EVOLVE: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
EVOLVE (EIN 45-2051015)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-17
IRS object ID
201403219349307205
Schema version
2013v3.1
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)
Return2014-11-17T13:25:15-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN943194056PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THE HENRY LEVY GROUPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15940 COLLEGE AVE STE FAddressLine1
CityOAKLANDCity
StateCAState
ZIP Code946181385ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN452051015EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EVOLVE A COMMUNITY ORGANIZATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlEVOLBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12017 MISSION ST 2ND FLOORAddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94110ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL BORNSTEINPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Signature2014-09-24SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANTHONY BARRPreparerPersonNm
PTINP01587834PTIN
Phone5106521000PhoneNum
Preparation2014-11-11PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMICHAEL BORNSTEINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1234 REED STREETAddressLine1
CityMILL VALLEYCity
StateCAState
ZIP Code94941ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$213,450GrossReceiptsAmt
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 Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers250TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$230,385PYContributionsGrantsAmt
CY Contributions Grants$213,450CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$230,385PYTotalRevenueAmt
CY Total Revenue$213,450CYTotalRevenueAmt
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$52,794CYTotalFundraisingExpenseAmt
PY Other Expenses$225,244PYOtherExpensesAmt
CY Other Expenses$223,884CYOtherExpensesAmt
PY Total Expenses$225,244PYTotalExpensesAmt
CY Total Expenses$223,884CYTotalExpensesAmt
PY Revenues Less Expenses$5,141PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$10,434CYRevenuesLessExpensesAmt
Total Assets BOY$9,480TotalAssetsBOYAmt
Total Assets EOY$56TotalAssetsEOYAmt
Total Liabilities EOY$1,010TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$9,480NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$954NetAssetsOrFundBalancesEOYAmt
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$125,892ExpenseAmt
DescEDUCATION ON OUR PUBLIC POLICY EFFORT TO REFORM PROP 13 AND OTHER POLICY POSITIONS.Desc
Total Program Service Expenses$125,892TotalProgramServiceExpensesAmt
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
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 LiabilitiesYes (true)ReportOtherLiabilitiesInd
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 EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
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 Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
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 GROUPBusinessNameLine1
FieldValueIRS element (for citing)
Phone5106521000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15940 COLLEGE AVENUEAddressLine1
CityOAKLANDCity
StateCAState
ZIP Code94618ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
LAURA HAHN
PRESIDENT0.50Yes (X)$0$0$0
ANNA WAGNER
DIRECTOR0.50Yes (X)$0$0$0
JASON BARBOSE
DIRECTOR0.50Yes (X)$0$0$0
MICHAEL BORNSTEIN
EXECUTIVE DI10.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEMOCRATIC DIRECT LLCBusinessNameLine1

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line12017 MISSION ST 2ND FLOORAddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94110ZIPCode
FieldValueIRS element (for citing)
ServicesOUTREACH SERVICServicesDesc
Compensation$120,136CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$213,450AllOtherContributionsAmt
Total Contributions$213,450TotalContributionsAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$213,450TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,527TotalAmt
Management And General$6,527ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$58,510TotalAmt
Program Services$33,585ProgramServicesAmt
Management And General$8,425ManagementAndGeneralAmt
Fundraising$16,500FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,475TotalAmt
Program Services$4,638ProgramServicesAmt
Management And General$518ManagementAndGeneralAmt
Fundraising$319FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,453TotalAmt
Program Services$4,074ProgramServicesAmt
Management And General$856ManagementAndGeneralAmt
Fundraising$523FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$10,810TotalAmt
Program Services$4,429ProgramServicesAmt
Management And General$5,232ManagementAndGeneralAmt
Fundraising$1,149FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$943TotalAmt
Program Services$943ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
OUTREACH SERVICES$120,135$68,958$17,299$33,878
CREDIT CARD PROCESSING FE$5,737$5,737
PROGRAM MATERIALS$4,835$4,835
TELECOMMUNICATIONS$4,356$3,964$103$289

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,103TotalAmt
Program Services$466ProgramServicesAmt
Management And General$501ManagementAndGeneralAmt
Fundraising$136FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$223,884TotalAmt
Program Services$125,892ProgramServicesAmt
Management And General$45,198ManagementAndGeneralAmt
Fundraising$52,794FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$9,386BOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$94BOYAmt
EOY$56EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,480BOYAmt
EOY$56EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
EOY$1,010EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$1,010EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,480BOYAmt
EOY-$954EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,480BOYAmt
EOY-$954EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,480BOYAmt
EOY$56EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$10,434ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule D IRS990ScheduleD

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescBANK OVERDRAFTDesc
Amt$1,010Amt
FieldValueIRS element (for citing)
Total Liability$1,010TotalLiabilityAmt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEMOCRATIC DIRECT LLCBusinessNameLine1
FieldValueIRS element (for citing)
Relationship DescriptionVENDORRelationshipDescriptionTxt
Transaction$120,136TransactionAmt
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 11GOTHER SALARIES 33,585 8,425 16,500

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