NonprofitsConfluence Philanthropy Inc

Philanthropy & Grantmaking

Confluence Philanthropy Inc

NEW YORK, NY

Total revenue

$2.6M

Total expenses

$2.5M

Net assets

$2.1M

Grants received

$3.3M

149 grants

EIN

273018135

Tax year

2023

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.

Financials

FY 2023

Revenue

Contributions & grants$2.0M
Program service revenue$503K
Investment income$87K
Other revenue
Total revenue$2.6M

Expenses

Grants paid
Salaries & benefits$1.6M
Fundraising$97K
Other expenses$903K
Total expenses$2.5M
Total assets$2.6M
Net assets$2.1M

People

15 listed

NameRoleCompensation

DANA LANZA

CEO

Board

$265K

40 hrs/wk

MICHAEL FRANCISCO-MCGUIRE

COO

Board

$164K

40 hrs/wk

GREG RATLIFF

BOARD MEMBER

Board

0.5 hrs/wk

BOB BANCROFT

BOARD MEMBER

Board

0.5 hrs/wk

DAN CHU

BOARD MEMBER

Board

0.5 hrs/wk

AIMEE CHRISTENEN

BOARD MEMBER

Board

0.5 hrs/wk

FATIMA ANGELES

BOARD MEMBER

Board

0.5 hrs/wk

ERIC STEPHENSON

BOARD MEMBER

Board

0.5 hrs/wk

SANTHOSH RAMDOSS

BOARD MEMBER

Board

0.5 hrs/wk

ROCHELLE WITHARANA

BOARD MEMBER

Board

0.5 hrs/wk

IVAN FRISHBERG

CHAIR

Board

0.5 hrs/wk

STACEY FAELLA

TREASURER

Board

0.5 hrs/wk

KATHLEEN SIMPSON

VICE CHAIR

Board

0.5 hrs/wk

JASON BABBIE

VP OF PROGRAMS

Staff

$176K

40 hrs/wk

SARAH DENICOLA

PROGRAM DIRECTOR

Staff

$120K

40 hrs/wk

Independent contractors

KIWI PARTNERS INC

ACCOUNTING SERVICES

$116K

Grants received

Showing 149 of 149

FromAmountPurposeYear
$117K
CAPACITY BUILDING
2024
$50K
FOR ITS FOUNDATION TRANSPARENCY COMPACT PROJECT
2024
$26K
TO SUPPORT EDUCATIONAL PROGRAMMING FOR FOUNDATIONS AND OTHER VALUES-ALIGNED INVESTORS, AND THE TRANSPARENCY COMPACT'S EFFORTS TO CULTIVATE MORE TRANSPARENT SECTOR-WIDE PRACTICES FOR INVESTING IN DECARBONIZATION AND CLIMATE SOLUTIONS.
2024
$25K
FOR GENERAL SUPPORT AND MEMBERSHIP
2024
$25K
TO IMPROVE CLIMATE JUSTICE BY RAISING AWARENESS OF THE IMPORTANCE OF INDIGENOUS PEOPLES AND LOCAL COMMUNITIES IN CLIMATE FINANCE AND NATURE BASED SOLUTIONS INVESTMENT ACTIVITIES, HELP BUILD RELATIONSHIPS BETWEEN INDIGENOUS PEOPLES LEADERS AND RELEVANT INVESTMENT ADVISORS, AND TO HELP THE GUARDIANS IMPACT ALLIANCE BUILD MOMENTUM TO RAISE SUPPORT FOR ITS FUTURE CONVENINGS
2024
$20K
SUPPORT EDUCATIONAL EVENTS AND TRAININGS FOR FOUNDATIONS AND IMPACT INVESTORS FOCUSED ON SUSTAINABILITY AND JUSTICE.
2024
$11K
MEMBERSHIP DUES
2024
$11K
2025 Confluence Philanthropy Membership
2024
$11K
GENERAL SUPPORT
2024
$10K
GENERAL SUPPORT
2024
$6K
TO CARRY OUT SPECIFIC CHARITABLE, EDUCATIONAL, AND CULTURAL PROJECTS
2024
$3K
MEMBERSHIP DUES
2024
$3K
General & Unrestricted
2024
$2K
GENERAL SUPPORT
2024
$2K
for 2024 membership
2024
$2K
GENERAL OPERATING EXPENSES
2024
$413
2024 ANNUAL MEMBERSHIP
2024
$100K
LAUNCHING THE FOUNDATION TRANSPARENCY COMPACT
2023
$40K
GENERAL OPERATING SUPPORT
2023
$30K
NATIVE LEADERSHIP SCHOLARSHIP AND RAINMAKERS COLLABORATIVE
