EVOLVE: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
EVOLVE (EIN 45-2051015)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-15
IRS object ID
201633209349313438
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-15T15:27:51-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN943194056PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THE HENRY LEVY GROUPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15940 COLLEGE AVE STE FAddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP946181385ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN452051015EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EVOLVE A COMMUNITY ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEVOLBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12017 MISSION ST 2ND FLOORAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94110ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL BORNSTEINPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5108593704PhoneNum
Signature2016-11-15SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANTHONY BARRPreparerPersonNm
PTINP01587834PTIN
Phone5106521000PhoneNum
Preparation2016-11-15PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMICHAEL BORNSTEINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12017 MISSION STREET 2ND FLOORAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94110ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$355,348GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.EVOLVE-CA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2011FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTHE SPECIFIC PURPOSES OF THIS CORPORATION ARE TO PROMOTE SOCIAL WELFARE IN THE AREAS OF EDUCATION, EQUALITY, ENVIRONMENT, ENERGY, AND ECONOMICS BY EDUCATING THE PUBLIC AND PUBLIC OFFICIALS REGARDING COMMUNITY ISSUES AND POLICIES, PROMOTING PROJECTS THAT ARE BENEFICIAL TO THE COMMUNITY, PROMOTING THE ADOPTION OR REJECTION OF LEGISLATION, INCLUDING MEASURES ON THE BALLOT, AND GENERALLY PURSUING PROGRAMS AND ACTIVITIES THAT INVOLVE IMPROVEMENT OF THE QUALITY OF LIFE OF AVERAGE WORKING FAMILIES IN THE COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers506TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$268,888PYContributionsGrantsAmt
CY Contributions Grants$355,348CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$268,888PYTotalRevenueAmt
CY Total Revenue$355,348CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$98,841CYTotalFundraisingExpenseAmt
PY Other Expenses$263,051PYOtherExpensesAmt
CY Other Expenses$349,997CYOtherExpensesAmt
PY Total Expenses$263,051PYTotalExpensesAmt
CY Total Expenses$349,997CYTotalExpensesAmt
PY Revenues Less Expenses$5,837PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,351CYRevenuesLessExpensesAmt
Total Assets BOY$4,883TotalAssetsBOYAmt
Total Assets EOY$10,234TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,883NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$10,234NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE SPECIFIC PURPOSES OF THIS CORPORATION ARE TO PROMOTE SOCIAL WELFARE IN THE AREAS OF EDUCATION, EQUALITY, ENVIRONMENT, ENERGY, AND ECONOMICS BY EDUCATING THE PUBLIC AND PUBLIC OFFICIALS REGARDING COMMUNITY ISSUES AND POLICIES, PROMOTING PROJECTS THAT ARE BENEFICIAL TO THE COMMUNITY, PROMOTING THE ADOPTION OR REJECTION OF LEGISLATION, INCLUDING MEASURES ON THE BALLOT, AND GENERALLY PURSUING PROGRAMS AND ACTIVITIES THAT INVOLVE IMPROVEMENT OF THE QUALITY OF LIFE OF AVERAGE WORKING FAMILIES IN THE COMMUNITY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$204,048ExpenseAmt
DescEDUCATION ON OUR PUBLIC POLICY EFFORT TO REFORM PROP 13 AND OTHER POLICY POSITIONS.Desc
Total Program Service Expenses$204,048TotalProgramServiceExpensesAmt
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemYes (true)BusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (true)DelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HENRY LEVY GROUPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5106521000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15940 COLLEGE AVENUEAddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94618ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
LAURA HAHN
PRESIDENTYes (X)$0$0$0
ANNA WAGNER
DIRECTORYes (X)$0$0$0
MICHAEL BORNSTEIN
EXECUTIVE DIYes (X)$0$0$0
SAM KIPPEN
DIRECTORYes (X)$0$0$0
