CONFLUENCE PHILANTHROPY INC

EIN: 273018135 501(c)(3) Philanthropy & Grantmaking

NEW YORK, NY

Total Revenue
$2,556,995
Total Expenses
$2,532,330
Total Assets
$2,573,326
Net Assets
$2,075,534
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
NY
Principal Officer
DANA LANZA
Phone
9179976577
Tax Period
2023-10-01 to 2024-09-30

CONFLUENCE PHILANTHROPY INC, founded in 2010, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.6M in total revenue in fiscal year 2023. Revenue surged 935% from the prior year, signaling strong growth momentum.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,966,904
Program Service Revenue $503,481
Investment Income $86,610
Other Revenue $0
TOTAL REVENUE $2,556,995

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,629,098
Fundraising Expenses $96,585
Program Expenses $1,999,280
Other Expenses $903,232
TOTAL EXPENSES $2,532,330

Year-over-Year Comparison

2023 2022 Change
Revenue $2,556,995 $246,943 +9.4%
Expenses $2,532,330 $451,292 +4.6%
Net Income $24,665 $-204,349 -1.1%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
10
Independent Members
10
Employees
12
Volunteers
10

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$467,762
Total Directors
12
$292,487
Key Employees
0
$0
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DANA LANZA CEO 40.00
Officer Director
$264,547 $27,940 $292,487
STACEY FAELLA TREASURER 0.50
Director
$0 $0 $0
IVAN FRISHBERG CHAIR 0.50
Director
$0 $0 $0
KATHLEEN SIMPSON VICE CHAIR 0.50
Director
$0 $0 $0
GREG RATLIFF BOARD MEMBER 0.50
Director
$0 $0 $0
BOB BANCROFT BOARD MEMBER 0.50
Director
$0 $0 $0
DAN CHU BOARD MEMBER 0.50
Director
$0 $0 $0
AIMEE CHRISTENEN BOARD MEMBER 0.50
Director
$0 $0 $0
FATIMA ANGELES BOARD MEMBER 0.50
Director
$0 $0 $0
ERIC STEPHENSON BOARD MEMBER 0.50
Director
$0 $0 $0
SANTHOSH RAMDOSS BOARD MEMBER 0.50
Director
$0 $0 $0
ROCHELLE WITHARANA BOARD MEMBER 0.50
Director
$0 $0 $0
MICHAEL FRANCISCO-MCGUIRE COO 40.00
Officer
$164,226 $11,049 $175,275
SARAH DENICOLA PROGRAM DIRECTOR 40.00
Highest
$120,331 $19,018 $139,349
JASON BABBIE VP OF PROGRAMS 40.00
Highest
$176,400 $22,466 $198,866
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $2,556,995 $2,532,330 $2,573,326 $24,665
2023 $2,376,299 $2,278,807 $2,635,091 $97,492
2022 $2,376,409 $2,335,059 $2,528,677 $41,350
2021 $2,622,242 $1,490,400 $2,455,655 $1,131,842
2021 $2,622,242 $1,512,875 $2,443,655 $1,109,367
2020 $1,916,836 $1,548,572 $1,280,512 $368,264
2019 $1,715,154 $1,646,370 $795,337 $68,784
2018 $1,383,475 $1,403,720 $740,444 $-20,245
2018 $1,383,475 $1,403,720 $740,444 $-20,245
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