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Nonprofit · EIN 27-3018135

CONFLUENCE PHILANTHROPY INC

Tax-exempt · NEW YORK, NY 10016

Financials

$2.6M$2.5M2023$2.5M$2.4M2024
Revenue Expenses · by fiscal year end
Financials of CONFLUENCE PHILANTHROPY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$2,501,474$2,368,995$132,479$2,703,441$352,179$2,351,262
September 30, 2024990$2,556,995$2,532,330$24,665$2,573,326$497,792$2,075,534
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$2,022,111
Membership dues
$835,215
Program service revenue
$395,786
Investment income
$72,060
Other revenue
$11,517

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$606,162
Other salaries and wages
$772,271
Salaries, compensation and benefits (total)
$1,580,751
Professional fundraising fees
$0
Legal fees
$51,854
Accounting fees
$73,960
Occupancy
$71,999
Travel
$43,050
Depreciation
$3,183
Program services (functional)
$1,832,118
Management and general (functional)
$441,802
Fundraising (functional)
$95,075

Balance sheet and other

Total assets, start of year
$2,573,326
Total assets, end of year
$2,703,441
Total liabilities, end of year
$352,179
Net assets, end of year
$2,351,262
Land, buildings and equipment
$6,185
Net assets without donor restrictions
$1,945,153
Net assets with donor restrictions
$406,109
Gross receipts
$2,501,474
Employees
14
Volunteers
7
Year formed
2010
State of legal domicile
NY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
DANA LANZACEO
Trustee or director, Officer
40$298,932$31,196
MICHAEL FRANCISCO-MCGUIRECXO
Officer
40$175,277$16,919
SARAH DENICOLAVP OF PROGRAMS
Highest-paid employee
40$135,233$20,598
LAURIN LIUCOMMUNICATIONS DIRECTOR
Highest-paid employee
40$115,623$11,763
ROSINA BARBACFO THRU OCTOBER 2024
Officer
40$105,589$7,383
GREG RATLIFFCHAIR
Trustee or director
0.5$0$0
ROCHELLE WITHARANAVICE CHAIR
Trustee or director
0.5$0$0
SANTHOSH RAMDOSSTREASURER
Trustee or director
0.5$0$0
KUNLE APAMPABOARD MEMBER
Trustee or director
0.5$0$0
DAN CHUBOARD MEMBER
Trustee or director
0.5$0$0
LOURDES RODRIGUEZBOARD MEMBER
Trustee or director
0.5$0$0
ERIC STEPHENSONBOARD MEMBER
Trustee or director
0.5$0$0
KATHLEEN SIMPSONBOARD MEMBER
Trustee or director
0.5$0$0
FATIMA ANGELESBOARD MEMBER
Trustee or director
0.5$0$0
IVAN FIRSHBERGBOARD MEMBER
Trustee or director
0.5$0$0
2 more people on this return
NameTitleHours / weekCompensation
AIMEE CHRISTENENBOARD MEMBER
Trustee or director
0.5$0
STACEY FAELLABOARD MEMBER
Trustee or director
0.5$0
990 for the year ended September 30, 2024: 15 people
NameTitleHours / weekCompensationOther / benefits
DANA LANZACEO
Trustee or director, Officer
40$264,547$27,940
JASON BABBIEVP OF PROGRAMS
Highest-paid employee
40$176,400$22,466
MICHAEL FRANCISCO-MCGUIRECOO
Officer
40$164,226$11,049
SARAH DENICOLAPROGRAM DIRECTOR
Highest-paid employee
40$120,331$19,018
STACEY FAELLATREASURER
Trustee or director
0.5$0$0
IVAN FRISHBERGCHAIR
Trustee or director
0.5$0$0
KATHLEEN SIMPSONVICE CHAIR
Trustee or director
0.5$0$0
GREG RATLIFFBOARD MEMBER
Trustee or director
0.5$0$0
BOB BANCROFTBOARD MEMBER
Trustee or director
0.5$0$0
DAN CHUBOARD MEMBER
Trustee or director
0.5$0$0
AIMEE CHRISTENENBOARD MEMBER
Trustee or director
0.5$0$0
FATIMA ANGELESBOARD MEMBER
Trustee or director
0.5$0$0
ERIC STEPHENSONBOARD MEMBER
Trustee or director
0.5$0$0
SANTHOSH RAMDOSSBOARD MEMBER
Trustee or director
0.5$0$0
ROCHELLE WITHARANABOARD MEMBER
Trustee or director
0.5$0$0

Address and contacts

Address (IRS master file)
215 LEXINGTON AVE 10TH FL, NEW YORK, NY 10016-6023
Principal officer (990 for 2024)
DANA LANZA, 215 LEXINGTON AVE 10TH FL, NEW YORK, NY 10016
Signed the 990
DANA LANZA, CEO
Phone
(917) 997-6577
Return prepared by
SNYDER COHN PC

Mission

CONFLUENCE PHILANTHROPY'S MISSION IS TO TRANSFORM THE PRACTICE OF INVESTING BY ALIGNING CAPITAL WITH OUR COMMUNITY'S VALUES OF SUSTAINABILITY, EQUITY, AND JUSTICE.

990 for the year ended September 30, 2025

Program accomplishments

  • TO INCREASE MISSION RELATED INVESTING AMONG CHARITABLE FOUNDATIONS AND NON-PROFIT ORGANIZATIONS
    Expenses $1,832,118 · revenue $395,786

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990 on file
2023September 30, 2024February 17, 2025990 on file

IRS record

EIN
27-3018135
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2011
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,703,441
Income (IRS master file)
$2,501,474

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$2,501,474$2,368,995$2,703,441XML
990September 2024$2,556,995$2,532,330$2,573,326XML
990June 2023$2,376,299$2,278,807$2,635,091IRS
990June 2022$2,376,409$2,335,059$2,528,677IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-3018135).

Questions about CONFLUENCE PHILANTHROPY INC

What is the EIN of CONFLUENCE PHILANTHROPY INC?
The employer identification number (EIN) of CONFLUENCE PHILANTHROPY INC is 27-3018135.
Is CONFLUENCE PHILANTHROPY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to CONFLUENCE PHILANTHROPY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CONFLUENCE PHILANTHROPY INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CONFLUENCE PHILANTHROPY INC due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CONFLUENCE PHILANTHROPY INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of CONFLUENCE PHILANTHROPY INC?
The 990 for the year ended September 30, 2025 names DANA LANZA.
Who are the officers and directors of CONFLUENCE PHILANTHROPY INC?
The 990 for the year ended September 30, 2025 lists 17 people; 5 received compensation from the organization, the highest $298,932 (DANA LANZA, CEO).
How much revenue does CONFLUENCE PHILANTHROPY INC have?
On its 990 for the year ended September 30, 2025 it reported revenue of $2,501,474, expenses of $2,368,995 and total assets of $2,703,441 at year end.

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