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Confluence Philanthropy Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Nonmonetary Support N.E.C. (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$2.56M (2024)

Expenses
$2.53M (2024)

Total Assets
$2.57M (2024)

Total Liabilities
$498k (2024)

Years with multiple filings
Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,556,995
Expenses
$2,532,330
Net Income
$24,665
Net Assets
$2,075,534
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,966,904
76.9%
Program Services $503,481
19.7%
Investment Income $86,610
3.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $429,336
17.0%
Professional Fundraising Fees $0
Other Salaries and Wages $934,833
36.9%
Assets/Debt
Total Assets $2,573,326
Total Liabilities $497,792
Net Assets $2,075,534
Compensation
Key Employees and Officers Compensation Related Other
Dana Lanza (Ceo) $264,547 $0 $27,940
Jason Babbie (Vp Of Programs) $176,400 $0 $22,466
Michael Francisco Mcguire (Coo) $164,226 $0 $11,049
Sarah Denicola (Program Director) $120,331 $0 $19,018
Stacey Faella (Treasurer) $0 $0 $0
Ivan Frishberg (Chair) $0 $0 $0
Kathleen Simpson (Vice Chair) $0 $0 $0
Greg Ratliff (Board Member) $0 $0 $0
Bob Bancroft (Board Member) $0 $0 $0
Dan Chu (Board Member) $0 $0 $0
Aimee Christenen (Board Member) $0 $0 $0
Fatima Angeles (Board Member) $0 $0 $0
Eric Stephenson (Board Member) $0 $0 $0
Santhosh Ramdoss (Board Member) $0 $0 $0
Rochelle Witharana (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$246,943
Expenses
$451,292
Net Income
-$204,349
Net Assets
$2,050,844
Notable Sources of Revenue Percent of Total Revenue
Contributions $221,550
89.7%
Program Services $3,500
1.4%
Investment Income $21,983
8.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $122,332
27.1%
Professional Fundraising Fees $0
Other Salaries and Wages $176,480
39.1%
Assets/Debt
Total Assets $2,377,744
Total Liabilities $326,900
Net Assets $2,050,844

