 31080 10705763 1741785 0.89330 0.90360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15490 9305 6185 6185 SECURITY DEPOSIT 750 750 X 2501474 0 2501474 0 2501474 2368995 0 2368995 0 2368995 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 2022 ARE NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. X X X 0 0 0 0 0 0 0 0 0 DANA LANZA CEO 298932 0 0 0 0 0 18677 0 12519 0 330128 0 0 0 MICHAEL FRANCISCO-MCGUIRE CXO 175277 0 0 0 0 0 11390 0 5529 0 192196 0 0 0 SARAH DENICOLA VP OF PROGRAMS 135233 0 0 0 0 0 8079 0 12519 0 155831 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 FORM 990, PART XI, LINE 8 THE PRIOR PERIOD ADJUSTMENT RELATES TO THE OVERACCRUAL OF WAGES PAYABLE AT YEAR-END, AND THE OMISSION OF A GRANT RECEIVABLE AND THE RELATED GRANT REVENUE THAT SHOULD HAVE BEEN RECOGNIZED IN FISCAL YEAR 2024. CONFLUENCE OVERVIEW EFFECT LLC 215 LEXINGTON AVE 10TH FL NEW YORK NY 10016 394345555 PROVIDE EDUCATION AND BUSINESS CONNECTIVITY DE 0 0 CONFLUENCE PHILANTHROPY INC