2023
$30K
Jobs and Family Economic Security
2023
$20K
GENERAL OPERATING SUPPORT
2023
$20K
FOR GENERAL SUPPORT OF MISSION TO TRANSFORM THE PRACTICE OF INVESTING BY ALIGNING CAPITAL WITH OUR COMMUNITY'S VALUES OF SUSTAINABILITY, EQUITY, AND JUSTICE
2023
$17K
Special Initiatives
2023
$15K
2023-2024 MEMBERSHIP DUES
2023
$13K
FOR GENERAL SUPPORT AND MEMBERSHIP
2023
$11K
FOR CAL WELLNESS' 2023 ASSOCIATION MEMBERSHIP.
2023
$11K
GENERAL SUPPORT
2023
$10K
GENERAL SUPPORT
2023
$10K
GENERAL SUPPORT GRANT
2023
$10K
GENERAL SUPPORT
2023
$8K
Mem/Sub/Spon
2023
$8K
MEMBERSHIP - GENERAL OPERATING SUPPORT
2023
$6K
For grant recipient's exempt purposes
2023
$6K
General support
2023
$6K
TO CARRY OUT SPECIFIC CHARITABLE, EDUCATIONAL, AND CULTURAL PROJECTS
2023
$3K
MEMBERSHIP DUES
2023
$2K
For 2023 membership
2023
$2K
general support through membership in 2024
2023
$2K
GENERAL OPERATING EXPENSES
2023
$2K
MEMBERSHIP GRANT
2023
$2K
2023 ANNUAL MEMBERSHIP: TO SUPPORT MEMBERSHIP IN AN ORGANIZATION THAT OFFERS THE OPPORTUNITIES, LEADERSHIP AND TOOLS NEEDED TO MOVE PHILANTHROPY TOWARDS MISSION-ALIGNED INVESTMENT THAT WILL IMPROVE THE HEALTH AND WELL-BEING OF ALL CALIFORNIANS.
2023
$2K
GENERAL SUPPORT
2023
$100K
To provide general operating support.
2022
$75K
RACIAL EQUITY INVESTING COALITION | PHASE 2
2022
$63K
FOR ADVANCING CLIMATE-RELATED STRATEGIES FOR MISSION-ALIGNED INVESTMENT OF FOUNDATION ASSETS
2022
$50K
support the continued development and deployment of initiatives to educate and motivate members of the membership organization to incorporate a racial equity lens in their investment mandate and process
2022
$50K
General Support
2022
$42K
GENERAL OPERATING SUPPORT
2022
$40K
GENERAL OPERATING SUPPORT
2022
$35K
GENERAL SUPPORT
2022
$33K
SUPPORT FOR CAPACITY CAMPAIGN
2022
$31K
NATIVE LEADERSHIP SCHOLARSHIP AND RAINMAKERS COLLABORATIVE
2022
$26K
UNRESTRICTED CHARITIBLE PURPOSE
2022
$20K
GENERAL OPERATING SUPPORT
2022
$15K
FOR GENERAL SUPPORT OF MISSION TO TRANSFORM THE PRACTICE OF INVESTING BY ALIGNING CAPITAL WITH OUR COMMUNITY'S VALUES OF SUSTAINABILITY, EQUITY, AND JUSTICE
2022
$15K
GENERAL SUPPORT
2022
$12K
FOR GENERAL SUPPORT AND MEMBERSHIP FOR 2022
2022
$12K
NONPROFIT SPEAKER SPONSORSHIP
2022
$10K
For grant recipient's exempt purposes
2022
$10K
GENERAL SUPPORT
2022
$10K
FOR CAL WELLNESS' 2022 ASSOCIATION MEMBERSHIP.
2022
$8K
Membership
2022
$8K
2022-2023 MEMBERSHIP DUES
2022
$8K
MEMBERSHIP 2022
2022
$6K
EDUCATIONAL PROGRAMMING FOR NETWORK OF FOUNDATIONS AND OTHER VALUES-ALIGNED INVESTORS.
2022
$6K
TO CARRY OUT SPECIFIC CHARITABLE, EDUCATIONAL, AND CULTURAL PROJECTS
2022
$6K
PRACTITIONER MEMBERSHIP FOR 2023-2024
2022
$5K
2022 Membership
2022
$5K
GENERAL OPERATING SUPPORT
2022
$3K
MEMBERSHIP FOR 2023
2022
$3K
MEMBERSHIP FOR 2022
2022
$2K
GENERAL SUPPORT
2022
$2K
general support through membership
2022
$2K