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,376,299
Expenses
$2,278,807
Net Income
$97,492
Net Assets
$2,258,651
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,924,570
81.0%
Program Services $396,367
16.7%
Investment Income $53,429
2.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,933
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $464,356
20.4%
Professional Fundraising Fees $0
Other Salaries and Wages $725,183
31.8%
Assets/Debt
Total Assets $2,635,091
Total Liabilities $376,440
Net Assets $2,258,651
Compensation
Key Employees and Officers Compensation Related Other
Dana Lanza (Ceo) $243,799 $0 $30,482
Michael Francisco Mcguire (Coo) $161,049 $0 $9,682
Jason Babbie (Vp Of Programs) $153,198 $0 $19,284
David Estrada Resigned By Year End (Managing Director) $139,764 $0 $18,243
Sarah Denicola (Program Director) $113,175 $0 $23,586
Sarnai Chuluunbaatar (Member Relations Director) $112,788 $0 $6,974
Stacey Faella (Treasurer) $0 $0 $0
Ivan Frishberg (Chair) $0 $0 $0
Kathleen Simpson (Vice Chair) $0 $0 $0
Greg Ratliff (Board Member) $0 $0 $0
Bob Bancroft (Board Member) $0 $0 $0
Dan Chu (Board Member) $0 $0 $0
Aimee Christenen (Board Member) $0 $0 $0
Fatima Angeles (Board Member) $0 $0 $0
Eric Stephenson (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,376,409
Expenses
$2,335,059
Net Income
$41,350
Net Assets
$2,152,240
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,059,447
86.7%
Program Services $299,656
12.6%
Investment Income $2,303
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $15,003
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $443,910
19.0%
Professional Fundraising Fees $0
Other Salaries and Wages $690,549
29.6%
Assets/Debt
Total Assets $2,528,677
Total Liabilities $376,437
Net Assets $2,152,240
Compensation
Key Employees and Officers Compensation Related Other
Dana Lanza (Ceo) $209,967 $0 $24,312
David Estrada (Managing Director) $150,673 $0 $20,280
Michael Francisco Mcguire (Coo) $124,997 $0 $9,600
Sarah Denicola (Program Director) $100,417 $0 $13,775
Stacey Faella (Board Member) $0 $0 $0
Ivan Frishberg (Chair) $0 $0 $0
Kathleen Simpson (Treasurer) $0 $0 $0
Greg Ratliff (Board Member) $0 $0 $0
Bob Bancroft (Vice Chair) $0 $0 $0
Loren Blackford (Board Member) $0 $0 $0
Aimee Christenen (Board Member) $0 $0 $0
Fatima Angeles (Board Member) $0 $0 $0
Eric Stephenson (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,622,242
Expenses
$1,490,400
Net Income
$1,131,842
Net Assets
$2,133,348
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,307,376
88.0%
Program Services $303,603
11.6%
Investment Income $965
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $6,784
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,514
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $223,738
15.0%
Professional Fundraising Fees $0
Other Salaries and Wages $479,032
32.1%
Assets/Debt
Total Assets $2,455,655
Total Liabilities $322,307
Net Assets $2,133,348
Compensation
Key Employees and Officers Compensation Related Other
Dana Lanza (Ceo Secretary) $190,589 $0 $21,490
David Estrada (Managing Director) $142,344 $0 $21,255
Mark Spalding (Director) $0 $0 $0
Jeff Rosen (Director) $0 $0 $0
Danny Kennedy (Director) $0 $0 $0
Diana Trump (Director) $0 $0 $0
Stacey Faella (Audit Committee Chair) $0 $0 $0
Dan Chu (Board Chair) $0 $0 $0
Fatima Angeles (Director) $0 $0 $0
Ivan Frishberg (Vice Chair) $0 $0 $0
Kathleen Simpson (Treasurer) $0 $0 $0
Greg Ratliff (Director) $0 $0 $0
Bob Bancroft (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,916,836
Expenses
$1,548,572
Net Income
$368,264
Net Assets
$985,730
Notable Sources of Revenue Percent of Total Revenue
Contributions $409,600
21.4%
Program Services $1,462,595
76.3%
Investment Income $1,568
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $39,062
2.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,011
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $190,800
12.3%
Professional Fundraising Fees $0
Other Salaries and Wages $460,749
29.8%
Assets/Debt
Total Assets $1,280,512
Total Liabilities $294,782
Net Assets $985,730
Compensation
Key Employees and Officers Compensation Related Other
Dana Lanza (Ceosecretary) $193,263 $0 $26,908
David Estrada (Managing Director) $127,344 $0 $17,361
Lorenzo J De Rosenzweig Pasquel (Director) $0 $0 $0
Dan Chu (Director) $0 $0 $0
Stacey Faella (Director) $0 $0 $0
Diana Trump (Director) $0 $0 $0
Jeff Rosen (Audit Committee Chair) $0 $0 $0
Mark J Spalding (Board Chair) $0 $0 $0
Lisa Renstrom (Vice Chair) $0 $0 $0
Danny Kennedy (Treasurer) $0 $0 $0
Fatima Amgeles (Vice President Of Programs) $0 $0 $0
Ivan Frishberg (First Vice President) $0 $0 $0
Greg Ratliff (Vice President) $0 $0 $0
Shuaib Siddiqui (Director Of Impact Investing) $0 $0 $0
Kathleen Simpson (Chief Executive Officer) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,715,154
Expenses
$1,646,370
Net Income
$68,784
Net Assets
$617,466
Notable Sources of Revenue Percent of Total Revenue
Contributions $283,440
16.5%
Program Services $1,399,575
81.6%
Investment Income $1,551
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $29,966
1.7%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $622
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $180,000
10.9%
Professional Fundraising Fees $0
Other Salaries and Wages $550,612
33.4%
Assets/Debt
Total Assets $795,337
Total Liabilities $177,871
Net Assets $617,466
Compensation
Key Employees and Officers Compensation Related Other
Dana Lanza (Ceosecretary) $168,487 $0 $28,796
David Estrada (Managing Director) $130,000 $0 $19,726
Lorenzo J De Rosenzweig Pasquel (Director) $0 $0 $0
Dan Chu (Director) $0 $0 $0
Stacey Faella (Director) $0 $0 $0
Diana Trump (Director) $0 $0 $0
Jeff Rosen (Audit Committee Chair) $0 $0 $0
Mark J Spalding (Board Chair) $0 $0 $0
Lisa Renstrom (Vice Chair) $0 $0 $0
