Confluence Philanthropy Inc
Confluence Philanthropy Inc
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About this organization
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. We support and catalyze a membership network of private, public and community foundations; family offices; individual donors; and their values-aligned investment advisors representing more than $92B in philanthropic assets under management, and over $3.5T in managed capital. Confluence is an international organization, with the majority of members based in the U.S., and a handful in Europe, Canada, Latin America, and East Africa. Our members represent a diversity of institutions, charitable asset types, personal and professional roles, and programmatic missions, but we share a commitment to values aligned investing.
About
To increase mission related investing among charitable foundations and non-profit organizations.
Interesting data from their 2020 990 filing
The filing clearly states the mission of the non-profit as “The organizations mission is to provide a network of foundations and non-profits that practice mission related investing. by providing technical assistance to charitable foundations and non-profit organizations they aim to increase mission-related investing.”.
When outlining its functions, they were explained as: “The organizations mission is to provide a network of foundations and non-profits that practice mission related investing. by providing technical assistance to charitable foundations and non-profit organizations they aim to increase mission-related investing.”.
- In compliance with legal regulations, the non-profit has reported their state of operation as NY.
- As of 2020, the non-profit's form reports a total of 11 employees.
- Does not operate a hospital.
- Does not operate a school.
- Does not collect art.
- Does not provide credit counseling.
- Does not have foreign activities.
- Is not a donor advised fund.
- Is not a private foundation.
- Expenses are greater than $1,000,000.
- Revenue is greater than $1,000,000.
- Revenue less expenses is $68,784.
- The CEO's salary plan within the organization is subject to review and endorsement by an independent body.
- The organization has a written policy that describes how long it will retain documents.
- The organization has 8 independent voting members.
- The organization was formed in 2010.
- The organization has a written policy that addresses conflicts of interest.
- The organization is required to file Schedule B.
- The organization is required to file Schedule J.
- The organization is required to file Schedule O.
- The organization pays $920,264 in salary, compensation, and benefits to its employees.
- The organization pays $50,915 in fundraising expenses.
- The organization provides Form 990 to its governing body.
- The organization has minutes of its meetings.
- The organization has a written whistleblower policy.
- The organization's financial statements were reviewed by an accountant.
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