2022 ANNUAL MEMBERSHIP: TO SUPPORT MEMBERSHIP IN AN ORGANIZATION THAT OFFERS THE OPPORTUNITIES, LEADERSHIP AND TOOLS NEEDED TO MOVE PHILANTHROPY TOWARDS MISSION-ALIGNED INVESTMENT THAT WILL IMPROVE THE HEALTH AND WELL-BEING OF ALL CALIFORNIANS.
2022
$2K
GENERAL OPERATING EXPENSES
2022
$157K
support the continued development and deployment of initiatives to educate and motivate members of the membership organization to incorporate a racial equity lens in their investment mandate and process
2021
$50K
General Support
2021
$21K
General operating support
2021
$20K
RAINMAKERS INVESTMENT PROJECT
2021
$10K
CHARITABLE DONATION
2021
$10K
GENERAL OPERATING
2021
$10K
GENERAL SUPPORT GRANT
2021
$8K
Membership
2021
$5K
PRACTITIONER MEMBERSHIP FOR 2020-2021
2021
$2K
2021 ANNUAL MEMBERSHIP: TO SUPPORT MEMBERSHIP IN AN ORGANIZATION THAT OFFERS THE OPPORTUNITIES, LEADERSHIP AND TOOLS NEEDED TO MOVE PHILANTHROPY TOWARDS MISSION-ALIGNED INVESTMENT THAT WILL IMPROVE THE HEALTH AND WELL-BEING OF ALL CALIFORNIANS.
2021
$150K
FOR CORE OPERATING SUPPORT TO CONTINUE PROVIDING RACIAL EQUITY-FOCUSED LEARNING OPPORTUNITIES FOR CALIFORNIA-BASED FOUNDATIONS AND INVESTORS.
2020
$111K
FOR THE DECARBONIZING FINANCIAL LENDING INITIATIVE
2020
$75K
strengthen racial equity leadership for the field of mission investing by supporting education and engagement through membership, convenings and support to the Rainmakers Investment Collaborative
2020
$75K
General Support
2020
$70K
to support the co-creation of a strategic plan for a Racial Equity Investing Coalition.
2020
$50K
FOR IMPROVING COMMUNICATIONS FOR CLIMATE FINANCE
2020
$50K
develop a catalytic report leveraging the brainpower of proven Native leaders transforming finance that will build upon existing work in Indian Country and increase access to capital for Native-owned businesses both on and off tribal communities
2020
$34K
SUPPORT FOR CLIMATE MOVEMENT BUILDING WORK
2020
$30K
GENERAL SUPPORT
2020
$23K
FOR ITS 2020 CAPACITY CAMPAIGN, THE DECISIVE DECADE
2020
$20K
CHARITABLE GIFT
2020
$15K
FOR GENERAL SUPPORT
2020
$15K
GENERAL OPERATING SUPPORT FOR A PHILANTHROPY-SERVING ORGANIZATION DEDICATED TO ADVANCING MISSION-ALIGNED INVESTING
2020
$15K
CAPACITY CAMPAIGN - 10 YEAR ANNIVERSARY
2020
$15K
2020-2021 MEMBERSHIP DUES
2020
$10K
GENERAL SUPPORT GRANT
2020
$10K
FOR CALWELLNESS' 2020 ASSOCIATION MEMBERSHIP.
2020
$9K
General Support
2020
$8K
MEMBERSHIP 2020
2020
$5K
General operating support
2020
$5K
MEMBERSHIP DUES FOR 2020-2021
2020
$5K
MEMBERSHIP DUES FOR 2020-2021
2020
$5K
General support
2020
$5K
TO CARRY OUT SPECIFIC CHARITABLE, EDUCATIONAL, AND CULTURAL PROJECTS
2020
$3K
MISSION ALIGNED INVESTING
2020
$3K
GENERAL SUPPORT
2020
$3K
GENERAL OPERATING EXPENSES
2020
$3K
MEMBERSHIP FOR 2020.
2020
$2K
UNRESTRICTED CHARITIBLE PURPOSE
2020
$2K
GENERAL OPERATING EXPENSES
2020
$2K
2020 MEMBERSHIP GRANT
2020
$2K
Annual Membership
2020
$2K
GENERAL OPERATIONS
2020
$2K
general support through membership
2020
$2K