Danny Kennedy (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,383,475
Expenses
$1,403,720
Net Income
-$20,245
Net Assets
$548,682
Notable Sources of Revenue Percent of Total Revenue
Contributions $135,256
9.8%
Program Services $1,231,211
89.0%
Investment Income $1,130
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $15,878
1.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $166,960
11.9%
Professional Fundraising Fees $0
Other Salaries and Wages $498,325
35.5%
Assets/Debt
Total Assets $740,444
Total Liabilities $191,762
Net Assets $548,682
Compensation
Key Employees and Officers Compensation Related Other
Dana Lanza (Ceosecretary) $136,846 $0 $25,453
Bruce Kahn (Director) $0 $0 $0
Lorenzo J De Rosenweig Pasquel (Director) $0 $0 $0
Shawn Ginwright (Director) $0 $0 $0
Dan Chu (Director) $0 $0 $0
Stacey Faella (Director) $0 $0 $0
Diana Trump (Director) $0 $0 $0
Jeff Rosen (Audit Committee Chair) $0 $0 $0
Mark J Spalding (Board Chair) $0 $0 $0
Lisa Renstrom (Vice Chair) $0 $0 $0
Danny Kennedy (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,037,198
Expenses
$1,046,605
Net Income
-$9,407
Net Assets
$568,927
Notable Sources of Revenue Percent of Total Revenue
Contributions $186,000
17.9%
Program Services $840,528
81.0%
Investment Income $656
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $10,014
1.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $135,428
12.9%
Professional Fundraising Fees $0
Other Salaries and Wages $328,014
31.3%
Assets/Debt
Total Assets $641,618
Total Liabilities $72,691
Net Assets $568,927
Compensation
Key Employees and Officers Compensation Related Other
Dana Lanza (Ceosecretary) $131,978 $0 $21,581
Mark J Spalding (Director) $0 $0 $0
Jeff Pace (Director) $0 $0 $0
Lorenzo J De Rosenweig Pasquel (Director) $0 $0 $0
Shawn Ginwright (Director) $0 $0 $0
Jeff Rosen (Vice Chair) $0 $0 $0
Bruce Kahn (Treasurer) $0 $0 $0
Lisa Renstrom (Board Chair) $0 $0 $0
Geraldine Watson (Audit Committee Chair) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,104,977
Expenses
$752,355
Net Income
$352,622
Net Assets
$578,334
Notable Sources of Revenue Percent of Total Revenue
Contributions $328,884
29.8%
Program Services $775,929
70.2%
Investment Income $164
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $132,936
17.7%
Professional Fundraising Fees $718
0.1%
Other Salaries and Wages $189,126
25.1%
Assets/Debt
Total Assets $674,990
Total Liabilities $96,656
Net Assets $578,334
Compensation
Key Employees and Officers Compensation Related Other
Dana Lanza (Ceosecretary) $127,170 $0 $21,341
Mark J Spalding (Director) $0 $0 $0
Jeff Pace (Director) $0 $0 $0
Lorenzo J De Rosenzweig Pasquel (Director) $0 $0 $0
Lisa Renstrom (Board Chair) $0 $0 $0
Bruce Kahn (Treasurer) $0 $0 $0
Geraldine Watson (Audit Committee Chair) $0 $0 $0
Jeff Rosen (Vice Chair) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$629,870
Expenses
$627,388
Net Income
$2,482
Net Assets
$225,712
Notable Sources of Revenue Percent of Total Revenue
Contributions $93,772
14.9%
Program Services $532,508
84.5%
Investment Income $193
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$97
Net Inventory Sales $0
Other Revenue $3,494
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $139,308
22.2%
Professional Fundraising Fees $2,612
0.4%
Other Salaries and Wages $139,093
22.2%
Assets/Debt
Total Assets $250,355
Total Liabilities $24,643
Net Assets $225,712
Compensation
Key Employees and Officers Compensation Related Other
Dana Lanza (Ceosecretary) $120,834 $0 $20,219
Suzanne Biegal (Director) $0 $0 $0
Jon Jensen (Director) $0 $0 $0
Mark J Spalding (Director) $0 $0 $0
Lisa Renstrom (Vice Chair) $0 $0 $0
Bruce Kahn (Treasurer) $0 $0 $0
Geraldine Watson (Board Chair) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$510,146
Expenses
$468,965
Net Income
$41,181
Net Assets
$223,230
Notable Sources of Revenue Percent of Total Revenue
Contributions $78,700
15.4%
Program Services $431,327
84.5%
Investment Income $119
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $123,300
26.3%
Professional Fundraising Fees $0
Other Salaries and Wages $80,958
17.3%
Assets/Debt
Total Assets $227,710
Total Liabilities $4,480
Net Assets $223,230
Compensation
Key Employees and Officers Compensation Related Other
Dana Lanza (Ceosecretary) $132,800 $0 $15,156
Lisa Monzon (Director) $0 $0 $0
Doug Bauer (Chairman) $0 $0 $0
Suzanne Biegal (Vice Chair) $0 $0 $0
Jon Jensen (Aud Comm Chair) $0 $0 $0
Geraldine Watson (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$430,876
Expenses
$394,924
Net Income
$35,952
Net Assets
$181,987
Notable Sources of Revenue Percent of Total Revenue
Contributions $62,150
14.4%
Program Services $368,583
85.5%
Investment Income $143
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $120,000
30.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $213,119
Total Liabilities $31,132
Net Assets $181,987

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$407,028
Expenses
$315,754
Net Income
$91,274
Net Assets
$146,035
Notable Sources of Revenue Percent of Total Revenue
Contributions $80,409
19.8%
Program Services $326,064
80.1%
Investment Income $555
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $93,777
29.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $163,599
Total Liabilities $17,564
Net Assets $146,035

Document Links

Fiscal Year Ending July
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$296,239
Expenses
$241,478
Net Income
$54,761
Net Assets
$54,761
Notable Sources of Revenue Percent of Total Revenue
Contributions $111,461
37.6%
Program Services $184,658
62.3%
Investment Income $120
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $104,822
43.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $94,510
Total Liabilities $39,749
Net Assets $54,761

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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