PHIL LAYZER
DIRECTORYes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$355,348AllOtherContributionsAmt
Total Contributions$355,348TotalContributionsAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$355,348TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$141TotalAmt
Program Services$86ProgramServicesAmt
Management And General$16ManagementAndGeneralAmt
Fundraising$39FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,819TotalAmt
Management And General$4,819ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$62,597TotalAmt
Program Services$35,249ProgramServicesAmt
Management And General$11,451ManagementAndGeneralAmt
Fundraising$15,897FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,872TotalAmt
Program Services$1,145ProgramServicesAmt
Management And General$210ManagementAndGeneralAmt
Fundraising$517FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,869TotalAmt
Program Services$4,204ProgramServicesAmt
Management And General$769ManagementAndGeneralAmt
Fundraising$1,896FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,739TotalAmt
Program Services$1,064ProgramServicesAmt
Management And General$195ManagementAndGeneralAmt
Fundraising$480FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$20,649TotalAmt
Program Services$11,713ProgramServicesAmt
Management And General$3,653ManagementAndGeneralAmt
Fundraising$5,283FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$7,284TotalAmt
Program Services$4,458ProgramServicesAmt
Management And General$816ManagementAndGeneralAmt
Fundraising$2,010FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
OUTREACH SERVICES$232,515$144,283$24,026$64,206
CREDIT CARD PROCESSING FE$8,324$644$7,680
TELECOMMUNICATIONS$1,840$1,126$206$508
MEALS & ENTERTAINMENT$1,007$616$113$278

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$341TotalAmt
Program Services$104ProgramServicesAmt
Management And General$190ManagementAndGeneralAmt
Fundraising$47FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$349,997TotalAmt
Program Services$204,048ProgramServicesAmt
Management And General$47,108ManagementAndGeneralAmt
Fundraising$98,841FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,799BOYAmt
EOY$10,222EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$84BOYAmt
EOY$12EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,883BOYAmt
EOY$10,234EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,883BOYAmt
EOY$10,234EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,883BOYAmt
EOY$10,234EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,883BOYAmt
EOY$10,234EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$5,351ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEMOCRATIC DIRECT LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionVENDORRelationshipDescriptionTxt
Transaction$232,515TransactionAmt
TransactionOUTREACH SERVICESTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE SPECIFIC PURPOSES OF THIS CORPORATION ARE TO PROMOTE SOCIAL WELFARE IN THE AREAS OF EDUCATION, EQUALITY, ENVIRONMENT, ENERGY, AND ECONOMICS BY EDUCATING THE PUBLIC AND PUBLIC OFFICIALS REGARDING COMMUNITY ISSUES AND POLICIES, PROMOTING PROJECTS THAT ARE BENEFICIAL TO THE COMMUNITY, PROMOTING THE ADOPTION OR REJECTION OF LEGISLATION, INCLUDING MEASURES ON THE BALLOT, AND GENERALLY PURSUING PROGRAMS AND ACTIVITIES THAT INVOLVE IMPROVEMENT OF THE QUALITY OF LIFE OF AVERAGE WORKING FAMILIES IN THE COMMUNITY.
FORM 990, PAGE 6, PART VI, LINE 3THE ORGANIZATION DELEGATES MANAGERIAL DUTIES TO DEMOCRATIC DIRECT LLC, 234 REED STREET, MILL VALLEY CA 94941.
FORM 990, PAGE 6, PART VI, LINE 11BFORM 990 IS REVIEWED PRIOR TO FILING.
FORM 990, PAGE 6, PART VI, LINE 19GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST
FORM 990, PART IX, LINE 11GSUBCONTRACTORS 0 5,000 0 OTHER SALARIES 35,249 6,451 15,897

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1EVOLVE CA EDUCATION FUND INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1234 REED STREETAddressLine1Txt
CityMILL VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94941ZIPCd
FieldValueIRS element (for citing)
EIN810799875EIN
Primary ActivitiesEDUCATIONPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501C3ExemptCodeSectionTxt
Public Charity Status7PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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