2020 ANNUAL MEMBERSHIP: TO SUPPORT MEMBERSHIP IN AN ORGANIZATION THAT OFFERS THE OPPORTUNITIES, LEADERSHIP AND TOOLS NEEDED TO MOVE PHILANTHROPY TOWARDS MISSION-ALIGNED INVESTMENT THAT WILL IMPROVE THE HEALTH AND WELL-BEING OF ALL CALIFORNIANS.
2020
$201K
For grant recipient's exempt purposes
2019
$90K
strengthen racial equity leadership for the field of mission investing by supporting education and engagement through membership, convenings and support to the Rainmakers Investment Collaborative
2019
$50K
General Support
2019
$25K
GENERAL SUPPORT
2019
$12K
GENERAL SUPPORT GRANT
2019
$10K
IN SUPPORT OF CONFLUENCE PHILANTHROPY'S CAPACITY CAMPAIGN
2019
$5K
CORE FUNDING IN SUPPORT OF CONFLUENCE PHILANTHROPY
2019
$4K
General Support
2019
$2K
2019 ANNUAL MEMBERSHIP: TO SUPPORT MEMBERSHIP IN AN ORGANIZATION THAT OFFERS THE OPPORTUNITIES, LEADERSHIP AND TOOLS NEEDED TO MOVE PHILANTHROPY TOWARDS MISSION-ALIGNED INVESTMENT THAT WILL IMPROVE THE HEALTH AND WELL-BEING OF ALL CALIFORNIANS.
2019
$2K
GENERAL OPERATIONS
2019
$15K
THIS GRANT WILL BE USED FOR GENERAL OPERATING SUPPORT AND BOARD DINNER SPONSORSHIP.
2018
$10K
THIS GRANT WILL BE USED FOR SPONSORSHIP OF UPCOMING PROGRAMMING AT CONFLUENCE.
2018
$10K
PROGRAMMATIC SUPPORT
2018
$5K
THIS GRANT WILL BE USED FOR ANNUAL MEMBERSHIP DUES.
2018
$3K
GENERAL OPERATING EXPENSES
2018
$75K
General support
2017
$60K
strengthen efforts to more deeply integrate racial equity into Grantee's mission-related investment programming by bringing together leaders from the philanthropic and investment community to develop strategies
2017
$15K
2017 ANNUAL MEMBERSHIP: TO SUPPORT MEMBERSHIP IN AN ORGANIZATION THAT OFFERS THE OPPORTUNITIES, LEADERSHIP AND TOOLS NEEDED TO MOVE PHILANTHROPY TOWARDS MISSION-ALIGNED INVESTMENT THAT WILL IMPROVE THE HEALTH AND WELL-BEING OF ALL CALIFORNIANS.
2017
$15K
2018 PRACTITIONERS GATHERING: FOR SPONSORSHIP OF AN EVENT THAT SUPPORTS AND CATALYZES PRIVATE, PUBLIC AND COMMUNITY FOUNDATIONS, FAMILIES, INDIVIDUAL DONORS AND INVESTMENT MANAGERS STATEWIDE IN CALIFORNIA TO UNCOVER BARRIERS AND POTENTIAL SOLUTIONS TO PRACTICING IMPACT INVESTING THAT WILL HELP IMPROVE THE HEALTH AND WELL-BEING OF THEIR CONSTITUENCIES.
2017
$10K
GENERAL SUPPORT GRANT
2017

Funded by

$3.3M from 49 funders · 149 grants · 2017–2024

WK Kellogg Foundation

$512K · 7 grants · 2017–2023

Surdna Foundation Inc

$300K · 5 grants · 2017–2022

The Nathan Cummings Foundation Inc

$227K · 6 grants · 2020–2023

Fidelity Investments Charitable Gift Fund

$217K · 3 grants · 2019–2023

Rockefeller Brothers Fund Inc

$201K · 7 grants · 2020–2024

The California Wellness Foundation

$181K · 4 grants · 2020–2023

Amalgamated Charitable Foundation Inc

$118K · 8 grants · 2018–2024

Details

EIN273018135
NTEE codeT193
Subsection03
Ruling date2011-02
Formed2010
Employees12
Volunteers10
CONFLUENCE PHILANTHROPY INC — Mission, Financials & Grants Received | Grantivo