Confluence Advocacy Inc (EIN 474884653) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Phone

4794641500

Tax Period

2024-01-01 to 2024-12-31

WALTON EDUCATION COALITION INC, founded in 2015, is a community nonprofit in the Education sector that reported $2.0M in total revenue in fiscal year 2018. Revenue decreased 20% compared to the prior year. Expenses of $2.3M exceeded revenue, resulting in a 15% operating deficit.

Mission

The organization's mission is to create a vibrant, competitive public education system, protect the environment and water resources and promote healthy communities for generations to come.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,885,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,885,000

Expense Breakdown

Grants Paid $1,145,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,053,115

Other Expenses $2,819,841

TOTAL EXPENSES $3,964,841

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,885,000	$4,555,000	-0.1%
Expenses	$3,964,841	$4,047,216	0.0%
Net Income	$-79,841	$507,784	-1.2%

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

$650,683

Total Directors

$510,247

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUE BROWN	ENVIROMENTAL ADVOCACY DIRECTOR	40.0	Officer Director	$0	$55,864	$510,247
JIM C WALTON	DIRECTOR	1.0	Director	$0	$0	$0
LUKAS WALTON	DIRECTOR	1.0	Director	$0	$0	$0
ERIKA BELFIORE	SECRETARY, TREASURER	14.0	Officer	$0	$36,101	$140,436
ADAM ROGALSKI	ADVOCACY PROGRAM OFFICER	40.0	Highest	$0	$53,650	$300,358
LAUREN PERRY	SENIOR MANAGER ADVOCACY	40.0	Highest	$0	$36,996	$284,335
JOSEPH WILLIAMS	FORMER EDUCATION ADVOCACY DIRECTOR	0.0		$0	$61,331	$822,480

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	$3,885,000	$3,964,841	$1,027,040	$-79,841
2023	$4,555,000	$4,047,216	$1,052,124	$507,784
2022	$2,500,000	$2,912,824	$539,696	$-412,824
2021	$3,450,000	$2,827,374	$905,003	$622,626
2020	$3,350,000	$2,751,712	$458,231	$598,288
2019	$2,025,000	$2,974,214	$120,535	$-949,214
2018	$2,000,000	$2,294,804	$433,679	$-294,804

Confluence Advocacy Inc