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.
Public Charity
CONFLUENCE PHILANTHROPY INC
CONFLUENCE PHILANTHROPY INC is a private foundation categorized as Public Charity based in NEW YORK, NY. Its most recent IRS filing (2025) reports revenue of $2.5M, expenses of $2.4M, total assets of $2.7M.
EIN: 273018135
NEW YORK, NY
Support N.E.C.
NTEE: T19
Latest filing: 2025
Total Revenue$2.5M
Total Expenses$2.4M
Total Assets$2.7M
Grants Given0
Filing Years2021–2025
Where $100 goes at Confluence Philanthropy Inc
How Confluence Philanthropy Inc divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$78
Programs
the work itself
$17
Management
running the organization
$5
Fundraising
raising the next dollar
Inside the $78 for programs
$78
To increase mission related investing among charitable foundations and non-profit organizations
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
BOARD MEMBER
Aimee Christenen
CEO
Dana Lanza
BOARD MEMBER
Dan Chu
BOARD MEMBER
Eric Stephenson
BOARD MEMBER
Fatima Angeles
CHAIR
Greg Ratliff
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $2.5M | $2.4M | $2.7M |
| 2024 | $2.6M | $2.5M | $2.6M |
| 2023 | $2.4M | $2.3M | $2.6M |
| 2022 | $2.4M | $2.3M | $2.5M |
| 2021 | $2.6M | $1.5M | $2.5M |
Between 2021 and 2025, reported annual revenue declined from $2.6M to $2.5M (-5%), with total assets most recently reported at $2.7M.
Interactive year-over-year charts and full filing details available with membership.