CONFLUENCE PHILANTHROPY INC Charity Report

Public IRS 990 nonprofit record

CONFLUENCE PHILANTHROPY INC

EIN 27-3018135 · Philanthropy, Voluntarism & Grantmaking Foundations (T193)

What they do

CONFLUENCE PHILANTHROPYS MISSION is to TRANSFORM THE PRACTICE of INVESTING BY ALIGNING CAPITAL WITH OUR COMMUNITYS VALUES of SUSTAINABILITY, EQUITY, and JUSTICE.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $79.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders15 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$79.00of every $100 spent was reported for mission workThe IRS calls this “program services.”

$3.80of every $100 spent was reported for fundraisingMoney spent asking for more donations.

$99.04spent for every $100 of revenueRevenue covered expenses this year.

$17.20of every $100 spent was reported for management and office costsThis number alone does not tell us how much good they did.

$1.02in assets for every $1 spent this yearSome assets cannot be spent right away.

76.9%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $292,487 for DANA LANZA (CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100spent

Where each $100 went

These are the charity’s reported Form 990 spending categories.

Mission workProgram services$79.00

ManagementOffice and general costs$17.20

FundraisingAsking for donations$3.80

Has the pattern changed?

Each bar shows the share of annual spending reported for mission work, management, and fundraising.

202379.0% mission

202278.5% mission

202179.7% mission

202072.6% mission

201970.7% mission

201884.2% mission

201778.9% mission

201671.4% mission

Money in and money out

Revenue$2,556,995

Expenses$2,532,330

Annual surplus $24,665 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$1,999,280 · 79.0% of expenses

Management and office costs$436,465 · 17.2% of expenses

Fundraising$96,585 · 3.8% of expenses

See all reported dollar amounts

Revenue$2,556,995

Expenses$2,532,330

Assets$2,573,326

Income$2,556,995

Contributions$1,966,904

Mission work (program services)$1,999,280

Fundraising$96,585

Management and general$436,465

Accounting fees$100,635

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

DANA LANZACEO · 40 hrs/week $292,487Base $264,547 · Other $27,940

JASON BABBIEVP OF PROGRAMS · 40 hrs/week $198,866Base $176,400 · Other $22,466

MICHAEL FRANCISCO-MCGUIRECOO · 40 hrs/week $175,275Base $164,226 · Other $11,049

SARAH DENICOLAPROGRAM DIRECTOR · 40 hrs/week $139,349Base $120,331 · Other $19,018

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (15)

DANA LANZACEO

JASON BABBIEVP OF PROGRAMS

MICHAEL FRANCISCO-MCGUIRECOO

SARAH DENICOLAPROGRAM DIRECTOR

AIMEE CHRISTENENBOARD MEMBER

BOB BANCROFTBOARD MEMBER

DAN CHUBOARD MEMBER

ERIC STEPHENSONBOARD MEMBER

FATIMA ANGELESBOARD MEMBER

GREG RATLIFFBOARD MEMBER

IVAN FRISHBERGCHAIR

KATHLEEN SIMPSONVICE CHAIR

ROCHELLE WITHARANABOARD MEMBER

SANTHOSH RAMDOSSBOARD MEMBER

STACEY FAELLATREASURER

About this charity

Recognized since: January 2011
Location: 215 LEXINGTON AVE 10TH FL, NEW YORK, NY 10016
County: New York
In care of: DANA LANZA
Primary officer: DANA LANZA, CEO

How to reach them

WebsiteVisit the charity’s website Emailinfo@confluencephilanthropy.org Phone(917) 997-6577 Officer phone(917) 975-0191

Filing and classification

Latest tax year: 2023
Tax period began: October 1, 2023
Return type: 990
Tax preparer: SNYDER COHN PC
NTEE classification: Philanthropy, Voluntarism & Grantmaking Foundations (T193)